HomeMy WebLinkAbout81-00491
No,,21-B1 -}91
peTITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In Ihe ee\ale of
~~o.,;\ neE;'
le\
\1 '
')0 le':::~
, deoeased.
'TO Allotsler of Wills tpr Ihe Counly of Cumberland, In Ihe Commoriweallh of Pennsylvania,
Pell\loner(l) II (af!Gjlhe e)(eo\ll {'~ ,named In Iheloael Will and Teelamenl of (~(!\'\ ,~ j('c:
Jl, l~91 es" ,', 'dilled "'!ol'r"r!Jhpr'~;( I 19~/7
Oeollden\ 1'1$1 a olllun of the Unlled Slale8 and 8 reeldenl of (' rt~I_1 '51 F' .'",'
Township (Sorough)1 oumberland Oounly, Oommonwealth of Penneylvanla,
Peoedenldl/ldon Fe:~_. Ihe, ,31~jf dayoflL,{U A,O,19JLL.,Inlhfl
OOUtlty~(('Uf\'\ ~(,)I\d ,',' ,IS\aleOf__P~ laUheageot '1'?'~ Yea";
Olo,dflnl:nfl (has nolI been married andjlli',(hae not) had ohlldren born lo,hllTr(her) Blnoe Iheel<'
80\lllon ot Ihe aboVe desorlbed Will. 1
Deoedent wae poseesseel of, personal property to Ihe value of 'p.;C'f): b(:{), cD
and of real Islate 10 Ihe valUe of
,; 'lO,bOC' , CX;"
, '
&3' G.S+red,
I
8' near as oanbe a'jrtalnedl ,aid real e,l.Ila\e 81Iul\\ed as follows
C,A~.~1:;;4~ .h~""
, ,rrherefQ(e, your'petllloner(s) reepeo\fully apply(lee) for \he probale ot Ihe said loasl Will and Tella-
, ,menl and W \.,etters Te8tamen\ary Iheron. ., .- ,
Dllted ' '3 I ( g I I (Ow,
'1'11"; , (rf Il,J/.,){\/"" ,,~K
, Name and addr,8a,--f) 0 ,'J:.,D~ ID.'D
of Petltloner(s) J I'" ,,' · C). ' ,"
'-' .' fiR. e,'S b~d~G I ' r A--n IO'b
~tl,' Q) (-\f,0 II" )' I reu$1'" pft~ee
,
~%~~,~N:~J~HB~:&~:BmANIA J II
:::.)1~ (l.rJl1A Itt!\\.It\fQ Nt~)^7t.. l.)iIl0~ pi shhlblrJ)1, GJ4e~/fr., "'r;e~~-r O!ltC'{;
named ,Inatlove applloa\lonl being duly -':"' .51.00':'M,oQQrdlng lolllw say(.) \hllUhe
ala\emantuel torlhln Ihls petlllon ara trua 10 Ihe bealofIio.\. '., knowledgs llnd bellaf,
and'$ubltQtlbed I)efore
1619,',
~f
,/ ~i{{CU01' )11
/!J~ Q('+ ' ' ,
/
Flied: A1-\guat 7. 1981
Allorney
.'
Whioh Jerry hoadOnefor me. It ia m~hope that Jerry and Jea~
will ulle the money to indulge themaelves in aome lUllury which
they might othetwille no~ have had the oppottMriityto get.
J, All the relit ~f the propectYl of whatevet nature
. . . . . ,
and wherever IlHul\ted, .1 bequeath l!l'\cldeville equally among my
bllo~oer Md Ilillterll, Jamell Huyett, of winoheeter, virginil',
Mrs,Gwendolyn Lunllford,of. Clearbrook, Virginia, MilS. Eli~-
I\bet;h ChildresB, of Annandalel Virginia, and Mrs, Ellen
Janney, oflildinburg, Virginia, H James, Iilllen, or Gwenclolyn
,sh<;1uld pre,deoease me, h ill or' her Ilhare !loall be cl iatr ibuted per.
atirpu among those of their issue who E1urviveme, II: Iilliz-,
sbeth shOuld predeoealle me, her I;lhare shall b.~ dililtr il;>ut~d
equally amoMmy other etllters andbrOtoer or, if any of them
h'no.t 11... ing, per atirpell among those of the ir lU,Ue who
sUrvive me. witl:\out limiting ,the Illlnerl;llHyof the foregoing,
thiS is to nolle that .theprimary J?roperty paelling I.\nder this
hrallr/,\pn will in all probabiHty be all of mY s,todk, bonds~
and 'otQer seour:itiu, all ofwoioh /,\re presently being man~ged'
.as puti of 1:11'1 allenoy I;loopl.lnt un(ler an agreement with Com~
mpnweal th Na~ional Bank, of HarrisbulIg, PannElylVMia. ,
4. I,ftm prase!ltly the holder of the pOWell of sl;IpO i!ltmenll
und,er paragraph 3 (c) of Ilha will of my'husbeindi ,charles p,
aoies. I. hereby ellElroiseeaidpowell of appointment to. tho
elttent neOeuary to have the property held. in the trUllt 'IlUbjeat
to the power of appointment: oontll ibl.\te to my estate sUQh ,.amount.
Q(~/)
-(jf,
'" ljt '( '~:
/?;Q~~~C.~ Jd,@&~JA,'
I'
- 2 -
300
,
l!IS is neQess~ry to p~y~ll feder~l ~nd stllte est~te ~nd inher-
it~noe t~xea which mllY result from the inel~aion of the prop-
erty in my eet~tefor feder~l or s\:~te t~x purpOlles, I do not
intend to exer6ise the power ofappoint~ent except to the
e,xtent previo~slY indic~ted, I c,lo not intend \:0 exeroieo
\:he ~ewlilr of IIPpointmen~ which I held under J?ar~gr~ph 3 (d)
(3) ef the will of my husl:>and, and I do not intend \:0 exeroise
any ethel; ~OWel; of appeintment which I rnl\Y hold",
5, In the event tha\:.~ny I:>enefieiary undet this will dies
within sixty (60) days following my death, he shall be deemed
\:0, have predeo,eued me for ~ll pl,lrposee hereunder,
6. No interest of any I:>enefieiary ef mye,state shdl I:>e
subjeot t,o antioipa\:ion or, to, pledge, auillnment" sale or
tr~nsfer in ~vy manner, nor shall ~nY s~oh interest be li~ble
on aocount Of the d.bts, contrscts,to~ts er e\:her enllallements
of any benefioiary,
7, Any amountS' which are p~y~ble to,s minor er ineem"
petent under tnia will may, at the discretion of my eKeOL\l:or','
PEl paid either to ~ paren\: er Il,L\atdian of sueh minor or, inoom-
pe~ent, to the Pereo~WhO h~s oustodY of sueh'mloor oiincom-
petent, direot:1yto,Buoh miner or ~noompetent, OJ: ml.\y be
appHed for the use or benefi\:of suohminor or incompeten\:,
8. In \:he I.\dm~nhtratien of my estate, the fiduoil.lry
named ,herein shall have \:he follol'Hng powers, in addit.ien' \:0
suohpowersU it may hava by l~WI
(1.\) TO retain all or anY par\: of my propertY,
real or personal, in tM form in which it may b,e,
(/ (,/J
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~
I3Ue,j;(;'~.~+, HIl;;.~
1/
- 3 .."
