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I)ETlTION FOI{ PIWBATE and C;I{ANT OF LETTEHS
Estate of .J.illt.h.Ji,_Kuel'-pe.Lt... No, ,.... ~J~ 97-:. j-_...__.
al.w known 0.1' ..._,.............,. To:
.R.u,t:.h....n~...Kllefl.lLe..r\:. " ,. , .... ,. Register of Wills for the
..-.._.............."..._ .. ._~ Decellsed, County of ,C.umher:l and In the
Social Security No, 2.3Q,,-.1.4.-:J.5.lI,f...._.m Commonwealth of Pennsylvania
The petition of the undersigned respectfully I'epreseuts that:
Your petltioner(s), who islare I~ years of age 01' older an the execuLr:.iJL... named
in the last will of the above decedent, dated.. hn\.!,;an'_21L....._,_..____, 19~
and codicil(s) dated _N....A...........__..... _.., ...._. ,....._...._....,.............m._..._.
(Slate rcli.'vant CirC\llmlanCC~, e,g, rellunclatlon, death of (',~~CUlor, etc.)
Decendent was domiciled at deUlh in ..cumb.etl.aru:l-_.....__ County, Pennsylvania, with
h..al:....._ last family or principal resldcnce at '!'bCl,J;'.nl'l..3..1.9.....lLQ,!!L!i1.J~...f..-1'!..a 1 nut
Bo.t.t.om....Ro.a.d,_Ca..r..til:l.l a..",.P...enus.}'.lY.all..i,L_L2Q,LL ..____
(list weel, number and mundralilY)
Decendent, then _.._..21.......... vears of age, died .-De.c.emb.eJ::._.._n25 _, 1996
at ThnrnwalcLliQ.lI\.e.1.. c'anJs~..L..E13nns...Y..lvan1a ~_12, ,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
Incompetent: __,___________......_...
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa,) All personai property
(If not domiciled in Pa,) Personal property in Pennsylvania
(If not domiciled in Pa,) Personal property in County
Value of real estate in Pennsylvania
situated as follows: ~NQ.tlh", Eas.t..__~t.reet.l_.J3.9_rouqh of
Clnnberland County. Penn_s.Y1.YJ:!nia
$~'inn.oo
$
$
$ ...5.D....D1lO..ll!L-_
Carlfsle.
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and eodicil(s)
prPlcnted herewith and the grant of letters....t.as t a m.m t. a r y .
(ttstamentary; ndmlllj~tration c,l.a.; administration d,b.n.c.I.A,)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ 88
COlJNTY OF ,ql!.~J?!lRLA.f'lQ..._...__ _.._.........) .
The petitionet(s) above..nailled swcar(>) or affil'm(s) rhat Ihe statements in the foregoing petition are
true and correct 10 the besl of the knowledge and helieI' of petitioner(s) and tllat as pcrsonal represen.
tative(s) of the abo\'/: decedent petitiolll'r(s) will well and truly administer the estate according to law,
Sworn to 01' affirmed and subscribed ,.,~LB.-z..l!.4'}f,..('../ \Il
before me this ._,._:~ncL. .._........~. II{ of ~.- ....!........___...,_.. q ____,~'
IJlMA. .C~~~~,-~....-. "")' d:J;"....----- ~
,--"':';4.~ ,"-'\'J!J.t,-<"'i(..f2lI.J:"'1/2!..'.,J... _.<.1-..."'.,.'......................._______...._ '"
. ~~1Y C. 1-,ewJS R('NfS(I'f' ,7-~ _...~.....__.~._ ~
/,)'/51'//
No. ^1-9]-5 ___.
Estate of _ RUTH W. KUESPERT , Deceased
A/K/A RlInl D. KUESPEHT
DECREE 0.' PROBATE AND GRANT 01<' LETTERS
AND NOW ,..._~__J.iill~liJhY..-.J..L_...__,_.~____... 19...9.7__" in consldcratlon of the pctillon on
the revcrseslde hereof, satisfactory proof' hllving bccn prcsented bcfore me,
IT IS DECREED Ihalthe inSll'llll1cnt(s) datcL~~nuary 20!.l.9~_~."_.__,~.
descrlbcd thcreln bc lIdmlltcd to probate and filed of record as the last will of ._,__, ".,
Ruth ,W. Kl1~EE~rt__ . .__ ._____._______;
and Letlcrs __,__Testl.1f11e!:lta..EY, . __._. ..____. _____
are hereby grantcd to, sylvia~:... HUI11phre":______,_____._
_..2&7J~ =-G <"~4I<~J'1 J!j;/x/AJ;Jj
"it rWil1 ary c. ),ewis (j
"cg 11 or 0 s
FEES
Probate, Letters, Etc, " ',' , , , " L 200.00
ShortCertlfleatcs(6) """"" $--lli.00_
kcnunciatlon """""""" $
x-Pages (1) $~'OO
JCP TOTAL _ $ 5.00
Flied ,9!,!f)l!<?FY. .0!:?!, ,m,~ , , , , ,?;~?,.,qq,
Stephen B. Lipson, 19453
A rWRN[iY (Sup, Ct. 1.1l, N",)
169 W. High St., Ste 4
Car IT ale, ADIlRESSPA 1 101 j
...{]1?) 249..3929
PHONE
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Called ,Attorney On January 6,1997
21-97-5
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Ruth W, Kuespert
Date of Death:
December 25, 1996
Will No:
Admin. No.:
21-97-0005
To the Register:
I certHy that notice of beneficiql interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
January 23, 1997:
Linda E. Shafer, 223 SW 23"d Street, Apt. 1-C, Fort Lauderdale,
FL 33315
Sylvia G. Humphrey, 1055 Ritner Hwy., Shippensburg, PA 17257
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except: No exceptions.
