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HomeMy WebLinkAbout81-00109 '. .' " 1East lIill nub Westament OF RUTH H. STONER I, RUTH H. STOllER, of the Borough of Lemoyne, Cumberland County, Pennsylvania, make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. ARTICLE I I direct my Executrices hereinafter named to pay my just debts and funeral expenses and all inheritance and succession taxes. ARTICLE II I give and bequeath unto RUTH KEGRIS MEEHLING my diamond ring. ARTICLE III I give and bequeath unto PHYLLIS BAKER BO~lAN my ring with three rubies. ARTICLE IV I give and bequeath unto VIRGINIA KEGRIS TEETS my new watch and my diamond ring with three diamonds. ARTICLE V I give and bequeath the remainder of my household goods unto my sisters living at the time of my death, with the request that, after choosing any item they may wish for themselves, they share the remainder among all my nieces. ARTICLE VI I give and bequeath the sum of Tv.u Hundred Fifty Dollars ($250.00) unto the TruBtees of REHOBETH ~1. E. CHURCH CEHETERY near Ieesburg, Cumberland County, Pennsylvania, and the sum of 'l\oIo Hundred Fifty Dollars ($250.00) unto the Trustees of JACKSONVILLE rnlETERY, \\alnut Botton, CUrrberland County, pennsylvania, for their use in the upkeep of the " ARTICLE XI \ \ I give and devise my rasidence proparty unto JOliN DYSERT and GRACE BAKER DYSERT, his wife, for and during their joint lives and the life of the Burvivor, provided that they keep the property in- Bured and in good rapair and pay all taxeB when due. At the death of the survivor, or in the event the said John DYBert and Grace Baker Dysert, and the Burvivor of them, fail to perform the con- ditions above set forth, I direct that the property be sold by my \ surviving Executrices, and the proceeds divided equally among those of my nieces named in the preceding paragraph who survive the sur- vivor of the life tenants. ARTICLE XII I give and bequeath unto RUTH KEGRIS MEEHLING and VIRGINIA KEGRIS TEETS, each, a color television set. If my niece, GRACE BAKER DYSERT, has not purchased a new refrig- erator within three years of my death, I give and bequeath to her my ARTICLE XIII refrigerator. ARTICLE XIV All the rest, residue and reaminder of my estate of whatsoever nature and wheresoever situate, I give, devise and bequeath unto those of my nieces and others named in Articles VIII, IX and X of this Will who survive me. ARTICLE XV I name, constitute and appoint GRACE BAKER DYSERT, RUTH KEGRIS MEEHLING and VIRGINIA KEGRIS TEETS to be the Executrices of this, my Will, and I deBire that any who may be nonresidents of pennsylvania be excUBed from the entry of security as such and direct that the assets of my estate remain at all times under the control of those of my Executrices who are a resident of pennsylvania. IN WITNESS WHEREOF, I have hereunto set my hand and seal this -3- Il.? .. , . OATil OF SUnSCRIIIIN(; WITNESS COMMONWEALTH~ ~~t7"NN~;rkYAN'AI ss: COUNTY OF CUMBERLAND ".1.'" J j ',I f,.",' , \.t. , -/'" !,I", ' , . 'J This 12th day of Pebruary ....,D,,19B1 , before me, Register for the Probate of Wills and granting letters, of Administration in and fo, said Connty of Cumberland, in the Commonwealth of Pennsylvania. personally came JEAN E. GREEN and THOMAS I. MYERS late of the subscribing witnesses to the foregoing instrument of writir,g purporting to be the last Will and Testament of RUTH H. STONER Dated September 7, 1979 Borough of Lemoyne CumbeTland County Pa,. deceased who being duly sworn aeeoTding to law, depose and say, that they were pTesent, and saw and heaTd the testa trix RUTH H. STONER sign. seal, publish, pTonounee and declaTe the said instrument. of writing as and for h er Testament and Last Will. and at the time of so doing their she was of sound and disposing mind memory and undeTstanding, to the best of knowledge, obseTvation and belief. Sworn to t.: C t' ,: '\ - I' I- Jr,; 0. Ce,. ,~r);v' , E'G~~ j I{,--vrv-,J). THOMAS I. MYE S and subscribed before %)""1 etfL<~ Register AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND I r. ,-, ~ I GRACE 'BAKER DYSERT, RUTH KEGRIS MEEHLING & VIRGINIA KEGRIS TEETS being duly sworn says that as neaTly as can be aseertaineclthe said decedent RUTH H. STONER died on Sunday the 8th. February day of 81 ....,D,.19_. at or about o'clock, -M. Sworn to and subscribed this 12th ,1.'( I"~) to ::b:' ", -6 __i, ., -,J_" _ ",. ,. ')-,"''c<'L.. /" .'. {..- r- ~~(/,/-<"t.... Grace Baker llysert',. . ,,(') ',' -./- "I // ..:J.. \ / ITIr.. /) t /II I /) iJ/6;'/1.Ct::",c .if Ruth KeqriSrMeeh1ing /;/. 1//)r"V_/./ /I &-:; \:i, u~"- /r' __ '"... ~...e Vi~jinia Kegri,,' Teets day of February ,~J Register t'!9 No. 21-81 109 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate 01 RUTH H. STONRR . dBcBaBBd, To ReglstBr of Wills for the County of CumbsTland, In the Commonwealth of Pennsylvania, PBtltloner(s) It (are) the execut r ices named In the Last Will and TestamBnt of RUTH H. STONER dated September 7, 1979 Decedent was a citizen of the United States and a resident of Lemoyne ~~ (Borough), Cumberland County, Commonwealth 01 Pennsylvania, Decedent died on Sunday thB B th day of February A,D, 19~, In the County of Cumberland ,Stateof PA attheageof~years, DecedentXmlt (has not) beBn married and Illas (has not) had children born to 1ItQ1{(her) since the ex- ecution of the above described Will. Decedent was possessed of personal property to the value of $50 , 000.00 and of real estate to the value of ~, 000.00 as near as can be asceTtained; said real estate situated as follows 41B Hummel Avenue, Lemoyne, Pa. TherefoTe, your petltioneT(s) respectfully apply(ies) for the probate of the said Last Will and Testa- ment and for Letters Testamentary theron, See addendum below. Dated l"phrll"ry 12, 1 q~l Name and address of Petltloner(s) V/ of.....' b'."} ./ ."/ ."/~' . ~-- F(, ,:-'l-,-~(!.C"'" !/'FYl..l'::-~'-r '-<.j/,U:'l.;L-::-- brace J:laker lJysert / f06A Hummel Ave., Lemoyne,' Pa. ---~':) ,'?? '-/ ~ ~!_" ,~ .,' . 7i ..' . .c.1. Ll.O rdc-<,., 1.- , or. . ) Ruth KegffLs Meehling .' 1~4 Dyhedr?l Dr., Ba1timo e, Md. ~ll.-)4'M" ~4 W '~:i" 21220 ..J Virginia K gris Teets . 1~1 S~hitd St. Lemovne, Pa. 17043 COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND j Grace Baker Dysert, Ruth Kegris Meeh1inq & Virginia Kegris Teets ss S.W9rn to . and subscribed before named In above application, being duly sworn according to law say(s) that the statements set lorth in this petition are true to the best of theH knowledge and belief. .I i ., (, < <'.I'y.1,'o /0;"/,,., L~/..z( ,,-;r-' GFas;:e.Bak r/Dysert / .. t ..1.... utii. ~. (cL (~. ''1;Z''c> Ii, '71~ /1/ ,q' Y.; m~~. ,-"::-e-,X-L. .0" '-_= FY <- /-;1 r.l" / Z .-JZ-<~ v~Jq~n~a egrr ee S remain in the custody and control' of the me.. Feb. 12 1981 7:li1 ~~. ~LL~,-~, :t~H-.J/'.. f RegISter ADDENDUM: All assets wi11 re sident"co'-e'Xecutr-ices. 02/-fl-/07 //.,;>(\:). -I AltorneYMyers, ~Iyers, Flower & Johnson ~/ Filed: February 13, 1981 Fi Ie Number INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-81-0109 .--..--------.-.--- o Originol o Supplementol o Remainder REY-484 EX+ (~801 Estote Name ______ST.~NER, Ru_tJ:t_l!~________ Date of Deoth 02/08/81 208-42-3060 Social Securi ty Number REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Dauphin Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the forogolng return at the values set forth opposite each item in the last columrf to the right in Schedules ':A", JIB", IIC', and !fE" /;1' I. Dated: January 22, 19B2 \~/?I)(//( /1. ((~.(,C.tI); II ro! (' INHERITANCE TAX APPRAISER AaJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VA~UE AS APPRAISEa COaE (HARRISBURG USE ON~Y) Real Property (Schedule A) $ 00+ 92+ Personal Property (Schedule B) 10+ Jolnt.Held Properly (Schedule E) 21H Transfers (Schedule C) 30+ TOT AL GROSS ASSETS leu Debt. and Deductions 40. 93. (SCHEDULE F) CLEAR VALUE OF ESTATE IEil Life Estate !!ill FACTOR PRINCIPLE VALUE CODE 15% .34690 x 42,000,00 = 14,569.80 o Annuity FOR USE OF REGISTER ONLY Tax on $ CODE COMPUTATION OF TAX $ S S $ 6% Tax on $ 15% Tax on $ Tax on $ Tax on $ s Exemptions T atel Estato TOTAL TAX INTEREST FROM BALANCE TO s S $ TAX CREDlr $ REV:5!8 FO l.7'80) r~i~ ,~c,. COMMONWE:AL TH OF PENNSVLVANIA OEPARTME:NT OF' REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Grace Baker Dysert 206A Hummel Avenue Lemoyne, FA 17043 Ruth Kegris Heehling 124 Dyhedra1 Drive Baltimore, MD 21220 Virginia Kegris Teets 121 South Third Street Lemoyne, FA 17043 Date RE: Estate of County of File No, Ruth H, Stoner Cumberland 21-81-0109 Deor Mrs. Dysert, Mrs. Heehling and Mrs, Teets: You are hereby notified thot the approisement in the estate of Ruth H, Stoner hos been filed in the office of the Register of Wills of Cumberland County on January 22 , 19l1L. Said approisement reflects the following voluations: Life Estate Real Estate Personol P,operty Jointly Owned T ronsfers Totol $14,569.80 * As to such tox thot is poid within three months from date of deoth, 0 fiye (5%) percent discount is ollowoble. As to ony tox that remains unpoid ofter nine (9) months (fifteen months when death occurred from December 22, 1965 to Jone 16, 1971, inclusive; ond twelve months when deoth occorred prioT to December 22, 1965) ITom dote 01 death, interest at the rote of six (6%) pe,cent per annum is charged. Any party in inteTest who is ogg,ieved by this notice moy object thereto within sixty days olter receipt 01 soid notice os provided by Section 1001 of the Inheritance ond Estote Tax Act of 1961,72 P.S. 2485-1001, P,L. 373. January 22, 1982 Signed( I) Ii//n , jl! n (Lr () j eX iultf)"-Ui ( l ( Title Appraiser NOTE: This is not 0 bil/. *Life Estate in Real Estate to Grace B. Dysert and John Dysert: $42,000.00 x .34690 = Life Estate Value of $14,569.BO, REV"4!l7 EXt 11-l101 COMMONWEAL TII OF l'I:NNSYL'IAfIl,\ DEPARTMclH OF RFVUHJI TRANSFER INttERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT , '*, ~4'~j~,. t. il~1"'::;'<I.'" (f'..:v:.'(,~~1~JJ; , """"'!~.TI\....,,.. "C.'," ":~:t..~~{J.I:':',:...;.:, DORIGINAL o SUPPLEMENT AL ---...--.. -..-------.-----..--------..-.-----...--- File No, 21-81-0109 Estote of STONER, Ruth H, _..___.._"n .. ____._.___n____.. C Cumberland oun ty _-------- _, ,____.___ - .'U ..-.---.----.---.- Dote of Deoth 02/08/B1 -~----- - In the event thaI any future illterust in Ihis e::;totll is tronsfnrred In possession or enjoyment to ~ol1oleral heirs of the decedent after the expiration of any estate for Ilfa or lor yeors, Iho ConlnlonwBalth hereby oxpreuly reserves the right to appraise and assess transfer Inheritance toxes at the lawful colloterul rolCl on any such futuru inturest. - . PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH _._--~_.._~._-_._----------- 1, Totol Real Property - SCH. "A", , , , " S --' 2, Total Personal Property - SCH, "B", , , , $ 3, Total Jointly Owned Property - SCH, "E" $ 4, Total Transfers - SCH, "C", , ,', , . " $ Unreported $ Unreported S Unreported S Unreported $ DEPARTMENT'S APPRAISED VALUE $ $ $ $ $ ASSET SUMMARY ~L1FE ESTATE DANNUITY TOT AL GROSS ASSETS DREM~IND~__ Life Estate in Real Estate to Grace B. Dysert and John Dysert: $42,000.00 x ,34690 14,569.80 See attached sheet for computation and total tax due. .----------- __._.__.____..__..___.____ .__..__u _._.~--------~._---_.. _..- TOTAL VALUE $1.4,569.30 I do hereby certify thot the obove opproiscm~nt is mnde in conformity with Pennsylvonio low and hos been filed this day with the Register of Wills. "". ,I' ,.;(,! ' ,4.d-D rlr (1 ) ( , ,,^, '[i i /, I / ( January 22, 1982 APPRAlSl;::R DATE ~ ~ ~ -< ~ z ~ ~ 0 ;:.. ~ '" ;:> ...:I -< - u z - 0 .... .... - 0 ~ ~ ~ .... 0 ~ f-< 0 '" 0 z '" VJ >- f-< d 0 - ~ Z f-< ~ f-< '-'l Z Z ...:I d - 0 ;:; ~ z :.: ~ ...:I Z ::; Z Cl ::> u (j '-'l - ~ VJ ~ 0 0 ~ z is ~ u Cl '" :3 Estate of Ruth H, Stoner Date of Death: 02/08/81 File No, 21-81-0109 Gross Assets Less Joint Held @ 15% 182,622.61 6,188,97 176,433.64 Tax due 371. 34 Less Debts and Deductions 20,069,lB 156,364,46 32,409,99 123,954,47 42,000,00 4,B61.50 Less Specific Bequests @ 15% NET Estate Less Real Estate - Life Estate @ 15% 42,000,00 x ,34690 x 15% 2,185,47 Residue -Not taxed at this time, B1,954,47 TOTAL TAX DUE: $7,418,31 ! __ _, _.; - __, ._._. _.__ __.. .'_ . __ - __ ___ __w __. .___ _,__. _" _,_ ,_ __. _.. ___ ,_, _ __._ _ _ ___ _ ___ i ~ '#'-1_~"'.___"""" -- ~".~.oI!I i. .,.-trII" -- =:.0...__ -- :, .~REV.1162EX '~ ' COMMONWEALTH OF PENNSYLVANIA ;' 4 NO, K 29491 DEPARTMENT OF REVENUE 1 " OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX t I '" ; II = ij RECEIVE". FROM 1'1 TAX AT 6% TAX AT 15% & Johnso TAXAT_% ADDRESS 1 West IIi h street ESTATETAX Carlisle FA 17013 '--~~~T%:~~~AT~N:;~t;:-~~--;98i------------ 47.56 TOTAL TAX CREDIT FILE NUMBER 21-81-109 2.37 DATE OF PAYMENT Hay 6, 1981 Ruth H. Stoner LESS DISCOUNT PLUS % INTEREST (FROM TO_I NAME OF DECEDENT m m TOTAL AMOUNT PAID COUNTY Cumberland 45.19 " POSTMARK DATE I REMARKS Paid on Account RECEIVED BY {j". J{:v,.J SIGNATURE SEAL REGISTEH OF WILLS -------..-."'---- - ..-.... --. -- --"'- 11. REV.\162EX ~" COMMONWEALTH OF PENNSYLVANIA 4 No,K 29493 DEPARTMENT OF REVENUE , OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX \I '" ; II = i ~ RECEIVED M FROM w,_ "'-"-__ -.r:::IL___ .- ...........-=u.~ -.- TAX AT 6% Mary E. Burk c/o Flower TAX AT 15% " Johns nTAXAT_% ADDRESS 1 West Hi h street ESTATETAX Carlisle PA 17013 .--~f~T~[~~~~AT~~~~--;~-J:9-;1-------------- TOTAL TAX CREDIT 33 29 FILE NUMBER 21-81-109 LESS DISCOUNT , Ii!; m PLUS % INTEREST (FROM TO_I m TOTAL AMOUNT PAID " ~? DATE OF PAYMENT Na G, 1981 NAME OF DECEDENT Ruth H. Stoner .