HomeMy WebLinkAbout02-0722
LAST WILL AND TESTAMENT
21-2002-722
I, MARY E. WRIGHTSTONE, of the Borough of Mechanicsburg, County of
Cumberland and State of Pennsylvania, being of sound mind, memory and understanding, do make,
publish and declare this to be my Last Will and Testament, hereby revoking and making void all
former wills, codicils and other testamentary dispositions by me at any time heretofore made.
1.
I direct my Executrix, hereinafter named, to pay as soon as practicable after my decease
all my legally enforceable debts and the expenses of my last illness and burial.
2.
I give, devise and bequeath all the rest, residue and remainder of my Estate, whatsoever
and wheresoever situate, unto my sister, Ruth N. Wrightstone, providing she shall survive me by sixty
(60) days.
3.
Should my said sister, Ruth N. Wrightstone, predecease me or die on or before the
sixtieth (60~") day following my death, then and in that event, I dispose of my estate as follows:
A. I give and bequeath ten (10%) percent of my distributable Estate, before payment of
Federal, State or other death taxes, unto St. Paul United Church of Christ, of
Mechanicsburg, Pennsylvania.
B. I give, devise and bequeath all the rest, residue and remainder of my Estate after
payment of all Federal, State and other death taxes as follows:
(1.) Eighty (80%) percent thereof I give, devise and bequeath to my brother,
Ralph H. Wrightstone, and my sister-in-law, Barbara Wrightstone, as Tenants by
Entireties.
(2.) I give, devise and bequeath twenty (20°~°) percent thereof to my nephew,
Craig R. Parker.
4.
I direct that all taxes that may be assessed in consequence of my death, of whatever
nature and by whatever jurisdiction imposed, shall be paid from my residuary Estate as a part of the
expense of administration of my Estate and shall not be paid from the bequest to St. Paul United
Church of Christ, of Mechanicsburg, Pennsylvania
5.
I hereby nominate, constitute and appoint my said sister, Ruth N. Wrightstone,
Executrix of this my Last Will and Testament. Should my said sister fail to qualify or cease to act as
Executrix, I hereby appoint my brother, Ralph H. Wrightstone, Executor of this my Last Will.
6.
I direct that my representative, as well as her successor, shall not be required to give
bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, MARY E. WRIC~HTSTONE, the Testatrix, have
y~
hereunto set my hand and seal to this my Last Will and Testament on this to day of
~.~,a,2~y~y , 2002.
_y1?,~,,=r~~~;' ~' ;~ (SEAL)
M~:R~NE. WRIGH TONE
Signed, sealed, published and declared by the above named MARY E.
WRIGHTSTONE, as and for her Last Will and Testament in the presence of us, who at her request
and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses
thereto.
.,
Witness
;;,,~~/,~~~~!!' ~,
Witness
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, MARY E. WRIGHTSTONE, Testatrix, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will, that I signed it willingly, and that I signed it as my
free and voluntary act for the purposes therein expressed.
! Sworn to°acknowledged before me by MARY E. WRIGHTSTONE, the Testatrix,
this ~' `"~ day o ~~' ~ ~ ~"u ~ ~- ~ ~ , 2002.
~ /~ .L~:~~ c~i (SEAL).
N
- r~ :-~~.
Notarial Seat
C rl Guerriero, Notary PubtiC
eehanicsburg eoro. Cumber~and County
My Commission F,xpirws May 18, 2002
Member, Pennsylvania Association of Notarwe
~-
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
W e, ,
the 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 anti saw the Testatrix, MARY E.
WRIGHTSTONE, sign and execute the instrument as her Last Will„ that she signed willingly and that
she executed it as her free and voluntary act for the purposes therein expressed, that each of us in the
hearing and sight of the Testatrix, signed the Will as witnesses, and that to the best of our knowledge
the Testatrix was at that time 18 or more years of age, of sound mind. and under no constraint or undue
influence.
Sworn to and subscribed before me by Z~Aw.~ ,J S~~ti~~~
and, ~ L~, L, S ~~a _, witnesses, this ,~ day
of ,-- ~ , 2002.
Witness
oC'G- ,~'u~Z
~iti~~-
,Wi ss
-i'
Not~ria e9t
Charlyn Y. Guerti ro, Notary Pt'blic
Mechanicsburg Boro, Cumberlamf County
My Commission Expires May t8, 2002
Member, Pennsylvania Ass~xiation Ot Notaries
~ ~
CERTIFICATION OF NOTICE UNllER RULE 5.6 a
Name of Decedent: Mary E. Wrightstone
Date of Death: July 31. 2002
21-02-0722
Will No. 2002-00722 Admin. No.
To the Register:
I certify that notice of (UeneGcial interest) 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 September 25, 2002
Name
Address
Ruth tv. Wrightstone, 126 W. Portland Street, Apt #1, Mechanicsburg, PA 17055
St. Paul's United Church of Christ, 626 Williams Grove Rd., Mechanicsburg, PA 17055
Ralph H. and Barbara Wrightstone, 317 Arbys Road, Harrisburg, PA 17109
Craig R. Parker, 3154 Harshman Dr., Reynoldsburg, Ohio 43068
(SEE OVER)
Notice has now been given to a{{ persons entitled thereto under Rule 5.6(a) except, NONE
Date: September 25 2002
Signature~/~ ;,~, ~ y~~~
Name William L. Sunday
Address 39 W. Main Street -Suite #1
Mechanicsburg, PA 17055-6230
Telephone (71? 766-9622
Capacity: Personal Representative
X Counsel for personal representative
Shane Parker, 1144 Kay Parkway, Ann Arbor, Michigan 48013
Linda L. Penny, 2700 Cumberland Boulevard, Camp Hi11, PA 17011
Barbara J. Roberts, 360 Harris Hill Road, Shavertown, PA 18708
Inventory of the real and personal estate of
Mary E. Wri~htstone deceased
SUMMARY
Real Estate
Personal Property
TOTAL PROBATE ESTATE
~ 139000.00
131745.53
~ 270745.53
Inventory of the real and personal estate of
Marv E. Wriz;htstone deceased
Brought Forward 101642 32
Other Property
5. Educational Travel Experiences, Inc -Refund
6. The Sentinel -Subscription Refund 175 00
7. Cash on possession 80 35
$. PA Blue Shield-Dental Claim (12/10/01) 238 00
9. Coins found in residence 24 00
10. (2) $20. Travelers Checques 41 36
11. Patriot News -Subscription refund 40 00
12. The Lorenz Corporation -Magazine refund 91 65
13. Household good, furniture and chattels sold at Public Sale Valued at Sale Price 25 95
14. 1993 Dodge Dynasty Sdn @ Public Sale price 5788 00
15. Additional coins and currency found in residence 4000 00
16. The Bon Ton Gift Certificate for $ 115.00 162 28
17. Death benefit under Flexible Premium Deferred Annuity # GA277877 issued by Glenbrook Life 115 00
and Annuity Company on July 21, 1999 to Mary E. Wrightstone as owner and annuitant, having a
Payout Start Date as the later of Annuitant's 90`x' birthday or the 10`h Anniversary of the issue date,
and named the estate of Mary E. Wrightstone as the primary and sole beneficiary.
Date of Death Value
18. St. Paul's United Church of Christ -replacement check for (2) uncashed pay checks 16598 53
19. Nationwide Mutual Insurance Company -Automobile Insurance cancellation credit refund 462 04
20. Partial Set Sterling Silver $ 200.00 110 10
Odd Sterling pcs 60.00
Asst Comm Coins 150.00
Asst Coins 90.00
134 Plates 300.00
Valued (a~ Appraisal 800.00
21. Clothing 800 00
22. Verzion -Credit balance Refund 3 00
23. TV Guide 2 42
24. Refund Due - U.S. Income Tax 34 61
1310 92
TOTAL PERSONAL, PROPERTY 131745 53
3
Inventory of the real and personal estate of
Mary E. Wri~htstone deceased
Brought Forward , 1185 ~ 27
3. Stock and Bonds (continued )
Brought Forward $ 7315.50
Number of Bonds Date Issued Number
2 9/12/00 R164455630EE $ ;108.56
9/12/00 R164455631EE 108.56
2 10/11/00 R164656791EE 108.16
10111/00 R164656792EE 108.16
2 11!13100 R165919042EE 106.88
11/13/00 R165919043EE 106.88
2 12/11/00 R166132508EE 106.56
12/11/00 R166132509EE 106.56
2 1117/01 R166427149EE 106.16
1/17/01 R166427150EE 106.16
2 2(12/01 R167157874EE 105.84
2/12/01 R167157875EE 105.84
2 3/14/01 R167360928EE 105.44
3/14/01 R167360929EE 105.44
2 4J13/O1 R167554808EE 105.12
4!13101 R167554809EE 105.12
2 5/23/01 R167807735EE 104.00
5/23/01 R167807736EE 104.00
2 6/14/01 R168600765EE 103.60
6/14/01 R168600766EE 103.60
2 8/08!01 R169571010EE 102.96
8/08/01 R169571011EE 102.96
Total Stocks and Bonds $ 9642.06 9642 06
4. LIFE INSURANCE PAYABLE TO ESTATE
1. Office of Federal Employe es' Group Life Insurance -
Group Policy # 1 7000-G $ 9500.00
2. The Prudential Insurance Company of America
Whole Life Policy # 63 602 578 603Ei5.29
3. The Prudential Insurance Company of America
Whole Life Policy # 22 228 767 20949.70
TOTAL Life Insurance Payable to Estate $ 9081.4.99
Carried Forward I 101642 132
2
Inventory of the real and personal estate of
Marv E. Wriqhtstone
deceased
REAL ESTATE:
All that certain house and lot of ground known and numbered as 309 South York Street, Mechanicsburg, PA
Tax Parcel No. 20-24-0785-383
Valued @ appraised value ..................................
'Total Real Estate .............................................
PERSONAL PROPERTY:
Partnership Property
1. 7.23% ownership per schedule K-1 in a partnership know as HRIC, a partnership, an investment
club organized by some members of St. Paul's United Church of Christ, of Mechanicsburg, PA.
Stocks and Bonds
1. (135) shs Prudential Financial, Inc-NYSE @ 32.505 $ 4388.18
2. (1) $50.00 Series EE US Savings Bond in separate name
Month Issued Date Issued Number
11/99 11/2/99 L 579539424EE $ 28.20
3. (48) $200.00 Series EE US Saving Bonds
Number of Bonds Date Issued Number
2 8/12/99 R157892102EE $ 114.08
8/12/94 R157892103EE 114.08
2 9/15/99 R158125845EE 113,68
9/15/99 R158125846EE 113.68
2 10/14/99 R159191367EE 113.28
10/14/99 R159191368EE 113.28
2 11112/99 R159428092EE 112.80
11/12/99 R159428093EE 112.80
2 1.2/13/99 R159697783EE 112.48
1.2/13/99 R159697784EE 112.48
2 1/13/00 R160924599EE 112.08
1113/00 R160924600EE 112.08
2 2/14/00 R161153575EE 111.68
2/14/00 R161153576EE 111.68
2 3/13/00 R161365930EE 111.36
3/13/00 R161365931EE 111.36
2 4/11/00 R162482411EE 110.36
4/11100 R162482412EE 110.36
2 5/10/00 R162710907EE 110.00
5/10/00 R162710908EE 110.00
2 6/13/00 R162952344EE 109.60
6/13/00 R162952345EE 109.60
2 7/14/00 R163171116EE 109.28
7/14/00 R163171117EE 109.28
2 8/09(00 R164260336EE 108.88
8/09/00 R164260337EE 108.88
(Carried Forward) 7315.50
Carried Forward
$ 1185.E
1185.
27
COMMONWEALTH OF PENNSYLVANIA '~
ss:
COUNTY OF CUMBERLAND )~
Ruth N Wric~htst®ne ______ _
being duly sworn _ according to law, deposes and says that she _ is the Executrix
of the Estate of Mary E. Wrightstone
late of ~i?e--$osQU_gh.__o£_Mechan_i_cshurg_ -, Cumberland County, Pa., deceased and that the
within is an inventory made by ._ her - __ -_ ,the said Executrix
of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
sworn to , ^ and subscribed before me,
Executrix E~~afiat= ~9ie'~i;tFafb~
126 West Portland St., Apt 1
Notarial Seal Mechanicsburg, PA 17055_
Gail P. Minnich, Notary Public Address
Medianicsburg Bono, Cumberland County
My Commission Expires Dec. 9, 2006
Aember, Pennsylvania Association Of Notaries
Date of Death 31~t -~T~.LV--- 2(102
Day Month Yeer
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
f~
N
~ ~ ~ -IJ
~
~
I
N
o
N '
I
O
~"'
Z
~ >
. Z
W
~
LL
O d
~
4.
~
Z
O ~
W
.I
Q
~
o
L
O ~
~"
''~
~+
3
w
Z !
~I
`^
~
Z
Q .
~I
ro~
E
i
,.,~
m M
O
s..~ N
y Q
N
~ U
~
7
m
~
6:.
\
~~
` ~
~ ~ N O ~~
Q~
C N ~ Crl
U
41
~ o
v ~
'~
~
`"*
'
a
-o
~
~~~
~
+ ;,
~
m
~
l .~
~
~
~ ~
U -
ii °°
3
. I141PORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be deter-
mined wholly or partly by the decedent's will. If the decedent
died without a will, whether you will receive any money or prop-
erty will be determined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
In re Estate of Mary E. Wrightstone ,deceased,
Estate No. 21-02-0722 2002-00722
(Name and Address)
TO: Ruth N. Wrightstone
126 W. Portland Street, Apt. #1
Mechanicsburg, PA 17055
Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below.
The Decedent Mary E. Wrightstone
day of July 2002 , at Cumberland County,
Pennsylvania.
The Decedent died testate (with a Will); or
).
The personal representative of the Decedent is
(name, address and telephone number).
died on the 31st
Ruth N. Wrightstone (717) 691-3665
126 West Portland Street, Apt #1
Mechanicsburg, PA 17055
If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, 1
f'ourthouse Square, Carlisle, Pa.r 17013. Phone No. 717-240-6345
Itxkt~c8~x~tA2xa~erd~tamt~rxce~cx~#~e~t~~~t~fanac~X~axaac6ck~xsc~akx>SSlcsraoQx~~Ya~i~x~tia~.kacx}fix~c~&~tne
1~C~i~tgi~ca~k~}s~fexb~utr~~x~cX~~altaaa~t3cae~s~rntbs}e~cRxx$St9t~f~cc~cl~xR1*~$96~~3t4t<x
A copy of the Wi1lbxReait~xnFny~eb~cai~e~i~~Caamta¢xiang~can~ii~ibt~cx~m~cco$xa~st~t~o~tixxtuxx is
attached hereto ~
d°' ~!'
Date: September ~`~ 2002 Signature: ~l ~v
Name (print) William L. 5 daV
Address 3~ West Main Street -Ste 1
Mechanicsburg, PA 17055-6230
Telephone (71~)- 7h6-9622
Capacity: F~~xr*~p~
Counsel for personal representative
IMPORTANT NOTICE
• NOTICE OF ESTATE ADMINISTRATION
TIiIS NOTICE DOES NOT bIEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FRONT THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be deter-
mined wholly or partly by the decedent's will. If th~° decedent
died without a will, whether you will receive any monf;y or prop-
erty will be determined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
In re Estate of Mary E. Wrightstone ,deceased,
Estate No. 21-02-0722 2002-00722
(Name and Address}
TO: St. Paul's United Church of Christ, Mechanicsburg
626 Williams Grove Road
Mechanicsburg, PA 17055
Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below.
The Decedent Mary E. Wrightstone
day of July 2002 , at Cumberland County,
Pennsylvania.
The Decedent died testate (with a Will); or
i ou a 'll).
The personal representative of the Decedent is
(name, address and telephone number).
died on the 31St
_ Ruth N. Wrightstone (717) 691-3665
126 West Portland Street, Apt #1
Mechanicsburg, PA 17055
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will he forwarded to the State vital Records Oftice for permanent filing.
WARNING: It is illegal to duplicate this copy by phoi:ostat or photograph.
Fee for this certificate, $2.00
P 8483086
No.
rl lu. :aJ Rev 2'B]
TPE PHINi
H
VERMANENf
Ul ACK IIIK
Local Registrar
,
-~'~"7
Date
COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIF{CATE OF DEATH
STATE FrIE NUMBER
-..~..~. ___-_ .-____r~.- -_.-_.~-~._
NAME OF DECEDENT IFnv Mgob. Lavl _-... __ ...-.~~ ~_
SEK SOCIAL SECURITY NUMBER DALE OF UEATH:MCnrn. Day. gnarl
, Mary E. Wrightstone
_ _ __ =Female 3 165 - 26 -_ 5232__ ' X~]_.,~Q02~_
_
AGEllasl U+m°ay) UNDERI YEAR VNDERIDAY DATE OF fBRTH BIRTHPLACE:C.ry and
Momtu . Days FlotKa . Mnuw Monm. DaY 'reed Staley rcreynCwnlr Yl PIACElK DEATH ICneca ivvy me--.ee msnw:l~urn nn inner :'owl
NOSPITAL - ----- OIHER~ ---
' -~(
InpalNVN ^ ERIgApatrem U DOA ^ /,Onw ^ Rssaferrw L'J $peca
LJ
70 Y" ,. 9 22 1931 ~a9 Aa. yl
...
COUNTY OF DEWH CITY, BORO.TWP OF OEATN FACILTTV NAME pl nul instMtrun. one sbeel and numberr ECEDENT OF HISPANIC ORIGINt
YNS
D RACE-Amencan lndan.84CK, NTM. etc.
~
pp
No LAl M ^ K Yea, sPecAY GU°an ISPra:ayl
Cumberland
b. .eMechanicsbur ad.1 West Rutland .
: aa"a° P"'r'°Rr"°'"` ,9. White
_
___ DECEDENT'S USUAL OCCUPRN7N
n
x
l
k d
mop
S
W
~I'
KWD OF BUSINESS/INDVSTRV YMS DECEDENT EVERIN
US.ARMED FORCES?
OEC NT'S EDUCATKMI
S ml n adec eu
MAWUL STATUS~MasnM
Nav"MarlrO. WidDwd.
SUPVWING SPOUSE
III We. ;-w nra~namel
uv
O
wp
e
o
e
r
~g
'ol wPLerq Yw;mna use rented)
lB
l:7 "
Y EwmamarylSeconOary C"ISW Divorced ($a hl
Or anist
n.. g
• Church
"
°
nB. ,z. 'D'z' 2 "'°'6"
u. Never Married
,..
,a.
___
DECEDENT'$MAIIINGADDRE551SIrM.Cay/TO+wySla,a.ZpLoate) DECEDENT'S peons lvama 11'C.
ACTUAL ,]a. Staw___~ -- Drd ^ Ws,dK'edaM lived in N9
309 South York Street RESIDENCE d.c.d.rv
LruClrmf awe n a
Mechanicsbur
PA -17055 p'~
dn" e
Mechanicsbur
Cumbe
la
"°°'
d '°""""°'
°"
i°'°'
m..
~
g,
,~ g____,~,y,,,,°
r
n
,Td.EL.
Inla,
.ma
.Ia
"
,>e.Dean _
i
FNHER'S NAMEIFr9. Mr10w Lavl MOTHER'S NAME tfrsl. MdQe. Marten Swname)
,.- Ral H. Wri htstone ,.. ~[ r~
M. Fink
INFORMANT'S NAME (TypNPrax) I l
NFORMANT'S LWG ADDRESS,Stra". CAyy,ors'n. 51"a. ZP Cadal
„~ Ruth Wrightstone ,9,12b W. Portland Street A t. 1 PA 1
METHOD OF DISPOSITION GATE OF DISPOSITION PLACE OF OISPOSRION ~ Name olCsm"ery, CrenM[ory LOCQNNa -Coy/kwt, SWe. Zrp Coy
BurW® Crerrla°an^ R alp"n 51MS^ 1MOnm. Da Y. War) or OtB"Plau
• ,°aia'°"~~ O1"•"$peC"' ^ ,,,. Au st 2L 2002 :,Mechanicsbur Cemete z,..
' SIGNATU UNERAL C NS FOR RSON ACTING AS SUCH LICENSE NUMBER NAME ANDAODRf:$S OF FACILITY
• „a. :~.. FD-0014889-L n 1 zzi 8 Mar1~t Plaza , A~ 17055
Comp+w Dory ceR b,Ils G" ul my 4rowwOge. deatK occurred at tM ume. date arM Baca waled LICENSE NUMBER DATE SIGNED
pnyseun n"avaeaDN Irma Ol Oealn (Srpnalure arrd Tilb) ( MOtW.. DaY Warl
' candy UuY pl deatK
z=.. =w.
zx.
pema 1a~2B must M comported W TIME OF DEATH DATE PRONOUNCED DEAD IMunm. Day. Year) WAS CASE DEFER RED TO MEDICAL EIUMINERICORONER7
• person rvlq pronounces death.
July 31 , 2002 „
6:30 P Yes^ No~
_
M ,,,
,.,
]T. PRAT I: EmerIM OrSeaass, rnlurws"conrpFCatpts wlucn carrsedlM dealn Do rotemer lne nwde al Oyrny, such ascardac or respnalay arrest. slack or Man laYwe ~Apgoaunata
PART II: ONar arpnr! ant °°rWIY°na oonUl°ulwgwdaalK.°ut
list Dory cane cause On eaU ww. I imerval °"rreen n" rewltrn9 n dw Wtdarryrny uuN 9ivM w PART I.
t Doe" and a"n
WMEMATE CAUSE IF.wI /~ / ,{ny r
/_PCa S'7 ~~NC
F {0 3}a ~.
~-~
L /a
~~
a
`
yy
5
t
'--
-
.
ar
ar,w
,K
.. __
.
.
_ S!
-- -- --
D,aE ro Kx, As A coruEOUE NcE a):
I --~
-
t
e
aa, r
dmu
~
S
°
--~---
an
eRuwu
y
m
- Aaryy leadrnq to rmmedaw -' ---- ~-- ~ .. - - -- - - ----~----_'-_"
DUE ro(OR ASACONSEOUENCE OFy. ~ I
_ cause Emer UNDERLYING
U
CAUSE 111n
dsew,n 1
t-
`
_ _-_
A
Y
u
• ew vwawd nvnms ___. - __-....,_ -J. --
OUE roIOH ASACONSEOUENCE OFf: I
~
wrrKl m rwaaq cast
WAS AN AUTOPSY WERE AUTOPSY FINDINGS WNNER OF DEATH DATE OF INJURY TIME OF INJURY IWURVQMK)RKy DESCRIBE HOW INJURY OCCURRED.
PERFORMED? AM\IUBLE PRN7F1 TO
fDMPr. FTK1N DF r111KF
OF DEATN?
/
Natural LV) Ibm~cga fLf~~11I
Accdem ~_~ Peravg lnw"rgatan t_J {MOrNn. Oay. Wm)
Yw LJ No t~~
~~ J
We ~-~ No lYl
Yaa ^ No ^ rt
Suc'ga lJ GouM nd Da OnlarminW ^ ]W. ]OC_ M. )pL. _ _ ]Bd. _._-
.__
PIACE Of INJURY-AI HOma. latm. alls".lanorp. olfica LOCALIONISaa". Gly/kr+n.SWml
owarq..a15Lwcn.1 ,
Tee. ssn. r. aa. =a~
CERTIFIER I.re.:M Oruy noel SI ,RUBE AND TITLE OF CE IFIER
'CERTIFYING PHYSICIAN Vnysw dn.;rn'ry'n. W - 'y w d 1:11
To caw WMOf ml hrwrled9e, death occurredd b1K ( ) rrd I lb ..... ... .... ~. 1
,p. 1/-.., _ tl~Y.. in.-p C J~(~ .
tl
AND CERTIFYING PNy51CIAM fY -
.t
'
I
ON
NCIN
- d
' M NUM R DATE SIGN[EDILkArn U ritarl
l
7
- l
a
.
e
. J
PP
DU
G
r~
Y 4
l
I
da
l
and due to INe ceuu/e) arW man +r as a atad
IK
t
E
wd
d
tK
c
d
t W Um
d
e
' T
°
f ° ~~ ~,. ~
t, C
j ~ l1d V
~t 1 1- .___ --_ _.----- ---------
... _ .....
_
rww
9.
ea
curre
a
e,
e, a
p
ac
,
a
e+
o
O
o
mY NAME ANO ADDRESS OF PERSO~ WHO COMPlETEO CAUSE OF DEATN
(Item ZT) Typo or Print
'
~
'MEDICAL E%AMINER/CORONER ~
z: C~~{ ~L- ~~ l
On the °salst„~ smmation anal OT mveaHgavon, m my opinion, de"N occurred at INa,Ime. tlata, and place, and duo Io Ine eauu(s) and ^
mann
aaa ~ l1 1 Z ~ L- r ,,L (r ~ 444
t.~
.... ........ .. .. .. .... .... ..
J.
er <. I r(
fx. aw-
Hll'.ISI
/Rap55lGN TUBE AND NUMBEN
E
>zl
~
a r I
/
1
~ GATE iFILED IMOnm OaY Warl
'
.
.
~ h(~{ f ~) I /a
r
J ', `
~
Td _- --L.~-~.~
> 1LY4.1.c.~~.-L6~.-.`:14,-a v^ _-~---- ~ ~ a (v (l ~'
3I. ~(Y ~,._, 7
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Mary E. Wrightstone
also known as
Deceased.
Social Security No. 1 tiS-~F-S~'~~
No. y?~-~.2 ~ 7~
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(9~, who is/H>~c18 years of age or older an the execu~t rix named
in the last will of the above decedent, dated FPhr„arv~ , j~~2
and codicil(s) dated None
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
DeceQdent was domiciled at death in ~'tunherland County, Pennsylvania, with
h er last family or principal residence at 309 South York Street
1Mechani_cGbtr~, PA 17055
(list street, number and muncipality)
Decexdent, then 7g years of age, died aul~~i , ~$t2002 ,
at 126 W G o 1 and Straa~,~~, M ham b ~ cr, PA 17055 ~orroc~~ ,
Except as follows, decedent did not marry, was not divorced and did. not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: No?xoPnt; onG
Decedent at death owned property with estimated values as follows: Undetermined
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $ N/A
(If not domiciled in Pa.) Personal property in County $_ N/A
Value of real estate in Pennsylvania $ Undetermined
situated as follows: BnA ~nu1-h Vork St-mat-, MP~hani rGh»rg, ~A 17n5~
WHEREFORE, petitioner(7t) respectfully request(s) the probate of the last will ~c~~}p)
presented herewith and the grant of letters tesi=a;nenta~,
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
v .~~C
:° v ~ Zli~
~ K Ruth N. ri ht one
~° 126 W. Portland Str -Apt 1
~0. - Maehani c~churcY, PA 1 7n5~,
4.
~ o
a
oq
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ S3
COiTNTY OF CiiMB .R .AND
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 represen-
tative(s~ of the above decedent petitioner(x) will well and truly admin~~ter the estate according to law.
Sworn to or affirmed and subscribed ~ ~~- i
before me this ___12th day of _ Ruth N. Wright one do
Au ust 2002 126 W. Portland St. -Apt 1
Mechanicsburg, PA 17055
R ister
-.~f-.~
NO. z1-2002-722
Estate of Mary E. Wrightstone Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW August 12th ~~2002 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument( dated ~Ahr,~a ~~., ~nn~
described therein be admitted to probate and filed of record as the last will of
Mary E. Wrightstone ;
and Letters Testamentary
are hereby granted to Ruth N. Wrightstone
FEES
Probate, Letters, Etc.......... $ 235.00
Short Certificates(4) .......... $ 12.00
Renunciation ................ $
x-Pages (2) $ 6.00
JCP TOTAL $ 5.00
Filed .AUgust.l.2tb,2002....$. 258.OA .
Register of Wills Y
William L. Sunday~G-6354
ATTORNEX (Su . Ct. LD. No.)
39 West Main Sit. -Ste 1
Mechanicsburg, PA 17055-6230
ADDRESS
(717) 766-9622
PHONE
MAILED LE`I'~1 ERS 'ZLT"~ A'I"I'ORNEY ON 8 / 12 / 200 2
i
'``~ IMPORTANT NOTICE
• NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be deter-
mined wholly or partly by tl~e decedent's will. If the decedent
died without a will, whether you will receive any money or prop-
erty will be determined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
In re Estate of Mary E. Wrightstone ,deceased,
Estate No. 21-02-0722 2002-00722
(Name and Address)
TO: Ralph H. Wrightstone and Barbara Wrightstone
317 Arbys Road
Harrisburg, PA 17109
Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below.
The Decedent Mary E. Wrightstone
day of July 2002 , at Cumberland County,
Pennsylvania.
The Decedent died testate (with a Will); or
Th•, r,,...,. ~ i • ....., i...:.i.~... ,. urn.
The personal representative of the Decedent is
(name, address and telephone number).
died on the 31St
Ruth N. Wrightstone (717) 691-3665
126 West Portland Street, Apt #1
Mechanicsburg, PA 17055
If the Decedent died testate, the will has been filed with the Office of the Regiister of Wills of Cumberland County, t
~ Courthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345
ttxbt~c~~exaR)~M~taca~~ee~cxa~ac~fanx~x~nxxat~t)tia~cxxkxias~rat~oaxaaaag~nta[1cx+~x~tacAfR~c~6ckpe
l~tpcva~akxvf~[~sxf~cbaxr~xX~x>ay~c~t~2af4~exee~~atbsfe~t~xx$R9t0~can~tio~x~~g49~~~t9fx
A copy of the WiltbxRaaitacffiebl~aai~e~d~~tgamta¢~tixi~~t~o~~i)~m~taog~x6ox>~}ecyt~txtt is
attached hereto ~
Date: September ~'~ 2002 Signature: ?~~~~ ~t~v
Name (print) William L. S day
Address 3~~ West Main Street -Ste 1
Mechanicsburg, PA 17055-6230
Telephone Q17) _ 766-9622
Capacity: ,~~it~~
Counsel for personal representative
z IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
TIlIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be deter-
mined wholly or partly by the decedent's will. If the decedent
died without a will, whether you will receive any money or prop-
erty will be determined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
In re Estate of Mary E. Wrightstone ,deceased,
Estate No. 21-02-0722 2002-00722
(Name and Address)
TO: Craig R. Parker
3154 Harshman Drive
Reynoldsburg, Ohio 43068
Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below.
