HomeMy WebLinkAbout81-00195
No, 21-81
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
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In the Eatate of _
Robert A. Willis
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, deoeaeed"
To Register of Wills ,for the County of cumberiahd, In the Commonwealth of Pennsylvania,
Pstltloner(ll) IsllMa)l4he .exsout o.r.......___ name,d In the Last Will and Testament of
. Robert A .WiJ.lis dated _---.-a.UPA 23,_ 1 CJ 7 3 t., (",J~ ,.; I ' 1\1,\\/ ~1'/'J,'(iJ
Deoedent waea oltlzan of the United Btates and a resident of Lomovne
~~Pftt1lp:(Bor(Jugh), cumberl~ndOountYlcommonwe!\!th of PenneylvlInla,
Dsoadent died ,on, F'tlc1ay the -i,3tlL day of _ March . A,D. 19i1X~, In the
County of _ Cumberlanc1 ' ,Btate 0.1 ~nn~ at the age of, 73 . years,
Dsoedent kau<(has notl been married and:l:ml!:(hasnot)harJ ohlldren born to him (HIA') slnoe the ex.
eoutlon of the above desorlbe.d Will. .
Dsoedent wae possessed of personal property to the ,value of _-14.25...000
'and of real eetate to the value of $25, (lOO
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as near as oan be asoertalned; eald real eetate situated as folloWs.J:9catec1 on Inc1iana Avenue,
LGlJ10Y\10 'BOroUgI1..L.Cumbetlanc1 CO);1ntYI l"aitvlc3w 'l'ownshil?' YotkCO).lrU:.y
There,f,ore"yourpetltloner(e) reepeotfully apply(lee) for the probate of the ealdLast Will and Testa.
ment IIOd for ~'etters Testamentary th!,!ron. ,-
Dated March 24, 19l11
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Dauphin Deposit Bank, Ii Trust
213 Matket Stteot
Hatrisburc;J, Pennsylvania _ 17105
COMMONWEALTH Oft. PENNSYLVANIA ,}
COUNTY OF OUMBERLAND ' S8
WilHam S. Sal")forc1, Tr,ust Offioer
,,' ,----.---.ofi.upllrn--;-OGllXHlit: Bai\k Ii Trust COnlpany
namec;lln' above applloatlon" bell1g duly ,S\'IOtO aooordlng to law say(s) that, the
stalements,aet forth In this petition ,are true to the best'of his 'knowledge and belief.
SW9J;11.,j;CJ___.c and eubecrlbed bef,or,e _...._.~. . ' /',rP\1t1
,rne'/A.:t-l~E~~_~~_---~ 198J__..Lm......_._._..~ 'Iu,Ult?t Ijl\_ . .1/
~/lld//,li!u,~~(~~ ___~_~m~~~~~~~~ g~p~~~r~~a~k T & u;~u~~e~~~r
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Filed: Maroh ~4, 1981
Attorney Mye rs I
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1U~t~t Jltll M.ttb' mcst~tlltCttt
1, ROBERT A. W1LI..IS, of the Borough of Lemoyni.'l, Co\mty of
Cumberland and State of Pennsylvdnia, make, puhlish and declare this
to be my Last Will' and Testament, hereby revoking any and all. Willa
,
,py me a~ any time heretofore made.
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1. I direct payment dE my debts and funeral expenses as
soon after my death as may be convenient to my mxecutol' hereinafter
na,med.
2, I direct mY' said J,~xecutot' to pay from the funds "of my
estate all inheritance, transfer, sucdeasion and estate taxes pay~
able with respect to my estate and not to seek reimbursement or con~
tribution from any penefidiary under this Will.
, 3, I gi~~ and bequeath to my wife, Ada catherineWill:la,
'my h,ouseholdgoods, automobiles., clothing, j ewe lry, sporting equip~
, '
ment and other tangible property for personal use or adornment.
4. If at the time of my death I own or control the business
which I presently own and carryon under the name C, S, Willis &
Sons, I direct and authorize my Executor to carry on and conduot
said business for whatever time shall be necessary to incorporate
such business with power to borrow on the credit of my estate and
to' pledge assets of my"eatate as security for such borrowing fqr
the condupt ,qf such business , ,and to incorporate such bUsiness alone
or wi1:h others who may have any interest therein as soon' as possible
l:tfter my"death~ Upon"the" completion of the incorporation of said
business, 'I direct my Exeoutor to ass1.gn and transfer to mY son,
Rohert Howa rdW:l1lis ,provided 11e is then emp loyed in the busines s
of the corporation, twenty percent (20%) of the capital stocl~
thereof and to my stepson, Harold Eugene W;t;'ig\'ltl provided, he ill
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then employed in t\'le business of the corporation, twenty perclilnt
(20%) of..tha capital stock thereof.. I dirljlct,that the ,remaining
'1tlpital stock of said corporation shall become a part of'the residue
,.
:of my (:lstate.
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Pag(:l 1 of 6 Pages
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5. If Illy w~fe, Ada CatherinG 'Willis , shnl.l surv~ve, me, I
give, devbe and bequl.'lath to my 'l'rustee hereinafter nnlnGd, an ameunt
equal to 50% of the value of; my adjllsted gross eatate as final.ly de~
tElrmined for f;ederul estate t~x purpdsefJ, undimin:l.ahed by any elltl:\te,
inher:!. tance, trans fEll,' or S\lcces s ton taxes, ai ther s ta te or federa 1,
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less the aggregate value of all intarests in prop~rty, .if any, which
Pass to my wtfe under other prov:l.aiO\lS' of this WU1'0t;, which pass to
,
l'ler fer her baneHt othal.'W:l.ae than lInClar thia. WU1, by operation of
law, t,~rough life insur~mce, or otherwise ,but only to the extent
, that such interest:~ are included in dete~ining my gross estate and
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are allowable as marital deduction for federal estate tax purposes;
previded that my interest in the businesfJ of C, S. Willis & Sons, of
Lemoyne, pa" whether such intet;est is'a sole proprietorship, a part~
nersh:Lp interest or shares of ,a' corporation conducting sa~dbua:l.nes s,
sha 11 net be dis tr:!.buted to said Trus tee r~s part of this gift; to be
he1d'in trust for. the following uses and purposes l
A, To inves t the money, securities 'and ot\,er property
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of said ~rust in conunotl or preferred stocks, bonds, debentl1res,'mort..
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gages, deeds of trust, or other secur,ities or property as ,said"
Trustee, in, ~t(3 absolute and sole discretion and in the exercise of
its sound ~nd prudent jUdgment,may deem'proper for such investment;
B. To receive the income from the tru(3t,pr~perty and pay
,
and distr:l.bute the same to my wife, Ada Catherine Willis, dUt;'ing her
lifetime;
'C. To use from time to time so much of the principal , ,
of ',this trlls t as my wife, AdaCa ther:l.ne Willis, may require fot;' her
e1fare"comfort and ma:l.ntenan<;lel i~being my intent and direction
that Trustee shall usa principal libarally for my wife in order to
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intain her in the standard of living to which she has been accus~
'tamed during my lifetime;
D. on the death of my wife, tc pay and distribute the
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then remain:Ltlg pt'incipa1 and any undistt'ibuted incotneof this' tru'st:,
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to such p,ersons, cOrporat~ons or associations, ~ncluding her own
state, as she may appoint by her Will;
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'Ii:. If my wife aha 11f81 1 toexhaus thet' power to appoiht
1.l11del.' th$ pl.',ec,eding pa,rag~aph, upon halo' dea th I
(1) To payout of ' the unappoihtecl pdl1cipal any
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increase in death ,~axes or 'AdminiStratidl.1 expenses in her
estate ca\\sed, by the'inclusi'on of any pal't of this trust iri
it 'for tax purposes; and
(2) To transfer and add to the trust created
under paragraph 60f tIlis Will t,o be held,managed an~ dis-
trib\.lte'C\ as a, part: thereoi; in aocordance with the prov:l.sions
of said paragraph 6, the balanoe of Fha unappointed principal
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and undistributed inoome;
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6. I give, devise and bequeath the rest, residue ~nd re-
inder of my estate to my said Trustee hereinafter named, in trust,
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for the following usesai;\d purposes:
A. To inves t the money, seouri ties "and Q~her property of
said trust in common or preferred s tacks, bonds, deoentures I mort- .'
ages, deeds of trus t, or other s ecud ties or property as ~aid
Trustee, in' its absolute and sole discretion and irt the exeroise of
"its s~Uhd and pl:1ident judgment, may deem proper for such inves tments I
i" B. TO receivl'l the income from ,the trust property and pay:
nd' disttibute the same to my wii;e, Ada Catherine Willis, during her
lifetime I
C. To use from time to time so much at the principal of
this trust as it lrt its sole discretion may deem,advisable and neces-
for tile welfare , comfort and 'f1Utintenance of my said wife; pro-
ided that none of the priricipal of this trust shall be so us'ed .un-
and until the trust estate created under paragraph S of this
have been exhausted;
D. After the death ,of my wife (or after my death if she
survive me):
(1) To distribute any interest in the business
of C. S. WilliS & Sons, whether s1.10h interest is a sole
proprieto~ship, "a, partnet'ship interest or ,shares of the
corporation formed for the purpose, of conducting the
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bU/iineU:Qf! C.. S. wit1:1.s & ,Sons, whiph l11EIy behe'ld in the
trUBt, .in ~qualBhares to my Ilqn, Robart Howard Willis, ,and
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my,s tepElon, Ha.1:'o ld ,mugene Wd~ht, or to the iss~le of ei the'r
who may predecease my wife and have issue to surv:l.va, s~toh
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is:Elue taking the deceased parent's share 'byrepresenta,tion
. per stirpes I
(2) To distribute and pay, the "rest, residue and
rel11Elinder of said trust estate and undistributed income to
my ,son, Robert HOward Willis, as followSl
'(a) One-half th~reof,when he shall attain
the E1ge ,of twenty-five (25) years, and
(b) The remaining one-hEllf thereof when he
shall ,attain the age of thirty~five
, (35) yeElrs.
7... In addition to the powers conferred by common law; 'by
s ta tute, or by other provis ions hereof, the Trus tee is 'hereby em-
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powered f i
A. To hold, possesEl, l11EInage, and control the Trust
Estate for the UsGS and purposes herein set forth;
B. To invest E1nd reinvest all or any part 'of th~ Trust
1l1state in such' stoct~s, bonds', securities I or other property, real or
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,personal,~ as, in itll dtscretion and prl1dent judgment it shall deem
proper without 'regard to st,atutes limiting the property which Trustee
may,pu1(ohase and .inp~rticipations in any common' trust funds
establi8hed by Trustee for investment of,trust funds I
O. To hOld and reta:l.n in the form reclHVGdany'property,
'real 'or personal, inoluding shares of the oaRital a,tock of the
Tl'Ustee and shares of the corporation fOrmed to conduct the bi.tsinesa
of 0 {s. Willis & Sons I
, ,P. To sell, transfer, excnange, or otherwise dispose of
any part of the 'rrust Estate ,forca8Jl or on terms at pUblic ot' private
O/;lale and to pledge 01:' encumbex; the same, excl;lpt as may be otherWise
provic\ec\ in thiS Wpll
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E. To lli1asliI any rql'll c;1statc;1 held hereunder for any tet'lll
notw1thstand1ng the tet'lll of thc;1 tr.usts;
F. To executa at)~ dc;11iver any dlIleds, leas filS , aSsignments
01" othlilr in~tt'1.lmlilnt~ as may blil ,)1li1cGssary ,to carry out the provisions
of the trus t,s ';
G; '.vo exercise any subscdption r.1ght~ and vote any
proxies in connection ,with any security held hore~pder, and to conR
sent to 01" participate in any reqrgani~ation, consolidation or merger
of any oorporation, company, or assop~ation; securities of whio.h may
be held hereunder;
H. 'ro mal~l'l any distribution hereundlilr either in ~ind or
1n mOMY, any distribuHon in kind being made at the market value of
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the proper,tY"at the time distributed; and
, I. To hold title to anyot', all trust property in its
name as 'Trustee or in the name 0:1; ,a nominee deSignated for that purR
pose,
8. I direct that the provrsions of this Will shall be conR
stt'1.led upon the fo119wing assUtnptiol)s, irrc;1spective of any provision
of law establishing a contrarypresumptipnl
A,. If my wife apd I die, simultaneously, or under cirR
dumstances which make it difficult to detc;1rmine" which of us died
first, "I direct that my ,wife shall. be delilmed to haveS1,.lrvived me for
the purpo~q~!of this Will,
B; If any person shall be required to survive, any other
per~on in order to take an interest \,Jnderthis Will, the former shall
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\'I6tblil dlilemed to have survived if he or she an!1such other,person
shall die in a common d:l.sas tel" I under ciroums tanceswhich ma~e it
difficult to detennine who diad first.
