HomeMy WebLinkAbout02-0260Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
also known as
, Deceased Social Security No. 313-42-8369
Petitioner(s), who is/are 18 years of age or older, apply(les) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the executor named in the Last Will of the
J~ Decedent, dated January 19, 2001 and codicil(s) dated
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following
ipouse (if an)/) and heirs:
Name
Relationship Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Penns~vivania, with his/her last family or
principal residence at 12 Shady Road, Camp Hill, PA 17011 (E. Pennsboro Township)'
(list street, number and municipaJity)
Decedent, then ..56 years of age, died February 10, 2002, at VA Medical Center, S. Lebanon Township, Lebanon County, PA
{L~tion)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property .......................................... $
(If not domiciled in PA) Personal property in Pennsylvania ................................ $
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania ..................................... $
Total .......................... e~ 70,000
Real Estate situated as follows: ~ tenants in common interest in real estate located at 12 Shady Road, Camp Hill, PA 1701~' ?0,000
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
L ,, / /~na~re Typed or pdnted name and residence
-~- ~"~z-'~:~ °/~''/ 7/---~'/~ Dolores R. Greenholt
68 Sumac Drive
Hanover, PA 17331
Form RW-I Page 1 of 2 (Dauphin County - Rev. 9/92)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the
Decedent, Petitioner(s) will well and truly administer the estate a~cording t~law./
Sworn toand affirmed and subscribed ~---~4~_~. ?Z~~'
before me this 13th day of
MARCH 2002
Estate of -Ccr3ld Loc
also known as
MA~Y C/f~EWIS-.-/
DECREE OF REGISTER
~'~ "'~')J~:/"~) Deceased
Social Security No: 313-42-8369
Date of Death: February 10, 2002
AND NOW, NARC[-] 1~ 2002
_.~, 2002, in consideration of the Petition on the reverse
side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [] Testamentary [] of Administration
(c. La.; d.b.n.c.L; pefldente lite; durante absentia; durante minoritate)
are hereby granted to Dolores R. Greenholt
in the above estate and that the instrument(s), if any, dated
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ........................... $. 115.00
Short Certificate(s)..(). $
Renunciation .................. $
Affidavit ( ) ................. $
Extra Pages ( ) ............ $
Codicil ............................. $
JCP Fee ..........................$
Inventory & Tax Forms... $
Other .............................. $
39.00
5.00
TOTAL ................ $ 159.00
mailed to attorney on 3-15-2002
Attorney:
I.D. No:
Address:
Telephone:
DATE FILED:
41274
415 Fallowfield Rd. Suite 301
Camp Hill, PA 17011
717-612-5801
03-13-2002
Fon~ RW-1 Page 2 of 2 (Dauphin County - Rev. 9/92)
of death duly filed with me as
,,os.sos ~.~' 9/s~,
This is to certify that the information here given is correctly copied from an original certificate
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00 ~.;g/A,_/ /'//' :)'-2 ", ' .... ~'~:-..--'~
Local Registrar
~"C b i g 2002
P 8 0 2 ,q 7 2 2 ~~~ Date
No.
COMMONWEALTH OF PENNSYLVANIA ' DEPARTMENT OF HEALTH ' VITAL RECORDS
, ,43..v ~? CERTIFICATE OF DEATH
SE X~'~-- ISOCIAL SECUflll Y NUMBER [DATE OF UEAIH ~Month, Cay. ~a~)
~ Lee Muth ........ ~~ ~~*~"--"0~"'~ ......... OmE.' ~
embe ,·
· . E. Pennsboro
)
,.
~"6 Esther A. Niehaus
ti
i ~o.s~rs .A~ 0~'~"'"'" 68 Sumac
~ l_ ~v R. Greenholt
~ ..... ~ ~ c,~ ~,o ~ February 14, 2002 ti Gap National Cem. Hanover ~P. PA 17003
~ irthemore Inc.
~ ~H ~O
7:35 p. k February 10, 2002 ~,,~.~
~I~IATE ~ (F~nal Renal failure
~ ~ ~eaJ~) '-~ ii, I~IE ~O loft AS ~E~E
~ ~ ~ ~ A C~SE~E~E
c'~E~E
,,..1:3
r Print
Joseph M. Padolick, M.D.
VA Medical Center, Lebanon, PA
17042
OF
GERALD LEE MUTH
I- coo
I, GERALD LEE MUTH, of East Pennsboro Township, Cumberland
County, Pennsylvania, do make, publish and declare this to be my Last Will and
Testament, hereby revoking all Wills and Codicils by me at any time made.
ITEM h I direct that all inheritance and estate
taxes becoming due by reason of my death, whether payable by my estate or by any
recipient of any property, shall be paid by the Executor out of the residue of my
estate, as an expense and cost of administration of my estate. The Executor shall
have no duty or obligation to obtain reimbursement for any such tax so paid, even
though on proceeds of insurance or other property not passing under this Will.
ITEM II: I direct the Executor to pay the expenses
of my last illness and funeral expenses from the residue of my estate as an expense
and cost of administration of my estate.
ITEM III: I give to my son, ADAM CHARLES
MUTH, all of my household furniture and furnishings, books, pictures, jewelry,
silverware, automobiles, wearing apparel and all other articles of household or
personal use or adornment and all policies of insurance thereon. However, if my son
is under the age of eighteen (18) years at the time of my death, and if the Executor
thinks any property to which he is entitled under this Item is unsuitable for his use,
the property shall be sold and the proceeds shall be added to my residuary estate.
The Executor may deliver any property to which my son is entitled and which is not
Page 1 ~
sold to the person with whom my son resides or who has the care or control of him
(without bond), and the receipt of that person shall be a complete release of the
Executor.
ITEM IV: I give the residue of my estate, not
disposed of in the preceding portions of this Will, to DOLORES R. GREENHOLT, as
Trustee (hereinafter referred to as "Trustee"), IN TRUST, to be administered and
distributed as follows:
(a) The Trustee shall pay to or for the benefit of my son,
ADAM CHARLES MUTH, (the "Beneficiary") in convenient, at least
annual installments, so much of the net income as the Trustee deems
appropriate for the Beneficiary's support, maintenance, education and
medical care. Income not distributed shall be accumulated and added to
principal.
(b) The Trustee shall also pay to the Beneficiary so much of
the principal as the Trustee, in the discretion of the Trustee, considers
necessary for the proper support, maintenance, education and medical
care of the Beneficiary.
(c) Upon the attainment of the age of twenty-five (25) years by
the Beneficiary, the Trustee shall pay to the Beneficiary one-half (1/2)
of the principal of the Trust. Upon the attainment of the age of thirty
(30) years by the Beneficiary the Trust shall terminate and the Trustee
shall pay to the Beneficiary the remaining assets of the Trust.
Page 2
(d) Should the Beneficiary die during the continued existence
of his Trust, the Trustee shall hold the principal for the benefit of the
issue of the Beneficiary, as provided in paragraph (e) of this Item.
Should the Beneficiary die before final distribution and not be survived
by issue, the provisions of paragraph (f) of this Item shall apply.
(e) The Trustee shall divide each share set apart for the issue
of my son into separate per stirpital shares for each issue (each the
"Beneficiary" of his or her Trust), to be held as separate trusts. The
Trustee shall administer each share as a separate Trust, as follows:
(i) Trustee shall pay to or for the benefit of the
Beneficiary so much of the net income, in convenient, at
least annual installments, as is necessary, in the sole
discretion of the Trustee, for the proper support,
maintenance, medical care and education of the
Beneficiary. Income not distributed shall be accumulated
and added to principal.
(ii) The Trustee shall also pay to or for the
benefit of the Beneficiary so much of the principal as the
Trustee, in the discretion of the Trustee, considers
necessary to maintain the beneficiary in the proper station
in life, including proper support, maintenance, medical
care and college or higher education.
(iii) Upon the attainment of the age of twenty-five
(25) years by the Beneficiary, the Trust shall terminate
Page 3
and the Trustee shall pay to the Beneficiary the remaining
assets of the Trust.
(iv) Should the Beneficiary die before final
distribution of the assets of his or her Trust, the Trust
shall terminate and the Trustee shall pay the assets of the
Trust to the then living issue of the Beneficiary, per
stirpes. However, if any issue has not attained the age of
twenty-one (21) years at the time of distribution, the
Trustee shall continue to hold the share for that issue as
Custodian under the Pennsylvania Uniform Transfers to
Minors Act for the benefit of that issue.
Page 4
(v) If at any time before final distribution of the
assets of any of the Trusts administered under this
paragraph, there are no living beneficiaries of the Trust,
the Trust shall terminate, and its assets shall be added to
the other then existing Trust(s) created under this Will for
the benefit of the other issue my deceased son, in the same
proportion by which the Trusts were originally funded.
However, if any Trust has terminated by payment of its
principal to its beneficiaries, the beneficiaries who received
the principal of that Trust shall collectively be considered
an "existing Trust" for the purpose of this paragraph, and
the share which would have been added to that Trust shall
be paid directly to the beneficiaries who received the assets
in the same proportion by which they received the assets of
the Trust. If any beneficiary is deceased, the share of that
beneficiary shall be paid to the then living issue of that
beneficiary, per stirpes. If that beneficiary has no living
issue, the principal shall be paid to my then living issue,
per stirpes.
(f) In the event I am not survived by my son, ADAM
CHARLES MUTH, or any issue, or in the event there are no issue of
mine surviving upon the termination of any Trust, the principal shall be
paid to DOLORES R. GREENHOLT.
ITEM V: No part of the income or principal of any
Trust created by this Will shall be subject to attachment, levy or seizure by any
creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary prior
to his or her actual receipt of income or principal distributed. The Trustee shall pay
the net income and the principal to the beneficiaries specified by me, as their
interests may appear, without regard to any attempted anticipation, pledging or
assignment, and without regard to any claim or attempted levy, attachment, seizure
or other process against the beneficiary.
ITEM VI: The Executor and the Trustee shall each
possess the following powers, each of which may be exercised without court approval
and in a fiduciary capacity only:
(a) To retain any investments I have at my death, including
specifically those consisting of stock of any bank even if I have named
that bank as the Executor or Trustee.
