HomeMy WebLinkAbout96-00791
PETITION FOR PRonATE llnd GRANT 01' LETTERS
21-96 Jel l
/;",\Ial(' of I,RNA M. RIII'I'
a/.\o kll(}\\'1I a.\ I.RNA II. RlII'('
No,
To:
RegiSler of Wil" for Ihe
, /l,'<,<'awtl, CouulY of _ ClIl!'herlnnd iu Ihe
Soda/ &cllrit... No, .112-01-89/,(, Commouwetlhh of Pennsylvtluitl
The peliliouof Ihe uudersigned respeclfully rcprescllls Ihtll:
Your pelitioner(s), who is/me 18 yetlrs of tlge or older anlhe e,eeUI or
iulhe last will of Ihe above decedent, dated .111 1 y 16
and codicil(s) dated
named
, 19..'ll-
(\"lIe rdc\.1I11 dU:Ulll\lan~c'. e.g. renunciatiun. lIc;uh of C\C(Ulur, cle.)
Decendent was domiciled at dealh in Cumberland CounlY, Pennsylvania, wiLh
h er last family or principal residence al j.eader NurBin~ and Rehabilitation
Cpntpr. lJ40 WII1""! lIottom Road. Carlisle, PA 17013
(Ii\t meet. number and 111undpalilY)
Decendenl, then 88 years of age, died Au~ust 14 ,1996
at 1....nrlp-r NllrRfng find Rehahil itntion Center
Exeepl as follows, deeedenl did not marry, was nol divorced aud did not have a child born or adopted
after execulion of lhe will offered for probate; was nOI the vielim of a killing and was never adjudiealed
incompetent:
Deeendem at death owned properly with estimaled values as fullows:
(If domiciled in Pa,) All peTsonal properlY S 3,000.00
(If nol domiciled in Pa,) Personal property in Pennsylvania S
(If nOI domiciled in Pa,) Personal properlY in Coumy S
Value of real eslate in Pennsylvania S 90.000.00
situated as follows:
WHEREFORE, pelitioner(s) respectfully request(s) the probate of Ihe last will and eodicil(s)
presented herewiLh and the grant of letters Testamentary
He..I"mcnlar)'; adminimation c.t.a.; adminimalion d.b.fl.c.l.a,)
Lheron.
.
-c
'.
c
"
"0-
'~f
0:"
c
a,g
11':
-"
",:.,
'C~
=c
;;
c
~
Vi
(}1..I:".. '3,c1'L
, RO~~~B' Irwin
60 We t Pomfret Street
Carlisle, PA 17013
717-249-2353
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYI.V ANIA
COUNTY OF CUMBEJU.AND
} 88
The pelitioner(s) ahove.named swear(s) or arnrm(s) that Ihe "atemenls inlhe foregoing petition arc
Irue and correCllo Ihe hest of Ihe knowledge tlnd belicf of pelitioner(s) and that as personal represen-
lalive(s) of Ihe above decedelll pelitioner(s) will well and lruly administer Ihe eslate according 10 law,
5.WOlll 10 or afnrl11~" and Sllb'crihC'd.~. Z 1..0.'~' /1.ClL en
hefore l11e lhis ~b TH day of ROGER I~~. IRWIN ~'
~~~l:IIIhc.r I 1991i~ .- ~
II'. . ,1'JeLi,/:'~.,.,(\':/);n-71;1~'", (/I :;
, M R C LEwIS 1I<,~i.l('" . ,~ ~
" -
,;:0- 1\
No.
21-96 - 791
Estutc of
LENA M RUllI' aka LENA B RUllI'
, Dcccuscd
DECREE OF IJROUATE AND GRANT 01" LETTERS
AND NOW OCTOBER 2. 19--2L. in consideration of the petition on
the TeveTse side hereof. salisfaclory proof having been presented before me.
IT IS DECREED Iha! lhe inSlTument(s) date" JUL Y 16. 1992
deseTibed therein be admitted to probate and filed of record as the last will of LENA M. RUPP
aka LENA B RUPP
and Letters Testamentary
are hereby gTanled to ROGER B. IRWIN
,
~.
C. Lt~ISd
FEES
Probate, Letters, Etc. ......,.. $
ShDrt Certificates(l ) ., . . . .., .. $
RenunciatiDn ......."....... $
X-Pages $ 6.00
JCP ~.UU
TOTAL _ $ 21n 00
Filed .." P.C.1O~ffi .~,. ,1,996...,.....,..,
200.00
3.00
1l\WIN, McKNIGJlT 6 IIUGIIES
/ l/l~5\ "'l, c.&.-
. ROGER)B. IRWIN '06282
ATIORNEY lSUP' Cl, (,D. No,)
60 West Pomfret Street, Carlisle, PA 17013
ADDRESS
717-249-2353
PHONE
:'J
~~j
"
..
l':":
-~ .:..;.
ou
Called attorney on 10-2-96.
"
I I I I , I I ,,111111\ fll,',\ ",,11"11' ,1\
r1lhl,111\llrd,dldrrllllld'IIIHdl"1l1IlI1 j'I\IIII.",fII,I\"'I'II' 11'tlll.l1l'IIII~lllj .("1111.,.tl1 l,t. ' .
I lll.d HI f,t"l!.1I I tll '>lI,:'LILt!, I I till< .Ill \\!l1 hi I." \\ 11,11 ,! I" I 11('1,111 '-II,! 1\1" 'I'!' Iltll' I 1"1 1'\'ll1l,lllllll 1111111:
WARNING: Ills IIlcllallo dupllcalc Ihls copy by pholoslal (If pholDllrnph,
Ill" 1.11 tlll-. d'lldh.IH ~,ltHI
,....~.~.\litu;:p;';:,
,""" .' -. '7'.'-
r' '$'~;/' ~...' '~t:,\
i~l- ... '. \?;~
\... ~ Ii:
A', . .
,. .
~ t:.', ',~ I
~;<o"".:, ,~'"
'\'"t.:-__ _ ~...
~.ffEHl ~\ ~~.('
t:.":t:!...!t!~1!-
"51:- ~. ~~&-t"~\-tA~
I 'It,d 1{(',l;I"Ir.U
375G397
~I'.. l~tIi
1),lIt'
No
H10l.1&),,"1II'f
COMMONWEALTH O~PENHSYLYANIA' DEPARTMENT QFHEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
""
...."'....
1QC~Il~n_u"
L 2;2 - 01 - 8946
CWI0# ClIRM_o...-.
<August 14,1996
l>'
..
""""'Ol"Clttl
I,
~lL"""""
:::"'0
,.._l..Ml
Lona
1>\.
