HomeMy WebLinkAbout81-00238
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WILLIAM R. MARK
ATTO,.NfY AT LAW
IS~U."DlIlU"G, pi".
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I Cumberland County, Pennsylvania, beIng of sound mind, memory and dJ.~po~ition
I do hereb;,' mal,c, publish anel declare tllj~, my last ?iUI and Testament, hereby
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1',1 revoking and makinp: void all wills by mC heI'Dtofore made.
FIHST. I oruer and dircet t.hp, f,uyment of .'1.11 m,r ,jUf:t debLs and funeral
II exp,en<,'.e" no.., coorl ao"
. ~ _ crJ!LvenicntlJ' ma;: bo afLor m;y decease.
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I SECOND.
II whatsoever and whercsoever sUual,e, t,n m;' beloved ',':ife" EI,IZAIlETH C. STROBl!.,
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I absolutely.
\ THIRD.
! disastor I direct, authori<le am! e:11)lnner my hr:reinaJ'ter named 1,:;ccutor to sell
i all m:, pro[.Brt;{, real, personal and mixed and after tile "aymcnt of .just debts
II to divide th" net proeecds tller"from anong both my heirs at. law and m)' wife's
"
II heirs at law as eleterm:; ned at the elate of lliY d"ath, said distribution to be
,
1\ stirpes.
I FOUln'H. I nominate, constitute and appoint my ,,:ife, ELIZABETH C. STROHM, to
I be the Executrix of this my last Win ancl Testament, and if she predeceases me
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\ 01' r:e die in a common disaster I appoint ,JOlIN A, ST!lOHM, my brother, to be the
i E:\Ccutor of this my last Viill ,::ni.d 'ioGtament.
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! seal to this my
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i day of
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':',,1 Signed, sorrled, published ,md )
declared b;i EARL (;. STlt()Hh~, (
I the 'J'estu.tor, as and for his )
,\ last Will and Te~,tament, in (
II the presence of us who have )
'1.1
at. his request c;i:;ned our (
II na:nes as w ltnesses hereto in )
:i Lhe presence oi.'t.-lJc said (
:\ Te:itator and or ('ach oLhc;r. )
11 all P> (
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W T L L
1, EAHl, G. S'i'1l0HII1, of It. I). Ill, Shipr,en~,b\lr:~, Southampton 'ro\'mship,
I give, devise and. Lequc().th all n:;r propcl't, real, p0.r5onal and m:Lxed,
In the event t.bat m;i beloved wife J,j'ecloceaseu me or we die j n a COllUllon
IN WITNSSS VP'!ERlWF, I, EA?L n. S'J'IlOHM, have hereunto set my hand and
last ytill and Testament, y,T'ittcn
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on one sheet of paper, this
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 55:
COUNTY OF CUMBERLAND
Defore me, the Register for the Probate of Wills and granling of I.cllcrs of Adllllolslrntloll III IIlId for the Coullty of
Cumberland, persilllally came "li7.~bpI"11 c. S"roilm
who, being duly sworn
I do es
depose and say that as Ex",,"trlx
of the last Will and Testament of Earl G. 5 trohm
she
deceased
will well and truly administer the goods and chattels, rights ulld crcdlts of sllld dcccllsed IIccordlng to law. And
also will diligently comply with the provisions of the law relating 10 Trunsfer lllhcrllullces. Hwo I'll alld subscribed before me.
April 7
81
A.D., 19_
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Be it remembered that on the
lOth day of.
Earl G. Strohm
DECREE
April
81
,A.D.,19_, there was probated and
recorded the last Will and Testament of
late of
Southampton Township
, Cumberland County, Pennsylvania,
D d Testamentary
ecease . Letters .were gralltcd to
Witness my hand and official seal the day alld YCllr aforesaid.
A ~''')
,;I, fJ
Elizabeth C. Strohm
Register .
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Invontory of Iho ronl and porsonol .stot. of
Earl G. 5 trohm
d.c..s.d.
Preston Trucking Company, Inc.- Payment 5/11/81
6,300 00
3,200 00
9,000 00
9,000 00
5,500 00
510, 30
"670 89
837 88
656 12
660 51
300 00
1,801 41
72 00
72 00
721 00
721 00
779 \ 73
883 08
1,043 79
654 95
685 55 .
