HomeMy WebLinkAbout88-00251 t��".
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Catharine E. Baish:- No. o2I —�tS� �0705 �
also known as To:
Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 18 0—0 9—6 0 0 2 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who�s/are 18 years of age or older an the executrices named
in the last will of the above decedent, dated May 3 0 , 19 8 6 � 19 $6
�dz�o�ia��d�.
(state relevant circiimstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at__ 202 Hilltop Road, Boilin
Springs, PA 17007
(list street, number and muncipality)
Decendent, then �3 years of age, died March 19 , 19 �g ,
atCarlisle Hospital, Carlisle, PA at 3 :15 o' clock P.M.
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: none
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 3 7 0 ,0 0 0 . 0 0
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ r
situated as follows: _ S. Middleton Township,
Cumberland County, PA
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will ���
presented herewith and the grant of letters Testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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�v ��lyn Bartle au Diane B. tamy
b.o 3913 Rosemont Avenue 1191 Baish Road
��;, Camp Hill, PA 17011 _ Mechanicsbura, PA 17055
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA � s�
COUNTY OF CUMBERLAND
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 petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed �'"�'-x � �'�� c.,
before me th's ` 31 ST day of Di ane B. amy oo•
19 •8 8 �
Caro yn Bartlebaucrh �
RY C. 1 S Register �-�•���� �
1 �%� _. ���, — I � � — 1 Co� �� a . _
NO. 21 ' 88 - 251
Estate of CATHARINE E. BAISH , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW APRIL 4, 19 8 8 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated May 30 , 19 86
described therein be admitted to probate and filed of record as the last will of
Catharine E. Baish •
,
and Letters Testamentary
are hereby granted to Diane B Stamy and Carolyn Bartlebauqh
�/ �� .
WILL BOOK #106
PAGE 7 8 2 ETC. Register of wills R�' C=. LEWIS
FLOWER, ER, MO GENTHAL & FLOWER
FEES f `�,
Probate, Letters, Etc. . . . . . . . . . $ 18 0. 0 0 B � C
Short Certificates(5) , . , , . , , , , , $ 10. 00 ATTO NEY(Sup. Ct. I.D. No.)
Ro er M. Morgenthal I.D. No. 17143
Renunciation . . . . . . . . . . . . . . . . $ 3 I rvi ne Row
X-Pages $ 10. 00 ADDRES
TOTAL $ 200. 00 Carlisle, PA �7013
Filed . . . . .APRI.L. .4.. .1988 . . . . . . . . . . . (717) 243-1847
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I , CATHARINE E. BAISH, of South Middleton Township,
Cumberland County, Pennsylvania, being of sound and disposing
mind , memory and understanding, do hereby make , publish and
declare this as and for my Last Will and Testament, hereby
revoking and making void any and all former Wills, Codicils, or
writings in the nature thereof, by me at any time heretofore
made .
FIRST : I hereby order and direct my Executricies,
hereinafter named, to pay all my just debts, funeral expenses,
testamentary expenses and all Inheritance , Estate , Transfer and
Succession Taxes, as soon as may be conveniently done after my
death, out of my residuary estate .
SECOND: I give and bequeath the sum of One Thousand
($1 ,000.00) Dollars to such of my grandchildren (not including
step-grandchildren) as shall survive me .
? THIRD: I give and bequeath the sum of �15,000.00 each
to my sons, Larry J. Baish and Jerry D . Baish as shall survive
me . Because my said sons did not go to college, this gift is an
�
; attempt to treat them the same as I treated my other children who
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? received money from me for their college education.
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FOURTH: I direct that my Executricies shall return any
items given to me as gifts by my children to the child or
children who gave them to me , upon request by such child or
children.
FIFTH: I give and bequeath any firearms owned by me
and my one chest of drawers (without the white knobs) to my son,
Jerry D. Baish, provided he survives my death. '
SIXTH: I give and bequeath my sewing machine and my
set of green dishes to my daughter , Carolyn Bartlebaugh, provided
she survives my death.
SEVENTH: I give and bequeath my 1924 Fordson Tractor
to my son, Zarry J. Baish, provided he survives my death.
EIGHTH: I give and bequeath my antique safe inscribed
with my grandfather' s name , James W. Baish, inscribed on it; and
my chest of drawers with white knobs to my son, James W. Baish,
� provided he survives my death.
NINTH: I give and bequeath my marble top stand to my
daughter , Diane B. Stamy, provided she survives my death.
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3 TENTH: I give and bequeath my grandfathers clock to
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� one of my children, to be determined by the drawing of lots as
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follows : My Executrices shall select a disinterested party to
' conduct the drawing of lots, and those of my children interested
in having said clock shall be eligible for the drawing; the
winner shall receive the clock as a bequest from me .
ELEVENTH: I direct that my antique china cupboard
shall be distributed in a similar manner , determined by the
drawing of lots, except that the child who was the winner of the
drawing of lots under the previous paragraph of this will shall '
not be eligible to participate in the drawing for the china
cupboard.
TWELFTH: I bequeath my household and personal effects
and other tangible personalty of like nature (not including cash
and securities) together with any existing insurance thereon, to
such of my children as survive me . Such property shall be
divided by selection of the children, provided all agree , and to
property about which there is no unanimous agreement, I direct my
Executor to list each piece of such property on separate
identical slips of paper and then allow each child to draw a slip
; in rotation, oldest first, until all such slips are drawn . Any
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'i items not sel�cted pursuant to this paragraph shall be disposed
of at public or private sale by my Executrices, and the proceeds
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therefrom distributed as a part of the remainder of my estate . I
direct that the value of the following items, as determined for
inheritance tax purposes shall be deducted from the remainder
share of the child who received said item, as follows: My
grandfathers clock, china cupboard, firearms, marble top stand,
Fordson Tractor , antique safe , two chests of drawers, sewing
machine and set of green dishes.
THIRTEENTH: I give , devise and bequeath the remainder
of my estate to my children, Larry J. Baish, Diane B. Stamy,
Carolyn Bartlebaugh, Jerry D . Baish and Ja.mes W. Baish. Should
any of my said children predecease me , I give , devise and
bequeath his or her share to his or her issue per stirpes, who
survive me; and in default of any such issue, such share shall be
added to the shares of my other children. `
LASTLY: I hereby nominate, constitute and appoint
my daughters, Carolyn Bartlebaugh and Diane B. Stamy, to be the
Executricies of this, my Last Will and Testament, they to serve
without bond in the Commonwealth of Pennsylvania, or any other
� jurisdiction. In the event that either of my said daughters '
� shall predecease me or be unable to serve as Executrix or
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Baish; '5/30/86; D33
complete the administration of my estate for any reason
whatsoever , I hereby nominate , constitute and appoint my son,
James W. Baish, as Executor hereof, to serve in her place , he
likewise to serve without bond.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal this � o�� day of May, 1 986.
�-��. r�; � ���
�...___ . �-��,�C.-�l`�'���t�.� �,�; . �r�`�l�c�t'T (SEAI,)
Catharine E. Baish
SIGNED, SEALED, PUBLISHED and DECLARED
in t esence of:
�. _� c � -ry
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COMMONWEAI,TH OF PENNSYLVANIA )
ss.
COUNTY OF CUMBERLAND )
I , Catharine E. Baish, Testatrix, whose name is signed
to the attached or foregoing instrument, having been duly
= qualified according to law, do hereby acknowledge that I signed
' and executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
Sworn or affirmed to and acknowledged before me , by
' Catharine E. Baish, Testatrix, this �v�_ day of May, 1986.
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Testatrix �
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Mf.RtfNE'M'ARHEVICA, Nofar�'Poblic
crlisle, Cumb�rland County, Pa.
My Commission Expires (F i`�� �4
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Baish; 5/30/86; D33
.. .
COMMONWEALTH OF PENNSYI,VANIA )
ss.
COUNTY OF CUMBERI,AND )
W e , �o�C�''� f� ` �fl l�Jc��,t�f-�,c:,. � an d
' �� the witnesses whose
L� c / �.���� / -��/c= ,
na.mes are signed to the attached or foregoing instrument , being
duly qualified according to law, do depose and say that we were '
present and saw Testatrix, Catharine E. Baish, sign and execute
the instrument as her Last Will; that she signed willingly and
that she executed it as her free and voluntary act for the
purposes therein expressed; that each of us in the hearing and
sight of the Testatrix signed the Will as witnesses ; and that to
the best of our knowledge the Testatrix was at that time 18 or
more years of age , of sound mind and under no constraint or undue
influence .
Sworn or affirmed to and subscribed to before me by
� c.� e ��1 � V�'� 4��'`� �''�-`''1 an d �C.���1.�L5�:�=1����
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this � b �'�. day of ��.�__ , 1986 •
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Witnes ��
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Witness
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Not ry
MERtENE MARHEVKA, Notary Public
' urlisfe, Cumberland County, Pa.
