HomeMy WebLinkAbout81-00165
No.21..81
PETITION FOR PROBAT.E .OF WILL AND LETTE~S TESTAMENTARY
7~I~H t: t(.
In the El,state of _~I/.i:I-tJ-.J:;' /i.).E..::f:..C.L\.iEt:.'---.
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, deoeased,
To !'legle\l1r of Wille for the oounty of Oumberland, In the Qommonwealth of Pennsylvania,
.petltloner(JI)Is (~).the exeout r::...Lf. nsmed In the ~ast Will and Testament of_
_1.12UU\ " r.: [ll En' 1\ l f C' ...:...._ datsd ,,7 JL..i!./..J3DI-L 'f 1., '7
Deoedent waS a oltlzsn 01 tho Unltllo Btatee and a resident of .-IJ.,.t-' ~l' r~"" ,,) 11t~/
TownB\1lp(IioI'G\I~h), oumberland Oounty I oommonwealth of Pennsylvania,
Dsoedent died on,-lI.cJu1~7'--- the _~ day o/.-'!it.\ f~ C J-I A,D, 19.L.L, In the
oountyof [~Ll ~rl].}~L_, " ' State of _128_ at the ags 0/ ....i.E years,
Deoedent has (has not) been marrlsd ahd has (has no\) had 'ohlldrsn born ,to him (her) slnoe the ex.
eoutlon of the above deeorlbed WIlI.,. .' '
Deoedsnt was pOSsessed of persona!.property to the Val us of .~-- vi 4,$;. Oil (,
and of rsal estate to the valus of
Ji~1 E
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as near ae oan be'asoertalned; said real estate eltuatljld as follOWS /'i A
Therefore, your petltloner(s) respeotfully apply(les) for the probate of the eald Last Will \\nd Testa-
ment and for Letters Testamentary theron,
DatEtd 11.)/.1..., ~/.. C)', j 9 'jj I
OOMMONWElALTH OF PENNSYLVANIA
90UNTY OF o'UMBERLAND
,: r:,H..ltfU.€..Y-_/!IL'r..c.e.LEf.rrj:l/:JtI1lEarsrl:L(.:jrJ~&' tJ'U j), IJ ~ '" .y; /'L.7h.,) ,
named In ,above applloatlon, being duly ~'A,f,__Jf___.._ aooordlng to law say(s) that the
statements set forth In this petition are true to the best of~->L- knowl~dge Md belief,
.worn
""__...."........." and subsorlbed before .....~,__.__...m.--l..
l\1e, ''''''TMa.~S~.p~..--.,.....~~ 19 ~~., .-' ..
.i;12~lf.,e~"(~~1~{,~~/ "'~~~~~t~~~!L~;.~:';f6~tLc
Name and address -4Lt (;,;;,)A (felt 'If' Jh"fll.U,
of Petltloner(s) , )
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Flied:
Maroh 9, 1981
A lIorney
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~ST WILL AND TESTAMENT or
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ANNA FISHER METCALV'E
I, ANNA FISHER METCALFE, C"307, Frey VillagCl, Middletown, Dauphin
County, Pennsylvania, ~o hereby'make thia my Las~ Will and Test~ment,
t'evokinganyformer Wills an~ Co~ioils ma~e by me.
E~I I name my ~aughter, Shirley Metoalfe Han~forth (Mrs.
carlos H. Han~forth), Camp Hill, Pennsylvania, as my EKeoutrix. If
she is unable or unwi:Lling to ser,ve, I name my son,Cdnl:!ad Fiaher
Metoalh". sr., Avon, Connf.)ot:Lout" aa my EKeoutor. If both my ~auqhte;r,
Shirley MetoalfeHan~forth, and my son, Conra~ Fisher Metoalfe" Sr.,
'are unab;!.e Or unwilling to serve, I name my son, William Warner. Metoalfe,
Edina" Minnesota, as my EKeoutor. I direot that my EKeoutriK ol;
EKeoutor serve . without bonel in any j urisdiotion in whiqh oalleel
upqn to aot.
SECONDI I give my tangible personal property to my daughter,
,
Shirley Metoalfe Handforth, with oomplete oonfidenoe that she will
oarry out any written instruotions that I may leave with regard to
,
said tangible personal property. Should I leave no suoh written
'.instruotions, I am oonfident that shlfl will make equitable divisio'n
among my surviving ohildren ~nd/or the issue of any eleoeased ohilel.
J;n the~vent that ,my dal,1ghter, Shirley Metoalfe Handforth, does not
qurvive me, I give my tangible personal property to my son, 'Conrad
Fisher Metoalfe, Sr., with the same oonfidenoe that I had i,1'\ my dauc;rhter.
,In the event that mY daughter , Shirley Metoalfe Handforth; an~ mYElon,
C~nradFisher Metoalfe, St'., do not survive me, I give my tangible
pet'sonal property to my I son, ,William Warner Metoa).t'e, with ,the same
oonfidenoe.
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THIRD I I 'give the rest,' residue, and remainder of my estate,
teal, persona~,and mixed, and wherClsoever lOQated, as follOWl'l1
(a) After payment of all proper C\ebts,e~penses; and
,
estate, inheritance, and suocesaion taxes, the Urst Fifteen
Thousantl Dollars ($15,000.00) to be diVided equally among my
chi+tlreni Shirley,Metoalfe Handforth, Conrad Fisher Metoalfe,
Sr., and William Warner Metoalfe.
(b) If .ny funds remain after satisfaotion of the
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provisioris of subparagraph (a), the next dne Thou.and Dollars
(U,ooo.OO) or the remaining portion thereof to Middlebury
College, Middlebury" Vermont, without reatriotion as to use,
j. '
(c) After satisfaotion of the previsions of subparagraphS
(a) and (b), the, remaining funC\s, if any, to be dividetlequally
among my chiltlren, Shirley Metoalfe Hantlforth, conratl Fisher,
Metcalfe, Sr., anti William Warner Metoalfe.
(d) Should any ,ohild, iCjentified in subparagraphs (a) ,and
(0) not su;rvive me, her or 'his gift shall go to her widower
or ,to his widowl provj,tled, however, that should said widower
or widow also not survive me, the gift shall go to the deoeas~d
,9hild 1 s living ohiltlren in equal shares.
