HomeMy WebLinkAbout04-0707 PETITION FOR PROBATE and GRANT OF LETTERS
7
also known as To:
Register of Wills for the
, Deceased. County of Cur:zb~)!-'[and
SocialSecurityNo. 1~)2-22-8_237 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix
in the last wilt of the above decedent, dated Au.gus t 17 ~
and codicil(s) dated
in the
named
,:iai 2000
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C~xmb e r l and County, Pennsylvania, with
last family or principal residence at 2209A ?~alnut Bottom Road;
Carlisle, PA 17013
(list street, number and muncipality)
Decendent, then 76 years of age, died Jul
at Carlisle Reg'[onal I'[edical Center, Carlisle, PA 170~3
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:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
8~,000.00
WHEREFORE, petitioner(s) respectfully request(s) the~probate, of the last will and codicil(s)
presented herewith and the grant of letters T. e ~ ~ ame tnt ~.r~,,r ~
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
~abrxo21a HaJw
2209 ~.!alnut Bottom Road
Cv]plisle: PA
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
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(s) will well and truly administer the estate according to law.
Sworn to or affirmed ,and subscribed
before me this __- ,-~0TM day of
~ ~~ ~~- ~e~ster [
No.
1-o9- 7o7
Estate of ~_r~ ~..~,.;~,~v~3 , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW -30 -4'/,n, ~ [ x/ 21~t200~ in consideration of the petition on
the reverse side hereof, satisfactory proof/having been presented before me,
IT IS DECREED that the instrument(s) dated August IT, 2000 and
described therein be admitted to probate and filed of record as the last will of
Ruth E. Knaub ·
and Letters T e s t arno ~q t ar y
are hereby granted to Gabrie lla Hair
FEES
Probate, Letters, Etc .......... $ ~00' O0
Short Certificates(~o) .......... $ ~ ~ '0/D
/ TOTAL ~ $~
Filed ....... La. ~.3 .............
J. ~ooevt Stauffer
ATTORNEY (Sup. Ct. I.D. No.)
Harket Square Bldg.
?!echanicsburg, PA 17 0~.~
ADDRESS
717-766-9673
PHONE
1 hi-. i~, Io certify that the information here given is correctly copied from an original certificate of death duly filed with me as
l.oc.l Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
,~ L Local Registra~O~
~ i O 50 Z~. 20 8 JUL 2 1 200~
No. ~ Date
H10'~-Id~F4~ ~? COMMONW~L/H OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS
~, CERTIFICATE OF DEATH
Ctmberlard
Beautician
2209A Walmt Bottom Rd.
,~ CarlJ. sle, PA 1~13
Charles Knaub
~ Gabriella G. }lair
July 21,
~75-L
L
LAST WILL AND TESTAMENT
OF
RUTH E. KNA UB
I, RUTH E. KNAUB, of the Township of Dickinson, County of
Cumberland and State of Pennsylvania, being of sound and disposing mind,
memory and understanding, do make, publish and declare this my Last Will and
Testament, hereby revoking and making void any and all former Wills by me at any
time heretofore made.
I direct the payment of all my just debts and funeral ex ~.'nSes a~soon
my decease as the same can be conveniently done.
'~
O ~,.
2. ~'.: i ii'
I give and bequeath the sum of Five Thousand ($5,000.00)~Doll~s to the
CHRIST LUTHERAN CHURCH, FILEY'S PARISH, Dillsburg, Pennsylvania.
I give and bequeath the sum of Five Thousand ($5,000.00) Dollars to the
-1-
CENTERVILLE LUTHERAN CHURCH, Newville, Pennsylvania.
4.
I give and bequeath the sum of One Hundred ($100.00) Dollars apiece to my
niece, CARLA STOUGH, and to my nephew, KENNETH STOUGH.
5.
I give and bequeath the sum of Two Thousand ($2,000.00) Dollars apiece to
each of my following named nieces, nephews and greatnephews,
to wit, my niece, LAVINIA MARl(EL; my niece, RUTH GLIME; my nephew,
WILLIAM STOUGH, JR.; my niece, GABRIELLAMAE RUMOR; my
nephew, LLOYD HAIR, JR.; my niece, ROXANNA McDONALD; my
greatnephew, BRIAN SPECK; my greatnephew, CHRISTOPHER SPECK; and
to my great nephew, KEVIN MICHAEL KRALL.
6.
All the rest, residue and remainder of my estate, shall be converted into cash
and divided into four (4) equal shares which shall be distributed and paid out as
follows:
(a)
I give and bequeath one (1) such equal share to my sister,
SARAH STOUGH;
-2-
(b)
(c)
(d)
I give and bequeath one (1) such equal share to my sister,
GABRIELLA HAIR;
I give and bequeath one (1) such equal share to my nephew,
KEVIN KRALL; and my great nephew, KEVIN MICHAEL
KRALL, share and share alike.
I give and bequeath one (I) such equal share to my niece,
PATRICIA SPECK, my niece, NANCY SHUGHART,
and to my niece, BARBARA CONLEY, share and share
alike, or to the survivor or survivors of said three (3)
legatees, share and share alike, should any of them
predecease me.
