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Home My WebLink About07-26-79 7 _~.,_ ~.......- ~~__ ...._.-..~"'~.D ~~=oiiLU--- [;:6~ if-;gz =! <II - 0 0-- -4 ;-~~g!? -- ~- o c ("! ,. .., - ;:"':::: - a ~ a.. g :l ~ ce i) - 0 = a.._f'l ... CO("\, (I - 0 ~ CD o ::....... "0 ~ -< - , g [~ Q ~. ~ <;ft 5~ ~ ~ ~ ;-...., Q r.n o lit a.. at ~ ~ --~. E CD ::;- 0 a..;; :-' !! 3 ~ Ci" C;; ......, < or" (tl <;>> Q.. =" -. ;; cr =- :;; 9.. -< ~ oii"T= 1:: .., (ii' g ~ ~ .., ~ o .,. !D ;: ~ ~ c =- ~. -[ x 9.u3~.g ~ ~; c "a.. - :;r::;CC -.:::;:1 ""I o 0 0- CD e;~~: ~ 5. g 9: ~f~~ _:;.: ~"'O coo ""'I )( :::l' - o' _ n " '" 0r- e _ m 0' '< ~ (')- :r9.~ ~~ ~:g ~~. ~a.~7< '< ltl I'D 0 (I) a.2.~-0- ~ ~~~C- -~ -< 0_7_ :;:l :T C =:. 0... ib = CJ 2 o -l m ; ii' ~ r--J1 ii' ~ ~ 8 lit c::::::J :u ~ ~ ~. p o c::::::J i(52) ;. ~ a. c=:J ~[fUl] c c. ;:; 'l:l (.I) ~ m '2 l> ~ r- " . )> '~" . a ~ ". \,...-.. .... :. '..- n -- _.~ "- JI# ',..... 1 .. I>> ;;::....- rt~. _.~.c =' 11 ::l - tE..' ~o . c: HI a; ~~ .... g. ".. .... 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(l) .... o ::l 0 X - 0 g- ~ I (l) " . - (l) f o::l I 3 ~ I _ '< t =r < t (\) g I 0' 0 t 0' - I ~ 5- I -. (\) I ~ ~ t (\) 0' I ",::l f 0' lil I - f ~ Q I I I f 0.. o 0' .., '" ::>:I m ('l m <: m o I I I t t I I I t I I I I . I I J, H ii I s i ~ It OFFICE OF THE REGISTER OF WILLS 21-78-692 STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN REVo4!lS (8-78) ESTATE OF Helen C. Peterson LATE OF Mount Holly Sprin~s THE SUM OF OF Cumberland COUNTY AND AGENT OF THE COMMONWEALTH DATE OF FILING APPRAISEMENT DATE OF DEATH December 7. 1978 DATE NO. OF VOUCHER NAME OF PAYEE REMARKS AMOUNT of Wills of Wills 40 00 Filin SDD 2 Journal Adv. Letter adv. Letters of Mt. Holl s. Credit card bill of America Book account Plank Tax ColI. Block 1979 Co. Boro Taxe 74 82 25 00 Fed. & St. Income Tax Ret. Removal Plumbin airs COMMONWEAL TH OP PENNSYLVAN1A } TOTAL 16 35 3 000 00 350 00 8,501.36 R. Humer Fee for Closin COUNTY OF We,:f.: Joan P. Capehart & Linda P. Cl ippinger HEREBY CERTIFY, THAT TO THE BEST OF MY K'NOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE E~TATE OF Helen C. Pet.erc:;nn DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. Cumberland SS: DAY OF t: ( L.S.) , (l. S.) My, mission Expires July 14. 1981 ~e. PA Cumberland County .' ,RCC-33 (1,.73) 21-78-692 CQ6CMONJEAL THOF PENNSYLVANIA DEP AR TMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS 7 -oLt.. -71 '* RESIDENT DECEDENT COUNTY OF CUMBERLAND 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'tenue. (Section 703 of the Inheritance and estate Tax Act of 1961.) Late of Cumberland } AFFIDA VlT OF EXECUTOR S County >>>>MOOlS.lK~ IN THE MATTER OF THE EST A TE OF HELEN C. PETERSON (STATE FULL NAME OF DECEDENT) Pennsylvania County of Cumberland Joan P. Capehart and Linda P. Clippinger ~~iX of the estate of the above-named decedent being duly sworn, depose State of } .., ExecutolS and say Decedent died December 7 , 19-1LJ testate leaving a last will, copy of which Is hereto attached,,} ( YEA R) ~!!