9. it name,constitute and appoint Dauphin Deposit Trost
,Oompflny, Hart'isburg, Pa., lJ:xecutor !;trid Trus, teCil upder thi,s Wi 11.
, IN, tVITNESS WHEREOF, I hereupto set my hand and seal this
~q:0 day of ::r;;"e.. ,1973.
i~,' "\:,.d.-L, '~r~ ~t9~L'~,^1'
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(SEAL)
Page 5 of 6 !i'ages
OATIl m' HUnSCRIIIIN<J WITN"Sfol
,COMMONWBALTH OF P~NNSYI,VANIA I 551
COUNTY 01' CUMIlORLANO
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This 24th __dIlY of /1aroh _ A,0,,1991.
bofore 1\10, R081stor for thq,prohl\lo of Wills IIl1d 8rllnll118 lullorspf Adrnll1lstrllllol1 hlllnd fornld COlll\ly ofcumb9rland,In
tho C;91\11\10nwollllh of Pel1nsylvanla, 110'rRonllUy ellmo
J. R. Duffie , one of
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tho 8ub,Rcrlbln8 w\lllosRes 10 the forogol118 Instrul\1enl 01' wrllln8 pUl'portlnll Ip bo(h~ IIISI, Wlllllnd T~stll~lont of
Rober.t 1\. WHEs
Olllod_ June 23,1973
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III to of
r,13movne not'ouqh Cllmborll\nd'Coul1ty PII" doeollsod whp bolngduly_-
aceprdln8 tp IIIW, depose IInd RIlY, thill, he was proRent,lIl1,d RIIW IInd hOllrd tho tostll tor
I\ohfl:l'f A. \~j llj Ii! Rlsn, ROlli, publlRh, pronouneo IInddoolllro the snld
In81n,m~l1t ofwrltlhg IIR IInd for'h is .ToRtlll\1ontllnd LIISI WlII,lIl1d III tho time afRO doing he
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'sworn
IInd subRorlbod boforo
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An'mAVIT m' 0I,A1'H
COMMONWEALTH OF P,ONNSYLVANIA l RRI
COUNTY or CUMIlERLi\ND, \
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William S. san~ord,~rust, Offioer
paurhln peroell: l3anlt (, Tru,st ~lompany
sworn slIYs lhlll M nOllrly liS elln bo IISCOrllllncrlthe slIld dccodenl
belns duly
ROBERT 1\. WIL'LIS
Fridav tho I 13th dllyof Maroh
lit or'lIbou!. , o'Clock: _M,
,,' Swor.n to IInd subscrlbod Ihls
24th dllY of Maroh
died on,
A,o,,19-1!1
I, 9i..!l.L-" ' ~e
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ust Offioer
Trust ~ompany
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OATil m' l'I~R!lONAI, RIWRI\SI~NTATIVt
COMMONWBALTI;J OF I'BNNSY\.VANIA sSI
COUNTY o.F OUM13BJ{LANP'
1I0foro mo. tho Roglsl~I' for the I'ropnle ot' Wills nnd grnnllns of Lottoril of Admlnlstralion In, and for the oounly pf
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Cumb~rlnnd. personnlly ciullo William S. San r.oEfu-'l't'uat Of~r.ioet', Dauphin D~posit Bank
& 'l'rust Company ,
who. bolns duly 'aworn . do e S deposo and say thnt as Executor
, Ileoeased
of the tasl Will and Tesllullenl 'of
ROBIJJR'l' 1\.,NILLIS
will well and ,truly ndmlnlstor tho gpods and ehnttels,' rlshts nnderedlls of said deceased accordlns 10 law, And
Sworn
alsO wllldlllsently comply wllh the provisions of the law relatlns to Trnl1sfer Inheritances. .....UQ
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Match 24# (/,/d;",
A,P,. 19--8.1
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Resister
Wil'liam S. Sanf:ol:d, 'l'rust OfHoet'
Dauphin Depoait Bank & 'l'Rust Company
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March
, 81
,A,D,,19---.;, thorewas Probated IInd
lato of
, Cumberland co~ntYI Pennsylvania,
Dauphin oepoeitBanlt' and '1'rUet Co.
Willie
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,,/ Resistor
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C. S. WILLIG AND SONS
(Propr1 atorsh 1 p)
STATEMENT OF LOSS AND NET WORTH
January 1 to March 13. 19B1
!\
Net sill es
Cost of goods sold
Gross profit
Oper,llt 1 ng expenses
Operating loss
Other 1 ncome (expense) ,
Int,~rest Md dividends,
Real estate rentals (net of related expenses
of $2,003)
Interest expense
Net loss
Net worth. Janu'ary 1. 19B1
Withdrawals
,Contr1putions
Total ,withdrawal s
Net worth - Ma rch 13, 19B1
Sen aceompany1 n9 notes to the f1 nane 1 a'
statements and Accountants' Comp1lat10n Report..
$1',116,493
1.014.683
100,910
113.188
(12,278)
2.913
1.034
(638)
3.409
,
(8,869)
387,162
150
150
$ ,378,143
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C. s. WlhhlS AND SONS
CPropri ritor~hi p)
Nons TO FINANCIAh STATF.I,\ENTS
1 - SununarYof Accounting Po1iciea
Accounting Period
These financ1a1 statements 'ware prepared as of t1al'ch 13, 19.81, the date '
of death of the proprietor.
Inventories
Puel oil 1nventories are valued at,the lower of cost or market using the
last-in, first-out (LIFO) method. Other inv~ntor1es are valued at the lower
Of cO,st or market determined on the first-in, first-out ,(FIFO) method.
~ropert~~ Plant and Equipment
Property, plant and equipment are carried lit cost. Depreciation 1s com~
,puted using thestraight.1ine method. When assets areret1red or otherw1se
disposed of, the cost and related accumulated depreciation are removed 'from
,the accounts, and any resu1 Hng ga in or lass is reflected in 1 ncome for the
period or as 'Part of the basis of the asset acqui red. The cost of main~
tenarice, and repairs fs charged to income as incurred, whereas significant
renewals and betterments are capita11zec( and deduction, is made for ret1re-
,~ent~resu1ting,from the renewals or betterments. '
2 - Inventor1es
Inventories consisted Ofl
Gra'! n. feed, :seed sand
fert 111 zer
Coal
Fuel 011
Service, parts and fuel
011 tanks
$ 43,103
12,780
63,632 , ,
16,000
$ 134,416
'3~Property., P1 ant and Equipment
The foll owi ng is a summary. of 'property., pl ant ahd equfpment at March 13. ,
, Accumu1 ated Net
Assets Cost depreciation value Deprec1ation rates
, 1981.
P1 ant, '1 and and bu11'd1 ngs $ 119,747 $ 74,460
Mach1 nery. anq equipment 39,012 31,149
Autos and trucks 89,106 ,.73,047
Storage ,tanks 2,127 1,249
$ 249,992 $ 179,905
$ 46,287
.7 ,863'
16,069
878
$ 70,087 '
Deprec1at,ion expense amounted to $4,420 for the 'peri pd.
" 6
3~10 percent
4~33.1/3percent
26~33.1/3 percent
12.:.1/2 percen,t
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C. S. WILLIS AND SONS
(Propriutornhip)
STATEMENT OF COST OF GOODS SOLD
January 1 to March 13, 1981
Grain.
feed.
seed sand
fert 111 zer coal....:.. Fue 1011 Service . Total'
..
Net sal es .$ 103 .8Bl, j 23.712 j 955.44~ ji 32.455 .~ 1,115.493
Cost of goods sold
Inventory ~
~anuary 1, 1981 64,926 10.844 67.927 16.000 168,696
Purchases 78s689 25,702 864,624 17,986 9B6s900
Freight 1.4.70 1.062 870 3.402
144,984 37,608 933,421 32,986 1.148,99B
Inventory ~ 43,103
March 13, 1981 12.780 63,632 16 .000' 134.416
.
101.881 24.828 869.889 --!J,986 1,014.683
,
'Gross prof1 t (loss) $ 2.000 ' $ (1,116) $ 86,666 $ 14,470 $ 100,910
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See Accountants' Compilat10n Report.
6
APPL.lCATION I'or~ AND COHSlENT
TO TIlAI~\irr:R Sr:CUI~ITIES
Rr:GISTt::rHW II~ TII E IW\I~
OF A Rl:SIP~.HT 1)I::C!:()Etff
.
__ __... ___,__'_'_'-'-' ._.._~..._-"~_... ............._u.."...... ........----. -.--.-.-.-........-......- --...-."- ......-
,-, " DATt: 6/9/81
~ (MUST BEFILt:O,IN TRIPLICATI::) ...-.-.---..,-----
TO nil:: peNNSYl.VANIA DEPARTMENT OF I~EVENUr:1 .
Application Is horoby I1lndo lor ca1~ont 10 Iho Irol1s(o, ollho lollowlng socurltlos o( 0 Ponn~y\vUl;lo
Corporation or 0 Nollonol 61111klng Auoclllllon locotod In POII\1nylvlllllul ' . .
CDM/I,OHWnA'. TII or rr.HIl~YLVMIIA
DUI'AllTMr.t1T or Rf,VF.IH)U
llunUAU 0[1 COUIITV COI.I.UCTll1N~
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IJl":I".~.I\I';n' "~'l,l
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(0) 36 9hs, (bU!)!1!'.~.Tr~L Comp.!l!lll.E_LJE..lM1.c~-..--._--_...-._' (c) ....9.n.mmQIL-...-----;.....-..-
(NOTel \n doscrlblng socurltlos ontOl In (0), ob ()I 0 , ollhor Ihu lIumhor 01 shoros 01 slach or tho (oco Oll\ounl of
loglslorod bonds, In (b), tho nOIM of tho Iuulno tnl1\pony 1111<1 III (c) Iho cloBs, pI stock or tho strllod IlItornsfrllto
and 11\0hJrlty ,<Iato' 01 roOI storod bonds.)
