HomeMy WebLinkAbout81-00067
No. 21.81 j,';'
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of
Wilbert F. Sunday
, deceased.
To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania.
Petitloner(spls (are) the eXeCUDX.B--_ named In the Last Will and Testament of= "n~ r.n~ioil
thereto of Wilbert F. Sunday
26, 1979
dated February 9,1957 and January
Decedent was a citizen of the United States and a resident of -RurJ;J1 Midd1ptnn
Township (Be~, Cumberland County, Comrnonweallh of Pennsylvania.
Decedent died on Wednesday
the 21st
day of .Jamlary
A.D. 19M.-, In the
County of Cumberland , State of Pen!'.a. at the age of ~ years.
Decedent Ras (has notl been married and i'la5 (has not) had chlidren born to him (A81'j since the ex.
ecution of the above described Will.
Decedent was possessed of personal property to the value of Iln~ptprminp~
and of real estate to the value of tfmI;('l".w.i...ed 1/J/J7"?L-'m",)'~/'
.Jult1nJle'i'
as near as can be ascertained; said real estate situated as follows Mi<td~ Township,
.::!JiM''';,.)
6umbn~ County, Pennsylvania.
Therefore, your petltloner(s) respectfully appiy(les) for the probate of the said Last Will and Testa.
ment and for Letters Testamentary theron,
Dated January 28, 1981
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND l
Margaret A. Sunday, Walter D. Sunday
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I arg, ret A. Sunday
Name and address 36 Cavalry Road. Car isle. Pa. 17013
of Petitioner(s) ), ../_ // I /
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Walter D. Sunday r
1048 Harrisburg Pike, Carlisle, Pa. 17013
-~.I'hc~ .;P O:{,. C\.,vvJ
Diane to Beam
ss 256 West Willow St., Carlisle, Pa. 17013
and Diane i. Beam
named in above application, being duly sworn
statements set forth in this petition are true to the best of
according to law say(iJ) that the
their knowledge and belief.
Swon~_~~_ and subscribed before
me, __ _:!~t.l..tlarL 28 , 19 81
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Filed: January ~S, 1981
Attorney William 1. Sunday
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LAST ViIl.L lIND TESTAMi,N'l'
I, WILBERT F. SUNDAI, of the Township of North Middleton,
County of Cumberland and State of Pennsylvania, being of sound
mind, memory and understanding, do make, publish and declare
this to be my last Will and Testament, hereby revoking and making
void all former wills, codicils and other testamentary dispositions
by me at any time heretofore made.
1.
I direct my Executors, hereinafter named, to pay as soon as
practicable after my decease all my just debts and the expenses
of my last illness and burial.
2.
I give and devise my undivided one-eighth interest in and
to that certain piece or parcel of land situate on Twenty-ninth
Street in the Township of Swatara, County of Dauphin and state
of Pennsylvania, to my beloved wife, Margaret A. Sunday, for and
during the term of her natural life. Upon her death, I give and
devise the said property to my children, Walter D. Sunday and
L.
Diane~. Beam, equally, share and share alike. Should,however,
either of my said children predecease my said wife, then and in
that event, I give and devise the share of such deceased child,
had he or she survived me, unto his or her issue per stirpes.
Should all of the tenants in common in and to said piJce or parcel
of real estate elect to sell and convey the said property during
the natUral life of my said wife, then and in that event, I direct,
authori7.e and empower my Executors, hereinafter named, to sell and
dispose of said real estate, at either public or private sale at
their discretion, for such price or prices and upon such terms and
conditions as to them may seem best, and to sign, seal, execute,
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acknowledge and deliver all such deed or deecls of conveyunce
as may be requisite and necessary for the proper conveying of
the same to the purchaser or purchasers thereof in fee simple.
Should the said real estate be thus sold and conveyed, then and
in that event, I give and bequeath the proceeds thereof unto
my hereinafter named Trustee in trust for the uses and purposes
hereinafter set forth.
3.
I give, devise and bequeath to my said wife, Margaret A.
sunday, her heirs and assigns, absolutely and forever, one-half
of my adjusted gross estate as defined in the 1954 United States
Revenue Code, less the value of property and interests that have
passed from me to my said wife otherwise than under this para-
graph of my will, but only to the extent that. said value is in-
cluded in my gross estate for federal estate tax purposes and is allow-
able as a martial deduction under said code.
J+.
I give and bequeath unto eGch of my said children, Walter
L.
D. Sunday and Diane ~. Beam, the sum of Five Thousand ($5,000.00)
Dollars.
5.
I direct that my ~xecutors payout of my residuary estate all
death, succession, transfer, estate and inheritance taxes, levied
or assessed upon or with respect to any property which is included
in my estate for purposes of computing any of such taxes; I further
direct that my executors shall have no right of reimbursement for
such taxeS from ,my person who is a beneficiary, transferee, legatee,
or devisee of any of the property upon or with respect to which any
such tax is assessed or levied.
...2-
6.
All the rest, residue and remainder of my estate - real,
personal and mixed - I give, devise and bequeath unto my herein-
after named trustees, in trust, nevertheless, for the following
uses and purposes:
(a) To hold the same in trust for my wife, Margaret A.
Sunday, duril~ the term of her natural life; and
(b). To pay the net income from said trust fund quarterly,
in as nearly equal installments as practicable, and so much of
the prmncipal as the Trustees in their discretion may deem ad-
visable for her proper care and support, unto my said wife for
and during the term of her naturfll life; and
(c) To pay the prinCipal of said trust, after the death of
I..
my said wife, unto my children, Walter D. Sundo.y and Diane fJ.
Beam, in equal shares. Should either of my said children pre-
decease me, then and in that event, I direct the share of said
deceased child shall be paid to his or her issue per stirpes.
7.
In acting as Trustees, the trustees shall have full power
and authority, in addition to the pav/ers conferred by law, in
. their discretion, to:
(a) To hold in the form of cash, awaiting distribution
or desirable investments, such portion of the
Trust Estate as at any time and from time to
time the Trustees in their discretion shall
deem advisable, without liability to account
for interest thereon;
(b) To retain any or all securities and other
property, real or personal, which. at any time
may be or become a part of the Trust Estate, as
well as any property into which the same or any
part thereof may be converted by reason of any
reorganization, recapitalization, merger, liquid-
ation, consolidation, exchange or other transaction,
for such time as the Trustees shall deem advisable;
~
(c) To grant, sell, bargain, convert, assign, convey,
exchange, transfer or otherwise dispose of, or
grant options with respect to, any or all se-
curities or other property, real or personal,
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at any time constituting n pHrt of the 'i'rust Estate,
at public or private sale, for such consideration as
the Trustees shall deem advisable, I1nd without liability
on the part of the purchaser to see to the applic:1tion
of the purch8se money or to inquire into the validit.y
or propriety of such sale; and to make, execute, ack-
nowledge and deliver good and sufficient deed or deeds
for any real estate, conveying title in fee simple free
and clear of all trusts;
(d) To invest and reinvest the Trust Estate or any part
thereof in any kind of property, real or personal,
including without limitations, mortgages or mortgage
participations, common trust funds, common stocks,
preferred stocks, bonds, notes and other securiti.es,
regardless of whether the same are legal investments
for trust funds now or hereaft~r defined by law, whether
by statutory enactment, judicial decision or otherwise;
(e) To manage and operate all real estate at any time here-
under; to lease all or any part of the same for such
terms and rentals and upon such conditions as the
Trustees shall deem advisable, notwithstanding the terms
of such lease may extend beyond the life of the trust
hereunder; to make improvements to or upon the same;
to construct, demolish, alter, repair, maintain and
rebuild buildings and other improvements; and to use
other assets of the estate for such purposes;
(d) To make distribution of this trust in kind or in money,
or partly in kind and partly in money.
3.
In the event my said wife and I die in a common disaster, or
under such circumstances that it cannot be readily determined which
of us died first, it is my will that she shall have survived me,
whether or not I actually predecease her.
9.
I hereby direct my Executors, hereinafter named, to deliver
the assets of my estate hereinbefore provided for either in cash
or in kind as the Executors, in tlleir sole discretion, shall deem
advisable for my estate.
10.
I her.eby nominate, constitute and appoint, Margaret A. Sunday,
L.
Walter D. Sunday and Diane f. Beam, and the survivors of them, Executors
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CODICIL
CUMBERLAND COUNTY, 88:
This ................?~,tl.~................... day of ..,.......~.!!!:l.:;!)..~y.,!............ ...,...................... A. D.,~...,J.?8l
before me .........~~,7X..~.:...~.~:-:.~~...................................,............, Register for the Probate of Wills
and granting ll'tters of Administration In and for said County of Cumberland, In the Common-
wealth of Pennsylvania, p~rsonallY came X1~,1J.t,!!~..~.:....~,:;!.l.~!)'.Y....a.n,c;1...A.~e...~.:...r,~);.J;''y'.,., ....,....
....,..,....................the subscribing witnesses to the foregoing Instrument of writing purporting to be a
.................,..codlcil to the last Wlll and Testament of ..,...Yl.il.b.IOx:t .,f.,...,S.unday....,.,.......,..............
Dated ..J.!!))..,.7..6.~l9..7ll1te of...r:IR.r.);b.,M;i,d,dl.e,tQXl.,:rQw.nship.~,.... Cumberland County, Penna.,
deceased who being duly ...~.~!?l=:!L.... according to law, depose and say, that .,..............,... pr::C2~t,
saw and heard the testa..t9.r...,...., ..,I.'J~,~~.~,~.~..X:....~.~~.~!!y.!..,.......,sign. seal, publish, pronounce
and declare the said instrument of writing as and for a ............ codicil to h..:!..!L...Testament and
Last WllI, and at the time of so doing ,...he......,was of sound and disposing mind, memory and un-
derstanding, to the best of ...E.~~.~1: knowledge, observation and belief.
.....l?:w2J.\1...t.2,...,............... and subscribed before
fda / L
........~c~~.!1:.;....,;;.~.:'~:7.....................
...r6.:,lJ.,....!.,/,../?-:0j7...,........,.....................
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.................................................................................
9?7
Wilbert F. Sunday
is now deceased=rn=a'I:rgeffi=.
Sworn to
and subscribed before me,
this
28th
day of
19~
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. (I r" Register
January,
per
Deputy Register
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH or PENNSYLVANIA ss:
COUNTY or CUMBERLAND
Before me, the Register for the Probate of Wills and gran ling of Lellers of Administration in and for the County of
,.' ,
Cumberland, personally came
Margaret A. Sunday, Walter D. Sunday and Diane l>.. Beam
who, being duly swo rn
, do
depose and say that as Execu tors
of the last Will and Testament of
!
Wilbert F. Sunday,
deceased
they 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 relaling to Transfer Inheritances. Sworn and subscribed before me.
