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HomeMy WebLinkAbout80-00664 f:.. ,(~ ,."., ;'i".' i', '.." .': ....... " ;'" i:l . '.';,:" ~ l>< ',".; ~ ~ ! ~ m ~ m fa . r:l ~ . II:: ,~ ~ CI) '~ H ~ ~ ~ ~ ~ ~ CJ = 00 ,I - roc ..... ' o . o Z ~ III - '" UJ ~ M 'd Iii ll't \0 ,". " .'C' ',,. , '-' .,.,' '.'.;, .;..i',;::: .,.... :'i;':. . \.-~. ..\. ,'i No 21-80 (;t;,1 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of GEORGE D. BROWN / deceased. MARY C, LEWIS To ~:(}dix~m~~, Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania, IS Petitianer(;s~:ore the execuLQL-.-- named in the L.ast Will and Testament of Geor~e D. Brown ___.__ dated June 25. 1980 Decedent was a citizen of the United States and a resident of I~px Borough, Cumberland County, Commonwealth Carlisle of Pennsylvania, Decedent died on Monday the _ 6th day of October A. D, 19~, in the County of ~mberland, , State of Pennsylvania at the age of 82 years, NQ~ ~ x~~~ Decedent has not been married and has not had children born to him since the execution of the above described Will. Decedent was possessed of personal property to the value of Unestimated and of real estate to the value of None as near as can be ascertained; said real None estate situated as follows apply Therefore, your petitioner(s) respectfully appl ies for the probate of the said Last Will and Testament and for Letters Testamentary thereon. Dated October 15. 1980 Name and address CCNB BANK. N.A. of Petitioner(s) B (l James A, Smiley Trust Administrator 21st & Market Sts. Camp Hill. Pa. 17011 COMMONWEALTH OF PENNSYL VAN IA ~ ss COUI'-ITY OF CUMBERLAND , James A, Smiley. Trust Administrator. CCNB Bank. N,A. named in above application, being duly say(s) that the statements set forth in slvorn according to low this petition are true to the Sworn to his knowledge and belief. and subscribed before (16/f>l;p U t1 ,i~, best of &h </. /6% me, O~1'ohp.r 1", 19 80 ~ ~_, ~/h'~) xRli ro liIxltx~~ ncx Register MARY C. LENI S Att !".,,;__~~//,;/1 orncy: .Jamc~ R, Humer ~ Filed; october 16. 1980 ,;V-fO-(,fD<! ~1 " 1 Wns'~k lJU~lf~ nUibl: ~(1J;~lil,tnntit;'tf! ~..!:j'. 't~:ii'~>':J'Y ,,;v;V""-""'~~ ~i' oJ;~...~t.'i?(,;.- . I, GEORGE D. BROWN, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last will and testamcnt and revoke all wills which I have previously made. 1 1 give and bequeath the following sums to the indi- viduals named in appreciation of thcir kindnesses to me, if living, otherwise to lapse: Mrs. Carl Haffly, 112 North East Street, Carlisle, pennsyl-\ vania, One Hundred Dollars ($100.00); Mrs. Frank Gouffer, 45 South East Strect, Carlisle, Penn- sylvania, One Hundred Dollars ($100.00); Mrs. Alverta Haymaker, 125 Channel Drive, Carlisle, Penn- sylvania, Five Hundred Dollars ($500.00); Mrs. Betty Colbert, 103 East High Street, Carlisle, vania, Five Hundred Dollars ($500.00). pennsyl II I direct my executor to convert into cash and sell at either public or private sale the residue of my personal estate, and to add the proceeds thereof to my residuary estate which I give ani bequeath one-half to my daughter, Ruth 1. Reinhard, and one-fourth to \ my granddaughter, Patty Aichele, and one - fourth to my granddaughter, I Karen Aichele Baker, if living, and if deceased to her or their survivtlng issue, III Any share of my estate which shall become distribu- table to a minor may be held in a savings account, certificate of deposit or similar security, in a federally insured banking or savings institution in the name of the minor and marked not to be \~ithdra\m until the minor attains the age of 18 years. IV 1 appoint as executor of thi swill, CCNB Bank, N. A. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 25th day of June, 1980, . '\ l< /. 1./1 ( ) I 'v 2.---;.vt..v I SEAL D. BrOlm Signed, seal ed, publ ished and declared by George D. BrOlm, testator above named, as and for his last will and testament, in our presence, who, in his presence, at his request, and in the presence of each other have hereunto subscribed our names as attesting witnesses: f't"H-<.