ISSUED ON 1.1/1s/n _, and having a TOTAL MARiOn V^,Lue OF $.-t...1?3"rJ.- .------
(Pnlo)
os of Iho dato of death 01 tho docodont, Hohort A. WHHs I on_3/1~/81
(N.",. 01 paood.nl) (pOlO of dooll,)
who woe latooL 400 Maple Street
. (~ltool and Nunlbo,) "
~,emoy~
(Po'IOIfI.O)
~~~~~~~_____pennaY1Vania
(Counly) (Slota)
Tho eocurltlos oro r.oQlstorod as follow61
RobertA. wui:l.s
---.-
,
~+IHliF~~'phin Depoait_Bonl< ~ ,'rrt\~t compo~t. P,o. !lox 2~61 Harrisburg. 110rtnlly'~nil1
execUTo'!'fmpp) (Namo)" ,(Add,n,')
, NAME OF APPLICAHT DOuP,WJL..ll0n ' !2.lIiLllJWLL'tr.us.tJJCll\Jlllny-
, ' -y,-b. BoX 2961
COUNTY. FILE'NUM6ER j./~ R). / q:/ ADDRt::SS OF APPLICANT 1!~rdabUrg, Pennn. 17105, .-.-:.
'UReAU ,,\-..HU..eR ~S1GNATUi"OF A'PP1-ICA~T,- , ~ I!t.~
HOllCBI IP YO,~ 'AIO TO PRO'"'''''' '" AN' 'ORTIO' op '''" APPLI .ATIO'. IT "L~~",!,l<i" M\ d:lI~or
COHSIOllllliD COI'\PI.I!TI! /lHDwn.1. aE RIl~URHI!D TO'(OU POR COI,\Pl.,eTIOH. ,.~ , Il'1U6
. ;,' ...
__ .--.I--._.__-....----.-...........~ u ,--
~ - -..,......,.---.. . .-'- , -----
COMMONWEALTH OF PEHHSYL VAI~I A'~ Dm~ ARTt.\RNT OF REVENUE
CONSE~IT TO TRANSFt:R SECURITIES
_____. DATE
I horoby consonrto tho transfo! ollho obovo socurltl06 noW roglslor~d In tho nomo 01
Docodent and wolve tho fllinu of 0 corllllcotocorllfylnQ to tho poymonl 01 tho tronsfar InhorllancO 'tax 10 which
the proporty 01 sold'Docodont Is modo ,.ubloct pur~uonl to tho provisions 01 tho Act 01 Juno 20, 1919, p,L. 521,
as amondod and Iho Act of June 15, 1961, P.L.373, os ol11ondod, This Is o\so In occordanco with tho provlelons
of Iho Act of April 9, 1929, P.L. 3~3.
This Consonl to Translor tho ho,oln doscrlqod proporty opolotosonly In ro(or~nco to tho oalalo of Iho
, '
-r---- -..--....-......----
(Ho",o.' no"'.' In "hl.h 001111100101 .,0 ,.glilarodl
obove.namod Docedonl.
\'~
t~~" ~'>;j\,\i1l,';:,
.,'S;' "'(';",; (,,:,~
~~ .~ IO!" l.~
""',"
, ,~~'f~~~~~';ii
SI,~nO"t1 (~r Iho SoCrO,"" '~,RrVq uo
BY~~' . ,(L- :/~
/) (~'~ oral, j)/ '.I /,. /.
'y_ . ~4~~
+r T' ;) (Cou~tyl._.'....
II C Lo ,;'; ~ u-'(,nl
I:UMMUIII'/L:AI.TII 01' l'I!IIIH.vt,VAtIlA
'UI!l'~"TMr:IIT 01' 11I:VrlIIJI,
IlURflA\~," COUlll Y COI.I.I!CIIIlIH
APPLlCA1101~,I;OI~ AHD cmisEIH
TO 1llAlm:ni Sr:r:UI!Il'II:S
r~r:GIS'II:I~i:I) III mE 1111/,\1:
Of' A HI~5IN}IT 1)I~Cr;()I~NT
I't-.
)n ,\h
~"l-"-'I,"\,,_I
'/, j....., "
""'j V,/...., .'~
,.. .,'1\'- "~I '.
')(...."/:...'1'" ~
"1',~,,,, 1.1..1' of,l"
'_Or_. ._....'~.t.- __....._. ....~~_..~. .__"...._..,_.___.....c.
Ael:lJf..uL9J:j (MUST HE "ILlm II~ TI"lIPI.ICA'IIE)'
TO THE PF.t~tISYL.VAIHA 1)F.PA,nMr.ld Uf l{nVENUE, '
A,,"llollllc'lI 1& horuby IIICII/U lor elXllH'nt 10 tllCltrollnft'r of tho follnwln!) sueurltlos 01 CI I"onnsylvunlo
Corporolloll or 0 Notlonol OC1I1klnu Assoclutlon lur.olod In Ponnuyl.vunlul '
()ATr:.. .H.9J.B.L...,.,._,~,,_,
!tiO~6E ,R!!!lT;nd;;;~rlf)l: ~Ii!;~~~~'~'~ ~r~~~"~~l~r;;i:c;:;rli~i;'1';'ih~'-11 ~';l1jio;'~ f-sh;;;~} ~f-~i~~r:/\-I; ~'i~~'~-u~;;;u',~i '~i'-
roglstorod bonds, In, (il), Iho nUl11b of tho Insuln{J I.Ol1llluny lInclln (e) Iho cluun of slockor tho slcllocl intorost ruto
and mnturlty duto of rO\llslurod honds,) . ' . . '
ISSUED ON_~":Y!~!.~__,.., (IIlclhnvlno n TOTAL. MMKET VAWP. OF $.._d....!.?.J~p-'-:___"....__.__.
. (Pnl.)
aa of tho do to of doalh of tho doeoclolll, Roh.<:E~.~~..~~.~l.~.!._._.__..~.._..~_.___, oll~iJJj~L___,__...,,_._.
(No",. 0' Dncodnlll) (Poln of dpn/h)
who was luto of _400.._~.!'_1.!..,~.~.:ee C.__~.e~oy'I~~___,,___.___..__.,...~~!1'!~.~:.~~I~"'..n_ ._~~!I.!l.BJ._l;~~.n1~n...__
(51'001 and Nu","o') (Po,1 Offlco) (Coonly) (5toto)
The socurltloa ora roolstorod an lolloWSl.__.u,.._~~~?~!.t^..~_.~~~~~};'!:.B_._m__...u..__,._...___...____..__._..
(NaOlu or namo. In whl~h 'ccHtlflcafoa aro roohtorod)
~EX "'CUfiT'~~._.!:n\1Ph1,!!y"~~,~ 1 t: _~n~.!..'~:.~Ifl..C.._~o~!:~nY!._!~.~~_~.E.'.'.~~61;..!.lnr.~.1B.E.~: ll, ' J~!'!~!y-!.va,!!!!
.: 0,,) (Nomo) (Adel,o..)
NAMI: OF API"LICMlr ..lliJill!h!n...llil\lQlIiUAnkJ.:_'rr.uat...ccmpany",
-P.o. BOll 2961 .
COUNTY FIL.E NUMaER...;tL:..f/~/.:Z~ ADDRESS OF API"LICANT_~~:;!~sb\1r.!!j l'a~!1n. 171~. ____
BUREAU ~ILe NUMBF.R~..._,--_~.._,,_.-,-SIGNATURe OF ^PPLlCANT~'17tu.!~=-k.M[ _
NOTICE, IF YOU flAIl. 'To I'Rorr:RLY PIl.I. IN MIY PORTION OP THIS Arpl.l~b,~, IT WILL~t.imMl M~or
. CO'~SIDIlR"PCOMPLr.H AND WILL Ill! RETURHP.D TO YOU FUR COMI'I.IlTION, n,....., ~lU61
------.--..----~------._.~- .....-.--.~....._~_~~....._.*".__...~_~.._. h_.n....._'"_ ._. _........ ~__.l.__.._............_....,,_...___._..~____,..._..
COMMONWEAL.TH Or PEH~ISYL.VAI~IA - DL;I'ARTMt:NT or- REVENue
CONSE~IT TO.,TIlANsr-eR SI:Curmles
-----.-...--.-....----.....--- PA T
I horoby consont)o tho tronsfer of tho nQovo socurltlon now roglstorod In lito 1101110 of t
Pococloht and wnlvo tho flllnu of n cortlllcato co,tllylng 10 tho poymont of tho tranafor Inhorltunco toK 10 which
1,\,
......-..._.__....._.... ..__.. ______.._.._~_.~ R'~_"''''''____'.'_'_.''_''". ,___..~..~_..__ ._~.. __.. _. ... ..._..~____ ~ _ .______._.________
the proporly ,nf sold Docodohlls modo subloct Illlr~uantlo Iho Ilravlalcms of tho Act of JUliO 20, 1919,P.L, 521,
,.
as omondod and tho Act of Juno 15, 1961, In,. 373/ os nmnridocl. This I, also In accordonce with tho provisions
of tho Ac, of April 9, 1929, P,L, M3,
Thl,a Consonl \'0 Transfor tho hOloln doscrlbod p,oporly oporatos only In roforonco tn tho estato of tho
,above-nomad Pocodont.
,
~'"
tt!~/:(').\ "11
:'l 'I'~'" 1("
'i'~ 'j"" J"l
. 1/1, \ l1;
.'~ 'l' t"
.~!P'i~/'!''''~\
Sluna~d f .r tho Sll~!ot~ry O,~RP pnuo .
(.4J2, //J ' '
By~. ?f1;~;") . f. "i--
h' .r/l. ~.._{~.kl.'!~~
Ifr'ifG . (Coonty)
COMMOHWF.A~ TIi OP rBHHSnVAHIA
DEPATMeHT OP ReVEHue
nURBAU O~ COUHTY co~~eCTloH5
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
*'
~ (Ml)ST BE FilED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMI.'!NT OF REVENUE,
Application II horoby modo for c,ol1lonllo tho !tonlfor of tho following locurlllos of 0 Ponnsylvanla
Corporation or 0 Notional Banking Auoclalion locatod In Ponnlylvanlal
(0) 86 Shs. (b) CommOllwanlth No~iol1n1 Dank .' (c)~!?.!!1!1lon , . -'-
(NOTEI In dOlorlblng aocurltlea ontor In (a), ob 0/0, olthor tho numbor of Ihoros of atock or tho faco amounl of
rogl.torod bonda, hi (b), tho namo of tho IlIuingcompany and In (c) tho cla.a of atockor tho, atatod Int,oroat rato
and maturity dato ofroglat'rod bonda,)
.-...----,-- _......DATe-..~6 / 9ill~==---
ISSUED ON Various Ul\tlls , and having a TOTAL. MARKET VAWE OF, $
(Polo) .
01 of tho date of doath of tho docodent, Rober~ A. Willh , on
(Nomo .Illo.odont)
,,:I, /~;? _.
3/13/81
(Palo of doo,th)
who wea late of 400 Mnple...RI''I'AA
($troot ond Humbo,)
LEIJ11Clvne
(P,sl 0111")
-l)umberlanQ_
(C.unly)
Pel\llaylvanin
(51010)
'The IOcUrltln are roglatored 00 fallowRI RolJart A. Willis, .
(Homo or nom.. In whl.h .ortlll.ot.. oro rool'l"od)
~
EXECUTOR )
Dauphin Deposit Dnnk &, 'l'rust ,Compnny, 1',,0. Dolt 2961 Harrisburg, P~rlhay1vnnil\
'(Homo) , (Add....)
, , NAME OF APPL.ICANT Dauphin Deposit Dank & TRust Comp.!illY
. " ' "... P.O. Dox 2961 ' , '
COUNTY FIL.E NUMBER ~/. n-I q::, ADDRESS OF APPL.ICANT Harrisburg, Psnnll. 17,105 i
BUREAU FILE NWM~ER ," SIGNATURE OF APPL.lcAN'r ' ~--:)t~
NOTICS, IF yOU FAIl. TO PROPER,LY FIl.l. IN ANY PQRTION OP THIG APPLICATION,dT WILI.Ntt~Eon M. Hnke
CONSI,DSRSDCOMPI.STS AND WIl.l. BERET~RNED TO YOUPOR COMPLETION. ,rrru~t Offlc,or
, .. .
