HomeMy WebLinkAbout97-00021
11/(1/<, "I Vel va J. Naug.lc
,filii AItIIlI'1/ (/\
!'I<IITION Hm I'IWBAn: 1I1I1I (;HANT 01' LETTElts
C)1-.qt7-C2/
N(l,
In:
, Ih'(<(I(/\I'r/,
\",/(/1 \"1'111'111' IV" 1.98-10-3343
"l'PI.',ll" of Wills fOI Ihe
('''\JIll.\' "I GUlubm:land_ In Ihe
('Ol1l1l1tlllWtJHllh of PennsYlvHnia
J"hv IWI iliOil or IIH' Lllli!t',-s[gnt'd rl'\pWI hilly rt'prl'SI.'tlL\ 1IH11:
YOllr IWtfJi(lIH'r(\L who i\/ilrc lH Yl'llI'S of llm',or older Illllhe l'Xl'l'UI Qr
"lllIe liI-'11I'1I1 olllle nil/'"l' dl'I','dl'''I, dHIl'd Nar:th J,
"lid C'Odir:lI(si dilled .. None
'~'~-'~-'-"_ named
".~.+...-._, 19-95.....
.---,..-,.--....-
--.-....~,..~..~..,--'----o...~~_
iJcI'('IHIeIlI\I"\s d,,"'klled HI. dealh in Cumberland. __-.... COllllly, Penllsylvania, Wllh
II er, Insl family 0< p<lneipHI <('side,,\'(' HI 6 E., King.Street.,.Shippensbur&,..Lumberland
CoUt1 ty, Pennsylvania ._____..._ _. _....._.._____.~
Ill\! ~(IL'l'1, 1111l1l11l'J" and IIHllll'ipaJil,l'j
hiale J"dl'l'<litl dr,'IIJ)l\I;IJli'l''i> ('.!~. !1'lllllldilJI\lIl, dl.-'alll of ~'\l'l'lIlot, ell',)
._-""._---..._--.._--~-~.~.
---.._-_...._-'~.~-~-~-
/)Ctl'lllltnl, 11Il'Il]Z. Y"als nI >lg(', died. ..Dec.ember.1.4,. "~----..-,19----96__,
al .,. nChambersburg .Hospita1.,Chambersbur.grPenns.ylvani<l___ .._.._..__._~_..__,
Exc"l'1 as 1'0110\\,\, l!''l"(''ltlll did 1l/Jllllarry, \\'as 1101 d<l'oreed and did nol h1lve n ehild born or adopled
"Her e,\<:l'lIIioll pi' I hl' will ofki'ed for P1Obale; W>ls nOllhl' vil"1 im of >I killing alld wa' never udjudlealed
IIIl'onllil'lcnl: .- '.n .. ___.__... .___.. ~ '~_""_'''_.__'_'~
DCCl'lIdeill >II dl'nlh ('"'lIed plOpl'll)' \\'illl l"lil11alcd v(,hll's lis follows:
(I f dOlllicill'd in I'll,) /\11 pCI'ollal properly
(if no! dOllliciled IlIl"'a,) Persollal propcrly ill 1\'l111sylvHnin
(If nol dOlJ1iriltd In 1'11,) f'elsollal prol'l'rI.\' in COli Illy
Valul'or real e~l\llL' ill PennsylvHnia
silllaled 11.1 folio\\'>:
-"'___'~O___'._,,___
-----.---.----
$ -514.QQO....0iL._.._
$....~.~--
$...-.. --
$ -----......-...--.-
W/'!l'!\EFORE, peliliollcr(s) rc.\pcl'lflllly rl'queslls) Ihe Pl'Obule of Ibe lasl Ivill Hlldeodidl(s)
plesellted here\\'ilh >llId Ibl' glUIlI oril'llel's....""..-.~~T.€]SJ;elOle.n.t<lr,Y...__ ~..._._.____..___._~
(tl'StHflll'1I1iity; !\<lnlil1i~ll'111 iOlI' c.l ,<t.: udrninisl t'llllOIl d; b,n;c,j .[1, I
--~-"--'~_T_~_'__'____,"_,__~__,~__.-----._.._.__
-_.-----.__._---,-.._-,._--..__.~.---..~~------_.
.,..---._--~--~---
Iheroll,
,
w
"
r~
~,:~
li>-,
C1:.'1'
"
-oC
l=i';::)
t1.~
~_ r;
-ria.,
E';."
:;j'"
~
"Ii
ill
_."._~,,_.- -,.._-,--."----,,
----'1--- ~-0ft~.jf)f~~__
.~<<- ~.",,~l:'::e... /-1~,-Tr.UsJ;12ffic.er.__~_._____
---.DauphinDeposit....Eauk-4.l'r.us.t.. CO.
--carlfslePA'-Uo1.3 ~'---'-
-~. ------"".-----..~.,---.. '_T".~_.. '__-" __...,~.___________________
,
)
--".~~-"~._-=.".- ..--,.-.-.....--
._-_...,.~-..,---=~-..-._-
. 'O_T" --.. ____ ,.-~-'o---._.___"._.__.w~__
OATH OF PEI<SONAL HEPI<ESENTATIVE
COMMONWEALTH 0/1 I'ENNSY/,V ANIA l"
COUNTY 0/1__ CUMBE:~L~ND_~_ f ""
--'''---''-"---''--~.~'------------'
- .. --" ---.-.~,-.-------
The pelilloller(.\)HhuvC'IIHIII"dswe1lrtsl 01 1IITillll(.S) IhHlllrl' slnloml'n!.s illlhe foregoillg petitinll ilre
irlll' 1II1d COllcelin llie hl'sI nf llil'lnnwledg,' Hlld hl'lil'f nf pelilioner(s) HIllIllililliS pelsOllul replesell.
