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HomeMy WebLinkAbout04-0811 PETITION FOR PROBATE & GRANT OF LETTERS Estate of DORIS S. RUPP No. 21-04- ~ also known as To: Register of Wills forthe , deceased. County of Cumberland Social Security No. 204-03-6948 Commonwealth of Pennsylvania The Petition of the undersigned respectfully represents that: Your Petitioners, who are 18 years of age or older and the Co-Executors named in the Last Will of the above decedent dated January 30, 2003 , and codicils dated none . The Executor named none died . Renunciations for none attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 7070 South Hanover Street, North Middleton Township, Carlisle, Pennsylvania Decedent, then 83 years of age, died Auqust 25 ,2004, at Chapel Pointe of Carlisle. 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: N/A Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property $98,000.00 (If not domiciled in PA) Personal property in PA $. (If not domiciled in PA) Personal property in County $. Value of real estate in Pennsylvania, situated as follows: $. WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented herewith and the grant of letters testamentary thereon. Signature(s) and Residence(s) of Petitioner(s): Roger B..~rwi~, Esquire Irwin & ~vlcKn~ht ~_!l' r'~ ':' 60 Wes't.P_.Qn~ret Street ~, -o Carlisle, PA 17013 OATH OF PERSONAL REPRE GOMMONWEALTH OF PENNSYLVANIA : GOUNTY OF GUMBERLAND : The Patitioner(s) abovs named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the Rnowtedge and belief of Petitioner(s) and that as parsonal representative of Sworn to or affirmed and subscribed ' before me this lc~d-' day of Roger~. ~r~in, Esquire September, 2004. No. 21-04- Estate of DORIS S. RUPP , deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, this I`~tc day of September, 2004, 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 January 30, 2003 described therein be admitted to probate and filed of record as the Last Will of Dor~; and Letters Testamentary are hereby granted to Roqer B. Irwin, Esquire FEES Roqer ~ EsqUire (06282) Probate, Letters, Etc ........ $ 200.00 Short Certificates(-'"~- ) .... $. 9.00 ATTORNEYt{~. Ct. I.D. No.) Renunciation(s) ........... $.__ JCP .................... $ 10.00 60 West Pomfret St., Carlisle, PA 17013 Other Will Paqes {-3-) .... $ 9.00 ADDRESS _ TOTAL: .... $ 228.00 Filed., .L~..¥ .I,.~ .(~..L:{.. .............. 717-249-2353 PHONE his is to certify that the information here given is correctly copied froln an original certificate of death duly filed with me as l.ocal 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. Fee for this certificate, $2.00 ~ p I05300e3 ' AUG g72004 No. Date rrEM# ;: , CERTIFICATE OF DEATH 83 ~" 6-16-1921 7. Hazelton, PA ,.~,~*.~ ~m~,.~ Cumberland North Middleton Chapel Pointe of Carlisle Carlisle, PA 17013 ~r~) ~co~. Cumberland ~ai,~ l~,~ Paul S. Reber [~s. Elsie Elizabeth Brader Roger I~in. Esq. zoo. 60 West Pomfret Street. Carlisle. PA 17013 ~ ~c~at~st.~.~ ~,,~,.~.,0 ~o~,.~P,~ Cremation Society of ~... ~(s~) .~ 2,~August 27 2004 ]a~, Pennsylvania Crematory [a,~ Harrisburg. PA 17109 I ~*~. FDI~SZ02 =~.Serviee*~ Harrisburg~ PA 17109 LAST WILL AND TESTAMENT I, DORIS S. RUPP, of Middlesex Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my Executor to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my Executor to sell any realty owned by me at my death and not speciftcally 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) my amethyst and diamond ring to IRENE B. BRENNEMAN; (b) my golden cross from Switzerland to DIANNA POTTEIG~, ,t~: (c) $15,000.00 to RUSSELL BRENNEMAN and IRENE ::~ ~ ,::!::~:'~ ;~ © BRENNEMAN, or the survivor; -* :" :::~. (d) $10,000.00 to KlM GABLE; (e) $10,000.00 to DAVID POTTEIGER and DIANNA POTTEIGER, or the survivor; and (f) all the rest, residue and remainder to TRINITY UNITED METHODIST CHURCH of New Kingstown, Pennsylvania. 