The URL can be used to link to this page

Home My WebLink About94-00674 No. 21 - 94 - 674 Estate of ALICE M. IUllnNIIElMER I Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW AUGUST 4, 19~, in consideration of the petition on the reverse side hereof. satisfactory proof having been presented before me, IT IS DECREED Ihatthe Instrument(s) dated JUNE 24, 19B7 described therein be admitted to probate and filed of record as the last will of ALICE M. RHEINHEIMER and Letters TESTAMENTARY are hereby granted to FARMERS TRUST COMPANY FEES Probate. Lelters. Etc. ......... $ Short Certlfieates( 6). . . . . . . . .. $ Renunciation ................ $ X-Pages $ 6.00 JCP TOTAL $ 5.00 AUGUST 4 1994 ---- Z64.00 Filed...... ..... t...... .0....0 ....... ... MARY C. LEWIS ::'35.00 18.00 Irwin. Irwin & McKni~ht AlTORNEY (sup. Ct. 1.0. No.) 60 West Pomfrct Street ADDRESS Carlisle. PA 17013 PHONE 717-249-2353 ~: - I 1-' , . ~ 1.-'. :..iI .' :.J UO Called Bank.on 8-4-94. fh' This i.. lltn:nih Ih,1t IIll' illtOHIl,llillll h,.It. gi\l"lll'\ llllltttl~ 11>1'11,1 JIlllll ,III tlll,l:tlUltl'llilll.lfl' tll,lt,llll dtll~'liltd Widlll1l' .IS (,lll",1 Hq~i"Ir.ll" 'The III igll 1.1 I H'r1ilil,IIIO \\-i111ll" IHI\\H,kd III du" "1.111' VII,II HI 1111.1... (HIllt" hll I'lllll;111C 1I11111l1"~ WARNING: ilia Illegal to dupllcata this copy by photostat or photograph. Fl'c for lid" tl.uifil.lll:, S2.00 .JUL. I 1~G4______ lJJ!<' ')"", . ....~.I: ~:l.~rl~t;~t;.~~..., 2419823 ---------N,;uu -- ~,(I "'ill., ,.t COMMONWEALTH OF PEHN&VlVANl'" .. VEPAATIJCNT or lff,ll.-lU' \lI'''Lr;I.C'JIiI'f CERTIFICATE OF DEATH ~, ,.,ytc':'.uP, '''''1'_1',,,,,,-,. ~-I~~:~~~.l::' -'~J8~~~~;:'~_. ".~Iplt.'h',_,.... _"... ........" . 'fcf:~- ~------.---.- - .........[J lillo().'........ [J ........ -::;-. t,- :HT . ..-..-. ;~...;- . -.. --.--.-*--..-.---- .,.t...... JJ3G .. . July B L1994 ,..,'j -"11'''11''''7'7 ..",...1,...,"., 94 w.. """.. "" ,(.........'.II...........'."-h "'" .' Cumberlond White Corli.le II. ( , >to .w-....~......., ! I - _____ ,._.._ __,..,1 I 1!lL~ "\'1~~Qkf<lf>&'OO."t__ .ifiit~i:iri:::,;;,;.;': ""00. '='~' ".. UU"'A,t '''t_u....... ""_'V"'_' ....~'..l r,.,.,...."..., tlovcr MDrrie C'.!fl,'",,:,,,,,,,'U "'" ...... Acstouront , OIU.Ot:..""'.......G.lJOIIIU~_(J......!I.....~r..."', Thornwald Homo 442 Welnut Bottom Roed .. "" lI:cc....,. J.l:'u40. IIf"'tHol.l ~-''''''''-''' .~,.........., Il. fO...___~9D...n.!YJ~I)!l!~ ._.+~ ,... '......... Cumborland ~':.~, .... r_.... __ .... _. ._ _ _._~_~" UC'M8ry""~ohn8'. OI,-..,~..,.,., .'fUll" Qst~prWjV1'1'le- R'oo'd~lloUln9 ,,,i)(~:'~~.:::'~. . Cor1101o , ,..,. .,",= n hony rihoiOheimer ra"ro 'Il....IrDi.hhoimer SprinG'. PA 17007 ::-:-:..~.'f(or~t:ow;,~e(.r:D8fct6: In '.(l{" v. '. ,.~ U6 ..t:.... Cremation Service .York. York Co., ""'i9'il;;~t\; Ii:;';'ov I::FSii 0 PA Rmo17013 IIU'jilo.t,l't1HI .....""_~ .............H......~ .....I...I.I'-.......~ """,...p..-., I , ;d(iC,'. '.J. (l.h:'tL{':. 1!/tJ. ._.............'...I__~' ,yr tl.. iT... fl"'OII I' ..Il_U." "'._, ---....... .. 'i.~j . . ~ R q q 4 . I'" rl_1,I n I tl.LJ./ I .....1'"........ ..,.........""""'......,...~~...M<I.,..,,..... LA.......'. '....._~~.... ""'~li........jlO.."".....r..'...............""....,...... ,...".."......~......k_ '"' /'/0 -..'jt;l~ "\ -I ....~~..w Il.Il..l.l .".....'......,1......, ''''~, I'" ' "a,I7: ...J:t 4/~1 ~(, "'0'. Sc!-",r.,. toutlGl'l"~.{.(JI'~(J.1lt(.1"'. )'~-t~"'" 1/".1. lL_ 1:;1::;~:..~ ,.._...t"".... II. "/ , I . , , , I ! I'''f(,f....,,,,,, I;(KIt'r'.t{h\o'..JlJIl.~ClOOO.IO -l""11I "...O<j.........'I."'...Il.....I.....l.I~.....N ...,.....""'~,.~._.,......~..,.........,'" I: (JUlrtll(JI'.~..[l..r.A'J'.JI"UV, t>llf:to,..JIl~.nJl'.u'j"'...,.u, .".IIr.uO".f',..o-......1o -.J'''.,fofloOMlQ C.,.,...,,l1001fOl (;AlJ~f Of [l(At", "".........OO'tl.u.' :lAIr ~f ...~",. ......0,,_' "."....IIlI\lOf... r~ II :J n I] ('.1 ~.!ltl~~~jt.-foT;,;:;;;-,.....~;;-,7...,.;;,."-+ J\W._. 6.""'0.... ..~'... - "......, -- ;i ...n ...- I.~"""_"\I"'" Vlo. [J ... LJ t-...t..."-_,...... r~.:.'~;;;:1: ~;~=-,-;::;~------- 1- ! '..."I~"_.:'tlJ 1,;,'( v ~I"'''~~' Cj ~~~i"\i.t~;.:.~ ,.~.::~.~.-.. ..---.:.