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Home My WebLink About81-00115 ~ ! . I l>l ffi ~ S ~ i4 ~ ~ . ~ ~ :a: 114 .' ,.; I =: ,... . ~ o-'l . ~ 0 I:l; ,... ex> w- I .0 ,... .(\1 ~ . l! ~ 0 z III IIEC\STEIIOF II'I\.\.S of ,,",," ."""""""""."."".". C()UXTY XO. l'ETITlOX FOil 1'1I01!.ITI': OF II'I\.\. "i'\1l \.ETTI':IIS of "IJ~\IXISTII"TIO;" 0'\1 TEST,\\1E;..TO ,,~XI':~:O \.F,TTEIIS OF W~\IXISTI\.I'\IO~ IlE 1I0X\S ;"OX \.ET'Il:IIS OF ,II)\\IX\STILIT\O;" DE BOX IS "oN Cl!~1 TESTA~IEXTO "Xi'\I':XO ill 1111' Eslal" IIljp,-:I!p.uC."I1:t.'.6"t,~,~".""" d,.,...a,,"\. I'...itillller{ s) .,W.I.l/!1:.+1""r.7lPt+.f.!&, ,,,,,, ."",,,,,,,,,,,,,,,,,,,,,,,,,"""""""'" alle~"'sllhat' h ;lpply 1. I'...itillller(s) .......IW'.lItl'.IIBl' y,'ars 111 a~" IIr 111<1.-, ,md al'l'li,'s IlIr I"'h'rs 01 admillistl'lltillll ""'P."TJ."A!..,,,g~,T.,A,,,,,,,,,,,,,,,,..,,..,,,,,,,,,.,,,,,,,,~e al~" "('IIBl"'d ,'slah'" 2, De<"d"1I1 died IIn """."(J.,~""!"l"''''''''I''/.'''''t.."".""",,.,, at ,~,dt.:.,1hl. in 1111' COllnty of ""t!!"tt,tft.I1...lt.1h.,....J Sta'" of """."ty~"""."""':jiJ.:.,,. at Ihe '<:r[ I?'tf.,,,.,,,,,,,,, years: having mad,. .}Vl~ \.asl 11,11 alld Teslanll'nt '~('d 11<(' '1:""''''t' of "".",~",I!. 'f.""""""",,,. AD, 19,?"f. Wherein ..,r.,&", appllinted ".".."c;;r:~."."."&.!""."""",:"""".,,""'~,,IP.,,.""...,, """""""'" Exec",,f.!.{!,,,,, Il'hieh Execll.1::YI,.."" has silll'<' ""d.L':9..d.."",~"~."".".J.!:?t./,.'f,,,,~J"l. ""f":+.,.,,,,,,,,,,,,,,,,,.,,,,,,,,""""'" '~!~~:'b;;;~;'":"~~"~::'=':=:?::'''~':~~' d.h 3, 1.ett"'s lIf A<hninislralinll ~::>:II~'~;'~:"moeded heeao,,' "::Fc.,ll!J.""b.,,~,b.,~~,~..j,,,f'f.1. ".,.~ """"""".".""."."".""""""."".".""""".".""""".",,.,,""""",,. and p,'litinoe,( s) :~ ill "",j"/...J",,. capacity'" Q.{J,~,b..~,f.,~+""J;r.x:.-e.0.d.'~"':""'''''''''''';;:()A ...' , 4. Decedent ,hed domll',led m """"".U'~:;:,t"""""""'''''''''''''''' wllh IllS lasl family or princIpal residence at 7a(k!/.,~~.y.,Ci.'l1/1.?a.;.~rf..~'~;L"i:!:,d(,l!..,tL"",,,,,,,,,,,""'''''''' WitS was 5, (WllI're decedenl died ,,"stale) Decedent was nol married and a child was 1I0t born 10 or adopted by dccedent after execlllioll n[ Ihe will (alld whe,e appli('anl is alle~ed spollse) nor WlIS decedent divorced from applicant after execution of will and at death. 6, The said deeedellt was pllssessed nf Gnods. Chllllels. Hights 0111.1 Crcdils to the eslimllted vlIh", of $.~.9t.tJ(!)6", alltl of lIelll Eslale. to Ihe eslimaled vlIh;e of $"&tf,~"c..,.",,, ns oellr as enn be lIseerlllim.d, Thlll Ihe said H('al Eslaic in so far liS knllwo is 11I(,1I1ed in ."""""""."""""",,""""""""" 21.81 .....t..:; """".""""".""""""".""""""."."""".""""""""""""""""".,,.,,."""""""."""."""""""""".".""""""".,,.,,""""""""""""'" 7, (Wberr' tleeedenl e1ied inleslale as 10 any portion of Ibis ,.stale), Petitioner after a proper seard> has ascertained Ihal dee..deal was snrl'in-d hi' Ih,' [o!lnwing-named persnns ..ntill,'d tn distribution under the Intestate Act of 194i: 1...".."""...".""...""..."."...."."."."."".."....".""..."."."."".."..."..""""""".."."...""".".""."...""""""""...""..."""".."..,,,,.. Name ndaliOllship Hcsidcnce " "..""""""""."..""""""".."...""...""."."..".."."..""""""."".,,...."..."""""""...""".."""""""."".."""."",,...,,""""""",,..,,'" 3.."..".".""..""".."""....,...."."....."""""..""""."".""...,,"",,...,,".."."."."",:"..,:.."":"".:..",:."",:".."".""""......."..,,..,,....... 4, "."..."........"............ ...............".. .""..""""...""...".."....."."..."""."."."..,,.., ......"...".""."..".".""'...."...""".."..",,.,,... 5. ."....,.,......,...~........... 6. .........,......,..........,... ............................,."."....................,................................. ......................"...............,......................... """"....".."......""".......""....".... "..........."....."............".....".... "." ..."...."..".."..............................."..."".."""...,,..,,"""'"'''' ............,..................,......................................,...."...,......................................,........................... apply " Tlwr..fore. p"'ili"""'( s \ rcsl'e('\[n!ly applies for (proh;'t~, nf t1H' willl'resr.p(,.d Ill',ewilh and for) l...le"S/of, liJnil.stratilll' ..~.B,. iV.rf:r..A""",,,,,, (..<.:':iZ."...."". ~"""':,:::. .:~":::"'''''' """"""".'.-/" . a2- !1 .< I :& nated: "". .. ..7"g",.......".." Si~n..d,'~. ," ...::..".. ..<,~4:W3 Jt ;;;3.-; i-~: ;tJT""""~~;::fr,ft"tJ;f;',a; ( (:()~\Il):-;\II;\I,TIJI(IF l;p,:-;S':I,\t~,I:\1 SS ',""~;l/(~~'."." 'F((;~~i..'.'...'. .......~....{J~f~&~.~.......( ':1)':' ~"I'I~li:III1,r( I) ill 11\1' ahlll'<' al'l'h,'a'''"1. h"II'~ dlll\ .J~~. ,,,,,,,oIill"; III I..w "",'( 1 I Ihal 11\1' Ilalt'II\I'II'I ,,":orlh illlhill',"itillll aI<' '"11' '" II" j"" "' ,..h.U.... '"""1"'(~"~1~~~..___':'.~;:;;;~ ~ ...,.Jt1.J~ alld II,h" ,;1".1 ~'~ I. /.,...d-'e.c:z.,(.t"t~../.()~K~ '"P/J},tkJ/.f/ ..... 1:1,: ..<:zlfut..(!.....~t,e.(~;;;;; FiJr.d. May 13, 1982 ..............."...,...........,.....,...............,,,..."......... .............."...."........................,',.....,."....",......., <;z Allllr""y)i,/m/"11\1 ,Idd,ess ...........}..,..~...L,...u....b..~'A~'~........fJ".' ,..".., .0!..,,6..~..1J...ri-.., l....'f.r-..,l5t.'l..Yi(.....,J4. 7 /7 - .)... '3 " - 9...f77 17/(JcP- " ~. :;.~ OATH OF PERSONAL REPRESENTATiVE , ,. I c. u" ':'1' I)";' 0":' u":'; C~MON~EAL?R OF PENNSYLVANIA t" COUNTY OF CUMBERLAND r ........,......"....,,!&,t.!!r..~"~.,..,.....b..,.,{fA,.71,,~,..,.,"",.",.."""",.,..,..",."..,"',......".., ,.'..~l petitioner(s) being duly ............('t:W~....................... a~dillg to law do-f~.L.... yepoRe and Jay that as the admlnistr~,(J:(J.I!.'/'f 'llie eRtate of """, """,U.,t;?, ~ .r.J.,.,:,!,!.,.."."r..t::!.,~,." ,h~,r.I,,~".'''''''.''.''..'.. ~~~.~~~~~..::::::L:::::::::";;..;;;..;~~;;";;;;;;..~;.~.;;";;;;~;;;.i'~;'~;:..~~~'~~~;;~';;~;;.~'~;:~~~;~.,..;..;~~~~";;;;;;'~~~~;~~.~;'~~;~ deceaRed, according lo law. And ubo will diligently comply with the provisionR of the law relating to Transfer InheritanceR. ..".....S,.t:u..~."".."..",."..,," and RubRcl'ibed a------<~ ., ~:;;:~}&11:) A D; "EJL~~~62~"L~ R~t?jtUj.."..",,,:.r~WL.'..'..''''....... ..",.",..,."",..,."""",.......,.,',."."......"....."....,.....................,. DECREE Be it rememhered thi't lJJl U'~iT.'l'l~tJ:I...",,"....... day of ........."..."..M.ay..."".",."...."... A. D., 19,82..... ..' .... . . . Joanne M Lanshe Letters of Adm1l11st1'lltlOn 111 the eRtate of ...."."."".. ...""""..""..".~.."""...........,,""",..........,,..,,.....................,... .,..,. ,......" "... ..". ".",,,.,..,,,,',..,' ...."" ,,,,.,,,.,,,,,,.,.,,,",. .. late 0 f ,.".."".., C,llmP.. ,Hill, ......",....,.......",.....",..."."......,. Cumberland County, PennRylvunia, deceaRed, were g1'llnted to "..""....,W.PJJ~",r..~"'g.\l::r:,r................... ....,..............,..,,,,,..,,,..,,,.,"''''''',.,,'''',..,,.,''',.,.,",,,..,,..,..,,,...,,.......,,,,,,.,',..,",.,"',.,,....,",.."..""........"........,..........,......"., WitneRR my hand and ol1icial seallhe day and year ufore~}~ a L . I ..,"',."....."//..(d/7"'.'f.....:,~~~~~.. .., '1 .' !:wv_!~ A. During the lifetime of my husband: 1. The entire net income shall be paid to him at least quarterly; 2. As much of the principal as the Trustees may deem advisable for the welfare, comfort and support of my husband shall be either paid to him or applied directly for his benefit by Trustees. B. Upon my husband's death or if he shall have pre- deceased me or died on or before the sixtieth day following my death, said Trustees shall maintain the principal of 'or remaining principal of this trust and any other funds which may be added thereto from any source, IN TRUST, for the benefit of the following named beneficiaries: NORIE JANE CARR, JOHN LANSHE CARR, ISABEL L. CARR, MARY KATHYRN CARR and HELEN ANNE CARR. Trustees shall, in instituting said trust, divide the principal thereof into five separate and equal shares, one for each named beneficiary to be administered as a separate trust for each named beneficiary. C. Trustees shall payor apply so much of the income and so much of the principal of the separate trusts held for each such beneficiary as they, in their sole discretion, deem ne?essary for his or her welfare, comfort, support and education, such education to include, but not be limited to undergraduate, graduate and professional schooling so long as the beneficiary maintains the scholastic standards of the institution or institutions attended, 0, When each such beneficiary shall have attained his or her twenty-fifth birthday, Trustees shall compute the then remaining principal and any undistributed income of the trust held for his or her benefit and shall distribute the same to him or her absolutely at that time. .. " CC>n?~?