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Home My WebLink About95-0365a i ~q5- 03~ s This is to certify that the certificate hereunto attached is a true and accurate copy of the original death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed and commissioned as directed by Act 66 of the General. Assembly, approved 29 June 1953, P.L. 304. AUG 18 200 ? Date Fran eropoli, ' ect Division of Vital Records P.O. Box 1528 New Castle, PA 16103 N,DS. w Rw. vex rrPE/rnwr PERMANENT IIAItE auac L 3 a Z COMMONWEALTH OF PENNSVL14tNIA • DEPARTMENT OF HEALTH • VITAL RECORDS O ~ H C :) ~`, CERTIFICATE OF DEATH _ - _ ^ _ "+ aQ /~ sEx saaA~sECUamNUNeER- - oaeacoeaHwa.n.o.r.•wi +• GERTRUGF SHERMAN MARTIN : FemaPe >. 179 - 12 - 4739 •. A ~n+.ar+a.a MtoER,rEAR tNIDE1I,G,Y DREGFttmN awrwucarc~r,•e rurcaFOF,v,~pa,.e~°+r°»-,r:..~.,..•„ae..w 5 1995 Mo~dlla f Dap NN•a ~ Madaa IMaM.4lt Marl SwaFaagn Caa°yl N09PIa1L 12 ~~ ~ 4 / 13 / 2 2 Sh.(, ere b .wares ~ eR~ad,ara ^ ow ^ ,~ ~ ^ ,~~ ^ o•~ pp ung, PA ' rso•c~+ ^ OOUNTVOF OFRN CT;a0R0.7VIP OFDERN NAME tR rptinNtm.7r am aralivnOrl MAa DECEDQJfOFiNaF1dNC ORIaINT RACE•Aaulraa no ~ w ^ Mr••. •P•~+v~1r•n. RorM ~~ arck wiw•. as FnankZi.n ,,, Chambeneb:ucg Chambenebung Hoep.ctae ~.~-~•~••.a. white ~11~nO w•rkdar rrwa ~~~ YiRa EVE11N DECEDENf'a ED{IGRIDN ~ MARtPL aDEUa- M a•+rYrEElNdrt ~«il Sh.ippenebwcg u.a ARMED RDRCESf s.aaaw Caro. ~`Dr.•~.e „aA•..a " araaaary oad eenv~.ee worker ,., ,: "'^ "°~ , 12 'D7a t'~°a•l d~.vonc d aacEOO~raw~as~oAOOaEasar.r.oWe.•.ar..ancoea s +~- , 31 North Queen S-t~cee~t „~ 1a e°" DA ~ ,r,,^~.,,~,,..~..r ~~ Sh,eppenebung, PA 17251 ~r ~~ CumbenPand M+~+ ~••~+~ 14f/1ER'a tlAAlEIFyK idrAa,lra nd.L3 wraartrdra_. Sh.(.ppenbbWCq Charl.ee Sherman .tD.NER•aNaaESnt~Eea...,aar9anaay N„~„,,, ,. Fannie Coo en , a,,,,,,E Todd Sn Ma.~aAOORESS~.a.C~raa.r,air.yPCaA.I ,,~,,,,,~ 1020 Aah~on II~ci.ve Shy, enebun PA 11257 ~ F~ACCasoeraarron•NwacaaNtawcr.,l.a,,, •COMA••.atr..aPC•Aa Q1tM~) aO1lwPtaN Dartra^ q raQ cralriaa^ Ra•ovaaoa ^ „~, 4/6/95 ~ehen Ienaef Cemetery ebung, PA At911d1 NuataER twtEANDAtIONEasCSrACArrr n. Ol 1776-L -BaiclaehF.H.Inc.,PCI &x336, PA 11257 r~.t .~rrwrr~..ar`~°inb w.wa~nr~•~•.+••~•.a.waonnwrwWr.ew•.e .r.s n awt, raNraer. -{sn07~ ~ ~f7'148L /~~~•, 4/S S awe sgrw~ .7 ~-k.a,n fi3~TWi7t Pdardl. D•Yt - ' Q ~ G ~ Pt~C at-1a ••.twaapa.aq ~„ /•rNnrbpawaNadaaR lataNr. Dal: Merl YY1a CASEPEFERREp7p NEpCAt ~ ~^ Ne0 l7 /MR-F F ~ . . ir •wi•a•aa. Mla•aaoomprariar MYN •r aaaN. DO na anMlM a•A.a audlr Llaa+Aarearar aaelliw. anrpiatNy anr,awdratwnfaia•. ~AppoWa• PART Ik onaaaalrrd Nnsr,. bOlalOa _ ~ a~G~lp~[IF:W ~ nn ~~- jarManOAUai nd~r~•~MM In MNf I. txlEropRAS oFx " ~`6-s C~£~..t_rJL,___~ '~ Odt Ea r dY a 7t gMrwrew OUE WIORASAC t aaaaa.6M•rta,0E1t1E10 ~ CMM[1Draarai*ap i •ialYdarrd •..a, A NadlYw ildr/aWT ~~ .-~ l a MNSAN AU)DPaY MI/iEIrPR1011a AIANNFR OF DERV DRE QF TINE OF PERFOMIE07 nL111RYR WORKi DE9CRI6E It0W 1NANiY OCCINIl1ED. (~Ml Oaµ OF CAl15E ~ OfJaM9 Maas ttarrYdda ^ Att,ANd ^ pNyw ^ `M ^ No ^ aa~~ p..~ s ^ w {y .wa ^ ra A~ awca. ^ CouO notes AawmYrA ^ ~ ~x~ M. aaa '\ ~ \ xAr~os wuwv-ub..... ~.,.... ~ouaaN Isa•a G1MWan. stry~ d:lsln ae F,P•a7vl ar r . te,i,rou,rora•r+raw ~. ar. ' C t lM ~ ~s n •rwariolnr pl.yacunna, pa~ga~yAaan anOt:anparA ran 231 ,1,,,E OF : ~twowtad lPn a '~ Y . i . l aecwnaOwrlM M rra(pane.Iwwraa.d ..................................................... 'PRDNOIINCpN,A/O C6t-iYN1G PtIta1C1AM lP1.Y><~an Dal. Grcria+.caq AaN. aiA l UCE/tlE ^7 /~ aIGNEDMao,Ory,Ma1 h tlN 1aa aq arrat•AO•. ANN aa•arn0 a ales Yrr, ANa. ra Praa. and aw t••afb •)al and manner a a•4d ......................... ^ 1 O C..