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Home My WebLink About80-00724 , I ,', ~",~~ .... . '>:'" '," T,i{;/:: .' y..'::.... '.~'!' .'-' .../.,-,',: ','I '.; '-"'. ;.".... ..:~ f~::~,/,: ;~', '-"., ":.,-,- :.'<",' ,/~>. '~:.-,: . ". ~: .~ '''-, .,'.' "" ':,c~_!~~~):.. >,'.', '~_.,.., "t. .;;.,~ '. "'r.'. '.-.. . ~ ~ ',,~ " ~ ;";",l", ~ " rIl ,- I t) ~ " .' Po ell H ~ = , rIl t! ~ t) .. 0 E-i ~ = rIl ~ . ~ "., r.q , ~ ~ Z ~ 0 ~ ~\ , :.' :,,,:'~ ~~..- - ",' i-' ~'. .i-'.-,- .:"", . ":~"~~ ". , ;~ ;';.'::~';' 'j'-"'- :1;';,:- 'f: :.( ,-..., "~': .. ~ ".:,. ~ .",;, ;';., ,"". ~>!. ,;; ,,;~:, .or:r. '.N r- Q 00 I - M - o '. 0:' Z 6>> -; 1: LLI ,;, ~ No. 1\-80 '72/,1 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate of Donald E. Short: ..".'" ._'.' _, ,_",___....,,_, decessed, To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania, Petltioner(s) is (are) the execut or named in the Last Will and Testament 01.._ Dona 1 rl E. Short dated -.J),I:.t.l1b.c LJI._J 9.7,9___, Decedent was a citizen of the United States and a resident of .,.WllJ:.LALL~n Township~, Cumberland County, Commonwealth 01 Pennsylvania. Decedent died on 'Fr;n~y the --2th_ day of JiJJ'y~']lb\:.r,__.. A,D. 19..!llL-, In the County of ,State ol.MnfyJnlld at the age of ~ years, Decedent Rae (has notl been married and Ra&-(has not) had children born to him lhOf) since the ex. ecutlon of the above described Will. Decedent was possessed of personal property to the value 01 ,._.Un<:l3l.iIllIlt:,<:.!\ and of real estate to the value of llnp~ t imatcd.-.--------, as near as can be ascertained; said real estate situated as follows_.---'dOJ\l:Il<' I'VO tl' Hond. TTppo"- Al 1 on Tnt.men; r ~ Mp,..h~ni rr:::;hl1rg,-EA. Therefore, your pelllloner(s) respectfully apply(ies) for the probate of the said Last Will and Testa' ment and for Letters Testamentary theron. Dated _" Nbvember 12, 1980 L, The I'i rat Uunk nnd Trust: Co.. Name and address NcehunieshurS,-,I'A of Pelitloner(s) P.. Ilox 350 ~~th~niel!hu!~, .~l ~ 55- , - ;: 1 -+- - ~~ - - . ss oi;. o' ro--. u- CL (l)(,.~ ~" :....,U ll.,' .- 5::.',.: N :':l~ -.,.. _ :-:::.i WLlJ a... ~~ ~ ?eJ (.)~ ;:::::e;! ~"'CO~ON~LTH OF PENNSYLVANIA l COL!NTY dF CUMBERLAND I ~ne....L-Kaut:z...Ass.is,tnnLVice_l)r.c8iden L & Trus.t ,.O,er leer named in above application, being duly., ,.awo.rIL.,______ according to law say(s) that the statements set forth in this pelition arc true to the best of. _,hi8____ knowledge and belief. sworn and subscribed belore -- .. .-.---.. t~]~f~ laf me. _....t-l..o:-r~,--~2,.-, 1980 .?ll!l/.07/:f!: .-;;:: Le;Jj r-r tI V~Olslor ~ 0/0 Filed: November 1.1, 1980 AIIlJII10Y Rnclhnkcr, HeCaleh & Elicker ,'/'Jl-j /.~ 1-,.:-- /1-/3'/-1 . .' .~ ~ \.J() ~ " <:l c:-J. ..~ LAW OFf'ICEO SNELBAKER. McCALEB a: ELICKER .. . ~ LAST WILL AND TESTA~mNT OF DONALD E. SIlOR'f I, DONALD E. SHORT, of Upper Allen 'fOlmship, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and under- standing, do hereby make, publish and declare this as and fOl' my Last \Hll and Testament, hereby revold.ng and making void any and all wills by me at any time heretofore made. 1. I direct that all my debts and funeral expenses be paid as soon as practicable after my death by my Executor hereinafter named. 2. All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to the First Bank and Trust Company of Mechanicsburg, Pennsylvania, its successors and assigns, as Trustee, in trust for my son, Robert S. Short, born July ij., 1959, and my daughter, Vicki D. Short, born July 13, 1961, each child to have an equal share and interest in my estate and a separate trust fund established by the Trustee repre- senting his or her fifty (50) pereent share. Within ninety (90) days of the date of my death I direct my Trustee to sell any real estate and automobiles which may be owned by me at the time of my death, the pro- ceeds of such sales to be put into tlle trust funds as provided herein. The Trustee is directed to expend interest only from the trust for the purpose of the support and maintenance of my son and daughter as is necessary in the Trustee's discretion to provide therefor. The Trustee is further authorized and directed to pay income and principal from the trusts as is necessal'y in the Trustee's discretion to provide for the education, including higher education, and medical care for my son and daughter. Payment from the trust shall be madf! by the Trustee to the Guardian of the person of my son and daughter or directly to my son and daughter, whoever, in the discretion of my Trustee is the appropriate payee. Each child shall be able to draw from the balance of the princi- .' ~ '" ~ ~ LAW OFf'ICE5 SNELBAICER. McCALEB a ELICKER .. . .' pal of his 01' IWL' sepaL'ate tL'ust upon attaining t!", hel'einaftel' specified ages as follol~s: A. At the llge or 21 yeul's, tell UllJ:,) pel'cent ot: the (winc ipal B. At the age of 2S ycal'!:i, forty (1111%) pel'cent of the pdncipal C. At the age of 3D yelll~s , fifty (SllJ-G) pe I'eent of the pdncipal I~hich repl'csents the l'emaindeL' or the principal held in the trust fund. The Trustee shall not be pemlitted to expend any sums of money from principal except for education, including higher education and medical care for my son and daughter. The Trustee as herein before stated is authorized to turn over to the beneficiary a proportional interest of the principal of the trust fund at thc age specified as directed herein. The Trustee's authol'ity shall terminate \~hen the Trustee has tUl'ned over to the youngel' child the balance of the principal remaining in her aecount at the age of thirty (30) years. Should either my son or daughter predecease me, I direct the share such deceased child would have received shall pass to the surviVal' of the tl~O. (a) In addition to the pOI~ers conferred by case lal~, by statute and by any other provisions hereof, the Trustee shall have the follol~ing discretionary pOl~ers applicable to all real and personal property held by it, including property held for minors, all real and personal property being referred to in this paragpaph as the Trust Estate, which powers shall be effective I~ithout court order and shall exist until the trus t is terminated: (i) To retain any propcrty received by it, including its 01011 stock; (ii) To invest and reinvest all or any part of the Trust Estate in such stocks, bonds, securities or other property, l'eal 01' personal, as it, in its discretion shall deem peopel', without regm'd to statutes limit ing thc pl'ope rty I~hich a fiduciary may purchnse; (iii) 1'0 sell, tl'anSfel~, exchange 01' othcl'\~ise dispose of, any pal't of the Trust Estate, for cash ~ \\:; .