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lAST IHI.1. AND n:STAi'lEN'I'
L SIIM'F1::H A. IVl I.I..I,A~IS, 0 l:' the Township o\:' Upper At Len, Coun ty
of Cumberland and COl1unol1\vea I th 0 \:. l'cllnsy tvania, being of sound and
disposing mind, memOl'y aud under'standing, do make, publish and declare
this as and for my Last I~ill and 'J'estamen t, hCl'eby revoldng and making
void atl formel' w:i.l1.s and eodJe:i.ts by me at any time heretofore made.
fIRST. larder and direct that all my just debts and funeral
expenses be paid by my Exeeutor or' ExeelltJ'ix, as the case may be,
hereinafter named, as soon as (~onveniently may be done afteJ~ my deeease,
SECOND. If my wife, CATIlERlNE WILLINIS, should survive me, 1
give, devise and bequeath all the rest, residue and remainder of my
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Estate, real, pe1'sonal and mixed, whatsoever and wheresoever situated,
unto GENE W. HOLLINGER, my testamentary trustee, in trust, neve1'the-
less, to hold, manage, inves.t and reinvest the same for and duping the
natural lifetime of my \vife, CATHERINE I~ILLIAMS, and to use, expend
and apply such amounts of income and pl'incipal as my said Tl'ustee in
the exel'cise of his discretlon shall deem neeessary and propel' fop the
comfol'table SUppOl't, cape and malntenanee of my sald wife duping her
natural lifetime; and upon .the death of the said CATHERINE WILLIAMS,
I Ol'de1' and direet that the then remaining balance of said tl'ust shall
be distributed and disposed of as follows:
A. I give and bequea.th the sum of Two Thousand ($2,000.00)
Dolla1's unto the CUMBERLAND COUNTY CHAPTER Of TilE AMERICAN
CANCER SOCIE'fY, absolutely.
B. I give, devise und bequeath all the pest, l'esidue
and l'emainder of sald estate unto GENE W. HOl,LINGER and
DOROTHY J. HOLr,fNGER, 01' the survivor of them, absolutely,
TIIlRD. If my wlfe, CATIIERINI, IHLLIA/olS, should predeeease me,
LAW On'ICf.a
SNELDAKER.
McCALEB 6: ELICKER
then and in that event, I ortlel' and direr't that my Estate be dlstl'ibllte
and disposed of as follows:
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-.
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A. I give ami beCjueath .the sum of Two 'l'lwlIsaml ($2, UUO, OU)
Dollars unto the CLlNUERIJ\NIJ COUN'I'Y CIIAI'TER OF THE AMERICAN
CANCER socn::tY, absolutely,
ll. I give, devise amI bequeath all the rest, residue
and remainder of my Estate, real, personal and mixed, whatso-
ever and wheresoevel' situated, unto GENE W. HULLINGER and
DOROTHY J. 1l0LI,INGER, 01' the survivor of them, absolutely
and in fee simple.
LASTLY. I nominate, constitute and appoint GENE W. HOLLINGER to
be the Executor of this, my Last \vill and Testament, but if he should
fail to qualify as such Executor (01' as Trustee under the Trust created
in Item Second above) OJ' cease so .to serve in either capacity, then and
in that event, I nominate, constitute and appoint DOROTHY J. HOLLINGER,
to be the Executrix hereof and the Trustee under Item Second, each and
both to serve without bond.
IN IVITNESS \vHEREOF, I, SHAFFER A. WILLIAMS, have hereunto set my
hand and seal to this, my Last Will and Testament which consists of
two (2) typewritten pages to each of which I have affixed my signature
this If g. day of February, A. D., One Thousand Nine Hundred Eighty
(1980) .
!II' /"\ r' ,
.-< ('f4aij-VI../ c..{, ri -l..[ft...ti.,-nvJ
(SEAL)
The preceding instrwnent, consisting of this and one (1) other
typewritten page, each identified by the signature of the Testator,
was on the date thereof signed, sealed, published and declared by
SHAFFER A. I'll LLIAMS, the Testa tor therein named, as and for his Last
Will and Testament, in the presence of us, who, at his l'equest, in his
pres:nce, and in the presence of each ot]le~aye ,ibed our names
as w~tnesses hereto. //, /, J
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LAW O"'ICES
, SNELBAKER,
MCCALEB a ELICKER
S'i6
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.... . .