- lQ ~ C~ ~ \~. a, "~ _ ~ ~~ NAME AND ADDRESS OF PERSON wNOCOa1PlETEp CAUSEOFDERN (llrn 2~1 TYVa ° PrYM M~ U _C On IM4aW isaw~rya xw• ~ 1RrNw as nxw ............. .."ba'1°^. m rrn •prNan. a•.m xcwrw r m. am.. en•. and Pla~•. ana du• ro m. uurlN aaa CL~ ~ W ,d ~(~ Cy - Z ,-J~-C.L..~. ~ a~ ..................... L_ ,, REGIS ~ R ~ / lT^+'~ll'~ {~Il./'O"" L} ~~ DRE (M°YI.. ,Mal ' " ~ /. /~~ t ~ E'l 5 - ~ ~ ~ ~ ~ ~ ~ - 00 E% ;- j11-91) s~...~ ~ ' " ~ INHERITAN~~ 1`AX RETURN FOR DA OF DEATHAF[ER 12131191 C#ECKNER[ iF ~ sPO'~s-1~ PpVERTY tRtDIT tS CL ^ `"i..•~ RESIDENT DECEDENT AIMRA COM D~PARTMEN7 Of REVENUE ANIA (TO BE FILED IN DUPLICATE FILE NUMBER ~ ~ ~ ~ ` a ~ f ~r"'~ c~ ~O DEPT. zeobol FIARRISBURG, PA 17128-0601 WITH REGISTER OF WILLS) COUNTY CODE YEAR DE EDEN 'S NAM IR , A MI L IN I NUMBER M F- c Martin, Gertrude S. 31 North Queen Street W SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Shippexlsburg, PA 17257 0 179-12-4739 4/5/95 4/13/22 C~unberland county , W F- ®1. Ori final Return 9 ^ 2. Supplemental Return ^ 3. Remainder Return Y ~ Y W ~u ^ 4. Limited Estate ^ 4a. Future Interest Compromise (For dates of death prior to 12-13.82) ^ 5. Federal Estate Tax vdm ®b D d Di d T (for dates of death after 12-12-82) ^ Return Required d Q . ece ent e estate (Attach copy of Will) 7. Decedent Mainta (Attach coon of ined a Living Trust Trustl ._ 8. Total Number of Sofe Deposit Boxes I ~, W Z o°CC o u O o. Z O Q o. v W oc Z O a d 0 u a Under penalties of perjury, t declare that I have examined thi: return, including accompanying schedules and statements, and to the be it is true, correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other tha based on all information of which preparer has any knowledge. SIG RE Of PERSON RESPONSIBLE FOR FILING RETURN ADDRESS ,~.~,~„~f ,~ ~ ~~f~,f ~~;~r,{ (4220 E]merton Avenue, Harrisburg, PA 17109 ~~~ 200 Chambersburg Trust Co. Bldg., Chambers- ~'g, -- - ~.~ r Joel R. Zullinger 717 , 264-6029 200 Chambersburg Trust Co. Bldg. Chambersburg, PA 17201 1. Real Estate (Schedule A) (1) 1 f14 ~ 5(1n _ ~n ~- 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages and Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits 8~ Miscellaneous Personal Property( 5) 5, 016.32 i (Schedule E) b. Jointly Owned Property (Schedule F) (b) t r. ... r. __ c. --•c ( e) 109 , 391.32 (11) _23,478.21 (t2) _ 85,913.11 (13) _ (14) _ 85, 913.11 15. Amount of line 14 taxable at b% rate (15) x .Ob (Include values from Schedule K or Schedule M.) 85,913.11 12,886.97 16. Amount of line 14 taxable at 15% rate (16) x .15 = - 7. Transfers (Schedule G) (Schedule L) (7) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 22, 487.86 Expenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) (1.0) 990.3$ 11. Total Deductions (total lines 9 & 10) 12. Net Value o E\state (line 8 minus line 11) 13. Charitable and Governmental Bequests (Schedule J) 14. Net Value Subject to Tax (line 12 minus line 13) (Include values from Schedule K or Schedule M.) 17. Principal tax due (Add tax from line 15 and from line 1 b.) 18. Credits Spousal Poverty Credit Prior Payments Discount Interest + 10,000.00 + _ 19. If line 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT. ~^ 20. If line 17 is greater than line 18, enter the difference on line 20. This is the TAX DUE. A. Enter the interest on the balance due on line 20A. B. Enter the total of line 20 and 20A on line 206. This is the