HomeMy WebLinkAbout04-0020PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Ruby L. Hartmoyer No
also known as To
Register of Wtlls for the
Deceased County of Cumberland tn the
Soctal Securtty No 235-40-0174' Commonwealth of Pennsylvanta
The pet~tlon of the undersigned respectfully represents that
Your petlttoner(s), who ls/a,~g 18 years of age or older an the execu! rix named
tn the last will of the above decedent, dated June 12 , 19 96
and codicil(s) dated Kenneth K. Hartmoyer, named Co-Executor renunced in favor
of Deanna Owens, named Co-Executor
Decendent was domlcded at death ~n Cumberland County, Pennsylvania, w~th
~llaSt family or prmclpal restdence at 1524 Sheepford Road, Lower Alien Township,
and County, PA
(hst street, number and munmpahty)
Decendent, then 76 '~ years of age, died December 18, 2004 ,xlq~
at 1524 Sheepford Road', Meehanicsburg, Cumberland County, PA
Except as follows, deceden(did not marry, was not divorced and dtd not have a chdd born or adopted
after execunon of the wall offe(Md for probate, was not the v~cUm of a kllhng and was never adjudicated
incompetent
Decendent at death owned pi"_~'erty with esumated values as follows
(If domlctled ~n Pa-), - .~,' ' All personal property $ 5,000.00
(If not domiciled In P~a )'~"'-..'Personal property in Pennsylvama $
(If not domtcded tn Pa ) Personal property tn County $
Value of real estate in Pennsylvanta $
sttuated as follows
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last wall and codicil(s)
presented herewtth and the grant of letters testamentary
(testamentary, admlmstrat~on c t a. admlmstracon d b n c t a )
theron
Deanna Owens
187 Rose Hill Drive
New Cumberland, PA 17070
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
The petttlon~f~s~,~'~-fi~.~e,d~swear(s) or affirm(s)that the statements tn, t~he foregoing p.etttlon
are
true and correct't6 the best of me knowledge and behef of petttloner(s) ann that as personal represen-
tative(s) of th6 above decedent petitioner(s) will well and truly admmtster the estate according to law
Sworn to -or 'affirmed and subscrtbed
beJk~re me this
Estate of
No.
Ruby L. Hartmoyer
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~ ~ ~ln conmderatlodof the petition on
the reverse mde~reof, satisfact~ proof having been presented before me,
IT IS DECREED that the instrument(s) date6 June 12, 1996
described therein be admitted to probate and filed of record as the last will of Ruby L. Hartmoyer
and Letters Testamentary
are hereby granted to Deanna Owens
c FEES r--~, ,
Piob~ate, Letters, Etc $~--o~ Gerald J. Sh~k~'etskt 1~40486
Sho~ficates( ) $~ a~OR~EY'(Su~ dt ID No)
Renunclatlon $ 414 Bridge St., New 'Cumberland, PA 17070
~DD~SS
TOTA~ $ ~ ~ &
Ffle~ ~ ~ (717) 774-7435
'' PHONE ' ~ t' ' ' f
/
RENUNCIATION
In Re Estate of Ruby L. Hartmoyer
deceased
To the Register of Wills of Cumberland
County, Pennsylvania
The undersigned son and named Co-Executor of
the above decedent, hereby renounce(s) the right to adrmmster the estate and respectfully ask(s) that Letters
Testamentary ~
be issued to Deanna Owens
WITNESS my hand this 6th day of January ,xl~ 2004.
KENNETH K. HARTMOYER (S~snature)
(Address)
(Signature)
(Address)
(Signature)
(Address)
I05 805 REV 9/86
Thru ~s to cerufy that the ~nformatJon here gJven ~s correctly cop~ed from an original ceruficate of death duly filed w~th me as
Local Registrar The original ceruficate wdl be forwarded to the State V~tal Records Office for permanent fihng
WARNING: It ~s illegal to duplicate th~s copy by photostat or photograph.
Fee for th~s cernficate, $2 00
P 9812191
No
Local Registrar
OEC 2 2 2OO3
COMMONWEALTH OF PENNSYLVANIA * OEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
Ruby L. Hat tmoyer
female J 235 -- 40 -- 0174 ' December 18, 2003
. : April 4,
76 ~ : : Milt Creek,
Cumberland Lower Allen Twp.
Dining Room Attendant Restaurant
1524 Sheepford Road
Mechanicsbur PA 17055
Robert Gear
1524 Sheepford Road
white
[]
0
,, Zonie Hammond
Deanna L. Owens ~ 187 Rose Hill Drive~ New Cumberland~ PA 17070
c~.....O o~, ~,,.December 23, 2003 ~ndiantownGapNat'lC~metery;MHanover Twp., PA 17003
I [~[~NAT~N=~UNERALSERV~C~L'I~ENSEE~q~ER~rfIHGASsUCN IuC~NSEuu"s£R I"~e~n*nDRe~°~'u~ Parthemore FH & CS, Inc.
~, '~ ~1~ ~ ~/~ [~ Fl) 012 848 L I'~ P.O. Box 431, New Cumberland, PA 17070-0431
LAST WILL AND TESTAMENT
OF
RUBY L. HARTMOYER
I, RUBY L. HARTMOYER, of Fairview Township, York County, Penn-
sylvania, declare this to be my last will and revoke any will previ-
ously made by me.
ITEM I: I make the following specific bequests~
A. I bequeath the sum of Two Thousand and N0/100
($2,000.00) Dollars to my daughter, PATRICIA JEAN PAP=RACK, provided
she survives me.
B. I bequeath the sum of One Thousand and NO/100
($1,000.00) Dollars to my granddaughter, KRISTINA WAGNER, provided she
survives me.
C. I bequeath the sum of One Thousand and NO/100
($1,000.00) Dollars to my grandson, KENNETH K. HARTMOYER, II, provided
he survives me.
D. I bequeath the sum of $1,000.00 to my granddaughter,
KORTNEY HARTMOYER, provided she survives me.
ITEM II: I devise and bequeath the residue of my estate, of
every nature and wherever situate, as follows:
A. Sixty (60%) percent thereof to my daughter, DEANNA
OWENS.