301
'..,
at the tim~ of myde~e~se, as long ~s~in th$
exerois~ of i~s disoretion it may be ad~isah1e so
"
to do~ ~otwithstanding that said property may not
be of a oharaoter ~uthorized by ~aw.
(b) T.O invest l!\Od re invest ahy funds
in my estate, in any property, red or personal,
ino~uding investmantsthat ~ield a high rate of
inoome or n~ inoome at all, ~nd wasting invest-
mants, even though suoh ptoperty would not be
oonsidered appropriate Dr lega~ for a fiduoiary
apart from this provhion, it being my intehtion
to give my fiduciary the same pOwl:lr of investment
ahd reinvestment wh~oh I would poesass if present
and acting.
"
'if
(0) TO ael~, oonvey,.xchange, partition,
'9 ive options upon, of otherwise dispose of any,
proPerty, rl,lal or peuonal, at ".nY time hald by
H\; at' pUblio or~d'vata sale,orotherw1se, tor
oash or otheb coneideration. or 90 oredit, emd upOn
suoh tarms and for eu6,h pdoe as i tmay datermine,
"(d) ~o borrow money for ~ny purpose in
1'"... .. ,. ... -.- . .. . .-. -- ... '
,oonneotipn with the administration of my est~te to
exeoute promilHlory nolies or other Obl1gatiQI'lS for
amounts sobor rowed, ,and to Becur,e the paymentl$ of
suoh amOUnts by mortgages Or pledges of any
PropertY whioh may be included in my ,aI/tate,
c:1 ( />
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,C.1l\:/L,
&~4D~;'. )i' &~~..L
. '4
302
OATH m' PERSONAL REPRt;S"-;NTATIVE
COMMONWEALTH OF pgNNSYL VANIA' ISl
COUNTY OF CUMBERLAND
Boforo mo, the Realstor for the Prob"te of Wills and ar"ntlna of t..etters of Admlnls!rRllon In "n4 for the County of
Cumborl"nd, personally came :':;lh'l r NY it) (\,#:(1 III 1"T;e 1()'1- (1 C{'/C, cC,1' (1}J 6
who, belns duly ,dodeposOIlnd say that as I~- V t:,' (1 L( .., oK.
of tho last Will and Tostament of I J) (,Jy'lr ; c C:';; H " e) t. 'I c:".", deceased
wlll well and truly administer the soods and ch"t!els, rlshts and orodlts of said deceased acoordlns (0 law. ,And
also will dlllseiitly comply with the provisions of the law relating to Transfor Inherltanoes.
j2((?1(cut-'.;3 -\.0" 19 ,S'!
, cl'
ab It remembered that on the 7th
reoorded the \lIst WUlniid TO$tament of
darlUU
Deoensed. Letters. Teattl.me\'\,~aI'Y were granted to Tha
Witness my hand and official soal tho day nnd year aforesaid,
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DECREE
day or
BeatriOe
AIUtUlilt
~, Boha
,A,O.,19 81 "thore wu proba!ed and
lato of
I Cumborland County, Pe!lnsY\Vl\nla,
qOll\ll\ot'\wea1th, Na.tional Bank.
aOB
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/,1 ,F'"".. ..._ - .-) :'-c ~ . ,'.,
,- ",Xl~ (l r:Y~,
, . .," Realster
COMMONweALTH Of PINNSYLVANIA }
CClUNTY Of IllMIlIRLANP\':>o"\.'\\\n '
"I
The Commonwealth Nation!\l Bank by Sharon M. Garcia, Trust Officer
beln; duly sworn mordlh; 10 lew, dopPI" and. \lYI that sha executor
QI tho e,hte 01 Beatri ce H" Boills
lale of , Borough of Carli s l,e , Oumberland Oounty, P."d.o....d and that the
withiN II .n Inv,ntorymado by ~ the CommCUlWea 1 th Nat:iQn~ADk ',' " tho \lId" li/<ecvP9r
orth,' en lire "tatlo,1 \lId dellodont, eonllllln9 01 a,ll the perlohal pro",p'~rIY and, r..1 o,hte, aMoepl r..I,lltat., 0, Uhld.,
th. Oommonwulth '01 Ponnlylv.nl~, and thallhe lI;urOl oppolltee.oh Itom 01 tho Invontory ropr"ent, II', I.Ir valuo
II oHh, dat, 01 'dooodont'I de~lh, ,,>'
The Commonwealth National Bank
6 (.UD f'rl.--- and lublorlbed,bllore 01', $h,llrgn, M, Gil,rC~a TrUJJ Offic~,r
,,{JJt.!tJ.ANrr/-,. '-.....-.. ,QcJ~, ('9~'..
~WI,'U 9' . I(IliIlX~lIIX
) (,
, lINQA M, MclAIiGrlWI, 01 MY OliO
,. IIARRlSUUIlQ, UAIiPIIIN COlJtIly
M(CUMMISSIOI~ IiXPIIlIiS fEU, 16, I~05
~l.m~or: P~rlosylvania Alsociallon 01 Ilolat/ol
p, 0, BoxlOlO
Harrisburg, Pennsylvania 17108
,,~~,...
, '" "., 31
P.t~ ~I[).~'h ,_...:.. .
D.y
July
M9nth
1981
V..r
INSTRUCTIoNS
I,! ,An, In.J.~r\to~Y')11~,t bo lI!ed within throe month, Mitt ,appolnlmentot petlon.' repr"'ntatfve,
)'!:;"A 'UP~!"10nt,lpx,n'oty .m~It bo lIIed within Ihlrty daYI 01 dllcovtly of ftddlllon.la"o",
3.1~:~ddlllonallh~O,may b. attaohod II to perlonalty or rulty
~~;::ho A~I, 1\l1\P'id~olatl.. Aot 011949. . . .
. \'~""_' ft" '-i,J~
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jilt, f1ja
,. ~d
Cll ]
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VI
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15 , 0
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R~V."OO r:x + (0.011
PUIIEAU OP EXAMINATION
PENNSVLVANIA DEPAIITMENT OP lIovtNUE
P.O. POX 0327
HARRISPUIIP, M 17100
Docedent', Nomo (~nu:Flrat, 'lid Mlddlolnltlal)
see 1
DECEASED Soclel Security Numbor '
168~50~3709
1. Original nelurn []
-
OHECK
APPRO.
PRIATE
B~OCKS
INHERITANOE TAX RETURN
REs~e~:PLEO~E:lJ
Fila Numbor ,
21~81~491
Oocedent', Addren
63 G Strllot
Carlisle, Pennsylvania
Oelo of Ooilh
July 31, 1981
2, Supplemonlel Relurn 0
3, Rsm.lnder Relurn 0
4, LIfe BUilo 0 . 6, Faderel EII.II Tex [II
. Return R.qulrld,
B" Oocodanl diad 1011I10 X 7. Oacedonl malntelnod .I,lvlng 0 S. Numbor olllle dapollt 0
(Aluch copy of Will) . llUIl (fiUach Copy of Iruu) '., bok91 Inventorl.d '
.