aMy Commission Expires (� �-�� �'(� �
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REV-1500 EX+ �z-a�) FILE NUMBER
� ��� INHERITANCE TAX RETURN
:.�,��` RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA (TO BE FILED IN DUPLICATE 21 88 2,51
DEPARTMENTOF REVENUE �/�TH REGISTER OF WILLS)
POST OFFICE BOX 8327
HARRISBURG, PA 17105-8327 COUNTY CODE YEAR NUMBER
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DECEDENT'S NAME(LAST,FIRST,AND MIDDLE INITIAL� DECEDENT'S GOMPLETE ADDRE55
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o BAISH, CATHARINE E. 202 Hilltop Road
u SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH B011.111g Springs, PA 17007
0 180-09-6002 3/19/88 3/17/15 co��,Y Cumberland _
� �1. Original Return ❑ 2. Supplemental Return ❑ 3. Remainder Return
Q y (for dates of death prior to 12-13-82)
VaV ❑ 4. Limited Estate ❑ 4a. Future Interest Compromise ❑ 5. Federal Estate Tax
(for dates of death after 12-12-82) Return Required
U a O0 �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 Gt'�lt ��P#,�N�Ei�C�Ahl��t7��1FI:t�EhET��,#,TA�C 3N�ClRM1�'f#f�1xt:S#Ii��L'�?8�t�F�E�1'Et�it4�:
1 H NAME � COMPLETE MAILING ADDRESS
� o Roger M. Morgenthal, Esq Flower, Kramer, Morgenthal & Flower
Q O TELEPHONE NUMBER 3 I r v i n e R o w
a 717 243-1847 Carlisle, PA 17013
1. Real Estate (Schedule A) � �) 92�5��.0�
2. Stocks and Bonds (Schedule B) ( 2)
37,884.50
3. Closely Held StocklPartnership Interest ($chedule C) ( 3) NOne
4. Mortgages and Notes Receivable (Schedule D) ( 4) NnnP
5. Cash, Bank Deposits&Miscellaneous Personal Property( 5) 412,422.52
Z (Schedule E)
O
Q b. Jointly Owned Property (Schedule F) ( b) None
� 7. Transfers (Schedule G) (Schedule L) ( �) None
Q~ 542,807.02
8. Total Gross Assets (total lines 1-7) ( 8)
W 9. Funeral Expenses, Administrative Costs, Miscellaneous ( q) 66,638.�6
� Expenses (Schedule H)
10. Debts, Mortgage Liabilities, Liens (Schedule I) (�p) 569.85
11. Total Deductions (total lines 9 & 10) (11) _ 6�'2��.91
12. Net Value of Estate (line 8 minus line 11) (�2� 475,599.11
13. Charitable and Governmental Bequests (Schedule J) (13) OY12
14. Net Value Subject to Tax (line 12 minus line 13) (�q) 475,599.11 _
15. Amount of line 14 taxable at 6% rate (15) 475,599.11 x .O6 = 28�535.95
(Include values from Schedule K or Schedule M.)
16. Amount of line 14 taxable at 15% rate (16) None X 15 _ NOne _
Z (Include values from $chedule K or Schedule M.)
� 17. Principal tax due(Add tax from line 15 ond from line 16.) (��� 28,535.95
r
� 18. Credits Prior Payments Discount Interest
a 22 , 000 . 00 + 1100 . 00 _ (18� 23 ,100 . 00 _
�
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 than line 18, enter the difference on line 20•This•is the TAX DUE. (20) 5,435.95
None
A.Enter the interest on the balance due on line 20A. (20A) -
B. Enter the total of line 20 and 20A on line 20B. This is the BALANCE DUE. (20g) 5,435.95
Make Check Payable to: Register of Wills, Agent
1i►N�BE SUPL'C+t��1Ai�ii��C�:A[,!�t�i�E��'1��1���t ������i�3E AcNI�'C� t�E�NEC�!�ll�k"f#iaMNt'.Mr
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 has any knowledge.
51 NATURE OF P SO R PONSIBLE OR FILIN RETURN ADDRE 5 � DATE
c�za�� � ���v��� C�;�Ce�.) ; a 3 ��'�i►.�� �� C��v-�r 1 C� �'� _���y �_
SIGNATUR PARER OTHER THAN REPR ENTATIVE ADD ESS DATE
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; I , CATHARINE E. BAISH, of South Middleton Township,
�
? Cumberland County, Pennsylvania, being of sound and disposing
mind , memory and understanding, do hereby make , publieh and �
�
declare this as and for my Last Will and Testament, hereby �
; revoking and making void any and all former Wills, Codicils, or �
i
; writings in the nature thereof, by me at any time heretofore
i ;
� :
� made . �
� �
� FIRST : I hereby order and direct my Executricies, �
�
' hereinafter named, to pay all my just debts, funeral expenses, I
� i
; testamentary expenses and all Inheritance , Estate , Transfer and �
�
� Succeasion Taxes, as soon as may be conveniently done after my �
death, out of my residuary estate . �
�
!
' SECOND: I give and bequeath the sum of One Thousand
i �I ( $1 ,000.00) Dollars to such of my grandchildren ( not including
step-grandchildren) as shall survive me .
THIRD: I give and bequeath the sum of $15,000.00 each
to my sons, Larry J . Baish and Jerry D . Baish as shall survive
me . Because my said sons did not go to college, this gift is an
attempt to treat them the same as I treated my other children who
received money from me for their college education.
i
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�� ���,�. ,F� � �L��'�
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' FOURTH: I direct that my Executricies shall return any
i items given to me as gifts by my children to the child or
children who gave them to me , upon request by such child or �
;
children. j
' FIFTH: I give and bequeath any firearms owned by me �
1
� and my one cheat of drawers (without the white knobs) to my son,
i �
; Jerry D. Baish, provided he survives my death. '
;
;
' SIXTH: I give and bequeath my sewing machine and my �
� F
set of green dishes to my daughter , Carolyn Bartlebaugh, provided �
E
�
� she survives my death. �
� �
SEVENTH: I give and bequeath my 1g24 Fordson Tractor +
I �
� to my son, Larry J. Baish, provided he survives my death. �
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EIGHTH: I give and bequeath my antique safe inscribed
� � 1
I with my grandfather' s name , James W. Baish, inscribed on it; and �
t ,
my chest of drawers with white knobs to my son, James W. Baish, �
provided he survives my death. �
NINTH: I give and bequeath my marble top stand to my
' daughter , Diane B. Sta.my, provided she survives my death. �
TENTH: I give and bequeath my grandfathers clock to
one of my children, to be determined by the drawing of lots as
i
I � `� � �_�� .
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I ���f.�yt..• _ � - l'�G cJ
�
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,
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3
�
; follows: My Executrices shall select a disinterested party to
�
i conduct the drawing of lots, and those of my children interested `
1
in having said clock shall be eligible for the drawing; the i
i
winner shall receive the clock as a bequest from me . ;
ELEVENTH: I direct that my antique china cupboard ;
t shall be distributed in a similar manner , determined by the
� drawing of lots , except that the child who was the winner of the ;
;
drawing of lots under the previous paragraph of this will shall i
�
not be eligible to participate in the drawing for the china :
i
cupboard.
�
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� TWELFTH: I bequeath my household and personal effects '
. �
and other tangible personalty of like nature (not including cash 1
;
� and securities) together with any exieting insurance thereon, to
;
� such of my children as survive me . Such property shall be ?
�
j divided by selection of the children, provided all agree , and to �
� 1
� property about which there is no unanimous agreement, I direct my �
I
� Executor to list each piece of such property on separate �
( identical slips of paper and then allow each child to draw a slip �
in rotation, oldest first, until all such slips are drawn . Any �
�
items not selected pursuant to this paragraph shall be disposed I
I
of at public or private sale by my Executrices, and the proceeds
� ,� �r ,,' ' !
����--�.���..�.� ��c ��'� ►
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_ 3 _
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,
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3
I
� therefrom distributed as a part of the remainder of my estate . I
; direct that the value of the following items, as determined for
inheritance tax purposes shall be deducted from the remainder i
I
share of the child who received said item, as follows: My
grandfathers clock, china cupboard , firearms, marble top stand , �
k Fordson Tractor, antique safe, two chests of drawers, sewing
: _
� machine and set of green dishes .
�
�
? THIRTEENTH: I give , devise and bequeath the remainder '
, €
f of my estate to my children, Zarry J. Baish, Diane B. Stamy, '
�
} Carolyn Bartlebaugh, Jerry D . Baish and James W. Baish. Should !
� any of my said children predecease me , I give , devise and 4
I �
bequeath his or her share to his or her issue per stirpes , who �
i '
� survive mey and in default of any such issue , such share shall be `
;
� added to the shares of my other children. �
;
� LASTLY: I hereby nominate , constitute and appoint �
� my daughters, Carolyn Bartlebaugh and Diane B. Stamy, to be the j
I 4
Executricies of this, my Last Will and Testament, they to serve �
1 �� without bond in the Commonwealth of Pennsylvania, or any other
jurisdiction . In the event that either of my said daughters �
shall predecease me or be unable to serve as Executrix or
;
� f -j, ;-� -
� ` ,.��� ����1��._...4�!'` ��L.G.���
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complete the •administration of my estate for any reason
whatsoever , I hereby nominate , constitute and appoint my son,
James W. Baish, as Executor hereof, to serve in her place , he i
likewise to serve without bond. '
IN WITNESS WHEREOF, I have hereunto set my hand and
' seal this 3 0�� day of May, 1986.
i — � � 7 � � i
���':���z����� �� ��i� ;l� (SEAL) �,
Catharine E. Baish �
, ;
;
SIGNED, SEALEU, PUBLISHED and DECLARED ;
in t esence of: _
�
� /�"- j
'I �-��.,1�.'����j_���-�- i
� COMMONWEALTH OF PENNSYLVANIA ) �
� :
; • ss. �
� COUNTY OF CUMBERLAND )
i
�
j I�, Catharine E. Baish, Testatrix, whose name is signed {
; to the attached or foregoing instrument, having been duly �
qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Zast Will; that I signed it �
willing�y; and that I signed it as my free and voluntary act for �
the purposee therein expressed.
Sworn or affirmed to and acknowledged before me , by
Catharine E. Baish, Testatrix, this ��U�-�. day of May, 1986.
i
��� ` CL.C�:- nJ
��.�����.����.�: � �' ��
� Testatrix
�
� � - ' � ��� �
�
o a y �
MfRLENE'M'ARHE�/KA, No�arq Public
' cilisl��, Cumberland Counly, Pa.
� My Commission Expires (o ("�I ��.
_ _ �
5
, . ' - ` � '
�
1 �
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� COMMONWEAI,TH OF PENNSYZVANIA )
• ss. �
COUNTY OF CUMBERLAND )
We , �Og�v- �� � �o `^y't t���,�,.. � and i
�
� � ,_
j the witnesses whose �
.�� � ���� ������- , -
names are signec� to the attached or foregoing instrument, being
duly qualified according to law, do depose and say that we were
present and saw Testatrix, Catharine E. Baish, sign and execute
i the instrument as her Last Will; that she signed willingly and
that she executed it as her free and voluntary act for the
' purposes therein expressed; that each of us in the hearing and
sight of the Testatrix signed the Will as witnesses ; and that to
the best of our knowledge the Testatrix was at that time 18 or f
more years of age , of sound mind and under no constraint or undue t
influence . i
} Sworn or affirmed to and subscribed to before me by �
( i
; �_ C `� C� {/�''1 � �.1 � v�yt�'`' �'� and ,(���-L�.—�_IC:.���/( '
� �
I this .� a {-'t., day of �1 c`�. , 1986 . �
i �
� � ��� ;
; Wi�nes °[+
3j E
i l +
� , / �
� � / c / �
� ��-t-_�.S � �f� �� � t' � - f�':.