LASTLY, I nominate, constitute and appoint my sister, GABRIELLA
HAIR, Executrix of this my Last Will and Testament, and in the event my said
sister should predecease me, or should she be unable or unwilling to serve in such
capacity for any reason, then in such event, I nominate, constitute and appoint
GABRIELLAMAE RUMOR, Executrix of this my Last Will and Testament, in
her place and stead, and in all instances, I direct that my said personal
-3-
representatives be excused from posting bond or other security for the faithful
performance of their duties, in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
day of August, A. D. 2000.
Ruth E.
Knaub ~
(SEAL)
Signed, sealed, published and declared by the above-named, RUTH E.
KNAUB, 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.
-4-
COMMONWEALTH OF PENNSYLVANIA )
'SS
COUNTY OF CUMBERLAND )
I, RUTH E. KNAUB, the 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 same instrument as my Last Will and
Testament; that I signed it willingly, and that I signed it as my free and voluntary act and
deed, for the purposes therein expressed.
Sworn and subscribed to before
me this/'~ e'-- day of August, 2000.
Notary Public
xRuth E. Knaub (
(SEAL)
Notarial Seal
Merityn E. Witr~rn~, Nota.ry P.ub~t~c .
My Cornrmss~on t:xptres r~ov. ~, .~vv
M~m~er Pennsylvania ks.~ociation o~ Notaries
COMMONWEALTH OF PENNSYLVANIA )
'SS
COUNTY OF CUMBERLAND )
We, the undersigned, J. ROBERT STAUFFER and SUSAN A. McCOY, the
witnesses whose names are signed to the attached or foregoing instrument, being duly
qualified according to law, depose and say that we were present and saw the testatrix,
RUTH E. KNAUB, sign and execute the instrument as her Last Will and Testament;
that the said testatrix 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 the time, eighteen
(18) or more yearsof age, of sound mind,/~~r no constraiat, duress or undue
influence.
Sworn and subscribed to before
me th;~7~ day of August, 2000.
.... Notarial Seal
Marl~n E. W'dt'iam$, Notary Pub_lic
aech~n~ BO~_, C. um .l~.rlan~
My Commission bxp~res Nov.
t~mber, Pennsyk, ania h~oeiation of Netaries
-5-
COMMONWEALTH OF PENNSYLVANIA )
'SS
COUNTY OF CUMBERLAND )
I, RUTH E. KNAUB, the 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 same instrument as my Last Will and
Testament; that I signed it willingly, and that I signed it as my free and voluntary act and
deed, for the purposes therein expressed.
Sworn and subscribed to before
me thisfV e'- day of August, 2000.
Not{try Public
Ruth E. Knaub (
(SEAL)
Notarial Seal
bierityfl E. Witfiarn$, Nolary Public
My Comrm~ion ~-xp~res r,~'ov. ~, auu
M~rn~er, pennsylvania A~sociation ol Notane~
COMMONWEALTH OF PENNSYLVANIA )
'SS
COUNTY OF CUMBERLAND )
We, the undersigned, J. ROBERT STAUFFER and SUSAN A. McCOY, the
witnesses whose names are signed to the attached or foregoing instrument, being duly
qualified according to law, depose and say that we were present and saw the testatrix,
RUTH E. KNAUB, sign and execute the instrument as her Last Will and Testament;
that the said testatrix executed it as her free and voluntary act for the purposes therein
expressed; that each of us, in the hearing and sight of the testatrix, signed the Will as
witnesses; and that, to the best of our knowledge, the testatrix was, at the time, eighteen
(18) or more years of age, of sound mind,~and under no constraint, duress or undue
influence.
Sworn and subscribed to before
me thisj~ day of August, 2000.
~lotary Public
tA Natariat Seal ....
Man~n E. Wilt'iamb, Notary Public
Mechenicsburg Bo~_, Corn .l~.flan~l~
My Commission ~-xpires Nov. ~, ,-uu
~mber~ Pennsylvania h.~oeiation of Notaries
-5-
Aug 2]. 0 2000
Addition to my !/ill
like .~'~r 3tauffer Told
~,e you add an'y ~;!li. ng
to the llil! just don'~
write on it.
Ali. my personal belonging
~.'~ money that is left goes to Gabrie!la.
) I 1T'
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a]
.~. KNAUB
PAGE 1
Date of Death:
July 1~, 2004
Will No. 200/$-00707 Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Or, hans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on AuguS~ Ss ~.00~,. :
Name Address
Christ Lutheran Church,,20 5outh Filey'$ Road, Dillsburg, PA 17019
Centerville Lutheran Church, 1874 Walnut Bottom Road, Newville, PA 17241
Clara Stough Hoffman, El0 Humbolet St., Rochester, NT 14610
Kenneth Stough, l$4 East North St., Carlisle, PA 17013
Lavina Markei, 6280 CarLisle, Pike, Lot 531, Mechanicsburg, PA 17050
Ruth Glime, 530 West Elmwood Ave., Mechanicsburg, PA 17055
William Stough, Jr., 78 Buttonwood Drive, Dillsburg, PA 17017
Gabrieila~ae Rumor, 2208 Walnut Bottom Road, Carlisle, PA 17013
Lloyd Hair, Jr., 2235 Walnut Bottom Road, Carlisle, PA 17013
Brian Speck, 6z~ South York Road, Di±lsbur~, PA 17~19
NoticebasnowbeengiventoallpersonsentitledtheretounderRuleS.6(a) except None
Date: August 16, EO04
Name J, Robert Stauffe~
Address M~v. ko'h Igq~m~ B'ldE.