B. Forty (40%) percent thereof to my son, KENNETH K.
HARTMOYER.
Page 1 of 4
ITEM III: I hereby nominate, constitute and appoint my son,
KENNETH K. HARTMOYER, as guardian for KORTNEY HARTMOYER who may take a
share under this will.
ITEM IV: I appoint DEANNA OWENS and KENNETE K. HARTMOYER Co-
Executors of this my last will.
ITEM V: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his/her duties
in any jurisdiction.
I~ WIT~ESS WHE~OF, I, RUBY L. HARTMOYER, have hereunto set my
hand and seal this ~ day of ~-Q~ , 1996.
SIGNED, SE~X.mD, PUBLISHED and DECLARED by RUBY L. HARTMOYER, the
Testatrix above named, as and for her Last will and Testament, and in
the presence of us, who at her request, in her presence and in the
presence of ea~lher,
have subscribed our names as witnesses.
AddreSs s
Addre s s
Page 2 of 4
COMMONWEALTH OF PENNSYLVANIA:
:SS:
COUNTY OF CUMBERLAND :
I, RUBY L. HARTMOYER, the Testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instru-
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
~ RUBY L. HAR~OYER
Sworn to or affirmed to and acknowledged before me by RUBY L.
HARTMOYER, the Testatrix, this /~L day of ~ , 1996.
Notary' ~uBlic
COMMONWEALTH OF PENNSYLVANIA :
:SS:
COUNTY OF CUMBERLAND :
i NOTARIAL SEAL
CONSTANCE L I(Ai~L, No~lry Public
.N, ew~Cumb~da~l, I'A Cumberland Co
~Y cOmmlsslo~ Expires April 13, 1999 j
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
we were present and saw Testatrix sign and execute the instrument as
her last will; that Testatrix signed willingly and that she executed
it as her free and voluntary act for the purposes therein expressed;
Page 3 of 4
that each of us in the hearing and sight of the Testatrix signed the
will as witnesses; that to the best of our knowledge, the Testatrix
was at that tee eighteen or more years of age, of sound mind and
under no constraint or undue influence.
Witness ~
Sworn to or affixed to and ac~owledged before me by
.~'~Ut~ ~, 3'~ and ~0~~ 1~¢~
witnesses, this ~& day of ~ , 1996.
Page 4 of 4
IN THE COURT OF COMMON PLEAS, CUMBERLAND
PENNSYLVANIA
ORPHANS' COURT DIVISION
COUNTY
ESTATE OF
)
/ )
RUBY L HARTMOYER Deceased)
Register' s #
21-2004-20
CLAIM
To the Clerk of the Orphans' Court D~v~s~on :
Index and make proper entry in your official records of the
claim of CITIBANK(SOUTH DAKOTA)NA in the amount of
1,323.82 against the estate of the above-named decedent. This
claim is filed under Section 3532 (b) (2) PEF Code, 20 Pa. C.S.
ss. 3532 (b) (2)
The said decedent, whose last known residence was at
187 ROSE HILL DR NEW CUMBERLAND PA 17070
Written notice of this claim was given to JERRY SHEKLETSKI
POB E NEW CUMBERRLAND PA 17070 on February 24, 2004
(Clalman~)
SHAWN HARMER ,manager of Citicorp
Credit Services, Inc. USA under limited
power of attorney for
CITIBANK (SOUTH DAKOTA) NA
1
7930 NW 110TM ST
KANSAS CITY, MO 64153
(Claimant's Address)
Account %(s) 4128002338034015
01/30/04 $1340.3Z $27.00
RUBY L HARTMOYER
187 ROSE HILL DR
NEW CUMBERLAND
17070-2357000
PA
SITE KC-CD
P.O. BOX 8104
S HACKENSACK, Nd
07606'8104
TM'CD-5000
0z/0e/04
ACID:KCB2003
18.05.21:
Citi* Platinum Select* Card
4128 0023 3803 4015
01/07/2004 $16400 $15059 $11100
$0.00 + $0.00 +
12/16 41693077 PAYMENT THANK YOU
70 0000 0 0
Standard Purch
1/07 PURCHASES*FINANCE CHARGE*PER)ODIC RATE
84 0000 0
1-800-950~114 I
~ CO
BOX 6500 ~ .
SIOUX FAELS.~.SD
-O
57117 L3 r~
S11100
$27.00 = $27.00
-30.00
CASH WHEN YOU NEED IT - It's easier than ever to
qet cash. up to your available Cash Advance
Limit. Tear off the attached check~ deposit ~t
~nto your bank account, or use ~t l~ke any
personal check Conventence Checks access the
cash advance port,on of your credit hne. Refer
to your C~t~bank Card Agreement for specific
flnance charges
YOU NAY QUALIFY FOR A SPEC[AL LOW BALANCE TRANSFER
RATE AND OTHER CURRENT ACCOUNT DENEF[TS~ Loq onto
http://balancetransfer accountonhne.com or call
1-800-950-5114 to find out more
Protect your C3t] Card account today and receive a
$15 retail rebate coupon to help with your expenses
Call 1-866-647-9404 to f~nd out how to slqn up for
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70000000000
Previous (+) Purchases (-) Payments (+) FINANCE (=) Ne~
Account Summary Balance & Advances & Credits CHARGE ~la~)~e
PURCHASES $1.353 82 ~0.00 $30 00 $16 50 $1,3~0~32
ADVANCES $0 O0 :~0.00 $0 O0 $0 O0
TOTAL $1,353.82 0 O0 $30.00 $16.50 $1,3~1~.03}
DaysThis BilUnc~ Period 30
Balance Sub~ect to Periodic Nominal ANNUAL
Rate Summary Finance Charge Rate APR PERCENTAGE RATE
PURCHASES
Standard Purch $1,338 81 0.04107%(D) 14 990% 14.990%
ADVANCES
Standard Adv $0 00 0.05477%(0) 19 990% 19 990%
SEND PAYMENTS TO 3
CERTIFICATION OF NOTICE UNDER RULE 5 6(a)
Name of Decedent: Ruby L. Hartmoyer
Date of Death: December 18, 2003
Wzll No.