677 59
269 81
100 00
8,568 89
13 42
14 . 90
1974 International Truck - Sale Proceeds
1977 Chevrolet Station Wagon - Sale Proceeds
1975 International Truck- Sale Proceeds
1971 International Truck- Sale Proceeds
1972 International Truck - Sale Proceeds
U..S. Treasury- Social Security Payment for March
Preston Trucking Co.- Leasing Payment 3/23/81
Preston Trucking Co.- Leasing Payment 3/23/81
Preston Trucking Co.- Leasing Payment 3/30/81
Preston Trucking Co.- Leasing Payment 3/30/81
Blue Shj.e1d Payment 3/30/81
Murphy. & Clouse Feed Mill-Graiu hauling
Peoples National Bank of Shippensburg- Christmas Club 1/9 239 8-125
Peoples National Bank of Shippensburg- Christmas Club 1/9 237 1-125
Peoples National Bank of Shippensburg- Chris tmas Club 1/9 236 1-125
Peoples National Bank of Shippensburg- Christmas Club 1/9 .240 1-125
Preston Trucking Co.- Leasing Payment 4/6/81
Preston Trucking Co.- Leasing Payment 4/6/81
Preston Trucking Co. - Leasing Payment 4/13/81
Preston Trucking Co. - Leasing Payment 4/13/81
Preston Trucking Co. - Leasing Payment 4/20/81
.
Preston Trucking Co. - Leasing Payment 4/20/81
Preston Trucking Co. - Leasing Payment 4/20/81
Pennsylvania Blue Shield- Payment 4/20/81
Distribution from the Estate of Iva M. Strohm
Preston Trucking Company, Inc.-Payment 5/4/81
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
5S:
Elizabeth C. Strohm
being duly ___-..---!'1'9.tn.... .._ .ccording to I.w, de po... .nd ..y. th.1 sho .1s..thc....Exccutrix...._.
__.____............--. ..._ _ . ..... 01 Ih. E.I.I. 01 ll.fi_,LQ,,_SyohnL--..--.---------.--
lal. 01 SOllth~mpton Town~hip _. ---, Cumberland Counly, Pa., d.c....d .nd Ih.llh.
within i. an invenlory m.d. by ..._lce.,_ ._....... ..-, Ihe .aid_Exe_cutrix
of Ih. entir. eslal. 01 ..id d.c.denl. con.i.ling 01 .11 the personal prop.rty and r.al ..lal., .xcapl r.al e.lal. ouhide
Ih. Commonw..llh 01 Pennsylv.ni., .nd th.llh. ligur.. oppo.il. ..ch il.m ollh. lnvanlory rapr...nl it', I.ir v.lua
.. of Ih. d.l. of dec.denl'. de.lh.
rA w,()~;& .nd .ubscrib.d b.for. me, \.
-I:h"; XLL d~ tjCf1j19 f.;Y
prfLk.'n a P;tU..6u~
Shirley A. rf"burger. Not.ry Pub~c
ShjpJl~nsbu'q, PA Cumberland County
Mt (omminion ~pirts' Deu:mbct 27, 1981
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Elizab~ th C. 1:fl!'.\Wm' Admini.t..,..
R. D. 1/5
Shippensburg, Pa. 17257
Address
Oat. of O.ath
1st
April
Month
1981
D.y
Year
INSTRUCTIONS
I. An inventory mu.1 b. filed within Ihree monlhs .ft.r .ppoinlmenl of p.rsonal r.pre..nt.liv..
2. . A .upp!~tn.nt invenlory mu.1 be filed within Ihirty d.y. of di.cov.ry of .ddilion.1 ."els.
3. '. Additi~.1 .heels' may b. att.ched .. 10 person.lly or re.lly
4. i;Se. Arl~I.IV,Fiduci.rie. Act of 1949.
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Inventory of the real and personal estate of
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Earl C. Strohm
deceased
International Law and garden tractor- sold at public sale
19 82
4 52
2 40
154 00
21 00
18 00
110 00
692 43
10 00
60 00
Southern States Cooperative
Preston Trucking Co.- Lease Agreement payment
Cumberland Valley Cooperative, Assoc.-Refund
Nationwide Insurance- Refund of premium 8-19-81
Nationwide Insurance- Refund of premium on policy /l58BA 11-566
Crain Bin- Sold at public sale
Miscellaneous tools and business equipment- sold at public sale
1 Share Cumberland Valley Cooperative Assoc., /15524, common @ $10
6 Shares Cumberland Valley Cooperative Assoc., /112780, common @ $10
TOTAL
$61 082 99.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
'L
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55:
Elizabeth C. Strohm
----------...