Page 5
(b) To vary investments, and to invest in bonds, stocks, notes,
real estate mortgages or other securities or in other property, real or
personal, without being restricted to so-called "legal investments", and
without being limited by any statute or rule of law regarding
investments by fiduciaries.
(c) In order to divide the principal of a Trust or for any other
purpose, including final distributions, the Executor and Trustee are
authorized to divide and distribute personal property and real property,
partly or wholly in kind, and to allocate specific assets among
beneficiaries and Trusts so long as the total market value of each share
is not affected by the division, distribution or allocation in kind. The
Executor and Trustee are each authorized to make, join in and
consummate partitions of lands, voluntarily or involuntarily, including
giving of mutual deeds, or other obligations, with as wide powers as an
individual owner in fee simple.
(d) To sell either at public or private sale real and personal
property severally or in conjunction with other persons, and to
consummate sale(s) by deed(s) or other instrument(s) to the
purchaser(s), conveying a fee simple title. No purchaser shall be
obligated to see to the application of the purchase money or to make
inquiry into the validity of any sale(s). The Executor and Trustee are
authorized to execute, acknowledge and deliver deeds, assignments,
options or other writings as necessary or convenient to any of the power
conferred upon the Executor and Trustee.
(e) To mortgage real estate, and to make leases of real estate.
Page 6
(fl To borrow money from any person, including the Executor
or Trustee, to pay indebtedness of mine or of my estate, expenses of
administration or inheritance, legacy, estate and other taxes, and to
assign and pledge assets of my estate or any Trust established by this
Will.
(g) To pay all costs, taxes, expenses and charges in connection
with the administration of my estate or any Trust established under this
Will.
(h) To make distributions of income and of principal to the
proper beneficiaries, during the administration of my estate, with or
without court order, in such manner and in such amounts as the
Executor deems prudent and appropriate.
(i) To vote shares of stock which form a part of my estate or
any Trust established under this Will, and to exercise all the powers
incident to the ownership of stock.
(j) To unite with other owners of property similar to property
in my estate to carry out plans for the reorganization of any company
whose securities form a part of my estate.
(k) To disclaim any interest in property which would devolve
to me or my estate by whatever means, including but not limited to the
following means: as beneficiary under a will, as an appointee under the
exercise of a power of appointment, as a person entitled to take by
Page 7
intestacy, as a donee of an inter vivos transfer, and as a donee under a
third-party beneficiary contract.
(1) To prepare, execute and file tax returns of any type
required by applicable law, and to make all tax elections authorized by
law.
(m) To employ custodians of property, investment or business
advisors, accountants and attorneys as the Executor or Trustee deems
appropriate, and to compensate these persons from assets of my estate
or trust, without affecting the compensation to which the Executor and
Trustee are entitled.
(n) To divide any Trust created in this Will into two or more
separate Trusts so that inclusion ratio for purposes of the generation-
skipping transfer tax shall be either zero or one, in order that an
election under Section 2652(a)(3) of the Internal Revenue Code may be
made with respect to one of the separate Trusts, or for any other reason.
(o) To allocate administrative expenses to income or to
principal, as the Executor or Trustee deems appropriate. However, no
allocation to income shall be made if the effect of the allocation is to
cause a reduction in the amount of any estate tax marital deduction or
estate tax charitable deduction.
(p) To do all other acts in their judgment necessary or
desirable for the proper and advantageous management, investment and
distribution of the estate and Trusts established under this Will.
Page 8
ITEM VII: The Trustee is authorized to distribute
principal and/or income in any one or more of the following ways if the Trustee, in
the sole discretion of the Trustee, considers the beneficiary unable to apply
distributions to the beneficiary's own best interests, or if the beneficiary is under a
legal disability:
(a) Directly to the beneficiary;
(b) To the Trustee, or to another person selected by the
Trustee, as custodian under the Pennsylvania Uniform Transfers to
Minors Act as to a beneficiary under the age of twenty-one (21) years;
(c) To a relative of the beneficiary, to be expended by that
relative for the benefit of the beneficiary; or
(d) By directly applying distributions for the benefit of the
beneficiary.
ITEM VIII: The Trustee, on an annual basis, shall provide
each income beneficiary who has attained the age of eighteen (18) years, and the
Guardian of the person of any income beneficiary who has not attained the age of
eighteen (18) years, statements showing transactions each Trust established for the
benefit of that beneficiary. The beneficiary, or the Guardian of the person of such
beneficiary, may waive this right to receive an annual accounting. The Trustee may,
at any time, settle any account, or questions concerning the administration of any
Trust established under this Will, by agreement with the then current income
beneficiaries of the Trust, if legally competent, or if not legally competent, with the
Guardian of the person of the beneficiary, the legally competent spouse of the
Page 9 ~
beneficiary, or the oldest legally competent relative of the beneficiary who would take
a portion of the estate of the beneficiary were the beneficiary to die at that time
intestate under the laws of the Commonwealth of Pennsylvania. Any settlement
made in accordance with this Item shall bind all persons who have an interest in the
Trust, and shall constitute a release and discharge of the Trustee with respect to
transactions specified in the settlement.
ITEM IX: In the absence of actual knowledge of a
breach of trust, or information concerning possible breach of trust that would cause a
reasonable person to inquire, a successor Trustee is under no duty to examine the
accounts and records of a predecessor Trustee, or to inquire into the acts or omissions
of the predecessor, and is not liable for any failure to seek redress for any act or
omission of the predecessor. The successor Trustee shall have responsibility only for
property which is actually delivered to him or her by the predecessor and shall have
all of the powers conferred upon a Trustee hereunder.
ITEM X: Any person who has died within thirty (30)
days of my death, or under such circumstances that the order of our deaths cannot be
established by proof, shall be deemed to have predeceased me.
ITEM XI:
to Executors and Trustees:
I make the following provisions with respect
(a) I appoint DOLORES R. GREENHOLT to be the Executor
and Trustee.
(b) In the event that DOLORES R. GREENHOLT is unable or
refuses to serve as Executor or Trustee, she shall have the power to
Page 10
appoint her successor. Each person serving as a successor Executor or
Trustee shall have the power to appoint his or her successor.
(c) The appointment of a successor Executor or Trustee shall
be in writing and shall be filed with the court in the jurisdiction which is
the situs of the Trust. The written instrument shall be signed by the
person having the power to make the appointment.
(d) The Executor and Trustee shall have the right to receive
reasonable compensation for services rendered.
(e) The Executor and Trustee shall not be liable or
accountable for any loss that may result from the good faith exercise of
the authority granted in this Will.
(fl The Executor and Trustee are specifically relieved from the
duty of filing bond or entering security.
IN WITNESS WHEREOF, I have set my hand and seal to this, my Last
Will and Testament, consisting of this and the preceding ten (10) pages, at the end of
each page of which I have also set my initials for greater security and better
identification this / ~ day of~-'~~, 2001.
~E~RAL-D -LEE~OTH ~-
We, the undersigned, hereby certify that the foregoing Will was signed,
sealed, published and declared by the above-named Testator as and for his Last Will
and Testament, in the presence of us, who, at his request and in his presence and in
the presence of each other, have hereunto set our hands and seals the day and year
first above written, and we certify that at the time of the execution thereof, the said
Testator was of sound and disposing mind and memory.
(SEAL)
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF 0~, CH ~tl )
I, GERALD LEE MUTH, Testator, whose name is signed to the
attached or foregoing instrument, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as my Last Will and
Testament; that I signed it willingly; and that I signed it as my free and voluntary act
for the purposes therein expressed.
GERALD LEE'MU~I~i ~'-
Sworn to and subscribed before
me,this ~/" day of
Ja~f~,r~/ ,2001.
Notary Public
My Commission Expires:
(SEAL)
Notarial Seal
Me sa M. Lucas, Notar~ Public
Harrisburg, Dauphin L;ounty
My Commission Expires Oct. 13, 2003
Member. Pennsv~', ~'n~:.' :~s'-~iation 05 N~aries
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF Df~fB~t~ )
~[~ ~C ~f- ~0~% ,the Witnes~Jlwhose names are signed to the attached
or foregoing instru"ffi~nt, being duly qualified according to law, do depose and say that
we were present and saw Testator, GERALD LEE MUTH, sign and execute the
instrument as his Last Will and Testament; that Testator signed willingly and that
he executed said Will as his free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the Testator signed the Will as Witnesses;
and that to the best of our knowledge the Testator was at that time eighteen (18) or
more years of age, of sound mind and under no constraint or undue influence.
Sworn to and subscribed before
~n~e this / ~/~day of
~4~ ~,~-~ ,2001.
Notary Public
My Commission Expires:
(SEAL)
:248839
Notaria Seal
Melisa M. Lucas, Notary Public
Harrisburg, Dauph n County
My Commission Expires Oct. 13, 2003
~'!~m~:'~ ~m~?Iv~ ma Association of Notades
?lT6125~05 T-gZT P.OOZ/OOZ F-43Z
03-14-2002
FROi~-KEEFER,~OD,ALLE~-&-RAHAL
HF..ATH L. ALLEN
N. D^VID
CHARLES W. RUBE:NDALL
ROBERT L. WI,"I. DON
EUGENE E, pi~PIN~,I<,Y, JR.
JOHN H,
~ARY [. FRENCH
DONNA $, Wel-DON
ROBERT R. CHURCH
5TEI~HEN L. GROSE
R, SCOTT SHEARER
WAYNE M, PECHT
ELYSE E. Ro~ERB
DONALD M. Le'WI$Trr
BRIOGE;T M. WHITLEY
C:RAI5 A. LONGYEAR
JOHN ~. I='EICHTEL,
ELi~ABE;TH j. ~OLOSTEIN
BARI~KRA A- (~ALL
KEEFER WoOD ALLEN & RAHAL,
41!5 F'ALLOWF'I£LD ROAD, SUITE 102
CAMP HILL. PA [7011-'15906
PHONE 1717)
FAX [717! 81,~'-~80.'~
EIN No. 23-O7[6135
March 14, 2002
LLP
ESTABLISHED IN lB7
OF COUN~EI'
SAMUEL C. HARRY
HARRISBURG OFFICE
210 WALNUT STREET
HARRISBURG. PA
WL~ITr;.R' ~ OI RIE~T
717.612-5801
e ro~e:e..r e(.,~k ee. fe tw oo cLc om
VIA FACSIMILE &
FIRST CLASS MAIL
Register of Wills
Cumberland County Courthouse
ATTN: Jackie
One Courthouse Square
Carlisle, PA 17013-3387
Re: Estate of Gerald Lee Muth, a.k.a Ger_.ald L. Muth
Dear Jackie:
Thanks for your telephone call.