� � e �
Witness
L_ . : L_ �/
, � �:��� .� , dT� �; l�r� �� -
� Not ry
i
� MERIENE MARHEVKA, Nofary pub�lc i
arlisle, Comberland Counly, Pa.
My Commission Expires (y l-�I x�`�
�
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� �
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— 6 —
REV•1502 EX+ (7-83)
COMMONWEALTH OF PENNSYIVAN�A SCHEDULE ��A��
INHERITANCE TAX RETURN
RESIDENT DECEDENT REAL ESTATE
ESTATE OF FILE NUMBER
CATHARINE E. BAISH 21-88-251
(Prope�ty iointly-owned with Righf of Survivorship must b�disclosed on Schedule "F")All real estate should b�r�pori�d at fair mork�t
value which is defined as the price af which p►operty would be exchanged between o willing buyer and a willing s�ll�r, n�ith�r b�iny
compelled to buy or ssll, both having reasonable knowledge of the rslevant focts.
ITEM � VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
�' Rea1 Estate consisting of a dwelling house and land in South
Middleton Township, Cumberland County, PA, with a property
address of 202 Hilltop Road, Boiling Springs, PA 17007;
sold on June 21, 1988, to George A. Weaver and Leslie A.
Weaver, his wife, for $92,500.00
(Copy of Settlement Sheet attached)
TOTAL (Also enter on line l, Recapitolation) $ 92,50Q.00
(If more space is needed insert additional sheels of some size.)
�` American Tille Insurance Company
,�(�JMeridian��,�����,,��y U.S.Departmenl of Housing
and Urban Developmenl No.
A. SC't��e111Qi11 5�81@ITlefl� OMB No.2502-0265
8. Type ol Loan
_.-_ - ___----._.. ____-------------
____..__...__------
.. .. . .._._ .___- --�- - -� --- --
��I���� � N riin B Mortpaqel�isu�a��ceCaSeNirr�itrei
1 ❑ FHA 7. ❑ FmHA 3 ❑ Con Unins� F �
n ❑ vn r, ❑ c����� i,�, ATIC 1626
- -- - - - _ ___ __ --- --_--. _ --
C. No�e: This form is lurnishetl to give you a s�alemeM o(.�clual settlemen�costs.Arnounls paid lo and by the selllemenl agent are
r;liuwn Ilrnnin:ukr,d"��iuc.�..weie�un�loitl:;idrlheclosing.lhny�ueshuwnhorelo�inlormalionailpurpusesnndaienol
includud ni�In�lolals.
. _____._--- ---
D.N.iii i,l�\el�lii-�:�: I f1ir�,� _..._'_. __.'"' _- .__.._.-. . _
w�.i .-- f.N �.,ii��i��I 1��.�. I '���li�r F N.�iii�..�ri�l A<I�i��tis c�l l.riicf„�
WEAVER, George A. attd The Estate of Catharin First Pederal Savings
Leslie A. , his wife E. Baish and Loan Assoc.
_ __ __ _ _--_ _-------
-- ����„ �,,.�.�
G_t•r.�� Ivl�.�I�r��i . . _. . _..... . H
202 Hilltop Road Donn L,_Sny_d__er________
- -----
Boiling Springs, Pennsylvania "'°""''''""'"""' , S°'°�.^".iii0��^
Cumberland County First Federal Savings 06/21/88
fi Loan
J. Summary ol Borrower's Transactio� K. Summary ol Seller's Transaction
... ... _ . . _ . ._. . _._. _--- -._._----- ---------�--��-�- -�--
100. Gross Amount Due From Borrower � 400. Gross Amounl Due To Seller
� �- � -------- ---
101 C�n�trncl Sak�;Pncr, .. . . (32 .�QQ QQ 4U1 Cunlr i��Sales Pnce
. _ ..__ . __ ' ___ <._ __. __ _ _-
102 f r itionnl PiUpeity 101 Peiso i�l PioPerty ����r� �_
. . . _ _. ._ ._ . _ . . __._. __ ---
1U3 Ilhrinenl Chmycs lu Hon��wei�lin�-IA00) __2�C�C��..�� 403
___.. ___. . ._. _ _ -- _-----_- _____ -
Il1A . . . A()4
. .... . _ . .__.. . _. _ _.____ _._._-_-___-____-_- _ __ __
10�i. .. . . _ . . ._ AUS.
... ._ . . _ .._ . _-_ .------- -._ __---___. ._____..._.__..------------ - -
Adjuslments For Ilems Paid dy Seller In Advance Adjuslments For Items Paid By Seller In Advanee
-- -- -. .__. ..... ... ...... ._. __ --------- -
IOf (:i�y:fown Inac.c tu.. . . . . .. AOfi. Cilyiluwn Taxe,s to
. ..._ _. _ ___.__ __. __... .___ . ___._..__--___-
,ui ������,iY ra.��s(�121!$$'°_12/31/$8 - 132._.57 ao� c������Y i, ��5�L�l/_$� 1��_._5_Z_
IUB Ass��ssmunis .l0 4U8. Assessinenls �o
.__ . __ _ __-____ .._____ __.__.--__ __ .__._ .___-__.-__.- -
,us s��n��o�T,,xes6/21/88!°_6/30�88 _ __25_.28 ��'� "�",°�i�"�'s�/21/S8� fz/ ._2$
i lU. Water Henl �0 410. Waler Renl �o
_------._._---------�------ ------ -----�,----..._.-�--�-
11 1 Sewe�Reni lo A l t .,ewa�R��nl to
_ . __.._.-____-_ .--.
117 412
120. G�oss Amounl Due From Borrower 95,649.41 420. Gross Amount Due To Seller 92,657.85
200. Amounls Paid By Or In Behall OI Borrower 500. Reduclions In Amounl Due To Seller
_ _ .._- __-__- _.__-__._ _._ . _..__ . ____
2U1 D�•posil or Earnest M��nc y _ .5���Q..Q� SOL Exc c sti Deposil�see Inslructions)
._. _ ___ __... - ----. .__.. ._.. ..---
2U2 Pimcipnl Aniounl nl New Lonn�s) �4 QQQ.�Q 5Ul Sculcinent Ch:iryes To S�Iler(line 1400) _ _.�tZ.1.2._�3�-.
:'ll'1 I Ki�'.liii�l I��:iii��,) I:iti�•ii'i��l��i�i;l I�i '�U:1. Lx��:liiit�Lu:�i��s)I�ht�ii$ul)�ecl�Tu--
.___ ._ . ___.__ . . .... - . . _. .____._______
704. ... . .. . ..- . - 5U4. Payolf OI F trs�Morlgage Loan
-- ._ . .. -- -- ----�---�- --------_._ .--_�-.____..__._..------
2U5 505 Payoll O�Second Morlgage Loan
_. . ._.. . ___._. _.. _-------. _...__.-----�--�-�---
2U(i .. .... . 5(Xi
_ . ..__._ . ..._____ ..-- - --- ------------- -
'IU7 . . .. _ . 1,07
. __.. .._. ..__.____.. ___.._ . .. ._._______-___- ---__--__
ZUE7 . ..� . 508 '
._._. .__.. -----_.. _._-�--�-------. _ _.--... __------- ----- ---� �- -
209 -... 509.
_. __. _ .. _. _ .. __ ._.___.. _..._ _ __._---��---------- - -----_-.
Adjustme�ils For Ilems Unpaid By Seller Adjustmenls For Ileme Unpaid By Seller
__.. ___.... _.. .---- -�----------.. ...--. .._-----
710 CIly.7uwn Taxes lu 510 Cily Town laxes to
. _.. . ___.. ._.. .. ..._._. ..... _ . ______--_ _
. . . __. . .. .. ______
21 I. Cuunly l lixuti lii 51 I. Cuunly TazeS lo
_ . . . . _ . . . .._ . __ . ._-_._. ___._.____.__. __-_
212 Assutismenls Iu .i12 AsseSsrneNs lo
----._ .. - --. .._ . . . . _ .. . _... _. __._...-- ------� -�
213 .`ichuui lavus Io 513. School T�ixr.s �o
.. ..__._ - __. _. .___ _..____.-._____-_ _
21d W.U�•�Hcid ...�. .� lo � 514. Watcrfirnl lo
. . . . . _ . .. _ ___.... ._ _..__...____________-_ __--________.
21b .` w��i Hrni h� '�IS. Sewoi Henl lu
. _. . .. ._. _ .. ._ .._.__- ---_-___-__- - _._ __-_.
21G .. .. . . . .... _ . .. . ._._ 516.
_. . ___ .. _.... _______._ ._. ...._ ._. ._.__. ___... .___--__---_- ._ -
21 i . . . .. ...� . :17.
-.__ . __-____ __.. . .. . --._... _ .. -- -
718_ .._. . _ . . 51tl.
'll'J 'i19. --�-----�-
220. Tolat Paid By/For Bo�rower ]9�Q Q Q.Q Q 520. Tolal Reduclioo Amount Due Seller
900. Cash At SeltlemeN From/To Horrower 600. Cash At Seltlemeol To/Prom Seller
. • __ __ . _ .___... . ._____.. . _. ______ .__ __-
:Iu� Grocs nmuum Due t iom F�unow����uie�201 95,641.41 b01 Gioss Amounl Due To Sellcr(line 420) 92�657.85
_ _ _ _ ____- _ -- ---- --- - ---
�02�Lrsr:Mnouid�,Paid Oy F ur 6onowu(�ino 220� (]9 1 000.Q� 602 Lcss Peduc�ions in Am�.Due Seller Qine 520) ( (j��12.3Q)
303. Cash � From ❑ To eo«oW« 16,649.41 60�. Cash �To ❑ From Seller 85,945.55
Ihnvecaiclu reviewed�hof-1UD-I '��Itl�•�n���dStaternenlandl�.�thebeslolmyknowledgeandbelief.disatrue:indaccuratestalemenlolallreceiptsand
rh!�,bwseni � inade on i y;iccuur u�UY�ne in Ihis Ir;�nsnr��on I lin�hu�curlily Ih1 1 have recerved a copy Of�he HUD-�Setllemeni Stalernen�.