{tJ{ (MONTH) Name and address of attorney or } other authorized repres.entatlve to whom all correspondence should be moiled. (DAY) James R. Humer. Attorney at Law 1 W. High St.. Carlisle. PA 17013 That as such Executrices deponent is familiar with the affairs of said estate and the property constituting (EXECUTOR'ADMINISTRA TOR) the as sets 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 S..FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT CCNB Bank, N.A. Hp.lp.n r ...... . - . NONP S II Mt. Holly Springs Branch Boxes 315 340 48 Mt. Holly Springs PA 17ofiK; That the contents of said safe deposit box'or boxes are itemized under Schedules B .E 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 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 an4 in detail all personal property wheresover situated owned by the decedent at the time of death; all mon:eys left by the decedent at the time of death, whether in decedent's immediate pos ses sion, standing to deced~nt' 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 priM 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 es timated 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. opa~oa~IP-aAoq~ s~ pa~aldwoo ^1~ado~d uaaq s~q u^~~wwnSu aq~ uI 1# uwnl00 ~~q~ uI~~~ao a~~w oSIV opaqo~~~~ a~~ uHu alnpaqos o~ ~uI~~la~ aAoq~ qd~~~~~~daq~ ~apun pa~lnba~ s~uawa~~~s pu~ ~~~p aq~ ~~q~ 'ssauIsnq ~o dlqs~au~~~d-oo ^U~ uI ~sa~a~uI U~ ~o suon~~od~oo ^Hw~J ~o asolo JO sal~ l~noas 'sal~l~noas pa~sllun pu~ a~Y~ apnloul s~ass~ aq~ as~o uI pU~ 'uauoNup~OM aq~ ~o sll~~ap q~IM ul pa11IJ a~Y paxauuy sa1npaqos pu~ ~IA~PIJJ~ aq~ uI saoyds ~u~lq l1~ a~ns a~~w ~IA~PIJJ~ ~UI~IS a~oJaH :alON S90L. 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(40Ul COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECI!DENT " ''; '~.,~_,~-.'~._ .v.~,.. '''''''"''_''_''~''''~''"._....~.__..,:.. '_"": ".....,.., SCHEDULE "Au 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 liE. ") The real property located In the Commonwealth of Penn.ylvanla shauld be de.crlbed by lot and black numb.r, str..t and .tre.t numb.r, tog.th.r wIth a g.n.ral d..crlptlon of the prop.rty, with a r.f.r.nc. to the r.cord af the conveyance by whIch the d.ced.nt took tltl.; If a farm .tat. numb.r of a. ere.; al.o .tat.ment of mortgage encumbranc.. upon .ach parc.1 at d.ath of d.cedent. Tax.., a.....m.nts, accru.d Int.r..t on martgag.., .tc.,ar. to b. II.t.d on Sch.dul. "F" and must not 1:1. d.duct.d from thIs .ch.dul.. (1) (2) (3) DEPARTMENT VALUATION CAUTION (Do not wr Ite fn thl. spoce) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEA TH ESTIMA TED MARKET VALUE House and lot of ground, Borough of Mount Holly Springs, Cumberland County, Pennsyl- vania, on West side of Pa. Route 94, known as No. 3 Yates Street, and improved with a one-story bungalow and two-car garage. Conveyed to George I. & Helen C. Peterson by deed of Eaton-Dikeman Co. dated 7/15/64 and recorded ln Cumberland County Deed Book 21 "G" 1141. George I. Peterson died 7/30/73 vesting title in Helen C. Peterson by survivorship. Sold at public sale 6/15/79 Sale Price 42,500.00 5090.00~ 42,500.00,,/ 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. 