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WITNESS 'ALTH OF PENNSYLVANIA I .IS: COUNTY OF C BERLAND This day of before me, Register for Ihe Probale Wills und gral1ling lellers of Adminislration in . the Commonwealth of Pennsylvunia, pc A.D.,19 , for suid County of Cumberlund. in the subscribing witnesses to the foregoing instrument 0 late of land County Pa., deceased who being duly Testament and Last Will, and at the time of so dOl was of sound and di. sing mind memory and understanding, to the best of tion and belief. and subscribed before Register AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA t .Is: COUNTY OF CUMBERLAND \ Robert K. Reitzel Trust Manager Commonwealtb National Bank being duly Sworn .says that as nearly as can be ascertainerlthe said decedent Jacob w. Alspaugh died on Saturday the 30th day of May at or about 9:45 o'clock, ~,--M. sworn and subscribed this 4th day of Allx::i:i: June A.D..19~, 19'73.;') e~ ~ c?cf-&dJ Register ....-"- r Lll __ .~CVw.l~!'i (1~1I0J COMMONWEAL TH Or PENHS"LVANIA DEPARTMENT OF IIE'IEIlUE TRANSfER INHERITANCE TAX IIESIDEHT DECEDENT SCHEDULE "A" REAL PROPERTY -,. !~~~ i " t.. ' .~.. (Instructions on Reverse Side) ESTATE OF ~_c_q~_W~l\lspaugh ESTIMA TED DEP ARTMENT ITEM DESCRIPTIOH MARKEl VALUATION 1'10. V ALU E (OFFICIAL USE ONLY) 1 Property situate and known as N. East Street, borough of Carlisle, Cumberland County, Pennsylvania, being a two-sto y old frame half double dwelling. Recorded in Cumberland County Recorder of Deeds Book H, Volume 21, Page 262; appraisal attached 22,000.00 . TOTAL THIS PAGE 22,000.00 !XU d~. ~ '(? .. , Olflce :,~~'..61?:- ".- ,. :"~" ~~- "I r t:J ~:;,,: 1'r:~ GEORGE L. EBENER AND ASSOCIATES REAL TORS APPRAISER, SALES, PROPERTY MANAGEMENT 139 WEST HIGH STREET C/,RLlSLE, PA. 17013 June 19, 1981 James D. FIOl,er, Esquire 1 ':Iest High 5 treet Carlisle, Pa. 17013 INECEIVEO JUN 20198] "Y"RS. MY~RS FLO . ..., 'I~d p, :0 ~ ~~,1,:. ....~.: Dear ~1r. FIOl,er: I am a licensed Real ["state Broker, licensed by the Commonwealth of Pennsylvania, and have been actively engaged in the real estate bu~iness for the past twenty-eiqht years in the Cumberland County area. I ',,'" thoroughly fnmiliar with real estate values in this area. On July 16. 19R1, J inspected tho property of Jacob \'1. Alspaugh, <1t 424 North Ensl Street, Carlisle, Po., to determine the value on 'lay 30, 1981, the r1ate of deRth cf Jarob \.!. Alspaugh. This property front.s 17 ft. on thp\!esL side of North East Street and extends in depth a distance of 'Jr-, ft. in a \}esterl y direction. J t is improved I,ith an old Frame half double dwelling house I,ith aluminum siding on the fron!;r~ the side and rear is covered I,ith insulbrick. It has a new metal roof and aluminum storm windows and screens. The first floor consists of a small living room, dining room and kitchen with enclosed laundry room to the rear. The second floor contains three small bedrooms and bathroom with new fixtures and Marlite wallboard. The basement has stone foundation, 'round floor, a coal hot air furnace I.Jllich has been converted to oil and a small 'Jas \1nter heater. This property is quite old; it h8s l"lood floors, some covered with asphnlt tile which is coming loose; it neerls compleLely redecorated; there is no heal to Lhe second floor; the plaster in many places needs repaired or rOlll',ced: and the, insulhrick sirlinq to tho north and west i,; badly detc;rilJr.1tol! and ~hnll]rl b.e cO"f'red \:jth 81uminum sidin'J. In my oplr,j,..., the f"ir r""rket ",due of this property on t'lay 30, 1901 I-,'ns npproximoteJ \ 'f,22,OnO.iJo. I have no i,tcro!,t. of ~ny n8turc 1.:hnLnoc"pr in this property. This ,.,.inion is ~I"er. 1,\ rur voluntarlly and ,.,it.llout liability on my parL. Sinccre>l\', it"" /Cl' ~6;;c;:r- ,r?'/7i&0 , c,oorq(> L. [bC'ner ,/ ':1. r / jm :' : q llbt.. Roi L7I:] LINDEN HALL ANTIQUES OLD STONE HOUSE ROAD R. D. I BOX illS CARLISLE, PA 17013 June 22, 1981 A?PRP.ISAL RE: Personal p~cperty of Jacob Alspaugh (d~ccascd), 424 ,[. 3ast St.,Garlisle, Pa. 17013 I, ':lilliHm G. Rowe, do hereby certEy that I personally inspected tha follol-ling items and it is my opinbn that the value of said items is a true and just appraisal for the present market in this area: Admiral Black and Hhite T. V. Jim Eeam Collector's bottle Lamp Stand Nagazina Rack Coffee Table ',Tall Table Oak Chest of Drawers W~;irror Desk 1.: ::hair Zlectri:: 7an 2 Pc. Eedroom Sui:.e ?D.ll Sevring ~~achine Elect:' ic =room Util; '.y Ca bine t Utility Cabinet TOTAL .$ 40,00 4.00 10.00 10.00 12.00 15.00 150.00 35.00 2-:,CC 50.00 15.00 20.00 10.00 12.00 15.00 $418.00 v.... .' ~()-... " l'Tilliam G. RO"'le R. D. Ill, Box 156 Carli.sle, Pa. 17013 I , I i i , I I I I I I I I I I I J I I , I. , I I I i ; , I. i LII'.OEr-.. HALL ANTIQUES OLD ~TON[ HCU~[ ROLt. R. 0' UO)" :'(i CAR!..ISLt.. PJ. '701~ ~:;.r,er::b=:- ::-1, l?~l J..:-! ;.~.l:::.'~: ..... :-.~:'s ::-:-:a1 :-7o~:e:':':' 01' ~acot Ale ':.i2t:. (:. :. 7(}}.:; I. .,. '\'::':;c..:.z:~:".~~ _:!.. ". .... , ~ . :";:":'~.' ?~. .:.a:;- I, ~.tilliar.i G. ?o'..;e, do her~by certi.f:t thc;t : persor..ally inspec :.ec. :.he follo-..:ing ite~ and it is r.y opir~~on that th~ val~e of ~aid item is a ~rue ar.~ just ap~raisal fo:- t~::: pre~e!"lot n:~::ket i:1 this area. Oriental :~est - Ornately carved figural des~gn - ~eak wood - D~vetailed e~casement - A~tique ~8S0~OJ 1'!illior.,: G. r.Q1:"e - . -'1 It. D. ff , Carlisle, Eo:: 156 Pa. 17013 :.S.~~::\ C? I!:T~{~';A7I'_.::L 3:J:r-.',T'r CF r.r' 2..t.!S:.2S Commonwealth National Bank NDvember 19, 1981 Farmers Trust Company One West High Street Carlisle, Pennsylvania 17013 .. We, The Comr:lOnl1ealth NatiDnal Bank, as the Executor/AdministratDr Df the Estate of Jacob W. AlsOJuoh , a resident of BorDuoh of Carlisle , Social Security # 570-42-9411 ,request the below information as of the decedent's date of death, May 30. 