-~JOalifou'qIl4.;;::-;-;;-:;,;;-:-;--- ~ '1', .;,','/, -"1" 'l'/# J,~~l.i.o,,;;.j'wihf..i3t.'""W\,;oWii.....',:b't;.lj~ [lI ru'~ 1_.I'JI,...cw....... ,-:1';"'1'.-':. ,-:,. ...- ... Clllf_..,"'..........-. .ca'U".IIoIO....'.ICI............._,.....'..l..._.'.._t>i"'........I........,..',.~......;"......., ,.-....."'..,.--..._....~............~II...,-.....,.. n ,'~'-''''' 'J C. 1"tC''''CI'''<llClllt....IOIO''"'IIOoUJ~.......,.",\.O........--'''l_.'.',''..'...'l..___..,_. ,.-.....""'-'"'Io,_U'l_""......._................,__.....I_..__.._.. ''''IDlCAt.IJAYIltIIt.leOftOltIIl 001.... .....aII.._.......IIdI"'W....I........'"""....-...8IIl.,..."....tN................pllC.. _.......... e....~.I.". I..~-.....I...........".............."........................,,,...,................""..................... flAIl ""Vfl~..V"iltfl \- ...~,:\,'\,,~-X"~ GhLu....\.lCI u ~,.~ "" .;."'- .'"t""", ""., , ~ i'/. ':-.. ,.,4,1.1 - " U..U..IIl,......,,,,....., ,\,,\\ \\, ni~ .. <6.1>.... , . ~ . . ~Ed~~~ I, ALICE H. RHEINHEIHER, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking all wills and codicils heretofore made by me. 1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. Any of my personal belongings, including clothes, dishes, silverware, furniture, rings, watches, piano, etc., are to be divided between John and Jamie Lipp, or the survivor, Clara Reinheimer and Neala Eyler, as agreed to by them. If any question of distribution arises, my executor shall have the final and conclusive decision on the matter, and any items not taken by the above persons are to be given absolutely to The Salvation Army. 3. All the rest, residue and remainder of my property, real and personal, I give, devise and bequeath to the Trustee under my Trust Agreement of June LV. 19B7, under which Farmers Trust Company of Carlisle, Cumberland County, Pennsylvania, is named as Trustee, IN TRUST to treat it as an addition to the principal, subject to that Agreement as it exists at my death. 4. I nominate and appoint Farmers Trust Company to be the executor of this my last will and testament, without the filing , . ., .' of any bond. 5. I hereby suggest that my personal representative retain the services of Irwin, Irwin & HcKnlght, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1-'1" day of June, 1987. it;;.,- . .--.," C /~ /,/ /. J&?P ~ f;-:""'{-4'd// ~IC . RH IRHEIHER (SEAL) Signed, sealed, published and declared by Alice H. Rheinheimer, the testatrix above named, as and for her last will and testament, in the presence of us, who, at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. ,,111 ~) I /.1 / " ~~/J./~ ,....4,. 4.'t6G.R/IJAf.~~ . . ". ~ ACKNOWLEDGEMENT ~ AFFIDAVIT WE, ALICE M. RHEINHEIMER, BETZI A. MORRISON and SHARON L. SCHWALM, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in their presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. . )// / /)'. lilA'/ --'" J i!C-It/ dJt.J: J.r?U(';'-r:i:<tlrP'Z -o- r ALICE M. RHEI~E~ER o iJDTJ . M R ~d ~A~~Nf\f~~Cf'h~1 COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND ss. Subscribed, sworn to and acknowledged before me by ALICE M. RHEINHEIMER, the testatrix, and subscribed and sworn to before me by BETZI A. MORRISON and SHARON L. SCHWALM, witnesses, this ~t/r day of June, 19B7. \ /7LDr ,~. Cel'-. .~QJ B. IRWIN, NOTARV PUBLIC CA.l\SiE BOlIO. CUIlBERLAND COUNlY MV COMMISSION EXPIRES ocr. 3, UP ...0 OQ S : ~ ., , ::' ~ .... '. " ~~ '0 :n ;J') <\ :... !it } J~' q fl_'f. ) , , R; , . c.> , " , I - ( ., ) ;,'1 ."1 Cj ~~ (.'1; f;:-,~~ ;~ii UJ -(....... !.fl tr: !oil H !il :z: H ili II , ~...~. N ,td ~ - · h 0 ~ . g .- U' ~ E ~ : a~ 2 t ~ ft . roo. e oil e, f ~ ~ -ozal,"" 00~~f2Zj; .o~ii:tk~E roo. -f~" ""7' i Ig ~ . ~ 2 Ul - i ~ . .