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Home My WebLink About96-00368 PETITION FOH PHOBATE :lnd (;I{ANT or LETnms .. 2-/~,9.J~ ~~ i' H. l't:ARI.f. SI'H:f.I.HI.:vt:R ~o. h,: Rcgi,lcl Ill' \\'ilh I'm Ihc ('lllllllY Ilf,CUHIlEIU.ANIL..... ill Ihc l 'UI11111011\\ 1.:;111 11 of PCI1I1\yl"allia l:\lllh' o} ill.HJ kilO"''' d.\ .-__._ .. _~__._._.___n .. '__' . Oet'l'Il.\t'd. Sodill S,'cllrily So. _192-::3'1,..7180..- -.......- The pClilion of Ihe ulllkr,i~nl'd fl.,pcctrully Il'PIC\CIlI\ Ihal: Your pl'lililll1l'rl\), \\110 i\/arc IS ycal\of a~H: Of older an1he C\l'l'lIl.or - nameLl illlhc 1;1\1 will Ill' Ihc al"wc dCCl'dclll.llatcd .___~.._...._._____.ScptcmbcLlI,---. 19-95_ alld clldidl(\) datcd _lIonc____ --------.------. t'I;lIL'td"'\illll drt.:lll11\l:Ilh:L"" C.l!. rl'l1un..:iatilJlI, "k;lth ul C\"'l.7l1hU. ,,'I~.I Dceclldcr11 \\01' dllllliciled OIl dcath ill _CUHBF.RJ.AND COllIllY. Pcnnsylvania, wilh h_cI:-- lasl falllily ,,, prindpal rcsidcncc OIl -52-Gudcll-I!arkway.. CurHlll.' South Hlddlct9ft TQ~G~lp Ili,l 'lh'-L'I, lIulllhcr and 1II11Ih:1I'ahl~ I I)cccndCr11.lhcn 94 ycars of agc, dicd April 2" , 1<J!6 at 52 Garden Parkway. Carlisle Exccpl as follo\\s. dcccdcr11 did nOllllarry, was nm divorccd and did nol havc a child born or adoplcd aflcr cxceUlion of Ihc l\iII off~rcd for probmc; was nollhc viclim of a killing and was ncvcr ,tdjudicarcd in..:ompctcnt: Dcccndcnl OIl dcalh owncd propcrry with cSlimmcd valuc, as follow': (If domidlcd in POI.) All pcrsonal properlY (I I' nol domiciled in POI.) Pcrsonal prop~rry in Pcnnsylvania (If nOI domiciled in POI.) Pcr,onal propcrry in COUUlY Value of real CS1aIC in Pcnnsvlvania situalcd as follows: nonl! S 100.000.00 S S S WHEREFORE. pClilioncr(s) rcspcclfully rCljues1(s) Ihc probmc of lhc lasl will and codicil(s) prcscmcd hcrcwilh and Ihc gram of 1c11~rs testamentary tt,;,lillll..:nHuy: admini,lrUlilln l.:'.I.a.; Oldmini\lf;uilll1 d.h,Il.-.:.I.a.) limon. , 6 ~Z ~i :.:.~ '- l~ ;;. .;, (,) ~~q RID'!!!on<LE. Lnnd_lt/J~LP.-R"y.J'!\'"d- 12 Garden Parkway Carlisle, PA 17013 717-2!V.=2933 W-~Q ~ , , r\.(t L J tJ.~(~j\... ~\ " OATH OF PEHSONAL REPRESENTATIVE COMMONWEALTH OF I'EN:"ISYLVANIA COUNTY OF CUHIlf.RI.AND I J ::i::i Thc pClilioncrls) alllllc.namcd Sl\cmts' or affirmls' Ihal Ihc sla1cmCIUS in Ihc forcgoing pClilion arc truc allll COrlCCIIOlhc hcsl of Iltc knlll\ledgc and helief of pClilioncl(s) and Ihal as pcrsonal rcprcscn- lath cis) of Ihc ahovc dcecdcnl I'clilioncl(') Will~q and Irllly admini,slcr IC cslalC according 10 law. Sl\Orl' 10 or alfirl~d allll slllmrihcd \ ~~~ c OJ,\..~ .~ hCl,orc mc Ilu, _.."-'.......- '~U_ -- L1a~ 01 -RAYiro1fi)" ~ ~ 9!ld^\i~" .' .---~-I'/.I'~~-;u. ~ RA ND t:. I.AND ~ 1J;1I". . IIW4ffJll. IfltJ.J-',Njl < - ~t ' ' . --~------- ~ /5-/tJtJ:-/3 UMIIHY. J.hWIS /ll'g;,\(l'r, _..~~-t-;\.~~.....-:. ---.-- :2 - -. ... .~ ," No. 21-96-368 Estate of H. IJ~:ARI.f. SI'IGf.I.H~:Yf.R I Deceased DECREE 01' PROBATE AND GRANT 01' LETTERS AND NOW HAY 6th 19..29-. in considcraliDn of the pelition on the Teverse side hereof. satisfactory proof having been presented before me. IT IS DECREED that the instrument(s} dated SEI'T~:HBf.R 14. 1995 described therein be admilled to pTobate and filed of Tecord as the lasl will of H. PEARLE SPIGELHEYER and Lellers Tf.STAMENTARY are hereby gTanted to RAYHOND E. LAND, A/lm/" R/lV T-/lNTl t, ~ t1J;{M,II-jt9P!;-tj.. Reghter or Will. MARY C. LEWIS t IRWIN, HcKNIGHT '" IIUGlIES FEES REBECCA R. IIUGIIES (67212) ATTORNEY (Sup. CL 1.0. No.) 60 WEST POMFRET STREET CARLISLE. PA 17013 ADDRESS Probate. LelleTs, Etc. ......... Short Certificates( 3) . . . . . . . . . . Renunciation ................ x-Pages (3) JCP S 235.00 S 9.00 S S 9.00 TOTAL _ S 5.00 ..... .t'lAX .~m..m.6...... .m,p.Q. 717-249-2353 PHONE Filed nn c ~ \Ci :> 0\ {'. 5E. -< !. t VJ ::.:>> :Ol_ \0 )>;::. (.j N ::0 :Om ('!l ("J ':::.~ .. ~ :-.- n, (i)" """ Called Attorney on 5-7-96. 21-96-368 ... t. ,'~ \ nn \Q :D~ en 3 ",. 0'\ C:l n r;- ~. {~~I 0 :-= ~ , 3 () ~ .T ell I' e I ., \..oJ \ r, ,. <:.t. t~. , :t:> ~(:) ,:; , \0 00- 0 :oc W - )>~ N N 13cC - I"l .. ".!!l 0\ ? . tJ~ cC C ~ . ~~> ,!. .J ..... -0- r<) ::l :: J I . -r; ~ $ - ! , 'I' .., o-j r) U) - I' "'-0.. JJ 815' ~ :::e 010: :l):;:l 0: uo , -4.. .- ""'f . .. .-. .... , tl :Ii ~ Po ~ ~ 1'<'\ \ ~ c;-- \ '- 't:, Ul N Ill" l':l :1:; "! C>9 ~ :> :; ti 0 :t II) w t ... ~ I" < " lOUztn-V' Ul L- 0 ti Z " Wr- I(N !! ... Ul a: > ... u. .i- ~ ~ ;.J ~ "" In ~ -. .... N O~OOUl- ~ Z i" z!: ~ ~ ti ~ ~!: U a: ~ 0- ~~oW . ~ .. J ~ln 3 3n ~ ~ U - w , LAST WlLLAND TESTAMENT I, M. PEARLE SPIGELMEYER. of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking any and all Wills heretofore made by me. ONE: I direct my Executor or Executrix, as the case may be, to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and all interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid by the Executor or Executrix of my estate. TWO: My Executor or Executrix. as the case may be. may, at his or her discretion, compromise claims, borrow money, Tetain property for such length of time as he or she may deem proper; lease and sell property for such prices. on such terms. at public or private sales, as he or she may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple. as I could do if living. My Executor or Executrix is authorized and empowered to engage in any business in which I may be engaged at my death, for such peTiod of time after my death as seems expedient to said Executor or Executrix. ACKNOWLEDGMENT AND AFFIDA VIT WE, M. PEARLE SPIGELMEYER, TERESA M. HENRY alld SHARON L. SCHWALM, the testatrix and witnesses respectively. whose names are signed to the foregoing instrument. being fiTst duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last WiI1 and that she had signed willingly, and that she executed it as her free and voluntary act for the pUTpose herein expressed, and that each of the witnesses. in the presence and hearing of the testatrix, signed the WiI1 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. M. PEARL SPl E ME R f 1fl. / TERESA M. HENRY \..i~r;-J /l(. /;{ ...J.laj,,/nc/ SHARON L. SCHWALM v COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : 55: Subscribed. sworn to and acknowledged before me by M. PEARLE SPlGELMEYER. the testatrix herein and subscribed and sworn to befoTe me by TERESA M. HENRY and SHARON L. SCHWALM, witnesses, this 14th day of September, 1995. Y\ l'CA.1f\.1l :a1I [lel:\.... WnrIJl'.tlcl:vyl'lt><: Cll.....J<J 8..""0 CU'TbOl\r~rl C()rtl '..ICOlll!ri~~c;;c.'\Er:Jl~"'{)(';' ,~,.1gtjG Mt..'ll'O]f, Pcr~)~.\rt'4l At~aLO" cl NQt;.rC'.i CERTIFICATION OF NOTICE UNDER RUI,E 5.8(n) Name of Decedent: M, PEARLE SPIGELMEYER Date of Death: APRIL 24. 1996 Estate No.: 2 I -96-00368 To the Register: I certifY that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on June 11. 1996 ~ AddTess Milton P. Spigelmever 52 Garden PaTkwIlY. CaTlisle. PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Dote: 06/11196 NllR1C Rcbcccn R. Hu2ITcs. Esouire Address 60 West Pomfret Street Carlisle. PA 17013 Tekphoncl717\ 249-2353 '.- \")~ ',.-.; 0'1 ~ ..-... N .1 ri: c. ., ~ ::i " '0 to P' "*::J UU Cupacity: Personal Rc:prescntatil'c x Counsel for P"'fSOnal R"'PTCSCl1tativC . 