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Home My WebLink About08-26-091 1505607120 ~J REV-1500 Fx (06-05) OFFICIAL USE ONLY PA Department of Revenue Ccumry codo veer Rle Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO 60X.280601 Harrisburg, PA 1728-0601 RESIDENT DECEDENT 2 1 0 9 0 3 4 4 ENTER DECEDENT INFORMATION BELOW Sodal Security Number Date of Death Date of Birth 195 32 0264 04 06 2009 09 09 1916 Decedent's Last Name Suffix Decedent's FiM Name MI EATER RUTH S (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Sodal Security Number THIS RETURN MU5T BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X~] 1. Odginal Return ~ 2. Supplemental Return ~ 3. Remainder Relum (date of death prior to 12-732) 4. Limitetl Estate ~ qa. FNUB Interest Camprunlsa ~ 5. Federal Estate Taz Return Required (date M tleeth exer 12-12$2) g, (Ate P' ~ ~I~ta ~ 7. Ir ~ ~y ~rt1 ~ a Uri^e Tnn1 1 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Receivetl ~ 10. sPCUSaI P°ven~~"°d'1 (data M deatl' ~ 1 t, Electlon to taz under Sec. 9113(A) belvoen 1231. 7 arltl 1-1-&5) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TA% INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number RICHARD L. W86BER, JR. ESQUIRE 717 532 7388 Firm Name (If App111:able) WEIGLE & ASSOCIATES, P.C. First line of address 126 EAST RING STREET Seeond line of address City or Post ORice SHIPPEN3BURG State ZIP Code PA 17257 N O LL REGISTER t~~LS USl ~1LY ~' '. . c-;;7 v c c,. .. ~ ~ a .~:~ C ~ C~'Y1 ~ ~j:_ tV DA~E FILED ~i _ -~ ,.; ', :~ `~ "rl ;..~ correspondent'se-manaddress: rwebber~weigleassociates.com Under penetties of perjury, 1 deGam that I have examirx3tl this return, indudinp accompanying sdladules antl statements, and to the bast of my knowledge and belief, it is We, correct antl complete. DeGaredon of preparor other than the personal reproseMebve Is based on all information of which preparer has any knowledge. E. Mvers Sl - ~ N - T77 JIGNgIURE OY PREPARER OTHER THgN REPRESENTATNE DA ~ ~/ ~ L~`-~ Richard L. Webber, Jr. Esquire ~~~//U `j 128 East King Street, Shippensburg, PA 17257 Side 1 1505607120 1505607120 3505607220 REV-1500 FCC Decedent's Sodal Security Number o.c.d..r.r+.m.: Ruth S. Eater 195 32 0264 RECAPITULATION 1. Real Estate (Schedule A) ......................................................................................... . 1. 2. Stocks and Bonds (Schedule B) ............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages 8 Notes Receivable (Schedule D) ......................................................... . 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 8 2 , 12 8 . 4 6 6. Jointly Owned Property (Schedule F) ~ Separete Billing Requested ............. 6. 7. Inter-Viws Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separete Billing Requested ............. 7. g. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 8 2. 1 2 8. 4 6 9. Funeral E~enses & Administrative Costs (Schedule H) ......................................... 9. 1 2 , 2 5 1 . 6 4 10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) ............................... . 10. 7 6 9 . 3 8 11. Total Deductions (total Lines 9& 10) ..................................................................... . t 1. 1 3. 0 2 1. 0 2 12. Net Value of Estate (Line 6 minus Line 11) ............................................................ . 12. 6 9 , 1 0 7 . 4 4 13, Charitable and Govemmenfal BequestslSec 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. 6 9 , 10 7 . 4 4 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X .DO 0. 0 0 15• 0. 0 0 16. Amount of Line 14 taxable at lineal rete X .045 6 9, 10 7. 4 4 16• 3, 10 9. 8 3 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at rnllaterel rate X .15 0. 