OATil (n' SUIISCItIllING WITNESS
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND
This ~3rd day or .11111Q. A,D,,19 81.,
before me, Register for the Probate of Wills and granting letters of Administration in and for said County of Cumberland, in
the Commonwealth of Pennsylvania, personally came
IUclwt'd C. Snc1.bakct' i111l1 Cntll1ll'JIll! !:, 1l0llsIlIII
the subscribing witnesses to the foregoing instrument of writil.g purporting to be the last Will and Testament of
SI", ffet' A. \~Hl.ial11s
Dated_
Februut'y 4, 1.980
late of
Eust PennsbOI' 'l'ownshJo
Cumberland County Pa., deceased who being duly
sworn
according to law, depose and say, that.
thcv we t'C present, and saw and heard the testa to!"
Shaffet' A, Wil1.Jnms
sign, seal, publish, pronounce and declare the said
instrument of writing as and for h is
Testament and Last Will, and at the time of so doing
hp
was o(sound and disposing mind memory and understanding, to the best of~
knowledge, observation and belief. / "/ ()
Swot'n to and subscribed before {{<Xl?
Itie 11[1 I'd
QUt'
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Register
(-:J ~'. ,t? ij
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L.' I. e E. Bousum
AHIDA VIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND \
Gene W. Ho1.1inger
being duly
sworn
says that as nearly as can be aseertainert the said decedent
Shaffer A. Wil1.iol11s
died on
Sa tu rday the 13th day of
at or about 6:30 o'clock, -LM,
Sworn to and subscribed this
23rd day of IJune
June
A,D"l9M,
~ J I ,
.--/' r J L.~~' "'f~~'~"-?--
Gene 1'1. Hollinget'
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Register t:)'"'J'(
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OATH OF PERSONAL R.:I'RES.:NTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
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Before me, Ihe Regisler for Ihe Probate of Wills and granling of Letlers of Adminislralion in and for the County of
Cumberland, personally eame
Gen(! \~, Ilol Lingel'
who, being duly Swol'n
,do es
depose and say that as
Exe(!lI tal'
of the last Will and Testament of
fih" tTel' ^. Williams
deceased
he
will well and truly administer the goods and ehatlels, rights and credits of said deceased according to law. And
also will diligently comply with the provisions of the law relaling to Transfer Inheritances, fiwol'l1 and subscribed before me.
23,
June
A,D" 19~
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DECREE
Be it remembered that on the
24th day of June ,A,D.,19~.L, there was probated and
Shaffe!' A, Williams
recorded the last Will and Testament of
East Pennsbol'o Township,
late of
, Cumberland County, Pennsylvania,
Gene W. Hollinge!'
Deceased. Letters Testamenta!'y were granted to
Witness my hand and official seal the day and year aforesaid.
878
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" P' ,Register
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REV.lfiOO EX t 19.011
BUREAU OF EXAMINATION
PENNSYLVANIA DEPARTM~NT or REV~NUE
P,O, ROX 8327
HARHISBURG, PA 17106
INHERITANCE TAX RETURN
RESIDENT DECEDENT
.,
.-..J
File Number
-
--
Decedent's Neme (Lest, Firsl, end Mlddlelnilloll
\vilU""'H Sl1l1l'1'c'I,' ^
DECEASED. - .
SeclOl Securily Numbor 0.10 el Doelh
21J:l-%-b')3') .JlIlll' n, .I1)HI
~1-HI-iHi
Ooccdont's Address
7711 1'01'.1 ill' CIIlII.''''1. !lolld
ClI"'P lIi:U, i'('IIIIHylvlIIILI 171HL
CHECK
1, Orlginel Relum 0
2, Supplomontel Rotum 0
3, Romeinder Rotum 0
5, Fedorel Esteto Tax 0
Rotum Raqulrad,
6, O"edenl died testota n 7, Oocsdont molntained . living 0 8, Number ef sefe dapesit 0
(Attech cepy of Willi W trust (Attach cepy er Irustl boxes inventoried
All correspendence and confidential tex infermetion sheuld be dirocled to:
'1'1 lvest ~Iain Street
1'.0, Box 318
Necl1anicsbur. P^
State
APPRO.
