HomeMy WebLinkAbout81-00465
21 81 11.';
No, ~ .,..', ,i h)
PETITION FOR PROBATE OF WILL ANp LETTERS TESTAMEN1'ARY
Inthe Eetate of
ORILLA F. DUTTERA
..,.:...., deoeaeed, ,
To Reglet~r of Wille for the Oounty of oumberland, Ih the OommonWealth o,f Pennsylvania,
Petltloner(s) IsUrMheexeoul'.: named In thlll-allt Will and Teetament of
Drills ~. Duttera . aated Jj,y 14, 197~
Deoedent wae a oltl~en Qf the United etatee and a reeldent Qf ' Nort;hMidcl3,eton
Townahlp (FfoI~l/'$1), QumberlandQounty, Qomrnonwealth of Penney Ivan la,
Deoedent dlea on Friday the 24th aeyof July A,O.1e 81., In the
OQuntyof Cumh\3rland ", State of penns ylva~\fte aQe of .lL.ynre.
Deo, edent hae.f/l~~MtJ,be,en, marrllla and, /rYJ.,~ (hae, not) had ohllaren born t~Ifl'" (her) elnoe th~ e)(~ '
eoutlon of the above desorlblld Will., 'Uneat 1ma tecl
Deoedent wae poeeeesedo!pereonal prl;lperty to the value of "
and of real eetate lathe value of Unes t ima tacl
lie near lie Oel1 be esoertalnea; eald real eetats,eltuated ae follows
No:lith Middleton Township, CUl\lher.lllnc1 County, Perlnsylvania '
ThenHote, your petltloner(s)reepeotfully apply(lae) for the probate of the ,eald I-est Will and ,teeta'
ment ana for Le,tters Testamentary theron"
~ ,"
Pated July t.(, 19,~1 .
, Name ena adarea8 ~ , ',' /!t~.,xt,. ,::::t::
of Petltlol1er(e) ,11a\1r.y L. Stu8l.'t "
':I ~(),' l:l~nover Street
Carlisle, Pat 17013
COMMONWEALTH OF, peNNSYLVANIA ',},
COUNTY OF OWMaeR,LANO , 88
........,.,...HtanrYL~ Stuart
c
n$tned In above applloatlon, being duly' sworn ,acoordlng to ,law eey(a) that the
atetementl:l set, forth In this petition are true. to the ,best oL...N FI knowleagundbellef,
Swotn
,~~.__..___~ andsubsorlbed before
"1e, ~~lY--.-!l~ 19, 81 __~_ ' '
15.~ ~1JL ;g"", -- .. ~0::t-
fP1' ~. ~"- ~. w. ,--~. ---~_..__.:_.
f - ..~..______._~._'..~n..__.~_---<'__
Filed' July 28th, l~tl'- A t Henry L" ,Stuart I P.O.
, lorney
'1-J?-~do.s- 1/-o<8"'g'-"cb
-
f ;i I"~ ~
.
.. -,
"
, .
"
~. """....
"
LAS'l' WILl. MD 'mS'l'AMTm:r
1, ORt1-r;.A 'F. I)U'l"I'EHA! of 'N,l1:th Ml.ddlatpn 'l'OWl1sh,j,p, Cumberland
,: Ccunty, pannay1.vllni.ll, being of sound mi.nd, mumory and unda't'sr,andl.t\g,
'do matta, pubUsh and detl/ll:a this LIB and for my last \~Ul and testament,
hereby revoking and making vtHd aU former wills by mG at llny titne
h/lretofcra'mada.
"
flRST. .I dirGct aU ,my juat debts and funeral eltpenses be
fully paid and satisB.e(\ out: of: my estate by thy personalrepnsent..
ativeheTal.naftet: named as soon as cO\lvl;lnient1y may be ,done aft;lilr
mY deo~ase a\ld the .'Uoffman Fun/lt'a 1 Home i.B tc" be the Fune,t'a 1 D1:l:ect,br.
,
"aRCONO. I order and direct that: all of my estate, real and
perso\lal, be sold at eHher publ,i.c or prl.vllte sale and ,convet'ted
intI' cash and the prClceeds ther.eof I give and beQ\leathlls fol.low8,;
II. Two thousand (~?,OOO.OO) dollars to my niece, Phyllis M.
Out tarll .
b.Two thouaand ($2,000,00) dollars to lilY nephew, William Dutt,era.
c. Two tho\\sand ($2,000.00) dollars to my nephew,,~c;\nneth Outt:e1:'s,
payable to his moth,81:', Mar~aret: A. nut tara , for hi~ use and benefit;,
..
d. Two 'thoueand($2,OOO.00)dol1.ars to myf,;i,end, J,(;)an Zimll\erman,
of MEsllhanidspurg, R. D., Pennlly1vania, or 1\6,1:' 1llBue.
e. Otte, thQt.tsand ($1,000.00) .do11ars to the FiTS\: Lu t\1et.on
of oarl1s1.e, pennsYlvan:\.a.
f. One thousllnd ($1,000.00) d61.1ars to the 10oa1Maa1.a on Wheels.
g. Two thousand ($2,000.00) dollars t6 my aister, Vera F,Gelwioks.
h. My d:tamon~ r:tng (threedilimonde) to my niece, 1,>hyllis M. bUtters.
i. My diamond r:\.ng (one lat'gellnd eleven small OMS) t;oTerry
"
Zimll\erman.
11'i.ve hundred ($500.00) dollsrs to Mark Zi.mme~man~
200
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA SSI
COUNTY OF CUMBERLAND
Before me, tho Reglstor for the Probate of Wills and srantlng of Lottors of Administration Indnd for the Co",nty of
Cumborlnnd, porsonally ~atno Henry J.. RtUE\ rt
who, ,bolna duly Awor"
I dol'l S doposonnd sny that liS Exe c 4 tor
OrUla F. putter.a
of tho last Will and Testament of dooellsed ,
he will weiland truly administer tho goods andchallels, rlahts and credits of said de~eased accordlnato law, ,And
, Swort{
also wlll dlllgOl\tly comply wllh the provisions o( the law relallnsto Transfer 'nherltances. .' and subscrIbed before me.
