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HomeMy WebLinkAbout88-0255 PETITION FOR PROBATE and GRANT OF LETTERS � � Estate oj �RGARET ANT1 WILLI,AMS No. �f —L;� _._,��� also known as To: Register of Wills for the Deceased. County of CUtiIBERLAND � �� SocialSecurityNo. ]65-26-545h Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petidoner(s), who is/are 18 years of age or older an the execut o r s �� in the last wil}of the sbove decedent,dated .Tanuarv 19 19.5�_ and codicil(s) dated (atau rdevant cinvmstanas,e.g.reaunciarion.death of executor,ac.) Decendent was domiciled at death in Cumberland County,Pennsylvania,with h er last fainily or principal residence at�6 No r t h R t h S r r P P t� Lemovne PA 1704� (list strxt,number and munciPelitY) Decendent, then �� � rlarch 22 19 88_, years of age, died gt 3:15 A.M. Except as follows,dccedent did not marry,was not divorced and did not have a child born or adopted after a�ecution of the will offered for probate;was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated va�ues as follows: (If domiciled in Pa.) All personai property . � 3 0,o 0 0.0 0 (If not domiciled ig Pa.) Personal property in Peansylvania $ (If not domiciled in Pa.) Personal property in Couaty s Value of real estate in Pennsylvania $ 60,000.00 SituSted eS follows: _ 56 North &th Street T�PmC�ey��P; PA 17nQ� WHEREFORE, petitioner(s) respectfully request(s) the probate of the tast w�l and codicil(s) presented herewith and the grant of lette_rs Testamentarv (testameatary;administration c.�a;administration d.b.n.c.t.a.) ' theroa. � iaes Johnson l - /� �r _ �. / � � �� Dauphin Deposit Bank and Trust Companyl -C��= � a� 213 Market Street ' �o Harrisburs�. PA 171�1 � �� John R. Williams, III _ r�- �� y � i i �°; 1105 Hamilton Street �� � ° Richmond, VA 23221 � � �n OATH OF PERSONAL REPRESENTATIVE � COMM011f WTALTH OF PENNSYLVANIA t �� COUNTY OF CUMBERLAND f The petitioner(s)abovo-named swe,ar(s)or affirm(s)that the statements in the foregoing petidon are true and conect to the best of the knowledge and belief of petitioner(s)and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly ' the estate according to law. , ,, _ . Swom to or affirmed and subscribed � �--' ��_� 1 '� �, before me this 2 3 RD �y of �,�_���� � � �`'�R 19 e � i` C. L S Register y j � _ �� � � �- i �� 1 � ;���_� _ NO. 21 - 88 - 255 �wS�A�C Of �'RGARET ANN GIILLIAMS , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW Ap r i 1 5 , 19 8� - in consideration of the petition on the reverse side hereof, satisfactory proof having bcen presented before me, TT IS DECREED that the instrument(s) daf� Tan��arv 19 1959 described therein be admitted to�robate and filed of rxord as the last will of � Margaret Ann ��illiams • . �d �� Testamentarv 2te heieby gt8nted to Dauphin Depos�t Bank and Trust Company "and John R. ��lilliams TII WILL BOOK #106 • PAGE 8 0 3 Repater of . D�ARY C . LEWIS FEFS - PrObAte, Letttis, EtC. ........, f 10 0. 0 0 Rob er t L. Myer s, I I I ShOrt Certificates(� ) .....,.... S 12 . 0 0 A'i'i'ORNEY(Sup.t�.I.D.No.) Renun On ............... 4341� Carlisle Pike, Camp Hill, PA 17011 ----X—P�aqes' S � � wDDREss TOTAL �, 114 . 00 �� ....APRIL..5�..1988............. 761-4708 - PHONB l;.; _ r c_ r- �-- oc=� i% i Called bank on 4-5=88. ') . . _ .- �'�A�� � ,+R.� i � . p � Tlii; i5 t�� cerdly rhat the informatio❑ here gi�er� is c���r�r_tiy co�i��d rr�om an ��riginal certificite ot de�rh duly filed wirh me as I.�,cil Re�isrcaE. The c�ri�;inal �ertificare will be Eurwarded to the Statc Vital Recurds Office for perinanei�t filing, WARNING: It is illegal to duplicafe this copy by photostat or photograph. Fee for rhis cer-cificate, �+2.00 ,i�''"����jH Of � � ��,tip� pFtiy�,`_ 1, ,v - � ���i��r: 1_<;�s� tz ��srr�r c 93 :o�' � '- a; `c9 � �s''\ a* *i �. `-p�,�9� P~y,11,,` r 12 6111 ' 9TMfN�oF��;,,�°''� `� �.����-���� , --- ------- ,,,,,,,,,,,,,,n - , No. Date ; ._ COMMONWEALTH OF PENNSV lVAN1A DEPARTMENT OF HEALTH I VITAL RECORDS ' CERTIFICATE OF DEATH �! . . . .. . . . .-.-. (PhySiC18►1) STATE FILE NO. Name of decedent (Firstl le) !/���• 2 x�"'� Date of death(Mo.. aV�� / �� l. � � r �I' Race-(e. . e Aqe I�st bir � If under 1 yr. If under 1 day Dan ff�ir}fy�lo,D+V.V� State or f gn ountry of County of birth C' ,or Twp. btrth � l/L� i i Ame n ao,et .) daY Mos. � Days Houn � Mi�. birth j 4. 5A. 58. 5C. ` 6B. �. p } County eath City,B o,or Twp.of death NosoitaL o Institution(lf n ei[her,give address) If ho , r inst.ind' �e DOA, I � OP/ , � inpa � I )A. � 78. 7C. % i Decedgr�yj Mai ng A rozs �o�l (CitY o n (State) (Zip e ri al atus Surviving Spouse Ilf wife,give aiden name) , v T �1. ! ,o. , �'� Citizen oi what country? Was decedent ever in .S.Armed force ial Security Numbei Usu�l cupation i d ol work done du�ing m st Kiod of business or in stry� A ' �Ves �No � �j/�� of inglifel ,� _ ,, ,z. .. , Where did ��.$rote Did decedent live 15c.� Ves,decedent lived in township. �i decedent � xwalty Uvet �5b.County in a townshlp? 15d.� No,decedem lived withm�ctual limits of city or 6oro. i 15. j Father's name ( �rstl (Mid lel (LasU � Mother's m iden ame (First (Middle 1Last) I ,' 16. 17, � � I Informmt's �IStre t RfD No. itV or Townl atel IZip e) i Inlorma s n e fType or intl � � � , /+�� ilin � . �. // 9 ; '�itS✓ BB. i Burial �Remowl Date oi urial,etc. � Na o cem �y or cre atory Location ( y,boro, pJ «I � 19A. [�Crcmation pi r �� i Signawre ot fu dir t lice umber � —� Narce a .ess n lishment ; ; F�— a0A V ���� �"" Registrar's � ure Date received by�egistrar '� /7e v i / ; �,A. � Z,a.3_�� –�� zoB. ) � To the beu o(my knowledy ,dea cwr. t the G ,date and pla�z md due to � > �he wuseltl stated. °°± M.O. ! $�r $ignature �� � 42A.and�itle daG D.O. r E w� Daie Signed(Mo., y,`�r.l Hour of ,�` _v ' t4 Y� Death /- A.M. I m� 228. � � P.M. j T2C. ! Name of �ding PAysician � � me an dress o Certilier IPhysician,Medical Ex �ner o�Coroner)(Print or Type) �- _ . .. ' 14. � 1 . ^ � 25. � 76. IMMED�ATE CAUSE: Enter onlY one r i�for A)(8)and(C Interval between onset and death � � ' A��—.�� ' � �A� �A2n�� /�c�Lr�otir l9 S ! Due to,o�as a conseQumce ol�. �Imerwl between onset and death � { PART n(L(��C�: � i � �e� ��J� S7A�� C��(G.CS!'�U� �/9��/AL—��-i ( Due to,or as a consequence ol: Interval between onset and death 1 I 1 � ICI � Other Signiliant Co��tions-Conditions contributing to death but not related to wuu given in Part I(a) Autopsy Was case raferred to Medical Ex� . PART II �Yes aminer or Coroner? � Q��� ��(�,(,(�� 27, No 28. ❑Yes ❑No _ , ��a' I If Acc., uicide,Hom.,Uodet.or Date ol In�ury(Nb..Day,Yr.) Hour ot Describe how injury occurred: � -.. Inbr A.M. Pendmg investi9ation(SpeclfV) I V P M � 29A. 288. 2SC. 29D. � n�ury at work ce o n�ury At ome,larm,ttreet,etc. Loauon trat or D No. Ciry,Boro,or Twp. State) ' ful �N�� `���J Ve� 7U1, 7O(i. � � 1 LAST WILL AND TESTAMENT OF MARGARET ANN WILLIAMS I , MARGARET ANN WILLIAMS , �f 56 North �ighth Street , in the Borough of Lemoyne , County of Cumberland , and State of Pennsylvania , hereby make , publish , and declare this to be my last Will and Testa_ ment , revoking any and all former wills by me at any time heretofore made � l. I direct my Executors hereinafter named to pay my �ust debts and funeral expenses as soon after my decease as conveniently may be , 2 . It is my wish and desire that after my death there shall be no viewing of my body. 3 . Should I own an automobile at the time of my death, I give and bequeath such au�omobile to my daughter , Margaret E . Williams , of 56 North Eighth Street , Lemoyne , Pennsylvania. 4. I give , bequeath and devise all of my estate , real or personal, unto Margaret �, Williams , of 56 North Eighth Street , Lemoyne , Pennsqlvania ; Barbara Ann Williams Mellott , of 622 Hummel Avenue , Lemoyne , Pennsylvania ; John Russell Williams , III , of 717 Hamilton Avenue , Williamsburg , Virginia ; Mary Kathryn Williams of 56 North Eighth Street , Lemoyne , Pennsylvania; and Virginia Hope Williams of 56 North Eighth Street , Lemoyne , Pennsylvania ; share and share alike , 5 . I name , constitute and appoint John Russell Williams , ITI , to be the Testamentary Guardian of all real and personal property passing by reason of my death to a minor or otherwise incompetent person . 6 , I nominate and appoint John Russell Williams , III , and The Lemoyne Trust Company , of Lem�yne , Pennsylvania , to be the ( 1 ) _ . ,,ti .e ✓A i� Executors of this , my Will. IN WITNESS WHEREOF � I have hereunto set my hand and seal this 19th day of January A , D. 1959 . � ��1 0_,,. �e.