HomeMy WebLinkAbout81-00062
&l
llIl
i ~
~ ~
rJI
. ~ ~ .
III
~ t),
~ 11I1
N rJI
r.&J ff ~
or-
CX)
.
or- -
C\1 0
. ~
..0 III ~
Z ....
all '"'
."
. ",,'
LAST HILL AND TESTAMENT
OF
GOLDYE B. SHANDLER
I, GOLDYE B. SHANDLER, of 11 Circle Drive, Camp Hill,
County of Cumberland, Commonwealth of Pennsylvania, being of
sound and disposing mind, do hereby make and declare this to
be my Last Will and Testament, and I do hereby revoke and
make null and void all prior Wills and Codicils made by me
at any time heretofore.
ITEM I.
I direct that all my legally valid
debts, funeral and administration expenses, and inheritance
and estate taxes incurred on account of my death shall be
paid by my personal representative out of my residuary
estate as soon after my death as practicable.
ITEM II. I give, devise and bequeath portions of
my Estate to be divided as hereinafter directed:
(a) In the event my sister, Mildred Saxon, pre-
deceases me and I own outright the real estate at 11
Circle Drive, Camp Hill, Pennsylvania, at the time of
my death, I bequeath from the sale thereof, Five
Hundred ($500.00) Dollars to each of the following: my
great-niece, JULIE SAXON, great-nephew, JONATHAN
PIPKIN, and great-nephew, GILAD SAXON, living at the
time of my death. The remainder of the proceeds shall
be divided equally between my nephew, RONALD SAXON and
my niece, MARILYN PIPKIN.
(b) I give and bequeath a sum sufficient to
Kesher Israel Congregation for the erection of three
(3) yahrzeit plaques to be installed in Kesher Israel
Congregation, in the name of my father, JOSEPH H.
SHANDLER, my mother, LENA L. SHANDLER, and myself,
GOLDYE B. SHANDLER. I also give and bequeath a cash
contribution of One Hundred ($100.00) Dollars to
Kesher Israel Congregation.
(c) I make the following bequests in cash to the
persons hereinafter named:
1. Seven Thousand ($7,000.00) Dollars to Mildred
Saxon.
2. One Thousand ($1,000.00) Dollars to Dorothy
Schmall.
3. One Thousand ($1,000.00) Dollars to Joyce Gordon.
4. Three Thousand Five Hundred ($3,500.00) Dollars to
Ronald Saxon.
5. Three Thousand Five Hundred ($3,500.00) Dollars to
Marilyn Pipkin.
(d) Any money remaining in any checking or
savings accounts in my name at the time of my death
shall pass to my sister, MILDRED SAXON.
ITEM III. I request that I be buried in the plot
next to my mother's and that a headstone identical to my
mother's be erected. The cost of this headstone shall be
paid from my Estate.
ITEM IV. I give, devise and bequeath all the
residue of my Estate not heretofore given, devised or
bequeathed of every nature and wherever situate including
all my household furnishings, bric-a-brac and personalty to
my sister, MILDRED SAXON. In the event Mildred Saxon fails
to survive me, all the residue including household furnishings
bric-a-brac and personal possessions shall be divided equally
between my niece, MARILYN PIPKIN and my nephew, RONALD
SAXON, provided, however, that my niece, MARILYN PIPKIN,
shall have first choice of all items which are to be divided
between them. Any items not selected by my niece, MARILYN
PIPKIN, and my nephew, RONALD SAXON, shall be sold and the
proceeds therefrom divided equally between MARILYN PIPKIN
and RONALD SAXON.
ITEM V.
I appoint my sister, t1ILDRED SAXON, and
my nephew, RONALD SAXON, as Co-Executors of this my Last
Will and Testament.
ITEM VI.
I direct that my Co-Executors shall not
be required to give bond or post any other security for the
faithful performance of their duties in any jurisdiction.
ITEM VII.
My Co-Executors shall have the following
powers in addition to those invested in them by law and by
other provisions of my Will applicable to all property,
whether principal or income, exercisable without Court
approval, and effective until actual distribution of all
property:
(a) To retain any or all of the assets of my
estate, real or personal, in their sole discretion.
(b) To sell at public or private sale, to ex-
change or lease, for any period of time, any real or
personal property, and to give options for sales,
exchanges or leases, for such prices and upon such
terms as they deem proper.
(c) To make distribution in cash or in kind, or
partly in cash and partly in kind, and in such. manner
as they may determine, and at valuations finally to be
fixed by them.
- 3 -
M9
~ .
0
~ ;:
"
N <
~ "
. " Z
. ~
"
t . ell . . ..
. " . ~
0 III . . .
" Z
.... . Z " x
~ ~ . 0 Z
. 0 .
fit ~ . cj ~
~ ~ 0
.. 6 ~ ~ III
III . P
. O. 0
III .
"
~ III
.. III
0 <
0 =
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CllMBERLAND
Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of
Cumberland, personally carne
X'<'\\\OI\'C) ~";),,
who, boing duly ~nr<\
t do e...
depose and say that as 0, ,'n) ..r ,y
of the last Will and Testament of ()r,lrlc", \\ ~"'n,^ ,\\re
o
deceased
I
I
I
I
!
will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And
also will diligently comply with the provisions of the law relating to Transfer Inheritances. and subscribed before me.
