Loading...
HomeMy WebLinkAbout81-00329 21-81 a;~9 No. PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate of Mary S. Neill , deceased. To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. Petitloner(ll) Is (~ the execut 0'" named In the Last Will and Testament of Mary S. Neill, dated November 16, 1977, Decedent was a citizen of the United States and a resident of East Pennsboro Township (BoccmQb), Cumberland County, Commonwealth of Pennsylvania. Decedent died on Thur sday , the 14th day of Mav A.D, 19~, In the County of Cumberland ,State of Pa. at the age of 11..- years. Decedentlb2:it (has not) been married and ba&(has not) had children born to It\m((her) since the ex. ecutlon of the above described Will. Decedent was possessed of personal property to the value of $10,000.00 and of real estate to the value of $25,000.00 as near as can be ascertained; said real estate situated as follows 401 Dauphin Street, Enola, East Pennsboro Townshi Cumberland Count penns lvania Therefore, your petitioner(ll) respectfully apply(ies) for the probate of the said Last Will and Testa. ment and for Letters Testamentary theron, Dated May 22, 1981 Name and address of Petitioner(s) CCNB Bank, N. A. 21st and Market Streets Camp Hill, Pa. 17011 COMMONWEALTH OF PENNSYLVANIA \ By J2::;"LV:;~i~"" COUNTY OF CUMBERLAND I ss James A. Smiley, Trust Administrator of CCNB Bank, N. A., Administrator named In above application, being duly sworn according to law say(s) that the statements set forth in this petition are true to the best of his knowledge and belief. s_\,/orQ..__ and subscribed before (.-:.-/11':C') (l.~,6~,;,.t.. / ames A. Smiley'" Trust of CCNB Bank, N. A. me'T}~r 22, , ~'19 8~ -._L/.Id4.4-@.~- d.:t) t" egister --,--~.._._,.-..__._--_.._._~---------'-_._-~_.--'----------------- ,5'}Q Filed: May 26. 19B1 Attorney Robert L. Myers III I ~ lC( ~ ~ . . ... OATH OF SUnSCRlIllNG WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND This 22nd day of May A.D.,19 81 , before me, Register for Ihe Probate of Wills and granting letters of Administration in and for said County of Cumberland, in Ihe Commonwealth of Pennsylvania, personally came Robert L. Mvers III and Edmund G. Myers, the subscribing witnesses 10 the foregoing instrumenl of wrilir,g purporting to be the last Will and Testament of Mary S. Neill Dated November 16, 1977, late of East pennsboro Township, Cumberland Counly Pa., deceased who being duly sworn according to law, depose and say, that. they were present, and saw and heard the lesla tr ix , Mary S. Neill, sign, seal, publish, pronounce and declare the said Testamenl and Lasl Will, and at the time of so doing she was instrument of writing as and for h er ~M; of sound and disposing mind memory and understanding, to the best of the ir knowledge, observation and belief. ~ ) 11 A^-'I . --. Sworn and subscribed before .>- - <. vv- ~ ,\" ~'. ert I:/-'lMyers Ifl'l - - _~u<<f{7lti/o.J<.u.-- und G. Mters 3lfvj .(J fd Register AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA t ss: COUNTY OF CUMBERLAND \ James A. Smiley, Trust Administrator of ceNB Bank, N. A., being duly sworn says thai as nearly as can be ascertained the said decedent. Marv S. Neill , died on Thursday, the 14th day of May A.D.,19~, at or about o'clock, _-.-M. Sworn and subscribed this 22nd day of May 19, 81_~fore if!! ~ a.~ Regi,ster ~';08 :....,;.l~_.;.', ":~_:,:'..' I. ~ '.,. ,. ( " . I I ' (I 'I'll:", , I II': .... . , I ~ \ >!!./,\In /: 1.1/1 r ,"'q' UADr: TlJr: ..,:; I. c..:v 01 oj O".:r wrd O:le tJ;.Ol.l,':t:ud l;ille J.1.mb,.; .1111) GC\.cnty-l....O ";". (J,n) 1lI lI.e IIt~~ {} BETWEEN CLOne!: L l:.'!.10;;, \.Iido\Jcr . of Lo.~t I'cnntlboro 'IC".'mhlp, Cu:-Jlulond Coun1)', J'rnns)'Jl'.:mJo"J. Grantor. P.are)' of llle Una !,nrt, Grl1ntor .,.<1 CEORCi: l;rIl.:. ll~d I:'\!:\, S. m:ILL, en joint tr.nnntG \.lith ritht 0: ~urvi~orship GTc."\ues ~ n'lTNESSETR. tJ-.ll.t in CDll.'ti.ckr.:!i.