HomeMy WebLinkAbout10-19-11INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA 1 SS
COUNTY OF CUMBERLAND J
COUNTY, PENNSYLVANIA
File Number 21-11-0619
Personal Representative(s) of the Estate of RUTH F. BECKER
deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate
and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said
inventory represents its fair value as of the date of the decedent's death, and that ent owned no real estate outside of the
Commonwealth of Pennsylvania except that which appears in ~ memoran~at e e this inventor n
I verify that the statements made in this Inven-
tory aze true and correct. I understand that false state-
ments herein aze made subject to the penalties of
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
Attorney -- (Name) ROGER B. IRWIN, ESQUIRE (Supreme Court I.D. No.) 6282
(Address) 60 WEST POMFRET STREET, CARLISLE, PA 17013
(Telephone) (717) 249-2353
DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC. SEC. NO.
05/17/2011 770 S. HANOVER STREET, CARLISLE, PA 17013 195-12-6348
FIGURES MUST BE TOTALED ~ I
ORRSTOWN BANK 95,309.31
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(Attach additional sheets as needed
TOTAL: ~ 95,309.31
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each
item, but such figures should not be extended into the total of the Inventory. (See 20 Pa C.S § 3301(6))
Form RW-09 rev. 10.13.06
1505610140
-'~' REV-1500 ~ (01-,Uj OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
Po sox 280601 2 1 1 1 0 6 1 9
Harrisbu PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYW Date of Birth MMDDYYW
1 9 5 1 2 6 3 4 8 0 5 1 7 2 0 1 1 1 1 0 6 1 9 2 4
Decedent's Last Name Suffix Decedent's First Name MI
B E C K E R R U T H F
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffur Spouse's First Name
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
MI
FILL IN APPROPRIATE OVALS BELOW
l Return
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2. Supplemental Return
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3. Remainder Return (date of death
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^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required
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® 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposft Boxes
(Attach Copy of Will)
^ 9. Litigation Proceeds Received
^ (Attach Copy of Trust)
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CORRESPONDENT -THIS SECTION MUST BE COMPLETED. 4LL CORRESPONDENCE AND CONFIDENTUL TAX INFORMATION SHOULD BE DIRECTED T0:
Daytime Telephone Number
Name
R B I R W IN 717 249 2~~53
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First line of address
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Second line of address
6 0 W E S T
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Under penaltles of perjury, I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief,
it is true correy>-aryd complete p~lara ioa~reparer other than th~er~nal representative of based on all information of which preparer has an)r knowledge.
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REV-1500 EX Page 3
Decedent's Complete Address:
Fik Number
21 11 0619
DECEDENTS NAME
RUTH F. BECKER
STREET ADDRESS
770 S. HANOVER STREET
CITY STATE ZIP
CARLISLE PA 17013
Tax Payments and Credits:
~ ~ Tax Due (Page 2, Line 19)
2. CreditslPayments
A. Prior Payments 10,600.00
B. Discount 552.37
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
(1) 11,047.40
Total Credits (A + g) (2) 11,152.37
(3)
(4) 104.97
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred : ...................................................................... ^
b. retain the right to designate who shall use the property transferred or its income; ............................... ^
c. retain a reversionary interest; or ................................................................................................ ^
d. receive the promise for Iffe of either payments, benefits or care? ....................................................... ^
2. If death ocxurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ^
3. Did decedent own an 'intrust for" or payable-upon~leath bank account or security at his or her death? ......... ^ Q
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a benefiaary designation? .................................................................................................. ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT A3 PART OF THE RETURN
For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
adoptive parent or a stepparent of the child is 0 percent (72 P.S. §9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefiaaries is 4.5 percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling isdefined, unde
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1508 EX + (6.98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ MISC.
IN RESIrDE TEDE EDENTRN PERSONAL PROPERTY
ESTATE OF FILE NUMBER
RUTH F. BECKER 21 11 0619
Include the s of Iitlgatlon and the date the proceeds were received by the estate.
All property caned with ht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. ORRSTOWN BANK -CHECKING ACCOUNT #106001843 94,808.53
2. IORRSTOWN BANK -MONEY MARKET #106800284 ~ 500.78
TOTAL (Also enter on line 5, Recapitulation) I $ 95 309.31
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (10-09)
• Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
-" " "" "' FILE NUMBER
RUTH F. BECKER 21 11 0619
Decedent's debts must be reported on Schedule L
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. EWING BROTHERS FUNERAL HOME, INC. 436.10
2. ST. PAULS' CEMETERY -PER MANENT FOUNDATION 218 88
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)ofPersonalRepresentative(s) LINDA M. BLUBBER 4,750.00
streetAddress 909 ARMSTRONG DRIVE
city CARLISLE state PA Zip 17013
Year(s) Commission Paid:
2. AttomeyFees: IRWIN & McKNIGHT, P.C. 5,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4• Probate Fees: REGISTER OF WILLS 257.50
5 Accountant Fees:
ti. Tax Retum Preparer Fees: PATRICIA A. ROSENDALE, CPA 375.00
7. REGISTER OF WILLS -FILING FEE 30
00
8. CUMBERLAND LAW JOURNAL -ESTATE NOTICE .
75
00
9. THE SENTINEL -ESTATE NOTICE .
189.54
TOTAL (Also enter on Line 9, Recapitulation) ; 11 832 02
If more space is needed, use additional sheets of paper of the same size.