-:J1. ~~, -~ '- , : I ( . '1.;4/-f!,1k'hO~/ ~, "~ B: .. \.II ." ..' JlO. w ~ ~ !l: >- o .. ~ ~ ~ III 0 t.l '( c . = ~ ~ ~ j:l _, o-l < ::> ~ Ol ~ ::c ~ lD . ~ .. . ~ t.!l ,)- . ~ ~ p:: P:: I>l ~ :I: 0 III 7. ~ ~ oj ~ t.l ~ . . ~ t.!l " >- . :;: t:: . .. :; <-.: x . " ;:: 1. < 'j ~OU ',' .. 0, . . ( OATH m' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Registcr for thc Probatc of Wills and granting of Letters of Administration in and for the County of Cumberland,pcrsonallycame James A, Smiley, Trust Administrator. CCNB Bank. N.A, ,do es depose and say that as Executor who, being duly sworn George D. Brown deceased of the last Will and Testamcnt of it will well and truly administer the goods and chattels, rights and credits of said deceased according to law, And also will diligently comply with the provisions of the law relating to Transfer Inheritances, rrr-and subscribed before me, October 15 A.D" 19~ ~4/'~2- 0 L<~/.-{:U / ?/J(ILA<1- f!- ' !';:;tJ.....~ .J (J ~ Register ~ 'J) '.&) 0: co: , : _: N: o z '<1': \0: \0: I, 0: (I): I: ~: Mj .,; Z .fl .s OJ r.:l L!- a -1 -1 - S :..; :", ~ gJ : ?3 :'" 10 z: ~: 0: ~: III 1 .: eq 0-1: ~: ~: 0: 0-1: ~: 0: (I): O'l .-tr \0: ~1 ~: Q): .0: 0: +l: u: 0\ ~ ~ <l'! (I): *1 -"l 8 ~ ... VI '"t) ... .... .... ,~ ::= = ,~ 'tl " 'tl .. o " " .. 'tl a ~ '"" .. u: 8: V-1: 1': If): ,..-t: *: ~ ~ al - ,~ ~ Be it remembercd that on the ;16th day of DECREE October 80 ,A.D,,19 , there was probated and George D. Brown late of recorded the last Will and Testament of D d L Testamentary ecease, etters were granted to Witness my hand and official seal the day and year aforesaid, Carlisle ,Cumberland County, Pennsylvania, CCNB Bank. N. A. ,. 159 . ~ , 91~' (I. ~~ Real11er '--- - -- -- ---- ---. -_. ADDRESS ~_ __ r~ ___ ... -- --~ -- -- - - -- - --- -- ---- -~- - - ----- - ---- ------- TAX AT 6% TAX AT 15'lio TAXAT_% ESTATE TAX camp Hill, Pa. 17011 '--ESTA TE INF(jRMATiCjN7ij~a"i-22 --1980---- DATE OF DEATH ' FILE NUMBER DATE OF PAYMENT NAME OF DECEDENT ~OUNTY 21-80-664 December 22, 1980 GBORGE D. BROWN Cumberland m m POSTMARK DJH'P '" AD) 011 ACr.:UUlll'r" REMARKS: SEAL I RECEIVEO BY REGISTER OF WILLS = -~.. -- 708.00 35.40 672.60 t: ,~ . ,/ /( v. -;'<" -' /1,; /c/ ./Lc,.r,-rd I .,iry Cl?n.~l. Register of Willi TOTAL TAX CREOIT LESS DISCOUNT PLUS IFROM % INTEREST TO_I TOTA'L AMOUNT PAID COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 55: ._I,_J .A. ..Smiley ,___Trust Administrator, CCNB_Bank,.-N..A.~ ----------. boing duly __s:Jorn--- _ _ _ ..__ according to law, doposes and says that he_tuxecJ,lJ;Q.r----. -'- _.____..--- ..__ ___ _ __..' __ __ _______ of the Estale of C:pnJ:g" n lIro"'" lale of Carlisle ' Cumberland County, Pa" deceased and that the within is an inventory mado by _ __ _ CCNB..Bank,--N.-A.---- --- - ,the said.--Executor-- of the ontire eslate of said decedent, consisting of all tho personal prop.rty and real estate, except real estale outsido Ihe Commonwealth of Pennsylvania, and that Ihe figures opposite each itom of the Inventory represent it's f.ir value as of the date of decedent's dealh, .$"~~ n <<? jJ _ and subscribed before me, CCNB Bank, N.A" \ Es tate of Geor By~_(l-'l ~. Executor , __21o.:L}lal:ket-S.treet , Trust Adminis_tt:lItpr Administrator _~Ilnt" f1"1' /)8' 19i:( ~f 1 eot. (j f.~_/ o dl"U'!= J. ~ 'i~. No'ar{ r'l.,l ':e t,. , Hill. ~mber!lInd Co.. hi. ~miuion &pirel Jilt .. 19a1 -Camp- Hi-ll.,--FA. l-W-l-l---- --- Addreu Date of Death __._L_- O'Y _~tober Month 1980. Yur INSTRUCTIONS I, An inventory must be filed within three months after appointment of personal representative. 2, A supplement inventory must be filed within thirly days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or really 4. See Article IV, Fiduciaries Act of 1949. i , >- I " .. :;< w \ ~ ~ I- .. W < .. .... ~ ... u "" 0 0 VI I .. ~ "" Ii w '" w I Ql e '" ,.. :r: \ ~ .. I I- ~ u. ~ .-I "- c 0 Z ... -' Ul .. ~ 00 -' < 0 .... D- o LL :l: I W 0 < w 0:: .-I ;:. .-i > "" L " < N Z " + I: Z 0 c e u ~ 0 r VI Z A 0 '" U z 1\ w < .I ... "oJ. " '.. ~ '-' " -",' c .~;:. 0:: ~ ", II ~ . u 0 - -.: ~ ~~ "" 0 ~-:=1 ~ -, .. ~.::c: '-' -" t." ~ E "tl -" Ii .-~~ . .!! 0 '''" N ~ ~ 0 c;C\.. I ;~< -' U u: ... wL... a; l::::~ o~.. c.c.