HomeMy WebLinkAbout09-25-78
,.
,.
RCC..33 (4-73)
I
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
SEP
~{~~ryg-5o
2 D 19'*'
RESIDENT DECEDENT
COUNTY OF ('TTMRF.RT.AND
IMPORT ANT:
This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the
County where decedent resided; Return is due within nine months after date of death, unless an extension is granted
by the Secretary of Re'otenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
} AFFIDAVIT OF
EXECUTOR S
~~
RAYMOND W RIFF. SR
(STATE FULL NAM~ OF DECEDENT)
Late of
r.llmhprl:mn
County
State of
Pennsylvania
} 55:
County of Lancaster
~~~
EARL W. RIFE and RAYMOND W. RIFE, JR.
Executor S
of the estate of the above-named decedent being duly sworn, depose
and say
Decedent died
January 21
(MONTH)
Nome and address of attorney or }
other authorized repres,entotive to whom
all corres.pondence should be moiled.
(DAY)
, 19~J testate leaving a last will, copy of whieh is hereto attached. }
lYE A R) ~'llHJDJIX
M Elvin Byler Esquire
8 North Queen Strept, Lancaster PA 17603
That as such F.xpcutors deponent is familiar with the affairs of said estate and the property constituting
(EXECUTa R-ADMINIST RA TO R)
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly wi th, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of the following: -
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
10 South M::Jrkpt
H::Jrrisbure, PA
That the contents of said safe deposit box or boxes are itemized under SchedulesB & C of this return,
with the exception.of the following, for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth fully and in detai I all the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein, It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property
wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of
death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving also separately the accrued interest thereon, if any, down to the last interest day pril!JT to decedent's
death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal
savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de-
cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death;
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages,
automobiles, boats, and any and all other personal chattels of whatsoever. kind or nature, left by decedent,
together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all
claims due and owing decedent at the time of death, and all promis sory notes or other instruments in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving the face value and estimated fair market value thereof, and if such estimated fair.market value be
less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys
payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of decedent's
death and other investment securities owned by the decedent at the time of death, with the market value there-
of a t such time.
RC C-34 (.7 3l
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
..
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenant in common with another or other, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.")
The real property located In the Commonwealth of Pennsylvania should be (1) (2) /3\
described by lot and block number, street and street number, together with DEPARTMENT
a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title; If 0 form state number of a- FOR YEAR OF ESTIMA TED CAUTION
cre.; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not wrIte
of decedent. Taxes, assessments, accrued Interest on mortgages, ete.,are DEI. TH In this spoco)
to be listed on Schedule "F" and must not b. deducted from this schedule.
NONE - 0 -
None
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
None
- 0 -
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
RCC -35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in any undistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKEl' VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1.
1972 Kingswood Estate Chevrolet Stationwagon,
sold for
5,000.00
21. 6
1,600.00
3.
.,.----
Certificate of Deposit #216-608635, First
Federal Savings and Loan Association
Interest to date of death
~
--tertificate of Deposit #216-309680, First
Federal Savings and Loan Association
Interest to date of death
V'.
Certificate of Deposit #216-216566, First
Federal Savings and Loan Association
Interest to date of death
1,000.00
4.32
2.
1,000.00
4.32
4.
,000.00
21.61
5.
Savings Certificate A~ount #01-09-112980
(Certifigptes #12881'(, 12881~128816"'~
128817<(,' Harris Savings Association
Interest to date of death
/
Account #04-09-124091 (Certificate #128813),
Harris Savings Association
Interest to date of death
28,698.56
125.82
8,698.56
125.82
6.
.2,000.00
8.77
7.
Optional Book Account #1-41761, Harris
Savings Association
Interest to date of death
Checking Account #142-752038~ommon-
wealth National Bank, balance at death
'3,267.61
9.41
8.
9. Proceeds of Minnesota Mutual Life Insurance
Co., beneficiary listed as Ruth A. Rife but
later changed to decedent's four children
$2,000.00
10.
Proceeds of Metropolitan Life Insurance Profit
Sharing Plan, beneficiary, Ruth A. Rife,
deceased
3,832.04
3,832.04
11.
Household goods, furniture and small tools,
appraised at (see appraisal attached)
!) 040, 0 ()
..;3.,020. all
3,040.00
12.
Miscellaneous household goods, lawn mower,
tractor and small tools sold for
971.41
Inser t this total opposi te "Personal Property", Schedule "B" in X X
the "As Reported" column on the last page of this return.
(Continued on Page 2 of Schedule "B")
Rce .35
RESIDENT DECEDENT
Page 2
SCHEDULE "B"
PERSONAL PROPERTY
'*
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This Schedule must disclose all tangible llJ1d intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand llJ1d in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in any undistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKEl' VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
13.
Note from Raymond A. Rife, Jr. and Lois Anne
Rife, his wife, dated October 1, 1971 in the
amount of $3, 000.00 with interest at seven
percent per annum, payable at death
Interest to date of death
C ash on hand
15.
Reader's Digest Association, Inc., refund
$ 2,653.46 ;::.
9.99
173.50,V
9.41,V
128. 89..V
2,653.46
9.99
173.50
14.
9.41
16.
Buyer's share of real estate taxes due seller
128.89
17.
World Mutual Insurance Co., medical insurance
refund
81. 68'V'
68. 35'V
81.68
18.
Medicare checks
68.35
TOTAL ---
,:$56,093.89
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
x X
$56,113.89
\,
.
. .
"
~(Q)(P)~
APPRAISAL
Personal Property of: Raymond W. Rife Estate
Appraised By: Chuck Bricker, Auctioneer
R. D. #5
Mechanicsburg, PA
Item Value
Breakfast Set $
Appliance Cart
Portable T.V.
Electric Appliances
Dishes, Pots & Pans, etc.
Plank high chair
Swing Chair
Occasional chair
Pole light
Electra Voice Organ
Goose Neck Rocker
Swivel Chair
End Tables
Small card table, Mahoganey
Side stand
Pair lamps
3-piece French provo living room suite
Child's Windsor rocker
Assorted crocks - jugs
Slaw board
Milk Pail
Walnut Cradle
Zenith color T"V.