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Be it remembered Ihat on the
DECREE
January
day of BB~"",
;A,D.;tY~, there was probated and
29th
recorded the last Will and Testament of
Wilbert F. Sunday
late of
North Middleton Township ,Cumberland County, Pennsylvania,
Deceased. Lellers Testamentary were granted to
Witness my hand and official seal the day and year aforesaid,
Margaret A. Sunday, Walter D. Sunday
and Diane L. Beam
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, . R~lster.
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IN THE ESTATE OF HILlIERT F. SU~lDAY,
LATE OF THE TOi~qSHIP OF NORTH MID-
DLETON, COUNTY OF CUMBERLAND AND
STATE OF PENNSYLVANIA, DECEASED.
PROPOSED SCHlIDULE OF DISTRIBUTIOH
The balance for distri.bution i.n the hands of Margaret ,\.
Sunday, Walter D, Sunday and Diane L. Beam, Executors under
the Last Will and Testament of Hilbert F. Sunday, deceased,
as ap~ears by The First and Final Account is: $176,173.44
DISTRIBUTION AND AWARD
TO: :la:rgaret A. Sunday, fm: and during he:::- natural life,
wi th :::-emainder to Wal ter D. Sunday and Diane L. Bear"
equally, or to the issue per stirpes of either or both
of them should either or both predecease the life
tenant, the fol.lOlling: -
The undivided one-eighth (1/8) interest in and to
all that certain garage, office and lot of groun~ situ-
ate on 29th Street, Swatara TOIVl1ship, Dauphin County, Pa.,
,.;hi.c!1 Ki:r. Company by Deed dated August 30, 19lf9 and re-
corded in the Recorder's Office in and for Dauphin Ccunty
in Deed Book "W", Vo::'. 32, Page 109, granted and conveyed
unto EC:gar L. Sunday, Samuel T. Sunday, PaulO. Sunday,
Charles W. Sunday and Wilbert F. Sunday $ 46,250.00
T~
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Margaret A. Sunday, Walter D. Sunday and Diane L. Beam,
Trustees under Paragraph 6 of the Last Will of Wilbert F.
Sunda)' the following:
l.O s:u,. Allis Chalmers Mfg. Co. (Common) $ 1365.00
90 shs. Aluminum :::;0. of America (CoEmou) 2843.44
100 shs. American Standard, In. (Common) 3200.00
260 shs. American Brands, Inc. (Common) 10083.13
240 shs. Armstrong World Industries,Inc.(Com.) 3555.00
720 shs. Atlantic Richfield Co. (Common) 43875.00
416 shs. Chrysler Corp. (Common) 2314.00
156 shs. Esmark (Common) 4818.75
Carried Forward
$72054.32
1j.6, 25~)' 00
ljo.;~. 'l1~. "'I':" ,....!~;''l:
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No claims have been presented to the Accountants except those
indicated in the Account as filed,
Walter D. Sunday -
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Diane L. Beam
STATE OF PENNSYLVANIA )
) ss:
COUNTY OF CUMBERLAND )
On the ~&,rJ; day of January, 1983, before me, the subscriber,
a Notary Public in and for said State and County, personally ap-
peared HARGARET A. SUNDAY, HALTER D. SUNDAY and DIANE L. BEAN,
Executo.s under the Last Will and Testament of Wilbert F. Sunday,
deceased, I,ho, being duly sworn according to law, depose and say
that the facts set forth herein are true and correct to the best
of their knowledge and belief.
Sworn to and subscribed
before me this ","(,.T.L,
day of January, 1983.
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.:: .,,', "',Il/~~:'" "":L;....'d_<.J:!.;,",1~Ut.:f:~!)(:,:.G COUNTY
': ~ ';,.;.: :-:,~;~'L:I;~(;e0/.1M1Si5!,G:"''il~'';,F~ !I?!' I;) 1984
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... '...."~.:~/"!'tfil...~~.t'~ 'K:fraret A. Sunday, Halter D. Sun~~y a~? u!.ane L. ~eam, indi-
\. 'l,f.'iJif~.t!..Y .:i~ ,,'as Trustees, hereby elect to ~:cstnDu~e the ~a~~ Estate of
"lyiJtb~t,:"~~'r,::Sunday, deceased, as set forth ~n the F::.:;:st ano F~nal Account
and.,lt.a~;;,S2hedule of Distributim:.
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THE FIRST AND FINAL ACCOUNT OF MARGARET
A. SUNDAY, WALTER D. SUNDAY AND DIANE L.
BEAM, EXECUTORS UNDER THE LAST WILL AND
TESTAMENT OF \ollLBERT F. SUNDAY, LATE OF
THE TOWNSHIP OF NORTH MIDDLETON, COUNTY
OF CUMBERLAND AND STATE OF PENNSYLVANIA.
Date of Death: January 21, 1981
Dates Letters Advertised:
Cumberland Law Journal - February 13,20 & 27,1981
The EveltiIlg Sentinel - February 4, 11 & 18, 1981
PERSONALTY
PRINCIPAL ACCOUNT
DEBITS
Accountants charge themselves with the Personal
Property set forth in the Inventory filed in the Office
of Register of Wills in and for Cumberland County in
the amount of $251,080.09
Accountants also charge themselves with the
following:
1981
Feb. 5
20
Apr. 16
Oct. 30
Commonwealth of Penna. - 1979 P. Income
Margaret A. Sunday - Loan to Estate
Margaret A. Sunday - Loan to Estate
Gain on sale of 376 shs. A. T. & T.
Sold at
Appraised at
Tax Refund
18.18
3,000.CO
6,500.00
:/
$22,278.00
19,011.50
3,266.50
30 Gain on sale of 102 shs. Atlantic City Electric Co.
Sold at 1,721.19
Appraised at 1,676.63
44.56
30 Gain on sale of 252 shs. Consolidated Edison Co.of N.Y.
Sold at 8,127.00
Appraised at 6,174.00
1,953.00
30 Gain on sale of 261 shs. Phil a . Electric Co. (Common)
Sold at 3,588.75
Appraised at 3,376.69
1982 212.06
Dec. 1 Esmark - Proceeds from sale of less than a full share
on stock split 13.70
3 Gain on transfer of 200 shs. C.S.X. (Common)
Market value 11,025.00
Appraised at 9,937.50
1,087.50
Carried Forward $267,175.59
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U'tli '.1.';1; I'~Gl ,'::'0 (
1982
Jan. 3
3
190:1.
Feb. 5
"
J
5
5
5
"
J
lL:.
, ,
.i..<+
20
20
24
25
., 7
,uar.
23
A':.~:' . :'..6
June iU
Se~t.18
29
29
29
29
29
2 ,)
.,
29
Brolght Forward
Gain in transfer of 200 shs.
Market value
A~Fraised at
Warner Lamber (Com.)
5675.00
4275.00
Gain on transfer of 200 shs.
Market value
Appraised at
Northwest Industries,L~c.
7600.00
7300. QC
--
TOTAL PERSONALTY, PRINCIPAL ACCOUNT, DEBITS
?ERSONALTY
PRINCIPAL ACCOu~T
CREDITS
l.cC0untants ask credit for the fa i.lo',i'ing :
~e1ier Bros. - Acct. aavable, auto reDa~rs
, . .
\'iest'in::.nster Ce;r.etery - CuttL1g, date en stone
Carli.sle b."ibu::'ance Assoc. - Ambt:lance service
Lenkerbrc.ok Farr~s - Acct. F-ayable 1/7 - 1/ lli/ 81
Un:.ted Tele)hone Co. ., Acct. payable 1/13/81
~. G. I. - Acct. payable 1/27/81
Pa. Power 6: Light - Acct. payable
Bel vecie=e ~!ec.ical Cor? - Acct. payabl.e 12/3/80
Carlisle Borot:gh ~1unicipa1 Auth. - Acct. .,Jayable (Kate;:)
lIoffman-?,ot;1 Fune=al Home - Funeral expense
Uniteci TeleiJhone Co. - Phone 1/13 - 2/i.3/gj.
CoU"uonwealtb of Penna. - Transfer car title
Albert holienbau8h - Acct. ~ayab1e
Creeden Sunday - Acct. payable
:Cnterna1 Reve:lUe Service - Balance 198C In::o:,:e. Tax
Pa. De~t. of ~~evenue - Bt=:J.ance 1930 lnco!i';.e t~~ax
Register of ~)~11s, Agent - Fa. Inheritance Tax on acct.
Total Tax Credit $15,600.00
Less: Discot:nt 780.00
;'iar;.:;aret SundEY .. Fami.ly EXeril?t:"Oi:l ~ 000.00
Reiillbursement (Acvance) 1,700.00
Yargaret Sunday - Re::.mburse.~ent for aclvance:r,ent
Joseph ;VicGra..', Inc. - Ap:;rai_sa~ (Rea). Estate)
~e(~::ge L. Ebe~er & Assoc. - A?praisa: (Real Estate)
Pierson K. :'iiller - Mpra:'..sa1 O,'2alty)
~oy D. Gottshall - Al~p':aisal (Pe;:sona1ty)
~::.lliam L. Sunday - Partial Attj's. Fee & Costs tdvance~
Register of wills - Addit::.ona1 Probate Fee
0.eg~_ster ~f \\iills, Agent - ECiIE-nee Pa. Ii':.i1erit.ance 1'c::~
Carr:.eG FO:',;,;ard
) ~ t""'~
lI~Lr. .l\h ml. ~.)t'5
$2.67,175 .59
1 . t;.OO , 00
300.00
$268,875.59
$
22.39
10.00
Ll.D. 00
5.12
21.90
137.57
34.32
30.00
14.1/+
2,936.00
30.02
27.00
291. 80
1,598.00
702,00
69.52
14,820.00
$
3,700.00
tf, 800. GO
S5G.OO
200.00
20a.CO
35.00
5,094.00
20.0()
956.37
36, 6t,5 .15
1981
Oc t. 13
13
Dec. 31
1982
Oct. 12
1983
Jan. 27
1981
Oct. 30
30
30
30
Brought FOr\;ard
$ 36,645.15
5l~.,21;7. 5L}
37.00
3,000.00
3,000.00
Internal Revenue Service - e. S. Estate Tax
Register of Wills - waivers and filing fees
Margaret Sunday - Reimburse~ent for advancement
William L. Sunday - Part::'al Attorney's Fee
27
Hilliam L, Sunday - Balance Attorney's Fee
Reimbursement for Costs
Advanced as follows:
12/02/81-11 Short Certs. 22.00
12/09/81- Postage 25.23
12/10/81 Postage 19.81
Register of Wills, Cumberland County
4 Short Certificates
Certified Copy of Will
Certif. of Payment of
Pa. Inher. Tax
Filing Inventory
2 , 96 7 . 04
2900.00
67.04
8.00
5.00
4.00
11.00
28.00
1.00
27
Less: Refund on Ck.#26
Register of Wills, Dauphin County
Filing: Certified Copy of Will
Certif. of Payment of
Pa. Inher. Tax
Ga::'l Lauer - Notary fees
25.00
63.00
27.00
20.00
5.00
27
Reserved for filing Account, transfer-
ring securities, filing Decree Awarding
Real Estate, Certified Copy of Decree,
recording Release and Decree, etc. .