21-04-0020
To the Register:
I certmfy that notice of benefzcmal znterest requzred by
Rule 5 6(a) of the Orphans' Court rules was served on or ma~led
to the followmng benefmczarzes of the above captmoned estate on
March 23, 2004.
Patrzcma Jean Parrack
(Deceased)
Krlstzna Wagner
104 Mzlky Way
Shlppensburg, PA 17257
Kenneth K. Hartmoyer,
719 Herman Avenue
Lemoyne, PA 17043
II
Kortney Hartmoyer
1524 Sheepford Road
Mechanlcsburg, PA 17055
Deanna Owens
187 Rose Hzll Drzve
New Cumberland, PA 17070
Kenneth K. Hartmoyer
1524 Sheepford Road
Mechanzcsburg, PA 17055
Notzce has
Rule 5 6(a)
Date
now been gzven to
U'~-,O ~r, ,,)_~Ij,~;~C apa c z t y:
all persons entztled thereto under
"Gerald ~/. Shekletsk~, Esquire
414 Brmdge Street
New Cumberland, PA 17070
717-774-7435
Personal Representatmve
X
Counsel for Personal
Representatzve
JAMES A. BALOGH - MN
GARY W. BECKER - DC, FL, IL, MN, WI*
*CREDITOR'S RIGHTS SPECIALIST
AMERICAN BOARD OF CERTIFICATION
CHELSEA A. WHITLEY- MN, WI
ANGELA M. HORN - MN
MICHAEL D, JOHNSON - MN
MARY ELLEN WEEMAN - KS, MN, MO
THERSIA O, LEE - MN
CHAD J. BOLINSKE - MN
STEVEN M, TOMS - MN
MICHAEL L, MCCAIN - MN
WILLIAM B. HOPKINS - MN, WI
JOHN E, OLCHEFSKE - MN
iON M, SUSTARICH - MN
JASON R. FOSTER- MN
MEAGAN M. PROBST - MN
MICHAEL J. DOUGHERTY - MN
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE, #102
CARLISLE, PA 17013
Re:
BALOGH BECKER, LTD.
ATTORNEYS AT LAW
SEND ALL WRITTEN REPLIES TO:
4150 OLSON MEMORIAL HIGHWAY, SUITE 200
MINNEAPOLIS, MINNESOTA 55422-4811
TELEPHONE 763-852-8440
FAX 763-852-8499
TOLL-FREE 877-768-4494
In the Estate of RUBY L HARTMOYER
Probate Case No. /~21-04-20 ~
Social Security No:
Last known residence:
Our Client:
Account Number:
Amount of Debt:
ARIZONA OFFICE:
64 E. BROADWAY ROAD
SUITE 175
TEMPE, AZ 85282
DIANA THEOS - AZ, CO
SANDRA TANG - AZ, CA
OF COUNSEL:
LITOW LAW OFFICES, P.C.
(IOWA)
LUSTIG, GLASER & WILSON, P.C.
(MASSACHUSETTS)
04/14/04
187 ROSE HILL DR NEW CUMBERLND, PA 17070
CITIBANK USA, N.A. (SEARS ROEBUCK & CO)
1150156787493
$ 389.01
Dear Sir or Madam:
Enclosed please find a Creditor's claim to be filed in the record with the above-referenced Estate.
Please return a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you
for your assistance. If you have any questions or if this is a duplicate claim, please call our firm toll free at 1-
877-768-4494
Cordially,
Balogh Becker, Ltd.
Attorneys at Law
Enclosures
A check for $5.00 for the filing fee.
cc: Attorney for Estate
Personal Representative
This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This
letter is from a debt collector.
4308 4/13/2004 1105303
COMMONWEALTH OF PENNSYLVANTA
NOTICE OF CLAIM
COURT OF COMMON PLEAS
CUMBERLAND ,COUNTY
ORPHANS' COURT D:[V]:STON
Tn Re: The Estate of:
RUBY L HARTMOYER
Deceased
Court File No: 21-04-20
TO: THE CLERK OF THE ORPHANS' COURT DTVTSTON:
Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate,
Estates, and Fiduciaries Code, 20 PA.C.$.A. §3537(b)(2).
CITIBANK USA, N.A. (SEARS ROEBUCK & CO)
:~) Claimant's name:
C/O BALOGH BECKER LTD, 4150 OLSON MEMORIAL
2) Claimant's address: HWY #200
MINNEAPOLIS, MN 55422
877-768-4494
3) Creditor listed below is the owner and holder of a claim in the amount of
$. 389.01
4)
5)
The facts upon which this claim is based:
This claim is based on an account for credit evidenced by the attached
Affidavit of Account Stated.
Decedent's address: 187 ROSE HILL DR NEW CUMBERLND, PA 17070
6) Date of Death: 12/18/03
7) That the claim arose prior to the death of the decedent on or about
8) That the claim is secured by
-
On behalf of the claimant, ! do solemnly declare and affirm under t enal s of
perjury that they Information and representations made herein are;true and corre
tODated.the best~_~_of -~'-~mY knowledge,,~p,~/~ information and be~
Chelsea A. Whitley/Angela M. Horn, Atto~..
Written notice of claim was given to Personal Representative and/o his/her.~.,-~nsel
as stated below:
DEANNA OWENS
Name
187 ROSEVlLLE DR
Address
NEW CUMBERLAND, PA 10707
City/State,/ZiD
Date notice mailed
IN RE ESTATE OF: RUBY L HARTMOYER
AFFIDAVIT OF ACCOUNT
The undersigned, being first duly sworn deposes and states the follows:
1. Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit.
Your Affiant has reviewed the account records of the Claimant with respect to the
decedent. Your Affiant is familiar with these records and accounts and reviews them as a
regular part of her duties.
The Decedent purchased merchandise in the amount of $ 389.01
account number 1150156787493
evidenced by
The unpaid balance does not include any post-death late payment charges, accrued
interest, collection costs or attorney's fees.
Further your affiant sayeth not
Subscribed and sworn before me
This /~' day of ~
BALOGH B~, LTD.
