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Home My WebLink About12-14-78 RCC-33 (4-73) . . COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS .. RESIOEfJT DECEDENT COUNTY OF CUMBERLAND IMPORT AN, This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the CutaIty \vhere decedent resided; Return is due within nine months after date of death, unless an extension is granted by the Secretary "r Re\tenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) EDWARD_ D. BAKER -- ----~._- } AFFIDAVIT OF EXECUTOR X~~i!iiW\rXli IN TilE MATTER OF THE ESTATE OF iA.TF. FULL NAME OF DECEDENT) Lote of _g:r'ea~Q!l, Cumberland Stote of _ Pennsy 1 vania County County of_CumQ~.:r_land } 55: JV1tlIliilf1~H:J(ijXj-X EDWARD D. BAKER. JR. ~ Executor of the estate of the above-named decedent being duly sworn, depose S and say S (DAY) 19~{testate leaving a last will, copy of which is hereto attached..} (YEAR) ~~~ Decedent di"d __J@uary 15 'MC'NTH) Nom!" nnn od~re~ s of S'p..:r[l(>Y or } other outho;"ized represenTfltiv{" "0 whom 011 correspondE'nce sir- .1 0 Kramer & Kramer One Irvine Row, Carlisle, Pennsylvania 17013 I hal as ,"eh __E_x.?~utor _deponent is familiar with the affairs of said estate and the property constituting ( Xf:CUTOR-ADMiNISTRATOR) the assl'ls thercol and lheir fair market value. ("hat al the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as a[<en, or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception or Ihe foll()\ving: - NAM!:::: P,~~D ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECED~NT RENTED A S.....FE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT ~______.l1--.O._..lLE-_ That the contents of said safe deposit box or boxes are itemized under Schedules -- of this return, wi tll 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 detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage eocumbrances 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. fhat Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property where sever 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 prilOr 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- eedenl; 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; u:: ..L-Ul;Hb cqJpUIL;, jC'jn:~jiY, si.ivtt'wart:, pictures, books, works of art, household furniture, horses, carriages, automobiles, bnats, and any and all other personal chattels of whatsoever. kind or nature, left by decedent, logether 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 promissory 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 10 the cstalc from life insurance policies carried by decedent; all annuity and endowment contracts the proceeds of which ,,-," 'Jayable upon the death of the decedent; all and the corporate stocks and dividends due Ihereon and unpaid as T- n-, datc of death, bonds and accrued interest thereon to the date of decedent's death and other Il1',_"',,,C,,1 --''', owned by the decedent at the time of death, with the market value there- of at such tinH:. ko",; \"...3. (4..73) . COMM~WEAL TH OF PENNSYLVANIA DE(lARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX R ESI DENT -DECEDENT SCHEDULE "A" REAL PROPERlY * Real plnperty in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- aer;lJ. Property held by the decedent os tenant in common with another or other, should be identified oS" to quantum of interest and the estimated value should be that