Sub-total $
500.00
100,511.83
Accountants also ask credit for the following:
Loss on sale of 1150 shs. American Gas & Electric Co.
(now American Electric Power Co.)
Appraised at 20,268.75
Sold at 19,406.21
Loss on sale of 66 shs. Cincinnati Gas and Electric Co.
Appraised at 1,006.50
Sold at 981.70
Loss on sale of 77 shs. Columbia Gas System, Inc. *
Appraised at 3,503.50
Sold at 2,606.99
'-'(formerly Columbia Gas c: Electric Corp.)
L0ss on sale of 322 shs. General Motor Cor?
Appraised at 14,308.38
Sold at 1l,7i2.75
862.54
24.80
896.51
2,596.13
Carried Forward
$ 104,891.81
lihr. 1.1.14 pm ~39
Brought Forward $ 104,891.81
1931
Oct. 30 Loss on sale of 214 shs. Pa. Power & Light (Common)
Appraised at 3477.50
Sold at 3450.75 26.75
30 Loss on sale of 220 shs. Pa.Power & Light (4-1/2% Pref.)
Appraised at 7150.00
Sold at 6380.00 770.00
30 Loss en sale of 80 shs. Phila.Electric Co. (4.68% Pref.)
Appraised at 2540.00
Sold at 2240.00 300.00
1982
Dec. 3 Loss on transfer of 150 shs. Atlantic Richfield (Com.)
Appraised at 9140.63
!1arket value 5700.00 3,440.63
TOTAL PERSONALTY, PRINCIPAL ACCOUNT, CREDITS $ 109,429.19
LbL(. If.i<;. l'Af;( 2.:W
1981
Jan. 30
Feb. 1
14
25
27
27
Mar. 1
2
10
10
10
10
10
10
16
15
15
23
24
31
Apr. 1
1
1
1
1
15
30
30
May 1
1
1
1
1
June 1
1
1
1
PERSONALTY
INCOME ACCOUNT
DEBITS
Accountants charge themselves with the following:
Farmers Trust Co. - Dividend #229
Phi1a. Electric Co. - Interest 1/21/81-2/1/81
Columbia Gas System - Dividend
Alcoa - Dividend
Armstrong World Industries, Inc. - Dividend
Farmers Trust Co. - Interest C/D 1/21-2/27/81
Kroeger Co. - Dividend
American Brands - Dividend
U. S. Steel - Dividend
Gulf Oil Co. - Dividend
American Electric Power - Dividend
General Motors - Dividend
Warner-Lambert - Dividend
Johns Manville - Dividend
CSX - Dividend
Arco - Dividend
Consolidated Edison Co. - Dividend
Lone Star Cement Corp. - Dividend
American Standard - Dividend
Phila. Electric Co. - Dividend
Pa. Power & Light - Dividend (C) 119.84, (P) 247.50
A. T. & T. - Dividend
Esmark - Dividend
Northwest, Ind. - Dividend
Masonite - Dividend
Atlantic City Electric - Dividend
Farmers Trust Co. - Dividend
Allis-Chalmers - Dividend
Phi1a. Electric Co. - Dividend
Alcoa - Dividend
Farmers Trust Co. - Interest
Cincinnati Gas & Electric - Dividend
Columbia Gas System - Dividend
American Brands - Dividend
Kroeger Co. - Dividend
Armstrong - Dividend
American Electric Power
$
183.60
2.34
59.40
40.50
66.00
42.00
100.32
201. 50
60.00
62.50
649.75
193.20
83.16
152.64
128.00
528.00
186.48
69.38
55.00
117 . 45
367. 34
507.60
46.00
230.28
105.60
49.98
183.60
20.00
93.60
40.50
105.00
33.66
59.40
211.25
100.32
66.00
649.75
Carried Forward
$
5851.10
l1~Lt; 1\)';' ~~G[ :;:41
1981
June 10
10
10
15
22
24
30
July 1
1
1
1
1
15
31
31
Aug. 1
1
14
15
25
Sept. 1
1
1
10
10
10
10
10
10
15
15
15
21
24
30
Oct. 1
1
1
1
1
1
Brought Forward
$ 5851.10
83.16
193.20
62.50
60.00
152.64
186.48
528.00
128.00
69.38
55.00
117.45
507.60
367.34
46.00
105.60
270.68
54.06
183.60
20.00
43.00
93.60
34.65
59.40
40.50
105.00
100.32
211.25
66.00
152.64
649.75
193.20
70.00
60.00
83.16
186.48
528.00
142.00
69.38
55.00
130.50
119.84
247.50
507.60
270.68
57.50
105.60
Warner-Lambert - Dividend
General Motors - Dividend
Gulf Oil - Dividend
U. S. Steel - Dividend
Johns Mansvi11e - Dividend
Consolidated Edison - Dividend
Arco - Dividend
C.S.X. - Dividend
Lone Star - Dividend
American Standard - Dividend
Phi1a. Electric Co. - Dividend (C)
A. T. & T. - Dividend
Pa. P. & L. - Dividend (C) 119.84, (P) 247.50
Esmark - Dividend
Masonite - Dividend
Northwest Ind. - Dividend
Atlantic City Electric - Dividend
Farmers Trust Co. - Dividend
Allis Chalmers - Dividend
Phi1a. Electric Co. - Interest (Bond)
Phi1a. Electric Co. - Dividend (P)
Cincinnati Gas & Elec. - Dividend
Columbia Gas - Dividend
Alcoa - Dividend
Farmers Trust Co. - Interest
Kroeger - Dividend
American Brands - Dividend
Armstrong - Dividend
Johns Mansvi11e - Dividend
American Electric Power - Dividend
General Motors - Dividend
Gulf Oil Co. - Dividend
U. S. Steel - Dividend
Warner-Lambert - Dividend
Consolidated Edison - Dividend
Arco - Dividend
C.S.X. - Dividend
Lone Star - Dividend
American Standard - Dividend
Phila. E1ec. Co. - Dividend
Pa. P. & L. - Dividend (C)
Pa. P. & L. - Dividend (P)
A. T. & T. - Dividend
Northern Ind. - Dividend
Esmark - Dividend
Masonite - Dividend
Carried Forward
$ 13.424. 34
U:>l~ .ilK ~~G[ Z.i2
1981
.:OCt. 15
. 19
31
31
Nov. 1
5
13
14
25
Dec. 1
1
1
4
10
10
10
10
10
10
15
15
15
15
21
21
1982
Jan. 1
1
1
4
1
1
1
5
29
Feb. 1
5
25
Mar. 1
1
1
5
10
10
10
10
15
15
21
Brought Forward
Atlantic City Elec. - Dividend
Farmers Trust Co. - Interest on C/D redeemed
Allis Chalmers - Dividend
Farmers Trust Co. - Dividend
Phi1a. E1ec. Co. - Dividend 4.68% Preferred
Farmers Trust Co. - Interest (Estate NOW Account)
Cincinnati Gas & E1ec. Co. - Dividend
Columbia Gas System - Dividend
Alcoa - Dividend
American Brands - Dividend
Armstrong World Industries - Dividend
Kroeger Co. - Dividend
Farmers Trust Co. - Interest (NOW acct.)
American E1ec. Power - Dividend
General Motors - Dividend
Gulf Oil Corp. - Dividend
U. S. Steel - Dividend
Warner-Lambert - Dividend
Johns Mansvi11e - (now Manville Corp.) Dividend
Atlantic Richfield - Dividend
C.S.X. - Dividend
Consolidated Edison Co. - Dividend
Singer Co. - Dividend
Lone Star Indus. - Dividend
Phi1a. Elec. Co. - Dividend (C)
Sub-total
Pa. P. & L - Dividend (C)
Pa. P & L - Dividend (P)
A. T. & T. - Dividend
American Standard - Dividend
Northwest Indus. - Dividend
Esmark, Inc. - Dividend
Masonite Corp. - Dividend
Farmers Trust Co. - Interest on NOW acct.
Farmers Trust Co. - Dividend
Phi1a. E1ec. - Interest'(Bond)
Farmers Trust Co. - Interest on NOW acct.
Alcoa - Dividend
Armstrong World Indus. - Dividend
Kroeger Co. - Dividend
American Brands - Dividend
Farmers Trust Co. - NOW acct. interest
Mansvi11e Corp. - Dividend
Warner-Lambert - Dividend
Gulf Oil - Dividend
U. S. Steel - Dividend
Atlantic Richfield - Dividend
C.S.X. - Dividend
Lone Star Cement Corp. - Dividend
Carried Forward
lI~tt. 10.~ rm ~.;J
$13,424.34
54.06
60.67
10.00
183.60
93.60
1.18
34.65
59.40
40.50
211.25
66.00
113.52
6.27
649.75
193.20
70.00
60.00
88.20
152.64
528.00
142.00
186.48
1. 20
69.38
130.50
$16,630.39
119.84
247.50
507.60
55.00
270.68
57.50
105.60
12.75
183.60
45.00
14.36
40.50
66.00
113.52
227.50
13.33
152.64
88.20
70.00
60.00
576.00
142.00
71.25
$19,870.76
1982
Apr. 1
1
1
5
30
May 5
June 1
1
4
10
10
10
10
10
15
15
21
July 1
1
1
2
30
Aug. 5
Sept. 1
1
1
3
1
10
10
10
15
15
Oct. 1
1
1
1
5
Nov. 1
5
Brought Forward
Esmark - Dividend
Masonite - Dividend
Northwest Industries - Dividend
American Standard - Dividend
Farmers Trust Co. - Interest (NOW acct.)
Farmers Trust Co. - Dividend
Farmers Trust Co. - Interest (NOW acct.)
Alcoa - Dividend
Kroeger Co. - Dividend
Armstrong World Industries - Dividend
Farmers Trust Co. - Interest (NOW acct.)
Warner-Lambert - Dividend
Mansvi11e Corp. - Dividend
U.S. Steel - Dividend
Gulf Oil - Dividend
American Brands - Dividend
Atlantic Richfield - Dividend
C.S.X. - Dividend
Lone Star Industries - Dividend
American Standard - Dividend
Esmark - Dividend
Masonite - Dividend
Northwest Industries - Dividend
Farmers Trust Co. - Interest (NOW acct.)
Farmers Trust Co. - Dividend
Farmers Trust Co. - Interest (NOW acct.)
