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Home My WebLink About88-0252 �J� PETITION FOR PROBATE and GRANT OF LETTERS Estate oJ LOIS K. YOUN No. �� -�� —o7So� also known as To: Register of Wills for the Deceased. County of Cumberland in the Social Security No. 1�9-�6- 'j� Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut oY' named in the last will of the above decedent, dated_ Se p t. �, , 19 80 and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent w•as domiciled at death in CumberlaTid County, Pennsylvania, with h er last family or principal residence at �2K Wesley Dri ve, Apartment l, Mechanicsbur�, Pa. i .ower A n Township� (list street, number,Twp. or Boro.) Decedent, then 41 years of age, died _Mareh �, , 19��_, at Mechanicsbur�, P�_ (RPthAnv Vi l 1 �g�►_T nwPr A 1 l �n Townnhi n1 . Except as follows, decedent did not marry,was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death ow•ned property with estimated values as follows: ��,� C'ac�• tl�u (If domiciled in Pa.) All personal property $_ Q— (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: None WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters T e s t ame n t sry (testamentary; administratioa c.t.a.; administration d.b.n.c.t.aJ theron. � °' �Z �j,',�G�'�� ,�-�`"F'� U C y v 'O r. �; Charle s H. o c 2 Wesle Drive �:o A.��rtm�nt 1 ;a Mecha.nicsbur�, Pa. 1'j0��_ � � � � � � OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of etitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will we� uly a ist�r h s ate according to law. Sworn to or affirmed d subscribed �` � ��%'�d - !''��--�-� � before me this 4 � day of �� pr 19 ° � Ma y Lewi Register � *�,-��r� i � _ �i'� _._ �, \ ! — j L�C�� ., ... No. 21 - ss - 252 Estate of Lois x. YOUNG , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW April 4 , 19 88 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) datecL S e�t e;mb e r � 19 8 0 described therein be admitted to"probate and filed of record as the last will of Lois K. Young ; and Letters Testamen�aTY are hereby granted to Ch�rles H. You21� WILL BOOK #106 v ' PAGE 790 ETC. Register of W' s Mary C. Lewis FEES Probate, Letters, Etc. . . . . . .. . . g 12 0. 0 0 J . R ob e r t S t auf f e r Short Certificates(2) . . . . . . . . . . $ 4• �� AT'TORNEY(Su . Ct. I.D. No.) Renunciation $ Market Square �ldg. X-Pa es � � � � � � � �� 8 . 00 Meehanicsbur�, Pa. 17055 g $ ADDRESS TOTAL $ 132. 00 ^�l'j-766-�6'13 Filed ., , , April 4 , 1988 YHONE ; -�.- ..., � �ia:_: ;� `_ LJ:�� r��-. �'-'L� � .. � � • " Letters put in attorneys file in Prothy. on 4-4-88 . If not picked up on 4-5-88 mail the next day. > ;�.�..� ., ♦.;- v ! �'ti� S ... ��..i^ C�4lli' C11C' ItliU��li1:iT,iiti �1�^.� A-t.�t 'ti .. .��i . �(� _, ,�i �..-. ., . Fi` .�t:_. �,) �,. r{i „ �` ,��(� •. .'.I ,. .. � JJr�ll� 1� ��1SP f, .. �l lt:� i.l�t] �('I-Clf!(�.tC �i i�� Su�C i? �!��. 'II;' .- , . , _. . . �- f�' ,� � ,. ,I �.:?li nr i:]',!.�' �IVARMiN�: ft i� i�fe�yal ta r�;��8i<.�,s;Q ;�~� .;.��,• :_,�< ,��s��t��:��i cr ti�o4c�qrap�h. .,; f�rc� fur rlti, cey�iUt-�„te, >"'.0(_i , ��t�4e't�l�`L'+�� i�� w,'�� r� � �9YI� ,,�. . ," � �,�' ``ti�t.,�, �d ., _ ... . .. ..._ _.. /�,�.. ..:� �.'� ' -,t� 0'C_'i�' .il �.�� r r- ��`� uS' �`r� '-y ::.�q� �.�;..;� . r..� �� d ; � e, , '�.�. ,, - .a^ - .r^7 i� 19 2 5 2 5 ��'�� -��.�5�°�� waR � _ _ ___ __- --- - , - 7� °�,�f� „� 9 1988 `�Ti.). i✓.i1//1„>1d p l�;t il COMMONWEALTN OF PENNSYLVANIA DEPARTMENT OF I-IEALTN VITAL RECORDS � CERTIFICATE OF DEATH (Physician) STATE FILE NO. Name of decedent (First) . (Middle) (last) Sex Date ot death(Mo.,Day,Yr.) �. Lois Kirk Young ZFemale 3 3-5-8F3 Race-le.g„White,Black, Age last birth- II under 1 yr. If under t day Date of birth,Mo,Day,Yr State or foreign country of County of birth City,Boro,or Twp.of birth American,luclja��tc.) day 91 Mos. � Days Hours � Min. 6-2-9f butr�,enna Centre Bellefonte 4• Wn 5A. 58. 5C. 6A. 68. Ei(:. 