HomeMy WebLinkAbout08-04-08 (2)15056041125
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Harrisburg PA 17128-0601 RESIDENT DECEDENT 2 1 0 7 1 0 4 3
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 7 2 0 1 0 6 6 4 1 1 0 4 2 0 0 7 1 2 2 4 1 9 0 7
Decedent's Last Name Suffix Decedent's First Name MI
R I G L I N G L U C l N D A E
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
MI
O 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
D A V I D H S T O N E E S Q U I R E 7 1 7 7 7 4 7 4 3 5
Firm Name (If Applicable)
S T O N E L A F A V E R~ S H E K L E T S KI
First line of address
4 1 4 B R I D G E S T R E E T
Second line of address
City or Post Office
N E W C U M B E R L A N D
State ZIP Code
P A 1 7 0 7 0
Correspondent's a-mail address: DSTONE(c~STONELAW.NET
Under penalties of perjury, 1 declare that I have examined this return, including accompanyin chedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declarati of preparer other than the perso is bas n all infor tion of which preparer has any knowledge.
SIG~jIAT RE O PERSON RE SIBLE FOR FILING RETU G~ / DALE
h' ,~ ~l .~r G~ ~at~ eA~c~~. / ~.~ P~C~r:s~" K/ I ~Z~D r<
ADDRESS
344 HILLSIDE 4~ 334 EVERGREEN ST. NEW ERLAND PA 17070
T P ER THER THAN REPRESENTATIVE DATE
414
iTR~ET NEW CUMBERLAND PA 17070
PLEASE USE ORiGfNAL FORM ONLY
Side 1
15056041125 15056041125
15056042126
REV-1500 EX
Decedent's Social Security Number
decedent's Name: LUCINDA E. RIGLING 1 7 2 0 1 0 6 6 4
RECAPITULATION
1. Real estate (Schedule A) 6 5 0 0 0 0 0
........................................ 1.
2. Stocks and Bonds (Schedule B) .................................. 2. 2 4 1 8 7 2 3 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D) ................. ..... .. 4.
4 8 7 8 5 8 . 6 6
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... .. 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6•
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ..... .. 7.
8. Total Gross Assets (total Lines 1-7) .................... ..... .. 8. 7 9 4 7 3 0. 9 6
9. Funeral Expenses & Administrative Costs (Schedule H) ......... ..... .. 9. 8 6 6 3 2 9 8
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..... ..... .. 10. 5 1 2 4 1 7
11. Total Deductions (total Lines 9& 10) .................... ..... .. 11. 9 1 7 5 7 1 5
12. Net Value of Estate (Line 8 minus Line 11) .................. ..... .. 12. 7 0 2 9 7 3 8 1
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ........... ..... .. 13• •
14. Net Value Subject to Tax (Line 12 minus Line 13) ........... ..... .. 14. 7 0 2 9 7 3 8 1
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
0 0
0
15
0
0
0
(a)(1.2) X.0 .
16. Amount of Line 14 taxable
0 0
0
16
0.
0
0
at lineal rate X .0_ .
17. Amount of Line 14 taxable
0 0
0
17
0.
0
0
at sibling rate X .12 .
18. Amount of Line 14 taxable 7 0 2 9 7 3 8 1 1 0 5 4 4 6 0 7
at collateral rate X .15 1 g.
19. Tax Due ................................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056042126
Side 2
1 0 5 4 4 6. 0 7
15056042126 J
REV-1500 EX Page 3
Der;edent's Complete Address:
File Number
21 07 1043
DECEDENT'S NAME
LUCINDA E. RIGLING
STREET ADDRESS
620 THIRD STREET
CITY STATE
NEW CUMBERLAND IPA
ZIP
17070-
Tax Payments and Credits:
~. Tax Due (Page 2 Line 19) (1) 105,446.07
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments 100,000.00
C. Discount 5,263.00
Total Credits (A + B + C) (2) 105,263.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 183.07
A. Enter the interest on the tax due. (5A}
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 183.07
Make Check Payable to: REGISTER OF WILLS, AGENT
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; .......................... ..... X
c. retain a reversionary interest; or ........................................................................................... ..... ^
d. receive the promise for life of either payments, benefits or care? .................................................. ..... ^ 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................................................................. ...... ^ 0
3. Did decedent own an "in trusl for" or payable upon death bank account or security at his or her death? ... ...... ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............................................................................................ ...... ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 three (3) percent [72 P.S. §9116 (a) (1.1) (i)j.
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 zero (0) percent
[72 P.S. §9116 (a) (1.1) (ii)j. 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 of a natural parent, an
adoptive parent, ~x a stepparent of the child is zero (0) percent [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 four and one-half (4.5) percent, except as noted in
72 P.S. §9116(1.2) p2 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 twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (6-98)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LUCINDA E. RIGLING 21 07 1043
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real roe which is 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~ 1/2 interest of property located at 620 Third St., New Cumberland, Cumberland 65,000.00
County, PA sold to Anita C. Uibel and Matthew H. Uibel, husband and wife
for $130,000 divided by 2 $$65,000
TOTAL (Also enter on line 1, Recapitulation) ~ $ 65,000.00
(If more space is needed, insert additional sheets of the same size)
REV-1503 EX + (6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LUCINDA E. RIGLING 21 07 1043
All property jointlyowned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
~ 500 shares $500 Series HH Bond dated 1-1998 @ $1.000 each 500.00
Cert No. D4584216HH
2 3 #10000 Series HH Bonds dated 1-1998 30,000.00
Cert No. X888479HH, X888480HH, X888481 HH
3 9830.801 shares Fulton Financial Advisors-UGSCX stock @ $13.520 each 132,912.43
4 196 shares PNC Financial Serv. stock @ $68.300 each 13,386.80
High 69.43, low 67.17 equals 68.30 per sh
5 2006.297 shares PNC Investments-Blackrock Fds Gv Inc Invs A @ $10.480 each 21,025.99
6 856.392 shares PNC Investments-Blackrock Multi St Mun Ser Tr @ $11.120 each 9,523.08
7 840 shares The Hershey Company stock @ $41.100 each 34,524.00
High 41,46, low 40.74 equals 41.10 per sh
TOTAL (Also enter on line 2, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX: + (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ MSC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LUCINDA E. RIGLING 21 07 1043
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~ 1989 Plymouth auto sold to Brian S. Rogers 500.00