~----------~~-_._-~-_.~-~- .
according 10 law, depo.e. e"d says Ihal 'l1e is the Exeuctr~x...._.__
.__'_ of Ihe E.lale of Earl C. Strohm
lal. of _Southampton_Township ...._.... .......n , Cumberlend Counly, Pa., decea.ed and thet the
'Ih" . I d b her Ih 'd Execu trix
WI In IS an tnven ory ma e y _____ -- -- .-.---" e sa!
of Ih. enlire eslale of said decedenl, con.i.ling of all the personal prop.rly .nd real e.I.le, exc.pl re.1 .stele outside
Ihe Commonwe.lth of Penn.ylvania, and Ihallhe figures oppo.ite each ilem of the Inventory repre.ent iI's fair value
a. of Ihe dal. of decedenl'. dealh.
b.ing duly
sworn
. cJ~"M4 ~ Ai
1 ,...-tel,':, I.r,,~ CO .~'2uJ~,.Y'-'
Elizabeth C. ~ffll\Yfu' Adm;nist..'or
R. D. 1/5
r Sh.iW-sbUI'!h-P-<l. 172 5 7
J Addro..
and sub.cribed before me,
*1,;. &Ir.- dcul 1 ~
4<L~ ?) YJp.l/mr
S i,;,y A. M Ulger. Notary PublIC
ShippeOlbl1l'1;1. PA Cumberland County
Mw ,Commiuion txpires December 21, 1982
19 t ;).J
1st
April
1981
O.le of Death
Doy
Month
Year
INSTRUCTIONS
I. An invenlory mu.1 be filed wilhin three month. after appoinlment of perso""1 repre.entative.
2. A .upp[.menl invenlory musl be filed wilhin Ihirly day. of discovery of additionel ....ts.
3. Addilional sheets may be attached a. to personally or really
4. :.'See Arlfc:le IV, Fiduciaries Act of 1949.
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,REV.150QoEX.I",all
BUREAU OF EXAMINATION
PloillNSYLVANIA DEPARTMENT OF REVENUE
P.O. BOX B327
HARRISBURG. PA 17105
....::?/-8/--?3Y
INHERITANCE TAX RETURN
RESIDENT DECEDENT
II
Fllo Number
.'" 1" ~1.~
4. Lifo Estata 0 5. Fadarel E.toto Tax D
Roturn Raquired.
6. Dacedent died testete m 7. Decedont maintained a living 0 B. Number 01 58la depo.it 0
(Attach copy 01 Will! U tru.t (Attach copy el trust! boxes inventoried
All correspondance and confidential tax infermation should be directed to:
Computation el Tax
15. Amount 01 line 14 taxable at 6% rate
(Include values lrom Schedule Kl
16. Amount el line 14 taxable at lS% rate
(Include value. from Schedule K)
Principal tax due (add tax Irem line 15 plus tax lrom line 16)
Total Prior payments:
(a) Amount Paid
(b) Plu. Discount
(e) Minu. Interest
19. Balance Due (line 17 minu.line lB)
Make Check Payable to: Register 01 Wills, Agent
... PLEASE RECHECK MATH...
Decadent'. Name (Lest, First, and Middle Initial!
OECEASED Strohm.. Eurl C.
Social Security Number
177-16-0444
Date of Death
April 1, 1981
CHECK
1. Original Return ~
2. Supplementol Return 0
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APPRO.
PRIATE
BLOCKS
CDRRE.
SPONDENT Name k
Mar
& Weigle Attorneys
" Telephone Ne.
717-532-7388
RaC8pilulation
1. Raal Estate (Schedule A) (1)
2. Stocks and Bond. (Schedule B) ( 2)
3. Closaly Held Stock/Partnarship Interest (Schedule C) I 3)
4. Mortgages and Note.ISchadule D) ( 4)
5. Cash & Miscellaneeu. Personal Property (Schedule E) ( 5)
RECAPIT, 6. Jointly Owned Property ISchedule F) ( 6)
ULATION 7. Translers (Schedula G) ( 7)
B. Total Gross Assets Itotal lines 1-7)
AND 9. Funaral Expense. Admini.tratlva Co.ts/Miscellaneou.
Expenses (Schedule H) ( 9)
TAX 10. Debts/Mortgages/Lien. (Schedule II (10)
11. Total Dedection. (totallinas 9 & 10)
12. Net Valua el Estata (line B minus line 111
CALCU. 13. Charitable Bequests (Schedule J)
LATION 14. Net Value subject te tax (line 12 minus line 13)
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17.
lB.
