The URL can be used to link to this page

Home My WebLink About80-00646 ",J "'j, '(i "." :. . J /' ,~ :'":.:: ~~""l " '~I' ~~t~;;;:::: . n,,~ . I~r: I~~;'./"'; 'f~~, .' '.,i ;'_H.. ''-",'/:,>'t'":-:';' ,'J' .'_' ;.t;." '" "".,';' ',:- " .F.."_' .,': '" ".' .' " . 0 j:j . l1< ~ ~ ~ CJ] CJ] ~ ~ Ie N . CJ] .. rx. 0 ~ ~ l%: ~ t.l.l ~ ~ ~ ~ 0 ~ Q - CO 0 . . - ~ N ... .1fI lU . ... .-i ',1 0 '" Z LLI " .:~.,.' . ,'~. , c." 'J.. No. 21-80 0,16 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate of CORA GROSZ , deceased. To Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania. Petltloner(s) is (are) the execut or named In the Last Will and Testament of Cora Grosz dated April 16. 1971 Decedent was a citizen of the United States and a resident of Carl iRle ~ (Borough), Cumberland County, Commonwealth of Pennsylvania. Decedent died on Friday the 3rd day of October A.D. 19~!J1 the County of Cumberland ,State of PA at the age of :1.!2-years. Decedent Il!l6 (has not) been married and _ (has not) had children born to m~ (her) since tl1e ex- ecution of the above described Will. 'r Decedent was possessed of personal property to the value of ,mPRtimatPd -., ~, -.' and of real estate to the value of unestimated o.j as near as can be ascertained; said real estate situated as follows Middlesex Township, Cumberland County, PA Therefore, your petitioner(s) respectfully apply(les) for the probate of the said Last Will and Testa- ment and for Letters Testamentary theron. /I Dated October 9, 1980 I . / Name and address of Petltioner(s) !Farmers Trust P.O. Box 220 Carlisle, PA 170 3 COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND l ss Dennis C. Caverly, Senior Vice President & Trust Officer, Farmers Trust Company named In above application, being duly sworn according to law say(s) that the statements set forth In this petition are true to the best of his knowledge and belief. SWllrn and subscribed before /7 ~/ 7i!3f -4('l~' ~ me~october 9 1980 .0 - ___jL4I-_a~/~~ fI ~~ter ....\~ '? \ Filed: october 10, 1980 Attorney \HUiam F. Martson, P. C. [) //~J ,; LAST WILL AND TESTAMENT I, CORA GROSZ, of the Borough of Camp Hill, Cumberland County, Pennsylvania, formerly of Middlesex Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or codicils by me made. 1. \ i 1 I I \ 1 I I 1 i I I I I I I I After the payment of my debts, funeral and testamentary expenses, but before the payment of any inheritance or death taxes, I give five per cent (5%) of my estate to the Reformed Mennonite Church which is situate in the Village of Middlesex, in Middlesex Township, Cumberland County, Pennsylvania. 2. After the payment of the aforesaid legacy and all death and inheritance taxes, I direct my Executor to divide the principal remaining of my estate into as many parts or shares as, at the time of my death, there shall be nieces or nephews of mine then alive, and children. of nieces or nephews then deceased, represented by any child or children then alive, and to subdivide the share falling to each set of children of a niece or nephew then deceased, amongst them per stirpes upon the principal of representation, and to payover, assign and convey unto each said niece or nephew and child of any niece or nephew, who shall thus be found entitled, his or her share of the principal of my estate, absolutely. My expressed intention is that only nieces or nephews shall receive a full share and that children of nieces or nephews shall share per stirpes in the event of the death of their parent entitled to share in this estate. MARTSON lIr; SNELDAKER ATTORNEYS AT LAW ~~~ -1- ", J..' ... '."-- ,~ " ... 3. I hereby appoint FARMERS TRUST COMPANY, Carlisle, Pennsylvania as Executor of my estate. In the event any person or persons shall be entitled to share in my estate and shall be a minor, then I appoint said FARMERS TRUST COMPANY as Guardian of his or her estate. IN WITNESS WHEREOF I have this Ifit~ay of April, 1971. hereunto set my hand and seal ~ .,g~ Cora Grosz (SEAL) SIGNED, SEALED, PUBLISHED and DECLARED by the above named Testatrix, Cora Grosz, as and for her Last Will and Testament, in the presence of us, who, at her request, have hereunto subscribed our names as witnesses thereto, in the presence of said Testatrix an' of oao. o'721PtAO ~ c:;Jl~<(Jt!Lu' J1 t444J Ja/ ,g.~ ~4- C~~ MARTSON a SNEUlAKER ATTORNEYS AT LAW ,~ .-':.;-.' ~.' . i,~~h~:f:KL:;D': .. 1j.J :, _,:~'7_:t.: i. - I{J .; CV'I ., 0- 0\ I - ~ ~ I I i I I \ I I I ! I I I I I I i OATH OF SUBSCRIBING WITNESS . . COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND f This if) IIJ day of October >\.D.,19 80, before me, Register for the Probate of Wills and granting lellers of Administration in and for said County of Cumberland, in the Co,nmonwealth of Pennsylvania, personally came Hilliam F. Nartson. one of the subscribing witnesses to the foregoing instrumenl of wrilirog purporting to be the la~t Will and Teslamcnt of Cora Grosz Dated April 16, 1971 late of Carlisle Cumberland County Pa., deceased who being duly sworn according to law, depose and say, that he was present, and saw and heard the testa trix Cora Grosz sign, seal, publish, pronounce and declare the said instrument of writing as and for h er ~; .:;;> was of sound and disposing mind memory and understanding, to the best of his I knowledge, q~SerValion and belief. II) 1 (j(). f~J Sworn and subscribed before I U~'11l r 1'7(( a ~ Testament and Last Will, and at the time of so doin~ she ~r$ ~ @. .//t'd '7 ~ R~'" AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA l 55: COUNTY OF CUMBERLAND f Dennis C. Caverly, Senior Vice President & Trust Officer, Fanners Trust Co. being duly sworn says that as nearly as can be asccrtaineclthe said decedent Cora Grosz died on Fridav 3rd the October day of 9th day of October, A.D.,19..l!Q., at or about 5 o'clock, A M. Sworn and subscribed this 19,~;tore . ~f? I . . I .