~ ft.l u H H ..: .' ~ . " .4; . . I .;,. G FARMERS m TRUST ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(11) Name of Decedent: Alice M. Rheinheimer July 8, 1994 2194-0674 Date of Death: Will Number: To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above captioned estate on August 17, 1994. John & Jamie Lipp P.O. Box 8512 Horseshoe Bay, TX 78654 Ann Lipp 14510 D Club Villa Drive Colorado Springs, CO 80921 Ruth Pollard Box 40 Kasilef, AI< 99610 American Cancer Society PA Division 117 N. Hanover Street Carlisle, PA 17013 American Heart Association Western PA Division 10 Duff Road, Suite 304 Pillsburgh, PA 15235 St. John's Lutheran Church P.O. Box 46 Boiling Springs, PA 17007 Clara Reinheimer 100 W. Sprinboville Road Boiling Springs, PA 17007 Mllry Hawkins Box 87 Clam Gulch, AK 99568 Neala Eyler 209 Pine Road Mt. Holly Springs, PA 17065 PA Association for the Blind 2843 N. Front Street Harrisburg, PA 17110 nr-. "j Salvation Army of Carlisle 20 E. Pomfret Street Carlisle, PA 17013 l. , t.; i-oj One West High SIn.'C1 I~O. Box 220 Carlisle, l'ennsylval1ia17013 (717) 243-3212 .. " . ~. Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: August 17, 1994 Signature: \ Jane F. Burke Senior Vice President and Trust Officer Farmers Trust Company P.O. Box 220 Carlisle, PA 17013 (717) 243-3212 Capacity: Personal Representative cc: Irwin, McKnight & Hughes . ....-. --~"....,>._... .... I .~;',,",,.-,,..,:<,---~.-:.;-. "1.: . I , '. . . ;4 ,-- -': - - - qllil~1 Nll,7~21A. ! --- 1 . - .. j 1lI:st'RU'lIllS, , ,I Registor' or Wills I Inheritance Tax ; Estimate .. I., 61- 35336 92 3 8 Rhcinhcimcl' EXBM11: 10/~/9~ . , , /i , i ;V~f.1/- (}~?f" AMOUNT 10;000.00 . ,..-~".~..,...~..."" 110 . ~ , I I'AII~U:RS,lRU~" t'mU'ANI', liNt; WEST 111011 ~1:,I',(),1I0X 220. CARI.lSI.Il,I'ENNSYLVANIA t70lJ ---..- - "j'-~-l'T r"~JlSr.:-- ::: " '.""_ . '.'_ '.0. _ ~ ... - ---.. ..:_-~".. .... -~..~~ ---,- 1"7 . .,....-- -i t'" _' of" J'- "J.- t , . " , ,!\ \ I " ,. , ., ~ ~.. I . ~. ,> ", ... . . r .\ I, :; ., f . .' .,. '! I , .. . . . .. .._---.....-."'......,,-- .r'~-- i ; -:--""!'~_.'" ~~~, '1 \ \ I (' J' .,' I !' . ,I ,"". ,c I, ;; ,'. " .' ," I ,. . ; . " . .".... .-....... ~ . .- -~.-_.~"-,. ,..--' '-. -- ."." -...- ~-..... . -..- -...--- .._--.,.,......~. _,.- _ _ -":,...,.........-....aI- _ 41'...,...... 1~.._.._ T 18. Amount olUne '''takable a115 % 'ale (Include values from Schedule K or Schedule M) 17. Prlnelpalln due (Add In from line 15 and from hntlHS) 18. Credits Prior Payment' Dlscounl Interel' . 1O,OPOW. +...__~gfl,3.2. _______ .Jl,OIL Ig, If line 18 'S grealer than hneH. enler Ihe djfference on line ,g, Thlllllhe OVeRPAYMENT aD 20. If line 1711 greater than line 18, enter Ihe difference on line 20, Thlllslhe TAX DUE A. Enler the Inlernt on the balance due on line 20A B. Enle, the lolal olUne 20 end 20A on line 200. This I, the DALANCE DUE ~~~e_J!h~c::~.I.'..Y~lJ!..!~.:__"l!Igll~~Lo1 WJ~I" ~g!l!!..~ DE SURE TO ANSWER ALL OUESTlONS ON REVERSE alOE AND TO RECHECK MATH Under penaltl" 0' perjury. I declare Ihall have e.amined Ihis return, Including accompanying schedule. end statements, and 10 the besl of mv knowledge and belie'. it II lrue, COrTect and complete. I declare thai all real estale hIlS been reported al1rue market value. Oeclaratlon 0' preparer olher than perianal representative Is baud on allln'ormatlon 01 which ?.!!'p_a-'~D!!.!_~f1Y~!:IP.'!'!L~D!:.......__________"___~ Fi,TURE.OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS dt~%:?~~'Aa::S~I1AtoDRESS----------~----- l!! IS:!:" wflS :cOO U"'-' ..Ill .. .. I .,1- wffi a: c a: z 00 U c.. I 2, Supplemental Return I I 3 Remainder Relurn (for d.t.. prior 1012-12-82) [~'J .. Umlled Estal. (.".'1 4a. Future Interest ComprOmilt {__J 5, Federal ellale Tall (for dalll at dealh afle' 12-12-82) Relurn Required [JCJ e. Oec.d.nt died r"late l,xJ 7. Deced.nl Maintained a Uving TrUll 0 a. Total number at Oal. Deposit _____(Altach c~P.Y.E!.W~ll__._.._ (Attach cop.>'.!!! lIu!!J Bo.., :~,~::::::"',,",,""'l~':~~~=:::,,'JO' J _C'!rl!!l!l.1'A.Jl013==;.. .~. 0,00 82,534,31 0,00 0,00 ..--.----26,644.48 . IJJ-.1~::)'&> - /3 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS) . , I- Z W C W U w c COMMON\\\'Al III or l'tN"SYl VANIA O[PAlUMWlor n[\,[MJ( {)[f'T ..eoool 11N\~~I?~1-~.~,!