.
. �- w--G"'�--y----- /--- -LL/"G'v---._...----(Purchaser)��� V / V ��. L ��r)
� � ��fiI n �, / / , � i (�,�/1 --c� ,,
' �.f i aCI�X/✓�-_._(Piirchasr,r)LL���..a�.,.C-_._� � .. . (52fler =�U��
... _ .._. .______.._._ --__.. ------------- ADURES`----------�----- ADDRESS
WAHNING:I�is a cr ime lu knowingly rn�he lalsr slalemenls lo�he United S�.des on�his or any other similar lorm.Penalties upon conviction can include a
hne:inr1 iinpi�summ�nl.PV�rlelails Sec� i illu tf7 U.S.CodU RuC�iOn 1001 tind Sac.lion 1010.
HUO�t 13i06)
SSf-I 1 RESPA.I IO-0JOS 2
L. Seltlemenl Charges
- --.._--._.__--�---- ------ .. .---- --- —�
700. Total Sales/Brokei s Commission Based on Pnce S 92 rj�0.�0@ 6 °�o= 5 55 0.00 Pald From Pald From
_ _ _.. . __ _ -_ _ . _ --'--------- -'-----
. . Divisiun ul Cunuwsswn(lin.�7U0)l�r.1 ollows. BOffOWBl�i SellePs
_._.__. __-_---� _—________-
�o� �_2,800 ��__Donald_E_ Di�hl_
Funda at Funds al
__ __ _--
n�.� 5 2,75Q ��� Russell_AssoCs______ Seltlemenl Settiemenl
_ _ _ — - ------
i 03 C n�nussion h-uU AI SUllumenl _����Q�� �
._- .._ _ ..____-__ -__.. ._-____.._ _____—-_-_— .__—
704 � �
800. Items Payable In Conneclion With Loan ___
...._.._. _ ..._ _ ... .-- -.. . ---
&01 Luan Onginatiun Fce ], .%_._�;1TS t FedEYc'�.l_��74�.�� POC__
._ . _ . .. --------- � ..- ---
����:� � �;���n�,�������� _ 12 '%�, First I'ederal _ 1,1_10,00
_ _ _
nu:, n,�,�i�us�d r��u io
- . _ . . . . _. .._._.------ ----- - ----- .__._-_. .- ---.___--
III1�1 ('.Ii��lil Ili'����il .. . . ... I��
_ ._. . ..__... _..__'_". ... ._.. _ .__.._..
HU:� L��iiJ�:i'S Ii1:.N�;t:liuii F���
_.. _ ._. '._. __-__"_..._ .-.___._ _-__ e
80(i ���X'pC���X����plir.alion F�i•lo F3.�S� F��S.'r�l._.�.YZQQ�Q91....--_.---. _--�Q�- --------
tlUi /�,;���iii��ti�iii f vi:
....__ __ .. . _____._. _ _. .______ _. _.__.._�_._._—_______--_- _- .
tlUH
.. ..__ _.__. . ..________.. . . ._�__ _-_ __._._____ .___._____-_.___-__-_
tl(1�1
_ __ ... . _. . .. .._... . ._...._._.._ _.-_-_.________.-_"...._""_"___" '
tt I Il
_-__._ ..... _._. __________--_ _"_..__' _- _
. _-.... . ...___-___.._ .. ....__
H11
900. Items Required 8y Lender To Be Paid In Advance
_. .. . . _. ..__. __. . . .. ---- ----
- -.
yoi i��i������ii�����6�21/B�'°b/30/8a_�,�,g20_5�6__ ia�Y -- - - 205.56
907 Mur�yHye Ins�iruu�,Picrnwm loi _ ._____monlh5lo .._______.___ _
903 lid�.ud In::iu:�nci�P�unnum lur_ .� .. �_ .. . years to -.._
._._ .__ ._._____-- -.__._.__--_.- -_ -____
9U4 -. . . . .. YeeB�o
. . . _ . _ ....__.....__ _ .. .___ ._._...._.-_
9(1':
1000. fleservesDepositedWilhLender _________ __
IUill Itn:�udlnsurdn��� n�unlli�UOA, � �����peimonth
..._ . ..._. . _ .. ___ _.. .____.- __. .___- -____...
1(IU'l Mur�qagc Insu�.�nGr. nionihs U�1� pt r mon�h
_ _....._ .. ._ -____._-_—_-_.___-_ - ____ _-_-_.— _ —
Ilill'.f l;ily{'���{�(�ily l�i.i`s ���uiilllti�i��$ per�itOrllh
______ ""'__...__""" _. __.-____. _. .___"_-___--
IU0�1 Cuunty I'iu�icily I dres .. mun�hs bu$ pw mon�h �
-___- _...._ _. _ . .____. _-_ .._____-_ _- _-_.
IUU`� �unu.J Asw�smunls inunlhs p��S Per monlh
.. . .. ... ........_. __ ______._.
IU06 tichou�f'ioperly Tases ❑wnihs lm$ pef monlh
. ____.._. _�__.___--._( _ .__.__...___ _-__ _
IOUi . ..� . . .. - niunths(m )�r month
___._.-. __._.. ._._. .$ ._.______—.� __- -
1U07t . .... nwnlhs i�i, �er monlh
1100. Title Charges �
. __ __. _ _._. ___. _-- � -- -... -----------
I lul .���IUuu�unl ui Llusuiq f ci: lu -- - ---- - ---
-_.. ._.____. ..___' .. .. ___.._ �—
110� AUshacl or Tllla Search lo
. _.._.._.__.._.. _..-- ______----___--__ __
I10'S lilluGx.u�un.iGon �o
_ __...___._..._ .. .... ___.___ ___..___ __-___ _ _-__.__ __ _ _--
I I11�1 I dlc Insur�inar(lmdi•r lu
_.__.. . __ _. . _._____ ____._
�nc, u�,<<������u t�_�,.��,���„��_-- _<<,--_ _Loui�_.I__Ad1er Y Es4.---------65.00_
---
������ N�t�uy Fc� �� Cash __- - -- - - --_ _ ---_2._QIl - —2,00
- - - -- - --
��ui nuo�noys F,�s �� gQger_MM�rgenthal,_Es9---- --- POC
I�ncludeti��bnvc ilcins numhcrs. �----- ---- � 1
..._.____ ._ ____ _.._.._._ -. -_.____-_ ___-_-__-__
IIUH Idlelnsur:inCu lo _...ATI�'i '___ '_'_ .--._ . -- _ _—flfl�-..-�-�_ .
. . .._.._ _. _- ____. ._ ___.
�ncludn5 d ovu il�•in�numbqis 1
. . . . . ___.... ._.__. __. _.__ .._...._.
iiuu ��•���i�,�,c �.�:���,� $J4,O�Q.�Q_
_ __ _ - -.__ - -- - -
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_ _ _ - - _ --- _----- --
i i i:� u �,r��5���rn�i����r��,:
----__ ___ _ _ _----_--- ------- --
ii�:�
1200. Govemmenl Recordiny and Trumlcr Charges �
. ..______ _ . -.. _ __...._ _.. .. .._... _____._--_.
1[01 Hccoidinq Fucs� Ow•d y_12.�Q . ..Murlguyu$�_44.__ _Relcasu5$____ __-__ _ _ 24��fl
—__...___.
i:u: c��Y c�;,����, r,�, s�;����i;� u�.�:�,s �,����ea��E:sTransfer_Tax ._--- _.._.925._Q� ---925.II0
_.
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_ _ . - --_
i:�u.�
_ . _ ._...__. ___ .._ . .
l:'U6
19U0. Atldilional Seltlement Charyes
. _ _ . ____ . _. . . .__-__._. __-_..__.
�f01�xx�cRadoh� to Radonix. _ ___86.41
--
cs��.� ��,•.�����,,,,•���������� Ehrlich _ 50.0�
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_ __ _ __--______ _ _-- - -
��„a �;,�W���F��:��� SQ. Middleton.Twp. , MunicipaLAuth. (Apr. ,May & _.Iune).___ ____78.39
�:,���,
1400. Total Snttlemenl C�arges(enter un lines 103,Seclion J and 502,Section K) 2�991.56 6�712.3�
I i,Ilu�6�-d UI niy knUwluJ��21h��FIUD��1 SrlllumCnl St:ilPumnl wluCll I hnvL•prUpmed B H IruR end'uccUrelC Flccounl ol lhe lUnds which weru rLCCrvr.d
.iw1l�,ivr I�i•rn ui will b���IitiUuis:J by�Iw un�L:isu�nCd nr,purl ol Ihu s'ell6?ment ol Ih�S Ir�nSncl�un-
___ . ... _.. __. . .__._ _____--__.____-_______
�.m���.�.i i ii � O:nr
titif-11
REV�1503 EX+ (9-81) � �
COMMONWEALTH OF PENNSYLVANIA S(;HEDULE "B"
INHERITANCE TAX RETURN STOCKS AND BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
CATHARINE E. BAISH
21-88-251
(All property jointiy-owned with Right of Survivorship must be disclosed on Schedule"F")
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Agway, Inc. , membership common stock, Certificate 41A-167914 $ 25.00
(one share at $25.00)
2. Agway, Inc. , 9 1/2f Mbr. Mny. Mkt. 4�MB-4002 10,000.00
3. Agway, Inc. , 9 1/2% Mbr. Mny. Mkt. ��MB-7049 1,000.00
4. Agway, Inc. , 10% Mbr. Mny. Mkt. 4�MF-3465 1,000.00
5. Agway, Inc. , 8% Mbr. Mny. Mkt. ��MH-675 1,000.00
6. 300 units, Nuveen Tax-Exempt Trust NT-355, valued by interpolati n
of redemption figures for day preceeding and day after date
of deatti at 24,859.50
TOTAL fAlso enter on line 2, Recapitulation) $ 37,884.50
(If mora s�nce is needed insert additionai sheets ot same size)
` �V V��� ' .Inhn�'uc��rn�A('u.In��nr��nr.ilcd ;1;,;t�V�����I \\,i�•I;��r Uric�• f��l����h��n��:�I'?.!�t�.��nn
� Inc��.�lmm�l Itanl:��n� ('hi��;i���i.Illinuitil�nitllG-I"�G
June 15, 1988
Flower, Kramer, Morgenthal & Flower
Roger M. Morgenthal
Three Irvine Row
Carlisle, PA 17013
RE: Estate of Catherine E. Baish, deceased
NT-35-S
Dear Mr. Morgenthal :
Thank you for your inquiry regarding the above referenced investment in a Nuveen
Tax-Exempt Unit Trust.