~'-~;,,~ Register 1:1.5 OATH OF PERSONAl. REPRF.5ENTATlVE 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 cumberland, personally came Dennis C. Caverly. Senior Vice Pres. & Trust officer. Farmers Trust Co. who, being duly FiWOrn ,do eA depose and say that as Executor Register :..; 0: :~ 00: :os '" N :CIl ~: If) :tJ :CIl M :0 0- 0\ u.. <l': I 00: 0- 0 *\ ..! ~ \0 ,:.l 0: (,C <l' ~ ...J g .-I: .... \0 N !Xl , 1 ...J '" ,..: ., 0 :.(.J 0 <Y. :::: .: Q): 00 - " .~ u: .0: I S ~ ~ E-': 0: .-l s:: ~\ -I-l: N 0 .~ u: u '" N: 0\ CIl Q 0 ~ .-I: CO .-I: . Z tJ *i - E CIl N ... CIl 11 0 .5 1 bD .... '" os .~ Z ril p.. rs. DECREE Be it remembered that on the lOth day of october ,A.D.,19~, there was probated and late of recorded the last Will and Testament of cora Gros:!: Carlisle 'lOt!j(~'i\:!t'Kry , Cumberland County, Pennsylvania, Farmers Trust company Deceased. Letters Testamentary were granted to Witness my .hand and official seal the day and year aforesaid. t11 (t..~ '(1! Register ---- - -- - -- - ---. -- - - - -- -- ---- --- -+- --- - -..-- -_.+ ---.-.- ._- - ---- -- - -- ...-..... --. -- -"'- 1t REY.116UX ~ '.. '.' COMMONWEALTH OF PENNSYLVANIA , 4 NO.Ko00391 DEPARTMENT OF REVENUE . . . .. OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX I '" . , II a ~ ~l ilECE1VED PaJ:lllen ..'1'ru.t. C.-nany JJ :ROM ---. P.O. BoX 220 ADDRESS ~ -- -- ,..'" --- "'. ~.~.. -- TAX AT 6% TAX AT 15% TAXAT_% ESTATE TAX Car1i.1_. Pa. 17013 .- ~fi~T~~~i.~~ATioN: oc:t~b.;-3~-19BO- TOTAL TAX CREDIT 34.736.81 FILE NUMBER 21-80-646 DATE OF PAYMENT Janm ry 2. 1981 lAME OF DECEDENT CORA GROSZ ill OUNTY CUIllber1and ill ._------- ----- ------ -- --- LESS DISCOUNT PLUS % INTEREST (fROM TO_I 1,736.84 POSTMARK DATE REMARKS .PAm ON' ACCOUNT" \ f \ \ \ ; \ \ I i TOTAL AMOUNT PAID 33,000.00 SEAL RECEIVED BY .. I ~'. ,.( ~'''..r . -.. ./ <:;,v"{/~ REGISTER OF WILLS L ----_._-----_._----+~ REV0.44~ EX" (3.80) . COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT o~ REVENUE TRANSF'ER INHERITANCE TAX RES10ENT DECEDENT * AFFIDAVIT OF FIDUCIARY (In.truction. on Revene Side) Estote 01 Cora G;.gsz Date 01 Death October 1. 1980 Lost Address ~~e_I!~L~!l.J:'~_~~si.t1,g_HQlIle Sociol Security No. 206-12-4711 ~~1~Q}_I!,______1~ 17011 21-80-646 21-80-646 Bureau File No. IClnl (STP- Tt-.) (ZIPI County File No. 1. Decedent died: ( ) lntestote (without a will) ( X ) Testate (leaving a lost will--copy ottoched) 2. Is the /ilin9 01 0 Federal Estate Tax Return required lor this estate? Yes~ No 3. (X ) Executor/Executrix ) Administrotorl Administratrix Nome Farmers Trust Co. Address 1 West High St., P.O. Box 220 \ n . n~ ex> ",'" ~ "'~ ~'" -....... ::;")0 "", ::":;0 ~c. -, ..0 r~; . '" N :...., ,.,. ,.", r;,;., ~ '" ,.., ," ;p ~ JO .. ..,. -, Carlisle, (CITY) PA (STAT!::I 17011 (ZIP} 4. All correspondence should be moiled to ( ) Attorney (X) Fiduciary. 5. If on ol!arney is representing the estate, indicate: Name William F. Martson, P.C. Address 10 East ~ St. Carlisle, PA (ClTY) (STATE) 1701 3 (Z.IP) List 011 sole deposit boxes registered in the decedent's individuol nomehor jointly with, or os on ogent or deputy 01 another, or in decedent's individual name with right 01 access by anot er os agent or deputy. Include the nome ond address of the bonk or other institution where the sate deposit box is locoted, the nome (s) in which the box is registered and the relationship 01 the joint holders to the decedent. NAME ANO AOORESS OF BANK OR OTHER INSTITUTION IN WHICH OECEOENT MAINTAINED A SAFE OEPOS1T BOX NAME OR NAMES IN WHICH SAfE OEPOSIT BOX IS REG1STEREO RELATIONSHIP OF JOtNT HOLOERS TO OECEOENT Under penal lies of perjury, I declare Ihat I hove exomine this' return, including occompanying schedules ond stotements, Gnd to the best 01 my knowledge ond belie it is true, correct ond complete. /' / 013/l /1 , .j-Z'!/l/1 ,(.v14 SIGNATURE OF F10UfRY 6 /t-6 If! , . DATE REV.ol51 EX+ (3.801 . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY (lnsrructions on Reverse Side) Cora Grosz *' . .'. ESTIMATED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO. VALUE VALUE (OFFICIAL USE ONL Y) 1. $1000 par United States Treasury Bond 3% due 2/15/95 836.25 836.25 Interest from August 15, 1980 to October 3, 1980 on Item #1 4.00 2. $30,000 par United States Treasury Bond 3.5% due 2/15/90 833.125 24,993.75 Intersst from August 15, 1980 to October 3, 1980 on Item #2 140.00 3. Mortgage Participations received in kind from Farmers Trust Company, Trustee. Various interest rates 93,967.79 Interest from last payment to October 3, 1980 on Item #3 294.32 (see attached calculation) 4. 200 shares Duquesne Light, common 13.0625 2,612.50 5. Cash, Farmers Trust Company, Trustee 2,025.65 6. Refund, Capital Blue Cross 28.90 TOTAL THIS PAGE 124,903.16 /07'1 C;().1./~ AI.f \ Cora Grosz, Accrued Interest Mortgage Partidpations Mort~ No. Date Last Payment Interest Balance Accrued Interest 3561 9/28 7.50% 11.352.54 11.83 3134 10/02 7.50% 11,932.19 2.49 3142 9/14 7.50% 30,369.13 120.21 4398 9/28 9.25% 3,074.27 3.95 3916 9/30 9.00% 1, '(17.45 1.29 4027 9/07 8.75% 10,091.39 63.77 4091 9/26 9.00% 1,955.12 3.42 1359 9/18 6.00% 2,235.31 5.59 4252 9/29 9.00% 1,133.35 1.13 3598 9/08 7.50% 7.821.61 /j0.7/j 2216 9/03 6.00% 1,946.41 9.73 4019 9/18 9.00% 1,744.90 6.54 4303 9/22 9.00% 8~594.~2 21.6) II 93,967.79 $ 294.)2 .' . , 'fT50N a SNtUl....ltlR .T10MN['fS At UlW \ " TRUST AGREEMENT THIS INDENTURE MADE this 1fJ.