2 Country Meadows-refund on nursing care 1,567.07
3 Fulton Bank-CD #052-0197224 19,008.12
Princ. $19,008.12, Int. 218.46
4 Fulton Bank-CD #052-0197224 -Accrued Interest 218.46
5 I Fulton Financial Advisors-MM account
6 M&T Bank-CD #031003913918446
Princ. $30,006.87, Int. $46.79
7 M&T Bank-CD #031003913918446 -Accrued Interest
8 M&T Bank-CD #031003913918751
Princ. $10,000, Int. $1.07
9 M&T Bank-CD #031003913918751 -Accrued Interest
10 M&T Bank-CD #031003914518146
Princ. $30,000, Int. $16.05
11 M&T Bank-CD #031003914518146 -Accrued Interest
12 M&T Bank-CD #031003914594542
Princ. $30,004.04, Int. $40.14
13 M&T Bank-CD #031003914594542 -Accrued Interest
14 Miscellaneous personal property (furniture)
15 PNC Bank-Checking Acct. #5140052876
Princ. $121,505.91, Int. $30.91
16 PNC Bank-Checking Acct. #5140052876 -Accrued Interest
TOTAL (Also enter on line 5, Recapitulation) $
12.14
30,006.87
46.79
10,000.00
1.07
30,000.00
16.05
30,004.04
40.14
1,000.00
121,505.91
30.91
487.858.66
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
LUCINDA E. RIGLING
Decedent's Name
Page 1
21 07 1043
File Number
Schedule E -Cash, Bank Deposits, & Misc. Personal Property
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
17 PNC Bank-Savings Acct. #5004081891 55,261.09
Print. $55,261.09, Int. $140.80
18 PNC Bank-Savings Acct. #5004081891 -Accrued Interest 140.80
19 Sovereign Bank-CD #0775146673 26,657.43
Print. $26,657.43, Int. $17.61
20 Sovereign Bank-CD #0775146673 -Accrued Interest 17.61
21 Sovereign Bank-CD #0775148976 70,000.00
Print. $70,000, Int. $40.28
22 Sovereign Bank-CD #0775148976 -Accrued Interest 40.28
23 Sovereign Bank-CD #0775275233 10,000.00
Print. $10,000, Int. $5.30
24 Sovereign Bank-CD #0775275233 -Accrued Interest 5.30
25 Sovereign Bank-MM Savings Acct #0771040644 62,866.80
Print. $62,866.80, Int. $46.85
26 Sovereign Bank-MM Savings Acct #0771040644 -Accrued Interest 46.85
27 Wachovia Bank-CD 18,849.40
Print. $18,849.40, Int. $15.53
28 Wachovia Bank-CD -Accrued Interest 15.53
SUBTOTAL SCHEDULE E 243,901.09
GRAND TOTAL SCHEDULE E $ 487,858.66
EV-1511 EX + (12-99)
SCHEDULE H
COMMON~IVEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LUCINDA E. RIGLING 21 07 1043
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
Stone Murray Funeral Home-funeral expenses 7,564.00
Olde Towne Florist-flowers for funera 676.23
Christine Rigling-Reimb. for clothing and dinner 115.84
B. ADMINISTRATIVE COSTS:
~. Personal Representative's Commissions
Name of Personal Representative (s) Thomas G. Rigling, III Edward M.Rigling 32,000.00
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 344 Hillside Dr 334 Evergreen St
city New Cumberland state PA Z;p 17070
Year(s) Commission Paid: 2008
2 Attorney Fees David H. Stone, Esquire 32,000.00
3, 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
a. Probate Fees Register of Wills-Cumberland Co. & 9 add'I short cert 616.00
5 Accountant's Fees
6. Tax Return Preparer's Fees
~ PNC Bank-stop payment charge on check 31.00
2 PNC Bank-fee for copies 6.00
3 Kristin Rogers-cleaning and moving items at prop. 3587.00
4 Internal Revenue Service-tax due on 1040 return 1411.00
5 Com of PA-tax due on PA40 508.00
6 Cumberland Law Journal-adv. grant of letters 75.00
7 Prudential Invstmt-overpayment on retirement 153.21
8 SAC Oil-services rendered at property (1/2) 154.75
9 SAC Oil-services at property (1/2) 162.75
10 Postmaster-box rental 68.00
11 Shipley Oil-services at property (1/2) 561.24
12 Postmaster-stamps & cert mail fee 13.41
TOTAL (Also enter on line 9, Recapitulation) $ $6,632.98
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
LUCINDA E. RIGLING 21
Decedent's Name Page 2
Schedule H -Funeral Expenses ~ Administrative Costs - 67.
07 1043
File Number
ITEM
NUMBER DESCRIPTION AMOUNT
13 Checks written but not cleared until after death 343.01
14 Checks written but not cleared until after death 1.99
15 American Oil-furnace malfunction service (1/2) 30.00
16 Hillcrest Critter-termite treatment at prop. (1/2) 691.65
17 Kann's Landscaping-leaf removal at prop (1/2) 22.50
18 Robin Gasperetti-real estate taxes on property 1/2 254.37
19 1 Stop Storage-rental on storage unit 168.93
20 1 Stop Storage-rental on storage unit 137.80
21 1 Stop Storage-rental on storage unit 137.80
22 1 Stop Storage-rental on storage unit 137.80
23 1 Stop Storage-rental on storage unit 137.80
24 1 Stop Storage-rental on storage unit 275.60
25 New Cumberland Boro-sewer & trash at property 1J2 34.02
26 Shipley Oil-services at property (1/2) 85.03
27 PAWC-water services at property (1/2) 6.16
28 PPL Corp-services at propoerty (1/2) 12.69
29 PAWC-water services at property (1/2) 11.91
30 Verizon-services at property (1/2) 36.80
31 PPL Corp.-services at property (1/2) 26.81
32 New Cumberland Borough-sewer & trash (1/2) 39.33
33 PPL Corp-services at property (1/2) 7.26
34 PPL Corp-services rendered at property (1/2) 12.88
35 New Cumberland Borough-sewer & trash at prop 1/2 40.95
36 PAWC-water service at property (1/2) 18.93
37 PPL Corp-services at property (1/2) 19.61
38 PAWC-water service at property (112) 13.71
39 PPL Corp-services at property 1/2 19.81
40 PAWC-water service at property (1J2) 6.34
41 The Patriot News Co-adv. grant of letters 168.06
42 Register of Wills-filing Inh. Tax Return and Inventory 30.00
43 Reserve for settlement costs on sale of property 1,500.00
44 Reserve for closing expenses 2,500.00
SUBTOTAL SCHEDULE H-B7 ~ 6,929.55
REV-1512 EX + 112-03)
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT ~
ESTATE OF FILE NUMBER
LUCINDA E. RIGLING 21 07 1043
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~ Kunkle Surgical-debt of last illness 17.07
2 Burick & Azizkhan-services rendered 8.00
3 Genzyme-med+cal bill from pathology 386.51
4 Holy Spirit Hospital-debt of last illness 163.49
5 Genzyme-medical bill with pathology 17.61
6 Healthsouth-services rendered 28.27
7 Quantum Imaging-services rendered 4.78
8 Dailey Eye-services rendered 2.32
9 Mobile X-ray-services rendered 7.87
10 Hospice Central PA-services rendered 4,480.00
11 Hospice of Central PA-services rendered 8.25
TOTAL {Also enter on line 10, Recapitulation) I $ 5,124.17
(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 FILE NUMBER
LUCINDA E. RIGLING 21 07 1043
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Thomas G Rigling III Collateral 210,892.14
344 Hillside Drive
New Cumberland PA 17070-
2 Edward Mark Rigling Collateral 210,892.14
334 Evergreen Street
New Cumberland PA 17070-
3 Monique Rigling Collateral 281,189.53
PO Box 672
Lahaska, PA 18931
II.
