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HomeMy WebLinkAbout94-00776 PETITION FOR PROBATE and GRANT OF LETTERS dl-ctLf- 77tp Estate of Blh;ISbtlllh c. Lottlor also known as Bettv I.effler No. To: Register of WlIIs for the Deceased. County of In the Social Security No. 199-38-1995 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petltloner(s), who Is/are 18 years of age or older on the execut rix in the last will of the above decedent, dated Hav It and codlcll(s) doted none nomed , 19~ (stlte relevant c;!r",mstanceJ, C.I. renunciation, death or CXCCluor, etc.) Decendent was domiciled at death in Cumherland County, Pennsylvania, with her last fomilyorprincipal residence at H[!Rsiah Villaae 100 Ht. AII[!n Road. "PDpr 1\l1en 'TnunRhip 1>11 17no;o; (list "'<Ct, number and munclpallty) Decendent, then 82 years of age, died nn IIngllRI: ,q ,19 Oil , at I-l"'.,.......:s"'''.~ 1-t00J'P ,'I......L . Except as follows, deced t did not marry. was not dJvorced and did not hove 0 child born or adopted after execution of the will offered for probate: was not the victim of 0 killing and was never adjudicated incompetent: none Decendent at death owned property with estimated values as follows: (If domiciled in Po.) All personal property (If not domiciled in Pa.) Personal property In Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ 400,000.00 $ $ $ WHEREFORE, petltioner(s) respectfuily request(s) the probate of the last will and codlcil(s) presented herewith and the grant oflellers Testar.tentarv (testamentary: administration c.t.a.; administration d.b.n.c.t.a.) theron. t ~i1 6 ...." ~'il i~ a in ~Lty.,.." ~. ~~l<LJ Susan E. Leffler (~~~;~~-GA~~' C~J:;'s "rod "'<'..)"'1 _","IL\~ :" .,'(.,-.1 . OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } S8 COUNTY OF Cumberland The petitioner(s) above. named swear(s) or afflrm(s) that the statements in the foregoing petition ore true and correct to the best of the knowledge and belief of petltioner(s) and that as personal represen. tatlve(s) of the above decedent petltioner(s) will well and truly administer the estate according to law. Sworn to or, affirme9 fnd SUbscribed, ~ <jU~f>--<-\ ~ ~ (~L~ before me this S day of ~1 \.,.,y::c "O!? _~. ...r-~-l~~:~ SE TEMBER 'I 9. ~ a t- 'L'1Jl 'lv ill. ~ ,.. < - t: : ARY'C. LEWIS Regis r'f ' ~ , ~ II( _ ,-, :-"',1 - , j, ---' N 21 - 94 - 776 o. Estate of Elizabeth C. Leffler a/k/a BETTY LEFFLER DECREE OF PROBATE AND GRANT OF LEITERS , Deceased AND NOW September II, 19~, In eonslderatlon of the petition on the reverse side hereof, satisfactory proof havins been presented before me, IT IS DECREED that the InstrumentCs) dated Hay 11, 1990 described thereIn be admllled to probate and filed of record as the last will of Elizabeth C. Leffler a/k/a Betty leffler TestaMentary Susan E Leffler and Lellers are hereby granted to Will Book /I Pase 7J~l'J(J"t2, "'~/n, .<9iJI.&9~r ; Rqlstcr or WIIJJ MARY C. LEWIS FEES i ! i (I i :i I 'I I I I ;1 Probate. Letters. Ete. ......... $ Shon Certlflcates(2C) . . . . . . . . .. $ RenuncIation................ S X-Pages $ JCP TOTAL _ $ 38~:SS Filed.... .!ilimMm. .1.~,. )~.~1......... Richard C. Rupp A1TORNEV (Sup. Ct. t.D. No.) P. O. Box 395 ADDRESS Camp Hill, PA 17011 C 717) 761-:f4!ffi'E ao c :-- :n --"If.' 305.00 60.00 Its.UU , f. -:"1 I .-..... ,- Mailed letters and order to attorney on 9-13-94. I iii'.....' 1'1\ Thh. 1'\ IlllTllil) Ih.11 rill illhlllll.llllllllll'll ~:I\(nl\ tlqllld~ IPI'III111.'t11 ,1lI1111.1~lll,d ll'llili(.lll'1l1 lIl'.llh dul~' rill't1 wilh me as Ltlf.1I Hq:I'tIIJI TIlt' 1l1l~:III.d, (11dll ,Ill' \\ 111111' IHI" .1I'!I" III Ih, "'I.lh Vnd HI \11111... (llllu' fill' 1'l'I'III,lIll'lIl lilin}.!. WARNING: It II IIloonl to dupllcnlo Ihll copy by photoslnt or photograph. Fn' Inl Ihi, ~t'llIh, .llt.. $"00 2513232 Nil /J 0:"- C,t"4Mz..l /.?;:l~r'N-<.~v:r---'~ . -......-.. -----(~--- I.lInlllh'HiMnlr .,___A.l!!LLU094 D.lll' COMMONWIAL'H 0' 'INNIYLVANIA . OEPAR1MINT OP HEALlH . VllAL RECORDS CERTIFICATE OF DEATH fliJ10iTIl I.........""...' . ~... __..II..."'e...." lloC 25 '(W'DlArH Chouwh::k .'11 'W"U MJMMA IOCIAL IlCUA1TY NUU.lII .. 199 38 1995 ::"'0 '=-~':n'~ -- Widowed Itlite --- ......_NrIlIf t".[!_~""" 'wr Allpn ... .. :land 1'..0=-=. WO,..,...~,.....................'-'-I ~'lorence Moore (I CnldWllll 0""- 2943 Ponna Ivania ........ c....,. - IIvenue Charleston W 25302 ""'" - ___IJ lJ Verona Caretery OakIront. Pi! IUoWI AND ADOAl.. a' era-Harner FUneral Ibne UCIHMHUWKA 1'-tiUi>>~-mt(iIWWiii.i1i '-1M~-rti"'OI",c;lD'1 . ~- . .. _.---. . \1ft M.lft>>tY. l6AHtIt " ON' ot IHJUA., 'lMIotlfU..lfllY UoIII,....,....to ,,,,,,,,,0.,__, =:I~f"(W""* "-II er............. 0 _[.I ,__0 .. CJ 1M 0 ....... (J CNf"".---.. 0 ru.c:.0l'1NJUfI.,.A1......'-"'.......,..-.... u. .... ...,. ~..~" .=.;=~~,...,.....~.'"'~.._,~............."..._'-....~......IW"'~brl'lI ".. ................. .....-............ .-.t...... _ M....... .,...,.............'................................ llw u..J:5 .............. ...................-...-MIhe.... l....._'_..HroII-... ~'.UUUI..... -.- ........II~- .-'~lf?~lU'ttf.!tr..l ~w.LJ "-r g -~.v.ot"".'..'"'I&t4..tI't>t._I........_"""'....IW.,'.."..,..o:_d-.. .............. .,......... ......w................,.... ,....,....M.. ....ltIoIoe4ll...._..IlIllM... .............. ......... .1II.I*:A1...A.....~.1I 0lIl....... ..................... ""......*'.'" ,.,.,.,...,........ .'''''"111 ~ I!IN...... eM pIN'. IIMI.".... uu~'I_ 'l.~............,....,..,...,......"...............,........................................................ r.;;j ~ 6aLe?dJ '" IARl 1O..0ICAL1 ",0 ..0 .. - -- --- P'NfY .1 '*'*.............. -....... dMI\ ... "".........M..~_....lNrMTl '- 1'UlIA.,IflWORll1 DlICAlllHOWHJUlfrOCQlfNl). ... 0 NDD L.OCRlOHI5"_.~"" ow. Ol'Clftllf"Cft f\U) I'. ~_.