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No .11.80 ~)~H
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
ELIZAIlElll ~1. RrqlJlQNn
, deceased.
MARY C. LEWIS
To liaOOlxam~ea>aJ\I, Register of Wills for the County of Cumberland,
in the Commonwealth ot Pennsylvania.
IS hy Hcmmciation
Petitioner(i) ~ the execuLQL----- named/in the Last Will and
Testament of Ef"IZABE1l1 M. RIQlm~n ________ dated Mo1Y..1.. 197Z
Decedent was a citizen of the United States and a resident of
I~~
Borough, Cumberland County, Commonwealth
Carlisle
of Pennsylvania.
Decedent died on
Tuesday
the
9th
A. D. 19 80 , in the County of
CUmberland
Pennsylvania at the age of 67 years. D.O.B.
~ ~i
Decedent has not been married and has not had children born
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
$60,000.00 and of real estate to the value of
11/29/1912
her
to him
none
as near as can be ascertained; said real
estate situated as follows
none
~
Therefore, your petitioner(~ respectfully applies for the probate
of the said Last Will and Testament and-for Letters Testamentary thereon.
Dated October 23 . 1980 co.' !~'/ '~~;,/~;r
Name and address B .. V-< '1'\. 1----""- y-
of Petitioner(s) OBERT K. REITZEL, ~st Officer
1 North Hanover Street
r.a,.l;~lp., PA 170n
COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
ROBERT K. REITZEL, Trust Officer
named in above application, being duly s\~om according to law
say(s) that the statements set forth in this petition are true to the
best of his kno~ledge and beli:f/'~~;Y:A~://L~.~/1
Swom and subscribed before r;-'~' . 'I, .f:!;~I/
- 'ROBERT K. REITZEL j ..
me October 23 19 80
'~d
. , Register
MARY C. LEWIS
).~l'
October 24
If-NL/-'
,1980
Attorney: LANDIS & BLACK
Robert R. Black
i (,~/iiJ
L...,)--/'
/
t""l
LAST WILL AND TESTAMENT
OF
ELIZABETH M. RICHMOND
I, Elizabeth M. Richmond, hereby make, publish and declare
this my Last Will and Testament, and hereby revoke any and all
wills and codicils heretofore made by me.
I.
Declarations
I declare that I am a resident of pima county, Arizona;
and that I am married to Wallace E. Richmond.
II.
payment of Expenses and Taxes
My executor shall pay from the residue of my estate
the expenses of my last illness, funeral and burial, debts duly
allowed against my estate, and estate taxes occasioned by my death
and incurred with respect to property passing by this will.
III.
Specific Bequest
I bequeath my jewelry and silverware to my nephew, Thomas
G. McIntosh, and request that my nephew allow my husband to use my
silverware as long as he lives.
IV.
Specific Bequest of Body
I bequeath my body to the Dartmouth College Medical school,
1..,)
Page One of My Last Will and Testament
II .<J t(! j){/LOZ r.}P. /?i cQ Ul 0 '-l.f)
,...,
Hanover, New Hampshire, and I hereby give the medical school authority
to dispose of my remains.
V.
Disposition of personal Effects
I bequeath all automobiles, wearing apparel, jewelry,
silverware, books, household goods and equipment and tangible
personal belongings which I own at my death and not effectively
disposed of by the preceding articles of this will:
A. To my husband, if he survives me, or,
B. If my husband does not survive me, to my executor
for distribution as residue of my estate.
VI.
Disposition of Residue of My Estate
I devise and bequeath the residue of my estate, con-
sisting of all property of every nature owned by me at my death
or acquired by my estate and not effectively disposed of by the
preceding articles of this will, as follows:
A. TO my husband, if he survives me, or,
B. If my husband does not survive me, to the following
designated persons in the following designated amounts:
1. One-fourth to my sister, Sarah M. Bennett, if she
survives me, or, if she does not survive me, to
my nephew, Thomas G. McIntosh,
2. Three-fourths to my nephew, Thomas G. McIntosh, if
he survives me, or, if he does not survive me, to
his wife, Tove McIntosh, if she survives me. If
neither my nephew nor his wife survive me, then
to her children equally.
I", I
Page Two of My Last Will and Testament
if (3 r (0 b CZ tot {Q e" tfCI CQllL{ 'OND
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arid in ber t,1-C;::;l::IC"_~' '" 11: tjj\,: 1<:.:.', 1.1' \-.;,;('1'1 cU11~r, 1,02.1i~'''\'ill~:
her to Lt:. \..f :_iCllllU ,.;.c1 ':l:".Jl".~.ln, i,..i:1d ..l),(. I;,(_JI,C-,i.-.I ILl\I(: hC:L"8unt()
set our ii':iili.-is ;j:; .JttL:..::tJ,',u LtJ:\;:::~';l:~ LvI ',-" 11~'l}' tc LhE:: affi:~dtl,>n
ot our ::i] '.In.:ltiirl;'~.J1 tillS ..',' ~ L:..::tdtlC'l! ~ir;:(]I',q:.(1 \\',i:;; rc~-<.u Lc: tlS I
and \'l(~ bCL~1"iY ;ltl,_~;iL ..il.;.:'~ 1i~: ii",.:t.l.t..:[':-, hi.-,.((~in~lLo\',- ~;t'':'1t\.:;:1 tOl"'\k
pl~ice Ul ['::let, ..t l.il'~ L.lii!\.: ,'ti'Fl .11"; L;jc; i"ir.l.lll;'':~T h(;~r(:II;.:lbl'\'L! S2t fOI~til.
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CORRECTION
,
Previous Image
Refilmed to Correct i
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Possible Error
,
. ---.-....-.
,~ the feminine and the singular includes the plural (and vice versa).
In witness whereof, I have hereunto set my hand to this
my Last will and Testament, consisting of four typewritten pages,
and have subscribed my name on each page hereof at Green Valley,
Arizona, this J...... day of ,U CQ Y , 1972.
