HomeMy WebLinkAbout95-0367~1-~5-v3(o~
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 16...2001` ? .
Date Fran eropoli, ' ect
Division of Vital Records
P.O. Box 1528
New Castle, PA 16103
Hlos. t~ R•v. 7/87
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CERTIFICATE OF DEATH
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENTOFREVENUE
HARRISBURG, PA 87128-0801
i,~.-33 3
INHERITANCE TAX RETURN
RESIf~~i~'~ DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLSI
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Crane Helen G,
SOCIAL SECURITY NUMBER DATE OF DEATH GATE OF BIRTH
172-01-9044 /~ 04/29/ 07/06/1903
e
FOR DATES OF DEATH AFTER 12/3 CHECK HERE
IF A SPOUSAL
POVERTY CREDIT IS CLAIMED
FILE NUMBER
21-95-0367
COUNTY CODE YEAR NUMBER
DECEDENTS COMPLETE ADDRESS
325 Wesley Drive
Mechanicburg, PA 17055
county Cumberland
APPLICABLE) SURVIVING SPOUSE'S NAME (LAST,FIRSTAND MIDDLE INITIAL) SOCIAL SECURITYNUMBER
1. Original Return 2. Supplemental Return 3. Remainder Return
4. Limited Estate 4a. Future Interest Compromise
(for dates of death prior to 12-13-82)
(for dates of death after 12-12-82) X^ 5. Federal Estate Tax Return Required
~X 6. Decedent Died Testate QX 7. Decedent Maintained a Living Trust 0 8. Total Number of Sate Deposit Boxes
(Attach copy of Will) (Attach a co of Trust)
C p ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
~ ~ NAME
R N COMPLETE MAILING ADD ESS
S N Ruth Ann McMillen Dauphin posit Bank and Trust Company
TELEPHONE NUMBER 213 Ma et Street
- T 717 255-2109 Harrisbur PA 17105
1. Real Estate (Schedule A) (1) None
2. Stocks and Bonds (Schedule B) (2) 1, 343 , 014 .
3. Closely Held StocklPartnership Interest (Schedule C) (3) one
4. Mortgages and Notes Receivable (Schedule D) (4) None
C 5. Cash, Bank Deposits & 1iscellaneous Personal Property (Soh. E) (5) 23 , 489 , 11
A 6. Jointly Owned Property (Schedule F)
P 7. Transfers (Schedule G) (Schedule L) (7) None ~"~ "
U 8. Total Gross Assets (total Lines 1-7~ ~~~ 1, 366 , 503 , 77
L 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 84, 522. 32
T Expenses (Schedule H)
I 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 1, 132 .46
N 11. Total Deductions (total Lines 9 & 10)
12: Net Value of Estate (Line 8 minus Line 11) (11) 85 654.78
13. Charitable and Governmental Bequests (Schedule J) (12) 1, 2 , 848.99
14. Net Value Sub'ect to Tax (Line 12 minus Line 13) (13) 1, 00 , 848 , 99
15. Spousal Transfers (for dates of death after 6-30-94) (14) 280 , 000.00
See Instructions for Applicable Percentage on page 2. (15) 0.00 X 0 , 00
(Include values from Schedule K or Schedule M.) _
16. Amount of Line 14 taxable at 6% rate (16) 0.00 X .06 = 0.00
(Include values from Schedule K or Schedule M.)
T 17. Amount of Llne 14 taxable at 15% rate
A (1~ 280 , 000 , 00 x ..~ 42 , 000 , 00
X (Include values from Schedule K or Schedule M.)
0 18. Principal tax due (Add tax from Line 15, 18 and 17.) (18) 42 , 000.00
M 19. Credits/Sp Poverty Prior Payments Discount Interest
~ 0.00+ 39,900.00 + 2,100.00 0.00
- (is) 42 , 000 , 00
AT 20. If Line 1s is greater than Llne 1s, enter the difference on Line 20. This is the OVERPAYMENT. (20) 0
TQ ~ Check: hent!ff yow :era ,aaiin a:etund of: r gve anti
I 21. If Line 18 is greater than Llne 19, enter the difference on Line 21 Thls is the TAX DUE.
~ (2t) 0.00
N A. Enter the interest on the balance due on Line 21A. (21A) 0.00
B. Enter the total of Line 21 and 21A on Line 21 B. This is the BALANCE DUE (21 B) 0 , 00
Make Check Pa able to: R star of Wills A eM
- - BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~
Under penalties of perjury, I declare that I have examined this return, ineludinp accompanying sehsdulss and statements, and to the best of my knowledge and belief, it is true,
corcset and complete. I declare that all real estate has been reported at true market value. Deckuation of preparer other than the personal representative is based on alt infermaflen ~r
which preparer has any knowledge.
