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02-03-10 (2)
15056051058 ~, R "" ~" 1 ~ Q O EX (06-05) OFFICIAL. USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po sox 2sosol 21 09 045 (~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 195-07-1790 05/03/2009 10/04/1917 Decedent's Last Name Suffix Decedent s First Name Ml SWIGERT RUTH E (If Applicable) Enter Surviving Spouse's Infamatfon Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Retum Ml THIS RETURN MUST BE FILED IN DUPLICATE VItITH THE REGISTER OF WILLS 2. Supplemental Retum 3. Remainder Retum (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Retum Required death after 12-12-82) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Wip) (Attach Copy of Trust) 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST SE COMPLETED. ALL CORRESPONQENCE AND CONFIBENTIAL TAX INFORMATION SHOUTA BE DUtECTED T0: Name Daytime Telephone Number L. Rex Bickley, Esquire (717) 234-0577 ~ Firm Name (If Applicable) REGIST~$~ WILLS t.1~ONLY.~".;^ ~~!-~ rY' i ' ' ~ , ~~; ~ ~ 3 ~ >`7 r n C7 C C ~ ~ First line of address ~ I '"I..:: f-...'. t 114 South Street ~~ ~ ~ TM-' _~ r '" ~ Second line of address . ~ r ~ ~ Y ~ i `. •~ ~. ~.. ~ ^ATF FILEb ~ ~ ~ City or Post Office Harrisburg State ZIP Code PA 17101 Correspondent's e-mail address: dapplerun~aOl.COm Under penalties of perjury, l declare that I have examined this realm, including accompanying schedules and statements, and to the best of my knowledge anal belief, it is true, correct and complete. Declaration of prepan3r other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESP~ gNSIBL6 FOR FILING RETURN Caro 1 e R . Kaiser DAT enuc, New Cumberland, PA 17070-1318 Linda Phelabaum DATE /At~ohESS" 626 Park Afienuc, New Cumberland, PA 17070 / PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 J 15056052059 REV 1500 EX Decedent's Social Security Number RUTH E SWiGERT 195-07-1790 Decedent's Name: RECAPITULATION 1. Real estate (Schedule A) ............................................. 1. 173,609.92 2. Stocks and Bonds (Schedule B) ....................................... 2. 7,343.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. • • - 3. 0.00 4. Mortgages 8~ Notes Receivable (Sd~edWe D) ............................. 4. 0.00 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ........ 5. 1, 792.00 6. Jointly Ovmed Property (Schedule F) Separate Billing Requested ....... 6. 11,717.26 7. Inter-Vvas Transfers $ Miscellaneous Non-Probate Property 00 0 (Schedule G) Separate Billing Requested........ 7. . 8. Total Gross Assets (total lanes 1-7) .................................... 8. 194,462.18 9. Funeral Expenses >3<Administrative Costs (Schedule H) ..................... 9. 10,018.13 10. Debts of Decedent, Mortgage Liabil'fies, 8 Liens (Schedule 1) ................ 10. 8,262.89 11. Total Deductions {total Lines 9 8~ 10) ................................... 11. 18,281.02 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 176,181.16 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 8,809.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 167,372.16 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 .0_ 15. 16. Amount of lane 14 taxable at lineal rate X .0 45 167, 372.16 1 g. 7, 531.75 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at cdlateral rate X .15 18. 19. TAX DUE ......................................................... 19. 7,531.75 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 L 15056052059 REV 1300 EX Page 3 DQ~~dent's Cemelete Address: File Number 21 09 045 t~DE S NAt~ DECEDENTS SOCIAL SECURITY t~JNBER RUTH E SWIGERT 195-07-1790 STREETADDRESs 401 16th Street CRY New Cumberland STATE PA DP 17070 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 7,531.75 2. Credrts/Payments 0.00 A. Spousal Poverty Credit B. Prior Payments 0.00 C. Discount 0.00 Total Credits (A + B + C) (2) 0.00 3. InteresVPenalty if applicable 0.00 D. Interest E. Penalty 0.00 Total InteresUPenafty (D + E) (3) 0.00 4. ff Line 2 is greater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT. Flit in ovM on Page 2, Ltiw 20 to request a r+efimd. (4) 0.00 5. ff Line 1 + line 3 is greater than tsne 2, enter the difference. This is the TAX DUE. (5) 7,531.75 A. Enter ifs interest on the tax due. (5A) 0.00 B. Enter the tea! of Une 5 + 5A. This is the BALANCE DUE. (5B) 7:531.75 Make check Payable to: REGISTER OrF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did dot make a transfer and: Yes No a. retain tl~e use or income of the property tr~errrad :......................................................................................... ^ Q b. retain the right ro desi~iate who shad use t>,e property transferned or itt, inoorie :............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. r~eoeive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. ff death oocumed after December' 12,1!x81, did decedent barisfer properly witl>iri one year of death without rec~enririg adequate consideration? .............................................................................................................. ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or ter oath? .............. ^ 4. Did decedent awn an Individual Retirement Account, annuity, or other non-probate property which contains a danefii 'wary designation? ........................................................................................................................ ^ IF THE ANSYMEIt TO ANY ~ THE A80VE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AHD FILE R AS PART OF THE RETURN. For dates of death on or aiteer July 1,1994 and before Januarty 1,1995, the tax rate imposed on the net value of transfers th 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 o< after January 1, 1995, the tax rate imposed on the net value of transfers th or for the use of the surviving spouse is zero (0) percent [72 P.S. §9118 (a) (1.1) (ii)]. The statute does not exerrmt a transfier to a surviving spouse from tax, and the statutory rec~ir~ements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only benefiaary. For dates of death on or after July 1, 2000: The tax rath imposed on the net value of transfers from a cti~eased child twenty-one years of age ar younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [T2 P.S. §9116(aK1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent s lineal beneficiaries is fax and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a~1)]. The tax rate irr>posed on the net value of transfers b or t+or the use of the decedent's siblings ~ twelve (12) percent [72 P.S. §9116(aK1.3)]. A sibling iss defined, urxthr n__i~_._ n~nn _- ---'-_s~-~s__...s__.__, _,.___i ---- --___--•=__ -_.______-_..~n_ L__ J___J___l ..L _1L__L.,L.__J __ _J___a!_-_ RC`v'~ 1502 EX+ (11-U8) ~ pennsylvan~a SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN ESTATE OF FILE NUMBER Ruth S. Swigert 21-2009-45 All real property owned solely or as a tenant in common must be reported at fair marluet value. Fair market value {s 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 reasonab{e know{edge of the relevant facts. Real nrenertv that is iointlV-owned with right of survivorship must be disclosed on Schedule F. • T~,M~,NrpFy xC ff ; oy ~1 Qa`` QRN Ua JE44 Q T..nn of I non OMB Approval No. 2502-0265 A. Settlement Statement (HUD-1) 1. QX FHA 2. [] RHS 3. [~ Conv. Unins. 4. [] VA 5. ~ Conv. Ins. 6. File Number. 10-021 7. Loan Number: 153200911160000 8. Mortgage Insurance Case Number: 4419705038 C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlerr-ent agent are shown. Items marked "(p.o.c.)"were paid outside the closing; they are shown here for informationalpurpows and are not included in the totals. D. Name and Address of Borrower: Benjamin Goldsborough Kara E. Goldsborough 401 16th Street New Cumberland, PA 17070 E. Name and Address of Seller: Estate of Ruth S. Swigert F. Name and Address of Lender: Precision Funding Group, LLC 515 Grove Street, Ste. 3B Haddon Heights, NJ 08035 G. Property Location: 401 16th Street New Cumberland, PA 17070 Cumberland County, Pennsylvania H. Settlement Agent: 68-0510988 Community Land Transfer, LLC 2331 Market Street Camp Hill, PA 17011 Ph. (71'T}909-6949 I. Settlement Date: January 29, 2010 Place of Settlement: 2331 Market Street Camp Hill, PA 17011 J. Summary of borrower's transaction K. Summary of Seller's transaction 100. Gross Amount Due from Borrower: 400. Gross Amount Due to Seller: 101. Contract sales rice 195,000.00 401. Contract sales rice 195,000.00 102. Personal ro ert 402. Personal ro ert 103. Settlement Char es to Borrower Line 1400 11,385.98 403. 104. 404. 105. 405. Ad'ustments for items aid b Seller in advance Ad'ustments for items aid b Seller in advance 106. Cit lYown Taxes to 406. Cit /Town Taxes to 107. Count Taxes to 407. Count Taxes to 108. Assessments 01/30/10 to 07/01/10 748.50 408. Assessments 01/30/10 to 07/01/10 748.50 109. 409. 110. Trash 01/30/10 to 04/01/10 28.87 410. Trash 01/30/10 to 04/01/10 28.87 111. 411. '~ 112. 412. 120. Gross Amount Due from Borrower 207,163.35 420. Gross Amount Due to Seller 195,777.37 200. Amounts Paid b or in Behalf of Borrower 500. Reductions in Amaunt Due Seller: 201. De osit or earnest move 1,000.00 501. Excess de osit see instructions 202. Princi al amount of new loans 191 468.00 502. Settlement char es to Seller Line 1400 24,979.93 203. Existin loans taken sub'ect to 503. Existin loans taken sub'ect to 204. 504. Payoff First Mortgage 205. 505. Pa off Second Mort a e 206. 506. De .retained $1,000.00 1,000.00 207. 507. - 208. 508. 