1981 YDur co~pletion of the following report will be TO ANY !TEl,' IS "NOllE," PLEASE SO STATE. Kindly mail envelope. Thank yo~. I F THE ANSWER addressed Report from (Bank) . Farmers Trust Company NOTE - If the space provided is inadequate, please attach a statement giving full details in the format given below. 1. At the close of business Dr. May 30, 19~ DUr tecords sh0\1ed the follDwing balance(s) to the credit of the above-named decedent. In the event that we cDuld readily ascertain whether there were any balances to the credit Df the custDmer not desig- nated ~n this request, the appropriate information is given below. Registered Owner(s) Accrued *Interest.Taxable Account Number Type Df ACCDunt And Date Amount Interest On Decedent's Account Establi~hed Fi na' Return 1223 Certificates of acob W. Alspaugh $195.73 S1.BB S .12 1800 Deposit ., ., " $193.34 $1. 76 .15 )()l22S 1224 " " " " $1566.21 $14.76 1.25 1222 " " " ., $195.73 $1.B4 .16 3041 " " " $372.55 $3.51 .30 " $372.55 $3.51 3040 " " " .30 " Please note tle above face a aunt on certificates are as t certif .cate compounded last and not at issue. *The amount of interest paid tD the (and including) date Df death. The in this figure. decedent Dr credited to the account from January 1 to amount accrued at date of death wo~ld not be included ~ Kr'j)-l* speci~ri'e rviJJ (,.D~Pt. The Commonwealth National BanI<. 10 South Marlet Square, Harri5uurg. PlI. 17108 (7171 &64.9500 Commonwealth National Bank ." ! I, '98: ",.lgu~: : Commonwealth Nationa: Bank 10 South flarket Square Harrisburg, Pennsylvania 17108 We, The Commo1l\~ealth National Bank, as the Executor/Administrator of the Estate of Jacob fl. AlsDauah Social Security # 570-42-9411 of death, Mav 30. 1981 , a resident of r.arli~lp. ppnn~ylvania , , request the below information as of tne decedent's date Your COT'1Dletion of the following report I~ill be sincerely TO Al-IY ITEI" IS "NOllE," PLEASE SO ST.~TE. Kindly mail it in the envelope. Thank you. appreciated. IF THE ANSI1ER enclDsed stamped, addressed a~l/ (JiLr:a~ THE COI'U.101~\oIEAL TH NATIONAL BANK Report from (Bank) COlm1onwealth National Bank NOTE - If the space provided is inadequate, please attach a statement giving full details in the format given belO\~. 1. At the close of busin2ss on 11ay 30, 1981 our records shol~ed the follo',ling balance(s) to the credit of the above-named decedent. In the event that we could readily ascertain whether there ~Iere any balances to the credit of the customer not desig- nated in this request, the appropriate infDrmation is given below. Regi s tered Owner( s) ACCrlJ2U tI nteres t Taxable Account Ilunber Type of Account And Date Amount Interest On Decedent's Account Established Final Return - - A)c,.....'cl VOIVe...... /;'-/;)-09 I.3Eg)3 182-112585-1 Check i ng ~ -J"-LVb U !>.>roH.y /) ~ ''t;_OO'liu)'::; 'Sc.v'^'j 12~ '"t...h. J,S. I I ::'ct, 07... 1..1 C; ::c'Ch W CJ.- - (, !J'-lro+ t..y t3 {'; ~~/.c ",q .:.. ,1./7 *The ai10unt of inter.?st paid to the deceoent or credited to the aCCDunt from January 1 to (and in:luding) date of death. The amount accrued at date of death I'/Ould not be included in this figure. 111(' Commonwf':Ojllh NatIonal B.1nK. 10 SOlJth MiHU!l SQU,lf~. HafTi~burg, Pa. n106 (717'1 S6'.950~ REV.4~2 t 1.801 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENJacob W Al spaugh ESTATE OF _ . SCHEDULE "C" TRANSFERS ~'~ ..' . ~,. ~ ~.~.~-' INSTRUCTIONS: Answer the questions on reverse side. If the answer to 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 properly. ITEM 1'10. DESCRIPTION ESTIMATED DEPT. VALUATION MARKET VALUE (OFFICIAL USE ONL Y) The decedent on January 7, 1980 created an Inter-vivos Trust No. 18967-01-8 with The Commonwealth National Bank Trustee, retaining the right to alter, amend, or revoke the trust during his lifetime and directing that the trust terminate to his estate at his death. Assets are returned on Schedule B, items no. 21 through 25 TOTAL THIS PAGE None r14-1t..t QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transler of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) NO 2. Did decedent, within two years of death, transfer property from himself! herself to himself/herself and another party or parties (including a spouse) in joint ownership! (Answer "Yes" or "No".) till-- 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following information: a. Age of decedent at time of transfer. N/ A b. Copy of death certificate. c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer. d. All other information supporting nontaxabitity of transfer. 4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) NO a. Was there any possibility that the property transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) NO b. What was the transferee's age at time of decedent's death? N/A 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) -1m-- b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".j NO 6. If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others. N/& 7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "No".) NO 8. Did decedent, at any time, transfer property, the bffieficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No".) YES 9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No".) Oecedent Alone ~i\ C . \1"~(M\"'O (\ ',"'J\-\:.\, \..\ ,,\: \ \2:, \:,. ?' . --' ....L::...~,:,:...... ..~}.~\.<:.(,h\..U\\.~.i=' <J '""q \ ') 'S,,"ol",e .. fi"'\~. -' . I. <.C. J /. ,1 I _",' ,~-,",~ ,., I ~7'~ 1....L.................m.Jy.. ..../. ..,.... I Printed name ... i' I Thll..Q9.m1A9.\W(9.~J.tJ:l...~1.~t~.(m;i~..!1~ 1 N. H:i'.'!ii~<J'fld'S't. Gn:rl:!.31c, Penna. 