The Decedent Mary E. Wrightstone
day of July 2002 , at Cumberland County,
Pennsylvania.
The Decedent died testate (with a Will); or
Tt,e n,..~,~~... a:.,,~ :...,...... „ ~...:.~..~..... ~xrn,
The personal representative of the Decedent is
(name, address and telephone number).
died on the 31st
Ruth N. Wrightstone (717) 691-3665
126 West Portland Street, Apt #1
Mechanicsburg, PA 17055
I~the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, 1
courthouse Square, Carlisle, Pa_ 17013. Phone No. 717-240-6345
>Xxtxec8>~rr~bexaatbc~t~x~~txce~g~~~oc~facx~x~mxa~s6cl~~cx~akxi~s~rsciomc~x~te~icwitia~tkacAfRa~c~~c~t~e
1~t~trtrx~xV~a}~at~a~~cs~exlnxr~~x~cx~xlax~xce~c~thsle~cRxx~Sk~D~cco-~t~x~>it~49d~~~9~c
A copy of the Wi]l~oxR~iti~e~o;~cnia~e~~~t$amtx~tiaa~~cbk}d~i)m~Og~y~a is
attached hereto ~
Date: September ~`~'~ 2002 Signature: ~ ~~
Name (print) William L. S day
Address 3~a West Main Street -Ste 1
Mechanicsburg, PA 17055-6230
Telephone f717) _ 76h-96 .
Capacity: 1~*~p~
Counsel for personal representative
r
IMPORTANT NOTICE
' ~ NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FRONT THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be deter-
mined wholly or partly by tl~e decedent's will. If the decedent
died without a will, whether you will receive any money or prop-
erty will be determined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
In re Estate of Mary E. Wrightstone ,deceased,
Estate No. 21-02-0722 2002-00722
(Name and Address)
TO: Shane Parker
1144 Kay Parkway '
Ann Arbor, Michigan 48103
Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below.
The Decedent Mary E. Wrightstone
day of July 2002 , at Cumberland County,
Pennsylvania.
The Decedent died testate (with a Will); or
,ce,i :.,.o,..,., ~ •.i ~xrtn
The personal representative of the Decedent is
(name, address and telephone number).
died on the 31st
Ruth N. Wrightstone (717) 691-3665
126 West Portland Street, Apt #1
Mechanicsburg, PA 17055
If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, 1
,Courthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345
rlxkret~i~exa~~t~tpmtgaxoe~cg~.tdga~famc~~C~naxaa~cl~tcsc~akxitsx~omc~nx~ntacicx~~acAf&a~c~~C~tne
>Pl~i~t~l4}t~f~Q~ac-xl3eicbcutrX~waxoy~tk~:o~2aid~x~cae~c~tbsle~c~xx$R~>~c~t~x~i~g41~~~4~t
A copy of the Will~oxRatx~x>ae~cnidie.~i~~tg~nx~tian~~cbf~bts~re~~mg~ycf~a is
attached hereto ~
a'
Date: September ~`~ 2002 Signature: ~ ~v
Name (print) William L. S day
Address 39 West Main Street -Ste 1
Mechanicsburg, PA 17055-6230
Telephone (717) _ _7hh-9622
Capacity: ~4C$4iD4j{~K~i4C~4d~s'?~J~CX
Counsel for personal representative
"~ IMPORTANT NOTICE
NOTICE OF ESTATE ADIVi1NISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be deter-
mined wholly or partly by the decedent's will. If the decedent
died without a will, whether you will receive any money or prop-
erty will be determined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
In re Estate of Mary E. Wrightstone ,deceased,
Estate No. 21-02-0722 2002-00722
(Name and Address)
TO: Linda L.-Penny
2700 Cumberland Boulevard
Hill, PA 17011
Please take notice of the death of decedent and t}1e grant of letters to the personal representative(s) named below.
The Decedent Mary E. Wrightstone
day of July 2002 , at Cumberland Cuunty,
Pennsylvania.
The Decedent died testate (with a Will); or
The I~`i^°`1°^r .7: ,I ..a,...a., r t \xT111
~:r-rcnvvr~TR.'r
The personal representative of the Decedent is
(name, address and telephone number).
died on the 31St
Ruth N. Wrightstone (717;1 691-3665
126 West Portland Street, Apt #1
Mechanicsburg, PA 17055
If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, 1
Courthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345
IxxkrecB;~Zxa~~t~#amel~ce~cxda~ac~fat~c~x3~axaat6tl~a~sc~okx~xiomc~xx~tarkx~~dkacAt'iK~c~6ckne
1i~trtxV7~a}~txJ~r[>~cmxr~~axoy~cx~xfcau~e~gxtxce,~c~sle~cgxx~5k6r~~D~x~sr"~g9dj~~~9~x
A copy of the Wi11~oxRediti~x>x>~b~0ai~e~i~~tgaox~tian~~cbf~iblsexrd~m~ga~tyci~i~y~~ is
attached hereto ~
d"'
Date: September ~'~ 2002 Signature: ~( ~~
Name (print) William L. S daV
Address 39 West Main Street -Ste 1
Mechanicsburg, PA 17055-6230
Telephone f71'7) _ 76ti-9622
Capacity: 1~~4$~~~di~X
Counsel for personal representative
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
TIIIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY 1V10NEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be deter-
mined wholly or partly by the decedent's will If the decedent
died without a will, whether you will receive any money or prop-
erty will be determined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
In re Estate of Mary E. Wrightstone ,deceased,
Estate No. 21-02-0722 2002-00722
(Name and Address)
TO: Barbara J. Roberts
360 Harris Hill Road '
Shavertown, PA 18708
Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below.
The Decedent Mary E. Wrightstone
day of July 2002 , at Cumberland Cvunty,
Pennsylvania.
The Decedent died testate (with a Will); or
The personal representative of the Decedent is
(name, address and telephone number).
died on the 31st
Ruth_N. Wrightstone (717) 691 3665
126 West Portland Street, Apt #1
Mechanicsburg, PA 17055
If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, 1
Courtii6use Square, Carlisle, P ; 17013. Phone No. 717-240-6345
Itxt~et8~exx~eat~{qce~txoe~cx~~exi~xot~fanx~sX~axaacl}ci~se~sc~afcx~xzcrdaaxx~ea~nte~icx~~tcaAf~~c~~C~t~e
l~~c~txix~xva3a}~xvfxlccac>~xl~uaak~~;oxixcc~cx~xfax~e~~s}e~cgxx$5k~)~4c~r~ci~x~lc'~g9d#~~~4c5c
A copy of the Will~oxRetita~~tneao>~oni~e,~i~~gamtt~o~~ilm~ccog;d~x~s~a is
attached hereto ~
~~
Date: September ~'S'~ 2002 Signature: ~ ~>
Name (print) William L. S day
Address 3~ West Main Street -Ste 1
Mechanicsburg, PA 17055-6230
Telephone (717)_?hh-96 .
Capacity : l~~c~g* ~ p~~
Counsel For personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 001779
WILLIAM L SUNDAY ESQUIRE
39 W MAIN STREET
MECHANICSBURG, PA 17055
fold
ESTATE INFORMATION: ssN: 165-2s-5235
FILE NUMBER: 2102-0722
DECEDENT NAME: WRIGHTSTONE MARY E
DATE OF PAYMENT: 10/29/2002
POSTMARK DATE: 00/00/0000
couNTY: CUMBERLAND
DATE OF DEATH: 07/31 /2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 537,795.88
TOTAL AMOUNT PAID:
REMARKS: RUTH N WRIGHTSTONE
C/O WILLIAM L SUNDAY ESQUIRE
CHECK# 23
SEAL
INITIALS: SK
RECEIVED BY: MARY C. LEWIS
REV-1162 EX(11-96)
537,795.88
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 002489
SUNDAY WILLIAM L ESQUIRE
39 WEST MAIN STREET
MECHANICSBURG, PA 17055
fold
ESTATE INFORMATION: SsN: is5-2s-5235
FILE NUMBER: 2102-0722
DECEDENT NAME: WRIGHTSTONE MARY E
DATE OF PAYMENT: 04/25/2003
POSTMARK DATE: 00/00/0000
couNTY: CUMBERLAND
DATE OF DEATH: 07/31 /2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 52,948.86
TOTAL AMOUNT PAID:
REMARKS: RUTH N WRIGHTSONE
C/O WILLIAM L SUNDAY ESQUIRE
CHECK#1030
SEAL
INITIALS: AC
RECEIVED BY: DONNA M. OTTO
REV-1162 EX~11-961
52,948.86
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
~`/ ` ~l -3 COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 28D601
HARRISBURG, PA 17128-Obol NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 ER AFP (O1-OS)
DATE 07-14-2003
ESTATE OF WRIGHTSTONE MARY E
DATE OF DEATH 07-31-2002
FILE NUMBER 21 02-0722
-~~ j i'~ ~ j ?; COUNTY CUMBERLAND
WILLIAM L SUNDAY ACN 101
39 W MAIN ST
MECHANICSBURG PA 17055 ~, _ .. ~ Amount Remitted
=t.
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS 1
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-031 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WRIGHTSTONE MARY E FILE N0. 21 02-0722 ACN 101 DATE 07-14-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED [ ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)_ 139, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2)_ 9, 6 42.06 credit to your account,
3. Closely Held Stock/Partnership Interest [Schedule C) (3)_ 1, 185.27 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4)_ .00 of this fora with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)_ 3 0, 1 03.21 tax payment.
6. Jointly Owned Property (Schedule F) (6) 109, 627.79
7. Transfers (Schedule G) (7)_ 86, 803.47
s. Totai Assets (g) 376,361.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
25, 424.19
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 949.51
11. Total Deductions (11) 26.373.70
12. Net Value of Tax Return (12) 349,988.10
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J ) (13) .00
14. Net Value of Estate Subject to Tax (14) 349,988.10
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 . .00
17. Amount of Line 14 at Sibling rate (17) 325,473.83 X 12 39,056.86
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 24,514.27 X 15 - 3,677.14
19. Principal Tax Due (lq)= 42,734.00
TAY CREi1TTSe
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-29-2002 CD001779 1,989.26 37,795.88
04-25-2003 CD002489 .00 2,948.86
TOTAL TAX CREDIT 42,734.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 - if any future lnterest in the estate is transterrea
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT: Detach the top portion of this Notice and submit with your Payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILLS, AGENT
REFUND (CR]: A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an ^Application
for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 [TT only).
OBJECTIDNS: Any party in interest not satisfied with the appraisement, allowance, ar disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet ^Instructions for Inheritance Tax Return for a Resident
Oecedant^ (REV-15017 for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%l discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same Wanner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine C9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%l percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .000548 1987 9% .000247 1999 7% .000192
1983 16% .000438 1988-1991 11% .000301 2000 8% .000219
1984 11% .000301 1992 9% .000247 2001 9% .000247
1985 13% .OD0356 1993-1994 7% .000192 2002 6% .000164
1986 10% .000274 1995-1998 9% .D00247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
CC:~MDNNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280681
HARRISBURG, PA 17128-0601
REY-1545 E% ~FP (09-00)
INFORMATION NOTYCE FILE N0. 21 02-0722
AND ACN 02147558
TAXPAYER RESPONSE
DATE 11-13-2002
RUTH N WRIGHTSTONE
APT 1
126 W PORTLAND ST
MECHANICSBURG PA 17055
TYPE OF ACCOUNT
EST. OF MARY E WRIGHTSTONE ^ sAViNGs
S.S. N0. 165-26-5232 ® CHECKING
DATE OF DEATH 07-31-2002 ^ TRUST
COUNTY CUMBERLAND ^ CERTIF.
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this 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
or Nennsyivania. questions may oe answered by calling C7i7J 787-8527.
COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5070087036 Date 01-30-1970 "-
To insure proper credit to your account, two
Established C2) copies of this notice oust accompany your
Account Balance 3,114.65 Payrent to the Register of Wills. Nake check
payable to: ^Register of Nills, Agent^.
Percent Taxable X 50.000
Amount Subject to
Tax 1 , 557.33 NOTE: If tax payments are made within three
(37 months of the decedent's date of death,
Tax Rate X , 12 you nay deduct a 5% discount of the tax due.
186
88 Any inheritance tax due will become delinquent
Potential Tax Due . nine (9) months after the date of death.
PART TAXPAYER RESPONSE
A. ^ The above information and tax due is correct. '
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, ar you may check box "A" and return this notice to the Register of
C 0 N E ~ Wills and an official assessment will be issued b y the PA Department of Revenue.
BLOCK B. ® The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N LY to be filed by the decedent's representative.
C. ^ The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART 2^ and/or PART 3^ below.
PART If you indicate a differen
relationship to decedent:_
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
please state your
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5 -
6
7 X
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
nplete to the best of n!y~-kn~o-w-ledge and belief. HOME C 7f~ ) ~iy/y.~~o~JFI
J~// _ l~ c.~a_.~lz%~c2-L/~~cr~-' WORK ( ) /~o~f ~- ~%~
TAXPAYE SIGNATUR TELEPHONE NUMBER DATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest based an information
submitted by the financial institution.
2. Inheritance tax becones delinquent nine months after the decedent's date of death.
3. A joint account is taxable even though the decedent's name was added as a matter of convenience.
4. Accounts (including those held between husband and wife) which the decedent put in joint names within one year prior to
death are fully taxable as transfers.
5. Accounts established jointly between husband and wife more than one year prior to death are not taxable.
6. Accounts held by a decedent "in trust for" another tlr others are taxable fully.
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
1. BLDCK A - If the information and computation in the notice are correct and deductions are not being claimed, place an "X"
in block "A^ of Part 1 of the ^Taxpayer Response^ section. Sign two copies and submit them with your check for the amount of
tax to the Register of Wills of the county indicated. The PA Department of Revenue will issue an official assessment
(Form REV-1548 EX) upon receipt of the return from the Register of Wills.
2. BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance
Tax Return filed by the decedent's representative, place an "X^ in block "B" of Part 1 of the "Taxpayer Response" section. Sign one
copy and return to the PA Department of Revenue, Bureau of Individual Taxes, Dept 280601, Harrisburg, PA 17128-0601 in the
envelope provided.
3. BLOCK C - If the notice information is incorrect and/or deductions are being claimed, check block "C" and complete Parts 2 and 3
according to the instructions below. Sign two copies and submit them with your check for the amount of tax payable to the Register
of Wills of the county indicated. The PA Department of Revenue will issue an official assessment (Form REV-1548 EX) upon receipt
of the return from the Register of Wills.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Enter the data the account originally was established or titled in the manner existing at date of death.
NDTE: For a decedent dying after 12/12/82: Accounts which the decedent put in joint names within one (1) year of death are
taxable fully as transfers. However, there is an exclusion not to exceed 53,000 per transferee regardless of the value of
the account or the number of accounts held.
If a double asterisk C^*) appears before your first name in the address portion of this notice, the 53,000 exclusion
already has been deducted from the account balance as reported by the financial instituticn.
2. Enter the total balance of the account including interest accrued to the date of death.
3. The percent of the account that is taxable far each survivor is determined as follows:
A. The percent taxable far joint assets established more than one year prior to the decedent's death:
1 DIVIDED BY TOTAL NUMBER OF DIVIDED BY TOTAL NUMBER OF X 100 = PERCENT TAXABLE
JOINT DWNERS SURVIVING JOINT OWNERS
Example: A joint asset registered in the name of the decedent and twtl other persons.
1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) _ .167 X 100 = 16.7% (TAXABLE FOR EACH SURVIVOR)
B. The percent taxable for assets created within one year of the decedent's death or accounts owned by the decedent but held
in trust for another individual(s) (trust beneficiaries):
1 DIVIDED BY TOTAL NUMBER DF SURVIVING JOINT X 100 = PERCENT TAXABLE
OWNERS OR TRUST BENEFICIARIES
Example: Joint account registered in the name of the decedent and twtl other persons and established within one year of death by
the decedent.
1 DIVIDED BY 2 (SURVIVORS) _ .50 X 100 = 50% [TAXABLE FOR EACH SURVIVOR)
4. The amount subject to tax (line 4) is determined by multiplying the account balance (line 2) by the percent taxable (line 3).
5. Enter the total of the debts and deductions listed in Part 3.
6. The amount taxable (line 6) is determined by subtracting the debts and deductions (line 5l from the amount subject tc tax Cline 4).
7. Enter the appropriate tax rate Cline 7] as determined below.
~ DatB 3f Death Spo~sa L".Heal Sioiing Collateral
07/01/94 to 12/31/94 3% 6% 15% 15%
01/01/95 to 06/30/00 0% 6% 15% 15%
07/01/00 to present 0% 4.5%* 12% 15%
n amyuseu on cna Hat vague or iransrers trom a tleceasetl ch11tl 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%.
The lineal class of heirs includes grandparents, parents, children, and lineal descendents. "Children" includes natural children
whether ar not they have been adapted by others, adopted children and step children. "Lineal descendents" includes all children of the
natural parents and their descendents, whether or not they have been adopted by others, adopted descendents and their descendants
and step-descendants. "Siblings^ are defined as individuals who have at least one parent in common with the decedent, whether by blood
or adoption. The ^Collateral^ class of heirs includes all other beneficiaries.
CLAIMED DEDUCTIONS - PART 3 - DEBTS AND DEDUCTIONS CLAIMED
Allowable debts and deductions are determined as follows:
A. You legally are responsible for payment, or the estate subject to administration by a personal representative is insufficient
to pay the deductible items.
B. You actually paid the debts after death of the decedent and can furnish proof of payment.
C. Debts being claimed must be itemized fully in Part 3. If additional space is needed, use plain paper 8 1/2^ x 11^. Proof of
payment may be requested by the PA Department of Revenue.
CDMMOAIMEALTH OF F°_NNSYLVANIA
DEPARTMENT OF REVENUE INFORMATION NOTICE FILE N0. 21 02-0722
BUREAU OF INDIVIDUAL TAXES AN D
DEPT. 28D601 ACN 02147559
HARRISBURG, PA 171z6-Dbal TAX PAYER R E S P O N S E
DATE 11-13-2002
REM-1545 E% AFP (09-007
RUTH N WRIGHTSTONE
APT 1
126 W PORTLAND ST
MECHANICSBURG PA 17055
TYPE OF ACCOUNT
EST. OF MARY E WRIGHTSTONE ^ SAVINGS
S.S. N0. 165-26-5232 ® CHECKING
DATE OF DEATH 07-31-2002 ^ TRUST
COUNTY CUMBERLAND ^ CERTIF.
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this 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. 4luestions may be answered by calling (7177 787-8327.
COMPLETC PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account N~~. 5070117688 Date 07-06-1993 To insure proper credit to your account, two
Established (2l copies of this notice must accompany your
Under penalties of perjury, I declare that the facts I have reported above are tru//e, correct and
rsonplete to the best of 2ny~knowledge and belief . HOME ( ~] / 7 ) (~i ~~ ~ .~(o
~~~. ~~ l~~~i.~~ti:LCH-~_,,~ WORK ( ) j1,.,7~ ` G~ ~
TAXPAYER SIGNATU TELEPHONE NUMBER DATE
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
GENERAL INFORMATION
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest based on information
submitted by the financial institution.
Inheritance tax becomes delinquent nine months after the decedent's date of death.
A joint account is taxable even though the decedent's name was added as a matter of convenience.
Accounts (including those held between husband and wife) which the decedent put in joint names within one year prior to
death are fully taxable as transfers.
Accounts established jointly between husband and wife more than one year prior to death are not taxable.
Accounts held by a decedent ^in trust for" another or others are taxable fully.
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
BLOCK A - If the information and computation in the notice are correct and deductions are mat being claimed, place an "X^
in block "A" of Part 1 of the ^Taxpayer Response" section. Sign two copies and submit them with your check for the amount of
tax to the Register of Wills of the county indicated. The PA Department of Revenue will issue an official assessment
(Form REV-1548 EX) upon receipt of the return from the Register of Wills.
BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance
Tax Return filed by the decedent's representative, place an ^X^ in block "B^ of Part 1 of the "Taxpayer Response^ section. Sign onE
copy and return to the PA Department of Revenue, Bureau of Individual Taxes, Dept 280601, Harrisburg, PA 17128-0601 in the
envelope provided.
BLOCK C - If the notice information is incorrect and/or deductions are being claimed, check block "C" and complete Parts 2 and 3
according to the instructions below. Sign two copies and submit them with your check for the amount of tax payable to the Register
of Wills of the county indicated. The PA Department of Revenue will issue an official assessment (Form REV-1548 EX) upon receipt
of the return from the Register of Wills.
TAX RETURN - PAitT 2 - TAX COMPUTATION
LINE
1. Enter the date the account originally was established or *.itled in the manner existing at date of death.
NOTE: For a decedent dying after 12/12/82: Accounts which the decedent put in joint names within one (1) year of death are
taxable fully as transfers. However, there is ar exclusion not to exceed 53,000 per transferee regardless of the value of
the account or the number of accounts held.
If a double asterisk (ewl appears before your first name in the address portion of this notice, the 53,D00 exclusion
already has keen deducted from the account balance as reported by the financial institution.
Enter the total balance of the account including interest accrued to the date of death.
The percent of the account that is taxable for each survivor is determined as follows:
A. The percent taxable far joint assets established more than one year prior to the decedent's death:
1 DIVIDED BY TDTAL NUMBER OF DIVIDED BY TOTAL NUMBER OF X 100 = PERCENT TAXABLE
JOINT OWNERS SURVIVING JDINT OWNERS
Example: A joint asset registered in the name of the decedent and twc other persons.
1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) _ .167 X 100 = 16.7% (TAXABLE FOR EACH SURVIVOR)
8. The percent taxable for assets created within one year of the decedent's death or accounts owned by the decedent but held
in trust for another individual(s) (trust beneficiaries):
1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT X 100 = PERCENT TAXABLE
OWNERS OR TRUST BENEFICIARIES
Example: Joint account registered in the name of the decedent and two other persons and established within one year of death
the decedent.
1 DIVIDED BY 2 (SURVIVORS) _ .SD X 100 = 50% (TAXABLE FOR EACH SURVIVOR)
The amount subject to tax (line 4) is determined by multiplying the account balance (line 2) by the percent taxable (line 3l.
Enter the total of the debts and deductions listed in Part 3.
The amount taxable Cline bl is determined by subtracting the debts and deductions (line 5) from the amount subject to tax (line 4).
Enter the appropriate tax rate (line 7l as determined below.
Date a~ Deieti~ Sp~~;ss L3nnai Siiaiing Coilaterai
07/01/94 to 12/31/94 3% 6% 15% 15%
01/01/95 to 06/30/00 0% 6% 15% 15%
07/01/00 to present 0% 4.5%* 12% 15%
^ine tax rate lmposeo on the net value of transfers from a tleceased child twenty-one years of age or younger at
death to or for the use of a natural parent, an adaptive parent, or a stepparent of the child is 0%.
the lineal class of heirs includes grandparents, parents, children, and lineal descendents. "Children" includes natural children
whether or not they have been adopted by others, adopted children and step children. ^Lineal descendents" includes all children of the
natural parents and their descendents, whether or not they have been adopted by others, adopted descendents and their descendants
and step-descendants. "Sibling s^ are defined as individuals who have at least one parent in common with the decedent, whether by blood
or adoption. The "Collateral^ class of heirs includes all other beneficiaries.
CLAIMED DEDUCTIONS - PART 3 - DEBTS AND DEDUCTIONS CLAIMED
Allowable debts and deductions are determined as follows:
A. You legally are responsible for payment, or the estate subject to administration by a personal representative is insufficient
to pay the deductible items.
B. You actually paid the debts after death of the decedent and can furnish proof of payment.
C. Debts being claimed must be itemized fully in Part 3. If additional space is needed, use plain paper 8 1/2" x 11". Proof of
payment may be requested by the PA Department of Revenue.
f. COMHDNWEALTH OF PENNSYLVANIA '
DEPARTMENT OF REVENUE INFORMATION NOTICE FILE NO. 21 02-0722
BUREAU OF INDIVIDUAL TAXES AN D
DEPT. 280601 TAXPAYER RESPONSE ACN 02147557
HARRISBURG, PA 17128-0601
DATE 11-13-2002
REV-1543 E% -FP [09-00)
** RUTH N WRIGHTSTONE
APT 1
126 W PORTLAND ST
MECHANICSBURG PA 17055
TYPE OF ACCOUNT
EST. OF MARY E WRIGHTSTONE ^ SAVINGS
S.S. N0. 165-26-5232 ^ CHECKING
DATE OF DEATH 07-31-2002 ^ TRUSr
COUNTY CUMBERLAND X^ CERTIF.
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK has provided the Department with the information listed below which has bean used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this 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. 9uestions nay be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 21001010936 Date 07-05-2002 To insure proper credit to your account, two
Established C2l copies of this notice must accompany your
Account Balance 16,882.30 Payment to the Register of Wills. Make check
payable to: "Register of Wills, Agent^.
Percent Taxable X 10 0 . 0 0
ND'iE: If tax payments are made within three
Amount Subject to Tax 16,882.30 (3) months of the decedent's date of death,
TeX Rate X , 12 You may deduct a 5% discount of the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due 2, 025 • 88 mime C9) months after the date of death.
PART TAXPAYER RESPONSE
::: .::::
~: ::::::; :::s :i€:: . ;€ ...s:: _ is ,: ;~;::: ~€~: .:::iii; , ° ;~ . €:~;: ; . ;::~;~~~°
ii _° :: ~; ,. :.:.:~I.#......~.°1`.....1....AI~....#~ ~~.~~~.....``.~#~~....~ik~~, r~l~~!I; I:.:.:~{~4,~~..~..1.1:;~:.:: `'~'1.:1.~ :.....:........................................
A. ^ The above information and tax due is correct.
1. You nay choose to remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or you may 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 of Revenue.
C
B L 0 CK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N LY to be filed by the decedent's representative.
C. ^ The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART 2^ and/or PART 3^ below.
PART If you indscate a dsfferent tax rate, please state your
~s~
€ii iii:;z~isi€~ss~ :
:
:
:
: ,.:.:.:... ~_:: ~°~°~°~ ~~ °~°~ •°
l~~~~~:~i1~; ;:~:~~f~€?~s. ~. ::::::
:
:
:
:
:
:
:
:
:
:
::~::,:::::::::::::::::::::::::::::::::::::::::::::::::
::
2 "onshi to decedent:
relatl
p :
:
:
:
:
::::::::::.:::::::::::::::-:::::::::::
~?':s':siE`~is
`i :
:
:
:
:
:
:
:
~
:
~
::-::::-:::::::-::-:::::::::,:::,:,:,:,~:::-° ,~;-,:::::°-::::::°:::::::-°'_~iii~_iEiEiii€
is~~~s~is~~~i€iii€i
AX -
OF
POTATION
RETURN COM
~~ ~
/ C TS
NT TRUST A COON
7AX ON JOI
:~` ~
€s~~?i~~~~~~~~~~~~~~~~~~~€~€ €~~~~€~€~€~~?
LINE
1. 1
Date Established
'°~'~;`;_[_~
'(~~~~~s~isiis~Ss~s~~~~~~'~~~'~'~''`':~~~i~i
2. 2
Account Balance
s=~~~€€€~€€€~~€
~€~~~`s[is~is°If°ss~ss~EE~~€~€~~~~`s~~~~s
3 . 3
Percent Taxable
?i~ €~€~ ~ ~ ~ €~~ €~
X
€~ €~ €~ €~€~ €~~€ ~ ~" ~`'~~ i~ sib ~i~ €isii€ s~ €~€s~€`€ ~~€€
4.
4
b 'ect to Tax
Amount Su
J
?~s!~~~~
~~~~~~'~~~_'~[~<j':•1s~S~I~~~~~~~~~~°'_'
5.
5
Deductions
Debts and
- i~i~?;s?i'i~i
~i~€€~€~ i~€~€~€~i~€~ss~€~~~ ~€~€~~€~~i~~~i~i~ii~€`~ ~ s_
6.
6
Amount Taxable
s[~Eit
7. 7
Tax Rate
~~'~~~
X
~~~~~~_'~j~~~~I~s[~s~~'':s9~~z'z~'~_~°
8.
8
Tax Due
.........................................
................................................................................... .
PART DEBTS AND DEDUCTIONS CLAIMED
3^
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above//d~are true, correct and
cgnplete to the best of ny knowledge and belief. HOME C 7/ ~ ) 67/x-~(e~c.7
~~ ~
y ~~~~ y~ GC..' _~ n r. i .qxF WORK ( ) /1-.~-~ - C oZy
TAXPAYER SIGNATU TELEPHONE NUMBER DATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest based an information
submitted by the financial institution.
2. Inheritance tax becomes delinquent nine months after the decedent's date of death.
3. A joint account is taxable even though the decedent's name was added as a matter of convenience.
4. Accounts (including those held between husband and wife) which the decedent put in joint names within one year prior to
death are fully taxable as transfers.
5. Accounts established jointly between husband and wife more than one year prior to death are not taxable.
6. Accounts held by a decadent "in trust for^ another or others are taxable fully.
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
BLOCK A - If the information and computation in the notice are correct and deductions are not being claimed, place an "X^
in black "A^ of Part 1 of the ^Taxpayer Response" section. Sign two copies and submit them with your check far the amount of
tax to the Register of Wills of the county indicated. The PA Department of Revenue will issue an official assessment
(Form REV-1548 EX) upon receipt of the return from the Register of Wills.
BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance
Tax Return filed by the decedent's representative, place an "X" in block "B" of Part 1 of the "Taxpayer Response" section. Sign one
copy and return to the PA Department of Revenue, Bureau of Individual Taxes, Dept 280601, Harrisburg, PA 17128-D601 in the
envelope provided.