All mrllpondence and confldentlel lax Inlormallon Ihould b. dlrocted tal
OORRE.
SPONDENT Neme
The Commonwealth National
Tolo)lho"e No,
\ 717) 664~9600
1,
2,
3.
4.
6,
RECAPIT. B.
ULAT10N 7,
AND B,
9.
TAX 10.
11.
12.
CA~CU. 13.
LATION 14,
Bank. Executor
neoaplluletlon
. Rul Eualo (BChedule A)
Slocklend hond. (sohOOulo 0)
Olololy Held StooklPertnarthlp Inlarou (Schedule 0)
Mortgagel and Nolel (Sohodula 01
Oelh Bo 'MlloolleneouI Poraonal Property (Sohedule E) ,
Jolnlly Ownad Properly (Sohedule FI
Tranlfm (Sohedule 01
Totel DrOll Amll lIolel IInol 1.71
Funerel EX penial AdmlnlltretlvoCollI/MlloellaneoUI
fixpenlol (Schodule HI
OlbIlIMor\gagil/~lanl (Schedulo I)
Toul Oeductlonl lIolalllnal 9 & 101 '.
Not Valllb of EUile (IIn08 mlnulllnal1l
Cherlteble 8aquoIII (8ehodulo JI
Net Veluelublael 10 ux (IIno 1201111110 line 13)
(11 ~Q.260.00
(2) 320.844. ~1
( 31 None
('41 Nonn
(6) 26,607.BO
( 6). None
(71_ NOM
( 81
396.702,31
( 9) 40.730.64
(10) 19.062.36
--
99.783.00
. 336.Q19.31
NnhA
~3G 1919," 31
(111
. (12)
(131
(14)
Computation 01 Tax
16. Amount of Ilno 14 Imbl. et Il% ,110
. IIn~ludo veltlll ftom llchedule KI
16, Amounl 01 IInl 14 taMIbla at 16% ralO
lin~lude valull from llchadule K)
17, Prlnclpblta~ duo (add lox Irom line 16 plultox Iromllne,lBI
18, Total Prior Paymontll
(e) Amollht Paid
(b) PIUIOlleount
(cl MIi'i\lllnlarolt
19, 81lenco Quo(lInol7 mlnuI IIna18)
Meko Ohlok Peyebl.lol Rogllt.r of WillI, Agont
... p~eA8e, ReCHeCK MATH ...
(161
x.oo-
(IBI 336.919.31
x.lo-,.JO.631.90
(17160.637.90
40.000.00
2.106.00
8.432.90
(101J..10G.00
(19)
Under ponliilll of, p.rlurv,1 da~late Ihll I have mmlllld Ihll rOlurn.lnoludlnQlccompanyl"g Ichidllllland IIlIam.nll, and 10 IhI hilt 01 mv.knowladgo
and bell.f/1t II trull borroot, and OOOlplell, Declaration of prop.ror othor than thl perlonal rlprmnlallvll, hOlid on llllnformetlon 01 whloh pr.Plrar hll
lny knowlodce. " ' , " , ",,', ", '
l~~A~3~m~~~~~=~i~A~R~~~B~~~T~~~\ral Executor'" , APJgBB~outh Market' Square IIATB
..B.v-- ' };;lYJ 4~.v...~". ',ERtate TalLMaM(ler HBrl"isburQ. eennaylvan1a 17108, ~.N.rciJ
( " {I , '. ,. ,
SION^TUI1~ or VIIOPAIIER OTilER THAN nOPRn8eNTA1"V~
AOtJRESB
IlA1E
"
1'1 ,I'
MARKET APPROACH
'1"is Appt."oach yields un ind~.cation oe value by comparing rocent
sn10s of similar proPerties and making adjustments for time, 10caeion,
phyaica1 and other d:l.fferences.
Area sales reviewed included the following I
,
1, 280 "A,t' Street,. Carlisle ~ sold August, 1980 for $47,000.
TIlis brick 2 story detached dwelling contained 7 rooms,
4 bedrooms, 2 baths and a fireplace. Lpt size was 50 by
too feet. '
'0
The /lubject is overa1~ Iiluperior sa to lot Iilizeand location.'
2. 242 Walnut Street, Carlisle ~ a brick 2; story dwelling
with] car detached garage, sold July, 1980 for $S~,OOO.
TI,ls dwelling oontained 7 rooms, 4 bedrooms, 1 bath and
was located on aaite measuring 50 by 100 feet.
. The subject is overall superior as tp land area,
3. 617 N. Hanover Street, Carlisle ~ sold January, 1981 for
$54,000. This detached brick dwelling oontained 8 rooms,
3 bedrooms, 2 baths and was lotlsted on s site measuring 30
by 137 feet.
.' .....",
Offsetting adjustments indicate a reasonable degree of
similarity. ~
'aued on the.se and other sales studied with adj4stments fot." time, 10cstion,
, ,
p\'lyaictll" Iilnd other differences, the value range indica ted as of July 31,
, I
1981 is in the range of $54,OOO.~$~5,OOO. Considering ptillsent slow market
",conditions, due to high interest rates and inflation, the most Pfobllbl11
ule price is doemedto b(3 at tho lower entl of the value range.
Final value estimate as of July 31, 1981 iSI
, ,
Fifty Four Thousand Dollarsu......u....u..u..~~..~..~~u ($~4,OOO.)
JOSIiPH McGRAW
.
""pI'"I,.I, . I'rol''''Y COnlull4ntl
.
THIRD end MARk;'; 8TRG&TS, L&MOYNn, PA.
q\ , ,
,
O'ff1oo 243.6195
GEORGE L.EUENER .
AND ASSOOIATES
REALTORS
APPRAISI:;R. SAl,.eS. PROpe~TYMANAGElMI:NT
13~ WeSTHIGH STReeT
CARI,.ISI,.E, PA, 17013
"
M9u13t 1B, 19B1
;.. .
Pnllip\l. ooleon, C.P,M.
cO~ONWmA~TH NATIONA~ BANK
10 .~outh M~rket Square
Ha/:,risburg, P~. 1710B
OearMt., Pohpnl
I ~m a lioensed ReaJ. E,sta te Broker, lioensed, by ,1;:hecqJl\mot)Wefllth
of Pennsylv~nia, and have b~enaotively enc;]ac;]ed in therealestat,
businesEl~or., the past, thirty years in the cumberland counWarea. ,~
lm .ho#oughly famillar ,wlth real est~te valuesln Jhis ~rea.
". '139~~~~e~~e:~ar.~" A~E~::~ ~,~ o.~n~ie: ~~a,~eZ~e~~ ~~~ml~~P;~t~~2.~i~ri~ ~~toe
hI!, fo!l,ir market value all of July, ~1, 19B1, tile c:lateof "hitrdQa~n.
;, (, ' j.
':rllis propert~lEl looflted lntheF1ftl1 Ward ut tneaorouah9~
Ca/:,lislll!.' llronts 15,0 ft. On .the N.orth II ide of "Gustreet ,ant' ell,t!l,nd.s,:
In dePt,h a dl!i!tsnoeqf 1 !$,8ft:... It is impr<;lved with a~e\')(~!if~{tWo~
~tOn~ frame qwell'inca house ~nd' a. 7 X 1 B ft. soreened por.on'yieh,a"lPha:l.t
shil'\9.~1il roof. , The peed ililnoo/:'Cied in theoffioe of the REl,9~>r<;'ler"c;lf
DeelSlilfo/:',Oumb19rland Coun~y,i,n peed ,Book ,"n", Vol. 11) Page U3, arid lS,'
alil,s,es'Seel at.,$67BO .00 for tax purposes. ' , " "
,- " . ,..,.