J '<fI . 81
, uly ~'7 .~. A,P.. 19_
11... ., " . / ..
/~( ./~.--::.t::
(...~
}~{:;,:
~":
~~:
dl,:;
I;':
"
\.TjU .
t) ,
v{:~
z
,r-- .t','!.
N J-~:.i
n......
=t '"rr,
, ~~
SO a
I/!
N
O.
]
u.. I
0
....l
..J -I
- ~
3: ..~
~
d
(0,
~
!
10
~
~ .
; ~I
.S .
I 0' I
a I
! i
1
L':I
"II
\0:';;
.,,!.I
~
r-t
C\J
DECREE
Bo Itremembeted that onlhe 2ath day of
.f111 Y
.A,P..I!l...!U-. thoro WI\$ probat~ nnd
,. ,'. ..' -"
te~or,ded the last WllIllnd To-tament Of~illa' F, Dutterll
NorthMiddl~n '1'n",naf,lp
Deceased. l.etters Tut/lment8r.y were arnnlccl to
WltnolS my hand arid official soalthe day anti y~ar aforesaid,
late of'
, cumberland County. Pe~nsylvanla.
Henry L. Stuart
-,
2D5
0/:ld, .~~,~'f'1' .7? /
4 'f:. '~alster
,\
~WiY.l..Y1ilillLLNlif.IlJTANCE 'U~X.QfN r: HAL iN F9 RMA TlpN
I, f!:RSOJi.tB!~Q.@BLUQ.R, Hf.rUllli
Sacllon 701 of tho InllOlilonco Illld Estolo lax Act of 1961lHovldos thllltho fnllowlnR \lOrSOnS sholl "roporo nnd fila
a relurn: '
., 0, Tllo porsonl\1 roprosonlallvo of 1110 oslota of tIIo docodontas to nropllrty of tho docodont ndmlnlstored by him
nnd such a(\(jill(llwl\Jlopnrty whicllls or may bo suhioct 10 Inhorllanco Tax of which he/she shollllnvo Of
acqlllro knowledge: '
. p, ThlllrmlsJeroo of prororty u"on tho tronsfer of which InhorlWnco Tox is or moy be Imposod by tho 1961 Stntulo;
IncludluR il trustoo 0 property trllnslorrndln trust, provldod that nosopafnto roturn ,nood be modo by thd tlllnsleroe
of proporty Includod 111 thll rolurn 01 II porsonAI roplosonlnllvo, ' '
2, PLACE FO~ FILING
,._. .-- ."'4-
TIiQ lollunls 10 bo fllo(\ In clupllcnlo Wllh Iho Roglster 01 Wills 01 Iho, county Whorolnthe docedent resided,
.. 3. TIME FOR FILING
Tho rollllnls chlO nhie months aUor the decedent's deolh, unloss on extonslon for flllng has been Applied for and
gran Iou by IhaSacrot~ry of Rovonue within the nlne.month period, ,
4i EAILlJROQJILE RETURN
SoCtloll 791 01lho1961 Statute prOVides lhat " , , ,any person who will!ully falls to file a raturn oro\her report
reQulre(\ of him, , ,.shall be \lOlsonallyllablo, . ,10 a,penalty of 25% of tho lAX ul\lmately found 10 be due or $1,000
whichever ,Is tho logser 10 he ro{~overed by the Departnlont of Revenuo os debts of like amounl ere recoverable by
101'1;" . .
5, TAX RAT]i
Inhorllal,lce Tax ,Is Iloyablo at tho ro'le of 6% ontrensfors to lineal descendants, such as father, motller, hUsband, wife,
son, daughtor, grAndchildren, grl1ndpOlont, son.ln'law and dauRhler.ln.law and at the role of 1>>% as to all others"
6, flmlENT OF TAX
The lox assossed on the liansferof property reported In tho return Is due 9 months after Ihedece~enl's death, Interesl
ol,tM,rate 0, (6% por aonum accrues thorOa,fter until paymen\.lS mado, All paymonls recelvod are flrsl applied 10 a, nY
In, la,roSI which may b, e due with any remoln,der opplled to the tax. IF TAX IS PA,IO WITHIN ,3 MONTHS AFTER THE
,qECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED,. ,'.
. All checks, llMUld bomado payable, 10 tho"RoRlslar of Wills of,tho counlywhorolnlhe docode,nl resldoqMd a,re
recolvod sublect t9 the flnol dolnrmln,atlon of tho Dopartlllont of Rovonue. ' .
f.AILUREJOPAY
Tho ltixos Impose(\, togOtllef)'flth'anY.lnlere,s,\th,or,oon',are 0 lIennpon real properlY, W,h,I,Oh lien remalnS,hfGffa"',,p\ Unlll
thelAxos and Intoreslhaveboon paid In full. Tho taxes may bo Sl!od for against a~y roo I properly In the dec~denl's
ostat,e or Bgalnsl any proP91ty bolonglnR to a transferoe Ilabla for the t~x,
8, FILINGOP FALSE RETURN
-----
Any porson who w!llfullymakes~, falso .relurn orraport requltad of him shall, In accordanoe with SocII on mOf the
1961 Statu Ie, be glllllyof a mlsdomoanor al\d, 01\ convlctlonlhoreof, shall bo sontenced to pay a IIl\enot exceeding
$1,000 or undorgo Imllll sOl1l11ontnol excQedll\R ono yeAr or both.
'II Y.I,!'1 ! q (1l~('f11
(OMMONWE,IL T1i OF PI!NNSn YMUA
OEf'IIIITMENT OF RBYI!HUB
TRIINSFER INHERI,.ANc:e TAX
RESloeNT OECI!OBHT
SCHEDULE "B"
PUfl80NAI.. PI10PURTV
(lml/'ll(ltloll~ Oil /lIJV/lf8/1 SldIJ)
Eatoto of --OlJ,l~ ..~ Dut,tll'1
ITeM
HO.
