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No. 21 m81
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
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IntheEstateof~U e.1'1'\.\ \J../. W \ III ";
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To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania.
, deceased.
Petitloner(s) is (are) the execut ~ Y' named In the Last Will and Testament of
Ev FJJ"" \.;.}. \1),\1\ S dated f\.^d~ fh 1)..4 ,I 'l.'ir"l.
Decedent wa a citizen of the United States and a resident of I.) M Ie!, 1/
Township (Borough), Cumberland County, Commonwealth of Pennsyl ania.
Decedent died on the 1-t~ day of M a 7 A.D. 19~, In the
County of C u -w- 'n l? '" I ~ "^ j , State of -1? ~ at the age of ~ years.
Decedent has (has not) been married and has (has not) had children born to him (her) since the ex-
ecution of the above described Will. ,. ~
Decedent was possessed of personal property to the value of ') tJ (J ('J Cl
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and of real estate to the value of
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as near as can be ascertained; said real estate situated as follows
Therefore, your pelltioner(s) respectfully apply(ies) for the probate of the said Last Will and Testa-
ment and for Letters Testamentary theron.
tDated ;'
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Name and address
of Petltloner(s)
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
C. R.DS" W,ll;l,
l ss
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,named In above application, being duly '!JW b,,( "'"
statements set forth in this petition are true to the best of
, , 5.....,,,..... t-... and subscribed before
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me, May 22
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June
9,
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according to law say(s) that the
\0\ I L, knowledge and belief.
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egister
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1981
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LAST WILL AND TESTAMENT OF
EVELYN W. WILLIS
I, EVELYN W. WILLIS, of Camp Hill, Cumberland County, Pennsyl-
vania, do hereby make, publish, and declare this as and for my
Last Will and Testament, hereby revoking any and all Wills by me
at any time heretofore made.
ITEM I. I order and direct that all my just debts and funeral
expenses be paid out of my estate by my Executor, hereinafter named,
as soon as may conveniently be done after my decease.
ITEM II. I give and bequeath the amount of $1,000 in cash to
the First United Methodist Church of Steelton, Dauphin County,
Pennsylvania.
ITEM III. If my husband, C. Ross Willis, survives me by 60
days, then I give, devise, and bequeath all the rest, residue, and
remainder of my estate to him absolutely.
ITEM IV. If my husband, C. Ross Willis, predeceases me, or
fails to survive me by 60 days, then I give, devise, and bequeath
all of my said residuary estate as follows:
Twelve percent thereof to my granddaughter, Ruth
Lynn Shelley.
Twenty percent thereof to my grandson, Kirk Robert
Shelley.
Wi tnesses: "
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Twenty percent thereof to my husband's daughter, Mary E.
Yovicsin.
Twenty percent thereof to my husband's daughter-in-law,
Lena B. Willis.
Sixteen percent thereof to my husband's son, Robert B.
Willis.
Twelve percent thereof to my husband's son, James R.
Willis, Sr.
If my residuary estate includes any shares of stock of
Commonwealth National Bank, Harrisburg, Pennsylvania, Kirk Robert
Shelley may elect to have such stock included in the bequest made
to him, to such extent as the then market value of the stock does
not exceed the amount of his bequest.
If either my granddaughter, Ruth Lynn Shelley, or my
grandson, Kirk Robert Shelley, should not be living when the
aforesaid bequest to her or him would otherwise have become effective,
the bequest made to her or him shall be added to the bequest made
to the other. If either Mary E. Yovicsin, Lena B. Willis, Robert B.
Willis, or James R. Willis, Sr. should not be living when the afore-
said bequest to her or him would otherwise have become effective,
the bequest to her or him shall go to her or his issue, per stirpes.
ITEM V. All estate, inheritance, legacy, succession, or
transfer taxes (including any interest and penalties thereon)
imposed by any domestic or foreign laws now or hereafter in force
Witnesses:,; ,
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with respect to all property taxable under such laws by reason of
my death, whether or not such property passes under this my Will,
and whether such taxes be payable by my estate or by any recipient
of any such property, shall be paid by my Executor out of my general
estate as part of the expenses of the administration thereof, with
no right of reimbursement from any recipient of any such property.
ITEM VI. I hereby nominate, constitute, and appoint DAUPHIN
DEPOSIT BANK AND TRUST COMPANY of Harrisburg, Pennsylvania (or its
successor or successors by any merger, conversion, or consolidation),
as Executor of this my Last Will and Testament and as Trustee of any
Trusts created by this will.