COMMONWEAL. TH OF PENNSYL. VANIA.. DEPAR1'MENT OF REVENUE
CONSENT TO TRANSFER SI:CURITIES ."
,. -- DATE
I hereby Qonsont to tho transfer o,f the above socurltloa nowroglstorod In the name of
Douedent and wolve the filing of a corllflcate cortlfylng to the payment of tho transfer Inheritance, lox to which
, I'
the property of laid Oocedontls meduublecfpurluant to the provisions of th~ Act 01 June 20, 19'19, P.L..521,
os amended and' the Act of JUlie 15, 1961, P.L.. 373, 01 amollded. This 19 also In accordance with tho, provisions
of the Actof Aprli,9, 1929, P.L., 343.
'rhls Consent to Transfer the heroin descrlbod proporty ororates only In reference to the estato of the
abovo-named Decodenl,
I'
.
;(~k~
( .,'Iy)
"
COMMONWEA~ TH OF FENN5nVANIA
OEPARTMENT OF ReveNUE
flUReAU 011 COUN>fY co~~eCTION5
APPLICATION FOR AND CONSENT
TO TRANSfER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDeNT
*'
Af.f.b.WJ.Q1:l (MUST BE FIl.ED IN TRIPl.lcATE)
TO nlE PENNSYl.VANIA DePARTM~NT OF REVENUE,
Application II hereby modo, for ccllil8nt to tho tranlfor or tho following loourltloa or a Poni15ylvanlo
Corporation or 0 Notional Banking Auoolollon laootod In Ponnaylvonlol , '
(0)---'!6 Sha, '(b) Oonunom~elllth Nnt1,onnl Ilnnk " .(0) Common _
(NOTE, In dOlcrl\llnp ucurltlol onter In (0), ob 010, olthor tho numbor of IhorDl of Itock or tho ,fooo amount of
roglltored bonde, In (b), the nomo of the Iuulng oonlpanY and In (0) tho clan of Itock or tho Itotod Intorutroto
and molurlty dote of rog!etored,bonde,), , ' ,
~_.._"-~..-....~ -....._-.--_._.__.~'-.__._~.........,...-*'-._~-~..-~~...._-_.
DATE_~{VB1 ___
ISSUED ON VlIdoUIl DlIteo , and having a TOTAL MARKET VAWl: OF $
(Palo)
01 of the dolo of dooth of Ihe decedonl, Robert, A. Willis
(Namo of Ooood.nO
,.(; /4? ?, ~
3/13/B1
(Pa'o of doolh)
, on
who wal lata of 400 MI\p.lfLlltrflA
"(5tr.., and Numb.,)
Lalllovne
(Poll Offlao)
Oumber1tmd
, (C;.unly)
PWlUay.l.Y.lUlilL-
(51010)
The lecurltlea are reglltarod 00 fol,lowlI Robert A. 1~i1.lis _
(Nom.,o. nom.. In whlah aaflllloot.. 0.. ,.gllt.rod)
~~
Dauphin Depoeit Bank &; Truet Company. P .0, Box 2961, Harrisburg, Pennllylvanill
. (Nom.) (Add....)
" NAMe OF APPLICANT Dauphin DePosit Bank & 'TRust Company
... " P.O. Box 2961
COUNTY FILE NUMBER ,)./- N- 1'(0 ADDRESS OF APPLICAWr~rrill~r8. Penna. 17105
BUREAU fiLE NUMBeR "SIGNATURE OF APPLICANT " ~ ~ ~
NOTICEI IP YOU PAIl. TO PROPERI.Y PII.L IN A~YPQRTIQN OF THIS APPLICATION"IT WII.l.Ndt(.~*on 1\1. /.lllko
CONSIDERIlD COMPl.eTE AND, WIl.l. ,Be RET~RNED TO YOU FOR COMFl.BTION. ~T.r,~~t Oftlcor
COMMONWEALTH OF PENNSYL VANIA - DEPARTMENT OF Rl:VENUE
, CONSENT TO TRANSFER SECURITIES
- DATE
1 hereby conaant 10 tho tronafor of the abovo aocurltl..now raolltored In the Ilame of t
Decedent and Yfalve the filing of a certificate cortlfylng to th,e paymont of thetron~fer Inhorltanoe tax to which
the property 01 laid Doe:edent Is modesubloct pursuont to the provlslonl 01 tho Acl'of Juno 20, 1919, P.l., 521,
01 amended, and the Act of JUlie 1S, 1961, P.L, 373,01 amended, Thle Is 0110 In accordance with, the provlllonl
of the AC,t of April 9, 1929, P.L.343.
j, .. .. .... .. ;,'
Thll Coneent ta Tronefer the herein dOlor,lbed prOporly oporoloa only In rO,foronce to Iho eatataof tho
above-nomad Decadent.
d~
Slgnad ,fov , 0 Secretary 01 Revonuo
~
,
....\
"y
"."
''J
,,,\
tU;<;'HIV.Cfll
COMMONWEA~ TH OP PENNSYLVANIA
PEPARTMENT OP REVENUE
BUREAU OILCOUNIfY CO~~ECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
*
_.--~......--~--.;~-----
~ (MUST BE FILEO,IN TRIPLICAfE)
TO THE PENNSYLVANIA DEPARTMI:1NfoF REVENUE,
Application Is horeby modo for c onlont to tho transfor of tho following socurltlCls of 0 Pen~sylvanla
Corporation or 0 Notional Bonking A.soclation locotod I," Pennsylvanlal , , '
lo)~ Shs., (b)~otnl1lonwC3alth' National. nank (c) Common ~
NOTE, In ducrlblnp IOcutltlDS ent'!! In (a),ab Ole, either the number of shorn of,ltock or the foc:o amount of
roglstered bonds, In (bl, tho nome o,f the Isaulnll company and In (e) the clall of alock or the Ituted Internt rote
and moturlty dote ,of registered bonds.) , ,
DATE
6/9/81
ISSUED ON Various Datea , and haVing 0 TOTAL MARK ET V AWE OF $
(POlO) ,
os of tho dote cif death of Ihedecedent, Robert A. W:l.l1h
(Nomo of Pooodont)
..G /.tJ?, :.:.
3/13/81
(poto .1 do.th)
IOn
who Was late of 1,00 MAp] e Rt,.""
(Strout ond Numb.!)
Lemovna
(Po.IOllloo)
Cumberiand
(CoUnIY)
PenllsylVlll1ill
(5to'o)
The soc.urltlDS are rOlllstored 00 followll Rooert A. Willia .
(Nomo ., n.m.. in whioh .',llflooto. 0,0 roOI,I.,od)
~ Dauphin Deposit Bank &. Trust Company. 1'.0, Box 2961 llarr:1abur8. Pennaylvania '
EXECUTOR ,) '" (Nomo) (Addrm)
NAME OF APPLICANT _ Dauphin Depoait Bank ,& TRuae Company
~,' , P.O. Box 2961;,
COU~TY FILE NUMBER~J" () ADDReSS OF,,~PPLICANT Harrisbut'R. Penne, 17105
BUREAU FILE NUMBeR,', ,SIGNATURe OF A~PLlc!ANT I ~~ ~
NOTICIlI If! YOU f!AILTO PROpeRI.Y PILI. IN ANY PQRTION OF THIS APPLICATION"IT WILl. NtiTi?$Jion 111, Hoko
CONSIPIlREDCoMPLeTE ANtl'WILI. Be RfiT~RNED TO YOU Pq,R COMPLETION, ~trust Offlonr
,
COMMONWEALTH'OF peNNSYLVANIA - DEPARTMENT OF'ReVENUE
CONSENT TO TRANSFeR SECURITIES
DATE
I hereby consent 'to the transfer of tho above securities now reglstored In the,namo of t
,
, "
D'c,edent andwalve the,flllng of a ,certificate C:f/rtlfylnll to the paymenl of Hwtransfer Inhedlance taX to which
the property of aald Deoedentla made au~lect pursuant 10 the provisions of tho Act of June 20, 1919, P.L, 521,
as amended an~ the Act of JUIIl/15, 1961, P.L. 373, as amended. This Is also, In accordance with tn', provisions
of the Act of, April 9, ,1929, P.L. 343.
This Consent to Transfer the, herein described propertyo~orates only In reference to the ea,tale of the
abovf/.named Decedenl.
.~ By
COMMONWEAl. HI or PENNSV\.VANIA
DePARTMENT OF REVENue
,I\UREAU OF COUNTY COLLECTIONS
APPl.ICA TION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT Dr:CEDENT
*'
_ ,"_ _ u -< ,_~ __n_""'.__,____
D ATE _m_~L2Ql,~l,
... ___________00 . ____+____~~_,.___~~ _._u_____.,_ ~_~ ,.__~._.__~u.. _.,...__'n~__'L_. ._._n
~ (MUST BE FILED IN TRIP~ICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE,
Appllcatian 1,& horoby "'ad,o lor ClIn&ont to tho trans for of tho following &ocurltlos oh ponllsylvanla
Corporation or 0 National BanklnO Association locatod In Ponnsylvunlul '
(a) 164 2,~__jb )_pnUp'~l~~n!l~P_OB l.~_ (1or-~~~~:~~~_~,__.,_, _L...~,u. (c) __(~~~n)o~_,~..n_.'_______",.
(NOTE, In d06crlbln~ 6Oc:uritlu oOtor In (a), ab 010, olthortho numbor of sharos of stock or tho faco alnount of
roglatorodbondsi In (b),. tho name 01 tho,i'l6ulng company and In (c) tho closs 01 stock or tho statod Interost roto
and maturity dato 01 reglsterod bonds.)
ISSUED ON ~ou!...~l\t!l~___, onlt having a TOT AL MARK ET VNLUE OF L.X2,...-,,..." P. c.' eJ -,,-
(Pul.) ,
os 01 tho do to 01 doath 01 tho docodont, Rol\ort _~ wnHB____.~-'~, on_ 3/13/81
(Hul~' 01 O...donl) (Dolo 01 do. lit)
who was lato oL400 ..!:!npl.:,e B~!.~,..~n___}en.:~_n_e._._,__.()Umb;~}'}an~..__._._~_~~sY2:y-~}a .---
(Slrool ond Humber) (Po.t Ollie.) (Counly) (Sloto)
Tlia 6Ocurltl06 aro roglstorodas 101lawsI Robart A, Hillis n ' -
. . .' ~~_,_______,.,~__~."""",_._",~,____,~:____'___'"_H ~.~__~__,_.._-------._~__ ------.....-.----- -.-
, (Homo or nl1mrll In which oortlflcQta' arC! raglltorod)
. '
~ Paup.!1in D.!!\?9l!!JL Bnnk_fL.'I)~.l).lI,L~<L'?m\?nny...J~' 0 '.. B0?5_.12~,J~at~iBhutaL!'..en.M!-..-
EXECUTOR) (Nom.) (Add....) " .
NAME OF APPLICANT _~c~':'.EJl~nJ,l~EC?~if.~_L'fruat Oompany
P.O, BOK 296.
COUNTY FILE NUMBER& 8JJ2 ~-:_ ADDRESS OF APPLICANT }la.:d~bur8, !'enna. ~10~!
BUREAUFII.E NUMBER_-----SIGNATURE OF APPLICANT --,' , (?f-ft!'lir.?l,;i.4.~,
HOTICEI IP YOU PAIL TO PROPERLY PILL IN ANY PORTIONOPTHIS APPI.ICATION,IT WIL !'4q}i\tliatol1 ,M, HlIke
CONSIDI!ReD COMPI.EU AND WILl. BE RI!TURNED TO YOU POR COMPI.I!TION. ' -. \l'Jux\ Or1icO!
