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HomeMy WebLinkAbout97-00727 ....... --. ........, ../ 1-..., , i , ) ~' ,/ '..' " c~ ~'- 0 ~4;:1 ql-onr- ~ ~d-q?; ~~ 1 ; ~~- v..4.4 0:1":1- , ~< J , ~; ;, , . .I'';' . '" '. I , ('" f. ~,' d. .~~... I ,If" ';: '..1 '~'" ---, '<"'-'---'. , --+ - r---'... ~~.. - 'i-: ~..~ ;"""''--.......-.---. " . . t.1 .~ . ,I \ '. PETITION FOR PROBATE and GRANT OF LETTERS 2-1 - J'jlj'] -Or72 '7 Estate of EuQen, A. Rynard a/so known as n a No. To: Register of Wills for the Deceased. COllnty of CUmberland in the Social Security No. 189-09-4700 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executors in the last will of the aboye decedent, dated April 21 and codicil(s) dated n/ a EO 1/.,.,,,, t: P1tUM! d named , 19-11- d ,. ~'" "'" / ~-;> a,,) (state relevant circumstances, e.g. renunciation, death or executor, etc.) Decendent was domiciled at death in CUmber land It is last family or principal residence at 553 P<>h'r"hllrg ToWl"!~_I}~[l~ Carhsle. PA 17013 _ _ (list street, number and muncipality) County, Pennsylvania, with RnAn. ~nllth Minnlptnn . Decendent, then _ 80 years of age, died August 21. at 553 Petersburg Road, rrlrli"l<>, PA 17011 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of th~ will offered for probate; was not the victim of a killing and was never adjudicated incompetent: n/3 Decendent at death owned property with estimated values as follows: (If domiciled in P~.) All personal 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: 553 PetersburQ Road. Cumberland County ,19 q7 $ 100tOO $ n a $ n a $ 125.000 South Middleton Townshio. WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and eodicil(s) presented herewith and the grant of letters Testamentary (testamentary; administration c.I.a.; administration d.h.R.c.t.a.) theron. ~ i u c u -o~ 'fi~ "'~ -00 c';:: C'Il';:: -;;-~ ..~ 30 ;; c " Vi E' (:?~ -J/ /1{~~~-< _'AYU4./t#, xltU-,,-A;~ (2t.e.",-".M'A / SFilrley,;:Cleayer fonnerly Shirley Hawk OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } S8 COUNTY OF CUMBERLAND The petitioner(s) ab()v~.named swear(s) or affirm(s) that the statements in the foregoing petition are true and eo,rect to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) nf the 300ve decedent p:titioner(s) will well an ,truly administer he- state aceprding to law. ~. y Sworn 10 or afiirmed before me this 29th ~'" ~7 EWIS en ..' '" " - " ~ ~ E. R d 1, }--,Q Shirle Cleaver formerl Shirley Hawk .,;:':-,'""";.".".",, \." No. al- '1 Estate of -Euqpnp A. RY""rd , Deceased DECREE OF PROBATE AND GRANT OF LETTERS SEPTEMBER 2 AND NOW 19~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated Aoril 21. 1977 described therein be admitted to probate and filed of record as the last will of EuQene A. Rvnard and Letters Testamentarv are hereby granted to Kenneth E. Rvnard and Shirley Cleaver FEES '-111 QAM'C, 'j.R.)_u_~i- f_t),:;Ji, WI . ();U..t If).fJtcr " Regisler of Wlllr. MARY ClI. LEWI ~-/~? () ~,/ y~.\/ / ATrORNEY (Sup. CI.I,o}No.) Jonnna J. Deily, Esquire, H 53147 26 West Hiqh Street. Car lisle, PA 17013 ADDRESS " " , 270.00 Probate, Letters, Etc. ......... $ Short Certificates( p....,..... $ z-paqes RentmcTation ................ $ JCP $ 5.00 TOTAL_$ 293.00 SEPTEMBER 2, 1997 13:88 (717) 243-6222 PHONE Filed ................................... PUT INTO ATTORNEY BOX PROTHONOTARY ~ " c C;, <'oJ a . ~.1 (:: ... '- c...... __::: :J ("'of'. --,v _..-^'.,'~._,-.. In \ 'J~" Thi.. i.. ltlu'nii'v lltal [hl' illlol'lll,lIlnll lu.'l'L' gin'l! I" lllrrn.d~' lClpil'd 1111111 ,Ill llllt~ill,d lL'l'lliil:lIL' tlr d(,llh d1l1r tiled \Vllb 1IIL' ,1\ LOllI! I\I,:gi"lr,n:TltL' origin,lI U'llitil,lll' will hL' 1~IIW,lldL'd 10 thL' "\[,lIl' \'ir,d Hl'ltlld.. (lH1u' (Ill" pL'J'Il 1,1 Ill' II I liling. ?J;'::> "'IO~.:4JP.. U1 1,t1P"'tNT ,. ,,,,""NINt <l.ACKINK o ~ ~ , ~ :} J i 1 ~ a ~ WARNING: It Is Illegal to duplicate this copy by photostat or photograph. h.t' I;n lhi, u'lldl...lll".~2.I\O 1.;,,"{~\1itQ~Jl~;~~ /,/~~' <1'.rA~\ ~~' ~~~\: I""" ~l 1\ ~~,..;, ~'J ~, ~\" . 'S'.l ,.~~, /0.'''' ,.' . '''rJ~ ... <,,~ ,," :!lo~....!_"ENl ~.' 'J,,~I.I' ~!!Y \) " (:'J ' . .~ ~j.~.<\...\i'\\.'t--v.,_-.:.~_,_:_i)~~~ Ill\.d Hq:I'lrH AUG ~,:o' 1991 4430285 ..--~- --- -_._---~-_._-- , 1.1lC No. COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH "l"'EC'O(CIOtNT,.~",y_"n' '" .. "A1I''lI~'"'I''' !oOC''''~ SICUIUN "UloIlltA 8/21/1997 O...llO'O(.lI>1IolCl"flGh._' 4700 189 - 09 M .. ,. Rynard UNO!AlOA'I' --! .......... i C"....,llOAC/.TWPO/'O(ATH 1. Eugene A. PLAGIi~DE.uHQIO('''''''''''-_'''''''''''''''''''__ HOSP,tAL. ."".,_0 EI\IOWIoI"tIllw " ''''C,~""'''.IolE,lIN:1'",.......,.",go",,,,",'M,",,,,'''''' 8ll'ltul'UCl<C.rw""" SlII~",F""tq'ClllJ/"'l>1 lQ('ll.~ UNCE"" ~EAA __ 0..,. :,.,.Cl ,Greason,PJ\ 80 '" A...Cl.l......:.atl __~. _to WI\oIIe O' ,""'" ... White SUl'MVINCl5POUIlL I~-.~--, cou...n Of' ClUJH !)..