~ OF ELJ:ZABETH C. LEFFLER I, ELIZABETH C. LEFFLERr of 311 April Drive, Camp Hill, Cumberland County, Pennsylvania l70llr being of sound and disposing mind and memory, do hereby make, pUblish and declare this for and as my Last Will and Testament, hereby revoking any and all Wills by me at any time heretofore made. ITEM I - I direct my Executrix, hereinafter named, to pay all my just and lawful debts and funeral expenses out of my personal estate as soon after my decease as is convenient. ITEM II - r give and bequeath the following: A. To st. stephen's Episcopal Cathedral, Harrisburg, Pennsylvania - $2,000.00. B. To st. Stephen's Episcopal Cathedral Al tar Guild, Harrisburg r Pennsylvania - $1,000.00 1 controlling the corporate fiduciary or its successor and common trust funds and mortgage inveetment funds whether maintained by my corporate fiduciary or its successors or others) r without restriotion to investments authorized for Pennsylvania fiduoiariesr as she deems properr without regard to any prinoiple of diversifioation or risk. c. To sell at publio or private sa1er to exchange or to lease r for any period of time, any real or personal property and to give options for sales r exohanges or leases, for suoh prioes and upon such terms and oonditions as she deems proper. D. To allooate reoeipts and expenses to prinoipal or inoome or partlY to eaoh as she from time to time deems proper. 4 E. To hold property in her name without designation of any fiduciary capacity or in the name of a nominee or unregistered. ITEM VII - I nominate and appoint my daughter, SUSAN E. LEFFLER, to be the Executrix of thisr my Last Will and Testament. In the event SUSAN fails to qualify or refuses to act as the Executrixr I nominate and appoint CUMBERLAND COUNTY NATIONAL BANKr New Cumberland, Pennsylvania l7070r to be the Successor-Executor of this, my Last will and Testament. ITEM VIII - I direct that my Executrix shall not be required to give bond for the faithful performance of her duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on 5 SELF-PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA (l"..J,.,l ~ ,<.J. : . . SSe COUNTY OF . . WE, ELIZABETH C. 'K:-",{.,a.,.}... C'. ~~ LEFFLER, and M~ f' "'.ev- + G. /? J(Jy.::;>Tr; , and (")f>r.\-r-ud-l A .m....:J\I-'\U1f" the Testatrix and the witnessesr respectively, whose names are signed to the attached or 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 (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnessesr in the presence and hearing of the Testatrix, signed the Will as witness and to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. ..-" .. W) ) ~-I '-.... n U::.,..lL (2 ~~, -'2.. 'L tJ,j EL' BETH C. LEFF Testatr x r~-G~~ ~: -< r: Ie; WItness L .JJ, I fIT L rl 9 O. tU..MlJu L~ ~ SUbscribed, sworn to, and acknowledged before me by ELIZABETH C. LEFFLER, the Testatrix, and subscribed ~nd sworn to before me by W-r 'or.-+ 6. 9LJ-fp J J o{" '\Z~ c\..,CNC). ~. (( ur P , and (~o,,"-\.f1..:)rtJl_ A. ~u \ \-,~ ri", , witness, this 1/ ~', day of 4" . , 1990. <Y.A.I;..t.~~f'\-z .7/, Notary Ptlblic C,.t., r <,-~ 'I~!,\~. ~-C\1. \!lriG::~:,', U '::,'; h :-\"~,'\!lY punuc l17H:i" II; ;; ',; . -, ;:, Cl,,:.l:' ;i./,rlJ CO., PA. MY 1';(.:,\' .:j\ L'i,--'!;';l::~ IJ'IL 2, 1;)'1~~ ----..---."',.--.-------.-- ..~.__._..- Inventory of the real and personal estate of ELIZADETII C. LEFFLER deceased 1. 359 Shs. A T & T Corp. @55.375 2. 208 Shs. Ameritech Corp. @41.875 3. 140 Shs. Bell Atlantic corp. @54.875 4. 157 shs. BellSouth Corp. @59.375 5. 140 Shs. Nynex Corp. @38.750 6. 200 Shs. orange & Rockland Utilities G30.125 7. 140 Shs. Pacific Telesis @33.000 8. 210 Shs. Southwestern. Bell @41.875 9. 140 Shs. U.S. West @40.000 10. 1 $5,000.00 Dauphin Co. Pa. Hosp. Auth. Rev. 7.25%, @104 7/1/96 (Hbg. Hosp.) DTD 11/1/87 11. 1 $25,000.00 York Co. Pa. Hosp. Auth. Rev. 8.75%, 12/1/94 DTD 11/1/84 (Hanover Gen. Hosp.) @100 12. 9802.255 Shs. Delaware Group Tax Free Pa Fd @8.72 Acct. #5077209285 13. 8213.790 Shs. Franklin custodian Fd, u.s. Govt. securities Acct. rl0150010434 @6.91 14. 3482.000 Shs. Keystone Tax Ex. Trus't @10.39 Acct. #301001257846 15. 4766.432 Dreyfus premier state Muni Be Fd Pa, Class A Acct. #1000934040 @16.85 16. PNC Bank savings Account Number 5130105065 Opened 1/1/83 17. Legg Mason Cash Reserve Trust 18. 1984 Chevrolet 4 door TOTAL. . . . . Information only Real Estate - cottage . . . . . . . . . . . . . . . . . . . . in Ontario, Canada 19,87963 8r710 00 $ 7,682 50 $ 9,321 88 $ 5,425 00 $ 6,025 00 $ 4,620 00 $ 8,793 75 $ 5,600 00 $ 5,200 00 $25rOO 1$85,475 I $56,757 $36,177 $80,314 $ 60 13,386 $ 2,50 381 47 # -. ,,'.''''' - ---- ---- --- ------ ----- -- - -- - - - -- - - ------ D AMOUNI RECEIVED fROM: 101 ..8.32 RUPP RtCHARO C POBOX 3915 CAMP HILL PA 17001 SSN 199-3B-199l5 IR 1 M cau 1 II D II H fa TOTAL AMOUNT PAID ."'"", ~ MI\IW c. 1.~!:!6.<., REGISTER OF WILI.S SR_32 REMARKS RUPP & ME1KI.E,ATTVS. , SEAL CHECK" 3007B RI'GISTER OF WILLS _-----------------------------r-,....,.--- , .' . . r , . " , ....~ ! . -.. ..........."'......-- ,. _.._--:..................._..~ ~..., .. ~. -." . \ -. .... '" - .. ,-. . _ ____ _ _ _ _4 ._~ _. _ ~ "__4 _., ___ _._.. ....-- .._- ---.-- - -_. -- - -- ~----- ~~.f)W'.,';1~. '."i,...",i.~_~~.5J.lii"~'~r~\~l5';;:~!\\Oi~lI'~.j'l!!'~~;\\ 9~'~0,\,*:lM"'9::!~~13i'~2'~ "2:'5l,fl,f~fi!t,!..t~K;;f:$YRb'~R~W~ALT~: 9.~.lP~~~lIX~~~~" "ii'^ "." ~"'" -~';\~.vl.'iT.::""'f/i'Ci\,'''{' DIPARTMINT OP RIVINup:."'i'~,,,i;.\:!'fN .,.,,~)\~~~i'i~;~~~'i:'?kfOFZii!rA~i~'lc.jj.f{.rPEN'N' ytv.....'.AfiNH<ff(AtrcElf:N~'iS1: ....t...lX",.....":'"!'Z".,.,'G.'i".l........,,,,,,,"',., "" ,,It,.,~I'fI,,.....,,ft...,,'' ",.fl,..... .., ".P ACN ~ ASSESSMENT I'l' iii CONTROL IiOI NUMBER RECEIVED FROM: AMOUNT RUPP RICHARD C P 0 BOll 39~ I\)1 ~lb,~;;JV.13 CAMP HILL PA 17001 '0(0 kilt ,~O Hilt - ESTATE INFORMATION, !II MBER g el-1994-0776 A EJ NAM II BP SSN 199-38-1995 R T MI LEFFLER ELIZABETH C M MA T N CUMBERLAND A A REGISTER OF WILLS m TOTAL AMOUNT PAID .1 b. e30. 13 92' P~ / ,r' ..... ~ . RECEIVED B~'?JZ.A.I~w.~..:u MARY C. ':::? REGISTER OF WILLS REMARKS RUPP & MEIKLE, ATTYS SEAL CHECK" 10ee - --- -- --- --...-.~.