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Home My WebLink About81-00050 No, 21.8': ;)0 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate of Margaret T, Horst , deceased, To Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania, Petltloner(ll) is ~ the execut or named In the Last Will and Testament of Margaret T, Horst dated December 15, 1980 Decedent was a citizen of the United States and a resident of New Cumberland ~ (Borough), Cumberland County, Commonwealth of Pennsylvania, Decedent died on Thursday the 15th day of January A,D, 19~, In the County of Dauphin , State of pennsylvania at the age of ~ years, Decedent~ (has not) been married and Iwc(has not) had children born to Iilim:(her) since the ex- ecution of the above described Will. Decedent was possessed of personal property to the value of $30,000,00 and of real estate to the value of $20,000.00 as near as can be ascertained; said real estate situated as follows 211 Sixteenth Street, New Cumberland, Cumberland County, Pennsylvania (a %; interest). Therefore, your petltioner(lll respectfully apply(ies) for the probate of the said Last Will and Testa- ment and for Letters Testamentary theron. Dated ~ ,,1 I ("/{I t ,~I d QfM: Name and address' 9;).7l. 'Ir Ii '( ,( ,L of Petitioner(s) ( /Jon F. LaFaver p, 0, Box 101, 317 Third Street New Cumberland, PA 17070 COMMONWEALTH OF PENNSYLVANIA t COUNTY OF CUMBERLAND j Jon F, LaFaver ss named in above appiication, being duly s\\Urn statements set forth in this petition are true to the best of ,__Sworn ___ and subscribed before , according to law say(s) that the h~s knowledge and belief. me, __ Jan. 21 1981 -1l(a1-(L~;::J- ,r,! 1 .l/ '~i'~-' IJ--// ,I ./' i ., -----J)~~~(' /,/(/U;..~ [ , ,5% Filed: January 23. 1981 Attorney Jon F, LaFaver ~ i I I \ ~/-fl-6o /J-/f'l-tL .e .. lAST loJILL AND TESTAMENl' OF MARGARET T. HORST I, MARGARET T, HORST, of New Ctnnberland, Ctnnberland County, F"uusylvania, being of sotmd mind, mem:>ry and tmderstanding, do hereby make, ~lish and declare this as and for my Last Will and Testament hereby revoking and making void any and all other wills by me at any time heretofore made, I. I direct that my Executor hereinafter narred shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. II. 'k I hereby give, devise and bequeath all of my right, title and '" interest in the real estate situated at 211 Sixteenth Street, New Currberland, Cunberland Cotmty, Pennsylvania, tmto my brother, MARLIN A, HORST, if he is not , ied at the time of my death. If my said brother, Marlin A, Horst, is ~ban.ied at the time of my death, then I give, devise and bequeath the aforesaid ~ real estate tmto my sisters, BETTY J. NESTER and RUlli ORRIS, ~I III, ~ r-- I hereby give and bequeath the S1.nlI of one thousand ($1,000,00) , dollars unto THE PENNSYLVANIA EASTER SEAL SOCIETY, IV, I hereby give and bequeath the sum of one thousand ($1,000,00) dollars unto GOOJlo1IIL INDUSTRIES OF CENTRAL PENNSYLVANIA ING, 1.AW 01"1"ICI:5 V. I hereby give and bequeath the sum of ~ thousand ($2,000,00) dollars unto the FIRST UNITED METIlODIST OillRCH, Boas and Susqueharma Streets, Harrisburg, Pennsylvania, JON F. L"FAVER 317 THIRD IiTRUT NI:W CUMII[I'lLANO,PA. Page one of five Pages ,. . VI, I hereby give and bequeath unto my hereinafter narred Trustee all 'es which may be payable at the time of my death to rre, to my estate, or to fY hereinafter narred Trustee from a pennsylvania State Retirement Fund, in trust. !nevertheless, to hold and administer as follows: A, My Trustee shall divide the total fund received by him into three (3) separate shares: One (I) share for my brother, Ml\RLIN A, HORST, consisting of fifty per cent (50"/,) of the total: one (I) share for my sister, RUTH ORRIS, consisting of twenty-five per cent (25'7,) of the total; and one (I) share for my sister, BETTY J, NESTER, consisting of twenty-five per cent (25'7,) , f the total. My Trustee shall hold, invest and reinvest the rronies in each -! share and shall pay all of the net incorre in semi-annual installments mto the eneficiary for vtlom the share is held during the natural lifetime of the said ; J i I i 1 , 1 1 , ! B. Upon the death of any beneficiary, any rronies remaining in the e held by Trustee for such deceased beneficiary shall be divided equally ~ , ammg the shares then being held by my Trustee for the surviving beneficiaries LAW O"IC(I C, furing the lifetime of the beneficiary of the aforesaid shares, Trustee shall have the power to invade each share for the health care of the beneficiary for whom the share is being held, Health care shall include h:Jspita and medical expenses, nursing home care and any expenses incidental thereto, /my invasion shall be made at the sole discretion of my Trustee; and in making such invasion, my Trustee shall take into accomt other assets and sources of income of the beneficiary whose share is to be invaded, D. Upon the death of the last named beneficiary, the Trust created herein shall terminate, absolutely, and my Trustee shall pay and distribute JON F. I..AFAVER 3'7 THIRll STRUT Page ~ of five Pages Hf.W tU....lltIlL"ND,P.... a;-'f.' (>-_... r~, ': \j . lIIII whatever principal and undistributed income remains as follows: 1. One-half (1/2) unto BETHESDA MISSION, 611 Reily Street, Harrisburg, pennsylvania, 2, One-half (1/2) unto POLYCLINIC HEDICAL CENTER, Harrisburg, Pennsylvania, which bequest I desire to be used in connection with heart disease, heart treatment and heart research, VII. All the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, I hereby give, devise and bequeath in equal shares, unto my brother, MARLIN A, HORST, and my sisters, BErrY J, . NESTER and RlJl'H ORRIS. VIII. TRIlSTEE 'S POIVERS: My Trustee shall have the following powers in addition to those given by law to be executed in his own sole discretion: \ .J. . A, To retain any real or personal property which \ll3.y at any tine rs form part of the Trust, including stock of Dauphin Deposit Bank and Trust 'Cbmpany, as long as it \ll3.y deem advisable, , ~' B. To invest and reinvest in any real or personal property, ,.;' , cluding any Conm:m Trust Fund which \ll3.y from tirre to tine be established and r--'-- intained by Trustee for the benefit of its trust estate without restriction I. to legal investIrents. C, To purchase investments at premiums; to charge premiums to income or principal, or partly to each, D. To subscribe