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Date: January 23, 1997
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. Stephen B, Lip~on, Esq.
169 W. High St" Ste. 4
Carlisle, PA 17013
Phone: 717-249-3929
Capacity: Counsel for personal
representative
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If line 19 is greater than Line 18, anter the diffort71flCO 011 Uno 20, This is the OVF.RPAYMENT.
m [].e1mft~II>lI'.la'):'II.'I"."I'lrI'J.tlTiTl...(i1m'mft.'I.ll/..l",j'!ltl'JiiHlll
If Line 18 is greater them Linn 19, otller the difforon(o on Lino 21 This i~ ,hD TAX DUE.
A. Enter the interost on tho boloncfl dlle on lino 21 A
B, Enter tho tolol of line 21 C1nd 21A on Linn 21B. lhis i~ tho BALANCE DUE.
...Make Check .P_~_xabI8 to: R~glster of Wills, Agent
--.- ..~=-~.~-=~fS.U!lET()ANS\\<~RAiLQq~sTiOr~IoN, RfVE!lSESID(A~DTO~ECHECKr.\ATH--.<( .':o(-----~___-'--~___
.U~d6r penQhies of perjury, I dodnro thot I hClVll uwmirHld this roturn, includin9 ClCcomponying schodul(H and ,stotflniOnts, ond 10 If\(! bast of my knowlfldgElllnd lHllief,
II IS Inle, corroct and wmploto, I daclmo that 011 roo I 0~1C11e Iws bMn ropor!od 01 !ruu tnmkot voluo DodmntiCln ()f preparor other IhO!1 tho ptlnor\ol roprEHenlo1ivt' is
ba$lJd o_n all inlormolionof wh_ichp~ep~_r_er has ony k_~owlf)cl~l~
)-i~ilrR.E"6T~.~(i';9-'rONS"j':r'.FllING Rf.'.l._'.i,R.N. -- ^.(lDI:'I~5
4't{t/?I'LL-lilUJ!.J2R1<"<- ;, "-{'((, I&u
/ JIG/ TURf Of PRfPARER O}HfIVTHAN RE_f'QS(N'A'IVEAh(l1i:~s-
"'/--~-'-.<i._.L- '_____{) . _-_'::"'--_'-__ /;--;
'\~ Y.1500 E'.( + (79.1)
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
A
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COMMONWEAlHl O~ l'ENN~VIVM-H>\ I
O[f'AR1MENI of REvfNur
DEl'I ~(l0601 I
H_AR~I.~_~~~R9, ~~__ll12e..060,1
f>ECEDfNT'S NAIM llA5T, FIRS(ANOMiCliJLlINliIA'Ir-----m--, ~
Kuespert, Ruth W.
SOciAl SEtURltV NUMBfR 1[J.\1[ vf (ll^lh II}A!' (,f hl~rH
230-14-3972 12/25/96 1/22/0~
(IIAP~lIGiii(', \IJRY'Vlm, 'i~ull~! ~ .jAM! 1i~\1 FlRII Aim l.'IIJi'l( "!>1'AII f ~()( I^l ~1(lJRII y rHJMAll~
N.AI I
KJ I. O'iginol Return II 2, 5uppl(lmonl(l! Roturn
[:] 4. lil'llHed Esldle _J 40. F\Jluro Inloreit Compromiso
(for doto~ of daolh ofter 12.12.82)
I1{I 6, Do"dent Diod TO"oto [.1 7, Do,odon' Mointoinod 0 li'ing Trus'
(AHoch copy of Will) IAtlach copy of Trust)
ALLCoiRESPONDENC"fANO i::O.N"f10EN't1AL"TAX INFOiMATIOjii"Sii-oULD B~ DiRECTEDTO,
NAME --~~-~.. "-~---'~,~---,-,~ "T(OM,ilfffMAitTi-JO ADOR"E~5"-'-~~"---~---'
fOR DAYlS OF DEATH AFTER 12/31/91 CHECK HERI
If A SPOUSAL
POVERTY CREDIT IS CLAIMED I I
fiLE NUMHER
21
COllHTY COllI'
97 0005
YEAR NUMBER
---~'''''_-''-'--':''''''''':'':~;.~'''~_=-==-l.._"..;;':;':
6Iii--(JIHI
('()i.\Fli1t--tl(;rJfi'['~5'~
Tho~nwald Home, 442 Walnut
Bottom Rd., Carlisle, PA 17013
((,Hnl, Cumberland
I AM'"'''' .,,,,,re, I'I[ ""I,"(IlOl<"
II 3,
[) 5
R9mQinder Return
(for dates of doulh prior to 12.13.82)
Federal Estote Tax. Return ReqIJired
___ 8, Total Number of Safe Dopo$it Boxes
.St~pJ1Ell1B,-bipson_'n}o~sq .
