HomeMy WebLinkAbout09-11-78
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COMMONWEAL'TH OF' PENNSYL V ANr~ 4. ....
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RESIDENT DECEDENT
COUNTY OF
Cumberland
IMPORTANT:
This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the
County where decedent resided; Return is due within nine months after date of death, unless an extension is granted
by the Secretary of Re'otenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
Late af
Cumberland
Pennsylvania
} AFFIDAVIT OF
CO....
EXECUTORS
~
County
EFFIE C. McINTYRE
(STATE FULL NAME OF DECEDENT)
County of
r.I1T11 h p:r 1 ::m r1
} u,
State of
Jane E. DavidsonJ Trust Officer, CCNE. Bank. N.A., & Geraldine Sloop
Administrator of the estote of the above-named decedent being duly sworn, depose and say
Co- Execut<:>rS
Decedent died
June 24.
(MONTH)
(DAY)
, 19~J testate leaving a last will, copy of which is hereto allached..}
( YEA R) ~MXHDIIX
Name and address of ollo.ney 0. }
other authorized repre's,entative to whom
all correspondence should be mailed.
Charles H. Stone
310 Bridge Street, New Cumberland, Pennsylvania 17070
s are
That as such Co-Executors deponent is familiar with the affairs of said estate and the property constituting
(EXECU TO R-ADMIN I ST RA TO R)
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of the following: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
NONE
That the contents of said safe deposit box or boxes are itemized under Schedules
with the exception' of the following, for the reasons hereinafter set forth:
of this return,
That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property
wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of
death, whether in decedent's immediate pos ses sion, s tanding to decedent's credit in banks of deposit, savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving also separately the accrued interes t thereon, if any, down to the las t interes t day priM to decedent's
death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal
savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de-
cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death;
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages,
automobiles, boats, and any and all other personal chattels of whatsoever. kind or nature, left by decedent,
together with the fairly estimated market value thereof; all bonds and mortgages held by decedent. and of all
claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving the face value and estimated fair market value thereof, and if such estimated fair,market value be
less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys
payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of decedent's
death and other investment securities owned by the decedent at the time of death, with the market value there-
of at such time.
In the case of securities of close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or 9,usiness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of tne agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted. It should also set forth in itemized form, together with the fair market value
thereof, any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers of property, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a cony
of the deed, trust agreement or other instrument creating the trust. Ther'~ is also set forth in said
schedule a list of all property, real and personal, with its value, which passes at decedent's death by
virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property, real and per-
sonal, owned by the decedent jointly with another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
...m......uo,o.m...-:J.f:::::...... . ...... day of ..e.:~eu;yn.de:..I!..... 19.7..t.
--jJ~ 9--;= ---
That the totals of the appropriate columns in Schedules "A", "B", "en, "E", and "F" as directed therein,
have been .aeeied roeweed and peopeeiy eegisteeed in the snmmae~~ ~~
Subscribed and sworn to before me this ................................. CCNB . nkJ N..A,
By:~.. .... ..:..@.....&irtuttJ................'I:r:ll5.t....Qf..f.icer
ofE:cecutor~
..2. .Ol..:XA'Ji!ke.t...S.t;t:.ee.t....................................................................
(StTeet Number)
...Camp...lIj;;11.t....~:~n~.-;!,Y.A~.t.~....!.?9~.~...........................
(City or Town and State)
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NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
"":' ;-) ...:~n ;._- ,~',.......
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Trust Company, of New Cumberland, Pennsylvania, guardian of any
property which passes, either under this will or otherwise, to a
minor and with respect to which I am authorized to appoint a
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guardian and have not otherwise sp~cifically done so, provided tha~
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this appointment of a guardian shall not apply to property dis-
tributable to a minor for whom I have otherwise made special pro-
vision and provided further that this appointment of a guardian
for the minor's benefit.
Such guardian shall have the power to us
shall not supersede the right of any fiduciary in its discretion
to distribute a share where possible to the minor or to another
principal as well as income from time to time for the minor's
support and education (including college education, botn graduate
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and undergraduate) without regard to his or her parent's ability
provide for such support and education, or to make payment for
these purposes, without further responsibility, to the minor or
to the minor's parent or to any person taking care of the minor.
ITEM' V.
All federal, state and other death taxes pay-
..
;
I able because of my death, with respect to the property forming my
I gross estate for tax purposes, whether or not passing-under this
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I will, including any interest or penalty imposed in connect,ion with
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I such tax, shall be considered a part,of the expense of the admin-
I istration of my. estate and shall be paid from my residuary estate
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1974, may be paid from the assets of that trust as provided
ITEM VI.
My executors and guardian shall have the
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following powers in addition to those vested in them by law and by
L.AW OFFICES
I other provisions
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of my will,
applicable to all property, whether
principal or income,
including property held for
minors,
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exerciscb~
,
STONE e. SAJER
310 BRIDGE STREET
[.W CUMBERLAND, PA. 17070
Page 2 of 4 pages
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.' without court approval, and effective until actual distribution
of all property:.