��" �-vt..,,� ll� '-�-� ;-._�ti�=J �S E A L) . Signed , sealed , published and declared by the above_named Testatrix , as and for her last Will and Testament , in the presence of us , who , at her request , in her presence , and in the presence of each other have hereunto set our hands asr,�tbscribing witnesses . �.� i �. / r,�''A _ r.----� � � l) ;_�, r ;� �.�.� ,�.-�.,�--�,r..f�`'. ��� �, - ,-f,,� ;��. 21 — 88 — 255 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Robert L. Myers III, _ � x�#� (a�a subscribing witness to the will presented herewith, �s� bein dul g y qualified according to law, d �jose(s) and say(s) that h was present and saw �`__���r�"�`-�'� ���i �f(�l 1a-�u.� the testat rix , sign the same and that he signed as a witness at the rcyucst of �estat���_ in er presence and (}����������p}�;� ��n the presence of the other subscribing witness�. , .-� Sworn to or affirmed and subscribed before �� - ��' /LZ� i+� me this 31st __ __ day of (Name) r- 19_88 2300 Market Street Camp Hi11, Pa 17011 �� � �� (Address) Y ��EWI Register (Name) (Address) REGISTER OF WILLS OF �U�BERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS --_ __ ELLIS A. PIPER , (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that HE IS familiar with the signature of �RGARET ANN t•VILLIAMS ��� testa[rix uf (�����X��������� the will presented herewith and �i� that _ HE be(ieves the signature on the wilt is in the handwriting of �� MARGARET ANN WILLIAMS to the best of__ H'I�__ knowledge and belief. �y �' Sworn to or af'firm//ed a d,subscribed before ��� G� � "�.. ine this _`7��`/ day of _ ' ' N 19 88 .�C � ��`�'G�� ,.j�ameJ ,L i. � �� ,>>�'�j , _— l`,.�� J � � � (AddressJ MA Y C. L EW I S Register (Name) (Address) - , , �__"�:� ....._......^.,._.�.�-..._,M.._..,�._...._.s.t:.�.._.�.-.-..�-._-..,..__, -�-�-���.: - ,..�:.._..___._ .� ._. �. __.�� ____ _- �" CC�MMK?NINEALI'H OF PEN�tSYLVAN�A �: �NO. �����r'4��iie'' Lt�PARTh�1�NT iOF REYEt+lU6 ' t *'�' r x�v.>>v��x t�2.a6� t3�F1C1�4L FLECEIPT +� PETtitNSYl�IARtlA INHEF2{TANCE�;ND�STA�'E'TA�f � .,� r ACN RECEIVED FROM: � ASSESSMENT � CONTROL ' AMOUNT NUMBER ��u�hin T�,p���.t �an� 3 tl� ��5 7 .:�'� T��� I�e�a,-�mant P» �« BQ� 2961 I��r.r�.�bu.��r, PA 3.7145 - FOLD HERE FOLD HERE ESTATE INFORMATION: � FILE NUMBER � NAME OF DE�EDENT (LAST) (FIRST) (MI) R ,,, � DATE OF PAYMENT i � POSTMARK DATE COUNTY DATE OF DEATH REMARKS ����� ������8 � TOTAL AMOUNT PAID ��� . SEAL " ; , , ,,.. 1 i . RECEIVED BY `�� r ' . (' . , ; i ` NA�- ` "" : t�,., jr i REGISTER OF WIILS _ _�._,:-_..,.,...;.,--,.�_.;.,�___,�:�._._,.� ��o. �,�����'�: +��'J31�IiNlt?A1VIlEA�.TH O� PENN�►YLVAi+I��A �' A�PARTMEhIT O�REYENIJE � .,�, � aEv.,,v�ex t,z.sb� ���1CtAL R�C�tFt ir PENl��YLVAWIA�I�HERITAIUCE ANt�ES�ATL TAX RECEIVED FROM: � ACN r70�'1Il R. W�,�,;����� I�� ASSESSMENT � CONTROL ' AMOUNT NUMBER ��uphxn Depos�.t Bank �n� " r�nn qp Trust Dep�rtment 213 M�ket Strea+� Ha�risburc�, PA 17�.01 - FOlD HERF � FOLD HERE- ESTATE INFORMATION: � FILE NUMBER � NAME OF DECEDENT (LAST) (FIRST) MI ( ) � DATE OF PAYMENT � POSTMARK DAT �OUNTY DATE OF DEATH REMARKS � TOTAL AMOUNT PAID �3$O(� ('�{} SEAL ,, �_ f , �` � RECEIVED BY g �It. � 'r j IGNATURE � '� REGISTER OF WILIS ...._._,_....�..� ...� ` ._.._ _.__ _._._ _____.,_._ ,..._,,_.__ —,,�. ._._, ,.___.___._ . FINANCIA�SEHVICES � Dauphin Deposit �an� Qiv�sion� and Trust Company MARGARET A. WILLIAMS, CO—EX � O O 6 O 7 � ACCOUNTNO. AMOUNT DATE ��1304917007 $757.39 December 21, 1988 PAID REGISTER OF WILLS, AGENT -- BALANCE OF PA INHERITANCE TAX R , PLEASE DETACH AND RETAIN THIS VOUCHER � / 'J�U '_'��1�7 , �!LEo� DE� aa� i9b'�° RE\+-1500 EX+ C8-83j' • � � - /�� .� � I INHERITANCE TAX RETURN COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENT DEPARTMENT OFREVENUE BUREAPOOBEOXAMIZ ATION (TO BE FILED IN DUPLICATE 21-88-255 HARRISBURG,PA 17105 WITH REGISTER OF WILLS) FILE NUMBER Z DECEDENT'S NAME(LAST,FIRST,AND MIDDLE INI7IAL) DECEDENT'S ADDRESS o WILLIAMS, MARGARET A. 56 North 8th Street V SOCIAL SECURITY NUMBER DATE OF DEATH Lemoyne, PL� 17043 0 165-26-5456 3/22/gg - -,-____ _ c,,,,, Cumberland � y �1. Original Retvrn ❑ 2. Su lemental Return u�W Y PP ❑ 3. Remoinder Return =�Q� �4. Life Estate ❑ 4a. Future Interest Compromise ❑ 5. Federal Estate Tax V d ap Return Required � ❑6. Decedent died testate Q ❑ 7. Decedent maintained a living trust _8. Total Number of safe deposit boxes __ (Attach copy of Will) (Attach copy of trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRE TED TO: Z NAME �o Wes Johnson Dauphin Deposit Bank & Trust Company �Z TELEPHONE NUMBER P• O. BOX 2961 ud 717-255-2172 Harrisburg, PA 17105 - CITY STATE ZIP 1. Real Estate (Schedule A) ( �� 69,000.00 2. Stocks and Bonds (Schedule B) � 2) 5,712.00 3. Closely Held Stock/Partnership Interest (Schedule C) ( 3) 4. Mortgages and Notes Receivable (Schedule D) ( 4) 5. Cash Bank Deposits&Miscellnneous Personal Property( 5) 15,060.83 Z (Schedule E) O � 6. Jointly Owned Property (Schedule F) ( 6� 20,995.76 F 7. Transfers (Schedule G) (Schedule L) ( 7) Q 8. Total Gross Assets (total lines 1-7) ( 8) 110,768.59 � 9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9) 26�282•38 Expenses �Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 5,196.45 11. Total Deductions (total lines 9& 10) (��) _ 31,478.83 12. Net Value of Estote (line 8 minus line 11) (12) 79,289.76 13. Charitable and Governmental Bequests (Schedule J) (�g) _ 14. Net Value subjed to tax (line 12 minus line 13) (14) 79,289.76 15. Amount of line 14 taxable at 6% rate (15) 79,289.76 x .06- 4,757.39 (include values from Schedule K or Schedule M) 16. Amount of line 14 taxable at 159fo rate (16) x .15 = (include values from Schedule K or Schedule M) Z� 17. Principal tax due (add tax From line 15 plus tax from line 16) (17) 4,757.39 Q18. Total Prior payments: Amount Paid Discount Interest � 3,800.00 + 200.00 _ (�g) 4,000.00 O 19. If line 18 is greater thon line 17, enter the difference on line 19. This is the OVERPAYMENT. (19) V A. ❑Check here if you are requesting a refund of your overpayment. a 20. If line 17 is greater than line 18, enter the difference on line 20. This is the BALANCE DUE. (2p) �57.39 r A. Enter the interest on the balance due on line 20A. (20A) B. Enter the total of line 20 and 20A on line 20B. (20B) Mak�Cheek Payoble to: R�gi:f�r of Wills, Agenf ��►BE SURE TO ANSWER ALL�UESTIONS ON REVERSE SIDE AND TO RECHECK MATH«« 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,c rract and complete. I declare that all real estate has been reported at true market value. Declqrmion of preparer other than the personal representative is base II information of which preparer hos any knowledge. Dauj�Yllri DepOS'lt Bank & T ust Co. - Wes Johnson f�--� P.O. Box 2961, Harrisburg, PA 171r05 �� 1�^ �,� 51 NATURE OF PER N RESPONSIBLE FOR FILING RETURN ADDRESS DATE J « ,�.�-�--E.�- _ 77f 1105-B Hamilton St. , Richmond, VA 23221 j a _,�„Z _ �� � J9'hn R. Williams, l� _._ ____-__ SIGNATURE Of PREPARER OTHER THAN REPRESENTAiIVE ADDRESS DATE � YES NO 1 . Did decedent make a transfer and: a. retain the use or income of the property transferred, X b. retain the right to designate who shall use the property transferred or its income, X c. retain a reversionary interest or X d. receive the promise for life of either payments, benefits or care? X -------------------------------------------------------------------------------------------------------------------------- ---- ---- 2. If death occurred on or before December 12, 1982, did decedent within two years X preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? -------------------------------------------------------------------------------------------------------------------------- ----- ----- 3. Did decedent own an 'in trust for' bank account at his or her death? X ------------------------------------------------------------------------------------------------------------- IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. REV-1502 EX+ (12-85) � I I ��'�,`��� � SCHEDULE A ' COMMONWE/.LTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT --- --- - --- -- - --- -- --- --- - ---- - ---- --- ----- -- ____ ESTATE OF FILE N�IMBER MARGARET ANN WILLIAMS 21-88-255 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F)All real estate should be reported at fair market value which is defined as the price at which property would be exchanged between a will7ng buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. ITEM � DESCRIPTION � VALUE AT DATE NUMBER I OF DEATH �� Residence located at 56 North 8th Street, Lemoyne, PA -- A single, two story house, more fully described in Cumberland County Deed Book "X", Volume 13, Page 347 -- Sale Price $69,000.00 I i I � I f � - TOTAL (Also enter on line l, Recapitulation) $ 69�D00.00 (If more space is needed, insert additional sheets of same size.) REV-1503 EX-F(9-81) • COMMONWEALTH OF PENNSYLVANIA SCHEDULE "B" INHERITANCE TAX RETURN STOCKS AND BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER MARGARET A. WILLIAMS 21-88-255 (All property Jointly-owned with Right of Survivorship must be disclosed on Schedule"F") ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 112 Shares Westinghouse Corporation, Common 5,712.00 TOTAL (Also enter on line 2, Recapitulation) $ 5,712.00 (If more space is needed insert additional sheets of same size) REV-1508EX+ ,2_e�, SCHEDULE E CASH, BANK DEPOSITS AND COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS INHRESID NTEDKEDENTRN PERSONAL PROPERTY Please Print or Type ESTATE OF FILE NUMBER MARGARET A. WILLIAMS 21-88-255 (All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION VALUE AT NUMBER DATE OF DEATH 1. Great Western Bank Savings Account 4�008-282993-5 5,021.28 2. Accrued Interest on Great Western Bank Savings Account 62.98 3. PA Blue Shield - Claim Payment 540.96 4. Commercial Union Insurance Company - Return of premium 138.00 5. American Family Publishers - Cancelled Subscription Refund 22.79 6. Time, Inc. - People's Magazine Subscription Refund 45.51 7. Triangle Publications,Inc. - TV Guide Refund 47.92 8. Michigan Bulb Company - Cancelled Order Refund 2.98 9. AARP Membership - Cancellation Refund 6.32 10. Rodale Press, Inc. - Cancelled Subscription Refund 8.00 11. Sammons Communications - Cable Subscription Refund 5.23 12. Reader's Digest Assoc. - Cancelled Subscription Refund 5.81 13. R. Harpster & C. Johnson - Adjustment on 1988 County and Boro Real Estate Taxes from 11/18/88 to 12/31/88 31.13 14. R. Harpster & C. Johnson - Adjustment for 1988-89 School Real Estate Taxes from 11/18/88 to 6/30/89 313.07 MISCELLANEOUS: l. Received from Thomas Mellott - Proceeds from sale of piano and mirror 75.00 2. 1986 Nissan Sentra Sedan - Appraised Value 6,100.00 3. Wimer's Auction House - Proceeds from sale of personal property 2,633.85 TOTAL (Also enter on line 5, Recapitulation) $ 15,060.83 (Attach additional 8Ys" x 11" sheets if more space is needed.) REV�1509 E%+�3-86; COMMONWEALTH OF PENNSYLVANIA SCH EDU LE F INHERITANCETAXRETURN �pINTLY-aWNED PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER MARGARET ANN WILLIAMS 21-88-255 Joint tenant(s): NAME ADDRESS RELATIONSHIP TO DECEDENT A`• Virginia W. Brady 5171 Stallion Circle Daughter Huntington Beach, CA 92649 g_ John R. Williams, III 1105-B Hamilton Street Son Richmond, VA 23221 �, Margaret Tuzzo R.D. 1�4, Box 4409 Daughter Duncannon, PA 17020 Joi�tly-owned property: LETTER DATE ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF NUMBE ,IOINT OF ASSET /o INT. DECEDENT S INTEREST TENANT �OINT 1. A,B 6/13/5 Defense Activities Federal $ 869.73 33 1/ � $ 289.91 Credit Union Share Account ��1084WI � 2. C 12/3/76 Dauphin Deposit Bank & Trust 20,638.16 100� 20,638.16* Company Checking Account 4�90 53 93 5 3. C 12/3/76 Accrued Interest on 67.69 100� 67.69 Checking Account *Da ghter, argaret Tuzzo, renounced her interest n the above c eckin account. TOTAL (Also enter on line 6, Recapitulation) $ 20,995.76 (If more space is needed insert additional sheets of same size) REV-1511 EX+ ,a-eb,� � SCHEDULE H � „�J S3 n�.;t�,>� FUNERAL EXPENSES, _.,..�: ,� COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND INHERIIANCE TAX RE?URN MISCELLANEOUS EXPENSES RESIDENT DECEDENT Please Print or Type ESTATE OF FILE NUMBER MARGARET A. WILLIAMS 21-88-255 ITEM DESCRIPTION AMOUNT NUMBER A. FuneralExpenses: �� Neill Funeral Home - Funeral Expense 2,934.10 John R. Williams, III, Co-Executor B. Administrative Costs: SS��190-26-6929 5,416.98 1. Personal Representative Commissions Dauphin Deposit Bank & Trust Comp an Social Security Number of Personal Representative: 23 19 38833 5,416.98 Year Commissions paid 2. Attorney Fees Robert L. Myers, III 5,416.98 3. Family Exemption Claimant Relationship Address of Claimant at decedent's death Street Address City _State Zip Code 4. Probate Fees C. Miscellaneous Expenses: �• 3/30/88 — Cumberland Law Journal — Advertising and Proof of Publication 30.00 2. 3/31/88 - Cumberland County Register of Wills - Cost of Probate and Short Certificates 114.00 3. 4/28/88 - Patriot-News Company - Advertising and Proof of Publication 113.50 4. 5/16/88 - Witmer's Auction House - Commission on sale of household effects 893.30 5. 5/26/88 - Witmer's Auction House - Commission on sale of household effects 28.54 6. 5/27/88 - Cumberland County Register of Wills - 2 Short Certificates 4.00 TOTAL (Also enter on line 9, Recapitulation) $ CONTINUED (If more space is needed, insert additional sheets of same size) ESTATE OF MARGARET A. WILLIAMS FILE NUMBER 21-88-255 SCHEDULE "H" (Continued) PAGE 2 7. S/31/88 - Lester G. Connor - Appraisal of real estate $ 200.00 8. 11/21/88 - Professional Abstract - IRS 1099 Reporting Fee on sale of real estate 10.00 9. 11/21/88 - Bowers Pest Control - Termite Inspection 30.00 10. 11/21/88 - Recorder of Deeds - Realty Transfer Tax 690.00 11. 11/21/88 - Natalie McCorken - Notary Fee 4.00 12. 11/21/88 - Century 21 - Brennamen Associates - Co-Broker Commission on sale of real estate 2,390.00 13. 11/21/88 - Coldwell Banker/MGM - Co-Broker Commission on sale of real estate 2,440.00 14. Reserve for Filing Account 150.00 $26,282.38 REV-1512 EX+ (7_g3) COMMONWEALTH OF PENNSYI.VANIA SCHEDULE "I" INHERITANCE TAX RETURN DEBTS OF DECEDENT, RESIDENT DECEDENT MORTGAGE LIABILITIES, AND LIENS ESTATE OF FILE NUMBER MARGARET A. WILLIAMS 21-88-255 ITEM NUMBER DESCRIPTION AMOUNT � 3/30/88 - PP&L - Electric Service 25.48 2. 3/30/88 - Sammons Cable Service 10.51 3. 3/30/88 - Bell of PA - Phone Service 32.81 4. 4/04/88 - Kitzmiller's, Inc. - Payment for installation of shingle roof 1,930.00 5. 4/06/88 - C. S. Willis & Sons, Inc. - Fuel Oil Bill 271.97 6. 4/11/88 - Robert J. Mandel, M.D. - Physician Service 23.00 7. 4/15/88 - Daniel J. Barret - Removal of trash & debris 250.00 8. 4/27/88 - Bell of PA - Final phone bill 100.18 9. 5/02/88 - Robert J. Mandel, M.D. - Physician Service 35.00 10. 5/03/88 - PP&L - Electric Service 21.19 11. 5/06/88 - Herbert Soller, M.D. - Physician Service 103.60 12. 5/09/88 - David L. Sitlinger - Cutting Grass 15.00 13. 5/11/88 - Borough of Lemoyne - Sewage & Garbage Collection 47.00 14. S/11/88 - American Water Company - Water usage 19.78 15. 5/12/88 - Cumberland Family Practice - Physician services 786.00 16. 5/17/88 - Seaboard Surety - Indemnity Bond for replacement of lost stock certificate 30.66 17. 5/19/88 - David L. Sitlinger - Cutting grass 15.00 18. 5/20/88 - PP&L - Electric Service 7.47 19. 5/24/88 - A. Z. Ritzman & Associates - Physician Services 3.40 20. 5/25/88 - David L. Sitlinger - Cutting grass 15.00 21. 5/27/88 - Treeman Tree Service - Removal of brush & debris 320.00 22. 6/09/88 - David L. Sitlinger - Cutting Grass 15.00 23. 6/17/88 - David L. Sitlinger - Cutting Grass 15.00 24. 6/21/88 - PP&L - Electric Service 5.21 25. 6/27/88 - Moffitt, Pease & Lim Associates - Physician service 9.60 26. 7/19/88 - PP&L - Electric Service 4.85 27. 7/25/88 - American Water Company - Water usage 34.21 28. 7/27/88 - Borough of Lemoyne - Sewage and garbage collection 47.00 29. 8/11/88 - David L. Sitlinger - Cutting grass 15.00 30. 8/17/88 - PP&L - Electric Service 4.69 31. 8/26/88 - James M. Hosey, Tax Collector - 1988 West Shore School District Tax 501.30 32. 8/26/88 - James M. Hosey, Tax Collector - 1988 Real Estate Tax 258.54 33. 8/30/88 - David L. Sitlinger - Cutting Grass 15.00 34. 9/07/88 - David L. Sitlinger - Cutting Grass 15.00 35. 9/15/88 - David L. Sitlinger - Cutting Grass 15.00 36. 9/20/88 - PP&L - Electric Service 6.26 37. 10/14/88 - David L. Sitlinger - Cutting Grass 15.00 38. 10/21/88 - PP&L - Electric Service 5.73 39. 10/26/88 - American Water Company - Water usage 31.00 40. 11/O1/88 - Borough of Lemoyne - Sewage and Garbage Collection 57.20 41. 11/17/88 - PP&L - Electric Service 6.26 42. 