According to records held at United States Trust Company of New York, trustee for
the Nuveen Tax-Exempt Unit Trusts, the above referenced trust is registered as
follows: Catherine E. Baish
No other accounts were found registered as: Catherine E. Baish
In response to your request, please be advised that the redemption value of the
above referenced individual ' s trust holdings of the date of March 18, 1988 was as
follows:
� Trust $Bid/Price Unit + $Accrued Interest/Unit Units
NT-35-S $ 80.95 $1 .96 300
The value of those same holdings as of March 21 , 1988 was as follows:
Trust $Bid/Price Unit + $Accrued Interest/Unit Units
; NT-35-S $ 80.82 $2.00 300
Enclosed please find instructions for redeeming units of Nuveen Tax-Exempt Unit
Investment Trust.
I hope this information has been helpful . If you have any further questions
please feel free to call us station to station collect at 0-312-917-7810.
Sincerely,
JOHN NUVEEN & C0. INCORPORATED
"'� 'I
���� �
� Jennifer M. Pope
Customer Service Unit
Enclosure
f.� Y1 �� � '
•�1.� .�'� l; �� �,
� F
-}�'�_� y_ �,,;-'e'�9 _ � ��
AGWAY �,b ��lc ti;.,�, :'��`��S�"��
o ��� ,,} r. - ���� `��-t,
/�t�iJUd�Y If�IG., FL7 B�X 493;3,�YF1f�C,USE. NFW YORK 1�221-4933 ��� e,
April 12, 1988
Law Offices
Flower, Kramer, Morgenthal & Flower
Three Irvine Row
Carlisle, Pennsylvania 17013-3019
Attention: Roger M. Morgenthal
Dear Mr. Morgenthal:
This is in reply to your letter requesting we furnish you the
requirements for redeeming the Agway securities, registered in the
name of the late Catharine E. Baish, outstanding as follows:
SECURITY TYPE CERT �� $ VALUE
Membership Common Stock A -167914 (1 sh/$25 par) $ 25.00
912% Mbr. Mny. Mkt. MB-4002 $10,000.00
9z% Mbr.. Mny. Mkt. MB-7049 $ 1,000.00
10% Mbr. Mny. Mkt. MF-3465 $ 1,000.00
8 % Mbr. Mny. Mkt. MH- 675 $ 1,000.00
The ,requirements for redeeming are as follows:
1) Certified Copy of Appointment of the Executor/Administrator
dated within six months of presentation.
2) The five certificates signed on the reverse side by the
Executor/Administrator with the signature witnessed by
an Agway employee or guaranteed by a bank.
3) The enclosed W-9 Form completed and signed by the
Executor/Administrator, certifying the Taxpayer
Identification Number of the estate.
Upon receipt of the items listed, the transaction can be completed
with a check issued payable to the Estate of Catharine E. Baish and
forwarded to you.
A self-addressed envelope that requires no postage is enclosed for your
mailing convenience.
Sincerely,
�
,.����,�;� �"(�,l.-L.X.�'�...
�Salli Pauli
Securities & Refund
sp/enc.
'3'�3 Rt ITTFftPl�.l( f�(li��F,C�F�'��I T�. M1ls�n,t�.��,r�1' 1'��1,�
REV-1508EX+ ,z.a�, SCHEDULE E
� �'� CASH, BANK DEPOSITS AND
COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS
INHERITANCE TAX RETURN PERSONAL PROPERTY Please Print O� T @
RESIDENT DECEDENT YP
ESTATE OF FILE NUMBER
CATHARINE E. BAISH 21-88-251
(Ail property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
l. 1976 Dodge Aspen SE Automobile, VIN NP4IGGF-154134, mileage
56,930, appraised at $ 900.00
2. Personal property, household goods, furniture, yard &
garden equipment, etc. , as itemized in an appraisal (copy
attached by George Haar, Auctioneer} 10,859.75
3. Hill Financial Account 4�14-05-000026, date of death
value (including accrued interest) of 18,882.18
4. Hill Financial Account 4�19-03-900580, date of death
value (including accrued interest) of 12,046.54
5. Hill Financial Account ��19-69-001142, date of death
value (including accrued interest) of 12,973.57
6. Hill Financial Account 4�28-69-006395, date of death
value �.�ncluding accrued interest) of
10,616.55
7. Commonwealth National Bank Account ��220-070271, date of
death value (including accrued interest) of 9,314.01
8. Commonwealth National Bank Account ��222-122606, date of
death value (including accrued interest) of 3,838.17
9. Commonwealth National Bank Account ��220-126122 in trust
for Cambria R. Baish, date of death value (including
accrued interest). of 529.84
10. Commonwealth National Bank Account �1220-093785C, date of
death value (_including accrued interest) of 10,037.47
11. Commonwealth National Bank Account ��220-087368C, date of
death value (including accrued interest) of 15,052.92
12. Commonwealth National Sank Account �i220-084596C, date of
death value (including accrued interest) of 10,098.61
13. Commonwealth National Bank Account ��220-001578C, date of
death value (including accrued interest) of 10,146.25
14. Commonwealth National Bank Account �1190-001077C, date of
death value (including accrued interest) of 10,300.35
15. Commonwealth National Bank Account ��190-053495C, date of
death value (including accrued interest) of 15,158.12
16. Partial refund from 19-88 County, Township & LiUrary and
1987 School Taxes from house settlement proration
17. 1987 IRS Tax Refund received 79.00
(CONTINUED ON ATTACHED SHEET)
TOTAL (Also enter on line 5, Recapitulation) $
(Attach odditional 8'/a" x 11" sheels if more space is needed.)
REV-1508EX+ i2-e�i SCHEDULE E CONTIN ED
���� CASH, BANK DEPOSITS AND
COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS
INHERITANCE TAX RETURN PERSONAL PROPERTY Please Print O� T 6
RESID[NT DECEDENT YP
ESTATE OF FILE NUMBER
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION VALUE AT
NUMBER � DATE OF DEATH
18. USF&G Insurance, refund on homeowner' s policy $ 44.00
19. Investors Life Insurance Co. of North America (CIGNA
Securities, Inc.) , Annuity Policy/Certificate
�d303 HD 0000 195; 69,084.863 units at 1,6127 111,413.16
20. Five (5) Executive Annuities owned by decedent as valued
by Charles W. Telfer, General Agent for American General
Life Insurance Co. , as follows:
GA 00148
A. C2 300 724 6A 35,287.91
B. C2 300 724 7D 63,229.92
C. CO 125 957 1D 13,547.80
D. CO 125 957 2D 13,547.80
E. CO 125 957 3D 16,257.36
21. Two (.2)_, checks for interest on Harris Savings
Account 12-136272 66.88
22. One check for F�ecutive Annuity C23007246A 643.40
23. Interest chedk (.l)_ , Conm►onwealth National Sank
Account 0.7700502 315.97
24 . Interest check (1) , Hill Financial Account 03-900580 76.98
25. Harris Savings Association, C.D. 4�04-12-136272, date of
death value (including accrued interest) of 5,021.11
26. Auction proceeds 2,136.90
TOTAL (Also enter on line 5, Recapitulation) $ 412,422.52
(Attach additional 8�h" x 11" sheets if more space is needed.)
� �a'eoxge Haax, Auctioneer �
R. D. #5, BoX 294
Dillsburg, Pa. 17019
Phone 432-3$15 April 2, 198c�
Catharine E. Baish
202 Hill Top Road
Boiling Springs, Pa. 17007
Listed belo�u is my appraisement of Personal property of the
Catharine E. Baish Estate.
