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Home My WebLink About01-25-07 (2) LAW FIRM OF LINDA A. CLOTFELTER 5021 EAST TRINDLE ROAD, SUITE 100 MECHANICSBURG, PENNSYLVANIA 17050 telephone (717) 796-1930 facsimile (717) 796-1933 January 24, 2007 Glenda Farner Strausbaugh Register of Wills, Cumberland County One Courthouse Square Carlisle, PAl 70 13 RE: Estate of Ralph B. Butt Jr. Estate from 2006-0452 Dear Ms. Farner: Please find enclosed for processing the Pennsylvania Inheritance Tax Return in the above referenced matter as well as a check for the $15.00 for the filing fee of same. We ask that you process this form and return the extra time-stamped copies to our office in the enclosed envelope. Also enclosed if the Family Settlement Agreement and Final Release in the estate of Ralph B. Butt, Jr. Also enclosed is a check made payable to the Orphan's Court for the filing fee for the Family Settlement Agreement. Please docket the Family Settlement Agreement and the enclosed status report and return the extra, time-stamped copies to our office with the extra tax returns. If you require additional information or any documentation from our office, we stand ready to provide it to you and your staff upon your request. Very truly yours, 'c/CILM- a (l!iJtf!Jffi h Linda A. Clotfelter f'-..) L.ri ::-"1' N 0') REV.1500 EX (6-00) REV-1500 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 06 0452 COUNTY CODE YEAR NUMBER .... Z W C W () W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) BUTT, RALPH B., JR. SOCIAL SECURITY NUMBER 189-09-6965 ~OF BIRlli'(MM-DD-YEAR) , 04/12/1920 DATE OF DEATH (MM-DD-YEAR) 04/25/2006 . THIS RETURN MUST BE FILED IN DUPLICATE WITH THE I REGISTER OF WILLS I SOCIAL SECURITY NUMBER 175-34-8256 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) CATHERINE B. BUTT (since deceased 5/27/2006) W I- ll::$(/) ull::ll: wll..U :cOO ull::-' ll..llI D- c( ~ 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (AllachcopyotWilI) o 9. Litigation Proceeds Received o 3. Remainder Return (date of death priorlo 12.13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Allach Sch 0) o 2. Supplemental Return o 4a. Future Interest Compromise (dale of d1ealh after 12-12-82) o 7. Decedent Maintained a Living Trust (AHach copyotTrusl) o 10. Spousal Poverty Credit (date of death between 12.31-91 and 1-1-95) NAME LINDA A. CLOTFELTER, ESQUIRE FIRM NAME (If Applicable) LAW FIRM OF LINDA A. CLOTFELTER - TELEPHONE NUMBEif- (717) 796-1930 COMPLETE MAILING ADDRESS 5021 E. TRINDLE ROAD, SUITE 100 MECHANICSBURG, PA 17050 z o ~ ..J ::;) I- 0: ct () W 0:: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 0.00 222,636.30 0.00 0.00 1,600.00 (1) (2) (3) (4) (5) 1".) 0", (6) 152,654.09 (7) 270.14 (9) (8) 11,164.81 0.00 377,160.53 (10) (11) (12) (13) 11,164.80 365,995.73 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 365,995.73 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o lee ~ ::;) a.. ::E o () X ~ 15. Amount of Line 14 taxable at the spousal tax .:3El?,995.73 x .0 Q 0.00 rate, or transfers under Sec. 9116 (a)(1.2) (15) 16. Amount of Line 14 taxable at lineal rate x .045 (16) 0.00 17. Amount of Line 14 taxable at sibling rate x .12 (17) 0.00 18. Amount of Line 14 taxable at collateral rate x .15 (18) 0.00 19. Tax Due (19) 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ Decedent's Complete Address: STREET ADDRESS I--~-~ - 101 APRIL DRIVE CITY CAMP HILL I STATE PA I ZIP-17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 Total Credits ( A + B + C ) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (5B) 0.00 0.00 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~ c. retain a reversionary interest; or.......................................................................................................................... 0 [i] d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [i] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. IJ/I</A DATE ....1/--!!:3/0'l 301 Cameo Drive, Fayetteville, PA 17222 DATE iIJ-.3I')'7 For dates of death on or after July 1, 1994 and before January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)J. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (Ii)). The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX+ (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RALPH B. BUTT, JR. FILE NUMBER 21-06-0452 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 8430 Shares of Common Stock of Tyco International, L TO Date of death value: $26.41 per share value on April 25, 2006 VALUE AT DATE OF DEATH 222,636.30 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 222,636.30 -~~ Yahoo! Mv Yahoo! Mail Make Yahoo! your home page Search I th.. l"'..o ~'H':'-"'" F.....INA.N... C' . E.. Sign In Finance Home - Help. ...~ ~'ii' . , . New User? ~ Wednesday, May 10, 2006, 5:20PM ET - U.S. Markets Closed. Dow +0.02% Nasdaq -0.75% Home Investing News &. Commentary Retirement &. Planning Banking &. Credit Loans Taxes My Port tvlarket Overview t"larket Stats Stocks 1>1utual Funds ETFs Bonds Options Industries Currency Education Get Quotes [ Symbol Lookup I Finance Search Tyco International Ltd. (TVC) At 4:01PM ET: 27.83 "'" GlitUl>lo 50 FRItETRAOES '.' .... +$100 CASH m AMEfUTftAOI r_~_~ ___~-, 1# 100 (% FREE TRADES -;:+tr;N~r ';",,;IJr:tp::" lL: ScDttrade' S 7 Stock Trades Historical Prices Get Historical Prices for: I SET DATE RANGE ADVERTISEMENT Start Date: l"pr1l122 h9~.~ Eg. Jan 1, 2003 End Date: IMay.119....' I?006 ~. Daily C Weekly C Monthly r Dividends Only First I Prey I Next I Last PRICES Date Open High Low Close Volume Adj Close* 9-May-06 27.94 28.17 27.76 27.90 5,664,700 27.90 8-May-06 28.32 28.47 28.04 28.24 6,826,000 28.24 5-May-06 28.18 28.70 27.76 28.50 9,246,900 28.50 4-May-06 27.17 28.29 27.17 27.92 18,288,000 27.92 3-May-06 26.93 27.24 26.90 26.94 8,949,900 26.94 2-May-06 26.62 27.06 26.58 26.93 5,558,900 26.93 1-May-06 26.52 26.80 26.48 26.62 6,214,700 26.62 28-Apr-06 26.30 26.60 26.06 26.35 6,164,200 26.35 27-Apr-06 26.35 26.58 26.22 26.34 4,616,000 26.34 26-Apr-06 26.20 26.62 26.20 e 6,892,000 26.45 7 25-Apr-06 26.54 26.60 26.31 3,928,200 26.41 24-Apr-06 26.56 26.84 26.39 3,809,600 26.55 21-Apr-06 26.24 27.03 26.15 26.65 8,348,700 26.65 20-Apr-06 26.19 26.33 26.00 26.05 5,138.300 26.05 19-Apr -06 26.55 26.63 26.14 26.24 6,692,900 26.24 , " n n"'"'l7r1 n ~ ",., 0.1.. "" ".~_1 000.1'.,1_1111 Jl..,,-1I1Jl7f-")II(\f,;A'rCT-rl "11 nnnnh REV-1508 EX+ (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF RALPH B. BUTT. JR. FILE NUMBER 21-06-0452 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. 1993 Buick LeSabre 4 door sedan VIN 1G4HP5319PH544652 1,600.00 Date of death value per Kelley Blue Book (See printout from Kelley Blue Book attached) TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,600.00 'f"t,~r.~1i):f~~~1.ffl.\1'~tf.~";(~~?!.~~~~.f:nuRr~'-;q!f1?_~J:.o:1."""'~="N~ml},""'2T'""___~"'_._\r...." \ "'-~'o:I.__".