HomeMy WebLinkAbout02-25-13 1505611180
OFFICIAL USE ONLY
J REV-1500 ~Xi°Z-""F"
PA Department of Revenue ~e~TM~y~rwa~~ County Code Year File Number
BureauotlndividualTaxes
PO BOX 290801 INHERITANCE TAX RETURN ~ /~ /~~Q /
/ (l/J
Harrisburg PA 17128-0801 ((
RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
205-07-0199 07272012 05291917
Decedent's Last Name Suffix Decedent's First Name MI
RUHL MARIE T
(If Applicable) Enter Surviving Spouse's Irtfonnation Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
® 1. Original Retum > (Date of Death
nder R~
0 2. SuPpkmeMal Retum ~ 3
2
Pdo Wi
4. Limited Estate 0 4a. Future Interest Compromise (date of 0 5. Federal Estate Tax Retum Required
death attar 12-12-9z)
® 8. Decedent Died Testate Q 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe DsposN Boxes
(Attach Copy of N61q (Attach Copy otTrusp
Q 9. Litigation Proceeds Received [~ 10. Spousal Poverty Credit (Date of Death 0 11. Election to Tax under Sec. 9113(A)
Between 12-31.91 and 1-1-85) (Attach Schedule O)
CORRESPOt~ENT -THIS SECTN)N MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFtUENTULL TAX INFORMATION SHOULD BE DStECTED T0:
Name Daytime Tebphona Nt~er ~
R08ERT G. FREY 71723£x838 -,~ ~ c
F U
r'r1
r ~ ~ ~ ~ Q
~
Z ~` ~
~
First Line of Address Yt
~
QC~p ~ g~
5 S HANOVER ST n c ~" t r=- rn
Second Line of Address ~ ~ ~ N ~
b
City or Post Office
CARLISLE
CorTespondsnt's e-mail address: R F RR F R E~~
Under psnakies of perjury, I declare that I have examined this ratan
it is true~comed and camolea. padarabon~
SNaNATU P@RSON RESPON918LFEOR P b RETURN
ADDRESS
1017 OLDS ONE RD ALLENTOWN PA
SIGNA OF PR P TH TiiAlfi' PRESENTATIVE
ADDRESS
5 SOUTH HANOVER STREE _CARLI
L 1505611180
State ZIP Code
PA 17013
TILEY.COM
Indudinq exomparrying echeduba end statements, and ~ the best of my nowledge and belief,
e personal representative fa based on all intomiagon of which preparer has env knowledge.
DATA
O'7-- / ~ ,2or~'
1 103/ 619~GLENDALE ST CARLISLE ~'A 17013
2 /zs/> 3
SLE PA 17013
E USE ORIGINAL FORM ONLY
Side 1
1505611180
'`~ rs'
v
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1505611280
REV-1500 EX (FI) Decedents Social Security Number
DecedenesName: MARIE T RUHL 205-07-01991
RECAPITULATION
1. Real Estate (schedule A) .......................................... 1. '.1713 0 0.0 0
2. Stocks and Bonds (Schedule B) ..................................... 2. ', 5 9 4 7 4 0.9 5
3. Closely Hekl Corporation, Partnership or Sole-Proprietorship (Schedule C) ... 3. N 0 N E
4. Mortgages and Notes Receivable (Schedule D) ......................... 4. N ~ N E
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) .... 5. ,736781.00
B. Jointly Owned Property (Schedule F) QSeparate Billing Requested ....... 6. 17 3 5.0 0
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested ....... 7. 4 8 0 9 2. 0 0
8. Total Gross Asssts (total Lines 1 through 7) .......................... 8. ~ 5 5 2 6 4 8 . 9 5
9. Funeral Expenses and Administrative Coats (Schedule H) ............... .. 9. 26671.00
10. Debts of Decedent, Mortgage Liabilfties and Liens (Schedule q ........... ..10. ' 415.0 0
11. Total Deductions (total Lines 9 and 10) ............................ .. 11. 2 7 0 8 6 . 0 0
12. Net Value of Estate (Line 8 minus Line 11) .......................... .. 12. L 5 2 5 5 6 2.9 $
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ..................... . 13. ' 2 O 0 0 0 . 0 0