(/.' u.. ';:l:..' Oc u.. ~.c:. Uw --:;:: ~o< ~ 0<:::> 5X' ::lu u , . r~EV."!I0 ('-1101 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEOENT SCHEDULE "A" REAL PROPERTY (Instructions On Reverse Side) EST ATE OF --CEORGE-D._BROWN DESCRIPTION ESTlMA TED MARKET VALUE DEPARTMENT VALUATION (OFFICIAL USE ONLY) NONE TOTAL THIS PAGE -0- I I I., CCI'-IB, , . . . . MAIN OFFICE 331 BRIDGE STREET NEW CUMBERL:AND. PENNSVL:VANIA 17070, 171'1) 7)01:1(/00 CCNBBANK.NA. ... . . 1 2 . 3 heckinq Accounts: umber ate Opened alance at Date of Death -$865.01 ame of Join t OWner, if any NONE 076-001658-4 November l~, 1~/'(8 ~vinqs Accounts: umber 'te opened ' , alance at ,Date of Death arne o~ Joint OWner, if any 1 2 3 : , . ertificates of De osit: 1 2 3 umber 17474 l'n40 .. . ate 1-17-78 12-14-77 alue at Date of Death 4.015.30 8.035.44 ame of Joint OWner, if any NONE NONE aturity Date 1_17_8::> , ::>- 14-81 nterest Rate 7.25% 7.25% nterest Paid Quarterly, MonthlY Monthly semi-1\nnual, etc. Master Charge No. 705-740 - ~ Balance or Savings Association state'of George D. Brown te of Death: ,lO/06/50 . Bank of Savings Association Official Assistant Cashier CCI'I B, MAINO~FICE 331 BRIDGE STREET NEW CUMBERLAND. PENNSYLVANIA lici70"(7;'11774~ CCNBIBANK.N.A. ..,. . . heckinq Accounts: umber te Opened alance at Date of Death ame of Joint Owner, if any " ~vinqs Accounts: umber , te Opened alance at ,Date of Death ame of, Joint Owner, if any () ,j b/lb/~U ~,........ $5006.51 any N/II ..Jan "1, "l~c3 :t~'2,.a J n't.eres t :-;1Jlle:: of De osit: '7-37560 of Death Owner, .if Quarterly. etc. tate 'of George D. Brown te of Dea th: 10/06/80 December 2, 1980 1 2 3 " , ; o. I: ,. ;I . 1 2 3 1 2 3 Clo~;,':! 12/2/80 rlonthl.Y ':'-:-r> :'....\-:.:-'".1 :::"ii..'-: :'!.~.-: :.o::::\:...'::o':~:-~t~"":1 ~~,Of Bap,k JJr Savings ASS,ociatio~ " a LuvL-- Signature of Bank of Savings Association Official m:...'_ REV-452 EX+ 13.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITAIlCE TAX RESIDENT OECEDENT' GEORGE D, BROlm ESTATE OF SCHEDULE "C" TRANSFERS . INSTRUCTIONS: 1. Answer the qu estions on reverse si de, 2, If the answer to any of the questions on the reverse side is "Yes," provide a description of the property transferred per Schedules "A," "B," or "E," its estimated market value at date of death, dates of transfer, to whom transferred and relationship of transferees to decedent. Allach a copy of any trust deed or instrument relating to the transferred property. ITEM NO. DESCRIPTION ESTIMATED DEPT, VALUATION MARKET VALUE (OFFICIAL USE ONLY) NONE -0- TOTAL THIS PAGE -0- -0 .2'gK.. QUESTIONS CONCERNIN G PROPERTY TRANSFERS 1. Did decedent, withinlwo years of death, m~~e any transfer of any material part of his estate without re~eiving valuable and adeQuate consideration' (Answer "Yes" or "No" ,) --110_ 2, Did decedent, within two years of death, tr~nster IHoperty Irom himself/ herself 10 himself/herself and a~oti1er party or parties (including a speuse) in joinl ownership? (Al\swer "Yes" or "No" ,) ......No- 3, If the answer to one or two above is "Yes" ,lnd the tr:'llsfers ,lie clall;wd to he I\ont~xilble, provide the following information: a, Age of decedent at time of tfilnsfer, b, Copy of death certificate, c. Affidavit by the allending physici~n indic~ling fhe state of decedent's heillth at fimp. of transfer, d. All other information supportinp'nontilx~hility of tr"nsfcl. 4, Did decedent, in his/her lifetime, make any lrionsfel of property without receiving a valnahle or adeQuate consideration therefor which was to take effect in possession or enjoyment at or ~Iler his/her death? (Answer "Yes" or "No".) Nn a. Was there any pOSSibility that the property transfened might return to lr,lIlsferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No",) -No- b. What was the transferee's age at time of decedent's death' 5, Did decedent in his/her Iifetirne make any tmnsfer without receiving il villnable and ildequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or ;lIlY peried which does in fact end before his/her death: a, The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No" ,) .