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No.21.81
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PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of
JESSIE G. BALDY
, deceased.
To Register of Wills for the County of Cumbmland, In the Commonwealth of Pennsylvania.
Petitloner~ Is (acQq the execut rix
named In the Last Will and Testament of
Jessie G, Baldv dated Ju1v 29, 1975.
Decedent was a citizen of the United States and a resident of Lower Allen
Township (Bomugb), Cumberland County, Commonwealth of Pennsylvania.
Decedent died on l~ednesdav.
the 9th day of September A.D. 19~, In the
County of ('nmh..rl "nil ,State of --.p.". at the age of --1..B.. years.
Decedent baG (has not) been married and tll[9((has not) had children born tOlhtDo (her) since the ex.
ecutlon of the above described Will.
Decedent was possessed of personal property to the value of $' , , n n n _ n n
and of real estate to the value of
Nnn~
as near as can be ascertained; said real estate situated as follows
Therefore, your pet:lloner(S!: respectfUlly apply(les) for the probate of the said Last Will and Testa.
ment and for Letters Testamentary theron.
Dated .JieJltem!Ler 23 . 19B1.
Name and address
of Petitioner(s)
..
I." , // . J
,{ 'In, ':7:(;, / .'1.'7.' )):'1 (;I~/
rlu:i.stine G. Baldy (;
~1' h1bright Drive
_____-M~hanicsburq, Pa., 17055
COMMONWEALTH OF PENNSYLVANIA t
COUNTY OF CUMBERLAND I
rHRT~TlNE G. BALD~
ss
. named in above applicallon, being duly "wnrn _ according to law say(s) that the
statements set forth in this petition ate true to the best of--hCL-_ knowledge and belief.
S . '/.- if I', .
worn and subscnbed before ---,.J...cjLL'_i..ZL<_.L_~___~~.!...!._.' . ("
1/
me~. sePtemb~C~23_ ...19..131,.._..-.____.._______..______,._. _".
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Register
Filed;September 211, 1981
Attorney: GP.ORGE M. HOUCK
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I, ,JESSIE (i, BALDY, of the !lorough of Catm,iRea, columhia County,
Pennsylvania, hdng of lawfll1 ap,e and of sound mind, lIlemory and unl\erstanding
do make, puhlish and declare this instrument to he my La9t l.1J.ll an'\ re9tament,
herehy revoking all former Hills.
ITEM ONE: I direct that the expenses of my IMt illnes9 and burial
expenses shall be paid by my Executrix, a" soon as conveniently may he done
after rr.y decease.
ITEM THO: I nominate, constitute and appoint my helovel] dster,
Christine 'G:-r;;}ldy, as Executrix of this, my Last \IiI 1 a"d Testa111o.nt. In the
event she shall resign, refuse to act or hcrome incap"dtated, I appoint my niece
Elizabeth Anne !loyer, as Executrix.
ITEM T1IREE: I authorize and empOl,er my Executrix, to s('ll , dispose of
and convey, absolutely and in fee simple, any personal property an'] real estate,
of which I may die possessed, either at puhlic or private sale or R"le9, at puch
price or prices, and upon such terms of payment as my "aid Exp.cutrh, shall de"m
fair and expedient, and with full power and authority to make, ""crute, ackn0"-
ledge and deliver fiood and sufficient deed,; of conveyance or othel' necessarv
writings to any and all purchasers as fully as I Goul,] do if livinp., and to
execute and deliver all contracts and agreements, leas('s, options, receipts and
releases, assignments and transfers of stock8 and securities, and a1] other
writings necessary for the effectual admini9tration; s('ttlement an'\ <listrihution
of my egtnte.
ITE}\ FOUR: 1 give and bequeath to my niece, Flizaheth Ann Hoyer, ~ry
diamond ring.
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ITElI rl'JE: 1 give o.,.,d hcqC\co.th to "'y great nicce, potririn E, l'oy"r,
the sum of Two Hundred ($200.nO) 11011ar9.
IT~n:: I givc and bequeath to my great niece, Nary neth Boyer, the
sum of Two Hundred (S200.nO) Dollars.
