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Home My WebLink About04-0825 05-29-2006 RUDDY 04-27-2003 21 04-0825 CUMBERLAND 101 APPEAL DATE: 07-28-2006 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REv:is47-Ex-AFp-coj:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CATHERINE T FILE NO. 21 04-0825 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PD BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTIc;E {)F INHERITANCE TAX .APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Ll SA M COYNE 3901 MARKET ST CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PA 17011-4227 ESTATE OF RUDDY REV-1547 EX AFP (06-05) CATHERINE T TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED DATE 05-29-2006 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 9,896.56 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 4,806.00 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 9,896.56 (11) (12) (3) (4) 4.806.00 5,090.56 .00 5,090.56 NOTE: 14, 15 and/or 1&, 17, 18 and 19 will returns assessed to date. IT an assessment was issued previOUSly, lines reTlect Tigures that include the total oT ALL ASSESSMENT OF TAX: 15. Amount of line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: 5,090.56 X 00 = .00 X 045 = .00 )( 12 = .00 )( 15 = (19)= (15) (16) (7) (8) .00 .00 .00 .00 .00 "~""~"''-' l+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ..':'I,' IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE Dui ,V) A RFF'lJNn_ ~F'I= R'F'Ui=R'c:.i= <:.Tnl: nl: TUT~ C'nDM enD T....CTDII,..TTI"......... ,\..I'\.,,\J / PETITION FOR PROBATE and GRANT OF LETTERS also known as · Deceased. Social Security No. l 'Tq- 1 2.-- Z/ O Cf The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut c~ in the last will of the above decedent, dated ,~ '~- ,b and codicil(s) dated O To: Register of ~ills fo,~ t. he/ / County of lLC/~ttut t, Commonwealth of Pennsylvania in the named , (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in J(.~.d,~,t ~/n~,~ _ Couqty, Pennsylvania, with ~ last famil.~or principal residence at (list street, number ~d muncipality) D~e~ent, then ~ ~ars of ag~ died ~ ~ ,~ ~O~, Excep~ as follows, decedent did n~arry, was not ~vorced and did not have a child born or ~optefi after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incom~tent: 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: WHEREFORE, petitioner(s) respectfully refluest(lO the probate of the last will and codicil(s) presented herewith and the grant of letters theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF' PERSONAL REPRESENTATIVE Sworn to or affir~c[ and subscribed bet~ore me this ~ ~'~ day of 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. No. ,;;~l - Estate Of ~0~5,.~.~ DECREE OF PROBATE AND GRANT OF LETTERS ,Deceased the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated described therein be admitted to probate and filed of record as the last will of and Letters '~e_~%-¥~ ~,~..~ ~"¥ea^ o ^, are hereby granted to ._"~k'~r-~o_~ 0[_ 0 , in consideration of the petition on FEES Probate, Letters, Etc .......... Short Certificates( ) .......... TOTAL rilea ........ ;. ~ .-. ~ ~ ATTORNEY (Sdp. Ct. I.D. No.) ADDRESS PHONE his is to certify that the information here given is correctly copied from 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 9095489 No. Local Registrar Al'il g 8 2003 Date COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF: HEALTH * VITAL RECORDS CERTIFICATE OF DEATH Catherine T. Ruddy 83 ,.,. i i 11121119 Cumberland ?amp Hill Housewife 64 Tory Circle Enola Pa 17025 John P. Hogan Barbara Jessick ~[D o'~,(s~.vl ~ 4/30/03 .Female ,. 179 -- 12 -- 2109 ,. 4/27/03 Ib° ~ Health Services t~,~.~,,~.~..,,.. ,~. White ,,. Barbara M. Gilbride ;~.602 Riverstix Laner Mech,Pa 17050 ,~diantown Gap Natl Ce ,,~.Lebanonr Pa LAST WILL AND TESTAX[ENT OF CATHERINE F. RUDDY I, CATHERINE T. RUDDY of the Township of East Pennsboro, Cumberland County, ?ennsylvania, declare this to be my Last Will and revoke any will or codicil previously made by me. ITEM 1.'