1111.ll'l'(.\) ll.f Ilie."h(ll'e.d.'!l"'dl'1I1 pl'liIIOl1el(S).Will Wl'~'I,"111'i i.~.III}.' a~l1.if.liSI '.'.1'. Illl'. "'.'1111" ,.".',eor'."ng 10 lull',
/ U ~~' L ,--- .1/),-
Sworn' If' 01 1IlTilllll'd ~"I .\llhl.'rihl'd ':<'#.h-K~. ~ :;"'.',.t //l<j.fit,
1"'10.<1' nl". I lil.S . ....' .7.T. dH.\' 0...1 I '. ,4.;;:-; .''''''''0 '.' ...{"I.~'-. .~.
'hf /1 ,J~UA~Y / . 'r1997f (/) .A. j/... X'~ { !l
/ !f.)a'jL C'tCu>r" 1,1,1 LA:} .ili, /61/ 1''y'P~''1'- ~
! NARY C LtWIS 11/',<;/'1<'1 I v / S-
--- l
. \ .~\
, .
Nu. ._._!...I . 1)1 " <1_
Estate of
Velvu J. Nml,']C
I Deceased
nECREE 01<' PROBATE ANI) GRANT OF LETTERS
AND NOW _.__JflmWXJ'..Jl._.._.u.~...__.__ 19....2.L, III conslderallon of thc petition on
thc reversc side hercof, sntisfactory proof hnving bcen prcsented before me,
IT IS DECREED Ihllt the instrllmcnt(s) dnlcd...11arch...l.....l2'25
described therein be IIdmitted to probate llnd flied of rccord as thc Inst will of Vel va J. N<Jugle.....-
nnd LCltcrs Jesj;.amen.~_..._,_______.
arc hercby grant cd to .".J)R11phi n..J2ep.osi t R:mk 8, TrllR t c.omp:my
. ] /c) ( /)
01)1-(l.... 'c-112/.YC',> (LIi.)
. Rcglslcr of Will,
) ~IARY CLEWIS
,{jJ27(ftZ) ~0J.
\~ (
FEES
Pl'Obalc, Letters, Etc, ."""" $ 80.00
Short Certiflcates( )""""" $
~~~~~~t~on "'",,''''''''' :b .uO
J C P --5-;-etl- .
. TOT A L _ $-4).:1...00-
Flied '" ",~~~YA,~~, ~"" ~ ?~.7."" """
.J:lJnthol'Y ArlRmR, R~'ll,;rp
A'rrORNEY tSup, CI. I.D, No,) 25502
128 E, King Street, Shippensburg, PA 17257
ADDRESS
(717)-532-3270
PHONE
I"- (-(t
'15 ':'1' :,
1) ~ 00
r..l ~~. :: <:c (
l"- i',:;
'. 1 ..,
.'
,
".I .. ~
~ -~ ,',')
U ~)) , E
~ <1. P\
a:n: <38
Called ~M~R:'bn"1;9-97.
~1-97-?1
I'-
15 III ~ sif
(l)i~ 0::> .-,
, ~ ...\-" <:r ,,- L')
I'- 0
'" I'
" '.
. :" ~
;,'"1 -r; "
..".;-
9 I:J;} 'J)
al <u .P\ .Q
0;:0: d~
.
~ '
LAST WILL AND TESTAMENT
I, VELVA J. NAUGLE, being of sound mind, memory and
understanding, do make, publish and declare this my Last will and
Testament, hereby revoking all prior wills and codicils made at
any time before by me.
FIRST: I direct that all my funeral expenses and just debts
be paid as soon as practical after my death, In the event that I
am not the owner of a cemetery lot at the time of my death, I
direct my Executor purchases such lot, together with a contract
for perpetual care, to improve the lot and to have erected
thereon a suitable monument and marker, using funds from my
estate in such amounts as it in its ole discretion shall deem
advisable,
SECOND: I give, devise and bequeath all my property, be it
real, mixed or personal, tangible or intangible, together with
all insurance policies, to Kristoffer B. Rhinehart, Justin M.
Rhinehart, Scott F, Rhinehart and Kathryn F,K. Rhinehart, of
Shippensburg, Pennsylvania,
THIRD: I hereby direct that all inheritance, estate or
transfer taxes imposed upon my estate, whether passing under this
my Last will and Testament or otherwise, be paid out of my
estate.
FOURTH: Any and all sum or sums, whether in cash or in kind
and whether from principal or income, payable to the
beneficiaries, or any of them, shall be made upon the sole
receipt of the respective individual to whom the payment is made
and free from anticipation, alienation, assignment, attachment or
H
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF ""NSYlVANIA (TO BE FILED IN DUPLICATE
DEPARTMENT OF REVENUE l
HARRls."Jnl~\9beQ601 WITH REGISTER OF WILLS) COYNTYCQOE 21 ....YE"R..9L
-r;"faoH.,f'S NA~! (LAST, .f~'RS!. AND MIODlf INITIAl! -'~---li5T(fOENr ~ COMP\Eff ADDRESS
'"" Nau~ Velva J. 6 E!lst King Street, Apt. 5
~ SOCI~;~~R;r~~;;:;--.'~'-'--l:~~;:~~~~-J~:~~~I;~'. _ COO"~~~_~;;~~~~~'_~~~~57 _ ___. __
____~ ____ I' ~.;~"'I~~=~::::~~.~:\~~\~::o~::=J::':~'~:~:~':"'~ _ . __(OUfIT~:::'" INST~UCTlO~S~_ _ .__
rXl 1 Original Rolurn [J 2. Supplemental Return [] 3, Rernalnder Return
(for dotes of death prior 10 12.13.82'
o 5. Federal Estale Tax Return Reqvired
[J 40, fulure Interosl Compromise
I'or dO'e. 01 deolh olter 12.1l.82)
Decedent Dlod Tes/ote 00 7. Decedent Molntolnoda Living Trusl
(Alloch copy 01 Willi IAlloch copy 01 TrUlII
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAME 3'OMPlfH MAIliNG ADDRE~S
.s.Ji....WalkeX.,....s.eniOI...\Iic.e-l'r.e.aide.l\.t.._._ Da u phi n De p 0 sit Ba n k
Tetf~HONf. NUM8ER . P.O. Box 190
LI-P.J....2.Y.~1llq.. _ ___ ~r.o_,., i ~_~~.\=~11 n 11
Rfy,1500 EX.. (7.9.11
~
~ct,,,,
"'if!'"