-No- b. The right to designate the persons who shall possess or enjoy the property transferred or inceme therefrom? (Answer "Yes" or "No",) ~Jg 6. If the answer to live b, above is "Yes," state whether the right was reselved in decedent alone or others, 7. Did decedent in his/her lifetime make a transler, the consideration for which was transleree's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "No",) 1I1n 8, Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No" ,) No 9, If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No".) 1I1n " -r.:" ^ J1.r' flf;' . -. c-' . $ '!!tl"n.,.~k 'i1 ,n!~ n1t~><:Ul?,~;hlulr.n~U ~.V~..~ ~"'i'"~,v...'~ ~-...... ""'..... ......~..;....".,.....\..~.~ I, GEORGE D, BRO\\'N, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last will and testament and revoke all wills which] have previously made. I 1 give and bequeath the following sums to the indi- viduals named in appreciation of their kindnesses to me, if living, otherwise to lapse: Mrs. Carl Haffly, 112 North East Street, Carlisle, pennsyl-\ vania, One Hundred Dollars ($100,00); Mrs. Frank Gouffer, 4S South East Street, Carlisle, Penn- sylvania, One Hundred Dollars ($100.00); Mrs. Alverta Haymaker, 125 Channel Drive, Carlisle, Penn- sylvania, Five Hundred Dollars ($500.00); ~Irs. Betty Colbert, 103 East High Street, Carlisle, Pennsy 1- vania, Five Hundred Dollars ($500.00). II I direct my executor to convert into cash and sell at either public or private sale the residue of my personal estate, and to add the proceeds thereof to my residuary estate which I give ani bequeath one-half to my daughter, Ruth I. Reinhard, and one-fourth to \ my granddaughter, Pa tty Aichele, and one - fourth to my granddaughter, ; Karen Aichele Baker, if living, and if deceased to her or their survivibg issue. III Any share of my estate which shall become distribu- table to a minor may be held in a savings account, certificate of deposit or similar security, in a federally insured banking or savings insti tution in the name of the minor and marked not to be ld thdrawn until the minor attains the age of 18 years. IV I appoint as executor of this will, CCNB Bank, N.A. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 25th day of June, 1980. A;..z,-1-ij,..]) rV~L.-&I~ (SEAL) Ge6yge D, Bro\\'11 ' Signed, sealed, published and declared I by George D. Br01m, testator above named as and for his last will and testament ' . ' ~n our presence, who, in his presence, at his request, and in the presence of each other have hereunto subscribed our names as attesting witnesses: rt.-~-<--, ;1.. y., ~ / }",c--r Iii."", ~ / ~ /. ., , REV04~3 EX+ (3-80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT OECEOENT SCHEDULE "0" BENEFICIARIES (Instructions on Reverse Side) Estate of GEORGE D, BROWN BENEFICIARIES AND ADDRESSES SURVIVED DECEDENT RELATIONSHIP Mrs, Frank Gouffer 45 South East Street {"~,...1iQ11l3 PA , Mrs, Ruth 1. Reinhard 5321 North Main Street Dayton, Ohio 45415 Daughter Yes 1 ~1; Mnrt-h 'R1l3r1f',.",..rI c: i1rt:H1~ht ~p,.i ng Mp~rtmJ' T i The above beneficiaries are living at this time except for the following: NAME DATE OF BIRTH '*' INTEREST OF BENEFICIARY See! Legal cbl De'luest OQ 1 Bp.:Quef; t 1/2 Residual Estate DATE OF DEATH pqir111~l PC:f":1f"P " REV-4S4 EX+ (3.aO) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT * SCHEDULE "E" JOINTL Y OWNED PROPERTY (Instructions on Reverse Side) Estate of GEORGE n. BROWN TOTAL PE VALUE OF DEPARTMENT ITEM DESCRIPTION MARKET \ DECEDENT'S VALUATION NO. VALUE INTEREST IOfficial Use Only) T I NONE -0- ! I I I , , I i I I I : I I TOTAL THIS PAGE I -0- _I?- I ->>v-rc AI!V-414 I!X+ 1&-101 FIl" Number 21-80-0664 George D. Brown i ! 1 , I i I j I Estate Nome Dote of Dealh INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) [J Original o Supplemental o Remainder October 6 , 1980 Social Security Number 196-14-1641 REPORT OF INHERITANCE TAX APPRAISER I, Ih. undersigned duly appointed Inhoritonce Tox Approls", In and for Ihe Counly of Cumberland Pennsylvania, da respectfully report Iholl hove appraised th. reol and personol property as reported In Ihe foregoing return at the values set fort" opposite each itttm in tho last column to the right in Schodules 1114", 1181f, IIC", and liEU coo~ ADJUSTMENTS VALUE AS APPRAISED (HARRISBURG USE ONLY) $ None 00+ 20,104 32 10+ None 21l+ None 30+ 20,104 32 40. Doled: April 8. 