HomeMy WebLinkAbout96-01054
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I)ETITION ...OIt PHOHA TE and GRANT 01; LETTERS
1,:\1<1'" IIr _.Ev"l'yn_.h._.R.uck.~oJl= _ No, _~_~-IDS~
<11.111 klll;"'1I fI.1 __Jvel>'.~..".."-j{~c.!<!l.,:,~.- ro:
a leo ..k.nQW)Lllfl_ EveJy_n_ .IlU.ck!>!'JL___ Regi,ter of Wills for the
____.. .. .._ _________. __.__ ... /J<'C<'fI.\<,d. Count)' of Cumberland in the
Sodfll S,'<"uril,l' No. Jlo!i.-J!J.::5697. Commonwealth of Pennsylvania
Till,,' pClilion of till: ul1llcn,iglu:L1 rC'IH.'clflllly n'J'1rc~Ct1ls that:
Your Jll'litinnCrl'). who j\/arc IX )'c:.U\ uf i.I}!C ur nllh:r an Ihe C.\C'f..'lILO.r
inlhe lall \lil1 of Ihe ahole de,,'delll, daled _[~I:!!!l!!EY 13
and cmlidll,) daled _._______________
and _R~l!!lIlf.!!l~J.Q1!.. da ~e~
named
1991
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l'lall' fI..k.\i1I1Il"lh:tll1l\lillll"...... l'.~. Il'llUl1l.:ioIlinn, lkillh III C\C\.'U!lH, ell:.)
Ilecelldelll \lal domiciled at death in Cumberland __ CoulllY. Pennsylvania, willt
ILe.I_ 1alt fmnih or principal relidence at _.forest Park Health Center. 7UO Walnut
Bottom Ruad, Bor.Q!lgh o~arlislo, Carlisle! PA---rTorr-
(11'1 \lh,'l'l. 1I1111lhcr and IIlUndl1al1ly)
Decendent. Ihell ~__ yearl of age. died No"ember 26 , 1996 ..
al_FQ~~~~_Park K~~lth Center. 700 Walnut Bottom Road, CarlISIC; PA-r701~.
E\Cepl al follow', decedel1l did nol marry. \la, nol ~ivorced and did nol have a child born or adopted
after e\eculio!l "f Ihe \I ill offered for probate; wal IIllt Ihe viclim of a killing and wa, never adjudicated
ilh:olnpCIl.'llt: ___
Decendelll at death ollned property with e'limated mlue, a, followl:
(If domiciled in I'a,) All perlonal property
(If not domiciled in 1'".) Pc"onal property in Pennlylvania
(It nol domiciled in Pa.) Pcrlonal property in County
Value '11' n:al -.:~latC in PCl1n~yl\'ania
~ilu:lIl.:d i.l' 1'0110\\":
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\\ 1.IEREF(lRE, pelilioner(,) relpeclfully requelt(1) the probale of tlte 1asl will alld eodicil(s)
prelellted herc\lilh and the granl of lellcrl._.!.estnmentary
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OATH 0... PEltSONAL REPHESENTATIVE
COi\ll\IO:\WE,\I.TlI OF l'E:'Ii:\S\'I.\'Al'iIA
COt::'\T\' OF _~umberh'.n.1
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llll..' pClitinlH..'rt...1 aho\c.nanll'li \\\\'ar(...) or affirl1l(') thllt thl' 'lah,'l11l'nh in Ihl' rOfe~oilll! pelllittll au.~
trUl' .lI1d 1..'orrc..:1 IOlhe hl',t ltl thl" J..1\.mlcdgl' alld hdid or Pl'lilionef("') alllllhal ii' I'H,'r"'Ollal fL.pll....l'lI.
lali\l'b) uf 1111.: ilhO\\.' tlc\.'l'dCIII Pl'tilinlll'f(\) will wdl any lruly adl11illi'l~r the.' 1,.'f'Iltlll' a".'l'oHlil1~ 10 law.
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S\\ltrn hi Of ;I1t"irlllC,,'\i and \uh'..:rihcd . ""I-/a.4!b. ..-}~J:~(~~..._ - ,:!l
hcfofl' l11~hj.. ____,__ _~..___ . da\ of I Pc_ter R. Sch~llt1.nbnrBl!r__ ~
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No. 21-96-1054
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.:stntcof Evolyn L. Ruckbeil. a/k/a Evelyn Lea
Ruckboil. a/k/a Evolyn Ruckbeil
. Deceased
DECREE OF PROBA n: AND GRANT OF LETTERS
AND NOW December 20, 19~. in consideralion of Ihe pelilion on
Ihe revcrse side hereof. satisfactory proof having been presented before me.
IT IS DECREED Ihal the instrument!s) dated February 13. 1991
described therein be admitted 10 probate and filed of record as the last will of Evelvn L. Ruckbeil.
a/k/a Evelyn Lea Ruckbeil. a/k/a Evelyn Ruckbeil
and Letters Testamentary
are hereby granted 10 Peter B. Schultzabaner
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HAMILTON C. DAVIS
010264
FEES
Probale. Letters. EIC, ......... S 115.00
Shorl Certificates(/~) ,........, S 30.00
Renunciation ...... (1.).. . .. ., S 5.00
x-Pages (4) S 12.00
.1CP TOTAL _ S 5.00
Filed." ~C;l!I!'~I?, ?-p.,.1~~,6.,., ,l.li!.!l~,
ATTORNEY (SUP, CI, I.D, No.)
PO BOX 375. SRIPPENsBURG. PA 17257
ADDRESS
717-532-5713
PHONE
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Mailed Letters and order to Attorney on December 20,1')96
Thi\ I' III Hllit) Ih,11 the 1IIlullll.lllllllllllt ~:l\11l1' tllllttlli II'I'II'! 110111 ,ill tlll.L'III,t1l('lllllt,tlt. tll dl,llh duly
1.1I1.t1lh'gl'lr.ll Thl OII.l:III.lI 1111Ilh.tlt. \,,11 hI' j"I\\.lI,I"II'1 Ihl ....l,llt VlI.d Hltlll.h I Hlltl' tHI I't'llll.llll'lll "hll~:
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WARNING: Ills II10gnl to dupllcnto Ihls copy by photostat or photogrnph,
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3960093
Nil
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1996
HI(II,.I&)""-"'7
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH . VITAL RECORDS
CERTIFICATE OF DEATH
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estate, wheresoever and whatsoever, including the net proceeds
from the sale of my real estate, I give, devise and bequeath
in the following manner:
A. One-Half thereof unto my cousin, JUNE RODERICK
and her husband, THEODORE S. RODERICK, or the survivor of
them, in equal shares, share and share alike. Should my
cousin, JUNE RODERICK and her husband, THEODORE S. RODERICK,
both predecease me, then their share in my estate shall
~n
go to their children, who survive me, in equal shares, share
and share alike.