Cane Rocker
Magazine Rack
Waste Baskets
Bedroom suite
Cedar Chest
Grandmothers Clock
Maple Bedroom suite
Crib
Ladderback Rocker
Kneehole Desk
Office Chair
Arm Chair
Set of 6 Oak Chairs
All bedding, pillows, etc.
Bookcase
(con t inued)
40.00
5.00
35.00
50.00
200.00
40.00
25.00
20.00
10.00
200.00
20.00
10.00
20.00
20.00
5.00
10.00
100.00
25.00
40.00
5.00
5.00
100.00
100.00
40.00
5.00
25.00
100.00
20.00
150.00
75.00
10.00
40.00
50.00
5.00
5.00
60.00
30.00
30.00
.' ...'
ecg[p>y
APPRAISAL
Page 2
(continued)
Item
TOTAL APPRAISAL ---
Value
$ 20.00
20.00
10.00
10.00
20.00
10.00
10.00
50.00
60.00
5.00
100.00
200.00
10.00
10.00
100~00
125.00
100.00
80.00
25.00
15.00
10.00
10.00
30.00
10.00
25.00
200.00
20.00
10.00
5.00
10.00
$ 3,040.00
Letter Holder
Drop Leaf Table
One Oak Stand
Chaise lounge
Oak Rocker
Porch Rocker
Two metal porch chairs
Oak ext. table
Set of 6 oak chairs, painted
Bench
Remington 35 caliber rifle
Winchester 12 guage shotgun
Porch slider
Picnic table
12 inch bandsaw
6 inch jointer
10 inch radial saw
Drill press
Router
Polisher
1/4 inch drill
Vise
Asst. Bar Clamps
Asst. C-C1amps
Belt Sander
Asst. Hand Tools
Double Ladder
Step Ladder
Wheelbarrow
Assorted Garden Tools
. \. ~
(JAtk/Lg~/1 d;~vt1;~
Chuck Bricker, Auctioneer
(G(gfP>Y
Savings & Loan Association
of Harrisburg
RECEIVED
[N THE OFFICE OF
ri..~R - j 1978
rI^7~"l\T""- --. ... 1"'--'" 't;'n
March 8, 197oHrV. . _~;::L
N. Elvin Byler
\'Ienger & Byler
8 N. Queen Street
Lanc~ster, Pa. 17603
He: Estate of Raymond W~ Rife
Dear Hr. Byler:
In reply to your letter of March 1 concerning the above named decedent,
I am forwarding the following information:
Account # 216-608635
Balance $1,000.00
Int.. to date of death $4.32
Account # 216-309680
Balance $1,000.00
Int. to date of death $4.32
Account # 216-216566
Balance $5,000.00
Int. to date of death $21.61
If we can be of further service, please contact us.
Very truly yours,
'-;{jauiuZA ;;(.4 AA ~. ~
Barbara L. Knisley ~
Savings Depart~ent
234 NORTH SECOND STREET. P. O. BOX 1111 . HARRISBURG, PA 17108 - (717) 232-6661
-"""""1-
.:".... t.-M._i!ill .-.,".', ~ fE. ~;.f1il.'.~j'..."
,!:l."""-,,afilil"'l
If ~;g;o,~,<1",~ III!~ r31
(F>rQ\~1f __
The H.A. R R ~avingS ASSociation
205 PINE STREET. HARRISBURG. PENNSYLVANIA 17105
OFFICES
COLONIAL PARK. CAMP HILL . LEBANON. CAPITAL CITY MALL. UNION OEPOSITCENTER
March 7, 1978
RC:Ci!:I';~D
P.-l THE OF0'ICE 0.1'
. . - ::> - -:l~"
1...\.\ - ; 1:J1 <.J
';(Y:7""'-~-:-- -
.""':"1'~
. kJ' ~
Wenger & Byler
Attorneys at Law
8 North Queen St.-Griest Bldg.
Lancaster, Pa. 17603
Re:' Raymond W. Rife. Sr., Estate
Attn: M. E1.vin Byler
Dear Mr. Byler:
In answer to your letter dated March 1. 1978 and sent to
our Camp Hi1.1 Branch_office and then forwarded to our Main office r
will furnish you with the information requested.
Certificate numbers 12881.4, 128815, 128816 and 128817 are
all on one Savings Certificate Account # which is 01-09-112980.
This Account was valued at
earning
Total value
828,698.56 as of date of death
125.82 " " "
$28,824.38 " n "
Account # e4-09-124091 consisting of one certificate #128813
was valued at $2.000.00 value as of date of death
earning 8.77 n tt tt
Total value $2,008~77 It tt tt
The decedant also had an Optional Book Account #1-41761 and it
was valued at $3,267.61 as of date of death
eanrings 9.41 tt tt tt
Total value $3,277.02" tt tt
I hope I have been of help wven though the delay in taking care
of answering your letter.
I remain,
Very truly yours. "
}7Vv:l . t: --v..<--tL L . !!7~
(Mrs.) Evel;z[C. Mailey cr-
Savings Officer
Commonwealth J~
National Bank ~
(C(Q)fV
March 14, 1978
Wenger and Byler
8 North Queen Street
Griest Building
Lancaster, PA. 17603
Re: Estate of Raymond W. Rife, Sr.
Dear Mr. Byler:
In reply to your letter dated March 1, 1978 on the above estate,
there is a checking account #142-752038-0 the balance as of January 21, 1978
is $2,404.74. There is also a safe deposit box at our Mechanicsburg
Office, the number is #1098.
If you have any questions, please feel free to contact us.
Very truly yours,
// / -/;; _ ~'-/' ./' //' ,
~c;r/<-.Cc c!: /y..p/~
Robert Talalai
Assistant Vice President
and Credit Officer
RT/cg
RECEIVED
TN THE OFFICE OF
r" " .R r. 1C178
L. iJ 1 J .~
lr\;~~'r~- - ..... --- -- t;''n
rJ_..., '\ .. ~-..~:l
The Commonwealth National Bank, 10 South Market Square. Harrisburg. Pa. 17108 (717) 564.9500
RCC-3b
COMMONWEALTH OF PENNSYLVANIA
TRANS}~R INHERITANCE TAX
SCHEDULE "c"
TRANSFEItS
RESIDENT DECEDENT
(1) Did decedent, within two years of death, make any transfer of any material part of his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) ~o
(2) Did decedent, within two years of death, transfer property from himself to himself and another or
others (including a spouse) in joint ownership? (Answer yes or no) ~o
(3) If the answer to (1) or (2) above is in the affirmative state:
(a) Age of decedent at time of transfer rln"
(b) State of decedent's heal th at time of making the transfer. (Note 1).