ITEM VII. Any property which becomes distributable to a minor
under ITEM IV of this will shall be held by DAUPHIN DEPOSIT BANK
AND TRUST COMPANY as Trustee for such minor during minority. In
the case of any such minor, the Trustee may during minority apply
such amounts of income therefrom as, in its sole discretion, it
deems proper for the support, education, and welfare of such minor
and shall accumulate any unexpended balance of income. Such amounts
may be applied directly or may be paid to the person who has the care
and control of such minor, without the intervention of any guardian.
The Trustee shall not be obligated to supervise or inqui.re into the
appli.cation of such amounts by any person receiving them, and the
receipt of such person shall be a complete release of the Trustee.
Wi nesses:
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Should the amount thus held in Trust for any such minor,
in the sole opinion of the Trustee, be or become too small to
warrant thus holding such fund, or should its administration be or
become impractical for any other reason, the Trustee, in its sole
discretion, may pay such amount, absolutely, to the parent or other
person maintaining said minor, or may deposit such share in the
minor's name in a savings account in a savings institution of its
choosing, payable to the minor at majority.
ITEM VIII. No interest of any beneficiary under this Will or
any Codicil hereto, shall be subject to anticipation or to
voluntary or involuntary alienation.
ITEM IX. I hereby expressly authorize and empower my Executor
and also the Trustee of any Trust herein created, in its sole and
absolute discretion:
a. To purchase or otherwise acquire, and to retain,
whether originally a part of my estate or sUbsequently acquired,
any and all stocks, bonds, notes, or other securities, including
stock of the Trustee, or any variety of real or personal property,
including stocks or interests in investment trusts and common
trust funds, as it may deem advisable, whether or not such invest-
ments be of such character as to constitute legal investments by
fiduciaries.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Lellers of Administration in and for the County of
C.ko".>".> \V\I\\':,
Cumberland, personally came
who, being duly ~ \.v a 'V \0\ ,do e. ; depose and say that as
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of the last Will and Testament of
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deceased
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will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And
also will diligently compi)' with the provisions of the law relating to Transfer Inheritances ~w..... t,and subscribed before me.
May 22
D 81
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DECREE
Be it remembered that on the
9th
day of
Evelyn W. Willis
June
81
,A.D.,19_, there was probated and
recorded the last Will and Testament of
late of
, Cumberland County, Pennsylvania,
Decease<l. Lellers Testamentary were grionted t) C. Ross wi 11 is ,
, Witness my hand and official seal the day and year aforesaid. ~.ai1' (2, ~~
Camp Hi 11
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:REV.449 E:X+ (J.aol
COMMONWEAL1H OF PEMMSYL VANIA
DEPARTMENT OF REVEMUE
TRAMSFE"~ INHERITANC~ TAX
RESIDENT OECEOFNT
*
AFFIDAVIT OF
FIDUCIARY
(Instructions on Reve"e Sido)
Estate of Eve~~n_\'I:_!l.~~~~~_ _'__'_
Lost Address __1,21__NOV':!!',})E!r..J:l!.i v,e
Dote of Deo/h
May 9, 1981
Social Security No. 174-20-3119-A
__~~mp-.!!_il~-,- PA.
17011
Bureou File No.
(CITY)
(STATE)
(7.11"1
County File No.
i2 / '- !( (- .35 oJ,
J. Decedent died:
( ) Intestate (without 0 will)
(x ) Testate (leaving 0 lost will--capy attached)
2,' Is tl,e filing of 0 Federal Estate Tax Return required for this estate?
3. ( X) Executor/Executrix ) Administrator/ Administratrix
C. Ross Willis
Yes_ No
X
Nome
Address
121 November Drive
Camp Hill, PA.
(CITY) (STATE)
17011
(ZIP)
4. All correspondence should be moiled to ( X) Attorney
) Fiduciary.
5. If on attorney is representing the estate, indicate:
Nome
William H. Wood
Address
210 Walnut Street (Box 1226)
Harrisburg, PA.
(CITY! (STATE)
17108
(ZIP)
List 011 safe deposit boxes registered in the decedent's individual namehar iaintly with, or os on agent or deputy
of another, or in decedent's individual nome with right of access by anot er os agent or deputy. Include the name
and address of the baak or other institution where the safe deposit box is located. the name (s) in which the box
is registered and the relationship of tho joint holders to the decedent.