~ ...., 'It c:t LAW OFFICES SNELBAKER. MCCALEB a ELICKER ~. , or on terms, publicly 01' pl'ivntely, 01' to lensc, even [01' a term exceeding five Co,) yea rH or the dlll'a t j on of this tL'ust, \vithont li,nbHity on the Inll'ehasers 01' lessees to see to the appli.eutiun 01" the Pl.oeeeus, ,JIld to g Lve options f'll' thuse LlllI'ellllses IV i thollt the obli.ga tiun to repudiate them in favul' of a highe,' o1:Te,'; (iv) To execute and delivel' any deeds, leases, assignments 0[' other' instruments uS mny be nccesslll'Y to carry out the provisions of thi.s tl'lIst; (v) 1'0 borrO\v money, including the l'ight to borro\~ from itself, and to mOL'tgage 01' pledge as security; (vi) To assume continuance o[ the status of any beneficiary \Vith regard to dcath, marriage, divorce, illness, incapacity and thc like in the absence of information deemed reliable \~ithout liability for' disbursements made on such assumption; (vii) To exercise any subscription right in connection \~ith any secuL'ity held hereunder, to consent to or participate in any recapitali2ation, reorgani2ation, consolidation or merger of any corporation, company or association, the securities of \~hich may be held hereunder, to delegate authority lVith respect thereto, to deposi,t investments under agreements, to pay assessments, and generally to exercise all rights of investors; (viii) To permit the proceeds of any insurance policy to remain lVith the issuing insurance company for the benefit of any income beneficiary under any optional method of settlement allowed by the issuing company; (ix) To invest in endolVment, insurance at' annuity policies on the life of beneficiary hereunder; (x) To do all the other acts in its judgment necessary or desirable for the proper management, investment and distribution of the Trust Estate. (b) All income or principal held for the use and benefit of the beneficiary of this trust shall not be in any lVay or manner subject to anticipation, assignment, pledge, sale or transfer, nor shall any such interest, IVhile in the possession of the Trustee, be liable for or subject to thc debts, contracts, obligations, liabilit ies or torts of the beneficiary, or to attachments, executions or sequestrations undel' process of:' lmv. (c) The Trustce shall reccivc fail' and rcasonable compensa tion he I'CUndcl'. 311 ." .. . COMNON\~EALTH or PENNSYLVANIA ) SS. COUNTY or CUMBERt.AND ) \~e, DONALD E. SHORT, L. ROBERT EI,ICKER, II and IIARBI\RA I.. \~ORllEN, the Testator and the \~i tnesses, t'espec t ive ly, whose names <Ire signed to the attached or foregoing instt'uJ1\ent, being fiL'st duly S\~OI'n, d'" hel'eby declare to the undet'signed <luthority th<lt the l'est<ltor signed <lnd executed the instrument <IS his I,ast \~ill and l'est<lment and that he had signed willingly, and that he exeeuted it as his free and voluntary act for the purposes therein expl'essed, and tlw t each of the \~itnesses, in the pt'esence and hearing of the Testatot', signed the Will as witness and that to the best of his Ot' her knowledge the Testator \~as at that time eighteen yeat's of age 01' older, of sound mind and under no constraint or undue influence. /..11m a-ft~2 .[:.k-<- r I Tcs tatot' ! /2.6~<j5d,4~ ~ .i/. \Vi tness / iOa\/.XLia. .]<.tUfrlde Iv \~i tness Subset'ibed, sW"t'n to and <lcknO\~ledged befot'e mc by DONALD E. SIIORT, the Testator, and subscl'ibed and S\~OI'n to befoL'e me by E. ROBERT ELICKER, II and BARBARA L. \~ORDEN, witnesses, this /7 /~! day of {(I)t-CJ>>../ 1979. /':)~ :c: //. ( . tu',.':';" (0. /~><./ Notal'Y Public CA1HARIIIF. E. BCUSIIM. IlUIARY PUBLIC t.'.lCIlM.ICS:~lif\G UOHOU[;!i CU:.1ULHli\ND CUUI,I" ..-y r.oMMISSIOfl EXPIRES rut 27. 1982 LAW O"ICCS SNEL8AKER. McCALEB a ELICKER 3.:l3 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally eame Wayne P. Kautz, Assistant Vice President & Trust Officer who, being duly ~wnrn ,dop~ depose and say that as Executor of the last Will and Testament of Dnnald E. Short deceased also will diligently comply with the provisions of the law relating to Transfer Inhe Mov. 12. A.D., 19 SO they will well and truly administer the goods and chaffels, rights and credits of said deceased according to law. And '\ ," . . ~ ,\ ances. ] rf f ! Register :..; 0' : Q) CO, ~ gJ a> : ~ '"'1 :Q) jO ~, 00' LL- ~l 0 .u: ...: "<1" 0: ..c::: ....: .-i: -' en: 0 ~ ~: 0 N N: .: !:l:l ~: l" -' <>l: - tlJ: l:'- I: '"0= - u .'1: 0: - .~ E-< e: .-i: i:: 00: ~ ",: r.:l tlJ: I: d: = :>: .-i: o , .~ 0: C'\I: Q, '"" (l"I z~ Q) M Q 0 '"" M 00 ... ~" Z 0 . " - 2 ~ 1 C"i<< Q) 0 Jl '"" bO - lJl = Ol .