\ ..Cumberland "South Middleton T. O(CIOlNl'SUSUA~ OCCUI'.(!lQIi ~,NOOl' BUSlH(ss,o;NDUSlnv '",.:a...",,::.:.;,%".::~:r Frog Eo Switch l~rin Mill rater "...Manufac 'urin OlCtDtNT'S"'AIl,HCi"'OORE~'SI<"-C"""'"*,, $tao.l",C"""l DfC!OlNT'S 553 Petersburg Road ~~~~;iNCt Carlisle, FA 17013 ;:-1)It"::'.7'1 ... 'Al'HEA.SN......EI'~r.'..."""'E.-.) II. Anson . ,""Ol'l"'ANl'1 HA...l (lfP*Pr<V1 *. Shirley J. loolE1JotOOOF"'SPOsn~ O ~[E c,......IOf'O A.__51...0 OlIN".... Ot....~. '" SJON,uUAIEOI 553 Petersburg Road ......lln...LST,(IUS........." N_Iol_._ 0Mltud~#j1 u.Widc'Wed UI.g} _.__.. H,.SI.,. ""' ~.... -., Ctnnberland _,,"pl "..0 :;""-'=::::01 loIOtHl.n.5~..."",F.._"'~U_s..."f!.1 ". ~aJ.lle A. MOhler INFO"....ANT'aMAl~INQ...OOAIS$i5"Ml.c.r.ra-.,...., l'llC~ Ob. 6206 Devonshire Heights Rd.; Harrisoorg, PA PVoCE01' OlSP0511'ON."l.....",c.Ml...,.C,tINllCIY LOCA1ION.C~.SI"..Z.""" O'OII\ffl'ltc. 17112 w orb,eo.". Rynard Cleaver "Carlisle PA 17013 1701 'h "."'.21.<'fj"'....tlI<_pIotI.,~ '*_"'~~..OUl~ 2~. 0 q ~/tp a....-nt l.l U n.",'ITI: ('''.''...'''..If.I.........tO'c.GI"\ph<.II'''''I'''IIoC~Ul''''''''P\f....." OG"ll,.m.. I"' rno<St 01 Oy< ,loe"1f ""<OI'..I>".'O",."..',._OI".."'l..... 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II ,: ii' il il';! .' , , " I' I, i i i , 11: : ' ! I. i',: I :1 , i ,. \~ i I I ., I ~; i i?l L'II hi 'i I'i il j.! I'! 1'1 H I,,! H , . \:'1 I':! i,',! I' I ! !I I' 1'<1 ,q !'I ." :'! i"1 I', ". I--! \.i; 'I I:' ,'I 1:'1 :':1 . I ! I I " ':\ i "j i +-I i III +-I rJl Q) E-< 'd J:: < .-l .-l .r! ':11 +-I rJl ~ 'd ~ ! 4-1 o . < Q) J:: Q) bO ::l f:r.1 ~I 0 r- :.::~ ~ r.: r- .W ~-. -') -..\ ." d, -, -''-'. en 0 ~.) , D 2.~..: .-.., '~,;; ~? '"j':;', 0'1 II .&.J Q)M Q).-l +-1\-10 \-1+-11' ~tIl.-: .&.I ~ III tIlQ)P< :> I . 0 .. 4-J' p:\ r.: Q) III Ill.-l I gb~.~ .~, ~uiJ::e Q) ,Ill 0 Cl M t) .&.I. .&.I < . LAST WILL AND Tl::STMmNT I, EUGENE A. RYNARD, of South Hidcllcton TOI.nship, Cumberland County, Pennsylvania, being of sound min'!, memory and undel"f;f'i'nding, do make, publish and dec lare thi s as nnd for my Last Will and Testament, hereby revoking and making void nIl former Wills by me at any time heretofore made. FIRST. I direct all my just debts and funeral expenses, including all inheritance taxes that may be assessed against my estate, be fully paid and satisfied out of my estate by my personal representative hereinafter named as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all my estate, real and personal, whatsoever and wherever situate, unto my vlife, Erma E. Rynard, to be hers absolutely. THIRD. In the event my said I.ife, Erma E. Rynard, should predecease me Dr we should both die as the result of a common dis3ster, then in either of those events, I authorize and direct my successor Executors hereinafter named to convert all my estate, real and personal, whatsoever and wherever situate, into cash at either public or private sale or s8les at the best price Dr prices obtainable in their discretion; and after the sa{l1e has been converted into cash, I give, devise ano bequeath the proceeds thereof to my six children, in equal shares, share and share alike, or to their issue if any of them should predecease me. LASTLY, I nominate, constitute am1 appoint my (,]; fe, Erma E. Rynard, Executrix,of this my Last Will f!c1d Test:C\Plent, if living and able to "eJ:ve, othere.ise I nominate, constitute and appoint mn J son, Kenneth E. Rynard, IL D. 5, Carlisle, pennsylvania, and my daughter, Shirley Hawk, of Harrisburg, pennsylvania, successor Executors, of this my Last Will and Testament. l , Ir:" TN WITNESS ~IHEREOF, 1 have hereun to set my hand <1'.ld seid this 1,/ ./)1< I I /.:;U'~ '.,' l ,A.D., 1977. (lay of (<' " ". " /'. ',' ( 1.(" '.1 . , ,/ /; ;,0, I \' C:])vuy (SEAL) .' Signed, sealed, published and declared by the above named Testator, Eugene A. Rynard, as and [or his Last Will 8tld Testament, in the presence of us, whD, at his request and In his presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. ,.-, ~2~~~ ..-- T \2(~/l' ./ " ~;" . ;;; /? -', ---- / r~"'~~.v ;'l /l' ~ _L.I . , -:fa / )) r' J.A J .-- 1-- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. Eugene A. Rynard August 21, 1997 Admin. No. 1997-00727 To the RegisLer: I certify that notice of beneficial 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 November 4, 1997 Name Brenda K. DeSimone Kenneth E. Rynard James C. Rynard Stanley L. Ryn~rd Keith E. Knarr Chad Knarr Shirley Hawk Cleaver Address 530 Petersburg Road, Carlisle, PA 17013 R.D. 1, Box 785, Landisburg, PA 17040 30 Kenwood Avenue, Carlisle, PA 17013 310 Wprt7. nUpnllP. Mpt"'h;::tni l"'~hl1rg. PZ'I. 17nt;l:\ 1527 Spring Garden Drive, Middletown, PA 17057 412 Limestone Road, Carlisle, PA 17013 6206 Devonshire Heights, Harrisburg, PA 17112 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except NIA Date: November 4, 1997 fO" '.)