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $
(If more space is needed, insert additional sheets of the same size)
ap\wills\rigling.luc
~~~ .
LAST WILL AND TESTAMENT
OF
LUCINDA E. RIGLING
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I, LUCINDA E. RIGLING, of the Borough of New Cumberland, County
of Cumberland, Commonwealth of Pennsylvania, declare this to be my
last will and revoke any will previously made by me.
ITEM I: I give and bequeath my household goods and furnishings
~ _.
~v
~,
and personal effects, not including cash or securities, to be divided
among the beneficiaries hereafter named as they may agree, the
appraised value of each item taken to be charged against the share of
the beneficiary receiving it. Any items not desired by any of my
beneficiaries may be sold by my executors and the proceeds added to my
residuary estate.
ITEM II: I give and bequeath my stock in PNC Bank Corp. and
Hershey Foods, Inc., or their corporate successors, to my brother,
Thomas G. Rigling, if he survives me.
ITEM III: All the rest, residue and remainder of my estate I give
and bequeath as follows:
A. Forty (40) per cent to my great-niece, Monique Rigling;
B. Thirty (30) per cent to my great-nephew, Thomas G. Rigling
III;
C. Thirty (30) per cent to my great-nephew, Edward Mark Rigling.
Page 1 of 4
~, ~ ~ ~ ,
ITEM IV: I appoint my brother, Thomas G. Rigling, executor of
this will. If he fails to qualify or ceases to act for any reason, I
appoint Thomas G. Rigling III and Edward Mark Rigling, co-executors in
his place.
ITEM V: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his duties in
any jurisdiction.
IN WITNESS WHEREOF, I, LUCINDA E. RIGLING, have hereunto set my
hand and seal this Y day of ~ ~~Z~L~J , 1998.
~~
,;
LUCINDA E. RIGLI
SIGNED, SEALED, PUBLISHED and DECLARED by LUCINDA E. RIGLING, 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 each other, have subscribed our names as witnesses.
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~itness Address
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Witness Address
Page 2 of 4
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COMMONWEALTH OF PENNSYLVANIA:
. SS:
COUNTY OF CUMBERLAND :
I, LUCINDA E. RIGLING, 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.
/ ~ S/ //
` 14~.i :il.'GG~ C..'. I L ..':~~
LUCINDA E. RIGLING ~~
Sworn to or affirmed to and acknowledged before me by LUCINDA E.
i~
RIGLING, the Testatrix, this '~ day of '/i:~.4_t ~E' 1998.
`~
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~' Notary Publi,
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Ay L'om .. _.,,..n ~,c1;,::., ~.~. ,,.~~ 27, 20;;1
Page 3 of 4
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COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND :
We, ~i,>r ~"~n.' ,L• ~~~ LI and ~ ~ r _ ~~ ~~ F~'
c e _ ~ ~ e ;~ r~• C'1
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;
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..
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Witness
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Witness
Sworn to or affirmed to and acknowledged before me by
_~~,;~.; ~~~~„~ / ~'-, ~~~ ~; and _~.~ <7r ',GS ,~~ t` ton F
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witnesses, this '"`"^ day of ~' ~ r:z.-.,. _<- 1998 .
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/ Notary Publi~
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Page 4 of 4 _ _ _ -
,, ~_: ~ .
REV-485 EX + (3.04)
COMMONWEALTH OF PENNSYLVAN{A
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
SAFE DEPOSIT BOX
INVENTORY
Please Print or Type
MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNEn Tn nanvF annaFCc
COUNTY CODE FILE NUMBER SOCIAL SECURITY (Required) OR DEATH CERTIFICATE NUMBER {only it SSN is unknown)
21 2007-1043 172-01-0664
DECEDENT'S NAME (LAST, FIRST, MIDDLE} DATE OF DEATH
Rigling, Lucinda E. 11/01/2007
ADDRESS OF DECEDENT (STREET) (CITY) (STATE) (ZIP CODE)
620 Third Street New Cumberland PA 17070
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
(NAME)
David H. Stone, Esquire
(STREET NAME) (CITY) (STATE
(ZIP CODE)
414 Bridge Street New Cumberland PA 17070
NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING
a. (NAME) (RELATIONSHIP)
David H. Stone, Esquire Attorney for Estate
(STREET NAME) (CITY) (STATE
(ZIP CODE)
414 Bridge Street New Cumberland PA 17070
b. (NAME) (RELATIONSHIP)
(STREET NAME) (CITY) (STATE
(ZIP CODE)
c. (NAME) (RELATIONSHIP)
(STREET NAME) (CITY) STATE
( )
(ZIP CODE)
' NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS 40CATED
(NAME)
PNC Bank
(STREET NAME) (CITY}
(s
E)
(
E)
331 Bridge Street New Cumberland PA 17070
1 NAME OF PERSON MAKING LAST ENTRY DATE AND TIME OF LAST ENTRY
Lucinda E. Ri lin 6/29/2004 11:00 am
DATE OF CONTRACT TO RENT BOX NUMBER OF BOX ~ TITLE UNDER WHICH BOX IS REQUESTED
7177 Lucinda E. Ri lin & Thomas G. Ri lin
NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX
a. (NAME) b. (NAME)
Lucinda E. Rigling Thomas G. Rigling, deceased
(STREET ADDRESS) (STREET ADDRESS)
620 Third Street 620 Third Street
(CITY) (STATE) (ZIP CODE) (CITY} (STATE
)
(
E)
New Cumberland PA 17070 New Cumberland PA 17070
NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY
WAS A WILL IN THE BOX? ^ YES ~ NO If yes, a. Date of will:
b. Name and address of personal representative, if named in the will
(NAME)
(STREET NAME) (CITY) (STATE
(ZIP CODE)
c. Name artd address of attorney, if any
(NAME)
David H. Stone, Esquire
(STREET NAME) (CITY) (STATE) (ZYP CODE)
414 Bridge Street New Cumberland PA 17070
SAFE DEPOSIT BOX INVENTORY Page of
{NSTRUCTIONS
The Department is authorized under federal law , 42 U.S.C. § 405(c), to use the decedent's Social Security number in
administering this state tax law. The Department uses Social Security numbers to establish a decedent's identity and
ensure proper credit for tax payments.
