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OATH OF p~:nSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSnVANIA SSI
COUNTY OF CUMBERLAND
Boforo me, Iho Roalster for the prob~ of Wills and aranttne ofLol\or~ Administration In and fot tho, C9"nlY of
Cumborland, pononally Clime, , ',^c.,t,o..,-,(Q L,. \;"O'lt.V........CV\;c-
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who, bolns duly ").1;,1 \~ C' L\ ,110\11..\ doposo and say that liS ' 'Z'x.l.!..c..Ld"-l"J'
of Iho lasl WllIllnd Tostamont of Q,e.c~C?F-' ~ ~C~/".k c~"'..:. deceased
~ wtllwollllnd truly administer Ihe soods and ohallelB, rlshts and orodlls ohatd doceasod accord Ins 10 law, And
also will dlllsonlly comply wllh Ihe provisions of Iho law rolatlns 10 Transfer InhorltaMos. ~and sub'crlb~d boforo mo.
~~^1 r) ,.('') A.D.. 19J$..l !',?-!c<.lov'...,1 ), ~:i,:".~(}v\ (C~,
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130 II rememberedthlll on Ihe 20th
ro~Otdod the last Will and Testamollt of
day of
George
DECREE
JUly
S. Fore!1\!,n
,A.O..19~,lhere was probaled and
lalo of
0ll.r1181e ,Cumberland Counly, Pennsylvanta,
Deceased, LellOts '1'ostamental'y were, 8ranled lo~ichar~ L. Foreman
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Wltlless my haitd alld official soal 1M day and yearaforeYaid.' ,"/),/' ""~', , " '
. "113 ~/JCl " ({. ~/.'
, " 7' "7 Resister
111'_ "..u~ L >:+ 1911oftllJ' ..
COMMOHWBALTti OP reHHSVLVAHIA
DePARTMeHT OP RBVUHUU
TAAHI~IA IHHeAITAHCI TAX
AIIIDUHT llUC:IPIHT,
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STATeMENT OF
FIDUCIARY
(Inltructlon. on Revelle $I~o)
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eltate of OE01W1t S, lrOREMAN
I.nt Addrm 2.J.l..llOIJTH VlT'r ST.
. _O~~LISJ.E, PA. 1 1011
ICITYI ISTATal Il'PI
Dole of Oeoth JULY ~~, 19lU_
Social Security No, 174=-o.5.m.l6.0L
Slolu Fllo No.,
Coun ty pile No.
,21-81-445
-~
Deoeden' dl.dl
() Inle"ate (without a will)
( X) Tealale (Ieovlng a lOll wlll--copy attached)
II Ihe filing of 0 Federal e,'ole fox Return required for thl, estale?
( X) EXeoulor ( ) Admlnlllral'1r
Nome RICHARD L, FOREMAN
Addr... 220 CHERRY ST.
YOI_ No
X
n~Rr~I"l.R t;- PA. -1701 ~
, (Clnl " (STATGI
4,AII corrdpondence Ihauld be mailed 10 ( X ) Attorney
S. If an attorney 'I r,pr..enllnu I~e ealate, Indloalel
SaclolSocurlty No. .199-07-672~r~. RJ
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Fiduciary.
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Nom. DUNCAN & D~NbA~
Addr'I' 17 tt. HIGH ST.
Telephone No.
249-7780
r.ART.JAT.m . PA ",n1 'l
(CITV), , ' (BtAT"1
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1.111 all lafe,depq, lit, box~1 re,91"'ored In Ihe .0" e pede"lllflndlYlduql nameh or /o,'"lntly wllhtJ 01 ai,' al\og'ltt o,r d,eputy
of another, or, In decedenl I Indlyl ual nome wllh rlghl 0 C1CCell by ,onal er 01 ogenl oraeputy. Include Ihe name
~nd oddre.. of Ih,bonk or other Inltllutlonwhereth,e lafe d,polll box lal<loaled, Ihe name (I) In which the box
I, r,tgllter.d Clno the relatlonlhlp of the loltltholderl to the decedent. ,
NAMa ANO AOOR'" O~IANK OR OTNIA INSTitUTION
IH WNICH Oaca~INT MAIHTAIHUO A ,^~a DepOIIT aox
NAMIOR HAMes IH WHICH
SAPa oepOIIT bOX l$'AIQ'nUaO
AUATIONGHI~OP JOINT
HOLDa AS TO 0 D
1 W. BIGH ST, OAR I~tt PA; 1701
DAllQHl'ltR & SON
UTIES
~nder penblll.. of perlurYI I declare tholl haYe eKal1llned thl. relum, Including aCcampanylr,g Ichedulea and
Itotenlllntl,'ond 10 the be.t,of my knowledge ondb,lleflt II true, correcl ond complete,
~~ J.. .J;:Ll2~I/\C.L\ ~~'c~ThL _Jj.Jt'l )K'L
IlaHATUR! OF FIUUCIARV PI,TE
IH \I.4~' U 1(. ""0"
COMMONWaA\. 'I'll OP PIHH'V\.VANIA '
OaPAIITMIHT OP RaV.NUI
TIIANlrBII INHUlIlTAHCfTAK
IIUIPBHT PICIDINT
gllnlo 01 OICOIWIC, S. I~OIUCMAN
SCHEOUL.E lie"
TRAt-ISPBRS
INSTIlUOTIONS:
,1. An6wullllo (IUOlltloll& onrOVOISO sldo,
2, 1,11110 nnllwal 10 any of tho quostlons on the roverso sldo Is "Yes," provide a description of tho properly tlflnsferrod per
Schodules "At" "BI" or "E," Its estimated market value al date of death, dales'of transfer, to \'Jlom trnnsfer,tod Md
1010tloll9hlll ollranslorlos to docodent, Attllcll 0 copy of onytrust, deed, or InstrulIlout rolntlug to Iho transferred property,
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DIlSCRIPTIOM
BnIMAT1lD DUPT. VAl.UATION
MARK I!T V Al.U e IQFFloIA4 Vie ON4 YI
NONE
TOTAl.