~t\day of April, 1971, hy and between CORA GROSZ of Middl.r!sex Township, Cumherland COlmtv, Pennsylvania, herei.nafter called "Donor", ilnd l'ARMERS TRIJST COMPANY of Carlisle, Pennsylvania, hereina ftf.r cn 11 I'd "Trustee". WHEREAS, Donor desires to assign, payover and transfer unto the Trustee all of her real and personal property, or the proceeds arising from the sale of same, which property shall be held and managed by the Trustee in accordance with the terms of the trust hereby created; and WHEREAS, the Trustee has agreed to accept said property and to hold and manage the same in accordance with the terms hereof. NOW, THEREFORE, the Donor, in consideration of the covenants and conditions herein, and intending to he legally bound hereby, has assigned, transferred, granted, conveyed and paid over, and by these presents does hereby assign, transfer, grant, convey and payover unto the Trustee all of her real and personal property, to have and to hold the same, together wilh all interest and income thereon, in trust, nevertheless, to receive the interest, income, issues and profits, and to hold and dispose of the same as provided herein. 1. The Trustee shall pay to or for the benefit of the Donor, the net income of said trust, and in addition thereto, such amounts of principal in such sums, at such times and in such amounts as inthe discretion of the Trustee may he necessary for the maintenance, comfort and support of the Donor. , 2. Trustee shall have ahsolute control of the trust estate and shall handle, manage, sell, invest and reinvest, and -1- "TOOH a 6Nt.L.aAICE" .TTOHNUS A.T LAW \ otherwise deal with the same in such manner and form as it shall deem wise and prudent, the investment thereof to he in accordance with the laws relating to trust investments in Pennsylvania. 3. To assist in effecting the transfer of her property to the Trustee, the Donor has this date executed a Power-of- Attorney which shall be used by the Trustee in its sole discretion as to manner and form. Said Power-of-Attorney shall in no manner limit or otherwise J;estrict the trust: created by this agreement and instead shall he regarded as supplementing the same. 4. From the income derived from the trust estate, Trustee shall pay all charges, taxes and expenses necessary for the proper care, management and preservation of the trust estate, .' including compensation ot the Trustee for its services rendered hereunder, which compensation is hereby agreed shall he at the rate of one-half of one per cent of the corpus of said trust estate for each year during which the same shall he maintained, with no fee upon the termination thereof. 5. Donor reserves to herself the right, if she so elects, to make additions to the trust estate at an"time. Donor further declares that if at anytime in the future she becomes entitled to any property, or interest therein, real or personal, or proceeds from the Bale of any such property, the same shall be received and held as part of the trust estate. In all such cases, said property shall be held, treated and disposed of as though the same were originally part of said trust estate. -2- \ 6. This agreement may be terminated at anytime by mutual consent of the parties, or either party may terminate this agreement on giving the other party thirty (30) days written notice of the intention to terminate same. Upon such termination, the principal of the trust, and any accrued net income,paid over snd distributed to the Donor shall thereafter he held as her sole and ahsolute property, released from any trust created by this agreement. 7. .. Trustee does not guarantee any investment made hy it hereunder, and shall be held responsible only for the exercise of good faith and resonable dil igence in the execution of the trust. 8. If the trust created by this agreement shall not be terminated during the life. of the Donor I it shall terminate on her death and the corpus and net income shall he paid by said Trustee to the Executor of the estBte of Donor. 9. Trustee shall keep true and .correct hooks of account , setting forth all transactions relating to this trust, which records shall at all reasonable times be opened to inspection by Donor or her representative. Trustee shall also annually, on or about the 15th day of January in each yeBr, render Donor a detailed statement concerning its administration of the trust estate. 10. ~ATSON a SNEUlAKER ATTORNEV. AT LAW Trustee shall pay ~uch taxes or assessments on any part of the trust estate as required by law and to further file any returns required of the Trustee of the Donor. -3- IltlliON a: &Nt.L.DAKtlt .TTORNi..... "T LAW \ IN WITNESS WHEREOF the l13id CORA GROSZ ha~ cAused this Agreement to be executed by affixing her hand and seal, and ~aid FARMERS TRUST COMPANY has caused the same to be executed by its proper officers and affixing its corrorat~ aforesaid. ATTEST: =os~~ BY UST c,OMfAN~1 ///}/ t/ , ( iJ. ,c. ..-;' .' (SEAL . II:TtiON ol!I SNELaAICEft .TTORNC.... AT LAW \ AMENDMENT TO TRUST AGREEMENT THIS AGREEMENT made this 19th day of April, 1971, between CORA GROSZ of the Borough of Camp Hill (formerly of Mi.ddlesex Township), Cumberland County, Pennsylvania, hereinafter called "Donor", and FARMERS TRUST COMPANY of Carlis Ie, Pennsylvania, hereinafter called "Trustee". 1. The parties hereto having previously executed " Trust Agreement on April 16, 1971, desire to amend sai.d Trust ^Rrcement in Paragraph 8 thereof, to provide as follows: 8. If the trust created by this Agreement shall not be terminated during the life of the Donor, at her death the corpus and net income shall be held by the Trustee under the same terms and conditions herein for the use and benefit of Donor's sister, ANNA GROSZ, the income and so much of the principal as shall be necessary, to be used for the support and maintenance of the said ANNA GROSZ for and during the term of her natural life. Upon the death of the said ANNA GROSZ, or on the death of the Donor if the said ANNA GROSZ shall have predeceased Donor, the trust herein created shall terminate and the corpus and net income shall be paid by said Trustee to the Executor of the estate of Donor. 2. In all other respects said Trust Agreement is ratified and affirmed. IN WITNESS WHEREOF said CORA GROSZ has caused this Amendment Agreement to be eX,ecuted by affixing her hand and seal, and said FARMERS TRUST COMPANY has ca used the same to be executed by its proper officers and affixing its corporate seal, the day and year aforesaid. WITNESS: ? C! ~--)-rk.. . ~JILl'-i>.