6D. County of death City,Boro,or Twp.of dea[h Hosoital or Institution(If not erther,yioe address) If hosp.o�inst. indicate DOA, �ACumberland 1e L. Allen Twp. �� Bethany Village O�P/ERicn,i{i��I�f��e��rYi r� DecedenYs Mailing Address IStreet or RFD 1 (City or Town) (State) (Zip wde) Marital Status � Survivin9 Spouse(If wife,give maiden oame) d325 Wesle Drive, Mechanicsbur , PA 17055 _ ,, Married ,�. Charles H. Young Citizen of what countryT Was decedent ever in U.S.Armed Porces7 Social Securiry Number Usual Occupaiion(Klnd of work done during most Kind of business or industry � �SA ❑Ves (�No o(workinq life) t�. 1z `X 13 199-36-2272 �QA Housewife 14e N�A Where did �r,�,State Penns lvania Lower All en Y ducedent y Did decedent live 15c.�' Yes,decedent lived in _ township. ac�ually live? �5p �unty Cumberland in a townxhip? 15d.0 No,decedent lived within ar.tual hmits of __._ ��y��,� 15. Fnther's name (Fiistl (Middlel ILast) Mothei';maiden name �Firstl (Mlddle) (Lastl �, �s. Miles A. Kirk n Eva Musser � Informant's name IType or print) Informant's IStrect or RFD Nc.) (City or Town) (State) (Zip Codel Mailing adarest �a,Charles H. Youn ,se. 325 Wesley Drive, Mechanicsburg, PA 17055 Q Buria� �Removal Oate of burial,etr.. Name ot cemetery or crematory Lowtion (City,twro,twpJ (Statel 19A.�Cremat�on []otne, �se. 3-7- ,�. r st Harrisburg Crematory ,so. Harrisburg, PA Signature o(f r irector and lic number � �-7 Name and address of tuneral estabiishment 2�'4. F�_�-u--�� / � � -�-r Myers-Ha11 Funeral Nome, Inc Regis s$i nature Date received by regi rai 1903 Market Street ziA. � �'�-�- zie .3 7 I�� 2oa. Cam Hill� PA 17011 � To�he bes[of my knom-led9e,deatY curred at�he time,date and place and due to '' the causelsl stated. n� E� /V .CjtJvu-C.�.�I"�') � c�e� M D. Sf9nawre or Qi t �2A.andtitle D.O. E a ° Date$igned(Mo.,Day,Yr.� Hour of �O s'� Q Death � A.M. n� 228.� _ � �+ � 22C. � � P.M. °V Name and Address ol Cer[Ificr(Physiciao,Medical Examiner or Cowner)(Print or Type) Name of Attending Physician , 24. 25. 26. IMMEDIATE CAUSE: Enter only one cause per line tor(A)(B)and IC) Interval between onset and death , � ia,i �.e��.ir- lZ��r��t��,l�n.c�_�rc..�.i.�:= _ 1� �.vrn�rn..c.c,�c.-P�.�� Due to,o�as a consequence of: T PART �� Interval between onset and death I Iel ( Due to,or as a consequence of: � �Inie�e�en o�nd duath I ICI � PART 11 Other Significant Conditions-Conditions contributing to death but not related to�use given in Part 1(a) Autopsy' Was case refr.�red to MeAical Ex (/ ��j/ [�Yes aminer or Coronerl `/�� ^ , �_�� - ��'��1'..•``� 27. ❑ No 28. Q Yes ❑No I Acc., uicide,Hom.,Undet.or pate of jury(Mo.,Day,Yr.� Hour of Uescribe how injw y or,curred: Pending Investigalion(Specify) Injury A.M. 29A. 2�JB. 29C. P M. ?E�O. ' n�ury at wor laca o n�ury At ome,farm,street,etr.. lncation St.eec or RFD No.) (City,Boro,or Twp. Statel--M ❑No [�Yes 29E. 29F, 2;�G. �._, --------� I, LOIS K. YOUNG, of Cumberland County, Pennsylvania, do hereby make my last will and testament, revoking all testa- mentary dispositions heretofore made by me. 1 . I give all my estate, real and personal and where- soever situate, to my husband, Charles H. Young , if he survives ne. 2. If rny said husband does not survive me, I give all my said estate as follows : (a) I give to my son, Philip M. Young, Rocky River, Ohio, if he survives me, one-fourth (1�4) of my said estate. (b) I give to my daughter, Evalyn V. Niock, Ocean Pines, Nlaryland, if she survives me, one-fourth (1�4) of my said estate. (c) I give to my son, Charles W. Young, Ooltewah, Tennessee, if he survives me, one-fourth (1�4) of my said estate. (d) I give to my daughter, Jean Y. Morrow, Morris- town, New Jersey, if she survives rne, one-fourth (1�4) of my said estate. 3. If any of my said children do not survive me, I direct as follows : (a) If my son, Philip Ni. Young, predeceases me, I direct that the share of my estate which he would have received had he survived me be divided into as many equal shares as he has children living at the time of my death and deceased children with issue living at the time of my death. I direct that one of the said shares shall be paid to each of his children who has attained the age or twenty-one (21) years, and a proportionate part of one share shall be paid to any issue of a deceased child .