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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-
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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.
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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
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Shirle Cleaver formerl
Shirley Hawk
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No. al-
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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
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/ ATrORNEY (Sup. CI.I,o}No.)
Jonnna J. Deily, Esquire, H 53147
26 West Hiqh Street. Car lisle, PA 17013
ADDRESS
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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
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WARNING: It Is Illegal to duplicate this copy by photostat or photograph.
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4430285
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, 1.1lC
No.
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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8/21/1997
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1. Eugene
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'",.: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
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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
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Ir:"
TN WITNESS ~IHEREOF, 1 have hereun to set my hand <1'.ld seid
this 1,/
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,A.D., 1977.
(lay of
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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.
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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"
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Signature
Name
Michael R. Rundle
Address
28 South Pitt Street
Carlisle, PA 17013
Telephone (717) :14CJ-R300
Capacity:
Personal Representative
Counsel for personal
representative
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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
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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
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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
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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
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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)
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(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
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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--- .
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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.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
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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!~~----~----------------------
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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
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( 717 ) 249-8300
Tel. No.
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Capacity:
Personal Representative
X
Counsel for personal
representative
(MAH:rmf/AM3)
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*
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
"'
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.'...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.