HomeMy WebLinkAbout81-00056
No. 21.81 :ih
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of
Raymond E. Evleth
, deceased,
To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania,
Petltioner(s) Is (:mI) the executor
named In the Last Will and Testament of
Ravrnond E. Evleth, dated october 2, 1980
Decedent was a citizen of the United States and a resident of Camp Hill
~~:tI~IlJ!Borough), Cumberland County, Commonwealth of Pennsylvania,
Decedent died on Saturday
the 17th day of January
A,D, 19~, In the
County of Dauphin , State of Pa. at the age of ~ years,
Decedent:llla3C(has not) been married andlhml (has not) had children born to him (loa!ll:slnce the ex.
ecution of the above described Will,
Decedent was possessed of personal property to the value of $500,000.00
and of real estate to the value of None
as near as can be ascertained; said real estate situated as follows
Therefore, your petitioner(:,;d respectfully apply(ies) for the probate of the said Last Will and Testa.
ment and for Letters Testamentary theron,
Dated January 20, 1981
Name and address Dauphin Deposit Bank and Trust Company
of Petitioner(s)
213 Market Street U(;/J" K 'C:<9(.,j
Harris~, Pa. 1710~
By ~tn..... ff Jl'L
Thomas W. Walker, Vice Pres1dent -
Trust Officer
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND l
ss
Thomas W. Walker, Vice President - Trust Officer of Dauphin Deposit
Bank and Trust Company,
named in above application, being duly sworn according to law say(s) that the
statements set forth in this petition are true to the~o'- his ~ knowledge and belief.
swortL_ and subscribed before if~ Jf! Y4.....
Thomas W. Walker, V1ce PreS10ent -
Trust Officer, Dauphin Deposit Bank
and Trust Company
me, Januarv 20 , 19~
_~_~~ua~
-U-t II ~ister
IS"'/O
Filed:
January 27, 19'n
Attorney Robert L. Myers
III r' I
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D. The sum of $50,000.00 to DAUPHIN DEPOSIT BANK AND TRUST
COMPANY, Harrisburg, Pennsylvania, as Trustee, for the fOllowing uses
and purposes:
1. To pay the net income to Mrs. D. R. Taylor of the
Borough of Camp Hill, Cumberland County, Pennsylvania, for her life,
in such periodic installments as Trustee shall find convenient, but at
least as often as quarter-annually.
2. As much of the principal of this Trust as the Trustee
may from time to time think advisable for the support of the said Mrs.
D. R. Taylor to maintain her in the station of life to which she is
accustomed at my death, or during illness or emergency, shall be either
paid to her or else be applied directly for her benefit by Trustee.
3. Trustee may apply the net income of this Trust for
the support of the said Mrs. D. R. Taylor, should she by reason of age,
illness, or any other cause, in the opinion of Trustee, be incapable of
disbursing it.
4. In addition to the above provisions, the said Mrs.
D. R. Taylor shall have the power to direct the Trustee to pay to her
any part of the principal of this Trust, at any time and from time to
time, by notifying the Trustee in writing, ev'en if said payments exhaust
the entire Trust.
5. Upon the death of the said Mrs. D. R. Taylor, the
then-remaining principal and any accumulated or undistributed income
shall be added to the Trust created under ITEM VI of this Will.
ITEM VI. I give, devise and bequeath to DAUPHIN DEPOSIT BANK AND
TRUST COMPANY, Harrisburg, Pennsylvania, as Trustee, all the rest,
residue, and remainder of my estate, real and personal and wheresoever
situate, including property hereinbefore ineffectually disposed of or
the disposition of which hereinbefore directed shall by reason of lapse
or other cause fail to take effect, and all property to which in any
manner I may be entitled or over which I may have any power of
testamentary disposition now or at the time of my death, wheresoever
the same is or may be situated or located, to be held in trust for the
following uses and purposes:
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OATil OF SUIISCRIIlING WITNESS
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND f
This 20th day of January A,D,,19 81 ,
before me, Register for the Probate of Wills and granting lellers of Administration in and for said County of Cumberland, in
the Commonwealth of Pennsylvania, personally came Joyce R. Anderson and Robert L. Myers III,
the subscribing witnesses to the foregoing instrument of writir.g purporting to be th, last Will and Testament of
Raymond E. Evleth
Dated
October 2, 1980,
late of the Borough of Camp Hill,
Cumberland County Pa., deceased who being duly
sworn ,according to law, depose and say, that. they were
Raymond E. Evleth,
present. and saw and heard"ihe testa tor.
sign, seal, publish, pronounce and declare the said
instrumentofwriting as and for h is
Testament and Last Will, and at the time of so doing he was
was of sound and disposing mind memory and understanding, to the best of their
knowledge, observation and belief.
Sworn
and subscribed before
9J;7/V;j (?, 1t/-(~
Register
AFFIDAVIT Q}' DEATH
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND \
Thomas W. Walker, Vice President - Trust Officer of Dauphin Deposit
Bank and Trust Companv, being duly
sworn
says that as nearly as can be ascertainerl the said decedent
Ravmond E. Evleth
died on
Saturday
the 17th
day of
January
A.D.. 1 9!.!....
at or about__
Sworn
2 o'clock. ~M.
and subscribed this
~ )f)lJL
Thomas W. Walker, Vice President _
Trust Officer, Dauphin Deposit
Bank and Trust Company
20th
day of January
19,~before
7J(~fI
(!. ~d~
Register
OATH Q}' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Lellers of Administration in and for the County of
Dauphin Deposit Bank and Trust Company by Thomas w.
Cumberland, personally came Wal ker. v; ce Pre,,; c1f'mt - 'l'rll"t nffi ,,(Or.
who, being duly sworn
,do es depose and say that as Execu tor
of the last Will and Testament of
Raymond E. Evleth,
he
will well and truly administer the goods and chattels, rights and credits of said deceased aecording to law. And
also will diligently comply with the provisions of the law relating to Transfer l~tanc#~ and subscribed before me.
January 20, A.D., 19~ + ~ . ~
q;o//i/1.-f4 e. ~t'<,/~..;J
~ tl ~ Register
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DECREE
Be it remembered that on the~~'~h
day of January
,A.D.,19~. there was probated and
recorded the last Will and Testament of Raymond E. Evleth
the Borouqh of Camp Hill
,Cumberland County, Pennsylvania,
Dauphin Deposit Bank and Trust
Deceased. Letters Testamentary were granted to
C9mpany
Wllness my hand and official seal the day and year aforesaid.
:~dy.' (J. Y-O-r'd., ..
Regl$tcr
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deeeased
latc of
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1981
Jan, 20
28
Feb. 2
2
3
3
5
5
10
10
10
10
PRINCIPAL DISBURSEMENTS
Cumberland County, Register of Wills - Probate
of Will and 12 Short Certificates
Cumberland Law Journal - Advertising and Proof
of Publication
Alfretta Buchko - Monthly Garage Rent
Alfretta Buchko - Salary
Gilbert W. Parthemore - Funeral expenses
Sunderland Chevrolet - 1980 Citation Inspection
Bell of Pennsylvania - Phone service to 2/24
Patriot News - Advertising and Proof of publication
Loss on sale of $25,000 Lebanon Pennsylvania School
District 5.30% General Obligation Bonds due 2/1/86
Carried at $ 21,774.50
Realized 21,005.00
Loss on sale of $10,000 Pennsylvania Commonwealth
6% General Obligation Bonds due 2/1/94
Carried at $
Realized
9,985.00
6,752.00
Loss on $25,000 Hamburg Pennsylvania Area School
District 7.375% General Obligation Bonds due 9/1/93
Carried at $ 21,056.25
Realized 20,937.50
Loss on sale of $20,000 Pennsylvania Commonwealth
6% General Obligation Bonds due 2/1/99
Carried at $ 13,192.40
Realized 12,758.00
lO Loss on sale of $25,000 Eastern Lebanon County
Pennsylvania School Authority 4.75% School Revenue
Bonds due 10/1/84
10
Carried at
Realized
$ 22,215.00
21,375.00
Loss on sale of $25,000 Dallas, Pennsylvania
School District Authority 4.10% School Building
Revenue Bonds due 10/1/82
Carried at
Realized
$ 15,787.25
13,430.00
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eGCi~\ ~L.).L r i.\;l ,,:"u
$
111. 00
18,00
40.00
112.72
1,069,00
11. 65
27.59
8.29
769.50
3,233.00
118.75
434.40
840.00
2,357.25
1981
Feb. 13
17
17
10
10
10
17
19
24
24
Mar, 1
4
4
5
11
11
12
18
18
Bell of Pennsylvania - Telephone service
A, G. Lee - Delivery of the Patriot News
02/02 through 02/28
Cumberland County - Register of Wills 5 Short
Certificates
Pennsylvania Power and Light Company - Electric
service to 01/19/81
UGI Corporation - Gas service to 01/22
Joseph A. Cincotta, M,D. - Professional services
Alfretta Buchko - Salary
Vandling and Witmer - February apartment rent
Pennsylvania Power and Light Company - Electric
service to 02/l7
Harry M. Wimer - Professional services rendered in
appraising personal articles
Alfretta Buchko - Salary
Walnut Court Associates - Business office rent
for February and March
Vandling and Witmer - March apartment rent
UGI Corporation for gas service to 02/23
Bell of Pennsylvania - Phone service
Bell of Pennsylvania - Phone service
Edna Mills - One day of housecleaning
Patriot News - Balance due on cost of advertising
and proof of publication
Landis Jewelers - Examination and appraisel of
jewelery
- 8 -
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Ben: 1'.'1 r;M 10l
$
4.32
13.00
5.00
13.08
87.23
450.00
112,72
340,00
23.44
40.00
112.72
300.00
340.00
64.99
21. 45
4.32
15.00
14.21
15.00
1981
Mar.
20
Loss on sale of 2,206
shares Girard
Carried at
Realized
Company
$ 55,908.86
54,223.50
$
1,685,36
20
Loss on sale of 38 shares Honeywell,
Carried at
Realized
10.93
Inc.
$
3,843.93
3,833,00
20
Loss on sale of 536
Company
shares Philadelphia Electric
Carried at $ 7,118.62
Realized 6,491,82
626,80
20 Loss on sale of 420 shares Philadelphia National
Corporation
Carried at
Realized
$ 14,043,96
13,125,00
918.96
20
Loss on sale of 2,400 shares Textron,
Carried at
Realized
4,079,24
Inc.