1981 INVENTORY R.al Prop"ty (Sch.dul. A) Personal Property (Schedule B) Jolnt.Held Property (Sch.dul. E) Transf.r. (Schedule C) TOTAL GROSS ASSETS Leu Debt. and Deductions (SCH EOUL E F) CLEAR VALUE OF ESTA TE o Life Estale o Annuity ~ FOR USE OF REGISTER ONLY Tax on $ Tax an $ Tax on $ Tax on $ Tax on S Exemptions Total Estate TOTAL TAX INTEREST FROM BALANCE Leu Credits OATE OF PAYMENT AMOUNT PAID 5 INTEREST FROM SALANCE DUE ...Ir'/ ,c,.,.'" Ilfh.li" ",L) INHERITANCE TAX APPRAISER REMAINDER APPRAISEMENT CODE 92+ FACTOR 93. PRINCIPLE VALUE CODE COOE COMPUTATION OF TAX $ 5 $ $ 6" " 15% $ TO $ $ $ TAX CREDIT $ REV.4~7 (HW) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT '* Estate of George D. Brown File No, 21-80-0664 County Cumberland Date of Death October 6, 1980 In the.vent thet BnV future Int.rld In this Istlte Is transferrod in possenlon or enjoyment to coUateral heirs of the decedent aftor the expiration of any 8I1ate for life or for years, the Commonwealth hereby expressly re58rvltltho right to appraise and BSlOSS tr.nsf.r inherit. nee taxes at thelewful colleterel rate on any such future Interest. PROPERTY REPORTED BY THE ESTATE DEPARTMENT'S APPRAISED VALUE None $20,104.32 None None 1, TOTAL REAL PROPERTY - SCHEDULE "A" . , 2. TOTAL PERSONAL PROPERTY - SCHEDULE "B" 3. TOTAL TRANSFERS - SCHEDULE "C" , , , , 4, TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E" TOTAL REPORTED PROPERTY $20,104.32 PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH TOTAL UNREPORTED PROPERTY None TOTAL GROSS ASSETS LIFE ESTATE OR ANNUITY CALCULATION I do hereby certify that the above apprai5ement is made in conformity with Pennsylvania law and has been filed this day with the Register of Wills, ) h'h,'r!d .J'I?f"j"Jfrf _ April 8, 1981 APPRAISER DATE ... I!'\ ~ '0 :a ~ ~ ~ ~ '" ~ 0 ... z ~ !;: III '0 0 ;:.. . C Q Q) III ~ .--l .-I '" Wo <1l ... ~ '" M :J .... CD ~ M ... .--l .0 ~ ..:I 0 r.. 9 < ~ ell - ~ u u U - ~ - ~ ~ 0 ~ c:i ~ ~ 0 Z Eo< 0 '" ;:.. Eo< c:i c:i '" ~ '" - I ~ Eo< ~ Z z z ~ C - 0 l:l:: f3 ::<: ~ ~ ..:I ;:;: 0 u (.:l ..:I Z ~ Z ~ 8 0 < z ~ '" Q :i ~ p., ..,. COURT OF COmlON l'\.EAS OF CUHBERLANIJ COUNTY PENNSYLVANIA ORPHANS I COURT DIVISION NO, 21-80-664 Estate of GEORGE D, BROWN, lJeceased Late of the Borough of Carlisle CCNB BANK. N. A., Executor PROPOSED SCHEDULE OF DISTRIBUTION Net Balance for Distribution $10,867,25 Upon confirmation of this account the Accountant proposes to make final distribution as follows: Hrs. Carl Haf fly Hrs. Frank Gouffer Hrs, Alverta Haymaker Hrs. Betty Colbert Karen Aichele Baker Patty Aichele Ruth 1. Reinhard $ 100.00 100.00 500,00 500.00 2,416.81 2,416.81 4,833.63 $10,867,25 -- _..--- -- - -- -- --- -- - -- ---- -- - - - - -- --- - --- STAT~IENT OF REASONS Distribution is made pursuant to the Last Will and Testament of George D, Brown, Deceased, LI.:...i ;.16 illCt: " , JJJ . . ' . , . ' ....... -it), 'f.~' T""11~ .\: '/1T(' .../r, ~ ~t(t5ht ~ ' . l:'[.ll, H IHI\: (\0;1?'5_(C1titr.tl~ . :(.......lA...'<- ~..9(1y ...~~ ~'Q'~~\...~ I, GEORGE D. BROWN, of tne Borough of Carlisle, ,Cumberland County, Pennsylvania, declare this to be my last will and testament and revoke all wills which I have previously made, I I give and bequeath the following sums to the indi- viduals named in appreciation of their kindnesses to me, if living, otherwise to lapse: Mr~.Carl Haffly, 112 North East St~eet, Carlisle, Pennsyl vania, One Hundred Dollars ($100.00); Mrs. Frank Gouffer, 45 Soutb East Street, Carlisle, Penn- sylvania, One Hundred Dollars ($100.00); , , 1 .. ,.' ,. . . , ' , I. Mrs. Alverta Haymaker, 125 Channel Drive, Carlisle, Penn- sylvania, Five Hundred Dollars ($500,00); Mrs. Betty Colbert, 103 East High Street, Carlisle, Pennsy - vania, Five Hundred Dollars ($500.00). II I direct my executor to convert into cash and sell at either public or private sale the residue of my personal