------------------------------------------- COUNTY Cu '1':~i11"1in~Q . POSTMARK OA TE ~ REMARKS ~ Paid on Account SEAL RECEIVED BY ;' / .;;C;,t -c~ REGISTEfl OF WILLS ----- ---- - -,-- .-- -----.--- -~ -- --- ---- --, -- .-- -- -- ----- .._~ __ F""-' __ ~,. 11. REV.1l62eX ~' COMMONWEALTH OF PENNSYLVANIA 4 NO K 29495 DEPARTMENT OF REVENUE . , " , OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX ' It ' II . \jI 'I = ~ " ...... .E::K__..z::o:___........ ~...---.. - ---. TAX AT 6% Margaret ~~g~vED Myers f.! B. Baker c/o ers Flower TAX AT 15% & Johns nTAXAT_% ", 1 West High Street Carlisle, PA 17013 ._-esTATE~FoRMAT~N:-------------------------- DATE OF DEATH Feb. 8, 19B1 , ADDRESS ESTATE TAX TOTAL TAX CREDIT 71.01 FILE NUMBER 21-B1-109 DATE OF PAYMENT May 6, 1981 LESS DISCOUNT 3.55 m PLUS % INTEREST (FROM TO_I 0 TOTAL AMOUNT PAID 67.46 NAME OF DECEDENT Ruth H. Stoner COUNTY Cumberland ------------------------------ ------- ----- , POSTMARK DATE I REMARKS Paid on Account SEAL RECEIVED BY . {. (.'.' 1./ (~~ ( SIGNATURE '-- ,/ .J ;' , . _._ ,ri.(~./y.~ HEGISTEI1 OF WILLS ----- ----- ---------~.__._- ---.--..--.-----.-------------- ~ ::=:= --. --- '~." , .', ' , COMMONWEALTH OF PENNSYLVANIA 4 NO K 29499 DEPARTMENT OF REVENUE " OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX II '" . \jI II = . I ~.. Betty R. Campbell c/o ~~gKAVE'Myers, Myers, Flower, & Johnso TAXAT_% - ~__r"-___r:JI' ~-~a -- TAX AT 6% TAX AT 15% ADDRESS 1 West High Street Carlisle PA 17013 ESTATE TAX TOTAL TAX CREDIT ~~_2B--.. ~ II '--eSrA TEINFORMA TION: DATE OF DEATH Feb. 8 1981 DATE OF PAYMENT 21-81-109 Ma 6 1981 FILE NUMBER COUNTY Cumberland m m LESS DISCOUNT PLUS % INTEREST (FROM TO_I 1.66 NAME OF DECEDENT_ R h H. Stoner POSTMARK DATE REMARKS' ~ Paid on Account SEAL TOTAL AMOUNT PAID 31.62 .' RECEIVED BY REGISTER OF WILLS -----.--.--------- This section will be compl eted by Bureau Headquarters only when the application for exemption has been denied. Dot.: The application for exemption contained on the face of this form has been deniod because Not.: Any party in int.r..t. including th. Commanw.alth. oggri.ved by this oction may within .ixty (60) days aft.r the date of this notice exercise their rights of Protest, Notice, or Appeal in accordance with the provisions of applicable P.nnsylvania Inh.ritanc. and Estat. Tax Acts, "" ':'1 - ,,- ;;r;.;-=.: c:: -. , ":;c.' (...;.. r- :l:~i i1.(' ~ ~-J uJ:~; c.. -:>: 0>- U-O ~lJ o::v:. VJ oc:= ::-c.Cl.l _.~ <.ow """, ~"" ~ ~'-' po U RCC.J 14\1Jl APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (At' 01 May 28. 19S6. P.L. 17S7, and Atl of J,", 15.1961. P.L. 373, os amended) COMMONWEAL TH OF PENNSYLVMlIA DEPARTMENT OF REVENUE BUREAU OF COUHTY COLLECTIONS Application i. heraby filad far tha appraval of on exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property de.crlbad balaw: 1, Buraau Fila 1I__JU-.::_Zi~_Lt1fu_______m_______ 2, Data of Death K~7~ak-j 19B1 ., ._~- 3, Data of Appraval ~_--cr.LL~_/.W 4, Nama 01 Decedent RUTH H. STONER 5. The Cammanwealth's opprai.ed valua al the property far which an axamptian is claimad is $ 250.00 (Note: Where the property is other than a specified amount of cosh, the c)Ccmptjoll cannot be approved until tho value of, the praperty has been e.tablished by appraisal by the Cammonwaalth, except in those ca.a. where the amount of the gilt or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue. In those cases enter such fractional or percentage amount above). 6. Check the manner in which the transfer was effected and submit a copy of the dacument authorizing the transfer, unless such materiol has been previously liled. WILL Q(j( DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTHER 0; (If ather, explain) 7. Correct Business Name and Address of Charitable Organization receiving property: NAME REHOBETH M. E. CHURCH CEMETERY ADDRESS near Leesburg, Cumberland County, PA. D Sae listing on reverse side lOT odditionol chodtoble orgonizotions cove,ed, 8. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct. Addre.. 01 Applicant 41B H\lll'Il'el Ave. lBllOyne, PA 17043 (j , . ~tt,~INJ1.~ i S Teets; Ru KegI' M=ehling 1/ 121 S. 'Ihird St. 124 DiHedral Dr. lBllOyne, PA17043 BaltUrore, Mnyland 21220 Signature 01 Applica~& '3Li! Grace Baker Official Title Elrecutrices Date C;'Lf~P( This form musl be completed in trlplica!e and 011 three coplcs delivered to the Register of Wills for the County In which the decedent resided, or In which lottors wore Issued for 0 non.rosidont decodentls estate. If the decodent was 0 nan.resldont of Pennsylvonla end letten were not Issued by a Pennsylvania Register of Wills, deliver 011 three copies to tho Director, Bureau of County Collections, Penna. Deportment of Revenue, 26 S. 4th Street, Harrisburg, Pa. Do not write below thi. line. Far Official Use Onl For the Secretary 01 Revenue REFERRED to Bureau Headqua,ters Approved 0 For Secretary of Revenue Denied' 0 (Initial. 01 Regi.ter of Will.) (Authari xed Signature) (County) (Title) (Date of Relerral) (Date 01 Action) * See reverse side for reasons MUST BE FILED IN TRIPLICA TE This .ectlan will be completed by Bureau Headquarters only when tho application for exemption hos baen denied, Dote: The application for exemption contained on the face of this form has been denied because Note: Any party in intere.t, including the Commonwealth, aggrieved by this action may within sixty (60) days alter the date of this notice exercise their rights of Protest, Notice, or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. . .' .. <'" t~ .', Cl. :-'~w \;.. :;:.;Cl Lt.i' <:.:;" ['- ~~~ CI;;''': ~ lI...:l\ ~ c.. :Lcr 01-' w.' Ow cr:y~, "" 'C.'l 00 ~:1: Uw ::in: ~ llJ:=l CO -,U . U This section will be com I eted b Bureau Hood uarters onl when the a !ication for exam tion has bocn donled. Data: The application for exemption contained on the face of this form has been denied because Note: Any party in interest, including the Commonwealth, aggrieved by this action may within sixty (60) days after the date of this notice exercise their rights of Protest, Notice, or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estote Tax Acts. :-1. ,.. '..J ~~::-: ~ ~.:.t- ~l" ;.~~ I..:. C. ('-- tc; ~ " i.~~ti 01-- w '-"")lu 0':(.') "" 'cu o~ '1::...:- u.... n::~ ~'" ~ w'" ~ -'u u COMMONWEALTH 01' PENNSYLVANIA COUNTY 01' CUMBERLAND '[, J 55: Grace Bak;~r Dyser~:_Vi_rginia~e'Ei!, _ ~et~~and Ruth Kegris Mo!ehling ._- - being duly -S1>9m----.-- acco,ding to law, deposes a"d says that theY... are Exeouttices----------- of the Estate of RUTH H. STONER late of _JlPl;'O\lgh..ofLenPyne , Cumbe,land County, Po.. deceased and that the within is an invento,y made by __J;he!!L___. ____ ----', the said E>>'!cutrices of the entire e,tate of ,aid decedent, consi,ting of all the personal property and ,eal estate, except ,eal e,tate outside the Commonwealth of Penn'ylvania. and that the figures opposite each. item of th<;)nventory ,epre,ent .iflr fai, value a' of the date of decedent's death. ~4/ /te-ht.-O 7:Jtee--lUu7..... 1 /-Jip<Le/ ,4(k~fj-~ ~/.,f!.(,,;f- and sub,c,ibed before me, 'II: ) ':f!3 / ~ J .,d ~~ ~ 19 F/ ~r~v>;v (', '-- 1.,.'." ~~;,; rUB~~~-:" - ~ I My CaIunlBSion Expires Dee, 21, 1981 Lemoyne, Pa. C:ulnbar\.J.ud ('.aunt, Addreu Date of Death Bth Day Februarv Month 19B1 Year INSTRUCTIONS I, An inventory must be filed within three months afte, appointment of personal representative, 2, A ,upplement inventory must be filed within thirty days of discovery of additional assets, 3, Additional ,heels may be attached as to personalty 0' ,ealty 4, See A,ticle IV, Fiduciarie, Act of 1949, - , , c' u Ei: t~::' " " ::~:;~l C;;:. N c.t C-...; i~<~( IJ./:':" " (':: .~J 0" w: 'Lt:: 0::<'";' Ow 0-- v:: .~f() ,-,'" -...- .....w "'- 0::'" ~ w:::O ::0 -'U '-, '" o M I M (Xl I M N ~ o I- Z W > Z M ... l:i 0 0 ..... 1Il M QJ l:i l:i .a .:x: >- g P< g .,; . >- QJ ~ ... QJ .... w ~ l:i '" .... H ~ w ~ ~ ~ 1-4 >- Co ~ .... u ~ QJ 0 0 VI ~ '" ~~ w ex: w Z 0 C ~ J: Co 0 Co o cQJ .... -' u. E-< -& ~ e;H u. -' <( 0 Ul Co ~.; 0 -< w ;:l ,;. Z ex: 0 + 0 p:: 1-4 c N C ~ M VI Z 0 0 a: <( p:: ~ U ... ~ w E-< Co "tl 0 ~ c ~ ~ - -.:: 0 ~ .ll , ~ E "tl ... 0 + .! 0 ~ ~ 0 -' U u: co , P< o z Inventory of thB real and peTsonal estate of RUl'H H. STONER 1. Real Estate - No. 41B Hummel Avenue, Lemoyne, PA - Appraised value - 2. Household Goods - 3. 2 _ Television Sets (colored) - $100.00 each 4. Refrigerator 5. Jewelry: Wrist Watch Dinner Ring - Diamond Ring - Yel10w Gold Rind - pink Synthetic stones - 6. Bank Accounts: CCNB Bank, N.A. Checking Account No. B73-704-1 certificates of Deposit No. 53-0126311 No. 53-0126312 No. 33-0022072 No. 33-0020084 No. 036-0019749 Dauphin Deposit Bank & Trust Company Checking Account No. 82-20-B506 certificates of Deposit No. 12-33-0013BO February interest check No. 13-32-022753 No. 12-03-725051 No. 12-03-725090 No. 13-03-729832 No. 13-07-701373 No. 13-03-727721 No. 13-33-001219 February interest check 2/1/81 No. 13-03-013953 7. West Shore Savings & Loan Association SPC 15-D-1380 - certificate No. 007 8. 25B shares Dauphin Deposit Trust Company Common Stock @ $30.00 p/sh 9. Bel1 of PA - refund 10. Garage Rent - Jan. & Feb. @ $35.00 p/mo deceased ----.-----.. ..__u...._._.__ II. Series E Bond - $1,000 - 8/56 Series E Bond - 500 - 7/78 Series E Bond - 500 - 7/7B 12. Series E Bonds - See attached Exhibits A, A1 & A2 for dates and values - TOTAL 42,000 00 1,500 00 200 00 250 00 5 00 24 75 210 00 BO 2,277 12 9,190 54 10,305 79 4,069 19 3,029 38 3,019 94 3,606 04 3,004 33 BO 79 23,106 61 3,033 41 3,046 8B 3,01B 1B 2,021 89 3,040 14 5,011 42 50 84 2,021 46 5,094 76 7,740 00 2 76 70 00 2,236 00 422 BO 422 80 22,526 84 165,87 46 File Number INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-81-0109 , , REV."U EX+ (Hdl Date of Death February 8, 1981 D Orlglnol o Supplementol o Remainder Estote Name Ruth f!, stoner Social Security Number 208-42-3060 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser In and for the County of Cumberland Pennsylvania, do respectfully report that I hove appraised the real and personal property os reported in the foregoing return at the values set forth opposite each item in the last column to... the r~ht in Sc ~ules lIA", IIB" f II e" , and "E" Dated: October 16, 1981 .' ~"';;-'I. ",.,yJ- INH.~RIT"'NCE TAX APP ISER ADJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) Real Property (Schedule A) $ 42 000 00 00+ 92+ Personal Property (Schedule B) 126 451 46 10+ Jolnt.Held Property (Schedule E) 6,188 97 20+ Tronde,. (Schedule C) 7 982 18 30+ TOT AL GROSS ASSETS 182,622 61 Leu D.bt. and DeductIons 40. 93- (SCHEDULE F) CLEAR VALUE OF ESTATE o Life Estate Mll FACTOR PRINCIPLE VALUE CODE o Annuity FOR USE OF REGISTER ONLY Tax on $ CODE COMPUTATION OF TAX S $ $ $ $ 6% Tax on $ 15% Tax on $ Tax on $ Tax on $ Exemptions Total Estate TOTAL TAX INTEREST FROM BALANCE TO $ $ $ Less Credits DATE OF PAYMENT AMOUNT PAl D TAX CREOIT S $ INTEREST FROM BALANCE DUE . , , AEV-44" (I..eo) . COMMONWEAL TH,OF PENNSYLvANIA DEPARTMENT OF REvENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT AFFIDAVIT OF FIDUCIARY (In.tructions on Rever.e Side) -~,'- ~ Estate of RUTH II. STONER Dote of Dec th February ll, 1981 Social Security No. 208-42-3060 Lost Address 418 Hummel Avenue Lemovna, PA 17043 ICITYI (STATe) (liP) Bureau File No, Coun ty FiI e No. 21-111-109 I. Decedent di ed: ( ) Intestate (without 0 will) ( x) Testote (Ieoving 0 lost will--copy ottoched) 2, Is the filing of 0 Federol Estote Tox Return required fo, this estote? Yes_ No 3, (x) Executor/Executrix ) Administroto,/Administrotrix Nonie Grace Baker Dvsert; Virqinia I<eoris Teets; . Ruth Kearis ~'eehlinq Address 418 Humrel Ave. 121 S. Third St. 124 Dihedral Dr. T~ p" 170d1 TI111Y"I\""'. P". 17041 (CITY) (STATE). (ZIP) Bal tirrore, ~tu:yland 21220 4, All correspondence should be moiled to ( x) Attorney ) Fiduciary, 5. If on ottorney is representing the estate, indicote: Nome Thomas I. Mvers Myers, Myers, Flowar & Johnson Add,ess p, O. Box .125 T.~mnynt:l (CIT'l'1 " P1\ (:.TATEl 170d 1 (ZIP) .... . List all sofe deposit boxes registered in the decedent's individual nomel or jointly with, or os on agent or deollty of another, or in decedent's individuol nome with right of occess by onotner os ogent Dr deputy. 'nclude the nome and address of the bonk or other institution where the sofe deposit box is locoted, the name (s) in which the b'K is registeTed ond the relotionship of the joint holders to the decedent. NAME AND ADDRESS OF BANK DR OTHER INSTITUTION IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN WHiCH SAFE DEPOSIT BOX IS REGISTERED RELA TraNSHIP OF JnlNT HOLDERS TO DECEDENT CCNI3 !l1ll-lK, N .A. J::ecerlent Thin1 & HU1T'"eJ. LeITOyl1e, I'll 17043 Under penalties of pe'iury, I declare that I hove exomined this return, including occomponying schedules ond statements, and to the best of my knowledge and belief it is true, correct ond complete, U' , . j~" V l/-~-r(jru.;~. rc~.v -k4 DATE - .--..---..---- ~ . DAN BARNINGER & AS'SOCIA TES REAL TOR ~.. "'Or t~< .. . . C "W -, ""It Residential Appraisal Report ConlidonUol NAME OF OWNER(S) ESTATE of RUTH H, STONER MAIL ADDRESS TELEPHONE NO.(S) c/o MYERS, MYERS, [o'LOWER & JOHNSON 761-4540 Lemoyne, Penna 17043 AREA OR su'BofvlSION- ADDRESS 418 Hummel Avenue CITY Lemoyne, STATE 1___ Pennsylvania Boro of LemDyne PURPOSE OF APPRAISAL To eslimolc Ma,kel Vallie in ree simple as or Febru"ry 8. 