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HomeMy WebLinkAbout81-00078 ,'." . t) , . ,Ill , " ~ , i rI.l I m ;1 I ! i . Il:t l . I :I i , , : """" ex) . ..... "".C\I - o ." .0 z Jj J!! ~ ~ 6 ,- -> .., ~ '- I, ~ r..;:, ,-.' , Q- ~w ii: l.!~'- 0' :'i~ Cpi.. ~:4; C.1(:- .... O~~ u..:L...' - :.~::: 0:- 01- a Ow a:~ ..., ..~..~ 0", c;.l- Uw UJ:::> ~o:: ~ -,U I' CO . u I. I':;" I.: ~: L'.. l..:-" C- o L,..' EJl.:i at; "'- OCJ Uw Wo:: 0:: .() ':"t '-"j"'- ;':~ c:: Vl,_. ~.:~ ~:z :::.;:: 0._.1 ();:o::. Ow '<0 "":E "';:, ':ju u ~ c.. ~ .... ::z: .0:: ..., ~ r"~~ v ?fr~ / . r? .~';7 C',l"r ,.. ,,)I...) r' . uasuoa .~ ul.{o!, 'U!Un^lhSUU~d 'hluno;) pUUIJ~qwn;) . 'P!IlS~JoJn JU~h pun hllp ~llIln~s In!~!J.lo pUll punq hUJ SS~UI!M 01 p~IUnJ8 ~J~^,-' ^.Ill~Ua~~saJ. SJ~ll~l 'p~slla~~a al Sn.Ill:J JO~lnl- uasuoa 'W liIUP:!I JO IU~llInls~~ pun II!M Isnl ~lll p~pJO~~J pun p~lnqoJd SUM ~J~41 '-61"O'Y' 18 A.:llln.Iqaa JO hnp l.{n ~ql UO lllql p~J~qUJ~W~J l! ~8 31lH:)3<< "'! ;;p III i:':I ~ ::l U> ~. S- - ~ "" It ;a 1t I\) ''':I '* " Z 0 -... ,~ ,\D a. f;J ? ,0' :0\ (l) . :' ,0 "" ~ r-.J CO ~, ~ t-' i" ,1~ ::l I ....... -' :;: s: lI:I ! ~. - t-' ~, I .' ~.."'.-() - r ',} :'.' (.;. '. - tl ... ,.... b:l 0 00 (X) ~~ CL 1~i:;, 8 51 r =::~.1 O. :2< :>;' t\l ","'''' ~ ~_J ::jI: 2: 0 "-.J\'; 0'-' :z "" f( "': Ow 00 " '- 'oz:l .. (:J ~:z: ....w ~ w8 lfO:: fO -' u tl (l) .... " (l) co III :00 ~ it-' p.. J~IS!ll~~ /. tv d-n ~~ f) r ~J;U/'i'$ (j~ /.1 ~61 "O'V 61 };.I1i!nut/!' / / v' ';w ;JOJ~q p;q!J~sqns UB, 's~~u1l1!J;qul J;JSUBJ~ 018u!lnI~J Mill ;ql JO SUO!S!^OJd ;ql ql!^' hldwo~ hIlU~8!1!P II!M OS(1l PUY . MBI Olllu!pJO~~1l p~SIl;~;p PillS JO sl!P;J~ puu'lq8p 'sl~llllq~ pUll spo08 ~ql J~IS!U!WPIl hlnJl pUll II~^' II!^' "'I p~SIl;';p , uasuoQ 'W eup:1 JO lU~WUIS~~ pUll II!M ISIlI ~ql JO .1 o:]n:JaX:;I SIl lnql hns pUll ~sod~p SaOp I U..lUl'l" hlnp 8u!~q 'oq^, uasuoQ '"1l u1.jor ~wn~ hllnuosJ~d 'puIlIJ~qwn;) JO hI uno;) ~ql JOJ pUll U! UO!lIlJIS!U!UJPY JO SJ~ll~l JO 8u!lunJ8 pun slI!M JO ~lnqOJd ~ql JOJ J~lS!8~~ ~ql '~w ~JOJ~H aNY1~38Wn;) dO ,UN nO;) :ss ' YIN'v'A1ASNN3d dO H~1V3MNOWWO;) 3AI~V.lN3S1lHd3H lVNOSH3d ,m H~VO I have apprai~ed the following circulated In1ian I'eqd Pennies that are the Edna ~. Donsen Estate coins. ThESE coins are not in very good . JOndHion but are desir:1l11e. i\one are rare coins. ~1_1864-Fair---~3.00 v 1-1873-?oor--- 1.00 yI 1_1875-Fair--- 3.00 ~' 1_1880-Fair--- .50 ( 1-18S1-Fa ir--- .80 y'-'< 1_1882-Fair--..55 ~2_1b86-poor--- 2.00-~ ~1.00 each \1illiam F. li,al'tson Law Offices "enderson Block 10 East !ligl'1 street Carlisle, Pa. 11013 Dear ~r. ~arlson: ., 1-1857-?air--- . (;;5 r 2_1888-Fair 1.70-;;; .85 each I 1-1889-:b.ir--- .85 :} ~. ( ~ "- C). \ /1_1590-$)OOr--- .50 ( 3-1891-800d--- 3.00-@ ;1.00 each I 1-1892 Fa ir--- ,85 ( 1-1593-Fair--- .85 ./ 1-1894-%ir--- 1.00 /1-h"5-Fair--- .50 { 1-1096-GooL- 1.00 ( 1-1898-80 :)d--- .95 ..... ~ '<~ \:i0 ... ~- ~ - --- t\ < tJ ~ - \. ~ ~ ) ~ ~ \\( -/ 3-1900-Fair--- 1.65-~ .55 e~ch 1-1901-Fair--- (l-1902-Good--- !1-1903-poor--- 11-1904-GOOd--- .60 .60 .55 .55 1 April 1')81 ~ ,,' --' ? ~ ....... ~ ...~ - -...::. - .b /1 ...... 