PRIATE
4, LifeEstaleQ
BLOCKS
CaRRE.
SPDNDENT Neme
SnelbBkcr, McCaleb
Telephone Ne,
717-(i97-8528
(\: Elicker
Address
City
Recapitulation
I. Real Estate (Schedule AI { II
2, Stocks end Bends (Schedule B) ( 2)
3, Closely Held Stock/Partnership Interest (Schedule CI I 31
4. Mortgages and Notes (Schedule 01 ( 4)
5, Cash & Miscellaneeus Personal Preperty (Schedule EI ( 51 G,791.87
RECAPIT. 6. Jeintly Owned Property (Schedule FI ( 6) li ,57'1.5'1
ULATlON 7, Transfers (Schedule GI ( 71 3'1.000.00
8. Total Gross Assetsltetal lines 1-71
AND 9, Funeral Expenses Administrative Costs/Miscellaneeus
Expenses (Schedule H) ( 91 1,GUG,UO
TAX 10, Debts/Mortgages/Liens (Schedule I) (to) 627,2U
11. Total Deductiensltolallines 9 & 101
12, Net Value of Estale liIne B minus line III
CALCU. 13. Charitable Bequests (Schedule J)
LATION 14, Net Velue subject te tax (Jine 12 minu, line 131
( BI
(Ill
(t21
(13)
(t41
Cemputation of Tax
15, Amountofllnel4taxableat6%rete (t5) '173.05
Onclude values from Schedule K)
16, Amountofline 14 taxable at 15% rete (161 'IO,6GO.JG
Onclude values from Schedule KI
17, Principal tax due (add tax from line 15 plus tax from line 16)
lB, Total Prior peyment>:
(al Amount Paid
(b) Plus Discount
(cl Mlnuslnlerelt (t81
19, Balance Oue (line 17 minus line 18)
Make Check Payable to: Regilter of Wills, Agent
... PLEASE RECHECK MATH' ..
x,06=
x,15=
(17)
(191
l705S
Zip
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'15, 3ilG.lil
'C
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2,233,20
li3,133.21
li3,133.21
28.38
6,099.02
G,127.'IO
G.127.'I()
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and 10 the best of my knowledge
and belief, it is Irua, correct, and complete, O,claratlon of preparer other than the personal representative is based on all Information of which preparer has
any knowJpdge,) 2'12 L SOLI th ~I[J pke t S t p"c t
, -,d .0 .L~~ - ~1"cl1anicHblll'g, P^ L70S5 /o/)//S 2-
SIGNATURE OF PERSONAL'RlPRESENTATIVEISI ADDRESS . DATE
Sne1bn.e , ~CCil eb K EU"kcl' lJlJ \Vl'st ~Iiljn Street
. ~ \
BY:-{--,,,,"'<,; .':it t//./-"t---
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
Nl'el1i1niesbUl'g, P^ 17055
ADDRESS
/rJ/?I/SZ
DATE
Il:lV.l~lX+(',1I1
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF SHAFFER A. WILL1A~lS
SCHEDULE "F"
JOINTL Y OWNED PROPERTY
FILE NUMBER
21-H1-1t!:1
(Thl. Ichtdu'l must be completed If the decedent, It the time of hIs or her dlath, owned any propertY as IS lolnt tenant with thl right of lurvlvorthlp.l
Joint tenant(s):
NAME
A, Gene Hollingel'
B,
C,
Jointly owned property:
ADDRESS
2421 South MUl'ket Street
MechunicsiJul'g, PA 17055
RELA TfONSHIP TO DECEDENT
Ne[llw\II
ENTER
ITEM LETTER FOR DESCRIPTION OF PROPERTY TOTAL VALUE DECEDENT'S DOLLAR VALUE OF
NUMBER JOINT TENANT OF ASSET % INTEREST DECEDENT'S INTEREST
1. A, Checking Account No.
200-012-3, ril'st Banl<
and Tl'ust Com[lany,
opened 1/23/81; Balunc '
on date of death $4,573.88 100 $1i,573.88
accrued interest 0.66 100 0.66
TOTAL (Also enter on line 6, Recapitulation) $ Ii, 571i. 51i
(If more splc.11 nHd-.d In..rt addltlonlllh"" of lemelllZl)
REY,1510lX+ (9.81)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SHAFFER A. \~lLJ.JMIS
SCHEDULE "G"
TRANSFERS
FILE NUMBER
21- 81- 38 3
1. Did decedent make any lifetime transfer of property without receiving a valuable and adequate consideration which was
to take effect in possession and enjoyment at or after death, or in which the decedent retained either:
a, the Possession or enjoyment of or the right to income from the property trensferred? or,
YES NO
b. the right to designate the persons who shall possess or enjoy the property transferred or income; or
c. a reversionary interest?
x
X
X
------------------- - - - ---- ------
2, Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to,
or for the benefit or care of, decedent?
------------ - ----------- ------ ---
3, Old decedent, at any time, transfer property, the beneficial 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?
X_
------------------- ----- -----
X
4. Old decedent within two years of death transfer a material part of his or her estate without receiving a valuable and
adequate consideration?
- --- -- - - - -- ------- - ------- - ---
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. DESCRIBE THE PROPERTY BELOW,
DECEDENT'S DOLLAR VALUE
ITEM ASSESSED TOTAL VALUE % OF DECEDENT'S
NUMBER DESCRIPTION OF PROPERTY VALUE OF ASSET INTEREST INTEREST
A, Real Estate:
1.
1,
B, Personal Property:
On July 16, 1979, Shaffer A. \\1illi'ms
(decedent herein) transferred cash
in the amount of $3,000.00 each to
Gene Hollinger, nephew of decedent
Dorothy Hollinger, Michael Holling r
and Gail Hollinger. $12,000.00 100
On January 23, 1981, Shaffer A. \~i liams
(decedent herein) transferred cash
in the amount of $3,000.00 each tu
Gene Hollinger, nephew of decedent
Doroth Hollinger, Michael Holling r
TOTAL (Also enter on line 7, Recapitulation)
CONTINUED ON PAGE 2
Of mar. Ipac. II nHded In..rt additional Ih..ts of I.me .Izt)
$12,000.00
2.
$ Continued
IlEY.1510EX+ (9.81)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SlIAfFEH A. \vlLLJANS
PM:E 2
SCHEDULE uG"
TRANSFERS
FILE NUMBER
21-H1- 3H3
1, Did decedent make any lifetime transfer of property without receiving a valuable and adequate consideration which was
to take effect in possession end enjoyment at or after death, or in which the decedent retained either:
YES NO
a. the possession or enjoyment of or the right to income from the property transferred? or,
b, the right to designate the persons who shall possess or enjoy the property transferred or income; or
c. a reversionary interest?
x
.1<
2. Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to,
or for the benefit or care of, decedent?
x
3, Did decedent, et 3ny time, transfer property. the beneficial 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?
x
4, Did decedent within two years of death transfer a material part of his or her estate without receiving a valuable and
adequate consideration?
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, DESCRIBE THE PROPERTY BELOW,
DECEDENT'S DOLLAR VALUE
ITEM ASSESSED TOTAL VALUE % OF DECEDENT'S
NUMBER DESCRIPTION OF PROPERTY VALUE OF ASSET INTEREST INTEREST
A, Real Estate:
1.
