The URL can be used to link to this page

Home My WebLink About10-19-78 '. -; . -~ '( COMMONWEAL TH OF PENNSYLVANIA DEPA~TMENT OF REVENUE BUREAU O~ COUNTY COLLECTIONS INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS, .. RCC-I03 (3-73) COUNTY OF C1IMRERT.AND This return must be completed in detail and filed in duplicate, with the R~gister of Wills in the County where the decedent resided within nine months ofter dote of death, unless an extension is granted by the Secretory of Revenue. Will ~No.2l"78-57 19l1L I. (NAME) of 509 Cocklin Street. Mechanicsburg. {AODRESS) Pennsylvania Exerutrix and Surviving Spouse (EXEC., ADM., LEGATEE, ETC.) late of Borough of Mechanicsburg lCITY, BOROUGH, OR -TOWNSHIP) Jane E. Graffam Misc. , being duly sworn according to law, deposes and says that he is the of the estate bf Donald T. Graffam deceased, and that the whole of the estate of said decedent, who died on, November 6, 1977 [DATE} consisted of the assets listed below and that allowable debts and deductions exceeded the fair market value of the assets and no Pennsylvania Transfer Inheritance Tax is due. the ~ClY Clf 19_ ~/~~ tI . (SIGNATURE) Jane E. Graffam Lu~ (TI TL E) Exerutrix Sworn Clnd ,subscribed before me Type of Asset: Estimated Department Reo I Estate, Pen. ASSETS VA lvotion Property, Jointly (Atluch additional sheets if necessary) Market CAUTtON Held Prop. or Value Transfers Description af.Asset (Do not write in this soace) Real Property None Personal P~opert) First Bank and Trust Company, Me chanicsburg , Pennsylvania 131-130-7 ~ Checking Account No. /)../797, / Date of Death Balance: $2,797.14 $2,797.14 . Transfers None Jointly Held Property' See Attachment . --. -....... { TOTALS $2,797.14 ~I 797. /y ~ REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoirii! chedule at the valuesn~et orth opposite each item in the last column to the right. A ' Dated: : /0- Ib- 7 f" (INHERITANCE'TAX APPRAISER) . Na'me of Payee DEBTS AND DEDUCTIONS A mount Amount Approved , Nature of Claim Cloimed by Register Martin L. Myers Funeral Funeral Expenses $2,239.70 Home Register of Wills Costs of Probate 27.00 Cumberland Law Journal Advertisement 18.00 west Sftore'Times AdvertiSement' ' 16.75 Jane E. Graffam Family Exerrlption 2,000.00 . Gingrich Memorials Memorial 300.00 Joan E. Arnold Notary 1. 50 , , TOTALS $4,602.95 1/4,0.;( fjf REPORT OF THE REGISTER OF WILLS I, the under~igned duly elected Register of Wills in and for the above County, do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed, except where I have set forth a greater or lesser amount in the last column to the right, which greater or lesser amount represents the sum allowed as a d uetion. Date of Approval: Ii rt )9 . , /Q1Y (O~/3F-9' :ta ~. =' ~ r" ~ (l e 04 (l ~ " ~ ~ 0 S?. ~ .:< 0 0 S?. '"'l ~ t ~ ~ % z\ ,0 " 0 .... ~ ~ 04 M ... :so 0 S- ~ .... 1ft ~ % ~ :s: :!O S?. tt1 1ft ,.... ~ ~ ~ ~ ~ " ~ 0 a 2 ~ << ~ - .. " ~ e. "1 .. ,0 ~ ~ .. 04 ~ .... ~ '""'. .':'"' .. ~l' ,'~.,"': . " _. 'F:~.. - I '. "; RCC.43 (5-65) > "',.:'f COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG NOTE: TO BE SUBMITTED IN TRIPLICATE -~! Pennsylvania Department of Revenue Bureau of County Collections 2/1 S. 1t~ Street Harrisburg,. Pennsylvania. , .1 I, Dear Sir: . oZ/ - 11/- ()() s-1 Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the fallowing report:. I j. NAME OF REPORTING . FINANCIAL INSTITUTION ~il"lb~'l'l ~nd \lil1l9~' SaviAgs "aRB Lean Association ADDRESS 16We!;i:Highi';1:.C~"li..ll;lJ 1:>iI non ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT 140:'CJS NAMES ON ACCOUNT ' ORINVESTMENT !)otiald l' .C:f:affall'l b.. JaM Eli1:abetl'; lBuft"U1. Bene !. , DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Dnh'Alri'T'IiiT-$U;>1n Tr . t I I ADDRESS 509 Cocklin St.. ~M..rh"ni ",,,hilT-g. Oil 110~~ DATE OF DEATH Nnv~mb""'(,.197" .SURVIVING DEPOSITOR, . . . BENEFICI/(RYORcINVES-TOR""''''1' "'i'I$-~l> 111 at'etlf"Gl<aff alii 'l!eAe. . " -" - ~ ADDRESS 509 Cock' in S+ ,.M.,"hi.l"~ C$Q""'9~' J?ft 170e5 RELATIONSHIP TO DECEDENT Wi t., DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED R/I? /Al; . , BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $ 19.'526 116 Signature ../) . . vic (:e-f "'-- TITLE ~. "' ~ ::' . '~/..:.''1 f' - ()()'!:'~'111 .ANK~Oh225~? _ . I Rcc.d .4-77) ~ COMMONWEALTH OF PENNSYLVANIA OEPARTMEN~ OF REVENUE NOTICE OF DECEDENT ACCOUNT STATUS DATE FILED / / B 3 23 7 Sub!"i.! intrupljcote within, 10 doys ofter knowledge of the death.; i ,.., . . - -;-; .- '.--'~" .~ " I"'"'. ":, t tft:",..44.<~ 't I f '" STATUS'OF :,CC?~N~O:i.tl.ie',N.T.~ !R~~:.'..O~R I~.~EST~ENT ~ U~II;:.. _ -,_.~~ (..,.'" -', ._ '. _.1) Ir~ Bt'l1'Ql'e.1960 -. . ...... .. "- ". . , NAME;~.9N ACCQUN.T ~~,_~. .__ Donald:T. G:N".tfam Jane E. 'Gra.rl'am ;.. SOCIAL SECURITY NUMBER(S) ;t+ 7..022"'3143 , ~'q." RETURN COMPLETED c' ""'J ".. ",I FORMS TO LOCAL COUNTY .... '. . '~l 'INHERITANCE TAX OFFICE ,~ ...6 _~ ..'co ."."'>- .'.-':.,SURVIVING.DEPOSI,tDR (Beneficiary) IHFORMA.TIOH-- ....., NAM!,! ~ ;.r'~'.' I RELATIONSHIP j", t'AME . , TO ~_E.Q_ENT.. i')n ',Jane E. Graffare vM.."...:10141'\' '-If DECEDENT INFORMATION - ""'- ........ ADDRESS " _" '..,: ,.....-... .~.~.. . ~. >';''''' ~ ~ .D(}na.ld. T.".G:t>arfe.m ADDRESS - DATE OF, DEATH 11/6/77 I . (1)' c., ;509 OooId.i-n--, 8 ~., . CITY .... . i'leohaniosb1.lJ:'g;... , - ~ ._~........- .....~. . , -:'~.~.r:,-. 't~~ ....~ -- . 509.Qoc':Uin st. J[echan1Clsburg,P,'I. '" " ".... 17055 ~ <, . . .,.~ II: r >PUNF VWnDO 11 1: snd . ZIP c'1'1055" BANK/iNSTITUTION 'ADDRESS ~ ....~.4 . -...,.. .. ,~~". ...... ~,.:... ~ -tl~~".'".~ . - ,"'~. Tha 'P.1I'at-BanIt Be 'rrust. Co.. Maih &:Market'Sts. Meohan~csbur8. FA 17055 BALANCE OF ACCOU~T_AT 000 $ INTEREST ACCRUED AND COLLECTIBLE AT DOD $ TOTAL $ . cS3r;.99 . SIG,~y ~~C~INVES~TOR -~~~ T DA T E ,3j,?f../!7:? I l . ". BANK AUTHORIZA TION I HEREBY CERTIFY THAT THE INFORMATION CONTAINED HEREIN IS A CORR"ECT REPRESENTATION OF IN FOR.M'AT10N IN OUR FIL.ES IN ACCORD WITH SECTION 742 P I III E TAX ACT OF 1961. "lP-PPD'I.DqdwlI) .;(OeES). "DIIDP pe'pun~ "'~I penn IDU .oop ~IDDp 10 _II O~ ID II'Oap o~ "~M luno~~D ~~n. 01 I"olio. ul P"'!n.... oq 11011' UO!JO:l!j!IOU ON ..unO:l:)D.. OJ ..lOA!A.lnS.lO JOAIAlns O~ 10 ....PPD pUD ....U .~ puD UDIIOIII'"! IDI~DUIf O~ ~IIM ~DDp 10 Olop .~ ID I\'odep UD'O pel.oAullun_D .".I""'1U.618AU! .10 1!lodap ISIUf. .10 IU!O! 8'P fa UO,.DIU:) .. 10 OIDp .~ 'uo..od pelDD~Op .~ 10 OWDU .~I SUIA!S IDD"~ .nU8A.~ 10 IU8WI'O.O o~ AfIIOU 01 ~DDp .~ 10 .8paIMOU~ "IfD dDp (Ol) U8I UI~!M UOIIOlII'UI ID,~uoulf o~ 10 -<lap .~I aq 11'''''.11 "!""D~I lU8l111..AUI .0 I"odap .~ 01 1.II'Dd .... fO ago PUD 1"."0.10 .......OUD .IOf I.n... V! luo....d 10 uos.Ied D 10 ....u .~ U! '0 .I!M puo puoqsn" UD~ ..~o .u.....ad ..ow .10 0M4 fO SawDU 8'11 U! D!UDAI"IUU8c1 u! pelD:J01 uOlln...!....ul ID!3UDUlj 0 V! peIWAU! .10 pal!locIep I! A..uow vellM.. ",(IIDnPIAIPUIIU.pe>>p .~ ,(q Plo~ Iluno~~v (t OO"OCE$ '.pun o~uDIDq D ~IIM Iluno>>o IUlor l!; "'lunO~~D ./lM pUD puoq.nH (l :uo p.'lnbo. '11'0.' ON ".!I'Dd P'I~ puD .IIM pUD puoqln~ .<q PI8" 'Iun~~v (S "IfI'Df 01 pUD ',"uno"o ."D". I,U.oelep ,o.,..O'ljJl.l8:1 ID 'I,nl 'I,JUno:)'D l.uqIMU! .Julor (.. Iluno~~v 1'''1 (t 'IUno~~v 8u,~~.,,;) Iu,or (z 'Iuno~~v 08UIA"S IUlor (I '1961:101;)'1 XV! HVlSlI ONV 1I;)KV11~lIHNllIH1 :10 t..t N011;)1IS :uo p"lnbo. ., I'od.. V . " .,;; JOINTLY HELD PROPERTY Description Mortgage Mortgagors - Edward F. & Rose A. Cygan Principal Amount-$15,400.00 (Jointly Held Property) Residence at 509 Cocklin Street, Mechanicsburg, Cumberland County, Pennsylvania (Jointly Held Property) 1971 Chevrolet Station Wagon (Jointly Held Property) 1972 Chevrolet Camaro (Jointly Held Property) The Carlisle Building and Loan Association Account No. 10074, Titled Donald T. and Jane E. Graffam, joint tenants with right of survivorship. Principal Balance: Accrued Interest: Balance at Date of Death: $4,429.89 86.00 $4,615.89 First Bank and Trust Company Account No. 130-157-1, Titled Donald T. and Jane E. Graffam, joint tenants with right of survivorship. First Bank and Trust Company Account No. 501-225-7, Titled Donald T. and Jane E. Graffam, joint tenants with right of survivorship. Estimated Market Value $ 4,681. 63 71,000.00 500.00 1,000.00 4,615.89 1,265.31 835.99 Estate Value None None None None None None None NONE NONE NONE: 1\' "\ i\' ,-- j\Jvl, \ i\ \ '-'---' .-- .....J;}~-;~;;1. ,.... ."-..................._~ _-.........~...i:;.~'d:;l;"o~___'-... . ~~. , .,0 .,' . "''' FOUNDED IN 1868 THE OLDEST IN THE COUNTY \-\"OMl,- -j .,..., S~..\' . ~._. --'-- ------ The Carlisle Building and Loan Association 17 WesT HIGH STREET. CARLISLE. PENNA. 17013 Phone 243-2915 February 22, 1978 James D. Bogar Attorney-at-law 23 West Main st. Shiremanstown, Pa. 17011 Re: Estate of Donald T. Graffam Dear Mr. Bogar: We do hold an account for Donald T. Graffam, account no. 10074. This being a tenants by the entirety, with the right of surVivorship, with Jane E. Graffam. On Nov. 6, 1977, the balance of the earnings to date would have been $86.00. on November 6, was $4615.89. ------ account was $4529,.89, the Thenef-worth- of the account If you should have any questions, please contact our office at your convenience. Sincerely, ?,^c,?,- 1-'--'^~, ~ullA Judy ~unday, Teller ( l v "..'j ~>Ji;;''b.\i'i.Yu~<-;.~-x-:t~ ATT_'tRNEY.AT-LAW 23 WEST MAIN ST. SHIREMANSTOWN. PA. 17011 HARRISBURG 737.8761 . , , February 10, 1978 i The First Bank & Trust Company 5150 Simpson Ferry Road Mechanicsburg, PA 17055 Attention Nr. David Coover Re: Estate of Donald T. Graffam Dear MT. Coover; I represent the Estate of Donald T. Graffam and Mrs. Jane E. Graffam. Nrs. Graffam has infonned me that Mr. Graffam had several accounts with The First Bank & Trust Company. Please provide me with the names of any and all accounts in which MT. Graffam had an interest. I would like to know how these accounts were titled. I must also know the principal amounts, with interest, that were in these accounts as of November 6, 1977, Nr. Graffam's date of death, and at the present. This infonnation is needed in that I anticipate having to file a Federal Estate Tax Return. Several of these accounts are business accounts and might be under the name of the Graffam School of Reading and Personal Development. Please advise me as to your requirements for closing all these accounts. I would like to thank you in advance for your anticipated cooperation in this matter. Very tnlly yours, Wl~~ 1I111"nt ihlmdt att!k Wrunt QJ:nmpuny ~lc(l)nni(5bur[J. :jpcl11uiplbania \ Feb. 15, 1978 Mr. James D. Bogar The following accounts are listed ~n tr. Donal~fam. Graffam~l of Reading cf~~L-a31-130-7, Nov. 4 1977 amount was $2,797.14, Feb. 14, 1978 bal. same. ' Donald T. and Jane Graffam - c;ci~~':U130-157-1 N 4 1 t $1 265 ' ov. ,. 977 amoun. , .31, Feb. 14, 1978 ba1 $3,604.08.. AmountD~n~3g.99 ~n~ei~Y4,Gl~78a~ar~tc~t$.~8;-225-7, Nov. 4, 1977 - 'l:':'"";--~-------' -- . '.9- ~~ .' -!-" , 'OJ LAST WILL AND TESTA~1ENT of DONALD T. GRAFFAM I, Donald T. Graffam, of the Borough of Mechanicsburg, County of Cumberland and State of Pennsylvania, being of sound mind and memory, do make, publish and declare this my last Will and Testament, hereby revoking any and all wills by me heretofore made. FIRST: I direct that all my just debts and funeral expenses be paid by my Executrix, hereinafter named, as soon as possible after my decease. SECOND: All the rest, residue and remainder of my estate, whether real, personal or mixed I give, devise and bequeath to my wife, Jane E. Graffam, providing she shall survive my death by sixty (60) days. THIRD: Should my wife, Jane E. Graffam, predecease me or fail to survive my death by sixty (60) days, then I give, de- vise and bequeath said residue and remainder of my estate as follows: (a) One-fifth (115) thereof, I give and bequeath to my daughter, Charlotte Anne Walker, presently residing in Centerville, Virginia. (b) One-fifth (115) thereof, I glve and bequeath to my daughter, Alice Elizabeth LaNeve, presently residing in Easton, Maryland. (c) One-fifth (115) thereof, I give and bequeath to my step-daughter, Rosemary Cunningham, presently residing in New York City, New York, (d) One-fifth (115) thereof, 1 glVe and bequeath to my step-daughter, Caroline Therese Cunningham, presently resid- ing in New York City, New York. (e) One-fifth (115) thereof, I give and bequeath to my step-daughter, Angela Noel Weiser, presently residing in Mechanicsburg, Pennsylvania. .". - ;j . '. t j ! ) I , j i' I .1 I FOURTH: Ny personal representative shall have the follow- Ing powers in addition to those vested in her by law and by other provisions of my will, applicable to all property, whether principal or income, exercisable without court approval and effective until actual distribution of all property: (al To retain any or all of the assets of my estate, j\'hcther rea] or personal, without regard to any principle "C diversification, risk or productivity, (b) To sell at public or private sale any real or personal property for such prices and upon such terms or con- ditions as she deems proper. (c) To compromise Rny claim or tontroversy. (d) To exercise any option, right or privilege granted in insurance policies or in other investments. FIFTH: I appoint my wife, Jane E. Graffam, the Executrix of this my last Will and Testament. Should she fail to qualify or cease to act as Executrix, then I appoint the First Bank and Tru:;! Company. of ~1echanicsburg, Pcnnsyv.lania, i:xcc:ut", ill her stead. IN WITNESS WHEREOF, I have day of h.J1.IP:i,t/ifA..> ,1977. I'a~' hereunto set my hand this _l~ 4fflUr.b-/ J Jh[<--fv{n1n.:~ Donald T. Graffam Signed, sealed, published and declared by the above named Testator as and for his last Will and Testament, in our presence who,at his request, in his presence and in the presence of each other, have hereunto subscribed our names as attesting ~itnesses, ~) ,0-t~ v r! ?--f--I----~ v / I !" f{ ,) Aln-c.t'<(! '[, 1{~/ I' U7 -2- ,....,..".~'l'----- ~ . _, _ _.........--.._,_.w.