14. Net Valw Subiect to Tax (Line 12 minus Line 13) ..................... . 14. ~ 5 0 5 5 6 2 . 9 5
TAX CALCULATION - SEE INSTRUCTION3 FOR APPLICABLE RATES
15. Amount of Line 14 taxable at
the spousal tax rate, or
transfers under Sec. 9116 ~
(a)(1.2) X .0 ~ 15. 0. 0 0
16. Amount of Line 14 taxable
at linealratex.o 45 1505562.95 1s. ', 67750.33
17. Amount of Line 14
taxable at sibling rate x # # q 17. 0.0 0
18. Amount of Line 14 taxable
at collateral rate X # # >t 18. ' 0 . 0 0
19. TAX DUE ........................................................19.
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L 1505611280
67750.33
1505611280
REV-1500 EX (FI) Page 3
Decedent's Complete Address:
21-12-891
File Number
205-07-01 ss
DECEDENTS NAME
MARIE T RUHL
STREET ADDRESS
601 GLENDALE STREET
CITY
CARLISLE STATE
PA ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments 65000.00
B. Dismount 3250.00
3. Interoat
Total Credits (A + B )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill In Lwx on Page 2, Lina 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) ,~ 87750.34
(2) ' 68250.00
(3)
(4) ~ 499.66
(5) 0.00
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred ..........................................................:....................... ......
b. retain the right to designate who shall use the property transferred or its inmome ..................................... ......
c. retain a reversionary interest ...................................................................................................................... ......
d. receive the promise for life of either payments, benefits or care? .............................................................. ......
2. if death occurred after Dec. 12, 1982, did decedent transfer property within one year of death
wRhout 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? ................................................................................................................. ......
BLOCKS
No
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS 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 thq use of the surviving
spouse is 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 spojrse is 0 percent
p2 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 disGosure 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 bf 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 beneficiaries is 4.5 percent, except as noted in 172 P.S. §9116(a)(1)J.
• The tax rete imposed on the net v' lue of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1l3)]. Asibling is
defined, under Section 6' ' "', ;. ,n individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (01-10)
pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF: FILE N
Marie T Ruhl 21-12-891
All reel property owned solely or as a tenant in common must be reported at fair market valor. Fair market value is defined as the pr)ce at which property
would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, troth having reasonable knowledg~ of the relevant facts.
If more space is needed, use additional sheets of paper of the same size.
REV-t 503 EX+ (7-t t )
pennsylvania
DEPARTMENT OR REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
Marie T Ruhl 21-1-891
If more space is needed, insert addkional sheets of the same size
REV-1508 Ex+(tt_tpl SCHEDULE E
Pennsylvania CASH, BANK DEPOSITS, 8~ MISC.
NHERRnNCE TOAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
NUMBER:
Marie T Ruhl 21-12-891
InGude the proceeds of Ikigation and the date the proceeds were received by the estate.
All property Jointly owned with right of survivorship moat be disclosed on Schedule F.
VALUE AT DATE
1 1995 Chrysler Concorde, aduai sale price 700
2 Orrstown Bank Account No. 1060000338 ' 107,151
3 Orrstown Bank Account No. 706001833 64,282
4 Orrstown Bank Certificate of Deposit 4000028256 30,027
5 On•stown Bank Certificate of Deposit 4000032094 35,503
8 Orrstown Bank Certificate of Deposit 4000036100 50,025
7 Orrstown Bank Certificate of Deposit 4000036102 50,025
8 M&T Account No. 434965 3,144
9 M&T Account No. 15004200023840 69,795
10 M&T Certificate of Deposit No. 3100392024813 114,306
11 M&T Certificate of Deposit No. 3100392024875 12,767
12 Chrysler Lebaron 200
13 On•stown Bank Certificate of Deposit 4000036101 50,025
14 Citizens Bank Account No. 6205363880 602
15 Citizens Bank Account No. 6244693111 69,729
16 Citizens Bank Account No. 6246639815 68,500
17 Miscellaneous personal property in home 10,000
TOTAL (Also enter on line 5, Recapitulation) S--I 736,781
If more space is needed, use additional sheets of paper of the same size.
