HomeMy WebLinkAbout04-0598Register of Wills of Cumberland
PETITION FOR GRANT
Estateof Marlyn L. Reisinser
also known as
Mark L. Reisin~er
OF
, Deceased
County, Pennsylvania
LETTERS
Social Security No. 205 - 16 - 7092
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 Testamentary and aver that Petitioner(s) is/are the execut or
the Decedent, dated 09/25/2000 and codicil(s) dated None
named in the last Will of
State relevant circumstances, e.g., renunciation, death of executor, etc.
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:
Decedent married Mary B. Mase on March 14~ 2004
B. Grant of Letters of Administration
/c.t.a.; d.b.n.c,ta; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
Name Relationship Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland
County, Pennsylvania with his/her last family
or principal residence at 20 North 12th Street,
Decedent, then 78 years of age, died 06/12/2004
Lemoyne Borough, Lemoyne, PA
(list street, number, and municipality)
at Lemoyne, PA
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
17043
(Location)
165,000.00
situated as follows:
Wherefor;i 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 undersi~lned:
Si~ln~,.gre
Typedorprintednameandresidence
Mark L. Reisinger
1121 Saffron Drive, Mechanicsburs, PA 17050
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) or 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(~ afording to law.
Sworn to or affirmed and subscribed
Marx L. Reisinger
before me this~ day of
Estate of Marlyn L. Reisin~er
Social Security No: 205-16- 7092 Date of Death: 06/12/2004
~Deceased
, in considerat[~
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters F-~ Testamentary [~ Of Administration
(c.ta.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
Mark L. Reisin~er
in the above estate arid that the instrument(s) dated 09/25/2000
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters.... ........ $
Short Certificate(s) ..... $
Renunciation ........ $
Affidavits ( ) ....
Extra Pages ( ) .... $
ittorney:
I.D. No: 37190 e e
Address: 120 Pine Grove Commons
York, PA 17403-5151
Telephone: 717/747-5995
Codicil ........... $
JCP Fee .......... $
I0
Inventory .......... $
Other ........... $
......... ,
Prepared by the Pennsylvania Bar Association Copyrighl (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
ARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
.~)i::AL t:iEGISTRAR"S CERi'iF~CA? ON OF DEATH
CERT. NO. T 5646764
J UN ! 6 2.Oil&
Date ol Issue of This Certification
Marlyn
Name ol Decedent L.
Male 205-16-7092
S~x .................... Social Security No ............................ Date of Death June 12, 2004
Date of Birth Aug. 14, 1925 York, PA
Birthplace .........................
Pi::~ce of [)eath 20 N. 12th Street Cumberland Lemoyne Borough Pennsylvania
White Credit Manager (Tape Yes
Race ............ Occupation
D:t~:~~uce~s -- ........... Armed Forces? (Yes or No)
MantalStatus Married Mailing Address 20 North 12th Street, Lemoyne, PA 17043
h~forrnam Mark Reisinger Funeral Director Rodney T. Gnau
Narne a~d Address of
Funeral Establishment Etzweiler Funeral Home, 1111 E. Market St., York, PA 17403
Part t: Immediate Cause Interval Between
Onset and Death
(a) Occlusive Coronary Artery Disease
Part
Reisinger
Other Significant Condi~?~G
C_
Manner of Death Describe how injury occurred:
Natural XXX Homicide i-_"J
Ao:';iden,~ ' Pending Investigation
Suicide ~-'~ Could not be Determined
Name and T~tleol Certfier Michael L. Norris, Coroner
0(~0D D.C., Coroner. M.E.)
Address 6375 Basehore Road, Suite #1 Mechanicsburg, PA 17 "
This is to certify that the information here given is correctly oopied front an original certificate
of death duly filed with me as Local Registrar. The original certificate will be forwarded to the
State V,tal Records Office for permanent fili.~__ //. ~ /Z,,2,,~25
June 16, 2004 136~/~'~i'~ Drive, Dallastow~'; ~A 17313
LAST WILL AND TESTAMENT
OF
MARLYN L. REISINGER
I, MARLYN L. REISINGER, currently a resident of and domiciled in .-York
Township, York County, Pennsylvania, do hereby make, publish and declare this to be
my Last Will and Testament, hereby revoking all Wills and Codicils at any time~
heretofore made by me.
ITEM I: Personal Effects. I give and bequeath all of my tangible personal
property, exclusive of any such property used in a trade or business, together with all
policies of insurance thereon, to my son, MARK L. REISINGER, or if he does not
survive me, to his issue who survive me, per stirpes. If my son disclaims any portion of
this bequest, the disclaimed portion shall be distributed as part of the bequest to my wife
under Item II of this Will. I request that my Executor and my issue abide by any
memorandum by me directing the disposition of this property or any part thereof. This
request is precatory and not mandatory.
ITEM II: Specific Bequest. If my wife, KATHRYN E. REISINGER, survives
me by one hundred fifty (150) days, I give, devise and bequeath to my wife cash,
securities or other property of my estate having a value equal to the amount, if any, that
my wife would be entitled to receive if my wife exercised her elective share rights as set
forth in Section 2201 et seq. of the Pennsylvania Probate, Estates and Fiduciaries Code;
provided, however, the amount of this bequest shall be reduced by the value of all
property and interests in property passing to my wife as a result of my death other than
pursuant to this bequest. My Executor shall have the sole discretion to select the assets
which shall constitute this bequest.
If my wife does not survive me by one hundred fifty (150) days, or in the event my
wife (or her legal representative) disclaims any portion of this bequest, the same shall be
distributed as part of the residue of my estate.
ITEM III: Residuary Bequest. I give, devise and bequeath all the rest, residue
and remainder of my estate to my son, MARK L. REISINGER, or if he does not survive
me, to his issue who survive me, per stirpes.
