HomeMy WebLinkAbout04-09-07 (2)
REV-llillOEX(&<lll)
REV-1500
OFFICIAL USE ONLY
'*' COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
2 1 -0 6
066 1
COUtlTY CODE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
074-22-6399
DECEDENrS NAME (LAST, FIRST, AND MIDDLE INITIAL)
!Z MOORE, MARY H
~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
~ 07/10/2006 08/22/1911
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 1. Original Relum
o 4. Limited Esla\e
o 6. Decedent Died Tes\a\e (AllachcopyofWl)
o 9. UtIgat10n Proceeds ReceIved
o 2. Supplemenlal Relum
o 48. Fulure In\eresl Compromise (dalo of death altor 12-12-82)
o 7. Decedent Mainlalned a living Trust (AIIach copy of Trust)
o 10. Spousal Poverty Credit (_ of death belwaan 12-31-111 and 1-1-95)
o 3. Remainder Relum (dalo of daath prior II> 12-1:1-82)
o 5. Federal Esla\e Tax Relum Required
J....- 8. Tolal Number of Safe Deposit Boxes
o 11. Election 10 \ax under Sec. 9113(A) (AIIach Sdl 0)
NAME
COMPLETE MAILING ADDRESS
Marks, McLaughlin & Dennehy
12 West Market Street P.O.
Box 179 Danville, PA 17821
Robert L. Marks, Esq.
FIRMNAME(lfAppllca/>lo) Marks, McLaughlin & Dennehy
TELEPHONE NUMBER
570-275-3411
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1. Real Esla\e (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedula F) (6)
o Separa\e BiDing Reques\ed
7. In\er-Vrvos Transfers & Miscellaneous Non-Probale Property (7)
(Schedule G or L)
8. Total GlOII AantI (Iolal Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent. Mortgage UabDitias, & Liens (Schedule I) (10)
11. Total Deductions (Iolal Lines 9 & 10)
12. Net Value of Estate (Line B minus Line 11)
13. Charitable and Govemrnenlal BequestslSec 9113 Trusts for which an election to \ax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Une 13)
OFFICIAL USE ONLY
20,939.95
1,284,773.26
::: ; $1,305,713.21
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-~;
-_J
(8)
101,207.02
2,093.27
(11)
(12)
(13)
"-1
4~::t
;'-!'
103,300.29
$1,202,412.92
416,551.96
(14)
$785,860.96
SEE INSTRUC110NS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 \axable at the spousal \ax x.O~
ra\e, or transfers under Sec. 9116 (a)(1.2) (15)
16. Amounlof Line 14 \axable at lineal rate 75,000.00 x.O~ (16)
17. Amount of Line 14 \axable at sibling rate 11,033.00 x .12 (17)
18. Amount of Lina 14 \axabie at collateral ra\e 699,827.96 x .15 (18)
19. Tax Due (19)
0.00
3,375.00
1,323.96
104,974.19
$109,673.15
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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Decedent's Complete Address:
STREET ADDRESS Forest Park Health Center
700 Walnut Bottom Road
CIlY Carlisle I STATE PA I ZIP
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
$109,673.15
132,237.72
6,867.14
Total Credits (A + B + C ) (2)
139,104.86
3. InterestlPenalty if applicable
D. Interest
E. Penalty
TotallnterestJPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This Is the OVERPAYMENT.
Check box on Page 1 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)
0.00
29,431.71
0.00
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
$0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X.. IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... 0 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 0
c. retain a reversionary interest; or.......................................................................................................................... 0 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 [Z)
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
DATE
AD
20 s. M;~~' PA 17201
SIGNATURE OF PREP. R ES
ADDRESS
12 W WarKQt St 1 OaavillQz PA 17S21
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 3%
[72 P.S. S9116 (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 0% [72 P.S. S9116 (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 retum are still applicable even if
the surviving spouse is the only beneficiary.
For 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 the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. S9116(a)(1.2)].
The tax rate Imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted In 72 P.S. S9116(1.2) [72 P.S. S9116(a)(1)).
The tax rate imposed on ,the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. S9116(a)(1.3)). A sibling is defined, under Section 9102, as an
individual who has at least one parent In common with the deceden~ whether by blood or adoption.
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SCHEDULE "E"
CASH, BANK DEPOSITS AND
NIT~CELLANEOUSPERSONALPROPERTY
ESTATE OF
MARY H. MOORE
FILE NO.
2106-0661
ITEM
NO.
DESCRIPTION
VALUE AT DATE
OF DEATH
1. Checking account, F&M Tr. Co.,
#34-44066, $9,716.60
2. IRD, F&M Tr. Co., checking acct., .09
3. Contents of storage unit & personal effects
at appraised value, 4,847.00
4. Cash, 1.12
5. Jewelry, at appraised value, 6,186.00
6. ACME Storage, refund of security deposit & rent, 52.74
7. Refund of Capital Blue CrosslBlue Shield, 136.40
TOTAL,
$20,939.95
ESTATE OF
MARYH.MOORE
SCHEDULE "G"
TRANSFERS
FILE NO.