(e) I am hopeful that,eaoh ohild of mine will, should
oiroumstanoes permit, give a remembranoe to his or to her
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ohildren from the gifts desoribed in subparagraphs (a) and (c)
at such t,ime anC\ ,insuoh amount as the'. parent deems appropriate.
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FOURTH, I give to any Executor, Exeoutrix 61''' Exeoutors and to
any Trustee or TrUetees, nameC\ in this Will, or any Codioil hereto,
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hereinafter r!3ferred to in ..the sitlgular neuter gentler, the following
powers during the, administration and until th$ oomp~etion of the db-
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t.ribution of my estate, ancl' until the tel:minationof all trUsts, oreated
hereunc;'ler and until the oompletiOll ,?f the c;'listribution of the assets of
suoh trUsts, in a<;'lc;'lition to, anc;'l not in limitatio,n of, any autoority
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9' ivenit by law or by other proviSions hereof t
(a) To ~etai~, any property of any kind of whioh I may
c;'lie possessed, and to invest and reit\Vefit any suoh property/
(b) To invest and reinvClst in suoh stooks, bonds Or other
property, either real or personal,;l.nolUding any oommon or diversified'
t1;'us,t funds mt'lintt'lined by oorporate fidUciaries, as it, in its sole
,disoretion may deem wiee, without being limited to what are l~nown as
"'le9al inV'estmt;lJltsll and without responsibility for diversifioation/
and to deposit: and maintain, in its sole disoretion, ,funds in suoh
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amounts a's ,llt deems proper in banks of its ohoice, inoluding the keeping
of reasonab~e amounts of oash in banks uninvested/
(0) To exer,oiee any options to subscribe for stooks, bonds,
or other investments/ ,to vote, in person qr by proxy,seouriti'ilS
held by H: and in suoh oonneotion to deleqate its disoretionary powers/
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to join il1 any pJ;im of lease, mOrtgage, merger, oonsoLidat;i.on,' exohange,
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reorqanhation, ,foreolosure or voting tr'us,t and deposit securities
thereunder of any oorporation in'whioh my'estate and trusts may hold
st.ooks, bonds..or otherseouritiesI and generally to exeroise all thEl
rights of seourity holders ~f any oorporation/
(d) To sell, tra~sfer, oonvey, mortgage, pledge, grant
options for s~les or exohanges, lease fOr any period pf time o~ ex-
ohange any property, %;'eal or personal, whioh at any time may form plirt
of. my estate, fo~ t.he payment of debts or taxes, or for any pUrpose Of
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administration 'or distribution, at' either publio or private sale, for
suoh prioes, either in oash or for oredit, and!l.\pon .suoh terms al!l it,
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~n d. ts solo disoretion, may <learn wha, and to axeou,te and dati vf.lr
daeds of oonveyanoa or transfer thereof, withQut' any liabil1 ty on the
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part of the purohaseror puroI1asa,rs, or anyone elsa dealing with it
with respeot to my sdd prQparty, to see to the' proper applicfltion .o~
the purohase money orprooeeds,
(e) To, renew notas or debts of mine.! and to borrow sUms
bf money from any person, ,inoludihg- any Uduoiary, giving suoh seourity
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tharefor, inoluding a'pledge or mortgage, as it, in its sole disoretion,
may' deem to be for the bast interests of my said estate and trusts,
(f) To'make settlements and to oompromis~ olaims, by or
agail1/lt my estate ot:.trusts, inoluding without limitation, any questions
relati~g to taxes or to any polioy of life ihsuranQe, on suoh. terms
as it, in its sole dhor,etion, may deem wise without the neoessity
of obtaining any oourt approval thereof,
. (g)' To .make distribution hereunder either in oash or in k~lld,
or partly in eaoh, as it, in its sole disoretion, deems wisel
(h) In its. discretion, to amortize from income premiums paid
for investments which are oallable, or have a fixed maturity,
(i) To pay from my estate the'expenses of my last illness
and funeral.
FIFTHI :Jifany beneficiary under Item THIRD is under twenty-one
(21) years of age, I direct' that his or her interest be held in tt'ust
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by National tehtral Bank, hereinafter oalled Trustee, until fluoh
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Qeneficiary reaohes twenty-one (21) years of age. My Trustee sh~ll
apply suoh amounts of income and principal as it, in its sole disore-
tion, deems proper for the support,' education and welfare of suoh
penefioiary, and may aool,lmulateiany unexpended palanoe of inoome to
the extent permitted by law. Suoh amounts may beappl'ied direo1;ly or
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OATH u.' PEhSONAI, REPRES";NTATIV~
COMMONWBACTH OF PflNNSYLVANJA SSI
CpUNTY Of .CUMUERLAND
, "oforo mo, tho Ro~lslor for Iho probalo of Wills and sranllns of Lottors of Administration In and for tho County of
'cumborland,pqrsonally cn~o' ..'1(1 /In.~y III 1:"1(1 At r:-{' II i-l NDI~~',~fll ((r/Ii'S'(',M!.(,(,~ M, liJ.}N /)t.t>N1IU
who, bolns duly J"'/I.lr\J#:.__, do IL'J. doposOl\nd say thaI as I: )( t: C' L\ rr~ I y,
of tho last Will and Tostnmonl of )~ M 1'1 A 1='/ S).} [J Pill/!. 7'(1 tl f ,.' E decoased
X will woll nnd truly admlnlstQr tho soods and chattels, rlshts and crodlts of 6ald d~.ccasod accordlns to law, And
also will dlllsonlly comply wllhthe provisions of tho law rola.tlns 10 Transfer Inhllrltanbos, 5wI<m and subscribed boforo mo,
.., March 9 f' " . klt,..e.~ ll..tiftl t/r.~ #"'tt~/f'l.7fU
,o\,D" 1981 (:))J.y', If.;.,/!.;.., )J. ,AJJL.,~fA~')
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Bo II remombored thnt on the
9th
day of
Anna Fiiher Metaa1fe,
DECREE
Marah
81
,A,0,,19_, there wasprobatod and
a!k!a Anna F. Metaalfe lato of
recorded the la$! Will and Tostament of
Lower Allen Town_hip
, Cumberland County, Pennsy1xllnla,
~hirley Metdalfe Handforth
Dcbodsdd, Letters rn..tfllllltnfo'l"Y were sranted to
Witness my ha'ld and official soallheday And year aforesaid,
, ,'I _
1?~~Rll. v IINlAlNJilliLTANC!; TAX,QEN E,Rfl.h.lN FO RMATIO~
1, WiQ,NS 8!;~EQ~,~l!JJ,.EJ~9.lLlll;Tt!!lli
SocII on 701 ol,lho Inhlllllnllco wHI Estnto Tox Actol \96] plOVillos 1I1f1t tho 101low111p.IIOr$(lOS sholl prepme nnll 1110
n rotnrn:
,
0, Tho Ilornollnl rUllrUsllntallvo 01 tho ostato 01 tho 1I0oodont liS to IlIIJlllllty 01 tho 1I0coll0llt nllmlnlstored by hi 111
'llld suell iuhllllollOlprolllllty which Is III 1\I0Y bo subloot 10 Inholllolll:o Tox of which holsllo sholl hovo or
i1equi Ifl knowlllllRu:
b. Tho lnlllslllfOI! 01 ll111polty lIpolltho trnnsrm or WlllchlnlllJlltmuw Tnx Is OllllOY bo Impoillld by tho 1961 Statulo,
11Ir:!tldlull 0 trustoo nf IlloPllfly trnllsfrJlrod ,III tlusl! Ilrovlllll1l1hllt 110 sopmnlo rotlllllnootl Iio 1Il1ldo hy tho trllnstoreD
of plI)\HHly Inc!tl\folllu Iho rohlrn Df npillsounl roprosontnllVll.