.-;n:o. _
_______--------..-..-~~-~~.............-~~m.~-....--.-~"~-~--.-~<-~'-m-------~..-~~......---.~~ , -
COMMONWEALTH OF PENNSYLVANIA ~ DEPARTMENT OFR ,EVE,N 1)1: -1',
CONSENT TO TRANSFER SECURITIES '~"
, ._____.___m~.._.._~,. DATE' :?J!}. ~(
I huroby consont 10 Iho tronsler of tho obo~o sO,curltlos now reglstoted In the nomo 01 the afo aald
~ ,~______________--.o--------<'___~...~"_"-_"'._''''''''''.'_-_'_u.~._.--..-----''''''''-----------_._' ...........
'\
I
'\
\
,
D,ecedont,and w,alvo tho filing 01 0 certlfleat,\! cortlfyln~ to tho paymollt o'f tho Hanaler Inharltance tax 10, which
:the ~roperty 01 aald Docodent Is madesubloct pursuant t~ tho provisions 01 the Act 01 June 20, 1919, P,L.521,
aa amended'andtha Act 01 Juno 15, 1961, P,L, 373, as omondod. This Is olao In accordance with tho,pravlslons
01 tho "Act 01 April 9, 1929, P,L,,343. '
"
ihls Consont to Tran,slor tho horoln doscrlhod proporty olloratosonly In roloronco to tho estate 01 tho
obovo.named Docodent. !'
.~,~~
'~VS'
SI~nod for 1.110 Socret,ar("Revonue
By.Jn.c~__c.~-..'jfil,"~'l/ ~L-,)\gM,l~ I,
. --l' \(SI .ot,) ,\\IA ~~i.~~"9
\ .dtv\\,'_ k_dt ) lL- _.~_C"'V.Yl'~k~,cNvl
"'\(_) (TIII.Y (CounIY)
[-,
: ,
'J: Ion
1.-'
~:". fit! 11i(,1
~' !."",
I' _1..'
Lh rr :11,;4:
I _ ~ ,7\041'
In/ ""'if.
~ :;1';,
~, '.'
VI ~~ "
.~ SQ
u
,
r
.
I
"
COMMONWIALTH OP PINNSYLVANIA
COUNTY OP CUMBIRLAND
III
,W,ini,am.~, ,.s~I1~~~~d.l..Allsi,stan lLV.ia~ r,raai,~.~11 tm!\mL.'1:~:I,!!lLQUJa.tl.L91.JlIlIlIlb.J.~rRg~oMffipRft9lLand
bolng duly ".+.._-l!\'1flJ'JL.. .....H.... naoardlng fa Inw, dopalol nnd ,nYI fhnt th~ ...,._ar.o_.m_,__"_,-;-~,_,,,,,,,_,H~'
-'__4"~mmmllllllcutdr.__ .., ..'. ".".'.. III tho elhto III .---__..Rclu~r..LA.__.\~Wb_.~._.
Info III T A"lClI'IHl -,-______, Cumborlond Clluntv, p~" dooau.d nnd th.ft,he
within II an IrivantlltY modo by 'n'H' 'n. ......,.-- ---~.._.__._..___. ,..;....~~" the uld ' , ._
'III fho entire nlfato III laid deo,odenl, ollrilhflng III 011 the potlllnol prop'~r'y and reol o.tnte, oMaopt renllltnti ouhldo
fhe Commllnwoolth III PonnlylvftOln, ond fhot fho f1gurol oppllllto oaoh Itom III fho Il1vontcry roprolDnt It'. laIr value
u 01 the dato 01 daaadont'l doofh, . Dauphin Daposit nan~ And Trust Company I
(' . Executor of the Estllta of Robart A. I~illia
,I" '-'y' /;" ~nd Iublailbod bofllto mOl ' J~lLU~~ _ _ '/J
-:"! j'" 'i .',' ,/', ,., 19 ,e...ulor IlIII ~fi:i~ar
." C ,/
, ,,':, ( '- ,,(,, '
-. - -'f
,)
, . ,. j/
I. J
I. '// - -'._i" ,_./1-
'0' ._
EII;;',~", I, r"n~", 1I,lnry rub"c
" ,,,,,,;~,, ,",",,, "" ,", ".
1I001itbUlY, P.. D.uphln Counl!
213' ~wrket Street
H,.-~....._,.._...~_~_._,--,__.._.____......
_!i!J_r.ill1.UIl':BJjlnn/il~lwulia 17.1D1
Addrtll
D... 01 Death' r:-.-----,.!~___._.'--..___..~_~__.Ha_t9.!L~.-___'__ 1981
D.y Monlh Yur
INSTRUCTIONS
I, An InVonlotymult be flied wlthlnthroo'i'nllnthl ~ffor oppolntmentof per,onni'reprelOnhtlve,
, . . . . .
2. A lupplem,nt Invontllry mUlt ba fllod withIn thirty dOYI III dllallvory of additional ouell,
3, Addltlllnallhoeh may bo nfhahed u to por,onalty or roalfy
4. SOt ArtlaleW, FlduolnrlOl Aat of 1949,
\0 ~' ~. ~ ~ 1
.0- bl: ~ ~ I
T: I ~ g: 01 Q G I'
- ..J U. -.l ,i ':it,
e-> t5 I ~, 0 dJ
, j i, \l;i'fIlJJiH~ll;l
....
~ 1:'%I:JCi'~I!JJ10 .
- ~ d H
~ j
:1, Id Ii" ,J:JO lB.
't J
:5 i "I",IU3~ J ..,
(j _L . -"u't1:WlIOO ij It J
"
GeNERAL INHERITANCE TAX INFORMATION
,
Unsatlsflod Ilcibllltloa Ino~rrod by tho docoilont prior to hls/hor doolh oro doducllblo ClUolns', hls/heh toxClblo
ostoto. In addition to dohts Incurl'orl by !ho docodont or os toto, olhol' Iloms CItO cllllrnclblo Inoludlng tho ooatol ,
admlnlstrotlon, attornoy f088, fiduciary (oos, funorol ond burial oxpansas Inoludlno Ihooost of 0 burlcll lot, tombslone
01' grovo markor and olhor rola,tod burial oxponsos. '
All clobts baing claimed agalllst on ostelta CItO suhlect to tho onprovol of 'he Roglstor a( Wills wllh whom tho
Inherltanoo Tax Roturn Is fllod. ~vldenco,lo support the docodont's or tho ostnto's Ilobl/lty for tho dobts bolng
claimed should bo attaohed to this schodulo.
A family exomptlon may bo clalmod by a spouso of a docodonlwho dlod domlcllod Inflonnsylvallla. If thero Is
nO spouse, or If tho snouso has forfeited hls/hor rlghls, Ihall oily child of tho docodont who Is a nlomber of thasama
housohold con claim tho exempllon. In tho aventlhore I.'no such spouso or child. IhonXlll11pllc,n con bo clalmod by
a paront orporonts who ora membors of tho S,alllO housohold aS tho docadont. Thofalnlly oxomptlon Is allowable only
against ouots which paSS by a will or by tho PonnsylvanlCl Intostalo Laws. '
NOTE I ' Camponsatlon paid la an ostato'roprosontotlvolnamoly, on OXO,cutar or administrator, for'sorvlcos
porformod III admln,lstorlng an os tate Is reportable for PonnsylvClnla Incol11o.Tax purpose&. This to,~oblo Income
I tom should bo roportod on form P A.40.lndl vlduullncol11o Tax Rolurn. '
-
l: :-0 8 8 ~ tr1 ~ '~
~ ~ ~ Z Z
~ ~ t:I P I 0
z ~ ~ t;l ,
Z
P p
z 0 CIl 0
0 'Tl 'Tl
"
S
z
~ ~
INStRUCTIONS FOR COMPLETING sc~eDULE "E"
,
1. If Ihe family exomptlon Is bqlng,clalnlorl, Indlcatotho clolma,nt's nomo,oddross and his/her rolallonshlp to
.' the docodent. Enter "family exomptlon" ,In tho remarks column and tho amount clalmod In the amoUnt column.
2. Assign consocutlve numbers to each Itom Ilslad.
3, enter the date on which eoch ,dobt was Inclmed and/or paid.
4. Enter.lhe nomos of each payoo. , .
5. 'Provldo 0 brief oxplanatloli 111 tho romorks ,columh for oach dobt clalmod,
6. Entor tho o,mouht of each dobt belilgclalmodi
7. Tho formlnusl bo slgnod by the porsoll whohon ossumod Iho rosponslbllity for paying tho dobts.
" ;
IF ADDITIONAL SPACE IS NECESSARY use aWl x 11" SHEETS.
GENERAL INHERITANCE TAX INFORMTION
Ullsollaflodllabllltlos Illcunoe/by Iho docotlonl prior 10 hls/herdnulh uro tloe/uctlblo ngulrisl hls/hor to~oblo
eatote. III oddlllon tu dobts Incurrod by tho docotlolll or ostolo, othor 1I0llls uro clllllllahlo Includln'g tho cost of
admlnlstrotlon, ollorlloy loos, IIduclary foos, IUlloruLond burial O~pCII\SOS Including tho Cosl 01 u burlollot, tombstollo
or grovo rilor.kor olld, olhor rololod burlol o~ponsos.
All dobts being claimed agolnst on ostolo ora subloct to the approval 01 tho Roglstor 01 Wills with whom tho
Inhorltonce To~ Roturn Is lIIod. Evldoncotq supporllho docedontls or tho oslolol. Iioblllly lor tho e/obts bOlng
clolmod should bo oltochod to this schoe/ule.
, ,
A lomlly o~omptlon moy bo cl'almod'bya spouso 01 0 e/ocodollt who dloe/ dOlnlcllod In Ponnsylvolllo. If thoro Is
110 spouso, or II Iho spouu hos forfolled hls/hor rights, tholl ony child of tho docodent who Is 0 mombor 01 tho SO/110
household ,con clolm the o~emptlon. In tho evont Ihoro Is 110 such spouse or child, tho o~.mpllon cOn bo'clolmed by
o porollt or poronts who oro'mombors of tho SO/lID housohold os tho docoe/olll; Tho fallllly o~emptlon Is ollawoblo only
ogolnsl ouots which pou byo will or by, tho Ponrisylvonlo Inlostoto Lows. ' ,
NOTEI ComponlollclI\ paid 10 on' oSloto'roproaonlotlvoi nomoly,'ano'xoculor or odmlnlstrotor, lor sorvlces
porlorm~d In odmlnlstorlng on ostalo Isroportablo lor Ponnsylvorilo Incomo To~ purposos. This lawblo Income
It,om should bo roportod on lorm PA~40.lndlvlduollncomo To~ Rolurn.
~ ~ ,~ 8 ~ ,~ z I ~ ~
~ ~ 0 ~ 0
z f::: , ,
Z
P P ~
z 0 ~
P 'Tl
(, S
u (
~, , , 1 t-' "'" ~ :z:
~ 0
1:.. ., . 0 [
,
IX, ~i , ~ !if ....
':, I .It; r- ID
, ':";/ ~. . .... II>
..:.' !fJ ID ,
~~. '_"kJ I
(.II : '~'~'J Vl "'i
i~ I" .. ~ ~
- ''':.oJ
I ~ 't..) .~ ~
~ ..J
c.' .... III
J
....
~
g
INSTRUCTIONS FOR COMPLETIN'O SCHEDULE "I""
, !'
