HomeMy WebLinkAbout97-00734
PETITION .'OR PROBATE and GRANT OF LETTERS
Edith L. Rhubright No. ~/-9j. 73&#
To:
l::.I'lale oj
01.1'0 k//ow// as
!legisler of Wills for the
~ O('('ea.\'('(I. County of Cumberland in the
Social Security No. 1 7 2 - 0 l-Q5_~_ Commonweallh of Pennsylvania
The petition of Ihe undersigned respectfully represcnts that:
Your petitioner(s), who is/arc 18 years of age or older an thc execut or
in the last will of the above decedent, dated June 7
and codieil(s) dated N I A
named
,19~
(Slate relevant cirCllmstuncC5, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland
It er laS! family or principal residence at 5 Richland
lO-C. East Pennsboro Township
(list street, number and muncipalily)
County, Pennsylvania, with
Lane. Apartment
,19 97
Decendent, then 86 years of alte, died Augus t 13
at Holy Spirit Hosp~tal. East Pennsboro Township
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All 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: N I A
$
$
$
$
J7~, t1)fJ,#
,
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant oflellers testamentary
(Icsramcntary; administration c.I.a.; administration d.b.n.c.t.a.)
theron.
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~~ Warren R. Rhubright. Jr.
-g-2 1] 17 Brook Lane
,,-;: Harrisburcy. PA 17111
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and conectto the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the e ccording to law.
JS-~tJ/ -:t
Sworn to or affirme~ 8nd SUbscribed~ .
before me this n day of
j;~'tl!i/~ /x1'-:"-<'?, /'h 'JJZ.h< (//-I?'
Ma C, Levas Regisler
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No. 21-97-734
Estate of
Edith L. Rhubright
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW September. iJ 19..2L.., in considcration of thc pctition on
thc rcvcrsc sidc hcrcof, satisfactory proof having bccn prcscntcd bcforc mc,
IT IS DECREED that thc instrumcnt(s) datcd June 7,1984
dcscribcd thcrcin bc admittcd to probatc and filcd of rccord as thc last will of
Edith L. Rhubriqht
and Lcttcrs Testamentarv
arc hcrcby grantcd to Warren R. Rhubright, Jr.
('
Mary C. Lew~
FEES
Kathleen Carey Daley - 30078
A TIORNEY (Sup. Ct. 1.0. No_)
Filcd ,q~pt.
$ 235.00
$ 15.00
$ -0-
3.00-
$ 5..QQ
TOTAL _ $ 258.00
if , .,.,.199:7. . . . . . . . . . . . . . . .
717-657-4795
PHONE
Probatc, Lcttcrs, Etc. .........
Short Ccrtificatcs( ~ . . . . . . . . . .
RCl1llnciatio\)rJ' .. . ........ . ..
x-pages (
JCP
1029 Scenery Dr., Hbg., PA 17109
ADDRESS
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Letters and Order mailed to Attorney on sept. tf,1997
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COMMONWEALTH OF PENNSYlVANIA. DEPARTMENT OF HEALTH' VITAL RECOROS
CERTIFICATE OF DEATH
IWI"LlH\JWUft
SOCIAL SECURITYNUIoIOER
OfDEaMNTjf....MddllI.l.MI
I. Edith L. Rhubd ht
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FRHER'INAMElf'w"MoOlM.1Mq
I.Charles R. n'Echam lain
H'ClfINAHTlNAWl(lrPl/Pfll1J
Warren R. Rhubri ht, Jr,
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OfOVlel~Cremation Society
2111. of Pennsylvania
HAilE AHO AOOflESS Of MClUTY
121.100 Jonestown
LlCfNSENUIoIIl.ER
uat IS. 1997
lICENSf:NUMBER
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lliast )1l ill anb IDtslamtnt
OF EDITH L. RHUBRIGHT
I, EDITH L. RHUBRIGHT, of susquehanna Township, Dauphin county,
pennsylvania, being of sound mind, do make, publish and declare this
to be my Last Will and Testament, hereby revoking and making void any
and all former Wills made by me at any time heretofore.
l. I direct that the expenses of my burial and all my just
debts be paid as soon after my death as may be convenient to my
Executor hereinafter named.
2. I appoint as Executor of this Will my son, Warren R.
Rhubright, Jr.