~ ' Cora Gros? I J' (SEAL t;..1).I,. 13" )il~'1 rl\O~iSV1lH., )>Ii. ATTEST: FARMERS' TRUST COMPANY 'I J/"' -) I, ti y' (Lj /: BY W,/(( I ./:./J' /." ~ ,.' , / /, ~I /' r.' -~ ," ~/ ~EV."!S211.eo) . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT ESTATE OF _ Cora Grosz SCHEDULE "C" TRANSFERS * INSTRUCTIONS: 1. Answer the questions on reverse side. 2. If the answer to any of the questions on the reverse side is "Yes," provide a description of the properly 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. Allach a copy of any trust deed or instrument relating to the transferred properly. ITEM NO. DESCRIPTION ESTIMATED DEPT. VALUATION MARKET VALUE (OFFICIAL USE ONLY) None TOTAL THIS PAGE .00 () - ~- QUESTIONS CONCERNING PROPERTV TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Ves" or "No".) No 2. Did decedent, within two years of death, transfer property from himsel fl herself to himsel f/herself and another party or parties (including a spouse) in joint ownership? (Answer "Ves" or "No".) ~ 3. \I the answer to one or two above is "Ves" and the transfers are claimed to be nontaxable, provide the following infonnation: a. Age of decedent at time of transfer. b. Copy of death certi licate. c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer. d. All other information supporting nontaxabiIi ty of transfer. ,4; Did decedent, in his/her lifetime, make any transfer of properly without receiving a valuable or adequate consideration therefor which was to take ellect in possession or enjoyment at or alter his/her death? (Answer "Ves" or "No".) No a. Was there any possibilily that the properly transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Ves" or "No".) b. What was the transferee's age at time of decedent's death? 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end belore his/hor death: a. The possession or enjoyment of or the right to income from the properly transferred? (Answer "Ves" or "No".) ..lie- b. The right to designate the persons who shall possess or enjoy the properly transfened or income therefrom? (Answer "Ves" or "No".) Nn 6. \I the answer to live b. above is "Ves," state whether the right was reserved in decedent alone or others. 7. Did decedent in his/her lifetime make a transfer, the consideration for which was tlansferee's promise to pay income to or for the benefit or care of transferor? (Answer "Ves" or "No".) No 8. Did decedent, at any time, transfer property, the ba:leficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer 01 by operation of law? (Answer "Ves" or "No".) Nn 9. \I the answer to eight above is "Ves," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Ves" or "No".) REV-453 EX+ (3.80) COMMONWEALTH OF PENNSVLVAN1A OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT SCHEDULE "0" BENEFICIARIES * (Instructions on Reverse Side) Estate of Cora Grosz BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DECEDENT DATE OF BIRTH INTEREST OF BENEFICIARY Village 01" Middlssex Townsbi c 0 Reverend Glenn Gross R. D., 10, Box 10 Mschanicsburg, PA 17055 Nieces and nephews and children 01" deceased niece and ne hew See attached list ell Cla The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH ~ c..... ~ \MTf>ON &: SNELDAKER ATTORNEY. AT LAW . LAST WILL AND TESTAMENT I, CORA GROSZ, of the Borough of Camp !Ii ll, Cumber] and County, Pennsylvania, formerly of Middlesex Township, Cumberland County, Pennsylvania, being of sound-and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or codicils by me made. 1. After the payment of my debts, funeral and testamentary expenses, but before the payment of any inheritance or death taxes, I give five per cent (5%) of my estate to the Reformed Mennonite Church which is situate in the Village of Middlesex, in Middlesex Township, Cumberland County, Pennsylvania. 2. After the payment of the aforesaid ] egacy and a 11 dea th and inheritance taxes, I direct my Executor to divide the principal remaining of my estate into as many parts or shares as, at the time of my death, there shall be nieces or nephews of mine then alive, and children of nieces or nephews then deceased, represented by any child or children then alive, and to subdivide the share falling to each set of children of a niece or nephew then deceased, amongst them per stirpes upon the principal of representation, and to payover, assign and convey unto each said niece or nephew and child of any niece or nephew, who shall thus be found entitled, his or her share of the principal of my estate, absolutely. My expressed intention is that only nieces or nephews shall receive a full share and that children of nieces or nephews shall share per stirpes in the event of the death of their parent entitled to share in this estate. -1- Gn-....~~ REV.5l1 FO (7080) * COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Mr. Dennis C. Caverly Senior Vice President and Trust Officer Farmers Trust Company One West High Street P.O. Box 220 Carlisle, PA 17013 RE: Estate of County of File No. CnY'::l G"'n~z r.l1mn~""::lInti ? l_AO_O/;4/; Deor Mr. Caverly: You ore hereby notified that the nrigin'" appraisement in the estate of r.nr" r,rn,,7. has been filed in the office of the Register of Wills of r."mh...., "nrl County on A"gust 14 ,19 aL. Said appraisement reflects Ihe following valuations: Real Estate Personal Praperty Jointly Owned T ronsfers Total 100,000.00 124,CJ03.16 ~TOp~ MonA ??4,QO~.1/; As to such tax that is paid within three months from date of deoth, 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; ond twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rote of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice moy object thereto within sixty days after receipt of said notice os provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Date AllglJ~t. 14, 1QA1 s,,",,_~J.