1ElEHIONf NUMBER
169 W. High Street,
Carlisle, PA 17013
8te.
4
L71Jct}49 -:~229.
------:-.-:-=~--,=:~:
. ------.-----"'_..__~_,___..'_....h_____. .._,.....______.-_
--~---_._'-.,~--~_._.._.~~~~._.".~-_._---
Reol blote jSchedula A)
Stocks and Bonds (Schedule B)
Closely Held Slock/Portneuhip Interll$t (Sr.hedule q
MOrlgogos and Noles R(lceivoblo (Schadul{l Dj
Ca$h, Bonk Deposits & Miscellaneous Personal Properly
IScood,lo E)
Jointly Owned Properly jSchadulo F)
Tro"fo" (Scoodule 0) (Scood"l. II
TOlol Gross Assets (totcrl lines 1.7)
Funeral Expenses, Administrative Costs, Mi~cellaneous
E,po"os (Schodule HI
Doh", Mortgago liobilitio., lions IScood"lo II (10) _nn_.3JD.."Q2_~" "_,_____'"
Tolal Dodvclion. I'o'ollino. 9 & 101 ill) t6, 8..7J~ 5"'..,.._____..
N., Vol,o 01 Estotolllne 8 min" lino III (121 76 ,J.'1.7_~_97 _....,,___
Charitable onel Governmental Bequests (Schodule J) (13) __..:..-'--.~_..___~___. ..________
Net Vol"o S"bio:.!...~o.r~-"jl:'n~.I~ minus ~i~!J..3L~....___._"._~_,___.._~.~1Ll}l2 9 7,.5J 7o=:_==c--
Spousal Tron$fers (for dotes of death after 6.30.(4)
See Instructions for Appllcablo Percentage on Revene
Side. (Include vollies from Schedule K or Schedule M.)
Amount of line 1.4 taxable at 6% rote
(lndude values from Schedule K or Scnedu/{l M.)
Amount of line 14 loxob!e 01 15% rote
(Include vClluas from Schodule K or Schedul(j M.)
Principal !OK due (Add tox from Linos 15, 16 ond 17,)
Credits Spouscll POYerly Credil Prior Poymen!s
+3500.00
(1)48,000.00
121
131
(41
1 5 ) 45.,669.82_
161
171
1911B,I5.1.l &3___
1 8 I 23-LQQ9..a 2....___..
115) ---'__n__.~_u_
11617J>.!lrn~n._____
..__X.
--..-,,=
"...x ,06 = 4,?2]!1J.L~
{171 u.,
x ,15 = _
(18) 4", BQ1,fiLL
Discount
lnterost
+ 1 eA. 2 1
(1913,684.21
{201
{211
(2IA)
(21 BI
923.67
923.67
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BUREAU OF INDIVIDUAL TAMES
I Nilf.R I 'ANel lAl( DI\lISION
orpl, ~"ObOI
HARRlSBURC, r. 1/1,''''0601
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAM
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAM
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-15-97
KUESPERT
12-25-96
21 97-0005
CUM&ERLANO
101
[~:3~~~~T_~~"I~:~--.3
MAK.E CHECK PAVABLE AND REMIT PAVMENT 1'0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R"fv: iS47 - Eif -A j: ji - [(iF 97"1 - Nor-i c r -ci F - YNHEiii f ANC E. TAX - A PPR'A- is EHf.NT"; -A [l-ciwAN-C E - ciri - - - - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RUTH W FILE NO. 21 97-0005 ACN 101
STEPHEN B LIPSON
STE 4
169 W HIllH ST
CARLISLE
ESQ
PA 17013
ESTATE OF
KUESPERT
TAM RETURN WAS: I X) ACCEPTED AS FHED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.al Est.t. (Schedule Al
2. Stocks end Bonds (Schedule Bl
3. Closely H.ld stock/Partnership Interest (Schedule C)
4. Harig.ges/Note. Reo.iv.bI. (Schedul. 01
S. Cash/Bank Deposits/Misc, Personal Property (Schedule El
6, Jointly Owned Property (Schedule Fl
7, Transfnrs ISchedul. G)
8. Total Assat,
CHANGED
III
121.
I ~)
141_
IS)
161
(7)-
48,000.00
,00
.00
,00_
~69.82
,00
,00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONSl
9. Funeral Expenses/Adm. Costs/Hisc. Expense, (Schedule H)
10. oebts/Hortg_Ae Liabiliti8$/Liens (Schedule I)
11. Tot.l DBductions
12. Net Value of Tax Retur'n
13. Ch.rit.bl./Gov.rnmant.l 8.~u.st'J Non~.l.ot.d 9115 Trult. (Schedule J)
14. H.t V.IUB of Est.t. Subject to Tax
If an assessment was issued previous~y. lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
15. Amount of Lin_ 14
16. Amount of line 14
17, Anount of L irlB 14
10. Principal rex DUB
NOTE:
lit Spouul
taxable at
taxabh at
rat.
L in..l/e181l1 A ,'.t.
Coll.t.raI/Cla,s Brat.
TAX CREDIl'S:
~_.~---.._.