Please accept this letter as a request that the Petition for Grant of Letters
which we filed on March 13, 2002, be amended to refer to the "Estate of Gerald Lee
Muth, a.k.a. Gerald L. Muth.'
Please let me know if anything further is required, and many thanks for your
assistance.
Sincerely yours,
lmg
CC:
Dolores R. Greenholt
HEATH l. ALLEN
N. DAVID RAHAL
CHARLES W. RuBENDALL 1'I'
ROBERT L. WELDON
EUGENE E. PEPINSKY. JR.
JOHN H. ENOS TIT
GARY E. FRENCH
DONNA S. WELDON
BRADFORD DORRANCE
JEFFREY S. STOKES
ROBERT R. CHURCH
STEPHEN L. GROSE
R. SCOTT SHEARER
WAYNE M. PECHT
ELYSE E. ROGERS
DONALD M. LEWIS'rrr
BRIDGET M. WHITLEY
CRAIG A. LONGYEAR
JOHN A. FEICHTEL
ANN McGEE CARBON
ELIZABETH ,J. GOLDSTEIN
BARBARA A. GALL
KEEFER WOOD ALLEN & RAHAL,
415 FALLOWFIELD ROAD, SUITE 102
CAMP HILL, PA 17011-4906
pHONE (717) 612-5800
FAX (717} 612-5805
EIN NO. 23-0716135
March 14, 2002
LLP
ESTABLISHED IN 1878
OF COUNSEL:
SAMUEL C. HARRY
HARRISBURG OFFICE:
210 WALNUT STREET
HARRISBURG, PA I?10~
PHONE (717) 255-8000
FAX (717) 255-8050
WRITER'.S DIRECT DIAL:
717-612-5801
erogers~keeferwood.com
VIA FACSIMILE &
FIRST CLASS MAIL
Register of Wills
Cumberland County Courthouse
ATTN: Jackie
One Courthouse Square
Carlisle, PA 17013-3387
Re: Estate of Gerald Lee Muth, a.k.a Gerald L. Muth
Dear Jackie:
Thanks for your telephone call.
Please accept this letter as a request that the Petition for Grant of Letters
which we filed on March 13, 2002, be amended to refer to the "Estate of Gerald Lee
Muth, a.k.a. Gerald L. Muth."
Please let me know if anything further is required, and many thanks for your
assistance.
Sincerely yours,
Elyse E.~ogers
ling
CC:
Dolores R. Greenholt
CERTIFICATION OF NOTICE UNDER RULE 5.6 a
Name of Decedent: Gerald Lee Muth a/k/a Gerald L. Muth
Date of Death:
Will No.
February 10, 2002
Admin. No. 21-02-0260
To the Register:
I certify that notice of estate administration required by Rule 5.6(a) of the
Orphans' Court Rules was served on or mailed to the following beneficiaries of the
above-captioned estate on
·
Name
Address
68 Sumac Drive Hanover PA 17331
Dolores R. Greenholt Trustee
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Date: 4j/~ c~ ~ ~ Signatu
Elyse E. Rogers, Esquire
Name
415 Fallowfield Road, Suite 301
CAmp I4ill, PA 17011
Address
(717) 612-5801
Telephone
Personal Representative
Counsel for Personal
Representative
HEATH L. ALLEN
N. DAVID RAHAL
CHARLES W. RUBENDALL 'rr
ROBERT L. WE. LDON
EUGENE E. pEPINSKY, JR.
JOHN H, ENOS 'rrr
GARY E. FRENCH
DONNA S. WELDON
BRADFORD DORRANCE
JEFFREY S. STOKES
ROBERT R. CHURCH
STEPHEN L. GROSE
R. sCOTT SHEARER
WAYNE M. pECHT
ELYSE E. ROGERS
CRAIG A. LONGYEAR
DONALD M. LEWIS'tIT
BRIDGET M. WHITLEY
JOHN A. FEICHTEL
ANN McGEE CARBON
ELIZABETH J. GOLDSTEIN
BARBARA A. GALL
STEPHANIE KLEINFELTER
KEEFER WOOD ALLEN & RAHAL,
415 FALLOWFIELD ROAD, SUITE 301
CAMP HILL, PA 17011-4906
PHONE 717-612-5B00
FAX 717-612-5805
EIN NO. 23-07t6135
www.keeferwood.com
LLP
ESTABLISHED IN 187S
OF COUNSEL:
SAHUEL C. HARRY
HARRISBURG OFFICE:
210 WALNUT STREET
HARRISBURG, PA 17101
PHONE 717-2.~J'S'8000
May 9, 2002
717-612-5808
cswindler~keeferwood.com
Via: Certified Mail
Cumberland County Register of Wills
Cumberland County Courthouse
I Courthouse Square
Carlisle, PA 17103
Re:
Estate of Gerald Lee Muth a/k/a Gerald L. Muth
File No. 21-02-0260
Dear Sir/Madam:
Enclosed for you will find a check in the amount of $850 as prepayment of
Pennsylvania inheritance tax on the above estate. Please return a receipt in the
enclosed envelope. Thank you.
/cds
Enclosure
90755
Sincerely you~,
Ch~yle D. Swindler
Legal Assistant to~
EIyse E. Rogers
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 001 165
ROGERS ELYSE E
415 FALLOWFIELD ROAD
SUITE 102
CAMP HILL, PA 1 701 1-4906
fold
ESTATE INFORMATION: SsN: 313-42-836s
FILE NUMBER: 2102-0260
DECEDENT NAME: MOTH GERALD L
DATE OF PAYMENT: 05/10/2002
POSTMARK DATE: 05/08/2002
couNTY: CUMBERLAND
DATE OF DEATH: 02/10/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 5850.00
TOTAL AMOUNT PAID:
REMARKS: ELYSE E ROGERS ESQUIRE
CHECK#103
SEAL
INITIALS: AC
MARY C. LEWIS
RECEIVED BY
REGISTER OF WILLS
$850.00
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
CD
REV-1162 EX(11-96)
OO1829
ROGERS ELYSE E
415 FALLOWFIELD ROAD
SUITE 102
CAMP HILL, PA 17011-4906
........ fold
ESTATE INFORMATION: SSN.' 313-42-8369
FILE NUMBER: 2102-0260
DECEDENT NAME: MUTH GERALD L
DATE OF PAYMENT: 11/12/2002
POSTMARK DATE: 11/08/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 02/10/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $244.53
REMARKS:
TOTAL AMOUNT PAID:
DOLORES R GREENHOLT
C/O ELYSE E ROGERS ESQUIRE
$244.53
SEAL
CHECK//102
INITIALS' CW
RECEIVED BY.'
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
HEATH L. ALLEN
N. DAVID RAHAL
CHARLES W. RUBENDALL 1T
ROBERT L. WELDON
EUGENE Ir. PEPINSKY. JR.
JOHN H. ENOS TrT
GARY Ir. FRENCH
DONNA S. WELDON
BRADFORD DORRANCE
JEFFREY S. STOKES
ROBERT R, CHURCH
STEPHEN L. GROSE
R. SCOTT SHEARER
WAYNE M. PECHT
ELYSE E. ROGERS
CRAIG A. LONGYEAR
DONALD M. LEWISTIT
BRIDGET M. WHITLEY
JOHN A. FEICHTEL
ANN McGEE CARBON
ELIZABETH J. GOLDSTEIN
BARBARA A. GALL
STEPHANIE KLEINFELTER
KEEFER WOOD ALLEN & RAHAL,
415 FALLOWFIELD ROAD, SUITE 301
CAMP HILL, PA 17011-4906
PHONE 717- 612-5800
FAX 717- 61:~-5805
EIN NO. 23-071613B
www. keefe~vood.com
November 8, 2002
LLP
ESTABLISHED IN 187B
OF COUNSEL:
SAMUEL C. HARRY
HARRISBURG OFFICE:
210 WALNUT STREET
HARRISBURG, PA 17101
PHONE 717-255-8000
717-612-5801
erogers~keeferwood.com
Via: Certified Mail
Cumberland County Register of Wills
Cumberland County Courthouse
I Courthouse Square
Carlisle, PA 17013
Re: Estate of Gerald L. Muth, No. 21-02-0260
Dear SirfMadam:
Enclosed herewith for filing please find the following:
1. Pennsylvania Inheritance Tax Return (filed in duplicate);
2. Inventory;
3. Check in the amount of $244.53 in payment of taxes due; and
4. Check in the amount of $25.00 in payment of your filing fee.
Kindly acknowledge receipt of these documents by time-stamping the
enclosed copy of this letter and returning it to our office. Thank you.
EER/lmg
Enclosures
300 1530 0001 8838 3775
TO:
415 Fallowfield Road
Suite 301
Camp Hill, PA 17011-4906
REGISTER OF WILLS
CUMBERLAND CO cOURTHOUSE
1 COURTHOUSE SQUARE
CARLISLE PA 17013
Register of Wills of Cumberland County,
INVENTORY
Pennsylvania
Estate of Gerald L. Muth
No. 21-02-0260
also known as Gerald Lee Muth
Date of Death
February 10, 2002
Deceased Social Security No. 313-42-8369
Dolores R. Greenholt
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all
of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that
the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and
that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that whic
at the end of this inventory. I/We verify that the stateme made_ in ml ....... h appears in a memorandum
false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to
authorities, nts ......... ~ mvemory are true and correct. /We understand that
Name of
Attorney:
I.D. No.:
Address
Telephone:
Elyse E. Rogers ~"~, . ~
41274
415 Fallowfield Road, Camp Hill, PA 17011
717-612-5801
Personal Representative:
Dated:
DESCRIPTION VALUE
1. Guns
$ 1,500.00
2. Jewelry and miscellaneous items $ 1,254.50
3. Miscellaneous household items $ 26,399.50
4. Toys
$ 1,061.50
5. Miscellaneous furniture
$ 2,839.00
6. Undivided ½ tenants in common interest in 12 Shady Road, $ 74,000.00
Camp Hill, PA
(Attach Additional Sheets If Necessary) $107,054.50 ::
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the ejection of the personal representative, include the value of each item,
but such figures should not be extended into the total of the Inventory.