~" I r}~e-OIlOl ()[Crm'NI'S NA...r CIAlI, flllSI. A"U""UIllI'INIIIAIJ Rhelnhelmer, Alice M SOCIAL IU:URlrY NUIolOUl l)A1[ 01 or.Alll 7/6/94 "Air ut Ullllll 2/18/1900 378-26-3336 I x.l ,. Oligmal Relum z o ;:: :s ::> l- ii: < u w a: 1. Aeal E,tale (Schedule A) (I) 2. Glodll and Bnndl <<Schedule 0) (2) 3, Closely Held 510cWPartnershlp lnterllt (Schedula C) (3) .., Mongagn and Not.. Receivable (Schedule D) (4) 5. Cash, Dank Depolltl & Miscellaneoul Personal Property (5) (Schedule E) e, Jolnllv Owned Property (Schedule F) 7. Transte,. (Schedul. G) (Schedule L) e. Tolal Gran Anttlllolallinel '-7) D, Funeral Ellpens.., Administrativ. Calls, Miscellaneous Ellpenlll (Schedule H) 10. Oebts Mongage Uabilitin, Uenl (Schedule I) 11. Total Deductions Itolallinll D & 10) 12. Net Value of Estale (line e minus line 'I) 13. Charitabl. and Governmenlal Bequesls (Schedule J) 14. Nel Value Subjecllo Tax (line 12 minus line 13) 813,05 (6) (7) 0,00 0,00 101. 10,727.43 lID) 15. Amount 01 line t4lallable a e% late (Include valuulrom Schedule K or Schedule M) 0,00 (I.) z o ;:: ;: ::> c.. :I! o u )( ;: (16)_- ---'!1.292,56 Chock horo II au oro ro utlllno a rolund 01 our ovorpaymont rilE NUMDER ~ 21-94-0674 cnuNI'fCOUl YIAn III CI III NI'S 1:0..."1 III" AAOm:1I NUMINn Thornwald Home 442 Walnut Bottom Road Csrlisle, PA 17013 Counl't CU"1l?~~Elo.d (8' 109,178,79 (11) (12) (13) (14) 11,540,48 97,6~6,31 16,345,75 81,292,56 x ,oe. 0,00 X .15 1:1: 12,193,66 (171 12,1!;l.3~!lEL (16) (10) .. .J(),526,32. (20) (2DA) (2Da) _.J.,.6J~:G.5E_ 0.00 1 ,667,56 Date ----LdY4-t--H Dale PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (X) IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedenl make a transfer and: a, retain the use or Income of the property transferred,................,................................, X b, retain the right to designate who shail use the property transferred or Its Income......... X c, retain a reversionary Interest or ........................................................ X d. receive the promise for life of either payments, benefits or care? ............................................ X 2, If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate conslderallon ? ............................................................... X 3. Old decedent own an 'In trust for' bank account at his or her death? .................................. X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THIS RETURN. ~...,-----_.- --... _.> ..----.--.---.-.-. .____....__-.__n__ ....---.-...-....- SCHEDULE E CASH, BANK DEPOSITS AND MISCELLAN EOUS ..eg~l;l.Q.N.~~ PROPE~JX.~...... ;'--.'~:.:.~'-=----=' Pl.....!!tn.t~~!~~:;_;.;;~~,..::'-- FILE NUMDER 21-94-0674 ~.tnttJr"..nVMM .....,A~"o1UfI:"'"" lRIl..NfmUttHt ESTATE OF Allee M. Rhelnhelmer (~~!~.r!r J~.!!!~'I=~_~!'_~E~!! ~~g~.u-"B~~rifi~~,~ii~~,~l!J. dl..!;I~~~~ o.'L~~.~~_~~l~f:j_._~~== _-....__~~~~~.._~~.- ITEM OEDCRlPTION VALUE AT NUMOER DATE OF DEATII 1, Capital Blue Cross, refund 2, Prlnclpsl Cash, Allca Rhelnhelmer TUA 3, Income Cash, Allee Rhelnhelmer TUA 4. Personal Property, as appraised 5, Thornwald Home, refund resident's fund 6, Janusry 1994 Social Security 114,10 21,235,26 3,672,72 745,00 160,36 697,00 Total (allo enter on line 4. recaphulallon) (If more .pacell needed.lnurt additlonalshe'll a' .am. Ilze) 26,644,46 ESTATE OF __ f\li~o_~-,-J:!.tl'!L'ltl<1LlJ1or SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES .]ri~EN~MOE" ~ ;~~!.~!_~.J.Y!-~~L~~~~ -;:~; - CXMoIOH'M.M'nl&"......;UW N""'AHCI U.I....f\lflH ...aN1uaOlN1 ITEM _NU~Y~-'L A. . - .p...----...... DeSCRIPTIO.,f- . - 21-94-0674 - -,- --.-~c)uNi-- ----_.._._-~' .,---.--'.--,-."".' 1. Funeral Expenses: Hoffman Roth Funeral Home 1,292,00 B. Administrative Costs: Farmers Trust Company 5.456,94 1, P'rlonal R.pre..ntatlve Commlulonl Social Gecurhy Number of p.'lona1 Representativ.: Ve.r Commllllonl paid _ 2, At10rney Fe.. Irwin, McKnl9ht & Hughes 3,275,37 3. FamllyenmpUon Clalmanl Relationship Addr... of Claimanl.t dec.d.nt', death StUt.1 Addre" City Stat. 0.00 4, Probate Fe.. Register of Wills, Lelters Testamentary 264.00 1. 2, 3, 4, Miscellaneous Expanses: Cumberland Law Journal, advertising Letters Testamentary Rowe's Anllquas, appraisal fee The Sentinel, advertising Letters Testamentary Miscellaneous FIling & Closing Costs 40.00 35,00 62.12 300,00 C. Total (allo enter on IIn. D, recapitulation) (It more .pace I, needed, Inle,t addlllon.lsheell of ...me llze) 10,727,43 ..,.~ '-'-00 . _ . .