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Home My WebLink About80-00742 ";'0. ~'~>:: .";.' "i: ~;:'~ ....,'. :..,... -;.. <:..;l'-';';', '. .::\'.'r,-;,.:-' i~: ::~,f~?{-,;'; ,:0)]-";'" '.-",.<' ',1~:2!~ ~""",,,,. ..,~~ .: ,,,,-"".s" ,. "!\1.-\:,;' ".;';," I r r_ 0 .~ ~ 0 C'} ~ ., -'1: ... .,z; .. P; . [j rz. rJ) ;E' ;j <n ._01 ., N H H --,,: ..:l ,-1 "1i .,z; ~ ...:J l" :x: ..-r, H 0 0 .- I 7 0 CO -. . 0 - N 61 - . lQ 0 - ,,~. Z en >J:l LLI N 21-80 '7.1~ 0......,.......................... Renunciation and Request In the Matter of the Estate of ....~~~.:]:.~.~....~.~.....s.~.!:'.IlX~.r..................................................................m................ To ......~.~.:::!....~~.:~~.~.~.............................................................................................. Esq.. Register for the Probate of Wills and granting Lellers of Adm;ni,t<ation for the County of Cumberland, in the Commonwealth of Pennsylvania. ...J....... the undersigned. being tmlL!?!:l.~...g.f....tJ.~....1;;~~.~.', ~.t.9.J:.~...n!1:.\\~.g...Jl1....thg...It.1!.~.!;...J{1J.1.... and Testament of Charles B. Strayer, dated December 20. 1976 .................................................................................................................................................................................................. .............n..................................................................................................................................................................-................ ...... ..........................................................-...............................,............................................................................................... .................................................................................................................................................................................................. do hereby renounce ..........':nX...............................................right to have Letters ...'!:'.~.~.~.a.~!::n.:~.~.r..Y.......................... .......n.......................n............n..nn....nn........nn on said E.,!ate issued to ..~t'!.n~.~nnl1n..~~.::~!.!:!.!:.~~.~.(l.~...~i.~~m. .~.~~~E.~...:!.E~:.~~....~.?~.P..Il~x...........n...............n...............mn.nn...nn........ and do hereby request you to grant Robert Fulton Strayer the same to .n...................n......................m.......n...................... ......0... ...... .0.... nm.......n......n......nm.........n.......... .......0.....0... Witness...~!.........hand...n.........hand seaLnn.....n nthis.... 23rd day of .n.~.O'.v..::'!l~.~::.....nn..m.........h..nnnnA. 0, 19...~.o.. Sealeff'tn~ delive:;J;j;pres nee of .....[x)~~(L.L\. .;~1>nn................. . "/)u .' /7 j? //- ~~.-'d:....n...~.0....n.nm.......n...... Her ELSIE FULTON ( (1'.4) STRAYER . .... ............0. ................U:lr.k................_.. (L, S.) ..... ...n..nm. .......n.mn..........................n... (L. S.) .............................................................................. ................................n........................._....(L. S.) ..............'................ ................................................ ..... ....n.nm........nnn................................. (L. S.) .....................................--......................................... ... ..................................n..n.................h'. (L. S.) .......m..n.........n....................................... (L, S.) ... n...n.......n........n......n..m....m............... (L. S.) .... ~ ~ '1<'''~'..litlrr ,lll.Ull ~ .., .l"'~ 0 ~~.l> ~ ... , l'ilo - :-r,\t .,~:-. ~ ~ 0( """ 'I :::tl. ~ '" 1-- --~ )f.".....~ ~ ...J:lZ 'i\~ :--,1- ::I !<:; 9 ~ ~ E-< (J~ "':c):l r.. .;-'1<1> <Il '" . ~). t: ~' w-. ~ ~ ~ ~. ~ ':I~"-f~ ' ~ ':l l: lIrli.llll"Y~ I"l i3~wt;~ ~f~~ <Il :i . !l'~'" . ~( ~ ! z ~. .""" '> " ' ~ w ... . fa', ,,....,, I',). ~ I- ~, . ~~ .~ .... '~( ~ ~ ,~. t~~ .... 't~~ 't7 u ~ u . , ' ~') ~. . / . ~ , ,. . . LAW ornetS WILLIAM F. MARTSON. P.C. - , , LAST WILL AND TESTAMENT I, CHARLES B. STRAYER, of the Borough of Carlisle, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made, ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property, shall be paid by my Executors out of the property passing under ITEM V of this Will, as an expense and cost of administration of my estate. My Executors shall have no duty or obligation to obtain reimbursement for any such tax paid by them, even though on proceeds of insurance or other property not passing under this Will. In the absolute discretion of my Executors, they may pay such taxes immediately or may postpone the payment of taxes on future or remainder interests until the time possession thereof accrues to the beneficiaries, ITEM II: I direct my Executors to pay the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration of my estate, ITEM III: If I predecease my wife, ELSIE FULTON STRAYER, I give and bequeath to her absolutely and in fee simple all of my household furniture and furnishings, books, pictures, jewelry, silverware, automobiles, wearing apparel and all other articles of household or personal use or adornment, If I do not predecease my wife, I give the same to my children living at the time of my death, to be divided among them in as nearly equal shares as they shall agree, If my children cannot agree ':\ . ,~ .C)\..L"\.-~' Charles B. ...-; -.->.;1 t- .. C j. -/) '-=...().---- Strayer I - Page One - LAW OrrIC[S WIWAM F. MARTSON. P.C. , , ., on such a division and distribution, my Executors shall make such division and distribution. ITEM IV: If I predecease my wife, ELSIE FULTON STRAYER, it being my express desire to give to my wife the maximum amount of my estate that will qualify for the marital deduction as provided by the Federal Estate Tax Laws including any amendments thereto, I give, devise and bequeath unto the FARMERS TRUST CO~~ANY, of Carlisle, Pa., as Trustee, an amount equal to $250,000,00 or fifty per centum (50%) of the value of my adjusted gross estate as determined for Federal Estate Tax purposes, whichever is larger, and free of all taxes, less the aggregate marital deduction allowable for Federal Estate Tax purposes for property or interests therein which pass or have passed to my wife other than under the terms of this provision, the corpus of said Trust to be set aside as provided herein, IN TRUST NEVERTHELESS, for the following uses and purposes: (a) To have, hold, manage, invest and reinvest the same, to collect the income, and to pay over the net income in quarterly installments to my wife, ELSIE FULTON STRAYER, during her lifetime, accounting to her from the date of my death, My said Trustee shall also be authorized, in its discretion, to pay unto, or for, my said wife, so much of the principal as may be necessary for the welfare, comfort or maintenance of my said wife. (b) Upon the death of my wife, during the continued existence of this Trust, my Trustee shall convey and pay over all of the remaining assets, whether corpus or income, to or for the benefit of such person or persons or cor- poration or corporations, or the estate of said wife, in such amounts or proportions, and in such lawful .. :?'j:;:,' ...-- .-~ .' --ii, .....- er:f '0" vL, tJ, '-I 'YCt "'I ~ / Charles B, Strayer / - Page Two - , interests or estates, whether absolutely or in trust, as my wife may have directed, either by instrument filed with the Trustee during her lifetime exercising this Power of Appointment, or by her Last Will and Testament. If the above Power of Appointment is for any reason not validly exercised by my wife in whole or in part during her lifetime or in her Last Will and Testament, then upon her death such portion or all of the principal of this Trust or such interests and estates therein as shall not have been validly appointed by her shall be added to the assets governed by ITEM V of this Will and shall be held, administered and distributed in accordance with the provisions thereof. This Power of Appointment may be exercised by my wife alone and in all events. (c) My Executors shall have authority and discretion to establish this Trust wholly or partly in cash or in kind and to select and designate and to convey, transfer and assign to the Trustee such cash, securities or other assets, including real estate or interest therein which they select to constitute said Trust; and for the purpose of establishing said Trust, any asset in kind distributed to the same shall be valued at the finally established value for Federal Estate Tax purposes; provided, however, that in selecting the cash and assets for distribution in kind to this Trust, my Executors shall give consideration to the changes in value that have occurred between the value that is established for Federal Estate Tax purposes and the value, on the date of selection, of the property which is available for distribution to this Trust; and my Executors shall distribute to this Trust assets, LAwaFrlCts WILUAM F. MARTsoN. P.C. - Page Three - uworrlC:r.s WILLIAM F. MARTSOII, P.C. '- including cash, having an aggregate fair market value fairly representative of the net appreciation or depreciation of all of the property available for distribution to this Trust on the date, or dates, on which such distribution is made. Provided further that in no event shall my Executors distribute to this Trust any asset or proceeds of any asset with respect to which a marital deduction would not be allowed. (d) Notwithstanding anything to the contrary contained in this Will, the Trustee of this Trust shall not retain beyond a reasonable time any property which may at any time be or become unproductive, nor shall it invest in unproductive property, No assets or proceeds of any assets which do not qualify for the marital deduction shall be added to this Trust, (e) If my wife should not survive me, then the provisions of this Item shall be void, and the part of my Estate which would have constituted the foregoing Trust shall become part of my residuary estate disposed of in ITEM V of this my Last Will and Testament, ITEM V: I give, devise and bequeath all of my property, real, personal and mixed, not disposed of in the preceding portions of this Will, to FARMERS TRUST COMPANY, Carlisle, Pa" as Trustee, and I exercise all powers of appointment in favor of said Trustee, IN TRUST NEVERTHELESS, to be held and administered as follows: (a) The Trustee shall pay over all of the net income in quarterly installments to my wife, ELSIE FULTON STRAYER, during her lifetime, My Trustee shall also be authorized in its discretion, to pay unto, or for, my -j7 J rJ'~" >haj'v' (j"),l)'J;-?:'t1. Char es B. Strayer <{/.!- - Page Four - LAW orrlc[S WILLIAM F. MARTSON. P.C. .' said wife so much of the principal as may be necessary for the welfare, comfort or maintenance of my said wife, provided that none of the principal of this Trust shall be so paid or applied unless the principal of the Trust in ITEM IV has been exhausted. (b) Upon the death of my said wife, or upon my.death if she predeceases me, my Trustee shall divide the remaining principal of said Trust into three (3) equal parts and shall distribute such parts as follows: (i) One such part shall be paid and distributed to my son, ROBERT FULTON STRAYER, absolutely, (ii) One such part shall be paid and distributed to my daughter, ELIZABETH S. MASLAND, absolutely, (iii) One such part shall be held by my Trustee for the benefit of my daughter, DOROTHY S. THOMPSON, in accordance with the terms hereof, (aa) From the Trust established for my daughter, DOROTHY S, THOMPSON, the Trustee shall quarterly pay to or for the benefit of my said daughter all of the income and so much of the principal of said Trust as, in the discretion of the Trustee, may be necessary to maintain my daughter in her proper station in life, including proper support, maintenance and medical care, and giving due consideration to the other assets or means of support of my daughter, (bb) Upon the death of my daughter, DOROTHY S. THOMPSON, this Trust shall terminate and the remainder of the principal of said Trust shall be distributed absolutely and in equal amounts, . /'1' ta-tCL ~ /.'" 