11/21/88 - Borough of Lemoyne - Final sewer bill 40.80 ��• 11/28/88 - PP&L - Electric Service Final Bill 2.00 12/05/88 - Robert L. Myes, III - Purolator Courier Char e 1 . TOTAL (Also enter on line 10, Recapitulation) � 5,196.45 (If more space is needed insert additional sheets of same size) eev-tst3 ex+ �2-e�� I �,�``� SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BE N E FI C IARI ES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MARGARET ANN WILLIAMS 21-88-255 ITEM NAME AND ADDRESS OF BENEPICIARY RELATIONSHIP AMOUNT OR NUMBER SHARF OF ESTATE A. Taxable Bequests: �• JOHN R. WILLIAMS, III Son 20� of Residue 1105-B Hamilton Street Richmond, VA 23221 2. Margaret A. Tuzzo Daughter 20� of Residue R.D. ��4, Box 4409 Duncannon, PA 17020 3. Mary K. �ietrich Daughter 20� of Residue 775 Pen Shell Drive Sanibel, FL 33957 4. Virginia H. Brady Daughter 20� of Residue 5171 Stallion Circle Huntington Beach, CA 92649 5. Barbara A. Mellott - Daughter (Deceased) Thomas D. Mellott- 1112 Columbus Avenue ��8 Grandson 10� Laura K. Mellott Lemoyne, PA 17043 Granddaughter 10� 420 Illinois Street - ��R El Segundo, CA 90245 ITEM NAME AND ADDRESS OF BENEFICIARY 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) � - Dauphin Deposit Bank and Trust Company MAIN OFFICE: 213 MARKET STREET, HARHISBURG, PENNSYLVANIA 17105 717 2552121 April 7th 1988 Wes Johnson � 213 Market Street Harrisburg, Pa. 17105 RE : Margaret Williams March 22nd 1988 DOD Attn: Wes Johnson Dear Mr. Johnson: In regards to the above mentioned, we submit the following information as of the date of death: Checking �690538935 opened 12/3/76 balance $20 , 638 . 16 i:tPrest $67 . 69 joint with Mrs . Margaret Tuzzo . If we can be of any further assistance , please do not hesitate to contact us. Very truly yours , - ��� ,�` ,f� ���c, Doris J . � nterline Asst Operation Officer DJE/bw � �..,D ST {�r�s s bo o /C ; , -�--� G�AT WESTERN BANK �:� � �x :$� .� �, � � � D C� -�2$2 � q 3-5 : �: � `:� , „��`. VOUR ACCOUNT NUMBER R����,NCE FORWARD DATE WITHDRAWAL INTEREST DEPOSIT BALANCE _ �� _ �. ��' �3�"?:�R�? :,�.�, ���'�3.�b ����� ��� � `'�!�!��i�`l ,:_�.?�` �k:� 5��t��,�� �o�,,�� x:'�� ����'►r��7 ��.'?8 Stt�3?,?h 4���0 ?���,��� �?.�8 WE.'.� 5f�JLt.�� �!¢��� � ���- _�;� c� c7 � 1�Q g� ct �� _:,�:E, , .•1 :r.��_ . 0,9, �?��P�? h?.�? 1��� 5 f�C!.�� C�a�g� . �; o��rt'�7 �3.�? �i�;;4��S t�����t � �;. ,., ���E�'��7 �3.b7 W!!� ���?: .�9 Oqq�'q �3"'A���'1 �2.�� �'� 5 t��'d.2� 4'���9 Y, �3"!AR�� +5C.9� WK� 5�4?f.2'� �?�'}^ ., `�"�0 74 _?�: ._ ±d,�� y - 4,�+3�. ��,��� �� ��Q���� �,n?`.74 t�a�!�� 4.4�? �b4�'= � ?�''�T •'_'����n, IT 4A�' F���! � �LE���1�� S�RVI'�G Y�L! � ��: ��� � � f �,� . . . • . . � " ��_ _ � � � � £��.; ' � ;� ': ���,: ¢ ;� � � �. � E- ��� � �: �� � � :, � �'' { '"a y. Fi � � ��� � _ I�I c �i� �u ' � � " � � � ,��. � �.. �. : �„�. ;� � � ¢ � ' .� � a: :} � ` � � ' �� � �� p��.- � �" ,_ _ .,� ./ - �� q � � _ LAST WZLL AND TESTAMENT i� � � OF. MARGARET ANN WILLIAMS � i 4 � I, MARGARET ANN WILLIAMS, of 56 North Eighth Street, in the � Borough of Lemo�ne, Coaat9 of Cumherlaad, aad St.ate of Pennsylvacia, hCrcby make, pabZish, aad declare this to be mp Last Will and Testa_ mant, revoking. aay aad all Eormer a�Ils. by me a� any time here#oforr madr� Z� t dir�.ct my SaecTstors hereinafter aa�ed to pap my just � debts aad funeral eapens.es; as sooa after mp decease a.s coavcniently : � � . may be. 2.. It is mp rcish. aad desi=e thgt aftcr mp death there shaii ' hr nc v�earia� of my body� . � 3� S�otsLd: L ovra aa au.tomobile at thr tiae of my� dcath,. L g?,vc . ;;� ��;, aad beqnaath snei� a�ttome.bila to �y daaghter,. Margarct E,. Williams, a,i :^, �; +��, of 56 NoatlL Sig2ttl= Street,, Le�o7a�,. Peaasp�Ivaaia. � : , �� 4� L &�4Cr treqneatlt aad. devis�"aIL of my estate, reaT or M' f persoaalT aa:to Margar�t H� Williams, of 56 North Eightk Street, ti s; _ "-�' ; Lemo.pnr,. Peansy�l�vaaia; ffa=bara. Aaa Willia�s Mtllott, of 62Z HummtY �� � Avenue, LeaoynQ, Peaasplvaaia; Joisa Anssrl'I WiLliams., III, o£ �:,'. � ��'� ' �` ." � TLT Fiaaiitoa Avenac WilLia�sbur Pi ia.ia• Mar Katk � '.. , ... . s �r �� r � � I'�II. W11�.13�5 `� � of SFr Nort2s Bighth Stre�t,. Leaopac, Feaasylvaaiar, and Pirgiaia Hop� W_illiams af 56 Nerth Eighth Straeet, Lemogne, Peaasplvani'a; share aad share alike. 5. L aame, constitute aaQ appoiat ,jQha RusseTl Wiilia�s, IZI, to br thc Testameatarp G�sardiaa. of bLi re.al and persoaal prope=t4 � ' psssia& bp rsasaa a£ my deattt ta a �faor ar othcswise incompeteat t � p�rsoa� • 6� I nomiaate and appoiat joha Russell Williams, III, and The Lemoynr'Trust Coapany, of Lemoyne, Panasylvan�ia, to be thr C 1 ) $ �� � --- .�.�__. _ , ;s_ -�, , i j -.- � -- _..�: � ,, � . _ � °� � _--� �, .�. ...�..� � �, .,- �°' ��� Exeeutors oE this, my «iil. IN WZTNESS WHEREOF, I have hrreunto set my hand�:'and sea.l �� this 19th dap of January A. D. 1959. � .�'�1 s...�:`..:t ��.�..., l�. �.�:__�,.� CSEAL) � Sigae�:r sealedf pmblssksed aad deciared bp trhr above._named Testatris� a� aad. £ar her Last WiLL aad Ttstameat, in thc gresence of us, who, �t kser rcqnestr in her g=esenct, aad ia the p=eseac� _ of. eac� ather have htrcttato- set oar haads as�.y.bscribiag: �xitaesaes. _ !/ ' �,�� . ' / /�� /� � ��� I , , r / ! - `��..�.� � �.�.�.. ( � - � - �. ._ . � _ . ; � � �.�...7 � . . � � K �. � ' `.:~��. '� -- --- _'----., < '_ __..eTwreuruT _-.•�••- �� - � . �� CUMBr'�2LAND FAMILY PRACTICE �tt� j� ; �� Jonathan B. Tocks, M.D. (cr�y�..�` , 4470 valley Road p� � � K Enola, PA 17025 `��� N.o, . (717) 732—t3883 �n % ��% � �`'`� ' ' .. .,..� � .. �J .� ` r �f �.e�- 31 z z(ssr _ j Margaret Williams • ? 56 N, 8th Strest j Lemoyne, PA 17043 H��: 737-7139 M L ' � . E . , DATt FAMII.Y OSiC1lt/TION Cf�ARai CRtDITi CUR!ltNT f MtM�tR ►VMT'! AO . �ALANCi � BALANCE FORWARD —� � 2� �;►�d h � .�u�� ,- � - J .. ' . J 1 - '� _ — � �a �1 v l� - o — , Z� - z � � �� 2� �y - v -.�-I 31�1 ' � � _ ;�3 1a� `�~�-s�� � � - - ; , -5 � `6 • _ r �v Sy — , -, ` �:� :-�.i D�.sii a11i.-31� ayc — '�$b �� ' � � � �� � p � . - � '� fhe�, �n '�.c. � , � \`�t..... V� `� �!' L,c ; -� •�� � �, C � '��r � ; �afNuard BusiMw SYst�s Ine. ��Mv u�st wro�Nf i»�m�,wMet ee�uw� ��! REFEA TO THE COMMUNICATION FORM YOU RECEiVED IN THE OFFICE �� �� FaR A COMPI.ETE DESCRIPTtON OF PAOFESSiONAL SERVICES. � CPX—Campl�t�PHysiql INS—lnsura�u ROii—ReeNwa on ACeount � ER—£mer9sneY Room I.A9—l�bontory RX—M�tllntlon EX—£xart�inatton NC—fVo Ch�rq� 5—Surqe►y NC—Hospltsl Gr� OV—Office vislt SIG—Sigmoltlostopy HV—Mous�vhlt PN—I��atal UR—Url�alysls I N,!-1 n J�etfon rF+�c��s�flPY OF YOUR ACCOUNT AS IT APPEAFiS ON YOUR IEDGER CARO. � � 3501 DERRY STREET 3401 MARKET STREET - CAMP HILL, PA 17011 - HARRISBURG. PA 1711� (717) 737-8726 (7i7)564-2633 STEPHEN J.WILSBACH. F.D. F`[jNERAI, HOME INC. �� L. NEILL.JR. F.D. SUPERVISOR "For the Perfect Tribute" SUPERVISOR J.Calvin NeUI.Prcsident Floyd 4 Nelll.Jr..Supervlsor Stephen J.Wilsbach.Supervtsor James R.Henderson.Assaciate James P.Kleman.Jr..As.soclate Robert J.Wolf.A.gsociate Dauphin Deposit Bank Trust Department Market Street Ha=risburg, PA For Funeral Service of Margaret A. Williams who passed away on March 22, 1988 �� �: 0��, Our Services, including � .���- �,�,,,�'r�'P�,� Services of Funeral Director & Staff �, � �� /• Embalming �J� � Other Preparation of the Body IIse of Facilities & Equipmentl Home ��\���' . Transfer of Remains to Funera Automotive Equipment �t�' Miscellaneaus Merchandise Total IInit Price $1695. 00 Casket 750 .00 Outer Burial Container 485.00 _ Total (A) $2930.00 Cash Advanced. We have advanced the following funds for your convenience Cemetery 0.00 Certified copies of death 34.00 � Death Notices 45.00 Flowers 79 .50 Offering for church and/or clergy 35.00 Transportation 125.00 � Cemetery Vault Charge 25 .00 � Funeral Luncheon 79 .10✓ Total (B) 422. 60 Total Amount 3352. 60 Amount Paid 318 .50 Balance Due $3034 . I0 /� . Frr P��M�`�1T' — /oo. oo jJ/�' U,� ��F � �,� ✓ � � �.�3 `{. �� ���e �.�pt � ��� - --. ._ __ _______ KITZMILLER'S,� INC. _ _ . _ __ � �-. � -� __-- 1605 EIm Street - � ..- -- ____,_� _. __� ____ NEW CUMBERLAND, PA 17070 - - N� 3817 (717) 774-1521 owre ' ' ' March 28, 1988 ro Ms . Margaret Williams CUSTOMEROFlDEiiNO. 56 North 8th Street Lemoyne, PA 17043 ���ON , �, TERMS: , . ,H_.... ,._ �....,.-*�+�....<„�..s..,...._� —_._.��.-,..._ . ..__. . �..