3. I give all my property, real, personal and mixed, to my
son, Warren R. Rhubright, Jr.
4. To the extent that such requirements can be legally waived,
I direct that my Executor shall not be required to post any bond or
give any security in connection with his duties hereunder, whether in
the Commonwealth of pennsylvania or any other jurisdiction.
and seal
I, Edith L. Rhubright, hereunto
r · ,,,..
~ ~ t .~.sL.9f\:Oj
EDI~H L. RHUBRIGHT r '
set my hand
IN WITNES~EREOF'
this _/'" day of
Signed, sealed, published and declared by the above-named EDITH
L. RHUBRIGHT as her Last Will and Testament in the presence of us,
who at her request, in her presence and in the presence of each other
have hereunto subscribed our names as witnesses,
fjll1 . ,Ii )
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF '6O'de
I, Edith L. Rhubright, testator, whose name is signed
to the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will, that I signed it willingly, and that
I signed it as my free and voluntary act for the purposes therein
expressed.
Sworn or affirmed
Edith L. Rhubright,
1984.
to and acknowledged before me,
the testator, this (l.kLday of
~IH-(1
(SEAL)
1n~ ~ ~~~
EDITH L, RHUBRIGHT
r0D. ( ),
~a capacity 0
Lisa J. Knode, NOTARY PUBLIC
My Commission Expires March 18. 1985
AFFIDAVIT H8IrisburR_ PA O,uphin County
9~'~
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~(JL:f:-
We, Marvin Beshore and Anne Marie Beshore,
the witnesses whose names are signed to the attached or foregoing
. instrument, being duly qualified according to law, do depose and
say that we were present and saw testator sign and execute the in-
strument as her Last Will, that Edith L. Rnubright
signed willingly and that she executed it as her free and voluntary
act for the purposes therein expressed; that each of us in the hearing
and sight of the testator signed the Will as witnesses, and that to
the best of our knowledge the testator Edith 1. Rhubright
was at that time 18 or more years of age, of sound mind and under no
constraint or undue influence.
Sworn or affirmed to
witnesses, this (l:k..t day of
and subscribed to before me by these
~-Q.I 1984,
C ,y~ [t~ (l,;~
~ess Mar~in Beshore
rZ^A~~!3J1A)V0
Witness Anne Marie Beshore
(SEAl,)
9Jt~
Lise J. Knode. NOTARY PUBLIC
My Commission Expires March 18. 1985
Harrisburf:l. PA Dauphin County
_/
\V
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
N~ne of Decedent: Edith L. Rhubright
Date of Death: August 13. 1997
will No.
Admin. No.
1997-00734
To the Regis ter:
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
SePtember 23. 1997:
Name
Warren L. Rhubright. Jr.
Address
1117 Brook Lane. Harrisburg, PA 17111
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except N/A
Date:
9/22/97
Sig
N
Name Kathleen
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Address 1029 Scenery Drive
Harrisburg. PA 17109
Telephone(71n 657-4795
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Capacity:
Personal Representative
X Counsel for personal
representative
COMMONWEAL1H OF PENNSYLVANIA
DEPARTMENT OF REVENUE
eUREAU OF INDIVIDUAL TAXES
OEPT 280601
H1\RAISBURG. PA 11126-0601
C}:J~~
~
NO. (\A 242452 flEY."" EXI"-961
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101
c:.l~ . ?t::\o Ii('\
WARREN R RHUBRIGHT JR
1117 BROOK LANE
HARRISBURG. PA
17111
FOUlHEAE.
ESTATE INFORMATION:
FILE NUMBER
21_IQQ7-0734 RSN 172-01-0550
NAME OF DECEDENT (lAST) (FIRST) (MI)
RHlIBRLGHT FDlTH
DATE OF PAYMENT
1 1 /13/' qq7
POSTMARK DATE
0/00/0000
COUNTY
CUMBERLAND
DATE OF DEATH
::l q7
REMARKS WARREN R RHUBRIGHT JR
TOTAL AMOUNT PAID
$4,250,00
SEAf:HECKIl 1 I) 11
f1[Gi':~TEn OF 'NILLS
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRJSBURG, PA '7'28.0601
RECEIVED FROM:
I
WARREN R RHUBRIGHT JR
1117 BROOK LANE
HARRISBURG, PA 17111
-. .--
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ACN
ASSESSMENT
CONTROL
NUMBER
.