'Ill 3ccb\.c7Dl [eQ, lZ(~a.(!,.(oJf)
This instrument, consisting of four typewritten pages,
subscribed by Elizabeth M. Richmond, and each page hereof bearing
her signature, was, on the date hereof, signed, published and
declared by Elizabeth M. Richmond as and for her Last Will and
Testament. This was done in our presence and we, at her request
and in her presence, and in the presence of each other, believing
her to be of sound and disposing mind and memory, have hereunto
set our hands as attesting witnesses hereof. Prior to the affixation
of our signatures, this attestation paragraph was read to us,
and we hereby attest that the matters hereinabove stated took
place in fact, at the time and in the manner hereinabove set forth.
? -e-I~ R ;A/
r/?~J~~
Page Four of My Last Will and Testament
,
residing at Tucson, Arizona
residing at Tucson, Arizona
'L( ( -z,a: b(rIJ ULQ, !0 dJ. tc{ ~
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RECOROEI}'r,:. n\:[ :",~
REGI~1TI' ..
OATH OF NON-SUBSCRIBING WITNESS
'80 OCl22 1'151
'-LERl\ -ORPHAN'S COIJIC
" Cl1~\9ERLj\IiO CG., fl
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
55:
'J..I ~ October
This ............ ........... ..................... .... day of ................... .............................
A. D. 191'..&0.., before me, ..........~~:..~:..~~~~............................................. Register for
the Probate 01 Wills ond Granting Letters 01 Administration in and lor the county 01 Cumberland,in
the Commonwealth of Pennsylvania, personally come ......m~~1'.~T..R....lH~S~..<W!'l.:D:I~W?.9...........
~M~ .
........... ................................................................................................... who bemg duly
.. .......~~?~...................... according to low deposed and soy that they ore well acquainted with
the handwriting 01 ..............~.~~.~~~~..~~...~~~:I?~........................................ ..................
h . tt h d Testatrix . t I" .
w ose nome IS 0 oc e os ........................................................ to on ms rument 0 wilting
purported to be .................................................................. the Lost Will and Testament 01
ELIZABE'IH M. RI(}IM(),'ID
............................................................................................................................... .
late 01.... ..~R!-'R'!.!lI,1. .~.t .~}:H~.~~.t ..~.~T.~fl!}~. ~Wm.' ,.. ?~ffi~Y.1-Xfl!}~~....................., deceased
d h h 'd' . d' d h h 'd ELIZABE'IH M. RIClThO'ID
on t at t e SOl signature IS true on genUine, on t at t e SOl..........................................
.................................................. is now deceased
....~:-:9~......................and subscribed belore me,
"J.I.~
this........................... .........................day 01
...........~~9P.~r................... A. D. 199 ..~Q........ .....~..~.........
MARY C. LEWIS ~~ ~~~~.;.~.~..~.~~
.........................................~' . ...~;. .0. iO
egister 11 ~1AS G. ~IcINTOSH
l
per ................................................................
Deputy Register
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA}
COUNTY OF CUMBERLAND SS:
Before me. the Register for the Probate of Wills and grnnlinl( of Lellers of Administration in and for
the County of Cumberland. personally carne ......I~~~~~~..~:...~~.~~~.~:!..!D.l.~.~..~~~~~~:..................................
who. being duly .....~.\~.9.IE............... do ...~.~.... depose and say thatas.....~~.~~~~~~!:...........................................
of the last Will and Testament of ...........~.~gfl.)}m.1!..N,...RJ.9:~~~.I)......................................................deceased
.....:nw.~.......... will well and truly administer the goods and chattels, rights and credits of said deceased
according to law. And also will diligently comply with the provisions of the law relating to Transfer
Inheritances. ......~.\~.?~............. and subscribed
before me.
...........9~~~~~:....f.~........................ A. D.. 19...!HL...
..:.....~.. ...~~.................
fld /
Y '1/,." 7
J6/ I ll;~:_~~',__..____
mj. .R4mmmm
ROBERT K.~y ZEL
..................................................................................
MARY C. LEW
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DECREE
Be it remembered that on the ......~.~~!:.......... day of ..............~.c::.~~.I?~::................... A. D.. 19 .e.o..... there
was probated and recorded the last Will and Testament of .......:::.~~.~.~~.7.~~...~.:...~~.::~~~~~.....................
Carlisle ' .
late of ............................................................................. Cumberland County. Pennsylvama. Deceased. Letters
.........................::F.7.~~.~!'!l~.~~.'!-.7.x.. were granted to .............~~.~~.~~.~.~~~.~..~~!:J.9.~.~~...~~~.~..................
Witness my hand and official seal the day and year aforesaid.
...........~
....
21.80
68'1
No RECORDED-OFfice r.c
..............REOIS1"f"-:'....,... .
"80 OCl 22 p 1 :51
RenunciationLc~Q~ki~est
--------
In the Matter of thc Estate of ......m.i.:z.11,R~!h...}\,...N.~hJ1\9.~~...J,f!tg...9.:\'..JM...~9.r.9),mh..9J...~r.U:;l~.,.
ctunberland County, Pennsylvania
To .......J.Ja,ry...G....Lems........................................................................................... Esq., Register for the Probate of
Wills and granting Letters of Administration for the Cou nty of Cumberland, in the Commonwealth of Pennsylvania.
............. the undersigned. being the ...............Ex.ecutQIS..name.d...in..the...Last...wiU..and..Testamen.L...
.Of..EliZabe.th..M....Richmond,..Late...of..the...ChUt'Ch..Of...God..llPme.....801..Harxisburg.................
.~~~:.!...~~~.~~.~~.!...~'?~!.~~~~..<:.?~o/!...~:~;;!1.~~.i.a.!.............................................................................
..................................................................................................................................................................................................