ITE1-I SEVEN: ,',II the rest, renidue nnd remainl]er of mv oHtate and
property, -;;r-WiW.l:socver kind and Hheresoever situate, T give, llevjne and beqllonlh
to my sister, Christine G. !laldy, absoll1tely and in foe simple, provided she
shall. survive me for a perio'! of thirty ,lnys.
In the event my said sister shn11 die duri"p. my lifetim(' or Hithin n
period of thirty days follawinr, the date of my death, 1 give, de'.'lse and hequenth
the sa",e to my niece, Elizabeth Anne !loyer, ahsolutely nnd in fee d!1l)11 e, pcr
stirpes.
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'N \IllNESS mmREOF, I have hereunto set my hand and s('n1 this 29th day
of July. '. n., 1n75.
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Signed, Roaled, pub 1 ished and ,'('e1arcd by tlw above nam,,'] .JESSIE C. I
llAUW. ,1n and for 1,,'r La9t lIiT J and Tes~",,"nt, in the pr('s(,nce ", .U::;. \~h.O h:1\'c> \
her('unlo RuhBedh,',1 our names .J' HitncRH"" thereto, at her reqIH,,,j', ; n the
prc:;,'nj'e of Raid TI'st:1trix <1nl~ of e3ch c~1 hrrol - '
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. COMMO EALTH OF PENNSYLVANIA I ss:
COUNTY OF C BERLAND
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OATil OF SUIISCRIIIING WITNESS
This day of..
. before me, Register for the Probatc f Wills and granting letlcrs of Administration in and
the Commonwealth of Pennsylvania, p onaUy came
the subscribing witnesses to the foregoing instrument
late of
according to law, depose and say, that
/
instrument of writing as and for h
Testament and Last Will, and at the time of so dOl
was of sound and disposing
knowledge, observation
nd memory and understanding, to the best of
belief.
and subscribed before
Register
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA! ss:
COUNTY OF CUMBERLAND ~
C'HI?T!':'I'THP. r:: RI\T,nV,
being duly
cn.rnrn ~
says that as nearly as can be ascertainec1 the said decedent 4--
JRSSIE G. RALDYr
died on
tY~"npt::nAY f
the
'It-h
day of
Sppt-t>mht>r,
A.D.,I9-lU,
al or about
3:30
o'clock, ~.
Swnrn
and subscribed thi,
2~rd
1 .
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f'</' /"L:,:',I.lr.l.-
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day of
St>pt-pmhPr,
19'~~~, .~,
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Register
5'79
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Bcforc mc, thc Regislcr for the Probale of Wills and granting of Lettcrs of Administration in and for the County of
Cumberland, personally cal11c
CHRISTINE G. BlILDY.
who, being duly sworn
,do e s depose and say that as
Executrix
or the last Will and Testament of
JESSIE G. BlILDY,
deccased
s he will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And
also will diligently comply with the provisions of the law relating to Transfer Inheritances.
i
September. 2 '3.
A.D., 19...!l.L-
Swornand subscribed before me.
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Bc it remcmbered Ihat on the--.E4:th_day of !;"p,"pmh"r, '__,A.D.,19..!l.l-, there was probated and
recordcd thc lasl Will and Testamcnt of
.TF.!;!;TP. G. "1\T.OY.
late of
I.Q'~Qr 1I1Je-n 'l'",",n..hip
,Cumbcrland County, Pennsylvania,
Deceased. Lcllcn Testamentarv were granted to
Witness my hand and official scalthe day and ycar aforcsaid.
C'ttIlT!;'l'TNF. G. "Ar.nY.
581
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IlEV.455 EX" 13.80)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEOENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Estateot ,TFSSTl, G. n~r.nY Date of Death ')/o/~'
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
FileNo, 2]-81-585
Claimant CIIRTS'l'IllE r;. RALDY
Relationship to Oecedent
~T~I'f1P.p
Claimant's Address at tlmc of Decedent's Death ')1] 'l'r,PPTr.:lrrp nPTv-r:. l,lFrni'\T1Tr.~;r-,[1P'(;. PA.. 170r;f)
'iEM
NO.
REMARKS
I AMOUNT
OATE
NAME OF PAYEE
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TOTAL I 3.211.60
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral
expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes.