17013 ............ CY(~:: si.iiil,.Z.(P.C.OdEl.......... ..... Commonwealth J~ National Bank ~ Trust Anrecll1cnt No. Dutu ~h\"...~","Y..-/J.\..\(.\P.,O .' "'.') (J ('I Q , I', n ...~............,... -............... ....I.3.g.(>!.J.Q.!.~.m..m Cil~11 Amount S This TRUST is establi~hlJd between Thu Commonwealth National Bank as Trustee and the undersigned as settlor. Tht:! settlor hereby grants &' conveys to the Trustee alll'ight, title and interest in the cash amount indicated. above and to any other assuts or liabilities set forth 011 Schedule "A", which may be attached to and mude u part of this agreemellt. In managing these and any other assets subsequently transferred to this TRUST, the Trustee is charged with the following duties: keep the assets safely; use the care and attention which a reasonably prudent man would devote to the management of his own financial affairs considering the economic conditions of the time; advise the settlor monthly of the past month's transactions and the valuation of assets held at month end, and annually of any neces. sary information for the preparation of the settlor's tax returns; transfer the net income each month to the principal of the TRUST for reinvestment, to or for the use of the settlor, to the settlor's checking account as indicated below, <.r to ether persons in amounts described in a sepmate letter delivered to the Trustee. In addition to those powers granted by law, the Trustee may exercise the following powers in order to perform the above dutie!l: receive proceeds from the sale, maturity, call or conversion of TRUST assets; invest in and buy or sell assets (including real or personal property, common funds managed by the Trustee, and obligations, deposit accounts, or stock of the bank or its affiliates) subject to the settlor's guidelines indicated below; borrow money at reasonable rates and pledge TRUST assets as collateral, should it be pnJdent to do so; pay any necessary expenses, including reasonuble Trustee's compensation; allocate transactions between income and principal as the Trustee deems best; and handle routine matters according tc the Trustee's best judgment, including but not limited to making timely exchange of temporary issues for permanent, executing proxies or voting shares, buying or selling fractional shares, and exercising, holding, or selling warrants representing rights received in corporate recapitalizations or reorganizations. The settlor may alter or amend this TRUST in any way provided that such change does not result in making the TRUST irrevocable or creating dispositive provisions to take effect at or after the settlor's death. The settlor may add to or withdraw from the TRUST'S income or principal at any time, subject only to providing reasonable notice, and may provide for automatic funding by indicating below. The TRUST shall terminate upon the settlor's death with principal and undistl ibuted income being paid into the settlor's estate. The Trustee may expend TRUST income or principal in behalf of the settlor at his direction or in behalf of any named beneficiary to the extent of his beneficial interest. Only the settlor shall have the power to assign or encumber his interest in the TRUST or other. wise cause its assets to become liable for the payment of a beneficiary's personal obligation or debt. The Trustee is responsible for losses caused by its gross negligence but not for other losses such as, but not limited to, those created by fluctuation in market valuations. The Trustee is not required to account to anyone, except as described above, unless expressly directed in writing by the settlor or his personal representative. Either pa~ty may terminate this TRUST at any time, subject only to providing reasonable notice. This agreement is not binding upon the bank until such time as it has been accepted by an administrative officer, who will be assigned to the TRUST; this officer will be in contact with the settlor and may be called upon by him at any time. INVESTMENT GUIDELINES ........... Commercial paper .......n.. Treasury bills .....X... Taxable bonds ........... Tax exempt bonds ..n....... Common stocks ........... Trustee's discretion AUTOMATIC FUNOING ( I The Trustee is to charge my checking account S .........__.................... on the .............._.......... of each .................. , and add it to this TR UST for investment INCOME TRANSFER ..mp.u. For reinvestment .......n.. To checking AIC ........... To address shown .1.\ ~.:~ ::~'\!'\'~0'" Phone No. ' \\;::-.5.:-:.\.~.....m Dalc 01 Birth :~,:I.Q~:2,.1\L\.\.. Soc. Sec. No. "'"'.,':" ;"" ,-. A Occ.ui:;atio;l....-.... ........ ....ctil;cki ii9.Ai:.ciiuiin~o:.... ......... ONLY YOUR ATTORNEY CAN PROVIDE LEGAL ADVICE FORM 197 JKG CUSTOMER'S COpy REV-453 EX+ (lO.80) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES (Instructiolls on Reverse Side) Estate of Jacob W. Alspaugh BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Clavton E. Harter None Yes Leqal Pecuniarv bequest R n #? of ~1 000.00 Mechanicsburq. Pa. 17055 William J. O'Brien None Yes Legal Pecuniary bequest 501 Limestone Road of $1 000.00 r..,-','.' . p. 17m ~ lonn,.. I" ~tpn-n.llnhtpr vp< I pn.l Rp<inllp nf ~~h Rnvn Pn.rl Pl, .~ ~i" r..l nH~~ . --.- The above beneficiaries were living at the time of the decedent's death except for the following: NAME DATE OF DEATH If additional space is necessary, use 8%" x 11" sheets. INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal, owned by the decedent joinTly with another perty or parties as joint tenants with right of survivorship. Botl1 tangible and intan[lible property are to be included. List real estate first. 