£c;: ~M L~ 9F~V I::'0.
Mechanicsburg,
%lephone~l~ 766-9673
C~acity: __ Pe~onal Representative
x Counsel ~r personal ~p~sentative
PA 17u55
CERTIFICATION OF NOTICE UNDER RULE 5.6(a}
PAGE
Name of Decedent:
Date of Death:.
Will No. Admin. No.
To the Register:
I certify that notice of (beneficial interest) e~tate administration required by Rule 5.6(a) of the O~phans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on :
Name Addre~
Christopher Speck, ~02 Branay Lane,· Mechanicsburg, PA 17055 1701~
Kevin Michael Krall, c/o William Krall, ~50 Cabin Hollow Road, Dillsburg, PA/
Sarah Stough, 1 West Penn, Apartment 407, Carlisle, PA 17013
Gabriella Hair, 2209 Walnut Bottom Road, Carlisle, PA l?013
Kevin Krall, 459 Scotch Pine Road, Dillsburg, PA 17017
Patricia Speck, 824 Herman Drive, Mechanicsburg, PA 17055-5735
Nancy Shughart, ~B South Grantham Road, Dii±sburg, PA 17~±9-9~06
Barbara Conley, 2866 Cox Landing Read, S. E., Bolivia, NC 284~Z
Roxanna McDonald, Valley View Nursing Home, Route 3, Box 425, Berkley Springs,
West ~irginia 25411
NoticehasnowbeengiventoallparsonsentitledtheretounderRule5.6(a) except
Date:
Signature
Name
Address
Telephone ( )
Capacity: __ Personal Representative
__.Counsel for personal representative
0OMMONWEA'T. OF/ REV'1500
~'~;;~.~ ~ PENNSYLVANIA
,,~1~.~-'¥~'~. DEPARTMENT OF REVENUE
F~~ DEPT. 280601INHERITANCE TAX RETURN
HAR. SBU. , PA m -0 01 RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
COUNTY CODE YEAR NUMBER
I-
r
U.I
IAI
IAI
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Knaub, Ruth E.
DATE OF DEATH (MM-DC-YEAR} DATE OF BIRTH (MM-DO-YEAR)
July 19, 2004 July 12, 1928
(IF APPLICABLE} SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
182 - 22 - 8337
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
N/A SOCIAL SECURITY NUMBER
[~]1. Original Return
[~]4. Limited Estate
E~6. Decedent Died Testate (Attach copy of Will)
E~]9. Litigation Proceeds Received
~]2 Supplemental Return
[~] 4a. Future Interest Compromise (date ol death a~er 12-12-B2)
[]7 Decedent Maintained a Living Trust (A,ach ~py o~Trus~l
[~]10, Spousal Poverly Credit tdate of death between 12-31-91 and l-T-g5)
[~5. Federal Estate Tax Return Required
__ 8. Total Number of Safe Deposit Boxes
[~11. Election to tax under Sec. 9113(A) f^tmch Sch O)
NAME
f£ez'
FIRM NAME CApplica~e}
TELEPHONE NUMBER
(717) 766-9673
COMPLETE MAILING ADDRESS
Market Square Building
1 West Main Street
Mechanicsburg, PA 17055
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Prophelorship (3)
4, Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
E~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) {9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (Iolal Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Chedtable and Governmental Boquesla/Sec 9113 Trusts for which an election 1o lax has not been
reade (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
0~00
o.-0o
72,568~tl
o.:po
11,986.41
OFFICIAL 4,~..~ E ONLY
85,457.64
13,566.41
0o00
(11)
(12)
13,566.41
71,891.23
(13)
(14)
10,000.00
61,891.23
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Areount of Line 14 laxable at the spousal tax ·
rate, ortransfersunderscc.§llG(a)(l,2) 0 OD x .0__ 05)
16. AmountofLine14taxablaatlinealrata O.OO x.0 45 (16)
17. Amounl of Line 14 taxable at sibling rate 27,838.82 x .12 (IT)
18. AmountofLine14taxablaatcollateralrate 34,052.141 x 15 (16)
19. Tax Due (19)
0.00
0.00
3.340.66
5,107.86
8,448.52
Decedent's Complete Address:
STREETADDRESS
2209 Walnut Bottom Road
CITY Carlisle IsTATE PA I ZIP17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credita/Paymenta 0. O0
A. Spousal Poverty Credit
S. Prior Payments 0. O0
C. Discount 0. O0
3. Interast/Penalty if applicable O. O0
D. Interest
E. Penalty 0. O0
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
5. if Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(1) 8,448.52
Total Credita (A + B + C ) (2) 0.00
Total Intarest/Penalty ( D + E ) (3) 0. O0
(4) n. O0
(5) 8,448.52
(SA) O. O0
(BB) 8,448.52
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a, retain the use or inceree of the property transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
· na interest or [] []
d. receive the premise for life of either payments, benefits or care? ........ ...... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which [] []
contains a beneficiary designation? ........................................................................................................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Declaration ol preparer other than the personal representative is based on all inlormapan of which prepare~ has any knowledge.