',' , . '. ;.. ,". _'. .,' . '. ..'..' ......... '.' '. . '.' .." . '."; ., '" .... ", . '; '.. ,':" . ...::,J'"....::".-..::...~
,", ' WMl!~n~ nJ.06r qonta~nsll1v!ml 'room wi~~wClCl~ f,~Qoli .l'ldoL1tlln
~~a hW~Y', ,d ~n~ng ~oom wi thdol,1bleeloore"le,atlir\9 ~ot~e Sgt:~'nlildfilClrcn,
kitche,n Wit.~U,le Uoor Qnel Q*eQtdc ~4\nge. 'rhe slilcohdfloo/:,<Qc;l\'l,~4\~ne
~~ ~t~e~:~~~~~Sa~;;ha~~O~ i ~~l~~~.,~~go~Zos:~~;~. ~4\~g r~h~ ,: t.~~(l~U slR~o~~~e.,
asm~119C1Qr inthe,tleilin'i! of a closet., ,Thebllsemen,t' i,s un,el.a,rll.he' '
liInt.~r.!I house, ,has POI,l/:,ed cqnore,te.found,at~on llnd QonorElte,f19t1~t~c:lC:,l,u'
~Clth,fI b4\SemGn~ h, ,f/:,om the kltoh~n, and, alsOll ,l';1raCie door.,J.C1ng~he
'tnut.!HM ofths house,' The fu'tnacEl,ts"a oOl'\ver.ted hQ~.wa~e/:,()gUred
l,1l'\it.WhlQh ~l:ovides domest~oho,~ water,' and eJ.eo.trtoS:L /lIe/:'V~o~~s60, amps.
".-.;
\l.'h.;il'lt.rioc()'~ ~h$,e'lwelJ.ing isnide;Ydeoora't:,d,'J;'he'b~i1\",~de, Wall
~~fl~aoed wi~h.adifhrent. Iltyle,anq haeleft,~ lugehol!!i" \1he. wl'!:Ll
in ,tM bathr()om whiqh,nee<:ls!;epsired, uweli as" Bomeof the plUt.iQ tile
Wl'\iql'\ hUe hllel)offin~nesnqwelia/:"ea' '. The sspllllltBh!ncale roo,f on
'g~~nh~~ael;~~Pu~gt:Yob:e~~i~:i:hg~r~i~~Orrpgr;g:d~w;~;i~~t~~~o~oo~n~~~ll~
,.
''1 ,,-
I': I.:', ,'- '111'i-~,r/"~lfi v','-; t ~I.!-",'-t'i."
~i~i~."!~~t ;!:~'~~..;..:.-;~_:; .:.', '. ';,,\~l;-I/
",
,Old
'\', f .. - .. '~"I "..\j " :- .-, " \,
-,'-,\;"'1'.,
,Ii'
...~.' ,
,It \,,,.,'.1
,.'-':' ;'..".
::',-:.,.;.
',II!"
'.._~,..-
,:tn. .
"
\I
.;
,
""", "
", ',:'
.'
II
.'
I!""'...._f'.".....vi -/,"," .../'..I....,..."...,........j..i-''',;\''h" .""1"'-""''''<.('\1
....-,..-..;..
,,'.:. ,,-,-,
t,'I:W~~I'~\,rJttt,t.':/f:.u:..~ ,'\~f.;1i(~,j:,."j, ';} ';,1,":'i:,i,-,'-"
.,..,.,-.."
;\',Hh'__"
,V.tMi~__;,.~_~i....\_..:~!~~,~~\_...~~'..~.\t_I."~I~~~...,.'..,..~
..,
COMMONWEAl.TH oP PENNSVl.VANIA
INHERITANoe TAX ReTURN
RESIDIlNT DllOBDBNT
ESTATe OF
Beatrice H. Boies:
TAil prop IV oln\\y.owned wllh AI hi of SIl,vlvo"hlp mil" hi dllOlo,od on l.hed_11 "p"l
ITEM
NUM~ER
.lVdlO3lK+ ("'11
1.
2.
3.
.4'.
5.
6,
7.
8.
9.
10.
U.
12.
13,
14.
, 16.
16.
17.
18.
19.
20.
21.
22.
23.
\
I
,
,
SCHEDUl.E "B"
STOCKS AND BONDS
PIl.ENUMOBR
2h81~491
DeSCRIPTION
226 sharlls Bendix Cor,p.. COl11non, NVSE. $64. 126/sharll
307 units The CommQI1I~ealth National Bank Common Fund A~l,
$1.00/unit :
Intllrestaccrueq on Item 2 to 7/31/81
79.296.93 units The bommonwealth National.UankMoney ~larket,Trust
$1.00/unit '
Intllrllstaccrued on Item 4 to 7/31/81
300 sharlls Dart &,Kraft Industries, common. NVSE,$49.3126/share
,675 sharesFl uor' Corp. ,.common, NVSE, $34.76/share
85 shares General 110tor~Corp" ,common, NVSE, $50.9376/share
Z20 shares Gulf 011 Corp., common, NVSE, $38.76/shares
200 shares I nternati onal BUsiness r~achines, 1 nc ..common,
NVSE $66.3126/share '
76q shares Mobl1 011 Corp.. common. NVSe, $30.75/share
210 shares Pennsylvania PCMer & L1ghtCo., common,' NVSE. '
$le.76/share
250 sharlls Pfi ter,l nc 01 common, NVSE, $64.126/share
376 sharesPPG Industries, Inc.. cOlllmon, NVSE. $44.76/shara
420 shares Publ 1c Sorvice Co. ,common, NVSE,' $21. 12l\/shal'e
,
400sha,res Sears Roebuck and, Cp" common, NVSE, $lB.3126/share
2Wshares Onion Carbide. common, NVSE, $51i,25/share
36Qshares Hestinghouse Electric Company, common. NVSE.
$2B.437U/sharll '"
231sha~es Xerox Corp.. cOl111lon. NYSE,$48i,B126/sharll
$12.000 Bloomfiald PllnnsYlvan111 Sewer Authq'r1t.YUond. 3.60%,
due 3/1/B6. $77.00/100.00 ,," '
Interest accruod ,on Item 2ptd 7/31/81
$60.000. United States Treasury Bond, 4.26%. due 8/15/92.
OTG. $83.63126/100.00
Interest ar.cruod on Item 22 to 7/31/81
VAl.UE AT PATE
OP DEATH
1^ ,428,13
307.00
4.12
79.296.93
, 1,062.62
14.793.76
23.4n6.25
4.329.69
B.626.00
n,262.60
a3,370.00
3.517.50
11.796.B8
\6 ,7B1. 25
B,B72.50
7.326.00
14.062.60
~.953.13
11,275.69
9;240.00
17B.80
46.942.19
11063.08
TOrAl. IAlloon\lit o~.1I1\e 2. ASCbPltulstlohl
.