wo:5
:z:"'~
"'",,,,
~
,,""
~ffi
"'''
"'z
"'0
"'''-
1.
2.
3.
4.
5.
z
" 6.
;::
~ 7.
::>
'""
0: 8.
<<(
'" 9.
w
'"
10.
11.
12.
I:).
14.
15.
16.
17.
z
0
i.i 18.
'"" 19.
'"
"-
"
"
'"
:;; 20:
'""
/5
I
~.'?~'~('\
"....~~
[] 4.
[X6
L1mltod Estate
R.ol E"o'e ISchedule AI
Slocks and Bonds (Schedule B)
Closely Held Stock/Partnership Inlerost (Schedule q
MCHlgog8S and Nores Recelvablo iSchedule 0)
Cash, Bank Dep~$il$ & Mhcelloneous Penonol Property
ISchedule E)
Jointly Owned Properly (Schedule Fl
Troo,l." ISchedul. OIISch.dule L)
Total Gron ASlets (Iotal LInes 1.7)
Funeral Exporues, Administrative Cosls, MllCelloneous
Expenses (Sr.hedule H)
Deb", Mortgage liabilities, liens (Schedule II
Tolol Deductions (lolalUMs 9 & 10)
Ni:ll Value of Estato (UnA a minus lIno 11)
Charitable and GO\lernmonlal Bequests (Schedule J)
Net Value Subjecllo Tax (line 12 minus Line 13)
Spousal Transfers (for dOles of death after 6.30.Q4)
See Instructions for Applicable Percentage on Reverse
Side. (Include yo lues from Schedvle K or Schedule M.l
Amount of Line 14 taxable 01 6% rate
(Indude values !rom Schedule K or Schedule M.l
Amount of Line 14 taxoble 01 15% rote
(Indude value1 from Schedule K or Schedule M.l
Prindpallax due (Add tal<. from lIne1 15, !6 and 17.)
Croditl Spousal Poverly Creelil Prior Payments
____._.__~._ +.6.&912'-..OQ.
(>
I~~ ,2.
fOR DATES Of DEATH AnEA 12/31/91 CHECK HER'
If A SPOUSAL [..1
POVERTY CREDIT IS CLAIMED
,___..____ _____ "__u..__
fill NUM8EA
002,
NUMBF.~
.0- 8. Total Number 01 Sole Deposit Bo}(o\
and Trust Company
( I I _..__._____..._._.___._._.____..__
( 2 ) ___4.7..,.6 3 2-,..7.B...._..~.___._
13 I --.---.~--_~___
14) __._.__.____
(5 I ___l.O.,.5ALlB.
16) ___________
17) .__.__________
( 8 I _211ill3. 9 Q______~..
19)
110)
1 I . 12 O._lL.____.__
48.35
Ill)
1121
113)
114)
11.168.1&..____.___._ _
47,005.50
47,005.50
1151 _.__.._._.___x.._"
1161 _____._____.x
1171 ._'~J_~9.Q5~~~_._.n x
.06 "
.15 =
.---!.....2.? 0 . 8 3 __ _____
(181 _..l.J.Q~D.'_~L___._____
+._-
DI"ounl
315.79
'-"-'-"-"'--.-
(191 __h~15....z.9.____
(201 ____..____._.___...
Inloresl
.....9JJ.O_.__
If Line lQ Is greoler than Line 18, tinter the difference on Untt 20. This is Ihe OVERPAYMENT,
U[]
Check hero if you are roque sting 0 refvnd of your overpayment.
... ._.....115 .04.___
(21)
121AI
12181
., ..735.04...._.
21. If Line 18 is groater thon linn 1 Q, entor Iho clifforenco on lino 21 Thi1 is the TAX DUE.
A, Entar ,he intorosr on !ho balance dua on line 21 A.
e. Entor the 10101 of lino 21 and 21A Cin line 218. Thi\ is the BALANCE DUE.
un ______~~K.!__~_h_~.c~__~CJya.~_~_ to:_.~~I.~..r_~f_.~U1~.!'9.~~t___. ...___..... .._.".
_u__. ..~-:-- ~u~.~~~flliii:~T~:~iiiS'ViER.ALL.~UE~.T!9.NS <?~R.E.\l.ERS(~ID(A_N"O.J:5>_riEC!'ECK MATH_ ~~_._____..
Under penallles of p6riury, I declmll rhot I hoyft fJ}(omilldd this return, including accompanying schedullH and tlOlements, and It) the beil of my knowledge and belie/,
II is true, car t and complote I dodor" Ihat (Ill ((1\11011010 has beau rllportod' at !rulI markot yaluo. Declaration 01 preparer othflr Ihon Ihe personal roproionlollYO 1\
b\...__~oG...;.::d.T'~. .--'...'..._. .'...1'.';. ,:..~._6.~~...'i...~..~)<lJI~..i <~oI p.1Z.'.,' .'No..(:,.ti~.rE ::",,:. ao y .". no.,w,)I.,.),dr9\\'. . 0..0';.,../..2"4-/"9-.7----.. - -.------
, .,". v' w' /t/;:~~' . \~;.'"N;TnE~~'e\;90 ~-tC::;~~~ ~\;~~fTF'~'[~;T~I;;I"lliy-
'i10 1"~U~~ OV'\~A~fq OIH[R lIt All U!PRtH~jrAlIvf --- Ao6~t;;S .. --....----.. ..---------. ---.---.-----. OA'ii---' - --- . - ____u
~I. . .