A.
To retai~ any or all of the assets of my
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any i
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estate, real or personal, including stock of my corporate
:1 fiduciary, or of its parent holding company, without reg'ard to
;i principle of diversification or risk.
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B.
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To invest in all forms of property including
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trust funds and mortgage investment funds whether
operated by my corporate fiduciary or others, without restriction
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deem proper, without regard to any principle of diversification or I
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to exchange,1
to investments
authorized for Pennsylvania fiduciaries, as they
risk.
C.
To sell at public or private sale,
or to lease for any period of time, any real or personal property
and LO give options for sales, exchanges or leases, for such
prices and upon such terms or conditions as they deem proper.
,
D. To allocate receipts and expenses toprinpipal
or income or partly to each as they from time to time think proper.:
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E. To borrow from, or sell to, the trustee under I
my inter vivos trust m~ntioned above, even though such trustee may
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be my executor.
VII.
I appoint my friend, GERALDINE SLOOP, and CUMBER-
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I direct that my executors and guardian shall not I
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this my last will.
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I LAND COUNTY NATIONAL BANK AND TRUST COMPANY, of New Cumberland,
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Pennsylvania,
co-executors of
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VI I I.
required to give bond for the faithful performance of their
duties in any jurisdiction.
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IN WITNESS WHEREOF,
I have hereunto set my hand this
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""EW CUMBERLAND. PA. 17070 !
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day of August, 1974.
LAW OFFICES
/~e.~r~~
Effie C. cIntyre
STONE e. SAJER
310 BRIDGE STREET
Page 3 of 4 pages
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The preceding instrument, consisting of this and three
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:i other typewritten pgges, each identified by the signature of the
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II tes ta t rix, was on the date the reo f signed, pub 1 ished and de cl ared
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iI by EFFIE C. McINTYRE,
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d
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Ii names as witnesses hereto.
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II W~tness ,.
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the testatrix therein named, as and for her
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Addres~ /
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Address
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LAW Qf'P'ICES
STONE 110 SAJER
310 8RIDGE. STREET
NEW CUMBERLAND, PA. 17070
Page 4 of 4 pages
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LAST WILL AND TESTAMENT
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OF
EFFIE C. McINTYRE
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il I, EFFIE C. McINTYRE, of the Borough of New Cumberland,
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Ii Coun ty of Cumberland and Commonweal th of Pennsylvania, declare
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I: this to be my last will and revoke any will previously made by me.
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II ITEM I. I bequeath such of my tangible personal proper-
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I: ty as is set forth in a separate unsigned memorandum, which I
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j] shall place with my will to the persons therein designa"ted.
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Ii bequeath any of my other household goods and personal effects and
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Ii other tangible personalty of a like nature (not including cash or
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n securities) to my friend, GERALDINE SLOOP, if she survives me by
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II thirty days.
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I, certain revocable trust created by me for my beloved brother,
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ITEM It.
I have made
no
provision
in
this will or in. a
SAMUEL F. STETLER, since he is well provided for and would have no
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need for any funds that may be included in my estate.
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II estate of every nature and wherever situate, including any
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II property over :,hich I shall have any power of appointment to the
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II Cumberland County National Bank and Trust Company of New Cumber-
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II land, Pennsy 1 vania,
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I part of that certain inter vivos revocable trust created by me on
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I August i~ · 1974.
I purposes and subject to the terms and provisions thereof, includ-
II ing any alterations or amendments thereto. or any other inter
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II vivos trust which may hereafter be substituted therefor.
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:~ LAW O""ICES \1'
.~ STONE e. SAJER
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310 BRIDGE STREET 1:
NEW CUMBE.RLAND, PA. 17070Ji
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ITEM III.
I devise and bequeath the residue of my
to be added to and thereafter treated as a
to have and to hold, IN TRUST,
for the uses and
ITEM IV.
I appoint Cumberland County National Bank and
Page 1 of 4 pages
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"c: C-3~ (4017 3)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "Au
REAL PROPERTY
*'
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenant in cammon with another or other, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule liE.")
The real property located In the Commonwealth of Pennsylvania should be (1 ) (2) (3)
described by lot and block number, street and street number, together wi th DEPARTMENT
a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title; If a farm state number of a. FOR YEAR OF ESTIMA TED CAUTION
cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this space)
to be listed on Schedule "F" and must not be deducted from this schedule.
NONE -0- -0- N~
Insert this total opposite "real property", Schedule CIA" in the X X X X X
"As Reported" column on the last page of this return.
RCC ~35
RESIDENT DECEDENT
SCHEDULE liB"
PERSONAL PROPERTY
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COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in any undis tributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1.
Lutheran 5Qcta1 Servtce~' ~ ~e~und Occup~nc~ fee
Less Deprectatton
25J250~OO V"'kZ-S) q S c. C> c:.
2.
State C~ptta1 s~vtngs & Lo~n Ass~ct~tton
Certt,~icate 1126413 v--
2,OQO,00
'2.... 0 \)0 .0-::::'
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, l3<J -4'"1-
3.