\ CI:MtIClHWlH.fHDfn__nWAIM ...MAHCtt.....tufIN 1_' SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND liENS - .:::::::;:-=-..-.... _-:..;;;:;":'=-.:::..:.c:-".-:;-_"c._;;:-....;.:==: - Ploase P~_nl or TYRe FILE NUMBER 21-94-Q674 : ,.taNtmCl:DlNt EBTATE OF Allco ~, Rholnhelmer ITEM NUMBER DEBCRlPTlON AMOUNT 1. Thornwald Home, balance due 613,05 'e Total allo .nt., on Iln. 10 reea ltulaUon (It mo,. 'pace f. n..ded.ln..rt additional aheel. or um. .Ize) 613,05 ~.i.&l)ltw""l~f\~"" SCHEDULE J BENEFICIARIES ...."'.lHCl'...,..'f\Mol ._c~,_:""-=;:._=",,o;...,.'__<'_ - "'^"._=~""'__~___"-_"A'::;-=~"":::' '!.~~!I~~~~ ESTATE OF _,~,_,'_' _'. u_._...__'H -'-"- ----_.---_.,,----~..~.--' FILE NUllOER 21 -94-0674 Alico M, Rholnhelmor AllOUNT oil SIIARE OF ESTAllL._. tTEM-"~--- ~--,~,-~---------..------'---.--".----~-.- -, -_. .._.~--- --'---'-- .....-1!!!~.!!"l!- __.________JlAllE _1\!!!l.~!!!!1!EOS _OfJI_ENEf]ll!~!lY___._____ RELATIONSIIIP A. Tallabl. Oequllts: 85% 1. 600 Attochod List tTEM NUllBER NAllE ANO AODRESS OF BENEFICIARY AMOUNT OR SHARE OF EOTATE B. Charhable and Governmental a.qullts: 16,345.75 1, See Attached List TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (Also enter on line 13, Recapitulation) (II more space II needed, Insert additlonallheels 01 lame Iln) 16,345,75 services, the amounts payable under the current allowable fee schedule. This compensation shall be paid from income. This compensation shall be the sole compensation of the Trustee who shall receive no further compensation on the termination of the Trust. 5. The Settlor may add to the account from time to time such amounts as aloe mutually agreed upon for investments as provided for in Paragraph 2. Such increases in the corpus shall be noted on the Trust Agreement and shall become, thereupon, subject to all the terms of this Agreement. The Settlor may withdraw principal from the account from time to time, by giving of 30 days prior written notice of such desire and the Trustee will make every reasonable effort to make such withdrawal payments in cash, which shall be noted on the Trust Agreement. 6. This Agreement shall be terminable by either party by the giving of the other party of ninety (90) days written notice of the desire to terminate said Trust, in whole or in part. 7. On termination of this Trust in whole or in securities making up the corpus of the Trust may be by the Trustee in kind. part, any distributed 8. In the event that this Trust shall not have been terminated at the death of the Settlor, such death shall terminate it and the corpus of the trust shall be transferred by 2 the Trustee as follows: A. $1,000.00 to the Salvation Army of Carlisle, Pennsylvania. B. $1,000.00 to St. Johns Lutheran Church of Boiling Springs, Pennsylvania. C. The rest, residue and remainder as follows: (1) 25% of the remainder thcreof to John Lipp and Jamie Lipp, or the survivor. (2) 25% to Clara Reinheimer. (3) 10% to Robert Lipp and Ann Lipp, or the survivor. (4) 10% to Mary Hawkins. (5) 10% to Ruth pollard. (6) 5% to Neala Eyler. (7) 5% to The American Cancer Society, Pennsylvania Division. (8) 5% to the Pennsylvania Association for the Blind, and (9) 5% to the American Heart Association, Western Pennsylvania Division. 9. Income received from investments shall be paid to the Settlor monthly. An annual statement of the account will be furnished as of the end of the calcndar year and in time for 3 REV."I547 EX AFP 108-94)*, ~OHWEAl TIt Of PENNSYlVANIA /b[PART"EHT or REVENUE V/ BUREAU or INDIVIDUAl TAlCES . .' DEP'. zaObOI HARRISBURG, PA 17ua-ObOl ~ ESTATE OF DATE OF DEATH 07-08-94 NOTE. I" II jjr.,~ I .~ ,\ V ACN 101 NOTICE Of INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF OEDUCTIONS AND ASSESSMENT Of TAX TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION Of TNIS fORM WITH YOUR TAX PAVMENT TO THE REGISTER OF WILLS. MAXE CHECX PAVABLE TO "REGISTER Of WILLS. AGENT" REMIT PAYMENT TO: 00 REGISTE~Of;' WILY CUMBERLAIlD CO C'o'iJRT CARLISLE,. PA 1<1jl13 2:.: ~. DAVID W MACLVOR FARMERS TRUST COMPANY PO BOX 220 CARLISLE PA 17013 DATE 01-24-95 FILE NO. COUNTY AllouI1\.JR...l t tad :~ ! , P.!l.l_ ~ ~p_I!.~_ .:r!!!~ __~!~~_._____ ~__ __!l!!