0 0 t 8• 0. 0 0 1 s. Tax Due .................................................................................................................... . 1s. 3. 1 0 9. 8 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505607220 1505607220 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21.09-0344 DECEDENT'S NAME Ruth S. Eater STREET ADDRESS 2 Broad Street Apt. 1 CITY Newville STATE PA ZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments C. Discount 2,950.00 155.26 Total Credits (A + B + C) (1) 3,109.83 3. InteresUPenalty if applipble p. Interest E. Penalty Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Cheek box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. q, Enter the interest on the tax due. g. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (2) 3,105.26 (3) (4) (5) 4.57 (5A) (5e> 4.57 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 properly transferted :.................................................................................. x b. retain Ore right to designate who shall use the property transferred or its income :.................................... a retain a reversionary interest; or .................................................................................................................. x d. receive the promise for life of either Payments, benefits or care? .............................................................. x^ 2. If death oaxrrted after December 12, 1962, did decedent transfer properly within one year of death without receiving adequate consideration? ....................................................................................................................... ^ 0 3. Did decedent own an "in W st for" or payable upon death bank account or aecudty at his or her death? ......... ^ ^x 4. Did decedent own an Individual Retirement Aarount, annuity, or oMer non-probate property which contains a benefidary 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 rete 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)]. 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 (D) percent [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 disdosure of assets and filing a tax return are still applicable even if the surviving spouse is the only banefidary. For dates of death on or alter 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, or a stepparent of the child is zero (D) 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 decedents lineal benafidades is tour and one-half (4.5) percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)j. 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)]. A sibling is defined under Secfion 9102, as an individual who has at least one parent in common with the decedent, wheMer by blood or adoption. Rav150a E7(~ (BA9) ca~aoHwEU~nr or vERllsnvuru INHERRANCE TA%RErIMN RESIDEHTOECEDENi SCHEDULE E CASH, BANK DEPOSITS, $ MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Eater, Ruth S. 21-09-0344 mdutle me P or Iillgatian erq me tlele Ina proceatls were received by the esfele. All Propanyjdntlyan,k rMh tlw rqM a wrvhonhlP must M tl4eloeetl an khkuN F. NUMBER DESCRIPTION 1 1st National Bank of Marysville #901997 -Money Market Accrued interest on kem 1 through date of death 2 Adams County National Bank #115940 -Checking Account Accrued income on Item 2 through date of death 3 Adams County National Bank #1629239 -Money Market Accrued income on Item 3 through date of death 4 Adams County National Bank #9618236 -Savings Account Accrued income on Item 4 through date of death 5 Comcast -Refund 6 Donegal Insurance -Renters Insurance Refund 7 Embarq -Refund 8 NEA -Refund of insurance 9 PSERS -Proration of April 2009 payment 10 Washer 8 Dryer - Sofd TOTAL (Also enter on line 5, Recapitulation) OF