Iladdltlonalapaco II nocUlory, use sW' x 11" sheels.
QUESTIONS CONCER~l~.QE.ROPERTY TRANSFERS
1, Old decedent, Wlthln,lwo years of death, make any transfer of any materlalllart of his estate without receiving
valuable and adequate consldelatlon? (Answer "'Yos" or "No" ,) ,
2. Old decedent, wllhln tWo years of doath, transfer ptoperty from hlirisel f/ hersell to hlmsel f/herself and Mother party
or parties (Including a spouse) In lolnt ownership? (Answer "Yes" or "No".) .-:.-
'3, II th,e answer to one or two above Is "Yes" and the transfers are claimed to be nontaxable, prOVide the following
Information:
a. Agaof decedent at t1me"ef transfer.
b. Copy of death cartlflcate. ' ,
o. Affidavit bY tha attending physlolan Indicating the state of decedent'shealtll at time of transfer.
,d, All other Information supporting nontaxablII ty of transfer. '
4, Old docodent, In his/her lifetime, make any transfer of property without recolvlng a valuable or adequate consideration
'therefor which was to take effect In possession ot enjoyment at or after his/her death? (Answer "Yes" or "No",)
a, Was thora any possibility thattha property transferred might return to transferor or Iils/her estate or be SUbject
tohls/hor power of disposition? (Answer "Yes" or "No",) ,
, b. What was the transferee's age at time of deoedent's death?
5. Dip de,cedent In hls/har lifetime Inako ahy transfer wltho,\lt receiving a valuable and adequate oonslderatlon therefor
under whloh transferor expressly or Impliedly reserves for his/her 1,IIe or any period which does In fact end before,hls/her
death:
a, Tha possession or enjoyment of or the right to Income from the property transferred? (Answel"Yes" or "No".)
b. The rlg~\ to deslgnetethe persons who shall possess or enjoy the properly transferred or Inoome therefrom? '
(Answer "Yes" or"No",)
6, If the answer to Ilvo b. above Is "Yes," was the right reserved In decedent alone ( ) or decedent and others ( ),
7, Old decedent In his/her lifetime make a transfer, the oonslderatlon for which wns transferee's promise to pay IncOme
to, or for the benefit or oareof transferor? (Answer "Yes" or "No".) , ,
,8., Old decedent, at any t1l11e,transfer property, the b!l1eflclal en/oymentof Whlchwas subjeot to ohange, because of
ia reserv,od power to alter, amend, or revoke, or whloh could revert to decedent under terms of transfer or by operation of
laW? (Answer lIYesll or llNo" ,) "
. 9. If theanswer tQolght above Is llYes,ll \'Ias the power to allet, amend or revoke the Interest of the benllflclary reserved
In the decedent alone ( ) or decedent and others (). .
III "..41111)( I IIn,"o,
IIOMMONWML TIt 01' l'UNNUnVANIA
llKl'''"TMHNT or IIUVANUII
ll1ANlrAlIlNUUlIlTANOII TAM
IIUUIIlIiNr f)UIlUllIINr .
SCHEOUI.E "0"
nENr:FlmARIES
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tllISlrllet/OIlS (J1ll/IIVII"O Sldll)
IlvtlltulJt
OImIWI~ 8, I~ORgMAN
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PBNBFICIAIIIES ANO ADORES81lS nULATIDNSHIP SURVIVED DATE OF
DEOEDENT nlATH INTEREST OF BENEfiCIAllY
AlU' -
--Ug~llliRky-~~i~l~~~itLtsr~lf;~ 'P.Ii!~~013..m 'H'!~~_'_H__' 9D.9.I..~L HY_~.~ESIDUARY
~. JVliIA M ~IWt:Wi~=~==-~~.~~~_u~ .-.DAuoii1iR------- ----.yES.--- --sTi7/ 36-'- -1/4' RES IDUARY
23.~ f10U'l'1I PITT s'r" CARLislJ;--PA':--1i1n:r'-- --'--"'-'-'-- --'-'--'-'-- ~--------
~ORGIl: R. FOREMAN .--SC)N-..--.--.---. -'YES'-------'-iiTi/2Z---i74-RES-IDUARY
. --no RltciltSTER A ~, ,'rowso!f:- --n:-21212 -----.-.