(1) Cash: Report total only.
(2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be
designated by name of company, certificate number, date of certificate, name in which stock is registered, and
number of shares and class of stock.
(3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and
type of ownership, i.e„ jointly held, payable on death, etc.
(4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds)
(5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book,
name of bank and branch, and balance.
(6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible.
(7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully
as possible.
(8) Atl other contents.
ITEM ITEM DESCRIPTION
NO..
1 Deed -dated 5/16/1907- Lots 9 & 10 Block D, New Cumber{and, to George B. Rigling from Frank Lieb, et al
2 Deed -dated 8/1611914 -Lots 7 & 8 Block D, to George B. Rigling from William Fencil, et al. Sold to George S. Davison 3/11/1977
3 Deeds - plots Lot G 118 & Lot F 118 in Mt. Olivet Cemetery
4 Car title -1989 Plymouth Sdn V{N# Y2309798201 RI
5 Aetna Life Insurance Policy -Group Policy T-4006-57608, paid up insurance $1,174.74
6 North American Company Policy - G-060300, 17-057608, paid up insurance $1,066.38
7 Hershey Food Corporation Stock Certificate - cent #197002, 210 shares
cent #23003, 35 shares
cent #81406, 140 shares
Corp #427866108
cent #C0151039, 35 shares (Hershey Chocolate Co.)
8 PNC Financial Corporation - cent #210333,196 shares
carp # 693475105
9 Bonds - HH $500 01/1998 #D4584216HH deferred interest $426.85
HH $10,000 01(1998 X888481HH deferred interest $8,536.85
HH $10,000 0111998 X8884809HH deferred interest $8,537.00
HH $10,000 01!1998 X888479HH deferred interest $8,536.80
I CERTIFY UNDER P F PERJURY THAT THE ABOVE RECORD IS
CORRE6 PLE THE BEST OF MY KNOWLEDGE AND BELIEF. PERSON RECEIVING COPY OF
SAFE DEPOSIT BOX INVENTORY:
SIGN RE SIGNATURE
PRIN ME PRINT NAME AND CHECK APPROPRIATE BOX BELOW:
David H. Stone, Esquire
PRINT TI TLE DATE CHECK APPROPRIATE BOX:
I
Attor ney for Estate l` ~ }
~~ ~ Executor(Irix) ~ Administratorjtrix)
~ Estate RepresenlaYrve ~ Joint owner o/ sale deposit bcx
NOTE: Attach additional 8'/~° x 11" sheet(s) if necessary or use aup~lcaces or inns page yr ~omr.
re\agm\RIGLINGESTATEUibel-agreeofsale
AGREEMENT FOR SALE OF REAL ESTATE
THIS AGREF~MEAF1', made this 11th day o f March 2 0 0 8 , by and
between ESTATE OF LUCINDA E. RIGLING and THOMAS G. RIGLING, III, and
CHRISTINE RIGLING, husband and wife thereinafter sometimes
referred to as "Seller") and ANITA C UIBEL and MATTHEW H. UIBEL
husband and wife (hereinafter sometimes referred to as "Buyer");
W I T N E 3 3 E T H:
1. AGREEL~NT: Seller agrees to sell and convey and Buyer
agrees to purchase all that certain real property hereinafter de-
scribed upon the terms and conditions hereinafter set forth.
2. PROPERTY DESCRIPTION: The real estate which is the
subject of this agreement is all that house and lot known as 620 Third
Street, New Cumberland, Cumberland County, Pennsylvania.
3. PURCHASE PRICE: The purchase price is ONE HUNDRED
THIRTY THOUSAND and NO/100 ($130,000.00) Dollars, payable at
settlement.
4. DEPOSIT: None.
5. DATE OF SETTLEMENT: Settlement shall be held on or
before August 16, 2008, at such time and place as the parties shall
mutually agree.
-1-
6. EXTENSION OF CLOSING DATE: The parties agree that Buyer
shall have the right to extend the date of settlement up to six (6)
months in order to secure financing or complete the sale of buyers
current home at 320 Reno Avenue, New Cumberland.
7. IMPROVEMENTS TO THE PROPERTY BY BUYER3s During the
pendency of this contract Buyer shall have the right to make
substantial improvements to the property as follows: the expansion of
the kitchen, replacement of the furnace, upgrade of the electrical
service, rewiring of the electrical service, replacement of plumbing,
replacement of roof, and additional bathrooms. Prior to the
commencement of construction, Buyer shall submit to Seller proof of
insurance and proof of filing of a Stipulation Against Liens executed
by any contractors who intend to perform more than $3,000.00 of work
on the property. The cost of the preparation and filing of the
Stipulation Against Liens shall be paid by Buyer. Should Buyer fail
to settle for any reason whatsoever under the terms of this contract
including any extensions thereof, Sellers agree to use its best
efforts to cause the real estate to be transferred to Thomas G.
Rigling III and Christine Rigling who agree to then market and sell
the property in an effort to recoup the costs of the improvements on
behalf of the Buyer.
8. MORTGAGE CONTINGENCY: This agreement shall.be contin-
gent upon the Buyer's obtaining mortgage financing in the amount
-2-
acceptable and at a rate and term not to exceed the prevailing rate
and term for the Greater Harrisburg Area.
9. SALE OF FIOU3E CONTINGENCY: The agreement shall be
contingent on the Buyers selling their property on or before August
16, 2008, as extended as provided herein.
10. POSSESSION: Possession shall be given as of the date
of this contract although Buyers shall not be permitted to reside at
the property until settlement.
11. PERSONAL PROPERTY: The sale includes whatever elec-
tric, heating, plumbing, fixtures, systems and equipment and all other
fixtures permanently affixed as attached to the premises, all shrub-
berg and landscaping and the following items: NONE
12. TRANSFER TAXE3s All real estate transfer taxes shall
be divided equally between the Seller and the Buyer.
13. REAL ESTATE TAX PRORATION: All taxes levied on the
real estate shall be prorated as of the date of settlement, the county
and municipal taxes being prorated on a calendar year basis, and the
school district taxes being prorated on a July 1 fiscal year basis.
14. MUNICIPAL SERVICES: All charges for sewer rental,
trash service, and/or water service provided by a municipality shall
be prorated as of the date of settlement.
-3-
15. TITLE: At settlement, the land will be conveyed by the
Seller by fiduciary warranty deed free and clear of all liens and
encumbrances. The title is to be good and marketable and such as will
be insured by any title insurance company doing business in Pennsylva-
nia at its regular rates in the full amount of the purchase price.