4. I nominate and appoint ROGER B. IRWIN to be the Executor of this my Last Will and Testament; he is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint MARCUS A. McKNIGHT, III and JAMES D. HUGHES as substitute Executors, also to serve as such without bond, with the same powers as are given herein to my Executor. 5. I hereby suggest that my personal representative retain the services of Irwin, McKnight & Hughes as attorneys for the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 30th day of January, 2003. DORIS S. RUPP Signed, sealed, published and declared by DORIS S. RUPP, 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 wimesses. ACKNOWLEDGMENT AND AFFIDAVIT WE, DORIS S. RUPP, MARTHA L. NOEL and SHARON L. SCHWALM, 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 thc 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. DORIS/S. RUPP MARTHA~. NOEL SP._~RON L. SCWItALM COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND : Subscribed, sworn to and acknowledged before me by DORIS S. RUPP, the Testatrix herein, and subscribed and sworn to before me by MARTHA L. NOEL and SHARON L. SCHWALM, witnesses, this 30th day of January, 2003. Roger~llMrwin, Notary Public Carlisle Boro, Cumberland County My Comnfission Expire* Oct. 3~ 2004 Member, Pennsylvania Associa,~on of Notades CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Doris S. Rupp Date of Death: August 25, 2004 Estate No.: 21-04-0811 To the Register: I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on September 13, 2004. Name Address Russell Bmnneman 1805 Willow Road, Carlisle, PA Irene B. Brenneman 1805 Willow Road, Carlisle, PA David Potteiger 53 Country Club Road, Carlisle, PA Dianna Potteiger 53 Country Club Road, Carlisle, PA Klm Gable 21 Country Club Road, Carlisle, PA Trinity Methodist Church 4 West Main Street, New Kingston, PA Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none . Date: 09-13-04 (~/~ '~'~. ~ Signature (~ ~ .~. ~, IRWIN & IV~KNIGHT z.. Name Roger B. Irwin, Esquire e_ :,~ Address 60 West Pomfret Street PA 17013 - ~ r: ~arnsie, Telephone (717) 249-2353 Capacity: __ Personal Representative X Counsel for Personal Representative OFF,C,AL.SEONLY REV-,SOOE×.< -O01 REV--1500 OOMMONWEALTROF.ENNSYLVAN,A INHERITANCE TAX RETURN ILENUM"ER DEPARTMENT OF REVENUE DE.T. 2S060t RESIDENT DECEDENT 21-04-0811 HARRISBURG, PA 17128-0601 COUNTYCODE YEAR NUMBER D DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER E Rupp Doris S. 204-03-6958 CE THIS RETURN MUST BE FILED IN DUPLICATE WITH THE DATE OF DEATH (M M -DO-YEAR) I DATE OF BIRTH (M M -DO-YEAR)  08/25/2004 06/16/1921 REGISTER OF WILLS F APPL CABLE SURVIVING SPOUSE'S NAME (LAST, FIRST, AN D MIDDLE INITIAL) SOCIAL SECURITY NUMBER T 1. OriginaIReturn 2. SupplementaJReturn 3. Remainder Return prior o 12- 3-82 CAPB 4. LimltedEstate · FuturelnterestCompromlse(dateofdeathafter t2-1Z-8Z) 5. Federal Estate Tax Return Required HpRL E P ~ O 6, Decedent D~ed Testate Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes C R A C (Attach copy of WlU) (Attach copy of Trust) -- KOTK ES [] 9. LitigationProceedsReceived r~lo. spousal Poverty CredR [] 11. ElectiontotaxunderSec. 