2, pLAOE FDR FI~INO
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TlllI rohlfllls to bo f1lolllndupllcn\ll with 1110 RORIBI(IJ or Wlllsof Iho counly whorolllthll docodont rnoldoll,
3, IlM!;..[Ql~ Fll,l!LQ
Tho rotlllll is dllo nino 1II0nlh~ IIllol Iho docodonl's dootbl lIul09S nil oxtonslon fUI flllnr. hns hoon oppllodlor on~
p,rnnltl(1 by t!loSocrotmy of Hovonllo within tho nlno,monthIJorlod, '
4, W..WllLI9.J:.l!. E BEIllB~
Sectlon7!l1 qf,lho 1961 Slntllto proVldos thnt"" ,nny pOlson who wlllfollylf!lls to IIlq nlolurn or olhor roporl ,
relllllrorl 01 111m, , ,shnll hl1 porsonnlly 1I0blo, , ,\0 a ponolty of 25% of tho tnx \lIl1nwloly lound to be duo or $1,000
whlchovor Is tho I(i!\sor to bll rocovCHod by tho Dopnrtmont 01 ROVlllIlIO 09 dohts of IIko m\lollnt aro rocovornblo by
low," , '
6, JAX H..^TES '
Inhoritunco Tax is pnynlJlo ai, till) mto of 6%011 lmllsfors to"llnonl doscondonls, such os lolher, molher, husband, wife,
son, dour,htor, WnlHlchildron, HIiHHIIloronl, sOIl-ln.lnw ond dllughhJl,lu-law and nl tho rolo of 15% os 10 uli others,
6, e.&~~NT.OF-.JAX
.Th(lln~ ossossed Oil Iho trollsfer of properly feportod III tho roturn Is duo 9mollths oltor Iho doc,edeotl,s doath, In,toresl
ot tllo ralo of 6% por nnllUI1I nccruos thoronltor IIntll pOYl1lonl1 s II10do, ^II payments received are II rsl appll od .10 any
Intorost wHich nlny bo duo with any remolndor oppllod to the tox. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE
PECEDENTISDEATH, A DISCOUNT OF 5% OF THE T^X PAYMENT IS ALLOWED, "
^II chocks shollltl be mudo paynblo to' IhO nenlsler orWlllsof tho coullty whoreln the docetlontrosldedondore
recolvod subjoct to,tholln,,1 doturmlnotlon of tho Dopartmont of Revonuo, ' '
7, FAILURE TO PAY
The tuxos illlposod"IORolhor WI,tlI11.l1Y Intorest thoroo.l1, aro (lll.on upon rool property, whlcll lien r0ll1alns.in'effeclunll,1
tho li\xm;' nnlllntorosl hllvobeon pold In fUll,' Tho tox"os 1II0yhe suorJ.for IIRolnst ony real property In the decedent's.
ostoto or 8ROIIISl ony proportybnlonRlnR lo,p lrnnsforoe 1101)1.0 for tho lox, , .
" 8, FILING Of: FALSE RqURN
Any pors(ln wha Wlllflllly,nJnkos n lolso roturn or foport roqillroll 01 hilll shnll, In nccorllonce with Soc\lan 7930f the
1961 Staluto, bo guilty 01'0 mlsllollloonor onll,on conviction thoroof, sllflllho sDlltonr,olllo pay u fino not oxcoedlng
$1,000 or 1I11110rno IIIIPrlsonlllont not oxcoolllnR 0110 yom or both,
QUESTIONS CQtlQERtiJJi9lB.QfLllTJ, TflANSFERS
1. Oltl docodonl, within 11'10 yonr~ of doalh, 1II11ko allY Ililllsfm 01 nllY mnlollfll pOlloi his o~llll(! I'litholll rocol,vlllR
vnluablo nntl ndoClllnlo (:ollsltlornllon'l (AlIlIWIH "Yo~" Of "Nn" ,) .Jll..~;... .
2, ,Old decotlont, will1lntwo yurll5 01 donth, lrnnsfol plopOIly "0111 hlm50111 "01501110 hllllsoll/horsol.l on<l allolhof plUly
or pnrtios (Inolll<llnR n5po1l50) 111101111 OW1I0l9hlp? (^IISY!OI,"YOr," or. "No",) --. ,!,,!