Doughtray on legs 65.00
Ward Airline Stero (Af�1,F^1 Radio) 25.0�
Zenith color TU Set 100.�10
White marble top walnut oval stand 250.00
2 piece living room suit (early american} 200.00
Green platform Rocker Recliner 65.C10
Gold Platform Rocker Recliner 65.00
2 maple end tables ea. �25.Oa 50.00
5 plank Chairs ea. $35.00 175.00
1 Windsor type plank chair 35.00
Chaulk Cat 25.0[J
2 jugs ea. �7.50 15.00
Oil can decorated 10.00
Quilt Book, Afghan Book and others 10.00
Wash Stand Refinished 2[J0.00
f�laple round table with 2 boards & 6 chairs 200.00
Oak oval china closet 500�00
l. Fleisey Pitcher 35.0�
2. Set of dishes service for 12 (Japan) 1CJ0.0(J
3. Bevarian Sugar Bow1 5.00
4. Cream and suyar pattern glass 20.00
5. Creamer pattern button 5.00
6. Chinese mustard and tooth pick holder 6.00
7. Salt and pepper tooth pick holde� (Japan} 10,00
E�. Goblet (diamond point) 3.00
9. Amber creamer 4.00
10. 3 cups and saucers ea. $4.00 12.00
11. Lemoges Haviland Tray 15.00
12. 12 Champagne glasses clear 12.00
Paqe 2
13. 9 l�ater glasses clear 9.�0
14. 2 vinegar cruets ea. $£i.00 16.C]�
15. 2 clear wines ea. `�1.O�1 2.00
16. Creamer and suger (gold band) 1�7.Of]
17. 3 goblets ea. $f.00 1�.�0
lfl. �� goblets clear ea. .50 2.00)
]_�. China creamer (flowered) B.OtI
20. cream and sugar 4.00
21. misc. small pieces - 2 dolls 4.00
22. China dish S.00
23. Pattern dish 4.00
2�F. Celery pattern 12.50
25. Dish ,25
25. Grape dish 3.5�1
27. Dish 2.00
28. Dish 3.00l
29. Darnival dish 3.ClfJ
3U. Ueqetable dish 15.0(]
31. Nippon Bowl 5.0�
32. Ec�g dish .50
33. 6 plates (Japan) ].�1.00
34. Ridgeway set of dishes (23 Pieces) 35.OL1
3`�i. Chinese nut set ( 7 pieces) 15.00
36. Salts (6) 6.C10
37. Haviland china dish 10.00
3;3, Christmas cup and saucer 1.�lCl
39. dish (Japan) 1.0�
40. Hand bell 25.00
41. etched pitcher 15.(JO
42. 2 dishes ea. .50 1.00
43. Dish 1.0�1
��4. Silver dish and Fostoria Tray 1[J.00
45. Flowered plate 5.00
46. Black Onix dish 1C1.OL�
47. Butter patties 6.(l0
4�3. Nippon dish l.�0
Paye 3
49. Candle set, clear (Heisey) 40.OU
50. Gold dish 2.00
51. Dish 3.00
52. China dish 4.�0
53. Dish 1.00
54. Etched vase 'L.00
Grandfather Clock ( Sun and �1oon dial)
some veneer off. needs work on case 3500.t70
Tray .50
55. Oak solid seat rocker 75.00
56. Set Sterling silver Flat ware
33 Pieces ea. ¢C.00 198.00
57. Set Sterlinq Siiver Flat ware
23 Pieces ea. $6.(1� 13E3.00
5�'. 7 Piece 5terlinq Flatware ea. $6.00 42.00
59. Silverware 5.00
4 Bar Stools P1aple Swivel ea. $30.0� 12�.00
Barometer 5•fl��
Hide-A-Bed 125.00
Electric Fan 6.(]0
Card table 7.00
Mahogney drum table 40.L10
b0. Rocker upholstered 35.00
, Desk chair 5.00
E Electric Sinqer Sewing f1achine 75.00
Iron office safe 200.0[l
Floor lamp 2.00
Clothe tree 25.00
(�uilting frame (Modern) 10.00
White porcelaoe table 2.(J�
Pitcher and Bowl 25.00
Maple dresser and bed 225.00
Empire Chest 100.�[1
Refinished Wash Stand 150.[l[J
blooden Lamp 4.00
(luilt 100.00
61. Iver Johnson Pistol (22) 65.0�1
62. Springfi�ld 45-70 Rifle W/Bayonet 125.00
63. FI&R 410 Guage Single Barrel Shot Gun 50.00
64. 6�Jinchester 243 cal. Bolt Action Rifle i�l/Scope 2(]L].UO
65. 1'L ga. Rabbit ear double barrel 50.00
Page 4
b6. Pump shotgun 12 ga. Polly choke 75.�0
Royal typeuiriter 7.00
Oval braided rug �,pp
67. 3� cal. pistol 25,pp
, 3 scopes 15.0�
RCA portable Color TV W/ Remote Control 100.0�
68. P9aple Rocker 30.00
Blanket Chest 25p.[��
Empire Chest (White Knobs) 125.0(J
Pitcher and Bowl 7,pp
3 piece waterfall Bed Room Suit 160.0[l
Clothe Hamper 1.50
2 drawer Niqht Stand 110.Q0
Luggage �p,(�p
Scales ,50
Impac Wrench 50.f70
Garne (Baseball) 20.00
Sprinkling can 1.5[l
Wedge 3.50
Electric Dryer 100.00
Kerosun Fleater gp,�p
Alum. Step ladder 4.00
Electric Hedqe Clippers 15.0[J
Push Broom S.OL�
Electric Cord 3.00
Power Rotery Lawn Plower 4�.00
Trunk 20.00
Riding Garden Mark 12 HP
Electric Start 4�3" Rotary Mower 375.�0
Parker Lawn Sweeper_ 75.00
Picnic table and Benches 341.C7W
Signature chest deep freezer 211�.U0
Fork S,���
Hoe 2,�p
Igloo cooler 1.5p
High chair fl.00
Exerciser 20.11�1
Alum. Scoop Shovel 10.00
Storage Racks L5.Q0
Page 5
Scotts spreader � ����
Fleurscent Plant light 5•��
Oak Bookcase 125.Q�
Roll chicken wire 2•��
Table Radio (gray) 2.00
Iron Gypsey Pot 20.U0
t�lood Box 20•��
, Canner 3•��
2 Benches ea. �10.(JO Z�•��
Bear Bow and Arrows 1�.00
Electric Ceiling Fan Liqht 50.0[7
Fordson tractor (on Rubber) 350.OL)
TOTAL APPRAISEf1ENT 1Qtf359.75
/r" -e�IY
��
� �i3����
GEORGE 1IAAR UCTIONEER
R.D.��S, [30X 294
DILLSf3URG� PA. 17019
�..,._.. . ,
FREDERICK & FAIR
901 Walnut Bottom Road 205 Noble Blvd.
Carlisle, PA 17013 Carlisle, PA 17013
717-243-9989 , 717-249-6488
March 31, 1988
Roqer M. Morqenthal
Flower, Kramer, Morqenthal & Flower
3 Irvine Row
Carlisle, Pa . 17013
Re : Catherine Baish Estate
vehicle : 1976 Dodqe Aspen SE, VIN NP41G6F154134, Milaqe 56930
Dear Mr . Morqenthal :
We examined the above vehicle and estimate the retail value of
the vehicle to be 5900 . 00 . Noted body rust on both rear wheel
wells and both front inner fenders . �
Sincerely, �r
� , ,
' ;�� ; .!
.�; Y, � ,,�'� . ,
Thomas Frederick
Quality Mobil Products
SPAHR AUCTION SALES
44 N. BEDFORD STREET �0,101.'•."f"
I(IFR�IMG SiSilMS
' CARLISLE, PA. 17013
, Phone: 717-243-5010
� Bvye.
'2 � I � �
���.�'l O�t i.�? 0 t—��� ,(,�,f�,, .4.,�:- ;�i.i!�'�, c�.�1� �'��
o..«o�►.►..��:«
CIF�RING STfIFMf
TOTAL SALE �/ J I'� , C�)
J ��� l�� g„y�.
LESS COMM.
� j ��� ��
,
AMOUNT PAID TO CONSIGNOR
•• �..l(Ol/.��.I7fN
.E�KIMG StSIFMf
- B„ye.
� ,IFOI�.►�.USN
:R(ING fYSTEMS
Boyo
I
J'�" ('1 ,
COMMISSION CHARGED ` �� �� „o,,,►..,,�,
( uiwc srsru�s
A�y errors in the above must be corrected within Seven Days or no changes wiit be allowed. e�Y�,
THANK YOU
ITEM�RECEIPT SYSTEM�� �r M�RICR 1(0.,IFOI�,►A.17510 �j �r M�RICIf t(0.,lEOI�,►�.17Sy
AUCTION(IfRRINGSTii[MS �iEM/RECEIPT SYSTEM AUCTION(l{�I1NGfTSiUS
ITEM NO. 659999 -6 S ITEM NO.
� 659999-12
H �
E
E
Io� euye. NO.� lo�
�_ ' B�yer
�__
� y. �
_ ___ fOiAl
1 !
�Ce
�' �` •�
-a Y �
c y ��.�,��.� � saving� a�sociatiUtt
9Z �
Q �5~ SECOND AND PINE STREETS • P.O.BOX 1711 • HARRISBURG,PA 17105
SAV�NGS SPEG\P� AREA CODE 717-236-4041
Nay 1H, 1988
FLUY+'�, nRAh9liR, MGKGAIvTHAL & F'LUwEit
3 Irwin Row
Carlisle, Pa, i�oi3-3o19
The inforr.iation which ,you reque:ted on the account(�) of �ath,�rine �.
_flai Gh r��tat�P (Soci�l Security IJumbFr i �-nq-6��� ) is as folloa�s.
!'�ccount P�umber(s) 04-12-136272
Class of 1lccoun� Cert. 8 Yrs.
Date Opene�' 11/�/8E
Principal Balance 5,000.00 �
��ccrued Interest 2L.11
Dalance ut 5,021.11
Date of Death
Account
Ownershio Individual •
Name of Joint
Owner, if nny
Date Ownership
W�s Est�blished �1���78
Additional Infor- Please complete th� enclosed w 9 and return it to my
mation Requeste� attention. �hank you.
Sincerely,
, J ea�� K �
Administrat'on L'ept.
American General Life
Insurance Company
RD#3.Box FA60•Harrisburg,Pennsylvania 171 12 A Subsidiary o1
BuS.(717)469-0931 American General Corporation
Charies W.Teller
General Agent May 13, 1988
Mr. Roger M. Morgenthal
Flower, Kramer, Morgenthal & Flower
Three Irvine Row
Carlisle, PA 17013-3019
RE: Catharine E. Baish Executive Annuity Values as of March 19, 1988
Dear Roger:
Enclosed on a separate sheet are the values of the above annuities.
I have requested claim forms in order to have the benefits of these contracts
paid to the beneficiaries which are, under all contracts, Catharine Baish's
children, in equal shares. In order to do this I will need one more death
certificate. ,
If for any reason you would not like me to start the processing of these bene-
fit payments at this point, please let me knoco.
Also, Executive Life is sending us formal copies of these March 19, 1988 values.
If I can be of help or service in any other way, please let me know.