--~-~~ -- -- _......-- _._-~--,- -- ------- --- - ----- - --- . ., I i , p . , ' . . - .. -.... ~""'.....-- . ....M. __ .__-~-,........~~.d~ ~.-,t.r-.. ...... I I I I I I .1 I I I" 'OIDO/tf I I r , I I I i I i I I I I I , i i I ... -. .- .... "~. ..~ . - - - --- - - - ---. ---- - - - ~-~ _.-- ~ -. -- - -------- ,~~'~ '~t,,\-~i,t~;-~.':;r&f1j;i1. .~l+t~-;"r}l'.;.~i;;:.::~:r.]:~;~~,~~r~'r',. ~~'$ ':'~_";.::t~...-.~t;',.~..:fZ <lfl'ir.;}.~,1<'~b"(. ,,~';',i;l/~fff,t~,n\ ;;!frt~I"l~..:~!;-{j".~.;O-l-i..'i;iY'\I .~~'~::'~I-~i-j~'.~~'r~~::-jtt~1,}'~,-'.~,~':t ~:',~r:_t'-':">~,~ --"'i\:"';:'r~.,;:~~.;~~~:~;t~~_~~"t'_:J "~";rM' '~'- ; <-;c.,., "i, . "i,;' ;;;r;,', COMMONWEALTHOF!P~NNSYLVANIA',.." . ~ !r<, .'ii:" ;i; f"::- :'1" ' - .. ,;i: , Ji,; ,9 a::3 223f~,:;::;I;,{t\'d:" \";~:DIPARTMENTOP"!ii,yINUIK';;~r,_~(.t'~;,:',;': i~;'r:;; ;.,; ; ~'i~ ''.I'i ';i FuliW~~tt*~~~;t::o~FJC:I~L!~~CE!""e,:'~E~~#LV~t-li~'IN~E~jt~NG~~N:D.ESrATE,TIUC:~' ,I; :,;;;: :0.; ~!:H":"..~=:",.,i,'i . .... . RECEIVED FROM: fJ ACN ASSESSMENT CONTROL NUMBER AMOUNT m RUPP RICHARD r.: POBOX 393 101 .O~O.bq CAMP HILL PA 17001 'OIDHflf ESTATE INFORMATION, 1':'1 F MER Y el-1994-0776 1':'1 AM 0 N LAST ~ LEFFLER ELIZABETH C II EO 'JiM I!JP MAR T SSN 199-38-199:5 T MI o T A CUMBERLAND REMARKS m TOTAL AMOUNT PAID RECEIVED ;~~. MARY C. LEW-U" REGISTER OF WILLS SUSAN LEFFLER SEAL CHECKII 1168 . REGISTER OF WILLS - --- - - -- - ----- --'--- --. - ----._ __ ___4 _ ___ _._ __ _ __ _ __-.._ ___ ..! ... . - . . '.h , , , . , ,. -- --..--- . -'-, " __ ,._____~:......__.._.~ .""1 I.......... \ ..- ......- ~, - . ~--------_._------_._,-,--------------- ~~1l1l'l:"m'a:'~1 ~..'!I!l',I-I.,..,lt~~'rf.c(l'u; . . '\\"'\'~.,,:U0~~':~J>,;~ ,*~:!i;"l<JVol~'t!1!1!'-!;~""rc""l'~..~, . -'fjl.:)1';'1\)J~i1~{';p.,. '. 'C. OMMONWEALTn;OF-l'EN ,~N A. D-"owMgc1J;'3 22 2" i. . ,..,"-...".."..,."'i.'.',W., ..#,........, "'.' "<"'hh,".", <0" '. U..:J. . ~"r" " ,.;- ,!"--:~!i~k?pl:."if';J;\I*tD RTMENl;O~.R.V!NUI:\-~~\:.l?ri."~~'fi%;:." .. ,q,{." . i-.", ,it"""'''''''''i....1'l'';!.;'!~''f'i''''' ",..""."..I~..'."rj ,,,;~t. . e;i..~n~;.'1;'::X\!~~~:.;~gr"'$=I,~~,~":E),~;'i~~~Ns.~V~!iJlvN.,~R!r~.J:~,~!4.!),m~TEi!~. ACN ASSESSMENT CONTROL NUMBER RECEIVED FROMI i m AMOUNT RUPP RICHARD C POBOX 39~ Ju1 .&t,vuu.uu CAMP HILL PA 17001 101011'" 21-1994-0776 seN 199-38-199~ DO LATI FIR M LEFFLER ELIZABETH C 'AM co y CUMBERLAND A A REMARKS m TOTAL AMOUNT PAID .'+.000.00 SUSAN E. LEFFLER SEAL ~-' (../ RECEIVED BY ~_.. MARY C. LEW REGISTER OF CHECl<fI 2920 REGISTER OF WILLS -------------------------- ---- . .---- .. -.. - .--itl r_.o ~-'. --.- _..---;'.-.---..~H ICI-. . \. I FR~NI RUPP AtlO MEIKLE 5 FAXI ;'17-7'30-0214 Ilov-23-94 U.d 16131 PAGEl 02 IfV.IWQ U. ",VAI . Jl..1 -.".:1 3'/ '-J.. ~ if! ! i 8 g PO. DAns or DrAm An.. 12'~1 /91 CIIICK IIIKI Ir A IPOUIAL !'OVal" CKlD" II CLA/MID 0 rill NUMBU --_. 21 COUNTY COD!. INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER Of WILLS) Dr Hcooiah Village O^,,-Q',"i,IYi.-- 100 ML. Allen Rd. 12 25 t911 ~~c an CA Ilr I PA 17055 IAl (CUlm., '4UM'llIl" '. "M m C "1Il1Kt1 Nr i .. (OMMOp..'WIAlfH 0' rrNNIWIVANIA Df,...a'MfN' 0' "V,t'.lUf HAII"fJlk J~.f,I......, N' I... AN MIOl . LRFP~rnR, ELIZABETH C. 'O"^L "cui",., HUMU/Il '-Il'tllT" It .199-3B-199!i L!u..2\l,LJ ~911 I"""",ICA'l.&, IU........'t40."OVII'. 1"""1 Il.4II. fl'" A.....'CtO'1 ""IlAII 1991 "IIR 00776 NUMI!R IXJ 1. Orlnlnal R.furn o 4. limited !IlntA IXI 6, PIt.d.n, Pl.d T."." (Alla,h copy of Will) o 2. Suppl.m.nli:tl R.h,," o ~a. f"'",, In'.r..f Comproml.. (fa. dal".f d,a,h aher 12.12,82J LJ 7. P.c.d,n' Malnloln.d a U.1ne Trw.t (Anach copy 0 TrUll) o :I. R.malnder R'furn (for do'.. of d.alh prior to 12.13.821 o 6. f.d.rol elf 01. Tax R.turn Rtqwl,.d ...0. e. TOlol Numb., of Saf. O.podt Iou. ~ I 1. Roal E.'ol. ISch,d.l. A) ,. S'ach nnd I.nd, ISchod.lo BI 3. Clonly H.ld S,ock/Partn."MI' Intoroll ISchodul. q ~. MnrfOoD.' and NOI.. R".I\lobl. (Sch.dul. DJ 5. Co.h, lIonlc C'poll'. & Mllc.llon.oua P.noRol P,oporty (Schodul. EJ 6. Joltul)' O.....n.d Prop.rly (Sch.dul. '1 " Tran"./I (Sch,dul. OIIS,h,dul. LI O. Tolal Oron AU,,. (tolal Lln.. 1.7J 9. 'un.rol E~."I", Admlnla',all\l' Ca.II, Mh,.AIIC'lftlflou. bp.n... (Schedul. HJ 10. Oahll, Mortgnge lIabllltl.., lI.n. (Sc~,dwl. IJ II. Talal O,duCllon, ('.'01 L1no. 9 II 10) 12. Ntl Volu. of Eliot. (lIn. e mlnu. Lln. 11) 13. Charltabl. and OO....,.,..,.'l'Ilnl floquo'h (Sch.dul. JJ !... N.t Vnlu. Subl'clto TOK t~I~~ 12 mlnw. L1n. 1:1) 15. Spaulol 'trn".r'lr' (for dal.. of d.olh aft., 6.3D.9"1 5.. InUNction. for Ar,pllcabl. P.rtanlaoa on RttvnrlO Sid.. (In,lurfl 'In"'.'''' rom 5ch,dul. K or Sch.dul. M.J 16. Amounl of Un. I" lallabl. 01 6% ral. IInclud. val".. from Sch.dul. K nr S,.hedulo M.I 17. AmOllnt of lIn. 14 laxobl. 01 15.. rQI. (Indude '11011,1.. from S"h.d"l. K or 5th.dul. M.) 18, PrIncipal lOll du. (Add 11:1,11 Irom Un.. 16, 16 and 17,) 10. Cr.dlta 5roulal PO'll"')' Cr.dlt Prlur Puyment. Alll ... Rupp and ~Iei kle 355 N. 21Bt Street. Suite Cllm_ HJIIL PA. 17011 (II .0" 121 i.,3.~4, 983.07 o 131,0.... I ~ I "__ (51 $ 16,48B.64 161 $ (7) - 303 . 7.422.70; o (9) (1 OJ $ 11. 295.98__.. $ 6,.;316.18 18J j.~~,8,894.46 Ill) .L12!,!,12.16 (12) $371, 282 '.~P.. (13) $ 7,000.00 Jt~l . $~64, ,?_~2 ~ 30 (IS) 116) $364,282.:if! (171_."..., . ..._x.__ ._x .06 . $ 21,856.94 ~ ,15.. IntD"'t 1181 ..~. 21,856.94 $ 20.764.09 Dluoun' + $1,092.8!!. -..... + (19J 120) 20. If lInA 191. D'llIol.r Ihnn Lln. 18, .nt....he dlll.,.nu on Lln. 20. Thh h lh. OVIiA'AYMEHT. .0...I"I"1I'I111......-1_....._.. ......,...... I'1'1'I'I"I__ ......~....... 21. Ir lIn. 10 It o,nntnr Ihan L1n. 19, .nlt, th. dlff".n", un L1n. 21. Thla Illh. tAX nUl. A. fAt., Ih. Inl.r.'1 on ,h. balanc. dw. on L1n. 21A, 8. !nler 1M total or lIn. 21 and 21A on Un. 218. ThI.l. tho BALANCE DUE. Malee _~h'tk PayaWa ta, R.o'''.' D~!"" Agent (211 $ 20,764.09 :~::I :J2o; 76',r:09' Ad 148 o' 1994 provide. for the redudlon o' the tax rate.lmpoud on the n.t valu. o' tron"en to or for the un o' the .pou... Th. rat.. a. pw..crtbed by the datute will bel e 3~ (.03) will b. appllcabl. for edate. a' decedllllta dying on or aft... 7/1/94 and be'ow. 1/1/96 e 2~ (.02) will b. appllcabl. for edat.. a' decedents dying on or aft.r 1/1/96 and be'ow. 1/1/97 . 