SIG URE OF PERSON RESPONSIBLE FOR FILING RETURN
) DAT
° ~~ 213 Market Street
Harrisbur PA 17105 ----'- ~.~~~~
SI ATUREOFPREPAREROTHERTHANREPRESENTATIVE
DATE
Dauphin_De~osit-Bank and Trust -Company -----
---- -------------
213 Market Street
Copyright (c) 7994 form software only CPSystams, Ino. Harrisburg , PA 17105 Form 1500 (Rev. 7-94)
-~:_~ ~
AMOUNT RECEIVED (SEE INSTRUCTIONS)
0.~~
• °. Act #;~48 of 1994 provides for the reduction of the tax rates Imposed on the net value of transfers to or for
the use of the spouse. The rates as prescribed by the statute will be:
•3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96
•2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97
•1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98
•Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK ~ IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred, . .
g
b. retain the right to designate who shall use the property transferred or its income, .
g
c. retain a reversionary interest; or . ,
............................. g
d. receive the promise for life of either payments, benefits or care? . .
g
2. If death occurred on or before December 12, 1982, did decedent within two years preceding death
transfer property without receiving adequate consideraton? If death occurred after December t2,
1982, dtd decedent transfer property within one year of death without receiving adequate
consideration? ,
...... g
3. Did decedent own an 'ln trust for' bank account at his or her death? .
..... g
YOU MUST COMPLE1TE SCHEDULE G AND FIE T AS PART OF THESR
ETURN.
Copyright (c) 1994 form software only CPSystems, Inc.
Form 1500 (Rev. 7-94)
LAST WILL AMID Z~.ST:4N~
~F'
HELEN G. CRANE
I, HELIId G. CRANE, of East Pennsboro Township, Cumberland
County, Pennsylvania, do hereby make my Last Will. and Testament,
revoking all testamentary dispositions heretofore made by me.
ITEM I: I direct my Executors to pay all my just debts, -
funeral and burial expenses as soon after my decease as practicable,
as well as all inheritance taxes, whether State or Federal, which may
be assessed against my estate, or on any property passing as a result
of my death, whether ar not foaming part of my estate, as part of the
costs of ac~ninistration.
I_: I direct that my funeral and burial arrangements
shall be in charge of W. Orville Kimmel, 2001 Market Street,
Harrisburg, Pennsylvania, ar his successor, and that my place of
burial shall be in East Harrisburg Cemetery in the Mrs. Katie Crane
Lot No. 70, Section 30 in said cemetery.
I'I~I III: I direct my Executors to make the following
disbursements for the purpose stated:
Page I of 5 Pages
' ,~
(a) The sutra of TEN TI~iJSADID DOLLARS ($10, 000.00) shall be
paid to EAST HARRISBURG CE{~71'ERY COMPANY, 2260 Herr
Street, Harrisburg, Pesuisylvania, in trust, to
provide for the care of the Katie Crane Cemetery Lot
(Lot No. 70, Section 30) , and far the placetttent of
flow~exs at the stone on Easter and Metrorial Day,
annually;
(b) The sum of TEN Z'HOUSAI~ID DOLLARS ($10, 000.00) shall be
paid to UNION t of Duncannon, Pennsylvania, to
provide for the care of Cora M. Bruahouse Lot;
(c) To FIFI~i S"I~'tEEr UNITED MEIHpDIST Q1IJgQ3, 1721 North
Fifth Street, Harrisburg, Pennsylvania, the sum of
Cif HUNDRED TI~USAI~ID DOLLARS ($100 , 000.00) , in ttianory
of ttty late parents, Mr. and Mrs. Benjatttin F. Crane;
(d) Zb the HtA~I~ SOCIETY OF HARRISBURG AREA, INC., 7790
Grayson Road, Harrisburg, Pennsylvania, the sum of
TEN TKWSAND DOLLARS ($10,000.00) , in memory of my
late brother, Ray H. Crane; and
(e) ~ CHRIST UN1~ METHODIST CHURN, 6580 Mifflin
Avenue, Harrisburg. Pennsylvania, the sutra of
ZWE1V'PY-FIVE THGUSAI`ID DOLLARS ($25, 000.00) , in tttetnory
of my late brother, Eugene H. Crane, and his wife,
Dorothy M. Crane.