--"'___""""",,__ '_-"""","''''.,,''''''' 'v DEPARTMENT OF TRANSPORTATION CERTIFICATE OF TITLE FOR A VEHICLE 971700D13001295-001 lG4HPS3L9PH544652 93 BUICK VEHiCLE !DENTIFICATlON NUM6ER YEAR MAKE Of VEHICLE ..b..31333b02 BU TITLE NUMBER SON D I I BODY TYPE DUP SEAT CAP PRIOA TITLE STATE 8/11/93 7/11/97 I I DATE PA TITLED DATE OF ISSUE UNLA.DEN WEIGHT Ooo~~~~!;;71 03921f31 ODOM MILES n ODOM_ STATUS GVWR GCWR TITLE BRANDS ODOMETER STATUS o '" ACTUAl MILEAGE 1 .. MILEAGE eXCEEDS THE MECHANICAL LIMlTS 2.. NOT THE ACTUAL MilEAGE 3. NOT THE ACTUAL M1LEAGE-ODOMETEH TAMPERING VERIFIED 4.. EXEMPT FROM ODOMET~R OISCLOSURf REGISTERED OWNERIS) fiRST LIEN FAVOR OF SECOND UEN FAVOR OF TITLE BRANDS A ,.., ANTIQUE VEHICLE C '= CLASSIC VEHICLE o .. COLLECTIBLE VEHtCL.E F := OuT OF COUNTRY G . ORIGINAL.L. Y '-4FGD. FOR NON..U.S DISTRIBUTION H .... AGRICUl. rURAL VEHICLE L. ., LOGGING VEHICl,.E P ,. FOAMERL Y A POUCE va.uell: R z RECONSTRUCTED S '=' STREET ROD T ,. RECOVERED THEFT VEHICLE V '" VEHICLE CONTAINS REISSUED ',fIN W ,. F1.ooD VEHICL.E x '" FORMERlY A TAXI RALPH 8 BUTT '-'R 101 APRIL DR CAMP HILL PA 17011 FIRST UEN RELEASED .-____________.__ DATE ~ If a second leinholder is liste.d upon satisfaction of the first lien, the first lienholder must fOfWard this TIlle to the Bureau ot Motor Vehicles with the appropriate form and lee. BY AUTHORIZED REPRESE':'TATIVE SECOND LIEN RElEASED DATE MAILING ADDRESS BY AUTHORIZED REPRESENTATIVE RALPH B BUTT JR 101 APRIL DR CAMP HILL PA 17011 I cenity as of the date 01 j5~ue, (he official records of the Pennsylvania Department of Transponatlon reflect that the person(s) or company named herein is the lawful owner oi the said vehicle. BRADLEY L Kelley Blue Book THI; TRusno ll;SOUacl;, '" ..., m..' 'II:""D. advertisement Quick Dealer Price Quote ___ r USED CARS '\ . tJ.Q.Q1g > J.ts.edCllIs. > Secti:ln > .6yjt;;K. > !"eS.a.b.re. > 19..9~. > CWitQ!T.1..$go.anAD > Equipment 1993 Buick LeSabre Custom Sedan 40 Trade-In Value Private Party Value Suggested Retail Value Photo Gallery Blue Book Revievv ~, Shopping Tools Free CARFAX Record Check Auto Loan from 6.65% APR Compare Insurance Rates Payment Calculator Extended Warranty Quote Print For Sale Sign BUY A USED CAR on Blue Book Classifieds1'M l~~i~~ ... I ~~sa~r~[i 13oMi'esor I~SS. ZIP Code 117011 To View Ads, Click SELL YOUR USED CAR on Blue Book Classifieds™ Reach millions of shoppers on kbb.com, Cars.com, and other popular sites. Find out more, Click fiNO THE R1GHT CAR Compare Used vs. New Search Used Car Listings Lis COMPARE NEW CARS REVtEWS &. RATINGS -~ . ~ at .:( u.:,:~~'~ ':t :N::'t .~. Condition i. ""c."; "",0 Value $1,875 Excellent Good $1,600 (Selected) Fair $1,275 NEXT STEPS: Search Local Listings Sell Your Sedan Vehicle Highlights Mileage: 90,000 Engine: V6 3.8 Liter Transmission: Automatic Drivetrain: FWD Selected Equipment Change Equipment 111 - _ .__ IL1_1_1"'_1...........:.-_/~__,.1:+;"" (H"'nv 10/12/2006 REV-1509 EX+ (6-98. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF RALPH B. BUTT, JR. FILE NUMBER 21-06-0452 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME A. Catherine B. Butt ADDRESS RELATIONSHIP TO DECEDENT 101 April Drive, Camp Hill, PA 17011 Spouse (deceased 5/27/2006) B. C. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 11/22/1962 Primary Residence 101 April Drive, Camp Hill, 17011 149,000.00 50 74,500.00 2. A. 08/28/1964 Checking Account with M& T Bank No. 18889468 101,155.75 50 50,577.88 date of death value $101,155.75 accrued interest $0.87 3. A. 01/21/2005 Certificate of Deposit at Wachovia Bank NA No. 247402052167287 50,000.00 50 25,000.00 date of death value $50,000.00 accrued interest $122.67 4. A. Miscellaneous household goods and furnishings obtained since 1960s 5,152.42 50 2,576.21 date of death value $5,152.42 per public sale net proceeds 7/22/2006 TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 152,654.09 m1 M&fBank 499 Mitchell Road, MiIlsboro, DE 19966 Mail Code DE-MB-12 Phone (888)502-4349 Fax (302) 934-2955 October 13, 2006 Law Firm of Linda A Clotfelter 5021 East Trindle Road, Suite 100 Mechanicsburg, Pennsylvania 17050 Re: Estate of' RalDh B Butt Jr Social SeCurity: 189-09-6965 Date of Death: ADri/25. 