. I direct that upon my demise, that my body be interned at Ft. Indiantown Gap National Cemetery, Lebanon County, Pennsylvania. ITEM 2: I direct that all my last debts and expenses be paid when practicable after my demise. ITEM 3: I devise and bequeath all of my estate wheresoever situate to my beloved husband, JAMES L. RUDDY, provided he survives my death by thirty (30) days. ITEM 4: Should my husband, JAMES L. RUDDY, predecease me or fail to survive my death by thirty (30) days, then I give, devise, and bequeath the rest, residue and remainder of my estate to my daughters, BARBARA E. JESSICK and PAULA J. RUDDY, in equal shares, per stirpes. ITEM 5: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my Estate. ITEM 6: I appoint my husband, JAMES L. RUDDY, Executor, of this my Last Will. In the event my husband, JAMES L. RUDDY, fails to qualify or cease to act as Executor, I appoint my daughters, BARBARA E. JESSICK and PAULA J. RUDDY, co-Executrixes of this my Last Will. ITEM 7: I direct that my personal representative or his successor shall not be required to give bond for the faithful performance of their duties in any jurisdiction. 1N WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and testament, thisbe)t-f, day of ~K~ c~./v~ , 2002. CATHERINE T. RUDDY ~/' .~~ ~_C"/. ~ residingat '/~.,/~,,z,(.~ residing at ) SS: COUNTY OF CUMBERLAND ) Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting wimesses. and 2002. T. RUDDY, the Testatrix and the witnesses }e p ' y, whose names are signed to the attached or foregoing instnunent, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witness and that to the best of his or her knowledge, the Testatrix was at the time eighteen (18) years of older, of sound mind and under no constraint or undue influence. ~/?c~,o rt~-,-t~ CATH-E--RIN~ T. RODDY witn -' R Subscribed, s. wom and ac .k~.owledged before me ~O~/",t~t/~" f--o~e' by CATHERINE T. UDDY, the Testatrix, and subscribed and sworn to before me by ,,'~'~.~ ~-, (7'~s~/c~' , the witnesses, this ~ day of ,~f~ry Public (SEAL) · I LmW E O E No I Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 12/06/2004 COYNE LISA MARIE 3901 MARKET ST CAMP HILL, PA 17011 RE: Estate of RUDDY CATHERINE T File Number: 2004-00825 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the ~24ENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 12/18/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Personal Judge Representative(s) GLENDA FARNER ~ Clerk of the Orphans' Court Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 12/06/2004 RLrDDY JD2~ES L 4905 E TRINDLE RD MECHANICSBURG, PA 17050 RE: Estate of RUDDY CATHERINE T File Number: 2004-00825 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the ~MENDMENTS TO SUPREME COURT ORPPIANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 12/18/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DTVTSTON DEPT. 280601 HARRTSBURG,, PA 171Z8-0601 COHNONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-I&O? EX RFP (01-0S) DATE 09-15-2004 ESTATE OF LEBO ~ ~ DATE OF DEATH 09-Zg-ZO03 F'rLE NUH~ER Z! 03-08Z5 COUNTY CUHBERLAND PATRICIA L GILDNER '0,~ ~ l~ [~_ :/i7 ACH 04105343 16 HCNAUGHTON DR I Amoun* Remi~md DUNCANNON PA 1~7~0,Z0- 9715 PAULINE V HAKE CHECK PAYABLE AND RENZT PAYHENT TO-' REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper por~Aon of ~hAs form wi~h your ~ax payment. CUT ALONG TH/S L/NE ~'* RETAIN LOWER PORTION FOR YOUR RECORDS *"~ REV-1607 EX AFP (01-03) ~ /NHERZTANCE TAX STATEHENT OF ACCOUNT ~ ESTATE OF LE]IO PAULINE V FILE NO. 21 03-0825 ACN 04105343 DATE 09-13-2004 THIS STATENENT IS PROV'rDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE NAHED ESTATE. SHONN BELON IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 08-09-Z004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): .O0 PAYNENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID (-) AHOUNT PAID 03-27-2004 08-24-2004 CD003735 REFUND .00 .00 628.26 628.26- IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" TOTAL TAX CRED'rT .00 · ALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. Name of Decedent: Date of Death: Will No.: To the Register: CERTIFICATION OF NOTICE tINDER RULE 5.6(a} CATHERINE