-1-
ITEM IV: Executor. I appoint my son, MARK L. REISINGER, as Executor of
this Will. If my said son shall be unable or unwilling to serve or continue to serve, then I
constitute, make, and appoint my son's wife, TAMARA S. REIS1NGER, as Executrix to
exercise the same powers.
ITEM V: Executor Powers. All Executors (which term whenever used herein
shall include "Executrix") serving hereunder shall do so without bond or other security in
any jurisdiction. In addition to powers given them by law, all Executors acting under this
Will shall have the following powers, applicable to all property held by them, effective
without court order and until actual distribution:
(a) To retain any or all of the assets of my estate or trust, real or personal,
without regard to any principle of diversification or risk.
(b) To sell at public or private sale, to exchange, or to lease for any period of
time, any real or personal property and to give options for sales, exchanges or leases, for
such prices and upon such terms or conditions as they deem proper.
(c) To invest in all forms of property without restriction to investments
authorized for Pennsylvania executors.
(d) To disclaim on my behalf any property or interest in property which would
otherwise have passed to me by any means prior to my death.
(e) In general, to exercise all of the powers in the management of my estate
which any individual could exercise in the management of similar property owned in their
own fight, upon such terms and conditions as my Executors may see best, and to execute
and deliver any and all instruments and to do all acts which they may deem proper or
necessary to carry out the purposes of this my Will, without being limited in any way by
the specific grants of power made, and without necessity of a court order.
ITEM VI: Beneficiaries Under 21. If any share of my estate becomes
distributable to a beneficiary who has not attained the age of twenty-one (21) years, then
the same shall be paid to a custodian for the beneficiary under the Pennsylvania Uniform
Transfers to Minors Act. The custodian shall be selected by my Executor, and may be my
Executor or the minor's parent. The receipt of the custodian shall be a full discharge of
my Executor.
-2-
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal to
this, my Last Will and Testament, consisting of three (3) pages, this ~-l" day of
~ ,2000.
MARLYN[. REISINGER g
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED by the above Testator as and for
his LAST WILL, in the presence of us who thereupon at his request, in his presence and
in the presence of each other have hereunto subscribed our names as wimesses:
Name Address
Name
-3-
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF YORK
)
) SS:
)
I, MARLYN L. REISINGER, the 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 that I signed
it willingly and as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and acknowledged before me by MARLYN L. REISINGER,
the Testator, this~ day of ~'50~:~0~ ~-n_la, ~,_ ,2000.
1
Notary Public
M Notarial Seal
ichele L, Ramp, Notary Public
York, York County
~ ~y ~ommtsslon Expires Oct. 13, 2001
MARLYN L. REISINGER
-4-
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF YORK
)
) SS:
)
We, ~--~'~~.~ ~//ff~_/_ and ~/~l'~/~ ~L~t't~tt~ ,
witnesses, whose names are signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw the Testator sign
and execute the instrument as his Last Will; that the Testator signed willingly and executed it
as his free and voluntary act for the purposes therein expressed; that each subscribing witness
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 the time 18 or more years of age, of sound mind and
under no constraint or undue influence.
or affirmed,and subscribed to he.fore me by
~_~]~t~tl.~ and /t,//l~b~/~
witnesses, this c~'h]~l day of ~~~~.~
,2000.
Witness
Notalry Public
i Notarial Seal
Michele L. Ramp, Notary Public
York, York Count),
[ My Commission Expires?c_t.=_13, 2001
Witness
-5-
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent:
Date of Death:
File No:
To the Register:
Marlyn L. Reisinger
6/12/2004
21-04-0598
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 July 8, 2004.
Name/Address
Mark L. Reisinger
1121 Saffron Drive
Mechanicsburg, PA 17050
Mary B. Reisinger
20 N. 12th Street, Apt #310
Lemoyne, PA 17043
Notice has now been given to all persons entitled the~
Date: July 22, 2004
Rob
120 Pin~
o~ York, P~
.e,j. ~i ~< Telepho
er Rule 5.6 (a) except: NONE.
fine, Esquire
Drove Commons
17403-5151
: (717) 747-5995
Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 28060~
HARRISBURG, PA 17128~0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 004363
REISINGER MARK L
1121 SAFFRON DRIVE
MECHANICSBURG, PA
17050
........ fold
ESTATE INFORMATION:
SSN: 205-16-7092
FILE NUMBER:
DECEDENT NAME:
2104-0598
REISINGER MARLYN L
DATE OF PAYMENT: 09/10/2004
POSTMARK DATE: 09/10/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 06/12/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $19,237.50
REMARKS:
CHECK# 109
SEAL
TOTAL AMOUNT PAID:
819,237.50
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REISINGER MARK L
1121 SAFFRON DRIVE
MECHANICSBURG, PA 17050
n~__h_ fold
ESTATE INFORMATION: SSN: 205-16-7092
FILE NUMBER: 2104-0598
DECEDENT NAME: REISINGER MARL YN L
DATE OF PAYMENT: 03/10/2005
POSTMARK DATE: 03/10/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 06/12/2004
NO. CD 005039
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,502.81
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1,502.81
REMARKS: M L REISINGER
CHECK# 151
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
OFFICIAL USE ONLY
REV-1500 EX + (6-00)
D
E
C
E
D
E
N
T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Reisin er Marl L.