42 , 500. 0 0 4~, 5 0 O. 00 RCC -35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "B" PERSONAL PROPERTY RESIDENT DECEDENT Item No. 1 2 3 4 5 6 7 8 9 10 11 INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time or 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 or 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 ract that they are not or the administered estate. Tangible personal property should be listed rirst (e.g. jewelry, wearing apparel, household goods, and rurnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certiricates, 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 riduciary in said capacity, partnership interests, interest in any undis tributed estate or or income rrom any property held in trust under the will or agreement or another, even though located outside or the State, at the time or death, should be listed in this schedule. ITEM List and describe rully UNIT ESTIMATED VALUE MARKEr VALUE DEPARTMENT VALUATION (Do not write in this space) 12 Household goods, sold at public sale 4/28/79, Sale total 1971 Plymouth Satellite Custom 4-dr. Sdn. Lowery Electronic Organ, 10 yrs. old, Sold separately Cash Carlisle B & L Assn. C/D #1-01-06-00111 dtd 02/27/78 Int. 6.5% 1 yr. Int. 2/27 - 12/7/78 CVS&L, S/A #153218, Balance Accrued interest to 12/7/78 CCNB CIA #769-1968-7, Balance First Nat. City Bank Trav. cks. No. 0 895-883-828 to 830 inclusive 3 @ 20.00 U.S. Series "E" Bonds 1000 # M 91440154 dtd 6/71 1000 # M 91440155 dtd 6/71 U.S. coin proof sets 1 - 1970 (All coins sold at public 5 - 1971 sale, sheets 13, 14 & 15, 1 - 1972 and are included in total 3 - 1973-S shown in Item No.1.) 1972 Annual Mother's Day Ingot #3164 2000 grain Solid Sterling Silver Mount Holly Springs Centennial Coins 1873-1973 Bronze - Trolley car - unnumbered Silver - Toll Gate - No. 028 Gold color - Trolley Car - unnumbered 1. 50 1.50" 1. 50 5,098.25 600.00 600.00 31. 00 20,000.00 575.00 1,004.63 35.75 1,030.35 60.00 1000. 1000. 1,142.80 1,142.80 15.00 Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page or this return. x X !\Ial.\l).o~ 31,340.08 FOUNDED IN 1868 THE OLDEST IN THE COUNTY .....\ llOAl,..: i~'t. . . , . ~"'t S1\,\: ~- -- -.....-.-- The Carlisle Building and Loan Association 17 WEST HIGH STREET. CARliSLE. PENNA. 17013 Phone 243-2915 February 23, 1979 James R. Humer Attorney At Law Farmers Trust Building One West High St. Carlisle, Pa. 17013 Dear Sir: We hold account #06-1111 in the individual name of Helen I.~- Peterson with a balance of $20,000.00 as of June 30, 1978 and earnings of $575.00 up to December 7, 1978 giving a total balance of $20,575.00. I trust this information is satisfactory. If we may be of further service to you please feel free to contact our office. Sincerely, ~r.~ Mary C. Barnhart Teller CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY Mount Holly Springs, Pa. 17065 Feb. 23, 1979 *Mr. James R. Humer, Attorney At Law 1 W. High street Carlisle, Penna. 