9113(A) (date of death between 12-31-91 and 1 - 1-95) (Attach Sch O) NAME DOMPLETE MAILING ADDRESS C 0P Ro~er B. Irwin Esq. 60 West Pomfret Street FIRM NAME(IfAppHcable) West Pomfret Pr~p?essional Bldg,. - N IRWIN & McKNIGHT Carlisle, Pa l_~k3 S T TELEPHONE NUMBER ?I_ 717/249-2353 1. Ream Estate (Schedule A) (1) N~ne ~ OFFICIAL USE ONLY ='. Stocks and Bonds (Schedule B) (2) N~ne 3. Closely Held Corporation, Partnership or (3) NOne Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) Ne/n_e ER 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 101,879 .:28 C (Schedule E) pA 6. Jointly Owned Property (Schedule F) (6) None i [] Separate Billing Requested T U 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None L (Schedule G or L) A T 8. Total Gross Assets (total Lines 1-7) (8) 101,879.28 O 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 14,034.97 N 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule i) (10) 5,954.26 11. Total Deductions (total Lines 9 & 10) (11) 19,989.23 12. Net Value of Estate (Line 8 minus Line 11) (12) 81 , 890. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) 50 made (Schedule J) 14. Net Value Subiect to Tax (Line 12 minus Line 13) (14) 31,890.05 C O SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES M T UP 15. Amount of Line 14 taxable at the spousal tax xA ,AT 'rate, or transfers under Sec. 9116(aX1.2) 0.00 X .0 0 (15)' · 0.00 T 16. Amount of Line 14 taxable at lineal rate 0.00 X .0 45 (16) 0.00 I 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00 O N 18. Amount of Line 14 taxable at collateral rate 31,890.05 X ,15 (18) 4,783.51 19. Tax Due (19) 4,783.51 Copyright (c) Z000 form software only The Lackner Group, Inc. Form REV- 1500 EX (Rev. S 00) Decedent's Complete Address: STREET ADDRESS 7070 South Hanover Street CITY STATE ZIP Carl isle PA 17013 Tax Payments and Credits: I. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B, Prior Payments C. Discount 239.18 Total Credits ( A + S + C ) (2) 239.18 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0.00 S. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 4,544.33 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 4,544.33 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 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. Under penalties of peri ury, ~ declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all Information of which preparer has any knowledge. SIGNATUREOFPERSONRESPONSIBLEFORFILINGRETURN Roger B. Irwin Esq. DATE ~- ~ ~. 60 West Pomfret Street / SiGNATUREOF,BRE~AREROT~RTHANREPRESENTATIVE IRWIN & McKNIGRT CATE /~ /~ //. / ~ 60 West ?omfret Street For dates of death or~d Jt!!,,~-f'1994 and before January 1, 1995, the tax rate imposed on the net 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) (1.1) {ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requiren~nts for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's iineal beneficiaries is 4.5%, except as noted in 72 P,S. 9116(f.2) [72 P.S. 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S, 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption, Copyright (c) go00 form software only The Lackner Group, Inc. Form REV-1500 EX ~mev 6-00) SCHEDULE E CO~MONWE^L~.O~PENNSYLV^N~* CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RE$~SENTDECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Doris S. Rupp SS~ 204-03-6958 08/25/2004 21-04-0811 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Cash on Hand 53.82 2 American Home Bank - Checking Account 0000111414 82,003.90 3 M&T Bank - Checking Account - 73224766 10,209.33 4 PNC Bank - Checking Account 51-4019-0363 9,342.23 5 Jewelry - see attached 270.00 TOTAL (Also enter on line 5. Recapitulation) $ 101,879 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form sof ware only CPSystems, Inc. Form REV- 1508 EX/Rev R~V-15. EX +0-971 I SCHEDULE H COMMONWEALTH OF PENNSYLVANIA J FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT eECEDENT ESTATE OF FILE NUMBER Doris S. Rupp SS~/ 204-03-6958 08/25/2004 21-04-0811 Debts of decedent must be reported on Schedule I. ITEM NUMBEF DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Auer Memorial Home and Cremation Services, Inc. 1,631.18 2 Cumberland Valley Memorial Gardens - Grave Opening 910.