B. One-Half thereof unto my cousin, JANET H. SCHULTZABAR ER
and her husband, PETER B. SCHULTZABARGER, or the survivor
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of them, in equal shares, share and share alike. Should
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my cousin, JANET H. SCHULTZABARGER and her husband, PETER
B. SCHULTZABARGER, both predecease me, then their share
in my estate shall go to their children, who survive me,
in equal shares, share and share alike.
Should any beneficiary be under the age of twenty-
five (25) at the time he or she may become entitled to share
in my estate, then I give, devise and bequeath the share
or shares of said child or children, unto my Trustee, In
Trust Nevertheless, for the following uses and purposes:
1. To invest and reinvest the principal of said
trust, including the net proceeds from the sale of my real
estate, in such securities as he or she shall select whether
or not the same be considered as legal investments for trust
funds in the State of New Jersey or any State, to collect
C.DA.
Pl'P
the rents, issues, profits and income and so much of the
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principal as he or she may deem necessary for the health,
comfort, maintenance, education and support of said child
or children until the age of twenty-five (25).
2. As each said child attains the age of twenty-
five (25), I order and direct my Trustee to pay over, transfer
and convey to said child, the balance of the principal and
any undistributed income, if any there be, then remaining
in his or her hands, absolutely and in fee.
SEVENTH: I hereby nominate and appoint my cousin,
f
JUNE RODERICK, as Executrix of this my will. Should my
cousin, JUNE RODERICK, predecease me or fail to qualify
hereunder, or having qualified, should she thereafter die
~
or fail or cease to act as such Executrix for any reason,
then I hereby nominate and appoint, PETER B. SCHULTZABARGER,
as Executor of this my will.
EIGHTH: I hereby nominate and appoint my cousin,
JANET H. SCHULTZABARGER and her husband, PETER B. SCHULTZABARGER
or the survivor of them, as Trustees of the children of
my cousin, JUNE RODERICK and her husband, THEODORE S. RODERICK.
NINTH: I hereby nominate and appoint my cousin,
JUNE RODERICK and her husband, THEODORE S. RODERICK, or
the survivor of them, as Trustees of the children of my
cousin, JANET H. SCHULTZABARGER and her husband, PETER B.
SCHULTZABARGER.
TENTH: I direct that my Executrix or Executor and
Trustees, appointed in accordance with the provisions of
C? .V.A-
m,p.
this my will, shall not be required to furnish any bond
or other jurisdiction for the faithful performance of her
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RENUNCIATION
21-96-1054
In Re Estate of
I. Iluc kbl! 11
I.l!n Iluckbl!ll a k a
((vlllyn Iluckbl!il
deceased,
To the Register of Wills of
Cumberland
County, Pennsylvania.
The undersigned
June Rodorick
of
the above decedent. hereby renounce(s) the right to sdmlnister the estate and respect fully ask(s) that Lellers
Testamentary
be Issued to
Peter B. Schultzabal'~or
WITNESS
my
hand this
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dsy of
C2J. vuA a4w ~
June Rodbstsr~'ltro)
20 Ashton Place, Glen Rock. NJ 07452
(Addres.)
(Slgna,u,o)
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UU (Address)
Ulina lQ is greater thon Uno 18, enter Iho dilforllnco on Uno 20. Thi1. i, lho OVERPAYMENT.
t1 O...m.!WIil<li..I.TN1....'..,J!III'IIIlIl:......tn":'T:I':'J..TI.IIJ...'...I,'J:J.:....I111111
Illino 18 is grooler l'lOn Uno 'C), onlN Iho difforenco on Uno 21. This is Ih" TAX DUE.
A, Enler Ihe inlon,,1 on tho holancn dl/o on linn 21A.
n. Enler Iho lotal olllno 21 nnd 21A on Uno 210. Thi, is Ill., BALANCE DUE.
Mo\c. Check Payable to: Reglster of Wills, Agenl
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
'J~dor p.nolti.. 01 porjury, I dodor. ,ho' I ho'o o,omin.d ,h;\ ro'urn, ;nduding occampnoying "hodulo\ ond "olomonU, ;,nd '0 ,ho b.\' 01 my Inowlodgo and boli.I,
" "lIuo. CO"." and complo'o. I d.dor. 'ho' 011 ,0nlo\,oI0 ho. b..n r.po,'od 01'"'' morl,' ,o'uo. o.dofOli.n 01 pr.pooo, o,bo, ,hon ,h. p...onol ropr...n'oli,. is
hosed on 0\1 information 01 which prepor r has any knowledge.
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'OR DATlS 0' DEATH lonER 12/31191 CHECK HEal
INHERITANCE TAX RETURN ~o~::~yU::~DIT IS CLAIMED 0
RESIDENT DECEDENT 'ILiNUMii"R-~---.
COMMOIIWf.l1l1orr"''''''V..... (TO BE FILED IN DUPLICATE ~ I
nf'.'mWWJJ,I,VlIIUf WITH REGISTER OF WILLS) ,~.