17013 * ~e: Estate of Hien I. Peterson * Dear Mr. Humer: The balance in the checking account number 769-1968-7 for Helen I. Peterson as ~. of date of death was $1,030.35. This account was a non-interest bearing account. There are no other accounts in the decedent's name. Very truly yours, C ~rX- C. V. Rose Asst. Vice Pres. CVR/lc CUMBERlAND ~LLEY 5N1~ MD L04N ASSOCIf\TION 16 West High Street. Carlisle. Pennsylvania 17013 249-2525 February 23>> 1979 James R. Humer Attorney-At-Law Farmers Trust Building One West High St. Carlisle, PA 17013 RE: Estate of Helen I. Peterson Date of Death--December 7>> 1978 Dear Mr. Humer: Please find listed below the balance and accrued interest on the only savings account held by the deceased as of December 7, 1978: #153218 Balance --------------------$1,004.63 Accrued Interest ----------- 35.75 / /"., Total ---------------$1,040.38 Should you need additional information, please contact this office. Very truly yours, R.ui4,,,,A P ?J,,-.~ Richard L. Kuntz ~ Bookkeeping Dept. ~:717-677-8321 Page --11- RQBElIT ':1. KLUCK PUBLIC SALE SE~VICES LOT ARTICLE ,; $ f PI'!'tCHASEP. . -- '--. It/w Jti'A L - V /5.fb Or:; 33 - L/~~L#~/ ~..50 00 33 __ v~ /XCw~ v "" 3 33. Co /P?uf~7 V Ig~ 00 31 E I I X ~/ I ;-' /, j Ij-7 .{Q to 0 . /f1>o/ J L- (;.}{(( CLUJ- V . I - ()/17/ ; ft"'l, r 7[ 00 IG 7tV-</h I41UzM/- Jfl/ VI II 00 ~ .;:t ~L- II , ,.. . v' 00 -1 k:UU. L/' 7 00 10 . ~. :0 V ? 00 7, :1 /.' f 1./ ' ! -' ~ >~ MW) t,@!JJ/ V ? -IV 'is! . r AdJ<~ //73 (3) vi >> 00 /17 flf J:f /97L (I) V J--- S; 7<1 J ' ~ 1'17/ (5) v 30 Od 7~ /, I" 191D (I) 1/ 1 JO 1~' 1Id2 .. 7r( /f!(Py v 4 00 /lJ! /77/ (y) /' 31- 11000 7c! II /9&(/ (S? 1~~ ~v 3c 00 7</ II /,.1- ,70 ;t.o(!;. ,r -l [, v /1 oD 7/ v- I/ . /?b~ 3 V 3 y[ 7V . /.1 7</' - 1/ /9~7 V 1 & (j,(. 7/'; h- - cJ- V 4 00 7(,/. (, 3 "Ii I7dd. ^- J- / J /' 7'1" ..)0 ~ '1.- 1/ / V 3 7~ 7c/ I ~ tlEET TOTAL a / '"j" J b. ...d . Biglerville, PA 17307 "{~.f, , ......,..."..... -- ~.... ..~'. ....,,"'.. -,.....-.-,~'^.~..-..'" .._.,,":'" ~"> "," pageR R9BElIT ':'1. KLUCK PUBLIC SALE SE~VICES . Biglerville, PA 17307 / ~ - .' .--"'. , .. LOT ' ARTICLE y. $ t rl'!tCHASEP. - L(3 0i-~z: / / :: 00 7~ -~I j?OO /~ / v1 1 Of) lei <If -/~/ L / / 20 7f . L( rJ:J ., 7- / I )0 7e1 jbO II I j/ tt' lc/ ~7 q L( / :L &() 7i . w;4.M ~ /'/ 3 00 7f/ .) I JI 9 / ,- Vb 7V' If ~ tl I' Cj /, [ 10 7<1 /i 1 I 7</ u /I . 1]./' 1...0 I / to II JI ~Ga :/....3 /3 7'1 / 4c'r! /tfZ~ ~ I 3 .1''0 7</ tJ h ..5 k i/ ;/ .- 1<1 ../ J 00 I / v1 J- /"" 7(,/ << /I JO ~a()rf/h~ / / .. lJi ,; /0 t?~ ~~~ ' /.)0 I 30 7~ AD tJ 00 / ~60 I ~c) ?V. II tI ~b 00 /.1 ~ V 3t OD 1)/ II J-{J rJ lJ.c. J 30 00 7</ . " tI . 1- () (!: . I) J() @/71 Ai JJ DO /;1 J11I/tf_ 30 @ (,0 .J If 00 7;/ 3 ~ ~u/L.t ~ A.L. I j:Z 00 A:2v -A~~ 73 7' (!'23o t:> I / 9 J-- 7'/ - 00 I (/ & / r-/t 2 (2-" I j;L ()o 7K .// /, /' . 1^- (;) -- j 1/ tf 00 7r/ , , 1/ 7j./" (V) j I~ 00 7f/ . .1' - _ ~_, f"I '~~~~<': "~ ~ ,.' . .. " . . , .,;: ''''.''M;<."....~~..'''-~;,~,~~.:,\f;,~~1I1_..-If;.:,.-.:~:...~,?;,7~~_~~,~~~~_-i';.;'~,,, .+,.. /'"~ ,\ I ~: 717-677-8321 . Biglervi11e~ PA 17307 ?age /5 RQBEP.T ~l. KLUCK PUBLIC SALE SE~VICES )T ARTICLE V' $ f PI'!lCHASEP. -- -- ~. -- 7 y ~r7i '7, V"'" /7 O{) 7f!' {/""" j I /j.{ 7, 7& III ~ 00 /(?kv: p,-, JcJ//~ , V ),7 00 30. II / . !