�.._._�-_.,_ .... .. . _-.. ,. QUANT'ITY DESCRIPTION PR{CE AMOUNT Labor and material to install shinale roof and accessories as . per contract $1, 600 00 Labor and material to install gutters and downspouts as per contract 330 00 Total Due $1 , 930 00 � �� ��T 10 �� g� � Z°�� R 30 DAYS �. � � ��%� e R�t,s� ` � \(�� ea� Rg`s�pt � ��; '� ' , _ ', ' ,1i � , ,, � ORIGINAL _ � ' �����, � -� � - ., n••.4:.er oro.rouo�+��.h�• UNIFORM RESIDENTIAL APPRAISAL REPORT �N�• r �,p,���$ � Census Tract LENDEfl DISCRETIONARY USE � City 'Lemo e �� C e 1 d State Zp Code Sale Price $ t� �� ����pp� �ate Ownerl0capant ar a t W' ' Map Feference � Mortgaqe Amaunt 5 $� $aie Pr�e 5 Date of Saie PHOPERTY R�iHTS APPRAISED Mortgage Type � ��: loan charga/concessiaiu ro he paid by seller 5 �Fee Simple Discount Points antl Other Concessions �.' p.E.Taxes S Tax Year HOA S/Mo. LeaseAold Paid by Seller 9� '. Lenda/Client � -� � Dau D � Candominium(HUOJVA) 213 Ma k t t . n � i � De Minimis PUD Saurce � �,� LpCATION Urban x SaburOan Rural NEIGH80RH000 ANAIYSIS Gaoa Avg �air Poor BUILT UP x Over 75% �25•75% Under 25% Employment Stability � � fiAOWTH�RATE- RapW Q StaDle- Slow Comenience to Emplayment pROPERTY VAtUES �x Increasmg StaWe �Declining Comenrence to Shopping � .� pEMAND/SUPPLY �x Shortage [�In 8alance �Over Suppry Cornenience ro Schools � �J ❑ � MApKET1NG TIME� x Unde��3 Mas. 3-6 Mos. - Over 6 Mas, AdeQuacy ot Public Transportatian � i,r_', � PRESENT LANO USE % IPND USE CHANGE PREDOMINANT` SINGIE FAMILY HOUSI Rec2ation Facilities � � � � � Single famiy 80 Not Ukery x OCCllPANCY � '�E Adeduacy.of Utili6es � � S(000) (yrsl L2LJ Z�a Famiry 10 Likey � Owner =;Qx Raperty Campa6bility �j I—,�' ' MWti•Famiy 5 In pracess Q Tenant ;� $ 50 ��- 100 Protectian hom Detrimental Cond. III��� Commerciai 5 To: Vapnt(0-5%) 'Ox ` 100 � 25 ?dice 8 Fre Pmtection I i � i � �r�strial Vacant(over 5%j� Preaaminain Generai Appearance of ProD�es � i VacaM 65 - 50 +�Opeai to Market i �. I Note:Raa or tlx radal compos�Gon of the nnqtibarlwoO are not coasidered reliable appraisal lactors. j COMMFMS: Established residential area located north of Market Street in suburban Le C�mberland Count , Pa. Schools, sho in trans ortation churches and ubl' o i within 1 to 3 miles. Pride of ownershi is evident throu hout entire nei h o 'r p� �. �immsio� 50' x 150' x 50' x 150' TopographySlight incl. f^o t "`� Sih Area 7,500 Sq. Ft. Comer.Lot S� 7 0 �: i Zaning Ciassificatlan A-O � Zaning Compliance Y s ShaDe R t �� HIGHEST 8 BEST USE Present Use x Other UseA t./Office raina9e v ra ��� . � UTILIl1ES Pudic Other SfTE IMPHOVEMENTS .Type PuOGc Pnvate Yew v ra � �� � �ectriciry .n Street Macadam x landscaP��9 vera e ��� Gas x Grh/Gutta Concrete x Driveway Lawn ; Water x 5dewaik- Concrete x AOParent Easements Of ,�*`: ��� '�. Santlary Sewer x Stree[Li� Incandescent x FEMA Foatl Hazard Yes' ':o s Stam Sev�d ,x PJ FEMA'Map/Zone a COMMENTS(Apparmt adverse easemm6,encr��s,speaal assessments,slide areas,etc.�: This is based on current f od �e` familiarit with the area. Interior lot located on the•�west side of 8th treet o "' walnut Street. Landsca in is avera e with abundance of shrubs & 1a �: GENERAL DESCAIPTION EXTERIOR DESCAIPTION FOUNOATION BASEMENT INSULATION � Units 1 Fandaoan Concrete St� area S0.� 936 R�f = � s 2 Stona 2 Exterior Nhlis B� Wd Shakes �SPaca %FnisheC _p_ Ceiling � � Type�Det/Att1 Det. RoofSurface Asah. Sh. Basement 100! Ceiling Unfin. '�Is ava. Oesgn�Sryie� 2 St Gutters 8 Owtispts Alum. Surtro Pump None Nklls Concrete Raar , — i 1 �� � Fxisung Yes Wmdow Type D/H �ampnas No Evid. Raor Concrete �+e � t=� � ' Proposed Storm Sash Yes Settlament Outside Enlry Yes �M�a�YAvv• �� y`� X.J Uraer Canstrucaon Screens Yes � InfesEadon Energy Eiticient Items r Age(Yrs.) 65 ManufactureC House In Hfective A �Yrs.l 15-20 . AOOMS foyer Livi� �iNng. Kitchen Oen Famdy fim. Rec.Rm Betlroams �►Baths Launtl �Mer Area S0.Ft. `'x° 9asemem oilet �evd t 1 1 1 :�;�f . Level 2 - 3 1 7'.�' . � f,nisneG area ah�w reoe conca�ns� 5 Raams: 3 9earoom�sl: 9athlsl: � 7 Sauare Feet of Gross Livm Area SUAFACE5 NatenalSlCo�itrofl HEAiiNG KITCHEN E9UIP. ATTIC IMPRWEMENT�1NALYSIS 6oaC avq. Fair Paor Floors " Hwd, A h Tile/� Type Steam ReMgaata ;� None ;� �ualitv of Construc,�on :^ '�! '^ Walls Pla ter � OiI Range/0ven -� SWrs �� Cuntlilion or Imorwements � '� �� � �-� TrimlFnish Wdod/Av . Contlfion � Disposa( �n Orop Stair `j Room Siss/Layaut ;� � I�- � i. Bam Noor As h Tile/A Adequacy A Oishwasher I� Scuttte 'x i Closets and Srorage i,gj � BaN Wairecot -- COOLING Fan/Hood U Aoor � Energy Efficiency � ,�; '�' L . ��' Ooors WOod/Av . Cenrtat N/A ComoactOr r Heated � Pfum6ing-Adeduacy 8 Conai�an !� �; f- 'I �� 1, Other 4Vasher/�ryer�: Fnishea � Electrita4Adepuacy&ConCition � � � '�^��� Condition Miaowave ' � Kitchen CaDinets-Adeduacy 8 Cona.I^ ��,i .�^'i ��.. FreWace�sl in Liv'v 3m. w 1 AUeauacy Intercom I� ��� Comoatibiliry m Ne�ghborhootl I^� �xj �` ' . , G1R STORAGE: Ga2ge � x Attacnetl i ��� AGepuate 'x I Hause Entry � i Appeal 8 Marketability ' ' � ;� '�_� ko.Cars 1 Carport i� Detachea � In�equate � Outside Entry X' Esumated Remammg Economic Ufe J 3p Yrs. � �aMition Av . Nane !� Buiit•In r Electnc Ooor�� Basement Entryil Esematetl Hemami P sical Life Yrs. Mtlitional features: 2 storv dwellin with as halt shi.n le roof and detac:^.ed 1 car ara e. Dw in avera e condirion with redecoration needed. � �oreciaeon iPhys�cal,funcna�l anC exremal inatlepuacies.repairs neaded.matlemirauon,etc.): ?hvsical - due to aQe & conditier. _;- :'unctional - semi-modern kitchea & bath. ;xternai - aone. � : � Gr.neral marKet coaainons ana prevaience ana imoact In suoiectlmarKet area regaming loan aiscounts.�n[eresc�uvaowns ana concessions: y� - - market is considered moderatelv active. 11 � ��entional ioan bein at i0}% interest 90� aort^a e^ ooi;ts °or �,p :0 3 0 - .. - -- . ._ __ _ _- ,�„�. -_. �t-- -` ,�. w � : �. j� pUrpp3e ot AoOraaal is to eSUmate Market Value as CefineO m the Cartificatlan 8 Statement ol�imitina CondiBons.� � JILDING SKc.Gi{SNOW Cui0S5 lN'1NG aReA ABOVc GRAOc, cSTIMAT'e0 FlE°RODUGT�ON COS-NEW-Or IMPROVEMEMS: I a� 4 '1 b Fnai�We a Fr�M�.fv aF w1w bu.s�v��a m�aoOm�m��e n ms o�e� Avtllirr 1,i i 6 SQ F..G 5 4 0.00 -S 7_,130 �� , ��� DWEL.I.II4G: a Sa F!.cs 5 . t 36' x 26' x i.9 1,778 Sq. Ft. Ezvu `'ueplace � ',j ca�+cE. x speua�Enerqy e�r�c,mc nems 12' x 18.5' = 222 Sq. Ft. � z,000 � . - . Pacna.Pauos,etc. � PORC�S: _ �n��qp�v 222 Sa Ft�3 12.00 -- 2,66a . 6' x 26' I56 Sq. Ft. TaW FsumateO Cost New ....... _$ 75,784 8' x 26' = 208 ,� �� Phyeical Functional � cxr.mal �j• �s - pepreciapan I6,000 7,000 -0- -S -23,000 Dev��ated vaWe ot Improvements .............. -5 52,784 Ste Imp."as is"ICriveway,ianCscaping,etc.) �5 1,000 ESTIMATED SfTE VALUE .. ..................... -5 20,OOG Source of Costs - � � (H Ieagehd0,show only IeaseholG vaWe.) Local contractors & +iarshall Valuation Service. INOICATEO YALUE B�COST AtM011CN .. ....... �S �3��8� �� (Nat Repmre0 by ke0tlie Mac an0 Fanrve Mae) Coruutructian Warranty � U Yes I_,;No . Does P��Y��to applicable HUU/VA property standards? ❑Yes ❑No� Name af Wartanry Pro92m N/A n No.exdam N/A - Warranty Covera9e Expires 'T�r u�W�¢�W no TaUE ttrN nam saMa d pooKtNf rnoe[mMar m�0 vownn�ro wbNC!an0 Fw ea�siEN�E iher in ihs mvke[2rWv�Tha wsaotcn InauCes a cnur . . apjWOnlM.rMkC0�9 mYM�I Il�CfO�b tttlN ihm!01 LqM1fiCJn!viflBlCY ElIMilM!fM WDI�arC Cd1OiIlCM P�a If i A9�K8nt RMn m ttM Cd11Wli0N pODl�tY iS wDanor � ro.a man fawraON n1en.IM w01�R O�OOM�Y,a mnus(-1 atlNY�ro m�Gb ttas ra0uOn9 me rt+CqateG vn+�ot�ubNG rf a W���Mm m tM rnrtWa2dm m.rtHanor tc. � a Maa tawraw tnr+.ttr y+oikt aoow�v.a dus�.�a4usuM�n m maae.mim naeaar5 tt+s mWcaoea vaVe d ms a+hNct. - 11EM $U&1ECT COMPAFABLE N0.1 COMPARABLE N0.2 'COMPARABLE N0.3 .� 56 N: 8th St., 103 N. 8th Street, 630 Hua�el Avenue, 121 15th Street, � '�� ovne Pa. Lemo e Pa. e Pa. W ' . • ,1 ��; Prowmiry ta SuDI� 1 + M� '� � SaiaPnce S S 71,000 S 67 000 5 67 SOC �?� PncelGross Liv.Aroa S m S 45.31 m S 3'S.45 '� S 4"5.82 � �i' '; Dan 5auce � n ect'o Mu t'- 'st Mu -T' - VALIlEAOJUSTMENTS ' DESCRIPTION �ESCRIPTION i -�-is<4eme� DESCRIPTION I -�-�samm�m OESCAIPTION •i-�saawmnm i,:'',s Saks ar Fnand� ���� Com�. Conv. FHA. -2,OOC t ;� Date af Sale/Time � b Loatwn `' ��� � SikNiew � r t • �� . :`_ � 2fp ADDE� 2 _ _ _ �y w �uahY of Caatrucnon v �. k � 1 i Candi�on - - - � Above GnOe � �aams i e.os � �emm�, e.m. - rar �eamr� a�m Tam �aans'� ems Aaom Camt - I 7 � � � � Gross Living Area � 77 50.Ft S0.R' + �50.Ft', _ 7 Sa"rC' ���� Basement 8 Rnisnea � � - Aoorns Bdow Gnae Qnfinished Equal Equal Equal � ,� c l� ivncoo�l UdIiN .v aae � F ' +�`c fi,; ieanng/C� , � , . _� �� _ � �rn� , � + , _� g,:, PorC�CS.fau0. _ ' - ' z. r �� Poo�s.etc. °orehes �qual ..aual ..aual �";� �aeaal Energy insulation Equal. 