$ 73,500.00
69,420.76
Apr. 7
10
15
15
May 1
June 4
Aug. 6
25
Sept. 17
Oct. 14
Pennsylvania Power and Light Company - Final bill
for electric service
1. 35
UGI Corporation - Gas service to 03/31
54,93
Internal Revenue Service - 1980 Federal Income Tax
681. 74
West Shore Tax Bureau - Earned Income Tax
27.59
West Shore Tax Bureau - final earned Income Tax
27.59
Kunkel Surgical Group - Balance of bill not covered
by medicare
43.68
Cumberland County Register of Wills - For filing
RCC and Inventory
21. 00
Internal Revenue Service - Federal Estate Tax
2,226.00
Cumberland County Register of Wills - Pennsylvania
Inheritance Tax
17,250.00
Robert L, Myers, III - On account of legal services
12,500.00
To reduce Accrued Interest on $25,000.00 Eastern
Lebanon County School Authority 4.40% School Re-
venue Bonds due 10/1/82 to equalize proceeds on
sale
Amount Inventoried
Less Accrued Interest Received
$
418.90
394.17
24.73
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Apr. 28
May
June 1
Aug. 3
Sep t. 2
Oc t. 1
2
Dec. 1
5
1982
Feb, 2
Mar, 2
Dividend: General Electric Company
$
450.00
1
Interest: U, S. Treasury Daily Repurchase
Agreement
15,907.03
4
Interest: $25.000,00 Bellefonte Area School
District 5.10% General Obligation
Bond Series due 5/1/81
365.03
Interest: U. S. Treasury Daily Repurchase
Agreement
10.508,40
1
Interest: U. S. Treasury Daily Repurchase
Agreement
2.887.48
Interest: U. S. Treasury Daily Repurchase
Agreement
2.782.80
Interest: U. S. Treasury Daily Repurchase
Agreement
2.790,96
Interest: U. S. Treasury Daily Repurchase
Agreemen t
2.345,30
Interest: U. S. Treasury Daily Repurchase
Agreement
2.070,44
Interest: U, S. Treasury Daily Repurchase
Agreement
1.711.85
Interest: U, S. Treasury Daily Repurchase
Agreement
1.638.46
Interest: U. S. Treasury Daily Repurchase
Agreemen t
1.783,69
Interest: u. S, Treasury Daily Repurchase
Agreement
1.889.71
TOTAL INCOME RECEIPTS
$ 80.653,38
8CGI:
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Jan. 29
May 4
12
14
June 26
INCOME DISBURSEMENTS
Internal Revenue Service - Employers Annual
Federal Unemployment Tax for 80
Internal Revenue Service - First Quarter 1981
FICA Tax
Pennsylvania Department of Revenue - First
Quarter 1981 State Withholding Tax
Goodwill Industries - Partial Distribution of
Income
Internal Revenue Service - Penalty and interest
First Quarter FICA Tax for late filing
Dauphin Deposit Bank and Trust Company - service
charge for preparation of 1981 and 1982 Fiduciary
Income Tax Returns
Dauphin Deposit Bank and Trust Company - Com-
mission
TOTAL INCOME DISBURSEMENTS
SUMMARY
TOTAL PRINCIPAL RECEIPTS
TOTAL PRINCIPAL DISBURSEMENTS
$l,755,262.5B
132,967.28
$1,622,295,30
TOTAL INCOME RECEIPTS
TOTAL INCOME DISBURSEMENTS
$
80,653.38
49,224.65
$
40.09
85.96
11. 32
45,000,00
4.61
50,00
4,032,67
$ 49,224,65
31,428,73
$1,653.724.03
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1981
May
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RECONCILIATION ACCOUNT
Balance as per First and Final Account
$1,653.724.03
LESS ADVANCE DISTRIBUTIONS:
27
Dauphin Deposit Bank and Trust Company,
Trustee under the Will of Raymond E.
Ev1eth - ou account of the Residue in
Accordance with Item VI of the Will con-
sisting of:
PRINCIPAL
Cash
$1,225.000.00
SECURITIES
$25.000 Lititz Area School
Authority 4.90%
School Revenue Re-
funding Bonds due
12/15/84 24,676.21
$25,000 Seven Valleys -
Spring Grove, Penn-
sylvania School Build-
ing Authority 5.30%
School Revenue Bonds
due 10/15/85 24,537.50
$25,000 West York Area Joint
School Authority
3.40% School Revenue
Refunding Bonds due
10/1/81 24,207.50
726 shares American Telephone
and Telegraph Company 36,277.49
240 shares DuPont, Denemours &
Company 10,380,00
60 shares General E1ectrie Com-
pany 36,712.80
70 shares Tenneco Inc.
34,737.50
1.416,529.00
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I hereby certify that actual notice of the time of presentation
of this account and of the character thereof has been given to
every unpaid creditor who has given written notice of his claim
to the accountants and to every other person to whom the
accountants have knowledge or notice who claim an interest in
the estate as a beneficiary.
DAUPHIN DEPOSIT BANK AND TRUST CO.,
Executor of the Estate of Raymond
E. Evleth
By:
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Vice President & Trust Officer
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I hereby certify that actual notice of the time of presentation
of this Proposed Schedule of Distribution and of the character.
thereof has been given to every unpaid creditor who has given
written notice of his claim to the accountants and to every
other person to whom the accountants have knowledge or notice
who claim an interest in the estate as a beneficiary.
DAUPHIN DEPOSIT BANK AND TRUST CO.,
Executor of the Estate of Raymond
E, Evleth
By:
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Vice President & Trust Officer
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO,21-81-56
FIRST AND PARTIAL ACCOUNT
for Trust under the Will of Raymond E. Evleth, Deceased
Stated by Dauphin Deposit Bank and Trust Company, Trustee
Raymond E. EVleth, Died:
Date of Trustees first receipts of funds:
Account Stated for the Period:
January 17, 1981
May 14, 1981
May 14, 1981 to
June 22, 1987
Purpose of Account: Dauphin Deposit Bank and Trust Company, Trustee offers this account
to acquaint interested parties with the transactions that have occurred during its
administration of the trust.
The account also indicates the proposed distribution of the trust,
It is important that the account be carefully examined. Requests for additional
information or questions or objections can be discussed with:
Joseph A, Macri, Trust Officer
Dauphin Deposit Bank and Trust Company
213 Market Street
P.O. Box 2961
Harrisburg, PA 17105
(717) 255-2174
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SUMMARY OF ACCOUNT
Current Fiduciary
Value Acquisition
Page 06/22/87 Value
Principal
Receipts 3 $1,506,757.80
Net Gain (or Loss) on Sales or Other Dispositions 4-5 116,934.47
Principal Balance on Hand 6 $1,623,692.27
For Information:
Investments Made 6-9
Changes in Investment Holdings 9-10
Income
Receipts 11-13 $ 987,369.33
Less Disbursements 13 73,098.04
Balance before Distributions $ 914,271.29
Distributions to Beneficiaries 13 899,191.10
Income Balance on Hand 13 $ 15,080.19
For Information:
Investments Made 14
Combined Balance on Hand $2,125,742.76 $1,638,772.46
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GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS
Fiduciary
Net Acquisition Gain
Proceeds Value (or Loss)
06/19/81 $25,000.00 Lititz Area School
Authority Revenue Refunding Bonds
Series 1971 4.90% due 12/15/84 $ 25,000,00 $ 24,676.21 $ 323.79
09/09/81 $25,000.00 Seven Valleys-Spring
Grove Pennsylvania School Building
Authority School Revenue Bonds 5.30%
due 10/15/85 25,000,00 24,537.50 462.50
10/01/81 $25,000.00 West York Area Joint
School Authority School Revenue
Refunding Bonds Series 1962 3,40%
due 10/01/81 25,000.00 24,207.50 792.50
03/31/82 $300,000.00 U.S. Treasury Notes
15.00% due 03/31/82 300,000.00 297,375.00 2,625.00
08/19/82 $300,000.00 U.S. Treasury Notes
15.125% due 12/31/82 305,625.00 297,000.00 8,625.00
09/20/82 900 shares RCA Corp. 19,833.45 19,923.88 (90.43)
11/15/82 800 shares Burroughs Corp 37,345.07 30,096.00 7,249.07
04/15/83 165 shares Union Pacific Corp.
Preferred Series A 18,086.96 14,973.53 3,113.43
06/03/83 726 shares American Telephone and
Telegraph Co. 47,972.48 36,277 .49 11,694.99
08/29/83 200 shares Monsanto 00. 20,503.31 12,735.40 7,767.91
08/31/83 700 shares Tenneco, Inc. 27,694.35 34,737,50 (7,043.15)
11/23/83 $300,000.00 Federal Home Loan
Banks Consolidated Bonds
12.25% due 12/26/84 306,375,00 300,000.00 6,375.00
11/23/83 $300,000,00 U.S. Treasury Notes
14% due 12/31/84 312,093.75 291,375,00 20,718.75
11/23/83 $250,000.00 Federal Farm Credit
Banks Consolidated Systemwide
Bonds 14.35% due 10/02/84 259,218.75 250,156,25 9,062.50
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Fiduciary
Net Acquisition Gain
Proceeds Value (or Loss)
02/28/84 30 shares Energas Co. 521.25 438.72 82.53
04/04/84 39,183 units Common Stock
Collective Investment Fund 366,347.04 334,674.81 31,672.23
04/18/84 300 shares Pioneer Corp. 7,477.25 6,998,80 478.45
04/18/84 100 shares Pioneer Corp. 2,492.42 2,073.56 418.86
04/18/84 200 shares Pioneer Corp. 4,984.83 4,122.92 861;91
04/18/84 660 shares Union Pacific Corp. 29,646.21 27,673,95 1,972.26
11/14/84 400 shares Atlantic Richfield Co. 9,365.69 9,849.10 (483.41 )
11/14/84 400 shares Atlantic Richfield Co. 9,365.68 9,651.00 (285.32)
04/29/88 200 shares Chesebrough Ponds, Inc. 6,607.36 7,349.13 (741.77)
08/05/85 90 shares Times Mirror, Inc. 5,940.00 3,594.69 2,345.31
12/31/85 400 shares Beatrice Co., Inc. 18,363.39 8,176.83 10,186.56
11/17186 $400,00.00 U,S.Treasury Notes 11%
due 11/15/86 _400,000.00 401 ,250.00 (1 ,250.00)
Totals
$2,590,859.24 $2,473,924.77
Net Gain (or Loss) Transferred to Summary
$ 116,934.47
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PRINCIPAL BALANCE ON HAND
Cash:
-Uninvested
Market Square Cash Manager
Securities:
$475,000.00 Federal Farm Credit Banks Consolidated
Systemwide bonds 11.35% due 03/01/88
56,467 units Fixed lllcome Collective Investment Fund
340 shares E. I. Dupont & Denemours & Co.
800 shares Exxon Corp.
2,1100 shares General Electric Co.
600 shares Great Northern Nekoosa Corp.
600 shares Halliburton Co,
400 shares International Business Machines Corp.
300 shares Mapco, Inc.
400 shares Monsanto Co.
800 shares Ocean Drilling & Exploration Co.
201 shares Time Mirror, Inc.
200 shares Westinghouse Electirc Corp.
36,767 units Equity Fund for Non-Profit Account.s
INFORMATION SCHEDULES - PRINCIPAL
Investments Made
05/18/81 $300,000.,00 U,5. Treasury Notes 15% due 03/31/82
05/18/81 $300,000.00 U,5, Treasury Notes 15.125% due 12/31/82
05/18/81 $300,000.00 U,5, Treasury Notes 14% due 12/31/84
OS/22/81 200 shares Atlantic Richfield Co.
OS/22/81 200 shares Burroughs Corp.
OS/22/81
200 shares Exxon Corp.
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Current Fiduciary
Value Acquisition
06/22/87 Value
$ 83.65 $ 83.65
100.00 100.00
487,169.50
571,155.69
38,972.50
69,800.00
124,800.00
22,800,00
21,450,00
64,000,00
17 ,887 .50
32,950.00
17,300.00
16,783.50
11,925.00
613 ,485 ,23
$2,110 ,662.57
475,000.00
575,401.55
14,214.25
24,746.40
36,712.80
9,987.00
29,251.03
24,157.06
11,146.04
18,298.00
25,801.62
7,298.31
4,175.00
367,616.56
$1 ,623,989.27
Cost
$ 297,375.00
297,000.00
291,375.00
9,849.10
8,773.00
12,956.40
OS/22/81 200 shares Halliburton Co.
OS/22/81 300 shares Mapco, Inc.
OS/22/81 200 shares Missouri Pacific Corp,
OS/22/81 400 shares Ocean Drilling & Exploration CO.