BALANCE DUE. Make Check Payable to: Register of Wills, Agent (1~ _12, 886.97 (lg) 10,000.00 (19) _ (20) 2 , 886.97 20A) 2oB) _ 2, 886.97 x my knowledge and belief, fie personal representative is DATE U(7- I~-t -`~lo DATE /a ~i~~~G ~, PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (~) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. retain the use or income of the property transferred, .......... .................... x X b. retain the right to designate who shall use the property transferred or its income, c. retain a reversionary interest or .................................................................... 'x d. receive the promise for life of either payments, benefits or care? ....................... x 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of N~ death without receiving adequate consideration? ................................................. 3. Did decedent own an 'in trust for' bank account at his or her death? ...................... 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. h ~ ~ ' 1 + LAST WILL AND TESTAMENT OF GERTRUDE SHERMAN MARTIN I, GERTRUDE SHERMAN MARTIN, of the Borough of Shippensburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils thereto, heretofore, made by me. FIRST I direct the payment of my debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. In the event I am not the owner of a cemetery lot at the time of my death, I direct my Executor to purchase such Tot, with a contract for perpetual care, for the interment of my body, and to improve the Tot and have erected thereon a suitable headstone and marker. ~~ SECOND ~~p~ I give, devise and bequeath my personal property consisting of the contents of my house, my car and my personal effects unto my sister, Rena Sherman Spessler of 243 North Street, Millersburg, Pennsylvania 17061, provided she shall survive n me by thirty (30) days. In the event my sister, Rena Sherman Spessler, fails to survive me by thirty (30) days, I then give, devise and bequeath my personal property consisting of the contents of my house y car and my personal effects, y--- unto my niece ~oAnn Spessler Miller, provi d s survives me by thirty (30) days, per stir es. ~ s~~e , ~'~F' ~ J~ CP~~-~o ~ ~ ~~ ~ ~ /D C~ ~~ ~ - ~~~ ~~ ,, THIRD I give, devise and bequeath my residence and business property unto my i ,~' brothers and sisters as follows: Rena Sherman Spessler of 243 North Street, Millersburg, Pennsylvania 170b1; Mares Sherman of 123 East Broadway, Gettysburg, Pennsylvania 17325; Joseph Sherman of 121 West King Street, Shippensburg, Penn- sylvania 17257; Max Sherman of 483 Lortz Avenue, Chambersburg, Pennsylvania 17201; and Lewis Sherman of 3502 Colonial Road, Harrisburg, Pennsylvania 17105, ' ~~ ~,\ as Joint Tenants with the Right of Survivorship. FOURTH I give, devise and bequeath all the rest, residue and remainder of my estate, together with all insurance policies thereon unto my sister, Rena Sherman Spessler, provided she survives me by thirty (30) days. In the event my sister, Rena Sherman Spessler fails to survive me by .thirty (30) days, I give, devise and bequeath all the rest, residue and remainder of my estate to my niece, JoAnn Spessler Miller, provided she survives me by thirty (30) days, er stir es. FIFTH I direct that any and all inheritance, estate or transfer taxes imposed h upon my estate, whether passing under my will or otherwise, shall be paid from ` \\` my estate. SIXTH Any and all sum or sums, whether in cash or in kind and whether for principal or