Accrued Intere~t
130.42
4.
CCNE Checking Account 11558....872.....8
3.509,17 v./ -::L - b ...,
. ~ \ '::> 0 -l. t I
5.
Conunonwea1tn of ~ennsylv~nt~
.... }?ersona1 Income Tax Refund
69..00
<.o~.D (.)
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
x X
311658.59.
3\)658.5'<
RCC-3b
COMMONWEALTH OF PENNSYLVANIA
TRANSr~R INHERITANCE TAX
SCHEDULE "c"
TRANSFERS
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RESIDENT DECEDENT
(1) Did decedent, within two years of death, make any transfer of any material part of his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) No
(2) Did decedent, within two years of death, transfer property from himself to himself and another or
others (including a spouse) in joint ownership? (Answer yes or no) Nn
(3) If the answer to (1) or (2) above is in the affirmative state:
(a) Age of decedent at time of transfer
(b) State of decedent's heal th at time of making the transfer. (Note 1).
(c) Cause of decedent's death. (Note 1).
(4) Did decedent, in his 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 death?
(Answer yes or no)_____~ '
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer yes or no)
(b) What was the transferee's age at time of decedent's death?
(5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a) The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no) No
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) No
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others
(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor? (Answer yes or no) Ye~
(8) Did decedent, at any time, transfer property, the beneficial 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 yes or no) Yes
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiar~_reserved in the decedent alone or the decedent and others?
(Answer yes or no) YeS (decedent a1c:me)
NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM
DESCRIPTION
MARKET VALUE
(Es tima ted)
DEPT. VALUATION
(Dept. Only)
1.
Revocable Liv:i:ng T~us,t dated August 12, 1974; :Fir
Amendment dated September 6, 1974; Second Amend-
ment dated May 11, 1976; Third Amendment dated
May 11, 1977; Fourth Amendment dated November 16,
1977 .
Cumberland County National Bank and Trust Company,
now known as CCNB Bank, N~A~, Trustee, Effie C~
McIntyre, Sett1or~ Settlor had full power to
revoke and Principal and Income Interest. (Date 0
Death Valuations)
$35,293.14
'3 S \ 2Cl '?> ' \ L\
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
RCC-37. (12-63)
Cmll\lO.:'IWEAlfI'1l OF PDi;\,SYYLANlA
TRANsFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
\
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP I SURVIVED I
(If step-children or DATE INTF~REST OF
State full names and addresses of all who illegitimate c~iJrlren DECEDENT OF BENEFICIARY
ave an interest, vested, contingent or other are involved. set STATE YES IN EST.'\ TE
wise, in estate) forth this fact.) OR NO BIRTH
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C.r.NR R~nk N A Truste.e N/A N/A 1QQ%
2101 Market Street I
Camp Hill, Pat 17011
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Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
.
RCC-3~ c
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly
with another or others, including intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated tmrler Schedule
"A", plus the date anrl place of record of instrument effecting vestiture, but rlo not include entireties
or out of state real estate value in estate valuation column. Personal property shoulrl be listed as in
Schedule "8", plus rlate of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisition, Name
Address anrl Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate.
unit
Value
percentage
Share
Estate
Valuation
DEPARTliENT VALUATION
CAUTION-Do not Write
In This Space.
Value of' Value of'
Entire Decedent's
Property Interest
NONE
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Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
RCt-39' (5-S8)
COMMONWEAL TH OF PENNSYL VANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Es ta te of Me TNTYRE, EFFIE C.,
(Last Name) (First Name) (Initial)
DATE OF DEATH June 24,1978 FILE NO. 21..,78..,359
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A", "B'" "C", and "E".
Dated:
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents t.he sum
allowed as a deduction.
Dated:
INVENTORY
Real property (Schedule A)
Personal property (Schedule B)
Transfers (Schedule C)
Joint - Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
REGISTER OF WILLS
VALUE AS APPRAISED VALUE AS REAPPRAISED
$ $
74
57 944
99
t=
t=
l=
annuities. . . . . . . . . . . . . . . . . . . $
ESTATE TAX ASSESSMENTS $
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED $
Estate tax paid $
BALANCE DUE
Add interest at rate of 6% from
to
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
TOTAL TAX
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
COMPUTATION OF TAX
2%
6%
5%
10%
15%
*
$
$
$
$
$
$
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
$
$
t=
$
$
c
$
C
L-
l=
$
$
TOTAL TAX BALANCE $
PAID $
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
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REVOCABLE TRUST AGREEMENT
~':\' \,
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,
THIS AGREEMENT OF TRUST executed in duplicate this ~~)ifil
l
day of August, 1974, between EFFIE C. McINTYRE of the Borough of
New Cumberland, Cumberland County, Pennsylvania, (hereinafter
called Settlor) and CUMBERLAND COUNTY NATIONAL BANK AND TRUST
COMPANY, of New Cumberland, Pennsylvania, (hereinafter called
Trustee),
WIT N E SSE T H:
WHEREAS, Settlor has transferred to the Trustee all the
property described in Schedule A annexed hereto; and
WHEREAS, Settlor has designated the Trustee as bene-
ficiary under the life insurance policies described in Schedule B
annexed hereto.