DEATH 9,391.27 1.03 9,533.59 0.09 42,859.78 5.88 20,045.47 0.30 45.39 44,00 26.22 8.20 267.24 100.00 82,128.46 (R more space is needed, adtlitbnal papas of the same size) Copyright (c) 2002 form software only The ladcner Group, Inc. Form PA-1500 Schedule E (Rev. 698) REV-0151 EX~ (14-99) SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA IN RFSIDE~DEM ~o~l'" ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Eater, Ruth S. 21.09-0344 Dat>ts of decedent must t1e repoRed On Schedule I. ITEM DESCRIPTION AMOUNT NUMBER p FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: ~. Personal Representative's Commissions Mary E. Myers Sodal Security Number(s) / EIN Number of Personal Representafive(s): Street Address 777 Oakville Road Ciry Shippensburg State PA Z'Ip 17257 Year(s) Commission paid 2009 2. Attorneys Fees Weigle & Associates, P.C. 3. Family Exemption: (If decedent's address is not the same as dalmant's, attach explanation) Claimant Street Address City State Zip _ Relationship of Claimant to Decedent 4. I Probate Fees 5. AccountanPS Fees 6. Tax Return Prepares s Fees 7. Other Administrative Costs See continuation schedule(s) attached 2,937.59 4,106.42 4,106.42 1,101.21 TOTAL (Also enter on Ilne 9, Recapitulation) I 12,251.64 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Eater, Ruth S. ( 21-09-0344 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Michael J. Shalonis -Death Certficates 23.54 2 Michael Shalonis Funeral Home 2,364.05 3 Michael Shalonis Funeral Home -Bronze marker 450.00 4 Verne Gauthier -Funeral Service 100.00 H-A subtotal 2.937.59 Other Administrative Costs 5 Cumberland County Register of Wills -Probate Fee 252.00 6 Cumberland Law Journal -Legal Advertising 75.00 7 Hosses -Family Meal 698.71 8 The Valley Times-Star -Legal Advertising 75.50 H-BT subtotal 1,101.21 Copyright (c) 2D02 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 698) rtw-+s+z ex« Is-as> LdAMONWERLTI or vsrx+snvu+u IWiERITPNCE TNt RENRN gESI0ENT0ECEUEM SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS ESTATE OF FILE NUMBER Eater, Ruth S. 21-09-0344 I,cluda uaralmbunaa medk:al a~aroas. ITEM NUM9ER DESCRIPTION VALUE AT DATE OF DEATH 1 Discover Card 64.61 2 Embarq -Telephone 41.48 3 Forest Park Nursing Home 30.00 4 Graham Medical Clinic 10.00 5 NWSA -Water and Sewer Bill 128.46 6 NWSA -Water and Sewer Bill 104.61 7 PPL -Electric 43.00 8 PPL -Electric 7.51 9 Robert Janson -Rent 325.00 10 Sherry Hershey, Tax Collector - 2009 Personal Taxes 14.70 TOTAL (Also enter on Line 10, Recapitulation) I 769.38 (If more space is needed addltlonal papas of dre same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1573 EXi 19001 SCHEDULE J ~~E~LrMET XRE~RNANw BENEFICIARIES RESIDENT DE(:EOENT ESTATE OF FILE NUMBER Eater, Ruth S. 21-09-0344 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not LIY T t I TAXABLE DISTRIBUTIONS (ndude outright spousal distribu0ons, and transfers under Sec. 9118(ax12)] See attached schedule Total 69,107.44 Enter dollar amounts for distributions shown above on lines 1 5 throw h 18, as appropd ate, on Rev 1500 cover sheet II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND QOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~ 0.00 Copydght (c) 2002 Corm software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. rr98) SCHEDULE J rn. BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Ruth S. Eater 04/06/2009 195.32-0264 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 1 Brett Eater Grandson One Thousand 1,000.00 1719 Douglas Drive Doilare Carlisle, PA 17013 2 Brian Eater Grandson One Thousand 1,000.00 794 Wheatland Circle Dollars Bridgeville, PA 15017 3 Edison Eater Son One Third of Residue 21.035.82 24 Loch Lomond Ct. Pinehuret, NC 28374 