OS/22/81 300 shares Pioneer Corp,
OS/22/81 300 shares RCA Corp.
07101/81 200 shares Burroughs
07/06/81 100 shares Missouri Pacific Corp.
07/06/81 200 shares Ocean Drilling & Exploration Co,
07/06/81 300 shares RCA Corp.
12/31/81 200 shares Atlantic Richfield Co,
12/31/81 100 shares E.I, Dupont & Denemours & Co.
12/31/81 100 shares Halliburton Co.
12/31/81 200 shares International Business Machines Corp.
12/31/81 200 shares Ocean Drilling & Exploration Corp,
12/31/81 300'shares RCA Corp.
03/25/82 400 shares Burroughs Corp,
03/25/82 400 shares Exxon Corp.
03/25/82 100 shares Pioneer Corp.
03/25/82 200 shares Pioneer Corp.
03/29/82 300 shares Missouri Pacific Corp,
04/20/82 $250,000.00 Federal Farm Credit Banks Consolidated Systemwide
Bonds 14.35% due 10/22/84
04/20/82 200 shares Chesebrough Ponds, Inc.
04/20/82 200 shares Halliburton Co.
04/20/82 200 shares International Business Machines Corp.
04/21/82 400 shares Beatrice Foods Co.
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12,691,00
11,146.04
17,131.40
14,128.12
7,231.50
7,744,63
7,921.00
8,008.00
5,891.50
6,874.50
9,651.00
3,834.25
5,343.20
11,485.00
5,782.00
5,304.75
13,402.00
11,790.00
2,142.50
4,260.00
17,508.08
250,156.25
7,349.13
7,469.55
12,672.06
8,176.83
04/21/82 100 shares Halliburton Co,
04/21/82 200 shares Monsanto Co.
08/25/82 $300,000.00 Federal Home Loan Banks Certificate of Deposit
12.25% due 12/26/84
09/10/85 11,383 units Fixed Income Collective Investment Fund
09/13/82 23,255 units Common stock Collective Investment Fund
12/08/82 6,582 units Common Stock Collective Investment Fund
05/12/83 1;833 units Common Stock Collective Investment Fund
06/06/83 4,087 units Common Stock Collective Investment Fund
08/03/83 11 units Fixed Income Collective Investment Fund
09/06/83 2,586 units Fixed Income Collective Investment Fund
09/06/83 2,361 units Common Stock Collective Investment Fund
10/06/83 121 units Fixed Income Collective Investment Fund
10/06/83 111 units Common Stock Collective Investment Fund
11/23/83 $400,000.00 U.S.n-easury Notes 11.00% due 11/15/86
12/01/83 $475,000.00 Federal Farm Credit Banks Systemwide Bonds 11.35%
due 03/01/88
01/06/84 163 units Fixed Income Collective Investment Fund
03/06/84 54 units Common Stock Collective Investment Fund
04/04/84 36,767 units Equity Fund for Non-Profit Accounts
05/06/84 200 shares Monsanto Co,
05/06/84 200 shares Westinghouse Electric Co.
05/06/84 300 shares Great Northern Nekoosa
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3,747.28
12,735.40
300,000.00
99,999.66
186,895.78
57,197.58
18,092.99
47,894.65
98.45
22,998.85
22,998.03
1,094.72
1,099.51
401,250.00
475,000.00
1,446.33
496.27
367,616.56
18,298.00
1I,175.00
9,987.00
05/06/84 300 shares Times Mirror, Inc. 10,893.00
07/05/85 682 units Fixed Income Collective Investment Fund 6,595.16
09/05/85 609 units Fixed Income Collective Investment Fund 5,894.07
01/07/86 1,799 units Fixed Income Collective Invesunent Fund 18,294.19
12/03/86 19,407 units Fixed Income Collective Investment Fund 399,990.36
Various Market Square Cash Manager 1 100.00
Changes in Investment Holdings
BEATRICE FOODS CO.
04/21 /82 400. shares
06/27184 400. shares
800 . shares
BEATRICE CO., INC.
06/27/84 400. shares
12/31/85 400. shares
05lf." shares
-
Purchased
Exchanged for below
$
$
8,176.83
8,176.83
0.00
Received in exchange for below
Sold
$
$
8,176.83
8,176.83
0.00
GENERAL ELECTRIC
05/14/81 600. shares Received from Estate $ 36,712.80
06/01/83 600. shares 2 for 1 stock split 0.00
1,'2OD. shares $ 36,712.80
OS/26/87 1,200. shares 2 for 1 stock split 0.00
2,400. shares $ 36,712.80
GREAT NORTHERN NEKooSA
05/00/84 300. shares
OS/20/87 300. shares
0Q5":" shares
-
Purchased
2 for 1 stock split
$
$
9,987.00
0.00
9,987.00
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MISSOURI PACIFIC CORP,
OS/22/81 200. shares purchased $ 17,131.40
07/06/81 100, shares purchased 8,008.00
300. shares $ 25,139.40
03/29/82 300. shares purchased 17,508.08
bOD. shares $ 42,647.48
12/31/82 600, shares Merger with Union Pacific Corp. 42,647.48
"5Q(i:' shares $ 0,00
--=
04/15/83
165. shares
000. shares
-
Received from merger with Missouri
Pacific Corp.
Sold
$ 14,973.53
14,973.53
r-= 0.00
UNION PACIFIC PREFERRED, SERIES A
12/31/82 165. shares
UNION PACIFIC CORP.
12/31/82 660. shares Received from merger with Missouri $ 27,673.95
04/18/84 660. shares Sold 27 ,673 .95
000. 0.00
MONSANTO CO.
05/06/84 200. shares purchased $ 18,298.00
05/07/84 200. shares Received in a 2 for 1 stock split 0.00
400. shares $ 18,298.00
-
PIONEER CORP.
OS/22/81 300. shares Purchased $ 7,231.50
03/25/82 100; shares Purchased 2,142.50
"'ii5Q." shares "$ 9,374.00
03/25/82 200. shares Purchased 4,260.00
000. shares $ 13,634,00
11/07/83 000. shares Stock distribution of Energas 438,72
000. shares $ 13,195.28
04/18/84 600, shares Sold 13,195.28
(j(j'Q." shares "$ 0.00
==
ENERGAS CO.
11/07/83 30. shares Received as a stock distribution $ 438.72
from pioneer Corp.
02/28/84 30, shares Sold 438.72
00. shares $ 0.00
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RECEIPTS OF INCOME
07/08/82 Received from Estate of Raymond E. Evleth - Balance as per
Adjudication dated June 22, 1982 upon the First and Final
Account of the Executor
07/08/82 Received from Estate of Raymond E. Evleth - Income earned
subsquent to First and Final Account
11/23/83 Interest: U.S. Treasury Notes 11% due 11/15/86
11/17/86
05/18/81 Interes t: U.S. Treasury Notes 14% due 12/31/84
07/01/83
05/18/81 Interest: U.S. Treasury Notes 15% due 03/31/82
04/01/82
05/18/81 Interest: U.S. Treasury Notes 15.125% due 12/31/82
08/19/82
09/05/84 Interest:
03/02/87
10/25/82 Interest:
11/23/83
12/28/82 Interest:
11/23/83
06/16/81 Interest:
09/09/81 Interest:
10/02/81 Interest:
$ 31,428,73
8,489.33
131,032.97
105,651.99
39,098.36
56,929.91
Federal Farm Credit Banks 11.35% Consolidated Systemwide
Bonds due 03/01/88 175,215.63
Federal Farm Credit Banks 14.35% Consolidated
Systemwide Bonds due 10/22/84 57,101.05
Federal Home Loan Banks 12.25% due 12/26/84 45,733.33
Lititz Area School Authority Revenue Bonds Series 1971
4.90% due 12/15/84 501,75
Seven Valleys - Spring Grove Pennsylvania School
Buildoing Authority School Revenue Bonds 5,35 due 09/01/81 500.55
West York Area Joint School Authority Revenue Refunding
Bonds Series 1962 3.40% due 10/01/81 425.00
10/12/82 Interest: Common Stock Collective Investment Fund
04/03/84
10/07/82 Interest: Fixed Income Collective Investment Fund
06/03/87
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26,009.82
89,088.10
04/04/84 Interest: Equity Fund for Non-Profit Accounts 71,562.24
06/04/87
06/01/81 Interest: Market Square Cash Manager 1 57,145.20
06/03/87
07/02/81 Dividend: American Telephone and Telegraph Co. 8,167.50
05/04/83
09/16/81 Dividend: Atlantic Richfield Co. 3,340.00
12/18/84
04/03/84 Dividend: Beatrice Co" Inc. 1,400.00
01/03/86
07/02/82 Dividend: Beatrice Foods Co. 1,090.00
01/04/84
08/10/81 Dividend: Burroughs Corp. 2,210.00
11/19/82
06/28/82 Dividend: Chesebourgh PondS, Inc, 1,110.00
03/26/85
06/15/81 Dividend: E.I. Dupont & Denemours & Co. 5,769.00
06/15/87
01/30/84 Dividend: Enger gas Co. 12.00
09/11/81 Dividend: Exxon Corp. 14,940.00
06/11/87
07129/81 Dividend: General Electric Co. 14,436.00
04/27/87
10/01/84 Dividend: Great Northern Nekoosa Corp. 1,275.00
04/11/87
06/26/81 Dividend: Halliburton Co. 5,060.00
03/27/87
03/11/82 Dividend: International Business Machines Corp, 8,728.00
06/11/87
09/11/81 Dividend: Mapco, Inc. 2,280.00
06/11/87
07101/81 Dividend: Missiouri Pacific Corp. 2,730.00
12/30/82
06/14/82 Dividend: Monsanto Co. 4,230.00
06/11/87
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08/04/81 Dividend: Ocean Drilling & Exploration Co, 3,720.00
OS/26/86
09/03/81 Dividend: Pioneer Corp. 1,5811.00
03/08/84
08/04/81 Dividend: RCA Corp. 1,282.50
11/03/82
06/10/81 Dividend: Tenneco, Inc, 4,634.00
09/14/83
09/10/84 Dividend: Time Mirror, Inc, 987.02
06/11/87
04/04/83 Dividend: Union Pacific Corp, 1,485.00
04/03/84
03/02/83 Dividend: Union Pacific Corp. Preferred Series A 229.35
09/05/84 Dividend: Westinghouse Electirc Corp. 756.00
12/02/87
Total Receipts of Income
$ 987,369.33
DISBURSEMENTS OF INCOME
07/29/81 Dauphin Deposit Bank & Trust Co. - Trustee Fee
04/28/87
$ 72,845.04
08/11/82 Dauphin Deposit Bank & Trust Co. - Tax Preparation Fee
03/04/87
253.00
Total Disbursements of Income
$ 73.098.04
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13
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO.21-81-56 of 1981
FIRST AND PARTIAL ACCOUliT
for Trust under the Will of Raymond E. Evleth, Deceased
Stated by Dauphin Deposit Bank and Trust Company, Trustee
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Current
Value
06/22/87
Fiduciary
Acquisi tion
Value
Per Item VI (Al of the Will
To: Dauphin Deposit Bank & Trust Co. - Residue for future
accounting
Principal:
Cash:
""Uninvested
Market Square Cash Manager
Securities:
$
83,65 $
100.00
83.65
100.00
$475,000.00 Federal Farm Credit Banks Consolidated
Systemwide bonds 11.35% due 03/01/88
56,467 units Fixed Income Collective Investment Fund
340 shares E,I. Dupont & Denemours & Co,
800 shares Exxon Corp.