for stocks, bonds or other investments; to join in ry plan of lease, nortgage, merger, consolidation, exchange, reorganization, foreclosure or voting trust and to deposit securities thereunder; and generally o exercise all the rights of security holders of any corporation. I E. To repair, alter, improve or lease, for any period of tiIre, any real or personal property and to give options for leases. F, To sell at public or private sale, for cash or credit, with or Without security, to exchange or to partition any real or personal property and !to give options for sales or exchanges. LAW o....Iets "., Tl41lHl STllI::r.T Page three of five Pages JON F. L.AFAVER HF.W CUMIlUII.AHD,PA. RS"'1 .. .. II G, To borrow trol\ey fran any person, including Trustee, and to , rtgage or pledge any real or personal property, H. To compromise claims. I. To make distribution in kind, J, To exercise all power, authority and discretion given by this Instrument of Trust, after the termination of any trust created herein until the same is fully distributed. K, To purchase and hold investments in the name of a nominee. IX, DISABll.ITY PROVISION: If any beneficiary shall, in the opinion of tee, become llEIltally or physically incapacitated, Trustee may apply such ~ eneficiary's share, either principal or income, for the support and welfare of . -i' such beneficiary, directly to doctors or madical institutions without the intervention of a Guar.dian, x, RIGHI' TO ADD TO TRUST: Trustee shall receive and add to the rincipal of this Trust any property which at any time may be given to the tee by myself or by any other person, by Deed, Will or in any other marmer, XI, PROTEcrIVE PROVISION: All principal and incorre shall, until actual 'stribution to the beneficiary, be free and clear of the debts, contracts, ienations and anticipations of any beneficiary and the same shall not be iable to any levy, attachrrent, execution or sequestration while in the ssession of Trustee, XII. l.AW 0l"I"IC[5 VJ{ ClAUSE: If any estate, inheritance, succession or other death ~es are assessed against or treasured by the assets of this Trust upon the !reath of myself, this Trust shall bear its proportionate part thereof. Trustee II Page four of five Pages , JOt~ F. LAFAVER JI7 nURD stR[[T "l[W CUMIlr.ALAND. PA. OATil OF SUIISCRIIIING WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND r This 21st day of January A,D"I981 , before me, Register for the Probate of Wills and granting lelters of Adminislration in and for said County of Cnmberland, in the Commonwealth of Pennsylvania, personally came Jon F, Waver and Suzanne M, Leavelle the subscribing witnesses to the foregoing instrument of writing purporting to be tht last Will and Testament of Margaret T, Horst late of New Cumberland Borough Dated December IS, 1980 Cumberland County Pa" deeeased'~ho being duly =m }lccording to law, depose and say, that, they were present, and saw and heard 'the testa trix Margaret T. Horst sign, sea!, publish, pronouncc and declare the said .' .4 instrument ~f writing as and for h~_ Testament and last Will, and at the time of so doing she ..': was of sound and disposing mind memory and understanding, to the best of their. " ' knowledge, observation and belief. C \ ,l{:_lO ,j~~ " Sworn and subscribed before /(/l ,/. (7?" / , r if...--'---- , / '----7, \,(/ /! - ..,/ti..-'j(, / -"'--{ /'/1. ___/j;.(--;;(':-e~ 97(41 :~, ;/~~ (/ Register AHIDA VIT OF DEATII COMMONWEALTH OF PENNSYLVANIA / ss: COUNTY OF CUMBERLAND \ Jon F, LaFaver being dull' =m says that as nearly as can be ascertained the said decedent /otlrgaret T, Horst died on Thursday 15th January the day of A,D,,19~, at or about 7: 00 o'clock, -LM, Sworn '0" .... \ , l : Q.~' /~ )l 'i:~t:, '*(e/" '1-~ and subscribed this 21st day of January 19,~ before ~J(t11'- (!,tfp~ / Register 8m l, OATH OF I'ERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMIlERLAND Bcforc mc, thc Rcgistcr for thc Probatc of Wills and granting of Lcttcrs of Administration in and for thc County of Cumbcrland, pcrsonally camc Jon F, LaFaver who, being duly s\\Um ,do es dcposc and say that as Executor of thc last Will and Tcstamcnt of Margaret T, Horst deceased he will well and truly administer the goods and chattels, rights and credits of said deceased according to law, And also will diligently comply with the provisions of thc law relating to TranS[~~_lnheritant,., ~n; ~d ~ubscribed beforc me, January 21 A,D" 19~ "\ ), !" . / >f. /i'5t.: c.L ,~ Register :.,; .-4~ :'" CXl: rn '" :0:1 :", ....., :'" :'" ~O u.. .w' ~: CXl, 0 m: :tI:: 1-<: :B~ ~ "" 0 ...J 0 0: o-<~ 0 N; tr.l ltl, ...J .w: (:Q >.: - I: 0): - ., "': .-4: - \iJ' ,~ u: ftl: CXl, ~ 00 s: e<: ::I: ,... I: ~j = iii: s::: CO .-4: ,~ ftl: N~ 'tl ltl: I-Jl . '" ,... 'tl ltl: Z ... CXl: N 0 '" :tI:, S j!; '" ~ ~ .5 'tl bll - = 0:1 ,~ Vi P. '" riI 0:1 DECREE Bc it rcmcmbcred that on the 23rd day of January 81 ,A.D,,19_, there was probated and recorded thc last Will and Testament of Margaret T, Horst late of Ne..... Cumberland , Cumberland County, Pennsylvania, ,:;on F. LaFaver Deceased, Letters TestamE:ntary wcre granted to Witness my hand and official seal thc day and ycar aforcsaid, R" t C ,~'. ':~. 9?/,;(.z~1- (!, ,r-c-J (/ Rt]!ister . RCC-J (.I.'/Jl APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Ac' of Moy 28, 19S6, P,L, 17S7, and Act.f Jun. 15, 1961, P.L. 373, as amended) CDMMONWEAL TH OF PENNSYLVAtIlA DEPARTMENT OF REVENUE BUREAU OF CDUNTY COLLECTIONS Application I, horoby filod for tho approval of an oxemption from Pennsylvania Transfer Inheritanco Tax on the transfer of the property doscribod bolow: 1. Buroau Fllo II 21-81-50 2, Data of Dooth __.JC!ll.\ll!!Y 15,19~1 a (. I"~ L>/ 3, Data of Approval - 4p2-J_,_ '-!-<J-i-------- 4, Noma of DocodontMargaret T. Horst 5, The Commonwealth', appraised valuo of tho property for which an exemption is claimed is S ~JJ_O_Q,_QO (Note: Where tho property is other than a specified amount of cash, the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth, except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of tho entire estate or the entire residue. In those cases enter such fractional or percentage amount above). 6. Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer, unless such material ha, been previously filed, WILLl@'; DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTH ER 0; (If ather, explain) 7. Correct Business Name and Address of Charitable Organization receiving property: NAME The Permsylvania Easter Seal Society ADDRESS Fulling Mill Road, Middletown, PA 17057 ~ See listing on reverse side for odditionol charitable organizations cayered, 8. I certify that the information contained herein is" to the best ~ my.knowledge and belief, true and correct. - -J (/ '-/ (/ k)_ ..., / J '- -1' Signature of Applicant /J ... , / ( I ( -__ Jon F. LaFaver, Executor Addre.. 01 Applicant 317 Third Street. Box 101. New CurriJerland, PA 17070 Official Title Executor Dote This farm must be comploted In triplicate and all three copies delivered to the Register of Wills for the County in which Ihe docodant resided, or in which letters ware issued far a non-resident decedent's estate. If the decedent was a non.resident of Pennsylvania and letters wore not Issued by a Pennsylvania Roglster of Wills, deliver all three copies to the Director, Bureau of County Collections, Penna. Dopartment of Rovonue, 26 S. 4th Stroot, Harrisburg, Po. 00 not write below this line. For Official Use Only APPROVED: For the Secretary 01 Revenuo REFERRED to Bureau Headquarters Appravod 0 For Secretary of Rovenuo ~47i: C. ~UJ-l'fI/~"" (,ignaturel R'jgister( ills)1;$ti CUVY)- J 1/, X, C' (County) \ ~ ~ /1 ~! iD~t 01' Appra~al) ( Denied" 0 (Initials 01 Register 01 Wills) (Authori%od Signature) (County) (Title) (Data 01 Referral) (Date of Action) .. See reverso side for reasons MUST BE FILED IN TRIPLICATE Invontory of tho roo I ond porsonol o.toto of MargCU:E!LT.,_HQ.J:'.S,t.._______ ....___ do coo .od, _....._- '--_.-~--'--------- ..-----.--------.. -. -.------..--------,---,--..,--. .'-.-.-_.. -- --"--.--'-.-' --.-----.----.--- -----.-._-_._-------~-_.._-_._-,----_.. . ------,----_.,-,------- --- --- 1. Pennsylvania State ~loyees Credit Union Acct, 11172015370 2. Harris Savings Assoc. Passbook Acct. #1-84122 3. Harris Savings Assoc. Cert, of Dep. #1-16,.007188 4. Harris Savings Assoc. Cert. of Dep. 111-16-007534 5. State Capital Savings Assoc. Tenn Cert. 1/001-00-02171 6. State Capital Savings Assoc. Tenn Cert, 1/001-20-26366 7, State Capital Savings Assoc. Tenn Cert. 1/001-31-02754 8. State Capital Savings Assoc. Tenn Cert. 1/001-15-00043 9. First Federal Savings Acct. 1/02-01-502068 10. Deuphin Deposit Bank & Trust Co. Checking Acct. #44 14 445 8 11. First Federal Savings & loan Assoc. Acct, 1/01-16-326171 (Marlin Horst trustee ft Margaret Horst) II 12. First Federal Savings & loan AssQC, Acct, 1/01-16-627166 (Marlin Horst trustee D I Margaret Horst) I 13. $25 Series E U.S. Savings Bond #QI06461429lE dated 10/52 (Miss Margaret Horst 0 I Mrs. Lula G. Horst [Deceased]) 3,192,71 1,399 07 2,79 31 3,90jJ 90 10,72 16 1 12 I 5,561 27 2,29~ 31 99111 l,05~ 56 1,00 88 6 75 As is noted in Paragraph VI of decedent's Will, she, as a forme.t' employee of he Ccxrm:mwealth of PA, had a retirem2Il.t accOlmt with the PA State ~loyes' Ret' ement System. That acCOlmt named as beneficiary the Trustee as named in the deced t' s Will and the Trustee has received from this accotmt the sum of $109,509.69, be held in Trust in accordance with the terms of the decedent's Will. It is the belief of the Executor that tmder the statute of the Conm::mwealth of PA this IlDney ceived from the PA State ~loyes I Retirem2Il.t System is not subject to the PA Trans Inheritance Tax and, therefore, is not being included in the previously file Inheritance Tax Return, as a taxable item. COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND J 5S: -~---------_._-~.__..._------------_.- Jon F, Waver being duly _~..t!l-___ accerding to law, doposos and says that ho ,i",J:h.e_~ut.o~___ of tho Eltate of J1argaret 'I' Horst late of -!.~_lJ9m..ugh()f.t1ewC4nb_er1and..,..,_,____, Cumberland County, Po" deceased and that the 'th" , t d b J~'" T _T.' th 'd Executor WI In IS an I"ven ory ma e y --..-_ L.lJ.L...J;'-.~aver: _~_ '---'r e sar ef the entire estate ef said decedent, consisting of all the personal property and real estate, except real estate outside the Cemmonwealth of Pennsylvania, and that the figures epposite each item of the Inventory represent it's fair value as of the dato ef decedent's doath, -.-- _.._----~. _S\..urn and subscribed before mo, /' EX8cutor.~ Su..nne M, leavene, No .ry l'ubl. M., Commiuion b~ill!i Jan. 23, 1983 Nt. ClIlTIbe,.nd, PA Cumbtrllnd County j 317 Third Street, Box 101 New D..nnberland, PA 17070 Addross Date of Death 15th da~f Day January Month 1981 Yur INSTRUCTIONS I. An inventory must be filed within three months aftor appointment of personal representative. n 2. A supplement inyentory must b. filed within thirty days of discovery of additional assets, of,:; c:: 3, Additional sheets may be allached as to personalty or realty ii'i~ ..,' 4. See Article IV, Fiduciaries Act of 1949, ;:'!r.,; ,l>.~ d~; n~-: Cl(f) ~ ",'" n-J~ "- ~o ,"/)~ c:: -It:> r- Ill'" I ;':"J? N ~ ",) ,-, , -0 " ,,,,) --Pl >- -ti . ... w 2 w ~ '" ... l-l '" w ~ rn . 0.. 13 ] u 0 0 VI . W '" w :r:: c I- J: 0.. Z ... ..J LL j '" LL ..J <( 0 E-< Q, W 0 <( w ,;:. > Z '" l-l ('oj ~ Z 0 <lI c 0 ~ . 0 VI Z 0 '" ~ U Z w <( 0.. f 'Tl '" c '" ... 'i: 0 . I .ll . E I + . '" ..J U j ~ g,~.. '" ," t:L. ~ E o ~~ ... ." .! i.i: .... o o '" . REV-441l (1"80) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REYENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT '7<clt ~ -- q;~, f" ) 0 .f' ( AFFIDAVIT OF FIDUCIARY (Instructions on Roverse Side) *' Estote of Margaret T. Horst Last Add ress 211 E...J.6.th..Stree.L Dote of Deori, J~-1'2.. 