BLOCK C - If the notice information is incorrect and/or deductions are being claimed, check block "C" and complete Parts 2 and 3
according to the instructions below. Sign twc copies and submit them with your check far the amount of tax payable to the Register
of Wills of the county indicated. The PA Department of Revenue will issue an official assessment (Form REV-1548 EXl upon receipt
of the return from the Register of Wills.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Enter the date the account originally was established or titled in the manner existing at date of death.
NOTE: For a decedent dying after 12/12/82: Accounts which the decedent put in joint names within one (1l year of death are
taxable fully as transfers. However, there is an exclusion not to exceed 53,D00 per transferee regardless of the value of
the account or the number of accounts held.
If a double asterisk (~*) appears before your first name in the address portion of this notice, the 53,000 exclusion
already has been deducted from the account balance as reported by the financial institution.
2. Enter the total balance of the account including interest accrued to the date of death.
3. The percent of the account that is taxable for each survivor is determined as follows:
A. The percent taxable for joint assets established more than one year prior to the decedent's death:
1 DIVIDED BY TOTAL NUMBER OF DIVIDED BY TOTAL NUMBER OF X 100 = PERCENT TAXABLE
JOINT OWNERS SURVIVING JOINT OWNERS
Example: A joint asset registered in the name of the decedent and two other persons.
1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) _ .167 X 100 = 16.7% (TAXABLE FOR EACH SURVIVOR)
B. The percent taxable for assets created within one year of the decedent's death or accounts owned by the decedent but held
in trust for another individual(s) (trust beneficiaries):
1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT X 100 = PERCENT TAXABLE
OWNERS OR TRUST BENEFICIARIES
Example: Joint account registered in the name of the decedent and two other persons and established within one year of death by
the decedent.
1 DIVIDED BY 2 (SURVIVORS) _ .5D X 100 = 50% (TAXABLE FOR EACH SURVIVOR)
The amount subject to tax (line 4) is determined by multiplying the account balance (line 2l by the percent taxable (line 37.
Enter the total of the debts and deductions listed in Part 3.
The amount taxable Cline 6) is determined by subtracting the debts and deductions (line 5) from the amount subject to tax (line 4).
Enter the appropriate tax rate (line 7) as determined below.
~ Cats 6i Death Sp045tl L1nB81 jlOling Collateral
07/01/94 to 12/31/94 3% 6% 15% 15%
01/01/95 to 06/30/00 0% 6% 15% 15%
07/01/00 to present 0% 4.5%~ 12% 15%
~a~n i~^posa~ on me nec value ar transfers tram a deceased ch11tl twenty-one years of age or younger at
death to ar for the use of a natural parent, an adoptive parent, or a stepparent of the child is D%.
The lineal class of heirs includes grandparents, parents, children, and lineal descendants. ^Children" includes natural children
whether or not they have been adopted by others, adapted children and step children. ^Lineal descendents^ includes all children of the
natural parents and their descendents, whether or not they have been adopted by others, adopted descendents and their descendants
and step-descendants. ^Siblings" are defined as individuals who have at least one parent in common with the decedent, whether by blood
or adoption. The "Collateral" class of heirs includes all other beneficiaries.
CLAIMED DEDUCTIONS - PART 3 - DEBTS AND DEDUCTIONS CLAIMED
Allowable debts and deductions are determined as follows:
A. You legally are responsible for payment, or the estate subject to administration by a personal representative is insufficient
to pay the deductible items.
B. You actually paid the debts after death of the decadent and can furnish proof of payment.
C. Debts being claimed must be itemized fully in Part 3. If additional space is needed, use plain paper 8 1/2" x 11^. Proof of
payment may be requested by the PA Department of Revenue.
COMMONMEALTH OF PENNSYLVANIA
" ' DEPARTMENT OF REVENUE INFORMATION NOTICE FILE N0. 21 02-0722
BUREAU OF INDIVIDUAL TAXES AN D
DEPT. 280601 TAXPAYER RESPONSE ACN 02147556
HARRISBURG, PA 17128-0601
DATE 11-13-2002
REV-1543 E% RFP (R9-DO)
RUTH N WRIGHTSTONE
APT 1
126 W PORTLAND ST
MECHANICSBURG PA 17055
TYPE OF ACCOUNT
EST. OF MARY E WRIGHTSTONE ^ SAVINGS
S.S. N0. 165-26-5232 ^ CHECKING
DATE OF DEATH 07-31-2002 ^ TRUST
COUNTY CUMBERLAND X^ CERTIF.
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this fora and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 21001011;'94 Date 07-05-2002 To insure proper credit to your account, two
Established (2l copies of this notice oust accompany your
Payment to the Register of Wills. Make check
Account Balance 2 867 .87
, payahle to: "Register of Wills, Agent".
Percent Taxable X 10 0 . 0 0
Anount Subject to NO'iE: If tax payments are made within three
Tax 2,867.87 (37 months of the decedent's date of death,
Tax Rate X , 12 You may deduct a 5% discount of the tax due.
An;y inheritance tax due will become delinquent
344
14
Potential Tax Due .
nine (9l months after the date of death.
PART TAXPAYER RESPONSE
A. ^ The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount ar avoid interest, or you may 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 of Revenue.
C
B L 0 CK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N LY to be filed by the decedent's representative.
C. ^ The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
P RT - - T^iii€~ i€~ i€~ ie4Si€~ i€~ i€~ i
If you indscate a different tax rate, please state your €' .............:.....:....:...p..y:F.i:^•;. .........,.,... .....,..:-~: ~:~:~:~:, ........:.:..,:~ .,.....:::
•:::::s . ::.::::::::::::::::~: ;:;
Z ationshi to decedent;
rel P :::::::::::::::::::::::::::::-::::::::::
#~
z's!`sslss'~~~ 'sfF:~E ::-::::-:::::::::::,::::,::::::-::::-:::::::~:~::.:.:.::.:.::::.:.::.:::.:,,:,,:~i:~i:~i:~;:_
..... ....
~~~1!~'s'i~~if~~ ::::::iii€€i
AX
E -
F
TURN COMPUTATION 0
#~~kll~~~~i€~i~
• S
INT TRUST ACCOUNT
TAX ON JO
€~~i~~~~='=~~;~;s~~~;~i~~s~~:~;;;;:;_:;:_:~~;:;:~;:;
LINE
1. 1
Date Established
~'iii'~i€~i€€~€~
€€~~€~;~~~`'~Ii~i'~i~jli~~~°j`'i°;~€~~~€~€'~~`:~':ji's~i
•
2.
Account Balance 2
:: 'i::,..... ::.::~:;~;:~::~:::~:::::s :::::::::::::::::::::::::::
:::~::~::~::~::~::~::~::~::~::~::~::~::::~;:~:::
:: ............:.:...:::.:.:...:.:.:.:.:::.:::.:.......:.........:.................
3. 3
Percent Taxable
isiss~~iii'`i''~j''
X
''~='i'ii''i`'i~ ~~~~.':~'~s~~~~~~ii~~'~''~''~'`
4.
~
to Tax 4
Amount Subject
:~::..
~.::::.
~:::~:.
_~?~~€?i€~€~€
~€~s~€~€~€~~€~€~~~~~€~~~€~~~i~~~~~~€~'€~~€~€~€`~~~~€`~€
5 . ctions 5
Debts and Dedu
- ~_~€€?i€~ ~€
~ €~ €~ €~€~ €~€~ €~ €~ €~€~€ ~~€ ii~{i~'~~ s~11~1i~ i~ €~~ [iii
6. axable 6
Anount T
.. i'~F.....
,:...: ..................:.:...:.r::::::a::a:<::a::a:::::::::::;...:.:,.,.,...,:...
7.
7
Tax Rate
X
...~.._ .
8.
8
Tax Due
f[[ii
..........................................
iiiis[iif[iifiisiisiiiii~ sis"`
................................................................................................... .
PART DEBTS AND DEDUCTIONS CLAIMED
3^
DATE P AID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above are tr/ue, correct and
complete( to the best of ny,knowledge and belief. HOME C ~ ) ~ 9C- ~bla~
`y(1~- 7/ G/~~C,~~r~ei WORK ( ) %/ -;~ /~ - C~
TAXPAYER IGNATURE TELEPHONE NUMBER DATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT Ili AN OFFICIAL TAX ASSESSMENT with applicable interest based on information
submitted by the financial institution.
2. Inheritance tax becomes delinquent nine months after the decedent's date of death.
3. A joint account is taxable even though the decedent's name was added as a matter of convenience.
4. Accounts (including those held between husband and wife) which the decedent put in joint names within one year prior to
death are fully taxable as transfers.
5. Accounts established jointly between husband and wife mare than one year prior to death era not taxable.
6. Accounts held by a decedent ^in trust for^ another or others are taxable fully.
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
1. BLOCK A - If the information and computation in the notice are correct and deductions are not being claimed, place an "X"
in block "A" of Part 1 of the "Taxpayer Response" section. Sign two copies and submit them with your check for the amount of
tax to the Register of Wills of the county indicated. The PA Department of Revenue will issue an official assessment
(Form REV-1548 EX) upon receipt of the return from the Register of Wills.
2. BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance
Tax Return filed by the decedent's representative, place an "X" in block "B" of Part 1 of the "Taxpayer Response" section. Sign onE
copy and return to the PA Department of Revenue, Bureau df Individual Taxes, Oept 280601, Harrisburg, PA 17128-0601 in the
envelope provided.
3. BLOCK C - If the notice information is incorrect and/or deductions are being claimed, check block "C" and complete Parts 2 and 3
according to the instructions below. Sign two copies and submit them with your check for the amount of tax payable to the Register
of Wills of the county indicated. The PA Department of Revenue will issue an official assessment (Form REV-1548 EXl upon receipt
of the return from the Register of Wills.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Enter the date the account originally was established or titled in the manner existing at date of death.
NOTE: For a decedent dying after 12/12/82: Accounts which the decedent put in joint names within one (1) year of death are
taxable fully as transfers. However, there is an exclusion not to exceed 53,000 per transferee regardless of the value of
the account or the number of accounts held.
If a double asterisk (**) appears before your first name in the address portion of this notice, the 53,000 exclusion
already has been deducted from the account balance as reported by the financial institution.
2. Enter the total balance of the account including interest accrued to the date of death.
3. The percent of the account that is taxable for each survivor is determined as follows:
A. The percent taxable for joint assets established more than one year prior to the decedent's death:
1 DIVIDED BY TOTAL NUMBER OF DIVIDED 8Y TOTAL NUMBER OF X 100 = PERCENT TAXABLE
JOINT OWNERS SURVIVING JOINT OWNERS
Example: A joint asset registered in the name of the decedent and two other persons.
1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) _ .167 X 100 = 16.7% (TAXABLE FOR EACH SURVIVOR)
B. The percent taxable far assets created within one year of the decedent's death or accounts owned by the decedent but held
in trust for another individual(s) (trust beneficiaries):
1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT X 10D = PERCENT TAXABLE
OWNERS DR TRUST BENEFICIARIES
Example: Joint account registered in the name of the decedent and two other persons and established within one year of death by
the decedent.
1 DIVIDED BY 2 (SURVIVORS) _ .50 X 100 = 50% (TAXABLE FOR EACH SURVIVOR)
4. The amount subject to tax (line 4l is determined by multiplying the account balance (line 2) by the percent taxable Cline 3).
5. Enter the total df the debts and deductions listed in Part 3.
6. The amount taxable (line 6) is determined by subtracting the debts and deductions (line 5) from the amount subject to tax (line 4).
7. Enter the appropriate tax rate (line 7) as determined below.
Dates ai Dsath Spouse Lineal Sibling Coilaterai
07/01/94 to 12/31/94 3% 6% 15% 15%
01/01/95 to 06/30/00 0% 6% 15% 15%
07/01/00 to present 0% 4.5%^ 12% 15%
e impusuu un uia nei vague ar cransrers rrom a Deceased cn11d 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%.
The lineal class df heirs includes grandparents, parents, children, and lineal descendents. "Children" includes natural children
whether or not they have bean adopted by others, adopted children and step children. "Lineal descendents" includes all children of the
natural parents and their descendents, whether or not they have been adopted by others, adapted descendents and their descendants
and step-descendants. ^Siblings" are defined as individuals who have at least one parent in common with the decedent, whether by blood
or adoption. The "Collateral" class of heirs includes all other beneficiaries.
CLAIMED DEDUCTIONS - PART 3 - DEBTS AND DEDUCTIONS CLAIMED
Allowable debts and deductions are determined as follows:
You legally are responsible far payment, or the estate subject to administration by a personal representative is insufficient
to pay the deductible items.
You actually paid the debts after death of the decedent and can furnish proof of payment.
Debts being claimed must be itemized fully in Part 3. If additional space is needed, use plain paper 8 1/2^ x 11". Proof df
payment may be requested by the PA Department of Revenue.
REV.I500EX !l>-OO)
.
COMMONWEAlTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
....
Z
W
C
W
(,)
W
C
w
,..,
:.:::$U)
u"'"
w"U
:rOO
u"'-'
..Ill
..
'"
,..,
z
w
o
z
o
..
'"
w
'"
'"
o
u
z
o
!;;:
...J
::l
....
ii:
c(
(,)
w
a::
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Wri htstone Mary E.
DATE OF DEATH (MM.DD.YEAR)
07/31/2002
DATE OF BIRTH (MM-DD-YEAR)
09/22/1931
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
N/A
~ 1. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate (Attac/1CO\.1yofWiII)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (datll of dealh after 12-12-82)
o 7. Decedent Maintained a Living Trust (AlIachcopyoITrust)
o 10. Spousal Poverty Credit (dale of deaih be\ween 12.31.91 and 1-1-95)
OFFICIAL USE ONLY
t/
FILE NUMBER
21_02
o 7 2 2
- NUMBER - -
COUNTY CODE
YEAR
SOCIAL SECURITY NUMBER
165 _ 26
5232
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WillS
SOCIAL SECURITY NUMBER
o 3. Remalnder Return {~ll\e of dea\l1 priOI \0 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 Sc/1D)
S
NAME , 11 '
W~ ~am L.
FIRM NAME (If Applicable)
Sunday
,0 '0"
OFFICIAL USE ONLY
(8)
376361.80
NI):C 'f
COMPLETE MAILING ADDRESS
39 West Main street
Mechanicsburg, PA 17055
TELEPHONE NUMBER
(717) 766-9622
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
$ 139000.00
9642.06
1185.27
(11)
112)
(13)
/.6171 70
349988.10
0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Noles Receivable (Schedule D)
30103.21
109627.79
5. Cash, Bank Deposits & Miscellaneous pers.onal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or LI
8. Total Gross Assets (total lines 1-7)
(6)
(7)
86803.47
(14)
349988.10
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
25424.19
949.51
(19)
0.00
0.00
39056.86
3677.14
42734.00
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I)
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (line 8 minus line 11J
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to lax has not been
made (Scnedule J)
14. Net Value Subject to Tax (Une 12 minus Une 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
!;;:
I-
::l
C.
:E
o
(,)
><
~
15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a){1.2)
x .0_ (15)
,li'S~W{'\~;::z.<;,~~:',?~jiJ;i'(~:m:':rt'ln-.:t~~:!ID1{ilIi'f!1;'til'i'1,J'l;'J.;>1li!~\3[0j~~'i,~,Ui'1:'1Jr;,\l.ll',,'. -.::, .:
16. Amount of Line 14 taxable at lineal rate
,,0_ 116)
,::><;471 A1
24514.27
17. Amount of line 14 taxable at sibling rate
x .12 (17)
, .15 (18)
18. Amount of line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
1.
Decedent's Complete Address:
STREET ADDRESS 309 South York Street
CITY Mechanicsburg I STATE PA I ZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
42734.00
37795.88
1989.26
Total Credits (A+ B + C) (2)
39785.14
3. InteresUPenaily if appiicable
D. Interest
E. Penally
o
o
TotallnteresUPenally ( D + E) (3)
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
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(58)
2948.86
o
2948.86
5. if Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
~~,:;, ~,:'J-~t_{ #J;;;:~..,"~^ ~~~ ~ ~l:;"";"'''' ',~,;~~~"-^.,.:1-.... ~~ ~.,);h<.~~t_'t~.I'~~~';"'- l":I"(~~~....,,,~;r,~~ ~~';.h<:~~/!'.?'It-:;-''''t'',:1.a:~'tH~'''''. ;-*'~
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: *Except as a ~ncident of joint Yes No
. a. retain the use or income of the property transferred;......~~~~~.~...................... .................................. I!J * [] *
b. retain the right to designate who shail use the property transferred or its income; ............................................ 0 G *
c. retain a reversionary interest; or........................................................................................................................... 0 [1i *
d. receive the promise for life of either payments, benefits or care? ................................................".................... D ~
2. If death occurred after December 12. 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ..L?J...q;>.~.~..r.J,~g.E!4...t!'}..j.9.:j,f.l:t....~~...?.I.~.!.Q,? lID 0
3. Did decedent own an "in trust fo~ or payable upon death bank account or securily at his or her death? .............. 0 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ ~ 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.
Under penalties of pe~ury, I declare that! have examined this retum, irlciuding accomparlying 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 representalive is base<! on all irlformation of which preparerhas any knowledge
DATE
April ~ 2003
ADDRESS
126 West Portland Street Apt #1, Mechanicsburg, PA 17055
DATE
April ;/P? 2003
qPitfr .["" . '~5'ih.~" ".~~~~:;l:rlt~+" ; ., , ,~....~-'t":'--~\"""":;Oj' \. t" .j; ,~.."" ' ~." ,,' ,_'" ~_ _"~ \" ~', ..-"';;..-'-t -n'" ~...: ,:; P+..'r.~
ADDRESS
39 West Main Street, Mechanicsburq, 'li'A 17055-6230
For dates of death 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 spouse is 3%
[72 P.S. 99118 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net vaiue of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (Ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax 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. 99116(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. 99116(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)1. A sibling is defined. under Section 91D2. as an
individual who has at ieast one parent in common with the decedent. whether by blood or adoption.
P.EV.\~.(1-'m
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARY E. WRIGHTSTONE
FILE NUMBER
21-02-0722
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged
between a willing buyer and a willing seDer, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly..owned with
right of
survivorshiD must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
ALL THAT CERTAIN Lot of Ground situate on the East side
of South York Street, in the Borough of Mechanicsburg,
cumberland County, and State of Pennsylvania, being Lot No. 30
in a General plan made out by the heirs of John Coover,
deceased, and bounded and described as follows, to wit:
BEGINNING at an iron pin on the building line, on ~or'k
Street, at corner of a Twenty (20) foot wide Public Alley;
thence by the line of said Alley Eastwardly Ole Hundred and
Sixty-one (161) feet, more or less, to an iron pin at corner',;'
of another Twenty (20) foot wide Public Alley; thence by the
line of last mentioned Public Alley . Northwardly Fifty (50)
Feet to an iron pin at corner of Lot No. 28 now or late of
George and Alverta Kapp; thence by the line of said lot
Westwardly Ole Hundred and sixty-one (161) feet, lOClre or less,
to an iron pin on the building line of said York Street;
thence by the building line of said York street Southwardly'
Thirty-five (35) feet to an iron pin, the place of BEGINNING.
HAVING TBEREXl!f erected a frame dwelling house and other
necessary buildings, and known as 309 South York Street,
Mechanicsburg, Pennsylvania.
Tax Parcel No. 20-24-0785-383
Assessed Value 131150.00
Valued @ Appraisal Value - Copy Attached
$139000.00
.'
TOTAL (Also enter on line 1, Recapilulation I $
139000.00
f,h
REV-15113 EX.+ (1-97)
'*
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESID NT DECEDENT
ESTATE OF
MARRY E. WRIGHTSTONE
FILE NUMBER
21-02-0722
All property jointly.owned with right of survivo..hlp must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
135 shs Prudential Financial, Inc. - NYSE @ 32.505
$ 4388.18
2. (1) $50. Series EE US Savings Bond in separate name
Month Date Number
Issued Issued
11/99 11/2/99 L 579539424EE 28.20
3. (48) $200. Series EE U. S. Savings Bonds in separate name
Month Number of Date Number
Issued Bonds Issued
08/99 2 8/12/99 R157892102EE 114.08
8/12/99 R157892103EE 114.08
09/99 2 9/15/99 R158125845EE 113.68
9/15/99 R158125846EE 113.68
10/99 2 10/14/99 R159191367EE 113.28
10/14/99 R159191368EE 113.28
11/99 2 11/12/99 R159428092EE 112.80
11/12/99 R159428093EE 112.80
12/99 2 12/13/99 R159697783EE 112.48
12/13/99 R159697784EE 112.48
1/00 2 1/13/00 Rl60924599EE 112.08
1/13/00 R160924600EE 112.08
2/00 2 2/14/00 R161153575EE 111.68
2/14/00 R161153576EE . 111.68
3/00 2 3/13/00 R161365930EE 111. 36
3/13/00 R161365931EE 111.36
4/00 2 4/11/00 R162482411EE 110.36
4/11/00 R162482412EE 110.36
5/00 2 5/10/00 R162710907EE 110.00
5/10/00 Rl62710908EE 110.00
6/00 2 6/13/00 R162952344EE 109.60
6/13/00 R162952345EE 109.60
7/00 2 7/14/00 R163171116EE 109.28
7/14/00 R163171117EE 109.28
8/00 2 8/09/00 Rl64260336EE 108.88
8/09/00 R164260337EE 108.88'
26 CARRIED FORWARD
~~$
7315.50
(If more space is needed, insert addi1ional sheels of Ihe same size)
.~
REV.t503EJ<.> (1-9n .
SCHEDULE B
COMMONWEAl1H OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN (CONTINUED)
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARY E. WRIGHTSTONE 21-02-0722
All property jointly-owned with right of survivorship must be disclosed on Schedule F,
iTEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
ll: 26 BROUGHT FORWARD $ 7315.50
3. (48) $200. Series EE U. S. Savings Bonds - (Continued)
Month Number of Date Number
Issued Bonds Issued
9/00 2 9/12/00 R164455630EE 108.56
9/12/00 R164455631EE 108.56
10/00 2 10/11/00 R164656791EE 108.16
10/11/00 R164656792EE 108.16'
11/00 2 11/13/00 Rl65919042EE 106.88
11/13/00 R165919043EE 106.88 "
12/00 2 12/11/00 R166132508EE 106.56
12/11/00 R166132509EE 106.5!il
1/01 2 1/17/01 R166427149EE 106.16
1/17/01 R166427150EE 106.16'
2/01 2 2/12/01 Rl67157874EE 105.84
2/12/01 R167157875EE 105.84 '
3/01 2 3/14/01 R167360928EE 105.44
3/14/01 R167360929EE 105.44
4/01 2 4/13/01 R167554808EE 105.12 '
4/13/01 R167554809EE 105.12
5/01 2 5/23/01 R167807735EE 104.00
5/23/01 Rl67807736EE 104.00
6/01 2 6/14/01 R168600765EE 103.60
6/14/01 R168600766EE 103.60
8/01 2 8/08/01 R169571010EE 102.96
48 8/08/01 R169571011EE 102.96
TOTAL (Also enteron line 2, Recapilulatlon) $ 9 I 642 . 06
(If more space Is needed, Insert additional sheets 01 the same size) ~
""'.,''''''.,,.,'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP or SOLE.PROPRIETORSHIP
ESTATE OF
Mary E. Wrightstone
FILE NUMBER 21-02-0722
Schedule C-1 or C~2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship.
See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM
NUMBER
1.
DESCRIPTION
7.23% ownership per schedule K- 1 in a partnership known as
HRIC, a partnership, an investment club organized by some member
of st. Paul's United Church of Christ, of Mechanicsburg,PA
VALUE AT DATE
OF DEATH
$ 1185.27
TOTAL (Also enter on line 3, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1185.27
Rf\I.'5llIEX~ll.gn
*'
SCHEDULE C.2
PARTNERSHIP
INFORMATION REPORT
COMMONWEALTH OF PENNSYLVANIA
INHERlTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary E. Wrightstone
FILE NUMBER
21-02-0722
1.
Name of Partnership The HRIC Investment Club
Date Business Commenced March 17,1997
Business Reporting Year Calendar
Address
S? O:=IkwrYrl Avpnllto
City Meehan; cRhllrq State PA Zip Code 17055
2. Federal Employer 1.0. Number 23-2888122
3. Type of Business Investment Club Pnoduc1lS8IVice Invests for MPmhPrs
4. Decedent was a Kl General 0 Limrted partner. If decedent was a limited partner, provide initial investment $ N / A
5.
PERCENT OF PERCENT OF BALANCE OF
PARTNER NAME INCOME OWNERSHIP CAPITAL ACCOUNT
A. Mary E. Wrightstone 7.23 7.23 1185.27
B. * See attached "Member Status as of Illv 31 2002" for n""""s and
C. information for othe members
D.
6. Value of the decedenfs interest $ 1185.27 as of date of death, i.e 7/31/02 per Sch K-1 attached
7. Was the Partnership indebted to the decedent?
If yes, provide amount of indebtedness $
8. Was there life insurance payabie to the partnership upon the death of the decedent? 0 Yes IX! No
If yes, Cash Surrender Value $ Net proceeds payable $
Owner of the policy
o Yes ill No
9. Did the decedent sell ortransfer an interest in this partnership within one year phor to death or within two years if the date of death was priorto 12-31-82?
Dyes 0 No If yes. 0 Transfer 0 Sale Percentage transferred/sold
Transferee or Purchaser Consideration $ Dale
Attach a separate sheet for additional transfers and/or sales.
10. Was there a whtten partnership agreement in effect at the time of the decedenfs death?
If yes, provide a copy of the agreement.
o Yes 0 No
10. Was the decedenrs partnership interest sold?
If yes, provide a copy of the agreement of sale, etc.
11. Was the partnership dissolved or liquidated after the decedenrs death? 0 Yes IXI No
If yes, provide a breakdown of disthbutions recaved by the estate, including dates and amounts received.
DYes Iil No
.,,'
12
13.
Was the decedent related to any ot the partners? Kl Yes 0 No it yes, expiain Ruth N. Wrightstone sister of decedent
. is a partner - "see attachment"
Did the partnership have an interest in other corporations or partnerships? Kl Ves 0 No see attachment listing investments
It yes, report the necessaOJ infolmation on a separale sheet, Including a Schedule C-' or C-2 for each interest
A.
8.
C.
Detailed calculations used in the valuation of the decedenfs partnership interest.
Complete copies of financial statements or Federal Partnership Income Tax returns (Folm 1065) for the year of death and 4 preceding years.
tl the partnership owned real estate, submit a list showing the complete address/es and estimaled fair market value/s. If rea! estate appraisalS have been
secuned, attach COpIes.
Any other infolmation relating to the valuation of the decedenrs partnership interest.
D.
/~;unting~~thdraWal Distribution Report
Page 1 pf 1
"1.1,
////
Full cash withdrawal
Mary E. Wrightstone
7/31/2002
Member's share of Distributions
Dividend $7.63
Interest $0.17
Expense ($5.76)
Short Tenn Capital Gain ($0.01)
Long Tenn Capital Gain ($29.44)
Withdrawal details (including tax consequences)
Cash received
Stock value withdrawn
Net value withdrawn
Tax Basis prior to withdrawal $1.303.64 /
$1.185.27
Current Year Earnings I (Loss) ($27.41) .
Adjusted Tax Basis $1.276.23 5:1~
$0.00 ...- ,0 I
$1.185.27 '--_;.~"'!t /_< d/l
Cash Received $1.185.27~:~ (~.oIIJ~
Member's adjusted basis in stock $0 00 .-j'.\ ?-;;iJI
$1.185.27 withdrawn . \--
$0.00 Realized Gain (Loss) ($90.96)
$1.185.27
7,/,3
-4-
'f, $'0
Gross withdrawal
amount
(45.9274 units at $25.81
per unit)
Fees and penalties
Net withdrawal amount
Return to NAIC Online Club Accounting
['PrtriEI
http://www.nai.../withdrawal.html?Go. y=9&PrinterFriendly= 1&TransactionID= 13 76431&Go.x= 3/6/03
SCHEDULE K-1 Partner's Share of Income, Credits, Deductions, etc.
(Form 1065) ~ See separate instructions.
Depanrnet11 of the Treasury .
Internal Revenue Service For calendar year 2002 or tax year beginnilKJ , 2002. and ending , 20
Panner's identifyin" number ~ 165265232 Partnershin's identifying number ~ 23
Partner's name, address, and ZIP code Partnership's name, address, and ZIP code
Mary E. Wrightstone HRIC, a partnership
309 South York Street 52 Oakwood Avenuie
.
~
r
,
OMB No. 1545-0099
~@02
2888122
Mechanicsburg, PA 17055
A This partner is a ~ general partner 0 limited partner
o limited liability company member
B Wh t t f t't' th' rt ? ...... Individual
a ype 0 en I Y IS IS pa nero r h_h_U__._un____h
C Is this partner a g domestic or a 0 foreign partner?
Mechanicsburg, PA 17055
F Partner's share of liabilities (see instructions):
Nonrecourse $ ._hn.__.__n__
Qualified nonrecourse financing $ _____nn._________.
Other $ .m.____.__.____.__
H Check here if this partnership is a publicly traded
partnership as defined in section 469(k)(2) , . . , , 0
I Check aoplicable boxes: (1) 0Finai K.l (2) 0 Amended K.1
(i) Before change (ii) End of
or termination year G Tax shelter registration number. ..
o
_7.~~~_. %
-.?_:~~-. %
o ~ 00 %
0.00 %
E
J
(a) Capital account at
beginning of year
(b) Capital contributed
during year
(c) Partner's share of lines
3, 4, and 7, Form 1065,
Schedule M-2
(d) Withdrawals and
distributions
(a) Distributive share item
(b) Amount
iii"
<II
o
=-
(I)
E
o
"
.E
1 Ordinary income (loss) from trade or business activities
2 Net income Ooss) from rental real estate activities
3 Net income (loss) from other rental activities.
4 Portfolio income Ooss):
a Interest
b Ordinary dividends
c Royalties
d Net short-term capital gain (loss)
e (1) Net long-term capital gain (loss).