Said policy shall contain only exceptions for easements for utility
service to the property and building and use restrictions which do not
interfere with the use of the property as a single family dwelling.
16. RISK OF LOSS: Risk of loss from fire or other casualty
shall transfer to the Buyer upon the commencement of work by Buyer and
the presentation of an insurance policy by Buyer as provided herein.
17. MUNICIPAL ORDINANCES: Seller represents and warrants
that no notice from any governmental authority has been issued or
served upon the premises or any occupant thereof or upon Seller or
Seller's agent, calling attention to any violation of any building,
fire, safety or other ordinances or requiring or calling attention to
the need for any curbing, recurring, paving, repaving or other con-
struction or improvements on or about the premises or the removal of
any nuisance therefrom.
18. MUNICIPAL ASSESSMEI~S: Seller represents and warrants
that all street paving, curbing and other municipal or other govern-
mental improvements which have been constructed or installed have been
-4-
paid for and will not hereafter be assessed and all assessments
heretofore made have been paid in full.
19. NOTICESz All notices required by this agreement shall
be sufficient if delivered by first class mail, postage prepaid, or
personally delivered to one of the parties to this agreement as
follows:
A. To the Seller addressed as follows:
Estate of Lucinda E. Rigling and Thomas G.
Rigling, III and Christine Rigling
334 Hillside Drive
New Cumberland, PA 17070
Edward M. Rigling
334 Evergreen Street
New Cumberland, PA 17070
Copy To:
David H. Stone, Esquire
Stone LaFaver & Shekletski
414 Bridge Street
New Cumberland, PA 17070
B. To the Buyer addressed as follows:
Anita C. Uibel & Matthew H. Uibel
320 Reno Street
New Cumberland, PA 17070
20. REAL ESTATE BROKER: Buyer and Seller warrant that no
broker was instrumental or involved in any way in negotiating this
transaction.
-5-
21. TENDER: Formal tender of any executed deed and of the
purchase money is hereby waived.
22. DEFECTS IN TITLE: In the event that any defects exist
that would not make the title to the premises good and marketable as
herein provided, Seller shall have a reasonable time to correct same
after being apprised thereof by the Buyer. In the event Seller is
unable to correct such defect after making a good faith effort, the
agreement shall be declared null and void and seller shall reimburse
buyer for any cancellation fee for title insurance, flood insurance or
hazard insurance, appraisal fees, and mortgage application fees.
23. REPRESENTATIONS: The parties agree and the Buyers
expressly acknowledge and understand that they are buying the property
in its present condition and that the Seller makes no representation
or warranty of any kind whatsoever with regard to the condition of the
premises or any of the components thereof, including, but not limited
to, the roof, the electrical system, the plumbing system, the heating
system, or any other parts of the structure or any of the improvements
on the land. The Seller makes no representation or warranty with
regard to Radon or the levels thereof, or with respect to any type of
insulation which may have been used at any time in the property. The
property is being sold "as is" now, and at the time of settlement.
24. LEAD WARNING 3TATEI~NT: Every purchaser of any inter-
est in residential real property on which a residential dwelling was
-6-
built before 1978 is notified that such property may present exposure
to lead from lead-based paint that may place young children at risk of
developing lead poisoning. Lead poisoning in young children may
produce permanent neurological damage, including learning disabili-
ties, reduced intelligence quotient, behavioral problems, and impaired
memory. Lead poisoning also poses a particular risk to pregnant
women. The Seller of any interest in residential real property is
required to provide the Buyer with any information on lead-based paint
hazards from risk assessments or inspections in the Seller's posses-
sion and notify the Buyer of any known lead-based paint hazards. A
risk assessment or inspection for possible lead-based paint hazards is
recommended before purchase.
25. WAIVER OF LEAD RISK ASSESSMENT: Buyer has read the
Lead Warning Statement above and understands its contents and has
received a copy of the pamphlet Protect Your Family From Lead In Your
Home. Buyer waives the opportunity to conduct a risk assessment or
inspection for the presence of lead-based paint and/or lead-based
paint hazards.
26. PROPERTY DISCLOSURE STATF.I~NR': Buyer acknowledges that
no property disclosure statement is available.
27. DEFINITIONS: Whenever used herein the singular number
shall include the plural and the plural shall include the singular and
the use of any gender shall include all genders and the words Seller
-7-
and Buyer wherever used shall include their heirs, executors, adminis-
trators, successors and assigns, except where otherwise herein provid-
ed. If this instrument is executed by more than one person or corpo-
ration, the obligations, responsibilities and liabilities of the
parties shall be both joint and several.
28. EXECUTION OF AGREEMENT: The signing of this agreement
by both the Seller and the Buyer shall place the terms hereof into
effect despite the failure of either or both parties to notify the
other of their or its acceptance of this agreement.
29. DE3CRIPTiVE HEADINGS: The descriptive headings used
herein are for convenience only and they are not intended to indicate
all of the matter in the sections which follow them. Accordingly,
they shall have no effect whatsoever in determining the rights or
obligations of the parties.
30. RECORDINGS This agreement shall not be recorded in the
Office of Recorder of Deeds or in any other office or place of public
record. and if Buyer shall record this agreement or cause or permit
the same to be recorded, Seller may, at his option elect to treat such
act as a breach of this agreement.
31. AGREEMENT: This agreement contains the whole agreement
between the parties and there are no other terms, obligations, cove-
nants, representations, statements or conditions, oral or otherwise,
-8-
of any kind whatsoever and it may not be altered, amended or modified
other than in writing executed by the parties hereto.
IN WITNE33 WHEREOF and intending to be legally bound hereby,
the parties have hereunto set their hands and seals the day and year
above first written.
Social Security Number
Social Security Number
Social Security Number
Social Security Number
Social Security Number
(SEAL)
EDWARD M. RIGLING, Co-Ex ecutor of
the Estate of Lucinda E. Riling,
SELLER
(SEAL)
THOMAS G. RIGLING, III, Co-Executor
of the Estate of Lucinda E.
Rigling, SELLER
(SEAL)
CHRISTINE RIGLING, SELLE R
(SEAL)
ANITA C. UIBEL, BUYER
(SEAL)
MATTHEW H. UIBEL, BUYER ,
-9-
JUL-JYJ-CYJYJO lY ~ C f r RUI'I ~ f UL I UIY-OMIYh WC~ I Jr'1U f 1 f- f J1-i570J 1 U~ 7 f f YJO07
r
FULTON FINANCI,~L ADVISORS
Tnvestnaent & brokerage Services
599 N. 12th St,
Lemoyne, PA 17043
r': 1' C
T.JV)1PORTANT NUTICE
You have the right to request that we not send you arty future unsolicited facsimile advertisements, !f you wish to request that
we not send you a,zvfr~ture unsolicited fucsimtle gdvertlsements, you may dv so in one of the follnwin~ three wavy:
I. VJslt www.nproutFFC.evm and complete un online request.
2. Send a fax to ?17.569.6316 (this is nvt a tall;free number). Include In facsimile the wards Please do rr~t Fax and the
facsimile number(s) where you do not wish tv receive further unsolicited facsimile advertisementsfrom us.