REV-1500 EX + (6-00) ' ~
COMMONWEALTH OF PENNSYLVANIA I REV-1500 / _
HARRISBURG, PA17126-0601 / RESIDENT DECEDENT I
/ i COUN
OFFICIAL USE ONLY
2002 0260
YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Muth, Gerald L.
SOCIAL SECURITY NUMBER
313-42-8369
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT 02/10/03~ I 12/20/1945 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL SOCIAL SECURITY NUMBER
CHECK
APPRO-
PRIATE
BLOCKS
COR-
RE-
SPON
DENT
1. Original Return ~ 2. Supplemental Return
4. Limited Estate 4a. Future Interest Compromise
(date of death after 12-12-82)
6, Decedent Died Testate 7, Decedent Maintained a Living Trust
(Attach copy of Will) (Attach a copy of Trust)
9. Litigation Proceeds Received. 10. spousal12.31.91PovertYand 1-1-95)Credit (date of death between
NAME
Elyse E.-Rc~3ers,' Esquire
FIRM NAME (If Applicable)
Keefer Wood Allen & Rahal, T,T,P
TELEPHONE NUMBER
717-612-5801
3. Remainder Return
(date of death prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
r--] 11. Election to tax under Sec. 9113(A)
(Attach Sch O)
COMPLETE MAILING ADDRESS
415 Fallowfield Road, Suite 301
Ca~p Hill, PA 17011
RECA-
PITULA-
TION
TAX
COMPU-
TATION
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)
B Separate Billing Requested (6)
7. Inter-Vivos Transfers & Miscellaneous
Non-Probate Property (Schedule G or L)
74,000.00
None
None
None
33,054.50
None
(7) None
OFFICIAL USE ONLY
8. Total Gross Assets (total Lines 1-7) (8)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 26,572.13
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 55,165.15
11. Total Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (Line 8 minus Line 11) (12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13)
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
107,054.50
81,737.28
25,317.22
None
25,317.22
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) X .0 __ (15)
16. Amount of Line14 taxable at lineal rate 25,317.22 x.0 45 (16)
17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17)
18. Amount of Line 14 taxable at collateral rate 0 · 00 X .15 (18)
19. Tax Due (19)
1,139.27
0.00
0.00
1,139.27
0 PA15001 NTF 29755 Copyright 2000 Greatiand/Nelco LP - Forms Software Only
Estate of: Gerald L. Muth 21-2002-0260
~Y OF AT~OCATIONS TO BS~EFICIARIES
Taxable at lineal rate
Trust fbo AdamC. Muth 25,317.22
PA REV-1500 EX (6-00)
Decedent's Complete Address:
Page 2
STREET ADDRESS
12 Shady Road
C,TY IsTATE I ZIP
Can~p Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page I Line 19) (1) 1,139.27
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments 850.00
C. Discount 44.74
894.74
0.00
244.53
0.00
244.53
Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C) (2)
Total Interest/Penalty (D + E) (3)
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)
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)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
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; ....................................... I 1
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? ................................................... ~ ~[
3. Did decedent own an "in trust 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.
Under penalties of perj. ury, declare that I have exam ned th s return, including accompanying schedules and statements, and to the. best of my.
knowledge and behef, ~t is true correct and complete. Declaration of preparer other than the personal representative is based on inTormation of
which prepi~rer has ~ know edge.
AT~E OF/.,/F~SO~ESPO~I~?R FILING RETURN //D_~_E, °~/
ADDRESS
See Schec]_~]!e attacheck
SIGNAT~F PREP~k'R'E-'~'OT,14',E~I THAN REPRESENTATIVE DATE
ADDRESS 1 - 2
415 Fg2_lc~-field Road,~Suite 301, Carrp Hi-Il, PA 17011
ff6i-' ~/~ie~ '/~f'i:i~t}i'~fi' ~'ii/t'e~'~J,','lg"~;' ~'~§;~'/ih'd' ~$f'6~'3~'~)' ~'; '~ ~$','i~;$ i~/';aiz'i'fi~'/~'i~¢' }~i~i '9~ii,','&' ~i't'i~$}~'i$' ~'i$'; i~i~;'fi~$'~'i~' ~i~i'~'~'~$'i~' ~;); .................................................
[72 ~.s. § 0116 (a) (1.1) (i)l.
For dates of death on or after January 1, 1995, the tax rate is 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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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,
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.
0 PA15002 NTF 29756 Copyright 2000 Greatland/Nelco LP - Forms Software Only
Estate of: Gerald L. Muth 21-2002-0260
The following person(s) are signing the return as representative(s) of the estate:
Dolores R. Greenholt
68 Sumac Drive
Hanover, PA 17331
REV-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Gerald L. Muth 21-2002-0260
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 property which Is Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
1 Undivided 1/2 tenants in ccmron interest in 12 Shady Road, Can~
Hill, PA 17011 owned with decedent's ex-wife, Dolores R.
Greenholt
TOTAL (Also enter on line 1, Recapitulation)
VALUE AT DATE
OF DEATH
74,000.00
$ 74,000.00
7 CPA21 NTF 10904
Copyright Forms Software Only, 1997 Nelco, Inc.
(If more space is needed, insert additional sheets of the same size)
U.S. DEPARTMENT OF HOUSING and URB/~' "~VELOPMENT
SETTLEMENT STATEM[
LIBERTY LAND SETTLEMENT
SERVICES, INC.
4660 Trindle Road - Suite 101
Camp Hill, PA 17011
TITLEPRO
Leserprint
B. TYPE OF LOAN
1, [ I FHA 2. [ ) FMHA 3.~ ] CONV. UNINS.
4, [ ] VA 5. [ ] CONV. INS.
6. FILE NUMBER: I 7, LOAN NUMBER:
50115 PP0851JH
8. MORT. INS. CASE NO.:
NOTE: This form is furnished [o give you e statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked
fide the closin I; the) ~re shown here for informational purposes and are not included in the totals.
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: E NAME AND ADDRESS OF LENDER:
JAMES B. ATWELL GEP,]~JuD L. MUTH ESTATE THE WASHINGTON SAVINGS
PATSY L. MCCURDY DOLORES R. GREENHOLT BANK, FSB
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE:
i2 SHADY ROAD LIBERTY LAND SETTLEMENT SERVICES, ~INC. 07/19/02
EAST PENNSBORO TOWNSHIP, PLACE OFSErrLEMEN~:
CUMBERLAND COUNTY, PA. C-21 WALAK CEDAR 'AVE. CAMP HILL,PA.
K. SUMMARY OF SELLER'S TRANSACTION:
J. SUMMARY OF BORROWr.~:S TRANSACTION:
400. GROSS A'MOUI~-~ TO -~FI LFR,
100. GROSS AMOUNT DUE FROM BORROWER
m~, Contract sales price 148000.00 4~l. Contract sales price 148000.00
io2~ Personal propert), 4o2. Personal property
t03. Settlement charc~es to borrower (line 1400) 6 1 8 ~) · 7 5 403.
Adjustments for items paid b7 seller in advance Ad)ustments for items paid by seller in advance
106. Cilyrrown lax Io 406.Cily/Town lax Io
,or. CounW tax 07/19/021o 12/31/02 211.72 40?.County tax 07/19/02to 12/31/0-2 211.72
,,o. SEW/T SH 7/19-, /30 68.67 4,0. SEW/T SH 7/19-, /30
412.
120. GROSS AMOUNT DUE FROM BORROWER 1544 7 0. 14 420. GROSS AMOUNT DUE 3'0 SELLER 14 82 8 0. 3 9
200. AM6'UNTS PAID BY OR IN BEHALF OF SORROWER ~oo. REDUCTIONS IN AMOUNT DUE TO SELLER
2o~. Deposit or earnest mone}' 5 0 0 0.0 0 sol.Excess deposit (see instruclions)
202. Principal amount 6f new loan(s) 3 0 0 0 0.0 0 so2.Settlement chartres to seller (line 1400) 1 0 9 52.2 5
203. Existing loan(s) taken subiect to s03.Existing loan(s) taken subject to
2o4. 5o4.Payofl of First Mortgage Loan
AT,T.WIRST BANK 89950.61.
205. sos. Payoff of Second Morlgage Loan
206. 506.
Ad)ustments 1or items unpaid by seller Adjustments for items unpaid by seller
210. City/Town tax to 51o. CItyfrown tax to J
211. County tax lo 511.CounW lax to
213. 07/01/02to 07/19/02 92.96 s,s. 07/01/02~.o 07/19/02 92.9.6.
515.
516,
517. ',
220. TOTAL PAID BYIFOR BORROWER 35092 . 96 5?.0.TOTAL REDUCTION AMOUNT DUE SELLER 100995 - 82
300 CASH AT ~L~-Mr:NT FROM OR TO BORROWER 600. CASH AT SE'I-fL'''~iFi~'T TO OR FROM SELLER
3m. Gross amount due from borrower (line 120) 154470.14 sol.Gross amounl due Io seller (line 420) 148280.39
302. Less amount paid by/for borrower (line 220) 3 5 0 9 2.9 6 so2.Less reduction amount due seller (line 520) 1 0 0 9 9 5.8 2
303 CASH([~[FROM) ([ ]TO)BORROWER 119377.18 , so3.C~SH(~'/'~TO) ( O SELLER ,?
~ --.-.,~: . ..,," ~ /~ ~ ,% ~..