NAME ANO AOORESS OF BANK OR OTHER IMSTITUTlON
IN WHICH DECEOENT MAINTAINED A SAFE OEPOSIT BOX
NAME OR NAMES IN WHICH
SAFE OEPOSIT BOX IS REGISTEREO
RELATIONSHIP OF JOINT
HOLDERS TO DECEOENT
Dauphin Deposit Bank & Trust
Evelyn W. Willis
Spouse
Camp Hill, PA.
Under penalties of porjury, I declare that I hove examined this return, including accompanying schedules and
statements, and to the best of my knowledge and belief it is Irue, correct and complete.
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SIGNATURE OF FIOUCIARY
September lY-, _1981
DATE
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Rl:W.4~0 EXt (IO-eO)
COMMONWEAL TM OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
(Instructions on Reverse Side)
.
,
ITEM DESCRIPTION ESTIMATED DEPARTMENT
NO. MARKET VALUATION
VALUE (OFFICIAL USE ONL YI
None
i
,
TOTAL ~...e.. "A
./Vl7
ESTATE OF EVELYN W WILLIS
.II additianal space is necessary, use 8Y2" x 11" sheets.,
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, withinlwo yenls of denth, mnke nny ll;1nsfer of nny material part of his estato without receiving
valuable and adequate consideliltion? (Answel "Yes" 01 "No".)
2. Did decedent, willlin lwo years of doalh, transfol property from himself/ herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) _
3. If the answer to one ollwo above is "Yes" and the transfers are clain:ed to be nontaxable, provide the following
information:
a. Age of decedent at time of transfer,
b. Copy of death certificate.
c. Affidavit by Ihe allending physician indicating !lIe stale of decedent's health ,11 time of transfer.
d. All other information supporting nont<lxability of transfer.
4. Did decedent, in his/her lifetime, make <Iny transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or aller his/her death? (Answer "Yes" or "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".)
b. Wlwt was the transferee's age at lime of decedent's death?
5. Did decedent in his/her lifetime nwke <Iny transfer without receiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly leserves 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".) -
b. The right to designate the persons who shall possess or enjoy the properly transferred or income therefrom?
(Answer "Yes" or "No".)
6. If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others.
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".)
8. Did decedent, at any time, transfel property, the beleficial 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 lJy operation of
law? (Answer "Yes" or "No".)
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".)
REV-4t14 "E.X+ (8-80)
CbMMONWEAL TI1 OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTL V OWNED PROPERTY
(/flstmctions Oil RlJVfJr!W Sic/c)
Estate of EVELYN W. WILLIS, DECEASED
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ITEM ---I TOTAL Pe VALUE OF DEPARTMENT
DESCRIPTION MARK ET RCe DECEDENT'S VALUATION
NO. ,-,-,.------ VALUE NT INTEREST (OFFICIAL USE ONL YI
1. Certificate of Deposit I $ 5,013.35 None
002-15-02789 Loan!
State Capital Savings &
2. Certificate of Deposit
002-15-01669
State Capital Savings & Loan
10,781. 09
3. Checking Account
Dauphin Deposit Bank & Trust
company
1,936.69
4. Bank Account
State Capital Savings & Loan
399.44
5. NRTA-MRP
Money ~Iarket
Certificate #783763
507.57
L
None
None
None
None
TOTAL $18,638.14
.-+v~ 6'-13
II additional spaca is nacassary, usa B'/2" x 11" sheets.
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship, 80th tangible and intangible property are to be
included. List real estate first.
1. Describe all real property as indicated in the instructions for Schedule "A," Describe all personal property
as indicated in the instructions for Schedule "8." 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. Indicate the percentage of the decedent's interest.
4. Indicate the market value of the decedent's interest.
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LETTERS TESTAMENTARY
, .