2,400 shares General Electric Co,
600 shares Great Northern Nekoosa Corp,
600 shares Halliburton Co.
400 shares International Business Machines Corp.
300 shares Mapco, Inc.
400 shares Monsanto Co.
487,169.50
571,155.69
38,972.50
69,800.00
124,800.00
22,800,00
21,450.00
64,000.00
17,887.50
32,950.00
475,000.00
575,401.55
14,214.25
24,746.40
36,712.80
9,987.00
29,251.03
24,157.06
11,146.04
18,298.00
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ESTATE OF RAYMOND E. EVLETH
DECEASED, LATE OF THE
BOROUGH OF CAMP HILL,
CUMBERLAND COUNTY,
PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2l-8l-56
YEAR OF 1981
AND NOW, this
~R OF
~ day of
M,
COURT
7JYAf/
, 1981, at
D.S,T., upon motion of Robert L. Myers III, Esquire, attorney for
Petitioner, Dauphin Deposit Bank and Trust Company, Executor of the
Last will and Testament of Raymond E. Evleth, deceased, is hereby
authorized to pay to Mrs. D, R. Taylor the sum of Fifty Thousand
($50,000.00) Dollars at this time in full satisfaction of the bequest
to her under Item V.D. of said Will. ~ ~ ~~
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ESTATE OF RAYMOND E. EVLETH,
DECEASED, LATE OF THE
BOROUGH OF CAMP HILL,
CUMBERLAND COUNTY,
PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2l-8l-56
YEAR OF 1981
PETITION
To the honorable, the Judges of the said Court:
The Petition of Dauphin Deposit Bank and Trust Company
respectfully represents:
l. Your Petitioner was appointed by the Register of Wills of
Cumberland County on January 20, 19B1, Executor of the Last Will and
Testament of Raymond E. Evleth, who died January l7, 1981. A copy of
said Will is attached hereto.
2. By Item V.D. of said Will, Fifty Thousand ($50,000.00) Dollars
was bequeathed to your Petitioner as Trustee for Mrs. D. R. Taylor,
3. Item V.D.4. provides as follows: "In addition to the above
provisions, the said Mrs. D. R. Taylor shall have the power to direct
the Trustee to pay to her any part of the principal of this Trust, at any
time and from time to time, by notifying the Trustee in writing, even
if said payments exhaust the entire Trust."
4. Mrs. D. R. Taylor has directed your Petitioner in writing to
pay to her as soon as possible the entire sum of Fifty Thousand
($50,000.00) Dollars, and a copy of said written direction is attached
hereto.
5. The residue of said estate is given to your Petitioner as
Trustee for the benefit of Goodwill Industries of Central Pennsylvania
under Item VI.A., B., C., and D, of said Will.
"8 "1-
" t ~ t '. _ ... .
I....",., -v t...lJL 1;../0
ESTATE OF RAYMOND E. EVLETH,
DECEASED, LATE OF THE
BOROUGH OF CAMP HILL,
CUMBERLAND COUNTY,
PENNSYLVANIA
IN THE COURT OF COMMON PJ"EAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2l-8l-56
YEAR OF 1981
REQUEST
I, Mrs. D. R. Taylor, hereby request that Dauphin Deposit Bank
and Trust Company pay the sum of Fifty Thousand ($50,000.00) Dollars
bequeathed to me under Item V.D. of the Last will and Testament of
Raymond E. Evleth, deceased, as soon as possible.
YMG', ~/;(I /3'1
dJ. I? /]a-!,h
Mrs. D. R. Tay or
'I:> I'
L'" lUG I :,u( r.;dl.
'.
LAST WILL and TgS~'AMENT
of
RAYMOND E. EVLETH
I, RAYMOND E, EVLETH, of the Borough of Camp Hill, Cumberland
County, Pennsylvania, do hereby make, publish and declare this as and
for my Last Will and Testament, hereby revoking all testamentary
dispositions heretofore made by me,
ITEM I. I request that my body be cremated and the ashes placed
in an appropriate common grave that no obituary notices be published
in connection with my death.
ITEM II. I order and direct that payment of all my just debts,
including the expense of cremating my remains and placing the ashes
in a common grave, be paid out of my estate as soon as conveniently
may be done after my decease.
ITEM III. I nominate, constitute and appoint DAUPHIN DEPOSIT
BANK AND TRUST COMPANY, Harrisburg, Pennsylvania (or its successor or
successors by any merger, conversion or consolidation), to be my
Executor, to serve without bond, and suggest that ROBERT L. MYERS III,
ESQUIRE, be retained as counsel.
ITEM IV. I direct that all inheritance and estate taxes becoming
due by reason of my death shall be paid by my Executor and shall be
deemed a cost of the administration of my estate.
ITEM V. I give, devise and bequeath the following sums of money
to the respective recipients hereinafter referred to:
A. Alfretta Buchko, Monroe Township, Cumberland County,
Pennsylvania, the sum of $50,000.00;
B. Barry Winters, Bakersfield, California, the sum of
$5,000.00;
C. Catherine Susan Fick, Borough of Hershey, Dauphin County,
Pennsylvania, the sum of $10,000.00.
,
.
:
..
D. The sum of $50,000,00 to DAUPHIN DEPOSIT BANK AND TRUST
1. To pay the net income to Mrs. D. R. Taylor of the
Borough of Camp Hill, Cumberland County, Pennsylvania, for her life,
in such periodic installments as Trustee shall find convenient, but at
least as often as quarter-annually.
2. As much of the principal of this Trust as the Trustee
may from time to time think advisable for the support of the said Mrs.
D. R. Taylor to maintain her in the station of life to which she is
accustomed at my death, or during illness or emergency, shall be either
paid to her or else be applied directly for her benefit by Trustee.
,
3. Trustee may apply the net income of this Trust for
the support of the said Mrs. D, R. Taylor, should she by reason of age,
illness, or any other cause, in the opinion of Trustee, be incapable of
disbursing it.
4. In addition to the above provisions, the said Mrs.
D. R. Taylor shall have the power to direct the Trustee to pay to her
any part of the principal of this Trust, at any time and from time to
time, by notifying the Trustee in writing, even if said payments exhaust
the entire Trust.
5. Upon the death of the said Mrs. D. R. Taylor, the
then-remaining principal and any accumulated or undistributed income
shall be added to the Trust created under ITEM VI of this Will.
ITEM VI. I give, devise and bequeath to DAUPHIN DEPOSIT BANK AND
TRUST COMPANY, Harrisburg, Pennsylvania, as Trustee, all the rest,
residue, and remainder of my estate, real and,personal and wheresoever
situate, including property hereinbefore ineffectually disposed of or
the disposition of which hereinbefore directed shall by reason of lapse
or other cause fail to take effect, and all property to which in any
manner I may be entitled or over which I may have any power of
testamentary disposition now or at the time of my death, wheresoever
the same is or may be situated or located, to be held in trust for the
following uses and purposes:
- 2 -
.>>_...... __ ~ .~~v- _-do.. - .---".- ...
lI..REV.1162EX
d /.' . ' COMMONWEALTH OF PENNSYLVANIA
4NOK 29789 ' DEPARTMENT OF REVENUE
.,' OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX
\
""
;
II
e TAXAT 6%
~ TAX AT 15%
II ~~g~VED DDUphin Deposit Bank & Tr. CO'TAXAT_%
ADDRESS i'. O. BOX 2961 ESTATE TAX
-- -- - ._-- ----. .--' -- .--- --. --- -' .---." -- - -" - - -- --- - -'- -'
\
'--~f~T~[~~~ATiON~--J;;;;;;y-ii~-i9-81-----
HDrrisbur , PA 17105
TOTAL TAX CREDIT
$17,250.00
FILE NUMBER 21-81-56
DATE OF PAYMENT septerober 21. 1981
NAME OF DECEDENT RaytllOnd E. EV1eth
COUNTY C urober land
G
m
LESS DISCOUNT
PLUS % INTEREST
\FROM TO_I
.-------------------------------------------
TOTAL AMOUNT PAID
$17,250.00
POSTMARK DATE
_ REMARKS-
RECEIVED BY
. _ / i ' j ;'.' ,{ " /'1 " /
///' ;.<"_/ l /1(./1"t..-,...;?/
I SIGNATURE i -
~
"PAID IN FULL"
SEAL
/
"
I1EGISIER OF WILLS
---- - -- - -- -- - -- --- -- -'- - - - - - - - -- -- .-' ---------
COMMONWEAL TH OF PENNSYLVANIA
OF.P.\RTMENT OF REVENUE
B~Rr;AU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
-~
~'\
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made far Calsent to the transfer of the fallowing securities of a Penn~ylvania
Corporation or a National Banking Association located in Pennsylvania:
DATE
1/27/81
Common
(a) 1550 Shs. (b) Scott Paper Co., Common (c)
(NOTE: In describing securities enter in (a), ob O/e, either the number of shares of stack or the face amount of
registered bonds. in (b), the name of the issuing company and in (c) the class of stack or the stated interest rate
and maturity date of registered bands.)
'" ,/
ISSUED ON . and having a TOTAL MARKET VAtUE OF $ ~~ It r. /}:;
(Da'e)
as of the date of death of the decedent, Ravrnond E. Ev1eth ,on 1/17/81
(Neme of Decedent)
(Dote of death)
who was late of
2313 Chestnut St.
Camp Hill
Cumber1anrl
(Street and Number)
(Post OHice)
(County)
Pennsylvania
(S'ate)
The securities are registered as follows:
Raymond E. Ev1eth
(Nome or nomes In which certificates ote registered)
~ Dauphin Deposit Bank & Trust Co., P.O. Box 2961 Harrisburg, Penna. 17105
EXECUTOR) (Name) (Add,...)
NAME OF APPLICANT Dauphin Deposit Bank & Trust Company
P.O. Box 2961
ADDRESS OF APPLlCAJlf:rrisburg, Penna.
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
I
I
WJ
~-~ M. Hak I
t,I1:r:U8/ 0,,, e
,--. "C:~r
COUNTY FILE NUMBER .;)./- '1/. ~-b
BUREAU FILE NUMBER SIGNATURE OF APPLICANT
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION. IT WIL
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
OAT ~
I hereby consent to the transfer of the above securities now registered in the name of the afores
Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919. P.L. 521,
as amended and the Act of June 15, 1961, P.L. 373, os amended. This is olso in accordance with the provisions
of the Act of April 9, 1929, P.L. 343,
This Consent to Tronsfer the herein described property operates only in reference to the estote of the
above-named Decedent,
-~\
~
\
,
,
.'
'.
D~uphin Deposit Tl"Ust Con1.pany
IfDl
MAIIl orrlCC:
lOO":, ,."" '':'C '.""'C ""0 '~""rtlH'Ht["eloc"
21,) MARKeT 5Tf?E:CT. HAnr1l5UUHQ, f'E:fW!;YLVAt~IA 17105
717/H.5-:!I;:ll
Mtlmb,.r (i,dflr,,1 Dopo"t In!llJrtlnc." COfro,,,lron
January 27, 1981
Register of-Wills
Carlisle Court House
Carlisle, Penna.
Gentlemen:
Th is company
of the estate of
a resi dent of
has qualif;ed and is
Raymond E. Evleth
Cumberland
acting as Executor
, who d;ed 1/17/81
.,
Cbull ty,
The Executor is desirous of securing a waiver to cover
1550 Shs. Scot t PaDer Co... Common Stook The es ta te ; s no t
yet in a position to file the Pennsylvania Inheritance Tax Return. The
proper forms \'Iill be filed ;n due course, and \'Ihatever Pennsylvania
Inheritance Tax and Estate Tax is ultimately found to be due \'Iill be
paid.