5'qual �aual - �'fiamt ttems -:i ^rE0�2CN5) ' + V ' �JCkr le.q.krtehen � . E�y� Equal �4u� � !9wp..rertaaefing) R/O �`kt Adi.Itotall '+ -'$ � � i-�$ i+ _� � IntlicateC Vawe ( E I I I S :,o : n Sublect � Canment5 on Sales ComPeraon: '�k-" Aeeroaeh iZd�c-tes - va�ee of 566.000. Greatest weicnt is anoliec i � t �t a .,<- w ��', ; ,: „ � � ' '+ � ' • r � � INOICATE➢YIILUE Bt SAIES COMMRISON APPAWCN ...g/or��;udgemenL..................................__...................._ 5 66.OOC ] INpI�phD YALUE 8T INCOINE APMIOAf.N pf Aapiicauiel Estima[ed Market Rem S v7a �Ma.x 6mss Renc Muleoiier -S v/=_ This appraisal is matle �,_; 'as is"�,y: suo�ect to the repa�rs,atte2non5.ifueecnans or coMitions Ii5te0 below ���comolenon DM o�ans ana soecificanorrs. Y: wmmems an0 Canditions of AOP��sa�: m =,.l 'ezt�or o ' � � *-� �':^a Dwe�' �c - nnal Reccnaliauon: ^ �reacest WElQilt 15 dDD11EC1 CO �18 MdS)CEt ?ADrOdG1. lu5 apprai531 is 5asetl uoon me aewe repuuemelrts.me certficanon,�connngent ana limmng contlltions.antl Mancet Va1ue-aefinleon Ihat are sracea�in FmHA,HUD 8/ar VA irtVtxtia�s. ^ ,� KedOie Mac^ortn 439(Rev.7l861/Fannie Mae Fartn 10048(Rev.7/861 filea with cliertt 'anuarY = � �988- - amcaea. -e t9g� Io M S` 06.000 � ' �IwE)ESi1MATE TXE M►RIET YRLIIE.AS OEflNEO. Of TNE SDWECT PAO�flITT itSy OF `1�.c^ z• D L��`'7�1�8(�� 'nC �iEllCf dWVtY. � 4 �!�"kl cerMy:mat!o the oest of rtry iaurt knowlea9e a��a�ellei!ne f3�3�ar�a d3�u i are nu2��rtCt6neC'ra�i Iwel perSDr���nsoectea, � Com insiae anC out ana nave maae an extenor�nsoecnon of au comwrahie saies crcea m mrs recorc:ana mai i i�i navr m u^o�suosea�^1Nese xesen a v�+"'c L . . . � ��EIIL � '_ � p� .._. MlIQ �•�0(315Bf15 SIGt+a.TUfiE . .. . �.:•t."ne�iew Ao02iser SiGr.�wTLFE .w��..��.. .. I ,�,,,� � �t.�....nv �t 300uG20itl ,rem�?u+v'. V.aM� c•]t5 wnnnh'.a.a..Nw n�wn �:085�� .^bCr onac Form�G �.O�B6. �2Cn. 'orma ana war.�+s i�.. _ �►"" 1� +t ".,e.�.. !' : . _ ..�. rnui��n�it}t� .,w�„���� ._.. . �.::- . -�� ' bQrT'OMEf C1 ient �Sar aret %'1� >; � • roperty aoress se v. atlz �e-=� - ��#� - lty Lemoyne l.0Uf72y Cuaiber'_and _ - Ldt� 'a. L1D Ode,^pa? .: Z �,.���� DAUPHIN D � � ��.. . . . - . � .,'� . . . _ . -" - � . . r { t �„ ' . �t .� !� �,' . - � �� � PRONT aF jj SUB'JECT PROPERTY . - � r. i � .�;:�I�.:ii . I '� I ����.r��-c��.. -- _:.'j � �: i I� � � x �' iI 9 � � II I ��� � , i � , . �.� � .��� �- _ � # � } SUBJECT PROP£RTY � � �. � 6' Qp��� V^ • - DIMFS1Si0N5 � � v1� �� a s��ti � `� � �� ��i Y' cwz����o� � ���oo�� � '� ' I �, : _ i I �A` � T 'I � —c3oart�uni ' ''ri � Qorc.�. � f � �.� '��� � �� � I ;. � _ i :i ; _ � 'i � �- � , . � , � '' STREeT SCc�IE I � � � -,.r �. ;� _ - ,.,.l-- -��,,; ' i�. „"'"`�,-a - i I - -� 4 I . -� z.. �' �• i - �� I il �I � � ��I __-�- —� - � _ I � . , , d AucT�oN Office 1919 Brookwood St. Name of Seller Phone 234•8838 �arrisburg, Pl4 17104 - ..E, / � �� � -,�,� s.— u � - � j � ,�j . � ^ s� � �,3.'�.�..� :.•'?�/ L�-_ �:.� n.�/j-�" - V ;, /i;s Y��.' ' � � C/ ��_, __.. iU� - ` '7 C) � C� , �� i S _ , 1� � -- l , _� . , , � aucTioN OHice 1919 Brookwood St. Name of Seller Phone 234-8838 �arrisburg, PA 17104 - i � "T � � '� S� , ► - ,� ,. �.J `-, c,��. , � v : � � U. �, , � ) �,�. " J 1��-- � ' t� ;� • , � v � _ G � �_ � � � / `�� t �> ,� U � G' `� ,, _ � ��� � �� a r � � �� � �� � �, l �� �- . • � � AucTioN Oifice 1919 Brookwood St. Name of Seller Phone 234-8838 �arrisburg, PA 17104 - � � — . � - .G+� � U .cJ � S ._ . �+A , �..�1 (;� , r i�� - 1 ( V � � U v ' , � � M \ � / ) /�s 1 ' . // i �."� s �� � %'� " �� ��� 11 ' ! i " f � � _ � v � y � � J � L,�,,,� � v r � -.-� , �J L �- ti �v �-� � . _ �, , � S � �� i � � - � - , � � ' >� �� �;� C� � ¢ ,� �. - -----v � � /�, 1 v , ,/ ,�R� � a S.. r � � � � � l. , ..,Z ` � i � � Z ^ �� � � � � � ,- . " �� �I 1 � ��� � � 4r � . , , ! d aucTioN Office 1919 Brookwood St. Name of Seller Phone 234-8838 farrisburg, PA 17104 � � �. �z��-- � , / � G� �. , . G `� � � . v � �_ r p f� �. ,.� , � % � c/ („9 , � U U ,,,.,.�% � '" C.i �'� L� � � (, G G i�z�.-- ` �� � jJ G; c. �j � L� C�� � 1 ....,�=' ,�7 � � . "�f��✓ ' • '`-' ' �� v �-Z�-- c) v ��.��--� ,^ ` �f � � U '7 c.' �� V > C'/ ���-1 •� � � � � �-�� . �: v v ..�a- 7 � > � ��, r -� `i f <i � � . — �� v c� � � / v �-�", �,, v �� %' �,;1 , �_ � � ;; � ` ;, -' ��. � , ° �' �� �� � � � � i. , � � anventory of fhe real and personal estate of MARGARET A. WILLIAMS • deceased . C9S� AND CASH ITEMS • " Great Western Bank Savings Account 4�008-282993-5 5,021. 28 Accrued Interest on Great Western Bank Savings Account 62. 98 PA Blue Shield - Claim Payment 540. 96 Commercial Union Insurance Company - Return of Premium 138. 00 American Family Publishers - Cancelled, Subscription Refund 22, 79 . Time, ,Inc. - People's Magazine Subscription Refund 45. 51 Triangle Publications, Inc. - TV Guide Refund 47. 92 Michigan Bulb Company - Cancelled Order Refund 2, g8 AARP Memb'ership - Cancellation Re�fund ' 6. 32 Rodale Press, Inc. - Cancelled Subscription Refund . 8. 00 Sammons Communications - Cable. Subscription Refund I 5. 23 Reader's Digest Assoc. - Cancelled Subscription� Refund 5. 81 R. Harpster & C. Johri`son - Adjustment on 1988 County and Boro Real Estate Taxes from 11/18/88 to 12/31/88 31. 13 R. Harpster & G. _Johnson - Adjustment for' 1988-89 School Real Estate Taxes from 11/18/88 to 6/30/89 313. 07 REAL ESTATE . Residence located at 56 North 8th Street, Lemoyne, PA - A single, two story house, more fully described in C�mberland County Deed Book "X", Volume 13, Page 347 - Sale Price 69,000. 00 STOCKS AND BONDS ' � 112 Shares Westinghouse Corporation, Common 5,712. 00 MISCELLANEOUS - • . Received from Thomas Mella�t - Proceeds from sale of piano and mirror 75 00 1986 Nissan Sentra Sedan - Appraised Value 6,100. 00 Wimer's Auction House - Proceeds from sale of personal property 2,633 85 � . . . $89�772 83 � _ . COMMCNWEALTH OR PENNSYLVANfA�� ;� �. COUNTY OR 4E��. DAUPHI� 1 DAUPHIN DEPOSIT BANK & TRUST COMPANY AND JOHN R. WILLIAMS, III beinq. duly SWORN according tc_ law, deposes and says that t h� �� MARGARET A. WILLIAMS are Executors of the� Estate of late: of Lemoyne , Cumbe�iand County, Pa., dseaased and thaf ths Da in e o t an rust Company and Executors withim is an-imrenfory made by �g n R. �'l��lams, I I _ ths said _ . of t6s entire estate of said deaedeni-� consisting of all the personal proparty and real estatf, except real estats oufside ths Commonw�al�h of Pennrylvania, ane� that ths� figwes opposi�s-eaeh item of the Inv�`ry rep�e:ent it's fair valus a: of tha date of d�esdent'�deatlr. � - , , � � � ��---�� - SWORN Dauphin Deposit Ban � Trust Co.—Wes Johnson and subseeibed befo�e� ms, . � -�.� ,�.(--�._F s2-_�_—�- December 21 88 6c�aute� • Adn�inistra�e� 19. ohn R. [�Ti1liaMs, III �. ,��5 P, 0. Box 2961, Harrisburg, PA 17105 �-- kARpiSBURv^,DA�PNlNCAUNTY 1105—B Hamilton Street, Richmond; VA 23221 MY COMMISS�QN EXPtR�S OCT.30,1990 - Mamber.Per.nsylvanwf{s:.��ationoiNctaries : �� Date� of Dsatlt March � 22 1988 p�.: Me�tlr Y� � . ' INS7RUCTIONS�. f.. AeR i�nr�rrfoe�inust�fiiad witi�i�tftroE months after appointmer�fi af pfesortal npnuetat%vf. . 1�:. �. sr�ppf�er��nt imeenfio� must be fiieds withirt-t6irty�daysof diseovery o�addi�lional assafs. `` �, 3� Addifional� she� may�b� attaebed�_as to p�rsoealfy or realtY � ' �! 4 S�srA'Ficlas(Y; Fiduaiari�:Act of t 94g: - _ � � w � ' � , i cn � , � . - � � u� �¢ a � �. ,°� � a �.., � pC a.. �. a o � .t N Q�� "�c oQc � 3 �. , a � � o�o F'�' F"' Q"` �. W` � o °s � °. c0 . � Y... � � Q� �+- �' �" r—I �• � z �' W W �+�► • � � Z N � _ � I.�L4 L � � � � � . Z a � �. G . � � . � ` . : _ a, �, _ ' _ i. � � �` Q;. � 4 C} {L � � REGI3TER OF WILLS OF CUMBERLAND COUNTY REPORT OF 3TATUS OF ADMIrTISTRATION (Por Resdent Decedents Dying After July 1, 1984) ESTATE NO. 21-U�U7- ��.S� RECORDE�-GFFE!;'.' !:'!-' — REG(STEi' ;i;� 4 r' .'. Name of Decedent: /Yl/-12G�J��`f ¢� . f,�, I 1 i ,q�.t S � �� _7 �� •�6 Social Security Account No.: 1��- �-G � ���� GLERK-of�Ph�r�'� ��iJ;�;; CUMBERLANQ CG�.�PA. Date of Death: 3 - ��- �� Name of Personal Representative(s): "p�✓'Nt� �L-"7�os � i ��}nrF� L� �i�r� �,, � /a-�v� �SuNiu ,�. �.f 1�.�.�.`r Il� c'-e� c-�-�-�.r��, Capacity �'Executor � Administrator c.t.a. (check one) Administrator Administrator d.b.n. Is the administration of the estate complete? Yes 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) Total amount paid to date to creditors and for funeral and $ /S 2-� �- p% , administrative expense 1'otal value of distributions to date to beneficiaries $ G� / o o , D � �f administration is not complete, estimated value of assets $ �}�� o �'�'- v � still in administration NOTE: This status report is due no later than the due date fur filing the Pennsylvania Inheritance Taz Return 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 my knowledge, information and belief. ��},,c/�r-/r�+ () FPLfi� (��anr<c r' Tv,.