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 5,000.00 Name of Personal Representative(s) Rover B. Irwin Esq. Social Security Number(s) / EIN Number of Personai Representative(s) 23-1438531 Street Address 60 West Pomfret Street Carlisle State PA Zip.17013 Year(s) Commission Paid: 2, Attorney's Fees IRWIN & McKNIGHT 5,800.00 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 228.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 250.00 7. Other Administrative Costs 1 Cumberland Law Journal - Estate Notice 75.00 2 Register of Wills - Filing Fee 25.00 3 The Sentinel - Estate Notice 115.79 TOTAL (Also enter on tine 9, Recapitulation) ~ 14,034.97 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1511 EX (Rev I g7~ SCHEDULE I COMMO.WE^L~HOFRE..SYLV^.rA DEBTS OF DECEDENT, RESIDENT DECEOENT MORTGAGE LIABILITIES, AND LIENS ESTATE OF FILE NUMBER Doris S. Rupp SS~/ 204-03-6958 08/25/2004 21-04-0811 Include unreimbursed medical expenses. ITEM NUMBEF DESCRIPTION AMOUNT 1 American Red Cross - Lifeline Account 35.00 2 Chapel Pointe at Carlisle - Nursing 5,473.36 3 Department of Veterans Affairs - Medical 252.00 4 Holy Spirit Hospital - Medical 60.42 5 Millennium Pharmacy - Medical 86.83 6 Sprint - Telephone 46.65 TOTAL (Also enter on ;ine 10, Recapitulation) I $ 5,954.26 (If more space is needed, insert additional sheets of the same size) Copyright(c) 1996formsoftwareonlyCPSystems, lnc. Form REV-l$12 EX(Rev 1 REV- 1513 EX * (9-00) ~ SCHEDULE J COMMO.WE^LT, Or PE..SYLV^N~^ BENEFICIARIES IN HERITANCE T~ RETURN RESIDENTDECEDENT ESTATE OF FILE NUMBER Doris S. Rupp SS~ 204-03-6958 08/25/2004 21-04-0811 RELATIONSHIP TO DECEOENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do N~ List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [i~l~e outright spousal distribuNo~, a~ tra~fers under Sec. 911~(1.~] 1 Irene B. Brenneman Friend 7,500.00 and 1805 Willow Road Rings Carlisle, PA 17013 2 Russell Brenneman Friend 7,500.00 1805 Willow Road Carlisle, PA 17013 3 Klm Cable Friend 10,000.00 21 Country Club Road Carlisle, PA 17013 4 David Pottetger Friend 5,000.00 53 Country Club Road Carlisle, PA 17013 5 Dianna Potteiger Friend $5,000.00 and 53 Country Club Road Cross Carlisle, PA 17013 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET Il. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLEAND GOVERNMENTALDISTRIBUTIONS 1 Trinity United Methodist Church 50,000.00 4 West Main Street New Kingston, PA 17072 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET ~ 50,000.00 (If more space is needed, insert additional sheets of the same size) Copyrig bt (c) Zooo form software only T he Lackner Group, II:. Form R E¥- 1513 EX/Rev. 9-00) LAST WILL AND TESTAMENT I, DORIS S. RUPP, of Middlesex Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my Executor to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my Executor 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) my amethyst and diamond ring to IRENE B. BRENNEMAN; (b) my golden cross from Switzerland to DIANNA POTTEIGER; (c) $15,000.00 to RUSSELL BRENNEMAN and IRENE BRENNEMAN, or the survivor; (d) $10,000.00 to KIM GABLE; (e) $10,000.00 to DAVID POTTEIGER and DIANNA POTTEIGER, or the survivor; and (f) all the rest, residue and remainder to TRINITY UNITED METHODIST CHURCH of New Kingstown, Pennsylvania. 