209. Seller Assist 6,600.00 509. Seller Assist 8,600.00 Ad'ustments for items un aid b Seller Ad'ustments for items un aid b Seller 210. Cit /Town Taxes to 510. Cit (Town Taxes to 211. Count Taxes 01/01/10 to 01/30/10 72.90 511. Count Taxes 01/01!10 to 01/30/10 72.90 212. Assessments to 512. Assessments to 213. Sewer 01/01/10 to 01/30/10 19.00 513. Sewer 01/01/10 to 01/30/10 19.00 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. Total Paid b Ifor Borrower 201,159.90 520. Total Reduction Amount Due Seller 34,671.83 300. Cash at Settlement from/to Borrower 600. Cash at settlement to/from Seller 301. Gross amount due from Borrower line 120 207,163.35 601. Gross amount due to Seller line 420 195 777 37 302. Less amount paid b /for Borrower (line 220} ( 201,159.90} 602. Less reductions due Seller (line 520} , . ( 34 671.83 303. Cash ~ From ~ To Borrower 6,003.45 603. Cash X~ To a From Sellec , 161,105.54 L. Set{!ement Charges 700. Totat Real Estate Broker Fees $11,409.00 Paid From Paid From r Division of commission (line 700) as follows: so«oWers selle s 701. 5 842.00 to Howard Hanna Real Estate Funds at Funds a1 702. 5 567.00 to THE HOMESTEAD GROUP INC. Settlement Settlement 703. Commission aid at settlement " 10 409.00 POC 704. De osit Ret'd B Listin A ent to Howard Hanna Real Estate $1000.00 705. Buyers Commission to The Homestead Group, Inc. 400.00 800. Items Pa able in Connection with Loan ~ 801. Our on ination char a Includes Ori ination Point % or $ 1,702.00 $ 1,690.00 from GFE #1 ~ ' 802. Your credit or charge (points) for the specific interest rate chosen $ (from GFE #2) 803. Your adjusted origination charges to Precision Funding Group, LLC from GFE #A _ 1,690.00 804. A raisal fee to ACT from GFE #3 POC:495A0 805. Credit Re ort to UCS from GFE #3 49.44 806. Tax service to (from GFE #3) ~ 807. Flood certification to UCS (from GFE #3) 10.00 " " ";' '' ' 808. (from GFE #3) ' 809 (from GFE #3) 810. (from GFE #3) 811. (from GFE #3) 900. Items Re uired b lender to Be Paid in Advance 901. Daily interest charges from 01/29/10 to 02/01/10 @ $ 26.228500/day (from GFE #10) 78.69 902. Mort a e insurance remium for months to Precision Fundin Grou LLC from GFE #3 3 293.06 ' 903. Homeowner's insurance for 1.0 ears to Erie Ins. from GFE #11 509.00 904 from GFE #11 '` " 905 (from GFE #11) 1000. Reserves De osited with Lender 1001. Initial de osit for our escrow account from GFE #9 1 604.04 - 1002. Homeowner's insurance 2.000 months @ $ 42.42 per month $ 84.84 ~~ 1003. Mort a e insurance months $ 85.67 er month $ 1004. Property taxes $ County Taxes months @ $ per month Assessments months $ er month `` ~~ ' t' 1005. months @ $ per month $ '`'~~~ 1006. CountyfTownship 11.000 months @ $ 74.93 per month $ 824.23 ; 1007. School 5.000 months @ $ 146.79 per month $ 733.95 :a .- 1008. $ 1009. Aggregate Adjustment $ -38.98 ,~~°" 1100. Title Char es 1101. Title services and lender's title insurance (from GFE #4) 310.00 5.00 1102. Settlement or closin fee $ 1103. Owner's title insurance to First American (from GFE #5 1,333.75 1104. Lender's title insurance to First American $ ' ` ' ~' 1105. Lender's title olio limit $ 191,468.00 _ ` ~ ~~' ' ~ ~ ~ ~"~ 1106. Owner's title otic limit $ 195 000.00 ~~ ~~~~~~~t~ ~'~ ~ ~ ° ~~ 1107. A ent's ortion of the total title insurance remium to Communit Land Transfer LLC $ 1,173.70 End: $0.00 E`"=~. ~ f~'° ~,'~ ~~ - 1108. Underwriter's portion of the total title insurance premium to First American $ 160.05 End: $0.00 ~. a •F ~,;~ „'~ ,`. ' " 1109. 1110. 1111. 1112. 1113. 1200. Government Recording and Transfer Charges 1201. Government recordin char es to Recorder's Office from GFE #7 158 00 ~.A°`~ 1202. Deed $ 66.50 Mortgage $ 91.50 Releases $ Other $ 1203. Transfer taxes to Recorder's Office (from GFE #8) 1,950 00 1204. Cily/County tax/stamps $ $ _ 1,950.00 1205. State tax/stamps $ $ ~ ~~' ~~} `"` 1206. Transfer Taxes $ $ °` " 1207. 1300. Additional Settlement Char es 1301. Re uired services that ou can sho for from GFE #6 ~ ~' 1302. 1303. SewerlTrash to New Cumberland Borou h 101.55 1304. Tax Cert. to David Weaver 10.00 1305. Inheritance Tax Escrow to Rea er 8 Adler, PC 12,504.38 1400. Total Settlement Char es eater on lines 103, Section J and 502, Section K 11 385.98 24,979.93 Comm pity d Transfer, LLC, Settlement Agent REV-1503 EX+ (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Ruth S. Swigert 21-2009-45 All property jointty-owned with right of survivorship must be disclosed on Schedule F. REV-1506 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Ruthe S. Swigert 21-2009-45 Include the pnoc~eds of litigation and the date the proceeds were received by the estate. Ali pro(>~ety jointly-owned with right of survivorship must be discbsed on Schedule F. REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEp11LE F JOINTLY OWNED PROPERTY --- ESTATE OF FILE NUN~ER RUTH S. SWIGERT 21-2009-45 __ ff an asset was made joint wkhin one year of the deceldent's dabs of death, k must be reported on Scladule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Carol Kaiser 12 Wayne Avenue Daughter New Cumberland, PA 17070 B. Linda Phelabaum 626 Park Avenue paughter New Cumberland, PA 17070 C. JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTIMION AND BANKACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST ~ • A• PNC Checking Account (See attached notices) 5,186.48 1/3 864.43 5,186.48 1/3 846.43 2. Fulton Savings (See attadlled notices) 15,006.58 1/3 2,501.15 15,006.58 1.3 2,501.15 3' Wacrovia Savings (~ ~ ) 5,002.23 1/3 833.72 