B. Personal Property:
", and Gail 1I0llinger $12,000.00 100 $12,000.00
3. On June 13, 19H1, Shaffer A. Willi IRIS
(decedent herein) transferred cash in
the amount of $10,000.00 to Gene
Hollinger (nephe\v) and DOI,'othy H01 inger,
his \vife. 10,000.00 100 lO,DOO.OO
TOTAL (Also enter on line 7, Recepltulation) $ 31j 000.00
Of more Ipace II nHd~ Inll" eddltlon.1 Ih..ts of ..m. tll.l
REV. 1547EX (10.82)
j
BUREAU OF EXAMINATION
PENNSYLVANIA DEPARTMENT OF REVENUE
P.O. BOX 8327
HARRISBURG. PA 17105
NOTICE OF INHERITANCE TAX I
APPRAISEMENT, ALLOWANCE OR OISALLOWANCE ACN
OF OEOUCTIONS, ANO ASSESSMENT OF TAX
101
OATE -21-03-83
ESTATE OF WILLIAMS SHAFFER A FILE NO, 21 81-0383
OATE OF DEATH 06-13-81 COUNTY .QlllismlLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SU8MIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS OF THE ASOVE COUNTY, MAKE CHECKS PAYA8LE TO "REGISTER OF WILLS,
AGENT It .
SNELBAKER ETAL
PO BOX 318
44 W MAIN ST
MECHANICSBURG PA 17055
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
~l!'!: _A.L9~~ _ ,!:HJ~ _L!N.E_ _ _ _ _ _ _ _ _ _ _ . _ _ _ _ _ _ - - - - . - - - - - - - - - - - - . - - - - - - - - - - - . - - - - - - -
ALLOWANCE OR DISALLOWANCE OF OEOUCTIONS ANO ASSESSMENT OF TAX
NOTICE OF INHERITANCE TAX APPRAISEMENT,
REV, 1547EX (10-82)
ESTATE OF WILLIAMS SHAFFER
A FILE NO. 21 81-0383
ACN 101
DATE 01-03-83
TAX RETURN WAS: I X ) ACCEPTED AS FILED
} CHANGED
APPRAISEO VALUE OF RETURN BASEO ON: ORIGINAL RETURN
1. Real Estate ISchedule A}
2. Stocks and Bonds ISchedule B}
3, Closely Held Stock/Partnership Interest (Schedule Cl
4. Mortgages and Notes (Schedule 0)
5, Cash & Miscellaneous Personal Properly (Schedule E)
6. Jointly Owned Property (Schedule Fl
7. Transfers (Schedule Gl
8, Total Assets
( 11
I 2)
13)
14}
( 51
I 6)
I 71
.00
.00
.00
.00
6,791. 87
4,574.54
34,000.00
181
45,366.41
APPROVEO DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule H)
10. Oebls/Mor'gages/Liens (Schedule I)
11, Total Deductions
12, Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J)
14, Net Value of Estate Subject to Tax
191
1101
1,606.00
627.20
1111
112}
1131
114}
2,233.20
43,133.21
.00
43,133.21
ASSESSMENT OF TAX:
15, Amount of line 14 taxable at 6% rale
16, Amount of line 14 taxable at 15% rate
17, Principal Tax Due
TAX CREDITS:
115)
(161
473.05
40,660.16
X.06=
X.15=
1171
28.38
6,099.02
6,127.40
PAYMENT
DATE
RECEIPT
#
DISCOUNT (+1
INTEREST (-)
223.09-
AMOUNT PAID
10-21-82
049900
6,127.40
INTEREST IS CHARGED FROM 10-22-82 TO 01-18-83
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM.-
. IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION
OF ADDITIONAL INTEREST
RETAIN THIS PORTION FOR YOUR RECORDS
TOTAL TAX CREDIT
, BALANCE OF TAX DUE
INTEREST
TOTAL DUE
223.09
10.44
233.53
(If Balance Due IS less than $1.00 no payment is'requiredl
, .
COMPUTNl'ION or IlliMMNDER INTEREST:
VALUE or rUND
JlliMAINDER INTEREST FACTOR
VALUE or jlliMAINDER IN1'EIlliST
CIIARITABLE BEQUEST
$'1,558.67
.896 23
$1J,U85.62
2,UUU.00
$2,085.62
(Included in
Recapitulation on
Line 16)