~ Z ril oj Il< rx.. DECREE Be it remembered that on the 14 th day of November A SO , .0.,19_, there was probated and recorded the last Will and Testament of Donald E. Short late of Upp,'!r Allen Township , Cumberland County, Pennsylvania, Deceased. Letters Testamentary were granted to Witness my hand and official seal the day and year aforesaid. The First Bank & Trust Co. ~ /J~' J ~-U<-I- c..:... .vc-:z/ . ~ Register. GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death arc 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 $2,000 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 arc members of the same household as the decedent. , c "" a n > m > ::l > 0 0 a tIl " Z Cl n c: " ..., z s: Z r-' r-1 m ;>; z ;;l > 9 - 9 r-' Z Z t'"l ..., m ..., Z 9 9 ..., -< tIl r:l - tIl Z 0 tIl 0 ..., '" :>:: 9 "rl ~ > 0 ..., .." 0 .." Z 1'i - )- r" c: rn !'l 0 Z -< -< ~ m. m ~ > > :>:: :>:: INSTRUCTIONS FOR COMPLETING SCHEDULE "F" GENERAL INHERITANCE TAX INFORMATION Unsatisfied liilbilities 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 $2,000 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. r- '"C 0 () > t'1 > ~ z > 0 0 0 '" 0 ~ () c: 0 -l Z ::: Z [: t'1 t'1 ;.:: Z > 0 9 z ;0 -l ~ Z t'1 -l t'1 9 9 -l -< '" t'1 '" Z 0 '" 0 -l 0 '"T1 '"T1 :>:: ~ ~ 0 '%l 0 '"T1 - Z () - > r- c: '" ttl 0 Z -< -< ~ t'1 t'1 ~ > > ;0 ;tl INSTRUCTIONS FOR COMPLETING SCHEDULE "F" " GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurrcd 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 c1aimcd against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support thc decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent who died 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 thc cvent 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. - '"C 0 () > t'l > ~ ~ > 0 0 0 'Jl 0 Z ~ () c: v ..; z 3:: z [: t"'1 :-: 0 9 t"'1 ;.:: Z ;0 - L Z Z t'1 -l t'1 .., 3 9 -l -< t'1 :- 0 '" '" c: :), z 0 '" 0 -l .. ." ;tl '" 0 '"T1 "_I. .-" ~ ~ c.:" IX' ."!.:;:: 0 6.-- N .... '%l .'- 5 "l wI.;..: :;(i.~ ct- Z - a::t,'J -' l.. n ell..:; :~~ - (.Jw tr.= > :::!'" ~ 11);-:' t'" ~ -'- c: '-' rJl ttl 0 Z -< -< ~ t'l t'1 ~ > > :>l ;tl INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family cxcmption 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 pcrson who has assumed the responsibility for paying the debts. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND i J ss: ,..RayneP ._Kautz.., Assistant .Vicc.Prcsident_ and..Trus,LO.f.ficcr._____._,__, -.-- --..... .---.-. being duly _sworn___ ,... ._ accerding to law, deposes and says that he J.'LE.lillf!lJ:.C!L-.__, ,-- - _. ._. of the Estate of Donald E. Short late of Upper Allcn Township, , Cumberland County, Po., deceased and that the within is on inventory modo by _Thc .First Bank _aruL.Trust Comp.any __-'__, the soid.Exccutor of tho entire estate of said decedent, consisting of all the personal property and roal oslote, excopt real osloto outside the Commonwealth of Pennsylvania, and that the ligures opposito eac~ item of tho Inventory reprosont it's fair value os of the dato of decedent's death. The Fir~ Bank a st 0., of Mcchanicsburg and subscribed before me, ,--)t -,,-'.AI '1 )-~ 19 i I Asst. Vice T~ Officer ~:t- fU,~.L~ j ~~_~Il~~ Mechanicsburg. PA 17055 JOHN M. HULSE, Norory Public M MKhcm~:111I1r~. Cvmb.rl~"d Co., Po, . ~... ~.. ~.. ". "" . Addre" Ooto of Death 7 November Month 1980 Oay Year INSTRUCTIONS I. An inventory must be filed within three months alter appointment of persona' ropresentative. 2. A supploment inventory must bo filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. >- .,; " I- UJ ~ ~ a: I- .. ~ UJ 00( " 0.. I- u 0 Vl " " 0 UJ W C '" >- :r: a: '" " (I ~ 0.. L1- 0.. c Z I- ...J .. - ()o ...J 00( 0 0.. 0 L1- :I: I , W 0 00( UJ ,;. ~ Ii > z a: - <( Z 0 c C ~ .; Ii Vl z 0 a: () Z UJ 00( ... 0.. -0 c - .. " 0 -.: I " ..c .... " E -0 - ..5! 0 I .. ~ 0 ...... () u: co n cD :x>~ nr- - ern "'n _~::D i:lO ..>.~ ",', '= =ii?J r~C. ~O ;~~ .',fTl N -;0 r:':.l. :0 .:j-1 ,>: . '", , -::; -, c '..) .. Invontory of tho roo I ond porsonol o.toto of Donald E. Short doc.o.od, First Bank and Trust Co. - Checking Account No. 170 716 5 IBM Corporation - Payroll check IBM Final Payroll check IBM Corporation _ Refund on purchase of U.S.Series "EE" Bond IBM Corporation - Unused vacation pay IBM Corporation - Refund on stock purchase plan Hutter Insurance Agency - Return of premium on car insurance IBM Corporation - Refund of payroll taxes IBM Pa. Employees Federal Credit Union - Account No. 783172-30 IBM Pa. Employees Federal Credit Union - Deposit made from payroll deduction 11/15/8 I \ I IBM Pa. Employees Federal Credit Union - Account No. 783172-00 IBM Pa. Employees Federal Credit Union - Insurance Payoff of car loan Contract No. 037-1843-3, LS-x 1848 Prudential Insurance Co. _ Proceeds Policy No. 0-16000, Cert No. 783172 Arnold Coal & Supply Co. 0 Credit on balance Prudential Ins. Co- Medical reimbursement Harris Savings Assoc. - Refund on overpayment Hutter Insurance Agency - Refund on Homeowner's Policy U. S. Treasury - 1980 Income Tax refund Steinmetz Coins & Currency, Inc. - Proceeds sale of various coins & currency IBM Corporation - Major Medical payment U. S. Series "EE" Bonds _ Five Bonds redeemed $50.00 N/O Donald E. Short Cert. No. L3l257807EE dtd Oct. 1980 Cert. No. L29595157EE dtd Sept. 1980 Cert. No. L29048499EE dtd Aug. 1980 Cert. No. L26820185EE dtd July 1980 Cert. No. L4l224l53EE dtd Nov. 1980 1978 Ford Sedan - Sale Price Furniture & Furnishings - Appraised value 89.29279 Shs. IBM Corporation, Common - @66,8l25 REAL ESTATE 1 Story brick dwelling, known and numbered as 410 Reservoir Road, Upper Allen Township, Pennsylvania, more fully described in Deed dated October 23, 1978, between Donald E. Short and Sandra J. Short, his wife, and Donald E. Short recorded in Cumberland County Deed Book "F", Volume 28, Page 181 - Sale Price 1,337 08 618 93 590 34 10 50 5,603 52 74 41 247 00 265 90 1,679 17 ,0 56 5 56 1, t63174 46,500\00 14 40 50100 3 87 25\00 577 00 51\34 330 00 125 00 4, 800 \00 1,035 00 5,965 87 47,900 00 119,044 19 PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETI!ill:i Sectjon 701 of the Inherit~nce ~nd Est~te Tax Act of 1961 provides th~t the following persons shall prepare and file a return: a. The personal representative of the eslote of the decedent as to property of the decedent administered by him and such additional properly which is or mol' be 5!lbject to Inherilance Tax of which he/she shall have or acquire knowledge; b. The transferee of property upon the lronsfer of which Inheritonce Tox is or mol' be imposed by lhe 1961 Statute, including a trustee of property lronslerred in trust, proVided thotno seporate return need be made by the transferee of property jnciuded jn the relurn 01 <I personal rqllesentotive. 