If requested by the Department of, Revenue, l'le ~Iill file a bond in
a form satisfactory to the Department of Revenue.
Please mail the l'laiver to us I-Ihen ready for del ivery.
~. erely yours,
d:&.~ ])Z. ~C-e.-
renton r1. !lake,
Trus t Offi cer,
"
\
COMMONWE"i<L TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BURE;,\U OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
~
~"
DATE
1/27/81
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made lor consent to the transfer 01 the lollawing securities 01 a Penn~ylvania
Corporation or a Nationol Banking Associalion locoted in Pennsylvania:
(a) 420 Shs. (b) PNB Corp. (c) Common
(NOTE: In describing securities enter in (a), ab Ole, either the number 01 shares of stock or the lace omount 01
. registered bonds, in (b), the name 01 the issuing company and in (c) the class 01 stock or the stated interest rate
and moturity dote 01 registered bonds,)
ISSUED ON , ond having a TOTAL MARKET V HUE OF $ J~? ,'~'-
(Date)
as 01 the date 01 death 01 the decedent, Ravmond E. Evleth ,an 1/17/81
(Name of Decedent)
(Dote of death)
who wos late 01 2313 Chestnut St.
(Street and Number)
Camp Hill
Cumberland
Pennsylvania
(Post Office)
(County)
(Stote)
The securities are registered as lollaws:
Raymond E. Evleth
(Nomll or namos In which certificates are registered)
x~ Dauphin Deposit Bank & Trust Co" P.O. Box 2961 Harrisburg, Penna. 17105
EXECUTOR) (Nam.) (Add,...)
NAME OF APPLICANT Dauphin Deposit Bank & Trust Company
P.O. Box 2961
COUNTY FILE NUMBER :J./- f/- t("6 ADDRESS OF APPLlCA~rriSburg, Penna.
BUREAU FILE NUMBER SIGNA TURE OF APPLICANT
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLiCATION, iT WIL
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA - DEP ARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
OAT
I hereby consent to the tronsler 01 the above securities now registered in the name 01 the aloresa'
Decedent and waive the filing 01 a certificote certilying to the poyment 01 the transler inheritance tax to which
the property 01 soid Decedent is made subject pursuontto the provisions 01 the Act 01 June 20, 1919, P.L. 521,
as amended and the Act 01 June 15, 1961, P.L. 373, as omended. This is also in accordance with the provisions
01 the Act 01 April 9, 1929, P.L. 343,
This Consent to Transler the herein described property operates only in relerence to the estate 01 the
above.named Decedent,
'*.
I........
I' , t\
.'
-
\
I
COMMONWEAL TH OF PENNSYLVANIA
V.PARTMENT OF REVENUE
B~F/'EAU OF COUNTY COLLECTIONS
APPLlCA TION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
'*~
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made for consent to the transfer of the fallowing securities of a Penn~ylvania
Corporation or a National Banking Assacialian located in Pennsylvania:
DATE
1/27/81
(a) 536 Shs. (b) Philadelphia Electric Company (c) Common
(NOTE: In describing securities enter in (a), ab Ole, either the number of shores of stock or the foce amount of
registered bands, in (b), the nome of the issuing company and in (c) the class of stock or the stated interest rote
and moturity dote of registered bands.)
ISSUED ON ,and having 0 TOTAL MARKET VA<LUE OF $ ?Jlf.LZ--
(Date)
OS of the dote of death of the decedent, Ravrnond E. Evleth . an 1/17/81
(Name of Decedent)
(Data of death)
who was late of
2313 Chestnut St.
Camp Hill
Cumberland
(Street and Number)
(Post Office)
(County)
Pennsylvania
(Stata)
The securities are registered as fallows:
Raymond E. Evleth
(Nome or names In which certificates are registered)
x~ Dauphin Deposit Bank & Trust Co., P.O. Box 2961 Harrisburg, Penna. 17105
EXECUTOR} (Name) (Addr..,)
NAME OF APPLICANT Dauphin Deposit Bank & Company
P.O. Box 2961
COUNTY FILE NUMBER d./- f/-.~h ADDRESS OF APPLlCANf:rrisburg, Penna,
BUREAU FILE NUMBER SIGNA TURE OF APPLICANT
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WIL
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
~.- fir1, H<tk
.J1:fU!t ntf; e
, -..... . .Ct::',..
COMMONWEAL TH OF PENNSYLVANIA - DEPARTMENT OF REVENUE ~
CONSENT TO TRANSFER SECURITIES OAT t// ~ /111
I hereby consent to the transfer of the above securities now registered in the name of the afares~
Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P,L. 521,
as amended and the Act of June 15, 1961, P.L, 373, as amended. This is also in accordance with the provisions
of the Act of April 9, 1929, P.L. 343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
-~.'"
~'\
By
1-L4~
~
\
;l'"
'~
,
,
D~uphin Deposit Trust Conlpany
~ou~ ~C'" '~'[. ""'C "'jO .c....r.n..'u..["c:~OCM
MAtI~ orrlCC: ZI,3 MMlKCT STnCCT. HAnnlsouJotG,PCtWS.YLVAlHA 11105
-- -
717/ ~~r.'~I~1
M(lmbf'f ii/dB'''' O"P051t 1"!IIIf~(lCt/' Corpor~l!on
January 27, 1981
Register of'Wil1s
Carlisle Court House
Carlisle, Penna.
Gentlemen:
This company
of the esta te of
a resi dent of
has qualified and ;s
Raymond E. Ev1eth
Cumberland
acting as
Executor
who died 1/17/81
"
Coun ty.
The Executor is desirous of securing a \'Iaiver to cover
536 Shs. Philadelphia Electric Co., Common Stock The estate ;s not
yet in a posit;on to file the Pennsylvan;a Inheritance Tax Return. The
proper forms \~ill be filed in due course, and \'/hatever Pennsylvania
Inheritance Tax and Estate Tax is ultimately found to be due will be
pa;d.
If requested by the Department of Revenue, \'Ie ~lill file a bond in
, ,
a form satlsfactory to the Department of Revenue.
Please mail the waiver to us ~Ihen ready for delivery.
S~erelY yours, .' /.
jj/u~-L 7l, ~
Brenton It !lake,
Trust Officer,
"
COMMO~WEAL TH OF PEHHSYLVAHtA
O~PARTMEHT OF REVEHUE
BljRP-AU OF COUHTY COLLECTtOHS
APPLlCA TION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
*
\
,
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made far coosent to the transfer of the fallowing securities of 0 Penn.ylvania
Corporation or a National Banking Assac;olian located in Pennsylvania:
DATE
1/27/81
(a) 2206 Shs, (b) Girard Bank (c) Common
(NOTE: In describing securities enter in (a), ab CHe, either the number of shares of stack or the face amount of
registered bands, in (b), the name of the issuing company ond in (c) the class of stock or the stated interest rate
ond maturity date of registered bands,)
ISSUED ON , and having a TOTAL MARKET VAtuE OF $ :/"-r;7tJJ. f/t
(00'0)
as of the date of death of the decedent, Ravrnond E. Ev1eth ,on 1/17/81
(Nama of Docedent)
(Dotc of death)
(Street and Number)
(POllt Office)
(County)
Pennsylvania
(State)
who wos lote of
2313 Chestnut St.
Camp Hill
Cumberland
The securities are registered as follows:
Raymond E. Evleth
(Nome or names In which certificates ore reglslered)
X~~ Dauphin Deposit Bank & Trust Co., P.O. Box 2961 Harrisburg, Penna. 17105
EXECUTOR) (Homo) (Add....)
NAME OF APPLICANT Dauphin Deposit Bank & Company
P.O. Box 2961
COUNTY FILE NUMBER JI- f / - n~ ADDRESS OF APPLlCAt./'frrisburg, Penna,
BUREAU FILE NUMBER SIGNA TURE OF APPLICANT
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILl:'-
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION,
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES DAT~k "'~ //-1'1
I hereby consent to the transfer of the above securities now registered in the name af the afare~
Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P,L. 521,
as amended and the Act of June 15, 1961, P.L. 373, as amended. This is also in accordance with the provisions
of the Act of April 9, 1929, P.L. 343,
This Consent to Transfer the herein described property operates only in reference to the estate of the
abave.named Decedent,
~~~
~
COMM~NWEAL TH OF PENNSYLVANIA
OrPARTMENTOFREVENUE
BUREA~ OF COUNTY COLLECTIONS
~,
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby mode for CQ1sent to the tronsfer of the following securities of 0 Pennsylvania
Corporation or 0 Notional Bonking Association located in Pennsylvania:
DATE
1/27/81
(0) 240 Shs. (b) Armstrong 1~or1d Inc. (c) Common
(NOTE: In describing securities enter in (a), ab Ole, either the number of shares of stock or the foce amount of
registered bonds, in (b), the name of the issuing company and in (c) the closs of stock or the stated interest rote
ond maturity dote of registered bonds,)
ISSUED ON
, and having a TOTAL MARKET VA<LUE OF S ~rr' 3 1/'1
(Date)
as of the dote of death of the decedent,
Ravmond E. Ev1eth
(Name of Decedent)
, an
1/17/8'1
(Dote of death)
who was late of 2313 Chestnut St.
(Street and Number)
Camp Hill
Cumberland
(Post Office)
(County)
Pennsylvania
(Slale)
The securities ore registered as follows:
Raymond E. Ev1eth
(Nome or names in whIch certificates are registered)
K~~ Dauphin Deposit Bank & Trust Co., P.O. Box 296l Harrisburg, Penna. 17105
EXECUTOR) (Name) (Add....)
NAME OF APPLICANT Dauphin Deposit Bank & Trust Company
P.O. Box 2961
ADDRESS OF APPLlCANfrrisburg, Penna.
COUNTY FILE NUMBER..,(I f' /_ j"'G
. ..
BUREAU FILE NUMBER SIGNA TURE OF APPLICANT
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WIL
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
DATE
I hereby consent to the transfer of the above securities now registered in the name of the afores J
17105
udiik~
fn ^,
<. "I. HElk
'. i1:J:ust 'Of" e
,- .,C~r
Decedent and waive the filing of 0 certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
as amended and the Act of June 15, 1961, P.L. 373, as omended. This is also in accordance with the provisions
of the Act of April 9, 1929, P.L. 343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
COMMONWEAL TH OF PENNSYLVAtIlA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLtCATlON FOR CHARtTABLE EXEMPTION
fROM PENNSYLVANtA TRANSFER INHERtTANCE TAX
(Act 01 MoV 28,1956. P,L, 1757. ond AcI of June 15. 1961,
P,L. 373, os amended)
.'
't . n
_I'~ '.' , .
Application is hereby liled for ,he approvol
of an exemption from Pennsylvania Transfer
Inheritance Tax on tho transfer of the property
described below:
I. Bureou File l'._u___u_;d.}~_d~j_.._::_5.'.""G
2. Date 01 Doathu,_ l/l7/8l
( 1\". I.~ ( 9 tr I
3, Date of Approval __u':'~~! . "" u (.
4, Name 01 Decedent Raymond E. Evleth
5, The Commonwealth's approised value of the property for which an exemption is c10imed is S Life tenant
(Note: Where the property is other than a specified amount of cash, the exemption cannot be approvod until the value of
the property has been established by appraisal by the Commonwealth, except in those cases where the amount of the gik
or bequest represents 0 stated fractir.IOOI or pcrct'ntagc portion of the entire estate or the entire residue. In those cases
enter such fractional or percentage amount above).
