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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 ')>100) ~ " ~ . 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: - 2 - I I i , I I I I I I i i I I I I I i I , I i I . . ". 8 Z ~ H :I: H +' 8 H:l: Q) [iI I1l Q) Ul ~ Kli-l 1-1 . [iI +'11l 8 [iI [iI +' Ul "" >< III 'tl . ::;: +', a 'H [iI :>'Q)QJ III 0 . Q).l<: s:: CI i-lal-l:>. i-l z 1-1 III 0 i-l ~ 80::;:e H Il':+' QJ ~ [iI+'o..:! 8 Iii lXl.o:N o M Ul Il': ~ '." , , . ' 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 :'"Ci r-1: :~ co: :os a:. :~ ....... :<1) i~ :I:: E-t: ~l U. [iI: i-l: (I): 0 :>: *i [iI: ~: ..!o: \0: ....J g r.c Ill: ..J CI !Xl 1': L':l I: Z - N: .-I: - .. 0 .~ :>.l (I): - ::: 0: I: ~ ~ E-<: Yl ,...i .-I: l:: fall COi N: Iii .~ c: 'tl Cl\: Ill: I : ~ '" ri ~ ... (I): 0 (I): C\Jl " *: .s ~ ~ al ~ .5 'tl ~ - C .~ rIl r:<. fil os 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 . . deeeased latc of i I 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 - 4 - .', ")n {'I;'" ''').-' . 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 - . !'.. .,,~ ,..,r" ,) 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 - 9 - BeCK .'0 "j '''~ '''1'''' L:....1. Pi.\; I. I \..~J. ~ 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: . ,-,- .... l~~~i r~~r I ,_~ l - 15 - ,!1g 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 - 16 - Beer. :1.0:;. r;'Cr t'"'l ~ . I u(j 1981 May .' 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 - 17 - BCCr~ 'i"" f""': ..v.l. ",;,. ,...,--- n IIJ:~ 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: ~/f~ Vice President & Trust Officer err" " '"j PLot 'itd. ; I,r\ . _ _ _ . c " c .~ ;; .- ';f, ~ '- .2 ~ ." :E ::l '" '" i:J c; ~ :;: ~ 0 ~ u u .g ~ '" ." :g u r/j OJ 0 "E; " " ,.c: ~ ~ ;:;. " 7- 1:: 5 -5 ~ ~ ~ " 0 ;; ;; ~ '^ u ~, OJ OJ 'i:; ~ " QJ ,~ u E ~ " ';:: 1: :- c ~ g .;:; QJ ~ ';J .- .~ ~ g " or 0 :;: ~ c ,- ~ S ~ "' ~ i! " ij ." 'U '" OJ :- 0 OJ 'i:; " ::: ;:,. '~b ,~ OJ " ,.c: " .;; ", ~ ~ ~ ~ .S ~ C 'F; ,., ~i 1!. 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I. pil . lalT1'os~~ WJt"'''o IUMOO"i5".......-."..__ ~ J bt I:' t-,""- " ,l' r\)~ ~ (-d~~ :-: \ ~ t'J S'~ ~'~ .S4 W :;: ~ r:: '-' <::J. dJ ;:; ....:>< '" 'Z ,0:: o ../-~ ~< r~ is '" ~,-' v .-' ,-, o:i ," ;r.I~ ".., !'oJ :~~:n :l..~ ..,,0 " '" ',;.0 '" c:; t::J .,(11 N t~J ;y., ':1 .- .... ,,- <tI r, =~. III ;: <l: = ID '" llo llo l!i III E '" = ~ I: = en .JIIl U Q2 i."~ :I III J: ID C G =I'-i ~.~i "" ,~ .., "- ,..; (';, 'M ~ . 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: ~~~ Vice President & Trust Officer . '\.. 1('_ t..., ::-" eer.;: L'l. r.,cr /4.,) ~ 3 ." 