1~ (.G1) will b. appllcabl. for .date. ~~ decedents dying on or after 1/1/97 and below. 1/1/98 .'," . . e Spo..... tron".n occurring on or after 1/1/98 will b. exempt from Inh.rltance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS IY PLACING A CHECK MARK (,...) IN THE APPROPRIATE BLOCKS. U 0 1. Old deced.nt make a trander and: "...a. retain the use or Incom. of the property transferred, ....................................................... x X X b. retain the right to de.lgnate who .hall u.. the prop.rty transferred or ItIlncom., ..........-... c. retain a ....,enlonary Intereat; or ................................................................................... d. ..-ceIve the pramlse for life of either payment., b-.efib or cant' ....................................... 2. If delllh occulT1ld on or before C.cember 12, 1982, did decedent within two yean preatd!n9 death tran.f.r IJroperty without receiving adequate conlldaratlon' If death ocalired aftW D_mb.r 12, 1982, did deced.nt trander property within ane year of death without l8ClIIvIng adequate conllderatlon' ................................................................................................... x 3. Old deced.nt own an 'In trult for' bank account at hi. or her death'...................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. . '.J ESTATE OF: LEFFLER, ELIZABETH C. ITEM NUMBER 359 Shs. A T & T Corp. @55.375 208 Shs. Ameritech Corp. @41.875 140 Shs. Bell Atlantic corp. @54.875 157 Shs. BellSouth Corp. @59.375 140 Shs. Nynex corp. @38.750 200 Shs. Orange & Rockland Utilities @30.125 140 Shs. Pacific Telesis @33.000 210 Shs. Southwestern Bell @41.875 140 Shs. U.S. West @40.000 1 $5,000.00 Dauphin Co. Pa. Hosp. Auth. Rev. 7.25%, @104 7/1/96 (Hbg. Hosp.) DTD 11/1/87 11. 1 $25,000.00 York Co. Pa. Hosp. Auth. $25,000.00 Rev. 8.75%r 12/1/94 DTD 11/1/84 (Hanover Gen. Hosp.) @100 12. 9802.255 Shs. Delaware Group Tax Free Pa Fd @8.72 $85,475.66 Acct. #5077209285 13. 8213.790 Shs. Franklin Custodian Fd, U.S. Govt. $56,757.29 Securities Acct. #10150010434 @6.91 14. 3482.000 Shs. Keystone Tax Ex. Trust @10.39 $36,177.98 Acct. #301001257846 15. 4766.432 Dreyfus Premier State Muni Be Fd Par $80,314.38 Class A Acct. #1000934040 @16.85 Total $364.983.07 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. SCHBDULE B STOCKS AND BONDS FILE NUMBER: 21-94-00776 DESCRIPTION VALUE AT DATE OF DEATH $19,879.63 $ 8,710.00 $ 7,682.50 $ 9,321.88 $ 5,425.00 $ 6r025.00 $ 4,620.00 $ 8,793.75 $ 5,600.00 $ 5,200.00 1.IY1S01I'''IU7J -!jt.. COMMONWfAllH O' PfNNSYlVANIA INHUnANCI TAX I"UIN IUIDINT DICIDINT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Pleale Prlnl or 1 0 FILE NUMBER 21-94-00776 ESTATE OF LEFFLER. ELIZABETH C. (All p,op.rt., lolnllv~".d with tho RI,ht .f Su,vlvonhlp mu.t h, dlsc,...d on Sch.dul. f) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH See attached Bchedule TOTAL (AlIa Dnlor an line 5. Reea S 16,488.64 (Allach additional OW" )C llH ,h,." if more 'poco I. "..d,d,) SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF: FILE NUMBER: LEFFLER, ELIZABETH C. 21-94-00776 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1- PNC Bank savings Account Number 5130105065 Opened 1/1/83 $ 602.36 2. Legg Mason Cash Reserve Trust $13,386.28 3. 1984 Chevrolet 4 door $ 2r500.00 TOTAL. . . . . . . . . . . . . . . . . . . . ,S16.488.64 IIVUOfI" m.lI, * COMMONWrAUH OF PENNSYlVANIA INH(IUfANCE TAX R(TURN R(SID(NT DECEDENT I SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF LEFFLER, ELIZADETH C. FILE NUMBER 21-94-00776 Jolnll.nontl.l. NAME A. Susan Leffler ADDRESS 2943 PennsYlvania Avenue Charleston, WV 25302 RELATIONSHIP TO DECEDENT Daughter B. C. Jolntly.own.d prop.rty. ITEMEI LmER DATE FOR TOTAL VALUE DECD'S DOLLAR VALUE OF NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT I. A 1/1/78 PNC Bank Checking Account Number 5140037326 $14,845.49 50 $ 7,422.75 TOTAL (AlIa enle, on line 6. Recapltulatlanl S 7 422.75 ill more space is "..d.d insert additional sh..II o( some size) Ilvnua..ul" 9"J~'~ ~ COMMONwlAUH 0' ,fNNnlVANIA INHllnAHCIIAI"fUIN ..IIDIHIDleIDINI SCHEDULE J BENEFICIARIES ESTATE OF LEFFLER, ELIZABETH C. ITEM NUMBER ITEM NUMBER FILE NUMBER 21-94-00776 NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE RELATIONSHIP A. Taxable Slquellll 1. Susan E. Leffler 2943 Pennsylvania Avenue Charleston, WV 25302 Daughter Imide NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. CharUoble and Governmental BequIIII: 1. 2. saint stephen's Episcopal Cathedral 221 N. Front street Harrisburg, PA 17101 saint stephents Episcopal Cathedral, Altar Guide 221 N. Front Street Harrisburg, PA 17101 saint Thomas Episcopal Church 374 Delaware Oakmont, PA 15139 Central Pennsylvania Chapter National cystic Fibrosis Fo~ndation 3805 Paxton Street $2,000.00 $2,000.00 $1,000.00 3. $2,000.00 4. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTSIAI.o ente, on line 13, Recopitulotionl Ilf rnor. Ipac. II n..d.d, Inurt addltlonolth.... of 10m. Ilz.) 5 $7,000.00 , I ~ )'1 Ii " ,}.. ~ ,\1/ I~C{.(.i j ) \: :<1 of Rc : I ,.,'l.lIs 'SS ,'[0 -7 mo :20 CERTIFICATION OF NOTICE UNDER RULE 5. PiD.'l., ":.,,", 'I~,~ ttrrl7.J ~ . _" 'Of Namo of Decedent: ELIZABETH C. LEFFLER Dato of Death: Auqust 29. 