HomeMy WebLinkAbout11-14-07
,f
..... .
-.J
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
15056041158
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICiAl USE ONLY
County Code Year
21 07
File Nu mber
0036
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
476-18-5497 01082007
Date of Birth
01241921
Decedent's Last Name
TRUSSELL, JR.
Suffix
Decedent's First Name
JOHN B.B.
MI
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
[K] 1. Original Return
o 4. Limited Estate
[K] 6. Decedent Died Testate
(Attach Copy of Will)
o 9. Litigation Proceeds Received
Future Interest Compromise (date of
death after 12-12-82)
Decedent Maintained a Living Trust
(Attach Copy of Trust)
Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. AlL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
RICHARD (. SNELBAKER 717-697-8528
o 2.
04a.
07.
010.
5. Federal Estate Tax Return Required
Supplemental Return
o
o
3. Remainder Return (date of death
prior to 12-13-82)
1- 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A)
Firm Name (If Applicable)
SNELBAKER & BRENNEMAN, P.C.
REGIS
f'...:)
E) WILLS Ul!!}>NL Y
~ ;?-~
T (") .::::
(" ,-) U.:...:..,_
:-
First line of address
44 WEST MAIN STREET
:.~~~ c::
Second line of address
City or Post Office
MECHANICSBURG
State ZIP Code
PA 17055
;r".
P.O. BOX 318
co
Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief.
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge..
SI E OF PERSON R~SIBLE FOR FILlN RN DATE
~ ~\J ?OO
DUNCAN B. TRUSSELL, CO-EXECUTOR
DATE
C. SNELBAKER, ESQUIRE 44 WEST MAIN ST., MECHANICSBURG, PA
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056041158
6M4647 2.000
15056041158
-.J
....J
15056042159
REV-1500 EX
Decedent's Name:T R U SSE L L, JR.
RECAPITULATION
Decedent's Social Security Number
476-18-5497
JOHN 8.8.
1 . Real estate (Schedule A) . .
. . . . . . . . . . . . . . . . . . 1.
2. Stocks and Bonds (Schedule B). . .
. . . 2.
241000.00
26049.56
0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C). .. .. 3.
4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . 4.
0.00
275738.81
0.00
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E). . . . . 5.
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested . 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested . . . 7.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . 9.
64382.63
607171.00
46552.68
10342.27
56894.95
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . 8.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . 10.
11. Total Deductions (total Lines 9 & 10). . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J). 13.
550276.05
0.00
550276.05
14. Net Value Subject to Tax (Line 12 minus Line 13) 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers u:l9er Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14.1axable
at lineal rate X .O~
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
15. 0.00
16. 24762.42
17. 0.00
18. 0.00
19. 24762.42
[K]
550276.06
0.00
0.00
19. TAX DUE . . . . . .
. . . . . . . . . . . . . . . . . . . .
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056042159
6M4648 2.000
15056042159
....J
. ..
REV-1500 EX Page 3
Decedent's Com lete Address:
DECEDENrS NAME
TRUSSELL, JR. JOHN B.B.
STREET ADDRESS
6204 WHITEHILL DRIVE, HAMPDEN T~
File Number
0036
CUMBERLAND COUNTY
CITY
MECHANICSBURG
STATE
PA
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
8000.00
400.00
Total Credits (A + B + C) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
0.00
0.00
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill In box on Page 2, Line 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
ZIP
17050-
24762.42
8400.00
0.00
0.00
16362.42
0.00
16362.42
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1 . Did decedent make a transfer and:
a. retain the use or income of the property transferred; . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? ........
2. If death occurred after Decem ber 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
o
o
o
o
o
[K]
o
No
[X]
00
[X]
[X]
00
o
[X]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
F or dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 89116(a)(1.3)). A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
6M4671 1.000
. .
REV-1502 EX + (6-98)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
John B.B. Trussell. Jr. 21070036
All real property owned solely or as a tenant In common muat be reported at fair market value. Fair market value is defined as the price at which property \YOUld be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knoWedge of the relevant facts.
Real property which Is Jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
241,000.00
Property located at
6204 Whitehill Drive, Hampden Township, Mechanicsburg,
Cumberland County, PA 17050, sale value (see attached
settlement sheet)
. #
3W4695 1.000
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
241,000.00
A. U.S. DEPARTMENT OF HOUSING and URBAN DEVELOPMENT
SETTLEMENT STATEMENT OMB No. 2502-0265
TITLE PRO
SELECT LAND Laserprinl
TRANSFERS,LLC 8. TYPE OF LOAN
801 East Park Drive, Suite 106A l.[]FHA 2. [ ] FMHA 3.*] CONV. UN INS.
Harrisburg, PA 17111 4. []VA 5. [ ] CONV. INS.