5 01 -.........;.", ... /J ~ { 1-1905-poor--- .60 {7-1906-Fair-- 3.85 Ii' .55 each ~3-1907-Good-- 1.95c ,G5each 11_1908-Good----- .65 \ 1-1909-Good---- .90- ~ 2_____________0.2_UNknown ~s date:Are very Fad can not read a /'v...--::yJ / &. ' 'lUl'AL: $36,20 <./,4-; /7<' ,- -'\.. Dr. Arthur D.Kahler 220 Glendale street Carlisle, Pa. 17013 1. Did decedent, within two yenrs of dealh, make any transfer of any Inaterial part of his estate without receiying yaluable and adequate consideration? (Answer "Yes" or "No".) NO 2. Did decedent, within two years of death, transfer property \rom himself/ herseif to himself/herself and another party or parties (includ\l1g a spouse) in joint ownership? (Answer "Yes" or "No".) ...NO- 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the followjng information: a. Age of decedent at time of transfer. b. Copy of death certificate, c. Affidavit by the attending physician indicating the state of decedent's l1ealth at time of transfer, d. All other information supporting nontaxabiljty of transfer. 4. Did decedent, in his/her lifetime, make any transfer of property without receiving a yaluable or adequate consjderatjon therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) NO a. Was there any possibility that the property transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) J'olf'1 b. What was the transferee's age at time of decedent's death'! 5. Did decedent in hjs/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or jmpliedly reserves for his/her life or any period which does in fact end before his/her death: a, The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) NO b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) NO 6. If the answer to five b. above js "Yes," state whether the right was reserved in decedent alone or others. QUESTIONS CONCERNING PROPERTY TRANSFERS 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. Did decedent, 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 operatjon of law? (Answer "Yes" or "No".) NO 9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No".) NO REV.454 EX+ (3.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTL Y OWNED PROPERTY ~. ~\ (Instructions Oil Roversl1 Sldl!J Estate of JJilla M. Dons en TOTAL PE VALUE OF DEPARTMENT ITEM DESCRIPTION MARKET \ DECEDENT'S VALUATION NO. VALUE N INTEREST (Official Use Only) T l. Checking Account No. 182-106555-2, Commonwealth National Bank, Account registered in names of decedent and John R. Donsen, whose name was added October 25, 1975 Date-of-death Balance 384.79 50'7, 192.40 2. Savings Account No. 18-0041330-2, Commonwealth National Bank. Account registered in joint names of decedent and John R. Donsen; account was opened October 14, 1980. Date-of-death Balance Accrued Interest 2,022.86 3.20 100'7, 100'7, 2,022.86 3.20 TOTAL THIS PAGE 2,218.46 .lj/ 1i./~ ~~ 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 und intungible property are to be included. List reai estate first. 1. Describe ail real property as indicated in the instructions for Schedule" A". Describe all personul propertY as indicated in the instructions for Schedule "B". Include the nume, address und 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 vaiue of the decedent's interest. r 'C 0 n ~" t'1 > ::; Z > 0 0 0 tt: v - Cl n c v ....j z "" z r t'1 t'i ~ Z > 0 - 9 r ;;:J - Z Z t'i ....j t'1 ....j z 9 ....j ><: t'i - 9 tt: CIl Z 0 CIl 0 ....j ? .,., "=1 ;;:J ~ I ~ 0 c:> "l1 .. ", - "l1 ,. 