~r; 0: - 'I\lel\'c ,]"hol,J~;:':'itl (~12.000.00) -------------Dot!.:lrl. in hcr.d p:U!. the ,"emp! tthncof c- r.CTt/JV ad:nowlcdgcd, Ule :il1id Drul:!or dOr.5 hncbl' grant and ccntlQ/ to the <<c.UI Drl1rUees. lh:.ir heirs ond c.ssir.n~. ALL that ccrtllin tt.let of l:md situate ill the lo....m.hip of ~sl Pennsborc. Count)' of Cu:::berlllnd Olnd !itCH of i'cnns)'lvlInio:l. ClIte p.:lrt1eul.:lrlY bounded and de10crJbed n~ (0110....10: DtCIl;:nIIC at 0 poil,: :.t the: 1ntel"1;cctioo of the ncrtherl)' line of D.:Iuphlr. ScreC!t \.'ith the \.'e~tC!tl>, 11u{: of CivIcr IIvcuue; thence ulo:lf, Civlt'r ^ven~l! 11.1 a nDrtherl)' "aectJo:'! one Ill.l:j':r",j thirt).-thrce IInd r.ev..:nty-~h; hunllf..:dtlul (133.'6) icet to .:!o Lcn (10) toot ..lh'r: tllel1.Ct' .:!olcmr: tHLid .:Ilh'~' III .:1. \Oe9tC!rl)' dUC!cUon ninet)'-ntlle nnd four-tenth~ (~9.':') lO .. point; thenec in 0 Gouchlld)' direction p.:ltnllel \.Iit)1 Civler ^vcnuc (..ill' hunllrcd t\.lent)'-t....o ..nll elfhty-t....o one-hllndredth$ Cl22.D~) feet to .:l point on th lmnilerly hue or 1J,:n;i;]lin !;trcec; thente n!onr. D.:::.:phln Street in .:Ill COI:itc:: ';lTL'c.llcn one l'undJed (lLO) Jeet to the pl..te of !:cc1nni.nr;. . llEll;C Lot:; Ilor;. 17 .,,~ n, Illock t. on J'J..n 01 Lot:l of EuoID 1err~ec:. recoulcd 10 the Cu:::i:ocrl.:lIl11 ( .;:ty P1o:ln Dool-; 1, l'.:I&e 3, :IS resubdl\rlded in .aCCOlWCC! ....ith Gun,,)' b)' D. P. 1t:lIJcW:l'C1I'Cr, keC1$tcred SurVl")'ol, d.:ated June 16. 1950. . cop)' of ..:htch is DUilItlll"u lll'ldo :o.>Jd 11l;~f(~in iuCOtpOrOltcd Ly rc(clencc. btmC the ~Il:;e PH':-.: "";,lch Leeoyn!:! Tru:t (.t:::;:.:J,ny, 011 l'cnns)'lv.:lnio B:c-.;:~n& (.orpOl:ltJon, b)' ttl.,dcedCi .! .lune 2U. 1951, and OctoLc: 19. 1956t Dad lccorl!c~ :In lJ::ed lIook ]i.-T, 1'0r.e"1I:;. >IJ;,cd l:Iook. 19-11. h&",' 5~J. rcspcctlvelY;-Cu:bei"l"~a County J:ecord~.. CDnvc)'cd t~, '):(' t. 1I01to" mld 'J"hcl:-,,;a R. 1I0It.on. hill \.I1h:. 1l:e "oltllhcl~ Il. 1I01tcn tllrll, .~r.;,uaty 17. 1970, ",lIeu'croll title bcc,=e vcated ttole))' tlnd Ilbr;olutC"l)' :III ,,(.,.:,., .~. LU1tull. her husb.:J,I;,), the t.r.:lntor 1n the within dt'l'd. 1......_'. .1 .,~~'.:.:,L,~7~~:~;:.~. G...;...:.. Cc., f'll. l"l.l...'''.'.'....,...I., . ,'.<,.,. ,/JJ.I..'- lo".:':;...J.,.'.:.. 10_. ". ,r,,' L j i' .Ii,,,,.! ~,c;....r.....~,,,,,,,, II... ( ....::..~r;-~:;--: , , .. j '( ,t,,', ,"0:1.. .........'......r~..' ..: ~ I ::;::~ ~J -,.,-, -........ E"!~~l ,....." 0:. " ''.l,~:(',~~'i ...;...,c " :::'/ :2.lj'~! GO.l .. _.-- ~ _." REV.452 EX+ (3.S01 COMMONWEALTI. OF P'ENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT ESTATE OF NARY S. NEILL SCHEDULE "e" TRANSFERS . INSTRUCTIONS: I. Answer the questions on reverse side. 2, If Ihe answer 10 any of the questions on the reverse side is "Yes," provide a description of the property transferred per Schedules "A," "B," or "E," its estimated market value at date of death, dates of transfer, to whom transferred and relationship of transferees to decedent Attach a copy of any trust deed or instrument relating to the transferred property. ITEM NO. DESCRIPTION ESTIMATED DEPT. VALUATION MARKET VALUE (OFFICIAL USE ONL YI NONE -0- TOTAL THIS PAGE -0- "'....~~ -'If /V1t;. QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, withinlwo yems 01 death, make any transler of ilny Inillerial pmt of his eSliJle withoul receiving valUillJle ilnd adequille considerillion7 (Answer "Yes" 01 "No".) .JllL- 2, Did decedent, within 11'10 yeilrs of death, Imnsfer properly from himself! hersellto himself/herself and ill10lller party or parties (Including a sponsel in joint ownr.rship7 (Answer "Yes" or "No",) .._~_ 3, If the ilnswcrto one 01 two ii/JOve is "Yes" ilndlhe transfr:IS are cl:limedto be non tilxilhl e, prnvlcle Ihe following Information: ii, Age of decedent illtimeo! Ililnsfer. b, Copy of deilth certificille. c, Affidilvit by the illlendlng physician indicilting Ille slille 01 decedent's Iwnllh <lltime of tmnsfer. d. All other Informiltion snpporting nonlilxilbility of tlilnsfer. 