income, payable to the beneficiaries, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made and free from anticipation, alienation, assignment, attachment or pledge and free from control by the creditors of such beneficiary. All shares of principal and income herein given shall be free from anticipation, assignment, pledge or obligation of any beneficiary and shall not be subject to any execution or attachment. -2- i SEVENTH I nominate, constitute and appoint my brothe Max She ~-~_ r~;n,,,~EScec`utor"'t~•f-- this my Last Will and Testament. In the event of the death, resignation, renun- ciation or inability to act for any reason whatsoeve,_ r_of_my brother,,Max Sherman, VU/~ I nominate, constitute and appoint Forest N. Myers, Executor of this my Last Wil ~l~l y '-- -- .. _ _ _ _ and st men I hereby relieve my Executor from the necessity of posting security in connection with his duties as such in any jurisdiction in which he may be called upon to act, insofar as I am able by law to do so. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, consisting of three (3) typewritten pages, the first two (2) of which bear my signature in the margin for the purpose of identification, this 13-1-r,,~ day o f Augus t , 1982 . Gertrude Sherman Martin Testatrix SIGNED, SEALED, PUBLISHED AND DECLARED by the above named Testatrix, Gertrude Sherman Martin, as and for her Last Will and Testament in the presence of us who at her request and in her sight and presence and in the sight and presence of each other have hereunto subscribed our names as witnesses: -3- .. __ COMMONWEALTH OF PENNSYLVANIA . ss COUNTY OF CUMBERLAND I, Gertrude Sherman Martin, the Testatrix whose names is signed to the foregoing instrument, having been duly qualified according to law., do hereby acknowledge that I signed and executed the instrument as my Last Will and Testa- went; that I signed~it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~ ~ -. Gertrude Sherman Martin Sworn or affirmed to and acknowledged before me by Gertrude Sherman Martin, the Testatrix, the I~Ft, day of August, 1982. Notary Public My Commission Expires: 10/29/84 COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, ~.tr+ ~ ~Ye~r and ~loL1cL q Crooc.s c_ , the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we .were present and saw -4 - Gertrude She rman Martin Testatrix sign and e Last Will and Testame xecut nt, that she a the instr her free act and voluntar'Y act signed it willingly and that ument as her she executed as us in the hearin for the purposes therein e g and sight of t xPresse that to the he Testatrix s• d; that each of best of igned the Years age and our knowied Testatrix was will as witnesses; and of ge the under no constraint o at the time ei r undue ghteen or more influence. Sworn to and subscribed before me by .-_ta.r~s.~, t,(. and this ~ nesses, ~~~` daY of August, 1982. Notary public M3' Cor~ission Expires: 10/29/84 -5- FIRST CODICIL OF LAST WILL AND TESTAMENT OF GERTRUDE SHERMAN MARTIN I, GERTRUDE SHERMAN MARTIN, a resident of the Borough of Shippensburg, Cumberland County, Pennsylvania, having made my Last Will and Testament, dated August 13, 1982, do hereby make, publish and declare this to be a Codicil to my said Last Will and Testament. FIRST I hereby delete Paragraph Third of my Last Will and Testament. SECOND I hereby revoke Paragraph Fourth of my Last Will and Testament. In place of this revoked provision, I substitute the following: I give, devise and bequeath all the rest, residue and remainder of my estate, together with all insurance policies thereon unto my sister, RENA S. SPESSLER, provided she survives me by thirty C30J days. In the event my sister, Rena S. Spessler fails to survive me by thirty C30] days, I give, devise and bequeath all the rest, residue and remainder of my estate unto JoANN S. MILLER, RONALD SPESSLER, BARRIE SPESSLER, and JOHN SHERMAN, in as nearly equal shares as passible, pat sti~pe5. CREST N. M1'ER6 ~.TTORN EY AT LAW P. O. BOX F 'PENSBURG, PA 17257 ~'~,'. 