1. Describe all reai property as indicated in the instructions for Schedule "A". Describe all personal property as indicated in the instructions for Sclledule "S". Include the name, address and relationship to the decedent of the co-owner (s) and the date the joint ownership was established. 2. Indicate the total market value of the jointly owned property. 3. I ndicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. c: "' Ci n ;- H > ~ z ;,- 0 0 Ci 'f> \:I C1 n c: Ci ....J % ,.. % r' tT1 t'1 ;r, % ::<1 :>- I:::: - I:::: r' Z ....J - % '" ....J t'1 ~ I:::: ..., t'1 I:::: ~ (Il (Il % 0 'f> 0 ..., 0 ~, "1 '" ~ ~ 0 "1 (3 "rI Z (:; - >- t"" c: (Il tT1 0 0,' z ,", ''':;.: ~ " , ~ ~ ~ " "0. , t'1 t'1 e- N ;-;...( > >- tJ." ," ;;:l ;;ti Cj: ~: ;~ ; I:.:; c:::v; -<10.1 o;-.'~ CJ :>~.~ u-' LoJ"J 1" ",~ "'~ ~ ~:..J !'=' .../-' '-' REV-4U EX. (~Ol INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) File Number ?1-Rl-0:14R GJ Original o Supplemental o Remainder Estate Nome ,T~"oh W A 1 "pAllgh Dote of Death MAY :10, 1 qR 1 Sacial Security Number 57n-4?-9411 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser In and for the County of r.llmhp.1"l aJ1rl Pennsylvania, do respeclfully report that I bave appraised the roal and personal property as reported in the foregoing retum at the values set forth opposite each item in the last column the rlght~edules "A", "8", "C", and "I:" Dated: .T~nll~1"y?7, 19R? ,{) '>'') '1 RITANCE TAX A RAISER ADJUSTMENTS REMAINDER APPRAISEMENT CODE INYENTORY VALUE AS APPRAISED CODE (HARRISBU RG USE ONLY) Rool Property (Schedule A) $ 00+ 92+ Personal Property (Schedul. B) la+ Jolnt.Held Proporly (Schodulo E) 20+ Transfer. (Schedule C) 30+ TOTAL GROSS ASSETS Leu D.bt. and Deductions 40- 93- (SCHEDULE F) CLEAR YALUE OF ESTATE o Life Estate RATE FACTOR PRINCIPLE YALUE CODE o Annuity FOR USE OF REGISTER ONLY Tax on $ ~ COMPUTATION OF TAX S S S S S 6% T ox on $ 15% Tax on $ Tax on $ Tax on $ Exemptions Total Estate TOTAL TAX INTEREST FROM BALANCE TO s s s Leu Credits DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT s + S _". s = $ + = QALANCE s TO __ S S ~ .c ~ " ~ ~ i:>: <1l ..: "' :z: ~ ~ .... 0 >- >- ..: ~ fIl ::;: ::J .c ...l 0 ..: u - <1l U :z: ..., - 0 110 110 - 0 ~ ~ 110 0 ll:: 110 !-o 0 fIl 0 z d fIl fIl >- I-< d - ~ ~ z :z: !-o f- W Z ...l d - 0 ~ i:>: Z ~ ~ ~ ...l Z :0 z 0 ::J U " Z - ~ fIl ~ 0 0 ..: - ~ ~ U Cl ~ ...l , Inventory of the real and personal ostate of Jacob W. Al spaugh Real Estate 1. Property situate and known as 424 North East Street, Carlisle, Cumberland County, Pennsylvania. Recorded in Cumberland County Recorder of Deeds Book H; Volume 21; Page 262. Appraised at Total Realty Tangible Personal Property 2. Household goods; appraised at 3. Household goods; sold at 4. Teak Oriental Chest; appraised at 5. Automobile, 1973 Ambassador; sold at Intangible Personal Property 6. Jacob W. Alspaugh Trust under Agreement #18967-01-8 with The Commonwealth National Bank consisting of: deceased, a. 38,377 units Commonwealth National Bank Common Fund A-I 38,377 .00 b. Accrued earnings on item 6a 494.76 c. 1,900 shares Money Market Trust 1,900.00 d. Accrued earnings of item 6c 10.76 e. Principal cash 43.62 f. Income cash 22.12 7. Certificate of Deposit #1223 with Farmers Trust Company 8. Accrued interest on item 7 9. Certificate of Deposit #1800 with Farmers Trust Company 10. Accrued interest on item 9 11. Certificate of Deposit #1224 with Farmers Trust Company 12. Accrued interest on item 11 13. Certificate of Deposit #1222 with Farmers Trust Company ...---..------...- --.... -_._-~-_.._.-. .._---------------------- 22,000 00 22,000 00 41B 00 448 75 850 00 I 200 00 II I \ I I " I 40,848 26 I I 195 73 1 88 193 34 1 76 1,566 21 14 76 195 73 "--;..:'" , . COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } ss: The Conlmonwealth National Bank By Fobert K. Reitzel. Trust Manaqer being duly sworn according to law, deposes and says that he PXP~lltor of the Estate of ,Ja~ob VI. Alspallgh late of th" hQrnllgh nf f'l"liO'" , Cumberland County, Pa., deceased end thetth. within is an inventory.made by .......Jhp CommoOlli!D.l.th.J1a.tiJlnaLJlanJ< , the said PXP~lltor of the entire estate of said decedent, consisting of all the personal prop.rty and real estate, excepl real estate outside the Commonwealth. 01 Pennsy/vania, and that the figur.s oppo,ite .ach ilem of the Inventory represenl it's fair value as of the date of decedenl's death. The comm~.~. Nationapa,l Sworn and subscribed before me, / 19 81 \. 1-\. \~"'N()\l '" ~ 'S". C"'Q\\""\~ ?/-'.., \'0'....., Address Dale of Death 30 D.y May Month 1981 " or;: ~'::n INSTRUCTIONS ,~;. I~' 1 I !. An invenlory must be filed within three months after appointment of personal representative. i?'i' .,- 2. A supplement inventory must be filed within thirty days of discovery of additional assets. ;i~; 3. Additional sheets may b. attached as to personalty or really 4. See Article IV, Fiduciaries Act 011949. v.., ex! ",::0 ,'.} ~~ <:.... ~o "" .,',:::0 ,.. .,I.:;l (" 1 :xl . ., 'C ~ OJ ~ Vl .~ ~ .,; >- .s= S- o ~ w '" . ~ ... :0 U ~ W -( '" ~ t>. ... 4- 0 0 0 Vl 0 ~ 0 Vl C '" w '" w ~ J: ~ l- t>. U. ex: .s= ~ t>. ... -' Z u. -' -( 0 :0 t>. I w 0 -( UJ ~I 0 .;. > '" S- Z 0 - Z 0 c I c -e .c . Ii Vl z 0 0 '" -( ~I OJ u ... z w .s:: t>. -l-' ." C - ~ 11 , -.: ! 0 ~ , .D 1 ." ... II ~ E 0 I - ~ ~ . 0 -' U u: '" .. ,v'. 14. Accrued interest on item 13 1.84 15. Certificate of Deposit #3041 with Farmers Trust Company 372.55 16. Accrued i nteres t on item 15 3.51 , 17. Certificate of Deposit #3040 with Farmers Trust Company 372.55 I I 18. Accrued interest on item 17 3.51 , I 19. Savin9 Account #18-0011805-9 with The Comnonwealth . I I National Bank 134.08 I 20. Accrued interest on item 19 .78 i i I i 21. Checking Account #182-112585-1 with The Commonwealth National Bank 1,388.23 22. Cash 1,191.46 Total Persona 1 ty $48.402.93 CE/971/8424 " ~ , .... :=> <, " I, ;,.. C. , <X' :.