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND )
BY THE TENOR OF THESE PRESENTS
I,
MARY C. LEWIS
I Esq"
Register for the Probate of Wills and Granting Letters of Administration
in and for the County of Cumberland, in the Commonwealth of Penn-
sylvania, do make known unto all men that on the 9TH day
of JUNE ,1931 ,at Carlisle,
before me was proved, appeared and insinuated, THE LAST WILL
AND TESTAMENT OF
EVELYN W. WILLIS, LATE OF
BOROUGH OF CAMP HILL, CWBERLAND COUNTY, PENNSYLVANIA, DECEASED,
(a true copy whereof is to these presents annexed), having whilst SHE lived at the time of HER death divers goods
and chattels, rights and credits within the Commonwealth, by reason whereof the approbation and insinuation of the said Last
Will and Testament, and the committing the Administration of all and singular, the goods and chattels, rights and credits,
,
which were of the said deceased, also the Auditing the Accounts, and Calculation and Reckoning of the said Administration to
me are manifestly known to belong. And that Administration of all and singular, the goods and chattels, rights and credits of
the said deceased, and way concerning HER I ast Will and Testament, was committed to C. ROSS WILLIS
in the said Testament named EXECUTO R
having first b~'Cn duly qualified will and truly to administer the goods and chattels, right and credits of the deceased, and make
a true and perfect Inventory thereof, and exhibit the same into the Register's office, in the borough of Carlisle, within thirty
Jays from this date, and also file a just and true account, calculation and reckoning of HIS
administration when lawfully required, and diligently and faithfully to regard, and will and truly comply with the provisions of
the law relating to Collateral and Direct Inheritances. Decedent died on the 9TH day of
MAY , 1cJ3...L., according to affidavit properly filed.
In Tadmony Whereof, I have hereunto set my hand and caused the seal of said office to be hereunt<J affixed, dated at Carlisle
Jforcsaid, the 9TH day of JU NE
,n the year of our Lord One Thusand Nine Hundred and EIGHTY-ONE
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3.
with respect to all property taxdble under such laws by reason of
my death, whether or not such property passes under this my Will,
and whether such taxes be payable by my estate or by any recipient
of any such property, shall be paid by my Executor out of my general
0stat0 as part of the expenses of the administration thereof, with
no right of reimbursement from any recipient of any such property.
ITEM VI. I hereby nominate, constitute, and appoint DAUPHIN
DEPOSIT BANK AND TRUST COMPANY of Harrisburg, Pennsylvania (or its
successor or successors by any merger, conversion, or consolidation),
as Executor of this my Last Will and Testament and as Trustee of any
Trusts created by this Will.
ITEM VII. Any property which becomes distributable to a minor
under ITEM IV of this Will shall be held by DAUPHIN DEPOSIT BANK
AND TRUST COMPANY as Trustee for such minor during minority. In
the case of any such minor, the Trustee may during minority apply
such amounts of income therefrom as, in its sole discretion, it
deem!; proper For thr: support, educ.:.tion, and welfare of SIll'!) ~'illor
and shall accumulate any unexpended balance of income. Such amounts
may be applied directly or may be paid to the person who has the care
and control of such minor, without the intervention of any quardian.
The Trustee shall not be obligated to supervise or inquire into the
application of such amounts by any person receiving them, and the
receipt of such person shall be a complete release of the Trustee.
Witnesses:
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Should the ulnount thus held in Trust for any such minor,
in the sole opinion of the Trustee, be or become too small to
warrant thus holding such fund, or should its administration be or
become impractical for any other reason, the Trustee, in its sole
discretion, may pay such amount, absolutely, to the parent or other
person maintaining said minor, or may deposit such share in the
minor's name in a savings account in a savings institution of its
choosing, payable to the minor at majority.
ITEM VIII. No interest of any beneficiary under this Will or
any Codicil hereto, shall be subject to anticipation or to
voluntary or involuntary alienation.
n'EM IX. I hereby expressly authorize and empower my Executor
and ulso the Trustee of any Trust herein created, in its sole and
absolute discretion:
a. To purchase or otherwise acquire, and to retain,
whether originally a purt of my estate or sUbsequently acyuired,
any and alI RtockR, honds, notes, or oth0r securitiPR, inrol'l.lino
stock of the Trustee, or any variety of real or personal property,
incLuding stocks or interests in investment trusts and Gommon
trust funds, as it may deem advisable, whether or not such invest-c
ments be of such character as to constitute legal investments by
fiduciaries.