~ " 7Jz d~~J I (/ ...' .' " E. In the event that any named beneficiary shall have predeceased the institution of such trust or died during the term of the trust established for his or her benefit, the principal of such beneficiary's trust shall be paid to such beneficiary's issue then living, per stirpes; if none, the same shall be paid to the survivor or survivors of such named 'beneficiaries in equal shares to be added to and administered as a part of the separate trusts held for their benefit or distributed outright to those who have attained the age of twenty-five. ITEM IV. If any person entitled to share in the trusts created herein be a minor at the time of distribution to him or her, such shares shall be held for such person by the CUY~ERLAND COUNTY NATIONAL BANK AND TRUST COMPANY of New Cumberland, Pennsylvania as Guardian with power to: A. Invest such property and all accumulated income; and B. Use income and principal for such person's maintenance and education, either directly or by payment to any person selected to disburse it, whose receipt shall be a complete acquittance therefor. All unexpended principal and income shall be paid to such person upon attaining their majority. ITEM V. In addition to the powers given by law, Trustees shall have the following discretionary powers applicable to all real and personal property held by them, including property held for minors, effective without court order until actual distribution: A, To retain any property received by them; B, To invest in all forms of property without restriction to investments authori~ed for Trustees; C. To operate any business, cause or join in any incorporation, partnership, recapitalization, merger, reorganization ~F~c2k,g~~ Ii l/ . ! " or voting trust plan and to delegate authority ~Iith respect theretoi to deposit investments under agreements and pay assessmentsi and generally to exercise all rights of investors; " D, To hold investments in the name of a nominee; E, To compromise controversiesi F, To exchange or sell for cash, property or credit, "publicly or privately, or to lease for any 1;erm regardless of the duration of the trust hereunderi without liability on the purchasers or lessees to see to the application of the consideration and to give options for those purposes without obligation to repudiate them in favor of a higher offeri G, To allocate items of receipt or disbursement between principal or income as they deem equitable regardless of the character given such items by law; to distribute in cash or kind or partly in each at valuations fixed by them; H, To borrow money, including the right to borrow from any corporate , trustee and to mortgage or pledge as security or to hold its own stock if a corporate trustee; I, To exercise and dispose of warrants; J. To loan to and to buy property from the estate, even if Trustees are also acting as Executors or Administrators thereof; K. To apply income or principal to which any beneficiary is entitled, directly for his or her comfort, maintenance and support should they deem such beneficiary incapable of receiving the same by reason of age, illness, infirmity or incapacity, or to pay the same to such person as they select to disburse it, . whose receipt shall be a complete acquittance therefore without intervention of any guardian; () 2 ,! r-r;; -n,nJ2. /YJ1 ( L , l/ :~/.1~ ! L, rl'o assume continuLlnce of the Gtatus of any beneficiary with reference to death, marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements " made on such assumptions; M, To permit the proceeds of any policy to remain with the issuing insurance company even though the amounts payable to such beneficiary exceed the amount otherwise payable thereunder and encroaches upon principal or income which would otherwise accrue to ,another person; N, To advance funds without reimbursement for the payment of estate settlement expenses and all taxes by reason of my death, excepting, however, that benefits from a qualified employee plan received by Trustees shall not be used for paying of any portion of such costs; o. All principal and income shall, until actual distribution to the beneficiary, be free of the debts, contracts, alienations and anticipations of any beneficiary and the same may not be liable for any levy, attachment, execution or sequestration while in the hands of the Trustees. ITEM VI. The initial Trustees of the trusts created herein shall be WILLIAM F. CARR and the CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY of New Cumberland, Pennsylvania. Upon the death or incapacity of WILLIAM F. CARR, the CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY of New Cumberland, Pennsylvania shall continue to serve as sole Trustee without the appointment of a Co-Trustee to fill such vacancy. With respect to the discretionary powers given to my Trustees in the trusts created herein to distribute amounts of principal, I hereby direct that until such time by reason of death or ~f O"-77/]?/I,/~_h1. ~~. 'j /} vso -5- incapacity, that WILLIAM p, CARR, shall cease to act as Trustee hereunder, he shall solely determine the exercise of such discretionary powers and the amount' or amounts to be distributed pursuant to the exercise of such discretionary powers and my Co-Trustee, the CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY, shall not participate in any such decisions. If, as aforesaid, WILLIAM F.' CARR should, by reason of death or incapacity, cease to act as Trustee hereunder, then my Co-Trustee, the CUMBERLAND , COUNTY NATIONAL BANK AND TRUST COMPANY shall be vested with such powers. ITEM VII. I appoint my husband, JOHN L. LANSHE, as Executor of this my Last Will and Testament. Should my husband fail to qualify or cease to act as Executor, I appoint WILLIAM F. CARR as Executor of this my Last Will and Testament. Should WILLIAM P. CARR fail to qualify or cease to act as Executor, I appoint JOHN LANSHE CARR as Executor of this my Last Will and Testament. Should JOHN LANSHE CARR fail to qualify or cease to act as Executor, I appoint the CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY of New Cumberland, Pennsylvania as Executor of this my Last Will and Testament, No bond shall be required by my Trustee or personal representative in any jurisdiction. ITEM VIII. In addition to the powers given them by law, my Executor and Contingent Executors, in the administration of the assets of my estate, while administered by them in such capacity, shall have the following discretionary powers applicable to all assets held by them: A. To retain property received by them and to invest in all forms of property without restriction to investments; B. To operate any business, corporation, partnership, or enter into any recapitalization, merger, reorganization or voting trust plan and to delegate authority with respect thereto and to deposit investments under agreements and pay assessments and to exercise all rights of an investor; ~ Eo< . Z a ~ !or " " ~ = w ~ w Eo< 0:: ;:I " ~ Ul Ul .. " ~ ~ == . " . 0 m :. Eo< w ~ % m . u H 0 x ~ Q " u 0 ~ " III ~ [:;1 , 0 w m ~ . 0 :;: . ;.. z ~ < r.l " ,: H ~ ., " ~ ~ 0 H Z % H Z -.: N :;: ~ 01 M ~ Il. N = Eo< I-.l = Ul ". ..: ~ H '. . . . OATH OF SUBSCRIBING WITNESS COMMONWI!;AL'I'H OF PENNSYLVANIA / ss: COUNTY OF CUMBlmLAND \ 81 This............,.,.....,...(?::!!:I",...",. ",.."....,,,........,,..... day of ... ,.............,.".~.~~.~~~.7.r..........."..,',....., A.D., 19.~?' Mary C. Lewis before me R:J""d E. A..d~.."'R, Register for the Probate of Wills and granting letters of Administration i~ for said County of Cumberland, in the Commonwealth of Pennsy~a~l, personally came .............. .:I?!.J..~.(?J..../,...,(j?k.el......'t;.,....:3t:':?4.j~..A:...U.~.qt./....,....,.,................,. the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of "..jQ,Al!!.1!.?.../l(..,k.A.,0.!.,~.g.,.....".........,......... Dated .:J..r!.(y....9;../f.:.?/.... lateof....(lA.h1I......b.?(/...../l,~,................................ Cumberland Coun~ Pa" deceased who being duly ,....S,{,t..>..O.t?A........"..... according to law, depose and say, that ......~...q~............... present, and saw and heard the testa-bt,0'...................., ,:jflA.Y.!.'!.t:.....!!:r.:..!.d.',~.:!:.......f............. sign, seal. publish, pronounce and declare the said ins;,ument of writing as and for h.....(,R.... Testament and Last Will. and at the time of so doing ..........~".....................was of sound and disposing mind ==ry ",' """.~,di',. to "'" 00,10\ ...........:;.1.."'0............... oowl,',_. o~,"""t;:::;::d ooli,\. .........s..IV.QlZ~................. and subscribed before ..@1f.t.~....e:. .;f! /~.~".................. R . tJ _."~l., ~ .2 / j ~ .,. ! I. /_,': i/ '.( \.1) /, d /,i ......... .....t.............'........~.........<.'. .\;.1............................ .................................................................................. AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA t ss: COUNTY OF CUMBERLAND \ ..............:Io...6..&!.,..,.i..:....l.~.,~.,,-k4..,~................,.,.,.....,..,.......,.....,.,...,....,.,...................being duly ..........:r...N..Q.fJ...~................ says that as nearly as can be ascertained the said decedent .......................... ............JO.A.llI..N.E,.....!/1.:.,"~"!f.I.Jl..g...,",...,.,....,............,........,..,...,..,........,..................died on .......tv.I?.d.......................... the ...J..'t::':::::~"..........day of' ......J....~...~......".................. A.D.. 19.f(, at or about ........J..:./..L.............. o'clock.AM. ...............Stu.O,a.!:'?................and subscribed this .....................~~~~.................. day of ....~.~~.~.~~:':X. 81 19, ......... before .........qllt(d~...tI.:::../~~~d.."....". Kkh,,,d FJ. .~ ... Regl~~" f3 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH Ol~ PENNSYLVANIA} . COUNTY OF CUMBERLAND 58: Before me. the Register for the Probate 0(' Wills and granting of Letters of Administration in and for the County of Cumberland, personally came """""Io.h.