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No. il-80
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
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In the Estate of
S L~ e.-
K
D'-j e r
, deceased.
To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania.
petltlonerJ8f1s (are) the execut <'> :- named In the Last Will and Testament of
s,-,€.. Q D'-jer dated Jo-vuL<().r~ (S 1'1 'iru
Decedent was a citizen of the United States and a resident of C 0.1_ r 1.\ : \(
Te..""I.ip (Borough), Cumberland County, Commonwealth of Pennsylvania.
Decedent died on I'Y\ 00 J (\ '( the /0 day of I'U (, U A.D. 19l.U, In the
County of ~''IIJ ~ II c, ":. ,StatEl_ of II 6- at the age of '7 D years.
Decedent.fta&.(has notl been married and has (has not) had chlldrefl born to-hlm (her) since the ex.
ecutlon of the above described Will. !i
Decedent was possessed of personal property to the value of I 3 0 I i,O D
and of real estate to the value of (IL! L) ,,J e )
as near as can be ascertained; said real estate situated as follows
(V I fJ..
Therefore, your petltioner(s) respectfully apply(les) for the probate of the said Last Will and Testa.
ment and for Letters Testamentary theron.
Dated Doe"- e ~ 10 ~ r I U 19'( Q
Name and address
of Petltloner(s)
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COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND ~ ss
C K'~ ,'<'1.,-,< 4 t- 0'( e r
named In above application, being duly S '-L).;c. r ^-.l
statements set forth In this petition are true to the best of
S <.0':> r,J and subscribed before
ac.cording to law say(s) that the
k, " knowledge and belief.
December
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7~eg,ster
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12, 1980
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Filed:
Attorney
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IDast Will anb ID~stam2nt
OF
SUE R. DYER
I, SUE R. DYER, of Camp Hill, Cumberland County, Pennsyl-
vania, do make, publish and declare this to be my Last Will and
Testament, hereby revoking all \9ills 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 Executor out of the property passing
under ITEM IV of this Will, as an expense and cost of administra-
tion of my estate. My Executor shall have no duty or obligation
to obtain reimbursement for any such tax so paid, even though on
proceeds of insurance or other property not passing under this
Will. In the absolute discretion of my Executor, such taxes may
be paid immediately or may be postponed on future or remainder
interests until the time possession thereof accrues to the bene-
ficiaries.
ITEM II:
I direct my Executor 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 husband,
C. KENNETH DYER, I give and bequeath to him absolutely and in fee
simple all of my household furniture and furnishings, books,
pictures, jewelry, silverware, automobiles, wearing apparel and
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all other articles of household or personal use or adornment and
all policies of insurance ther.eon. If I do not predecease my said
husband, I make said bequest to my children living at the time of
my death, to be divided among them as they shall agree. Should
there be no agreement, such property shall be divided among them
by my Executor in as nearly equal portions as is deemed practical
in the sole discretion of my Executor, having due regard to the
personal preferences of such children.
ITE~I IV:
I give, devise and bequeath all
the rest, residue and remainder of my estate, not disposed of in
the preceding portions of this Will, to C. KENNETH DYER, Camp Hill,
Pennsylvania, as Trustee (hereinafter referred to as "Trustee"),
IN TRUST NEVERTHELESS, for the following uses and purposes:
(a) The Trustee shall pay the net income arising
from the principal of this Trust in quarterly install-
ments to my husband, C. KENNETH DYER, during his life-
time.
(b) During the lifetime of my said husband, the
Trustee shall pay to or for the benefit of my said
husband so much of the principal of this Trust as may be
necessary, in the sole discretion of the Trustee for the
proper support, maintenance and medical care of my said
husband.
(c) Upon the death of my said husband, the Trustee
shall convey and pay over all of the remaining assets,
to one or all, or less than all of my issue (and for the
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purpose hereof, an adopted child shall be considered to
be the child of the adopting parent), in such amounts or
proportions, and in such lawful interest or estates,
whether absolutely or in trust, as my husband may have
directed, either by instrument filed with the Trustee
during his lifetime, exercising this Power of Appoint-
ment, or by his Last Will and Testament.
In no event may said Power of Appointment be
exercised in favor of my said husband, my said husband's
estate or the creditors of either.
(d) If the aforesaid power of Appointment is for
any reason not validly exercised by my said husband in
whole or in part during his lifetime or in his Last will
and Testament, then upon the death of my said husband,
or upon my death if he predeceases me, the then remain-
ing assets not validly appointed shall be divided into
two (2) equal shares, one of which shall be held in
trust for my daughter, CAROL CARLSON, and the other of
which shall be held in trust for my daughter, SUSANNE
STANLEY, as hereinafter provided.
ITEM V:
The following provisions shall
apply to the Trust established for my daughter, CAROL CARLSON:
(a) DUring the lifetime of my said daughter, the
Trustee shall pay to or for the benefit of my said
daughter all of the income of this Trust and so much of
the principal of this Trust as may be necessary, in the
sole discretion of the Trustee for the proper support,
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maintenance, medical care and college or higher educa-
tion of my said daughter and her dependent children.