2006 Dear Sir or Madam: Per your inquiry dated October 7, 2006, please be advised that at the time of death, the above-named decedent bad on deposit with this bank the following: 1. Type of Account Checking Account Account Number 18889468 Ownership (Names of) Catherine Butt * Ralph B Butt Jr * Opening Date 08/28/64 Closed 09/15/06 Balance on Date of Death $101,155.75 Accrued Interest $ 0.87 Total $101,1 56.62 Please be advised, there was no safe deposit box fmmd for the above decedent. * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the West Shore Plaza Office # 717-255-2271. Sincerely, ~~?U'9'~y'" ../"'l / ?/ Nancy Clagett Records Management :=--s..::: ~ __-:;:s"..::-_ 'WAaI0VrA RofOl1Dlll 10: 17956211 WachO\lia Bank N.A. Balance Confirmation Services POBox 40028 Roanob, VA 24022-7313 October 22, 2006 LINDA A CLOTFELTER LAW FIRM 5021 EAST TRlNDLE ROAD SUITE 100 MECHANICSBURG, PA 17050 SUBJECT: Verification I Confirmation of Account and Balance Information provided for: Customer. RALPH B BUTI' JR. (SSN# 189-09-(965) Date of Death: April 25. 2006 DeIIoIit Aaount lDformatioD Al:couat Type Al:\:OId Number Da1c ofDcldh BalIDCC A~ BalIDCCt Illde Maturity IDfa'est A1:auod YTD Illde Opened Om Rate Int.creat Int.creat Paid CIOIICd CERTIFICATE OF DEPOSIT 247402052167287 LEGAL'ITl'LE: RALPH B BUrr CATHERINE B BUI1' CLOSING BALANCE: $S0108.50 SSO,OOO.OO 1I21rlOO5 $122.67 $371.87 6t'Z312006 CERTIl'ICATE OF DEJ'OSIT 2474020S2190366 LEGAL Tm.E: RALPH B BUrr CATImRlNE B BUIT CLOSING BALANCE: $30016.03 $0.00 21181200S 412412006 t Due to syItIm limibtiOlll, _ CIII\ cmIy provide a twclve month a~ balm:c on dcpositIlry 1lXlOlIIIII. :::-~~ -7>'.:~:- 'WAco:ovrA Wermce ID: 179S628 No Safe: Dcpo.it Box found fur c:uatamer. · Date of death balance does DOt include ac:crued interest. · If date of death occurrs OIl a weekend or a holiday, date of death balance does not include any transactions that ~re made during tba11ime period. ~ 1 Sh-dt Jennifer Straub Servicenter Associate Phone: (540)563-7323 ails; js REV-1510 EX+ (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF RALPH B. BUTT, JR. FILE NUMBER 21-06-0452 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER 1. DESCRIPTION OF PROPERTY INCLUOE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH % OF DECD'S EXCLUSION VALUE OF ASSET INTEREST (IF APPLICABLE) TAXABLE VALUE Aetna Life Insurance Company Joint Life Annuity Contract No. GA-443 270.14 100 270.14 Upon decedent's death payments to Catherine B. Butt (spouse) Payments 25% of $1 ,080.55 per month, but Catherine Butt died 5/27/06 Only one payment received for $270.14 2. ING Life Insurance Policy No. 62941-3-GAT Held by Tyco Inti, Inc. 5,000.00 100 5,000.00 0.00 Death benefit on life of Ralph B. Butt, Jr. payable to spouse, Catherine B. Butt (spouse) TOTAL (Also enter on line 7 Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 270.14 XAetna: Aetna Life Insurance Company 151 Farmington Avenue Hartford, CT 06156 July 18, 2006 Rose Anderson Large Case Pensions, RS2A Toll Free: 800-952-2700 FAX: 860-273-6427 ESTATE OF RALPH B. BUTT JR 5021 E TRINDLE RD STE 100 C/O A TIORNEY LINDA A. CLOTFELTER MECHICSBURG, PA 01750 RE: Contract Number: System Number: Decedent Name: Date of Death: Outstanding Overpayment: GA-443 206131 Ralph B. Butt Jr. April 25, 2006 $743.05 Dear Attorney Clotfetter, We are sorry to learn of the deaths of Mr. And Mrs. Butt and wish to extend our sincere sympathy to their family. Thank you for the information you provided regarding the status of their estates. Mr. Butt was receiving a monthly