PAYMENT
DATE
03-18-97
09-04-97
16,541.83
330,02
III I
112)
113)
114)
19)
110)
( I
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lEv-I"" (I lU Ilt 'II
RUTH
W
DATE
12 -15- 9/
NorE: To insure proper
credit to your .ccount.
submit the upper portion
of this form with your
bx pay",.nt,
93,669.82
14. 15 and/or 16. 17 and 18 will
returns assessed to date.
.00
4,607.88
,00
4,607.88
- .~::-- --;;;,:,':,~,~; i:,~ ,- 'r ---....;;.;-;;.,
AA185273 184,21 --------3,506-.-00
AA242204 .00 923.67
.. -- ---- _____m --I:;i:J::,~:::,J::;E'I-~~~'~1...
TOTAL DUE .00
llSl
I1bl
ll7)
.OOM'OO,
76,797.97 M.06,_
. 00 M . 15,
118)
. IF PAID AFTER DATE INDICATED, SEE REVERS~
FOR CALCULATION OF ADDITIONAL INTEREST.
DUE IS l.ESS THAN $I. NO PAVMENT IS REQUIRED.
IS NHLECTlO AS It. "CREDIT" lCRI, YOU MAY ~E DUE
REVERSE SIDl OF THIS FORM rDR INSTRUCTIONS. I
RESERVATION: Estl'ltu of dloedtjnts d~lng on or pofato Oeoelllber lP. 198Z ~~ If alW fllture Intnrut 1" the estate Is trantferrad
In pastil. Ion or enjoyment to Class 8 (oollateral) beneflolarl.. of the daeedent after the expiration of any ..tate for
Ilf~ or for Y.l'lr, , the Com_onwl81th hereby eKPressly re.erves the right to appr~lle and alS8S1 transfer Inherltanc. T~Ke'
at the lawf~l Class 8 (Qnllateral) rate on ~n~ s~ch future Interost,
PURPOSE OF
NOTICE I
PAYHENT:
REFUND (CR)1
OBJECTIONS:
AOHIN
ISTRATIVE
CORRECTIONS I
DISCOUNT:
PEHAlTYl
INTEREST t
To fulfill thl r6lqulret4ents of Section t140 of the Inherltanr.lil end Estate TaK Actl Act 21 of 1995, (72 P,S.
SeQt1ut'l 9140),
OetMh tho top portlon of this Notloe and SUbllllt with your paymlilnt to the Reghtor of WIlls prJnttid on the reverse sIde.
~-l1ake oheck or money order payable tal REGIS'l'ER OF HILLS, AOENT
A refund of H taK credit, which WIlS not roquostGd on the TaK Weturnl "my bo roquuhld by completing an "AppUcatlon
for Rofund of Ponnsylvanh InhGrltanc& and Estatlil TaK" (REV-13B). Applications arlil ll'ndlablo l'lt thlil-Offlc:e
of tll. RIiIQlster of Wills, any of the 23 RevenuH District OHlcu, or by c811lng thll spocIs1 24~ho~lr
an...,erIn; servlc, nUlllbers for fonu ordlilrlng: In Penns~lvanla 1~800-362~ZOSO, outlid. Pennsylvania ~nd
wJ thIn 10cl!l1 H~r\' hburg l!lru (7171 787-8094, TOOM (717l 772-2252 (HearIng llr1pl'llrCld Only),
Any party In Intorut not satlsfllld with tha llppral5ement, allowanco or disallowance of doduct!\Jns, or asselllllent
of tal< (Includln9 dl'$count or Interestl liS shown on this HotlclI must objoct Io/lthln slKtv (60) days of rllcelpt of
thIs NoUcl by1
"written protelt to the PA OOPllrtnlllnt of RevenuB, Board of Appoals, Oept. 281021, Hsrrisburg, PA 17128-1021, OR
--,llctlon to have the metteI' dlltllrJlllnod st audit of the account of thCl porsoml1_ r.presentative, OR
--SPPfHII ta the Orphans ' Court,
F8ctufll IIIrror, discovered on this BSSlISlllllent should be lIddru5IId in writing to: PA Oepartlllfilnt of Rev.nue,
Bureau of Individual TaKaS, ATTN: Post Alsoss,.,ent RAvlew Unit, Dopt. 280601, Harrisburg, PA 17128~0601
Phone (711) 781.6505. 511I0 page 5 of thA bookllllt "Instructions for Inheritance T8~ RQturn for a Re,ldant
Olloedlllnt" (REV.1501) for an IIKPlanat!on of Ildllilllstrl'ltlvlII1~ corrlilctabl. errors,
If any tax dUll 11 paid within three (3) cltllllndar 1I0nths after tho decldent', duth, a fi.... percent (It%) dhoount of
the taK pl'Jld II allowed.
The 15% teK alllnesty non-pertlclpatlon plllnalty Is cOlllputed on thlil tatal of the tllK 8nd int.rest 8jse.sed, and not
paid before January 16, 1996, the first day after thi! IInd of thlil tIlK amnesty PtrlOd, This non-particIpation
pDnlllty Is IIppealllblo In tho .~Ma iIIMnar and In the the same tI.. period I'll you OloulcJ appoal thv taK ~nd lnterut
lhl!lt has been lIulllud 81 Indicated on this notlcll.