Witnesses:
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b. To sell, lease, pledue, mortgage, transfer, exchange,
convert, or otherwise dispose of, or grant options with respect to,
any and all property at dny time forming a part of my estate or of
any Tr'ust Estate, in such manner, at such time or times, for such
i'urroSl'~, for such prices, and upon such terms, credits, and
conditions as it may deem advisable. Any lease made by the Executor
or by the Trustee may extend beyond the period fixed by statute for
leases made by fiduciaries and beyond the duration of the Trust
involved.
c. To borrow money for any purpose connected with the
protection, preservation, or improvement of my general estate or
of any Trust Estate whenever in its judgment advisable, and as
security to mortgage or pledge any real estate or personal property
of which I may die seized or possessed or forming a part of any
Trust Estate, upon such terms and conditions as it may deem advisable.
d. To vote in person or by general or limited !?roxy with
respect to <In'' shar0s of stock or nth0r ';0<:"uritiro,-; held I'.' 'I. In
consent, directly or through a committee or other agent, to the
reoryanlzation, consolidation, merger dissolution, or liquidation of
any corporation in which my estate or any Trust Estate may have any
interest, or to the sale, lease, pledge, or mortgage of any property
by or to any such corporation; and to make any payments and to take
Ivi tnesses:
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any steps which it may deem necessary or proper to enable it to
obtain the benefit of any such transaction.
e. To hold invc:;tments in the name of a nominee.
f. To complete, extend, modify, or renew any loans,
notes, bonds, ~ortgages, contracts, or any other obligations which
I may own or to which I may be a party or which may be liens or
charges against any of my property or against my estate, although I
may not be liable thereon, in such manner as it may deem advisable;
to pay, compromise, compound, adjust, submit to arbitration, sell
or release any claims or demands of my estate or any Trust Estate
as it may deem advisable, including the acceptance of deeds of real
property in satisfaction of bends and mortgages, and to make any
payml'lIts in connection ther0with which it may deem advisable.
g. To make distribution of my estate or of the principal
of any Trust Estate in kind and to cause any share to be composed
of cash, property, or undivided fractional shares in property
di'fferent in h nd from any othGr shAr",.
h. 1'0 ex(~cute and deliver any and all instruments i.n
writing which it may d'!em advisable to carry out any of the fore-
goinq pO\':ers. No party to any such instrument in writing signed
by the Executor or by the Trustee shall be obliged to inquire into
1'Ii tnes~;es:
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its validity, or bQ bound to see l.C the application by the Executor
or by tile Trust"" of any monel' or other property pair! or delivered
to it pursuant t,) tll<~ terms of any such instrument.
l~J WI~'NI::SS IVHEREOF, I, EVELYN W. WILLIS, the Testatrix, have
to thi s Last \\j 11 and Testament, written on seven (7) sheetR of
paper, set my hand and seal tili s ). If
day of March, 198I.
Signed, sealed. ~ublished
and declared by thQ above-
named, EVELYN W. WILLIS, as
and for her Last IH 11 and
TCRtament in the presence
of us who have hpreunto
sub,,;cribed our :l.:lmes at
hQr request as witnesses
thc!reto, in the presence
of the said Testatrix, and
of each other.
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EVELYN W. WILLIS
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COMMONWEAL TH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEOENT
INHERITANCE TAX
APPRAISEMENT
gORIGINAL
o SUPPLEMENTAL
Estate af
R,,~ 1 yn "1 t.]i 11 i ~
File No. -__..2k8h0351
Coun ty
Cumbel'land
Date of Death
May 9, 1981
In the event that any future Interest In this estato Is transferred In paue5slon or enlayment 10 collateral heirs of the decedent after the
expiration of any estate for life or for years, the Commonwealth hereby expressly resorvos the right to appraisCt and assess transfer
Inheritance taxes at the lawful collateral rote on any such futuro Interest.
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
ASSET SUMMARY
DEPARTMENT'S
APPRAISED VALUE
1. Total Real Property _ SCH. "A" . . . . .. $
2. Total Personal Property _ SCH. "B". . . . $
3. Total Jointly Owned Property _ SCH. "E" $
4. Total Transfers - SCH. "C". . .'. . . .. $
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Unreported $
Unreported $
Unreported $
Unreported $
$ NonE=!
$ --33,284.2S
$ -1Ione
$ None
$
33,284.25
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Nonp.
D LIFE ESTATE
TOTAL GROSS ASSETS
OREMAINDER
OANNUITY
TOTAL VALUE
s
I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this
day with the Register of Wills. ~~'" ~ ~
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'APPR6'tER DATE
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COMMONWEAL Tit o~ PENNSVI.VANIA
DEPARTMENT o~ REVENUE
TRANSFER INHEIlITANCE TAX
RESIDENT DECEDENT
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SCHEDULE "F"
STAHMENT OF DElm:
AND DEDUCTIONS
.....