(b) My said daughter shall have the noncumulative
right to withdraw FIVE THOUSAND ($5,000.00) DOLLARS from
the principal of this Trust during each taxable year
during which she is then entitled to receive income. If
she is living on the last day of such year, she shall
have the right to also withdraw an amount equal to five
(5%) percent of the net market value of the principal on
such last day less the amount of such FIVE THOUSAND
($5,000.00) DOLLARS previously withdrc"m during the
taxable year. Payment shall be made within thirty (30)
days of the close of the taxable year, less any Trustee's
commission applicable thereto. This right shall be
noncumulative and may be exercised only in writing
delivered to the Trustee within thirty (30) days prior
to the last day of such taxable year.
(c) Upon the death of my said daughter, the
Trustee shall convey and pay over all of the remaining
assets, to one or all, or less than all of my said
daughter's spouse, issue or other members of my said
daughter's family by blood or marriage (and for the
purpose hereof, an adopted child shall be considered to
be the child of the adopting parent), in such amounts or
proportions, and in such lawful interest or estates,
whether absolutely or in trust, as my said daughter 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.
Page 4
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573
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In no event may said Power of Appointment be
exercised in favor of my said daughter, my said daugh-
ter's estate or the creditors of either.
(d) If this Power of Appointment is for any reason
not validly exercised by my said daughter in whole or in
part during her lifetime or in her Last Will and Testa-
ment, then upon the death of my said daughter, or upon
the death of the survivor of my wife and me if my said
daughter predeceases either my wife or me, the Trustee
shall continue to hold the assets not validly appointed
in trust and shall pay the net income of the Trust to
her husband, DON R. CARLSON, during his lifetime, if he
was married to her and living with her at the time of my
daughter's death.
(e) Upon the death of the survivor of my said
daughter and her husband, the balance of the principal
not validly appointed shall be divided into as many
equal parts as there are then living children of my said
daughter and then deceased children of my said daughter
represented by then living issue. One of said shares
shall be paid to each living child, and one of said
shares shall be paid to the then living issue of each
deceased child, per stirpes.
(f) In the event that any such child or issue of
a deceased child is then under the age of twenty-five
(25) years, the share of said beneficiary shall be held
by the Trustee, IN TRUST NEVERTHELESS, to pay to or for
the benefit of said beneficiary so much of the income
and principal of said share as is deemed proper in the
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discretion of the Trustee for the proper support,
maintenance, welfare, medical care and education of the
beneficiary. The balance of the principal and any
accumulated income shall be paid to said child or issue
of a deceased child upon attaining the age of twenty-
five (25) years, absolutely and in fee simple.
ITEM VI:
The following provisions shall
apply to the Trust established for my daughter, SUSANNE STANLEY:
(a) During the lifetime of my said daughter, the
Trustee shall pay to or for the benefit of my said
daughter all of the income of this Trust and so much of
the principal of this Trust as may be necessary, in the
sole discretion of the Trustee for the proper support,
maintenance, medical care and college or higher educa-
tion of my said daughter and her dependent children.
(b) My said daughter shall have the noncumulative
right to withdraw FIVE THOUSAND ($5,000.00) DOLLARS from
the principal of this Trust during each taxable year
during which she is then entitled to receive income. If
she is living on the last day of such year, she shall
have the right to also withdraw an amount equal to five
(5%) percent of the net market value of the principal on
such last day less the amount of such FIVE THOUSAND
($5,000.00) DOLLARS previously withdrawn during the
taxable year. Payment shall be made wi thin thirty (30)
days of the close of the taxable year, less any Trustee's
commission applicable thereto. This right shall be
noncumulative and may be exercised only in writing
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(e) Upon the death of the survivor of my said
daughter and her husband, the balance of the principal
not validly appointed shall be divided into as many
equal parts as there are then livi.ng children of my said
daughter and then deceased children of my said daughter
represented by then living issue. One of said shares
shall be paid to each living child, and one of said
shares shall be paid to the then living issue of each
deceased child, per stirpes.
(f) In the event that any such child or issue of
a deceased child is then under the age of twenty-five
(25) years, the share of said beneficiary shall be held
by the Trustee, IN TRUST NEVERTHELESS, to pay to or for
the benefit of said beneficiary so much of the income
and principal of said share as is deemed proper in the
discretion of the Trustee for the proper support,
maintenance, welfare, medical care and education of the
beneficiary. The balance of the principal and any
accumulated income shall be paid to said child or issue
of a deceased child upon attaining the age of twenty-
five (25) years, absolutely and in fee simple.
have the noncumulative right to withdraw FIVE THOUSAND ($5,000.00)
DOLLARS from the principal of the Trusts established under ITEM V
ITEM VII:
My husband, C. KENNETH DYER, shall
and VI of this Will each taxable year during which he is then
entitled to receive income. If he is living on the last day of
such year, he shall also have the right to withdraw an amount
equal to Five (5%) percent of the net market value of the principal
on such last day less the amount of such FIVE THOUSAND ($5,000.00)
DOLLARS previously withdrawn during the taxable year.