3. If Iho nnswor to ono 01 two nlxlvo 15 "Ym;" illHllho Ifi1ll!lhJf~ ;HO (;lnllllO(lto ho IIOlllnxnlilo, provl<lo tho followlnR
Informollon: "
n, AltO of dooodonl nttlmo ollllino(lII, "--.'--
h, ,Copy uf Ilooth ourllflonlo,
d,Affl<lovlt hy Iho ll\lmHllnl! physic!lIl1 hlllicnllnH 1110 [,Into 01 <locotlollt'!; IlOnlt" nllllllo o!l.rans(ol.
d,AII olhollll(ot!!Ia\lon SIIPI'OIIlIlI\ flOlltnxnlJltlty olllilllUlol.' '
4, Ojd docotlont, In hls/hor Ilfotllllo, mnko nny llill1!ilor of prol'orty wilhollllOClJivllln.1 vnlunillo 01 mloqllnlo cOlIsldnrnlloll
thornlor which wns 10 Inku olleclIn PIl!;:lllllSioll 01 oulllYllIllll1 nl olnllor ill 5/11111 dOIlIl1'/ (/lllswor lIyos" o[ "No",) na,_
a, Was 1I10re,1l1lY Ilosslhllily thnt tho prnporty tlHII!llorrortlll1nht rulillllli, IInnsllJlor 01 hls/hm oslnto or ho slIhiocl
\0 hls/hor powor of dlsposllloll? (AIISWOI "Yw," or "No",) ---...
h, Whnlwnstho trnllsloroo's ngu nltimo 01 (Iocodollt'!l dqnlh? -...--'-'
6, 01(1 doo~dontlllhls/her II(otlIlHllllnl<n nuy IIl1llS((JI without 10cUlvllll\nvnlllnill01ll1l1 nduquoto oOllsldorotlolllhololor
under whlohlrOllslorel expresslY or ImpliedlY rusorvris 101 hl~I/llllllifll or fillY 1'0110<1 Which doos In (ocl end ho(olO hls/hor
dooth:
a, Thopossussloll er 011 I OYIII CIII I 01 ollho rlr-hllo incolllo lrolll lho proporty lrnlls(orrocl'! (Answor "Yes" or "No" ,J .!l!._
h, Therlght to dosinnnlo tho porsollswlio shull possoss or ollloy tho plOporty lrHlw(orrod or Il1colllo thercifrolll1
(Answer "V OS" or "No",) n. "
O. If,tho answer \0 f1vo h, nilovo Is "Yos," !lloto wholhrJr tho rlnhl wns rosurved In (loCQdollt nlol1o or olhnrs,
_........_,______+-_-...--.-.....~---................----.---.---4----.--..-.--.......---......
7, 01(1 dooodont In hls/hor IllolhnullluKo nlrol1sfor, 1110 consldorn\lonlorwillch was tmnsloroo's prollllso to pay Inoolllo
to or lor Iho bOlloflt or.cnro'o!trnllsfolm? (Answm ','Vos" or'''Nn'',) .22~
,
8, Olci dOQndollt, al allY \111I0, tronslor PIOPlllty, lho hUloflolnl on1oYIIH1Il1 of which wus suhjlJcllo OhOIl~O, hocollso of
!I rosorvad powor to oltor, olllllnd, or lovolw, or which cOllld rovorllo doco<lolllllndor tOlllls of tronsfor olbyoperollon 01
law? (AlIswor "YOg" or "No",) n.
9, If (ho nrlswo! to olghl nhovo Is "Yos," was tho powor to ailor, alllond ur rovoko lho Intorosl of lhobonoflclnry resorvod
In tho decodent olano or lho docodont and olhors'/ (^nswor "Yos" or "No" ,) ..
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ItEV.4'i:l n< I (:t.no)
aOMMoNWSA~ TH Of peNNsv~vANIA
Of,PAATMBNT OP A eVBNUf.
TAANSfBAINHBAITANOB TAX
ABSlonNT OPOEOPNT
Estate of Anna F18her Metoalfe
SCHIiOULI! "0"
IlUNUPIOIARIUS
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IIr/S/fIIOlloIIBrJ/l flt/VllfSII ,W!/I!J
BIlNBPIOIARles AND APDResSftS R e LA TI DNSI" P SURVIVUP DATa OP INTllRUST OP BUNUPIOIARV
DUOUDeNT LlIATH
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, Ml.ddlebury Oellege ...Be~.Q.Q..d2.Q.
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Ml.ddlebury, V erm.n t ,
---.-..........,,;..--.....--.-.-.- .....-...------.-..-- ----. --
.
..--.-......- - -
Shl.rley M, Hanclt'trth Daughter Yell ...Jj?1/20 l/~rd Balance
--.-.-..---...-.. --
24 Kenll.nghn Drl.ve .
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o amp '1-Il.11, Pat 17011
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-....-- 9/24125 l/~rd ' .
a.mad P. Metcalfe sin Yes Balance
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8S Wl.nd l.ng Way
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Av.nl O.nn. 06001 -
- - ----
W1111am WI 'Metoalfe Sin Yes _~2/J:1l2..L .__;/1~~,u. B"lano e U'_'
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THe ebove beneflolerlelafe living et thl. time exoept for tile followlngl
NAME
DATE OF DUATH
-;
_u....
.----------,
"
~ST\~UCTIONB EO" COMPLETINOSCHEDULE "E"
"
Sohedulo ','e" must 1t\OIuclllllll prnportY, rllltlnnd porsonlll, ownod by 1I1ll doolldun,\ 10111\ly wlthooothor
, p,rtV or portle,88S 101l1t tOoolllO wllh rl\ll1t of survlv\lrohlp, Both tllr:\lllblu ontl Il1tol1\1lhlo ploporty oro\o bo
Inoludnd, ,Lloll'Olll ont/lto flrot, ' '
,1, Dosorlbo 0111'001 proportV DS 1I\Cllnolod 111 tho Instruotlons for Solllldvlo "A", DIIROrlbd 1111 pmuclI1l1l proporlY
as Indloo\od 10 tho II1s1rLlollonu for Sr;hudulo "ll", Il1oludolho 111111HI, ncldro69 unci rolollol191\\p to tho '
daooden\ 01 tho oo.OWl1l1r (olond lhn duto tho 101l1t ownorohlp WII9 OSlnbllulllld.
2, Indloo\o tho totullllurkol vulll!) of tho 1011111',1 llwl10d propnrtv.
3, Inc1loo\otho porool1tlt\lo of tho rlOllfldont'9 In\01'051,
.'
4, Il1dloo\o tho murkol vnluo of thu dootJdont'u IntoroOI,
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INHERITANCE: TAX SUMMArW SHEE:'r
MEV.... EX' 1110,.1 (6UJWll~JlJ,l.!LQNL.xl
FII. Numb'H._~.~._jJ1~ID:."O:t,~2._~-~-~ .. .....-.. .m"~_"U_'__'_
Eatat. Name _-"._.---Anna..F.~.Mll-t.!JlAlt9., ......"_...."~.h_
[i] Original
o Supplemental
o R.malndar
Date 0/ Death ~~.-lillrQ1L2,.19fll.__u.