6. Ch~ck the manner in which the transfer was cffected and submit a copy of the document authorizing the transfer, unless
such material has been previously filed,
WILL 1!J;
DEED 0;
TRUST INDENTURE 0;
SURVIVORSHIP 0;
OTHER 0;
(II other, explain)
7. Correct Business Name C1nd Address of CharitClble OrgonizCltion receiving property:
NAME
Goodwill Industries of Central Pennsylvania
ADDRESS P. O. Box 3155, Harrisburq, PA 17105
D See listing on reverse side for odditional choritable orgonizotions covered,
8. I certily thot the inlarmation contained herein is. to thp best 1'1 my knowledae and beliefTtrue and correct. .
LJaupnm uepoSl.t BanK and Trust' Cbnp~rust:ee unaer the Wl.ll of
RaynDndl E. ,Evleth for:~ BeneiJ'~o / will Industries of Central
pennsy val1l.a r ' '. A'P r.
Signature of Applicant By: / /' l...-J.L......., ., ,1/, _
VICE pncslDcrn. nwsr OFFiCER
Address of Applicant P.O. Box 2961. Harrisburq. PA l7105
Official Title Vice President and Trust Officer
Date
8/6/8l
This form must be completed in triplicate and all throe copIes delivered to the Register of Wills for the County in which the decedent
resided, or In which letten were issued for a non.resident decedent's estate. If the decedent was a non.resldent of Pennsylvania and
IlItters were nol issued by a Pennsylvania Register of Wills, deliver 011 three copies to the Director, Bureau of County Collections,
Penna. Deportment of Revenue, 26 S. 4th Street, Harrisburg, Pa.
Do not wtite below this line. For OHicial Use Only
APPROVED: Far the Secretory 01 Revenue REFERRED to Bureau Headquarters
Approved 0
For SecretClry of Revenue
Denied* 0
C(Si natt;f Registet of
~'vn J (.... ~
\,
O (County)
-tv. ,~. !C-lr! \
(~ate 01 Approval)
(Initials 01 Register 01 Wills)
(Authorized Signoture)
(County)
(Title)
(Date 01 Relerral)
(Dote 01 Action)
* See reverse side for reasons
MUST BE FtLED IN TRtPLICATE
,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
J
5S:
Thomas W. Walker, Vice-President and Trust Officer
h. is Executor
according to law, d.pa.., and ..y. that
of tho E.tat. of Raymond E, Ev1eth
1.10 of CamJ'_IH1!:._. ._____u________..._ , Cumb.rl.nd County, P.., d.c....d .nd thet the
'th" . t d b Dauphin Deposit Bank and Trust Co. th'd Executor
WI 1M IS an Inven ory ma 0 Y * ._ ., e sal
of the entiro e.t.to of ..id decodont, con.i.Hng of all tho porsonal prop.rty .nd roal ost.te, excopt ro.1 o.t.te outside
tho Commonw..lth of Ponn.ylvania, and that the figure. oppo.ite each itom of the Invontory repre.ont it'. f.ir value
a. of the dato of docodent'. doath,
boing duly
sworn
and .ub.cribed before me,
Dauphin Deposit Bank and Trust Co., Executor
of the Estate Raymond E. Ev1eth
By:
19
Executor. Administrator
P.O. Box 2961
Harrisburg, PA 17105
Addreu
.
Date of Death
17
Day
January
Month
1981
Year
INSTRUCTIONS
I. An inventory mu.t be filed within three month. .fter appointment of per.on.1 repre.ent.tiv..
2. A .upplement inventory mu.t be filed within thirty day. of discovery of .dditional assets.
3. Additional .heets may b. attached as to personalty or realty
4. See Articl. IV, Fiduciarie. Act of 1949,
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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being duly "_ accordi"g to law, depo.e. and "Y' Ihal he
------ 0' Ihe E.loIe 0'
laic 0' ----.,--..-. '---.. -- "-,----. .. - -"'---... , Cumberland Counly, Pa" decea.ed and that the
within i. "n invenlory mad. by ---.-.--------- ., Ihe said
0' Ih. entire o.lat. 0' .ald docodont, con.i.ting 0' "II Ihe porsonal properly and real estate, excepl roal estate ouiside
the Commonwoallh 0' Ponn.ylva"Ia, .nd Ihal Iho rigures oppo.ito each ifem of the Inventory ropresent it's fair value
as of tho d"to of docodonl', doalh,
------.....----__w_
- and IlIblcribod bo'oro mo,
19
Executor. Adminlslrator
--
Add,t"
,
Oalo of Ooalh
---_._-~---_.-
D.V
Month
Yeer
INSTRUCTIONS
I. An Invonlory mu,l bo filod within three month. after appointment of personal representative,
2, A ,upplomont invontory mu.1 bo filod wilhln Ihirly day. of di.covery of additional auets.
3, Addifional shoofs may bo a"achod as to porsonalty or rea/ly
4, 500 Articl. IV, Fiduciarios Acl 0' /949.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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being duly ..____ .ccording to I.w, deposes .nd says that ho
._._____.__,__._____ of the Estato of
I.t. of _..m .,__ d. m._..._. _..._______, Cumberl.nd County, P." deceased .nd th.t tho
within 11 .n Invontory m.de by __.___ , tho said
of tho ontiro u.t.lo of ..id decedent, consl.ting of all the persona' prop..ty and real estate, except real estate outside
tho Commonwoalth of Pennsylv.ni., "nd that the figures opposite each item of the Inventory represent it's (air value
u of thu d"te of decedent's de.th.
.nd subscribed before me,
EJCecutor . Adminhtrator
19
Addr.u
..
D.t. of De.th
DIY
Month
Year
INSTRUCTIONS
I. An invontory must be filed within three months after appointment o( personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additionalassels.
3. Additional she.1s may be attached as to personalty or realty
4. Soe Article IV, Fiduci.ries Act of 1949.
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Inventory of the real and personal estate of
Raymond E. Evleth
deceased
36 $25,000 Cumberland Valley Joint School Author-
ity 6.0% School Revenue Bonds due $18,53250
10/l5/93; series 1971
Accrued Interest 386 30
37 $50,000 Bensalem TOwnship Authority 7.75%
\'/ater and Sewer Revenue Bonds due
11/l/l4 36,l04 00
Accrued Interest 823 08
38 $35,000 Honesdale Union school District Author-
ity 5 l/2% School Revenue Bond due 25,428 20
lO/1/92
Accrued Interest 411 37
.
39 $10,000 City of Bethlehem 6.25% General Obliga-
tion Refunding Bonds due 5/l/93 7,640 BO
Accrued Interest 133 56
40 $50,000 Commonwealth of Pennsylvania 5 l/2%
First Series S of 1969 Bonds due 5/l/R9 40,17 50
Accrued Interest 58 67
41 $l5,000 Ben-lick Area Joint School Authority
3.625% School Revenue Bonds due 5/l/83 13,59 55
Accrued Interest 116 20
42 $25.000 Bellefonte Area School District 5.10% 24,7B 25
General Obligation Bonds due 5/l5/Bl 27 47
Series of 1978
Accrued Interest
~3 $5,000 West Chester Area School District 5.45%
General Obligation Bonds due 5/l5/84 4;592 3Q
Accrued Interest 47 03'
44 $25,000 Township of GEl tmha!T\ 7.50% General
Obligation Bonds due l2/l/2000 19,294 50
Accrued Interest 246 5B
45 $l5, 000 North Penn School District Authority
5 1/8% School Revenue Bonds due 6/1/98 8,985 75
Accrued Interest lOl lO
46 $25,000 Borough of Shippensburg 5 7/8% General 21,693 00
Obligation Bonds due 6/l5/87 l28 27
Accrued Interest
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
,
i 4. See Article IV, Fiduciaries Act of 1949.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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being duly
according to law, deposes and says that he
of the Estate of
late of -----_n_'"____n._..________ ,Cumberland County, Pa" deceased and that the
within is'an inventory made by "' the said
of the entire estate of said decedent, consisting of all the personal proporty and reel estate, except real estate ouhide
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the dete of decedent's death,
.
and subscribed before me.
19
Executor. Administr.tor
Addr."
Date of Death
Day
Month
Yur
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Inventory of the real and personal estate of
Il,aymond..E-Evlcth
deceased
47 $25,000 Lititz Area School Authority 4.90%
School Revenue Bonds due l2/l5/84,
Series of 1971 $24,676 21
Accrued Interest 11Q 75
48 $70,000 Commonwealth of Pennsylvania 5.50%
First Series U Bonds due 6/l5/83 65,934 40
Accrued Interest 348 08
49 $5,000 h'est Shore Senior High School Authority
3.65% School Revenue Bonds due l/l/9l 3,843 84
Accrued Interest lO 20
50 $25,000 Philipsburg - Osceola Area School
. Authority 6.20% School Revenue Bonds 19,459 25
due 7/1/92 72 19
Accrued Iriterest
51 $10,000 West Shore Senior High School Authority
3.50% School Revenue Bonds due l/l/83,
Series of 1964 9,l66 lO
Accrued Interest 16 30
52 $10,000 Central ~reene School Authority 5.0%
School Revenue Bonds due 1/1/02 5,508 00
Accrued Interest 23 29
53 $50,000 Williamsport Area Oommunity College
Building Authority 5.0% College Lease
Revenue Refunding Bonds due l/l/85 44,375 50
Accrued Interest 116 44
54 $35,000 t~eim Tbwnship School Authority 5.0%
Special Obligation Bond due l/1/86 30,097 20
Accrued Interest 9 59
55 $25,000 The Hospital Authority of tb.e County-of
Beaver 6.20% Gross Revenue Bond due 24,096 75
1/l5/B3 B 49
Accrued Interest
56 $25,000 Eastern Lebanon County School Authority
4.40% School Revenue Bonds due lO/1/82 23,551 00
Accrued Interest 418 90
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
'L
J
5S:
being duly
according to law, deposes and says that he
of the Estate of
late of ---'--'-..-,...----.-.., .----...___ , Cumberland County, Pa., deceased and that the
within is. an inventory made by , the said
of the entire estate of said decedent, con.i.ting of all the personal prop.rty and real estate, except rear estate outside
the Commonwealth of Pennsylvania, and that the ligures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death,
-- and subscribed before me,
19
Exocutor . Administrator
J
Address
Dat~ of Death
D.y
Month
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must b. filed within thirty days of discovery of additional assets,
3. Additional sheets may be attached a. to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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59 240
shares Armstrong Corpotation Co. Common
Inventory of the real and personal estate of
4, .J
Raymond E, Evlcth
deceased
57
$25,'000 Hempfield Union School District lIuthor-
ity 5.85% School Revenue Bonds due
7/1/90, ?erics I
Accrued Interest
$19,919 00
68 12
58
2,000 shares Allied Stores Corporation Co.
Common
Accrued Interest
41,812 00
850 00
3,583 44
60 726
shares American Telephone and Telegraph
Capital
36,277 49
61 . 240
shares E. I. DuPont DeNemours and Co,
Common
10,380 00
62 600
shares General Electric Common
Accrued Interest
36,712 80
450 00
63 966
shares General Motors Common
43,620 70
64 2,206 shares Girard Trust Bank Capital
55,908 86
65 138
shares Honeywell Inc.