2106-0661
ITEM
NO. DESCRIPTION OF PROPERTY
TOTAL VALUE DEC'D.S.
EXCLUSION OF ASSETS % INT.
DOLLAR VALUE
OF DEC'S. INTEREST
1. Assets held in trust by F &M Trust in the name
of "Mary H. Moore Revocable Living Trust"
see attached listings,
Merrill Lynch Account total,
Assets held separately,
$967,811.75
316,961.51
100%
100%
967,811.75
316.961.51
TOTAL,
$1,284,773.26
SCHEDULE "H"
FUNERAL EXPENSES,
ADMINISTRATION COSTS AND
NUSCELLANEOUSEXPENSES
ESTATE OF
FILE NO.
MARY H. MOORE
2106-0661
ITEM
NO.
DESCRIPTION
AMOUNT
A.
Funeral Expenses:
Visneski Funeral Home, Inc.,
Hayhurst Memorial - marker for grave,
$7,910.00
1,170.00
B.
1.
Administrative Costs:
Personal Representative Commissions
Social Security Number of Personal Representative
Year Commissions paid 2007
45,463.00
2.
Attorney Fees Robert L.Marks, Esq.
Marks, McLaughlin & Dennehy
45,000.00
3. Family Exemption
Claimant Relationship
Address of Claimant at decedent's death:
Street Address
City State_ Zip Code _
4.
Probate Fees Cumberland County Register of Wills,
852.00
C.
1.
2.
3.
4.
5.
6.
7.
8.
9.
Miscellaneous Expenses:
Estate Valuation Systems, valuation of trust assets,
Ludwig's Jeweler's, jewelry appraisal,
Carl E. Ocker, Auctioneer, personal property appraisal,
The Sentinel, estate notice,
Estate Valuation Systems, valuation of MIL assets,
Estate Valuation Systems, valuation of MIL assets,
Register of Wills, short certificates,
Richard Rundle, Medical Claims Services,
Cumberland County Law Journal, estate notice,
10.85
220.00
250.00
173.33
1.55
40.30
36.00
5.00
75.00
TOTAL,
$101,207.03
SCHEDULE "I"
DEBTS OF DECEDENT,
MORTGAGES, AND LIENS
ESTATE OF
FILE NO.
MARY H. MOORE
2106-0661
ITEM
NO.
DESCRIPTION
AMOUNT
1. Capital Blue Cross, auto draft premium payment, 136.40
2. F &M Trust, trust fee, 685.17
3. Alan C. Huff, DDS, dental work, 140.00
4. Family Home Medical, wheel chair rental, 20.00
5. Forest Park Health Center, personal hair care & laundry, 53.50
6. Green Ridge Village, guest meals, 18.50
7. Forest Park Health Center, van charges w/attendant & oxygen, 61.50
8. Green Ridge Village, balance of charges due, 808.88
9. West Shore EMS, transport hospital to nursing home, 79.03
10. Continuing Care RX, prescriptions, 70.29
11. Hartzell Eye MDS, balance after insurance, 20.00
TOTAL,
$2,093.27
SCHEDULE "J"
BENEFICIARIES
ESTATE OF
FILE NO.
MARY H. MOORE
2106-0661
ITEM AMOUNT OR
NO. NAME & ADDRESS OF BENEFICIARY RELATIONSHIP SHARE OF ESTATE
A. Taxable Bequests:
Eleanor H Riley Sister $11,033.00
Regents Point
Apt. 105E
19191 Harvard Ave.
Irvine, CA 92715
Margaret Louise Moore Granddaughter $50,000.00
5920 Cove Land Road
Burke, VA 22015
John E. Moore Grandson $25,000.00
44 Strath Ave.
Etobicoke,
Ontario, Canada M8X1 R3
Nancy Hanlon Bergen Niece $25,000.00
4117 SWOrchard Way
Lake Oswego, OR 97035
Carol Reed Grandniece $25,000.00
718 Sant Maria
Irvine, CA 92715
Joyce Hanlon Duker Niece $25,000.00
10732 Bartlett Ave. NE
Seattle, W A 98125
Marian Riley Reed
2283 Via Puerta Q
Laguna Woods, CA 92653
Niece
60%
residue
(continued on next page)
B~ Charitable and Governmental Bequests:
Mahoning Presbyterian Church
218 Feny St.
Danville, PA 17821
20%
residue
Good Samaritan Mission
Au: Sandy 0 'Rourke
327-A Feny St.