1
2
I 3
I 4
j a
I 5
6
1
PQ5CRIPTIOM
v~IJB
. .
cut:f.f. fa 1162
Acor~ud ~l'tt.r"l;
Olt:t:lf, 116289
"(lc~uod tnt.&mOtl t~
cUdt, 21021.1
1I0ClfUlld ~I'lturwnt
ahQ~kth. .~~'t""~OO~9
IllUilrII lI,t,
bedanc1 VflUllY S..vi.nUtJ t.Loan
CI~tt~. '10~70983&
tnt:4Il:'6c'l:
all.-tit, f09~U3iso
1M IJ 1'0 fit
4oo't 11:31000
lnl:et\ll.t:
8 'dr (it 001<1 Q01rI, lUl1l't'i,lau t" 1\410l\;'hCliI
9 S Dnnl,'" \~1.... U64~6,."67
10 1 rrenkUlI half U~.50 '
11 1 IJ,llnnClWtr, U76.Uvn dQlla1"
12 1 Dol.. l$'ta ' .
13 1 V...,t ....,Q..~"4,
, 14 1 1'.,.1' aUI'!t~. (bid91?\\dlt:1cit1)
I 15, 2 Two 4QUa. 'bUll
I 11 1 ,ll.,l\\",.O,~".,".,.Pll, . ,"."d",llll"O,,",..,4, .f1UClll! W"'~,Ch
'. 11 1 .....n.o14 ,~.4 ,010'ld f,ollwUoh
18 l'~dl.lt ,Cllcl'drl.18R
, lt, 1 ...11. '14..... .1 r~.
10. 1 a.J.~ lieU", rln.() 'lllAUd14I1\Ot\\I,,~
.,.otfto.l11 ~.qu..t~.4. It.. I(n) in w 1J.
A,~'d... V41u..ttauh1l4,
21. 1 ...~~, 1.4\1.. ."'th1.t ~t\\1
21.1 "lclc1l.n,.bltM", ..c;t~IIII,w!llt. ,Old '
IS, 1,.,0014 "'dt~~ d", (1 dUlIo,uS ,,1.1\ 10'IM 1
(U....~c:\.), " " .
j e,.ot.Uoll1, lJtqu...I\.d. It.. 2(1)ln w 11
41.pr.h...y.~\SG at;.t4Clhllll' , '. '
24. "eNlehOld .,",. ~hh~"" oUhtr .b . it
'"'. '..... r. 01_,,,1 et;' ed 1
1
If additional sPocOI$noeoa~oty, UIO aw' K 11" shoots,
COtlTOOJED ClC NUT PAGE
'Al'MtJ/D
VALU,
as,GOO.OO
~79.?O
10,000.00
241 . 11
1,000.,00
? .'83
2.25a .Ot
. .65
1U.OOO,.QO
102..'$7
U.OOO.OO'
n.n
4.214,11
15.48
$$0.00
. 6.00
4.00
1'.15
2~OO
WI
.a,
J.~O
150.00
al;. Of)
00.00
10,.00'/
450.00
$0.00
35 .00
1 JOO.OO
. 571.U
4
PBPARTMBNT
, VALUATION
(aI'I'ICIA~ vse ON~ YI
Ii
In._
III \,..111.1 I )(.', {tn.IIU)
COMMONI'/EI\~ ftl or l'ENNHVlVI\NI^
OEMnTMENT OF naVENUB
tRI\NSFElIlNHBllITl\NOP T^K
1lfi810BNT DBCBDENt
SCHEDULE "0"
IIENErICI.r\nIER
(lII.!fIII"IIOII.I "" 1I/IVIIISII Sill,,)
~6tuto of OlIU]",. D\lHIlI/I _
,J - RUnVIVtD DATE or
BBNEFICIARIES AND AOOneS81i6 Rlil^TION8HIP DecEDENT BIRTH INTliflEST.Or BENEFICIARV
-.- .. ----".
~ry f~ f.~t'IIl!lI4.J16JMr:prf:tJ ...None.",..... u '.u Yaa..-.. ~_.~ _"'_'__7...,n .o.~ ~DUIIlOIiHl ....,".
Dr" Iot.a hill ta 8hur.I.L~_!!.O 5
~~~,".'__~'L."~..._~_ ._,~ __.~~~.. ~-;-.._,_ -n-+~'-rr--'.----.----..._n____.'~ _._~.,..~~.~--~ ~._-..
-.. _.~~~..~.~.....~_.~---......--+--+-r_.~ ....--.--.-.~.......__._..._..- --"+-. ----.................-
Mat'k ZA.lll1l'n~'\. fill r:r~~\'fllt None Yu .J.1'tOO , 00 hecaueMt
Dr, .>>Iultau;{.l,l t9b~1 t II, :/0$ ----~,~'- ---- ________~____n_._ ...,~.~-~----------
....------ .--
,
, "
- -...--
Phvlllll M, Dutt~l'l:.. p~ox Nt.e. Yu JJl!otW~ ~~'4
" lit, tH10lllllR. 11,1, 01 --' dUll lit" !Sth of.