''''''5'U'O, .. 1111...01 COUlm .cODE _YEAR
01 CI 01 uT'S. HAME II"'~ ,IIUI. "'ID Mill IIltul."I\ _ III 0 lJl fll'!t (OMPllII "n{lll~~ . f..' I
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0.0. 1. Originnl RnlUrn 1 J 2. Suppl.m.nlol R.'urn 11 J. n:~d~,(:~ro~~~~~h prior 'a \2.13.021
o 4. limir.d E"o'. L1 40. fulu,. In,.r..' Camp,omil. 1.1 5, fod.r.1 E.,o'. To. R.'u,n R.quir.d
llor dotll' 0' deolh ollor 12.12.821
00 6. Oo..donl Diod To.,.,o I] 7. D.,.d.n' Moin'oin.d 0 li,ing Tru" 0 O. To'ol Numb., 01 Solo D.po.it 00'"
(AUach copy 01 Willi (Allach copy of Tru't)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO,
NAMA COMPI(Tl MAlutlG AnOIf!l~,; ~"'j (
/'<:d"'r r, ShvILz..,h'''''Jc'.'' :J-II ()'..'" 5"1'101<- e,
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1. Roo1 E.,o'. (S,h.dulo Al
2, 510,\1 and Oondl(sch.dulo 81
3. Clolely Held Stock/Partnership Inlero" (Schedule q
A. Morlgoges and Noto, Receivable (Schedule 0)
s. Co,h, Bank Ollposih & Mi,cellaneous Perlonal Property
(S,hodul. EI
6. Jointly Owned Prapllrly (Schedulll FI
7. Tr...I." (S,h.dul. GI(Sch.dulo II
B. Tolal Gran Anets (loloIUnc, 1.71
q, Funoral e.ponsol. Admini\lralivo Cn,". Mi\Collnnoou,
EJl.pensos ISc.hlldulll HI
10. Debts, Morlgogll lIabilitills, liens (Schedule I)
11. Tolal Deductions (tolallino, Q & 101
12. Net Value of E'lale llinc B minus Uno 11)
13. Charitable and Governmental SoquoI" (Schodulo JI
14. Ne' Volue Subject 10 Talt (Une 12 minus line 13)
Spousal Tran,feu ((or dale' 01 dllOlh altor 6.30.9.4)
Soe 1",lruction, far Applicablo Pllrconlooo on Royono
Side. (Include volulI' hom Schedulo K or Schodulo M.)
Amount 01 line ,.1 laJlablo at 6% rato
(Include value, from Schodule K or Schedulo M.l
Amollnt of lino '.1 InJlohlo 01 15% rolo
(Includo valuo, !rom Schodulo K or Schodulo M.)
Principal tax duo (Add tax from lino, 15, 16 and 17.)
Crodin Spou,al Poverty Credit Prior Payment'
+ .2 <]t,r
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Act #48 01 1994 provldol lor tho roductlon 01 tho tax ralos Imposod on tho not valuo 01 trans Ion to or lor
tho uso 01 tho spouso. Tho ratol as proscrlbod by tho statuto will bo:
. 3% (.031 will bo appllcablo lor altalol 01 docodontl dying on or altor 7/1194 and boloro 1/1/96
. 2% (.021 will bo appllcablo lor ostatos 01 docodonts dying on or altor 111196 and boloro 111197
. 1% (.011 will bo appllcablo lor ostatos 01 docodonts dying on or allor 111/97 and boloro 111/98
. Spousal translors occurring on or altor 1/1198 will bo oxompt Irom lnhorltanco tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (v) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did docedent mako 0 Ironsler ond:
a. reloin Iho use or incomo 01 tho property translerrod, .......................................................
b, retain Ihe righllo designole who sholl uso Iho proporly tronsferred or its incomo, ...............
c. retain 0 reversionory interest; or ...................................................................................
d, receive the promise lor Iile 01 eithor payments, bonelils or coro? .......................................
2. II death occurred on or bolare Decembor 12, 1982, did decedent within Iwo years precoding
death Ironslor proporty withoul roceiving adoquale considoratian? II dealh occurrod oller
December 12, 1982, did decedent tronsler properly wilhin one yeor 01 dealh without receiving X
adequote consideration?,....,..."."..."..",..,...,..,...,',..,..,.,"',.,.,..,',...,',..,',.., ....,..',.",..,..,...,
x
3. Did docedent own on 'in Irusllor' bank occounl 01 his or hor doath?......................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
IlY.Ul0 (J. 12811
~'l:~~
11"" :::t.,,,
_~'.Wi^,"
COMMOHWfAllll Of ,nm!lYlVAU1A
INHlIlTAHtllAX .nUI"
IISlDIN1 DlelDINt
SCHEDULE G
TRANSFERS
ESTATE OF
,() k' I r-_-v..../y"
f'\, lJ c- /} G ,. I r.:-
L.
PLEASE PRINT OR IYPE
FILE NUMBER
J../-/11G, _IO~'I
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE OUEST IONS ON THE REVERSE SIDE OF THE COVER SHE" IS YES,
.- r
ITEM DESCRIPTION Of PROPERlY
NUMBER Includ. nom. 01 Ih. 'ton".r.~. ,h.ir ,.Io';onih,p fo Jp(f1d.nt, dale or hun,'.',
ElClU510N
TOTAl VALUE
OF A55ET
DECD.
%
INT,
DOllAR VALUE
Of DECEDENT'5
.INTJIlEST
I "J lJ~':' ~ccJul'c..k :l. .,1 7/>.:1./1{, I I {",r , I
CL".'~I " ! (".JrCl
/ / / I r
.t"A I
Sh,,/l%-.,h.'''l~''1 I !V
:J., Jq~?t 7/:J..2 /'1f. ,$ ~ rrr J (lrr-
Cr....1 J I
3.
...
,j1J"(.
o J k a.~,1
f\OG "",..,"G- I c.."....',.
11/3I'lt
'-I.
J'q~b t
s~" I tt.'1 lq-1 ':',
j,,,a
VluJ'
Ilh/1t
5"
{3,.,',,'I st, It.,.,!"",}.!",,
C4",)+" 1 s. 7'!,.+-
/'/.3/1(,
(,
$vS"" Roclt?.....,c.k
,j.,.l.....) 1,J-~
"M"?
7.
S..Jev Go R DC)?""')'
,d. ;.J....) '] ,1.1-
/I /3 J'I?
o
o
i
:/1 .2 t'rn :~ '1 t:o""
I ! I
i
I i
i.I ',"
r ~ 1'Ii"~ .--r
i
I
I
!
,~ "-~-o
i
I .2,0
r
i
\
~
,
I
I
I
\
I
\
-",~-C
t.
7 "', ()
,
~
"7 ~)t"'(.'
I
,
I
I
I
I
I _l .n____.. _. --------.-
. . . . TOTAL {AI.o ."., 0.' I". 7,.R."'.Pa"IOI;o'L.~_~1.!:J_rt2':'.{,-
(If more spac. 'I n.eded. inler' addrllonol she.ts 0' lomlt si:e.J
---~ -..----. - ~..._....-
'1 ",.,.
,
I
i
\$
!
I
!