'-7 V
Dec. 12 A.D., 19~ '.<. / 1,';'~j,;r j ,/..Ji'/"'70/
9Jtt4.ij Ii LV.H~.J
f r Register
,C; c.: :..; ~:
c.. .-,.-. :ClJ m:
("'..;:.:,. :~
t,.. ,.,.. "; ell
_.,. ::l.. VIe :ClJ ~[
l, , '-' :"
lI..., ~c.:, :ClJ
c:: N :~
c~~'. ....z
~ ~o:.::
L.JlU l!:!
0'- ~ (r:ci ""
0:"" W 0,... rzl: m
0-' <:::; '", u. II :11=
tJ'"
LuLu ""L
0:0: 0 "':;, 0
~ ~u m:
u .>:l
-I lIll 8 N,
N. N' .: !Xl ~~
c.o Ill: -I ~l .....
,: ..... .: '"
- ~l .~
.-;: ~ i3: 0: E
CD: E-t:
,... ,: Sl = rzl\ ~
.-;: .~
CO N! 0: .." ("00:
CI: ClJ
I ~ .." ~,
If"i' ...
0 m:
C\I " :11=,
$ ~ ~ 1l
~ "g .....
~ ~ .~
<fj r...
ril oj
DECREE
Be it remembered that on the~Bth day of
81
,A.D.,19_, there was probated and
January
recorded the last Will and Testament of
Goldye B. Shadler
late of
Camp Hill
,Cumberland County, Pennsylvania,
Mildred Saxon
Deceased. Letters Tes tamentary were granted to
Witness my hand and official seal the day and year aforesaid.
~1dfl
e.~~ .
Register -';
"
922
21-81 ~)2
No.,.....,..........,........,.....
Renunciation and Request
---------
In the Matter of the Est,t. of ..,.............,..9.(),J,..D..Y.",]<;,...B.,:....s..~.~,N.g~J::~....,..........,...,....,....,......,...........,.....................
Mary C. Lewis .
To .......................,....................................,.....................,........,....,.....,.....,.,.................,., Esq" RegISter for the Probate of
Wills and granting Letters of Administration for the Cou nty of Cumberl,nd, in the Commonwealth of Pennsylvania,
....,.1....., the undersigned, being the
Co-executor of the Last Will and Testament
.....................................................................................................................................
of Goldye B. Shandler dated October 23, 1980
..................................................................................................................................................................................................
..................................................................................................................................................................................................
..........................................................................................................................................................................................
..................................................................................................................................................................................................
do hereby renounce ......................,.......................Il!Y...........right to h,ve Letters ,.....,~,~.~,~,~~~!:':~,IlE7........,..,..,......
....,........,......................,..............,..................,... on said Estate issued to ...,r:n,e.,'....g9,!1:~J,~....~~?,{9,!1:,!,...........,..,......,
.......,....,..,....~.'-"JJ.cO,.,5y:"'"^..,...................,.........., ...,:........,........,..........., and do hereby request you to grant
the same to
Mildred Saxon
.............................................................................................................................................................................
Witness....... ...........h,nd. ......... ......'nd seal....,... ....,. .this. ...... ..,...., ..,. .......,.,.. .......,......,...........,.......................,.......
d,y of .................,5.1:.{,!{..~..:~?,.I,..........,..A. D, 19,4...9
I, /
"..J
Sealed and delivered in presence of
....,H..f~:~lfl!:, ,.."..r;,(~!:.~".~le?,;..\.....,",....,......,..
Witness -
'- '
I' ,. Ii c' /
I" 'J' ~ ~.
.....:,':,D,~...;,....';?.,!;....,,'"'.......,.............,(L. S.)
Ronald Saxon
................................................................................
',..,....".,..""..",."..".."....,.......,..,..........,..(L.S.)
...............................................................................
"...,....,."".,..."......"...,..,......""...........,....(L.S.)
................................................................................
",......"......,....,..,......................................(L. S.)
................................................................................
."..,........,.."..".."..".."..,........"...,...,.......,(L.S.)
................................................................................
",.,.......""",.",..,..,......,.....................,....,,(L.S.)
................................................................................
",......,....,..".."..,..."..",......,....,.............,..(L.S.)
RW-8
;)/- %!-&~
INVENTORY OF REAL AND PERSONAL ESTATE
]In t~l' .altu of t~l' fstatl' Pr....,......gQJ,..I?y,I):...~....,.~M~R~I<;).L.........,..:.............
late of ..Q~roP...l;\n),........................................in the County M_~~~te of Penna" deceased.
~nnrntorll of the real and personal estate which were of the above-named
......... ...~!?~.I?X~"!?"" ..~.fu\NP'J,.J:::.~...,.......... ,....................,..,..... deceased, Talcen and. appraised
the .................. day of ........,.........,.........19 (Date of death ..11./,4./.80....,....,)
Commonwealth National Bank
Account #112-812526-5
Account 112-106162-4
joint with Mildred Saxon (1/2) $769.39
First Federal Savings & Loan Assoc.
Account 1-1-415004
joint with Mildred Saxon or Dorothy Schmall
(1/3) $3,072.66
Account 1-27-807545
joint with Mildred Saxon (1/2) $16,639.35
1974 Oldsmobile Sedan
Real. Estate 11 Circle Drive Camp Hill, PA.
joint with Mildred Saxon $42,000.00 (1/2)
Personalty
Retirement Fund (PA. State Employees)
Bequest - Estate of Charles Baer
\0 ;::.;,..
;, N ,_:, .
li. fL ~n3
I.