Danville, PA 17821
20%
residue
Estate Valuation
Date of Death: 07/10/2006 Estate of: Mary H. Moore
Valuation Date: 07/14/2006 Report Type: Date of Death
Processing Date: 07/17.2006 Number of Securities: 8
File ID: Mary H. Moore Estate
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
1) 20000 FIRST BK HENRY CNTY GA (319l38BR3)
Financial Times Interactive Data
DTD: 12/17/2004 Mat: 12/18/20063.25%
07/10/2006 99.01540 Mkt
99.015400 19,803.08
Int: 06/18/2006 to 07/10/2006 39.72
2) 20000 FAHEY BKG CO MARION OHIO (303117AJ4)
Financial Times Interactive Data
DTD: 03/11/2005 Mat: 03/12/2007 3.65%
07/10/2006 98.69200 Mkt
98.692000 19,738.40
Int: 06/12/2006 to 07/10/2006 56.78
3) 50000 21ST CENTY BK MINN (901 36SAX4)
Financial Times Interactive Data
DTD: 08/24/2005 Mat: 08/24/20074.3%
07/10/2006 98.43790 Mkt
98.437900 49,218.95
Tnt: 06/24/2006 to 07/10/2006 95.56
4) 20000 CAPITAL ONE BK V A (1404092Y8)
Financial Times Interactive Data
DTD: 08/17/2005 Mat: 08/18/2008 4.4%
07/10/2006 97.34440 Mkt
97.344400 19,468.88
Int: 02/18/2006 to 07/10/2006 347.11
5) 30000 ARKANSAS BNKRS BK LITTLE ROCK (040780AN8)
Financial Times Interactive Data
DTD: 11/22/2005 Mat: 11/24/20084.7%
07/10/2006 97.65560 Mkt
97.655600 29,296.68
Int: OS/24/2006 to 07/10/2006 180.17
6) 30000 RIVERBANK OSCEOLA WIS (768571AJO)
inancial Times Interactive Data
DTD: 11/30/2005 Mat: 11/30/20064.45%
07/10/2006 99.59160 Mkt
99.591600 29,877.48
Int: 06/30/2006 to 07/10/2006 37.08
7) 25000 MERIDIAN BK NA AZ (58958IDYO)
Financial Times Interactive Data
DTD: 11/30/2005 Mat: 11/30/20094.8%
07/1012006 96.89190 Mkt
96.891900 24,222.98
Tnt: 05/3112006 to 07/1 0/2006 133.33
8) Federated Treasury Obligation 68 77,076.27
Int: 07/01/2006 to 07/1012006 102.82
Total Value: $268,702.72
Total Accrual: $992.57
Total: $269,695.29
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4)
Estate Valuation
Date of Death: 7/10/200 Estate of: Mary H. Moore Estate
Valuation Date: 7/10/2006 Report Type: Date of Death
Processing Date: 9/12/06 Number of Securities: 28
File ID: Mary H. Moore Estate 1
Shares Security Mean and/or Div and Int Security
or Par Description Highl Ask LowlBid Adjustments Accruals Value
I) 15000 PROVIDENT BANK CINC OHIO (743838H49)
Financial Times Interactive Data
DTD: 01/22/2003 Mat: 02/02/2015 5.1 %
07/10/2006 93.86130 Mkt
93.861300 14,079.20
Int: 07/02/2006 to 07/10/2006 17.00
2) 20000 HOUSEHOLD BK FSB NEWPRT BCH CA (441800XFl)
Financial Times Interactive Data
DTD: 09/01/1999 Mat: 09/01/20066.6%
07/10/2006 100.09950 Mkt
100.099500 20,019.90
Int: 03/01/2006 to 07/10/2006 473.00
3) 50000 FEDERAL NA TL MTG ASSN MTN (3136F2KCI)
Government! Agency (Dealer Quotations)
DTD: 09/20/2002 Mat: 03/19/2014 5%
07/10/2006 95.84375 95.53125 A/B
95.687500 47,843.75
Int: 03/19/2006 to 07/10/2006 770.83
4) 55000 UNITED PARCEL SVC INC MTN BE (91131 UEJ9)
Financial Times Interactive Data
DTD: 09/19/2002 Mat: 09/15/2017 5.25%
07/10/2006 92.00930 Mkt
92.009300 50,605.12
Int: 03/15/2006 to 07/10/2006 922.40
5) 500 MERRILL LYNCH PFD CAP TR III (5902IF206)
TOPRS7%
New York Stock Exchange
07/10/2006 25.21000 25.06000 H/L
25.135000 12,567.50
6) 27 AGERE SYS INC (00845V308)
COM
New York Stock Exchange
07 I 10/2006 13.95000 13.37000 H/L
13.660000 368.82
7) 155 AT&T INC (00206R 102)
COM
New York Stock Exchange
07/10/2006 27.97000 27.38000 H/L
27.675000 4,289.63
Div: 0.3325 Ex: 07/06/2006 Rec: 07/10/2006 Pay: 08/01/2006 51.54
8) 83 A V A Y A INC (053499109)
COM
New York Stock Exchange
07 110/2006 11.54000 10.83000 H/L
11.185000 928.36
9) 323 COMCAST CORP NEW (20030N 1 0 I)
CLA
NASDAQ - Industrial 31.73000 H/L
07/10/2006 32.41000
32.070000 10,358.61
Page I
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4)
Date of'De~th: 7/10/200 Estate of: Mary H. Moore Estate
Valuation Date: 7/1 0/2006 Report Type: Date of Death