~-- "'Ii
- . -- ~----
...!fUll.HI tNtt61t'II, 1021} Chu'L'~1 tlnphoJL_ ''l~fl -- $~.onQ.l,ln & 1/5*,-h
St',,1lI1dw-'1\. N,'l,ll,UO, I;.'<tl) ldUQ
--- -_._-----~- ---
-....-.___T~._~~.T __T_. .n;_...."....~;~~~_ ______'._.T.__._ "',-'-- . me _.... ,. . " -.. _._.--~~ - -- ~~--_._~ -~.,.--~-_.- '" ._.mm_._._m_.. n~._ .._--',-~..",..~-+--.~-~".----
!illi:pl'<lt: ~ .Dl,lttl~.ll!L.J,'l'l~ " "----1:tQlli'IiL.._ __:VOIl .. $2 . OlIO . 01) I. U,..h
Dutter. . ~ H.mpton Road. ' of :1:'8$ ldu. ,
LynbroQlt, N . ""\'T"TI..',\(\3 -- .~~_.- L___
"
- ,--~--,--,-------- -............---.~~. .-- ~
,
._,
JNn Z f'-'talIl\ ,," M~l'IIla.'~te' .... ,. ,Nf.l!'lIL__ ---.-.,..... ..Yf,I'l.mu ------ ,. ----~.._-~--,,---- U.OQCI.~UlS.t \1,
n,..,. YI4'II;1l!lm!4Hlbu1:$1 ,Pa. :L 10JJ ) of l'..,,1du.
- .__...__........c_~____.-~___.... _."...~._._ -"- -~~--, - .. .._~-- '," .---"-_._--_.~~'" 'T__ "j.-. '.. .,. .,.. . ....,........ ___.~_.. '''_1
, "
.. ..
MeI1. on Wh..l,.. 0/0, MLk.. " " .JL.o.oo.~ 1/10th
-- - --
Or..u",.a.:l3 1010 PHt ~t, . of! tGll1du.
ea"1l.1..., h, 1'10'.,.,..,.---'-----.-- -~-_._---.. -- ---.--.--.-.-. . .
,
,-" ,c_~~..______ - ---..-.--- U~ -------------,--~~_.-...--.--...-....._-
,tUt L\lt~*'.aCJhutch. c/o , -fuooa"oo ,
- , ..--------------
RObe~t' ~.I1t:tlal. '1t~"IAl, . 'lObI! tift I'tddUCl
Olllldhhl. Ilia, 17013 -
---.- .-.---- ,
"
's --...--. _.u._....-__.__._~_------.---._. ~ ~~-_.------- --~ -------.,.......;...--- -
Deoedttll' hutthrt~'~1n,'1IlW J? /.'l1.t1 B. Cd" ! ~lc"l p1.'Ul.!il H1UlJt\d tilt deuedol'l.l,. ,
"-" ~ -
, --~- -----~.~................--.- ---------. -...'"-"
,
-- -
The nbove bensflollltl81 wete Hvlng at the time of t~8 deoedent's death sxoopt for ths follol'/Ing;
NAMe
OArE OF DEATH
-
Nl'Xlo
,.
If liddltlon.l.paolll IlDOtlUrv, utO BW' x \1" IhoDU,
INSTRUCT.l.mi!.POR co, MPLET, ING ,80!:lJ, OUL, E ',,'E"
.. .... .... .. .. -. .. ,... .... ....
Schsd\lls "p" mutt InoludoellpropartV. reel and personal, ownsd by the decodenqolntlY with Inoth,r
perty or partlee u joint tenents with right of survivorship, Both tangible end Intangible prQP~rty are to be
Inol\.ldad. Lle,t raal estate flnt,
1, Oescrlbeall real proporty es Indicated In 1110 Inwuotlons for Sohedule "A," Deecrlbe allpereonal propertY
as Indloated In the Il1ltl'l,Iotlons for Schedule "8," Include tha name, addre" end reletlonehlp to the
decedent of the co.owner!l) endtn8 date, the lolnt ownerlhlp was eetobllshed,
2, I ndloate the total market value of the lolntly ownod propsl ty,
3, Indicate thfporoentage of tha deoedent's Intorsst,
4, Indloate the mark,st valUe of the deoede,nt'slnterl1st,
~ !i! ~ 8 g ~ ~ ~. z ~
~ '~ rn 0
z z ,1;1 , ,
p p
z ~ ~
0
"
-<,
,,..'.
~, ~. :';~ :!~ ,2:
E" ~:
.
":.u
L. !Q ,- ."~
tit ;r:~~
..j,~ ~, n;o~
i~ ?(jj'
1t:~
0>:
F l"Jt.,) ~ ~
d
16 Wesl IIIgl1 Slrool: CClfllsla, l'onrlSylvonla 1701:1 ~49.~5~6
CUMBERlAND
~LLEV ~,~
(IN!) lfY1N ASSOCII\TION
HenryL, st\\art
Attovney~At~Law
1~3 B. He.nover Bt,
Oarlhla" ~A 17013
A\lg\lllt 17, 1981
!tEl Orilla 11', D\\ttera
Dateoi' De/1.thl July 2~, 1981
D,ear 811' I
Below pleaee i'~d the ini'0~at10n yOU req\lellted 1>> YO\lr letter
oi' Aug\18t> 5 j 19811'eglU'ding~)le ,above mentioned Date oi' Deathl
A1:L aooountll are 1n the name or0r111a 11, puttera only,
oel'titioate # lO~709835 opened 7/31/80
:f'9nllwed 1/?9/et "Rate ~ 14.':\71~, ','
$10,000.00 Balance
.7R2.57 Intereijt (1-29~81 thl.'\l 7"2~~81)
$10 ,702.57 TotAl
i'
09rtV10a~1l II OCJ_6CJ':\7':\O oneneq 6/2.4/77 rate 7 ':\/4%
$15,000.00, )3ll.:J..e.noe
., 77,69 Int!lrellt (7-1-81 ~h:t'u 7..211-81)
$15,077.69 Tot~
APool)nt #137000 01)enod 9/9/~q
$4,214,11 Be,llll\oe ., '" ,
" ',17' 48 Interellt (7"'1-81 th%'U 7-2~..81)
$4,l?.29.59 Total'
Ii' thel.'e are any,quolltionll or any add1t1onal inrormat1on ill
needad, pleape reel ~:t'ee t,o 00.,11 this o1'1'ioe,'
81noerely,
r) ,
" ();..rXI.;J'l.~{.;i'
Riohard L, Kuntz ~l
Aooounting supervipor
ttLK/dmC)
LAS'!' HIJ.L AND 'l'I~f)'J'AM!!:t~:L
I I, ORILLA Ii'. DllT'l'rmA, of Norch Nlc1dltltrl11 ')'()wn8hl.p, Cumborland
Cl;lunty, pennoyl.val'lill, bel,\\B of 80und mh'ld, memory I1nd undorr~tl1ndl.ng,
do make, publl,sh and deo1a.t'e I:hia as and for my lallt\~ill tlnd testament,
hereby tevpking I1nd making void all f.ol:1l\er \~UlR by me at al'lY time
\1.e"',atofora made.