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StGNAHH<:r (jF t IOUCIAHY .! /014 r
OFFICIAL USE ONLY
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DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $
% TAX HATE
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GENERAL INHERITANCE TAX INFORMATION
Unsatislied liabilities incurred by the decedent prior ta his/her death are deductible against his/her taxable
estote. In addition ta debts incurred by the decedent ar estote, ather items ore c10imable including the cost of
administration, aHorney lees, liduciary lees, luneral and burial expenses including the cost 01 a burial lot, tombstone
or grave marker and ather related burial expenses.
All debts being claimed against an estate are subject to the approval 01 the Register 01 Wills with whom the
Inheritance Tax Return is Iiled. Evidence.ta support the decedent's or the estate's liability lor the debts being
claimed shauld be attached to this schedule,
A lamily exemptian may be claimed by a spouse 01 a decedent who died domiciled in Pennsylvania, 1/ there is
no spause, or if the spouse has forleited his/her rights, then any child of the decedent who;s a member of the same
household can claim the exemptian, In the event there is no such spouse or child, the exemption can be claimed by
a parent ar parents who are members of the same hausehald as the decedent, The family exemption is allowable only
against assets which pass by a will or by the Pennsylvania Intestate Laws,
NOTE: Compensation paid to an estate representative; namely, an executor or administrator, lor services
perlarmed in administering an estate is repartable for Pennsylvania Income Tax purposes, This taxable income
item should be reported an farm PA.40.lndividuallncome Tax Return.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. 1/ the family exemption is being claimed, indicate the claimant's nome, address and his/her relationship to
the decedent, Enter "family exemption" in the remarks column and the amount claimed in the amount column.
:z. Assign consecutive numbers to each item listed.
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the nomes 01 each payee.
S, Provide a brief explanation in the remarks column lor each debt claimed,
6. Enter the amount 01 each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
IF ADDITIONAL SPACE IS NECESSARY USE 8'/" x 11" SHEETS.
REV.~!'IO It-eol
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT OECEOENT
SCHEDULE "A"
REAL PROPERTY
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(Instructions on Reverse Side)
ESTATE OF ~.ESSIE...G...BALDY.. .__._____.._...._
ESTIMA TED DEPARTMENT
ITEM DESCRIPTION MARKET V ALUA TION
NO, VALUE (OFFICIAL USE
ONLY)
NONE 1l0NE
I
TOTAL THIS PAGE NONE ~.,~ A
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QUESTIONS CONCERNING PROPERTV TRANSFERS
1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving
valuable and adoQuate consideration? (Answer "Ves" or "No".) i;o
2. Did decedent, within two years of death, transfer property from himselll herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Ves" or "No".) -..lliL
3. If the answer to one or two above is "Ves" and the transfers are claimed to be nontaxable, provide the following
information:
a. Age of decedent at time of transfer.
b. Copy of death certificate.
c. Affidavit by the attending physician indicating the state of decedent's health at lime of transfer,
d. All other information supporting nontaxabi Ii ty of transfer.
4, Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Ves" or "No".) No
a. Was there any possibility that the property transferred might return to transferor or his/her estate or be subject
to his/her power of disposition? (Answer "Ves" or "No".) ilo
b. What was the transferee's age at time of decedent's death?
5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before hi s!her
death:
a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Ves" or "No".) Nn
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Ves" or "No".) nn
6. If the answer to live b. above is "Ves," state whether the right was reserved in decedent alone or others.
7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or careof transferor? (Answer "Ves" or "No".) 'In
8. Did decedent, at any time, transfer property, the bmeficial 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? (Answer "Ves" or "No".) ,-10
9. If the answer to eight above is "Ves," was the power to alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Ves" or "No".)
REV-453 (Xi (lO.SO)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
~
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(Instructions on Reverse Side)
Estate of
,Tr.~r;TP G. nl\T.DV
BENEFICIARIES AND ADDRESSES
SURVIVED
DECEDENT
DATE OF
BIRTIi
INTEREST OF BENEFICIARY
RELATIONSHIP
d
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17055
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T.a'~J:enca._.Ransas,_(iliO~.__. -.Gr.alld::-nieJ:;_~_--X~~_
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ReQue~t~~200.00
M"ry
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The ebove beneficiaries were living at the time of the decedent's death except for the following:
NAME
OATE OF DEATH
If oddlliDnll 'PICe i' nece....y. us. SW' x"" ,heets.