Joint Life Annuity in the amount of $1,080.55. This means the last payment due him was the payment dated April 1, 2006. Due to the delay in our knowledge of his death, Aetna electronically transferred a pension payment for May 1,2006 in the net amount of $1 ,013.19 to his account. Upon his death Catherine Butt would receive monthly payments of $270.14 (25% of $1 ,080.55) for her remaining lifetime, ending with the payment due immediately before her death. Since Catherine Butt died on May 27,2006 she was entitled to only one pension payment. We deducted her payment of $270.14 from the overpayment ($1,013.19) on Mr. Butt's pension record. This resulted in an adjusted outstanding overpayment in the amount of $743.05. This overpayment needs to be returned to Aetna to be redeposited into the pension plan's account that is used to pay other retirees and beneficiaries of the Plan. Please make the reimbursement payable to Aetna Life Insurance Company, reference Aetna system number 206131, and send it to: Susan Southworth Large Case Pensions, RS32 Aetna Life Insurance Company 151 Farmington Avenue Hartford, CT 06156-0665 Thank you for giving this matter your prompt attention. If I can answer any questions about this overpayment or help in any way, please call me at 1-800-952-2700. ~~ Rose Anderson Customer Service Consultant REV-1511 EX+ (12-99)W COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF RALPH B. BUTT, JR. FILE NUMBER 21-06-0452 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Monahan Funeral Hone, Inc., Gettysburg, Pennsylvania - Funeral Expenses 8,605.10 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees 2,120.25 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State ,Zip Relationship of Claimant to Decedent 4. Probate Fees 114.00 5. Accountant's Fees 6. Tax Return Pre parer's Fees 8. Cumberland Law Joumal - Estate Advertisement The Patriot News - Estate Advertisement Register of Wills, Cumberland County - Filing Fee for PA Inheritance Tax Return Orphan's Court, Cumberland County - Filing Fee for Family Settlement Agreement Register of Wills, Cumberland County - Additional Short Certificate fees 75.00 207.45 15.00 20.00 8.00 7. 9. 10. 11. 12. TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 11,164.80 . . REV-1513 EX+ (9-DO) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF RALPH B. BUTT, JR. FILE NUMBER 21-06-0452 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a)(1.2)] 1. Catherine B. Butt Wife 100.00 101 April Avenue, Camp Hill, PA 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTiONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX is NOT BEING MADE NONE. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS NONE. TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) . '. LAST WILL AND TESTAMENT I, Ralph B. Butt, Jr., of Cumberland County, Pennsylvania, declare this my Last Will and hereby revoke all prior Wills and writings in the nature thereof by me at any time heretofore made. Item 1: I direct that my personal representative pay all the legal obli- gations of my estate, funeral expenses and the costs of administration of my estate as soon after my death as practicable. Item 2: I give my tangible personal property, together with any existing insurance policies thereon, to my wife, Cathrine Butt, if she survives me by thirty (30) days; otherwise, to my two daughters, Linda Mae Cipria_oiand Diane Shupshinskas, if they are living on the thirty-first (31st) day after my death to be divided between them in accordance with any memorandum I may leave or, in the absence of any memorandum or as to items not covered by such memorandum, then to be divided among them