(Jj,.""L.,,,,,l,,~.y..~h.e,,.,,,,.,,,,,,,,,,.,,.,,,,,, who. being duly ".s.~().a.,d"".", dof..L".. depose and say that asEx.ecl<!fo.a.-..".".""".".."...."."..... of the last WiI\ and 'I'cotament of ".~.io.Mt!!..6......&",).A.~~i..~..........."................."deceased "."....h,,~.... wiI\ well and truly administer the goods and chattels. rights and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances. ...J..t!J.6.tl.N."". and subscribed before me. ..".......r.~.~;r;~~~..~.....+.~".."".. A. D., l#..L... f!!lft",ll~dm ... R. . v'"Vu.~~r .................................................................................. :.,; .-I: '''' Ul 00' 0: 01 a> .", ,.-4: ",,: " '''' ( :0 -:>. U. '2\ ~ Ll1: 0 ~\ ell' ~ *' .....: ~ ~\ ..:.: .-J 0 .-I: ~ Ll1 0 .-I ...1 (Q ~1 .-I - I - ~ - .-I ,~ .: Ill: CD. ~ ~ B:: u: ::I' ~ I' ,5 E-<: ~: <Xi ...' \>l: ,'I: N: ,~ "t::l C1)' ., 0 '" "'\ ,-! (~\ "t::l 10' Z ... Ln: 0 C\l .s " =IF: '" Ji ... '" "t::l 0 "t::l bll '" Ul 01 - Z ril ~ ,~ 01 p.. ~ DECREE - VOID NEW LETTERS OF ADMINISTRATION, DBNCTA ISSUED MAY 13. 1982 Be it remembered that on the .......~.~.~~........ day of ".........~~.~~~.~~r........".......... A. D., 19 ~~..... there was probated and recorded the last Will and Testament of .".~O..~...1MI..G.....I!!....L.~!:7.!f.Iz.e........., late o[1,tzi1l.l.J//./I..l1.a,n.o."".."." """.."......". Cumberland County. Pennsylvania, Deceased. Letters :Z;JJ",#.<~.j.,y.m.. w,re ,,""led w~q&!C/',.l,,~.!.~....m..m Witness my hand and official seal the day and year aforesaid. /1~"i' .' /.1' (/.J' . / .....~/./~~~...~'.:..~~~4./.. R,~ .E. .<1. , Heglster. . \ I \ I I I I , Iii ,. ~ I I \ I , \ ! .~V.I'OO'''' ,.',,, 1/ -d()J -3J BUREAU OF EXAMINATION PENNSVLVANIA DEPARTMENT OF REVENUE P,O, BOX 8327 HARRISBURG, PA 17105 Decedent's Name (Last, FilSl, ond Middle }niliail DECEASED Lanshe, Joanne ~l. Social Security Number Date 01 Death 182-38-6297 1-14-81 CDRRE. SPONDENT Name Richard L, P1acey, Telephone No. (717) 236-9577 Under pen' 'es of perjury, I deelare that I have examined Ihis relurn, including accompanying schedules and statements, and to Ihe ben of my knowl.dg, and belief. ' true, correct, and comPlele~c f tion ef pre~er othor than the perso"al representative is based on all information of which prepa'" has an kno .e. . .... /,"i:>,/~873 Skyview Drive . / j,- / ,._ . ,.?~. 'tamp Hill, PA 17011 _ ,I. // IF) IG E OF PERSONAL R RESENTATlVEIS} ADDRESS ' DATE William F.e carr,\Administrator J!' / ' , '" , . / / / .' :( /i, ( /'L CHECK APPRO. PRIATE BLOCKS RECAPIT. ULATlDN AND TAX CALCU. LATlDN INHERITANCE TAX RETURN J RESIDENT DECEDENT File Numb" Deeedonl's Add..ss 759 Country Club Roau Camp Hill, PA 17011 21- 8l=.o.llS 1. Original Return 0 2. Supplemental Rot"rn 0 3. Remainder Return rxl Life Tenan~ohn L, O Lanshe died 5-2-82. 5, Federal Estate Tax Return Required. 7. Decedent maintained a living 0 B. Numb" of safe deposit 0 \iust (Mach copy of trust! boxes Inventoried 4. Life Estete 0 6, Docedent died testate n (Anach copy of WiIi) l1U All correspondence and confidential tax information should be directed to: Addross Esquire City State Zip Recapitulation 1. Real Estate (Schedul, A) 2. Stocks and Bonds (Schodule B) 3. Closely Held Stock/Partne"hlp Interest (Schedule cl 4. Mortgages and Notes (Schedule D) 5. Cash & Miscellaneous Personal Property (Sch,dule E) 6, Jointly Owned Prop"ty (Schedule FI 7. Tl8nsfe" (Schedule G) B. Total Gross Assets (total lines 1.71 9. Funeral Expenses Administrative Costs/Miscellaneous Exponsos (Schedule H) 10. Debts/Mortgages/Liens (Schedule II 11. Total Deductions (total lines 9 & 101 12. Net Val"e of Estate tIIne 8 minus line 111 13, Charitable Bequem (Schedule J) 14. Net Value subject to tax lIine 12 minu: line 13) C! .'" Mt):::J 1:11'" :::?g "~::~ '~('.l cD N ( II ( 2) ( 3) ( 41 ( 5) ( 61 ( 71 14,783,82 ",' . " . , . ~ 21.076.59 ( 8) 35,860,41 7,732,02 ( 9) (10) 1111 7,732.02 (12) 28,128.39 (13) (14) 28,128.39 x,06= x.15= 4,219.26 (171 4,219.26 Computation of Tax 15. Amount of line 14 taxableat 6% rate (15) (include values from Schedule KI 16. Amount of line 14 taxableat 15% rate (16) __2 8,128,39 (include valu", from Schedule KI 17. Principal tax due (add tax from line 15 plus tax from line 161 lB. Total Prior pay men'" (a) Amount Paid (bl Plus Discount (cl Minus Interest 1181 19. 8alance Due tIIne 17 minus line 181 Make Cheek PaYBble to: Register of Wills, Agent . . . PLEASE RECHECK MATH. .. (19) 4,219.26 c/o P1acey & wright P.o. Box 99, Hbg., PA /" /- "7/ J/f L , 17108 The [~p_[?~~ ~~ [S Sovingr; AS5ociation SECOND I,Nt) I'JUf: ~~;: Lf.l S . HAlinl~-,l3lJlU-, p[:,n:'.;vl \'/d~r/\ 1 i'"" OfF/ClS DOWNTOWN. COLONIAl. PARK. CAMI'HlLl. . LfBANON . UNIONDl1'OS17 CAPITAL CITY. fJn',' CUMBERLAND. YORK. SUMMERDALE Area Codt> 717,n6.4041 June 16, 1982 Placey (, IJright P.O. Box 99 Harr1sburg, PA 11108 ATTN: . Richard L. Placey The information which you requested on Four Year Certificate #1-09-111730 is as follows: Date Opened 4-30-74 Principle Bslance $14,767.71 Accrued Interest 6.16 Balance as of May 2, 1982 $14,773.87 This certificate is still under the ownership and the social security number (182-38-6297) of the Estate of Joanne M. Lanshe. Sincerely, i.L'UiJ; ) it ((./.( \'," Betsy L. Norda1 Savings Counselor Main Office ,V t:':t' '1 ~ ....t ~...~ ~~idut "f~< ~1A..'i 1886 t\' .iJ~ r~i.I( J:: ...., "' ClJ o ..... o ClJ ...., "' o 'll, V) V) ~ C\J CO er- r . C\J :;- :>: .... 0 Ul c( CO ..... ."\ rl \0 lI"\ oj r<\ lI"\ :> C\J . ." 0 C\J .,., I 0 > er- g . 0 .,., r<\ C\J . ." I . '" \0 .: r '" '" H ..... e ClJ <- .... 0.' Q) OJ '" ..... ...., c. C .... ~, "'.<: <OJ:: .~ :;: V> ..., .... OJ or'- 0 +J Q)c:. ~ .....<: 0 u.! C I- "0 C U n' '" u '" C " >> ::l c: Q) CJ C 1-"- ClJ C"- CJ I- ..... C 0-0> ClJ C <- 'to 0.' oc:. ,., oc:. 0 ClJ C '" u E .... Q) <-~ ... ~ u C l~ U "' D. ::l '" c: ".... "' V> .... U :;: c.... ~ c:::: ;:: 00 ucQ ,., 0 '" "' 0 <::0 .-,- Ul 'M r.. " .<:: ..... r.. :> .... bO .: 'M .<:: ..... >. .: oj .... H . ::. .: 0 ., .<:: Ul ~ H ., .: .: ., 0 ..., .... 0 ., e oj <= ., .<:: ..... . '" <= e .,., ..... ..... 0 " oj :> ..... 0 E 0 0 0 oj 0 " ..... .<:: ..... ., ..... .: oj 0 ..... .,., <= Ul 0 " 'M .<:: ..... oj ..... E 0 .: 0 .... 0 .: ." 'M " ., Ul :S oj " rl Ul P- 'M . ., 'tl > " 0 ." .0 " c( " <= V> ..... C CJ E E 0 u ,~ . >. .... " r.. ., o .: .,., Ul en >.00 :~ 'd.5 ~ ....::-~. 'd ~ ;j ''':' 0 t'j .a a: V> en '\ .-.......~ , ... " ... ~ ..." \:,r....."., ::: .'" ." :l, ~~~ ~~... ~~ ~ . ... en . >'..... Ul ... &:0 f,:., <G N CO ...... N .... '" M o u.. u.. .IV.UUIK" 1"11 COMMONWEALTH OF PENNSYLVANIA INHERITANr.E TAX RETURN RESIDENT DECEDENT ESTATE OF JOANNE H. LANSHE SCHEDULE "J" BENEFICIARIES FILE NUMBER 21-81-0115 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT A. Taxable Bequests: 1. Norie Jane Carr 2873 Skyview Drive Camp Hill, PA 17011 Niece 1/5 of estate 2. John Lanshe Carr 2873 Skyview Drive Camp Hill, PA 17011 Nephew 1/5 of estate 3. Isabel L. Carr 2873 Skyview Drive Camp Hill, PA '17011 Niece 1/5 of estate 4. Mary Kathryn Carr 2873 Skyview Drive Camp Hill, PA 17011 Niece 1/5 of estate 5. iIe1en Anne Carr 2873 Skyview Drive Camp Hill, PA 17011 Niece 1/5 of estate 1" ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT B. Charitable Bequests: 1. TOTAL CHARITABLE BEQUESTS (Also enter on line 13, Recapitulation) $ llf more .p.e. I, n..d.d InnM .ddl1lon.1 th..fI of urn. 1111) A. During the lifetime of my husband: 1. The entire net income shall be paid to him at least quarterly; 2. As much of the principal as the Trustees may deem advisable for the welfare, comfort and support of my husband shall be either paid to him or applied directly for his benefit by Trustees. B. Upon my husband's death or if he shall have pre- deceased me or died on or before the sixtieth day following my death, said Trustees shall maintain the principal of 'or remaining principal of this trust and any other funds which may be added thereto from any source, IN TRUST, for the benefit of the following named beneficiaries: NORIE JANE CARR, JOHN LANSHE CARR, ISABEL L. CARR, MARY KATHYRN CARR and HELEN ANNE CARR. Trustees shall, in instituting said trust, divide the principal thereof into five separate and equal shares, one for each named beneficiary to be administered as a separate trust for each named beneficiary. c. Trustees shall payor apply so much of the income and so much of the principal of the separate trusts held for each such beneficiary as they, in their sole discretion, deem necessary for his or her welfare, comfort, support and education, such education to include, but not be limited to undergraduate, graduate and professional schooling so long as the beneficiary maintains the scholastic standards of the institution or institutions attended. D. when each such beneficiary shall have attained his or her twenty-fifth birthday, Trustees shall compute the then remaining principal and any undistributed income of the trust held for his or her benefit and shall distribute the same to him or her absolutely at that time. , (lr-n?1'?'" IJz ( , ,/ . () ;b/},.