0 c::; - z a~ ... - c. >- " ':~s.: r t'':', N :.: ~:, C ,:.;1: I (,;jtf;' CIl W'~-' t'1 c.:.:o~. -,; 0 Q"V' . trJ 02\ :c.-;- Z (.,)t.IJ 0:::; :< \:1cx: ~ ju 10 u -< ><: ~ t'1 t'1 >- > 7-l ;0 I I INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) File Number --2j.=8J.=:.O,016------- REV-oill" EX+ t&ollOI Estate Name _j:dlla t1..,.Dglls.en__.. .---------.-'- Date of Death J anuar:LUI_.19~.1 ------ Social Security Number JB9"D9"AD7.6 REPORT OF INHERITANCE TAX APPRAISER @ Original o Supplemental o Remoinder I, tho und...lgnod duly appolntod Inhorltanco To. Appralsor In and far tho County of C~betl,nd Pon,"ylvanla, do rOlpoctlully ropart that I noVO oppraisod tho roal and p...anal proporty as roporto in t 0 aregolng rotum at tho valu.. lOt forth oppasito each Item In tho last column to the right in Schodules "A", "8", "C", ond "E" Dated: AUfl:ust 14 , 19B1 INHERITANCE TAX APPRAISER = = VALUE AS APPRAISED AaJUSTMENTS CODE (HARRISBURG USE ONLY) REMAINaER APPRAISEMENT CODE INVENTORY 00+ 24,000 14, 2,.2J None 30+ R.ol Property (Schedul. Al $ Per.onal Property (Schedul. B) Jolnt.Held Property (Schedule E) Tronsfe" (Schodule C) 10+ 21)+ _._40,895.-76. ----. 40- TOT AL GROSS ASSETS --------"-- Le.. D.bt. and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE o Lile Estato o Annuity RATE FACTOR -- PRINCIPLE . CODE FOR USE OF REGISTER ONLY Tax on $ 6" " \5% T ox on S - Tax on $ Tax on $ Tax on $ Exemptions Total Estate TOT AL TAX INTEREST FROM BALANCE TO Less Cfftdlts DATE OF PAYMENT OISCOUNT INTEREST + $ S = ,. = BALANCE $ TO 5 5 -- AMOUNT PAID 5 INTEREST FROM. BALANCE DUE VALUE - c:2!o'PUTATION OF TAX S $ S $ s $- 5 $ TAX CREDIT s - - 92+ - 93- ~ \ R EV-4e7 EXt (7-80) COMMONWEAL TH OF PENNSYLVAN1^ DEPARTMENT OF REVENUe TRANSFER IN~ERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT ~, ~.'~'~" ~. rrg)~t~A ""~(y'l" . ~.;l~r!~;;b" [JORIGINAL o SUPPLEMENTAL File No. ___.~.~~1:.9.9}8 Estote of Edna... M. ..DQn~e.!L..._.__..____.___..__.. Coun ty Cumb~rlan.~L... Date of Deoth JanuarY-1.1J_..1981 In the event that any future interest in Ihis estato is Ironsfurred ill possession cr enjoyment to collateral heIrs of the decodent ofter the expiration of any estate for life or for yoors, the Commonwcnllh horeby expressly rt~~crves the light 10 appraise and assess transfer Inheritance taxes al the lawful collateral role on any such futuro interest. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH ASSET SUMMARY DEPARTMENT'S APPRAISED VALUE o LIFE ESTATE DMINUITY TOT AL GROSS ASSETS DREMA~DER __._______._ $ --2!1, 000 00 $ 14,677.30 $ 2.218.46 $ None $ 40,895.76 1, Total Real Property - 5CH. "A". . . . . . $ _24.,.ilil0...oO Unreported $ 2. Total Personal Property - 5CH. "B". . . . $ 14,677.30 Unreported $ 3. Tot~1 Jointly Owned Property - 5CH. "E" $ 2,218.46 Unreported 5 4. Total Tro'nsfers _ 5CH. He". . ,', , . , . $ .........None Unreported $ TOTAL VALUE $ I do hereby certify that Ihe above oppraisement is mode in conformity with Pennsylvania law and has been filed this day with the Register of Wills. ~_ ~ /J /_ 7f-' ~.