IntArest II chlllrgAd beginning with flrlt dey of de11llqulllncy, or nine (9) 1l0nthl and on. (1) day frOM thlll date of
death, to the date of paYIlI.nt. Ta~" which bClC8,ui dellnqlllllnt bofore January 11 1982 b.ar Interut at tho rat_ of
IlK (6%) perclllnt per annUlll cftlculated lit a dallY rah of ,000164. All hl<OS whIch beClll'lle delinquent on and after
Jllnuarv I, 1982 will hellr Intoroit lit 1I rate which wIll vary from calender year to callilndar yoar with that rate
announcad by tho PA I)epi'lrbent of Rvveliue, lho IlPpllcllbl. Interllst rlltu for 1982 through 1998 are:
't.!!l: Interut Rllt. Dally Interest Filctor ~ Int.r..t Rate Dally lnterut fac:tor
1982 20;.( ,000,48 1981 9% .000241
}I~8J 16;,( .0004.\8 llJ88-llJlll 11% ,000301
1984 11;.( ,OOO~O 1 199<' 9% .000241
lIJ85 13% , OOOl~6 191J3-191J4 7% .0001C}?
1986 lOt: .000<'14 1995' 1998 fiX .000241
.. Interes t I, c81cuhted .. followS1
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"Any Nollcn luued lifter the tll~ becollllIS d'!llnquent kill r\lfloct M\ Interut calcullltlon to' fifteen (15) days
beycmd the date of the ftuesslllenl, If paYlllont Is Madill after the Interest cOIllPutatllln date shown on th.
Notlc., additional Int.re.t lllUlt be calculated,
_C?ec~~~nt'~Co_mploto Addross: .... .... .__
~'I"iil"""'"
_.__-==_=-~=~I~.II~rl1i>~~(ll~C~-";II.I('_.___.
,:111
C"r I [s I"
: -=-=-=~[~:-:~-I7",~j
Tax Payments and Credits:
1 Tax DlIe (Page I Uno 181
2 Credits/Payments
A. Spollsal Poverty Crodlt
8. Prior Payments _Willl....iliJ.__
C Discount
(11
7 .813.01,
3. InteresVPenalty ,I applicable
D.lntorest
E. Penally
Total Crodits (A. B. C I (2) _----1.,200.00
TDI.llnteresVPenally (0 + E I (3)
4. II line 2 IS greater than line 1 + line 3, enter the difference, This IS the OVERPA VMENT.
Check box on Page 1 Line 19tD request a refund (4)
5 If line 1 + line 3 is greater than line 2, enter the difference This IS the TAX DUE. (51 313.04
A. Enter the Interest on the tax due (SA)
8. Enter Ihe lotal 01 Line 5 + 5A This Is the BALANCE DUE. (58) 313.04
Make g~ay.aIJI~lo.:_REGISTER OF WILLS, AGENT
~E~t!.~j~~~\}l'mnTi';'llK~~.---~'~-.&I~~~i~llil1i~7!l~~lo~~J~I~[-~~l!J1h_~:
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old decedent make a transfer and: Yes No
a. reteln the use or income of the property transferred; . , ..... 0 Ii]
b. retain the right to designate who shall use the properly transferred f;r its income;... .....0 lliJ
c. retain a reversionary Interest; or..................... ............................ ..............0 Ii]
d. receive the promise for life of either payments, benefits or care? .................................0 Ii]
2. If death occurred on or before December 12.1982. did decedent within two years
precedin9 death transfer property without receiving adequate consideration? If death occurred
after December 12,1982. did decedent transfer property within one year of death Without
receiving adequate consideration?... ............. ................ .....0 iii
3. Did decedent own an "in trust for" or peyable upon deaHl bank account or security
at his or her death?. .... ,...... ... ........0 bJ
4. Did decedent own an individual retirement account, annuity. or other non-probate property?.. . 0 bJ
IF THE ANSWER TO ANV OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
~:i:-_:;;L EJ'~.:lm~<:;;;L,:.fLr.\ .1.. : ..,:'~L~_:_~~~J::1;f;jJG~r:~'~'7ffi:!12;!7.~~~:!tjHmJ~~ttW[',:,~:~i~~.r"::::~.~I.~Z.;TJlJ:~'~ml:?':;,\t~T-;i,!!:.'~~,,~}:. ':' . ~',':.~, ",~ ..... '~{.
72 P.S. ~9116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value or transfers to or for the use of the
surviving spOLtSe from 6% to 3% for dates of death on or after July 1. 1994 and before January 1, 1995.
72 P,S. ~9116 (a) (1.1) (iI) provided for the reduction of the rate imposed on the net value oflransfers to or for the use of the surviving
spouse from 3% to 0% for dates of death on or after January 1, 1995. The statute does nct exemj)j a transfer to a surviving spouse
from taM. and the statutory requirements for disclosure of assets and filing a tax return are still applicable even If the surviving spouse
is the only beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARV 1, 1995 - Please answer the following question by placing an "x" in the
appropriate space.