(2) 28% rate gain (loss)
(3) Qualified 5.year gain
f Other portfolio income (loss) (attach schedule)
5 Guaranteed payments to partner
6 Net section 1231 gain <<ass) (other than due to casualty or theft)
7 Other income (loss) (attach schedule) .
1
2
3
4a
4b
4c
4d
40(1)
4e(2)
4e(3)
41
5
6
7
0.17
7.63
(0.01)
(29.44)
Charitable contributions (see instructions) (attach schedule) .
Section 179 expense deduction. .
Deductions related to portfolio income (attach schedule)
Other deductions (attach schedule).
12a Low-income housing credit:
(1) From section 420)(5) partnerships
(2) Other than on line 12a(1)
b Qualified rehabilitation expenditures related to rental real estate
activities
c Credits (other than credits sl10wn on lines 12a and 12b) related
to rental real estate activities.
d Credits related to other rental activities
13 Other credits,
For Paperwork Reduction Act Notice, see Instructions for Form 1065.
5.76
U <II 8
"c 9
'Co
~.~ 10
11
'"
-
'6
(I)
-
()
12c
12d
13
Cat No. 11394R
(e) Capital account at end of
year {combine columns (a)
through (dll
(c) 1040 filers enter the
amount In column (b) on:
} See page 6 of Partner's
Instructions for Schedule K-l
(Form 1065).
Sch. B, Part 1, line 1
Sch. B, Part II, line 5
Sch. E, Part I, line 4
Sch. D, line 5, col. (f)
Sch. D, line 12. col. (f)
Sch. D, line 12. cot (g)
une 5 of WClI'1tsheet fa Sch, D, all'! 29
Enteron applicable line ri yourretLm
} See page 6 of Partner's
Instructions for Schedule K-l
(Form 1065).
Enter on aJlP~cable line of 'f01J! return.
Scn. A, line 15 or 16
} See pages 7 and 8 of
Partner's Instructions for
Schedule K- 1 (Form 1065\.
} Form 8586, line 5
1 See page B of Partner's
Instructions for Schedule K-l
(Form 1065).
Schedule K~ 1 (Form 1065) 2002
-./
/'
...nedule K-' (Form 10651 2002
(a) Distributive share item
-
~t;;
E! 14.
Ul",
"'c b
>-
c
'1!! 15.
e"
..~
"'" b
3la c
Interest expense on investment debts .
(1) Investment income included on lines 4a, 4b, 4c, and 4f
(2) Investment ex enses included on line 10 .
Net earnings (loss) from self-employment.
Gross farming or fishing income.
Gross nonfarm income.
.
.
i~
.-
f! ~
h
ilt
c
16a Depreciation adjustment on property placed in service after 1986
b Adjusted gain or loss .
c Depletion (other than oil and gas) .
d (1) Gross income from oil, gas, and geothermal properties
(2) Deductions allocable to oil, gas, and geothermal properties
e Other ad'ustments and tax reference items (attach schedule)
17a Name of foreign country or U,S. possession" _____.._______h_
b Gross income from all sources ,
c Gross income sourced at partner level
d Foreign gross income sourced at partnership level:
(1) Passive
(2) Listed categories (attach schedule)
(3) General limitation
e Deductions allocated and apportioned at partner level:
(1) Interest expense
(2) Other,
f Deductions allocated and apportioned at pannership level to
foreign source income:
(1) Passive
(2) Listed categories (attach schedule)
(3) General limitation . . . . . .. .
9 Total foreign taxes (check one): .. 0 Paid 0 Accrued.
h Reduction in taxes available for credit (attach schedule) .
18 Section 59(e)(2) expenditures: . Type ~ _________________________
b Amount
19 Tax-exempt interest income
20 Other tax-exempt income.
21 Nondeductible expenses .
22 Distributions of money (cash and marketable securities)
23 Distributions of property other than money
24 Recapture of low~income housing credit:
. From section 42ij)(5) pannerships .
b Other than on line 24a .
25
'"
'"
..
~
l:
'"
.~
o
u..
~
'"
-5
o
....t..,
Mary E. Wrightstone . 165265232 P'ge 2
(c) 1040 filers enter the
amount in column (b) on:
14.
14b(1l
14b(2)
15.
15b
15c
16.
16b
16c
16<1(1)
16<1(2)
16e
(b) Amount
1185.27
7.80
5.76
Form 4952, line 1
} See page 9 of Partner's
Instructions for Schedule K-'
(Form 1065).
Sch. SE, SectIon A or B
} See page 9 of Partner's
Instructions for Schedule K-1
Form 1065),
) See p'ge 9 of P,rtner"'
Instructions
for Schedule K.1
(Form 1065) and
Instructions for Form 6251,
Form 1116, Part I
Form 1116, Part II
Form 1116, line 12
} See page 9 of Partner's
Instructions for Schedule K-1
(Form 1065).
Form 1040, line 8b
}
See pages 9 and 10 of
Partner's Instructions for
Schedule K-1 (Form 1065).
} Form8611,line8
Supplemental information required to be reported separately to each partner (attach additional schedules if more space is
needed):
c
o
..,.
..
E
~
.E
.5
iU
-
c
'"
E
'"
0.
Q.
:I
VI
*
Schedule K~1 (Form 1065) 2002
Partnership Agreement
of
The HRIC Investment Club
THIS AGREEMENT OF PARTNERSHIP, effective as of March 17, 1997, by and between
the undersigned, to wit:
Ronald Chronister
William Crouse
Charles Eichelberger
Richard Grubbs
David Hall
Jane Hall
William Mullin
Richard Nell
James Siemons
Mary Wrightstone
Ruth Wrightstone
NOW, THEREFORE, ITIS AGREED:
1. Formatian. The undersigned hereby form a General Partnership in accordance
with and subject to the laws of the Commonwealth of Pennsylvania.
2. Name. The name of the partnership shall be The HRIC Investment Club.
3. Term. The partnership shall begin on March 17, 1997 and shall continue until
December 31 of the same year and, thereafter, from year to year unless earlier
terminated, as hereinafter provided.
4. Purpose. The only purpose of the partnership is "to invest the assets of the
partnership solely in stocks, bonds and other securities ("securities") for the education
and benefit of the partners.
5. Meetings. Periodic meetings shall be held cis determined by the partnership. A
simple majority of members is required to conduct a meeting.
6. Capital Contributions. The partners may make capital contributions to the
partnership on the date af each periodic meeting in such amounts as the partnership shall
determine.
7. Value of the Partnership. The current value of the assets of the partnership,
less the current value of the liabilities of the partnership (hereinafter referred to as
"value of the partnership") shall be determined as of a regularly scheduled date and time
("valuation date") preceding the date of each periodic meeting determined by the
partnership.
8. Capital Accounts. A capital account shall be maintained in the name of each
partner. Any increase or decrease in the value of the partnerShip on any valuation date
shall be credited or debited, respectively, to each partner's capital account in proportion
to the sum of all partner capital accounts on that date. Any other method of valuating
each partner's capital account may be substituted for this method, provided the
substituted method results in exactly the Same valuation as previously provided herein.
Each partner's capital contribution to, or capital withdrawal from the partnership, shall
be credited, or debited respectively, to that partner's capital account.
9. Management. Each partner shall participate equally in the management and
conduct of the affairs of the partnership. Unless otherwise determined, all decisions
shall be made by a majority of the partners present.
10. Sharing Profits and Losses. Net profits and losses of the partnership shall inure
to, and be borne by, the partners in proportion to the value of each of their capital
accounts.
11. Books of Account. Books of account of the transactions of the partnership shall
be kept and at all times be available and open to inspection and examination by any
partner.
12. Annual Accounting. Each calendar year, a full and complete account of the
condition of the partnership shall be made to the partners.,
13. Bank Account. The partnership may select a bank for the purpose of opening a
bank account. Funds in the bank account may be withdrawn by checks signed by any
partners designated by the partnership.
14. Broker Account. The portnership may select a broker and enter into such
agreements with the broker as required for the purchase or sale of securities.
Securities owned by the partnership shall be held in the partnership name unless another
name shall be designated by the partnership.
Any corporation or transfer agent called upon to transfer any Securities to or
from the name of the partnership shall be entitled to rely on instructions or assignments
signed by any partner without inquiry as to the authority of the person(s) signing such
instructions or assignments, or as to the validity of any transfer to or from the name of
the partnership.
At the time of a transfer of securities, the corporation or transfer agent is
entitled to aSSume ( 1) that the partnership is still in existence, and (2) that this
Agreement is in full force and effect and has not been omended unless the corporation or
transfer agent has received written notice to the contrary.
15. No Compensation. No partner shall be compensated for services
rendered to the partnership, except for reimbursement for expenses.
16. Additional Partners. Additional partners may be admitted at any time, upon
seventy-five percent (75"10) conSent of all the partners, so long as the number of
partners does not exceed twenty-five (25). Partners must be members of Saint Paul's
United Church of Christ (UCC).
17. Transfers to a Trust. A partner may, after giving written notice to the other
partners, transfer his interest in the partnership to a revocable living trust of which he
is the grantor and sole trustee.
18. Removal of Q Partner. Any partner may be removed by agreement of seventy-
five percent (75"10) of all the partners. Written notice of a meeting where removal of a
partner is to be considered shall include a specific reference to this matter. The
removal shall become effective upon payment of the value of the removed partner's
capital account, which shall be in accordance with the provisions on full withdrawal of a
partner noted in paragraphs 20 and 22. The vote action shall be treated as receipt of
request for withdrawal.
19. Termination of Partnership. The partnership may be terminated by agreement of
two thirds of all the partners. Written notice of the meeting where termination of the
partnership is to be considered shall include a specific reference to this matter.
Written notice of the decision to terminate the partnership shall be given to all the
partners. Payment shall then be made of all the liabilities of the partnership and a final
distribution of the remaining assetS either in cash or in kind shall promptly be made to
the partners or their personal representatives in proportion to each partner's capital
account.
-
20. Voluntary Withdrawal. (Partial or Full) of a Partner. Any partner may withdraw
a part or all of the value of his capital account in the partnership and the partnership
shall continue as a taxableentity. The partner withdrawing a portion or all of the value
of his capital account shall give notice of such intention in writing to the Secretary.
Written notice shall be deemed to be received as of the first meeting of the
partnership at which 'it is presented. If written notice is received between meetings, it
will be treated as received at,the first following meeting.
In making payment, the value of the partnership as Set forth in the valuation
statement prepared for the first meeting following the meeting at which written notice
is received from a partner requesting a partial or full withdrawal, will be used to
determine the value of the partner's capital account.
The partnership shall pay the partner who is withdrawing a portion or all of the
value of his capital account in the partnership in accordance with paragraph 22 of this
Agreement.
21. Death or Incapacity of a Partner. In the event of the death or incapacity of a
partner (or the death or incapacity of the grantor and sole trustee of a revocable living
trust, if such trust is ,a partner pursuant to Paragraph 17 hereof), receipt of notice of
such an event shall be treated as notice of full withdrawal.
22. Terms of Payment. In the case of partial withdrawal, payment shall be made in
cash or Securities of the partnership' or a mix of each' at the option of the partner
making the partial withdrawal. In the case of a full withdrawal, payment may be made in
cash or securities or a mix of each at the option of the remaining partners. In either
caSe, where Securities are to be-distributed, the remaining partners select the
securitieS.
Where cash is transferred, the partnership shall transfer ta the partner (or
other appropriate entity) withdrawing a portion or all of nis interest in the partnership,
an amount equal to the lesser of (i) ninety-seven percent (97'Yo) of the value of the
capital account in the partnership being withdrawn or (ii) the value of the capital
account being withdrawn. less the actual cost to the partnership of selling securities to
obtain cash to meet the withdrawal. The amount being withdrawn sholl be paid within
90 days after the valuation date used in determining the withdrawal amount.
If a partner withdrawing a portion or all of the value of his capital account in the
partnership desires an immediate payment in cash, the partnership at its earliest
convenience may pay eighty percent (80'Yo) of the estimated value of hiS capital account
and settle the balance in accordance with the valuation and payment procedures set
forth in paragraphs 20 and 22.
When securities are transferred, the partnership shall select securities to
transfer equal to the value of the capital account or a portion of the capital account
being withdrawn (i.e. without a reduction for broker commissions). Securities shall be
transferred as of the date of the club's valuation statement prepared to determine the
value of that partner's capital account in the partnership. The partnership's broker
shall be advised that ownership of the securities has been transferred to the partner as
of the valuation date used for the withdrawal.
23. Forbidden Acts. No portner shall:
(a) Have the right or authority to bind or obligate the partnership to any
extent whatsoever with regard to any matter outside the scope of the partnership
purpose.
(b) Except as provided in paragraph 17, without the unanimous consent of all the
other partners, assign, transfer, pledge, mortgage or sell all or part of his interest in
the partnership to any other partner or other person whomsoever, or enter into any
agreement as the result of which any person or persons not a partner shall become
interested with him in the partnership.
(c) Purchase an investment for the partnership where less than the full purchase
price is paid for Same.
(d) Use the partnership name, credit or property for other than partnership
purposes.
(e) Do any act detrimental to the interests of the partnership or which would
make it impossible to carryon the purpose of the partnership.
24. Amendments. The partnership may, at any time, amend this partnership
agreement by a seventy-five percent (75'7'0) majority vote of the partners.
This Agreement of Partnership shall be binding upon the respective heirs,
executors, trustees, administrators and personal representatives of the partners.
The partners have caused the Agreement of Partnership to be executed on the
dates indicated below, effective as of the date indicated above.
NAIC Online Clup Accounting: Member Status Report
o
Page I of..j
sphric 10/22/2002
Member status as of July 31, 2002
Showing member contributions since April 11, 1997
Paid in Total paid Units
Name since Total paid in since Total Market Percent
4/11/1997 in plus 4/11/1997 units value ownership
earnings
Crouse. William E. $1,391.50 $1,391.50 $1,259.76 47.7219 47.7219 $1.227.30 7.69%
Grubbs. A. Richard $2,660.60 $2,660.60 $2,481.22 87.4535 87.4535 $2,249 11 14.10%
Grubbs. Jennifer A. $975.00 $975.00 $936.53 28.6389 28.6389 $736.53 4.62%
Hail. David L $1.380.00 $1,380.00 $1.270.02 46.8864 46.8864 $1.205.81 7.56%
Hail Jane El, $1,387.50 $1,387.50 $1,278.71 46.3823 46.3823 $1,192.85 7.48%
Kleinert. Kenneth C $1.586.50 $1,586.50 $1,520.42 48.8199 48.8199 $1.255.54 7.87%
Mullin. WilliamJ.. Jr. $2,439.08 $2,439.08 $2,291.30 79.4501 79.4501 $2,043.28 12.81%
Siemons. James C. $1,825.50 $1,825.50 $1,681.99 61.6734 61.6734 $1,586.10 9.94%
Valen!een. Matilda R. $1,340.00 $1,340.00 $1,233.02 45.6878 45.6878 $1,174.99 7.37%
Wood, Donald $1,160.00 $1,160.00 $1,130.02 35.2080 35.2080 $905.47 5.68%
Wriqhtstone. Mary E. $1,409.50 $1,409.50 $1,303.64 46.0263 46.0263 (~1.183.69 7.42~
Wriqhtstone. Ruth N. $1,360.00 $1,360.00 $1,250.62 46.3573 46.3573 $1,192.20 ----1A1'%
Totals $18,915.18 $18,915.18 $17,637.25 620.3058 620.3058 $15,952.87 100.00%
Return to NAIC Online Club Accounting
Print I $.r.oe .S;iI~1JV.Iii'f K ~ / ,II.,.;rgllfeo ~,( MI//~ ;s'16t1~
https:llwww.naic-c1ub.comlc1ubs/sphric/reports/member_report.html?V aIReportDate=7%... 10/22/2002
NAIC Online Club Accounting: Valuation Statement
Page 1 of2
sphric 10/22/2002
Valuation statement as of July 31, 2002
Date first Shares Cost Price Market Percent
Security purchased owned per Total cost per value of total
share share
Alliance Semicondu... 08/21/00 10.000 $26.2000 $262.00 $5.2200 $52.20 0.3%
(ALSC)
Air Products & Che... (APD) 12/29/98 24.895 $34.3647 $855.51 $44.2500 $1,101.60 6.9%
Baker Hughes Inc. (BHI) 11/20/98 35.604 $23.6431 $841.78 $26.8000 $954.18 6.0%
Bp Amoco P.l.e. (BP) 12/31/98 26.097 $40.7770 $1,064.15 $464000 $1,210.89 7.6%
Citigroup Inc. (C) OS/23/01 20.254 $50.9830 $1,032.61 $33.5400 $679.32 4.3%
Cooper Companies (COO) 07/02/02 10.000 $47.8950 $478.95 $43.9000 $439.00 2.8%
Campbell Soup Comp... 11/02/98 1.719 $45.2472 $77.78 $23.3000 $40.05 0.3%
(CPB)
Cisco Systems, Inc. (cseo) 11/14/01 20.000 $20.5775 $411.55 $13.1900 $263.80 1.7%
Diebold Incorporated (DBD) 10/08/97 26.720 $34.6956 $927.07 $34.0700 $910.35 5.7%
Intel Corporation (INTC) 10/01/97 42.137 $254444 $1,072.15 $18.7800 $791.33 5.0%
Jacobs Engineering... (JEC) 10/16/00 20.000 $20.2565 $405.13 $34.6900 $693.80 4.3%
Pfizer Inc. (PFE) 03/31/98 15437 $35.3348 $54546 $32.3500 $499.38 3.1%
Pfizer Inc (PFE.1) 06/11/98 26.826 $38.1846 $1,024.34 $32.3500 $867.82 54%
Peoplesofl, Ineorp... (PSFT) 01/25/99 17.000 $36.2535 $616.31 $17.9800 $305.66 1.9%
Sbc Communications... 06/30/97 45.130 $40.1549 $1,812.19 $27.6600 $1,248.30 7.8%
(SBC)
Starbueks Corporal... 04/14/00 32.000 $21.3675 $683.76 $19.6300 $628.16 3.9%
(SBUX)
Starbucks Corporal... 01/12/00 40.000 $13.0500 $522.00 $19.6300 $785.20 4.9%
(SBUX.l)
Constellation Bran... (STZ) 01/25/02 20.000 $23.6725 $473.45 $28.7400 $574.80 3.6%
Target Corp (TGT) 03/20/02 19.703 $45.6773 $899.98 $33.3500 $657.10 4.1%
Verizon Communical... (YZ) 06/20/97 28.108 $45.3771 $1,275.45 $33.0000 $927.56 5.8%
Wendy's Internatio... (WEN) 10/27/97 49.613 $27.5228 $1,365.49 $36.7900 $1,825.26 11.4%
Totals $16,647.11 $15,455.76 96.9%
Cash account Total cost Market Percent
value of total
Bank $0.00 $0.00 0.0%
Broker $497.11 $497.11 3.1%
Suspense $0.00 $0.00 0.0%
Totals $497.11 $497.11 3.1%
https://www.naic-club.comlclubs/sphric/reports/valuationstatement.html?DateType= 1 & V... 10/22/2002
'EV'~m'I"71..
COMMONWEALTH OF PENNSYLVANIA
INHERiTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Mary E. Wrightstone
FILE NUMBER
21-02-0722
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.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
$ 175.00
80.35
238.00
24.00
41. 36
40.00
91.65 '
25.95
5788.00
4000.00
162.28
115.00
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17 .
18.
19.
20.
Educational Travel Experiences, Inc. - Refund
The sentinel - Subscription Refund
Cash on possession
PA Blue Shield - Dental claim (12/10/01)
Coins found in residence
(2) $20. Travelers Checques
Patriot-News - Subscription refund
The Lorenz Corporation - Magazine refund
Household good, furniture and chattels sold at Public Sale -
Valued at Sale Price
1993 Dodge Dynasty Sdn. @ Public sale price
Additional coins and currency found in residence
The Bon Ton Gift Certificate for $115.00
Death Benefit under Flexible Premium Deferred Annuity #GA277877
issued by Glenbrock Life and Annuity Company on July 21, 1999 to
Mary E. wrightstone as owner and annuitant, having a Payout Start
Date as the later of Annuitant's 90th birthday or the 10th
Anniversary of the issue date, and named the estate of Mary E.
Wrightstone as the primary and sole beneficiary
See attached letter for date of death value
St. Paul's United Church of Christ - Replacement check for (2)
uncashed pay checks
Nationwide Mutual Insurance Company - Automobile Insurance
cancellation credit refund
Partial set sterling silver
Odd Sterling pes
Asst Comm Coins
Asst Coins
134 Plates
$ 200.00
60.00
150.00
90.00
300.00
$ 800.00
16598.53
462.04
110.10 '
800.00
3.00
2.42
34.61
1310.92
Valued @ Appraisal
Clothing
Verizon - Credit Balance Refund
TV Guide - Refund
Refund Due - U. S. Income Tax
Carried Fonvaro
i9iAl~lu 1 tar Dr lhd: .... ~ir'."''''.>.......L $ 30 103 21
, .
(If more space is needed, insert additional sheets of the same size)
REV.1508EX~(1.97)
..
(continued)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
Mary E. Wrightstone
21-02-0722
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of sUNivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Brought Forward
$ 30103.21
2.
"CD Harris # 307140 $ 1249.13" shown in safe deposit box
Inventory became account number 1855307140 upon merger of Harri
into Waypoint Bank and was redeemed on 3/09/2001 prior to date
of Death on 7/31/02. See Attached "Certificate Inquiry"
No value
redeemed 3/09/01
prior to death
TOTAL (Also enter on line 5, Recapitulation) $ 30103.21
(If more space is needed. insert additional sheets of the same size)
'TD00:3001
GtJRI(ACM
Account Number
Product Type
Branch Number
-
~,wtnt Bank, ~- t
18553071.' e ~I!~ WRIGHTSTONE
C08 12 Mont8oQq,OR us, WE'll GET YOU THERE.
018 MECHANICSBURG
A N C E S
B A L
Aval.l lnt
Cur Bal
Accrued
Penalty
Pend W/H
Close Out
Hold Amt
YTD Int
YTD Fed
YTD St
Last Ren
Per Diem
.00
.00
.00
.00
.00
.00
.00
.00
.00
.00
1,509.05
.00000
D ATE S
orl.g lssue
Orig Open
Nxt Maturity
Lst Renewal
Nxt Int Pay
Lst Int Pay
Lst Activity
Lst Maint '
Cust Contact
Redeemed
04/02/1997
04/02/1997
03/02/2002
03/02/2001
03/31/2001
03/02/2001
03/09/2001
01/17/2002
04/02/1997
03/09/2001
10/08/02
12:00:26
MARYE
COD E S
Rate/APY 4.2700%
Maturity Term
Interest Period
Interest Type Fixed
Index C08 12 Month Certif
Status R Redeemed
Pen Type 03 90 Days Simple
GL Type 01 GL Type 01
Spc Attn
Officer 1 NULL CHAR FIELD U
Officer 2 NULL CHAR FIELD U
Serial Nbr
4.36%
12M
1M
F3=Exit F4=Field Help F7=History
F10=Inquiry options F12=previous
(ol
F8=Display HOlds/Alerts F9=Title Inq
F14=Add Note F15=ALLView
1998 ALLTEL Information Services, Inc.
~ ,2~1 ~ ~B
~ ~~ Ii ~~ ~
;! en ~",!2
- " '"
CIJ:s3J
c~~
E ""
m :<0
Q mz
o s:~
",!!l"
com
b; ~Q:1
'" i!!m
!i: ..e
11 3~
m ~~
g~
Effi
~J!
o ~ -
i
-' ,,~
~C!
'!!Ii!!
',m :<
":'~'.', 't!? ~
~'!iliri
. i Iji~l
..~ ..,~
.~
!
i
E
','>:
t1:_
m
n
!71
'"
""
!71
< '"
g
6/96
}";~,, (I')
;'>;1~~ihf.m
, ',,,,,,,8
\~i MIl ~
. '.-,
~j~;f~::r: a
~~~s ~:;t> ~
'"' ill :~. ~: ~~ C'l 1-7-4 .,., I
N 2, CJ Q;JJ (J) f"\,/ CJ
3: ~ ':J::J: ;!! 1-7-4 m
~ ~gg! ~ a:: ~
:J: ~ ~~p ~ r" ~,
(J) fryfi1 ~ "" V,~ -411
'.~:':~~:~ Ii,
^" ,~"
I,
!i
e
.. ..
... m
z
N if
..
... ~
'"
...
'" Iil
'n I:
",if
'" m-
", '" g~
n . -I:
n '" "'..
;0 '" !i
c
[Tj "f;l
'" if
~'~
~ ~
'"
... ;!
~ ~
'"
...
'" ..~
-" 'lie"
"0, 'Ii '"
g~u
Cz.
i:z: I'"
il~
v I:
01 "
:3: =
H ~..m
! ~.
?f 2!@ ~
z ~~=
3= !2Q~
r- ~!fii
li
:',~ I
,.)1 !l
,',J!J;' fa
, ~
o
z
:::O:~,
c",
4i:.u
~:~.
'j.,'/.
'0
,;0
"
~w
'il0
12......
J~~
I:
'~~
"0
D
-0
.,
,.
o
8
c
z
"
z
c
"
..
m
'"
-.
ro
I
ti
I
'"
'"
"
...
,"-
'"
.....
'"
'"
'J
C./..
REV.1!109 EX + (1.97)
'*'
SCHEDULE F
JOINTL Y.OWNED PROPERTY
COMMONWEALTH OF PENNS~ LVANIA
INHERITANCE lAX R.ETURN
RESIDENT DECEDENT
Mary E. Wrightstone
FILE NUMBER
21-02-0722
ESTATE OF
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT{S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Ruth N. Wrightstone
126 West Portland Street, Apt *1
Mechanicsburg, PA 17055
Sister
B.
c.
JOINTLY -OWNED PROPERTY:
LETTER DATE DESCR1PTlON OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number Of similar identifying number, Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. (3) Joint Accounts in Members 1st Federal
Credit union
Primary Account Owner - Marv E. Wriahtsto e
Account No./ Date Joint
suffix Opened Owner
A 5/27/7 11296-00 12-04-69 Ruth Wrightsto e
Balance date of death 1478.91 50% 739.46
Accrued Interest 2.19 50% 1.09
A 1/31/8 11296-05 1-31-86 Ruth N. Wright tone
Balance date of death 26932.86 50% 13466.43
Accrued Interest 47.58 . 50% 23.79
Primary Account Owner - Ruth N. Wriahtsto e
A 12/29/ 3 136868-00 11-29-93 Mary E. Wright tone
Balance' date of death 350.90 50% 175.45
Accrued Interest .45 50% .22
2. (5) Joint Certificates of Deposit in
Members 1st Federal Credit Union
Primary Account Owner - Marv E. Wriahtsto e
Acct No/ Term Date ~,~ 'Joint.. I~
Suffix Purch.'d Owner
-
A 7/17/9 11296-40 lyr 7/17/95 Ruth N. wrig tstone
Balance date of death 5392.85 50% 2696.43
Accrued Interest 6.58 50% 3.29
CARRIED FORWARD 34212.32 17106.16
} $
(If more space is needed, insert additional sheets of the same size)
REVO'''''''''O'''.'
COMMONWEALTH OF PENNS\ ,VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
(CONTINUED)
Mary E. Wrightstone
FILE NUMBER
21-02-0722
ESTATE OF
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
Ruth N. Wrightstone
126 West Portland Street, Apt #1
Mechanicsburg, PA 1 7055
Sister
B.
c.
JOINTLy.oWNED PROPERTY:
LETTER DATE OESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FORSO\NT MADE Include name of1inancial institution and bank account number or similar identifying number. Attach OATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real eslate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
~. X BROUGHT FORWARD $34212.32 50% 17106.16
2. (5) Joint Ortificata3 of Cep:sitin M3rt:ers 1st
EecEral a:alit (him
ttirraty Aax:UJt Cln!t" - !'>'my E. I'Itigtltstme
Jla:t N:l/ Tetro rate Joint
&1ffix IssErl Cln!t"
- -
A 5/8/W ll29S-4l lyr 5/8/W Rrt:h N. W:ight:stm=
E!alarna <Ete of CEath l3l86.17 SO% 6593.00
I'<::t:nErl Inl:a:"est 3).46 SO% 15.23
A 5/8;97 112%-42 lyr 5/8/W Rrt:h N. W:icjlt:stala
Ea1aroa <Ete of math 25372.39 . SO% l3l86.2J
I'<::t:nErl Inl:a:"est ro.92 SO% 3:>.46
A 1/14;93 ll296-43 1 yr" 1/14;93 Rrt:h N. W:ight:stm=
E!alarna <Ete of CEath 12572.81. SO% 6326.41
I'<::t:nErl Inl:a:"est 27.ffj SO% 13.83
Prinaty Aax:UJt a.nr - Rrt:h N. W:ight:stm=
A ll/8;99 J..Xa5&4J 18IlD ll/8;99 !'>'my E. W:ight:stm=
E!alarna <Ete of CEath 57e6.41 SO% 2893.21
I'<::t:nErl Inl:a:"est 25.21 SO% 12.00
3. A 4/27 /W Ortificate of Cep:sit #l8-55-:rJ7l40
(O:ntral. N:l. :rJ7l40) i.ssEd by H3zris &tvirgs Bank,
rDN ~ B3nk, m 4/2/97 to !'>'my E. W:ij1t:st:cna
er Rrt:h N. WrighI:st:cre - Irn.cice in Safe d2p:sit Pax
lrnientny
~iaJ !Iardl 9, XDl pd.er to ffite of dsath-See 0 0 0
at.tacI1erl
CAARlED RJW\RD ~35 n) $ 46187 .19
(If more space is needed, insert additional sheets of the same size)
'0"'.''''['''''.'
COMMONWEAlrH OF PENNSll-VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
ESTATE OF
Mary E. wrightstone
FILE NUMBER
21-02-0722
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Ruth N. Wrightstone
126 West Portland street, Apt 1
Mechanicsburg, PA 17055
Sister
8.
c.
JOINTLY-OWNED PROPERTY:
LEITER DATE DESCRIPT1QN Of PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank acccunt l'I\lmDer or Slmilar identifying number, Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed forjoinlly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
X 1< BROUGHT FORWARD $ 92374.35 50% $46187.19
4. (2) Joint Accounts in PNC Bank, N.A. in
name of Mary E. wrightstone and Ruth N.