1 . ~ ~) . (~ '" C::n: c: COMMONWEALTH Of PENNSYLVANIA COUNTY Of CUMBERLAND 51: --'h'\YJl10Jl<L!'~, _1,\U!\L --, - _. _. ____n._..____.__.._"_____U"__...__ ._--- boing duly Hworn___ _____H'_ according 10 law, deposol and says Ihat ho _l~_th~_..-_ - -- --. -. ___n_ __IlJlCJ:.\ltl1.L.----- _____ ___' _ _m__ ,_ __, of Iho Estalo of _a._l!cat:.ll:.-.Spl~clmcY.llr lalo of _.5Ollt.hdNJdd luton TownHh II', _ _____ - ___, Cumborland Counly, Pa., docoased and that the within h an invonlory m.do by nU" __ .Jtl!fl _______________ - ----, tho s.id Ilxucutor of tho ontiro ost.lo of said docodonl, consisting of all tho porsonal prop.rty .nd rool ostato, axcapt rool ost.la outsida Iha Commonwo.lth of Ponnsylvania, and Ihal Iho figuros opposito oach ilom of tho Invontory roprosont it's f.ir v.luo as of tho doto of docodonl's do.lh. Sworn .nd subscribed boforo mo, ~~~~~~~'I.r _I,L<';llr.9~JU~r.!<wnv NOlln'o! 5001 JlKXlUoUne L_ Drowbaugh, Notory Public Carlisle Boro. Cumberland County My CommiSSion Explros Aug, ", , 999 ~~oI_ o~ih DIY _Cn!"J.t~lu, I'A 17013 Addr." D.te 4 Month 1996 Vu, INSTRUCTIONS I. An invontory must be filed within throe monlhs after appoinlmonl of porson.1 reprosontative. 2. A supploment invontory must bo filod within Ihirly days of discovery of addition.1 ....h. 3. Addition.1 shoets may be a"achod as to personally or roally 4. Seo Article IV, Fiduci.ries Act of 1949. I J ~ ...., i .c Uji , 51 >- ..J 01 "" I- UJ OJ .. f-<' ~ ~ ~ I- >. cl ~ .c UJ <( OJ " eo <Xl Do. f-< a 01 u :> '" 0 0 V'I ~ " .. :z: >- M UJ ~ UJ <lJ ~I c '" .1 :l 0 J: .~ ~ I- Do. Do. I Z I- ...J U. .,; 0<1 ~ '" ...J <( 0 '" '0 Do. a> W u. <( UJ Ul '0' ,,~ I > 0 0< ....1 .;.. u<( .-< Z III ~I C u N Z 0 0 .-< -5i ~ 1:b V'I Z .. 0 0 0< 2, u OJ z UJ <( :>: ... 0<1 Do. Do. 0, "" Ul' ~ ~ :>: - -;: 0 " .D "" ... I " E - ~ 0 ~ ~ 0 ...J U u: CD . _' _9 .._ _ ".. _.. .~ ~ Inventory of the real '.Ind personal estate 01 M. pl.!llrll.! Slllul.!lml.!Vl.!r 1. MRPGNMA [, U.S. Treasury ~'und . . . . 2. Dean Witter Reynolds Inc. investment account 3. Dauphin Deposit Bank checking account 4. 1994 Skyline Mobile Home 5. Carlisle Hospital refund o '''~ 1- ~\ 1"'\ c_ 1...." :> r . 0:- deceased -- TOTAL . 9 . . . . . . . . . . . . . . . . . . . . t:~ .dl.. .:> ) '0 N ., ::5 ..'":1 .... ~~ ,.;:: ~:] t.>t.> 26.710 4 45.016 0 23.751 4 18.500 0 110 0 I I 1114,089 8 cO""O"Wi~H~FP "",YLVANlA CEPAR tiT ~VEHUE HARRIS lli. A ,b8.0601 I I.' / " I,. ' INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS COUHfYCOOE DECEDENT'S COMPLEtE ADDRESS 52 Gardon Parkway Carlislo, PA 17013 r FOR OATES OF OEATHAFTER 121)119' CHECK HERE IF A SPOUSAL P V y IT I CAlM FILE NUMBER REV. 1!lOD EX . (7.94) C p R ~ HA"E R D Rebecca R. Hu hes. Es uire ~ ~ TELEPHONE NUMBER T 717-249-2353 1. Real Estale (Schedule A) 1 2. Slacks and Bonds (Schedule B) (2) 3. Closely Held SlocklPartnership Inlerest (Schedule C) (3) 4. Mortgages and Notes Receivable (Schedule Dl (4) 5. Cash. Bank Deposits & Miscenaneous Personal Property (Sch. E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule Gl (Schedule Ll (7) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses. Administratlve Costs. Miscellaneous Expenses (SChedule H) 10. Debts. Mortgage Liabilolies. Liens (Schedule Il 11. Total Deductions (total Lines 9 & lD) 12. Net Value 01 Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (Schedule J) 14. Net Value Sub'ect to Tax (Line 12 minus Line 13) 15. Spousal Translers (for dates 01 dealh aher 6-3D-94) See Instructions lor Applicable Percentage on page 2, (Include values from Schedule K or Schedule M.) 16. Amount 01 line 14 taxable at 6". rate (Include values Irom Schedule K or Schedule M.) 17. Amount of line 14 taxable at 15'. rate (Include values Irom Schedule K or Schedule M.l 18. Principal tax due (Add tax from Line 15. 