5,002.23 1 /3 833.72 4. Citizens B~tk CD's (Did not n3oeive notices) 10,010.00 1/3 3,336.66 TOTAL (Also enter on line 6. Recanitulationl I S 11,717.26 PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D Po aox Zao6o1 TAXPAYER RESPONSE HARRISBURG PA 17128-0601 REY-1543 EX AFP (OB-08J CARDLE R KAISER 401 16TH ST NEW CUMBERLAND PA 17070-1318 EST. OF RUTH S SWIGERT SSN 195-07-1790 DATE OF DEATH 05-03-2009 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT FIOUSE CARLISLE, PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. PNC BANK NA provided the Department with the information below, which has beEfn used in calculating the potential tax due. Records indicate that at the death of the above named decedent, you were a point ownerfbenefieiarv ofi this account If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copv to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Per,nsyivania. Plaosa .:311 t71i) 78i-8:.27 with 4uestluns. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 000005140063508 Date 01-01-1978 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance ~ ~ 186 ~ 4~ payment to the Register of Wills. Make check payable to Register of Wills, Agent , Percent Taxable X 16.667 8 6 4 4 3 NOTE: If tax payments are made within three Amount Subject to TaX ~` months of the decedent's date of death. Tax Rate ~( 15 deduct a 5 percent discount on the tax due. 1 2 9.6 6 Any Inheritance Tax due will become delinquent Potential Tax Dus $ nine months after the date of death. PART yw(`~( ~^ty~~c TAXPAYER RESPONSE ~a,~1r~L `^i .~1k f ~,`'' ~ T `Y I.> ,*d V ~ Ft q ~C`i. ~ A Y - yJ i~ N F" 4 fF q ~ S' • ~1..~j ., o. ..,...,. f1. xx4 .3 ~ t. ,, ,> .;i,..s W?'~`<ar 3 c r i r~' ~, ,~ A. (~ The above information and tax dua is correct. L.J Remit payment to the Register of Wills with two copies of this notice ~;o obtain C H E C K a discount or avoid interest, or check box "A" and return this notice to the Register of 0 N E Wills and an official assessment will be issued by the PA Department oi` Revenue. $ L O C K a. ~he above asset has bean or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the estate representative. C. ~ The above informa ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART ~ below. YHK~ a 1 llla,aVplllly ca U11 1 C( Y.III IdJC 1'd[@7 Please SLaLe ` S r ~i Jj \~~~~~~y ~1.~ 'FE}` y 9~` a~;jY Ga /~]~~,!'. j'1t1T" Y • Tti^ ~• T ~ F_ 2 relationship to decedent: , i ~ ~ jjy~ 1z~~{~,1 f ,~~~ ,t~~ ~ „ ,~~~4~, ,~~, ~`~ + . ~ `~ ~ TAX RE TURN - COMPUTATION _ ._.. _. . . OF TAX ON JOINT/TRUST ACCOUNTS ~ ' ~,~` d ""` °~"~~R~*"">~'`~'`~y'~' :`~ - ~~ f~~"`~ ... _.._ L I N E _.. .... 1. ..._._ ._. _ . ~..-...._..~_..y _...__....,_.- D d t e E stab f i s h e d .....--_.-.._ 1 _ _.______ _..-_~_..._._•.~„- -_ _____, ._-.-.,....-._.^---~- ~ ~~~~ ~~ >~,r 4 ~~~ ~ " c ~, ;.~~ 5 f A~ r~~ 2. Account Balance 2 +fi ~ ~~'.~.4a:zt~ ~'+} su~a~ Y~ ` ;~~~" K ~~ ~ 3. Percent Taxable 3 ~ t3~ ~` 4 ~ ' 4. Amount Subject to Tax 4 $ '' "•._.~. ~ ~~,; ~~.=.h, lii~;.`J~3~3,.,- , 5. Debts and Deductions 5 ~> a: ~ ~~ ~rf,~ r, ~ ~ 6. Amount Taxable 6 $ ~ `" s war , s"~ ~ ~~~ ~ d ~` 7. Tax Rate 7 X ~ ~< ~ ...j.. `. /~~R1f Y\Ral ~ 8 • T a x D u e 8 $ ~ ,..x~... ,.:, c f n,.Y V<..~t :,u: ~ '~ "~ Under penalties of p®rjury, I declare that the facts Y have reported above are t/~rue, correct and complete ,to the best of my knowledge and belief. HOME C ~~ ~ ) ~~ 1 k'~ -' r~~ ~~ t,~ XPAYER SIGNATURE ~° TELEPHONE NUMBER DATE FILE N0. 21 09-0450 ACN 09142369 DATE 06-12-2009 PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID IUTAL canter on Line 5 of Tax Computation) S BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 171.28-0601 REV-1543 EX AFP (00-OB) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND TAXPAYER RESPONSE FILE N0. 21 09-0450 ACN 09142370 DATE 06-12-2009 LINDA PHELABAUM 401 16TH ST NEW CUMBERLAND PA 17070-1318 EST. OF RUTH S SWIGERT SSN 195-07-1790 DATE OF DEATH o5-03-2009 COUNTY CUMBERLAND REMIT PAYMENT ANA FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. PNC BANK NA provided the Department with the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-Hawed decedent, you were a joint owner/beneficiary of this account. If you feel the information is incorrect, please obtain written correction frow the financial institution, attach a copy to this fore and return it to the above address. Thls account is taxable in accordance with the Inheritance Tax laws of the Cowwonwealth of Pennsylvania. Please mall 0717) 787-832'.' with-questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No . 0 0 0 0 05140 063508 Date 01- 01 -1978 To ensure proper credit to the account, two Established copies of this notice wust accompany Account Balance $ 5 186.4$ payment to the Register of Wills. Make check ~ payable to "Register of Wills, Agent". Percent Taxable ~( 16.667 NOTE: If tax payments are made within three Amount Subject to Tax $ 864.43 months of the decedent's date of death, Tax Rate X ~ 15 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will becowe delinquent Potential Tax Due $ 129.66 nine wonths after the date of death. PART TAXPAYER RESPONSE ,,~:f.