1i,7'jr-a..~'f~v"'-- !Charles B, Strayer / - Page Five - uwomc[s WILLIAM F. MARTSOH. P.C. , per stirpes, to the issue of my daughter, DOROTHY S. THOMPSON. (c) Should any of my aforesaid children--ROBERT FULTON STRAYER, ELIZABETH S. MAS LAND , and DOROTHY S, THOMPSON--predecease the survivor of myself and my aforesaid wife, my Trustee shall, upon the death of the survivor of myself and my wife, distribute absolutely the share of the deceased child to his or her issue per stirpes then living. ITEM VI: \Vhenever the income from the Trusts established in ITEMS IV and V herein is not sufficient to provide an annual income of at least Twelve Thousand Dollars ($12,000,00) for my wife, the Trustee shall pay to said wife such amounts of principal as will aggregate such amount. Whenever, in the opinion of my Trustee, the income from the Trusts established in ITEMS IV and V herein is not sufficient to provide for the full and proper support and maintenance, including hospital and medical care of my wife, ELSIE FULTON STRAYER, my Trustee may pay to her such portions of the principal of the Trusts as my Trustee may deem proper, Insofar as possible, such payments herein directed to be made shall be made from the principal of the Trust established in ITEM IV, ITEM VII: If at any time, or from time to time, in the judgment of my Trustee it shall be necessary or desirable in order to provide for the proper maintenance, support, medical attention, hospital care or education of any beneficiary of any of the above Trusts established in ITEM V, either as to income or principal, other than my wife, my Trustee may pay to such beneficiary or expend for his or her benefit such portion of the principal of the Trust as my Trustee, in its &tLcto I." @.;4'A:CCI.~i5~- Charles B. Strayer / - Page Six - ... sole discretion, shall deem advisable therefor, Such payments shall be chargeable against the share of principal to which any such beneficiary or his or her issue in the future may be entitled. ITEH VIII: No part of the income or principal of the property held under these Trusts shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary prior to his or her actual receipt thereof, The Trustee shall pay over the net income and the principal to the parties herein designated, as their interests may appear, without regard to any attempted anticipation, pledging or assignment by any beneficiary under these Trusts, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary, ITEM IX: In the settlement of my estate and during the continuance of the foregoing Trusts, my Executors and Trustee shall possess, among others, the following powers: (a) To retain any investments I may have at my death so long as my Executors or Trustee may deem it advisable to my estate or Trusts so to do, including, but not limited to, any stock or investments in Farmers Trust Company, (b) To vary investments, when deemed desirable by my Executors or Trustee, and to invest in such bonds, stocks, notes, real estate mortgages or other securities or in such other property, real or personal, as my Executors or Trustee shall deem wise without being restricted to so-called "legal investments", and without LAWOHICes WILLIAM F. MARTSON. P.C. - Page Seven - LAW ClFflCES WILLIAM F. MARTSOH. P.C. ... being limited by any statute or rule of law regarding investments by fiduciaries, (c) In order to effect a division of the principal of my estate or a Trust or for any other purpose, including any final distribution of any Trust, the Executors or Trustee are authorized to make said divisions or distri- butions of the personalty and realty partly or wholly in kind. If division or distribution is made in kind, said division or distribution shall be made at the fair market value of such property at the time of the division or distribution, Should it appear desirable to partition any real estate, the Executors or Trustee are authorized to make, join in and consummate partitions of lands, voluntarily or involuntarily, including giving of mutual deeds, recognizances, or other obligations, with as wide powers as if they were an individual owner in fee simple, (d) (1) To sell either at public or private sale, upon such terms and conditions as the Executors or Trustee may deem advantageous to the estate or Trusts, any or all real or personal estate or interest therein owned by the estate or Trusts severally or in conjunction with other persons; (2) to consummate said sale or sales by sufficient deeds or other instruments conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or$les; and (3) to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be - Page Eight - '. LAW OffiCes WILLIAM F. MARTSON. P.C. ... necessary or desirable in carrying out any of the powers conferred upon my Executors or Trustee in this paragraph or elsewhere in my Will. (e) To mortgage real estate and to make leases of real estate extending beyond the term of the Trusts hereunder, (f) To borrow money from any party to pay indebtedness of mine or of my estate or Trusts, expenses of administra- tion or inheritance, legacy, estate and other taxes, and to assign and pledge assets of my estate therefor. (g) To pay all costs, taxes, expenses and charges in connection with the administration of a Trust or my estate and to determine how such costs, taxes, expenses and charges shall be treated for Federal tax purposes, (h) In the discretion of my Executors or Trustee, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of a Trust or estate. (i) To assign to and hold in a Trust an undivided portion of any asset, (j) To compromise and settle any claims of or against my estate or any Trust created herein, (k) To do all other acts in their judgment deemed necessary or desirable for the proper and advantageous management, investment and distribution of a Trust or the estate, ITEM X: Any person, other than ELSIE FULTON STRAYER, who shall have died at the same time as Testator, or in a common - Page Nine - " LAW OFrlCU WILUAM F. MARTSON, P.C. .... disaster with him, or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased him. If TestatDr and ELSIE FULTON STRAYER die at the same time, or in a common disaster, or under such circumstances that it is difficult or impossible to determine who died first, Testator shall be deemed to have predeceased ELSIE FULTON STRAYER, Any person (other than Testator) who shall have died at the same time as any then recipient of income orm a common disaster with such beneficiary, or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased such beneficiary, ITEM XI: If at any time any minor child shall be entitled to receive any funds hereunder, the FARMERS TRUST COMPANY, Carlisle, Pa" shall act as guardian of the funds payable to such child, Such guardian may receive and administer all fund authorized by law, and shall have full authority to use such funds in any manner it shall deem advisable for the best interests of such child. Said guardian shall have all the rights and privileges as to the guardianship(s) and its assets as are herein granted to the Trustee and Executors as to the Trusts and my estate and the assets therein. ITEM XII: I nominate, constitute and appoint my wife, ELSIE FULTON STRAYER, and FARMERS TRUST COMPANY, Carlisle, Pa., to be my "Executors," In the event of the death of my wife, ELSIE FULTON STRAYER, or her inability or unwillingness to serve as co-Executor, I nominate, constitute and appoint my son, ROBERT FULTON STRAYER, to be co-Executor, My Executors /11 /~' j/).." L--.'lU"-t LC< ' (Co'). ';Z>Jr<tL Char es B, Strayer "7>L--- - Page Ten - 431. .. , OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ This. ..........., ....,..............2!t.t.h..,................ ............ day of ..,..,.. .....,i:lIlY.e.mb.e.J:......... ......... ....,........ A.D" 19~HL.., Mary C. Lewis before me Riekard E.-And6I'son, Register for the Probate of Wills and granting letters of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came ........,..,.. William F. Martson and Sandra S, EckenrDde ................................................................................................................................................................................ the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of ..,......Char.le.s..,B.....S.t.~ay,er. .,.,.....,....,.,.....,...,.,.......,.....,.,... Dated ...,D.e.t:~mh~X'..,~.O,.,..19.16 late of ...,. ".Carli.sl.e..,BoJ:ough"........, ,...",.. ...,..,...... .....,...,...,..............., Cumberland County Pa., deceased who being duly ..,.......sw.oru....,.............,., according to law, depose and say, that ..,l;h~l1,..w~X'.l\..........,..... present, and saw and heard the testa.l;,ur........,.....,.........., ,.,..Cb.al:l.es...B~,..Stx..a~.e.J:.........................,.... sign, seal, publish, pronounce and declare the said instrument of writing as and for h.ia.......... Testament and Last Will, and at the time of so doing ......,....,..he.....,...,..........,....,....,was of sound and disposing mind memory and understanding, to the best of .......the.ir.........,..,...............knowledge, observa~ion and belief. ;n\~ ~n. /14-:-1, .,.,~v.,~.,...f/....o.J!I,{.~...........,..... ,....~..A;Jd((..(,..,..2.....Llj!;..r.,!./...................., ......,.........Swo=..to............. and subscribed before ,'i!J.&t/", yhc<4!...m............... H:il.. ~ _, ~~ter Mary C. ewis .................................................................................. AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ ........,...." ,g!?l?~:r;,tJ.~J:.t;:,<?n...~~:r;,~y..~.!,...,....,..,..,..,....,..,...,............"......,....,.,. "..",...,......................,being duly ,......,.........~X\2E.~..,....,..,.."..,.. says that as nearly as can be ascertained the said decedent ....................,..,.. ............,., f,he:r;,~~.~...~.:..,~.t;:.!f!y,\':*.. ".. "..,...".....,........,....... ....,.......,. ............"" ,..... .,.,.............,.......... ..,..died on ...............f.X'J,gR-Y.,...............,.. the ......~J.~.!;......,....,.....day of ............,..,Ngy.~ml?gE................... A.D" 19..?R., at or about ..............,......7.~,Q.9.......,.. o'clock, ,EM. ,....,......,.,.S~9.);X\..t;.C).,....,...........and subscribed this .......d..f.,,;li/;;li0...Jr,"':l"'................m.. ........,........?Al;b...,................,.. day of ..~9.X.li!,Wb.li!.h.., 19, .80..., before ~4r-~~"" ~l,,;d................... p.;._1- ~ .Bm, ri;J~ter Mary C. Lewis ~..... . ';:l;'.,y. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} COUNTY OF CUMBERLAND SS: Before me, the Register for the Probate of Wills and J.:rantillJ.: or Letters of Administration ill and for the County of Cumberland, personally came .RgJ?~);.~..,r.