~,---/..,fc'71?:...,.'-t.~/-J',-, August 14, 1981 (. APPR~lSER---f DATE RECORD': R:::Gi'-:-" ',. '81 AIIt 24 1'1)',:" CLEt;:,~: .I,.;,;-<i . .,,' cu..lr,Fe.:, . ';,j "'~ ~ . ...~ ::i P': P': :."In ::;'0 ..: <: ~n;:O z rol rol -,0 0 >- >- r.,rl1 ~;o rol ~,o '" '.'1'1 ;:l -::'2 ...:i ~) ..: ~ ,"1 - ~ .'":') U Z '-, - 0 ~ ~ - 0 :;: 0 ~ P': ~ >to '"' 0 '" 0 Z 0 '" V) >- '"' 0 - ~ Z E- ~ '"' ~ Z Z 0 - 0 P': Z ::t: ...:i ::E < ~ ~ ...:i Z Z E- O ;:l U t.:l Z - ~ '" ~ 0 0 <: ;;: ~ U 0 "" :l COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I. J ss: ......._._..._._._ ______n._____'___ being duly _----61'l.o.r.n- ...,...._ according to law, deposes and says that he is the ExecutoF ___._.._..__.._____..__. of the Est.te of Edna M. Donsen late of the Borough of Carlisle .._, Cumberland County, Pa" deceased and that the within is an inventory made by..... .J.o.hn..R..-Do.W.en-.-. --- - -'-'-'--' the said Executor of the entire estate of said decedent. consisting of all the personal prop..ty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair yalue as of the date of decedent's death. . ~()hn_!,--,-.QOTlsen._ .-----,.--------.-.. .. - ------.,--.----.-.-.--...-.----'- ....L>-C'Vn -z;; and subscribed before me, \ _ /1_~ ~ 0--..,~ -- ~ "Executor. Administrator , .,g., D. 1 Boiling Springs, FA 17007 Address {] " f!.1 .1, . 19 81 )1/ - (", /1' ,{; ~, ~ ci:. <;1..,-,<-~ WILLIAIoA L. EARP, I\"'iory Public Corlir.le, Cumberland Co., PA My Commi:osion I;xpift)S Aug. 13, 198~ Oat. of Death _---lltlL D.y January Month 1981 Year I. An inventory must be filed within three months after appointment of personal representative. 2. A suppiement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. INSTRUCTIONS ", .. ,. ",:,> .. ;:;: ~') (~.! " I.. :-::~ ~', e' N -;(':::; el' I I::::: (L ... w'. (~~-' 0\.... .", 0.:; V) = ,:JI~J c~ 'm ':c::"'('" <'>w "'-- ~cx: ~ ,.Lj~ 10 --'u u ..; to) >- .. :;; w ~ P< ~ '< .. w .. I>. .... ~\ u z 0 0 III .. .. UJ W 0 '" 0 ,.. J: '" i " .. l- I>. u.. I>. Ul C Z ,.. --' Q)' .. ~ 0 u.. -' <( 0 ",\ I>. I W 0 <( W ~I >- ~~ 1\ > z '" g\ ... z 0 c 0 ~ ~ .; 1\ III z 0 '" i\ II ~ Z UJ <( ... I>. I ." ~ C <Ili .. \ - -;: .g 0 .. -" ." .... :j iii, ~ E ... .! 0 , ~ ~ 0 H , --' U u: '" :3 Invenlory of the real and personal eslo!e of EDNA M. J;,tONSEN _deceased. REAL ESTATE: \ ,. ALL THAT ",,,in ."" of land ,ieu." -:-", fiX" y"d of ",. Borough of Carlisle, Cumberland County, Pennsylvania, being kno and numbered as 110 North East Street and having thereon erected a two-story brick dwelling, being more particularly bounded and described in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book "Q", Volume 14, Page 441. Appraised value at date of death TOTAL REAL ESTATE PERSONALTY: 1. Savings Account No. 18-0010944-7, Commonwealth National Bank, account registered in name of decedent. Date-of-death Balance Accrued Interest 2. Certificate of Deposit No. 18-3383, Commonwealth National Bank, registered in name of decedent Date-of-death Balance Accrued Interest 3. Forty-four (44) Indian Head pennies. Value based on appraisal 4. Household goods and furnishings. Value based on appraisal 5. Refund: Belvedere Medical Center, Robert A. Hollen, M.D. 