Page 2 of 5 Pages .. ,~/ ~~ ~ ~y
r~i IV:
hereinafter directed:
I direct my Executors to make disbursements as
(a) I give the sum of Z~iIl2TY THOUSAND DOI~,RS
($30,000.00) and my piano to MRS. BARBAR~i (~~~nTF,
1203 Nicely Av~ue, Montoursville, Pennsylvania;
(b) She stun of TWFNI.'Y--FIVE THOUSAND DOLLARS ($25, 000.00) ,
all the Christmas dishes in the china cabinet and my
snowblower to MRS. NIl~ SMITHSON, 510 Susan Road,
Camp Hill, Pennsylvania, if she survives me;
(c) I give MRS. MARION NIPPEL, 511 Susan Road, Camp Hill,
Pennsylvania, the sum of TGJIIV'I'Y--FIVE THOUSAND DOLLARS
($25,000.00), if she survives me;
(d) I give the sum of Z3n1IIV't'Y THOUSAND DOLLARS
($20,000.00) to MRS. ELIZASEI'H ~IOMA.g, 219 West
Locust Street, Mechanicsburg, Petuzsylvania, if she
survives me;
(e) I give the sum of SEVELVTY--FIVE THOUSAND DOLLARS
($75,000.00) to VIOLA DiRO$ERZD and I give the sum of
SEVE[~Tl'Y--FIVE THOUSAI`ID DOLLARS ($75, 000.00) and my
typewriter desk to JENN.~ DiRC~EtZTO, 41 Golfview
Road. Camp Hill, Pennsylvania. If either of the said
Parties predeceases me, I give the entire sum of QNE
HUNDRID FIFTY THOUS.~ID DOLLARS ($150,000.00) to the
survivor;
Page 3 of 5 Pages
~,;,
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.~~
Y~:.:~!M~.'.
(f) I give the sum of TF1J ~IQ(TSAI~ID D OLLARS ($10, 000.00 )
to MRS • FF~DA HARE, 305 Lincoln Street, Marysville,
Pennsylvania 17053, if she survives me.
(g) I give the sum of TEN THDUSAI~ID DOLLARS ($10,000.00)
to MRS. 1~iIRIAM CASSIDY, 63 Kensington Drive, Camp
Hill, Pennsylvania, if she survives me.
The gifts. made to individuals in this Will are in
remanbrance of their kindness to me.
ITFM V : I give to the BE~IOLENT HOME FUND o f the UNITED
METHODIST HC1~S, Central Pennsylvania Conference, with offices at Room
112, 900 South Arlington Avenue, Harrisburg, Pennsylvania, or its
successors, the scan of FIFi'Y THOUSAI~ID DOLLARS ($50, 000.00) to be used
solely in the area of the said Central Pennsylvania Conference :for the
maintenance of the homes and for the care of the guests as the
Trustees of the said Fund shall determine,
ITEM VI: All the rest, residue and ranaindPS of my estate,
real and Personal and wheresoever situate, I give to the above-named
BII~'Vl3LEi~Tr HO:~ FUDID of the UNITED METHODIST HOMES to be used solely
in the area of the said Central Pennsylvania Conference for the
maintenance of the HQ's and for the care of the guests as the
Trustees of the said fund shall determine.
Page 4 of 5 Pages
,. _ _ _
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DEE~,IT BANK AMID TRUST CQ~1~Ny~
CC11.atitute and appo].nt DAUPHIN
having offices in and around
Harrisburg. Pennsylvania, and TnTTLL.IAM J. MADDEN, JR. , to be the
E~cecutors of my estate. If W'
~1~m J. Madden, Jr., is unable or
unwilling to so act, I appoint LlAUPI$~T DEP05IT BAS p~ TRUST Gp~~y,
Harrisburg, Pennsylvania, to be my sole bcecutor.
~ F, I have hereunto set my hand and seal to
this, my Last Will and Testament, consisting of this and the preceding
f~' (4) pages, at the end of each page of which I have also set my
initials for greater security and better identification this
day of J~ ~.`~f ~(j ~- j 1992.