\\t~.9.n...l?~);,.kl.Y.~.F...~mL.~~gn~.f?...~.:...~!(l,y'!'H:~Y. , Senior Vice President and Trust Officer, Farmers Trust Company, who, being duly .....f?~R!.n...........,' do .......... depose and say that as.......,...I,';~.E;!.~~.t.O');'J>..,.....,..,....,......,......... of the last Will and Testament of ,..............,......C\}.Gl.d.~~...:a,....~.h);'.(\Y,~;.....................,.....................deceased ,..............th.e}!'. 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, .......sw.arn...to... and subscribed before me. ..........~~~,:,..~.'?:............................. A, D" 19..?oR...... J!if:~:.~....mm....m.... l1ary C. Lewis :"ti 0: :OJ :Ul 0): :Ol Ql :~ ~: :OJ :P u.. p::; ~: 0 CD: ~\ :1I~ I N ~ ~.~. -l 0 ",: 0 lfl~ f' -l Ul: !l:l := N: - .. t:: .. ~ P'l; U: ': "': :>: {J): .6 [iI: 0: riI' z, cO :;a~ .., (\II OJ 00 0 ;21 .., N: Z ... . 0 ~: - U1 " ::rt:: M $ OJ S ... ~ .., 0 .., OJ Ul " - Z f<l c:: ,~ Ol il< r:r.. DECREE B ' 25th November 80 e It remembered that on the ....,...,......,.....,.. day of ,..........,................,....,..........,.." A. D., 19 ........, there was probated and recorded the last Will and Testament of ..~):l.?:);'J.~?..,?.:....?.~.~.~X."',E....................,..........,' I te f Carlisle C de I' d a 0 ......................,..,......,..........,......,......,............,...... umberlan ounty, Pennsy vama, Decease ,Letters Testamentary Farmers Trust Co & Robert Fulton strayer .... ,..............".....,...,....,.........,.,....... were granted to ,..,.....,."....,..............,...,. ...,.........,...........,........,............... ,... Witness my hand and official seal the day and year aforesaid. 9zJ.{U~/} ~($/. /..tiC",} 8. :.lId , Register. \. J'I!"r:o- .._.... ".:1 ...-. .... I . __ ____-:-- :--->_____ _ _ ~:_..;...;;.___:...... .;.........;...-=--_:.:--__w_.:::..._ 1 .__..... -- ~-- ~~ ---- -~ ---..---.. ~- --.. I l#. R"" ".... , 1 ~:\'// .....'.... . COMMONWEALTH OF PENNSYLVANIA I 4 NOiK000491 , . . DEPARTMENT OF. REVENUE : ,'i'",,' OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX , I';' .'. '" . 'II /I = !I! IL TAX AT 6% TAX AT 15% ., RECEIVED , FROM /, rarMra Trust COIIIpany TAXAT_% P.O. BoX 220 Car11a1e, Pa. 17013 .--esTATEINFCiRMATiffii"-.-NOV.- 21~--1980- DATE OF DEATH ESTATE TAX ADDRESS 42,105.00 TOTAL TAX CREDIT 21-80-742 2,105.00 FILE NUMBER LESS DISCOUNT PLUS % INTEREST IFROM TO_1 DATE OF PAYMENT February 11, 1981 CHARLES B. STRAYSR Cwaber1and 40,000.00 NAME OF DECEDENT m m TOTAL AMOUNT PAID COUNTY ------------------------------------------ POSTMARK DATE =MARKS. -PAID ON ACCOUNT- SEAL RECEIVED BY .///hd (~~J;;L/,-(.d ! Muly ~N"ti . Ri'qiater of Wills I REGISTER OF WILLS REV-4..4 EX+ tHO) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) Estate Nome ?1-Ro....o:[u? Charles B. Strayer E] Original o Supplemental o Remainder File Number Dote of Death November 21, 1980 Social Security Number 172-?4-82l? REPORT OF INHERITANCE TAX APPRAISER I, tho und.rslgnod duly appointed Inheritance Tax Appraiser In and far the County of CU~hp.r~ R~c1 Pennsylvania, do respectfully report that I have appraised the real and personal property as reparte In t e oregalng return at the values let forth oPPollte each item in the last column to the right in Schedules HA", 118", "C", and teE" Dated, Seotember ?<;, 1981 ~;g;~- INHE TANCE TAX APPR SER CODE ADJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VALUE AS APPRAISED (HARRISBURG USE ONLY) Roal Property (Schedulo A) S None 00+ 92+ Perianal Property (Schedule B) 10+ Jolnl.Hold Proportt (Schodulo E) 2lH Tron.fe,. (Schedule C) 30+ TOTAL GROSS ASSETS less Debts and Deduc:tlon. 40- 93- (SCH EDU L E F) CLEAR VALUE OF ESTATE o Life Estate mE FACTOR PRINCIPLE VALUE CODE o Annully \ FOR USE OF REGISTER ONL V CODE COMPUTATION OF TAX Tax on $ 6% $ Tax on $ 15% $ T ax on $ S Tax on $ $ Tax on $ $ Exemptions Total Estate TOT AL TAX $ INTEREST FROM TO $ BALANCE $ Less Credits DATE OF PAYMENT AMDUNT PAID DISCOUNT INTEREST T AX CREDIT S + $ S = $ + = BALANCE S INTEREST FRDM TO S BALANCE DUE S PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION I. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 provides 1I1atllle lollowing Ilelsons shallllrepale and file a return: a. The pelsonal representative of the estate 01 the decedent as to ploperty 01 the decedent administered by him and such additional property which is or may be suhiect to Inheritance Tax 01 which lIe/slle shall have or acqui re knowl edge; b. The transferee of properly uponlhe transfer 01 which Inheritance Tax is or may be imposed by the 1961 Slatule, including a truslee of properly transferred in \lusl, provided thai no separate return need he made by the transferee of property included in the return of a personal representative. 2. PLACE FOR FILING The return is to be filed in duplicale with the Register of Wills of the county wherein the decedent resided. 3. TIME FOR FILING The return is due nine monUls after the decedent's death, unless an extension tor filing has been applied for and granted by the Secrelary of Revenue within Ule nine.month period. 4. FAILURE TO FILE RETURN Section 791 of the 1961 Statute provides that" . , .any person who willfully fails to file a return or other report required of him. , .shall be personally liable. . .to a penal ty of 25% of the lax ultimately found to be due or SI,OOO 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 translers to lineal descendanls, such as faUler, mother, husband, wife, son, daughter, grandchildren, grandparent, son.in-Iaw and daughter-in-law and at the rate of 15% as to all olhers. 6. PAYMENT OF TAX The tax assessed on the transfer of property reported in the return is due9 monU,s 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 PAlO 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 the Register of Wills of the county wherein the decedent resided and are received subject to the final determination of the Department of Revenue. 7. FAILURE TO PAY The taxes imposed, together with any interest thereon, are d lien upon real property, which lien remains in effect until the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's estate or against any property belonging to a transferee liable for the tax. 8. FILlNGOF FALSE RETURN Any person who willfully makes a false return or report reqoired of him shall, in accordance with Section 793 of the 1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonmenlnot exceeding one year or both, I REV451 EX+ (J.SO)" :. '.' I COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE , TRANSFER INHERITANCE TAX I RESIDENT DECEDENT I i I Estate of Charles B. Strayer SCHEDULE "B" PERSONAL PROPERTY ~.':- ~ (Instructions on Reverse Side) ESTIMATED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO. VALUE VALUE (OFFICIAL USE ONL Yi 1. 1966 Cadillac 200.00 2. 1315 shs. American Telephone & Telegraph 47.1875 62,051.56 3. 2400 shs. Atlantic Richfield 71.00 170,400.00 4. Dividend on item 8 of $.475 per share, payable 12/15/80 to holders of record 11/7/80 1,140.00 5. 200 shs. Borg-Warner Corp. 43.25 8,650.00 6. 5000 shs. Carlisle Corp. 77. 25 386,250.00 7. Dividend on item 6 of $.28 per share, payable 12/1/80 to holders of record 11/17/80 1,400.00 8. 40 shs. Commonwealth NationaJ. Bank 26.25 1,050.00 9. 144 shs. Dauphin Deposit Bank 30.00 4,320.00 10. 200 shs. Duquesne Light Co, 12.50 2,500.00 11. 800 shs. Exxon Corp. 87.9375 70,350.00 12. Dividend on item 11 of $1.50 per share, payable 12/10/80 to holders of record 11/12/80 1,200.00 13. 6000 shs. Farmers Trust Company 26.00 156,000.00 14. 100 shs. F.M.C. Corp., 2.25 pfd. 37.125 3,712.50 15. 200 shs. General Electric Company 62.4375 12,487.50 16. 500 shs. General Foods Corp. 29.50 14,750.00 17. Dividend on item 16 of $.55 per share, payable 12/5/80 to holders of record 11/17/80 275.00 18. 200 shs. General Motors Corp. 45.3125 9,062.50 19. Dividend on item 18 of $.60 per share, payable 12/10/80 to holders of record 11/13/80 120.00 20. 100 shs. Hershey Foods Corp. 23. 50 2,350.00 21. 200 shs. International Harvester 28.625 5,725.00 22. 100 shs. International Telephone and Telegraph 31.9375 3,193.75 23. 250 shs. Lone Star Industries 36.1875 9,046.88 24. 1500 shs. C.H. Masland & Sons, Inc. 5.375 8,062.50 25. $25,000 par Commonwealth of Pennsyl.vania T.A.N. 7.5496 due 6/15/81 99.209 24,802.25 26. Interest to date of death on item 25 816.83 27- $5,000 par Cumberl.and VaJ.ley Joint School Authori 6% due 10/15/83 67.625 3,381.25 28. Interest to date of death on item 27 30.00 29. $10,000 par DaJ.lastown Area School Authority 5.3 due 7/15/90 69.625 6,962.50 3D. Interest to date of death on item 29 187.25 31. $20,000 par Ephrata Union School Authority 5.6% due 3/15/87 79.75 15,950.00 32. Interest to date of death on item 31 205.33 33. $40,000 par Pennsylvania Housing Finance Agency 5.7596 due 7/1/83 92.125 36,850.00 34. Interest to date of death on item 33 900.83 TOTAL THIS PAGE 1 024.!l~1.~)_ . ';' 5' ~ 'I ' 'l " ~~. ,;2 ,.. ,-:I .. .. ... -'-.-----;;Iff REV0451 EX+ (3.80) CDMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "6" PERSONALPROPERTV *' (lnstructlom on Reverse Side) ESTIMATED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO. VALUE VALUE (OFFICIAL USE ONL YI I \ 35. $20,000 par South Middleton School District Auth. 5.625% due 12/15/93 66.50 13,300.00 \ 36. Interest to date of death on item 35 ~% 4B7.50 I 37. $10,000 par West Shore School District Auth., 7.12 i due 6/1/95 79.50 7,950.00 \ 38. Interest to date of death on item 37 336.47 , 39. 37,200 par Certificate of Deposit, Farmers Trust i Company due 12/3/B1 37,200.00 ; 40. Interest to date of death on item 39 239.41 i 41. $50,000 par u.s. Treasury Bond 4.25% due B/15/92 41,437.50 i 42. Interest to date of death on item 41 566.67 ! 43. Cash 1B6.Bo I 44. Income cash, Farmers Trust Company, Attorney-in-Fa t for Charles B. Strayer 3,B76.B9 I 45. Balance Checking Account, CBS Associates 2B7.91 \ 46. Balance Checking Account #4-4041 B 2,170.20 I 47. American Express Travelers Checks 900.00 48. Refunds, Medicare 16.50 49. Refund, Pennsylvania Blue Shield 2.00 50. Refund, Dept. of Motor Vehicles 10.00 51. B shs. Mary MacIntosh Service, Inc. (Worthless) .00 I I 1 i TOTAL THIS PAGE 10B,967.B5 /0'1, 'It 7 ~.{' A1b Charles B. Strayer .. " . ~ ~ : ~ :! ~ ~ ~ ~ ~ 0 ;; ~ ~ . . " .. ~ 0 ;:; - N ~ N ~ N N N N ~ ... 0 C> <=> -=,0 0 0 0 e- il;',=,C'\c-. e- e- e- 00000 CIlCOC) C> C> 0 :-,,0 0 0 0 l'. ...... "'. " ,..." "- "- "- 000=0 QCOQ ... Z . . . . . . ' . . I . . .. "' U C> ~ 0 "" '" " ",,,,,,, '" ,.., '" C> 0 0 00 C> C> " Z C> '=' ., 0 0> .. ;- ",,,,e- .... .... .... C> C> 0 0 C> C> \ ~ . '" ,- ". N .. 0 CO ."",CO e- e- e- C> 0 0 0 C> C> ~ ~ 0 , ......,'" '" ... CD II> . " .... 0 .... '" 0 0 e- ll> r- .. N u. '" CD CD .... ."...'" .. '" '" CO CO CD CO CD H .. .... ... ... .. Ul 0 l>. 0 W e. 0 ... .. C> .- C> 0 .. ." C) 0 0 0 0 C> C> '" ~ C> <: c 0 0 "- C> C> 0) C> 0 0 '" c Lc ,,< . . . . .. . Cl <, ~ C> " '" '" "" ,.., '" 0 0 0) 00 '" C> U C> - C> CD ... C> 0) C 0 00 ." C UJ ! 0 ". '" e- '", C> 0 '=' 0 00 C> 0 >- C> " l'. ... 0> "" 0 '" ...... II> II> <~ N ,.. I "" ... ., .. '" CO ....... 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LrJ 0 Ul -- \ ~b~(c'Dl~QUIRIES\ FAIlMERS U~p ~O ~ 1 UEST HI~H 8 X 220 (ARLISl PA 170\3 717-2~3-J2: Z STATE"'H'DAnl I ~ I hmO~'RTES 001 ACCOUNT HUMH" ~ UAl"U~ ST t2l22/80 I I'C05~~ I ftRlISLE PA \7013 \ raTlliPOSlIU alHlR tAla I ~'l.J!1 .--- ~M:t.~ III.lItl POl\lOUl I1m..11 TOTAl ~cr.s' O1"[K [UfTS ~M f>RELEflT IALANCE ._ .'1(. ~I . 