Sincerely,
�
Charles W. Telfer
Enclosure
oa�a AMERICAN
vaco° GENERAL
� .
r_ ' • �
CATHARINE E. BAISH ANNUITY VALUES AS OF 3-19-88
I. Executive Annuities:
1. GA 00148 3-3-87 $35,287.91
C2 300 724 6A (Present value of unpaid
payments)
2. C2 3U0 724 7D 3-3-87 $63,229.92
�. CO 125 957 1D 2-28-85 $13,547.80
��. CO 125 957 2D 2-28-BS $13,547.80
5. CO 125 957 3D 2-28-85 $16,257.36
400 Main Street. P.O. Box 42G, Red Hill, PA 1807G• 215-679-3131 or 679-9506 �
�: .� HILL
. FINANCIAL° - �
May 11, 1988 DECEDENT: a h ri n . Baish
D.O.D._ March 19, 1988
Roger Morgenthal
FLiOWER, KRANIER, MOR;ENTHAL & FLOWER
Thr�e Irvine Row
Carlisle, PA 17013-3019
Dear Mr. Morgenthal:
As requested, we are pleased to provide the foilowing information:
Account Title: Catherine E. Baish c/o Catherine E. Baish c/o
Account Title:
'Senefic�ar'y: Forest Park Nursing Home �����
Account #: 14-05-000026 Account #: — —
Transferred From Account #: ----- Transferred From Account #
Balance as of D.O.D.: $18,655.67 Balance as of D.O.D.: $10, .
Accrued Interest: $226.51 Accrued Interest:
Date of Death Value: $18►882•18 Date of Death Value: ' '
Opening Date: February 20, 1976 Opening Date: Mac�1 1 � 19R7
Maturity Date: N A Maturity Date: un��Aml,Ar 11 1989
►
Account Title: Ca�herine E. Baish c/o Account Title:
Bene�c�ary:— �orest Park Nursing Home Beneficiary:
Account #: 19-03— 0 Account #:
Transferred From Account #: ------ Transferred From Account #:
Balance as of D.O.D.: $1 � ' Balance as of D.O.D.:
Accrued Interest: ' Accrued Interest:
Date of Death Value: ' ' Date of Death Value:
Opening Date: ay �
Opening Date: _
Maturity Date: ay ' Maturity Date:
Account Title• C��itierine E. Baish c/o Account Title:
Beneficia — �ores ar ursing ome
i'Y� • _ _ Beneficiary:
Account #: Account #:
Transferred From Account #: ------ Transferred From Account #:
Balance as of D.O.D.: $�,9�9.49 Bala.nce as of D.O.D.:
Accrued Interest: � 44.08 Accrued Inierest:
Date of lleath Value: $12,973.57 Date of Death Value:
Opening Date: nuar� $, 1 987 Opening Date:
Maturity Date: Jul� 7� 1989 Maturity Date:
If we can be of additional assistance, please feel free to contact us.
,,��incerely, '�
,J ,4,�
,,, :.�;��- .
;
;%�John P. Green .
Ass� Vice President
L� Savings Administration
JPG:dkl
. Hill Fina�cial Savings Association
.
INVESTORS LIFE ItJSURANCE COf1PANY OF NORTN APiERICA
EqUITY PRODUCTS DEPARTHENT 23 TOWER
1600 ARCH STREET
PHIIADELPHIA PA 19101
STATEFIENT OF ACCOUNT
Annuity Policy/Certificate Number� 303 HD0000195 Date of Report� March 31r 1988
Annuitant� CATHARINE E BAISH Agent Name: ROBERT E KLEIN
��� Broker/Dealer:
� 1 f 1
CAT}IARINE E BAISH CIGNA SECURITIES INC
%FOREST PRK MIRSING NOME CUSTOtiER SERVICE UNIT
700 NAINUT BOTTOH RD ' I F D MARKETIN6 S 323
CARLISLE PA 17013 NARTFORD CT 06152
� J L J
Variable annuity sales are �nade by persons ►rho, in addition to bein9 licensed insurance asents
of the insurance company, are resistered representatives of the broker/dealer shown above.
Asent Phm�ber� 3C68903900-1
ACCUFIULATED ACCOUNT VALUE AS OF March 31 � 1988
Units Unit Value on the
Account Division Acc�nnulated Valuation Date Accumulated Value
CIG�U1 A��IUITT FUT�D INC INCOME PORTFOLIO 69�084.863 1.6127 S111,413.16
Accumulated Accinnulated Accumulated
Gross Payments� S69r264.92 +� Net Paymen�s� S69,264.92 Total Val�e� S111,413.16
* Note: The net paymen{ amount is the 9ross payment amo�mt less the ded�ctlons specified in the contract.
Seq A: 861/ 3167N
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REV�1511 EX+,,z.e5, SCHEDULE H
��� FUNERAL EXPENSES,
COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND
IN RESI ENTED CEDENTRN MISCELLANEOUS EXPENSES Please Print or Type
ESTATE OF FILE NUMBER
CATHARINE E. BAISH 21-88-251
ITEM DESCRIPTION AMOUNT
NUMBER
A. Funeral Expenses:
� Hoffman-Roth Funeral Home, Inc. , Carlisle, PA $ 4,239.40
2. Wayne Noss Flowers, Boiling Springs, PA, flowers for funeral 83. 74
B. Administrative Costs: Diane B. S tamy
1. Personal Representative Commissions Carolyn E. Bartlebaugh
Social Security Number of Personal Representative: 199 - 34 - 9873 (DBS)
Year Commissions paid
1988 206 38 7671 (CEB) 27,050.00
2. Attorney Fees - Flower, Kramer, Morgenthal & Flower 27,050.00
3. Family Exemption
Claimant None Relationship
Address of Claimant at decedent's death
Street Address
City State Zip Code
4. Probate Fees - Register of Wills, Cumberland County, PA 190.00
C. Miscellaneous Expenses:
1. Register of Wills, Short Certificates 30.00
2. Evening Sentinel, Advertising Letters 33.92
3. Cumberland Law Journal, Advertising Letters 30.00
4. Frederick & Fair, appraising automobile 25.00
5. George Haar, Auctioneer, appraising persoual property 80.00
6. Various payees, notary public fees 20.50
7. Realtors' Commission on house sale 5,550.00
8. Termite Inspection on fiouse sale 50.00
9. PA Realty Transfer Tax on house sale 925.00
(.CONTINUED ON ATTACHED SHEET)
TOTAL (Also enter on line 9, Recapitulation) $ 66,638.06
(If more space is eeeded, insert additional aheets of aame size)
SCHEDULE H
C. Miscellaneous Expenses Continued:
10. Met-Ed, electric bill for house until sold. . . . . . . . . . . . . . . . . . . . . . . . .$ 279,27
11. United Telephone Company, telephone service until disconnected. . . . . 48.56
12. South Middleton Township Municipal Authority, water & sewer
service until house sold. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161.04
13. Betty J. Williams, tax collector, real estate taxes, 1988
County, Township & Library (see Schedule E for partial
refund on proration) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250.72
14. Register of Wi11s, Reserve for Accounting. . . . . . . . . . . . . . . . . . . . . . . . . . 150.00
15. Recorder of Deeds, Reserve for Releases. . . . . . . . . . . . . . . . . . . . . . . . . . . . 60.00
16. Personal representatives, reserve for closing expenses. . . . . . . . . . . . . 100.00
17 . Lee R. Sunday, Lawn Mowing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.0..00
18. Edwin Bowman, repair garbage disposal for house sale. . . . . . . . . . . . . . . 24.00
19. American Tit1e Ins. Co. , distribution tax report fees. . . . . . . . . . . . . . 20.0.0
20. P.adon test for house sale (Radonix) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86.91
REV•1512 EX+ (7-g3)
COMMONWEALTH OF PENNSYLVANIA SCHEDULE "I"
INHERITANCE TAX RETURN DEBTS OF DECEDENT,
RESIDENT DECEDENT MORTGAGE LIABILITIES, AND LIENS
ESTATE OF FILE NUMBER
CATHARINE E. BAISH 21-88-251
ITEM
NUMBER DESCRIPTION AMOUNT
�, Commonwealth National Bank, deduction from checking account
after date of deat� to reimburse overdraft caused by debit due
to refund of unearned but directly deposited Social Security
Check $ 448.00
2. Carl�isle Hospital, Statement 19.70
3. Claremont Pharm-a-care, Statement 45.15
4, Presbyterian Homes, statement 57.00
TOTAL (Also enter on line 10, Recapitulation) $ 569.85
(If more soace is needed insert additional sheets of seme size)
REV-1513 E%+ (2�87)
i"
!��` �' SCHEDULE J
COMMONWEALTH OF PENNSYWANIA BE N E F I C IAR I ES
INHERITANCE TAX RETURN
RESIOENTDECEDENT
ESTATE OF FILE NUMBER
CATHARINE E. BAISH 21-88-251
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
NUMBER SHARE OF ESTATE
A. Taxable Bequests:
1. Larry Jay Baish (206-32-1241) , 295 Red Tank Roa Son $15,000.00; 1924
Boiling Springs, PA 17007 Frodson Tractor &
1/5 of remainder
2. Diane Baish Stamy (199-34-9873) , 1191 Baish Roa Daughter marble top stand &
1/5 of remainder
3. Carolyn Elaine Bartlebaugh (206-38- 7671) Daughter Sewing machine; set
3913 Rosemont Avenue of green dishes &
Camp Hill, PA 17011 1/S of remainder
4. Jerry Duane Baish (194-42-7835) Son $15,000.00;
112 Nancy Blvd. Firearms; chest of
Middletown, PA 17057 drawers & 1/5 of
remainder
5. James William Baish (175-48-4421) Son antique safe; chest
205 South 13th Street of drawers & 1/5
Lewisbury, PA 17837 of remainder
6. Cambria Baish (161-62-0160) , 119 N. High St. Granddaughter $1,000.00
Duncannon, PA 17020
7. Terri L. Baish (187-68-7713) , 295 Red Tank Road Grand sor� $1,000.00
Boiling Springs, PA 17007
8. Ronald J. Baish (173-52-2556) , 295 Red Tank Road Grand son $1,000.00
Boiling Springs, PA 17007
(CONTINUED ON ATTACHED SHEET)
ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR
NUMBER SHARE OF ESTATE
B. Charitable and Governmental Bequests:
�• NONE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $ NONE
(If more space is needed, insert additional sheets of same size)
SCHEDULE J B�NEFICIARIES CONTINUED
9. Linda A. Baish (173-52-2490 Granddaughter $1,000.00
295 Red Tank Road
Boiling Springs, PA 17007
10. John F. Stamy, IV, (_167-54-8380) Grandson $1,000.00
1256 Baish Road
Mechanicsburg, PA 17055
11. Neil E. Stamy (167-54-9424) Grandson $1,000.00
1191 aaish Road
Mechanicsburg, PA 17055
�
_..._ . �„e--ns�..�.�s�.�.d . .�r.+K
�"1No. ���,���r� CC�MNIG1�tW�A�,�'H O� PEhIttil�iY�.VANiA ��
Y � ' QEPARTMEhIT d�REVENUE '`����x
�ev.,�az ex t,a.8e� fJ�F�lCIAt�ECEfAT � PEItiINSYLVANlA Ihll�ERITANCE�N�ESTAl'E TAX
ACN
RECEIVED FROM: ����� ����y ��� 0 ASSESSMENT � AMOUNT
CONTROL
C$X'f?�.rj'Tt �. F3�,�'��.E3�Jc'1,.'t�t��'1 NUMBER
� n, ��_?n����a
�ac���: �. Mc�rgen�h��., Er�c�, —
� Zrv�.n� Rc�t�
��rz�.��.�, �r� ��ai�
— FOLD HERE
FOLD HERE—
ESTATE INFORMATION:
� FILE NUMBER
?... _ R
� NAME OF DECEDENT (LAST) (FIRST) (MI)
� DATE OF PAYMENT
� POSTMARK DATE
':OUNTY
DATE OF DEATH
REMARKS � � TOTAL AMOUNT PAID ����� (}{}
SEAL '
� �� � �-'
. ;' ,.