as they shall agree. Should there be no agree- ment, I direct that a private auction sale of such tangible personal property, including my automobiles, household goods and furnishings, furniture, and personal effects of like nature shall be arranged as promptly as possible, such private auction to be limited to my said daughters; any of such items not disposed of at such private auction shall thereafter be disposed of by public sale or in such other manner as my personal representatives shall select; all of such sale proceeds shall form a part of the residue of my estate hereinafter disposed of. Item 3: I give the residue of my estate of whatever nature and wherever situate to my wife, Cathrine Butt, if she survives me by thirty (30) days. Should she predecease me or die on or before the thirtieth (30th) day follow- ing my death, I give said residue to my two daughters, Linda Mae Ciprian1and Diane Shupshinskas, share and share alike, or to their issue per stirpes living on the thirty-first (31st) day following my death. Item 4: I appoint my wife, Cathrine Butt, as personal representative of this my Last Will and Testament. If she predeceases me, fails to qualify or ceases to so act, I appoint my two daughters, ~inda Mae CiprUua and Diane Shupshinskas, as personal representatives of this my Will. No personal representative shall be required to furnish bond. IN WITNESS WHEREOF, I, Ralph B. Butt, Jr., have to this my Last Will and y?~~.~ Ra. B. Butt, Jr. .. .. , .. Testament, containing two (2) typewritten pages, set my hand and seal this tfrl. day of '17Jc?t- / J , 1 98 2 . ."'- ? .1 .., /, /7 . 7 ~ 1ftL.,~ ~/ ~ ,"..1,' , I ~_ -', .. /,../ . oL-"Q' ph B. Butt, Jr SIGNED, SEALED, PUBLISHED and DE- CLAREDby the above named testator, Ralph B. Butt, Jr., as and for his Will, in the presence of us, who, at his re- quest, in his presence, and in the presence of each other have hereunto subscribed our names as witnesses in attestation hereof. ,.----------.-') / .: /'} /? .,.:.... -. I ..../ C ,") {'I ... ~, ....t-) :.:-< (~(?_/:L ---,;.. 'J...- j/(.(; (,/L . I I Ii d'.. ( ./ P . / /t:-<."L ,~>p '-- ,---- -/ !/ -4C'e.'-~"lr -2- (SEAL) ,r '.',c ,r-. r'. FAMILY SETTLEMENT AND FINAL RELEASE IN THE ESTATE OF RALPH B. BUTT, JR. '11 : ,r: ~ r r):~ J 1 ....;. ;. '- J '... II' ,., r I,il . C.O (':: ~. - I ,.......,~~:-" ,'" '" , .-'.".......1 ;f""'.'~- KNOW ALL MEN BY THESE PRESENTS, THAT WHEREAS~J~alphB; Butt,']r... late of the Borough of Camp Hill, Cumberland County, Pennsylvania, deceased, died on April' 25, 2006, testate. WHEREAS, Letters Testamentary were granted to Catherine Butt, on May 24, 2006; Catherine Butt having passed on May 27, 2006; and Letters of Administration D.B.N. C.T.A. having been granted Linda Mae Cipriani n/k/a Linda Mae Martin and Dianne Shupshinskas, n/k/a Dianne E. Hixon, with same having been filed in Cumberland County, Pennsylvania, to Estate No. 21-06-0452; WHEREAS, the said personal representatives have gathered the assets of the estate of the said decedent and the assets consist of personal property to a total value of $224,246.30, as set forth in Exhibit "A", which is a statement of account of the said personal representative, and which is attached hereto and made a part hereof, and marked Exhibit "A"; WHEREAS, the debts and deductions amount to $11,278.80, leaving a balance for distribution of $212,367.50, also as set forth in the statement of the said personal representatives, which is attached hereto and made a part hereof, and marked Exhibit "B"; NOW THEREFORE, KNOW YE, that we, Linda Mae Cipriani n/k/a Linda Mae Martin and Dianne Shupshinskas, n/k/a Dianne E. Hixon, administratrices of the