U'I.I~IJ t~+ (1,811
L SCHEDULE J
BENEFICIARIES
~. _...-.--.---_..~.. .---
~--
l
fiLE NUMBER
~ti
COMMONWEAlH~ Of P~NN~VW"N1A
INHIIIITANU lAX InUliN
ItUIOINt DlttD.Nt
ESTATE OF
2197-0021
--
AMOUNT OR
StlARE OF ESTATE
Naugle. Velve J.
~
ITEM
NUMBER
.. NAME AND ADDRESS OF BENEFICIARY
RELA'I\ONStlIP
A. Taxable Beque$Ul
~th of residue
8.S. 11211-58-1313 Friend
DOB 9-27-78
1.
Kristof fer B. Rhinehart
137 Wes.t King Street
8hippensburg. PA 17257
~th of residue
2.
Justin M. Rhinehart. a minor s,S.1I207-60-1833 Friend
137 West King Street DOB 12-18-80
Shippensburg. PA 17257
l,th of residue
i
\
\
'i
I
\
\
\
S. S. 11207-64-3084 Friend
DOB 3-29-84
3.
Scott K. Rhinehart. a minor
137 West King Street
Shippensburg. PA 17257
Friend
It,th of residue
4.
Kathryn F.K. Rhinehart,
137 West King Street
Shippensburg. PA 17257
a minor
S.S. '207-72-9884
DOB 1-26-88
~
--
NAME AND ADDRESS OF BENEPICIARY
AMOUNT OR
SHARE OP ESTATE
ITEM
NUMBER
B, Chorltobleond Qoveromeolol Bequest"
1.
--
s
0.00
. TOTAL CHARITABLE AND QOVERNMENTAL BEqUESTS (AI.o enler on 110113, Recopltulollon)
(If mo.. .po" 10 n..d,i.'In;'rt additional .huh al .am' .Inl
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERI.AND
sa:
Thomas W. Walker, Senior Vice I'reAident, Dmlphln llel'oAgllHnk "nnd.Trus_t.C:o.mpaTl:l
being duly HlJOrn. . according to law, doposes and says that he i~.~_lll<.ecu~-"rc___._
of tho Estato ofVe.lv.l\...J..._~l..!l._..__...._______...__
late of Shippensburg Borough. Shippensburg. .., Cumberland County, Pa" decoased and that tho
within Is an inventory made byDauphin Deposl.t J\a.nk~nd Tnll'lt COffiI'JHlY..___, the said!\l\.!lr;ytoL-_m______.
of the ontlro estate of sold decedent, consilting of all the personal proptlrty and real ..toto, except real estate outside
tho Commonwoalth of Pennsylvania, and that tho figuro. opposite each Item of the Inventory reprosent it's fair value
as of tho dato of decedont's doath.
\./ <A;Or-n
__ and subscrlbod boforo mo,
(~~,o #,/;!(';Z~
__ __ _.."'../___ __. . ,._ .._,,__."~._._~_ __...----C._____.__."'.~.__.__.."'.". - ---"--..- ---.
ex..ut.. . lUIMflIl\lll:tlll{
Thomas W. Walker, Senior Vice President
Daupl) j n. D_e.p_o~ i Lll..a 11..k" a nA_'l'r.u s. t. Q.oJ11E.~!'),_
P.O. Box 190
Carlisle. PA 17013
/J ,PL'..J.L.---..< V ___._199..2.__
~..x ~~_-/-
. ~_.~-
Notarial So.)1
Shelda W. Yanlz. Notmy Public
Carlisle Born. GIJrnberlam! County
My Comrnission Expire:; OCL 4, \ ~J99
Addrlll
Date of Death . ___n
.14-
D.y
_December.__._. .. _..______...l99.6....__..__....._____".
Motlth Yur
INSTRUCTIONS
I, An Inventory must be filed within three months alter appointment of personal representative,
2. A supplement Invenlory musl be flied within thirty days of discovery of additional assets.
3. Additlon.1 sheets may be .ttached as 10 personalty or really
4. See Article IV, Fiduciaries Act of 1949.
be
~
""
"
~
~
i><
I~
.d
"'
.
'Eb i
~ ~
~ 0 ~
..., ~ ~ '"
N UJ ~ 0 ~
... '" u
0 0 " "
0 Q UJ UJ be Cl III
I jE g: ~ ..
,..., ...l U. .; ...
~ Z ;'5 0 "" ...
I W U. ...l "
..., 0 <( i-
N > Z 0:: ffi
~ 0 Cl i>< e:
~
Vl ~ i>< 13 I
0 0:: ~~ 'M ... .
Z UJ ,d
... "'I '""
c
'" ~
~ .... "t:
0 "
"" '"" ...
: E ..!! 0
'" ~ 0
..J (j u:: CD I
II" '/ l "
I.) / .'. ,"/_j
8UR~AU OF INDIVIDUAL TAXES
INltUfITANC[ TA)( DIVISION
lllflT.280601
ttARRIS8UHG, fl4 17128-06<11
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INH~RITANC~ TAX
APPRAIS~M~NT, ALLOWANCE OR Dl~ALLOWANCE
OF DEDUCTIONS AND ASS~SSM~NT OF TAX
DATE
ESTATE OF
DATE DF DEATH
FILE NUMBER
COUNTY
ACN
07-21-97
NAUGLE
12-14-96
21 97 - 0021
CUMBERLAND
101
E:'= A...ou~jo!~.!'.Iftod -::J ..