(~ \~Lt~RQ~L Signature Name Michael R. Rundle Address 28 South Pitt Street Carlisle, PA 17013 Telephone (717) :14CJ-R300 Capacity: Personal Representative Counsel for personal representative x \. I.. 1_, rT'.'i.: I. :!f: -o,;.',"_r ~ t IS <;~S)O - cr . ,I. I ;f' ..LJV 7' .J... \/- REV. 1500 EX t (7.94) rFO:~tTU\SA~F OEATH AFTER 1UJ 1/91 CHECK HERE POVE:RTVCRE ITISCL"n.4F~ FilE NUMBER CAB H P L E P 0 C R C KOK P S CO"'"f!J~~:r.~'~\1-'l[".wJj[J~l'N1' H'~RISB'S~&.~~~\28.""'" INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS 21-97-0727 YEAR NUMBER D E C E o E N T DECEDENT'S NAME (LAST, FIRST. AND MICDLE INITIAll R ard, Eu ene A. SOCIAL SECURITy NUMBEh 189-09-1.700 DAfE Of SIRW 0/./07/17 COUNTY CODE DECEDENT'S COMPLETE ADDRESS 553 Petersbur8 Road Carlisle, PA 17013 DATE OF DEATH 08/21/97 CO,"1y Cumberland (IF .A.PPLICABLE) SURVIVING SPOUSE'S NAME llAST ,FIRST AND MIDDLE INlTIAL) SOCIAL SECURITY ~UMBEA .. AMOUNT RECEIVED (SEE INSTRUCTIONS) 0.00 , X 1. Original Return 4. Limiled Eslale 05. o 8. Remainder Return (for dales of dealh prior 10 12.13-82) Fodoral Estalo Tax Return Required Total Number of Safe Deposit Boxes 2. Supplemental Return 4a. Furura Interest Compromise (for dales 01 death aUer 12-12-82) []) 6. Decedent Died Testate 07. Decedent Maintained a Living Trust (Attach copy of Will) (AlIach a copy of Trust) ALL CORRESPONDENCE AND CONFtDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: R E C A P I T U L A T I o N COMPLETE MAIUNC& ADDRESS Addams & Rundle 28 South Pitt Street Carlisie PA 17013 100,000.00 None None Non" 106,075.19 None None C P o 0 N....E R N R D Michael R. Rundle E E 5 N TELEPHONE NU"'BER - T 717 249-8300 1. Real Estale (Schedule A) 1 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Inleresl (Schedule C) (3) 4. Mortgages and Notes Receivable (Schedule D) (4) 5. Cash. Bank Depos~s & Miscellaneous Personal Property (Sch. E) (5) 6. Jointly Owned Property (SChedule F) (6) 7. Transfers (Schedule G) (Schedule l) (7) 8. Tolal Gross Assels (total Lines 1-7) 9. Funeral Expenses, Administrative Costs, Miscellaneous Expenses (Schedule H) 10. Debts. Mortgage Liabilities. Liens (Scheduie j) 11. TOlal Deducl;ons (total Lines 9 & 10) 12. N8t Value of Estate (Line 8 minus line 11) 13. Char~able and Governmental Bequests (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 15. Spousal Transfers (lor dates of dealh auer 6-30-94) See Instructions for Applicable Percentage on page 2. (Include values from Schedule K or Schedule M.) 16. Amount of Line 14 taxable at 6% rate (Include values from Schedule K or Schedule M.) 17. Amount of Line 14 taxable at 15'% rate (Include values from Schedule K or Schedule M.) 18. Principai tax due (Add lax from Line 15. 16 and 17.1 19. Credits/Sp Poverty Prior Payments Discount 0.00+ 9,000.00 + 473.68 20. If line 19;s greater than line 18, enter the difference on Line 20. This is the OVERPAYMENT. ~ 0 Check here if you are requestin a refund of your overpayment. 21. If Line 18 is greater than line 19, enter the difference an Une 21. This is the TAX DUE. A. Enter lhe inleresl on the balance due on Line 21A. B. Enter the lolal of Line 21 and 21A on Line 21B. This is the BALANCE DUE. Make Check Payable to: Register of Wills, Agent . .. BE SURE TO ANSWER All QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. .. Under penalties of perJury,' declare that I have examined thIs return,loeludlng accompanying schedules and statements. and' 10 the butot my knowle<fgeand belief. It Is 'rue, corr&Ct andcomple1e.1 d&clafelhal all real estate has ~en tepotled al truelnarke,yalue, Oeclatatlonal preparer other than the personal representallvel$ based on all InformatIon of whIch preparer has any knowledge. (8) (9) 20,820.18 97.27 (10) (11) (12) (13) (14) (lSj 0.00 X , (16) 185,157.74 X .06' T A X C o M P U T A T I o N (17) 0.00 X .15 = (18) Interest (19) (20) (21) (21A) (21B) Shirley Cleaver and Kenneth S. Rynard ~~'<l.~. ~.~\1~!,_~I)~F_"_ t1S.1:~(!l-p._ ~_,_ .~~x. _?~?_ _. _..... -. Hb Landisbu~ , PA Addams & Rundle 28 South Pitt St~eet cal=ii;'-i';;. -PA- - -i"ioi":i. - d. - - --. -.. - -- - - - _.. -. -..-- .~:.;:t~~~~( 206,075.19 20,917.45 185,157.74 185,157.74 0.00 11,109.46 0.00 11,109.46 9,473.68 0.00 1,635.78 0.00 1,635.78 ~~T!.....Jr..) ~ ~7: J~ FO~~7.") .... Act 1148 of 1994 provides for the reduction of the tax rates Imposed on the net value of transfers to or for the use of the spouse, The rates as prescribed by the statute will be: .3"10 (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 .2"10 (.02) will be applicable for estates of decedents dyln9 on or after 1/1/96 and before 1/1/97 .1"10 (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 . Spousal transfers occurring on or after 1/1/98 will be exempt from InherItance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. retain the use or income of the property transferred,. . . . . . . . . . . . . . . . . , . , . x b. retain the right to designate who shall use the property transferred or its income, . . . . , . . . . . . . . . , . . . . . . x c. retain a reversionary interesti or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . x d. receive the promise for Ufe of either payments, benefits or care? . . . . . . . . . . . . , . . . x 2. If death occurred on or before December 12, 1982, did decedent within two years preceding 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x 3. Did decedent own an 'in trustfor' bank account at his or her death? . . . . . . . . . . . . , . , , . . . . . . . . , . . . . x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. COPvrlqht (e) 1994 form software only CPSyslems, Inc. ~".',:"t"':~'::--'~'~~""':\!"'