~ ~~ Title Chi "r Appr"i ""r NOTE: This is not a bill. REV-4!!l EXt (7-eO) COMMONWEAL TIl Of PENNSYLVANIA DEPARTMENT OF I~EVENU[ TRANSFER INHERITANCE TAX RESIDENT DECEDENT ~~~ _ .:'l&): U'..~,"',\, '" ~ I,. ~' ;~,"j:~:~J.'.ri.- \.,!,,_~...~!.~..t, INHERITANCE TAX APPRAISEMENT QORIGINAC' o SUPPLEMENTAL Estate of C.tlra_Grosz_______ ____ File No. _n__2J-80-0646 Coun ty Cumberland October 3, 1980 Date of Deoth In the evenl thaI uny future Interest in !his estato is transferred in possession or enjoyment to collateral heirs of the decedent aher tho expiration of any c.tale for lifc or for years, the Commonwealth hereby expressly reserves the right tlJ appraise and assess trander inheritance taxes 01 the lawful collateral rolC!! on any such (uluru interest, PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH ASSET SUMMARY DEPARTMENT'S APPRAISED VALUE 1. Total Real Property - SCH. "A" . . . . .. $ 2. Total Personal Property - SCH. "B". . . . $ 3. TotolJointly Owned Property - SCH. "E" S 4. Total Tronslers - SCH. "C". . .'. . . .. $ _100...000 00 1::>4,Q01.11L-- Unreported S Unreported S Unreported S Unreported S S --1DO,OOO.OO $ 1::>4,901 1/; S Jon" S None S 224,903.16 --HOMA Nnnp o LIFE ESTATE DANNUITY TOT AL GROSS ASSETS DREMAINDER TOTAL VALUE s I do hereby cerlify thai the obove appraisement is mode in COZformi with Pennsylvonio law and has been Filed this day with the Register of Wills. /::/" ~/'%dt4-- ~~ Aup;ust 14,1981 Y' A~ DATE Q) s ~ l: 'M III ~ r.. ~ ~ ~ ::l ..: <: :2: Z Ltl Ltl .l<: 0 >- >- N r.. 'C. III III l: Ltl 0 '" III III r.. ...... ::l t:l +> r.. III Q) ...l III Q) .0 ~ <: r.. r.. 3 - 0 & u z u u - '"' 0 '"' - 0 ~ ~ ci ~ '"' t=. fo- 0 III 0 Z III ci - Ltl '" >- f0- ci Z fo- Ltl fo- Ltl Z Z ...l ci - ci ~ z ~ :;; ;:: Ltl ...l Z Z 0 ::l U t.:l Ltl - ~ ~ 8 0 z :: tIl ~ Ltl 0 :i CHARITABLE EXEMPTIONS Section 302 of the Inheritance and Estate Tax Act of 1961 and the Act of May 28, 1956, P.L. 1757, as amended by 1959 P.L. 821 provide for exemptions from inherJtonce tox on transfers of property to or for the use of quolified chorities. (1) Anyone seeking 0 choritable exemption from inheritance tax shall fi Ie an applicotion, in triplicate, with the Register of Wills for the county in which the decedent resided or the county where letters were issued,on a nonresident estate. (In nonresident cases where no letters have been issued the application shall be liled with the Bureou of Exomination, Reports Reconciliotion Division , 6th Floor, Strowberry Square, Horrisburg, Pennsylvania 17105.) (2) More than one charitable bequest moy be listed on the applicotiun subject to the following restrictions and limitations: (a) All of the orgonizotions listed an an application for charitoble exemption must be qualified far opproval by the local Register of Wills. Such organizations must appeor in the "Cumulative List, Publicotion No. 78," printed by the Superintendent of Documents, Washington, D.C. or must qualify os 0 local established church or cemetory association of a church. (b) Applications for charitoble exemptions on bequests to organizations which do not qualify for approval by the local Register of Wills sholl be filed On on individual application basis, listing only one choritable organization an eoch form. (c) When on application is prepared to cover more than one charitable organizotion, the nome ond address of eoch of the choritable organizations ond the omounts or opproised value of the property for which the exemptions ore claimed shall be listed on the reverse side of the applicotion form. (3) No application for 0 charita~le exempti~n sholl be processed until-lffier tl-aP =<> fTl - ::o~ Commonweolth has opproised the value of the property in the esta!jJlnd an officlJil:) notice of approisement (Form REV.518 or REV.523) for resident d~~.dent~or '~2! the letter of notice of opproisement ond assessment of tax for non'!.<i~ideni":; ;;::i decedents, has been duly filed by the Commonweolth's appraiser W'ii~ the 'R'egisterC: of Wills or the Deportment of Revenue, os the cose may be, and o ,copy sen.1i to ;~ the taxpayer as required by law. '''':.1 1"V 'I ;0" '"' c:x5 ("')r- ;o=<> c", - _.7:1 ",'" S~ , ~g r~1 ' c:: . ~7l"] :t.r;:: "'" .t..":l 1-' :~.; -.r., ", " N 'l.J ~. .' ... ". '0 .~. ':j -'-;. ,-, . '; :....:,.-, J;{ r-, ,-..; ". This form must be completed In trlpllcato and all three copies dollvered to the Register of Wills for the County In ~'hl~h the~ajcedent r;sldod. or In whfch letter. were tuued far a non-resident decedent's estate. If the decedent was 0 non-resident of Pennsylvania and hItters were not Issued by a Pennsylvania Register of Wills, deliver all three copies tol fA. Department of Revenue. Bureau of Examination. Nonresident Inheritance Tax Unit, 6th Fl., Strawberry Square. Harrisburg, fA 17127. R~V.483 (8"13) COM\lONWEAL TH OF PENNSYL VANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPE RA TIONS INHERITANCE TAX SECTION OFFICIAL NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX TO: DATE: ESTATE OF: FILE HO: COUNTY OF: DATE OF DEATH: ------------------------------------------------------------------------------------------ A. DETERMINATION: 1. Taxable estate based upon: The United States Estate Tax Return (Farm 706) Tho communication from the Federal Government confirming the acceptance of or changes to the Fedaral Estate Tax Return 2. Amount of credit lor State death taxes (as verilied) 3. Pennsylvania inheritance tax assessed (excluding any discount and(ar inle,est) 4. Nonnal inheritance tax paid to other States or Territories of tho United States (excluding ony discount and/or interest) 5. Total inheritance tax credits (line ilem 3 plus line item 4) 6. Total liability far Pennsylvania estate tax (line item 2 minus line item 5) $ $ , i s $ $ $ NOTE: Complete line items 7 