DATE OF DEATH (MM-DD-YEAR)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21-04-0598
DATE OF BIRTH (MM-DD-YEAR)
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
205-16-7092
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
NUMBER
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
Supplemental Return
Future Interest Compromise (date of death after 12-12-82)
Decedent Maintained a Living Trust 1
(Attach copy of Trust)
3. date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return RequIred
8. Total Number of Safe Deposit Boxes
Spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95)
o 11. Election to tax under Sec. 9113(A)
(Attach Sch 0)
P NAME
C
0 0 Robert C1ofine, Es uire
R N FIRM NAME (If Applicable)
R D
E E
S N
T TELEPHONE NUMBER
COMPLETE MAILING ADDRESS
120 Pine Grove Commons
York, PA 17403-5151
4 -5995
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(1)
(2)
(3)
None
115,437.45
None
,Qf.'FICIA~IJSE ONLY
::~)
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(4)
(5)
None
52,781.13
(,J)
CJ
(6)
None
324,046.99
5,857.11
3,012.75
(8) 492,265.57
(11) 8,869.86
(12) 483,395.71
(13)
(14) 483,395.71
C
o
M
P
T U
A T
X A
T
I
o
N
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
0.00 X .0 0 (15) 0.00
483,395.71 X .0 45 (16) 21,752.81
X .12 (17) 0.00
X .15 (18) 0.00
(19) 21,752.81
Copyright (c) 2000 form software only The Lackner Group,lnc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
20 North 12th Street
CITY I STATE I ZIP
Lemovne PA 17043
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
21,752.81
0.00
19,237.50
1,012.50
Total Credits ( A + B + C) (2)
20,250.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E) (3) 0 . 00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4) o. 00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1,502.81
A. Enter the interest on the tax due. (SA) 0 . 00
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 1,502.81
Make Check Payable to: REGISTER OF WILLS, AGENT
ili"!::!:I!":I:, i~i~i~~~~"!:~~:~~.!if~~:!~I~tl~~~I;~~"~u~~f~~~~,:i~~:!~~:~iIJ~:d"~~ :ll:~i!i!i:~~:I~~i~ :~~i~:~~:~:I~~~J:i~C~b,~~!I:::!!:!i:!:
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; . . . . . . . . . . . . . ~ ~x~
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ...... [K] 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [K] 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
SENTATIVE
Mark L. Reisinger
1121 Saffron Drive
-----------------------------------------------------
Mechanicsbur , PA 17050
Robert C1ofine, Esquire
120 Pine Grove Commons
-----------------------------------------------------
York, PA 17403-5151
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For dates of ath on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving sp e is 3% [72 P.S. 9116 (a) (1.1) (i)).
For dates of aeath on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use 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.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
REV-1503 EX . (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
Mar1yn L. Reisinger
SS/I 205-16-7092
06/12/2004
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21-04-0598
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE
NUMBER OF DEATH
1 2,000 shares General American Invest 5.95%, CUSIP 23.58666 47,173.33
/1368802401
2 500 shares General E1ec Cap Corp Medium 4% 5/15/15 95.00 47,500.00
3 349 shares General Mtrs Accept Corp 7.25%, CUSIP 24.71833 8,626.70
/1370425407
4 55 shares Met1ife, Inc. , CUSIP /l59156R108 35.96333 1,977.98
5 Smith Barney Account /1746-04101-16: Bank Deposit 10,159.44
Program
TOTAL (Also enter on line 2, Recapitulation) 115,437.45
(If more space is needed, insert additional sheets of the same size)
Copyright (e) 1996 form software only CPSystems,lne.
Form REV-1503 EX (Rev. 1-97)
Estate Valuation
Date of Death: 06/12/2004
Valuation Date: 06/12/2004
Processing Date: 09/07/2004
Estate of: Marlyn L, Reisinger Estate
Account: Smith Barney Account #746-04101-16
Report Type: Date of Death
Number of Securities: 5
File ID: Reisinger, Marlyn
Shares
or Par
Security
Description
Low/Bid
Mean and/or Div and Int Security
Adjustments Accruals Value
High/Ask
1 )
2000 GENERAL AMERN INVS INC (368802401)
PFD B 5.95%
NYSE
06/10/2004
06/14/2004
23.42000 H/L
23.45000 H/L
23.70000
23.75000
23.586667
47,173.33
Div: 0.37187 Ex: 06/03/2004 Rec: 06/07/2004 Pay: 06/24/2004
743.74
2)
47500 ~~~h (CASH) 6~nenl.' flec:/r;~ O:tf Cor r ft1zJ 4~1() SI'SIJ!3
47 ,500.00
3)
349 GENERAL MTRS ACCEP CORP (370425407)
NT 7.25%
NYSE
06/10/2004
06/14/2004
55 METLIFE INC (59156R108)
NYSE
06/10/2004
06/14/2004
35.79000 H/L
35.75000 H/L
24.93000
24.80000
24,78000 H/L
24.50000 H/L
24.718333
8,626.70
4 )
36.13000
36.18000
35.963333
1,977.98
5)
10159.44 Cash (CASH)
OTC
&'2,{1 k d,Q tfh i'l- p'" j cr a fY'l
10,159.44
Total Value:
Total Accrual:
Total: $116,181.19
$115,437.45
$743.74
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300, (Revision 6.4.0)
REV -1508 EX . (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
EST ATE OF FILE NUMBER
Marlyn L. Reisinger SS# 205-16-7092 06/12/2004 21-04-0598
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
DESCRIPTION
VALUE AT DATE
OF DEATH
79.67
ITEM
NUMBER
1 Columbia Gas - refund
2
Commerce Bank Checking Account #513101121
2,030.99
Accrued income on item 2 through date of death
0.07
3
Essex House - refund of deposit on apartment
947.50
4
Nationwide Insurance Company - refund of unearned tenant
insurance premium
47.50
5
Nationwide Insurance Company - refund of unearned auto insurance
premium
250.00
6
Nationwide Insurance Company - refund of unearned auto insurance
premium
45.00
7
Waypoint Bank Savings Account #10082666
794.80
Accrued income on item 7 through date of death
0.06
8
Waypoint Bank Checking Account #90057332
22,696.63
9
Waypoint Bank Checking Account #90828435
389.67
10
2000 Nissan Maxima - sale price
14,000.00
11
2001 Mazda Miata - appraised value
10,665.00
12
Big Screen Television - sale price
800.00
13
Miscellaneous coins - face value
34.24
TOTAL (Also enter on line 5, Recapitulation) $ 52,781.13
(If more space is needed, insert additional sheets of the same size)
Copyright (e) 1996 form software only CPSystems, Inc. Form REV-15G8 EX (Rev. 1-97)
Commerce
flBank~
July 16, 2004
Robert Clofine
Attorney At Law
120 Pine Grove Commons
York, PA 17403-5151
RE: Estate of: Marlyn L Reisinger
Social Security #: 205-16-7092
Date of Death: June 12, 2004
Dear Sir/Madam:
In reference to the letter regarding the above mentioned
Estate, we would like to inform you of the information that
we have researched and found.