00 I 0 Ul ~I I . DO I .00 . .-.- CHECkS AHO OTHI" DEIITS. LISTED IN HUME"K;Al ()ROt." ~~IIS/OC"OUU' IU,ANCI . lISTED IU DATE OflO(A _NO AMOUNT Of ,AIO NO "'MOUNT or PAlO ClPO".n5 ..... Clltfa tJHOIlS OAT! QIoU.HCI ill. ~I IU1~ . l~m W:~b UM - . o. I i _\ Ii HIL"UL CHlCIUIOOK IAlANCwG fOPl" AHO EX'LAHATIOH Of IV..eo..I AlII 'AOViO(D ON THI fIlIVl"" aU ~ ~~ "11"'~~"!..i <t .; .";, .,,,,"l \ .r;.........-:::'" -4~'..;':' , .:.v- I , . \ .. . . , , \ , .' ~ I ~ I ~ ':. 'f1! .. ~ II I r, ,,_ I'.. ., '; I.' ~ ~ , 't.. , I ~ ..' ,'.; \.. ... p'~ ' '.. :.t ., , .....," ill~" " .. ,. '..j" -rl. . 'I\'e, , '. .. ,'. .,,;. ',.1.1 (11'\'" ....(.; ..., ~'I '''lid (.1'; :".'. -' {\1 e, o.~ ' "\' .s 01 ~ \ I . . ,. on :' I I ~ )0 I 1 ..,.. \ :~ ~o 'I 1 I" " 00 II I 1 J ~ 00 II , 0 ; : O~ 1 I I' ;1 )l : ~ 1 . ; i) ..:! 00 " \ ;1) i ;9 00 'I I .;. \ , \ 00 I' , ; . .s s 00 1\ I ' :: 14 ~. 00 \ , ; '.. HO 00 h , ': .. IBO 00 I' , .': 14 " DO 1 ;~ ]7 I' " I' I . ; ~ .0 00 I' I :b 29 00 1\ . .01 . J: 00 ~ 1 Z '0' Z? ~O 1\ =:.. 0:: \ 00 I' : '0 B 10D co ,\ : /1 I A"! I fl' . 101 ('I'1,'(H 11..,. ..... " ' ;.,.' '.' \, "i: I', \ :~".i' i\ ....,{.; " ~ . 1 I, i I I: II ,\ ,I II 01 i\ II I: " il Ii I' [. 1....llJl ~l i. \ L.':: I)AI-f\' - "A-((OlJ~~l-;;-UBlRJ- 1 .- --. -- .-.-- - .::r, ,"-" ..,0.. l ~ ~ -_.~,_._-'-- ,--- ------- 'i'\"-.' . C' ""..n.'i.l~,t Pfl\'JlNT RALANe[ I: !fw~ .. ''" I 6._ ,JI; \ ~b! -;'l' ~- - ~ . , III ();l~ DI PO,:.11S ~ BALANC[ \ISH.O IN DAtE ~O(H "\"Oo;~Tc'iGlliFtlL - .;''';::~ ~ J 1\1!IJ 2.~'3 ~J \1/1~ 2.J~S ~J \1/17 2.J23 ~: II/\? :. 2~9 ~J ,,--In 2.\98 20 , I. :. \ ~. , ., f') ,., ,,/:~ \.~;"7 20 \l/2~ t,~08 Ob \1'2b ,.'~8 Ob 1211 1..~8 ~b t:'a~ ,. ]10 ~tl .12/0! I. lbB ~b \21\\ 12b8~b " il " I, _L..j- ',"." ;.\c'~ ,dJ.P:~c; ,trH ~p"'v'~)fDO""I~( A(YfP~('~ QUESTIONS CONCERNING PROPERTV TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part 01 his estate without receiving valuable and adequate consideration? (Answer "Ves" or "No".) No 2. Did decedent, within two years 01 death, transfer property from himself! herself to himself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) -1ilL. 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 certi ficate, c, Affidavit by the attending physician indicating the state of decedent's health at time of transfer, d. All other information supporting nontaxability 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 aller his/her death? (Answer "Ves" or "No".) No 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 "Ves" or "No".) b, What was the transferee's age at time of decedent's death? 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Ves" or "No".) .JIll- b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Ves" or "No".) No 6, If the answer to five b. above is "Ves," state whether the right was reserved in decedent alone or others. 7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Ves" or "No".) Nn 8. Did decedent, at any time, transfer property, the b61eficial enjoyment of which was subject to change, because of a reserved power to al ter, amend, or revoke, or whi ch could revert 10 decedent under terms of transfer or by operation of law? (Answer "Ves" or "No".) No 9. If the answer to eight above is "Ves," was the power to alter, amend or revoke the interest of the beneficiary reser/ed in the decedent alone or the decedent and others? (Answer "Ves" or "No".) REV04S3 EX+ (3.80) : COMMONWEALTH OF.PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEOENT SCHEDULE "D" BENEFICIARIES '* (Instructions on Reverse Side) Estate of Charles B. Strayer BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DECEDENT DAlE OF BIRTH INTEREST OF BENEFICIARY ea nishin s etc. F ers Trust Com an Trustee Souse Yes Box 220 1 West Hi Street ad 'usted Carlisle PA 1 01 oss estate to Mari taJ. Deducti n Trust for Souse. S ouse ven wer fa Fanners Trust Com Trustee Souse then Yes Residue in Trust. children Life Estate in spouse remainder to children The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH INSTRUCTIONS FOR SCHEDULE "0" 1. List full names and addresses of all WhD have an interest in the estate either vested, contingent or other interest. 2, I ndicate the beneficiary's relationship to the decedent. Specify if stepchildren or illegitimate children are involved. 3. Indicate "Ves" or "No" if the beneficiary survived the decedent. 4. Indicate the date of birth of the beneficiary if the interest is a life interest, term certain interest or a future interest. 5. Indicate the interest of the beneficiary in the decedent's estate. For example: Specific bequests of a diamond ring. savings bonds or cash of $5,000; bequest of 25% of residue; remainder interest; etc. 6. At the bottom of Schedule "D" state those beneficiaries who are not living at the time the return is being filed and include date of death. REV.454 (1.801 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTL Y OWNED PROPERTY ~~.":. ~ (Instructions 011 Roverse Sida) Estate of Charles B. Strayer p TOTAL E VALUE OF DEPARTMENT ITEM R DESCRIPTION MARKET <i DECEDENT'S VALUATION NO. VALUE N INTEREST IOfficial Use Only} T 1. House and lot located at 384 Walnut Street, Carlisle, PA 17013 ~9,500.00 Assessed at $10,450 .00 2. Furni ture and household contents (see ap- praisal) 13,173.00 .00 3. Certificate of Deposit, Farmers Trust Company #14618 dated 8/30/77 due 8/30/81, 7.25% 30,000.00 .00 4. Certificate of Deposit, Farmers Trust Company #14619 dated 8/30/77 due 8/30/81, 7.25% ;30,000.00 .00 5. Certificate of Deposit, Farmers Trust Company #14620 dated 8/30/77 due 8/30/81, 7.25% ~O,OOO.OO .00 6. Certificate of Deposit, Farmers Trust Company #24091 due 3/13/81, 10.484% 1-12,983.00 .00 7. Interest to date of death on item 3 1,492.31 .00 8. Interest to date of death on item 4 1,522.51 .00 9. Interest to date of death on item 5 1,540.63 .00 10. Interest to date of death on item 6 913.79 .00 Items 1 through 10 owned as Joint Tenants by the Entireties with Mrs. Elsie F. Strayer, the decedant's spouse. I , , - TOTAL THIS PAGE .00 /1'-'C-?,J . .413 \ 1 \ I I I INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal, owned by the decedent jointly with another party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be included. List real estate first, 1. Describe all real property as indicated in the instructions for Schedule "A". Describe all personal property as indicated in the instructions for Schedule "B". Include the name, address and relation$l1ip to the decedent of the co-owner (sl and the date the joint ownership was established. 2. Indicate the total market value 01 the jointly owned property. 3. Indicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. c '" u n > r:1 ;I- :; z > 0 0 " tIl " - Cl n c u -l Z ?' Z t"' r:1 r:1 7: Z > 9 - 9 t"' ;;:l Z z Z r:1 -l r:1 -l 9 -l -< r:1 - 0 tIl tIl Z 0 tIl 0 -l 9 ." ." :x: ~ I ~ 0 I ." , 0 ." \ - , z Q .' > ,. ~. .. , l.. .., t"' C:\ ~. :i'~: c: ...... tIl (.~ . - ;:;-...' .. r:1 Lo.JL,! ~ n_' or- - ,'::ir.:: 0 a:;t.'.l ~ .C<> Z o(.~ :::::~." t"' '-"w 0:5 ~'" - ~u -< -< -< <Xl ~ . w r:1 tT1 ;I- > ;;:l '" , PHONE 789'341S l'eiO~LnE, SALE .SERV.ICE' w. DEAN SHULL REAL EST A TE BROKER & AUCTlONE ER P~.:.' 'C~,,' i R .D.l. I,ANDIS~URG. ~P"". 17040 n-.C"~;~ -.. '., I . I .-I....;r 0:' :,lrr:'" __r"l \ l, J........ ..t.' PC~8o:~::1 J.....,.O Ch..........lc~........ ~.!........C \.00._ "-' ,.J......t:J,1...-..1 ..llt. ~1.i.~-~ \.'ic1.o',: EJ.::io ':.,'. :) ::-:...~:' Sun l'oreh: '.~ 1 ';'r'our-ht j .'011 ."O"C;' .,' ' ______ _____________ ------ -----------...'. . ',')0. 00 .. <.:r" . , ....... . ... . ~ ~ ;;. Il"t)ll stall(l---------------------.-----------.----------------..- 15.00 ;). :.1].0'..:0::''' :Jt8.nCi _____ __ ____________ _______________.___..~.__ -------- 1 () .00 4. Earil1c ::;to01--------------..-------.-. ---..-.--..-- .-,--,. ------- 1 :;.00 5. ?,;:;8S floo:' :i_i(: o~-_-----..----- .____..________.___ ---------.---- 1';.00 G. ;; J.hrO\.' rur.:J--------..-------------.....----------------------.--- 1 ?:; .00 7. 2 ?icturc::;-------------------------------.- .--------------.-----..- 10.00 Living ~oo: 1: 1. '.:ind::.o:~ c11~..j.~:_..-------------..--- _____u____ -- .-,-.-- --- ------- ~. S-;;a"'rl~--------------------.~---- ----.-----..-..- --:.:.------------- ;;. I.azjrboy rc cli:~c...--.---------- - -- ...-------- - -.:-----.------------ 4. 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Zenith co10= t:v.------------------------------------------- 10. Grce:l ::rtn:='l\:d c:~ .':i_:,' :~~c'-,J.---------..-----..----------------- 19. IlOlU:cl st,".:1f: '::it.>. i)~l' 'e ~.~:.' .:: . J,'._______ ------.~------------- 20. '2ab1c li{':l..!.;-------------------------------' ,--..--- ---.,------- 21. :.:i7.':~o~~ ,~ st2..:;.(l.--.~------------------------ ---..-------------- 22. ~oo:~ .:ivi-0~---------------..-------------.----.---..--..----..----- .~\o t~'.l 3'.,.00 )~:. r~,o 85.00 95.00 Ii-5.00 1 ~i . 00 70.00 15.00 20.00 3:::.00 500.00 GO.OO 20.00 :-~(;. 00 5'i or. -. ~ 30.00 15C.00 )~) .no 7'3.00 1:,.00 55.00 :c5.00 ..20,,0.00 .SERVIC~ w. DEAN SHULL REAL ESTATE BROKER & AUCTIONEER l-:~:'1; j:'~ R.D.I. LANDISBURG. PA. 17040 Dinini, Roon: 1. 2. ,. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 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CIO 1 ':..00 2.:10 1::;.00 :::;.00 .,; 11 (~,'3. 0:) PHONE 789.341S W. DEAN SHULL REAL ESTATE BROKER & AUCTIONEER R.D.I. LANDISBURG. PA. 17040 Jockey :!itchin~. l'o~.~-----------" -.. ----------- --- --.- --.---------'.: 1963 R~mbler--------------------------------------------------- 65.00 17:;.00 1966 Cadill~c-------------------------------------------------__-1]0.00 To ";ccl ::1')0.00 11<:8.00 1950.50 1221.50 6:;:'3.00 2090..,0 .1;;-;"17,:00 ,. -' : 1;- (~ :::"_"~ .. '::Y,"': " :i?'"' . Jff({)~ R EII-4!!7 EX+ C7-80) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INH ERIT ANCE TAX RESIDENT DECEDENT ~.~.-.~Gt.. ". . .,~... , :..,' .~.. . " "'. . .__,.1 - ~._.. ~" "K . ". '. "'..L............."';."I:~.... ,~.., '~...,-...~ . INHERITANCE TAX APPRAISEMENT QORIGINAL o SUPPLEMENTAL Estate of File No. 21-80-0742 r.h~r' P..c:I R~ Rtr'::lyer Co un ty Cumberland Dote of Death Jovember 21, 1QRO In the event that anr 'lI'u,o in'erest in this estalo Is transferred In possession or cnloyment to colloteral heirs of the decadent after tho expiration of any estate for life or 10' years, the Cammonwcalth hercby expressly rcservos the right to appraise and aness trans(.,r Inherltancc taxes at thc lawful collatcral rate on any such futu,o Intorcst. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH ASSET SUMMARY DEPARTMENT'S APPRAISED VALUE Total Real Property _ SCH. "A" . . . . .. $. Total Personal Property - SCH. "B". . . . $ Total Jointly Owned Properly - SCH. "E" $ Total Transfers - sCH, "C". , ,.. . . .. $ Nnnp Unreported $ 1, nl,l"1.?R Unreported $ None Unreported $ Nonp Unreported $ $ -NQpe $ $ $ $ 1,113,3"1.?R None None LIFE ESTATE DANNUITY TOT AL GROSS ASSETS DREMAINDER 1,133,351.28 TOTAL VALUE $ I do hereby certify that the above appraisement is mode in conformity with Pennsylvania low and has been filed this day with the Register of Wills. ~() k -.--2.--V--vL.Y~AA~.....,}-- September 21). 1981 I- A;:;~~- DATE ~ ~ ~ ~ ;z; ~ ~ 0 >- >- ~ '0 rJl '" ;:l nl ..J .-i r.. ~ '" < Q) ~ - .0 U ;z; E - 0 ::> ~ - U ~ ~ 0 ~ 0 ~ ~ ~ .... 0 rJl 0 ;Z; 0 rJl ~ tIl >- .... 0 - ~ .... ~ Z Z ;Z; ~ ~ ~ ..J 0 - 0 Z ~ ~ ..J Z ::;: Z .... Cl ;:l u C.:l Z - ~ tIl ~ 8 0 < ::l ~ ~ Cl 0.. HEV.455 EX.. IJ.IH)) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS ----.