and 8 ONL Y when determination is based an Federal Closing Letter 7. Amount of Pennsylyania estate tax assessed on determination dated Addition (reduction) to Pennsylvania estate tax (line item 6 minus line item 7) $ $ 8. Detennination prepared by: Date: ------------------------------------------------------------------------------------------ B. ASSESSMENT: 1. Pennsylvania Estate Tax reflected an: line item A (6) line item A (8) 2. Less credits: DATE OF PAYMENT $ AMOUNT PAID INTEREST (5 ) (5 I (5 I CREDIT = = = 3. Balance of Pennsylyania estate tax due $ Interest is due at the rate of six (6) percent per annum from to the date ef payment. Assessment prepared by: AGENT FOR THE COMMONWEA.l. TH Oat.: SEE REVERSE SIDE FOR INSTRUCTIONS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '* COUNTY FILE NO: '/ .: DATE ,'.. '- ~ , , ,: /. ,/f/ TO: ../, f' }:-f.rl~}" // .J ",.,,- ESTATE / t _/:' "/ .; " {'.,- " I; J . '-/.i .".< ,/ ".--:- - {' FILE NO, I ' ,,/ ,'/ '-I (~ / '.1 : i,' i ---.., '-"'~ _ t-/ #'. /_fl, / .,' , -"':, COUNTY /,~,., I - ,,-' .., ,. 0.1:-' '.' '-' _..'~ ..-/..~r.-____ /. ;' /' DATE OF DEATH "];:"Uj,::/ //:.t.I Appraised Vatue of ES1a1e: Real Estate Personal Property s < ,', ,'/ .'(1 + " 1/>"': /1/. --- - - --- Jointly Held PropertylTransfers + Total Gross Estate 6 : ~/ /.,..-'. it.-: Total Approved Oeductions ,I / _"< I Clear Vatue of Esta,a s' I;:' / ,:'; /0 Less: Approved Charitable Exemptions / '(';! ",7 Clear Value of Estate Subject to Tax $ /.<~/ .; ~';/. if,; Amount Taxable @ 6% Rate s tax due s Amount Taxable @ '5% Rata / ./ ;, " :< '; "( .' J.", I r tax due >'/ "/'/1, II s .;;. '/ -'/ l1, 'I I , TOTAL PENNSYLVANIA INHERITANCE TAX DUE ... * ... ... '* ... 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 /-'J - >/( $ ~'...j . '.".-') ).(l + ~j~/ /./ - s = -?rY? ~f ',"./ s....:::J71 -''''" 7' I.. + = + = Interest on the to date accrues at the rate of six (6) percent per annum unpaid balance of Inheritance Tax from of payment. Interest due if paid by is BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE s rj -'), ,/ ",~',:) lr'''~/l-~ . _ .' ~~~~'.":/.'r1. .~..G AssBssodby: /' ':1 //. ,~~/_(....,"r':......;J St'o Information on Reverse Side Agentlo"'h.Co~.rtlon~.hh /1 ,\, ~ r-} /1' - ('it::. ,,-..I.'V , ""' , , v : u,: " :\'..': GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an ~state 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 82,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws. c "" 0 (") > t'1 > ~ > 0 0 0 Vl 0 Z Cl I"l c: 0 -l Z s: Z t"' t'1 t'1 ;>; Z > 9 9 t"' Z ;:0 -l Z Z t'1 -l t'1 9 9 -l -< Vl t"1 ~ Z 0 Vl 0 9 ." ;:0 ." ~ ~ 0 ." 0 ." - Z (") ..!,.' :; "'" l"" (..;',. 00 ',' c: c>: ""::' Vl -' l'1'l :1_ .:~~ " \C 0 ,- N ~!:< Z C:::,., 1;-:-1 l"" UJ~'~1 Z ~;(>:' -< ,0:"'-' =; 'j ~;I -< -< 0: V> ~~z t"1 t"1 ~ Dc > > Uw u::;:) ~o: ~ ju ;:0 ;:0 ~ u ~s.., <:S <:'"' ~ <= -- f~....s::< ~ __ __ ~.. 4:::" -~ 3"~'" ~ " INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid. 4. Enter the names of each payee. 5. Provide a brief explanation in the remarks column for each debt claimed. 6. Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts. , .~ REV-t07 EX (..eo) INHERITANCE TAX REFUND CALCULATION SHEET ~ESTATE OF (1oRJ1 01((()S"Z. (11 J fV1 (~ER..lfH,lj) DATE OF APPRAISEMENT' Z l..d-f-z I STATE FILE" ,..:J ( 5<0 - ()(otl ?, DOCKET" J '-1 '-I S? 9. COUNTY OF REAL PROPERTY 100 noO. m I I ,:2l/ J q o2L..J (", S PERSONAL PROPERTY TRANSFERS --. 0 JOINTLY HELD PROPERTY -'. GROSS ASSETS 01;) '-I q 03, 1 (r) . I 3..1 Q::2I.,'),) I 19:2 9 2 1 . 9.~<) I q,0,'1Q,09 I ~3133;J.. "7G:, LESS DEBTS AND DEDUCTIONS CLEAR VALUE $ 51oKEs.'7~ (2Hf-Jrm/ _ ,,' TAX @ 6% _ lS% ..../ $ lESS 5% DISCOUNT ON $ d 1 , 4 qQ .9 ( . PLUS 6% INTEREST FROM: TO: NET TAX DUE LESS TAX PAID REFUND DUE S CALCULATED BY: \ I I (" ' r U Q.L\L-.~ DATE: (I <: h(l o I I &-..:1....3 (" ,93_ REFUND DETERMIHED: $ REFUND CLAIMED: $ ,::2.7. 4qer ,91 , 1 37 ~--{)() I ;)~/';.:J.Y.9/ 33 ) 000. ()() (p, 5 75.09 . In S 7.:5, 09 ( 0" ~ I I I I l i .,1 I I 1 , 1 I I I I I I 1 . I I , L =t - L '" " ,. c:' '" '. Cl ";.-; ~.l LL' 0";-" . 0" "" ,~~ (CUO --, OClj .....~.- <'>w :r.:3 ~Q: N W(, EO _J U IN THE COURT OF CONNON PLEAS OF CU~mERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF CORA GROSZ, LATE OF THE BOROUGH OF CARLISLE SCHEDULE OF PROPOSED DISTRIBUTION Balance for distribution as per First and Final Account filed October 26, 1984 DISTRIBUTION: Reformed Mennonite Church Principal Cash Income Cash 10,902.47 681. 37 Children of John Grosz: C. Freeman Grosz Principal Cash Income Cash 6,506.39 562.87 Ernest Grosz Principal Cash Income Cash 6,506.39 562.87 Mark L.K. Grosz Principal Cash Income Cash 6,506.39 562.87 Wayne H. Grosz Principal Cash Income Cash 6,506.39 562.87 Jane Keller Principal Cash Income Cash 6,506.39 562.87 Vance Burnett Grosz Principal Cash Income Cash 6,506.39 562.87 ! ,. :~. -1 U'" " . ."- . I........ ".,.', ., , (,I ~=H~",m,1,~! 11,583.84 7,069.26 7,069.26 7,069.26 7,069.26 7,069.26 7,069.26 i I {, Children of Edward Grosz: Ca therine Hellerman Estate Principal Cash 6,506.39 Income Cash 562.87 7,069.26 Israel Gross Principal Cash 6,506.39 Income Cash 562.87 7,069.26 Paul E. Gross, deceased Edward P. Gross Principal Cash 6,506.39 Income Cash 562.87 7,069.26 Francis M. Gross Principal Cash 6,506.39 Income Cash 562.87 7,069.26 Children of Catherine Green: Marcus H. Green, deceased Thomas F. Green Principal Cash 3,253.20 Income Cash 281.43 3,534.63 John F. Green Principal Cash 3,253.20 Income Cash 281.43 3,534.63 Anna Wolfe Principal Cash 6,506.39 Income Cash 562.87 7,069.26 Catherine Jeffries Principal Cash 6,506.39 Income Cash 562.87 7,069.26 ....,!J' -1 (J' '-I ...;.. , 1"'''''- ,..,..-\ I ~~: J Evelyn Casper principal Cash 6,506.39 Income Cash 562.87 7,069.26 Mary Jane Ike principal Cash 6,506.39 Income Cash 562.87 7,069.26 Charles Green Principal Cash 6,506.39 Income Cash 562.87 7,069.26 Children of Charles Grosz: Helen A. Hoover, deceased Robert L. Hoover Principal Cash 1,301.28 Income Cash 11b11. 