Old the decedent oreate a tru8t or similar arrangement which 18 solely for the surviving spouse's benefit for his or her entire
lifetime? Ye8 0 No [J
If you answered yes to the above queetlon. the tax on the trust or similar arrangement Is rDstponed until the death of the seooneJ
spouse. at which time it Will be fully taMable at the rate(s) applicable to the remainder beneficiary(les). Enter the valuo of the Irll'.1t on
Schedule J. Part II, in order to remove It from the calculation of the tax due In this estate. You may wish to file Schedule 0 in order to
make the election Available under Section 9113. If the election is made, the trust or Similar arrangement is laMed in the eMate of tllO
frrst decedent spouse. the portion of the trust or similar arrangemenl WhiCh benefits the surviving spouse is taxed at tile zero taM rate
an(l the remAinder Is taMed at the raters) applicable to the remainder beneficlaly(ies). If you Cll00Se to make the election. you must
attach Schedule 0 10 a trrnely-filed tax retllrn. along with Sclledule(s) K andlor M In order to show the apportionment of the trlist or
~lIInllnr nrmngornont belwoen the surviving sp0use and tile remainder boneficlflr/(les)
.1ltI~~DJ!.~~'~~{ t~~!q
I, ADEt,INE M. GCHUNGEL, of 25 Mill Road, West pennsboro
Township, Newville, Cumberland County, Pennsylvania, being of
sound and d :l.sposing mind, memory and understanding, do hereby
make, publish and declare this as and for my Last Will and
Testament, hereby revoking any and all other wills and codioils
heretofore made by me.
F'IRST. I direct that all my just debts and funeral
expenses be paid from my estate as soon after my death as
practically and conveniently may be done.
SECOND. I direct that my remains be cremated and interred
within my family's burial plot located at Indiantown Gap, with
my husband.
THIRD. I authorize my personal representative to expend
funds from my estate, in such amounts as my personal
representative shall consider necessary and desirable for the
purchase, erection and inscription of a suitable marker for my
grave.
FOURTH. I give, devise and bequeath any and all tangible
personal property owned by me at the time of my death unto my
children, Constance S. Delk, Daniel F. Schungel, Jr., Laura W.
Moore, and Georgia S. Hasse, in equal shares per stirpes.
FIFTH. I give, devise and bequeath any and all real estate
owned by me at the time of my death, unto my children, Constance
S. Delk, Daniel F. Schungel, Jr., Laura W. Moore, and Georgia S.
Hasse, in equal shares per stirpes.
SIXTH. I give, devise and bequeath all the rest, residue
and remainder of my estate unto my children, Constance S. Delk,
Daniel F. Schungel, Jr., Laura W. Moore, and Georgia S. Hasse,
in equal shares per stirpes.
SEVENTH. I direct that any and all Inheritance, Estate "nd
Transfer taxes imposed upon my estate passing under my will or
otherwise, shall be paid out of the principal of my residuaxy
estate.
EIGHTH. I hereby nominate, constitute and appoint Daniel
F. Schungel, Jr. and Laura W. Moore as Co-Executors of this my
Last Wi 11 and Testament. I hereby relieve my Executors from the
necessity of posting security in connection with their duties,
as such, in any jurisdiction in which they may be called upon to
act insofar as I am able by law to do so. In addition to the
AGREEMENT !lOR THE SAUl AND 1'lmCIIASE OF I{EAt ESTATE
Thj~ forlll rCl:OrlillJefldcd 1\lld approved for, but not rnhktcd In,
use b)' member.'! of the (hl'all'l lllll'risburg Assoduliofl (II HliAl.lOJ{S<IJ
14'fI1~;~:~'O;~':~:::: ~..~ '~, CL,'~,I:,::':=;:::E~::",
----- I'A. LICENSED BROKER '--.-.. --- PA. LICENSED BROKER
t', T' j(P . r-
Thl, Agreemenl mude Ihl,_ ... --,~-"'-'-;).".~_n~ duy of ... ~-:._ ...lJ.t?!. UI h:.... L _____ , 19....L...d..
1. I'RINCII'AI.S 1I,(w<<n,__ !) II '-.':'.\ 0.1, _:1..l"-'_ .._~___ ______ ~ ..._........____ _____
:;:";~~::fle~' c7.iJ;d s~llcr~I;,;;i::.~.~&;~.Ai;.-:::m:-..-~<d,~(.~~ l.;>,-=-=::.=~.-_.-.-..-.--- )
(residing ul ..-- ....--"";~L..!.lliLL...,-I:'-,.'.11c:,,.,..-L.l::...wJ/J.u.J.~_llJl-..L1..l..Ir::.= ___~-__)
hereinafter called H\l)'cr.
2, PROPEIHY, Seller hereby ug"" 10 sell und convey 10 Ullyer, wbo hereby IIgrees 10 ~nrr,hu,.: ALL THAT CERTAIN 1.01 or piece
of ground \Vilh bnildlng~a~d illlprovclllenl' Ihmon ereeled, if IIny, known a': ----:P':. ...
!=ni I('I~) 'L;-i~ "~lGJ...-~-"--LtJ.i:.JJ.,, (i(\ ""11.:" ....!..dial"" Q:;. H /1..,,1,",.1.')"'_.1"1.