6. FILE NUMBER: I 7. LOAN NUMBER:
Phone: (717) 612-9366 FAX: (717) 730-9665 801711 0096200977
8. MORT. INS. CASE NO.:
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked
'(p.o.c.)' were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Stacy L. Kriederman John B.B. Trussell, III Sovereign Bank
Rick S. McGinnis Duncan B. Trussell
Co-Executors, Estate of 601 Penn St.
John B.B.Trussell, Jr Reading, PA 19601
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE:
Mechanicsburg, PA 17050
6204 Whitehill Dr. Select Land Transfers,LLC 08/31/07
Hampden Township PLACE OF SETTLEMENT:
Cumberland County Re/Max Realty Select, Harrisburg, PA
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER
101. Contract sales price 241000.00 401.Contract sales price 241000,00
102. Personal property 402.Personal property
103. Settlement charQes to borrower (line 1400) 5982.58 403.
104. 404.
105. 405.
Adjustments for items paid by seller in advance Adjustments for items paid by seller in advance
106. CityfTown lax 10 406.CityfTown tax 10
107. County lax 08/3 1/ 0710 12 /3 1 / 07 198.39 407.Counly lax o 8 / 3 1 / 0710 12 / 3 1/ 0 7 198.39
108. Assessmenls 10 408. Assessmenls 10
109. SCHOOL o 8 / 31 / 07to 0 6 / 3 0/ 0 8 1780.74 409. SCHOOL 08 / 3 1 / 0710 06/3 0 / 08 1780.74
110. 10 410. 10
111. Swr: $128 . 53/ q end 10/1 43.66 411.Swr:$128.53/q end 10/1 43.66
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 249005.37 420. GROSS AMOUNT DUE TO SELLER 243022.79
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201. Deposit or earnest money 2500.00 501.Excess deposit (see instructions)
202. Principal amount of new loan(s) 192800.00 502.Setllement charQes to seller (line 1400) 19280.92
203. ExislinQ loan(s) taken subject to 503.Existing loan(s) taken subject to
204. 504.Payoff of First Mortgage Loan
Proceeds from 2nd Mtg 6322.03
205. 505. Payoff of Second Mortgage Loan
206. 506.
207. Sellers Assist 3000.00 507. Sellers Assist 3000.00
208. 508.
209. 509.
Adjustments for items unpaid by seller Adjustments for items unpaid by seller
210. CityfTown lax to 510.CitylTown tax to
211. County lax 10 511. County lax 10
212. Assessmenls 10 512.Assessmenls 10
213. SCHOOL to 513. SCHOOL 10
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BYIFOR BORROWER 204622.03 520. TOTAL REDUCTION AMOUNT DUE SELLER 22280.92
300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due from borrower (line 120) 249005.37 601.Gross amount due to seller (line 420) 243022.79
302. Less amount paid bv/for borrower (line 220) 204622.03 602.Less reduction amount due seller (line 520) 22280.92
303. CA~ ([f1FROM) ([ ] TO) BORROWER 44383.34 603.CASH ([XTO) ([ ] FROM) SELLER 220741. 87
'<, i I ;.}:J \dJ.J-~() QMrr """../0"" ~ss....., ,J~.
~\ bA ~/ ~/4A"d ~~J )
~~~~
Buyer or Borrower's Sign~JI~ Se er's Signalure (!fJte'<"r1ll4.
HUD-1 Rev. 5/86
. #
801711 age
L. SETTLEMENT CHARGES PAID FROM PAID FROM
700. TOTAL SALES/BROKER'S COMMISSION based on price $ 241000.00 6.0 BORROWER'S SELLER'S
Division of Commission (line 700) as follows: Total: $14 460.00 FUNDS AT FUNDS AT
701. $ 7255.00 to Re/Max Realty Assoc f.L.JII~:I~((~'.1
702. $ 7205.00 to Re/Max Realty Select
703. Commission paid at Settlement
704. Transact Re/Max Realty Assoc 250.00
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Origination Fee %
802. Loan Discount %
803. Appraisal Fee to Central Penn Appraisals 350.00
804. Credit Report to CBC Companies 19.00
805. Lenders Inspection Fee
806. Mortgage Insurance Application Fee to
807. Assumption Fee
808. Tax Serv LSI Tax Service 69.00
809. Flood Cert FIS Flood Service 7.50
810. Doc Delv Sovereiqn Bank 3.50
811. Applicat. Sovereiqn $299 POC
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest from 08/31/07 to08 /31 / 07 @$ /day 35.48