2.500.00
131. 57
Decedont's Address
R. D. 1/5
Shippensburg, Pennsylvania 17257
3. Remainder Return D
Address
Shi ensbur
City
Pa. 17257
State
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70.00
61,012 qq
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(B) 61,082.99
8,627.10
6.141.03
(11) 14,768.13
(12) 46.314.86
(13)
(14) 46.314.86
(15)
46,314.86
x.06= 2,778.89
(161
x.15=
(17) 2,718.89
(1 B)
2.631.57
(19) 147 .33
Under penellles 01 parjurv,l declare that I have examined this return, including accompanying .chedule. and statement., and to tha be.t of my knowledge
and bellel, it i. trua, correct, and complete. DeclaJlltion of preparer other than the personal repre.entative is besad on all infermation 01 which preparer has
.ny knowledge.
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SIGNATUR OF PERSONAL REPRESENTATIVEIS)
R. D. #5, Shippensburg, Pa, 17257
AODRESS
1-1t.- X'~
DATE
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
ADDRESS
DATE
IlE'M!lOlIEXoJ.IY.81J
PAGIl 1
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE "E"
CASH AND MISCelLANEOUS
PERSONAL PROPERTY
ESTATE OF
Enrl G. Strohm
(All pro pert jQlntlv-owned with the Right of Survlvonhlp mUlt bB dr.clolod on Scheduto "F")
ITEM
NUMBER
1.
10
11
12
13
14
15.
16
17
18
FILE NUMBER
12-18-238
DESCRtPTION
VALUE AT
DATE OF DEATH
6,300.00
5;500.00
3,200.00
9,000.00
9,000.00
510.30
670. 89
837.88
656.12
660.51
300.00
1,801.41
72.00
72.00
72.00
72.00
779.73
883.08
1,043.79
654.95
685.55
677. 59
269.81
100.00
8,568.89
$
1974 Internation Truck- Sale Proceeds
2
1972 Internntion truck- Sale Proceeds
3
1977 Chevrolet Station Wagon- Sale Proceeds
4
1975 Internation1 Truck- Sale Proceeds
5
1971 Internation1 Truck- Sales Proceeds
6
U. S. Treasury - Social Security payment for March
Pres ton Trucking Co.- Leas ing Payment 3/23/81
Pres ton Trucking Co.- Leasing Payment 3/23/81
Preston Trucking Co.- Leasing Paymen t 3/30/81
Preston Trucking Co.- Leasing Payment 3/30/81
Blue Shield Payment 3/30/81
Murphy & Clouse Feed Mi11- Grain hauling
Peoples National Bank of Shippensburg - Chris tmas Clubs
1/9 239 8-125
1/9 237 1-125
1/9 236 1-125
1/9 240 1-125
Pres ton Trucking Co.- Leas ing Payment 4/6/81
Pres ton Trucking Co.- Leas ing Payment 4/6/81
Pres ton Trucking Company - Leasing Payment 4/13/81
Pres ton Trucking Co.- Leasing Paymen t 4/13/81
Pres ton Trucking Co.- Leas ing Payment 4/20/81
7
8
9
19 Pres tong Trucking Co.- Leasing Payment 4/20/81
20 Preston Trucking Co.- Leasing Payment 4/20/81
21 Pennsylvania Blue Shield Payment
22 Distribution from the Estate of Iva M. Strohm
TOTAL (Also enter on line 5, Recapitulationl
llf more space II needed Insert addltlonallheets uf same Ilze)
!tlV.I!IOll EKot 1'I.al1
CONTINUED ~\
SCHEDULE "E" PAGE II
CASH AND MISCELLANEOUS
PERSONAL PROPERTY
FILE NUMBER
12-18-238
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Earl G. Strohm
(All property lolntlv-ownod with tho Right of SurvIvorship must bo dllclosod on Schodulo "F"l
ITEM
NUMBER
23
24
25
26
27
28
29
30
31
32
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DESCRIPTION
Preston Trucking Company, Inc. - Payment 5/5/81
Preston Trucking Company, Inc. - Payment 5/11/81
Preston Trucking Company, Inc. - Payment on leas agreement
Southern States Cooperative- Refund
Cumberland Valley Cooperative Assoc. - Refund
Grain Bin- Sale Proceeds
Internation1 Lawn and Garden Tractor- Sale Proceeds
Miscellaneous Too1s- Sold at public sale
Nationwide Insurance Company- Refund of premium
Nationwide Insurance Company- Refund of premium
TOTAL (Also enter on line 5, Recapitulationl
(If more spice II needed Inlltrt Iddltlonal sheets of U1mo size)
VALUE AT
DATE OF DEATH
13.42
14.90
4.52
19.82
2.40
180.00
1,100.00
6,922.43
154.00
213.00
$ 61, 012.99
"EI/.I511 EX<\- t".1I1
SCHEDULE "H"
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
'COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Earl G. Strohm
ITEM
NUMBER
1.