88
'"
CloIl'ICII","" Ul1"""",,~_
Ju7;'2lT'l o'/I'nerac\i1'co
, 1! t Vir ini
. It '~"oUo\"''''''-lr'''''!''__'
South .,lidd1eto Leacer !lcrs nand
nehabilltat n
IUOOOOI "" lilt' ....OIe1N"'.vt"'.. ot;tIOU.."IOuC.QIOOl
UINlYllDnlIltUt
_0 _~
........""'"
tI_ ~____
"""
"
White
3..1
Ccmbnrland
_.::::r'::::::J.:i
Housowi!o ,Own
DlClOlJCT.t....",IHOAOClfIlI....C5lr..~....roC(erlOl
940 ~a~nut Bottom noaQ
Carlisle,Pennsylvania1701
,.
''''''1".''',''.,,,,,* A.rthur 3.
....Cll'\MNlt MIll ~
nO er 8. lrwin
.-~ c.-O ~"!lI..D
~Dcw.."'-',
~.rSl"fI.
~'.
Home
...
l1'ton
..
DlClOIN'1
OCTU'"
Il.$CIrca
-
--
-...,.........~
u.......
Cumberland
...
IHO::=-'::::.
"'OllC..'.........(,..__.........
Hannie
..,ClfliYAIIIr.~'-DOlIllII~ ,...
60 West Pom!r t 5
'VoC1 t .~..c-..c.-..,
.~~ w~stmlnster
Memorial Uardens
.....UAlopaOONUDl""""'
I"~Wln(; .orothers I
lJtlotM_MII
,
,~DrI-.t
i3~nner
Johnson
-
'"
....
....SCAAC 'INlIO"'. ............1
_0
....e(
.
tr,",,"t. ~..._._._..___.........o.
t..-"",__..__
1--
:=..=
I
_II' CIlNr........._.........._...
............_-""""_.-.."""'1
I:
OUIl'OrCMAS.l.CClI'$:QU('<u'()f)
OVCl'OlCJIIII....
OVlotCIOF)
OAlIOfIOlAJ",'
........... 01,-.,
,.... 01' 'HJI)Il'
lM.AIllT II 1'lQfI.' OlIt_IOf...,.,...,OCQ,IIIND
o'WUllAU'OPl"~' =,.01:;(
....uaIPl'l(lftlQ
aTOIDP'tAU$I
'"........ --
_S/ - 0 --
_0 - 0 e-.......""'_
o
o
o "-"C.fOf'''UUIIT.AI__...........,...... Y.
..........-..
-
_ 0..0
"
- ....
QllTHllrC:HDo""_
.CUl"IIn_"".lC.It'....,....~~.____.......,ro_4d__~....'"
"'..........---.........__.....u...."'''__M..._............... .................
loIGIoIotlll'lAHOll1l.1f7
O. .......
.....~iIl
1 I1LJt:J .
"A"IAHOAOOf'IIUf7I1I'1",,"]~l1~C.wII
1_ITl'~.~ , 'lY'cpl..'J'
o ol)....z.
"
aAll',ID_,,",,_'
"
.........~ I"CJ"lO.IMlCf'"',-,...a"'".ICU'..'"'-......_",o__.~lIIl._fl_1
........"'.,.'-..--.--""...-.....-.........._"'...,_.,....-"--.........................
.IItIDCALD"MIN'~11l
Oll...__.,"~ItoIl.............."'._....""'...........""..n'".,II"'.t1mI,.tl.......,.-.....M.."'..""II(II....
_..,,"........................,..,................................................................,.,.....
n.
~ 1,'::"1,01
"
...
'.--
,-' .
'~, ;~1
o
\ ..;
.... ..0
"'. ;~':
,--
( )
\(]
N
e,
V,
"
...,.-
>. .'
u.'a:
u:
IlJ
!" .::! ::i
OU
.
lC
~
III
1-" ~
J:z ..
e>- "!
-~ !!
~ ~ t; g
~ oJ III..
N..~~E~"
.. "" 0 .. z ..
U - IaJ c( ,.
.....'\o:ltl~f:.2
\""-I~z~:I~:
-:r~ ~ IE ~ ~ i:
tV"'\:5D:~$ffi~
" I -.... 3: 0.
. " 0 td
Z ~ ":J
~$ ~
D:~ ~
~
-:T
N'"
. t
.
.....l
Po.
~
.
. .
.
1!Ictat 1lJill Club 'Q}~stClmtttt
I, LENA M. RUPP, 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
heretofDre 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. I authorize and empower my executor to sell any realty
owned by me at my death and not specifically devised or
bequeathed herein, at either public or private sale, and to give
good and sufficient deeds therefor, in fee simple, as I could do
if living.
3. I give, devise and bequeath all of my estate of every
nature and wherever situate as follows:
(a) My jewelry to Joy B. Nesselrodt,
(b) All my household furnishings to Joy B. Nesselrodt,
Mary B. Silcox, Raymond P. Benner, William A. Benner, Cletus E.
Benner, Melvin S. Benner and Crum H. Benner, share and share
alike, in accordance with instructions given to my executor,
(c) 10% of the residue to Grace Uni ted Methodist
Church of Carlisle,
(d) 25% of the residue to Cletus E. Benner,
(e) 25% of the res idue to Joy B. Nesselrodt, and
( f) 40% Df the res idue to be divided between Mary B.
Silcox, Raymond P. Benner, William A. Benner, Melvin S. Benner
and Crum H. Benner, share and share alike,
4. I nominate and appoint Roger U. Irwin to be the executor
of this my last will and testament; he is to serve as such
without bond. Should he die before my death, renounce or refuse
to serve for any reason. or die leaving any of my estate
unadministered. I nominate and appDint Harold S. Irwin, III and
Marcus A. McKnight, Ill. as substitute executors, also to serve
as such without bond, with the same powers as are given herein tD
my execu tor.
5. I hereby suggest that my personal representative retain
the services of Irwin, Irwin & McKnight, as attorneys in the
settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 16' day of July, 1992.
,ii/1/1 ,OJ /11 (2L.'u,JSEAL)
LEliA M. RUPP lV-.
Signed, sealed, published and declared by Lena M. RuPP, the
testatrix abDve 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.
~O~hl tt~jAU
a~~ED~! AND AFFIDAVII
liE, LENA M. RUPP, BElli A. MORIUSOU and SIlAROU L. SCIlIIALM,
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 the presence and hearing of the testatrix,
signed the Will as a witness and that tD 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.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
55:
Subscribed, sworn to and acknowledged before me by
LENA M. RUPP, testatrix, and subscribed and sworn to before me
by
/6'
BETZl A. MORRISON and SHAROIl L. SCHWALM, witnesses,
day of July, 1992.
this
/?-z~ 3. ~
ROQ TAA~ r
AAl,ISlE ~=IN, NOTARY MUC
I.IYCOMlAISSlC>>1=~~.~T
MEl'lltv-" nt". '..