��'�� who has attained the age of twenty-one (21) years. If any of the beneficiaries have not attained the age of twenty-one (21) years, I direct that the portion of my estate to which they would have Ueen entitled had they attained the age of twenty-one (21) years shall be paid to my son, Charles W. Young, in trust, to invest and reinvest and add the net income therefrom to principal, the resulting fund to be hereinafter referred to as the "trust fund�� . I direct my Trustee at any time or from time to time, in his sole and ?�ncontrolled discretion, to expend any part or all of the trust fund for the maintenance, support and education of any benefi.ciary for whorn the fund is held. I authorize my Trustee to rnake dis- tribution of the trust fund either directly to the beneficiary for whom it is held, or to any other party for the beneficiary� s benefit, and the receipt of the party selected to receive said funds shall be a sufficient acquittance. 6Vhen the party for �vhom the fund is held in trust attains the age of twenty-one (21 ) years, the balance of the fund shall be paid to him; and if any beneficiary has not attained the age of twenty-one (21) years, the balance of the fund shall be paid to his heirs at law. (b) If my son, Charles VJ. Young, predeceases me, I direct that the share of my estate which he would have received had he survived me be divided into as many equal shares as he has sons living at the time of my death and deceased sons with issue living at the time of my death. I direct that one of the said shares shall be paid to each of his sons who has attained the age of twenty-one (21) years, and a proportionate part of one share shall be paid to any issue of a deceased son who has attained the age of twenty-one (21) years. If any of the beneficiaries have not 2. ��,,��;� , .. ..�.. attained the age of twenty-one (21 ) years, I direct that the portion of my estate to which they would have been entitled had they attained the age of twen�y-one (21) years shall be paid to my son, Philip M. Young or his nominee, in trust, to invest and reinvest and add the net income therefrom to principal, the resulting fund to be hereinafter referred to as the "trust fund" . I direct my Trustee at any time or from time to time, in his sole and uncontrolled discretion, to expend any part or all of the trust fund for the maintenance, support and education of any beneficiary for whom the fund is held. I authorize my Trustee to make distribution of the trust fund either directly to the beneficiary for whom it is held, or to any other party for the beneficiary's benefit, and the receipt of the party selected to receive said funds shall be a sufficient acquittance. When the party for whom the fund is held in trust attains the age of twenty- one (21) years, the balance of the fund shall be paid to him; and if any beneficiary has not attained the age of twenty-one (21) years, the balance of the fund shall be paid to his heirs at law. (c) If my daughter, Evalyn V. Mock, predeceases me, I give the share of my estate which she would have received to her daughter, Lyn G. Paymer, or if she too has predeceased me, I direct the share of my estate which she would have received had she survived me be distributed� in equal shares� to my children� Philip M. Young� Jean Y. Morrow and Charles W. Young, if living at the time of my death. If Philip M. Young or Charles W. Young shall have predeceased me, the share of my estate which Evalyn V. Mock would have received if living shall be divided and distributed to Philip M. Young and Charles W. Young, as provided in Paragraphs 3. � :�R_�,r-,� .. .; r;;� 3(�) and 3(b) . (d) If my daughter, Jean Y. ATorrow, does not survive me, I give to her daughter, Sarah M. t�allace, one-third (1�3) of the share of my estate which my said daughter would have received had she survived rne. The said Sarah I�I. ti�lallace, her spouse and her childen, shall not be entitled, under any circumstances, under any interpretation of this will or under the laws of int�stacy, to any other assets of my will. If my daughter, Jean Y. Morrow, does not survive me, I direct that the remaining two-thirds (2�3) of the share of my estate which she would have received had she survived me, or all of the said share if her daughter, Sarah