Kroeger Co. - Dividend
Armstrong World Industries - Dividend
Phi1a. Electric Co. - Interest (Bond)
Alcoa - Dividend
Farmers Trust Co. - Interest (NOW)
American Brands - Dividend
U.S. Steel - Dividend
Gulf Oil Co. - Dividend
Warner-Lambert - Dividend
Atlantic Richfield - Dividend
C.S.X. - Dividend
Lone Star Industries - Dividend
Northwest Industries - Dividend
Esmark - Dividend
Masonite - Dividend
American Standard - Dividend
Farmers Trust Co. - Interest (NOW)
Farmers Trust Co. - Dividend
Farmers Trust Co. - Interest (NOW)
Carried Forward
., ,.... "',1
li:>t.~. l.rJ"~. ~:'l~[ ~.:l.':I.
$19,870.76
57.50
105.60
270.68
55.00
17.91
204.00
20.32
40.50
113.52
66.00
19.47
88.20
63.60
60.00
70.00
227.50
576.00
142.00
71.25
55.00
57.50
105.60
444.40
21. 67
204.00
25.70
113.52
66.00
45.00
40.50
7.79
227.50
60.00
70.00
88.20
576.00
142.00
71. 25
444.40
57.50
105.60
55.00
11.83
204.00
18.43
$25,458.20
Brought Forward $ 675.00
1981
'M' 6 Sunday Bros, - Rent distribution 300.00
"lay
June 5 Sunday Bros. - Rent distribution 300.00
Sept.8 Sunday Bros, - Rent distribution 200.00
Oct. 6 Sunday Eros, - Ren t distribution 300,00
Nov. 4 Sunday Bros. - Rent distribution 300.00
Dec. 4 Sunday Bros. . Ren t distribution 300,00
TOTAL REAL ESTATE, INCONE ACCOUNT, DEBITS $ 2375.00
1981
Dec. 31
1982
Dec. 3
IlEAL ESTATE
INCOME ACCOUNT
CREDITS
Accountants ask credit for the following:
Margaret Sunday - Distribution of rents to life tenant
applied on account of balance owed
to estate for purchase of securities $
TOTAL RBAL ESTATE, INCO~m ACCOU~T, CREDITS $
ADVANCEMENTS
To: Ivalter D. Sunday - The following stocks in kind at
Market Value in full payment of
Pecuniary Legacy:
100 shs. - C.S.X. (COl11ffion) $5512.50
100 shs. - Harner Lambert (Common) 2837.50
75 shs. - Atlantic Richfield (Common) 2850.00
100 shs. - Northwest Industries,Inc(Com) 3800.00
To: Diane L. Beam - The following stocks in kind at
Market Value in full ra~nent of
Pecuniary Legacy:
100 shs. - C.S.X. (Common) 5512.50
100 shs. - Warner Lambert (Co~mon) 2837.50
75 shs. - Atlantic Richfield (Cmpmon) 2850.00
100 shs. - Northwest Industries , Inc(Gom) 3800.00
To: l1argaret A. Sunday, ~Ial ter D. Sunday and Diane
L. Beam, Trustees under Paragra))h 6 of the Last
Will and Testament of Wilbert F. Sunday the fol-
lowing stocks in kind at appraised value:
10 shs. - Harner Lambert (Common) 213.75
90 shs. - Atlantic Richfield (Common) 5434.37
TOTAL ADVAHCEV~NTS
" "'7
Ullt. 1u'., (~G[ ~'l
2375.00
2375.00
15000.00
15000.00
5693.12
$ 35698.12
RECAPITULATION
PERSONALTY: Principal Account
Debits $ 268,875.59
Credits 109,429.19
Balance 159,446.40
Income Account
Debits $ 26,920.66
Credits 20,837.99
Balance 6,082.67 6,082.67
REAL ESTATE: Principal Account
Debits $ LI6 , 342 . 49
Credits 0
Balance $ 46,34.2.LI9 46,342.49
Income Account
Debits $ 2,375.00
Credits 2,375.00
Balance 0 0
TOTAL DISTRIBUTABLE ESTATE $ 211,871.56
LESS: ADVANCEMENTS 35,698.12
BALANCE IN HANDS OF ACCOUNTANTS FOR DISTRIBUTION $ 176,173.44
'\ . r' 'I r\
liS,t. .lu'.r. I'~G[ /;.'10
COi'll"im~HEALTH OF PENNSYLVA1HA
COUNTY OF CUMBERLAND
~ss:
)
Before me, the subscriber, a Notary Public in and for said Com-
mmonwealth and County, personally appeared i-lARGARET A. SUilDAY, HALTER
D..sUNDAY and DIANE L. BEAM, Executors under the Last Vlill of Wilbert
F. Sunday, late of the Township of North Middleton, County of Cumber-
land County and State of Pennsylvania, deceased, who, beins duly sworn
according to law, depose and say that the foregoing Account is true
and correct to the best of their knowledge and belief, and that the
hereunto attached statement contains the names (*) of all un?aid claim-
ants who have given written notice of their claims to the Accountants
or to William L. Sunday, attorney, as well as the names (**) of all
persons knovm to the Accountant to have an interest in the Estate as
beneficiary, heir or next of kin, and that they have been given notice
of the tin~e when and place where said Account will be ~~resented for
confirmation and distribution as required by Section 3503 of the Pro-
bate, Estates and Fiduciaries Code and the Rules of Court prescribed
thereunder.
Sworn to and subscribe?
before me on this "'<(.,7.....,
day of January, 1983.
"] .'
+J"rZ ({
Margaret A.
(- , . I
.-/- ,'j I, N -,':~-;
--...... /
Sunday 1/
y
/{),lI ~ ,tf; 4.<u>-7
Halter D. Sunday
J\. ,...,
\~'v,., ",y,L ?f:, fi~ (j/yy\./
Diane L. Beam
......::,.....,....
(:,:.<r~..l; ! .1,' "'v.;'; ( /J
, '.....,;..{;.r,/,y(1 /t'X Yd/u'-.'..j
:' '-r-"^""~"'II.~,,:,,::oNo.t'aTY Public
.: (" . ,. ,: ::.."" .". ,J."LR. '1\11,,, :'uelle .
; ":!7' j~jM':..tl.:~J'\'li;"iil~t;n,: .-,~;.} f,'I'.~;lr.':.'1 ~:--J'i '''''!'r'T,!,
I)',,: . ',:.....: .. II'. :, .:'- ,;' ',: ~'.:'.. ," ~'.' ....'~,,'.... 1,.""" i
~,l;~'.fi~' ;~~'.;~{1~::,:.I">,'~(\~~h;r~f):~I~L2 ,:.y~;, 1.1, 1~:',1
, -.\.,;;. '. ....),\,ll'~l?;. .t'~lin.,.! ,...r,.I>.;.~W:f,~LrJfi of NlI!JIICS
'<, Y,:':/.;' ~:~:,~~' ;.,:,::,;:.~:..,''/ .
'..,......
("') None
(**) Margaret A. Sunday, 36 Cavalry Road, Carlisle, Pa. 17013
Walter D. Sunday, 1048 Harrisburg Pike, Carlisle, Pa, 17013
Diane L. Beam, 256 Vlest Willow Street, Carlisle, Pa, 17013
"". ""19
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J
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~ES'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
P, O. BOX B3n
HARRISBURG, PA 17105
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
ACN 201
DATE 10- 28-8 5
ESTATE OF
S UN VA Y
WILBERT
f
FILE NUMBER 21 B 1-0067
DATE OF DEATH 0 1-21-81
COUNTY CUMBERLAND
NOTE: TO INSURE PflOPER CflEDIT TO YOUfl ACCOUNT,SUBMIT THE Ul'l'Efl PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO
THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS AGENT."
MARGARET A SUNDAY PLEASE RETURN THIS
36 CA ~ALR Y RD PORTION TO REGISTER OF
CAR ISLE PA 17013 WILLSIFPAYMENTISDUE
,. l AMOUNT REMITTED
S
~~~!~~~N~J~l~~~~______!~~~~~g~~~~~~~~~~~O~~~~~~~~-----_________________
NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN
ESTATE OF SUNDAY WILBERT F FILE 21 BI-0067 ACN201 DATE10-2B-85
NUMBER
ESTATE TAX DETERMINATION AND ASSESSMENT
1. Credit For State Death Taxes as Verified 1, 5.371.18
2. Pennsylvania Inheritance Tox Assessed 2, 15.176.3'1
(Excluding Discount and/or Interest)
3. Inheritance Tax Assessed by Other States .00
or Territories of the United States 3,
(Excluding Discount and/or Interest I
4. Total Inheritance Tax Assessed 4, 15,776.39
(Line 2 plus Line 31
5. Pennsylvania E::!tate Tax Due 5, .00
(Line 1 minus Line 4)
. TAX CREDITS:
Payment
Date
Receipt
Number
Interest (.1
Amount Paid
. IF PAID AFTER THIS DATE SEE REVERSE SIDE
FOR CALCULATION OF ADDITIONAL INTEREST
Total Tal< Credit
Sal.mc!! of Tal< Due .00
Interest .00
Total Due . Cia
(If Balance Due is less than $1. no payment is reQuired)
,
ITEM - -....
NO. DATE NAME OF PAYEE REMARKS AMOUNT
1981 Brought Forward 8458.64
~pnt' - T~~ Annraisal - Real Estate 850.00
T.F.1----- N A""soc. IAnnraisal - Real Estate 200.00
D' v M<" ,_ T.._ .< - " _ 0001 <,~+-o+-o ?nn nn
Do" n - . 11 ^..o . '0 ,;~01 - pp ,It:v 35.00
1 I." , , , T ~.--~ ~. 00< ".,-,
, J?n IQ1 '0 ~. To+-' lo~~ ~~ nn
2 Short Certi icates 2.00 57.00
2/ 3/81 Executors 'Not ce (C.L.J.) 18.00
2/27/81 Executor s 'Noti ce--Sentinel 18.00
8/19/81 Photo copy ASf essment Map 1.00 94.00
iRpa;~t'o~ 0" lJ;1'~ 11>.,,' ___0 ri"p D_ol-o+-P ",po ?n nn
Gail Lauer Notary fees 63.00
In.' _+-O~ "f T.r; " ~ . ) 11"; 1; ~a fpPS ':\7 nn
l1)o~< _+-o~ ~;: T.r;" ~ (no ' . "';'<~~ ;:pp"" ':\n nn
Register of Wills Exemplified Copy & Certtf}ed lQ.50
Re~ister of Wills 35 Short Certificates 70.00
Bureau Vital Statistics 3 Death Certificates \ 6.00
William L. Sunday, Esq. Attorney's fee 10900.00
Reserved for transfer securitie 350.00
Reserved for filing Account,
- recording Releases, Etc. 150.00
TOTA~1 21483.14
_4_...._.._.
~. . .. .