.. '-'..~ .hl,..,..~
;1
'1
~
CERTIFICATION OF NOTICE UNDER RULE 6,6(01
Name of Decedenl:
LENA M, RUPP
Date ofDealh:
AUGUST 14. 1996
Eslate No,:
21-96-791
To the Register:
I certifY thaI notice oflhe beneficial interesl required by Rule 5,6(a) oflhe Orphan's Court
Rules was served on or mailed to the following beneficiaries of Ihe above-caplioned eslate on
October 16. 1996 .
~
Address
William A, Benner
Clelus E, Benner
Crum H, Benner
Grace Uniled Melhodisl
Raymond p, Benner
Joy B. Nesselrodt
Mary B,Silcox
Stuart Melvin Benner
589 Scrabble Road. Martinsburg. WV 25401
2115 Eagle School Road. Martinsburg. WV 25401
P,O, Box 245 Keameysville. WV 25430
45 Soulh Wesl Street. Carlisle. PA 17013
430 Winchester Avenue. Martinsburg. WV 25401
2644 Daniel Terrace. Winchester. VA 22601
518 Broodale Avenue. Martinsburg. WV 25401
Route 2 Box 202 W. Martinsburg. WV 25401
Notice has now been given to all persons enlitled Ihereto under Rule 5.6(a) except none
Dale:
10/16/96
I;: -".,-
r. ~
r
'Co
~
0-
(,'l
,.:_,
~.. ., .. ::J
UU
. )t~qaL
Signature
ffiWIN, Mc GIIT & HUGHES
Nwnc Roocr n, Im;o, Esouire
Address 60 West PomCret Street
Carli,le. PA 17013
llC':':
LC
Telephone 17171 249.2353
Capacity:
Personal Representative
x
Counsel for Personal R<-prcscnlnlil'e
;5' ~
(!.,
, 00 ,) I
\ 'J' . ).) 0 I L\
.\ ( .0
.\v ,~).
REV. 1100 EX )(1,0<1 it
C P
o 0 NAt.lE
R N
R D Ro er B. Irwin, Es uire
E E
S N TELEPHONENUt.lDER
- T 717-249-2353
T. Real Estate (Schedule AI (1
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held StocklPartne"hip Interest (Schedule C) (3)
4. Mortgages and Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (Sch. E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Translers (Schedule G) (Schedule l) (7)
B. Total Gross Assets !total Lines 1-7)
9. Funeral Expenses. Administrative Costs, Miscellaneous
Expenses (Schedule H)
10. Debts, Mortgage liabilities, liens (Schedule II
11, Total Deductions (total lines 9 & lD)
T2. Net Value 01 Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Sub'ecl to Tax (line 12 minusUne 13)
15, Spousal Transfers (lor dates 01 death aher 6-3D-94)
See Instructions for Applicable Percentage on page 2.
(Include values from Schedule K or Schedule M,)
16. Amount of line 14laxable at 6'/. ralo
(Include values Irom Schedule K or Schedule M,)
17. Amount of Line 14 taxable at 15'/. rate
(Include values from Schedule K or Schedule M,)
18. Principal tax due (Add tax from Line IS. 16 and 17.)
19. Credits/Sp Poverty Prior Payments Discount Interest
0.00+ 0.00 + 171.10 0.00
20. II Line 19 is 9realer Ihan line 18, enter the dillerence on line 20. This is the OVERPAYMENT.
~ 0 ICheck here If you are requesting a refund 01 your overpayment,1
21. II line 16 is greater than line 19, enter Ihe dillerence on Line 21. This is the TAX DUE,
A. Enter the inlerest on the balance due on Line 21A.
B, Enter the total of Line 21 and 21A on Une 21B, This is the BALANCE DUE,
Make Check Pa able 10: Re Ister 01 Wills, A ent
~ ~ BE SURE TO ANSWER ALL QUESTIDNS DN PAGE 2 AND TO RECHECK MATH .. ..
Under pen.1IUeS of perjury. 1 decL.re Ihlll h..... examln~ thiS rllturn,lntludlng accomp'nylng SChedules i100 statements,and to the best 01 my knowledge.nd belief ,IllS true,
correctlnd complete. declare Ihlt.1I rell esllle hIS b"n lepolted It true mlrkel value. Decl.rallon 01 preplrer olher than the per50nal rcpresl!nt.lUve Is b.~d on alllnlormaUon 01
which prepirer hlS'O)' knowledge,
CAB
H P l
E P 0
C R C
K 0 K
P S
ron DATE50r OCAHt AFTER 1lI111')1 CU[CK HERE
IF A 5"OU~AL. .. r: A M
o
E
C
E
o
E
N
T
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS eourmeaoc
DCCEDENT'S NAME \LAST. fIRST, Atm MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS
Ru Lena M. 9/,0 lIalnut Bottom Road
soelALSCCURIlYNUt.lDER OAT<OFOEATH OATEOFDlRT" Carllnle, PA 17013
232.01-8946 08/14/1996 07/28/1908
NUI.AOCR
FilE NUMBER
cO"~F~:tMM~OF P.ftJt:'il~~ANIA
HARRlsB~~t.~~~'2a.060 I
21.96.0791
'I'EAR
Cumborland
County
(IF APPLlCADlEI SURVIVING SPOUSE'S NAME (LAST ,fIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMDER
AMOUNT RECEIVED (SEE INSTRUCTIONS)
0.00
2. Supplemental Return
41. Future Interest Compromiso
(lor dale. of dealh aher 12-12-62)
~ 6. Decedent Died Testate 07. Decedent Maintained a living Trust
(Attach co of WHtl (Anach a copy of Trust)
ALL CDRRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Remainder Return
lIor dates of death prior 1012-13-62)
Federal Estate Tax Return Required
Total Number of Safe Depos~ Boxes
X 1, Original Return
4, limiled Estate
05.
o 6.
R
E
C
A
P
I
T
U
l
A
T
I
o
N
COMPLETE MAILING ADDRESS
lRIIIN, McKNIGHT & HUGHES
60 lIest Pomfret Street
CarlIsle. PA 17013
90,000,00
None
None
None
6.792.71
None
None
(8)
96,792,71
(9)
34,370.01
(10)
37,073.82
(11)
(12)
(13)
(14)
71,443.83
25,348.88
2,534,89
22,813.99
(15)
0,00
0.00 X
=
(16)
0.00
(0.00)< .06 =
T
A
X
C
o
M
P
U
T
A
T
I
o
N
(17)
22,813.99 X ,IS =
3,422,10
(16)
3,422.10
(19)
(20)
171.10
0.00
(21)
(21A)
(21B)
3,250.99
0.00
3.250.99
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
/7/''-1 ':i d'-.