.................................................................................................................................................................................................
do hereby renounce ........................,i.!.!?..............................right to have Letters .....T.es.tP.lllentiJ.TY ...........................
......................................................................... on said Estate issued to ....y.a1J..ey..National...Banlco.f...............
Arizona, Green Valley, Arizona 85614
................................................................................................. ................................... and do hereby request you to grant
the same to .. ..........9.?J1ml.9Dw.eIJJth..Nat.t9IWJ..:aMls.,. ..1...Nor.th. .J:lM9V.er...S.tre.et ....Ca:t:lisle.,.............
Cumberland County, pennsylvania,
Witncss......ttl?... ..hand. ........ ..... ..and scal...... ........ . .this.... . .... }A~.l1.... ........ ............................. .................. ........
day of ...........Q.c.t9.Re.r..'................................A. D. 19~O....
. :;::;',::C::~m ;:;-:J!!IJll~.~~!~~:..(L'S'J
....mm.. f1 R. E. McKnight, Ass ./ Vice President
................................................................(L.S.)
................................................................................
................... ......... .................................................
................................................................(L.S.)
............................... ................................................
................................................................(L. S.)
................................................................................
................................................................(L.S.)
................................................................................
." ...................... ....................................... (L. S.)
................................................................................
................................................................(L.S.)
--- -- .... --- ....-
..--- ._- .-.-------------.-.--------------
~
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. " REV.ll02 EX
, ~ COMMONWEALTH OF PENNSYLVANIA
I 4 NO.Ko00341 DEPARTMENT OF REVENUE
: ' OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX
I
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.
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II
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: .RECEIVED
II FROM
~ ADDRESS carlb1e, 'a. 17013
.-- ES-TA IE INFORMA Tlorrsep-t"- -9---1980-----------
OATE OF DEATH .,
TAX AT 6%
TAX AT 15%
TAXATz=%
t Ott...cer
ESTATE TAX
FILE NUMBER
21-80-684
OATEOFPAYMENT
December 9, 1980
'NAME OF OECEOENT
,
. COUNTY
BLlZABBTH M. RICHMIiND
CWlIberland
ill
m
POSTMARK OA1E
REMARKS .PAID ON ACCOUN'll"
SEAL
RECEIVED BY
REGISTER OF WILLS
.,....
..-....
TOTAL TAX CREOIT
7,500.00
LESS DISCOUNT
PLUS % INTEREST
(FROM TO_'
375.00
TOTAL AMOUNT PAID
7,125.00
.....
,'/ .,,' /'I,J/.~~L/
-- .(.,' '-- .'! ........-......t.J
'Maryl c.6~G~18
Register of Willa
~.~
1.....--- _ __ _ _ _ _,___ ___. _ _ ____ ~___._. .___ ________.__ _____..
....-....... --. .......... ~- .........-- "'... -- ~.
PI REV.1162EX .
~.. COMMONWEALTH OF PENNSYLVANIA
4 NO K. 29547 DEPARTMENT OF REVENUE
. . OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX
I
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II
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F.1 RECEIVED
I' FROM
ADDRESS 10 S. Market Square
COIIlII1onwea1th Na.tional Bank
Harrisburg, Pa. 17108
'--~f~~T~/~~~ATiON7S~-t:-9,--i98o ------- -
FILE NUMBER
21-80-684
May 26, 1981
ELIZABETH M. RIC~OND
CUIllberlan4
DATE OF PAYMENT
NAME OF DECEDENT
COUNTY
POSTMARK DATE
,EMARKS "PAID ON ACCOUNT"
SEAL
,
"
;
~~..
--
TAX AT 6~o
TAX AT 150~
TAX AT_%
ESTATE TAX
TOTAL TAX CREDIT 1,049.48 ~
"
LESS DISCOUNT
m PLUS % INTEREST
(FROM TO_I
m TOTAL AMOUNT PAID 1,049.48
RECEIVED BY
/ji
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'J
~.Uy se~AL~i8
Register of Wills
. '~/'
/.' ,N_'::"',,'
HEGISTER Of \'ill.lS
~~~~.~_.~ "'1-"!
~.~
REV.450 1'''601
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDEHT
SCHEDULE "A"
REAL PROPERTY
.. ~~.
~ '
w' .
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~~ ": 'iU1_'
(Instructions on Reverse Side)
EST ATE OF
El i Jabeth Jol,_Richmond
11 EM ESllMAlED DEPARTMENl
NO. DESCRIPTION MARKEl VALUATION
VALUE (OFFICIAL USE
ONLY)
None
TOTAL THIS PAGE None NnhJC
-W;ti'.
&..:::=:....
.,111,....,
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..~!..
Valley National Banl~ of Arizona
TRUST DEPARTMENT
P.O. BO>: 1008
GREEr, VALLEY, ARIZO!'lt.. B5ul~
January 8, 1981
Mr. Robert K. Reitzel
Commonwealth National Bank
One North Hanover Street
Carlisle, Pennsylvania 17013
R~: Estate of Elizabeth M. Richmond
Dear Mr. Reitzel:
We apologize for overlooking the Cashiers Check #25234 in the
amount of $ 791.19, representing the proceeds of closing checking
account #2438-4846 in the name of Elizabeth Richmond. In the
event any Soci.al Security deposits were made to the account which
would have to be refunded, we will forward the claim to you. The
balance in the account on September 9, 1980 was $791.19.
We enclose copies of our Transaction and Asset Ledgers for the
month of September, which show that on September 9, 1980, we had
$12,876.61 in cash and temporary investments. We also showed the
security deposit at the Church of God Home as an asset, which you
state you have collected. We had previously delivered to you the
two notes from Mona Brown, and you will notice that we removed
them from our ledger on September 9.
As for accrued interest, the only way we have of computing it is
to pro-rate the interest for the appropriate number of days. The
interest received on October 1 on the GMAC Variable Amount Note
for the month of September was $109.28.