"
REV.45S EX+ (3.60)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT OECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Estateof-RUbl.rt F. Sunday Datoof Deatl,Jan.21,1981 FiloNo, 21-81-67
WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING:
Clairnant Margaret A. Sunday Relalionsliip to Demele"t Surviving Spouse
Cloirnool's Aeldress ot lirne01 Decedcnt'sDcalli 36 Cavalry Road, Carlisle, Pa. 17013
ITEM
NO.
,,-......-.
'---...--."
DATE
NAME OF PAYEE
REMARKS
Checks issued by Decedent p ior to death but outstanding
_~ ~_"n ",1' .1".o1-h.
_ 5917 12/8/8 American Cancer Society
594311/12/8' Paul Nailor
,945 1116/8' Pa. Dept. of Revenue
5947 1/21/8] Lenkerbrook Farms
1~8 Feb. 5 Keller Bros. Account payable - auto repair
2 5 Westminster Cemeterv Cutting date on stone
3 5 Carlisle Community Ambu1an~e Ambulance service
4 5 Lenkerbrook Farms Account payable 1/7 to 1/14/81
5 5 United Telephone Co. Account payable 1/13/81
h ~ IT " T Account pavab1e 1/27/81
7 , /, TI_ - ^' T.; ".ht- r" A"''''''''nt- nayab1e
8 14 Belvedere Medical Corp. Medical expense 12/3/80
9 20 Carlisle Boro.Municipal Au~horitv- Water rent
10 20 Hoffman-Roth Funeral Home Funeral expense
11 24 United Te1enhone Co. Phone bill 1/13/81 - 2/13/81
12 2~ niane Beam Reimbursement for car tit1er I
13 ar. 7 Alfred Hollenbaugh Acct. payable' - pump inhJin. Cl.
14 2~ Creeden Sundav Acct. payable - Well
16 une 18 Mar"aret Sunday Family exemption
I"... - n ,,,,, ~ i,.." R.o 1 .1"e 1980 Income
Pa. Dept. of Revenue Bal. due 1980 Income
$10.00
444.78
24.00
10.08
CARRIED FORWARD
Tax
Tax
TOTAL I
AMOUNT
488.86
22.39
10.00
40.00
5.12
21. 90
137.57
34.32
30.00
14.14
2936.00
30.02
27.00
291. 80
1598.00
2000.00
702.00
69.52
$ 8458.64
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral
expe.nses and ex.pen. ses of admi.nistration submitted to the estate as deductions.L:>r Inheritp'/'ce ljax purposes.
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_l r. -I . SIGNATURE OF FIDUCIARY DATE
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S ,{J /, Lj 13, /t-f AT
{,
% TAX RATE
/A-/c-/l
, DA1.C
GENERAL INHERITANCE TAX INFORMATION
Unsetisfied liabilities incurred by the decedent prier to his/her deulh arc deductible ageinst his/her taxeble
estate. In eddition to debls incurred by the decedent or estate, ether i lems ure cluimahle including the cost ef
edministration, ettorney fees, fiduciery fees, funerel end burial expenses including Ihe cosl of a burial lot, tembstone
or grave merker und other releted buriel expenses.
All debts being claimed egeinst en estete are subject te the epprovel of the Register of Wills with whom the
Inheritence Tux Relurn is filed. Evidence.to suppert the decedent's or Ihe estete's liebility fer the debts being
c1eimed sheuld be etteched to this schedule.
A family ~'^cmptitJn may be claimed by a spouse of e decedent whe died domiciled in Pennsylvania. If there is
no spouse/ or if the spouse hes forfeited his/her rights, then eny child of the decedent who i;-; mc;;'ber ef the same
household con claim the exemption. In the event there is no such spouse or child, the eXlll11ption can be cleimed by
e perent er perents who are members of the same household as the decedent. The femily exemption is alleweble only
egeinst assets which pass by e will or by the Pennsylvenie Intesteie Lews.
NOTE: Compensetion peid to en estete representetive; namely, an executor er edministrator, fer services
performed in administering en estete is repertable for Pennsylvanie Income Tex purpeses. This taxeble inceme
item sheuld be reported en form PA.40.lndividuellncome Tex Return.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If Ihe family exemptien is being claimed, indicate the c1eiment's neme, eddress end his/her relationship to
the decedent. Enter "family exemption" in the remarks column ond the amount cloimed in the amount column.
2. Assign consecutive numbers to eech item listed.
3. Enter the dote on which each debt wes incurred end/or paid.
4. Enter the nemes of eech payee.
5. Provide a brief explonotion in the remarks column for each debt c1eimed.
6. Enter the emount of eoch debt being claimed.
7. The form must be signed by Ihe person who hes essumed the responsibility for paying the debts.
IF ADDITIONAL SPACE IS NECESSARY USE 8\/2" x 11" SHEETS.
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APPLICATION TO
TRANSFER SECURITIES
FILE NUMBER:
COUNTY
21-81-67
REV.517 EX. (7.ROI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF HEVENUl;
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
STATE
Penna.
NOTE: THIS APPLICATION MUST BE FILED IN TRIPLICATE WITH THE REGISTER OF WILLS FOR THE
COUNTY IN WHICH THE DECEDENT RESIDED AT THE TIME OF DEATH,
Name of Decedent:
Wilbert F. Sunday
Oct.
, 1981
DATE
Date of Death:
Address of
Decedent:
Jan. 21, 1981 County: Cumberland
36 Cavalry Road
Carlisle, Pa. 17013
(CITY, BOROUGH) (STATE) (lIP CODE)
DESCRIPTION OF SECURITIES:
1. Stocks a.
4fMl
( UMB~R OF SHARES)
Capital
(CLASS or- STOCK)
Farmers Trust Co.
c.
(NAME OF ISSUING COMPANY)
b.
See over
d,
(DATE OF ISSUANCE)
$12,015.00
(DATE OF DEATH
TOTAL MARKET VALUE)
e,
2. Bonds a.
b,
c.
(FACE AMOUNT)
(INTEREST RATE)
(MATURITY DATE)
d.
f.
e.
(DATE OF ISSUANCE)
(NAME OF ISSUING COMPANY)
(DATE OF DEATH
TOTAl. MARKET VALUE)
The securities are registered as follows:
Wilbert F. Sunday
(NAME OR NAMES IN WHICH CERTIFICATES ARE REG ISTEREO)
Executors
Name of Applicant:
Add,ess of
Applicant:
of Estate of Wilbert F. Sunday:
Marga,.~t A Sunday TJAl tA'r n Sunday
Diane L. Beam
:\6 CAVil] ry Rof.tcl ] OAR !fA.,..,.; sburg Pike
Carlisle, Pa.170l3 Carlisle, Pa. 17013
(CITY, BOROUGH) (STATE) Pt/a. (~~,DE~/. tJ_ -e7-:'
~:;1t,~td.::,. ~/~/;: /'J. . v(f-<..,.;V'- ~7-.
,/"& J. >~~1.~~'.{'t:~~1
256 West Willow St.
Car1i~le,Pa.170l3
0..:...\.'l.-'Y~"X '~-':',l\.'YI'-
(SIGNATURE)
CONSENT TO TRANSFER SECURITIES
I hereby consent to the transfer of the above securities and waive the filing of a certificate certifying to the
payment of the transfer I nheritance Tax.
Signed for the Secretary of Revenue
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By
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i 20 ehe. 1/05/51
, 6 eha. 12/23/52
I
i
, '1 eh. 1126/53
I 3 ehe. 10/23/59
30 eha. "1,/15/66
I tz~ ehe. 6/01/66
I sha. 10/01/70
I
I 272 eha. 11/15/73 .
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20 shs.
40 shs.
30 shs.
20 sha.
40 shs.
10 shs.
40 shs.
220 shs.
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6/19/68
5/01/69
6/03/70
11/20/72
9/4/73
9/23/75
10/01/75
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100 aha.
50 aha.
15 aha.
21 aha.
13 aha.
20 aha.
25 aha.
.J1 aha.
261 aha.
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4/22/68
10/24/69
10/22/70
10/02/71
9/22/72
10/15/73
10/09/75
,-- Estate of: Wilbert F. Sunday
~>.).,~,I'>~~.'.
'.'"., ::.. '; ~- -
Brought Forward
18. 100 shs. Gulf Oil Corp., Capital Stock
No Par, NYSE 40.8125
19. 318 shs. Johns-Manville Corp., Common
Par $2.50, NYSE 23.6875
20. 264 shs. The Kroger Co. (formerly The
Kroger Grocery & Baking Co.) Common,
Par $1.00, NYSE 20.6875
21. 150 shs. Lone Star Cement Corp., Common,
(now Lone Star Industries, Inc.)
Par $1.00, NYSE 33.1875
22. 320 shs. Masonite Corp., Common
No Par, NYSE 30.4375
23.*404 Northwest Industries, Inc., Common
NYSE *(404 shares) 36.50
24.*Penna. Power & Light Co., 4-1/2% Pre-
ferred, Par $1.00, NYSE *(220 shs.) 32.50
25. 214 shs. Penna. Power & Light Co.,
Common, No Par, NYSE 16.25
26. 10 shs. The Penna. Railroad Company,
capital stock, now 4/10 share of
Penn Central 37.4375
27. 80 shs. Phi1a. Electric Co., 4.68%
Pref., Par $1.00, NYSE 31.75
Dividend payable to Stk. Rec.12/26/80
28. 261 shs. Phi1a. Electric Co., Common,
No Par, NYSE 12.9375
29. 12 shs. The Singer Co., Capte1, Par
$10.00, NYSE 12.3125
30. 120 shs. U. S. Steel Corp., Common,
Par $1.00, NYSE 23.625
31. 252 shs. Warner-Lambert Co. (formerly
Warner-Lambert Pharmaceutical Co.)
Common, Par $1.00, NYSE 21.375
32. One (1) $1000. Phi1a. Electric Co.,
first & refunding Mortgage Bond, 9% (lated 2-1-70)
Series due 1995, due Feb. 1, 1995
No. M9253 - Regis: Wilbert F. Sunday 66.90625
Accrued interest 8/1/80-1/21/81
SUB-TOTAL, FWD.
.... '.
174,635.8/1
4081. 25
7532.63
5461. 50
4978.13
9740.00
14746.00
7150.00
3477.50
/
14.98
2540.00
93.60.
3376.69
147.75
2835.00
5386.50
669.06
40.66
?4fi,l11l1,J;l~
Page 1-a
Estate of
Wilbert F. Sunday
ITEM
NO.
DESCRIPTION
PERSONAL PROPERTY:
1. 40 shs. Allis-Chalmers Mfg. Co.
Common, Par $1.00 NYSE
Dividend payable to holder of record 12/3
2. 45 shs. Aluminum Co. of America
common, Par $1.00 NYSE
3. 1150 shs, American Gas & Electric Co.