MAKE CHECK PAYABLE AND REMIT PAVME~T TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R iV: gr,i - EX -A FP" - f oi": 97 Y "NoY iCE -"OF - Y NHEii f T ANe E.' YA.x - A-P PRA- is E MEN r,- -Po [, l-owANe E - ciri - - - - - - -" - - - - - - - -"
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
VELVA J FILE ND. 21 9"-0021 ACN 101
APPROVED DEDUCTIONS AND EXEMPTIONS:
11.120.11
9. Funer.l E~p.nses/Ad~. Costs/Misc. Expenses (Schedule H) (9)
10. D.bh/Mortg.g. LhblllUu/Lhns ISth.duX. II (10) 48.35
11. Tohl Deductions (11)
12. Net V.lu. of Tax Retuin (12)
13. ChMrlt.bl./Gov.rn~.nt.1 Bequests (Schedule J) (13)
14. Net Value of E51.te Subject to rex (14)
NDTE: If an assessment wall issued previously, linn 14. 15 and/or 16. 17 and 18
reflect figurel that include the total o~ Abh returns assesled to date.
ASSESSMENT DF TAX:
IS. AllIount of Line 14
16. A~ount of line 14
17. AllIount of line 14
18. Principal Tax Due
THOMAS W WALKER
DAUPHIN DEP BK &
PO BOX 190
CARLISLE
TRST C
PA 17013
ESTATE DF
NAUGLE
TAX RETURN WAS, 1 X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Eat.t. (Schedule ^)
2. Stocks and Bonds (Schedule 8)
3. Clos.l~ H.ld stock/Partnership Interest (Schedule C)
4. Hortgages/Not.s R.c~ivabl. (Schedule D)
5, Cash/Bank OepoAits/Misc, Personal Property (Schedule E)
6. Jointly Owned PrOpBrty (Schedule Fl
7. Tranlfera (Schedlll_ GJ
8. Total A...h
at Spou..l
hx.ble at
hx.ble .t
rd.
Line.l/CI... A rate
Coll.ter.l/Clasl Brat.
TAX CREDITS:
-----
PAYMENT
DATE
02-26-97
04-24-97
R~CEIPT
NUM8ER
AA185203
AA2lJ 216
DISCOUNT 1+)
INTEREST/PEN PAID C-)
315.79
.00
) CIIANGED
ell
12)
(3)
14)
IS)
(6)
(7)
.00
47,632.78
.00
.00
10.541.18
.00
.00
(8)
/
1*
l[i-ll.' {I UP lB-'"
(IS)
(16)
(7)
.OOX,OO:
.00 X .06:
47.005.50 X .15:
(18)
VE L V A
J
AMOUNT PAID
6,000.00
735.04
DATE
07-21-97
NOTE: To l~'ur. prop.r
credit to your Iccount,
sub~it the upper portion
of this form with your
hx payment.
58,173.96
11 .168 46
47,005.50
.00
47.005.50
will
.00
.00
7.050.83
7,050.83
TOTAL TAX CREDn 7,050.83
-----
BALANCE OF TAX DUE .00
._----- -.---,-..---
INTEREST AND PEN. .00
----..-..-----.- _.._-~----_._.._-~
TOrAL DUE . 00
. If PAID AFTER DATE INDICATED. SEE REVERSE
fOR CALCUI.ATIDN OF ADDITIONAL INTEREST.
If TOTAL DUE IS L~SS THAN $1, NO PAYMENT IS REQUIRED.
If TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU HAY BE DUE
A REfUND. SEE REVERS~ SIDE OF THIS FORM fOR INSTRUCTIONS.)
,.,'
(~'--1
/<
,,-.1
RESERVATION' E.t.... 01 d...d.ntl d,ln. .n 0' b,fO" D....bor IE. 1'62 .- 11 .ny fUturo InW'" In .h. ..to.. I. t,.nsl.".d
In p......loo ., 8Ojo,.'o' ...CI'" B (..II.t".1! b.n.fl.I.,I.. .f tho d...d.'" .ltor .h. ",pl,.'lOn,'.oY ..t.t. I.'
Ilf. 0' 10' '..'" .h. c...onw..I'h h.,.b, .,p,...\, ,...,vo. tho rl,ht .. .pp,.I.. .nd ...... .,.".f" 10ho,I..n.' T.'o'
at the hwful CIPl" B (oollrl\Clral) r!ltCl on any such future Interut.
PURPOSE OF
HOllCEI
To fulfll1 the requlrolllants af section 2140 of the Inherltance and Eltl.!ltfl lax Aot, Act 21 of 1995, (12 P.S.
SClotion 9140),
D...ch .ho top portl.o of thl. N.U., and "b.l. wllh ,.u, n.,..nt " the ...I..".f Hill. p,'ntod on .h' roYO'" .Ido.
~-HakCl oheck or lIoM~ order peyable tOI REGISTER OF lULLS, ACENT
, ,ofuod of . .., .,.dlt, whl.h w.. n.t ,.,u..t.d '0 tho T., ..'u'o, .., b. ,.qu..t.d b, ...pl..1n. .n ",ppll.,.I,o
far Rofund of Pennlylvl.!lnlo tnhArltBnce P1nd E.tatCl T8x" (REY-131!), Appllcatlons ara RVl.!lllllble at the offloe
of the Register of WIlls, any ~f the 23 Revenue DIstrict Offices, ar by oal1ln9 tho speolal 24-hour
I!InslolClrIng servlol1 nUllbers for foru ordering I In PennsylvanIa 1~800-362-20S0, outsldo Pennsylvanll'l and
withIn 100al Harrl.burg I!Irea (17) 787-8094, TODM (717) 772~22SZ (Hearlng IllIpBlred OnlY).
