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Home My WebLink About81-00041 No, 21-81 PETITION FOR PROBATE OF WILL AND '11 ' Y LETTERS TESTAMENTARY in the Estate of IRENE B, M)FFI'IT , deceased, C. Lewis To \ Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania, IS Petitioner(s) ~ the execut...I.ix __ named in the Last Will and Testament of Irene B. Moffitt dated Decedent was a citizen 0f the United States and a resident of ~ Borough, Cumberland County, Commonwealth l-llf-71 Camp Hill of Pennsylvania, Decedent died on Thursday the 20th A. D, 19~, in the County of Cumberland Pennsylvania at the age of g7 years, ~ ~ her Decedent has not been married and has not had children born to ~ since the execution of the above described Will. Decedent was possessed of personal property to the value of approximately 6.000 and of real estate to the value of None as near as can be ascertained; said real estate situated as follows ~ Therefore, your petitioner(s) respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon. Dated Nov. 26, 1980 /l" , 1. /'7 ,-:-/- Name and address//C-!C'z.c/,_/ui~c '/ /LI~L'[t:c, of Petitioner(s) ~_Ir~ne Moffitt / I ,1);/ / -.? 1--:, ;{.,~-r r/J",.-pJ.b..v~ ~..,rj~-I4 (Q/L.:r. 432-0 2- I COMMONWEALTH OF PENNSYLVANIA f ss COUNTY OF CUMBERLAND MARY IRENE illFFI'rr named in above application, being duly say(s) that the statements set forth in swm according to law this petition are true to the best of her knowledge and belief, Rmm and subscribed before .I),; ,I /'.1.,., I ,".,.-,/ /,I,f~ (,,,-1.,(;'1 //i.('7'-/c,Zc Mary Irene Moffitt ' me Nov. 26, 1980 , , 'c%JtJAu (J, ~h"...J.. ~~ Register I &Iv Mary C. Lewis V' Filed; January 19, 1981 o:?l.;.fl-~1 II-Icf~'~?... Attorney: ctg ~ Thomas A. Beckley /n7 'T"~ ;(.4 0 I'/{.'., iL'j ~ ,od S/.,-.' ~ (Jll ""'. "- I ?ll, l~aHI~lh"",>-" ('fl J7/og, ,'.' \~; \~ .: ..,.;, "". N c.,c.,. C,:'. \-\ ~,. 15::: ~,)g "-,- c. ~. \C ~O 6~- <..-, w:.u N ~=:t Or- E; ",...J ",,,, . 0:; 0- :z: 0", (.)'" 'm ....w "'1: ",,'" C> "'::> ~ ~u <, . , ,", '- . . (, " " ",'. LAST WILL AND TESTAMENT QE IRENE B. MOFFITT I, IRENE B. MOFFITT, of Mechanicsburg R.D., Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this 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 Executor out of the property passing under this Will, which is not specifically devised or bequeathed, as an expense and cost of administration of my Estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax paid by my Executor even though on proceeds of insurance or other property not passing under this Will. ITEM II: I hereby exercise all powers of appointment which I may have at the time of my death in favor of my Executor, and all property subject to all such powers of appointment shall be included in my Estate. ITEM III: I give and bequeath my Governor Winthrop desk with glass cabinet top which I purchased from the estate of her aunt to PATRICIA (MRS. DAVID) SHATZER, of Altoona, Pennsylvania, if she survives me. Page 1 of 4 pages -, I' 11 '11 \\-". l,_ I / /l....!... 8;7,7 . '. ,.... p', ., .a;. '" , '.' :, ITEM IV: I givc and bcqucath all of my houschold furniturc and furnishings. automo bilcs, books, pi cturcs, jcwclry. china. linen, silverwarc, wearing apparcl and all other like articles of houschold or personal use and adornment, not previously specifically disposed of in this Will, to my daughter , MARY IRENE MOFFITT. ITEM V: I give, devise and bequeath all of the rest, residue and remainder of my property, real, personal and mixed. to my surviving issue, per stirpes. ITEM VI: In the settlement of my Estate, my Executor shall possess, among others, the following powers: (a) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my Estate, any or all real or personal estate or interest therein, whether owned by me severally or in conjunction with other persons or acquired after my death by my Executor, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, 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 sales; also, to make, 'execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary Or desirable in carrying out any of the powers conferred upon my Executor in this paragraph or elsewhere in my Will. (b) To pay all costs. taxes, expenses and charges in con- nection with the administration of my Estate. My Executor shall pay expenses of my last illness and funeral expenses. Page Z of 4 pages. .Y 73, 1l!1... ',' ,.. . ,'. . " .1'. :,:'1-' ~:.~ i I , I , cO o "~ "'n C)O ;.}.;~ -.je) ~.1 t"I1 "':-:0 ~::") .:.-'1 --'.'q _.:.,S ;'~1 . ~' l , 1: -, , , .~ ~~ ..... " ,.j " , , "., :1 ,) -- t-< I!i Z M W I'; <0 ~ ~ 0 ~ t-< "l " t-< Q ~ , W UJ H ~ 0 W W ~ ~ Z z . ~ 0 , t-< ~ (I,j ..J " tIl 0 ;.J C1 ~ > , 0 . ::E ~ < tIl m . . Z , ~ E< m z , I < -0; 0 > Z w ~ 0 E1 w w W m ~ z a. . I ri o-l ~ , , ~ tIl . . o-l W .. 0 Ii 0 H Z f~ ~ ~ W Z ~ . ~ , W '" <: ~ ( 0 m , " tIl 0 t-< ~ ~ tIl tIl UJ H '" ~ j '" ~ ~ < r.1 :r .. '" tD , J , t. . . .. OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA } 8M: COUNTY OF CUMBERLAND This ..........~~.~~.......................................................... day of ............~~~.e.~....................................... A. D.. 19~Q..... before me .................~...9.,...~~........................................................................., 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 .....?:\1~.~...~:...~c:~~~1..:::::~...{J.:...~~~.':'::A..O'.'...~.~.~~l~.J..~...................................................................... .................................................................................................................................................................................................. the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of ..................J);'mJ.g..~.....!t#;i,t.t;:............................................ ........... ......................... Dated ........... J::Mt.:.7J..................... late of ...............~.