Type: Checking
Account #: 513101121
Date Opened: 3/27/00
Primary Owner: Marlyn L Reisinger
Date of Death Balance: $2,030.99
Accrued Interest: $.07
If there are any questions or additional information that
is needed, please feel free to contact me at (717) 795-7118
ext. 3151.
Sincerely,
\>o,0Cv-nO~ ~ ~
Wanda J. Morris
ClF Team Leader
Commerce Bank I Harrisburg, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
7/14/2004
ROBERT CLOFINE
120 PINE GROVE COMMONS
YORK PA 17403-5151
~lWayRRi!'J
The information which you requested on the account(s) of MARL YN L REISINGER
(Social Security Number 205-16-7092) is/are as follows:
10082666
SAVINGS
020575
794.80
.06
794.86
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership SOLE
Name of Joint
Owner, if any
Date Ownership 020575
Was Established
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
Additional
Information
Requested
90057332
CHECKING
031782
22696.63
0.00
22696.63
90828435
CHECKING
051093
389.67
0.00
389.67
SOLE
SOLE
031782
051093
P.O. Box 1711. HARRISBURG. PeNNSYlVANIA 17105-1711
Toll Free 1-866-WAYPOINT (1-866-929-7646) . IN YORK AREA 717/815-4500 . \NW\AI\AI:....nnin+h:on... ..........
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Page 1 of2
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at 1~(l!daUSA.com
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REVIEWS &. RATINGS ADVICI: flNANCINO 8. INSURANCE
o Fft.iJ$ Deeter PIk>> Quote 0 Seatdl Used Carllallngs 0 Li$t YourCer r. Side
BLUE BOOK TRADE.IR VALUE
Pennsylvania. September 7,2004
2001 Mazda Miata MX-5 Convertible 20
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Engine: 4-Cyl. 1.8 Liter
Trans: 5 Speed Manual
Drive: Rear Wheel Drive
Mileage: 16,000
Equipment
Air Conditioning
Power Steering
Power Windows
AM/FM Stereo
Single Compact Disc
Dual Front Air Bags
Consumer Rated Condition: Good
"Good" condition means that the vehicle is free of any major defects.
The paint, body and interior have only minor (if any) blemishes, and
there are no major mechanical problems. In states where rust is a
problem, this should be very minimal, and a deduction should be
made to correct it. The tires match and have substantial tread wear
left. A clean title history is assumed. A "good" vehicle will need some
reconditioning to be sold at retail; however major reconditioning
should be deducted from the value. Most recent model cars owned by
consumers fall into this category.
Trade-In Value
List Your Car For Sale Online $10,665
Trade-in value represents what you might expect to receive from a
dealer for this consumer owned vehicle. Keep in mind that the
dealer must then absorb the cost of making the vehicle ready for
sale, advertising, sales commissions, arranging financing and
insurance and standing behind the vehicle for any mechanical or
safety problems.
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REV-1510 EX . (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marlyn L. Reisinger
SCHEOULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
SSlf 205 -16 - 7092
06/12/2004
FILE NUMBER
21-04-0598
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
DESCRIPTION OF PROPERTY % OF
ITEM RELAW8~Mfrl~ t~'b~~~5~MrrrJ~~~~IT~EJF t~~~RSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH ACOPYOF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
1 Smith Barney Account 93,239.94 100.00% 0.00 93,239.94
11746 - 61289 -10: IRA -
beneficiary is Mark L.
Reisinger, son
2 Travelers Annuity Policy 140,433.70 100.00% 0.00 140,433.70
119139122 - beneficiary is
Mark L. Reisinger, son
3 Smith Barney Account 90,373.35 100.00% 0.00 90,373.35
11746-03295-14 : Marlyn L.