1981 Social Security No.. 172-01-5370 New Ct1!llherland, PA iCITYI (STATE) 17070 Bureau Fil e No. , (liP! 3. ( X) Executor/Executrix Nome Jon F, LaFaver Counly File No. 21-81-50 1. Decedent died: ( ) Intestate (without 0 will) ( X) Testate (leaYing 0 lost will--copy ottoched) 2. Is the filing of a Federol Estate Tax Return required for this estate? Yes_ No ~ Administrotor/ Administratrix Address p, O. Box 101, 317 Third Street New Cunberland, PA 17070 ICITY) (STATE) (ZIPl 4. All correspondence should be mai led to (x Attorney ) Fiduciary. I I I I , I i I I i I I I I I j I I i i I 5. If an attorney is representing the estate, indicote: Name Jon F. LaFaver, Esquire Address P. O. Box 101...,,317 Third Street New Cunberland. PA 17070 ICITY) (5TATEI (ZIP) List all sofe deposit boxes registered in the decedent's individual nomel or jointly with, or os an agent or deputy of another, or in decedent's individual name with right of access by another as agent or deputy. Include the name and address of the bank or other institution where the safe deposit box is located, the nome (s) in which the box is registered ond the relationship of the joint holders to the decedent, NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WIIICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN WHiCH SAFE DEPOSIT BOX IS REGISTERED RELA TlONSHIP OF JOINT HOLDERS TO DECEDENT Under penalties of perjury, I declare that I hove examined this return, including accomponying schedules ond statements, and 10 the best of my knowledge and belief it is true, correcl and complete. SIGNA TURE OF FIOllCIARY DATE REV.450 t leBO' COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY (Instructions on Reverse Side) EST ATEOF J!al;garet,T. Horst ITEM ESTIMATED DEPARTMENT DESCRIPTION MARKET VALUATION NO. " VALUE (OFFICIAL USE , ONLY) I OONE. , 0 , , , TOTAL THIS PAGE 0 0 ~~L REV.4S\,(1.eO) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEOENT Estate of ITEM NO, 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. SCHEDULE "6" PERSONAL PROPERTY (Instructions 011 Revorse Side) Margaret T. Horst DESCRIPTION UNIT VALUE '*, ESTIMATED MARKET VALUE DEPARTMENT VALUATION (OFFICIAL USE ONL YJ Pennsylvania State Employees Credit Union Acct. #172015370 Harris Savings Assoc. Passbook Acct. #1-84122 Harris Savings Assoc. Cert. of Dep. 4fl-16-007188 Harris Savings Assoc. Cert. of Dep. #1-16-007534 State Capital Savings Assoc. Term Cert. 1/001-00-02 71 State Capital Savings Assoc. Term Cert. 1/001-20-26 66 State Capital Savings Assoc. Term Cert. 1/001-31-02 54 State Capital Savings Assoc. Term Cert. 1/001-15-00 3 First Federal Savings Acct. 4/02-01-502068 Dauphin Deposit Bank & Trust Co, Checking AcCOl.U1t 1144 14 445 8 First Federal Savings & Loan Association, AcCOl.U1t 4/01-16-326171, in the name Marlin Horst Trustee fa Margaret Horst First Federal Savings & Loan Association, Acc01mt 1/01-16-627166, in the name Marlin Horst Trustee fo l-Brgaret Horst 6,624,54 3,192.71 1,399,07 2,792,31 3,909,90 10,724,16 16,12 5,567,27 2,290,31 997.11 1,055.56 1,002.88 $25 Series E U,S. Savings Bond 11QI064614291E dated la/52 (Miss l-Brgaret Horst or Mrs. Lula G. Horst [Deceased]) NOrE: As is noted in Paragraph VI of decedent's Will, s e, as a fonrer employee of the Camonwealth of PA, had a etiremen aCCOl.U1t with the PA State Employes' Retirement Sy tern, t aCCOl.U1t named as beneficiary the Trustee as named in the cedent's Will and the Trustee has received from this acc t the s of $109,509 69, to be held in Trust in accordance with the terms f the d edent' sWill It is the belief of the Executor that mder the s tute of the Corrm. of PA this mmey received from the PA State Emp. Retire Sys. is t subject 0 the PA Transfer Inheritance Tax and, therefore, i not be' g included iI\ this return as a taxable item. TOTAL THIS PAGE I 3~-,635,~- $9; "'J~t, 7 p1i'- 13. 63.75 The HAR HIS Savings Association :.;ECOND ANn PINE s'nFE1~j .IMnflf[-;(iLHKi, PENNSYLVANIA 17101 OFFICES DOWNrOWN . COLONIAL PAnl( . CAMP IIILL . LEBANON. UNION DEPOSIT CIIPITAL CITY. NfWCUMfJERLAND . YORK. SUMMERVALE Are.. emil' 117.:>:l{i,4()'\1 January 28, 1981 Jon F. LaFaver Law Offices 317 Third Street New Cumberland, PA 17070 Dear Mr. LaFaver: The information which you requested on the accounts of ~largaret T. Horst Estate (Social Security U172-0l-5370) is as follows: Account Number: 1Fl-84l22 1-16-007188 1-16-007534 Class of Account: Passbook Certificate Certificate Principal Balance: 3,185.98 1,392.81 2,779.83 Accrued Interest: 6.73 6.25 12.48 Balance at Date of Death: 3,192.71 1,399.07 2,792.31 Account Ownership: Individual Individual Individual If you need any additional information, please contact me at the Main Office. Sincerely yours, (/0''(1./'/0._1-/, !Udl,~(LCV~:.."l Cynthia H. Williams Savings Counselor ( ~~ ad giJYU<gl gpttidut r~f.I~ '/ . ,1< . . . , Jon F. LaFaver Attorney at Law 317 Third Street New Cumberland, Pa, STATE CAPITAL SAVINGS ASSOCIATION ~TE: January 30, 1981 DECEDOIT: Margaret T, Horst D.O.D,- 1-15-81 17070 #o.o.J..-2.Q., -?O ?'iO a~~CE AS OF DATE OF DEATH $ Closed ACCRUED ImEREST 1-9-80 DATE OF DEATH VALUE $ $5,399,27 DATE ESTABLISHED MATURITY DATE ACCOUNT TITLE Margaret Horst #001-00-0217..l BALANCE AS OF DATE OF DEATH $ 3,901.55 ACCRUED INTEREST 8,35 DATE OF DEATH VALUE $ 3.909,90 D.:\TE ESTABLISEED NATURITY DATE ACCOUNT TITLE 1111 #001-20-26"366 BAL.n.NCE AS OF DATE OF DE.<;TH $ 10.692,93 ACCRUED INTEREST 31,23 DATE OF DEATH VALUE $ 10,724,16 DATE ESTABLISHED MATURITY DATE ACCOUNT TITLE 1111 #001-31-02754 BALANCE AS OF DATE OF DEATH $ 16,09 ACCRUED INTEREST .03 DATE OF DEATH VALu"E $ 16.12 DATE ESTABLISHED MAmTY DATE ACCOUNT TITLE 1111 THE PENALTY ON PREMATURE WITEDRAl'i'ALS OF TERM INVESTNENTS 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 A.."N FURTHER INFORNATI9N. X. // l"'- ./ BY: /i,!-",,~Z/,,< ~'J/ , ~ ,~ -r /''/ .~' t.--I"LI.:(~?;;I..J~~J"-"- ~/";'-'-I"J~/ , .~,/ ! u <,1 ..r," ........'/ t. /~. '}.{..-L-Lr' ~,--- j';r /- 10fJ 114 Noml i srCOND Slll[ET. PO [lOX 1!l(il, ~iAJlf1ISI3UHG, PFNNSYlV/INI.\ 1710:J (717) 231l82~12 FSLlC ...,;;,.'....._100 "'__".. ... . ",,' . ~ III~ ~l'l'o; STATE CAPITAL SAVINGS ASSOCIATION Gi]TE: DECEDENT: Margaret T. Horst #o.a.L -l.5.. -O004::l B.;.u.NCE AS OF DATE OF DEATE $ ACCRUED INTEREST DATE OF DEATH VALUE $ DATE ESTABLISHED MATURITY DATE ACCOUNT TITLE Marqaret T, Horst 5,544,80 22,47 5.567.27 #_- BALANCE AS OF DATE OF DEATH $ ACCRUED INTEREST DATE OF DEATH VALUE $ D.~TE ESTABLISHED MATURITY DATE ACCOUNT TITLE .lL 'IT__ BALANCE AS OF DATE OF DEATE S ACCRUED INTEREST DAT3 OF DEATH VALUE $ DATE ESTABLISHED MATURITY DATE ACCOUNT TITLE .lL 'IT__ B.<>.LANCE AS OF DATE OF DEATH $ ACCRUED INTEREST DATZ OF DEATH "l!'~,{JE $ DATE ESTABLISHED MATURITY DATE ACCOUNT TITLE THE PENALTY ON PREMATURE WITHDRAWALS O? TEP.\! INVESTMENTS IS WAIVED PRIOR TO THE INVESTMENTS RENEWAL D,~,TE. TO ACT UPON ACCOUNTS HELD IN i>,N ESTATE WE REQUIRE A SEO~T CERTIFICATE OF CURRENT DATE; A DEATH CERTIFICATE ON JOI~ITLY E3LD ACCOUNTS. CONTACT US FOR ANY FURTHER INFORMATION. BY: //"7H'j' I :'J__, ,,( -' -I i......-d.._. L-j.-t...<-c.-(".-.... '-." 108.114 NorHH SECOND srm:.ET, PO llOX l8G1, IV,Hr-,ISIlUI~G, PENNSYLVANIA 17'O~) l ;'17) 238.13252 FSLIC ;,;,;,0-,;;....--.;;;;... " ;.