902. Mortgage Insurance Premium for mo. to
903. Hazard Insurance Premium for 1 yrs. to State Farm $560 POC
904. yrs. to
905. Doc Prep Sovereiqn Bank 200.00
000. RESERVES DEPOSITED WITH LENDER FOR
001. Hazard Insurance 3 mO.@$ 46.67 /mo. 140.01
002. Mortgage Insurance mo.@$ /mo.
1003. CityrTown tax mO.@$ /mo.
1004. County tax 7 mO.@$ 49.46 /mo. 346.22
005. Assessments mo.@$ /mo.
1006. School Tax 3 mO.@$ 178.66 /mo. 535.98
1007. mo.@$ /mo.
1008. Aqq Adiust mO.@$ /mo. -197.86
1100. TITLE CHARGES
101. Settlement or closing fee to
102. Abstract or title search to
103. Title examination to
104. Title insurance binder to
105. Document preparation to
106. Notary fees to Notary Public 25.00 10.00
1107. Attorney's fees to
'it~~~>"""<'>"~\lmf'*'*<""<<"'"'' hlMi~"
(includes above items No.:) ::;::"*:::, o'J '. . . ..... [fi~:~~3~::' . "'i?~-:i:ls:::l; . ::::>!; ;:::'-:':--:0 :?~~:~
":-.. ,':;: ~. .. . ..'~t . . >>X" 6..... .::-.' ',' ~.. ~.::.. :-.... ':.s::::
108. Title Insurance to Select Land/Fidelity ....
(includes above items No.:) 1102 1103 1104
~ 109. Lender's coverage $ 192 800
1110. Owner's coverage $ 241 000
1111. Endors. Select Land/Fidelity 150.00
112. C. S. Letter Fidelity National Title 35.00
1113. e-doc fee Select Land Transfers,LLC 25.00
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording fees: Deed $ 38.50 Mortgage $ 66.50 Misc. $ 105.00
1202. City/county lax/stamps: Deed $ 2410 . 0 0 Mortgage $ 2410.00
1203. State tax/stamps: Deed $ 2410 . 00 Mortgage $ 2410.00
1204.
1205. Tax Cert Re/Max Realty Assoc 7.00
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survey to
1302. Pest Inspection to
1303. 07 Sch Tax Marie Huber 2143.92
1304. Transact. Ref Max Realty Select 145.00
1305. Courier Select Land Transfers,LLC 15.00
400. TOTAL SETTLEMENT CHARGES (enter on lines 103 and 502, Sections J and K) 5982.58 19280.92
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
OMB No. 2502-0265
P 2
Parties agree thai no liability is assumed by Settlement Agent for the accuracy of information furnished by olhers as shown on the HUD-1 Settlement Statement. Settlement Agent hereby expre.
reserves Ihe righllo deposil any amounts collected for disbursement in an intarest bearing account in a Federally insured institution and to credit eny interest so earned 10 its own account as additi,
compensation for its services in this transaction.
HUD CERTIFICATION OF BUYERS AND SELLERS
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and disbursemel
made 0 y count by me in is transaction. I further certify that I have received a copy of the HUD-l Settlement Statement.
X
~~:~.1Q~~' -JA. h~TI'
Sell's Signature
Buyer's Address & Phone:
Seller's New Address & Phone:
have caused or will cause the funds to be disbursed in accordance with Ihis statement
~ 31 --0
Date
alements to the United States on this or any similar form. Penallies upon conviction can include a fine and imprisonmen!. For details see
ction 1010. HUp.-", Rev. 5/96J
~EV;I503 EX.. (6;98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
John B.B. Trussell, Jr.
21 07 0036
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
CESCRlPTION
1. Allstate Corporation
184 shares common stock valued at $64.80 per share.
2
Morgan Stanley
174 shares of common stock valued at $80.83 per share
3
Mirant Corp
2 shares of common stock valued at $30.97 per share
VALUE AT DATE
OF DEATH
11,923.20
14,064.42
61.94
3W4696 1.000
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
26,049.56
. .
REV-1508 EX + (6-98)
COMMONWEAL 1H OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21 07 0036
ESTATE OF
John B.B. Trussell, Jr.
Include the proceeds of litigation and the date the proceeds were receilllld by the estate.