1994 IHll No. Admin. No. 1994-00776 To the Register: I certify that notice of boneficial interost required by RUle tho orphans' Court RUlos was servod on or mailod to tho beneficiaries of the above-captioned estate on November 21, 1994: 5.6(a) of following Name Address Sus e fler saint stephen's REV"1547 EX AFP (120941*, COMMONWeAL III or plHNsnVANIA ACN 101 O[PAR'"[NI or R[VENU[ NOTICE OF tNltERITANCE TAX !UR[AU or INDIVIDUAL tAlC[5 I. APPRAISEHENT, ALLOWANCE OR DISALLOWANCE ~~:~is~~:~~lpA 1I1"8-0bOl Ie OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 02-28"95 ESTlI'fE OF L""EF - FILE NO. 21 76 DATE OF DEATH 08-29'94 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PDRTlON DF TltlS FORH WITH YOUR TAX PAYHENT TO THE REOISTER OF WILLS. HAKE CHECK PAYABLE TO "REOISTER OF WILLS. AOENT" REMIT PAYMENT TO: I I :v i I I li- I,e/'/. ,L I L{ - XH - ,J. RICHARD C RUPP RUPP 8 MEIKLE 355 N 21ST ST CAMP HILL STE 303 PA 17011 REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE. PA 17013 (\ L..--- .. 1,.__ , HOUSE Anount R..Ut.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE\i:is'4-;-Eif'Aiiij'iiz":94Y-iiii'ficEuciTi"NHEiiii'AN"cE"YAx" AP;;iiiiisEHEiii'";-ALroiiiiN'cnflinun----------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LEFFLER ELIZABETH C FILE NO. 21 94-0776 ACN 101 DATE 02'28-95 TAX RETURN WAS I I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST 0 SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL 1. R..l Eat.t. (Schedule Al (1) Z. stockl and Bonda (Schedul. 81 12' S. Clo..ly Hald stock/Partnership Int.r..t (Sch.dule C) (31 4. Hortg.g../Nota. Receivabl. (Schedule OJ 14' 5. C.sh/S.nk Deposit./Hi.c. Person.l Property CSch.dul. EJ C5J 6. Jointly Own.d Property ISchedul. FJ C6J 7. Transf.r. CSchedul. 0) C7J 8. Tot.l As..t. APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Fun.r.l Expenses/Ad~. Co.t./Hisc. Exp.ns.. (Schedul. HI C9J 10. D.bts/Hortg.g. Liabiliti../Liens CSch.dul. U (10J 11. Tot.l Deductions 12. Het V.lu. of r.x Return 13. Cherit.bl./GoY.rn~ent.1 a.qUe.ts (Sch.dule J) 14. N.t V.lu. of E.t.t. Subject to TaK If an assassmant was issuad praviously, linas raflact figuras that includa tha total of 6hh ASSESSMENT OF TAX: IS. A~ount of Lin. 14 16. AMount of Lin. 14 17. A~ount of Lin. 14 18. Princip.l r.M Du. I CHANGED Q.O DO 364.1JtI'3.o7 til ,. . DO -, .00 GJ 16.488,64 N 7 .422.75 r.o ..(.00"22 ~. (8)1-.." :-0 l (,~) 11.29'1;';'98 0 6.316,18 1111 1121 llSI 1141 :u "11"_, I\~ P -- ~e8.894.46 ';~. 17,61:> 16 371.282.30 7,000.00 364.282.30 NOTE: 14, 15 and~or 16, 17 and 18 will raturns assassad to data. at Spou.al t.K.bla .t t.xabl. .t rat. Lin..I/Cles. A rat. Collateral/Cla.. Brat. lIS1 1161 1171 TAX CREDITS: PAYHENT DATE 11-28-94 11-28-94 11-28-94 11-28-94 RECEIPT NUHaER MM913222 MM913223 MM913224 MM913225 DISCOUNT 1+1 INTEREST I-I 210.53 27.67 .44 854.21 .00 K .03_ 364,282.30 X .06_ .00 X .15_ lIal AHOUNT PAID 4,000.00 525.64 8.32 16,230.13 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATIDH OF ADDITIONAL INTEREST. .00 21,856,94 ,DO 21,856,94 21,856.94 .00 .00 ,DO IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl, YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I RESERVATION I E.tet.. 0' d.c.d.nt. d~lng on or b.'or. O.c..b.r 12, 1982 .~ I' en~ future Int.r..t In the ..tat. I. tren,'.rr.d In Po.....lon or .nJo~'.nt to CI... . (collet.rel) b.n.fle'erl.. of th. d.c.dent e't.r th. 'MPlr.tlon of env ..t.t. for II'. or for ~.ar., th. Co..onw'llth h.r.bv 'MPr...lv r...rv.. th. right to .ppr.I.. end ...... trln.f.r Inh.rltancl T'M" .t the I.wful CII.. a (coll.t.r.l) r.t. on 'ny .uch future Int.r..t. PURPOSE OF HOTICEs To fulfill the r.qulr...nt. 0' S.ctlon 2140 of the Inh.rltanc. and E.t.t. T.M Act, Act 22 of 1991. 12 P.S. S.etlon 21,.0. PAVHEHT1 Dltach the top portion of thl, Hotlc. and .ub.lt with ~our p.y..nt to thl RIgl.t.r of Will. prlnt.d on the r.vlr.. .Id., --H.k. ch.ck or .only order payabl. tal REGISTER OF MILLS, AGENT All pa~..nt. r.c.lv.d .h.11 flr.t b. .ppll.d to .nv Int.ra.t which .ay b. due with .ny r...lnd.r appll.d to the t.x. REFUND ICR)I A r.fund of . t.x cr.dlt, which wa. not r.qu..tad on th. Tax R.turn, .ay b. r.quI.t.d by co.pl.tlng .n "Applle.tlon for A.fund of P'nn.~lvanl. Inh.rltan~. and E.t.t. ,.." (REY~1111). Application. ar. avallabl. at the Offle. of the Rlgl.t.r of Will., eny of th. 23 A.v.nu. Ol.trlct Offlc.., or by cllllng the .p.elel 2"-hour an.werlng ..rvlc. nu.b.r. for for.. ord.rlngl In P.nn,ylvanle 1-100-36l-20S0, out.ld. Pann'Vlv.nll and wUhln local u.rrlsburg .rn 17171 717-1094, TOOl (7111 772-2252 (H..rlng IIp.lnd Only). OBJECTIONS1 Any p.rtv In Int.r.,t not I.ti.fl.d with th. .ppr.I....nt, .llow.nc. or dl..llow.ncl of d'ductlon., or ........nt of t.. (Including dl.count Dr Int.r..tl .. shown on thll Hotlc. .u.t obJlct within .Ixtv (601 dav. of r.c.lpt of this Hotlc. bYI ..wrltt.n prot..t to th. PA D.part..nt of R.v.nu., Bo.rd of App..ls, D.pt. zaUU. H.rrlsburg, PA 17121-1021, OR ~..I.ctlon to hnv. the .att.r d.t.r~ln.d at Dudlt of th. account of th. p.r.on.l r.pr...ntatlv., OR ..epp..l to th. Orph.n.' Court. ADHIH ISTRAlIVE CORRECTIONSI Fectu.1 .rror. dl.cov.r.d on thl. ........nt .hould b. addr....d In writing tOI PA Oepnrt..nt 0' RlVlnu', Bureau of Individual T.u., ATTNI po.t A.......nt R.vl.w Unit, D.pt. iU601. Ilarrlaburg, PA 17liB-0601 Phon. (711) 787-6505. S.. p.g. 3 0' th. bookht "In.tructlon. 'Dr IMltltanCl Ta. If.turn for. Re.ld.nt D.c.dent" CREV-ISOI) for an ..plon.tlon of ndllnl.tratlv'IY correctable errora. DISCOUHTI If Dny taM due I. p.ld within thr.. (3) cal.nder .onth. aft.r th. d.c.dlnt'l d.ath, e flv. p.rc.nt (S~) dl.count of the tnM paid I. allow.d. INtEREST I Int.r..t I. ch.rg.d b.glnnlng with flr.t day of d.llnqu.ncv, or nln. 191 ,onth. and on. 11) day frol th. d.t. of d..th, to th. d.t. of p.y..nt. T.... which b.ca.. d.llnqu.nt b.for. January I. 1982 b..r Int.r..t at th. rat. of .IM (6iO pereant pit .nnu. calculat.d nt . dallv rat. of .000164. All tu.. which b.ca.. d.llnqu'nt on and after Janu.ry I, 1982 will bur Intlr..t .t II r.t. which will vary frol cal.ndar y..r to cahndar yur with that rat. 8nnounc.d by thl PA D.put..nt of R.v.nUI. Th. appllcabl' Inter..t rat.. 'or 198i through 1995 a,., '!!!! Int,,..t Rat. o.lh Intlr..t Factor V..r ~~ Dally Intlr..t factor 1912 20:C ,OOOSt,8 1917 OX .00Di47 1981 16~ .000U8 1988-1991 11~ .OOUOI 1911i4 ll~ .000301 1992 'X .00Di47 1985 13:< .000356 1991-1994 7X .000192 1986 IDA: .000V4 1995 'X .000i41 --Int.,..t " calcul.t.d .. 