Wrightstone, Joint OWners
Account # Date Class of
Opened Account
A 5/19/00 50-- 7rm-7036 1/1/79 :rntarest e1E:k:i.n;l
Pr:i.rriral B31arx:e d3.te of cmth 3114.46 5Ol; 1557 .23
l'a::ru3:J. 11,l=e;t .19 5Ol; .10
A 7/18/83 50--3012-1746 7/18/83 !'1::IEy M3:rXet
Pr:i.rriral B31arx:e cBte of cmth 1993.53 5Ol; 996.77
l'a::ru3:J. :JhI:ere;t .66 5Ol; .33
5 A 7/05/02 (2) JOint Certificates of Q:p::Eit is9.aj I:y m::: SEe S:hrlil.e SEe S:TIrllle
B3rk N.A. in fare; at M3ry E. Wcic#stae ard G G
Ruth N. WrigllGtu.", Joint Q<,rers Itan 4 Itan 4
6 A 1/14/94 (1) JOint a-e:ki.n:J k:o:u1t #50--7011-7688 in m:::
Ea'K, N.A. q:aEd 7/6/93 in rares of Ruth N.
Wrightsf:aE am M3ry E. Wri<JlGlu e
Pr:i.rriral B'llar= cBte of cmth 1622.69 5Ol; 811.35
0\ffilED Fffi'M) r ___n_ $99105.88 5Ol; $49552.97
S'fAL ~',Lv .:.nte. 8ft liRa G, R..H~'L;jMt!n) $
(If more space [s needed, Insert add[tlonal sheets oj the same size)
(i\t
REV.1009EX + 11-97)
.'
COMMONWEALTH OF PENNS'r ~VANIA
INHERiTANCE. TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
FILE NUMBER
21-02-0722
ESTATE OF
Mary E. Wrightstone
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedute G.
SURVIVING JOINTTENANT(S) NAME
RELATIONSHIP TO DECEDENT
ADDRESS
A. Ruth N. Wrightstone
B.
c.
126 West Portland Street, Apt 1
Mechanicsburg, PA 17055
sister
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %0' DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERESi
X H BROUGHT FORWARD $ 99105.88 50% $ 49552.97
7 A 9/63 (126) $25. Sries E u.s. S;w:in:Js J3:::rd; in rmes of
to M:ll:y E. Wri<jItstc.t'B or: ltih N. Wri<jItstc.t'B is9..aj
10/71 l:et:wxn ~ 1963 am crt. 1971 lo::ate::l in Safe
D:p:sit Em9s in IN: B3nk, N.A. in rmes of M:ll:y
E. WrigMu., amltih N. Wri.JlG,lue, as PgrJt,
or: ltih N. Wri<jItsb::rn am M:ll:y E. Wri<jll..:>l:.u.."
T c
Sea at:trlB:'l itarri2a:l. list 20472.42 50% 10236.21
8 A 1/77 (83) $50. Sries E U.S. S;w:in:Js J3:::rd; in rmes of
to M:ll:y E. Wri<j lG,lu., or: ltih N. Wri<j ,Glue is9..aj
3/80 l:et:wxn Jan 1977 am MmtI 1980 lrn.t-<rl in Joint
S;lfe D:p:sit Em9s as set fucth in Itan 7.
Sea at.taUd itarri2a:l. list 15329.26 50% 7664.63
9 A 4/80 (255) $75. Sries EE U.S. S;w:in:Js J3:::rd; in rmes of
to M:ll:y E. IlRiglf.slu., or: ltih N. Wri<JjGlue is9..aj
12/89 l:et:wxn Ap:il 1980 am Da:: 1989 lo::ate::l in S;lfe
D:p:sit Em9s as aforesaid
Sea at:trlB:'l itarri2a:l. list 29167.35 50% 14583.68
cmRIED RHmJ T8'FAL (AI"e eRter Jl~:~il~J~it"I".") ?"
82037.49
(If more space is needed, insert additional sheets of the same size)
O(
FlEV.1509E;< + (1.97)
'*
SCHEDULE F
JOINTL Y.OWNED PROPERTY
COMMONWEALTH OF PENNS~ I.VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary E. Wrightstone
FILE NUMBER
21-02-0722
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Ruth N. Wrightstone
126 West Portland street, Apt 1
Mechanicsburg, PA 17055
Sister
B.
c.
JOINTL Y.OWNED PROPERTY:
LETTER DATE DESCR.IPTION OF PROPER1Y %OF DATE OF DEATH
ITEM FOR JOINT MAOE Include name of financial institution and bank CK:COunt number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deedforjointly-hetd realestale. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
X ]t. BROUGHT FORWARD $ 164074.91 !:il% $ fr2fJ37.49
10 A 7/00 (265) $200. Sri.es EE U.s. S3.v:in:J; B::njs in raTeS
to of M3J:y E. Wri<j1tst:cna ex.- R1t:h N. Wri<j1tst:cna :isurl
7/99 l::el:w:e1 JUly 1900 am JUly 1999 1 n:at-Frl in S3fe
Dip::sit ID<es a'> afczesaid
S3e at:tadB:1 itanizaj list 42411.12 !:il% 21205.56
11 A 3/90 (4) $100. Sri.es EE U.s. S3.v:in:J; B::njs in rare of
M3J:y E. Wri<jd.str.m ex.- R1t:h N. Wri<jJGluE :isurl
in!md1 1990 kxB.te:i a'> afa:exl:irl.
S3e at:tadB:1 itanizaj list 406.56 !:il% 203.28
12 A 8/95 (6) $500. Sri.es m U.s. S3.v:in:J; B::njs in raTeS of
to M3J:y E. Wri<J Jt.stat' or R1t:h N. Wri<j1tst:cna J:et:>.en
5/98 AuJ 1995 am Miy 1998 kxB.te:i a'> afa:exl:irl
S3e at:tadB:1 itanizaj list
Pdn:::ifBl 3000.00 !:il% 1500.00
Dafemrl :mter€st: 2241. 74 !:il% 1120.87
13 A 1/98 (4) $1000. Sri.es m U.S. S3.v:in:J; B::njs in raTeS of
to M3J:y E. Wri<jIGlu", ex.- R1t:h N. Wri<JItstae
6/99 l::el:w:e1 Jan 1998 am J'tJ'E 1999 ]1'Y>ltFrl a'> afa:exl:irl
S3e at:tadB:1 itanizaj list
Pdn:::ifBl 4000 .00 !:il% 2000.00
Dafemrl nJleL"€tit 3121.18 !:il% 1560.59
$ 219255.51 50%
TOTAL (Also enter on line 6, Recapitulation) $ 109627.79
(If more space is needed, insert additional sheets of the same size)
Ol:Ol
I"'Af('I t::. k!;{J(iH,STOA/,t:!. ,E":;'7;p:r~
Jl/ ~ Of( -o7~:J..
----.
US Savings Bonds - Series E ($25.00)
iA,/ A'A-'11Y' eFt n~y e W~/r;;tlr$7lJ~e aR. ~U7"H N. W~/41OfT'.5TeJJr
Number PPE Issue i Cash-in Fed.
on hand Value
2 9/14/63 IQ201504834'iE:-~~~~/",-")' -
9/28/63 Q2017894333E ';:/;1.29
10/12/63 Q2017903310E <<1:?"E<1I~'
10/26/63 Q2017912030E ;:'/:;'.37
11/09/63 Q2022535162E ;:of: z:
11/23/63 Q2022543983E .;loe.;::1-
12/07/63 Q2026825018E :(0 r.5'j
12/21/63 Q2026833849E .:!o'l,A;;'
Date of
Issue
Tax
09/63
1~11 7- Sc.i-i- F
10/63
11/63
12/63
2
2
2
01/64
02/64
1/04/64
1/18/64 1~
2/01/64
2/15/64
2/29/64
3/14/64
3/28/64
4/11/64
4/25/64
5/09/64
5/23/64
6/06/64 :::"
6/20/64
7/04/64
7/18/64
8/01/64
8/15/64
8/29/64
9/12/64
9/26/64
10/10/64
10/24/64 .~J
11/07/64 "
11/21/64
12/05/64
12/19/64
2
:2o'l.S.,f/.
.:20 'l.fP.
~/I. .5"3
&.1/, 5.3
to 1/. 53
;;;./;,.5'/
<:1.( ~ ,':--}
:21 ;;..52-
;'.1). ,5'J
;1,08-35
:/o! .3.5'
:(09,7'1
:J.t!7/f.1f
';':d,1,/
:<09.71./
.9.1/, 7~
;;'11.18'
i;u;,U'
;:I/::I.7J'
.2/~. 1.;'
'::'/:;.7.ff
.:2./~. 7';-
:/od-, Sf
2.0'-. .Q-
207.91
;1.07'7/
~o1 f/
;;'07.7/
207.9/
190;1'/
/';0,7/
19/. U
19/.,'1
--.
"-'~'Oo -....
-::.'''10" .::-',
Q2031255723E
Q2031264389E
Q2040301475E
Q2040310244E
Q2047251133E
Q2047259744E
Q2051755549E
Q2051764177E
Q2051773150E
Q2052546766E
Q2052557534E
Q2060663295E
Q2060707191E
Q2060715868E
Q2065122897E
Q2069657656E
Q2069666606E
Q2075287490E
Q2075296501E
Q2081460229E'
Q2082257253E
Q2082265985E
Q2091669885E
Q2091678682E
Q2096314482E~
Q2096323070E
3
03/64
04/64
05/64
06/64
07/64
08/64
2
2
2
2
2
3
09/64
10/64
2
2
2
2
11/64
12/64
01/65
3
1/02/65 Q2101887974E
1/16/65 Q2101942561E
1/30/65 Q2103381288E
2/13/65 Q2106644818E
2/27/65 Q2106653372E
3/13/65 Q2112144731E
3/27/65 'il Q211215.3384E
C",':;;/i!i) P<!J,r{,W<l~/j
02/65
03/65
2
2
~
41
4/ t'JPf;W';J.17 P;I1 LltlltP ~K,J -~, -.~
,~....~.c I.':='"'i .'-:-, i-'~
04/65 . 2 4/L 65'11. Q2115214741E 19/.1,
4/24/65- Q2115343206E 1 '1I,':J.
,----
05/6~ 2 5/08/65 -~Q2115351617E /RI..<J'/
5/22/65 Q2121922153~ /8&,0'/
06/65 2- 6/05/65, Q21-24225591.E /1.1. fJ'/
6/19/65 Q2124234352~ /(, 7.~'1
07/65 3' 7/03/65 Q2124242938E - 1/'73'/
7/17/65 Q2132430802E - n7.31/
7/31/65frJ ~ /" 7,8t/.
Q2132439701E
08/65 2 8/14/65 Q2 i382-43851E~ 1'-11: 1'5
8/28/65 Q2138547898Er - 14~ IE
09/65 2 9/11/65 Q2143544071E' / ,S, 9S'
9/25/65 ~ 1~9.?
Q2143578432E
10/65 2 10/09/65 Q2149574446$-- / :. -5: 9.:f
10/23/65 Q2149583562E 1& 0: 9:?
11/65 2- 11/06/65 Q2154902808:?/ / (.;;. 9;;
11/20/65 Q2154911800E /4:;;.9::'
12/65 2 12/04/65 Q21597109051;:.. - I~,/~
12/18/65 f" Q2159719979E /='ld'. p.
J. (Ij,.,~/U, - (j/l,/~"7~'1m b;' /;;'~.13
01/66 3 I ' 1/01/66 Q2164656237E /::?'Y. 13
~ 02166 :..- 1/15/66 Q2164740582~ //;:<8'.;3 ,
2 2/12/66 Q2169383803E ;-;;:?,13
i 2/26/66 Q2169393130E 1 ~;; 13
03/66 2, ! 3/12/66 Q2171722517E / ~/, H'
) 3/26/66 Q2173038994E 1:"1,91/
, /3$01
08/69 2 I 8/09/69 Q2432300741E
, 8/23/69 Q2433668469&- 135. 01
I
09/69 2 - I 9/06/697,. Q2433679050E I~o~
I
I 9/20/69 Q2445563611E I E,O: ,,;..
10/69 2 ,- ! 10/04/69 Q2445574069E 135: 0;:
10/18/69 Q2452404654E 135; ,,;1
11/69 3. . 11/01/69 Q2458305879E 15"- P::'
11/15/69 Q2458312063E 13.5",0::'
~ 11/29/69 Q2458318171E /'5~--:: ()~
12169 2 lJ.. 12/13/69 Q2459746304E /3S,7:l.
:v
::; 12/27/69 Q2459756251E - 1.3.1[: 7:;;
K
01/70 2 'I' ~ 1/10/70 Q2459766522E }37.",,,,,
1/24/70 4~ Q2473736650E 137, tl<:>
02170 2 ' 2/07/70 Q2473746817E_ /31.3'1
2/21/70 Q2475251744E /:n ,3'}
03/70 2 3/07/70 Q2475261864E J37/2~
3/21/70 Q2481960748E }37,3;;,
04/70 2- 4/04/70 Q2481969:.10E 137,-H.
4/18/70 Q2488520342E 1;3 7.3 (,
05/70 3 j 5/02/70 Ij\ Q2488528735E- I 37.3f1
5/16/70 Q2494465352E In.5~
i 5/30/70 Q2494474009E /3'f. 3~
06/70 2. , 6/13/70'10 Q2494481953E 13,9, co
6/27/70 Q2501706190E 1 sg. 00
07/70 2' 7/11/70 Q250H11783E /39.3';
i 7/25/70 Q250171 n63E /39.S/,
08/70 2, I 8/08/70 Q2501722683E /3'1.;,'1
\ 8/22/70 Q2501128176E /59. :: ,
09/70 2 I 9/05/70 Q2520763640E 13?{,9
I 9/19/70 Q2520768945E'
t /39.'9
10/70 ,~ 10/03/70 'S- Q2520774305E 139.1;9"
-----' 5')
98 c! 1lf.JJ./6 t:l roP'WI!'I<i:2 I~ ,}''.';1./C ,'1 -
'"' ".-: ~. . I . /6$:..."1
,9li "t':U:f.H7 rL:/-,f_Ii-I"*f1) 10 !
~ r ,
~ 10/17/709'1 Q2526909623E 139. W 1 ~
-
10/31/70'00 Q2526914600E~ /-59, ?9
11/70 2 11/14/70 'Q2526919917E' )~9.(.9
11/28/70 Q2533412194E 159,1-9
12/70 2 12/12/70 Q2533417397E-- /'10,#/
12/26/70 Q2539141710E - l'IO,Oi'
-
01/71 2 1/09/71 Q2539146912E - pf",?ic
I 1/23/71 Q2539152239E - /2.(.,,:::0
02/71 2 l 2/06/71 n Q2547167520E / :",,';0
2/20/71 Q2547172679E /~,;,,~c
03/71 2 \ 3106/71 Q2559302884E /?,.,,?C
3/20/71 I/O Q2559308143E IAk.~;j
04/71 2 4103/71 Q2559313284E /7.Gt:c.
4/17/71 Q2564622018E /2.", /'0
05/71 3 5101/71 Q2564627229E 1:1', be
I 5/15/71 Q2564632333E /;;.,/;. ~C'
i
'" 5/29/71 Q2571388622E 1:2(,., (,C
06/71 2 It; 6112/71 Q2571393826E J~", 9-..~
-r
'" 6/26/71 t~:: Q2578012958E /:11:. ,,_
"
~ /;;", c-:'
07/71 2 )., 7110/71 Q2578018062E
~ 7/24/71 Q2585781586E ;"2,{"cG
~
08/71 2 8/07/71/:Zu Q25857a5967E J :26...3~
\ 8/21/71 Q2585789956E I~C.':;t.
09/71 2 9/04/71 Q2591692049E /...... :;-/
I ..-j(p._C-
1 9/18/71 Q2591696020E /;;.,. ~.;,
10/71 3 10/02/71 Q2591699946E /2~ 3",
10/16/71 Q2593233939E 1~:,.3~
10/30/71/~~ Q2593237954E ;:::..;,;.3b
-
/:;,~ '-,- '''/ I. ",
_,,!k' j'
-7:"'4 " f,_ (':-v"-_ ;: "BC4k /i,/.jC/f'Ii/IN-1J"S :J.()'17~,If:::'
"",;0, \..-_f',Ir....::; -
"K.
Dat:e of
Issue
01/77
02/77
03/77
04/77
05/77
06/77
07/77
08/77
09/77
10/77
11/77
12/77
01/78
02/78
03/78
04/78
05/78
06/78
07/78
08/78
''J09/78
10/78
11/78
.\ 12/78
.~
/VIA"'" {: W:~I';;HJ~r'O-fl~ Esnl71t
;1./ ~ tJ:J..--O 7~:l. ,:,
US Savings Bonds - Series h ($50.00) -
IN N'Mtlt:=S ItIF 11~~y ~ Wal<:tJr,s7f?)4I/it. alt. 7?Q7'JI ~ I1IIt.)tO/,tT'~7'Q.tI€
Number PPE Issue /I Cash-in Fed. Tax
on hand Value
"~()P VA'",:!",- M.!~
0'< "'1'
1 IJ.S:.so 1/29/77 2066811449E ::?.aI.Oo
2 Ila,:;,,! 2/12/77 L2075U9589E '2:;'(,.'/.? f"fel1 J' Sell ?
2/26/77 L2075183685E ~~6. 'ff
2 3/12/77 L2075187763E ;J;!&.;t.?
3/26/77 L2075191853E ';;';'.1,.,'16'
2 4/09/77 L2075195872E .:;;;,~.*
~23/77 L2083165945E ;(';(t...,...g
2 iif,'Jk 5/07/77 L2083170008E :;;~~. 7'::
5/21/77 L2083174020E ~;18. 7,;,
2, II'Itc 6/04/77 rc L2083177974E ~"'.9.;'{;
6/18/77 L2083440006E """l9,:le
3 114,;i-;:;- 7/02/77 L2083443927E ,:(;;9.1,.
7/16/77 L2083447900E G/<<;'.I{.
7/30/77 L2086765875E .l.;J, ,/, I~
2 III. r:..'f 8/13/77 L2086769871E :;1';;,~,0/.8-
8/27/77 L2097015801E ;l;Z~.'N'
2 9/10/77 L2100507809E ~-<;/, 'II?
9/24/77 L2100511725E .:<~,;; 'i:,'
2 10/08/77 L2107665667E ';?:.lo=i, ''il'
10/22/77)'-? L2107669565~ 'O;;~.Q, .<j:r~
2 IO~,!;;';, 11/05/77 L2107673518E ;;'atJ.o'1
11/19/77 L2112443395E ::<c'l, ,;''7'
3 161..30 12/03/77 L2112-447407E :Jb'f.(./O
12/17/77 L2112454084E ;((N&i1
12/31/77 12112451291E J<.olj..6o
2 Ie:: ,;!Cl
1/14/78 L2115169201E
1/28/78 L2115173123E
2/11/78 L2115176945E
2/25/78 L2115180862E
3/11/78 ,~ L2115184696E
3/25/78 L2118544576E
4/08/78 L2118548399E
4/22/78 L2118552232E~
5/06/78 L2118555999E
5/20/78 L2118559868E
6/03/78 L2127411654E
6/17/78 L2127415511E
7/01/78 L2127419330E
7/15/78 L2127423162E
7/29/78 ok L2127426961E
8/12/78 L2127430835E
8/26/78 L2127434643E
9/09/78 CD2145752229E
9/23/78 L2145756048E
10/07/78 L2145759841E
10/21/78 L2145~63585E
11/04/78 L2151233427E
11/18/78 L2151237190E
12/02/78 L2151240944E
12/16/78 L2151244721E
1'I30!7J/i] L~JS'I;."I-Ng'le
2 '1'1,3;"
2 88,.85'
2
2. 81(../1
2 g4.3~
3 ,8'f.3~
2. &?~~Z
2
2
2 . ~E,l.i7
~ .,1.3 . ~ '1
;1)
C",,;!,i'/C,J) ,FCl!!w";)l'f.:.'
~c 'I. ~>C
-;"0,/, (,.::
/ 9fl.:O";"
/ 9.J' ,,:;.
177. 7.0
177.10
I 71. 70
177.7c
IU;;'.~
/./;$,0<;;
il.if, '1
/ (,.8'. ~ If
I ~ a; ~s
/' ? / ^
(p<)'i.P~r
JU,:'s
I ~5'-5;
I/,S,S(.
L. /t.?5'"3G
I "So 3t.
J i.F. ::.:~
1,,5: :=i..,
I{'J; 5'.,'
I (,~. 'f:;
I~ 7_.3.P
1(;7. E?
Ii 7_ 3J-
Ie cOP: IJ
~l"
"' 4
/I o...$JI. 95"' 75' D., ";;Y7' 1i~w~~.....; ,
r:;:- ",JJ,.,~e loo -.c,
13CN.1fS
01/79 S'2 83. '11 1/13/79 1z- L2152302191E /~7.'P
1/27/79 L2152305958E' 1 ,,',1;J.
02/79 2 8:;.07 2/10/79 L2152309618E 16'1, It/-
2124/79 L2163613276E )'''/,/~
03/79 2 3/10/79 L2163616921E /1.'/.1"
3/24/79 L2163620544E 1~'f,I'I
04/79 2 4/07/79 L216S624134E 1 {,4,1,/
4/21/79 L2163627754E 1(,'1.1'1
05/79 2 8'2. g'(., 5/05/79 (,0 L217 4973286E 1'~1J,
5/19/79 L2174976841E 16T,7<'
06/79 3 ?3. as-' 6/02/79 L2174980395E IU,lo
6/16/79 L2174983987E f{J(,./~
6/30/79 L2174987509E It.d, Ie
07/79 2 7/14/79 L2174991083E It? 11/
7/28/79 L2174994562E 1M. It)
08/79 2 PI,'/-3 8/11/79 L2174998026E 11,~.g.;,
8/25/79 L2175001502E IG::(.g~
09/79 2 9/08/79 L2175004934E 1':<.2;
9/22/79 7e L2184760327E /~-<.~.
10/79 2 10/06/79 L2184763754E /~~,J~
10/20/79 L2184767116E 1(,,:(,4'1,
11/79 2 2:'.1'1 11/03/79 L2184770445E /. 'I..3:?
.11/17/79 L2191207770E 1~l.)I3.;;'
\ 12/79 3 12/01/79 L2191211038E o 1.'i,3,J
12/15/79 L2i91214240E J(,/f,'}.?
12/29/79 L2191217465E )J. ~'. 3:?
01/80 2 ~4,1? 1/12/80 L2201'312565E 1(,,7'~
1/26/80 L2201318569E I~ '1.3;;-
02/80 2 &'lJ.5.,' 2/09/80 Jo L2201321556E /61.!:'
2/23/80 L2201324369E 1 {,I, 1(,
03/80 2 3108/80 L2.201326966E 1"1.1:'
3/22/80 f6 L2205593411E ItI.Jd,
.23 ;;7',1-:' 165'0.....:: €.<! S:.:;- i3 7?:t(jl:.f' ? /ffl9.~
IAj ";CJV; ,VAME...-: -
.
/>l'-
Dat.e of
Issue
04/80
05/80
06/80
07/80
08/80
09/80
10/80
11/80
12/80
1/81
2/81
3/81
4/81
5/81
6/81
7/81
8/81
9/81
10/81
11/81
12/81
01/82
02/82
03/82
/14/''' E WPf/ii/lr:s7'bN-"'. 6",1'1-';'1' ~1~;r-"'7~.;:j
us Savingb Bonds Series h~~($7S.00)
IN N'M-t/lU: op I1tJl't.y E. Wfl.lgJ/rsrbAl.e ~-e.. i1u7",v AI W"II;.vl'fr'O"'~
Number PPE Issue # Cash-in Fed. Tax
on hand Val ue
" So Vm'{ )( I. 5
21~(;, 7'1 4/05/80
4/19/80
3 1;"1.9'f 5/03/80
5/17/80
5/31/80
6/14/80
6/28/80
7/12/80
7/26/80
2 11'7,.5, 8/09/80 /,t:
8/23/80
9/06/80
9/20/80
10/04/80
10/18/80
3'I09,Sg 11/01/80
11/15/80
11/29/80
12/13/80
12/27/80 J.o
2
2
2
2
2
2 lo~,3'~
1/10/81
1/24/81
2/07/81
2/21/81
3/07/81
3/21/81
4/04/81
4/1S/81
5/02/81
5/16/8L~,
5/30/S1
6/13/S1
6/27/S1
7/11/81
7/25/81
S/08/81
8/22/81
9/05/S1
9/19/81
10/03/81 '10
10/17/S1
10/31/S1
11/14/81
11/2S/81
12/12/81
12/26/81
2 Ic7.44
2
2
-
3 lo;;.:?/,
2
2
2 Ice. g';'
2
3'
2
2
K17499571EE
K17503054EZ-
K17506171EE
K17509359E~
K1S064343EE
KlS06752SEE
KlS070636EE
K1S073817EE
K1S076796EE
K1S079900EE
K1S082735EE
K1S085578EE
Kl8892236EE
K1S89497SEE
K18897586EE
K18900427EE
K1S903195EE
K18906298EE
K1890S807EE
K18911731EE
K1988612SEE
K19888809EE
K19891011EE'
K19893608EE
K19895771EE
Kl9898455EE
K19900791EE
K19903570EE
K20721835EE
K20724507EE
K20726738EE
K20729235EE
K20731311EE
K20733772EE
K20735806EE
K20738337EE
K20740568EE
K20743193EE
K20745345EE
K20747894EE "
K21381692EE
K21383987EE
K21385906EE
K21388123EE
K21390012EE
K21392334EE
lei. If
/81.11
18~.9f
12~,9.1
I~~. 91
18-J..9f
I e:l. 91
1.f...9/
16;(.'71
/79.3'1
17'1.3',1
179.3'1
17~.3'"
1 7'J. 3'1
17'7.51/.
1(,,'1.37
/(,'1..37
I t.'/.37
1(, ,/.!!;r
/{,1.37
11,"1.37
1&'1-.37
,/,1. I?
It,J,j~
It.UI.
)(,I.I..
1 t.J. It.
) {J "
15'1.:1.9
1~~,:?9
/-v'';--Y.. :.: 1
/51;),9
I~i-. :;;9
;5',,1, ::<9
J 5'{ ::(<1
1..51. :.it,
Ifl.;;'''
15!. ;<,{,
;SI,,,':
151. ;(~
/--q/~:,'
151,;;?/.
/.51.::(,
pl,:::'r:.
} 51. ;<1"
/S/.':?!.
1/09/82 K21394368EE
1/23/82 K21396718EE
2/06/82 K21398668EE
2/20/8256 K21400937EE "
3/06/82..-.,K21402819EE
3/20/82'~~ K23012928EE
C41{.'e.lf;lJ F'cJ1.<I.;I'f/
15i.~(,.
/5/.::";'
I,/t'. ;;;'1
/ f:?:<?
; 'It'. ;;-'1
L1.f. ::/1
,,- .If'
" 8'f1,i". 1;x,
2
2
2
It;".-f'l-
<j.f.g{,
-----
,r;~
r-'
/r.c..'f 9' J;; IF J'<
CDfJI,i?6(!J)
/11~
,J~~ '[Cl f~ j4p,-
l' 3 +
-
S!J.. 13it.o,."J/-r r;a..,r ti-"'-::J ~7r 75
'l2,F~ )l.1'~/liv/82 ,-'
/' 1#.; .'
04/82 2 K23014663EE-
4/17/82 'K23016713E:E= 1<lJ'. ::.1
05/82 3 5/01/82 K23019867EE' . / '1,f.:;'1
5/15/82 K23022006E~ 1'+8' 3.'1
5/29/82 K23023884EE 1'1&::''1
06/82 2 6/12/82 K23026106EE J 'fJi .~9
6/26/82 K23027915EE. J4.f. ;),9
07/82 2 7/10/82/,0 K28980077EE. 1 tj...f.~9
7/24/82 K28981867EE:" J'f.9,:I,'1 ...
08/82 2- 9t.,9~ 8/07/82 K28983863EE 1'15;38
8/21/82 K28985546EE / 'IS: "3/l
09/82 2 9/04/82 K28987525EE I%". 0!.9
9/18/82 K28989188EE /45. 3F
10/82 3 10/02/82 K28991262EE 1"15: 36'
10/16/82 K28993097EE /~~
10/30/82 K28995227EE /7',.5; :58
-
11/82 2 9J.s'? 11/13/82 K28997025EE /37.37
11/27/82 10 K34980121EE 1'37.37
12/82 2 12/11/82 K34981873EE 137.:87
12/25/82 K34983822EE 137. 37
01/83 2 9M'C 1/08/83 K34985475EE 13713/-:'
1/22/83 K34987367EE /27.37
02/83 2 .!'~J9~ 2/05/83 K34988979EE 138. Sg
2/19/83 K34990941EE 13:3.38-
03/83 2 --;;>.Jj, ,pi' 3/05/83 K34992664EE I;'$'. 7t.
3/19/83 K34994687EE 1;5. 7'/'
04/83 3 4/02/83 K34996394EE I:/.5, 7t
4/16/83 20 K39973378EE 1~5.7';
4/30/83 K39975059EE I M', 7:'
05/83 2- 80.9(.. 5/14/83 K39976887EE /<<1. '/'1
5/28/83 K39978429EE 1:1./, '1'1
06/83 2 6/11/83 K39980228EE /:v. 'If
6/25/83 K39981773EE );;').4'1
07/83 2 7/09/83 K39983648EE I ;;'1. 'Ii
7/23/83 K39985321EE 1::1.1. if'f
08/83 2' 77- tj.,8' 8/06/83 K39987274EE 119. ::ic.
8/20/83 K39988924EE )/ r;.;::'~
09/83 2 9/03/83 qc K39872080EE II 9.;>';(
9/17/83 K39879867EE //9. .::;.
10/83 3 10/01/83 K39881645EE 1/ 9. ~..
10/15/83 K40184142EE Ii '1. ~;;.
10/29/83 K40185892EE 119. <1,')..