Estate of Catherine B. Butt, the sole heir of the said decedent entitled to inherit under the Last Will and Testament, do hereby acknowledge that we have this day had and received from the aforesaid personal representatives, in full satisfaction and payment of all sum or sums of money, legacies, bequests, and devises as are given, devised and bequeathed to Catherine B. Butt, us by the said Last Will and Testament, which amount we have received this day for the Estate of Catherine B. Butt, and which is the amount set opposite decedent Catherine B. Butt's name in the table and schedule of distribution in said statement attached hereto and marked Exhibit "C"; AND, we do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, we agree that no account is necessary and we hereby agree and consent to distribution being made to the Estate of Catherine Butt, the sole heir of decedent, without the filing of an account and schedule of distribution, the same to be with the same force and effect as if it had been filed and confirmed by the Orphan's Court Division of the Court of Common Pleas of Cumberland County. THEREFORE, we do hereby remise, release, quitclaim and forever discharge the said personal representatives, their heirs, executors, administrators and assigns, of and from the said estate and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, touching upon the estate of said decedent, and we do further hereby covenant and agree that we will contribute any share of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representatives after the signing, sealing and delivery of this family settlement agreement and final release. ~ IN WITNESS WHEREOF, we, the administrators of the Estate of Catherine B. Butt, the sole heir of the said decedent, have hereunto set our hands and seals. WITNESSES: (J;y2iAfjfLl ~d ~ ~- ~IU- ~ ~/J(/~;/f~ ~ (iLa_ Linda Mae Cipriani n/k/a Linda Mae Martin Administratrix of the Estate of Catherine B. Butt 4vJJWU ~d ['~~~ AJ/I<A ~~ t(:, /#~ Dianne Shupshinskas, n/k/a Dianne E. Hixon Administratrix of the Estate of Catherine B. Butt COMMONWEALTH OF PENNSYL VANIA SS COUNTY OF CUMBERLAND On this A P" day of January, 2007, before me, the undersigned officer, personally appeared Linda Mae Cipriani n/k/a Linda Mae Martin and Dianne Shupshinskas, n/k/a Dianne E. Hixon, Adminstratrices of the Estate of Catherine B. Butt, known to me (or satisfactorily proven) to be the individuals whose names are subscribed to the foregoing instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. NOMIIA&. -. ~ A C&O'IF8.8 tW&IDIN~~CNW My COIMlIwIwr, fJlPffw "'" 11. acne DEBITS: LAST AND FINAL ACCOUNT OF THE ESTATE OF RALPH B. BUTT, JR. LATE OF BOROUGH OF CAMP HILL, CUMBERLAND COUNTY, PENNSYLVANIA DATE OF DEATH: APRIL 25,2006 PRINCIPAL ACCOUNT - EXHIBIT "A" Your Accountants charge themselves with the following: A. B. c. Personal Property 8430 Shares of Common Stock of Tyco International, LID Date of Death value $26.41 per share Total Date of Death value: $222,636.30 1993 Buick LeSabre 4 Door Sedan VIN G4HP5319PH544652 Date of Death value per Kelley Blue Book $1,600.00 Refunds from Amoco Insurance Plans - refund of insurance premium TOTAL PRINCIPAL DEBITS: EXHIBIT "A" $ 222,636.30 $ 1,600.00 $ 10.00 $ 224,246.30 NON-PROBATE PROPERTY Description A. Joint Residential Real Estate 101 April Drive Camp Hill, Pennsylvania 17011 Tax Parcel No. 01-21-0275-085 Date of Death Total Value $149,000.00 Date of Death Decedent's interest $74,500.00 B. Joint Checking account with M&T Bank No. 18889468 Date of Death Total Value $101,155.75 Date of Death Decedent's interest $50,577.88 c. Joint Certificate of Deposit with Wachovia Bank, N.A. No. 