NOW 1HEREFORE, Settlor hereby establishes with the
Trustee a trust consisting of the property described in the afore-
said Schedule A, together with all other property, real or person-
aI, that may be added to the trust and including the proceeds of
any policies of life insurance on the life of the Settlor in which
,~
the Trustee is named as beneficiary (such property, additions and
proceeds being hereinafter called principal) to be held by the
Trustee, IN TRUST, upon the following terms:
FIRST:
The Trustee shall manage all property comprising
..
the principal of this trust and shall collect the income therefrom
and accretions thereto and shall pay the net income and hold and
distribute the principal of said trust as foll~ws:
A. The Trustee shall pay the net income therefrom
LAW OFFICES
to the Settlor in such periodic installments as the Trustee shall
STONE e. SAJER
310 ESRIDGE STREET
EW CUMBERLAND, PA. 17070;:
Page 1
d
'.
-,_._,-_.._~~._---- .,_.._-_._~.------'-
find convenient, but at least as often as quarter-annually.
B. The Trustee may apply the net income nf this
trust for the support of the Settlor should she by reason of age,
illness or any other cause, in the opinion of the Trustee, be
l
incapable of disbursing it; and the Trustee is further authorized
to expend or apply from the principal of this trust such sums as
it, in its sole discretion',may from time to time deem advisable
for the support of Settlor to maintain her in the standard of
living to which she is accustomed at the creation of this trust
or during illness or emergency.
C. Upon the death of the Settlor, the Trustee
shall distribute the then-remaining principal and any undistributed
or accumulated income as follows:
1. Forty (40%) per cent thereof or Twenty
Thousand ($20,000.00) Dollars, whichever
of the foregoing is the lesser amount,
shall be distributed to St. Paul's
Evangelical Lutheran Church of New
Cumberland, Pennsylvania to be used to
purchase and install stained glass
willdows for the south side of the
.~anctuary in the memory of loved ones.
2. Ten (10%) per cent thereof or Five
Thousand ($5,000.00) Dollars, whichever
of the foregoing is the lesser amount,
shall be distributed to the Holy Spirit
<Ii>
Hospital of Camp Hill, Pennsylvania.
It is the desire of the Settlor that
this gift be use~ by the sai~ hospital
to furnish two rooms in memory of the
Settlor and the Settlor's late husband,
LAW OFFICES
STONE a. SAJER
310 BRIDGE STREET
NEW CUMBERLAND, PA. 17070,
Page 2
.~ ~__.......__c_____.______._~_.._._._..w__,~......--.__~___
'.
Howard J. McIntyre.
3. Two (2%) per cent or One Thousand
l
($1,000.00) Dollars, whichever of the
foregoing is the lesser amount, shall
be distributed to the Settlor's nephew,
HOWARD W. STOUFFER, of Lancaster,
Pennsylvania.
4. Ten (10%) per cent thereof or Five
Thousand ($5,000.00) Dollars, whichever
of the foregoing is the lesser amount,
shall be distributed to the Settlor's
dear friend, GERALDINE SLOOP, if she
survives the Settlor.
5. The balance thereof shall be distributed
to St. Paul's Evangelical Lutheran Church
oj New Cumberland, Pennsylvania, to be
held by it, IN PERPETUAL TRUST, the prin-
cipal and income to be expended by it for
anyone or more of the following purposes:
(a) the purchase of gowns and music for
..
the church's choir;
(b) the repair of the church organ.
SECOND: Should any person entitled to distribution
from this trust be, in the opinion of Trustee, incapable of dis-
..
bursing it because of age, illness, or any other cause, and should
it be impossible or inadvisable in the opinion of Trustee for such
share to be awarded to such person or distrib~ted to another for
such person's benefit, the share of such person shall be held, IN
LAW OFFICES
STONE 8< SAJER
310 BRIDGE STREET
~EW CUMBERLAND, PA. 17070
Page 3
'.
. II" 1"~ljI1.
FURTHER TRUST, and Trustee shall accumulate the income and shall
apply from time to time such portions of income, accumulated
income, and principal as it thinks proper for that person's
support and education (including education in college, trade
, school, or graduate school) without regard to his or her parent's
ability to provide for such support or education, or to make pay-
ment for these purposes, with9ut further responsibility, to the
beneficiary or to the beneficiary's parent or to any person taking
care of the beneficiary.
Any principal or income not so applied
shall be distributed to the beneficiary when he or she becomes of
age or competent, or to the personal representative of the
beneficiary's estate in case of death during minQrity or before
becoming competent.
THIRD:
The interests of the beneficiaries hereunder
shall not be subject to anticipation or to voluntary or involuntary
alienation.