(c) Cause of decedent's death. (Note 1).
(4) Did decedent, in his lifetime, make any transfel' of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enj~yment at or after his death?
(Answer yes or no) Yes
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer yes or no), Yes
(b) What was the transferee's age at time of decedent's death?
(15) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a) The possession or enjoyment of or the right to income from th~ property transferred?
(Answer yes or no) V ~'i'
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) V p",-
(6) If the answer to (15) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others Dpl'prlpnt "lonp
(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor? (Answer yes or no) ~o
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to al ter, amend, or revoke, or which could revert to decedent rmder terms
of transfer or by operation of law? (Answer yes or no) Y OS
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no) YP.R Dp.cedent alone.
NOTE 1: The anSwers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transferred, it's fair market value at date of death, dates of transfers and'to whom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM
DESCRIPTION
MARKET VALUE
(Estimated)
DEPT. VALUATION
(Dept. Only)
1.
One-half interest in a brick, ranch-type, single
family dwelling situate in Silver Spring Township
Cumberland County, Pennsylvania, known and
numbered as 105 Hogestown Road, being more
fully described in deed dated September 27, 1971
and recorded in Recorder's Office in and for
Cumberland County, ip..-Deed Book 1-24, Page 112,
sold at $49 000 OOt/;tl/C'kl.ve. flA/l..t)(.&. f!. ;., 2'l./)
, . . I ~
-"1!<t"'
ii''},
One-half interest in demand note of Raymond W.
Rife, Jr. and Lois Anne Rife, his wife, in the
amount of $2,000.00 with interest at 7 percent
per annum, balance at death $2,000.00 ./
Interest to date of death
1,000.00
42.96
$24,500.00
24,500.00
2.
1,000.00
42.96
3.
One-half interest in demand note of Donald E.
Badorf and June L. Badorf, his wife, in the
amount of $1,500.00 with interest at 7 percent
per annum, b1ance at death $1, 500.00 v
Interest to date of death
750.00
32.22
750.00
32.22
4.
One-half interest in mortgage of Harold L.
Hoover and Jane D. Hoover, his wife, in the
amount of $20,000.00 with interest at 5-1/2%
per annum, balance at death $6,363.98 ,,/
Interest to date of death
3,181.99
18.82
TOTAL
$29,525.99
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
..w
=
r-
1-- .,')-
t.;~~ 1-;
::. "':-.<
~._-
f~~~
;~:~~~~
0~~~
~cc5
c.:
==
s.:.:::
l"-
e>
""
"-l
>-
.....:;:
T?J'ET AG){Er:\\E~T
~~/>.- , A.D., 1971,
T'I""li'\'Dr'N'TIjO-' ..d" IJ7tJ' f
. r ".,) 41 il .c,r ~\o~":'t ma (; tt11B ol __ uc1y 0
betw.:!er ;~""'Y;J;:O'\~:':" \Yo~JFE. 5,. ::}i)d ~:UTE ,\. 'UF~:::. h!~;,'1f?, of :\1edumics-
burg, CU,1iberland Count)'. Pf:tDsyl:mnia (n,?r('L1Jfter :Dilicti.r,es called the
"e tl ''') '"d'c>"vMU'NDu, l'P:;-':;' '.r Pl'Tlt!l nI~E "'ndG~RLVv
~et ors J at.. 1-"',,\ 1 .I. ~<.. '\...:." 1...-, 0' ., ~....... ..., .(~. .'\..... ..., :L. ~.~l'l..~ -/, .
RIFE, or the surlivors thereof, (hereinafter sometiu:es caned the ''Trustees'').
WIT N E' SSE T H:
~}J~rSrtE.AS, tIle Settljrs. beIng husbnnd 2- rd ~vl f~" and being the (;1l;J/ners
of certain ot~er 2ssets or ~n.cpert"f '1S sole or fndir'fd'J'?l c.wner5, ~re de-
sir;)us of putting or placing the said assets or propert'f in trust In the manner
herelMfter s,~t fort;'; Dnd furth0r, the Settlors are ,~eslrous of having the
privilege of putting or placing ~fter-acqlJired property !:1 the same trust or
~" , .,.. ~
trusts V/fUCIl nr~ nemg so crentl';o;
NG'V, TfLE1~r~;:"~)!:.~,.E, ?~n c:)nst(~era[ion of the: pr-~~:TJ5es ~nd of the rnutual
covenonts herein contained, th,~ Setthrs do hereby as!iig,n. CCfW3J', tnl1srer
and deli'/::>r tv t!":e Trustees the property and insurance policies (if {.lli'f) set
forth in A pTJCildix U, hereto annexed;
TO HAVE: AND f:c-:-: HOL8 rf1c:3:.lme md ?ny or'ler p:"openy)r :r)l1~ies
of insurance ""hich th'~ T-'~'lsn~es WJ.'f '1ec'e'lfter at ?ny ti ~~e :lv~d ar "couire
, .
hereund':~~ (lll of t"vh:r:l1 ~'1roJ:X.::!:ty being lv.:t:in!1fter r~f~\~rr~d to collectively
~ the "or' t -"tatP'" ;~' -;"'D' 'S-'" '''':''','''''' .-~ l"'~- f"''' ,-I '" :, 11)' In-- . ~ ~,.. ,"
3-::- ~ i.,_ u.S "':;'-::1. ... It .:, A ':'\00.. 1. t .l. ,C,Cr'~LC '-....~,~.. '." \.t1...... 1.) l.N'i.,_;_~l:::,e.,~:\:1.-l.
purposes ;wd .o;ubject to cite terms and cOflditiol1s il::"n,indter set furtn;
11':':'\1 1. r.11 assets ;>r propert? !)'2ing t;-,1!~Sj::'::'1'.~J ul"to be hereafter
trllnsferred to the Trustees under the trusts herein created una!l upon such
.