I. If Iho, lamlly o~e~'ptloll Is being claimed, Indlcnto tho ~Iolmont's 110mo, addross and his/her rolotlollshlp to
tho docedollt., Elllor "Iamllyo~amflllon" Ill, tho remarks columll ond the amount c,lolmod In tho'omount column.
2. ,Asslgll cOllsecutlve numbors 10 ooch Itom Ilstod~
3. Ellter the dale On w.hlch each debt was Incurred alld/or pold,
4. Enter Iho "ames 01 e~ch (Ioyeo.
5. Provide 0 brio! oxplonotloll In the remorks column for ooch dobt clolmod.
'6. Enter tho amount III noch dobl"bolng clolmod., '
7. Tho lorm must bo slgnod py tho'porsol1 who hOR'assumodtho rO$ponslblllty for poylllg tho debts.
1,1' ADDITIONAl. SPACE IS NECESSARY USE 8Yz" KI1"SHEETS,
... . ,...'
",\lBV".'4 'j;'-+ (&--tOI
. Frlu Humber _
E.tato Name
Dato of Doath
Social Securl fy Number
.'
INHE:RlTANCE~ TAX ,SI)MMARY SHEET 0
. 1,C:AU 4.sE ONLY) , I. \ ~~.~~r
e1~fll~0195 \A...J
~ Orlolnol
o Supplomontal
o Romalndtr
-----------.....------- ,
Robert. A. .\'l!.l:.~__.____.______._____
l1lll'oh 13, 1981
1ge-Ol!,5840
-lNTERED If\N '20 1982
REPORT OP INHERITANCe TAX APPRAISER,
I,Ihe und"~lgn" duly appolnled lnherltanu TOM Appral.., In and 101 Ihe Coun~ 01 Cumberland
Pnnn.ylvanla, do "I~ealfully re'7P rt Ihal Ihv. appral..d tho r,al and p,,.onal prop., ,al ;;,por'd In the fCl,.golna
return at tho valu., ..t larth app It. eaah'ltlttll In Ihelut column ta h. right In Soh .. "A' I "B", "e", and 11~"
Dat.d, JanulU'1 4, 1982' .. 1-' t-' .
INHS T,ANCS TAM APP UA
INVeNTORY
Roal Proporty (Soh,dul, A)
Portonol Proptrty (hhodul, B)
Joln"H,ld Proptrly (5.hodul, B)
Tr.oofo,. (Sohodult C)
TOTAL. OROSS A551T5
Lt.. I)tbt. ond Otdu."on.
(SCHeDUL.B P)
CLlloloR VALUIl 01' B5TATB
o 1.1f, flltal'
o Annuity .
-~
Too on S
To. on $
To. on$
To~ on $
ll..",ptlon.
Tolol e.lo"
-
VALUI AI APPAAISlO
COOl
ADJUSTMINTS
(H4RAIIIURO un OHLY)
RIMAIHDIR APPAAIII~IHT . COOl
NONI
647 657
131
NONS
647.789
00+
38 10
96 Illf
10+
82+
~
40-
83-
Ilill
FACTOR
PRINClpLB
V4Lue
. COOB
t
6%
15%
-~-
COMPUTATION 01' T~X
I
$
$
$-
$
TotA.!. TAX
INTEReST PROM
BALA.Nce
TO
$
$
$
L.u. Crodlll
C4Tll 01' PAYMENt
~MOUNT PAin
$
OISCOUNT INTeREST
+ $ $ a
+ ;I
1l4LANCe $
TO $
.3
INTEREST PROM
.. . I t
II ~ \'" 411' It 1. t ~ll "')1 ,
COhIMON'NC'.IL'rI1 O~ I'UNNSYI.VANI~ .
nur'.II"fM~I'iT 01' IlSVSNUS
THMUPHlllllliURITANCe TAX
I\ASIl~eNT oeCeOUNT.,
SCHEDULE "13"
Pf.RSONAL PROPERTY
~~I~I~
'/~~~f
ir6;~~~fJ~
l~ . ,'j:itl.\!!(/~r~""
{/IIstmct!O/l$ Oil RUVHfSI/ S/,"'}
Add I , Appraised Valus of Real ~state
on March 13, 1981 at _1.09,.'!90J],Q
$642,356.00
Lessl Accou~ts Receivable of eix or
more months delinquenu nnd
hence of doubtful collsctability
on 3/13/81 and etill uncollected
9/30/81 _~65.00
$500. Series "E" Bond, dated January 19/,9, P.O. O.
A. Cutherine Willie
Metropolitan Lifil Insurance Policy 11.1.977001H
Metropolitan ~,ife Insurance l'olicy 11283B7911~1
$10,000. Alleflhny County Hospital Developmsnt
7 1/2% Sarios II .1.976 due 1'/1/20.ll 73.4117
Accrued interest to 3/13/81
$;1.0,000. Mechanic!lburg Sc.hoo;1. 01el:dct Authority
5 5/8% Bonas due 6/15/2002 61,75R
Ac:crued interest to 3/13/Bl
lislpt!J of _....Ro..b~rt A. \iJ.lHs
---
DeSCRIPTION
Travelers Checka
86 Shs. ComlAonwealth National Bank
36 Shs. .'armerll Trust Company of Carlisle
12 Shs. 1I0neywell Irisurance
Dividend Accrued 759
20 She. American Telephone and 'l'elegraph Co.
Dividend Accrued $1.35
1,642 Shs. Dauphin Deposit Corporation
47 Shs. United Telecommunication
Dividend Accrued '409
8. 1 Sh. American Telsphone and 'l'elsgraph Co.
Dividend Accrued $1.00
$ 25.00 Series E Bond datl'ld 12/15/54
United Benefit Life Insurance Company, Policy
IIcU570362
MetJ;'opolitan Life Insurance Company, Po Hey
113976S0Rll
Metropolitan Life Insuunce Company, Policy
~474065RB .
Sole Propdliltor under n3me of C. S. HilUs' nnd
Son. See Financial Statement Attached
Net Horth per 11inllncial Statement
of HII!n; Hurdl1\l\n and Cranstoun
LeSSI 'Real T~lltateappraised at
$378,1/,3.00
45..tJ87.00
$332,856.00
........ .....-.-"........ - -
UNIJ ~STI~A TED DEPARTMENT
VAL Il MAR er VALUATION
VALUe (OFFICIAL VSII ONL Y/
$ 1,750.00
2/, 1/2 2,107.00
30 1,080.00
102 7/8 1,234.50
9.00
52 1/1, 1,0/,5.00
27.00
30 49,260.00
, 16 3/1, 787.25
18.80
55.3125 55.31
1.00
59.76
2,500.00
,:1,891.115
1,228.97
566 ,19J.. 00
l,II11.ltO
2,048.63
961. 92
7,3/,4.70
337.50
6,175.S0
131. 39
-'-'-'-~"--.- ....-_.*~--_...-~--.....-._-_.._._._-----"----- --.
1/ u.ldltlanol spnco lu necoss~rtl usa al/I/I K 11/1 shools, ,
TOTAL
$M7 ,657,38
'/7. ~ trl ,f! if"
.~-c'-':;.-_. ----;::;?/l
, Ii
,
,
't1!V."~4 IOH'ln-dO)
C(JMMONWHA~ TH Of PIINI'l5Y~ "AHI,,'
DHPARTMhl'lT Of RBVUI'lUB
THAN5fQR INHBIIITJ.NCH TItX
RUIDSNT PSCBDSHT '
BGHliOULE "a"
~OINTLV OWNep PI10PBRTV
IIlIRtrllUtloll' Oil Ruvmu Slllol
RO\lsrt A, \H~lis
-~-~_.... c:.r--- .-..-__._..;......;::-t;;;L.~._.._.__.:;;;-~_.
TOTAl. I'a VAI.UIl OP
MARKIlT \ DIlCeDIlNT'S
VAI.UE N INTI!ReST
"'~--""'..
DI!SCRIPTION
$1,500. Farmera Truat Company,
Carlia~e, 7 1/4% Certifi~
cate of Deposit due 5/1/B3 $ 1,500.00 ~o- $ , 0.00
$5,340. Farmera'Truat Company,
Carlihla, 7 1/4% Certifi-
cate of Depo~it due 1/15/B 5,340,00 -o~ ' 0.00
$2,700., Farmera Truat Company,
Carlisle, 6 1/2% Certifi~
cate of Depoait due 1/~6/B 2,700,00 -o~ 0.00
$11,000. CCNB,Cercifioate of De~
poait 12.534% due 5/1/81 11,000,00 -0- 0.00
$15,000. Fulton Bank, Certificate
of Deposit 14.2B2% due'
7/1/81 15,000.00 ~o- 0.00
$ 6,000., Fulton Bank,Certificate'
, of Deposit 11.75% due
9/26/B2 6,000,00 -o~ 0.00
$ 5,000. Fulton Bank, Certificate
of Deposit 11.30% due,
4/21/B3
$ l,284.1B Da\\phill Deposit, Certifi
cate of Deposit' 7 1/4% due
5/7/Bl
$ 4,600. Dauphin Deposit, QertifF,
cnte of Depoeit 7 1/4% due
2/19/82
5,000,00
-0-
0.00
1, 2B4 .1B
...0..
0.00
4,000,00
-0-
0.00
$3,000.
Dauphin Deposit, Certifi-
, cate of Deposit 7 1/4% due
6/27/B2
Dauphin Depoe~t, Certifi~
cate of Deposit 7 1/4% due
3/1B/82
Dauphin Deposit, Certifi~
cate of Deposit 7 1/4% due
1/16/B3 '
Dauphin Deposit, Cortifi-
cate of Deposit 10.40%
due ,B/15/82
"'0...
0.00
3,000.00
-0-
0'.00
$ 2,000.
2,000.00
-0-
0.00
$ 2,000.
2,000.00
...0...
0.00
$ B,OOO.
8,000.00
TOTAL $ 0.00
If additional apoco la nocoa~ary, uao By/" xli" ahoeta.
.t'
PIIPARTMIlNT
VAI.UATION
(OPPIOIAL USII ONL YI
~..' I..
fHI',V.4U 1\)(; U"O)
COMMOHWftALTH OP MNtUVLVANIA,
OUPARTM'8HT OP RUVftNUa
TRAHSP~RIHHHRITMlCU TAX
, RH510HNT PUCUOftHT
E\lilHEDUl.li "E"
JOINTI.V OWNED PROPERTY
I/IIstruorlllllS nil f/IIVHfSH SIr/III
l\oPllrt A. HilH.fl
~ ...........:;o...........,...,...._-<~.u=,.,-.~-;;
TOT AI. Pu
. MARK aT Rt
VAI.UE UN
.--
DI!SCRIPTIOH
1964 Bt:udepakllrSlIdlln $ 100 '. 00 ...0""
1974 01ds 8edlln l.,OOO.OO ~ON
Household Ooods 6,896.00 ~O...
Oauphin Deposit Ohilllkiqg Aocount
1190-64-668-1 4,869.09 NON
Dauphin Oeposit Chocking Account
Ilgo-64N670N3 1,721.06 NO-
DlluphinDeposit 8avings AncounU
/112-70..,1,30NO 3,210.98 -0-
Dauphin Deposit Royal 1I1uII 111230055 3,829.27 ...0-
Dauphin Deposit Statement SaVings
1112-60..,126-8 7,,269.15 NON
45. Commorlwealth National EVi\rs~aen
112500117177 1,1111. 04 -p...
46. l?armet's Trust, Carlisle SavinSll
1/3014019 8,845.70 _ON
47. Cash ..:;.1.o.000.Q.Q. NON
Items 3 through 47 in name of ~400,9Al. 84
Ropsrt: A. Willis and A. CII hedno
Willis, "Husband and Hif,/il I'
TOTAL
, '
If addltlonalllpace Is necessory, use 8W'x 11" sheets.
is.