16 and 17.) 19.CreditslSp Poverty Prior Payments DIScount Interest 0.00+ 0.00 + 279.92 0.00 20. If Line 19 is greater than Line 18. enler Ihe drtference on Line 2D. This is Ihe OVERPAYMENT. ~ 0 Check here II ou are re ueslln a refund of your over a ment. 21. If Line 18 is greater than Line 19. enter tho difference on line 21. This is the TAX DUE. A. Enter the interest on the balance due en Lino 21A. B. Enler Ihe lotal 01 Line 21 and 21A on Line 21B. This is lhe BALANCE DUE. Mako Check pa ablolo, Re 1,ler 01 Wills. A enl ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~ neser pel\llUesot perJUry. I declarelhlll hly.eummed lhl, return, ncludlng ac:comp.1nylng schedule' and slatement" and 10 lhll besl 01 rrt'f knowledge and bellel, II Is Irue, correcland complete.' dect.arelhalIII 'eal ntltll hn been reporled allrue Nrklll value. Declaration 01 pre~ter other Ihan Ihe pef$CInal represenlalive Is bUed on alllntormalJon of which pcepirer has any knowledgll. CAB H P L E P 0 C R C KOK P S D E C E D E N T DATE OF BIRTH 09/01,/1901 DATE OF DEATH 04/21,/1996 SOCIAl. SECURITY NUMBER 192-34-7180 Cumborland County (IF APPLlCABI.E) SURVIVING SPOUSE'S NAME (I.AST .FIRST AND MIDDI.E INITIAl.) SOCIAl. SECURITY NUMOER Z. Supplemental Return 4a. Future Interest Compromise (lor dates 01 death ""er 12-12-82) []] 6. Decedent Died Testate 07. Decedent Maintained a Living Trust (Attach co 01 Will) (Attach a co 01 Trusll ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: X 1. Ori9inal Return 4. Limited Estale 05. ..Q......8. R E C A P I T U L A T I o N COMPI.ETE MAILING ADDRESS IRWIN. McKNIGHT & HUGHES 60 West Pomfret~c.eet Carlisle PA 1'1013 ,,~ None None None None 114.089.68 None None' (9) 20.224.29 (10) 558.22 (15) 0.00 X (16) 93.307.17 X .D6 = T A X C o M P U T A T I o N (17) 0.00X.1S= 21-96-0368 YEAR NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) 0.00 Remainder Return (for dales 01 death prior 10 12-13-82) Federal Estate Tax Return Required Total Number of Safe Deposit Boxes ::' 1:-- ~ ~J . ..~ " J (8) -.J 114.089.68 (11) (12) (13) (14) 20.782.51 93.307.17 None 93.307.17 = 0.00 5.598.43 0.00 (18) 5,598.43 (19) (20) 279.92 0.00 (21) (21A) (21B) 5.318.51 0.00 5.318.51 Raymond E. Land !~__C;,,!-,_<!l:'~. _~,!!,!<~,!y_______ - -- -- - - - --- - - -- -. - -. -- - -- Carlisle. PA 17013 IRWIN. McKNIGHT & HUGHES 60 West Pomfret Street Car i'isi~-: 'pi.: - - i 7<iij - - - -' - -" - - - - - - - - - - - - - -. - -. - - - - -- F., REV - 1501 EX' IZ.171 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or T e FILE NUMBER 21-96-0368 COMlI.mnm~~MhYAHIA ESTATE OF M. Pearle Spigelmcyer SSn 192.34-7180 04/24/1996 (All ,0. ITEM NUMBER 1 olnl -owned wllh RI hi of Survlvorahl musl be disclosed on Schedul. F) VALUE AT DATE OF DEATH 26.710.94 DESCRIPTION AARP GNMA and U.S. Treasury Fund. account 000133001001-5 (confirmation attached) 110.80 2 Carlisle Hospital. refund overpayment 23.751. 