6. Refund: TV Cable of Carlisle 7. Refund: United Telephone Company TOTAL PERSONALTY RECAPITULATION TOTAL VALUE REAL ESTATE: TOTAL VALUE PERSONALTY: TOTAL APPRAISED VALUE: $24,000.00 14,677.30 $38,677.30 24,000 00 24,000 00 I \ o \66 0100 I I' I ~ I \ \ I 114,000 00 1\ 39 52 36 20 \ 400 \50 184 80 8 40 7 22 14,677 30 .' STATEMENT OF PROPOSED DISTRIBUTION BY JOHN R. DONSEN, EXECUTOR UNDER THE LAST WILL AND TESTAMENT OF EDNA M. DOHSEN, LATE OF THE BOROUGH OF CARLISLE, CUHBERLAND COUNTY, PENNSYLVANIA, DECEASED. JOHN R. DONSEN, Executor of the Last Will and Testament of Edna M. Donsen, Deceased, proposes to distribute the balance in his hands, to wit: ~34,533.05, in accordance with the said Last Will and Testament as heretofore filed in the Office of the Register of Wills of Cumberland County, Pennsylvania, as follows: 1. TO: JOHN R. DONSEN, per Item 1 of said Will A. IN KIND: Two-story brick dwelling known and numbered as 110 North East Street, Carlisle, Cumberland County, Pennsylvania, being more particularly described in Cumberland County Deed Book "Q", Volume 14,' Page 441 $24,000.00 B. IN KIND: Household goods and furnishings 400.50 C. IN KIND: Forty-four (44) Indian Head pennies 36.20 .l:.Q.,.096.35 ~34,533.05 D. CASH: TOTAL DISTRIBUTION TO JOHN R. DONSEN WHEREFORE, the said respectfully propuses to Estate as stated above. JOHN R. DONSEN, Executor as aforesaid, distribute the net balance of said /7J) (/ ~ :fuhn R. t. O/17IC4t//A- Donsen, Executor CQ11110NWEALTH OF PENNSYLVANIA) SS. COUNTY OF Cill1BERLAND ) John R. Dons en , being duly sworn according to law, deposes and says: that he is the Executor of the Last Will and Testament of Edna H. Donsen, Deceased; that the facts set forth in the foregoing Statement of Proposed Distribtution are true and correc to the best of his knowledge, information and belief. Jo~~ns~' O~t/~ , . " \""",'; _~:.': i, ' .. (J,!lr.,......;.. .'. 6~~;'~.iit;ld subscribed before me LAW OI'FICtS". ,.,~, ~ '" ,.:}. .\, ;-'. WILL'AM F. MAmO.. p.c;-,:'ihtt!.tI6t!~;~iaay of July, 1981. . - : ~1''7 .' )~~'f '. _ " '(.' - " ~'>i " .'. t ~y.\ 'I;t~~., , ","..J!.!':"'.',t~~c....-~ (. -/- ';i __.... {',. 1 '-, .t--"'''-'l.. WILLIAM L, Fj\RP, l'bto'Y Publle Catli~\c. Cumberland Co., PA My Commi~sien E-,pires Aug. 13, ,.9A L .,l.~' 99 I.ut lfJti 2/09/81 2/09/81 2/17/81 2/17/81 3/11f/81 3/14/81 4/09/81 4/13181 4/24/81 5/12/81 5/22181 6/19/81 6/21181 Roy Gottshall: Appraisal of household goods Belvedere Heclica1 Center: Account Payable P. P. & L.: Account Payable Carlisle Radiology: Account Payable U.G.I.: Account Payable Carlisle Borough: Water and Sewer Mary C. Lewis, Register of Wills: Payment on account of Pennsylvania Transfer Inheritance Tax (Note: Payment of this sum at early date entitled Executor to a credit or discount of $89.47) Arthur D. Kahler: Appraisal of coins P.P.& L.: Account Payable U.G.I.: Account Payable P.P.& L.: Account Payable Borough of Carlisle: Sewer and Water P. P. & L. $ 25.00 291. 