Page 5 of 5 Pages ~ ,~
Helen G. Crane
We, the undersigned, hereby certify that the for
was signed, sealed, publyched and declared ~~g Will
Testatrix, as and for her Last Will and Testament,, in the presence of
us who, at her request and in her presence and in the presence of each
.other, have hereunto set our hands and seals the day and year above
written, and we certify that at the time of the
said Testatrix was of sound and execution thereof, the
disposing mind and menary
«) Residing at ~ ~ ~G~ J
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Residing at~~%/ ,~ ,'% .r~;%~ ,rryr
(SEAL)
Residing at
' a:r~• '•.''•~Y'^~
,'vw, .
i
County of
We, the undersigned Testatrix and Witnesses, respectively,
whose names are signed to the attached or foregoing instrument, being
duly qualified acccrdinq to law, do depose and declare ~ the
undersigned authority that:
I. The Testatrix signed and executed the instrtanent as the
Testatrix's Last Will and Testament.
2. The Testatrix signed and executed the Will willingly as
the Testatrix's free and voluntary act for the purposes therein
expressed.
3. Each of the Witnesses, in the presence and hearing of
the Testatrix, signed the Will as witnesses.
4. Zb the best of the knowledge of each of the undersigned.
the Testatrix was at the time 18 years of age or older, of sound mind
and under no constraint or undue influence.
Testatr~.x
fitness
o~
("Witness") Witness
Swann or affirmed and subscribed~,to~>before me the
above-named Testator and Witnesses, this o~Y~ day of ,
1992.
No lic ~~
Normal seal (SEAL)
~H~x GAY
luycorrrnisson E~esaa ~o, t9e4
...._ ~x-u'isyhrartia Aazocaoon
__
REVOCABLE LIVING TRUST
by and between
HELEN G. CRANE
Settlor
and
DAUPHIN DEPOSIT BANK AND TRUST COMPANY
TRUSTEE
Dauphin Deposit Bank
and Trust Company
Member FDIC.
1. Helen G. Crane (Settlor) of Camp Hill, PA
hereby transfer to Dauphin Deposit Bank and Trust Company (hereinafter
called the Trustee), a Pennsylvania bank and trust company, the property described in the
attached Schedule, to be held in Trust as follows:
FIRST: Diapositive Provisions For My Benefit-During my lifetime:
A. All of the net income shall be paid to me at least quarterly or shall be paid or accumu-
lated and added to principal, as I may direct in writing;
B. As much of the principal as I may from time to time request in writing shall be paid to
me, or as I may otherwise direct;
C. If, in the Trustee's opinion, I am at any time unable to act or apply the payments to my
own best interest and advantage, the Trustee may apply directly for my benefit as much of
the income and/or principal as the Trustee may, from time to time, deem appropriate for
my welfare, comfort, support or emergency needs and may add to principal as much of
the income as the Trustee deems advisable.
D. Trustee shall keep true and correct books of account, which books of account shall at
all reasonable time be open to the inspection of Settlor or his duly appointed representa-
tive. Trustee shall also quarterly render Settlor a detailed statement showing all receipts
and disbursements on account of the trust estate and the manner and form in which the
trust estate is invested at the time of the rendition of such statement.
SECOND: Dispositive Provisions After My Death- Upon my death while the trust continues,
the Trustee shall pay the then-remaining principal and income to my Executor or Administra-
tor for disposition as part of my estate.
THIRD: Right to Revoke and Amend: I reserve the right to revoke or amend this trust, in whole
or in part, at any time and from time to time by an instrument in writing, delivered to the Trustee
and intended to take effect during my lifetime; except that the duties, powers and liabilities of
the Trustee shall not be changed without its written consent. The Trustee reserves the right, at
any time upon thirty (30) days advance written notice to me, to resign the trust and deliver the
trust estate to me, after deducting therefrom its fees and any expenses then due and payable.
FOURTH: Additions to Trust: Subject to the approval of the Trustee, either I or any other entity
may add property, real and personal, to the principal of this trust.