DATE
SIGNATURE OF PERSON RESPONSiBlE,FOR FILING RETURN
2209 Walnut Bottom Road~ Carltele~ PA 17013
DATE
SIGNA~j=~II:~'(~: PfiJ~PARER OTi'fl~P~TNAN REPRESENTATIVE
~/ Marke ~e chantc sbur ,LPA 17055 ~
For dates of dealh on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfem to or for the use of the surviving spouse is 3%
[72 P,S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1,t) (ii)l
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 ara still applicable even i
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 RS. §9116(a)(1.2)].
· I
The tax rate imposed on the net value of transfers o or for the use of the decedent shnea beneticiaries is 4.5%, except as noted in 72 RS, §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as m
individual who has at least one parent in common with the decedent, whether by blood or adoption.
Proceeds From
Broker and Barter
Exchange
Transactions
Copy B
For Recipient
This Is important tax
information and is being
furnished to the Internal
Revenue Service, If you
are required to file a
return, a negligence
benaliy or olher sanction
may be imposed on you
if this i~come is taxable
and the IRS determines
that it has not been
reberled.
Form 1099-B
4 Federal Income tax wit hheld ~ccount number
0.00 ,2300106q$-2071
RECIPIENT'S name, address, city, sla~e and ZIP code
DEPARTMENT OF THE [REASURY - INTERNAL REVENUE SERVICE
Form 1099-B I ~
SALE OF STOCK
PRUDENTIAL COPINON
RUTH E KNAUB
2209A WALNUT BOTTOM RD
CARLISLE PA 17013-7932
RECIPIENT'S identilication number 2nd TIN nolificatlon
182-22-8337
INSTRUCTIONS FOR RECIPIENT ON REVERSE SIDE
PAYER'S name, address, city, state, ZIP c~e end telephone no.
EQUISERVE, INC.
PRUDENTIAL FINANCIAL, IN
P.O. BOX q3033
PROVIDENCE, RI. 029q0-303
1-800-305-9qOq
PAYER'S federal Tax Identlficalion Number
q3-1912?qO
DETACH BEFORE CASHING CHECK
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ruth E. Knaub
SCHEDULE B
STOCKS& BONDS
FILE NUMBER
21-04-0707
All property jointly-ovmed with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. Net proceeds from sale of 19 share~ of common stock of
Prudential Financial, Inc.
TOTAL (Also enter on line 2, Recapitulation)
VALUE AT DATE
OF DEATH
903.12
$ 903 · 12
(If mom space is needed, insert additional sheets of the same size)
499 Mitchell Road, Millsboro, DE 19966 Mail Code 501-120
J Robert Stauffer
Attorney At Law
Market Square Building
I West Main Street
Mechanicsburg, PA 17055
Phone 002) 934-2909
F ax (302) 934-2955
August 25, 2004
Re: Estate of Ruth E Knaub
Social Security: 182-22-8337
Date of Death: July 19, 2004
Dear Sir or Madam:
Per your inquiry dated August 4, 2004, please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
Type of Account
Account Number
Ownership (Names
Opening Date
Balance on Date of Death
Accrued Interest
Total
Type of Account
Account Number
Ownership (Names
Opening Date
Balance on Date of Death
Accrued Interest
Total
Checking Account
542091
Ruth E Knaub
Gabriella M Hair, POA
05/01/77
$694.09
$ 0.00
........................................
Savings Account
15004200902044
Ruth E lOtaub
Gabriella M Hair, POA
05/01/77
$1,032.72
$ .13
...............................
LOOK FOR US. WE'LL GET YOU THERE.
08/06/2004
Mr. Stauffer,
On the 19th of July, 2004,Mrs. Knaub's Certificates' of Deposit were valued
as follows:
#8000057851-$22,845.76
#9600034330- $10,000.00
If I can provide you with any additional information please feel free to
contact me. Thank you for giving me the opportunity to serve you.
Waypoint Bank
Customer Sales Representative
717-245-2114
P.O. Box 171 I, HARRISBURG, PENNSYLVANIA 17105-1711
Toll FrEE I-I~E;6-WAYPOINT (I-866-9;~9.7646) · www.wagpolntbank.com
ACCOUNT INFORMATION
RE: RUTH E. KNAUB
DATE OF DEATH 7-19-2004
CHECKING
SAFE DEPOSIT
X
__SAVINGS CERTIFICATE OF DEPOSIT
SHARES OF STOCK
DATE OPENED 11-20-2000 DATE CLOSED 7-30-2004
ACCOUNT NUMBER 05-27209
ACCOUNT BALANCE AT DATE OF DEATH $888.80
ACCRUED INTEREST
TOTAL ACCOUNT BALANCE
NAME(S) ON ACCOUNT
$.44
$889.24
RUTH E. KNAUB
REGISTRATION OF ACCOUNT INDIVIDUAL ACCOUNT
ACCOUNT INFORMATION
CHECKING
SAFE DEPOSIT
__SAVINGS X CERTIFICATE OF DEPOSIT
SHARES OF STOCK
DATE OPENED
ACCOUNT NUMBER
ACCOUNT BALANCE AT DATE OF DEATH
ACCRUED INTEREST
TOTAL ACCOUNT BALANCE
NAME (S) ON ACCOUNT
REGISTRATION OF ACCOUNT
DATE CLOSED
PNCBAN<
October 15, 2004
J Robert Stauffer
Attorney at Law
Market Square BidS
I West Main St.