One of its attorneys:
Chelsea A. Whitley __ Angela M. Horn ~
Michael D. Johnson __ Mary Ellen Weeman __
Thersia O. Lee Chad J. Bolinske
No~b Public
//
~ ~ STEP~NIE A, JOHNSON
lJ (Ij'('a~l~ll))) NOTARY PUBLIC - MINNESOTA
¶ ~ HENNEPtN COUNTY
ll My Commission Expires Jan. 31 2008
4150 Olson Memorial Highway, Suite 200
Minneapolis, MN 55422-4811
'"rD
,2004.
REV-1500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21
COUN~¢ CODE
-- 2004 0020
YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~ Hartmoyer, Ruby L 235-40-0174
LU DATE OF DEATH (MM-DD~YEAR) DATE OF BIRTH (MM-DD-YEAR THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
U.I 12/18/2003 04/04/1927 REGISTER OF WILLS
III (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
LU
~oo
(3 n'_~
z
rw
E~ 1 Original Return
E~ 4. Limited Estate
[~ 6. Decedent Died Testate (Attach copy of Will)
[~ 9. Litigation Proceeds Received
E~ 2. Supplemental Return ~ 3 Remainder Return (date of death prior to 12-13-82)
[~4a Future Interest Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Return Required
[~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) 0 8. Total Number of Safe Deposit Boxes
~ 1 0. Spousal Poverty Credit (date of death between 12-31-91 an~ 1-1-95) r'~ 11. Election to tax under Sec. 9113(A)(Attach Sch O)
THIS SECTION MUST BE COMPLETED. ALL cORREsPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
COMPLETE MAILING ADDRESS
NAME
Gerald J. Shekletski, Esq.
FIRM NAME (If Applicable)
Stone, Lafaver & Shekletski
TELEPHONE NUMBER
(717) 774-7435
414 Bridge St.
P.O. Box E
New Cumberland, PA ~,~70
1 Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4 Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
6 Jointly Owned Property (Schedule F) (6)
[--'~ Separate Billing Requested
7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
1 0. Debts of Decedent, Modgage Liabilities, & Liens (Schedule I) (10)
1 1. Total Deductions (total Lines 9 & 10)
1 2. Net Value of Estate (Line 8 minus Line 11)
1 3. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
0.00
0.00
0.00
0.00
7,460.80
2,514.74
0.00
(8)
OFFICIAL USE ONLY
9,975.55
10,053.00
3,271.77
(11)
13,324.77
(3,349.23)
0.00
(3,349.23)
(12)
(13)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
1 5. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
1 7. Amount of Line 14 taxable at sibling rate
1 8. Amount of Line 14 taxable at collateral rate.
19. Tax Due
20.
x .0 (15)
x .0 __ (16)
x .12 (17)
x .15 (18)
(19)
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
2W4645 1.000
Decedent's Complete Address:
STREET ADDRESS
1524 Sheepfored Road
Cl~
Mechanicsburg
STATE
ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable D. Interest
E. Penalty
0.00
0.00
0.00
0.00
0.00
Total Credits (A + B + C)
(1)
(2)
Total Interest/Penalty (D + E) (3)
0.00
0.00
0,00
0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
A. Enter the interest on the tax due.
(5A)
0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(5B)
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ....................... [----]
b. retain the right to designate who shall use the property transferred or its income; ......... [---]
c. retain a reversionary interest; or ................................ ~
d receive the promise for life of either payments, benefits or care? ................. ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................ E~]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? E~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ................................ E~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of pre~3arer other than the personal representative is based on all information of which preparer has any knowledge
SIGNATURE (~ F'ERSON RESPONSIBLE FOB FILING RETURN /DATE
/.
ADDRESS 187 Rose Hill Road
New Cumber~an_d, PA 17070
New Cumberland, PA 17070
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. § 99t6 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)]
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use ora natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. § 9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. § 9116(1.2) [72 P.S. § 9116(a)(1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. § 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
2W4646 1.000
LAST WILL AND TESTAMENT
OF
RUBY L. HARTMOYER
I, RUBY L. HARTMOYER, of Fairview Township, York County, Penn-
sylvania, declare this to be my last will and revoke any will previ-
ously made by me.
ITEM I: I make the following specific bequests:
A. I bequeath the sum of Two Thousand and NO/100
($2,000.00) Dollars to my daughter, PATRICIA JEAN PARRACK, provided
she survives me.
B. I bequeath the sum of One Thousand and NO/100
($1,000.00) Dollars to my granddaughter, KRISTINA WAGNER, provided she
survives me.
C. I bequeath the sum of One Thousand and N0/100
($1,000.00) Dollars to my grandson, KENNETH K. HARTMOYER, II, provided
he survives me.
D. I bequeath the sum of $1,000.00 to my granddaughter,
KORTNEY HARTMOYER, provided she survives me.
ITEM II: I devise and bequeath the residue of my estate, of
every nature and wherever situate, as follows:
A. Sixty (60%) percent thereof to my daughter, DEANNA
OWENS.
HARTMOYER.
B. Forty (40%) percent thereof to my son, KENNETH K.
Page 1 of 4
ITEM III: I hereby nominate, constitute and appoint my son,
KENNETH K. HARTMOYER, as guardian for KORTNEY HARTMOYER who may take a
share under this will.
ITEM IV: I appoint DEANNA OWENS and KENNETH K. HARTMOYER Co-
Executors of this my last will.
ITEM V: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his/her duties
in any jurisdiction.
IN WITNESS WHEREOF, I, RUBY L. HARTMOYER, have hereunto set my
hand and seal this /~+~ day of ~U~ , 1996.
~USf L.
SIGNED, SE~?.~.D, P~BLISHED and DECLARED by RUBY L. HARTMOYER, the
Testatrix above named, as and for her Last Will and Testament, and in
the presence of us, who at her request, in her presence and in the
Addre s s
Page 2 of 4
COMMONWEALTH OF PENNSYLVANIA:
:SS:
COUNTY OF CUMBERLAND :
I, RUBY L. HARTMOYER, the Testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instru-
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the p~rposes therein contained.
RUBY h.
Sworn to or affirmed to and acknowledged before me by RUBY L.
HARTMOYER, the Testatrix, this ~.~L day of ~ , 1996.