~.TTLEMENT STATEMENT
L SET-r?U;NT CHARGES 50115
700. TOTAL SALES/BROKER'S CO'U"*u"!$SION based °n price $ 148000 . 00 6 . 0
Division of Commission (line 700) as follows:
Total: $8,880.00
'?o1.$ 4465.00 to
ERA NRT INC.
702.$ 4415.00 to
703. ~mmission paid at Settlemenl
C-21 WALAK ASSOC.
Page 2
PAID FROM PAID FROM
BORROWER'S ~ SELLER'S
FUNDS AT I FUNDS AT
SE'ITt ~MFNT ~ SETI'LEMENT
8880:00
125.00 100.00
704. TRANS. FEE
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Origination Fee %
802. Loan Discount %
803. Appraisal Fee to
804. Credil Report to
805. Lenders inspection Fee
806. UNDERWRITING FEE
807. TAX SERVICE FEE
808. FLOOD CERT
8og. DOC.PREP.FEE
81o. COURIER
811.
WALAK/WALTZ & ERA NRT
BEDDIA
MCR
TWSB
CHASE
GEO TRACT
TWSB
FED EX.
332.00
18.00
75.00
85.00
22.00
295.00
30.00
900. ITEMS REQUIRED BY LENDER TO SE PAID IN ADVANCE
got, Interestfro~ 02 ~$
~surance Premium for mo, to
43.. Hazard Insurance Premium for ~ 616
yrs. to
9o6.
lOOO. RE~ERVE~ DF, POSITED WITH LENDER FOR
!o0~. Mortgage Insurance
loo3. City/Town tax
5.2 4/day
68.12
POC NATIONWIDE
tOOt Hazard insurance 4 mo. 0 $ 51 ' 33 'mo. 205.32
mo. 0 $ 'mo.
mo. 0 $ 'mo.
1004. Count,/tax 6 mD. OS 38.25 rinD. 229.50
1005. Assessments mo. 0 $ 'mo.
loos. SCHOOL 2 mD. OS 145.84 ~mo. 291.68
1007. mo. 0 $ Imo.
loo8. AGG. ADJ. mo. e $ mo, - 2 5 5.6 b
1100. TITLE CHARGES
110 l. Settlement or closin.~e to
1102. Abstract or title search to ,
103. Title examination to
~ Title insurance binder to
1105. Document preparation to 24.00
to CASH
~ fees to
(i...~ncludes above items No.:)
11o8. Title Insurance to
(includes above items No.:) 1 0 0 ~ 3 0 0 ~ 8 ~ 1
1109. Lender's coverage $ '
I~1-10, Owner's coverage $
30~000
148r000
LIBERTY LAND SETT.SERV.
LIBERTY LAND SETT.SERV.
$111. END.
I112, INS.CLOS. STEWART TITLE GUARANTY CC
fit3. EXP.MAIL LIBERTY LAND $~:'I'T. SERV.
1200. GOVERNMCN'T RECORDING AND TRANSFER CHARGES
1201. Recording fees: Deeds 30.00 MortgageS 50.50 Uisc,$
12o2. City/county tax/stamps: Deed $ 14 8 0.0 0 Mor!9an~a $
1203, State tax/stamps: Deed $ 1 4 8 0.0 0 Mor!0nn~e $
1204.
.1098.75
150.00
35.00
4.00
15.50
80.50
15.50
1480.00
1480.00
I205.
300. ADDITIONAL SETTLEMENT CHARGES
1301. Pest Inspection to PENN PEST 3 5.0 0
f 302. ID
303. SEW/TRASH EAST PENNSBORO TWP. 87.75
1304. ' 02 SCHOOL ALICIA D. STINE 1750.04
!.~%.~{QMJ~ ~A~, ERA NRT INC 385.00
1400. TOTAL ~i~,. f ~._~ul;Nq' CHARGES (enler on lines 103 and 502. Secti°"s J and K) 6189.75~ 10952.25
Padies agree thai no lisbtitiy is assumed by Seltlemsnt Agent lot the accuracy of inlomlalion furnished by others as shown on Ihs HUD-1 Se lemenl Statemen, L Setllement Agenl hereby e:¢pressly
compenaation for Ils sewkT*ea in this Iran~clion. HUD CERTIFICATION OF BUYERS AND SELLERS
I have care ully reviewed the HUD- 1 Settlement Statement and to the beet or my knowledge and belief, it is a true'and accurale statement of all receipts and disbursements
made on my account by mo in this transaction. I further certify that I have received a copy of the HU[~I SetUem~h~ Stat!i~ment.
Buy .... Bo,~ver's Signalure - ~ : :Ill: rr'.: SNieg:e:ud~:resa & Ph ....
T e HUD-1 Setlicman Statem nl which I have prepared I~ a true and accurale account o! Ihls transeclh3n. I have cau~d or ~1~ cau~ Ihs lunds to be diluted in accordance ~h this ~atemenL
WARNING: I is a cr~ now{ a~ slalemenls to Ihs Untied Slales on this or any s~ilar fo~. Penalties upon con,clan can inclu~ a tine and mpdsonmenl. Fo~ ~tatis ~e
REV-1508 EX + (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Gerald L. Muth 21-2002-0260
Include )roceeds of litigation & date proceeds were received by the estate, lust be disclosed on Sch. F.
ITEM
NO.
1
2
3
4
5
All prop. Jointly-owned with right of survivorship
DESCRIPTION
Guns
See pre-sale estimate by Kenneth E. Fleck, Auctioneer
Jewelry and miscellenous items
Miscellaneous household items
Toys
Miscellaneous furniture
TOTAL (Also enter on line 5, Recapitulation)
VALUE AT
DATE OF DEATH
1,500.00
1,254.50
26,399.50
1,061.50
2,839.00
$ 33,054.50
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 Nelco, Inc,
(If more space is needed, insert additional sheets of the same size)
DATE
RECEIVED BY ~ I t,;UI~I~:)I~,,~I~iMI:,N I t~;Ul~l I I1/~t~, I /41~ilJ ~1: I I I..E, IVlff_.l~l
CONSIGNOR'S NAME
\
SHEET #
OF / TOTAL SHEETS
~ (consignor) hereby comm ss 0n. you to sell the items listed above & on
the attached sheets to the h ghest b dder by public auction. I certify that
I am the owner of the above listed items and have good title and the right
to sell them. I certify that the items listed are free from all incumbrances.
I agree to accept all responsibility for providing good title and for delivery
of title to the purchaser, It is agreed that the consignee is not responsible
for the loss of any item due to fire, theft, damage, etc. I understand that
a _ % commission will be deducted from the gross sales
of my items. "No Bid" items will be disposed of at the discretion of the
Auctioneer/Auction House. Payment will be made to the consignor within
_ days from date of sale.
~ ~\_ ~~. ~ate~
-- ' r Signature
~ Date~
Auctioneer/Auction Staff Signature
SETTLEMENT
EXPENSES: TOTAL CONSIGNOR SALES '"') {~.,-F~ :~/.'~
~ ~ ~,, ~ ~, $ ..
.'
U
TOTAL EXPENSES
CHECKNO. ,' ~ ~ / '
CONSIGNOR'S SETTLEMENT COPY
consignor) hereby commission you to sell the items listed above & on
.~ attached sheets to the highest bidder by public auction. I certify that
m the owner of the above I sted terns and have good title and the r ght
sell them. cert fy that the items listed are free from all incumbrances.
EXPE ES' ' SETTLEMENT
' TOTAL-CONSlGNORSALES
O/o CO 4M SS ON $
~ree to accept a responsibility for providing good title and for delivery
· itle to the purchaser. It is agreed that the consignee is not res on ~
the loss of any item due to f re theft ~ ........ P s'ble
..... ua,,,ay~, e[c. t unoerstand that
:tioneer/Auction House. Payment will be made to the cons' nor within
-- days from dat~le, ~q ~'~
CONSIGNOR'S SETTLEMENT COPY
CONTROL AND SEi I-' MENT I
CONSIGNOR'S NAME... C~.,~ ,._.-, ..':~ ~ , .... · ~,..,~ ~
ADDRESS~ ~.~,~'~/\ ~ ~"3C; ,
PHONE ' ~ I ' ' ' --~
ZIP CODE~,
ILOT #
RECEIVED BY:
DATE
/
:-T # r OF ~ TOTAL SHEETS
the Owner of the ~1~.' ,:u~uu~ .~Dy pumm..auction. I certifythat
,~.G ,,.~.uu ~ems ano nave ~tl
;~ht to sell them ~ ,~+ +~_ ~_ ..... good e and
nd for d.~k, .... · ~.?e_ ._pt~all rest, ~bihty for providing flood
Inee is not ,~..~ .... ,~pu, ase_r, ttm agreed fl~a~ the
· --~.~,~,u,~ ,ur me loss ot an item
dam..a~., etc. I understand that a Y due~.to fire,
~n will be deducted from ~e ~;~-----~-~ .... 70 com-
u,,-~ ~,m~, u~ my ri'ems.
Consignor Signature
:ONSIGNOR'S SETTLEMENT COPY
c~cK No. , NET PAYABLE TO CONSIGNOR
RECEIVED BY:
;oosignor) hereby commission you to sell the items listed above & on
, attached sheets to the highest bidder by public auction. I certify that
'n the owner of the above listed items and have good title and the right $
sell them. I certify that the items listed are free from all incumbrances.
;~ree to accept all responsibility for providing good title and 1or delivery
itle to the purchaser. It is agreed that the consignee is not responsible $
the loss of any item due to fire, theft, damage, etc. I understand that
% commission will be deducted from the gross sales $
~ny items. "No Bid" items will be dispesed of at the discretion of the --
:tioneer/Auction House. Payment will be made to the consignor within~days from date of sale.~"~ Dat e~tt ~--/~'3L
CHECK NO. NET PAYABLE TO CONSIGNOR
~neer/Au'~ion Staff Signature -
CONSIGNOR'S SETTLEMENT COPY
RECEIVED BY:
;ONSIGNOR'S NAME '~ ~
i nor herebv commission you to sell the items listed above & on
I (con~'g, r! - .. ..... ~,~-hest bidder bv public auction. I certify tha!
cnea snee[s to [H~ Ul~It ~ '
the a;za ........ ~-*~d items and have good title and the right
Itoasme11 them. I certify that the items listed are free from alt ncumbrances.
r e to acceet all responsibility for providing good title and for delivery
IO~ltgitl~ to the p~rchaser, it is agreed that the consignee is not responsible
~or the ~oss o! any tern due to fire, theft, damage, etc. I understand that
% commission w be deducted from the gross sales
~f my items. "No Bid" items will be disposed of at the discretion of the
Auctioneer/Auction House. Payment will be made to the consignor within
~ days from date of sal~.,, e~ ~(~_.'