REV-1512 EX+ (12-08)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGArE LIABILITIES, 8~ LIENS
ESTATE of FILE NUMBER
RUTH F. BECKER 21 11 0619
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. STATE EMPLOYEES' RETIREMENT SYSTEM -REIMBURSEMENT OF PENSION 225.97
2. MILLENNIUM PHARMACY SYS -MEDICAL 3
3. CARDIN & MILLER -MEDICAL
4. CUMBERLAND GOODWILL FIRE RESCUE -AMBULANCE
5. PENN CREDIT -FOR CARLISLE BOROUGH -COUNTY PER CAPITA TAX
6. THOMAS E. APPLEBY, D.M.D. -MEDICAL
7. MOUNT ROCK INPATIENT SERVICE -MEDICAL
8. DENNIS BURKETT, D.D.S. -MEDICAL
TOTAL (Also enter on Line 10, Recapitulation) I S
H more space is needed, insert additional sheets of the same size.
8.34
124.01
84.38
30.50
100.00
184.50
857.00
1
REV-1513 EX+ (01-10)
• pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF: FILE NUMBER:
Rt1TH F RFCKFR
~~ ~i vv~a
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS pndude outtrriigght usal distributions and transfers under
Sec. 91'6 (a~1.2).J
1. GRACE V. CREYAUFMILLER Sibling 40,916.30
49 GREENFIELD DRIVE 1/2 REMAINDER
CARLISLE, PA 17015
1/2 REMAINDER
2. WILLIAM A. STRAUSSER Collateral 13,638.77
1059 MAIN STREET EXTENDED
FELTON, PA 17322
3. RUTH R. JONES Collateral 13,638.76
233 TOUCHSTONE DRIVE
CARLISLE, PA 17015
4. LINDA M. BLUBBER Collateral 13,638.77
909 ARMSTRONG ROAD
CARLISLE, PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S
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LAST WILL AND TESTAMENT ~` `~
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I, RUTH F. BECKER, of South Middleton Township, Cumli~rland Co mty, '''~
Pennsylvania, declare this to be my Last Will and Testament, hereby expressly revoking all Wills
and Codicils heretofore made by me.
1. I direct my Executrix to pay all of my debts, funeral and administrative expenses as
soon as maybe done conveniently after my decease.
2. I authorize and empower my Executrix to sell any realty owned by me at my death and
not specifically devised herein at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(a) 50% thereof to my sister, GRACE V. CREYAUFMILLER; and
(b) 50% thereof to be divided between my nephew, WILLIAM A.
STRAUSSER, and my nieces, RUTH R. JONES and LINDA M. SLUSSER,
share and share alike.
4. I nominate and appoint LINDA M. SLUSSER to be the Executrix of this my Last Will
and Testament; she is to serve as such without bond. Should she die before my death,
renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I
nominate and appoint WII,LIAM A. STRAUSSER as substitute Executor, also to serve as such
without bond, with the same powers as are given herein to my Executrix.
5. I hereby suggest that my personal representative retain the services of Irwin 8c
McKnight as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 17th day of
March, 2004.
- l~~~. (SEAL)
RUTH F. BECKER
Signed, sealed, published and declared by RUTH F. BECKER, the Testatrix above-
named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto,
2
ACgN.OWLEDGMENTRND AFFIDAVIT
WE, RUTH F. BECKER, MARTHA L. NOEL and SHARON L. SCH'UVALM, the
Testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and
executed the instrument as her Last Will and Testament, that she had signed willingly, that she
executed it as her free and voluntary act for the purpose herein expressed, and that each of the
witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to
the best of their knowledge the Testatrix was, at that time, eighteen years of age or older, of
sound mind and under no constraint or undue influence.
RUTH F. ECKER
MAR L. OEL
d~~~
SHARON L. SCHWALM
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by RUTH F. BECKER, the Testatrix
herein, and subscribed and sworn to before me by MARTHA L. NOEL and SHARON L.
SCHWALM, witnesses, this 17th day of March, 2004.
~3. ~~
Public
Notarial Seal
~ ~oluicq~y
stop 8xpirsa oa. 3, ~p4
3
June 1, 2011
Roger B. Irwin
Law Offices Irwin & McKnight, P.C.