4 Greg Eater Grandson One Thousand 1,000.00 2328 Nottinghamshire Road Dollars Furlong, PA 18925 5 Robert M. Eater Son One-Third of Residue 21,035.81 18 Cobble Creek Drive Tannersville, PA 18372 6 Laurie L. Lengel Granddaughter One Thousand 1,000.00 3987 Trail Way East Dollars Doylestown, PA 18901 7 Austin Myers Granddaughter One Thousand 1,000.00 776 Oakville Road Dollars Shippensburg, PA 17257 8 Mary E. Myers Daughter One-Third of Residue 21.035.81 777 Oakville Road Shippensburg, PA 17257 9 Audrey Parker Granddaughter One Thousand 1.000.00 24 Creek Court Dollars Easton, PA 18040 Total 69.107.44 1 LAST WII,L AND TESTAMENT I, RUTH S. EATER, of the Borough of Newville, Cumberland County, Pennsylvania, declaze this to be my Last Will and Testament and revoke any Will or Codicil previously made by me. ITEM I: I direct that all my just debts (except as maybe barred by a Statute of Limitations) and my funeral expenses (including my gavemazker and expenses of my last illness) shall be paid from my residuary estate as soon as practicable after my decease as a part of the administration of my estate. ITEM II: I give and bequeath all of my tangible personal property (not including cash or securities and not including any tangible personal property utilized by me in any business, including farming, and not including any items bequeathed above) including, without limitation, personal effects, household futniture and furnishings, automobiles, and the like, together with any policies of insurance in effect at the time of my death applicable thereto, including any prepaid premiums thereon, to such of my children as survive me to be divided among them as nearly as possible in equal shares in such manner as they may agee upon or, failing ageement for any reason whatsoever, then in such manner as my daughter, MARY E. MYERS, sha11 detemune, giving due regard for their personal preferences. ITEM III: I give and bequeath the sum of One Thousand ($1,000.00) Dollars to each of my gandchildren who survive me. ITEM IV: I have recently made a gift of bank stock to my daughter, MARY E. MYERS. I 1 declare that this gift is in recognition of all that Mary has done for me (and continues to do for me) and I want to make it cleaz that I do not wish this gift to be considered an advancement. ITEM V: I devise and bequeath all the residue of my estate of every nature and wherever situate in equal shazes to such of my children, MARY E. MYERS, EDISON C. EATER and ROBERT M. EATER, as are living on the thirty-first (31st) day following my death. ITEM VI: Should any of my children, MARY E. MYERS, EDISON C. EATER and ROBERT M. EATER, predecease me or die on or before the thirtieth day following my death but leaving descendants who so survive me, such descendants shall receive, per stirpes, the share that such predeceased child would have received had he or she so survived me. ITEM VII: If any property passes outright (either under this Will or otherwise) to a minor (which shall be defined as anyone under twenty-one (21) years of age) and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, I decline to appoint a guazdian but instead authorize my Executor to distribute such property to a Custodian selected by my Executor (and my Executor may act as such Custodian) as Custodian for the minor under the Pennsylvania Uniform Transfers to Minors Act. Provided, however, that this appointment shall not supersede the right of any fiduciary to distribute a share where possible to the minor or to another for the minor's benefit. ITEM VIII: I direct that all taxes that may be assessed inconsequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of the expenses of the administration of my estate. ITEM IX: I appoint my daughter, MARY