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--
,
T E DAUGHTER
R ,T. 11\;""'. ~2, BOX 24- ,
..._____....__.___ ""_-_-_0--_.-- ___
~ICUARDA; FOREMAN GRANDSON, YES
P. O. BOX 804,' CARLISLE, P :-r'7OT3
.....---'---
. DAVID I.u FOREMAN.. GRANDSON
1956 WALNUT BOTTOM RD. -,-CP.-R: ISLif,'''PA:--rtoT
.....~.._~.. .. - - -, ,- ---,' ,1.- _.. ._....,.._.. _, ..
__~~ A. 'MacINTYRE GRANDDAUGHTER 3/12/48 $1,000.00
~'DR., APlf,'-O-:'b;'-EI\ST-- A1UCRD~--;IfY1m- 'S'3!r
.-----..~ . ._-----~ ~._~~-- ---,-~-_._~.... .--'~-'-'--""""'''
QATH}: JEAN PETEMQN GRANDDAUGHTER YES 5/16/49 $1,000.00
R. D. #2, BOX 181, dLifRot-K-C"'TY RD:", RHINEB 'C1C"""FI'EtrY'lU{-r2-s72-- -----
~~~ms~~~~EAVE-.~. UNIT ~2~~N~~~~G~6~~ T ,Y~~LtNO ~/g~g~5 g,oOO'.9Q
--~.... '-"-" -...---.....,--. -.. -'-'
muo M. FOREMAN ~ _ ~ 0 YES 9/24/72 ._.~_!.LOO_~.Q~_u_..___
1956 WALNUT BOTTOM RD., CAR ISLE, PA. 1701
~_.-.-.----,..-._- -_.-.-- .._-~-_.__.~-
JEREMY L. l~OE.ID1Al'L.._._._ ___p_.QRMT-GRA_ DSO~ _ YES 6/10/81 $1,000.00
1956 WALNUT BOTTOM RD., CAR ISLE, PA. 1701 -----.-.-----.-.-.---------------.
5/9/20
1/4 RES!DUARY
2:JJ8
9/26/47
$1,000.00
YES
J-.?:L13/ 54
$1,000.00
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I The ebove beneflolarles were living at tho tll11e of thu dooodent's dOllth oxoopt for the following:
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j If additional .poco II nocouary,lIlo BW''- 11" IhOO~
------_........~.._~ -_._--_..~.., ------,.-...--- -~
..__~__~._..._._.,_ _..___..__d'.n__~_.~...._ _.n__.....~......._.__. ____.____. ____..~
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NAME
DATE OF DEATH
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'\lalo\ul I,\uapaoap 04\ ~o aBelu9olod 04\ 9\bOIPU1,,' '€
'A\lodold POUMO AI\UIOI 041 ~o enle^ 10>tJOW le\0\9410lBOIPul 'C:
'P9411IQb\10 IbM dl41J8UMO lUldl a41 a\ep 91.(\ pue [1]JauMo.Oo 041 ~o \UepaOaP
a4\ 01 dl48uollelal pue sseJppe 'aweu a41 apnloul ,,'B,, alnpe40s 10~ IUOIIOnJ)IUI ~4\ ul pa\eOlpullb
A\.ladOld leuoslad 119 oqIJolaa "'V,, elnpa40S 10~ luolIOnJ\8ul 911\ U, pe\BolpUI Ie AIJedold' leal 119 a,qpo8eo . ~
. 'IIJII Glella loal 11'1 'popnloul
eq 01 ale A\Jeqolcl elClIBuelUiPU9 alqlBue\ 4108 'clI4110^I^Jn$lO 14611 4\IM S\uouel IUlo[ S9 sallied 10 Allod
1&4\OUO 411M AIIUIOf \uepaoep e41 Aq peUMo '19uolled puoloel 'A\.ladold lIupnlOUI Ilnw "a" 0Inp9i.(O$
~B" S1nalJHOB ElNIJ.ll'd~OO" \;iOd SNOIJ.OnliJ.1m
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HI. V 4btll'X" (3.nO)
cOMMONWeALTH or peNNSYLVANIA
OUPARTMaNT Or RaveNue
TRANSfeR INHeRITANoe TAli
RnlPaNT puoeoaNT
SCHEDULE "F"
STATEMENT 01' DEIlTS
AND DI!DUCTIDNS
IJlIiI
r
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EBlule ot__. Gn:ORQj~ S , IIORI~MAN Os\e ql Oouth..11lli81,._Fllu No,_.___.__
WHEN CLAIMING THE FAMIL V EXEMPTIQN. COMPLetE THe FOLLOWING:
CllIllllllnt JUI.IA M, FOREMAN 1~lIll1l1ollsl)li\ to DlIclIdllnl DAUGHTER
Clnlll1nnt'sAddrllssal 1I111C1l11 DococIW)I'sDClOtll 233 SOU1.'1\ PITT S'l', I CARLISLm. PA, 17013
PATI
NAMS or PAYU
ReMARKS
AMOUNT
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"
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8 10 8
"
"
8 18 8
"
'L D L JOURNAL
HOFF NMROTIl FUNERAL HOME
REGISTER OFlnLLS
BELV'OEREMEOICAL CORP.