FOURTH:
Trustee shall have the power, but not the duty,
to make such expenditures out of the principal of this trust as it,
in its uncontrolled discretion, may consider desirable in order to
facilitate the settlement of Settlor's estate.
In exercising
such power, Trustee may pay, in whole or in part, any or all of
lP
the following items:
the expenses of Settlor's last illness and
burial, including cost of gravemarker; her debts; her income taxes;
the death taxes on any or all property included in her gross
estate for tax purposes; and all other items in connection with
..
the settlement of her estate.
Any such items may be paid directly
by Trustee or the funds for their payment may be transferred by
Trustee to Settlor's executor or administrator~ and neither such
executor Dr administrator nor any beneficiary of Settlor's estate
shall be required to reimburse Trustee for any funds so paid or
LAW OFFICES
STONE e. SAJER
310 8RIOGE STREE.T
'/Ii CUMBERLAND, PA. 17070
Page 4
r-
brill, '
......,-...---.........------
transferred.
All such death taxes on present or future interests
shall be paid at such time or times as Trustee may think proper,
regardless of whether such taxes are then due, provided that any
postponed taxes on future interests shall be charged against the
principal of the particular share.with respect to which the taxes
,
are imposed.
FIFTH:
Trustee shall have the following powers in
addition to those vested in it by law and by other provisions of
this trust, applicable to all property, principal and income,
including property held for minors, exercisable without court
approval, and effective until actual distribution of all property:
A. To retain any or all of the assets of this
. trust, real or personal, including stock of Trustee, or its parent
holding company, without regard to any principle of diversification
or risk.
B. To invest in all forms of property, including
stock, common trust funds and mortgage investment funds whether
operated by Trustee or by others, without restriction to invest-
ments authorized for Pennsylvania fiduciaries, as it deems proper,
without regard to any principle of diversification or risk.
.c. To sell at publ~c or private sale, to exchange,
or to lease f~r any period of time, any real or personal property,
and to give options for sales, exchanges or leases, for such
prices and upon such terms or conditions as it deems proper.
D. To allocate receipts and expenses to principal
.
or income or partly to each as Trustee from time to time thinks
proper in its sole discretion.
E. To compromise any claim'or controversy.
F. To distribute in cash or kind or partly each.
G. To hold property in its name without designa-
LAW OFFICES
tion of any fiduciary capacity or in the name of a nominee or
STONE 8< SAJER
310 BRIDGE STREET
NEW CUMBERLAND, PA. 17070
Page 5
,
.
,~ L
~ -...........
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unregistered.
SIXTH:
Trustee shall have no duty to pay any premiums
on the life insurance policies subject hereto and the companies
! issuing such policies shall have no responsibility to see to the
fulfillment of this trust or the application of the proceeds of
such policies and Trustee sha~l have no duty to bring suit upon
any of the life insurance policies subject hereto unless it holds
funds hereunder out of which it may be indemnified against all
costs, legal fees, and other expenses of suit.
SEVENTH:
Settlor reserves to herself the following
rights (each of which may be exercised by Settlor alone whenever
and as often as Settlor may wish):
A. All rights now or hereafter vested in Settlor
as the owner and the insured under the life insurance policies
subject hereto, including, but not limited to, the rights to change
beneficiaries,' to borrow on policies either from the issuing
companies or from other institutions or other persons, to assign
and pledge policies for any loan, and to receive dividends and
all other payments available to the owner and the insured; and
B .
.,
The right by an instrument in writing intended
to take effect guring Settlor's lifetime signed by Settlor and
delivered to Trustee to revoke or amend this agreement in whole or
in part provided that the duties, powers and liabilities of
Trustee shall not be substantially changed without its written
..
consent.
EIGHTH:
Subject to the approval of Trustee, anyone may
add property, real or personal, to.the principal of this trust by
deed, will or otherwise.
LAW OFFICES
NINTH:
Trustee shall receive compensation for the
STONE lI< SAJER
31 Q. BRIDGE STREET
NEW CUMBERLAND, PA. 17070
'"
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performance of its functions hereunder in accordance with its
,
st~ndard schedule of fees in effect from time to time during the
period over which its services are performed.
l
TENTH:
The situs of this trust for administrative and
accounting purposes shall be in the County of Cumberland and
Commonwealth of Pennsylvania, and all questions pertaining to the
construction or validity of the provisions of this instrument shall
be governed by the laws of that Commonwealth.
IN WITNESS WHEREOF, Settlor has hereunto set her hand
the day and year first above written and Trustee has executed this
instrument and in case of the Corporate Trustee, has caused its
Corporate Seal to be affixed hereto.
" ,::!,,//' ,.:/ '--. p (/-.#.-.---:-.
. ( / f'j/<'.( ~ (/. 4"( / ,,,~c0'''-"'
j, Effie C. JfcIntyre
CUMBERLAND COUNTY NATIONAL BANK AND
TRUST COMPANY
ATTEST:
i
I
By
t 7: //~'._~- ~~. L ~
(SEAL)
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.,
COUNTY OF CUMBERLAND
)
)
)
SS:
COMMONWEALTH OF PENNSYLVANIA
On this, the ~?f~day of August, 1974, before me a Not~ry
Public, the undersigned officer, personally appeared, EFFIE C.
