HomeMy WebLinkAbout08-26-1015D5610101
REV-1500 ex co~.~o,
PA Department of Revenue pennsylvanta OFFICIAL USE ONLY
OFiNRTNENl Of REVENUE County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 28o6oi ~
Harrisburg, PA iy~.28-o6oi RESIDENT DECEDENT ~ ~ ~ ~ ~> > ~ ~,,.~
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
197-20-1578 12/04/2009 03/18/1927
Decedent's Last Name Suffix Decedent's First Name MI
SMITH RUTH I
__
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
~ 1. Original Return
O 4, Limited Estate
Cif 6. Decedent Died Testate
(Attach Copy of Will)
O 9. Litigation Proceeds Received
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
O 2. Supplemental Return
O 4a. Future Interest Compromise (date of
death after 12-12-82)
O 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
O 10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
DEBRA HEIKES (717) 825-9445
First line of address
265 QUAKER MEETING ROAD
Second line of address
City or Post Office
WELLSVILLE
State ZIP Code
PA 17365-9759
O 3. Remainder Return (date of death
prior to 12-13-82)
O 5. Federal Estate Tax Return Required
~ 8. Total Number of Safe Deposit Boxes
O 11. Election to tax under Sec. 9113(A)
(Attach Sch. O}
REGISTER OF kVI~LS USE ONLY-
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Correspondent's a-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based en all information of which preparer has any knowledge.
Sj6TIATURE OF PERSON RESPON ISLE F FILING RETURN ~ DATE
~/ ~ ~
ADDRESS
SI TURE OF PR P E THE THAN REPR NTATIV ~ DATE
ADDRESS
WIEDEM & DOUTY C 282 LOWTHER ST #201 LEMOYNE PA 17043 717-774-2828
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610101 ],505610101
T ~
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REV-1500 EX
Decedents Name: RUTH (SMITH
Decedent's Social Security Number
197-20-1578
RECAPITULATION
1. Real Estate (Schedule A) ............................................. 1. 0.00
2. Stocks and Bonds (Schedule B) ....................................... 2. 120,241.35
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00
4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 0.00
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 39,893.99
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 0.00
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested........ 7. 92,377.50
8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 252,512.$4
9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 7,742.35
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. 2,814.19
11. Total Deductions (total tines 9 and 10) ................................. 11. 10,556.54
12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 241, 956.30
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ........................ 13. 18,300.00
14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 223,656.30
TAX CALCULATION • SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a}(1.2} X .0_ 15.
16. Amount of Line 14 taxable
at lineal rate X .0 45 223,656.30 16.
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at coNateral rate X .15 18.
19. TAX DUE ....................................................... ..19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505610105 1505610105
1505610105
10,064.53
10,064.53
O
J
i
REV-1500 EX Page 3
Flle Number
Decedent's Complete Address:
DECEDENTS NAME
RUTH I SMITH
STREET ADDRESS
309 MESSIAH CIRCLE
CITY
MECHANICSBURG
~ G ~:~/~J f i ~~ '„~
STATE ;ZIP
PA 17055
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 10,064.53
2. Credits/Payments
A. Prior Payments ___ _„ 0.00
B. Discount _ _ _ _ 0.00
Total Credits (A + B) (2) 0.00
3. Interest
(3} 0.00
4, if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 10,064.53
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred :.......................................................................................... ^ ^x
b. retain the right to designate who shalt use the property transferred or its income : ............................................ ^ ^x
c. retain a reversionary interest; or .......................................................................................................................... ^ 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ x^
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. ^ (]
3. Did decedent own an "in trust for" orpayable-upon-death bank account or security at his or her death? .............. ^
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a beneficiary designation? ........................................................................................................................ (] ^
lF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is
3 percent [72 P.S. §9116 (a) (1.1) (i)).
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
(72 P.S. §9116 (a) (1.1) (ii)). The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for 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 21 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 percent [72 P.S. §9116(a)(1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, 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 percent [72 P.S. §9116(a)(1.3)). Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1503 EX+ (6-98)
SCNEDt~LE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & 6C>NDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
RUTH 1 SMITH ,,,,,,~ C
e~~ .,~~.,o~, infnt~v.ewned with right of survivorship must be disclosed on Schedule F.