CARLISL~ HOSPITAL
POSTMASTER
FARMERS TRUST CO.
CARLISLE RADIOLOGY ASSOC,
CARLISLE MEMORIAL SERVICE
THE EVENING SENTINEL
JULIA M. FOREMAN
DUNCAN & DUNCAN
AOVER'l.'ISING
llUNERAL EXPENSES
FILING FmES
MEDICAL BILLS
MEDICAL BIT.L
POSTAGEM CERTIFIED LETTERS
SAFE DEPOSIT INVENTORY
$ 18.00
2 498.00
45.00
64.72
5.00
8.90
25,00
3.00
40.00
21.50
2,000.00
6,152.57
6 152 5
100.00
ADVERTISING
,
FAHILY ALLOHANCE:
ATTORNEY I S FEES
C TOR'S FEE
FII,I G FEES
TOTAL,
I hereby certify that to tM bast of my knowledge and belief the foregoing Is a just and true statnment of dobts, fUMral
expenses and expenses of administration submlttnd to the estate as deductions for Inheritance Tel< purposes. '
, *l.,.W '" GilllA,'l:\J"\ YJ.t..,...z:1i'1 . ''1.-,'1.- 'is '"l-~
, saNA. ul" 0" ~I UCIARY T
OFF 0 AI. ONL
DESTS AND DEDUCTIONS ARI: ALLoweD IN THE SUM 01' $
AT
% TAX RATE
Il~"'STEll OF WH_~S
DATE
'SJ.aaHS "II x ,,1119 3Sn A~V55a::>3N 51 a::>VdS lVNOI.LlaaV dl
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'pollllPI~ 6lQOq Iqop ~~oo 10,1"nOUIP o~l JOlllS '9
'pOllllOI~ Iqop IpOO JOIUlllnlo~ l~lOUIOJ G~l UI UOllouoldxo IOIJq P Opl^OJd '9
'IIG~od ~~OG 10 I8UlOU G~I l'IuS 'V
'Plod JO/puo pGUnO"II,OM IqGp ~~O,G ~~I~M UD GlOp O~I al"B 'E
'PillS II UlolI ~OOO 01 lJOqUlnUO^llnOOl"O~ u61nV ,'~
'uUlnlo~ IunDluolI~1 "I POUllol~ lUnDUlO 0~1 puo uwnlo~ '~JOUlljJ o~IUI"UDlldluGXO ~IIUlOlil JOlua 'IUOpGOOp O~I
01 dl~suOIl010JJ6~/sIY P"O lIolPI'o 'OUlOUI,IuOllqol~ G~I GIOOlpUI 'poUllol~ 6uloq IluOllduloxo ~llulol o~l /I 'I
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6UI,q slqllp O~l JOI~llIlqoll ',aIOllOa~IJO s,luapaoop a~l lJoddns or GoUapl^a 'palll Sl UJnla~ XU.L aouolllayul
a~I UlOYM ~I,IM III.1M IOlalsl6o~ a~Ilo 10^oJddo aYI 01 loolqn. aJO alOllG uo I,u1060pa1U101o 6ulaq Ilqap IIV
'usuadxa 10lJnq pOlolaJ JaYlo ~uo Ja~JDUl O^OJn JD
ouollqwoI 'IDllojJnq 0 10 ISOO OYI 6UlpnloUI sGSuadxe 10jJnq pUDIDJaunl 'ual ~Jolonpl/'lOa'l ~OUJOIlO '1I01l0Jillu1Ulpo
Ie> ISe>o 041 6ulpnloulalqowIDlo aJO IIUGII Ja~IO 'OlOlse JO IUapGDap Gill ~q poun~ul Slqap 01 uOlllPpo ul !alOl'"
al~oxoI J04/11~ IIuI':I60 alqllonpop aJD YloapJaY/'I~ 01 Jopd Iuopaoap GYI ~q pOJJnDul sGlIlIlqoll POI/'IIOsun,
NOI.LVW~O:lNI XV.L a::lNV.LI~aHNI lv~aNao
COMMONW.ALTHOP nNNSYLVAN1A
COUNTY OFICUM..RI.AND
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, IUOJ:lARP ,j., L J.i'.QR&MAN,
balnll duly -'111wo~'n" . aocordlnll to law, dopolol a"d'laYI Ih.1 ho ' :l.s._ EXQQutoli
__._n_._" 01 Iho EII.lo 01 n g"~qROE..~--,Jq~E!'1A~___.. nn__
.101. 91 .' Carl:l,.f,J le ., C~'mborland Counly, Po" r,loooAlod anq Ihallh.