~ .,: ',: I ...., c ~.~: ~.:.l IJll ~ 0.... Ol;j o:::tn -, I tr. Oa ::'::'f': u"" '0'-- ~a:: N lJ:::l p:> ...1'-' U . .' ... ... .... the real estate in kind, releasing the Executor from its obligation under the Will of converting the same into cash. Distribution is made to LeNora E. Howell of the residue of the estate and income derived therefrom as provided by Testator. THE By COMMONWEALTH OF PENNSYLVANIA 55. : COUNTY OF CUMBERLAND I, ROBERT K. REITZEL, Trust Manager of The Commonwealth National Bank, Accountant in the foregoing Statement of Proposed Distribution, being duly sworn according to law, depose and say that the above Statement of Proposed Distribution and Statement of Reasons are just and true, and that the Grant of Letters and the first complete advertisement thereof occurred more than four months prior to the filing of the Account. , subscribed before me ". '" ....\. .... ,: . - , of January, 1982. rL~~ . .' \." ,.:- I' -.rjP';:iiC t~G',I\jY '~'. ]/ i~S2 .~' ~;. ;'.:.: ~, '.)~ ","- 1"[" 1 f'i ~,,'- 10 .,~" __J ....;l - 2 - PRINCIPAL RECEIPTS Sa 1 ance per inventory attached $ 70,402.93 Adjustment to inventory item 20 accrued interest on Commonwealth National Bank Savings Account 18-0011805-9 forfeited due to early withdrawal (.78) TOTAL PRINCIPAL RECEIPTS $ 70,402.15 CONVERSIONS INTO CASH NO GAIN/LOSS 6/8/81 38,377 units Commonwealth National Bank Common Fund A-1 $ 38,377.00 6/8/81 1,900 shares Money Market Trust 1,900.00 6/8/81 Certificate of Deposit #1223 with Farmers Trust Company 195.73 6/8/81 Certificate of Deposit #1800 with Farmers Trust Company 193.34 6/8/81 Certificate of Deposit #1224 with Fay'mers Trust Company 1,566.21 6/8/81 Certificate of Deposit #1222 with Farmers Trust Company 195.73 I 6/8/81 Certificate of Deposit #3041 with Farmers Trust 1 Company 3'}2.55 6/8/81 Certificate of Deposit #3040 with Farmers Trust Company 372.55 6/11/81 Savings Account #18-0011805-9 with the Commonwealth National Bank 134.08 6/26/81 150 units Commonwealth National Bank Common Fund A-2 150.00 7/2/81 150 units Commonwealth National Bank Common Fund A-2 150.00 7/13/81 100 units Commonwealth National Bank Common Fund A-2 100.00 li~lcR 1J1 r~~[ 3 3 , , i Principal Disbursements (continued) 7/1/81 Pennsylvania Power and light Company - electric service to 424 North East Street, Carlisle 7/1/81 - U.G.1. Corporation - fuel oil delivery to 424 North East Street, Carlisle 40.88 12.65 7/2/81 George L. Ebener and Associates - real estate appraisal fee 7/2/81 Arnold Fuel Oil - fuel oil delivery to 424 North East Street, Carlisle 7/16/81 The Evening Sentinel - legal advertising 7/16/81 Pennsylvania Department of Transportation _ automobile registration renewal 7/30/81 Ewing 8rothers Funeral Home - funeral expenses 8/3/81 William Rowe - auctioneer commission and expenses re: sale of houlehold goods and automobile 8/7/81 James Line, tax collector - 1981 school real estate tax 75.00 148.90 21. 50 24.00 2,130.50 213.00 8/24/81 Cumberland County Register of Wills - Pennsylvania inheritance tax 116.57 8/25/81 Borough of Carlisle - sewer and water service 8/27/81 David Carr Agency - 1 i abil ity 'j nsurance 9/18/81 R. L. Ristine - property maintenance winterizing 3,021.00 25.90 " Reserves: 26.65 67.05 Commonwealth National Bank - executor fee 3,520.00 3,520.00 100.00 25.00 605.34 $ 13,965.21 James D. Flower - attorney fee Closing costs Pennsylvania personal tax Pennsylvania inheritance tax TOTAL PRINCIPAL DISBURSEMENTS Lilt', 1a1 f~GE 5 5 PRINCIPAL DISTRIBUTIONS 7/10/81 Lenora E. Howell - household goods distribution in kind $ 418.00 8/27/81 William J. O'Brien - specific bequest per Item 2, Last Will and Testament 1,000.00 8/28/81 Clayton E. Harter - specific bequest per Item 2, Last Will and Testament 1,000.00 10/14/81 Lenora E. Howell - teak oriental chest 850.00 TOTAL PRINCIPAL DISTRIBUTIONS ~ 3,268.00 PRINCIPAL INVESTMENTS 6/3/81 1,000 units Commonwealth National Bank Common Fund A-2 $ 1,000.00 6/4/81 1,375 units Commonwealth National Bank Common Fund A-2 1,375.00 6/9/81 2,925 units Commonwealth National 8ank Common Fund A-2 2,295.00 6/10/81 37,517 units Commonwealth NatiDnal Bank Common Fund A-2 37,517.00 6/11/81 3,468 units Commonwealth National Bank ,. Common Fund A-2 3,468.00 6/23/81 300 units Commonwealth National 8ank Common Fund A-2 300.00 8/6/81 44,135 units Commonwealth National Bank Common Fund A-2 44,135.00 L"FO 1~'-1 r' ,.,' ..I~.. .J..1. ..\It 6 6 , . INCO~lE RECEIPTS Commonwealth National Bank Common Fund A-I 6/1/81 - 6/8/81 Earnings $ 140.37 Commonwealth National Bank Common Fund A-2 6/26/B1 - 11/16/81 Earnings 1,26B.79 Farmers Trust Company, Carlisle, Certificates of Depos it 6/B/81 Interest 2.28 Money Market Trust 6/1/81 - 11/6/81 Earnings 38.61 TOTAL INCOME RECEIPTS $ 1,450.05 INCOME DISBURSEMENTS 8/14/81 Richard A. Neiderer - fire insurance premium, policy FR 72164 on 424 North East Street, Carlisle $ 106.00 Reserves: -- CDmmonwealth National Bank - executor fee 130.13 TOTAL INCOME DISBURSEMENTS $ 236.13 INCOME INVESTMENT 8/13/81 900 shares Money Market Trust $ 900.00 THE COMMONWEALTH NATIONAL BANK V) By: .121 Executor fdr the E Jacob W. Alspaugh L~e[f: 1::l1 r~GE '7 7 I' . . Invontory of tho rool.ond po;.onol o.toto of Jacob w. Als~~h deceased. Real Estate 1. Property situate and known as 424 North East Street, Carlisle, Cumberland County, Pennsylvania. Recorded in Cumberland County Recorder of Deeds Book Hi Volume 21; Page 262. Appraised at Total Realty Tangible Personal Pro~ 2. Household goods; appraised at 3. Household goods; sold at 4. Teak Oriental Chest; appraised at 5. Automobile, 1973 Ambassador; sold at Intangible. Personal Property 6. Jacob W. Alspaugh Trust under Agreement #18967-01-8 with The Commonwealth National Bank consisting of: a. 38,377 units Commonwealth National Bank Common Fund A-1 38,377 . 