(If more space is neeoea, insert aaainvnai sneers o~ uie same s~~~~
REV-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDVLE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
RUTH I SMITH '~; ~' /'1 ":~ r~ ~' ~ ``"~~ /'.~
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUM6ER DESCRIPTION OF DEATH
1 WACHOViA BANK CROWN CLASSIC BANKING ACCT #1010059149794
BALANCE AT 12/4/2009 PER STATMENT $10,721.25
LESS OUTSTANDING CK #2032 WRITTEN PRIOR T012/04/2009 (2,778.00)
RECONCILED BALANCE AT 12/4/2009 7,943.25
2 WACHOVIA BANK HIGH PERFORMANCE MONEY MARKET ACCT#1010219114967
BALANCE AT 12/4/2009 PER STATMENT 27,950.74
3~ US SERIES I SAVINGS BONDS - 4 $1000 BONDS ~ 4,000.00
TOTAL (Also enter on line 5, Recapitulation) ~ ` 39,893.99
(If more space is needed, insert additional sheets of the same size)
~ Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
ESTATE OF FI4E NUMBER
RUTH I SMITH ,'~ ? ~~~~.~ ~~ (~ ''~~~
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR REUTIDNSHIP TO DECEDENT AND
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH
VALUE OF ASSET % OF DECD'S
INTEREST EXCLUSION
(IF APPLiCABIE) TAXABLE
VALUE
I• INDIVIDUAL RETIREMENT ACCOUNT
WELLS FARGO ACCT#8804-1271
BENEFICIARY -ESTATE OF RUTH ISMIT H
33,451.68 100 33,451.68
2 NON-QUALIFIED ANNUITY
WESTERN NATIONAL LIFE INS CO ACCT#75073943
BENEFICIARIES-DEBRA HEIKES AND DEANNA WINTERLING
24,596.00 100 24,596.00
3 INDIVIDUAL RETIREMENT ACCOUNT
WACHOVIA BANK ACCT#75073945
BENEFICIARIES-DEBRA HEIKES AND DEANNA WINTERLING
34,329.82 100 34,329.82
TOTAL (Also enter on line 7, Recapitulation) $ I 92,377.50
If more space is needed, use additional sheets of paper of the same size.
R~:V-1.51.1. EX+ ;10-09)
~ pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
RUTH I SMITH ~ ~) - ~C~ ~ Ci i (~~ ~P
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1' FRED F GRAFT FUNERAL HOME -FUNERAL SERVICES
ROYERS FLOWERS -FUNERAL FLOWERS
CATHY WILLIS- FUNERAL DINNER
GRAVE MARKER
B. ADMINISTRATIVE COSTS:
1, Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address _______,__
City ----------- -~
Year(s) Commission Paid: __
State ZIP
2. Attorney Fees:
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant
Street Address
4
City _____ _ __ State __
Relationship of Claimant to Decedent
Probate Fees:
S. Accountant Fees:
6. lax Return Preparer Fees:
~~ ADMINISTRATIVE COSTS- POSTATE, UHAUL, AND TELEPHONE CALLS
TOTAL (Also enter on Line 9, Recapitulation) I $
If more space is needed, use additional sheets of paper of the same size.
ZIP ..
4,087.90
90.09
203.74
625.00
323.50
1,500.00
275.00
637.12
7,742.35
REV-1737-7 EX + (6-08)
~ pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
NONRESIDENT DECEDENT
SCHEDULE 1
DEBTS O~ DECEDENT Use Schedule I, Part 2, ONLY for
i proportionate method of tax computation.
MORTQrA6E LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
RUTH !SMITH ~' - ~~=~ -- ~ ~ j
Part 1 must include mortgage liabilities, liens and taxes against the Pennsylvania realty that were due and
owed as of the date of decedent's death.
Complete Part 2 ONLY when the proportionate method of tax computation is elected.
• . •
ITEM
NUMBER DESCRIPTION AMOUNT
1.
TOTAL PART 1 $ 0.0(
' ~ ~ • ~ ~
ITEM
NUMBER DESCRIPTION AMOUNT
~~ MESSIAH VILLAGE -NURSING HOME 2,463.00
2 VERIZON -FINAL TELEPHONE BILL 58.19
3 PA DEPT OF REVENUE- 2009 INDIVIDUAL INCOME TAX BALANCE DUE 293.00
TOTAL PARTS $ 2,814.1 S
TOTAL (Also enter on Line 10, Recapitulation.) $ 2,814.1<,
(It more space is needed, use additional sheets of paper of the same size)
REV-1737-7 EX + (~pg)
REVERSE
~ pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
NONRESIDENT DECEDENT
ESTATE OF FILE NUMBER
RUTH 1 SMITH ~--' _ ~} •~,
~l~~~ ~.~~~~~
When flat rate method is elected, list the beneficiaries of the Pennsylvania property.