4. Did decedent, In his/her lifetime, Inilke any trilnsfer of properly wilhoul receiving n valuable or ndequa(e consideralion therefor which was 10 take effeclln possession or cnjoYlllenl al or ilftel his/her deilth7 (An sIVer "Yes" or "No".) Nn a. WilS there any possibility Ihatthe properly Iranslerred IIIlght relurn to lrilns/erar or hiS/her estate or he suhject to hiS/her power of disposition? (Answer "Yes" or "No",) No b. Whal was the Iransferee's age illtillle of decedent's deillh7 5. Did decedent in his/her lifetime make any transfer without receiving iI villuable ilnd mlequale consideration therefor under which transferor expressly or impliedly reserves for his/her life or :II1Y period which docs in fact end before his/her death: ii, The possession or enjoyment of or the righllo income lrom the property trilnsferred? (Answer "Yes" or "No".) .NlL- b. The right to designale the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) No 6. If the answer to five b. above is "Yes," state whelher the right was resorved in decedenl alone or others. 7. Did decedent in hiS/her lifetime make a transfer. the consideriltion for which was traosferee's promise to pay income to or for Ihe benefit or cilre of transferor? (Answer "Yes" or "No".) No 8. Did decedent, at ilny time, traosfer property, Ihe beneficial eojoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No",) No 9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the inlerest of the beneficiary reserved in the decedeot alone or Ihe decedent and others? (Answer "Yes" or "No".) REV.45J EX~ (;:1100) ., COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INIiERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES .~, -~ Estate of (lnstructiolJs on Reverso Side) NARY S. NEILL BENEFICIARIES AND ADDRESSES SURVIVED DECEDENT RELATIONSHIP DATE OF BIRTH INTEREST OF BENEFICIARY EllPttsville r.em~~ Association Ellettsville, Indiana 47429 No es Specific Bequest _ 1,000.00 ! I The Cam Hill Presbyterian Churc None Yes Specific Bequest _ Memorial Fund No. 1 $ 500.00 23rd. & Walnut Streets I , Cam Hill, Pa. 17011 .J I I Niss E. S. Hardie Cousin Yes Le al Residual 26 Geoffrev Avenue Neville's Cross Durham DHI 4 PF En land Miss A. Hardie Cousin Yes Le al Residual 77 'Rpnfnrn Ln;m -----...- ----- Edinburgh EH 13 DAY ---~ "--..------ Sco tland Niss Mar aret Hardie Cousin No Residual Scotland h tI7J . d-() The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH Miss Margaret Hardie April 9, 1980 REV.4!S4 EX+ (3.s01 . COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT Ilnstruetions on Reverse Side) '* SCHEDULE "E" JOINTL Y OWNED PROPERTY I Estate of NARY S. NEILL ITEM TOTAL p\ VALUE OF DEPARTMENT DESCRIPTION MARKET DECEDENT'S VALUATION NO. VALUE INTEREST IOfficiel Use Only} I NONE -0- -O- J I I I I I , I I ! I I I i i I i I I I I I i I ! I .1 i i I I I i I , I I I , , ,! ! i , I TOTAL THIS PAGE -0- """'-17->-"-'0 'A /f,!'" 'J ::U" :.~'1~ '}(:J ',1:0 ~..;CJ :'"1n'1 ",:1 ,6 . 'I " .~ "i'l :""l " p:: p:: -< -< ~ ~ ~ >- >- >- ..l Z 0 ~ III ;, ..l -< - Z U - 0 ~ - ~ ~ 0 ~ ci ~ p:: ~ E-< 0 Vl 0 Z ci III Vl >- E-< ci - ~ Z E-< ~ E-< ~ Z Z ..l ci - ci ~ p:: z ::<: ~ ~ ..l Z ::E z CI ;, U " Z - CI If) CI 0 0 ;i; :J 3: -< ~ -< U CI 'ISaJalU! \,luapaOap a41jO anle^ la>iJew a41 aleO!pul 'v 'ISaJalU! s,luapaoap a41jO a6elUaOJad a41 aleo!pul '8 'AIJadoJd paUMO AIIU!O! a41jo anle^ la>iJew IBlol a41 aleO!plll 'Z; 'pa4s!lqelsa seM d!4s,aUMo ItJ!O! a41 alep a41 pue (S) JaUMO-OO a41jO Iuapaoap a41 01 d!4SUO!lelaJ pue SsaJppe 'aweu a41 apnloul '"8,, alnpa40s JOj SUO!IOnJISu! a41 U! paleO!pu! se AlJadoJd leUOsJad lie aq!Josaa '"\;1,, alnpa40s JOj suo!lonJISu! a41 U! paleO!pU! se AI,ado,d leaJ lie aq!Josaa . ~ 'ISJ!j alelsa leaJ IS!l 'papnlou! aq 01 aJe A1JadoJd alq!6uBIU! pue alq!6uel 4108 'd!4SJO^!^Jns jO 146!J 41!M slueuallu!of se Sa!IJed JO A1Jed Ja410ue 41!M AIIU!O! luapaoap a41 Aq pallMo 'leUOsJad pue leaJ 'AlJadoJd lie apnlou! Isnw "3,, alnpa40s ,,3,, 31n03HOS DNIl31dVmO l:lO:l SNOllOnl:llSNI REV_484 EXi tHol INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-81-0329 o Original o Supplemenlal o Remoinder Fllo Number Estate Nome Mary S. Neill Dote 01 Death May 1". 1981 Social Security Number 316-16-8553 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly oppoinled Inheritance Tox Appraiser In ond lar the County 01 Cumberland Pennsylvonia, do respectfully report that I hove appraised the real ond personol property as reported in the loregolng return at the values set forth opposite each item In the last column to. ~e ~Jht in S~ule5 llA", liB", "C', and HE" Dated: November 6, 1981 , ~1,,;;)~vt., INH RITANCE TAX APP M5ER VALUE AS APPRAISED COaE ADJUSTMENTS REMAINaER APPRAISEMENT CODE INVENTORY (HARRISBURG USE ONLY) Real Property (Schedule A) S 20 40 00 00+ 92+ Per.onol Property (Schedule 8) 12 44 66 10+ Jolnt.Hold Proporly (Schodulo E) non 20+ Tron.fer. (Schedule C) non 30+ TOTAL GROSS ASSETS 31.. 