Processing Date: 9/12/06 Number of Securities: 28
File 10: Mary H. Moore Estate 1
Shares Security Mean and/or Div and Int Security
or Par Description High! Ask Low/Bid Adjustments Accruals Value
10) 669 DEL MONTE FOODS CO (24522PI03)
COM
New York Stoc 11.34000 11.26000 HIL
11.300000 7,559.70
II) 2000 EXXON MOBIL CORP (3023IGI02)
COM
New York St 63.59000 62.78000 H/L
63.185000 126,370.00
12) 1500 HEINZ H J CO (423074103)
COM
New York Stock Exchange
07/10/2006 42.00000 41.29000 H/L
41.645000 62,467.50
13) 1000 LUCENT TECHNOLOGIES INC (549463107)
COM
New York Stock Exchange
07/10/2006 2.39000 2.33000 H/L
2.360000 2,360.00
14) 24 MEDCO HEALTH SOLUTIONS INC (58405UI02)
COM
New York Stock Exchange
07/10/2006 58.42000 57.65000 H/L
58.035000 1,392.84
15) 200 MERCK & CO INC (589331107)
COM
New York Stock Exchange
07/10/2006 37.29000 36.82000 H/L
37.055000 7,411.00
16) 1200 WGL HLDGS INC (92924FI06)
COM
New York Stock Exchange
07/10/2006 29.13000 28.76000 H/L
28.945000 34,734.00
Div: 0.3375 Ex: 07/06/2006 Rec: 07/10/2006 Pay: 08/01/2006 405.00
17) 849.488 HANCOCK JOHN INVT TR II (409905106)
REGL BK FD A
Mutual Fund (as quoted by NASDAQ)
07/10/2006 40.12000 Mkt
40.120000 34,081.46
18) 1453.339 MERRILL LYNCH GLOBAL VALUE FD (589976406)
CLA
Mutual Fund (as quoted by NASDAQ)
07/10/2006 17.64000 Mkt
17.640000 25,636.90
19) 980.826 MERRILL LYNCH GLOBAL GROWTH FD (59020J407)
CLA
Mutual Fund (as quoted by NASDAQ)
07/10/2006 12.24000 Mkt
12.240000 12,005.31
Page 2
This report was produced with Estate Val, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4)
Date of'Death: 7/10/200 Estate of: Mary H. Moore Estate
Valuation Date: 7/10/2006 Report Type: Date of Death
Processing Date: 9/12/06 Number of Securities: 28
File ID: Mary H. Moore Estate 1
Shares Security Mean and/or Div and Int Security
or Par Description High! Ask Low/Bid Adjustments Accruals Value
20) 19127 DMC TAX FREE INCOME TR PA (233216100)
SH BEN INT A
Mutual Fund (as quoted by NASDAQ)
0711 0/2006 7.94000 Mkt
7.940000 151,868.38
21 ) 70000 LEHMAN BROS BK FSB DE (525 I 9HTS6)
Financial Times Interactive Data
DTD: 03/17/2005 Mat: 03/17/2015 4.25%
07/10/2006 96.37500 Mkt
96.375000 67,462.50
Int: 06/17/2006 to 07/10/2006 190.07
22) 35,000 AMCORE BK NA ROCKFORD ILL (02341 VFZ3)
Financial Times Interactive Data
DTD: 04/10/2002 Mat: 04/10/2007 5.05%
07/10/2006 99.52500 Mkt
99.525000 34,833.75
Int: 04/1 0/2006 to 07/10/2006 441.88
23) 15000 PROVIDENT BANK CINC OHIO (743838F33)
Financial Times Interactive Data
DTD: 12/27/2002 Mat: 01/02/2015 5.05%
07/10/2006 93.62790 Mkt
93.627900 14,044.19
Int: 07/02/2006 to 07/10/2006 16.83
24) 25000 FEDERAL HOME LN MTG CORP MTN (3128XI3D7)
Financial Times Interactive Data
DTD: 10/22/2003 Mat: 10/22/2010 3.5%
07/10/2006 97.88700 Mkt
97.887000 24,471.75
Int: 04/22/2006 to 07/10/2006 189.58
25) 60000 BMW BK NORTH AMER UT (05566RQP3)
Financial Times Interactive Data
DTD: 12/14/2005 Mat: 12/14/20094.65%
07/10/2006 96.39610 Mkt
96.396100 57,837.66
Int: 06/14/2006 to 07/10/2006 201.50
26) 3600 MERRILL LYNCH & CO INC (5902\J802)
NT LK SEL TEN
American Stock Exchange
07/10/2006 10.68000 10.68000 H/L
10.680000 38,448.00
27) 15000 PROVIDIAN NATL BK TILTON NH (74407MU78)
Financial Times Interactive Data
DTD: 08/01/2001 Mat: 08/01/20065.35%
07/10/2006 99.99000 Mkt
99.990000 14,998.50
Int: 02/01/2006 to 07/10/2006 354.44
28) CMA - TAX EXEMPT FUND 84,733.35
Total Value: $ 963,777.68
Total Accrual: $4,034.07
Total: $967,811.75
Page 3
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4)
L~Q~\9S
SINCE 1877
Phone (717)264-7693
121 South Main Street Chambersbmg, P A 1720 I
Member, American Gem Society
Ann Ludwig Wagner, Registered Jeweler
Jane Ludwig Mentzer
FAIR MARKET VALUE APPRAISAL
The fair market value is an estimation of a price arrived at willingly by a buyer and a seller and not
under duress.