, ,
r~ .....
,~i~ ,
VAI.UB OP
DBCBDBHT'S
IH1BRaST
$ 0.00
0.00
0.00
0.,00
0.00
0.00
0.00
0,00
0.00
0.00
0,00
;;
PBPARTMBHT '
VAl.UATIOH
lamclA~ USB ON~ YI
,.
'I!: (~"L 1"'01.
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
~------,~---,----~,,--~~,,~-'-"--- --"-'-2Ti7B2 -----~--
~ (MLI~T BE FILElD IN TRIFLICATEl) DATE--,-,-~_
., TO THE PENNSYLVANIA DEPARTMENT OF RElVENUE,
Application Ishoroby mado lor cQ1lOnt to tho tranalor 01 tho following IOcurltloa 01 a Ponnsylvanla
Corporation or a Na'tlonal Banking A..ocl,allon located In Ponnaylvanlal ' ,
(a) 164 Bh~, (bL~uphin Deposit Corporation (a) Conunon -
(N.QTEI In doaorlblnplOcurltloa onter In (a), ab O/o,oltnor tho numbor of sharos olatock or the loco amount 01
roglstered b~da, In (b), tha name 01 tho l5Iulng cal1\pany and III (c) tho ola.. 01 atock or the atatoa Int,~roat rate
and maturity date 01 leglatored banda,)
ISSUED .oN _ 9/15/81 , a~'d having a TOTAL MARKET V A'lUI:.oF $ ,~"y,,).
(CQ!O) 3/13/Bl
afol tho 'date 01 doath 01 the, decedont, Robert A. Willis , on ,
.' . (No"'Q Qf Cu.d.nl) (Pello 0/' doolh)
who was late 01 400 Maple ,Stnet LemoY\le, Cumberla~~_ Pennsylvania
(Poolllfflco) (CoUnlyl
*'
CllMM(lNWeA~ TH OP PBNN~nVANIA
DePARTMBNT llP RBvENUe
BU~EAU OF COUNTY COI.~BCTION~
.
,.'
(Sf/O.I Qnd Nu",b.,)
($tol.)
ThOlOcurltloa areroglatered aa 101lQWII
Robert A, Willis
(No",o 0' nom.. In whloh '0/1111.01" 0,0 ,oul.lorod)
A,~, ~~~Rl Pauphin Depasit Bank &,Trubt Co" P,O. Box' 2961 lIurris, burg , Pennsylvania
EXECUr..oR " (No",o)" (Add,...), '
.,' " , ' NAME OF APPLICANT.~~~l'i~xD~~~~~tnank & Trust Company
COUNTY FILE NUMBE,R ?/. If/- /9 je"""" ADDRESS OF APPLICANTuarrisbUrg, Panna. 17109 -
BURE}'.1 FIL~ NUMBER----,--' ,SIGNA~URE,OFAPPLICANT" , ,'Br".,ciT:t...;)) d,~
,NOTIClll IF yOU PAIl. TO PROPERI.Y FILl. IN ANY PORTI()N OP THIS APP~ICATION, IT WII.L K61(~13:0n 'M, Hol<o
CONSIDeRED COMPLeTE^HD WILl. Be RBTURNeD TO you POR COMPI.ETIOH.' WllIut Offlcor
COMMONWEALTH OFPENNSYI..VANIA ~ DEPARTMENT OF REVENUE
. CONSENT TO TRANSFER SECURITIES .
. ,DAT
I h~reby conlOn I I,a ,the fransler of the abovO IOcurlllos noW reglatored In the "ameol the alotual
Docedent 'and wolve the II ling 01 a, ilartiflcate certifying to tha paymelllal tho tranaler,lnherlta~co tax to ~hlch
tho property of aald D~oedonl I, modo aublocfpursuant to ,Ihe proVlalana 01 the Act (,f June 20, 1919; P.L, 521,
aa amonded and the Act al Ju~~ 15, 1961,P.L. 373, aa anlondod, Thla I' alao In accoldtmce\Vlth theprovlalona
;", ....- . . " "
ollho Acl 01 April 9, 19291 P.L, 343.
j . ' ",'
Thla ConlOnt to Tranalor the horoln do,crlbodplaporty oporatos only In reler.nc. to the utate 01 the I
abo~o'named. Docedent.
~t~~
'~~"
COMMONWEAL TH OP PENNSYLVANIAJ,
DEPARTMENT OP R8veNUB
BUREAU OP COUNTY COLLeCTIONS
-
APPl.ICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
'*
,
~ (MUST BE FILED IN TRIPl.ICATE)
TO THE PENNSYl.VANIA DEPARTMENT OF REVENUE,
Application Is hereby made far cennnt 10 the Irons fer of Ih, follOWing ncurltln of a Pennsylvania
Corporation or a National Bonking Alloclotlon located In Pennsylvania;
DATE 5/23/83
(a) 2 _(b) Dauphin Daposit Corporation (c) Common'
(NOTE, In ducrlblng aucurltlea "nter In (0), ab rNU, either the number of shar.. of stock or Ihe face amount of
registered bends, In (b), the name of the IlIulng company and In (c) the clall of stock ar the stated Inter..t role
and maturity date af registered bonds.)
ISSUED ON_u~n
(Dot.) ,
as of Ihe date of death of the decedent,
/ and having a TOTAL MARKET V AWE OF S 60.00
Robert A. Willis
(Nom. of D.ud.nt)
/ on
, 3/13/01
(Dot. 0' d.ath)
Pennsylvsnia
(Slol.)
who was late of 400 Haple Stroet, Lemoyne I
(Str.., and Numb.,) (Po.' 01110.)
Cumberland
(Caunly)
The aucurltl.. are registered as followlI
Robert A. Willis
(Namo or nom.. In whloh co/lIflcol.. Oil IIul.,.,od)
ADMINISTRA TOR) Dauphin Deposit Bank 60 Trust Co" P.O. Box, 2961' Harrisburg, Pennsylvania
EXECUTOR) (Nom.) ,,(4dd,...) ,
NAME 9FAPPLICANT. Dauphin Deposit Bank 60 Trust Company
, P.O. Box 2961
COUNTY FILE NUMBER 21-81-195 ADDRESS OF APPLICANT Hat'risbur Pe 17105
I
BUREAU FILE NUMBER SIGNATURE OF APPLICANT ,
NOTICE, IF YOU FAIL TO PROPERLY FII.LIN ANY PORTION OF THIS APPI.ICATION, '(WIl.l.
CONSIDERED COMPl.llTE AND WILL BB,RllTURNED TO YOU FORCOMPI.IlTION.
. COMMONI'IEALTHOF PENNSYLVANIA - DEPARTMENT OF REVENUE /,) .
. CONSENT TO TRANSFER SECURITIES ,DAT~ ~g~ /1/3
I hureby COnunt to the transfer of ths above securities now registered In the name of the ~t~ald
Decedent and wolve the filing of a certificate certlfy.!ng 10 the payment of Ihe transfer Inheritance taK to which
the property of sold Decedent Is made sublect pursuant to Ihe provisions of the Act of June 20, 1919, P.L. 521,
as amended and the Act of June15r 1961, P.L. 373, as omendod. This Is also In accordance with the provisions
of the Act of April 9, 1929, P.L. 343.
This CanUnl 10 Transfer the herein described property operotes only In reference 10 Ihe ..tote of the
, , , ;,
obove.named Decedont.
*", ,
. I
~ 1,
I
/.'
Iuno 0) ~' ? , '
, 7, ~~?t.k/"'~~t.,(_
( Dunty)
PIUNOlPAI, IllSnUIlSJe~mN'l'S
....J,._~
4/03/81 llf,lg:ht,\Ir (If Wills - I,uttors I\nd Short OurtiflontflH
CumbElrlond'l,aw Journal - Advertising I,ettura
4/07/81 R,D, Ra1ahert,- Appraisnl of housuhol,d ~ontunta
4/13/81 RegistElr of Wills - 'iVEl' Short Ouftlfiontus
4/14/81 West Shore Tax Bureau ~ 1980 Inoome 'l'ax
Pam\sy1vanin Department of Revenue - 1980 Inoome Tnx
, ' ,
Internal RevenuEl Service - 1980 Income Tax
4/29/81 Joseph MuGrl\w Incorpdratad - Appraisal of 400/410 Maple Struat
Patriot-NElwROompany~ Advertising L(lttars
4/31/a1' Joaoph McGraw Incdrpu,rilted - Appl;'A1s'al of Indif,lna Avanuu I,at
5/15/81 JOlleph Mc~raw Inoorporated -Appraisal of 328-330, 332 an<l 31,2 North
5th Street an<l ~18/420 Plum ,Street
.5/28/81' Dauphin Deposit ,Dank and Trust Oompany - Safe Deposit Dox rental
Josoph MoGraw Inoorporated - Appraisal of commercial propertias
Joseph McGraw Incorporated - Appraisal, of York coun'i:y Mountain I,and
,,, 6/10/al Register of Wills - !live Short C,ertifiolltos
6/3,5/81 'A. Catherin'e WHl1s - Reimbursement for funeral expenses
6/23/81 Register of Wills - Sh~rt Certificates
Rolling Green Mllmorial Park - Dronze memoril\l.
a/06/8j; l1ain llurdman -Confar,llncll rllvfaw statement
Mllin lIurdman ' Aocounting aerv;t.o\ls 1/1 to 3/13/81
" ,9/01/81 ,Stanley' 11, 'Sheaffer, Tax ,Collector Sohqol Tax
Rllgister of Wills - Tax WaiVer
9/M/81 Oliffol.'d M. DIIHetll, TaxGollectbr .. Real, Eatatu 'l'ax
,
12/04/81 Mary O. Luwis, Registe,; of Wills - InhllritnnoeTax
Mary o. 'Lewis, Register of Wills - lIiling Inventory IInd Debts IInd
Deduotions and I~heritllnce Tax Roturn
) ,r
5
",i,l)";
P!,l;/:
;jd,f)
$ t08,00
18,00
26.00
~.OO
805,00
2,400.00
42,000,00
225.00
67,74
50,00
120.00
7.50
1,100,00
350,00
5.00
3,273.00
2,00
995.00
700.00
2,000.00
921.04
2.00
17.81
32 ,,?96. 49
15.00
12/15/81 Intllrnlll Ruvonue Sllrvicu - lludorul I!.stllto 'I'll X
LArry IIArtmun ,. 1'1,18 tU80 1l0S to for /11l1il l'0turn
1/15/82 RlIgister of Wills ,. Short C~rtifioutos
U23/82 Reoordar of Ollads, York County -'l'runsfur 'I'sx on York County Proporty
, !l/P/82 'Main Hurdmun - preparatiun of Stuto and Ile<lorul Inoome 'l'al<
9/2!l/83 Rogister of,Wil1s - Short,Cortifiouto
4/06/83 Pennsylvaniu DapartmElnt of ,Ilovenue ,. Dlllanoe on Income 'l'alC
5/27/83 Ilesister at Wills - Short Cor~lficatc
5/31/83 Register of Wills,. TUl< Waivor
6/01./83 SeAboard Surety Comp/lny - Dond on lost instr'ument
7/19/83 Int'eJ:nAl Ruvenue Service - Dalance On l'edoral Jistate 1'al<
8/24/83 Main Hurdman - Sorvioaa 1982 ahd amandin8 ra'turns for 1982 and 1981
7/10/84 Reoorder of Deads - RaAl ~state transfer T/lx
Reoarder of Deeds - ReAl ~stAte Tr/lnsfer Tal<
7/17/'84 Mq.inHurdman,. Acoounting aorvioes, propllration of tlll<
7/31/84 Dsuphin Deposit DAnk and Trust Company - Partial El<ecutor's fee
8/01/84 Recorder uf Deads, - Ileal ~stute i'runsfer Tax,
Reoorder of Deeds - Rell1 ~st/lto Transfer TalC
M~ers, Myers, 1'10wor snd Johnson' - Attornoy' a foe
8/31/84 Raimburhment of Incomo Aocount for Advlll}oo"for nxpense~
"
$ 9/f ,269.00
2,40
"/...00
95'.00
1,2$0.00
2.00
60,93
2.00
2,00
1,92
11,761. 62
1,400.00
,2 ,480~00
2,480,00
J,500.00
15,000.00
520.M
520,00
21,000.00
4,700,PO
RIlS~RVm TO PAY TIIIl 'F'OLLOIHNOI
Registar'of Wills - l'ilins FinslAQoount 20q,OO
Dauphin Deposit ,Bank and Trua t Company - Blllanoo or'liltecutort,S foe 6,000.00
TOTAL PRINCIPAL DI8BURS~M~NTS $251,460.45
PRINCiPAt,' DISTRIBUi'IONS TO D'~N'~FICIARt~S
1. ~
3/24M1 A. Catherine Willis. Distributed in kind $500. Series ~ Doncl 1.'0.