00 b. Accrued earnings on item 6a 494.76 c. 1,900 shares Money Market Trust 1,900.00 d. Accrued earnings of item 6c 10.76 e. Principal cash 43.62 f. Income cash 22.12 7. Certificate of Deposit #1223 with Farmers Trust Company 8. Accrued interest on item 7 9. Certificate ofcDeposit #1800 with Farmers Trust Company 10. Accrued interest on item 9 11. Certificate of Deposit #1224 with Farmers Trust Company .. 12. Accrued interest on item 11 13. Certificate of Deposit #1222 with Farmers Trust Company . _._ _.. _u___. __ ._ __. ---._- ---- -.-.. -----.---.---.------- 22,000 00 22,000 00 418 00 448 75 850 00 200 00 I I I I I " I 4D,848 26 I 195 73 1 88 193 34 1 76 1,566 21 14 76 195 73 n__..."",__ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND '1 r 55: The Commonwealth National Bank By J<obert K, Reitzel, Trust ManaQer being duly sworn according to law, depo,e, and says that he _exewtnr of the Estate of ,Jacob vI. Al <;paugh late 01 tho hnrnllgb nf rar1i<1o ,Cumberland County, Pa" deceased end thet the within is en inventory made by ~.he....CQlII11\[lt\l'JeaJ th Nat;nnal.J1an~ , the said p,pcutor 01 the enlire estate of said decedent, consisting of all the personal property end real estate, except real e,t.te oulside the Commonwealth 01 Pennsylvania, and that the figures opposite each item of the Inventory represent it's lair value es :wl othren date of decedent's death, The C~?:w ("a)th,' r~o ,J ,a k and subscribed belore me, ( '/ A ,v/;,--~ / ,..' I xt'.Ydt J9 81 Addre" Oate 01 Oeath 30 D.y May Month 1981 Yur INSTRUCTIONS I. An inventory must be filed within three months alter appointment of personal representative, 2. A supplement inventory must be Iiled within thirty days 01 discovery oladditional.ssels. 3. Additional sheels may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act 011949. " Q) ~ U1 .~ ~ -d ~ >- .s= I- ~ 0- W '" ~ ~ "" 0- ::> u .. w <( '" ~ 0- 0- 4- u G 0 Vl 0 " 0 U1 0 tlI ,... W "" W .. ~ J: ~ I- 0- "- <l: .r: .,; 0- I- f 0- -' Z <( 0 .1 ::> 0- 0 "- -' :l: 9 I W 0 <( w :\ 0 ,;. <( I > z "" I- 0 - Z 0 .D c I 0 ~ .; \' Vl z 0 z "" <( ~ Q) U ... w .r: I 0- +' -0 c .. - -.: , 0 " '" -0 -" ~ E - ..5! 0 .. ~ 0 -' U u: III . . . . 14. Accrued i nteres t on item 13 1.84 15. Certificate of Deposit #3041 with Farmers Trust Company 372.55 16. Accrued interest on item 15 3.51 17. Certi ficate of Deposit #3040 with Farmers Trust Company 372.55 18. Accrued interest on item 17 3.51 19. Saving Account #18-0011805-9 with The Commonwealth National Bank 134.08 20. Accrued interest on item 19 .78 21. Checking Account #182-112585-1 with The Commonwealth National Bank 1,388.23 22. Cash 1, 191. 46 Tota 1 Personalty $48,402.93 CE/971/8424 " , . ., IN THE ESTATE OP JACOB W. ALSPAUGH, LATE OP THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED IN THE COURT OP COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-81-348 AND NOW, to DECREE AWARDING wit, this 2,.fL REAL ESTATE day of ~ and the Proposed Schedule of J. 9:SDA , 1982, the Account having been confirmed Distribution awarding the real estate, in kind, to LeNORA E. HOWELL, having been approved, the following described real estate is hereby awarded to LeNORA E. HOWELL, her heirs and assigns: ALL that certain lot or piece of land situate in the First Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and described i.n accordance wi th a survey and plan thereof made by Ernest J. Walker, Professional Engineer, dated June 23, 1964, as follows: BEGINNING at a point on the West side of East Street said point being 210.50 feet north of the center line of the Pennsylvania Railroad tracks; thence extending along premises known as No. 422 East Street being land now or formerly of Harry Baric, North 75 degrees West, 96 feet to a point on the Eastern line of a 16 foot wide alley; thence along the same, North 40 degrees 12 minutes East, 18.80 feet to a corner of premises known as No. 426 East Street; thence along said premises being now or formerly of Stuart Walker, South 75 degrees East, 88 feet to a point on the Westline of East Street aforesaid; thence along the same, South 15 degrees West, 17 feet to the point and PLACE OF BEGINNING. HAVING thereon erected a two and one-half story frame dwelling known as No. 424 North East Street. BEING the same premises which William R. Cashman, Jr. and Gladys R. Cashman, his wife, by deed dated July 24, 1964 and recorded in the Cumberland county Recorder of Deeds office in Deed Book "H", Vol. 21, Page 262, granted and conveyed to Jacob William Alspaugh and Dorothy Bertha Alspaugh, his wife. The said Dorothy Bertha Alspaugh having died October 4, 1978, title in the above described premises remained vested by operation of law solely in her surviving spouse, Jacob William Alspaugh. ""OK- 10-l' r. ,". LllJ v 10\'. f~ MYERS, MYERS, FWWER& JOIINSON - ATTORNEYS AT LAW 301 MARKET STREET, LEMOVNE, PENNA. - 1 W. HIGH STREET, CARLISLE, PENNA. :,,~ , J~. crl N ':"J: ':c~ ~J~ '-.:~C") '.0 !:."l r:.1 :1 '" I ,'-' ,"I :<: Z Ul (D .:x: ::> 0 ~ ~ CIJ H . ~ ~ il<'<; :s: 0 E-< il<Z P'l 0 .:x: 0 Z 0 Il:i ~ E-< .., o _H 0 ~ - Ul dj~~.: .: ~><Ul u :<: ~ .:x: ~ E-<H ..; E-< H II: ~ ! ~ d OZ:> '" ~ ~ H ~ 8 ~ fJ U::>H Ii< P'l ~ ..; . f,l 00 Ii< 0 :;: H gJ ~ ~ < t Il; E Il; 0> Ii<U 0 ::> ~ ~ o ltJ III . . ~ ... 0 E-< ~ U U ~ H ~ . M O~ Ol E-< Ul ~ (D . rn I ~Z::> E-< ..; ~ 0 Z tIi · . 0 i ~ >.l .-l ";0 .<; H ~ H ~ o . ~ . ~ 0> OHU E-< H Ol 0 ~ ~ S 1 O~ Ul - Ul il< ~ < ; ~ tJ .-l U ~. Ol :<: H 0 ~ N P'lUl (D H ~ ~:;:~ Ol ::> ~ >< Ul tIi :<:::> :I: .<; .