All property Jolntly-owned with \tie right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
rESCRIPTION
VALUE AT DATE
OF DEATH
1,690.00
1
1986 Spindrift Daysailer Boat with trailer
NADA Guide pricing appraisal (see attached appraisal)
2
2005 Volvo
V70 R, appraised value (see attached appraisal)
25,313.00
3
2006 Volvo
S40, appraised value (see attached appraisal)
22,453.00
4
Allstate Corporation
Uncashed dividend check from 09/10/2001
92.00
5
Armed Forces Bank
Checking account, #60232
25,915.98
6
Edward Jones
Investment account, #247-07511 valued at $154,735.48 and
IRA account #247-94512 valued at $2,410.10
157,145.58
7
Household goods
(see attached appraisal)
27,855.00
8
Patriot News
refund on subscription
231.00
9
PNC Bank, N.A.
Savings account, #5000116479
10,114.61
10
PNC Bank, N.A.
Checking account, #5000120355
2,802.12
11
State Employees' Retirement System
Final retirement benefit
247.26
12
The Sentinel
refund on subscription
20.59
13
USAA Property and Casualty
Subscriber Savings Account, #0009 49 81
1,858.67
3W46AD 1.000
275,738.81
TOTAL tAlso enter on line 5 Recanitulationl $
(If more space is needed, insert add~ional sheets c:A the same size)
. '
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""Page 1 of2
N:A.pA Appraisal Guides - Get A Value - Boats
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1986 Q'DA Y DAY SAILER
April 17, 2007
Boats and Personal Watercraft
Length: 17'
Model Name/Description: DAY SAILER
Boat Type: Monohull Sailboats
Hull Material: Fiberglass
Beam: 6' 3"
Engine: N/A
Net Weight: 680
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STEP 5 Review Edmunds.com Pricing Report
r.:::::;Q True Market Value@
~ Pricing
Tn~d~_-_J"- P.!jv~tQ p_~i!I"r
PJlrtY Retili!
$23.993 $25.977 $27.601
$995 $1,085 $1.288
$995 $1,085 $1,288
$-84 ~91 $-97
$80 $87 $92
$329 $329 $329
$0 $0
$29,213
htto:llwww.edmunds.com/usedl2005/volvo/v70r/l00460917/o0tions.html?tmvaction=vdor... 3/29/2007' . .
2005 Volvo V70 R 4dr
Wagon (2.51., 5cyl Turbo 6M)
t.tatiQnal_e~~ePIice
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Navigation System
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20,000 miles
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Edmunds used Volvo 840 car appraisal. Used Volvo cat pricing.
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2006 Volvo 840
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Smart Move Makers Inc.
PO Box 164, New Cumberland, P A 17070
(717) 774-0485
March 4, 2007
Mr. Duncan Trussell
1519 N. Front Street
Apartment 6-J
Harrisburg, P A 17102
nc osed please find a final copy of the appraisal of your father's personal property,
including those items of more significant value. Household and other personal property
would be included as a single lot and valued at $500 total
If you have any questions on the content of the attached please feel free to contact me.
The cost for "*",aisa~. I believe Bruce has already discussed with you where
these proceeds are to be donated in your father's name. I am certain he would be most
appreciative of this gesture.
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Home Relocations for Seniors
Slnart Move Makers Inc.
(717) 774-0485
PO Box 164, New Cumberland, PA 17070
The following represents an inventory and appraisal of select property of Col John B. B.
Trussell, 6204 Whitehill Drive, Mechanicsburg, PA as of March 1, 2007. All listings are in
good condition unless otherwise noted.
1) Dining Room Table, oak. Charles I revival with leaf attachments ca 1875. Allison
inventory #12039" x 66 Yl' with 8 leather backed and seat chairs. $750
2)Renaissance revival cupboard with carved relief decoration, two door enclosed shelf
over open lower shelf Ca 1875. Allison inventory #121. 55 x 39 x 18. $600
3) Three piece set of Victorian walnut frame furniture (settee and two side chairs), plush
upholstery, inlay musical instrument vignette on each. Rose color fabric. Allison inventory
#117. (inventory says 3 side chairs-check) Ca 1880 $900
4) Set of four rosewood side chairs, Louis XV style, fruit motifs on crest and center rail,
Upholstered seats. Mid 19th cent. $500
5) Set of37 individual and group Japanese wood block prints relating to the Sino-
Japanese War of 1894. Some prints are individual but the majority fold into four scenes
with some scenes showing as many as eight. Allison inventory #91 (Approximately 60
loose prints in folio) Lot $3500
6) AIbum of Japanese art photos ca 1905 showing daily life in Japan. Colorized.