Mechanlcsburg, pA 17055
scp
Estate of Ruth E Knaub (Deceased)
$SN: 182-22-8337
DOD: 0%19-2004
DearMr. Smuff~:
In rcsponse to your request for Date of Death bnln,,ce~ for the customer notcd above, our
records show tl~ following:
Certificate of Deposit
Account #31400241993
RUTH E KNAUB
DOD bal~ce: $10,000.00 + $1,59 ~cmed interest
E~ltbli~hed 04-08-1996
Account #3140024 i 994
RLrI'H E KNAUB
DOD balance: $26,239.13 + $8.87 accrued interest
F.,~albli~ed 11.10-2000
Cheeking Account
Account #5140196693
~ ~,~?, ~*~ RUTH .EIGNAUB
DOD baladce:~ + $0.00 accrued mter~st
Establi~aed 12-01-1972
Plense note that this office only provides dat~ of denth bnlnneen foe deposit nccout~
(IRAs, CDs, Checking ~d Savings accounts). We do not proems any flnandal
transactions or provide statements. If you need assistance with any ofthe~e items,
please cnll 1-888-PNC-BANK (I-888-762-2265) or stop by your local PNC Bnnk bnmeh
office.
Erica L Schlegel
1-800~762-1775
P7-PF~C-.0~.F
500 First Av~
Pitt~bur~ PA 1.5219
Member FDIC
TOTAL P. 01
J-UL-31-2002 WED 03: 15AM ID: PAGE: 1
Cashier's Check
~ 'PNCBAN(
PNC Bank, National Association
No. 00042641
Date July 30, 2004
Pay to ~ Order of ESTATE OF RUTH E KNAUB
Two Hundred Thirty-nine Dollars And Fifteen Cents
5140196693
$ 239.15
Non-Negotiable
Customer Copy
EFORM 10'0472-0900
O. PNCBANK Your account was DEBITED for the following reason:
[] Check # posted on encoding error posted to incorrect account
D
E
B
I
T
[] Closed account 5140196693
[] Branch adjustment (branch name)
[] Service charge error
[] Other:
Account Number
514,0196693
ESTATE OF RUTH E RNAUB
2209A WALNUT BOTTOM RD
File ID
O4O
AMOUNT $1239'1s
FNC Bank, National Associat/o,,
FOR BANK USE ONLY
Branch #/Dept. #
CARLISLE, PA 17013-9374,
0000176
PreparedBy(PRINTName)
JENNIFER LUEBBER$
Date
07/30/2004,
Authorized By
Customer's Advice of Charge
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
EBTATE OF
Include the
ITEM
NUMBER
1.
4
5
6
7
8
9
10
11
SCHEDULE E
CASH, BANK DEPOSITS,& MISC.
PERSONALPROPERTY
FILE NUMBER
Ruth E. Kn.q.h 21-04-0707
)roceeds of litigation and the date the proceeds were received by the estate. All properly Jointly-owned with the right of survlvorsh must be ~l,,'!,,?~d on ,e~.h,,~!~ F.
DESCRIPTION
PNC Bank, N.A.,Checking Account No. 5140196693
PNC Bank, N.A., Certificate of Deposit No. 3140021993
Interest from 7/19/04 to 7/30/04
PNC Bank, N.A., Certificate of Deposit No. 3140021994
Interest from 7/19/04 to 7/30/04
F&M Trust, Christmas Club Account No. 05-27209
Waypoint Bank, Certificate of Deposit No. 8000057851
Interest from 7/19/04 to 7/30/04
WaypointBank, Certificate of Deposit No, 9600034330
Interest from 7/19/04 to 7/30/04
M&T Bank, Checking Accuont No. 542091
M&T Bank, Savings Accuont No. 15004200902044
Interest from 7/19/04 to 7/30/04
1982 Ford, Crown Victoria Sedan, sold to Lloyd Hair
F&M Trust, monthly IRA check
Pennsylvania Blue Cross, refund
VALUE AT DATE
OF DEATH
239.15
26,248.00
29.58
10,001.59
5.29
889.24
22,845.76
73.59
10,000.00
18.98
694.09
1,032.72
.13
100.00
146.44
243.55
$ 72,568.11
TOTAL (Also enter on line 5, Recapitulation)
(If mom space is needed, insed additional sheets of the same size)
?ig g
INVESTOR SERVICES,
INCORPORATED
TRANSACTION CONFIRMATION
Brokerage Account Registration
SDIRA FBO Account #:
GABRIELLA HAIR BEN IRA
2209 WALNUT BO'Fi'OM RD DEBRA FLYTE
CARLISLE PA 17013 960-1400
SELL
Brokerage ACCount Information
12945742
Office: 69K
Rep: D487
Investments are not deposits, Obligations of, or guaranteed by any flltnnclal InstltUtlad, or any of its affiliates, ahd
are not Insured by the FDIC. They are subject to risk including the possible loss of prtltcJpal amobnt invested.
BROKERAGE ACCOUNT TRANSAcTioN DETAIL
This is to confirm that the lbllowing transaction was completed in your accoUnt as requested. Please review file
infonnatim~ on the front aud back of this advice carefully, l£you have a quest on, please contact yota'
representahve.
You sold $71.551 shares of BLACKROCK SELECT EQUITY FUND CLAss B at $10.900 per Shave.