/"" ..... .. , I - , /;>--/ /, J--( l- V 7 /':) V / 2() /22- '/7 c.-U; .5 . ,.- .} // /'. Jr- &Jv ///~. --<. /J(.u~ iV L5;fn(' / / /" 31 V JD - ./ /:' ,Y ~ lfb ~/)!'7/C / - I . fro . &/'1 /' :27, J-i 4i~ v .- 7 /ct ..t?, Jo . (/1Y~ i- Ll f)/. v 00 ;cuLJ v ~ 107 /%O-r;~4 . vi .l~ /7-' /~J ~ Xcer c) v L,/ oD 9~ CJ1 /F .1---1 / (, / ~</ ..,../ ., ,..,-".1"1./ V JO .....L.J ..'/ ,.I' '5..~. ~./:h// '/ /' / 1{" 7tJ.' , 2S T '. V: /ul / /. C (/ V- I GO /0 . ~<~1 /i /' ." ., ./, /;/.. " ../, -/\.-0 /""' 'l)l /. ~ ~/ U/y V J. DO ;// 47 :.c(7"7; . --' / " / ,. It, V L/ DO ~ ' . ' I . /'" J-./ " t/' .2,~ . /f ~ v :If' /0 ',/';/, // \..L \. . L..-1 I _' 1'.' ...-- , /' 10V /;' ,,~. V ,.so . ,/'/'1 I C>' 1 I ~ /7 ,/,' -,./ , .~ J, _,I , (;1 / )j /" ' I /OJ f{ 1',:';"1 V . . /// / /1 ./' - ~, , i I- i RCC-36 COMMOXWEALTH OF PENNSYLVANIA TRANSFER INHEn.ITA~CE TAX SCHEDULE "c" TRANSFETlS BES !DENT DECEDENT (1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable arrd 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 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 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? HI A (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 N I A (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's prolnise 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 reserved power to alter, amend, or revoke, or which conld revert to decedent 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 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 (Es tima ted) DEPT. VALUATION (Dept. Only) None None Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. None ~c~e: RCC-37 (12~63) CO!\ll\lO:'IIWEALTH OF PEXi\SYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES I RELATIONSHIP I BENEFICIARIES AND ADDRESSES (If step-children or SURVIVED DATE INTEREST OF State full names and addresses of all who DECEDENT ave an interest, vested, contingent or other illegitimate children STATE YES OF BENEFICIARY are involved, set IN ESTATE wise, in estate) forth this fact.) OR NO BIRTH Joan P. Canehart Daughter Yes N/A 1/2 Estate 927 Gobin St. Carlisle. PA 17013 Linda P. Clippinger Daughter Yes N/A 1/2 Estate 220 Chestnut St. Mt. Holly Springs, PA 17065 \ h Deponent fUrther says that all the above-named benericiaries are living at this time except below: , NAME DATE OF DEATH RESIDENCE r' - T Peterson July 30. 1973 3 Yates St. , Mt. Holly Springs,PA (HlI~h;:lnrl ) ~ R C C-38 RESIDENT DECEDENT SCHEDULE" E" JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This schedule must disclose all property, real and personal, 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", pltis 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. 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 u.s. Series E Bond Cheryl Clippinger (Granddaughter) or Helen Peterson 25.00 # Q 2029517325 E dtd 12/63 38.73/1/2 ,/ 19.37 i Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. IQ,31 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO . 21- 78- 692 ESTATE OF HELEN C. PETERSON, DECEASED LATE OF THE BOROUGH OF MOUNT HOLLY SPRINGS FIRST AND FINAL ACCOUNT OF JOAN P. CAPEHART AND LINDA P. CLIPPINGER, EXECUTRICES Date of Death: December 7, 1978 Letters Granted: December 22, 1978 First Complete Advertisement of Grant of Letters: January 26, 1979 Account stated to July 20, 1979 SUMMARY & INDEX Pr inc ipa 1 Receipts Less Disbursements Balance before Distributions Distributions to Beneficiaries Principal Balance Remaining $73,840.08 -11,916.92 61,923.16 -22,207.50 39,715.66 Income Receipts Combined Balance Remaining 349.81 $40,065.47 LlBlR (~4 > r ') "9 ..., II'."L '"'~ COMPOSITION OF NET BALANCES Principal Cash CCNB Bank, checking Total Principal Income Cash Total Income Total Principal and Income Principal Receipts Real Property Residence, No.3 Yates Street Total Real Property Personal Property Household goods 1971 Plymouth Satellite Custom 4-dr. Lowery Electronic Organ Cash Carlisle Bldg. & Loan, C/D Accrued interest to 12/7/78 CVS&L, S/A Accrued interest to 12/7/78 CCNB Bank, CIA First Natl. City Trav. checks US Series E Bonds 1000.00 dtd 6/71 2 @ 1142.80 1972 Mother's Day Sterling Ingot Mount Holly Springs centennial coins 3 @ 1. 50 Total Personal Property Total Principal Receipts 1I3lR 0<4 VOL.! 39,715.66 39,715.66 349.81 349.81 40,065.47 $42,500.00 5,098.25 600.00 600.00 31.00 20,000.00 575.00 1,004.63 35.75 1,030.35 60.00 2,285.60 15.00 4.50 r,1vL 3~O $42,500.00 31,340.08 $73,840.08 Principal Disbursements Register of Wills, Probate and Sh. Ctfs. Register of Wills, Filing RCC & SDD The Sentinel, Adv. Letters Cumberland Law Journal, Adv. Letters Joseph W. Gibson Funeral Home, balance Westminster Cemetery, Date of Death Belvedere Medical Center, Last Illness Carlisle Hospital, Last Illness George L. Ebener, Appraisal of Real Estate Adv. Sale of household goods Auctioneer, Sale of household goods Sale Clerks, Sale of household goods Sale Help, Sale of household goods Meals for sale help Adv. sale of real estate Auctioneer, sale of real estate Realty Transfer Tax, sale of real estate Aero Oil, fuel oil Met-Ed, electric service Borough of Mt. Holly Springs, water and sewer United Tel. Co., service Gulf Oil Co., Credit card bill Hosiery Corp. of America, Book account Annette Plank, Tax ColI. 1979 Co. & Boro. taxes H & R Block, Fed. & State Inc. Tax Rets. Trash removal Lawn Care Frank Slyder, plumbing Register of Wills, Pa. Preliminary Payment Less discount repairs Inhr. Tax 3400.00 170.00 3230.00 520.32 Final Payment James R. Humer, Attorney Fee Reserved for closing costs Total Principal Disbursements Principal Distributions to Beneficiaries Linda P. Clippinger Joan P. Capehart Mother's Day Ingot Centennial Coins Total Principal Distributions Income Receipts 1979 Real Estate Tax Adjustment, net Carlisle Bldg. & Loan, C/D Int. 12/7/78 to 2/27/79 CVS&L Total Income Receipts LI8lR 94 11,094.00 11,094.00 15.00 4.50 32.86 310.75 6.20 ~ 'c '/\ue. 001 40.00 6.00 16.65 18.00 1,804.60 10.00 15.00 114.00 65.00 321.43 254.90 256.00 55.00 36.19 132.00 425.00 425.00 477.51 171. 08 48.60 81. 