<; E-< .:x: ~ E-<U:<: E-< il< U Z ~ il< Ul ::> U 0 ZIi<~ Z H Ii< 0 ~ Z HOO H .:x: 0 U 0 , ~ ...... I IlEV-455 EKt (3-80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT OECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEOUCTlONS .~ ~~ f~.211 ;.~.~l.'" - .-.--.- -.:;.oJ'- u_ ...." _.. _...._ _. ___ Estate of--JacolLW Al <pRugh Date 01 Death 5-30-81 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: File No. 21-81-348 Claimant Relationship to Decedont Claimant's Address at timc of Deccdent's Death ITEM NO. DATE NAME OF PA YEE REMARKS f Carlisle Sewer and water services M ers Flowers & Johnson Es. The Commonwealth National Bank Counsel fee Executor's fee Closin costs AMOUNT 3,520.00 3,520.00 100.00 TOTAL 10 313.87 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. The C mmonwe lJ:h National Bank ""I M I~" {.; B' J.l1'l.-'Y7 tL'1/V~1 nX gr. /,7.{J.v SIGNATU E OF FIDUCIARY DATE OF CIAL USE ONL DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ It? :3 1.3 .f? 1 . I . --- AT hI/I!:; %TAXRATE l/7)/LA~ (~. ~~r&J ~ EGISTER OF ILLS . 12f-.t:~ DATE , " GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death ore deductible against his/her taxable estate. In additian ta debts incurred by the decedent or estote, other items are c1aimoble including the cost af administration, attorney fees, fiduciory fees, funerol ond burial expenses including the cast of a burial lot, tombstone or grave marker and ather related burial expenses. All debts being claimed against an estate are subject la the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to supporlthe decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption may be claimed by a spouse af a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child af the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent ar parents who are members of the same household ns the decedent. The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws. NOTE: Compensation paid ta on estate representative; namely, an executor or administrator, for services performed in administering an estate is reportable far Pennsylvania Incame Tax purpases. This taxable incame item shauld be reported on form PA-4D-lndividuallncome Tax Return. t"" '" tl n G m ~ :5 z ;l> 0 0 '" C'l n c: tl ~ z 3:: z t"" m m :>:: z ;<:I 9 - 9 t"" Z Z m '"" m '"" Z 9 '"" -< m - 9 '" '" Z 0 '" 0 '"" 9 ." ." ~ - 0 < Z .0 D._ o. .... N '. '.1" :'~:~L:~ ;1:" t:.:; v, c::.;; I,.:;. :....:- -< -< I.J d. ~') .'" ~ :::t, m m !P ;l> ;l> w ;<:I ;<:I INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the fomily exemption is being c1oimed, indicate the claimant's nome, address and his/her relationship ta the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid. 4. Enter the names of each payee. 5. Pravide a brief explanation in the remarks column for each debt claimed. 6. Enter the amount af each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts. IF ADDITIONAL SPACE IS NECESSARY USE 8\\" x 11" SHEETS. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT - FILE NO. ,,,,, .r /., ",":/ /r/,P'2. i 1/ / .', ,... ",-.~., ~ II) I / ,:./ ,or "', /, f..,"- 1/7 ,'/ .;I _r'//- /> / ~ ::.:/J ,-;1)1 - , COUNTY FILE NO: / - .>'1, 1('" < "/ DATE TO: )' /.-) i r'.' '/ . "/ "I '.. ~ I I ' ... /}, "'.r~ 'I/:~;~' , ., J II I: :.l' i41././/..;.--&.. :/,1 , ,/\ '" 'iI ,/ ...,-'/f..(, '/' ESTATE .1 / " . . I.li. p- COUNTY / ,. , ,~.':.' s.l ,,;'.,/I,." / f//A;"A- //J >, DATE OF DEATH .>/> / ,'/ I.f!;!' . , . - / ::..-1 / /1:?/ . Appraised Value of Estate: Real Estate $ ..', ~I '.1"'/1 L1\ Personal Property + ./../ Y' ."/,.';'" I 'J ;.7 - Jointly Held PropertylTransfers + ._~-_.__.------- Clear Value of Estate $ .Ii. " I "';, ) , " ) - , i ./ :-; / "/ I $ ,/ , . ;, ~l. ,/"f,. / Total Gross Estate Total Approved Deductions Less; Approved Charitable Exemptions Clear Value of Estate Subject to Tax $ ',..;/' {/.:l. Ill" Amount Taxable @ 6% Rate ~ I~ $ y' '/,/ /,1 / ,. , " . '~.. ~:! ".f: tax due , I /, .,- ,/ $ .;, ~I //; ;-r/-l I ' Amount Taxable @ '5% Rate tax due /, . ."(1. /L(J TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ ~ "I ;./ / - ~ ~I I -" , .. .. . 'It .. .. A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT INTEREST TAX CREDIT :" ,}V_ 5// - " s = $;:"': ;>.,1 ,,'"/I / " ./ 'IJ .; I _._ I = , ., - /. I ,,'"Ii"'! Ilt. = Interest accrues at the rate of six (61 percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $ ...., "i 2/,;-' -;:.,/ Assessed by:' , / i / ,. :;./ r:'; . A enl for'thl Common 11th See Information on Reverse Side g, t/ -,--.:-',; . ,'1' /"/ /h,~J - / .- .' / / _ //r-' /.', lA~){'"el, ~ . I /:) 'jf/--.t;1 1;(i/':l~TI~;"~~ 'I~R~TAN~~~ 7'/~ ~SS~~SME~('< p'-;L-<.- //1V';:C/ APPRAISEMENT, ALLOWANCE OR DISALLOWM'CE CONTROL NO. 1011;-/ecij DF DEDUCTIONS, AND ASSESSMENT DF TAX ,/7> V"rJ DATE _ - '- 'tJ /-- ESTAT[ OF ALSPAUGH JACOB \I FILE NO. 21 81-0348 M.IE OF DEATH 05-30-81 !;Q!.!!!!Y CUM8ERlJ\liD NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YDUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABDVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS, AQENT." IF TAX PAYMENTS ARE MADE WITHIN 3 ~HS OF THE OECEOENT'S OATE OF DEATH. A DISCOUNT DF 5% OF THE TAX PAID MAY BE DEIlOCTED. BUReAU OF EXAMINATION . f'.t:NN~YLVANIA DEPARTMENT OF REVENUE '- P,O. BOX 832.7 HARRIS8URG, PA 17105 JAIIES 0 FLOWER ESQ 1 \I HIGH ST CARLISLE PA 17013 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE g~'I .A.!-9~~, 'IHJ~ _L!