'ol1owlI INTEREST . BALANCE OF TAX UNPAID X NUNaER OF DAYS aELINQUENT X aAILY INTEREST FACTOR .-Any Hotlc. I..u.d eft.r th. tax b.co... d.llnqu.nt will r.fl.ct an Int.r..t c.lculatlon to flft..n 1151 days b.vond th. data of th. n.......nt. If pay..nt I. .ad. .ft.r th. Int.r..t co.putatlon d.t. .hown on the Notlcl, additional Int.r..t .u.t b. cnlculat.d. . . . , I I , I I I t t , I I , I I , i , I " I I } '010 HilI I I I I i I t I I I I I I t , , I I , ,., ~. .". ... r '., ". . , I ;'\; !-_^~,-_:'\-:" ;i,:,t-:-\::/,r,\ ^;>. ,',"'," _ "-', " '"..,' _ _, - . D No.A.. 'A" , .'.'.1.. '..1. '.2...7,1. .'.3.. : c~.. ~M.,:. O.:,.~..WEALTH.. .0. ".ENNSY."LVA.NIA. .... ........ ".. ..""", ,DlMInMINTO.IIIVINUI.. ' ....,.........'.. '. \.~' : ".OfPICiAL UcliPr;.;"INNSYLVANIA INHIRITANCIAND ISTATITAX . .~.. .~. RECEIVED fROM. i ACN ASSESSMENT IfI CONTROL ... NUMBER AMOUNT RUPP RICHARD C ~SQUIRE 33~ NORTH elST STREET lul ....ov.. '0 CAMP HILL, PA 17011 ESTATE INFORMATION. t=I FILE NUMIER ~ 21-199/,-0776 !II NAME OF DECEOENT (LAS!) ~ LEFFLER ELIZABETH II OATE Of PAV:ENT EJ POSTMARK o.o.TE COUNlY seN IFIRS!) C 199-3B-199~ IMI) CUMBERLAND DAle Of OEATH REMARKS II TOTAL AMOUNT PAID "'160.76 CW SUSAN L~FFLER C/O RICHARD C RUPP ESQUIRE CHF.:CKlI 1401 RECEIVED BY J /, t. I I (, . .',( , '" -' .'':''- , . l' ~OHA'URl!I -,' ).. /- .\" I',' '" ...f;' -, ~ MARY C. LEWIS ." REGISTER OF WILLS SEAL REGISTER OF WI LLS -- - -- - --- - - -- ,...- -- - -_. ---.- _..--, _0. --;- ~_.- -- - -.-- _.- --.. ~- .-- --- -r - ~ .- - .- --- -- ~ . , . ,~. .~ f f .---- , \ _:" ~ __ ____~.-....._..._.~... _"'roo ..-'-...."' .IU.... ,~OO n. l,qAI H-?;t/- ~ ~ ri~~ .......... =09 u~c:a .. z o ;:: ~ '" '" u S IY INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) 'I fOR DAlES Of DIATH AnER 12/J 1/91 CHICK HIRE IF A SPOUSAL 1 POVIRTY CRIDU IS CLAIMID I , flU NUMBIR 21 COUNt V COOL (jHIOIH'\~Ol"lrli11 "ljll~H\ H[!Rlllilh VIllage 100 Ht. AII[!n Road Hechanicsburg. I'A 17055 <0"0'( ".._h 1 .. ""',"J'tJiIYf'1I~ ';'tt~DM'~~ IIUC 111)'.\1 .... .... ". ....________..... ___._. _.____ I ] 3 1)5 ,,~:1~:9C' ...}ff}~ COMMOt~wrAlHl Of ", NP4!lU...."tiIA O(PARIMIN1OJ A(VrNU( DrPl 280601 !1~RR!~I,lJ~~_' ~_A 11"_8 OWl 1994 VfAR 00776 NUMBIR Remainder Relurn (for dalel 01 dealh prior 10 12.13.82) federal Ellal. ToJ!. Relurn Required (211 121AI (21BI 149.02 11.73 160.76 OIClOltH'$ NAI"II 11"$1. flln. Atj(l MI(jflll INII'AII ... il; fjJ .... u. o LEFFLER. Et.J7.^np.'r11 C. :~;21~~~~.t~'~~_~ __.w: .J;/'~02/}'2?4. I~';/'~';/l 911 . :'~:':='~:~::':~:'.'''''''>'' :"". "" .., '''' ... JQ("'''~:I'''' '~U"".'. _ [J 1. Original Relurn X'] '1, Supple menIal Relurn [] 4. lImiled EI'ale [] 6 _ 0, Tolol Number of Safe Depolil Bolltl 21. If Line 18 is groolor Ihon line 19. enler tho difference on Une 21. Thil illhe TAX DUE. A, Enler Ihe inlerell on Ihe bolonco due on line 21 A. B. Enler Ihe 10101 of line 21 and 21A on Lino 21B. Thil illho BALANCE DUE. Mo~. Ch.c~. Pa~~bl. 10: Re~"lst.r of Wills. Ag.~1 ____ _______.. ). >- BE SURE-TO ANSWER ALL QUESTIONS Ot.fREvERSESiDEANDT:O~RECHECK~MATH---.:.(-=::.<~.:=====-:7----7;:-:-: --- .U~der penoltiel of perjuty. I docloro Ihal I have e..nminod Ihil rolurn. including occompanyin{l ~dlOdule\ and Ilolflmflnh. and 10 tho bnll of my ~no.....ltldgo and beliol. IIUlrue, correcl nnd complele, I doclorlt Ihol nil rool 011010 hOI boon rllporltld alhut! rnor~flt value Doclaralion 01 ptoparer olhor Ihon the pOflonal roptOlonlolivo i~ based on 011 inlormolion of whichpreporer hOI a_ny ~"o-'.,ylodf1e ...r::. ~TuifOTIill~oIT-~ri6iMli.f()ii"fiTI'-it~ IIthJlIlT --- AIJIIIII~~ ----- . .----- --- - - -. {lA-li- ------- .."_ __ \.:Jlt!~,.J>'-,___ ~A~L.,;-;- 2943 P[!nnsylvaniil Ave., Charleston, WV 25302 3Jd<-:t l1 k: (~,"I'" ." ",)"",,,,,,, 355nlt~C 21st Street. i:.unp lIill. PA 17011 j/:~ 2 /1' .. :iJ!5 "'0 "'z 8~ LJ 40. fulure Inlet ell Compromile I'or dolel 01 dealh afler 12.12,02, Decedenl Died TOllole [J 7. Decedenl Moinloined 0 living TrUll IAlloch copy of Wilt) IAllach copy of TrUll) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI NAME COM'UlI MAlllUO "OOtlU Richard c. Rupp Rllpp and Heikl~ r'-~ \Cl j""HO"'"U"''' .----.-.- 355 N01.th 21atfSf.roel!: 1717 I 761-3459 C!1mp Hill, Pit ~7011-m I, R.al E"a'. (Sch.dule A) ( I 1 oo- .----.. . ----.--. I:' JJ 2, S'ac~. o.d Bo.d. (Sch.dul. BI (21 ___.____________._ _ (). 3. Clollly Held Sloc~/Porlneflhlp Inlerell ISchedule q ( 3 ) .- .-----_ l~' ',") 4. Mortgagel and Nolel Receivable ISchedule 0) I 4 J -~._-------------- .U i: 5, Caah, Bank Depollll & Miltelloneous Perianal Properly (5) _2_L183" 88____~ )...;~ (Sch.dul. E) 6. Jointly Owned Property (Schedule FJ 7, Tra..'." (Sch.dul. 01 (Sch.dul. I) 8. Tolol Groll Aue.. (10101 Unea 1.7) 9. Funeral hpe"ie.. Adminillrolive COlh, MilceUaneoul Ekpenl.s (Schedule HJ 10. Debh, Mortgage liabilities. lien I ISchedule I) 11. Tolal Deduction. (10101 L1nel 9 & 10) 12. No' Value of Ellale ILlne 8 minulline 111 13. Charitable and Governmenlol Oequolh (Schedule J) IA. Nel Value Sublecllo Tax (Line 12 minUI line 13) 15. Spavlal Tronl'.n Ifor dalel of deolh after 6.30.941 See In..ruclion. for Ar,plicoble Percenloge on Rovelle (15) ____ Side, (Include ...alulII rom Schedule K or Schedule M.) 16, Amount of line 1'" taKable 01 6% role (Include value. from Schedule K or Schedule M.) 17, Amount of line 14 laltabl. 01 15% rol. (Include value. from Schedule K or Schedule M.I 10. Principal 1011 duo (Add lOll from lInel 15, 16 and 17,) 19, Credih Spoulol Poverty (red!1 Prior Poymenh 303 z o 5 => t: !:c .... ... '" t::l u h: ~ :0 :;uAl8 "'8 ,i' ., \.). ,.~ () ." ~-n~ ;;l<!l ;;; 0 - (6) ___ 171. 19)___ (B 1 2,483.88 (10)__ 1111 (121 _;!..J..1.8_3. 80 (lJ) (141 _2,.483.88 M, = (l61.2r4.83.0,O )( .061:1 1.,9.02.u (l7) )( .15 a (lBI 149.02 OilCaunl Inl8rell + ---"--_..-.. + - --.-..---- (191 120) 20. If lino 19 h greoler Ihan line 18. enler Ihe difference on line 20. Thil II the OVERPAYMENT. aD .t1:r:T:l1..i1.U..I..'.I........'