We have received no payments from Mona Brown.
A final accounting print-out from the computer will be forwarded
to you as soon as it is received.
REH/aed
Enc.
/7 .
/~?.u~:;~rt ~t}j h'
. ,~ 0,/.:/
elK ~' /~/.~/Vl
.. R. E. McKnight ]
Assistant Vice President
REY-4'Z. EXt (8-80)
. COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEOENT
SCHEDULE "C"
TRANSF ERS
~
.
Estate of
Elizabeth M. Richmond
INSTRUCTIONS:
1. Answer t!le 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," "B," or "E," its estimated market value at date of death, dates of transfer, to mom transferred and
relationship of transferres to decedent. Attach a copy of any trust, deed, or instrument relating to the transferred property.
I
ITEM DESCRIPTION ESTIMATED DEPT. VALUATION
NO. MARKET VALUE {OFFICIAL USE ONL yJ
The decedent on August 29, 1980 created an inter-vivos
trust agreement no. 19213016 with The Commonwealth
National Bank, trustee, retaining the right to alter,
amend, or revoke the trust during her lifetime and
directing at her that the trust terminate to her estate.
Assets are returned on Schedule B, item no. 9 through 14 None
copy of instrument attached
TOTAL None I\l () ^! E:
. . I" " 7"
If additional space IS necessory, use 8V, x 11 sheets.
QUESTIONS CONCERNING PROPERTY 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 "Yes" or "No".) Nn
2. Did decedent, within two years of death, transfer property from himself/ herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) ~
3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following
information:
a. Age of decedent at time of transfer. N/A
b. Copy of death certificate.
c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer.
d. AIf other information supporting nontaxabilily of transfer.
4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) ~11l
a. Was there any possibility that the property transferred might return to transferor 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? N/ A
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 before his/her
death:
a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) Nil
b. The right to deSignate the persons who shall possess or enjoy the properly transferred or income therefrom?
(Answer "Yes" or "No".) No
6. If the answer to five b. above is "Yes," was the right reserved in decedent alone ( ) or decedent and others (). N/A
7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No".) Nn
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".) Yes
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 (X) or decedent and others (). Decedent alone
Commonwealth
National Bank
D."c~\U[;lIs t..}9.?..l.9.8.~....
C."h Amount S$ ..5.~!.~~~~.~~............
Trust Agreement No.J~.2.l.3.0.1.~....................
, ,
-~_..
This TRUST is estahllshed uetween The Commonwealth National Bank as Trustee and the undersigned as
settlor. The settlor, hereby grants & conveys to the Trustee all right, title and interest in the cash amount indicated
above and to any other assets or liabilities set forth on Schedule "A", which may be anached to and made a part
of this agreement.
In managlllg these and any other assets subsequently transfcncd to this TRUST. the Trustee is charged with
the following duties; keen rhe assets 5afel\'; ust' the care and attemion \.....hich a reasonably prudent man would devote
to the management of his own financial affairs considclll1g the economic condition!. of the time; advise the settlor
monthly of thp piist month's transactions and the valuation of assets held at month end, and annually of any neces.
sary information for the prepJrmion of the senior's tax returns; transfer the net income each month to the principal
of the TRUST for reinvestment, to or for the use of the settlor, to the settlor's checking account as indicated below,
or to other persons in amounts described in a separate lettt:r delivered to the Trustee.
a,
In addition to those powers granted by law, the Trustee may exercise the following powers in order to perform
the above duties: receive proceeds from the sale, maturity, call or conversion of TRUST assets; invest in and buy or
sell assets (including real or personal property, common funds managed by the Trustee, ana obligations, deposit
accounts, or stock of the bank or its affiliates) subject to the settlor's guidelines indicated below; borrow money at
reasonable rates and pledge TRUST assets as collateral, should it be prudent to do so; pay any necessary expenses,
including reasonable Trustee's compensation; allocate transactions between income and principal as the Trustee deems
best; and handle routine matters according to the Trustee's best judgment, including but not limited to making
timely exchange of temporary issues for permanent, executing proxies or voting shares, buying or selling fractional
shares, and exercising, holding, or selling warrants representing rights received in corporate recapitalizations or
reorganizations.
The settlor may alter or amend this TRUST in any way provided that such change does not result in making
the TRUST irrevocable or creating dispositive provisions to take eftec! at or after the settlor's death. The settlor
may add to or withdraw from the TRUST'S inceme or principal at any time, subject only to providing reasonable
notice, and may provide for autom~tic funding by indicating below. The TRUST shall terminate upon the settlor's
death with principal and undistr ibuted income being paid into the settlor's estate. The Trustee may expend TRUST
income or principal in behalf of the settlor at his direction or in behalf of any named beneficiary to the extent of his
beneficial interest. Only the settlor shall have the power to assign or encumber his interest in the TRUST or other-
wise cause its assets to become liable for the payment of a beneficiary's personal obligation or debt. The Trustee is
responsible for losses caused by its gross negligence but not for other losses such as, but not limited to. those created
by fluctuation in market valuations. The Trustee is not required to account to anyone, except as de:icribed above.
unless expressly directed in writing by the settlor or his personal representative. Either party may terminate this
TRUST at any time, subject only to providing reasonable notice.
This agreement is not binding upon the bank until such time as it has been accepted by an administrative officer,
who will be: assigned to the TRUST; this officer will be in contact with the settlor and may be called upon by him
at any time.
INVESTMENT GUIDELINES
........... Commercial paper
.......__.. Treasury bills
....~... Taxable bonds
........... Tax exempt bonds
........... Common stocks
........... Trustee's discretion
AUTOMATIC FUNDING
( ) The Trustee is to charge my checking
~'1..1't.:.~~,........~..~..~~~~
Elizabeth M. Richmond
"~.i"~"'Ch'~~'~tna~t"G'~'d"li~;~-"-"
. ao~. H=.risbur<!..l'.ik.e. ............