Payment
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shall he made within thirty (30) days of the close of the taxable
year, less any Trustee's commission payable with respect thereto.
This right of withdrawal shall also be noncumulative and may be
exercised only in writing delivered to the Trustee within thirty
(30) days prior to the last day of such taxable year.
ITEM VIII: No part of the income or principal
of the property held under any Trust created by this will 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 desig-
nated, as their interests may appear, without regard to any attempt-
ed anticipation, pledging or assignment by any beneficiary under a
Trust, 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 Executor and my
Trustee shall possess, among others, the following powers:
(a) To retain any investments I may have at my
death, including specifically those consisting of
stock of any bank even if I have named such bank as my
Executor herein, so long as my Executor or Trustee may
deem it advisable to my estate so to do.
(b) To vary investments, when deemed desirable by
my Executor or Trustee, and to invest in such bonds,
stocks, notes, real eRtate mortgages or other securities
or in such other property, real or personal, as they
shall deem wise, without being restricted to so-called
Page 9
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necessary or desirable in carrying out any of the
powers conferred upon my Executor or Trustee in this
paragraph or elsewhere in my Will.
(e) To mortgage real estate, and to make leases
of real estate.
(f) To borrow money from any party, including the
Executor or Trustee, to pay indebtedness of mine or of
my estate, expenses of administration 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 my estate or a
Trust.
(hI To vote any shares of stock which form a part
of the estate or Trust, and to otherwise exercise all
the powers incident to the ownership of such stock.
(i) In the discretion of my Executor 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
the estate.
(j) To do all other acts in their judgment
deemed necessary or desirable for the proper and
advantageous management, investment and distribution
of the estate or Trust.
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(b) To the Legal Guardian or Conservator of such
beneficiary ;
(c) To a relative of such beneficiary, to be
expended by such relative for the benefit of such
beneficiary; or
(d) By itself expending same for the benefit of
said beneficiary.
ITEM XI: In the event that there should be
established in the Last Will and Testament of my husband, C. KENNETH
DYER, Trusts similar to the Trusts herein established for the
benefit of my children and their issue, the Trustee of each of
said Trusts created in this Will shall have the right of merging
it with the similar Trust for the same beneficiaries created in
his Will, and operating each of said merged Trusts as a single
Trust.
ITEM XII: Any person, other than my husband,
who shall have died at the same time as I shall have, or in a
common disaster with me, or under such circumstances that it is
difficult or impossible to determine who died first, shall be
deemed to have predeceased me. If my husband and I 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, my
husband shall be deemed to have survived me. Any person (other
than myself) who shall have died at the same time as any then
recipient of income or in 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 .
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ITEM XIII:
If at any time any minor child
shall be entitled to receive any assets hereunder, COMMONWEALTH
NATIONAL BANK shall act as Guardian of the assets payable to such
child. Such Guardian may receive and administer all assets author-
ized 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 Executor as to the Trusts and my estate and the assets
therein.
ITEM XIV:
I nominate, constitute and appoint
my husband, C. KENNETH DYER, to be my Executor. In the event of
his death or inability or refusal to serve, I nominate, constitute
and appoint COMMONWEALTH NATIONAL BANK to be my Executor and Trustee. My
Executor, Trustee and Guardian shall not be required to give any
bond or bonds.
IN WITNESS WHEREOF, I have set my hand and seal to this,
my Last Will and Testament, consisting of this and the preceding
thirteen (13) pages, at the end of each page of which I have also
set my initials for greater security and better identification
this B i"A",
day of ~tUuUti{
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SUE
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R. D:q:R
(SEAL)
We, the undersigned, hereby certify that the foregoing
Will was signed, sealed, published and declared by the above-named
Testatrix as and for her Last Will and Testament, in the presence
of us, who, at her request and in her presence and in the presence
of each other, have hereunto set our hands and seals the day and
year first abOVe written, and we certify that at the time of the
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execution thereof, the said Testatrix was of sound and disposing
mind and memory.
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Residing at
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OATH 0.. PERSONAl. REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of
! Cumberland, personally came C t! <? ,'\1 ,u ( I L... U Lf t' r
(
who, being duly S w 0 r N ,do e '" depose and say that as F v.. t? "-'-'- ~ r
of the last Will and Testament or S L, o? R- ,0 '1 e r deceased
VI e.. will well and lruly 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 I,nher,ces. 5woriJ and subscribed before me.