Reisinger Trust - in trust
for Mark L. Reisinger, son
TOTAL (Also enter on line 7, Recapitulation) $ 324,046.99
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1510 EX (Rev. 1-97)
Estate Valuation
Date of Death: 06/12/2004
Valuation Date: 06/12/2004
Processing Date: 09/07/2004
Estate of: Marlyn L. Reisinger Estate
Account: Smith Barney IRA Account #746-61289-10
Report Type: Date of Death
Number of Securities: 7
File I~ Reisinger, Marlyn2
j:~4 A-C.CO~(\t
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
1) 578.93 Cash (CASH) r, I de.~}1- 578.93
{XL (1 < 'P~C>yct (\/
OTC
2 ) 500 CORTS TR GOLDMAN SACHS CAP I (22083B208)
CORTS A 6%
NYSE
06/10/2004 22.38000 22.00000 H/L
06/14/2004 22.00000 21. 45000 H/L
21. 880000 10,940.00
3) 1000 ING CLARION GLB RE EST INCM FD (44982G104)
ASE
06/10/2004 12.90000 12.66000 H/L
06/14/2004 12.90000 12.27000 H/L
12.650000 12,650.00
4 )
950.59 OPPENHEIMER MAIN STR FDS INC (68380D108)
CL A
NASDAQ
06/10/2004
33.61000 Bid
33.610000
31,949.33
5)
219.19 PIMCO FDS MULTI MANAGER SER (693389439)
PEA INNOVAT B
NASDAQ
06/10/2004
14.92000 Bid
14.920000
3,270.31
6)
26518.95 Cash (CASH) '5'{3 Cc:~'riltt' ~ :::Cnct<! (2d C'l- ',A
OTC
26,518.95
7)
7332. 42 ~~~h (CASH) S6 4 ~r(~(' , 'tth 'on c, '4
7,332.42
Total Value:
Total Accrual:
Total: $93,239.94
$93,239.94
$0.00
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300. (Revision 6.4.0)
. SEP. 7.2004 12:21PM
~~-
cltlgroUpJ
I
Prepared by BRAD ~ELL
717-854-5553 . I
Quantity SYmlchrSIP Description
10,159.30 #BDP I BANK DEPOSIT PROGRAM _
2,000.00 G~ 3.f1';l\'C~ AMERICAN INVEST 5,95%
349.00 GKM 3"'()lf~1f0'1 GENERAL MTRS ACCEPT CORP 7.25%
55.00 MET '5'1I%(l.f()'it METLlFE INC
110,-000.00 89399'275000 TRAVELERS LIFE INSURANCE
SMITH BRRNEY YORK PR
Holdings
As of 0611412004
50,000.00 GE.A X
I
I
,I
I
I
;
I
I
I
I
i
I
,
GENERAL ELRC CAP CORP MEDIUM
Coupon 4% Mature 05/15/15
Accrued Int. $161.11
NO. 190
Marlyn L. Reisinger
20 N 12th St
Apt # 322
LemoynePA 17043-1452
P.3
Acct No. 746-04101-16
Research
Rating
Price
2M
1.000
23.630
24.570
35.920
1.276
95.000
Market Value
10,159.44
47,260.00
8,574.93
1,975,60
140,433.70
47,500.00
TOTAL ACCOUNT VALUE
255,903.67
I
I
I
th....... ......"""""'q"l~..." "',,', .... _;,.. .... '"'""" ....... """. bot ... ,ot ,""""I,,,,",,,",, ,,' 'm,.t ..
guaQlltood. The infonnatiol1 co\1taincd in monthly account statements ~cl confinnalions rencelS all transactions processed by Smith Barney, and
as such.sup~des all other rcp&rlS for f1nallcill.ll1.nd tax purposes. Smith Barney is a division and service mark ofCitigraup Global Marlcet$ Inc.
Member SlPC. T
Page 2
Estate Valuation
Date of Death: 06/12/2004
Valuation Date: 06/12/2004
Processing Date: 09/07/2004
1r~tj~ AecolAtft
Estate of: Marlyn L. Reisinger Estate
Account: 746-03295-14
Report Type: Date of Death
Number of Securities: 10
File 10: Reisinger, Marlyn3
1 )
Shares Security
or Par Description
8700.14 Cash (CASH)
OTC
73 Cash (CASH)
OTC
23.13 Cash (CASH)
OTC
Mean and/or Div and Int Security
Adjustments Accruals Value
High/Ask
Low/Bid
B'a..,,(c. JefoS;}~ frOB r-am
Ct.ls~ ba laC(JL
~G'iCOltll.Q \?a(a~.
8,700.14
2)
73.00
23.13
3)
4 )
1000 NUVEEN DIVID ADVANTAGE MUN FD (67066V101)
NYSE
06/10/2004 14.40000
06/1412004 14.26550
14.20000 H/L
14.19550 H/L
14.253667
14,253.67
Prices for 06/14/2004 adjusted for dividend(s): 0.0855
5)
3847 OPPENHEIMER STRATEGIC FDS TR (68380K102)
INCOME FD CL A
NASDAQ
06/10/2004
4.11000 Bid
4.110000
15,811.17
6)
437.529 PIMCO FDS MULTI MANAGER SER (693389439)
PEA INNOVAT B
NASDAQ
06/10/2004
14.92000 Bid
14.920000
6,527.93
7)
2427.691 SALOMON BROS SER FDS INC (795490848)
HI YIELD BD B
NASDAQ
06/10/2004
8.05000 Bid
8.050000
19,542.91
8) 651 GENERAL MTRS ACCEP CORP (370425407)
NT 7.25%
NYSE
06/10/2004 24.93000 24.78000 HIL
06/14/2004 24.80000 24.50000 H/L
24.718333
9) 479.51 Cash (CASH) 58 (l Cl: (l; ;?;l J a "'"./ .:Lrc-o oJooAA r;. f) J C I () e;.5--I}
OTC
10) 8870.26 Cash (CASH) Sf?> Ca:f"l-a I knJ kot~ rtLfI}~ C/flt;.$ P
OTC
16,091. 63
479.51
8,870.26
Total Value:
Total Accrual:
Total: $90,373.35
$90,373.35
$0.00
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300. (Revision 6.4.0)
REV-1511 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Marlyn L. Reisinger
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
SSif 205-16-7092
FILE NUMBER
21-04-0598
06/12/2004
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES:
Etzweiler Funeral Home
324.80
funeral service
2
Prospect Hill Cemetery - funeral costs
250.00
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
3.
Attorney's Fees Robert Clofine, Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
4,000.00
City
Relationship of Claimant to Decedent
State
Zip
4.