@.IP...!:I;n*-....................................................................................... Cumberland County. Pa.. deceased who being duly .....~5?~.................................. according to law. depose and say, that .....~~y..~,~?:~.......................... present. and saw and heard the testa...tr~.......................... ...........I):~!1.~...!3:...~ffi,~.~................................................ sign. seal, publish. pronounce and declare the said instrument of writing as and for h.~J::............. Testament and Last Will. and at the time of so doing .................!lh~.......................................... was of sound and disposing mind, memory and understanding, to the best of ...........!;~J!........................................ knowledge, observation and belief. ...................~9.~........................ and subscribed before /2' "/-,-r--) //' 1//./ // -'~ /' .;<~s...A":::~c'fI~.................................... %.......................................................................................... {;' ]i:1iii'8l!.! !9. "'jLI~ll .............~~.r4~..~.... Register. ............................................................................................ AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA 1 ~ H~: COUNTY OF CUMBERLAND I MARY IRENE MOFFI'IT . . ......................... ...................... ......... ......... ........ ................. ........... ..............,... ......... ........ ............................ .......... bemg duly ....................!l!:I.9.J::I:L................. says that as nearly as can be ascertained the said decedent ............................................ ....................................r.r.f?IlE!..~.:...~~.f.~.t.t............................ ..... ...... .............. ......................................................... died on .........IJ:1~~~y.......... the ......~~.0...............u...... day of .........u~()~~......................................... A. D.. 19..8.Q.., at or about ..............2:.15......................... o'clock,~... M. .....................Sx1Qm........................... and subscribed this .....................fp.!;h........................ day of ..~~~E.... 19....~Q.. before -"1l(~e.4~ ..'),. " ,')/'., -o.-r-__ . (('f< \. !: .it.:" ,Ii /",.;(.(c. .. ..............1.. .t1iry..Irene..t.iO'ffitt".......... ..................... . . OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA~ SS: COUNTY OF CUMBERLAND Before me. the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally came ....................,...MAR..X..~~..!1lF.f.);TI.............................................................. who, being duly ...J!WOID..............., do ~L..... depose and say that as .....~.9.\!J;);'P\................................................. of the last Will and Testament of .....................~..13.. ..Wff.J:'IT............................................................... deceased ..................l?ro.................. will well and truly administer tbe 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. .........~!:!.I:............ and subscribed before me. ................J'!9.Y.,....?!?............................. A. D.. 19~9..... R.?!l1U:Jj2.~~~......m..- I I I; /)- . Z;L .....:.../14iJ:,fi~~~{,~~ti't/?t;(-(~:..:............... ............................................................................................ .,,; ~i " (I)' ~ CI\ 1:: .... " Q '.. ., I.L --'- L ("0.' -- 0 '<1': c:" 5: v,c..,- (I): 0, :;S;" *: i....-. ". c:.. x::- N u-J f:::! ,:. ~..- . .J "J~ :>- 0::" -" o!1l co Ow H: ~ ell! a: . % 'm .J ~\ Oc, ~....... ~! Uw ",.- w'" - ,. :it'" g ,'-' - ~ ~\ t'! ,...i . '-' ~ ., ~: !!l! c::O ~ .5 c! . i .,; r-i ftI: " ,-j ~ .,; N! ~\ ~ (I)' C\l 8 *i .f:! ~ ~ .,; ~ << .,; ~ ~ ~ " ~ << p,. ~ DECREE . 19th Jama ry 81 Be It remembered that on the .......................... day of .........................................................., A. D., 19......... there was probated and recorded the last Will and Testament of .........~.~.e..n.::...~.:...I.-1.o.~.f.~.~.t..........................................., late of ..........~.'7.nl!?..I.~~.~.~.............._............................................ Cumberland County, Pennsylvania, Deceased. Letters Testamentary Ioiary Irene Moffitt .................................................................. were granted to .. .................................................................................................. Witness my hand and official seal the day and year aforesaid. ~ .............<::!!f~{?7/j~......(!:.,. < ...':'..~.~.~ 7/: .............. . Register. . '. . . , '.... ." PRINCIPAL RECEIPTS Inventory Filed $27,621. 67 Per copy of Inventory attached Subsequent Receipts 11-28-80 Medicare $241. 60 Pemsy1vania Blue Shield 150.00 1-12-81 United Hethodist Hanes - Refund 360.00 CCl\mty of Cumberland - Death Benefit 100.00 2-11-81 permsy1vania Blue Shield 2.40 3-27-81 Capital Blue Cross 7.00 4-16-81 Capital Blue Cross 25.65 12-29-81 David Carr Insurance Agency - Refund of Premium 19.00 TOTAL PRINCIPAL RECEIPl'S PRINCIPAL. DISBURSEHENI'S 4-27-81 Cowley Associates - Medical Servides 849.00 6-22-81 Holy Spirit Hospital - Medical Services Holy Spirit Hospital Radiology MDS Laboratories Hyers Hall Funeral Hem; Bell Telephone Company Pa. Dept. of Revenue - 1981 Fiduciary Tax Internal Revenue Service - 1981 Fiduciary Tax Register of Wills, Cumberland County, - Inheritance Tax 17.85 272 . 00 15.25 1,292.00 59.48 8-8-81 57.47 301. 00 1,365.02 $4,229.07 -1- 'l"': '/0- "-0 U:>(R .J.U"- t .\,;L v0 905.65 $28,527.32 - . , 8-8-81 Reserve Am:l\mt for Beckley & Madden for: Register of Wills - Probate Patriot-News - legal Advertisarent """- Cuzroer1and Law Journal - legal Advertisement Counsel Fees Hary G. Hesser, Register of Wills, Lycaning County Witness Closing Costs 29.00 51. 