oi 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 described by lot anel block number, street and street number, together with a general description of the property, with a reference to the record of the conveyance by which ,the decedent took title; If a farm Itate "umber of a- cres; also' Statement o,f mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. (1) (2) /3\ DEPARTMENT VALUATION CAUTION (Do not write In thlo opace) ASSESSED VALUE FOR YEAR OF "b'ECEDENT'S DEATH ESTIMA TED MARKET VALUE 1. All that certain tract of land with improvements thereon erected situate in the Village of Greason, West Pennsboro TownShip, Cumberland County, Pennsylvania, having frontage of 81' on L. R. 21034 and extending in depth 200', more or less, and having thereon erected a 2 1/2 story brick dwelling See Deed Book "S", Volume 23, Page 360. Actual sale price ~1H1,(\.1t!.JJ.. /fMfl-'r <f 11 "''''T,..A.^ 0 A.T\ ~I 63l./ V)(,eJ 2. All that certain tract of land with~' improvements thereon erected situate in ) . Lower Frankford Township, Cumberland County, Pennsylvania, containing 184 acres, more or less, and having thereon erected a 2 story dwelling, barn and outbuildings. See Deed Book "S", Volume 23, Page 357. See attached appraisal of George L. Ebener, Realtor RT. ~I 00 If fJ rL_ T flp tJ g IZ. fj" 24 )./1. 0 ;fy A~AE~ J.ftNJ&jlltJ 9/~P f -- J(,S (" tJ J ~ 13,000. oCL,k, 0" l)lJ r \<;S,O u. 78,500.00 ~8" 5DD,OO I Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the lost page of this return. $ 96,500.00 ql"SeD.OO Office 243.6195 GEORGE L. EBENER REALTOR APPRAISER. SALES. PROPERTY MANAGEMENT 139 WEST HIGH STREET CARLISLE, PA, 17013 March 28, 1978 " \1illiam A. Kramer, 2nd, Esquire 1 Irvine Row Carlisle, Pennsylvania 17013 Re: Estate of Edward D. Baker, Sr. Dear ~1r. Kramer: I am a licensed Real Estate Broker, licensed by the Commonwealth of Pennsylvania, and have been actively engaged in the real estate business for the past twenty-five years in theCumberland County ares. I am thoroughly familiar with real estate values in the area. On March 27, 1978, I inspected the properties of Edward D. Ba.ker,Sr. to determine my opinion of their fair market value as of January 15, 1978, the date of death of Edward D. Baker, Sr. PROPERTY NO.1: Recorded in 23-5-360, is located in West Pennsboro Towm- ship, Cumberland County, Pennsylvania, fronting 81 ft. on the West side of L.R~ 21034 in the Village of Greason, and extends in depth approxi- mately 200 ft. It is improved with a large 2~ story brick dwelling house with slate roof. The first floor contains a kitchen, dining room, sitting room, living room and two small storage rooms. The second floor consists of a bath and five bedrooms, two of which have closets. The third floor is attic storage only. The basement is under the entire dwelling, has stone foundation, ground floor and oil fired hot water heat with ~Bdia~o~~ for each room. This dwelling is quite old, however it appears to be structurally sound. There are four or five rooms that need replastering. The kitchen is not modern, the bathroom fixtures are quite old and should be replaced. The interior of the dwelling needs redecorated; the exterior woodwork is badly in need of paint and there is no spouting on the North side and the porch appears to be in need of repair. This property has no well, however there are two cisterns to supply water. ' After considering its location next to the Feed Mill, the value of the surrounding propert*es and the extensive renovation~and repairs needed, it is my opinion that this property would have a fair market value of $19,000.00 as of January 15, 1978. Pg. 2. Re: Estate of Edward D. Baker, Sr. PROPERTY NO.2: Located in the Second Ward of the Borough of Carlisle, Cumberland County, Pa., and fronts 18 ft. on the East side of South Spring Garden Street and extends in depth 112 ft.. It is designated as l1 South Spring Garden Street. It is improved with a two story frame semi-detached dwelling with metal roof. The first floor contains three rooms. The second floor con- tains three bedrooms. It has a partial basement with dirt floor. The electrical service is 60 amp. There is no central heating system and no bathroom. The bathroom facilities is a flush toilet located in an enclosure on the back porch. This property is located in an area of low cost housing with commer- cial properties across the street. In my opinion this property has a fair market value of $5500.00. PROPERTY NO.3: Located in Lower Frankford Township, Cumberland County, Pa., along L.R. 21004 between T453 and T449. It is recorded in 23-S-357. It is a farm type property containing 184 Acres improved with an old frame barn in dilapidated condition; a 38 X 48 ft. cement block storage building with metal roof and ground floor; a two story dwelling house with metal roof, 20 X 33ft. in size, however the interior of the house has been stripped for remodeling and therefor nothing remains but the four walls. The improvements on this farm property would have very little value. Of the total acreage only approximately 55 acres could be considered as tillable. Thebalance of the land is growedup, wooded and in most cases very swampy. The tillable land is very poor and the 1977corn crop still remains in the field as it did not mature due to the poor quality of the soil. The water supply for this property is from a dug well which supplies water to the mobile home which is now on the property, but is not the property of the deceased. It is my opinion that the fair market value of this property as of the d,lte of death of ~1r. !l,lker, was $7f1,':>DO.OD. I have no interest of any nature whatsoever in this property. This opinion is given by me voluntarily and is without liability on my part. Si~' /y~ GeOrge.~bener, REAL TOR cc: Edw. D. Baker, J['. R.D. 114, Carlisle, Pa. r n r 1 ~; .: LI Ph [) I () n . RCC -35 . RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY '* . 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 estat~ . 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, mortg4ges, 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 ESTIMATED VALUE MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) 1. Miscellaneous personal property. See attached appraisal of Roy D. Gottshall, J 1,401.50..V l,'i'D\. 50 2. Miscellaneous personal property sold at public sale. See attached statement of Roy D. Gottshall, Jr., Auctioneer 6,660.55~V '-'llIlID.5S' 3. Miscellaneous farm equipment. See attach d appraisal of Peterman Farm Equipment, Inc 4. 1947 Willys Jeep 5. 1976 Chevrolet 3/4 ton truck, Red Book va ue 6. Imperial Dreamer Camper, actual sale pric 7. Checking Account No. 4-7001-5, Farmers Trust Company, Carlisle, Pa. See attached letter 8. Tax proration on sale of residence in West Pennsboro Township, Cumberland County, Pennsylvania 9. Conrail, check #D7336769, dated 1/17/78 back pay 10. Conrail, check #D7336715, dated 1/10/78 back pay 11. Conrail, check #D7636334, dated 1/3/78 back pay 12. Conrail, check #D7057903, dated 12/27/77 uncashed paycheck 13. Conrail, check #D410685, dated 2/28/78 accrued vacation allowance 14. Conrail, check #53676, dated 12/16/77, disability medical benefits 15. Conrail, check #74287, dated 1/15/78 disability medical benefits 16. Travelers' Insurance Company, disability benefits 17. Travelers' Insurance Company, disability benefits RCC -35 RESIDENT DECEDENT SCHEDULE liB" PERSONAL PROPERTY OOMMONWEALTH 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 :::ontinued ITEM NO. List and describe fully UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) 18. Provident Life & Accident Insurance Co., disability benefits 21. 1977 1% Wage Tax refund $ 242.00'/ ~ L.\d..OO 56.49/" 5(". "4 I 428.88V" '1 dog'. '8' i 21.48/ al.'" t 19. Provident Life & Accident Insurance Co., disability benefits 20. 1977 Federal Income Tax refund Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. x X $ 29,297.0 ~q ~ql. 05 I WILLIAM A. KRAMER IRVINE ROW CARLISLE. PAt 5/10/78 APFRASIAL FOR THE ESTATE OF: EDWARD D. BAKER, GREASON. PAt 5 PC. BEDROOM SUITE_----------$ OAK LIBRARY TABLE-------------$ 2-WOODEN ROCKERS--------------$ OAK CHEST OF DRWS-------------$ OIL LAMP----------------------$ 2-CEDAR CHEST-----------------$ FOOT LOCKER-------------------$ BOX TYPE ELECT. FAN-----------$ QUILTING FRAME----------------$ METAL FLOOR LIGHT-------------$ KEROSENE STOVE----------------$ SHELL RELOADING EQUIPT PLUS SUPPLIES-----------------$ CHERRY DROP LEAF TABLE--------$ METAL OFFICE DESK-------------$ GOLD EDGE MIRROR--------------$ LARGE WALNUT GUN CABINET------$ MILITARY 30-06 RIFLE----------$ ITHACA MDL-37 20GA. SHOTGUN---$ WINCHESTER MDL-12 20 gat PUMP SHOT GUN-----------------S 270 REMINGTON RIFLE W/3 powr 60.00 20.00 10.00 PAIR 30.00 12.00 50.00 PAIR 2.00 10.00 12.50 3.50 4.00 227.50 65.00 40.00 17.50 110.00 62.50 75.00 150.00 SCOPE-------------------------s 115.00 8MM RIFLE---------------------$ 75.00 DBL. METAL FILE CABINET-------$ 35.00 SHOPSMITH---------------------$ 65.00 12 INCH POWR. WOOD PLANER-----$ 110.00 6 INCH JOINTER----------------$ _ 40.00 1,1../0/.5'0 ~- THE ABOVE APPRASIAL MADE BY: ROr GOTTSHALL. AUCTIONEER /V~. "'7- [~/~..../ "/.:' /YJ /";. .:/""?- . . ~ A -. /~, r c----':Z /o~K_';." I V--6?"."'f~ {. / L c--c:-<'---C_-c<:.t'f';J_~~.c ,,J //C- .7.: -~--~7~!-~---~----.~~-----~-~----------------------r--- --------- R.n.l,l\oilingSpring\,I''', June 10 & 14 .~ ,Estate of Edward D. Baker, Deceased Village of Greason, Pennsylvania In Account With ROY D. GOT1'SHALL, AUCTIONEER Combined Sale of June 10 & 14, 1978 Expenses: Roy D. Gottshall, Jr., Auctioneer Otto & Otto Clerks at Sale Roy D. Gottshall, Jr., reimbursement of advertisin~ costs ./">1:62 7 //. 'y2.-,.' ~ /f~/Z,~-+~.~ 19- 78 Gross . 6,660,55.... $ , 372. 00 ~ 250 ,OD 210.00 832.00 ., Net of Sale. 5~828~55 !--'--.lJ Peterman Farm Equipment, Inc. .A IMI=I PHONE (717) 249-5338 OR 249-2150 FARM AND LAWN EQUIPMENT. SNOWMOBILES. CHAIN SAWS AWS . ("ALMI.. 225 YORK ROAD CARLISLE. PA. t7013 April 3. 1978 Estate of Edward D. Baker Edward D. Baker Jr. Extor. R. D. 9 Box Y+4 Carlisle. Fa. 17013 Dear Iltr. Baker I Musey-Ferguson Our estillated sale price of the f&rlll equipaent would be &8 follows I Massey-Ferguson 65 Diesel Massey Harri8 )0 Corn workers J'ergu8OD 20 Loader Ward' 8 15 HP lawn tractor. roto tiller. Ilower &: snow blower Massey-Ferguson 66 Plowe John Deere Disc 10 ft. culti~k.r Corn Planter M-.F #39 011 ver grain Drill 1164 2 Flat Wagona 2 Bin Wagons Ilevator 45' with 10' drag Scraper Blade EMCO Post Hole Diger EMCO 12" Brillian 5' Rotary Mower Massey-Harris #6 Mower 7' (broken hitch) Baler I.H. McCormick #45 Alum. Ilevator Harvest Handler Model B 16' 50.00 @ 500.00 @ _n, $2.2.50.00 32'.00 500 .'00 89.5.00 295.00 275.00 12.5.00 225.00 450.00 100.00 1,000.00 5.50.00 125.00 150.00 125.00 75.00 100.00 175.00 ... ~- -~ FARMERS TRUST COMPANY CARLISLE. PENNSYLVANIA Date J;>ecember 1, 1978 Kramer & Kramer Attorneys-At-Law One Irvine Row Carlisle, Pa. 17Ql1 Re: Estate of Edwllm D. 'R:a1cAl' Date of Death .r..,.",....". J 5 J 1978 Dear M:r. Jra'Wr In answer to your request concerning accounts owned, either separately or jointly, by the above referenced decedent and the balance in each account .as of the date of death, we have checked oUr records and are submitting the following information in duplicate. We suggest that you file one of these letters attached to the Pennsylvania Inven- tory forms (RCC) to substantiate the balance you report. Note that we have shown the correct registration for each account. Also, interest accrued to the date of death, if any, is listed as a separate figure. Very truly yours, . I 1.;3.>><<i;: j J-f.e-it. . Beverly.)1. Nickel Bkp. ..... Checking * 4~1-5 . Balance: $4,435.16 .,../ In the name of E. D. Baker RCC-36 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "c" TRANSFERS 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) no (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) no (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)_____~ (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) no (b) What was the transferee's age at time of decedent's death? (5) 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 the property transferred? (Answer yes or no) no (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) no (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others (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) 1'''. (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserverl power to al ter, amend, or revoke, or which could revert to r1ecedent under terms of transfer or by operation of law? (Answer yes or no) no (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) no NOTE 1: The anSwers to these questions should be supported by affidavit by the attending physician as well as a copy of the death cer-tificate. 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) NON E -0- N cl\V Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. -0- N Of'\.Q.. . . L" (:':p l-:l..oJ,,-- .,:ILl. l11.TD :,.L'j'~.:~T'l:~}'J~i<rr I, ;:;;D'd':,.lW D. J3.,EER, of I-!', o'.mGhip of'ebt Penn bora, Cumberland County, PennGylvani~, being or Gound ~nd disposing mind, me00ry and under- standing, de hereby make, ublish ~nd decJ.2rethis as und ~or my last Will and Testament, hereby rcvekJ :'nd~ rn':k 5n2: 'J c:i d "J llY :tlld 11 I'err",er "'!ills, or wri tingl,; in l:li(;: n:',tt,re thereof, h" ,) Hi <3 c:..: t ,-.1.IlY time heretG!:oI'O flJndc. lI'Il,:.;:)T' : I o)'.1or ~,~nd. :.1 !"'er' L j:W .t..lXCCljt (:,r he,r'c.in, {'tel' ,,',00 CC "il] all my jUGt debts, :funsr';l expenses, te:,:;tu!:,cntary ex',enl.';es, i},nti all Inheritl:mce, Estate, fTx'.';n.'-';fer ::;.nd .Succer.ision ;:Caxcs, :;h'; soon ,~J.~~::; ;';r.tY be cc<nve(;,iently done after my deuth, out of my rcoiduu1'Y estate. SECCND: If I [3hould C':hl '<'Ui':e n~t-~ L;H_~ tiinc of PlY de th, I hereb,\' give, devif:;e and be,'uc'at:l rny f,:),rm ::illd al.l fnrnling c: u.ipment Dituate in LovIer FrnnJ;:fcrd T'o'..n,,!:1p, Cumber] cr,,' County, Penn"ylv"i,iu, c',nt ,.r:j.ng four ('1) tracts with a total of approximately 184 Acres, to my oon, I'd D. B;,),ker, Jr., hir~ heirG and a;.,,_,_,if;n,,:, fcrc:v'::r. If my son should predecease rro, I hereby order and direct my f;xecutor herein ;'t"r " d t\ ",11 1'.1 f' r~I1'; ;-It "llbJ,ic (jY' ;riV,'I,tc :'! (', \,Jl ~Li~h()vcr in its opinion it dcemt:) to bc' in tlJc best :'.LntereGt.::; o~ ]";'];Y Cdt te :ind to dietribute the net aroccc(L: derIved from said G".Ie GO the childree', of my deceased .son livinV~ at the t,.j!\C of ray (lc(;th. If >i.ny of the ,<;;;!id children 1-1 'vc not att,:j.jn~~d the 'l!';U or t\<f(~,; t;,/-~onc (:1) yearti cf "L'c t; /~UC'l I. D!(~, I IJere l:u(;lj.Dd t,c, C(;f.l,,~tj Lute uint the Fartners '.crur;t 8ow'.'c.ny of C,;:lf>] iE,:1c, :F'e~.-::.ncylv:lY;ia, t(' be ~ ie; 01" tier e;u[-~.rdiGn :,lntJl j .-) r:c j" t;t;uin'd , ,. hich time the Llr nc ,:h::1:1 be deljverod teo ki or ]-",1' ',b:"," u.tely ;ene: cut1'ir"ht. ~~lh€ "'V' :cd_! :'HI " 11 invest the ;::roc('uc1~:; t;:' . , :(1 :'.1'1c in ,!;:()od :u:l(i :'\ [' C cnl'"i Ll.C~" d ;-1 \y the net Lncorne cJC i'J(;rl t,,: C''''''' :'l~Or'l f( t " Ui ,::1 , ' in 1,(:1 ]ice, n ]~', c,luc t,Le!] 'in6. L-t: '\",1': c.~}f' r(; n, <..' id ni.yujr or {':lriOTC;, ann the L~u \J'.11 ,~11 1;1:1' a1::.;0 ULie the prJrc 1 fe-I' t), edvc tiun at' a lnlncr, but nc, more l f 'tht, rincipal .~u~(:u~/;;6) rt:kL7 , r shall be ur,ed ~~{,l' t~~n'y one rtiroY' 1':h:Hl hi;" or her vrolio~:~t,:: ('1F:, to 'hnre theTeof. 'I'EIRJ: I herr:b,y give 1 (;\'ii:':;C ,<J.nd c\_'ucath my in ere!;.:;t in t.he prolJerty situate ut 21 Boutl iD~; I (' en:3tr(;ct, C/:!rlJ.:.:,le, r'ennt3ylvo.l;,i~1, to my sister, 1-1'. Jcannott;"i Ec:.tker, c:r- ~\.e(' LciI'~~) ':'UJd ,:~.::;::jJgns. FCURT1: : I or er :Hid ,:j,":ct n;;; Lxccutor herein, eter n"IiH;,rJ to convert all of my X'cHi:)in1.nr; ci::;t;tlf:), rc " L":::r;.;c.n.:.j or rnix'ed, into Cr;[3Jt, ~-...,:': soon as may be cc'nvcn'lent~ly dl..ue ufLcl:" my rlentn, C'ithc'l" (It nubijc nr r-'l"J1J !tr' fJ, whichever in the oL1nion ot my Executor shLll be deeme~ to be in the boat interests of my est te, and t add the net f'rccced~.; dcr'ivcd. lrcu, ;.j;~-d"d s(.;l.le or sulet:; ita m:/ re.siduE1.ry eGt' teA FIFTH: fell. the rest, rosj,duo <'lnd reandnrler of my estate, be it real, personal or ~ized, of whatsoever kind and wheresoever situute, I hereby ;l'i v~~ ',,; , evic.e nnd be(iUeath to m:.,r five ( ) children, tr2e:.!' he,irs rInd assigns forever. If t:~ny of my e'5aidchildrcn :predccen.sc me Tc \ring :;ue im (,r her surviving, I 1 ereby give, iJ8vise iJ be ue,~tth the dece i::;ed cltild t:'? ShC~~l"e to his or her children, ',ler stir-ocs. .1:: ..., and if any cLild k,hould lii" ~,li,thout children survlv~ng, h:l.c,;, or ;,Ler f-;h,:,_l'C 1 "" 1. :.,', l~; -1-1. 0C divi\ied e~ uaJ 1y l)~;~tI.Jee:n wy other children, or <;'.)8 chi} dren cf a dece1'1:"ed child, (WI' ,', lix'},ec'. SIX-Irs: If' indivjdual entilled to any share under the preceding i'I:"1rElgrarh ":nd h':Jve net {7~tt;lin(~cl the U:,"f: of t',rJent~,f-cne (,-}) Y'e~'r;3 oi' ,',t"'e, I hereby ncn:i.n,,,te, conritjtute :.md "cojnt t e F';r"eri"' ~'ni. t Ccn'j'anJ cf Carlisle, Penn; ylv:lnj,a -to be },j~L; cr 118I' I~u~irdj.ilrl ~ntiJ Bilell :lte i.: ~ttained {)t vl1d_ch Lir:lc tile :j~llC i :).1 ,"j;ti J be de ive ed "l~(j hit, 01' her a1: I. Lutely and outl'i,;ht. ,,'he u,;y'di..n II 1] j,nver: t t.h(~ ;'I'()C00d~: ! n "00'-',:; ;\ ",fe secur,itie:,: .,)nd ;1'/ out !.:. jj\ L inC(llrU !'r,JY' Lhc ;,Ur)r,ort, j'FUnL\:p,',1 CC, Lo,-,lth, f; (:; 11 C ,'; t j., c r "..:.J! ~ "c;neY'" '.'eJ f .re 0_["' 0 id rJil:':or or .. iner:;:" 'lYe d L} ~ (; '1..1' rdi::-'~1 n1.;.lY J () U C c v ;'1 ( :j t~ r: j al T' t e nc ti.en ,c~ ~J."!-:or 1 l~,utrj() ~'iOr(; OL~ tbe l'T.":l Dei "L 1 ,)C' :) C (; (1 j' .'~ :y Cd:l C in 0 r t 'I ,~:i n :.~ cX' )';(. p ":)1'(: (0 ; CD te ;:;hare tbereof. L,(~ ~,:.. ,_;_ILY : I Lereb;j nOfo:I.l"L Le, (;(n::).i~."llt;,.:; n.d cint 1,'~;'/ ~:'CYl, ":~ln",'.r'11'd D.. H::tk(~r, Jr., t, ~'}r; 'le E7,:e:cL:tcr of t 1 :1';.1 L,~J;: L i"','il] 'lIlt,!. l,+evt~>ment, ---/~-'~ pi ~? "-;'~^'"~-'''''-':-'~'------------"------' , ~ he to u.erve ;,...Jit~'jcut: t,()nd in C(I." It.:,tc (')' F;0r:,:n.~-'.'/1\/ :;i,:1, OJ' in '!.ti,;r ut!ler jl.lrL;diction. If ,-,'S :l.d :-.I,JtL Il,:11 h ve i)) edece,' :--.ed :(:, (jl' c,',nnot f:;erve as Executor cr com lete thr; ,'il icltr' tic]1 of m:f ec;tate, !'or emy reason "ltIhB.tsoever, I h(~reb:; !-:CHllni to, c'- r:::::.t.;.tu'\:e :J.nd "_l I'lo:int t'hc: .f\;}rli'le[,E:;~lrur:;t Comp~-u!y, of C.;',rlit::c, Fcnn;:':;.'flv:).T ~1, tCi rJe tJiC ~~::-.:,cc l'CCJr' hel'ecf' j,t like1.rJif1e to ~:;C':CVC 'I!i thOl" L 1) cl. :n'llq""i:) m:; ,,::nd 'H)d ',C' 1 t::,i ~(dt ",..., , '. ...., ...;.....J ' __ ,.1 .-+- ,\' (~-i ~:~~_, u., 1.:'170. ~~(/~rrd /2;(~(SEAL) S I-JNED, J'~i:~IIE~D, FU'_.:l.:IL;,bLD, D,:::,CL.:'.ld;:;n a:pd PI::CI';CUIiCED by tll() ,~)bove-J~n,ned r.2ect'~-J.tor, Edward D. T~~lJ'~.er, :JCj [no fCir h::',[3 It)st:,;'}i.Jl t,nd ':'est',rcent, in our pre',;e,ce, 1:1ho, in bi,; presence, at hi~~ requcGt, U!"l(l in the l\reGence of eRch ctllcr, h va hereuTltc 'ubscri.t)ed our n;.U!lGf3 L';~ l,..r:.l-:;n<'L: f};~;. ~~ '/'.$4_."" A::'n .fU(.. /' :..,jl" /) ;; A "i- RCC-37 (12-63) COM~IONWE."'LTII OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES 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 aye an interest, vested, contingent or other are involved, set STATE YES IN ESTATE wise, in estate) forth this fact.) OR NO BI RTH Nancy B. Mosteller daughter yes over 18 1/5 of residue Rt. 4 Rox ?1"i . - ~mi r.n"'nnl"'P' MRl"'v1Rnn ?17R~ Linda B. Williams daughter yes over 18 1/5 of residue 107 ' . r>lr nl"'i VP Newark. Delaware 19711 Edward D. Baker. Jr. son yes over 18 1/5 of residue and R. D. #g. Box 344 i $8h815.00 I -- Carlisle, Pennsvlvania 1701: .~----- - -------- i David E. Baker I 18 1/5 of residue son , yes over - ._--~-. R n #Q Rox ~44 i I ---_.. -- .. ~Rl"'li",lp r1vRniR 1701: ! __.n__ -- I Judv B. Anderson daughter yes over 18 I 1/5 of residue Lot. 28. Npw RORd I -----.. Newmarket. New Hampshire 03c 57 I M Ta~~ ,~-I--I- RRK-pr sister yes over 18 $L8~~. ~~ -------- ::>1 _"nnt.n ,"n.,-.inp' n; ., nL L I __n ....-..-.. ~,:,.,-.li",lp ~ v,:,ni,:, 170J- , , \ h Deponent further says th~t all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE . RCC-38 RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY . COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERIT ANCE TAX INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the rlecedent jointly with another or others, including; intangibles, standing in the name of the decedent and others. List re.ll estate first, as entireties, or joint tenants, giving brief description, as indicated l.mder 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 deceden t. Description of Property, Date of Acquisition, Name unit Percentage Estate DEPART/LENT VALUATION Address and Relationship of Co-Owners, and Place Value Sh are Valuation CAUTION-Do not Write of Record of Instrument, where Real Estate. In This Space. ~ ^<> X;~ ;;: ::> :) >s x: >s ~ ^" Value of Value of ^,.')( >2: ~:) :):) X>::>X ::>X :>~ J. ~J. :)::> Entire Decedent's ~ ^ J. :,'). ~ J. :<:) x: ^' XX <> :> " x' :) 'J<x' property Interest 1. All that certain tract of land with improvements thereon erected situate in the Borough of Carlisle, Cumberland County, Pennsylvania, having frontage of 20' on South Spring Garden Street and extending in depth 112', more or less, and having thereon erected a 2 story frame row house. Owned jointly by the deceased with M. Jeannette Baker and Robert E. Baker. See Deed Book "Q", Volume 21, Page 735. See attached appraisal of George L. Ebener, Realtor. Full value equals $5,500.00 1/3 U,833.3 /' l) i .3~..33 Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. $1,833.3 \5??J3.33 .. REV-51a (8-78) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Inheritance Tax Divis ion NOTICE OF FILING OF APPRAISEMENT Edward Baker, Jr. RD 9, Box 344 r.~T1i~1p, PA 17011 (Executor or Adm ini stratar) In Re: Estate of Edward D. Baker, Jr. Cumberland County - File No. 21-78-0051 Dear You are hereby notified that the Original appraisement in the estate af Rd~q~Td n R~IrPT, iT, has been filed in the office of the Register of Wills of r."mnPT1"nn County on 28 Februarv ,19~, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Tatal $ 96.500.00 29,297.05 None 1,833.33 127 ,630.38 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 twelve months when death occurred prior 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.,~3. r-o. () . . 1-' r, ..-_ ~ ~. \- -".. ,_ '. ,-._..... '---.-....,.---.. 28 February 1979 Signed L/1 Date Title Administrative Officer . .------ '-~ Note: This is not a bill. REV-457 (8-78) I1l:F'ARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG, PENNA. 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE 28 Februarv 1979 Cumberland 71 7R-00,)1 COUNTY FILE NO. Whereas, Edward D. Baker, Jr. late of W. Pennsboro in the County of ClImh er1and Commonwealth of Pennsylvania, having died on the 15th day of Januarv 19 Z!L., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo Fulginiti , 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. DE5CRIPTIDN OF ASSET UNIT APpraIsement VALUE5 Made for Inheritance Tax Purposes RI'>a,l Estat<> $ QI'; c;nn Inn Personal Property 7q.7q7 10<; 'T'~~_"<=~~" None Joint1v Owned 1. 833 33 T,,t-01 127.630 38 Have been duly sworn according to law, I do hereby certify that the above appr~isement is made in conformity with the law on this 7Rt-h dayof'Q ",<>h...,O ", . -1.;:<___ 19 .J.9-. [' .-;---- \...' - -~ Appraiser Harrisburg (Number and Street) (Post Office) . Penna.