Notary' ~u~lic
COMMONWEALTH OF PENNSYLVANIA :
:SS:
COUNTY OF CUMBERLAND :
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
we were present and saw Testatrix sign and execute the instrument as
her last will; that Testatrix signed willingly and that she executed
it aS her free and voluntary act for the purposes therein expressed;
Page 3 of 4
that each of us in the hearing and sight of the Testatrix signed the
will as witnesses; that to the best of our knowledge, the Testatrix
was at that time eighteen or more years of age, of sound mind and
under no constraint or undue influence.
~_~J witneWs
Wi'~ness
Sworn to or affirmed to and acknowledged before me by
_~,~,:~A~ (.2 . -PT'D,,~. and ~D ~ ~ ~, j~IC ~Co~
/2~ day of ~q,~ , 1996.
/ ~' Notary Public
witnesses, this
Page 4 of 4
REV~1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS,& MISC.
PERSONAL PROPERTY
ESTATE OF
Hartmoyer, Ruby L
FILENUMBER
21-2004-0020
include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
2
3
4
DESCRIPTION
Members 1st Federal Credit Union Regular savings Account
237308-00
1995 Oldsmobile Achieva automobile VIN IG3NL55M6SM316228,
Title Number 48235467002HA, sold January 21, 2004, to Charles
E. Watts and Sarah M. Watts for $2,000.00.
State farm Mutual Automibile Insurance Refund.
2003 federal income tax return refund
TOTAL (Also enter on line 5, Recapitulation) $
VALUE AT DATE
OF DEATH
4,715.39
2,000.00
52.41
693.00
7,460.80
2W46AD 2.000 (If more space is needed, insed additional sheets of the same size)
MEMBERS 1st
FEDERAL CREDIT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
237308 -00
11/04/2003
$4,712.84
$2.55
$4,715.39
None
MI~IVl, BERS'-'c" lST FEDERAL CREDIT UNION
'Denise A. Wolfe 6/
Insurance Supervisor
January 16, 2004
Estate of: RUBY I. HARTMOYER
Date of Death: 12/18/2003
Social Security Number: 235-40-0174
5000 Louise Drive · P.O. Box40 · Mechanicsburg, Pennsylvania 17055 · (717)697-1161 ° www. memberslst.org
REVelS09 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Hartmoyer, Ruby L 21-2004-0020
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Owens, Deanna Daughter
B Hartmoyer,
Kenneth K
187 Rose Hill Road
New Cumberland, PA 17070
1524 Sheepford Road
Mechanicsburg, PA 17055
Son
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % Of DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT similar identifying number. Attach deed for jointly-held real estate VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A 04/01/1974 PNC Bank Checking Account 1,174.50 50.00 587.25
#5140027187
2 B 08/14/1996 PNC Bank Checking Account 3,854.99 50.00 1,927.49
#5130048865
TOTAL (Also enter on line 6, Recapitulation) $ 2,514.74
2W46AE 2.000 (If more space is needed, insert additional sheets of same size)
MAR-D1-2004 19:14 PNCBANK 412 ?68 3458
PNCBAN
March 2,2004
Gerald J. Shekletski
414 Bridge Street
P.O. Box E
New Cumberland, PA 17070
Estate of Ruby L. I-Iartmoyer, deceased
SSN: 23540-0174
DOD: 12/18/2003
Dear Mr. Shetletski:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Accounts
Account #5140027187
RUBY L HARTMOY'F_~
DEANNA L OWENS
DOD balance: $1,174.50 (non-interest bearing)
Established 04/01/1974
Account #5130048865
RUBY L HARTMOYER
KENNETH K I-tARTMOYER
DOD balance: $3,584.86 ~- $. 13 accrued interest
Established 08/14/1996
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items,
please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
Rachelle Wells
1-800-762-1775
PT-PFSC-04-F
500 first Ave.
Pittsburgh PA 15219
Member FDIC
TOTAL P.01
REV-15'~ EX + ('f-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Hartmoyer, Ruby L 21-2004-0020
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
5.
6.
7.
DESCRIPTION
fUNERAL EXPENSES:
Parthemore Funeral Home and Cremation Services, Inc.
ADMINISTRATIVE COSTS:
Personat Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State __ Zip
Year(s) Commission Paid:
Attorney Fees Name: Gerald J. Shekletski, Esq.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Long Enterprises - preparation
returns
Oppenheimer Funds Services
of final income tax
TOTAL (Also enter on line 9, Recapitulation) $
AMOUNT
9,100.00
0.00
750.00
0.00
58.00
0.00
0.00
75.00
70.00
10,053.00
2W46AG 2.000 (If more space is needed, insert additional sheets of same size)
REV*1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Hartmoyer, Ruby L 21-2004-0020
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
Sears credit card account #1150156787493
Sears credit card account #5121070160680001
Citibank credit card account #4128002338034015
QVC credit card account #17393139351
Value City credit card account #5856370727465834
PNC Bank credit card account #4264297967378883
Boscov's credit card account'#003260178
AT & T
Verizon
AMOUNT
389.01
830 45
1,323 82
64 91
115 43
67 96
465 73
6 63
7 83
TOTAL (Also enter on line 10, Recapitulation) $ 3,271.77
2W46AH 2000 (If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Hartmoyer, Ruby L
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTW
TAXABLEDISTRIBUTIONS[includeoutrightspousaldistributions, andtransfers
under Sec. 9116(a)(12)]
Owens, Deanna
187 Rose Hill Road
~ew Cumberland, PA 17070
Hartmoyer II, Kenneth K
1524 Sheepford Rd.
Mechanicsburg, PA 17055
Parrack, Patricia J.
Predeceased Decedent
Wagner, Kristina
104 Milky Way
Shippensburg, PA 17257
Hartmoyer, Kortney
1524 Sheepford Rd.
Mechanicsburg, PA 17055
FILE NUMBER
21-2004-002,
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Daughter
Son
Grandchild
Grandchild
Grandchild
AMOUNT OR SHARE
OF ESTATE
60% of Residue
40% of Residue
$1,000.00
$1,000.00
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II.