-" Silvlngs & LOiln k,[;ociation a! Hmfisburn Account nmuber: 01-16-326171 Account ti.tJ.e.; Marlin Horst Trustee for Margaret Horst Balance as of date of death" . . . . . . , . .S 1,052.49 Accrued unpaid earnings. . . . . . . . . . . .S 3.07 Total value on t~e date of death . . . . . . . .5 1,055.56 ::~t-llllllt.~E,:.. 01-27-705203 AccoU:n1"tit-lel~gare,t,,,J:I.,?~st Trustee for Marlin lio~, ____-&:I..Qflee-ae-oHs te."(j'fI!'l!ea"n";;'.~,:"",,,,,,,,,,,,,,,,, "'~, ': "~'., ~:,.'-~..,... .i.1~"655.,,,2',,,, Accrued unpaid e~~J1gs'::-'_:~" ~'. ~ . ~' . .....~,.....,.l!., . .... ..5 41.32 -Total-:.'r.J..aue"""'orf'tiie:~date'of'death-. . . . . . . . . ,. '~S11,696.64" ::.:.......--",.;...~ .-' Account numbar: 01-16-627166 Account title: Marlin Horst Trustpp Balance as of date of death. . . . . Accrued unpaid earnings. . . . . . Total value on the date of death . . . for Margaret Horst . .. .. ...S . .. . ..S . . .. ...5 1,000.00 2.88 1 . oo2:lSB' Account number: 02-01-502068 Account title: Margaret Horst Balance as of date of death. . . . Accrued unpaid earnings. . . . . _ . Total value on the date of death . . . . .5 2,285.47 . ..S 4,84 . .5 2,290.31 . . . . . . . . . . . 234 NORTH SeCOND 8TI1[[T ' p,o. DOX 1111 ' 1l,\f1f1ISGURG, Pr\ 17103 ' [717) 232-GGG1 ---';;'f .'--, t"~r!J , ,r8Dll~ ",~,."".""'" QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two yems of death, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No",) no 2, Did decedent, within two yems of death, transfer properly from himself! herself to himself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No",) ..IlO..- 3, If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following information: n/a a, Age of decedent at time of transfer, b. Copy of death certi fi cate, c, Affidavit by the attending physician indicating the state of decedent's health at time of transfer. d, All olher information supporting nonlaxabilily 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? n/fl 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".) .~ b, The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No",) no 6, If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others. n/a 7, Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "No".) nn 8, Did decedent, at any time, transfer property, the beleficial enjoyment of which was subject tochange, 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 alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No".) no REV.453 EX t p.aol COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT Estate of Margaret T. Horst SCHEDULE "0" BENEFICIABlES *, (Instructions on Ruverse Sid,) -- DATE 0 F BENEFICIARIES AND ADDRESSES RELATIONSHIP SUllVIVr:D INTEREST OF BENEFICIAHY DECEDENT BIRTH ., .. - o~__ l. Marlin A, Horst __~.J::Q.t~,_ __YeL_, -...Adu1 ,.. .\:..lD.~est of real esJ;. 211 16th Street and 1/3 residue New Cumberland, PA 17070 .- --_. - , 2. Betty J, Nes ter Sister Yes Adult 1/3 residue R. D, #1, Box 3062 - Calrelot - 1- Rehobeth Beach DE 19971 -, 3. Ruth Orris Sister Yes Adult 1/3 residue -..--- ..._.__.____0_.._. -"-.- 4. The Permsylvania Easter Seal Sc :iety --- --- ---- $1,000,00 S~. Beq, fulling Mill Road I Middle_town, PA 170S7 . Ii Goodwill Industries of Central '=.,t:LlgsylwID.ia ,__ )JIp~, ~-~':.~ ---- _$l..o.o.P..'(tO_S~G,_~_q._ ------ 1829 N, FronUtre.et ----.-----. - -- ----_.__._-..~ --..-, . .-..-- .. ,._._.._._~-~--- Hauisburg, PA - 6, First United ~thodist CluJt:ch --- - --- ---- $~QillLO,O._Spec.....B.eQ.._ Boas and Susq\lelwma SlJ;:eets - Harrisburg PA - -.o -- , - The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH , ,"-or';':\",. '-'1:j'I';I" :... ,,' fl...... INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal, owned by the decedent jointly with another party or parties as joint tenants with right of survivorship, Both tangible and intangible property are to be included, ' List real estate first, 1, Describe all real property as indicated in the instructions for Sclledllle "A", Describe all personal property as indicated in the instnlctions for Schedllle "B", Include tile name, address and relationship to the decedent of the co'owner (s) 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. c '" " n ;.- tTl :.- ::.: > 0 0 " crl 1:1 - Z C1 n c:: " -I % :;;00 Z t"" t'1 > 9 - P t"" t'1 7: % ;0 Z % % t'1 -I tTl -I P P -I ><: CJl t'1 - CJl % 0 CJl 0 -I 0 "I I "I ;0 ~ i > 0 I I -I "I - "!j I 0 - z n I S;; t"" I c: tIl t'j 0 Z t"" -< -< -< ~ t'<1 t'j :.- > ;0 ;0 27 - $50 Series "E" U, S. Bonds Serial Number Nrure Date of Issue Date of Death Value 12143801841E Miss Hargaret Horst or Harlin A, Horst 11-78 41. 56 I2139471313E " 9-78 41. 92 I2134445337E " 6-78 42,28 I2127532879E " 4-78 42,28 I2115477973E " 2-78 42,28 I2107912543E " 12-77 43,42 I2096656982E " 9-77 43.42 I20899S2112E " 7-77 44,62 I2080851266E " 5-77 44,62 I2069842289E " 2-77 44,62 I2065856612E " 12-76 45,94 I2060732454E " 10-76 45.94 L2048258970E " 7-76 47,34 I201108611384E " 5-76 47.34 L2038218910E " 3-76 47,34 I2033736817E " 1-76 50,76 I2024606947E " 10-75 50,64 I2004755605E " 8-75 50,64 I2004872278E " 6-75 52,28 L1100588315E " 3-75 52.16 Ll088452600E " 1-75 53,86 LI080498496E " 11-74 53.72 Ll080465550E " 8-74 53.72 Ll0735475llE " 6-74 55.43 LI059977174E " 11-74 55,34 LI053374078E " 1-74 57.14 LI04771586lE " 11-73 56.28 } Full value~ 22 - $25 Series "E" U, S, Bonds Estate valuation of I 2 value = $653,47 Date 0 th Ser.ial Nunber Name Date of Issue Value Q5091455373E Q5091436756E Q5091404966E Q5071133907E Q5071101589E Q5071082599E Q5050441976E Q5050422944E Q5050396249E Q5006578123E Q500655167lE Q5006533297E Q500651229lE Q263096366lE Q2630945908E Q2630923393E Q2618188722E Q2618163446E Q2606090831E Q2588042628E Q258033571lE r in '"' ~~11i1 Miss Margaret Horst or Marlin A. Horst 9-73 29.06 " 8-73 29.06 " 7-73 28,99 " 6-73 28,99 11 4-73 28.92 " 3-73 29,86 II 2-73 29.86 " 1-73 29,79 " 12-72 29,79 II 1~72 29,72 " 9-72 30,69 " 8-72 30,69 " 7-72 30,62 " 5-72 30,53 II 4-72 30.53 II 3-72 31.52 11 2-72 31.52 " 12-71 31.45 " 11-71 31.37 " 10-71 31. 37 " 8-71 32.39 ._JL~.l~_~~l~QL" VL,,'I'ao';~:er:~~;~0:"=~'-jt~ru?~h'~~f3 Estate of Margaret Horst 211 Sixteenth Street New Cumberland, Pa JOSEPH McGRAW . Appraisals, Property Consultants . THIRD .nd MARKET STREETS, LEMOYNE, PA, " I' ' \ . ',' ,~ \ '\: \ \ I , . ,,),'3 ~- '5' (I 1,-:- I \ { I \ . , - , " , '-, .' . ,'" \ i, :\.~ ( \j" \ \'. '" "", . 'L" <I ," . , ," ," ' \ ' \\" .' ,h 'I., 1 , '.," ." ., 'T , "I.. It " .~ j . ," I . -, (. 