1 THIRD I hereby revoke Para ra h Seventh of m g p y Last Will and Testament. In place of this revoked provision, I substitute =the Following: I nominate, constitute and appoint my sister, RENA 5. SPESSLER or my niece JoANN S. MILLER, or the survivor Executrices of this m Last Will and Testament, ,.Co- y In the event of the death, resignation, renunciation or inabilit to for ^n y act ,_____~ y reason whatsoever of Rena S. Spessler and JoAnn S. _ . .--- ~~ M i 11 e r ........_.._. I nominate, constitute ^nd appoint FOREST N. ~r yp _ MYERS, CI Executor of this my Last Will and Testamen~~ I hereby ----~ relieve m -'_-~ ~~~~---- _ __ -~ ~~ J, y_~'xecu~rices From the necessit y F posting security in connection with their duties as such in any jurisdiction (~ `~~ in which they may be called upon to act, insofar as I am able rn Il ~' by 1 aw to do so . I hereby conFirm and republish m y will, dated August 13 1982, in all respects other than those herein mentioned. ' IN WITNESS WHEREOF, I, GERIRLIDE SHERMAN MARTIN, have to this Codicil to my Last Will and Testament, dated August 13, 1982, subscribed my name ^nd set my seal this -(~~i day of ---- -____, 1987. ;( ,. Gertrude Kerman Martin~~~~ - - ii z SIGNED, SEALED, PUBLISHED AND DECLARED by the .above named, GERTRUDE SHERMAN MARTIN, as and For a Codicil to her Last Will and Testament, in the presence of us who at her request and in her sight ^nd presence and in the sight and presence of each other have hereunto subscribed our names as witnesses: ~~ ~ ~~ , . ~~~~~~~ I COMMONWEALTH OF PENNSYLVANIA COUNTY OF FRANKLIN ~ S5 I, GERTRUDE SHERMAN MARTIN, whose name is signed to the Foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act For the purposes therein expressed. 1 ~.L~ ' Gertrude Sherman Marti--- Sworn or affirmed to and acknowledged beFore me by Gertrude Sherman Martin, the 13.x, ~~ -_ _ dny of _ 19 E3 7 . `~'~`~"~ Notary Public lilt COMl1SSION EXPIRES lUY 25,19tl~ I idAlNlAEfI ltY OFFICE IM SNIPPEMSBUR6, FRAkKLIW C;itiRTY. PENifSriYlU31A. 3 COMMONWEALTH OF PENNSYLVANIA . COUNTY OF FRANKLIN SS We, _~Qr~-~~_S._----- and the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw GERTRUDE SHERMAN MARTIN, sign and execute the instrument as n Codicil to her Last Will and Testament, that she signed it willingly and that she executed it as her free and voluntary ^ct for the purposes therein expressed; that each of us in the hearing and sight of GERTRUDE SNERMAN MARTIN, signed the Codicil as witnesses; and that to the best of our knowledge she was at the time eighteen or more years of age and under no constraint or undue influence. Sworn to and subscribed before me by ~~~~~ t~1_~cc and ~~~ F~`~~~r witn__ejsses, t h i s _ ~~~ day o f ~,e~~s~.u~v~_ _, 1987. II --~-~__ ~s~ ------- Notary Public My Commission Expires: ~Y COfi1WSSIQK Exr~r~s y~r ~ tygs ~ ~~~~ ~ ~FICE IN SHIPPElfSBt1R&, FRANKLIN th1tITY, PEIfUSYLYk6iLt ~} ---~-` N ~-=--------- . -, /~ ~, . i C. ~ RFV-1502 EX+ (12-BS) COMMONWEALTH OF PENNY SCHEDULE A INH~RITANCETAXRETURNANIA REAL ESTATE ESTATE OF FILE NUMBER Martin, Gertrude S. 1995-00365 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule Fj All real estate should be reported at fair market value which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ~~ Gross proceeds from sale of real estate situate in Borough of ~iPP~'~~'g, CLIInberland County, PA, to Harold E. Cohick and Barbara J. Cohick, his wife; with copy of settlement sheet j attached 16,500.00 2. 