Estate of EVELYN W'. WILLIS DateofDcalh May 9, 19~!:.....,.
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No.
Claimant
C. Ross l~illis
Rnl,.tionship to Decednnt ~ouse
Claimant's Address
ITEM ,- -_.-
NO. DATE NAMF. o~ PAVEE
1 5-21-8 Stone Funeral Home
- --.
2 5-21-8 Rollin Green Cemetery
3 6-29-8 Cumb Law Journal
4 6-29-8 l~est Shore Times
5
6 9-21-8 William H. Wood
7
IlF.MAIlI<S
AMOUNT
Funeral E~penses
Bronze ~Iarker
Advt. Grant of Letters
Advt. Grant of Letters
Family Exemption
Attorney Fee
Filing Costs
$2,51B.00
710.00
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19.88
2,000.00
475.00
100.00
TOTAL THIS PAGE r-s;, 840.88
I hereby certify that to the best of my knowledge and helief the foregoing is a just and trlle slatement of debts, funeral
expenses and expenses of administration submitted to the estate a, deductions for Inheritance Tax pur o~es. (v(
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OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ 424tJ, %'9
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PERCENT.
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DATC
GE~IEI~AL INHERITANCE TAX INFORMATIOI\J
Unsatisfied liabilities incurred by the decedl1nt prior to his/her death arc deductible a[lainst his/her taxable estate.
, In addition to dl1bts incurmd by the decedent or r.st:lte, other itr.rns are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses im:ludin[l the cost of a burial lot, tombstone or grave marker.
All debts hein[l r:laiml1d auainst an eslall1 arc: ~ulljncl to the approval of the Re[lister of Wills with whom the
Inheritance Tax Return is filed. Evidmlce to SUPPOI t the decedent's or the estatc's liability for thl1 debts being claimed
should be attached to this schedule,
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania,
If there is no spouse, or if the spollse has forfeited his/her rights, then any child of 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 or parents who are members of the same household as the decedent.
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INSTRUCTIONS FOR COMPLETI~JG SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the ilmount 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. Provide a brief explanation in the remarks colmnn for each debt claimed.
6. Enter the amount of each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
5S:
C. Ross Willis
is Executor
being duly sworn un according to I.w, doposes .nd s.ys th.t he
of the Est.te of Evel yn W. Willis
I.te of _CEffiP'_Ht}l , Cumberl.nd County, P.., dece.sed .nd th.t the
within is en inventory m.de by --.hA-m " the s.id Executor
of the entire est.te of said decedent, consisting of all the person.l properly .nd real estate, except re.1 estate outside
the Commonwe.lth of Pennsylv.nia, .nd that the ligures opposite each item of the Inventory represent it's f.ir v.lue
.s of the date of decedent's de.th.
September 24,
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Executor . Adminht~m
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121 November Drive i.li:;,
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Camp Hill, pennsylv~~ia
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Address ~_~ u:
Sworn to
and subscribed before me,
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Date of De.th
Ninth Day_ of May
D.y
1981
Month
Year
INSTRUCTIONS
I. An inventory mllSt be filed within three months alter appointment of person.1 representative.
2. A supplement inventory must be filed within thirty deys of discovery of addition. I a..ets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduci.ries Act of 1949.
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COMMONWEAL TH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLlCA TION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
-------.- --'--
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE,
Application is "ereby made far Clment to t"e transfer of t"e following securities of 0 Pennsylvania
Corporation or 0 Notional Banking Association located in Pennsylvania:
DATE
(0) 206 share~b) The Conunonwealth National Bank (c) common stock
(NOTE: In describing securities enter in (a), ab CHe, eit"er t"e number of shores of stock or t"e face amount of
registered bonds, in (b), the nome of the issuing company and in (c) the class of stock or t"e stated interest rote
and maturity date of registered bands.)
ISSUED ON
,and having a TOTAL MARKET VA<LUE OF $
(Oo'e)
as of the dote of death of the decedent, Evelyn 1'1. Willis
(Name of Decedent)
,on May 9, 1981
(Date of death)
who was late of
121 November Drive, Camp Hill, Cumberland County, Pennsylvania
(Street nnd Number)
(Post Office)
(County)
(Stat.)
The securities are registered os fallows:
Evelyn W. Willis
(Name or names In which certificates ora registered)
kDMllmTRATO-R) c. Ross Willis
EXECUTOR) (Nom.)