E. MYERS, Executrix of this my Last Will. 2 Should she fail to qualify or cease to act as Executrix, I appoint my son, ROBERT M. EATER, Substitute Executor of this my Last Will. ITEM X: I direct that my Executors, custodian, or their successors, shall nat be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM XI: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and Testament, written on four (4) sheets of paper, dated this ~;~ day of ~~ k~-''~r,1~_, 2003. (SEAL) RUTH S. EATER The preceding instrument, consisting of this and three (3) other typewritten pages, each identified by the signature or initials of the Testatrix, was on the day and date thereof signed, published and declazed by the Testatrix therein named, as and for her Last Will, 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 hereto. F y ~1~~ '~/~ Tr•,~ ~ ° , a?a`. , residing at `-~' l~-.<t9i`l~f;A~ ~ `~ r , I' , D~ residing at (/ "T 3 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. I, RUTH S. EATER, 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 the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed ~..~'/ ~~ (SEAL) RUTH .EATER Sworn to or affirmed and acknowledged before me by RUTH S. EATER, the Tes , this ~ day of ___ ~~ -~~ 2003. COMMONWEALTH OF PENNSYLVF ss. COUNTY OF UMBERLAND We, ~ /_ /,~ and y / {'[ ~~the witnesses whose names aze signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound mind artd under no constraint or undue influence. Swot to or affirmed,and subscribed. o before me by ~p+i / yk'h (~ ~~ and ///~e'/~ e//~i/ ,witnesses, this 30~-day of .r, G1~ , 2003. Notary' Public COA~MONWEALTH OF PENNSYLVANIA ~J. welter, Nr>mryPuygc or!TNA.. 0lmberland Member, Pennsylvania ~a~ Ot .NIA 4 r_._. ivUltlrre~l J~Bai'~I Cerri J. Weimer, N~7 Public ScuCerrpfon Twp•, Cumbartan0 Cas!ly My Ctxnmission Exzi'res Sept. 3, 2W7 Memt+nr r.^^.oSC=~W.n +'-r_~secisllon O'NOtaries CODICIL TO LAST WILL AND TESTAMENT OF RUTH S. EATER, DATED DECEMBER 30, 2003 I, Ruth S. Eater, of the Borough of Newville, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, having made my Last Will and Testament dated December 30, 2003, do hereby make, publish and declaze this to be a Codicil to my said Last Will and Testament. A. I hereby add the following paragraph to my Last Will and Testament as follows: "ITEM IV(A): I give and bequeath all monies and/or assets received by me from the Anna K. Ross Estate to my daughter, MARY E. MYERS. It is my intent to segregate the inheritance that I receive from the Anna K. Ross Estate into a separate investment or account so that my Executrix can distinguish those proceeds from the other assets in my estate. I declare that this gift is in recognition of the desire of Anna K. Ross that Mary ultimately receive those proceeds." B. In all other respects, I hereby ratify and confirm my said Last Will and Testament except insofar as any part thereof is revoked or modified by this Codicil. IN WITNESS WHEREOF, I Ruth S. Eater, have to this, aone-page Codicil to my Last Will and Testament dated December 30, 2003, subscribed my name and set my seal this !'1°'~ day of ~.. a~~ J , 2006. This instrument was by the Testatrix, Ruth S. Eater, on the date hereof and in our presence, signed, published and declazed by her to be a Codicil to her Last Will and Testament dated December 30, 2003, who at her request and in the presence of each other, we believing her to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses., r f' ~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 9~.~f _ / Ait~y~~;r~./ f~ t ~ v" SS I, Ruth S. Eater, the Testatrix whose name is signed to the foregoing Codicil, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Codicil to my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. .,-.