320 844,51
II' 1110,.'0"" II nledM Inlltl Iddlllonll.hllll of lImO ,1,,1
7,~1t H~apnvl 110 Or,
~nnandalol Va.
. 1
()">i::~ --\~ ,-~jt~'N~";":'-'-~~:'-, :~_-;\ I_~i \1 ~ ::7" ';" It','t.;-;! "'_:"-'1; .If
~~fr~\~1'!"~f~~#'~r~,~~(!r.11:J-~;\~{.'~{):~~~:(~ :
Lun\ Horllng Illvor floC loblo eorvloa, \/llllom ~ Hory
(I~~\l ~etCorn4 oonllstlng of, U dlllner knlvol, 12, '
dl nnor for~', II toUPOons, 8 I nd I vi duo I 'butler Ipr.adorl,
I,~ ..lad fO,rkS, 6,SOllP .poone. gravy I~dl~. ~,,'Ug~r'
,hall', m.scer buicer knlfo, ~ plokl~ forks, ~,pleo.'
oarvlng eeC, 6p plooo., , "
~, PI~o" .lIver plated flOt tablaware oonsll\lng ofl
~'plaoe ..lad ut, t...poon.. .0okt~lI, fork. and
gravy ledle,
$llver pl~ted "ploo~ coff.. .ervloe.
$IIver platod '~all ,h,pod footed bonbon,
$torllng allvor round .ako' phta.monogral111\od "GH8".
Idontlflcatlon No. 18'1, p, 9h'
PAir ~\.rlli;g'.llver welghtod lowoandl..tlok"
pair .carllng .IIver welghtod popp~r pbt..
I,plo.e allvor handl. .te~k, ut,
8 $Over te,apoon.,
$torllng ,Ilvor lettuce fork.
Sterling .IIVor olive apRon with lpaar.
storllng s!lver f~n.y.ugar ~poon, ,
)6 SilVer h~lf ~o\l~r. prior to 196).
S! Silver quart~r. prior Co 196~,
81t $Ilver dim.' prior to 1964.
~nl\'dSt.tel nlokol. 1911V.
"
United $tAtol~,nlr,~.I, 190av.
;:_1 i_f!>,~-,_~_l;~i_;?1! !iVI.j~;i~ ~{r_::','--;~;\: to': ':: '.'" ~'" "_;' 1rH,_,_-
~"~~\l!W~Wl>'i:~.n"';"'+"":'~''';:''i''
_^uou$t 101,1981'
. 1,,80,00
22.10
n.lo
6.00
)S.OO
U,IO
22,80
~I,OO
64.00
18',00
18.00
10,00
lOS.OO
81.00'
)).60
."
"f 1.88~
"
~.-_o*-...... ........,__.....-',,,...._~.._...__r
OOMMONWllA\.TH OP PllNN8V\.VANlA
'N~\IlRITANOll TAX RllT\JRN
RIl8IDBNT QIl011DIINT
B AT. P
pea'tlc~". Bolas
J'V.",,"HI"'\I
--
ITllM
i'
"
"
~.
1.
2.
~.
4.
,5.
, 6.
7.
8.
~,
BCHEDUl.e "H"
FUNeRAl. eXPBNBeB,
ADMINISTRATive COSTS AND
M1BOel.L.AN~OUB ExpeNSES
PI\.1l 1\
2t~Bl..4~t
1,
,AMOUNT
DI!BORIPTION
A, F4n~rolllxponl":
Omps Fun'aral Servlcel tnc. ~ funeral
4,207,08
Il,AdmlnIWO\lve,COIIII
pOrlon.1 Repro""tot\Vil Obmmllllonl
AI\otnoyPe"
,,19,836.00 "
13,000.00'
" -
fl'
,9
10.
,,0.' Mllo.II'rlaOUI,exPOrll"l
Reg1atet' ofW"ls .. pr9batfl f1l8S, shott Cllt't1.flcates
'Col11ll\onwllal tn Natlonal 'Bank .~1.1I1bl' 1tylt1$urenCe
, MamA, ,WllSQh'.r "Son ~' Appra1,~al of, persOMl property
George l.. ~blllier Auod. ~ AppralU' of rea' estllte
'" .-.. ," .--," .. -"
Hbffman..RothFunerll' Home" Death Ollrtlf1oates
" p'nl'\$~lvan1aPOvlElt" l.lght Co. ~ ~leott'10 serv19~
Ra'yall~r ~, ~lIwn serv1Q& \,' ,>
Thil,C9ml1\bnwealth Nat10Ml ,~ank .. commh,s10ns IInd costs ,on
sale: of stock , " , ,
Joseph McGraw I tl\d,.~ APpralul
l.1ndon Hall Antlqufls ~ AppraIsal of household gobdS
f2~.00
26.66
100.00
, 100.00
, ',': 12.00
32.8~
" lQ,7.50
IIlmor.lph.1t n"d'd In,..\ 'dd\\lonll'n""0' I.in. ,".1
. HUED
I ~ ~
, _ __ ';'f<_~'_~\ ;-6-'~~\"-'_'(;,:-_"i;::,,_"'i\>-,;:,--_--,i--':->'--/.f_')":: -\\,.-I'_' -,--_-_-'_:_,;'. --: _ _ ",' -." _ _ --: '--,_ _ _ ..--;--.' _:~ ',l \", >'
.'~ < '~<~~~~ ,., ,,~ '0 OMM ONWI!ALTH~OdppeNN8 V\'VANIA' ',' C'" ',""
\~"!"~'! :;'~~c<!~'P;IO.'A'~'i;~.C'.IPT . PI:~~:~~:~~:PI~~:~~:~NOB AN~ 'B8T~T8'~:~'
m ~
AaeotBmonl Control Nil,
m ,AMOUNT
~BeIIVBQ PflOMl" .. " .
~.~I""'''' ",.~~"anJc :1
10 "\J~ "~.r"",,"< -.'-
'1QJ'Q1\l1f';.,.i...'\llm...r.--......,......._....
'I'OMN,
,..
.f.....O
, ,
_~..-'_..H......~_.~_""""'".....~7'__~<e-_~'~~~.._"_-"...~-e-'"-~~._~
Ii
I
I
I
I
I
(
l
.,.......--.----.-'~-_...... .J
--
FI~B NUMIIIR
NAMB OP DECaOUNT
OATH Of PAYMENT
POSTMARK DATU
COUNTY
PATB OP DHATH
RUMAflKS
.
.
.
IL,
.
"..-
.
Gh01'AL. AMotlNTPAID
',01...'
,.>.......; -"'-J',
. . - .. --
'HAL.
......"V~~~i~,~~
hi UI!;iH~11 m WILl.S
>.:- 'i:~ <.:-.r''-' .":'-'.__.:' .-.':.:::'-e: '.'c. .. ,','. ,i.:
; ~,.~___---~.....:..r'~---"""'"""'I'!--'-~~ --- ~---_......<:----,~...........~.-............,....,.~':-~..-...
"
~fPilllt: .'