'I~ , " "'" \ I, "',' ,'t,',:" ,',~, ;:. '..:, .'. " ,';" ,\",..,\;,,, , "I " 0' I .. I't, .' i .~, '. -j. .~ l " "~ '..' I, J . 'I ;' I .., " ,~ 'I ., .' . ,( .J .~ ~ :'. I.:"..'. ....\1'. ~",1:.,:.,,'...\~~ 'I r l' ", " . " ,,::-.7 I' I,'a: ". .. 'I '..' \ .~. i ;.." '... ~' r " " .. .' '. :....:..... : :\:1, .~ ... ,:j.' . ..'. ,. I . , .' II.,. ':.', , , . , " " f~ . . :., I , " )', .~ \.,' \, . I , "i~, " ' '. .'J'i. I ',;,.- ('ol. ~'1 or,,", '; .: l,~.. " ,\ .' , . ' ..' " ' , " ~: DESCRIPTION OF IMPROVEMENTS Exterior Brick and frame Cape Cod style dwelling with gable style asphalt shingle roof, aluminum downspouts and gutters and enclosed side porch. Estimated age is 35 years. Main Level Living room with fireplace, 1 bed- room, 1 modern ceramic tile bath and a semi modern kitchen with me- tal wall hung cabinets and wood base cabinets with 2 bowl porce~ lain sink and formic a counter area, Upper Level Two bedrooms with Cape Cod style slanted ceilings and eave storage areas. Basement 100% unfinished storage with con- crete block walls and concrete floor. Heat and central air conditioning is supplied by a new Bryant gas fired unit. Hot water is supplied by a 30 gallon gas water heater. Electrical service is 125 amp with circuit breakers. Finish Painted plaster or knotty pine pan- eled walls; carpet over hardwood or vinyl covered floors. Overall condition is average to good. Minor water seepage was ob- served along the east foundation wa 11 in the bas emen t . Gross dwelling size 1131 square feet. JOSEPH McGRAW . Appraisals, Property Consultants . THIRD and MARKET STREETS, LEMOYNE, PA. FII e Number INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-81-0050 Estate Name Margaret T. Horst [!] Original o Supplemental o Remainder REV-1\84 EX+ t&-BOI Dote 01 Death January 15, 1981 Social Security Number 172-01-5370 I, the undersigned duly appolnt.d Inh.ritooc. To. Apprals.r in and lor tho County 01 Cumberland P.nnsylvanla, do resp.ctfully r.port that I have appraised the real and personal prop.rty as reported in tho loregaing r.tum at th. valu.s s.t larth appaslt. .ach it.m in th.last column to the right in Sch.dul.s "A", "B", "C", and "E" REPORT OF INHERITANCE TAX APPRAISER Dat.d: April 30, 1981 r ~, , ),. I \ ....i I" l' >,'f',J...:ft [I' j,:."f I ) INHERITANCE TAX APPRAISER ADJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VALUE AS APPRAISED CDDE (HARRISBURG USE DNLY) Real Property (Schedule A) $ none 00+ 92+ Personal Property (Schedule B) 39 635 69 10+ Jolnt.Held Property (Schedule E) 20 971 83 2lH Tran.fers (Schedule C) none 30+ TOT AL GROSS ASSETS __,____&.Q.,607- ?2 Len Debts and Deductions 40- 93- (SCHEDULE F) CLEAR VALUE OF ESTATE o Life Estate ill! FACTOR PRINCIPLE VALUE COOE o Annuity FOR USE OF REGISTER ONLY Tax on $ s;,QQE. COMPUTATION OF TAX $ $ $ $ 6"' " 15% Tal( "n $ Tax on $ Tax on $ $ Tax on $ Exemptions Total Estato TOTAL TAX INTEREST FROM BALANCE TO $ $ $ TAX CREDIT $ '-' " " .,; '-' l-< P< ~ ~ '" '-' ~ ~ l-< en -< <: 0 'tl :z: .c l:l Z ~ !;: '-' '" 0 >- . '" M E-< M l-< 'tl "" ~ " l:l on rIl '-' '-' ~ '" "< ::J " '" M l-< '" l-< ...l '" ~ U " -< 00 ~ ,c - l-< M !3 " u z ~ M M ()) - 0 N Z U M M N r:. - r:. ~ 0 ~ ei ~ Il:: ~ r- 0 rIl 0 z ei en ~ '" >- r- ei - ~ ,... ~ Z Z Z f-< ....l ei - ei ~ ~ z ::<: ~ ~ ....l Z ::;: Z 0 ::J U " Z - ~ tIl ~ 8 0 -< - ::: ~ 0 '" ....l \ GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death arc deductible against his/her taxable estate, In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker, All debts being claimed against an estate are suhject 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 tha spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption, In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. - '" tl n 6 t'l > ;S , z > 0 0 Vl " Cl n c: tl ~ z 3: z t'" t'l 9 9 t'" t'l ?:: Z :>:l Z Z Z t'l -I t'l -I I 9 -I t'l - 9 -< Vl Vl Z 0 Vl 0 -I 9 "rj "rj :>:l ~ ~ "- 0 - .. ,,, (Y' :_' - "rj .' CL ,._, 0 "l t,_-' ~')L) - L' 7:c:, Z n c, N ~,r, , ;;; I :1.:.':;' Q':,: c.. ,~ t"' wI..., -' ou.J 0.'- ~~ c: Q:V> = ~ Vl 0(; t'1 ~.... oc- 0 l/:!'" ~ ....=> po ...JU Z u t"' -< -< -< t'l t'l ~ :> > :>:l :>:l I I INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1, If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent, Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2, Assign consecutive numbers to each item listed, 3, Enter the date on which each debt was incurred and/or paid, 4, Enter the names of each payee. 5, Provide a brief explanation in the remarks column for each debt claimed, 6, Enter the amount of each debt being claimed, 7, The form must be signed by the person who has assumed the responsibility for paying the debts, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '*' COUNTY FILE NO: d.1-'{:J-5cJ DATE '}~~I ? /9 tL ESTATE f'n"r,,"'F5t.../.....r 11()/)~')~ ;::il-Yt- '50 COUNTY { AJvyy.., ~, 1\,Jl (i^/ ~" DATE OF DEATH \\ '''''''' / '? 1(1 <:/ I U . - , 4-, FILE NO. TO:~"YJ :\ A Di,c\/',!'.\It1< Co ~, ~ f):. ,p;.rX' _ J '~ I ~ I ') 7~-:,.k~ ,/ M- lIQ,w ' ~~~L.r< 1 [} / '70 '7 () I Appraised Value of Estate: Real Estate s ~ Personal Property + ~9/ b..) I), c:, 9 + ~ () 9 '7/, (( 3 ~ s (,,~ ,(,0 '7,,5 J" Jointly Held PropertyfTransfers Total Gross Estate Less: Approved Charitable Exemptions IJ, fC;d, yL/ s SJ , '7/lj G? "I o D u Va s 1-/ '7 17JLj , bY Total Approved Deductions Clear Value of Estate Clear Value of Estate Subject to Tax Amount Taxable @ 6% Rate s tax due $ Amount Taxeble @ '5% Rate LI-'? '7/~ (,1( tax due 7 ) 1)'7, ::< () , TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ 7 /5 7 ' do () ~ * * * .. * . 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 $ + $ - $ = s + = + = Interest accrues at the rate of six (6) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE s 17 1 r.:; '7 , ;:), r) :^:l;:' 1. -- - - -~ --- - -- -- - -- .-, --- - - _.-. -- _.- -.- .--- ,--.-- ---, -- -' -, --- -- ~ --- - - ~_. -.- , .,.._erw... __ =--- __ -....0.- 'tI. REV.1162 EX 1 ~.' ' . COMMONWEALTH OF PENNSYLVANIA i 4NO K 29635 DEPARTMENT OF REVENUE " , OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX I ' " ; II = lit I ~ ~ r ADDRESS 317 3rd street - ~- -- ..