< ..~~ .. ~ t ~.,~~~`~~~~~~~"'~~ ~ Lt AX -AEiSESSMENT A. ~ The above information and tax due is correct. Rewit payment to the Resister of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or check box "A" and return this notice to the Register of O N E Wills and an official assessment will be issued by the PA Department of Revenue. BLOC K 8. ~he above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the estate representative. C. ~ The above inforwa ton is incorrect and/or debts and deductions were paid. Complete PA RT 2~ and/or PART ~ below. PART If indicating a different tax rate, please state ~~ ~t~~~r~3 r O~,[+*~~~r~~<1 2 relationship to decedent: ~s' t~ ~'~PA "D~PARTMEN' TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD ~~' LINE 1. Date Established 1 "` shy 2. Account Balance 2 $ K< \ ~~~ ~. 3. Percent Taxable 3 X ~~~"Y -° 3 ~ 4. Amount Subject to Tax 4 $ , s~~: ~~? aF ~ ' 5. Debts and Deductions 5 ~ ~ ;• S n. '~' ' 6. Amount Taxable 6 ~` ~ ~~ ' 7. Tax Rate 7 X ,j~y.a~,~ ~~ e 4 a s , x ~ ~< ,~ ;~,~ 8 . Tax Due g $ `~~` 3~~t~Q < 1 PART DEBTS AND DEDUCTIONS CLAIMED a DATE PAID PAYEE DESCRIPTION AMOUNT PATS Under penalties of perjury, I declare that the facts I have reported above are true, correct and Fomplete to th~ bes~ f~ krypwl~dge and belief. HOME C ) ~ /` ~~ TAXPAY~ R S I G-NAT 1~R TELEPt'TONE N-UNUM ER DATE ~v~A~ ~tnter on pane 5 of Tax Computation) S 6UREAU OF TNDIYTDUAL TAXES PO BUX 280601 HARRISBURG PA 1"112K-0601 REV-1~4~ E:( AF? C08-D8) r'~NNSY~'~ANIA I~HE~tI Te4NCC TAB: INFORMATION NOTICE AND TAXPAYER RESPONSE .FILE N0. 21 09-0450 ACN 09146118 '.DATE 06-12-2009 ~c.~~~~c ft KAISER EST. OF RUTH S SWIGERT SSN 195-07-1790 DATE OF DEATH 05-03••2009 COUNTY CUMaERLAND RE'1iT ?AYMENT AND FORM= 1'~;: REGISTER GF WILLS cur~a~R~.AND co couRT HousE cARLrs~F. PA 17x13 TYPE OF ACCOUNT SAVINGS CHECKING TRUST © CERTIF. -uLT~N BANK OrCViaad C:lc ~2'a3rttaent NlCh the InfOrmatiOn b21ow, wh]Ch has hedn USar. 2n calCUlatin9 tr.•a potential tax due. Records indicate that at the death of the above-named decadent, You were a point owner!beneficiary of this acccun it you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance lax laws of the Commonwealth of _._ Pe~msylvania. Phase call i71;) 787-8327 with questioTS: COMPLETE PART 1 BELOW * SEE REVERSE SIDE FDR FILING AND PAYMENT INSTRUCTIONS A.~.c~~. ":c. U52-0197216 Date 07-28-2005 To ansur_ aroG?r cra:t:t to the account, two Established GOp125 0;' t~:s TG~i.".e must accompany payman: to :ha !ia5'-star or" 1.'ii?s. Make chick ..:_~_ - :___ .._y` 15,Q06.58 pavab_a ,c 'Rag-.s;er of wills. Agent'. _~-~_ -,X~~,i_ x 16.667 C N:iTE: If tax payu~arts are made within three A^Ol.~1L ~u:~~2Ct LO TaX '~" "'Gf501.15 ,aonths Of :hc de'Ccdsn~'S date Of death, Tax Rate ~ 045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 112 • 55 nir,a mcnths after the date of death. PART TAXPAYER RESPONSE a _ _ F:AI~URE Tt3 RESPf1NI3 WILT. RESU3T..~•N AN E3~'FIC~AL. T~A)f ASSESSMENT A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interact, or check box "A" and return this notice t:o the Register of C H E C K "l Wills and an official assessment will be issued by the PA Department of Revenue. QNE ll L B L O C K J B. ~~7he above asset has been or will be reported and tax paid with the Pennsyl~eania Inheritance Tax return ONLY __..__..JJ to be filed by the estate representative. C. ~ The above inform_,ation is incorrect and/or debts and deductions were vaid, Complete PART 1 2 j and/or PART ~ below. u~ cps- If indicating a different tax rate, please state ,OFFICI.Ai~ .11SE.,ONLY. ~AAF 2~ relatianship to decedent: PA DEPARTMENT E1F REVEN~#E TAX RETURN - COMPUTATION OF 7AX ON JOINTITRUST ACCOUNTS._„I?' _. _, `. - -- _ ._ LINE 1. Date Established 1 ' ~ 2. Account Balance 2 ~ ~ 3. Percent Taxable 3 X ~ 4. Amount Subject to Tax 4 +~' 4 5. Debts and Deductions 5 "' ~ 6. Amount Taxable 6 $ b 7. Tax Rato 7 X 7 8. Tax Due 8 $ 8 PART DEBTS AND DEDUCTIONS CLAIMED a DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and comRlete to the best of my knowledge and belief. HOME C ~~ } ~ ~~ '~ L~ _ )~~, ~~ TAXPAYER SIGNATURE c TELEPHCINE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) $ PENNSYLVANIA INHERITANCE TA INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AN D PO Sox 280601 TAXPAYER RESPONSE HARRISBURG PA 17128-0601 H6V-1543 E% AFP <OB-BB) FILE NO. 21 09-0450 ACN 09146119 DATE 06-12-2004 LINDA S PHELABAUM 626 PARK AVE NEW CUMBERLAND PA 17070 EST. OF RUTH S SWIGERT SSN 195-07-1790 DATE OF DEATH 05-03-2009 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT F~OUSE CARLISLE, PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. FULTON BANK provided tho Departwent with-the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-hawed decodent, you were a point owner/beneficiary of this account. If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accardanco with the Inheritance Tax laws of the Coowonwealth of