94 3 Dauphin Deposit Bank & Trust Co.. checking acct. 00080958028 (confirmation attached) 4 Dean Witter Reynolds Inc.. investment account 0410-035069-044 (confirmation attached) 45.016.00 5 1994 Skyline Mobile Home (appraisal attached) 18.500.00 TOTAL (Also enler on line 5. Reca .ulationl (Attach add.ionaI8112' x II' sheets ~ more space Is noedad.) Copyright (c) 1994 term saltwll. only CPS)'sttmS. Inc. S 114 089.68 Form 1500 Sch"~e E (Rw. Z.I7) REV-lillEX. ("") SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Pl.... Print 01 T . FILE NUMBER 21-96-0368 COlArN'~~\~%w~Y~r1Y'NIA ESTATE OF M. Pearle Spigelmeyer 55# 192-34-7180 04/24/1996 ITEM NUMBER 1 AMOUNT 57.41 DESCRIPTION Belvedere Medical Corp.. acct. i}487518 2 Care For People. Inc., aide services 207.75 3 PP&L, customer #523 3539 130 168.67 25.12 4 50S Industries Inc, invoice i}65478 5 United Telephone. account #717-249-4415 (899) 99.27 1 :i ,I I I (\ ! " i I I I j I , II ! , I , I I I 1 I I , i , I ! , ! TOTAL (Also .nter on lin. 10. Reca ~ulation) (It more spac. Is ne.ded, Inse. .dd~ional sheets 01 same size,) Copyright te} 1994 farm sallwue only CPSys'erM,lne. $ 558.22 Form 1500 Schod_1e I (R... '.13) LAST WILL AND TESTAMENT I, M. I'EARLE SI'IGELMEYER. of Carlisle, Cumberland County, Pennsylvania. declare this instrument to be my Last Will and Testament. hereby expressly revoking any and all Wills heretofore made by me. ONE: I direct my Executor or Executrix, as the case may be, to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. Furthennore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and all interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid by the Executor or Executrix of my estate. :nYQ: My Executor or Executrix, as the case may be, may, at his or her discretion, compromise claims. borrow money. retain property for such length of time as he or she may deem proper; lease and sell property for such prices. on such tenns, at public or private sales. as he or she may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein. at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple. as I could do if living. My Executor or Executrix is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said Executor or Executrix. ~ 11II't'SIIll('IIII'IYJ~m'" ~;:;-~ /""'SCUDDER 1'.0. I~" !140 Ih",". MA OnOH.'NOI I.Hl\1.!)l.!!77 May 20, 1996 Irwin, McKnight & Hughes Attn, Rebecca R. Hughes W. Pomfret Professional Building 60 W. Pomfret St. Carlisle, PA 17D13-3222 AARP GNMA and U.S. Treasury Fund Account Number: OD133001001-S M. Pearle Spigelmeyer Dear Ms. Hughes: I am writing to provide you with the value of this account on April 24, 1996. I am also providing you with the information we will need in order to redeem or change the ownership of this account. Here is the information you requested, Fund Name, Number of Shares: Price Per Share: Account Value: AARP GNMA and U.S. Treasury Fund 1,783.107 $ 14 . 98 $26,710.94 In order to redeem or change the ownership of this account, we will need the following: · A certified copy of the appointment of executor for M. Pearle ipigelmeyer. The reproduction must bear an original certification seal or stamp 'vIb~ the court of proper jurisdiction. The certification must be dated within sixty (60) days of the request. ~. A letter of instructions signed ~include the Fund name, account number, account. by the executor. In the letter, please and what you would like to do with this · We require your signature on the letter of instructions to be "guaranteed." This will assure us that you, the account owner, signed the letter. Before signing. take the letter to your local BANK, CREDIT UNION, or BROKER and ask them for a "signature guarantee." A representative will witness your signature. stamp the letter. and sign their name and title. The stamp will say "Signature Guaranteed." / . If the ownership of the account is changing. we will need the enclosed Enrollment Form to be completed. By completing the Enrollment Form you certify the taxpayer identification number on the new account. It also allows you to establish account options. The AARI' FlIlhh' ulhknlorllc:r h S,ud,lc:r rn~':'lnr St'nkc".lnc. _. . ---. '- -...