- -"~---,-=-,=-,';;:+:";:'::"";:;":...-".- - -"~.'":.:=-:...~~-~._--_.,..--,.--....:. Estate of Charles B. Strayer Date of Death Nov. 21, 198Q:ile No. 21-80-742 ------ - WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOllOWING: Claimant Elsie F. Strayer Relationship to Deep-dent __Wife Claimant's Address 384 Walnut Street. Carlisle. PA 17011 NAME OF PAYEE REMARKS AMOUNT Elsie F, Strayer Register of Wills 1 ~:~lY exem ti n Lette~R TARt~m/=lnt.:~:I'l"'Y ~ ~hn,...t f"'!f'+a I vel"ti Ri"€, r,Att Advertisin Balanc du T Robbins Flowers Balance due ....c.a.r.e of Mre H r Apprai B"l fA gJe.aves, eta. eping ~nn ~~-r-a.....o ~""/=I f'n1" M.,..Q ~~ nwerR F10WAT"R B _aruLc.a.reJlf Ml"R. S:t~ ~~~ ~ R = =~ ~"..,'" ", ~~:,o~::;:.r! 9.::i 1 hereby certify that to the best of illY knowledge and belief the foregoing is a just and true statement of debts. funeral expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes. ~, ~n~A dllA SI(~N^Tum: or ATTOIINr:YtFIOUCIAH.... DATE OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S AT PERCENT. I~EGI5'-EH OF WII_LS. 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 $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spDuse. 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. '- "" 0 n > m ~ ~ > 0 0 0 '" z Cl n c: 0 :;! z ::: z t'" ." t'1 ;>; Z ;;;l 9 ~ 9 t'" Z Z r:1 -l t'1 -l Z 9 9 -l 0<: C/l m ~ Z 0 C/l 0 ~ 0 ." ." ;0 ~ ~ 0 z o 'fl 'fl ?i 5= roo c: C/l t'1 o Z :( ~ 0<:. t'1 > '" 0<: t'1 > '" 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. 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 grove 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. The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws. c "" v (") > m > ~ .> 0 0 v en 0 Z C'l (") C v -l Z :::: Z t"' - > 9 9 t"' .., m ;or: z ;::; Z z z m -' 1'1 -l 9 -l -< 1'1 - 9 en en Z 0 en 0 -l 9 ":1 ":1 ;::; ~ ~ 0 '-r:I 0 '-r:I Z ?i - >- t"" C m 0 Z t"" -< -< -< m tT1 ~ >- > ;:<:l ;::; 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 collimn 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. GENERAL INHERITANCE TAX INFORMATIO~ 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 lor the debts being claimed should be attached to this schedule. A family exemption of 52,000 may be claimed by a spouse 01 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 01 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 "C " n > trl > =s > 0 0 " <J> 0 Z C') () c: " ..., z ::: z t'" :-=1 > ~ ~ t'" t" ;0; Z " - z z t'1 .., trl ..., Z P ~ -: -< <J> trl ~ Z 0 <J> 0 0 ~ ":1 " ~ ~ 0 ~) 'Tl 0 'Tl - ~. Z C"l - c.. , > -. t'"' .'- ~' r-. .~ ::.; c: -.- ~,. C\' ~ ::....c III t.,..) ,- :~~ trl c.v" 0 (.Cl".') c;: O<::J . -'" Z Uw -...."'-- :;; ~'" ~ [,'::5 1X' ~u -< - > " " 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. ,-, 05 ...r- ",'" :)1-'\ N ...,~ ., eo ~ ' ,;0 , ~~ .'" '" I .':J N :. .'1 -- . '1 -c ~: -:; ~ ';i " C " ;: .; .~ ~ - " ~ -;:; ~ E a ::> C " ~ .~ 'tl ci c :i ::l '" OJ 2- - ... 0 ... ,J:: <J 0 :;:: 'tl 'J> c.. ~ u ~ Q) Eo< 0 ~ :-~ ~ "' ~ -0: j:lf<! B '" ::l '-' 1; " ::l H 0-1 -5 -'" " ~ .~ ,.g ::: .", '" "== > S .", {:;l '" ~ .' ~ ~ $ . ~ j:l ~H 0 00 .~ - ~ S - ::l ..,0 f<! f<!0-1 ~ 00 '" '0 ;i .. ~ "C ""~ C "' '-' < '" ~e:j~j:l6 '" .... '" 0 ~ '" :-. 0 '" 0 I<<m .... "-' <, " ~ ]~ :E z '" U :i! 0 . .~ '5 'tl +. '" " <J < ~6 0~6 Eo< Eo< . '" c:: ;:; " :1 ;. ;: -" <.- Cl > "' or. c: ;. " .- " "'I<<~ . .... " Q v;, o 0 ,5 -! . " 'tl - " "' ~ ;; ZCl 0<'1 0-1.::> t!)o~~ > ~ u 0 " v, oj 0 '" 0 \~~ z": f<!~ ",~H ",p-O: 0 ~ .e \; 0 :- 0 ,., :::J j:l f<!0 OEo< :z; ... .a ~ u .. C0 '" " % - - x ct: s!i: :z;~ ~p,:~o", ;: " " .5 u ..)! o E-l 0 <!l ~ VI " c:- o ~ f<< I- w~ j:lH ~o~'" ",:Z;Eo<i20 ~ :z; d: u g " 0 ~ ~ .. u U " ,., " ~I iil:z f<!j:l u...::r H cnO H -" 'iJ .r: <J '" ::> '" ES o or-Of<!I<<;i!Eo< 0-1 .- C !II .c 2 Ch :i. 0j:l0 I is ~ ~ H ~ .3 '.' ,., . 8 w :-. EO .~ '" ~ 01<< j:lEo< I<< :-;: >- "" .~ ':'j ~ :E II: I<< . 000 ~ .. ~ 2 ,.. ~~ u < c:; c c os'" I I'-< gj I<< I<< ... '~ .~ - v, ~ <J ~.-lf<!0 Eo< 0 0 OJ 2 ~ u ... " , ~ E-lf<! "'!;J E-l~~ u u " -~ :- ::> ,., ~ f<! f<! .::; .s u " " - ::s ~~li! 'E-l~gj l:l ~ ::l ,.) :Q !;J !;J - - .~l 3 :> .. o 0 en H 0 :J ~J " :; ~ <; ---.) uuo:Z;f<!o-1f<<l<<<i: j:l j:l D ,.. .:!l .. j ~ - .. .~! ::; . , COMPOSITION OF NET BALANCES PRINCIPAL 1000 shs. American Telephone & Telegraph Co. 1000 shs. Atlantic Richfield Co. 1400 shs. Borg Warner Corp. 1500 shs. Carlisle Corp. 1500 shs. Exxon Corp, 2000 shs. Farmers Trust Co. 1000 shs. General Electric Co. 2500 shs. Houston Industries 900 shs. IBM Corp. 600 shs. Merck & Co. 1000 shs. Panhandle Eastern Corp. 800 shs. Union Pacific Corp. 50M par Allegheny County PA Hosp, Dev. Auth. 9.75% 2/1/86 5M par Cumberland Valley Jt. Sch. Auth. 6% 10/15/93 10M par Dal1astown Area Schoal Auth. 5.35% 7/15/90 50M par East Pennsboro Twp. 8.90% 1982 20M par Ephrata Union School Auth. 5.60% 3/15/87 40M par Pa. Hsg. Finance Agency 5.75% 7/1/83 20M par South Middleton School Dist. 5.625% 12/15/93 10M par West Shore School Dist. Auth. 7.125% 6/1/95 Cash 47,187.50 71,000,00 33,792.50 57,937.50 65,953.12 52,000.00 60,815.50 49,462.50 50,102.66 54,747.97 39,310.00 49,971. 44 50,000.00 3,381. 25 6,962.50 50,000.00 15,950.00 36,850.00 13,300.00 7,950.00 50.089.05 g=~gg'!'Zg~,;,~2 INCOME Cash g==~~'!'~~~,;,H PRINCIPAL RECEIPTS Inven tory Filed Per Copy of Inventory Attached 1,133,351.28 Subsequent Receipts 11/10/81 Refund, Keystone Insurance Co. 32.00 Total Principal Receipts u,!,~~~,!,~~~,;,~~ 2 ,,-,. ..,; '"'\-i ()t"3 '~"'. _L~)_~_ P~GE 0;'::. PRINCIPAL CONVERSIONS INTO CASH 12/23/80 Gain ~ 1000 shs. Carlisle Corp. Proceeds 69,516.71 Inventoried at 77,250.00 7,733.29 12/23/80 1500 shs. C.H. Hasland & Sons Proceeds 6,772.50 Inventoried at 8.062.50 1,290.00 3/6/81 200 shs. International Harves tor Co. Proceeds 3,589.95 Inventoried at 5.725.00 .1 2,135.05 3/12/81 310 shs. Farmers Trust Co. Proceeds 9,300.00 I I Inventoried at 8,060.00 I i 1,240.00 \ 4/16/81 1000 shs. Carlis1e ~ Corp. Proceeds 99,375.04 Inventoried at 77,250.00 22,125.04 4/27/81 1966 Cadillac Proceeds 200.00 Inventoried at 200 . 00 6/18/81 25H par Commanwealth of PA T.A.N. 7.54% 6/15/81 Proceeds 25,000.00 Inventoried at 24.802.25 197.75 7/14/81 2690 shs. Farmers Trust Co. Proceeds 78,010.00 Inventoried at 69 ,940.00 8,070.00 7/31/81 315 shs. American Telephone & Telegraph Co. Proceeds 17,229.91 Inventoried at 14.864.06 2,365.85 3 ! .,~~ .., '-"1 "...".. G.-.-i . ..l.u_ ...I,~ v':." 7/31/81 1400 shs. Atlantic Richfield Co. Proceeds 68.324.70 Inventoried at 99,400.00 31,075.30 7/31/81 40 shs. Commonwealth National Bank Proceeds 857.25 Inventoried at 1,050.00 192.75 7/31/81 144 shs. Dauphin Deposit Corp. Proceeds 5,184.00 Inventoried at 4,320.00 864.00 7/31/81 200 shs. Duquesne Light Co. Proceeds 2.430.91 Inventoried at 2 , 500 . 00 69.09 7/31/81 100 shs. Exxon Corp. Proceeds 3.471.38 Inventoried at 4 .396.88 925.50 7/31/81 100 shs. FMC $2.25 Cum, Cv. Pfd. Proceeds 3.754.87 Inventoried at 3.712.50 42.37 7/31/81 500 shs. General Foods Corp. Proceeds 15,569.47 Inventoried at 14,750.00 819.47 7/31/81 200 shs. General Motors Corp. Proceeds 9,674.67 Inventoried at 9,062.50 612.17 7/31/81 100 shs. Hershey Foods Corp. Proceeds 3,198.39 Inventoried at 2 , 350 .00 848.39 4 . I'.~' ......;. ..;; I-i r.I;" r:'~,' _u........ I...:... \-,,_,) 7/31/81 100 shs. International Telephone [. Telegraph Co. Proceeds 2,812.90 Inventoried at 3,193.75 380.85 I 7/31/81 250 shs. Lone Star Cement Corp. I I Proceeds 7.752.23 , I Inventoried at 9,046.88 I 1,294.65 8/10/81 1000 shs. Farmers Trust Co. I Proceeds 29,000.00 Inventoried at 26 , 000.00 3,000.00 8/11/81 4500 shs. Carlisle Corp. Proceeds 159,729.44 Inventoried at 173,812.50 14,083.06 Totals 40,185.04 59,179.54 Net Loss on Conversions ~=!~.!m~~~ PRINCIPAL DISBURSE~ffiNTS 11/28/80 12/2/80 12/5/80 12/8/80 12/10/80 12/15/80 12/18/80 12/19/80 12/23/80 12/29/80 Register of Wills, Letters Testamentary Cumberland Law Journal, advertising Letters Testamentary The Evening Sentinel, advertising Letters Testamentary Montgomery Ward Co., balance due Notary fee Robbins Flowers, balance due Romaine Harman, housekeeping services MGM Pharmacy, balance due Dauphin Oil Co., Inc., balance due P.K. Miller, Inc., appraisal of rea 1 estate Edward S. Hertzler, lawn work Romaine Harman, housekeeping services Homewood Retirement Center, care for Elsie F. Strayer Georges' Flowers, balance due Carlisle Radiology Assoc" P.C., balance due Romaine A. Kline, nursing care Paul Hoerner's Trash Hauling, balance due Hoffman-Roth Funeral Home, balance due Carlisle Hospital, balance due Romaine Harman, housekeeping services W. Dean Shull, appraisal of personal property Romaine Harman, housekeeping services Johnny's Willow Street Market, balance due Pennsylvania Power [. Light Co., balance due Georges' Flowers, balance due 159.00 18.00 18.00 68.78 1.50 55.65 180.00 162.41 348.00 150.00 80.00 180.00 1,483.80 71. 30 11.00 36.00 12.00 3,791.10 8.00 180.00 175.00 180.00 82.50 30.94 22.00 5 ;.-". . ~ {. ~ f ".~'.... -~-- 0.0- c'. .:'L':' J'';O 12/29/80 12/30/80 1/5/81 1/6/81 1/6/81 1/9/81 1/14/81 1/15/81 1/22/81 1/30/81 2/12/81 2/17/81 2/24/81 3/3/81 3/6/81 3/12/81 3/20/81 3/24/81 4/6/81 4/14/81 4/23/81 4/27/81 5/1/81 5/29/81 6/9/81 7/10/81 8/3/81 8/13/81 Lenkerbroak Farms, balance due United Telephone Co,. balance due Carlisle Hospital, balance due Romaine Harman, housekeeping services Carlisle Hospitnl, bnlance due Georges' Flowers, balance due Edward S. Hertzler, lawn work Orthopedics, Ltd., balance due United Telephone Co., balance due Borough of Carlisle, service Internal Revenue Service, quarterly estimate Pa. Department of Revenue, quarterly estimate Notary fee Romaine Harman, housekeeping services Edward S. Hertzler, snow removal Farmers Trust Co., reimburse for checks presented for payment on checking account 4 40418 Romaine Harman, housekeeping services Romaine Harman, housekeeping services Romaine Harman, housekeeping services Lebanon Mutual Insurance Co., homeowner's premium Edward Hertzler, snow removal Register of Wills, partial FA Inheritance Tax Register of Wills, Short Certificate Martin Harnish, claim for electric welder Edward Hertzler, snow removal Eric deJonge, appraisal of personal property Edward S. Hertzler, lawn work Romaine Harman, help with personal property sale Commonwealth of PA, Dept. of Transportation, transfer of trailer title Register of Wills, Short Certificate Charles B. Strayer, repairs at Walnut Street property Notary fee Register of Wills, Short Certificates Commonwealth of PA, 1980 income tax due LaRue Development Co., appraisal fee Boyer & Ritter, preparation of Federal and State Income Tax Returns and payro11 returns for 1980 Notary fee Register of Wills, Short Certificate Charles B. Strayer, II, services Internal Revenue Service, quarterly payroll taxes for 12/30/81 Internal Revenue Service, quarterly payroll taxes for 12/30/80 Register of Wills, Short Certificate Carlisle Memorial Service, bronze marker Hoffman-Roth Funeral Home, Death Certificate Cole' s, keys Register of lUlls, Certified copy of Will Register of I,ills, filing Inventory and Debts & Deductions 6 .;: ,.( "0- c- '. _,U... ;;'.1..:-. .).t:: I 12.37 17.09 24,00 180.00 32.00 37.90 12,50 55.00 28,69 62.69 2,050.00 270.00 1.50 180.00 12.50 911. 