00 6.52 11.00 39.00 12.95 1.700.00 10.00 3.94 39.50 3.96 12.96 3.78 TreAccountant reserves the following sums to be paid subsequent to the filing hereof: 1. William F. Martson P.C. Reimbursement for Costs Advanced, as follows: 1/19/81 Register of Wills: Probate Costs ~30.00 1/20/81 Recorder of Deeds; Copy of Deed .50 2/05/81 Cumberland Law Journal: Advertising Executor's Notice 18.00 2/26/81 The Evening Sentinel: Advertising Executor's Notice 18.00 7/02/81 Register of Wills: Fee for Filing Appraisal and Inventory 9.00 TOTAL REIMBURSEMENT 75.50 1,200.00 400.12 240.00 191. 00 $ 6,267.89 2. William F, I~rtson, P.C.: Attorney's Fee 3. Mary C. Lewis, Register of Hills: Balance Due, pennsylvania Transfer Inheritance Tax 4. Reserve Account for payment of Realty Transfer Tax 5. Reserve Account for filing Account, Releases, Closing and Miscellaneous Costs LAW OFFices WI1.LIAM F. MAAT60N. p" C. TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: !. .'~~; U'.. f' . 1.' 0"'0. -2- ..., "L'L U PERSONALTY - INCOME ACCOUNT DEBITS The Accountant charges himself with receipt of the following items of income from personalty: TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY - INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from personalty-income: TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with receipt of the decedent's real estate, as follows: 1. ALL THAT CERTAIN TRACT of land situate in the Borough of Carlisle, Cumberland County, Pennsylvania, being known and numbered as 110 North East Street, and having thereon erected a two-story brick dwelling house. IT BEING the same property which Marshall W. Spotts and Dorothy H. Spotts, his wife, by their deed dated May 26, 1951, and recorded in the Office of the Recorder of Deeds in and for the County of Cumberland and Common- wealth of Pennsylvania in Deed Book "Q", Volume 14, Page 441, granted and conveyed unto Herman H. Donsen and Edna H. Donsen, his wife, as Tenants by the Entireties. The said Herman H. Donsen having died November 14, 1972, title vested entirely in the said Edna H. Donsen, a/k/a Edna M. Donsen, Appraised Value TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: LAW OFFIces WIU.IAM F. MAnT&ON, P. c. _ 3- l ~I.~; lI:"v i;,vL Idu $ NONE i;l NONE $ NONE i;l NONE g24,000.00 $24,000.00 GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are ciaimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tomhstone or grove 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 allowable only against assets which pass by a will or by the Pennsyivania Intestate Laws. c: 'C 0 n > t'i ~ :'J ;J> 0 0 0 CIl Z C1 n c 0 ;; z ?: z t'" t'1 t'1 ~ Z ;;:J 9 - 0 t'" Z Z t'1 ....j t'1 ....j z 9 9 ....j -< tt: t'1 - CIl Z 0 CIl 0 ..., .." ,. 9 .." ~ ~ 0 .." 0 .." - Z C"'l - > t'" c: '" t':1 0 Z t'" -< -< -< t'1 t'1 ~ > >- ,. ,. INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the ciaimant'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. 'slqap alII GUIAud JOj AlIl!QISUOllSOJ (1111 POU1I1SSU SUlI OlIM UOSJod alII Aq pauG!s aq lsnw WJOj a41 'L 'pauJlulo Gu[aq lqap 400a jO lunoUJe a41 Jalu3 '9 'PaLl/!1l10 l'lop qOlla JO) lIUl'llOO s~JewaJ aqlu! UOllouoldxa japq 0 ap!AoJd '9 'aaAod 400a jO sawou a41 JaW3 '\7 'Plod JO/puo pOJJnOU! SIlM Iqap 400a 'lO!4M uo alop a41 Jalu3 '8 'pols!I wall 'looa 01 sJaqwnu aA!lnOaSUoo u6/ssV' .~ 'lIwnloO lllnowo 041111 POll/IOIO 11l1l0UIP. oql pliO uwnloO s~JowaJ a'll uI "UOlldulaxa Al!woj" Jalu3 'Iuapaoap aLJl 01 d!qsuoIIOIOJ Joq/slq pUll SSOJppll 'owou s,luowlolo aql aloo!llU! 