57 18.00 1,875.00 5.00 100.00 Reserve Am::nmt - Mary Irene M:Jffit - Reinlbursement for: Centre Hall M:Jving & Storfl,ge Headstone 329.19 48.00 TCYl'AL PRINCIPAL DISBURSEMENTS PRINCIPAL DISTRIBUITONS TO BENEFICIARIES Keystone B-4 Fund 8049-635306 1,721,042 @ 7.42 per share Household Furnishings TCYl'AL PRINCIPAL DISTRIBUTIONS INCOME RECEIPTS 1-12-81 Interest - State Capital Savings Association 191. 04 1-12-81 Interest - Harris Savings Association 168.05 7-3-81 Interest - Harris Savings Association 165.73 Interest - State Capital Savings & wan Association 191.04 12-29-81 Interest - State Capital Savings & wan Association 191. 04 Interest - Harris Savings Association 168.51 TCYl'AL INCXME RECEIPTS '. ,- I ,.. ,. , li~,~~ lU~"': r;,:I: ~;j.l -2- $2,078.57 377.19 12,770.13 1,000.00 $6,684.83 13,770.13 $ 1,075.41 MARY C. LEWIS Register of Wills & Clerk of the Orphana' Court JERRY R. DUFFIE. ESQ. Solicitor OFFICES OF iRtgister of lUlls nnb C!rttrk of tift (@rp4nns' (!tourt Q!nuntll nf Q!umberlnnb COURTHOUSE, CARLISLE, PA 17013 December 22, 1980 TO THE REGISTER or WILLS IN AND FOR LYCOM nr: COU'<TY IN THE MATTER OF THE PROBATE OF TI~ LAST WILL AND TEST.~/E~ OF: IRE\1E E. FOFFITT In pursuance of the Probate, Estates and Fiduciaries Code of 1972, Section 3154. you are hereby Comn:issioned and Deputized by me, to take and receive the affidavit of one of the subscribing witnesses, C. Edward S. Mitchell. 3l;//~~~ -~" ~~J__ ~,-r;y . LewlC:-.Y"' Regi ter of wills Cumberland County, Par Invontory of tho roo I and porsonol ostoto of Irene B. Moffitt deeoo.od. 1. Harris Savings Association, Harrisburg, PA Passbook Account No. 1-20646 6,124 00 2. State Capital Savings Association, tWocrisburg, PA Certificate No. 001-20-21348 5,146 89 3. Dauphin Deposit Bank & Trust Canpany, tWocris burg, PA Checking Account No. 61-16-483-6 1,564 58 4. Dauphin Deposit Bank & Trust Company, HP..rrisburg, PA Trustee under Will of Herbert Moffitt EI No. 23-6292461 Accumulated income to 11-20-80 1,016 07 5. Keystone B-4 Fund 8049-635306 1,721,042 @ 7.42/Share 2,770 13 6. Household Furnishings 1,000 00 TOrAL 7 621 67 Sfd~ o.f? D h;'" COMMONWEA~H OF P~NNSYLVANIA - )....u.., It i') COUNTY OF C MBERLA D } 55: _u.__liarYJl:~e_tiOffitt_ being duly sworn accerding to law, doposes and says that she_j.s_the___n_ --- Executrix _____._______ of the Estate of Irene B. Moffitt late of ____MechanLcsbl1l:'g.n. __ ..__.__._.n' mm _ _______, Cumberland County, Pa., deceased and that the within is an inventory made by _~rene-l1oJfit~__ ___ __" the said Executrix of the entire estate of said decedent, consisting of all the personal properly and real estate, except real estate ouhide the Commonwealth of Pennsylvania, and that the figuros opposite each item of the Inventory represent it's fair value as of the date of decedent's death. 5'"'-'<:>.,,", and subscribed before me, v~~~~ Executor . ~ Mary Irene Moffitt Av'J \J d" 13 19 81 -;;:r ,'::Jfr /~ ;,- MARY KAY GEIGER / NOTARY PUBLIC . STATE OF OHIO MY COMMlSSION EXPIRES OCT. 9.19U Date of Death 20 j Address November lY80 Month Year D.y INSTRUCTIONS I. An inventory must be filed within three months alter appointment of personal representative. 2. A supplement inventory must be filed within thirly days of discovery of additional asseh. 3. Additio~al sheels may be attached as to personalty or realty 4. ; See Arl:tcle IV,:Fi~uciaries Act of 1949. ',.' ~ c: 0 v; "- ..' l..~l ' "'L ~', C " c:.: N . --, liJel' Sd~ ~)~ ;;:! 0'0.4 (,:)w O:V. cc 0(5 'lD u"-' ~:i~ l:'!o:: - u,=> fO -'u u >- .,; w ~ ... ~ ~ '" ... ~ w ~ ~ l1. J.J u 0 0 VI J.J ~ .. w '" w ....1 C l- I l1. U. :tl .; z ... ..J 1 u. ..J <{ 0 ~ l1. W 0 <{ w ,,:. > Z '" . Z 0 c C I:Q ~ ~ VI Z 0 0 '" j U Z w <{ l1. ... c ~ ~ " 0 ~ ..a ... ~ E . ~ ~ ~ ...J U LL COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' r /;/// / . />;'$ // DATE COUNTY FILE NO: " I ESTATE I, , TO: ,i,'r'-;..f .J.' , /'/ /'". . (' " /"? /' ,/ FILE NO, COUNTY :( : . /, i/',:'." I f ". /~ .(/.-,' ,'- I JI. F.t:~,..___ -/ r',.- / '/ / . , ;,t,' I')' DATE OF DEATH .;1,-/.' ,('/,' ) (_I,; ('t~_,_/"...(,I 7.,/ / Appraised Value of Estate: Real Estate Personal Property S + I ,", I, " + " j [ $ .' f r I / .. ,"I Jointly Held Property/Transfers Total Gross Estate "/ 1/ Total Approved Deductions $ 'I /< ,,' ._ .~; Clear Value of Estate -,_._._-"-~-- Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax s " _~' "/<; :; Amount Taxable @ 6% Rate s .//~. tax due ~ ;' :;// " ~. ... ".) Q /t:"./ . 1.1.-;,;" / Amount Taxable @ '5% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE s ';,; (; -:5'~ '.') ,/~ / ,.. ,.. * ,.. ,.. ,.. A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT ( . X-I 1-!: I ~ /"//l"""',..- + ~ / /r.' ... (,_ ~ I s s = s -:~:'1- ~i -~("'.;.:.: + = + = Interest accrues at the rate of six (6) percont per annum on the unpaid balance of Inheritance Tax from to date of payment. Into rest due if paid by is _ .' J ' ~ >.":/,'. '/ ; ; /:;.,:..,l,G BALANCE OF PENNSYLVANIA INIiERITANCE TAX DUE Assessed by: ,'.,/ ',., " /' , . . .,,'}/,,(.'1' ,,-t~.L_J Sue InlOlm,lIien en Reverse Sido Agenl~OflhO cO,m1n~,~hh ' J C_-4I'/<...,'.,.{ L f/ I " REY.411!J (11.781 ,,);' x/ l/ STATEMENT Of' DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN TNE SUM OF I 1/:1'7/, "3 'I . DAT~_ PPRDVED{Vf't. / I'1fl //1 / v ' @,/. J " . OFF ICE OF THE REGISTER OF WILLS OF Cumberland COUNTY AND AGENT OF THE COMMONWEALTH ESTA TE OF Irene B. Moffitt LATE OF Mechanicsburg. CUllberland County I I DATE NO. OF NAME OF PA YEE REMARKS AMOUNT VOUCHER 1/19/81 Register of (vills-Cumber. Co. Probate, Short certificate 29 00 2/18/81 Patriot-News Advertise Estate 51 57 Cumber. Co. Law Journal Advertise Estate 18 00 3/24181 Myers-Hall Funeral I-Iom= Fillleral Expense 1,292 00 M=v Arm Moffitt Headstone 48 00 12/81 Centre Hall Moving & Storage Remove furniture from apartment 329 19 4/27/81 Cowley Associates Med. Expense of last illness 864 00 6/22/81 Holy Spirit Hospital Med. Expense of last illness 17 85 6/22/81 Holy Spirit Hasp. Radiology Med. Expense of last illness 272 00 6/22/81 MDS Laboratories Med. Expense of last illness 15 25 6/22/81 Bell Telephone Outstanding telephone bill 59 48 BecklE!Y. & Madden Attorney fees (est.) 1,875 00 Total 4,871 34 , , DATE OF FILING APPRAISEMENT t.j - .;< ~-..,j I DATE OF DEATH November 20, 1980 COMMONWEAL TH_~P PENNSYLVANIA I COUNTY OF l~v",.., 1<)11, SS, I, MARY IRENE M)FFITT HEREBY CERTIFY, THAT TO THE BEST OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF IRENE B. ~rlFFIIT DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. /' ~ h, , / / ~ ~~ ~ (L.s.) SWORN AND SUBSCRIBED BEFORE ME THIS / :3 DAY OF ~ I11FFI1T , Au Slvrl 1&.1. . /")7--r->'~1:=Jy:~ / "'XJ.,/' ...... MARY KAY CmGER NOTARY PUBlIC.ST'IE OF OHIO MY COMMISSION EXPIRrs OCT. 9. "8< '. RCC~:J3 14~731 , ..;))-.