~-A~ ' E. In the event that any named beneficiary shall, have predeceased the institution of such trust or died during the term of the trust established for his or her benefit, the principal of such beneficiary's trust shall be paid to such beneficiary's issue then living, per stirpes; if none, the same shall be paid to the survivor or survivors of such named beneficiaries in equal shares to be added to and administered as a part of the separate trusts held for their benefit or distributed outright to those who have attained the age of twenty-five. ITEM IV. If any person entitled to share in the trusts created herein be a minor at the time of distribution to him or her, such shares shall be held for such person by the CU1~ERLAND COUNTY NATIONAL BANK AND TRUST COMPANY of New Cumberland, Pennsylvania as Guardian with power to: A. Invest ,such property and all accumulated income; and B. Use income and principal for such person's maintenance and education, either directly or by payment to any person selected to disburse it, whose receipt shall be a complete acquittance therefor. All unexpended principal and income shall be paid to such person upon attaining their majority. ITEM V. In addition to the powers given by law, , . Trustees shall have the following discretionary powers applicable to all real and personal property held by them, including property held for minors, effective without court order until actual distribution: A. To retain any property received by them; B. To invest in all forms of property without restriction to investments authorized for Trustees; C. To operate any business, cause or join in any incorporation, partnership, recapitalization, merger, reorganization , ~ G?~-??,,::..,);2 g~~o~ / ,.' '. or voting trust plan and to delegate authority with respect, thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors; " D. To hold investments in the name of a nominee; E. To compromise controversies; F. To exchange or sell for cash, property or credit, " publicly or privately, or to lease for any ~erm regardless of the duration of the trust hereunder; without liability on the purchasers or lessees to see to the application of the consideration and to give options for those purposes without obligation to repudiate them in favor of a higher offer; G. To allocate items of receipt or disbursement between principal or income as they deem equitable regardless of the character given such items by law; to distribute in cash or kind or partly in each at valuations fixed by them; H. To borrow money, including the right to borrow from any corporate ,trustee and to mortgage or pledge as security or to hold its own stock if a corporate trustee; . . I. To exercise and dispose of warrants; J. To loan to and to buy property from the estate, even if Trustees are also acting as Executors or Administrators thereof; K. To apply income or principal to which any beneficiary is entitled, directly for his or her comfort, maintenance and support should they deem such beneficiary incapable of receiving the same by reason of age, illness, infirmity or incapacity,' or to pay the same to such person as they select to disburse it, 11,,;;,se receipt shall be a complete acquittance therefore without intervention of any guardian; rf="on',hc ,~'''~ I " L. To assume continuance of the status of any beneficiary with reference to death, marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements " accrue to ,another persOn; i i I , i I t, I \ I I I I I , I I made on such assumptions; M. To permit the proceeds of any policy to remain with the issuing insurance company even though the amounts payable such beneficiary exceed the amount otherwise payable thereunder and encroaches upon principal or income which would otherwise pa~ent of estate settlement expenses and all taxes by reason of -my death, excepting, however, that benefits from a qualified N. To advance funds without reimbursement for the employee plan received by Trustees shall not be used for paying of any portion of such costs; distribution to the beneficiary, be free of the debts, contracts, O. All principal and income shall, until actual alienations and anticipations of any beneficiary and the same may not be liable fo~ any levy, attachment, execution or sequestration while in the hands of the Trustees. herein shall be WILLIAM F. CARR and the CUMBERLAND COUNTY NATIONAL ITEM VI. The initial Trustees of the trusts created , BANK AND TRUST COMPANY of New Cumberland, Pennsylvania. Upon the death or incapacity of WILLIAM F. CARR, the CUMBERLAND CGl,;;~7Y NATIONAL BANK AND TRUST COMPANY of New Cumberland, , r ' Pennsylvania shall continue to serve as sole Trustee w~thout the appoint~ent of a Co-Trustee to fill such vacancy. With ~c~~cct to the discretionary powers given to my Trustees in tte trusts created herein to distribute amounts of principal, I hereby direct that until such time by reason of death or 'f 0r-77J77'1~Lh. ~/)/L ,j. ,~ j incapacity, that WILLIAM F. CARR, shall cease to act as Trustee hereunder, he shall solely determine the exercise of such discretionary powers and the amount'or amounts to be distributed pursuant to the exercise of such discretionary powers and my co-Trustee, the CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY, shall not participate in any such decisions. If, as aforesaid, WILLIAM F.' CARR should, by reason of death or incapacity, cease to act as Trustee hereunder, then my Co-Trustee, the CUMBERLAND . COUNTY NATIONAL BANK AND TRUST COMPANY shall be vested with such powers. ITEM VII. I appoint my husband, JOHN L. LANSHE, as Executor of this my Last Will and Testament. Should my husband fail to qualify or cease to act as Executor, I appoint WILLIAM F. CARR as Executor of this my Last will and Testament. Should WILLIAM F. CARR fail to qualify or cease to act as Executor, I appoint JOHN LANSHE CARR as Executor of this my Last Will and Testament. Should JOHN LANSHE CARR fail to qualify or cease to act as Executor, I appoint the CUMBEFLAND COUNTY NATIONAL BANK AND TRUST COMPANY of New cumberland, Pennsylvania as Executor of this my Last will and Testament. No bond shall be required by my Trustee or personal representative in any jurisdiction. ITEM VIII. In addition to the powers given them by law, my Executor and Contingent Executors, in the administration of the assets of my estate, while administered by them in such capacity, shall have the following discretionary powers applicable to all assets held by them: A. TO retain property received by them and to invest in all forms of property without restriction to investments; B. To operate any business, corporation, partnership, or enter into any recapitalization, merger, reorganization or voting trust plan and to delegate authority with respect thereto and to deposit investments under agreements and pay assessments and to exercise all rights of an investor; '''-.~''7..,.,~" .' '" .II..'" '!}/1 / L -, ,/ ! 1 ((;., ~,:\ .A.z. " , RE V..440 <<'''110) '::OW,~ONWEA~ TN OF PENNSY~VANIA DEP~RTMENTOF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT AFFIDAVIT OF FIDUCIARY (Instructions on Reve..e Side) ~"'\" * ~Lib JP"~)?i\'J\'~ 'I",~~~}i'~"o.,~ ~.~~~,-- Estote of JOANNE H. LANSHE Do te of Dea th January l4, 1981 . Lost Address 759 Country Club Road Sociol Security No. 182-38-6297 Camp Hill, pennsvlvania lelTY) {STATE) (ZIP' 17011 Bureou File No. County File No. r.:J / -!Jj- j /,j~ J. Decedent died: ( ) Intestate (without 0 will) (XX) Testate (leaving 0 lost will--copy ottochod) 2. Is the filing of 0 Federol Estote Tox Return required for this estote? Yes~ No 3. (XX) Executor~liJlHU ) Administrator! Administrotrix Nome John L. Lanshe Address 759 Country Club Road 4. All correspondence should be moiled to (xX) Attorney ) Fiduciory. n cO r- ;u~ ~P1 - ~:: ~;~ "'n mOl' e/) e.:o tj)::tJ f'1'11,-:J [''"1 .JO :U-;. 'C ,t"1 r-:.< :0- ..-- I ,t;> ,--," J:>. Cl 1.-.:;1::.:: -" 'j' , > '0 - .'" --, , ....~ ~p Hill. ppnn..yl"...ni... 17011 (CITY) (STATE) (ZIP) 5. If on ottorney is representing the estole, indicote: Nome Richard L. P1acey, Esquire Address P. O. Box 99 Harrisburq. Pennsylvania l7l0R (CITY) (!!TA"rE) (ZIP) List 011 safe deposit boxes registered in the decedent's individuol nome, or jointly with, or os on agent or deputy of another, or in decedent's individuol nome with right of occess by onother os ogent or deputy. Include the nome and address of the bonk or other institution where the sofe deposit box is locoted, the nome (s) in which the box , is registered and the relotionship of the joint holders to the decedent. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN WHiCH SAFE DEPOSIT BOX IS REGISTERED RE~ATIONSHrp OF JOINT HO~DERS TO DECEDEHT CCNB Bank, N.A. Joanne M. Lanshe and 21st and Market Street John L. Lanshe Husband Camp Hill, PA l70l1 Under penolties of perjury, I decl ore thot I hove exomined this return, including occomponying schedules and statements, ond to the best of my knowledge ond beljef it is-tr/.'