estate, , , and to add the proceeds thereof to my residuary estate which I give an bequeath one-half to my daughter, Ruth I. Reinhard, and one-fourth to my granddaughter, Patty Aichele, and one-fourth to my granddaughter, Karen Aichele Baker, if living, and if deceased to her or their survivJng issue. III Any share of my estate which shall become distribu- table to a minor may be held in a savings account, certificate of similar security, in a federally insured banking or savings institution in the name of the minor and marked not to be withdra~~ IV I appoint as executor of this will, CCNB Bank, N.A. IN KITNESS "~EREOF, I have hereunto set my hand and seal this 25th day of June, 1980. " ; I I .! until the minor attains the age of 18 years. ~~~,bfv~ (SEAL . , G~le D. BrO\m "'- Signed. sealed, published and declared I by George D. Bro~~, testator above named as and for his last will and testament ' - . ~n o~r presence. who. in his presence, at h1s request, and in the presence of each other have hereunto subscribed our names as attesting witnesses: r-t~~-y< ~~" I 'fl:~'~ 1J...,..~~ . ./ ~, ..... COMMOMiEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND JAMES A. SHILEY, Trust Administrator, being duly sworn according to law, deposes and says that the Proposed Schedule of Distribution as stated is true and correc to CCNB BANK, N.A, CI. Trust ........... sw~~~g~~~;~q.sCribed before me .".~ "q'"3.nlll"-" ,'",'.1.., .~ :"\ !~ 'e.,., "'" jt!bj,s<:o' . da~6'f)yYt~ A,D. 1981 ~,t" ~(,) ".O~,: ;; :g. ; rJ<.:>.,'\ c j.~\' :V: ~ Ll....11 ':"./.. . vU I hCt UyO <t: H Z ..= Ul<t: b!l <t::::- ;j ~..-1 -0 ..-1>- 21-< l>.Ul " 0 ZZ CP'I ZZO ~ OU.:p-... ~<D Q :Z~CI) ..= ~ - .... ,.., Ul C; ..::-. ~ 0 U>-.... 4-; l>. E-<t::l ;.:l0 0 ~Z t.:l ~ O::>E-< ~<D lO. 0": "" 0'" E-<U=:J '" U-lC1l ~ ..,. .~ .:>:: 0 '" t.:l..-1 <D 0 0 :::>QU , r-l H OZ 0 ~ -Ul E-< '"' U<t:- 00 O.-o,,-l Z :::> ..-1 en , <Do-< t:.: P'I ~~Z 0-< ;.:l Ull-< :z H :I:~< N '"' '" '" ~ .:>:: E-<P'I:r: -0: <DU '"' '"' -lOl. E-< U < Ul z:3c:: 0 UJQ)4-; '"' H HUO Z U-lQ 0 Ul Q '"' " '" '- ~ " '. .. ~ ~ C " .~ ~ .'!.:. 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COURT OF COflNON PLEAS m' CUNBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO, 21-80-664 Estate of GEORGE D, BRO\~N, Deceased Late of the Borough of Carlisle FIRST AND FINAL ACCOUNT OF CCNB BANK, N, A" EXECUTOR Date of Death: October 6, 1980 Letters Granted: October 16, 1980 First Complete Advertisement of Grant of Letters: November II, 19BO Account Stated to March 6, 1981 SUNNARY & INDEX Pages PRINCIPAL Receipts Net Gain or (Loss) on Conversions 3 Adjusted Balance Less Disbursements 4 Balance before Distributions Distributions to Beneficiaries Investments Capital Changes Principal Balance Remaining 2 INCOHE Receipts Less Disbursements 6 6 Balance before Distributions Distributions to Beneficiaries Income Balance Remaining 2 CONBINED BALANCE REIIAINING 'Y'J; L!';..t\ ;Ju i ....;( u,:.,i,) $20.843,92 -0- $20,843,92 -10,5M4.5l $10,259,41 -0- $ 639.84 -32,00 $ 607,84 -0- $10,259.41 $ 607.84 $10,867.25 COHI'OSITlON OF NET BALAN~ PRINCIPAL Accoun t Value - Cash Equivalents Trust for Short Term U. S, Government Securities $10,259.00 .41 Cash - $10,259,41 TOTAL PRINCIPAL INCOHE Cash $ 607,84 $ 607,84 TOTAL INCOHE $10 ,867.25 TOTAL PRINCIPAL AND INCOHE 2 L!......I\ ~u ill~t 0~~ 1/28/1l1 12/8/80 12/9/80 1/22/81 1/29/81 2/12/81 l'IUNCIPAL RECEIPTS Inventory Filed Per Copy of Inventory Attached $20,104.32 Subsequent Receipts Social Security Death Benefits Commonwealth of Pennsylvania, 1979 Inflation Div, Pa, Blue Shield, Hedicare Benefits Pa, Blue Shield, 6S Special Benefits Pa, Blue Shield, Hedicare Benefits $255.00 70,00 316,00 79,00 19,60 $ 739.60 $20,843.92 TOTAL PRINCIPAL RECEIPTS PRINCIPAL CONVERSIONS INTO CASH Gain Loss NONE 3 L:':'..Il. ,- : <",:'iJ' .....u Lt~t _ Inventory of Ihe reo I and personal eslate of GF.nRr:F. n RRnlJN deceosed, REAL PROPERTY NONE 10. CCNB Bank, N.A. Income to Date of Death for the George D. Brown Agency _Account 39 18 PERSONAL PROPERTY , 1. Household Contents (Proceeds of Sale) 176 50 2. Goods in Storage: Scrap Metal (Proceeds