-. .-... DEAN W/77I:R REYNOI.DS INC. 30/ Markel Slreel. 1'. O. /lox /205.1, HarrIsburg, /'J\ /7/011 Te/epllone (7/7) 255-tJOIJIJ Tall Free J (BOO/ rm-IItJ73 r~~~' ~~~ ~ ~'" ~. May 14, 1996 '; ",~.: . ;,'.: .:',1'! '.\ .; ;;'1 ';-\""~ ...... .r . .\.'P .1... ..;, .~ .' '. ,.! ') ;',i..;~:;.'.::.\ Law Offices Irwin McKnight & Hughes West pomfret Professional Bldg. 60 West pomfret street Carlisle PA 17013-3222 Attn: Rebecca Hughes l\iij.\ ';' 1 ~ 1~96 ... " ~. " ;;~.l' ,;".;l'~. ~~i : '. . . ,'::; '.i .' . ~ .: t; -; l Re: Estate of M. Pearle Spigelmeyer Account n410-035069-044 Dear Ms. Hughes: As per your request for date-of-death balance for any accounts Mrs. spighelmeyer held at Dean Witter, below is a list of the holdings in her only account, which is an account in her name only. SECURITY Dean Witter Liquid Asset Fund TCW/DW North AIDer Gov't Inc Tr Dean Witter US Gov't Secs Tr n OF SHARES 506.030 3,256.000 2,047.000 VALUE, 4/24/96 $ 506.03 $26,373.60 $18,136.42 Total Account Value as of 4/24/96 = $45,016 If you have any questions or require any additional information, please do not hesitate to contnct me at 1-800-676-0673. Sincerely, 9u!-,t~d6~{ ~enni Lebold Sales Assistant \ \ i SERVICE ORDER le!b~'s Mcbile! !-10..i:~ p~j~~ ~ S,,[~S :-Ci:.o/G Cdrl:slo Pi~\9 C';fiLISL~, ?2NNSYlVANtA 17013 Phono: j'17.E97'1~~: - ,50.02'-2 cu"omc~'''\LI':-:'Jl-l..,J)_Q._A.t~:..q\l ~~ ';"-,y.J _ Dalc_~L:.~Q '11.::._ .,( J",I.l r i \~ L (; -"" ;'~~~::cf.t'1\, /"-L"'~;::~D:~-:l:>l~'-- -~ho~n:o -, ~-",--,., - Service Requesled _.__________' _ ,___ When Rcquested_______ T'FEAfoOMA....E MCCL..'fE...\t1 SE:<'''\i.MJ , WARRANTY CONTRACT n ESTIMATE n PICK-UP r] DELIVERY n COD I 1\.. :j . I I , " .",;.- ~........~.\. '....,.. . " ,. f. I , .- Jl :L ., '.. ,\.1.. X \ , , . .... . ~-'-~ ^ ~ ;. -:r-,; I - !, ,.. .. l.._ .....!-~ .\.-t.-.. o' '. ...1 M:leaoe M!'es ,i. Per Mi:e TOTAL MATERIAL TEC SERVICE I TIME I TAX I TOTAL I CUSTOMER S CLEAR RECEIPT The atove described un,l has teen rCCCI'If3'cJ and aller ha'Jmg examined the work oor-e. the material furnished t:alh the ....ark and the lnillt?f,C]1 have Deen lour.dlo to sallslaCICf'{ CustorrPf X NV.~6E:< i ALL REPLACED PARTS WILL BE DIS. , CARDED W'LESS OTHERWISE IN. i STRUCTED. 0 SAVE 0 DISCARD TERMS: NET CASH UPON DELIVERY FORM 455 .f'.~rl': h~~ ~.t.~S .,:I;'''~ ....:.:;c:~,: M. '~"'::<.'! __ __ ,__. _ . ._. _n.... _ ._. .._- .....- ,-_. - --- - -- ..--. -'--. ..--. .~I\62UI"'.c) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT Of REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '*' DNo. AA '112980 RECEIVED FROM, i ACN ASSESSMENT t:' CONTROL Iii NUMBER AMOUNT HUGHES REBECCA R eSQ 60 WeST POMFRET sT 101 $:1,::118.:)1 CARLISLE. PA 17013 . fOlD Hflf ESTATE INFORMATION: ~ FILE NUMBER ~ 21-1996-0360 SSN 192-34-7180 !II NAME OF DECEDENT (LAST) (FIRST) (MI) Ii:iI SPIGELNEYEA M PEARLE II DATE OF PAYMENT m POSTMARK COUNTY cUNBERLAND DATE OF DEATH fa TOTAL AMOUNT PAID REGISTER OF WILLS ,.-' \), " / "" ~ RECEIVED BY ,...,., I, . -' _..' 1/ , .f 51 NAlU~f J -9" i. .',' ,'II'I)'f ~lARY C. I.EWIs " , h'",,/ . REGISTER OF WILLS ' $5,318.51 00 REMARKS REBECCA R HUGHES ESQ SEAL ~~ - '- ~. '''''..bd"''~ _...u...- ..~.". ,I' -) ., ('." REV-1547 EX AFP (IZ-951*,' I CO""ONWUlTlt or PlHHSVlVANIA I I ACN 101 O[p,",.[or OF .[V[OU[ ,NOTICE DF INIlERITANCE TAX I BURUU or INDIVIDUAl fun . . j APPRAISEHENT, ALLOWANCE OR DISALLOWANCE ~~:~i.