When proportionate method is elected, list all beneficiaries.
RELATIONSHIP TO
ITEM DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions and Vansfers under Sec. 2116 (a)(1.2)]
1.
JERRY RUPPERT 206 BELGIN DR SPRING CITY PA 19475 SON 15.00
2 JUDY RUPPERT 3235 GLEN HOLLOW DR DOVER PA 17315 DAUGHTER 15.00
3 JAMES RUPPERT 100 HILLSIDE RD CAPONSVILLE MD 21228 SON 15.00
4 JOLENE RUPPERT 3235 GLEN HOLLOW DR DOVER PA 17315 DAUGHTER 15.00
5 DEBRA HEIKES 265 QUAKER MEETING RD WELLSVILLE PA 17365 DAUGHTER 15.00
6 DEANNA WINTERLING 604 PLEASURE RD LANCASTER PA17603 DAUGHTER 15.00
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON REV-1737 COVER SHEET OR THE PROPORTIONATE METHOD WORKSHEET ON THE REVERSE SIDE
OF REV-1737 COVER SHEET, AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE ANO GOVERNMENTAL DISTRIBUTIONS
1 • SALAVATION ARMY
131 SOUTH QUEEN STREET LANCASTER PA 17603-5317
9,150.00
2 ~ MENNONITE CENTRAL COMMITTEE INTERNATIONAL PROGRAM
221 SOUTH 12TH STREET AKRON PA 17501-0500 9,150.00
TOTAL OF PART II
(Enter total non-taxable distributions on Line 13 of REV-1737 cover sheet.) $18,390.00
(If more space is needed, use additional sheets of paper of the same size)
ESTATE OF RUTH I. SMITH
# 21-09-01196
SCHEDULE B ATTACHMENT
WELLS FARGO ACCT # 5509-8598
DATE OF DEATH MARKET VALUES
DOD
STOCK MARKE T VALUE # OF SHARES TOTAL DOD
SYMBOL PER SHARE AT DOD VALUE
CSRSX $ 46.09 80.207 $ 3,6'96.74
DGAGX $ 34.34 173.817 5,968.88
AEGFX $ 39.20 61.482 2,4:10.09
FSXIX $ 9.10 1,428.012 12,994.91
FSMXX $ 1 .00 3, 571.44 3, 5'71.44
TBGIX $ 13.52 434.135 5,869.51
MGFIX $ 24.26 290.014 7,035.74
MWTH $ 9.89 1,013.069 10,0:19.25
PTTRX $ 10.96 650.807 7,132.85
PEBIX $ 10.39 336.125 3, 4!a2 . 34
TYHYX $ 8 . 94 805.22 7, 1!~8 . 66
PRWBX $ 4.85 2,553.47 12,384.33
WUSDX $ 8.36 1,419.857 11,870.00
MNSGX $ 10.43 1,130.613 11,792.29
TGLMX $ 10.20 1,277.476 13,030.26
BANK DEPOSIT
SWEEP 1, 7"74.06
120 241.35
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Consolidated Statement
03 1010059149794 752 30 0 9 SAFEKEPT Replacement Statement 075
... Crown Classic Banking
Daily Balance Summary
Dates Amount Dates Amount Dates
11/16 9,578.39 12/03 10,596.58 12/14
11/20 9,483.89 12/04 10,721.25 12/15
11/23 8,952.38 12/10 6,451.25
12/02 9,503.58 12/11 6,361.16
,.,,_ High Performance Money Market
Account number: 1010219114967
Account owner(s): RUTH I SMITH
Account Summary
11/14/2009 thru 12/15/2009
Amount _ ~„~ ,- ~_ r~~t
_ ~ / t
3,aa6.5o
3,846.88 -~~
..~
Opening balance 11/14 $27,945.84
~ ,....
,.. ~.
Interest paid 4.90 + "~ "' ' /
Closing balance 12/15 $27,950.74 / ` ~.
.~'''~.