64 180.00 180.00 180.00 21.00 15.00 40,000.00 1.00 135.00 15.00 175.00 21,88 50.00 15.00 1.00 50.34 LSD 2,00 126.00 75.00 465.00 1.50 1.00 300,00 550.61 551.21 1.00 262,00 3,00 8,40 2,00 6.00 ,1':- Dividends, Duquesne Light Co. 1/5/81 to 7/3/81 Dividends, Dauphin Deposit Corp. 1/5/81 to 7/27/81 Dividends, International Tel & Tel Corp. 1/5/81 to 7/2/81 Dividends, American Tel & Tel Co. 1/5/81 to 1/6/82 Interest, Dallastown Area School Auth. 5,35% 7/15/90; 1/14/81 to 1/12/82 Interest, PA Hsg. Fin. 5.75% 7/1/83; 1/14/81 to 1/12/82 Dividends, General Electric Co. 1/26/81 to 1/25/82 Dividends, Farmers Trust Co. 1/30/81 to 1/29/82 Dividends, Commanwealth National Bank 2/9/81 to 8/10/81 Dividends, Borg-Warner 2/17/81 to 2/18/82 Dividends, Carlisle Corp. 3/2/81 to 3/1/82 Dividends, General Foods 3/6/81 to 6/9/81 Dividends General Motors Corp. 3/10/81 to 6/11/81 Dividends, Exxon Corp. 3/12/81 to 3/11/82 Dividends, Atlantic Richfield Co. 3/16/81 to 3/15/82 Interest, Ephrata Union School Auth. 5.60% 3/15/87; 3/15/81 to 3/19/82 Interest, Cumberland Valley Jt. School Auth. 6% 10/15/93; 4/21/81 to 10/14/81 Dividends, Lone Star Industries 12/22/80 to 6/22/81 Dividends, IBM Corp. 9/22/81 to 3/11/82 Dividends, Union Pacific Corp. 10/2/81 to 1/5/82 Dividends, Merck & Co. 10/5/81 to 1/4/82 Dividends, Panhandle Eastern Corp. 10/9/81 to 3/15/82 Dividends Houston Industries 10/9/81 to 3/11/82 Interest, Certificates of Deposit Farmers Trust Co. 12/4/80 to 3/16/82 Total Income Receipts 3/16/81 4/13/81 7/20/81 8/25/81 10/5/81 2/5/82 2/22/82 3/25/82 INCOME DISBURSEMENTS Computax Commonwealth of PA 1980 Income Tax due Internal Revenue Service, balance due for federal employment taxes Hoffman-Roth Funeral Home, Death Certificates Dauphin Oil Co., Inc., furnace service Accrued Interest, East Pennsboro Twp. 8.90% 1982 Accrued Interest, Allegheny Cty. PA Hosp, Dev. Auth. 9.75% 2/1/86 Computax Internal Revenue Service, 1981 income tax due Commonwealth of PA, 1981 income tax due Farmers Trust Company, income commission Total Income Disbursements 9 ,.'.- ,....P .,.,., p,or. r).~..l-J ~ ..1._:, ."1. 1,;"\ 270.00 280.80 195.00 7,894.25 615.25 2,370.29 2,060.00 8,410,50 69.60 1,352,00 3,510,00 550.00 240.00 5,715.00 4,340.00 1,474.67 270.00 334.39 2,322.00 680.00 810.00 1,575.00 3,850.00 29,176.16 ~==~~",l~~=~~ 30.00 7.00 187.08 15.00 40.70 24.72 338.54 50.00 12,194.00 1,325.00 5,035.88 ~==l2",~~Z=2~ REV. 1547EX (1-821 BUREAU OF EXAMINATION NOTICE OF INHERITANCE TAX ASSESSMENT PENNSYLVANIA DEPARTMENT OF REVENUE APPRAISEMENT. ALLD\lANCE OR DISALLDWANCE CONTROL ND, 101 P.O. BOX B327 OF OEDUCTIDNS. AND ASSESSMENT DF TAX HARRISBURG. PA 17105 OATE 5/4/82 ESTATE DF strayar. Cliarl.a B. FILE NO. 21-80-0742 DATE OF DEATH 11/21/80 COUNTY CIlII.barlaa4 NDTE: TO INSURE PRDPER CREDIT TD YDUR ACCOUNT SUBMIT THE UPPER PDRTION DF THIS NOTICE \11TH YDUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE A80VE COUNTY. MAKE CHECKS PAYABLE TO REGISTER DF WILLS, AGENT." IF TAX PAYMENTS ARE MADE WITHIN 3 MONTHS DF THE DECEDENT'S DATE OF DEATH. A DISCDUNT OF 5% DF THE TAX PAID MAY BE DEDUCTED. Mr. Vll1la. r. KartaoD 10 Baat Blah Straat Carll.la. PA 17013 ~'=!.I!OJ,..9~g_IHJ~l-!N..E_----------- - PLEASE RETURN THIS PORTION TO REGISTER OF WI LLS IF PAYMENT DUE ----.--.------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLDWANCE OR DISALLOWANCE DF DEDUCTIONS AND ASSESSMENT OF TAX DATE 5/4/82 ESTATE OF Strayar. ChaT1.. II. FILE NO. 21-80-0742 ACN 101 TAX RETtJR:II WAS: ( x) ACCEPTED AS FILED APPRAISED VALUE OF ESTATE: 1. Real Estate (Schedule Al 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interesl (Schedule C) 4, Mortgages and NOles (Schedule D) 5. Cash & Miscellaneous Personal Property (Sche~ule El 6. Jointly Owned Prcperty (Schedule F) 7. Transfers (Schedule Gl 8. Total Gross Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expensesl Administrative Costs/Miscellaneous Expenses (Schedule H) 10. Debts/Mortgages/Liens (Schedule I) 11. Total Deductions , 2. Net Value of Estate 13. Charitable 8equests (Schedule Jl 14. Net Value Subject to Tax ASSESSMENT DF TAX: , 5. Amount of line 14 taXable at 6% rate 16. Amount of line 14 taxable at 15% rate 17. Principal Tax Due TAX CREDITS: PAVMENT DATE RECEIPT " " DISCOUNT (+1 INTEREST l-l 2/17/81 K000491 1.450.59+ THIS ASSESSMENT IS BASED ON: ND INTEREST IS DUE IF PAID BV IF PAID AFTER DATE INDICATE:) SEE REVERSE FOR INSTRU::TIONS. ) CHANGED ( 1) ( 2) ( 3) ( 4) (5) 1.133.351.28 ( 6) ( 7) (8) 1,133.351.28 ( 9) (101 6:l.:Ull.48 (11) (12) (13) (14) 62,281.48 1,071,069.80 1,071,069.80 (15) (16) 483,529.66 X.06= X.15= (17) 29,011.78 ~",U.l.l.'a AMOUNT PAID 40,000.00 2 82 41.450.59 TOTAL TAX CREDiT BALANCE OF TAX DUE , . . (If Balance Due is less than $1.00 no pOlyment is reQuired) RETAIN THIS PORTION FOR YOUR RECORDS INFORMATION This document is the Notice required to be given under Section 709 of the Inheritance and Estate Tax Act of 1961 (72 P.S. section 2485). If the tax is paid within three (3) months after the decedent's death, a discount of 5'c>> of the tax paid is allowed. Inheritance Tax becomes delinquent nine (9) months after the decedent's death. Interest is charged at the rate of six (6) percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOW) EXAMPLE: If n balance of tax due of $2.000.00 is in a delinquent status from 3-3-80. and payment is mOlde on 5-23-80. the interest is calculated as indicated below: STEP 1 Determine the rilte of interest from the table below. STEP 2 MultiplV the balance of tilX due by the rate of interest STEP 3 Add the interest to the balance of tax due. Interest from 3-03-80 to 5-23-80 Results in: 2 Months = .010 20 Days = + .00335 Rate of interest = .01335 Balance of tax due B.a..!L9.f interest INTEREST $2.000.00 x .0'3~ $ 26.70 Balance of tax due Plus Inlerest to Date of Payment (+) TOTAL tax and Interest to Date of Payment $2.000.00 $ 26.70 $2.026.70 --------------------------------------------------------------------- 1 month ,005 4 months .020 7 months ,035 10 months .050 2 months .010 5 months .025 8 months .040 11 months .055 3 months .015 6 months ,030 9 months ,045 12 months ,060 1 day ,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 days .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 1 0 days .00169 20 days .00335 30 days ,00500 --------------------------------------------------------------------- Any party in interest. including the Commonwealth and the personal representative. not salisfied with the appraisement and assessment may Object within sixty (60l days after receipt of this Notice as provided by .Sectlon 1001 of the Inheritance and Estate Tax Act of 1961 172 P.S. sec. 2485 - 1001). MAKE CHECK OR MONEY DRDER PAYABLE TO: "REGISTER OF WILLS, AGENT" DETACH THE TOP PORTION OF THIS FORM AND SU8MIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHDWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTION 800K FOR ADDRESS. IN RE: CHARLES B. STRAYER L.l\TE OF, CARLISLE. CUMDERAND COUNTY. PENNSYLVANIA, DECEASED. IN TnI': COUR'f OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISTON NO. 21-80-742 ORDER OF COURT AND NOW, May 11, 1982, the within account is confirmed and distribution directed in accordance Wth the schedule. ny ..the cou?Jt~ ,'" " ../- I c-"'-...... . /.- cl/ ;Jtj /Vl.,._,,-...L..L':// (li.J. william F. Martson, esq. ~ ~~~,; Jill Plr.r; 6:5;; " REV. 1547EX (1-82) BUREAU OF EXAMINATION I NOTICE OF INHERITAHCE TAX ASSESSMENT PENNSYLVANI~.gE:~~T~j~j OF REVENUE I APPRAISEMENT. ALLOWANCE OR DISALLDWANCE CONTROL NO. 101 HARRISBURG. PA 17105 I DF DEDUCTIONS. AND ASSESSMENT OF TAX DATE ESTATE OF STRAYER CHARLES B FILE ND. 21 80-0742 OATE DF DEATH 11-21-80 CDUNTY CUMBERLAND NOTE: TD INSURE PRDPER CREDIT TD YOUR ACCOUNT SUBMIT THE UPPER PORTIDN OF THIS NDTICE WITH YDUR TAX PAYMENT TO THE REGISTER DF WILLS OF THE ABOVE CDUNTY. MAKE CHECKS PAYABLE TO "REGISTER DF WILLS. AGENT." IF TAX PAYMENTS ARE MADE WITHIN 3 MONTHS DF THE OECEDENT'S DATE OF DEATH. A DISCOUNT DF 5% OF THE TAX PAID MAY BE DEDUCTED. WILLIAM F 10 E HIGH CARLISLE MARTSON P C ST PA 17013 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE 9~I~!9~~_I~~!~~------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLDWANCE OR DISALLOWANCE DF DEDUCTIDNS ANO ASSESSMENT DF TAX ACN 101 DATE 05-26-82 ESTATE OF STRAYER CHARLES B FILE NO.21 80-0742 I X I CHANGED - SEE ATTACHED NOTICE TAX RETURN WAS: ) ACCEPTED AS FILED APPRAISED VALUE OF ESTATE: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Close IV Held Stock/Partnership Interest (Schedule C) 4. Mortgages and Notes (Schedule 0) 5. Cash & MIscellaneous Personal Property (Schedule E) 6. Jointlv Owned Property (Schedule F) 7. Transfers' (Schedule Gl 8. Total Gross Assets APPROVED DEDUCTIONS AND EXEMPTIDNS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule H) 1 Q. Debts/Mortgages/Liens (Schedule I) , 1. Total Deductions 12. Net Value of Estate 13. Charitable BeQuests (Schedule J) 14. Net Value Subject to Tax ASSESSMENT DF TAX: 15. Amount of line 14 taxable at 6% rate 16. Amount of line 14 taxable at 15% rate 17. Principal Tax Due TAX CREDITS: r PAVMENT I DATE 02-17-81 DISCOUNT 1+) INTEREST (-) 2,105.20 RECEIPT # 000491 THIS ASSESSMENT IS BASED ON: ORIGINAL RETURN NO INTEREST IS DUE IF PAID BY 08-21-81 IF PAID AFTER DATE INDICATED SEE REVERSE FOR INSTRUCTIONS. I 1) .00 121 .00 ( 3) .00 ( 4) .00 I 51 1,133,351. 28 ( 61 .00 ( 71 .00 1,133,351.28 ( 8) ( 9) ( 101 .00 62,281. 48 62 , 281. 48 1,071,069.80 .00 1,071,069.80 (11) (12) (13) (14) 1151 (16) 483,529.66 .00 29,011. 78 .00 29,011. 78 X.06= X.15= (17) AMOUNT PAID 40,000.00 TOTAL TAX CREDIT BALANCE DF TAX DUE 42,105.20 13,093.42CR (If Balance Due is less than $1.00 no payment is required) RETAIN THIS PORTION FOR YOUR RECORDS INFORMATION This document is the Notice required to be gIven under Section 709 of the Inheritance and Estate Tax Act of 1961 172 P.S. section 24B5). If the tax is paid within three (3) months after the decedent's death, a discount of 5% of the tax paid is allowed. Inheritance Tax becomes delinquent nine (9) months after the decedent's death. Interest is charged at the rate of six (6) percMt per annum on the amount of unpaid tax. (SEE EXAMPLE BEL OWl EXAMPLE: If a balance of tax due of $2,000.00 is in a delin~uent status from 3-3-80. and payment is made on 5- 23 -80. the interest is calculated as indicated below: STEP 1 Determine the rate of interest from the table below. STEP 2 Multiply the balance of tax due by the rate of interest STEP 3 Add the interest to the balance of tax due. Interest from 3-03-BO to 5-23-BO Results in: 2 Months = 20 Days = Rate of interest = .010 + .00335 .01335 Balance of tax due Rate of interest INTEREST $2,000.00 x 01335 $ 26.70 Balance of lax due $2.000.00 Plus Interest to Date of Payment (+) $ 26.70 TOTAL tax and interest to Date of Payment $2,026.70 --------------------------------------------------------------------- 1 month .005 4 months .020 7 months .035 1 0 months .050 2 months .010 5 months .025 8 months .040 11 months .055 3 months .015 6 months .030 9 months .045 1 2 months .060 1 day .00017 11 days .001B6 21 days .00352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .003B6 4 days .0006B 14 days .00237 24 days .00403 5 days .000B5 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 days .00437 7 days .0011B 17 days .002B4 27 days .00454 6 days .00135 lB days .00301 28 days .00471 9 days .00152 19 days .0031B 29 days .004BB 10 days .00169 20 days .00335 30 days .00500 --------------------------------------------------------------------- Any party in Interest, including the Commonwealth and the personal representati....e. not satisfied With the appraisement and assessment may object within sixty (60l days aher receipt of thIS Notice as provided by SectIon 1001 of Ihe Inheritance and Estate Tax Act of 1961 (72 P.S. sec. 24B5 - '00 1l. MAKE CHECK DR MONEY ORDER PAYABLE TD: "REGISTER OF WILL.S. AGENT" DETACH THE TOP PORTION OF THIS FORM AND SUBMIT WITH YOUR PAYMENT TO THE REGISTER OF WiLLS FOR THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTION BOOK FOR ADORESS. REV."