2' m ~::::
c \!i ;":C~
,,-. n.-.J
c~ ~ n::~
"" 'TtlJ
0 , .....en
'-' ~..."I:-
.... ct:5
"" ~ 'j,-,
50 '-'
$2,428 86
$ 384 69
$1,024 22
$8,212 48
$ 800 00
$21,000 00
$1,000 00
$17,602 33
$ 5,000 00
RECAPITULA nON
$ ).~!.~.~.?:.~8
21,000.00
$ ...................
Appraised valllo 01' Personnl l'ropmly .........,....,..,..,.........,........................,..,..,..,....
Appraised valllo or mal estate .......................,.........,....,.......,..........,..,..,..,..,.....,...
57452.58
Total appraised vallie ....,..................................................,....................,........,.... $ .,.................
AFFIDAVIT OF PERSONAL REPRESENTMlVE
County of Dauphin ss:
......................................................................................................................................,.......
Execut rix
Administrat or the Estate or...,....,9.9.1.P.J'J~..JL....$.!:\Am;nrlJ<;,\L......................................,........
deceased, beillg duly..............S.W.Q~N......... ............,................. accord in!: to law, depose and say that the
items appearing in the IlIventory ioclude all of the persooal assets whorever situate and all of the
real estate ill the Comll1ollweolth of PellOsylvania of said decedent; that tho valuation placed opposito
each item of said Inventory represents its rair value as nf the date of the docodent's death; and that
lleccdcnt owned no real estate outside the Commonwealth of Pennsylvania except that which appears
in a memorandum at the end of the Inventory. ~.
.,..,:?~~,~.'!:-i!t.:,..,...?:':... and subscribed l '-ZtI 0 /;' / JW.ol r y~. M' )
I f 1 . ..,,, I ~ f ...., .....,,.{.J:..o.k-:............... ........rtA ..lr..r..v..............,....
,e ore me t llS...,..,....-..l,."~........,...uay;( E..cu~il\'"li
~,.... .... "'~r...,..,..,....rI:' A. D. 19......., 11 Circle Drive Camp Hill, PA.
. _ JI ;....1. . / ....,....................................,......,.................,.........,..,..,....
. . ..,..,IKf"....<.J.. '::5..'=...... Add....
17011
INSTRUCTIONS
1. An inventory must be ftled within three montbB after appointment of penonal representative.
2. A Bupplemental Inventory must be flied within thirty daye ot dlecovery of nddltlonal Besete.
3.. Additional sheets may be aUached ae to p8rBonnlty or ren.lty.
4. See Article IV. Fiduciaries Act of 1949.
..... "
.--I: :E :J.o ~
'M: ~ '" 0\ ,G
:0::: ~ ... i~
0\ 0 ~
... II pi Cl
- :! @\ E
0 ~1 - .,:
~ l.:! r.>l: U: 0
'" ~
" 0-1: ~ "
>< II 4-<1
oS 0: .,,; u
~\ 0: " z iE
... ~ ~ ~ 0
0 ,c;i "
u
.. u:>i OIl " "'
'" ;:3: ",1 '0 .~
.. 0: p' ~ 110 ~
.. ~ "'
.. ~: H; tIl: Q '00
:e 0: .-l; -
r.>l! ~ "
II ~i Hi & i>:
oS ;><: (lJ: "
0; ,.c: " ~ "
0-1: si 3 -"
.5 " ~
0: -"
l:l' ~ U' :>t: .=
'0 II >>
0 110 ~ ~ ~
'0 "
~ " ~ 0 ~ "
'- E '- l;: 0 '"
0 0 U Il'l '"
COMMONWEALTH OF PENNSYLV^,IJA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR C:HARITABLE EXEMPTION
FROM PENNSYLVANIA TRANSFER INHERITANCE TAX
(A" 01 Mu, 20, 1956, P.L. 1757, o"d A" of June 15,1961,
P.L. 373, as amended)
Application is hereby filed for the approval
of an exemption from Pennsylvania Transfer
Inheritance Tax on the: transfer of the property
described below:
1. Bu,eau File 1I~1-81-6~,_,_,_
2. Date of Deoth ___J)::4~80"
3. Date of Approvol -tl?e..L4LW
4. Name of Decedent SHANDLER, GOLDYE B.
5. The Commonweolth's approised vo'ue of the property for which an exemption is claimed is S 450.00
(Note: Where the property is other than a specified amount of cash, the exemption cannot be approved until the value of
the property has been established by appraisal by the Commonwealth, except in those cases where the amount of the gift
or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue. In those cases
enter such fractional or percentage amount above).
6. Check the mann(:r in which the transfer was effected and submit 0 copy of the document authorizing the transfer, unless
such materi,al.. has bee~ prev;iously fil7d.
WILL t?;
DEED 0;
TRUST INDENTURE 0;
SURVIVORSHIP 0;
OTaER 0;
(If other, explein)
7. Correct Business Name and Address of Charitable Organization receiving property:
NAME
~~~hpr TQr~p' ~nMgr~g~tion
ADDRESS 3rd and Schuylkill Harrisburg, Pennsvlvania (rabbi's office)
o Seo listing On reverse side for odditional choritoble organizotians covered.
8. I certify that the information contained herein is, fa the best of my knowledge and belief, true and correct.
5ignotura 01 Applicant (\o1.,!::fz6'f"-".,
J.(G~ Cooper, Esqu~re GOLDBERG, EVANS & KATZMAN
Address 01 Applicant 319 Market St. P. O. Box 966 Harrisburg, PA. 17108
Officiel Title
Attorney for Executrix
Doto
9/29/81
This form must be completed in triplicate and 011 three copics delivered to the Register of Wills for the County in which the decadent
resldod, or in which lotters were issued for 0 non.resident decedent's estate. If the decedent wos (I non.resident of Pennsylvonia and
lotters were not issued by a Pennsylvania Register of Wills, deliver all three copic5 to the Director, Bureau of County Collections,
Penna. Department of Revenue, 26 S. 4th Street, Harrisburg, Po.