Deposits and Other Credits ~ ~~~
1~~~
Date Amount Description
12/15 4.90 INTEREST FROM 11/14J2009 THROUGH 12/15/2009
Total $4.90
Interest
Number of days Chis statement period 32
Annual percentage yield earned 0.20 t
Average interest balance $27,945.84
Interest earned this statement period $4.90
Interest paid this statement period $4.90
Interest paid this year $98.66
Interest Rate Summary
Dates Rate $ Dates Rate ~ Dates
11/14 - 12/15 0.20
Daily Balance Summary
Dates Amount Dates Amount Dates
12/15 27,950.74
WACHOVIA BANK, N.A. EAST HEMPFIELD
Rate ~
Amount
page 3 of 5
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As of Date: 02/Oy/2U1C
2009 FORM 5498
Sub /Branch / Rep /Account No
020 / L4 / L42X / 75073945
RUTH 1 SMITH
265 QUAKER MEETING RD
WELLSVILLE PA 17365-9759
+, ~
..._.~....w..•~.-•-~.~-
Wachovia bank, N.A. as Custodian
Customer Service:
800-669-2136
Participant's Name and Address:
RUTH i SMITH
265 QUAKER MEETING RD
WELLSVILLE PA 17365-9759
5498 -IRA Contribution Information
~~ ....~
~ Cr ~;~ ~`-~ C.~ ` ~ C,~ I 1 .~ ~,
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Issuer's Name and Address:
WACHOVIA BANK, N.A.
401 SOUTH TRYON STREET
CHARLOTTE, NC 28288-1164
Issuer's Federal Identification No: 56-1354525
Participant's Social Security Number: 197-20-1578
Your Account Number: 0197201578
Copy B For Participant OMB No. 1545-0747
IRS Box No. Description Amount
1
-- ~ _ -_
`--- ~`_ .'-- IRA CONTRIBUTIONS (OTHER THAN AMOUNTS IN BOXES 2-4 AND 8-10)
'-`~_____._. ___ ---------- - -
_~__ $0.00
~ ~
2 ROLLOVER CONTRIBUTIONS $O.UO
3
_-- __ ..- -. _-._-- ------. _ BOTH IRA CONVERSION AMOUNT
.. _~.---.--.----._._.~___ ~_._.___._...___-- -.._ __T _ .._ $~•~~
~1 RECHARACTERIZEO CONTRIBUTIONS $0.00
5 FAIR MARKET VALUE OF ACCOUNT $34,329.82
6 LIFE INSURANCE COST INCLUDED IN BOX 1 $0.00
---.-_-__ __? .._..----._ ___ IRA ~------- SEP ~- ^ SIMPLE _~__- BOTH IRA ~ __.- --. .__ _
_ _ __ 8 _ _ _
~ SEP CONTRIBUTIONS
_ $0.00
9
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. SIMPLE CONTRIBUTIONS
_
-__~-_~._.___ _~
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. $0.00
.
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BOTH IRA
CONTRIBUTIONS $0.00
11 IF CHECKtD, REQUIRED MINIMUM DISTRIBUj IONS FOR 2010
12a RMD Date
_
12b RMD Amount $0.00
The above is important tax information and is being furnished to the Internal Revenue Service. See instructions an reverse.
REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
CERTIFICATE OF
GRANT OF LETTERS
No. 2009- 07796 PA No. 27- 09- 7796
Estate Of : RUTH IRENE SMITH
(first, Middle, Last!
Late Of : MECHANICSBURG BOROUGH
CUMBERLAND COUNTY
Deceased
Social Security No: 797-20-7578
WHEREAS, on the 28th day of December 2009 an instrument dated
December ISth 2008 was admitted to probate as the last will of
RUTH IRENE SMITH
(First, Middle, Last)
late of MECHAN/CSBURG BOROUGH, CUMBERLAND County,
who died on the 4th day of December 2 009 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA EARNER STRASBAUGH , Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
DEBRA E HE/KES and JAMES RUPPERT
who have duly qualified as EXECUTOR(R/X)
and have agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CA RL lSL E, PENNS YL VAN/A .
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 28th day of December' 2009.
! ~ .~
eglster o l _
,(
eputy
* *NnTF* * D T,T. nT11 n~r~c~ r nnrrr. r ,,,,,-, * ,-, ~ ,-,~.....~.~. - --
LAST WILL AND TESTAMENT
OF
RUTH I. SMITH
I, RUTH I. SMITH, of the Township of East Hempfield, County
of Lancaster and Commonwealth of Pennsylvania, do make, ,publish
and declare this as and for my Last Will and Testament, hereby
expressly revoking all wills and codicils made by me heretofore,
and dispose of my estate as follows:
ITEM 1: I direct the payment of my legally enforceable
debts and funeral expenses, including a suitable and proper grave
marker, as soon as conveniently can .be done following my decease.