Dece,,,"',,r 10 A.D" 19 'g-Q . --'4"'- - ~
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Register
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DECREE
Be it remembered that pn the~2 ~h day of
December
A 80
, .D.,19_, there was probated and
recorded the last Will and Testament of
Sue R. Dyer
late of
Camp nill
, Cumberland County, Pennsylvania,
Deceased. Letters Testamentary
were granted to C. Kenneth Dyer
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~ Register
Witness my hand and official seal the day and year aforesaid.
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REv-44!.f EX+ (3.80)
cOMMOHW.;!AL.TH OF PENHS,(LVAI~lA
DEPARTMENT DF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
AFFIDAVIT OF
FIDUCIARY
(In.tructlons on Royo... Sldo)
*
Estate of
Sue R. Dyer
Do t~ 01 Deo lh
11/10/80
187-01-0792
LDst Address _?l...N.Erth -.-!~ 5th Street
Social Security No.
Camp Hill, PA.
17011
Bureau File No.
(('11'l'1
{STATEI
(ZIP)
County File No.
__?/'-.J~' - //..s-
1. Decedent died:
( ) Intestate (without a will)
(x ) Testate (leaving a last will--capy attached)
2. Is the filing 01 a Federal Estote Tox Return required lor this estute? Yes_ No
3. ( x) Executor/Executrix
) Administrator/Administratrix
X -:--. 01
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Address
C. Kenneth Dyer
22 North 25th Street
Name
Camp Hill, PA. 17011
(CITY)
(STATE)
(ZIP)
4, All CDrrespondence should be moiled to ( x) Attorney
( ) Fiduciary.
5. If an attorney is representing the estate, indicate:
Address
James A. Ulsh,
---Shearer, Mette
P. O. Box 729
Harrisburg, PA. 17108
(CITY) (STATE) (ZIP)
Esquire
& Woodside
Nome
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List all sole deposit boxes reg.istered in the decedent's individual nome, or jointly with, or as on agent or deputy
of another, or in decedent's individual nome with right of access by onotner os agent or deputy. Include the nome
and address 01 the bonk or other institution where the safe deposit box is located, the name (s) in which the box
is registered and the relationship 01 the joint holders to the decedent.
NAME AND ADDRESS DF BANX DR OTHER INSTITUTION
IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX
NAME OR NAMES IN WHICH
SAF~ DEPOSIT BOX ;S REGISTERED
RELATIONSHIP OF JOINT
HOLDERS TO OECEDENT
Bank, N.A.
nill, r .
C. Kenneth and Sue R.
husband
Under penalties 01 perjury, I declare that I hove examined this return, including accompanying schedules and
statements, and to the best of my knowledge and belief it is true, correct and complete.
~ A/ ,/i J 2/10/81
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-sfGNA'-rURE OF FIDUCIARY / DATE
PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION
1. PERSONS RESPONSIBLE FOR RETURN
Section 701 of the Inheritance and Estate Tax Act of 1961 provides that the follnv,'ing persons shall prepare and file
a return:
a. The personal represent~tive of the estate 01 the decedent as to propelty of the decedent administered by him
and such additional property which is or may be subjeclto lilhelit:lI1ce Tax of which he/she shall have or
acquire knowledge;
b. The transferee of property upon the transfer of which Inheritance Tox is or may be imposed by the 1961 Statute,
including a trustee of property transferred in trust, provided that no scpamte leturn need be made by the transferee
of property included in the return of a pelson31 representative.
2. PLACE FOR FILING
The return is to be filed in duplicate with Ule Register of Wills of UlO county wherein the decedent resided,
3; TIME FOR FILING
The return is due nine montlls after the decedent's death, unless an extension for filing has been applied for and
granted by the Secretary of Revenue within the nine-month period,
4. FAILURE TO FILE RETURN
Section 7910f 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 penalty of 25% of the tax ultimately found to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by
law."
5. TAX RATES
Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife,
son, daughter, grandchildren, grandparent, son-in-law and daughter.in.law and at the rate of 15% as to all others.
6, PAYMENT OF TAX
The tax assessed on the transfer of property reported in the return is due 9 months alter the decedent's death. Interest
at the rate of 6% per annum accrues thereafter until payment is made, All payments received are first applied to any
interest which may be due with any remainder applied to the tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE
DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED,
All checks should be made payable to tlle Register of Wills of the county wherein the decedent 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 a 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 allY real property in the decedent's
estate or against any property belonging to a transferee liable for the tax,
8. FILING OF FALSE RETURN
Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the
1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding
$1,000 or undergo imprisonment not exceeding one year or both,
REV.451 (l.80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEOENT
Estate of
ITEM
NO.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
I 22
, 23
!