1,413.85 Joseph H. Hoover, Jr. Principal Cash 1,301.28 Income Cash 112.57 1,413.85 Thomas H. Hoover principal Cash 1,301.28 Income Cash 112.57 1,413.85 Peggy Lou Hoover Pilgrim Principal Cash 1,301. 28 Income Cash 112.57 1,413.85 James W. Hoover Principal Cash 1,301.28 Income Cash 112.57 1,413.85 Alma Grosz Principal Cash 6,506.39 Income Cash 562.87 7,069.26 ,. ~. ;, -1 i)'L/ 'I,: ....1:-'1"'" __" , /.... I\Hi Rhoda Grosz Principal Cash Income Cash 6,506.39 562.87 7,069.26 Sara E. Grosz Principal Cash Income Cash 6,506.39 562.87 7,069.26 Children of Harry Grosz: Edna G. Sheaffer Principal Cash Income Cash 6,506.39 562.87 7,069.26 Mabel W. Yarlett Principal Cash Income Cash 6,506.39 562.87 7,069.26 Mary E. Morrison Principal Cash Income Cash 6,506.40 562.86 7,069.26 $ 174 176.81 =====::!:====== STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION /'"'. The above distribution is proposed in accordance with the terms of the Last Will :~:n;;~~::~~~ of Cora Grosz, late of the Boro:i?/Of cart21iS~!J:~umber1aQd County, II , II /~ I Ii!..-<ll/tii- Lv / Dennis C. Caverly, Exe~utive Vice President , and Trust Officer 1/ COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND Dennis C. Caverly, being duly sworn according to~law, deposes and says that he is Executive Vice President and Trust Officer of Farmers' Trust Company, the Accountant in the Estate above named, and that the facts set forth i~the Statement of the Reasons for the Proposed Distribution are true and correct. /' I '1 ,...1?wp.t;nc~d subscribed to before I /....;}'Iii~:.~h.1:s . iN/.! day of October, 1984. ,j/::l....:<~:;;~:'..~:.....:i:>~..~::. "" !~ 0 : U i' C ~ ....... ~ .: .: ;~~; "~'.. .. ~ "., ~ ..::;.:.~' ......iil/-.C . tJl' .....: ..' - . / "'.' .;'.~:... .~.,\I~'.l.. ~ ,t _IS"I!"f. ~...Pllmi ~.lIG. 16. ns . '.. .... I\... .&T.1arc) Yetll\:)'IY~:u~ ''''soci''l;~" Cf "'eta., :...:..;.......:.,~:.:.... .. ,.. ...,.. . "I.~Y .\ :\,:., ........ / utive Vice President ~j. ,. "..! , "!"J') ,. c.< ,"':' '." t:l f<l en o I'< !ilz 1'<0 H ~... OP '" f<l:;j S... t:len !ill:: tJ en , '. ..: ru": H ..:l 0 ~ ~ ~ ~ '3~~~ ~~ QJC) ~ O~S t:l ... enf<lH "~~,; ~p...~ ~=8< ~~i:< !ilg~~ ...t:l u!il 0 S~H ":O!;;jtJ :EO<<:"'<<:"'Z'" ;:E:tJP....rO HtI') o O"'tJf<l~P tJ~tJ :I:": O~...~H ~ .. OJ 0 olilen ~ en Hf<l~~~O...~ 8~~o!i;~~~ tJtJozru..:l~~ ... o CO CO a> a> .... .... " " '" M N I-< I-< .. .. .g .g '" '" tJ U o 0 " ~ ~ t:l ~ ~ ~ o 0 ru f<l !;1 !;1 t:l t:l O~~-Q':: ..- ~ I:~. ~ t.G_~>.)(~t3- c 0 CD :;;a _'- ~.. ';J =-= ~~e.!!Se O;::'Oc..~~uBu 4J ; ,,~_"'C ~ ton .Q ,.Q .. 0 '8. ., - c -..c.... :J Q.l ......O=...M_=..c..~ O':::~_~ .....s Q.I.Ed.lO_:,...O~ U._ -= .... ~ ~ -:-~ '~~~cF1t~._ c;.::: en - c ..... .E "~' ~ B .::t .- ~ ~ .~ c ~i. _ .:J ::: ~ ... 4J C ll) 'c 'n Q.I;::: "==_" - .. :;:g.;c- ~~ ;;~.::~_._g'" - .:J;': V 1:: :... ~ -.. 1: - - ti ~ c Co ~ .~ '!; '- C -" '- -, .i: 'E..=t;C .. e " :I u ~ IU 0 ; ;....... e u.::: .0 .s . :-; a3 ,. ;n~ )~1 J>. :...::., r~n - ~o - , :::> ,.,,:::0 ::? --10 - -< ",~ -0 :\..!'J _N ,....,6 ~ - t'" ~ .I? '. '" co '" " -E " .' CJ 'g ~1~, ~~ i X c; ~ ~. ~l~ .. "" ..c ';; ::. ... ..~ ~~ c ,... '1J '.:,j ~. ii C; .c - ,~ Co u ~ 1::: " - c:J 01 qj ..c::aoso _..... "d....... ""0 .c ~ 8 cgS]..~ >- ~I "0 g t.J Ul "'t:i ~B! . I- ~ ~~ ....w ....:!: :;10: :3~ .- 0: Z 0: > .. . >'! Ul'" z=> z': .. " Dol! , E .. . ~:l! ::;, 0: 0: U .' COURT OF CONMON PLEAS OF CilllBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21 80 646 ESTATE OF CORA GROSZ, Deceased Late of the Borough of Carlisle FIRST AND FINAL ACCOUNT OF FARHERS TRUST COHPANY, EXECUTOR Date of Death: October 3, 1980 Letter Granted: October 10, 1980 First Complete Advertisement of Grant of Letters: November 14, 1980 Account stated to October 26, 1984 SUNMARY & INDEX Pages PRINCIPAL Receipts Net Gain on Conversions 2 2 232,895.30 74,808.05 307,703.35 89,653.88 Less Disbursements 3 Capital Changes 3 Less Distributions to Beneficiares 4 218,049.47 57,500.00 Principal Balance Remaining 160,549.47 INCOHE Receipts Less Disbursements 4 5 19,514.94 5,887.60 Income Balance Remaining 13,627.34 COHBINED BALANCE RENAINING g=H~'!'Hg,;~! . ~ r " :1.U7 i~~r .. ',2 ',' , t'tJ .. Cash Cash 6/24/81 6/29/81 12/31/81 3/8/83 10/5/84 COMPOSITION OF NET BALANCES PRINCIPAL ~:~g2'!~~2=~Z INCOHE ~::~~,!g~Z=~~ PRINCIPAL RECEIPTS Inventory Filed Per Copy of Inventory Attached 224,903.16 Subsequent Receipts 1980 Federal Income Tax Refund Refund, Presbyterian Homes, Inc. Refund, Pennsylvania Inheritance Tax Pennsylvania Power & Light Co., right-of-way Pro-rated Real Estate Taxes 956.00 33.95 6,575.09 1.00 426.10 7,992.14 g=~~h~2~=~2 Total Principal Receipts 10/21/80 5/10/82 6/28/82 10/5/84 PRINCIPAL CONVERSIONS INTO CASH Gain Loss 200 shs. Duquesne Light Co. Proceeds Inventoried at 2,566.80 2,612.50 45.70 1M par U.S. Treasury Proceeds Inventoried at Bond 3% 2/15/95 790.00 836.25 46.25 24M par U.S. Treasury Proceeds Inventoried at Bond 3.50% 2/15/90 19,895.00 19 ,995.00 100.00 Real Estate Middlesex Township Proceeds 175,000.00 Inventoried at 100,000.00 75,000.00 ' Totals 75,000.00 191. 95 Net Gain Transferred to Summary g==Z~'!~2~=2~ . " ;aj,'j.""