FIRST. ! dh,'ect 1\11 my just dljlbta and fut1E1t'lIl expensu he
fully paid and antia6.ed out of JIly estace by my personal represant..
<<tive hereinafter naJllsdas soon as conveniently mpy be done nfter
my deoease and the HofflWln FUlleral HOlllo 1a to bo I:he F~1I'\eral Director,
SECOND" t order and c.\frect ~hat a11. or. jny eAcote, real and
per/lonal, be sold at 01 ther ptlblic or private Rale and oonverted
into oash .and the prooeeds thereef 1 gl,ve and bequeath as follows I
a, Two thousand ($2,000, 00) ~ollars to my nl.ece, Phyllis M.
Pl.ll:tera, '
b, Two thousand ($2,000,00) dollnrs to my nephow, Wl.1u'am Putter/il,
c, Two thousand ($2,000,00) dollars to my nephew,Kenneth Duttera,
paYl1ble to his mpther, MarM~'et A, Duttera, for hl.e uu'anc\ bnnsl!1t,
d, Two thousand ($2,000.00) dolla:t;'!'l t,o myfdend, Joan Zil11l1\$~n.
of Meohaniosburg, R, D., ,pennaylvania, Dr ,\1Ill:' issue"
e. One/thousand ($l,OOO,OO)dollt\n to,t:he First t,u the ran
Ohl.lroh. o~ Oat'Uale, Pennsylvania.
f.One thousand ($1,000.00) dollat's to. the .local Meall! on Wheels.
g, Two chou!j,and ($2,000.00) dollaI'Il to my slster, Vora p, Gelwicks,
h. My d~amond ting (thr.ee d:Lamot\ds) to nlY Ilieee, ~hyUia M. DtIttot's.
, ,
i. My"disll\\1nd .ring ((me large and eleven small oMll) to Tert'y
Zimmerman.
j, Five hundred ($500,00) dollars to Mat'1t Zimmerl1\8.n,
RllY-"U B M+ (MOl
INHERITANCE TAX SUMMARY SHEET
(l3UREAU USE ONL.Y)
[] Original
o Suppl'!l1enlal
o Remainder
Pile Number 21-81-0465
S,lal' Nom.
Orilla F, Duttara
Dot. p,fClath, '. July 24, 1961
$qolol S.curlty Numb.r -lli-34-2917
REPORT OR INHSRITANCe TAX APPRAiSeR
I, the underll,ried duly appointed lrih.rltanat Tall Approl..,ln ond forth.County'o/. Cumberland
P.nn.ylvonlot do rel,putful,ly rep.,,, that I lion appral..d the real and p.,.onal properlY at r~.~.d In th',,""',olna
rttum at the valu....tforth oppOllte lOch Item In th.l..t oolumn to the rl ht In, $ dill" "A' , "8", "e", and "1"
Dat,dl Deoembor 16, 1961
AllaR'
INVINTORY
R.ol P"OpII'V (hh.4ul. AI
Plllonol PIPP.,ty (hh.dul. B)
hlnltH.1d Prop.r1y (Soh.dul, I)
TlOn"'" (I~h.4ul. 0)
TOTAL OROII ASlin
1.1.. D.b,. 0.4 D.4ultlon.
(SCHIDULe P)
CLIAR VALUI OP UTAT8
o LIf. altot.
o Annuity
VALUI AS APPRAISID CODe
000 00 00+
313 94 tOt
NONE 10+
NONE ac+
118, 313 94
010.
ADJUn"'IHU
(H~RRIUIURO use OHI-V)
RIMAIHDIR APPRAlse"'eHT CODI
-
.
-
.a.
;-:= -
WI
, FACTOR
PRlliCIPL8
VALUI
COPI
-
peR USI 0.. RIlO,"ITIRONLY
T.. on .
T.. on .
T.. on .
To. on S
To. on S
1..mp,lo.,'
To'ol 111011
QlW.
COMPUTATION OP'T'\)(
S .
S
,
-
6to
"to
.'
S -.....-'
S
TOTAl. TAl(
INTlRUT PROM
BALANCI
TO
S
S
S
I.... e..dlU
pAn onAyM8NT
AMO~HT PAIP OISCO,UNT
, ,. + ,
+
INTlRUT TAl( CRII\It
... .,
iI
BALAHCI
TO
*'
APPLICATION TO
TRANSFER SECURITIES
FI\.E NUMBERlll '" ....,
COUNTY · ..--
IIUV,ijl'/ ax. (7,801
COMMONWUAl,TH 01' I'UNNSVl,VANIA
OI'.f1AIITMl'.NT 01' R..veNuu
TRANSfeR INHeRITANoe TAX
STATE
RESIDENT DECEDENT
NOTE: THIS APP\-ICA'1'ION MUST BE PILED IN TRIPLICATE WITH THE REGiSTER OF WILLS FOR THE
COUNTYINWHIOHTHEDECEDENT RESIDED A'1' THE TIME OF DEATH,
,
Name of Dlalden" "OdU. ,. .......
Oil' IIf 0111111' ~"'4, 1...1. ' OlluntYI
Addre"ol~,' ,',',',',.','",',~ ".
OIOldln" , ' ' . !!
, .... . " ,"
.,,' , ,fl.