___~
REV-1509 EX+ (01-10)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE
JOINTLY-OWNED PROPERTY
INHERRANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF:
FILE
Marie T Ruhl 21-12-891
M an asset became Jolnty owned within one year of the dscedenYs date of death, it must be sported on Schedule G.
SURVIVING JOINT TENANT(S) NAME(S) I ADDRESS I RELAfiIONSHIP TO DECEDENT
A. Stephanie M. Ruhl Granddaughter
e. Lora A. Ruhl
C.
JOINTLY OWNED PROPERTY:
ITEM
NUMBER LETTER
FOR JOINT
TENANT DnrE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY HELD REAL ESTATE.
DATE OF DEATH
vAIUE OF ASSET %OF,
DECEDEMIT
INTEREST DATE OF DEATH
VALUE OF
DECEDENTS INTEREST
Series EE Savings Bond M20901493EE
1. A. t~t5/g7 1,735.00 50.00?/0 867.50
Series EE Savings Bond M20901494EE
2 B t/15/87 1,735.00 50.00%
867.50
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
TOTAL (Also enter on Line 6, Recapitulation) I S 1 735 00
If more space is needed, use additional sheets of paper of the same size.
REV-1510 EX+(08-09) SCHEDULE G
Pennsylvania INTER-VIVOS TRANSFERS &
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF
FILE
Marie T Ruhl 21-12-891
This schedule must be completed and filed if the answer to any of questbns 1 through 4 on page three or the REV-1500 is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
MICLVDETHENAMEOFTNETRANSFEREE,TNEIRREUTIONBNIPTODECEOENTAI~
7HEO~~EOFTRnNSFER.~rr~cN~coPVOF7t~EDEEOFORREALESUrE.
DATE OF DEATH
VALUE OF ASSET
%OF DECD'S
INTEREST
EXCLUSION
°`~""`~
TAXABLE
VALUE
1. Trust U/W Kent M. Ruhl. Decedent was lifetime beneficiary 48,092 100.00% 0 48,092
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on Line 7, Recapitulation) SI 48,092
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX + (1 D-09)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCF~EDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
Marie T Ruhl 21-12-891
Decedent's debffi must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Funeral Home 9,533
2. Funeral Luncheon 600
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissbns:
Name(s) of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
2. Attorney Fees:
3. - Family Exemptiorr. (If decedent's address is not the same as Gaimant's, attach explanation.)
Claimant
Street Address
City State
Relationship or Claimant to Decedent
4. Probate Fees:
5. AeeountaM Fees:
6. Tax Return Preperer Fees:
7. Executors' travel & incidental
8. Advertising fee for The Sentinel and Cumberland Law Journal
373
890
275
TOTAL (Also enter on Line 9, Recapitulation) ~ $
If more space is needed, use additional sheets of paper of the same size.
15,000
ZIP
ZIP
REV-1512 EX+ (12-08)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES 8~ LIENS
ESTATE OF FILE NUMBER
Marie T Ruhl
Report debt incurred by the decedent prior to death that remained unpaid at ffie date of death, including unrNmburaed medkal expenses.
REV-1513 EX+ (Ot-10)
Pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Marie T Ruhl 21_12_R91
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trusbe(a) OF ESTATE
TAXABLE DISTRIBUTIONS [InGude outright spousal distributions and transfers under
Sec. 9118 (a) (1.2).]
Mary'orie R. Young
t
619 Glendale Street, Carlisle, PA 17013 Daughter 50% of residue
2 Robert Ruhl
1017 Oldstone Road, Allentown, PA 18103 Son 50% of residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 18 OF REV-1500 COVER SH EET, AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1. Grace United Methodist Church 20,000.00
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. a
20 000.00
If more space is needed, use additional sheets of paper of the same size.