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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 ':: ~' ....!.-.. 1 .~ ..... ~''', --.. ..) ". ~ 1"'\ u".:',...." .;..lJ 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 ",',y -c, .~ ::; ~ j , ..;. ,..'--' ~) ~ J' 2 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 i.' II .~~ r: _;... _~. 0 ~::. fJ5.t. 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 ~~.:. ~",,"~ (")I~') . .~~f: ~ :.0 . " ... _./-.., 5 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. . ,- .... ~",--: d :~~'l ti~3 ,"l:,' ." 6 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. 'J: t'iJ "".. '..:... I.'::;,~ Uut 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 .t, .~ ."; :1, "r '"U: ..,.!'--I . 0J-r; U' 'j 8 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 '~.~, ~ ..;c. ~:;:r~ .: ..0 Ir,.j.:\.. 9 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 =-- ..,." ~:.'~ J ":..' ~~:; '-' l..h: ' 10 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 ...~ .; ,-, ". ,,' >'::' Q '~J: ~~. .:.,)' ,)._:'~) 11 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 ~~~_J rJ'> ,'._ r ,., " l.:,:),j 12 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 l r~i r: 1 ".~ ',"r _ ~;..) :-,.1,. ,....,.In l.~btJ 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 ,', " , ,;.}. . . ,'~ '\. ~,_..n) ;1" ,..r) b";,J ~< :.: 01-< "'~ ~'" Z H 0 ~ ..;~ ~ ..; :> z z '" "'~ ~>-10 0>-1"; H ...<>'H O...<~ H'" '" 0.."'''' UHU HO Z'" ZH U:.::~ "'I>: O~ ZZ:>\O ..; '" OH HH O~HLI) ~ 0.. HI>: ~""''''.!. ...< =>= . ~ ::>..; <H=>= :~ "'H o "E-4 CO H H HU U!::I>:I HI>:~ I>:H :0..... ~ ~.l tri~ H~ ~SON "'> "'~ o U tl.l Z ~tJ ~8 HZ 0 ",:0 "'~ H U" 0 < '" I>: CIlZ ~~"' "'H '" :OSZ CIl ~ O:z:S H 12 ~ :><:0 '" .. U~;... "'''' ~I :>< tnHO H <>> ~<Gg;: <G - '" ~ =>=<>>0 HI>:>: ~'" H'" ~~;;;i H:ij 0 Z~ e:'1 H H HU '" ..; <, o:i ,.- -,,'" ("2r:1 --1 !--:-..:-,; r"~ ;. ~..:.. r~"?n " , ~ ,/,.-, :.-1 "1("..:.1 :-.-,1'" .'J -::;> '.1;::. -~ '8'" ..... <:' g 'tlg:B" ~ ~ ... d:u c 'Nlll.8J~:a~ilI 0 "~f ,,0 tJ Cl =e _'0'... S"'" go", I . >- Q. "B':: 5 ::l .. en c: . " !~ 1::- g )08. t1 :fi ~ l. ~ ~ ~.s ,d arB ~ is Cl <: 'tl - <:.s:; o~ ~ ~ J oS 'g 'fJ ~ ~ lost.&:; 0= >- 5 ~ r, '5O!'1 gJ.t::a.~ ~ .t: t:: ,.l t ~ lo':: '" " tJ S ::l \ 4 t: c; H Co' 0 8 " -, . <:.. ..., - .~ Cd 0 1'8 .J." D D,g ~ .~ 0 Ja .r:;...... O. .! 1: lr."bift;> .:stA\ I>: 6 c::.o Cl.. ....' . .s~'isJ ...:DiSoSi:lls . " ~ . f ~ 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. ~ ~ ~~ ~~ t- 1 "8 ' IJ,[J L ,Jd\ U I ;,\1' ~uv 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, >- .,; .