2. PLACE FOR FILING The return is to be filed in duplicate w:lh lhe Rer,isler of Wills of the county wherein the decedent resjded. 3. TIME FOR FILING The return is due nine montlls after the decedent's death, unless an extension for filing has been applied for and granted by the Secretary of Revenue within the nine-monlh period. 4, FAILURE TO FILE RETURN Section 791 of the 1961 Stalute provides that" . . .any person who willfully fails to file a return or other report required of hjm. . .shall be personally Ijable. . .to a penalty of 25% 01 the tax ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law." 5, TAX RATES Inheritance Tax is payable at the rate of 6% on transfers to lineol descendants, such as father, mother, husband, wjfe, son, daughter, grandchildren, grandp~rent, son-in-law <lnd d~ughter-in-Iaw and at the rate 0115% as to ~1I others, 6. PAYMENT OF TAX The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death. Interest at the rate of 6% per annum accrues thereafter until payment is made. All payments received are first applied to any interest which may be due with any remainder applied to the tax, IF TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED. All checks should be made payable to tlle Register of Wills of the county wherein the decedent resjded and are recejved subject to Ihe final determination of the Department of Revenue. 7. FAILURE TO PAY The taxes imposed, together with any jnterest thereon, are a lien upon real property, which lien remaios jn effect until the taxes and interest have been paid in full. The taxes may be sued for against any real property jn the decedent's estate or against any property belongjng to a transferee liable for the tax. 8. FILING OF FALSE RETURN Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 St~lute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding S1,OOO or undergo imprisonment not exceeding one year or both. RE'J"A!'IO C '-80' COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEOENT EST ATE OF --1)onalcl.1'L 1)J:l()rt . SCHEDULE" A" REAL PROPERTY "'. ~ ~~~ ~(E: ~ ,. , .~:- (Instructions on Revcrsc Side) DESCRIPTION ESTIMAlED MARKET VALUE DEPARTMENT V ALUA TlON (OFFICIAL USE ONLY) One story brick dwelling, known and numbered as 410 Reservoir Road, Upper Allen Township, Pennsylvania, more fully described in Deed dated October 23, 1978, be- tween Donald E. Short and Sandra J. Short, his wife, and Donald E. Short recorded in Cumberland County Deed Book "F", Volume 28, Page 181 - Sale Price $47,900.00 TOTAL THIS PAGE $47,900.00 '17, 9o-c ~ A/t3 , REV.451 (l.BOl COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of ITEM NO. SCHEDULE "B" PERSONAL PROPERTY (lnstrucr;ofls on Rt'V("fSL' Sid(.~) Donald E. Short DESCRIPTION UNIT VALUE 1 2 3 4 5 6 7 8 9 10 First Bank and Trust Co. Checking Acc. 170-716-5 IBM Corporation - Payroll check IBM Corporation Final payroll check IBM Corporation - Refund on purchase Ser. E Bond IBM Corporation - Unused vacation pay IBM Corporation - Refund stock purchase plan Hutter Ins. Agency - Return premium car insuranc IBM Corporation - Refund on payroll taxes IBM PA Emp. Fed.Cr. Union-Account No. 783172-30 IBM PA Emp. Fed.Cr.Union-Deposit from payroll de 11/15/80 IBM PA Emp. Fed.Cr. Union-Account No. 783172-00 IBM PA Emp. Fed.Cr. Union-Ins. Payoff of car loa Contract No. 037-1843--3, LS-x 1848 Prudential Insurance Co.-Proceeds Policy No.G-16 Cert. No. 783172 Arnold Coal & Supply Co. Credit on balance Prudential Ins. Co. - Medical reimbursement Harris Savings Assoc. - Refund on overpayment Hutter Insurance Agency-Refund on Homeowner's Po icy U. S. Treasury - 1980 Income Tax refund Steinmetz Coins & Currency, Inc.-Proceeds sale 0 various coins & currency IBM Corporation - Major Medical payment U. S. Series nEE Bonds-5 Bonds redeemed $50.00 Nlo Donald E. Short Cert. No. L31257807EE dtd 0/80 Cert. No. L29595157EE dtd /80 Cert. No.L29048499EE dtd /80 Cert. No. L26820185EE dtd 180 Cert. No. L41224153EE dtd 1/80 1978 Ford Sedan - Sale Price Furniture & Furnishings - Appraised value 89.29279 Shs. IBM Corporation, Common @66.8125 11 12 13 14 15 16 17 18 19 20 21 22 23 24 TOTAL THIS PAGE ESTIMATED MARKET VALUE 1,337.08 618.93 590.34 10.50 5,603.52 74.41 247.00 265.90 1,679.17 70.56 5.56 1,163.74 46,500.00 14.40 50.00 3.87 25.00 577 .00 51. 34 330.00 125.00 4,800.00 1,035.00 5,965 87 71,144.19 *' DEPARTMENT VALUATION (OFFICIAL USE ONL Yi 7///1'1./9 (,? REV-U2<< '-eClI COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT ESTATE OF_ SCHEDULE "C" TRANSFERS . Donald E. Short INSTRUCTIONS: 1. Answer the questions on reverse side, 2. If the answer to any of the questions on the reverse side is "Yes," provide a description of the property transferred per Schedules "A," "B," or "E," its estimated market value at date of death, dates of transfer, to whom transferred and relalionshjp of transferees to decedent. Attach a copy of any trust deed or instrument relaling to the transferred property. ITEM NO. DESCRIPTION ESTIMATED DEPT. VALUA TrON MARKET VALUE (OFFICIAL USE ONL Y! None TOTAL THIS PAGE None QUESTIONS CONCERNING PROPERTV TRANSFERS 1. Did decedent, withjn two years of death, make any transfer of any material part of his estate without receivjng valuable and adequate consideration? (Answer "Ves" or "No".) 