Register of Wills
275.00
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Cumberland County Law Journal - executor advertisement
75.00
2
Firestone - inspection needed to sell 2000 Nissan Maxima
333.13
3
Nationwide Insurance Company - auto insurance premium for 2000
Nissan prior to sale
377.85
4
Penn DOT - fee to transfer 2001 Mazda Miata
64.50
5
The Sentinel Newspaper - executor advertisement
156.83
TOTAL (Also enter on line 9, Recapitulation) $ 5,857.11
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
REV -1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marlyn L. Reisinger
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSif 205-16-7092
06/12/2004
FILE NUMBER
21-04-0598
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Cingular Wireless - cell phone bill
AMOUNT
35.91
2
Community Life Team EMS - unreimbursed medical expense
480.00
3
Obermayer Rebmann Maxwell & Hippel, LLP - legal services
1,115.00
4
Quantum Imaging - unreimbursed medical expense
10.53
5
Verizon - telephone bill
4.31
6
Veterans Administration - unreimbursed medical expenses
331.00
7
Waypoint Bank Checking Account if90057332 - checks cleared after
death
1,036.00
TOTAL (Also enter on line 10, Recapitulation) $ 3,012.75
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marlyn L. Reisin,e;er
REV-1513 EX + (9-00)
NUMBER
I.
SCHEDULE J
BENEFICIAR IES
SSfI 205-16-7092
06/12/2004
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Son
FILE NUMBER
21-04-0598
AMOUNT OR SHARE
OF ESTATE
All residue
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(aX1.2)]
Mark L. Reisinger
1121 Saffron Drive
Mechanicsburg, PA 17050
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
0.00
Form REV-1513 EX (Rev. 9-00)
RFV-4R~ FX+ (~.om ~
Department of Revenne; Bureau of
Colledions & Taxpayer Services;
140 North Duke St.
York, PA 17401-1110 )
SAFE DEPOSIT BOX
INVENTORY
Please Print or Type
MUST BE COMPLETED BY REPRESENTATIVE OF FiNANCiAL iNSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS
COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER
21-04 0598 205-16-7092
, DECEDENT'S NAME (LAST, FIRST, MiDDLE)
Reisinger
. ADDRESS OF DECED~T (STREET) (CITY)
20 North 12 Street Lemoyne
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
(NAME) ...
Robert Clofine, Esquire
(STREET NAME)
120 Pine Grove Commons
DATE OF DEATH
June 12, 2004
(STATE)
PA
(ZIP CODE)
17043
(CITY)
York
(STATE)
PA
(ZIP CODE)
17403
NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING
a. (NAME) (RELATIONSHIP)
MarIe L. Reisinger Executor
(STREET NAME) (CITY) (STATE) (ZIP CODE)
1121 Saffron Drive Mechanicsburg PA 17050
b. (NAME) (RELATIONSHIP)
Robert Clofine, Esquire A 'E"Eorri@y
(STREET NAME) (CITY) (STATE) (ZIP CODE)
120 Pine Grove Commons York PA 17403
c. (NAME) (RELATIONSHIP)
(STREET NAME) (CITY) (STATE) (ZIP CODE)
. NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
(NAME)
rl&T Bank
(CITY)
York
(STATE)
PA
(ZIP CODE)
17403
(STREET NAME)
2055 South Queen Street
I NAME OF PERSON MAKING LAST ENTRY
Mark Reisinger
DATE OF CONTRACT TO RENT BOX NUMBER OF BOX
01/29/1975 1149
NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX
a. (NAME)
Marlyrr L. Reisinger
(STREET ADDRESS)
20 North 12th Street
(CITY) (STATE) (ZIP CODE)
Lemoyne PA 17043
. NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY
DATE AND TIME OF LAST ENTRY
06/14/2004 4:44 p.m.
, TITLE UNDER WHICH BOX IS REQUESTED
Marlyn L. Reisinger/Kathryn E. Reisinge
b. (NAME)
Kathryn E. Reisinger
(STREET ADDRESS)
(pre-deceased)
(CITY)
(STATE)
(ZIP CODE)
WAS A WILL IN THE BOX? 0 YES 00 NO
If yes,
a. Date of will:
b. Name and address of personal representative, If named In the will
(NAME)
Mark L. Reisinger .
(STREET NAME)
1121 Saffron Drive
(CITY)
Mechanicsburg
(STATE)
PA
(ZIP CODE)
17050
c. Name and address of attorney, if any
(NAME)
Robert Clofine, Esquire
(STREET NAME)
120 Pine Grove Commons
(CITY)
York
(STATE)
PA
(ZIP CODE)
17403-5151
SAFE DEPOSIT BOX INVENTORY Page
1
of i.
INSTRUCTIONS
(1) Cash: Report total only.
(2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be
designated by name of company, certificate number, date of certificate, name in which stock is registered, and
number of shares and class of stock.
(3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and
type of ownership, Le., jointly held, payable on death, etc.
(4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds)
(5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book,
name of bank and branch, and balance.
(6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible.
(7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully
as possible.
(8) All other contents,
ITEM ITEM DESCRIPTION
NO.
1 Car title for 2000 Nissan Sedan - VIN #JN1CA31AOYT~O~264
2 ear title for 2001 Maza! Conv - VIN #JM1NB353010213391
3 US Proof Set 1776-1976 ~. "3?,
" " " 1974 ,
4 \
5 " " " 1978
6 " " " 1981
7 " " " 1984
!
8 " " " 1977 I
9 " " " 1973 /
10 " " " 1982
11 " " " 1983 .J..-
12 5 Silver Certificate $1 bills 51 00
13 4 $2 Bills If. On
.
14 Miscellaneous old deeds
15 Powers of Attorne~
.
.,
\
\
I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS PERSON RECEIVING COpy OF
CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. SAP-E DEPOSJT BOX INVE ..
SIGNATURE S /7/!~ e/~
, H'---
PRINT NAME ... PRINT NAMt AND CHECK APPROPRIATE BOX BEL~:
!\Qbt;!'t etlQHI1~ .