Do not write below this line.. For Official Use Only
For the Secretary of Revenue REFERRED to Bureau Headquarters
Approved 0
For Secretary of Revenue
Donied* 0
(lnitiols of Rogister of Wills)
(Authorized Signoture)
(County)
(Title)
(Dote of Referrol)
(Doto 01 Action)
* See reverse side for reasons
MUST BE FILED IN TRIPLICATE
_ T~i.!i_~cction will be compl otod by' Buroau Hoadguortors only whun tho ap,.plicotion for oxemption has boon doniod.
Doto:
The opplication for excmptiol1 containod on tho faco of this form has boon doniod becauso
Note: Any party in interest, including the Common.Nealth, aggrievod by this action may within sixty (60) days olier
the date of this notice exercise their rights of Protest, Notice, or Appeal in accordance with the provisions of applicable
Pennsylvania Inheritance and Estate Tax Acts.
~
~
'. C- -.-
.. ~::
~:;; I ,':. :.;.~.
E~~, I::'~;
t~'_.
c:~ c..: -ex;
:.Ju..'
a:' = ~$
0-
(..)~ n::S
~c; ~ :::Jw
$0 <,)
COMMONWEALTH OF PENNSYLVAtllA
OEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR CHARITABLE EXEMPTION
FROM PEflNSYLVANIA TRANSFER INHERITANCE TAX
lA" of May 28, 1956, P.L. 1757, and A" 0' Juno IS, 1961,
P.L. 373, 01 oO'lendfld)
!
i
J
Application is hereby Ii/ed for the oPp,ova/
of an oxemption Irom Pennsylvania Transfer
Inhoritance Tax on the trnnsfer of the property
describod below:
I. BU'eou File "_.1.1:.-81':-62_________________
2. Dote of Death ___~_~,~~~80__.,______________.,.__
3. Dato of Approvo/ c::P~ l.f4J-f(,Y /
4. Nome of Docodent 0 SHANDLER, GOLDYE B.
5, The Commonweelth's appraised value of the property for which en eXemption is c/oimod is S 100,00
(Note: Whore the prOperty is other than 0 Specified omount of cosh, the eXemption cennot be approved until the value of
the property hos bean established by appraiso/ by the Cammonwoolth, eXCept in thoso COSes where the amount of the gift
or bequest represents a stoted Iroctional or percentage portion 01 the ontire estate or the entire residue. In those cases
enter such fractional or percentage amount above),
-=.
6. Check tho manner in which the tronsfer was ellected and submit a copy 01 tho document outhorizing the transfer, un'oss
suc~ ~ater,iQlhas ~cen previously ~i',ed.
WILL Xl;
DEED 0;
TRUST INDENTURE 0;
SURVIVORSHIP 0;
OTHER 0;
(If other, oXplain)
7. Corroct Business Name ond Addross 01 Choritoblo Organization rocoiving property:
-
NAME
ADDREss_3rd and Sch~Y1ki11 Harrisburg, PA.
D Soe listing On reverse side for odditional charitable orgonizations covered.
8. I cortify thot tho inlormation contained herein is, to the best 01 my knowledge and boliel, true and correct.
KESHER ISRAEL CONGREGATION
Signature of Applicant
GOLDBERG, EVANS & KATZMAN
Esq.
Addross 01 Applicant
319 Market St.
P. O. Box 966 HarriSburg,'PA. 17108
Olliciol Title
Attornev for Executrix
10/8/81
Thl. form must .0 complelad In ',Iplkote ond alllh.eo cop Ie. dollvorod to 'ho Rogl.lo, of Wills fo. 'ho COunty In which Ihe docedon'
resldod, o. In which le"e.. We'e Issued fo. 0 non..eslden' decedent's oSlo,o. If 'he decedent wos 0 non..eslden' of Pennsylvonlo ond
10"0/5 wore not Issued by 0 Pennsylvonlo Regis'e. of Wills, dollvor oll'hreo cople. to 'he Olroc,o., Bu.oou of COunly Collec"ons,
Penna. Deportmont of Revenuo, 26 S. 4th Street, Harrisburg, Po.
Dato
00 not write below this lino . For Ollicial Uso Onl
Far tho Socretory 01 Revenue REFERRED to Bureau Headquarters
Approved 0
For Secretary of Revenue
Donied' 0
(Initiols 01 Register 01 Vlil/s)
(Authorized Signoture)
(County)
(Title)
(Dato 01 Rolorro!)
(Date of Action)
.. See revorse side for reasons
MUST BE FILEO IN TRIPLICA TE
__.This section will bo comploto!kY. Buroau Hoadguarters only when tho ap'p':lication for exemption has beon donied.
Date:
The application for exemption contained on the face of this form has been denied because
Nate: Any party in interest, including the Common'Health, aggrioved by this action may within sixty (60) days oftor
the date of this notice exercise their rights of Protest, Notice, or Appeal ;n accordance with the provisions of applicable
Pennsylvania Inheritance and Estate Tox Acts.
~
E: .-;~j
" ,
CV) ~!~fJ
::'~J . ~ ...~.