NO. AA 2 424 w 3 REV"" EX 1".96)
AMOUNT
101
$4.250,00
FOLD HERE FOLD HERE
ESTATE INFORMATION:
FILE NUMBER
21-1997-0734 SSN 172-01-0550
NAME OF DECEDENT (LASTI (FIRST) (MIl
RHUBRIGHT EDITH L
DATE OF PAYMENT
11/13/1997
POSTMARK DATE
0/00/0000
COUNTY
CUMBERLAND
DATE OF DEATH
7
REMARKS WARREN R RHUBR I GHT JR
SEALCHECK# 1005
TOTAL AMOUNT PAID
$4,250.00
SK
RECiSTER OF \'VILLS
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DALEY LAW OFFICES
1029 SCENERY OIl/VI: . fIARRISlIlJRG, Pol 171O~ . C' 17) (,\7--17~~ . FAX (717) (,~7--19%
JJ,q7.?3'f
December 10, 1997
Cumberland County Courthouse
Register of Wills Office
One Courthouse Square
Carlisle, PA 17013
Attn: Sue
Re: Estate of Edith L. Rhubright
No. 1997-00734
Dear Sue:
Enclosed please find a check in the amount of$3.00 to cover the cost of one Short Certificate
in the above-captioned estate.
Thank you for your attention to this m~_tter.
KCD:pap
cc: Warren R. Rhubright, Jr., Executor
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF B[VENUE
BUREAU OF INDIVIDUAL TAXES
DEPT_2B0601
HARRISOURG. PA 17128-0601
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NO. .A.A 29 G 616 REV 11.' ""19.,
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
DALEY KATHLEEN CAREY
1029 SCENERY DRIVE
101
$828.27
HARRISBURG, PA
17109
FOlDI1(RE
FOlD HERE ..
ESTATE INFORMATION:
FILE NUMBER
21-1997-0734
NAME OF DECEDENT (lAST)
I:fUBRIGHT EDITH
DATE OF PAYMENT
SSN 172-01-0550
(FIRST)
(MI)
9/Cl3/1998
POSTMARK DATE
9/01/1998
COUNTY
----CIIMFlF'RI AND
DATE OF DEATH
TOTAL AMOUNT PAID
$828,27
REMARKSWARREN R RHUSR 1 GHT JR
C/O KATHLEEN CAREY DALEY ESO
SEA~HECK# 1050
RECEIVED BY
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REGISTER OF WILLS
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURC, PA 171Z8~0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
UV.I541[J"'CO'_.1l
KATHLEEN CAREY DALEY ESQ
DALEY LAW OFC
1029 SCENERY DR.
HBG CLIIPA 17109
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
L
11-09-1998
RHUBRIGHT
08-13-1997
21 97-0734
CUMBERLAND
101
EDITH
Allount R...ltt.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLANO CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUII RECORDS ....
'REY-:is'4j-EX--"FiQjjij:m--NjjficEuOF-'rtiiiEifii'A"NCE-,:A'irA-PPRA-isEiiiNy-,--"LrliwANCE-ifi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RHUBRIGHT EDITH L FILE NO. 21 97-0734 ACN 101 DATE 11-09-1998
TAX RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estete ISchedule A)
2. Stocks and Bonds (Schedule OJ
3. Closely Held stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule OJ
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly OWned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
) CHANGED
.00
156 , 271. 07
.00
.00
10.872.92
2,152.22
.00
(8)
II)
(2)
(3)
(4)
IS)
(6)
(7)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this form with your
tax P8Yllent.
169,296.21
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/liens (Schedule Xl
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
4,220.32
2.521.39
(11)
(12)
(13)
(14)
6.741 71
162,554.50
.00
162,554.50
If an aGsessment was issued previOUSly, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of abh returns assessed to date.