. ,
SICNATUe
DATE
;
Fc.rm
REV .\102 Ill'. lIZ.II)
COI.I\l.'m~W~AN1A
ESTATE OF FilE NUMBER
Lene M. Ru SS 232-01-8946 08 14 1996 21-96.0791
(PropartY )olnUy.owned with Right 01 Survlvollhlp mUlt ba dllclolld on Schadula F) All rellaltlLa Ihould ba reportad It Illr ma.kal Vllua
which la daflned II tha prlca It which proplrtY would ba I.chlnged batwlln I willing buyer Ind I willing IIlIlr, nllther baing compallld to
b or 1111, boLh hl.ln r...onlbla knowlld · 01 the rlll.lnt Ilell.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
90,000.00
809 Redwood Drive, Cer1is1e
Borough, Cumberland County,
sold 11/15/96 to Dale L.
Davidson (settlement sheet
attached)
TOTAL (A1.0 Inle' on line 1. Recapnulalion)
(II more .pacels n.eded, In.ert addnlonal.hlll5 015lme .in,)
COP'lf19ht (e) 1"" form sottw..e only CPSystems.lnc.
$ 90 000.00
Fo,m 1500 Scnod... A (Rov, IZ.II)
AEV.ln1EX' (l.MI
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
co"rN\mnm~~~~AN'A
ESTATE OF
Lena M. Ru
ITEM
NUMBER
A.
1
B.
1,
z.
3,
C.
Plea.e Print o. T e
FilE NUMBER
21-96-0791
08 14 1996
DESCRIPTION
AMOUNT
Fune.al Expenso..
Ewing Brothers Funeral Home
4,908.60
Admlnl.traUve Costs: Roger B, Irwin
Personal Representative Commissions
Social Security Numbe. of Personal Representalive' 193 - 24 -1402
Year Commissions paid 1996
4,800.00
Anomey Fees
Irwin, McKnight & Hughes
4,800.00
0.00
Family Exemption
Claimant NONE
Address of Claimant at decedent's dealh
Street Address
City
Re1alionship
Stale
Zip Code
4,
Probale Fees
Cumbo Co. Register of Wills
214.00
1
Miscellaneous Expen.es:
Settlement charges for real
estate
11,333.71
2
Cumberland Law Journal
estate notice publication
60.00
3
Fees & inheritance tax due
on supptlemental return for
son filed to #21-89-0405 on
11/15/96
7,080.61
4
Irwin Cleaning Services,
housecleaning
687.00
5
Kenny's Auction, commission
(see continuation schedule attached)
Total of Continuation Schedule(s)
/,37,M.
I 31, 370.01
TOTAL (Also enter on line 9, Reca ~u1ation)
(II more space I. needed, Insert addlUonal sheets 01 same sill,)
Copyright (c) 1994lorm sottwlre only CPSyslems.lnc.
Form 1&OO~(h"'u" Htn.". ""1
/18,65
Estate of: Lena M. Rupp ssg 232-01-8946 08/14/1996
CONTINUATION SCHEDULE
Continuation of Schedule H-C
ITEM
#
AMOUNT
DESCRIPTION
100.00
6 Patricia A. Rosendale, CPA,
fiduciary income tax
preparation
25.00
7 Register of Wills, filing
fee
74.04
8 The Sentinel - estate notice
publication
238.40
9 Sarah Zeiders, lawn
care/maintenance
..........................
437.44
REV. 1112 EX. (1.131
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Pl.... Print 01 T .
FilE NUMBER
21.96.0191
cal.ll.l~W~LT~'~ENNSYLVANIA
IN RI AN t.: RETURN
S EN CEDENT
ESTATE OF
Lena H. Rupp ssg 232-01-8946 08/14/1996
ITEM
NUMBER
1
AMOUNT
',1.6',
DESCRIPTION
Borough of Carlisle,
water/sewer #00000341
2
Hanorcare Health Services
372, resident #94040
2,7"1. 37
3
PP&L, acct. #521 7359 950
acct. #223 216 3213 00
'12.65
4
13'..31
5
PA Dept. of Public Welfare,
medical assistance
3'.,107.85
TOTAL (Also .nl., on lint 10, R.ca IlulAtlOnl
(II mort spaco is n..d.d, Inson add~ional sh.tts a'.o.... si..,)
Copyright (c) 199.4 form softwlf. only CPSystems.lnc.
S 37 073.82
r.'m noo Schedule ItR..,. \.13)
REV oIalHX + 12-171
SCHEDULE J
BENEFICIARIES
cO"'I1I/il\1Ilm4\,'V~~jhYANIA
ESTATE OF
Lona M. Ru
ITEM
NUMBER
ITEM
NUMBER
FilE NUMBER
21.96.0791
232-01-8946
08 14 1996
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
1
A, Taxlb1e Blquests:
William A. Benner
589 Scrabble Road
Martinsburg, WV 25401
nephew
2
C1etus E. Benner
2115 Eagle School Road
Martinsburg, WV 25401
nephew
3
Crum H. Benner
P.O. Box 245
Kearneysvi11e, WV 25430
nephew
4
Raymond P. Benner
430 Winchester Avenue
Martinsburg, WV 25401
nephew
5
Stuart M. Benner
Route 2, Box 202W
Martinsbur WV 25401
nephew
NAME AND AODRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequests:
Grace United Methodist Church
45 South West Street
Carlisle, PA 17013
107.
s
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation)
(I( more space is needed. insen additional sheets of same size,)
CopyrlVht (e) 1994 form software only CPSys1ems.lnc.
Form 1500 Schedule J (Rev.2.S7)
87.
257.
87.
87.
87.
0,00
.
1!Iast 1!1llill atw 'Q}~stcttntttt
I, LENA M. RUPP, 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
heretDfore made by me.
1. I direct my executor to pay all of my debts, funeral and
administrative expenses as SODn as may be done conveniently after
my decease.
2. I authorize and empower my executor tD sell any realty
owned by me at my death and not specifically devised or
bequeathed herein, at either public or private sale, and to give
good and sufficient deeds therefor, in fee simple, as I could do
if living.
3. I give, devise and bequeath all of my estate of every
nature and wherever situate as follows:
1
(a) My jewel ry to Joy B. Nessel rodt,
(b) All my household furnishings to Joy B. Nesselrodt,
Mary B. Silcox, Raymond P. Benner, William A. Benner, Cletus E.
Benner, Melvin S. Benner and Crum H. Benner, share and share
alike, in accordance with instructions given to my executor,
(c) 10% of the residue to Grace United Methodist
Church of Carlisle,
(d) 25% of the residue to Cletus E. Benner,
(e) 25% Df the residue to Joy B. Nesselrodt, and
(f) 40% of the residue to be divided between Mary B.