..,..:.J..
',,','-'I'r.!-
;':;lj.'l ,riLL
<~_, ;f..:-
4':/1
- 2 -
transfer cease to have the kind of ownership or ten~ncy by which the Settlors
held or owned or shall have held or owned such assets or pro~rty at the time
of and 1:)'~fo,e such trnnsfer; and nfter such transfer the Settl'Jrs shan have
only such ownership as shall be gi,ren to them under the trusts herein created.
11n:.>~ Ii. T'~18 Tl.u8te~S S~1811 ~qtl~lly d~v~_ct~ ~~1~ tt\:~ ,11SCtS c.r rr~1='<~rty
try c( rc:' l'i :.1.1 ty 1:h-en' pan;uant to I:he terr"'~j of t'".i.;; t:UGt '" .;;reemt~r;t into
two t.rlJ.~:;t3 as tello-its:
A. TiZUS7 A: Fifty percent {50iV of ':he assi~u or Fopert'j
so recein~.j shuH i::e o'=signated and '.111xated to a trust
whlch shan he designated 2S Trost A. (Being a trust
which can ~ilElo be designatet\ 'IS t;le ;-!lrsoond's Trust);
B. T?:JST n: Fifty percent {50}D c.f the a ssets or proper!y
so received shaH o='iesignated ar:.J ,,""::::C:F::G toa trust
'l'hkh s;1aU ce d'.~'3i.sn8ted '18 Trust 1, (~,':r:X t: t:"U3t
which can also be designated as tile 'VUe's 'Tru~jt).
!Tr::~'i1 Iii. The above ;.~3ni.ed~.~"[r/:OND \-y.... 8.II~~J ::r., P~U'I<H l\. RIFE.
and l:..!\;lLW. RI?E, GrnH te the Trustees under Trost.~ .:lnd unde:r Trust
B (bel' 0 ..> I"' 1 h ,.. . l . .
ng t.l.e trusts aooye prO'lli:eQ :.THO) a',1\ s ,Hi. nCLL, manage, 1\w'~st:n:J
r"'i\~"""''' ';-..", ."'id 1'n'''~ p~t"t,,..~ (',",r:",...~t t11P "0"'":\"'(' """"'01'.,-'".,., <',r-.j ;-"'v rr.l"'''
... ..'If _.~ ._'.__ ....1;:' . ._.'foOI.....1- ......... ..,. '.-,,,,~ _.....".lii...." ~ lL,.,...J. v_ 1-, .H,.__..... __.... .~~ .-. 'l. l~, ~._L
the l'~et in~o."\'!':' frOIT'. sa.id Trust A and s1id 1'ru::;t I} tJ t;l(~ 3ettt0rs !:., equl
13h~re3. Inl,ldItio1. the Trtnt,:,~'5 sn:.:111 be authorized to P'lY aver t.) the
Settlors SJ i:1Uch ot t;1e r-rlll':ipal of the sBid trustA as th':! Trustee'3, in r:-:eir
!.!'1con':!"oJled rjiscr'Stlon. c':t.'::'- a'.17is:h>~. .:'1L:- Sl,ll '~>T3tees shall :y~
..."t'1hrl'z,,,.1 to r":o:..... ".".l, ...."."'1pnt'" f,..-,...... ')<;"> ()r t~,.,).-. h."'h y" <C'1ch t~ll~""
::1.....:. ~ -,,>.J. .._, ....l,;,~....... .._._1..... ~~ ..y:.~ '...~ ,.J ,.....:-~A, _~"."', .,_., .J.J'\..J.... ..1. .....u - t. ......,..._~:"
38 f1<:/
'.::- '-.1:--' ""'0 ....1 u.... ~l '.~ :-..'1-~~. '.~ ~ i ~ Ii" -., ~ l' ~,
. .,' - " ~. .,: ' ,; ,'.J "
,~t:< ;:.t
:i ~,-' ') ",:"',~ 11t~_ :~n .~. -, e~~JV i. :~!
'lY!tween t~lC' s~1.Id t\VO t~:.1;;~G.
l.. up0,l tl1:: dCdli or ,)[l.~ of ti]e ~ett!ors (\1= .3l1~..lilin~ Tl"JEteeS sinH
P~v ")' r'l" "\.1 t r' . .~. .; f.. . 1 V'T'",~-..,r ,0" .".,'.." '~,' . . -' ~.. . ~
';"'. .~, ~ <.J 1 S ,-_e!X~'Jn..... :.!rH:<rn e^r-,._,l~)C:,~, '.,' if. -......t1 ;!~ <! :JU1(c.;..!jle rn~1. ~;'.I:L.
the grav~ of sue') decedent, and further shall 9:11' Fl.e necessary inherItance
and est;ate t~xes. At the discretion of the TruS\.:.~3. these expenses: tTay
be p.<.j Id 'Jllt of the trust estat..,,? of the survivor. i~ frer rite death of one D!' the
lJ'JUf 23,~J i'^G[ .j~J~~!
- 3 -
Settlors the two trusts shall be continued and the net income from each. shail
be pnle' to the EurYivor for nod ,juring th..; ter'T' of the l1nt'1r:11 life '.Jf th~ sur-
'fiver. During such period the Trustees ar,,: al.lth-Jrized to use principal out
of the trust catate of t'l'~ scu:"vl'.'or, behg Tru3t ~ if t'l" In=:hmd;:i f;,.~ ~'Jr-
vi'lor a 01 Trust B if the ,vife is ~he surviv'.Jr.
B. Upnn th~ cC[lth of t,:c sU\'Th';~r t'T:' TrustEe::; are "Jtr.orlzed 3.n1
directed to pny all the just detts nnd funeral expen3es. in,:::ruding a suftable
marker at the gra"e. out i'A t'le said tt"'.lst est:1te of the survivor. and f'.:rther
to p3j an inheritnnce and e~tate t::!xes ~.nd ~ettlement c!l?rges out of ~he
said trust f;'st?te of the sur-fivor. The :reIT'ai~der !nt~r::'1ts ir buth of said
trust entates shall thereupon he dietriblted aa follows:
t.