, \ 24
25
I
i 26
I
I
I
I
I
!
i
,
I
,
i
I
I
i
j
SCHEDULE "B"
PERSONAL PROPERTY
(Instructions on Reverse Side)
Sue R. Dyer
DESCRIPTION
UNIT
VALUE
State capital Savings Association
Account No. 002-20-13489
Principal $6,258.77
Interest as of did 170.47
CCNB Bank, N.A. - tax exempt trust
Account No. 310543-5
Citicorp travelers checks
InterCapita1 Liquid Asset Fund, Inc.'fSC1,13l1i. I.e'il
625.193 shares AT&T common stock ~9.1~~5
100 shares Baltimore Gas & Electric ~0.1875
600 shares Chemtree 1.75
80.814 shares, Conoco 2 3/4
dividend .55 per share (record)
120 shares Duquesne Light
222.18 shares Enserch
ex-dividend .43 per share
305 shares Gulf Oi.1
dividend 190.62
125 shares Hershey Foods
60 shares Internorth
100 shares Interpace
425.99 shares PP&L
200 shares Textron
50.816 shares UGI common stock
100 shares UGI $2.75 preferred
200 shares Westinghouse Electric
dividend 70.00 (record)
150 shares PPG Industries
dividend .54 per share (record)
150 shares Western Bancorporation ~9.0625
110 shares Lone Star Industries J~7J7$( 6.8125)
5 units Dean Witter Reynolds Tax Exempt
Trust Series (Twenty--third)
Jewelry, furs and personal effects
Connecticut General Life Insurance
Policy No. 488928 (cash value)
Connecticut General Life Insurance
Policy No. 713313 (cash value)
(NOS. 25 and 26 WERE ON LIFE OF DECEDENT'S
HUSBAND)
L3.1875
q8.0625
'Ill. 4175
3.25
j,f;J.s, 6. 125)
3.3125
1'-7.25
~7.5625
31.I).Si~0 5/5)
'::s 1/4
'8.75
6.3125
ESTIMATED
MARKET
VALUE
6,429.24
17,586.94
400.00
4,525.92,
60,736.00)
2,018.75
1,050.00
5,071.08
44.45
1,582.50
10,774.07
0-2,629. 2~1
190.62
2,906.25
(2,167.50)
2,331.25
7,348.33
5,512.50
6,556.24)
2,325.00
5,750.00
70.00
5,446.88
81. 00
4,359.38..
(4,049.38/
698.00
2,825.00
3,344.51
6,113.45
'*'
DEPARTMENT
VALUATION
(OFFICIAL USE ONL YJ
.1075'1, /p y
14 ~ 3 j, 'f-'f
!l,11S:
I.s-.YI. to s'
)9 ~-o3,/o3
TOTAL THIS P,o,GE 1149, 923 5J).LL~ f J.r;: {):J J
~
I \~
(
STAlE
CAPITAL
SAVINGS
ASSOCIATION
ED
December 24,1980
DATE: Sue R. Dyer
DECEDENT: D.O.D.- 11-10-80
James A. u1sh
Attorney at Law
P.O. BOX 729
Harrisburg, Pa. 17108
* 004. 20_ 13489 PJl..!J\.."lCE AS OF DATE OF. DEATH $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ESTABLISHED
MATURITY DATE
ACCOUNT TITLE Sue R. Dyer
6,258.77
176.41
6,4~3.~4
*----
BALANCE AS OF DATE OF DEATH $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ESTABLISHED
MATURITY DATE
TEE PENALTY ON PREMATURE \UTHDRMIALS OF TERl"1 INVESTl-1ENTS
IS WAIVED PRIOR TO TEE INVESTMENTS RENEWAL DATE. TO ACT UPON
ACCOmlTS HELD IN &~ ESTATE WE REQUIRE A SHORT CERTIFICATE OF
CURRE~"T DATE; A DEATH CERTIFICATE ON JOINTLY HELD ACCOUNTS.
CONTACT US, FOR ANY FURTHER INFORlolATION"o , __: . V'
BY: /f:.lh!-7~<"';' /;/;~/ c.,../
, //' . /j -d I
/"''::.......;A--:?t..( 7t..,:'.'177" ~v.) t.J:2,-.:;o"..l
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....
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108.114 ~JORTH SECOND STREET. PO BOX 1861, HARRISBURG. PENNSYLV,\NlA 17105(717) 236.8252
FSLlC
--.----
...--.....
, I
,.,
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any tmnsfer of any material part of his estate without receiving
valuable and ade~uate consideration? (Answer "Yes" or "No".) no
2, Did decedent, within two years of death, tmnsfer property from himself! herself to himsel f/hersel f and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) ~
3. lithe answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following
information:
a. Age of decedent at time of transfer.
b. Copy of death certificate.
c, Affidavit by the attending physician indicating the state of decedent's health at time of transfer.
d. All other information supporting nontaxabilily of transfer.
4, Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) 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 "Yes" or "No".) 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 "Yes" or "No".) no
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".) no
6. II the answer to five b. above is "Yes," 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 "Yes" or "No".) no
8. Did decedent, at any time, transfer property, the broeficial enjoyment of which was subject to change, because of
a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No".) no
9. If the answer to eight above is "Yes," was the power to aller, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Yes" or "No".) no
.n......,.....