-""""'''''''tl''J,''.!'''' .., ".",," ESTATE OF FILE NUMBER Eup,ono A. R nard 55! 189-09-4700 08 21 97 21-97-0727 (Property Jointly-owned with RighI 01 Survivorship must be disclosed on Schedule F) All reat estale should be reported at fall' market value which Is defined as the price al which property would be exchanged between a willing buyer and a willing seUer, neither being compelled 10 b or .eU, both havln reasonable knowled e of the relevant lacts. ITEM NUMBER 1 " REV. 1S0Z EX + (lZ.S5) cOl~rN,,~~WJl,~~P'NI' SCHEDULE A REAL ESTATE DESCRIPTION House, and outbuilding, 553 Petersburg Road, Carlisle, PA. Total lot size 5.5 acres, more or less. Deed reference: Deed Book "T", Vol. 13, Page 260. Assessed value (1997) $5,170,00. Value based on sale price and sold by Executors on 12/3/97. TOTAL (Also enler on line 1, Recapitulation) (If more space is needed. insert additional sheets of same size.) Copyright (c) 1994 fOI m software only CPSyslems.lnc. "--""",_"~.__",,,,,,,,,,,~"_H~__...,,,\-..,...,.~..'~' '-'.'""'" . VALUE AT DATE OF DEATH 100,000.00 $ 100,000.00 .. REV - IS" EX , (7.88) SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES cOM~N'lnm~~~~jbYANIA ESTATE OF ard SS/! 189-09-4700 08 21 97 DESCRtPTIOtl 1 2 3 Funera' Expenses: Ewing Brothers Funeral Home - funeral Westminster Cemetery - grave opening Brenda K. DeSimone - reimburse out-of-pocket expenses for food and refreshments following funeral Shirley Cleaver - reimbruse out-of-pocket expenses for food and refreshments following funeral Jeffrey's Floral Connection - flowers 4 5 Please Print or T e FILE tlUMBER 21-97-0727 AMOUtlT 2,795.00 735.00 114 . 24 77 .82 233.20 8,000.00 1. Administrative Costs: Personal Representative commissions Social Security Number 01 Personal Representative: 199- 34-7911 & 210-40-4225 Vear Commissions paid 1998 B. 2. Attorney Fees Addams & Rundle 3, Family Exemption Claimant Address of Claimant at decedent's death Street Address City State Zip Code Relationship 4. Probate Fees Register of Wills C. Mlscellanoous Expenses: Cumberland Law Journal - advertisement of letters 1 2 The Sentinel - advertisement of letters 3 G & R Westbrook, Inc. - installation of well and pump at residence prior to sale 4 Statler-Brehm Associates, Inc. - engineering services re: drainage problems at residence prior to sale 5 Robert Cairns, Tax Collector - real estate taxes ($708.29 tax less pro-rata refund at sale) 6 Sprint _ telephone service prior to sale of residence 7 GPU _ electrical service prior to sale of residence Total of Continuation Schedule(s) TOTAL (Also enter on line 9. Recapitulation) (II more space Is needed, insert additional sheets of same size.) copyright (c) \994 form software only CPSyslems,lnc. 2 , 500 . 00 293.00 60.00 68.04 3,569.95 105.00 303.88 65.43 180.64 1,718.98 $ 20,820.18 I( ;t')''.''~;'''''' REV. 1508 EX'" (Z.S1) SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY cOM\1.11~~~3b'!i1~r'JY'N" ESTATE OF Eugene A. Rynard SS(/ 189-09-/,700 08/21/97 (All I'D e ITEM NUMBER 1 olnll -owned with RI ht 01 Survivorship must be disclosed on Schedule F) DESCRIPTION Financial Trust Company, accounts as per attached letters: a. Certificate of Deposit No. 6400126486 Principal balance - 13,130.11 Accrued interest - 18.80 b. Certificate of Deposit No. 6400126498 Principal balance - 11,136.85 Accrued interest - 7.83 c. Checking account No. 725854 Principal balance - 28,362.51 Accrued interest - 1.36 d. IRA No. 7870074700 Principal balance. 11,419.91 Accrued interest - 67.11 2 Mellon Bank, account as per attached letter Certificate of Deposit No. 190.077426-C Principal balance - 1,703.96 Accrued interest - 27.15 3 Zurich Kemper Service Company, account as per attached letter: IRA No. 133092263/7 4 State Farm Insurance Co. - refund of premium 5 The Sentinel - refund 6 American Travelers Life Insurance Company - refund of premium 7 Kemper U.S. Government Securities Fund A - check 8 Prudential Insurance Company of America - check 9 Patio set . valued at sale price 10 Refrigerator - valued at sale price Total of Continuation Schedule(s) TOTAL (Also enter on line 5, Recapitulation) (Attach additional B 112M X 11~ sheets if more ~pace is needed.) C':nl'l\ltlohl le\ 199" fnrm