59 146.48 5.40 74.82 25.00 20.00 30.00 16.35 3,750.32 3,000.00 75.00 11,916.92 22,207.50 349.81 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND ) ) SS Joan P. Capehart and Linda P. Clippinger, being duly sworn according to law, depose and say that the facts set forth in the foregoing First and Final Account are true and correct to the best of their knowledge, information and belief. ~1U P ~4i . an P. Capeh rt ~~~~~cJ~) . P. Clippin e Sworn to and subscribed before me this ~ day of Jllly, 1979. 'f.. ;' '{ "Vi'c, / ~ / /J /,~",:~:'~:~ -?{ A. :)//, C:d(P.h~~ i~<~::\ ,j;\ " ~;:. '.~.;q. .~;,..JJ F;~,~~l.~RY PUBUC '.:,: ~, ';.""'46Jri",,~iIn Expires JurV 14 1981 \ -;~ " ,f 1'" . . ~e; t~1.'-- Cumberland County '" (\ . '. r ",' ~ . '....., '"J).". -f",~ ''v''.' \~ ,,,! .:... .': 'O.f "'C. . '. N ".. \l ,.). ..".,.. " .. -/1 ":','. ,~," ',. ',~:,'....~~.. ,", LWU~ 84 FMU[ J~2 r-- ~~ "" ("lo~,-c.... ~~~:<> ... :<: ~ ~ ~ 0 t<j ~ ~:ll {fl ~ ~ ';j z ~ :!= ~ ~ ~ z " ... :> ~ z :r III ... c:: ;> ~ ~ t"' :<: :;; ~ tl ~ t<j ~ ~ ~ :1l tC .:.~ c ,--, ~ ~ ~I~i~i'~"!i~:, ( i:ll ~ 8' ?;. I" S g ~ i-'\~ \ c.....,,::l(l>O ~,'- I!lo<op. J::""" ~ ~ ~ s 0 ~" ::l ~ ~ f .. c..'<~-:::r'"g;" i ::r'1" 0 ::r'&0"1" ~ ' J ~. s-. .' '" '" ro g, ... t'1 ::r r.." _ '0 ~, o~~o"~""to~, ~ f-t=:!uig.. ~~ r ./\j t:I_.(1),:!~:,,~:...;o.~~ ~ a ~ aQ ~ a m ~ ..~ - r+ ~ c.... CD p.. ::+ 1.:_ --J O('l)::s;.g.....~s:o(t)~'-~ t i~i. iHH.; CD ~ ~ ::1. (J.ct (I) "'" m:-<;:g f; \a.-s. / it ~ S t:I ::;. !:w.-.. S(1)i~o~; SX) ~ s.:...... ..... $::I """" ~8ng8gs: ~ S [ g" a. :l &ii ~s-s"':nto ga~s-ttc:s~ . ... '"Cl<=-.'rJ . ~~ nzen t-< .., ~:='> '"Cl Z .....no z> C'l'"Cl'n trltrl...... ~p=:z ~ >> :;Ot-< f;.l"'> trl>n nzn C:::OO .., c::: ~t-<Z HH'" nzo ~~'rJ ~.:.E!' /9..7'1' Account C....'m... abso.ut..y and distribution .ecf'e.. in aC"'cordar1ce with prOllJo.sed SChe~; ule of distribution herewith. lily t Co~ })aL 7-. sJl PJfj ~J~ z l::l'Onn o .....trlc:::O <Z~c::: .....Zb:1;:<:l enenm.., o~~O Z;;~'TI Zl::ln ..... 0 >8~ 0c:::0 ~ZZ '0'" ~><~ ~ ~ en enb:1l::lm '"ClOmen ~~n.., HOm> Zc:::>.., G:lClenm en P=:gJ 0 O~ 'TI 'TI 3:f;:@ O..,t-< c:::mm Z Z ..,0 'TIn P=: . 0.., t-<::r;'O t-<mm >< .., m ~ en o Z N ..... I ..... 00 I '" <0 N n o c::: ~ .., o 'TI COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-78-692 ESTATE OF HELEN C. PETERSON, DECEASED LATE OF THE BOROUGH OF MOUNT HOLLY SPRINGS STATEMENT OF PROPOSED DISTRIBUTION Accountants propose to distribute the combined balance remalnlng of $40,065.47 in accordance with the provisions of Item III B of decedent's will which provides: "B. I devise and bequeath the residue of my estate of every nature and wherever situate in equal shares to my daughters, Joan P. Capehart and Linda P. Clippinger." To Joan P. Capehart, one-half To Linda P. Clippinger, one-half Total Distribution $20,032.74 20,032.73 $40,065.47 li3lR 84 fMUL 303 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND ) ) SS Joan P. Capehart and Linda P. Clippinger, being duly sworn according to law, depose and say that the facts set forth in the foregoing Statement of Proposed Distribution are true and correct to the best of their knowledge, information and belief. '~0 iJ(!~aJ J~ . 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