T. RUDDY April 27, 2003 21-04-0825 I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on December 27, 2004: James L. Ruddy Country Meadows 4905 E. Trindle Road Mechanicsburg, PA 17050 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: COYNE & COYNE, P.C. BY:/,~sa Marie Coyn~irEsquire 3901 Market Slr~et Camp Hill, PA 170114227 (717) 737-0464 Pa. Supreme Ct. No. 53788 Counsel for Personal Representative Name of Decedent: Date of Death: Will No.: To the Register: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) CATHERINE T. RUDDY April 27, 2003 21-04-0825 I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on December 27, 2004: James L. Ruddy Country Meadows 4905 E. Trindle Road Mechanicsburg, PA 17050 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: COYNE & COYNE, P.C. //~sa-Mar~e Coyn~squire 3~901 Market StrEet Camp Hill, PA 17011-4227 (717) 737-0464 Pa. Supreme Ct. No. 53788 Counsel for Personal Representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 / Date: 3/15/2005 COYNE LISA MARIE 3901 MARKET ST CAMP HILL, PA 17011 RE: Estate of RUDDY CATHERINE T File Number: 2004-00825 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/27/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge etA Register of Wills of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 ,J... l., ~/,l7 Date of Death: Estate No.: iJ::. ~~ - ()t) r 2. S" Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether ad~istration of the estate is complete: Yes 0 No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: ~ 10 ~ r rJ I 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 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 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date:~} Name M~~ 3'~1 ~'iA-. Address ~ tJ.:.Lf. .) p ;r-,"Za " 7(7,., 73 7-1IL{ 61 Telephone No. Capacity: 0 Personal Representative ~ounsel for personal representative vi Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/07/2006 RUDDY JAMES L 4905 E TRINDLE RD MECHANICSBURG, PA 17050 RE: Estate of RUDDY CATHERINE T File Number: 2004-00825 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/27/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel vy Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/07/2006 COYNE LISA MARIE 3901 MARKET STREET CAMP HILL, PA 17011-4227 RE: Estate of RUDDY CATHERINE T File Number: 2004-00825 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/27/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ (.~...'" Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) v~ .. . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Estate No.: {JAil~~ T ~'e7 ef ' Z 7 ' 2dtl 3 ~ 1-- ~ 00 t.f - ~ 8' 2 r Name of Decedent: Date of Death: 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 ~ether administration of the estate is complete: Yesy\ No 0 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 0 NO~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the perso~epresentative state an account informally to the parties in interest? Yes p\ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Lt5'" Mlfrue r3yA/eJ, Es ~ Name 3111/ itufd sf: Address (! ~ ~( fl #170//-'(':1':2.7 t/~ 7~7-(JV6Y Te phone No. Date: tt... 5'"-0 b -':~~" .... ., . 1 ....,; r-'1____:...... n D,...,...n"....^l DO'~....'Ol"'1.o.,....+n;-;,.,.~ \....-c:L}Jc:L'-'H.)'. L..J. J. '-'J.i:lvu.aJ. .1.'-"'}lJ."""""J..ll..u.u v '" r><Counsel for personal representative ~ . REV. 1500 EX + (~) UJ I- ~~U) (Jct:~ IIJQ.(J ::E:OO (Jct:..J Q.a:J Q. c( *' OFFiCiAL USE Oi'JL y ~ I REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FilE NUMBER 21 2004 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 0825 NUMBER I- Z W C Z o Q. AME Lisa Marie Coyne IRM NAME (If applicable) Coyne & Coyne, P.C. ElEPHONE NUMBER 717/737-0464 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT Of REVENUE DEiPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) RUDDY, CATHERINE T I- Z W C IIJ (J W C DATE OF DEATH (MM-DD- YEAR) DATE OF BIRTH (MM-DD-YEAR) 179-12-2109 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER I8J 1. Original Return o ~ o o 2. Supplemental Return o o o 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95 o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) 4. Limited Estate 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received z o i= :5 ::I I- 0:: c( (J w ct: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) 04/27/2003 11/21/1919 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) 3901 Market Street Camp Hill, PA 17011-4227 (1 ) None (2) None (3) None (4) None (5) 9,896.56 (6) None (7) None (8) (9) 4,806.00 (10) /-'" , - ~ O;:'FrCfA~ USE Ol',iL,y (n ('-.) 