>1/-4/ *' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF IWVENUE BURE,\U OF COUNTY COLLECTIONS 'MPORTA~T, RE510E~T OECEOE~T COUNTY OF Cunberland Loto of State of County of ~ Decellent died - _.~....-"- .._-" - Thill rctuUllllllst hl' completl.'(\ ill t1cluilllllll fih'll ill duplil:Ull', with III111tlltchctl, with ll\l~ ltcl.tistcr 01' Wills of lhe County wher<' dcce,lent "'"ded, 1I,.""n is d"e ""h,n 'Ill'" ",,,ntllS ar"., dnte or denth, nnl"s '"' esteos;on is g,nnted by the Sccfelury of ltC\ll.'lIt1C. (ScCliun7tlJ IIlthl' Illlll'rilalll'c lItllI E!'lllll~ Tux AClor 1%1.1 - IN TilE MATTE II 01' TilE ESTATE OF } AI'I'IIlAVIT OF Mary Irene Moffitt ___' EX,..CIl'I~~ t\1)~1IN1STRt\T(m County Irene tl. Moffitt ISTATE FULL NAME OF DECEDENTI Cunberland.----------- ' -}", Exceu~ Marv Irene Moffitt ",--.'. of Ihe allote al the obovo.namod docedent baing duly swo'", dapose and say N"ut:JlTlhpr (MONTH) ~ ~2~>;: 1'1,80 '0010" 'oo::;.!'" 1,05t will, copy al which Is hOlolo ottoched, } {oA~., ;tt::Rl ,~--;J.!../..."/'; - c: _~~a'i1M.ciist~ Esquire, eck1ey & Madden ~.O. Box 877, Harrisburg, PA 17108 / Nome and oddreu of ottarney or alher authorh,od reprelentatlvo to whom 011 correspondence should bo moiled, That as such EXecutrix depuncul is familiar with Ihc affairs of said cstale allll Ihc propcrly conSlituting \ EX ECU TO R~ ADMINIST R A TO Rl the assets thereof and their fair m.lfkel valuc. That atthc time of death Ihere was IHI safe dcposit ho' rcgislcrc<i in dcecdcnt' s illllil'idualnamc, or jninlly with, or as agcnt or depoty of annthcr, or in dcccdeot's iodividual namc, with right nf accesS hy annther as agent or depoty, with the exceptiun of the following: - NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A S.~FE D.EPOSlT BOX n:n~l\;n nppn~ir ~-nk 1--l::l'1'"'t"'; en' 11'"g, l'A THIS SAFE DEPOSIT SOX RENTED IN NAME OR NAMES OF - u_. REL.ATlONSHIP OF JOINT HOLDERS TO DECEDENT Ir B. Moffitt That the contents of said safe deposit box. or box.es are itemized under Schedules of this return, with the eseeption.of the following, for the reasons hereinafter set forth: Hill and personal papers only. That Schedule A attached hereto and made part herenf sets forth folly and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died havint\ an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real praperty nt the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record Ihereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all mnneys left by the decedent atlhe time of death, whelher in decedent's immediate possession, slanding to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separaldy the accrued interest thereon, if any, down to the last inlerest day pri,,, to decedent's death in the case of savings bauks, and to the date of decedent's death in all other cases: all bonds, pOSlal saviiigs, treasury certificates or notes aud other evidence of indebtedness nf the United States to the de- cedent; all obligations, whether by statutc or agn.:el\\l'llt they arc de~ignated as lax free. of the United States, or any state, or political subdivision thereof, or of aoy foreign country. which arc owned nt Ihe time of death; all wearing apparel, jewclry, silvcrware, pictures, huoks, worb of out. household furniture, horses, carriagcs, automobilcs, hoats, and any and all olher personal chattels of whal!'llcnr. kind or nature, Icft by deccdent, together with the fairly estimated markel value thereof; all hnnds aod mortgages held by decedent aud of all claims due and owing. decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent dicd possessed, of whatsoevcr naturc, with interest thereon, if any, giving the face valoe and estima,ed fair market value thereof, and if soch estimated fair market valoe he less thnn the face valuc. it sets forth hridly the reasons for such depreciation as to eaeh item; all moneys payable to the estate from life insurance policies carric,d by dcc!:dcllt; aU annuity and cndowment contracts the proceeds of which were p;IYilhle upon the death uf the decedent; all and the corporate stocks and dividends due thereon and unpaid as of thl' .1,11\' Hf dL'Ollh. honds and accrued interest thereon 10 the date of decedent's death and other in\'csll1ll'llt ..\'t'III.LI.'~ p.\lInl by the JCl:edent at the time of death, with the market \'alue there. of at such time. 111 till' l'IlS(' nj' Sl'l'lll'll.lt'S 01' l'lnsf' or l'urllll.r I'Or'plll'IJllnl1s, lIlt' \'lIllll's r'''pIlI'tl!r1 111'1' liS I'lll' liS I'O!iSil.II' ',llhStllllll/ltl't\ h,\' 1'IIlltrwlul sllllf.'11l1~IlU.; lfl' I,ll" t:OI'IHII'IItloIlS, ~11O\'i11l~ Ihl' ItS~il'l!i /Lnt! Illlblllllps Illl'l'l'OI' liS 01' 1111' dlllo 01' d"ll1,Il, TIll' ~wlll'dllll' 1I1sf) s.'ls f'ol'llt IIII' Intl'/'I'sl. nl' dOI'pdl'll! 'II Iii.. IIIU" 01' Ih'ltth llr !lllY I'Il-I"lrllll'rshlp 1I1' 11\JsIIIPSS, '11lI1 III SllppOl'1 01' lIlt' \'1i!1I" oj' slwll Inl.!'r'!'s!. 111"1'" I~.; 1IIIlIl'Xf'rj 1.0 snit! sl'lLl'dlllf', 1'11J111l1!11I1 slnl"I1I1'llls slIo....llI~ 1I11'/lsspIs IIlId I lllhlllt I..s Ill' sllld l'U-PIlI'llIt'I,..hlp 01' hllslul'ss. 1\ l't.I'Y"1' 1111' l'O-PIII'IIIl'I'slllp ILl~I'l'l'nH'llt, (If' fll'/II. It sll1t"nr"lIl. sl'tt.lng {'orlll 1111'11111,111'" 01' Ihl' df4I'''PJlll'ld) 10),,"111"1' ..1!1l It sl.nl.pIlll'1I1 s..IIIIl~~ 1'01'1./1 lltl' l'hHI'II/'I.I'I' of' 1111' hIlSllll'~iS, lIs lor'ull"'l, IIltrl slll'h lllllt~r' 1'1lf'ls j'''I'r",,'il.L'; III till' Illls111l'SS liS rl111.