3. Cvntuc- us by telephone at 717.735.4666 (this is nv! a tot! free number).
!n each case, you will need tv provide the facsimile number(s) where. you do oat wish tv receive f ~rther unssolicited facsimile
advertteements from us. Failare by vs to comply with ,each o regues! In proper form within 30 days is unlmvlul.
Date: 7/30108
•I~o; Stone Lafaver & Shekletski
Attn: Tina ~ David Stone's office
Fax: 717 774-3869
Teleephonc: ( 717 ) 774-7435
REMARKS: 0 t]rgent ~ For your review
RE: PrimeVest DOD value for Lucinda Rigling
Number pf.
cover sheet: 2
From: Greg Malin
Felton Financial Advisors
599 N. 1Z St.
Lemoyne, PA 17043
Fax: (~ 717 ) 731-8963 _
'T'elephone; ( 717 ) 763-2098
Reply ASAP ~ Please comment
5ceuritics and investment advisory services offered through Raymond Jame:a FinanetAl Service,, Inc., Member
FINRA/S[PC, an independent broker/dealer, (not affiliated with Fulton Financial Advisors) and are not insured by the
FDIC or any other bank insurance, are not deposits or obligations of the bank, arc not guaranteed by the bank, and are
sub'ect to risks, iucludin tfie ssiblc loss of rinci al.
CON!~ IDENTIALIT'Y L~to~LCF: '1'hie mescnge is intended only fnr the use of the individual ar entity to which it is addressed and may
contain information that is privileged, confdentiet and exempt from disclosure. if the reader of this message is not the intended recipient or an
employee or agent responsiblu for delivering the mecRage to the intended recipient, you are hereby notified that any dissemination,
distribution, Or copying of this communication is strictly prohibited. Ifyou have received this communication in error, please notify us
immediately by telephone and return the original messaKc u~ us by mail. 'T'hank you
"Tf) ensure compliance with the rcquirnment.~ imposed by the Internal Revenue Service in Circular 230, we are informing you that any tax advice,
which may be contained in this FAX or any attncitrnent hcrcto cannot be used. and is not intended to be used for the purpose of (i) avoiding pcnallles
that the IRS might attempt tv impo~c: under the U. 5. Intcmal Rcvcnue Code. or (ii) promoting, marketing or recommending tp another party any
transaction or matter addressed in this communication."
JUL'.347"'CYJ/Jt3 1`f ~ C f r KUI'I: r UL I UIV-tfMlVl~ WC5 I J1'fU f l f~ f J1-b7bJ
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PNC Finl Service Ord Shs ;' ~Cl
63.39 ~ -0.64 -1.00%
- _. OGen: 63.76 Hiyh~ 63.81 Luw~ 63.16
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°' Retirement
Q L007 u9.9900 06.0900 r6 3500 08. 600 l ~0~,900
- 11;31200' 67.7000 65.0000 67.3000 61.3600 2,099,400 Account
~~ ~~~- ll;7i2007 69.1300 67.ll00 69,2200 f~.2400 1,229,900
_- 11; bZ0D? 70.4100 68.0500 6N.6900 70A100 1,307,300
- 5~,pip 6y,5800 6.73500 68.2500 68.5900 1,281,700
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- ~ ~ - 2 2007 70.0600 68 0200 70.6100 69.2500 1,704,400
-- _ L2+J07 71.5100 69.7500 7i.Ol0U 69.7900 1,882,000
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Find Stocks
Page yenerat~^d 1/30/2008 11:02 AM Eastern Time
Related links
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http:/!moneycentral.msn.com/investor/charts/chartdl.aspx'?PT=7&eompsyms=&D4=1&D... 1/30/2008
ESTATE OF LUCINDA E. RIGLING
(DOD VALUATION NOVEMBER 4, 2007)
The information provided in this report is believed to be
reliable, but its accuracy cannot be guaranteed.
A mean price is calculated as an average of the high and low on
the valuation date when available. If these prices are not available,
such as on weekends or holidays, the mean price is the inversely
weighted average of the high and low on the nearest trading dates
before and after, when these prices are available within one week of
the valuation date. If actual trades are not available, the nearest bid
and ask prices are substituted. Note that securities traded on the
Toronto Exchange are in Canadian dollars.
If an equity is ex-dividend for a cash distribution on or before
the valuation date but is of record after the valuation date, the
dividend is included in the valuation report and is added to the
security's value. This is reported as an adjusted value on the report.
If the date of death is on or after the record date and the dividend is
payable after that date, the accrued dividend is listed separately on
the report and added to the portfolio's total value.
Prices for which daily updates are not available are priced
according to a Corporate Pricing Cycle. These pricing dates occur on
the last business day of the week, and the last business day of the
month, unless the end of the week update falls within three business
days or less, of the end-of-month update.