T'''ent'i..r-~mo ::'nn onp-11"If """'rf"""lt '2,).\7~ tc ?~....!".I'.:nL~
"t1'. J ...'!'r..l '0.... ...~ l.-._ ~-...... --'..;.' \. ~-.:t/\,;" _:..Ir. -
~:i' ,.....~...,.,~,~i''""1 "'"lo"" ~'~U'7'~f~C"''' .",of t"1~ r:'!3fi"'r!''''r'''' ,-. ....
.__ ....\........"._..............1.., ......L' ::,,~J........1- Va. ,._.... ~.c.(._ '..) ~, ._ c.
":J ,:t!e te
deceased, to her issue in equal shares per stirpes.
2 T'..,,".....-t,,'o .,....j 0 e-n' 'lIf pe"~" ,,. ,'","1."\~' ',; 1
.. '~'I_.'\,.} .'t uH n -. .1.",~n,L ,.....L-..,:/::d La ,-,art
V;,,'. ~ifet S0n of tne S,~ttlGr3, or ~f :1': bE: ...:~'::c<.;:!sed,
to nis issue in equal S;.lares ]:'€t stirp'23.
':'
T~\.--.::1n:->;{.".'.."'.".,.", ':l~~:l,'1 .)'r....-h~~~ -....l."'.,......_~,"'"'.,.. /'""'I""~ Ti t()
..... to;:; '".; .... v C4. '_ ........._ .__.l. :._......J..__..,#..~L \........,.:/:,:-.. __ ....
1 ~.L:; -'.
Uad::yrf, daughter of ttl~~ Set(:lor;.~, c-,r If E::~: ,'}e d~''''
,..~,.., ~:':l:,4
..... ......:; ~....,..." ','&',
t~'j ~]2r i.3~ll~ in equal S(:,;.2Lr~3 ~:~= stirj);s.
4 ''"'I' men...._..""~ "nd O",,,,_h~'" """rcent (?",i'1:\ r. fl,,- ~...~,:
. . ..,. 'LJ ~VJ v ~H li_ u~~.t... }........ ......~~~/( I '~1.'->1 LJ-.....h..;.
fr',/. H.f7z."', }::. ~ son ~)f ti!-~ ~et~lors, cr if ~1",:' ;,:....2 de-
C1.:"~as~-:':,1 t.J~~;j iB~~Llf. L'i ::q;l81 .;;hf:&:"~S r,er ;t:t;X~~;.
-'.
:; ".:, 10 pc.> """-j" (_'.;') l' ,',
~. V._. .-..;..,,, ,......... ~ 1:' .'(\. .,.J
.~i~S,3iah='J~ It..':1.6':: ~ (~::[tnt~1:1 --:~ .
P3ntH\ylv,gr ~-!, t:J te U'3;,~,J f..n: S~l~":;l ~)fJL."tj.:;S(~S ,"13 ~~_l:_'
HOft!"S: of -frustl:;es of St!i'c: College S~121L ,lirf:"'ct.
6. F ou r p.:;rcf'nt ('P7) t:J the)rethr~11 ~n C!lrlst 80ard
for Missions. whose present address is 48t South
8:;0:\ 23;j !'hGE
A{F'
1.1.:7'1)
-1 -
Mar';2t :-;tr-eet, EH?a~thtown. P~ni13yl'" 'm~3.
7. Two percl~nt (2'0 to the Mechanicsburg :3rethren in Christ
Church. to be used for slch purposes ,'s ll~.=; Yler1ing
coaLd of s?i:t church shuH d!;:"."ct.
"-I,'i' "T 'n ~;lP "'v\"''"'t of til,"'jl~'>~;-' r'o<:,~,J!'''C'';'''' p" ;"'(>""'0.-1(" f"r l'.~.'.r
1'1. .Lt~..\ _ '-' _01 ...... 1 '_~_"i.Lit *"~-....'.a.04".,,-I;."".! ~.Il ....~..,_..~..Il.....~ J .-_...1
reaSO,1 wh3t3oever ~f cn'~ ci the alnve-n8n:ed TrustE-e'}, then 7.;w,~'.}"1d
Hif.:., Jr. shuli ser.;e iG plr,cc cf SW~1 Tn.1stf~e.
IT"~\l 'I - !,.q~. VIT ..,...'" c...t "0-'11'.., \p~"d;x A
. _... ~ "t ... l-<.l~ '" L~. _ a ~_ .....1;,.. .\. :. L . t t;, }_ .,,).. 4. .. _ .
an.:1e}:~li he!"t;f\).
and :lTe here'Jy made a part of this agreement and are i:lcorporat~d !ter~in
by refercnc~.
ITEM :<III. T:1e Tmstees ackno'':1e.:lge the receipt fr;);T :he Sctdors
of "h" Pr'(" 'c>rty ~."t f.. 'I'tl" ~ ,... ,.. 'j'" 0:'1 ~ ,> "." h. '"
'-..._ ...:_ -J"i>- ~ :::i,- ~J.... 1 in .ci ;;....ipeH Ie\. u, a.nn-~x,-",-.. d( r;~ ..it
'.:'~": :~, ~':':C:rt :h::;
tru,:;ts hereby created upon t~e terms set forth her8!n.
ITEM XIV. T.is Indenture sann be canstr".:;,,;d and ,',,~.-"l;:i5t~~rC'd in
r
nccorda.nce with the 13w3 of the COTrr")m'/efllth of P'2n!1S"'..;....,n~::. ..~~\.:;
'lalidit"J of the tru-;w hereby created shall be determined ir. accor:.b..r:ee
wit'l th:' 1".,t','.'f ('1 ,. .r.,~,p_, "1""""-<<-'" .,>< Q"r:,,"'''r1''l,-,..1n
1 1 "-0' ~;..a.,"::J ".J~. . '.., .._>....,....~;..../al......(.;~..'i...". __,.:. ..l.~,.."....:JJ:.. ...1.........-..
IT'2~\1 XV.
T~::i~ ITI~:eat.lrc s~.j<: tl~~.; trusts
"\ a ....~r J
.1'_.:... ,>-,_.;
:":::';-1::-_
,.,..~
._....:..'-
r -.-
VOCDUe il1 ,''/101e or in part.