\' lip P"I'I. 1 11"111 10 h 1'1111' II lid .lust Ilpprlllslll 01' ,III' dl'l~pd"rrl,ls Ilrl'~l'.....t 1111'1';-,1111",1--1 h,'SlIllIIlIII"t!. It. shollld ulsn Sl't 1'01'1.11 In 1l.l'lIllZI'd 1'01'111, I{),~pthl'r 1'1'11.11 l.lr'~ 1'1111' lI1urkl!l \'/11111' Illt'I'P"!', .tll~' nUll'l' pr(lpHI'I.~' OWlll't! or IlI!qlll!lIllrl!d hy IIII' d"I~I'dpI11 III 1.I11! I I lilt,' of' tlPIIt.lI. 'l'lrl~ ,"c/l",fulfl C ntllle"I'd Irl'l'oto nl1/1 mildI"' I'lll'!' IU'I'I!IIf' sl.'I,s I'lIrt.h II 1.1'111' ILI\SI'o'I' I' 1.0 Pile" Illllllll')' cnnl.lll'1j'.1 tlll'I'I'1111111411111.111' l!nst~()I'I.I'l\l\sf'l!rSlll'I'I'OPPI'I,~', rl!ul nl' 1'I~rsnl1lll. wlttlln IWI) YI!lll'S of' 11t!l:I!dt!IIt.'... dHlllh. In j'olll.l'mpllltlllll 01' dl,'I~f'd/'l1tls df!/It.I1, 01' IIII,I'l1dl'd 1,0 I'IJ.:IJ 1'f'I'I'I~1. III po~,s'!ssloll 01' 1!ll,IIl~'l1Il'll!. lI! Ill' (Irt.f'I' (11'1t1.11, sllltI :ielll'dulj' St'l.s "01'1./1 till! IInttll'l! II III I \'111111' 01' Slll~il I'J'Oll('J'''Y. 10 wl,om 1I'IJIIsl'l-'rrf.tl, t.he I'C 1111. 1011<;11 I P fit' l.Iw trllllS f'erees to t.ht' dl!Cf~lltm I., 1111' Ifropol'l.lllllll!.l! Shlll'l~ I'nep 1 Vl'd by p./lell I.rlllls 1'I!r(~I' 111111 nIl otlJl'r ruet... nr II parl.lnl'll,1. JlII!.llrt. rl'gllrdllrg SHill 1.1't1I1Srt~I'S. III I.III! f~ns" Ill' !.I'IIIlS!'I!rS IIl!.owled III tnki.! "fl'eot. III possossion 01' pn.lnYlIl1ml. ILl. fll' III'I.I~r !Ielltll, 1111.'1'(' Is 111s11 111,1,llr~h.~d I./J thl! Selll'!1I111.' /I eo II)' of' tile 11t~l'tf, trllst, II~rl!CmHllt fir {ll.lll~I' Insl.rllml"!llt I~relltlllg Url! I.I'llSl. '1'111'1'" Is Illsn snt l'orl.l. In SHill scILnd1l1n II list. of' IlIl prnpt'l'l.y, rl.'nl 111111 IWI'SOIlIlI, \\"11.11 Its \'1l11ll~. II'Ilidr pllf.SPS Ill. deeot!t'I1I,'S dl!llt.ll 11;-,' vlrt.u!! of' tIre l~xU1'clsc hy c1ccntlellt, elUl<'r 1J1lllvldllllll~', ol',jollltly wltll 1l1l0t!lt'r, 01' ll11r pllwnr 01' 111'1'01111.- ment v('~l.f~d Indeecrlcnt., ellhl~r Illlllvlfillltlly 01' .I011ltl~', hyUlf~ Will, dnf'd, fll' oUH'l' IIlSI,I'Ul11('llt 01' ulint/wl', \t,lth II l~o}lY of' t.he JnStl'llllll'lIt (lrf!IlUIIJ!; sucll )lflWf'I' Itl.tIlI~I1E'd to UII' sellf'dlllf~. Thllt Sc/l€'dule D Ill,tllclwd h('I'et.o IInd mlule purl. Iwrenl' spts "o,.tll UU"! nlll1l('R /tlld Ilflrlrnsses of' It"!] Jlersons j,('llcf'1cllllly 11Iteresteil III this esllllc Ill, tlr/> tlnrlJ 01' dl~Cndl'lll.ls !1t.!lItll, UII~ 11I11.1Ire oj' 1,Ileir I'{!S- pcel"lvl! 1lLterests, t.helr rcllltlol1shtp, if' Ilny, to t.1l.~ docpdelll, l.og;nt.llol' wll.h tile ngos lit, t."l~ UntO of' c1ccl'dell1.'s denttl of nll minors, Ilnnll.ltllllt.S 111111 hl~llt!I'lclllrlt~:i 1'01' ~l"(' 1111deJ' c1t~corll?ntls Will. It Illso cClut.lllns Il stlltlm,cnt shu.....ing; which or t.lle hCllcl'lclllrles IllllTl1!d In till-' dt>e(!I!rml.'s will, Ir lillY, {llotl prior l,n lle.l:t1ent., tile dntes of tho]r denth, tlll!!r ISSIW, lUll! till"' l'ellll.lollsltlp nf' sucll (ssw' to 1.I1l"' honof'lcltll'~" Thill Sc:/1pdule E 1It.t.nched hereto nnd mlldl! I~ JlIlI'I. Ill!I'('OI' Sf'ts f'ol't.h all JlI'OJlCI'ty, "eul alltl IH!r- sOHul, owned by tile deC'ctlent .lo1l1t.1~. wlt.h Illlothcl' or othors, Inc]llll1l1f-!; Int.anglble, stllndln~ in tile IHUlll? of the dt!cedent nnd others, pIllS t.1w dllt.O and plncc 01' reent't! of' Inst!'lll1lents pf'l'ec1.illg thc \estit.lIl'e of' rcnl ostnt.e 1lT1Il tht:! dnte of' IIclllltsltl,on of IlerSOlll\It.~', pIllS till; name, addJ'css II rill relntlonsl11p, U' /tllY, or Co-o....l1f!rS to t1H~ tlecetlclI t.. 'flint Sc/1edule F nttncherl hereto nnd malie II Jlurt hCf'cor sets 1'01'1.11 1'lIlly 111111 ill d.'tIlU nil tlclll.s fiud <leduc tions cl aillled for 111111 on hell,,1 I' 0 l' till s Ih~cl'r1en 1.1 s (:s tll!.I!, tl1C 1 wi Ill,!:!; 1'11111)1'111 C'xpenses pH I {I; f'llmll~' eXl~mJlt.1on, where Ilppllcllhlej COst.s 01' ndmillistruUoll of this eSl;lll.l~; l~o\l"sel I'.~l~s anrl "lldlclnr,Y's conunlssiol1s plliet or to l)e Il/tlilj cost. eXIHHltlnc! f'or 11lIrtlll ll'USts, tomhstones or gI'IlYf'IlIII1'lwl'S, unci rl~ll- glolls servi.ccs, In conficqllcnCt! 01' the den 1.11 or the decedell!.; dellts Illld c]aJm:i olVlng: awl 11IIJ1llid nt time of deat.h; tnxes Ilccrucd chllrf.~ellhln ,'or pr!rlOII p!'Jor to decellent' s dnn!.1l (except those nllowetl 1I1lllnr ~ectloll 05101' the Inheritnnce und Est/Ill! Tllx '\l~t.): l.ognth(!1' .....ith II stat.emf>ul or collllterlll I'lcd,!!;oll 1'01' ohliga- tJons, 1f'llny. It is ngreed t.llllt thj~ f'ldllclllry wl.11 11rosent proof' of' SHIll cllllnllld nhl11;1lt.~nns upon 1'('- quest, that. if' the 1110011111, IlctUlIllj' JlIlI(1 in sett.lement of' /lny fce, eOl1llnissioll or ril~ht Is less thllll the esllllllltrJll 1l1110tlllt c11dmtng Hntl allowl!d, thnt t.he snme will hI"! repOI'l.i!d to till' Ileglstcr of' Wills, /lnd that. t.he IImollnl. 01' tllX Ilssossell CIlIl 1m reltssl~s~I'd In ltCeal'llllllet' t.herewllh. Thill. t.ho toulls or the IlpprOpr111tp. cnlumns ll1 Schc.llIles ",\", "B", "en, "g", IIIlt! "F" liS t11rl~ct.ell therolll, htlvp. hecn cl1rrled f'orwnrll uwl propel'ly reg1s!.'H'ntl 1u thl~ StlnUnlll'~" Subseribed and sworn to before me this ""0.,.,, / ~~ O. IJ... JJLIffiZL 0/ ~~~ I~Tr "" """.""'."iE:;::~;;;;t~~:Ad;;;i;;J;t~~t~;rm'..."'.,..................-.. ,2e23,.,~DJ:l.tpgt.QII.,].)Jg<::~,..W~~,1::,........ ..................' (Street Number) Columbus. OH 43202 (City or Town and St4te) A.,., 7 ""d, .,...".19.?L ~~~72E,;:~/".'-r NOTARY PUBLIC.STATE Of OHIO MY COMMISSION EXPIRES OCT. 9. 19B4 '.'. day of SOTE: nl'f'nrl' SI.14lllnJ!; 1ll'l'ltlnvlt. 1l111~'1' Sill'" Ill] hl:ll1l.: S!1.'lI'I'S 111 Ihp ul'f'ldll\'11 /tIId sl~h('dllll's IIllIll'Xl'd lire f'ilh.t1 in with tletu1ls or t.tll' wOI'd n~'OI1I'". awl ill t'IISI' Illl' i1ss"ls 1lll'lllll" l'IlI'I~ ILnd 1I111isl...c1 sl'{~llrit:les~ sl"!cllrlt:ll~s Ill' CI()SI~ or 1'1I1111J~' curpUl'llllnll:-O Ill' 1111 Itil"I'''~.;1 in Itll.