J. ZONING: ZOlllng (r,~~\fiClltloll ~__~__~___~________ __
Failure of Ihl, agl'"ell\('nl 10 conlllll' Ihe lOlling ela.\Slneallon (eMeepl for Single fllmily dwelling,) shail render this agreemenl vo/dable
a.llhe o~lion of Ihe buyer and If vojded depo'/'I' len~eredby Ihe buyer '~1I1i be relul'ned 10 Ihe buyer Wllhollla requlreme~1 of cOlin IIclloa.
4. 1 ERMS: (a) Purchasc Pnee .......1....)...lI.__LJ.L:A1ili'.L ,) n., ,.. '71..., I' .l\r.D, A.l "I, 1-1..." IYtLl:> 1'>'-.., M-
io be paidby-li;eBUy~r a,-i;;n;;ws,-~'-------'---- ($ I.'>', :l.U:..L.' )
(b) DlJPOSlT Che~k [Y.;'(:uh U, Note [J III the SignIng iIIlhl~ J . (1
l\grccmelll, rmipt of which Is hereby acknowledged...... VI:'i-/r..(,.,,1,. ~~-(.("'/''':;:-(1hf.<,:~"., $.--------.---4 c" )(-\ ("'I _
If Noce, 10 he redecmt:d cm or before !he _______ day of , 19__,
. (c) ADDITIONAL I)[WOSI,T (jUe 011 or berorc the
__duyof .,IY_. .,...$
(d) IIALANCE OF PURCHASl! PRICE III ~ettlemenl /'
Jc.~~~, ',,'crtlfled check, and/or morlllalle fund~) ,....", ,..,..... '. ,.., ,..., "" $_.--L~'I(.lt.'
r TOTAL, $ /,1 I IJ()/.,,,,
:1"/11 0 ,.~-' . I ' '".
(e) Wrlllen approval of Seller 10 br on or before che _, _ "1/~1 dllyof ( I I 1'),r'L,'.),.. L/. ,19-L..:..l
'J. II' /. '1,1 1'1-'
(I) Seulcment to be made on or before the I ") ___. day of ~../..__LI. I.:. , 19~")
(g) The foUowlnll GhaJJ be apportioned pro,raca as or and lit lIme of $ccllcment: Taxes lU l~vlcd lI"d assessed, rellls, Interest 011 mongage assumptions, condominium fees
and homeowner association fees if any, water and/or sewer rents if any, COgCther wilh any other lienllble munIcipal services. All Really Transfer Ta.lte$ shall be divided
evenlv unless otherwise Ilrovjded herein.
I r) " 'I.
$, PROPERTY SE1TUMENT CONTINGENCY: T!iI.~ 1t8reemcnt Is lubject co the ~eCllernent of Buyer's properly 101;'1lled al ":") , I I. t (.: " \,~
/\1/ (,\..J Y Il (l:- ..~.__...L j i, I \ on or before ... (\-l'/l~ II.. _ I r;"" }{'~:..l~~)
6, .'INANCING CONTINGENCY: Thls agreemenl is subject to che financing as follows:
I,) PRINCIPAL AMOUNT $_. () ...1\ ,.,) I \
TYPE MINIMUM TEHM __.
TERMINAL DATE for Obtaining Finallcing Commitlllent
Broker may advise Buyer oj' possible sources of mortgage funds, but cllnnot as.IUlUe responsibility for obti\inlllll Buyer's mortgage, If said loan callnot be obtained
as hereIn provided, lhis Agreemenl shall be NULL AND YOlO arId all deposH monics shall be r"cumed 10 lhe O'lyer on or before date of sectlement as provided herein,
lubjecI however to lhe provisIons In Parllgraptu 6(h) and 6(c). 0',.
(b) Ouyer shall make a complcted applicalion to a responsible Icnrling lnslilullon for the said loan wUh!n -_~ays from the Sellqr's approvtll hereof, Should the
Buyer fail 10 muke ~udl compleled applicllllon whhin the ~pecificd chne, II shall be allhc [jpcion of Ihe Scller, wilhln five (S) days Ihereafter to:
iii Declare this Agreemenl NUl.L AND VOID, Ilt which lime, llllmonie5 paid onllCCOUI\C will be forfellecllo Seller as Hq\lidaled damages, subject to th~ Rules and
Regulacions of the Peruuylvanl,\ Real FSlllte Commis~iull, or
(Ii) In ab~ell"~ of wrluen notice co the Buyer by lhe Sell~r dcdarlng lhls Agreemenl NUl.L ANn VOID, lhe condlcion and concingency provided for In thls Paralltaph,
together wilh any olher finlllldng COllllngcnde.' chal may be herein or endorsed herelo, shall 110 10llger prevail, Ilnd Ihl~ Agreemenc Sllllll remain effective according
10 Its terms in the same manner ll~ if Ihe l;ondillon and contingency were noc a parl hereof.
(C) Seller or Alellt nHul receive a wrillen cornmi!rner\l \'aJld lInlllth<: dale of seulernerll, for lhe said loan, on Ot before the lerminal date liS speclfled. If the ~ald commitment
Is not furn ~hed with lhe t('rm~ os specified herein, or on olherlerms accepted in writing by lhe Buyer, on or berore the spedfi~d date, Seller shall ha'..c: the opllon,
allhac dale, or allY other llme lhcrei\flel', dUrlllll the term of lhL~ Agreement, unci!, but not beyond the dtlle of receIpt of Ihe commltmenl by lhe Seller, or Agrnl, 10
declare this Agreemenl NULL AND VOID, by wriHen nOllGc to lhe BUYI~r ofhls/her decision 10 cuncel, al which lime all depolic mOllles paid onllCCount shllll be relUrned
to che Buyer, subjecl to Ihe payment required, if any, provided for In Pllrllgraph 12(b); (I), W), l1ud (ill).