Common (now American Electric Power Co.)
Par $65.0 NYSE
4. 100 shs. American Standard Inc. *(formerl
American Radiator & Standard Sanitary Cor
Common, Par $5.00 NYSE
5. 376 shs. American Telephone & Telegraph
Capital Stock, Par 16-2/3 NYSE
6. 130 shs. The American Tobacco Company
Common (now American Brands, Inc.)
Par $6.25 NYSE
7. 240 shs. Armstrong Cork Co. (now Armstron
World Industries, Inc.) Common
Par $1. 00 NYSE
8. 102 shs. Atlantic City Electric Co.
Common, Par $3.00 NYSE
9. 960 shs. Atlantic Richfield Co. (formerly
Atlantic Refining Co.) Common
Par $2.50 NYSE
10. 66 shs. Cincinnati Gas & Electric Co.
Common, Par $8.50 NYSE
Dividend payable holder of record 1/15/81
11.88 shs. Columbia Gas System, Inc. (formerl
Columbia Gas and Electric Corp.) Common
Par $10.00 NYSE
12. 252 shs. Consolidated Edison Co. of N.
Inc. Common, Par $10.00 NYSE
13. 416 shs. Chrysler Corp., Common
Par $6.25 NYSE
14. 200 shs. CSX Corporation, Common, NYSE
15. 100 shs. Esmark, Inc., Common
Par $1. 00 NYSE
16. 408 shs. Farmers Trust Co., Capital Stock
Par $5.00 OTO
17. 322 shs. General Motors Corp., Common
Par 1.66-2/3 NYSE
UNIT
VALUE
4.125
/80
ESTIMA TED
MARK ET
V ALU E
1365.00
20.00
63.1875 2843.44
17.625 20268.75
. )
32.
3200.00
50.5625 19011.50
77.5625 10083.13
14,8125 3555.00
16.4375 1676.63
60.9375 58500.00
15.25
1006.50
33.66
3503.50
6174.00
5.5625 2314.~O.
49.6875 9937.50
8.1875 4818.75
9.45
l20L5.60
4.4375 14308.88
CARRIED FORWARD - - TOTAL 174,635..04,
If additionol space is necessary, use B'.," x 11" sheets.
~,_!..l'.
DEPARTMENT
VALUATION
{OFFICIAL USE ONL Y/
.... '-"
4.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
t
J
~.
55:
.__ Mar&aret p.~.l'llnday ,__W~~t_eEJ)~.?und'!:l and Diane L. Beam
being duly sworn according to law, doposes and says that theY. are the
Executors _____ of tho Estato of Wilbert F. Sunday,
late of __l'l9Etl1 }!!d~leton_~ownAsh!P .~---':=-1' CumbJlrland County, Po., deceased and that the
Margaret . Sunuay, waLter U.
within is an inventory made by -Sunday-and-Diane-h-;--Beam;-.' the said executors,
of the entire estate of said decedent, consisting of all the personal prop.rly and roal est.te, except real est.te outside
the Commonwe.lth of Pennsylvania, and that the figures opposite each item of the Inventory repre.ent it's fair value
es of the date of decedent's death,
Sworn to
..d '" b,,,<b.d bol... mo, \
19 81
....
36 Cavalry Road, ca~is~e, Fa. 17013
1048 Harrisburg Pike, Carlisle, Fa.
2i6-~ac-W;11nw Strppt, Carlisle, Pa.
Addr",
October .2? I
All:! 1/ Yri.1iJ.L.J
r"'I'I'U~' k
,','CSt:' \Ji;":'~n'~~rol' I):';~l~ NcOI~~.f:~~UBtlC
. < - <'J .\., ", ' I ',:'01' 'NO "Ollr'TY
I\,r L,.u:J:liSS]()U ::xpml("' ,~.,D'"I. , 1""" ~
~l ., ..' '" ". ., ~o'l
. ember, Pennsvll'Jnii! Assc.i:iatlol~ rJI 't~r)lrHl!;:;
Date of Death
21st
Day
January
Month
1981
Yur
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty day. of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
r-
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RE'J.oUll (1-80)
COMMONWEAlTH OF PENHSYl VANIA
OEPARV,IENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEOENT
AFFIDAVIT OF
FIDUCIARY
(Instructions on Rovorso Side)
*~
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Estote of Wilb.,rt F fllllvb,y
Last Address 36 Cavalry Road
Carlisle, Pa. 17013
Dale of Death
J,ll1U!.~Y 2~tn-.
192 22 3076
Social Security No.
Bureau File No.
(CITYl
{STATE!
(llPl
County File No. ___ll.::.BkUl
1. Decedent died:
( ) Intestate (without 0 will)
(x.) Testate (leaving 0 Illst will--capy attached)
2. Is the filing of 0 Federal Estote Tax Return required for this estate? Yes -L- No --
3. (X ) Executor/ftl.W~
Name Har!;aret .\.
) Administrator! Administratrix
Address 31'0 r l"S i 77 J:?Q~Q
C;,rH :;1" , .::.. j 1:)1 .;
(CITYI (STATE)
lO~ ~ [arri!3burr Pike
('"did.. l'a 17010
(ZIP) , . J
Diane L. Beam
256 Vi. \nllo~i St:.
Carlisle,Pa.17013
g'.1!Hlay
Ualt~. ;). 3unday
4. All correspondence should be mailed to t.. ) Attorney
..
) Fiduciary.
5. If on attorney is representing the estate, indicate:
Nome William J.. ~"n,l"y
Address 39 Hest Hail'! St.
J".fpf"I'hAn; ~Qhn'''B P1
(CITYI ,~TATEI.
17')~~
1'11)
List 011 sofe deposit boxes registered in the decedent's individual nomel or jointly with, or os on agent or deputy
of another, or in decedent's individual nome with right of access by onotner os agent or deputy. Include the 00"'"
and address of the bonk or other institution where the safe deposit box is located, the name (s) in which the bo,;
is registered and the relationship of the joint holders to the decedent.
F
'1"
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RELATIONSHIP or HlIHY I
HOLDERS TO OECEO~.~_;::-,.~ 1
,
I
.__.._~__._ I
i
\
____1
,
-- ~
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT MAINTAIN EO A SAFE DEPOSIT BOX
NAME OR NAMES IN WHiCH
SAFE aEPOSIT BOX IS REGISTERED
1 \:est !":il~h Str~et.
H
(., ..
~,
~ ,
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'<
Under penalties Df perjury, I declare that I hove examined this return, including accompanying schedul?s and
statements, and to the best of my knowledge ond belief it is true, correct and complete. . . ,{ f 1.'
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li~{lr<l'Ui :lJ.<l,j1'
SIGNATURE OF FIDUCIARY
DATE
SCHEDULE "6"
PERSONAL PROPERTY
iH:;V~"'::'1 <.^1' \t~~Cl}
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVlNUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
40 aho. A11ia-Gh!\l.moru ::/'<'.. Co., Cmm:;OIl 31" l~;:) l%~l. 00
Par $1. 00. :~Y:;I;
Dividend pnynblR holder of record 12/31/u ' 20.0~
4S Bhl'J. Aluminum Co. or All'l'ricll, Common
Par $1. 00, ll\'[jg (d. 1(7) 29t3.l+l;
1150 aha. AllIoricl1ll (;:LU IX Lloctric Co.
COllUl\On (\\01,' Alllcrit'illl I:loctric POller Co.)
Par $6.:iO. lIym: 17.67.5 'L,i26tl.75
100 aho. Amuricllu GLtlu.lu.'...-d lr,lc. (foi:TI1~,rly
Amurienn RaMaLol' I, ntalll!"rrl Sanitary Cori")
COUl\'l1011, PILl: ~:i.()O llYSE 32. 3200.00
376 IJha. Aillllricllll 'l'olophO[\le Ii, Tc1ei'.~raph,
CnpiC"l SLOIl\<., P,Jr 1.6- 'L/'J. 11Yl;L 50.562 = 19011.50
130 aha. Tllc ,\llIttriCill1 T'obllCCO ComplUi.'l,
Comll1on. (now Amod.ctln Branel!.!, tne.)
P.:\r $6. 25 "mm 77. ji)2: lOG,,3.:"3
240 ab!!. Arll'l!t'L'lllll\ r.())~i; Co.. Corrrr.Ol1
(now Arll\B trong \~or1d 1ndull tries, lne.)
Par ~l.nO. ~YBV 14.312' 3555.00
102 aha. Atlantic <.;ity Electric Co.
COl\n~,on . ;, at ~:\. on, ~~,{S1: 16 . I: :\"{ . 1676 , t; 3
960 sha. Atlantic Richfield Co. (fonllerly
Atlantic Rufininl! Co.) ComltOn, Par $2.50
1<:Y S E
66 aha. Cir.cillnnti GaG t Electric Co.
Cou3non. Par $8.50, ilYSE
Dividend illlyabllJ stoct rl!Col'U 1/1'.>/iJ1
88 ahs. Columbia Gltll SYlltenl, Inc.
(formerlY Co1l1l'nhl.ll Con9 [,. l':leetric Corp.)
C(II'.~'I\C)U, Par $10.00, ilYSE
2J2 ohs. COllftoUdnted 'I:dlaon Co. of n. Y. .
Inc., Connon, 1'lIr ~1.().OO. IlY5E
(116 aiHl. Ch::ynlllr Gorp.. CO\lUl.on
Par 16.2), tWilL
20lJ l1h~l. CS::, Cl.Jr\,Hll~l\r;,'..'}:l t C(lr~mo~.L I lryg~s
100 aim. .E1lI"Ilrk, IIlC., Com:"OIl, l'ar ~;t. 00
t/Vf\l.;
I,Od 111111. l'Ul:1hOfll 'fruot Go.. CLlflieltJ. Seoc'
I'll):' ~i~),(ll), 0'1.'0
.1;(1 fll\s. I.lt.\l\wrul Hators Corp.. C01W\On
}J,1r t~1.(';6 ;'/3. if'iSH
Estate 01
ITEM
HO.
1.
2.
3.
4.
(lllStllIt:ti{I/lS OIlI1I!VI.'/'SI! Sid,,)
'Ulb=t r.. ~"nr1tly
~,~= -
DE5CRIPTION
"
J.
6.
7.
6.
9.
10.
11.
12.
13.
14.
l~.
16.1
171
I
Cm:ricJ Forward
II ",1,1,1;0""\ ~p"c" i~ "ecessary. use 8'2" X 11" sheels.
~,.
~ ,)to.
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UNIT
VALUE
EmMA TED
MARK ET
VALUE
DEPARTMEHT
VALUATIOH
IOFFICIAL USE ONL Yl
60.937' 58500.00
15.25 1006.50
33.66
39.812 3503.50
;:4.50 6174.00
5.51;2.. 23111.0iJ
ll9.C,-37 9937,50
It".187 4S13.75
29.45 12015.60
11(1.437. 1430U.SH
TOTAL 174,635.84
"..".