TRADE AMOUNT COMMISSION ST. TAX/INTEREST SEC FEE MISC. FEE PSTkHIDL NET AMOUNT
6,229.91 6,229.91
Trade Date: 08/17/2004 I Seffle Date: 08/20/2004 ] Transaction #: 00057023
AdditlonalComments: NAV= 10.900 Entry Date: 08/18/2004
Sufllcient shares to cover this sale must be io ymtr brokerage account by settlement date.
This sale will be settled in accordence with your account histructiens.
This redemption:
* Was unsolicited.
Additional h~fomtation:
* Please see the prospectus for a desaription of all sales
charges attd distribution expenses that may apply.
Please remit payment to: Fiserv Secmities, One Commerce
SqUare, 2005 Market Street, Philadelphia, PA 19103
Special htsa'uctions:
Tlds investment:
* is a mutual fund. A sales fee may have been received.
* has an assigned industry standard identification number
o£09i927863.
* bas an assigned symbol ofC1NBX. Sonm newspapers may
abbreviate differently.
ACCOUNTS CARRIED WITH FISERV SECURITIES, INc. MEMBr ~ NYSE/NA~
Pig /
INVESTORSERVICES, AT m :dj
INCORPORATED
, BrokereQe Account ReQlatrutlon
SDIRA FBO
GABRIELLA HAIR BEN IRA
2209 WALNUT BOTTOM RD
CARLISLE PA 17013
TRANSACTION CONFIRMATION
SELL
informutlo~
Account #: 12945742 Office: 69K
Rep: D487
DEBP, AFI, YTE
960-1400
Investments ale not deposits, obligations of, or guaranteed by any financial Imtfiuilofi or Any of Its affiliates, and
are not Insured by the FDIC, They are subject id risk nc ud ng the poislbl~ loss of prJuclpM amount Invested.
BROKERAGE ACCOUNT TRANSACTION DETAIL
'llfis is to confirm that file fblloxviog trnasacfien was completed ill your accoullt as requested. Please review fle
inforn]al!o!! on file frent and back of fids advice carefully. If you bare n questioa, please conlact yoUr
You sold 425.148 shares of BLACKROCK BALANCED FUND cLAss B at $13.540 per Share.
TRADE AMOUNT COMMISSION ST. TAX/INTEREST SEC FEE
5,756.50
Trade
Date:
J Settle Date: 08/20/2OO4
08/17/2004
Addltlonul Comments: NAV= 13.$40
This sale will be settled hi accOrdmlce with your account iustruclious,
'Hds redemption: '
* Was unsolicited.
MISC. FEE PS~IXliDL NET AMOUNT
5,756,50
I?ran.aoUon#: 00057013
Eotry Date: 08/18/2004
SUfficient slmres lo cover this sale inns( be in your brokerage accomlt by settlement date.
Additional h~formatiun:
* Please see the prospectus for n description of nil sales
lutrges and distribution expenses that luny apply.
Please remit payment to: Fiserv Seenritics One Colmnerce
-. ~qante~ ~'005 Market Street Philadelphia PA 19103
Special hmtructioas:
This invesbunnt:
* is a mutual fmtd. A sales fee may lmve been received.
* has ali assigned i,dustry standerd identification number
of 091927814.
* has an assigued symbol o£CBIBx. Sonic newspapers may
abbreviate differently.
ACCOUNTS CARRIED WITH FISERV SECURITIES, INC. MEMBER ~IY$[E/NAsi)/51PC
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TA)( RETURN
RESIDENT DECEDENT
ESTATE OF
Ruth E. Knaub 21-04-0707
This schedule must be completed and filed it the answer to any of questions 1 through 4 on the mveme side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY % OF
ITEM 1NCLUOETHENAMEOFTHETP'ANSFEREE~THEIRRELATION$~PTODECEDENTANOTHEDATEOFIRANSFER DATE OF DEATH DECD'S EXCLUSION TAXABLE VAL
VALUE OF ASSET INTEREST I":^~'~t~cAa. E)
1. Fiserv Investment Services, c/o
F&M Trust, IRA, naming Gabriella Hair as
beneficiary, Accunt No. 12945742,
as follows:
425.148 shares of Blackrock Balanced Fund
Class B at $13.540 per share. 5,756.50 100% 0.00 5,756.5.
571.551 shares of Blackrock Select Equity 6,229.91 100% 0.00 6,229.9
Fund Class B at $10.900 per share.
TOTAL (Also enter on line 7, Recapitulation) $ 11,986.41
(if more space is needed, insert additional sheets of the same size)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
REV;1511 EX+' (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ruth E. Knaub 21-04-0707
Debts of decedent must be reported on Schedule 1.