~lfeel .ddIC't"
Carlisle, Pennsylvania 17013
. ........... (:'1t"V: 'sii1(!: ZIP'C'OC{C". .............
account S ............................... on the
......................... of each ..................
and add it to this TRUST for investment
INCOME TRANSFER
....,XX... For reinvestment
........... To checking AIC
........... To address shown
....24.q.~5322...... .204.~ro~024.7..
Phone No. Soc. ~ec. No.
......unlLnrn.m....... .....Re-tired.....
DOlle on:l";,HI - u Oetup.won
..... ....... t",;r'ckij,cj 'Acc,iunt" NO:..... ... .....
ONLY YOUR ATTORNEY CAN PROVIDE LEGAL ADVICE
FORM 197 JKG
.~
"'. \' . ,-
. rf of'\
/9 ).f?-!orl
LAST W1LL IIND 'l'ESTl'u'lI::NT
OF
ELIZABJ::TH M, RICHMOND
I, Elizabeth M. Richmond, hereby make, puulish and declare
this my Last Will and Testament, and hereby revoke any and all
wills a~d codicils heretof~rc made by me.
1.
LJeclarations
I declare that I am a resident of Pima County, Arizona;
and that I am married to Wallace E. Hichmond,
II.
PaymenL of Expenses and Taxes
My executor shall pay from the residue of my estate
the expenses of my last illness, funeral and burial, debts duly
allowed against my estate, and estate taxes occasior.ed by my death
and incurred with respect to property passing by this will.
III. .
Specific Bequest
I bequeath my jewelry and silverware to my nephew, Thomas
G. McIntosh, and request. that my nephew allow my husband to use my
silverware as long as he lives.
IV,
Specific Bequest of Body
I bequeath my body to the lJartmouth College Medical School,
Page On~ of My Last Will and Testament
~ .
.. .:.,' '/
I "I I ,
1(:
..., ..r .-
.. (/ '" ( I/"((' "t"
. . I
Hanover, New Hampshire, and I hereby give the medical school authority
to dispose of my remains.
v.
Disposition of Personal Effects
I bequeath all automobiles, weal'ing apparel, jewelry,
silverware, books, household goods and equipment and tangible
personal..\Jelongings which I own at my death and not effectively
disposed of by the preceding articles of this will:
A. To my husband, if he survives me; or,
B. If my husband does not. survive me, to my executor
for distribution as residue of my estate.
VI.
Disposi tion o} Residue of Hy Estate
I devise and bequeath the residue of my estate, con-
sisting of all property of every.nature owned by me at my death
or acquired by my estate and not effectively disposed of by the
preceding articles of this will, as follows:
A. To my husband, if he survives me; or,
B. If my husband does not survive me, to the following
designated persons in the following designated amounts:
1. One-fourth to my sister, Sarah M. Bennett, i.f she
survives me; or, i.f she does not survive me, to
my nephew, Thomas G. 'McIntosh;
2. Three-fourt~s to my nephew, Thomas G. McIntosh, if
he survives me; or, if he does not survive me, to
his wife, T~ve McIntosh, if she survives me. If
neither my nephcw nor his wife survive me, then
to her chil~ren equally.
Page Two of My Last Will and Testament
{-I r, :' (( (',VI -,.,r... (Jl'~-~/~'~';
'~;',""". i'C' (,',I \'\~t _ ....... t. ,-: ,{ ,,'
REV-453 (1.eo)
. . COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEOENT
SCHEDULE "0"
BENEFICIARIES
~\
~
(Instructions on R{!verse Side)
Estate of
Elizabeth M. Richmond
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
W"lhr" " Ili,..hmnnd husba nd no
C;"r"h M. Bennett sister ves leaal ~ residue of estate
Ant. 303
1885 Shore Drive South
___St. Petersbura. Florida 33707
Thnm's G. McIntosh nephew yes leaal 3/4 residue of estate
111 Front Street
Boilino Sprinas, Pa. 17007
--
. --.---.--- -..---- -----
- --- ------_._+- -.--- -----------------
--.--
- -
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NAME
DATE OF DEATH
The above beneficiaries are living at this time except for the following:
I\EV04S4 EX' (3080)
'COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
'*
(lnstroclions on Reverse Side}
Estate of
Elizabeth M. Richmond
p
ITEM TOTAL ER VALUE OF DEPARTMENT
NO. DESCRIPTION MARKET \ DECEDENT'S VALUATION
VALUE INTEREST (Offlcief Use Onfy}
T
None
TOTAL THIS PAGE None N () ME:
.~
. REY-414 EX+ (WO)
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-80-0684
File Number
Estate Name
Elizabeth M. Richmond
Date of Death
September 9, 1980
Social Security Number
204-03-0247
REPORT OF INHERITANCE TAX APPRAISER
[] Original
o Supplemental
o Remainder
I, the undersigned duly appointed Inheritance Tox Appraiser In and lor the County of Cumberland
Pennsylvania, do respectfully report that I nave appraised the real and p.rsonal property as reported in theloregolng
return at the values set forth opposite each it"", in the lost column to the right in Schedules "A", "B", "C", and "E"
Dated: June 10.1981 j?/ffJtfoJ-If'Jl'Jldlfi)
INHERITANCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISEO
AOJUSTMENTS
(HARRISBURG USE ONLY)
Real Property (Schedule A)
Personal Property (Schedul. B)
Jolnt.Hold Properly (Schedule E)
Transfers (Schedule C)
s
None 00+
66 10+
None 20+
None 30+
66,_539 06
40-
TOTAL GROSS ASSETS
leu D.bt. and Deductions
(SCHEDULE Fl
CLEAR VALUE OF ESTATE
OLlie Estote
o Annuity
Rill
FACTOR
PRINCIPLE
FOR USE OF REGISTER ONLY
Tax on $
s;Q.Q.E.