(Numbers5-12 are Japanese wood block prints ca 1865-1900 showing actor or warrior
scenes. They are framed and triple size $350
7) Satsuma Platter with Samurai warrior (small crack). 18" dia
$400
8) Japanese Imari Charger, white glaze with blue bird scenes. 18" dia
$400
9) Imari charger with blue and white floral scene 14 1/2" dia
$400
10) Japanese block print triptych (framed): samurai on horseback with pole arm. Probably
Allison inventory #85 Mounted warrior in landscape 15" x 28 3/4". $350
Page 1 of4
Home Relocations lor Seniors
11) Japanese block print (framed) triptych Allison inventory #84 warriors in battle scene.
29 % x 14 Yz". $350
12) Japanese block print (framed) 2 actors in female costume no number possibly Allison
inventory # 93 which shows block prints of actors by Toyokuni $400
13) Japanese block print (framed) procession scene by temple. Attn"buted to Hirosbige but
likely a late state ofhis work. Allison inventory #90,9 Yz" x 14". $400
14) Japanese Block Print (framed) ofa Geisha attn"buted to Toyokuni but likely a late
state ofhis work. Allison inventory #88. 9 % x 14 Yz". $350
15) Japanese Block Print Tryptich (framed) Men in water by boat with ladies on shore
Allison inventory #89.28 JA x 14 Yz". $400
16) Japanese print of bird (framed) single sized.
$100
17) Walnut shadow-boxed frame with oriental fan. 23 Yz" x 15" 19th century. Purchased in
Paris in late 19th century $100
18) Plains Indian "paint"/medicine bag, Allison inventory #307; knife with beaded
scabbard, Allison inventory # 308, and documentltobacco pouch, Allison inventory # 306,
all associated with service of James Nicholas Allison (USMA 1867) in the 2nd US Cavalry
1871-1892. $1050
19) Guidon Troop E 2nd US Cavalry. Silk. Ca 188028" Fly x 26 Yz" hoist $750
20) Japanese gourd shaped translucent ceramic jar. Marked on bottom with two rows of
five Chinese characters. 19th century. Scene of flowers in blue on white. Wooden stand.
Allison inventory #22. May be item descn"bed by Allison as ".. . Japanese vase with stand
decorated by Ganku..." 15" h $400
21) Silk wall scroll (framed) embroidery of two geese in grass. Golden brown. (has
inventory number and id). 20" x 70". Allison inventory #74 as Japanese. $750
22) Wall scroll (framed) with moon and clouds Allison inventory #75 as Japanese signed
Kakemono scroll 24 Yz" w x 62" 1 $600
23) Pair of "German" walnut sewing stands. Hinged tops with storage compartments. Ca
1870. Paw feet, anlmal head comers 31' H x 14 x 14. Allison inventory # 115.Pair $850
Page 2 of4
24) 8-Day tall case clock offigured mahogany. English movement by Joseph Dran
Birkinmaw. Steel and brass face Broken arch top w/brass finials (likely added or
replacements), reeded columns on bonnet, chamfered waist, and exaggerated French
bracket feet (possible replacement), pine secondary wood suggesting possible American
casework. Allison inventory # 11 O. $2800
25) Tanto or Katana (Japanese sword) With bear skin sheath. Elaborate tsuba with gold
highlighted scene. Pre 1905. Allison inventory #147.39" 1. Pair with #26 $750
26) Wasbikazi (short sword) with small knife fixed in scabbard. Same tsuba and a pair
with Allison inventory #147. Pre 1905. Name given on inventory is Masamura 26" $475
27) Japanese lance (naginata) with gold symbols on haft and the wooden sheath over the
blade showing personal mark of the daimyo (lord) that owned it. $750
28) Japanese naval dirk wwn. Allison inventory #162.
$150
29) Kukri knife (Ghurka-Jndia) with two smaller knives in attached scabbard. One
section of the scabbard is open. Elaborate silk: filigree work on the scabbard over the red-
brown velvet. $250
30) 3 North Africanjumbaya (curved daggers) with wooden hihs and brass scabbards.
Allison inventory#s 149, 151. Each $35
-
31) Filipino golak, ca 1901 with wooden scabbard. Relates to Capt. Allison (above).