<: m ... W ~ '" ... ., ~ ~ w ~ QJ m tI.. '" U m 0 > m 0 W Vl '" C '" ;>0 '" w .. m I- :x: tI.. tI.. c ... -' u. ~ , Z <( 0 '" '" 0 u. -' '" tI.. :l: LIJ 0 <( w ]1 'M ,;:. <( > Z '" II: ~ Z 0 c C ~ ~ 0 Vl z ~I 0 '" U Z w <( .... tI.. U ... c - .. I -;: 0 m I .<l ... ... , m E 0 I ~ ~ ..! 0 I ~ U ii: III -' COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ,\ ,\ l J ss: 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. r- .,; w . ~ ~ '" l- . W ~ . Q. u . 0 . 0 W III 0 en >- IE '" w . " Z ... .; Q. e ..J U. ~ ~ 0 Q. 0 U. ..J :I: W 0 <C ,:, <( ~ Z '" ~ 0 c 0 . - III Z 0 '" U Z w <C ... Q. ." c - . -;: 0 . ..Q ." .J< . E 0 ~ . ..! 0 " U u: III ..J .' COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I. J 5S: 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. >- .,; . ... w . ~ '" ... . w ~ . l1.. 0 . 0 . 0 w Vl C .. >- '" w . . I- J: l1.. l1.. c ... ..J U. ~ Z . 0 U. ..J jj 0 l1.. :l: W 0 -< ,;. -< > Z '" . Z 0 c C ~ Vl Z 0 0 '" U Z w -< .... l1.. ." c . - -.: 0 . .D ." .... . E ~ ..!! 0 . ~ 0 .... U u: OIl i\ . 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. I I I I I I i I I I I I , I I i I I ') 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 -----_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 >- -d ~ I- W ~ ~ c< I- ~ W ~ ~ Q, " ~ 0 VI ~ e w c '" >- c< w ~ .. :r Q, LL ~ Q, :: Z I- .... 0 LL .... ~ 0 Q, ::: w 0 <( ,.::. <( > Z '" - Z 0 c C ~ Vl Z 0 0 c< U Z w <( .... Q, ." c ~ - -.: 0 ~ .Q ." .... ~ E 0 - " .! 0 ~ .... U Li: CD i. 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. >- .,; ~ I- W ~ ~ "" I- '" W ~ ~ 0.. U ~ 0 ~ 0 VI C '" >- w "" w '" ~ l- X 0.. 0.. c I- -' LL '" ~ Z 0 0 LL -' <: 0.. :l: w 0 <: w ,;. <: > z "" - Z 0 c C ~ ci VI Z 0 "" U Z w <: - 0.. ." r - '" -.: 0 ~ .D ." ... ~ E 0 - ..! '" ~ 0 .... U u: CQ 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. >- .,; 4> I- W ~ ~ t>! I- ~ W ~ .. "- " 4> 0 0 Vl .. '" ... w t>! W 0 ~ 4> l- I "- "- C I- ..J U. ~ ~ Z 0 U. ..J <( 0 "- :l:: W 0 <( w ,:. <( > Z t>! - Z 0 c 0 ~ .; Vl Z 0 t>! U Z w <( ... "- -0 C - ~ -.: 0 .. ..c -0 -" .. E 0 - .!2 ~ ~ 0 ..J U u: "" lilt,. . I> 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 I r $J,7CO,26G 56 .. , - 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 // /' ': <'. I I" (~~~.~ ' " I l" ,OJ ' /:- -j' ,/ / - ,.' i \'..,i' I,.. .I:..!.I..-' p_.) ./ ( ElizJbet'l 1. Bl!n!~o. N'ltary Public Mv Commilliorl rx,;ir~\ APlil 16. 1984 HarrhblJlll, Pol. Oilu;:.hin (ounl., / > 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' (. and subscribed before me, ~- / ....t. '. (:. 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 ':-".,; 05 :0:0 ~ ",'" i!:: !::?g ::/,,>:0 7; "-10 --'11"'1 ~ ::,0 N :, " "" .'