6'.
.,
Tax on S
15%
Tax on $
Tox on S
Tox on S
Exemptions
Total Estote
TOTAL TAX
INTEREST FROM
BALANCE
TO
less Credits
OATE OF PAYMENT
INTEREST
AMOUNT PAID
OISCOUNT
S
+ 5
S
+
INTEREST FROM
BALANCE
TO
S
REMAINDER APPRAISEMENT
CODE
92+
93-
VALUE
CODE
\
COM PUT A TION OF TAX
$
5
5
$
$
=
=
$
$
S
TAX CREDIT
$
t"' '" I:) 8 ~ ttl ~ ~
- ~ 0 en Z -
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9 '"
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510 u f-' g; g; :(
~
IH!.V.455 EX-. IJ.Hlll
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEOENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Estate of E1 izabeth M. Richmond Date of Death 9-9-80
WHEN CLAIMING THE FAMll V EXEMPTION, COMPLETE THE FOllOWING:
File No. 21,80-684
Reserves:
Pa. De t. of Revenue
Robert R. Black Es.
The Commonwealth National Bank
1980 Individual Income Tax
Counsel fee
Executor I s fee
C10sin costs
A"'OUNT
428.50
49.00
.99
48.00
245.90
52.91
75.00
718.00
18.00
60.00
78.00
905.00
21. 50
TOTAL THIS PAGE 9 542.54
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 tb~ estate as deduction.1 foc Inh~ritance Tax purposes.
Tne Commonwe~lth Natlonal Bank
By: lk;,:,. ..,Vt;...l-'<;' Estate Tax MQr. !/.I/-,';'
SIr-NATURE OF ATTO~NEY/FIDUCIARY DATE
OFFICIAL USE ONL V'
I
/
AT
/~- PERCENT.
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S
~
l-2r1-Yl
DATE
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 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 52,000 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 Cl n > trl )> ;S
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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.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
*'
~'/ c'" . I? . /
COUNTY FILE NO: _.:{-.' /,J ~ I;" {; /'
'1/; / -r ,,;./ /";;; / /r;,
TO: // /.'^-1'~<-- (I, x... _.:J'~/1A.":'/.__': .l-.~~:f'
,-''1l~ -"dd-t.(,tz_J~~;tt'-t /;:t/ .J1i,~trr
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/.
/?tJ /3
OATE '..///.'/'lo.:;/"/: /11'/
ESTATE ..::'2~I;~oJlr!..i;Y Ll:7/;' ;:t;i;;(t.I
,;/,./' ~7' ~I/~
FILE NO. ,-" - ~.{/ - 1/.' ,. or-
COUNTY /:;;:t,;'-)/.L/-,.; /Itr A~
,
DATE OF DEATH ";;f;/,,0;;,,,.6ev r /:15'J
..J .
~
Appralsad Valua of Estale:
Real Estate
Personal Property
$
+ /-(~ :/.::;9 >'0
-
Jointly Held PropertylTransfers
+
Clear Value of Estate
. . ,.-., Q .
$ i/ fr .~.,:) I' (/0"
~i ~)"/:r' ~-<-/
$ 5&. '//r;, .;';(
.
Total Gross Estate
Total Approved Deductions
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
$ 5& 'fiN ~.;I,
Amount Taxabl. @ 6% Rate
$
tax; due
$
Amount Taxabl. @ 15% Rate
j(,. . 'It/(", 0-;;
,
tax due
?-j -.; Y 9'Y
---- - ... 'r:;
$//)..;,1C;': (/!f
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
I/) C/ <01
/./. - I -,pu
!./.~? .;:/
AMOUNT PAID DISCOUNT INTEREST TAX CREOIT
$ ;ij;(:.J. to //;:: - /~';;;'iJ,t'()
+ .I) r./i /,'-(J $ = $
$...:>' y./
, ,
/J!7jli' + = /,)7/1 .y?
, /
+ =
. '
Interest accrues at the rate of six (6) 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
Seo Inlormation on Reverse Side
i,.t'L I '-, , ~. I', '..1: ',:.Il_~.,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
ss:
Thp r.otm1onwP~l th N~tioMl R~nk. Ilnh"..t I( 11,,; t,,,,. T""~t t-l~n~ge"
being duly sworn according to law, deposes and says that he f!Xf!cutor
of the Estate of El i zabeth M. Ri chmond
late of Thp Rnrollgh of r~rli~lp ,Cumberland County, Pa., deceased and that the
within is an inventory.made by The Commonwwth National.llML , the said executor
of the entire estate of said decedent, consisting of all the personal prop..ty and real estate, except real estate outside
the Commonwealth. of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
es of the date of deced.nt's death.
Sworn to
and subscribed before me,
~L~ ~.3 1981
~ :Jt~~.U{~~
.:;'!l1I,?', E BORO, CUMBERlAND CO~Nl;
v;\ (,'H,A;.,~IS~!()N DPIRfS J:>'N J. ISn
. 'Co,,,.,,,, ".
By:
One North Hanover Street
Carlisle. Pennsylvania 17103
Addu"
.........l1. ,.'
. Dale of Death
9
DIY
Sf!ptember
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 thirty days of discovery of additional a...ts.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
J
ss:
Thp r.nnmnnwP~lth Nrttinnrll R;tnkl Qnh~'I"-t I( Qa.;t7D1. Tr"c:t f-1~n;t~"''''
according to I.w, depos.s and say. that h. executor
of the Est.t. of El i zabeth M. Ri chmood
I.t. of --.Illl' Borough of r.~l"li~lp ,Cumb.rl.nd County, P.., d.c....d .nd th.t the
within i. an inv.ntory.m.do by The Commonww th Na ti ona 1 Jl.anL . the s.id executor
of the .ntiro ost.to of ..id doced.nt, con.i.ting of .11 tho p.rson.1 property .nd ro.1 ..tat., .xc.pt r..1 ..t.te outside
tho Commonwoalth. of Penn.ylv.nia, and that the figuro. oppo.ite e.ch it.m of the Inventory repr...nt it'. fair value
u of the dato of decedent'. d.ath.
sworn
b.ing duly
Sworn to
and sub.crib.d beforo me,
~ L~ d-.3 19 81
~ :f1~,~)~4-~
.:;'lillY, E BORO, CUMBERLAND CO~Nl;
l~\ rf\....Ii<.'.i)~!CN DPIRES JA~ 1.. :<ir,-"
. . . ". ' 1 ~ ''''
By:
One North Hanover Street
Carlisle. Pennsylvania 17103
Addr."