1981 uCurrcnt fair market vslue" is defined as the amount that a buyer would be .....illing to pay for the property in its present condition and location, after time for negotiation. which is reasonable for the area, and not bused on an immediate sale due to pressures on the seller to transact a quick sale." APPRAISAL SUMMARY APPRAISED VALUE - LAND ...................................................................................... s 6,000 $ )6,000 $_42,000 APPRAISED VALUE - IMPROVEMENTS ...................................................................... TOTAL (Emphasis was given to the market approach unless otherwise noted) CERTIFICATION I do hereby certify that I have made a Pl.rs-anal inspection of subject property and 811 analrsis of those factors affecting its ,'alue, that I have no interest, prescnt or contemplated. in the property. that neither the employml'nt to make the apprai~l nor the com. pensation, is contingent upon the value of the property reported. and t~the hest of my knowledge and belief, all statements and information in this report are true and correct, and no important fae,!_ hAve been .....ithheld r 9_v;Jlooked. J .' J / ../, "\. ;).<.. ..... .- } ,,' '4(<- f~. ',.--07[", 1--:/17f"~ -rb -;.. AP AISER'S SIGNATUR-E U' --- 1/ ' DATE May 12, 1981 DANIEL H, BARNINGE..lL-.Ql\_-S_,_----- FIRM NAME (l'Iu., P,i.')" LIMITING CONDITIONS This appraisal is subject to the follo.....ing limiting conditions: The legal description furnished us is a~.sumcd to be correct. \re assume no responsibility for matters legal in character, nor do we render any opinion as to title. which is assumed to be market. able. AU existing liens and encumbrann's have bl.'Cn disregarded and the property is apprai~d as though free and clear under re- sponsible ownership and competent management. The sketch in this report is included to assist the reader in visualizing the property. We have made no survey of the propert)' and assume no responsibility in connection wilh sllch matters. Unless otherwise noled herein, it is assumed that there are no cl1croachments. l.aning violations or restrictions existing in the sub. ject property, Information, estimates and opinions cont:t.ined in this report arc obtained from .5ourccs considered reliable; howc\'er, no liability for them can be assumed by the appraiser. Pas~ssion of this report. or a copy tht"Tt'of, does not carr)' ""ilh it the ri~ht of publication, nor may it be us.cd for any purpme by any but the applicant without the previous written cun!'o('nt of the aPi'rai~cr or the applicant, and in any event only with proper qualification. "'e are not required to gh:e t("'Slimon~' or attendance in court by reason of this apprai!ial. with reference to the property in ques- tion, unless arrangements have been Tllade prcviousl)' thercfor. The division of the land and improH'ment values t"stimated herein is applicable only under the program of utilization sho.....n. These separate ,'a1uations are in\'alidated by any other application. r-" ---------.-----.-----..-.-.------ DETAILS OF PROPERTY (D",.'~,., WI"'", "X" riolO, ,.",IoI,) CHeCK TYP~. OrH,OUS[ " --rNcJ.OWTLLjtiGU, '~.',s ItiO.ST(jHi[~.-110T-...L"O~II06"'-~lrio--li.[,-.(I-~06IJS-];~~ [jA1H~"- . Spl, L.....I IC'P'XCOd IColanl.1 l~rn'h.hJ~nlll.-O'"'trlb. I 1 _ I 1~ 5 L__-'?__ 1 lYPC or exTCRIOR I I'LOT ~Il[ s'O~.xJ~~~:~Jt;~~~_.L~~~~SIUtr.o _.__L~~~.__~!:.:~J5.--._-L~~35----1~'d.150 Is.'d.15_Q_J.~~~_~~J9j_2! nRST ltV[L-{LIST tACH HOOM, INCLuoe C[U1[R H....LL, f'OWOtR nOOM, '"CIlCHC!., [TC. STArt IF MOO[RN KITCH tN.) H!!-=-. Living room, dining room, kitchen w/dining area, (equipped with electric oven and range, sufficient cupboard space) two bedrooms, bath w/plastic wainscoting, SECOND Llyn IllST [ACH ROOM, STAll If SATliS ARE TILED WITH SHOW[R.) Full unfinished attic with dormers THIRD LEVEL (LIST EACH ROOM. STAlt If ATlle IS rULL, fiNISHED, ETC.) , ; ., !..; , BA.SEMENT VXS I NO ' ILIST LAUNDRY, PLAYROOM, ETC. PLUMBING INSULATION B,.,u "icopp,x llron '(e;f~ T)'p_Rot~...OOI, riber,lllli. lie. WATER SOU~:E SEWAGE: SYSTEM Town X IW,1I Septic Tank ISrw.rpublic ~~.R:''Ct.lr; I TYPE-CeIIC;r I Attachll" I Built.ln ASSESSMENTS TYPE OF FOUNDATION TYPE Of ROOF Slant ~L[1I0ekIPou'ed Concrele IB,iek Compo" 'Shini~ IOlher SCReENS I?TORM WINDOWS lu Y~~LAIU~num ICopper IOther 1'\tINO nfAh"finum Iwood HEATING SYSTEp.,l TYPE FUEL UJ:ECTRIC WIRING Warm Air 1 Hott'aler ISleam Gn IOI)c Icoal 1110V X I 220V Ie Ilf PUH.lO\N(NT SWll.o.AING I'OOL IS IIolCLlJO[D IANNUAL TAXES I Carport I Yn thtcl N~ I S,,, I \ '.f 'i. , ADDITIONAL LEVEL(S) \> ,. ., ANY EVIDENCE OF TERMITES 0 DRY ROT 0 DAMPNESS 0 SETTLEMENT 0 NO EVIDENCE jg \' ~ .f tl /. MAJOR STRUCTURES CONSTRUCTION TYPICAL CONDITION BUILT.UP AGE TYPICAL BLDG. OWNER OCC. VACANCY ZONING TRANSITION TO- ~ :;;; . CHARACTER OF NEIGHBORHOOD IS- Residential NEIGHBORHOOD ACTIVITY Stable r'lE'G~. Brick/Fr Good 100 ~ es dences BCOCKrl , rick/Fr r.""rl (", % ~e"; len ."" UTILITIES AVAIL. CONNECTED STREET IMPS. ICONVENIENCES WATER X X WALKS X G. SCHOOL SEWER I X X CURB X H. SCHOOL GAS I X X PAVING X STORES ELEe. I X X ALLEYS X ICHURCH SEPTIC TANK FIRE PRO*CTION TRANSPN. O' ti 50vrs, 8<;" nil % R-2 not li.keu... T 'lOvrs. 00 % I nil % R.;:> not. 1 H-~'HX BLK. MI. I TVPICAL "mu~NcEs 1,15 SUBJ"T TYPOCAL OF NEOGHBORHOOD' IDESC.lt 2 B~ii';r collar SUPERIOR 0 TYPIC'CO IN""ORO:,;. I ' ; 5 1 2 t'i5W"-'middl e RENT'CS $ ~~~ -~ mUES 28,000-45,000 1 I REPAIRS Sh~ Rrp"rl 1-''''rJ T. pl.u l"o~,") i. Gl>~d, "'uh,./,I, enJ",o. (APPIlMSLD VIILt'! IS TO III: BAS!D ON "AS IS" CONDITION) EXTERIOR REPAIRS ESTIMATED COST INTERIOR REPAIRS ESTIMATED COST s s None required None required TOTAL EXTERIOR REPAIRS 1$ TOTAl. INTERIOR REPAIRS Is TOTAL EXTERIOR AND INTERIOR R~PAIRS lS ---- NON.REAL ESTATE ITEMS INCLUDED IN THIS l.Electrid oven & range 2. 3. :P:~~SAL WIT~LAB VA_~UE' S t: $ IB TOTAL (To lit' J.rlwdtJ i. Coli AHto.rl-.I'." J) S $ -.----- S ---- S S 4. 400 PAGE 2 MARKET APPROACH TO VALUE' i ",,"'.. .lj:r~~~.~.~-~.E.C"jiVE""1 L """OW NI A i : I.O"IZ[ lS X lS0 I ! mu Cane Cod I CO,\I'ITIO' v..ery-.G.Qo d I Ilt:llflOO~15 -2- ~ 'IATIlS ~ocation: ~OOd------ uaral1:e 2 Car I ~mt Full 1 onstr Brick I irepl 1 I TOTAL + or - S S.\LE PRICES OF COMPARAIlLES S INDICATED VALUECSI Ill' M.\RKET APPROACH S A'O"," 40 N, 10th St Lemovne DArt SOUl 8-12-80 LOTSIZ[ 10 X 12S "YLt 2 Story CO'OITI., V"rv Good BEDROOMS '1 BATHS 11:.. ~Q'cati In, r:on ri ar""." ~lLone smt 1<',,11 onstr Frame irenl Non" TOTAL + or - SAl.E PRICES OF COM PARABLES INDICATED VAl.UECS) BY MARKET APPROACH + (0' - JJ.~~"a~~ii~h~;;~ I 8-22-80 =r.:J~ 1.,-2-..SJ;o.r:y ~~~QOO.ri ~11f..ar ior I 1 Car I FulI-. I Brick NOM .J.JUg!!;J"m~..P.r_,... Camp Hill 6-12-80 60 ..x.12 0 2 StfIT.Y- v".,." Gonri ., + (lit - + 011 - .----1 I I I = = = = = = = I -::>,<;00 = = = 1 _Inferin.,. ~l_c"'" wi _Full Brick Non" - -1. 000 + <;00 - -1.000 = = N/A + 1 , 000 ~4~:g8g S 43,900 + OR - + OR - + OR - = = = -::> ,SOO_ - <;00 +2.,0001 = I +1 <;00 I +1,000 I S+1,500 S41,SOO I I I S S S S S S s43,000 COST APPROACH TO VALUE' (Use attachments if necessary) 1. M.in Building leI(. 1080 sq, ft. @ S '32.00 perft, 2. Extras-list at right with values. 3. Garage or carport-replacement cost new, 4, Other bllildings h.~J).J;.l.Q.s.e.d'hP'.Qr..ch'h""hmh 5, Total Replacement C.st New. 6. Depreciation: Physical Functional Obsolescence Economic Obs.olescence Location or O\'erimprovement 7. Total Depreciation. S, Depreciated Replacement Cost (5.7) 9. NOIl.real estate items from Pg. 2. 10. Land S 34,5110 S 1.500 S 3,500 S 1.500 S 41,060 S ),900 Fireplace s s s $_ 1 onn s 37, 160 s 400 '35 ImprO\'crnents: )(Q{Jlr front fl.@ S 140 per ft, sJt... 900 S 1, ::>00 S Total Land Indicated Value by Cost Approach S 6,100 s 4'3,660 . Enter your final estimate of value under "APPRAISAL SUMMARY"-Page 1 PAGE 3 . . , I, ~ ~...,' .", ",. MAIN Oilier :1:llltlIIIHir:i 1111'1 r Nl W CIJi\1l1l.1llANI'l, PI'Nr>J:iYl.VI\NI^ 1/0/u 11111 '114.100U ---.---------.----.-.-.---.-..... ..---.------..-.------- -- c;a.~NIIIIJ"Nh.. '" A D:lI.e May'(, ],981 --- '1'0: Myers, Myel's, Flower & Johnsoll . Third & Market Streets Lemoyne, PA 170113 AT'l'ENTlON: Thomas I, Myers RE: Estate of Rut h II, Stoller ----.-- Nwne 0[' Decedent as of The fOllowlu/j is a cUHJplet~ r,ecord' of the auave decedent 1 s aCCO\..lllts February 8, 1981 Date of Death ount No, Type of Account RA.lnnce on Dnte of neath Hames on Account Date of Creat; ~c Principal Accrued lilt, (All Owners) of Joint ()Ymel'shi n 3-704-1 Checking $2,277,12 None Ruth H, Stoner -0126311 Cert. of Deposit $8, 491/, 98 $695,56 Ruth H, Stoner -0126312 Cert, of Deposit $9,556,84 $748,95 Ruth H, Stoner -0022072. Cert, of Deposit $4,000,00 $ 69,19 Ruth H, Stoner -0020084 Cert, of Deposit $3,000,00 $ 29,38 Ruth H, Stoner 6-0019749 Cert, of Deposit $3,000,00 $ 19,94 Ruth H, Stoner G, L, ~' Weitzel, V,P, ._~ 1't\^:!. ._______. AULJHIJ.i.....c'u :J/~nnL\Jl . '.'!f.........,. dt'~I~ , , .,,..e,J". ~-1,1 c2S7 '1-'1 <<oSi '1-1,,1 . ~s; ;-/'1 ,Il.$i, 'j-'1 '. .. . ~ s; 9- ~ 7 :t.:..-, .AS;./".: ~ ,!1,. . -..'" L(.=,- Cd . ::1~~,1,'; , ' . 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Did decedent, within two years of Ileath, mal\e illlY Irilnslcr el ;my milleli;r1 p~rl 01 his estale without receiving valuable and ildeQuate consideration'! (Answer "Yes" or "Ne/'.)..2lO-_ 2. Did decedent, wilhin two years 01 death. tlilnsfer plopclty Iroln hinlsl~11 Ilorsellto Iiilllsol f/horsel f and ilnolller party or pmties(including il spouse) in joint ownClslup? (Allswer "Yes" or "No".) _.Yes. 3, If the answer to one or lwo ilhove is "Yes" and the llans((;rs ;He ,j;li'lled 10 he nonlaxablr(, provide the lollowing information: a, Age of decedent ill time of trnnsler. b, Copy 01 deilth certi ficilte. c. Affidilvill1y the attending physician indicilllnR Iile stiltO of dcwlonl's I!cilltil "1lilllo of Irilnsfer, d, All other infornliltion supportingnontaxilhilily of Ililnsfc'l. 4, Did decedent, in his/her lifetillle, milke any Irilnslcl 01 property without receiving.1 Villuahle or mleQuate consideriltion therefor which WilS to tilke effect in possession or enjoymont al or aller his/her deiltli'l (Answer "Yes" 01 "No" ,) a, Was there ilny possibilily Ihat the properly trilnslerred lIIightleturn 10 lrllnsferor or his/her esfate or he suhject to his/her power of disposition? (Answer "Yes" or "No" ,) b. What was the transleree's age altime 01 decedent's death'! 5, Did decedent in his/her lifetime make any tlilnsfer without receiving a valuable "nd adequate consideration therefor under which transferor expressly or impliediy re,C1ves for his/her lile 01 ;my peried which does in fact end bolore his/her death: a, The possession or enjoyment of or Ihe right 10 income from the property transferred? (Answer "Yes" or "No",) - b, The right to designate the persons who shall possess or enjoy the property llilnsferred or income therefrom? (Answer "Yes" or "No",) 6, If the answer to five h. above is "Yes," state whelller the right \,as reserved in decedent alone or others. 7, Did decedent in his/hCllifetime make a transfer, the consideration for which was tlansferee's promise to pay income to or fOllhe benefit or care of translelor? (Answer "Yes" or "No",) 8, Did decedent, at any time, transfer property, the bBleficial enjoyment of which was suhject to change, because of a reserved power to alter, amend, 01 revoke, or Wllich could revert to c!ecedentunder lerms of transfer 01 by operation of law? (Answer "Yes" or "No" ,) 9, If the answer to eight above is "Yes," was the power to aller, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No" ,) - I't " .,', [ /, -tE4.(!d ~VliU 4'(lt~ Qrl'!.ihtUt~td (II-' IW'J'II II, :;'j'um:1I 1, l<lJ'J'1I 11, S'J'utu';I<, of the UUl'Ollyh uf Lemoyne, CwnlJerland '. COlllILy, P'-'lInsy1V'lJlia, llIake, publish and declan, this to be my Lust Will and 'J'esti.lIl1"nt, hereby nJVoking and making void any and all Wills lJy /lie at i.lny lilli" heretofore made. AH'J'ICLE I I direct my Executrices hereinafter named to pay my just debts and funeral expenses and all inheritance and succession taxes, AR'l'1CLE II I give and bequeath unto RU'1'H KEGRIS MEEHLING my diamond , ring. AR'l'ICLE III I give and bequeath unto PHYLLIS BAKER BOWMAN my ring with ~ three rubies. ARTICLE IV I give and bequeath unto VIRGINIA KEGRIS TEE'l'S nlY new watch 0/ and my diamond ring with three diamonds. AR'fICLE V I give and be(Juudth the remainder of my household goods unto ,/ my sisters living at the time of my death, with the raquest that, aflur choosillg allY item they may wish for themselves, they share tlw rullla j Ildur umOlllJ a 11 illY nieees. AH'I'ICLE VI I I I .' , [ 'f i v" ,wd J"''1I1l'd lh th,-, SUlll of '1\0,0 IIwl(lrul Fifty IblliJrs ($250.00) ,'('-" UIlI () lIll' '1'1'lI!Jll":Oj (, ( In-:IIOIJI;'j'lI ~1. E. ClIlI Hell CI-:HE'J'l':HY nedr 1 <.'t,sLury , ': " 'prJY (,. (:11111111.'1"1011111 "(Hlllli', 1'1'lIllsylvllnid, dnu tllt~ sum of '1\0,\.) lluudn..oJ Fift~' 1'011."" (:;.",II.II()) lilli" I)". '1"";[",,, lor ,J!\I.;J;:;(tNJlJJ'l1'~U~J'J::I<Y, Wo.lI,lIul BOtt.J:lIl, t'IIlIJ~1 LUIII {(,tlllly, l't'IIII:;~'lv'l/lid, rOt Ull~jr USl' iJl Llll~ upl.;,eep ..:Jf lhe .' . I., Al('I'ICI,I:; Xl GRACI:: IJAKER DYSJ,;I('l', lIis wi lLl, for dlld dudll<j tlleir joint liveti and I <jivLl dlld dLlvi:;e lilY l'"sidt.:nce properlY unto JOIII~ I.lY:;I::R'r and ithe liEe of the survivor, provid'ld that they keep the property in- ,sured and in good repair dnd pay all taxes when due. At the death :of the survivor, or in the event the said John uysert and Grace I \lJaker Dysert, and the survivor of them, fail to perform the con- ditions above set forth, I direct that the property be sold by my ~surviving Executriceti, and the proceeds divided equally among those iof lilY nieces named in the preceding paragt'aph who tiurvive the sur- IVivor of the life tenantti, ARTICLE XII I give and bequeath unto RU'l'lI KEGRIS MEEllLING and VIRGINIA iKEGRIS TEETS, each, a color television set. , I I I I If my niece, GHACE llAKER DYSER'l', has not purchased a new refrig-! [erator within three years of my death, I give and bequeath to her my \ V i AR'l'ICLE XII I \refrigerator. I I AR'l'ICLB XIV All the retit, residue and reaminder of my estate of whattioever I ,natura and wheretiocver situate, I give, devise and bequeath unto , 'those of my nieces and others named in ArtIcles VIII, IX and X of ithis Will who tiurvive me, AR'l'ICLE XV I name, contititute and appoint GRACE BAKER DYSERT, RU'l'U KEGRIS ,MEEllLING and VIRGINIA KEGIUS 'rEE'l'S to be the Executrices of this, my Will, and I desire that any \Iho may ue nonresidents of pennsylvania I be excused from the entry of security as such and direct that the assets of lilY estate remain at all times under the control of those :of my Executrices who are a retiident of Pennsylvania. " IN Wl'l'NE:;S WIIEHEOl", I I'.:ive lIer8unto S8t lilY hand and tieal Lhis - ]- " nEV.