�tr,��, ,. Da t e: � - � , 19 �� � : �,"'�--`� �—. , sonal Representative , Attorney for F.state 'It�is report must be signed by the personal representative, or one of them when more J than one, or by counsel for the estate. � .� / IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION N0.21-88-255 FIRST AND FINAL ACCOUNT OF Dauphin Deposit Bank and Trust Company, and John R. Williams, III, Co-Executors For ESTATE of Margaret A. Williams, Deceased PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Fiduciary Value Acquisition 03/03/89 Value Per Iten IV of the Last Will and Testament of Margaret A. Williams To: John R. Williams, III - 20% of the Residue Principal Cash $ 13,744.74 $ 13,744.74 Income Cash 543.49 5�3•�9 _ 14,288.23 $ 1�4,2�.23 t�g� �� � 4� ^1' .�Ri�S .I a . . t� � � _._ . .. f '�... To: Margaret A. Tuzzo - 20� of the Residue Principal Cash $ 13,7�4.74 $ 13,744.74 Income Cash 5�43.50 543.50 $ 1�,288.24 $ 14,288.24 To: Mary K. Dietrich - 20� of the Residue Principal Cash $ 13,74�.74 $ 13,74�4.74 Income Cash 543.50 5�3.50 $ 1�+,288.24 $ 14,288.24 To: Virginia H. Brady - 20� of the Residue Principal Cash $ 13,7�4.74 $ 13,744.74 Income Cash 543.50 5�3.50 $ 14,288.24 $ 1�,288.24 To: Thomas D. Mellott - 10� of the Residue Principal Cash $ 6,872.38 $ 6,872.38 Income Cash 271 .74 271 .74 _ 7,14�.12 $ 7,1�4�4.12 ��'' ' � ��:� � . ., _��j � P�,�.� �: ..«,_eJ 2 To: Laura K. Silverstein - 10� of the Residue Principal Cash $ 6,872.38 $ 6,872.38 Ineome Cash 271 .74 271 .74 $ 7,1�4.12 $ 7,1�4.12 $ 71 ,4�1 .19 $ 71 ,�41 .19 '_�7�' �_,r. �f t''"(� _` ~�I� 3 a �,„ . � , . . Dauphin Deposit Bank and Trust Company, and John R. Williams, III, Co- Executors under the Last Will and Testament of Margaret A. Williams, deceased, hereby declares under oath that they have fully and faithfully discharged the duties of their office; that the foregoing Accounting is true and correct and fully discloses all significant transactions occurring during the Aecounting period; that all known claims against the Estate have been paid in full; that, to their knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. Dauphin Deposit Bank and Trust Company By; ���� � �---"� Trust Offi r � � � �,-.._ ;�,�-�.-e_.st_C;....t..---��� � J hn R. Willi�ns, III Subscribed and sworn o before me this �� � day o ���� 1989 � � ' , � ��� r = t�b c'� �' •� r �... •,.�, .s' � .�; `_Q: w �,..� ��;. +-iu-r—....-�a-�. ,.� :: ,', ��`iV�19t :'�'?\� . :. yfAF�YAhl�!AN�Crs,,c���fi�:^:nY FUBLIC �-`kfA;`��'�.i�r RA�k,�7r�_�''tiTY M1�Gn�'»r �5��''v���5�.;T.;,0,1390 Msr,;n�r,�i?F�1�i��,Yr+�+�``�w�, ..�;�a'N�;z~as ; � i A'i '�`'��' �t_�z. � �"����� .�.''r_.� 4 REV-1547 EX (12-88) ^� � COMMONWEALTH OF PENNSVLVANIA ;� d��� 7EPARTMENT OF Revervue � 6 ..,� NOTICE OF INHERITANCE TAX ACN BUREAU OF INDIVIDUAL r�.xes �� ��.-� � APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 101 DEPT, 260601 ` OF DEDUCTIONS, AND ASSESSMENT OF TAX ` HARRISBURG, PA 17128-0601 4 ESTATE OF WILLIAMS � DATE pZ-2g- g MARGAR�T A FILE N0. 21 88-0255 DATE OF DEATH p3-22-$ NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION NOF TH SU NOTICE WDTH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT". REMIT PAYMENT TO: WES JOHNSON REGISTER OF WILLS DAUPHIN DEP BK & TR CO CUMBERLAND CO COURT HOUSE PO BOX 2961 CARLISLE, PA 17013 HBG PA 17105 Amount Remitted CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -` - - - - REV-1547 EX (12-88) � - - - - - - - - - NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTION��1]ID AS�SSMF.�►'n*nF TAX ESTATE OF WILLIAMS MARGARET A FILE N0.21 88-0255 ACN 101m� TE � �r28-89 TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGED r� ;^�*� T�� ( �,r.� RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE ��- APPRQISED VALUE OF RETURN BASED ON: r=,�; -�' ORIGINAL RETURN ��- � _ 1. Real Estate (Schedule A) ( 1) 69,000.0 � � � 2. Stocks and Bonds (Schedule B) � �. f 2) 5,712.00 � 3. Closely Heid Stock/Partnership Interest (Schedule C) ( 33 .00 4. Mortgages/Notes Receivable (Schedule Dl ( 4) .00 5. Cash/Bank Deposits/Misc. Personai Property (Schedule E) ( 5) 15,060.83 6. Jointly Owned Property (Schedule F) ( 6) 20,995.76 7. Transfers lSchedule Gf ( 7) .00 8. Total Assets ! 8) 110,768.59 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule H) ( 9) 26,282.38 10. Debts/Mortgage Liabilities/Liens lSchedule I) (10) 5,196.45 11. Total Deductions f11) 31,478.83 12. Net Value of Tax Return (12) 79,289.76 13. Charitable/Governmental Bequests (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax ��4� �9�z8g.�6 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 and 17 will reftect figures that inctude the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of line 14 taxabie at 6% rate (15) 79,289.76 X.06= 4,757.39 1 6. Amount ot line 14 taxable at 15% rate (16) .00 X.15= .00 1 7. Principal Tax Due (17) 4,757.39 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST (-) AMOUNT PAID 06-22-88 365682 200.00 3,800.00 12-22-88 402282 .00 757.39 TOTAL TAX CREDIT 4 '7 '7.39 BALANCE OF TAX DUE .00 * IF PAlD AFTER THIS DATE SEE REVERSE FOR CALCULATION INTEREST .00 OF ADDITIONAL INTEREST TOTAL DUE .00 (IF BALANCE DUE IS LESS THAN S 1 OR IS REFLECTED AS A "CREDIT" (CR}, NO PAYMENT IS REQUIRED) IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION N0.21-88-255 FIRST AND FINAL ACCOUNT OF Dauphin Deposit Bank and Trust Company, and John R. Williams, III, Co-Executors For ESTATE of Margaret A. Williams, Deceased Date of Death: March 22, 1988 Date of Executor's Appointment: April 5, 1988 Date of First Advertising of Grant of Letters: April �I, 1988 Accounting for the Period: March 30, 1988 to March 3, 1989 Purpose of the Account: Dauphin Deposit Bank and Trust Company, and John R. Williams, III Co-Executors, offer this Account to acquaint interested parties with the transactions that have occurred during their Administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Mr. Wes Johnson Dauphin Deposit Bank and 'Irust Company 213 Market Street P.O. Box 2g61 Harrisburg, PA 17105 (717) 255-2172 . . . � �_.�5 F.r C e�_ Y r'...�� SUMMARY OF ACCOUNT Current Fiduciary Value Acquisition Page 03/03/89 Value Principal Receipts 3 $110,538. 15 Net Gain (or Loss) on Sales or Other Dispositions 3 3�9.79 110,�$�.9�4 Less Disbursements �4-6 36,064.22 Balance before Distributions $ 74,823.72 Distributions to Beneficiaries 7 6,100.00 Principal Balance on Hand 7 $ 68,723.72 For Information: Investments Made 7 Income Receipts 7 $ 2,860.50 Less Disbursements $ 1�3.03 Income Balance on Hand 8 $ 2,717.�7 For Information: Investments Made 8 Combined Balance on Hand $ 71 ,441 .19 ,.,, 1' q� '��� ���r.r_ ���( _ . _.�� _�._'3. . - _ .. 2 RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Assets Listed in Inventory per Copy attached $ 89,772.83 Receipts Subsequent to Inventory (Valued When Received) 03/31/88 Received from Dauphin Deposit Bank and Trust Co. - Balance of 12/19�II8 Checking Account 20,705.85 12/23/88 Received from USF&G Insurance Co. - Refund due to cancellation of homeowner's insurance 36.00 12/23/88 Received from Register of Wills, Cumberland County - Refund on overpayment in Filing Inventory and Pennsylvania lnheritance Tax 2.00 03/01/89 Received from Pennsylvania American Water Co. - Overpayment of final water service bill 21 .47 Total Receipts of Principal $110,538.15 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS Fiduciary Net Acquisitions Gain Proceeds Value (or Loss) 07/26/88 112 shares Westinghouse Electrie Corp. $ 6,061.79 $ 5,712.00 $ 3�9.79 11/21/88 Real Estate located at 56 N. 8th St. Lemoyne Cumberland County, Pa 69,000.00 69,000.00 0.00 Totals $ 75,061 .79 $ 7�,712.00 Net Gain (or Loss) Transferred to Sumnary $ 3�9.79 ;� ��C i''! - _..