.~. ...t-. . .', .
. Oat. of D.ath
9
DIY
September
Month
lQ80
Yur
INSTRUCTIONS
I. An inv.ntory mu.t b. filed within three month. after .ppointm.nt of p.rsonal r.pr...nt.tiv..
2. A .uppl.m.nt inv.ntory must b. fiI.d within thirty d.ys of di.cov.ry of addition.1 ....ts.
3. Additional .h..ts may b. att.ch.d .. to p.rson.lty or r..lty
4. S.. Articl. IV, Fiduciari.. Act of 1949.
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,
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA, ORPHANS' COURT DIVISION
RE:
ELIZABETH M. RICHMOND
ESTATE
NO. 21-BO-684
Statement of proposed distribution of the Commonwealth National Bank,
Administrator of the Estate of Elizabeth M. Richmond, late of the Borough of
Carlisle, County of Cumberland, Pennsylvania, deceased.
The accountant proposes to distribute the assets remaining in its hands,
consisting of assets having a value of forty-four thousand three hundred
twenty-seven and 38/100 dollars {$44,327.38}, as follows:
To Sarah M. Bennett, sister of the deceased:
1/4 share of Mona Brown Note
dated 11-14-79
1/4 share of Mona Brown Note
dated 08-28-79
1/4 share of residue of cash
$ 10.00
137.50
12,434.35
$12,581.85
To Thomas G. McIntosh, nephew of the deceased:
3/4 share of Mona Brown Note
dated 11-14-79
3/4 share of Mona Brown Note
dated 08-28-79
3/4 share of residue of cash
Less Prior Principal Distri-
butions
$ 30.00
412.50
37.303.03
31,303.03
-6,000.00
$31,745.53
$44,327.38
The above distribution is proposed because the Last Hill and Testament of the
decedent by reason of the prior demise of decedent's husband, Wallace E. Richmond,
devised and bequeathed the residue of her Estate: one-fourth to her sister, Sarah
M. Bennett, and three-fourths to her nephew, Thomas A. McIntosh. The distribution
herein proposed carries out the intent of the Last Will and Testament of the decedent.
THE COMMONWEALTH NATIONAL BANK
By
li~lR 99 rAGE 424
PRINCIPAL RECEIPTS
Balance per inventory attached
Subsequent Receipts:
12/11/80 Social Security - lump sum death benefit
TOTAL PRINCIPAL RECEIPTS
PRINCIPAL DISBURSEMENTS
9/10/80 Church of God Home - maintenance and care
10/24/80 Cumberland County Register of Wills - cost of
probate
10/30/80 Carlisle Hospital - final medical expenses less
medicare reimbursement
11/4/80 MGM Pharmacy - ethical drugs
11/7/80 H. Robert Davis, Inc. - professional services
11/10/80 Hoffman-Roth Funeral Home - funeral expenses
11/18/80 Cumberland Law Journal - legal advertising
11/19/80 Belvedere Medical Corp. - professional services
11/21/50 Valley National Bank - service charge
11/24/80 Carlisle Radiology Associates, P.C. -
professional services
12/10/80 Valley National Bank - final revocation charge
12/10/80 Bellevue Memorials - monument for gravesite
12/10/80 Valley National 8ank - prorata fee thru 11/28/80
12/11/80 The Evening Sentinel - legal advertising
12/11/80 Cumberland County Register of Wills - Inheritance
tax less 5% discount
I
, 1
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L" 0 l\9 f'cF Ai'"
ji,lll i:J HV.. -x v
3
$ 66,539.06
255.00
$ 66 ,794. 06
$ 477.50
48.00
245.90
52.91
75.00
718.00
18.00
60.00
316.40
78.00
21. 27
905.00
26.06
21. 50
7,125.00
Principal Disbursements (continued)
4/15/81 Pennsylvania Department of Revenue - 1980 Individual
Income Tax
87.84
5/19/81 Register of Wills Cumberland County - balance of
Inheritance tax
1,049.48
5/19/81 Regi ster of Wills Cumberl and County - fee for
filing statement of debts and deductions
6.00
Reserves:
Commonwealth National 8ank - administrator's fee
3,326.95
3,326.95
Robert R. Black, Esq. - legal fee
Pennsylvania Department of Revenue - 1980
Individual Income tax
87.84
100.00
$ 18,173.60
Closing costs
TOTAL PRINCIPAL DISBURSEMENTS
PRINCIPAL DISTRIBUTION
12/8/80 -
1/15/81 Thomas G. McIntosh - advance distribution
$ 6,000.00
$ 6 , 000. 00
TOTAL PRINCIPAL DISBURSEMENTS
PRINCIPAL INVESTMENTS
10/29/80 48,700 units Commonwealth National Bank
Common Fund A-2
11/14/80 2,000 units Commonwealth National Bank
Common Fund A-2
48,700.00
2,000.00
12/19/80 1,276 units Commonwealth National Bank
Common Fund A-2
1,276.00
1/2/81
13,753 units Commonwealth National Bank
Common Fund A-2
13,753.00
l!8Lf: 99 PAGE -:i2u
4
Principal Investments (continued)
1/19/81 791 units Commonwealth National Bank
Common Fund A-2 791. 00
4/30/81 999 units Commonwealth National Bank
Common Fund A-2 999.00
5/4/81 2,007 units Commonwealth National Bank
Common Fund A-2 2,007.00
CONVERSIONS INTO CASH NO GAIN/LOSS
9/16/80 $20 Mona Brown demand note, dated 11/14/79 $ 20.00
8/16/80 $50 Mona Brown demand note, dated 8/28/79 50.00