2. Djd decedent, within two years of death, transfer property from himself! herself to himself/herself and another party or parties (includjng a spouse) in joint ownership? (Answer "Ves" or "No".) - 3. If the answer to one or two above is "Ves" and the transfers are claimed to be nontaxable, provide the following information: a. Age of decedent at time of transfer. b. Copy of death certificate. c. Affidavit by the allendjng physjcjan indicating the state of decedent's health attjme of transfer. d. All other information supporting nontaxability of transfer. 4. Did decedent, in his/her lifetime, make any transfer of property without receivjng a valuable or adequate consideration therefor which was to take effect in possessjon or enjoyment at or after hjs/her death? (Answer "Ves" or "No" ,) a. Was there any possjbitity that the property 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 attjme 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 perjod whjch does in fact end before hjs/her death: a, The possession or enjoyment of or the right to income from the property transferred? (Answer "Ves" or "No".) - b. The rjghtto designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Ves" or "No".) 6, If the answer to five b, above is "Ves," state whether the right was reserved jn decedent alone or others. 7. Djd decedent jn his/her lifetime make a transfer, the consjderation for which was transferee's promjse to pay income to or for the benefit or care of transferor? (Answer "Ves" or "No".) 8. Did decedent, at any time, transfer property, the bElleficial 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 "Ves" or "No".) 9. If the answer to ejght above js "Ves," was the power to alter, amend or revoke the jnterest of the benefjciary reserved in the decedent alone or the decedent and others? (Answer "Ves" or "No".) REV04530.S0) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ~~ ~1\ (Instructions on Reverse Side) Estate of Donald E. Short BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT I BIRTH Rohert S. Shnrr ----5on .- Yes 11L41.59 n_~_" " . Mechanicsburg. PA 17055 held in Trust by First Bank & Trust Co. Mechanicsburg, PA H<_f... " Daughter Yes 7/13/61 One-half .__u.. ho'~ in Trust by First Bank & Trust Co. .Mechanics- burg. Pa. , ! I I i ,-- ---.-- I i 1 , I I I I I - ---- -------.-- ------- , I , ,-- -..--..- ----~--------~- .- . u__ _ .___ .----- i . --I i . . ------ . .. . Tbe above beneficiaries are living at this time except for the following: NAME J--- I DATE OF DEATH ,j , INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal, owned by the decedent jointly with another partY or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be included. List real estate first. 1. Describe all real property as indicated in the instructions for Schedule" A", Describe all personal property as indicated in the instructions for Schedule "B". Include the name, address and relationship to the decedent of the co-owner (sl and the date the joint ownership was established. 2. Indicate the total market value of the jointly owned property. 3. Indicate the percentage of the decedent's interest. 4, Indicate the market value of the decedent's interest. r- '"C v () E; t'1 > ~ Z ::> 0 0 '" 0 ~ n c: 0 -l Z ... Z t'" l"1 t'1 ;r: Z > 0 - 0 t'" ;tl ,~ Z Z ~ -l l"1 -' z 9 -l -< t'i - 0 '" '" Z 0 '" 0 ..., 0 '"T1 '"T1 ::e I ~ , - 0 Z o '%l '%l 5 > ~ c: '" t"l o Z ~ ~ 0<: t"'1 > ;tl -< l"1 ~ -RG:C.:J9 (80'171 SUMMARY Counly, Humber and Home Cul!!be1::!.lIll<L- File Humber 21-80-724 Dale of Death November 7._12.8-9-------- Eslate Homo Short ____...Donald-'n.-'-"'n---E.--- (LA:'l NAML) (,"",';' :lA'."1 tlr.t:I:.LI COMMONWEAL TH OF PENNSYLVANIA TRAtlSFER INHERITANCE TAX RESIDENT OECEOENT I I REPORT OF INHERIT MKE T AX APPRAISER I, the undcr5jgncd duly appointed Inheritance Tax AppnJi~.cr in and for the County of Pennsylvania, do respectfully reporl that I have appraised tho roal and pe"onal property as reported in tho foregoing return 01 tho valuos sot forth oppasito each item in tho last column ~o the ,iaht in Schedules "A", "B", "C", and "E". Doled: \f~IILWT!,"( r. T.\X /.ppR....I'.>Lr. REPORT OF THE REGISTER OF WILLS I, Iho undersigned duly alocted Reg;ster of Wills in and for County, Pennsylvania, do rospeel. fully reparl Ihal I have allowed deduclion. in the amounts claimed by doponent, excepl as fa Ihose items whore 0 greater or lesser amounl is sel forlh in Ihe lasl column 10 the right in Schedule "F", which greater or lesser amounl represenls the sum allowed as a deduction. Doled: IH';GI5TE" of WlLLS INVENTORV Real Property (Schedule A) Personal Property (Schedule B) JolntoHold Property (Schedule E) Transfers (Schedule C) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE FI CLEAR VALUE Of ESTATE VALUE AS APPRAISEO I ADJUSTMENTS ODE (HARRISBURG USE ONL VI 00+ 10+ 20+ 30" 1 REMAINDER APPRAISEMENT ICODE S 47.900 -0- -0- 32 409 8 40. 86.634 1 ~ Voluatlon of life estates or annuities.......... ..... ......_ S PRINCIPl-E ,=~CTOR C L ESTATE TAX ASSESSMENTS _ S t= L FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tox on $ Tox on S Tax on S Exemptions Total Estate ~ COMPUTATION OF' TAX s s 2% 6% 15% o s (.) As evidenced by Charitable Exenlptlon Certificates Issued by the Secretary of Rovenue. TOTAL TAX s Less tax previously paid BALANCE Less 5% of tax if paid within 3 months oher death, S S -t= S BALANCE Of INHERITANCE TAX DUE Add interest ot rote of 6~o from 10 AMOUNT OF ESTATE TAX ASSESSEO Estate talC paid BALANCE DUE Add interest ot rata of 6% from 10 , . \ L_ I , S -I $ S S TO'r,\L TAX {~^L.\tJCE S P^" \ Supplemenlal Cadeo: (FOR USE IH H'\RRi~"URG OtlL '() 96_Succcssi vc Life Estate 4B_Adjustmenl 49+Adjuslment 56_Annuily 60-Lif,' E,lotL 92fRt:lnoindcr ^ppraisol 93_RcmoiIHk'( D,!duclion ? 