~~:~~'p. 111l0-00" " ! OF DEDUCTlDNS AND ASSESS.ENT OF TAK I DATE 09-23-96 ESTATE 01' Sl'IGrrHrVr-R-~-W~d=~~j>~='=~~=~~=~~~FlrE N'O:-_c--21-96~0368 .,. DATE OF DEATH 04-24-96 COUNTY CUMBERLAND NDTE, TD IHSURE PROPER,CREDIT TO YOUR ACCDUNT. SUBHIT THE UPPER PDRTION DF THIS FDR. WITH YOUR TAX PAY.ENT TD TilE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT" REMIT PAYMENT TO: REBECCA R HUGHES ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 AnQunt Reni tied CUT .ALDNG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REIi:is4TEi("Aj:p-iiF9s-njoTicniF-YtiiiEiiiiANcE-~r"AinipPRAisEHENT-,--ALi."liwANcE-oli--------m-- ---- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SPIGELMEYER M P FILE NO. 21 .96-0368 ACN 101 DATE 09-23-96 TAX RETURN WAS, I X) ACCEPTED AS FILED 1 CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Re.l Estate (Schedule AJ (U 2. Stock. and Bonds (Schedule BJ (2) 3. Closely Held Stock/Partnership Interest (Schedule CJ (3) 4. Hortgeges/Note. Receivable (Schedule D) (4J 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 151 6. Jointly ONned Property (Sche~ule f) (b) 7. Transfers (Schedule GJ e71 8. Total As.et. .00 .00 .00 .00 114.0B9.68 .00 .00 18) 114.089.68 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad",. Costs/Misc. Expenus (Schedule HJ (9) 10. Debts/Hodgage Liabilities/Liens (Schedule IJ nOJ 11. To1al Deductions 12. Net Value of Tax Return 13. CharItable/Govern..ental aequests (Schedule JJ 14. Net Velue of Estate Subject to Tax 20.224.29 558.22 I1ll 112) 113) 114) ~0.7R~ ,1 93.307.17 .00 93.307.17 If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal 16. Amount of Lina 14 taxable at 17. Anount of Line 14 taxable at 18. PrincIpal Tax Due NOTE: r"te Lineal/Class A rate Collateral/Class a rate 115) 1161 117) . 0 0 X. 00= 93.307.17 K .06= .00X.15= .00 5.598.43 .00 5.598.43 118l TAX CREDITS: PAY.ENT DATE 06-26-96 DISCDUNT 1'1 INTEREST 1-) 279.92 RECEIPT NU.BER AA112980 A.OUNT PAID 5.318.51 i TOTAL TAX CREDIT I iBALANCE OF TAX DUEl INTEREST AND PEN. I TOTAL DUE i 5,598.43 .00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FDR CALCULATION OF ADDITIDNAL INTEREST. IF TOTAL DUE IS LESS THAN '1. NO PAY.ENT IS REQUIRED. IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICR). YDU HAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FOR. FOR INSTRUCTIONS.) I I (J RESERVATION I E.tate. of decedent. dying on or bafor. Daca.b.r 12, 19B1 .. If any future int.r..t In the ..tate I. tran.ferred in Po.....lon or .njoy..nt to Cia.. B (collat.ral) b.naflclarl.. of the d.c.dant aft.r the .Mplratlon of any a.tat. for life or for year., the Co..on~..llh h.r.bv .Mpr..slv r...rv.. the right to appraise and a..... tran.f.r Inherltanc. laMe. at the I.~ful Cia.. a (collaleral) rate on any such future Int.r..t. PURPOSE OF HOflCE; To fulfill the r.qulre..nt. of Section ll~O of the Inh.rltanc. and [.Iat. TaM Act, Act 11 of 1991. 72 P.S. Section 21~0. PAVHENh O.tach the top portion of thl. Notice and .ubolt with your pav.ent to the R.gister of Wills prlnt.d on the reverse side. - 'Hllke chack or oon.y ord.r povable to: REGISTER or MILLS I AGENT All pay..nt. rec.lv.d .hall fir.t be appli.d to anv Int.rest ~hlch .ay ba due wilh anv r..alnd.r appll.d to Ihe tax. REFUND (CR'1 A r.fund of a tax credit, which was not r.qu..t.d on the Tax R.turn, I.V b. r.questad by cOlpleting an "Application for Refund of Penn,vlvanla Inh.rltance and E.tata TaM" (REV-1313). Application. ara availabl. at tha Offic. of the R.gl.t.r of Will" any of the 23 R.venu. District Office., or bv calling tha special 24'hour answering sarvlce ~bers for for.s ord.ring: In P.nn.ylvania I-BOO-36l-l050, out.lde P.nnSYlvanla and within local