---
. .
REV0454 EX+ (3.801
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEOENT
(Instructions on Reverse Side)
'*
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
Estate of
.J!'HSIE r,. n,^.LIW
ITEM TOTAL \ VALUE OF DEPARTMENT
NO. DESCRIPTION MARKET DECEDENT'S VALUATION
VALUE N INTEREST (Officio' Us. Only).
T
1. certificate of nepos it ~ 50009041,
First Eastern Ran):, Cata,...'issu, Penn-
sylvania, in the principal amount
of $2,000.00, with accruen interest
to date of death of $85.48, in joint
names of Jessie G. Baldy or Chris- Clne-
tine G. Baldy, sisters: lalf $1,0~2.74
2. U. S. Savings Bonds in the names at
Jessie G. Baldy or Christine G.
Baldy, sisters, as follol-ls:
Denomina- 'lumber Issue Har):e
tion -- Date Ya_~
----
$100.00 C/.l6 246 21(,1' Hay 54 $251- 4
$100.00 C216 246 215E 'lay 54 $251- 4
$100.00 C237 348 l60E June 56 $239. 6
$100.00 C237 348 l61E June 56 $239. 6
$ 50.00 1.301 089 988E June 56 $119. n .Clne-
$ 50.00 L250 693 993E Hay 54 $125, 2 lalf 613.61
NOTE: Jessie G. Baldy and Christine
G. Baldy, who are sisters,
came from Catawissa, Pennsylvania,
to Bethany Village in CUlnberlano
County, Pennsylvania, and have lived
there together for at least three
years, l'nen they moved to Bethany
Village, they transferreo all of
their bank accounts to C. C. N. n.
Bank, N. A. The Certificate of
Deposit shown in Item 1 above, was
purchased prior to their moving to
Bethany Village.
TOTAL THIS PAGE
I
$1,G5~1
I; (tf't..I~ A
,4P
RE!V.484 EX+ (HO)
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
mOriginal
o Supplemental
o Remainder
File Number
21-81-0585
Estate Name
JeIl5ie-'l,...J3aldY-------...---.--"
September 9, 1981
Date of Death
Social Security Number
159-09-9257
REPORT OF INHERITANCE TAX APPRAISER
I, tho undoralgnod duly appointed Inheritance Tox Appral..r In and lor tho County 01 Cumberland
Ponnsylvanla, do respoctfully report that I !lave appralsod tho real and persunal proporty as rOported In the loregolng
relum at the values .ot Iorth opposite oach Item In the last column to e rl. t~~ S~h~e. "A", "S", "C", and "E"
Dated: November :>3, ] oR] ~ /..it- <-
ITANCE TAX APPM ER
ADJUSTMENTS REMAINDER APPRAISEMENT CODE
INVENTORY VALUE AS APPRAtSEO CODE (HARRtSBURG USE ONLY)
Re.1 Pr.perty (Schedule A) $ 00+ 92+
Pereonol Property (Schedule B) 08 \0+
J.lnt.Held Property (Schedule E) 1Il+
Tronaf.r. (Schedule C) sa+
TOTAL GROSS ASSETS
L.u Debt. and D.ducllona 40- u-
(SCHEDULE F)
CLEAR VALUE OF ESTATE
OLlie Estate Em FACTOR PRINCIPLE VALUE CODE
o Annuity
FOR USE OF REGISTER ONLY
To. on $
~
COMPUTATION OF TAX
$
$
$
$
$
6%
Tax on $
15%
To. on $
To. on $
To. on $
e..mptlonl
Total Estate
TOTAl. TAX
INTEREST FROM
BALANCE
TO
$
$
$
leu Ctedl"
DATE OF PAYMENT
A.MOUNT PAlO
OISCOUNT
INTEREST
$
TAX CREDIT
$
+ $
=
$
+
=
BALANCE
$
INTEREST FROM
TO
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