./ ..
Estate of: Wilbert F. Sunday
SCHEDULE "B", contd.
18.
19.
20.
. 28.
21.
100 shs. Gulf Oil Corp., Capital
Stock, No Par, iiYSE
318 shs. Johns-Manville Corp.
Common, Par $2.50, NYSE
264 shs. The Kro~er Co.
(formerly The Kroger Grocery &
Baking Co.) Common, Par $l.OO,NYSE
150 shs. Lone Star Cement Corp.
(now Lone Star Industries, Inc.)
Common, Psr. $1.00, 11YSE
320 shs. Masonite Corp.
Common, No Par, NYSE
404 shs. Northwest Industries, Inc.
Common, NYSE
220 shs. Penna. Power & Light Co.
4-1/27. Pref., Par $1.00, NYSE
214 sha. Penna. Power & Light Co.
Common, No Par, NYSE
10 shs. The Penna. Railroad Co.,
Capital Stock, now 4/10 share of
Penn Central
ao shs. Phila. Electric.Co.,
4.68% Pref., Par $1.00, liYSE
Dividend'payable to Stock Record
12/26/80
261 ahs. Phila. Electric Co.
C01lllllon, No Par, 11Y.SB
12 shs. The Singer Co., Capital,
Par $10.00, NYSE
120 ahs. U. S. Steel Corp.
Common, Par $1.00, l~SE
252 ahs. Warner-Lambert Co. (for-
merly Warner-Lembert Phsrma. Co.)
Common, Par $1.00, NYSE
One (1) $1000. Fhila. Electric Co.
first & refunding Mortgage Bond,
9% Seriee due 1995, due Feb. 1,
1995, No. M9253 - Regis. to
Wilbert F. Sunday (dated 2/1/70)
Accrued interest 8/1/80-1/21/81
22.
23.
24.
25.
26.
27.
29.
30.
31.
32.
Brought Forward, 174635,84
40.8125 4081. 25
23.6875 7532.63
20.6875 5461. 80
33.1875 4978.13
30 '!~375 97!+O.OO
36.50 1/+746. ()O
32.50 7150.00
16.25 3477 .50
37.4375 14.98
31. 75
2540.00
93.60
12.9375
3376.69
147.75
2835.00
12.3125
23.625
21. 375
5386.50
(,6.90(,25
669.06
40.66
~~6 ..90T09'
SUB-TOTAL, FWD.
Sched. "B", Page 1-a
AEV;4!l2 EX+ <'a-so)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "C"
TRANSFERS
Estate of
'f.H'l,,~":"t- V 9~n...rlny
INSTRUCTIONS:
1. Answer tlle questions on reverse side.
2. If the answer to any of the questions on the reverse side is "Ves," 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 wlOm transferred and
relationship of transferres 10 decedent. Attach a copy of any trust, deed, or instrument relating to the transferred property.
I
ESTIMATED DEPT. VALUATION
MARKET VALUE [OFFICIAL USE ONL Y1
DESCRIPTION
Decedent made the fOllo'Yling.ChristmBs gifts
within two (2) years of the date of his death to
his children and grandchildren.
The gifts did not constitute Ii material part 0
the Estate and were ~~de as a continuation of a p an
of giving initiated years before Decedent I s death
and therefor are not ta.xable. .
1. Christmas gifts. in 1979.of 96 shs. American
Telephone & Telegraph Co., purchased Nov. 20, 197
at 53-3/8 having an aggregate value of $5124.00
as follows:
Shs. Transferee Relations1.l!.E. Value
16 Deborah A. Mills Granddaughter $ 854.
16 Douglas D. Sunday Grandson 854.
16 Darrell F. Sunday Grandson 854.
16 Steven S. Beam Grandson 854.
16 Janice M: Kingsley Granddaughter 854. 0
16 Patricia D. Beam Granddaughter 854. .0
Total . . 5124. - Not Taxable
2. Christmas gifts for 1979 of 80 shs. American
elephone & Telegraph Co., purchased Jan. 29, 198
t $51. having an aggregate value of $4080.00 as
allows:
o Walter D. Sunday Son $2040.
o Diane L. Beam Daughter 2040.
Total l:l. Not Taxable
3. Christmas gifts for 1980 of 96 shs. Amer~an
elephone & Telegraph Co., purchased Dec. 15, 198
t 45-1/4 having an aggregate value of $434ll.00
s follows:
6 Deborah A. Mills Granddaughter $
6 Douglas D. Sunday Grandson
6 Darrell F. Sunday Grandson
6 Steven S. Beam Grandson
6 Janice H. Kingsley Granddaughter
6 Patricia D. BeIDa Granddaughter
Total Not Taxable
TOT AL
Noue
/;,~,.......L
If additional space is necessary, use aw' x 11" sheets.
RE;V.4!5J EX. (lO.1I0)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTM~NT OF REVENU~
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of
\1i'lfH-l"t F. ;..;HU.J,1V
BENEFICIARIES AND ADDRESSES
') " .1
I.~rri!!b f" Pike
Pa. 17013
Diane S. ic;eam
256 Hest Hillo,., Street
Carlisle, Pa. 17013
Mar~aret A, Sundav
36 Cavall" Road
CadLl" Fa. l'h'E
SCHEDULE "D"
BENEFICIARIES
~.
r~'
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(Instructions on Reverse Sic1L')
RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
~ , , f
515.000.00 11110
.. .
..--- .' ,
in
I'1na(':ltcr 'll:S 0 12 29 ' . be.GuQst
.85n
,.o'r- noo.oo
,:.lJ
rf~l~;l:!.~dE'!"
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~>:jOUS 2 Yes :3 !1/1900 ,He intt<.rest
. -:;. ,..; :1" ~ ."
The above beneficiaries were liVing at the time of the decedent's death except for the following:
NAME
None
If additional space is, necessary, use 8%" x 11" sheets.
DATE OF DEATH
REV-4!i4 EX+ (e-eOI
COMMONWEAL TH OF PENNSYL VANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE HE"
JOINTL Y OWNED PROPERTY
Estate of
ITEM
NO.
8.
Cont.
(Instructions on Reverse Side)
DESCRIPTION
TOTAL
MARK ET
VALUE
PE
P-
C
E
NT
Brollr.,ht Fe anI
9l.0(~.O:1
KOUU, Carlisle, Pa.
val~~d at aversf,e apprais 1
51,5 0.00
9. All that certain farm aituat in ~'iddle-
seE Township, Cumberland Cou ty, Pa..
con,~..osec.l of three (3) adj oin ng tracts
as .i:ol1owe:
1. bein~ the same 119 acr saud 36
perches which Geo.t'gc: w~. l'.ii:.:(;l) r ~!L.:i':I".~,t1:',
by his Deed da ted ~rarch 24. .941 and
r.ecorded in tne Rtcorcler'a Q 'fic~ in
and for said Cumberland COUlL y in Deed
took "E';, Vol. 12, I-'gge 404. ,~ra:Jtcd
and conveyed unto Wilbert F. Sunday
and Margaret A. Sunday,his w fe.
2. Being the same 13.26 a res which
Bertha 11. Hull. widow. by h('; r:e.!d
dated April 13, 1950 and rec rded in
the RecordeJ;" s CHico: afore,; rd ir: Deed
nook "K", Vol. 14, Page 3, g anted and
conveyed unto \ol11bc,rc F. 8U'l.e~ :~). ~rL,i
Har~arer. A. Sundav, his wifo
:3. Being tne same 14.9 ])\.! ';;h!lS \~hi.cil
the School District of 11iddl 'sex Town-
ship by ite Deed dated Jan. ~4, l\i:l:l <.lr:d
recor.ded in the Recorder 'sO fico afore-
said in Deed llook "Y", Vol. 8. P!l~C ~lO,
~ranted and conveyeu unto Wi bert F.
Sunday and Hargarat A. Sunda , his '.vife.
Valued at average upprais 1 280,OlO.00
10.
Ccrn, at 931e price
5,0 0.25
T01'AL
.Si27.52 .}9__
TOTAL
If additianal space is necessary, use aw' x 11" sheets.
VALUE OF
DECEDENT'S
INTEREST
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DEPARTMENT
VALUATION
{OFFICIAL USE ONL Yl
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include ~II property, real and personal, owned by the decedent jointly with another
party or parties as joint tenanlS 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 "8." 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,
r-' 'T:! 0 n 6 t"1 >- ::;;
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LAST "ILL AND TESTAMENT
I, WILBERT F. SUNDAI, of the Township of North Middleton,
County of Cumberland and Stat. of Pennsylvania, being of sound
mind, memory and understanding, do make, p1&bl1sh and declare
this to be my last Will and Testament, hereby revoking and 1llak1ng
void all former wills, codicils and other testamentary dispositions
by 11I8 at any time heretofore made.
1.
I direct my Executors, hereinafter named, to pay as soon as
practicable after my decease a~ my Just debts and the expenses
of my last illness and burial.'"
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I give and devise my undivided one-eighth interest in and
to that certain piece or parcel of land situate on Twenty-ninth
Street in the Township of Swatara, County of Dauphin and State
ot PeMsylvania, to my beloved wife, Margaret A. Sunday, for and
during the term of her natural lite. Upon her death, I give and
devise the said property to my children, Walter D. Sunday and
I..
Diane.1. Beam, equal.ly, share and share alike. Should, however,
either of my said children predecease my said wife, then and in
that event, I give and devise the share of such deceased child,
had he or she survived me, unto his or her issue per stirpes.
Should all of the tenants in common in and to said pBce or parcel
of real estate elect to sell and convey the said property during
the natUral life of my said wife, then and in that event, I direct,
euthoriao and e~o.er my Executors, hereinafter named, to sell and
dispose of said real estate, at either public or private sale at
their discretion, for such price or prices and upon such terDIB and
conditions as to them may seem best, and to sign, seal, execute,
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acknowledge and del1ver all such deed or deeds of conveyance
as may be requis1te and necessary for the proper conveying of
the same to the purchaser or purchasers thereof in fee simple.
Should the sa1d real estate be thus sold and conveyed, then and
1n that event, I g1ve and bequeath the proceeds thereot unto
my here1nafter named Trustee 1n trust for the uses and purposes
here1nafter set forth.
.'
3.
I g1ve, dev1se and bequeath to my sa1d wife, lIargaret A.
Sunday, hit heirs and ass1gns, absolutely and forever, one-half
of my adjusted gross estate as def1ned 1n the 1954 United States
Revenue Code, less the value of property and interests that have
passed from me to my sa1d wife otherw1se than under th1s para-
graph of my will, but only to the extent that sa1d vaJ.ue 1s in-
cluded 1n my gross estate for federaJ. estate tax purposes and 1s allow-
able as a martial deduct10n under sa1d code.