ITEM 2: I direct that all State and Federal Transfer
Inheritance Tax, Estate Tax, Succession Tax or any other taxes, of
any kind whatsoever, including any interest, assessments or
penalties thereon, that may become due and payable by virtue of my
death, or by virtue of the passing of any property either under my
Last Will and Testament, or in any other manner, shall be paid by
my estate, just as if such taxes were my debts, and no beneficiary
-- shad-1-----be---r-equ-red----to--- pay•--or -refund-- any--part---~~thereof-~-~-----Taxes-~~sri -----
future interests may be prepaid.
ITEM 3: All of the rest, residue and remainder of myr-gstate ^',
of whatsoever nature and wheresoever situate, I give, devi~se',~ld f`~i `,y. ..~
~ i~ i C ) ~ ;
bequeath as follows : `~•~:~^;:~~ cv `-
;_
~~ • ._.s. '• i
` -' .3~~ ... ~ S
,' ~
A. Five (5~) percent to the SALVATION ARMY, 131 South
Queen Street, Lancaster, Pennsylvania 17603-5317.
B. Five (5~) percent to the MENNONITE CENTRAL
COMMITTEE, INTERNATIONAL PROGRAM, 221 South 12th
Street, Akron, Pennsylvania 17501-0500.
C. Ninety (90~) percent equally unto my children,
JERRY RUPPERT, JUDY RUPPERT, JAMES RUPPERT, JOLENE
LIEK, DEBRA HEIKES and DEANNA WINTERLING. The
share of any thereof deceased at my death with
issue surviving shall pass by representation to
such issue surviving. The share of any thereof
deceased at my death without issue surviving shall
lapse in f avor of the others, if surviving, or if
any of the others is not surviving, but leaves
issue surviving, his or her share shall pass unto
his or her surviving issue, per stirpes.
ITEM 4: I nominate, constitute and appoint my daughter,
DEBRA. HEIKES, and my son, JAMES RUPPERT, be the Co-Executors of
this, my Last Will and Testament. I direct that my Executors be
paid the normal commission for fulfilling their duties hereunder.
No Executors shall be required to give bond.
ITEM 5: Wherever the context requires, the masculine gender
shall include the feminine and neuter gender, and vice versa, and
the singular shall include the plural, and vice versa.
2
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
15th day of December, 2008.
r
• --t.
RUTH I. SMITH
Signed, sealed, published, acknowledged and declared by the
above-named Testatrix, RUTH I. SMITH, as and for her Last Will and
Testament, in the presence of us, who, at her request, in her
presence and in the presence of each other, have hereunto sub-
scribed our names as witnesses thereto.
~ ~ of ~~, ~~
v~
o f L P~«s~-~ ~ ~
3
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF LANCASTER
SS:
I, RUTH I. SMITH, Testatrix, who signed
ment, having been duly qualified according
that I signed and executed the instrument as
act for the purposes therein contained.
Sworn to or affirmed
acknowledged before
RUTH I. SMITH, the
Testatrix, this 15th
of December, 2008.
the foregoing instru-
to law, acknowledge
my free and voluntary
and ~ :~ ~~,.
.e by -
RUTH I. SMITH
day
COMMOf3WEALTM fJ~ I~NRlSI~LVAiNii~
i
Notary Public
Notarigl 5aaf ;
Cynthia f\. Claxton, Notary Puhiir.
Manhaim 7wp., faroaster County
My Commission Expires April 4, 2008
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF LANCASTER
We, the undersigned witnesses who signed the foregoing
instrument, being duly qualified according to law, depose and say
that we were present and saw Testatrix sign and execute the
instrument as her Last Will and Testament; that she signed and
executed it willingly as her free and voluntary act for the pur-
poses therein expressed; that each of us in her sight and hearing
signed the Will as witnesses; that Testatrix is known to each of
us; and that to the best of our knowledge and observation the
Testatrix was at that time of sound mind and under no constraint
or undue influence.
Sworn to or affirmed and
subscribed to before me by
~r'~i',~ i l ti1ti ~,~ ~ (~' g _~'~' ~' ~; and
witnesses, this 15th day of
December, 2008.
Notar~ Pub is
tiV~f~r1>n.'fM Or P.,,~„~,.N -.SYI.VA~~
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NCtar1a15eal Pubtic
Cynthia R. Claxti a~Na ~~( CoUnC,l
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ESTATE OF RUTH I SMITH
DEBRA E HEIKES EXECUTRIX
JA~~~IES E RUPPERT EXECUTOR
265 QL?~KER MEETING RD.
''ELLS<<ILLE, PA 17365
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