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.0 0
2W46AI 1.000 (if more space is needed, insert additional sheets of the same size)
Estate of: Hartmoyer, Ruby L
Schedule J Part 1 -- Beneficiaries
Page 2
21-2004-0020
Item
No. Name and Address of Person(s) receiving property
Relationship
Amount or
Share of Estate
Hartmoyer, Kenneth K
1524 Sheepford Road
Mechanicsburg, PA 17055
Son
$1,000.00
COMMONWEAL?N
COUNTY OF
SS:
Deanna Owens
sworn
being duly accordina fo law, deposes and says thats he __j .~_the
Executrix '
of +he 5state of Ruby L. Hartmoyer
Iate of ---Lower-Allen-T-ownsh~p Cumberland County, Pa., d
' eceasea and that the
within is an inventory made by Deanna Owe_ns , the sa[d
of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside
the Commonwea'fn of ?ennsyJvania. and that the figures opposite each '~= cf the Inventory represent it's fair value
~ : , Jl~m
as of the date of :]ec~aents death.
and subscribed before me,
E~ecufor . AO'm;ni~frafor
Deanna Owens
Adclres~
New--Cumh~inland~A
17070
Date of Death 18
December 2003
Day Month Year
INSTRUCTIONS
!. .An inventory .must be f'iea wifhln three months after appointment of personal represenfaHve.
2. A :uppiemenf ~nventary must be filed within fhirfy days of discovery of additional assets.
-'.. Aaa,~,ona~ :hee+~ ma,/ be attached as to personalty or reatfy
4. See Art[cie iV. Fiduciaries Act of 1949.
CD
Inventory of the real and personal estate of
Ruby L. Hartmoyer
deceased
REAL ESTATE
NONE
PERSONAL PROPERTY
1. Members 1st Federal Credit Union Regular SaVings
Account 9237308-00
2. 1995 Oldsmobile Achieva automobile VIN IGNL55M6SM316228
Titie Number 48235467002HA
State Farm Mutual Automobile Insurance Refund
2003 federal income tax refund
TOTAL REAL ESTATE AND PERSONAL PROPERTY
!
.$ 2,00i-~
!}$ 52.4!
iS 6931. 0¢
!iS 7,460 8¢
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Ruby L. Hartmoyer
Date of Death: December 18, 2003
Will No. 2004-00020
To the Register:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court
Rules, I report the following with respect to completion of the
administration of the above-captioned estate:
Yes
1. State whether administration of the estate is complete:
X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
be complete:
3. If the answer to No. 1 is Yes, state the following:
(a) Did the personal representative file a final
account with the Court? Yes No X
(b) The separate Orphans' Court No. (if any) for the
personal representative,s account is: N/A
(c) Did the personal representative state an account
informally to the parties in interest? Yes X No
(d) Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with
the Clerk of the Orphans'
report.
Date: ~~/~/ ~W
Capacity:
Court an~/~e attached ~
' eraldCI<'. Shekletski, Esquire
414 Bridge Street
New Cumberland, PA 17070
717-774-7435
Personal Representative
X
Counsel for Personal
Representative
est\rel\lform.rel
IN RE: ESTATE OF
RUBY L. HARTMOYER, LATE
OF LOWER ALLEN TOWNSHIP
CUMBERLAND COUNTY,
PENNSYLVANIA
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
: No. 2004-00020
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, KENNETH K. HARTMOYER II,
being one of the beneficiaries under the will of RUBY L. HARTMOYER, do
hereby acknowledge that I have received all sums of money and property
due me by virtue of the death of RUBY L. HARTMOYER, in full satisfac-
tion and settlement of all of my rights and claims under her estate.
I further declare, intending to be legally bound, that I hereby
waive my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution in any Court of Common Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed in a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
AND THEREFORE, I, KENNETH K. HARTMOYER II, do by these presents,
remise, release, quitclaim and forever discharge the Executrix, her
heirs, successors and assigns, from the acts of the Executrix as
aforesaid, and of and from all actions, suits, payments, accounts,
reckonings, claims, and demands whatsoever, for or by reason thereof,
or any other act, matter, cause or thing whatsoever, and I do hereby
consent to the discharge of the said Executrix.
~IN WITNESS WHE/r- ~OF,~/I~e hereunto set my hand and seal the
day of ~// ~ . , 2004.
Witness KENNETH K. HART~K~ER II
COMMONWEALTH OF PENNSYLVANIA:
: SS:
COUNTY OF CUMBERLAND :
,\
on t h s, ,
me a Notary Public, the undersigned o~icer, personally appeared
KENNETH K. HARTMOYER II, known to me (or satisfactorily proven) to be
the person whose name is subscribed to the within instrument and
acknowledged that he executed the same for the purposes therein
contained.
IN WIT~SS ~E~OF, I have hereto set my~and and seal the day
and year first above written. ~~~_
Notary Public
C~~ ~ ~V~
NOTAR~L S~
~ROL L. TROXELL, N0~ PublE I
N~ Cum~ Bom. Cumbar~nd Co. I
~ ~mm~s~lo~ ~p~r~ ~e% 27, ~51
est\rel\lform.rel
IN RE: ESTATE OF
RUBY L. HARTMOYER, LATE
OF LOWER ALLEN TOWNSHIP
CUMBERLAND COUNTY,
PENNSYLVANIA
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
: No. 2004-00020
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, DEANNA OWENS, being one
of the beneficiaries under the will of RUBY L. HARTMOYER, do hereby
acknowledge that I have received all sums of money and property due me
by virtue of the death of RUBY L. HARTMOYER, in full satisfaction and
settlement of all of my rights and claims under her estate.
I further declare, intending to be legally bound, that I hereby
waive my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution in any Court of Common Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed in a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
AND THEREFORE, I, DEANNA OWENS, do by these presents, remise,
release, quitclaim and forever discharge the Executrix, her heirs,
successors and assigns, from the acts of the Executrix as aforesaid,
and of and from all actions, suits, payments, accounts, reckonings,
claims, and demands whatsoever, for or by reason thereof, or any other
act, matter, cause or thing whatsoever, and I do hereby consent to the
discharge of the said Executrix.
IN WITNESS WHEREOF,~_.~I have hereunto set my hand and seal the
day of ~,7~_~/- , 2004.