3C-Chnrily 9.1_Rcmaindcr RC$iduc FOR USE OF R :::GIST ER Oi'lL Y AOJUS1MENTS HOTE: Where sub"vquenl "'liu"lm""" 'He made 10 the above compulation 01 tax by the Register of Wills, for proper reason same .ho"I,' I", ,,,' d below. wilb.:>o,t explanation. ' --.-.---. -- 92+ 9J. \.... . . . - E- ..J Z .." .:: ~ w ~ 5!l ~ " :::e ~ .:: " >- W L> :.: 5!l L> c.. c .:: c.. :.: 'c .:: n . c.. u.. 0 n~ 00 c.. " - :u 0 ,. z c"" '" '.' .:: !!l ;;, .:: 3:;>: S? !::J i= w "' <D, ~.., . l"' E- o: E- ""J - ~ 0 1: ~ u. .:: 0: :.: ,,~, ,.,1 Z E- O E- " 0 r.o N :.j( :;-.:c u.. C/l c.. c.. ~~?; 00 0 W ~ w r"'? 0 :.: c' . '" .:; :~: ;n 1:1 .!: w .. " - E- O;; r- " E- " ~ ~ " v. .:: 0 0: ::;; '.. 'S 0 ;.. ~ - '5 .= C E - " .~'C " 0 0 ==.:: oJ u u REY.4U EX+ (HOJ INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) File Number 21-80-0724 I2U Original o Supplemental o Remainder REPORT OF INHERITANCE TAX APPRAISER Dated: SElptember 25. 1981 IHVEHTORY VALUE AS APPRAISED Estate Name Donald E. Short I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Currber1and Pennsylvania, do respectfully leport that I hove appraised the real and personal property as reported in the faregolng retum at tho values set forth opposite each item in the last column to the rl ht in Sche le5 "A", "B", "C", and "E" Date 01 Death Novanber 7, 1980 Social Securi ty Number 1 q, -'R-16'i4 CODE Roal Property (Schedule A) Perlonal Property (Schedule B) Jolnt.Held Proporty (Schedulo E) Tron.f.r. (Schedule C) $ TOTAL GROSS ASSETS NONE 119.044 Le.. Debt. and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE o Life Estate o Annuity ~ FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tox on $ Tax on S Exemptions Totol Estate TOTAL TAX INTEREST FROM BALANCE Less Credits DATE OF PAYMEHT AMOUHT PAID S INTEREST FROM BALANCE DUE FACTOR 6% 15% TO INH ADJUSTMENTS (HARRIS8URG USE ONLY) REMAINDER APPRAISEMENT CODE oat '0+ 92+ 3)+ 30+ 40- 93- PRIHCIPLE VALUE CODE CODE COMPUTATIOH OF TAX S S S S S s s s TAX CREDIT s COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT . '$: ~~~ r ~'~' .....;:',;'" -~('-'''' . o..:...:.}!.~~&..ti REY-4DT EX+ (7,,",01 I!IORIGINAL o SUPPLEMENT AL Estate af Donald F. .....Sbort File Na. 2l::-.Ba=a:Z:~4 Caun ty CUmber1an:i Date of Death November 7. 1980 In the evont that any futufe Internt In this utate is tran.ferred In pouesslon or enjoyment to collateral heirs of tho deced"nt after tho expiration of any oltato for life or for yoan, tho Commonwealth hereby oxprouly resorves tho right to appraise and anoss transfer Inhorltanco 10xoI at the lawful collaterol ratD on any such futuro Interest. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH ASSET SUMMARY DEPARTMENT'S APPRAISED VALUE 1. Total Reol Property - SCH. "A" . . . , ., $ 47,Qnn nn Unreported $ $ 47 rqnn nn 2. Total Personol Property - SCH. "B". , . . $ 71 .144 1 q Unreported $ $ 71.144.19 , 3. Total Jointly Owned Property - SCH. "E" $ NOII1R Unreported $ $ N<1I1F: 4. Total Tronsfers - SCH. "C". . .'. . . . . $ NONR Unreported $ $ NC1IIlF. TOTAL GROSS ASSETS $ 119 044.19 DUFE ESTATE DANNUITY DREMAINDER TOTAL VALUE $ I da hereby certify that the above appraisement is mode in conformit with Pennsylvania law and has been filed this day with the Register of Wills. SeptemhPr 2S, lqR1 DATE lfl lfl 0 .... ~ ! ]: dP ~ \D ~ I:l': ~ ~~ -< i z Iol ~ .~ 0 ;>- ~ ~~ Iol ~ '" . ;:l ~ ..J J ~ HI -< - u z 0 - 0 ..-l ..-l I:.. I:.. ~ qo ..-l 0 ~ I:.. 0 I:l': I:.. !-o 0 '" 0 z 0 '" '" ;>- !-o 0 - Iol Z !-o Iol !-o Iol Z Z ..J 0 - 0 -< I:l': Z ~ Iol ..J Z ::;: Z !-o Q ;:l U " Iol - ~ '" ~ 0 0 -< z ~ Iol U Q Q.. :J INFORMATION To insure proper credit to your account, the name of the oSlato and file number should he clearly print- ed on the check or money order. This assessment is made in accordanco with Section 708 of the Inheritance and Estate Tux Act of 1961 (72 P,S. 9 2485.708), To the extent that inheritance tax is paid within three (3) months after the death of the decedent. a discount of five (5) percent is allowed (72 P,S, 9 2485,7161, Inheritance Tax, other than lax on a future interest, is duo at the date of the decedent's death and becomes delinquent al the expiration of nine 191 months after the decedent's death (72 P,S. 9 2485-7111. Inheritance Tax on a future interest is p&yable within three (3) months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P.S. ~ 2485-7121. Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using tho follOWing interest table; ------------ -------- - - -------- - --- -- -- - ----- --- - - - -- - --- -- ----- - -- - - - - - -- -- 1 month ,005 4 months .020 7 months .035 10 months ,050 2 months ,010 5 months .025 8 months ,040 1 1 months .055 3 months ,015 6 months ,030 9 months .045 12 months ,060 1 days .00017 11 days .00186 21 days ,00352 2 days ,00034 12 days ,00203 22 days ,00369 3 days ,00051 13 days ,00220 23 days ,00386 4 days ,00068 14 days ,00237 24 days ,00403 5 deys ,00085 15 days .00250 25 days ,00420 , 6 days ,00101 16 days ,00267 26 days ,00437 7 days ,00118 17 days .00284 27 days .00454 8 days ,00135 18 days ,00301 28 days ,00471 9 days .00152 19 days .00318 29 days ,00488 10 days ,00169 20 days .00335 30 days .00500 -- --------- ---------- --- - ---- - - -- --- - ---- --- ------- - - - - --------- -----.. Any party in intere!it, including the Commonwealth and the personal representative, not satisfied with the assessment may object thereto within sixty (601 days after receipt of thiS Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961172 P.S, 9 2485.10011. Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: ........ j"'.. :~.. . ~ : .' THE FIRST AND FINAL ACCOUNT OF THE FIRST BANK AND TRUST COMPANY, MECHANICSBURG, EXECUTOR OF THE ESTATE OF DONALD E. SHORT .!.W! Nov. 13 18 25 25 25 25 25 Dec. 11 15 16 18 18 1981 Jan. 5 13 13 23 28 29 29 LATE OF UPPER ALLEN TOWNSHIP, CUMBERLAND COUNTY PENNSYLVANIA, DECEASED PERSONALTY PRINCIPAL RECEIPTS The accountant charges itself with the Inventory and Appraisement as filed: $71,144.20 37,589.47 $108,733.67 Transfer from Realty Principal TOTAL PERSONALTY PRINCIPAL RECEIPTS PERSONALTY PRINCIPAL DISBURSEMENTS Register of Wills - Letters Testamentary and short certificates 59.00 Hutter Insurance Agency - Automobile premiums 367.00 Bell Telephone Co. - Phone bill 50.92 J. L. Howard - Sanitary collection 15.00 philadelphia National Bank - Balance due on VISA 430.22 Atlantic Richfield Co. - Balance due 138.04 West Shore TV Cable - Balance due 14.62 Arco Petroleum Co. - Balance due 71.72 Bell Telephone Co. - Balance due 26.99 Cumberland Law Journal - Advertising Letters 18.00 Vicki D. Short - Partial payment family exemption 600.00 IBM Pa. Emp. Fed. Cr. Union - Balance due car loan 1,163.74 Bell Telephone Co. - Balance due 50.54 Philadelphia National Dank - Balance due on VISA 5.90 First Bank and Trust Co. - Interest on note 46.81 Associates in Pathology - Balance due 48.00 Myers Funeral Home - Funeral bill 2,632.40 Bell Telephone - Balance due 13.07 First Bank and Trust Co. - Balance due on Note No. 3320 1,807.35 ~I~l~ ..UJU i'~~E 3~3 Feb. 2 2 Mar. 5 10 18 30 30 30 31 Chuck Bricker, Auctioneer - Appraisal fee Register of Wills - Short certificates Cowley Associates - Balance due Vicki D. Short - Partial payment family exemption Bell Telephone Co. - Final phone bill Pa. Dept. of Revenue - 1980 Fiduciary Tax Pa. Dept. of Revenue - 1980 Personal Tax Internal Revenue Service - 1980 Fiduciary Tax Loss on sale of .29279 share of IBM Stock Carrying value Proceeds $19.56 18.45 Apr. 1 Neurology Associates of Pa. - Balance due 23 Dermatology Associates - Balance due May 21 Gingrich Memorials - Grave marker July 2 Vicki D. Short - Balance family exemption 28 Register of Wills - Filing inventory & Appraisement, Debts & Deductions and RCC Forms 29 John M. Hulse, Notary - Notary fee Aug. 7 Register of Wills - Penna. Inheritance Tax RESERVE FOR THE FOLLOWING: The First Bank and Trust Co. - Executor's fee Snelbaker, McCaleb & Elicker - Attorney's fee Reserve for filing costs, etc. TOTAL PERSONALTY PRINCIPAL DISBURSE~ffiNTS REALTY PRINCIPAL RECEIPTS One story brick dwelling, knolffl and numbered as 410 Reservoir Road, Upper Allen Township, Pennsyl- vania, more fully described in Deed dated October 23, 1978, between Donald E. Short and Sandra J. Short, his wife, and Donald E. Short recorded in Cumberland County Deed Book "F", Volume 28, Page 181 Sale Price TOTAL REALTY PRINCIPAL RECEIPTS ...... r,r- A '.I~L~ ..lUIJ;' AlJt uv,* 25.00 2.00 200. 00 880.00 3.43 154.00 5.00 1,152.00 1.11 25.00 125.00 345.00 520.00 9.00 1.00 5,198.09 5,476.55 5,476.55 150.00 $27,308.05 47,900.00 $47 , 900.00 REALTY PRINCIPAL DISBURSEHENTS I \ , 1980 ~ 25 Arnold Coal & Supply Co. - Fuel oil 211.05 25 P. P. & L. Co. - Balance due 15.90 Dec. 22 P. P. & L. Co. - Balance due 21. 37 23 Arnold Coal & Supply Co. - Fuel oil 422.30 I \ \ I j .\ i , I 23 Harris Savings Assoc. - Nov. & Dec. mortgage payments 180.00 1981 Jan. 12 Mechanicsburg Water Co. - Water bill 18.69 12 Upper Allen Township - Sewer bill 55.55 20 Harris Savings Assoc. - January mortgage payment 90.00 23 Arnold Coal & Supply Co. - Fuel oil 250.97 22.81 23 P. P. & L. Co. - Electric service 27 First Bank & Trust Co. - Property liability insurance 9.00 Feb. 5 Hutter Insurance Agency - Property liability insurance 12.00 14 Patriot News Co. - Advertising home for sale 13.44 19 Harris Savings Assoc. - February mortgage payment 90.00 20 P. P. & L. Co. - Electric service 11. 90 Mar. 6 Harris Savings Assoc. - Mortgage payoff 8,482.91 380.51 6 Realty transfer tax and net proration of taxes, etc 11 Mechanicsburg Water Co. - Final water bill 12.14 12 P. P. & L. Co. - Final electric bill 5.84 20 West Shore Times - Advertising home for sale 4.15 Transfer to Personalty Principal Receipts 37,589.47 $47,900.00 TOTAL REALTY PRINCIPAL DISBURSEMENTS PERSONALTY INCOME RECEIPTS .!2!!l Jan. 12 Interest - Fide1cor Master Note 14 " _ IBM Credit Corporation 27.56 23 " _ Life insurance policy No. 1600 563.58 lIb"~ .1.UlJ rm 3::>5 6.41 , 1981 Feb. 9 Interest - Fide1cor Master Note 114.14 Mar. 9 " " " " 520.14 11 Dividend - IBM Corporation 76.79 Apr. 9 Interest - Fide1cor Master Note 350.18 9 " - First Bank & Trust CO't Savings 1.46 June 10 Dividend - IBM Corporation 76.54 12 Interest - U.S. Series EE Bonds 4.10 26 " U. S. Treasury Bills 2,542.20 July 9 " First Bank and Trust Co. savings 133.58 Sept. 11 Dividend - IBM Corporation 76.54 Oct. 1 Interest - U. S. Treasury Bills 2,963.60 TOTAL PERSONALTY INCOME RECEIPTS $7,456.82 PERSONALTY INCOME DISBURSEMENTS 1981 May 1 Robert S. Short - Income distribution 500.00 1 Vicki D. Short - " " 500.00 July 2 Robert S. Short - " " 1,500.00 2 Vicki D. Short - " " 1,500.00 Aug. 24 Robert S. Short - " " 160.00 24 Vicki D. Short - " " 160.00 Oct. 2 Robert S. Short - " " 1,381. 99 2 Vicki D. Short " " 1,381.99 The First Bank and Trust Company - Income connnission 372.84 TOTAL PERSONALTY INCOME DISBURSEMENTS 7,456.82 REALTY INCOME RECEIPTS - None - Um iUlJ ;.1.