Social Security Number ____.QQ2~~9"29~7.
I,
_~u'~~""~~--~~---'~'."lc'-"'.".'''--~
_ _,_".~,~_.___T___,.__...r~~~_'''-'_----'~''''''''''''
REPORT OF INHeRITANCe TAX APPRAISER
I, Ihe undersigned duly appalnt.d Inherltan.. Tax Approlnr In and lor the County of OUlllbertlll)d
Perin.ylvanla1do r..peatlully report thaI I have appralnd the reol and p.rsonol prop.rty OS rl!ilOrtld In Ih.lor.golnR
return 01 the volu.. ..I lorlh,oppo.lte .aah II.m In th.la'I oolumn 10 Ihe right In hhedul.. "A", "B", "C", ond · e"
Dal.dl
June 25. _1981
.,ti1[itl 'f ~'i"y'rlf./lJl{~ }fJ~)
INNEI.ITAIICE T^X A~~M^,UM
-
IHV~HTORY
vA~ue ^' APPRlllnD
CODe
ADJu,'rMeHTS '
(~IIRRIS.URO un OH~Y)
ReMAINDeR IIPPRlllnMeNT CODe
R..I Pr.perty (hh.dul. A)
P....n.1 Prop"ty (hh.~ul...)
J.lnt.H.ld Pr.pllty (Soh.d.l. e)
T'.n.f," (Soh.dul. C)
TOT"~ GROn "nns
I.... D.bl. and,D.dultlon.
(ScHeDu~B P)
CI.B"RV"I.UeOpeSTATB
o LII. Ralate
o Annuity
--
00+
10+
lilt
10+
u
_.._......70,216 ::'7~-.,... -~.-----
40.
".
..;
~
!!ill
P"CTOR
PRIHCIPI.B
V"'~UB
-
CODB
"
-~ - ~--~
"
POR use OP RBGISTEIj OH~ V
To. on .
To. on $
To. on .
T.' on .
To. on S
a..mptI.".
T alai B.to'.
~
61'0:_
COMPUT~TIOH OP TA~
$
$
15~~
$--
\.
$--
$
TOTAl. T"X
INHRBST PROM
.A~AHCB
TO
.
$
.
I.... C,.dltl
DATI! oP p"YMeHT
^MOUHT P"ID OISCoUHT IHTeReST
$ ... $ - $ .
-'4__
... .
BAL"HCe $-
INTeResT PROM~- TO $
."L AHCe DU e $
...>.....,.--..-
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1- p.r..na1 i'r.pffiy Ailna Ffiher Me to a!l;-e -'.riif-~="c~-'.'"'~,''' n . -.-.. ....... c.'c.-,=,.,......,'c,,=~,=-,,-".=~=
~.R1n~ 18K Wh1te geld and d1amend
2.Cash trem pur.e
3. US Sav1ng H Bend POD hette F1ll1d
4. Texas pewer &L1ght ~st Mertgage Send 10 1/8% due Oot. 2004
Aoorued Inter..~ 2 Maroh 1981 __
5. PFa Indust;l;'1u .8i Bink1ng Fund Debentures due 2000
6. Aoorued 1nterest 2 Maroh 1981
6.We.tern Unien Cerp, 60 share. o.roman steok
7.F1rst hdlll1a1 Sav1ngs & Lean,Harr1sburg, Pa.
6 m.nth C.rt1t10ate .1' de~es1t 10,000 00
Aoorued 1nteres.t 5 8$
8.F1rst'ederal Sav1hgs & L.an Sav1ngs Aooeunt #2~1~111826 81179 04~
Aoorued 1nterest 2 0
9.C.nneot10ut aeneral L11'e Insuranoe Ce. 1,47.4 26
10.Nat1enal L1te Insuranoe Ce. ef Verm.nt , 1~964 25
11.Veteranll Ad1l11ni.t~athn..alVernmentLi1'e Insuranoe ~1.281.68 .Hoy tates
et tax bh
Persenal Prepll;l;'ty ~nna Fisher Metoa1te J.intly Owned ~o% va1~e l1s, e~
1. Chrysler F1nanoia1 Onpera bien Nete due, 1986 (purohased. 12/29/76
Oa;l;'1Is H. Handferth, SIn 11'1 law, 24 Kendng"n Dr. qamp H111
, '
H.mestead Sav1ngs Asseo1at1.n. 120 $e. UnienSt. M1ddlet.wn Pat
S1x menth Cert1t1oates e1' depes1t (Items 2. 3, 4) , ' ,
2. #15000095 (1/16/81)** $h1r1eyM. i-landhrth, daughter,
, 24 KlIns1ngten Dr1ve,Oamp i-l11l, Pat 17011 '
3. #15000096 (1/16/81)** O.rwadF.',Metoalfe, SIn
88 W1nd1ng Lane. Av.ni Q.nn. 06001
4. #15000097 (1/16/8:\.)** WilHam W. Metod1'e, un
,- 6816 W..ddale Ave., Ed.1na, M1nn. 55435
5. /:l.mestBad Sav1ngs ,Asse01athn Saviilgs Aooeunt #7003 (10~1/76
Bh1r1ey. M~ Hand1'.rth, daughter
6. Btate Oap1ta1 Sav1ngs & Lean P.O. Bex 1861 Harr1sburg Pa 17105
6 M.nth Oerti1'10ate e1' Dep.s1t; (10/12/78)
Sh1rley M. Handferth, dauitlter '
7. Ham11ten Bank P.O. Sex 107~. Harr1sburg Pa 17108
Cheok1ng Aooeunt. 60 376433 and Savings Aoo.unt
6098017028 (10/4/76) Shirley M. Handforth, daughter
**NOTBJ, Items 2,314 (Jeint1y awned property) .are s1x month oert1f'10
depes1t. Hewever the meney used t. pay far them ($45,000) oame l'
prevhuslY. ewned oert11'10ates .1' dePes1.t and sav1ngs aoo.unts wh1
deoed.entha'd only a joint interest for more than tWI years pr1l9r
death.