.cor~lond complete~ >~:-ct~AYI1~ I~z-) / c/ ~ /6-7 ,~ DATE A. During the lifetime of my husband: l. The entire net income shall be paid to him at least quarterly: 2. As much of the principal as the Trustees may deem advisable for the welfare, comfort and support of my '. husband shall be either paid to him or applied directly for his benefit by Trustees. B. upon my husband's death or if he shall have pre- deceased me or died on or before the sixtieth day following my death, said Trustees shall maintain the principal of ' or remaining principal of this trust and any other funds which may be added thereto from any source, IN TRUST, for the benefit of the following named beneficiaries: NORIE J~NE CARR, JOHN LANSHE CARR, ISABEL L. CARR, MARY KATHYRN CARR and HELEN ANNE CARR. Trustees shall, in instituting said trust, divide the principal thereof into five separate and equal shares. one for each named beneficiary to be administered as a separate trust for each named beneficiary. C. Trustees shall payor apply so much of the income and so much of the principal of the separate trusts held for each such beneficiary as they, in their sole discretion, deem necessary for his or her welfare, comfort, support and education, \ , I , , I 1 1 I 1 \ such education to include, but not be limited to undergraduate, graduate and professional schooling 50 long as the beneficiary maintains the scholastic standards of the institution or institutions attended. D. When each such beneficiary shall have attained " his or her twenty-fifth birthday, Trustees shall compute the then remaining principal and any undistributed income of the trust held for his or her benefit and shall distribute the same to him or her absolutely at that time. , O~~4; 7;z, ;r~~~ I (, ,/ - 2 - .. E. In the event that any named beneficiary shall have predeceased the institution of such trust or died during " the term of the trust established fQr his or her benefit, the principal of such beneficiary's trust shall be paid to such beneficiary's issue then living, per stirpes; if none, the same shall be paid to the survivor or survivors of such named "beneficiaries in equal shares to be added to and administered as a part of the separate trusts held for their benefit or distributed outright to those who have attained the age of twenty-five. ITEM IV. If any person entitled to share in the trusts created herein be a minor at the time of distribution to him or her, such shares shall be held for such person by the CUY~ERLAND COUNTY NATIONAL BANK AND TRUST COMPANY of New Cumberland, Pennsylvania as Guardian with power to: A. Invest ,such property and all accumulated ,income; and B. Use income and principal for such person 's maintenance and education, either directly or by payment to any person selected. to disburse it, whose re.ceipt shall be a complete acquittance therefor. All unexpended principal and income shall be paid to such person upon attaining their majority. ITEM V. In addition to the powers given by law, Trustees shall have the following discretionary powers applicable to all real and personal property held by them, including property held for minors, effective without court order until . ' actual distribution: A. To retain any property received by them; B. To invest in all forms of property without restriction to investments authori2ed for Trustees; C. To operate any business, cause or join in any incorporation, partnership, recapitalization, merger, reorganization , ~ r~Jk, fC0rA~ ~' ' v . ~ or vo~ing trust plan and to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exerc~se all rights of investors; D. To hold investments in the name of a nominee; E. To compromise controversies; F~ To exchange or sell for cash, property or credit, " publicly or privately, or to lease for any ~erm regardless of the duration of the trust hereunder; without liability on the purchasers or lessees to see to the application of the consideration and to give options for those purposes without obligation to repudiate them in favor of a higher offer; G; To allocate items of receipt or disbursement between principal or income as they deem equitable regardless of the character given such items by law; to distribute in cash or kind or partly in each at valuations tixed by them; H. To borrow money, including the right to borrow from any corporate. trustee and to mortgage or pledge as security or to hold its own stock if a corporate trustee; I. To exercise and dispose of warrants; J. To loan to and to buy property from the estate, even if Trustees are also acting as Executors or Administrators thereof; K. To apply income or principal to which any beneficiary is entitled, directly for his or her comfort, maintenance and support should they deem such beneficiary incapable of receiving the same by reason of age, illnesS, infirmity or incapacity,' or to pay the same 'to such person as they select to disburse it, Wl,ose receipt shall be a complete acquittance therefore without intervention of any guardian; o I / " . " L. To assume continuance of the status of any beneficiary with reference to death, marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements " made on such assumptions; M. To permi t the proceeds of any policy to remain with the issuing insurance company even though the amounts payable such beneficiary exceed the amount otherwise payable thereunder and encroaches upon principal or income which would otherwise accrue to ,another person; N. To advance funds without reimbursement for the payment of estate settlement expenses and all taxes by reason of my death, excepting, however, that benefits from a qualified employee plan received by Trustees shall not be used for paying of any portion of such costs; O. All p~incipal' and income shall, until actual distribution to the beneficiary, be free of the debts, contracts, alienations and anticipations of any beneficiary and the same may not be liable fo~ any levy, attachment, execution or sequestration while in the hands of the Trustees. ITEM VI. The initial Trustees of the trusts created herein shall be WILLIAM F. CARR and the CUMBERLAND COL~TY NATIONAL BANK AND TRUST COMPANY of New Cumberland, Pennsylvania. Upon the death or incapacity of WILLIAM F. CARR, the CUMBERLAND COC~7Y NATIONAL BANK AND TRUST COMPANY of New Cumberland, ?ennsylvania shall continue to serve as sole Trustee without the appointment of a Co-Trustee to fill such vacancy. With " ~~~~ect to the discretionary powers given to my Trustees in the trusts created herein to distribute amounts of principal, I hereby direct that until such time by reason of death or '! " ,,,. \, /1 /"1A iL- ,/ . , . . incapacity, that WILLIAM F. CARR, shall cease to act as Trustee hereunder, he shall solely determin6 the exercise of such discretionary powers and the amount'or amounts to be distributed pursuant to the exercise of such discretionary powers and my Co-Trustee, the CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY, shall not participate in any such decisions. If, as aforesaid, WILLIAM F.' CARR should, by reason of death or incapacity, cease to act as Trustee hereunder, then my Co-Trustee, the CUMBERLAND . COUNTY NATIONAL BANK AND TRUST COMPANY shall be vested with such powers. ITEM VII. I appoint my husband, JOHN L. LANSHE, as Executor of this my Last Will and Testament. Should my husband fail to qualify or cease to act as Executor, I appoint WILLIAM F. CARR as Executor of this my Last will and Testament. Should WILLIAM F. CARR fail to 'qualify or cease to act as Executor, I appoint JOHN LANSHE CARR as Executor of this my Last will and Testament. Should JOHN 1ANSHE CARR fail to qualify or cease to act as Executor, I appoint the CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY of New Cumberland, Pennsylvania as Executor of this my Last Will and Testament. No bond shall be required by my Trustee or personal representative in any jurisdiction. ITEM VIII. In addition to the powers given them by law, my Executor and Contingent Executors, in the administration of the assets of my estate, while administered by them in such capacity, shall have the following discretionary powers applicable to all assets held by them: A. To retain property received by them and to invest . in all forms of property without resttiction to investments; B. To operate any business, corporation, partnership, or enter into any recapitalization, merger, reorganization or voting trust plan and to delegate authority with respect thereto , and to deposit investments under agreements and pay assessments and to exercise all rights of an investor; , . , . " C. To hold investments in the name of a nominee or to compromise controversies with respect to any assets held by them; D. To exchange or sell for cash, property or credit, publicly or privately, or to lease for any term without liability to see to the application of the consideration and to give options for such purposes without obligation to repudiate them in the favor of a higher offer and to mortgage any assets held by them; E. To make distributions in cash or kind or partly in . each at the valuations fixed by each and the right to borrow money, including the right to borrow from themselves as'Executors; F. To exercise and dispose of warrants and to loan to and buy property from my estate. this IN/WITNESS 91/\ , day of WHEREOF, I have hereunto set my hand an~ seal u' II> r)' " , 1974. / / / ..... '!. . . ~-r7 "'1"'''~. I'" r'/ -.../ _ i .' . / Joanne M. Lanshe I, rz..'~.' '. The preceding instrument consisting of this and six other type- written pages, identified by the signature of the testatrix, was on the day and date thereof signed, published and declared by Joanne M. Lanshe, the testatrix therein named, as and for her last Wi+l, in the~resence of us, who, at her request, in her presense a~d/'[n th presence of each other have subscribed our r.ames s ~ttness!7'/e1:'eto. , . , \:,',-' (~(~.J-')N,.)^,(.(J J?~0~?'~;'/cu;j'{' , ""J ' <-:;.l 1.1",,/1. , (} v/I"",.d.<.-<' _ ./fJIJ ':V~a..... hAVe (]. (."