Calculate the Value of Your Paper Savings Bond(s)
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SAVINGS BOND CALCULATOR It~tltlttions~
~gwai ~In ~rto Use the SaNnas Bond
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a.rip, Danominallon: Bond Slrlal Number: Iuua Daka:
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CALCULATE HOW TO SAVE YOUR INVENTORY
Calculator Results for Redemption Data 08/2012
Total PNCa Total Value Total InUrost
;1,D00.00 53,470.40 ;2,470.40
Toa®a'vsatinpcrvn __._
NI ~
Not Issued
NE Not eligible for payment
PS Includes 3 month '~.
interest penalty
MA Matured and not eemtnq
mtarest
YTD IMeros[
;134.40
Bonds: i-2 of 2
Serial C Series ~ Denom Issue Ne%t ~ Final ~ Issue Interest ~ n
Dete ~ Accrual i Maturky ~ Price ~ Interest ; Rate Value v Nate ~';
m20901494ee. EE f1,000i 01/1987: 01/2013' 01/2017` 3500.00; 51,235.20; x.00% •3,733.20 Felaade
m20903e93ee~ EE 31000' 01/1987'. OU2033 01/2017'. 3500.00- 31,235.20; 4.00%' 83.788.20: REn+GVE
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35.66 ~.~~ (0.00"/0) 2:30PM EDT - N.sdeq Rai TIm. Price
Historical Prices
Sit Date Range
iy
Stag Deb: :.~ .: ?2~- 12012,.,,,,., Eg. Jan 1.2010 ~yye~
End Dab: .?~ :~ 27 ~20~ 1~ ~~~y
~Divw.nds ony
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Prices
Date Open ~ Low Cbsa Volume AdJ Clore'
Ju127,2012 32.73 33.43 32.52 33.05 2.485,000 33.05
` Clox pace adjusted for dividends and splits.
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Currency in USD.
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COV Historical Prices I CoNdien plc. Ordinary Shares (Stock -Yahoo! Finance
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ShR Data: rhd : 27 j 12012 r Eg. Jan 1, 2010 ~~~,
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EtM Data: :.;b~ .-. .27 ~; _2012..... ; ~'MO^~~
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Date Open High Low Cbse Volume AdJ Cbse•
Jul 27, 2012 53.74 55.74 53.36 55.53 5,455,000 56.53
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Prices
Date
Ju127,2012
1 1Downlosd to Spreadsheet
Cumncy in USD.
Open FYph Low Cbse
52.84 54.17 52.54 53.86
'Close pace adjusted for dividends and spit.
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~~ ~: -!Itft :.~ ~'27 #2012,..,.,, Eg. Jan 1, 2010 a~aY
End Data: Jttl S .21 7~ 2012 '~~~y
'- ~ ~ - ~ ~}Divid.nda ony
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Date Open
Jul 27, 2012 29.42
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Cumney in USD.
High Low close
30.63 28.23 30.44
' Cloae price adjusted for divkfende antl splits.
29. `73
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9,457,900 30.44
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1995 Chrysler Concorde Sedan 4D Trade In Values -Kelley Blue Book 8/14/12 4:09 PM
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Trust Under the Will of Kent M Ruhl
Monthly Statement
Date: 07/27/2012
Mutaal Funds:*
Wellesley Income Fund 55,248.32
Vanguard Money Market 22,045.84
Equity Income Fund 30,279.84
Windsor II 57,714.33
Long-Term Treasury Fund 100,162.88
Life Strategy Income Fund 48,322.60
Total Vanguard
F&M TRU5T
Closing Balance
Loans: * Robert K Ruhl
Bruce and Stephanie Fillman
Mortgage
Other Loan
Marjorie Young
Total Loans
Total Value of Trust
•See following pages for documentation
Trust History:
11,324.10
137,500.00
20,848.47
60,000.00
Created by The Will of Kent M Ruhl (DOD 06/19/2066) initial value 600,000
Assets actually transferred into Trust in March of 2007.
Cumulative Expenses from then 2,041
Cumulative income taxes paid since then 10,135
Cumulative Distributions paid to Marie T Ruhl since then 65,096
313,773.81
156,478.89
229,672.57
699,92527
Vanguard - vanguard Page 1 of 1
tr' Vanguard
My Porffofio s> Accounts & Activity x Holdings Details
Find balance by date
Historipl balances are available online for the past 1 S months. If your fund pays a daily dividend, your accrued dividends will
be displayed,
Enter the date you'd like to view for your account and click Calculate.