11/83 2 7;.{.j, 11/12/83 K42337433EE lib. '/~
11/26/83 K42339265EE /16,""
12/83 2 12/10/83 K42340887EE /)"lj.i,
12/24/83 K42587961EE II t.. 'It.
01/84 2 77. ~ 'f 1/07/84 K42594624EE I If.. 'k:.
1/21/84 I(;C K42596481EE J)6, ;i"
02/84 2 7'6,11; 2/04/84 K42797503EE j/ i. IS'
2/18/84 K42799216EE 1/<j.;S"
03/84 3 3/03/84 K42800665EE //+.1-5
3/17/84 K44654780EE /1'-/0.15
3/31/84 K44656195EE /11.lr
04/84 2 4/14/84 K44667729EE /1-/, 5
- 4/28/84 K44669242EE 11'1-. 15'
05/84 2 7<!.1'f 5/12/84 K45590968EE 111,:2.1
5/26/84 K45592478EE, Iii. :;:'1
06/84 I ~ 6/09/84110 K45594238EE.F 111,;'/ .
~ - Jf9"~.IiJ~
liD C~Jif!I!<U i-C~ WAj(Jl
11 c 1(/.5 l;t,IJtI~1J1 Jtl<,/f/,f/UJ JA.,R ~
- ~
.J 7'/.1'/ 6/23/84 K47857251EE Ii}.';;} .'
07/84 2 7/07/84 K47858908E~ /1/.:1) "
7/21/84 K47860300EE III, ::.1
08/84 2 7~,"~ 8/04/84 K4787.1137E~,~ 1/)5.99 -
8/18/84 K47872524EE Ic.8.9~ -
09/84 3 9/01/84 K48098769EE<:.- 1(),f.9?
9/15/84 K48100185EE. /~t5'.9?
9/29/84 K48101953EE. J/)J? 99'
10/84 2 10/13/84 K48103430EE .,- JM.'f''l
10/27/84/ZD K49923153EE 108.1'9
11/84 2 70.~ 11/10/84 K50188610EE . 1~7"
11/24/84 K50190217EE /~91?
12/84 2 12/08/84 K50309520EE JC5. 7~
12/22/84 K5031l089EE / ~5". f..
01/85 2 7t).6.c 1/05/85 K50312422EE 105 9!?
1/19/847 K50880350EE /q.S, 'l~
02/85 2 4>9. :;,;, 2/02/85 K50881814EE 1()~.g3
2/16/847 K50883485EE 1()3,.9'd
03/85 3 3/02/85 K53443653EE JtJ.3.2.:i
3/16/85 I~O K53445282EE J 03.$<:;
3/30/85 K53446672EE Ic3. !i3
04/85 2 4/13/85 K53448191EE 10,8. (1'';
4/27/85 K53466990EE 10$. 83
05/85 2 f,O? q:;, 5/11/85 K53468477EE 103. 3.?
5/25/85 K53469768EE lca,:i'
06/85 2 6/08/85 K54821597EE ItJ3.S.;?
6/22/85 K54823034EE /OS,-3,!?
07/85 2 7/06/85 K54824706EE J M.SY
~ 7/20/85 K56171187EE, j.tJ;3,...W
08/85 3 '7.56 8/03/85 ttb K56172617EE ;,' J/) 1..3 <f
8/17/85 K56174046EE lei. 3'1
8/31/85 K56175626EE /0/.:31
09/85 2 9/14/85 K56185378EE I tJ /. a4
9/28/85 K56468902EE 10/. '!!.:J
10/85 2 10/12/85 K56470247EE /0/.3:!-
10/26/85 K56474633EE 10/. ~ Ij
11/85 2 11/09/85 K56476066EE JQ /.5<)
11/23/85 K56477716EE; Jifl ,3~
12/85 2 12/07/85 K56480108EE IfJ/.-""";
12/21/850'0 K56481704EE. , /0/.-3'1
{-4~i~ h,?,:;JMlJ . ~(J13,.~i
l1'e
~
0.;.1/
Date of
Issue
01/86
02/86
03/86
04/86
05/86
. 06/86
07/86
08/86
09/86
10/86
11/86
12/86
01/87
02187
03/87
04/87
05/87
06/87
07/87
08/87
\. 09/87
'j 10/87
11/87
12187
US Savings Bonds
Number PPE Issue i
on hand
150 I ",-' 17Jt.o~~,vr if,/i1ol4i1!.P r
2 t,7.~1., x ~1/04/86 K56483092EE I'
1/18/86 K56484585EE
2 "r.,M- 2/01/86 K56485889EE
2/15/86 K56487450EE
3 3/01/86 K56488727EE
3/15/86 K56490450EE_
3/29/86 K56491830EE
2 4/12/86 K56493421EE
4/26/86 K56494762EE
2 5/10/86J~o K56496322EE
5/24/86 K56497670EE
2 6/07/86 K61342666EE
6/21/86 K62257976EE
2 7/05/86 K64253505EE
7/19/86 K64254807EE
3 b'J.9'1- 8/02/86 K64256348EE
8/16/86 K66029295EE
8/30/86 K66030879EE
2 9/13/86 K66032260EE
9/27/86110 K66745437E&'
2 10/11/86 K66746814EE
10/25/86 K66748345EE
'2 .5;0. <;:; 11/08/86 K67359860EE
11/22/86 K67361345EE
2 12/06/86 K67362719EE
12/20/86 K67499'491EE
...
3 S'9.::J:i
2 ~..5::f.la
1/03/87 K67500927EE
1/17/87 K67502508EE
1/31/87 K67503899EE
2/14/87 \&.~ K72618965EE'
2/28/87 K72620388EE
3/14/87 K72621882EE
3/28/87 K72789577EE
4/11/87 K72791021EE
4/25/87 K72792366EE
5/09/87 K73982286EE
5/23/87 K73983691EE
6/06/87 K73985245EE
6/20/87 K73986635EE
7 /04/87 I~b K74125220EE
7/18/87 K74126668EE
8/01/87 K74128125EE
8/15/87 K75855792EE
8/29/87 K75857248EE
~ ~9/12/87 K75858602EE
99/26/87 K75860129EE
10/10/87 K75861530EE
10/24/87 K75863026EE
11/07/87 K80306448EE
11/21/87:;.;~ K80307966EE
12/05/87 K80309360EE
12/19/87 :;:'0-:> K81335127EE
Ctft.flj?,IG.J) rcJt.>vJJ/l.fJ
2
2
2 -,PTI .(.Q
2
2
3" 4,'1c
2
2
2 5;,;,=:,
2
(,; ..~ ';----...-r
~o_;:.
Series E~' ($75.00)
Cash-in
Value
? ()J.$' ,l:tf
101.3<).
101.-'3'1
99,.%
. 9~.:3':"
79,!Jt
91. ar:
9'9..3?
<J'f..s(" .
'I? 31-
99.~~
'19.3t
,/pt
oq <</
,. ,.....,
99./31.
99..3';
'J'l /f/
77.1/
9 r, 'll
977/
97. '/1
9'1. '1-/
'11. 'II.
€'.f. .?j
J>,f 83
.?Sl<f'.S
J-.R.J'3
8J. <fE
!':?<f.3
J'.f. J'.3 .
-
87..)!1 .
J>7. /:f"
.77. /,
-? 7. ;5'
.:; 7. J.!.':'
r!.IS
..ft. ::;
.f6.::lS'
5';.,.;:;5-
n.:;:;
fl ~,../
.,. .:jJ.--.:/
,n z5
.NbO'
4"1, tt'
J>1.r:o
6'1.tc
J''I>,d,c
~'i./,<J
41/.~~
.P'I. j.f'
,j>.jj,f
.r<l./~
$'1.12
,-" ----
-c ;.d'l~(J3. 57
-'<
Fed. Tax
--
~
...-'
~~ x/.s $li.Otlii,<(i t'cRJI//J,r,p ~cl ,;).,f.. 917"8. ":;-1
/-
01/88 3 5Z,I;J. 1/0l/88 K81336452EE .;'</,1;'
1/16/88 K81337845EE. ,f'/.l:f'
~ 1/30/88 K81339141EE i'<I.I.f
02/88 2 SS-,O? 2/13/88 K81'340616EE, ?;{f8 .
2/27/88 K80J"66043EE ~fl$',3.
03/88 2 3/12/88 K803ti7478EE/ .9". 53
3/26/88 K80368803EE /:1.1'3
04/88 2 4/09 88..117 K80391190EE <f;;;, ..J3
4/23/88 K80392542EE ~;;..!D
05/88 2 5/07/88 K80393919EEf .,?-:; ,::g
5/21/88 K80395174EE ,:.f~' 5'"~
06/88 2 6/04/88 K80423437EE ';..$3
6/18/88 K80424732EE ,f~. f~.
07/88 3 7/02/88 K80426164EE. )~.:\ <.,9'
j,. 5-3'
7/16/88 K80427459EE If::" .55-;
- 7/30/88 K81214795EE cPr;. 'i/
08/88 2 53,9lf 8/13/88 K81215390EE
8/27/88 . K81216781EE 80, '7/
09/88 2 9/10/88 K81218105EE ;5.:t! '1/
9/24/88 K81230672EE" 40. 'if
10/8 2 10/08/88 K81231853EE .Pc, ~J
10/22/88 K81233165EE .f' {, 91
11/88 2 11/05/88 K81234367EE S'~. "l/
11/19/88 K81267731EE ~c. 9/
12/88 3 12/03/88 K81268987EE .~t:J.9:
12/17/88 K81270353EE 2:;. '1/
12/31/88 K81271529EE .J"):'. 'if
01/89 2 ""3 ' 1/14/89 K81300621EE ~~I f/
- .'1~
1/28/89 K81301844EE O'C, 91
02/89 2 ..5a.:?..f 2/11/89 K81303111EE. ::' 7f,3;.,
2/25/89 K81304237EE 79. ;i:;J.
03/89 2 3/11/89 K86166780EE 793iJ
3/25/89 K86167886EE 7'l3:;'
04/89 2 4/08/89 K86169195EE 7'l,~:;'
4/22/89 K88206376EE 7'1.3Z
05/89 2 5/06/89 K88207671EE 7 9 .~:.
5/20/89 K88208838EE -;:3 .......
/ ".::l'j
06/89 2 6/03/89 :;;/D K88210144EE 7::1 .'
,.~
6/17/89 K88211344EE. 71, 8;:
07/89 3 7/01/89 K88236840EE" 7.) .-
. .,~""
7/15/89 K88237977EE 71.~
~ r S 7/29/89 K88239180EE 79:<;"
08/89 2 ~,/, 'f 8/12/89 K88240289EE 7%7~-
8/26/89 K90671590EE .......-..
I j, .jJ
09/89 2 9/09/89 K90672745EE 77.'1~
9/23/89 K90674000EE -.,..,..,.,
:...1";'"
10/89 2 10/07/89 K90675119EE 1;:: 7'~'.
10/21/89 ~o K94730679EE 71,7'4..
11/89 2 11/04/89 K94731845EE --..,'
.. .... //7 '
11/18/89 K94733011EE r;': 71"'-1''/.
{d\ll .
12/89 3 12/02/89 K94734062EE -..........,.
, /." ~
a 12/16/89 K94735185EE -- ....,
f I,/~' .
12/30/89 K94736218EE)5. 17t1t _
---~- ;zS5 :; :J',
. ;,j
.;{~ -r;, fiv.. 5 jf;e) cs 1:;:: f75,GC kJ/ZJS ;<?/f,.7 3:J
/1..1 oJ<)I,J,/" /'{fll1;:;:; .
P""p
..~
, .
114,(17 t-: WJlJ6#75T<7101l! EsrAYE
US Saving. Bonds Series
/~ NAft/tu of M,4,:ly Pi' W-'<IJ;IIA!S1""""~ (lit..
Date of Humber PPE Issue t
Issue on hand
</0.
3 S5:o~ J( 7/02/88
7/16/88
7/30/88
2- -5.9.91 8/13/88_
8/27/88
9/10/88
9/24/88"
10/08/88
10/22/88
11/05/88 '
1l/H/88
12103/88/
12/17/88
12131/88.
(
07/88
08/88
09/88
10/88
11/88
12/88
01/89
02/88
03/89
04/89
05/89
06/89
07/89
r
~8/89
09/89
10/89
11/89
12/89
04/90
05/90
06/90
07/90
08/90
09/90
2
2
2
3
2 ~~,q~
'2 Vt:'~/f?
2.
2
2
2
3
2 51.!?;!
2
2
2'
3 .
2 50,;);;'
3
2
2.
-
2 ~9,;:;~
f ?I!.
$';;..
R43366509EE
R43367117EE
R43367735EE
R43368342EE
R43396085EE
R43396715EE
R43397374EE
R43397992EE
R43398656EE
R43399276EE
R45653566EE
R45654174EE
R45654809EE
R45655440EE
1/14/89 R45656083EE
1/28/89 R45656730EE
2/11/89 R45697685EE
2/25/89 R45698341EE
3/11/89 R45699019EE
3/25/89.;\0 R45699671EE
4/08/89 R45700359EE
4/22/89/ . R55778775EE
5/06/89 R55779476EE
5/20/89 R55780200EE
6/03/89 R55790284EE
6/17 /8~/ R55791047EE
7/01/89 R55791810EE
7/15/89/ R55792551EE
7/29/89 R557933~8EE;;/
8/12189<30 R59375051EE
8/26/89 R59375819EE
9/09/89/ R59376554EE
9/23/89 R59377348EE
10/07/89 R59378128EE
10/23/89 R59378872EE
11/04/89 R59379617EE
11/18/89 R61354177EE
12/02/89 R61354924EE
12/16/89 R61355705EE
12/30/8~ "Ie R61356421EE
4/20/90 R63992435EE
4/20/90/" R63992436EE
5/21/90 R67266331EE
5/21/90 R67266332EE
5/21/90 R67266333EE
6/18/90 R67286791EE
6/18/9d R67286792EE
7/13/90. R67837341EE
7/13/90 R67837342EE
8/16/9050 R67866689EE
8/16/9d R67866690EE
9/15/90~~ R68204089EE
C/;-;I,;'.Ii:<1 rcn,wAIUJ
;I.J~O~~(J1d.~
E f($200.00)
7?ol'.<l I'l W.IU6I1rS7"~Alt:
Cash-in Fed.
Value
.:z::zo.4f' .
..<:la. og
;;,;za.'lJJ-
::J.1~7,/
~/-..... 7.
:2;..5, 7 P
:lIi: 1~
0';/5: 7"
.:(/.5',7t
';</.5. 7~
:;;157~
,'),).s;'7{
~5.7;;
~15. 7t
')...,,-, . ,..
/'$JIf /6 sell r
JUs. 7t /
~15.7~ '
dl/~<;' ,,-
:;'1/.5~
;;{J/.~
;W..o;;
:W,S',;'
;)/I,5J
';1,1/ -$'';''
~1i',5;' .
:;;, II. 5'-,\
;</1, ?~,
;;'/1,5.;: .
-/1 ---/
':A '7q.,
:;. /1, s.;.
.2c7.S..
/l.aT.J~
;<07, :It.
:::'()"7.'f/~
:;'c7.J~
.;?~'i.P;'...
;<,a7.~t,
:!l7ig~.
~c7,-?':-
~!)7.-PC
....<9~7 r1~
<l c,3 ,:<8'.
;/03.:J.,,ff
~~.;:;'.?
;;'&.S.:J.,y
,
J.C'3.~
dM.~
';'(,3.;;.1'
.:l 0.3 OJ.G
~ca.~';:-'
/97.5. ./
/91. E{, ,
Nut"
-------
/0 9i1. '11
, .'
,
.
~alt
I
I
~IY
-' fil-';'~ ; . /1:' \ " , IOrf1c fill
' ~ v '"' I.- . . '--0' "wAk,,:'
o'fho ' "':~. . X 1..,
--, I 41.3"- 9/1 30..>!! R68204090EE (~B~
10/90 2 ' 10/2:.:/90 R68679650EE 1 97.3{, .
10/22/90 R68679651EE I 97S{,
11/90 2 11/19/90 R690962BOEE 1'17.5r;'
11/19/90 R69096281EE 197.3),'
12/90 2 12/14/90 R69117353EE /'17/51.
12/14/90 R69117354EE /913"
01/91 2 'i'i..>;;I 1/18/91 R70670747EE 1'77,3i. i.
1/18/91 R70610748EE 1'i11..:1t, /
02/91 2-- '1~, 9~ 2/11/91 R70691682EE 19;,(.8-
2/11/91 R706916B3EE 1'i'U,J,
03/91 2 3/12/91 R70732992EE /71, ,:g,
3/12/91 R70732993EE /"l/,~a
04/91 2 4/09/91 R70750163EE l'll,{.g
4/09/91 R70750164EE 1"11. 't"
05/91 2 5/06/91 R71580365EE 191,b!i'
5/06/91 R71580366EE !~Uf'
06/91 2 6/06/9110 R73385546EE 191,1.8,
6/06/91 R733B5547EE I fl, I.P
07/91 2 7/05/91 R73411962EE 191.~,
- 7/05/91 R73411963EE fIl(,"f'"
OB/91 2 ~'l x'.... 8/05/91 R73439921EE / oN,. t7?
~l ... <'l
8/05/91 R73439922EE /J' {;. o.t
\ 09/91 2 9/09/91 R734 7237 4EE /?~.C.P
q -';; 0/09/91 R73472375EE 12.t,.(}g
10/91 2. 10/03/91 R73497108EE 1-5I..cl
10/03/91 R73497109EE /1' /.iT.!
..'" 11/91 2 . 11/06/918'~ R735~B73EE & 16V. .Dr
11/06/91 R7352 B74EE /.5' j, , ad'
12/91 2 12/05/91 R73558061EE 1?/".lJ~
12/05/91 R7355B062EE I..f'/, r;.?
01/92 2. 't'6.5".;z 1/06/92 R73587B62EE /:ff;.ct?
1/06/92 R735B7B63EE 1 J7~,CJl "
02/92 "2 ..,:.;,/; 2/06/92 RB0046293EE l;ft. ;;,;./
2/06/92 RB0046294EE 1.i'f).6 'r.j
03/92 2, 3/05/92 R800B0634EE /,f1J.{.+
3/05/92.. RBOOB0635EE I..f'c, t;,f
04/92 2 4/06/92' R80114052EE I!?~. ..if.
4/06/92 RB0114053EE Igo./,1>
05/92 2 5107/92 RB0169501EE r.fo,'f
5/07/92 RB0169502EE J..f'~.~'I
06/92 2 6/03/92 RB0195396EE lJ'tJ, (.4
6/03/92 R80195397EE !d/). 61-'
07/92 2 7103/92 RB02.30B07EE l.J'tJ . (,If
7/03/92 R8023080BEE I$e, 6:/
OB/92 2 'I3,2lj. 8/06/92 R82443695EE 175::/' /
8/06/92 . RB2443696EE 115.~;'
09/92 2 9/03/92~~' RB5900931EE 175': ?iC
9/03/92 R85900932EE /15. ~J
10/92 2 10/05/92 R85937214EE I d. 34.
\ 10/05/92 R85937215EE /7S: E~ .
I 11/92 2' 05"" 11/@/92 R88987679EE 17S.5t
\ 11/05/92 R88987680EE (7.1. ~,:;
12/92 2- ~ 3---- 1~/oG)/92 R89029553EE /75. 3';
\ .;L. '3 - 1r;i\/OW92 R89029554EE 17$3,; ,
...-...
01/93 2 'fSst; 1/06/93 R93775274EE 175':3("
~.........;.;:..- 1/06/93 '&Q R93775275EE /7f..3b
j(J '1 r;r(,.w>li?-IJ -
C IIR1'.It:.1J ~'1f9S.8a -
l'r . 'l rf \pj,(~ 4"lFr ~fi/ltU: ;; J '19(f;8rJ
02/93 2 .'i;j.5'~ 2/ '93'10 R93824811EE 170.3;:.
:;..-- 17{),!J~
2/08/93 R93824812EE
03/93 2 2'1. CL} 3/03/93/- R93865818EE J56.1t
3/03/93 R93865819EE 1.,{'t"I(,
04/93 2 4/05/93 R93905554EE /5'~,I{,
~ 4/05/93 R93905555EE M~,If.
05/93 2 ::;,f,8c 5/12/93/ R93946249EE 15'S". :<"
5/12/93 R93946250EE l.a~
06/93 2. 6/08/93, R99630548EE /S.6'::l.D
6/08/93 ~~R99630549EE 155.;J~
07/93 2 7/09/93 /~'R99656931EE I5f~
.., 7/09/93 R99656932EE 1?,5.:;'D
08/93 2 32.08 8/12/93 . R103806645EE 1:1'~/3.;(
8/12/93 R103806646EE /5:(..>1
09/93 2 9/16/93 . RI03934925EE 15:i,3:;'
9/16/93 R103934926EE 1543.:\
10/93 2 10/15/93 R104076489EE /5;r.3:;1.
10/15/93 R104076490EE &4 .g-;;
11/93 2 . 37.9c 11/15/93 R104217993EE 151.~fJ
11/15/93 . R104217994EE 151.'6
12/93 2 ' 12/13/93-""'R104334900EE I;:';, /'0
12/13/93 R104334901EE 151.(,0
01/94 2 31,9: 1/13/9j.- R107477778EE /5/, ~o
1/13/94 R107477779EE 1;[1.(.0
02/94 2 :s 7. IJ> 2/10/94- R107615077EE /'1';, ~
2/10/94 R107615078EE }+~. 7:;'
03/94 2 3/14/94/ R107146077EE I C;?. 7~
3/14/9if R107746078EE ;'-18.7:1.
04/94 2 . 4/19/94. R110743020EE I .;.J'. 7~
4/19/94 R110743021EE I Lj'?' 7:1..
05/94 2 37./~ 5/17/94/~ Rl11120159EE 14c? '!of
5/17/94 Rlll120160EE I'/R. 'I:?
06/94 2 6/15/94 Rl11277344EE J'M,Jf,?
6/15/94 Rl11277345EE 1 4JJ '#
07/94 2, 7/18/94 R112667575EE l.j,f. '/?
7/18/94 R112667576EE I'I&: fI.?
08/94 ~ ~ 'k 8/15/94 R112857548EE J'1!:'. (,0
2 ~t,1
8/15/94 R112857549EE I-'JJ, &~
09/94 2 9/15/94 R115'683964EE ( '/$ 6!J
9/15/94 R115683965EE /'1;'. ~C
10/94 2 10/19/94 )50Rl17028864EE /45."'.
- 10/19/94 Rl17028865EE N5',(,t;
11/94 2 3~.~8 11/14/94 R118001229EE / '15. J:A.
11/14/94 R118001230EE 1 '/). p..
12/94 2 12/16/94 R118279385EE 1 </.5. J.:?
12/16/94 R118279386EE 1'/01. I"
01/95 2 .3(" ';k 1/17/95 R120458007EE I'IQ'.I~
2~S'Y 1/17/95 R12045800BEE ;if.5. I'd.
02/95 2/16/95.. . R121196557EE It~. 3;1,
2/16/95 R121196558EE 1'1-'<..3::1
03/95 2 3/14/95 It.a Rl21374291EE 1'f~,.3:;.
3/14/95 R121374292EE I "/...$;;
04/95 2 4/13/95 R122692024EE 1;J.:1.:!~
- 4/13/95 R122692025EE 1'7-'132-
05/95 2 .34t;"~ 5/12/95 R123660953EE l5';,g'2
5/12/95 R123660954EE j.!J 1.li'J
06/95 2 6/12/95. R123918709EE 1:3~ ,J'o?
.....------ 6/12/95/t.1 R123918710EE l.3~ RR
/6. 7 --------.-...-.- .
C"RKlz,tJ r;"'tQ",~ SaPir. 7'
t' 0 ~iCDfI6-!Ir .~ 3() 1'1 1,1'
"( 'if
07/95 2 -, I rz;l.. 7/i 95;.g R125153549EE l'iJb,~.p~
"'-r'. c;.,.*, -
-':.- 7/17/95 . R125153550EE I'J~:?~'- ---
08/95 2. ~.;: -J.ft~ 8/11/9~17~ R126018102EE /".iJ1,5::"
-....,..
8/11/95 R126018103EE 13'1,:/;'2....
09/95 2 9/18/95 R127123793EE 13'1,:E:<
9/18/95 R127123794EE )3'1. E-<
10/95 2 10/20/95 R127573804EE J 31,3;1. /
10/20/95 R127573805EE )34,$J./
11/95 2- Ji-3.3':< 11/14/95 R128940522EE 1.as.;;"'0- .
11/14/95 R128940523EE I.:?Jl. ;<,j
12/95 2 12/15/95 R129877821EE I ~.:J,f
12/15/9~,-C R129877822EE 13;:1, :::..J
01/96 2 3$.3'CJ. 1/17/96.';;.,. R130248626EE P'?,:;;.g
~ 1/17/96 R130248627EE ;S.?,;t,,/"
02/96 2 3;;;,7~ 2/12/9~ R130549734EE 1730,5'0/
2/12/96 R130549735EE /3(1.5'0
03/96 2' 3/18/96 R131079714EE ) :50'/10
3/18/96 Rl31079715EE ISO,'iI'O -
04/96 2 4/15/96 R131872386EE /3t;, ,f?;
4/15/96 R131872387EE 12J,.Y-2>
05/96 '2':;1..., ';--:1 5/17/96 R126699101EE 130,.tY./
-":l"], -' jIC
5/17/96 R126699102EE 13~...i- /
\y 06/96 2 6/14/96~ R134818977EE 13(;,:U/.~
~I, 6/14/~ R134818978EE /-"~. :(
07/96 2 7/16/9~ R135129095EE /3CJ,~f-
7/16/96 R135129096EE J-2o..24 --
08/96 2 .3/,1f 8/09/96 R136033970EE ;:n7('/
8/09/96 R136033971EE /::.1, 7';
09/96 2 9/16/96 R136361718EE ).. 7. 7<;;
9/16/96 R136361719EE 1~7. 76
10/96 2 10/17/96 R136819604EE N7.7,;,
- 10/17/96 . R136819605EE 1':;'7.7t
11/96 2 , !!I,~c 11/18/96:"" R137581849EE /;"hd:C
11/18/96 R137581850EE In,:;.r;
12/96 2 12/16/96 R137973546EE la 7. ~ti
12/16/96 R137973547EE I::; 7.;;C]
01/97 2 - :3/,Ja 1/13/97/ R139226751EE /~7. ;;.0
1/13/97 R139226752EE I;' 7./1,0
02/97 '2 31,;;0 2/20/97_ - R141930599EE /~Ij..J'o-'
2/20/97 R141930600EE p, 'i J'c
03/97 2 3/13/97 R142215802EE I.. '1.-F,c;
3/13/97 R142215803EE )::;'i,~
04/97 2 4/11/97 ;;1./"_ R1425685 71EE p";,R'<)
4/11/97 R142568572EE I;::' 'r,c7ol
05/97 2 -;;;;'" ...? 5/12/97 R140957583EE 1;;;7,/~
...,..,.....t;:1
- 5/12/97 R140957584EE 1:<912
06/97 2' S:J..IG 6/16/97. R137060339EE 1 <R 2.P-j
6/16/97 R137060340EE ;:<%.:,tf
07/97 '23;i..(Jd:, 7/15/97. R143236749EE 1:l.5-.;J1-
7/15/97 R143236750EE I :u.;;,!j
08/97 2 31, iA 8/14/9} R143720950EE /:4t--5't /
231,S;::; 8/14/97 R143720951EE /::.(.~ /
09/97 9115/97 ~ R145303747EE ':/6, (J~-
9/15/97 R145363748EE I~.c:;-'
10/97 4 3J.11'J 10/10/97 R145585526EE 1;6; Irl'
10/10/9"'7 R145585527EE P5. ,;-
10/10-/97 R145585528EE ;::.5'.68'-
I 7joq~ 10/10/97 R145585529EE ;:ilf.j!?
12/97 12/11/97;~0 R147055379EE~
~ Cl#h!.IE',;J .,F;;/l;><II/NJ - 3'lJ75.7{,
:J~~ if'
Cl.0<.& .; $1...1: .flllA 317'15: 71,
J~97 13M/. '/ ':!a.~ J ';,3.8"1 "
12/11/9711=<7.R147055380EE
01/98 2 ;3(JJPtf 1/15/98 R147936199EE /~~.~a.
1/15/98 ) R147936200EE liJl33~
02/98 2: '30.7<). 2/13/98~~ R148234247EE j;);{.9/'
2113/98 ~7 R148234248EE 1:J.a..?~
03/98 t .30,&tf 3/12/98 R149042000EE r~.r(;
4Ilf'C"O'-
3/12/98 - R1490'42001EE 1 :j2.{i.
04/98 r~ :J(j ,~'i 4/10/98 R149389443EE 1::1:;;'. /1"
"--' 4/10/98 R149389444EE I::/,!J,./~
05/98 2 3t:.:J.O 5/19/98. R150003400EE I;J,C,iJ?7
5/19/98 R150003401EE I::!IJ.!?'c
06/98 '2 3f) ,)1; 6/11/98 R150236851EE /:l~,'itt
6/11/98 R150236852EE I ;;~A. '#
07/98 2'300 7/10/98~~oR150956704EE 1:"0. CO
7/10/98' '. R150956705EE I.fl.,; ,C~
08/98 2 ~'9' 9.0 8/13/98 R151230911EE 119. {;o
8/13/98 R151230912EE // y, (0
09/98 2 ':<'1.~o 9/15/98 R152085855EE /I y. ~
9/15/98 -- 111. =-c
.... :; R152.085856EE
10/98 ~ - 10/19/98 R152391632EE IIJ"'. ~
2 . '" II~
./' 10/19/98 R152391633EE J/R..f't>
11/98 2 '7.'18 11/12/98 R152602753EE 1/7. 9.:
11/12/98 R152602754EE 1/7. 9;;..
12198 2 .P9.3i' 12114/9~;u'~ R153410777EE 117,5'<-
12/14/98 R153410778EE )17.5';.
01/99 2 ';'9. ;l.P' 1/20/99 R153769913EE Iii. /"J.