N't. Wallace, has also predeceased me, shall be distributed, in equal shares, to my children, Evalyn V. Mock, Philip M. Young and Charles t�+T. Young, if liv�_ng at the time of my deatYi. If any of the last-rnentioned three children shall have predeceased me, the said share of the fund shall be distributed �_n the same manner as provided in Paragraphs 3(a) , (b) and (c) hereof. (e) If any of my children shall predecease me and leave no issue survivir�g me, I direct that the share of my estate which the said child would have received had he or she survived me shall be added to the share of the children survivinc� me, including the share of surviving issue of a deceased child, subject to all the terms and conditions pertaining to the gift to them hereinbefore set forth, particularly the lim�tation of the gift to Sarah M. tN'allace, her spouse and her children herein set forth. 4. I norninate, constitute and aPpoint ny husband, Charles H. Young, to be my Executor. In the event my husband is unable or unwilling to so act, I nominate, constitute and appoint Philip i�1. 4. ;;;�,� Young and Charles W. Young to be my Executors. If either Philip M. Young or Charles W. Young is unable or unwilling to so act, I appoint the survivor to be my Fxecutor. I direct that any party acting as my Executor or Trustee , even though not a resident of the Commonwealth of Pennsylvania, shall not be required to file any bond or security as a pre�e�uisite to acting in that capacity. IN WITNESS WHEREOF, I have hereunto set my hand and seal rzf to this my last will and testament this �� " day of =��'�'��'�t�:°�'�, 1980. Signed, sealed, published and declared by the above-named Lois K. Young, as and for her last will and testarnent in the presence of us who, at her re- /' quest and in her presence and -�C �-i� � rr-�>-..c- (SEAL) in the presence of each other, have hereunto subscribed our names as witnesses this �r� day of �epte��6�r , 1980. �__._ � ��r• u�l-L`z-0.� � ,, � � , �� WILLI� J. NIADDEN, JR. , ES�?UIRE 240 North Third Street Harrisburg, Pennsylvania S. ' '*?�.� 21 – 88 – 252 / ,. REGISTER OF WILLS OF r COUNTY OATH OF SUBSCRIBING W NESS , coaicil (each) a subscribing witness the will pre�sented herewith, (each) being duly qualified according to law, depose(s) and say(s) that '� present and saw , ,. , the testat , sign the saine and that signed as a witness at the request of testat in tL_ presence and(in the presence of each other) (in the presence of the other subscribing witness(es)). ', �`',e Sworn to or af�ii�med and subscribed before _ `"� me this day of (Name) 19 _ (Addtess) �. Register � (Name) � (Address) �-_REGTSTER OF WILLS OF � COUNTY ` OATH OF NON-SUBSCRIBING WITNESS . _ �. -,: :: �,_ � �:; _ _t;;_ �_ �.:�-:� - � _,_ �� r , (each)„a subscriber hereto, ( ch) bei duly qualified according to law, depose(s) and say(s) that � _ familiar with the signature of �,,,.�.5 , ��— testat�.� of (one of the subscribing witnesses to) the will presente erewit and -ee�iei�— that believes the signature on the will is in the handwriting of testat�r-�x b ie es the signature of the will presented herewith and that _ codicil believes the signature on the will is in the handwriting of to the best of knowledge and belief. � .� Sworn to or affirmed and subscribed before C��'L -L-� G � �?-z:��'t�, me this 4th day of , (Name) '� 19 , � 32 ��- J Y, �on�r.sb�nc ��_ ( dr � ry . Lewis Register (Name) �• /70��- ( dress) �-;��a-� w e.. K�� „--.�—....._.�...._... ,_.;�_.:.�...,.�,�.._.�.,...,_.,,_...�.�..�T ,T,..._�.� .�..�,:.. ...�._.._.�. .w._. _......�,�.._._.::.._....,._..�� ...._._. _,_, , �NO. ��r��t'�- .� , C�?lUk11lIC?I�It�ItEALTH C�F' REt�1Pt'�YL1/�►1�IIA �' x� t3�PAR�`M�NT t7�F RPiI�NE�E � �Ev.,,va�x tia-ga�' t3F�1CtA�RECEIP�' +R �E1VN�rYLVANIA�i�[H�RITANCE''AMb ESTATE TAX ACN RECEIVED FROM: C, H. Yotang � ASSESSMENT � AMOUNT CONTROL NUMBER lf�� $7363 u B�3 J. Rob�3�:t 5tauffe�, Esc�. Ma,rke� Squa:+-Q Bui].ding Mech�nicsb�rg, P� 17U5a - FOID HERE FOLD HERE- ESTATE INFORMATION: � FILE NUMBER 2?.--$�3"2J2 � NAME OF DECEDENT (LAST) (FIRST) (MI) YOL1T7 T�tJ 1.