Silcox, Raymond P. Benner, William A. Benner, Melvin S. Benner
-
and Crum fl. Benner, share and share alike.
4. I nDm i nate and appoi nt RDger B. I nil n tD be the executor
of this my last will and testament; he is tD serve as such
without bDnd. Should he die befDre my death, renounce or refuse
to serve for any reason, Dr die leaving any of my estate
unadministered, I nominate and appoint Harold S. Irwin, III and
Marcus A. McKnight, Ill. as substitute executors, also to serve
as such withDut bond, with the same powers as are given herein to
my executor.
5. I hereby suggest that my persDnal representative retain
the services of I rwin, Irwin & McKnight, as attorneys in the
settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 16' day of July, 1992.
,:1., /1/1 .oJ 111 (21t (SEAL)
LElIA M. RUPP ,"
Signed, sealed, published and declared by Lena M. RupP, the
testatrix abDve 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.
}6lJd.J ~ ?;/yt.11Jd.1 A(..I
- -- ---
..~, - _. ,..n _ .-.
ACKNOWLEOGEMENT AND AFFIDAVIT
WE, LENA M. RUPP, 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 Df
the witnesses, in the 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.
:t Mr1 r?--r 9.?tU ,P.... ,J..1 t)
LENA M. RUPP j
~
~/LU)L;;I vJ.b~
SHARON L. SCHI4'ALM
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss:
Subscribed, sworn to and acknowledged before me by
LENA M. RUPP, testatrix, and subscribed and sworn to before me
by
16'
BETZI A. MORRISON and SHARON L. SCHWALM, witnesses, this
day of July, 1992.
/?/'~ '3. ~
. l"'''''Llil:Al. J.
ROaEA B.IRWIN NaTAllY I'IJBUC
AJII.ISl.E 1lO!1aJOH Cuwwl
UV~A:SSlOll ExPIRES~~~
ME"'Iv" n...., '.
.. .......- .1'1.."""100':
Uft u".."...nllllll~w'lI\'
.n' U.LoIII v......,m'"1
qr
A, 501110",001 SUllomont
llJ,ln H. ,.ern"
~1.IlIU'"
lu,n ..."tlllf
0'J140tllili
Mor"J~'J. l",uflll(.. L,u ",.'Ihllf
o 'fT,lA .\ (~, [lIn~. Unl'" III! N.mlt!r
NUPP
4. (] V~ !I.D (OIlV, 111I.
e, tlOTE,i1,. ,..'" II ',,"II'iOdToo;;o,;., . "".."..." 0' ."", ..,"..'''''', "'".. ""'""" p,'" 10 I'd 0, tho ,.,,""""", "on' II. .hOwn.
II." "","" '". c.' .... p." ou,,"'. ., 0""_.' 'h., '" ,h..n h..' '0' _,.."",~n.' po,pO'" .nd "" nol _o~dod - ,h' 10".,
D, ttM1L ANU~owl \: D~l( I 0~W1D~D"
I 0 1I1~
E. NAM( ArlU ~OOI\E S
Utlt
(~lAIl cr Iltl~ M RUPP
r.
[; AU
L tn.
l''tc. t'.UIIH,~rl COllI' or It O.
2000 OHI);!O ll~IV[ 3RD flOO~. B[tll[l rARt::. PI. lS102
Q. PROP(I\IY AD') Rl()'JOOO DRIVE
lOCAtiON: (ARU~ll. rA 11013
II. . tllEMEUT A (NT:
pv>CE OF SETl\.EMENT;
(TI' - lJ-"J8~JII
. SETIUMENT DAlE:
11l\lIN. Mct;.NIUII ,tftJ6U[S
to VEST r<JIIfRfl ~lR[[l. CARLISLE, PA, \101l
;r. 5 MARynF BnRROWER'S TRANS~TION ~ -~UMMARVOF S~llER'S TRA "r.TIOIJ
"'0. GROSS AMOUNT nilE FROM OORROWER~ ~ '00 GROSS AMOUNT DUE TO SelLER'
lei. CoIIU'U ta'.. "let - gO, ;-00 lUll, ColIll.CI ,.1.. 'lie. '90~00U.
I"r....".....'''I' .U,I',,'''lIlpt''''''
10' ,,""""111(116,,"1' "",.": '"
1,"0"'11I."001 3_049.24
1!t ".
.., 10\.
ADJUSTMENTS FOR ITEMS PAID 0'( SELLER Itl ADVANCE: roO 1A ADJUSTMENTS FOR ITEMS PAID BY SEllER IN ADVANCE:
to,. 01,/1..11 I.... 11/15/96.J2/31/96 .e.. 01,....","1....11/15/96" 12/31/96 59 14
10'. C.1I111, I"" " .0'. CaIlIlI,I"" ..
to'. "'.....m,"" .. to. "","m'"lt "
Ie'. SCIOOl 11/15.6/]0/91 -600.5B .01 SCHOOL 11115.6130/91 .5
". 110.
Ill. ,II.
... '"
IN'- GROSS AMOUNT DUE FROM BORflOWER: 94,596.96 ..ro. GROSS AMOUNT DUE TO SElLEA~ 90,747.72
200. AMOUNTS PAID BY OR IN BEtt.AlF OF 8()f1f\()'v"!:ER: 500. REDUCTIONS IN AMOUNT CllE TO SellER:
~Ol. 0"011 0' "'11..1 mOil,' LOU' .OU "1.r.C.....'OII1C......."..CtIGlI.'
1<I1,,","'e!,II''''0Iltlt 01'"'' loatll,1 72.000.00 l.el.atl\l,,,,.IIICII.,o..IO...tfl""UOO) .71
~OJ (."III,Ia,"C.llth" u\lI,(1 10 ,01. hI"""1o.1Il.llthll.wllj,CIIO
rol. ~OI. ",all 01 hU "''''0''' 10111
,,' ,ei. PI,ollol ..call' mo.I,...Io,1I
,,' !e..
'" '0'.
'01 1.0..
." 50'.
ADJUSTMENTS FOR mMS UNPAID BY SELLER' ADJUSTMENTS FOR mMS UNPAID BY SELlER'
11001",..111"" .. ,IO.CI,,/I,.IIII1" ..
Ill. c.....,., ,.... .. ,u. 0011111, I"" "
111 "".......'IIU " iU. "'....m.lI.. "
". CREDIT TO BUYER .PER AGREEMENT 300 00 ... CREDIT TO BUYER .PER AG~UHENT 300.00
114. 11'.
'II. .,'.
,.. ...
",. '11.
m ...
". ...