[ :336 . .' REALTY INCOME DISBURSEMENTS -None- SUHMARY TOTAL PERSONALTY PRINCIPAL RECEIPTS $108,733.67 27,308.05 $81.425.62 47,900.00 47,900.00 -0- 7,456.82 7.456.82 -0- -0- -0- -0- $81,425.62 TOTAL PERSONALTY PRINCIPAL DISBURSEMENTS TOTAL REALTY PRINCIPAL RECEIPTS TOTAL REALTY PRINCIPAL DISBURSEMENTS TOTAL PERSONALTY INCOME RECEIPTS TOTAL PERSONALTY INCOME DISBURSEMENTS TOTAL REALTY INCOME RECEIPTS TOTAL REALTY INCOME DISBURSEMENTS BALANCE FOR ACCOUNTING RECONCILIATION ACCOUNT Balance for accounting as per First and Final Account $81,425.62 Less: Advance Distributions 1981 Jan. 29 Robert S. Short - Partial payment of Bequest per Item 2A of Will 1,500.00 $79,925.62 BALANCE FOR DISTRIBUTION BALANCE CONSISTS OF THE FOLLOWING: Cash - Principal $73,979.31 -0- Income $73,979.31 Securities: 89 Shs, IBH Corporation 5,946.31 $79,925.62 TOTAL FOR DISTRIBUTION 'lJ "."' "'''7 U~~~ ilJ '-..ut YU He hereby certify that actual notice of the time of presentation of this account and of the character thereof has been given to every unpaid creditor who has given written notice of his claim to the accountants or their attorney and to every other person of whom the accountant has notice or knowledge who claims an interest in the estate as a benefici- ary or next of kin. THE FIR~T BANK AND TRUST COMPANY, MECHfu~ICSBURG Execu~?f Estate ~f onald1E. Short, Deceased. 1~' r ,'r. '\ t' L- Il' I '1,1'/ By: I ! I:' ,{II Assistant \ice tprG~j and Trust Officer U~;n .1.UlJ i'A.E ~3B , . '. COM}~NWEALTH OF PENNSYLVANIA SS COUNTY OF CUNBERLAND I hereby certify that on this day of ('. 7", '. ( - (.\. . ../1-. 1981, before me, the subscriber, a Notary Public in and for the said Commonwealth and County, personally appeared Wayne P. Kautz, Asst. Vice President and Trust Officer of The First Bank and Trust Company, Nechanicsburg, the above named accountant, who being duly sworn according to law, deposes and says that the foregoing is a true and correct account of all the rights, goods, chattels and credits which came into the hands or possession of The First Bank and Trust Company, Hechanicsburg, Executor as aforesaid, or into the hands or possession of any other person or persons for it. The affiant further says that no person claiming to be interested in said estate, whether as creditor, legatee, next of kin or otherwise, gave written notice of such claim to The First Bank and Trust Company, .. :"ii/i~i;~i~;l'\~"'\' ....P!;y....~\, '. , -It .~tt...-;\;:~I:;'(~;.~;~~cjr.? and subscribed to before me :'.~'<. ".:J".,y.;::-" . .... /.......~ -', : 1\. . ._ \. .f" .,!~ t:h;.m ~ _..."'J I . J. L \~'~: l.":~{, ;', , ,.:: '., ) '.;} 'f' ._,. . ,..... ;'>1-: " ./- .", 'f'; 1'1 ,,~. .- ,:, . ,; ( , " 'I, '.:... .....,.,:.i ''I' / "-I . "'/"_1\', p\.f')"'::;'--. /~_[(; ((I I( (i.( C__ _'._...... ......,..:...._ 1'--.. '" ....~........... GAil A.lAUtR, tiCT ~~y P!!RUC fI~CHt.:\!rS~:)RG BOliO, C~ ;~,:;:'t;i:l. :.110 COU:HV t,f,' C0:,I,"\l:';5!O;~ f."?il\(~ ,::V 1-1, l;L':',i r.1-~mbrr, Pl!n;1~'li..<_::,:~,"\ "I';)';) ~'t r:(II..!:es Exhibited into the offices of day of {"',' (:~~ (-< \- 1981. of Wills in and for the Register 'j' ,.).ll'~ the County of Cumberland this "D THE FI~T Bfu~K AN Execut~~Estate 0 \" ' , day of CctL~ '\. 1981, by By Assis ,"',.. 1"""9 lIJ.~ .LUU i ~v. uU " .' -: , . -'~;. . '. ','." < ... ' " , ~~~'''''''''',;,;f.1'''''''''-' "40/' ,,' .~.., ,..",," ' ~," ,JI;~ ':/11, ~~;\!iik~".~'i.<;;i'::;::.~:?""""" 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H'wI'o'''-P''''' ' ~T.i.' ..,Il........?ii "..",,~>.t'<'i~'tf~,; ~'i>'~"\:;%'*';;'\1,'1 ..;~~>;j;.1, '~""I" ~,<,~;:l&i!"'''' .);' .;~l ~~C .:.~ 1 ~\t",~rt,~,:,,:; .'1t~::S::'~~' i~*;ffi~~~~t6f ~}'i:o:.~~.c{....1 ".."i"t,,,~\ ~f I1ti..." ~~P-::fi?..~' ...,.'l;'I"i;,.....)!'1: .p'Lt., )!l1::;,;;' r.nL~~t'~~};.~ "i.:tO""{:,,,,~.tl. 1-tffjC104:~..':c:(~')~:';' ~.:::,;.{O Qt:'\",.1~'.; ~, .~. .0::......' . . .'''' ,,~,'h~'''''''W'' ...... ?~:'~k:i:.,~~{t~~{i ... THE FIRST AND FINAL ACCOUNT OF TilE FIRST BANK AND TRUST COHPANY , NECllANICSBURG, EXECUTOR OF TilE ESTATE OF DONALD E. SIIORT LATE OF UPPER ALLEN TOHNSIIIP, CUHBERLAND COUNTY, PENNSYLVANIA, IJECr,^SEll PROPOSED SCIIEDULE 01' IJISTIUBUTlON Balance for distribution as shown by First and Final Account $79,925.62 DISTRIBUTION Advance Distributions: 1981 Jan. 29 Robert S. Short - Partial payment of Bequest per Item 2A of Hill $ 1,500.00 1,500.00 Total advance distributions Robert S. Short - Balance of Bequest per Item 2A of Hill 2,571. 29 The First Bank and Trust Company, Nechanicsburg, PA, Trustee for Robert S. Short per Item 2 of Will Cash 33,668.37 Securities: 44.5 Shs. IBM Corporation 2,973.15 36,641.52 The First Bank and Trust Company, Hechanicsburg, PA, Trustee for Vicki D. Short per Item 2 of Hill Cash 37,739.65 Securities: 44.5 Shs. IBM Corporation 2,973.16 40,712.81 $79,925.62 STATEMENT OF REASON FOR DISTRIBUTION: Distribution is made in accordance with the Last Hill and Testament of Donald E. Short, dated October 17, 1979. . ,., ""0 liil"~ .1UlJ .A"[ u':t. .. .. .. We hereby certify that actual notice of the time of presentation of this account and of the character thereof has been given to every unpaid creditor who has given written notice of his claim to the accountant or its attorney and to every person of whom the accountant has notice or knowledge I<ho claims an interest in the estate as a beneficiary or next of kin. TilE FIRST BANK AND TRUST COMPANY, MECIlANICSBURG, Execut~;\ Estate of DJna~~~hort, Deceased By I Ii Trust Officer COHMONlffiALTH OF PENNSYLVANIA SS COUNTY OF CllflBERLAND I hereby certify tha t on this ,<;, c day of (' ,C-t-,,-_ 1981, before me, the subscriber, a Notary Public in and for the said Commonwealth and County, personally appeared Wayne P. Kautz, Assistant Vice President and Trust Officer of The First Bank and Trust Company of Mechanicsburg, and who being duly sworn according to law, deposes and says that the facts stated in the foregoing Proposed Schedule of Distribution are true and correct the best of his knowledge and belief. Sworn and subscribed to before me this /-1 /,,~C day of {, :,1-", 1981 .... ..-,..~~.~--;::t~~~~\.; '\ _..- .:~,. ;....., "j' ~ 'I . '." "':e 1 '. :- ~"~;^J"l..;':.. " II .. y:.... I or.... '. / . ,... '. I .-,'.' -', r , . .. /1' ; -v; I .~.,'~'. ' .' ~_~/ 1" (( { , : ~': :., ~..... '~., 'f.~?J')1 ~ ..".. I., ~ ~ ,". 'J.... ~ (;< . .... 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