ASS~SSMENT OF TAX:
15. Allount of line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 taxable at Collateral/Class B rate (17)
18. Principal Tax Due
NOTE:
.00 X .00=
162,554.50 X.06=
.00 X .15=
(18)
.00
9,753.27
.00
9,753.27
TAX CREDITS:
PAYHENT
DATE
11-13-1997
11-13-1997
09-01-1998
RECEIPT
NUHBER
AA242452
AA242453
AA296616
DISCOUNT (+)
INTEREST/PEN PAID (-)
223.68
223.68
22.10-
AHOUNT PAID
4,250.00
4,250.00
828.27
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
L
9,753.53
.26CR
.00
.26CR
;
I
f
I
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
Ao.'~','''''' '.. ,.."..,.~...."",,"
RESERVATION: Estates of decedents dying on or before Dece.ber 12, 1982 -- if any future interest in the estate is transferred
in posse..ion or enjoy.ent to Class a (collateral) beneflclarie3 of the decedent after the expiratIon of any estate for
life or for years, the Co..onwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class a (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the require.enb of Section 2140 of the Inhoritanc8 and Estate lex Act, Act 21 of 1995. (72 P.S.
Section 9140).
P4'fttENT: Detach the top portion of this Notice and sub.it with your pay.ent to the Register of Wills printed on the reverse side.
--"ake check or .oney ordlllr payable to: REGISTER OF HILLS, AGENT
REFUND (CA): A refund of a tax credit, which was not requested on the Tax Return, .ay be requested by co.pleting an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Reglstor of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service nuabers fo~ for.s ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and
within local Harrisburg area (717) 787-8094, TOOl (717) 172-2252 (HAaring I.paired Only).
OBJECTIONS: Any party in Interest not satisfied with the appraise.ent, allowance or disallowance of deductions, or assess.ent
of tax (including discount or interest) as shown on thIs NotIce .ust Object within sixty (60) days of receIpt of
this Notice by:
--written protest to the PA Depart.ent of Revenue, Board of Appeals, Dept. 281021, HarriSburg, PA
--election to have the .atter detor.ined at audit of the account of the personal representative,
--appeal to the Orphans' Court.
17128-1021,
OR
OR
AD"IN
ISTRATIVE
CORRECTIONS:
Factual errors discovered on this assess.ent should be addressed in writing to: PA Depart.ent of Revenue,
Bureau of Individual Taxes, 4TTH: Post AssessDent Review Unit, Dept. 280601, HarriSburg, PA 17128-0601
Phone (117) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-150l) for an explanation of ad.inistratively correctable errors.
DISCOUNT :
If any tax due is paid within three (3) calendar .onths of tor the dscedent"s death, a five percent (5Z) discount of
the tax paid is allowed.
PENAL TV:
The 15Z tax aanesty non-participation penalty is co.puted on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax a.nesty perIod. This non-participation
penalty is appealable in the slllle .anner and in the the sa.e ti.e periOd as YOU would appeal the tax and interest
that has been assessed as indicated on this notIce.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) .onths and one (1) day fro. the date of
death, to the date of pay.ent. Taxes which beca.e delinquent beforo January 1, 1982 bear interest at the rate of
six (6Z) percont per annu. calculated at a daily rate of .000164. All taxes whIch beca.e delinquent on and afte"
January 1, 1982 will bear inte"est at a rate which wIll vary fro. calendar year to calendar year wIth that rate
announced by the PA Depart.ent of Revenuo. The applicable interest rates for 1982 through 1998 are:
~ Intorest Rate Daily Interest Factor :!!!r Interest Rate Daily Interost Factor
1982 20Z .000548 1981 9Z .000247
1983 16Z .000438 1988-1991 11i: .000301
1984 llZ .000301 1992 9Z .000241
1985 13i: .000356 1993-1994 7i: .000192
1986 10i: .000274 1995-1998 9i: .000247
--Interest is calculated .. follows:
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notico issued after tho tax beco.es dolinquent will reflect an interest calculatIon to fifteen (15) days
beyond the date of the Blsess..nt. If pay.ent is .ade after the inte"est computatIon data shown on the
NI)t1ce, addi tional interest .ust be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Edith L. Rhubright
Date of Death:
August 13. 1997
Will No.
2197-0734
Admin. No.
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 representative 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
::::,Of\;~eq~:p~an"' Cood and may be "' aohed '0 'hi, <OJ.. ,.
Sig ature
:::J
Kathlppn ~~rpy n~lpy gi~
Name (Please type or pr~nt,>
1029 Scenery Drive, Hbg.. PA 17109
Address
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. ,'..l.~
,
-.0
x Counsel for personal
representative
(717) 6'i7-47Q'i
Tel. No.
r.:
t~j
DE 11199B
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REGISi
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Capacity: Personal Representative
(MAH: r.mflAM3)
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