o;nllw~r.. ""..Iv r.PS"''1I,.m~ l~ , . PloasQ Print or T 0 FILE NUMBER 21-97-0727 VALUE AT DATE OF DEATH 13,148.91 11,144.68 28,363.87 11,487.02 1,731.11 28,481.78 262.83 18.00 215.53 150.00 1,133.76 75.00 50.00 9,812.70 $ 106 075.19 . . Estate of: Eugeno A. Rynard Sac Sec #: 189-09-4700 Date of Death: 08/21/97 Continuation of Schodule E (Cash, Bank Deposits & Miscollanoous Pcrsonal Property) Item # Description Value at Date of Death 11 Miscellaneous household items valued at sale price 197.50 12 Miscellaneous household furniture to include oak table and chairs, oak hutch, couch and loveseat, two (2) recliners, bedroom suite valued as per appraisal of Frank Potteiger, Auctioneer, copy attached 560.00 13 1994 Chevrolet C1500 truck valued as per appraisal of H & H Chevrolet, copy attached 7,200.00 14 Rainbow vacuum cleaner valued at sale price 150.00 15 Allis Chalmer D-15 tractor with plow, hitch disc and cultivator valued as per appraisal of Peterman Power Equiment, Inc., copy attached 1,150.00 16 175 bales straw valued at sale price ($60.00 per ton) 157.50 17 175 bales hay valued at sale price ($65.00 per ton) 187.70 18 3 tons corn valued at sale price ($70.00 per ton) 210.00 -------------- 9,812.70 . '.:~. _.-.......,.."..-_~'~'P--.."'."IA;'l,\.::>:, ..,;, '" Financial~ A~~~~~ 141S RITNER HIGHWAY , P.O. BOX 220 CARLISLE, PA 17013.0220 . November 20, 1997 Brenda DeSinai 520 Petersburg Road Carlisle, PA 17013 Dear Brenda: SUBJECT: Eugene Rynard In reference to the above account, we wish to advise the fOllowing: Now Checking account No 725854 opened 9/1/67 titled Eugene A. Ry~ard or Erma E. Rynard. Balance date of death August 21, 1997 $28,363.87 which includes $1.36 accrued interest. Certificate of Deposit No 6400126486 opened 1/13/97 titled Eugene A. Rynard. Balance date of death August 21,1 997 was $13,148.91 which includes $18.80 accrued,interest. Certificate of Deposit No 6400126498 opened 2/20/97 titled Eugene A. Rynard. Balance date of death August 21, 1997 was $11,144.68 which includes $7.83 accrued interest. IRA No 7870074700 opened 1/13/97 titled Eugene A. Rynard. Balance date of death August 21,1 997 was $11,487.02 which incl udes $ 6 7. 11 accrued in teres t. . Sincerely, ~rzh t>VtJL, Renee Orr 9perations Associate ',.".'... (717) 24HOO3 (717) 241.n95 "or-'" J ,~'_" ""'''7 ..' @ \ . . , Mellon Bank P.II. Bo.'..; 'j~'1!1 I'hil;uh'lphi,l. 1'..\ Iqllll.'j~!I!I Octobel' 1, 1997 Shidey Cleavel' 6206 Devonshil'e /leigllts Road Hal'l'isbul'g. Pennsylvania 17112 Rc: F.st::.te: of Fugenf> Rynl!!:d Deal' Ms. Cleavel': In accOl'dallCe with YOUl' l'equest, the attached infol'maUon sheet has been pl'ovided as of August 21, 1997. If you l'equil'e fUl'thel' assistance, please contact the undel'signed at (215) 553-2585. IUjA~ wi:CHSL' Mellon Bank, N,A. Deposit SUppOl't Sel'vices (199-5355) P.O. Box 7899 Philadelphia, PA 19101-7899 SW / lb 182 ... a: = enQ.:iWI- ..l 101", 1--.: "O:Z>-,:W ~~Ci!raQQ eZ-'::::O", ~_WI-I-O 101... ::: U-I- ..lZI--.: ~<oot:(.rJ I-..lQQ 0<0"- 1-"'1-0 1-0 I- enl- enQ<tl"' WW..lZO:= !:jZ::q:WI- I-O:Oenl-< ;Z<O:O<W _t&:I~J:l,..QQ ..l <101 "' "U 0 -Z ::: ~:S~~!( O:<en<W ...,<QQ .... .,. ,~ <7- --: 0\0"1 N~ "''''oe" ononf'go ~ r-!.~M.,}.~ e.l) MM"'M"'" C 'n'" C""- C"~ f"l .~ 0 0 0 ' N cjuoooN cn?-!O?,?OO:::1' utE ~2. ~ '2 M ~ u :gUc:g~ ~~8u8 C ... I I I o 0 ~ :;(oa-::- ;;'i;;'i.3:.a --fl~] ~ e c..., U 'Vi' 'o.u- en _ 0 ::J u :E '7iiu:ol.;j~ ~ U iii .5 ~ e ~ Oe.d.8Cl~ ~...JUU::::~ -_-..lUXcn ,.., ..... V> r-: '" '" ~ ,.., o ..... ~ 1-101 OIl e U.. ~ ~ 'S: u U> u u OIl OIl " ;; ;; <l- e e en (;) 'S: 'S: u u " " 0; 1;:1.: en -'" 'E 'E en a -'" c ::0 o a. Q 0 u ~ 101 0 0 E OIl t- " -" <7- .0 " E ;: wz ~ u 'S: , ~ ;; e 8 e 1-101 .... " 0 <0.. 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'. ; Zurich Kemper Service Company ", "P.O.Box419151 KanwCicy,M064t41 October 27, 1997 ,t BRENDA DESIMONE 530 PETERSBURG RD CARLISLE PA 17013-9206 Inquiry #: Fund: Account #: 102'i7898 US GOV'1'-A 133092263/7 INVESTORS FIDUCIARY TR CO CUST IRA RIO EUGENE A RYNARD " Dear Brenda DeSimone: This letter is in response to your inquiry regarding the value of the account shown above. The account value as of August 21, 1997 was $28,481.78. The value of the acco~nt is calculated by multiplying the number of shares by the fund's net asset value price (NAV) on a given day. As of August 21, 1997, there was a total of 3,258.786 shares in this account. The fund'sNAV on that date was $8.74. Please note fund's NAV. listings in that the value of the account changes daily with the The daily NAV can be found under the mutual fund the business section of your newspaper. Please contact a service representative in the Transaction Processing Department at (800) 575~2160 iCwe may'be offill-'ther assistance. ., Sincerely, b~M~ Liz Mosbauer Service Specialist '. ! , t" r. I:' ~~~ "i'lF Franl{ Potteiger Auctlonoor . Complele Auctioneerin(l Sm',ir." . Your location or mine . or I'll buy you' entire 101 J~q N trl;~ I\d. Carlisle, PA 17013 '.,17) 243.1388 ~l)(\ e.