wllhln 1,\ an Inv.nlory mar,ln by. _RICIiARD L, .F..oREMAN n__~' Iho laid "nK~~QJ,\tp~__-_
01 Ih. onHro olhlo 01101r,l ~,ooodonl, oonlhtln9 01 olllho porlOnal prop..rty a,nd roul, oltalo, 'oxoopl real oll.to ollhlr,lo
Iho qommonwoallh 01 Ponnlyl"~nla, and Ihal Iho IIl1urol oppOIIt. oaoh Itom 01 Iho Invonloryroprolonl lt'l Inlr vollln
01 o:x.IO 01 ddoodMI'1 doalh. , , ' . , . .
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'NARVI.'OlSv',NOTARYPUBLIO I .'--'-7 220 Cherry St., Carlisle, Pa. 17013
:~~~~LJI:~I~~ t~~:W:~~ f~,U1W5 -. --.--Addr;;;n------.. n__ - - ,.
Nlmbll. PtnlllllVlnll Auntllllon of Notlrl"
Polo 01 Puth .-
14th
JULY
Mon,h
1981
__ ____ ... . ..._____~.........._~_i.'_m~_C'__
D..v
Vur
INSTRUCTIONS
I. An'lnvenlory mUlt b. II10d within Ihroo ,monlhl nttor .pp~lnlm.nl of porlul,ol roproloohllvo.
2. A lullplomonl Invanlory mu.1 bo II10d within Ihlrty day. 01 dllcovary 01 .ddltlonAI all~h.
3. AdditIonal Ihooh may bo ntt.chod.. 10 parlonally or ro.lty
4. Soe Artlclo IV, Flducl.rl" Acl, .1 19M.
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INFORMATION
ThIS docvm.nt Il Ih. Nollc. reqvlred 10 b. gl.en vnder Secllon 709 01 Ihe Inh.rlt.nc. Ind Eltal. Tax Acl
01 196 I /72 P,S, ..ollon 24651,
II Ih. tax II paid wllhln Ihre. (3) monlhl af\8r Ih. d.ced.nl'l death, a dlScovnl of 5% 01 Ihe lax paid Ii lllow.d,
Inherltanc. Tax b.oomea d.llnqv.nl nine (9) monlhl afto, the d.cod.nt'a de8lh, Inlerelt la oharg,d al Ih,
rate Of Ilx (6) percent per annvm on tho amovnl of vnnald lax, (6=,E EXAMPLE BELOW)
EXAMPLE: II a balanco 01 tlx dvo of $2,000,00 18 In a dollnqllonl 1I.IVl from ;!.:!:!!Q, Ind pa~n'i.nl Il made
on 5-23-60, Iho Inlaroll 'l oalovlalod .. Indloaled bolow:
STlP 1
Del ermine Ih. rat. uf
Inlere.1 Irom Ih, Ilblo helow,
STlP 2
Multlplv Ih. b.lanc. 01
tax dv. bv th. ral. 01
Interest
Intereat from ~03-BO
,R.lulla In:
2 Monthl .
20 Oav. .
fllt. of Inlar.1l .
\0 6-23"'60
,010
+' ,0033ll.
,0,1336
Balanc. of lax due
BtllLllLlrilwal
INTEREST
82,000,00
x.,01336
$ 26,70
STIP B
Add th. Inlereat
10 Ih. ballne. of
lax du.,
Bal.ne. of la. due $2,000,00
I'1Ul Inwnl to
Om of Pav'1!!!ILt:tL' 26.lQ.