24740205216787 Date of Death Total Value $50,000.00 Date of Death Decedent's interest $25,000.00 D. Joint Misc. Household Goods and Furnishings Date of Death Total Value $5,152.42 Date of Death Decedent's interest $2,576.21 E. Joint Life Annuity Contract with Aetna Life Insurance Company No. GA-443 Payments to Spouse of 25% of $1,080.55, but Catherine B. Butt died 5/27/2006 and only one payment made $270.14 E. ING Life Insurance Policy No. 62941-3-GAT held by Tyco IntI., LTD death benefit on Decedent's life payable to spouse with a face value of $5,000.00 Treatment By operation of law, decedent's ownership interest passed to joint owner, Catherine B. Butt, his wife, on date of death. By operation of law, decedent's ownership interest passed to joint owner, Catherine B. Butt, his wife, on date of death. By operation of law, decedent's ownership interest passed to joint owner, Catherine B. Butt, his wife, on date of death. By operation of law, decedent's ownership interest passed to joint owner, Catherine B. Butt, his wife, on date of death. Beneficiary designation of Joint Life Annuity payable to Catherine B. Butt, his wife, upon Decedent's death. Life insurance payable to designated beneficiary, Catherine B. Butt, his wife, on date of death, and alternate beneficiaries, Linda Mae Martin and Dianne Hixon, his daughters. CREDITS - EXHIBIT "B" . .. Your Accountants ask credit for payments made from Principal Account as follows: Date Description Amount 5/19/2006 Monahan Funeral Home, Inc. - Funeral Expense 8,605.10 5/24/2006 Register of Wills, Cumberland County - Probate fees 114.00 7/20/2006 Law Firm of Linda A. Clotfelter - Professional fees for 825.00 estate administration 8/21/2006 Cumberland Law Journal- Estate Advertisement 75.00 10/30/2006 Law Firm of Linda A. Clotfelter - Reimbursement for 207.45 Estate Advertisement fees 1/23/2007 Register of Wills, Cumberland County - Filing fee for $15.00 Pennsylvania Inheritance Tax Return 1/23/2007 Orphan's Court, Cumberland County - Filing fee for $20.00 Family Settlement Agreement 1/23/2007 Linda A. Clotfelter - Reimbursement for additional short $8.00 certificate fees 1/23/2007 Law Firm of Linda A. Clotfelter - Professional fees for $1,409.25 estate administration TOTAL: $ 11,278.80 RECAPITULATION Principal Debits $ 224,246.30 Minus: (A) (B) Administrative Expenses Last Debts of Decedent ($ ($ 11,278.80 ) 0.00) SUBTOTAL: ($ 11,278.80) TOTAL BALANCE OF CASH ESTATE ASSETS A V AILABLE FOR DISTRIBUTION $ 212,367.50 EXHIBIT "B" .. ., .. PROPOSED DISTRIBUTION The Personal Representatives propose distribution of the Total Balance for Distribution to the following heirs as described: ESTATE OF CATHERINE B. BUTT (Spouse - deceased May 27,2006) 101 April Drive Camp Hill, P A 17011 100 % ofrest, residue and remainder $ 212,357.50 c/o: Linda Mae Cipriani n/k/a Linda Mae Martin and Dianne Shupshinskas, n/k/a Dianne E. Hixon, Administratrices of the Estate of Catherine B. Butt TOTAL CASH DISTRIBUTED: $ 212,357.50 EXHIBIT "C" Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 1267 1/25/2007 RALPHB. BUITTR 21-06-0452 LAW FIRM OF LINDA A. QOTFEL TER 5021 E TRINDLE ROAD SUITE 100 MECHANICSBURG, PA 17050- CJ Qty 1 Fee Description Additional Probate Fee Total $230.00 230.00 Total: $230.00 Olecks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. ,.; v ex: ;::J ~ffi ~u ~- ~~ ~u ~r...l .....~2 ~06 e:i~~ .....Ur...l ~ . E- ..<~ <. ~~ ZO o-ICX: ~~ o ~ E- L.t.i o on o r-- <r: 0... >-. ~ ~ o ~u (1) g] a ~ ..o~~....... en '"i: 0" 0 ~(1)(/)r- ro..o (1)....... ~@:g~ '""uop.. (1) ..a ~ ~ ~~(1) en _ - en - 0...... ~...... - ~ ~ u a "'Cl,-+-<~u ~ 00 (1) '"" - (1) tI_ en ...... en (1) ~