��^ 3 DISBURSEN�NTS OF PRINCIPAL 03/30/88 PP&L - Electric service $ 25.48 03/30/88 Sammons Communication - Cable service 10.51 03/30/$$ Bell of Pennsylvania - Telephone service 32.81 03/31/88 Register of Wills, Cumberland County - Cost of Probating Will and Short Certificates 114.00 04/04/88 Kitzmillers, Inc. - Installation of shingle roof 1 ,930.00 04/06/88 C.S. Willis and Sons, Inc. - F1.ie1 oil delivery 271.97 04/07/88 Cumberland Law Journal - Cost of Advertising and Proof of Publication 25.00 0�4/11/88 Robert J. Mandel, M.D. - For professional services rendered 23.00 04/15/88 Daniel J. Barret - Trash removal service 250.00 04/18/88 Neill Funeral Home, Inc. - Funeral expense 2,93�.10 04/27/88 Bell of Pennsylvania - Final bill for telephone service 100.18 04/28/88 Patriot News Co. - Cost of Advertising and Proof of Publication 113.50 05/02/88 Robert J. Mandel, M.D. - Balance due on professional services rendered 35.00 05/03/88 PP&L - Electric service 21.19 05/06/88 Herbert I. Soller, M.D. - Balance due on professional services rendered 103.60 05/09/88 David L. Stillinger - Lawn care service 15.00 05/11/88 Borough of Lemoyne - Payment for sewer and trash collection �7.00 05/11/88 Pennsylvania American Water Co. - Payment for water usage 19.78 05/12/88 Cumberland Family Practice - Professional services rendered 786.00 05/16/88 Wimer's Auetion House - Commission on sale of household effects 8g3.30 05/17/88 Seaboard Surety Co. - Indemnity bond for replacement of lost stock certificate 30.66 05/19/88 David L. Stillinger - Lawn care service 15.00 05/20/88 PP&L - Electric service 7.�7 'k �/ F,�-�� �l� ''�'_ .r . _._,.."� , � 05/24/88 A.Z. Ritzman Associates - Balance due on professional services rendered 3.40 05/25/88 David L. Stillinger - Lawn care service 15.00 05/26/88 Wimer's Auction House - CorrBnission on sale of household effects 28.5� 05/27/88 Treeman Tree Service - Balance due on services rendered 320.00 05/27/88 Register of Wills, Cumberland County - Cost of two Short Certificates 4.00 05/31/88 Lester G. Connor - Appraisal fee of real estate located at 56 N. 5th St., Lemoyne 200.00 06/09/88 David L. Stillinger - Lawn care service 15.00 06/17/88 David L. Stillinger - Lawn care 15.00 06/20/88 Register of Wills, Cumberland County - Payment Pennsylvania lnheritance Tax $4,000.00 Less 5� Discount 200.00 3,800.00 06/21/88 PP&L - Electric service 5.21 06/27/88 Moffitt, Pease, and Lim Associates - Balance due on professional services rendered 9.60 07/19/88 PP&L - Electric Service 4.85 07/25/88 Pennsylvania American Water Co. - Water service 34.21 07/27/8$ Borough of Lemoyne - Sewer service 47.00 08/11/88 David L. Stillinger - Lawn care service 15.00 08/17/88 PP&L - Electric service 4.69 08/26/88 James M. Hosey, Tax Collector - 1988 West Shore School District Real Estate Taxes 501.30 08/26/88 James M. Hosey, Tax Collector - 1988 Lemoyne Borough Real Estate Taxes 258.54 08/30/88 David L. Stillinger - Lawn care service 15.00 09/07/88 David L. Stillinger - Lawn care service 15.00 09/15/88 David L. Stillinger - Lawn care service 15.00 09/20/88 PP&L - Electric service 6.26 10/14/88 David L. Stillinger - Lawn care service 15.00 _;',._ �'_ ;_�.� �`.`_ `'_-_�� 10/21/88 PP&L - Electric Service 5.73 10/24/88 Cumberland Law Journal - Balance due for cost of Advertising and Proof of publication 5.00 10/26/88 Pennsylvania American Water Co. - Water service 31.00 11/01/88 Lemoyne Borough - Sewer service 57.20 11/17/88 PP&L - Electric service 6.26 11/21/88 Lemoyne Boro - Sewer service 40.80 11/21/88 Bowers Pest Control - Termite inspection report 30.00 11/21/88 Professional Abstract - For Internal Revenue Service Real Estate 1099 Reporting fee 10.00 11/21/88 Recorder of Deeds - Transfer tax on sale of real estate 690.00 11/21/88 Natalie McCopkel - Notary fee 4.00 11/21/88 Centuary 21 Brenneman and Associates - Co-Brokers commission on sale of real estate 2,390.00 11/21/88 Caldwell Banker MGM - Co-Brokers correnission on sale of real estate 2,440.00 11/28/88/ PP&L - Electric service 2.00 12/05/88 Robert L. Myers, III - Reimbursement for Purolator Courier charge 13.75 12/22/88 Register of Wills, Cumberland County - Cost of Filing Inventory and Pennsylvania lnheritance Tax return 17.00 12/22/88 Register of Wills, Cumberland County - Balance due on Pennsylvania Inheritance Tax payment 757.39 01/04/89 Federal Express Corp. - Express letter to Co-Executor John R. Williams, III 11 .00 Reserve for Cost of Filing Accounting 150.00 Fees and Commissions Robert L. Myers, III - Attorney's Fee 5,416.98 John R. WilliaQns, III - Co-Executor's Fee 5,416.98 Dauphin Deposit Bank and Trust Co. - Co-Executor's Fee 5,416.98 Total Disbursements of Principal $ 36,064.22 , _i'� r! F�.�. (j�. �"_;'� _._ 6 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES 05/24/88 Margaret Tuzzo - 1986 Nissan Sentra Automobile specific bequest as per Item III of the Last Will and Testament of Margaret A. Williams $ 6,100.00 Total Distributions of Principal to Beneficiaries $ 6,100.00 PRINCIPAL BALANCE ON HAND Current Fiduciary Value Acquisition 03/03/89 Value Cash: Uninvested $ 23•72 $ 23.72 Capital Reserve Account 68 700.00 68 700.00 $ 6 ,723.72 $ 8,723.72 INFORMATION SCHEDULES - PRINCIPAL Cost Investments Made Various Capital Reserve Account $ 68,700.00 RECEIPTS OF INCON� 0�4/13/88 Interest: Great Western Bank Savings Aecount $ 14.46 05/03/88 06/01/88 Interest: Market Square Cash Manager I 3�•73 06/01/88 03/02/89 Interest: Capital Reserve Account 2,7�9.55 05/19/88 Interest: Dauphin Deposit Bank and Trust Co. Checking Account 48.76 06/07/88 Dividend: Westinghouse Electric Corp. 56.00 Total Receipts of Income $ 2,860.50 . .z_��._..f ��``" __r�w�_� e 7 DISBURSEN�NTS OF INCON� Dauphin Deposit Bank and Trust Co. - 5� Income Comr►ission $ 1�3.03 Total Disbursements of Income $ 1�3.03 BALANCE OF INCOME ON HAND Current Fiduciary Value Acquisition 03/03/89 Value Cash: Uninvested $ 17.47 $ 17.47 Capital Reserve Account 2,700.00 2,700.00 $ 2,717.�7 $ 2,717.47 INFORMATION SCI�DULES - INCON� Cost Investments Made Various Capital Reserve Account $ 2,700.00 , ; �t �f F'.�� �_��i � 8 Dauphin Deposit Bank and Trust Company, and John R. Williams, III, Co- Executors under the Last Will and Testament of Margaret A. Willi�ns, deceased, hereby declares under oath that they have fully and faithfully discharged the duties of their office; that the foregoing Accounting is true and correct and fully discloses all significant transactions occurring during the Accounting period; that all known claims against the Estate have been paid in full; that, to their knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. Dauphin Deposit Bank and Trust Company By: � ��� ,� �._.._- Trust Officer � By: � ��.(..�E�.4�_-� f�% � J hn R. Williams, III Subscribed and sworn o be ore me � this��.�,, day -���� �� , 1989 , . �^` l/�P 7/ /� / :/` � N ry ,�'ublic � f� r,'�� �,: -,�-.- : �, a �i:i `�'` ._� c ^�P 5 ��'�YWLLrS�a�;;Py�cc;y�UBUC h'�r^� s �_.'fJii3 �f�t.1��� ���t''��d�-) �Ct�k,4��:5;: 'EA;�:'����T.�J,1� .r...,F�,�, M4�'yjai P�"�y+,t;l,ik,:'r�a r. �' _ . ,l 'f"."h�i,�.i0{'`, ^n� .. � • {„ .�¢, 'rjo'i �,. `n,��, .e-4• �` . � � ' ; t. ..� "� '+ r GR(�" .�_ )' � �. .. � � ., 1 ��,:�� _e_ „ 9 �� , , REGISTER OF WILLS OF CUMBEHLAND COUNTY REPORT OF STATUS OF ADMII�iISTRATION (For Resident Decedents Dying After July 1, 1984) ESTATE NO. 21-x��- ?�s'"S� �, Name of Decedent: �J�✓'`�.�/��� ,��1. C.�� ������.r.g`� , n, �,; ��-�-�3 ,�r-.:,;+ Social Security Account No.: /�J`m z�. ��y�� Date of Death: 3 - �� ��� 'SL:�i �L ; : Name of Personal Representative(s): 7�u�f4�N 4�C�'o� ��� ,�,4nrlc r� 7'�'u,�a�r� �� 2 t 3 .lA�q.e-k�f ST. �f�t-�G�t svt�_ �zc , P� r �� o� Capacity �-Executor X Administrator c.t.a. (check one) Administrator Administrator d.b.n. Is the administration of the estate complete? Yes �_ No If �'yes", how was the administration ended? (check one) By court accounting )C By account stated to parties in interest Did the parties release the personal representative? Other (explain) Total amount paid to date to creditors and for funeral and $ � l� 'y`?f3. B.s' administrative expense Total value of distributions to date to beneficiaries $ r7 S' ('. r�' [f administration is not compiete, estimated value of assets $ --�-- still in administration NOTE: This status report is due no later than the due date f�r filing the Pennsylvania Inheritance Taa Return or, if no Inheritance Tas Return is required, nine (9) months after the date of death; if the administration of the estate has not been conciuded, 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 my knowledge, information and belief. � �7 Date: y_ /o , 19� � ���._.. W�s �"e KNS�r , - rsonal Re resentative , ,�r•a � ;y,. ,. ,;: :.:,.Atto�;ta�3 b�for Estate i'�`.y�.'. ,.:.4..::. .......,�,.��ii�Y This report must be signed by the personal represer�a�i've�_or:ok���f them when more J than one, or by counsel for the estate. µ�y„�e�,;��g;�, pA �]r05-2961