In
I
I
i
,
I
I
i~
I
\
,
I
i
,
,
a ~-'"
o
",-Yo
<:)
.fl"iO
o
""''''''''1'''1
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES Ploalo Print or Typo
I I?V..JY-I1~~ L. . ~... ..... ~. ] FILE 7~B~R I '1 7~t~ _.~()j"1
.
COMMOUW(AlIll Of "Ut~!t't'IV"'IIA
ItuURIIAUC( ,...(IUIU
_. .t!t~.D_~~I__~(ClD_(_~~__
ESTATE OF
(2vvk bGl I
City
4. P,obolo Foos
C. Mllcellaneoul Expensos:
1. Ad V"'/."!./~')
2. R e~$~ .......~ J".-
3,
4,
5,
6.
7.
B.
ITEM
NUMBER
A.
l.
B,
DESCRIPTION
Funeral bpensos:
pt..,nt.',.,,1 HOM.~
fA 17.').,/1
P- '11'"
N~..,v,/I(.
I
.,...
,i' I (.J
I.~ t'" ,'l'
f"{j'J . t'"
p, r I C' ,"... ,",,' (...c...1'
"'''ol",~~''CJ"., ~
C4''' I;..t
c.......,..~A"..'1 C>/J.!.':"
r_'f.Jllt.1 c.~#; c.~ ...I..~JY
.'1 'Joe;. t!.I.f.
Admlnlstratlvo Costs:
1. Personal Reprosentalivo Commissions i,.e,.. ,., I ,,' ~~c.1 A/.A-
Sociol Socurily Numbor of Pononol Reprosenlolivo: __I:X
Yeor Commissions paid
JIi.... 0"
.:ty ("It'
2,
Allorney Fees
H.,J.J / / 10'1
Go
O'iV1.5
3,
Fomily Exemplion
Claimonl
Add,oss 01 Cloimonl 01 decedonl's doalh
SI,eel Addross
Rololionship
51010 __ Zip Codo
/ ,. 'J" /
Yll'-I"L..~- .)
0$/1./0.).(,
Clo"'~J ..(.:,-1" ..,.,J <:.."..4"')0'.0"""
.t 'i'o... "L'
TOTAL (Also enler on lino 9. Rocopilulolion)
(II mo,e spaco II needed, inlert additional sheets of same size.)
AMOUNT
Jf
37:),0
,
"...
I I SO" M.
,( / b 7. (? <,
{, 'to.;J, "
5&0.27.:2.&
.'YUlll.'II'jl _9~'1~~
~
ESTATE OF
i
I
I
I
, I
ITEM
NUMBER
f.
I
.1.
3,
<-I.
5.
("
7.
COMMONWUUH 0' "hlc4\lI~AIiI'
IN"III'......(I fAlII1UI,..
'U1DIN10IClOlffl
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Ploa.o Print or Typo
I FILE NUMBER
.;J./- /116 -Io~''-I
R V 6 k .bf!.. ,.LI___ g_~! t~_.
L,
-"--~._-,-- -.-----.. -.------.--____ ____Ou______
OtJ 5 q ,;~) I ~~)
DESCRIPTION
c,t.vR~ Fro.',--pO
.,., c.eo,-","'"
AMOUNT
l.v"YfJ!- No~'j
_ (.~/lHVC'V"'.s SC.1 ,L...,I"'...., I
d ?, 1.80
F~'~., I
j I D h ../1 J
1'I~.<"..c:;., ... r...,')
312..t.3
P. I J , 101" G 5. :r.. <:.. C' 11..., p; 1 <~, r.. )
rGJ by 7<!.....,.q-z rr , .,
~ <1J.:J...oc>
~
IG-Xqc:;O
p~r)!' "(;>'7 I:.. 00':-':'. f'''''1~1~1-j ..,.-/.....1<.<1)
;,s~. 37
po,4
r::Xfo!IlJo<.. 1:..10"".,+4 &:..91,-0 <7,..o,,-I-~ )
500.00
C. A"'"J-I"'''J
. r , I r ./,1" !>~c.-. 0., !:cL...J.. '
cj'*-+~ "0 ","'1'~' i L .
., Sp. at:)
G,!..j.
J"'\G.. Roc.loi!.""c.-A:. c s ~o"""
(pi ~....U./../~ II cl ~,,~. DfI
,
-/0
TOTAL (Also .nt.r on lin. 10. Recopitulotion) S
(II more space is needed, ins.rl additional sheets o( some sizt.)
I(V.UUII.1111,
.
COMMOtIWIAUH or ,Hm"IVAU1A
INHIIUANCI 'AI "IUIN
InlDINI Dlf!.DINI
SCHEDULE J
BENEFICIARIES
ESTATE OF
RII"kb~, I / JfIl~Jy"
L
FILE NUMBER
.1/- 117{, - /o!.J''-I
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. Toxable Boquo,":
I. 'Jo~('r'~ I\.,rplc..
4, -rv,,~ ((och~I.c.k .... T...cl t?Cc:.IM'c- Ii
;:roltt'.kel .t I CO" "
,
f'... ...~,j J I (H'"
1
Fr, ~"'o/ ,JI 101' ...
,
~^J % pa.ir',~ I preil,...ly
';:'(}I'''';' 'J J.. ~ ~.),.JI1~
I)", ~.,"",I
Q 1;/~'i""r /..,,"'CO.,1-
3 . L ,." <I q I.v .; "'~J f'
,!,,-.
:r <1"..... t
c:1 II I Il;:;j~". 5;.J-Ih::,/,&,..1'
.:;:;.CI1v ~t:..-~ bq y~~V" _ II;r J
~n.J c..t""~':1
.J- ~,,~h y........l
k:, f.!"'J."".lr'.'''''~'''y
y~ r ".JfJ"o!.-.
t.
:r.,I1.....+
II ,"/ lVI/G"
L. ,,~'J, i 1
~ f' "-,, Y'" /"1"" 7
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequo"5:
I.
/vA
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAI.o entor on line 13. Recapitulation) S
(II mar. .poco I. naadad, In..'' additional .h.... 01 .ome .1..)
..:
. rn
;i
j
. ~
,I r
.
.!
j ,
. ?C)
,
.,
,
('':rf'~'"
'... .
!:~D It
'Y).p
;:" ..~,
!!.