\.,_1: c:: ~:~: _J
Q~ 6ct::
"'," .'1.1
o~ c:: .,,:..w
....'"':"'"
Uw "'-
~er: ~ b.JG
5X' ..J
U
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
'*
DATE
,
,
! " , ) " //../
COUNTY FILE NO:
/.
,
,.' \
c~
1
( "--.f
~I
,II'. "
,'/ {. '-"
FILE NO,
'.( /1. r:!...>
I
/_' '<;:''1 - / j~
/.
U .
".
,
,
f I ....:-
,.f, .' .,1
(",.""I I \..).
. ,,/ . J~' ..
I,.
( ,/
ESTATE
TO:
i i
'r'..
,.{
COUNTY
(. I'" .,., j(
/./ /,:.t.1 ,,~,~,,-r.,-.(., -.-
..1,.,c'>r.- /.) .:/....{--,
,
(, 'l '.,'
(/
DATE OF DEATH
Ii ",,""'1'
/ /.~/. 'Ii I .' 1/ / 7./(,1
/
Appraised Value of Estate:
Real Estate
Less: Approved Charitable Exemptions
$ , ------
> " j , I
+ :, .'
,
//, I II ) /
+ /F ,,', , '1
j / ,','
$ .', 'j ! , ,
" j 'oj
'.J ;' I.,',
j
$ ') , /1 I if
J I
J ..
.. , i
, I) , [,
$ , , ) 1/,). '/ '/ /
Personal PropertY
Jointly Held PropertylTransfers
Total Gross Estate
Total Approved Oeductions
Clear Value of Estate
Clear Value of Estate subject to Tax
Amount Taxable @ 6% Rate
$
tax due
$
Amount TaxBble @ 15% Rate
. :~ / ):,-;) ,/. ./ I
tax due
/'/ ;: '/, /0
,
/-:
/ :,
. ."j-,
~
$ 7?;'II I.')
/ /, ,~~ I
I -'-.-.'----''..~--_.
/ /j(' -"I (r
/
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
* * 11' * .. * A five percent di'scount totaling
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
'I. ~;,,-
" /
/ '..i ~~
/ - ..:j <(f I
$
/:>~)
+ $
$
= $
/.- ;/
-/1
,
~// ;i (,_ ..'( I
I
+
=
,- /'/1
, .... . ~
y/
+
=
-
Interest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
$
,. . i~., .~
/), '~'<...
. 'I.~...L-L."
Assessedby:' " ::. :., I { ,-
. . Agenttor1hllCOmmo~w"lth
See lnlormstlon on Reverse SIde "~/
"f.._If,(....,.~__,.J.::.'..-.
.1"/ _, j
.','I//j,-~...
"
HEV,411 E~. (HO)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
ITE
NO.
DATE
NAME OF PAYEE
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
*'
File No,,~ \ - X \ -lc.J..J
Estate of GOLDYE B. SHANDJ.ER Date of Death 11 / I, / 80
WHEN CLAIMING THE FAMI LV EXEMPTION, COMPLETE THE FOLLOWING:
Claimant Mildred Saxon
Relationship to Decedent Slster - Executrix
Claimant's Address
11 Circle Drive, Camp Hill. PA, 17011
REMARKS
AMOUNT
e ister of Hills
umber land Law Journal
est Shore Times
xecutrix Fee -M. Saxon
oldberg, Evans & Katzman
ears Roebuck
merald Drug Store
nternal Revenue
esher Israel Congo
raves tone - Cemetery
Probate
Publication
Publication
Attorney fees
charge
charge
tax payment
funeral
t ~ '........
29.
18.00
16.75
1,100.00
1,100,00
37.85
61,.77
29.00
1,387,00
1,250.00
Yahrzeit
e-&-
(''in nn
Rabbi - Cantor
R. J. Fried Realtors
Penn DOT
Ex enses of funeral
Kesher Israel Sisterhood
Death Certificates & Thank
Storage of deceased's clot
Starn s for thank au notes
Notary fee
a raisal
title transfer
travel, food etc.
Donation-serving food at fune al
you cards
ing
100.00
50.00
24.00
90.00
25.00
14.50
25.00
12.00
2.00
TOTAL THIS PAGE 5. 824. 87
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral" 1
expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes. 5377',3
~C~ ~~I
I NATU E OF ATTORNEY/FIDUCIARV ATE
OFFIC AL USE ONL V
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ -:;,-:Jy 1L-/. irJ
I
AT
/~
PERCENT,
-;~
jtJ-/fj-!I
DATE
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxabie estate.
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial e~.penses including the cost of a burial lot, tombstone or grave marker,
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed, Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule.
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim 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
allowabie only against assets which pass by a will or by the Pennsylvania Intestate Laws.
t"" '" 0 n ;J> tT1 ~ ~
z ;J> 0 0 0 Vl Z
C'\ n c:: 0 :;! ::: z t""
tT1 tT1 ;>:: Z ;>:l 9 - 9 t""
Z Z tT1 .., t"1 .., z
9 9 .., -< Vl tT1 -
Vl
Z 0 Vl 0 ..,
tl: 0 "T1 "T1 ;>:l
~ ~
(',: '. I 0
5.: - "fl
;"1,_' 0 "fl
!.~ '-:-1.: -
,"' 11 z n
1,..' '-
6r, ;~(~ -
;J>
1....11.. :J t""
Qt-
~l;.~ o;r. J ' 0) c::
o~ :EJ: Vl
Uw tT1
~a; '::>
~ ,wu 0
fO ,-l
U Z
-< -< ~
tTl tTl ~
;J> ;J>
;>:l ;>:l
INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed. indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column.