Pennsylvania. Please call (%17) TB%-8327--with questions. ~ - COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 052-0197216 Date 07-28-2005 To ensure proper credit to the account, two Established copies of this notice ^ust accompany 006.58 payment to the Register of Wills. Make check Account Balance $ 15, payable to "Resister of Wills, Agent". Percent Taxab~ e X 16.66? NOTE: If tax payments are made within three Amount Subject to Tax ~` 2,501.15 months of the decedent's date of death. Tax Rate X .045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 112.55 nine months after the date of death. P~T TAXPAYER RESPONSE 1 X .. ~A~ L.UR~~~~~~ RE$~'~ N,I~~,~ ~' ~ ~~~~<~~~ `~>~~~~GIAL~ ~"AX' A~S:ES~ME~N.T A. ^ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or chock box •'A" and return this notice to the Register of C H E C K ills and an official assessment will be issued by the PA Department of Revenue. ONE B L 0 C K B. he above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the estate representative. C. ~ The above informs ion is incorrect and/'or debts and deductions were paid. Complete PART 2~ and/or PART ~ below. PART If indicating a different tax rate, please state ,~ ~~, [~~~~,~~~{„ l_~SE C1NkYa ~AAF- n relationship to decedent: ~ u ' . i P,a D~PAF~T~tENT' QF~`: REV~~U~ TAX RETURN - COMPUTATION OF TAX _ON JOINT/TRUST ACCOUNTS ~~=A~ ~~~ > ,, 1 LINE 1. Date Established 1 ~` $ a - 2. Account Balance 2 2 ,..., ti.~ '; ... ..: ..... .... X ate. ` 3. Percent Taxable 3 ~ 4. Amount Subject to Tax 4 $ ~, 4 `` ~. . ;< 5. Debts and Deductions 5 - s _ 6. Amount Taxable 6 7. Tax Rate 7 X ~ ~'`~~ ~~~ ' ~"'t as S. Tax Due 8 $ ~ ~ ~.~'Y ~ ~~,~ ~ ,, - PART DEBTS AND DEDUCTIONS CLAIMED a DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, T declare that the facts I have reported above are true, correct and ~.,.~.,~oro t., tna hA~r of m5v knowledge and belief. un41r i 1 TOTAL CEnter on Line 5 of Tax Computation) S BUREAU OF INDIVIDUAL TAXES Po Box zao6ol HARRISBURG PA 17128-0601 PENNSYLVANIA INHERITANCE TAX AND FILE N0. 21 09-0450 TAXPAYER RESPONSE ACN 09158394 DATE 09-17-2009 REV-1543 EX AFP (OB-OB> LINDA S PHELABAUM 626 PARK AVE NEW CUMBERLAND PA 17070 INFORMATION NOTICE EST. OF RUTH S SWIGERT SSN 195-07-1790 DATE OF DEATH o5-o3-2ao9 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. WACHOVIA BK NA provided the Aepartment with the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner~'beneficiary of this account. If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Pennsylvania. Please call C717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 247412051394279 Date 12-05-2000 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance 5, 002.23 payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject to Tax $ 833.72 months of the decedent's date of death, Tax Rate X ~ 15 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due ~` 125 • Ofi nine months after the date of death. PART TAXPAYER RESPONSE ^ F'AIkllR~ '~`f~'< R. ~P~'{ ~ ,w: ~~ •:.:.. "I`A)C ASSE~.SSMENT ~r ~fiifi£~ ~~r .:~f. ::, ors J,;:.~~~~~ A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or check box "A" and return this notice to the Register of CHECK Wills and an official assessment will ba issued try the PA Department of Revenue. ONE B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the estate representative. C. ~ The above informa ion is incorrect and/or debts and deductions were paid. Complete PA RT ~ and/or PART ~ below. PART If indicating a different tax rate, please state ~>~'`A f ='~'' ~~.~~~~~ ~!r~.:.~N~~ ~. YY ~ ~~~' 2 ^ relationship to decedent: ~ ~"5~ ~ ' ~ ~~ °~ PA OE~'ARTM~NT OF REVENUE ~' TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~~,~.,~~~`~`'~~~ "r } '" LINE 1 . Date Established 1 ;~%~asV'~c.~fy k ~ ~ ~~ t:~x ~ ~ . ' 2. Account Balance 2 ~~r> x "` 3. Percent Taxable 3 X ~ ~~i~~ 4. Amount Subject to Tax 4 +fi '~.~'' ~~ri'~a a 5. Debts and Deductions 5 ~~#~~'`i~{ Amount Taxable 6 ~ z~~a ~. # F 7. Tax Rate 7 X # a x ~ > s't<k~:.:~<: PART DEBTS AND DED UCTIONS CLAIMED DATE P AID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. H O ME C ) WORK C ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATE TOTAL (Enter on Line 5 of Tax Computation) S PENNSYLVANIA INHERITANCE TAX • ~ INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D Po Box Zao6o1 TAXPAYER RESPONSE HARRISBURG PA 17128-0601 REV-1543 EX AFP (OB-OB) FILE N0. 21 09-0450 ACN 09158393 DATE 09-17-2009 f ~ lJ~/ ~ ~,,. r ~/ '~, C~u4~ ~c.