13,959 53
66 6,400 shares Melville Shoe Corporation Common
252,000 00
67 l.536 shares Owens-Illinois Glass Co. Common
38,736 38
68 536
shares Philadelphia Electric Co. Common
7,118 62
69 420
shares PNB Corpocation Common
14,043 96
70 1,550 shares Scott Paper Co. Common
35,891 80
71 700
shares Tenneco Inc. Common
34,737 50
72 2,400 shares Textron Inc. Common
73,50 00
73 $90,000 United State Treasury Bills due _
4/2/81
87,06 88
MISCELLANEOUS
74 1980 Chevrolet Citation - sale price
5,40 00
,\
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
'l
J
55:
according to raw, deposes and says that h.
of the Estate of
late of ___.._,__.._____.u._ -____ , Cumberland County, Pa" deceased and that tho
within is an inventory made by ., the said
of th. en lire estate of said decedent, consisting of all the personal prop.rty and real estate, except real estate oulside
Ihe Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedeo!'s death,
being duly
and subscribed before me,
Executor. Administrator
19
Address
.
Date of Death
D4Y
Month
Year
INSTRUCTIONS
I. An inventory r"ust be filed within three months alter appointment of personal representalive.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheels may be attached as to personalty or realty
4. See Arlicle IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
Raymond E. Evleth
deceased
75 Men I s Diamond and Gold Ring _ sale price
$ 475 00
76 Home Furnishings in l\partJnent at 2313 Chestnut
Street, Canv? Hill, PA - sale price
8,065 00
77 Office Furnishings and Equiprrent at 20B 11alnut
Street, Harrisburg, PA - sale price
90 16
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$J,7CO,26G 56
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I.
J
55:
Thamoas W. Walker, Vice-President and Trust Officer
is Executor
according to I"w, doposes and ..ys that he
of tho Estate of Raymond E. Evleth
late of --Eamp_J!.!..!.l:.. .__,____.... _________ , Cumberland County, Pa" deceased and that the
within is, an inventory mode by Dauphin Deposit Bank and Trust Co" the said Executor
of the entire estate of said decedent, consisting of all the personal prop.rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the ligures opposite each itom of the Inventory represent it's fair value
as of the date of docedo~t's death,
7
being duly
sworn
//
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ElizJbet'l 1. Bl!n!~o. N'ltary Public
Mv Commilliorl rx,;ir~\ APlil 16. 1984
HarrhblJlll, Pol. Oilu;:.hin (ounl.,
/
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19 ., .
Dauphin Deposit Bank and Trust Co., Executor
of the E~j\:e Ra~o!.':i--1JJ/Evleth
By: c:Y'~ .r/'"ff~
Executor. Administrator
VICE PHESIDENT. mUST OFFICER
"
....:).-<.'I.....~Jl.-'\>L'
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and subscribed before me,
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P.O. Box 2961
Harrisburg, PA
17105
Addru,
Date of Death
17
D.y
January
Month
1981
Year
INSTRUCTIONS (")
(")r-
I. An inventory must be filed within three months after appointment of personal representative.~~
.-....~
2. A supplement inventory must be filed within thirty days of discovery of additional assets. ;:;;;~
:::VT
3. Additional sheets may be attached as to personalty or realty ';;:i
4. See Article IV, Fiduciaries Act of 1949. GE
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER tNHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Estate of Raymond E. Ev1eth Date of Death 1/17/81
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
Claimant
File No, II 21-81-56
Claimant's Address at time of Decedent's Death
Relationship to Decedent
tTEM
NO. DATE NAME OF PAYEE REMARKS
PP & L
UGI Corp.
Joseph A. Cincotta
A. G. Lee
Electrical Service
AMOUNT
$ 99.00
12.00
18.00
112.72
40.00
1,069.00
11. 65
27,59
8.29
4.32
5.00
13.08
87.23
450.00
13.00
112.72
340.00
23.44
40.00
112.72
300.00
340.00
1 1/23/81 Register of \~i11s of Cumberland Probate of Will
County Short Certificates
Cumberland Law Journal Advertising
Alfretta Buchko Salary
Alfretta Buchko Monthly Garage Rent
Gilbert W. Parthemore Funeral Expenses
Sunderland Chevrolet Inspection of 1980 Citation
Bell of Pennsylvania Office 'relephone Service
Patriot News Co. Cost of Advertising
Bell of Pennsylvania Home Telephone Service
Register of wills of Cumberland Short Certificates
Count
2 3 81
2/5/81
8 2/5/81
9 2/13/81
2/17/81
2/17/81
2/17/81
2/17/81
2/17/81
2 17/81
Gas Service
Professional Services
Delivery of the Patriot News
Alfretta Buchko
Salary
Februar Rent for Apartment
Electrical Service
Vandlin and witmer
PP & L
Witmer
Appraisal of Home Furnishings
Salary
Business Office Rent for Feb. & Mar.
March Rent for Apartment
Walnut Court Associates
Vandling and Witmer
TOTAL
I 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 tlJJ~'IlPl\iljjt'bg,pB!1itttC~'il.\\kf'tlnlf1twitilec!':Ji'~ li!X"~br of the
~~t;a~~yrn~eth ~.4: /'1/1/
SIGNAT ~. oF m.lf.RMnl,;:1 OFFlcr-R ATE
. OFFICIAL USE ONL
DEBTS AND DEDUCTtONS ARE ALLOWED IN THE SUM OF S 1/ Y~rJ, / 'I
, /
AT
11;---
% TAX RATE
(It/tL'7j e. '~/I1~J
REGISTER FWILLS
ell/-Ii
DATE
REV.4" EX+ (::.80)
COMMONWEALTH OF PENNSYLVANtA
OEPARTMENT OF REVENUE
TRANSFER INHERtTANCE TAX
REStOENT OECEOENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Estate,of Ravmond E. Ev1eth Date of Death 1/17/81
WHEN CLAIMING THE FAMILY EXEMPTION. COMPLETE THE FOLLOWING:
Claimant
Relationship to Decedent
Claimant's Address at time of Decedent's Death
File No, /I 21-81-56
ITEM OATE NAME OF PAYEE REMARKS AMOUNT
NO,
22 3/5/81 UGI Corp, Gas Service $ 64.99
23 3/11/81 Bell of Pennsylvania Office Telephone Service 9.21
24 3/11/81 Bell of Pennsylvania Home Telephone Service 2.73
25 3/12/81 Edna Mills One Day of House C1eanino 15.00
26 3/18/81 Patriot News Company Cost of Advertising 14.21
27 3/19/81 Landis Jewelers Appraisal of Jewelry 15.00
28 4/7/81 PP & L Electrical Service, Final 1.35
29 4/10/81 UGI Gas Service, Final 54.93
30 4/15/81 Internal Revenue Service Federal Income Tax for 1980 681. 74
31 4/15/81 West Shore Tax Bureau Earned Income Tax 27.59
32 6/4/81 Kunkel Surgical Group Professional Services 43.68
RESERVED TO PAY THE FOLLOWING:
Dauphin Deposit Bank and Trust
Comnanv Executor's Fee 42,150.00
Robert L. Mvers III Attorney's Fee 25,000.00
Reserve to File Account 500.00
TOTAL I $71 820.19 -
I 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 l!J!\6aHlnaul.19/Jmoml~ Inheritance Tax purposes,
and Trust Com an ~ .;- I'lY/
ATE
OFFI
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S
AT
FFICER
% TAX RATE
GENERAL INHERITANCE TAX INFORMATION
Unsatislied liabilities incurred by the decedent prior to his/her death arc deductible ogainst his/her toxable
estate. In addition to debts incurred by the decedent or estote, other items are claimable including the cost of
administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of 0 burial lot, tombstone
or grave marker and other related burial expenses.
All debts being claimed against on estate ale subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed, Evidence to support the decedent's or the estate's liability for the debts being
claimed should be attached to this schedule.
A family exemption may be claimed by a spouse of a decedent who died domiciled in Pennsylvonia. If there is
no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same
household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by
a parent or parents who are members of the same household as the decedent, The family exemption is allowable only
against assets which pass by a will or by the Pennsylvania Intestate Laws.
NOTE: Compensation paid to an estate representative; namely, an executor or administrator, for services
performed in administering an estate is reportable far Pennsylvania Income Tax purposes, This taxable income
item should be reported an farm PA.40.lndividuallncame Tax Return.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicote 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 an which each debt was incurred and/or paid.
4, Enter the names of each payee,
5. Provide a brief explanation in the ren,arks 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 poying the debts.
IF ADDITIONAL SPACE IS NECESSARY USE B%" x 11" SHEETS.
REV..450 EX+ (IG-eO)
COMMONWEAL TH Of PENNSYLVANtA
OEPARTMENT OF REVENUE
TRANSFER tNHERtTANCE TAX
REStOENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
(Instructions on Reverse Sic/a)
.
ITEM DESCRIPTION ESTIMA TED DEPARTMENT
NO, MARKET VALUATION
VALUE (OFFICIAL USE ONL YI
I II NONE"
I
,
,
,
I
I
i
I
I
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I
I
I
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TOTAL ,'>^-c-<-<-Z. A-~-~
, --
, , I" " AT?
ESTATE OF
Ravrnond F. F.vleth
If odd,"onol space IS necessary, use BIl x 11 sheets.
20
23
fH:V..i5I I :<t tll~l\n)
COMMONWEAL TH OF PENNSYLVANIA
OEPARTMENT Of REVENUE
TRANSFER INHERtTANCE TAX
REStDENT DECEDENT
SCHEDULE "B"
PE RSONAL PROPERTY
~:~
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Estate of Raymond E. Evleth
ITEM
NO.
EST IMA TED
MARKET
VALUE
DEPARTMENT
VALUATION
(OFFICIAL USE ONL YI
DESCRIPTION
UNIT
VALUE
14
15
$5,000 Commonwealth of Pennsylvania 5.80%
General Obligation Bond due 2/1/88,
Third Series S 1981
Accrued Interest
$10,000 Commonwealth of Pennsylvania 6.0% Gen-
eral Obligation Bond due 2/1/94, Third
Series S
Accrued Interest
9,985.00
279.45
4,238.95
135.07
16
$20,000 Commonwealth of Pennsylvania 6.0% Gen-
eral Obligation Bond due 2/1/99. Third
Series S
Accrued Interest
13.192.40
558.90
17
$25,000 Lebanon School District 5.30% General
Obligation Bond due 2/1/86. Series of
1976
Accrued Interest
21,774.50
617.12
18
$25,000 Dallas School District Authority 4.10%
School BUilding Revenue Bonds due 8/1/92
Accrued Interest
15.787.25
477.40
$10,000 Cumberland Valley Joint School Authority
4.10% School Revenue Bonds due 2/15/82
Accrued Interest
9,594.40
174.11
$25,000 Hamburg Area School District 7 3/8%
General Obligation Bonds due 9/1/93
Accrued Interest
21,056.25
702.14
$15,000 Norristown Area School Authority 4.95%
School Revenue Bonds due 3/1/86, Re-
funding Series of 1971
Accrued Interest
12,823.80
282.76
$25,000 Muskogee Industrial Trust 6.75% Pollu-
tion Control Revenue Bonds due 3/1/06
(Oklahoma Gas and Electric Facilities)
Accrued Interest
16,750.25
642.64
$25,000 Bellefonte Area Joint School Authority
5 1/2% School Revenue Bonds due 3/1/89
Accrued
20,155.00
523.63
If additional space is necessary, use 8'1" x 11" sheets.
TOTAL
$149,751. 02
/~Y; 7,1"'; o.z.
.48
,U:V.';;1 t.^+U"llol
COMMONWEAL TH OF PENNSYLVANtA
DEPARTMENT OF REVENUE
TRANSFER tNHERtTANCE TAX
REStDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
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Estate of Ravmond E. Evleth
. -
ITEM UNIT ESTlMA TED DEPARTMENT
NO, DESCRIPTION VALUE MARK ET VALUATION
VALUE [OFFICIAL USE ONL Y!