-153 0.80) "OMMONWEAL TH OF PENNSYLVANIA 17EPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" SENEFICIARIES ~\ ~ (lflstrur.f;omi on Rrverse Side) Estate of RUTH H. STONER BENEFICIARIES AND ADORESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIAR' DECEDENT BIRTH Margaret Baker sister . -Y-eJ> -Adull HOusehol d Goods 42 Broad St. Newville, PA 17241 D' 11 T(Rr.:l>Tl'l ,,'~~o_ v_ Adult Household Goods 524 Bosler Av'" Lemovne. PA 17043 FREIDA BAKER McKILLIP Niece Yes Adult 1!';100.00 Benuest 209 HilI top Rd. , R. D. #1 1/11 th U.s. Bonn s Boiling Springs, Pa. 17007 1/14 th Residue MARY BAKER "'io~o Vo~ ,-,.., L 5100. 00 l'\",n"o~~ 104 E. Louther St, 1/11 th u.s. Bonds Car1i!ll.~L PA 17013 1/l4_th. Residue ------ .__________n.._ -,,_.~_.---_..- -.----.- .-. ELIZABETH KEGRIS BURl< Niece Y"'s 11....1 ~ <:1 00 _00 Beqllf'R t 2134 Dawlev s+- l/11th U. S, Bond! Orlando. Florida 32806 1I14th Residue BETTY KEGRIS CAMPBELL Niece Yes Ad"lt <:1"".00 1760 Thornton Ave. -------.---. -.-------. ---'- lLUtlL.Il._S----B.and: Ti tusville, Florida 327 BO ------- 1/14th_Residue._-- --~---- --..----....--..--- .-.-.--- --_.+._---~- ELIZABETH BLYNN EWAN Niece Yes Ad"l+- $100.00 Bequest 109 Oak Lane lLlUlLIl. S . Bonns Shippensburg, PA 17257 lill..th.-Re.s i d ue BEATRICE BLYNN CAMPBELL Niece Yes 1IduLt $l.OO'...OJL.Bequp R +- 47 N. Harrison Ave. J./ll th U.S. Bonds pi ttBburqh. PA 15202 1/14th Residue VICKIE McCONNELL MONN Grandniece Yes Adult ~1 "". (]O ,~+- Route 1, Box 5090 1/14th residue .- --------.-- . Grantville, PA 17028 ---.----. -. - The above beneficiaries are living at this time except for the following: ------ DATE OF DEATH NAME .------------- ----.---..-.--'--.----- ---~-,.- EV-454 (I-BOl _ JMMOII.'W(At m OF PENNSVLVANIA , DEPARTMENT OF REVENUE Tl1ANSF;;R INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY DWNEO PRDPE RTY t* (Instructions an Reverse Sidt.') state of Ru'rH H. STONER :M TOTAL PE VALUE OF DEPARTMENT R ), DESCRIPTION MARKET 1, DECEDENT'S VALUATION VALUE ~ INTEREST (Official Use Only) , 1. Series E Bonds - decedent or another individual - These bonds are fully taxable, same having been held in a safe deposit box registered in the name of the decedent only. See Exhibit B attached as to joint owner, dateB and value - 5,B71.8B 100% 5,B71.BB !. Series E Bonds - Vicki L. McConnell or decedent. All held in safe deposit box registered in name of the decedent only. See Exhibit C attached as to dates and values - 317.09 100% 317.09 , -- TOTAL THIS PAGE 6,lBB.97 t~/i!.'17 ALl /v..- ~ ~ J ~ i>: ~ ~ 0 ~ >- >- ril s:: ~ >- z Q) ...:i 0 :> 51 :z E-> .0:.0: 0 tIl ril ~ Mp., ~ '" . Q) ::> :Il ~~ P U. ...:i '" :Il ~ 0 e; :Il>' - :z M 0 U I i>: CXlE; - 0 ~ - M MQ) ~ ~ CXl ""..:I 0 I 0 ~ i>: M ~ ~ f-< N 0 '" 0 Z Ul '" >- f-< 0 d Z '" f-< ~ f-< ~ 7. 7. 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" . /'-"- -=::-- -; . --" <, __~ '""'"--'l , ' ~ 0 () , 1(1 - '1 "-' ~~ ,/)- -')',! tltu. n- 91fok1 ~ ~4:b · ~ (1--(' . ';-1t, ))/U u~()~, ~.. .:1.- 1.r ._ ., /.', il'l . J-() (), I'~ 7 / - t (/ llo , 5'D c. 9 -7'1 - V 3 L/ 2.. 0 "rDt), 7.'1/ - (.C/!,..Vc' '._~,....,..p .... ~ ,s-~() I 1/-7'1 - ,tJ3 1,Z 0 I .rO{J. 7-11 _ t,C;~.t./o " , I Sf) O. 1-71 - & </7.['C' . i. &.O(), 1-1~ -- c:< '-/ '-/.9& A .).tr'. 1,2, -- '1.J - ) ~ ?,!:;J- &, , i. ,(() (). .3-73 <=>? 3 s> if' A .2.trO. , -7'f ;; ~ t. 9..2... .';"'00, 1.2 -7.J -- ...) ,}J>. S (, ~ J.O(). (,-7'f - ,;);)(.1,).. .,/~, '1-1 J.., /,;(vt'if j /trC,7-7L- / .{.,). '1'.f __0____..._____ To fA L S'i!7/ ?i? 7f.i;I,-:'ii~;rB' " /I . II II I, " 'I " " " ~~L/a +/Lb " II .JJ IL. " " " I, " "" N. II Ij #-r' ~~ '1 I, " " 1/ " " " I, vr ~tf. ~F '1 I{ I, It 'I I, "I, I, " " II /~ ~I .(k'L-lf:./ ~ H, ;1I.i..A.t:y I~,f'.,~ ~~ .A&h~~, ~uA '1 'I '/ " " " " " .~.~" \ ~ . . It" .. , ..t.S'; }." t, _ '1.'1 J'O ' 1.;(,:'-. .2-(,.0' _ 5/.;</(,,/ ~ .,u; 1~, if- '1).'/1- .~ ~,;. ~ .<tS; "! 1-..(.' _ 3'/.) 9, t-~I ..l/f'.~-I {,-,,:J...~. it, 5? / 7-'J - '/'/. 73 / ~. ' ,( t.:\..: . ... ""S; 0\'. ~ ~ i l""" ,:..... ..~, .. -.,...-. ., fC/4L <=5'/7 c C; ~ i'. Pk ~.,....-?U.u. " '. 'I " " " '1 " " " " '/ II " " ., " " " " " II " " , I' /, " ., " o ~ ~ i i j r r I r , r i ~i' ~ ~ ~ >- Q) ...:i " Z ~ r; Q 0 >- r.. ~ i<l Ql Q -0: tIl 0 '0 ::l ..., ,..; ~ ...:i CIl Q) ~ ,..; :s r.. ::c Ql U Z ::c .0 .. - 0 .<: 0 ~ l'- - ..., CO S N ,..; l'- ~ " ,..; Ql U 0 0 0:: ... ...J N ~ ~ 0 I.. 0 ... 0 '" Z 0 , '" '" >- '"' d - ~ z '. z ~ f-< ~ Z ...:i d - 0 ;:; ~ z ::<: ~ :::: Cl ::l u " ~ ...:i Z Z Z - ~ '" ~ 0 0 ~ ~ i<l U 0 '" :3 ,. ! .. . "REV.455 (1.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INflERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS . ... . d. .......... - .-.---'-----_.__...---~ Estate of RUTH H. STONER Date of Dl,ath February B, 1981 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOllOWING: .-----------==-;;:;;:==..;.:.;.. File No. 21-81-109 Claimant Relationship to Decedent - - - .--. .. - - = ITEM DATE NAME OF PAYEE REMARKS AMOUNT NO, 1 Reqister of Wills Letters & Short Certi Hcates 67.00 2 CCNB Bank, N,A. 2.50 3 Cumberland Law Journal Advertisil}g Letters 18.00 4 patriot-Eveninq News Ad vertisinq Letters 22.50 5 Ml1~selman Fnner"' U~m~ ",. "lJ:xp.ens.e ~ < ,<? an 6 Landis Jewelers, Inc. Jewe1rv APpraisal 30,00 7 Dan Barninqer & Assocs, House Appraisal 100.00 B Family Physician AssocS. Decedent I s Account 60.00 - 9 R, J. Romberqer & Sons Marker Letterinq 3B.00 , n Tax Lemovne Real ES,?f7iTa> 124,' R Stanley Sheaffer. Collector Borouqh- billed. 1 81 11 Riverton Water Co, Dgrr~IR~'I/~c=o~~~/B1 9.40 12 Automatic Oil Heatinq Corp, Decedent's Acct. 2/16/81 204,34 13 Lemoyne Borouqh - Sewer Decedent's Acct. -10/16 - 1/15 16.00 14 P.P. & L. Decadent's Acct, 1/12 - 2/9 ' <. q, 15 Pa. Dept. of Revenue Decedent's 19BO income tax 193.86 16 Internal Revenue Service Decedent 1 s 19BO Income Tax 84B.00 17 Riverton Water Co, Final Billina 1.46 IB Lemovne Borouah - Sewer Final Billina 16,80 19 Automat-if' Oil Heatin'" Corn. Final Billin'" 142.52 , 20 P. P. &L. Feb. Mar. & Final 14.81 21 Reaister of wills File Inv. , D&D & RCC forms 9,00 22 Notarv Fees All documents 4 00 23 ",ace BaKer ~Bert; .Exo~,,"~; noC ;cc;~n 6,900.00 ,ilrainia Ke~~ts Ruth Kearis tJeehlinq TOTAL THIS PAGE I 12.169.18 Claimant's Address I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of adm~n;slration submitted ti:?e, estate as ded,ucti~ns ~or Inh~ri:ance Tax :urpose~, _ . vt6-" ~ -1'),... 16'LL . /.,..c/ .. } ',J ~j,.-r. ' 1 ;"y V, . i/" v/l...//. {,L....(.(r... 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UJl1lal:l XP.l aoup.l!'aqul alii WOllM ql!M SIl!M jO JaIS!6al:l aql jO le^oJdde aql OllOa[qns aJ? amsa ue Isu!e6e paw!p.lo 6uiaq slqap 11'11 'Ja~Jew aAeJ6 JO auoIsqwOI 'IOlle!Jl1q e jO ISOO aql 6u!pnIOU! sasuadxa le!,l1q pue leJaul1j 'saaj AJp.!ol1p!j 'saaj AauJOne 'UO!leJIS!U!Wpe jO ISOO alii 6u!pnIOU! alqeUJ!elo aJe SWal! JaqlO 'alelsa .10 luapaoap alii Aq paJJ110U! slqap 01 UOII!ppe ul 'alelsa alqexel Jaq/s!1I1su!e6e alq!lonpap aJe 1I1eap Jall/S!lI 01 Jo!,d luapaoap aLJI Aq paJJl1ou! sa!l!I!Qe!1 pa!js!leSUn NOI.1Vlo\Il:lO:lNI XV13:>NV.1Il:l3HNllVl:l3N3D , Inventory of the real and personal estate of -IDl'1 Il. :=:rcNr:T1 1. Real Estate - No. Ufl llul11JT1el J\venue, r~emoyne, PA - J\pprai~e~ value 2. Household Conds - 3. 2 - TeJ.nvinion ;,ets (co) or""l) .- ~) \;(1. 11(' c:1ch 4. Refri0erator 5. .Jewelry, wr.1~st l1atch Dinner Ring .. Diamond Rin<! - Yellow Gold Rind - PinJ~ Synthetic: stones - 6 . Ilank i'\I~coun t" : CCNB t,i'l f'I.k I ..~. .~. . ---.,....--------. Chec)~J.n<]' J\l~COt1nt Po. 873-70.1-1 Certi~icates of Dcno8it. No. 53-0126'3IT--'-~--' No. 53-0126312 No. 33-0022072 No. 33-0020084 No. 036-0019749 Dauphin Dnnosit PanJ.: & Trust <:ll1"l)JIlV Chcckino ,'\CCOUllt No. lJ2-20-8'iOG certifi~ates of Deuasit No. J.2-:i3-ooD80 February interest ell,".;1: No. 13--32..0227'i3 No. 12-03-72505V No. 12.-03-.725090- No. 13-03-729832' No. 13'.07-701373' No. 13-03-72772~ No. 13-33-001219 February interest check 2/1/81. No. 13-03-013953~ 7. \~est Shore Savinos & :'0,111 JI.sscciation SPC 15-D.-1380 -- Certifi"ate :'10. 007 B. 253 shares Dauphin DapoHit ':'.'rust Cor,pnny Common Stock @ ~; 30.01) niGh 9. Bell of FA - refund 10. c,araC)'e rent - .Jan. & 1"e)). 0 $35.00 pima 11. Series E nond - Series E Bond - Series E nonel - $1.000 - fl/56 500 - 7/78 500 - 7/78 deceased 12. nerio!] F Bonds - Sen att<1chp.c1 n)(h.ibit~ ^-. 1\1. N 712 for elates an,1 values - . -," -j 0" r"" 86 ~~.III ..... v ..(,- TOTAL 42,000 00 1,500 00 200 00 250 00 5 00 2~8 75 210 00 7 80 2,277 12 9,190 54 10,305 79 4,069 19 3,029 38 3,019 94 3,606 04 3,0('4 33 no 79 23,106 6J. 3,033 41' 3,046 8R' '1,018 18' 2,021 89' 3,040 14. 5,011 42 50 84 2,021 46- 5,094 76 7,740 00 2 76 70 00 2,2% 00 422 80 422 80 22,526 84 165,87) 46 COMMONWEALTH 'OF PENNSYLVANIA COUNTY OF CUMBERLAND I. J 55: ___~ Baker ~~;_ Vir.m,n;iE_J~",m::g;_J9Q.t-2__an(1 Ruth Rem-is ~~hlinq being duly ~.cu __ according to law, doposes a"d says th.t the y ",." ExecntriC"" _____._____ of the Estato of mmt H mYllRTI late of _Borough.ofImroyne _._______, Cumberland County, Pa., deceased and that the within is an inventory made by ___~hr->m ., the said F:"""n~r;_!'l of the entire estate of s.id decedent, consisting of all the personal prop.rty and re.l estate, except real estate outside the Commonwealth of Pennsylvani., and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. !J- i.3 Ir. 1Jf;:j----" . S\o.r.lmto ,<~.~,~*G'~~, -;;r..,;..~'~.1! ~ and subscribed before me, J1F?; ~r?~E/ (/ S~t.w c/. 19 ?(I ()~.....v...~'- '~~.\o.._._ NOTAR~ PUrlUb.J ~ !iy Coll1lDlosiClll Expire, Dec. 21, lllBl Lemoyue, Pa. CUlllberl.Jnd Cou.cli Addrlu Date of Death R~h Day .Ecl:1.J:JJ.a ry Month lllB1 Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative, 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. M .... 0 r-- ..... Cll .0: r:: :>, p.. 0 .,; >- e ~ . I- W C) ~ Q) '" ~ '" I- 0-1 ~ r:: w <: ~ 0 "- I- ll: u .. >< .-l 0 III !2\ .... ~ >>0 0 C '" I w '" w 0 " ..", .-l ..... J: "- LL 0 ~ "- eQ) I- -' :;.... <Xl Z -' <: 0 E< .<: "- I W LL <: w UJ 0, ;: .-l > 0 '" ::l ;:. <: . N Z 0 + Ll'\ Z 0 C I C :r: 14 ~ N III Z 0 0 .... .; '" U Z w <: ~ 111 ... "- '" ~ p c 0 ~ p; - ;: III 0 . -" '" -" . .. E 0 0 + .! ~ ~ 0 -' U u: III ~ . p.. PRINCIPAL DISTRIBUTIONS TO BENEFICIJ\RIES Tg:: Dessie A. Keqris _household qoods - one-half T Margaret Baker - household goods - one-half TO: Ruth Kegris Meehling - diamond rinq TO: virginia Kegris Teets - watch & diamond ring TO: Phyllis Baker Bowman - ring with 3 rubies TO: Ruth Kegris Meehling - Television set TO: virginia Kegris Teets - Television set TO: Grace Baker Dysert - Refrigerator 7g8'00 7 .00 248.75 215.00 7.80 100.00 100.00 250.00 TOTAL PRINCIPAL DISTRIBUTIONS $ 2,421.55 INCOME RECEIPTS Interest earned on Check N' Earn account .from March - 11/20/81 TOTAL INCOME RECEIPTS 364.07 161. 51 2,807.89 2,957.25 2,000.38 295.25 167.70 1,186.11 1,631.39 35.00 $ 11,606.55 - Interest on Check N' Earn Account from March - 12/4/31 Interest earned on certificate of De1?osit No. 12-25-801794 - 6 months Interest earned on Certificate of Deposit No. 12-032-0803457 - 6 months Interest earned on Certificate of Deposit No. 12-32-0803464 - 6 months Interest earned on Series E Bonds to May 22, 1981 - date cashed April Dividend paid on Dauphin Deposit Stock Interest paid on Repurchase Agreement Account Sept. - $631.94 - October $554.17 Interest earned on Certificates of Deposit to redemption dates - Garage Rent - March eCUK 109 P:l:: 88 -4- ~ [:;~5 :;J~~ ~~;::; '" ~ 00"\ o Z - E-<,., 0~l>:1 ~ ::0,., ~Socx: o UI U .-i _ N [>.,OC/) o~~ci ~I~z o(jo 1 \}If\'~,~ I- "'Il ('1 'II' .." : . . 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G "" .2 .':': -" w ~) , = .. . ~ ~ DISTRmUTION - CONT'D TO: RUTH KEGRIS MEEHLING Cash Bequest 100.00 Illlth U. S. Bonds 2,536.73 1/14th Residue - cash - $4,652.56 Less Inheritance Tax - 34.28 4,618.28 7,255.01 TO: PHYLLIS BAKER BOWMAN Cash bequest 100.00 Illlth U. S. Bonds 2,536.73 1/14th Residue - cash 4,652.57 7,289.30 TO: VIRGINIA KEGRIS TEETS Cash Bequest 200.00 lll.lth U. S. Bonds 2,536.73 1/14th Residue - cash - $4,652.57 Less Inheritance Tax 1,026.42 ~3,626.15 6,362.83 TO: FREIDA BAKER McKILLIP Cash Bequest 100.00 1/11 th U. S. Bonds 2,536.73 1/14th Residue - cash 4,652.57 7,289.30 TO: MARY BAKER Cash Bequest 100.00 Illlth U. S. Bonds 2,536.73 1/14th Residue - cash 4,652.57 7,289.30 TO: ELIZABETH KEGRIS BURl< Cash Bequest 100.00 Illlth U. S. Bonds 2,536.74 1/14th Residue - cash 4,652.57 7,289.31 TO: BETTY KEGRIS CAMPBELL Cash Bequest 100.00 Illlth U. S. Bonds 2,536.74 1/14th Residue - cash 4,652.57 7,289.31 TO: ELIZABETH BLYNN EWAN Cash Bequest 100.00 1/11 th U. S. Bonds 2,536.74 1/14th Residue - cash 4,652.57 7,289.31 e:CK 109 i~G[ 91 -2- () ~J~- c5 -~~J '" ,~~rT1 .n '" :,;? ", ('1 , ::.) ~ " ~ ~ 0 '" - " <- '-' Z ~ '"' ~. '{; - 0 ~ " en ~ - ~ - - ~ f:J "" z ~, - ~ - '- I -= c -, .. ~ Z 0 "'I Cl 0 c j c- , ~ 0 ~ "'I H " '"' 2 .