--. --- .... ~... --= ..... - TAX AT 6% TAXAT1S% ~~g'iv\VED Jon F. LaFaver, EBq, TAXAT_% ESTATE TAX New cumberland, PA 17070 '--~~~~T~[~~~~ATj(i~CJ;~-;;- 15, -i981 TOTAL TAX CREDIT $7,157.20 FILE NUMBER 21-81-50 DATE OF PAYMENT July 8, 1981 NAME OF DECEDENT Merqaret T. HorBt COUNTY Cumber land G m LESS DISCOUNT PLUS % INTEREST (FROM __ TO_I -------------------------------------------- TOTAL AMOUNT PAID $7,157.20 POSTMARK DATE REMARKS SEAL RECEIVED BY /j / " {,/ / / / ' (!:./ r..:::. /,!cIt..d~::./ ,/ SIGNATURE // i/ ~ "PAID IN FULL" REGISTER OF WILLS --,-'-- --.--.--------- - -'-'--'- --...--......-.-- - ---- '\ VI. I 'nPnies which may be payable at the tirr.e of my death to!re, to my estate, or to \ ' ' ' ' ' FY hereinafter narred Trustee from a pennsylvania State 'Retirement Fund, in trust; ~I ertheless, to hold and administer as follows: A. My Trustee shall divide the total fund received by him into three (3) separate shares: One (1) share for my brother', MARLIN A. HORST, \'"""'dng 0' ,ifty "",. "" (SIf<) 0' "'" roW, one (1) ,1=, fur "i ,i",," , i ORRIS, _"""" 0' """,,-fiw .~ - (2%J 0' "" ",,,,,-, "'" OM (1) ..1""" fur "i"'''"'' """ J. ""TEL<, _i""" 0' """,y-fiw p~ 0"" (25m -Pt' "" roW. .Nf _... OWl bold, inv~' "'" -, "" """" in "'" ~Share and shall ,pay all of the net :incOIre in semi-annual installments unto the 1teneficiary for mom the share is ,held during the natural lifetime of the said r-.: " ' ~ eneficiary. ~ B. Upon the death of any beneficiary,;my llPnies remaining in the ~ e held by Trustee for such deceased beneficiary shall be divided equally ~! aIll)ng the'shares then being held' by my Trustee for the surviving beneficiaries I " ' ' ' " (if any). I hereby give and bequeath unto my hereinafter named Trustee all C. DJring the lifetime of the beneficiary of the aforesaid shares, my Trustee shall have the power to invade each share for the health care of the Ib"""""'" fur .- "'" ,_ '" .b."" held. llealclo "" ,W1 <no1""" bo'Pi.J and nedical expenses. nursing home care a11d ;my expenses incidental thereto. MY invasion shall be made at the sole discretion of my Trustee; and in making such invasion, my Trustee shall take into ac,count other assets and sources of , " income of the beneficiary whose share is to be invaded, , ' D. Upon the death of the last named beneficiary, the Trust created ~! ' Page twO of five Pages , ' " ' I.AW 0"1". JON P. LoAFAYBR 11" THIRD .fllElf "EW c.lltolUIU.A..D. ".. . \ , ' whatever principal and undistributed income remains as follows: 1. One-half (1/2) unto BE'nIESDA MISSION, 611 Reily Street, Harrisburg, Pennsylvania. 2. One-half (1/2) unto POLYCLlliIC MEDICAL CENTER, Harrisburg, Pennsylvania, "Which bequest I desire to be used in connection with heart disease, heart: treatment and heart research. VII. All the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, I hereby give, devise and bequeath in equal shares, unto,my brother,MARLINA. HORST, and my sisters, BETl'Y J. .\NESTER and RIJlli ORRIS. \ ':Il' -I . ~I TRUSTEE'S PO\~RS: My Trustee shall have the following powers in ::-I" r-.;I'addition to those given by law to be executed in his own sole discretion: --L\ A. To retain any real or personal property which may at aJ,i.Y t:ima l~,form part of the Trust, including stock of Dauphin Deposit Bank and Trust ' !!ICo1Iq)any, as long as it may deem advisable. lib ' ' ~Ir B. To invest and reinvest in any real or personal property, ~including any Commn Trust Fund "Which may from t:ima to t:ima be established and maintained by Trustee for the benefit of its trust estate without restriction to legal' invest:ments. VIII. C. To purchase invest:ments at premiums; to charge premiums to incoma or principal, or partly to each. D. To subscribe for stocks, bonds or other investments; to join in any plan of lease, rrortgage; merger, consolidation, exchange, reorganization, [foreclosure or voting trust and to deposit securities thereunder; and generally r exercise all the rights of security holders of any corporation. t E. To repair, alter, improve or lease, for any period of t:ima, any real or personal property and ' to give optio9S for leases. I .,' F. To sell at public or private sale, for cash or credit, with or r-thout security, to exchange or to partition any real or personal property and '00, giv.eopt~ for sales or exchanges.' " . ' ~AW O"ICI. , .ION Po ""...FAVltA "7 THUID nun . HIW CU...IU"'''HO,'A. Page three of five Pages , , " II '. ..., , G. To borrow money from any person, including Trustee, ali.d to rtgage or pledge any real or personal property. ' " 'H. To compromise claims. I. To make distribution in kind. J. To exercise all power, authority and discretion given by this Instrument of Trust, after the termination of any trust created herein until the saIOO is fully distributed. ' 'K. To purchase and rold investments in the Ilailia of a nominee. IX. DISABILITY PROVISION: If any beneficiary shall, in the opinion of rrrostee, become mmtally or physically incapacitated, Trustee may apply such ,'f.-llpeneficiaryl s share,' either principal or income, for the support and welfare of "nj1such beneficiary, directly to doctors' or madica1 institutions without the '\ ' ,incerv:ention of a Guardian. ~ X. 1JIRIGlITTO ADD 'IDTRUST: Trustee spall receive and add to the "I h,rincipal of this Trust any property 'Ivhi.ch at any time may be given to the Ii7\:) , ' ' ~[r'rustee by myself or by any other person, by Deed, Will or in any other manner. XI. PROTECrIVE PROVISION: All principal and income shall, until actual \.distribution to the beneficiary, be free and clear of 1:he debts. contracts, lalienations and anticipations of any beneficiary and the sarna shall not be I ' ~iab" to ""f ''''Y. ._t, """"""'" ~ ,...,..""!an ""''' in "" IFssession of Trustee. XII. LAW O"'ICl. JON p, L....FAYER "7 THU.D aTlUlT .. 'TAl{ ClAUSE: If any estate, inheritance, succession or other death taxes are assessed against or rreasured by the assets of this Trust upon the I th of myself, 'this Trust shall bear its proportionate part t!i.ereof. Trustee .' \ . . . Page four of five Pages , ' "loW CUMI'lIlLA"D, 'A. \1. II II I' , !ishall pay the sama out of principal and may pay the sama at such tin-.e or tin'.es lIas Trustee deems advisable. ' \1 1\ II IIESQUIRE as Trustee under the terms of this, my Last Will and TestaIl'ent. If the I, ' I\said Jon F. Waver, Esquire, should predecease roe, fail to qualify or cease to i\act as such, or is unable or unwilling to serve, then I nominate, constitute and \'jappoint DAUPHIN DEPOSIT BANK AND TRUST COi:fi!PN'l as Trustee. I. II \1 \\ESQUIRE, as Executor of this, Wi Last Will and Test.all'eIlt. II'" 'iN. \\ No fiduciary acting under this Will shall be required to post bond \\in this jurisdiction or in any jurisdiction in which he rray act. ' \ IN VlTINESS ~REOF, I, M.IIRGliREI ,T. HORST, the Testatr~, have unto \~'rls' "i laot WUl "'" ""t""", oot "i hmd "'" ""- <hi< IS"". "'" of \\~. A. D.. 1980, II 1\ 1\ Ii SIGNED, SEALED, PUBLISHED and DECLARED by MARGARET T. HORST, the \\above-n.arred Testatrix, as and for her Last Will and Testament, in the presence \\of us Who have hereunto subscribed our names as witnesses at her request, in I\\the presence of the said Testatrix ando~ each other.,,' /1 .r ,\ ._,.:, ,-__/---1/ ~':7' II " \."