View Ail accounts
t)ate 07/27/2012 .~ (mm/ddtyyyy)
Caiwlals
Note: This screen only displays mutual fund accounts. Annuity assets, 529 plans, and brokerage accounts are not inGuded,
Portfolio of UW Kent M Ruhi
UW Kent M Ruhl, Marie T. Ruhl, Robsrt K. Ruhi, ARarjorie R. Yourrg--Tat Aceourtt
Fund & Accrued
Name Symbol Account Shares Price Value Dividends Total Value
Vanguard Wellesley income
VV~11NX 0027-
277.342
2
$24.26
$55
248.32
$0.00
$55
248.32
Fund Investor Shares 09985316289 , , ,
Vanguard Prime Money VMMXX 0030- 045.07D
22 $1.00 $22
045.07 $0.77 $22
045.84
Market Fund 09985316289 , , ,
Vanguard Equity Income Fund VEIPX 0065 1
273.868 $23.77 $30
279.84 $0.00 $30
279.84
Investor Shares 09985316289 , , ,
Vanguard Windsor!! Fund VWNFX 0073 037.216
2 $28.33 $57,714.33 $0.00 $57
714.33
Investor Shares 09985316289 , ,
Vanguard Long Term
Treasury Fund Investor WSTX 0083-
09985316289 0.000 $13.89 ~ ~ ~ ` y '~`' '' '~'-' r ' "'
-
Shares ~,,
Vanguard Long-Term
Treasury FundAdmirai VUSUX 0583-
09985316289 7,196.524 $13.89 $99,959.72 $203.16 $100,162.88
Shares
Vanguard LifeStrategy Income VASIX 0723- 3
300.724 $14.64 $48,322.60 $0.00 $48,322.60
Fund 09985316289 ,
Subtotal $313,773.81
Total $313,773.81
m 1995-2012 The Vanguard Group, Ine. All rights reserved. Vanguard Marketing Corp., Distrib. Terms & condNions of use I Security Center ~
Obtaln prospectus I Careers (Mobile services I !1 Feedback I Enhanced Support
https://personal.vanguard.com/us/TPView_AccountBalaneeByDate?SelectedAccountPromT... 08/ 15112
I
zo'sortk t~ saeec
ro soot 6a10
c~,..r.s~rll,rn nzol
Last statement: June 27, 2012
This statement: July 17, 2012
Total days in atstert-ent period: 30
••'•'•'•"••AUTO••MIXED AAOC 170
05014 0.5380 MB 00.444 ]0 Y 1
ibdhPlliduPh~l4n~l~l~l~,rp,~~~ll~
KENT M RUHL TUW
MARIE T RUHL TTEE
MARJORIE R YOUNG TTEE
ROBERT K RUHL TTEE
1017 OLDSTONE RD
ALLENTOWN PA 18103-4684
Page 1 of 1
0007125356
(1)
Direct inquiries to:
717 960-1400
F&M Trust
1901 Ritner Highway
Carlisle, PA 17013
Money Management Personal
Account number
Enclosures
Low balance
Average balance
Avg collected balance
Interest paid year to date
CREDITS
DAILY BALANCES
0007125356 Beginning balance 5155,519.88
1 Total additions 959.01
5155,519.88 Total subtractions •---
5155,758.55 n ing balance 5156,478.89
S 155,758.00 __._...--~-'
S478.54
Dsts Amount Date Amount Date Amount
06-27 155,519.88 07-20 156,414.88 07-27 156,478.89
INTEREST INFORMATION
Annual percentage yield earned 0.50%
Interest-bearing days 30
Average balance for APY S 155,758.55
Interest earned 564.01
OVERDRAFT/RETURN ITEM FEES
Total for
this period Total
year-to-date
Total Overdraft Fees 50.00 SOHO
Total Returned Item Fees 50.00 50.00
Thank you fpr banking with f&M Trust
Personal Loan for Robert Ruhi
Monthly Payment
2012