£'a K� � DATE OF PAYMENT , Ma 3 3�988 , � POSTMARK DATE COU NTY C Z2fTib#3�:'�.dfld DATE OF DEATH �ar�h �' �`g�� TOTAL AMOUNT PAID _57�� ,�3� REMARKS F�. S E A L ,.,,- ;' t 1 RECEIVED BY l ✓ �`�`.�/ GNA RE '” REGISTER OF WILLS � Inventory of the real and personal estate of LOIS K. YOUNG deceased ( 1) $20,OOO.flO - 7-1/8� GMAC Bonds, due 1990. $ 19825 00 ( 2� $10,004.00 - 5� Southern Railway Bond, due 1994. ?912 0 � 3) 32� shares of common stock of A. T. & T. Co. 9220 00 (4) 600 sh�.res of common stock of American Water Works Co. 933? 50 (5) 450 shares of common stock of Bell South Corporation. 18056 25 (6} 600 shares of capital gtock of Dauphin Deposit Bank and Trust Co. 18675 00 ( 7) 300 shar�s of common stock of Southwest Bell Corporation. 11325 00 ( 8) 200 shares of common stock of U. S. West Corporation. 10987 50 ( 9) 200 shares of Travelers Insurance Co. 7 7 00 1i2813 75 �. ;�_ ,-.. _,�- - �` -:_- 4i�.._ � -.�j. � COMMONWEALTH OF PENNSYLVANIA �� ss: COUNTY OF CUMBERLAND f Charles H. Young being duly sWOY'ri according to law, deposes and says that he is �he EXeCutOY' of the Estate of Lois K. YOu21� late of Low�r Allen Township , Cumberland County, Pa., deceased and that the within is an inventory made by Charle s H. Young _____ _ ., the said Execu�or of the entire estate of said decedent, consisting of all +he personal proparfy and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. � � / / SWOY`21 and subscribed before me, � ��fZ �_J �}�� t�.� . Ezeculor - ]�( May � �q 88 �'��'��"`� �`'��`�� e��'—�'�� 325 Westley Drive, Apt. 1 My Camnission Expires September 21, 1991 Mechanicsburg, Pa. 17055 _ Addross Da+e of Death 5�h March 1988 Day Mon+h Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed wi4hin +hirty days of discovery of additional assets. 3. Additional sheets may be a+tached as +o personalty or realty 4. $ee Article IV, Fiduciaries Act of 1949. � � � � � l/� � � H I— w � ,mn 1 � W Q ~ � � O� �i-1 m O � ,W � � � w Q � Qi O.. � � * � � Z � � t+ .� � Q � i Z � o � � ' +� � Z a v � � Z W Q � �, � � � o H� ° � a O�� , � � o • } � — o ti ! ai � U ii m REv-i50o EX+ (2-87) 1 �� - �C.- � �"-=�-%� FILE NUIYlBER INHERITANCE TAX RETURN � �� RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA (TO BE FILED IN DUPLICATE ��,�+V�"'252 DEPARTMENTOFREVENUE WITH REGISTER OF WILLS) POST OFFICE BOX 8327 HnRRISBURG,PA 17105-83D COUNTY CODE YEAR NUMBER � DECEDENT'S NAME(LAST,FIRST,AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS o YOUNG, Lois K. 32� Westley Drive, Apt. 1 V SOCIAL SEGURITY NUMBER DATE OF DEATH DATE OF BIRTH M�chanicsburg, PA• 1705� � 199-36-�272 3/5/�8 �� 2 Y Cumberland co�� W r 1. Original Return ❑ 2. Supplemental Return ❑ 3. Remainder Return Y ay (for dates of death prior to 12-13-82) W au ❑ 4. Limited Estate ❑ 4a. Future Interest Compromise ❑ 5. Federal Estate Tax V�0 (for dates of death after 12-12-82) Return Re quired a00 � 6. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust �8. Total Number of Safe Deposit Boxes Q (Attach copy of Will) (Attach copy of Trust) ALL C41tt��S�Pi7�hi�ENGE�NC��C��IFI1�E�tilALl TA4�C lN�Rl�1�'1Q�1 SH�UE.i�B� Di�t��'��3�tt3: � H NAME COMPLETE MAILING ADDRESS N Z � c J. Robert Stauffer, Atty. Market Square Bldg. � � TELEPHONE NUMBER Mechanicsburg, Pa• 17055 v a 717 ?66-9673 1. Real Estate ($chedule A) ( 1) _ �� 2. Srocks and Bonds (Schedule B) ( 2) 11.��2��T.r_��i9 3. Closely Held $tock/Parinership Interest (Schedule C) ( 3) 0•Q� 4. Mortgages and Notes Receivable (Schedule D) ( 4) �.d� 5. Cash, Bank Deposits&Miscellaneous Personal Property( 5) c �3 6.26 ZO (Schedule E) Q 6. Jointly Owned Property (Schedule F) ( 6) �� 7. Transfers (Schedule G) (Schedule L) ( 7) 2��837�G�4 ~ ��l � Q8. Total Gross Assets (total lines 1-7) ( 8) 134�� • 9_ W 9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9) 1�•QS � Expenses (Schedule H) 10. Debts, Mortgage Liabilities, liens (Schedule I) (1Q) �rOO 11. Total Deductions (total lines 9 & 10) (11) ___ �13�-�'�_ 12. Net Value of Estate (line 8 minus line 11) (12) _ 1�9s�9�+8�_ 13. Charitable and Govemmental Bequests (Schedule J) (13) �•�0 14. Net Value Subject to Tax (line 12 minus line 13) (�4) 129,190�85 15. Amount of line 14 taxoble at 6% rate (15) 129,190e$5 x .06 = ?)7��-��5_ (Include values from Schedule K or Schedule M.) 16. Amount of line 14 taxable at 15% rate (16) ��0 x .15 = O�� (Include values from Schedule K or Schedule M.) 0 17. Principal tax due(Add tax from line 15 and from line 16.) (17) ?