'Rt ,HII! 17 1'1')
l:lfTI' {Lilt' Hi; ,~
t\'1'II1 n'~: '
iNFORMATION
, Thl, ~oo~m.nt II th. Notlo. r.q~lr.d lob.glv.n~nd.r Seotlon 709 of th. Inherlt.no..nd Set.l. T'K ACt
"bf 1961 172 p,a. "otlon 24eel, , '
C(f the I.K I. ,p.ld within Ihre' (3) monlh.'illI.r Ihe d.oed.nl'. d.,lh, . dl'QO~1\I of 6% of th. "K p.ld I, ,!lowed,
Inh,rl\.nee 'r.k beoom" d.llnq~enl nln. (91 menlha .lIer Ih. d.c.d.nt'. d.,lh, Inl....1 I, ch.rg.q .1 Ihe
r.l. of.lx IBI p,rc,nl p.r .nnum on ,Ihe .mounl of' Itnp.td t'K, (SSS eXAMPLS SS~OWI
SXAMPLS, If. b.leno. of \'K d~. of $2,000,00 I. In .,d.!lnq~.nl "elu. trom 3~3~SO, and paym.nt Iii m.de
on 8-23~SO, 'lh' Inter.,1 It c'lc~I.IGd II Indicated b.low' '
'ITlP 1
, It Oil term In, the r.te of
InIGr..t from the "bl. b.low;
"
ITlP ,2
M~lllply Ih. b.t.no, of
la~, d4' by Ih. r.l. of '
,lnlet.,l,
ITlP G
Add Ihil Inltr..t
10 Ih" b.l.nc. of
t'k, d~.:
Ih,tl!rt,ifrO,m 3~03~SO toe~23~SO
R.,~It' In:, "
2:Month.~, .0 I 0 .,'
" " ,,',20 P'y, ~ +'%9"6
Rei' ,of Inl.r.,t .. . Ii
SiII.no. of til~ d~,
R, itA; of Inter.",
, " tNT RBST
$2,000,00 '
. ,01338
26,70
prl.nf~\ Of, tilK d4'
U. 'ttfl 10 ,
.~fP'y~" .nl 1,+,1,
, 'K.n '
Inl.I"1 to Pilt, '
, of ,p'.vm',nl
$2,000.00,
. 2S.70
. $2,02Q.70
"';r ,";'....!o+... - - - ...,......-! -.-..... ""'!' "0-'- ,"" -'--- _..... -"-- _......-;. -,.- - -'"":'_- - -............... -....'" - - -....;,.. - ~ -,- - .......":'.... ,-.... -.-,~"" -.-
I month ,DOe 4 'monlha
2 month. ,0 lOB month'
3 month' ,0 18 8 month.
__ _....__ _ ';"_"':"~'.. _ _ _............... _ _ _ __.... _;.;. __ _.;.;. ....__ ___""; _ _ _ __ _..._ _,_ _ ___........ _-....,;,a...... _,;.. ~~ _~~.... _~-w.
I d.y
2 d.y.
3 diy'
4 ,am
ellm
e a'Y'
7 am
(l dm
B, a,Y.
1 0 d'y,
,00017
,00034
,0001l1
,000e6
.000B8
,00\01
.08',I,B
,0 In
.g0102
, Olea
,020 7 month. .036 1 0 monlh, ,000
,0215 e mcnth. ,040 11 mllntht .01l8
,030 9 ml1nth. ,04e 1 2 monlh" ,OB
,
" d'y' .001ll!;1 2' deY' .00382
12 dm ,00203 22 am ,og381l
',13 d'Y' ,00220 ,23 ,a,y, .038a
14, d.v' ,00237 24 dtYt" '8040
\8 day. ,00280 a 8 d,y, . 04lo
I ~ d'y. ,002B7 a dm ,004 7
17 day, .00i1l4 a 7 d,y, .0&484
, S d.y. ,00 01 28 d,Y' '8 471
Illd'y, .g0311l 2ad,y. , 84811
20 d.y. . 0338 30 d.y' .0 .800
" Anyp,rtyln Inllrnl, Inol~dlng.tht,l:ommonw"l\h .nd Iht Paraotlal rlptmnllllv" ~bt UII,fI.dWlth the
.ppt'I,etm'~I.nd ....,..m.hl may ObJ'ct wllhln ,IKty (eo) dm .ft.r r.o.lpt ofthl. NOlloe It P'llvld'a by ,
$'oIlO,n' 00" of th.lhh,rlllno..~d ~tt.1t T.KAoI of 1981 (72 P,8, eto.2488 -' 1001).
",~I 0"'101< Oil MCNly 0110111 PAYAIILI TOI "III\11ITIII O~ \rilL", ,~~INT"
,;
DeT AOH T, He TOP ,PORTION O~. THI8 ~ORM AN,D,' 8UllMIT WITH YOUR PA Y,'MBNT '1'0 THe RBQI$'rEI\O~ WI~L8 POll
THe l:OuNTV ,~HOWN ON' THe RevSRSE, see THe INHeRITANce TAX IN8TAUCTION BOOK FOA APDRES8, '
IHV..II\;J tb.1I11
cOI/MOtlWEM.. TH OP P~tltl$YLV~NI~
oel'~RTMeNT !lP REVBNue
I1URe~U OP PIE\.P opeR~"iOtU
ItlH8111 r~HCB T~X nC'r10H
OFFICIAL NOTICE OF DETERMINATION
AND ASSESSMENT OF PENNSYLVANIA
ESTATE TAX
/ION 201
--
TOI. Thu commonw.~lth N~tion~l pa~
10 B9\llib ~J'k\l ~!i!llvar"
_.liU,d"\)'I!:'9' PA 1~10B
PATBI
SlTATS 01'1
I'I\.S 1'0101
COUHTY 0f'1
DATB Of' DBATHI
July 12, 1962
, nnillA t B,_,~~198~.
21.91-0491 '
aUh\b8~1Iln~
B' Q7 ~.1
............................................................ .......................... .......... .................. .................. ........ ........... ..............0:0.... .............
fl. PSTElRMIHATIOHI
1. TaMabl."1alt bultd upanl
11 Th. Unl1.d $101" B.lall TaM Ratuln (P~lm 706)
Tho conwnunlc,llanflam Ili. I',d'lOl ~v.rnmanl
'aan/lnnln, Ih, a'a'plMa' of ar ahan," to Ih,
,,",101 BaIOI' TOM Rtlurn
2. AmaUnl af al.dl1 fa, $tal,dtolh 10M.. (a. verlfl,d)
3. P.nn.ylvanhllnh,m.na' laMot."ltd .
(,xoludln, IIny dllaaunl and/or Inlt.I..I)
4. "',annal Inh"Uan"IoK paid to alher $tal,. or
1 ",IIa,l.t af lh. Unlltd $Iot.. ('Moludln,
any dllaaunt onlVa,lnl.,.all '
U. T~I"II"h"llQn" t,M ol.dlll (IIn' "'m 3 plutlln' II,m 4)
6. 1alOI 1,IabllllY fa,P.nn.ylvonla 'It"I, 10M' (IIna \ttlll 2
I1'ln"a 11"0 IIt111 5) , ..