FIFTH: Trustee's Powers: In addition to the powers granted by law, my Trustee shallrhave the
following discretionary powers, applicable to principal and income, which shall be exercis-
able without leave of court and shall continue until distribution is actually made:
A. To accept and retain any or all property, including stock or other securities of the
Trustee or of a holding company controlling the Trustee;
B. To invest in all forms of property (including, but not by way of limitation, real estate,
all types of stocks, bonds, options, and participations in common trust funds and money
market funds); without being confined to investments prescribed by statute and without
being required to diversify;
C. To buy investments at a premium or discount;
D. To hold property unregistered or in the name of a nominee;
E. To give proxies, both ministerial and discretionary:
F. To compromise claims;
G. To join in any merger, consolidation, reorganization, voting trust plan, or other con-
certed action of security holders, and to delegate discretionary duties with respect
thereto;
H. To borrow from Dauphin Deposit Bank and Trust Company or from others, and to
pledge real or personal property as security therefor; to loan cash or securities upon
such terms and conditions as trustees deem appropriate;
I. To sell at public or private sale for cash or credit or partly for each, to exchange, to im-
prove, or to lease for any period of time, any real or personal property; and to give options
for sales, exchanges, or leases;
J. To allocate an, . operty received or charge incurred to pr.. ,pal or income or partly to
each, without being obliged to apply the usual rules of trust accounting;
K. To distribute in cash or in kind or partly in each;
L To retain any part or all of my business interests held in .this Trust as long as the
Trustee considers it advisable to do so; and to conduct, alone or with others, any such
business in which I am engaged, with all the powers of an owner or with respect thereto,
including the power to delegate discretionary duties to others and to pay adequate com-
pensation to any such person; to invest other property in such business, and to incor-
porate it or change its form.
SIXTH: Compensation: The trustee shall be compensated in accordance with its standard
schedule of charges in effect from time to time during the period of its services, and this com-
pensation shall be paid from principal or income or partly from each in the sole discretion of
the Trustee.
SEVENTH: Non•Assignment: No part of the income or principal of the property held under this
Trust shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or
trustee or receiver in bankruptcy prior to actual receipt thereof. The Trustee shall pay over the
net income and the principal to the persons herein designated, as their interests may appear,
without regard to any attempted anticipation (except as specifically provided in this agree-
ment), pledging or assignment under the Trust, and without .regard to any claim thereto or
attempted levy, attachment, seizure or other process against me.
EIGHTH: Law Governing Trust: This trust is created and accepted in the Commonwealth
of Pennsylvania and shall in all respects be governed by its laws and shall have its situs at
Cumberland County, Pennsylvania.
Executed on ~qv. 3 , 19 Pc ,
NOTE:
Before executing this document you may
want to consult with your Attorney to as-
sure that your wishes are being set forth
accurately and in proper legal form.
WIT ESS:
~' ,, ~ '~ ~ (SEAL)
Settlor
The foregoing trust is hereby accepted.
Executed on January 4 , 19 g 0 .
Dauphin Deposit Bank and Trust Company
BY -_lv .Ito QL i D eJ _
Vice President Band T/rust Officer
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
On this, the 1990
nota 4th day of January , ~}~ ,before me, a
ry public in and for the said Commonwealth and County, personally appeared
Helen G. Crane , known to me (or satisfactoril
name is subscribed to the foregoing Revocable Living Trust and acknow edged that he/she
executed the same for the purposes therein contained.
WITNESS my hand and notarial seal.
of Publi
y Commiss iM aM~ l~OC1L ~
(SEAL) AIM~r,l~wlAe'~,a,~•:i~lets!~lohrf~
REV - 1503 EX + (4-88)
ESTA'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
Helen G. Crane SS# 172-01-9044 04/29/1995 21-95-0367
(Ail grope jointhf-owned with Rlght of Survivorship must be dllaclosed on Schedule F.)
ITEM
NUMBER. DESCRIPTION VALUE AT DATE
OF DEATH
Dauphin De osit B k d
p an an
Trust Company, Trustee Under
Agreement with Helen G.
Crane dated January 3, 1990:
Securities:
1 $25,000 Gettysburg, PA
Municipal Authority College 25,470.06
Revenue Bonds 5.75 due
2/15/99
Accrued Interest
295.49
2 $25,000 Lackawanna County,
PA Bonds Series A 5.1$ due 25,178.31
4/1/97
Accrued Interest
99.17
3 $25,000 Middlesex Township,
PA Municipal Authority 25,031.81
Revenue Bonds 4.7~ due
6/1/96
Accrued Interest
483.06
4 $25,000 Pennsylvania State
Higher Educational 25,625.94
Facilities Authority Revenue
Bonds Dickinson College 5.8$
due 8/1/99
Accrued Interest
354.44
5 $25,000 West Mifflin, PA
Area School District Bonds 25,433.63
5.75$ due 2/15/98
Accrued Interest
295.49
6 2,552 shares American
Telephone & Telegraph Co. 129,434.25
Accrued Dividend
842.16
7 1,728 shares Ameritech Corp.
Accrued Dividend 77,598.00
864.00
(see continuation schedule attached)
Total of Continuation Schedule s) 1,0 6 08.85
TOTAL (Also enter on line 2, Recapitulation) ~ 1, 343 , . 66
(If more space is needed, insert additlonal sheets of same size.)