- ,/r '~ ~r~i~4nor Signature
'~~ ~/
Aucfie~eer/Auction Staff Signature -
EXPENSES:
SETTLEMENT
TOTAL CONSIGNOR SALES
. % COMMISSION $
$
$
$
$
TOTAL EXPENSES
c,ECK NO. ~/ ... NET PAYABLE TO CONSIGNOR
CONSIGNOR'S SETTLEMENT COPY
Fleck Auctioneering
Complete auction services
496 Second Street
Highspire, PA 17034
(717) 939-8441
October 17, 2002
To Whom It May Concern:
This letter serves as a pre-sale estimate of value for firearms belonging to the Estate
of Gerald Muth.
There are several handguns and long guns, including rifles and shotguns slated for
sale in November 2002. In my opinion, these guns will achieve a selling price of
approximately $1500.00 in total combined value, based on the current market.
If I can be of further assistance, please contact me at (717) 533-~.~.~.7 or by email at
kenfleck~__aol.com.
Kenneth E. Fleck
Auctioneer
AU 002676-L
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Gerald L. Muth 21-2002-0260
Debts of decedent must be reported on Schedule I.
ITEM
NO. DESCRIPTION AMOUNT
FUNERAL EXPENSES:
Parthemore Funeral Home
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
Attorney Fees Name: Keefer Wood Allen & Rahal, T,T,P
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
See Schedule attached
Total from continuation page(s)
TOTAL (Also enter on line 9, Recapitulation) $
8,650.00
0.00
3,500.00
0.00
159.00
0.00
0.00
14,263.13
26,572.13
7 CPA11 NTF 10911
Copyright Forms Software Only, 1997 Nelco, Inc.
(If more space is needed, insert additional sheets of the same size)
Estate of:
Item
No.
Gerald L. Muth
SCHEDULE H, PART B -- Administrative Costs
Description
Page 2
21-2002-0260
Amount
10
11
12
The Sentinel, legal advertising
Cumberland Law Journal, legal advertising
Expenses associated with sale of real estate:
Commission paid at settlement $8,880
Walak/Waltz &Era Nrt, trans, fee $100.00
Notary fees $4.00
Exp. mail - Liberty Land Settlement Serv. $15.50
City/County tax/stamps $1,480
Sewer/Trash - East Pennsboro Twp. $87.75
Home Wart. Era Ntt Inc. $385
Adjustment for assessment unpaid by seller - $92.96
Total settlement charges $11,045.21
Minus county tax $211.72 and sewer/trash $68.67 paid in advance
by seller
$10,764.82
Estimated commission to Kenneth Fleck, Auctioneer, for sale of
Kenneth Fleck, Auctioneer, 25% ccnTaission associated with sale
of various items
Reserve for additional expenses to settle estate
97.07
75.00
5,382.41
375.00
8,083.65
250.00
TOTAL.(Carzy fozwardtomain schedule) ...... 14,263.13
REV-1512 EX + (1-97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Gerald L. Muth 21-2002-0260
Include unreimbursed medical expenses.
ITEM
NO.
DESCRIPTION
1/2 loan account #5007530289 due Washington Mutual
decedent' s ex-wife, Dolores Greenholt
Total value of loan = $21,098.61
- joint with
1/2 Allfirst Bank Mortgage on 12 Shady Lane, CantD Hill,
with decedent's ex-wife, Dolores R. Muth
Total due $89,231.70
PA joint
TOTAL (Also enter on line 10, Recapitulation) $
AMOUNT
10,549.30
44,615.85
55,165.15
7 CPA12 NTF 10912
Copyright Forms Software Only, 1997 Nelco, Inc.
(If more space is needed, insert additional sheets of the same size)
shington
' ~sst~'n~er Se~it~e - (800). 736:90,90
TDD - For the Hearing trapa~reo -
Mort - Fri 7:00 am - 8:00 pm
Sat 8:00 am - 1:00 pm
www.WaMuHomeLoans.com
Statement Date:
Activity Since:
Loan Number:
L rt Statement
Janu'ary 11, 2002
December 28, 2001
5007530289
GERALD L HUTH 21.292 YE
DOLORES R HUTH
12 SHADY RD
CAHP HILL PA 17011-1723
IMPORTANT TAX RETURN
DOCUMENT ENCLOSED
Property Address:
12 Shady Rd E Pa -
Camp Hill PA 17011
Principal Balance $21,098.61
$0.00
Escrow Balance 11.00000%
Interest Rate
Activity is from December 28, 2001 to January 11, 2002
179.76
Principal 89.78
Interest
Total Amount. Received $288.92
Next Payment Due Date 01/25/02
Current Payment 288.92
22.00
Other Fees $310.92
Total Amount Due
To avoid late charges of $13.48, we must receive your
payment by 01/26/02 during our business hours.
Property Taxes Paid $0.00 $179.76
Insurance Paid $0.00 Principal Paid
Real Estate Taxes Paid $0.00
Insurance Paid $0.00
........................ 908 B Please write your loan number on your check.
- Make check payable to Washington Mutual.
Washington Mutual
Gerald L Muth Dolores R Muth
' LoanNumber I ' [ ~a'~r'y'ment Due u'"~' ' ' T°t'l Am°unt Du' i
Please check here if change of address,
san# or telephone number Is indicated on
the reverse of this form.
Statement Date
danuary 11, 2002
Undesignated additional funds will be applied first
to advances, fees due and then to principal.
NASHZNGTON MUTUAL
P 0 BOX 660139
DALLAS TX 75266-0139
Payment Amount $
PLEASE APPLY ADDITIONAL FUNDS TO:
+ Late Charge
+ Additional Principal
+ Additional Escrow
+ Future Payments
= Total Amount Enclosed
0000000 0000000 0000000 5007530289 0031092 0001348 0028892 7
Mortgage Amortization
Sep 10/2001 to Oct 30/2002
?repared For: Years :
?rincipal: 90000.00 Payment :
/ate: 8.3400 Payment Frequency:
]ompounded: 12 Interest Factor
Payment Total Interest Principal Balance Total Int
)ate Number Payment Payment Payment Loan Per Year Per Diem
20.00
777.04
Monthly
1.006950000
*** Interest Adjustment ***
Jul 17/2001 TO Sep 10/2001 1131.32 1131.32
Oct 10/2001 2 777.04 625.50 151.54 89848.46 1756.82 20.57
Nov 10/2001 3 777.04 624.45 152.59 89695.87 2381.27 20.53
Dec 10/2001 4 777.04 623.39 153.65 89542.22 3004.66 20.50
Dec 31/2001 Sub-Total 3004.66
Jan 10/2002 5 777.04 622.32 154.72 89387.50 622.32 20.46
Feb 10/2002 6 777.04 621.24 155.80 89231.70 1243.56 20.43
Mar 10/2002 7 777.04 620.16 156.88 89074.82 1863.72 20.39
Apr 10/2002 8 777.04 619.07 157.97 88916.85 2482.79 20.36
May 10/2002 9 777.04 617.97 159.07 88757.78 3100.76 20.32
Jun 10/2002 10 777.04 616.87 160.17 88597.61 3717.63 20.29
Jul 10/2002 11 777.04 615.75 161.29 88436.32 4333.38 20.25
Aug 10/2002 12 777.04 614.63 162.41 88273.91 4948.01 20.21
Sep 10/2002 13 777.04 613.50 163.54 88110.37 5561.51 20.17
Oct 10/2002 14 777.04 612.37 164.67 87945.70 6173.88 20.14
Final Payment
Principal Paid to Date
Interest Paid to Date
Total Paid to Date
87945.70
2054.30
9178.54
11232.84
~. & O.E.
{EPORT SELECTIONS
{eport:
{equested by:
{inished:
)ate Range:
lame:
~e:
?rincipal:
~ate:
?ayment:
;er:
Mortgage Amortization
cjr
Tuesday, November 05, 2002 at 10:37:27 AM
Sep 10/2001 to Oct 30/2002
All
All
90000.00
8.34
777.04
5.50.20010413
REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Gerald L. Muth
FILE NUMBER
21-2002-0260
NO.
I1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Trust fboAdamC. Muth
68 Sumac Drive
Hanover, PA 17331
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Son
AMOUNT OR
SHARE OF ESTATE
25,317.22
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17, 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
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
TOTAL OF PART ~ -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
$ 0.00
7 CPA13 NTF 10913
Copyright Forms Software Only, 1997 Nelco, Inc.
(If more space is needed, insert additional sheets of the same size)
ATTORNEYS AT LAW
HA~nlSBURG, PENNSYLVANIA 17110-O950
GERAI,D LEE MUTH
I, GERALD LEE MUTH, of East Pennsboro Township, Cumberland
County, Pennsylvania, do make, publish and declare this to be my Last Will and
Testament, hereby revoking all Wills and Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate
taxes becoming due by reason of my death, whether payable by my estate or by any
recipient of any property, shall be paid by the Executor out of the residue of my
estate, as an expense and cost of administration of my estate. The Executor shall
have no duty or obligation to obtain reimbursement for any such tax so paid, even
though on proceeds of insurance or other property not passing under this Will.
ITEM II: I direct the Executor to pay the expenses
of my last illness and funeral expenses from the residue of my estate as an expense
and cost of administration of my estate.
ITEM III: I give to my son, ADAM CHARLES
MUTH, all of my household furniture and furnishings, books, pictures, jewelry,
silverware, automobiles, wearing apparel and all other articles of household or
personal use or adormnent and all policies of insurance thereon. However, if my son
is under the age of eighteen (18) years at the time of my death, and if the Executor
thinks any property to which he is entitled under this Item is unsuitable for his use,
the property shall be sold and the proceeds shall be added to my residuary estate.