$
$
~
1_0~ 1~~-. 20
$ . 48,432t90
$
,00
$
$
41ll,4U,90
,00
HOT Iheo",pl". IIno .IItm' 7 Clnd 8 OHio Y wh." dotonnlllClllon
, ' I. baltOn ,",,,,,1 Clo.ln. 1.01101
7. "",ounl (If P,nn.ylvonlll "Ial' tllK au,u.dan d.larrnl"allan
dol" $
~. "Addlll." (r.dvollon) la Pannlylvllnlo "tot.taK (Iln. ltarn 6
",Invt IIn. It"" 7) n $
Dotonnlnathln P~.P}l,"d ~Y' '!l!AAfi;. iuMo/.;ll
Data. -./.I. '1. 'it f
, ' ," ' . , .' I , ' " " :, ,'... '
r...........................................................................................................................................~~......_.~...........
B. ~.&.B"MIl~r' ,'.
1. P...n.rl~""I' .t"t. TOKII/I.ctod ani,
',In,' ,It,,,, " (6)
',Ih\' It"" ,,(8) "
2. I.... ,,.dltt' '
~~~II Op P~VIo\'~T:M\QUli1 P""L
$
"""tilt""".'"'
IHT'RI.t"
: ,1: I
- (I ,
SWU,.
III
III '
,I,
=
$
.
3. polone. .t p.nuylvonlllo'lOl. lak due
Int.,..t la du. 01 th',iIlI, of .IK (6)p.,.,nl plr a,nnu'" 110m
"....."'.nt p"palld byl
Dol"
to the dot. aIPoylil.nt,
~V'NT ~O" 'H'"co~ONW'A~TH
sea ~eVltfUe Sll;l& POR IHSTRUCTIOHS ,
PRINCIPAL RECEIPTS
Per inventQry attached
Mjuatment to inventory;
lQ reflect rQvalllation of U. S, Treasury
IIflower!! Bond 4.1Z&%, due 8/1&/92 at
redemption 1n payment of federal, estate
tax
$396,776.e6
Reva\uation at par
Inventori ed at
$ 5&,000,00
45,9~2.19
9.. 067 ,81
Subsequent Receip\11
07/19/G2 pro-rata share Carl 16 1 e retil estate tax
07/19/82 pro-rata share CU\llberland Courlty re,al
estate tax '
67,.28
TOTAL PRINCIPAL RECEIPTS
21. 41
1405 .923,06
fllINCIPAUONVERSIONSINTO CASH WITH NO ~AIN/LOSS
08/2BrB1 4,,420 units Conllnonweal th Nat i ona 1 Bank
Common fund, N2
$ 4,420.00
09/01/81 72 uniH Commonweal th Nat i ona 1 Bank
,,' CQmmM fund A~2 ..
09/02/81 406 uni tsComrnonwe!llth N!lt i ollal aank
Common fund A-2 '
09/10/82 12& units commonwe!llthNatlonal B!lnk
Common funtlA~2
09/11181 16,000 units Commonwe!ll th Natl ona 1 aank
Common Fund A~2
09/18/81. 11160 llnits commonwealth National Sank
Cllmmon fund A~2
72.00
406.00
m,OO
16,000. 00
1,160.00
09/2,3/Bl 144 units Commonwealth Nat i o'nal Sank
COI11\llon Fund A~ 2 '
".,
144. 00
lii,[r ~,U~i,:.;l: C,t3
3
Prlncipal I nV aetme n t s (conti n(led)
10/09/81 8,49~,units Commonwealth ~at1onal Bank
Common Fund A~2 8,403.00
10/14/lh 6,900 units CommonwBal th Nati ona 1 Bank
Commun FundA~2 6,900,00
10/19/81 2,300 un1ts,COmml>nWB!\lth National Bank
Common Fund A- 2 ~,300.00
1l/oij/81 1,200 unit.s Commonwealth Na,tional Bank
Oommon Pund A~1 1,2.00.00
" 12/11/81 8,~7a units CQmmonwealth National Bank
Common Fund A.2 . 8,278.00
01/12./82. 1,200 units Commonwelath National Bank I
C ommo n Fund A~2 1,200,00
01l22l82 8,000 un its Commonwealth National Bank
Common Fund A~2. 8,000.00
OU2.2/82. 1,600 units Oommonwealth National Bank
pommon Fund A-2 1,600.00
04/29/82 11,820 units O.9mm6nwea 1 th National Bank
Common Fund A-2 11.82.0.00
01/21/82. 40 ,Ooo,uni hCommonwea lthNati onal Bank
Oommon Fund A~2 40,000.00
,-, "
lIt.Ul lU~l'i.G~ m:U
10
.I NCOME RECE I PTS
R C A CorPI' common
08/03/81 Jim dend ,. .
08/17/'81 Aetna Life & Casual t~ Co.. common
Oiv1(jend; ,,'
Westinghouse ElectT'ic Corp,. common
0~/Ol/S1 Divfdand ' , '
Public Sel'vice Co. Ind. , common
tnV1 dend" "
bttml\~hdu6tl'ieS Inc.. ,common
O~IOUSl
09/21/81
O'9'/'2"/S'1,' P,PG Industries Inc., common
" ,~ 01 vldel1tl' ,
,,"
..~~/24/81 _~otorSCol'P~', common
I a M Cor~.. c:o'mmon
Divldand
MObi,l OnCOl'p'Jcommon
'Il"rn Bend ,', .
OS/24/S1
" 09/24/61
Gulf OirCol'P .', common
09/24/81 01vidend ",
'DaW'Kraft Inds,. common
1l1V1dena " ., " "', '"
Seal'S Roebuck & Co." common
10/06/61 In V1 dana
'~",corp," ." common
lo/0,6/~~ 01v1daM,
p'P&tco. , co~mon
10/Oli/81' D1V{cjend
81 OQI)\f1 ill dP~hn~ylVal\i a Sewer Authori toY
.' ,"', " 3,1,6%, due 3/1/85, ,. '" '"
09/01/81, . " ,,"
01/1S/82 Interest
L1&tf: iC~ r;.~E 8~1
11
$ 16,7. 50
195.46
167.50
273.00
.. "
100.00
221.25
51.00
172.00
380.00
" 154. 0,0
255.0,0
136'00
173.26,
m. 60
201.60 ,
.
Irco~e Roce1pts (cont 111ued)
" United States Treasury aond. 4.26%.
06/17/81 ~
02/16/62 Interest
Interest at redemption
due 8/lli/82
$, 1,?74,42
4 77. 83
1,762.26
Canlmonwea 1 th ' National Bank C6mmonFund A~2
08/2B/a1 ~
07101/B2Earn1ngs
081~0161}ommonWealth ~at 1 anal sank Conllnon Fund A'l
01l12/s2Earn 1 ngs
. ,MoneY RaserveTrust
"09/01181. ,"
07/02/82 Interest
07/20/62 Cance 11 act 11 ab 111 ty1 nsuranceaccount #60869002
TOTA~ tNCQMU RECEIPTS
26.069;96
30. GO ,.
942. 60
14.83
!" 30 .555 .ij,'
INCOME CONVERSIONS~~TO C^SHNO g~IN/L06S
08/14/61 107 shares MOl1ey~e.rket Trust,'
09/28/81 5,386.05 shares MOl1ey Market T~~st
$ 107.00,
.' ~,386.05 {
08/27/81
09/1i/S1
lNCOMEDlSBURSEMENTS
Transfert9 account nUl\1ber 8Q869'OO~2.
liabllity,escrow '
,
Cl1mwonwealthNe.t1onlll Bank" I!lXecutor fee
Beurvel
, . -.,' .
commonw~.~1th' 'N~t1ona 1 Bank ~ 'llxecutor fee
lhtarnal Reve,nueServ1ce. Hctuc1i1ry 1ncol\1~ .tax
Pennsyl vani a pepartl1lent of Revenue ~ f1 duc1 ary
1 nCOl1le tax "
TOTAL INCOME DISBuRSEMENTS
B6.00
}. 6. Q48~2Q.