220. TOTAL PAID OY/FOR 73,300.00 520, lOYAL REDUCTIONS 11,333.71
nomOWEA' IN AMOUNT CUI:: SEllER:
300. CASlt AT SfllIEMF.NT FROMITO nOMOWER: 600. CASH AT SETTlEMENT TOWRnM SHIER:
J,gl (iron AlIlOUnt It,,!' frtJlfl harra,"!!r Illrlt! 1101 94, . fiot firo" lIoM1mt l!uP to ""ll!'r 111"" 4101 ,'I'n.-/~
Jn1. "'51 IlIl'lollntn.1lll ~lfor t1nrrololl'r l\lnll 110 73.300,00 r.01. 'f'''' rfll",r.t'n" In Alllt. Iiolf' ""111.;11In,, S70 It 333.71
303. C,-.sU I {!fROMI (0 TDI BORROWER< 21,296.96 603. CASU I gTOI I 0 FROMI SELLER< 79,414.01
NOVCfI'!ler I~. 1996
HUO-' (3-88) - AESPA. HB 4305,2
PAGE'
nU""6 r~o'",.'
SETTLEMENT clt^nOES
II""'!"" 1'"
l,
100. TOTAL tiMl5lilllOt\lI1'5 COMMIS~IUN
l'AIllfllOM
!iflUlm
IUtlO9
AI
51 ITUMUH
,',A.I(,fIlOM
1l00Vlo",rn'S
nJNDS
AI
SI.1 nTMltH
f" JllO. UO
90,000.00 "
..-
n"llIl1U"''lllC'
700) A$ 't.X.lUW!i
,IAO GAIX.!!l.U' ~111J1l
OIV\$I014 Of' COMMI!)$ION 11It1!:
rDI : 6 I "flflf:l'fO I;:'
Pl! ,.
,D' r.....".I..1II1I ..Id.. ............
".
~!)1i..Q.Q.
N WI III AN'
h (iliAC.
NNt:
800. I EM P I(A ll' IN
,
01'
.j..1
..
:"'".,."::'.,
_!l~ h..III!L_~ 'a'
" 0.._ 'J"""
IO~ 1.~d"O' ",.n('kl~ 'II
0" ....... . . ... ...... . ,I( Ikl~" ..
PHI: Nlr. rn or "'~fAlrA "0100 rnrl
rf.-o
9!l.1l
AUI A~ II A II A X
, . 1
lftl PII r PJj M
UPAESS ItAll/AllIllOIlNE
ne UIAED BY lENDEf1 1 OE pAID IN ADVANCE:
."
goo. ITEM
. .
... I . ~ .", '" I .
.
.
,os
1000. RE EAVES OEP SITED WITH lENDER:
,..,.,a...'"
,1I...alllll
,.....flIIlII
",...011I11
,.. ma..'"
'.....a...II
,,, mall.II
"''''011I11
11I0..111.".
...011'"''''
...011.11. a'
9 11I0"1"''''
mo"III." .
mo..l1'II O.
...0"111.",
mo..I1'IIO'
Escrow Ad ustment
5 .8
1.I0tl . . III . ~
39,
'" "..
10. ..~,
..
8
oot fltl III ....~ .
,
A rf! Ite Aecauntl
1100. ITlE HAA E :
.... In
...
101 '1"'''
, "
0.00
o
o
.
'110 .
..
\I N M I:N (j T "1. 1
, ..
N . ,
IIDr. "110.".,..,1"1111
1ft'" . II II' ~u". ..
1101. TltI. ~""'''''' II STEWART TITLE GUARANTY tOHI'-'N'l'
II 0."
"
lilt.
1111 OI~nUR~(MENt FEf
1200. GOVERNMENT RECORDING AND lRANSfEfl CtlARGE
90 .00
00
65. 0
8 2.70
5
3 0.00
I 124.12
2], 82
3 B49.24 11 033.71
o "tll
01.10'"
900.00 'IIOt"
o
" At.:
, I ,.... I
..~ .'
lnl. tA II At.: R
uo~ AMERICAN RADON SOlUTION';
lJOO. AOUlTIONAL SEffiEMENT CH,l.RGE
, p . , " , "
,
, . \lARA ., AUC.ll A lOR
,~,- 6 H " , MOY R
" , . . - C ,
I h... ClI.luly ",1.... IU "UD'1 ..11I.....~1 BII..",.~I .".10 '''1 h.' at "" ...o.ltd,. ...d h"', III. . I.... .~. 'CC...II. ...11...."1 01 .1 I'C"~" .". 41Ih.""'."" ...14.
0.. ..., ,ctO"'" 01 "'" ~ '''II III"UtIlO" IU'lh" Ct",I, I~II I ..... ..t.ln' , to" 01,,,, "UD'1 B.tII.IlI.~1 B,,"lu~l.
.
'3 c&---
11/15/96'...." /I'Lf
0.1.: ";.M: ( I
ES1AJ[Orl
e.I"O. "
0".' ";'~';
t,I.,
..,,11/15/96
HA. H RUPP
D""O....:
OALE L DAVIDSON
0".:
80110....,
I dIIQt/.,I.hlU.IoI.ctO'.'"''
..,,11/15/96
B.lIl.",.~1 "a''''
ItS
DI"
WARNING: II" I e,I",. '0 ho_lIIl" "'I~I 11111 ....."'."11 10 .U u...... 8111" o~ .~'. Of .~, or"" It",'" IOfm. Pt~.I" .... ea~rl'"0" CI" '"',..... . hII. .... ''''''110'''
m..... rOl "111' ...: IN'. 11 US. Codl hellO" 1001 .... 'htua.. 1010
PAGE 2
HUD" (Re.. 3/86)
(BOO) 522-1050
ShepBrd'B/McGrBw-HIII
.1V-IWIII....)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT O' REVENUE
OF.ICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.k
UNO. AA 146941
RECEIVED FROM:
D
ACN
ASSESSMENT r:t
CONTROL ~
NUMBER
AMOUNT
ROGER B IRWIN ESQUIRE
101
.~,i!:JO."9
60 WEST POMFRET STREEl
CARLISLE, PA 17013
'OlD Hllr
-.OtDHUI
:'
ESTATE INFORMATION,
I:t FILE NUMBER
~ 21-1996-0791
I:t NAME OF DECEDENT (LAST)
I;i RUPP LENA M
~ DATE OF PAYMENT
iii 11/14 196
EI POSTMARK DATE
COUNTY
SSN 232-01-8946
(FIRST) (loll)
CUMBERI.AND
DATE OF DEATH
08/14/96
REMARKS ROGER B I RW I N ESQU I RE
m TOTAL AMOUNT PAID
$3,250.99
CW
MARY C. LEWIS
REGISTER OF WILLS
,
SIGNATURE ,.
.' jl';
,
.'
SEAL
CHECKII 11216
RECEIVED BY
.-
REGISTER OF WILLS
'I ". '....