of Sale) , Miscellaneous (Proceeds of Sale) 178 00 488 50 '3. Automobile: 1966 Rambler Station \lagon (Proceeds of Sale) 27 50 CERTIFICATES OF DEPOSIT: 4. York Federal Savings & Loan Association $5,000, 9.50%, Due 1/1/83 Accrued Interest to Date of ' Death 5,000 00 10 80 5. CCNB Bank, N.A.: $4,000,,7.25%, Due 1/17/82 Accrued Interest'to Date of Death 4,000 00 15 30 6. $8,000, 7.25%, Due 12/14/81 Accrued Interest to Date of Death 8,000 00 35 44 7. CCNB Bank, N.A. Checking Account - Closing Balance 865 01 CASH RECEIPTS: 8. Pa. Blue Shield: 65 - Special Benefits Medicare Benefits 248 20 992 80 9. Banker's Multiple Line Insurance Co. Refund of Unused Premium 27 09 20,104 32 .,_.'"~/ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I J SS: T J A . b.ing duly ~m"l~y, 'I'''IICl:~ Artmin-rQ..,..,...."",... ~~~ 'Rnnlt-, N A ,,,..,,"' .ccording to I.w, deposes and s.ys th.t he is Executor of the Eshte of r""""g" n Rrnt.m lat. of Gal'lis1e . Cumb.rl.nd County, Po,. d.ce...d and that the within is .n inv.ntory m.d. by CCNR-llank, N..... , tho said Rv"......n.. of tho entire estate of said decedent, consisting 01011 the pOrlon.1 prop..ty and real eshte, excopt re.1 estate outside the Commonwe.lth of Pennsylv.ni.. and th.t the figures opposite e.ch item of the Inventory represent it's f.ir v.lu. .. of the date of decedent's de.th. s:.\JO~'" CCNB Bank, N.A., Executor of the Estate of Geor D. rawn and subscribed before me, or '" ~ll-NrI .,.,\' ;) g 19 ~{ r:fJ J.~ IO~ () -I/~ _ ~ (J rHVU:S J. WSS. Notary '"",. C. ",' Hill, ';umbo~ond Qo., ... .. :mmi..ion Erpi... ..., It 1981 '-'01 M~~wp~ ~rTPpr CIIlIlP Hill, P"., Addr... 170n Date of Death 6 Day Year October Month 1980 INSTRUCTIONS I. An inventory must be filed within three months after .ppointll)ent of personal represent.tiv., 2. A supplement inventory must be filed within thirty days of discovery of .ddition~1 ...ets. 3. Additional sheets m.y b. att.ched .s to personalty or realty 4. See Article IV, Fiduci.ries Act of 1949, >- -d .. I- W ~ ~ 0< ... ~ w ~ ~ .... D- U " '" 0 0 V> ~ W e '" .. '" 0< W ClJ .. G I I- :r: D- .... .,; "- c 0 Z I- -I U. III ~ co -' < 0 0 .... <>. 0 u. :l: I W 0 < w p:: .... .;. .... > ex: J ... < N Z .. - I z 0 c 0 U ~ .; r lI'I Z 0 0< U Z w < .I Ill- D- r.:> " p:: c ~ 0 - 0: ~ 0 .. " -" "" .. E ... - ..! 0 .. ~ 0 -' U u: II> 10/22/80 10/22/80 10/22/80 10/22/80 10/22/80 10/22/80 10/22/80 10/22/80 10/27/80 10/27/80 10/31/80 10/31/80 11/3/80 11/5/80 11/10/80 11/10/80 11/11/80 11/12/80 11/14/80 11/20/80 11/25/80 12/2/80 12/3/80 12/4/80 12/5/80 12/5/80 12/5/80 12/5/80 12/11/80 12/19/80 12/19/80 01/14/81 01/28/81 3/6/81 PRINCIPAL DISIlURSEHENTS ...... -- Belvedere Hedical Corp" Professional Services Rendered $ United Telephone Co" Telephone Service James R, Humer, Esquire, Reimbursement for Probate Costs James R. Humer, Esquire, Fee for Preparation of ~Jill and Power of Attorney TV Cable of Carlisle, Cable Service U. G ,1. Corporation, Gas Service 1', 1', &L. Co" Electric Service Carlisle Radiology Associates, Professional Services Rendered T. F. Thompson, General Assistance, Reimbursement & Handling Financial Matters 1973 - September 30, 1980 R, L. Wolfe, Rent Payment Due Has1and Associates, Inc. Professional Services Rendered Robert Long, Rent Due for Garage from August 1979 to November 1980 . James R. Gordon, Reimbursement and Trash Removal from Apartment Belvedere Hedica1 Corp., Professional Services Rendered U,G.I. Corp" Gas Service Spahr Auction Sales, Auctioneer's Commission R, L. Wolfe, Rent Payment - Final David L. Hartzell, H, D" Professional Services Rendered Presbyterian Home, Inc.. Room & Board to October b, 1980 U,G.I. Corp, Gas Service p,p,&L, Co" Electric Service James R. Humer, ES1uire, Reimbursement for Legal Advertising Ewing Bros, Funeral Home, Funeral Expense Sidney Spraglin, Trash Service H. G. H. Pharmacy, Inc. Prescription Service Spahr Auction Sales, Auctioneer's Commission James R, Humer, Esquire, Reimbursement for Legal Advertising United Telephone Co., Telephone Service Charles I. Spahr, Reimbursement for Towing Automobile Register of l;ills, Agent Pa. Inheritance Tax - grosS 708,00 Less Discount (35,40) R. L. Wolfe, Reimbursement for Repairs to Apartment Spahr Auction Sales, Auctioneer's Commission Regi,ster of Wills, fee for filing Inventory, Statement of Debts & Deductions and RCC Register of l;ills - Pa. Inheritance Tax Reserved for the following: Register of Wills - Reserve for filing Account James R. Humer. Esquire - Attorney's Compensation CCNB Bank, N,A, - Executor's Compensation Reserve for Taxes Wildeman & Obrock - Tax Preparation Fee TOTAL PRINCIPAL DISBURSEMENTS 4 ll';_,i t_.u L.