Because jewelry appraisal and evaluation is not a pure science and is therefore subjective,
estimations of fair market value may vary from one appraiser to another and such a variance does
not necessarily constitute error on the part of the appraiser.
Mountings prohibit the full and accurate observation and grading of Diamonds. Therefore only a
provisional grade will be given. The weights are estimations determined by formula based on
available dimensions. If a Diamond is regraded or weighed unmounted the grades or weights may
vary.
ESTATE OF MARY H. MOORE
August 23, 2006
1. One lady's platinum and Diamond filigree dome ring contains:
1- 1.05ct. Old European-cut Diamond
Dia- 6.45- 6.5mm.
Depth- 4.1mm.
Cutting- fair
Color- M- N Provisional GIA
Clarity- VVS 1 " "
2- . 15ct. Brilliant-cut Diamond
Dia- 3.35mm.
Cutting- fair
Color- I Provisional GIA
Clarity- VVS2 " "
The mounting has a square box head for the major Diamond. The smaller Diamonds are bezel set
in the sides of the dome. It is decorated with a flower motif. $2000.00
2. One lady's platinum and Diamond ring contains:
1- .25ct. Old European-cut Diamond
Dia.- 4.Omm.
Depth- 2.65mm.
8- .05ct. Old European-cut Diamonds
Dia.- 2.2- 2.4mm.
.-t
MOORE ESTATE
Page 2, #2 continued
Average quality- Cutting- fair
Color- F- G Provisional GIA
Clarity- V82- SIl" "
The major Diamond is set in a square plate. The remaining Diamonds are set around it in the low
dome. The dome is 11.1mm. Across and accented by engraving. $700.00
3. One lady's platinum and Diamond ring contains:
1- .55ct. Old European-cut Diamond
Dia- 5.36- 5.4mm.
Depth- 3.1mm.
1- .25ct. Old European-cut Diamond
Dia- 3.8- 3.85mm.
Depth- 2.75mm.
1- . 19ct. Old European-cut Diamond
Dia- 3.5- 3.7mm
Depth- 2.38mm.
1- .23ct. Old European-cut Diamond
Dia- 3.7- 3.9mm.
Depth- 2.62mm.
1- .21ct. Old European-cut Diamond
Dia- 3.7- 3.8mm.
Depth- 2.51mm.
Average quality- Cutting- fair to poor
Color- F- G Provisional GIA
Clarity- VS 1- VS2 " "
The Diamonds are plate set in a straight row across the fmger with the largest set in the center and
graduating outward. The sides are filigree. The sides and the 1.7mm. Wide shank are engraved.
$800.00
4. One lady's 14 karat yellow gold art deco style ring is a swirl design. It weighs 3.1dwt.
$60.00
5. One lady's 14 karat yellow gold ring contains:
3-4mm.Roundcabochonopals
( One is broken.)
4- .03ct. Full-cut Diamonds
The opals are in a straight row across the fmger in six prong heads. The Diamonds are set in four
prong heads. The shank is 1.75mm. Wide. $50.00
6. One lady's 14 karat white and yellow gold filigree ring contains:
1- cushion-shape, faceted aquamarine
Length- 8mm.
Width- 6.Smm.
01'
, .
MOORE ESTATE
Page 3, #6 continued
Cutting- good
Color- Hue- very slightly greenish blue
Tone-light
Saturation- good
Clarity- free of eye visible inclusions
The aqua is set with 6 prongs atop the filigree ring. The shank is 1.5mm. Wide. $125.00
7. One lady's 10 karat yellow gold ring contains 1- 7x 5mm. Oval, faceted yellow garnet and glass
doublet. It is set in a six prong head with openwork shoulders on the shank. $15.00
8. One 14 karat yellow gold thimble is engraved with a design and initials and weighs 2.55dwt.
$65.00
9. One 14 karat yellow gold thimble is engraved with a design and initials and weighs 1.95dwt.
$45.00
10.One 14 karat yellow gold thimble has a heavy designed border and weighs 3.15dwt.