\ "O-JlIlI'UIl'I'slrll' Of' hUSltlPSS, t.llat tile (lilt/I It III I stlll.l'rnl'llts rl'!I\l1I'I~II \11\1\1'1' tllf' 11I11'al~I'lIpll a\1<)\'I' l'l;IHIIII~~ I., St'lif'dul.' "Un 111'1' IIt.tadll'd. AlslI mllkl~ CI!rlllln t.Il11t column :/1 III tllf' "SllIlUlllIl'yll lIas hl'l'lI JlroJlI'I'!Y {'1l1l1pll'l,'d liS "llfo\'.'-dlr"~~l"d. " " REV:4lSt t to-nl " COMMONWEAL TH OF PENHSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAIIINATION INHERITANCE TAX SECTION i I I I I 1 I I , i I I I I I J I I , hem No. 4. 5. SCH EDULE "8" PERSONAL PROPERTY INSTRUCTIONS: ThiN Schedule lIIusl diselll"e ulllungihle lIlId ;u,"ugihle PCfSlluul propcrly "wucd !m!ivit!!lliJlyJnu!ll:. decedcnt. Btthc time of his~. Pru{lcrty owncd hy the dceedcllt jointly with lInnther fir others must he listed under Schedule UHf', Inlllnglble personal prupcrty, titled ill the IIlIlTIe lIf the decedellt, but payahle lit death to IInother or others, including hut nut limited to p.o.n. U.S. Savings nnuds and tentative trllstllcCnlJlIts, IIlllst he listed despite the fuetlhlll they ure nnt of the lldministcred estllte. Tungible personal properly should be lisled first (e.g. jewelry, wearing lIppurcl, household goods furnishings, books, paintings. automobiles, hOllts, etc.) Intungihle persunul property, such a!; hond);, treasury certificates, cash on hand llnd in hUllk, stocks, mortgages, nlltes, together with IIccrucLl interest or L1ividenLls, suluries or Wllgt:S, insumnce paYllhlc to the estate or fiduciary ill said capacity, partnership interests, interest in uny undistributed estate of or incomc from any property hclLl in trust under the will or agreement of Ilnother, cven thuugh located outside of the Slate, Ilt the time of death, should he listed in this schedule. ITEM List and descrihe fnlly ESTIMATED UNIT MARKET VALUE VALUE DEPARTMENT VALUATION (Official Use Only) 1. Harris Savings Association, Harrisburg, PA Passbook Account No. 1-20646 Principal Balance Accrued Int. to 11-20-80 $6.124.00 $5,994.37 129.63 2. State Capital Savings Association, PA Certificate No. 001-20-21348 Principal Balance Accrued Int. to 11-20-80 Harrisburg, $5,000.00 146.89 $5,146.89 3. Dauphin Deposit Bank & Trust Canpany, Harrisburg, PA Checking Account No. 61-16-483-6 Dauphin Deposit Bank & Trust Canpany, Harrisburg, PA Trustee under Hill of Herbert R. Moffitt EI No. 23-6292461 -Accumulated Income to 11-20-80 Household Furnishings $1,016.07 $1,000.00 $1,564.58 Total this Page j:f [t r/. .PI,A J .40 14,851. 54 \.'. ~:'" ~~ ~\IIIII~: ~"![)!'J\\; Mrs. Mary V. Davis Administrator Manager Payne Shoemaker Building 240 North Third Street P.O. Box 877 Harrisburg, Pat 17108 STAlE CAPITAL SAVINGS ASSOCIATION m DATE: ~~arch 13, 1981 DECEDENT: Irene B. Moffitt D.O.D.- 11-20-80 #001-.lQ- 21348 BALANCE AS OF DATE OF DEATH ACCRUED INTEREST DATE OF DEATH VALUE DATE ESTABLISHED MATURITY DATE ACCOUNT TITLE Mrs. Irene B. ~offitt $ $ " I')()I') I')() , .11'; Rq " , .11'; Rq .1-?<_71'; .1-?<-R.1 #_- BALANCE AS OF DATE OF DEATH $ ACCRUED INTEREST DATE OF DEATH VALUE $ DATE ESTABLISHED MATURITY DATE ACCOUNT TITLE #_--- BALANCE AS OF DATE OF DEATH $ ACCRUED INTEREST DATE OF DEATH VALUE $ DATE ESTABLISHED MATURITY DATE ACCOUNT TITLE #_--- BALANCE AS OF DATE OF DEATH $ ACCRUED INTEREST DATE OF DEATH VALUE $ DATE ESTABLISHED MATURITY DATE ACCOUNT TITLE THE PENALTY ON PREMATURE WITHDRANALS OF TERM INVESTMENTS IS WAIVED PRIOR TO THE INVESTMENTS RENEWAL DATE. TO ACT UPON ACCOUNTS HELD IN AN ESTATE WE REQUIRE A SHORT CERTIFICATE-OF CURRENT DATE: A DEATH CERTIFICATE ON JOINTLY HELD ACCOUNTS. CONTACT US FOR ANY FURTHER IID'ORMATION. / ~ L/ BY: /C( )7:,>:< . ,.<'-1" /7.)'/0",/ , . .:' / / / /.':;;;".}''-: p r' :1.~-ju"'!?/4.: .'-'~ .-y....'vlf..--t:.~- To withdraw the above account please send us a short certificate, along I.lith the account passbook and a letter from the executrix. 108.'14 NORTH SEC01JD STREET, PO SO..: 1561, H....RRISi?URG, PEN:\'SVLV....i-:IA 171ns (7.l7)nM~;52 FSLIC DAUPHIN DEPOSIT ~ ~ ~ COMPANY TRUSTEE ~ THE I.JILL-.QF HERBERT R. MOFFITT STATEHENT OF ~ ACCRUED TO .!!!!l. DATE OF ~ IRENE B. MOFFITT, 11/20/80 Income Accumulated to 11/20/80 $ 653.64 Accrued Interest: Twelve Federal Intermediate Creditbanks 7% Note, due 4/1/82 49.00 84.70 80.86 201. 35 $ 1.069.55 American Express Credit Corporation 7.7% Notes,due 3/1/87 Fixed Income Collective Investment Fund Common Stock Collective Investment Fund Gross Income Due the Estate of Irene B. Moffitt DEDUCTIONS Dauphin Deposit Bank & Trust Company, Trustee Fee $ 53.48 Gross Income Due the Estate of Irene B. Moffitt Less Fees $ 1,069.55 -53.48 Total Due the Estate of Irene B. Moffitt $ 1,016.07 T':'i't'1'f." ~ ;..... ..' .. REVOCABLE DECLARA TlON OF TRUST . I, the unders igned declarer, having purchas ed or declared my intention to purchase ertificates of Participation in one or more Series of the Keystone Custodian Funds and/ ,1' shares of Keystone International Fund, Ltd., do hereb)' declare that such certificates are to be in trust upon the fol- ,1' shares, which may be under a Keystone Open Account, &wing terms: I , , i ! I I I I I I ( 1) As trustee, I shall have the right to sell, assign, transfer, invest, reinvest, and otherwise deal in the trust estate or any part thereof, on such terms as I shall deem appropriate; and, as trustee, to receive additional shares of prop- erty from whatever source which shall be added to the trust estate. ( 2) During my lifetime, the income from the trust estate, including distributions of realized capital gains, or such other payments of income or principal as I shall specify f.rom tlme to time, shall be payable to me individually, for my own personal use and account. ( 3) Upon my death, this trust shall terminate and the then trust asset'l;'shall be distributed to the following beneficiaries in the proportions indicated. Beneficiaries Residence ;Jportion bJafi:i-r.'j' ~ t r~':~' ~ .