. .' I .~
I
_ ___ __ __ _ ___ ____ ___ ___ _~. ___ ____. _._.~ ___< _.._ ._. _ ~n _._ _ ____ ___ .
.-- -~-- - --- -- -- ---- -- --" -
,
'"
"
,
,
..
,
-~...."...,..-
-. - _ . ~.~-W'fI _ C.-.r .,:.
J -'._
I~ . ~_ ;' ...',) l )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c......
*
BUREAU Of INDIVIDUAL TAXES
U.€:IU1&HC[ flK DIVISION
O(P1. 211601
twnllSllJtG, PA 1712'.0'11
NOTICE OF INHERITANCE TAX
APPRAISEHENT, AllOWANCE OR DISAlLDWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
",.,,,,, II ". 111...1
01-28-97
RUPP
08-14-96
21 96-0791
CUMBERLAND
101
LENA
M
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
Allount Re.Uted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HDUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'v: i54"7"EX_AFP-n-i:9&Y-iiOTiCnij:-YriHERiTANCE-TAiniPPRAiSEHEiir-.--m.-oiiAHCE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RUPP LENA M FILE NO. 21 96-0791 ACN 101 DATE 01-28-97
TAX RETURN WAS' I X I ACCEPTED AS fILED
I I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Roal E.tata ISchodula Al (11
2, stocka _ Bond. I SchedUla B I (21
3. Closely Held stock/partnership tnt.rest (Schedule C) (3)
4. Kortgeg.s/Notes Receivable (Schedule 0) (4)
5. Cash/Bank Oeposlts/HhC. Personal Property (Schedule E) (5)
6. JointlY awned Property (Schedule f) (6)
7. Transfers (Schedule G) (7)
8. Total A.set.
HOTE: To insure proper
credit to your account,
lub_it the upper portion
of this for_ with your
talC paYllent.
90.000,00
,00
.00
,00
6.792,71
.00
,00
IBI
96.792.71
34,370.01
37. 073,82
UII
U21
U31
U41
71 .4C.~ A3
25,348.88
2.534.89
22.813.99
APPROVED DEDUCTIONS AND EXEMPTIONS:
q. funeral Expense./Ad.. Costl/Hisc. Expenle. (Schedule H) (q)
10. Dobt./Hortgoga liabilitio./lian. ISchodulo II (101
11. Total Deduction.
12. Net Value of TalC R.turn
13. Ch.ritable/Gove~antal Bequests (Schedule J)
14. Het Value of Estate Subject to Tax
If an asseSSMent was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will
reflect figureS that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Aaount of Line 14 .t Spousal rate (15)
16, Aaount of lino 14 taxablo at Linaal/Cla.. A rota 1161
17. Aaount of Line 14 taxabla at collatoral/Cla.. 8 rata 1171
18. Principal Tax Due
TAX CREDITS:
NOTE:
.00 X .00=
,00 X .06=
22,813.99 X .15=
U81
.00
,00
3.422.10
3.422.10
PAYHENT
DATE
11-14-96
RECEIPT
H\J1I8ER
AA146941
DISCOUHT ('1
INTEREST I-I
171.10
AHOUNT PAID
3,250.99
PAYMENT MUST BE MADE BY 05-15-97M,
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
3,422.09
.01
.00
.01
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Df ADDITIONAL INTEREST,
1 If TDTAl DUE IS lESS THAN 'I, NO PAYHENT IS REQUIRED,
If TOTAL OUE IS REflECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REfUND. SEE REVERSE SIDE Df THIS FOR" FOR IHSTRUCTIOHS.I
nt~
fl
"j
'r-II JI~N 2/i f' 1 :(: 7
CIl:
Curflt
"
1./.
RESERVATIONI E,'et.. of decedent, dying on or ~far. Dec..c.r 12, 1982 .. l' any future 1nt.r..t In un. ..tet. 1. transflrred
In po.....lon or anJov-ent to Cl... B (callatat.l) beneflcl.rl.. of thl d.c.dent .,t.t the expiratIon of any ..tat. for
11'. or far y..t., thl Co..unwealth hereby ..pr..,ly t...tv.. thl right to appral.. and .,.... tran,'.r I~tltenc. T....
at the l~ful C1... B teall,t,rel) tet. on any such future Int.r..t.
PUlPOSE Of
HOlICEr To fulfill the r~lr....t. of Section 2140 0' h Im.rltencl and Est,t, Tax Act, Act ZZ of 1991. 12 P.S.
Section 214D.
PAYHEHT.
Detach tM top portion of this NoUel and tub_It .,Ith your payunt to the Right.,. of wUlI printed on thli nv.t.. tldl.
u"ak. check Or' MtMy order payable tal REGISTER OF MILLS, AGENT
All payunt. rlcelvld ,hell first ba applied to any Int.r..t which ..y b. due with any r...lnder appll.d to the tax.
REfUND (CA)I A nfwld of a tax cr.dlt, which w.. not requeJt.d on the Tax R.turn, MY be reque.t.d by co.pl.Una ., "AppllcaUon
for R.fund of Penn.ylv.,l. Inherltanc. and E.tat. Tax" (REV.1313). application. ar. avallabl. at the Offlc.
of the Regllter of 1'1111, .,y of the l3 R.vW'1U8 01ltrlct Offlc.., or by caUlna the .~Ial l".hour
answering ..rvlc. nuaber. for for.. ord.rlng: In Penn'Ylvanla 1.800-36l.ZDSO, out.lda Penn.ylvanl. and
within local HBrrlJburg ar.a (717) 787-80~, TOOl (717) 77Z-ZZSZ (H.arlng I~alr.d Only).
DIJECTIOHSI Any party In Int.r..t not satlsfl.d with the appralseaont, allowanc. or disallowance of deductions, or .....s.ant
of tax (Including discount or Int.r..t) a. shown on thl. Notlca aust obJ.ct within .Ixty (60) day. of r.c.lpt of
thll NoUca by:
--written prat..t to the PA Dap.rt.ent of Revenue, aoard of Appeal., Dapt. ZIIOZl, Harrisburg, PA 17IZ8.10ZI, OR
-..IKUon to hava the ..tt.r det.r.lned at audit of the ecCOl.W'lt of the personal npr..."taUve, OR
ulllPPtl.1 to the Orphan.. Court.
ADHIN
ISTRATlYE
CORRECTIONS:
Factu81 error. dl.cover.d on thl. ........nt shoUld be addr....d In writing to: PA o.part.-nt of Ravenue,
Buraau of Individual Taxa., ATTN: Po.t A......."t R.vlew unit, Dept. Z10601, Harrl.burg, PA 171ZI-0601
Phone (7171 717.6505. See page 5 of the booklet "In.tructlon. for Inheritance Tax Raturn for a R..ldent
Decedent" CREV.1501) for an explanation of ~lnl.tr.tlvalY corrKtabl. error..