- ..- " 'n -= H "" ~ tJ) E-< .c " ~ C ~.I .:~ ell ~ tJ) 0 ~ .0: ::J 'B ., " ~ ~ .: ~ H .0: "'I III ~ ~ - ,- ~ . ~ 0 c;.,. , = t :> ~ H "'I >< U "" H - C - 'J] " ... ~ -H H I:-< "'I 0 p:: " ,. " ~ t f<l . ~ u r: '- :; ~ E >< Cl '" >< - 13 Cl E-< 'E .;: .-. " (' t '" I:-< 0 E-< p:: "" E-< tJ) '" " " " ~ '" " " .S .J ~ i ~ . ~ 5 E-< .-i tJ) ~ 0 0 Z H 0 (j~ - ~ " - , p:: I "'I U .0: eJ Cl ,. .. ." ".I. -x::: ~ S - "'" :;<.......:,. CIi z Ul 0 I:>.-i 0 lI: H '" E ,.'. :,) " ~ "" . 9 . f:) U 0 co "'I E-< l'J Cl Z ~ Cl ~ '" " " 0.. s) '0 ~:U 0 ~ U I lI: tJ) I:> Z ~ "'I .;:: "' .' " .q ~ ~ ., ~ Cl .-i E-< ~ .0: .0: tJ) ~ - 'I ,. ~ K~J . ~ c ~ ,S 0 ~~N ~ H ~, 0 '- 'r, 2 CJ r - Z lI: 0 >< tJ) P< ~ ... " ,- ~,........- CIi " P- o ., ~ ~ , H Pl "'I tJ) ~ .c ~ ;:i ~ :, ~ 0 lI: 0:1 Z ~ " c ': :; - ~ 'fr III "'I lI: Z E-< "'I :a: Z P< >. .. -:1 " ~ .... "" '" ] :-2 ~ ~ Il; ::J lI: :::> "'I 'E c_ ", p:: p:: E-< U Il; i:j - >, ':} (l- I:> 0 ~ '" <. c' - ~; ~, ~ " E u u ... :- ~ C u - .. - - c- .:: .' " if, ;.: .' '- ~ -= ~ ~ .:!? ~ - ,. . ~~ ,;) .r. '!:! .. .. .. ., 't .~~- T;jt;~ COMMONWEALTH OF PI;NNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF EXAMINATION P, 0, BOX B327 HARRISBURG, PA 17105 NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ACNZ 0 1 DAT~5-12-06 ESTATE OF STONER RUTH H FILE NUMUEIi 1 81-0109 DATE OF DEAT~ 2:- 08-81 COUNTY Cu ~ B ERLANO NOTE: TO INSURE PROPER CI1EDIT TO YOUR ACCOUNT,SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY, MAKE CHECKS PAYABLE TO "REGISTEll OF WILLS AGENT." V.lR GI N IA K TEETS PLEASE RETURN THIS 121 S 3RD 51 PORTIONTOREGISTEROF L EM""NE PA 11043 WILLS IF PAYMENT IS DUE U, AMOUNT REMITTED S ~f~!~~~~G_T~~_~~~______~~~~~~~~~!~~~O~~~_~O~~~~~~~~______________________ NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEOERAL ESTATE TAX RETURN ESTATEoliTONER RUTH H FIL621 81-0109 Ac~01 DAri15-.12-86 NUMBER ESTATE TAX DETERMINATION AND ASSESSMENT 1. Credit For State Death Taxes as Verified 1. 696.39 2. Pennsylvania Inheritance Tax Assessed 2, 20,178.48 (Excluding Discount and/or interest) 3. Inheritance Tax Assessed by Other States .00 or Territories of the United States 3, (Excluding Discount and/or Interest) 4. Totallnheritancc Tax Assessed 4, 20,178.48 (Line 2 plus Line 3) 6. Pennsylvania Estate Tax Due 5, .00 (Line 1 minus Line 4) ... TAX CREDITS: Payment Dale Receipt Number Interest (.) Amount PDid Total Tax Credit Balance of Tax Due Interest . . . IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION Of AODITIONAL INTEHEST T010I Due (II Bolancl', Due is less than S1. no payment is reQuiredl Purpose of Notice: To Remit Payment: Refund (Cfl!: Interest: ,\.' Objections: Adm"inistrative Corrections; [c; rldLli III<' 1t''i'1irl'IlH 11h lJi Si'I"liull 17.1:; (ll) \)[ !h,~ IfllH~lllilllce <lnd ESliltf! Ta.x Act of 1982 (72 Pil. c ~), ~)I'UlIll' 17-15 (1.1)) iIU;jCI11!1l' l.op ~H)llIlHI ui lill<; I\Jn(jcl; ;,11(1 ~lIhnll! 'J'Ji\h Yllur PdynWIl\ to lh.; RI!~ljster of Wills e ^,il!I"~'\ Illfl)lllllJ(lutl I.' ~i,;t"i! 011 11,1(1(" 1:11lf till- Il(j(lkh~t, '"IJlSllllctiom for Inlwl'i1i1l1t:1! Tax Retum ~U( d HI':-,Idl~tll [kc'}dl~ill " o M;d\1 c!H>d: Ut lil(II1('y 1)1(~1'1 P;iYdhll: to H(!uistur 01 Wills, Agent. l\ t(~;L!lld ql ,I (.IX Cr,,(j'1 l1\dV ill! 1\'qlll'SlI~d lJv C()lllpll~IIfIU dll "Applic,ltion for Refund of Pt!rlllSvlVilnia !t1I1<~ll1iifl(;l\ ;lIhl [":'i!:1!(, r J"" (hI! III nr=V'1313). Appllc:ll1om ,In,~ i1Villl.11JIe <11 tlw Office of lhe Rl~gjstcr (If \VIII~" ,alIV l.lf llh' ?/l H,H.'i'lllli' DisUic! Clflir:t~s, (J' flOlTl tIll! Dc:pJllnwnr's Forms Smvice Unit by ',JIIII\q U'17\ 2:n ;l/1t13 Pl:'lIlWI';dlll,! C',ld1,' Td:, bilol'd UII 1!1o' Fl'ch'ldl Est,.!II' 1';,1;'; r'(,lUrlll>l~COl1les uelinquelll at till' l.!xpiriltiol1 .:d hljhll'('); 118) monlh:; 110111 ddli' of d(~dlh. . 1111l~n)',1 is c.llcuJdtrd all ,; tlllilV lJusis Jlllll~ follo\'vinq ratc's' Ddinqutrr;t Dine Annuill Interest Rille DlIily Interest Factor S/27"I::: In .I\ld 1l,I'ludin'l L!'31 /81 1/1/82 to dil(l incluoil'q 12'31182 1/1 iS3 to illlrl includlllq 1 :?/:~ 10'113 j,!li8-'llu dll'lll11:llIdinl] 1;).'3Il84 1/'1:'85 to dl1d lI\cludill;jl?/31/85 w.:;, 20':;, IG'S, 11':(, 13% ,000164 .000548 000438 .000301 .000356 · 1:',liJ1I'~ tll;,i~ b"I:.illH! delinqu0.llt on 01 lJPhlll~ Dl'cc~mlwl 31, 1981 wilt I1lJint<lin a COllslilnt interest I;J\(~ untillhc d,~l1flqui!,1t liO; fJilllllTCI! I~ piwllll full. · [~ldir:', 111,~'1 1)I~C'llll(: (JI~iitlqlJ('!l1 OIl Dr dftl;1 Jalluaryl, 1982 i.lH' sulJj(!ct to a variable interest rate j t1<il ClldlHle~ t'Jell Cilll'ndar yl'JI, . lr1li~I(~',t i', c:ilClildli'd d~. ((Jilll','\:-S: INTEI1EST' BALANCE OF UNPAID TAX.\ NUMBER OF DAYS X DAILY INTEREST FACTOR -9 /\11Y N'JljCl~ j~~ut'(1 i1!11~1 111<.' lilX 1J1:C()mi~'; delllHI\Wrlt VI/ill r('fll~ct all inllllcst calculation 10 fiftccn 11fl\ I;ay~ hevond Ih,; rl.lt!' (d ~hl~ ,hSI!5'\Il1Cnt. If PilYllH'1l1 I'; made ,Ifle, the interest computJtion 11,11(' SI"(H\'11 (1111111' NUlICl', ;!ddil'OI1;d inl('I(;~! 11111~llll' calculilh'fl. 1\11'1 Pdll\' 111 1!)[C:i"o! II!)! :;,i\i,;I,(':I \\'1111 111\; di'rl~tli"lIlldl'on I~I ;jS~(~(,SI11l.'nt of tax (includinq inlt~!'cst) ilS SIIO'i,''-1 ',I: illi'; 1\11:1:CI' il\.!\' O!lji'ct 1,'\.'1 I lliiI :.IHV IGaf diJYs (J] Ict:(~ipl of Ihls NOlic!! as follows: Iri \';1"\1"1"1 jlIUl\",1 tl) lill: f)1.'lldlll11('l1 nf fi:";CIHfi', nOilld nr APPI~ids, P.O. Bo).; 187<1, Harrisburg, r)^1/10b(H~ lJY ekclioll lu 11;II.'l' 11~f 11:,:1iII'1 rf,'li'lllllI1Cd .11 111>' iwdit of the account of tlw P(~)!'or1U1 repre. S'.'illdli\l,} OR IJl,' dfll'('.'JIIO tI'l; Olphdl.~' C'!L 1 'lc~();iI Ul01'; dlsr:i")\'I'I'td Uli t1i;'; d'll't'llllllil\IC,11 ;1\111 \1<;Si~SSnH'Jl1 SIWllJd tJv ilddn's~prl III w,itinu to: I'A [)l~P,lIll'll~ld rd Iif'\,'I:ll:ll,', [~IIl{;illl n; \'.X,lIlllllillIOIl, p, 0, 8m B321, H<lHiSbllr!l, PA 17105. See P,I:'" '3 ill tilt' 1,'(1'1/-11'( "111:otIIIClI01l~ IOi l,dWlltill'lCl' lJX Return 101' il I~csident Dec{~dent" for an ex. ,i!dll;ltin" '11 ,,,II1liI1i"'ldil'..'IV Cl;lIU:I;l!J11' "I!'!I~, PURPOSE OF NOTICE: To fulfill the reqUIrements of Section 1745 (bl of the Inheritance and Estate Tax Act, Act 255 of 1982 (72 Pa. C,S. SecHon 1745), Detach the top portion of this Notice and submit with your payment to the Register of Wills. --Address information is listed on page 13 of the booklet, "Instructions for Inheritance Tax Return for a Resident Decedent." - -Make check or money order payable to: REGISTER OF WILLS, AGENT. REFUND (CRl: A refund of a tax credit. may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (Form REV-1313l. Applications are avail.able at the Office of the Register of Wills. any of the 24 Revenue District Offices. or from the Department's Forms Service Unit 24 hour Forms Ordering telephone lines in Harrisburg - (717) 233-3443. in Philadelphia - (215) 351- 2065 or in Pittsburgh _ 14121565-3601. PAYMENT: OBJECTIONS: Any party in interest not satisfied with the assessment of tay. as shown on this Notice may object within sixty (60) days of receipt of this Notic;::e as follows: by written protest to the Department of Revenue. Board of Appeals. P.O. Box 1874. Harrisburg, PA by elecUon to have the matter determined at the audit of the account of the personal representative by appeal to the Orphans' Court 17105 OR OR ADMIN- ISTRA TIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue. Bureau of Individual Taxes. P,O. Box 8327, Harrisburg. PA 17105. ATTN; Post Assessment Review Unit (717) 787-6505. See page 3 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" for an explanation of administratively correctable errors. Additional Pennsylvania Estate Tax assessed as a result of a change based on the Federal Estate Tax closing letter becomes delinquent at 1he expiration of one (1) month from the date the final notice of the Increase in Federal Estate Tax is received, Interest is calculated on a daily basis at Ihe follOWing rates: Delinquent Date 5/27/43 to and including 12/31/81 1/1/82 to and including 12/31/82 1/1/83 to and including 12/31/83 1/1/84 \0 and including 12/31/84 1/1/85 to and including 12/31/85 1/1/86 to and Including 12/31/86 Taxes that became delinquent on or before delinquent balance is paid in full, Taxes that became delinquent on or after January 1, 1982 are subject to a variable interest rate thai changes each calendar year. Interest is calculated as follows: INTEREST: Interest Rate Daily Interest Factor 6% 20% 16% 11% 13% 10% December ,000164 ,000548 .000438 .000301 ,000356 .000274 maintain a constant interest 31, 1981 will rate until the INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -- Any Notice issued after the tax becomes delinquent will reflect an Interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, addilional Interest must be calculated. fll;,.....!)1/{l1../1I1 COMMONWEAL TH OF PEHHSrLVAHIA DEPARTMENT Of REVENUE BUREAU OF FIELD OPERA TlONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDEN~' DECEDENT * 'fJiIJr DATE Mi;1Y 6, H.128 1_ APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby mode for coosent to the ',under of Ihe folloWIII\! ,ewrities 01 a Pennsylvania Corporation or 0 Notional Bonking Association located in PennsylvanlU: (oL 258 ___(b) ___PJ\U!'.!!!.!tDEP()~~T.-'l:.!.~!J.i?'.rc.Qi:l~J\NY _ (c) CornI1!QE - u______ (NOTE: In describing securities enter in (0), ab Ole, either the number 01 shures of stock or the face amount of registered bonds, in (b), the nome of the issuing company and in (c) the doss of stock or the stated inferesf rote Dnd maturity dote of registered bonds.) 4/20/71; ISSUED ON 9/18/72; 4/13/?~nd having 0 TOTAL MARKET VALUE OF $ .7/_74~~Q_-.___-_-__ (Date) os of the dote of death of the decedent, Rm'H H. STON~______._ _________., on_.~<:i?ruary 8, 1981 (Name of Docedont) (Oat6 of death) who was late of 418 Hummel Avenue ._!-~rnoY!l.~___ (Street and Numbor) (Post Office) c.unU;l~r~and _ ______ PA____ (C"UI)ly) (Stuhl) The securities ore registered os follows: RUTH .I-\,__eTOlj~!< .- ---. -- ------ (Namo or nomos in which co,li{icuhl5 ure rt~QI5tered) Grace Baker Dysert - 418 Hlnnre1 Avenue, Lerroyre, Pa. 1.7043 ADMINISTRATOR) ~th,~gri.s ~hling -- 124 Dihedr~ Dr., Baltirrore, Maryland 21220 EXECUTXlR ICEll----vttgrn:ra~-s-'i'eets-~+2i- S.-'lhud -st., remr.mrJ.~ra.1 9043---.------ NAME OF APPLICANT _My~!'.~ I .M.'y~J;.~L Flower & Johnson COUNTY FILE NUMBER 21-81-109 ADDRESS OF APPLlCANLE.Q, ~QJ(_U21_LernOYne-,_-paJ 704; BUREAU FILE NUMBER SIGNATURE OF APPLICANT - '\d~h/L- NOTICE: IF YOU FAIL TO PROPERLY FILLIN ANY PORTION OF THIS APPl!~'I'itIN, tr wllilej{eT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE CONSENT TO.TRANS.FE~~~~~.RIII.~~ ~ ~ / 1%( D A T_ .u {!?tj.a!..jJ /~' I hereby consent to the transfer of the above securities now registered in the nome of the of re~d Decedent and waive the filing of 0 certificate certifying to the payment of the trollsfer inherifailce tax to which the property of said Decedent is mode subject pursuant to the p,ovisions of t\'e Act of June 20, 1919, P.L. 521, os amended and the Act of June 15, 1961, P.L. 373, os amended. This is ulso in accordance with the provisions of the Act of April 9, 1929, P.L. 343. This Consent to Transfer the herein described property operates only in reference to the eslote of the above.nomed Decedent. Si9Ile~~fO 1e Secretory 01 Re~ena . ,. /1 /) .' ) By___ _ ."'(./01 r.::..._.. ~- ff I {gnol'lJ' & Y J;;3 I ?mte~ ( I ) ( ounty) the removal of Grace Baker Dysert signed by Sandra A. Nicholas is attached hereto as Exhibit "All. 4. Virginia Kegris Teets, the third appointed Executrix of the Estate is now deceased . 5. Administration of the Estate of Ruth H. Stoner is complete, with the exception of the administration of the real estate located at 418 Hummel Avenue, Lemoyne, Cumberland County, Pennsylvania, in which a Life Estate was granted under Item XI of the Will of Ruth H. Stoner to John and Grace Dysert, and in which a remainder interest in the property was granted to various nieces of Ruth H. Stoner. 6. Grace Dysert, by her Power of Attorney, Sandra A. Nicholas, has indicated a willingness to agree to the early termination of Grace Dysert's Life Estate, her husband John having previously died, in order that the property at 418 Hummel Avenue, Lemoyne, Pennsylvania, can be sold to a third party for $75,000. 7. All of the surviving remaindermen, being nieces of Ruth H. Stoner, have consented to the early termination of the Life Estate of Grace Dysert, and have consented to the sale of the real estate with the distribution of the net proceeds of sale among the eight (8) surviving nieces of Ruth H. Stoner as set forth in Item XI of the Will, including Grace Dysert. - 2 - Copies of the Consents of the surviving nieces to the proposed sale and distribution of proceeds are attached hereto as Exhibit "B" and are incorporated herein by reference, 8. Petitioner, as Executrix of the Estate of Ruth H. Stoner, is willing to execute a Deed conveying the real estate located at 418 Hummel Avenue, Lemoyne, Pennsylvania, to a third party buyer, and to distribute the net proceeds of the sale after payment of the expenses of sale, which would include transfer taxes and inheritance taxes, as long as a Court Order is entered approving the sale and the proposed distribution. 9. By reason of the aforesaid, Petitioner hereby requests the Court to authorize the early termination of the Life Estate of Grace Baker Dysert in the property at 418 Hummel Avenue, Lemoyne, Pennsylvania, and the sale of the property for $75,000 to a third party buyer, pursuant to a Deed to be executed by Petitioner, alone, on behalf of the Estate. 