McINTYRE, known to me (or satisfactorily proven) to be the person
whose name is subscribed to the within instrument, and acknowledge,
that she executed the same for the purpose therein contained.
IN WITNESS WHEREOF, I" have hereto set my hand and
notarial seal.
LAW OF'FICES
/ .'),! ." . ./l "
\..~. --:I.t .....7-./.:/(2<-.,./ (. / ~;t~:A-<
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PHYLUS J. ROSS.. N~", ~lj~l(.
C~mp Hill. Cum...rl..tc....^)..
My Commiuion expir.. Jllly I. ..."
STONE 8< SAJER
310 BRIDGE STREET
NEW CUMBERLAND, PA. t 7070
Page 7
"......<,~
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I.
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FIRST AMENDMENT TO
-~------------~-~-- - ------------
REVOCABLE TRUST AGREEMENT
WHEREAS, EFFIE C. McINTYRE, as Settlor, and CUMBERLAND
! COUNTY NATIONAL BANK AND TRUST COMPANY, as Trustee, executed an
Agreement of Trust dated August 12, 1974, and
WHEREAS, under the provisions contained in Item
SEVENTH, Paragraph A, thereof; the Settlor reserved to herself
"the right by an instrument in writing intended to take effect
during Settlor's lifetime signed by Settlor and delivered to the
Trustee to revoke or amend this agreement in whole or part," and
WHEREAS, Settlor now wishes to exercise that reserved
right to amend in part the original Agreement of Trust,
NOW THEREFORE, effective immediately, said Agreement of
Trust is hereby amended as follows:
1.' Item FIRST, Paragraph C, Subparagraph 4, is hereby
amended so that in its entirety it shall now read:
"4. Twenty (20%) per cent thereof or
Ten Thousand ($10,000.00) Dollars, whichever
of the foregoing is the lessor amount, shall
be distributed to the Settlor's dear friend,
GERA~DINE SLOOP, if she survives the Settlor."
IN ALL OTHER RESPECTS, Settlor hereby ratifies and
confirms the Agreement of Trust dated August 12, 1974, which
Agreement together with this Amendment now constitute the entire
Agreement of Trust.
'"
IN WITNESS WHEREOF, and intending to be legally bound,
Settlor has hereunto set her hand this ~ day of
~L-/
I
1974.
(;j~'t L e'"? /
--- > l;i1rt /~~: J{{ n't;-;~~
LAW OFFICES
STONE e. SAJER
310 aRIDGE STREET
NEW CUMBERLAND. PA. 17070
'''~
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The above amendments are accepted.
By
COUNTY NATIONAL BANK
TRUST COM NY
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ATTEST:
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'-,,_'._'f..,.-(t;v~~. .....,..t:::l, vfti{). Lot....
I.$SIS'TANT SECRETARY
"
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1/
COMMONWEALTH OF PENNSYLVANIA
)
)
)
SS:
COUNTY OF CUMBERLAND
On this, the ~day of . s...~;...~..I\
Notary Public. the undersigned officer. personally appeared,
.,
1974,
i
before!
me a
EFFIE C. McINTYRE. known to me (or satisfactorily proven) to be
the person whose name is subscribed to the within instrument, and'
acknowledged that she executed the same for the purpose therein
contained.
IN WITNESS WHEREOF. I have hereto set my hand and
..
notarial seal..
LAW OFFICES
Ii
STONE 8: SAJER
31.0 BRIDGE STREET
NEW C.UMBERLAND, PA. 17070
Page 2
;4~;~j\:~:~7(~~\~~'~~~\':;f:~;;\:t}~!~~;€~'i~~,tr.;mJ~:1"1Yl~'~IJti~~~~,~~,:'''.(: ;:; : ,
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.. - - - LAW OFFICES
S-TONE de SAJER
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3tOBRIOGE. STRE-ET
NEW CUMBERLAND, PA. 17070
,.,.".-
"-
-- _._~--....._--'----_._.~--------_.~._.__.,.__..--,-----
"-
SECOND AMENDMENT TO REVOCABLE TRUST AGREEMENT
,
WHEREAS, EFFIE C. McINTYRE, as Settlor and CUMBERLAND
COUNTY NATIONAL BANK AND TRUST COMPANY, as Trustee, executed an
Agreement of Trust dated August 12, 1974 and a F'irst Amendment
to said trust dated September 6, 1974; and
WHEREAS, under the provisions stated in Item SEVENTH,
Paragraph A thereof, the Settlor reserved to herself "the right by
an instrument in writing intended to take effect during Settlor's
lifetime signed by Settlor and delivered to the Trustee to revoke
or amend this agreement in whole or part;" and
WHEREAS, Settlor now wishes to exercise that reserved
right to amend in part the Agreement of Trust,
NOW; THEREFORE, effective immediately, said Agreement of
Trust is hereby amended as follows:
1. Item FIRST, Paragraph C, Subparagraph 3 is hereby
amended so that in its entirety it shall now read:
...