8 Leu D,bt. and Deduction. 40- 93- (SCHEDULE F) CLEAR VALUE OF ESTATE OLlIe Estate RATE FACTOR PRINCIPLE VALUE CODE o Annuity FOR USE OF REGISTER ONl v Tax on $ fQll COMPUTATION OF TAX $ $ $ $ $ 6% Tax on $ 15% Tal( on $ Tax on $ TalC on $ Exemptions T atol Estate TOTAL TAX INTEREST FROM BALANCE $ $ s TO_ Leu Credits OATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST -- $ + $ $ . + = BALANCE S _ TO TAX CREDIT s , " , '" P- Q) or< Q) ,J: '" "' '" ~ '" 0 .:: ~ ~ ~ ~ .... In 0 ~ ,J: '" '" ~ o 0 ~ IJl IJl ~ g ....0 or< :>< :>< Q) I=> ~ "'''' IJl :z; < g .:: '" '"', ~ 'Cll~ In rJl . "' ~ ;:l '" Q) . P< '" "J ;.: <1l '" Q) ..:: '" ~ ~"'1 o <1l - )!! 0 &.1r>>U In U :z; ""' ~ In - 0 ~ N '" "" "" - 0 ~ ~ r.a "" 0 \>.. Ii; 0 rJl 0 :z; 0 IJl rJl :>< C- O - ~ c- r.a z z :z; ~ ::1 0 - 0 Z IJl IJl ;:?2 0 ;:l U ~ Z ~ Z c- ~ 8 0 z - rJl :i s: IJl 0 p. , Inventory of the real and personal estate 0/ ~l^IlY ~ NFT1 T deceased REAL PROPERTY Property Situated in East Recorded in Deed Book: Volume: Page: Pennsboro Township, Cumberland County, Pa. P Known as: 24 401 West Dauphin Street 604 Enola. l'a. 17025 $20.400 00 PERSONAL PROPERTY Automobile: 1964 Ford Galaxy (Proceeds of Sale) Household Contents (Proceeds of Sale) 80 00 1,411 00 CASH ON HAND Found in Decedent's Home 213 55 CASH IN BANKS CCNB Bank, N.A.: Checking Account #645-416-9 State Capital Savings & Loan Association: Certificates of Deposit: #8524 7.5%. due 7/5/81 Accrued Interest to Date of Death #6846 7.5%, due 10/17/82 Accrued Interest to Date of Death Optional Savings Passbook 5.5%, #002-0004247 Accrued Interest to Date of Death 1.774 31 4.000 00 112 37 2,000 00 56 19 481 39 9 84 435 13 1,364 27 238 00 3 58 187 69 63 00 10 71 5 63 $32,846 66 U. S. Savings Bonds - Series E (Date of Death Value) Prudential Life Insurance Co. - Life Insurance Proceeds CASH RECEIPTS Pa. Blue Shield - Medicare Benefits Bell of PA. - Refund Commonwealth of PA.: Rebate for 1980 Property Tax Fuel Subsidy Allowance Charles Adler & Son, Inc.: Reimbursements Received at Settlement: Real Estate Tax Sewer Service TOTAL COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l J ss: --L.....J amus-A,_Smilay.,.:J:rusLAdminiat rata r , .CCNB.Jlank-,..N..A. b.ing duly sworn ____ according 10 law, dopos.s and says that h. ..J.s..l\ll.ccu,tQr ___----. of the Estate of Mnry ~ No; 1 1 late of _Ei:l.:',t".I:.e.nll,sboro .Townsh~p___ . ......,_--, Cumberland County, Pa., deceased and that the within is an invontory made by CCNB Bank, N.^. " the said Executor of the ontire estate of said decedenl, consisting of .11 the personal prop.rly and real eslote, except real eslote outside Ihe Commonwealth of Pennsylvania, and that Ihe ligures opposile cach ilem of the Invontory represent it's fair value as of the date of decedent's dealh. CCNB Bank, N.^.. Executor of the Estate of Mary S. Neill ,w2S 19 ofl BY:~O . --- Executor X~&H.M" Trust OL-.~'l"'- and subscribed before me, 2101 Harket Street NOTARY <,VoLle r.1yCum;ni:.,iun :Ul;'l~ '\LI~, 27 19'~ ClIIlluellJr\d L.1;'ll:it, l'di'IJy:'/<llllJ. Camp Hill. Pa. 17011 Addr.n Day Hay Month 1981 Date of Doath 14 Yoar INSTRUCTIONS ,., .- I. An invontory must be filed within three months after appointment of personal representativeg!:;l ~J: 2. A supplement inventory must be filed within Ihirty days of discovery of additional assets. ~-'~, :-1:: ~ , : 3. Additional sheets may be attached as to personalty or realty ;;:';' 4. See Article IV, Fiduciaries Act of 1949." >:-~ ::~'; o:i :tJ~ - "'n = ~o :./) ~IJ c-:: _~~:J . 7\ ~'"1 I ~O ,J' :,") 1 "1 :s .. , " , ,I'.' >- .,; ~ :;; w ~ ~ ~ ~ w ~ 0- U ~ \ 0 ~ 0 W III C '" ~ ..: w ~ ~ ~ I- J: 0- 0- C l- ..J LL ~ ~ Z <( 0 0- 0 I LL ..J :I: W <( w > 0 ..: ,;. <( ---- Z . Z 0 c C ~ III Z 0 0 ..: U Z w <( ... 0- "tl c - ~ 0:: 0 ~ -" "tl '" ~ E . ..! 