$
2~.66
372.94
'I
1,664.31
4,000.00
,..,'
LIf,tR ID~PiIC( O;:Z
12
COMMONWUA~TH OF PENNSY~VANl^ )
COUNTY OFeUMBCRLAN9S}c.lu,,\'h' )
it Sharon M"qarcia, Trust off1cer of The Commonwealth NatiQnal
aank. aCCOUl\tant In t,he fQregolng Accollnt, palng dul~ sworn ac~ordlng to laW,
(Iap!)s!' and say that the al'ove Account is just andt.rue, both, as t.o Items of
charge an(ldhchargll, and that the grant. oflatter6 and the first complete
advert i SElmant thereof occurred more than four mO,nths pri O,r to the fill t)(},of
. the Account,
THE COMMONWEALTH NATIONAL BANK
B~
Sworn tu and SUb6Cr1bed before me
thi s /),J " da~ Of~
,A.D.,1962.
f, -,
",\""."~ 'I v
.t~\\'_ -o' ",-
;.;_,~il; _i~- _(~" _ 0- '$l'\Y, t1 /.
Ir',,:' -'t, - J--j""_ - ;-,;,_ ,1".-.' - - _' ~- ;
"~"'lj:'lt, ,,'...,. ~::,':M,h '1"M,',MCl~()OHP,N ,N,6IAR., V"llUB,llC
.. ,.'.. IIll'''' '~. .,,' RhIS6UIl(l,DAUPWll COUNIY
! ~r '"" I..." ,~ ".' .". MMISSION EXPIRES In. 18,1086
'!. ~"'1\~~l,. ~,IlI'~\~ i, ponn"YlYlnll A'I~olallon al Nallll&Q
.,....." '..,.,,".".~,\,'~ ,,~)
;olj~.t:"",,(I"'~\ -.'1,',-,.' '
".,,..,,,,,.. \'\)~, ..
'--',j-;~, '" " ...- - - -j"-""
"IIillll!I,I,111
"
liiil(j~
'L' 'I"' 1"0' 1'')'',1
. \.""" ,!I'lL ")~~:
,I
ft'
Inv$ntory ollho roo I ond'pot6onol ..tolo 01
Beatrjce H. Boies
d.Cto ted,
n'EAL ~ST^li
1. Property situate and known us 63 G Street. Carlisle, Pennsylvania, bein9
a two-story framl! dwel li ng house and ,a 7 ~, 18 foot screened porch wi th
asphal t s~i n91e rO,of. Recorded 1 n Cumberland County Recorder of P\leds,
BQok H, Volume 16. p~ge,223. Appraised at
.
. 'Tot~1Rea1ty
rANGIBL~P~RSONAL,PROPERT:t
'I 2. House~old goods. Appraised at
3. Automobil'e, 1979 Pontiac Cat.alina. , Appraised at
~JBLE PERSONA~ PROPERTY
4. A, goncy Account No. 07043-00~3, wi tli the Commonweal th Nati ona 1 Bank, cons 1 sti ng
ofl "
, 86 Shares General MotOrS. Corp. COl1V)1on,NYSE at 50.937li
375 SharesP.P.G. Industries. Inc" Commori, NYSEat 44.76
250 Sharl!s Union Carbide, Cotnl~on, NYSE at 66.26
, '
01 vidllnd 00 above of .86 per share payable ,7/31/81 to
holders of record 9/1/81 '
226 Shares Bendix Corp., Common I NYSE at 64,125
259 SharesPfW3r, Inc., ,Common, NYSE at 47.1876
390 $h~res Westin9house Electric Co,. Common, NYSE at
,?~. 4376 '
ROO Shares, International Busines'sMach1tles.tne., CO,mmon,
NYSE at 56.3126 '
an Shares Xerox Corp." Commonl NYSEAT 48.B1'26
220 Shares Gu1fOnCorp;, Common, NYSE at,3B.76
160,Sharedlob,1101 1 Corp., Gomillon, 'NYSE at 30.76
400 Shares SllaraROllpuek and Co.,Common\NYSE at 18',3126
,210 Shares p~nnsylvanta Power Md Light Co., CommOn,
NYSE at 16.75
420 Sh4,re$PUbl i c Sarvi eEl Co. of !r\d 1 ana, COnlmon, NYSE
at 21.126
" ... _ ~ ... _.. T~'___
_ ~_ ..... ,_. u ._~._..~..__ ~. ...~,.-..-,
$ 4,329.69
16,781.26
14,062.5,0'
212.60
14,428\13
11,796.88
.9.963.13
" 11,262\ 60
11. 275. 69
8.525,,00,
,23,370.00
7,325.00
3\517.50
8,872.50
"
50 250 OQ.
60' 60 .-!l.Q.
---
7,030 30
4,'250 00
"
'I
r'
COMMONweALTH 9fl PIlHNsnVANIA
COUNTY 9P CUMQIlRIAND
}
'"
The CommonWealth National Bank by Sharon M. Garcia. Trust Offlcer
-
bolnQ duly sworn ~ccordlnQ to low, dopOIOl and IOYI thai sho executor
01 tho flllal. 01 _Bea tri ce H. Bol es
lato of B'orou9h Of,Carlisle ,CumborlandCounly. Pe., docoued end Ihat ih~
within 11 on Inventory 'modo by __.t~ll COIl1!JlQf1\'iea' th Natipl\qlJlW1~_" the \Old eXecutQr
of ihe entlro OIlatO ohatd doc~donl, conllltlng of all iho porlonal prop'~rly and rul OIlatO. oxcopl real ..ht~ n,ulsld.
Ih, Commonwealil\ of' Ponnlylvanla, and that tho f1Quros opposlto o40h Itom of Iho Invonlory roprOlent It'I lelr valu.
u 01 Ine dolo of docodonl'l dooth, ' ",
The Commonwealth National Bank
and lublOrlhod bolort mo, Sharon M. Garci a. Trus,t Officer
, huulo, . xfl/t1K~"'X
_'9
,,'
P. O. Box 1010
Harrisburg. Pennsylvania 17106'
Add,...
, I
D.y
July
Month
1961
, Dot, 01 Death
,
31
Y...
INSTRUOTIONS
I. An Inventory mUll bo lIIed within .lhroo mMths olter oppolntmont 01 perlonalreprOlontot1ve.
~. A suppleMe~t Invont,ry mUll b. fllod within ,thirty daYI 01 dllcov.ryel addltlonal ouols.
.3. AdditIonal, Ih..1s may be .ttached ',1 to personalty or realty
,<I. Set Art1~le IV. Fldu~,larl" ,Act 01 1949,.
'j;
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