(ClTYiPDRoucun UH AT i:,)
DATE
-
~1,aIl
17011
(~II' 0001'.1
DESCRipTION QF SeCURITIESI
0, fh""'~~h'" '1eoa"~"
- ........-~ . JI: bp nnlU1Nd _ .Ft'"
1, Stookl
.,'10,. - - -' -.. b, IJ -IT
INUM,fJF.R ur ,1tt'tAHIU,\ _ (CI..A.~ V!~_ _O\;~)
""1'" .. 100, .....
"d,41 "" .. "" .....
-" (DATU OF IltsuANCa)
".J!d7l.OO
leATl'. OF 01'.I\TI1
TOTAi- MAIIKl'.T VAi-unl
2. BondI.,...
,
b,
(INTef\esT, RA;.el,
D,
(MATURITV DATal
, (fl'ACI!: AMOUNT)
d,
(NAMlt O~UI8U1N()COMPANY)
.,
(CPlTE or ISSUANOEI
I,
(DATI'. ClF,oll;I\TH
TOTAL.MAf\Kll;TVAi-Uel
The ..ourltle. _re registered e8 folloWIl' 0I"~1a '.' ...... ", ., '. . '
" ,',' (NAME all NArVlal,IN W,:\ICH CEIITIPICATUSME IlE<:1lsTEf\eol
Nam,' oll\ppll~an~I"'" '~
Addrtll ~I ',.' ... ...... '.' , ....
Appll~~,rtll .. '.,' '," ,~ -~'.. " ........
..""'"e . 'Ih'
l10U
(~I P coon)
(t;ITV;~OR00~Hl
(.:rA1<<1
J ~ <h 11- .,...
11,' '. .,~" +1~~<-'''', vC"
,(II riA URRl . ,'..
9QNSJt:lTJ'O TAANBF~fI BEP4i3lIW
I, hereby obnsent to the trer\81er of the above so.ourltleR end welve the filing of e oertlfloete oertlfylngto the
Pllvmentof the translerlnherlteMe '1'8)("
Signed lor the Seoretary of Revenuu
9,...(l~,,~ IfJ1,flf';2"...
, " Tnl . ",
i9~," .", 'a,..;;.~"..'~,'",.'.
.~ROPWI " ..,.
BV
REV 4WlK 1(8-8\1
*'
COM, M~~t~t.l,lnl0J,~~1n~t~N!'
IU"~U 01 '.M\iNAll\!N
APPLICATION FOR CHARITABLE
EXEMPTION
FROM PENNSYLVANIA TRANSFER
INHERIT ANCE TAX
._ ..n. .e" ..-.-- - -
Nama of O'ceden'__~or i lJ.JLF....JlUt.tera
FII, N ~~~J_~4.6.i
INSTRUCTIONS ON RIVIRSI SID I 'J 1" '2' 4
Oat. af Death U y ·
1981
County" cumberland
The comnionw, e,alth,'I,a,y€&w.\ila.vllhL" ,p) th....:.PI, 9"WIty ;'wr,,'l\ '<', hli,d1JlJ', ,a ,Jl~.'ll1RtIOl1Rl...pJali1, ed II
$ 2. OOQ. 00 Rp~'ilt~i9, ,~f'WW~uth\JItJ'f'OP,.l'ty~(lI'lf.,..,h8i'i a"qstt:lflltflm'O\Jr'if~f'cclih, the
exemption cannot b. apprllved until th. valu. of the property has been .stabllshed by appraisal by
the Commonwealth/.xcept In tho.. co... where the omount of the gift or bequ..t r.pr..~tnts a
stat.d fracllonal or perqentClge portion of fhe entlre estate r..ldue, In' tl,olecal,. enter ,uch froc,
tlonal or percentage amol)nt above), ' '
Check the mann.rln which the transfer wal eff.cted and 8ubmlt a copy of the docum.nt authorizing
th. t"ansfer, unle.. such mat.rlal nos been prevlouely flied, '
WILL'~ I peSD 0 I
(If other, elCplaln)
Corr.ct BI,I'lne" Name and Addrele of Chqrltabl. Orgonlzqllon recelvlnEl property:
NAME ,irst Lutheran Churoh Mellls on Wheels
ADDREsscarl1s1e. Penn$ylvania Cad isle .Pennlly1van1a
TRUST INDENTURE 0:
SURVIVORSHIP 0 I
OTHeR 0 I
o A Hst qf addltlonal' chClrltable organlzClllons II attached,
~f~i.~~~g~~!~~:::..t'~~.:~!WtO~~8~~~~::~':'~"~:.~":'82
Addr." of Applicant 3 ~~thHat)ovor ~tt'eot
Carli~ 10. Pa . 1701j,
DO ,NOT WRITU.LOW THIS LINE. fOR OPPICIAL US. ONLY
o APPRovEI> RIO /, IR OP WIL~ './ ~ (1 ..
o REFERREI) to .urtau I'l_adqllorl.t, ~,~,~ ~'O".f ~;,,:, .~I!{. -~- . ~ '~~' fA",t?,-/KrIZ
BURIAU H ADQUARTiRS -
o APPROVEI>
o DeNlll>
Il'."oiur.
-- -~....--~-~ -llif.;;"----------~
liii.-"irA"i'iton
The Applll:atlon forex8Mptlon hae been denied beeaule
Note, Any party In Infetest, Including ,'"Commonw.alth, aggrieved by thl. Clctlon may wlthlnelxty
(60) daye a ter fhe dafe 01 this notice 8xerclle their rlghte alProteet, Notice, or Appeal In aecordqnc.
wit" the provlelone of applicable Penneylvanla 'nhArltance and Ee'at. Tax Ac;le.
rU,:COfilll'l
nFr," ':
CHARIT ABLE IXEMPTIONS,
'R? ,1/1,1'119 1"1
Section 302 of the Inhorltanca,and,(Ustl;ile To,)( Act of l~~h~,ndth,Act of May 28,1956,
P,l, 1757, as amended by 1959P,l, 621 provldl]l fOI'13)(el~p'tIGne'frbm Inheritance tQ)( on
,transfel's of property to or for the use of'qOollflAd charltlas,
(1 ) Anyone seeking a cha'rlta'bleexempiflon from Inheritance tax .hall file an ap-
plication, In triplicate, wlththe"R~glllhtr of wills for the county In which the
" decedent resided or the county where letters were Issued, on a nonresident,
,,': \"fl6W)~i,'a~\ nb~'f~~~S~m~!t~~\e:r:cih0e~f En:a~~~~~ib~~~e~~6~~ ~s;~:~cm:tt:!rf~lv':
sian"6th Floor, Strawberry Square, Harrisburg, PennBylvanla 17105.)