10. Petitioner further requests the Court to enter an Order authorizing her to distribute the net proceeds of the sale in eight (8) equal shares to: Grace Baker Dysert; Phyllis Baker Bowman; Elizabeth Baker Bowman; Betty Kegris Campbell; Marie Blynn; Elizabeth Blynn Ewan; Beatrice Blynn Campbell; and Ruth Kegris Meehling, all in accordance with the Consents of those individuals attached to this Petition as Exhibit "A". - 3 - Exhibit B CONSENT I, BETTY KEGRlS CAMPBELL, being one of the nieces of Ruth H. Stoner specified in Article X of her Last Will and Testament dated September 7, 1979, which Will was duly probated by the Orphan's Court of Cumberland County, Pennsylvania, hereby consent to the following actions to be taken by the representatives of the Estate: following: 1. I consent to the sale of the property located at 418 Hummel Avenue, Lemoyne, Pennsylvania, to a third party for $75,000; 2. I consent to the distribution of the net proceeds of the sale after payment of all costs of sale and inheritance taxes on the proceeds, which taxes I understand could amount to at least 15 % of the sales price; 3. I further consent to the distribution of the net proceeds equally among the eight (8) surviving nieces of Ruth H. Stoner as follows: Grace Baker Dysert, Phyllis Baker Bowman, Ruth Kegris Meehling, Elizabeth Kegris Burk, Betty Kegris Campbell,' Marie Blynn, Elizabeth Blynn Ewan, and Beatrice Blynn Campbell. I consent to such distribution, irrespective of the provisions of Article XI which arguably could support a contrary interpretation. 4. I hereby request the Court to enter an appropriate Order authorizing the sale in accordance with the terms of this Consent. WITNESS: ~ ) r lSciC{t\\~,Ll (0 /./- ' .. . - . j') .~, :,.... /.... ,/ ,,' ';!/7;,tl.:.-I BETTYKEGRIS €AMPBELL , , , I I .GOAIl\Wi'I.'YlEALTII SF PE"!NSYL'.' f~"fL\~~ S'Tto/rt? of FlORIM COUNTY OF IJIfOl(}!rIW On this, the .LIa!!:.day of Or,-kb€r ,1996, before me the subscriber personally appeared BETTY KEGRlS CAMPBELL, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, r hereunto set my official seal. ~ . Notary Public (SEAL) My Commission Expires: ""\~'::'~'" MICHAEL SCIAMANICO ;~f'iti.';~.\ MY COMMISSION I CC459l66 EXPIRES ~:'~.~i July 16, 1999 "'~;kr.:rl-~'.," BONDtOTHRUTROYFAIHINSUfWlCE,loo. ~4:noNl!l:Q)f(!I'J(f.n.w COMMONWEALTH OF PENNSYLVANIA t7 b. /1 . 1;' ') COUNTY OF ti:,^'_ l~l.tI,'c'<- -/ /" On this, the I'll' day of !/:I:.~,1.(,- , 1996, before me the subscriber personally appeared PHYLLIS BAKER BOWMAN, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. 'j, . i. ) {.(.'(.I Notary Public . .. .,-:" .:__/ I~.d I, " f ~ i-,.,;....f II~/ My Commission Expires: (SEAL) Notarial Seal Vicki L, Hopkins, Notary Public West Pennsboro Twp.. Cumberland Counly My Commission Expires Jan, 15, 2000 Member, Pennsylvania Association of Notaries WJ:IC.DOC1t,rTOH!!lI:COI.lI'l'lTnw COMMONWEALTH OF PENNSYLVANIA COUNTY OF F\\\":<~I-."'f'll On this, the J<.c~'" day of C\:\l'h~"'" ,1996, before me the subscriber personally appeared BEATRICE BLYNN CAMPBELL, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. /A ,L. :) Cc yo. 0\ ('u"c,- '< Notary Public Notarial Seal _ j., ! Susan M. Crowe, ~~~::f I"':~I!~ "\ Se:!oVU9 a~ro, t\U?q~&:,.,y, c~.\,n~~ '$ My c~mmis:ion 8.:p:ra.. ~ICJ. :..3. ,..s (SEA:. ,~"",""""";,,",,,cf~ My Commission Expires: WDC:DOCU:rtaN!l:CC1MEHT.nJ.t CONSENT I, RUTH KEGRlS MEEHLlLNG, being one of the nieces of Ruth H. Stoner specified in Article X of her Last Will and Testament dated September 7, 1979, which Will was duly probated by the Orphan's Court of Cumberland County, Pennsylvania, hereby consent to the following actions to be taken by the representatives of the Estate: following: 1. I consent to the sale of the property located at 418 Hummd Avenue, Lemoyne, Pennsylvania, to a third party for $75,000; 2. I consent to the distribution of the net proceeds of the sale after payment of all costs of sale and inheritance taxes on the proceeds, which taxes I understand could amount to at least 15 % of the sales price; 3. 1 further consent to the distribution of the net proceeds equally among the eight (8) surviving nieces of Ruth H. Stoner as follows: Grace Baker Dysert, Phyllis Baker Bowman, Ruth Kegris Meehling, Elizabeth Kegris Burk, Betty Kegris Campbell, Marie Blynn, Elizabeth Blynn Ewan, and Beatrice Blynn Campbell. I consent to such distribution, irrespective of the provisions of Article XI which arguably could support a contrary interpretation. 4. I hereby request the Court to enter an appropriate Order authorizing the sale in accordance with the terms of this Consent. WITNESS: COMMONWEALTH OF PENNSYLVANIA COUNTY OF On this, the \ 'f~\i'1 day of (jc',,,.1:,, ~- ,1996, before me the subscriber personally appeared RUTH KEGRIS MEEHLILNG, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained, IN WITNESS WHEREOF, I hereunto set my hand and official seal. "',. -~ \ "."~ :::.~~.......... .:_":) Notary Public \ My Commission Expires: .1''''l''O--I'::t::''l~t:\':,,:'''''~'.~'1 ,I":~g IV.] OJ I.I.ll....'1l,;11'4""";',,J ...._J. "I Iv.. (SEAL) ~UfOI~a;COI'lE(J.1Uol u RECEIVED NOV 0 4 1996 COMMONWEALTH OF PENNSYLV ANJA COURTHOUSE 1 COURTHOUSE SQUARE CARLISLE, P A. 17013.3387 HAROLD E, SHEEL Y PRESIDENT JUDGE 17171240.6290 October 31, 1996 J. Jay Cooper, Esquire 320 Market Street Strawberry Square - P.O. Box 1268 Harrisburg, Pa. 17108 IN RE: ESTATE OF RUTH H. STONER Dear Mr. Cooper: Please file with the Court a copy of the Power of Attorney of Grace B. Dysert so that it is on record. Additionally, I wish to ascertain that it gave Sandra A. Nicholas the authority to remove Mrs. Dysert as executrix. vrl~uf~o ~~dE. Sh / HES/s1d GENERAL POWER OF ATTORNEY KNOW ALL BY THESE PRESENTS, that I, GRACE BAKER DYSERT, now of Lemoyne, Cumberland County, Pennsylvania, do hereby appoint my daughter, SANDRA A. NICHOLAS, also now of Lemoyne, Cumberland County (hereinafter my "Attorney"), as my true and lawful attorney for me and on my behalf to perform all such acts as my Attorney, in my Attorney's absolute discretion, may deem advisable, as fully as I could do if personally present. This Power of Attorney shall not be affected by my subsequent disability or incapacity. My Attorney is hereby given the fullest possible powers to act on my behalf: to transact business, make, execute, and acknowledge all agreements, contracts, orders, deed writings, assurances, and instruments for any matter, with the same powers and for all purposes with the same validity as I could, if personally present. Without limiting the general powers hereby already conferred, my Attorney shall have the following specific powers which are included in the foregoing general powers: 1- Powers. Bankinq and Financial Institutions; General Financial (a) To deposit any funds received for me in my accounts in such bank or trust company or other depository as my' Attorney may select, either in my name' or in my Attorney's name as attorney-in-fact. (b) To withdraw from and to draw any check or other draft against any moneys held for me at any bank, saving fund, or other place of deposit, whether such account was created by me or by my Attorney. (c) To endorse notes, checks, and other instruments which require my endorsement. me. (d) To pay all debts now or hereafter incurred by (e) To borrow money and to mortgage or pledge any property, real or personal, now or hereafter owned by me as security therefor and to satisfy of record any indentures of mortgage now or hereafter standing in my name or acquired for my account. (f) To have access to any safe deposit box standing in my name or in my Attorney's name for me, and to add to or remove the contents of such box; provided, however, that my Attorney shall not use such box as a place in which to keep any personal property of my Attorney. (g) Generally, to transact any and all business for me with any bank, trust company, or other depository. 2. stocks. Bonds. Securities and Investments. (a) To sell, exchange, pledge, assign, transfer, and deliver to any person, at my Attorney's discretion, all or any part of any stocks, bonds, notes, mortgages, interests in partnerships, or other securities, and any and all personal property standing in my name or belonging to me, or over which I may have any power or control; and to make, execute, and deliver on my behalf all necessary deeds, assignments, or transfers. (b) To register any or all of my securities in my Attorney's name as attorney-in-fact for me. (c) To vote my securities in person or by proxy. (d) To transact all business in relation to any stocks, bonds, securities, or other property in the nature thereof; to deposit the saIne under agreements of deposit; to participate in any plan of lease, mortgage, merger, consolidation exchange, reorganization, recapitalization, liquidation, receivership, or foreclosure with respect thereto; to exercise any rights to subscribe to new issues thereof; and generally to' exercise all rights of management and ownership with respect thereto. (e) To invest in any form of property, all funds and securities held or received for my account, keeping such cash reserves as, in my Attorney's discretion, are n~cessary or desirable to meet conditions as they may exist from time to time. In the exercise of this power, my Attorney may invest in any variety of real and personal property as in my Attorney's discretion appears to be prudent investments, and my Attorney shall not be liable to me for any error of judgment in the making or continuing of any investment. 2 (d) To employ attorneys-at-law and such other agents, employees, or representatives as my Attorney may think proper, and to pay any claims, fees, expenses, wages, demands, or obligations for which I may now be or may hereafter become liable. 5. Tax Matters. (a) To prepare, execute, and file in my behalf and in my name any and all income tax declarations and returns, and any other tax returns and reports (including, but not limited to, protests, claims, elections, consents, closing agreements, waivers of statutes of limitations, and extensions), and to represent. me before the Internal Revenue Service or Treasury Department and any state or local taxing authority with respect to any claim or proceeding having to do with my tax liabilities, federal, state, or local, for any and all years. 6. Power to Deleqate. (a) To substitute one or more attorney or attorneys under my Attorney, to carry out any of the general or specific powers hereby granted. 7. Additional Powers GLanted Pursuant to Statute. The following powers are granted pursuant to Chapter 56 of the Pennsylvania Probate Estates and Fiduciaries Code, as further set forth therein: (a) To make limited gifts. My Attorney may make gifts on my behalf to any donees and in such amounts as my Attorney may decide subject to the following: (i) The class of permissible donees shall consist solely of my spouse, my children, my grandchildren and my great grandchildren (including my Attorney, if my Attorney is a member of such class). (ii) During each calendar year, the gifts to each donee pursuant to this power shall have an aggregate value not in excess of Ten Thousand Dollars or such lesser (or greater) amount as, and shall be made in such manner as, to qualify in their entirety for my annual exclusion from the Federal gift tax as 4 provided in section 2503 (b) of the Revenue Code of 1986, as amended, regard to section 2513 (a) thereof successor provision allowing gifts to with a spouse) . (b) To create a trust for my benefit. Internal without (or any be split (c) To make additions to an existing trust for my benefit. (d) To claim an elective share of the estate of my deceased spouse for my benefit. (e) To disclaim any interest in property. (f) To renounce fiduciary positions. (g) To withdraw and receive the income or corpus of a trust for my benefit. (h) To authorize my admission to a medical, nursing, resident, or similar facility and to enter into agreements for my care. (i) To authorize medical and surgical procedures. This power shall not expire by reason of lapse of time. I hereby ratify and confirm all that my Attorney acting hereunder shall do or cause to be done under this General Power of Attorney. I specifically direct that such Attorney shall not be subject to any liability by reason of any of such Attorney's decisions, acts, or failures to act, all of which shall be conclusive and binding upon me, my personal representatives, heirs, and assigns. Furthermore, except in the case of malfeasance of office, I agree to indemnify such Attorney, and hold such Attorney harmless, from all claims that may be made against such Attorney as a result of such Attorney's service hereunder, and I hereby agree to reimburse such Attorney in the amount of any damages, costs, and expenses that may be incurred as a result of any such claim. This Power of Attorney shall be revoked by my giving to such Attorney acting hereunder written notification of the revocation, which notice shall not be considered binding unless actually received. 5 ."1 r' LA W OFFICES GOLDBERG, KATZMAN & SIIIPMAN. P.C. RONALD M. KATZMAN HARRV B. GOLOBERQ F.lEE SHIPMAN PAUL J. ESPOSITO NEIL HENDERSHOT J. JAY COOPER THOMAS E. BRENNER JOHN A. STAnER APRIL L. STRANG.KUlAV GUY H. BROOKS JEFFERSON J, SHIPMAN KAREN S, FEUCHTENBERGER JERRY J. RUSSO ARNOLD B. KOGAN THOMAS J. weBER MICHAEL J, CROCENzr EVAN J. KlINE,1II STEVEN E. GRUea JOHN R, NINDSleY 320 MARKET STREET STRAWBERRY SQUARE P,O, BOX 1268 IIARRISBURG, PENNSYLVANIA 17108.1268 TELEPIIONE (717) 234-4161 FAX (717) 234-6808 January 13, 1997 ARTHUR L. GOLDBERG OF COUNSEL YORK OFFICE: 2 W. MARKET STREET YORK, PA 17401 (7171843-7912 CARLISLE OFFfC(;: 53 W, POMFRET STREET CAnLISLE, PA 17013 17171246.0697 HERSHEY OFFICE: 523 W. CHOCOLATE AVENUE HERSHEY, PA 17033 17171533.4049 (CORRESPOND TO HARRISBURG OFFICE! Mary C. Lewis, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Ruth H. Stoner, deceased; Estate No. 21-81-0109 Dear Ms. Lewis: Enclosed for filing with your Office are the following items regarding the above-referenced Estate: 1. An original and two additional copies of a supplemental Pennsylvania Inheritance Tax Return, with all attachments. 