Copyripht(c)1994form software only CPSystems, Inc.
Form 1500 Schedule B (Rev. 4-88)
Estate of: Helen G. Crane SS# 172-01-9044 04/29/1995
CONTINUATION SCHEDULE
Continuation of Schedule B
ITEM DESCRIPTION
# VALUE AT DATE
OF DEATH
8 1,820 shares Bell Atlantic
Corp. 99,246.88
Accrued Dividend
1,274.00
9 1,247 shares BellSouth Corp.
Accrued Dividend 76.,183.91
860.43
10 1,470 shares Dauphin Deposit
Corp. 35,280.00
11 100 shares General Motors
Corp. 4,484.38
12 4 shares General Motors
Corp. Class H 157.88
13 868 shares International
Paper Co. 66,456.25
14 1,020 shares Nynex Corp.
Accrued Dividend 41,341.88
601.80
15 1,020 shares Pacific Telesis
Group 31,237.50
Accrued Dividend
555.90
16 1,530 shares SBC
Communications Inc. 67,893.75
Accrued Dividend
631.13
17 260 shares UGI Corp.
5,053.75
18 1,020 shares U.S. West Inc
.
Accrued Dividend 41,915.63
545.70
19 47,406 units Dauphin Deposit
Bank and Trust Company 529,996.09
Municipal Bond Fund
Accrued Interest
2,291.99
1,00 ,008.85
" REV-tsoeEx+(z-a73 SCHEDULEE
CASH, BANK DEPOSITS AND
COMMONWEALTH Op PENNSYLVANIA MISCELLANEOUS
INHERITANCE TAX RETURN
_-- - RESIDENT DECEDENT PERSONAL PROPERTY
Helen G. Crane SS# 172-01-9044 04/29/1995 21-95-0367
All p rty Jointly-owned with Right of Survivorship must be disclosed on Schedule Fl
ITEM
NUMBER DESCRIPTION VALUE AT DATE
Dauphin Deposit Bank and OF DEATH
Trust Company, Trustee Under
Agreement With Helen G.
Crane dated January 3, 1990:
Principal:
1 Capital Reserve Account 2,118.00
Accrued Interest
75.74
Income:
2 Capital Reserve Account 15,508.79
Other:
3 Bell Atlantic - Pension
Payment for May and June 1,612.90
4 Bell Atlantic -
Reimbursement of Premium 29.90
5 United Methodist Homes for
the Aging - Refund 270.30
6 Internal Revenue Service -
Refund on 1994 Income Tax 3,539.00
7 Paid Prescriptions - Medical
Reimbursement 165.53
8 Violanda DiRoberto - Cash
not used for the benefit of 138.74
Helen G. Crane
9 PA Blue Shield - Medical
Reimbursement 25.21
Miscellaneous:
10 Jewelry - Sale Price
.. ,. .5.00
TOTAL (Also enter on line 5, Recapitulation) ; 3 , 489.11
(Attach additlonat 8 1/2" x 11" sheets 'rf more space is needed.)
Copyripht(c) 1994 form software only CPSystems, Inc.
Form 1500 Schedule E (Rev. 2-a7)
REV-,s„ Ex + (7-aai SCHEDULE H
FUNERAL EXPENSES,
CDMMONWF,~ALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND
INHERI ANCETAXRETURN
RESIDENT DECEDENT MISCELLANEOUS EXPENSES
ESTATE OF
Helen G. Crane SS# 172-01-9044 04 29 1995
ITEM
NUMBER DESCRIP'T'ION
A• Funeral Expenses:
1 R.J. Romberger & Sons -
Funeral Expense
2 W. Orville Kimmel - Funeral
Service
3 East Harrisburg Cemetery Co. -
Perpetual Care of Lot
No. 70, Section 30
Prltn or Type
FILE NUMBER
21-95-0367
AMOUNT
115.00
4,537.00
10,000.00
4'^Y ~
B• Administrative Costs: , y
t. Personal Representative Commissions Dauphin Deposit Bank and Trust Co . d°~ (34, 000.00
Social Security Number of Personal Representative:
Year Commissions paid
2. Attorney Fees Beckley & Madden 34, 000.00
3. ~ Family Exemption
Claimant 0.00
Relationship
Address of Claimant at decedents death
Street Address
City State ap Code
4. Probate Fees Register of Wills - Cumberland County 690.00
C• Miscellaneous Expenses:
1 Cumberland Law Journal -
Cost of Advertising and 40.00
Proof of Publication
2 Mellon Bank -Reimbursement
of Pension Checks after Date 990.40
of Death
3 Patriot News Company - Cost
of Advertising and Proof of 149.92
Publication
TOTAL Also enter on line 9, R Itulatlon) S 22.32
(If moro space Is needed, Insert additional sheets of same size.)