POSSIbly part of Allison inventory # 149. $100
32) Set of3 Kiowa drawings, depicting ceremonial scenes. Allison inventory #81, w/6
figures 23 x 18 ~"; Allison inventory #82, open tent with 13 figures 18 % x 23 and
Allison inventory #83 single figure signed Sweeney 9 ~ x 12". $750
33) Empire drop front desk of veneered mahogany (some missing), combination 1
drawer, over fitted interior, over three drawers. $500
34) Set 6 of Cloisonne panels, 1 % x 2 ~", depicting stages in the cloisonne manufac-
turing process. Mid 19th cent. Box is marked "Wartman & King" (unlikely original to
the panels). Allison inventory #194. $750
35) Set of3 hand tinted/colored hunting prints published in London 1820. $250
36) Set of6 hand tinted/colored hunting scenes by Aiken, Lindon 19th (spotted) $250
Page 3 of4
37) Books: Set of3 hand tinted/colored hunting prints, Cituren, London 1873. $200
38) Book: Geo. McClellan Field Service US Cavalry, Lansing. $125
40) Book: 1862 US Army Regulations, Lansing. $75
41) Book: CPT J C Duane Manual for Engineer Troops, 1862. $100
42) Book: John Burgoyne Bedfordshire Militia (Eng.) 1759-84. $75
43) Book: McCarrie's Cavalry Tactics 1794 Philadelp~. $100
44) Book: Staffordshire Yeomanry, 1870. $75
45) Book: Formations and Field Exercises His Majesty's Troops 1794. Cover tom. $50
46) Book: Carter Medals of the British Army 3 vols., 1861.
$150
47) Book: Cavalry Tactics 3 vols., 1863.
$175
48) Books: The Dramatic Works of Shakespeare revised by Geo. Stevens W. Bulmer &
Co., 1802, 10 vols., one includes engravings. Bindings show some wear. $300
49) Book: American State Papers 2vols. Letters of Washington. Howe #142 Bookplate
of DeWitt Clinton (Governor of New York) $200
50) Set of approximately 90 pieces of flatware of various sizes of knives, forks and
spoons. Marked RW Sterling and engraved with letter "A" $300
51) Japanese woodblock print offour figures, 2 seated and two standing. Mid 19th cent.
20 yz x 15. $400
52) Silk Ghiordes prayer rug. 45" x 65" Turkish knot. Columned prayer niches with
hanging lamps. Red overall color with pastels. Allison inventory 104. $2500
/-
(
Dat.
'1
Appraisal provided by;'
Page 4 of4
REV-1510 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RElURN
RESIDENT DECEDENT
ESTATE OF
John B.B. Trussell, Jr.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21 07 0036
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTlON OF PROPERlY
ITEM ItO.I..aO Tf-E N'\ME OF Tf-E TRANSFEREE, THEIR RElATIONSHP TO DECEDENT f>K) DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER Tl-EDATE OFTRANlFER ATTACHACOI'V OF THE DEED FOR REAL ESTATE, VALUE OF ASSET INTEREST (If .APPUCABLEI VALUE
1. Pentagon Federal Credit Union 7,651.96 100.0000 0.00 7,651.96
Savings, account #29791-01-9
(John B.B. Trussell, III and
Duncan B. Trussell, designated
beneficiaries)
2 Pentagon Federal Credit Union 56,730.67 100.0000 0.00 56,730.67
Money Market, account
#1583072-03-6 (John B.B.
Trussell, III and Duncan
B.Trussell designated
beneficiaries)
TOTAL (Also enter on line 7, Recapitulation) $ 64 382.63
3W46AF 1,000
(If more space is needed, insert additional sheets c:A the same size)
R'EV-J511 EX'. (1~-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
John B.B. Trussell. Jr.
ITEM
NUMBER
A.
B.
1.
1.
2.
FILE NUMBER
21 07 0036
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
Malpezzi Funeral Home, Inc.
funeral services
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
Attorney Fees
SNELBAKER & BRENNEMAN, P.C.
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
4.
Street Address
City
State
Zip
Relationship of Claimant to Decedent
5. Accountant's Fees
Probate Fees
6. Tax Return Preparer's Fees
3W46AG 1.000
7.
1
ADT Security Services
alarm service
2
Cumberland Law Journal
Advertising Executors' Notice
Total from continuation schedules
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
AMOUNT
8,292.07
11,500.00
310.00
18.97
75.00
26 , 356 . 64
$
46.552.68
476-18-5497
Estate of: John B.B. Trussell, Jr.