3. Gross proceeds from sale of real estate situate at 31 North Queen Street, Shippensburg, Cumberland County, PA, to John D. Perry and Sherry Hill Perry, his wife; with copy of settlement sheet attached iGross proceeds from sale of real estate situate at 29 North Queen Street, Shippensburg, Cuumberland County, PA, to Michael R. Grove; with copy of settlement sheet attached 65,000.00 23,000.00 TOTAL (Also enter on line 1 (If more space is needed, insert additional sheets of same size.) S 104,500.00 REV-1508 EXa (2.87) .~ SCHEDULE E CASH, BANK DEPOSITS AND COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS iN REESITDENT DE~EDENTRN PERSONAL PROPERTY ESTATE OF Please Print or TyF FILE NUMBER Martin, Gertrude S. (AU Pr~Wr-Y IejtttlY-owned with tb~ Rlpht of Survivorship must b~ diselos~d on Seh~dub p) 1995-00365 ITEM NUMBER DESCRIPTION 1. Gross proceeds from sale of personal ro Auctioneering Service p ~~' by Dan Hershey 2. Account #412-504-3523, Mellon Bank Interest accrued to date of death 3• Refund, Borough of Shippensburg 4. Refund, car insurance 5. Refund, haneornnzers insurance 6. Received on proration of real estate taxes frcen sale to Harold E. Cohick and Barbara J. Cohick, his wife 7. Received on proration of real estate taxes frcan sale to John D. Perry and Sherry Hill-Perry 8. Received on proration of real estate taxes from sale to Michael R. Grove 9. 1963 Chevrolet Impala appraised by Harrisburg East Citgo, wi copy attached TOTAL (Also enter en line ~, (Attach additional 8y:" x 11" sheets if more space is needed.) lotion) ~ $ VALUE AT DATE OF DEATH 612.50 3,834.70 4.42 79.00 73.00 108.00 33.75 91.47 54.48 125.00 ~,v1v.3L REV•IS11~EX+ (7.88 COMMONWEALTH OF ?ENNSY!VANIA INHERITANCE 7AX RETURN RESIDENT DECEDENT Martin, Gertrude S. ITEM NUMBER SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES DESCRIPTION A-• Funeral Expenses: I' Fogelsanger-Bricker Funeral Hccne 2. Brachendorf M~smorials, gravemarker Please Print or 1995-00365 AMOUNT 4,025.00 1,825.00 B• Administrative Costs: ~ • Personal Representative Commissions none _ Social Security Number of Personal Representative: Year Commissions paid 2. I Attorney Fees Joel R. Zullinger 3. Family Exemption None Claimant Relationship ________ Address of Claimant at decedent's death Street Address I City State Zip Cod 4. Probate Fees Mary C. Lewis, Register -probate fees 282.50 filing return 35.00 C• Miscellaneous Expenses: 1• Sailhamer Real Estate, crommission on sale to Cohick 2. Recorder, 1~ Realty Transfer Tax on sale to Cohick 3 Sailhamer Real Estate, commission on sale to perry 4• Recorder, l~ Realty Transfer Tax on sale to Perry 5. Chamberlain Pest, termite ~nGpection at 31 North prior to sale ~~ St. 6• Proration of school tax on sale to Perry 7• Sai]_hamer Real Estate, commission on sale of real estate to Grove 8• Recorder, 1$ Realty Transfer Tax on sale to Grove 9. Proration of school real estate taxes on sale to Grove *see sheet attached TOTAL Also enter on line 9, Recapitulation) 5,000.00 307.50 990.00 165.00 3,900.00 650.00 55.00 12.81 1,380.00 230.00 7.61 $ 22.4R7_R~ (tf more space is needed, insert additional sheets of same size.) SCEIEDULE H F[JNERAL EXPENSES,. ADMINISTRATIVE COSTS AND MISCEOLTS EXPENSES ESTATE OF - Martin, Gertrude S. File No. 1995-00365 C. Miscellaneous Expenses (continued) 10. Dan Hershey Autioneering, cca~mission and expenses , sale of personal pro ert 11. p y Borough of Shippensburg, water, sewer, refuse and 329.50 recycling April -,August 1995 12. Penelec, utilities April - August 1995 452.24 13. United of PA, telephone service April - August 1995 131.18 14. Timrons Oil, fuel oil at residence 67.43 15. Fee for transfer to title to decedent's automobile 351.89 16. Elva Jane Goodhart, Tax Collector, county real estate taxes 70.75 on decedent's real estate 17. News-Chronicle, advertise letters 426.89 18. Cu~erland Law Journal, advertise letters 57.45 19. Titm~ons Oil, fuel oil at residence 40.00 20. Tim[rons Oil, fuel oil at residence 342.37 21. Allstate .Insurance, hoan~eowner's insurance 354.34 22. Tim~nons Oil, fuel oil at residence 196.00 23. Tiimnns Oil, fuel oil at residence 304.30 24. Repair of handrail and brackets prior to sale of real estate. 312.51 21.62 25. Timrons Oil, fuel oil at residence 26. Tinsnons Oil, fuel oil at residence 269.45 212.02 REV-IS I2 EX+ (7.gg) {' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF M~'~nr Gertrude S. SCHEDULE 1 MORTGAGE L ABL T ES AND LIENS Please Print or T~ LE NUMBER 1995-00365 ITEM NUMBER DESCRIPTION 1~ R.T. Henry, prescriptions 2• Barrie P. Spessler, reimburs~azt for payment of Blue Cross/ Blue Shield 3• William Tintllons Oil, fuel oil delivered on 4/1/95 4• Forest N. Myers, Attorney fee for services performed rior date of death P to TOTAL (Also enter on line 10, Recapitulation) S (if more space is needed, insert additional sheets of same size.) AMOUNT -_- 36.00 372.80 153.55 428.00 990.35 ,~ REV-1513 E%+ (4.87) COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDlNT CJIAIC Vr Martin, Gertrude S. ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY A. Taxable Bequests: I• Rena Sherman Spessler 243 North Street Millersburg, PA 1706T ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: 1. NOne SCHEDULE J BENEFICIARIES FILE NUMBER 1995-00365 RELATIONSHIP sister AMOUNT OR SHARE OF ESTATE entire estate AMOUNT OR SHARE OF ESTATE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13 Recapitulation) $ None (If more space is needed, insert additional sheets of same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION INHERITANCE TA X DEPT. 280601 STATEMENT OF ACCOUNT HARRISBURG, PA 17128-0601 REV-1607 E% 4FP (12-961 DATE 02-18-97 ESTATE OF MARTIN GERTRUDE S DATE OF DEATH 04-OS-95 FILE NUMBER 21 95-0365 COUNTY CUMBERLAND JOEL R ZULLINGER ACN 101 200 CHMBRSBRG TR CO BLD Amount Remitted CHAMBERSBURG PA 17201 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~1 ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (12-961 *~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~~ ESTATE OF MARTIN GERTRUDE S FILE N0. 21 95-0365 ACN 101 DATE 02-18-97 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-13-97 PRINCIPAL TAX DUE:.. _ 12,905.72 PAYMENTS (TAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST (-) AMOUNT PAID 03-27-96 AA112677 261.39- 10,000.00 10-17-96 AA146849 159.58- 2,886.97 01-24-97 AA185112 10.75- 450.91 I I i TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE ~ TOTAL DU E SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), VOU MAY BE DUE A REFUND. SFF REVERSE STOF OF THTS FORM FOR TNSTRIICTTONS. 1 12,906.16 .44CR .00 .44CR