Inventory of the real and personal eslate 0/
ANNA ).1'ISH1J:H MIJ;'rCALJ.1'l!;
deeeasod,
_______-..__-r.-ri-->--+-'-<-"-.....____,~~----.-.---..._.....~_'_.__.___.____.__".~~_~'_'<>."'~'_.T_~_
;
!
,;
17.5
3
SOO
8, ~70.
.506
61393
- 35
11241
00
16
00
00
25
4~
25
54,5 6:3
7,506 04
7,566 04
7,506 0:3
398 85
'51762 61
1,840 50
tes.~
em
h the
. her
COMMONWIALTH 01' PINNSYLYANIA \.
COUNTY 01' CUM..RIAND J
III
_u__~ ~._..~u_._I;!h.~rJ.-'r .MI.tQ...J.f~_a"nd.r .r.th.~_~.""':"'.~_.__.___._._"__._. ......P.
bolng duly _API'. 1 ntled..---.- ocoordlng 10 low; do pOlO I ond lOY' Ihot rj10 ....S.hi.r.1.lY.JUlwf.J"-'-_.
_~..l'lgt'el't~.LJ!l~eQ..1!.1g.-lcl{~-+--.n-.-o/ Iho eltote of -ANNA FISJiER MIt'rOARlll__..~
, lale 0/-.g.~.K.!'11191n.~t.nDI'ive LL.l:ler__~]..;..e.~L'l'!III1POumberlond Counly;' Po" deooo..dond that tho
within la on Inventory modo by .Jlbh~tl...M.UQ.I:Lf.LHAnd.Lt.rlih~u.-.,..-, the laid. EXll,QUt1'1l "-;-""
c./ the on.tlre utoto. .0/ uld 'deoodant, cO"II.Itlng 0/ 011 tho peraonol.prop,arlY ond rool ..tote, eKo.pt r.ul .Ihtll quhldo
tho Oommonwooltli 0/ Pennaylvonla, and thot tho /Igur.. oppollt..eoh Itom 0/ tho Inventory repr..ent It'I folr value
. ~I of tho doto 0/ daoodont'I dulh, . .
o~d lublodbod bolore mo,
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610 nn~o;Qfo. holary PUllllc
. C~mp 11111. C,imblll'I<<1 Co" PA,
"Iv COmmllllon hpl", 00(, 10. 1981
dt'
19
:J.:
Ollomp Hill (Lowe1/' Allen) Pa. 17011
,i,ddrtll
Dote cf Oooth _:...___.....-.t.-.t'1':o1-
Ptv
MaMh
, Month
19B:I,
Vu,
INSTRUCTIONS
I, An Inventory mUlt b. fllod withIn three, mcntha oltar oppolntment of personol repre..nhtlv.,
2, A Iupplementlnventory milll ba fll.d within thlrly dOYI 01 dlaoovery of oddltlonol o..eta;
3, \~ddltloll.4l ,haiH'.. may be othohad 01 to porlor\olty or roolly
4, :,5.. Art~le IV, :jlllj.uolorl.. Aot of 1949,
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APnIC^TION I'OR CH.~RIT^nLE UXEMPTION
PROM I'UNNSYLVANIA TR^NSPUR INHERITANCU HX
lA.1 01 M"y 2H, 19Sh, 1'.1., 17fl7, ,,"<1 At! 01 JUI" IS, 1961,
P. L. 3131 (II tltll.nd.IJ)
*'
COMMaNWe^I.TII or l'nNNSVl.VMII^
OEI'^RTMeNT op RevENue
BURU^U or cOUNTY COLLUCTIONS
Appllcallon I. har.by '1Iod for tho approvol 1, Baranu Plio /I ,_" ,.21<:,,81..016$.. , 'n_,+"m~mn_,u
alan OHOntptlon /rom Prnn.ylvanlo Tronllar
Inh.rltanc. TQx on th. tran.l.r 01 th. proparty 2, Data 0' Douth'IOh 2 19B1 .. ,. . ":'"_n",_
d..c,lb.d belowl :: ::,t::~,Ap:~::::lt~~~:::~:~;:~--'-'--+"-
$, The C.mmonwoalth', .ppral..d valuo 0' tho proporty lor which an OHo';1Ptlo" I.clalm.d I. $ ,1..000,00 .'
(Hot., Whtre tl"property I' .thtr than a .p.clllodamount of ca.h, tho .H.mptlon oannot bo approvod unlllth. valu. 01
the property has b.enutabll.hod by oppral.al by tho Commonw.alth, .Hcopt In tholO co... where tho amount 01 th. gilt
.r bequut repre..nh a lIated Iractl.nal or percontago portion 01 the antlre o.tato or tho onllro ro.ldu., In tha.a 00...
anter .uah Iractl.nal or para.ntago amount,abovo),
6, Ch.ck th' manner In whlah tho transf" wo. oll.ctod and .libmlt a copy 0' th~'documant authori.'ng tho tran.lar, unl...
.uah ntaWlal has bo.n pr.vloully Iliad, "
WILl. 4Q(
DUD 0,
TRUST INDEHTURe 01
SURVIVORSHIP 0,
OTHER 0,
01 oth.r, .xploln)__
........-._-_._--+-,----....~._-----.
7, Corr.at Busln... Honio and Addr... olCharlt.blo Organl.otl.n rocolvlng proportYI
NAMB
Mlddlebury OD1lege
ADDRBSS Mlddlebury, Verm.nt 0575:3
OSee'llstlng on revorso side lor additional charltablo organizations covoted,
8, I aartlly that tho In'orntallon contaln.d hor.ln Is, to tho ~..t 0' my knowlodgo ondb.II.'; tra. und corr.ct,
Slgnoture 0' Appllcont ,'~~r~f; Z~:fH'a*';t:.zo
Addre.. of Appllaant
Exeoutr1x Estate of
Olllolal Till. . Anna Fisher Metoalfe
24 Ke~s1ngt.n Dr1ve, Oamp H1l1, Pat 17011
_Dato
Ju11 2, 1981
Thl. fo.m mu., b.,ompl"'"d In 'tlpllco" .nd all Ih..1 c.pl.. dlllvor.d '0 Ihl R'Olll" of Will' I.. ,hi Coun'y In whl.h ,hi d..ldln,
'"ldld, or In.whl.h II"'" w.,.I..uld fd.. non.,..'dlnl,dlco~lnl" .,""", If ,hi dl.ld.nt wo' a n.n.r..,dln,.f Plnn'ylvonl. and
1",,".. wlrl n.,llluld by. Plnn.ylvanlo RIOIII.r ol,wlll.,.dlltvor .11 thlll '.pl.. '0 ,h. Oh..,OI, Bu..au 01 C.unly C;'III.I'.n.,
Ponno, Dlportmln, .1 Rlvlnu., 26 $, 41h 5'"",, Ho..llbu.o, Po,
Po n.twrlt. b.low thl. Iln.. Po, Olllclol U.. Onl
APPROVEDI Por tho Sear.tary 01 R.v.nvo REPSRRIlD to Bvr.au H.adquartors
Approved 0
por Secr.tary 01 R.v.nu.