$80.00
11. One pair 14 karat yellow gold cuff links have 20.3 x 13.5mm. Oval tops. In the center of each
is 1- 2mm. Half-seed pearl. Around it is and oval of lavender enamel. It is surrounded by a border
of white enamel. Condition is very good. $100.00
12. One 14 karat yellow gold charm is enameled with the seal for Princeton University. It is 22mm.
In diameter and weighs 3.6dwt. $65.00
13. One 10 karat yellow gold school ring weighs 5.35dwt.
$66.00
14. One 18 karat yellow gold brooch is 40mm. In diameter and domed. It contains:
1- .30ct. Old Mine-cut Diamond
5- .15ct. Brilliant-cut Diamonds
3- .05ct. Full-cut Diamonds
16- .03ct."" "
1- .02ct. Single-cut Diamond
Average quality- Cutting- fair to poor
Color- H- I Provisional OIA
Clarity- VS 1- VS2 Provisional OIA
Each Diamond is set in a white gold four prong head. The design is an intertwining ribbon forming
a 41mm. Diameter dome. It weighs 13.75dwt. $1100.00
15. One 10 karat yellow gold brooch is set with:
1- .10ct. Old European-cut Diamond
Cutting- fair
MOORE ESTATE
Page 4, #15 continued
Color- J Provisional GIA
Clarity- VVS2 " "
80- half-seed pearls ranging in size fromm 1 to 2mm.
The design is a four leaf clover. The Diamond is set in the center in a six prong brad. The seed
pearls are set in the leaves which are also enameled in green. The clover sits on a 34 x 23mm.
Oval, gold frame. Extending from either end of the frame are two gold wire scrolls.$350.00
16. One 14 karat yellow gold pin is in the shape of a fly. It is l8mm. Long with a wingspan of
2lmm. Set in its body is 1- l5.5mm. Round, cabochon pale green emerald and 1- 2mm. Round,
faceted blue sapphire. Two 1.5mm. Round, faceted rubies are set in the eyes. $90.00
17. One 10 karat yellow gold circle pin is 35mm. In diameter. It has a pink gold applied bow the is
set with 1- .Olet. Single-cut Diamond in a square white gold plate. $70.00
18. One 14 karat white and yellow gold filigree bar pin contains 3- .05ct. Full-cut Diamonds. The
pin is 45mm. Long and l7mm. Wide at its widest. Each Diamond is set in a square plate and is
surrounded by an openwork design. $100.00
19. One 14 karat white and yellow gold filigree bar pin is 62mm. Long and lOmm. Wide at its
widest. It is set with 1- .07ct. Full-cut Diamond and 2- 2mm. Half-drilled seed pearls. The diamond
is set in a square plate flanked by the pearls. $125.00
20. One 10 karat yellow gold circle pin is 18mm. In diameter. It is set with 8- l.3mm. Seed pearls.
Each pearl is set in a five prong head. In between the heads are gold leaves. $40.00
21. One 14 karat yellow gold curb link chain is 16" in length and weighs 1.85dwt. $25.00
22. One sterling silver amber flower brooch is 78mm. Long and 6Omm. Wide. The six opaque
amber petals are 27mm. Long and alternate in color between honey and amber. The center is set
with 1- lOmm. Round translucent amber. $7.00
23. One opaque amber bracelet is strung on elastic. It consists of 10- 22 x l5mm. Oblong pieces of
honey colored amber. $5.00
24. One sterling silver brooch is 62mm. Long and 4Omm. Wide. It is an openwork flower and leaf
, design. $10.00
25. One pair sterling silver non-pierced earring are by George Jensen. Each is l8.75mm.In
diameter and designed. $20.00
26. One pair 14 karat yellow and sterling silver non-pierced earrings are a 14mm. Dome. The dome
top is gold white the remainder of the earring is silver. $20.00
~'1' ' I . '
MOORE ESTATE
Page 5.
27. One sterling silver ring contains 1- 15 x 9mm. Oval cabochon dark orange coral in a full bezel
with a designed border. The shank is 2.5mm. Wide. $6.00
28. One graduated strand of coral beads
Length- 22 W'
Size- 4.4 to 9mm.
Color- Hue- orange red
Tone- dark
Saturation-good
$35.00
29. One sterling silver pendant is a 42mm. Long pear shape cage holding a 15mm. Diameter
adventurine quartz ball. The pendant is jung on a 24" long curb link chain that is 2.9mm. Wide.
$12.00
TOTAL ESTIMATED FAIR MARKET VALUE OF ALL 29 ITEMS- $6186.00
..