2. A check in the amount of$lO,749.69 made payable to the Register of Wills, Agent, for the amount of Pennsylvania Inheritance Tax due, based on the Return. 3. A check in the amount of $15.00 to cover the cost of filing the Return, Please apply ~e time-stamp of your Office to the first page of the ad~tional ~opy of ~ Return, and forward It to us. We enclose a self-addressed, stamped enveli~or ~ pu~es~ ;::j-' '.':;:.--1 '-:" . c..- f)', 0 If you have any questions on this matter, please contact me. ~.. ~ :~;, Very truly yours, " -' ,,' '" "'" (", , (,; ;B ~:w -~ f.Ii 9to c: 1:> '0 l_ ):> ~. "'" I" .. \'if~:fQ;i~ p'" J. Jay Cooper JJC/ese Enclosures cc: Ruth Kegris Meehling, Executrix II, a.oa - I 'T>......'ATES Of OEATH AFTER 12131/91 CHECK HERE It 'QUSAL 0 P ..:'RTY CREDIT 15 CLAIMED FILE NUMBER ,-., INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS NUMBER REV. 1500 EX t (7-94) CAB H P L E PO C R C KOK P S 21,81.0109 YEAR cOM~m'lMN\\'i[{.l\!IJ1iil.l~ANIA HARRISRm;['ilA ~~\ze.0601 COUNTY CODE DECEDENT'S COMPLETE ADDRESS 418 Humm01 Avenue Lemoyne, PA 17043 D E C E D E N T DECEDENT'S NAME (LAST I FIRST, AND MIDDLE INITIAL) Stoner, Ruth E. SOCIAL SECURITY NUMBER 208.42,3060 Cumberland DATE OF BIRTH 01/19/1899 DATE Of DEATH 02/08/81 County (IF APPLICABLE)SURVIVING SPOUSE'S NAME (LAST ,FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) 0.00 Remainder Return (for dales 01 dealh prior 10 12,13-B2) Federal Estate Tax Return Required Total Number of Safe Deposit Boxes C P o 0 R N R D E E S N - T X 2. Supple menial ReMn 4a. Future Interest Compromise (lor dales of dealh afler 12.12-B21 [ID 6. Decedent Died Testate D 7. Decedent Maintained a Living Trust (Attach copy of Will) (Attach a copy 01 Trusl) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: 1. Original Return 4. Limiled ESlale 05, 8. COMPLETE MAILING ADDRESS Goldberg, Katzman & Shipman, P.C. 320 Market StH'~ :0 Harrisbur Pi:' 5'108 . 68 :0 ro 75,00 ,00 ':' 9- None '- ~ None ~ None ~ None None Ncme. ..l?...l NAME J. J a Coo er. TELEPHONE NUMBER 717 234,4161 1. Real Estate (Schedule AI 1 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Slock/Partnership Inlerest (Schedule C) (3) 4. Mortgages and Noles Receivable (SchedUle 0) (4) 5, Cash, Bank Deposits & Miscellaneous Personai Property (Sch, E) (5) 6, Jolnlly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (Schedule L) (7) B. Total Gross Assets (tolal Lines 1-7) 9. Funeral Expenses, Administrative CoSIS, Miscellaneous Expenses (Schedule H) 10, Debls, Mortgage Liabililies, Liens (Schedule i) 11. Tol.1 Deductions (Iolal Lines g & 10) 12. Nel Value of Eslale (Line 8 minus Line 11 I 13. Charitable and Governmental Bequests (Schedule J) 14. Nel Value Subjecllo Tax (Line 12 minus Line 13) 15, Spousal Transfers (for dales of dealh afler 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. Principal tax due (Add tax from line 15, 16 and 17.) 19.Credits/Sp Poverty Prior Payments Discount + + ;l' R E C A P I T U L A T I o N ..~";O ~ ~ =:\;. (}I Q. <t 75,000.00 (9) 3,335.37 None (11) 3,335.37 (12) 71,664.63 (13) (14) 71,664.63 0.00 X = 0.00 o . 00 X ,06 = 0.00 71,664.63 X ,15 = 10.749.69 (IB) 10,749.69 Interest (10) (15) (16) T A X C o M P U T A T I o N (17) (19) (20) 0.00 0.00 20. If Line 19 is greater than Line 18. enter the difference on Line 20. This is the OVERPAYMENT. I!J 0 ICheck.here if you are requesting a refund of your overpay.!!!!!!!:l 21. If line 18 is greater than Line 19. enter the difference on line 21. This is the TAX DUE. A. Enter the interest on the balance due on line 21A. B. Enter the tola1 of Line 21 and 21A on Line 21B, This is the BALANCE DUE. Make Check P. able 10: Re 1ster of Wills, A ent . . BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH · · nder penalt eso perjury. I d&Clate t at have exam ned this return, Intludlng accompanying schedules and statements, and 10 the best of my nowledge and lie. t s tflHl, cortect and complete. I declare that 111 tell eslete has been reported II true malket value, Decllratlon of pre parer other than tho personal representative Is based on .11 Information of whIch preparer has any knowledge, (21) (21A) (21B) 10.749.69 0.00 10.749.69 SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Ruth Kegris Meehling 2348 East Brown Street Phoerlix; 'iii" 85028' ....,...,...,....,........... Goldberg, Katzman & Shipman, P.C. 320 Market Street Harrl;;bur";' i>ii"i Yios.:i26ij.... ..."... --..,... DATE / j;,-:/n DATE . \. 10 I"" I, ') 1\ Form 1500 (Rev. 7~941 ,.-. r-. Estate of: Ruth E. Stoner Soc Sec #: 208,42-3060 Date of Death: 02/08/81 Continuation of Schedule J,A (Taxable Bequests) Item Name and Address of Beneficiary (/ Relationship Amount or Share of Estate 5 Betty Kegris Campbell 1760 Thornton Avenue Ti tusville, FL 32780 6 Grace Baker Dysart 800 King Russ Road Harrisburg, PA 17109 7 Elizabeth Blynn Ewan 420 North Chestnut Street, Apt. 605 Pittsburgh, PA 15202,2545 8 Ruth Kegris Meeh1ing 2348 East Brown Street Phoenix, AZ 85028 niece 1/8 niece 1/8 niece 1/8 niece 1/8 Lr--:--TTERS TEST^-MENT/-1tY COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l ss: BY THE TENOR OF THESE PRESENTS I, MARY C. LEWIS , Esq., Register for the Probate of Wills and Granting Letters of Administration in and for the County of Cumberland, in the Commonwealth of Penn- sylvania. do make known unto all men that on the 13TH day of FEBRUARY ,1981. at Carlisle, before me was proved. appeared and insinuated, THE LAST WILL AND TESTAMENT OF RUTH H. STONER, LATE OF BOROUGH OF LEMOYNE, CUMBERLAND COUNTY, PENNSYLVANIA. DECEASED, (a true copy whereof is to these presents annexed), having whilst SHE lived at the time of HER, death divers goods and chattels, rights and credits within the Commonwealth, by reason whereof the approbation and insinuation of the said Last Will and Testament, and the committing the Administration of all and singular, the goods and chattels, rights and credits, which were of the said deceased, also the Auditing the Accounts, and Calculation and Reckoning of the said Administration to me are manifestly known to belong. And that Administration of all and singular, the goods and chattels, rights and credits of the said decease!!, and wJl.y-concernin~ HER l.ast Will and Testament, was committed to GRACE BAKER SYBERT, RUTH I<E\>RIS .MEEH~ING AND VIRGINIA I<EGRIS TEETS EXECUTRICES In the said Testament named having first been duly qualified will and truly to administer the goods and chattels, right and credits of the deceased. and make a true and perfect Inventory thereof, and exhibit the same into the Register's office. in the borough of Carlisle, within thirty days from this date. and also file a just and true account, calculation and reckoning of THEIR administration when lawfully required, and diligently and faithfully to regard, and will and truly comply with the provisions of the law relating to Collateral and Direct Inheritances. Decedent died on the 8TH day of FEBRUARY , 19 81 , according to affidavit properly filed. In Testimony Whereof, I have hereunto set my hand and caused the seal of said office to be hereunto affixed, dated at Carlisle aforesaid, the 13TH day of FEBRUARY in the year of our Lord One Thusand Nine Hundred and EIGHTY-ONE I/)~ /l /\A a e. ~.,~..J per ,-::--j /"1.L.............. ~JU,.~I Register Deputy Register graves of m)' parent,~each of saiu'uequp.sts to be !"""Intaineu as a , ~ ' part of the trust funds of the cemetery. ilR'l'ICLJ,; VII I give and bequeath unto RIVERSIDE UNITED METIlODIST CIlAPEL, Middletown, Pennsylvania, One Hundred Dollars ($100.00) for the up- keep of the picture which my husband and I had installed there. AR'rICLE VIII I give and bequeath the sum of Two Hundred Dollars ($200.00) each to the fOllowing named nieces of my husband or myself: Mary C. Seavers Virginia Kegris Teets Marie Blynn Mildred Eppinger Roebuck ARTICLE IX I give and bequeath the sum of One Ilundred Dollars ($100.00) eacl unto my fOllowing named nieces: Grace Baker Bysert Freida Baker MCKillip Mary Baker Phyllis Baker Bowman Elizabeth Kagris Burk Ruth Kegris Meehling Betty Kegris Ca~pbell Elizabeth Blynn Ewan Beatrice Blynn Campbell Vickie McConnell Monn ARTICLE X I give and bequeath the proceeds of my United States Savings Bonds unto the following, in equal shares: Grace Baker Dysert Freida Baker McKillip Phyllis Baker Bowman Mary Baker Ruth Kegris Meehling' Virginia Kegris Teets Elizabeth Kegris Burk Betty Kegris ~ampbell Marie Blynn Elizabeth Blynn Ewan Beatrice Blynn Campbell ~ , I I I I I .""\ I""., ~ I, BEATRICE BLYNN CAMPBELL, being one of the nieces of Ruth H. Stoner specified in Article X of her Last Will and Testament dated September 7, 1979, which Will was duly probated by the Orphan's Court of Cumberland County, Pennsylvania, hereby consent to the following actions to be taken by the representatives of the Estate: following: 1. I consent to the sale of the property located at 418 Hummel Avenue, Lemoyne, Pennsylvania, to a third party for $75,000; 2. I consent to the distribution of the net proceeds of the sale after payment of all costs of sale and inheritance taxes on the proceeds, which taxes I understand could amount to at least 15 % of the sales price; 3. I further consent to the distribution of the net proceeds equally among the eight (8) surviving nieces of Ruth H. Stoner as follows: Grace Baker Dysert, Phyllis Baker Bowman, Ruth Kegris Meehling, Elizabeth Kegris Burk, Betty Kegris Campbell, Marie Blynn, Elizabeth Blynn Ewan, and Beatrice.Blynn Campbell. I consent to such distribution, irrespective of the provisions of Article XI which arguably could support a contrary interpretation. 4. I hereby request the Court to enter an appropriate Order authorizing the sale in accordance with the terms of this Consent. WITNESS: ~l. iJt"J,'I <--,' IT l( 11. ~ uttlUoIl1 / dJulTI/:' f~/ ~rh~tl BEATRICE BL CAMPBJ}tL ,......, ,-, ~ I, RUTH KEGRlS MEEHLILNG, being one of the nieces of Ruth H. Stoner specified in Article X of her Last Will and Testament dated September 7, 1979, which Will was duly probated by the Orphan's Court of Cumberland County, Pennsylvania, hereby consent to the following actions to be taken by the representatives of the Estate: following: 1. I consent to the sale of the property located at 418 Hummel Avenue, Lemoyne, Pennsylvania, to a third party for $75,000; 2. I consent to the distribution of the net proceeds of the sale after payment of all costs of sale and inheritance taxes on the proceeds, which taxes I understand could amount to at least 15 % of the sales price; 3. I further consent to the distribution of the net proceeds equally among the eight (8) surviving nieces of Ruth H. Stoner as follows: Grace Baker Dysert, Phyllis Baker Bowman, Ruth Kegris Meehling, Elizabeth Kegris Burk, Betty Kegris Campbell, Marie Blynn, Elizabeth Blynn Ewan, and Beatrice Blynn Campbell. I consent to such distribution, irrespective of the provisions of Article XI which arguably could support a contrary interpretation. 4. I hereby request the Court to enter an appropriate Order authorizing the sale in accordance with the terms of this Consent. WITNESS: ,"" ;,1: I I L.I:IVIt:,I~ I b I Po I t:.1Vlt:.1~ I -., U.S. ucpnrlmcnl 01 Houslny and Urban Developmenl- OMO No, 2502.U205 e, TVDe DI LDBn t,_fllA ,,_rmIlA 3._ClIn1.Unlnl. 1 n. ''', No,,"" 1. loin H,mlhlr ~. MlIIlglgI tnl\lllnCl CIII No.. ~._VA ., - Cnnv,lnl. 7C,'}RO-1 C. NOTE: Th" lo.m " I"",',hod 10 ONO yo" 0 'Iolo"'onl 01 nelllol 'olllomolll cosl', A"'ollnts pold 10 ,nd by Iho 'oIlIoOlon\ 00001 010 ,hown, 110m' m...od (P,O,C,} wo" po'd alll,'do Iho c'o,lnll: IIIOY 010 ,hown h..o lor Inloorno\lan Innpo"," ond 010 no' .\Cllldod In Iho lalo", O. Nnme Bnd MdlOSS 01 90HOWIJI E. Noma end Addross 01 SaIlor r, Noma nnd Addroas Ql Lendor Betty G. Binkley Ruth Kegrls '''''eilling. I~)(ccutrlx of the I~Atl1tc of Rulh II. Stoner, dccc.nscd 424 HUJ1lrel !\Venue Lemoi1'ne, PA 17043 G. Property Lacella" It SolllolTlOnl Agonl 418 HUllIrel Avenue mWB""" ""I""'MoI < RIIllMI\N 0 r LemDYI1e, PA 17043-1954 Pineo 01 SetUomont I. Sotllomont LemDYI1e Borough Dato QJnberland eounty 320 MI\RKEl' Sll<EEl' 01/02/97 iUIRRISBURG. PA 1'(!OO-126R J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S ,TRANSACTION: 100, GrDBB AmDunl Due From Borrower 400, Gross Amounl Due TD Seller 101. Conlract solos pr!cn 75.000 00 401. Contract salos- pllce 7~ onn.oo 102. i'orsonalproperty 402. Pelsonal-prOPertv 103. Settlement charn-as to bOrlower (line '400) 713.50 403, 104, 404. 105, 405, Adluslmenls lor lIemspald bY seller In edvsnce Aclliislmenls for \lelllS paid liv seller In advance 106. CUy/lown taxes \0 406. CllVftown taxes 10 t07. County taxes 10 407. County taxes \a lOa. Assessments la 40a. Assessments to 109, 1 t.axes 1/2 to 6/30 452 72 409, Scmol taxeS 1/2 to 6/30 4<;2.72 110, 410, Ill. 411. 112. 412. 120, Gn<JS8 AMOUNT oue mOM oor<1owen 76 226.22 420, GnOSS AMOUNT Due 10 setllll 7<;.452.72 200, AmDunls paid BV or In Behall 01 Borrower 500, Reducllone In Amounl Due To Seller 201. Oeoosl1 or earnest moneY 501. ExcesS OeooslUsee lnslructlons) 202. Pllncloal amount 01 new loan(s) 502. Settlement charasS 10 s131lor (line 14001 ,.7A6.~5 203. Exlstlna loanls1 taken sublect to 503. Exlstlna loan(s\ taken subject to 204. 