.' -0 .. ~ ~ '- .c -,; >- .... " I- W <lJ ~ ~ '" I- '"' '" <D w ~ :> .. III 0- ro1 u " I 0 0 III .. '" ... M W '" W C '" '" co I- :r 0- ro1 '"' 0- c .,j ~ I Z I- ..J L1. '"' 0 M L1. ..J 0( 0 ,tl '... 0- :l: N W 0 0( w ~ :I: >. -=: > '" "" Z - Z 0 c C ~ ~ .; Vl z !:II 0 '" 0( U U ... Z w I 0- -0 c .. - -.:: 0 .. .D -0 oJ< . e 0 . ~ ..! 0 . U i.i: II> ..J REV.4SS EX... (t'.BOl 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. t""' '" " n >- tt1 >- ;5 Z >- 0 0 Cl Vl 0 CJ n e Cl ~ Z s: Z t""' tt1 tt1 ~ Z " 0 - 9 t'" Z Z tt1 >-I tt1 >-I Z 9 >-I -< tt1 - 9 Vl Vl Z 0 Vl 0 >-I 0 'Tl 'Tl " "" ~ 0' - '. a: " 0 L, ~.. . r.:.. Z "", N :;~ r..I ~ :1::....1: tJ,J' ) ~~t"! 0'- -- o,r. 0.:;(.J: ;;: l.d I co O{:'l :.-:::,- UUJ 0::- => ::i<>: ~ ;ju ~ u -< -< tt1 r:1 ~ >- " 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 ! I I I ! I I I I I I 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 ~:~ ~4f~,'~ 'i"'., ' i{t~:~~lr.: ,~:.'~r:.;". <......~d'...,~.., (llIsrmct;oflS 011 Rf!VarSL' Sir/t.') 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 ~~: ~ ~;)~ I~Aqjli). ..,}i~lIY\\t,/;"",... ,.....~(...;.",.," . .' "'"I,'fJ. " ',~' (f'IstnJctiOfIS OIl RnVl.'rSf.' Sidv) 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 ~.... ih ~ ;;tt.~\':t.' i~~~ . ",,<. ;.~\;,;J~:,,:,..I. (1,lstnlctiwlS 011 R(!Vt!fSU Sic/n) 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. !: ", 0 n :>- r.1 :>- :; :>- 0 0 0 'fl 0 - Z C'l n e 0 .., Z .... Z t'" r.1 r.1 :>:: Z ;;:J :>- !=> ::: !=> t'" Z Z r.1 .., r.1 .., ~ p p .., -< 'fl r.1 'fl Z 0 'fl 0 .., i 0 .." i .." ;;:J I ~ I - ",. 0 Z ,. 0.. - '" ,,,' ..l N or:'::l ...: l~.' ~ -, '" ;;.:;:.:! C!- - ~);':;'j o:.:l'" ;;;; 0,:; "co <'>w .-.-1: l:!c:: ~ t'Y.=:, -< -< fO ~u r.1 r.1 (J :>- :>- ;<l ;;:J REV.4e1 EXt 17"80) COMMONWEALTH OF PENNWLVMII^ OEPARTMENT OF !;[VENIIF TRANSFER INHERITANCE TAX RESIDENT DECEDENT ~ .~.~j~I' '~:r(~':I..~ ;,,""~~~~~ . , ,~. ;.~7.:.:~~i;'~:" 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. --------- -------....-------..-- ..., Q) Q) ~ .. ~ ~ " ..., <: z ~ ~ 0 >- ~ fJl ~ ,..l ~ <: - u z - 0 ~ ~ - 0 !;: ci ~ ~ ~ ~ 0 l- 0 Vl Z ci fJl '" >- l- ei - ~ Z l- ~ [-. ~ z z ,..l ei - ei <: ~ z ~ IJJ ,..l Z ::;:: Z l- 0 ~ u " IJJ - 0 fJl ~ .0 0 <: z :;:: <: - ~ u 0 "" ,..l I ir ,e( I rr,_~J( 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. ~.- iD!iJ 'D 'I( ( I -I l~ !).(I'"\.... ~ ; ::; -t~JLVvl.A-":!.x..\^^-,. I (,_ / '7 ) (,J S ( 'l 0\;.;t, /;. \) J ' ESTATE '\ C:'j",\/ry1 ,"y"i~ " \) ~I - '6' I 5b ( n /1 I COUNTY _",'ANYI ~kiJ/'U.<i'v'l" .\ ' , OATE OF OEATH (\\O\.'Y\., / 7 'J 19 ~(j OATE dl /1, j ..\,\.(:. ( ~ _.{) 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 ,:hJ., 'l ,/'/ ,. -,-.- See Informelion on Reverse Side "''''/!