ITEM
NUMSEt DESCRIPTION
FUNERALEXPENSES:
Cocklin Funeral Home, Dillsburg, Pennsylvania, funeral expense
Carlisle Memorial Service, cemetery monument
ADMINISTRATIVE COSTS:
Personal Representalive's Commissions
Name of Personal Repmsenlative(s) Gabriella Hair, Executrix
Social Security Number(s)/EIN Number of Personal Representative(s) 172-24-7955
Street Address 2209 Walnut Bottom Road
City Carlisle
State PA Zip 17013
Year(s) Commission Paid: 2005
Altorney Fees
Family Exemption: (If decedent's,address is not the same as claimant's, attach explanation)
Claimant N/A
Street Address
City State __ Zip
Relationship of Claimant to Decedent
Probate Fees
Register of Wills of Cumberland County
Accountant's Fees
~x Return Preparer's Fees
Cumberland LAw Journal, Estate Notice
Lloyd R. Hair, reimbursement for automobile insurance
Commonwealth of Pennsylvania, replacing lost car title
West Shore EMS, ambulance service
Sarah Todd Memorial Home, due for care
The Sentinel, Estate Notice
Register of Wills, filing Inheritance Tax Return and Inventory
Register of Wills, Filing Account
Cash, reserved to filing final fiduciar~ Tax Return and
contingencies
AMOUNT
5,804.98
835.50
1,750.00
2,700.00
250.50
75.00
249.90
36.5G
401.08
716.00
108.95
25.00
113.00
500.00
TOTAL (Also enter or) line 9, Recapitulation) $ 13,566.41
(If more space is needed, insert additional sheets of the same size)
REV-1513EX+(9-00~
COMMONWEA~H OFPENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENTDECEDENT
ESTATE OF
Ruth E. Knaub
NUMBER
2
3
4
5
6
7
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-0~ -0707
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNTORSHARE
OF ESTATE
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
~XABLE DISTRIBUTIONS [include outright spousal distributions, and tmnsfem under
Sec. 9116 (a) (1.2)]
Carla Stough
210 Humbolet Street
Rochester , NY 14610 Niece
Kenneth Stough
44 East North Street
Carlisle, PA 17013 Nephew
Lavina Markel
6280 Carlisle Pike,'.Lot 531
Mechanicsburg, PA 17050 Niece
Ruth Glime
530 East Elmwood Avenue
Mechanicsburg, PA 17055 Niece
William Stough, Jr.
98 Buttonwood Drive
Dilleburg, PA 17019 Nephew
Gabrieliamae Rumor
2208 Walnut Bottom Road
Carlisle, PA 17013 Niece
Lloyd Hair, Jr.
2235 Walnut Bottom Road
CarliSle, PA 17013 Nephew 2,000.00
ENTER DOLOR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRI~E, ON REV-1500 COVER SHEW
NON-~XABLE DISTRIBUTIONS:
A. SPOUSAL BISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO ~X iS NOT BEING MADE
Christ Lutheran Church
Filey's Pariah
20 South Filey's Road
Dillsburg, PA 17019
Centerville Lutheran Church
1874 Walnut Bottom Road
Newville, pA 17241
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
i00,00
100.00
2,000.00
2,000.00
2,000.00
2,000.00
5,000.00
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV-1500 COVER SHEET $
5,000.00
10,000.00
(If more space is needed, inse~ addRional sheets of the same size)
PAGE i
COMMONWEALTH OFPENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENTDECEOENT
ESTATE OF
Ruth E. KnaUb
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-04-0707
NUMBER
i
8
9
lC
i1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
~XABLE DISTRIBUTIONS [include ouldghl spousal distributions, and transfers under
Sec. 9116(a)(l.2)]
Roxanna McDonald P.O. Box 597
404 South Green Street
Berkeley Springs, West Virginia 25411
Brian Speck
614 South York Road
Dillsburg, PA 17019
Christopher Speck
402 Brandy Lane
Mechanicsburg, PA 17055
Kevin Michael Krall
c/o William Krall
333 Coffee Town Road
Dillsburg, PA 17019
Sarah Stough
1 West Penn Street, Apt. 407
Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
Do Nol List l?uatee(e)
Niece
Greatnephew
Greatnephew
Greatnephew
Sister
AMOUNT OR SHARE
OF ESTATE
2,000.00
2,000.00
2,000. O0
2,000.00 and One-
eighth of residuar
estate
One-fourth of
residuary estate
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX iS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DrSTRIBUTIONS
TOTAL OF PART l! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, Insert additional sheets of the same size)
PAGE 2
REV-1513 EX+ (9-00~
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
11
11
SCHEDULE J
BENEFICIARIES
Ruth E. Knaub
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
~XABLE DISTRIBUTIONS linc~ude outright spousal distribulions, and tmnsfere under
Sec. g116(a)(1.2)]
Gabriella Hair
2209 Walnut Bottom Road
Carlisle, PA 17013
Kevin Krall
459 Scotch Pine Road
Dillsburg, PA 17019
Patricia~Speck
824 Herman DRive
Mechanicsburg, PA 17055
Nancy Shughart
43 South Grantham Road
Dillsburg, PA 17019
Barbara Conley
2866 Cox Landing Road, S.E.
Bolivia, North Carolina 28422
FILE NUMBER
21-04-0707
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(e) OF ESTATE
Sister
Nephew
Niece
Niece
Niece
one-fourth of
residuaryhestate
One-eighth of
residuary estate
One-twelfth of
residuary estate
One-twelfth of
residuary estate
One-twelfth of
residuary estate
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNOER SECTION g113 FOR WHICH AN ELECTION TO TAX iS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-lS00 COVER SHEET
(if more space is needed, insert additional eheets of the same size)
PAGE 3
Inventory of the real and personal estate of
deceased
Pi[C Bank, N. A., CertLf~.ca~;e of
Pi.lC ]Bank, ii. A., Certificate of Depos~_t
t~'[hI[ Trust, Christmas Club Acco~mt I~o. 0~-27209.
~faypoint Bank, Certificate of Deposit lfo. 80000~78~1.