4. I nominate and appoint ROGER B. IRWIN to be the Executor of this my Last Will and Testament; he is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint MARCUS A. McKNIGHT, III and JAMES D. HUGHES as substitute Executors, also to serve as such without bond, with the same powers as are given herein to my Executor. 5. I hereby suggest that my personal representative retain the services of Irwin, McKnight & Hughes as attorneys for the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 30th day of January, 2003. DORISS. RUpp ~ ' 2 Signed, sealed, published and declared by DORIS S. RUPP, 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 wimesses. A CKNOWLEDGMENTAND AFFIDAVIT WE, DORIS S. RUPP, MARTHA L. NOEL and SHARON L. SCHWALM, 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. DORI,~/S: RUPP.. ~",/" ~, MARTHA~L. NOEL S~ON ~. SC~M COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND : Subscribed, sworn to and acknowledged before me by DORIS S. RUPP, the Testatrix herein, and subscribed and sworn to before me by MARTHA L. NOEL and SHARON L. SCHVCALM, witnesses, this 30th day of January, 2003. /No~fary Public ~ bl'otar a Seal Rogei>'Bi Irwin, Notary Public Carlisle Boro, Cumberland County My Commission Expires Oct. 3, 2004 Member, Pennsylvania ~sscciau~n oi' Notaries 07 O~ 10:I~8 CIS 130253~136 p. 1 F;~ (302) ')3~2~55 Fax: 71%249-6354 s~v~,.,~ z m~ l~in & McKnight West Pomfret Prol~ssional Building 60 West Pomfrct Street Carlisle, Pennsylvania 17013-3222 Re: ~vtttte off' Dorix ,$: R~q~/; A~cial ,~wurilv: 204-03-694,9 Date of Dett/h: ~ugt~vt 25, 2004 Dear Sir or Madam: Per ~>ur inqui~ dalcd Augus~ 26, 2004, t~lo~e [~ adv~s~ flint at the time n[ dcaflL thc above-named dcccdcmt had cm deposit wi~h ~lis ~m~k file lbllowing: 1, ~YpC t~,4CCoI#tt (.'h~'c'~JtI~[ ~cc'oztrll ~CcotIOt Ntttylbc't 73224766 ( )wnt:~hil~ (Ncnnex t~) t)oriv S Rupp r)/n.~#~g I)utc I 1,/2~70 IAth.lcv on Dale q'[ k't~/h $ I O, 209. 33 Please be advls~, the~ wag ~o safe deposit box fi)und Ibr thc :dx~vc decedent. For further account infiwma~on, r~trding ownemhip, closures algal/or reimbursement nf funds, plmtse cull the High Street Cad[de Office g 717-24~4K~6. Sincerely. .... Nm~cy Clagett Recorcts Management ' AMERICAN HOME We help build your future,TM September 9, 2004 Law Offices of Irwin & McKnight 60 West Pomfret Street Carlisle, PA 17013-3222 RE: Estate of Doris S. Rupp Date of Death: August 25, 2004 Social Security #: 204-03-6948 In reference to your request of the above Estate, I have the following information: 1. Account title- Doffs S. Rupp. 2. Account opened June 1, 2004. 3. No change of ownership occurred. 4. There were no closed accounts within the last year. 5. Accrued interest as of 8/25/04 equals $22.30. 6. Date of death balance: $82,003.90. I hope this information is sufficient to complete your request. If you need anything further, please feel flee to contact me directly at (717) 537-4399. Thank you. Sincerely, grett E. Miller Operations Manager 2004 IRWIN & McKNIO[-{I' '0CT-17-2004 21:14 PNCBRNK 412 ?58 3458 P.01/0I PNCBAI October 18, 2004 Roger B. Irwin West Pomfret Professional Bmlding 60 We~ Pomfret Street Carlisle, PA 17013-3222 RE: Estate of Doris $. Rupp, deceased SSN: 204-03-6948 DOD: 8/25/2004 In response to your request for Date of Death balance~ for the customer noted above, our records show the following: ChecMng Account Account #5140190363 Established 12/01/1970 DORIS S RUPP DOD balance: $9,342.23 (non-/ntercst bearing) Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process