CARL E. OCKER
AUCTIONEER
4401 Philadelphia Avenue
Chambersburg, PA 17201
(717)264-6578
Personal Property Appraisal for
Mary H. Moore Estate
Green Ridge Village
Newville, PA
OVAL WALNUT MIRROR ...................................................................................................35.00
BLUE WING BACK CHAIR .................................................................................................50.00
3 P .AINTIN"GS BY MAR Y ........................................................................................................ 2.00
5 PILLOWS, LUGGAGE, 2 METAL TRASH CANS .............................................................0.00
FRAMED GROUP PHOTO ............ ... ... ..... ...... ... ... .... .................. ........ ....... .... ........................... 5.00
EUROPEAN PAINTING OF 2 CHILDREN IN GILT FRAME ............................................ 65.00
WINTER LANDSCAPE PAINTING BY DOROTIIY SANTINl, DANVILLE.................... 50.00
PR FRUIT PRINTS..... .......... ....... .................... ..... ...... .................. ........ ......... ........ ............ ..... 25.00
WALNUT DEEP FRAME MIRROR...................................................................................... 40.00
2 ITALIAN WATER COLORS .............................................................................................. 30.00
2 ROSE FLORAL PRINTS ...... ....................... ............... ......................... ......... ......... .............. 25.00
BAY OF NAPLES ITALIAN PAINTING ..............................................................................75.00
BOY PRINT ............ ......... ............ .... .... ..... ... ..... ... ...... ... ..... ... ......... ............... ........ .................. 15.00
PINE WALL STAND .............................................................. ............................................... 20.00
BLUE TEA CART ..................................................................................... ............................. 35.00
SINGER SEWING MAClDNE.. .......................... ............................................ .......... ............. 10.00
STEREO SET .......... .................. ............................... .... ................. ......... ......... .............. ............ 5.00
SEWING BOX....... ..... ...................... ............... ......... ...................... .......... .......... .................... 10.00
SPINDLE BACK CHAIR .......................................................................................................10.00
NEEDLEWORK FOOT STOOL ............................................................................................ 40.00
MAHOGANY SHIELD BACK NEEDLEPOINT CHAIR..................................................... 35.00
2 HITCHCOCK CHAIRS ....................................................................................................... 50.00
GREEN TOLE FLOOR LAMP..j............................................................................................ 10.00
BAG OF TOWELS, PURSES....L..........................................................................................15.00
LUGGAGE RACK, TOASTER. ~APER SHREDDER............................................................ 5.00
3 X 5 SOUROUK ORIENTAL RlUG....................................................................................150.00
lllCKORY CHAIR WING BAC*" LOVE SEAT ................................................................100.00
MAHOGANY HEPPLEWIllTE PEMBRooM TABLE BAD TOP ..................................... 75.00
I
=:~~i~~o~s~toVEN~.IioNiNG.BOARD:.BEDDiNG....................... 100.00
GARDEN TOOLS, CLOTlffiS ~ASKET ................................................................................ 5.00
LIMOGE DESSERT BOWLS ...1........................................................................................... 10.00
HAND PAINTED LEMON TRAJv.........................................................................................10.00
I
PEWTER PITCHER & BO~j::......................................................................................... 15.00
BAKING PANS, JtJICER, MJ.XJf'lG BOWLS ......................................................................... 5.00
,
I
;
. , I' ,r /".
r- ..~.
GREEN TOLE TABLE LAMP ............................................................................................... 10.00
ROOKWOOD EWER VASE ARTIST SIGNED ECL......................................................... 200.00
PAIR ETCIffiD GLASS TABLE LIGHTS............................................................................. 25.00
ENAMELED MILK GLASS CANDY DISH ........~................................................................ 10.00
2 PAIR BRASS PUSH UP CANDLE HOLDERS.................................................................. 50.00
MISC STERLING FLATWARE.. ........................... ............. ......... ........ ................. ...... ........... 35.00
GLASS PERFl.JME BOTTLE ...................................................................................................5.00
WOODEN CIffiST SET.................... ...................................... .......................................... ........ 5.00
MAHOGANY BANDED INLAID 4 DRAWER CIffiST .................................................... 200.00
INLAID MAHOGANY MIRROR.. ................................................. ..... ....... ........ ........... ........ 75.00
2 MAHOGANY SINGLE BEDS ..........................................................................................100.00
CIffiRRY 2 DRAWER SIffiRATON NIGHT STAND ........................................................ 225.00
OREFORS GLASS BOWL... ...................... ..... ......................................... ........... ............. ...... 20.00
BRASS STIFFEL LAMP ................... .......... .......... .................. .......... ................. ....... ............. 25.00
1920'S ARM ClIAIR. WI11I CARVED WOMAN............................................................... 150.00
PINK WING CHAIR, IlEA VY ROCKER.............................................................................. 20.00
RCA TV. ......... ........... ............... ........ ........................................................................ ...... ......... 25.00
CERAMIC PLANTERS ............ ..................;... ...... ..................................................... ............... 5.00
LOT OF COSTUME JEWELRY (AMETHYST NECKLACE, ETe) ................;.................. 25.00
TOTAL............................................................................................................... .$4,847.00
I, DO HEREBY CERTIFY that I have examined the tangible personal property of
Mary H. Moore Estate, Green Ridge Village, Newville, P A
And do value and appraise the same at $4,847.00 as being fair market
, Value of said property on this ~f July 1O)2?J L
Date ~ 0 to Carl E. Ocker~ () ~
Appraiser f
lllct9't llfIill (tub QJ.e9'tCtltll?nt
OF
MARY H. MOORE
BE IT REl\1EMBERED THAT I, MARY H. MOORE, widow, of Newville,
Cumberland County, Pennsylvania, do make, publish and declare the following as and for my
Last Will and Testament, hereby revoking and making null and void any and all wills and
testaments and writings in the nature thereof by me at any time heretofore made.