2. Assign consecutive numbers to each item listed.
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee.
5. Provide a brief explanation in the remarks column for each debt claimed.
6, Enter the amount of each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
REV.4'0 EX+ 13.801
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
*'
(Instructions on Reverse Sido)
ESTATE OF
GOLDYE B. SHANDLER
ITEM ESTIMATED DEPARTMENT
NO. DESCRIPTION MARKET VALUATION
VALUE (OFFICIAL USE
ONLYl
See Schedule "E"
.
TOTAL THIS PAGE
. .
REV.451 EX+ (3.S0)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESI DENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
'*
(Instructions on Reverse Side)
GOLDYE B. SHANDLER
ESTIMATED DEPARTMENT
ITEM DESCRIPTION UNIT MARKET VALUATION
NO. VALUE VALUE (OFFICIAL USE ONL Y)
1974 Oldsmobile Sedan 800.00
Personal Property 1,000.00
Commonwealth National Bank
Acct. 112-812526-5 2,428.86
Retirement Fund - PA. State Employees 17,602.33
Bequest from Estate of Charles Baer 5,000.00
TOTAL THIS PAGE ."z'r;. ;?il.;q 02t;/ t/~/.11.A
or
QUESTIONS CONCERNING PROPERTY TRMSFEI1S
1. Did decedent, within two years of death, malw any transfer of any material prill of hi5 estate without receiving
valuable and adequate consideration? (Answer "Yes" or "No".) __}IQ
2. Did decedent, within two years of death, transfer property frornhim5el f.' hersel! to hirnsel !/hersel f anti another party
or parties (including a spouse) in joint ownership? (Allswer "Yes" 0, "No".) _No_
3. If the answer to one or two above is "Yes" and IIle transfers arc claimed to be nontrlxable, provide the following
information:
a. Age of decedent at time of transfer.
b. Copy of death certi ficate.
c. Affidavit by the attending physician intlicating the state of decedent's health atlirne 01 transfCl,
d. All other information supporling nontaxabilily of transfer,
4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuahle or mlequate consideration
therefor which was 10 take effect in possession or enjoymenl at or after his/her death? ~Answer "Yes" or "No".) No
a. Was there any possibiiity that the property Iransferred might retnrn to transferor or his/her estate or be snbject
to his/her power of disposilion? (Answer "Yes" or "No",)
b. What was the transferee's age at time of declldent's death? --
5. Did decedent in his/her lifetime makc any t!ansfer without receiving a valuable and adequate consideration \Ilerefor
under which transferor expressly or impliedly reserves for his/her life 01 any period whicl! docs in fact end before his/her
death:
a. Tile possession or enjoyment of or the right to income flam the property transferred? (Answer "Yes" or "No".) -
b. The right to designate the persons who shall possess or cnioy the property transferred or income therefrom?
(Answer "Yes" or "No".)
6. if the answer to live b. above is "Yes," state whether the right was reserved in decedent alone or others,
7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No".) No
8. Diddecedenl, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because of
a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No".) No
..9. If the answer to eight above is "Yes," was the power 10 alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone orthe decedent and others? (Answer "Yes" or "No".)
REV.453 EX+ '(3.eol
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
*
IInstructlom on Roverse Side)
Estate of
GOLDYE B. SHANDLER
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF
DECEDENT BIRTH
Mildred Saxon Sister Yes of a e
Dorothy Schmall Sister Yes of
Joyce Gordon Niece Yes of a e
Ronald Saxon nephew Yes of a e
Marilyn Pipkin niece Yes of a e
Kesher Israel Congregation
INTEREST OF BENEFICIARY
residue
II
" II
11 II
specific bequest
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
REV-4~4 EX+ (3-aOl
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
(Instructions on Reverse Side)
Estate of
GOLDYE B. SHANDLER
ITEM
NO.
OESCRI PTION
Real Estate
11 Circle Dr. Camp Hill, PA. 17011
Commonwealth National Bank
Acct. 112-106162-4
w/ Mildred Saxon
First Federal Savings & Loan
Acct. 1-1-415004
w/Mi1dred Saxon or Dorothy Schmall
Acct. 1-27-807545
w/Mildred Saxon
*
TOTAL PE VALUE OF DEPARTMENT
MARKET , DECEDENT'S VALUATION
VALUE N INTEREST IOfficlal Use Only)
T
42,000. 1/2 21,000.0
769.39
384.6
3,072.66 1/3
1,024,2
16,639.35 1/2
8,212.4
TOTAL THIS PAGE
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship, Both tangible and intangible property are to be
included, List real estate first.
1. Describe all real property as indicated in the instructions for Schedule "A", Describe all personal property
as indicated in the instructions for Schedule "B". Include the name, address and relationship to the
decedent of the co-owner (s) and the date the joint ownership was established.
2. Indicate the total market value of the jointly owned property.
3. Indicate the percentage of the decedent's interest.
4. Indicate the market value of the decedent's interest.
t: '" 0 n :>- 1"1 ;J> ::;;
Z :>- 0 0 0 Vl Z 0 -
Cl n c: 0 -J "" Z t"'
tT1 :>- 9 - 9 t"'
1"1 :r, Z ;.:l -
Z Z 1"1 -J 1"1 -J Z I
9 9 -J ...-:: Vl 1"1 -
Vl
Z 0 ", 0 '""
9 'Tl I ." :>:l ~
I ~ 0
I 'Tl
- 'Tl
0 -
of: z Q
r..! ;t>
Ii: fi~~ t"'
,. c:
~: . '~ VI
I:'~ ,;,' ;, ,...:.,~ trl
1....:"-,; ~: -l I 0
OJ 'j '~-Ct:. Z
o::U.' CI: _ --.JLIJ
oC; ~DJ :<
'-'ILl -~ ...~
c.''':''' -< -<:
~a: ~ lJ=> ~
--IU tT1 1"1
U :>- ~
;.:l
GR.fFr1edQ'lc.