D.nl.d' 0
IA gnatu,. 01 eglll" 01 'Will.)
'-I~.<4:4'f4---
~ )county)
//11/
. . . (Date 0' Approval)
(Initial. .1 Reglst.,., Will.)
(Author I zed .SI gnatuft)
(County)
(Tille)
.
(Dato ., Rel.nol)
(Oat. 01 Action)
· S.. r.v".. sid. lorr.a.on.
MUST Be "'LID IN 'rRIPLIr,:~U
Q.S.li5..B.A.bJNHERITANCE TAX INFORMATION
Unlallall.d lIabilltloa Incyrr.d by tho docodonl prior to hla/hor doath oro daryctlblo agalnat hll/hor taxablo
111010. In addition to dobta Incyrrod by tho docodent or OBlato, olhor Itoms (HO clalmablolnclydlng tho Colt of
admlniltratlon, allorn'y f..a, IIdyciary f..., lynora'l and byrlal oxponsos Inclydlng tho call 01 a by,r1allot, tombltan.
or gravo mark.r and pthorr.lat.d byrlal .xponln.
All d.btlbolng clalm.d agalnlt an' oltalo or. Iybloct to Ih. approval of, the Roglltor of WillI with whom Iho
Inh.rltanc. Tax RotYrn 1llIlod. Evld.nc..to Iypport Ihodocodent'l or the OItat.', liability for .the 40bt,' b.lng
clalm.d Ihoyld b. attachod to thil achedyl.. '
,
A family oxemptlon may be clalm.d by a IpOYIO 01 a decedent who died domlcllod In p'onn.ylvanla. If,thero II
no IpOYlO, or II the IpOYIO hallor/ollod hll/hor ,Ighll, thon,ony chll,d of the dacedonl who II a momber of tho lame
houlOhold canalalm the exemption. I,n the ovent there II no Iych IpOUIO or child, the eXJ!I11ptlonaon beclalmod by
a parent or parenll ,who are membe'l of tho some haYlohold 01 Ihe decedont. Tho family exemption II alloY/able only
agolnll OIsol,l which po.. by a will or by Ihe Ponl\lylvanla Intollalo l..UWI.
NOTEI Compenlatlon paid to an estate roprelOntatlvel nomelx, an'oxocYtar or administrator, for I"rv!.co.
performed In admlnllterlng an estate II reportablo fer Ponnsylvanla Incomo Tax'pyrpoIOl. Thla taxcible Incamo
Item shoyld be re/lorted on f,orm P,A~40.lndlvldYallncomo Tax RotYrn.
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INSTRUCTIONS FORCOMPl..ETING SCHEDUl..E lip" '
1. II th'e lamlly exomptlan ,I. bolng claimed, Indicate the clalmant'lname, addreu,an'dhll/hor r,elatlon'hlp,tb
tile docedent. Enter'"family exemption" Inthe remar~JiQolYnHj and Iha anlounl claimed In the amount column.
2. Aulgnconseculive numberl 10 oach Item lI,tod.
3. l!ntor tho dateon'whlch each dobt wal Incurred,and/or pa'ld.
4. Ent.r tho "ameBaf oach payoa.
6. Provide a brlo(,axplanallon In the remarkl column lor oach debl clalmod.
6. E,nter the allloYnl of each debt bOlng claimed.
7. The foiin mU,lt bo signed by the person who has auumodlhe responsibility for paying Iho ,debtl.
IP ADDITIONAl.. SPACE IS NECESSARY USE aw' x 11" SHeETS,
.INfQl\MATlQ.tlL
TQ losuro propo',o"'dll 10 YOlll IIUOlllii,1. Ihll IlU,!1II (II IIw oulolll IIlld fllu olllohor should bll olo.,ly prlol.
od'on Iho ohou~ or monoy o,dor,
This o..o.smonl '10 modo III o"uordonoo' wllh 011,,11(111 700 of Ihu Inhll,lIoooo IInd eSlllto TnM AOI 01
1901172 P,~. 6 2400.7001,
To the oMtent Ihnt Inhorllonoo Inx 10 1'"ld wltlllll Ihroll 131 monlh" olior Iho doolll of 1110 dooodont, 0
dlsoount of livol61 poroonll. ollowod (72 P.S, g 2486.7101,
Inho'lI~noo Tux, olhor "'011 10M on 0 111\1110 Illloro.l, 10 dUll 011110 111110 of Iho duoodonl" dOll1l1 11I1\1 booom..
dellnquont UI tho oxplrollon olnlno Illl monlhs II'tor, 1110 dooodonl'u donlll 172 P,O, fi 2486.711). Inhorllonc.
Tox on 0 IUlu,o Inlurosl I" poyolllo wltllln 111100 131 monIlia nlio, Iho transfer In~os off 001 In pOllolllon' nnd
onJoyinenl Dod'lp dollnquonl Ihoroohor 172 P,8, fi 2480.7121, Coloulolo Inlnrool from Iho dolln'lunnl dolo shoWII
on Iho Inco of Ihls 10"1110 Ihe doto 0' DClUDI poymonl using Ihn following Inlornslloblll:
___...H__.........._ ........._.._... _'. _ _n_____........ _....... ..._...~. r-<-.~""-'''' _.._ _ _ _. ....M -. ........ ...,.. --- --..... --.. - - ...~,. -'-
1 morllh ,006 4 rnonlhs ,020 7 monllls mo 10 mo~II's ,060
2 mooths ,010 6 months .020 8 monlhu ,040 11 mOl1lhl ,066
3 monlhs ,016 6 mOnlh" .030 9monlhs ,046 12 monlhs ,060
1 dnvs .00017 11 dnva ,00180 21 days ,00362
2 days .00034 12 diva .00203 22 day" ,00309
3 dava ,00061 13 doyu ,00220 23 doy" ,00386
4 days .,00060 14dnys, ,002~7 24 doyS ,00403
6 davs .00066 16 dnye ,00200 '26 dOYI ,00420
o dave ,00101 10 dova .00267 20 doys ,00437
7daya ,00118 17 doV. ,00284 27 dny. ,00464
o days ,00136 10 doya .00301 20 daya ,00471
9 dnys .00162 19 dnya .00310 2911aya ,004BB
10 dnva ,00100 20 d<<ya .00330 30 dnya ,00600
-- --.....-.......-...- ...--...--...-..- ":"'-.... ---... - - ---. -- - - -.....-- -- --..-..--......- - - -... ":'-..-.......--.-..-......