\ ",',r '! J"'; ~,.. __ , ;,...L '{.;i.J 2 U.S. Treasury Bond 3.50% 2/15/90 PRINCIPAL CAPITAL CHANGES 9/2/81 6/28/82 10/10/80 10/21/80 10/31/80 11/3/80 11/13/80 1/5/81 3/2/81 3/12/81 4/23/81 4/30/81 5/15/81 6/24/81 6/25/81 6/30/81 9/2/81 9/10/81 2/16/82 4/19/83 9/6/84 10/5/84 30M par Inventoried at 6M par Paid to Internal Revenue Service for Federal Estate Tax 24M par 24M par Sold ===~=Il~);= PRINCIPAL DISBURSEMENTS Register of Hills, Letters Testamentary The Evening Sentinel, advertiSing Letters Testamentary Cumberland Law Journal, advertising Letters Testamentary Hoffman-Roth Funeral Home, Inc. MGM Pharmacy, balance due Presbyterian Homes, Inc. Register of Hills, Pennsylvania Inheritance Tax James D. McCoy, Tax Collector, 1981 real estate taxes Plough & Lillich Insurance Agency, liability insurance premium Computax, 1980 personal income tax return preparation Carlisle Memorial Service, Inc., lettering monument Register of Wills, Short Certificate Register of Hills, Certified copy of Hill Internal Revenue Service, tax due Register of Wills, filing Pennsylvania Inheritance Tax Return Hoffman-Roth Funeral Home, Inc., death certificates Notary fee District Director, Internal Revenue Service, 6M par U.S. Treasury Bonds 3.50% due 2/15/90, Federal Estate Tax payment Notary fee William F. Hartson, P.C., partial attorney fee D.P. Raffensperger Associates, property survey D.P. Raffensperger Associates, marking property corners 1% Real Estate Transfer Tax Realtor's fee Reserved: Hi11iam Farmers Closing F. Hartson, P.C., balance Trust Company, commission and Filing Costs attorney fee Total Principal Disbursements 3 . . ~~, " 1.JJ'? "' , 1..',( t-. -\ " I' ,,_~ '-t 24,993.75 4,998.75 19,995.00 19,995.00 ~=======,;~~ 80.00 18.00 18.00 3,901.00 9.40 206.69 33,000.00 83.44 21. 54 50.00 40.00 1.00 2.00 241. 82 6.00 6.00 1.50 4,998.75 1.50 10,000.00 350.00 75.00 1,750.00 17,500.00 3,496.12 13,496.12 300.00 ~=~2",g~~=~~ 6/22/82 6/23/82 6/24/82 6/28/82 6/29/82 7/1/82 7/13/82 " PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES C. Freeman Grosz Jane Keller Vance Burnett Grosz Charles Green Anna Holfe Israel Gross Ernes t Grosz Mabel W. Yarlett Edna G. Sheaffer Mary E. Morrison Thomas F. Green Catherine Hellerman John F. Green Wayne H. Grosz Evelyn Casper Francis M. Gross Mark L.K. Grosz Robert L. Hoover Catherine Jeffries Joseph H. Hoover, Jr. Alma Grosz Sara E. Grosz Rhoda Gros z Mary Jane Ike Peggy Hoover Pilgrim James W. Hoover Thomas H. Hoover Edward Gross 2,500.00 2,500.00 2,500.00 2,500.00 2,500.00 2,500.00 2,500.00 2,500.00 2,500.00 2,500.00 1,250.00 2,500.00 1,250.00 2,500.00 2,500.00 2,500.00 2,500.00 500.00 2,500.00 500.00 2,500.00 2,500.00 2,500.00 2,500.00 500.00 500.00 500.00 2,500.00 Total Principal Distributions $ 57 500.00 =========== INCOME RECEIPTS Interest, Mortgage Participations 10/21/80 to 4122/83 Interest, Certificate of Deposit Farmers Trust Co. 1/9/81 to 1/24/83 Interest, U.S. Treasury Bond 3% 2/15/95; 2/17/81 to 5/10/82 Interest, U.S. Treasury Bond 3.50% 2/15/90; 2/17/81 to 6/28/82 Interest, Temp Cash 4/6/82 to 10/2/84 Interest, Fed Cash 8/4/82 to 10/2/84 5,186.14 6,604.55 47.63 1,526.66 2,641.61 3,508.35 g=!2'!'~!~,;,2~ Total Income Receipts 4 ,':,:;',', ,jU'''i .::.- .;_ I I.. ~I 1~1 .. - , l:..J 1/14/81 4/13/81 7/3/81 3/4/82 4/14/82 7/7/82 2/24/83 4/15/83 7/7/83 3/15/84 4/11/84 5/29/84 7/3/84 '. .' INCOHE DISBURSE~IENTS Internal Revenue Service, quarterly estimate PA Department of Revenue, quarterly estimate Internal Revenue Service, 1980 tax due PA Department of Revenue, tax due James D. NcCoy, Tax Collector, real estate taxes Plough & Lillich Insurance Agency, liability insurance premium James D. HcCoy, Tax Collector, real estate taxes Internal Revenue Service, tax due PA Department of Revenue, tax due James D. HcCoy, Tax Collector, real estate taxes Plough & Lillich Insurance Agency, liability insurance premium Robert LaDane, Tax Collector, real estate taxes PA Department of Revenue, tax due Robert LaDane, Tax Collector, real estate taxes Nancy R. Sheib1ey, Tax Collector, real estate taxes Internal Revenue Service, tax due PA Department of Revenue, tax due Plough & Lillich Insurance Agency, liability insurance premium Nancy R. Sheib1ey, Tax Collector, real estate taxes Tax preparation fees 3/16/81 to 10/2/84 Farmers Trust Company, income commission 239.00 75.00 90.00 66.00 500.62 26.36 74.17 1,139.00 141.00 509.89 24.00 74.17 1.00 509.89 74.17 112.00 66.00 35.53 556.25 385.00 1,188.55 Total Income Disbursements $ 5 887.60 =====~====== /~ / FAIDIERS/TRUST COMP, ') EXECUTOR CORA GROSZ /, i / L '/ ./ )/} By U'J.,4lv?' // ('l.e' penn is C. Caverly, Exe tive Vice President and Trust Officer COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND Dennis C. Caverly, Executive Vice President and Trust Officer Farmers Trust Company, being duly sworn according to law, deposes and says t~a2 the Account as stated is true and correct and that the Grant of Letters and the fitstcomp1ete advertisement thereof occurred more than four (4) months before the fili g of the, ';[lA ,unt J . .l! Y1lii{.. . D nnis C. Caverly, xecutive Vice President and Trust Offic r Sworn to and Subscribed before me this ~day of October, 1984. rJlnl~' 0, f,'^J~ .il)'... ",'.:. _. # '"~l I ,~,) 5 ~ ~ ~ ~ ~ ~ ,.l .oSf%<~ >< u<O>o: ~tI) OJU ~ O~~ ~f%<E-< <Il<<lH .O~~. <p..tn N 0 ~ to--I tn:;I::U ~><"~ gg~~ E-<~ t:l0 0 ~~E-< oa~!;;jU ~8~~o~~~ o O"'Uf.:Jf%<::> ueuOf%<i=l~~ f%< ~- <Xl 0 o:;l~....~~ gJ ~<<lii'lN<f.:JE-<~ ::> ~ I>< . E-< E-< gj OP":O<ll'llH UUOZf.:J,.lf%<f%< ~ /'f . 3-~~C) ~JnOO e~~ ~ . V ISI 8 4~IMaJa4 UOnnqIJlr"'P JO eln .pa4oS pasodoJd 4111.\ €I ~epJcoe u paa..oap UonnqfJ~S!p I?ue ^liJln:~-,,.;q: pew'IIUOO lunooo"''''.,,'n;PL'ir;'rwl.l... ... <Xl o 0\ <Xl .... 0\ .... ....... ... .!. .s o ~ e t.c :: t;" :....~ .; := ..;:; e u .!J !::: ~ 0.":; - . i!l l: .2 :J - ~ \- U U U :J .g:9 :J III ~ ('CS '3: <:: o =- l1> 8 o~~ ~';S eLl CJ c3 t '- .~ ,9 > c _ Co) " t:: ~ ~.g '1: " :::-5 . '" . N '" '" OJ .c o .., u o '" OJ .c o .., u o ;;. " '-~ ?i :0 " c'- ~ ~~ t: ~ g ~ ". fi i=l ;;i ~ f%< o f.:J ~ ~ t:l Z H ,.l H f%< f%< o <<l ~ QJ.. < ;1 a1 .< 2 ~:o_ :?L _~ :nC_ ~ ~ l1) ~ .g ;: ... .... ~ _ ~..s " -Ii ~ '" o:l .- '- J:>. ",::0 , ~.' ",'" ~~.-:-- oM i2 _0 'n::O '.J _. .t:J '. -< , 'lr.'i r,; '-' W ":-' - " '"\ >- u~ ~:!: .;8 o 2lb; "';::) ::\l!a: I- ~~ ~LU ....:!: ....a: ;li2: ;.: 1"4;: '-, .-:-. :':J --I l'", ~ 0( Z 0( > oJ . >Il III '1 Z!:l z": ... k Q,.lI . e ... . ~l! ::i, ll: 0( U ''-' :.';) ... ,::.... j'- :::> ~1 I I ','.