~altor'~ 4400 LINGLESTOWN
717--652.5100
[B-
ROAD, HARRISBURG, PENNSYLVANIA 17112
February 19, 1981
Mr. J. Jay Cooper, Esq.
319 Market St.
P.O. Box 966
Harrisburg, PA 17108
Dear Mr. Cooper,
I have appraised, at your request, the property located
at 11 Circle Drive, Camp Hill, owned by the estate of Goldye
B. Shandler.
By means of an exterior inspection and comparable sales
data, I find the fair market value of this property to be
$42,000.
Sincerely yours,
J0,-vu t.i~.-;I/,-~ tL>
Lynne B. Fried
Associate Broker
R.J. FRIED, INC.
^
)1 ,l
. ,
~
"..,'
1.
1,
Commonwealth J~
NaoonalBank ~
December 31, 1980
r.oldberg, Evans & Katzman
319 llarket Street
P.O. Box 966
Harrisburg, PA 17108
Re: Estate of Goldye B. Shandler
Dear Mr. Cooper:
In reply to your letter dated December 18, 1980 on the above estate,
the fOllowing information listed below is as of 0.0.0. November 4, 1980:
Checking Account - #112-812526-5
$2,428.86 Opened - 7/19/71
Goldye B. Shandler only.
Checking Account - #112-106162-4
$769.39 Opened - 3/16/71
Account joint with Mildred Saxon.
If you have any questions, please feel free to contact us.
Very truly yours,
/'- /7 - / #- 4
.~' ~-=--4~-<"f ~__,~ ?~""''-' ~
J. Michael Troutman ~
Credit Analyst
JlIT/cg
The Commonwcallh National Bank. 10 South Market Square. Harrisburg, Po. 17108 (717) 564.9500
.. .. ',' ...'~: ~. '. ....':. -;T',', ::';';'1,,;"':" "'1 ," .' '.' .'1 .'.' ,,' \,' I, , . ~". ",,,.... ' .'. "-.,, 'j .. _'." '..",,~, "t:....', ,', ' ""O:,l~'" .'1 '. ',llf; '" 'r.~.,' .,,"". ~.,', ':' .
'~:~~~z~~~:tJ.::~':J~~P;:.~::'
.:::~~~~1.:';f~"'0~~(;~:~
11l I
I' ~ 0
1'", <: "
"'- t\~ .
I", ~ < .
'" " ~ 0
0 "
'" U " 0
" ~ ~
~ 0 :
~ " t
01 rJ.
~
-
"i.
1
z
o
z
...
'"
~r1~1
X'
cO
00..
Oc
-0
o c
go
.- .D
-(1.1
~..J
'"
QI
1i.
&
QI
.c
...
00
fY)
o
z
I'<
~o
E4~
~ ~ ~
~o ~
~
~
r<.
o
f;Il
~
'"
rJJ
,.;
,', . ',~ 'n. ",'...,'.,
./- .', "J"
~
rn
or
-
Lt1
~r~;':;~:~;r~~~i;;~~~~~~f~t:;::C~0~~.~.:~,Z;::~:;-7~~':,~';.,;.
, ...-..'....-,$,.'-~..:.~..,
.','. ...
o
IT
..
t'-
t'-
t'-
ru
o
rn
-
rn
o
..
e;.r~:~~'r~?~~~~k~i'l,~@~iWt~l~t,:f.~~t-~('-:.. .
\iI' ....~.ho"i;r:.IfI.4R;w.'.,;:x~-!l;;;...I._r.l::.J._....;o-.~li;-,; .,..'~,,~...
. :,~_f):.J:~: ~i.~~:{;j:~.
.. .
,-
LAST lULL MlD TESTAHENT
OF
GOLDYE B, SHANDLER
I, GOLDYE B. Sr~NDLER, of 11 Circle Drive, Camp Hill,
County of Cumberland, Counnonwealth of Pennsylvania, being of
sound and disposing mind, do hereby make and declare this to
be my Last "ill and Testament, and I do hereby revoke and
make null and void all prior ylills and Codicils made by me
at any time heretofore.
ITEM I.
I direct that all my legally valid
debts, funeral and administration expenses, and inheritance
and estate taxes incurred on account of my death shall be
paid by my personal representative out of my residuary
estate as soon after my death as practicable,
ITEM II. I give, devise and bequeath portions of
my Estate to be divided as hereinafter directed:
(a) In the event my sister, Mildred Saxon, pre-
deceases me and I own outright the real estate at 11
Circle Drive, Camp Hill, Pennsylvania, at the time of
my death, I bequeath from the sale thereof, Five
Hundred ($500,00) Dollars to each of the follOl'ling: my
great-niece, JULIE SAXON, great-nepl1eIV, JONATHAN
PIPKIN, and great-nephew, GILAD SAXON, living at the
time of my death. The remainder of the proceeds shall
be divided equally between my nephe\ol, RONALD SAXON and
my niece, }1ARILYN PIPKIN.