Anv porty In Inlerosl, Inolullll19 1110 Comrnol1wo.\lth <<I1<1lho' poraal1nl ropruool1101lvo, 001 aollalloll with
Iho ORsoasmonl moy ollloot IhNOIQ within alMlY 1001 dayn nfto, rool\lpl of tI,r. Nolloo os pro vi dad by Boollan
1001 a' Iho Inllorltanco nnd aUlolo Tnx ACI of 19B 1 (72 r,B, g 2406.10011.
Make ahook or monoy ordor payable to:
"Register of Wills, Aganl"
Mall to tho address list ad below;
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To Insuro p,opor orodll 10 you, flr-oOUI1I, Iho 'HUll 0 (If II'" OUIOIO nlld filo numbo, IIhOllld bo oloftlly prll1l.
od PI' tho ohook 0' mOl1oy ardor, '
TI,ls OS808Sm0l11 10 msdo In ocoordol1ou wllh SlIel'''" '/OU "I Ihu Inl"'rIl0l100 ol1d 6011110 Tllx ACI of
1961 (72 p,s, 6 2486,70UI.
To Iho ,0Hlol11 Ihol lI1ho,lIl1noo lox Is pold ,wllhll1 Ihrall (3) monlhs 0110' Iho dnolh ,of tlHI dooo<lonl, 0
dlsoounl 01 IIvo (6)po,oonlls ollowod 1'I2I',e, ti 2486.71UI,
Inhorllonoo Tox, othor'lhol1 ION on IIll/turo II1loro.l, I. dl/n IIllho dnlo of tho <Iaoodont'. dOOlh and hooom08
dellnquenl 01 Iho oxplrntlon of nll10 (01 mOl1lh. II110r Iho <111001,10111'. uoolh 172 p,e. fi 2485.7J.1). lI1horllonoo
Tax on 0 fUIuro Inloro.1 I. poyohlo wllhll1 tlnoo 131 ,"Ol1lh. o.flo,lho \tnnolor lokos 011001 III poo.oulon and
on)ovmonl ond Is <Iollnquonl Ihoroollor 172 p,e. U 24U5.7 1 ~I, ColoulslO Inlorosl from Iho dollnquonl <1010 shllwn
on tho fooo 01 Ihls form 10 Iho uolo of nOlUnl pnymol11 usll1Q Iho folloWing IlIlorosl whlo:
...--..----......--....................----....--.........- --- ....----...-----..-. -.. ---... ..-- --,..-.------ -- -- ---...-
1manlh ,006 4 n\onlho .020 7 monlhs .036 10mol1I1\8 ,060
2 monlhs ,010 6 monlhs .026 8 monlhb ,040 11 monlhs ,066
3 monti,s ,016 6 montlis ,030 o monlh's ,046 12 monlhs ,060
1 days ,000 17 '11 day. ,00186 21 <Inys ,00362
2 days ,00034 12 dllY. ,00203 22 <Ioya .00309
3 dsys ,00061 13 <IIIYs ,00220 23 dovs .00380
4 days ,00000 14clny. ,00237 24 days ,00403
6 days .ClQ086 16 <IllY' ,00260 26 days ,00420
a dAYS ,00101 10 doys ,00207 ' 26 dova ,00437
7 dsys ,00118 17 doys ,00284 27 dovs ,004a4
8 dAys .00136 18 doy. ,00301 20 days ,00471
,.9 <Isys ,00'G~ 19 doys ,00318 29 days ,00488
10 days ,00100 20 dllYB ,00335 30 uoya ,00600
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Any "arty In inlorosl, Inoludlng Ihl! COnlnlOl1wnollll ol1dllm II.rsonnl ,0ll'OSon18110/0; 1101 soll"flnd with
tho OBBoss"'onl moy ohlont Ihoffllo wlthll1 slHly 1001 dpy. nllllr ronollll .f Ihis Nolleo ss ",ovldud by Socllon
1001 of Iho 1I111orltanea ond flslnlO Tox ACI of 1061 172 1',0, fi 248B.' 0011,
Mako ol10ok or fllonoY ord~r [loyablo to:
"Hoglrltor of Willa, Agont"
Moll to tl10 'odelman IIstod bolow:
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OOURT OF Q,QMMON FLllJMI OIl"OU~laBlflLAND OOUNT:':
I'I!iNNSnV ANIA ORPHANS I OOURT DIVlii;ION
NO. 21-81-165
,Estate 01' Anna Fisher Metoalfe, Deoeased late 01'
Lower Allen Towpshi~. Pennsylvania
First and Fina1 Aooount of Shirley Metoal1'e Handforth,
" b1xooutrix
,
Date ~f neathl Maroh 2. 1981
Lett~rs O~antedl Maroh'9. 1981
Letters 01' testamentary Were ad,ver't1sed in the Karrla'our~
Pennay1vania Patriot NeW!lof l'laroh 17, 24 and )1. 1981
and the OU1l\ber1and Law Journal on Maroh 13, 20 and 27. 1981
SUlllll1ary and Index
P1'l1:101pa1 Reo al pts ~ )9,757.:36" Page 2
J n001l\e ' 2,811.9' l'age 3
Oomblned Prl.nclpal and 4-2,569.31 Pat-e 3
Inoome
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Less Expenses 6. 58.5.60 ?age 4' ,';
Available 1'01' ul.strlbUtl.on 35,96).51, Page 4
all in' oash
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