RECEIVED BY '`A,�_� F . �
r x i, ;.f�
NAT � '`�'�
REGfSTER OF 9NILLS r'
.� .._ _.__. ..._.._ �._.._ .�_._. -.._.�.,.._.....�._._,..� � _._. _._.__._�.._._.._.._...., .`. __._.._._. __..�.,,_. �,._,_.-..�.._._.,�._
� \
REV-1547 EX (12-88) �
COMMONWEALTH GF PENNSYLvqNIA ��� ��� NOTICE OF INHERITANCE TAX
DEPARTMENT oF ReveNue " `' APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ACN 101
� BURFAII OF INDIVIDUAI TAXES "`��� �
DEPT. 28G601 OF DEDUCTIONS, AND ASSESSMENT OF TAX
HPRRISBURG, PA 17126-0601 DATE OZ-ZS-89
ESTATE OF BAISH CATHERINE E FILE N0. 21 88-0251
DATE OF DEATH 03-19-88 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:
ROGER M MORGENTHAL ESQ REGISTER OF WILLS
FLOWER ETAL CUMBERLAND CO COURT HOUSE
3 IRVINE ROW CARLISLE, PA 17013
CARLISLE PA 17013 Amount Remitted
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS �,
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - • - - - - - - -
cm- - -� - �r�
REV-1547 EX (12-88) �,.�
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS �i ASSESSMEN�i� TAX
ESTATE OF BAISH CATHERINE E FILE N0.21 88-0251 ACN 101 �� D�E 0-n�, 8-89
z,�: � -�-:o
TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGED q�;. � -;;'-;
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE rc:: � -
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN : _ N --'�
1. Real Estate (Schedule A) ( 1) 92,5�0.00 '` ` �"� "'
.. � �
2. Stocks and Bonds (Schedule B) ( 2) 37,884.50
3. Closely Held Stock/Partnership Interest (Schedule C) ( 3) .00
4. Mortgages/Notes Receivable (Schedule D) ( 4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ( 5) 412,422.52
6. Jointly Owned Property (Schedule F) ( 6) .00
7. Transfers (Schedule G) ( 7) .QO
8. Total Assets ( 8) 542,807.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule H) ( 9) 66,638.06
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 569.85
11. Total Deductions (11) 67,207.91
12. Net Value of Tax Return (12) 475,599.11
13. Charitable/Governmental Bequests (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 475,599.11
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 and 17 wi11
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 taxable at 6% rate (15) 475,599.11 X.06= 28,535.95
16. Amount of line 14 taxable at 15% rate (16) .00 X.15= .00
17. Principal Tax Due (17) 28,535.95
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST (-)
06-14-88 365663 1,157.89 22,000.00
12-21-88 402278 3.24- 5,300.00
INTEREST IS CHARGED FROM 12-22-88 TO 03-15-89 TOTAL TAX CREDIT 2g 4 4.
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 81.30
REVERSE SIDE OF THIS FORM.* INTEREST 2.06
� IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION TOTAL DUE 83.36
OF ADDITIONAL INTEREST
(IF BALANCE DUE IS LESS THAN S 1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED)
. ���_ .,�..� .—T..—.,_._.. .T �� ____----- --
I
��+I"4. ���� � �� 'Cfl�,��M�"1�`�a�l��'� �� ���II�S�YL'�1�I��A
r�i�������r�r�� ���r��u�
���->>aa�x��z-e�i C�FF��I,AtI��CEI�'7` s €►Et�1�5YL�'14NIA I�H�R�'fTAN�E/�►N1��5��'ATI�'�'t��C '
ACN
RECEIVED FROM: r ASSESSMENT � qMOUNT
b f.Ein�i k3• •�r'��Ct`_+r � CONTROL �
NUMBER
. . 1.€�.'�. �E��. 3�
�2JC�'L�Y' �. �rJ�C��R3��'1a9�. � �S3C,[,
� �:t"�`.�.�"lE3 �Ctt�l
Cc��7.].�1_t3+ P,A �.,70�.3
- FOLD HERE FOLD HERE
ESTATE INFORMATION:
� FILE NUMBER
���-��"��3�,.
� NAME OF DECEDENT (LAST) (FIRST) (MI)
A��.sh C�th��i.r�� F,
� DATE OF PAYMENT
T"{' ����
� POSTMARK DATE
COUNTY
DATE OF DEATH '
� TOTAL AMOUNT PAID �'��n -�� _
REMARKS
SEAL ' ,�'`y ;
RECEIVED BY ,�'`J�� ',� 'j. .__ ,, � ��;.,�ff
;.�.c`�NnruRe f
y�:`'� ���;,� P� a�;.`�, ,,,
L.�.- ----�,
REV-1607 EX (12-88) ��
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REYENUE � � ����� INHERITANCE TAX ACN 101
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601 , r� � STATEMENT OF ACCOUNT
HARRISBURG, PA i�i ze-oso i DATE
03-27-89
ES7ATE OF BAISH CATHERINE E FILE N0. 21 88-0251
DATE OF DEATH 03-19-88 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT
TO THE ADDRESS SHOWN. MAKE CHECK PAYABLE AND REMIT PAYMENT T0: �
ROGER M MORGENTHAL ESQ REGISTER OF WILLS
FLOWER ETAL CUMBERLAND CO COURT HOUSE
3 IRVINE ROW CARLISLE, PA 17013
CARLISLE PA 17013
Amount Remitted
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR FILES '�
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-1607 EX (12-88) ** INHERITANCE TAX STATEMENT OF ACCOUNT **
ESTATE OF BAISH CATHERINE E FILE N0. 21 88-0251 ACN 101 DATE03-27-89
THIS STATEMENT IS PROVIDED TO AOVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN
BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, THE APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND,
IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE GF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-21-89
PRINCIPALTAX DUE:................................................................................................................................................... 28,535.95
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT + qMOUNT PAID
DATE NUMBER INTEREST (-)
06-14-88 365663 1,157.89 22,000.00 � �
12-21-88 402278 3.24- 5,300.00 �� � 7'rn
� ���
03-08-89 441193 1.88- 83.36 �� � �c�
�� � f/Y.X.�
� {C
r•_� . ,.,-*�
x,�` � ,,:�
:�'�- Q� �e'=
O=-. -'1
r-�� � _
. - d :- �
� -
�
TOTAL TAX CREDITS 2g,536.13
BALANCE OF TAX DUE .18CR
INTEREST .00
TOTAL DUE .18CR
* IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST
(IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED)
REGISTER �F WILLS OF CUMBERLAND COUNTY /
'�1� REPOKT OF STATUS OF ADMII�iISTRATION ti�
(For Resident Decedents Dying After July 1, 1984) ��C��`�����_�,��-f,..� ��.
ESTATE NO. 21-�- ZS I - r' � ` ` "' ; • i '�'
�o n�ar, �� A� :ra �;
Name of Decedent:
C ` �. ��
,
_.t..f�P`� r" a �,i.;t���.
Social Security Account No.: � r��•������i�r;��;� �....., ,
Date of Death: � �
Name of Personal Representative(s): wv� �
� � .
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 creditocs and for funeral and $ 2 �/6 ��� �"
sdminist�ative expense
Total value of distributions to date to beneficiaries $ ��n� ti00, --'
if administration is not complete, 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 Taz Return or, if no Inheritance Tag 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 edministration is complete.
I certify under penalty of perjury that the foregoing information is correct to the
best of my knowledge, information and belief.
Date: b , 19�� ��"
� , A ttorney for F.state
�'�r 11�r,/t�o r����-�
77�is report must be signed by the personal representative, or one of them when more
Jthan one, or by counsel for the estate.
�
REGISTER OF WILLS OF CUMBERLAND COUNTY
REPORT OF STATUS OF ADMII�IISTRATION
(For Resident Decedents Dying After July 1. 1984)
ESTATE NO. 21-,�'� — ���' �'C`� ��n��"`'_i,. p:1�
�
, �. '91 SE�' 12 P;' '�
Name of Decedent: ��, � GL Y 1 � �- � ' �� �S �
Social Security Account No.: ) $�-- 0 q --� GO �2.- �'��
C.i`...._�...;,i,tJ i. ,� � ,
Date of Death: � � ��
Name of Personal Representative(s): ���G� t�� r ` -S�I•vyn�
� �;�,��i�,� � , r���r-�i� b�� �� �►
Capacity Executor v 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 $�o ���-r �� "
administrative expense
7'otal value of distributions to date to beneficiaries $ y �5 ��U��' ""
if administration is not complete, estimated value of assets $
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 conc�uded,
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.
Date: I — ��— , 19� �
1� M� Mc�v�t�.r�v1�.•l , Attorney for Estate
✓
'R�is report must be signed by the personal representative, or one of them when more
Gr than one, or by counsel for the estate.