DISCOUNT:
If any tax due I. paid within thr.. (3) calendar .onth. .ft.r tha d.c.d.ntts d.ath, a flv. p.rcent (5%) dl.count of
the tax paid I. allowed.
PENAL TV I
The 15X t1IlC ......ty non.parUclp.Uon J*'III ty 11 ~t.. on the tot.1 of the tax and Inter..t .....INd, and not
paid befora January II, 1996, the flr.t day aftar the end of the tax aana.ty period. Thl. non-p.rtlclpatlon
5*\81 ty II appe.labla In the ... aannar and In the the ... tI.. parlod a. you would appeal thl talil and Int.r..t
that h.. b..... .u....d .. IndlC8t.d on thh noUc..
IffTIRESTI
Inter..t I. charged MaiMing with IIrlt day of d.lInquency, or nlM (9) ""th. and one (1) day froe the data of
dMth, to the data of p.YMnt. Tax.. which bee... allnquant before January I, 191Z bur Intan.t at the rat. of
lhe (U) percent per ....... calculat.d .t a dally rata of .000164. All tu.. .....Ich bac:... delinquent on and aftar
January 1, 1912 will ba.r Int.r.st at . rat. .....Ich will vary froe calendar y..r to calandar yaar with that rat.
announc.d by the PA Depart..nt of R.venue. The appllcabla Int.r.st rat.. for I'll through 1991 ar.1
!!!! Int.rut Rat. Dally Int.rut F&Ctor !!!r Int.rut Rat. Dally Int.r.st Factor
l'Jaz Z'~ .OOOSO\I 19.' .~ .QQOZU
1983 16% .000"31 1911-1991 IU .OODl01
1... ll~ .000301 199Z .~ .000Z"7
1985 lS~ .000356 1993.1994 r< .000192
1986 1'~ .000Z7" 1995-1997 .~ .000ZO\1
nlnt.ra.t It ulcul.t.d .. fal1Ot1.:
INTEREST = BALANCE OF TAX UNPAID X HUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
uAny Hotlu hNed aft.r the tax bac:OM' del1nquant wll1 r.nKt an Int.rut c.lculaUon to flft..., US) dIIy.
beyond the data of the ..........t. If pay...,t Is IIada aft.r the Int.re.t caput.tlon date shcM1 on the
Hotlca, additional Int.r..t au.t be calcul.ted.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
&I:
._._~.__..-.~
__.-Ilugcr II, Irwin
boing duly Hwurn___ __ ..cording to law, do 1'010' and lay' that ho _J.lL-the
I;KCC\ltoL---___,_ ____ ___0 0' tho e.tato 0' I.cnn N. Runn
10 to 0' __ ,tl!~JI()rougll_of CnrlJHlc ,______, Cumborland County, Pa" docoasod and that the
within is en invontory medo by ____ Rog~l~wl!1_____, tho .aid EKecutor
0' tho ontiro osteto 0' said docodent, con.isting 0' ell tho porsonal prol'drty and real ostate, oxcopt real e.tato outside
the Commonwoalth 0' Ponn.ylvenie, and that the figuros OppOlito each Item 0' tho Inventory roprosent it'. fair value
as 0' the dete of decedent'. death,
Sworn
and .ublcribed be'ore me,
(//t.@i~' c-&-..
Roger B. I Eneutor . Xl!.XtlllIll>>XX
60 Wcst Pomfret Street
lanaI 50<11
~Une L. Orowbaugh, tJ::!.lfi !JIlt'., .
Carlisle Bora, Cumberland Counly
My Commission E'plros Aug. 14, 1999
Mlmlar,P&..jMwiaAsoodalioncA_
Data of Daeth 14
D.y
j
Carlisle, PA 17013
Addr."
08
Month
1996
Yea,
INSTRUCTIONS
I. An invantory must ba filed within three month. after appointment of porsonel rapre.onlative,
2. A lupplement inventory must be filed within thirty day. of di.covery of additional allah.
3. Additional .heah may be attached al to personally or roally
4, See Article IV, Fiduciaries Act 0' 1949,
~I
'M
.... '"
.. -D <= '"
~ 11l .... '"
w u " :J "
~
~ ~ S ~ .. ::>
.... w ..... .. .... '"
'" ll. l1. 0 u ..
.... 0 III l1. .. ...
0 C '" >-
0 w ~ w ::> .c ~ '" ..
, I- J: ll. <>:1 .,j 0. c f-o
'" t- ...J U. :l .. ~ '"
'" Z U. ...J <( 0 ~I 0 ll. OJ 0 "
I W <( w .. OIl:l: ....
.... > 0 ~ 0 ,;. o <( 12
N z ~I '" - <>:
Z 0 c U
C "
III Z OJ 0 :>:
0 ~ ....' .c U
Z w <( I ... - .
ll. I -0 Z
c ....
~ ~
- ;:
0 ..
.<l ....
.. E -0 ".
- ..!! 0
~ " 0
...J U u: lD
STATUS Rt:rORT llNIlElt IWU: 6.ll
Name of Decedent:
LENA M. RUI'I'
Date of Death:
AUGUST 14. 1996
No. 21-96-0791
Pursuanl to Rule 6.12 of Ihe Supreme Court Orphnns' Court Rules, I report the following
with respect to completion of the ndmin;strulion of Ihe nhove-enptioned eslnle:
I, Stale whether administralion of the estnle is eomplele: -1L Yes - No
2. If Ihe answer is No, state when Ihe personal representnlive rensonnbly helieves thnllhe
administration wil1 be complete:
3, If the answer to No. I is Yes, state the following:
a, Did the personal represenlalive tile a Iinalnccount wilh the Court'l
_ Yes lNo
b. The separate Orphans' Court No. (if any) for the personal rcpresenuJtive's
account is:
c, Did Ihe personal represcnlative state an account infonllally 10 the pnrties
in interest'1 .x. Ycs _ No
d. Copies of receipts, releases, joinders and approvals of fonnal or infomlal
accounts may be filed wilh the Clerk of Orphan's Courtnnd mny be
attached to Ihis report,
Date:
03/31/97
/7 13/\' ci~
,
Sigllolure (',
IRWIN, McKNIGHT & HUGHES
~
-
:~ ~;c
''''''''.(1)
-:::-
r"
-
I
~~
lJ..
'"'
Roger B. Irwin. Esauire
Name (please type or prinl)
60 West Pomfret Strcet
Auuress
Carlisle. PA 17013
City, Slate, Zip
(717) 249-2353
Telephone Numher
r.
{.. ,",
rue!:
0:
r--
P'
'. ~
~:J
uu
Capacity:
Personal Representative
Counsel for Personal Representative
x