Witness DEANNA OWENS
COMMONWEALTH OF PENNSYLVANIA:
:
COUNTY OF CUMBERLAND :
SS:
me a Notary Public, the undersigned officer,' personally appeared
DEANNA OWENS, 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 have hereunto set my hand and seal the day
and year first above written.
COMMC~WEALll-I OF
NOTARIAL SEAL
KATHLEEN KEIM, Notary Public
New Cumberland Boro. Cumberland
My, Commisrdon Expires Dec. 5.
est\rel\lform.rel
IN RE: ESTATE OF
RUBY L. HARTMOYER, LATE
OF LOWER ALLEN TOWNSHIP
CUMBERLAND COUNTY,
PENNSYLVANIA
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
: No. 2004-00020
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, KRISTINA WAGNER n/k/a
KRISTINA DEUTSCH being one of the beneficiaries under the will of RUBY
L. HARTMOYER, do hereby acknowledge that I have received all sums of
money and property due me by virtue of the death of RUBY L. HARTMOYER,
in full satisfaction and settlement of all of my rights and claims
under her estate.
I further declare, intending to be legally bound, that I hereby
waive my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution in any Court of Common Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed in a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
AND THEREFORE, I, KRISTINA WAGNER n/k/a KRISTINA DEUTSSCH, do by
these presents, remise, release, quitclaim and forever discharge the
Executrix, her heirs, successors and assigns, from the acts of the
Executrix as aforesaid, and of and from all actions, suits, payments,
accounts, reckonings, claims, and demands whatsoever, for or by reason
thereof, or any other act, matter, cause or thing whatsoever, and I do
hereby consent to the discharge of the said Executrix.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the
day of /~'~ , 2004.
Witness
COMMONWEALTH OF PENNSYLVANIA:
:
COUNTY OF CUMBERLAND :
KRISTINA WAGNER n/k/a KRISTINA
DEUTSCH
SS:
On this, the tJ day of ~.~~ , 2004, before
me a Notary Public, the undersigned offider, personally appeared
KRISTINA WAGNER n/k/a KRISTINA DEUTSCH, 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 pur-
poses therein contained.
IN WITNESS WHEREOF, I have
and year first above written.
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
KATHLEEN KEIM, Notary Public
New Cumberland Boro. Cumberland Co.
~ Commission F.x~ms ~,c. 5. 200e
hereunto set my hand,a~ seal the day
Notary ~b~i~
est\rel\lform.rel
IN RE: ESTATE OF
RUBY L. HARTMOYER, LATE
OF LOWER ALLEN TOWNSHIP
CUMBERLAND COUNTY,
PENNSYLVANIA
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
: No. 2004-00020
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, KENNETH K. HARTMOYER,
legal guardian of KO~TNEY HARTMOYER, being one of the beneficiaries
under the will of RUBY L. HARTMOYER, do hereby acknowledge that I have
received all sums of money and property due me by virtue of the death
of RUBY L. HARTMOYER, in full satisfaction and settlement of all of my
rights and claims under her estate.
I further declare, intending to be legally bound, that I hereby
waive my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution in any Court of Common Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed in a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
AND THEREFORE, I, KENNETH K. HARTMOYER, legal guardian for
K~TNEY HARTMOYER, do by these presents, remise, release, quitclaim
and forever discharge the Executrix, her heirs, successors and as-
signs, from the acts of the Executrix as aforesaid, and of and from
all actions, suits, payments, accounts, reckonings, claims, and
demands whatsoever, for or by reason thereof, or any other act,
matter, cause or thing whatsoever, and I do hereby consent to the
discharge of the said Executrix.
~__IN~, day'ITNESSof ~-RE//~OF,~.%.~ I have hereunto, 2004. set my hand and seal the
Witness
COMMONWEALTH OF PENNSYLVANIA:
KENNETH K. HARTMOYER, legal
guardian for K~TNEY HARTMOYER
SS:
COUNTY OF CUMBERLAND /7 : #~,.~,.--a _~
this, the ~ day of ~'~~' , 2004, before
On
me a Notary Public, the undersigned offi~e{j personally appeared
KENNETH K. HARTMOYER, legal guardian for KOiRTNEY HARTMOYER , known to
me (or satisfactorily proven) to be the person whose name is sub-
scribed to the within instrument and acknowledged that he executed the
same for the purposes therein contained.
IN WITNESS WHEREOF, I have
and year first above written.
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
KATHLEEN KEIM, Notary Public
New Cumberland Boro. Cumberland Co.
My Comm~lon Expires Dec. 5. 2006
hereunto set my hand/~s
~ar yP~l~,~
eal the day
est\relllform.rel
IN RE: ESTATE OF
RUBY L. HARTMOYER, LATE
OF LOWER ALLEN TOWNSHIP
CUMBERLAND COUNTY,
PENNSYLVANIA
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
:
ORPHANS' COURT DIVISION
NO. 2004-00020
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, KENNETH K. HARTMOYER,
being one of the beneficiaries under the will of RUBY L. HARTMOYER, do
hereby acknowledge that I have received all sums of money and property
due me by virtue of the death of RUBY L. HARTMOYER, in full satisfac-
tion and settlement of all of my rights and claims under her estate.
I further declare, intending to be legally bound, that I hereby
waive my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution in any Court of Common Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed in a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
AND THEREFORE, I, KENNETH K. HARTMOYER, do by these presents,
remise, release, quitclaim and forever discharge the Executrix, her
heirs, successors and assigns, from the acts of the Executrix as
aforesaid, and of and from all actions, suits, payments, accounts,
reckonings, claims, and demands whatsoever, for or by reason thereof,
or any other act, matter, cause or thing whatsoever, and I do hereby
consent to the discharge of the said Executrix.
IN WITNESS~6HEREOF, I have hereunto set my hand and seal the
day of //~?~.~/ , 2004.
Witness
COMMONWEALTH OF PENNSYLVANIA:
:
KENNETH K. HARTMOYER
SS:
COUNTY OF CUMBERLAND :
On this, the C~ ~ day of ~~ 2004, before
me a Notary Public, the undersigned off=~=~,. F=zoonall~ appeared
KENNETH K. HARTMOYER, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument and acknowl-
edged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have
and year first above written.