~!!L ~p_~~~ .!..~~.:r_I_~~.!..~~_ !~~!l__ '!~!l_~'!~!!l'-~ -~ - -. ._~::..... --' - - - - -. REV-1547 EX AFP 108-94) NOnCE OF INHERITANCE TAX APPRAISEMENT, AL1.OWANCELHR " DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RHEINHEIMER ALICE M FILE NO. 21 94-0674 ACN 101 DATE 01-24-95 If on assessment was issued previously, lines 14. 15 and~or 16. 17 and 18 reflect figures that include tha total of ~ raturns assessed to date. ASSF.SSMENT OF TAX: 15. Anount of Lin. 14 .t Spousal rat. CIS) 16. Anount of LinB 14 taxabl. at Lin..l/Cl... A rat. 116J 17. Anount of Lin. 14 taxabl. at Collateral/Cl... Brat. (17) 18. PrInclpal Tax DUB TAX RETURN WAS. I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL 1. R..l Eat.t. I Schedule ,,) 11) 2. stocks and Bondi ISchedule OJ 12) 3. Clo..ly Hald stock/PartnershiP lnt.r..t ISchedule C) C3J 4. Ho~tgages/Notes Receivable CSchedule D) C4J 5. Cash/Bank Deposits/Hisc. Personal p~op.rty CSchedule EJ (5) 6. JointlY Owned Property (Schedule F) (6) 7. Transfers (Schadule GJ (7) 8. Tobi Asseta APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral E~pense./Adn. Costs/Hisc. E~penles (Schedule HJ (9) 10. Debts/Hortgage Liabilities/Liens ISchedule IJ ClO) 11. Total Deductions 12. Net Valua of Ta~ Return 13. Charitable/Governnental Bequests (Schedule J) 14. Net Value of Est.te Subject to T.~ NOTE: TAX CREDITS: PAVMENT DATE 10-04-94 1l-09-94 RECEIPT NUMBER MM913034 MM9l3162 DISCOUNT 1+1 INTEREST 1-) 526,32 .00 CUMBERLAND ::0 Hilo~E ".' ~-"\ '- I CHANGED .00 82,534,31 .00 .00 26.644.48 .00 .00 lal 109.178,79 10.727.43 813,05 1111 1121 1131 1141 11 ,1;40 4A 97,638.31 16,345.75 81.292,56 will ,00 X ,03: ,00 X ,06: 81.292.56 X ,15: 11BI .00 .00 12.193,88 12.193.88 AMOUNT PAID 10.000.00 1.667.56 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 12.193.88 .00 .00 ,00 . IF PAID AFTER DATE INDICATED, SEE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST, I If TOTAL DUE IS LESS THAN fl. NO PAVMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), yOU HAY BE DUE A REFUND. SEE REVERSE SlOE Of THIS FDRM fOR INSTRUCTIONS. I RESERVATION' E.tat.. of dlcldlnt. dvlnG on or blfor. D.c..blr IZ, I'IZ .. If anv futurl Intlrl.t In the ..t.t. I. tr.n.flrrld In po.....lon Dr enjoV.lnt to Cia.. a (collatlral) b.n.flclarll' of thl dlcadlnt aft.r thl I_pltltlon of env I.tatl for Ilfl Dr for VI.r.. thl Co..on~'llth hltlbV l_prl..lv r..ervI. th. right to apprai.1 and ...... tran.flr Inhlrltancl Ta_.. It the ..~ful C.... a (coUetlrlU rat. on Inv .uch futura Intlre.t. PURPOSE OF HonCE. To fu1flll thl tlqulre..nts of S.ctlon Zl"O of thl Inhlrltann Ind Esbtl "M Act, Act ZZ of 1991. 72 P.S. S.cUon 21"0. PAYHENT, Dltlch thl top port Jon of thl. Notlc. .nd lubalt with your Ply..nt to the Rlgl.t.r of Will. prlnt.d on thl rlv.r.. .Id.. ..Hlkl ch.ck Dr .on.y order plylbl. tOI REGISTER OF' MILLS, AGENT All p.v.ant. tlnlv.d .hall first b. appU.d to anv Int.r..t which ..v bl due with anv tllllnd.r appllld to the t.M. REFUHD (CRJ. A rafund of . t.x credit, which WII not rlquntld on thl TaM Rlturn, ..v b. rlqullted bv co.phtlng en "Appllc.tlon for R.fund of Plnn.ylvanl. Inh.rlt.nc. .nd E.tetl Ta." (REY-1SIS). Application. .rl Iv.llabl. .t thl of,lcI 0' thl Rlgl.t.r 0' Will., any of the 21 R.v.nu. DI.trlct O"lc.., or bv calling thl IPlc111 Z4'hour In,wlrlng 'Irvlc. nu.blr. for 'or.. ordlrlng, In P.nnlvlvanla 1-100.16Z-Z050, out.ldl Plnn.vlvanll Ind within 10cIl Hlrrl.burg Ir.a (111) 167-a09~, TOO' (1111 172-ZZS2 (H.arlng I.p.lrld OnlyJ. OBJECTIONS, Any plrtv In Intlr..t not ..tl.fl.d with thl .ppr.I....nt. .llowlnc. or dl,lllowanCI of dlductlon., or ........nt of tex (Including dhcount or Inhr..tJ .. .hown on this Notln MUst objlct within .lIltv nOJ days of r.c.lpt of this Hotlc. bv' --wrlttan pro tilt to the PA D.plttllnt 0' R.v.nu., Bolrd of App..ls, DEPT. 211O:n, Harrisburg, PA 17128-1021, OR "lllctlon to h.vI the .attlr det.r.lnld .t .udlt of the account of the p.r.onal r.pr...ntetlv., OR --'PPlal to thl Orphan.' Court. ADHIN ISTRAJlVE CORRECTIONS, Factu.1 Irror. dl.cov.r.d on thl. ........nt .hould be .ddr.I..d In ~rltlng to. PA Depart.ant of RIV'nu., lIuruu of Indlvldu.1 Ta_n, AnHI po.t A.......nt Review Unit, DEPt. U0601, ttarrhburg, PA 17126-0601 Phon. (717J 717-6505. Se. page 3 of thl boakl.t "Inltructlan. for Inh.rltanc. ta. Return for. RI.ld.nt D.cld.nt" CREY~1501J for an I_planation of .dalnl.tratlvlly corr.ctabl. Irror.. DISCOUNT I If anv t.. due I, p.ld within thr.. (1J cal.nd.r .on'hl aft.r the d.c.d.nt', d'lth, . flv. p.rc.nt (5~1 dl.count of thl ta. p.ld I. allow.d. INTERESf, Int.ra.t I. chargad b.glnnlng with flr.t d.v of d.llnqu.ncy, or nlnl (9) .onth. .nd on. CIJ d.y fro. the datI of d..th, to thl d.t. of p.