'.'~ .- Mark . Reisinger
PRINT TITLE DATE CHECK APPROPRIATE BOX:
Attorney for Estate ~ecutor(trix) o Administrator(trix)
o Estate Representative o Joint owner of safe deposit box
NOTE: Attach additional 8'/{t x 11" sheet(s) if necessary or use duplicates of this page of form.
I ,
LAST WILL AND TESTAMENT
OF
MARL YN L. REISINGER
I, MARL YN L. REISINGER, currently a resident of and domiciled in York
Township, York County, Pennsylvania, do hereby make, publish and declare this to be
my Last Will and Testament, hereby revoking all Wills and Codicils at any time
heretofore made by me.
ITEM I: Personal Effects. I give and bequeath all of my tangible personal
property, exclusive of any such property used in a trade or business, together with all
policies of insurance thereon, to my son, MARK L. REISINGER, or ifhe does not
survive me, to his issue who survive me, per stirpes. If my son disclaims any portion of
this bequest, the disclaimed portion shall be distributed as part of the bequest to my wife
under Item II of this Will. I request that my Executor and my issue abide by any
memorandum by me directing the disposition of this property or any part thereof. This
request is precatory and not mandatory.
ITEM II: Specific Bequest. Ifmy wife, KATHRYN E. REISINGER, survives
me by one hundred fifty (150) days, I give, devise and bequeath to my wife cash,
securities or other property of my estate having a value equal to the amount, if any, that
my wife would be entitled to receive if my wife exercised her elective share rights as set
forth in Section 2201 et seq. of the Pennsylvania Probate, Estates and Fiduciaries Code;
provided, however, the amount of this bequest shall be reduced by the value of all
property and interests in property passing to my wife as a result of my death other than
pursuant to this bequest. My Executor shall have the sole discretion to select the assets
which shall constitute this bequest.
If my wife does not survive me by one hundred fifty (150) days, or in the event my
wife (or her legal representative) disclaims any portion of this bequest, the same shall be
distributed as part of the residue of my estate.
ITEM III: Residuary Bequest. I give, devise and bequeath all the rest, residue
and remainder of my estate to my son, MARK L. REISINGER, or ifhe does not survive
me, to his issue who survive me, per stirpes.
-1-
I ,
ITEM IV: Executor. I appoint my son, MARK L. REISINGER, as Executor of
this Will. If my said son shall be unable or unwilling to serve or continue to serve, then I
constitute, make, and appoint my son's wife, TAMARA S. REISINGER, as Executrix to
exercise the same powers.
ITEM V: Executor Powers. All Executors (which term whenever used herein
shall include "Executrix") serving hereunder shall do so without bond or other security in
any jurisdiction. In addition to powers given them by law, all Executors acting under this
Will shall have the following powers, applicable to all property held by them, effective
without court order and until actual distribution:
(a) To retain any or all of the assets of my estate or trust, real or personal,
without regard to any principle of diversification or risk.
(b) To sell at public or private sale, to exchange, or to lease for any period of
time, any real or personal property and to give options for sales, exchanges or leases, for
such prices and upon such terms or conditions as they deem proper.
(c) To invest in all forms of property without restriction to investments
authorized for Pennsylvania executors.
(d) To disclaim on my behalf any property or interest in property which would
otherwise have passed to me by any means prior to my death.
( e) In general, to exercise all of the powers in the management of my estate
which any individual could exercise in the management of similar property owned in their
own right, upon such terms and conditions as my Executors may see best, and to execute
and deliver any and all instruments and to do all acts which they may deem proper or
necessary to carry out the purposes of this my Will, without being limited in any way by
the specific grants of power made, and without necessity of a court order.
ITEM VI: Beneficiaries Under 21. Ifany share of my estate becomes
distributable to a beneficiary who has not attained the age of twenty-one (21) years, then
the same shall be paid to a custodian for the beneficiary under the Pennsylvania Uniform
Transfers to Minors Act. The custodian shall be selected by my Executor, and may be my
Executor or the minor's parent. The receipt of the custodian shall be a full discharge of
my Executor.
-2-
I ,
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal to
this, my Last Will and Testament, consisting of three (3) pages, this 1..(" day of
~ ,2000.
~
In ~. -
MARL~ REISINGER
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED by the above Testator as and for
his LAST WILL, in the presence of us who thereupon at his request, in his presence and
in the presence of each other have hereunto subscribed our names as witnesses:
yo ILk r r"1t-
Address
Name
~
..'
.
Name
/, .
k1tUILL
I I I. )
i,A ~-yr)
(. .: l
Address
7}'1
-3-
I ,
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF YORK )
I, MARL YN L. REISINGER, the 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 that I signed
it willingly and as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and acknowledged before me by MARL YN L. REISINGER,
the Testator, this~ day of ~/Jfili xn.b, ^- ,2000.
~ _tk. -~dt p" - f
Nota Public
m~~~~
MARL YN L. REISING R
[-'- Nolarial Seal
Mlchole L, Ramp, Notary Public
York, York County
.;!!, CQmm\e~lon Expires Oct. 13. 2001
-4-
I ,
COMMONWEALTH OF PENNSYL VANIA
)
) SS:
)
COUNTY OF YORK
We, ~I:r t/CPltL and M'-Ci1t1e :5frlYtL
witnesses, whose names are signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw the Testator sign
and execute the instrument as his Last Will; that the Testator signed willingly and executed it
as his free and voluntary act for the purposes therein expressed; that each subscribing witness
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 the time 18 or more years of age, of sound mind and
under no constraint or undue influence.
Sworn to or affigned and subscribed to bMefore me by
, t /1)' and ~e
witnesses, this day of s..e .,--
SfrlM-
,2000.