",3. Two Thousand Five- Hundred ($2,500.00) Dollars
shall be distributed to the Settlor's nephew, HOWARD W. STOUFFER,
of Lancaster, Pennsylvania."
2. A new subparagraph 3A of Paragraph C, Item FIRST, to.
read as follows, is hereby added to the trust:
"3A. Five Hundred ($500.00) Doliars shall be dis-
tributed to ELIZABETH HURST, now of New Cumberland, Pennsylvania."
LAW OF"F"'CES
IN ALL OTHER RESPECTS, Settlor hereby ratifies and confirms
STONE & SAJER
910 !SRI DG E STREET
NEW CUMBERLAND. PA. 17070
Page 1 of 2 pages
,~
............-.~-,-_._._-. ,-- ._---~.,--
,.,', -,
".1 ""n'IiI":>--; l'~'''r1'ln rr '1Jlp1
the Agreement of Trust dated August 12, 1974 and the First Amend-
,
.
ment dated September 6, 1974, which together with this Amendment
now constitutes the entire Agreement of Trust.
the Settlor
!1 ~ \,1
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Witness
IN WITNESS WHEREOF,. and intending to be legally bound,
,'.1 ~
has hereunto set her hand this
day of
, 1976.
1 ~
/ ~
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,,/Witness ; /
The above amendments
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are accepted.
CUMBERLAND COUNTY NATIONAL BANK
AND TRUST COMPANY
I
By
ATTEST:
."
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LAW OF"f'ICES
STONE ll< SAJER
Page 2 of 2 pages
310 BRIDGE STREET
,IEW CUM15ERLAND, P.o.. 17070,
- ----- -
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'''''''''''''''''J~'*''''1~,.t'''; lli.'~""" ''''''~~. :'~I1.. 'Ill..
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;'.;
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
:SS:
,
.
"
;(
1976, before me a Notary Public,
On this, the
~ day of -II\~ "
the undersigned officer, erson-
ally appeared, EFFIE C. McINTYRE, known to me (or satisfactorily
instrument, and acknowledged that she executed the same for the
proven) to be the person whose name is subscribed to the within
and notarial seal.
IN WITNESS WHEREOF, I have hereto Set my hand
;:
~ !
! purpOse therein contained.
,;1
Ii
.1
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
_\~~... .4~_~~4J
:S5:
Ii
"
On this, the
I~ ~\ day of
rn HY
';1.
" 1976, before me a Notary Publ ic, the unders igned officer, person_
ally appeared " {'l"-'F' t, ,/)I9V;O ", vU who' a c knowledged ~s e If to
be the -T"" '4 'r D Ac; ;"<L. of CUMBERLAND COUNTY NATIONAL BANK AND
TRUST COMPANY, a Corpora t ion, and tha t s he ass uch 7ii" ,-,-cf}""F/," r "" "-
being authorized to do so, executed the foregoing instrument for
u
the purpose therein contained by signing the name of the Corpora_
t ion by itf";~eIf as 7/e'" <r (!J P-p-,r'<L'
official seal..
IN WITNESS WHEREOF, I hereunto set my hand and
:'F'ICES
t[) {/' )(1' 2 ~t;J
I' . ./~z 7(' , ~.4 ., ( /t---;~'J -. ~/
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i. PHYLU;; J. [;'0';':;, NotlH',' I"l!bl/c
Cd"'''' 1-::!' (\'~,bcrland Co., Pa.
I'., C""'f:,iH;C'" E'pires July 5, 1971
k SAJER
NO, PA. ,
, >:
'~'i;'
.r
THIRD AMENDMENT TO REVOCABLE TRUST AGREEMENT
WHEREAS, EFFIE C. McINTYRE, as Settlor and CUMBERLAND
COUNTY NATIONAL BANK AND TRUST COMPANY, as Trustee, executed an Agreement
~of Trust dated August 12, 1974, and a First Amendment to said trust dated
,
September 6, 1974; and a Second Amendment to said trust dated May 11,
1976; and fA
WHEREAS, under the provisions stated in Item SEVENTH,
Paragraph A thereof, the Settlor reserved to herself "the right by an instrument
in writing intended to take effect during Settlor's lifetime signed by Settlor
and delivered to the Trustee to revoke or amend this agreement in whole or part;"
and
WHEREAS, Settlor now wishes to exercise that reserved right
to amend in part the Agreement of Trust,
NOW, THEREFORE, effective immediately, said Agreement of Trust
is hereby amended as follows:
1. Item FIRST, Paragraph C, Subparagraph 3 is hereby amended
so that in its enti~ety it shall now read:
"3. Five Thousand ($5,000.00) Dollars shall be distributed
to the Settlor's nephew, HOWARD W. STOUFFER, of Lancaster, Pennsylvania, and One
Thousand ($1,000.00) Dollars to each living child of Settlor's nephew, HOWARD W.