..~~//(f. (("I ''--- I: I II . l..AWor"cu JON P. LAFAVEA aU THIfl.D ITAUT HEW C\II,~""I."MDI''''' .' .. XIII. I hereby nominate, constitute and appoint my attorney, JON F. WAVER, XIV. I hereby nominate, constitute and appoint my attorney, JON F. WAVER, ~"",--;{- -:J. JJ---'L.:-t' \ 0 . (SEAL) , / i- Page five of five Pages ,.., o:l c-)~~ ~ :0:0 c::_. m~ -..... ":"-";1' ~C') fn ~ c::l (.f'::O P'1,:" ~:7; ,.., ..jO ~'r'l , ."'; N ;~l? . ;:~. "H, <i~~ "'I " ,-' E '" ~ " ,., ~ S 'p ~ 1 ,", 0 ;i~ ',;; ", " g ~ ~~ 0 :;: "" , ~ .! ::; ." '" ~ - ~ g " 5 OJ " ,0 '" ~ " -;:; .~ ~ :S , .~~ ::: p;g!;j @ ~ .s .. -" ~ z. ~~~ Ul 0 ~ , ~5 ',0 " 5i ~ ~ ll) E ':.J ,. .. 't:l .. ~ E-< .;,! ," " '< w ~ 'j:; :J ~ w I ~ 0 u w ~ ~ ~ v, .;;' U ~ .~ " ~::: .' - , Ii: ~ ~ ..... "" ~ ~ ~ ~ c ~ ~ 8\') ~ ~ ,'J 0 " ~ 't:l C , ~ ;: ,i ll) :") , rr.; 3 'C ~ I, ~ I- ~i!' " .- ~ :.- "- " ~ j ~ ::: ~ ;; " ~ t .- .~ ...) . IU ~ i:: = " Ul g " ,- " ::i 8 ~ ~ ~ -J ~ ::> I ~, c , ~ ,- (j) (~0 u ~ ~ ~ " 't:l ~ ~~ ~ r.' ," "a " " J '" . v. Z S .' , c S S u c; :j ,J " . '\ " ~ .' '.,) " .j , ~. E ," ;:) 'u " \ '" ci .. " c ~ .- "f) ~ '- ..c :g " " ~ ,', ' :~ S ,~ .. - ., DEBITS i Your accountant charges himself with receipt of the following items: I 1-27-81 ISocial Security - December $ 515.40 l'close First Federal Savings Account #2-1-502068 2,294.45 Close Dauphin Deposit Checking Account 4/44 144458 99 932.11 2- 6-81 I Close PA State Employes' Credit Union Account #172015370 (0) 6,624.54 I 2-27-81 ISocial Security Death Benefit 255.00 I 3- 9-81 I U. S. Treasury - Redean $25 Series E Bond 41Q106461429lE dated 10/30/52 I in the names of ~mgeret Horst or Lula G. Horst 4-23-81 I U. S. Treasury - Tax Refund (Personal Income Tax) 4-24-81 ,Medicare - Claim 4-29-81 I John Wanamaker - Refund 5- 4-81.: PA Blue Shield - Claim 5-12-81 I John Wanamaker - Refund 7- 7-81 'I Close Harris Savings Account #1-84122 7- 8-81 II1edicare - Claim 7-21-81 1165 Special - Claim 8- 4-81 iClose State Capital Term Cert. 41001-20-26366 I Close State Capital Christmas Club #3102754 8-26-811 CCNB - Interest on NCJioJ Estate Checking Account 9-28-81 I CCNB - Interest on NCM Estate Checking Account 10- 5-81 Redeem Harris Savings C/D #1-16-007188 Redeem Harris Savings C/D #1-16-007534 Close State Capital Savings Account 41001-00-02171 ,Close State Capital Term Cert. Savinp;s Account 41001-15-00043 I' il Total Cash $ 40,197.74 1.1' In Kind ;; ~ interest in real estate situate at 211 Sixteenth Street, , New wnoerland, PA. il CPEDITS !IYour accountant credits himself \o.>ith payment of the following itemS: 1-28-81 II Register of IVills - Letters & Certificates $ 'Ipareroy's - Charge Statement 2- 6-81 :fDr. R. B. Brown - Professional Services ,[Musselman Funeral Hare - F\meral Expenses . Crego's - Balance on Account :iFHWC Associates - Professional Services 2-17-81 liThe Patriot-News Co. - Legal Advertising " " JON F. 1.AFAVER ii 317 THIIIID STlnET il HIW CUMllltlllLAND, PI.. ji 'I " il "". FIRST AND FINAL ACCOUNT OF JON F. LaFAVER Executor of the Estate of Margaret T. Horst late of the Borough of New CUmberland, Cumberland County, Pennsylvania, deceased. L.c.W O"ICI:5 Lib lUll r~"E Z-i2 63.75 22.29 44.00 80.00 11.00 80.00 3,277.03 80.00 20.00 11,175.73 16.62 34.27 66.77 1,512.00 3,017.71 4,068.32 6,006.75 53.00 63.48 65.00 3,259.85 129.60 100.00 21.63 ~" 'I :1 :i ;1 2-19-81!C:unberland Law Journal - Legal Advertising 2-23-81 iJoseph !1cr1raw, Inc. - Real Estate Appraisal 3-10-81 iEdith Seipe - 1981 Personal Taxes 4- 2-81 i Internal Revenue Service - 1980 Incane Tax 4- 2-81 I,PA Department of Revenue - 1980 Incane Tax I\Register of IVills - Filing PA Inheritance Tax Return 6-23-81 I,JOhn wanamaker - Return of overpayment of refund 6-29-81 I!Register of Hills - Filing Inventory & Debts & Deductions 7- 7-81 . Register of \~ills - PA Inheritance Tax 7- 8-81 :\Internal Revenue Service - Penalty for tmderpayment of Est. Tax 10-19-81 i,Jon F. LaFaver - Legal Fee i Jon F. LaFaver - Executor's Fee IRegister of Wills - Filing Account I Recorder of Deeds - Filing Releases 'I I ! Total ! LAW O,'ICES JON F. LAF,I,\,ER 317 THllllDllTlnET HlW cUMaUILAND. ".... 18.00 100.00 9.80 356.00 46.91 3.00 , 80.00 I 6.00 I 7,157.20 ' 22.61 ' 1,589.03 3,030.38 75.00 40.00 $ 16,226.49 RECAPITUlATION i ! I , I Total Credits 16,226.49 , I I Balance for Distribution (Cash) - $ 23,971.25 In iKind _ ~ interest in real estate at 211 Sixteentn Street, New CUmberland, FA. , COlM:lN\\lEALTH OF PENNSYLVANIA ) ! ( SS. i COUNlY OF CUMBERllIND) I ! Personally appeared before me, a Notary Public, JON F. LaFAVER, i I Executor of the Estate of 11argaret T. Horst, deceased, who stated that the \ foregoinp.; Account is true and correct to the best of his kno,~ledge and belief; , , i and that no person interested in the Estate of Hargaret T. Horst, deceased, as 1 I creditor, next of kin, or otherwise, has given notice of his claim in writing i i to the deponent or the Estate's attornev, Jon F. LaFaver l J)-ltf~~- Total Debits $ 40,197.74 I ,- lI~l^ lUll rAvL ~43 t.~j 05 ("')r-: ",'" c~, ~ :r~ rrl~ ....," ' "" 0?o ~~r:~ ,n" :-;, . Ie.' ':'"'1 N C.1 .. .. c - c: .~ -. ':: - 2 ~ ,,, :.s " " '" .- .. ~ u n~ ;;: '.J ~J ~J '.' .~ " " 0 L '-' 'n " ~ " ...'..: ,''-.' " " " 0 H ~ -- , !:: ~ ..' .. " \0 ~ "'" ~~ .- , ~ ,~ ,'3 '0 Pl < ,0 '14 0 " '" r.1 Z :n ~ C .~ - ~ ~ C\1 im~ CLl " '" ~ ~. ~ .~ ..g S! ~ " ~ i'.J .- ~ '" ~ H ~ <~ .. "" ,,--.;. III ~" 0 ~: r.; . ,~ g, " ,- ~ ~ \~ ~ :z. .. I 6 , ....., ,- :.:2 ~ ....;... ~ :z. ~ .~ " .' ~ '" " ,,' .. " ~ ~ 0 0. ,,:l g,~8 <~ v , " 0 " <i ~ .".:: G " ~ ;: ,-;, ,. :~ ~ 3 ~': g ,:313 ~ -I ~8Cn , ~ \'. M '" "'" ~ " ) '" Yo "r'; ~ = '" .....1 ;;1,' ..... .- " :< = ::" ~ ~ r-.. ~ " =, ~,~ 'a:; +" u ,. .<: ~ ~ .> " -' u .. " '" Z :. ~ ~ ~ ~ ~. 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