3
4
Schedule H Part 7 (Page 2)
Deluxe
check printing charge
25.85
Derr's Trash Hauling
trash removal from property in Mechanicsburg
540.00
5
Edward Jones
account maintenance fee
40.00
6
Hamilton & MUsser, P.C.
preparation of 2006 Individual Income Tax Returns
645.00
7
Patriot News
advertising Executors' Notice
168.06
8
PPL Electric
electric service
105.35
9
Register of Wills
filing fee for Inheritance Tax return
15.00
10
RSR Appraisers & Analysts
real estate appraisal fee
350.00
11
Settlement costs
associated with sale of property:
a. Sellers Assistance $3,000.00
b. Realtors Commission $14,460.00
c. Transaction fee $250.00
d. Notary fee $10.00
e. Transfer tax $2,410.00
f. Tax certification $7.00
g. School taxes $2,143.92
22,280.92
12
Smart Move Markers, Inc
appraisal fee on household goods
50.00
13 UGI
gas service
301.48
14
U-Haul
truck rental to remove household goods from property
in Mechanicsburg
98.10
15
United Water Pennsylvania
water service
41.18
16
Verizon
phone service
195.70
Total (Carry forward to main schedule)
24,856.64
Estate of: John B.B. Trussell, Jr.
476-18-5497
Schedule H Part 7 (Page 3)
17
Reserve
for additional filing fees, accounting fees and
miscellaneous costs associated with the
administration of decedent's estate
1,500.00
Total (Carry forward to main schedule)
1,500.00
REV-1512 EX + (12-03)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INl-ERITANCE TAX RElURN
RESIDENT DECEDENT
ESTATE OF
John B.B. Trusse11. Jr.
FILE NUMBER
21 07 0036
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Associated Cardio1ogists
medica1 expense
131.00
2
Bank of America
credit card payoff
584.82
3
Cardmember Services
credit card ba1ance
45.05
4
Choice Visa
credit card ba1ance
864.65
5
Cingu1ar
ce11 phone service
96.72
6
Citi Cards
credit card ba1ance
829.35
7
Comcast
cab1e TV service
234.30
8
Commonwea1th of Pennsy1vania
registration fees on 2005 & 2006 Vo1vo automobi1es
72.00
9
Hampden Township
sewer/refuse service
141.38
10 Kerry's Lawn and Garden Equipment Center
maintenace/repairs on 1awn mower and snow b10wer
336.60
11 Macy's
credit card ba1ance
150.06
12 PA Dept of Revenue
income tax due on 2006 Individua1 Income Tax Return
963.00
Tota1 from continuation schedu1es
5,893.34
3W46AH 2.000
TOTAL (Also enter on line 10. Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
10.342.27
Estate of: John B.B. Trussell, Jr.
476-18-5497
Schedule I (Page 2)
Item
No. Description
Amount
13 PNC Bank, N.A.
checks written by the Decedent prior to death from
checking account #5000120355
a. check #2925 written 1/5/07 for $114.21
b. check #2894 written 11/17/06 for $17.50
c. service charge deducted 1/12/07
b.
133.71
14 PPL Electric
electric service
210.06
15 UGI
gas service
427.95
16 United States Treasury
2006 Individual Income Tax Return (6,500.00 paid with
extension filed 4/16/07 of which $1,963.00 will be
refunded)
4,537.00
17 United Water Pennsylvania
water service
169.60
18 USAA Savings Bank
credit card balance
271. 79
19 Verizon
phone service
143.23
Total (Carry forward to main schedule)
5,893.34
I
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
John B B Trussell Jr
SCHEDULE J
BENEFICIARIES
REW1513 EX+ (9-00)
FILE NUMBER
21 07 0036
NUMBER
I
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
John B.B. Trussell, III
209 Running Deer Drive
Hopkins, SC 29061
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
One Half of Residue: 275,138.03
Son
275,138.03
2 Duncan B. Trussell
1519 North Front Street, Apt 6-J
Harrisburg, PA 17102
One Half of Residue: 275,138.03
Son
275,138.03
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II _ ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
$
0.00
(If more space IS needed, Insert additional sheets of the same size)
3W46AI 1.000
-
..-'
\,.
LAW OFFICES
LBAKER 8: ELICKER
LAST WILL'AND TESTAMENT
I, JOHN B. B. TRUSSELL, JR., of the Township of Hampden,
County of Cumberland and Commonwealth of P~nnsylvania, being of
sound and,d1sposing mind, memory and understanding, do make,
publish and declare this as and for my Last Will and Testament,
hereby revoking and making void all former wills and codicils by
me at any time heretofore made.