STOUFFER. "
2.~tem FIRST, Paragraph-C; Subparagraph 4, and the First
>
Amendment dated September 6, 1974, are hereby amended so that in its entirety it
shall read:
"4. Two Thousand ($2,000.00) Dollars shall be distributed
to the Settlor's friend, GERALDINE SLOOP, if she survives the Settlor."
..
3. Item FIRST, Paragraph C, Subparagraph 5, is hereby amended
so that in its entirety it shall now read:
"5. The balance ther.eof shall be distributed to all named
beneficiaries in proportion to their specific beques to "
Page 1 of 2 pages
;.:A. .
I C;
."" .1
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.'
I
IN ALL OTHER RESPECTS, Settlor hereby ratifies and confirms
the Agreement of Trust dated August 12, 1974, the First Amendment dated September
l
6, 1974, and the Second Amendment dated May'll, 1976, which together with this
Amendment now constitutes the entire Agreement of Trust.
IN WITNESS WHEREOF, and intending to be legally bound, the
Settlor has hereunto set her hand this
11th
day of
May
, 1977.
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Witness
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Witness .
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EFFIE C. Mc INTYRE /
The above amendments are accepted.
CCNB BANK, N .A.
/?
By:&,. p~
Vice President
Officer
ATTEST:
.
c~ e.~~
Assis ant Secretary..
..
..,
FOURTH AMENDMENT TO REVOCABLE TRUST AGREEMENT
l
WHEREAS, EFFIE C. McINTYRE, as Settlor and CCNB BANK,
N.A., as Trustee, executed an Agreement of Trust dated August 12, 1974, and
a First Amendment to said trust dated September 6, 1974; and a Second
Amendment to said trust dated May 11, 1976, and a Third Amendment to said
trust dated May 11, 1977
WHEREAS, under the provisions stated in item SEVENTH,
Paragraph A thereof, the Settlor reserved to herself "the right by an instrument
in writing intended to take effect during Settlor's lifetime signed by Settlor
and delivered to the Trus tee to revoke or amend this agreement in whole or part;"
and
HHEREAS, Settlor now wishes to exercise that reserved right
to amend in part the Agreement of Trust,
NOW, THEREOFRE, effective immediately, said Agreement of Trust
is hereby amended as follows:
1. Item FIRST, Paragraph C is amended so that a new paragraph
4a shall be added as follows:
.,
4a. " Five Hundred ($500.00) dollars shall be distributed to
my brother, Samuel Stetler of 3601 - 67th. Avenue, Pinellas Park, Florida,
33565 if he survives me.
..
Page 1 of 2 Pages
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IN ALL OTHER RESPECTS, Settlor hereby ratifies and confirms
the Agreement of Trust dated August 12, 1974, the First Amendment dated
September 6, 1974, the Second Amendment dated May 11, 1976, and the Third
l
Amendment dated May 11, 1977, which together with this Amendment now constitutes
the entire Agreement of Trust.
IN WITNESS WHEREOF, -and intending to be legally bound, the
Settlor has hereunto set her hand this If; -:11(/ day of \;f;j::C/:~JJ';.{~V! /
19 7 7 .
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W'ness
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EFFIEt .' McINTYRE
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The above amendments are accepted.
CCNB BANK, N.A.
B ./ ./z/ "~
y: W', r y;:-
Vice President and
.fP
ATTEST:
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GUd~ C b t00'-
Assis ant s~cr~taLY
.
Page 2 of 2 Pages
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REV-SI8 (8-78)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
C.C.N.B. Bank N.A.
21st & Market St.
Camp Hill, Penna.
(Executor or Administrator)
In Re: Estate of
Effie C. McIntyre
Cumberland
County - Fi Ie No.
21-78-9359
Dear
You are hereby notified that the Original
appraisement in the estate of Effie C. McIntyre
has been filed in the office of the Register of Wi lis of Ctnllberland
County on 11 January , 19~, Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
None
31,658.59
35,293.14
None
66, 951. 73
As to such tax that is paid within three months from date of death, a five (5%)
percent discount is allowable. As to any tax that remains unpaid after nine (9) months
(fifteen months when death occurred from December 22,1965 to June 16,1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) from date of death,
int~rest at the rate of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within
sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 3Z~
11 January 79 c.:.;.. "... "
Signed
r----,
.")
Date
,
'~".r
Title
Arlmin; l':t'r.qt'i"TP Off; ('pr
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Note:
This is not a bi II.
RCC-2 (2-64)
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DATE D \ - aq -'I ct..
COUNTY(~
FILE NO. L. ~ -llQ - O?> 5 q
DEp..4,RTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
Whereas, ~ C. late of N~ ~
in the County of Commonwealth of Pennsylvania, having died on
the -:2- Ll-t::lL. day of J ~ 19~, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, L~"'\ F ~ , an appraiser duly appointed according to law,
having been designated to make a fai?{nd conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement
Description of A..et Valu.. Made for Inheritance
Tax Purpo,..
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