Copvriaht (c)1994 form software only CPSystems, Inc.
Form f500Schedule H(Rev.7-a8)
' REV- 1512 EX+ (1-93)
SCHEDULEI
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN
RESIDENT DECEDENT MORTGAGE LIABILITIES AND
ESTATE OF "~~w Plaaaa Print of
FILE NUMBER
Helen G. Crane SS# 172-01-9044 04/29/1995 21-95-0367
ITEM
NUMBER DESCRIPTION
1
Dauphin Deposit Bank and AMOUNT
Trust Co. - 1994 Individual 125.00
Income Tax Preparation Fee
2 AARP - Medical Expense
30.00
3 Alert Pharmacy - Medical
Expense Balance Due 1.61
4 Dauphin Deposit Bank and
Trust Co. - Trustee Fee from 919.33
3/27/95 to 4/29/95
5 Cowley Associates -
Physician Service Expense 29.52
6 Sally Miller - Hair Care
27.00
TOTAL (Also enter on line '10, Rec (tulaUon) S 1 132.46
(If more space is needed, insert addftlonal sheets of same size.)
Capyright(c) 1994 form software only CPSystems, Inc.
Form t500Schedule I(Rev, f-93)
' REV-S'$f3EX+ (2-87)
COMMONWEALTH OF PENNSYLVANIA I SCHEDULE J
INHERITANCE TAX RETURN
RESIDENT DECEDENT BENEFICIARIE
Helen G. Crane SS# 172-01-9044 04 29 1995
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY
A. Taxable Bequests:
1 Union Cemetery of Duncannon c/o
Wilmer G. Liddick, Sec.
5 Roseglen Road
Duncannon, PA 17020
2 Mrs. Barbara Casale
1624 Chelsea Place
Williamsport, PA 17701
3 Mrs. Nina Smithson
510 Susan Road
Camp Hill, PA 17011
21-95-0367
I RELATIONSHIP I AMOUNT OR
SHARE OF ESTATE
pecific Bequest
as per Item III
b) - $10,000.00
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Governmental Bequests:
1 Fifth Street United
Methodist Church
P.O. Box 2141
Harrisburg, PA 17105-2141
2 Humane Society of Harrisburg
Area Inc.
7790 Grayson Road
Harrisburg, PA 17111
3 Christ United Methodist
Church
6580 Mifflin Avenue
.Harrisburg, PA 17111
4 Benevolent Home Fund of the
United Methodist Homes
Central PA Conference
Room 112
900 S. Arlington Avenue
Harrisburg, PA-17109
(see continuation schedule attached)
Total of Continuation Schedule(s)
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Rec i1
(If more space is needed, insert additlonal sheets of same size.)
Copyright (c) 1994 form software only CPSystems, Inc.