....I'ltll..!...,,1tTr.'r.~_'j.I.,_...J.U!.l:.ll.,III'I'1 Act #48 of 1994 provide. for Ihe reduction of Ihe la~ ratellmpoled on Ihe nel value of Iransfe.. 10 or for the ule of the Ipau.e. The role I 01 prelcrlbed by Ihe Italule will bel e 3% (.03) will be applicable for ellatel of decedents dying on or after 7/1194 and before 1/1196 . 2% (.02) will b. appllcabl. for e.lalel of decedents dying on or after 1/1/96 and before 1/1197 e 1 % (.01) will be applicable for eltatel of decedents dying on or after 111197 and before 1/1198 . Spaulal transfe.. occurring on or after 111198 will be exempt from Inherllance lax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (1"') IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedent make 0 Iran.fer and: a. reloln the u.e or Income 01 the property Ironderred, ,...................................................... b. relaln the right to de.lgnate who .hall u.e the property transferred or It. income, ............... c. retain 0 reversionary inlere.I; or ................................,.................................................. d. receive the proml.e for life 01 either poyment.. benefit. or co rei ....................................... 2. II death occurred on or before Decembor 12. 1982. did decedent within two years preceding death Iran.ler property without receiving adequate con.iderationi If death occurred oller December 12, 1982, did decedent Iron.fer property within one yeor of deoth without receiving odequote cOnllderolioni.......................................,...............,........ ............ ....... ................ 3. Old decedent own on 'In tru.tlor' bonk occounl ot hi. or her deothi...................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. "::." -t'~ COMMONW(AIfH Of P(NN~YlV"'NIA INHnlTANCI TAX .nUIN IUIDENT DICIDINT SUPPLEMENTAl, SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY .' Plea.e Print or Ty e FilE NUMBER 21-1994-00776 UVUOIllt UITj ESTAIE OF LEFFLER, EJ,I7.ADETII C. IAII prop.rty Jolntly.owned with the Rloht of S"'fvlvonhlp mu.' b. dlulo..d on Sch.dul. FJ ITEM NUMBER 1. PEBIF - Refund at prescription drug payments: DESCRIPTION VALUE AT DATE OF DEATH 08-24-94 10-05-94 10-18-94 $ 27.51 $2,455.57 $ .80 $2,483.88 Letter of detail attached. TOTAL Also enter on line 5. Roea 5 2,483.88 IAlloch additional Oy," )C II'" ,heell if more 'poce II n..ded,1 " PEB!F Pennsylvania Employees Benefit Trust Fund 150 Snlllh 4 Jr.1 SlICct . SlIitc I 1'lam."~Iq:. P,'n..,yh"nl;' 17111.57(\1 ?O?I91 1",,1717.56\.4750 In Stlltc 8(\').522.7279 0111 .~'Stlltc8(\'),6211.oIH January 29, 1996 r I Herbert G. Rupp. Jr,. Esquire Rupp and Meikle The Wagner Building. Suite 303 355 North 21st Stree1 Camp Hill. PA 17011 Dear Mr. Rupp: I am writing in response to your letter requesting prescription drug payment infonnatlon on behalf of the Executrix of Mrs. Elizabeth C. Leffler's estate. According to our records, the following claims were processed after Mrs. Leffler's death (August 29. 1994): Claim # 408010119400 409299416100 410197091800 Draft /I 1910075 2051692 2089915 Date(s) of Purchase 6/30/94 and 7/07/94 2/03/93 thru 3/03/94 Adjustment to Claim #409299416100 Amount Paid $ 27.51 $2,455.57 $ .80 Date Issued 8/24/94 10/05/94 10/19/94 Total Reimbursement: $2,483.88 Plea~e accept my apologies for the delay in responding to your request. I trust this illfonnation will satisfy your client's needs. Should y:W l'l\ve allY questions or require further infonnation, please do not hesitate to contact me. Sincerely, IlJJfl / "\ LLe. . /' / ZC'~ll Dee M. Picking Director. Benefit Services I, I') (', '/ " ,:; REV-1547 EX AFP (12-951. COHHOHWEAL TIt Of PENNSYlVANIA DEPARTHEHT OF REVENUE BUREAU OF INDIVIDUal TAM[5 ". . . DEPT. ZaD601 IlARRISBURC, PA 111Zl1-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS ANa ASSESSHENT OF TAX ACN 101 ESTATE OF DATE OF DEATH 08-29-94 FILE NO. COUNTY DATE 05-27-96 " " CUMBERLAND NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT TIlE UPPER PORTION OF TillS FORH WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TD "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: RICHARD C RUPP RUPP & MEIKLE 355 N 21ST ST CAMP HILL STE 303 PA 17011 REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE, PA 17013 HOUSE L Allount Ran1tt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS -4 iifli:is'4TEx-iiFP-1T2-:9sTNcii''icE--(WYNHERii'ANcE-YAX"APPRAisEHENT-;-,H.UiwiiNCE-ifli----------------" DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT ~F TAX ESTATE OF LEFFLER ELIZABETH C FILE NO. 21 94-0776 ACN 101 DATE 05-27-96 TAX RETURN WAS, I XI ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN 1. R..l Eat.t. (Schadule AJ ell 2. stocks and Bond. (Schadul. OJ (2) 3. Clos.ly Hald stock/Partnership Int.r..t (Schadule C) (3) 4. Horta.ga./Nat.. Receivable (Schadul. DJ (4) 5. C..h/O."k Deposita/Hi.c. Parlonal Property (Schedule E) IS) 6. ~olntlY Owned Property (Schadul. FJ (6) 7. Transfars (Schadul. OJ (7) 8. Tot.l A...t, I CHANGED NO. 01 '!!.!!.. ,DO .00 .00 2.48.L!!!!.. .00 ,DO lal 2,483,88 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fun.~.l E~p.ns../Adn. Costs/Hisc. Expens.. (Schedule HI (9) 10. Debts/Hortgage Liabiliti.s/Llens (Schedule II CI0) 11. rotal Deductions 12. Nnt V.lue of Tax R.turn 15. th.rU.ble/Go"ern".nt.l Seque.t. (Schedule J) 14. Hat V.lue of est.t. Subject to Tax .00 .00 1111 1121 IUI 1141 nn 2.483.88 .00 366,766.18 If an assessment was issued previouslY, lines reflect figures thet include the totel of ALL ASSESSMENT OF TAX: 15. Anount of Line 14 16. Anount of Line 14 17. Anount of Line 14 18. Principal Tax Due TAX CREDITS: PAYHENT aATE 14, 15 and/or 16, 17 and 18 will returns assessed to date. NOTE: .t Spou.al 'bxable .t hxabla .t rat. Line.I/CI... A rat. Coll.t.raI/CI... Brat. ns) 1161 1171 .00 X .03. 