~ 1/20/9'9 R153769914EE 117.1:-
02/99 2 a. q,)g- 2/16/99 R153993409EE 1/(,.1:;,
2/16/99 R153993410EE II C .7::"
03/99 '2 3. 9.02 3/12/99 R154224000EE IJ',E;"
--- 3/12/99 R154224001EE 1/& . '3:;'
04/99 2' -;'/i/U' 4/09/99 R156042984EE /I.f.'i;'
4/09/99 . R156042985EE 1/5.9:
05/99 '2 dg.6C 5/13/99::l,,~ R15~341469EE Iff. :la
, ...
5/13/99. R156341470EE IU. ;::~
-
06/99 2 $,8.7e 6/14/99 R156585737EE / /1.8'c
6/14/99 R156585738EE I; 'fSc
07/99 2 ~t.l.:" 7/14/99 R157658029EE I/L). <J~
~~ 7 I 14/99 . ~{ R 1 5~51l.ll3JlEF. I j';;'~ ~: EI~411. !;::
,I Jo'
1c'f1J.!.... ,- t:E 73t'''';;~- IN VClqr ~^lC- 7'-<9. 411. /;;;,
:J.OC :; e .'~ if; ~~
03/90
M",.d.Y ,E.
US Saving~ Bonds
1/>/ ,vAI1'IS'S' OF /</AI{Y e:.
Number PPE
on hand
li.""
4 5~.8~ 03/01/90
WI</s:fl.r.,s-rCJ.{/15 & -....rti! _ ;l,J,()~-01:?tJ, ~~..
Series ~ E ($100.00) ~
klR/GH'rS'-f7AJ;5, CI( JVoW"K AI. W'~/G~~
Issue II Cash-in Fed.
Value
Tax
Date of
Issue
C220659912EE
C220659913EE
C220659914EE
C220659915EE
~ct) SJ9!//!i$ FE Bt>>.kI 110! -NY AJ,#",.;;s
101.'''-
lei.""
1'011."1
it ~/OU.{-
~,,5~
/r/IC'I.5' II / ~ 11-3
I
S'c;t F
rr"
~~.J..
US Savings Bonds Series HH ($500.00)
14/ Al'AH<<,$ (')p( !-tAffY I!!". W.(tCil'rS"l"CNP' oJ{ Wlr."'H' AI. WIl;(6,I'7'srClA/.e
Dat.e of Number PPE Issue It Cash-in DEFERRED
Issue on hand Value INT.
08/95
03/96
01/98
05/98
-;;;,. J.
2 D3921463HH ,.$Ot ~::
D3921464HH ~COIC~
2 D4090867HH S'co. co:
D4090868HH ,-5'cc. t:(}
1 D4601563HH ...!lee ,G.;
.{? } D4714096HH 5oc.,J..
(n~M/~'I/" ;p CAlP.!t ,.1.1 <h,~'1 ";"HQ J' :SC/jp~;
310.43
310.43
424.22
424.22
443.70
328.74
'"
:il'Q'I1.71/
~
US Savings Bonds Series HH ($1,000)
hI NAn4$' .F /'f4i/1Y,E" WA'IG'KT$7"'''''''.c!; "i~ ~P7';( H M/<;r;:s-rc~e
Date of Number PPE Issue it Cash-in ~ ~
Issue on hand Value
01/98 2 M6552915HH Ic-c<J, cc 887.39
M6552916HH I"~-:;,::;~ 887.38
.~ 05/98 1 M6708649HH
06/99 J..o.1 M7135582HH
-r;; '1"01/. liCGc? fj1()t!.'/n' HI! 11iJNQS I"" ,.JCItt'l' ;./AI4M
/;.:::, c.c
657.48.
/:;v:;, .= ~
~ _....-
1/390. 00
- -
.-~
688.93
it
.ZJI:JtJ. te-
~ ?;;E )~ . .... ""
@ _ ~ 72-) 913J ~1'-f)L
C,,->v~) ~
~ ;+;i S"d(j &)
<<G'" 3 -"1~ t./';"61o 7.;""'? c., coli
.J.c.S-~ ;5 ""'0'1 c....-
-.J(~~~
~~ d!l 10-<;-0 J
-""'0 /.5- ~ Dt 16 .....C; 'I~ -....~ ~::L
(/ ./ (o-'L.~
.
RE'I_'51~EX'il_97) ~
-
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANCf. TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
EST ATE OF
M3.1:y E. WriyllGlu 12
FILE NUMBER
21-02-0722
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDETHE~AMEOFTl-IE'1lANSFEREE. Tl-IEIRRELATIONSHIP TO OEceOENTAA1DTHE OATE OF TRANSFER. DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
AITACHA COPV OF THE DEED FOR REAL ESTATE. ('FAPPlICA8L~\'
NUMBER VALUE OF ASSET INTEREST
t :IRA S3Yin.Js ko:unt #11296-10 in I1ID::ers 1 st F\3::Eral
G:e:lit UIim q::aE:l2/17/82 with Fllth N. Wri~
tiE rmed taEficiary
Prin::if8l B3lan:e cate of d3ath $ 39619.76 100% 0 $ 39619.76
l'a:ru3::i nll",,,,,,,t 73.36 100% 0 $ 73.36
2. rmth !BEfit urrl=r Flexible Sinfte Praniun M=-ced
knlity #2643435 issEi Qi Life u:i'> Iran:an:E ~
(rrw Allianz Life Insurarx::e <Drp3ny of N:rth l':lTEd.ca)
m !-By 25, 1993 to !my E. Wright:.st:cre, = am
annuitant, havin:J an arruity cate of !-By 25, 2!XJ7,
am rmed Icy C. !\u,,,,llLult, a clcse ftienj pdITmy
l::aEficiary, am Fllth N. Wrigblu", tEl:" sister,
=rt:in}:rt taEficiary.
Icy C. !\u,,,,llLult arrvived ani ele::terl to take tiE
c:aS1 valLE in a lurp sun disI::J:ili.rt: $ 24514.27 100% 0 $ 24514.27
3. Iurp sun rmth !BEfit Pa;uEnt fran tiE Civil S=rviCE
Fet.iIara1t Systsn p3id to Fllth N. Wright.staE, sister
of ,"... H "... iL, tiE l::aEfic:iar'l rmed m I:e5igraticn of
!BEficiary cate::l feb. 10, 1978. $ 2845.91 100% 0 $ 2845.91
4. (2) Joint certif:icaI:e3 of Qp:sit issEi Qi He Eank
N.A. in l13TE5 of !my E. Wlight:.st:cre am Fllth N.
Wright.staE, Joint CThers m 7/05/02
C/D ]\b.
21001010936
Pdn::if:al Ealarl:E cate of &ath $ 19861.12 100% $3000.00 16861.12
la::rtEd nJl=""t 21.18 100% 21.18
21 001 011294
Pdn::if:al Ealarl:E cate of &ath 2864.91 100% 2864.91
la::rtEd Interest 2.96 100% 2.96
1~803.47 fOOO.OO 861\03 47
TOTAL Iso en,er on line 7, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
, ~i'i
. .
""~"""""".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-02-0722
ESTATE OF
Mary E. Wrightstone
Oebls of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Malj;>ezzi Funeral Horne - Funeral Expense $ 9436.80
Gingrich Memorials - Inscriptions (1/2 of $590.00) 295.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
-
Name of Personal Representative (s)
Social Security Number(s) I EIN Numberof Personal Representative{s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attomey Fees $ 12900.00
3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 246.00
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. Register of Wills - (4) Short Certificates 12.00
8 Cumberland Law Journal - Executrix's Notice 75.00
9 Verizon - Phone (8/19-9/18/02) 20.70
10 Register of Wills - (4) Short Certificates 12.00
11 The Sentinel - Executrix's Notice 84.11
12 United Water Pennsylvania - Water (pending Sale) 6.71
13 Central pennsylvania Appraisals, Inc. - Real Estate 275.00
CARRIED FORWARD $ 23363.32
(If more space is neede<J, insert additional sheets of the same size)
ITEM
NVM
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINSTRATIVE COSTS
(CON'T)
DESCRIPTION
BROUGHT FORWARD
Verizon - Phone (pending Sale) - (9/19-10/18/02)
Chuck Bricker, Auctioneer - Costs ofPubhc Sale 10/12/02
Auctioneer & Clerks $900.00
Adv Costs 220.00
Setup and help 300.00
PP & L Electric Utilities - Electric 8/30-10/1/02
Ruth N. Wrightstone, Executrix - Reimbursement for costs advanced to prepare auto
for public sale:
Walmart - Replace dead battery
Triangle Car Wash - Int. Detail
$ 42.34
40.00
United Water Pennsylvania - Water 9/9-10/08/02
Borough of Mechanicsburg - Sewer and Refuse ( Final)
PNC, Bank N.A. - Checks
Chuck Bricker, Auctioneer - Appraisal
(Silverware, Coins and plates)
PP & L Electric Utilities- Electric (10/1 -10/31-02) Final
United Water Pennsylvania - Water ( 10/8/02-11/7/02) Final
Wilham L. Sunday, Atty - Reimburse For ( 1) Short Certificate
Register of Wills - Additional Probate Fee
Gail Minnich - Notary Fees
Register of Wills - Filing PA Inh Tax Return and lnventory
Reserved for filing account, recording release
additional Short Certificates and misc. expenses
TOTAL (Also enter on line 9, Recapitulation) $
AMOUNT
$
23363.32
20.65
1420.00
44.71
82.34
11.00
84.40
27.60
25.00
96.46
6.71
3.00
35.00
20.00
34.00
150.00
25424.19
(~w
REV.\5t2EX.(I.gl'\
W.''''.
'.v
".'(.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
\al-02-Q722
ESTATE OF
Mary E. wrightstone
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
128.00
1.
Ruth N. Wrightstone - Reimburse for PP&L Invoice for 7/1-7/30/02 $
2.
Outstanding
(Item 4
on 8/1/02
Check No. 8939 Drawn on Account No. 50-7008-7036
Sch F) Prior to death which cleared PNC Bank, N.A.
21.30
3.
United Water Pennsylvania - Water (7/9-8/8/02)
6.71
4.
AT&T - Phone (7/15-8/14/02)
2.12
5.
VISA - Account payable
60.45
6.
The Magazine Club Sweepstakes - Account Payable
34.50
7,
PP&L - Balance due on Budget Billing Plan
218.16
8.
MBNA - Balance VISA Card
166.82
9.
First USA - Balance Credit Card
.53
10.
Mark Dundorf - Lawn Maintenance (account payable)
100.00
11.
12.
United States Treasury - Witholding Tax on Mandatory
IRA withdrawl
PADept of Revenue- Balance Due 2002 PA 40
Individual Personal Income Tax
154.92
56.00
TOTAL (Also enter on Iln810, Recapitulation) $
(If more space is needed, insert add\\lona\ sneets of the same size)
949.51
Sit.
REV.T5T~EX.{1.~1) _~_
.-
COMMONWEoILTH OF PENNSYLVANIA
INHERrrANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
21-02-0722
Mary E. Wrightstone
JUMBE"
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (Include oulnghl spousal distJibulions)
RELA TrONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
1.
Ruth N. Wrightstone
126 West Portland street, Apt 1
Mechanicsburg, PA 17055-7411
Sister
All jointly owned
on Sch. F in amount
of:
.
$
109627.79
Transfers
SchG-1
SchG-3
SchG-4
39693.12
2845.91
19750.17
62289.20
Entire P "obate Estate
2. Ley C. Armentroot
103 West Keller Street
Mechanicsburg, PA 17055
Close Friend
Transfer
Sch G
2
24514.27
II.
ENTE'I DOLLAR AMDUNTS FOR DISTRIBUTiONS SHOWN ABOVE ON LINES 15 THROUGH 1i. AS AFPRCFRIATE. ON RE/1500 COVER SHE::T
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDE'I SE.:TiON 9113 FOR WHICH AN E.ECTION TO TAX IS NeT BEING MACE
1.
o
B. CHARITABLE AND GOVE'INMENT AL DISTRIBUTIONS
1.
o
TOTAL OF PART II. ENTE'I TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHES" I $
(If more space is needed, inse~ additional sheels of the same sizel
o
STATUS RF. PORT UNDER RULB 6.12
Name of Decedent: Mary E. Wrightstone
DmeofDeath: July 31 , 2002
Will No.: 21-02-0722
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:
State whether administration of the estate is complete:
Yes [~ No ~]
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:
Did the personal representative file a final account with the Court?
Yes_ No [~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: N/A
c. Did the personal representative state an account informally to the parties
in interest? Yes
Co
Date: July t3 ,
Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Cqoy of Fani~f Settle~l~t Agreement is attached
2004 ~.~?,- .9,~;~
Signature /
hereto.
William L, Sunday
Name
39 West Main Street
Mechanicsburg, PA 17055-6230
Address
(717) 766-9622
Telephone No.
Capacity: ["'] Personal Representative
[-~ Counsel for personal representative
FAMILY SETTLEMENT AGREEMENT
21-02-0722
THE FIRST ANI) FINAL ACCOUNT OF RUTtl N. WRIGIITSTONE.
EXECUTRIX, UNDER THE LAST WILl. AND TESTAMENT OF
MAR'~' E. ~VRIGHTSTONE,/,ATE OF THE BOROUGH OI:
MECt lAN ICSBURG, COUNTY OF CUMBERLAND? AND STATE
OF PI-~NNSYLVANIA. DECEASED AND RELEASE OF THE
DISTRtBUTEES UNT)ER THE WILL OF SAID DECEDENT ttERETO
AT'I'..\Ci tED.
Date of Death: July 31, 2002
Date Letters Advertised:
Cumberland Law Journal August 23 & 30 and September 6.21~02
The Sentinel-August 20 & 27 And September 3, 2002
PERSONALTY PRINCIPAL ACCOUNT DEBITS
Mary Wrightstone Estate
Accountant charges herself with the Personal Property set forth in the Inventory
filed in the Office of Register of Wills in and for Cumberland County
in ti~c amount of:
Accountant also &mug. es herself with the following:
131745.53
2t}tl2
Sept 26
(~c: 24
l)ec 3 [
t>,~tla N. ~,\'righ~s~cone - Loan to pay Funeral Expenses
Taxes & Debts
Rut?, N.¥Vrightsone- Mininmn Required in Members 1st
SaxSngs for IRA
Nlcmbers l < FCU - 'VIS,.\ Credit
(Titizcns Bank Bank Check to Replace Check
Returned For Insf
Pansy L. Mason - Check returned charge
Membergs 1~ FCU - 2002 llLA Payment
i9<~09.73
25.00
5,5.51
4 00.00
[0 }0
!549.[8
201}3
..\p:- l t)
.\pr 17
-\V- 25
Nov
ttearst Corporation- Good iHousekeeping Refund
American Readers Services Corp.- Refund
Members 1< ECU - Visa Credit
Jayne W. Ste~x art - Prorated Sewer & R¢fhse
Prorated School Realty Taxes
47.14
926.71
6.66
I0'X.94
,18.0.>
9~3.85
PESONALTY PRINCIPAL ACCOUNT DEBITS
Mary Wrightstone Estate (con't)
brought forward
158599.43
Nov 25
Nov 26
Chuck Bricker, Auctioneer - Gain on Public Sale of plates
11/08/02 - 26 plates - gross receipts 132.00
less commission 32.00
Net Receipts 100.00
11/22/02 - 32 plates - gross 312.00
less commission 72.00
Net Receipts 240.00
Receipts 340.00
less appraised value 300.00
Gain on sale of 58 plates 40.00
Nationwide Mutual Life Ins. Co. - Premium Refund
Cancellation of Fire Insurance
40.00
244.85
2004
SUB-TOTAL 12/31/04
158884.28
Jan
Jan 31
Gain on Sale of the
following:
39 plates 375.00
less commission 134.00
Received 241.00
Household goods 226.00
less commission 67.00
Received 159.00
Gain on sale
Gain on Sale of the following:
10 plates
less commission
Received
Household goods
less commission
Received
Gain on sale
440.50
146.84
293.66
159.00
400.00
71.00
23.66
47.34
293.66
341.00
400.00
341.00
carried forward 159625.28
PESONALTY PRINCIPAL ACCOUNT DEBITS Mary Wrightstone Estate (con't)
brought forward 159625.28
Mar 21
Gain on Sale of the
following:
22 plates 128.00
less commission 38.18
Received 89.82
Household goods 242.50
less commission 72.32
Received 170.18
Gain on sale
170.1~
260.00
260.00
Apr 14
Gain on Sale of the
following:
34 plates
less commission
Received
Household goods
less commission
Received
Gain on sale
151.50
49.17
102.33
189.00
61.33
127.67
102.33
230.00
230.00
Apr 21
Gain on Sale of the
following:
13 plates
less commission
Received
Household goods 81.00
less commission 25.30
Received 55.70
93.50
29.20
64.30
55.70
Gain on sale 120.00 120.00
TOTAL PERSONALTY PRINCIPAL ACCOUNT DEBITS
PESONALTY PRINCIPAL ACCOUNT CREDITS
Mary Wrightstone Estate
Accountant asks'credit for the following:
2002
Aug 24
Aug 24
Aug 24
Aug 24
Aug 27
Aug 27
Aug 27
Sept 3
Sept 6
Sept 6
Sept 6
Sept 9
Sept 11
Sept 11
Sept 17
Sept 25
Sept 25
Oct 7
Oct 12
Oct 12
Oct 16
Oct 18
Oct 21
Oct 18
Oct 28
Oct 28
Nov 3
Nov 16
William L. Sunday - Reimburse costs advanced
Register of Wills - Probate fees
(4) Short Certificates
Cumberland Law Journal
Ruth N. Wrightstone - Reimburse Costs Advanced
PP & L Electric Utilities (7/1-7/30/02)
United Water Pennsylvania (7/9 - 8/08/02)
AT & T - Phone ( 7/15 - 8/14/02)
Ruth N. Wrightstone - Reimburse Costs Advanced
VISA - Account Payable
Gingrich Memorials - Inscription
Verizon - (8/19-9/18/02)
Malpezzi Funeral Home - Funeral Expense
Malpezzi Funeral Home - Additional Funeral Expense
The Magazine Club Sweepstakes - Payment due 7/25/02
PPL Electric Utilities - Account Payable (Budget Plan)
MBNA America - VISA Card Balance Due
First USA. Balance Credit Card
Register of Wills - (4) Short Certificates
The Sentinal- Executrix Notice
United Water PA - (8/8-9/9/02)
Central Penn Appraisals, Appraisal (Realty)
Verizon- (9/9-10/19/02)
PPL Electric Utilities 9 8/30 - 10/1/02)
Chuck Bricker, Auctioneer - Public Sale
Ruth N. Wrightstone - Reimburse Costs Advanced
Battery For Auto
Detail Car For Public Sale
United Water PA (9/9-10/8/02)
Gingrich Memorials - Balance Due
Borough of Mechanicsburg- 4th Quarter
Sewer
Refuse
PNC - Check for Auto Returned (Ins. F)
Bank Charge
Register of Wills, Agent - PA Inh Tax Payment
Chuck Bricker, Auctioneer - Appraisal (personalty)
PNC - Check Printing Charge
PPL Electric Utilities - (10/1- 10/31/02)
246.00
12.00
258.00
75.00
60.45
300.00
42.34
40.00
54.40
30.00
4000.00
10.00
333.00
128.00
6.71
2.12
360.45
20.70
9085.00
351.80
34.50
218.16
166.82
.53
12.00
84.11
6.71
275.00
20.65
44.71
1420.00
82.34
11.00
290.00
84.40
4010.00
37795.88
25.00
27.60
96.46
Carried forward 54993.65
PESONALTY PRINCIPAL ACCOUNT CREDITS
Mary Wrightstone Estate (con't)
2002 ,(con't)
Nov 26
Nov 27
Dec 13
Dec 19
Dec 19
Dec 31
brought forward
United Water PA - (10/8-11/7/02)
HRIC - Charge
PPL Electric Utilities ( 10/31-12/3/02)
Mark Dundore - Lawn Care
United Water PA - (11/7 - 12/9/02)
IRS Withholding on IRA Payment -
SUB - TOTAL 12/31/02
54993.65
6.71
6.41
164.80
100.00
11.00
154.92
55437.49
2003
Jan 7
Jan 7
Jan 20
Feb 12
Feb 24
Feb 28
Apr 1
Apr 1
Apr 15
Apr 22
Apr 22
Apr 22
Apr 22
Apr 22
Jun 4
July 14
Julyl4
July 14
July 22
July 23
Sept 3
Sept 3
Sept 17
Oct 1
Oct 6
Borough of Mechanicsburg - Sewer &Refuse (Jan)
PPL Electric Utilities - (12/3/02 - 1/2/03)
United Water PA (12/09/02- 1/9/03)
PPL Electric Utilities (1/2/03-1/31/03)
United Water PA (1/9/03-2/6/03)
Stjepan Fromml - Snow Removal
William L. Sunday - Reimburse (1) Short Certificate.
PA Dept of Revenue - 2002 Individual Income Tax
Borough of Mechanicsburg - Sewer & Refuse (June)
Register of Wills - Additional Probate Fee
Gail Minnich - Notary Fees
Register of Wills - Filing Fees
Register of Wills, Agent- Bal PA Inheritance Tax
William 1. Sunday - Partial Attorney's Fees
F.M. Berkheimer- Service Contract
PPL Electric Utilities (6/2-7/1/03)
Borough of Mechanicsburg - Sewer & Refuse (3~d Qtr)
Barry L. Herkard, Tax Collector - 2003-04 School Tax
United Water PA (6/9-7/9/03)
Ruth N. Wrightstone - Payment of Loan of 8/23/02
United Water PA - (7/9/03-8/8/03)
PPL Electric Utilities (7/1-7/30/03) 14.20
(7/30-8/28/03) 13.67
United Water PA (8/8/03-9/8/03)
Borough of Mechanicsburg - Sewer & Refuse
PPL Electric Utilities
32.07
128.01
11.00
249.52
6.71
100.00
3.00
56.00
39.07
35.00
20.00
34.00
2948.86
6450.00
125.30
25.24
117.22
1548.75
6.75
19909.73
6.75
27.87
11.07
117.22
20.82
carried forward 87467. 45
PESONALTY PRINCIPAL ACCOUNT CREDITS
Mary Wrightstone Estate (con't)
2003 (con't)
Oct 30
Nov 4
Nov 4
Nov 19
Nov 24
Dec 2
Dec 4
brought forward
United Water PA - (9/8 - 10/7/03)
PPL Electric Utilities - (9/30-10/20/03)
Nationwide Mutual Fire Insurance
United Water PA - (10/7 - 11/6/03)
William L. Sunday - Partial Attorney Fee
PPL Electric Utilities Final Bill
United Water PA - Final Bill
SUB-TOTAL 12/31/03
87467.45
6.75
86.96
267.85
6.75
3225.00
115.61
8.60
91184.97
2004
May 18
May 18
May 18
William L. Sunday -Balance of Attorney Fee
Register of Wills - (1) Short Certificate
Register of Wills -= Filing Family Settlement Agreement
3225.00
3.00
17.00
TOTAL PERSONALTY PRINCIPAL ACCOUNT CREDITS 94429.97
PESONALTY INCOME ACCOUNT RECEIPTS
Mary Wrightstone Estate
Accountant Charges herself with the following:
2002
Sept 18
Sept 18
Sept 23
Sept 30
Sept 30
Sept 30
Oct 4
Oct 24
Oct 31
Oct 31
Nov 21
Nov 30
Nov 30
Dec 19
Dec 23
Dec 31
Dec 31
Prudential Insurance Company - Interest (Policy # 63-602-578)
Prudential Insurance Company - Interest (Policy # 22-228-767)
PNC Bank Interest ( Estate Account)
Federal Employees' Group Life - Interest
Met Life - Interest
Members 1 st FCU -- Dividend
GlenBrook Life and Annuity - Interest
PNC Bank - Interest
Met Life - Interest
Members 1st Dividend
PNC Bank- Interest
Met Life - Interest
Members 1st - Dividend
Prudential Financial - Dividend
PNC Bank - Interest
Met Life - Interest
Members 1st - Dividend
SUB-TOTAL 12/31/02
240.01
69.55
.05
47.63
.78
.19
122.44
28.85
24.41
.12
23.40
23.66
.12
54.00
23.97
24.42
.12
683.72
2OO3
Jan 24
Jan 31
Jan 31
Feb 21
Feb 28
Feb 28
March 24
March 31
March 31
PNC Bank- Interest
Met Life - Interest
Members 1st - Dividend
PNC Bank- Interest
Met Life - Interest
Members 1st - Dividend
PNC Bank- Interest
Met Life - Interest
Members 1st- Dividend
24.10
24.19
.50
21.26
21.87
.09
23.54
24.33
.10
carried forward 823. 70
PESONALTY INCOME ACCOUNT RECEIPTS
Mary Wrightstone Estate (con'0
2003 (con't)
April 23
April 30
April 30
May 22
May 31
May 31
J~e23
J~e30
J~e30
July 24
July 31
July 31
Aug 22
Aug 31
Aug 31
Sept 4
Sept 4
Sept 23
Sept 30
Sept 30
Oct 24
Oct 31
Oct 31
Nov 14
Nov 20
Nov 30
Dec 18
Dec 22
Dec 31
PNC Bank - Interest
Met Life - Interest
Members 1st - Dividend
PNC Bank - Interest
Met Life - Interest
Members 1st - Dividend
PNC Bank- Interest
Met Life - Interest
Members 1st - Dividend
PNC Bank- Interest
Met Life - Interest
Members 1st - Dividend
PNC Bank- Interest
Met Life - Interest
Members 1st- Dividend
U.S. Treasury Interest
U.S. Treasury Interest
PNC Bank - Interest
Met Life - Interest
Members 1st- Dividend
PNC Bank- Interest
Met Life - Interest
Members 1 st _ Dividend
PNC Bank - Interest
Met Life - Interest
Members 1st - Dividend
PNC Bank - Interest
Met Life - Interest
Members 1st - Dividend
brought forward
((1) $50.00 Bond)
((48) $200.00 Bonds)
SUB-TOTAL 12/31/03
823.70
22.67
23.70
.15
19.44
24.49
.38
17.63
23.70
.37
14.78
24.49
.32
8.29
24.60
.32
1.44
234.64
6.88
24.00
.25
6.92
24.80
.26
10.40
7.24
.25
67.50
23.00
.26
1436.87
carried forward 1436.87
PESONALTY INCOME ACCOUNT RECEIPTS
Mary Wrightstone Estate (Con't)
2004
Jan 23
Jan 31
Feb 20
Feb 29
Mar 24
Mar 3 !
Apr 22
PNC Bank- Interest
Members 1 st _ Dividend
PNC Bank- Interest
Members 1 st _ Dividend
PNC Bank - Interest
Members 1st - Dividend
PNC Bank- Interest
brought forward 1436. 8 7
24.83
.26
21.77
.24
25.70
.26
22.61
TOTAL PERSONALTY INCOME ACCOUNT RECEIPTS 1532.54 ~'~
PESONALTY INCOME ACCOUNT EXPENDITURES
Mary Wrightstone Estate
Accountant asks credit for the following:
2003
Aprl
Aprl
PA Dept of Revenue - 2002 Estate Income Tax
U.S. Treasury - 2002 Estate Income Tax
SUB-TOTAL 12/31/03
91.45
67.41
158.86
2004
Apr 8
PA Dept of Revenue - 2003 Fiduciary Income Tax
27.00
TOTAL PERSONALTY INCOME ACCOUNT EXPENDITURES 185.86
REAL F.,STATF., ?RINC~AL ACCOUNT DEBITS
Mary Wrightstonc Estate
Accountant charges herself with the real estate described in the Inventory
filed in the Register of Wills Office aforesaid in the amount of:
139000.00
Account also charges herself with the following:
2002
Dec 19 Nationwide - Refund of excess Premium
104.00
TOTAL REAL ESTATE PRINCIPAL ACCOUNT DEBITS 139104.00
2002
Nov 15
Dec 17
2003
Jan 13
Oct 20
Nov 24
Nov 24
REAL ESTATE PRINCIPAL ACCOUNT CREDITS
Mary Wrightstone Estate
Accountant asks credit for the following:
Nationwide - Fire Insurance Premuim
Ruth N. Wrightstone - Reimburse Costs Advanced:
Verified Thermostat trouble in Electric heating
Sub-Total 12/31/02
F.M. Berheimer - Replace Defective Thermostats
J.S. Norford - Faucet Repairs for public sale
Chuck Bricker, Auctioneer Commission $1320.00
Advertising 296.25
Recorder of Deeds - Realty Transfer Tax
Sub-Total
810.00
59.00
869.00
472.00
195.08
1616.25
1320.00
4472.33
Account also asks credit for the following:
2003
Nov 24
Loss on public sale of Real Estate
Appraised / Inventory Value
Sale Price
139000.00
132000.00
7000.00
7000.00
TOTAL REAL ESTATE PRINCIPAL ACCOUNT CREDITS 11472.33
REAL ESTATE INCOME ACCOUNT RECEIPTS
Mary Wrightstone Estate
2003
Accountant charges herself with the following:
Jan 28 Tonya L. Thompson - Feb Rent 400.00
March 7 Tonya L. Thompson - March Rent 400.00
April 5 Tonya L. Thompson - Apr Rent 400.00
May 30 Tonya L. Thompson - May Rent 400.00
Nov 24 Jayne W. Stewart - Prorated Boro County and
Liberty Realty Taxes
TOTAL REAL ESTATE INCOME ACCOUNT RECEIPTS
46.89
1646.89
REAL ESTATE INCOME ACCOUNT RECEIPTS
Mary Wrightstone Estate
- - '¥n~ant charges herself with the following:
Tonya L. Thompson - Feb Rent
Tonya L. Thompson - March Rent
Tonya L. Thompson - Apr Rent
'Fonya L. Thompson - May Rent
Jayne W. Stewart - Prorated Boro County and
Liberty Realty Taxes
400.00
400.00
400.00
400.00
46.89
TOTAL REAL ESTATE INCOME ACCOUNT RECEIPTS 1646.89
Mary Wrightstone Estate
2003
Jan 7
Mar 11
Mar 18
Mar 27
Apr 15
15
16
May 19
June 11
June 23
Accountant asks credit for the following:
Borough ofMechanicsburg - Sewer 8~ Refuse (Feb & Mar)
PPL Electric Utilities (1/31-3/03/03)
United Water PA (2/6-8/6/03)
Barry L. Herkard, Tax Collector - 2003 Boro, County & Library
PPL Electric Utilities (1/31-3/03/03)
Borough ofMechanicsburg - Sewer & Refuse (Feb & Mar)
United Water PA (3/6 - 4/07/03)
United Water PA (4/7 - 5/7/03)
PPL Electric Utilities (5/2-6/2/03)
United Water PA (5/7- 6/9/03)
TOTAL REAL ESTATE INCOME ACCOUNT EXPENDITURES
64.15
282.55
15.30
462.58
175.27
78.15
11.00
15.39
59.00
15.39
1178.78
To: Ruth Wri h one-§o e Uenefie
Bon Ton Gift Certificate (item 16)
Sterling Silver and Coins
Clothing (item 21)
Total Advancements
115.00
500.00
3.00
618.00
RECAPITULATION
PERSONALTY:
Principal Account
Debits
Credits
Balance
$
$
Income Account
Receipts
Expenditures
Balance
$ 1532.54
185.86
$ 1346.68
REAL ESTATE
Principal Account
Debits
Credits
Balance
$ 139104.00
11472.33
$ 127631.67
Income Account
Receipts
Expenditures
Balance
$ 1646.89
1178.78
$ 468.11
TOTAL DISTRIBUT~LE ESTATE
LESS ADVANCEMENTS
160235.28
94429.97
65805.31
1346.68
127631.67
468.11
195251.77
618.00
Cash
PNC Bank, N.A $ 189941.49
Member's 1st 304.10
The aforesaid balance consists of the following:
135 shs Prudential Financial, Inc
$ 190245.59
$ 194633.77
$ 4388.18
BALANCE IN HANDS OF ACCOUNTANTS FOR DISTRIBUTION $ 194633.77
PROPOSED SCHEDULE OF DISTRIBUTION
The balance for distribution in the hands of Ruth N. Wrightstone, Executrix under
the Last Will and Testament of Mary E. Wrightstone deceased, as appears by the
First and Final Account is: $ 194633.77
TO:
DISTRIBUTION AND AWARD
Ruth N. Wrightstone - Entire Estate
135 shs Prudential Financial, Inc. Common Stock,
$ 4388.18
Cash
PNC Bank, N.A. 189941.49
Members 1st FCU 304.10 $ 190245.59
TOTAL $194633.77
RELEASE
WHEREAS, Mary E. Wrightstone, died on July 31, 2002, leaving her
Last Will and Testament dated February 6, 2002, Where in and whereby she gave,
devised and bequeathed all the rest, residue, and remainder of her Estate after the
payment of her just debts and funeral expenses unto her sister,
Ruth N. Wrightstone, providing she survived the decedent by sixty (60) days; and
WHEREAS, she further provided that in the event her sister predeceased
her or died on or before the sixtieth (60th) day following her death, she gave,
devised and bequeathed the residue of her Estate to the Charity and indivduals
named in Item 2 of her Will, and
WHEREAS, her sister, Ruth N. Wrightstone survived the Testatrix by the
sixty (60) days, the residue of the Estate is distributable to her surviving sister,
Ruth N. Wrightstone.