Friend Specific
Bequest as per
Item IV (a) -
$30,000.00 and
(pi no - previously
disposed of)
Friend pecific Bequest
s per Item IV
(b) - $25,000.00
nd (Christmas
dishes & Snow-
b1o er - previously
disposed ofl
AMOUNT OR
SHARE OF ESTATE
Specific
Bequest as per
Item III (c) -
$100,000.00
Specific
Bequest as per
Item III (d) -
$10,000.00
Specific
Bequest as per
Item III (e) -
$25,000.00
Specific
Bequest as per
Item V -
$50,000.00
_ 815,848.99
S 1,000,848.99
Form 1500 Schedule ~ {Rev.2-87)
r
estate of: Helen G. Crane SS~~ 172-01-9044
CONTINUATION SCHEDULE
Continuation of Schedule J-A
ITEM
~~ NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP
AMOUNT
4 .Mrs. Marion Nipple
511 Susan Road Friend
Specific
Camp Hill, PA 17011 Bequest as per
Item IV (c) -
$25,000.00
5 Mrs. Elizabeth Thomas
219 W. Locust Street Friend
Specific
Mechanicsburg, PA 17055 Bequest as per
Item IV (d) -
$20,000.00
6 Viola DiRoberto
41 Golfview Road Friend
Specific
Camp Hill, PA 17011 Bequest as per
Item IV (e) -
$75,000.00
7 Jennie DiRoberto
41 Golfview Road Friend
Specific
Camp Hill, PA 17011 Bequest as per
Item IV (e) -
$75,000.00
(Typewriter Desk -
previously
disposed of)
8 Mrs. Fredda Hare
305 Lincoln Street Friend
Specific
Marysville, PA 17053 Bequest as per
Item IV (f) -
$10,000.00
9 Mrs. Miriam Cassidy
63 Kensington Drive Friend
Specific
Camp Hill, PA 17011 Bequest as per
Item IV (g)
$10,000.00
Estate of: Helen G. Crane SS# 172-01-9044 04/29/1995
CONTINUATION SCHEDULE
Continuation of Schedule J-B
ITEM DESCRIPTION
# AMOUNT
5 Benevolent Home Fund of the
United Methodist Homes As per Item
Central PA Conference VI - Residue
Room 112 $815,848.99
900 S. Arlington Avenue
Harrisburg, PA 17109 -------------
815,848.99
a ~ R[cV- 5848 EX (1-92)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE Tnx rnvia~nu
SCHEDULE N
SPOUSAL POVERTY CREDIT
AVAILABLE FOR DECEDENTS DYING AFTER 1?J31/tlt~
~~•n•cvr
Helen G. Crane SS# 172-01-9044 04 29 1995 FII-ENUMBER
This schedule must be completed and filed if you checked the spousal poverty credit box on the cover sheet - 95 - 03 6 7
1. Taxable Assets total from line 8 (cover sheet) ,
...................... t. 1,366,503.77
2. Insurance Proceeds on Life of Decedent. .
................................. 2. 0.00
3. Refirement Benefits .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . :~_ n nn
4. Joint Assets with Spouse .
4.
5. PA Lottery Winnings . ,
5.
6a. Other Nontaxable Assets: List (Attach schedule if necessary) . . ,
• ~• 0.00
sb.
6c.
~ 6d. ~
6. SUBTOTAL (Lines sa, b, c, d) . .. ... ,
6.
7. Total Gross Assets (Add lines 1 thru e). ,
7.
8. Total Actual Liabilities . ,
9. Net Value of Estate (Subtract line 8 from line 7) .
If line a is greater than $200,000 -STOP, The estate is
i ...:... ,. . not eligible to claim the credit If
~))
.. . not, continue to Part II.
... _: , ..
Income: ~, .
,
~
R
v.
! Xx
a. Spouse . . . . t. TAXYEAR• 18
92 2• ~
TAX YEAR• 1s 93h
b. Decedern . ...
. 1a.
0.00
2a.
0.00
.................. . .
c. Joirrt. . . . tb. 0.00 2b. 0.00
..............
d. Tax Exempt Income tc. 0.00 2c.
0.00
• • ...
e. Other Income not listed above td 0.00 2d. 0 , 00
.
t. Total.
.. 1a.
0.00
2e.
0 , 00
. , ....
4. Average Joirn Exemption Income Calcutat(on tt. 0.00 2t. 0.00.
4a. Add Joint Exemption Income from above:
1
0.00
0,00
0.00
1,366,503.77
0,00
1,366,503.77
8.
9.
TAX YEAR: 19 94
O,OC
0.00
0.00
0.00
0.00
0.00
(n 0.00 + (2n 0.00 +(3~ 0.00 a 0 , 00
4b. Average Joint Exemption Income . ... ( - 3 )
If line 4(b) is greater than $40,Opp -STOP. The estate is not eligible to claim the credit. If not, continue to Part III. 0.00
,.
~- _.;
.•_ -.
" ~;w
- , _ ,_ .
w ~.=~, .:. ..
1. Insert amount of taxable transfers to spouse or $100,000, whichever is less . .
.................. t. 0.00
2. Multlply by credit percentage (see instructions) .
3. This is the amount of the Resident Spousal Poverty Credit Include this figure 2' 6 .00$
in the calculation of total credits on line 19 of the cover sheet , .
4. For Nonresidents, enter the ratio of the decedent's gross estate in PA to the value of the 3• 0.00
decedent's gross estate . ,
5. Multiply Ifne 3 by line 4 and enter the total here. This is the amount of the Nonresident Spousal 4• 0.00
Poverty Credit. Include this figure in the calculation of total credits on line 19 of the cover sheet.
Copyright (c) 1984 form software only CPSystems, Inc. 5. 0.00
Schedule N (Rev. 1-92)