~t 0~1. 14,00 8,46 24,00 75.00 16.80 7.00 5,23 15.00 750,00 95.00 430.00 112.00 174,89 20.00 3.57 61.77 95,00 1,450.00 604,86 1.54 3,69 18.00 3,165.00 25.00 49.49 62.30 18,00 11.99 20,00 672.60 112.00 180. 60 9.00 12.28 50.00 1,005.22 1,005.22 100.00 100.00 $10,584.51 -- PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES NONE PRINCIPAL INVESTMENTS 11-12-80 Trust for U, S, Government Short Term Securities $11,800.00 5 , ':':-{'''; LI.;...i ;"",0 11\~l u_F. i I I ,I 10/22/80 11/11/80 10/22/80 11/11/80 11/5/80 11/28/80 12/3/80 12/4/80 1/7 / 81 2/4/81 3/5/81 NONE '.'.,- INCONE IlECEIPTS CCNB BANK, N.A,: Certificates of Deposit #17474, 7.25%, due 1/17/82 Interest Interest #15340. 7,25%. due 12/14/81 Interest Interest $ 8,87 20,14 $ 29,01 TRUST FOR SHORT TER}I U,S, Interest Interest Interest Interest $12,89 45.11 58.00 YORK FEDERAL SAVINGS & LOAN ASSOCIATION: Certificate of Deposit #37560, 9.5%, due 1/1/83 Interest Interest Interest $29,69 39,18 1.30 70.17 GOVEIlNNENT SECURITIES: $58,99 136,51 152,11 135,05 TOTAL INCOME RECEIPTS 482.66 $639,84 INCOME DISBURSENENTS CCNB Bank, N.A,. Compensation on Income TOTAL INCONE DISBUIlSEfIENTS 1.]2,00 $ 32,00 INCOME DISTRIBUTIONS TO BENEFICIARIES 6 , .. - t'p-? <- L!.;..li ,....u I.,vt UvV <<: ~ .- H ", .- Z ..<:: -- ~ '-, -- U) <<: OC ,- .. '"' 2 <<: ;;- :l -- ;_1 " ,~ - '- " ~; -- <l.l '"" - 0 "- '"" >- Z 1-0 C 0::: 0, - ',' '!; p.. U) :::: 0 0 .- '-' " - ,- 'J z z 0 <"l E- E- o, -- " z z 0 0::: 7- :::> ~-- .' ,- .- - 0 <l.l H <"l <l> :::> u -- .. .. ,-, -- 'f' - p.. U) ..c:: 0 <l.l "J '.) .. .- ... .. " ::E H . ;.> u ;-: 'J -- ~ .~ ,- 0 -;;- c:l U <l.l ... ~ ;~ u >- H .... <<: , E- o <l.l 0 ,- -" '- "- z 0 '"" :; ~ ." - ~ -'- 0 :::> E- o::: <D <<: < . ,. ~ " 0 c:: "'" 0 ;.> z " ~ -', ~ ~ " E- u :::> -0 <l.l ro H ~ ''; ,~ -" " c:: 0 -0 0 '"" <l> "- '" ,- :::> c:l u , .-i .. 0 z c:: "- . VI ~ ><: ,. - .. u <<: - "" 0-0 .,-l Z Z .. .. '"" U) , <D .... < <<: -: '- .. S c:: z .... <l.l Vl I-< <Xl ..; .... <l.l <<: N E- ro ro E- ~ : : " '-' E- <Xl <<: <l> u U) <Xl " .. E: -., " ,- ::<: E- u c:: z ..' - " z ;:l 0::: 0 U) <l> 'H H U ;.:' -., " '" " " " u ~ H U_~..~,l;;~fiS:I~';i)TT 1;;;:) "- U ~:J <: .. 0- '" -, .. .-- 9tH k) '4l!M.:)It)4 UO!1nqpl'Z;lp JO ~lln pJ:.H,:r; p,::o;iOUOJU lll':." 0:: ~:;:;>Jc:,~'.o! '" p,>~.;q) UO!1:1q!J:~,;) Pili? f,ri>1f'l:tl3q~ PilWJilOOJ ;UnO:lJ'1f4'7.rJ;r:~'f- H1rli/-... -- --, n ~ n~ ::rJFS; :::?? M(') a;~~' ='" ~2o ,/.7) .., = ,'0 ?lH .~ . . ;-~ 1 '. ~ :, " .. 0\ '-j .:.., 'C '; ; . ,.J 'I:;! , r ( ^' 0 .. ~ ..... ,. ~.., ? ~ , 3 w 0 ~ .. " ~ < " " ~ :-, .Y. r. ,., .. ..: :.J ~ Vl '~ .,. ~ :J ., 'W < ~l ~ .. c r: ;. , " r/ :l: ~ :J: 0:: r- ill % ~ .. ,; .) . " , " ,,') ~ 0 " 'n .. 7- ~ ~ " ~ 'S < ~ ~ " " :( >. < -- 'j 0 u , . '" '. .., , .:; ,- . ~~ ~ \ , " ,-------_/ , , ...... IlEV.455 EX" (J.HO) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS -., . .- - -------_._-..-:'-"~-~- Estate of GEORGE D. BROWN Date of Death IO/06L8lL_File No, '1-Rn F.F.6 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant Relationship to Decedent Claimant's Address ITEM NO, REMARKS DATE NAME OF PAYEE Prn rf1<::l:dtln:1 1 Q "'0. gf PA. p*ene-$e<viee tB 9 7. Penna. Power & Li h t Co, :s Electric Service to 10/10/80 'Qnnt' fnr nf"t'ol...~.,.. ~ 10~ P't"nfnQc:~nn~' C::"",,..,,i n- t1-B",,,d of 1016/80 01 BIll 5ub- TOTAL THIS PAGE I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes, CCNB B1lnk, N.A., Executor of the~ Est G rg D. Brown {~8'1 " /FIDUCIA'P!.n1st Admirt tor DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S tJy '/ if, ? j I AT /!;; -I (., PERCENT. ..y -r:? /-,7/ DATE AMOUNT