~ ,~. Sworn or affirmed to and acknowledged before me by Ruth S. Eater, the Testatrix, this i fit day of ~-~ f ~. c ~ , 2006. -~~_~~ NOTkRIkL GFr+~L }iICFiAfiCt G WEeSER JR„ F10TdRY PUi3LIC SNtPPENSBURG BORO,CUMBERLANOCOUNiY MY COMMISSION EXPIRES JULY 95, 2010 COMMONWEALTH OF PENNSYLVANIA SS COi and forel present and saw Ruth S. Eater, the Testatrix, sign and execute the instrument as a Codicil to her Last Will; that she 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 Codicil as witnesses; and that to the best of our lmowledge the Testatrix was at the time eighteen (18) or more yeazs of age and of sound mind and under no constraint or undue influence. .; ,~'° ~% ~` ~,,; I( ~~~ ~;~ _` _, , r.'L.'/,.rr ..~ i , ~l' ~'~3 ~ ._ WbTaf31Fs4 S~EiI. RICHARD L. WEBBER JR., NOTA~,Y pU5LIC SHIPPENSBURu BORO, CUMBERLAND COUNTY MY COMMISSION EXPIRES JULY i5, 2Q96 wimesses, uus i ~ aay or ~~^~-- s T , LUb. p MAIN OFFICE May 4, 200yne Centre Square • P.O. Box B • Marysville, PA 17053 • Phone: 717-957-2196 • Fax: 717-957-4578 MAY 5 1009 Weigle & Associates PC 126 East King St Shippensburg PA 17257-1397 RE: Estate of Ruth S Eater, deaceased 4-6-09 Here is the information you requested per your letter dated 4-14-09 Money Market 901997 Ruth S Eater Open: 4-18-83 Int Rate: 1.00% DOD Bal: $9,391.27 DOD Int: 1.03 If you require any further information, please feel free to contact us. Sincerely, ~~.~P_~__--- Barbara Recher Manager _~ ~~ ppR 1 g 2009 AD~~MS COUNTY NATIONAL, BANK April 15, 2009 Richard L. Webber, Jr., Esquire Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 RE: Estate of Ruth S.Eatex Dear Mr. Webber: Mrs. Eater had the following accounts with this bank, all of which were in her name alone - Checking account N115940 opened 112411985 with a date of death balance of $9,533.59 plus .09C accrued interest; Money market account ~t1629239 opened 4/12/2006 with a date of death balance of $42,659.78 plus $5.88 accrued interest; and Savings account l/9618236 opened 8/21/1992 with a date of death balance of $20,045.47 plus .30C accrued interest. Sincerely yours, Caroly H. Kough ~ O PO Box 3129, G~rtsavrtG, PA 17325 ~ exoNe 717.334.3161 ~ rou ~ 888.334.2262 ~ wwwarnb.com .! REV~4B5 EX (D5-04) SAFE DEPOSIT BOX INVENTORY PA Deparanent of Reverwe ocial Security or Death Certificate Number Date of Death 195-32-D264 ~ ~ 04/06/2009 J I ararient'a I asl Name Sutfi% f_._ „~ 4~'~. ~`". `~/ U PLEASE LSE ORIGINAL FORM ONLY County Code Year Flle Number _ ~! 00344 First Name MI !Eater ~ ~ ;Ruth ~ S ADDRESS OF DECEDENT STREET. CITY: ~~ STATE: ZIP CODE 2 Broad Street, t 1 Newville PA 17241 NAME AND ADDRESS OF PERSON REQUESTING 7HE OPENING OF THE SAFE DEPOSR BOX "'~E' Mary E Myers STREET ADDRESS: CnY: STATE: ZIP CODE: 777 Oakville Road Shi ensbur PA 17257 ) • NAME, ADDRESS AND RELATIONSHIP (IF ANYJ 70 DECEDENT, OF PERSON(S) PRESENr AT THE BO% OPENING I a. NAME: RELATIONSHIP: Mary E Myers daughter STREETADDRESS: CITY: STATE: ZIP CODE: 777 Oakville Road Shippensburg PA 17257 ti. NAME: RELATIONSHIP: I I STREET ADDRESS: CITY: STATE: ZIP CODE: I e. NAME: RELATIONSHIP: I STREET ADDRESS: CnYt STA7E: ZIP CODE: 1 NAME ANp ADDRESS OF FINANCULL INSTfTUTION WHERE THE SAFE OEPOSR BOX IS LOCATED ~ I NAME: ~ Farmers Natl. Bank a division of Adams Co. National Bank ~ STREETADDRESS: CITY: STATE: ZIP CODE: 1 West BI S rin Avenue Newville PA 17241 ~ NAME OF PERSON MAKING LAST ENTRY DATE AND TIME OF LAST ENTRY ~ Ma E M ers 1126!06 4:05 m DATE OF CONTRACT TO RENT BOX NUMBER OF BOX 1 • TRLE UNDER WHICH BOX IS REQUESTED 05/09/1989 8010082 Ruth S. Eater 1 NAME AND ADDRESS OF PERSON(S) HAVING ACCESS M BO% - I e. NAME: h. NAME: , Ruth S. Eater STREETADDRESS: STREET ADDRESS: 2 Broad Street, Apt 1 CnY: - STATE: ZIP CODE: CITY: STATE: ZIP CODE: 4 Newville PA 17241 ~ NAME AND TRLE OF EMPLOYEE TAKING THE INVENTORY ~ Brenda M. Shughart Teller Supervisor WAS A WILL IN T}IE BOX7 ^ YES ^ NO K yss, e. Dsta of will: I h. Name antl addmss of pemonal mpmssrdatM, M named In the will NAME: ~ I I STREET ADDRESS: GITY: STATE: ZIP CODE: I c. Name antl address of etlomey, If any NAME: STREET ADDRESS: CITY: ~ STATE: ZIP CODE: L 48500041046 4850(]41046 48500041046 SAFE DEPOSIT BOX INVENTORY Page / of REW465 EX INSTRUCTIONS (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. Govamment: Number of kerns, 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, w other designation. (Bearer Bonds) (5) Bank and Savings and Loen Passbooks: State name of depositor, number of book, last date appeadng in book, name of bank and brexh, end balance. (B) Jewelry, Coins, Stamps, Manuseripb, etc: List and describe es fully as possible. (7) Deeds, Mortgages, Cunent Insurance Policies or other evidences of Indebtedness: List and describe es fuly as possible. (6) All other contents. (S) Return completed form to: DEPARTMENT OF REVENUE INHERRANCE TN(DMSION DEPT. 280801 HARRISBURG, PA 17126.0901 fTEM NO. REM DESCRIPTION 1 CnlA ~cc~de+n{a,{ ~-a'1'h Jrs~rd~c~ ~looo ~Cf~AN %~ Pr-KAa,-I-ia/ TnSuvdvrce_ # o1CJl3 5 3 CNA c.-r A~rO, b13 DDfo$ 6 000 Yo!?r _1,3_9Su "- LLr Irc ff ~u,-t-. Shstarz,,,.cc Po (Ii '+~ ~bS,v?( I CERTIF CORRE Y UNDER ENALTY RJURY THgT THE ABOVE RECORDS ND C P EEST MY EDGE AND BELIEF. PERSON RECEIVING COPY OF - SAFE DEPOSR BOX INVENTORY: 910NAN sl RE ~ ~ _ PRINr ~~~ ~ l..(~~S PRI AND CHE PPROPRIATE BOX ELOW: Q ~. ~ £ U~r I PRIM 7171E ~e'T~Ir,. O~ICE MA nrA6~2 DATE ~-'~-Qq CHEJCKAPP OPRIATE aO%: [Y]Executorytrix) ^AUmlMetretor(tnc~) Eehe RepropnWUw; ~ Jdnt owner of sale depoelt box NOTE: Attach additional 6'/:" x 11"sheet(s) If necessary or use duplicates of this page of form. The DepaMant is aulhadzed by law, 42 U.S,C. §405 (c)(2)(CNI), b require dlsdosure of Social Security numbers in connection wiM adMnistedng sek tax laws. The Depanment uses fhe Socal Seadly number to identify the decedent and personal representaMes of tla estate. The Commonwealth may also tae Ule inormation in exldrange M tax mfomBtion agreements wAh Federal end local aulfadfias. The state law ibNs 6a CalmlanwealU's rsonnel from disdosm confiderdiei lax information exce t for olhdei s. JERRVA.wEIGLE WEIGLE & ASSOCIATES P.C. Attorneys-at-Law Aasoriales 126 EAST KBVG STREET JOSEPH P. RUANE SHePENSBURG, PENNSYLYANIA 17257-1397 RICHARD L. WEBBER,JR. TELEPHONE (717) 532-7388 or (717) 776-4295 Of Couusd FAX (717) 532-5289 THOMAS L. BRIGHT August 25, 2009 Cumberland County Register of Wills ~ n 1 Courthouse Square, Room 102 ~~ ~° a Carlisle, PA 17013 T-°c 17~ r ~ RE: r T1 `~~' "- ~ Ruth S. Eater Estate._~~ N ~ No. 2009-00344 ->c-n `~ ~ ~ Pa. No. 21-09-0344 D rv ._ Deaz Ladies and Gentlemen: _ I have enclosed the following items: 1. Inheritance Tax return, in duplicate origin al, with one additional copy; 2. Check in the amount of $4.57 payable to Register of Wills, Agent, for the inheritance tax liability; 3. Check in the amount of $15.00, payable to Register of Wills, for the filing fee; and 4. Self-addressed stamped envelope. Please time-stamp the copy and return it and a receipt in the enclosed self-addressed stamped envelope. Very truly yours, WEI Jam[/ `SSOCIATES, P.C. Richazd L. Webber, Jr., Esquire RLW/paf Enclosures s, -r,~ r~, rr _ > ~_ .-::a ~'=; ;^=d f~'t -i`~ [. ; ~-~ ~.., - .:~; - ;, Ca Mary E. Myers, Executrix w, k ~e ;u~oN a~~~N` `=a ^ ~1~ ^ 6 d 4 R N ~~, ~ o o-'° w N ~ 4 b~Q311Nn o a ~ ~i r!~ .w -~ .., (V u :`= g ~~ .:~ ~D ~ :i CV C7~3 ,¢ c,a ~.'~+ ~.--C fT ~~ N ` 4i: 0 J ~,. vr- it v" v I V Ay apy .~y!~ y L d mNa ~~ 4 ~N~ N O ~ d ~ ~ H ~ V'' ~ O r ~ ~a o p ~ M