~E_ - - - - - - - - - - - - - - - - - - - .. , - - - - - - - - - - - - - - - , - - - - - - - - - - - - - - - - - NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ALSPAUGH JACOB II fILE NO,21 81-0348 (X ) CHANGED - MATH ERROR TAX RETURN WAS: 1 ACCE~S FILED APPRAISED VALUE OF ESTATE: ,. Re~1 Estate (Schedule Al 2. Slock.s and Bond!; (Schedule 81 3. Closely Held Stock/Partnership Interest (Schedllle Cl 4, Mortgages end Notes (Schedule Ol S. Cash & Miscellaneous Personal Property (Schodule E) 6. Jointlv ~ned Property {Schedule Fl 7. Transfers (Schedule G) 8. ToUI Gross As~ets APPRDVED DEDUCTIONS AND EXEMPTIDNS: 9. Funef.l Expenses/AdministratIve Costs/Miscellaneous Expenses (Schedule H) , O. Debts/Mortgages/Liens (Schedule n ,1. ToU:1 Deductions 12. Net Value of Estate 13. Charitable Bequests (Schedule J) 14 N~\ V.hJ8 Subject to T,x ASSESSMENT DF TAX: 15. Amount of Hne '4 taxable at 6% rate , 6, Amount ot line 14 taxable at 15% rate 17. Principal T,x Due TAX CREDITS: r I I 08-28-81 029745 \ 159.00 \ "-,o-o~_ ""o~_ .00 THIS ASSESSMENT IS BASED ON. 1 SUPPLEMENTAL RE1'URN NO INTEREST IS DUE IF PAID BY 02-28-82 IF PAID AFTER DATE INDICATED SEE REVERSE FOR INSTRUCTIONS. PAYMENT DATE RECEIPT # DISCOUNT (+1 INTEREST H \ .1--. i i \ i --1l-----J . l TOTAL TAX CREDIT ~ 3,785.3L-i : BALANCE DF TAX. DUE I ~~~ III Bllance Due IS less than $1.00 no payment is requlredl ( 1) ( 21 I 31 I 41 I 5) ( 51 ( 71 . ( 9) 1101 ACN 101 DATE 08-24-82 22,000.00 .00 .00 .00 48.402.93 .00 .00 70,402.93 ( 81 10,313.87 .00 10,313.87 (60,089.0~ .UO 130,491.92, . 1111 112) (131 (141 (151 ( 151 126,491.99 4,000.00 7,589.52 600.00 8,189.52 X.05' X15. (171 AMOUNT PAID I ~ , I I 3,021.00 605.34 RET AIN THIS PORTION FOR YOUR RECORDS 8EV. 1~47EX (I-B2) BUREAU OF EXAMINATION NDTICE DF INHERITANCE TAX ASSESSMENT PENNSYLVANIA DEPARTMENT OF REVENUE APPRAISEMENT, ALLOWANCE DR DISALLOWANCE CDNTRDL ND. 101 P.O, BOX B327 HARRISBURG, PA 17105 OF DEDUCTIONS, AND ASSESSMENT OF TAX DATE !.e: 2 <1::-82 ESTATE OF ALSPAUGH JACOB W FILE ND. 21 81-0348 DATE DF DEATH ,Q5-=-3_Q-61 CDUNTY CJ!li~.BJ,_It!!D NOTE: TO INSURE PRDPER CREDIT TO YOUR ACCDUNT SUBMIT THE UPPER PORTIDN DF THIS NOTICE WITH YOUR TAX PAYMENT TD THE REGISTER OF WILLS OF THE AeDVE CDUNTY. MAKE CHECKS PAYABLE TD "REGISTER DF WILLS, AGENT." IF TAX PAYMENTS ARE MADE WITHIN 3 MDNTHS OF THE DECEDENT'S DATE OF DEATH. A DISCOUNT DF 5% DF THE TAX PAID MAY BE DEDUCTED. JAMES D FLOWER ESQ 1 W HIGH ST CARLISLE PA 17013 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE C;:l!~ ,A.!-9~~. ~Hl~ .L!N.E, _ , _ . - _ . - - - , - , - - - - - - - - - - - , - - - - - , - - , - - - - . - - - , ' - . - - . - - - . , NDTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX ESTATE DF ALSPAUGH JACOB W FILE ND.21 81-0348 T AX, RETURN WAS: I ACCEPTED AS FILED APPRAISED VALUE OF ESTATE: 1. Real Estate (Schedule Al 2. Stocks and Bonds. (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages and Noles (Schedule Ol 5. Cash & Miscellaneous Personal Properly (Schedule El 6. Jointly Owned Property (Schedule Fl 7. Transfers (Schedule Gl 8. Total Gross Assets APPRDVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule Hl , O. Debts/Mortgages/Liens (Schedule II 11. Total Deductions 12. Net Value of Estate 13. Charitable BeCluesls (Schedule J) 14. Net Value Subject to Tax ASSESSMENT DF TAX: 15. Amount of line 14 taxable at 6% rate 16, Amount of line 14 taxable at 15% rate 17. Principal T3X Due TAX CREDITS: PAYMENT DATE RECEIPT # DISCOUNT (+1 INTEREST H 159.00 .00 08-28-81 12-24-81 029745 069907 THIS ASSESSMENT IS eASED ON: 1 SUPPLEMENTAL RETURN NO INTEREST IS DUE IF PAID BY 02-28-82 IF PAID AFTER DATE INDICATED SEE REVERSE FOR INSTRUCTIONS, ACN 101 DATE 08-24-82 (X I CHANGED - MATH ERROR ( 11 I 21 ( 31 ( 41 I 51 ( 61 ( 71 22,000.00 .00 .00 .00 48,402.93 .00 .00 ( BI 70,402.93 ( 9) (101 10,313.87 .00 (11) (12) (13) (141 10,313.87 60,089.06 .00 130,491. 99 (151 (161 126,491.99 4,000.00 7.589.52 600.00 8,189.52 X.06= X,15= (171 AMOUNT PAID 3,021.00 605.34 TOTAL TAX CREDIT eALANCE OF TAX DUE 3,785.34 4,404.18 {If Balance Due IS less than $1.00 no payment is reCluiredl RETAIN THIS PORTION FOR YOUR RECORDS .' RECOW ' . rtr. ':" '82 All :J1 p; I" , "l""" ~ ,. , INFORMATION This document is the Nolice required to be given under Section 709 of the Inheritance and Estate Tax Act of 1961 (72 P.S. section 2485). If the tax is paid within three (3) 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 (6) 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 ~. and payment is made on 5-23-80, the interest is calculated as indicated below: STEP 1 Determine the rate at 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. Interest from 3-03-BO 10 5-23-eO Results in: 2 Months = 20 Days = Rate of interest = .010 + .00335 .01335 Balance of tax due Rate of interest INTEREST $2,000.00 x .01335 $ 26.70 Balance ot tax due $2,000.00 Plus Interest to Date of Payment (+) $ 26.70 TOTAL tax and interest to Date of Payment $2,026.70 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 month .005 4 months .020 7 months .035 , 0 months .050 2 months .010 5 months .025 B months .040 '1 months .055 3 months ,015 6 months .030 9 months .045 12 months ,060 1 day ,00017 11 days .00186 21 days .00352 2 days .00034 12 days .00203 22 dayS .00369 3 days .00051 13 days .00220 23 days .003B6 4 days .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 days .00437 7 days ,00118 17 days .00284 27 days .0045'\ 8 days .00135 lB days .00301 28 days .00471 9 days .00152 19 days .00318 29 days .004B8 10 days .00169 20 days .00335 30 days .00500 --------------------------------------------------------------------- Any party in interest. including the Commonwealth and the personal representative. n01 sati$fied with the appraisement and assessment may Object within sixty 160l days after receipt of this Notice as provided by Seclion 1001 of the Inherllance and Estate Tax Act of 1961 172 P.S, sec. 2485 - 1001). MAKE CHECK OR MONEY ORDER PAYABLE TD: "REGISTER DF WILLS. AGENT" DETACH THE TOP PORTION OF THIS FORM ANO SUBMIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTION BOOK FOR ADORESS.