red 4 December 2007
Estate Valuation
Date of Death: 11/04/2007
Valuation Date: 11/04/2007
Processing Date: 12/04/2007
Shares Security
or Par Description High/Ask Low/Bid
1) 2006.297 BLACRROCR FDS (091928374)
GV INCM INVS A
Mutual Fund (as quoted by NASDAQ)
11/02/2007
2) 856.392 BLACRROCR MULTI ST MUN SSR TR (09253A755)
PA MUNI BD A
Mutual Fund (as quoted by NASDAQ)
11/02/2007
Total Value:
Total Accrual:
Total: $30,549.07
Estate of: LUCINDA B. RIGLING
Account: 79548971
Report Type: Date of Death
Number of Securities: 2
File ID: RIGLING,LUCINDA
Mean and/or Div and Int Security
Adjustments Accruals Value
10.48000 Mkt
10.480000
11.12000 Mkt
11.120000
21,025.99
9,523.08
$30,549.07
$0.00
Page 1
This report was produced with BatateVal, a product of Satate Valuations ~ Pricing Systems, Inc. If you have questions,
please contact SVP Systems at (818) 313-6300 or www.evpsys.com. iRevision 7.0.4}
Hershey Ord Shs (HSY) -Stock chart, Index chart - MSN Money
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Hershey Ord Shs (;-iSY~
36.59 ~ -0.09 -0.25% _ •
is ,open 36.59 hiigh: 36.60 Low: 36.43 -
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Prevhs s Qase: 36.68 Volume: 94,600 '
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..... :~.ccg~. Hershey Ord Shs
;P` -
s
t:,'9r 2007 4L5200 40.550C e
40.6500 4:.0400
630,900
.1/92007 •}1.0400 40.2000 10.7400 41.0400 772,600 ~ ~3
- '~+ tt7/Z007 41.4600 40.7400 41.2500 40.7400 522,800 h
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42.7700 42.0300
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BUREAU OF MOTOR VEHICLES
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HARRISBURG, PA 17108.8593
MV-qST 15-00)
No.12o3~~1
ATTACH PA TITLE -INSTRUCTIONS FOR THIS FORM
ARE INCLUDED ON MV-tA -TYPE OR PRINT •
MAKE CHECK PAYABLE TO COMMONWEALTH OF PENNSYLVANIA
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A PA TITLE NUMBER (AS SHOWN ON ATTACHED TIT E) E OF VEHICLE MODEL YEAR PURCHASE
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HN CO-PURCHASER 18 First Assignment 18 SeconC Assignrr>ent
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OF PMaC GOPV ^ ^
E MAKE OF VEHICLE VEHICLE IDENTIFICATION NUMBER
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TACHED.1 TRANSFER OF PLATE & REPLACEMENT OF STICKE (Add 9 8 70) This Amount y
^ EXCHANGE PLATE TO BE PLATE NO REASON FOR REPLACEMENT
/ ISSUED BY BUREAU . LOST ^ DEFACED ~ STOLEN
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t/r TEMPORARY PLATE EXPIRES NEVER RECEIVED (LOST IN MAfLI
LL ~ J ISSUED BV FULL AGENT Month Year NOTE: If "NEVER RECEIVED" bock is checked a icant must com fete Form MV-44.
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GYF5975 " TRANSFERRED FROM TITLE NO. VIN
SIGNATURE OF PERSON FROM SIGN HERE RELATIONSHIP TO APPLICANT
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VEHk:Lt run~,nrw~.. „!WR UNLADEN WEIGHT REQ. REG. GROSS WT. REQ. REG. GROSS COMB.
WEIGHT INFO. INCLUDING LOAD WT. (IF APPLICABLE)
IF APPLICABLE
INSU CE COMPANY NAMF~ POLICY NO. IOR POLICY EF ECTIVE POLICY EXPIRATION
~ ~ e r TACH BIN E D ,A ~ DATE~~Irl~ 0 ~ DA
G CERTIFY THAT ON M NTH DAY YEAR LNG E T (PRI T
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I HAVE CHECKED TO DETERMINE THA E VEHIC IS INSURED {' ~ ~~
INFOR- ISSUED TEMPORARY REGISTRATION TO THE ABOVE APPLICANT, IN
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COMPLIANCE WITH ALL APPLICABLE PROVISIONS OF THE VEHICLE COD ~ ~
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AND DEPARTMENT REGULATIONS. ~
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G Ii WE CERTIFY THAT I/WE HAVE EXAMINED AND SIGNED THIS FORM AFTER ITS COMPLETION AND THAT THE INFORMATION GIVEN IS TRUE AND CORRECT IF AN EXEMPTION
IS CLAIMED, THE PURCHASER F( R CERTIFIES THAT HE/SHE IS AUTHORIZED TO CLlUM THIS EXEMPTION. IlWE ACKNOWLEDGE THAT I/WE MAY LOSE MY/OUR OPERATING
PRIVILEGE(S) OR VE G ATION(SI F FAILURE TO MAINTAIN FINANCIAL RESPONSIBILITY ON THE CURRENTLY REGISTERED VEHICLE FOR THE PERIOD OF
REGISTRATION. I ACKN Y BE SUBJECT TO A FINE NOT EXCEEDING 55,000 AND IMPRISON NT OF NOT MORE TH N TWO YEARS FOR ANY
FALSE STAT T E (E RM.
ed Signer ONE NUMBE
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Signature of Second Purchaser or Authorized Sgner
TELEPHONE NUMBER
Signature of Seller
2ND
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ASSIGN-
MENT Signature of Co-Purchaser/Title of Authorized Signer Sgnature of Co-Seller
Fi. NOTE: If a co-purchaser other than your spouse is listed and you want the title to be listed as "Joint Tenants With
~ Right of Survivorship' (On death of one owner, title goes to surviving owner.) CHECK HERE ^. Otherwise, the title
W
F~ will be issued as 'Tenants in Common" (On death of one owner, interest of deceased owner goes to his/her heirs or
estate).
~ NOTE. IF 7HE VEHICLE IS TO BE USED AS A DAILY RENTAL OR LEASED VEHICLE, CHECK THIS BLOCK ^ IF BLOCK IS CHECKED. COMPLETE .ANO ATTACH FORM MV~IL.
MESSENGEfl NUM6tR:
Pl~1ta~Bank
LISTENING.
December 6, 2007
Stone LaFaver & Shekletski
414 Bridge Street
Post Office Box E
New Cumberland, Pennsylvania 17070
Dear Mr. Stone:
RE: Lucinda E. Rigling, deceased November 4, 2007
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
CD # 052-0197224, open 8/8/2005, rollover 8/8/2007, matures 8/8/2008,
date of death balance $19,008.12 plus accrued interest $218.46; paying
4.74%, in her name only.
The decedent also has an account through our trust affiliate, Fulton Financial
Advisors, for information please contact Greg Malin at (717) 763-2098.
If you should have any further questions, please do not hesitate to contact me at (717)
291-2437.
`V,e~ry~ truly yours,
'~ IGhs..ti.,. U
Karen D. Hille as V
g
Credit Inquiry Processor
`~~~ t
P O Box 4887 Lancaster, P~ 17604
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fultonbar,k.com ~ 1-800-FULTC~N-4
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499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349
Fax (302)934-2955
December 3, 2007
Stone LaFaver & Shekletski
Attorneys At Law
414 Bridge Street
POBoxE
New Cumberland, Pennsylvania 17070
Re: Estate o~ Lucinda E Rigling
Social Security: 172-01-0664
Date of Death: November 04. 2007
Dear Sir or Madam:
Per your inquiry dated November 15, 2007, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1. Type of Account Cert j~acate of Deposit
Account Number 031003913918446
Ownership (Names of} Lucinda E Rigling
Opening Date 01 /24/00
Balance on Date of Death $30, 006.87
Accrued Interest $ 46.79
Total $30,053.66
2. Type of Account
Account Number
Ownership (Names o. f}
Opening Date
Balance on Date of Death
.9ccrued Interest
Total
Certificate ojDeposit
031003913918751
Lucinda E Rigling
OS/04/00
$10, 000.00
$ 1.07
_ ----
$10.001.07
f
3. Type of Account Certificate of Deposit
Account Number 031003914518146
Ownership (Names ofi Lucinda E Rigling
Opening Date 05/01/96
Balance on Date of Death $30,000.00
Accrued Interest $ 16.05
Total $30, 016.05
4. Type of Account Certificate of Deposit
Account Number 031003914594542
Ownership (Names o, f} Lucinda E Rigling
Opening Date 01/26/98
Balance on Date of Death $30, 004.04
Accrued Interest $ 40.14
Total _ _._...