(b) 1 give and bequeath a sum sufficient to
Kesher Israel congregation for the erection of three
(3) yahrzeit plaques to be installed in Kesher Israel
congregation, in the name of my father, JOSEPH H.
SHANDLER, my mother, LENA L. SHANDLER, and myself,
GOLDYE B. SHANDLER. I also give and bequeath a cash
contribution of One Hundred ($100.00) Dollars to
Kesher Israel Congregation.
(c) 1 make the following bequests in cash to the
persons hereinafter named:
1. Seven Thousand ($7,000.00) Dollars to Mildred
Saxon.
2. One Thousand ($1,000.00) Dollars to Dorothy
Schmall.
3. One Thousand ($1,000.00) Dollars to Joyce Gordon.
4. Three Thousand Five Hundred ($3,500.00) Dollars to
Ronald Saxon.
5. Three Thousand Five Hundred ($3,500.00) Dollars to
Marilyn pipkin.
(d) Any money remaining in any checking or
savings accounts in my name at the time of my death
shall pass to my sister, MILDRED SAXON.
ITEM Ill. 1 request that 1 be buried in the plot
next to my mother's and that a headstone identical to my
mother's be eree.ted, The cost of this headstone shall be
paid from my Estate.
ITEM IV. 1 give, devise and bequeath all the
r'esidue of my Estate not heretofore given, devised or
bequeathed of every nature and wherever situate including
all my household furnishings, bric-a-brac and personalty to
my sister, MILDRED SAXON, In the event }lildred Saxon fails
to survive me, all the residue including household furnishings
- 2 -
bric-a-brac and personal possessions shall be divided equally
between my niece, HARILYN PIPKIN and my nephevl, RONALD
SAXON, provided, however, that my niece, MARILYN PIPKIN,
shall have first choice of all items which are to be divided
between them. Any items not selected by my niece, ~~RILYN
PIPKIN, and my nephew, RONALD SAXON, shall be sold and the
proceeds therefrom divided equally between MARILYN PIPKIN
and RONALD SAXON.
ITEM V. I appoint my sister, 11ILDRED SAXON, and
my nephew, RONALD SAXON, as Co-Executors of this my Last
Will and Testament.
ITEM VI. I direct that my Co-Executors shall not
be required to give bond or post any other security for the
faithful performance of their duties in any jurisdiction.
ITEM VII. My Co-Executors shall have the following
powers in addition to those invested in them by law and by
other provisions of my lVill applicable to all property,
whether principal or income, exercisable without Court
approval, and effective until actual distribution of all
property:
(a) To retain any or all of the assets of my
estate, real or personal, in their sole discretion.
(b) To sell at public or private sale, to ex-
change or lease, for any period of time, any real or
personal property, and to give options for sales,
exchanges or leases, for such prices and upon such
terms as they deem proper.
(c) To make distribution in cash or in kind, or
partly in cash and partly in kind, and in such manner
as they may determine, and at valuations finally to be
fixed by them.
- 3 -
R EV"451 EX+ 11-001
COMMONWEAL TII OF PtNNSYLVMII,\
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
INHERITANCE TAX
APPRAISEMENT
,
f~.
t~ "c' t
I~!I~,
00RIGINAL
tJ SUPPLEMENTAL
-
Estate of --.GOldy.EL8...Shandler_______._____.,._____ File No. ___~_. 2.1,,81.,,00.62..
ASSET SUMMARY
.------------.---
County -_G!Jm.I2.~_r:!<:l.!1.(L_____~_______._.________ Date of Death _._.~ovember 4. 1980
--.
In the event thai any future interost in this ~slolQ is transferred in possession or enjoyment to collatoral heirs of the decedent after the
expiration of any astot~ for life or for years, thu Commonwealth heroby Q)(preS51y reserVQS the doht to appraise and assess transfer
Inheritance taxes at the lawful collllterol roto on any such future lnletast.
PROPERTY NOT INCLUDED IN RETUR'N BUT APPRAISED BY THE COMMONWEALTH
DEPARTMENT'S
APPRAISED VALUE
1. Total Real Proporty - SCH. "A". . . . .. $ _-1l2ne
2. Total Personal Proporty _ SCH. "B". .. . $ 26,831.1Q
3. Total Jointly Owned Properly _ SCH. "E" $ ----3!l.,..62.1.3Q
4. Total ironsfers - SCH. "COO, . ,.. . . .. $ None
Unreported S
Unreportod $
Unreported $
Unreported S
$
S 26.831.19
$ _..3Q,621.3Q
$ None
$
57,452.58
None
o LIFE ESTATE
DANNUITY
TOTAL GROSS ASSETS
DREMAINDER
---.---. ------.--- -----.
TOTAL VALUE
$
I do hereby certify that the above oppraisement is made in confo~y with Pennsylvonia law and has been filed this
day with the Register of Wills. ~" /~~ A
<::..-:--.. ....-------:.~ !!__ September 18. 1981
APF SER DATE
~ ~ I>::
:><
>-l <:
z ~ ~
0
~ I '0
'"
~ .....
>-l to
Ql 0
:s .0
il ~
u z I
... 0 t.l
~ ...
~ f-o
0 -.: 0
~ I>:: ~
~
f-o 0 '" 0 z 0
'" '" >- f-o 0
... ~ z
Z f-o ~ f-o ~ Z
>-l 0 ... 0 ~ ~ i3 :.: ~ ~
>-l Z ::;; Z 0 U " Z
~ ~ Vl ~ 8 0 ~ -
~ 0 >-l