- . r A ~. \ L-L . I . -,., , (4) In the event. a named beneficiary shall predeceas e me, the indicated proportion of the trust assets to which he would have otherwise been entitled upon my death shall upon termination of the trust be distributed among the sur.vJying beneficiaries as their proportionate interests then appear. -'"'''' _" -......... (5) In the event all of the named beneficiaries predecease me, the trust shall ter- minate and the then trust assets shall revert to me free and clear of the terms of this trust. (6) I, the undersigned declarer, res erve the right to change the beneficiaries and their respective interests or to revoke this trust in whole or in part at any time prior to termination by a written instrument signed by me, which shall be at- tached hereto. ')-" J/ day of ~ C.. ~ / . ...." --S:~~ " c;;':.~. :'~K;<~~': IC(. Witness Executed under seal this , 19~, Y. /~ 7/! /-<: ( ( ,.7 Declardr/ "- .'........, l o KEY TONE YEAR.TO.DATE C NFIRMATlON FOR: SER ES 8-4 --'-- ..-- --- 0, SOCIAL $lCl,IHIT'f Of!, "'l'O("""""c.twO " t ........u. II"'. 10 ,..."....,...".,. .Al.," COf"'IIl'C)lllOlJrfCI i',' . , . I , I ! , ! I~I_" . ,. !)~ 101114 8000001 WlTHORAWAL REDEftPTlOO !O2/12 BOOOOO2 WlTHORAWAL REDEfI'F'TlOO !03/01 8000003 DIVIDEND REINVEST $.20 , ~3/1 1 8000004 WlTHDRAWAL REDEI'i'TlOO ,04/10 8000005 WlTHDRAWAL REDEl"PTlOO ' :05/12 8000006 WITHDRAWAL REDEI'i'TlOO ~/01 8000007 DIVIDEND REINVEST $.20 '().S/11 8000008 WlTHDRAWAL REDE~TlOO 107/10 8000009 WITHDRAWAL REDE~TlOO 00/12 8000010 WlTHDRAWAL REDE~TlOO ~/01 8000011 DIVIDEND REINVEST $.22 09/10 8000012 WlTHDRAWAL REDEI'f'TlOO 1'0/01 Z111111 SERVICE CHARGE --.------ ~ ".., \''!!-'"'' I '---.-.- , , I CU"RENT ....tAR.S ACTiVit\" -----r-- C'!'O'I-"ot C""A~ GA.''''' ~.:'_f~:\~'!.V"('''' ~2. I : L...____._ IUU...t..' OATl O(AI.(" "IJIlItlA Al""nt..",,,vt 12/31/80 3457390016 PBINGTOO 0023 J A THIERS D ELKINS STROJD SUPLEE g, CO ~ C/O JOHN A THIERS \ BOX 78 ' . PBINGTCN PA 19001 . .. I I , i , .. .1-. . 100.00 7.39 -13.532 1711.289 100.00 7.26 -13.774 1697.515 339.50 6.86 49.490 1747.005 100.00 6.77 -14.771 1732.234 100.,00 6.80 -14.706 1717.528 100.00 7.42 -13.4TI 1704.051 340.81 7.36 46.306 175J.357 100.00 7.46 ' -13.405 1736.952 100.00 7.58 -13.193 1723.759 100.00 7.55 -13.245 1710.514 376.31 7.29 51.620 1762.134 100.00 7.34 -13.624 ' 1748.510 2.00 7.28 -0.275 1748.235 -....OUR fUND Sf04AAE BALANCE Cllll'"'''''' ......tl....1.0." "OV. ON OIP'OS1'''I'M-.c;i-''T.'Cl,.","A.''~O I , -" -' . 1 L.._.. . ..~.-- .....-- ,I. ...1 ...... ';'UI~tll"..\ltrf."'HL/'I~'..'OVM.CCfJ~' 'l.IAhCI'l"ll1AC.t YltOfiftOU'IS4CMVlt1'".IIOVfIIC'ICU.ff..''O.WO..t'U.lOSfCJI(......ot~ PAGE 1 ROO-37 (12-63) rOMMON.I\'EAI.TII OF PENNSYYI.ANIA TIIANSn:1I INIIEllITANCE TAN RESID~;NT DEL'ImENT SCIIElJlILE "I)" .'" ~m~. l~! , i",,', 1J1"',~'i/J1 ,,)\ ,''',I'<{i,!;',''l. IlEi\'EFICIABIES r- II~;LATJONSIIIP BENEFICIARIES AND ADDIIESSES (If stcp.children or SUIIVIVED DATE INTERI~ST OF State full numes nnd nddresses of nIl who illegitimate children DECEDENT OF DENEFICIAHY tl\'C un interest, vested, contingent or other- arc involved, set STATE YES IN ESTA'm wise in cstutc) forth this fnct.) 011 NO BIIITII Marv Irene Moffitt Daughter Yes 9/3/31 101)"/, of Estate :1R?1 Pl "f'e l~est Co1tmlbus Ohio 43202 - - Deponent further says thn.t. all the ubovc-nnmcd hcncf'tcillr!cs are 11 vi np; tit this time c"ceJlt below: NAME --~ DATE OF DEATII l IIESIDENCE ~ o . -~- ~ .. ~ Vl: c '2 GI e 's ~.a "Cc.B < e. L. 0 ~ oU'C __u e~1ii u e 0. &l u ~ 0:: SUMMAHY .(Sch. "A") . (Sch. "B") '" ".....,(Sch. "C") Heal Properly,... ....... Personal Property .. Transfers ..., .....,..,...... Cross Taxable Estate .. !- i1 z ~ Iol .~ '~ ...l ;;; u .u -( Iol . u Q '" '" :;;: - -< " =: ~ "" '2 "" c. 0 " c. "" ~ '" -< ~ Iol -( ~ i:: ~, "Cl 0.. fo- '" Q Iol ~. g S ~ :: '" -< i!:J. ...-l Z ci f0- e fo- ...-l ...-l. c:; < Z '" ll-< :Ij. l "" "" Iol ~ ~ fo- ~ 0 0 ~ =: c ~ j:Q, 0 0 c. :c Iol u 0; '" " I: Q), ~ :- =: .l: ] 0 E '" -< ~ '" :;::: 0 .i:- ~ 'E ~ c ;?-o <3 5 :::"'f. ...l U (1) (As Hcportl'd) $ $..14,851. 54 $12,770.13 $ $", $ ..,27,621.67 (2) (As D<'lcl"lldll,'d) $ $ $ $ $ $ 1 RCe-3! RESIDENT DECEDENT SCIIEDULE "E" JOINTLY OWNEDI'ROI'ERTY '* COMMONWEALTIIIlI'I'ENNSYLYANIA TRANSFER INIIEllITANCE TAX INSTRUCTIONS: Th t ~ SChlHlul c mllS t ell sc lose nll prOrH}r l)', renl IUlll pHfsonlll, ownf.:f! hy the (locatlcn t. .1 oln tly with nnuther or others, Inclucllng intnngibles, slnndlng In t.he nftmf! (If' the decediwt and others. List real pslnte f'trst1 us entireties, or Joint tellnnts, gl.vlll~ IJrtef rlnscrIptlon, ttS IndJclLtod under Schedule "A", plus the illite IUIlI pineo of' rucord of' Instrument el'l'ecl.Jng vl!st,ltlll'e, IlIlt elo noL Include entireties or out of' stall' funt estAte vnIlle in estllle Vltlllllt!Orl column. Persollll! prop(~rtj' should be listed us in Schedule "l''', pIllS ditto cd' nC1lulslUon, unci tile IIIL/ne, Ilddrcss /Inri relntlollshlp (if'llllj') of' co-owners to the clcccticnt. Description of' Propert.~., Dille of' Acqulsi t.lon, Nurne Unit. percentllge I~Sl.l1 to nl~)AnTt.lENT VALUATION Address tUHI ltclationshlll of' Co-O.....ners, I1lul PIlle," Vlllue Sllllrl~ VnJul\tIoTl CAUTION-Do not IVrJt.e of Hl'curcl or lU!'llrUmcnt, wilen' Helll E~tate. In This Spnce. :.x;<N ~ ~ I I~' :'"'.~' X> B' f"x'X' ~ Vllluc or Value or <X ' , ~ .: > . J< E'nttre J}c!ccc!cm t's ( ~ ::x 3:2>. ~>< :x X" '), X:99: >0<>> ProJlcrt~. tnt,crest None 11I5ert this totul oJlJlosllt~ ".JoIntl ~' O~'nt'fi Pro(lI~rt)." ~ Sche\lul e "E" In tile "As llepfJ rtecl" colm1l' Oil the tnHt IH1;;z." or this r~tt1I'n. /I'-lJ"'~ .!46 ..'