Harrl.bUrg ar.a (717) 7B7-B09~, fOOt (717' 77l-115l (Hearing I.palred Only'. OBJECTIONS: Any party In int.re.t not .atl.fl.d with the appral....nt, allowanca or' disallowanca of deductions, or a...s...nt of tax (Including discount or Inter..tl a. .hown on thl. Notlc. IU.t Object within .ixty 160' day. of r.calPt of this Notice bv: . '-wrltt.n prot..t to tha PI n.part.ent of R.venue, Board of App.als, n.pt. lBIOlI, Harri.burg, PA 111lB-I01I, OR '-.Iectlon to have the 8.tt.r d.t.r.ln.d.at audit of the account of the par.onal raprl'lntatlve, OR --app.al to the Orphan.' Court. ACHIN ISTRATlVE CORRECTIONS: Factual error. dl.cov.r.d on thl. a.s..s,ent should b. addr.s..d In writing to: PI n.part,.nt 0; R.v.nue, Bur.hu of Individual TaM.s, ATTNI po.t A....s..nt R.vl.w Unit, Dapt. lB0601, Harrl.burg, PI 1711B-0601 Phonl (717) 787-6505. Sle paga 3 of thl booklet "Instruction. for Inn.rltanc. Tax R.turn for a Re.ld.nt necedlnt" CREV-ISOI) for an .xplanatlon of adllnl,tratlvelY correctabla arror.: DISCOUNT I If any tax due I. paid within thr.. (]) cal.ndar lonths aft.r the d.c.d.nt., d.ath, a five p.rc.nt (5~) dl.count of the tax paid I. allo~.d. PENALTY: The IS~ tax a~esty non-participation penalty I' co.putad on thl total of the ta. and Intere,t a.sesled, and not paid before January IB, 1996, the flr.t day after the .nd of t~e tax a.n..tv p.rlod. This non.partlclpatlon p.nalty I. apPlalable In the sa.. .ann.r and In the the sa.. tl.e periOd as you would app.al Ihe tnx and Intlr..t that has be.n a...ss.d a. Indlcat.d on thl. notic.. INTEREST: Int.re.t Is charged b.glnnlng with first day of d.linquancy, or nlna (91 ~onth. and on. (I) day fro. the date of d.ath, to thl date of pay..nt. TIIM.' which b.ca.e delinquant b.fora January I, 1981 baar inl.r..t at the rate of six (6~) Plrc.nt per annuM calculat.d at a daily rat. of .0001&4. All taM.' which b.ca.e dallnqu.nt on and after January I, 19B2 will bear Int.r..t at " rat. which will varv fro. cal.ndar y.ar to cal.ndar y.ar with that rn'e announced bV tha PI n.part..nt of R.v.nu.. lh. appllcabla int.r..t rat.. for 1981 through 1996 ar.: '!!!r Inlera.t Rat. DailY Int.rnt Factor !!!r Inl.,.st Ral. Dally Int.,.st Factor 1982 lOiC .DOO!i48 19B7 9X .000147 1983 16iC .000418 19B8-1991 III .0OOlOI 1984 11% .000101 1992 '1% .00Ol~1 19B5 Il% .0003!i6 1991-1994 n .00019:! 19B6 IU .000274 199!i-1996 9% .000Z~1 ulnt.,nt is calculat.d .. follow.: INTEREST = BALANCE DF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAiLY INTEREST FACTDR --Any Hotic. Is.u.d aftar the taM baco..s d.linqu.nt ~lll raflact an Int.re.t calculation to flfta.n (I~I days beyond the date of the a.......nt. If pav..n' I. _ade aftar Ihe int.rest co.putatlon dale shown on tha Notice, additional lntere.t MU.t be calculat.d. (I " STATllS REPOIlT UNDlm RULE 6.12 Name of Decedent: M. PEARLE SPIGELMEYER Date of Death: APRIL 24. 1996 No. 21-96-0368 Pursuant to Rule 6.12 of the SupTeme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: l Yes _ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? _ Yes lNo b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? L Yes _ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be auached to this report. / Date: 12/20/96 IRWIN, McKNIGHT & HU "0 ~~ -.-. ~ ".. "'" N 0\ c::: Rebecca R. Hughes. EsquiTe Name (please type or print) 60 West Pomfret Street Address Carlisle. PA 17013 Cily. Slale. Zip (717) 249-2353 Telephone Number t:~ lo.: , . . (') , ~ - , ..... N c.:J <=l :l oJ : E .!!!::J UU ol T' ,'1 ~~ l.,j -..... U UJ ClIO: a: ~ Capacity: Personal Representative X Counsel for Personal Representative