....h Q ./ ". . , , - 7 - REV.451 tl~80~ COMMONWEALTH OF PENNSVLVANIA . DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY (Instructions on Reverse Side) Estate of JOANNE H. LANSHE ITEM NO. DESCRIPTION CCNB Bank, N .A. checking account number 5l1-650-4 (See bank letter attached) Harris Savings Association certificate of deposit number 1-09-1l1730 (See bank letter attached) Principal balance - $14,767.71 Interest 43.l2 First Federal Savings and Loan Association certificate of deposit number 01-39-023638 (See bank letter attached) Principal balance - $6,000.00 Interest l7.84 Pennsylvania Insured Hunicipal Bond Trust Eighth Series - four units at $648.93 per unit Municipal Investment Trust Fund, Fourth Pennsylvania Series - ten units at $360.03 per unit Municipal Investment Trust Fund, Fifth Pennsylvania Series - five units at $525.08 per unit Municipal Investment Trust Fund, Sixth Pennsylvania Series - four units at $636.53 per unit Municipal Investment Trust Fund, Eighth Pennsylvania Series - five units at $559.43 per unit Municipal Investment Trust Fund, Tenth Pennsylvania Series - five units at $7l4.38 per unit Miscellaneous personal effects - no value UNIT VALUE ESTIMATED MARKET VALUE $ 300.17 14,810.83 6,Ol7.84 2,595.72 3,600.30 2,625.40 2,546.12 2,797.15 3,571.90 *' DEPARTMENT VALUATION (OFFICIAL USE ONL Y) TOTAL THIS PAGE 38,865.43 &'? </,;5: 'f~ c::::: <::: N E:I MAIN OFFICE 331 BRIDGE STREET NEW CUMBERLAND. PENNSYLVANIA 17070 CCNa"ANKNA BANK (717) 774.7000 DIRECT Date May 21, 1981 TO: Placey & "right 232 North Second Street Harrisburg, PA 17108 ATTENTION: Richard L. Placey RE: Estate of Joanne M. Lanshe Name of Decedent The follmdng is a complete record of the above decedent' 5 accounts as of January 14, 1981 Date of Death ccou."lt No. 'I)"'Pe of ACCoWlt Balance on Date of Death Principal Accrued Int. N8.!lles on Account (All Owners) Checking $ 4,119.40 $ 3.92 John L. Lanshe Joanne M. Lanshe Checking ::> 300.17 None Joanne M. Lanshe 002-705371-9 Savings $ 1,195.82 $ 2.63 Joanne E. Lan she ITF Norie Jane Carr 002-706126-6 Savings $11 ,337.02 $ 24.96 Joanne M. Lanshe ITF John L. Lanshe Cert, of Deposit $40,000,00 $241.67 Joanne M. Lanshe John L. Lanshe Cert. of Deposit $40,000.00 $112.78 Joanne M. Lanshe John L. Lanshe Cert. of Deposit $40,000.00 $116.67 Joanne M. Lanshe John L. Lanshe Cert. of Deposit $31,000.00 $ 87.19 Joanne M. Lanshe John L. Lanshe 18-29307 Cert. of Deposit $10,000.00 $ Date of Joint o-...'!'le~.shir 5/27/53 2/4/75 2/4/76 11/16/76 7/1/77 4/1/78 9/6/80 12/30/80 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving valuable and adequate consideralion? (Answer "Ves" or "No",) No 2. Did decedent, within two years of death, transfel property from himself/ herself to himsell/helsel f and another party or parties (including.a spouse) in joint ownership? (Answer "Ves" or "No",) -B2- 3. If the answer to one or two alxlve is "Ves" and the transfers are claimed to be nontaxable, plovide the following information: a. Age of decedent at lime of transfer. b, Copy of death certificate. c. Affidavit by the atlendingphysician indicating the state of decedent's health at time of transfer, d. All other information supporting nontaxability of transfer, .4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Ves" 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 "Ves" or "No".) NO b. What was the transferee's age at time of decedent's death? 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or 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 "Ves" or "No",) ~ b, The right to designate the persons who shall possess or enjoy the properly transferred or income therefrom? (Answer "Ves" or "No",) No 6, If the answer to five b, above is "Ves," state whether the ri ght was reserved in decedent alone or others, QUESTIONS CONCERNING PROPERTV 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 careo! transferor? (Answer "Ves" or "No".) NO 8. Did decedent, at any time, transfer property, the b61eficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Ves" or "No".) No 9. lf the answer to eight above is "Ves," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Ves" or "No".) No REV.454 (1',80) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT SCHEDULE "E" JOINTLY OWNED PROPERTY (Instructions on RCVl!rSn Sir/oj . .. ' , , . r t' Estate of JOANNE'M. LANSHE ITEM NO, DESCRI PTlQN TQTAL MARKET VALUE P ER VALUE OF <t DECEDENT'S N INTEREST T DEPARTMENT VALUATION (Official Usa OnlyJ CCNB Bank, N.A. certificate of deposit number 37-l7540 Balance date of death - $40,000.00 Interest ll6.67 (See bank letter attached) CCNB Bank, N.A. certificate of deposit number 33-22030 Balance date of death - $3l,000.00 Interest 87.l9 (See bank letter attached) CCNB Bank, N.A. certificate of deposit number 18-29307 Balance date of death - $IO,OOO.OO Interest 59.51 (See bank letter attached) State capital Savings Association certificate of deposit number 002-20-05741 Balance date of death $l3,000.00 Interest 35.25 (See bank letter attached) 138 shares IBM common stock at $ 67.875 per share - $9,366.75 Dreyfus Tax Exempt Bond - ninety-one shares at $lO.9l per share - $992.81 Delaware Management Tax Free Income Trust - 1,700 shares at $6.38 per share - $10,846.00 West Shore School District Bond with maturity date of 1995 - face amount of $5,000.00 at $92.00 per $100.00 - $4,600.00 Rochester Area School with maturity date of amount - $5,000.00 at $4,069.00 Authority Bond 1988 - face $81.38 per $100. 0- TOTAL THIS PAGE REV-454 (JoaO) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTL Y OWNED PROPERTY (Instructions on Reverse Side) - Estate of JOANNE 11. I.ANSHE liTEM NO. I I .... TOTAL MARKET VALUE PE \ T VALUE OF DECEDENT'S INTEREST DEPARTMENT " VALUATION (Official Use Only) DESCRIPTIQN Municipal Investment Trust Fund, 6th Pennsylvania Series - 22 units at $636.53 per unit - $14,003.66 Municipal Investment Trust Fund, 7th Pennsylvania Series - 6 units at $602.57 per unit - $3,615.42 Municipal Investment Trust Fund, 8th Pennsylvania Series - 25 units at $559.43 per unit -$13,985.75 Municipal Investment Trust Fund, 2nd Pennsylvania Series - 8 units at $456.65 per unit - $3,653.20 Municipal Investment Trust Fund, 3rd Pennsylvania Series - 3 units at $503.98 per unit - $1,511.94 Municipal Investment Trust Fund, 4th Pennsylvania Series - 31 units at $360.03 per unit - $11,l60.93 Municipal Investment Trust Fund, 5th Pennsylvania Series - 10 units at $525.08 per unit - $5,250.80 Municipal Investment Trust Fund -(Bac e) Monthly payment - 10 units at $l,OOO per unit - $10,000.00 Nyveen Tax Exepmt Bond - Tenth Series, 50 units at $82.20 per unit _ $4,110.00 Pennsylvania Insured Municipal Bond T First Series - 5 units at $828.55 per unit - $4,142.75 Pennsylvania Insured Municipal Bond T st, Second Series - 5 units at $888.15 pe unit - $4,440.75 TOTAL THIS PAGE 4. c <::: I'-J EI MAIN OFFICE 331 BRIDGE STREET NEW CUMBERLAND. PENNSYLVANIA 17070 CCNDDANK.NA, BANK (717) 774.7000 DIRECT , TO: Placey & ',right 232 North Second Street Date May 21, 1981 Harrisburg, PA 17108 ATTENTION: Richard L. P1acey RE: Estate of Joanne M. Lanshe Name o:f Decedent as of The following is a comp2ete record of the above decedent's accounts ,January 14, 1981 Date of Death ccount No. !)-pe of ACCOWlt Balance on Date of Death Principal Accrued Int, Checking $ 4,119.40 $ 3.92 Checking $ 300.17 None 002-705371-9 Savings $ 1,195.82 $ 2.63 002-706126-6 Savings $11,337.02 $ 24.96 Cert. of Deposit $40,000.00 $241.67 Cert. of Deposit $40,000.00 $112.78 Cert. or Deposit $40,000.00 $116.67 Cert. of Deposit $31,000.00 $ 87.19 18-29307 Cert. of Deposit $W,ODO.OO $ 59.51 Names on Account (All o.mers) John L. Lanshe Joanne M. Lanshe Joanne M, Lanshe Joanne E. Lanshe ITF Norie Jane Carr Joanne M. Lanshe ITF John L. Lanshe Joanne M. Lanshe ,John L. Lanshe Joanne M. Lanshe John L. I,anshe Joanne M. Lanshe John L. Lanshe Joanne M. Lanshe John L. Lanshe oanne M. Lanshe ohn L. Lanshe I<itz m n, V.P. L,/',Authorizcd Sir:nuture Date 01" Crea"ti eft Joint crl'me~~shiL 5/27/53 2/4/75 2/4/76 11/16/76 7/1/77 4/1/78 9/6/80 12/30/80 REV.518 Fa (7-80) I~~ }'-1"" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Mr. John L. Lanshe 759 Country Club Road Camp Hill, PA 17011 RE: Estate of County of File No. Joanne M. Lanshe Cumberland 21-81-0115 Dear Mr. Lanshe: You ore hereby notified thot the original appraisement in the estate of Joanne M. Lanshe hos been filed in the office of the Register of Wills of _ Cumberland County on October 2 , 19 ~. Soid approisement ref/ects the fallowing vo/uations: Reol Estote Personal Property Jointly Owned T ronsfers Totol NONE $38,865.43 Nmm NONE $38,865.43 As to such tax thot is paid within three months from date of death, a five (5%) percent discount is allowable. As to ony tax that remains unpoid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per onnum is chorged. Any porty in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice os provided by Section 1001 of the Inheritonce and Estote Tox Act of 1961,72 P.S. 2485-1001, P.L. 373. Date October 2, 1981 S""d~~ Title ,Ehief Appraiser NOTE: This is riot 0 bill. 'tl III .... ~ .... 0 '" ~ ~ ~ Q) .g .... ~ .c Ul ~ "" Z \>.I \>.I ~ CJ ..; <!l '" 0 :>- :>- o-'l :>, ~ t: . "" . ~ ~ '" ::<: 9 ~ '" '" ;:> ,,., .... 0 ..l Q) 0 ::r: H N a CJ Q) < ~ ~ - III en U Z 0 '" .... - 0 ..., " CJ CJ .... ~ ~ ~ ~ 0 0 ~ ~ ~ ~ ... 