. .. , . ., ., ., ' LAST WILL AND TESTAMENT Ql' IRENE B. MOFFITT I. IRENE B. MOFFITT, of Mechanicsburg R.D., Cumberland County, Pennsylvania, being of sound and disposing mind and memory, .do make, publish and declare. this 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 Executor out of the property passing under this Will, which is not specifically devised or bequeathed, as an expense and cost of administration of my Estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax paid by . my Executor even though on proceeds of insurance or other property not passing U!lder this Will. ITEM II: I hereby exercise all powers of appointment which I may have at the time of my death in favor of my Executor, , . and all property subject to all such powers of appointment shall be included in my Estate. ITEM Ill: , I give and bequeath my Governor Winthrop desk with glass cabinet top which I purchased from the estate of her au=.t to PATRlCIA (MRS. DAVID) SHATZER, of Altoona, Pennsylvania, if'she survives me. Page 1 of 4 pages JD I ;1;f~ " ',' .... ., , , . " . . .' (c) To distribute my Estate in kind or in money. If any assets are distributed in kind, they shall be distributed at their respective value(s) on the date(s) of their distribution. (d) To do all other acts in the judgment of my Executor necessary or desirable for the proper and advantageous management, investm!!nt and distribution of my Estate. ITEM VII: Any person who shall have died at the same time as Testatrix or in a common disaster with her, or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased her. ITEM VIII: If at any time any minor child shall be entitled to receive any assets hereunder, DAUPHIN DEPOSIT TRUST COMPANY, having Offices in and around Harrisburg, Pennsylvania, shall act as Guardian o! the assets payable to such child. Said Guardian may receive and administer all assets authorized by law and shall have full z,1.lthority to use such assets, both principal and income, in any manner said Guardian shall deem advisable . . for the best interests of such child, including college, university, post- graduate or other education, without securing court order. Said Guardian. shall have all the rights and pri-l,-ileges as to the Guardianship(s) and the assets thereof as 'are herein granted to my Executor as to my Estate and the assets therein. ITEM IX: I hereby nominate, constitute and appoint my daughter, MARY IRENE MOFFITT, to be my Executrix, herein called Executor. In the event of the death, resignation, refusal or inability of MARY IRENE MOFFITT to serve as my Executor, I nominate, constitute and Page 3 of 4 pages ...9,-R, 11~ .'. . , (-0 '0 Z ~ .. ~ ~ " o.l ~ ;:;: ~ ~ a: < Vl Q fa - < -<: ~ " llI: ~ ~ 'S '" '" 0 .IJ 1 !: '" '" .IJ ..0' '" <: '" 'N en, ;:. < C'"J a5 ~ :J: ~ ttj U, nf;; " '" ~ 1 c Q S=u - '"' 15 :t .. -<: ~ ~ c ~ tTl ci 0 (-0 ~ "':"::s.; s:?o (-0 OJ. "'" Z Vl ~ tTl,.., .:= cn:;JJ ~ ~ .... ; r:~ .;n .-to ---- l'Q OJ 0 ":j/Tl 0 ::;:: -= -"-,. N 'OJt:) j 0 -.,.- .~ c ~ 2J:i; ,~ 0 ;; '" "' :c: ~ ~ ~ .<11 " ~ .... ;; llI: ,:-:; ~. ) '1:> ./:: 0 C ;'") '" -<: .... 0 " 'S ;:;: 0 .c E '5 " = E ="C J 8 0 :::<: u . I ! I I I I I I REV.!518 Fa (7'8,01 ~i~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Ms. Mary Irene Moffitt 2823 Kensington Place West COlumbus, OH 43202 RE: Estate of County of File No. Irene B. Moffitt CumhF!l"'l FInn ?1_.Q1_nOu1 Dear Ms. Moffitt: You are hereby notified that the n"'igin~l appraisement in the estate of - r"'",n"" ~nf'f'itt has been filed in the office of the Register of Wills of /""mh""'h~n County on q"pt"mh",., ~5 , 198.1-. Said appraisement reflects the fol/awing valuations: Real Estate Mf"I"~ Personal Property 1lJ.,~"1 54 = Jointly Owned M.....no Transfers 1',770 n Total ;>7, Ii;> 1 Ii? As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may abject thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Date September ;>~, lQA1 ~J! '4~/~~ Signed NOTE: This is not a bil/. Title Chief' App"'~i.e,., REV."U EX+ (5-80) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) Estate Name Irene B. Moffitt IZI Original o Supplemental o Remainder File Number 21-81-0041 Date of Death November 20, 1980 Social Securi ty Number 162-36-9098 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set Iarth opposite each item in the last column to the right inz:!dules "A", "B", "C", and "E" Dated: September ::>~r 19S1 ~..t...." ,f{i~......(;Y INH ITANCE TAX APP ISER ADJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) Real Property (Schedule A) $ 00+ 92+ Personal Property (Schedul. B) 10+ Jolnl.Held Property (Schedule E) 2lH Transfers (Schedule C) 30+ TOT AL GROSS ASSETS Leu D.bts and Deductions 40- 93- (SCHEDULE F) CLEAR VALUE OF ESTATE o Life Estate RATE FACTOR PRINCIPLE VALUE CODE o Annuity FOR USE OF REGISTER ONLY Taxon $ CODE COMPUTATION OF TAX $ $ $ $ $ 6% Tax on S 15% Tax on $ T ox on $ Tax on $ Exemptions Total Estate TOTAl. TAX INTEREST FROM BALANCE TO $ $ $ TAX CREDIT $ COMMONWE^L TH or- PENNSYLV^NI^ DEP^RTMENT or- REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT ~\",' ~ 'Jr.'. iKJ. . ""~ '~t ~, , \,.. "~'>i~~{:;) REV..",e7 EXt (7-eol [JORIGINAL o SUPPLEMENTAL File No. --~1~8.t~00kL Estate of Irene B. Moffitt County Cumberland Dote of Death November 20. 1980 In the ovent that any future Intorost In this estate Is transferred In possession or enjoyment to collateral heirs of the decodent after tho expiration of any estote for life Dr for years, tho Commonwealth hereby expressly reserves the tight to appraise and alSOSl trans for Inheritance taxes at the lawful collateral toto on any such futuro Intorest. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH ASSET SUMMARY 1. Total Real Praperty _ SCH. "A" . . . . . . $ None Unreported $ 2. Total Personal Property - SCH. "8". . . . $ 14,R5' 54 Unreported $ 3. Total Jointly Owned Properly _ SCH. "E" $ MonA Unreported $ 4. Tatal Transfers - SCH. "C". . ". . . . . $ __P,77o 11 Unreported $ DEPARTMENT'S APPRAISED VALUE o LIFE ESTATE DANNUITY TOTAL GROSS ASSETS DREMAINDER $ None $ 14,8~1.~4 $ None $ 1:>,770 n $ 27,621.67 I do hereby certify that the above appraisement is made in C02formit with Pennsylvania law and has been filed this day with the Register of Wills. ~ ) / ~~'7.."J ~~....~ September 25.1981 (APPRftisrR DATE TOTAL VALUE $ ~ ~ ~ '" ...l ~ I.tl I.tl ;>- ;>- I.tl '0 rJl ;:> 'M ...l < .. U Z .. 0 ~ U ~ - 0 !2 ~ ~ 0 ~ ~ !-< 0 rJl 0 Z ci rJl I.tl rJl ;>- !-< ci - Z !-< I.tl !-< I.tl Z Z ...l ci - ci ~ ~ z ~ I.tl ::E Q ;:> U " I.tl ...l Z Z Z .. ~ ~ 0 0 < ::: rJl :l I.tl U Q ""