'fOi'AL lax and
Inlorell to 0'1'
01 PaVmenl $2.026,70
I monlh ,006 4 monthl ,020 7 monlhl ,035 10 monlhl ,050
2 monlha ,010 5 monlhl ,025 8 monlhl ,040 I I monlhl ,055
3 monlhl ,015 6 nlonlhl ,030 9 monlhl ,046 12 monlhl ,060
I dlv ,00017 11 dlvl ,00186 2 \ diVl ,0031\2
2 deVl ,00034 I 2 dlvl ,00203 22 daVl ,00369
3 devI ,00051 13 daVl ,00220 23 daVI ,00386
4 dava ,00068 14 daVl ,00237 24 daVI 'g0403
5 daVI ,00085 15 dlYI ,00250 25 daVl , 0420
6 dlVI ,Og'01 I 6 daVI ,00267 26 daVl ,00437
7 daVl ,0 118 I 7 daya ,00284 27 dm ,004&4
8 dayl ,00135 I 8 daYI ,00301 28 dm ,00471
9 davs ,00162 19 daYl ,00318 29 daVI ,00488
10 daVI ,00169, 20 daVI ,00335 30 davI ,00600
Anv parlv In Inter.,t, InclUding th. Commonweallh and the perlonll repre..n""." nol ..1I1f1.d wllh Iho
~ppral..m.nl ind ......m.nl mlv objecl W,lhln al.tv (601 dava Ifter recelpl of thil Nolle. aa provld.d bv
S.ollon 100 I of Ih. InherllanC' and EIII" T,. Aot 01 196 I 172 P,S, ..c, 2485 - 10011.
MAK! CHICK OR MONIY OROIR PAYA8LI TO. "RIOIITIR O~ WILLS, AOINT"
DETACH THE TQP PORTION OF THIS FORM AND SUBMIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR
THE COUNTY SHOWN ON THE REVERSE, SEE THE INHERITANCE TAX INSTRUCTION BOOK FOR ADDRESS,
FIRST AND FINAL ACCOUNT OF RICHARP r,., FOREMAN,
EXECUTOR OF THE ESTATE OF GEORGE S. FOREMAN,
LATE OF THE BOROUGH OF CARLISLE, CUMBERLAND
'COUNTY, PENNSYLVANIA, DECEASED.
GEORGE S. FOREMAN DIED ON JUI,.Y 14, 1981
LETTERS TESTAMENTARY WERE AQVERTlSEO IN THE
EVENING SENTINEL ON JULY 29th, AUGUST 5th & 12th!
AND IN THE CUMBERLAND LAW JOURNAL ON JULY 29th,
AUGUST 5th & 12th, 1981.
DEBITS
pRINCIPAL OF PlllRSONAL ,ESTATE
The Aocountlant chlarges himself with items of principal of personal
estat~ received by hi~, as follow8; ,
JUly 22, 1981
Aocount(11499. CarliBle Bldg. & Loan.. . . . .'. . . . .
U ,S, ,Savings Bonds. , . . . . , . . , , , .'. .
, It, I
Checking Aocount #4-12899 Farmers Trust Company. . . , . .
Aooount(1l35097 Cumberland Valley Savings & Loan. . , . ,
Household Goods t , . , " , I I I " , I , I , t t I, I "I I I
Personal Effeots, t t I I I , . . ; I f I I '. , t . t , I.
'i. .... __. ,
Cart, /;14-00-1488 Clarlisle Bldg. & LOlan, .
(titled with Riohard Foremlan)
Cert. '14-00-1489,carlisle Bldg. & Loan. ,
(titled with Julia M.Foteman)
, ,
t, I , , I t
. , .
t . . f ,
.. ", t
Cert. '09-00-1455 Clarli81e Bldg. & Loan.
(titled With Julila M. Foreman)
C81.'t./108-688-158 Cumbe,t'la!'1d V,' alley Savings & Loan. .
(titled with Julila M. 'Foreman)
Cert. '08-688-~59 Cumberland Valley Savings & Loan. .
(titled with Rioh~rd Foreman)
, t . t I
. . ,
. .
. ,
SaVings
U. S, Savings
titled,with Jean MacIntyre. .
titled with George Foreman. . . .
. ,
I I . I
U, S.
Bond8 titled with Riohard Foreman.
. i ..f I I
'{ '. -. "'''';1
LIMR 1\.11': l'I,Gl 1}'U
$ 29,506.34
27,893.00
1.842.89
17,949.62
400.00
200.00
16,042.32
16,.042.32
5,689.00
8,023.36
8,023.36
1.887.40
841.80
8l1i.80
U. S. Savings Bonds titled with Julia M. Foreman.
I . .
L 841 80
$136,02~.01
. TOTAL. , ,
INCOME OF PERSONAL ESTATE
The Aooountant oharges himself with items of inoome of personal estat
reoeived by him, as follows I
SQQial Seourity Death Benefit,
I I , .
t J I I
, $
2~5.00
MedioareRefund, , . . . . . ,
ii' I I
f , "I
12,00
Inheritanoe Tax ContributionB by Heirsl
l'ichard L, Fd:reman. . . . . . . . . . . .
Julia M. Fo:reman. . . . , . . . . . . ,
JF.lan MaoIntyre. . . , . , . . . . , . . , .
George Foreman. . . , , . . . , , . .
1,228.49
1,399.16
56,,62
25,25
Interest ~
July, 1981 ~ September ,1982
Cumberland Valley Savings & Loan. . . . . .
CarliBle Building & Loan. . . . . .'. . . .
TOTAL. . .