(2) More than one chClrltable bequest maybe IIste~ on the application subl.ct to
the following relltrlctlons and limitations: '
(Q) All of the org,anl~atlons listed on an ap,pllcatloli fo,r, charitable " xe, mptlO, n
must, be qualified for approval by the local Register of Wills., Such
organlzatlohs must appear In the "Cumulatlv" List, PubllcQtlon No. 7$,"
printed by the Superintendent of Documents, Washington, D.C. or must
qualify as a IC,lcal established church 0.1' cemttQry Qs.oclatlon of a church,
(b) APP,lIcQt,lons, fO,r c,~O,",rltable, exe, mptlon,s on ,bequ, eat,s to organ,'ZQtlona
\ .rr1~~tPlf~t'~I~;'t bl~~1-~all!YH;r~&, &I~~~~ ~~y ~~~~t~II~~~;:I~t~lx:o~~t1 ~,h~~~~~:
\Jrgan "a on n e 'th I\Jrm. ' , , ,', " t' , '. . , ,
(c) When ,an appllcdtlon Ie prepared to cover more thcm o,necharltable
orgC:lnl~atIQfl, the name and addreu of each of thec:harltQble or9anl~a-
", itlon,'s an, d\,\t~&'".Qmo4ntir~ra, pp,tQls,d"VQlue Of\th"Prop'.nty.!f~r\yhlch, the
exemptions are claimed shall be listed on an attached sb:eet,,\, ii'
. ')';'
(3) ~g,:;~~I~e:~I:17hfh~: :;;;~~~~~e t~:t~~tLogf~~~I;~~;'p~~tn~8:h~~~1~t:f~~d t~~
offlclQI notlc~ of QPpralBement, (Form REV:.518b't 'f{UV.S2G) for resident
decedents, or the,',letter of notice ,of apprQlsement afldQ".s.ment of tax for
non-resident decedents, has been duly HIed by the Commonwealth's ap-
praiser with the Reglater of Wl,lIs orthe Department' of ReV~t!14e, as the case
may be, and a copy sant to the taxj)ayarQsrequlred ~y law.
thl. form mual be ~Dlnpleted In ltlpllcote ond 011 Moo ~Qplo' dellvereclto the Regllter ,of Will, far th. Cauntvln .whlth the
decedon,t realded, or In wnlcn letter, w'!reluued for"a nan,realdent d,~ed.nt'l eltate, If the decedent .wal a non,re.ldent
of penn'Vlvanlo ond letterl were not Inued bV a pennsvlvonlo Regllter of W,,' ilia! deliver 0, II three caplel tOI PA,Oepart.
ment of Revenue, Bureau of Examination, Nanrelldentlnherllance Tax Unit, 6th Ploor $lto.wbe"v Square, Harrl.bur, PA
17127," "
WERAL I~HERITANCE TAX INFORMATJQli
Unsatlsfl.d lIC1bllitlu IngUlled by tho docodent prior to hls/hordoath aro dodllctlblo against hls/h.r taxable
utate. In addition to debts Ingurred by the degodnnt or ostato, othor Itoms are c1almabl, Ingludlng the gost 01
admlnlatratl,~p, ~t!orney le.s, Ilduglary loea, lun.ral and burial expen60S Including the gOlt 01 aburlallot, tombltone
or grove n(arkor and other reldted burlal",xponses.' ",:.' , . ',; ", '".,\,
All deb" being claimed agalnlt an estatenre sublect to the approval 01 the ~,glst8l' 01 Wills with whom the
Inherltangll Tox Return II filed. Evldel1Q,ta support the degedent'l or the eltotellliabllity lor the debtl being
claimed should be attagh.d to this sghedlll,.
, A family exempllon mClY be claimed by a apaulO 01 a denedent who died domiciled In Pennlylvanla, II there ,II
no apouse, or II the apouse has lorfelted hla/hor rights, then any ghlld 01 the decedent who Is a \\lemberal the same
,hoY,~,nol~, QQI1 claim the exemption. Inth"ev.nt th,ere Ipo sug~,apOuRor qhlld, 'he,.~!ltllPtlqn(can be clolm.d by
It'par.nt or parents who are membm 01 the sam. houuhold as th, decedent. The, family exemptloh la allowable only
,agalo.t alletl whlgh posa by a will orby\the Pennsyl~,anla Intestat,I..Rws.' i ,,(,.
. " . ' . .' . ~ . . , , ' .,
, "j,' ','. 1\.\\' _ . r .'" ; - .: ,- . -. ',- r ,_ i_. _.' - ~- _, "- ,-' ,;- '-I)~,
, '. "NOTE, Comp.nlatlon p~ld'\o 'an ettale reptdontallv8l namely, on oxeculo!or cidmlnlsiratol,' lor atrvlces
, . ,,'Rerlarm.dln administering an utat.Js,rQportabl..Iqr PennllylvqnlCl IncomelTa\< .purpo".,llh'is taxabl. Ingome
,Item should ,b' r.part.d on lorm PA.40.lndlvlduollneome Tax Return.
, ,. -' , ~ .