ITEM 1:
I direct that all my just debts and funeral expenses be paid as soon as
may conveniently be done after my decease.
ITEM 2: I give and bequeath all my household furniture and furnishings and
jewelry unto my sister, Eleanor H. Riley, of Regents Point, Apartment 105E, 19191 Harvard
Avenue, Irvine, CA 92715, and to her heirs and assigns per stirpes and not per capita.
ITEM 3:
I give and bequeath the sum of Fifty Thousand Dollars ($50,000.00)
unto my granddaughter, Margaret Louise Moore, of 5920 Cove Landing Road, Burke, V A
22015, if she survives me.
ITEM 4:
I give and bequeath the sum of Twenty-five Thousand Dollars
($25,000.00) unto my grandson, John E. Moore, of 44 Strath Avenue, Etobicoke, Ontario,
Canada M8X 1 R3, and to his heirs and assigns per stirpes and not per capita.
ITEM 5: I give and bequeath the sum of Twenty-five Thousand Dollars
($25,000.00) unto my niece, Nancy Hanlon Bergen, of 4117 S.W. Orchard Way, Lake
Oswego, Oregon 97035, and to her heirs and assigns per stirpes and not per capita.
ITEM 6: I gIve and bequeath the sum of Twenty-five Thousand Dollars
($25,000.00) unto my grandniece, Carol Reed, of718 Santa Maria, Irvine, California, and to
her heirs and assigns per stirpes and not per capita.
ITEM 7: I give and bequeath the sum of Twenty-five Thousand Dollars
($25,000.00) unto my niece, Joyce Hanlon Duker, of 10732 Bartlett Avenue, N.E., Seattle,
Washington 98125, and to her heirs and assigns per stirpes and not per capita.
ITEM 8: All the rest, residue and remainder of my estate and property, real,
personal and mixed, of whatsoever kind and wheresoever situate, I give, devise and bequeath
as follows:
A. Sixty per cent (60%) thereof unto my niece, Marian Riley Reed, of 2283 Via
Puerta Q, Laguna Woods, California 92653, and to her heirs and assigns per stirpes and not
per capita.
B. Twenty per cent (20%) thereof unto Mahoning Presbyterian Church, Danville,
Pennsylvania, to be used by the ruling elders as they deem fit and proper.
C. Twenty per cent (20%) thereof unto the Good Samaritian Mission, Danville,
Pennsylvania, to be used by the ruling body as they deem fit and proper.
ITEM 9: I order and direct that my Executor, hereinafter named, shall serve
without bond, surety or security.
ITEM 10: I give my Executor, hereinafter named, the fullest power and authority
in all matters and questions and to do all acts which I might or could do if living, including
without limitation, complete power and authority to sell (at public or private sale, for cash
2
or credit, with or without security), mortgage, lease or dispose of and distribute in kind, all
property, real and personal, at such times and upon such terms and conditions as it may
determine, all without court order.
ITEM 11: I hereby direct that my Executor, hereinafter named, may compromise
or settle any claims that my estate may have or which are presented against my estate, upon
such terms and conditions as it deems best and advisable in its sole discretion.
ITEM 12: I direct that all estate, inheritance and other death taxes, including any
interest thereon and any penalties with respeot thereto, federal, state and other, imposed by
reason of my death, in respect to the property passing under this Will or otherwise shall be
paid out of the principal passing under my residuary estate as if they were my debts, and no
one having a beneficial interest in such property shall be required to refund any part of such
taxes.
ITEM 13: I hereby direct that my Executor, hereinafter named, shall retain the
services of Robert L. Marks, Esquire, as the attorney to settle my estate.
ITEM 14: I nominate, constitute and appoint Farmers and Merchants Trust
Company, Chambersburg, Pennsylvania, as Executor of this my Last Will and Testament.
IN WITNESS WHEREOF, I, MARY H. MOORE, the Testatrix above named, have
set my hand and seal this ~ t oct day of (i.f/v1-,'<.A:':
in the year of
our Lord two thousand and four (2004).
/)z~ y./, >>7~
RY H. MOORE -
(SEAL)
3
Signed, sealed, published and declared by the above-named, MARY H. MOORE, as and
for her Last Will and Testament, in the presence of us, who have hereunto subscribed our
names at her request as witnesses thereto, in the presence of the said Testatrix and of each
other.
~ r /J. 2dz;:;;I~
4