2
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FILE NUMBER
12-18-218
DESCRIPTION
A. Funeral Expenses:
Bricker Funeral Home- Funeral Expense
Eby Granite Works- Lettering on monument
B. Administrative Costs:
1. Personal Representative Commissions
2.
Attorney Fee. Mark & Weigle
3
Elizabeth C. Strohm- Family Exemption
C. Miscellaneous Expenses:
1. Register of Wills, Cumberland County- Letterst Testamentary,
seven short certificates
2. News-Chronicle Company- Advertising Letters
3. Cumberland Law Journal- Advertising Letters
4.
Shirley A. Marburger- Notary Fee
5.
Register of Wills, Cumberland County- Filing Inventory,
Appraisement, Stat. of Debts and Deductions
6
Register of Wills, Cumberland County- Filing Family Agreement
7.
The Peoples National Bank- Estate checks
8. The Peoples National Bank- Stop payment on check
9 The Patriot News- Advertising sale of truck
TOTAL (AI.o enter on line 9, Recapitulation)
(If more ,pace Is needad Insert addltlonal'hHU of samiJ size)
AMOUNT
3,355.60
73.00
3,054.15
2,000.00
37.00
17.00
18.00
10.00
.15.00
25.00
4.75
5.00
12.60
$ 8627.10
RECCR'L "
p;' 'r' 'I
'82 :\1")(1 "!
C'
INFORMATION
This document is the Notice required to be given under Section 709 at the Inhentance and ESlale Tax Act
of 1961 172 P.S. section 24851.
If the tax is paid within three {3l months after the decedent's death. a discount of 5% of the tax paid is allowed.
Inheritance Tax becomes delinquent nine (9) months after the decedent's death. Interest is charged at the
rate of six {6l percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOW)
EXAMPLE: If a balance of tax due of $2,000.00 is in a delinquent status from 3-3-80, and payment is made
on 5-23-80. thE' interest is calculated as indicated below:
STEP 1
Determine the rate of
interest from the table below,
STEP 2
Multiply the balance of
tax due by the rate of
interest.
STEP 3
Add the interest
to the balance of
tax due.
Interesl from 3-03-80 to 5-23-80
Results in:
Balance of tax due
Rate of interest
INTEREST
52.000.00
LQl.~2-.
5 26.70
Balance of tax due
Plus Interest to
. Date of Payment 1+)
TOTAL tax and
interest to Date
of Payment
$2.000.00
$ 26.70
2 Months ::
20 Oays
ROlle of interest ::
.010
+ .00335
.01335
S2.026.70
~ - - - - - - - - - - - - - - - - .- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
1 month .005 4 months .020 7 months .035 10 months ,050
2 months .010 5 months .025 8 months .040 11 months .055
3 months .015 6 months .030 9 months .045 12 months .060
1 day .00017 11 days .00186 21 days .00352
2 days .00034 12 days .00203 22 days .00369
3 days .00051 13 days .00220 23 days ,00386
4 days .00068 14 days .00237 24 days .00403
5 days .00085 15 days .00250 25 days .00420
6 days .00101 16 days .00267 26 da'/s .00437
7 days .00118 17 days .00284 27 days .00454
8 days .00135 18 days .00301 28 days .00471
9 days .00152 19 days .00318 29 days .00488
10 days .00169 20 days .00335 30 days .00500
---------- - - ------- -- --- -- --------- - -------- --- - -- - --- ---------------
Any party in Interest, Including the Commonwealth and the personal representative, not satisfied with the
appraisement and assessment may object within sixty (60) da~'s after receipt of this Notice as provided by
Section 1001 of the lnherllance and Estate Tax Act of 1961 t72 P.S. sec. 2485 - 1001).
MAKE CHECK OR MONEY OROER PAYABLE TO: "REGISTER OF WILLS, AGENT"
DETACH THE TOP PORTION OF THIS FORM AND SU8MIT WITH YOUR PAVMENT TO THE REGISTER OF WILLS FOR
THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTION 800K FOR ADDRESS.