Payment No. Amount Ir~en3st Principle
1 $250.00 $25.81 $224.19
2 $250.00 $25.36 $224.64
3 $250.00 $24.91 $225.09
4 $250.00 $24.46 $225.54
5 $250.00 $24.01 $225.99
6 $250.00 $23.55 $226.45
7 $250.00 $23.10 $226.90
8 $250.00 $22.65 $227.35
9 $250.00 $22.19 $227.81
10 $250.00 $21.74 $228.26
11 $250.00 $21.28 $228.72
12 $250.00 $20.82 $229.18
Totals
Merest
Principle
Ending Balance
$279.88
$2,720.12
$10,182.79
Balance
$12,902.91
$12,678.72
$12,454.07
$12,228.98
$12,003.44
$11,777.45
$11,551.00
$11,324.10
C`~$'C1,'09'1~~75
$10,868.94
$10,640.68
$10,411.96
$10,182.79
Mortgage Darry Court
Bruce and Stephanie Fiilrnan
2012
Payment Amount Interest Principle Balance
137500.00
1 275.00 275.00 0.00 137500.00
2 275.00 275.00 0.00 137500.00
3 275.00 275.00 0.00 137500.00
4 275.00 275.00 0.00 137500.00
5 275.00 275.00 0.00 137500.00
6 275.00 275.00 0.00 137500.00
7 275.00 275.00 0.00 0137500.00
8 275.00 275.00 0.00 137500.00
9 275.00 275.00 0.00 137500.00
10 275.00 275.00 0.00 137500.00
11 275.00 275.00 0.00 137500.00
12 275.00 275.00 0.00 137500.00
Totals 3300.00 3300.00 0.00 137500.00
Supplemerr~a~' Loan E~arc1- Court
Bnace ar~F hanle FiiHnan
2012
Payment Amount Interest Principle
Totats
1 250.00 44.59 205.41
2 250.00 44.18 205.82
3 250.00 43.77 206.23
4 250.00 43.36 206.64
5 250.00 42.94 207.06
6 250,00 42.53 207.47
7 250,Op 42.11 207.89
g 250,00 41.70 208.30
9 250.00 41.28 208.72
10 250.00 40.86 209.14
11 250.00 40.44 209.56
12 250.00 40.03 209.97
3000,00 507.78 2492.22
Balance
22295.00
22089.59
21883.77
21677.54
21470.89
21263.83
21056.36
0848:47
17
20431.45
20222.31
20012.76
19802.78
19802.78
Personal Loan for Marjorie Young
Monthly Payment
2012
Payment No. Amount Interest Principle
1 $120.00 $120.00 $0.00
2 $120.00 $120.00 $0.00
3 $120.00 $120.00 $0.00
4 $120.00 $120.00 $0.00
5. $120.00 $120.00 $0.00
6 $120.00 $120.00 $0.00
7 $120.00 $120.00 $0.00
8 $120.00 $120.00 $0.00
9 $120.00 $120.00 $0.00
Totals
Interest $1,080.00
Principle $0.00
Ending Balance $60,000.00
Balance
$60,000.00
$60,000.00
$60,000.00
$60 000.00 "
$60,000.00
$80,000.00
$80,000.00
$60,000.00
$60,000.00
$60,000.00
499 Mitchell Road, Millsboro, DE 19966 Adjustment Services
Phone888-502-4349
F az (302) 934-2955
August 23, 2012
Frey & Tiley
Attorneys at Law
5 South Hanover Street
Carlisle, PA 17013
Re: Estate of Marie T. Ruhl
Social Security: 205-07-0199
Date of Death: July 27, 2012
Deaz Sir or Madam:
Per your inquiry on August 20, 2012, please be advised that at the time of death, the above-named decedent had
on deposit with this bank the following:
1. Type of Account Checking Account
Account Number 434965
Ownership (Names o, fl Marjorie R. Young(POA)
Marie T. Rohl
Robert K Rshl(POA)
Opening Date 09/01/1967
Balance on Date of Death $3,144.25
Accrued Interest $ .01
Total - -- --. _.