NOW KNOW ALL PERSONS BY THESE PRESENTS, that I,
Ruth N. Wrightstone, sole legatee, devisee and distributee of the Estate of of said
decedent, and the only person entitled to share in the distribution of said Estate,
do hereby declare and say that I have examined the foregoing Account and
Schedule of Distribution and find the same to be tree and correct and in strict
accordance with the terms and provisions of said Will, and do hereby
acknowledge that I, this day have had and received of and from Ruth N.
Wrightstone, Personal Representative of the Estate of Mary E. Wrightstone the
common stock and cash set opposite my name in the above stated Schedule of
Distribution, in full satisfaction, payment and discharge of all such sum or sums
of money, legacies and bequests, share or shares, purparts and dividends which
were due, owing payable and belonging me, by any means whatsoever, for or on
account of my full share, part or dividend of the Estate of the said decedent and
all interest accrued thereon.
NOW THEREFORE, I, Ruth N. Wrightstone, the sole legatee, devisee
and distributee of the Estate of Mary E. Wrightstone, deceased, do by these
presents remise, release, quit-claim and forever discharge the said Ruth N.
Wrightstone, her heirs, executors and administrators, of and from said shares or
dividends of said Estate aforesaid, and of and from all actions, suits, payments,
accounts, reckonings, claims and demands whatsoever, for or by reason thereof,
or of any other act, matter, cause or thing whatsoever, from the beginning of the
world to the day and date of these said presents.
AND, desiring to avoid the delaying and expense of the settlement of the
said Estate by filing the foregoing Account of said administration in the Office of
the Clerk of the Orphans' Court of the Court of Common Pleas of Cumberland
County, Pennsylvania, and by having the balance in the hands of the Executrix, as
shown by said Account, distributed by an auditor appointed by the Orphans Court
Division of the Court of Common Pleas of Cumberland County, I do hereby agree
that the foregoing statement concerning the manner of settlement may be recorded
with the same effect upon me as if the same had been reported by the said Court
of Common Pleas, Orphans' Court Division.
AND, in consideration of the aforesaid settlement being made without the
aid of said Court of Common Pleas, Orphans' Court Division, that I, Ruth N.
Wrightstone, do hereby agree that if any debts or demands other than those
included within The First and Final Account of the said Ruth N. Wrightstone,
Executrix of the Estate of Mary E. Wrightstone, deceased, as hereinbefore set
forth, shall be hereafter recovered against the Estate of said decedent and be
legally payable out of the same, that I, Ruth N. Writghtstone, shall return to said
Executrix such ratable amounts thereof as may be necessary to pay such legally
enforceable debts or demands.
this
IN WITNESS WHEREOF, I have hereunto set my hand and seal
/d day of ,~~ ,2004.
l~uth N. W~rightsto~e
STATE OF PENNSYLVANIA '
· SS.
COUNTY OF CUMBERLAND ·
Before me, the subscriber, a Notary Public in and for said State and
County, personally appeared, Ruth N. Wrightstone, and in due form of law
acknowledged the foregoing Release to be her act 'and deed and desired that the
same might be recorded as such.
WITNESS my hand /~ day of
and notarial seal this
,2004.
$ot eu!
Notadal SeaJ
Gall P. Minnich, Notary Pubr~
Mechan~Sburg Bom, Cumberland County
My Commission Expires Dec. 9, 2006
Member, PennsCvania Ass-~atJon Of Notaries
(SEAL)
2002
Aug 23
Sept 3
Sept 26
Oct 24
Nov 8
Dec 31
F~I~Y ~q~EMENT AGREEMENT
3~.-02-0722 ~
THE FIRST AND FINAL ACCOUNT OF RUTH N. WRIGHTSTONE,
EXECUTRIX, UNDER THE LAST WILL AND TESTAMENT OF
MARY E. WRIGHTSTONE, LATE OF THE BOROUGH OF
MECHANICSBURG, COUNTY OF CUMBERLAND, AND STATE
OF PENNSYLVANIA, DECEASED AND RELEASE OF THE
DISTRIBUTEES UNDER THE WILL OF SA1D DECEDENT HERETO
ATTACHED.
Date of Death: July 31, 2002
Date Letters Advertised:
Cumberland Law Journal - August 23 & 30 and September 6, 2002
The Sentinel - August 20 & 27 And September 3,200~"
PERSONALTY PRINCIPAL ACCOUNT DEBITS
Mary Wrightstone Estate
Accountant charges herself with the Personal Property set forth in the Inventory
filed in the Office of Register of Wills in and for Cumberland County
in the amount of:
131745.53
Accountant also charges herself with the following:
Ruth N. Wrightstone - Loan to pay Funeral Expenses
Taxes & Debts
Ruth N.Wrightsone - Mininum Required in Members 1 st
Savings for IRA
Members 1st FCU - VISA Credit
Citizens Bank - Bank Check to Replace Check
Returned For Lnsf
Pansy L. Mason - Check returned charge
Membm's 1st FCU - 2002 IRA Payment
19909.73
25.00
56.51
4000.00
10.00
1549.18
2003
Apr 10
Apr 17
Apr 25
Nov 24
Hearst Corporation - Good Housekeeping Refund
American Readers Services Corp. - Refund
Members 1st FCU - Visa Credit
Jayne W. Stewart - Prorated Sewer & Refuse
Prorated School Realty Taxes
47.14
926.71
6.66
104.94
218.03
973.85
carried forward
158599.43
PESONALTY PRINCIPAL ACCOUNT DEBITS
Mary Wrightstone Estate (eon't)
brought forward
158599.43
Nov 25
Nov 26
Chuck Bricker, Auctioneer - Gain on Public Sale of Plates
11/08/02 - 26 plates - gross receipts 132.00
less commission 32.00
Net Receipts 100.00
11/22/02 - 32 plates - gross 312.00
less commission 72.00
Net Receipts 240.00
Receipts 340.00
less appraised value 300.00
Gain on sale of 58 plates 40.00
Nationwide Mutual Life Ins. Co. - Premium Refund
Cancellation of Fire Insurance
40.00
244.85
2004
Jan
Jan 31
SUB-TOTAL 12/31/04
Gain on Sale ofthefollowing:
39 plates 375.00
less commission 134.00
Received 241.00
Household goods 226.00
less commission 67.00
Received 159.00 159.00
158884.28
Gain on sale 400.00 400.00
Gain on Sale of the following:
10 plates 71.00
less commission 23.66
Received 47.34
Household goods 440.50
less commission 146.84
Received 293.66 293.66
Gain on sale 341.00 341.00
carried forward 159625.28
PESONALTY PRINCIPAL ACCOUNT DEBITS
Mary Wrightstone Estate (eon't)
broughtforward
159625.28
Mar 21
Gain on Sale of the following:
22 plates 128.00
less commission 38.18
Received 89.82
Household goods 242.50
less commission 72.32
Received 170.18
170.18
Gain on sale 260.00 260.00
Apr 14
Gain on Sale of the following:
34 plates 189.00
less commission 61.33
Received 127.67
Household goods 151.50
less commission 49.17
Received 102.33
102.33
Gain on sale 230.00 230.00
Apr 21
Gain on Sale of the following:
13 plates 93.50
less commission 29.20
Received 64.30
Household goods 81.00
less commission 25.30
Received 55.70
55.70
Gain on sale 120.00 120.00
TOTAL PERSONALTY PRINCIPAL ACCOUNT DEBITS
PESONALTY PRINCIPAL ACCOUNT CREDITS
Mary Wrightstone Estate
Accountant asl~credit for the following:
2002
Aug 24
William L. Sunday - Reimburse costs advanced
Register of Wills - Probate fees
(4) Short Certificates
Cumberland Law Journal
246.00
12.00
258.00
75.00
Aug 24
Aug 24
Aug 24
Aug 27
Ruth N. Wrightstone - Reimburse Costs Advanced
PP & L Electric Utilities (7/1-7/30/02)
United Water Pennsylvania (7/9 - 8/08/02)
AT & T - Phone ( 7/15 - 8/14/02)
Ruth N. Wrightstone - Reimburse Costs Advanced
VISA - Account Payable
Gingrieh Memorials - Inscription
60.45
300.00
Aug 27
Aug 27
Sept 3
Sept 6
Sept 6
Sept 6
Sept 9
Sept 11
Sept 11
Sept 17
Sept 25
Sept 25
Oct 7
Oct 12
Oct 12
Verizon - (8/19-9/18/02)
Malpezzi Funeral Home - Funeral Expense
Malpezzi Funeral Home - Additional Funeral Expense
The Magazine Club Sweepstakes - Payment due 7/25/02
PPL Electric Utilities - Account Payable (Budget Plan)
MBNA America - VISA Card Balance Due
First USA. Balance Credit Card
Register of Wills - (4) Short Certificates
The Sentinal- Executrix Notice
United Water PA - (8/8-9/9/02)
Central Penn Appraisals, Appraisal (Realty)
Verizon- (9/9-10/19/02)
PPL Electric Utilities 9 8/30 - 10/1/02)
Chuck Brieker, Auctioneer - Public Sale
Ruth N. Wrightstone - Reimburse Costs Advanced
Battery For Auto
Detail Car For Public Sale
42.34
40.00
Oct 16
Oct 18
Oct 21
United Water PA (9/9-10/8/02)
Gingrich Memorials - Balance Due
Borough of Mechaniesburg- 4th Quarter
Sewer
Refuse
54.40
30.00
Oct 18
PNC - Check for Auto Returned (Ins. F)
Bank Charge
4000.00
10.00
Oct28
Oct28
Nov 3
Nov 16
Register of Wills, Agent- PA Inh Tax Payment
Chuck Bricker, Auctioneer- Appraisal (personalty)
PNC - Cheek Printing Charge
PPL Electric Utilities -(10/1- 10/31/02)
333.00
128.00
6.71
2.12
360.45
20.70
9085.00
351.80
34.50
218.16
166.82
.53
12.00
84.11
6.71
275.00
20.65
44.71
1420.00
82.34
11.00
290.00
84.40
4010.00
37795.88
25.00
27.60
96.46
Carried forward 54993. 65
PESONALTY PRINCIPAL ACCOUNT CREDITS
Mary Wrightstone Estate (con't)
2002 .(con't)
Nov 26
Nov 27
Dec 13
Dec 19
Dec 19
Dec 31
broughtforward
United Water PA - (10/8-11/7/02)
HRIC - Charge
PPL Electric Utilities ( 10/31-12/3/02)
Mark Dundore - Lawn Care
United Water PA - (11/7 -12/9/02)
IRS Withholding on IRA Payment-
SUB - TOTAL 12/31/02
54993.65
6.71
6.41
164.80
100.00
11.00
154.92
55437.49
2003
Jan 7
Jan 7
Jan 20
Feb l2
Feb 24
Feb28
Apr 1
Apr 1
Apr 15
Apr 22
Apr 22
Apr 22
Apr 22
Apr 22
Jun 4
July 14
Julyl4
July 14
July 22
July 23
Sept 3
Sept 3
Sept 17
Oct 1
Oct 6
Borough of Mechanicsburg - Sewer &Refuse (Jan)
PPL Electric Utilities -(12/3/02 - 1/2/03)
United Water PA (12/09/02- 1/9/03)
PPL Electric Utilities (1/2/03-1/31/03)
United Water PA (1/9/03-2/6/03)
Stjepan Fromml - Snow Removal
William L. Sunday - Reimburse (1) Short Certificate
PA Dept of Revenue - 2002 Individual Income Tax
Borough of Mechanicsburg - Sewer & Refuse (June)
Register of Wills - Additional Probate Fee
Gail Minnich - Notary Fees
Register of Wills - Filing Fees
Register of Wills, Agent- Bal PA Inheritance Tax
William 1. Sunday- Partial Attorney's Fees
F.M. Berkheimer - Service Contract
PPL Electric Utilities (6/2-7/1/03)
Borough of Mechanicsburg- Sewer & Refuse (3~d Qtr)
Barry L. Herkard, Tax Collector - 2003-04 School Tax
United Water PA (6/9-7/9/03)
Ruth N. Wrightstone - Payment of Loan of 8/23/02
United Water PA - (7/9/03-8/8/03)
PPL Electric Utilities (7/1-7/30/03) 14.20
(7/30-8/28/03) 13.67
United Water PA (8/8/03-9/8/03)
Borough of Mechanicsburg - Sewer & Refuse
PPL Electric Utilities
32.07
128.01
11.00
249.52
6.71
100.00
3.00
56.00
39.07
35.00
20.00
34.00
2948.86
6450.00
125.30
25.24
117.22
1548.75
6.75
19909.73
6.75
27.87
11.07
117.22
20.82
carried forward 87467.45
3
PESONALTY PRINCIPAL ACCOUNT CREDITS
Mary Wrightstone Estate (con't)
2003 (con't)
Oct 30
Nov 4
Nov 4
Nov 19
Nov 24
Dec 2
Dec 4
brought forward
United Water PA - (9/8 - 10/7/03)
PPL Electric Utilities - (9/30-10/20/03)
Nationwide Mutual Fire Insurance
United Water PA - (10/7 - 11/6/03)
William L. Sunday - Partial Attorney Fee
PPL Electric Utilities Final Bill
United Water PA - Final Bill
SUB-TOTAL 12/31/03
87467.45
6.75
86.96
267.85
6.75
3225.00
115.61
8.60
91184.97
2004
May 18
May 18
May 18
William L. Sunday -Balance of Attorney Fee
Register of Wills - (1) Short Certificate
Register of Wills -= Filing Family Settlement Agreement
3225.00
3.00
17.00
TOTAL PERSONALTY PRINCIPAL ACCOUNT CREDITS
PESONALTY INCOME ACCOUNT RECEIPTS
Mary Wrightstone Estate
Accountant Charges herself with the following:
2002
Septl8
Septl8
Sept23
Sept30
Sept30
Sept30
Oct 4
Oct 24
Oct 31
Oct 31
Nov 21
Nov 30
Nov 30
Dec 19
Dec 23
Dec 31
Dec 31
Prudential Insurance Company - Interest (Policy # 63-602-578)
Prudential Insurance Company - Interest (Policy # 22-228-767)
PNC Bank Interest ( Estate Account)
Federal Employees' Group Life - Interest
Met Life - Interest
Members IsC FCU - Dividend
GlenBrook Life and Annuity - Interest
PNC Bank - Interest
Met Life - Interest
Members 1st Dividend
PNC Bank- Interest
Met Life - Interest
Members 1st- Dividend
Prudential Financial - Dividend
PNC Bank- Interest
Met Life - Interest
Members 1st- Dividend
SUB-TOTAL 12/31/02
240.01
69.55
.05
47.63
.78
.19
122.44
28.85
24.41
.12
23.40
23.66
.12
54.00
23.97
24.42
.12
683.72
2003
Jan 24
Jan 31
Jan 31
Feb 21
Feb 28
Feb 28
March 24
March 31
March 31
PNC Bank- Interest
Met Life - Interest
Members pt_ Dividend
PNC Bank- Interest
Met Life - Interest
Members 1~t- Dividend
PNC Bank- Interest
Met Life - Interest
Members 1st- Dividend
24.10
24.19
.50
21.26
21.87
.09
23.54
24.33
.10
carried forward 823. 70
PESONALTY INCOME ACCOUNT RECEIPTS
Mary Wrightstone Estate (eon't)
2003 (eon't)
April 23
April 30
April 30
May 22
May 31
May 31
June 23
June 30
June 30
July 24
July 31
July 31
Aug 22
Aug 31
Aug 31
Sept 4
Sept 4
Sept 23
Sept 30
Sept 30
Oct 24
Oct 31
Oct 31
Nov 14
Nov 20
Nov 30
Dec 18
Dee 22
Dec 31
PNC Bank- Interest
Met Life - Interest
Members 1sC - Dividend
PNC Bank - Interest
Met Life - Interest
Members 1st - Dividend
PNC Bank- Interest
Met Life - Interest
Members 1st - Dividend
PNC Bank- Interest
Met Life - Interest
Members 1st - Dividend
PNC Bank- Interest
Met Life - Interest
Members 1 st _ Dividend
U.S. Treasury Interest
U.S. Treasury Interest
PNC Bank - Interest
Met Life - Interest
Members 1st- Dividend
PNC Bank- Interest
Met Life - Interest
Members 1 st _ Dividend
PNC Bank- Interest
Met Life - Interest
Members 1st _ Dividend
PNC Bank - Interest
Met Life - Interest
Members 1st - Dividend
((1) $50.00 Bond)
((48) $200.00 Bonds)
brought forward
SUB-TOTAL 12/31/03
823.70
22.67
23.70
.15
19.44
24.49
.38
17.63
23.70
.37
14.78
24.49
.32
8.29
24.60
.32
1.44
234.64
6.88
24.00
.25
6.92
24.80
.26
10.40
7.24
.25
67.50
23.00
.26
1436.87
carried forward 1436. 87
PESONALTY INCOME ACCOUNT RECEIPTS
Mary Wrightstone Estate (Con't)
2004
Jan 23
Jan 31
Feb 20
Feb 29
Mar 24
Mar 31
Apr 22
PNC Bank - Interest
Members 1~t - Dividend
PNC Bank- Interest
Members 1~t- Dividend
PNC Bank - Interest
Members 1st - Dividend
PNC Bank- Interest
brought forward
143687
24.83
.26
21.77
.24
25.70
.26
22.61
TOTAL PERSONALTY INCOME ACCOUNT RECEIPTS 1532.54
PESONALTY INCOME ACCOUNT EXPENDITURES
Mary Wrightstone Estate
Accountant asks credit for the following:
2003
Aprl
Aprl
PA Dept of Revenue - 2002 Estate Income Tax
U.S. Treasury - 2002 Estate Income Tax
SUB-TOTAL 12/31/03
91.45
67.41
158.86
2004
Apr 8
PA Dept of Revenue - 2003 Fiduciary Income Tax
TOTAL PERSONALTY INCOME ACCOUNT EXPENDITURES
27.00
185.86
REAL ESTATE PRINCIPAL ACCOLTNT DEBITS
Mary Wrightstone Estate
Accountant charges herself with the real estate described in the Inventory
filed in the Register of Wills Office aforesaid in the amount of:
139000,00
Account also charges herself with the following:
2002
Dec 19 Nationwide - Refund of excess Premium
TOTAL REAL ESTATE PRINCIPAL ACCOUNT DEBITS
104.00
139104.00
2OO2
Nov 15
Dec 17
2003
Jan 13
Oct 20
Nov 24
Nov 24
REAL ESTATE PRINCIPAL ACCOUNT CREDITS
Mary Wrightstone Estate
Accountant asks credit for the following:
Nationwide - Fire Insurance Premuim
Ruth N. Wrightstone - Reimburse Costs Advanced:
Verified Thermostat trouble in Electric heating
Sub-Total 12/31/02
F.M. Berheimer - Replace Defective Thermostats
J.S. Norford - Faucet Repairs for public sale
Chuck Bricker, Auctioneer Commission $1320.00
Advertising 296.25
Recorder of Deeds - Realty Transfer Tax
Sub-Total
810.00
59.00
869.00
472.00
195.08
1616.25
1320.00
4472.33
Account also asks credit for the following:
2003
Nov 24
Loss on public sale of Real Estate
Appraised / Inventory Value
Sale Price
139000.00
132000.00
7000.00
TOTAL REAL ESTATE PRINCIPAL ACCOUNT CREDITS
7000.00
11472.33
REAL ESTATE INCOME ACCOUNT RECEIPTS
Mary Wrightstone Estate
2003
Jan 28
March 7
April 5
May 30
Nov 24
Accountant charges herself with the following:
Tonya L. Thompson - Feb Rent
Tonya L. Thompson - March Rent
Tonya L. Thompson - Apr Rent
Tonya L. Thompson - May Rent
Jayne W. Stewart - Prorated Boro County and
Liberty Realty Taxes
TOTAL REAL ESTATE INCOME ACCOUNT RECEIPTS
400.00
400.00
400.00
400.00
46.89
1646.89
REAL ESTATE INCOME ACCOUNT EXPENDITURES
Mary Wrightstone Estate
2003
Jan 7
Mar 11
Mar 18
Mar 27
Apr 15
15
16
May 19
June 11
June 23
Accountant asks credit for the following:
Borough of Mechanicsburg - Sewer & Refuse (Feb & Mar)
PPL Electric Utilities (1/31-3/03/03)
United Water PA (2/6-8/6/03)
Barry L. Herkard, Tax Collector - 2003 Boro, County & Library
PPL Electric Utilities (1/31-3/03/03)
Borough of Mechanicsburg - Sewer & Refuse
United Water PA (3/6 - 4/07/03)
(Feb & Mar)
United Water PA (4/7 - 5/7/03)
PPL Electric Utilities (5/2-6/2/03)
United Water PA (5/7- 6/9/03)
64.15
282.55
15.30
462.58
175.27
78.15
11.00
15.39
59.00
15.39
TOTAL REAL ESTATE INCOME ACCOUNT EXPENDITURES 1178.78
Mary Wrightstune Estate
ADVANCEMENTS
To: Ruth N. Wrightstone- Sole Beneficary
Bon Ton Gift Certificate (item 16)
Sterling Silver and Coins
Clothing (item 21)
Total Advancements
$ 115.00
500.00
3.00
$ 618.00
RECAPITULATION
PERSONALTY:
Principal Account
Debits
Credits
Balance
Income Account
Receipts
Expenditures
Balance
$ 1532.54
185.86
$ 1346.68
REAL ESTATE
Principal Account
Debits
Credits
Balance
$ 139104.00
11472.33
$ 127631.67
Income Account
Receipts
Expenditures
Balance
$ 1646.89
1178.78
$ 468.11
TOTAL DISTRIBUTABLE ESTATE
LESS ADVANCEMENTS
BALANCE IN HANDS OF ACCOUNTANTS FOR DISTRIBUTION
The aforesaid balance consists of the following:
135 shs Prudential Financial, Inc
Cash
PNC Bank, N.A $ 189941.49
Member's 1st 304.10
$ 160235.28
94429.97
$ 65805.31
1346.68
127631.67
$ 190245.59
$ 194633.77
$ 4388.18
468.11
$ 195251.77
618.00
$ 194633.77
PROPOSED SCHEDULE OF DISTRIBUTION
The balance for distribution in the hands of Ruth N. Wrightstone, Executrix under
the Last Will and Testament of Mary E. Wrightstone deceased, as appears by the
First and Final Account is: $ 194633.77
DISTRIBUTION AND AWARD
TO:
Ruth N. Wrightstone - Entire Estate
135 shs Prudential Financial, Inc. Common Stock,
Cash
PNC Bank, N.A.
Members 1st FCU
$ 4388.18
189941.49
304.10 $190245.59
TOTAL $ 194633,77
RELEASE
WHEREAS, Mary E. Wrightstone, died on July 31, 2002, leaving her
Last Will and Testament dated February 6, 2002, where in and whereby she gave,
devised and bequeathed all the rest, residue, and remainder of her Estate after the
payment of her just debts and funeral expenses unto her sister,
Ruth N. Wrightstone, providing she survived the decedent by sixty (60) days; and
WHEREAS, she further provided that in the event her sister predeceased
her or died on or before the sixtieth (60th) day following her death, she gave,
devised and bequeathed the residue of her Estate to the Charity and indivduals
named in Item 2 of her Will, and
WHEREAS, her sister, Ruth N. Wrightstone survived the Testatrix by the
sixty (60) days, the residue of the Estate is distributable to her surviving sister,
Ruth N. Wrightstone.
NOW KNOW ALL PERSONS BY THESE PRESENTS, that I,
Ruth N. Wrightstone, sole legatee, devisee and distributee of the Estate of of said
decedent, and the only person entitled to share in the distribution of said Estate,
do hereby declare and say that I have examined the foregoing Account and
Schedule of Distribution and fred the same to be true and correct and in strict
accordance with the terms and provisions of said Will, and do hereby
acknowledge that I, this day have had and received of and from Ruth N.
Wrightstone, Personal Representative of the Estate of Mary E. Wrightstone the
common stock and cash set opposite my name in the above stated Schedule of
Distribution, in full satisfaction, payment and discharge of ail such sum or sums
of money, legacies and bequests, share or shares, purparts and dividends which
were due, owing payable and belonging me, by any means whatsoever, for or on
account of my full share, part or dividend of the Estate of the said decedent and
all interest accrued thereon.
NOW THEREFORE, I, Ruth N. Wrightstone, the sole legatee, devisee
and distributee of the Estate of Mary E. Wrightstone, deceased, do by these
presents remise, release, quit-claim and forever discharge the said Ruth N.
Wrightstone, her heirs, executors and administrators, of and from said shares or
dividends of said Estate aforesaid, and of and from all actions, suits, payments,
accounts, reckonings, claims and demands whatsoever, for or by reason thereof,
or of any other act, matter, cause or thing whatsoever, from the beginning of the
world to the day and date of these said presents.
AND, desiring to avoid the delaying and expense of the settlement of the
said Estate by filing the foregoing Account of said administration in the Office of
the Clerk of the Orphans' Court of the Court of Common Pleas of Cumberland
County, Pennsylvania, and by having the baiance in the hands of the Executrix, as
shown by said Account, distributed by an auditor appointed by the Orphans Court
Division of the Court of Common Pleas of Cumberland County, I do hereby agree
that the foregoing statement concerning the manner of settlement may be recorded
with the same effect upon me as if the same had been reported by the said Court
of Common Pleas, Orphans' Court Division.
AND, in consideration of the aforesaid settlement being made without the
aid of said Court of Common Pleas, Orphans' Court Division, that I, Ruth N.
Wrightstone, do hereby agree that if any debts or demands other than those
included within The First and Final Account of the said Ruth N. Wrightstone,
Executrix of the Estate of Mary E. Wrightstone, deceased, as hereinbefore set
forth, shall be hereafter recovered against the Estate of said decedent and be
legally payable out of the same, that I, Ruth N. Writghtstone, shail return to said
Executrix such ratable amounts thereof as may be necessary to pay such legally
enfomeable debts or demands.
this
IN WITNESS WHEREOF, I have hereunto set my hand and seal
!.3 day of
,2004.
~-~'~ ~'2. dc)~Z (SEAL)
l~uth N. W'rightstot~e
STATE OF PENNSYLVANIA :
: SS.
COUNTY OF CUMBERLAND :
Before me, the subscriber, a Notary Public in and for said State and
County, personally appeared, Ruth N. Wrightstone, and in due form of law
acknowledged the foregoing Release to be her act and deed and desired that the
same might be recorded as such.
WITNESS my hand day of
/ O'
(SEAL)
and notarial seal this -'3
,2004.
Nothry Public
Notada~ Seal
Gall P. Mir~ch, Not~y P~bl~
Mechar~csb~r~ Boro, Cumbe~nd Coun~
My Com~s~on Expires Dec. S, 2006
Member, Pennsy~var~a Ass~ia~on (~ No, aries