PAVHENTI
REFUND (CR)1
DBJECTlDNS' ,ny p.,ty In lot"..t n.t ..tl.fl,d with tho .p".I....nt. .1I.wanoo ., dl..II..,,,.o .f d.du.U.ns. or ........0.
of tax (inc:ludlns discount or lntorut) !IS shlJwn on this NOUCll lIust objlld within slxtv (60) day' of rllcelpt 01
thh HoUce b')!l
'-writ"n p,ot... t. 'h. .. D'P.,"O"t .f R.v.mio, 90"d .1 ,pp..I., D8P" '910'1, H."I.bu,.. P' 17118-1011, OR
.~llleQtlQn to haVll thll .attar deterllllnlld at audit of thll account of thll personal rllprosantatlvc, OR
--Bppea1 to thll orphans' Cilurt.
ADMIN
ISTRATIYE
CORRECTIONS:
Factuel arror. dlscllvllrad on this a!lSllSSllllnt should bu addruud In writIng; to: flA OQPllrtlllllnt of RlIvenue,
BurllaU of Individual 1ax6l, AllNl Post hSllSSllent RlIvlew Unit, Dept. 280601, HflrrlsburA, PA 1112:8.0601
Phone (717) 787-6!;OS. SU pog;e !i of the booklllt "Instructions for InherItal\ClI Tal( Return for a Ruldllnt
DlcadantN (RE~-1501) for an oxpll!lnatlon of adlllnlstratlvelY corrClotobl1l llrrorS,
II .ny t., duo I. p.ld ,Ithln "".. '" colond" oo,,'ho .ftor 'h. d.codont'S d..th, . floe por.ont (S%' dl...uo, .1
the hll pllld Is tlllowod.
The 1!;Y. till( ftllnllsty non-partIcIpation p.nBlty I. cOllputed on the totnl of thll tax Bnd Intllr8.t a..e,slld, end not
paId befor~ January 18, 1996, the first day after the snd of the tax alllnest')! period, ThIs non-particIpation
ponoit, I. .pp'.'.'" In tho .... ..nnor ond I" tho tho .... t1.. por lod .. ,.u w."ld .Pp.el .ho '0< .nd lnt.,..t
thllt has belln auused tIS Indicated on this notice.
Int8rut III ch!lrgtlcl bllglnnlng with first dRY of tlullnquency, tlr nlnll (9) .Gnth, and ClOll (1) day froll the datil of
d..th, to the dl'lte of paYlllent. Taxu which bllcallll dellnqullnt bllfore January 1, 1982 bur Int8rut at the rat_ of
.I~ (6Y.) pllreent per annuli calt.ulatlld at a ually ratll of .0001~4, All tax.' which bllea.e delinquent on and after
January 1, 19B1 will bur lntllrut at" rl'ltll whIch wIll \,/nrY frail c;alllndtir yur to ulondar YClBI' with that rah
announoed by thll PA Departllllnt of RevenUQ, HIll IlPflllr.ablll IntllrOlt rates for 1982 throullh 1997 \'Irlll
U!r Interut Rate DailY Intrrest !'/letor ~ Intllr"llt Rat. 11lll1v lnhrut Factor
--
1~82 ZOY. ,000548 198"' 9Y. ,0002-47
19U 16Y. ,00lJ(,38 1988-1991 11Y. ,000301
19104 llY. . 000~01 199Z 9Y. .000247
a8S 13Y. .000356 191)5-1994 '" .000192-
1986 10;( ,000U4 1995-1997 ,% ,000247
--Intllrut h calculated .. fpllow':
INTEREST c B^L^NCE OF T^X UNP^ID X NUMBER OF O^YS DELINQUENT X D^ILY INTEREST F^CTOR
M-Any HotlCII tuued after the tllX beeo.1lI r1el1nqullnt ~1l1 ,.eflllct an lntllre.t QalCiulatlon to flft.lln (15) dBY'
beyond the dat" of the BSUulI.nt. If pBYIIIllnt III ude after t~e lnterut cOlllputatlon date sho~n on the
NPtlell, IIddltlonal Interest lIlU.t be clllcu1r.lted.
DISCOlIH1:
PENAlT't'1
INTEREST I
, ..._--. ---.............-....
IN THE COURT OF COMMON PEAS
OF CUMBERLAND COUNTY ~ PENNSYINANIA
IN REI
ESTATE OF VELVA J. NAUGLE
NO. 2197~0021
CERTIFICATE AS TO GIVING NOTICE
TO INTERESTED PARTIES
I h.r.bY cert'fY th.t ,otic. of the f""g of the .ccou,t .,d
et.t...nt of propoeed di.tributio, " the ..t.te, ,nd ,ot'c' of the
d.t. the "me will be pre."ted to the court for contir..t'on ,nd
,pprov,' w.. g'v.' to .11 p.r.on, reguired by pe. ,rph.n'. court
Ru1.', Rul. 6.' to b. give' .uch not'Ce, "d th,t ,e'd ,ot'Ce w.'
g'v" .. prov'ded 'n p, orph,n" cou,t Rule., Rule 5.1.
A coPy of ,,'d not'ce, together with the "me' .,d .ddr....'
of thO per.on, to wnom the ,otic. w" giv.', "d the dot. fhe
notice waS gi.ven is attached hereto.