$3,144.26
2. Type of Account Savings Account
Account Number 15004200023840
Ownership (Names o,~ Marjorie R. Young(POA)
Marie T. Ruhl
Robert K. Ruhl(POA)
Opening Date 0822/1989
Balance on Date of Death $69,792.68
Accrued Interest $ 2.48
Total $69 795.16
3. Type of Account Certificate of Deposit
Account Number 31003920248183
Ownership (Names o, fl Marjorie R. Young(POA)
Marie T. Ruhl
Robert K. Ruhl(POA)
Opening Date 0729/1008
Balance an Date of Death $113, 631.72
Accrued Interest $ 674.44
Total $114,306.16
4. Type of Account Certificate of Deposit
Account Number 31003920248175
Ownership (Names oj) Marjorie R. Young(POA)
Marie T. Ruhl
Robert K. Ruhl(POA)
Opening Date 0729/2008
Balance on Date of Death $12,723.47
Accrued Interest $ 44•~
Total $12,767.47
For any additlonal information on the above aceounts, induding ownersttip and any changes, dosures and/or reimbursement of funds,
please tell fhe High Street Carlisle at 717-?A(I.4536.
We were unable to locate any safe deposit box for the above-mentioned decedent.
This letter does not indude any aooounts in which the deceased may have. hem listed ffi Power of Attorney, Custodim of ilniform Transfers,
Represmfative Payee, or Trustee ands a Written Agreanmt.
Sincerely,
Valarie Mercer
Adjustment Services
ORRSTOWN
. Balvx
A Tradition. of Excellence
August 27, 2012
Frey & They Attorneys At Law
Robert G. Frey
5 South Hanover Street
Carlisle, PA 17013
Fax: 243-6441
Re: Estate of Marie T. Ruhl
Social Security Number 205-07-0199
Date of Death 7/27/2012
TT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
CHECKINGACCOUNT
Account No.-
Account Type-
Date Opened-
Joint Account (nameddate)-
Balance-
Accrued Interest-
SATrI1VGSA000UNT
Account No.-
Account Type-
Date Opened-
Joint Account (name/date)-
Balance-
Accrued Interest-
CERTIFICATE OFDEPOSIT
Account No.-
Account Type-
Date Opeaed-
Joint Account (name/date}
Balance-
Accrued Interest-
106000338
Relation Interest Checking
5/5/1998
No
$107,148.89
$2.50
706001833
Prime Statemeat Savings
5/23/2005
No
$64,270.66
$11.45
4000028256
30-35 Month Income CD
9/2/2008
No
$30,000.00
$26.72
2695 Philadelphia Avenue • Chambersburg, PA 17201
Account No.- 4000032094
Account Type- 24-29 Month Income CD
Date Opened- 3/24/2009
Joint Account (nameldate)- No
Balanco- $35,500.00
Accrued Interest- $3.21
Account No.- 4000036100
Account Type- 2429 Month Income CD
Date Opened- 12/28/2009
Joint Account (nameJdate)- No
Balance- $50,000.00
Accrued Interest- $24.59
Account No.- 4000036101
Account Type- 24-29 Month Income CD
Date Opened- 12/28/2009
Joint Account (name/date)- No
Balance- $50,000.00
Accrued Interest- $24.59
Account No: 4000036102
Account Type- 24-29 Month Income CD
Date Opened- 12/28/2009
Joint Account (name/date)- No
Balance- $50,000.00
Accrued Interest- $24.59
Best Regards,
nn
K•
X11 R. Worthington
Deposit Processing Clerk
Trust Under the Will of Kent M Ruh]
Monthly Statement
.ate: 08/02/2012
Mutual Funds:
Equity Income Fund
Windsor II
Life Strategy Income Fund
Wellesley Income Fund
Long-Term Treasury Fund
Vanguard Money Market
Opening Balance:
Checks
Deposits
29,884.94
56,817.95
48,256.58
55,202.77
101,056.40
22,045.07
None
7/31 DIV
Closing Balance 22,045.96
Total Vanguard
.89
313,264.60
Opening Balance: 155,519.88
Checks None
Deposits 7/20 Loan Paymeirts RICR, MRY, Fillmans 895.00
7/27 (Il~T) 64.01
Closing Balance 156,478.89
Loans: Robert K Ruh] 11,324.]0
Bruce and Stephanie Fillman
Mortgage 137,500.04
Other Loan 20,848.47
Marjorie Young 60,000.00
Total Loans 229,67257
Tots] Value of Trust 699,416.06*
*Includes approximately $9,900 in capital gains tax which will be owed as assets are liquidated for closing of
trust and $300 in undistributed income.