,~ . . .
INSTRUCTIONS FOR COMPLETING SCHEDULE "e"
. . '
Schedule "e" must Include all property, real and personal, owned by the decedent jointly with another
perty or parties es joint tenents with right of survivorship. Both tangible and intangible property are to be
included. List real estate first,
1. Describe all real property as Indicated in the Instructions for Schedule "A", Describe all personal property
as indicated in the Instructions for Schedule "B", Include the name, address and relationship to the
decedent of the co.owner (sl and the date the joint ownership was established,
2. Indicate the total market value of the jointly owned property.
3, Indicate the percentage of the decedent's interest.
4. Indicate the market value of the decedent's interest.
r '" 0 n ;J.o '" > ~
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REV.414 axt tHOl
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
m Original
o Supplemental
o Remainder
File Number
21-80-0775
Date of Death
Sue R. Dyer
November 10, 1980
Estate Name
Social Securi Iy Number
187-01-0792
I, lhe undersigned duly appointed Inheritance Tax Appraiser In and lor the County of Cumberland
Pennsylyanla, do ..spectfully ,eport that I haye appraised the ,ea\ and personal property as repartod In the laregalng
return at tho yalues lOt larth apposite oach Item In the last column to the right in Schedules "A", "S", "C", and "E"
. ,)
,l/f'r d" ) 11',r" h ,j " ;/
INHERITANCE TAX APPRAISER
REPORT OF INHERITANCE TAX APPRAISER
Dated:
April 20, 1981
INVENTORY
VALUE AS APPRAISED
I I ADJUSTMENTS I
CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
92+
Roal P,oporty (Schedule A)
Personal Property (Schedule B)
Jolnt.Hold P,operty (Schodule E)
Transfers (Schedule C)
s
None 00+
149 825 02 '0+
None 2lH
None 30+
$.1.4.9.,.825
40-
93-
TOTAL GROSS ASSETS
L... Debt. and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Llle Estote
o Annuity
ill!
FACTOR
PRINCIPLE
VALUE
CODE
\
FOR USE OF REGISTER ONLY
Tax on $
91QE.
COMPUTATION OF TAX
$
$
$
G%
15%
Tax on $
Tax on $
$-
Tox on $
$
Tax on S
Exemptions
Total Estote
TOTAL TAX
INTEREST FROM
BALANCE
TO
5
5
5
Leu Crodlts
OATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
S
+ S
5
=
5
=
+
INTEREST FROM
BALANCE
TO
S
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RECORDEr.'lIrrl:~I' ".-
INVENTORY OF REAL AND PERSONAL EST1W?~" '
Sue R Dyer "81 FER 10 p'j , "
)n t~l' Slatter of t~l' f:siatr of....................:.....,...............................,.....:........,:..,
. cumberland G!ti~M.
1 r Camn H~ll ' II C Ly ffliAKMVN <"tate - .P~~'tt.Slid'"''
ale 0 .............................................................10 1e oun 0 ....~, - "Ie, ,;,"
LI\, ..J ",'
Jnorntorll of the real and personal eslate which were of the above-named
,.. ".,.. ............",... ..."..' ..,........... ..". .,.,... ,..... ,..,., ,..,.. ,....,. ,...' .... deceased. Taken 1ij 1 o'iq~sed
Ihe .................. day of ............................19. (Date of death ...........................)
9
10
11
12
13
14
15
16
17
18
19
1
State Capital Savings Association
Account No. 002-20-13489
Principal $6,258.77
Interest as of did 170.47
CCNB Bank, N.A. - tax exempt trust
Account No. 310543-5
Citicorp travelers checks
InterCapita1 Liquid Asset Fund, Inc.
625.193 shares AT&T common stock at 49.1625
100 shares Baltimore Gas & Electric at
20.1875
600 shares Chemtree at 1.75
80.814 shares Conoco at 62 3/4
dividend .55 per share (record)
120 shares Duquesne Light at 13.1875
222.18 shares Enserch at 48.0625
ex-dividend .43 per share
305 shares Gulf Oil at 41.4075
dividend 190.62
125 shares Hershey Foods at 23.25
260 shares Internorth at 36.125
100 shares Interpace at 23.3125
425.99 shares PP&L at 17.25
200 shares Textron at 27.5625
50.816 shares UGI common stock at 30 5/5
100 shares UGI $2.75 preferred at 23 1/4
200 shares Westinghouse Electric at 28.75
dividend 70.00 (record)
150 shares PPG Industries at 36.3125
dividend .54 per share (record)
150 shares Western Bancorporation at 29.0625
110 shares Lone Star Industries at 36.8125
5 units Dean Witter Reynolds Tax Exempt
Trust Series (Twenty-third)
Jewelry, furs and personal effects
Connecticut General Life Insurance
Policy No. 488928 (cash value)
Connecticut General Life Insurance
Policy No. 713313 (cash value)
(NOS. 25 and 26 WERE ON LIFE OF DECEDENT'S
HUSBAND)
2
3
4
5
6
7
8
20
21
22
23
24
25
26
6,429 24
17,586 94
400 00
4,525 92
30,736 00
2,018 75
1,050 00
5,071 08
44 45
1,582 50
10,774 07
12,629 29
190 62
2,906 25
2,167 50
2,331 25
7,348 33
5,512 50
1,556 24
2,325 00
5,750 00
70 00
5,446 88
81 00
4,359 38
4,049 38
698 00
2,825 00
3,344 51
6,113 45
149,923 53
149,923.53
Appraised value of Personal property....,..,.............................,..,............................ s ...................