504. Pavoll 0111151 mOllo-aoe loan 205, 505. pavoll 01 second morttl!ltlO loan 209, 506, 207. 507, 2OB, SOB. 209. S09, Adluslmenls for lIems unoeld bV seller AiHuslmenls IDr \lems unoald bv eeller 210. ClIv/town lQl<eS \0 510. CUyltown taxes to 211. County taxes 01/01 la 01/02 1.44 511. County taxes 01/01 la 01/02 1.44 2t2. Assessments \a 512. Assessmonls \0 213. 513. 214. 514. 215, 515, 216. 516. 217, 517. 218. 5'B, 219. 519. 220, T01I11. PAID BYlFon oomoWER 1 44 520, TOlI1l. A'DUCnON IN AMOUNT DUe SEl.lBl ,'RR.no 300. Cash AI Selllemenl From or To Borrower GOO, Cesh AI Selllemenl To or From Seller 7~ ""2-;;; 301. GroSS amount duo Irom bouowcr nine 120) '/6.226.22 GOI. GroSS amounl due 10 scller- (line 4200 302. LesS amounls DBld bvllor bOllower (line 220\ 1.44 602. LesS Teductlon In amount due sellorlllne 5201 , 1.7AA.Oql 303, CMU 0'l7CM oomowen 76 2247R 003, CMU "0 SEllER ~, a. ,,\ l'~;,,"',fi'..i-;Jk; -.- .,."...~,- '.'~V;~h''iI;;;::tlfjjtf':;:'- ............ , J!)A(1;t;.Y/J, /;!1(LlfL:A 1,J OIJ L. SETTLEMENT CIlARGES: FllllloJ),lI: 76700-1 PAID FROM PAID FROM 700, TOTAL SALESfDnOKEn'S COMMISSION "nsod on prlca $ @ . BORROWER'S SELLER'S DivisIon 01 commIssion WilD 7001 liS tollows: FUNDS AT flJNDS AT 701, $ 10 SETTLEMENT sr. TTLEMENT 702, $ 10 703. CommissIon paid at SoUlomonl 704. BOO. ITEMS PAYABLE IN CONNECTION WITII LOAN eot. Loan Orlalnotlon fco % 802. Loan Dlscounl % 803. AppraIsal foe 10 804. Credit Reoolt 10 805. Lender's losMcllon Foe 10 BOO. MortaBoe AnnlJcotlon Foa 10 e01. AssumDtlon Foo 10 BOB, B09, BIO, BI1, 900, ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. InlerDst from 10 @$ Idov 902. Morlaane lnsuronce Premium 101 la 903. IllWlrd Insuranco Premium lor '" 10 9Q4. 9Q5. 1000, RESERVES DEPOSITED WITIl LENDEn FOR 1001. Hazard Insurance mu.@$ Imo. 1002. Mortgago Insuranco m~.@$ fmo. 1003, City P,ooorlv To'" rnu,@$ Imo. 1004. CounlvProne~ Taxes mo.@$ Irno. t005. Annual Assessments mo.@$ Imo. - 1006. mCl.@$ lmo. 1007. mo.@$ Imo. l00B. mo.@$ Imo. 1100. TITLE CHARGES 1101. Selllemenl or closhla 100 10 1102. Abstract or tills seBlch 10 1103. Tille examination 10 t 104. TIlle i'lsurBnce binder 10 1105. Document Preoarat1on 10 1106. Notarv Fees 10 1107. Allomev's fees 10 Goldbe"', KatZ1l1a1' & Shinran pC 1 500:00 (Includes above IIams No: 1101 1103 1105 ) 1108. Tille Insurance 10 (Includes BboVB Items No: ) 1109. Lender's coveraoe $ ---- 1110. Owner's coverege $ ---- 1111. 1112. 1113. 1200, GOVERNMENT RECORDING AND TnANSFER CIlARGES 1201. Recording Fees: Deed $ 21.50 i MOIlgoge $ i Releases $ 23.50 1202. Cllvlcounlv talC/slonms: Deed $ 750.00; Morlgage S 750 no 1203. Slate TaxJstBmDs~ Deed $ 750.00; Morlgage $ 7~0. no 1204. 1205. 1300. ADDITIDNAL SETTLEMENT CttARGES 1301. Anor .iB.1 ree 10 Linda Llnvrl nnnraisals - 700 00 1302. Pest lnsooetlon 10 1303. '00<_07 I taxes ~i~lA. Nkrola'~x~l'pcl'or q2,~i~1 1304, ~ oe"""r champo h of t 4000 1305, 9 en Galp" KP<Tri s '7'-~0 1400. TOTAL SETTLEMENT CHARGES {enlol on lines 103 and 502. Socl~O' J end K} 77' 50 '70< 65 ',....., lJ.ti. Ul.:I'^,IIMl:.NI UI. IlUUblUli MW UIIUAN Ul;Vl:LUI'I>'ll:.Nr SETTI-'"'-!lENT STATEMENT PAGE 2 Bllr"(UOIIOWI v //".;10.:(-/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~I'R~AU OF INDIVIDUAL TAXES INltERITAHCE TaX DIVISION DfPT. 280601 IWUUSIIURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX J JAY COOPER ESQ GOLDBERG ETAL 320 MARKET ST HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-26-97 STONER 02-08-81 21 81-0109 CUMBERLAND 102 PA 17108 L Allount Relli ttod ~ *' H 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 ~ REV:is'4j-EiCiiFP--iilj-':97T"iliificE--OF-YNHERifliNCE-TAX-jiP"iiR'A"fSEii€il'r;-iiL.'i."owliNCE-cili-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STONER RUTH H FILE NO. 21 81-0109 ACN 102 DATE 05-26-97 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: REMAINDER RETURN 1. R.al Estat. (Schedule A) (1) 2. stocks and Bonds (Schedule 0) (2) 3. Closely Held stock/Partnership Interest (Schedule C) (3) 4. Hartgao../Note. Receivable CSchedula DJ (4) 5. Cash/Bank Daposit$/Hlsc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total A...t. If an assessment 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, ASSESSMENT OF TAX: 15. ~ount of Line 14 at Spousal rat. (15) 16. Aaount of lino 14 t.xable .t Line.l/Cla.. A rate (16) 17. Aftount of Line 14 texabl. at Collat.ral/Class Brat. (17) 18. Principel Tex Dua 75,000.00 .00 .00 .00 .00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expens../Ad.. Costs/Hisc. Expense. (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedula X) (10) 11. Total Deductionc 12. N.t Value of Tax R.turn 13. Cheritable/Governftentel aequ..ts (Schedule J) 14. Nat Value of E.t.te Subject to Tax 2,921.87 .00 (UI (12) (13) (14) NOTE: .OOX,OO= .OOx,06= 72,078.13 X .15= 1181 TAX CREDITS: PAYHENT DATE 01-13-97 RECEIPT NUHBER AA185065 DISCOUNT (+1 INTEREST/PEN PAID (-) .00 AHOUNT PAID 10,749.69 INTEREST IS CHARGED THROUGH 06-10-97 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATIDN DF ADDITIONAL INTEREST. UYoI54rU'''CU.17I RUTH NOTE: To insure proper credit to your account, subftit the upper portion of this for. with your tax peYftent. 75,000.00 ?,9?1 A7 72,078.13 .00 72,078,13 .00 .00 10,811.72 10,811.72 10,749.69 62.03 1.87 63,90 IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS,) RESERVATION: PURPOSE Of NOnCE: PAYl1EHT, REFUND (CR): OB.lECTIDNS: AllIUM ISTRATIVE CORRECTIONS: DISCDllfT: PENALTY: INTEREST: Estate. of decedents dylna on or before Dece.a.r 12, 1982 -- If any future Int.r.st In the estat. I. transf.rred In poss.ulon or anjOYHnt to Ch.. B (collateral) blnllflclarle. of the decedllllt after the IxplratJon of any e.tllt. for Ilf. or for Y.llr., the Co..anwoalth hereby expre.sly re..rvo. the right to appraise and a..o.s tranlf'r Inheritance Tllx" at the lawful CllI.. B (collaterlll) rat. on any ~ future Int.r,.t. To fulfill the roquiroMnts of Section 2140 of tho Inhllritanco and Estato Tax Act, Act 21 of 1995. (72 P.S. SoctJon 9140). Dltach the top portion of this Notice and rub.lt .,Ith your paYMent to the Rlgbter of Wilb printed on the r.v.rs. sido. --Make chKk or lIOfMIy ordor payable tOI REGISTER OF MILLS, AGENT A refund of a tax credit, which Wll. not requo.ted on tho Tax Return, .ay be requllted by cOllpbtina an "Application for R.fuoId of PcmnsYlvllflla Inheritanc. and Estate Tax:" (REV-1313). Application. are available at the Offlc. of tho A.gist'r of Will., any of the 23 R.venue DIstrIct Offlc.., or by calling thI specIal 24-hour answerIng ..rvlce n~.r. for for.1 ord.rlng: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local Harrisburg aroa (717) 787-8094, TOOt (717) n2-2252 (Hearing I~aired Only). Any party In Inter..t not satl.fled with tho epprais..-nt, allowanc. or dlsallowanco of deductions, or alsossaent of tax (including discount or Interest) as shown on thl_ Notico .ust Object within sixty (60) days of rocoIpt of this Notice by: UNritton protut to the PA Dopart..nt of RevllflUo, Board of Appeals, Dllpt. 281021, Harriibur'g, PA 17128-1021, OR --election to have tM .att.r doter.lned at BUd! t of the acCOlmt of thtI peraonel rtpr..."tat!v., OR --eppeel to the Orphans' Court. Factual error. discovered on this a,.o.s.ent should be addros.ed In writing to: PA Depart.ent of R,VIlnUll, Burllau of Individual TaxlI" ATTN: Pa.t A..o...ent RIIYI... Unit, Dept. 280601, Harrisburg, PA 17123-0601 Phone (717) 787~650S. See page 5 of thll book lilt "In.t~tlon. for Inherltanco Tex Return for a Re.ldent Dec8dent" (REV~1501) for an explanation of aa.lnJ.tretiv.ly corrllctable error.. If any tax duo II paid Nlthln threll (3) calendar .onth. after the docedlnt'. death, a five percent (5:0 dlscotnt of the ta~ paid I. allow.d. The 15~ tax eeno.ty non-partiCipation penalty 18 ~tod on the total of tho tax and intor..t a....SIId, and not paid before January 18, 1996, the flr.t day after the end of the tax aeno.ty porlOd. Thi. non~partlclpetlon penalty is appealable In the sa.. .enner and In the the sa.. U.e periOd a. you would apPllal the tax and Intere.t that has bun as....od a. Indlcllted on this notice. Interest !s charged beginning N!th flr.t day of delinquency, or nln. (9) eonth. and one (1) day fr~ the date of death, to the date of pa~ent. Texe. which becaee dtllnquont before January 1, 1982 blar int.rllst at the ratll of .ix C6~) v-rcont per annue calculated at a daily rate of .000164. All taxes which blca.. dellnquont on and after January I, 1982 Nlll bear Interest at " ret. which ..Ill vary fro. calendar Yllar to cal8l'ldar year Idth that rate BMOta"lced by the PA O.partHnt of Rllvonu.. Tho appllcablo Intere.t rate. for 1982 through 1997 are: Y.!!! Inter..t Rat. Dally Int.re.t Factor ~ Int~r..t Rat. Dally Interost Factor 1982 20;( .000548 1987 'X .000247 1983 16iC .000438 19aa~ 1991 1l:C .000301 1984 lliC .000301 1'" .X .000247 1985 13iC .000356 1993-1994 n .000192 1... 10iC .000274 1995-1997 'X .000247 ~~Int.r.st II calculated as folloN': INTEREST = BALANCE OF TAX UNPAID X NunBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Hotlc. 1.1UId after tnI tax boc~. delinquent Nlll r.flact an Intor..t calculltion to fift.-n (IS) day. beyond the date of the u......"t. If PIlYHnt II aadI IIft.r tho Inter..t COlpUtatlon data shown on tho Notice, additional int.red lU.t 1M calculated. N " ; , ',"- n 1'....1 CO rv] I .'5 ".') ; D: ,,' u ;":'\ ::0 0: i, ,. ~ ,... COMMONWEALTH OF PENNSYLVANIA DEP,\RTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OEPT.280GOl HARRISBURG, PA 17128.0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ~~ NO. AA 211352 REV 1162 EX (11.'" RECEIVED FROM: I' ACN ASSESSMENT CONTROL NUMBER AMOUNT J JAY COOPER ESQUIRE POBOX 1268 320 MARKET STREET HARRISBURG, PA 17108-1268 " 192- $6:],'10 FOLD HERE ESTATE INFORMATION: FILE NUMBER lit I 19S11-0109 NAME OF DECEDENT (LAST) ~R RUTH 11 DATE OF PAYMENT ~~S1/9"7 POSTMARK DATE 0/00'00 COUNTY rl WIEle'l=?l Ahln DATE OF DEATH FOLD HERE - Sl5~1 ii?Olil :'@-'1il060 (FIRST) (MI) TOTAL AMOUNT PAID $63.90 i";[.' :'1~:;;(:!:1 or-:'"'~_,,,,:) ,'-, ~DO RECEIVEOOY ~( ..' "'M~)~ /.ill, MAny c. LE,91 S J;t,it-tf.. /tV/,V:/- REGISTER OF I~ILLS tf REMARKS GOLDBERG KATZMAN & SH I PMAN PC C/O J JAY COOPER ESO SEALCHECKII 0036868 . .----------- ----~-----_._--_.._---_..._-._...-._------_._-~._..~ ..-.-. '--.---.----- -- -------~_._.__._, 0, II', ,,, -s -, . ; L~: a: :'-. c\ ..0 ::, ,"',- ~V paVMENT: Detach the top portion of this Hotico and sub.it with your pa~..nt Mad. payable to tho naRa and address printed on tho rlV8rS8 sid.. If RESIDENT DECEDENT Illllko chock or lIaney order payable to: REGISTER Of WILLS, AGENT. If HOH-RESIDENT DECEDENT 1lI1lke chock or money ordor pevllbllil to: COMMONWEALTH OF PENNSVLVANIA. REFUND (CR): A rofund of II tax cradit, which was not requested on tho Tax Return, may be requested by co.plating an "Application for R'fund of Pennsylvania Inheritance and Estato Tax" (REV-ill!), APplications aro available at tho OffIce of tho Register of Wills, any of tho 23 Revenue District Offices or fro. the Dapart.ent's 24-hour answlrlng serviclI nu.bers for for.s ordlr1ng: In Plnnsylvania 1-800-362.2050, outs Ida Pannsyh,anla and within local Harrisburg area (717) 181-8094, TDDI (111) 772-2252 (Hearing ImpairQd only). REPlV TO: GUlstions regarding errors contalnad on thIs notlcl should be addrassld to: PA Dapart~ant of RavanuI, Bureau of Individual TaXIS, ATTN: Post AssasSMent RlvIlw Unit, Dapt. 280601, Harrisburg, PA 11128-0601, phona (111) 187-6505. DISCOUNT: If any tex dua 15 paid within thraa (3) calandar months aftar tha dacadant's death, a fiva parcent (5%) discount of thl tax paid is allowad. PENAL TV: The 15% tax alnesty non-participation penalty Is co.puted on tha total of the tax and Intarest assassed, and not paid before January 18, 1996, the first day aftar tha and of the tax a.nesty periOd. INTEREST: Interest i. charged beginning with fIrst day of delinquancy, or nine (9) lonths and one (1) day frol the data of death, to the data of p&Ylant. Taxas which becaea deiinquant before JdnUary 1, 1982 baar intare.t at the rata of .Ix (6%) p~rcent per annul calculatad at a doily rate of .000164. All taxes which baca.e dalinquent on and aftar January 1, 1982 will baar intere.t at a rate whIch will vary fro. calendar year to calandar year with that rata announcad by the PA Departlant of RevenuI. The applIcable Interest ratas for 1982 through 1997 are: Veal' Intere.t Rate Dally Intere.t Factor Veal' Interast Rate Daily Intere.t Factor 1982 20% .000548 1987 9% .000247 1983 16% .000438 1988-1991 11% .000301 1984 11% .000301 1992 9% .000247 1985 13% .000356 1993-1994 n: .000192 1986 10% .000274 1995-1997 91: .000247 -.Inter..t I. calculated a. follow.: INTEREST = BALANCE DF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Notica is.uad after the tax bacoMas dellnqulnt will reflect an interest calculation to fifteen (IS) days beyond the date of tha a....s.ant. If pay.ent Is .ade aft.r the lnter..t cOMPutation data shown on the Notlca, addltionai intere.t ~ust be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE RECEIVE_19iJ7 BJREAU Of INDIVIDUAL TAXES INHERITANCE TAl( DIVISION DEPT. 280601 HARRISBURG, PA 1712.8-0601 NDTICE DF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX IEV.1i4PEXfoF'lu.m J JAY COOPER ESQ GOLDBERG ETAL 320 MARKET ST HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-26-97 STONER 02-08-81 21 81-0109 CUMBERLAND 102 RUTH H Allount RelllHed PA 17108 63,90 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 .. RETAIN LOWER PClR1'ION FOR YOUR RECORIlS 4Ii H__.___._....______________...._....................-..-.........~.........._,______..........-----....-..---..-..~,':".=.~,.~;:7r:r~-.,,;i!i.,~ CUT ALONG THIS LINE . --------------...... .. '-