,
$5,000 pottsgrove School District 5.45% General
24 Obligation Bonds due 3/1/82 4,860.05
Accrued Interest 103.77
$25,000 Athens Area Joint School Authority 5%
25 School Revenue Bonds due 3/1/84 22,768.75
Accrued Interest 476.03
$10,000 Pottsgrove School District 5.55% General
26 Obligation Bonds due 3/l/84 9,256.00
Accrued Interest 211.36
$25,000 Commonwealth of Pennsylvania 9.30%
General Obligation Bonds due 9/1/98,
27 Thirteenth Series U 23,460.50
Accrued Interest 885.41
,
$15,000 Pottsgrove School District 5.60% General
28 Obligation Bonds due 3/1/85 13,560.15
Accrued Interest 319.89
$25,000 Pottsgrove School District 6.15% General
29 Obligation Bond due 9/15/87 21,939.00
Accrued Interest 585.51
$25,000 Pennridge School District 5.90% General
30 Obligation Bond due 10/1/91 19,381. 00
Accrued Interest 440.48
$25,000 West York Area Joint School Authority
3.40% School Revenue Refunding Bonds
31 due 10/1/81, Series of 1962 24,207.50
Accrued Interest 253.84
$25,000 Bermudian Springs School Authority 3.60%
School Revenue Refunding Bond due
32 4/15/82 23,690.75
Accrued Interest 231. 78
$25,000 Seven Valleys-Springs Grove School Build-
ing Authority 5.30% School Revenue Bonds
33 due 4/15/85 24,537.50
Accrued Interest 341. 23
TOT AL $191,510.50 /)7 ~ fit, j"O
-
If additional space is necessary, use Bh" x 11" sheets,
ITEM
NO,
49
50
51
52
53
54
'H:V.4'~il t; x+ (8-1'.01
COMMONWEAL TH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER tNHERtTANCE TAX
REStDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
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Estate 0 f RaVlT'Ond E. Evleth
DESCRIPTION
UNIT
VALUE
ESTIMA TED
MARKET
VALUE
DEPARTMENT
VALUATION
{OFFICIAL USE ONL Yl
45
$25,000 Lititz Area School Authority 4.90%
School Revenue Bonds due l2/l5/84,
Series of 1971
Accrued Interest
24,676.2l
110.75
46
$70,000 Common~~alth of Pennsylvania 5.50%
First Series U Bonds due 6/l5/83
Accrued Interest
65,934.40
348.08
47
$5,000 Nest Shore Senior High School Authority
3.65% School Revenue Bonds due l/1/9l
Accrued Interest
3,843.84
10.20
48
$25,000 Philipsburg - Osceola Area School
Authority 6.20% School Revenue Bonds
due 7/l/92
Accrued Interest
19,459.25
n.l9
$lO,OOO West Shore Senior High School Authority
3,50% School Revenue Bonds due l/1/83,
Series of 1964
Accrued Interest
9,166.10
l6.30
$lO,OOO Central Greene School Authority 5.0%
School Revenue Bonds due l/1/02
Accrued Interest
5,508.00
23.29
$50,000 Williamsport Area Oammunity College
Building Authdrity 5.0% College Lease
Revenue Refunding Bonds due l/l/85
Accrued Interest
44,375.50
116.44
$35,000 Manheim TOwnship School Authority 5.0%
Special Obligation Bond due l/1/8G
Accrued Interest
30,097.20
9.59
$25,000 The Hospital Authority of the County of
Beaver 6.20% Gross Revenue Bond due
l/15/83
Accrued Interest
24,096.75
8.49
$25,000 Eastern Lebanon County School Authority
4,40% School Revenue Bonds due lO/l/82
Accrued Interest
23,551. 00
418.90
If additional space is necessary, use B'l" x 11" sheets.
TOTAL
$25l,842.4B
2.r/,9'sL >("".1-/
A}L9
R E V.4!12 E x+ le.eol
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "C"
TRANSFERS
Estate of Ravrnond E. Evleth
INSTRUCTIONS:
1. Answer tile questions on reverse side.
2. If the answer to any of the questions on the reverse side is "Yes," provide a description of the property transferred per
Schedules "A," "B," or "E," its estimated market value at date of death, dates of transfer, to 1II10m transferred and
relationship of transferres to decedent. Attach a copy of any trust, deed, or instrument relating to the transferred property.
ITEM
NO.
DESCRIPTION
ESTIMATED
MARKET VALUE
DEPT. VALUATION
{OFFICIAL USE ONL Y!
II NONElI
TOTAL
/1-<--H~
If additional space is necessary, use BW' x 11" sheets.
I. D;' ,.~,~\ ".'0 ,.. '"'' 0' '''., "h. '"' ,,,"' ,. 0' '"' ,,',,',' ,., 0' h" "1'1. "",,"' '''of "0,
valuable and adequate consideration? (Answer "Yes" or "No".) NO _
2, DI' ,,,"'~,, "010 I.. ,.." 0 f '''', h.., ,. ,IP,,," "" h 'm..1f! h."", . If" ""/h".." '" II ."her ""'I,
or parties (including a SpolJse) in jOint ownership? (Answer "Yes" or "No".) -lliL.
' "Ih. '" ". · "" " I.. "00", " "y,," '"' .. I"",,., "" dm, '" I. b, 0," "~hl., 'IP", .. ro"..I",
in formation;
a. Age of decedent at time of transfer. _ No
b. Copy of death certificate.
c. Affidavit by the attendinR physician indicating the state of decedent's health at time of transfer.
d. All other information supporting non taxability of transfer.
.. D;' ,,,"'. t " hi... ",.Ii po. ,~, '"' h""rel 0' ''''P. Iy ,''''''' .~, "". 0100"" I .d,~". ~",ld'"Ii,"
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? NO
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 allY period which does in fact end before his/her
death:
a Th. "'~~""" I ~ (0"., 0' .. .. ri ~I ro '" rom. fro, .., ,,,'Iy "M' f".. ('''wo, "y,," .. "No".) -"'--
b. The right to designate the persons who shail possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".) NO
6. If the answer to five b. above is "Yes," was the right reserved in decedent alone ( ) or decedent and others ( ).
7. Did do"", I io hi.." II f,"" ,.... ""'re" .. roo",,,,,, PO ml "" 0 '" ".., '''''', ,ro" ~ I. ,~ '"ro"
to or for the benefit or care of transferor? (Answer "Yes" or "No".) NO
.. Di d ""'do" ~ " M' "". """'" pro,.., .. b..fi".' PO (OY'M' ., '" i 0 ." '" b( '" . OM", rem,,, 0'
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.. '""'" · .i "'10m" i, "y"." "" .. """ I. '''''. '"~ d .. ..h. .. '" I.." "' .. bO'fi" '" .~I""
in the decedent alone ( ) or decedent and others ( ).
QUESTIONS CONCERNING PROPERTY TRANSFERS
REV.453 ex+ (10-80)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
(Instructions on Reverse SicJll)
Estate of Ravmond E. Evleth
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
Alfretta Buchko yes 50,000.00 Bequest
Lot #5, 999 \~est Trindle Rd.
Mechanicsburq, PA 17055
Ba""" w;~.. ~, yes 5,000.00 Bequest
3905 Madrid Avenue
Bakersfield, CA
r;::lrh~r;np Sll~nn 1<';...lr Yes 10,000.00 Bequest
S'i'ill ("'~l"mh;~ Pike
Apartment 635
Arl ing.t~JL--Y""~f..~__
Mrs. D. R. Tavlor yes 50,000.00 Trust
3801 Chestnut Street
Camn Hill PA 17011
r.oodwill Industries of N/A Income beneficiary
Central Pennsylvania
P.O. Box 3155
Harrisburq, PA 17105
.
I
The above beneficiaries were living at the time of the decedent's death except for the following:
NAME
DATE OF DEATH
If additional space is necessary, use 8%" x "" sheets.
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all propertv. real and personal, owned by the decedent jointly with another
party or parties as joint tenants witll right of survivorship. 80th tangible and intangible property are to be
included. List real estate first.
1. Describe all real property as indicated in the instructions for Schedule "A." Describe all personal property
as indicated in the instructions for Schedule "8." Include the name, address and relationship to the
decedent of the co-ownerlsJ and the date the joint ownersllip was established.
2. Indicate the total market value of the jointlv owned property.
3. Indicate the percentage of the decedent's interest.
4. Indicate the market value of the decedent's interest.
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REV.4e1 EXt 17"80)
COMMONWEALTH OF PENNWLVMII^
OEPARTMENT OF !;[VENIIF
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
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INHERITANCE TAX
APPRAISEMENT
[iJORIGINAL
o SUPPLEMENTAL
File No. ___H.?.1-~1.-0056
Estate of _Jl<lymS!nfLE:_._.ll\T~_e.th__________
Caun ty ___....Qumbel'.1~l1d .__ ______..___.__ ___
Dote of Death JanuarLl'L 1981
In the event that any luhlro interest in this estate 15 transferred in possession or enjoyment 10 collateral heirs of the decedent after the
expiration of any estate for life or for yenTs, tho Commonwcallh hereby oxpressly rcsurvt,ls the right 10 appraise cnd assess transfer
Inher!.!.ance toxos ot thtt~lawful collateral rala nn Oily :"ouch futuro I'!tllreslo_
PROPERTY NOT INCLUDED IN RETURN BUT -APPRAISED BY THE COMMONWEALTH
ASSET SUMMARY
DEPARTMENT'S
APPRAISED VALUE
1. Totol Real Property _ SCH. "A". . . . . . $ _. Non~ Unreported $
2. Totol Personal Property _ SCH. "B". . . . $ 1,1\99,..!i6.L56- Unreported $
3. Totol Jointly Owned Property - SCH. "E" $ JIo!le.--. Unreported $
4. Totol Tronsfers - SCH. "C". . .'. . . . . $ -Hone Unreported $
$ None
$
$
$
$
1,699,461.56
.fume
None
o LIFE ESTATE
TOT AL GROSS ASSETS
DREMAINDER
1,699,461.56
DANNUITY
---~....._-. _.._.__._~_ u__.___.+_..____
------------------
TOTAL VALUE
$
I do hereby certify that the oLave appraisement is mode in conformity with Pennsylvonia low and has been filed this
day with the Register of Wills. ~. r.y.1 ~ ~/
c.. , ' . <..<.. I. -11t.1-' September 4 I 1981
APP. 'AISER DATE.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
-
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
COUNTY FILE NO: ;; I - /; /, S (0
TO: .JJ (AM-I~^;/I_ 0J-o.A\,UQAt- Ij (.vv J. ~.-
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COUNTY _",'ANYI ~kiJ/'U.<i'v'l"
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OATE OF OEATH (\\O\.'Y\., / 7
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OATE
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FILE NO,
Appraised Value of Estate:
Real Estate
$
Personal Property
+
Jointly Held Property ITraoslers
+
Tolal Gross Estate
$
Total Approved Deductions
Clear Value of Estate
$
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
$
Amo~nt Taxable @ 6% Rate
$
tax due
$
Amount Taxable @ 15% Rata
lax due
TOTAL PENNSYLVANIA INHERITANCE TAX OUE
$ / '7 d:5 O. () U
'"
* * * . * * 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
9-~/->(J
$/7 .:1St!. rJO + $
$
= $ / '7 ::{r;ii. Ou
+
=
+
=
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
~l
,,/ (" r,
$ il L 0vi'l,'l
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
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-,-.-
See Informelion on Reverse Side
"''''/!