10/24/80 48,554 units Commonwealth National Bank
Common Fund A-I 48,554.00
11/5/80 100 units Commonwealth National Bank
Common Fund A-2 100. 00
11/10/80 800 units Commonwealth National Bank
Common Fund A-2 800.00
12/8/80 9,000 units Commonwealth National Bank
Common Fund A-2 9,000.00
12/10/80 905 units Commonwealth National Bank
Common Fund A-2 905.00
12/16/80 $12,000 General Motors Acceptance Corporation
Variable Note 12,000.00
1/14/81 5,000 units Commonwealth National Bank
Common Fund A-2 5,000.00
4/22/81 100 units Commonwealth National Bank
Commmon Fund A-2 100. 00
4/29/81 1,995 units Commonwealth National Bank
Common Fund A-2 1,995.00
5/20/81 1,056 units Commonwealth National Bank
Common Fund A-2 1,056.00
L1BlH !:)9 fAGE 42.L
5
INCOflE RECEIPTS
Genera 1 Motors Acceptance Corporation Variable Note
10/1/80 -
12/16/80 Interest $ 440.84
Commonwealth National Bank Common Fund A-I
10/1/80 -
10/24/80 Earnings 569.01
Commonwealth National Bank Common Fund A-2
11/5/80 -
. 5/20/81 Earnings 872.43
TOTAL INCOME RECEIPTS $ 1,882.28
INCOME DISBURSEMENTS
Reserve:
Commonwealth National Bank - administrator's
fee $ 175.36
TOTAL INCOME DISBURSEMENTS $ 175.3&
By:
dmlnlstrato of t e
Elizabeth M. Richmo
Li~~:i !:}9 FAGE '12,.;
6
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLANO )
I, Robert K. Reitzel, Trust Nanager of The Commonwealth National
Bank, accountant in the foregoing Account, being duly sworn according to law,
depose and say that the above Account is just and true, both as to items of
charge and discharge, and that the grant of letters and the first complete
advertisement thereof occurred more than four months prior to the filing of
the Account.
By
Sworn to and subscribed before me
this .J4TLJ day of JULY
A,D, 1981.
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'i~:"tfjFJ'i r:. ~V"M:lS8l!'WOTAilJltLJl\C
~ C!:> : <.> :"~'f I I! RORO, CUMBERlANO COUNTY
~ ~ A "-.:' ". ~'~~ISSION L;:."~~. /IN 1. 19R5
\. \.C"}JtJ 'i~~:,"~}l'ennSYlil7fm" A:.S\ICI;t!UJr. al N~::.1fl~~
-'" 1.'0 .....~A't~" ,,'
...., ;'AR'{ ,.",
...''''..n.I.'....".
lIiltr: 99 PAGE 423
.
Inventory of the real and personal estate of
Fli7ab~th M. Richmond
deceased.
Real Estate
None
IntanQible Personal Property
1. 'Received from Trust account #0606608 W.E. & E.M. Richmond T/A,
with The Valley National Bank of Arizona
a. $12,000 General Motors Acceptance Corporation Variable
Note, at 1.00
b. Accrued interest on item #1
c. Pri nci pa 1 Cash
d. Income Cash
2. Received from Trust account #19213016, Elizabeth M. Richmond T/A,
with The Commonwealth National Bank
a. $600.00 Demand Note with Mona Brown, dated 8-28-79
b. $60.00 Demand Note with Mona Brown dated 11-14-79
c. Principal Cash
d. Income Cash
e. 48,554 units of Commonwealth National Bank
Common Fund A-I
f. Accrued income on item e
12,000.00
32.78
876.61
747 . 50
600.00
60.00
1,369.00
11. 53
48,554.00
80.65
3. Checking account #24384846 with The Valley National Bank of
Arizona
4. Uncashed distribution cash dated 9-4-80 from Elizabeth M. Richmond
T/A, with The Commonwealth National Bank
5. Refund of Securi ty Depos it from Church of God Home
6. Refund claim payments from Medicare
Total Personality
I
13,656 ,89
Ii
II
II
I
I
I 50,675118
I
791 19
25 00
1,302 00
88 80
66,539 06
.--.----'--
. COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
55:
Thp r.nmmnnwp~'th N~t;on~'
being duly sworn
R~nk 1 RnhpY't I( Qp; t7P1. TVOllc:.t M~r~g~u'"
according to law, deposes and says that he executor
of the Estate of El i zabeth M. Ri chmond
lale of !hp Rorollgh of r~r'; " p , Cumberland Counly. Pa., deceased and Ihalthe
within is an inventory.made by The Commonwe.aJ th Na tiona 1 .ftgnL, Ihe said executor
of the enlire eslale of said decedenl, consisting of all the personal prop..ly and real eslate. except real estale ouhide
Ihe Commonweallh of Pennsylvania. and Ihal Ihe ligures opposite each item of Ihe Invenlery represent it's fair value
as of the dalo of decedent's dealh.
1
The Commonwealth National Bank
Sworn to
and subscribed before me,
By:
1981
E-.:ecutor . Ad'minhtrator
One North Hanover Street
Carlisle. Pennsylvania 17103
Addr."
. Dale of Dealh
9
Oay
September
Month
,qRO
Yea,
INSTRUCTIONS
I. An invenlory must be filed within three monlhs alter appointment of personal representative.
2. A supplement inventory must be filed within thirly days of discovery of additional assels.
3. Additional sheels may be attached as tn personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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