The Executor may deliver any property to which my son is entitled and which is not
Page l ~(~ '~)'~ '~
sold to the person with whom my son resides or who has the care or control of h~rn
(without bond), and the receipt of that person shall be a complete release of the
Executor.
ITEM IV: I give the residue of my estate, not
disposed of in the preceding portions of this Will, to DOLORES R. GREENHOLT, as
Trustee (hereinafter referred to as "Trustee"), IN TRUST, to be administered and
distributed as follows:
(a) The Trustee shall pay to or for the benefit of my son,
ADAM CHARLES MUTH, (the "Beneficiary") in convenient, at least
annual installments, so much of the net income as the Trustee deems
appropriate for the Beneficiary's Support, maintenance, education and
Income not distributed shall be accumulated and added to
medical care.
principal.
(b) The Trustee shall also pay to the Beneficiary so much of
the principal as the Trustee, in the discretion of the Trustee, considers
necessary for the proper support, maintenance, education and medical
care of the Beneficiary.
(c) Upon the attainment of the age of twenty-five (25) years by
the Beneficiary, the Trustee shall pay to the Beneficiary one-half (1/2)
of the principal of the Trust. Upon the attainment of the age of thirty
(30) years by the Beneficiary the Trust shall terminate and the Trustee
shall pay to the Beneficiary the remaining assets of the Trust.
Page 2
(d) Should the Beneficiary die during the continued existence
of his Trust, the Trustee shall hold the principal for the benefit of the
issue of the Beneficiary, as provided in paragraph (e) of this Item.
Should the Beneficiary die before final distribution and not be survived
by issue, the provisions of paragraph (f)of this Item shall apply.
(e) The Trustee shall divide each share set apart for the issue
of my son into separate per stirpital shares for each issue (each the
"Beneficiary" of his or her Trust), to be held as separate trusts. The
Trustee shall administer each share as a separate Trust, as follows:
(i) Trustee shall pay to or for the benefit of the
Beneficiary so much of the net income, in convenient, at
least annual installments, as is necessary, in the sole
discretion of the Trustee, for the proper suppo~.~:
maintenance, medical care and education of the
Beneficiary. Income not distributed shall be~ accumulated
and added to principal.
(ii) The Trustee shall also pay to or for the
benefit of the Beneficiary so much of the principal as the
Trustee, in the discretion of the Trustee, considers
necessary to maintain the beneficiary in the proper station
in life, including proper support, maintenance, medical
care and college or higher education.
Page 3
(iii) Upon the attainment of the age of twenty-five
(25) years by the Beneficiary, the Trust shall terminate
Page 4
and the Trustee shall pay to the Beneficiary the remaining
assets of the Trust.
(iv) Should the Beneficiary die before final
distribution of the assets of his or her Trust, the Trust
shall terminate and the Trustee shall pay the assets of the
Trust to the then living issue of the Beneficiary, per
stirpes. However, if any issue has not attained the age of
twenty-one (21) years at the time of distribution, the
Trustee shall continue to hold the share for that issue as
Custodian under the Pennsylvania Uniform Transfers to
Minors Act for the benefit of that issue.
(v) If at any time before final distribution of the
assets of any of the Trusts administered under:this
paragraph, there are no living beneficiaries of the Trust,
the Trust shall terminate, and its assets shall be added to
the other then existing Trust(s) created under this Will for
the benefit of the other issue my deceased son, in the same
proportion by which the Trusts were originally funded.
However, if any Trust has terminated by payment of its
principal to its beneficiaries, the beneficiaries who received
the principal of that Trust shall collectively be considered
an "existing Trust" for the purpose of this paragraph, and
the share which would have been added to that Trust shall
be paid directly to the beneficiaries who received the assets
in the same proportion by which they received the assets of
the Trust. If any beneficiary is deceased, the share of that
beneficiary shall be paid to the then living issue of that
beneficiary, per stirpes~ If that beneficiary has no living
issue, the principal shall be paid to my then living issue,
per stirpes.
(f) In the event I am not survived by my son, ADAM
CHARLES MUTH, or any issue, or in the event there are no issue of
mine surviving upon the termination of any Trust, the principal shall be
paid to DOLORES R. GREENHOLT.
ITEM V: No part of the income or principal of any
Trust created by this Will shall be subject to attachment, levy or seizure by any
creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary prior
to his or her actual receipt of income or principal distributed. The Trustee shall pay
the net income and the principal to the beneficiaries specified by me, as their
interests may appear, without regard to any attempted antici~Pation, pledging or
assignment, and without regard to any claim or attempted levy, attachment, seizure
or other process against the beneficiary.
ITEM VI: The Executor and the Trustee shall each
possess the following powers, each of which may be exercised without court approval
and in a fiduciary capacity only:
(a) To retain any investments I have at my death, including
specifically those consisting of stock of any bank even if I have named
that bank as the Executor or Trustee.
Page 5
(b) To vary investments, and to invest in bonds, stocks, notes,
real estate mortgages or other securities or in other property, real or
personal, without being restricted to so-called "legal investments", and
without being limited by any statute or rule of law regarding
investments by fiduciaries.
(c) In order to divide the principal of a Trust or for any other
purpose, including final distributions, the Executor and Trustee are
authorized to divide and distribute personal property and real property,
partly or wholly in kind, and to allocate specific assets among
beneficiaries and Trusts so long as the total market value of each share
is not affected by the division, distribution or allocation in kind. The
Executor and Trustee are each authorized to make, join in and
consummate partitions of lands, voluntarily or involuntarily, including
giving of mutual deeds, or other obligations, with as wide powers as an
individual owner in fee simple. ~J'-
(d) To sell either at public or private sale real and personal
property severally or in conjunction with other persons, and to
consummate sale(s) by deed(s) or other instrument(s) to the
purchaser(s), conveying a fee simple title. No purchaser shall be
obligated to see to the application of the purchase money or to make
inquiry into the validity of any sale(s). The Executor and Trustee are
authorized to execute, acknowledge and deliver deeds, assignments,
options or other writings as necessary or convenient to any of the power
conferred upon the Executor and Trustee.
Page 6
(e)
To mortgage real estate, and to make leases of real estate.
(f) To borrow money from any person, including the Executor
or Trustee, to pay indebtedness of mine or of my estate, expenses of
administration or inheritance, legacy, estate and other taxes, and to
assign and pledge assets of my estate or any Trust established by this
Will.
(g) To pay all costs, taxes, expenses and charges in connection
with the administration of my estate or any Trust established under this
(h) To make distributions of income and of principal to the
proper beneficiaries, during the administration of my estate, with or
without court order, in such manner and in such amounts as the
Executor deems prudent and appropriate.
(i) To vote shares of stock which form a part of my estate or
any Trust established under this Wi[l, and to exercise all the powers
incident to the ownership of stock. -":
(j) To unite with other owners of property similar to property
in my estate to carry out plans for the reorganization of any company
whose securities form a part of my estate.
(k) To disclaira any interest in property which would devolve
to me or my estate by whatever means, including but not limited to the
following means: as beneficiary under a will, as an appointee under the
exercise of a power of appointment, as a person entitled to take by
Page 7
intestacy, as a donee of an inter vivos transfer, and as a donee under a
third-party beneficiary contract.
(1) To prepare, execute and file tax returns of any type
required by applicable law, and to make all tax elections authorized by
law.
(m) To employ custodians of property, investment or business
advisors, accountants and attorneys as the Executor or Trustee deems
appropriate, and to compensate these persons from assets of my estate
or trust, without affecting the compensation to which the Executor and
Trustee are entitled.
(n) To divide any Trust created in this Will into two or more
separate Trusts so that inclusion ratio for purposes of the generation-
skipping transfer tax shall be either zero or one, in order that an
election under Section 2652(a)(3) of the Internal Revenue Code may be
made with respect to one of the separate Trusts, or for any other reason.
(o) To allocate administrative expenses to income or to
principal, as the Executor or Trustee deems appropriate. However, no
allocation to income shall be made if the effect of the allocation is to
cause a reduction in the amount of any estate tax marital deduction or
estate tax charitable deduction.
(p) To do all other acts in their judgment necessary or
desirable for the proper and advantageous management, investment and
distribution of the estate and Trusts established under this Will.
Page 8
ITEM VII: The Trustee is authorized to distribute
principal and/or income in any one or more of the following ways if the Trustee, in
the sole discretion of the Trustee, considers the beneficiary unable to apply
distributions to the beneficiary's own best interests, or ff the beneficiary is under a
legal disability:
(a) Directly to the beneficiary;
(b) To the Trustee, or to another person selected by the
Trustee, as custodian under the Pennsylvania Uniform Transfers to
Minors Act as to a beneficiary under the age of twenty-one (21) years;
(c) To a relative of the beneficiary, to be expended by that
relative for the benefit of the beneficiary; or
(d)
beneficiary.
By directly applying distributions for the-benefit of the
ITEM VIII:
each income beneficiary who has attained the age of eighteen (18) years, and the
Guardian of the person of any income beneficiary who has not attained the age of
eighteen (18) years, statements showing transactions each Trust established for the
benefit of that beneficiary. The beneficiary, or the Guardian of the person of such
beneficiary, may waive this right to receive an annual accounting. The Trustee may,
at any time, settle any account, or questions concerning the administration of any
Trust established under this Will, by agreement with the then current income
beneficiaries of the Trust, ff legally competent, or ff not legally competent, with the
Guardian of the person of the beneficiary, the legally competent spouse of the
The Trustee, on an annual basis, shall provide
beneficiary, or the oldest legally competent relative of the beneficiary who would take
a portion of the estate of the beneficiary were the beneficiary to die at that time
intestate under the laws of the Commonwealth of Pennsylvania. Any settlement
made in accordance with this Item shall bind all persons who have an interest in the
Trust, and shall constitute a release and discharge of the Trustee with respect to
transactions specified in the settlement.