0 ~ ~ 0 ..J U u: Cll RCC' 3 ('-691 APPLICATION FOF. CHARITABLE EXEMPTION FROM PENNSYlVANI" TRANSFER INHERITANCE TAX (Act of May 28, 1956, P,L. 1757, and Act of June 15, 1961, P .L. 373, as umendedl i+' ~Ji~ COMMONWEAL TN OF PENNSYLVA'l'A OEPARTMENT OF REVENUE BUREAU OF COUNTV COLLECTIONS Application is hereby filed lor the approval of on exemption from Pennsylvania Tran!)fer Inheritance Tax on the tronsfer of the property described below: 1. Bureau File 11.,.._.."</.:::1/-,3.;2.". 2. Date 01 Death _ .0 !'lay 14, 1981 . 3. Date 01 Approval _tPeii.-k-.JI.~.J.fjl 4. Name of Decedent Mary S. Neill " S. The Commonwealth1s appraised value of the property for which an exemption is claimed is $ 2,000$ (Note: Where tho property ;$ other than 0 specified amount of cash, the exemption cannot be approved until the volue of the property has been estClblhhed by appraisal by the Commonwealth, except in those clJses where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue. In those cases enter such fractional or percentage amount above). 6. Check the manner in which the transfer was effected and submit a copy of the document authoriz.ing the transfer, unless such material has been previously filed. WILL tl; DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTHER 0; (II other, explain) 7. Correct Business Name and Address of Charitable Organization receiving property: NAME E11ettsvil1e Cemetery Association $l,UuO,OG ADDRESS Ellettsville. Indiana 47429 8. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct. CCNB Bank, N.A., Executor of the Estate Of.~!: ~.Nei11 BY:ra.~ Signature 01 Applicant Add,ess 01 Applicant 2101 Market St~eet, Camp Hill, Pa. 17011 Ollicial Title Trust Adm..tnistrator Date September 25, 1981 This form must be completed in triplicate and 0\1 three copies delivered 10 the Register of Wills for the County In which the docedent resided, or In which lotters were issued for a non_resident decedent's estafe. If the decedent was 0 non_resident of Pennsylvania and letters were not Issued by a Pennsylvania Register of Wills, delivor all three copies to the Diroc:tor, Bureau of County Collections, Peona. Deportment of Revenue, 26 S. 4th Stroet, Harrisburg, Po. 00 not write below this line. For Official Use Only For the Secretary of Revenue Referred to Bureau Headquarters Approved 0 For Secretary of Revenue ;J Denied* 0 ]' (Sig ture of R giste, 01 Wills) ( ;t(./}?[)'-{;t.ld.-"v"c.. o (County) Yelit~.) I{ /tJ..f/ (Dale 01 Approval) (lnitiols of Register of Wills) (Authorized Signature) (County) (Till.) (Date 01 Relerral) (Dote of Action) * See reverse side for reasons MUST BE FILEO IN TRIPLICA TE Thl. .ection will be completed by' Buree.'!..!!!!!!'!!!.'!!te.. onlLw.~e.!'_.t~~.!!pplirotlonJor oX"!'!P..tion has been denied. Date: The application for exomption containod on tho face of this form has boon deniod bocauSlt Nolo: Any party in interest, including the Commonwealth, aggrieved by this oction may within sixty (60) doy. after the dote of this notice exercise their rights of Protost, Hotice, or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. Camp Hill United Presbyterian Church Memorial Fund No. 1 Camp Hill, PA 17011 $500.00 First Methodist Church 807 W. Temperance, Box Ellettsville, Indiana $500.00 548 47429 ;, '. , I : a ::-"ij Ll.. 1-.. .-, ,..,t' ll' ~.::.~: , I ji::~ c.~'", I.;J'.l ~- c.... a C>::::' O::V~ :~'E c- u'" ~...- "'w - IJJ~ 0::0: \0 -,u OJ . I~EV.45~ ~)(-t 13.HOl COMMONWEALTH OF PENNSVLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEDENT SCHEDULE "F" .'(1" I STATEMENT OF DEBTS AND DEDUCTIONS , i\ (( r I , ,:) Estate of HARY S. NEILL Date of Death....'i::1~-81 WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING: File No, -11::81-329 I Claimant NONE Relationship to Decedent _ Claimant's Address ITEM NO. DATE NAME OF PA VEE REMARKS AMOUNT 1. 6/1 81 Robert L. Hers III Es uire Fee for Preparin Power of Atto n pimhllr!=;pmpnr Fnr 1 (.:It-r I) ., 3. P.P.&L. 4. Lero A. Luther 5. Re is ter of tHlls 6. Waltz & Graf P.C. FHN A U.G.I r Jack G;lII~hpn T Rp,qlrnr M r - ElectrIc Servi. Lawn MaIntena Fee for Short Certific e, Professional Serv~ ?c;') nf'l IQ.QQ J:.ui('(.:I t1:lor U.G I. Cor orati.on G S v e Bverlv Insuranpp ^~ency I Sub' TOTAL THIS PAGE , I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes. CCNB Bankl N.. Executor1of the s t t~ 1. ry ~. Net 1 . I I . ' strator q 25 81 IGNATURE OF rORNEV/FIDUCIARV DATE OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S / t 1'1/). 