366,766.18 X .06. .00, X .15. l1al .00 22,005.96 ,00 22,005.96 ALL DISCOUNT (t I INTEREST I-I 05 PAYMENTS 1,092.86 11 .59- AHOUNT PAlO RECEIPT NUHBER 111111 SUMMARY 0 1111 04-08-96 .00 20,924.85 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 22,006.1Z .16CR .00 .16CR . IF PAID AFTER DATE INaICATED, SEE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIREa. IF TOTAL DUE IS REFLECTED AS A "CREDIT" tr.R), YOU HAV BE DUE A REFUNa. SEE REVERSE SIDE OF THIS FORH FOR INS-rRUCTIONS.1 '0 ,W 0- (.'f~ l.-ott ::Ill.: , l. d . I ~ N 0.. GO N >- ~ , ..0 .'" r.: ~::l UU ~'l"", ! u ~.. (j.~ : ow ala: II: ( ~ RESEAVATIONI E.tata. of dacadant. dying on or bafo~. D.c..blr Il, I'.' .. If any future Int.r..t In the ..t.t. I, tr.n.f.rr.d In po.....lon or .nJoy..nt to Cl... I (coll_t.r,l) bln.flcllrl.. of the d.c.d.nt .ft.r the ..plrltlon of any ..tat. for Ilf. or for y..r., the Co..unwaelth har.by ..pr...ly ra..rv.. the right to appr.I.. and ...... tr.nsf.r Inh.rltanc. ,.w.. .t the I.wful Cia.. I (collat.r.l) r.t. on InY .uch future Int.r..t. PURPOSE OF HOTICEI to fulfill thl r.qulr...nt. of S.etlon ll~O of the Inh.rlt.nca and E.tat. tl. Act, Act II of 1991. 12 P.S. S.ctlon 21~0. PAY~"'I U.tech the top portion of thl. Notlc. and .ub.lt ~Ith your p.y..nt to the R'DI.ter of Will. printed on the r.v.r.. .Id.. .-H.ka ch.ck or aan." ordlt plvabl. tOI REGISTER OF MILLS, AGENT All p.".ants r.calv.d .hall flr.t b. IPpll.d to anv Int.r..t which .ay b. due with any r...lndar appll.d to the t.w. REfUND (CA)I A r.fund of . tl. credit, which wa. not r.qul.t.d on the Ta. A.turn, aav b. r.qu..t.d by co.pl.tlng In "Application for A.fund of P.nn,Ylvanla Inh.rltanc. and E.t.t. Ta." (REV-1113). Application. ar. Iv.llabl. at the Offlc. of the Ragl.t.r of Will', Iny 0' the l3 R.v.nu. DI.trlct O,flc.., Dr bv cllllng the .pacl.1 24-hour In.warlng ..rvlca nueh.r. for for.. ordarlngl In Pann.vlvanl. 1-800-162-2050, out.lda Pann'Ylvanla and within 10c.1 ".rr"burg .re. (7111 181-8094, TOOl (117) 112-225Z m..tlng I.palr.d Only). OBJECtlONSI Any p'rty In Int.r..t not ..tl.fl.d with tha .ppr.i....nt, allow.nc. or dl..llowanc. of d.ductlon., or ........nt of t.. (Including dl.count or Int.r..t) .. .hown on thl. Notlc. .u.t obJ.ct within .Iwty (601 d.y. of r.c.lpt of this Notlc. bYI "wrltt.n prot..t to the PA a.p.rt..nt of R.v.nu., Board 0' App...., D.pt. Z810Zl, Uarrhburg, PA 17128-1021, OR .-.I~Dtlon to have the altt.r d.tar.lnad .t .udlt of the Iccount of the p.r.onll rapr...nt.tlv., OR --.pp..1 to the Orph.n,' Court. ADHIN IStRA T IVE CORRECTIONS I f.ctu.l .rror, dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA D,p'rt..nt of A.v.nu., Bur.au of Individual t...., ATtNI po.t A.......nt R.vlaw Unit, D.pt. Z80601, H.rrl.burg, PA 11128-0601 Phon. (1111 181-6505. S.. page 5 of the booklat ~In.tructlons for Inh.rltanc. tax R.turn for' Rasldant D.cad.nt" (REV-.~OI) for an axplanatlon of ad.lnl.tr.tl~alv corract.bl. .rror.. DISCOUNTI If any tax due I. paid within thr.. (5) caland.r .onth. ~ft.r the d.ced.nt'. d.ath, a flv. p.rc.nt (5~) discount of the ta. paid I. allow.d. Th. 15~ t.. aan..ty non.p.rtlclpatlon p.n.lty I. co.put.d on the tot.l of the tax and Intara.t .......d, .nd not p.ld b.fora Janulry 18, 1996, the flr.t dav aftar the and of the t.. ..na.tv p.rlod. Thl, non-participation p.nalty Is .pp.alabl. In the .... ..nnlt and In tha the .a.. tI.a parlod at you would app..l the tax and Intar..t that ha. b..n .......d a. Indlcat.d on thl. notlca. PENAL TVI INTEREST I Int.r..t I. charg.d bQglnnlna with flr.t da~ of dellnqu.ncy, or nlna (9) .onth. and one ell d.y fro. the dlt. of d.ath, to the data of pay..nt. tawa. which bac... d.llnqu.nt bafora January 1, 198Z b..r Int.r..t .t the rat. of .Iw (6~) p.rcent p.r annu. calcul.t.d at a delly rat. of .000164. All ta... which b.ca.a d.lln~u'nt on .nd .ft.r January 1, 1982 will b.ar Int.r..t .t . rat. which will vary fro. c.landar y.ar to c.l.ndar ya.r with that r.ta announc.d bv the PA D.part..nt of R.v.nu.. The IPpllcabl. Int.r..t r.t., for 198Z through 1996 ar.1 '!!!! Intare.t Rat. Dallv tnt.r..t Factor :!!!r Intar..t R.t. Dallv Int.rut Factor 1982 20~ .000548 1981 OX .0002U 1985 16;( .000U8 19118-1991 1I~ .000501 1984 llX .000501 1992 'X .OOOZ", 1985 U~ .000356 1995-1994 ,. .000192 1986 lU# .000211\ 1995-1996 .~ .OOOZU --Intar..t I. calcul.t.d .. follow'l INTEREST a BALANCE OF TAX UNPAID X NUnaER OF DAYS aELINQUENT X DAILY INTEREaT FACTOR --Any Notlc. Is.u.d .ft.r the ta. b.co... d.llnqu.nt will r.fl.ct .n Int.r..t c'lcul.tlon to flft..n el51 d.y. b.yond tha d.t. of the ........nt. If pav..nt I. .ad. aft.r the Intar..t co.put.tlon data .hown on tha Hotlc., Iddltlonal Int.r..t au.t b. c.lcul.t.d. PLEASE FILE 'IHIS REPORT WI.1lIIN 'M YEARS OF DATE OF DFATH RH:ARDLESS OF TIlE Sl'ATIJS OF THE ESTATE. IF ESTATE IS NOr CDIl'IEllD, Fll.E A 6.12 FORM YEARLY lNrIL <DW1El'ION. STATUS REPORT UNDER RULE 6.12 Name of Decedentl ELIZABETH C. LEFFLER Date of Deathl AUGUST 29. 1994 Will No. 1994 - 00776 Admin. No. 21-94-0776 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estatel 1. State whether administration of the estate is completel Yes No X . 2. If the answer Is No, state when the personal representative reasonably believes that the administration will be complete: nt:'"r.Mnr.D ":1n , no&; J. If the answer to No. I is Yes, state the followingl a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' CQurt No. (if any) for the personal representative's account iSI c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounLs may be filed with the Cerk of the Orphans' C,ourt and may be attached to this report. R~p.il'.,l-n~ BY( /~ (' (~ Signature Datel a..;,...A- lot /"', (j, Richard C. Run". Rsq Name (Please type or print) 355 N. 21st Street Suite 303 Address Camp Hill. PA 17011 ( 717)- 761-31159 Tel. No. :."" ,..,,1 , " ," Cdl'acity: Personal Representative -X.. Counsel for personal '"representativo .t. {;, '. _:~ :i uU L.:- (MAHlrmt/AMJ) RW-27 lit \1 '~ '))"')L, f (11J(~ 0- . \ \\ I "M I "" ...... \-!) ! lDr~ , . . , ',I'- II: ~; "I ;'1" .\' "..':~' ~~. 1 :'l f' - ~,., .) IT! ... 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