RECAPITULATION
Appraised value of real estale ............................................................................... S ...................
149,923.53
Total appraised value ..............,...................,........,.,........,........,..,....................... $ ...................
AFFIDAVIT OF PERSONAL REPRESENTATIVE
County of Dauphin ss:
.."....,.,..,..."."....,...............,.....,..,.,.....,..,."........,...."...,....,.................................,....,.............
c. Kenneth Dyer
Executor Sue R Dyer
Administrat of the Estate of...............,.....,............................................................,..,........,............,
deceased, being duly.......,....P.:<<Q);,U.........., ...........................,.. according to law. depose and say that the
iterlls appearing in the Inventory include all 01 the personal assets wherever situate and a\l of the
real estate in the Commonwealth of Pennsylvania of said decedent; that the valuation placed opposite
e,,'h item of said Inventory represents its fair value as 01 the date of the decedent's death; and that
decedent owner! no real estate outside the Commonwealth of Pennsylvania except that which appears
in a memoranllum at the end of the h1\'cntory.
....,......~...., and subscribed \
. ~'III
helore me tltls........,..,.....,................,day 01
.............~ ....),f.f,~".. ...... t 19,q,/,...
_g~,n,....:.......~~~...
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r;,. (01;,::.1-1..,1; ['" .... :.,: 3. 1'1'3'1
fo.",""';, ,I. v",:.." (""'V INSTRUCTIONS
..6~_:1.i,::;.:./..4.e7..tb....1.a/~:,.....,..
Eueutor' Admlnl.tr&i6r....mmH
22 No th 25th street
,.G:a.mp,..lLi~~...,l'.A_......l.7.D.l.l.,......"....".....""'"
Addre..
1, An In.entory must b. Oled wltbln tbree month. after appointment or per.on.1 rop",.entaU.o,
2, A eupplomentalln.entory muet be mod within thirty day. 01 dlsco.ery 01 additional a...ts,
3. Additional BbeetB ma)' be attached 0.8 to personalty or realty.
4. See Article IV. Fiduciaries Act of 1949.
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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" !Iduciary fees, funeral and burial expenses Including the cost of a burial lot, tombstone or grave marker.
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed, Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule.
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania,
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim tha 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.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent, Enter "family exemption" in the remarks column and the amount claimed in the amount column.
2. Assign consecutive numbers to each item listed,
3. Enter the date on which each debt was incurred and/or paid,
4, Enter the names of each payee,
5, Provide a brief explanation in the remarks column for each debt claimed,
6, Enter the amount of each debt being claimed,
7, The form must be signed by the person who has assumed the responsibility for paying the debts,
.-_...... - - - ~ ~- .,...... ~-.
dAlY.HazIK,"'" '>. .,,', .
\,~~1;:'.0':":,, ,~,' '! ': COMMONWEALTH OF PENNSYLVANIA
4 J~o,K 000480 ' , ' DEPARTMENT OF REVENUE
;1';", , OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
, """""
...
.
'II
II
=
II!
r-:
t' ,RECEIVED
" FROM
, ' a
ADDRESS
-
8,610.52
TAX AT 6%
TAX AT 15%
TAXAT_%
& wooddde
ESTATE TAX
Ba:dabl1 . pa. 17108
'--~f~T~I~~~ATioN:-tf~~--io:--19ao----------
,
TOTAL TAX CREDIT
COUNTY
Feb~.r 10 1991
SUB R. DYBR
CUJDberland
m
m
LESS DISCOUNT
PLUS % INTEREST
(FROM TO._l
430.52
FILE NUMBER
21-80-775
DATE OF PAYMENT
NAME OF DECEDENT
~-----------------------------------------
TOTAL AMOUNT PAID
8,180.00
'OSTMARK OATE
!MARKS: .PAID OM ACCOtmT-
RECEIVED BY
,
/," , .. J/ " '
->/~~:~IG~~~~;(//?'///
Register of Willa
SEAL
I
REGISTER OF WILLS
--------------------------------~
,
INFORMATION
To insure proper credit to your account, tho name of the estate and file number should be clearly print-
ed on tho check or money order.