0 tIl 0 Z 0 Vl tLl '" :>- r- 0 - tLl E-< \>.I Z Z E-< Z ..l 0 ~ 0 i5 ~ z ~ ~ ~ H Z ::E z 0 ::> u t.:l Z - ~ tIl ~ 8 0 ~ - ~ r,..l 0 ....l : . REV.4!i50.aO) , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" ST ATEMENT OF DEBTS AND DEDUCTIONS n*' -f/ - Estate of JOANNE }I. LANsllE Date of Death January 14, 1981 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: , John L. Lanshe Relationship to Decedent Husband Claimant's Address 759 Country Club Road, Camp Hill, Pennsv1vania ITEM NO. DATE NAME OF PAVEE REMARKS AMOUNT Gilbert L. Dailey John L. Lanshe Place & wri ht P1acey & Wright Funeral Bill Famil tion Attor 4 Reimbursement of costs advance Re ist r f Barbara Shadel - witness fee 35.00 Patriot News - advertisi 23.37 Cumberland Law Journal - 18.00 TOTAL THIS PAGE 9 643.42 I hereby certify that to the best of my knowledge and belief the foregoing is a jus and true statement of debts, funeral expenses and expenses of administration sUbmitted(O th~ ~~te as de~lI~()ns _~r_~~_~~ta~ce Tax purpose~. ,~ . //' /, - I 'CL.,.<o'" {t':' d:;z-- '~I / SIGNATURE oF" ATTORNEV/FIDUCI.ARV TE OFFICIAL USE ONLY 0 n ~/ ~~ DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S Cf' lf3 :.--- AT (. 7ri , PE RCENT, 7zp~(J~=j G1S~ERO W LS /11 -21-J7 DATE 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 claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker. All debts being plaimed 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 cl~imed by a parent or parents who are members of the same household as the decedent, t"" "tl " (') ~ 1'1 ~ ;!Jl Z ;.. 0 0 fJ> Cl (') c: " ~ z ::: z ~ m 1'1 ~ Z ::<l 9 .... 9 z Z 1'1 -l 1'1 ..., z 9 ..., -< 1'1 .... 9 fJ> fJ> Z 0 '" 0 ..., I 9 ':rj "rj ~ ~ 0 n n ..... c.., 'I'j . c: ~ U1 0 .... 'I'j .' :s: lD ~ 0 .... 1,. .. t;l Z n ~~~ . .... Q "'r t>J n Z )- l.. ~ ::c 0 t>J t" C' "<t ~'~I 1-" c c:: c..;.'~ . 1 ~ ... ::J :s: ~~:~ ... rt '" Li.j"':; ", 1'1 0" 0 . " 0:'" ...u '-L...l '<: I:"' 0 c;r. ~~~ 0- 'tI ~ Z u'" ........ tr::::.-- CD n ;.; 0:0: ~ loJ"" ::J l-' Ul 00 ..Ju ><: ><: . u ::J C ::c ~ Ul t1 t>J m m '<: ;.. ;.. ... ~ ::<l ::<l <: III III ::J P. 1-" III INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent, Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2, Assign consecutive numbers to each item listed. 3, Enter the date on which each debt was incurred and/or paid, 4. Enter the names of each payee. 5, Provide a brief explanation in the remarks column for each debt claimed. 6. Enter the amount of each debt being claimed, 7. ,The form must be signed by the person who has assumed the responsibility for paying the debts. I I I I 1 I I I I I I I I ! I I I REV-4I1'" EX+ (5-001 INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-81-0115 o Original D Supplemental o Remainder Fi I e Number Estote Name __ LANsllE, Joanne H. Date 01 Deoth 01/14/81 Social Security Number REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and far the County of Cumberland Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", IIC", and IIE" Dated: October 13, 1981 :~;j~1 /1 dr (,,) f/JJo i Ii ( 1/__ " INHERITANCE TAX APPRAISER AOJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) Rool Propo"y (Schodulo A) $ 00+ 92+ Personal Property (Schedule B) 10+ Joint-Hold Property (Schedulo E) 20+ Transf.r. (Schedule C) 30+ TOTAL GROSS ASSETS Leu D.bt. and Deductions 40- 93- (SCHEDULE F) CLEAR VALUE OF ESTATE o Life Estate RATE FACTOR PRINCIPLE VALUE CODE 6% .14970 X 29,222.01 = 4,374.53 j D Annuity FOR USE OF REGISTER ONLY Tax on $ CODE COMPUTATION OF TAX $ S $ $ 6" " Tax on $ 15% Tax on $ Tax on $ Tox on $ $ Exemptions Total Estate TOTAL TAX INTEREST FROM BALANCE TO $ $ $ Leu Credits DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST S + S $ = + = BALANCE S TO 5 TAX CREDIT $ DEPARTMENT'S APPRAISED VALUE $ $ $ $ $ REV.4~7 EXt (NO) ~o.. i1t-: ~.~~ " ,.'~;@1{r/'" l ".t,~Jf,"." '. '"," :':l;')~{(.',~ ~..",t, COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT DORIGINAL D SUPPLEMENTAL Estate of LAN SHE , Joanne M. File No. ___21-8~-01l5 Coun ty Cumberland Date of Death 01/14/81 In the event that any future Interest In this estute 15 transfcwaa In possession or enloyment to collateral heirs of tho decedent ofter tho expiration of any e.tate for Ilfo or for years, Jhe Commonwealth hereby oxpressly reserv(IS the tIght 10 appraise and assess transfer Inheritance to xes at tho lawful collateral rato on any such futuro Interest. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH ASSET SUMMARY 1. Total Real Property - SCH. "A", . . . " $ 2. Total Persanol Property - SCH. "B". . . . $ 3. Total Jointly Owned Properly - SCH. "E" $ 4. Total Transfe.. - SCH. "C". . .'. . . .. $ Unreported $ Unreported $ Unreported $ Unreported $ Ul LIFE ESTATE TOTAL GROSS ASSETS OREMAINDER 38,865.43 9,643.42 29,222.01 DANNUITY Gross Assets Less Debts Net Estate Life Estate in Net for husband , John L.. age 82 years: 29,222.01 x .14970 @ 6% 4 374.53 4,374.53 Remainder 0 en 24,847.48 TOTAL VALUE $ 4,374.53 I do hereby certify thotthe above oppraisement is mode in conformity with Pennsylvanio low ond hos been filed this day with the Register of Wills. '/ .11, I /[ . Ie ' .' \)/111) r/ 'r/{! ( (A tl,II' (( October 13, 1981 APPRAISER DATE ~ ~ ~ ~ ~ :z; r.l ~ '" 0 :>< :>< ~ ... ~ '" Vl " ,';':> .... g ...l .<0. .... 0( ~ ~ .... ~ U :z; ~ .... 0 "" l.I.o .... 0 .... 0 l.I.o ~ ...., U .... N "" 0 0 ~ r.: l.I.o l.I.o r- 0 t/l 0 Z 0 t/l ~ t/l :>< r- 0 .... r.l Z Z ~ r- ~ z :j 0 .... 0 r.: z ~ ~ ::; 0 :.:> u ~ z z r- t.:l Z .... ~ t/l ~ 8 0 0( ~ r.l 0 p. :J . ' ._-~---~----- . - -'ReV'''S2EX c1"" , COMMONWEALTH OF PENNSYlVAN'A 4 'NO', "': :, DEPARTMENT OF REVENUE · K, 69817 OFF'ClAlRECElPT. PENNSYlVAN'A 'N.ER"ANCE AND ESTATE TA, I ' 04 ; fI : lit U n -, -- '-- -- ---- ---" '--"-- - -- - -, '-- ---- - -'- - - --, -- -"- John L. Lanshe c/o RECEIVED Richard L. P lacey, FROM_ P.o. Box 99 TAX AT 6%_ ADDRESS_ Esq. TAX AT 15%_ I I TAXAT_%_ - HaRRiSburg, Pa. 17101 -------------------------------------------- POSTMARK DATE_ lEMARKS: - ESTATETAX_ TOTAL TAX CREDIT _ 262."_, U LESS DISCOUNT _ ill ~~~'fJ;p.'!.'l~r.81 2.53 I~. ~ _1- m TOTAL AMOUNT PA/D_ 265.00 .--ESTAiliNFORMATiON:---Jliiiiiary-_n-;_19ar____ DArE OF DEATH_ FILE NUMBER 21-81-115 DA TE OF PA YMENT NOvember 17, 1981 Joanne M. Lanshe NAME OF DECEDENT COUNTY _ CUJnb er1and I,IFE ESTNl'E FIGURE SEAL I RECEIVED BY _ < ,/ / /// , I "/ :j ,. I l~ SIGNATURE '"---t: ~.' / ., >..J 1."_ REGISTER OF WIllS -- ~--_._- --- -.--------. " COMMONWEALTH OF PENNSYLVANIA \, COUNTY OF CUMBERLAND J 55: ___Jq!_~I;_J:.I\M .~.Q!\..B\3..._____ _ --- accordhg to law, deposes a,jd says that he the Administrator .______u_ of the Estate of Joanne N. Lanshe lole of _BoE~ll9.I:!_o_f._.c:_a.!TIJ.:>.Hi~_:J..____,_______, Cumberland County, Pa" d.c....d and that the within is an inv.ntory made by ___~'1i.m____ .__ ___', the said--Administrator of the .ntir. .stato of said d.c.dent, consisting of all tho personal prop.rty and roal .state, exc.pt roal .stat. outside the Commonwealth of P.nnsylvania, and that the figures opposite ea.ch itom of tho Inventory repres.nt it's fair value as of tho dato of decedent's doath, ,/) C .' ( '----- V and subscrib.d b.for. m., (~;:c:d:(,~ - ~~c<'-:'>.L-.,.- (/\ Administrator boing duly sworn Sworn to j c/o Placey & Wright Post Office Box 99 Harrisburg, PA l7108 Addreu Date of D.ath l4 January Month 1981 Day Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of p.rsonal repr.sentative, 2. A supplement inventory must be filed within thirty days of discevery of additional assets. 3. Additional she.ts may be attach.d as to personalty or r.alty 4" See Article IV, Fiduciaries Act of 1949, " _. .....'J. c.; N ...." " OJ .- O::{J", :c , 0'.' uc::: wlW I ,. .~ 0: N ~.~;~ 0:: :0 '':''J .... OJ ~ .... H 'M 'M :<: ::l .,; 0' >- 0. Ul 0.1 = ~ 0.1 ... w ~ ~ ~ ... :<: <ll ~ w ~ (/) U ~ . 0.. Z U ~ >0 0 ~ 0 w Vl .0:: ..... Q '" OJ ... ~ w ~ ~ I- J: 0.. H 0 0.. U " ... ..J LL ~ <ll ~ Z 0 0 LL ..J " . .<:: 0.. .-l ~ W 0 " w ::;: 01 i: p., > Z ~ ::l Z 0 0.1 0 " . Q . Vl Z Z H 0 H 0:: ::ij 0 U Z w " ... 0.. m "0 'tj 0 c H ..., - ~ <ll 0 -.: .s:: ~ .J> "0 ... U ~ E 'M + ..! 0 ~ . 0 0:: ..J U u: III " , ~' .. =I O. ". ,- " I "... --' (,.1 el' -- -, i."; c::,t.o. ~ .,.... ,1"'1 o,~ ,'.'" W"J .- ~7_1 ~c.: N :Jr.., '" ,"'-' '.,' '\ ' I i , ." ,. .: ~ ~. ~ ~- w 'I.., , 'r'- 7i (l) Ul ::l o :r: +J ~+J ::l (l) o (l) U~'" +J.-i Ul In :>1t/lO ',.;.-i +J ..... ~.-i I'i ~.-i (l)',.;::l (l) 1-1:;1:0:> UOf'l; .4-1 !:: Al U 0'l:ll\1 I'i:r: ' >. ~ l\1 (l) ~(l)""..c:.-i 1ll+J ~ +J In ~ In (l) ::l',,; ',.;.Q O.-i , lJlS t/l ~ III (l)::l l\1 ~~U"'U /'~'.. r.J,'. I", ". ", ' 'l , , e g " " . - " ~ .. " ~ .. " '" . - .. " :; . . II: m . 0 . " i: z m u 0 e " < " <IS u 0 " " " 0 . m ~ . >- X 0 ~ ~ fiI ,. . . c \,I 0 . ~ z ~ ol . = M Z ::. . . " . . ~ ...-.. _.- -< - ._.~_. --, . ..... ...--...... ""IlL .d~__ -.-- , COMMONWEALTH OF PENNSYLVANIA NO L 0705 A Q DEPARTMENT OF REVENUE , l>'!!FICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX REV.1162EX ill ~ Assessment Control No. Probate RECEIVED FHOM: r- RiC!'.~~~~!1.~~~Y_!,_~8_9,'m '.0. BOX 99 -Hiidjl)u%9, --pa;--1710a ~ -.,.-----.-.-.- .-..,. ---..-....-...---. .J L ESTATE INFORMATION: FILE NUMBER 21-81-115 NAME OF OECEOENT LANSHB JOANNE M. .1iMuary 211fS\983 MI OATE OF PAYMENT POSTMAHK OATE January 26, 1983 COUNTY Cumberland DATE OF OEATH January 14, 1981 rihOTAL AMOUNT PAID REMARKS SEAL RECEIVED BY ... -...-:::- . - -.. REGISTER OF WILLS ...___.......- "'.. ___ "T ~ ...._ ...-.. .. ... W,.,~ ',' . 0\ '., '. ~.... "'::;...0 G AMOUNT 4,219.26 4,219.26 .....",-- ...-- I ~ n ! Ii ~ n a ~aA_J! ~ -..- ~_. --- - ~- - - --.-- ________ _____ _,.._.__ .