ITEM IX: In the absence of actual knowledge of a
breach of trust, or information concerning possible breach of trust that would cause a
reasonable person to inquire, a successor Trustee is under no duty to examine the
accounts and records of a predecessor Trustee, or to inquire into the acts or omissions
of the predecessor, and is not liable for any failure to seek redress for any act or
omission of the predecessor. The successor Trustee shall have responsibility only for
property which is actually delivered to him or her by the predecessor and shall have
all of the powers conferred upon a Trustee hereunder.
ITEM X: Any person who has died within thirty (30)
days of my death, or under such circumstances that the order of our deaths cannot be
established by proof, shall be deemed to have predeceased me.
ITEM XI:
I make the following provisions with respect
to Executors and Trustees:
(a) I appoint DOLORES R. GREENHOLT to be the Executor
and Trustee.
(b) In the event that DOLORES R. GREENHOLT is unable or
refuses to serve as Executor or Trustee, she shall have the power to
Page 10
appoint her successor. Each person serving as a successor Executor or
Trustee shall have the power to appoint his or her successor.
(c) The appointment of a successor Executor or Trustee shall
be in writing and shall be fried with the court in the jurisdiction which is
the situs of the Trust. The written instrument shall be signed by the
person having the power to make the appointment.
(d) The Executor and Trustee shall have the right to receive
reasonable compensation for services rendered.
(e) The Executor and Trustee shall not be liable or
accountable for any loss that may result from the good faith exercise of
the authority granted in this Will.
(fl The Executor and Trustee are specificall~Telieved from the
duty of filing bond or entering security.
IN WITNESS WHEREOF, I have set my hand and seal to this, my Last
Will and Testament, consisting of this and the preceding ten (10) pages, at the end of.
each page of which I have also set my initials for greater security and better
identification this / ~ day of~J~, 2001.
(SEAL)
~i~D ~LE E~iV[0TH lv ~
We, the undersigned, hereby certify that the foregoing Will was signed,
sealed, published and declared by the above-named Testator as and for his Last Will
and Testament, in the presence of us, who, at his request and in his presence and in
the presence of each other, have hereunto set our hands and seals the day and year
first above written, and we certify that at the time of the execution thereof, the said
Testator was of sound and disposing mind and memory.
(SEAL)
ACKNOVv-I,EI) GMENT
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF 0~:\~x ~H ~'~] )
I, GERALD LEE MUTH, Testator, whose name is signed to the"
attached or foregoing instr~,ment, having been duly qu_~lified according to law, do
hereby acknowledge that I signed and executed the instrument as my Last Will and
Test_sment; that I signed it willingly; and that I signed it as my free and voluntary act
for the purposes therein expressed.
Sworn to and subscribed before
me ,this ~ in day of
J~ ~.r~r~" ,2001.
Notary Public
My Commission Expires:
(SEAL)
Notariat Seal ~
Melisa M. Lucas Notary Public l
Harrisburg, DaUphin County J
My commission Expires Oct. 13, 20.03.~
Member, ~ennsy ........
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF )
~fS~ Z t~r-~2~, ', the Witnes~elwhose names are signed to the attached
or foregoing instrument, being duly qu~ified accor~g go law, do depose ~d say ~ha~
we Were present ~d saw Testator, GE~D LEE MUTH, si~ ~d execute the
~st~ment ~ Ms L~ W~I ~d Tes~ment; that Testator si~ed ~gly ~d ~hat
he executed s~d Wi~ as ~s free ~d volun~ ac~ for the pu~oses gherein e~ressed;
that each of us ~ the he~ing ~d sight of the Testator si~ed ~he Will as Wimesses;
~d that ~o ~he best of our ~owledge ~he Testator was at that ~ime eighteen (18) or
more ye~s of age, of sold m~d ~d under no constr~nt or ~due ~fluence.
~~-witne~' ' W~ess -
Sworn to and subscribed before
,n~ethis / ~day of
~,, ~,r~ ,2001.
........
Notary Public
My Commission Expires:
(SEAL)
:248839 _1
i Notarial Seal
Melisa M. Lucas Notary Public
Harrisburg, Dauphin County
[ My Commission Expires Oct. 13, 2003
Notaries
BUREAU OF ZNDZVTDUAL TAXES
TNHERTTANCE TAX DTVTSZON
DEPT. 280601
HARRZSBURG, PA 17128-0601
ELYSE E ROGERS ESQ
KEEFER ETAL
q15 FALLONFTELD.RD $0
CAMP HTLL . ~ PA 17011
COMHONgEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOT/CE OF INHERZTANCE TAX
APPRAXSEMENT~ ALLONANCE OR DISALLO#ANCE
OF DEDUCTZONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
F/LE NUMBER
COUNTY
ACM
12-Z$-2002
MUTH GERALD
OZ-IO-ZOOZ
21 02-0260
CUMBERLAND
101
fAmount Remitted
MAKE CHECK PAYABLE AND REMZT pAYMENT TO:
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
12-25-2002
u. ....... . .......................... [~ANCE TAX Rrraa~a~-,~N ·
...................... - 2) NOTZCE OF INHER! SESSMENT OF TAX
REV-15&? EX AFP (01 0 DZSALLONANCE OF DEDUCTZONS AND AS DATE
ESTATE OF MUTH GERALD L FZLE NO. 21 02-0260 ACN 101
TAX RETURN #AS: (X) ACCEPTED AS FZLED ( ) CHANGED
7q,O00.O0
.00
.00
.00
55~05q.50.
.00
.00
NOTE: To /nsure proper
credit to your account,
submit the upper port/on
of th/s form with your
tax payment.
107,05q.50
8! .7~7.28
25,517 .ZZ
RESERVATZON CONCERNING FUTURE INTEREST ' SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (2)
2. Stocks and Bends (Schedule B)
$. CXoseXy Held Stock/Partnersh/p Xnterest {Schedule C)
q. Mortgages/Notes Rece/veble (Schedule D)
5. Cash/Bank Depos/ts/M/sc. Personal property (Schedule E)
6. JointXy Owned Property (ScheduXe F) (6)
{7)
7. Transfers (Schedule G)
8. Tote1 Assets
APPROVED DEDUCTXONS AND EXEMPTIONS:
9. FuneraX Expensms/Adm. Costs/M/sc. Expenses (Schedule H) (9).
10. Debts/Mortgage L/abilities/Liens (Schedule I) (10)
11. Tote1 Deductions
(8)
26,572.15
55~165.15_
(11}
(12)
12.
15.
lq.
NOTE:
ASSESSMENT OF TAX: 15. Amount of L/ne lq at Spousal rata
16. Amoun~ of L/ne lq taxable at L/noel/Class A rate
17. Amount of L/ne lq at S/bling rata
18. Amount of Line lq taxable at Collateral/Class B rata
19. Pr/nc/pal Tax Due
] DATE _ NUHBER
o5~2oo2 ~
11-08-Z002 CDO018Z9
.00
Nat Value of Tax Return
Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13)
(1~) 25,517.22
Nat Value of Estate Subject to Tax
]:f an assessment was issued previously, lines lq, 15 end/or :16, 17, 18 and 19
re~lect ~igures that include the total o~ AL__~L returns assessed to date.
.00
· O0 x O0 _=
(1.6)
(16) 25,317.22 x Oq5: 1,159.2~
· 00 x 12 = .Ou
(17) .Ou x 15 = .00.
(18) I 159
(19)= , ·
.00
.00
XF PAID AFTER DATE XNDXCATED, SEE REVERSE
FOR CALCULATION OF ADDXTXONAL XNTEREST.
XNTEREST/PEN PAXD (-)
.00
TOTAL DUE I
( XF TOTAL DUE 1S LESS THAN $1, NO PAYMENT XS REQUXRED.
ZF TOTAL DUE XS REFLECTED AS A -CREDXT' (CR}, YOU MAY BE DUE
A REFUND. SEE REVERSE SXDE OF THZS FORM FOR XNSTRUCTXONS.)
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Gerald L. Muth
Date of Death: February 10, 2002
Will No. Admin. No. 21-02-0260
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned
estate.
1. State whether administration of the estate is complete:
Yes X _ No
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No X
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account informally to the
parties in interest? Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: I
Elyse E. Rogers, Esquire
Name (Please type or print)
415 Fallowfield Road, Suite 301_
Address
Camp Hill, PA 17011
(717) 612-5801
Telephone
Capacity: ~ Personal Representative ~X Counsel for Personal Representative
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEHENT OF ACCOUNT
REV-l&97 EX ~FP (01-03)
JAY A GALLONAY
5288 CARLISLE RD
GARDHERS PA 173Z~
DATE 0S-10-Z005
ESTATE OF GALLOWAY
DATE OF DEATH OZ-Og-ZO02
FILE NUMBER 21 OZ-OZ06
COUNTY CUMBERLAND
ACN OZOO566Z
NILLIAM
E
Amount Rem'itted
MAKE CHECK PAYABLE AND REM/T PAYMEMT TO:
REGISTER OF HILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
~u- .b~- __ == ........................ ~TANCE TAX ~/~r,
~-~:~-~'~--~"tul-03) x~ ZNHER
ESTATE OF GALLONAY NILLIAM E FILE N0.21 02-0205 ACN 02005552 DATE 05-10-2005
THIS STATENENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHEB ESTATE, SHO#N BELO~
ZS A SUHNARY OF THE PR/NC/PAL TAX DUE, APPLICATION OF ALL pAYHENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE,
APROJECTED INTEREST F~GURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-10-Z005
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
-~-~-~MEN~ RECEIPT
DATE NUMBER
1Z-19-ZOOZ CD001971
02-15-2005 CDOOZt68
DISCOUNT (+) AMOUNT PAID
iNTEREST/PEN PAID ------------
.00 $82.9Z
2.51- 2.51
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AMD PEN.
TOTAL DUE
ZF PA/D AFTER THIS DATE, SEE REVERSE
S/DE FOR CALCULATION OF ADDZTIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYNENT 1S REgUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDZT' (CR),
YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORN FOR /NSTRUCTZONS. )
552.
$8Z.9Z
.00
.00
.00