'paW!OIO 6u!aq S! 1I01ldwaxa AIIWOj a'll jl 'l ":I,, 31n03HOS DN/l31dil\lOO ~O:l SNOllOn~lSNI Cl: i>: -<: oof, ~ !:= w >- ;... ...l '" cD Z Q~ ",'" 0 ~ ~-:::.IJ j'll'" W i:~A ",<'> ._0 CIl +'1.1 - :/):1:1 :;) -;,:', :.;~ .- --10 .--......, ;',~ ...l ~.~. 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UJnla~ XOl aouolpaqul alII UJOlIM qllM slllM )0 JalSl6a~ a'll jO IOAOJddo a'll OllOa!qns aJo alOlsa UO Isu!o60 paw!olo 6u!aq slqap IIV' 'Ja~JIlll1 OAOJU .10 ollolsqwol 'lollopnq 0 jO ISOO a'll 6UIPnl01l1 sasuadxa lopnq pUO IOJaunj 'saaj AJo!onPlj 'saa) AauJono 'lJOIlOJlill/IUlPO JO 1600 oql fiU!lJnIOlJl alqowlelo aJO swall Ja'llo 'alOlsa JO Iuapaoap a'll Aq paJJnolll slqap 01 uO!lIPPU u/ 'OIOliO OlqoxOl JOLJ/SI4 ISll/OOO alGIIonpap aJO 410ap Ja'l/sl'l 01 Jopd Iuapaoap a'll Aq paJJnou! sa!I!lIGO!l pa!lSllesl/n NOI.LV'iI\I~O:lNI XV'l30NV'll~3HNIl't~3N3D LAW OFFICES WILLIAM F. MAflTSON. P. C. . IN RE: ESTATE OF EDNA M. DONSEN, DECEASED, LATE OF CARLISLE BOROUGH, Cill1BERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COM}10N PLEAS OF CUJ.lBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-81-78 DECREE AWARDING REAL ESTATE AND NOW,~ ~ , 1981, the First and Final Account of John R. Donsen, Executor of the Estate of Edna M. Donsen, together with a Statement of Proposed Distribution thereon, having been presented to the Court on August 25, 1981, and the same having been confirmed and distribution awarded in accordance therewith, the Court does hereby award, decree and confirm unto JOHN R. DONSEN, his heirs and assigns, all the right, title and interest of the said Edna M. Donsen in and to the following described real estate: ALL THAT CERTAIN lot of ground, with the improvements thereon erected, situate in the First lVard of the Borough of Carlisle, County of Cumberland and State of Pennsylvania, bounded and described as follows: On the East by North East Street; on the North by property now or formerly of William Tarman; on the West by property now or formerly of Marshall W. Spotts and Dorothy H. Spotts, his wife; and on the South by other property now or formerly of Marshall W. Spotts and Dorothy H. Spotts, his wife, of which this property was formerly a part. Containing Eighteen (18) feet, more or less, in front on North East Street and extending in depth Forty-nine (49) feet, more or less. HAVING thereon erected a two-story brick dwelling house, known and numbered as 110 North East Street, Carlisle, Pennsylvania. BEING the same premises which Marshall W. Spotts and DorothyH. Spotts, by their Deed dated May 26, 1951, and being recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book "Q", Volume 14, Page 441, granted and conveyed unto Herman H. Donsen and Edna H. Donsen, his wife, as Tenants by the Entireties. The said Herman H. Donsen having died November 14, 1972, title vested entirely in Edna H. Donsen, a/k/a Edna M. Donsen. The said Edna H. Donsen, a/k/a Edna J.I. Donsen, died January 11, 1981, and Letters Testamentary were issued on February 4, 1981, to John R. Donsen in accordance with the Last Will and Testament duly probated and appearing . l"(":i .. G9 BeLlI uu f.,:t ';:: -1-