___ __ _____ .~_M' ._._.. _._..._.__ --.. -.- ..-... --~. T ' ,-- ~ .~ - -.- ",,"'- -- .- -- -- ~ .. , "V,l"'" COMMONWEALTH OF PENNSYLVANIA *-" I NO DEPARTMENT OF REVENUE iii -L0105~QFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX,"~,'.!~, a RECEIVED FROM: 1.:._, Ri_~!u.'~_!-._~~aco~, Esq. "__~~Q._JIOX ,JI~ ___!l.II_Z;r:~lIbU,X9. 'a. 17108 L .J --'- ".. ....--...--'. ....-. ESTATE INFORMATION: FILE NUMBER 21-81-115 NAME OF DECEDENT LANSHB JOANNI M. Ma1\uary 2f~ST1983 MI DATE OF PAYMENT POSTMARK DATE January 26, 1983 COUNTY Cumberland DATE OF DEATH January 14, 1981 REMARKS I I I 1 I I I I \ . - - - - -.-- ._..- ----- --. -- ---- ----. -+.-. SEAL m m AMOUNT ACN Assessment Control No. Probate 397.20 ,-:l GTOTAL AMOUNT PAID 391.20 I ~ ~ = )1 '" . II! II e ~_J1 )} lu;y, Iv ,f."~ I 51 NATURE .' '{ , RECEIVED BY ....-- ~ ~~............ REGISTER OF WILLS JL...JI..___"'-' --.... _'-'L ...... ---..... -- .,_ .. _. .__..u __.,__ ____,...__ O'"U__ ....- ..--_. _.~. ---.. _.- -,- - --- Discount: Interest: If any tax due is paid within three (3) months after the decedent's death. a discount of five percent (5%) of the tax paid is allowed. . the discount period is calculated in calendar months. Example: date of death 1-15-82, discount period expires 4-15-82. Except for tax on a future interest, inheritance tax becomes delinquent at the expiration of nine (9) months from the date of death, , Inheritance tax on a future interest becomes delinquent at the expiration of three monlhs from: - the date of election to prepay or - the date of death of the life tenant or annuitant Interest is calculated on a daily basis from - delinquent date to date 'of payment on any tax unpaid on delinquent date - date of last delinquent payment to date of payment on any unpaid balance. Interest is charged at the fOllOWing rates: Delinquent Date 5/27/43 to and including 12/31/81 111/82 to and including, 12/31/82 111183 to and including 12/31/83 Annual Interest Rate Daily Interest Factor 6% 20% 16% ,000164 ,000548 ,000438 Those estates that become delinquent on or before December 31. 1981 will maintain a constant interest rate. The rate in effect when the tax first becomes delinquent will remain constant until the delinquent tax balance is paid in full. . Those estates that become delinquent on or after January 1, 1982 will contain a variable interest rate, Thus, taxes that remain outstanding from calendar year to calendar year will be subject to the different rates in effect on each January 1, Interest is calculated as follows: INTEREST = BALANCE OF UNPAID TAX X NUMBER DF DAYS X DAILY INTEREST FACTOR, If a tax balance remains outstanding for more than one calendar year, a separale inter.st determination must be made for each year at the applicable rate, (Onlv one calculation is necessary if the estate maintains the constant interest rate,) Any Notice issued after the tax becomes delinquent will reflect In inlerest calculation to fifteen (15) days beyond the dale of the notice, If payment IS mldo aftef the interest computCltion date shown on the Notice, additional inlerest must be calculated. To Remit Payment: Detach the top portion of this Notice and submit with your payment 10 thl' Regllter of Wills of the county shown on the Notice. . Address .information is listed on page L3 of the tJooklet, "Instructions lor Inh(UiI.nc6,Tal< Return for a Resident Decedent" . Make check or money order payable to: Register of Wills, Agent J DEPARTMENT OF REVENUE BUREAU OF ACCOUNTS SETTLEMENT P,O, BOX 2055 HARRISBURG, PA 17105 INHERITANCE TAX STATEMENT OF ACCOUNT ACN 101 REV, lB07 (AS) DATE ESTATE OF LANSHE JOANNE M FILE NO, 21 DATE OF DEATH 01-14-B1 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY, MAKE CHECKS pAYABLE TO: REGISTER OF WILLS, AGENT, RICHARD L PLACEY ESQ C/O PLACEY & WRIGHT PO BOX 99 HBG PA 1710B PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE CUT ALONG THIS LINE - -- - -- -- - - - - - - - - - - - -- - - -- - - - - - - - - -- - - - - - -- --- - - - -- - - - -- ---- - - -- ------ --- " INHERITANCE TAX STATEMENT OF ACCOUNT " ESTATE OF LANSHE JOANNE M FILE NO. 21 81-0115 ACN 101 DATE 07-19-83 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE, SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, THE APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-02-81 PRINCIPAL TAX DUE:""""""""""""""""""""""""",,,,,,,,,,,..,,...,,,,,,,,,,,,,,,,,,,,,.'"'''''''''''''''''''''''''''''''''''''''''''''''''''''' 262.47 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DATE NUMBER 11-17-81 069817 DISCOUNT + INTEREST (-I 1. 46- AMOUNT PAID 265.00 05 '......,; ,-" ~:~;~ . ::~:: "'1; :.l , , .'-.,; ~..J TOTAL TAX CREDITS 263.54 BALANCE OF TAX DUE 1. 07CR INTEREST .00 TOTAL DUE 1. 07CR (If Balance Due is less than $1.00 no payment is required) * IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST RETAIN THIS PORTION FOR YOUR RECORDS \ :EV . 4~A EX 198. ~ COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF EXAMINATION p, 0, BOX 8327 HARRISBURG, PA 17105 NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ACNZ 01 ESTATE OF L ANSHE J OANN E M DATgS-1l-86 FILENUMBEF?1 81-0115 DATE OF DEATi\11- 14-81 COUNTY CU/'IIlERLANO NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT,SUBMIT THE UPPER 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." RICHARD L PLACEY ESQ PLEASE RETURN THIS C/O PLAC EY I; fiR IGHT PORTION TO REGISTER OF PO BOx 99 WILLS IF PAYMENT IS DUE AMOUNT REMI1-TED HBG PA l11C8 S ' ~~~!~~~~GY~~_~~~______!~~~~~E~~!~~T~~!~_~O~~~~~~~~__________~___________ NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLV ANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ESTATEO~ANSHE JOANNE M FlLE21 81-0115 Ac,?OI DATQ5-12-86 NUMBER ESTATE TAX DETERMINATION AND ASSESSMENT 1. Credit For StatE DEath Taxes as Verilied 1, .00 2. Pennsylvania Inheritance Tax Assessed 2. ".481.73 (Excluding Discount and/or InterEstl 3. Inheritance Tax Assessed by Other States .00 or Territories of the United States 3, (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed 4, 4. 4tH. 13 (Line 2 plus LinE 31 5. Pennsylvania Estate Tax Due 5, .00 (Line 1 minus linE 41 TAX CREDITS: Payment Dale Receipt Number Interest (-) Amount Poid --.J Total Tnx Credit _ 00 Balance of Tax Due _ 00 Interest _ 00 Total Due _ 00 (II Balance Due is less than $1. no pavmenl is required) . IF PAID AFTER THIS DATE SEE RE~ERSE SlUE FOR CALCULATION OF ADOITIONAL INTEREST , , I I COPY 2, IiEGISTER OF WILLS I ___ __ ______.______.,_______ _____ ._______ ,__. ,__ _____ ____ ___ __ __ _ - -. ----J ...~ PURPOSE OF NOTICE: To fulfill the requirements of Section 1745 (bl of the Inheritance and Estate Tax Act, Act 255 of 1982 (72 Pi. C.S. Section 17451, Detach the top portion oT this Notice and submit with your payment to the Register of Wills. --Address information is listed on page 13 of the booklet, "Instructions for Inheritance Tax Return for a Resident Decedent." --Make check or money order payable to: REGISTER OF WILLS, AGENT. REFUND leR): A refund of a lax credit, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (Form REV-1313J. Applications are available at the Office of the Register of Wills, any of the 24 Revenue District Offices. or from the Department's Forms ServIce Unit 24 hour Forms Ordering telephone lines in Harrisburg - (7171 233-3443, in Philadelphia - 12151 351-2065 or In Plllsburgh _ (4121 565-3601. PAYMENT: OBJECTIONS: Any party in interest not satisfied with the assessment of tax as shown on this Notice may object within sixty (60l days of receipt of this Notice as follows: by written protest to the Department of Revenue. Board of Appeals. P.O. 'Box 1874, Harrisburg, PA by election to have the matter determined at the. audit of the account of the personal representative b\' appeal to the Orph.;lns' Court. 17105 OR OR ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on thiS assessment should be addressed in writing to: PA Department of Revenue. Bureau of Individual Taxes. P.O. Sox 8327. Harrisburg. PA 17105. ATTN: Post Assessment Review Unit (717) 787-6505. See page 3 of the booklet "Instructions for Inheritance Tax Return for a Resident Deceden1" for an explanation of administratively correctable errors. Additional Pennsylvania Estate Tax assessed as a result of a change based on the Federal Estate Tax closing letter becomes delinquent at the expiration of one (1) month from the date the final notice of the increase in Federal Estate Tax is received. Interest is calculated on a daily basis at the Delinquent Date 5/27/43 to and inclUding 12/31/81 111/82 to and inCluding 12/31/82 1/1/83 to and inCluding 12/31/83 1/1/84 to and inclUding 12/31/84 1/ I /85 to and including 12/31/85 1/1/S6 to and including 12/31/86 Taxes thaI became delinquent on or delinquent balance is paid in futl. Taxes that became delinquent on or after January 1. 1982 are subject to a variable interest rate that changes each calendar year. Interest is calculated as follows: INTEREST: following rates: Interest Rate Daily Interest Factor 6% 20% 16% 11% 13% 10% before December 31, 1981 will ,000164 .000548 ,000438 ,000301 .000356 ,000274 maintain a constant interest rate until the INTEREST . BALANCE OF TAX UNPAIO X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -- Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of 1he assessment If payment is made after the interest computation date shown on the Notice. additional interest must be calculatt:!d.