1/J / AT 15- PERCENT. //- / t, - 1/ DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT COUNTY FILE NO: ,/ /.. ;. /1 -.,/. .' TO: "')'<>.',;,(",,(.l~_' "/ ") '" ,//-,' . (I .L '/1 '-, /"Il..', .'.. ~-/~_# f ,/' -!~;',! / : :.-I..cL, ,,,C.- ,", ;", ~ /' .1,'(/ :<'1.)1) 'ij'/I/ , , , ,/,. / /)/ I Appraised Value of Estate: Real Estate $ "f .11/;.:' -.f, +I';,c )/{,l/(, , Personal Property Jointly Held PropertylTransfers + Total Gross Estate .' " ,', // / &.--1' f ';Ii. l>V Total Approved Deductions " , , /,' / 'I.'J / () Clear Value of Estate I' s >";; //l_{.'. (__ I Less: Approved Charitable Exemptions ':.""1 el) Clear Value of Estate Subject to Tax $" //'(i Jr, Amount Taxable @ 6% Rate $ Amount Taxable @ 15% Rate ,~'(l /('/;. '/(/" *' DATE 1;/',/_:. / ./" .' /,' ./1. -'. f ,f /(,~ / / ;:~? ESTATE , ,-' /.- ////..-/, I </. //l~'~,.,e.(~ " ,I ~/ ,1/_: ;:~) /1 . I. . /. '" L FILE NO, COUNTY I .l I < "/'('/1/ /../......1. //.-'1'."'; '--- DATE OF DEATH " . /'/ i / / /,/(.( 'j //! /:l.?/ tax due G TOTAL PENNSVlVANIA INHERITANCE TAX DUE tax due :://' /1-: /--1 $ )dh-://! / .. ... * .... * .... A five percent discount totaling $ will be granted if the Inheritance Tax is paid by less Credits: DATE OF PAVMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT ;.<.i/I, .. /'1 ,0 /:/ $ + $ $ = $ , " , . + = + = -- 'j ',; 'I . //" ,_/ <I. , Interest accrues 8t the rate of six (6) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid bV is $ .,", "/- :} / '.' ..tj'i j fA ,iL- BALANCE OF PENNSVlVANIA INHERITANCE TAX DUE "t.' , ,-1...ftN.lj I I Assessed by: ,// /1 /, I (:, See Information on Aeverso Side Agenlfort,nllCOmj' 'n~h \. f" '.' - '1- /, '..... ,_! / I." I " 0 ~L tIl,>, H ":tIltll - r:>: filZH ~ 0 HZ:> @ E-4 P<filH H ::> P<O fiI 0 U Z Z ~ fil o -E-I tIl X ~>'~ Z fil E-IP tIl Z oego OfilP< U U :>ifilP<H . 0 P::tIl :I: ..: r., U. ~":E-ItIl 0 tIl filtIl~ O~O> U..: z tl~ ~ r.,filfilO 00 E-I - Pli!P<1 r., :.: o P::.-l fiI 0 ~ UfilOco ~ ~ ~ -~ fiI ~ E-I ~ P":N ,tIl ~ E-IUH fiI H z fH~~~ u u. 0 ~ :f, :.:: (j c:: fiI -E H ~ ~ , P c - 0 H (j fiI E-4 ., :I: ::> ,,:.. !: U ::Q C . :~) tIl H " c,; p:: " 0 8 E r'') fiI tIl I'.' tIl H c 0 0 " 2 P< .. @ r., ;2 ::l. 0 '<;: C P< .~ .. ~ ", 'E ~ ci (j ,., tJ " ,.. <: .L; :,) .D '" ,i ~ (j :E " .<:: d 0 ~,] c --' ,', "' '-:J ." " cO (j~ ,,'" 0:: ~ _~';n fTl~ i~~: ." =10 :.;:,::i~ :.?: i:):::o ~-) .,:; -to l:Yl 'j;? ";J W " !? ;} o , Iii ~ '. .~. ~ ~~. ~~ ~j~ r c~... ~ 'X.-l }j ';' ~~ >ii.~ ",' :' /'-.J' .J?;j :II' ~.-l :~;:: $'~'. i! i I~' t :-~ ,', a::: ~ ll:I ~: .;~ Cf) m ~ :t~ oc:tl ....i ," U) :;l (: "';'7. Co "" 9 'u .- --' ~ ~ G (-. 3 -"~ ..... n '. ,......."".'J .-.;;'-.. M^ llY..5.-...J-1E1JJ. ..__..._------~---_._---- - ---.------------.---.-- REAL PROPERTY Property Situated in East Recorded in Deed Book: Volume: Page: deceased Pennsboro Township, Cumberland County, Pa. P Known as: 24 401 We~t Dauphin Street 604 Enola, Pa. 17025 PERSONAL PROPERTY Automobile: 1964 Ford Galaxy (Proceeds of Sale) Household Contents (Proceeds of Sale) CASH ON HAND Found in Decedent' s Home CASH 'IN BANKS " CCNB Bank, N.A.: . Checking Account #645-416-9 State Capital Savings & Loan Association: Certificates of Deposit: #8524 7.5%. due 7/5/81 Accrued Interest to Date of Death #6846 7.5%, due 10/17/82 Accrued Interest to Date of Death Optional Savings Passbook 5.5%, #002-0004247 Accrued Interest to Date of Death u. S. Savings Bbnds - Series E (Date of Death Value) Prudential Life Insurance Co. - Life Insurance Proceeds CASH RECEIPTS Pa. Blue Shield - Medicare Benefits Bell of PA. - Refund Commonwealth of PA.: Rebate for 1980 Property Tax Fuel Subsidy Allowance Charles Adler & Son. Inc.: Reimbursements Received at Settlement: Real Estate Tax Sewer Service TOTAL L1[:[R l()O""- ('AA .'I.ul.~ U':il~. : ...... .- -- -- $20,40rj 00 8fJ 00 1,411 00 213 55 1,774 31 4,000 112 2,000 56 481 9 435 13 1.364 27 238 3 '187 69 63 00 10 5 $32,846 r , ,/ , COMMONWEALTH OF PENNSYLVANIA "ctl~iy OF CUMBERLAND 51: 1 1 ~mes..::A. Sm'i' 1 P'j ,-Ir.ust ^~mi n i <,!:L1Lm:.,..r.CNll-Ban I:., _K...A. being duly sworn according 10 law, depo.e. and 'ays Ihot ho ,.is...Execlltor of Ihe Estale of --1~nr~' S I<eJ ] 1 ~- --- .