uny financial transactions or provide statements. If you need assistance with any ofthcse ztems, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, Rochelle Wells 1-1100-762-I 775 P7oPF$C-04-F $~0 first Ave. Pltlsburgh PA 15219 Member FDIC AUER MEMORIAL HOME X' D CREMATION SERVICES, INC. i! O0 Jo n~ o~tn Road · tlarrisburg. PA 17109 * 1-800-720-8221 · Fax 717-5410943 · Shawn E. Carper. S,pervisor 24~978 JL5 8-25-2004 Mr. Roger Irwin, Esq. 60 West Pomfret Street Carlisle, PA 17013 Doris S. Rupp - Deceased SPECIAL CHARGES X Direct Cremation $795.00 Forwarding Remains Receiving Remains Arrange For Burial Nationwide Guarantee Program Worldwide Travel Protection TOTAL SPECIAL CHARGES $795.00 PROFESSIONAL SERVICES Services of Funeral Director & Staff Embalming Other Preparation of %he Body Facilities & Staff for Viewing ($200/hour) Facilities & Staff for Funeral Service Facilities & Staff for Memorial Service Staff & Equipment for Viewing ($200/hour) Arrange/Deliver Remains To A National Cemeter Staff & Equipment for Memorial Service Private Family Viewing/Witnessing Cremation Special 48 Hour/Weekend Cremation Service X Packaging And Forwarding Cremated Remains $55.00 Personal Delivery of Cremated Remains Scattering Charge Medical Documents/Courier Fee TOTAL PROFESSIONAL SERVICES $55.00 AUTOMOTIVE EQUIPMENT Removal Vehicle Casket Coach Flower Car Lead Car/Clergy Car Service Vehicle Family Car TOTAL AUTOMOTIVE EQUIPMENT $0.00 MERCHANDISE Register Book Memorial Folders Thank You Cards # Memorial Service Package Casket Cardboard Container Cremation Container X Urn Burial Vault $295.00 Veterans Flag Case Grave/Memorial Marker Other Other TOTAL MERCHANDISE $295.00 CASH ADVANCED ITEMS Grave Opening Cemetery Equipment Vault Service Charge Newspapers X Harrisburg Patriot $147.18 Clergy Church/Organist/Soloist Flowers X Crematory Charge $300.00 X County Coroner Cremation Approval Fee $25.00 X Certified Copies $14.00 DNA Preservation TOTAL CASH ADVANCED ITEMS $486.18 SUMMARY OF CHARGES Special Charges $795.00 Professional Services $55.00 Automotive Equipment $0.00 Merchandise $295.00 Cash Advanced Items $486.18 SUB TOTAL $1,631.18 DISCOUNT $0.00 TOTAL $1,631.18 AMOUNT PAID 9-17-2004 -$1,190.00 BALANCE DUE $441.18 COUNTY OF CU~3E.~LAND ; Roger B. being duly sworn according fo law, deposes and says ~ha+ he ~s the ~ecutor {a~e DY _Nort~ Mid~let~n ~h~p ............. Cumberland County, Pa., deceased and fha+ the within ~s an inventory ma~e by Roger ~. l~n _, fha ~a}d ~ecuEor o~ the entire estate ~ said dece~en+, cc~s;~f]n~ of a{{ +he persona~ property and real estate, except rea{ es+ate outs;de ~e Commonwea{t~ o~ Pennsy{van{a, and f~af t~e ~ure~ oppos;fe eac~ ~em o{ ~he Invenfor~ represenf it's fa]r va~ue as of fhe da+e o~ deceJenf"s Swo. : and ,ub,c~bed before me, /' "~_~.~... this ~. of October.~04. _._~_~ Roger~.~,~, =qui~ '~ "' ' " 60 Wearer Street Carlisle, PA 17013 [ . I Da~e of De.~h ..... 08 2004 INSTRUCTIONS ]. An ~nvenfo~y must be ~i~ed w~fh~n f~ree months a~te~ appointment o~ persone~ representative. 2. A supplement ~nven+ory must be ~i]ed w;fh~n th;try days of discovery oF ad~lfiona{ assets. 3. AddlHone] skee+~ may be af+ached as fo persona{fy or 4. See Arflcle iV, ~iduciaries AcT of {949. Inventory of the real and personal estate of DORIS $. RUPP deceased 1. Cash on Hand ......................... 53/8~ 2. American Home Bank - Checking Account 0000111414 ........... 82,003 3. H&T Bank - Checking Account - 73224766 .............. 10,209 4. PNC Bank- Checking Account - 51-4019-0363 ............. 9,34212~ 5. Jewelry ........................... 