~ EX (11.811 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION P. O. BOX 8327 HARRISBURG. PA 17105 * INHERITANCE TAX EXPLANATION OF CHANGES _---0.----.- IFILE NO l I i I I I , I j I ! '''"l ----.--.----.-.--- --- SCHEDULE EXPLANATION OF CHANGES -- NO. - DECEDENT'S NAME TAX EXAMINER: PAGE . 1/- 1:5-,(-;/ REVol!lOO EX + (9.Sl) BUREAU OF EXAMINATION PENNSYLVANIA DEPARTMENT OF REVENUE P.O. BOX B327 HARRISBURG. PA 17105 INHERITANCE TAX RETURN RESIDENT DECEDENT File Numbor 2l-HO-07/,2 Decedent's Neme (Last, First, .nd Mlddte Initl.1) DE EASED Strayer. Charles 1\. C Sacl.1 Security Number Date of Death 172-24-8212 1. Original Return 0 Decadant's Addr"s 38/, I~nlnut Street Carlisle, P^ 17013 CHECK November 21 1Q80 2. SupplementDl Return 0 3, Remainder Return GJ BLOCKS 4. L1le Estate 0 5, Federal EstDle Tax 0 Return Required. 6. Decedent diedt"ta'e fXl 7, Oe"dentmalntDinedeliving 0 8, Number 01 safa deposit 0 (Attach copy of WillI ~ tru.t (Attach COpy 01 lrustl boxe.lnventaried All correspondence and conlldentlaltax information .hauld be directed to: Address p,O, Box 220 1 Hest Hir,h Street APPRO, PRIATE CORRE. SPONDENT Neme Farmers Trust Company Dennis C, Caverly Telephone No. I (717) 21,3-3212 Recapitaletion " Real Estate (Schedule Al (ll 2. Stocks and 80nd. (Schedule 8) ( 21 3, Closely Held Stack/Partnership Interest (Schedul. C) ( 31 4. Mangages and Notes (Schedule D) ( 41 5. Cash & Miscellaneou. Personal Property (Schedule E) ( 5) RECAPIT. 6. Jointly Owned Property (Schedule FI ( 61 ULATIDN 7, Transfers (Schedule GI ( 71 8. Total Grass Assats {total lines 1.71 AND 9, Funeral Expen.es Administrative Casts/Miscellaneous Expenses (Schedule H) ( 91 TAX 10. Debts/Martgeges/Lien. (Schedule I) (10) 11, Tatel Deductions (total lines 9 & 10) 12, Net Value of E.te,e (line 8 minus line III CALCU' 13. Charitable 8equests (Schedule J) LATIDN 14. Net Valae subiectlo 'ax (line 12 minutline131 (161 .00 (11) 1,010.00 (121 371,994.95 (13) .00 (14) 371,994,95 x,06- 22,319.70 x,15- .00 (171 22,319.70 Computation of Tax 15. Amount of line 14 tDxable at 6% rete !Include values from Schedule K) 16. Amount of line 14 texeble at 15% rata !Include values from Schedule K) Principal tax due (edd tax from line 15 plus tex from Iina 16) Total Prior payments: (a) Amount Paid (b) Plu.Olscaunt (cl Mlnuslntere.t 19. Balance Due U1ne 17 minus line 181 Make Check Payable to: Regi.ter of Wills, Agent ... PLEASE RECHECK MATH'" (151 371,994,95 17. 18. 13,093,42 ,00 .00 (This is credit on tax overpaid on l.ife See Form 1547EX (1-82) attached) (18) 13,093.47 Estate (19) 9.226.28 DATE ADDRESS RlY.ISldllC+ 1..111 COMMONWEALTH OF PENNSVLVANIA SCHEDULE "B" INHERITANCE TAX RETURN STOCKS AND BONDS RESIDENT DECEDENT ESTATE OF Cha~les B. St~aye~ All property lolntly-owned with Right of Survlvonhlp mutt bl dlaclostld on Schldull "Foo) FILE NUMBER 21-80-07/12 ITEM NUMBER DESCRIPTION 1. 25,000 par Alle[\heny County Hospital Development Authority Hospital Revenue Notes, Se~ies of 1982, 9.75% due Feb~ua~y 1, 1986 Inte~est on ite", it 1 acc~ued until June 16, 1982 2. 5,000 par Cumbe~land Valley Jt. School Autho~ity School Revenue Bonds, Se~ies of 1971 6% due Octobe~ 15, 1993 Inte~est on item it 2 acc~ued until June 15, 1982 3. 25,000 par Cumbe~land County General Obligation Bonds 8.50% due June 15, 1985 Inte~est on item it 3 acc~ued until June 16, 1982 4. 5,000 par Dallastown A~ea School Autho~ity School Revenue Bond, Se~ies B of 1973 5.35% due July 15, 1990 Inte~est on item # 4 acc~ued until June 16, 1982 5. 25,000 pa~ East Pennsbo~o Township Tax & Revenue Anticipation Notes Series of 1982 8.90% due December 31, 1982 Inte~est on item # 5 acc~ued until June 16, 1982 6. 20,000 pa~ Pennsylvania Housing Finance Agency Residential Development Notes, Se~ies of 19805.75% due July 1, 1983 Inte~est on item it 6 acc~ued until June 16, 1982 7. 10,000 pa~ South Hiddleton School Dist~ict Authority School Revenue Bond, Se~ies of 1973 5.625% due Decembe~ 15, 1993 Inte~est on item it 7 acc~ued until June 16, 1982 8. 5,000 pa~ Hest Sho~e School District General Obligation Bond Se~ies AA of 1975 due June 1, 1995, 7.125% Inte~est on item # 8 acc~ued until June 16, 1982 9. 500 shares Ame~ican Telephone & Teleg~aph Dividend on item # 9 of $1.35 per sha~e, declared 5/19/82 payable 7/1/82 to holde~s of ~ecord 5/28/82 ' 10. 500 sha~es Atlantic Richfield 700 shares Bo~g-Ha~ne~ Corporation 750 sha~es Ca~lisle Corporation 750 sha~es Exxon Co~poration 1,000 shares Fa~me~s T~ust Company 11. 12. 13. 14. TOTAL (Also enter on line 2, Recapitulation) (If mar. ,pac. I' ne~.d Inllrt addition.' ,heet' of ..m. Ill.) VALUE AT DATE OF DEATH 24,625.00 920.83 3,050.00 50.83 24,000.00 5.90 3,200.00 112.20 24,718.75 1,032.15 19,025.00 530.28 5,900.00 1.56 3,175.00 14.84 25,875.00 675.00 19,750.00 17,718.75 17,203.13 20,531. 25 30,000.00 $ fllVoI5OlIIX-4.(9.ll) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE "E" CASH AND MISCELLANEOUS PERSONAL PROPERTY FILE NUMBER 21-80-07/12 ESTATE OF Cha~les B. Strayer (All property lolntly-owned with the Right of Survlvonhlp mUlt b. dlaclo..d on Schedul. "F") VALUE AT DATE OF DEATH ITEM NUMBER DESCRIPTION 1. Farme~s T~ust Company, Trustee Under/Hill Charles B. Strayer .77 639.33 Principal cash as of 6/16/82 Income cash as of 6/16/82 TOTAL (Also enter on line 5, Recapitulationl $ 640.10 (If more .pacI I. needed Insert additiOnal ,hilts of same .Ize) i__ l[v.1513EX+ (...11 SCHEDULE "J" BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANr.E TAX RETURN RESIDENT DECEDENT ESTATE OF Charles B. Strayer \ ITEM NUMBER 1. ITEM NUMBER 1. FILE NUMBER 21-80-0742 NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT A. Taxable Bequests: Farme~s Trust Company, Residuary Trustee. Life Estate in Hife and remainder to Children B. Charitable Bequests: Hife & Children 371,994.95 NAME AND ADDRESS OF BENEFICIARY AMOUNT TOTAL CHARITABLE BEQUESTS (Also enter on line 13, Recapitulation) $ Of mar. .pac. I. n.lded InHrt additional .hHtl of lam. .lzl) ...... ..' . ..-I ASSESSMENT CONTROL NO. 101 BUREAU OF EXAMINATION PENNSYLVANIA DEPARTMENT OF REVENUE P.O. BOX 8327 HARRISBURG. PA 17 1 05 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX DATE ESTATE OF STRAYER CHARLES B FILE ~lD. 21 80-0742 DATE OF DEATH COUNTY IIIlD NOTE: TD INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE CDUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS, AGENT." IF TAX PAYMENTS ARE MADE WITHIN 3 MONTHS OF THE DECEDENT'S DATE OF DEATH. A DISCOUNT OF 5% OF THE TAX PAID MAY BE DEDUCTED. WILLIAM F 10 E HIGH CARLISLE MARTSON P C ST PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE PA 17013 ~~I~~9~Q_~l~~~~-------------------------------------------------------. NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STRAYER CHARLES B FILE NO. 21 80-0742 ACN . 101 DATE 05-26-82 TAX RETURN WAS: I ACCEPTED AS FILED (X I CHANGED - SEE ATTACHED NOTICE APPRAISED VALUE OF ESTATE: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule BI 3. Closely Held Stock/Partnership Interest (Schedule CI 4. Mortgages and Notes (Schedule Ol 5. Cash & Miscellaneous Personal PropertY ISchedule El 6. Jointly Owned Property (Schedule FI 7. Transfers (Schedule GI 8. Total Gross Assets ( 11 .00 ( 21 .00 ( 3) .00 ( 41 .00 151 1,133.351.28 161 .00 ( 71 .00 ( BI 1,133,351.28 APPROVEO DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule HI 10, Debts/Mortgages/Liens (Schedule il 11. Total Deductions 12. Net Value of Estate , 3. Charitable Bequests (Schedule JI i 4. Net Value Subject to Tax (91 .00 1101 62.2B1.48 (, 1) (12) (13) (i41 62.2B1.48 1,071,069.80 .00 1.071,069.80 ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6% rale 16. Amount of line 14 taxable at 15% rate 17. Principal Tax Due TAX CREDITS: 1151 483,529.66 1161 .00 29,Oll.78 .00 29,Oll.78 X.06= X.1S= 1171 PAYMENT DATE RECEIPT # DISCOUNT (+) INTEREST (-) 2,105.20 AMOUNT PAID 02-17-81 000491 40.000.00 THIS ASSESSMENT IS BASED ON: ORIGINAL RETURN NO INTEREST IS DUE IF PAID BY 08-21-81 IF PAID AFTER DATE INDICATED SEE REVERSE FOR INSTRUCTIONS. TOTAL TAX CREDIT BALANCE OF TAX DUE 42 105.20 13,093.42CR (If Balance Due is less than $ 1.00 no payment is required , : ;. )REV' 1S47EX 11-82) BUREAU OF EXAMINATION \ NOTICE OF INHERITANCE TAX ASSESSMENT PENNSYLVANIA DEPARTMENT OF REVENUE APPRAISEMENT ALLOWANCE OR OISALLOWANCE CONTROL NO. 102 P.O, BOX 8327 . HARRISBURG. PA 17105 OF OEOUCTIONS. ANO ASSESSMENT OF TAll OATE - 7- ESTATE OF STRAYER CHARLES B FILE NO. 21 80-0742 DATE OF OEA!l:L-J.l::21-BO COUNTY ._CJlJ1Jl_ERI..AND NOTE: TO INSURE PROPER CREOIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS. AGENT." IF TAX PAYMENTS ARE MAOE WITHIN 3 MONTHS OF THE DECEOENT'S DATE OF OEATH. A OISCOUNT OF S% OF THE TAX PAlO MAY BE OEDUCTED, FARMERS TRUST COMPANY 1 W HIGH ST PO BOX 220 CARLISLE PA 17013 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE CUT ALONG THIS LINE ______________ _.__ _ _ __ _______ __________ _____ .__ ____. ______ _____w...--- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR OISALLOWANCE OF OEOUCTIONS ANO ASSESSMENT OF TAX ~ I I ESTATE OF STRAYER CHARLES B FILE NO.21 80-0742 , . i .\ I I . T AX RETURN WAS: (Yo I ACCEPTED AS FILEO APPRAISED 1- 2, 3. 4. 5, 6. 7, B. VALUE OF ESTATE: Real Estate (Schedule Al Slod.s and Bonds (Schedule 8) Closely Held Stock/PartnershiP Interest (Schedule C) Mortgages and Noles (Schedule 0) Cash & Miscell.meous Personal Property (Schedule E) JOIntly Owned Property (Schedule F) Transfers (Schedule Gl Total Gross Assets APPROVED OEOUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule H) 10. Oebts/Mortg..ges/Liens (Schedule II 11. Tola1 Deductions 12. Net Value of Estate 13. Charitable BeCluests (Schedule J) 14. Net Value SubJect 10 Tax ASSESSMENT OF TAX: 15. Amount of hne 14 taxable at 6% rate 16. Amount of hne 14 taxable at 15% rale 17. PrinCipal Tay Due TAX CREDITS: PAYMENT OATE RECEIPT # OISCOUNT 1+1 INTEREST H THIS ASSESSMENT IS BASED ON, REMAINDER RETURN NO INTEREST IS OUE IF PAID BY 09-16-82 IF PAlO AFTER OA TE INDICATED SEE REVERSE FOR INSTRUCTIONS. OATE 09-27-82 ACN 102 1 CHANGED (1) 1 2) ( 3) ( 4) ( 5) ( 6) ( 7l .00 372,364.85 .00 .00 640.10 .00 .00 373,004.95 1 8) ( 9) (1 Dl 1,010.00 .00 1,010.00 371,994.95 .00 371,994.95 Ill) (12) (13) (14) (15) (16) 371,994.95 .00 x.06= x. t5= (17) 22,319.70 .00 22. 319 . 70 AMOUNT PAID i TOT AL TAX CREDIT ! BALANCE OF TAX OUE I 22,319.70 (If Balance Due IS less than $1.00 no payment is reCluired) RETAIN THIS PORTION FOR YOUR RECORDS ....--...-.. ,." ....: .-~. RECei!:: ' ~~ F. ~, ~ : . 'B7 i-ll~f -() 'ill INFORMATION This document IS the Notlce reoulred to be given unde~ Section 709 of the Inhentance and Estate Tax Act of 1961 172 P,S, sectIon 24B5), It the tax is paid within three (3) months after the decedent's death. a discount of 5% of lne tax paid is allowed. Inheritance Tax becomes delinquent MIne (9) months after the decedent's death. Interest is charged at the rate of six (6) percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOW) EXAMPLE: If a balance of tax due of $2.000.00 is in a delinquent stalus from 3-3-80. and payment IS made on 5-23-80. the Interest is calculated as indIcated below; STEP 1 Determine the rale of interest from the table below. STEP 2 Multiply the balance c f tax due by the rate of interest. STEP 3 Add the Interest to the balance of tax due. Inleresl from 3-03-80 to 5-23-80 Results In: Balance of tax due !3.i[I,!l? of interest INTEREST $2,000,00 x ,O~.1L.