�?�1'•�,�.5 � r18. Credits Prior Payments Disc unt InteresT � o.00 + 3�7.57 _ o.00 (18) 387.57 O 19. If line 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT. (19) ��_ X �❑ - - - . . • -. . . - . . . - . � 20. If line 17 is greater tha� line 18, enter the difference on line 20•This•is the TAX DUE. (20) 7 f 36��88_ A.Enter the interest on the balance due on line 20A. (20A) 0�� B. Enter the total of line 20 and 20A on line 208. This is the BALANCE DUE. (20B) 7 s 3b3•88 Make Check Payable to: Register of Wills, Agent ' a��!+-8�SU#t�'Ct3 A��1�R ALL C�ttEST1t'�AJ��[�'�i��It��A:Na'��? R��H�CK!4!A'��t��iw Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative is based on all.information of which preparer h s any knowledge. SIGN E PERSON ,SPONSIBL OR FILI RETURN ADDRE55 DATE � 325 Wesley Drive , Apt. 1 � � 7 55 � ,��- � �" - -�`� Mechanie�bur , Pa. 1 0 ,3 SI R O EPARER OTH TH RVY SENTATIVE ADDRESS Marke t Square g• �AT� '/' L L� ( Mechaniesbur Pa. 170�5 PLEASE ANSWER THE FOLLOWING QUESTIONS'BY PLACING A CHECK MARK (✓) IN THE APPROPRIATE BLOC1�5. � YES NO 1 . Did decedent make a transfer. and$ . a. retain the use or income of the property transferred, ....................................... b. retain the right to designate who shall use the property transferred or its income, c. retain a reversionary inter�st or .................................................................... ✓ ,d. receive the promise for life of either payments, benefits or care? ....................... 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 tdeath without receiving adequate consideration? ................................................. 3.' Did decedent own an 'in trust for' bank account at his or her death?...................... �'� ' ` IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. � . r r:-; ._._ _ t„ _-- ._ _ � REV-1503 EX+(4-86) � -�,�` SCHEDULE B COMMONWEALTH Of PENNSYLVANIA STOCKS AND BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER LOIS K. YOUNG ESTATE 21�88-252 (All property jointly-owned with Right of Survivorship rnust be disciosed on Schedule F.) ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �� $20,000.00 - 7-1/8/ GMAC Bond, due 1990. $ 19,825.00 Tnterest accrued to 3/,�/88. 37�-•�9 2. $10,000.00 - 5% Southern Railway Bond, due 1991�• 7,912. 0 Snterest accrued to 3/5/88. 89.�5 3• 320 shares of common stock of A. T. & T. Co. , at $28.812 per share. 9,220.00 1�. 600 shares of common stock of American Water Works Co. , at $15.562 per share, 9,337•5� 5• 450 shares of common stock of Bel1 South Corporation, at $�.0.125 per share. 18,056.2� 6. 600 shares of capital stock of Dauphin Deposit Corporation at $31.125 per share . 18,675.00 7. 300 shares of common stock of Southwest Bell Corpora tion, at $37.75 per share. 11,325.00 8. 200 shares of common stock of U. S. West Corporation, a� $54•937 Per share. 10,987•5� 9. 200 shares of common s tock of Travelers Insurance Co. , at $37.375 P�r share. ?�475•Oo NOTE All of above securities were held in a custodia aecount by The First Bank and Trust Company, Main and Market Sts . , Mechanicsbur�, Pa. TOTAL (Also enter on line 2, Recapitulation) $ �-13 f 2??��9 (If more space is needed, insert additional sheets of same size.) � . RE�,S°BEx` ,"`°, � SCHEDULE E �.�` � CASH, BANK DEPOSITS AND COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT Please Print or Type ESTATE OF FILE NUMBER LOSS K. YOUAtG 21-88-252 (All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION VALUE AT NUMBER DATE OF DEATH 1. The First Bank and Trust Company of Mechanicsburg Pa. , balanee of funds from custodial account for Lois K. Young. $ 386.26 TOTAL (Also enter on line 5, Recapituiation) $ 386•26 (Attach additional 8Yz" x 11" sheets if more space is needed.) REV-�1510 EX+ (7-83) COMMONWEALTHOFPENNSYLVANIA SCHEDULE ��G�� INHERITANCE TAX RETURN RESIDENT DECEDENT TRANSFERS I ESTATE OF FILE NUMBER LOIS K. YOUNG 21-88�252 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. - ITEM TOTAL VALUE DECD. DOLLAR VALUE NUM�ER DESCRIP710N OF PROPERTY EXCLUSION OF ASSET % OF DECEDENT'S INT. INTEREST 1. 