,.
e9t.Ue. wl"!fenoe""r ""d wh.1l90ever, includin9 tho not prOCoede
Crom th" nfllo oC m)' r".1i "nt.uo. I 9ivo, doviso and boquoath
in the CoUow i n9 ,..1nn..r:
^. On"-II.,iC th"r"oC unto ml' cousin, JUliE RODERICK
anet h..r huslMnll. 'rJIr.OOonf: S. nODlmICK. or th" survivor of
them. in equ.11 9hflr09. shflre '"1d share "like. Should my
Cousin, JUIlr. nODr.nICK find her hUsbflnd, TflEODORE S. RODERICK,
both predece"se me, then thoir share in m)' est"to shall
90 to th"ir childr"n. who Survive '"". in equ"l shares, sharo
anti sh"re "lik".
6. Ono-f1aiC thoreoC unto '"y Cousin, J^NET fl. SCflULTZAO^R ER
"nd h"r husb"nd, Pr.TEn o. SCflUL'/'ZMIMIGER, or the survivor
oC thom, in equal sh"r"9, shar" "nd sh"re alike. Should
my Cousin, J^NE'I' II. SCflUL'/,Z,'O^RGER "nd her husb"nd, PETER
o. SCflUL1'?^O^nGEn, both pr"dece"se mo. then their sh"re
in my ontflto shflU 90 to their children, who survive me,
in equal shares, share and share alike.
Should "ny boneIiciflry bo under the "ge of twenty_
fiv" (25) nt the time ho or she m"y become entitled to sharo
..;').:'i,Y!.'
in '"I' est"t", then 1 91ve, dovise "nd beque"th the sh"re
or nl"'res of s"id child or children, unto my Trustoe, In
Trust Nevertholess, for the followin9 uses and purposes,
1. To invest and reinvest the principal of said
trust, includin9 the net procoeds from the sale of my real
est"to, in SUch securities as he or she shall seloct whether
or not the same be considered as le9al investments for .trust. ~..,:
funds in thl! State of New Jersey ,or any Statl!, t~;'':~~\1't~'fli~~~ .,..
thl! rl!ntn. issul!s, profits "nd income and so much of the
- 2 -
,
r
-r
10
. C .i).A.
m.p.
prlncip~l ~n ho or ohe mny doem nocesonry for the honlth,
comfort, m~intennnce, educntion ~nd support of snid child
or childr!!n until the ngo of twenty-five (2S I.
2. 110 ench onld child ~ttnino the oge of tW!!nty-
five (251, I order ond direct my Trustee to pay over, tron.fer
nnl! conv!!y to onid child, the bol~nco of tho princip~l and
nny undiotributed incom!!, if ~ny th!!re be, thon r!!moining
In his or h!!r hnndo, aboolutely and in f!!o.
\.SEVClI'1'lI: I hereby nominate and appoint my cousin,
JUrm RODERICK, as Ex!!cutrix of this my will. Should my
couoin, JUliE RUDERICK, predecease mo or fail to qualify
horeunder, or having quolifiod, should she thereafter die
or fail or cease to act os such Executrix for any reason,
then I horoby nominate and appoint, PETER B. SCIIULTZIIDIIRGER,
ao Exocutor of thio my will.
EIGIITII: I hereby nominate and appoint my cousin,
JIINET II. SCIIULTZIIDIIRGER and her huaband, PETER B. SCIIULTZl\Bl\RGER
or the survivor of them, as Trustees of the children of
my cousin, JUNE RODERICK and her husband, TIIEODORE S. RODERICK.
NUI'rII: I horeby nominate ~nd nppoint my cousin,
JUNE RODERICK and her husband, TIIEODORE S. RODERICK, or
tho survivor of them, as Trustees of the children of my
couain, Jl\NET II. SCIIULTZl\Dl\RGER and her huaband, PETER B.
sCIIULTZl\DIIRGER.
TENTII: I direct that my Executrix or Executor and
Trusteeo, appointed in occordance with the provisions of
this my will, shall not be required to furnish any bond
or other 'ju~i;di-ct..l~~ i~r the faiti;[~;;Trrithtance""1)f?t\or7Jr..~t.~.'9 .~.,
- 3 -
... .. ~., .... .- . ,
or his duties as such.
LIIsTLY: I hereby Authorize And empowor m~' Executrix
or Executor to sell and convey my estAte, both rOAl and
peroonnl, at citl,er public or privnl~ nnLa, upon nucll terms
31\(1 nt Buch price or rricas as she or he! sltnll deem beot
for the interest of my estato and to givo good and sufficient
deed or deeds or instrumonts of tranofor therefor.
1, EVF:I.YII I.. nUCKnEIL a/k/n EVELYII LEII RUCKDEIL a/k/a
F:VELYII_RUCKBF:IL. the testAtrix. sign my nome to thio instrumont
13th
this
day or februory,l99l, and boing duly sworn
do heroby declare to tho undoroignod authority that 1 sign
and execute this instrument no my Lnst Wi 11, that 1 sign
it willinglYI thnt 1 executo it:. os my froe nnd voluntary
act for the purposes therein expressed; and that 1 am lB
years of Age or older, or sound mind and under no constraint
or undue influenco.
r'o.a. \...oft)..L,'u'.l~, ."
~ L. ~~b;;1f;Testatr1x"
. :~ :,,.: : . ..,;.~=!';':,; l:"
We. C\,.;~bVk~ U. A~M<:+~'land ~'cA;k'1~r.;'
the witnesses, sign our namos to this instrument and boing
duiy sworn, do horeby declaro to the undersigned authority
" "
"'ll
tlmt the testatrix signed and executod this instrument as
her Last Will and that sho signed it willingly, that each
of us in the presence and hearing of the testatrix, hereby
signs this Will as witness to the signing thereof by the
testatrix I and that to the best of our knowledge. the teatatrix
C.\) A.
m.P
._~4_,:",_
I
. -_.....~..r-~... ...,r.....l .. .::.~
, ..
~ '.;'.'
.....,
. .~:.:
. .