" '
~:
., ~i
1 If' U:,; 'JiJ J, t
, ,
'cl rJ' ,,:,~
" ~ ~ "
,~, ~
. ' 1<\ Z
.. . p
8 ;,g '~d';,;' ~~ J
,~, ,",m"~ ' .1"
~ .~'.'
"1\,
~ "
I'!
v~'~
+.'
:J,C t\
,-' , ~
-'.1,;
.' '
t I',
, '
;"_1;'
, ,0'1,\.\ ),
;1
, ,
, ,
,\ '" ., , v' j i
/'.\! j~,
!~,L1'_' h, !_, J;'
, 2:'
.1,',.:.:'".
h
"
"
Q.
\'j.
~
"
1,It
;, r~',
\/i
'\1i
l+l
l""
.:.L:
~
'~
"', ~~'.
,..-.,.,
;);U
,'"i:iC;
.'..'c'
'{;~'''-3
l.jL
<,l
:,1 t,
"1
..~ ,( '.1 ;
,"'
, ,
....; I' "I
"
"I
), ~
" '(",
\'~," I' ';1,'
'~ -', ~
. ~
" l,,.,
" f.i!
on .~-- ~j
,"
(
, '~
, ,
, "
,l.r'/ '.'i\'
~ ,e,'
t'
lNSTRUCT19NS FOR COMPl..EtlliG SC~"
':'1_ f.:.;
'I. If the,!l.1mllyexemp,llbn II being claimed, Indicate the tl~lmont's name, ad~ren and his/her rtlbtlonshlp to
tha de,cedenti litll.t "famllyaxemptlon't In the remarks, 901umn and th., amount claimed In thel.1maunt column.
2. A~~9n e.on~aeuUve numbe,rs to each Itam listed.
31. Enter, the dMe a,nwhlch each debt we. Incurred and/or pold.
4. ."tt;.the namu 1.11 each pl.1yee.
5. Provide a brl.( expl~notlan In the rematkscalumn lor each debt, claimed.
6. Enter the o,"ountol each debt b.lng claimed. , ' ,',' ,
7. Th. letm, mll,t b. Ilgn,d by the per,en who has amm,ed the rroapanalblllty ler paying the debts.
IF ADDITIONAL SPACe IS NECESSARY uSl:aw' x 11" SHEETS.
.ll!lfQRMATION
To Inlllre propor orodlt 10 yOllr noooll~l, Ih. n.lno of th. oatolo ond 11I0 numb.r ,holllo be oleorly, print.
od on'lho OhDok Of monDY o,dor, '
Thl. auollmo." la modo In ""cordone. Wllh Sncllon 706 of tho InherllenoO DnO EI\lIlD To~ Aol of
196\,172 P,B, D 2466.706),
To Iho .~IDnt Ihat Inherlllnco'l~ I' paid wllhln IhreD (31 monll18 ohDr th, oaelh of Iho,oeODO'nl, a
ol,counl of flvo (61 poro,nlle ellowo<i112 P,s, 6 Me5.71B!,
Inherlt.nc. Tox,olhor Ih.nte~on'o fUI\lre Inleretl, II dllO OIlh. OOID of Ihe dooedenl'I,dilftth end b.oom..
o.lInq\lDnl 01 Ihl e~plrntlon of nino (91 monlhl ollor 1118 oeoed.nt'IOealh (72 p,S, D 2488.7111. Inh"It.nc,'
T'~ on a futuro InllrO'1 le.poyobl' within IhreD (3) mOlllh. Ift"r the tronlf" toke, .ff',cl In POIDD"lon ono
.nloym,nt and I. dOllnqllOnt IherooflD' (72 p,g, 6 24e5.712), Clloulot. Into roll from Iho oollnquonloal' Ihown
on tltoflco of Ihll form 10 tI,e dote of OClu.1 plymonl II11n9 Ih' following 1I\lorool table I
...-................-- ...._~_........-.. ..............- ............ --.. ----.... ....------- -.. --- - -...., ~--'---_."""-"''''''' -_...-
1'monlh ,000 4 monll'lI .020 7monlh, ,036 10 monlh, .080
2 monlh, ,010 5 month, ,025 6 monlhl ,040 11 monlh' ,088
3 mOl1lhl ,01B B monlhl ,030 9 monlhl ,045 U monlha " ,060
...
, OIYI ,00017 11 dOYI ,00188 21 l;loYI :00362
2 d'YI ,00034 U day I ,00203 22 ooy, .ooseo
, 3 day. ,00061 13 dOYI ,00220 23 oaYI ,0038e
4 o,ya ,00088 14 dOYI ',cr237 24 oay, ' Qq403
8 08'1' ,oooe5 16 daya ,00250 25 dIVa ,00420
8 daYa ,00101 1 B oDya ,00261 2e o'Y' ,00431
11;laV8 ,0<) 118 17 oaya ,00284 '27 dl\'(' ,00484
811oY" ;00138 16 doya ,00301 28 dIY' ,00411
9'dIY. ,oolB2, Wdm ,0031e' 29 dlya ,00489
10 daYI ,0010e 20 daYI ,00336 30 oaya ,00800
, '
.._ _ __ ___~__ ...~_ "!"._'___...'... _..... ~ _..... _...._ ..._.;..... ...._ _... _ .....__ __... _..;..._.........._ _ w.';.. _._...._..._ .......- f'I"''''''' .....,
AnYparlY In Inla,.." lholuolng Iho Ci!mmonwoalth und IhO,I\OrOOnol rupre80nt,allv~" nOI,oll,flody..lth
Ih.u,o.am.nt' may abJ8C1 Iherato within 11~ly (OOI day. of tat ,ecDlpl of thl8 Nollc. U provloa~ by ,aaollo~,
100\ of Ih. Inhorltel1Q. and a.lale,Te~,Aol of 1901 In P.S, 6 2485.1001),
Ii
MBk.,eheek or money order payable 10;
"Reglste, of Willa, Agent"
Mall 10 Ihe aqdreU8 listed belOW: