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HomeMy WebLinkAbout03-28-79 ... ~ \/~ RCC-3,3 (4-73) " COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS '-, /,Z j7 / 1') *</- 11'-05'7'1- RESIDENT DECEDENT COUNTY OF CUMBERLAND IMPORTANT: 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~enue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE EST ATE OF } AFFIDAVIT OF EXECUTOR County MR;l~ LENORA E. FAHNESTOCK (STATE FULL NAME OF DECEDENTI Late of W. PENNSBORO TWP., CUMBERLAND County of PENNSYLVANIA CUMBERLAND }. State of THE COMMONWEALTH NATIONAL BANK BY ROBERT P. CONWAY. VICE PRESIDENT & TAX MANAGER Administrator Executor of the estate of the above-named decedent being duly sworn, depose and say Decedent died SEPT. 8 , 19~J ~estate leaving a last will, copy of which is hereto attached. } (YEAR) li~'M~ (MONTH) Name and address of attorney or } other authorized representative to whom all correspondence should be mailed. (DAY) THE COMMONWEALTH NATIONAL BANK 10 SO. MARKET SQUARE, HARRISBURG, PENNSYLVANIA That as such EXECUTOR deponent is familiar with the affairs of said estate and the property constituting ( EX E CU TO Ilf<XR!K~XUUO 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 with, 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: - NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT FARMER t S NATIONAL BANK T l;'lI.T(YD ^ F. III:K NEWVILLE, PENNSYLVANTA That the contents of said safe deposit box or boxes are itemized under Schedules B with the exception' of the following, for the reasons hereinafter set forth: of this return, 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 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 ins titutions, whether individually, or in trus t for any other person or persons giving also separately the accrued interes t thereon, if any, down to the las t in teres t day prior 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 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 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 at such time. ~ In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof /is of the date of death. The schedule also sets forth the interest of necedent at the time of death in /iny co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the dgreement) together with a statement setting forth the character of the business, its location, and such other facts pertainIng to the business as may be pertinent to a fair and just ~praisal of the decedent's interest therein must be submi tterl. It should also set forth in itemized form, together wi th the fair market value thereof. any other property owned or bequeathed by the decedent at the time of rleath. The Scf>edule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers of property, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom trffilsl~rred, the relationship of the transferees to the decedent, the proportionate share receiverl by each transferee anti all other facts of a pertinent nature regarding sain transfers. In the case of transfers int'~nne'l I () take effect in posseSSion or enjoyment at or after death, there is also attached to the schedule a copy of the deed, trust agreement or other instrument creating the trust. Ther,~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decerlenr's death hy virtue of the exercise by decedent, either individually, orjointly with another, or any power of" appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Scf>edule D attached hereto and made part hereof sets forth the nllmes Ilnr1 addr<>sses of 1:1 i persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the deceden~ together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life I1nner decedt~nt's WiI1. It .ds" contains a statement showing which of the beneficiaries named in the rlecerlent's will, if any. died prior to decedent, the dates of their death, their issue, and the relationship of such issue to tlw I,,~"""fjci,n'y. That Scf>edule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, stan~ing in the name of the decedent and others, plus the date and place of' record of instnunents effecting the \estiture of' real estate and the date of acquisition of personalty, plus the name, iuidl'BSS il!ld 1'.,1 htin,,,.;:;: ,'. :r- of co-owners to the decedent. That Scf>edule F attached hereto and made a part hereof set.s ft".u, t'nlj~.~ ''',d j.. d.",,;: '.I'! '1"1"0 and deductions claimed for and on behalf of this decedent's estate, includinp: n,ne,'.'" t'x:"'nses plt'd: family exemption, where applicable; costs of' administration of this est"t,,: "0''''''''] t....>, .".{ :'",licl"~.' commissions paid or to be paid; cost expended for burial trusts, to]11\'S1()],.", "1' i";'''' :..,."', .',.: ;.,,~:, gious services, in consequence of the death of the decedent; debts and claims owing ann Im]),tI" '<L time Ol' death; taxes accrued chargeable for period prior to decedent's death (except those allowed Ul\';';l' S,"Ctloll 651 of the Inheritance and Estrde Tax Act); togpther with a stateme,:j ,,1' (',,~i'!"I"T':!! ':1",:' ., "",. pL1i.c"- tions, if any. It is agreed that the fiduciary will present proof of' "aid ,.'l"iill":1 ,It,] ii, ".' ",'uli , quest, that if the amount actually paid in settlement of any fee, commission or debt is less than t'lP estimated amount claiming and allowed, that the same will be reported to the Register of Wi.11s, and tint the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate colunms in Schetiules "A", "B", "C", "E", ann "F" as directed therein, have been carried forward and properly registe!'ed in the Summary. Subscribed and sworn to before me this /21-1, ...................,..,............../'7... ...... .. day of . ..'jJt~(.,~... .......... 19...7..1.. ..~...~.....mm My I:ommission Expires October 13. 1980 Harrisblll'Qo PA DCIlIphin Countv THE COMMONWEALTH NATIONAL BANK ~~..~ . BY:j;:~t-J~~~~~~~~ENT & ... .1..9.....$.QY:r.;R.J1AR.K~:r.....S..Q.UAR.E.... (Street N"mh(,; ......~i\~~.~~p..~qL..J?.~~~~X.1Y1W.:r:A. (City or Town and State) NSTE: Before sign1.ng affidavit make sure all blank spaces in the affidavit and schedules ,u'lIt'xPrl ;'T(' filled in with details or the wor..l "None", anti in case the asset.s include rare anel unlisted sef>lIrities. securities of close or family corporations or an interest in any co-partnership or business, Lflat u!~! data and statements requirerl under the paragraph above relating to Schedule "13" are attached. \1 so n:II." certain that column #1 in the' "Summary" has been properly completed as above-tUreeted. .' . FtC C-34 l4-73) COMMOHW'EA.L TH OF PENNSYLVANIA DEPARTMENT OF 'REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE IIAu 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 01 the decedent's interest only. (Property held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule liE.") 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 a form state number of a- FOR YEAR OF ESTIMA TED CAUTION cresi 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, etc.,ore DEATH In this space) to be listed on Schedule "F" and must not b. deducted from this schedule. 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 ------- ---------------------- ~~~ * RCC-87 (10-68) COMMONWEALTH OF PENNSYLVANIA Department of Revenue SAFE DEPOSrr OOX INVENTORY 6tJ- 3., 7 f' Date of Entry) 2. Address of decedent. L tho n ~ E. rA-#A/IE4' 7b<!!./~ fin #. I IbLry ilu fI A/pw J/lj..;,E,J j,/,4r 9- i'- 7 f 1. Name of decedent. 3. Date of death. 4. Name and address of person who requested the opening of the box. r." A1 Mlht/ W ~A L 7}1. ~/ Jt.1'J /LV A L /0 ~ l' ,R. e ~P'l 1..'fLE) Pile 5. Names, addresses, and relationship, if any, to decedent of persons present at opening of the box. /1/ () ~ l? LA 'TJ 1.1;/1,.// c~ANk A-.r # LI 6. Name and address of the financial institution where the safe deposit box is located . f~AAi}~11... A/J-rJiJA/A'L IOAA/J{ A/tJWi/It-l-E . PI) , . 7. Date of contract to rent box. 9- 5-7 t./ 8. Number of box. ~4 7 9. Title under which box is registered. L fJ./btll' If. j1'A-hA./J~gT2J<!!.J< MAArJl..ft \f, ~lllJl./F IJtlPb T/@ 10. Names and addresses of persons having access to box. ()I A.M t;' AS fr l' li. Name and title of employee charged with the duty of making the inventory. If< Il- 1<. (;.L f-) M eh.' t'./!. A-PPA A.J g ~ /1. 12. Was there a will in the box? (Yes or No) 1). If yes, state date of will, name and address of personal representative, if named in the will, and name and address of attorney, 14' j1,'L ~ tJ A- A c,J$.' .-t/br.N~ o~ LA.~T kwT/1,'r R ~Jl.A ~ ~ f A-flA/ ,ESTtJelot if any. /J IJ. r IE. 1~JI-7f 7/N~ , /tJl P, 0 PC:: -~.c: , ~. ~ .. CO~WONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY Item No. 10. 11. 12. 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 es tate or fiduciary in said capacity, partnership interests, interest in anyundistributed 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 List and describe f\llly UNIT VALUE DEPARTMENT VALUATION (Do not write in this space) ESTIMATED MARKEr VALUE TANGIBLE PERSONAL PROPERTY 1. Household Furnishings and Goods Appraisal Attached V 782.50. 2. Household Furnishings and Goods Remaining Sold at .~ 2,557.45 3. Miscellaneous Coins Valued At 72.20" -- --/ INTANGIBLE PERSONAL PROPERTY 4. 1 Share Cumberland Valley Co-Operative Association, Common, N.L. 10.00 10.00'/ 5. 77 Shares Cumberland Valley Co-Operative Association, Preferred, N.L. 770. Of) 10.00 6. Certificate of Deposit #6688466 with Cumberland Valley Savings and Loan Association Dated 8/5/75 15,000.00; 7. Interest Accrued on Item #6 to Date of Death 21.38' 8. Savings Certificate #143825 with Cumberland Valley Savings and Loan Association Dated 4/11/68 12,404.54' 125.5,2'/ ...~--- 9. Interest Accrued on Item #8 to Date of Death Checking Account #0983 with the Farmers National 'Bank of Newville. Pennsvlvania 339.52,-- / Refund from United Telephone Company ......- 5.51 2 0 7 . 0 9.,..... ........--- Cash '( nser t this to tal opposi te "Personal Property", Schedul e "B" in the "As Reported" column on the last page of this return. x X 32,295.71 '32. ,'l.C{'::; .1l j ,-) Rot D. GOTTSHALL, AUCTIONEER , .. ROUTE # 1 BOILING SPRINGS, PA. , , OCTOBER 3,1978 APPRASIAL FOR THE: LENORA E. FAHNESTOCK ESTATE, NEWVILLE, PA. HAROLD: IRONSTONE DISH-------------------- GLASS CELERY--------------________ ROUND BUTTER DISH (DAMAGED)------- PINK SQUARE DISH------------------ GREEN ROCKING CHAIR--------------- RUTH: GLASS WATER SET W/PITCHER--------- 13 GLASS FRUIT DISHES W/FLOWERS--- ROUND PATTERN GLASS DISH(DAMAGED)- SET OF CANDLE HOLDERS------------- RICHARD: PICTURE OF FARM------------------- 2-MILK GLASS DISHES--------------- 1-CUT FRUIT BOWL------------------ 8-BLUE ~ GOLD TUMBLERS--~--------- MARLIN: ROUND GLASS FRUIT DISH------------ GLASS COOKIE JAR W/GOLD BAND------ BROWN LOUNGE STOOL---------------- LIGHTED PICTURE--------------_____ 4-SHELF DISH RACK----------------- MARTHA: GLASS FRUIT DmSH W/STAR----------- 3-ALUM. COOKING DISHES------------ 1-0AK ROUND CHINA CLOSET---------- ! DOZ. PLANK CHAIRS(1/2 SPINDLE)-- $ 3.50 4.00 1.50 1.00 60.00 --, l"'- I .~ 25.00 8.00 9.00 12.00 ~./.-' 6.00 8.00 PRe 13.00 4.00 3/ 15.00 10.00 1.00 2.00 5.00 .i 7 ~. - 6.50 6.00 220.00 300.00 .~- ') ~. !- j FAHNESTOCK ESTATE, CONT. ~. ,."" ... .~ .~ BETTY: SERVICE FOR 12 SET OF DISHES---------- GOLD BAND GLASS DISH W/STAR----------- 3-STAINLESS KNIFE SETS---------------- 3 PC. BEDROOM SUITE-----------~------- REMAINING CONTENTS: 1 ST. FLOOR: HALLWAY AT BOTTOM OF STAIRS--------------- REAR EAST BEDROOM:------------------------ LIVING ROOM:----------~~---~----------~--- , KITCHEN----------------------------~------ OUTKITCHEN--------------~--~-------------- 2ND. FLOOR: SMALL NORTH BEDROOM----------------------- MIDDLE BEDROOM W/FRONT STAIRS------------- SOUTH FRONT BEDROOM:---------------------- HALLWAY--------------~----------~-~-~----- SOUTH BACK BEDROOM------------------------ ATTIC------------------------------------- STORAGE ROOM:----------------------------- BASEMENT: DEEP FREEZER (OLD)-~~~--------------~----- $17.50 10.00 4.50 30.00 ( 1, " r $ 17.50 282.50 75.00 265.00 485.00 , I -, S I: ... 20.00 1 50.00 300.00 90.00 1,85.00 17.50 7.50 --no 50.00 5D THE ABOVE APPRASIAL WAS MADE BY: ROY D. GOTTSHALL, AUCTIONEER 181' V~d~/..;;/C.;3/?r r .----: .' ( I <. ec;mmonwealth J... National Bank ~ CARLISLE - DEPOSIT OFFICE October 11, 1978 Cumberland Valley Savings & Loan Association 16 West High Street Carlisle, Pennsylvania 17013 Re: Lenora E. Fahnestock Estate Gentlemen: The Commonwealth National Bank has qualified and is acting as Executor of the Lenora E. Fahnestock Estate, late of Cumberland County, Pennsylvania, who died September 8, 1978 owning Cumberland Valley Savings & Loan Association Certifi~ate #6688466 principal amount of $15,000.00 dated August 5, 1975 and Cumberland Valley Savings & Loan Savings AIC Certificate #143825. For inheritance tax purposes, we must report the value of the account as of the date of death to the appropriate taxing authorities. Would you please insert the figures and information below on both the original and copy of this letter. The original is to be returned to us and the copy is for your files. We will attach a copy of the letter to the inheritance tax return that we will be filing and thereby avoid the necessity of the estate inheritance appraiser calling you for the information. It would also be appreciated if you would check your records and advise us of any other active accounts in this individual's name alone or jointly with others, including safe deposit box. Thank you for your cooperation. ~Vi1;litt;f Robert K. R~t4~1,'I;(/ Trust Manager ;/ DD266,943 r " Principal as of the date of death, A/C #1 $15,000.00---#6688466 Principal as of the date of death, A/C #2 $12,404.54---#143825 Accrued interest as of date of death A/C #1 $21. 38---#6688466--Monthly Income Cert. Accrued interest as of date of death, A/C #2 $125.52 --#143825 Date Account was established, A/C #1 August 5, 1975--#6688466 Date Account was established, A/C #2 April 11, 1968 --#143825 Name or names Account registered in, A/C #1 #6688466 Lenora E. Fahnestock Name or names Account registered in, A/C #2 #143825 Clarence E. Fahnestock--Deceased 3/71, Lenora E. Fahnestock Date October 13, 1978 Signature ~/ ,7' .Jj;;~.L- Authorized Officer ,:;{. -1. ~d t.:../'l ,~ '- THE FARMERS NATIONAL BANK No. 9588 OF NEWVILLE, PENNSYLVANIA 17241 WA YNE WOOD, President MERVIN J. MORRISON, Cashier CAROLYN H. KOUGH, Asst. Cashier MARY E. KELSO, Ass!. Cashier October 11, 1978 Oornm.On'ireal th National Bank Robert K. Reitzel, Trust Manager Oarlisle, Pa. 17013 Dear Mr. Reitzel: In regard to the estate of Lenora E. Fahnestock, this bank has a checking account in the name of Mrs. Fahne- stock alone, with a balance of $339.52 as of September 8, 1978, the date of her death. The account was originally opened in 1959. Sincerely yours, L~Jd~9i'-::;;'<.d. Assistiht cash~u~ RCC-36 COMMO~WEALTII OF PENNSYLVANIA TRA~ S FFl~ I NimH I T AN CE TAX SCHEDULE "c" TRc\NSFERS lillSInE:\T DECEDENT (1) Did ~ecedent, within two years ofdeutl1, make any transfer of any material part of his estatl~, 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 N/A (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) 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? N/A (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor lmcter 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 N/ A (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's prrnnise to pay income to or for the benefit of care of transferor? (Answer yes or no) NO (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 rlecedent 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) N/ A 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 DESCRIPT ION MARKET VALUE (Es tima ted) DEPT. VALUATION (Dept. Only) NONE Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. NONE ~\ .. \ '-.l (;V..J..., RCC-37 (12-63) ClHfI\lON\\'EALTI!' OF PEN:\'SYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BEI\EFICIARIES \ h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF State full napes 4nd addresses of all who illegitimate children DECEDENT OF BENEFICIARY ave an interest, vested, contingent or other- are involved, set STATE YES IN EST ATE WIse, in estate) forth this fact.) OR NO BIRTH BETTY JANE FAHNESTOCK DAUGHTER YES LEGAL SPECIFIC BEOUEST R.D. 114. BOX 323 HOUSEHOLD GOODS -- CARLISLE, PA 17013 $62.00 HAROLD E. FAHNESTOCK SON I YES ! LEGAL SPEGIFIC BEQUEST R.D. 114. BOX 377 I I jlOUSEHOLD GOODS. NEWVILLE. PA 17241 $70.00 RUTH M. GLlJNT I DAUGHTER YES LEGAL --+SPECIFIC BEOUEST R.D. 115. BOX 269 HOUSEHOLD GOODS CARLISLE, PA 17013 $54.00 I C RICHARD FAHNESTOCK SON YF.~ T.F.r,AT. <..; I-' ~'I ~. II 111 , BOX 403 I HOUSEHOLD GOODS, R.D. NEWVILLE. PA 17241 $ 31. 00 MARLIN E. FAHNESTOCK SON YES LEGAL SPECIFIC BEQUEST 50 BONNYBROOK ROAD HOUSEHOLD GOODS. CARLISLE. PA 17013 $33.00 I I I MARTHA J GROVE DAUGHTER YES LEGAL SPECIFIC BEQUEST R.D. 114. BOX 323 HOUSEHOLD GOODS, CARLISLE, PA 17013 ! I $532.50 I T THE COMMONWEALTH NATIONAL BANK . TRUSTEE UNDER WILL I RESIDUE .- BETTY JANE FAHNESTOCK DAUGHTER YES LEGAL INCOME & PRINCIPAL FOR MAINTENANCE AND SUPPORT DURING HER LIFETIME - (CONTINUED) Deronent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE I .... ~ ..8t1;l..... e~"" Vi: c: '2 aI S 's ~.= "00.0 ~ s.<.J .:.8:0 .B...2 ::s ell .... ... ::s 0 ~ E 2- ~ ~ SUMMARY ... ....... ... ..(Sch. "A") ......(Sch. "B") .....(SCh. "C") Real Property .............. Personal Property Transfers Gross Taxable Estate (1) (As Reported) $ $ $. $.. $.... $. (2) (As Determined) $ $ $ $ $ $. E- ."0 Z aI P-< .... t.:l . ell H r:tI .~ ::r:: ~ Q) - aI >< ~ .... 00: -( t.:l Q.) ~. Q VJ V'l - - 0: -( < E-/: -:Il ~ ~ ~ ~. '2 ~ u 0: ~ 0 0: P::: ~ ~ ~ ~ t.;j < t.;j E-/ o. 0 -( :I: :I: t.:l 00 i=Q: ~. ~, ... t.:l ... t-c ~: 00: '" Q c ~ ::c: '" ...-: z z H ... Z. ci 0 t-c ~: z: p::. Qj Z t-c V'l w w ~ ~ ~ t.:l ~: P-<: ~ ..... r- ~ 0 0 .. E-/ ~ c w 00 u ..c: 0 ~ w .:::: c ~. ;:?; ~ ~ :c t.:l <l.I f.I.1 C<l !: ..... :.- ~ .b 0 0 ... z c '" < ..... 0 'c - w 0 .c. ... ,.,.. H :: ~ - C <l.I -::=--5 .... 0 (3 ~ ~...-: ~ u u RCC-37 (12-63) nl'!!\W]\\rEALl'li OF PENN~YYL:\NIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BEI'\EFICIARIES \ h BENEFICIARIES AND ADDRESSES RELA TIONSHIP SURVIVED (If step-children or DATE INTEREST OF State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY aye an interpst, vested, contingent or other- are involved, set STATE YES IN EST ATE WIse, in estate) forth this fact.) OR NO lH RTH ISSUE OF LENORA E. FAHNESTOCK AT DEATH OF BETTY JANE FAHNESTOCK TERMINATE TRUST AND DISTRIBUTE TO ISSUE THEN LIVING PER STIRPE ~____ S. I +- I , - I i I - Deronent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE I .. ~ ..8tn...... e<'Il: Vi ~ c: '2 ~ E 's QJ .= _15.0 v '" tJ ~ S: ~r.>~ !1~t:: tJ ::l 0 ~ E g. ~ et: SUMMARY .. ...(Sch. "A") ...(Sch. "B") . (Sch. "C") Real Property ..................... Personal Property ............... Transfers Gross Taxable Estate .. . ( 1 ) (As Reported) $.. $ $. $ $.. $... (2) (As Determined) $. $. $ $ $. $. k- 'C Z ~ p..,: .... til .<11 rn " H' ".;j ill .... ~ ::I:: >- """ .tJ .( til .~ (I) : CJ'l Q ~ ~ - .( < ~ 0 ~ ~ ~ ~ Co). H' '2 ~ 0: 0 =.. ~ 0 H: 0: ~: ~ =.. ~ -< ~ (I): P::: ~ .( :I: :I: til ~: O. ....:l ~, r- til r- 1-< z: >:Cl. p:: '" Q c 2:: ::r::: ~ < ::I: (I) : ~ ,... Z ci 0 1-< <I:: ~. >:Cl a:; Z 1-< CJ'l ~. ~. ~ ~ ~ til ~. ....... ~ --...0...-.. . p..,' Co) 0 0 ~. ..c ~ H 0 C ~ ~. (I) ..... ,S - =.. til ~. .. ..... 0 ~ il.J w.J 0:: ~ ....... ;., " l:: Z 0 " ~ c '" ...,., ....... 0 '2 - ....:l 0 .c' ~ E ,., il.J :: ..... i5 i5 ,- ~ ,0;: ~ '-' ::::...-: ~ u u '. R C C-3B 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 decedent jointly with 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 Imder 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 acquisi tion, and the name, address and relationship (if any) of co-owners to the decerlen t. Description of Property, Date of Acquisition, Name Address and Relationship of Co-Owners, and Place of Record of Instrument, where Real Estate. unit Value percentage Share Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's property Interest NONE Insert this total opposite "Jointly Owned Property", Schedule "E" in the" As Re IOrted" column on the last page of this return. NONE Nul.--L t1' I I: l! l' \ ~ \l .. j! I I; Will :nd Testament, in manner and form follmving: II 10 I hereby expressly revoke all Wills and Codicils II "fore made by me. II' '. I ., ~ ~ --~:. ..,.. ,...... i I ..,i" - .y ':l' .. .... ~""I :\ II ~l II " .\ II . ,; II I Ii jl .1 -. . 4i i I' " - . . _. - " . I ,'- I 1'3 q .;(<1001, .' . 33",""' , I I I I I / ( LAST WILL AND TEST.I\]'.mIJT OF LENORA E. FAHNESTOCK I, LENORA E. FAHNESTOCK, of 'tolest Pennsboro TOvffiship, Cumbe'r-'~ I ". i I land County, Pennsylvania, declare this instrument to be my Last r . .2. I hereby direct my Executor to pay all my just debts, I I ; funeral , . , II,' ~ra~ticable after my death. II .. 3. Should my husband, Clarence E. Fahnestock, survive me I' for a period of thirty days follmving my death, I devise and be- II queath the remainder of my estate to Clarence E. Fahnestock. II' 4. j I or die on or before the thirtieth day following my death, I devisel and administrative expenses out of my estate, as soon as " \ 't-,.... Should my husband, Clarence E. Fahnestock, predecease me bequeath the remainder of my estate, as follows: . '.. I' '". ". r:,1 'J~ .':'" A. The various items of household furniture and furnishings in accordance with a written list, if any, over my signature, and kept with this my Last Will and Testament. .".. I I : , ",": ~ . -/" :.,' I ,~; I " " j . B. The remainder thereof to The Com..rnonwealth Nat- ional Bank, Carli.sie, Pennsylvania, In Trust, for the following purposes: The income and/or principal of "1.1; said trust may be accumulated or expended for the main- c'~~.t.' ~ I" , '\." tenance and support of my daughter, Betty Jane Fahnest'ock,. as my trus tee in its sole discretion may detcImJ',ne.;' and my truntce, in the expenu:i tun~ or income and/or princ ipal .. for such purposes, may, at its ~iscretion, pay the sam~ 1 to my said daughter or to any person wi.th whom she re- 't ., "I sides, without duty on the part of the trustee to supcr- '" , ~ '. vise or in(".uir~ ini~ th~ applicacicLl of tl-~ funds by any person to whom any pa~~ent is so madeo Upon the death of , , I .'~. I I. " j I .. ~ , ,\ -4. . . II ".' II' I, I! I: Ii I: II ;, ,i 'I II \ . . - ~.~ . .. 'i I :1 II il as Executor of this II iI' Executor I nominate I, II Carlisle, Pennsylvania. " II II II It It -1\ I' ,. 'I Signed, sealed, published and declared Ii Testatrix, Lenora E. Fahnestock, as and for her Last I' Testarrent, in our presence, who, in her presence, at il and in the presence of e.ach other, hnve. hereunto subscribed our , II 'I names fiB nttestinr, witncsses. II , h II II ." I: I' , '. !\ r 1\ , II " II ,.4\ Ii It ;, I' II my daughtcr, Betty Jane Fahnestocl:, said trust shall ,< I I I I , j and appoint my husband, Clarence E. Fahnestock:, my Last Hill and Testament; and as substi tute'l and appoint The Commonwealth National Bank, terminate and the income and principal remaining shall be distributed to my issue then living, per stirpes. fl. I nominate 6. -iI I direct that my personal representative and trustee, asl I ,: well as their successors, shall not be required to give bond or ji II 'I II I' " Ii !' 1\ II I II I! 1'. security in any jurisdiction. this IN WITNESS HHEREOF, I have hereunto set my hand and seal .. "").7 ~ day of March, 1970. .' L d '-l k j;z li? Lt H<.L_(.,~. Cp - "i a,1./VL.J: -::L k' '. Lenora E. Fahnestoc " '. ' " -j I ,._,' '" I I \ J I by the above named ' I Will And 1,<:. l her ;::''<('1W'>.ST- ,'-'I , I , -\ sr J < '!' ~ ')J )~;J;:~4' ~ Ii );~t1P': ': I l' . , I' 'I ~ ~: ! . I ' I' REV-518 (8-78) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY Pl.EASE REFER TO Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT Robert Com-ray Commonwealth National Bank 1 N. Hanovp.~ ST., r.M~li~1~7 PA (Executor or Administrator) In Re: Estate of Lf!nO'Y'M Eo 'F'Mn11~~tf'\ck C'lmberlElIld County - Fi Ie No. 21 70-0~"f.4 Dear You are hereby noti fied that the 0 y,; gin a 1 appraisement in the estate of Lp.nO~M F.. 'F'<;ihnestoC'k has been filed in the office of the Register of Wills of ('lImJ->~r1and County on 25 April _,19--29, Said appraisement reflects the following valuations: Real Estate Personal Property Trans fers Jointly Owned Total Hone 32,295.71 Hone None $32.295.71 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.,373. Dote ?5 Aprj] 1979 Signed Title. Administrative Offi~p.~ ----------------~ Note: This is not a bi II. REV-457 (8-78) DEPAR1"MENT OF'REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG, PENNA. 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATi _ 25 April 1979 COUNTY M Cumberland FILENO. ,~21-78-0544 Whereas, Lenora E. Fahnestock late of H. Pennsb_oro in the County of r.u m b ~ 1" 1 i'l n d Commonweal th of Pennsylvania, having died on the 8th day of Sept emb er 19 -2,.8, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo Fulg:ini ti , 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. DESCRIPTION OF ASSET UNIT Appraisement VALUES lVIade for Inheritance Tax Purposes $ ~ , T"' HnT'l1'> ",~ ~ pp"Y'!":nni'll PrODertv ,'1 ') 'jat; 71 ~ -F",~~ H~~~ J 0 in t- 1 '7 Owned "r ~~ ~ 'T'otal ,~ ') ')0') 71 - Have been duly sworn according to law, I do hereby..certify that the above appraisement is made in conformity with the law on this 26.'\pril day of "\',.", ~---' ,A . .!.' 19...:J:1. (~_. ~ ~ " ~ ( "-.." Appraiser (Number and Street) Harrisburi: . Penna. (Post Office) :>, ..... c 5 ~u~ :t- . ~"! ~ " ( r% po: ,.".. ..... .,,:. ..;l~ pO.: ~: cQ: .~. .;;:..... ?: <.J: v. t-: "'0 a- ..... ?- m co; Z ~ t-; r-I: u.\ Ul (l) .r-\ : :> ~ u r-I: ~ (l) j;.<: 0: j;.<: ~ Ul U: CI (V: r-I: 9->: fJ) 0: .:C.; 4- r--: ,Q: ~ ex: r./l'. ~: 1.fJ: 0- ~ (V: 0l~ cc. ca ~ -1-': 0 u.. ~ Z 0 ..... (V: a) ~ '+-< .:4 '+-< c.n: '0 u \- 0 ~ 0 0: >- E ~ I- j;.<: z (l) (l) OJ: ..... 0 a) u.\ Ul ..... ~ ..... 0: ~ U ~ ~ m ,Q: tI) -B ~ z tI) .....:\ 11): ~ -~ ~ <( t1l .oi ~: (l) X I- CI ..... m ~ Ii: tIl <( C' ~ 0: 'e, ..... Cr. (V: ..... '+-< fu Ul ~ P-<: ..... C 0': & 0 m (l) '. ~ ~ (l) 6 r-I: ..... 0 ~ .: CI .S c (l) ~ ~: tIl 'i '+-< '-;a "'0 0 0 ..... a) (l) ~ Ul (l) 0.. l:J' ........ 0 . ..... ~ m ~ en 8 ~ Ul . ex: ---------- ..s ...;- c c (l) ..0 m 6 (l) 6 (l) ..0- > (l) tIl 0 tIl "-;a (l) '-;a l:J' ~ a I;a 0.. a 0.. ~ ,.c c:.r. ~ u "'0 6 "'0 C ..... C m ~ 0 m "'0 0 ~ "'0 ..0 (l) ..0 (l) m .... ~ c m (l) (l) "s <l) (l) ..... >- ..... 0.. C "m 0 ~ W l'1$ ..... U x 3: & w Inventory of the real and personal estate of LENORA E FAHNESTOCK deceased. REAL ESTATE none TANGIBLE PERSONAL PROPERTY 1. Household goods and furnishings, appraised at $ 3,339 95 INTANGIBLE PERSONAL PROPERTY 2. 1 Share Cumberland Valley Co-Op Association, common, OTC, at 10.00 10100 770100 15,000100 21138 3. 77 Shares Cumberland Valley Co-Op Association, $10.00 preferred, OTC at 10.00 4. Certificate of Deposit No. 6688466 with Cumberland Valley Savings and Loan Association dated 8/5/75 5. Accrued interest on item no. 4 to 9/8/78 6. Savings Certificate No. 143825 with Cumberland Valley Savings and Loan Association 12,404 54 7. Accrued interest on item no. 6 to 9/8/78 125 52 8. Checking Account no. 0983 with Farmers National Bank of Newville 339 52 9. Refund from United Telephone Company 5 151 207 09 10. Cash Total Personalty ~ 32,223 51 ~UMMUIltWtALTt1 UF I"tlltllt:'TLVAIltIA COUNTY OF CUMBERLAND L j 55: Robert K. Reitzel { Trust Manager I~, of the Commonwealth National Bank being duly sworn according to law, deposes and says that the Executor of the Estate of Lenora E. Fahnestock late of _~est~ennsboro ~Township~n_~ -- ~~~-_ , Cumberland County, Pa., deceased and that the within is an inventory made by _~_The Commonwealth Nat:!:onal Bank, the said of the entire estate of said decedent, consisting of all the personal propdrty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. 19 7q I ] 1 North Hanover Street Sub~N d--dJ--. 6(0flW- and subscribed before me, LANA CHRONISTER, Notary Public Car/isJe, CJr.,ber'anr! Co, Pa. My Commission t):.r:ir,;?~ "k\v 14 lQP~ Carlisle, Pennsylvania Address 17013 Date of Death 8 September Month 1978 Year Day INSTRUCTIONS ,. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. ~ ~ -0 >- U J- W 0 8 CIl lit >- ~ J- +l III W <: t!l 0 Q) .1:: ~ ~ I- al '"' () u 0 0 Vl ,:: 0 Q) CIl 11l I w ~ w ..r:: .a c t7\ +> >- I ctl t!l III Cl> CIl I- ~ ~ c: Z J- ...J u.. rz.., ,:: III 'M .. I: ...J <: 0 .i s:: ~ ::t) 0 W u.. -<( w al :s: ,i > 0 ~ f:ill p.. .;.. . <: II z ctll .... z 0 +l c: II 0 :> IS 0 I: Vl Z '"' t!l 0 ~ 0' al () 0 z II w <: 31 s: ... f- ~ -0 c III Ii , ..... -.: II ! 0 Q) ! ..t:l ..lo: Q) E -0 .... CIl 0 III :> 0 ...J () u: a:I Form RC C .10 DEDUCTIONS ALLOWED IN " OFFICE OF THE REGISTER OF WILLS ,.z// - /8 - :_ ~/y STATEMENT OF DEBTS AND DEDUCTIONS OF CUMBERLAND COUNTY AND AGENT OF THE COMMONWEALTH ,) '~1. d" / ) ,ie:, ,;; ,../..f' Ie 7-- ESTATE OF LENORA E. FAHNESTOCK . ~., LATE OF WEST PENNSBORO TOWNSHIP ('#&1... .-:J... J:j /q ') C, OATS OF DEATH SEPT 8,1978 DATE OF FILING APPRAISEMENT 1 , ( DATE NO. OF NAMIL OF PAYEE REMARKS AMOUNT VQUCH(;1lt cer . Sept. 27 Register of Wills. Cumberland Co. Letters Testamentarv. three shor 40 00 Oct. 9 Eby Granite Works Lettering on Tombstone 35 00 11 Roy D. Gottshall Appraisal Personal Property 35 00 16 Cumberland Law Journal Advertise Letters Testamentary 18 00 20 Masland Associates, Inc. Professional Services 105 00 20 Graham Medical Clinic Professional Services 254 00 20 Harris Associated P .A. Professional Services 93 00 20 Jovce Mumper Pavment of Witness "!i'pp c; nn 20 United Telephone Statement 9 18 23 Egger Funeral Home Funeral Expenses 1.913 40 Nov. 6 The Evening Sentinel Advertise Letters Testamentarv 20 1'> 7 Belvedere Medical Corp. Professional Services 125 00 29 Commercial Coin Co. Appraisal Fee 1 44 Dec. 19 Carlisle Hospital Professionals Services ') 10 21 Frv Communications Advertise Public Sale 20 40 Jan. 3 Carlisle Hospital Medical Services 221 qL.. 15 McClure Newspapers, Inc. Advertise Public Sale 37 96 15 Valley Times-Star Advertise Public Sale 5 35 March 3 Register of Wills, Cumberland Co. Filing Inventory 3 00 Reserves: - Tom Bietch, Esq. Attorney's Fee 1 614 00 The Commonwealth National Bank Executor's Fee 1 f\l L.. fin Closing Cost 100 00 6,275 92 COMMONWEAL.TH OF PENNSYLVANIA } COUNTY OF DAUPHIN n: WE, THE G,OMMONWEALTH NATIONAL BANK BY ROBERT P. CONWAY VICE PRESIDRN'T'/TAX MANAGER , :'Fl1!ftEBY CERTIFY, THAT. TO THE BEeT OF MY KNOWLEDGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRU I!: srATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSU 0,. AC.>N.smA"CN sus..mc '" 'HE mAn C, LEN.i'~" ESTOC" -,) ~ DEClEA...D. AS DEDUCTIONIO FOR INi-!!:RITANCE TAX PURPOSES. ~~ ::X/ C SWORN AND SUB9CR-1Y]EO I!IEFORE ME THIS , / 'I M DAY ~ ~ (L.6.1 - . _1f.4/CI'1" c~ 18 2t"I~: I. _ " i.J i,("~,' , '/ ',_, fl, (L/f/ NOU,I'T ,,:.-, MV Commission Exp<:' ~"v.;'" 13, 1980 iklrrisblll'g. PA Oalij)bil\ CountY