$30,04418
Please be advised, there was no safe deposit box found for the above decedent.
* If upon reviewing the information above, you believe there are additional accounts not referenced, please provide
us with an account number and/or the name of any possible joint account holder. For any additional information on
the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please call the
Highland Park Office # 717-737-3322.
Sincerely,
Nancy Clagett
Records Management
r v v r 1 V' L V V 1 J' J V' iri i i f V V r r i f I. I I L I V J L f 1 1
~ PNCBANC
The Thinking Behind The Money
December 10, 2007
David H Stone
414 Bridge St
PQ Box E
New Cumberland, P,A 17070
RE: Lucinda E Rigling (.Deceased)
$SN: 172-0 I-0664
DOD: 11-04-2007
Dear Mr. Stone:
nvr viJV I' v
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
Account # 5140052876 Established 01-01-1978
L~(.]CINDA E RIGLING
DOD balance: $121,505.91 + 30.91 accrued interest
Swings Accoinnt
Account # 5004p8i89] Established 03-10-2003
LUCINDA E RIGLING
DOD balance: $55,26.1,09 + 140.80 accrued interest
The decedent maintained Investment Accaunt # 79548971. F'or further information, you
may aU the Brokerage Department at 1-800-762-6111.
Safe deposit boz
The decedem mai:ptaine~i safe deposit box # 7I7T.
It is located at: New Cumberland Branch
331 Bridge St
New Cumberland, PA 17070
717-774-2982
Page 1 of 2
b b. I V Y L V V 1 J. / V I n I I I ~ V y r 11 u~ T I L f V J L f T i
nv. UIJV I. L/ L
Please note that this office only provides date of death balaaces for deposit accounts
(IRAs, CDs, Checking and Savimgs accounts). We do not process any 5nancial
transactions or provide statement. If you need assistance with any of these items,
please call 1-888-PNC-BANK (I-$$8-762-2265) or stop by your local PNC Bank branch
office.
Sincer7ely,
1
Coll n row r
1-$00-762-1775
P7-PFSC-04 F
500 First Ave
Pittsburgh, PA 15219
Member FDIC
Page 2 of 2
sovereign Bank.
Court Ordered Processing \ Decedents - MA1-MB3-02-10 - P. O. Box 841005 -Boston, MA 02284
December 3, 2007
David H. Stone
Stone LaFaver & Shekletski
414 Bridge St
P.O. Box E
New Cumberland, PA 17070
RE: Estate of Lucinda E. Rigling
Date of Death: 11 /4/07
Dear David H. Stone:
Per your request, enclosed please find the account information as of the date of death
for the above-named decedent. For your information, accrued interest is not included in
the date of death balance.
Please feel free to contact me if I can be of any further assistance.
Very truly yours,
Laurie DiGiando enico
Team Leader
617-533-1789
Sovereign Bank
ESTATE OF Lucinda E. Rigling
SOCIAL SECURITY #: 172-01-0664
DATE OF DEATH:
November 4, 2007
Account #: 0771040644 Type: Money Market Savings Open date: 8/30/1983
In the name of: Lucinda E. Rigling
Date of Death Balance: $62,866.80
Int.(YTD) from 1/1/2007 to 10/9/2007 $539.90
Accrued interest to date of death: $46.85
Otherlnfo:
$5.30
Account#: 0775146673
In the name of: Lucinda E. Rigling
Date of Death Balance: $26,657.43
Int.(YTD) from 1 / 1 /2007 to 10/31 /2007 . $1,033.02
Accrued interest to date of death: $17.61
Otherlnfo:
Account#: 0775148976
Type: CD Open date:
Type: CD Open date: 6/10/1997
In the name of: Lucinda E. Rigling
Date of Death Balance: $70,000.00
Int.(YTD) from 1/1/2007 to 10/31/2007 X2.470 41
Accrued interest to date of death:
Other Info:
Account #:
0775275233
$40.28
Type: CD Open date: 9/5/2000
In the name of: Lucinda E. Rigling
Date of Death Balance: $10,000.00
Int.(YTD) from lil/2007 to 10/31/2007 $322.8. 1
.Accrued interest to date of death:
Other Info:
3/29/1999
Page 1 of 1
~~~~
Wachovia Bank N.A.
Balance Confirmation Services
P O Box 40028
Roanoke, VA 24022-7313
December 6, 2007
STONE LAFAVER & SHEKLETSKI
ATTN: DAVID H STONE
414 BRIDGE STREET
POBOXE
NEW CUMBERLAND, PA 17070
Reference ID: 2258163
SUBJF,CT: Verification /Confirmation of Account and Balance Information provided for:
Customer: LUCINDA E RIGLING (SSN# ~~-XX-0664)
Date of Death: November 4, 2007
Deuosit Account Information
Account Account Date of Death Average Date Maturity Interest Accrued YTD Date
Type Number Balance Balance• Opened Date Rate Interest Interest Paid Closed
CERTIFICATE OF XXXXXXXXXXX6387 518,849.40 6/27/2000 7/27/2008 515.53 5622.96
DEPOSIT
LEGAL TITLE: LUCINDA E RIGLING
STONE LAFAVEP &SHEKLETSKI
ATTORNEYS AT LAW
414 BRIDGE STREET
DAVID H. STONE POST OFFICE BOX E
GERALD J. SHEKLETSKI NEW CUMBEELAND. PA 17070
ELIZABETH B. STONE
W W W. SCOrif12W. rift
August 1, 2008
Register of Wills Office
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
RE: Estate of Lucinda E. Rigling
No. 21-07-1043
Greetings:
OF COUNSEL
CHARLES H. STONE
JON F. LAFAVER
TELEPHONE (717) 774-7435
FACSIMILE (717) 774-3869
Enclosed please find an original and one copy of the
Inheritance Tax Return and Inventory for the above mentioned
estate. Please clock in the copy of the Inventory and send it
:back to my office along with any receipts in the enclosed stamp
addressed envelope.
Also, enclosed is check #1056 in the amount of $183.07 for
payment of the inheritance tax and check #1057 in the amount of
$30.00 for filing the return and inventory.
Very tru~Ly yours,
AVER & SHEKLETSKI
David H. Stone
DHS/tmb
Enclosures
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