9,896.56 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (11 ) 4,806.00 5,090.56 (12) (13) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 5,090.56 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 20. 0 Copyright 2000 form software only The Lackner Group, Inc. 15. Amount of Line 14 taxable at the spousal tax rate, 5,090.56 x .00 (15) or transfers under Sec. 9116(a)(1.2) z x .045 (16) 0 16.Amount of Line 14 taxable at lineal rate i= :! ::I (17) a.. 17.Amount of Line 14 taxable at sibling rate x .12 :E 0 (J S 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 0.00 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 Form REV-1500 EX (Rev. 6-00) g . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RUDDY, CATHERINE T I FILE NUMBER 21 - 2004 - 0825 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 PNC BANK-- Checking Account DESCRIPTION VALUE AT DATE OF DEATH 9,896.56 TOTAL (Also enter on Line 5, Recapitulation) 9,896.56 2005 16:46 PNCBANK 412 768 3458 P.01/01 ~ PNCBAN< August ] 0, 2005 Lisa Marie Coyne 3901 Market Street Camp Hill, PAl 7011-4227 RE: Estate of Catherine T. Ruddy, deceased SSN~ 179-12-2109 DOD: 4/27/2003 Deat Ms. Coyne: In response to your request for Date ofDeatb balances for the customer noted above, our records show the following: Savings Account Account #5004025013 Established 03/21/2003 CATHERINE T RUDDY DOD balance: $9,895.66 + $.90 accrued interest Please note that this office only provides date of death ~alances for deposit accounts (IRAs) CDs, Checking and Savings accounts). We don~t process any fiDaDcial transactions or provide statements. If you need assistance with any of these iterns!t pl~ase call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. f / Sincerely, . c91~,ruJJ2.~ Lt1t1-h Rache1le Wells 1-800- 762-1775 P7-PFSC-04-F soo first AYe. Pittsburgh P A 15219 Member FDIC TOTAL P.01 *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H RJNERAL EXPENSES & ADNIINlSTRAllVE COSTS ESTATE OF RUDDY, CATHERINE T I FILE NUMBER 21 - 2004 - 0825 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: Personal Representative's Commissions 1. DESCRIPTION Social Security Number(s) / EIN Number of Personal Representative(s): Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant James L. Ruddy Street Address 64 Tory Circle City Enola Relationship of Claimant to Decedent 2. Street Address City Year(s) Commission paid Attorney's Fees COYNE & COYNE, P.C. 3. 4. Register of Wills Probate Fees 5. I Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Legal Advertisement--Patriot News 2 State _ Zip State P A Husband Zip 17025 Legal Advertisement--Cumberland Law J oumal Total of Continuation Schedule{s} TOTAL (Also enter on line 9, Recapitulation) AMOUNT 500.00 3,500.00 42.00 110.00 75.00 579.00 4,806.00 .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedule H Funeral Expenses & Adninistrative Costs continued ESTATE OF RUDDY, CATHERINE T 3 Postage 4 Reserves 5 Filing Fee--Inheritance Tax Return I FILE NUMBER 21 - 2004 - 0825 I 64.00 500.00 15.00 Page 2 of Schedule H REV-1513 EX+ (9-00) .. SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RUDDY, CATHERINE T I FILE NUMBER 21 - 2004 - 0825 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE Do Not I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 James Ruddy Husband 100% Residual I Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shee t II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I I TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE'" I I . _____u___~____...__~__'____~_______~'__~____'___ ~__~_~.'~".-.~ ___J .- .- . REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF' GRANT OF LETTERS No. 2004-00825 PA No. 21-04-0825 Es ta te Of: RUDD Y CA THERINE T (Last, First, M.iddle) Late Of: EAST PENNSBORO TOWNSHIP CUMBERLAND COUNTY Deceased Social Securi ty No: 179-12-2109 WHEREAS, on the 8th day of September 2004 an instrument dated March 4th 2002 was admitted to probate as the last 'will of RUDDY CA THERINE T (Last, Fitst, Middle) la te of EAST PENNSBORO TOWNSHIP, CUMBERLAND County, who died on the 27th day of April 2003 and, WHEREAS, a true copy of the will as probated is annexed hereto. \__r'~--'- THEREFORE, I, GLENDA FARNER STRASBAUGH 'j/' Register of Wills for CUMBERLAND County, in the Commonwealth of ~ennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: I RUDDY JAMES L who has duly qualified as EXECUTOR (RIX) in and ,I and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 8th day of September 2004. **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) ._._------------_._-~ ---_.__._~_.__._~'_..~--------~-.--~~--------_._----_._------..,--,..--: LAST WILL AND TEST A1\1ENT OF CATHERINE rf. RUDDY ~~"" I, CATHERINE .T. RUDDY of the Township of East Pennsboro, Cumb,~rland County, '. Pennsylvania, declare this to be my Last Will and revoke any will or codicil previously made by me. , ITEM 1: I direct that upon my demise, that my body be interned at Ft. Indiantown Gap National Cemetery, Lebanon County, Pennsylvania. / ITEl\1,2; Idire'?t that aU 1?JY last debts and expenses be paid when pr~cticable af~~rmy demise. # ITEM 3: I deVise anci bequeath all of my estate wheresoever situate to my beloved husband, ,1': . JAMES L. RUDDY, provided 1i.~ survives my death by thirty (30) days. ITEM 4: ' Should my husband, JAMES L. RUDDY, predecease me or fail to survive my death . by thirty (30) days, thep. I give, devise, and bequeath the rest, residue and remainder of my estate to my ~ . daughters, BARBARA E. JESSICK and PAULA J. RUDDY, in equal shares, per stirpes. f ITEM 5: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the ~ expense of the administration of my Estate. ITEM 6: I appoint my husband, JAMES L. RUDDY, Executor, of this my Last Will. In the event my husband, JAMES L. RUDDY, fails to qualify or cease to act as Executor, I appoint my daughters, BARBARA E.. JESSICK and PAULA J. RUDDY, co-Executrixes of this my Last Will. z~ ITEM 7: I direct that my personal representative or his successor shall not be required to give . bond for the faithful performance of their duties in any jurisdiction. '~ ,~~ ..;,.:y"'~'-.... ~""'-- t ,,",,_._.,," _ ._. ,. _ d' , -______.---~--~....._o:_..............~-.-..------.....~- --............-----.--.-.~.~---..--,---------~.......,.--~~--- IN WI1NESS WHEREOF, I have hereunto set my hand and seal to this" my Last Will and - ~ Testament, this ~ lj day of ~ o..-..~ '. 2002. 0;:" ,/1 C).7, · / ~ i~~ l,__.~~ · CATHERINE T. RuDDY Signed, sealed, published ~nd declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in. the presence j,of each other, have hereun;to subscribed our names' as attesting witness,es. d, O~ R,'ue/'sii X L/j , ~. . ' residing at f['~rtSbU7fiPIl i~.~ 0 \ G c___ ~. ~ residing at eMAlv.(J r..f>l}} 1 UHf---/ 3t Z C0lvIJ\10NWEAL TH OF PENNSYLVANIA i ) ) ss: , ) COUNTY OF CUMBERLAND We, fJlh'L p./'.:!e5st"ck , l-leltr't ~ {bY/Vt;F , and CATIIERlNE T. RUDDY, the Testatrix and the witnesses respectively, whose names are signed to the ,attached or 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 that she had signed willingly, and that she executed it as her free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witness and that to the best of his or her knowledge, the Testatrix was at the time eighteen (18) years of older, of sound mind ,and under no constraint or undue influence. ~. . '~. /L -rat.. ~. cb i. .' (L tt-t~ ;L / CATHERINE T. RUDDY ~ Subscribed, sworn and acknowledged before me LI5ZJ J'1fPnld ~. by CATIIERINE T. RUDDY, the Testatrix, and subscribed and sworn to before me by g~ ~~ zY I ~ S $1 ut and 1#:#7 'F. rs,JI/ff . .' the wi1nesses, this ~ . day of /Jt:/:hec,H' , 2002. 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