- $ 26,70 Balance of lax due $2.000,00 Plus Interest to Date of Payment (+) $ 26.70 TOTAL tax and interest to Date of Paymenl $2,026.70 2 Months = 20 Days = Rate of interest = ,010 + ,00335 ,01335 - - - - - - - - .. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 month .005 4 months ,020 7 months ,035 1 0 months ,050 2 months ,010 5 months .025 8 months ,040 II monthS ,055 3 months ,015 6 months ,030 9 months ,045 1 2 months ,060 1 day ,00017 II days ,DO 186 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 days ,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 6 days ,00135 18 days ,00301 28 days .00471 9 days ,00152 19 days ,00318 29 days ,0048B 10 days ,00169 20 days ,00335 30 days ,00500 ---------------------- - - -- - ----- --- -- -- - -------- ---- ----------------- Any party in mterest. including the Commonwealth and the personal representative. not satisfied with the appraisement and assessment may object withlO SlY-tv (60l days after receipt of thiS NotIce as prOVided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S. sec. 2485 - 1001). MAKE CHECK OR MONEY OROER PAYABLE TO: "REGISTER OF WILLS. AGENT" DETACH THE TOP PORTION OF THIS FORM AND SUBMIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE, SEE THE INHERITANCE TAX, INSTRUCTION BOOK FOR ADDRESS, Discount If any tax due is paid within three (3) months after the decedent's death, a discount of five percent (5%) of the tax paid is allowed. . the discount period is calculated in calendar months. Example: date of death 1-15-82. discount period expires 4 - 15-82. Except for tax on a future interest, inheritance tax becomes delinquent at the expiration of nine (9) months from the date of death. . Inheritance tax on a future interest becomes delinquent at the expiration of three months from: _ the date of election to prepay or _ the date of death of the life tenant or annuitant . Interest is calculated on a daily basis from _ delinquent date to date of payment on any tax unpaid on delinquent date _ date of last delinquent payment to date of payment on any unpaid balance. . Interest is charged at the following rates: Interest Delinquent Date Annual Interest Rate Daily Interest Factor 5/27/43 to and including 12/31/81 1/1/82 to and including, 12/31/82 1/1/83 to and including 12/31/83 6% 20% 16% .0001 64 .000548 .000438 Those estates that become delinquent on or before December 31, 1981 will maintain a constant interest rate. The rate in eff ect when the tax ftrst becomes delinquent will remain constant until the delinquent tax balance is paid in full. Those estates that become delinquent on or after January " 1982 will contain a variable interest rate. Thus, taxes that remain outstanding from calendar year to calendar year will be subject to the different rates in effect on each January 1. Interest is calculated as follows: INTEREST = BALANCE OF UNPAID TAX X NUMBER OF DAYS X DAILY INTEREST FACTOR. If a tax balance remains outstanding for more than one calendar year, a separate interest determination must be made for each year at the .applicable rate. (Only one c.alculatlon is necessary if the estate mainUllns the const.ant interest rate.l Any Notice issued after the tax becomes delinquent will reflect an Interest calculation to fifteen (15) days beyond the date of the notice. If payment is made after the interest computation date shown on the Notice, additional Interest must be calculated. To Remit Payment: Detach the top portion of this Notice and submit with your payment to the Register of Wills of the county shown on the Notice. . Address information is listed on page 13 of the booklet, "Instructions for Inheritance Tax Return for a Resident Decedent" . Make check or money order payable to: Register of WIlls, Agent PURPOSE OF NOTICE: To fulfill the requirements of Secllon t745 (bl of the Inheritance and Estate Tax Act. Act 255 of 1982 (72 Po. C.S. Section 1745), Oetach the toP portion of this Notice and submit with your payment to the Register of Wills. --Address information is hSled on page 13 of the booklet. 'Instructions lor Inheritance Tax Return lor a Resident Decedent." --Make check or money order payable to: PAYMENT: REGISTER OF WILLS. AGENT. REFUND (CRt A refund of a tax credit. may be reCluested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" IForm REV- 13131. Apphcallons are available at the Office of the Register of Wills, any of the 24 Revenue DlStricl Offices. or Irom the Department's Forms Service Unit 24 hour Forms Ordering telephone hnes in Harrisburg _ (7171 233-3443. in Philadelphia - 12151 351-2065 or in pittsburgh - (4121 565-360 ,. Any party in interest not sallsfled with the assessment of tax as shown on this Nollce may object within sixty (60) days of receipt of this Notice as follows: 08JECTIONS: 17105 OR OR --by written protest to the Department of Revenue. Board of Appeals. P.O. Box 1874, Harrisburg, PA --by election to have the matter determined at the audit of the account of the personal representative --by appeal to the Orphans' Court ADMIN- ISTRA TIVE CORRECTIONS: Factual errors dIScovered on this assessment should be addressed in writing to: PA Department of Revenue. Bureau of IndIvidual Taxes. P.O. 80x 8327. Harrisburg. PA 17105. ATTN: Post Assessment Review Unit (717) 787-8505. See page 3 01 the booklet 'Instructlons for Inheritance Tax Return for a Residenl Decedent' for an explanation of admmistratively correctable errors. Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinCluent at the expiration of eighteen (18) months from the dale of death. INTEREST: Interest is calculated on a daily baSIS at the follOWing rates: DelinQuent Date Interest Rate DailY Interest Factor .000164 .000548 .000438 .000301 .000356 .000274 constant interest rate until the 6% 20% 16% ,,% 13% 10% before December 5/27/43 to and including 12/31/81 1/1/82 to and including 12/31/82 1/1/83 to and including 12/31/83 1/1/84 to and including 12/31/84 ,,,/85 to and including 12/31/85 1/1/86 to and includIng 12/31/86 --Taxes that became delinquent on or delinquent balance is paid in full. --Taxes that became dehnCluent on or after January " 1982 are subJect to a variable interest rate that changes each calendar year. --Interest is calculated as follows: 3 to 1981 will maintain a INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice ISsued after the tax becomes delinquent will reflect an Interest calculation to fifteen (151 days beyond the date of the assessment If payment IS made after the Interest computatIon date shown on the Notice. " addItional Interest must be calculated. .~ ~ REV. 73B EX (03-BB) COl,llr,lONWEAlT~ Of PEN1\oSn....A~I:. DEPARTIIENT O~ REYENUE B:JREAU or INDI'o'IDU:.1. TAXES P.O.80X en7 HARR1SBl;R(;. pz. ,,'Ot .~. , . .' i\ "':1."~ '-.' \ I CHARLES NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER IACN 202 \DATE FILE NO. 21 COUNTY UPPER PORTION OF THIS FORM WiTH YOUR TAX PAYMENT CHECKS PAYABLE TO: "REGISTER OF WILLS. AGENT." ESTATE OF STRAYER DATE OF DEATH -, - NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBMIT THE TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE B FARMERS TRUST COMPANY 1 W HIGH ST PO BOX 220 CARLISLE PA 17013 \ PLEASE RETURN THIS PORTION TO REGISTER OF I WILLS IF PAYMENT DUE IAmount Remitted to Register of Wills C!~'!: _A.!-9~c,; _ ,!:Hl~ .L!,,!E. _ _ _ _-:. _ _ _ ~EJ~~N_ ~9~~~ .P.o.~:!~O.N_ ~9~ _Y_O~.!'l. ~I~~~ - - - . -~- - - - - - - . - - - - REV. 73B EX 103-8BI "NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVAIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER" ESTATE OF STRAYER CHARLES B FILE NO.21 80-0742 ACN 202 DATE 10-27-86 ESTATE TAX DETERMINATION 16,451,.15 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 3. Inheritance Tax Assessed by Other States or Territories of the United Stales (Excluding Discount and/or Interestl 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due 6. Amounl of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return 7, Additional Pennsylvania Estate Tax Due 22,319.70 .00 22,319.70 .00 .00 .00 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER INTEREST {-I AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE .00 .00 .00 .00 . IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST (IF BALANCE DUE IS LESS THAN $1 DR IS REFLECTED AS A "CREDIT" (CRl. NO PAYMENT IS REQUIRED) Te fulfill tne requIrements of Section 1745 (bl of the Inheritance and Estate Tax Act. Act 255 of 1962 (72 Pa. C.S. Section 1745). Oetach the toP portion of this Notice and submIt wltn your payment to the Register of Wills. --Address information 1$ listed on page 13 of the booklet. "Instructions for Inheritance Tax Return for a Resident Decedent" --MaK.e cheek or money or\Jer payable to: REGISTER OF WILLS. AGENT. REFUND ICRl: A refund of a tax credit, may be reCluested by completing aT' "Application for Refund of Pennsylvania Innefltance and Esta:e Tax" (Form REV- 1 313). Applications are available at the Office of the Register of Wills. any of the 24 Revenue District Offices. or from the Department's Forms Service Unit 24 hour Forms Ordering telephone lines In Harrisburg _ (717) 233-3443, in Philadelphia - (21 S) 351-2065 or in Pittsburgh - (A12) 565-3601. PURPOSE OF NOTICE: PAYMENT, OBJECTIONS: Any pa~ty in interest not satisfied with the assessment of tax as snown on this Notice ma~ object withm sixty (60) days of receipt of thiS Notice as follows: 171 05-B4BO OR OR oy written protest to the Department of Revenue. Board of Appeals. F.O. Box 8480. Harrisburg, PA b~' election to have the matter determined at the audit of the account of the personal representative b.,.' appeal to the Orphans' Court. ADMIN- ISTRA TIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed m writing to: PA Department of Revenue. Bureau 01 IndIVIdual Taxes. P.O. Box 8327. Harrisburg. PA 17105. ATTN: Post Assessment Review Unit (7171787-6505. See page 3 of the booklet "InstructIons for Inheritance Tax Return for a ReSident Decedent" for an explanation of administratively correctable errors. AddItional Pennsylvania Estate Tax assessed as a result of a cnange based on the Federal Estate Tax closing letter becomes delinquent at the expiration of one (1l month from the date the final noUce of the Increase in Federal Estate Tax IS received. Interest IS calculated on a daily baSIS at the following rates: Delinquent Date Interest Rate 5/27/43 to and Includtna 12/31/81 6% 1/1/B2 to and mcludlng-12131/B2 20% 1/1/63 to and including 12/31/83 16% 111/84 to and including 12/31/84 11% 1/1/B5 to and including 12/31/B5 13% 1/1/86 to and includms 12/31/86 10% Taxes that became delinquent on or before December 31, 195i will delinquent balance IS paid in full. Taxes that became delinquent on or after January ,. 1982 are subJec: to a variable lnterest rate that changes each calendar year. Intere:;t is calculated as follows: INTEREST: Daily Interest Factor .000 I 6A .000548 ,00043B .00030 I .000356 .000274 maintain a constant Interest rate until the INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR __ Any Notice Issued after the tax becomes delinquent will reflect an Interest calculation to fifteen {1 S} days beyond the date of the assessment. If payment IS made after the Interest computation date shown on the Notice, adcltlonal interest must be calculated.