270 TOTAL ..................... L01,879 COMMONWEALTH OF PENNSYLVANIA REV 1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128 0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004514 IRWIN ROGER B ESQ 60 W POMFRET ST CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 I $4,544.33 ESTATE INFORMATION: SSN: 204--03-6948 FILE NUMBER: 2104-0811 DECEDENT NAME: RUPP DORIS S DATE OF PAYMENT: 1 O/19/2004 POSTMARK DATE: 10/19/2004 COUNTY: CUMBERLAND DATE OF DEATH: 08/25/2004 TOTAL AMOUNT PAID: $4,544.33 REMARKS: CHECK# 021599 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANTA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DTVTSTON NOTTCE OF INHERITANCE TAX po BOX Z80601 APPRAISEMENT, ALLONANCE OR DISALLOWANCE HARRTSBURG, PA 171Z8-0601 OF DEDUCTIONS AND ASSESSMENT OF TAX REV-IS47 EX AFP DATE 1Z-ZO-ZO04 ESTATE OF RUPP DORIS S DATE OF DEATH 08-25-2004 FILE NUMBER 21 04-0811 COUNTY CUMBERLAND ROGER B IRWIN ESQ ACN 101 IRWIN & MCKNIGHT Amoun~ Rami~ed ~_ 6~ POMFREc~c~ ST (~ CA'P,~.LTSLE~ .. PA 1701:5 ~:~ ~c: ~_~c:.; HAKE CHECK PAYABLE AND REHZT PAYHENT TO: ~- ,,a: ©c9~:, REGISTER OF WILLS ~c~: r-.- o=~_~':i:;~:: CUMBERLAND CO COURT HOUSE ~:'~- CARLISLE PA 17015 ~C~ON(~I'HZS ~ ~'- RETAIN LOWER PORTZON FOR YOUR RECORDS c=~ DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF RUPP DORIS S FILE NO. 21 04-0811 ACN 101 DATE 12-ZO-ZO04 TAX RETURN NAS: (X) ACCEPTED AS FTLED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) . O0 NOTE: To insure proper 2. S~ocks end Bonds (Schedule B) (2) . O0 credi~ ~o your account, $. Closely Held S~ock/Per~nership Tn~eres~ (Schedule C) ($) . O0 subei~ ~hm upper portion ~. Hor~gages/No~es Receivable (Schedule D) (~) . O0 of ~hls form ~1~h your $. Cash/Bank Deposi~cs/Nisc. Personal Proper~y (Schedule E) (5) 101~879.Z8 ~ax pay;en~. 6. Jointly O~ned Proper~y (Schedule F) (6) . O0 7. Transfers (Schedule G) (7) .00 8. To~el Assets (8) 101,879.28 APPROVED DEDUCTIONS AND EXENpTTONS: 14,054.97 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage L1abili~cles/Liens (Schedule I) (10) 5 · 954.26 11. To,al Deductions (11) 12. Ne~ Value of Tax Re~urn (12) 81,890.05 15. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) 50,000. O0 1~. Ne~ Value of Es~e~e Subjec~ ~o Tax (1~) $1,890.05 NOTE: Z~ an assesswent .as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~ill reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amoun~ of Line 1~ a~ Spousal ra~e (15) . O0 X O0 = .00 16. Amount of L/ne 1~ ~axable a~ Lineal/Class A ra~a (16) . O0 X 045 = . O0 17. Amoun~ of L/ne 1~ a~ Sibling ra~e (17) . O0 X 12 = . O0 18. Amoun~ of L/ne 1~ ~axable a~ Collateral/Class B ra~a (18) $1,890.05 X 15 = 4,785.51 19. Principal Tax Due (19)= 4,785.51 TAX CREDITS: PAYNENT KECE/PT DISCOUNT AMOUNT PA/D DATE NUHBER INTEREST/PEN pATD (-) 10-19-2004 CD004514 259.18 4,544. TOTAL TAX CREDIT I 4,783.51 BALANCE OF TAX DUEl .00 INTEREST AND PEN. .00 TOTAL DUE .00 ZF PAID AFTER DATE INDICATED, SEE REVERSE ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCTZONS.)~,L STATUS REPORT UNDER RULE 6.12 Name of Decedent: DORIS S. RUPP Date of Death: AUGUST 25, 2004 No. g1~1-04-0811 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: X Yes ~ 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? X Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Date: 01/05/2005 Signatur; ~/X IRWIN & Mc~q-t~HT Roger B. Irwin, Esquire Name (please type or print) 60 West Pomfret Street Address Carlisle, PA 17013 c,a City, State, Zip ,. ~.._ ..~ .;-: (717) 249-2353 c~.'/~ c',~ Telephone Number ~,c:; ~..; c~. o co c~:. Capacity: Person~ Representative c:- .... ~o c_~ :~-:~_ X Counsel for Person~ Representative _L ~