FIRST. I order and direct that all my just debts and
funeral expenses be paid by my Executrix, Executor or Executors,
as the case may be, hereinafter named, as soon as conveniently
may be done after my decease.
SECOND. I give, devise and bequeath all the rest, residue
and remainder of my Estate, real, personal and mixed, whatsoever
and wheresoever situated, unto my wife, namely, MARGUERITE
ALLISON TRUSSELL, absolutely and in fee simple, if she survives
me by as many as sixty (60) days.
THIRD. If my said wife, MARGUERITE ALLISON TRUSSELL, does
not survive me, then and only in that event, I give, devise and
bequeath all the rest, residue and remainder of my Estate, real,
personal and mixed, whatsoever and wheresoever situated, in
equal shares unto my sons, namely, JOHN B. B. TRUSSELL, III, and
DUNCAN B. TRUSSELL, share and share alike, absolutely and in fee
simple.
If either of my said sons should predecease me and leave
lawful issue to survive me, I order and direct that the
foregoing share of my Estate attributable to such deceased son
shall be distributed unto his said issue per stirpes by
representation and not per capita.
If either of my said sons should predecease me without
leaving lawful issue to survive me, I order and direct that the
.
foregoing share of my Estate attributable to such deceased son
"
shall lapse and my Estate shall be distributed to the other
beneficiary or beneficiaries as provided above without reference
to such ~eceased son.
LASTLY. I nominate, constitute and appoint my wife,
MARGUERITE ALLISON TRUSSELL, to be the Executrix of this, my
Last Will and Testament, but if for any reason she should fail
to qualify as such Executrix or cease so to serve, then and in
that event, I nominate, constitute and appoint my sons, namely,
JOHN B. B. TRUSSELL, III, and DUNCAN B. TRUSSELL, (or either of
them in the event that one should fail to qualify or cease so to
serve) to be the Executors (or Executor, as the case may be)
hereof.
I order and direct that none of the above named persons
shall be required to post bond or other security as a condition
of qualifying as my personal representative hereunder.
IN WITNESS WHEREOF, I, JOHN B. B. TRUSSELL, JR., have
hereunto set my hand and seal to this, my Last Will and
Testament which consists of two (2) typewritten pages to each of
which I have affixed my signature this 30th
day of December,
A. D., One Thousand Nine Hundred Eighty-seven (1987).
~ 0 --" ~n ~
(' \').\S. \~~\. <
( SEAL)
The preceding instrument, consisting of this and one (1)
other typewritten page, each identified by the signature of the
Testator, was on the date thereof Signed, sealed, pUblished and
declared by JOHN B. B. TRUSSELL, JR., the Testator therein
named, as and for his Last Will and Testament, in the presence
of us, who, at his request, in his pr~sence, and in the presence
of each other, have subscribed our as witQesses hereto.
LAW OFFICES
BAKER & ELICKER
V-rLwlf)t.(" "1 ~I
-2-
.
COMMONWEALTH OF PENNSYLVANIA
SSe
COUNTY
OF
CUMBERLAND
We,p.'JOHN B. B. TRUSSELL, JR., RICHARD C. SNELBAKER and
JANET M. FORRY, the Testator and the witnesses, respectively,
whose names are signed to the attached or foregoing instrument,
being first duly sworn, do hereby declare to the undersigned
authority that the Testator signed and executed the instrument
as his Last Will and Testament and that he had signed willingly,
and that he executed it as his free and vOluntary act for the
purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testator, signed the Will as a
witness and that to the best of his or her knowledge the
Testator was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
~L n,~- ~ \-_
~~
Witness
(:;;~ <U.U r /11.::( ~
Witness
Subscribed, sworn to and acknowledged before me by JOHN B. B.
TRUSSELL, JR., the Testator, and subscribed and sworn to before
me by RICHARD C. SNELBAKER and JANET M. FORRY, witnesses, this
30th day of December , 1987.
~ - /(~ /)
( al'7LH1 <0. /'-"~-z..
Notary Public
CATHARINE E. BOUsuar. NOTARY' PUBLIC' .
MECHAfillCSBURG BORa. ClllllB~RLAtlD COUNTY'
.~~ CO~MISS!.ml ~Xl'lRi:S flm. 27, 1990.
I't:,':~h&r ~;.:''"',;~,telr,t;;:~t!! l1;~:;C'ci;,'''f:;~J c.: er):!des
LAW OFFICES
LBAKER a ELICKER
.
. ,