This assessment is made in accordani;o with Section 708 of the Inheritance and Estate Tax Act of
1961 (72 P,S, S 2465.706),
To the extent thaI inheritance tax is paid within throe (3) months after the death of the decedent. a
discount of rive (51 percent is ellowed 172 P,S, S 2465,716),
Inheritance Tax, other than tax on 0 future interest, is duo at the date of the decedent's death end becomes
delinquent et the expiralion of nine (9) months after the decedent's death (72 P,S, S 2465.711), Inheritance
Tex on a futuro interest is payable within three (3) months nher the transfer lakes effect in possession and
enjoyment and is delinquent thereafter (72 P,S, S 2465.712), Calculate interest from the delinquent dale shown
on the face of this form to the date of actual payment using the following interest table:
------------ --------- ---------- --- ------------- - - --- - --- ---------- -- -- - ----
I 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 monlhs ,060
1 days ,000 17 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 ,00066 14 days ,00237 24 days .00403
5 days ,00065 15 days ,00250 25 days .00420
6 days ,00101 16 days ,00267 26 days ,00437
7 days ,0011 6 17 days ,00264 27 days ,00454
8 days ,00135 18 days ,00301 28 days ,00471
9 days ,00152 19 days ,00318 29 days .00466
10 days ,00169 20 days ,00335 30 days ,00500
- - --- ------ --- ------ - --- - - - - - - - -- - - - - -- -- - - - --_._- -- - - - - --------- --- ---
Any party in interest. including the Commonweillth and the personal representative. not satisfied with
the assessment may object thereto within sixty (60) days after receipt of this Notice as provided by Section
1001 of the Inharilance and Estalo Tax Acr of 1961 (72 P.5, S 2465,1001),
Make check or money order payable 10:
"Register of Wills, Agent"
Mail to the address listed below:
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Rcc-n 1;-681
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
I REGISTERED IN THE NAME
L OF A RESIDENT DECEDENT
, c,cc__,... _, ..,,"'__ ..,__ __ ' ,,___,L,__,
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
DATE
3/20/84
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby mode lor coosent to the ',ansler 01 the lallawing securities of 0 Pennsylvania
Carporalion or 0 Nolionol Bonking Assaciolion locoled in Pennsylvania:
(a) 305 shs. (b) Gulf Oil_:r:~ora~c~?c~____.._n,_c_----(c) common
(NOTE: In describing securities enter in (a), ab Ole, either the number of shores of stock or the face amount 01
registered boods, in (b), the nome of the issuing company and in (c) the class of stock or the stated Inleresl rote
and malurily dpte 01 regist/ed 7bonds.)
6/12/72, 6 21 72,
ISSUED ON 9/18/80 , and hoving 0 TOT AL MARK ET V A LUE OF S 12 , 62,~,~_~
(Oa'.) Sue R. Dyer 11/10/80
as 01 the dote 01 death of the decedent, ,,_,_,______, an_,___
(Name of Decedent) (Date of death)
who was laic of 22 North 25th Street
(Street and Number)
Camp Hill Cumberland PA
~--_._---_.~--- .._--
(Post Office)
(Coun1y)
(State)
The securilies are registeled os lollows:
Sue R, Dyer
~l!:JIl~~)
EXECUTOR )
(Nome or names in which certificatcs arc rcgi5t~red)
22 North 25th Street
Camp Hill, PA 17011
(Addrus 5)
C. Kenneth Dyer
22 North 25th Street
COUNTY FILE NUMBER 21-80-775 ADDRESS OF APPLlCANT~ll\lU!iJ,L~_--POl1
BUREAU FILE NUMBER SIGNA TURE OF APPLlCANT~~ ~ ~~lJ..:;-W:r~
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICA1JO~~L NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
C. Kenneth Dyer
(Nome)
NAME OF APPLICANT
DATE
I hereby consent to the tronsler of the above securities now registered in the nome of the aforesaid
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
Decedent and waive the liIing of 0 certificate cerlilying to the payment 01 the transfer inheritance tax to which
the property of said Decedeat is mode subject pursuon::o tbe provisions of Ibe Act of June 20, 1919, P:L. 521,
os amended and tbe Act 01 June 15, 1961, P,L, 373, os amended, This is also in accordance wilh the provision..
I:;
of tbe Act 01 April 9, 1929, P,L. 343,
This Consent to Trunsfer tbe herein desc:ibed property operates oaly ia reference to the estote of tbe
above-named Decedenl.
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Signed lor tbe Secretory 01 Revenue
By _ '-rn.A:"'d-__C~ilu'.L(d----
lJ. (SUno",")
R I} ,~pl.:b., ". H' _(i-!:':1_,4dc~...p__-
(Tillel ..,--~, (County)
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I am the attorney of record for the es-
tate or the transferee shown on the
front of this form. I do hereby person-
nally guarantee the payment, within the
time prescribed by law, of any Pennsyl-
vania inheritance tax which may be due
on the transfer of the securities listed
hereon for which a consent to transfer
is granted.
(Signature)