~..nt. t.... which beca.. dlllnqu.nt b.forl J.nuary 1, l'IZ b.ar Int.ra.t at the rat. of .1. C'~J p.rc.nt p.r annul calculat.d et . dilly rat. of .00016~. All t.... which blc... d.llnqu.nt on and aft.r Janu.ry 1, 1'12 will b.lr Intlr..t at a rat. which will v.rv fro. cal.ndar ylar to c.l.ndar y.ar with that rat. announc.d by the PA Dlp.rt..nt of Rlv.nu.. Th. appllclbl. Intar..t ret.. for l'IZ through 1'95 Ir., '!!!! Intar.at Rat. D.lly Inlerllt Factor ~ Intlr..t Rata Dally Inhr..t Fecto,. 1912 zn .ODD5~1 1987 .~ .00DZ~1 19&3 16le .ODDUI 1911~1991 1l~ .OODSOI nit, 11;( .000301 1992 .. .000Z47 1985 15;( .000356 1991-1994 1~ .000192 l'i86 IDle .00027~ 1995 .. .ODDZ47 -.lnt.,lIt I. c.leul.t.d .. follawlI INTEREST = BALANCE OF TAX UNPAID X NUnaER OF OAYS DELINqUENT X DAILY INTEREST FACTOR -~Any Hotlc. I..u.d .ft.r the tl. b'co." dlllnqu.nt will r.fl.et an Int.r..t cllculltlon to flfl..n CIS) d.v. b.yond the data of the ........nt. If Plv..nt Is IIdl aft.,. the Int.rut co.putatlon d.tl shown on thl Hotle., addltlon.1 Inl.r..t .Ult b. c.lcul.t.d. " IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF ALICE M. RHEINHEIMER LATE OF THE BOROUGH OF CARLISLE SCHEDULE OF PROPOSED DISTRIBUTION Balance for distribution as per First and Final Account filed March 24, 1995. SR5.170.02 Distrihution John 1.. and Jnmie Lipp Principal Cnsh 20,734.86 Income Cosh 557,65 21,292.51 Clara Reinheimer Principal Cash 20,734.86 Income Cash 557.65 21,292.51 Ann Lipp Principal Cash 8,293.94 Income Cnsh 223.06 8,517.00 Mary R. Hawkins Principal Cash 8,293.94 Income Cash 223.06 8,517.00 Ruth Pollnrd Principal Cnsh 8,293.94 Income Cosh 223,06 8,517.00 Neala Eyler Principnl Cnsh 4,146.97 Income Cash 111.53 4,258,50 " Amerlcun Cllncer Society prlnclPll1 Cash Income Cash 4,146.97 111,53 4,258.50 PA Assocllltlon for the Blind Prlncipnl Cash Income Cash 4,146.97 111.53 4,258.50 Amerlcun Heurt Association Princlpul Cash Income Cash 4,146.97 111.53 4.258.50 ~R5.170.02 Statement of the Rensons for the PrnDosed Distrihution The above distribution is proposed in accordnnce with the terms of the Lust Will and Testament of Alice M. Rheinheimer, late of the Borough of Carlisle, Cumberland County, Pennsylvania. In F. Burke, Senior Vice President nnd Trust Officer COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND: June F. Burke, Senior Vice President nnd Trust Officer, being duly sworn uccording to law, deposes und says thut she is Trust Officer of Fllrmers Trust Compnny, the Accountant in the Estute above named, and thutthe facts set forth in the SUltement of the Reasons for the Proposed Distribution are true and correct. In F, Burke, Senior Vice President un Trust Officer Sworn nnd subscribed to before me this ;:)"J duy of March, 1995. ~ Mu.cY>- 0, \,l~tiJ- Notury . tk'l"ir\nISt::'l1 Sh:lron ".. tj')'~:.:!tL1, I VL~r'i I\i!)\iL \'Jesl PUil,';\",,cl ",\-.,J ,',';'1',' - 1', MyCOllltlll';<t;i\ U.j\I';;:;;\U!I! 1:J. MoInt)jt. p(>n!lJY~J~!~::'.-;';;,);j;~iNJi.:'Uit.r:.> fil III o Po<lZl :;!O Po<~ ra.l'l ~E s:!l r~ III "t ..... t ,) u .. Q ;S -~..: ~ ~~ ~ ra.~ !:l<s~~ O!5l!5 i5 f:! ~~E ~~~~ o-l -to .f;Uel Po4i::1-< :oll:><e; l!5~~~tl~~U ~8S:;;Hl'li5~ 8 80~~ra.~ ~~;,,~~ra.~ ~~I:~~~I lI'l '" '" ~ ..... '" '" - ..... ~ N - co .c u It. .. :l ~ .., .. .. C> ~ 8 Q ra. ra. ra. o 0 ~ ~ ...c........I~ t': C) c: 0 I; CI .c. CQ .., !!I! E ,. c: C I: . 01'" 110- S - QJ,e a. Ipl -gll:cn! .. fi :g !i 1 '~J!:i j 5 !sl!sl) 1 Httii I ~ i .1111 )1 '$ [.1 .Ii ~ s I' . ~ ~ i ~.I j J 1~1 1~'I5'15 ~~.: 'il cuCLep- -g =o-5oct~~~c( . '. '. , g~ lS\ ~:Il 3,,, 1~8 no', n, :' ~ -'to. ~ .. '. t! ;-,. (lj ... t,'"l. -.,. t:l C'O -." h" ~;~.t -0 ..:;J< 1.