I:':,\.'rrr'J;_~SS ../7~~~,~- " the- r1rtie~ 'J',;~.~'",V t~. no,: "'~~,._.,.;t~L~". ..hT ;'-lL:i-.
iH.lnds dn~...& Et:.~..ils t~j'.j ..~~lY (..aid Y~';~L. fir:::t B.~C~':,~ .-",'t~ttt.:~,.
Vi 1 rr, L .-:;.~', 2~:
'~ ...: 1" "
vCc-l~~ /: ~~~1
OCU-J\:::-l-1~
r--{ ~,../
_J ,-____---------
,,v I r'
..,,/42'4.. .f'II,d i/ /.,/(,.
, .va'.' - ". '~-I- .~
,,', ' ,,' . '-,' ;, >( ~ .', ~.~" -- , .
,
1 .~ . ~' )
\,-",,_.._ L.,
,'if ..' ';"/ ". i~ . L)
_._--k.;.:--...L.(..-~-1d.~ (/ l-.I-:.p.i.-___,__\'~~...-'It
. :'-U:' ';. .\.. )"" ~ ~~
r:
l~rrt'-&c.-I- I .o(.~
_ A~L~g~{~~)
(~<-==-~
/..l~c.~.~.../,! ..:-1, .e Ir. (t.:~
" ~i j',Y Jrt'.1I\ _ . .~.t ,.;' , ;,r /
'I." i- A~ ,;
A.<, dL- C:' /:~_< .02:AL)
:{llm to. '<ife
c".~f:;.!V7~~ (SE:\L)
...1rl >" ,\1.., -r--
3:./)1': 23:J f~r'C[ .-t~.f f
COMMONWEALTH OF PENNSYLVANIA )
)
COUNTY OF Ll\NCASTER )
ON THIS, the ,;nTi day of SV:J!i-;/1u
. A.D., 1971, before
me, the undersigned officer, personally appeared RA Yl'il0ND W. RIFE and
RUTH A. RIFE, husband and 'wife, known to me (or satisfactorily proven) to
be the persons whose names are subscribed to the within instrument, and
acknowledged that they executed the same for the purpose therein contained.
IN WITNESS WHERECF, I have hereunto set my hand atld notarial
seal.
.'_ ,":.I"ff",~_!I',;
If? / !2 )17J I/z,) ,.".y.,Tf( "S"
/\ I ,'. .'(...:'i"-..,..~....,.. ':'. ...",'
"', )//lill1li I ,tU, v ,',</"n. ..... .... -::;.'
Notary Public ,::.~,/,/y' ,.".::- ',S
- ,,~':,-"'. ..... . ..' - .-
Lancaster, Lancaster COl.L.~y{:f 1JA '~~?: '~
My Comm. Expires: 1/15/' tr!t.....\., ,;:-:/ ;.. :
.. D~"{~-"''':;
'\~.:::~~:~~,:~~::<" .,
tl"'~K .I'),j- "," '.
~>J.J. I;';;) fr.lit .iH:-Y
.'
~;;.. <~.}::
TR UST AGREEMENT
Appendix "A"
ITEM V. The Trustee is hereby expressly authorized and empowered,
in its sole and absolute discretion:
A. To purchase or otherwise acquire and to retain,
whether originally a part of the trust estate or
subsequently acquired, any and all stocks, bonds,
notes or other securities, or any variety of real
or personal property, including stocks or interests
in investment trusts and common trust funds, as it
may deem advisable, whether or not such investments
be of the character permissible for investments by
fiduciaries. Investments need not be diversified
and may be made or retained with a view to a poss-
ible increase in value. The Trustee may at any
time render liquid the trust estate, in whole or
in part, and hold cash or readily marketable se-
curities of little or no yield for such period as
it may deem advisable.
B. To sell, pledge, mortgage, transfer, exchange,
convert or otherwise dispose of, or grant options
with respect to, any and all property at any time
forming a part of the trust estate, in such manner,
at such time or times, for such purposes, for such
prices and upon such terms, credits and conditions
as it may deem advisable.
C. To borrow money for any purpose connected with
the protection, preservation or improvenlent of the
trust cstdte whenever in its judgment advisable,
A-I
BeJOr. 235 PAGE 4~6
and as security to mortgage or pledge any real or
personal property forming a part of the trust estate
upon such terms and conditions as it may deem ad-
visable.
D. To vote in person or by general or limited proxy
with respect to any shares of stock or other securities
held by it; to consent, directly or through a committee
or other agent, to the reorganization, consolidation,
merger. dissolution or liquidation of any corporation
in which the trust may have any interest, or to the
sale, lease, pledge or mortgage of any property by
or to any such corporation; and to make any payments
and to take any steps which it may deem necessary or
proper to enable it to obtain the benefit of any such
transaction.
E. To hold investments in the name of a nominee.
F. To pay, compromise, compound, adjust, submit to
arbitration, sell or release any claims or demands
of the trust against others or of others against the
trust on such terms as it may deem advisable, includ-
ing the acceptance of deeds of real property in satis-
faction of bonds and mortgages, and to make any pay-
ments in connection therewith which it may deem ad-
visable.
G. To make distribution of the principal of the
trust estate in kind and to cause any share to be
composed of cash, property or undivided fractional
shares in property different in kind from any ether
share.
A-2
BOOK 233 rhCE ,1~n
) )
H. To execute and deliver any and all instruments
in writing which it may deem advisable to carry out
of the foregoing powers. No party to any such in-
strument in writing signed by the Trustees shall be
obliged to inquire into its validity, or be bound to
see to the application by the Trustee of any money or
other property paid or delivered to it by such party
pursuant to the terms of any such instrument.
ITEM VI. Dividends on shares of stock payable in the stock of any
class of the corporation declaring or authorizing the same shall be treated
as principal, except that any such dividend paid in lieu of or supplemental
to periodic cash dividends or in lieu of recoupment of dividends defaulted
or accumulated while the shares of stock are held in the trust shall be income.
Rents, royalties and cash dividends received from wasting assets.
(including without limitation cash dividends paid by oil, coal, lumber or
mining companies), extraordinary cash dividends other than liquidating
dividends, and dividends payable in the stock of a corporation other than the
corporation declaring or authorizing the same shall be income. Dividends
on investment company shares which are declared payable at the option of
the shareholder in cash or in stock shall be income.