',-
4.
I g1ve and bequeath unto ench of my sa1d children, Walter
Lo
D. Sunday and D1ane f. Beam, the SUID of F1ve Thousand ($5,000.00)
Dollars.
5.
I direct that my t'xecutors payout or my ron1<1uIlry uotlltll ..:n
death, success10n, trunsfer, estate and inher1tance taxes, lev1ed
or assessed upon or w1th respect to any property wh1ch 1s 1ncluded
1n my estate for purposes of co~puting any of such taxes; I f\~ther
direct that my executors shall have no r1ght of reimbursement for
such taxes from any person who 1s a b~ner1c1ary, transferee, legatee,
or devisee of any of the property upon or w1th respect to which any
such tax 1s assessed or lev1ed.
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6.
All the rest, residue and remainder of my estate - real,
personal and mixed _ I give, devise and bequeath unto my herein-
aft~r named trustees, in trust, nevertheless, for the following
uses and purposes:
(a) To hold the same in trust for my wife, Margaret A.
Sunday, during the term of her natural life; and
(b). To pay the net income from said trust fund quarterlY,
in as nearly equal installments as practicable, and so much of
the pr~ncipal as the Trustees in their discretion may deem ad-
visable for her proper care and support, unto my said wife for
und during the term of her IIlIturH.l life; and
(c) To pay the principal of said trust, after the death of
I..
my said wife, unto my children, Walter D. Sunday and Diane ~.
Besm, in equal shares. Should either of my said children pre-
de~e'lse me, then and in that event, I direct the share of said
deceased child shall be paid to his or her issue per stirpes.
7.
In acting as Trustees, the trustees shall have full power
and authority, in addition to the powers conferred by laW, in
their discretion, to:
(a)
To hold in the form of cash, awaiting distribution
or desiruble investments, such portion of the
Trust Estnto ns nt /lilY time nfl/I from timp tr)
time the Trustees in thoir <lisorotion IIhall
deem advisable, without liability to account
for interest thereon;
To retain any or all securities and other
property, real or personal, which at any time
may be or become a part of the Trust Estate, as
well as any property into which the same or any
part thereof may be converted by reason of any
reorganization, recnpitalizRtion, merger, li~u1d-
ation, consolidation, exchange or other transaction,
for such time as the Trustees shall deem advisable;
To grant, sell, bargain, convert, assign, convey,
exchange, transfer or otherwise dispose of, or
grant options with respect to, any or all se-
curities or other property, real or personal,
(b)
(0)
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at any time constituting n part of the Trust Estate,
at public or private sale, for such considerntion as
the Trustees shall deem advisable, and without liability
on the part of the purchaser to soe to the application
of the purchase money or to inquire into the validity
or propriety of such sale; and to make, execute, ack-
nowledgo and deliver good and sufficient deed or deeds
for any real estate, conveying title in fee simple free
and clear of all trusts;
(d) To invest and reinvest the Trust Estate or any part
thereof in any kind of property, real or persQnal,
including without limitations, mortgages or mortgage
participations, common trust funds, common stocks,
preferred stocks, bonds, notes and other securities,
regardless of whether the same are legal investments
for trust funds now or hereafter defined by law, whether
by statutory enactment, judicial decision or otherwise;
(e) To manage and operate all real estate at any time here-
under; to lease all or any pp.rt of the same for such
terms and rentals and upon such conditions as the
Trustees shall deem advisable, notwithstanding the terms
of such lease may extend beyond the life of the trust
hereunder; to make improvements to or upon the same;
to construct, demolish, alter, repair, maintain and
rebuild buildings and other improvements; and to use
other assets of the estate for such purposes;
(d) To make distribution of this trust in kind or in money,
or partly in kind and partly in money.
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In the event my said wife and 1 ale in a common disaster, or
under such circumstances that it cannot be readily determined which
of us died first, it is my will that she shall have survived ~,
whether or not I actually predecease her.
9.
I hereby direct IllY Executors, herainllftflr nllmo'l, tr) t1uliv..r
the assets of my estate hereinbefore provideu for either in cnsh
or in kind as the Executors, in their sole discretion, shall deem
advisable tor my estate.
10.
I heeeby nominate, constitute and appoint, Margaret A. SundRY,
l.
Walter D. Sunday and Diane f. Beam, and the survivors of them, Executor.
-4-
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~BCH^~~n,SBURG, PA,
APl'il,'.:'iTAL l'iflDE FOil THE ESTATE OF, wn.BERT F. SUNDAY, 36 CALVAltY ROAD
aARLISLE, PA.
,:ITCHEN:
lG3C. POTS ,~ PAllS, DISHES----------
WALL CLOCK-------------------------
$ 40.00
$ 30.00
S 90.00
$ 20,00
$ 65.00
$ 117.50
$ 17.50
DROP LEAF TABLE--------------------
6 ":iOODEN CH AIRS--------------------
WOOD~; DRY SINK--------------------
WOODEN STAND-----------------------
ELECT. p~FaIGER^TOR----------------
:>:/,S'~B,{ 1EDROOJ~:
3 PC. 3EDROOM---------------------- $ 65.00
2_HOODEN CiI.GilS-------------------- $ 12.00 PAIR
BOOKCASE & 300KS------------------- $ 50.00
ST~~D------------------------------ S 2.00
9 X 12 RUG------------------------- $ 6.00
PICTU~S & MISC. ITEMS------------- $ 7.50
2\1D, BEDROOM:
,
DROP CEJlTER MARBLE TOP DRESSER----- $ 87.50
Mft.lt.BLE TOP DRESSER----------------- S 97.50
C~IE ROCKER------------------------ $ 25.00
CANE BENCH SEAT-------------------- S 17.50
4 DRW. CHEST OF DR\~S.-------------- S 20.00
9 X 12 RUG-----.------------------- $ 7.50
',1oom::; STAND W/DRW.---------------~ S 12.00
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FARMERS TRUST COMPANY
mll WrST HIGH f,/l1I r I
CA'Itl51.f:, I'ENNSVLV""IA 17011
(W,"'.),,"',..
:
February 9, 1981
William L, Sunday, Esquire
39 West Main Street
Mechanicsburg, Pa. 17055
ReI W, F, Sunday accounts
Dear Mr. Sunday,
FOllowing is a list of Certificates of Deposit for the above which
matured or were redeemed in 19801
C.O. 11505 $14,000.00 dated 7/31/75, registered W. F, Sunday
or Margaret A. Sunday, redeemed 5/28/80
C.O, 12888 $ 6,000.00 dated 7/30/76, registered W. F. Sunday
or Margaret A. Sunday, redeemed 5/28/80
C.O. 13557 $ 4,000,00 dated 12/31/76, registered W, F. Sunday
or Margaret A. Sunday, matured 12/31/80
C,O. 13567 $ 2,000,00 dated 2/3/77, registered W. F, Sunday
redeemed 5/28/80
,
The statement savings account number 1-262876 in 1980 appeared as
a combined statement with checking account number 4-41104, which was
made joint according to bank records on 10/23/50,
However, on 1/2/81 the account was made into a joint NOW account,
with the balance of $46,628.24 being transferred from savings account
nUh~r 1-262076 into checking account 4-41104. A copy of the bank
statement is enclosed, as well as a printout of the closed savings
account number 1-262876.
Ws trust that the information furnished will be adequate for your
records,
Very truly yours,
FARMERS TRUST COMPANY
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REP/lva
Robert E. Preston
Treasurer
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JOS~PH McGRAW 0 Arrr'/I.ls. Properly (onlUII.nll .,
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HllRD Ontl HAlu.:rr :,TRl.':C;T"" I,Hl')Vfll;, PA,
INCO:-1E b J.uDY
The original lease ,~as dated ~lrorch 29, 1969 for a period of ten
ye.:rs, It \~as l:enewed by Agreement dated January 8, 1979 to be effect~
ive March 1, 1980 for a period of five years, expiring Febr.uary 28, 1985
at a new rental of $30,000, annually with the following conditions:
Tenant pays all utilities; all taxes and insur.ance increases
over the base year;
Condemnation clauses are standard;
The owner provides the maintenance of exterior building and
roof, (By practice, the tenant, Bell Telephone, ap-
pears to completely maint::lin the property with no
expenses incurred by the o;.mer,)
In view of the obvious relationship between the parties, while
the lease renewal expires in 1985, there is every indication that it
will be continued indefinitely for the follotJing reasons:
1. All prior renewals were 'basl~d on an agreeme~t on the
renewal rent between the parties;
2, The construction of 'the new garage building by Bell
Telephone at the rear would certainly indicate mutual-
ity as to longer renewals,
Ther~fore, a fair representation of a remaining time is considered to
be ten years. The leasehold value, thus, represents
1, The present worth of the annuity of the net income for
the remaining period of ten years, discounted at 15 % ;
2. The present or reversionary value of the property when
r,;turned to the owner ten years hence at 15%.
JOSEPH McGRAW
IIpPfD;s.fs . Prop<rIY Consuflonls
o
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THIRD ood MARKET STR.ETS, LEMOYNE, PA.
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REV..UI4 EX+ (500801
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
GJ Original
o Supplemental
o Remainder
File Number
21-81-0067
Estate Name
Wilbert F. ~dav
Date af Death
January 21, 1981
Sacial Security Number
REPORT OF INHERITANCE TAX APPRAISER
I, the und.rslgned duly appaint.d Inh.ritance Tax Appraiser in and for the County of Cumberl~nd
Pennsylvania, da respectfully repart that I hovo opproi .ed the r.o1 and personal property as reported in t a foregoing
return at the values set forth opposite each item In the last column to the ri t in 5che s II A", liB", "Clt, and "E"
Dated: November 23, 1 981
ADJUSTMENTS REMAINDER APPRAISEMENT CODE
INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE OHLY)
Real Property (Schedule A) $ 46 342 49 00+ 92+
Personal Property (SC'hedule B) ..z.j~i-tI :ft' ~,') '0+
J_._ ,.
Jolnt.Hold Prop.rty (Sch.dule E) NONE 2lH
Transfer. (Schedule C) NO E 30+
TOTAL GROSS ASSETS ~R 17, ft,.J<,
Le.. D.bts and Oaductlon. 40- 93-
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Life Estate Mn FACTOR PRINCIPLE VALUE CODE
o Annuity
FOR USE OF REGISTER ONLY
Tax on $
CODE
COMPUTATION OF TAX
$
$
$
$
6%
Tax on $
15%
Tax on $
Tax on $
Tax on $
$
Exemptions
Total Estate
TDT AI. TAX
INTEREST FROM
BALANCE
$
$
$
TO
Leu Credits
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
S
+ $
=
$
s
+
=
BALANCE
S
S
S
INTEREST FROM
BALANCE DUE
TO
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