1.556.63
2.302.50
2,~23.34
$ 9.458.99
Farmers Trust Compan? , . . . . . . . ',' ,
~INCIPAL OF REAL ESTATE
The Aooountant oharges himself with items of principal of real estate
received by him, as followsl
NONE
INCOME OF REALlllSTATE
The Aooountant oharges himself with items of inoome of real estate
reoeived by him. as follows I
NONE
litH: ti ,;.; rl,\:c !")';J
. ,
'rOTAL PRINCIPAL OF PERSONAL ESTATE, . .
TOTAL INCOME OF PERSONAL ESTATE, , . . ,
TOTAL PRINCIPAL OF REAL ESTATE. , . . ,
INCOME OF REAL ESTATE, . . , . . . , . ,
TOTAL, ,
CREDITS
ADMINISTRA~ION tXPENSES. ETC,
OUMBERLAND LAw JOURNAL, ADVERTISING, . . . . ,. . . . .
HOFFMAN~ROTH FUNERAL HOME, FUNERAL EXPENSES. . . , . , ,
RII:GIS'l'ER OF WILLS, FILING FEES, , .. . , . . , . . . .
BELVEDERE MEDICAL CORp., MEDICAL BILLS, . , . . . , , , ,
CARLISLE HOSPITAL, MEDICAL BILL. , f . , , . . , . . . .
. POSTMASTER, POSTAGE FOR CERTIFIED LETTERS. , . .. . . ,
FARMERS TRUST COMPANY, SAFE DEPOSIT INVENTORY, . . . . .
CARLISLE RADIOLOGY ASSOC. , . . , i . . . . . . , , . , .
CARLISLlll MEMORIAL SERVICE. . '. , . . . . . , . . . , . .
TijE EVENING S,ENTINEL, ADVERTISING. . . . . . , . . . . .
,JULIA M. FOREMAN, FAMILY ALLOWANCE. , , . , , . . . . . .
COMMONWEALTH OF PA., INHERITANCE TAXES. . . , , , . . . ,
REGISTER OF WILLS! TAX FILING FEES. . , . , , . . . . . .
PERSONAL EFFECTS & HOUSEHOLD Goqps DONATED TO CllARITY. . .
RESERVED, DUNCAN & DUNCAN, ATTORNEY'S FEES, , . i , , . . ,
RESERVED, RICHARD L, FOREMAN, EXECUTOR'S FEE. . . , , . , ,
RESERVED, REGISTER OF WILLS, FILING FEES, . , . . , . . . .
RESERVED, IRS & COMM. OF PA., FIDVCIARY TAX RETURN LIABILITY
TOTAL.
TOTAL DEBITS, . . . . . . . , . .
TOTAL, ADMINISTRATION CREDITS. . ,
BALANCE. .
~DVANCE DISTRIBUTION TO HEIRS
JULY. 1981 ~ SEPTEMBER. 1982
Cert. {/14~00~ 1488 Carlis le Bldg. & I.oan. . .
(to Riohard Foreman) .
Cert. #14~OO~1489 Carlisle Bldg, & Loan.
, (to Julia M, Foremart)
Carlisle Bldg. & Loan Cert. {I09~OO~1455. . . . . , .
(to Julia Foreman)
Cumberland, Valley Savings & Loan Cert. #08-688-158.
(to Julia Foreman)
. . .
. . .
It' I ,
. .
" t .
. I I o'
t I' ,,' '. "" /' ,)
1I.,L.~\ .I.t I,... rl",J1. .) f r..,
, ,
$136,025.01
9.458.99
,00
,00
$145,484,00
$ 18.00
2,498.00
45.00
64.72
5,00
8.90
25,00
3,00
40;00
21.50
2,000.00
6,364.69
15.00
600.00
7,274.20
7,274.20
100.00
"2 500 00
$ 28,857.21
$145,484.00
~ 28.857.21
$116,626.79
$ 16,042.32
16,042.32
5,689.00
8,023,36
',1 '
Cum,~arland Vallay~avin8s Be Loan Cert. It08~~88~1'9, , . "
.., (to Richard Foreman) .. .
,
u. S. Saving/J Bonds to Jean MacIntyre, . . , . , . . . . . ,
U, S. Savings Bonds to Georgll Foreman. . '. . . , , . , ,
U. S. savings Bond8 to Riohard Foreman. . . , . , . , , . .
U, S. Savings Bonds to Julia Foreman. . . . , . . , , , , . . .
CUh to Jean MaoIntyre. . . . . . . . , . . . , . . . . . .
Cash to George Foreman., . , . , . , . . . . , . . . . , , .
,Cash to Richard Foreman. . . . , . .. . , . . . .. . . . . ,
Cash to Julia M. Foreman, ,
1 1 . ;.' . I,.' I> . '. It. t . . .
Cash to Richard A, Foreman, Bequest.. . . . . . , , . . . , ,
Cash to David L. Foreman,Bequest, .". . . . . . . , . . . . .