- --- lato of --.!~}_~~~b~_!~:>,'2~~_ , Cumberland County, Pa., deceased and thai tho within i. an invenlory made by CCNB Bank, N.A. " Ihe .aid Executor of Ih. enlire eslate of said decedent, con,isting of all the personal prop.rfy and real e.tate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Invenlory represenl it's fair volue '.. of the dalo 01 deceden!'s death. CCNB Bank, N.A., Executor of the ' Estate of Mary S. Neill \.SL~'~-"",,,~ and subscribed belore me, /) 17 . /l ' By: i J~w;~:.."!. 0 ~.(~~~-:J I . (J E . [or . ," - t' , '.. 'I "eulo" >(",l!.lQ{Ol:!rn& 1', ,"\""-'"L.._ ~"'- ,...<'0- 19~_ V ':j" ~'.. " -.", (j' -;:XIV / ' , /;. -.-' ~- -.. . , \. I~--<..,_" "-- .t........ / " .,'1.,~ ..2.....'--.... j , Trust 2101 Market StreetO'. ;::. ': :...~.. ,~-;~"", . '. f ;:.~ .'., , ,I r::i":.:',!:;' r:,':,i:.!.. Camp Hill, Pa. 17011 :.h'l;'I:r;,~I'.:.. ::')".: .tl~. (, !~ f,:...\ ,l;',i ;"';;',:r ;'~:., :.... ,'<:..ji: Addr." Dote .of Death 14 1981 ' May MDnth D.y Yur INSTRUCTIONS I. An inventory must be filed within three monlhs afler appoinlmenl of personal rppresentativo. 2. A supplement invenlory must be filed within thirty days of discovery of addilionala"els. 3. Additional sheels may b. aHached as to personalty or really 4. See Arlicle IV, Fiduciaries Act of 1949. -, >- "'tl .. I- w ~ >- '" I- .. w ~ .. ~ C1. u 0 III .. .. 0 w w Cl '" ;>. '" .. " I- :r Q. LL Q. r: Z I- ..J .. ~ ..J < 0 Q. 0 u. :l: W 0 < w > '" ,;. < Z c ! z 0 c " I III Z 0 0 '" u I z I w < ... C1. "'tl r: .. i - 0: 0 .. I I .D .>< I I .. E "'tl - ..!! 0 .1.." 1.- " 0 I .. '" . ~ .. U u: -' '" 6-11-81 6-11-81 6'11-81 6-22-81 7-7-81 7-24-81 7-30-81 8-4-81 8-13-81 8- 28,81 9-2-81 9-8-81 9-25-81 PRINCIPAL CONVERSIONS INTO CASH $2,000 State Capital Savings & of Depoait 7,5%, Due 10/17/82 Proceeds Inventoried at Loan Association Certificate $2,000.00 2,000.00 $4,000 State Capital of Deposit 7.5%, Due Proceeds Inventoried at Savings & Loan Association Certificate 7/5/81 $4,000.00 4,000.00 $481.39 State Capital Savings & Loan Association Passbook Account Proceeds Inventoried at $ 481. 39 481. 39 U. S. Savings Bonds, Series E Proceeds Inventoried at $ 435.13 435.13 16 Units Trust for Short-Term U. S. Government Securities Proceeds $ 16.00 Inventoried at 16.00 59 Units Trust for Short-Term U. S. Government Securities Proceeds $ 59.00 Inventoried at 59.00 13 Units Trust for Short-Term U. S. Government Securities Proceeds $ 13.00 Inventoried at 13.00 375 Units Trust for Short'Term U. S. Government Securities Proceeds $ 375.00 Inventoried at 375.00 60 Units Trust for Short-Term U. S. Government Securities Proceeds $ 60.00 Inventoried at 60.00 391 Units Trust for Short-Term U. Proceeds Inventoried at S. Government Securities $ 391.00 391.00 5 Units Trust for Short-Term U. S. Proceeds Inventoried at Government Securities $ 5.00 5.00 19 Units Trust for Short-Term U. S. Proceeds Inventoried at Government Securities $ 19.00 19.00 3,026 Units Trust for Short-Term U. Proceeds Inventoried at S. Government Securities $3,026.00 3,026.00 ut~R 4 100 p,I.";: IIo\UI.. Gil) Gain Loss YRINCIPAL CONVERSIONS INTO CASH Gain 'Loss 9-28-81 3 Units Trust for Short-Term U. S. Government Securities Proceeds $ 3.00 Inventoried at 3.00 9-30-81 6 Units Trust for Short-Term U. S. Government Securities Proceeds $ 6.00 Inventoried at 6.00 10-5-81 5 Units Trust for Short-Term U. S. Government Securities Proceeds $ 5.00 Inventoried at 5.00 10-21-81 9 Units Trust for Short-Term U. S. Government Securities Proceeds $ 9.00 Inventoried at 9.00 10'22-81 4 Units Trust for Short-Term U. S. Government Securities Proceeds $ 4.00 Inventoried at 4.00 ,0, -0- Net Gain Transferred to Summary ,0- 5 LI~[R 100 pm 8,16 6-1-81 6-3-81 6-4-81 6-8-81 6-11-81 6-12-81 6-22,81 6-29-81 7-7-81 7-8-81 7-9-81 7-10-81 7'15-81 7-24,81 7-30-81 8-4-81 8-10-81 8-13-81 8-28-81 8-31-81 9-8-81 9-14-81 9-18-81 9-25-81 9-23-81 9-30-81 10-7-81 10-21-81 10-22-81 PRINCIPAL DISIIURSIlHENTS -~-' . Robert L. Hyers, Ill, Esquire - Attorney's Fee for preparation of Documents & Letters Testamentary Tristan Associates - Professional Services Rendered PP&L - Electric Service Leroy