- J 0 \ \ q ~ '6 ~~M1..0c.iL 60( e~0"-N<- 9-'i"".J\(LiA-<".::t--- . 5'5 J \)~':>~\(' R~ c.,,~'-"- \ P",... . 2r \ \, Or...\<.. ~\;;.. -\- cJ--,.-:U...u.J .J. 0 de )..v.j-c,h .3, C.:v,J..... -\- lo~('---+ J t.j. .) N"J0 ~ 5. 4- pc- j~/)OiW) ~~ tf i 00 ::::. .5 5 -==- 41> I 5D '-=-, 1:1 i :50 -n)(1.5 ~ . /,.? c::--:: ~.Jc;?~7~ LIG 4t' r;,J. J c.... c...ho..A.~ f:p' cl"0c~)('JL - :treJo.:=- REV - 1512 EX. (1-93) ESTATE OF COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Please Print of T e FILE NUMBER 21-97-0727 Eugene A. Rynard 5511 189-09-/1700 08/21/97 ITEM NUMBER 1 DESCRIPTION AMOUNT 73.57 GPU Energy - electric bill 23.70 2 Sprint - telephone bill $ 97.27 TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of same size.) Copyrlghl(C) 19904 torm software only CPSystems, Inc. Form 1500 Schedule I (Re.... 1-93) REV. 1513 EX + (Z.S7) CO"W\1\1nm%W&v~fhYANIA ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER 21-97-0727 08 21 97 AMOUNT OR SHARE OF EST ATE NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP 1 A. Taxable Bequests: Brenda K. DeSimone 530 Petersburg Road Carlisle, PA 17013 Daughter 16,67 2 Kenneth E. Rynard R.D. I, Box 785 Landisburg, PA 17040 Son 16.67 3 James C. Rynard 30 Kenwood Avenue Carlisle, PA 17013 Son 16.67 4 Shirley Cleaver 6206 Devonshire Harrisburg, PA Daughter 16.67 Heights 17112 5 Stanley L. Rynard 553 Petersburg Road Carlisle, PA 17013 Son 16.66 ITEM NUMBER AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEeUESTS (Also enter on line 13. Recaphulat;on) Of more space is needed, insert additional sheets 01 same size.) Copyright (c) 1994 form software only CflSystems, Inc. $ 0.00 Form 1500 Schedule J (Rev. Z-S7) . .' Estate of: Eugene A, Rynard Sac See #: 189-09-4700 Date of Death: 08/21/97 Continuation of Schedule J-A (Taxable Bequests) Item /t Name and Address of Beneficiary Relationship Amount or Share of Estate 6 Keith S. Knarr 1527 Spring Garden Drive Middletown, PA 17057 Grandson 8.33 7 Chad Knarr 412 Limestone Road Carlisle, PA 17013 Grandson 8,33 ". ....-.:.,_~.,,"'..~~_.,._,.., '~.~''''P"",i.''';-\ ,-, '.,::.,.,.,,,,. ,......... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE /5, ;JOO . (f BUREAU OF INDiVIDUAL TAKES INHERITANCE TAX DIVISIoN DEPT. 140601 HARAJSJUAC, PA 11128.0&01 NOTICE OF INHERITANCE TAK APPRAISENENT, ALLOWANCE OR OISALLOWANCE OF DEDUCTIONS ANO ASSESSNENT OF TAX , DATE 09-28-1998 ESTATE OF RYNARD EUGENE A DATE OF DEATH 08-21-1997 .' .t , 21 97-0727 , FILE NUMBER COUNTY CUMBERLAND ACN 101 Amount Re.itted ,. \, '9:~ :.1 ';';1 ,',.1 ..- j.l * 'U.I~IUfJ'I".UI MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifEv=i54'n,if-Aiip-fji9-:q;Y-iiiiYicE-oF-YNHEiiifiiiice-YAx-iippjiiiisEifiii:r;-ALLOWAiice-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RYNARD EUGENE A FILE NO. 21 97-0727 ACN 101 DATE 09-28-1998 If an assessment was issued previously, lines 14, 15 and/or 1&, 17 reflect figures tha~ include ~he ~o~al of ALL returns assessed to ASSESSMENT OF TAX: IS. Amount of Line 14 at Spousal rate (is) 16. Allount of Line 14 'taxable at tineal/Class A rate (16 J 17. Allount of Line 14 taxable at Collateral/Class B rate (17) 18. Principal Tax Due TAX CREDITS: MICHAEL R RUNDLE ADDAMS AND RUNDLE 28 S PITT ST CARLISLE eLi, PA 17\lf3"1\. TAX RETURN WAS: (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estata (Schadule Al 2. stocks and Bonds (Schadule B I 3. Closely Held stock/Partnership Interest (Schedule CI 4. Mortgages/Hates Receivable (Schedule OJ S. Cash/Bank Deposits/Misc. Personal Property (Schedule El 6. Jointly OWned Property (Schedule FI 7. Transfers (Schedule Gl 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H) 10. Debts/Hortgag8 liabilities/Liens (Schedule Xl 11. Total Deductions 12. Net Value of Tax Return 13. Charltable/Govern~ental Bequests; Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax NOTE: PAYNENT DATE 11-07-1997 07-24-1998 RECEIPT NUHBER AA242443 AA296461 DISCOUNT 1+) INTEREST/PEN PAID I-I 473,68 .00 ) CHANGED III (21 (31 141 (5) 161 171 100,000.00 .00 .00 .00 106.075.19 .00 .00 181 (91 1101 20.820,'18 97.27 (Ill 1121 113J (141 (Schedule J I ,00 X' OOc 185,157.74 X .06c .00 X .15c 1181 ANOUNT PAID 9.000.00 1,635.78 BALANCE OF UNPAID INTEREST/PENALTV AS OF 07-25-1998 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE HOTE: To insure proper credi t to your account, subalt the upper portion of this forM with your tax paYllent. 206.075.19 ?n.q17 41; 185.157.74 .00 185,157.74 and 18 w:l.11 date. .00 11.109.46 .00 11,109.46 11,109.46 .00 25.86 25.86 , , / ., 1,1 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. [ IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIREO. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I RESERVATION: PURPOSE Of NOTICE: PAYlENT: REFUND (CR): Estates of decadents dying on or before Doce.ber 12, 1982 ~- If any future interest in the estate is transferred in possession or enjo~ent to Class B (collateral) beneficiaries of the decedent after tho expiration of any e8tate for life or for years, tho Cu..onW8alth hereby expressly reserves tho right to appralso and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future Interest. To fulfill the requlr..ents of Section 2140 of the Inhorltance and Estate Tax Act, Act 21 of 1995. (12 P.S. Section 9140). Dotech the top portion of this Notice and sub.it with your pay_ent to tho Register of Wills printed on tho revorse side. --Make chock or .oney order payable to: REGISTER OF MILLS, AGENT A rofund of a tex credit, whi~h was not requested on tho Tax Return, .ay bo requested by co.plating an "Application for Refund of Pennsylvania Inheritance and Estata Tax" (REV-1313). Applications are available at the Office of the Rogister of WillS, any of the 23 Revenue District Offices, or by calling the special 24-hour ansMOring service nu.bers for for.s ordering: In Pennsylvania l-600~362-2050, outsida PennSYlvania and within local Harrisburg aroa (111) 787-8094, TDDM (717) 772-2252 (Hearing I.pairad Only). OBJECTIONS: Any party in intorost not satisfied with tho oppraise.ont. ellOManco or disallowanco of doductions. or assoss.ont of tax (inclUding discount or intor8st) as shown on this Notico .ust objoct within sixty (60) days of rocoipt of this Notice by: ADMIN ISTRATIVE CORRECTIONS: DISCOUHT: PENALTY: INTEREST: --written protest to the PA Depart.ont of Rovenue, Board of Appeals, Dept. 281021, HarriSburg, PA 17128~1021, OR --election to have tho .atter doter.inod at audit of tho account of the personal rapresontative, OR --appeal to the Orphans' Court. Factual errors discoverod on this assess.ent should be addressed in writing to: PA Dapart.ent of Revenue, Buroau of Individual Taxes, ATTN: Post Asses,.ent Review Unit, Dopt. 280601, Harrisburs, PA 17128-0601 Phone (717) 767-6505. S80 pago 5 of tho booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an oxplanation of od.inistratively corroctable errors. If any tax due is paid within throo (3) calendar Bonths ~fter the decedent's death, a five percent (57.) discount of the tax paid is allowed. The 157. tex Bml8sb non-participation penalty is co.putCld on the tote1 of tho tox and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax ~nesty periOd. This non-participation penalty is appealable in the 58.0 .anner and in tho the sa.e ti.e period as you would appeal the tax and interest that has beon assessed as indicated on this notico. Intorest is charged beginning with first day of dCllinquency, or nine (9) .onths and on8 (1) day fro. tha dato of death, to the deto of payment. Taxes which boca.e delinquont beforo January 1, 1982 beer interest at the rote of si~ (6%) percent por annu. calculated at a dailY rato of .000164. All taxes which beca.e delinquent on and after January I, 1982 will bear interest at a rate which will vary fro. calendar year to calendar yoar with that rote announced by the PA Depart.ent of Revenuo. Tho applicable 1ntorast rates for 1982 through 1998 are: '!.!!r Intorest Rate DallY Interest Factor :!!!r Interest Rate DallY Interost Factor 1982 20% .000548 1987 9% .000247 1983 16% .000438 1988-1991 11% .000301 1984 11i:: .000301 1992 9% .000247 1985 13% .000356 1993-1994 7i:: .000192 1986 10i:: .000274 1995-1998 9i:: .000247 -~Intorest is calculated os follows: INTEREST c BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after tho tax beco.es delinquClnt will roflect an interest calculation to fifteen (15) days beyond the dete of the assess.ent. If pa~ent is .ado after the interest co.putation date shown on the Notice, edditional interest .ust be ca!cu1ated. - -. '" -', .~ . ..,~ \~, , ,. , J ,/ \ / , , ,J .~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' \( BUREAU OF INDIVIDUAL TAXES IHHERIIAHCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX IU_1547UUP(".UI 09-28-1998 RVNARD 08-21-1997 21 97-0727 CUMBERLAND 101 EUGENE A MICHAEL R RUNDLE ADDAMS AND RUNDLE 28 S PITT ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN Allaunt Remitted CUT ALONG THIS__L~~E .. 5,g{ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 RET AI~ L~.WI'~. PORT..x_l!~_!..l!~_!l!~!l_"!~P_l!.l!~~----~---------------------- ., '1 .... '" .' ;, r' < J ~. },.."' 3'- .'.\ , 4,~ ',' '\ ~ .r . ~ .) . J'.,i~~ >~' '. f~ ..' J. ~." . 'I , .,.... I !. " '" \l~/ ',", ,'" " ,!.J" , .. .~. __..... 0"-- , - _,-- ...-_ Il._r..,..,......- --....1' . _-~~~IV ~,~ "Il~~ ::-:.;...___.-...:o.~ '. . I . '1 l',"} , ,'r'-7:.~ \. , .' I...., .~.~ \ .) ". -. ~.. ...,. . ( ) c ,\Co, "'l. .... ,"" .7....... .,..o._..,}" 11---'...... .."".........t..O.J(,o L.1J,"~d..Ud UJ peJJ.,'UOJ~ 'I .~.~.. .," ., ~I.J.~UI .Jn~n, ,.. H __ Z.61 'ZI J......Q .'0'.. JO UO OUt'. ,~""pe... ,0 I...... 'HOlnllll3S311 ',..- ( , j f ~.._.