200 shares of common stock of Baltimore Gas & Electric Co. , at $31.1�06 per share . Transferred ta decedent� s husband, C . H. Young on 2/9/�8, 000.00 6,2bo.o l00% $ 3,280.00 2. �5,000 .00 8-5/&� U. S. Treasury Bond due il/i5/88. Transferred to deceden�� s son, Phillip M. Young OI1 8�1.4.�87• �0�s�� 5��9�� 1.��io 2�090.�� 3. $10,000.00 9�o U. S. Treasury Bond due 8/15/8�. Transferred to joint account of decedent and her husband, C. H. Young at Dauphin Deposit Bank and Trust Company on 2/1.8/8$. 0.00 10,118.7 10�;; 10,11$.75 Interest accrued to 3/5/88. 0.00 7.8 100� 7.83 4. $�,000,00 11-5/9% U. S. Treasur,y Bond dus 9/33188. Tranaferred to �oint account of decedent and her husband, C. H. Young at Dauphit� Deposit Bank and Trust Company on /I9/88. 0.00 5,120.0 lo� �,120.00 Interest accrued to 3/5/88. 0,00 220,6 100?0 22�.66 TOTAL(Also enter on line 7, Recapitulation) $ 20 f�37�� (If more space is needed insert additional sheeh of same size.J . REV-1511 EX+ (5-85) �CM�D��6 „H„ FUNERAL EXPEfdSES, COMMONWEALTH OF PENNSYLVANIA ADMINISTRATfV� COSTS AN� IN RESI ENTED�EDENTRN MISCELLAId�OUS EXPENSES please Print or Type ESTATE OF FILE NUMBER LOIS K. YOUPIG 21-88-252 ITEM DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: 1• Myera/Ha11 Funeral Hom�, Camp Hill, Pennsylvania, funeral expenses. $ 1,200.00 B. Administrative Costs: ' 1. Personal Representative Commissions _ _ Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees J. Robert Stauffer, Esq. , attorney� s fee. 7�0.00 3. Family Exemption 2�000�00 Claimant Ch9.z'les H. YOU.t1� Relationship HL13�b&T1C1 Address of Claimant at decedent's death Street Address � Wesley Drive, Apartment 1 C;ry Mechanicsbur� State_P_�,� Zip Code 17055 4. Probate Fees RG�;�3tEY' of Wi11s of Cumberland County, Penn� sylvania, Letters Testamentary. 132.00 C. Miscellaneous Expenses: �. Cuetara Manument Co. , Cle�,rfield, Pa. , cemetery monu- rnent. 400.00 2. Travel expenses incurred from Harrisburg to Clearfield to se2ect and arrange for cemeterg monument and setting. 68.18 3. Travel expenses from Harrisburg to Clearfie�].d, March 9 and 10, 19��, meals; lod�in� for funeral arrangement ; eonference with minister; arranging for fun�ral flowe s; arranging to have date of death inscribed on munumen ; attending funeral and burial services in Clearfield« 329.00 TOTAL (Also enter on line 9, Recapitulation) $ Carried. Forward (If more space is needed, insert additional sheets of same size) . PAGE - 2 REV-1511 EX+ (5-85) SCHEDULE "H" FUNER�►L EXPfNSES, COMMONWEALTH OF PENNSYLdANIA ADMINISTRATfVE COSTS AND IN RE51 ENTED CEDENTRN MISC�LLAfdE0U5 EXPEPISES PIBCSe Print or Type ESTATE OF FILF PIUMBER LOTS K. YOUNG 21-88-252 ITEM DESCR1PTtON AMOUNT NUMBER A. FuneralExpenses: 1. B. Administrative Costs: l. Personal Representative Commissions _ _ Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees 3. Family Exemption Claimant Relationship Address of Claimant at decedent's death Street Address City State Zip Code 4. Probate Fees C. Miscetlaneous Expenses: x. 4. Blackers Florist, Clearfield, Pa. , flowers for aervice st cemetery. $ 45.00 5. Cuetar�.-Hill Memorial Center, Clearfield, Pa., cuttin date of death on cemetery marker. 55,►00 6. Regist�r of Wills, ei�ht ( 8) short cer�ificates. 16.00 7. Betha.ny Village, altar flowers for Bethany Village Chapel Memorial Services held March 13, 1988. 13.50 8. The First Bank and Trus t Company of Mechan icsburg, Pa , final fee for handling custodial account. 286.�.0 9. Register of Wills, filing Pennsylvania lnh�ritanc� Ta 1 .00 TOTAL (Also enter on line 9, Recapitulation) $ 5��1��$ (If more space is needed, insert additional sheefs of same size) pAGE ^ 2 . � REV-1513 EX+ �a-ea� � '�`s��`�'� SCHEDUi.E J .;;;>.4. COMMONWEAITH OF VENNSYIVANIA BE N E FI C IARI ES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER L�IS K. YOUNG 21-�38-252 ITEM NAME AND ADDRE55 OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequests: �. Charles H. Young Husband Entire Estate 32� Wesley Drive Apartment ]. Mechanicsburg, Pa. 1705,� ITEM NAME AND ADDRE55 OF BENEFIClARY AMOUNT OR NUMBER SHARE OF ESTATE B. Charitable and Governmental Bequests: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $ (If more space is needed, insert additional sheets of same size) r REV-1547 EX (12-87) I � 'ii COMMONWEALTH OF PENNSYLVANIA � �� NOTICE OF INHERITANCE TAX n DEPARTMENT Of REVENUE AppRAiSEMENT, ALLOWANCE OR DISALLOWANCE ACN 101 ��i BUftEAU OF INDIVIDUAL TAXES v P.o. aox eaz� ` OF DEDUCTIQNS, AND ASSESSMENT OF TAX HARRISBURG, PA 17705-8327 DATE O -Z�I-B ESTATE OF YOUNG LOIS K FILE N0. 