Trust UNV Kent Ruhl
L'rfe Estate Valuation
Value of Account at death
Age of Decederk at Death
Life Estate factor from Table 2000CM:.06871
life Estate Value
699,925
95
48,092
11 5.26-2009 Tables for Valuation of Annuities After April 30, 2009 36~ 7
LIFE TABLE
TABLE 2000CM
APPLiCABIEAFTERAPRII.30, 2008
~ ~ ~
x 4 z 1, x 4
0 100000 37 96921 74 66882
1 99305 38 96767 75 64561
2 99255 39 96600 76 62091
3 99222 40 96419 77 59476
4 99197 41 96223 78 56721
5 99176 42 96010 79 53833
6 99158 43 95782 80 50819
7 99140 44 95535 81 47694
8 99124 45 95268 82 44475
9 99110 46 94981 83 41181
10 99097 47 94670 84 37837
11 99085 48 94335 85 34471
12 99073 49 93975 86 31114
13 99057 50 93591 87 27799
14 99033- 51 93180 88 24564
15 98998 52 92741 89 21443
16 98950 53 92270 90 18472
17 98891 54 91762 91 15685 '.
18 98822 55 91211 92 13111
19 98745 56 90607 93 10773 '«
20 98664 57 89947 94 8690
21 98577 58 89225 95 ..
22 98485 59 88441 6 '~15 ~ -
23 98390 60 87595 97 4016
24 98295 61 86681 98 2959
25 98202 62 85691 99 2122
26 98111 63 84620 100 1477 °
27 98022 64 83465 101 997
28 97934 65 82224 102 650
29 97844 66 80916 103 410'
30 97750 67 79530 104 248
31 97652 68 78054 105 144
32 97549 69 16478 106 81 r
33 97441 70 74794 107 43
34 97324 71 73001 108 22
35 97199 72 71092 109 11 s
36 97065 73 69056 110 ' 0
G
Federal Tax Guide ~' 9$Q
September 19, 2012
Frey & Tiley
Attorneys At Law
5 South Hanover Street
Carlisle, PA 17013
Estate of Marie T. Ruhl
Date of Death: Ju127, 2012
SSN: 205-07-0199
Dear Sir/Madam:
One Citizens Drive
ROPI 12
Riverside, RI 02915
In accordance with your request, the enclosed information sheets have been provided in the above
decedent's name as of his/her date of death.
Should you have any questions, please call our customer service department at 1-877-579-2667, option 2.
Sincerely,
Heather Medeiros
Decedent Account Processing
REF#: 558113
Citizens Bank
Account Number 6205363880
Account Title Marie T. Ruhl
Date O ed 9/17/2004
Account T e Checkin
Princi at Balance as of DOD $602.42
Interest from Last Postin to DOD $ .O1
Account Balance as of DOD $602.43
YTD Interest to DOD $ .17
~~ Citizens E~a~.
Account Number 6244693 1 1 1
Account Title Marie T. Ruhl
Date ned 9/17/2004
Account T Time De osits
Princi al Balance as of DOD $69,616.99
Interest from Last Postin to DOD $112.30
Account Balance as of DOD $69,729.29
YTD Interest to DOD $1,477.16
~~ +~~tzr~s ~~~~
Account Number 6246639815
Account Title Marie T. Ruhl
Date ned 5/9/2005
Account T e Time De sits
Princi al Balance as of DOD $68,362.04
Interest from Last Postin to DOD $138.22
Account Balance as of DOD $68,500.26
YTD Interest to DOD $1,166.51