H. Antho ' sq i
Attorney for personal RepresentatiVe
12B E. King street
Shippensburg, PA 17257
(717)-532-3270
~---,~.,
Page
PRINCIPAL
58,173.96
0,00
3
Reoeipt~: Per Inventory Filed or Balance .of pdor Aocount
This Account
(364,34)
4
Net Gain (or Loss) on Sales or Other Disposition/Principal
.. .. .. .. ~ .. .. .. .. .. .. .. ..
57,809,62
Less Disbursements: Debts of Decedent
Funeral Expenses
~dministration Expenses
Federal/State Taxes
Fees & Commissions
Family Exemption
, 109; 00
6,923,80
886.96
6,735.04
3,408,70
0.00
5
5
5-6
6
6
18,063,50
....................................................
39,746.12
0,00
Balanoe before Distributions
Distributions to Beneficiaries
..........................
39,746,12
Principal Balance on Hand
For Information:
Investments Made
Changes in Investment Holdings.
INCOME
0,00
1,475,86
0.00
Receipts: Per Prior Account Filed
This Account
Net Gain (or Loss) on Sales or Other DiSPosition/Income
......,.."...-..........
1 ,47h86
47.21
Less Disbursements
.;........................
1,428,65
0.00
Balance Before Distribution
Distributions to Beneficiaries
..........................
1,428,65
Income Balance on Hand
For Information:
Investments Made
Changes in Investment Holdings
--.;.... -
-2-
7
8
9
1.0
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent:
1997"01.10 Shippensburg Meals on Wheels -
Two days of Meals
1997-05.~9
Cumberland Valley Hose #2 .
Medical Expense for Ambulance
Funeral Expenses:
1997-01-06 Fogelsllnger-Bricker Funeral
Home Inc. - Funeral Expense
1997-01-10 Carlisle Memorial Services,
Inc. - Monument
Administration Expenses:
1997-01-06 Dennis Best - Rent Paymen~
1997-01-06 General Public Utilities Corp.
. Utility Expense
1997-01-06 PFG Gas Inc. - Utility Expense
1997-01-15 Cumberland County Register of
Wills. Cost of Probate Fees
199.7.01-21 General Public Utilities Corp.
- Utility Expense
1997-02-10 News-Chronicle - Cost of
Advertising and Proof of
Publication
1997-02-18 Gener.al Public Utilities Corp.
- Utility Expense
1997-02-26 Cumberland Law Journal Cost
of Adverti~ing and Proof of
Publication
1997-03.12 NewS-Chronicle Co. . Cost of
Adver.tising and Proof of
Publication
1997.03-19 Cumberland County Register of
Wills. Cost of Short
Cert ifica ce
- 5.
\
9.00
100.00
.....................
5,926.80
997.00
.........................
290.00.
27.45
11.90
91.00
30.49
17.52
14.56
60-,00
3'1.04
3.00
109.00
6,923:80
RECEIPTS OF INCOME
Dividend,;:
1997-01-02 Merketvest Funds Short Term
Bond Fund #592
1997-01-02 Marketvest Funds Ino;
Intermediate US Goverr~ent
Bond Fund #593
1997-01-06 Marketvest Funds Short Term
Bond Fu,n6 #592
1997-01-06 Marketvest Funds Inc.
Intermediate US Government
Bond Fund #593
1997-02-06 Marketvest Funds Short Term
Bond Fund #592
1997-02-06 Marketvest Funds Inc,
Intermediate US Go'Verrimsl,t
Bond Fund #593
Interest:
1997-01-06 Capital Reserve Aocount
1997 -01-10 Capital Reserve ACcount
1997-02.03 Capitel Reserve ACcount
1997-03.04 Capital Reserve ACCount
1997-04-03 Capital Reserve Account
1997-05.05 Capital Reserve ACcount
1997-06-05 Capital Reserve ACCount
1997-07-03 Capital Reserve ACCount
1997-08-01 Capital Reserve Account
Total Receipts of Income
- 8-
\
1,79
6,86
28,48
109.06
10,61
41.22
~ .. .. .. ..... .. .. ;, ". .. .. ..
0,99
15,27
157,82
176,38
188,46
180,30
179,75
188.88
189,99
.....;.....................,..
198,02
.
)
1,277.84
.........................
1,475.B6
.-
,.
LAST WILL AND TESTAMENT
I, VELVA J. NAUGLE, b~ing of sound mind, memory and
understanding, do make, publish and declare this my Last Will and
'I'estament, hereby revoking all prior wills and codicils made at
any time before by me.
FIRST: I direct that all my funeral expenses and just debts
be paid as soon as practical after my death. In the event that I
am not the owner of a cemetery lot at the time cf my death, I
direct my Executor purchases such lot, together with a contract
for perpetual care, to impr.ove the lot and to have erected
thereon a suitable monument and marker, using funds from my
estate in such amounts as it in its ole discretion shall deem
advisable.
SECOND: I give, devise and bequeath all my property, be it
real, mixed or personal, tangible or intangible, together with
all insurance policies, to Kristoffer B. RPinehart, Justin M.
Rhinehart, Scott F. Rhinehart and Kathryn F.R. Rhinehart, of
Shippensburg, Pennsylvania.
THIRD: I hereby direct that all inheritance, estate or
transfer taxes imposed upon my estate, whether passing under this
my Last Will and Testament or otherwise, be paid out of my
estate.
FOURTH: Any and all sum or sums, whether in cash or in kind
and whether from principal or income, payable to the
beneficiaries, or any of them, shall be made upon the sole
receipt of the respective individual to whom the payment is made
and free from anticipation, alienation, assignment, attachment or
COMMONWEALTH OF PENNSYLVANIA:
:Ss
COUNTY OF CUMBERLAND
I, Velva J. Naugl~, whose name is signed to the. foregoing
instrument, having bee.n duly qualified aooording to law, do
hereby acknowledge that I signed it willinglY; and that I signed
it as my free and voluntary act for the purpose therein
expressed.