Liquidat ing dividends, rights to subscribe to stock and the proceeds
of the sale of unproductive or underproductive property shall be principal.
No sinking fund shall be created as to any security received or pur-
chased at a premium or at a price in excess of the call or redemption
price.
A-3
BOOK 23.) P^GE 498
. -'~."L_:,... ...~-~
. t
. , '
ITEM VII. The Settlor or Grantor, may, at any time and
from time to time, transfer and deliver to the Trustee additional
insurance policies, cash or other property acceptable to it which
shall thereupon become a part of the trust estate and sl all be held
and disposed of by the Trustee in all respects subject to the provi-
sions of this Indenture. The trust investments whether originally or
subsequently transferred to the Trustee, may be commingled and treated
as part of a single trust.
ITEM VIII. The Trustee shall be entitled to all interest ac-
crued and unpaid on any securities at the time of their receipt, and
subject to the provisions of Item VII hereof, the same shall be in-
come. No dividend the record date of which is prior to the delivery
to the Trustee of the shares on which such dividend is declared shall
become property of the trust.
ITEM IX. In addition to its reasonable expenses incurred in
the performance of its duties under the trust hereby created the
Trustee shall be entitled to receive for its services hereunder compen-
sation at the rate established by said Trustee and charged to others
for similiar services.
ITEM X. Any corporation resulting from any merger, conver-
sian, or consolidation to which the Trustee may be a party, or any
corporation otherwise succeeding generally to all or the greater part
of the assets and business of the Trustee shall be the successor to
it as Trustee hereunder without the execution or filing of any paper
or any further action on the part of any party hereto or beneficiary
hereunder.
A-4
BOOK 235 PAGE 4~)9
,,~,?~, ~-~
'f. , ..
~.." ."
"
" c
.-
...
ITEM XI. All payments of principal and income payable to
the beneficiary of any trust herein, shall be made upon the sole
receipt of said beneficiary and free from anticipation, alienation,
assignment, attachment and pledge, and free from control by the cre-
ditors of any such beneficiary, except to the extent permitted by law.
ITEM XII. The Trustee shall not pay the premiums on any
policies of insurance, held pursuant to this agreement, of which it
is named beneficiary and the companies issuing such policies of in-
surance shall have no responsibility for the fulfillment of the trusts
hereunder.
tfrj1/'} 1-1',.(11) /rf~
~ L ct~
/) ti.
~l./ .
../ '-I .i
--~ ~L
t:...~ . , -
A-5
BOOK 235 PACE ,SOO
Tt\_;S r he ,:{;i~lv,E:H
. .~. nl": I'
;\ p':".en~l:t .)
Assets referrc:d to in trll:Jt ;'\~",ree'~lel1t t:~tw~e" S(.>ttbrs. '~H"mnnd
~,~.. f~iie. Sr. ~1(l\1 :.\.utll ,i\. :.~~iie. ;lis \vife. of iV1ech~ni~sbutg. t"':Uin-
berland Gaunt:y. Pennsvlvar.i!:!, and Tt'um:ees. Havrnond W. tUfe.
Sr. y ti~uth L\. ~;\i.fe!t ant.] .t~ari
. .Uie. or tne s~rviv,)!'"s ttlereoE.
~:~:':.~I_ I~S rj'~ r :..:
)-.t: ~1,10>::;r'''' ,.,1'-.\ c~_.~....t:~ : ,..... -'):;~l' ~['l'n'''' ....~r.-:"-~ '..:. ;".1
..Jl.....~ '.J,,-.~v!,-~ _......,._.J,:t,............J.Ji~ 6r-....--...-'-'-
g::cuad. tugethcr.. itA
ail i:~..prcven:er;ts th~;l~;~on 2L"'.-'ctec:,
situm:c il~ :...il.v..:.:r ....prin6 I'O';\/,1S,Up.
,-" '.1'" ;L".,..l a'~d- C', -",,,,,',,,r."'n"'j'" "" ~,; "
~ .l....~...,...._.....J. _v~......;. 4......t....U lvO......a.Q..
being t;.c s&me premises which
.,,"!o.tllOi'ion !.~ ~~ .~........ <~,.-,-..i ';. \;"'H'~- t..,.., '';;~('>'-'I '-'-:""~<-J-~
dl ...:o..i..;.u. -.1""'8:1- .......l......oJ..c ~'I"..~~!o, ;...J.I _......,..;,...__ ........d.t.'_""~
\.'A~1:l '2'-). ~ ~'48, .and re-
corded in the t'-~ecoJrj,.;r' z ~filce in and lv';''' Ca;,he^'"-t':H~ _~JlI.~1ty J in
.)eed Book V. Volume 13. Page 163. granted and conveyeu unto
3.ay:n0nd Vi. ~Ufe :mJituth A. cute. bis'.'iHc. :)eLti0r'S cz~rein.
i:'t:~SONAL ?RSPL.TY:
l.. All furniture. antiques. hoasehold :lol)lv,~r:Ges ,mo furnihhings.
2. A II cash. banK accounts, nnd ccn:ific[,t<'~ ,:)f del}o~~t'(.
3. ). n notes d od I ;,ortg:Jgcs.
!.
All eq;.:ipm:::m. hr:plements,
,: -
an;.... t,O(.~ts.
~ ."dl retiren,em ;::,e,y~fit3.
State ot PennS\I!varlCl " 55
County ot Cumber'and
- "t th 0"""" ,- C'eeCl"
Recorr.;ed ,n ttH:- ,)tt,u: or , e ,,~c ... l< - -
et' ,'" and tor ;- unctH:,riano (.m;C':t'-, ;>" ?
\,... ," < . ( i
v.~' I ? -." ,'-~"", /f '/
'8001< VQ ~~ V", '7_,____
In, ------
, rl . ceal of "If'" '\1
witness m~ han,_ 3;1U,~ C " -' ff
.---, "".2.../ 1~;7
Carlisle. Pa, thIS~~~: ~- -, '
\,...'-...>.....-......~, .
Recorder
BJCJK 23;) b\Gl :){'
'llCC-37: (12-63)
COMl\10NWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED
(If step-children or DATE INTEREST OF
State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
ave an interest, vested, contingent or other are involved. set STATE YES IN ESTATE
wise, in estate) forth this fact.) OR NO BIRTH
P,,"1 inp Po CL L '-'. -1" Yp~ Of A rN> ??-1/?f1/" ()f rp"in1lp
3721 E::I ~t l'ortpz Strept
Phoenix, Arizona 85028
Earl W Rife Son YP~ Of Aup 2?'-1/?f1/" ()f rp~in1lp
AOO Wi111p1m RO::lcl
H"r '.L Jr<t PA 17111
.Tunp T L Badorf D"" n'h+ar Yes (')f A dp 'J'J 1/9ot" nf 'l"OQ;,h,o
419 South Frederick Street
Mechanicsburg, PA 17055
R::I ., W Rifp ,Tr S()n VI"" (')f A "'0 'J9 1/9ot" nf 'l"OQ;~"a
~
273 Wl1ittipr T .::Inp
T -1" PA 17RO?
Messiah Colle!!e Charitable Or!! 40/, ()f 'l"OQ;~"O
Grantham, PA 17027
Brethren in Christ Board for l'h" ' .L1p Ord dot" nf '1"0 Q; ~"O
Missions
(now known as Brethren In
Christ Missions)
48-1/2 South Market Street
Elizabethtown, PA 17022
TI ;n I'h'l"; ,,+ ~, .h nf I'h"'I"it"h10 (')'1"'" ?f1/" ()f rp"in1lp
~" , 1'1"'"
Mechanicsbur!! PA 17055
Deponent further says that all the above-named benericiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
R C C-.3g
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
INSTRUCTIONS: This schedule must dIsclose all property, real and persona.l, owned by the decedent jointly
wi th another or others, including intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or joint tenants, givIng brief description, as indicated under Schedule
"A", plus the date and place of record of instrument effecting vestiture, but do not include entIretIes
or out of state real estate value In estate valuation column. Personal property should be listed as in
Schedule "B", plus date of acquisition, and the name, address and relationshIp (if any) of co-owners to
the decedent.
?'
8
Description of Property, Date of Acquisition, Name
Address and Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate.
">< ,(< "" >~ ~x"
~ ;(<>< ~ ">< :><:;; >>< >~~ S< <'x 5:
,/' x '" ,;< )< x,,:><,;< l\,
unit
Value
NONE
percentage
Share
)<
:><"""><><"
"" ,;<
><" "><"><>
Estate
Valuation
"">< 5:><
"" .;< ",,;x
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the" As Reported" column on the last page of this return.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
None
RCC.3!J (5--68)
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of RTFE, RA YMOND W , SR.
(Last Name) (First Name) (Initial)
DATE OF DEATHJl21/78
FILE NO. 50 of 1978
21-78-0050
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland
Pennsylvania, do respectfully report that I have appraised the real and persona! property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E".
Dated: J,muRry 11, 1979
& .. . (dU' LJ
-.. t. 6' .'(, Ll ';d.. ,f1l.!J, tJ 'iI
INHERITANCE/tAX APPRAISER
1/
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for Cumberland County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum
allowed as a deduction,
Dated:
REGISTER OF WILLS
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
56
29
61
VALUE AS REAPPRAISED
$
CLEAR VALUE OF ESTATE
72, 160 27
Valuation of life estates or
annuities. . . . . . . , , . . , . . . . . . . $
t=
t=
t=
ESTATE TAX ASSESSMENTS $
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
COMPUTATION OF TAX
2%
6%
5%
10%
15%
01<
$
$
$
$
$
TOTAL TAX
$
(01<) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
$
$
t=
$
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED $
Estate tax paid $
BALANCE DUE
Add interest at rate of 6% from
to
$
t=
$
C
$
L
t=
$
TOTAL TAX BALANCE $
PAID $
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
Ree-8l (6~73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING or APPRAISEMENT
Earl W. Rife & Raymond W. Rife, Jr.
(Executor or Administrator)
In Re: Estate of RFl~Hnond w. Rife, Sr.
Cumberland
County - Fi Ie No. 21-7B-0050
Dear Mr. Rife:
You are hereby notified thot the n,..i ~i nFll
appraisement in the estate of Ra~Il"nnrl Iii Ri fp., ST'.
has been filed in the office of the Register of Wills of r.lll'llbp.T'lFmd
County on lanlla"'~1 11 , 19~, Said appraisement reflects the following
va I uations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
_n_
$'1h,11~_R9
$?9,'1?S.99
-0-
j~8S,639.BB
As to such tax that is paid within three months from date of death, a five (5%)
percent discount is allowable. As to any tax that remains unpaid after nine (9) months
(fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive;
and twel ve months when death occurred pri or to December 22, 1965) from date of death,
interest at the rate of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within
sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373.
Date .1FlnIlFlT'Y 11, 1979 Signed _ M;L'~5Z ,jF:'l1,. (J )
Title Chief Inheritance Tax Aporaiser
L
Note: This is not a bill.
R C C-2 (2-64)
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
.
DATE JiilMlliirtJ 11, 19'7Q
COUNTY Cumberland
FILE NO. 21-78-0050
Whereas, RaYI'llond W. Rife. Sr. late of Silver Sprino Township
in the County of r.llmh",rliill1d Commonwealth of Pennsylyania, having died on
the ?1st day of January 1978 , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Gloria J. Richard . an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future Interest In this estate Is transferred In possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
Inheritance taxes at the lawful collateral rate on any such future Interest.
Unit Apprai$ement
Description of Anet Valuel Made for Inheritance
Tal( Purpoles
R",,,,l F..t.",t.", 0- $ -0-
t------i
P"'......nn"'l D nn~....+" <lI:<;h 11'3.R9 56 " 113 ~9
Transfers $29.525.99 29,525 99
Joint Propertv -0- -0-
Total Estate $85,639.88 $85, 6:3~ [J~
-
-
Having been duly sworn according to law, I do hereby certify that the above appraisemtlnt is made in con-
formity with law on this 11th day of ,l"'nll"'l'~1 . . . 19_ 79.
~f'c<;)d~, ./PENl",,")
/1 Appraiser
1646 Srool.-','QQrl c;+
(ltumbft Uld Stnet)
Harrisburq P
- ,enna.
(PM OllIe.)