(d) Seller hereby llgrm 10 permil inspections by authorized appraisen, repulaole certiflers ond/or Duyet as may be required by the lending Instllullon or Insurlni ogencies.
(e) Seller hereby llllrees 10 puy uny lllorlllll.lle disCOUllt poinls or plllGemt:nt fee In case of a burer requirirlll,YA, FI'IA, or conventional financing from a lending instltullon
requiring Ilny one or all of aforwdd fees, providing Ihe Cotal of said fees does not exceed ~_"lo of the IImount of the mOrlllagl;,
.I.., ; , _,
7, STATUS OF WAn:" ANI> SEWER: Seller Warrarlls thai thl~ properly Is $ervlced by j, '1"'/ J (' _ waler and ,', t,'!; '<"'~'-._~_
~ewer, FIlrCher, Seller W8rrllnts thai lhese systems are fully paid ror and, liS of the dale of thls agreemenlare In satlsfllctory opertlllng condiclon.lf aforesaid syslems are prlvllte,
Seller Warrants that he/she hl!.~ 110 informllliolllhlll pubHc water and/or sewer will be Il$ses~ed or hmalled for allellst si!l (6) months after the dace of settlemenllu aforClllid,
8, MUNICIPAL IMPROVEMENTS: Seller hll~ no lIOllces of municiplllllllprovemenu (such as sidewalks, curbs, elc,) excepl (II ',,,, ' l " ( r'.i, I (_I
---- .-.- Access co II public wad may require luuance of II Highway occupancy pnmll from the Deparlment of Tt8nlporllllloll,
9, SN:CIAI. CI.AUSK.'l: ___~_~._ ---------.,~
-- ------..--,,.L.L-~.~_.l_-'L-I-'-~~..: "ll\\LIL, 1 \ll\ \,\' I ~.!_L!.~.l~... '~"'I..,. ~ '~, .__1';' ~,
_L._.L...W.~._. ~~~-<...L '.,y' I , , :~.~.:.L.LLL_~ , ,
-,----~.I....l....:......__..__'__~_~_'--~~!j....;~J,', f\~'1--'1 ,. ri~_( 11'\ ~-!.I~~_ \ , "
";0'. A~~~\';:;;-A{m~N;lA :r~ ,~;~; ;a"~rlh'I' A~~"n:: ~~o~~ Inr:"'tl~,;'~i~a~nn'DI"IOlIl" 'IJ Prlv... W'ter/S,pll, ~6th,,(.):I.. ,'I ~Ii~'i"
.--
MAXIMUM INIrIAL INTEREST RATE
----
"..
\
'"
'I, 'I
..~_..~_..__.-.,._-~-""--_.- -...--....~.m'~___.._~___~__,___
II. i'[HSONAI.TYI AIll'~islinH plumbing, heoling, air.condilioninglllld lighting flxlures (in~'ludillg chandeliers) lwd s)'slelll~ appurtellant lhereto and rorllllnll II parllhercoL
IInll (Jlh~r permanenl fi~lurc:~, as well IH 1111 rallges, lallndlY tull" T, V. antcnnas, rnall~ and rotor systcms, logclher whh wall 10 wall carpeting, screens, 'torm Sluh and/or
doon, shades, awninlls, venetian blinds, couplings for aUlomatic washers IInd dlyers, elc, radlalor covers, cornices, water ~oflell\m, kitchen cabinets, drapcry rods, drapery
rod hardwarc, curtain fOd~, cUllaln rod Imrdware, IIlIlrec$, shuhberl' I}lalllllli~ !luw ill UI on IHU\JCflY, lIartl8e dOM o/lcnm, shedsi If IIny, unless Ipeclf!~allj' ~~.rllrl{'d In
this Agreemellc, lire included In che slIle IInd purchase prlce, NOlle 0 che Ilbo\'t mentioned hems s uill be removed or lub$clluted by the Seller from premues .(rer dltte of
Ihis Agreement. Any rem~i'llni helltlng and/or cookillS fueh ~Iored on lhe premises 1I11lmc of 5ClllcmCI1II\rC allo Included under this Agr~ernell\. Seller hereby wllrrar.lllh111
hr:lshe wlJl deliver aood lille to all of the urticles described in thl~ ptlrllgraph, und IIny olher nXllHe.l or items of personalty speclficlllly scheduled to be Included In this sale.
Seller WlHranu 1111 plulnblni. hutllll' ull condltlonlna, mechanklllll.l1d elcctrlclll W,lIena IIl1d equipment IIncl appliances to be In proper working otder at time of settlement.
Till! warrllllly does not survive clos nl,
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Ill.
~~,..~~~': ,\~~.._,<t~"'\.~<;:;", ,~0))
- \ IDo Not Wrlle in This SplIceJ '.'
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