'sbtel:edl\obertA. W:I.111s, 1'.0..0. A. Catharine \41.111s $ 1 ,4J..t. 40
"I. l) ",',1
.... Pl,U!
6
L)[j()
5/04/84 ,1~lltate of II. gUll,'nu \~rtllht /Ind I" K/lthuunu Wrillht lInd Ilrlldford Wrl.llht,
children of II. '~ullono Wright - Un1anDCI due in /IDcor'dnncu with Allruu-
montdated M~y 4, 1984, in Ilntillfnction of huquollt nnd futuru intorollt
in businoss $100,000,00
1130/84 Dauphin"Depoa.1t flank nnd 'l'rullt Company, 'l'rullteo under tho Will of
Roh(;\rt A. Willis (Marital 'J'rus t)
'ro'rAL I'RJ,tlC11'Al, IllS'J'I\lIlU'rWNB
l'RJ.NCIl'AL INVIlS'l'MgN'rS
Various Markot Square Caah ~lllnllger l
CAl'l'l'A" CIIANOIlS
.
Olluphin OaposH C"rporntion PlIrt 1
1,642 Sharea 'Inventoried lit
1. Sha ros LlItor discevered
1,643 Shares
8/24/81 1,6,,2 Shares Sold
1 Share
9/15/81 .1 Share_ 1.0% Stock Pividend
1.1 Shllro
2/04/82 .1 Share Sold
1.0 Share
4/29/83 1.0 Share 100% Stock Dividend
8/10/84 2.0 Shares
-1... 0 Shllres Sold
0.0
Part 2
Operations of decedent's bUsin~Bs, "C. S. \~illis & Sons" I
Aceeunt value shown on Inventory'fi1edl
Operations statement to June 3D, 19841
Invcntories at dllto of doath
Inventorios at'June 30, 19S4
$134,415.00
112,027.00
Accounts recsivab1e, date of death
Aceounts receivable Juno JO, 1984
Liabi1.itios, dllte of death - tradu
Note
$310,112.00
,114 ,305.00
$290,067.00
50,000.00
$340,067.00
58,839.00 '
"ll 'I t)'/ I' t', iJh' ',I'
I ;.. II\< _ l.,J. ~
I,iabilitios JUlie 30, 1984 - 'l'rado
7
89,91.6.14
$191,327,54
$ 14,300.00
$ '19,260,00
30.00
$ 49,290,00
49,260.00
$ 30.00
0.00
$ 30.00
2.73
$ 27.27
0.00
$ 27.27
'I 27.27
$ 0.00
$566,191.00
"
( 22,388.00)
(195,807.00)
281,228.00
.Ql)1H'II~LI)l1f1 of dllo~'ll(ll1~l..illIH.jIWJi!.!.~S_Jidi!1Jj!!.J! 90IJ!l~lJ!'"ttllllod) I
Cush, duco of dlluch
Cush, .lullo 30, 1994
$
97,500.00
62,697,00
$ (31,,8<)3.00)
911las of lloods iill~ III'Lsco.tJ.UIlUCllIH 1111101l1U
Yoar ollded 'ubruary 28, 1982
Year ended (lehrual'y 28, 1993
Year llllded Ilebruury 28, .1.984
I'eriod endJnll June 30, .1.984
$2,557,222.00
2,304,971.,00
2,507,5%.00
800,9\16.00
$8;170,7!l5,OO
Oost of soods sold nnd opot'nCins expllnsoR
. Yllllr ended 'FlIbruury 28, 1982
Yoar ended February 28, .1.983
Vosr endod February 28, .1.984
Period endLns June 3D, 1984
$2,606,4g9,OO
2,261.,536,00
2,451,074,00
752,759.00
8,07.1.,868.00
6/01/64
AOOOUNT VALUE OF !lU8INES8 ON JUNE 30, 1984
(AoorualR and aepreoi~tion not taken into
MO,r~Base on business real esCato - .lc}ng Cerm
lIoooun t)
'$ 230,000.00
9a,9l7
$127,147
$ 693,336.00
Nllt llain in invostmllnC valull and working capiCal
Rull1 Estate inventoried as purt of business - flo1d by
EXllcutor
27 ,500.00
1257,500.0Q)
Remninins Vn.1.uB, business, assllts conveyod to C, 8. Wj.11i.s.& Sons, Incor-
porated per Will. of Oeeedont $ 435,636.00
OAPITAL CIIANGES
( 130,353.00)
INCOME RECJl11"r8
4/14/81 Interestl Allegheny County 1I0spitsl Deve1.opmen t 7 1./2% Series 1\ 1976 $
due 4/1/2011
4/27/61 Interestl Matropolitnn ],ife Insurnnee Policy 1/474065RIl
Interestl Metropolitan Life 1nsuranell Policy 11397650R!l
37.50
24.00
23.12
5/04/81 ..Dividendl' Farmors 1'rust. Company of Carlisle
5/15/61 DiVidend,
0/29/6.1 Int,erestl
Commonwealth Nat:l.ona1 Ban k
Meohaniesburg 8choo1 Distri'ct Authority 5 5/8% !lands due
6/15/2002
16.20
,49.68
.149.87
7/09/61 Interestl
Allegheny Oounty 1I0spiCII1 Devolopment 7 >1/2% 8eries 1\ 1976
due 4/1/2011
202.08
".-'1,
'f)'1 " ~"l
:. llll,l d,.ll:".
8
/..-
In teres t I Market Squaro Oosh ManllllO r 1.
,.' 4/04/83 $ 5.32
5/04/83 5.29
6/01/83 5.37
7/01/83 5.40
B/01/83 11.37
9/01/63 6,70
10/03/83 6.09
11/01/83 6.5(,
12/01/83 6.33
1/03/84 6.77
2/01/84 6.70
3/oi/84 6.34
4/02/84 7.21
5/02/84 6.99
6/01/84 7.U1
7/02/84 3,27
8/0]'/84 1..008.71. $ 5,034.70
, ' 8/31/84 Reimbureoment from Principal aucount 4.700.00
TOTAL INCOME RECllIPTS $ 12.464.90,
INCOME DISBURSBMENTS
INCOHfl INVIlSTHIlNTS
$ 701.00
725.00
4,700.00
388.25
$' 6.514 25
,
$ 1,200.00
"
7/27/82 Pennsylvania Department of Revenu~ ~,1982 Fiduciary Income Tax
'6/12/84 Pennsylvania Depar~ment of Revenue~ 1983 Fiduoiary Income Tax
Transferred tll Prinr-ipat for paymont of expensee
Dauphin Deposit Bank and Trust Company - Commission ,(5% of $7,764.60)
TOTAL . INCOME DISUURSEMENTS
Various Market Square Cash Manager 1
EXhibited into the Office of the Register of WU'le l.n and for tho Oounty
of Oumber1and this f'l' dsy of ',j','/l('k/J'I'" . 1984, by
DAUPIIIN IlIlPOSIT BANK AND 'fRUS'f COMPANY,
Executor of tho Estate of Robort A. Willis f,
'docoase/h
/1"
By' /,
,.
. : !" J D' I i;,,,t f),.A,
10
\ '",. ... OM ""'OJ
CO""O~WI^,'" 01 PC~~UVIVA~" NOTlCB or OBTBRMINATION AND IACN
WM1MI~1 01, RlVltIUr ASSBSSMBNT OF ,PBNNSY~VANIA , I
~,~~t:gxa~i~~'VlOIIA\ lAm I UTATE TAX BASBO ON rBDBRA~ IOAT"
~M'''UI\O, I'A .?\OHlP .' BSTATB ,TAX RBTUR~ ,. 04"13"87
ISTATE or WIt..t..IS ROBER1' II rl~B NO, 21 Bh0195
RMl OF DBATH !U.=.ll:1l1 QO.\lliIL~Q.UM.BJmWD __
NOTBI TO INSURB PROPBR CRBOIT TO YOUR ACOOUNT. SUBMIT THB UPPBR PORTION OF THIS PORM WITH YOUR TAX PAYMBNT
TO THB RBQISTBR OF Wl~~S or THB ABOVB COUNTY. MAKB OHBCKS 'PAYAB~e TOI IIRBQIBTBR or WI~~S, AIBNT, 11
SANFORD S SANFORD
T 0 DAUPHIN PEPOSIT
213 MARKET ST
HAllRIRBURG
201
PA 17105
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE '
Amount RBmltted tel Register of WI Is
OUT AI.ONG ,THIS I.INE - RETAIN I.OWSR PORTION POR YOURPII.ES -
RBV~ "8S" ex (12:8B") . . . . . . - . . - '.NoTicB - oP" DBTBRMiNATioN "AND AssBssMaNT. . - - - - - - - . - - - - - - . - - - " -
OP PBNNSY~VANIA UTATe, TAX BASUO ON PBOBRA~ BBTATU TAX RBTURN"
ISTATB or WILLIS ROBER'!' A rl~~ NO, 21 81-0195 ACN 201 DATU 04"13"87
--"'"-----
ESTATE TAX DS'I'BRMINATION'
1, Credit 'P9r State PI/sth Tsxes U Verlflsd
2. Ponnsylvs!1ls Inherltanoe Tsx Assessed
, (Excluding Plsoount and/or Interestl
3, Inherlta"oe Tax Assassed by OtherSts,tes
or Territories of the U"lted Ststes
(Exoludlng Pls,oount snd/or Interest)
,
4, Total Inherltanoe Tax Assessed
5. Pennsylvanls Estste Tax Pue
9.S29.2~
32,996.4B
._.....__......._~,.._,_..-4~.__..
.00
32,991;>.48
, .00
TAX CReons I
PA E T
PATE
'INTEREST H
AMOUNT PAID
p ~ "'R1
("")Fll
CiJJ mn
?,i:"" ~ ..0
III .1. u,::tJ
';::~1 78 ""f~'l
nUll
~ ",1--1
'~~-i }.'~
,
"" ~ I,
'..:J
TOTA~ TAX ORBDIT
BA~ANCB or TAX DUE , 0
INTBRBST
I TDTA~ DUB . 0
, lIP BA~ANCB DUB IS ~ESS THAN $ t ,OR 1& RBF~BOTBO AS A I'CRBOIT" (CR), NO PAYMBNT IS RBQUIRED J
. IF PA~D AFTER THIS DATE 'SEE REVERSE SIPE
FOR CAt..cut..A~ION OF ADOITIONAL INTEREST