~~.s~ CAROLE R KAISER 401 16TH ST NEW CUMBERLAND PA 17070 EST. OF RUTH S SWIGERT SSN 195-07-1790 DATE OF DEATH 05-03-2009 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS TD: REGISTER OF WILLS CUMBERLAND CO COURT MOUSE CARLISLE, PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING a TRUST © CERTIF. WACHO VIA BK N A provided the Department with the information below, which has bean used in calculating the potential tax due. Records indicate that at the death of the above-na d d me ecedent, you were a .ioint owner/beneficiary of this account. If you feel the information is incorrect, please obtain written correction from the fin i l i and return it to the above address. This account is taxable in accordance with the P anc a nstitution, attach a copy to this form Inheritance Tax l f th ennsylvania. Please call C717) 787-8327 with questions. aws o e Commonwealth of COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 247412051394279 Date 12-05-2000 To ensure proper credit to the account, two Established copies of this notice must accompany ACCOUnt Balance $ 5, 002.23 Payment to the Register of Wills. Make check Percent Taxable X 16.667 payable to "Register of Wills, Agent". Amount Subject to Tax $ 833.72 NOTE: If tax payments are made within three Tax Rate X months of the decedent's date of death, . 15 deduct a 5 percent discount on the tax due. Potential Tax Due y~` 125.06 Any Inheritance Tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE TOTAL (Enter on Line 5 of Tax Computation) ~ Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. ~~yy HOME C ~ ~ ~ ) rI ~ ~~ ~ ~ U ~ 1~ d.1.t~(' ~ ~, WORK C ) TAXPAYER SIGNATURE TELEPHONE NUMBER RATE REV-1511 EX+ (12-99) ~~ SCNEOI~ILE N coMMONwEA~TH of PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE CASTS RESIDENT DECEDENT ESTATE OF FILE NU~ER Ruth S. Swigert 21 2009-45 Dells of deoedeM must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~' Parthemore Funeral Hone 4,612.72 2 Pasto 100.00 3 Organist 50.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Persona! Representative(s) Social Security Number(s~EIN Number of Personal Representative(s) Street Address City .State Year(s) Cormnission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as daimanYs, attach explanation) Claimant Street A~ress State Relationship of Claimant ~ Decedent 4. Probate Fees 5. AocountanYs Fees 6. Tax Return Preparer's Fees ~. Legal Ad -Patriot News s. Legal Ad -Cumberland County Law Journal Zp _T~P 4,500.00 380.00 300.41 75.00 TOTAL (Also enter on line 9. Recanitulationl ~ S 10, 018.13 REV-lSiZ EX+ ;lZ-C8~ enns lvania p y SCHEDULE I DEPARTMENT OP REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER RUTH S. SWIGERT 21-2009-45 Report debts incurred by the deoedeM prior to death that remained unpaid at the date of death, including unreimbursed medkai expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1• Alex Baldwin {Lawncare) 105.00 2. PPL 29.27 3. UGI 12.52 4. PPL 23.86 5. PA Water 31.78 6. Alex Baldwin 700.00 7. Corncast 171.69 8. New Cumberland Borough (Sewer & Trash) 304.65 9. UGI Utilities 98.76 10. PA American Water 280.91 11. PPL 173.55 12. Verizon (Final) 9.80 13. Postal Service {Stamps) 35.20 14. Strodc Insurance (house policy) 425.00 15. Service Oil Compnay 233.97 16. Service Oil Company (Service contract through 9-30-2010) 199.50 17. UGI Service Renewal Plan (Water heater) 24.95 18. Mark Heckman Appraisers 350.00 19. Camp Hill Emergency Physicans 33.81 20. West Shore Anesthesia Assoc 137.74 21. Wrightstone Electric (upgrade to 100 amp) 2,040.12 22. Dirty Dog Hauling (Carpet Removal) 110.00 23. Best Line Equipment (Floor buffr rental) 92.09 24. Fahnestodc Auction (Fee) 299.50 25. Household needs (paint, lights, leaning products) 577.79 TOTAL (Also enter on Une 10. Recaoitulationl 3 6,501.46 PAGE 1 OF 2 'S?,.' E?',! (lam?-i)tit r pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LTABTLITIES 8k LTENS ESTATE OF FILE NUMBER RUTH S. SWIGERT 21-2009-45 PAGE 2 OF 2 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, inducting unreimbursed medical expenses. REV-lSi3 EX+ ,I1-U~: ~ Pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER RUTH S. SWlGERT 21-2009-45 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Mot t.jst Trustiee(s) OF ESTATE i TAXABLE DISTRIBUTIONS [Indude outright spousal distriburions and transfers under Sec. 9116 (a) (1.2).] 1. Carol Kaiser Daughter 35% 2. Linda Phelabaum Daughter 35% 3. Grandchildren Grandchildren 25% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. Community United Methodist Church, New Cumberland, PA 5% TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ S 1, t ep\wi11s\swigert.rs\5-95 LAST WILL AND TESTAMENT OF RUTH S. SWIGERT I, RUTH S. SWIGERT, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I direct that my Co-Executrices hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. ITEM II: I hereby devise and bequeath all of my tangible personal property unto my two daughters, CAROLS R. KAISER and LINDA S. PHELABAUM, to be divided among them as they may agree. ITEM III: I hereby give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, as follows: A. Five (5~) per cent unto the ORGAN FUND of COMMUNITY UNITED METHODIST CHURCH, 16th and Bridge Streets, New Cumberland, ~t~.