COf4/VlON~ OF PENNSYLVANIA
NOTARIAL SEAL
KATHLEEN KEIM, Notary Public
New Cumberland Boro. Cumberland Co. I
MY Commission Expires Dec. 5. 2006
hereunto set my hand/e~ seal the day
Notary P~~
BUREAU OF INDTVTDUAL TAXES
I'NHERTTANCE TAX D~'VTSTON
DEPT. Z80601
HARRTSBURG, PA 17ZZ8-0601
CONNONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DISALLONANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
REV-IS47 EX AFP (01*OS)
GERALD J SHEKLETSKI ESQ
STONE ETAL
PO BOX E
NEW CUMBERLAND PA 17070
DATE 07-Z6-ZOOfi
ESTATE OF HARTNOYER
DATE OF DEATH 12-18-2003
FZLE NUNBER 21 04-0020
COUNTY CUNBERLAND
ACN 101
Amoun~ Remi~ced
RUBY L
HAKE CHECK PAYABLE AND RENTT PAYNENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF HARTNOYER RUIIY L FILE NO. 21 04-OOZO ACN 101 DATE 07-26-2004
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON:
1
2
3
6
7
8.
ORIGTNAL RETURN
Real Es~a~e (Schedule A) (1)
S~ocks and Bonds (Schedule B)
Closely Held S*ock/Par~nership Tn*eres~ (Schedule C) (3)
Nor~cgages/NoJ:es Receivable (Schedule D)
Cash/Bank Deposi~cs/Misc. Personal Proper~cy (Schedule E) (5)
Jointly Owned Proper*y (Schedule F) (6)
Transfers (Schedule G) (7)
To':al Asse~:s
APPROVED DEDUCTIONS AND EXENPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule
11.
12.
15.
NOTE:
ASSESSHENT OF TAX:
15. Amoun~ of Line lq a~ Spousal ra~e
16. Amoun~ of Line 1~ ~axable a* Lineal/Class A ra~e
17. Amoun~ of L/ne 1~
18. Amoun* of LAne 1~ ~axable a* Collateral/Class B ra*e
19. PrAncApal Tax Due
TAX CREDITS:
PAYMENT RECEIPT D/$COUNT
DATE NUMBER INTEREST/PEN PAID (-)
.00
.00
.00
.00
7;460.80
2;514.74
.00
NOTE: To insure proper
cradi~ ~o your account,
submi~ ~ha upper portion
of ~his form wL~h your
~ax payment.
(8) 9,975.55
(9)
(10) $. ,~,7~': 7 7 ~ ~;~
To'l:al Doduc'l:lons CT 'i: (11) =i~:~324.77
Ne~ Value of Tax Rs~urn
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule d)~;~ (15)~ .... ~;; . O0
~e~ W~ue of Es~e SuU~ec~ ~o T~x ~' [~)~ 73~5~9.25-
I~ an assessment ~as lssued pPevlously, 11nes 1~, 15 and/~ ~16, ~ 18 ~ 19 ~ill
Pe~lect ~i~uPes that lnclude the total o~ ALL PetuPns asses~d
(is) . oo . oo
(16) .00 x 045= .00
(17) .00 x 12 = .00
(18) .00 x 15 = .00
(19)= . O0
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE IS REFLECTED AS A 'CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE S/DE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION:
Estates of decedents dying on or before December 1Z, 198Z -- if any futurm interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, tho Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such futurm interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Net[ce and submit with your payment to the Register of Nills printed on the reverse side.
--Hake check ar money order payable to: REGISTER OF gILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Rmturn, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications ara available at the Office
of the Register of Hills, any of the Z$ Revenue District Offices, or by calling the special Z~-hour
answering service for fores ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-800-4~7-30Z0 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 2810Z1, Harrisburg, PA 1?lIB-lOll, OR
--election to have the matter determined at audit cf the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. Sma page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three ($) calendar months after the decedmnt's death, a five percent (SI) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, tho first day after the end of tho tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date cf
death, to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of
six CSX) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 19BZ will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ lOX .O005~B ~'~-X991 Ill .O0050X ~ 9Z .000247
1983 16Z .000438 199Z 92 .O00Z~7 ZOOZ 6Z .000164
1984 llX .000301 1993-199~ 72 .000192 2003 5Z .000137
1985 13Z .000556 1995-1998 9Z .O00Z~7 ZOO~ 4Z .000110
1986 IOZ .000Z7~ 1999 7Z .00019Z
1987 iOZ .OOOZ?4 ZOOO 7Z .OO019Z
--Interest is calculated as follows:
ZNTEREST= BALANCE OF TAX UNPAZD X NUNBER OF DAYS DELTNQUENT X DAZEY ZNTEREST 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 tho
Notice, additional interest must bm calculated.
March 10, 2004
ESTATE OF: RUBY HARTMOYER
DECEASED
( NO. 21-2004-20
( IN THE PROBATE COURT:
(CUMBERLAND PA
RECEIPT AND RELEASE
The undersigned hereby acknowledges receipt of payment and complete satisfaction of the lien
previously filed in this cause of action by CITIBANK (SOUTH DAKOTA), N.A., Tax ID #13-2665911,
for Account Number(s) 4128002338034015.
This is also a RELEASE of the Estate and all persons acting for or on behalf of such Estate with
respect to any and all claims or demands which the undersigned may have with respect to the Estate of any
of its assets.
CITIBANK (SOUTH DAKOTA),N.A.
STATE OF MISSOURI
COUNTY OF PLATTE
SHAWN HARMER Manager for
CiticorpCredit Services, Inc(USA) under limited
power of attorney for Citibank (South Dakota) N.A.
This instrument was acknowledged before me on March 10, 2004, by SHAWN HARMER of
CITIBANK (SOUTH DAKOTA), N.A., in said capacity and on behalf of said corporation.
otary P~blic, Stt~ of Missouri
SHE/L£y R. BAKER
t'lotary ?ub[ic - ~otary Seat
Sta~ of t'l~ssouri
Clay Cnm~tv
. ~Y Comm,>sm] [xp~res 5spt. 6. 2006