121 Noverr~r Drive,Camp Hill, Penna.
(Address)
NAME OF APPLICANT c. Ross \tlillis
COUNTY FILE NUMBER 21-81-353 ADDRESS OF APPLICANT 121 November Dr. ,Camp Hill,Pa.
BUREAU FILE NUMBER SIGNATURE OF APPLICANT it d?az Wa.ff v
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPi:.fcHmR',rITCVlii.t~b't\1:
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEAL TH OF PENNSYL VANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
DATE '1-o1.5=-fj
I hereby consent to the transfer of the above securities now registered in the nome of the aforesaid
Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
as amended and the Act of June 15, 1961, P.L. 373, os amended. This is also in accordance with the provisions
of the Act of April 9, 1929, P.L. 343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
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Signed far the Secretary of Revenue
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COMMONWEALTlt Of PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR CHARITABLE EXEMPTION
FROM PENNSYLVANIA TRANSFER INHERITANCE TAX
(Act of Mo)' 28, 1956, P.L. 1757, and Act of June 15. 1961,
P.L. 373, as amended)
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Application is herehy flied lor the approval
of an exemption from Pennsylvania Transfer
Inheritanco Tax on the transfer of the property
descrlhed below:
21-81-353
1. Bureau File n_'_'
2. Date 01 Death __,_
May 9, 1981
'-~;'-l~- /fY I
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elyn W. willis
3. Date 01 Approval
4. Name 01 Decedent
5. The Commonwealth's appraised value 01 the property lor which an exemption is claimed Is $ 1,000.00
(Nate: Where the property is ather than a specilied amount 01 cash, the exemption cannot he approved until the value of
the property has heen estahlished hy appraisal by the Commonwealth, except in those cases where the alnaunt of the gift
or bequest represents c stated fractional or percentage portion of the entire estate or the entire residue. In t~ose caies
enter such fractional or percentage amount above).
6. Check the manner in which the transfer was effected and submit a copy of f'lt: document authorizing the transfer, unless
such material has heen previously liled.
WILLS;
DEED 0;
TRUST INDENTURE 0;
SURVIVORSHIP 0;
OTHER 0;
(If ather, explain)
7. Correct Business Name and Address of Charitable Organization receiving property:
NAME Pirst United Methodist Church
Fourth & Pine, Steelton, PA. 17113
ADDRESS
8. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct.
Signature 01 Applicant
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AddressolApplicant-.!.21 Novemb(!F Drive, Camp Hill, PA. 17011
Official Title Executor ?f Date September '}. Y , 1981
Estate of Evelyn W. Willis
This form must be complotad in triplicato and all thrOe! copies delivered to the Register of Wills for tho Count)' in which the decedent
resIded, or in which letters were issued for (I non.resident decedent's esfote. If the decedt!nt was 0 non-resident of Pennsylvania and
letters were not Issued b)' 0 Penns)'lvanla Register of Wills, deliver 011 three copics to the Director, Buroau of County Collections,
,Penno. Deportment of Revenue, 26 S. 4th Street, Harrisburg, Po.
Do not write helow this line. Far Official Use Only
Referred to Bureau Headquartors
Approved 0
For Secretary of Revenue
Denied' 0
(Initials of Register of Wills)
(Authorized Signature)
(County)
(Title)
(Date 01 Relerral)
(Date of Action)
-- See reverse side for reasons
MUST BE FILEO IN TRIPLICATE
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
COUNTY flL' NU:
DATE
TO:
ESTATE
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DATE OF DEATH
Appraised VOIUll of Estate:
Reol EstDte
$
Personal Property
+
JOintly Held Property/Transfers
+
TOlal Gross Estate
$ "
",'.:,
Total Approved Deductions
~/
Clear Value 01 Estate
$
'/
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less: Approved Charitable Exemptions
Clear Value of Estate SlJbject to Tax
$,
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Amount Taxable @ 6% Rate
$
lax due
.>
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Amount Taxable @ 15% Rate
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
.. .. .. ,. ... .. A five percent discount totaling
will be granted if the Inheritance Tax is paid by
$
less Credits:
DA TE OF PA YMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
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$
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ImereSI accrues at the rate of six (6) percent por annum
on the unpaid balance of Inheritance Tax from
to dale of payment. Interest duo if paid by
is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
$
Assessed by:
Sl'e Inlormalion on Rlmm:.e Side Agonl fOrln. Comm,nweilth
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