^.P.SyI ;.rc :I'ii3 . B. Twenty-five (25$) per cent to be divided equally among such of my grandchildren as shall survive me. C. Thirty-five (35~) per cent unto my daughter, CAROLS R. KAISER. Page 1 of 4 D. PHELABAUM. ITEM IV: Thirty-five (35~~ per cent unto my daughter, LINDA S. I hereby nominate, constitute and appoint as guardian for any minor who may take a share under this will, the parent of said minor. ITEM V: I appoint my daughters, CAROLE R. KAISER and LINDA S. PHELABAUM, or the survivor of them, Co-Executrices of: this my last will. ITEM VI: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of her duties in any jurisdiction. IN WITNESS WHEREOF, I, RUTH S. SWIGERT, have hereunto set my hand and seal this ~1 day of ~ r~~.~..~- - 1995 . t 4 L, 1~UTH S . SWIG~RT SIGNED, SEALED, PUBLISHED and DECLARED by RUTH S. SWIGERT, the Testatrix above named, as and for her Last Will and Testament, and in the presence of us, who at her request, in her presence and in the presence of each other, have subscribed our names as witnesses. _ /' ~ Wit s Address Witness Address Page 2 of 4 r COMMONWEALTH OF PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND I, RUTH S. SWIGERT, the Testatrix whose name is signed to the at- tached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purp 1ses therein contained. ~ -~ RUT~i S . SWIGE T Sworn to or affirmed to and acknowledged before me by RUTH S. SWIGERT, the Testatrix, this 3! day of _~'lo , 1995. Notary Public Sit.` ~ y. ;.'. +,.,~,~ r,,,~ j> .,:~ dpi ~:.li°~Lv~~;a:d>i~,~, 6 i=1 t.:R.~;;Uti~ kt~il~1 ~, ~. n (~ r+~ 7 f~ Y/~~~ A . .x~-~ `~~i Lt'(lii~ll:1~~~Q~ ~o~~ll(Lri3 ii~Jii7 ~.)~ ~.i~ .1 COMMONWEALTH OF PENNSYLVANIA :SS: COUNTY OF CUMBERLAND : We , <., r~-f S ?'tks,r Q and ~,..~-- :! ~,`" ~-G-~^Gj~ c• ~ the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that Page 3 of 4 we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. G Wi ess Witness Sworn to or affirmed to and acknowledged before me by ~h~ y~~n f~-~ .S~~m a and ~ ~~,...- ~ ~ /~ ~~ ~_ r , witnesses, this ~ day of , 1995. G ~' ~ ~ /1 . Notary Public ~, ,~ + y ~+ r •~+Iv ~ `.~ 4 Il f.~~ ;~, C~,':~ t,, 1 psi ~7 { _ ~~ ..)lii' L~ F 1: v ~ Yl~ii fl r J~ ~ ~~`l ~,Y .~~.r+~ Page 4 of 4 __ ep\wille\swigert.r6\5-95 LAST WILL AND TESTAMENT OF RUTH 5. SWIGERT I, RUTH S. SWIGERT, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I direct that my Co-Executrices hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. ITEM II: I hereby devise and bequeath all of my tangible personal property unto my two daughters, CAROLE R. KAISER and LINDA S. PHELABAUM, to be divided among them as they may agree. ITEM III: I hereby give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, as follows: A. Five (5$j per cent unto the ORGAN FUND of COMMUNITY UNITED METHODIST CHURCH, loth and Bridge Streets, New Cumberland, Pe.^.rsyl..T4nia . B. Twenty-five (25$j per cent to be divided equally among such of my grandchildren as shall survive me. C. Thirty-five (35$j per cent unto my daughter, CAROLE R. KAISER . Page 1 of 4 D. Thirty-five (35~) per cent unto my daughter, LINDA S. P HELA.BAUM . ITEM TV: I hereby nominate, constitute and appoint as guardian for any minor who may take a share under this will, the parent of said minor. ITEM V: I appoint my daughters, CAROLE R. KAISER and LINDA S. :PHELABAUM, or the survivor of them, Co-Executrices of this my last will. ITEM VI: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of her duties in any jurisdiction. IN WITNESS WHEREOF, I, RUTH S. SWIGERT, have hereunto set my hand and seal this ~( day of ~~~ 1995 • r, ° ~l t 1~UTH S . SWIG~RT SIGNED, SEALED, PUBLISHED and DECLARED by RUTH S. SWIGERT, the Testatrix above named, as and for her Last Will and Testament, and in the presence of us, who at her request, in her presence and in the presence of each other, have subscribed our names as witnesses. _ f ~ Wit s Address Witness ~ Address Page 2 of 4 COMMONWEALTH OF PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND I, RUTH S. SWIGERT, the Testatrix whose name is signed to the at- tached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purp ~ses therein contained. RUT~i S . SWIGE T Sworn to or affirmed to and acknowledged before me by RUTH S. SWIGERT, the Testatrix, this ~~ day of , 1995. "1 Notary Publi yy w r„ ,-t. l8fi:`d~l~~ri.i,s~i.~vii<a~i+.~y ~ i'1 l.'9;!tiit:Jiiiitit~.} Ua, COMMONWEALTH OF PENNSYLVANIA :SS: COUNTY OF CUMBERLAND We , ~ . ~~ c~-~ s ~n u. Q and ~.~ ~ ~ rx.. ~~~~, ~~ , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that Page 3 of 4 t • n and execute the instrument as resent and saw Testatrix 51g and that she executed we were p ned willingly st will; that Testatrix s~-9 ses therein expressed; her la and voluntary act for the purP° ned the it as her free of the Testatrix siq us in the hearing and sight that each °f our kno~„~ledge r the Testatrix '.messes; that to the best of mind and will as wi ears of age. of sound ' hteen or more y .Was at that time eig f luence • under no constraint or undue in G Wi. ess ~ .~~ ;,~. Witness and acknowledged before me by Sworn to or affirmed to ~ ~,y j` ~~. ~-- , and ~'~~~' /` +~..> , 19 9 5 . of 1 this _.~-- day r. ~ ' `~~ Notary Public L~~O i5 (f ~~fp~JR ~..'~b •~1G.« 1 ~/ s t ti 22 i~.. + v tea` ~ : ~ } i ~ ~ ~ IMF ~~~;~k.~:3:.1...-ti;,TM)i~i$ L.~~~.~4.lir _lti?~i Y..ti i~~JJ' Page 4 of 4