";: '
.... -. ... .. ~
COMMONWEALlH OF PENNSYLVANIA
DEf'AflTMWT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
fiMlRlSOURG, PA 17128.0601
~"Jtt'i7_
~
NO. AA 211455 "tV 11.2 EX 111.'&1
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
J-
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
DAVIS HAMILTON C
75 EAST KING ST
POBOX 375
SHIPPENSBURG, PA 17257
101
!l51', .e~1
fOlOtl[RE
ESTATE INFORMATION:
FilE NUMBER
FOlO HERE
NAME~~ DE~~D~flTl~SSN
DAlE ~,!JJifJ~.H. EVEkVN L
POSlMA~t~A9tn
COUNTP I{)
~~RbAND
1 ",! 0 l-ab97
IF'R 1)
IMl,
TOTAL AMOUNT PAID
$514.54
REM
PETER B SCHULTAZABARGER
CIO HAMILTON C DAVIS E5Q
SEAiCHECK# lie
RECEIVED BY
/")~t.--
I '
-:~0//R ,&~
MARY C. L, IS
REGISTER OF WILLS
'~)' ~.;:.iTt.~" '':;F \', I_LS
----- -..-- -- -_.-...._~ -----.-. -~. _.. ~---'-
--- --'- --.- --. - - ... -_. -..-. .._-. --- -...
-.-. _. - ..- -..- -_.-
. .._+---- -.-- -----~-
. .
---~
.
-;.: _- '-'--".~..JIIII __
r -.,.:.
BUREAU 0' INDIVIDUAL TAXES
IHH[AI1ANCt lAIC O;;"ISIOH
D[Pl. :-0&01
tlAAAISIUJAC, J1A I1lZ8-D&01
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
L
11-25-97
RUCKBEIL
11-26-96
2l 96-l054
CUMBERLAND
101
AJlount R...ithd
j~~~
~~~
fl,_I\"" '" IIt.H'
EVELVN
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER DF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE, PA l70l3
ESTATE OF RUCKBEIL
EVEL VN
L FILE NO. 2l 96-l054
HAMILTON C. DAVIS.ESQ
PO BDX 375
SHIPPENSBURG PA l7257
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
CDUNTV
ACN
HOTE: To insure prop.r credit to your Bccount, subnit the upper portion of this forn with your tax pay..."t.
PRDTEST BDARD DECISION
ADJUSTMENT BASED ON:
VALUE OF ESTATE:
1. R.al Est.t. (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership tnt.r..t (Schedule C)
4. Hortg.gas/Not.. Raceivable (Schedule DJ
5. Cash/Sank Deposits/Hi.c. P.rsonal Property (Schedul. El
6. Jointly Owned Property (Schedule fJ
7. Tranlf.r. (Schedule GJ
8. Total Als.t.
DEDUCTIONS AND EXEMPTIONS:
9. fun.r.l Expansas/AdJllnlstr.tlva Costsl
Hi.callan.ous Expans.. (Schedule HJ
Dabts/Hortg.ge Liabilities/Liens (Schedule Il
Total Deductions
Net Velue of TaM Return
Charitable/Governnental aequests; Non-elected 9113 Trusts
Net Value of Estate Subject to TaM
III
(2)
(3)
(41
IS)
(b)
(7l
10.
11.
12.
13.
14.
TAX:
15. Anount of L!ne 14 at Spousal rat.
16. Anount of Line 14 taMable at Line.I/Class A rate
17. Anaunt of Line 14 taMable at Collateral/Class B rate
18. PrIncIpal TaM Due
TAX CREDITS:
PAYMENT
DATE
(9)
1101
CUT ALONG THIS LINE ~ RETAIN LDWER PDRTIDN FOR YOUR RECORDS ~
R:iv:isifa-E)f-AFP--ioif:97j------.-.-iN-HERi.TANif€-TA-X-RifCORO--ADJiUSTi1€NT--..-----------------------------
ISchedule J)
115)
llb)
117l
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-I
02-25-97
06-23-97
AA185l98
AA211455
521.05
,00
ACN 10l
,00
,00
.00
.00
68.856.BO
,00
l4.000,OO
(B)
6.027.26
4.099.30
(111
112)
(13)
(14)
.OOX.OO=
,Oox.06=
72.730.24X,15=
(1B)
AMOUNT PAID
9.900,00
514.54
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DATE 11-25-97
82.856,80
10.l26,56
72.730,24
,00
72.730~24
,00
,00
10.909.54
10.909,53
10 935,59
26,06CR
,00
26.06CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS TNAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,)
L
PAYt€HT t
O.tach thl top portion of thl_ Hotlc. and sub_It with your pay.ant .ade payable to the na.e and .ddr.s'
prlnt.d on tha ravar.a side,
.. Haka chack or .oney ordu p.yabla tot REGISTER OF WILLS, AGENT.
REFUND (eA) I
A r.fund of . t.x credit, which was not reque.ted on the Tax R.turn, .ay b. raqua.ted by co.platlng an
"Application for Rafund of pann.ylv.nla Inh.ritanca and Estate Tax" (REV.llI3). Applications are avallabla at
the Offlc. of tha Reglst.r of wills, any of the 23 Ravanu. DI.trict Offlc.. or frol the Departeent's 2~.hour
answering .ervlc. nu.b.rs for for.s ordering: In Penn.ylvania 1.800.362-20S0. outside P.nn.ylvanla
and within local Harrisburg .r.a (717) 181.8094, TOO' 11l1l 17Z.Z25Z Wearing I.p.lred onlY},
REPLY
TOI
Qu..tlon. ragardlng .rrors contalnad on thl. notlca .hould b. addres..d to: PA Oepart.ent of Revenue, Burelu
of Indlvldull T...., ATTH: Po.t A..e...ent Revl.w Unit, Dept. Z80601, Harrl.burg, PA 11128.0601, Phonl
e1l1l 181.6505.
DlSCOUHTI
l' any ta. dua Is paid within thraa (]) cal.ndar .onths after the d.c.dent's d.lth, . flva perc.nt (5X) dl.count
of the tax paid I_ allow.d.
PENAL TV:
Tha 15X tlx a.nasty non.partlclpatlon plnalty I. coeputed on the total of the tax and Int.rl.t a..I...d, and not
paid be for. January 18, 1996, the flr.t day aft.r the .nd of tha tax aana.ty parlod.