{ ~'\~~~':" . . nl; , ,. '0:' N lJ:1 -(J :1 II Ck: GLlr r\ ''::;;; . ~ , ~.~ - . .j, .. : -, Ii , ~. J - ",;"f.. ., ,. '. . ..~. ,. \ .J'r.1 .) .1)' :~: .. ......I(! 't.,p".. \, !.~, ,~ '. \I~ .' .'; 1,' I" ..' .~: '" (. ~";:;"'. ",.~ u- . . .~ , <- " .i, ~' '.. 'A ,. .~,." >1 .~ .......-.-- I ..._.. .. ......<oiI,- - r--- \.~ ~, If I \ \ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Eugene A. Rynard Date of Death: 8/21/97 Will No. Admin. No. 21-97-0727 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 x 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 rep.resentative file a final account with the Court? Yes No X . b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes x No . d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. ~~ ~lu~rn Q'-LL~~-~ Date: 11/16/98 ~ Signature ,,''f Michael R. Rundle Name (Please type or print) 28 South Pitt Street Carlisle, PA 17013 Address C":_ ('-. ~ ~ " ~~ 0:: . r: ~:i ("I'" ~--- ( 717 ) 249-8300 Tel. No. ::..) ?' Capacity: Personal Representative X Counsel for personal representative (MAH:rmf/AM3) /5-dOO -1 c.. * COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISIQH DEPT. Z80601 HARAISBURC, PA 17128.0601 In.ln7UanUJ"71 ,', DATE ESTATE OF DATE OF DEATH FILE NUMBER c:OUNTV ACN 11-16-1998 RVNARD 08-21-1997 21 97-0727 CUMBERLAND 101 EUGENE A "' 'J-) .'...J MICHAEL R RUNDLE ADDAMS AND RUNDLE 28 S PITT ST CARLISLE Allaunt Re..itted U:, PA 17013(;U: MAKE CHECK PAVABLE AND REMIT PAVMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 NOTE: To insure proper credit to your account, sub.it the upper portion of this for.. with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'y=i60i-EiCAFP-ni3-:97y------iiii.--iNHERZi:ANCE'-;:;.X-S"A"TEiiE'N;:-OF-A"cciiritiT--.-.ii--------------------- ESTATE OF RVNARD EUGENE A FILE NO.21 97-0727 ACN 101 DATE 11-16-1998 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-21-1998 PRINCIPAL TAX DUE:. 11,109.46 PAYMENTS (TAX CREDITS): PAYMENT DATE 11-07-1997 07-24-1998 10-06-1998 RECEIPT NUMBER AA242443 AA296461 AA296741 DISCOUNT (+) INTEREST/PEN PAID (-) 473.68 ,00 25.86- 9,000.00 1,635.78 25.86 AMOUNT PAID TOTAL TAX CREDIT 11.109.46 BALANCE OF TAX DUE ,00 INTEREST AND PEN. .00 .00 TOTAL DUE . IF PAID AFTER THIS DATE. SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FoRH FOR INSTRUCTIONS. I t r \: PAYKEKT : Detach the top portion of this Notice and sub.lt with your pa~ent .ade payable to the naao and address printed on the rGverS4t side. If RESIDEHT DECEDENT .eke chltCk or .oney order payable to: REGISTER OF WILLS, AGENT. If HOH~RESIDEHT DECEDENT .ake check or .oney order payable to: COHHONWEAl"rH OF PENNSYLVANIA. REFUND (OR): A refund of a tax credit, which was not requested on the Tax Return, .ay be requested by coapleting an wApplication for Refund of Pennsylvania Inheritance and Estate Taxw (REY-13l3). Applications are available at the Office of the Register of WillS, any of the 23 Revenue District Offices or frOM the DepartDentts 24-hoUr answering se~ice nuabars for for.s ordaring: In ponnsylvania l-800~362-2050, outsida Pennsylvania and within locrl Harrisburg aroa (111) 187-8094, TDO' (717) 172-2252 (Hearing I.paired only). REPLY TO: Quastlons regarding orrors containad on this noUcD should be addressed to: PA Depart..ent of RovenUCI, Bureau of Individual Taxes, ATTN: Post Assess.ent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (117) 181-6505. DISCOUNT: If any tax dUQ is paid within three (3) calendar .onths after the decedent.s duath, a five percent (52) discount of the tax paid is allolt8d. PENALTY: The 152 tax aanesty non-partiCipation penalty is co.puted on the total of the tax and interost assessed, and not paid before January 18, 1996, the first day aftar the end of the tax aDnasty periOd. INTEREST: Interest is ch8rgod beginning with first day of delinqUDncy, or nine (9) .onths and one (1) day froD the date of doath, to the date of paYJIent. Taxes which beca.o doUnquont beforo January 1, 1982 boar intorest at tho rato of six (62l percent per annu. calculatod at a dally rate of .000164. All taxes which beca.e delinquent on and aftor January 1, 1982 will bear interost at e rate which will vary froD colender yaar to calendar year with that rate announcAd by the PA Dapart.ent of Ravenue. The applicable interest rates for 1982 through 1998 are: Voar Interest Rate Daily Interost Factor Vear Interest Rate Dally Interest F~ctor 1982 202 .000548 1981 92 .000241 1983 162 .000436 1988-1991 112 .000301 1984 112 .000301 199Z 92 .000241 1985 132 .000356 1993-1994 n .OOOI9Z 1'" 102 .000Z14 1995-1996 92 .000Z41 --Interest Is calculated .5 follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR _Many Natice issued aftor the tax beeo..s delinquent will roflect an interest calculation to fifteen (15) days beyond the date of the asse.saant. If poy.ent is Dado after the intorest cODPutation date shown on thO Notice, additional intorest DUst be calculated.