21 88-0252 DATE OF DEATH 03-05-88 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT". REMIT PAYMENT TO: J ROBERT STAUFFER ATTY REGISTER OF WILLS MARKET SQ BLDG CUMBERLAND CO COURT HOUSE MECHANICSBURG PA 17055 CARLISLE, PA 17013 Amount Remitted CUT ALONG THIS LINE _ _ _ �_ RETAIN_LOWER PORTION FOR YOUR RECORDS ` - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REV-1547 EX (12-87) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF YOUNG LOIS K FILE N0.21 88-0252 ACN 101 DATE 06-27-88 TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A} ( 1) .00 2. Stocks and Bonds (Schedule B> ( 2) 113,277.5��-� � 3. Closely Held Stock/Partnership Interest (Schedute C) ( 3) .00 � � - 4. Mortgages/Notes Receivabie (Schedule D) ( 4) .00- ---- '` 5. Cash/Bank Depesits/Misc. Personal Property (Schedule E) t 5) 386.26- " 6. Jointly Owned Property (Schedule F) ( 6) -00 7. Transfers tScheduie G) ( 7) 20,837.24 8. Total Assets ( 8) - 134,501.09 APPROVED DEDUCTIONS AND �XEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule H) ( 9) 5,310.08 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 1 1. Total Deductions (1 1) 5,310.24 12. Net Value of Tax Return (12) 129,190.85 13. Charitabie/Governmental Bequests (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 129�190.85 NOTE: If an assessment was issued previousty, lines 14, 15 ancl/or 16 and 17 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6% rate f 15) 129,190.85 X.06= 7,751.45 16. Amount of line 14 taxable at 15% rate (16) .00 X.15= .00 1 7. Principal Tax Due (17) 7,751.45 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (-) 05-03-88 365521 387.57 7,363.88 TOTAL TAX CREDIT '7 '7 1.4 BALANCE OF TAX DUE .00 INTEREST .00 * IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION TOTAL DUE .00 OF ADDITIONAL INTEREST (IF BALANCE DUE IS LESS THAN S 7 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED) v �. REGISTER OF WILLS OF CUMBERLAND COUNTY REPORT OF STATUS OF ADiVIIHISTRATION (For Resident Decedents Dying After July 1, 1984) ESTATE NO. 21- 8& 2 2 Name of Decedent: LO T S K. YOUNG Social Security Account No.: 199-36-2272 Date of Death: March 5, 1q88 Name of Personal Representative(s): Charles H. Young Capncity Executor R Administrator c.t.a. (check one) Administrator Administrator d.b.n. Is the administration of the estate complete? Yes x No If "yes", how was the administration ended? (check one) By court accounting By account stated to parties in interest Did the parties release the personal representative? Other (explain) Executor is sole heir-at-law and le�atee of subject decedent and has made distribution of net prOCP.eds of estate �o himself. Estate is settled. Total amount paid to date to creditors and for funeral and $��6� _l2 administrative expense Includes payment of Pennsyl- vania lnheritance Tax due, in full. Total value of distributions to date to beneficiaries $ 121,826.97 If administration is not complete, estimated value of assets $ 0.00 still in administration NOTE: This status report is due no later than the due date fur filing the Pennsylvania Inheritance Tag fteturn or, if no Inheritance Tax Return is required, nine (9) months after the date of death; if the administration of the estate has not been concluded, a summary report shall be filed annually thereafter until the administration is complete. I certify under penalty of perjury that the foregoing information is correct to the best of knowledge, informa�ion and belie . Date , 19 88 �v • ,� v , ��a:��e � � rney for Estate �,. This report must be signed by the personal representative, or one of them when more than one, or by counsel for the estate. ,