INTEREST 1
Intar.st I. chargad beginning with flr.t day of dellnqulncy or nlna (9) .onth. and one ell day fro. the date of
daath to the data of pay.ent. Taxes which beca.a d.llnquant b.fore Januery 1, 198Z beer Inter..t at the rat. of
slx (6Xl perc.nt par annua calculated .t a delly r.ta of .000164. All texa. which bace.e d.llnquent on and .ft.r
January 1, 198Z will b.ar Intor..t at a rete which will very frol calendar year to calendar year with that rat.
announced by the PA Oepart.ent of Revanua. Thl appllcebla Intere.t r.te. for 198Z through 1991 arol
Vear Intar..t Rat. Deily Inter..t Factor
Year
Interest R.te
Dally Intere.t factor
19a2 >OX .0005~8 1981 'X .000247
1983 16:C .000438 1988.1991 lIX .000501
1984 11% .000301 1992 'X .000241
1985 13:C .000356 1993.1994 7X .000192
1986 1O:C .000Z1~ 1995.1991 'X .000241
..Inhr..t Is calculated .. follows:
INTEREST = BALANCE OF TAX UNPAID X NUnDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
_.Any Notlc. l..u.d aft.r thl tax blco..' d.llnquent will reflect an Intere.t c.lculatlon to flft..n (IS) days
b.yond thl date of tha ........nt. If paye.nt I. .ed. aft.r the Intore.t co.putatlon data .hown on the
Notlcl. additional Int.r..t aust be calculat.d.
BOARD OF APPEALS
C["" :810:1
tt.IlIllS0UfU~ p",;:':IIJ.'C:1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,.
PtlON( 717.7113.3t64
F,\X 717.781.1210
HAMILTON C DAVIS ESe
PO BOX 375
SHIPPENSBURG PA 17257
IN RE ESTATE OF:
EVELYN L RUCKBEIL
DOCKET NO. : 9723871
TAX TYPE: INHERITANCE
APPEAL TYPE PROTEST
FILE NUMBER: 21 96-1054
ACN: 101
APPRAISEMENT: 10-13.97
PETITION FILED: 10.23-97
EXAMINER: DONNA E, AUMENT
MAILING DATE: Nay
o 7 ta97
DECISION ANn ORDER
In its appraisement and assessment of the estate's inheritance tax return, the
Department disallowed the claims submitted as items #6 and #7 of Schedule I on the
basis that they "are not debts of the decedent",
The items in question are outstanding checks drawn on Financial Trust Corp,
(Farmers Trust) account #1273833 which had not cleared at the time of the decedent's
death, The estate reported the account as item #1 of Schedule E and, since the checks
in question were gifts from the decedent, reported them as transfers within one year of
death on Schedule G, Therefore, the Board finds that the date of death balance of the
checking account reported as item #1 of Schedule E shall be reduced by $9,750.00 to
$27,186,39,
Page 1 of 2
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA l7013
CUT ALONG THIS LINE ~ RETAIN LOWER PDRT1DN FOR YDUR RECORDS ~
ifili:i54"'i"EiCAFP-ni3':97Y"Noi'Icf-OF-YNHEiiii'ANcE-YAiOipPRAisEHENT-;-ALLOWANCE-oli-----------------
DISALLOWANCE OF DEDUCTIDNS AND ASSESSHENT OF TAX
ESTATE OF RUCKBEIL EVELYN L FILE ND. 21 96-l054 ACN 10l DATE lO-l3-97
TAX .RETURN WAS' I I ACCEPTED AS FILED I Xl CHANGED SEE ATTACHED NDTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DN: DRIGINAL RETURN
1. R.d E.tato ISch.dul. Al III
2. stock. and Bondi (Schedule B) (2)
3. Closely Hald stock/Partnership Int.r.st (Schedule C) (3)
4. Hortg.D../Not.. Recaivabla (Schedule DJ (4)
S. Cash/Bank Deposits/Hi.c. Parlonal Property (Schedule E) IS)
6. Jointly Dwn.d p,op.,ty ISch.dul. FI 161
7. Transfara (Schedule G) (7)
8. Total Alsat.
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. AMount of Line 14 at Spousal rat. (15)
16. Amount of Lin. 14 taxable at Lln..I/CI... A rat. (16)
17. Amount of Lin. 14 taxable at Collateral/CI... Brat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYHENT
DATE
02-25-97
06-23-97
(' IS~ I'll - /?
DUREAU OF INDIVIDUAL TAXES
INHU1UHC[ lAX DIVISION
O[Pt. 110601
IlARRISlURC, PA I1IU-0601
CDHHDNWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
PETER B SHULTZABARGER
341 BARNSTABLE RD
CARLISLE PA l7013
DATE
ESTATE OF
DATE DF DEATH
FILE NUHBER
COUNTY
ACN
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ra1 Exp.ns../Adm. Costs/Misc. Exp.ns.s (Sch.dule H) (9)
10. D.bt./Ho,tgag. Llabiliti../Li.n. ISch.dul. II 1101
11. Tot.1 D.ductions
12. Net Value of Tax Raturn
13. Charitable/Governm.nta1 B.qu..t. (Schedule J)
14. N.t Valu, of Eatat. Subj.ct to Ta.
NOTE:
RECEIPT
NUHDER
AAlB5198
AA211455
DISCOUNT It I
INTEREST/PEN PAID I-I
521.05
.00
,
L.....
10-13-97
RUCK BElL
11-26-96
21 96-l054
CUMBERLAND
101
Anount R...uted
,00
,00
.00
.00
78.606.80
,00
14.000,00
6,027.26
4.099.30
1111
1121
lI31
1141
.00 X .00=
.00 X.06=
82.4BO.24 X .l5=
lIDI
AHDUNT PAID
9,900.00
5l4.54
INTEREST IS CHARGED THRDUGH lO-28-97
AT THE RATES APPLICABLE AS OUTLINED DN THE
REV~RSE SIDE OF THIS FORH
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
,*
IU.lhl(l'" 111.111
EVELYN
L
NOTEt To in.ure proper
credit to your account,
submit the upper portion
of this forM with your
tax paYII.nt.
IDI
92.606.80
10.1'1. Itl.
82,4BO.24
.00
B2.4BO.24
will
.00
,00
l2.372.04
12.372.04
10,935.59
l.436.45
22.35
1,45B.BO
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN 'I, NO PAYHENT IS REQUIREO.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY DE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I
..
, "
RESERVATION I E,tat.. 0' dlcld.nt, dVlng on or be'or. Olelabat 12, .982 ... If any future Int.r..t In the ..tat. I, tran,f.rrld
In POI....lon or enJoy..nt to Cl... 8 (coll_'.rall bln.flet,rl.. of the dlcldlnt aft.r the IMPlretlon of any I.lat. 'or
I1f. or for y..r., the Co..onw..lth har.by Ixpr..llv r'l.rVI, the right to appral.1 end ...... tran,'.r I~rltanc. ,....
at the lawful Cl... e (coll.t.ral' rat. on any such future Inter..t.