Waypoint Ba~k, Certificate of Deposit ~7o. 960003~330.
M&T Bank, gccouut Ho. ~$2091.
H&T Bank, ~avings Accoumt [~o. 1~[00~.2009020[~.
1982 Ford, Crow~ Victoria Sedan auto~obile.
F~M Trust, IRA Check.
Pennsylvania Blue Cross, refund.
] nC.
9o3
239
26,2/18
10,001
as, ~4~
10,000
694
1,0~2
100
146
Total .......... $ 73,
O0
59
76
oo
09
72
O0
66
COMMONWEALTH OF PENNSYLVANIA ]. ss:
COUNTY OF CUMBERLAND
Gabriella Hair
belng duly SWO~'U according fo law, deposes and says that She iS the Executrix
of the Estate of Ruth E. Knaub
late of DiD-k-%-Ds-O--u~ ~-9~-~P , Cumberland County, Pa., deceased and that the
within is an inventory made by Gabrie!la Itair , the said Executrix
of the entire e~tate of s.~ decedent, consi~fi.~ of al~ +he 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.
Executor - 8d~ffi~
and subscribed before me,
,~: 2004
2209 Ualnut Bottom Road
Carlisle, PA 17013
Address
Date of Death
19th July 200~
Day
Month Yeir
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.
O
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENTOFREVENUE
BUREAU OFINDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128 0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV 1162 EX(11-96}
NO. CD 0O4551
STAUFFER J ROBERT
MARKET SQUARE BUILDING
MECHANICSBURG, PA 17055
........ fold
ESTATE INFORMATION: SSN: 182-22-8337
FILE NUMBER: 2104-0707
DECEDENT NAME: KNAUB RUTH E
DATE OF PAYMENT: 10/27/2004
POSTMARK DATE: 1 0/27/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 07/19/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $8,448.52
TOTAL AMOUNT PAID:
$8,448.52
REMARKS:
SEAL
CHECK# 117
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WfLLS
DEC 29 9:09
CLEgK OF
ORPHAN ,S CL bR
MARKET SQUARE BLDG
I ~ HAIN ST
HECHANZCSBURG
PA 17055
COHNONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 12-27-200q
ESTATE OF KNAUB
DATE OF DEATH 07-19-200q
FILE NUNBER 21 0R-0707
COUNTY CUHBERLAND
ACN 101
I Amoun~c Rami~tad
RE¥-1547 EX AFP (09-04)
RUTH E
HAKE CHECK PAYABLE AND REMIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF KNAUB RUTH E FILE NO. 21 0~-0707 ACN 101 DATE 12-27-200~
TAX RETURN NAS: (X) ACCEPTED AS FILED { } CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es*ate (Schedule A) (1)
2. S~ocks end Bonds (Schedule B)
3. Closely Held S:kock/Partnarshlp Zn~aras~ (Schedule C) ($)
q. Mor:~gagas/No~:as Receivable (Schedule D) (q)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To~¢a! Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funara! Expenses/Ada. Costs/M/sc. Expenses (Schedule H) (9)
KO. Debts/Mortgage L/ab/]./:t/as/L/ans (Schedule I) (10)
IX. Total Deduct/ohs
12. Net Value of Tax Return
15.
Char/tabla/Govarnmanta! Bequests; Non-elected 9115 Trusts (Schedule J)
Ne~ Value of Estate Subject ~o Tax
.00
903.12
.00
.00
72~568.11
.00
11~986.~1
13,566 .ql
.00
NOTE: To /nsura proper
credit ~o your account,
subm/~ ~ha upper por~/on
of ~h/s fora w/~h your
tax payment.
NOTE:
85,q57.6q
(11)
(12) 71,891
(Z~) 10,000.00
(lq) 61,891.2:5
Zf an assesseent was issued previously, 11nas 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
18 and 19 #ill
TOTAL TAX CREDIT
BALANCE OF TAX DUEI
INTEREST AND PEN.
TOTAL DUE
ASSESSNENT OF TAX:
15. Aaount of L/ne lq at Spousal ra~a
16. Aeount of L/ne lq taxable a~ L~naal/Class A rata
17. Amount of L/ne lq a~ S/bl/ng rate
18. Amount of Line lq ~axabla a~ Collateral/Class D rata
19. Pr/nc/~al Tax Due
TAX CREDITS:
PAYMENT RECETpT DTSCOUNT
DATE NUMBER INTEREST/PEN PAID (-)
10-27-200~ CDOOq551 .00
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
8,qq8.52
.00
.00
.00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REI~UZRED.
I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
8,qq8.52
AMOUNT PAID
(15) .00 X O0 = .00
(~6}. .00 X Oq5= .00
(17) 27,8:58.82 X 12 = 3,Sq0.66
(18). Sq,052.ql x 15 = 5,107.86
(1~)= 8,qq8.52
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
RUTH E. KNAUB
Date of Death:
July 19, 2004
Will No. 2004-00707
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes x No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
/j
,.., 1,/ ~
Date: April 20, 200::> '- /
J. Robert Stauffer
Name (Please type or print)
EarRe t Square B1di:.
TIechanicsbur,s, FA 1705.5
Address
0-J
j/
(717) 766-9673
Tel. No.
Capacity:
Personal Representative
x
Counsel for personal
representative
rP
( MAH : rm f / AM 3 )