-' '0 .~\;. .eo. = '-' II> 'Uj;: I~ 0 )>;:l. -, \.oJ ~ R ..... III 'c i;ffi~f ~~ ~~- u L.........!!.! :<: r--'~ ~] d . H ~ :' - ~_' .c, <( '. , . . COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21 940674 ESTATE OF ALlCE M. RI-IElNHEIMER, DECEASED LATE OFTHE BOROUGH OF CARLISLE FIRST AND FINAL ACCOUNT OF FARMERS TRUST COMPANY, EXECUTOR Date of Death: July 8, 1994 Letters Granted: August 4, 1994 First Complete Advertisement of Grant of Letters: September 8, 1994 Account Stated to March 24, 1995 Summary IInd Index film Principal Receipts Net Loss on Conversions 2 3 Less Disbursements 3 109,178.79 271.33 108,907.46 23.223,04 85,684.42 2,745.00 Less Distributions to Beneficiaries 3 Principal Balance Remaining 82,939.42 Income Receipts Less Disbursements 4 4 3,448.59 20ri,92 3,241.67 1.011.07 Less Distributions to Beneficiaries 4 Income Balance Remaining 2,230.riO $R5.170.02 Combined Balance Remaining i <i ! '. 3-6-95 -. .' Principnl Conversions Into Cosh Cont. .Q.uin Lw 25M par Northern Trust Notes 4.95% 8.5-95 Proceeds Inventoried nt 24,625.00 24,/iR7.50 Totals ~ 348.44 77.11 Net Loss on Conversions 9-12-94 10-13-94 $271.33 Principnl Disbursements Register of Wills, Letters Testamentary Hoffman-Roth Funeral Home Hoffman-Roth Funeral Home, Death Certificates Cumberland Law Journal, advertising Letters Testamentary Thornwald Home Rowe's Antiques, appraisal fee Register of Wills, PA Inheritance Tax estimate The Sentinel, advertising Letters Testamentary Register of Wills, balance PA Inheritnnce Tax Register of Wills, filing fee PA Inheritance Tax Return Reserved: Irwin, McKnight & Hughes Farmers Trust Company Closing and Filing Costs 264.00 1,272.00 20.00 40.00 813.05 35.00 10,000.00 62.12 1,667.56 15.00 3,275.37 5,458.94 300.00 $23.223.04 8-2-94 8-5-94 8-18-94 8-19-94 8-26-94 10-4-94 10-13-94 11-10-94 Totnl Principal Disbursements Principal Distributions to Beneficinries Personal Property, as appraised, to John and Jamie Lipp, Clara Reinheimer and Neala Eyler St. John's Lutheran Church Salvation Army 745.00 1,000.00 1.000,00 $2.745.00 Total Principal Distributions to Beneficiaries 3 \ g~ ~ ::0::0 ~ '. nIB . '. tT '" r:. .-~. ." ~ I,~ n a: ,; n' :.<J " ?:, , Cl :... ".~ f"' b' ""tl :.;n ; <. ~ :-.3 rv ~~ it, 9" ;.;, ;:+ w u .. l"l i'5lI:21: . " E. 2- " ~ a I' If'l liaa' ~ DO DO R ~ 0-4 DO IUli ..... DO . 0-4 ~ "' N VI . .. 'c "" ,d ,d u . .. ~tnt ~ ... R 1) II ~~ " ~ .., .. ill1l .. to:> '" ~~~. ~ ~ cO" ~ l"l f<< I i- ~~ f<< f<< .~ I a ~i 0 0 i~s~i'15 ~ d ~ ~ ""l!'"15i l"l l"l -5 8 ,0 1: E ...t: CD "- CD'" .. .-'n;.s=.- .cco.c_oaJ _co..ou_.c ~ ~~ I f<<~ ~8f:)~ ~~~ ~f:)~~ ~.~ .~tl!!l "'~s :rl8<e; :z: lLI":~u o f-404'tjO iti8~:;;"'l'l l;; 8 8o=l~f<<~ f<<~-~~ ~ ~~~;:j~f:)H~ ~!3::loH~~~ uBo:z:13o-lf<<fo< '".3 O't)II'Vb I ~r;oo elll AD 'llllMe.ell uOllnql'l IP '0 oln ,pellOI pelodo.d ""M BOUlPIOOOO UI pBB.oep uOllnqllll'p puo AIBlnlo,q. pewlllUOO lunoooV <.:;bbrf.n~.;,VWfJ } '. :' ~\' . . " " .' (Y tv./ STATUSRErOWI' U~DER JWLE Ii, P FARMERS II TRUST Name of Decedent: Alice M. Rheinheimer Date of Death: July 8, 1994 2194-0674 will No.: Pursuant to Rule 6.12 of the Suprem', Court Orphans' COUL.t RulelJ, I report the following with respect to completion of the administration of the above-captioned Estate: 1. State whether administration of the estate is compl ete: Yes_lL.... No__..____ 2. If the answer is No, state when the personal representative reasonably believes that the administration wi 11 be compl eted: ,,__,__,_ .._____ 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final Account with the Court? Yes~_ No..._,... b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A c. Did the personal representative state an account informally to the parties of interest? Yes No,....l.<___ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the cl erk of the OL'phans' Court and may be attached to this report. May 15, 1995 Ja~~:J.fu~-senloi'--V-{ce pr~tident/Trust Officer Farmers Trust Company One West High street Carlisle, PA 17013 Telephone: 717-243-3212 Personal Representative One Wl'St High Stn.'Ct P.O. Box 220 Carlisle, I'l!Illlsylvallia 17013 (717) 243-3212