A. Luther - Lawn Haintenance Register of l;ills - Fee for Short Certificates Waltz & Graf, P.C. - Professional Services Rendered FHN Associates, Inc. - Professional Services Rendered U.G.I. Corporation' Gas Service Riverton Consolidated Water Co. - Water Service Jack Gaughen, Realtor - Appraisal Fee Hyers-Hall Funeral Home, Inc. - Funeral Expense Byerly Insurance Agents & Brokers - Fire Insurance Premium Leroy A. Luther' Lawn Haintenance Byerly Insurance Agents & Brokers - Liability Insurance Premium PP&L - Electric Service East Pennsboro Township - Trash & Sewer Service Holy Spirit Hospital - Professional Services Rendered Leroy A. Luther - Lawn Haintenance U.G.I. Corporation - Gas Service Byerly Insurance Agents & Brokers - Insurance Premium Clarence Enoch - Handyman Services PP&L - Electric Service Patterson, Litton, Lonergan & Yucha ' Professional Services Rendered U.G.I. Corporation - Gas Service Community Physicians, Inc. A. Z. Ritzman Associates, Inc. - Professional Services Rendered PP&L - Electric Service U.G.I. Corporation - Gas Service Leroy A. Luther - Lawn Haintenance Riverton Consolidated Water Co. - Water Service Claude C. Wolfe & Associates - Auctioneer's Commission Charles Adler & Son, Inc. - Reimbursement for Pro-Rata Share of School Real Estate Tax Charles Adler & Son, Inc. - Reimbursement for Pro Rata Share of Trash Service Recorder of Deeds - Real Estate Transfer Tax Register of Wills - Fee for Filing Inventory, Debts & Deductions, & RCC Register of Wills, Agent' Pa. Inheritance Tax Aetna Casualty Co. - Auto Insurance Premium PP&L - Electric Service PP&L - Electric Service, Final Bill U.G.I. Corporation - Gas Service, Final Bill Register of Wills - Fee for Short Certificates Robert L. Myers, III, Esquire - Reimbursement for Legal Advertising RESERVED for the following: Register of Wills - Fee for Filing Account Robert L. Myers, III - Attorney's Compensation CCNB Bank, N.A. - Executor's Compensation Reserve for Taxes and Tax Preparation Fees TOTAL PRINCIPAL DISBURSEMENTS 6 Ll~:R 100 P~~E G.f7 $ U5.00 73.00 12.70 10.00 3.00 1,000.00 252.00 18.00 9.40 200.00 2,965.00 104.00 10.00 50.00 14.01 48.00 60.00 10.00 16.63 2.00 200.00 12.40 375.00 10.54 60.00 391. 00 4.39 19.35 30.00 9.47 897.40 37.90 7.83 204.00 17.00 3,015.14 2.00 5.62 1.52 9.55 4.00 43.98 100.00 1,642.33 1,642.33 100.00 $13,835.49 6-11-81 6-11-81 6-11-81 6-22-81 7-7-81 8-5-81 9-8-81 10-6-81 '. 1NCOME RECE1PTS $2,000 State Capital SavinRS & Loan C/D7.5%, Due 10/17/82 Interest $4,000 State Capital Savings & Loan C/Il 7.5%1. Ilue 7/5/81 Interest $481. 39 State Capital Savings & Loan Assoc. Passbook Savings Account Interest U. S. Savings Bonds, Series E Interest Trust for Short-Term U. S. Government Securities Interest Interest Interest Interest $ 35. 73 98.64 113.36 184.99 TOTAL INCOME RECEIPTS 8 LI~~R 100 P~~[ 6,19 $ 11. 59 23.20 2.03 2.51 432.72 $472.05 1!7. C .--...... Ul><H ":UlUl filZH HZ:> lllfilH III 0 Z o -E-< ::<:><1>: ::<:E-<D OZO UDU o iii U' o Ul O~'" ~~til~ DHllll O~~.-l UfilOoo fil ~ -~ tIiD":N IE-< UH IiI~O [! - ~ H fil Z @ o Pl Ul Z UlO~p; ><fillllH ~Ul :I: ":E-<Ul filUlZ U"::;: IilfilfilO 00 Eo< iii fil 0 ~ fil E-< E-< Ul ..: fil H l' -r1'$'-'7, 1"'5C)"I~:(no:) .nH;(8 'L111Mam4 UOPrlC'1!J::S1P JO r'ln "PS4::lS pO'3odOJd ljllM ;;t;~Ul;p.H;::l e ul p~~J:lOp uonnq!J.l~;!P pUP. ^1i':l."l11c.:Sq~O Ilou.I'II"o:) ,UI1QOOV.t"J:'r;/,"fj)":"'-("__l " 1iI~ 00 Eo< E-<D ZU Dfil OX Ufil U ..: - . ~..: z . HZ iii Oi><: ~~ Pl E-< UlPl ~Z HU IiIU .....,1 00 ,- :n'" (-~r"' ! ...' ~:lJ P1f'Tl ~ .:.. .- :~g '-'1 -, 1,,:::0 1) ...-'- -to 11'1 -' ,l;:J W . " , , ~; : " .- ~ " ~ . [! " ~] " " " " ;.) U :;: -, U ~-j 'n '::; " .' " ~I .-l ~ .'" " " Q).-l ~ ... .n ~o ll.l :) " 1- 'Mr- ~ ,(oJ '" <- ,:'l =;: ~lll.-l .~ .' i~ ,I ,., :J ::1:5 "" ,- ".::1 0 " ,- ci ... "'''; " .~ ..!;: hUl&l~ u. "- ,.;.: " d :E " -,' ... .l~ II 'M ~ 0 ... ",j "'J 0 f""-/ 0 ,:;:; " " z .~.-l' ... n <" oM " .'~ ~~ >1 1-0: ~ c"J~~ ~ " ~~ ~ ""'; " t1 '" ~ ,', ~ .. k 0< :..J -:-: ,. 0 0: al ,. ;;; ",l>l :::; '" ,q ... ,., {j ,._J ~ 'S ~ -"I '<I' III 1:: ,. ';., " -0 U " r, " C 0:; u ::l , (J " 0 r,,J 0 k :-. U ru r~ u ;;.) " .0 " 8 ~; ".~ " p :9 "" 0 ~ v. " .~~ ':J " :s .' ~ ~j ~ 1! - -;:; '/' . ,