Cash to Michele A. MacIntyre, Bequest. . . . . , .. ..,.
Cash to Cathy Jean Peterson, Bequest. . , , . .. , . . , , . .
Oash to Georgia A. Doyle, Bequest. , . . . . , . . , . . . , .
Cash to Eric M. Foreman, Bequest. , . ., ......,...
Cash to Jeremy L. Foreman, Bequest. , . . . . . . . , . . . . .
TOTAL. ,
. .
ll" t'l ", f ','
v(~ ..1.\},.....
I'/,[;l
I'! .,
'~/' U
" ,
$ 8,023,36
1,887.40
841.80
841.80
841.80
10,000.00
10,000.00
10,000,00
10,000.00
1,000.00
1,000.00
1,000,00
1,000.00
1,000,00
l,OOO,OO
lboO.oo
$105;233.16
"
STATEMEN'r OF PROPOSED DISTRIBUTION 011'
RICHARD.L.FOR~MAN, EXECUTOR OF THE
ESTATE OF GEORGE S. FOREMAN, LATE OF
THE BOROUGH OF CARLISLE, CUMBERLAND
COUNTY, PENNSYLVANIA, DEC~ASED.
The Accountant proposed to distribute th~ assets remaining in his
. hands and to ratify advancements made to the heirs, as follows I
1,
2,
JOINT ASSlllTS TO JOINT OWNER, . . , . .. , . , . . , .
CASU ADVANCEMENTS TO HET.RSI
. GEORGE FOREMAN
JULIA M. FOREMAN
JEAN MacINTYRE
RIGHARDL. l1'OREMAN
BEQUESTS TO HEIRS I
RtCHARD A. 'FOREMAN
DAVID 1" FOREMAN
MICHELE A. MaoINTYRE (01 000 00 h)
GEORGIA A. DOYLE ~,. eac
DAVID'L.FOREMAN. GUARDIAN FOR ERIC M. FOREMAN
DAVID L . FORSMAN , GUARDIAN FOR J,EREMY 1.. FOREMAN
CATHY JEAN PETERSON
CASH ON HAND AS ~OLLOWSI
GEORGE FOREMAN, . . . . .. ..,......
JULIA M. FOREMAN. .. , . . . , . , .
JEAN MacINTYRE. .. ,... i . . ,
RICHARD L. FOREMAN. . . , . .. ......
$ 58,233.16
($10,000.00 each)
40,000.00
3.
7,000.00
4.
. . t t
2,848.41
2,848.4
2,848.4
2 848.4
$116,626,7
J t . .
TOTAL. . .
The above distribution is, proposed becaUse the Last Will and Testa-
m, e1\t, of the decedent Prov,ided that George Foremall, JUli, a M. "Fo~eman" Jean
MaaIntyreand Richard L. Foreman, should share alld share alike in the
Ills tate of,.GeorgeS, FOl'eman, a,fte'J:' ,bequests of ,$1,000.00 were made to all
of deoedent's grandchildren and great-grandchildren. 'rhe Executor has
transferred, all, jointly titled Property to the proper persons, ,The dis-
tribution herein proposed carries out the intent and direction ,of the
Last Will and Testament of the decedent.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBEnLANO
,'R~~~~rd",L.l1'oremart, being dUly s'wol'n according to law,deposesatld
Stll1:~S'),';~ii~~~foregoing Sta, telnent ,of Pt'oposed Distrib,u, t, ion" is trUe. and
cO~'l'e\l<I:"~b',~h~ 'pest of his knOWledge i irtformation and belief.
..110 '~_:dl_:!":-',j_,:,, L' _ _ _ ~) _ _ _~
S~:, .*(,~~I~.n~'; ~>>~sciribed before me,' , ,v, MA-Q"v"'"
th ".,',;0 l:6d,a11; tt1~ September, WIfU,.80ISVUI, NMARV p~ A D L. FOREMAN
V.:' "")'., ;.' '~',/' , QARllSll nORD, QUMBtklMID QOUNIV llrl" -'ill, 0'" i' :)-
" . '" ',. (,e I MISSION UPIRU NOV. U. lU5 "" ... _ ,.' 11M II I ,
No / ' " ~,/ M(mblJ, hnnlVllOI.11 AIlOtllll~~ of HOlllltl
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!lEV 14/0 EX IIHIII
COMMONWEALTH OF l'ENNsVLVANIA
DEPARTMENT OF IIEVENUe
lllJI1EAU OF uXAMINAflON
p, 0, 1l0.X n3~1
HARI1IHlIUllG, PA r/101i
INHERITANCE TAX
EXPLANATION 01' CHANOIlS
*
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I'ILt' NO,
-- --,.---"."-~--~~-"-
pgCEiJENT'S NAMI,
-" ._~, 'ITEM
SCHE!1LJ.L.E NO
f'XI'I.ANATION OF CIIANCHW
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TAX EXAMINER:
PAGE