Witness
~'Ju~~'
Witness
~2aMj
Not Public
[:-
Notarial Seal
Michele L. Ramp, Notary Public
York, Yorl\ County
My Commission Expires Oct. 13,2001
l___' .
-5-
Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Estate of Mar1yn L. Reisinger
No. 21-04-0598
Date of Death 06/12/2004
also known as
, Deceased Social Security No. 205 -16 - 7092
Mark L. Reisinger,
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 which appears in a memorandum at the end of this
Inventory. I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Represent
Name of
Attorney:
Robert C1ofine, Esquire
Signature:
I.D. No.:
37190
Signature:
Address:
120 Pine Grove Commons
Address:
1121 Saffron Drive
York, PA 17403-5151
Mechanicsburg, PA 17050
Telephone: 717/747 - 5995
Telephone: 717/728-1548
Dated:
Description
Value
;,,~'-_.-.
'-.-'
(See continuation page(s) attached)
Co,)
C)
(Attach additional sheets if necessary)
Total:
168,218.58
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form1lRW-7 (1992)
Estate of:
Date of Death:
County:
INVENTORY
Marlyn L. Reisinger
06/12/2004
Cumberland
CASH:
Columbia Gas - refund
Commerce Bank Checking Account
{f513101121
Accrued income through date of
death
Essex House - refund of
deposit on apartment
Nationwide Insurance Company -
refund of unearned tenant
insurance premium
Nationwide Insurance Company -
refund of unearned auto
insurance premium
Nationwide Insurance Company -
refund of unearned auto
insurance premium
Waypoint Bank Savings Account
{f10082666
Accrued income through date of
death
Waypoint Bank Checking Account
{f90057332
Waypoint Bank Checking Account
1190828435
-1-
79.67
2,030.99
0.07
947.50
47.50
250.00
45.00
794.80
0.06
22,696.63
389.67
27,281. 89
PERSONAL PROPERTY:
2000 Nissan Maxima - sale
price
2001 Mazda Miata - appraised
value
Big Screen Television - sale
price
Miscellaneous coins - face
value
STOCKS/LISTED:
2,000 shares General American Invest
5.95%
500 shares General E1ec Cap Corp
Medium 4% 5/15/15
349 shares General Mtrs Accept
Corp 7.25%
55 shares Met1ife, Inc.
Smith Barney Account
{f746-04101-16: Bank Deposit
Program
14,000.00
10,665.00
800.00
34.24
47,173.33
47,500.00
8,626.70
1,977.98
10,159.44
TOTAL RECEIPTS OF PRINCIPAL...............
-2-
25,499.24
115,437.45
168,218.58
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
March 11, 2005
Telephone
(717) 787-3930
FAX (717) 77~~f412
C:::;::'}
ifo~-.J'''I
Robert Clofine
Attorney at Law
120 Pine Grove Commons
York, PA 17403-5151
..-....
..
J,:-
c..J1
Re: Estate of Marlyn L. Reisinger
File Number 2104-0598
Dear Sir/Madam:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before 09/12/05. Because Section 2136
(d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be
granted that would exceed the maximum time permitted.
-, /
Sincerely, C-t~
/J ,/1".
~~ '/'jJ~~
Claudia Maffei, supenW'aU
Document Processing Unit
Inheritance Tax Division
""L
Q...
BUREAU OF INDIVIDU~k rir~USC
INI-ERITANCE TAX D1\11510N--'
PO BOX 280601
HARRISBURG PA 11128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOHANCE OR DISALLOHANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
7nns HitV "0 PI"I' If?" 40
...u,",'" i.;; l L ~
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-23-2005
REISINGER
06-12-2004
21 04-0598
CUMBERLAND
101
CLERK OF
ORPI-llir"" r'o' 'P-I
, ",-"..';jc'ti. U"
ROBERTe!:!IM8.1.n'F/Fif"<(I) D',
120 PINE GROVE COMMONS"
YORK PA 17403
*'
REV-1547 EX AFP (03-05)
MARLYN
L
Amount R_itt.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
ItIV_"MI:,."tf.'nW'l"ft~'U'S'.'Wtm.W.!MMArt'&mM.'IW.IWllITftMM1':."tCr.!III'&mM.IlTt'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF REISINGER MARLYN L FILE NO. 21 04-0598 ACN 101 DATE 05-23-2005
TAX RETURN HAS: I X) ACCEPTED AS FILED
) CHANGED
I~ an assessment was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will
r~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. Anount of Line 14 at Spousal rate (15)
16. ~ount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate l17l
18. ~unt of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Du.
X ED :
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schadule C)
4. MortgageslNotes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers [Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
IS)
(6)
(7)
.00
115.437.45
.00
.00
52.781. 13
.00
324,046.99
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Horts-ge Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Sovern..ntal Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
5,857.11
3.012.75
Ill)
(12)
(13)
(14)
NOTE:
.00 X
483,395.71 X
.00 X
.00 X
DATE
09-10-2004
03-10-2005
NUMBER
CD004363
CD005039
INTEREST/PEN PAID 1-)
1,012.50
.00
AMOUNT PAID
19,237.50
1,502.81
'\f
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this form with your
tax payment.
492,265.57
8.869 SIi
483,395.71
.00
483,395.71
.00
21,752.81
.00
.00
21,752.81
21,752.81
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU NAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Marlyn L. Reisinger
Social Security No.: 205-16-7092
Date of Death:
6/12/2004
File No.
21-04-0598
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 -2S
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 C rk e Orphans' Court
and may be attached to this report.
Date:
tJ~
Signature
RO
120 PIN GROVE COMMONS
YORK, A 17403-5151
(717) 7 -5995
Counse for Personal Representative
0'1
.e-:. .1
,
!-,
l-~