West Pomfret Professional Building
60 West Pomfret St.
Carlisle, PA 17013
Fax: 249-6354
Re: Estate of Ruth. F. Becker
Social Security Number 195-12-6348
Date of Death 5/17/11
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
CHECKING ACC UNT
Account No.- 106001843
Account Type- 50+ Interest Checking
Date Opened- 1/4/01
Joint Account (name/date)- No
Balance- $94,806.97
Accrued Interest- $1.56
Account No.- 106800284
Account Type- Money Market
Date Opened- 5/5/OS
Date Closed- 3/8/10
Joint Account (name/date)- No
Closing Balance- $500.78
Best Regards,
- (.
Jill .Worthington
Deposit Processing Clerk
.:
2695 Philadelphia Avenue
Chambersburg, PA 17201
1.888.ORRSTOWN
sawx
A Traditton of Excellence
Ewing Brothers Funeral Home, Inc.
630 South Hanover Street
' Carlisle, PA 17013-
, (717)243-2421
May 23;; 2011
Linda M. Slusser
909 Armstrong Road
Carlisle, PA 17013
The Funeral Service for Ruth F. Becker
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
1. PROFESSIONAL SERVICES
Services of Funeral Director/Staff , $1840.00
Embalming, $875.00
Dressing, Casketing, Cosmo etc. $290.00
2. FACILITIES AND SERVICES
Combined one day service $890.00
3. AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains to Funeral Home, $275.00
Hearse (Casket Coach) $250.00
Utility Vehicle for filing DC, $125.00
Out of Town Transportation (Est) , $225.00
FUNERAL HOME SERVICE CHARGES $4770.00
SELECTED MERCHANDISE:
20G NG Silver Hammertone Casket $925.00
Regular sealed Burial vault , $1295.00
Acknowledgement cards , $10.00
Register Book(s) $40.00
Memorial folders , $75.00
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED $7115.00
Cash Advances
Opening Grave, $650.00
Clergy/Mass Offering, $100.00
Flowers. $132.50
The Sentinel Obit, $108.91
Wilma Jackson Organist , $75.00
Stone Cutting , $195.00
TOTAL CASH ADVANCES AND SPECIAL CHARGES . $1261.41
Total
Total Cost , $8376.41 \
( GU e r ~Le ate. )
SUB-TOTAL $8376.41 r ~. ~, J
INITIAL PAYMENT /DISCOUNT /CREDITS 6657.12 ~ = ~ re~~ ~,-1~~-y
' ~ TOTAL AMOUNT DUE S .29 ; a,~ e eBA~~wr~ ~~~
The unpaid balance over 30 days is subjected to a 1.50 % service charge per month - 18.0000 % per annum.
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COMMONWEALTH OF PENNSYLVANIA
STATE EMPLOYEES' RETIREMENT SYSTEM
i HARRISBURG REGIONAL COUNSELING CENTER
30 NORTH THIRD STREET, ROOM 319
HARRISBURG, PA 17101
TELEPHONE: (717) 783-9065
FAX: (717) 783-9599
TOLLFREE: 1-800-633-5461
www.sers.state.paus
June 17, 20i 1
Estate of Ruth Becker
C/O Roger Irwin Esquire
60 W Pomfret Street
Carlisle PA 17013-3222
Dear Mr. Irwin:
_ _~,
Invoice # 24698
3~
RE: Ruth Becker
SS#: 195-12-6348
?R~NIN & ItifcKfViGli?
f.~W OrFfC~S
We have recently been informed of the death of Ruth Becker, a retired member of this
System. We wish to extend our condolences to you at this time.
Since Ms. Becker died 5/17/11 and the May check was not returned to our office, this
account has been overpaid in the amount of $225.97 for the period from 5/18/11-
5/30/11. It will therefore be necessary for our office to be reimbursed for $225.97 to
liquidate this overpayment.
The reimbursement should be made payable to The State Employees' Retirement
System, and mailed with the enclosed copy of this letter to the address shown above.
We will need a certified copy or an original death certificate for our file.
Upon receipt of the reimbursement, this account will be closed. There are no further
benefits to be paid from this System.
Should you have any questions concerning this matter, please do not hesitate to contact
me at the above address or by telephone at (717) 783-9065 or 1-800-633-5461.
Thank you for your cooperation.
Sincerely,
Linda Dolan, Administrative Assistant
Harrisburg Regional Counseling Center
Enclosure
St. Paul's Evangelical Lutheran
(Smoke) Church
Cemetery Association
2613 Old 22
Hamburg, PA 19526
,610-562-3334 .
C p l:~r~a. \v.S ~i
`~O~ Ac
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please make check payable to:
St. Paul's Cemetery Association
c% Paul Moyer, Treasurer
248 Kohler Hill Rd Hamburg, PA 19526
1
Questions: contact Paul Moyer at 610-562-2687
Bill of Sale