PURPOSE OF
HDUCE,
To fulfill the requlr...nt. of S.ctlon Zl~O of thl Inherltanc. and E,tat, 'ax Act, Act 21 of 1995. (ll P.S.
Section 9140).
PAVKENTI
a.tach thl top portion of thl, Hotlel and lub,lt with your pay.ent to thl Rlgl,t,r of Willi prlntad on thl r.v.r.. ,Ida.
""Haka chIck or .onlY orde,. payable tal REGISTER OF MILLS, AGENT
AEFUND (eA) I
.. r.fund of a tax cr.dlt, which wa. not requa.t.d on the Tax Aaturn, .aw ba requa.tad by coapl.tlng an MAppllc.tlon
for R.fund of P.nnlYlvanla Inharltanca and Eltat. TaxM (REV-ISIS). Application. ara available at tha Offlc.
of the R.gI.t.r of Wills, any of the Z3 Aev~ DI.trlct Off leas, or bW calling the IPaclal 24-hour
an.warlng ..rvlce ~bers for for.s ordarlng: In Penn.ylvanla 1-800-362-2050, out. Ida pann.wlvanla and
within local H.rrl.burg are. (717) 787-8094, TOOl (717) 77Z-Z25Z IHearlng rapalred Only).
OBJECTIONS: Any party In Int.r.st not .atl.fl.d with the appral...ont, allowanc. or dlsallowanc. of deduction., or ........nt
of tax (Including dl.count or Int.r..t) as ehown on this Notice au.t Object within .Ixty (60) d.y. of rec.lpt of
this Notlea by:
nwrlttan prot..t to the PA aapart..nt of Rev.nu., Board of App.als, D.pt. 2810ZI, Harrisburg, PA 17118-1021, OR
...I.ctlon to have the .att.r d.taralned .t audit of tha .ccount of tha par.onal rapra.ant~tlva, OR
.-.pp..1 to the Orphans' Court.
AOftIN
ISTAATIVE
CORRECTIONS:
Factual arror. dl.coverad on thl. ...e...ent ~Id b. addra...d In writing to: PA Oap.rta.nt of Rav.nu.,
Bureau 0' Individual Taxa., ATTN: Po.t A.......nt Aavl.w unit, aept. 280601, Harrl.burg, PA 17128-0601
Phon. (717) 787-6505. Se. p&ga S 0' the bookl.t MIn.tructlon. for Inheritance Tax Return 'or. Aa.ld.nt
a.c.d.ntM (REY-ISOI) for an .xplanatlon of ed.lnl.tratlv.ly correctable .rrors.
DISCOUNts
If any tax due I, peld within thr.. (]) calendar .onths aft.r the deeedant', d.eth, a flv. p.rc.nt (S~) dl.count of
the tax paid J. .llow.d.
PENALTY:
The 15X t.x .~.ty non-participation p.nalty I' coaputad on the total of the tax and Int.r..t .......d, end not
p.ld bafora January 18, 1996, the flr.t d.y .'tar the .nd 0' the t.x .ana.ty p.rlod. Thl, non-participation
penalty I. app..labl. In the .a.. .ann.r and In the the .... tl.. p.rlod a. you would app..1 the ta. and Int.r.,t
that ha' baan .......d a. Indica tad on thl. notlc..
INTEREST:
Int.r..t I. charged bag Inning with flr.t day 0' d.llnquancy, or nln. C9) .onthl and ana (1) day fro. the data of
d.ath, to the data of paw.ant. Ta.a. which bac... delinquent b.'ore January I, 193Z baar Intara.t at the rat. of
.Ix (6X) parcent p.r ennua calculat.d .t . dally rat. of .000164, All taxa. which beea.e d.llnquent on and aftar
January I, 1982 will bear Int.r..t .t a r.t. which will vary fro. calandar w.ar to caland.r year with that rat.
announcad by the PA Daplrt.ant of Rav.nua, Tha appllcabla Inter..t rata' for 1982 through 1997 ar.:
'!!!t Int.r..t Rlt. Dally Intar..t rActer !!!! Intara.t Rata Oally Intar..t ractor
1982 ZOX .000548 1987 OX ,000247
19U lOX .0004sa 1988-1991 llX .000301
1984 IIX .000301 199Z 'X .000247
1985 UiC .000356 199]-19'" ]X .000192
1986. lOX .000Z74 1995-1997 'X .000247
uIntara.t 11 calculated .. 'ollow'l
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR
--Anw Notlc. I..ued .ftar the tax b.co... dellnqu.nt will r.flect an Int.ra.t calculation to flftean (IS) day.
b.Wond the data ef the ......aant. I' payaent I. .ada a't.r the Int.r.lt coaputatlon data .hown on the
Notlea,'addltlonal Int.r..t au.t b. calculated.
~
MY.mOD....'
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEAL TIt OF PENNSYLVANIA
DEPARtMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 28000 I
HARRISBURG PA 17128-0601
DECEDENrS NAME
FILE NUMBER
Evelyn L. Ruckkell
2196.1054
101
REVIEWED BY
ACN
Arcessla Byrd
SCHEDULE ITEM
NO.
EXPLANATION OF CHANGES
The deductions claimed for these Items have been disallowed. They are not debts of the
decedent.
6.7
ROW
Page 1
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Evelvn L. Ruckbeil
Date of Death:
November 26. 1996
Estate No. 21-1996-1054
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 estate:
1. state whether administration of the estate is
complete: Yes-XX- 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. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the court? Yes____ No-XX-.
b. The separate orphans' court No. (if any) for
the personal representative's account is: NONE
c. Did the personal representative state an
account informally to the parties in interest? Yes-XX No___
d. copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the orphans' court and may be attached to this report.
"./
'/
/
.-:
/i'
" ~
. 1/"" r ~"~.:._..
Date:
J/1 /98
.
" .;': '
/\'1
Hamilton C. Davis, Esquire
P.O. Box 375, 75 E. King st.
shippensburg, PA 17257-0375
(717) 532-5713
,...
capacity: ____ personal Representative
-XX- counsel for personal
Representative
.,,-.
~.,