J)-QQ~~~ [111.(10 -'
Vel a J. Nau 1e-
sworli to and acknowledgedF before meF
by Vel va J. Naugle, the Testatrix,
this ......j-.::!!!:-. day of :frY? H )U , 1995.
ilUUi,-!Yb/~
Notary publio ~
.......-"'.,..."...--...-
NO '~EAL
DAWN MAR-" ~,t'IluP. Notary PUblio
Sh'ppensbl '. ~"d OountY, PA
My Comrtd.,... . ~..::~:;:"~'o. 5,1996
COMMONWEALTH OF PENNSYLVANIA:
:SS
COUNTY OF CU~BERLAND :
WE, LI i}~h)I1Jt.kUti) and ",Sl'(pfil'/i O;/Vfml) t~, the
witnesses whose names are slgned to the foregoing instrument,
being duly qualified aocording to law, do depose and say that we
saw the Testatrix sign and execute the instrument as her Last
Will and Testament; that she signed willinglY and that she
executed it as her free and voluntary aot for the purposes
therein expressed; that each of us in the hearing and sight of
the Testatrix signed the Will as witnesses, and that to the best
of our knowledge and the Testatrix was at the time at least
eighteen (18) or more years of age and of sound mind and under no
constraint or undue influence.
.-6
~::!'
.....--/
swor~ to and. ~ubsoribed before me by, C
_ ~\. . IW,Gl1<..! 4t[uy~. and '> "111 ~l.1/r;mr.tn
r' Wl tnes'ses, .thiS 1""" day of 'le, j f _A
\ ~W
'h (I .tl::?YrlfU c ," (:{j[iD_Ll
Notary public . , ----p -
00 fiL", ,
, 1995.
...........-........-""<"'--
, iIO'TAAIAL SEAL
I DI,WN MARIE SHOOP, Notary Publio
, ',,-:,,~"r\"'.'L '.'''''''!':'' .I~__.l r,: '~:'"'.'.i', P,t.,
~:H';j, 5, 19~u
I.
.,. ....,......,........
\
~
~
...
'\:
~
)
~
.J' "t;1 r.: 'tJ ~~~_
5 l1! j'''';o '.":'.'
j c, 2' t :J
~ :l g;;:
, 5.~ ~ \i c:
,f! 11 l:! itJ~
'_$w""
'81~ei:ig
III -l'l ""
c:" C'" 0.1
~et\~\'t;
IX .!l! 's, .'; ,/.,
i tt I\) _ ~~ -n
'l:> 5 ~ r. ".
'Si-ot:d
'~~~~L~
e S! c: ~"
,lti i. r~ ~
~... ~ ~ t::
1ii e e"O ~C: .
f-Ei ''': ~iX s E ~ ~.
,~.go'tliiiC>"
~t:"'~-K
4\5~IO~N.
{oS (.) 0 E 0 - ~
.... 'li ".
15 II> t l :.:, '
11>,,-5,;. .
.t: h .;) - ~- , .
_ co .~ L', "(:, ,-
.
~ 'i
...r (0 ,-
Ie ~ .-"
It;r(:~DS-
ro r, ,2 E 3 49. ~
ot.oI (Q ~ Q;l () -;c
Ul 0. E jg .'\l E .\J
.l!!~=(/)"'lE1i ..
iii '€ ~~t; 1.' ~
~. a:g:l g ,~ ,j, IS
I~~=n~ .~ ~
I!fl Ii: 113f::1 ' ....
'b-8~, CO~.1 .~
... 'I! U ~; ~." "
{j1 -= 4l, ,~c ,\1 ~l
'IO~~j"'~~;
't1 .... c:; C. (iJ
c= '0 Q) .Jo:: (1.\
i '" iIl.t1 VI " '"
'I.~i:~i~
1O! ~ ~L .~ '
,'lil113Sl!~ ;;
liS ~.go~ U)
j '8 .!Ii z:.5 .~ ~ 'Q.
1 iC~~"':'
k ~_iIl>EOci \
'! . m ~ ~ 8.~ ~~. ,
iIl,&::II>~O""C':"'~
J:: ... .c '<c' , c', '.
_ 0 ... 0 t.1.. II;; ~', ~ ,
Fl(
'\l/
, ,
11
Ch,
Cu
lj;:'1 ... .., ~
~ '" '"
~~ 13 ~ e
. ~ ...
H ~ Ul
p.,Ul Ul ~ :z; '1:l !i
13ffi H 0 0 ~
~ ~ U H
H U ~Ul ~
~p., A ~~ <tI ~
.-<
o . N . ~'1:l~~ ~~
~~ ~ 0 II> ,.., ""
0 0 '5
.' I ~B ~ "~
0 ..... 1<< ~ H hi .b~
0 U '" ~ AU
~U .-< ~~ 0 ~ ~i
N .... ~
.
~~ Ul . A p.,
~ 0 . o~ ... 0 8
:z; ~~ l2 ~""
~ !]:I"! ~e H ~o "" <1l
~~ ~~ 1<< p.,... (l. ~. "
:l .. ~
Ulr.-l Cd >. ~
AU r.-lA AU "" ,-
"'"R ') ,t1.',l~7B IJOOO
841 As '411"0'84 ~o is-I
'P940, puoaO,d Ilnql'lSIP 10 "I"
p"Joep UOllnq ~lIfM IHIUtltJHJiJtHI lJI
P.'WIIUCO /IInooo/' I~ Ir'.p.U'._~'ill fllQoql
t,btI hi :plJ
.. ~.c,
I --;" -.
.. -....-
... ~ ~
~~....-_. ^
-
o oOuphl~ Deooslt Bank
ood TMt COl-nporf(
.
""