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HomeMy WebLinkAbout04-1191· PETITION FOR PROBATE and GRANT OF LETTERS also known as ~ To: ~T~tl~ ~P. fttrt2' e~ ~ R~st~ of W~.~r~..~ S~I Se~rity No. [~ ~ ~~eased.~ CounW of in the Co~onwc~th of P~nsylvania The ~ition of thc ~d~sign~ r~fully represents that: Yom ~ition~(s), who ~/are ! 8 years of age or older ~ ~e ~e~ n~ed in the ~t will of the a~ve d~t, ~t~ ~~ [~: ~ ,19 . ~d co&cji(s) ~ (state relevant circnmstancez, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in 0.~ff~_~_~.~40~) tO County, Pennsylvania, with b ~IP.. last family or princi esidence at xJ~O~'. '~1 _ (list street, number a~d muncipality) atDec dent t~sof age, died /~OI/'~M, I~.., ,~)~ , Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ -'"" (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ --' O situated as follows: WHEREFORE, petitioner(s)resp~tfully ~,~)~;~ Pk~e~)/f the last will and codicil(s) presented herewith and thc grant of letters . , (testamentary; administration c.t.a.: adm~j~.tio, d.b.~.a.) theron. ~ C~ ~ ~-~ *~:'~ ~ (~.~,ccO. - Id.?CL; .P~ _ t"/o cl - ~o ~ . OATH OF'PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } COUNTY OF C~ B ~ ~) _ ss 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 thc above decedent petitioner(s) will ~d~ly ~~the07atc acc°rding t° law. Sworn to or affirmed a~d subscribed ~ .~)~1~ _.~4~~ ~o before me this ~--~ davy. of f ~--~ ~" ~ ~,/)~ ~-~-~' ~' No. '21-0 i lql Estate 6f -~TE'LL/sr Dq. CI~]UL,BE ,ql/-fi~ , Deceased .,~TELLf~ m/qd~..IP- C/'~.LC,.5 E DECREE OF ?ROBATE AND GRANT OF LETTERS AND NOW D~ ¢~/~2~ 2..~[ ~ , in consideration of the petition on the reverse side hereof, satisfactow proof having been presented before me, IT iS DECREED that the instrument(s) dated OCTO ~ ~ i ~ ~ I ~ q ~ described therein be admitted to probate ~d filed of record as the last will of ~e hereby ~anted to. ~[~D ~La FEES Probate, Letters, Etc .......... $ ~10. O0 ' - Short Certificates( ) ... '. ......$ [ g° 00 ATTORNEY (Sup. Ct. I.D. No.) ,~.~a~ x.--.Pfi..5... .... $ Ii ,()0 $~ ADDRESS TOTAL . ${A_O .00 Filed'. ................... : .............. PHONE I05.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office 2~}'~ [}4-'' |f°r p~m. anent~oh~ iq lfiling' WARNING: It is illegal to duplicate this copy by photostat or photog ap . Fee for this certificate, $2.00 Local Registrar P 10688232 i40V g22004 No. '~ Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS ~ ~ ~ ~ i-FI · . cj~O CERTIFICATE OF DEATH STATE ;*LE NUMBER ................................. 1A[A .... :-_T~I~IAL SECUm~ UU~SER ~U~[~VCEL~$EE~TI~H I' ' iLgEN~ENU.~R I . ' I~~¢F~'~ P~rthemore FH & CS, Inc. ~ X)~% ~ ~- - · la,.F$ OlZ~lq ~ I~cP o Box 431, New Cumberland~ PA 17070-0431 124.~ v I ~1~ ~12.. F ~ I ' PAM.. I , ~. I~- _ ~- I~- I~- · I~- I~- I~- I~- R~rn,~n~n OFFICE OF Last Will and Testame~mgqOtC 29 ANII: 27 CLERK OF of 0RP~LAN'S C©URT STELLA MARIE CRUSE I, STELLA MARIE CRUSE, resident of Wilkins Township, Allegheny County, Pennsylvania, being of sound mind and memory, do make, publish and declare this to be my Last Will and Testament hereby revoking all of my former Will and Codicils, if any. I. Identity of Family I am presemly widowed and have two grandchildren, SHELBY SCHROTT KATZ and ADAM TREVOR SCHROTT and one great-grandchild, ZACHERY DAVIN KATZ. I have no living children. II. Disposition of Estate A list of distribution of my personal possessions has been prepared and is attached to my copy of this Will which will direct my Executor as to distribution of these possessions. After the payment of all my just debts, funeral expenses and applicable taxes as set forth herein, and distributions of my personal possessions according to the list noted above, I direct that the remainder of my personal possessions be sold and the proceeds distributed as part of my residuary estate. I bequeath the remainder of my estate, both real and personal property (other than that on the separate list) and wheresoever located, to my grandchildren, SHELBY SCHROTT KATZ and ADAM TREVOR SCHROTT, and to my nieces, ROSEMARY McGINLEY, ANNAKAY A~TZ, SUZIE BIRCH, and JANE WILLIAMS, and my nephew, RICHARD RUBLE, in equal shares, providing they survive me for 60 days. In the event one of my beneficiaries does not survive me for 60 days, I direct that his/her share of the assets of my estate be given to his/her issue, per stirpes, to be administered according to the provisions as set forth herein. In the event my predeceased beneficiary has no surviving issue, the predeceased beneficiaries' portion of my estate shall be given, in equal shares, to my surviving beneficiaries, or their issue, per stirpes. In the event that none of my beneficiaries, nor any of their issue survive me by sixty (60) days, I bequeath and devise the said property equally between any relatives (whether by blood or marriage) surviving me. III. Trust If any beneficiary of my estate is a minor under the laws of the Commonwealth of Pennsylvania at the time of my death, I direct that minor beneficiary's portion of my estate be held in trust until the date of that beneficiary's twenty-fifth birthday. I further direct that my Executor, as determined at the time of my death, shall be appointed as Trustee of the Trusts of any beneficiaries of my estate and may appoint a Successor Trustee should he be unable or unwilling to continue as Trustee. The Trustee shall have power to use the interest and to invade the principal of the Trust to provide for the support, health, welfare and/or education of the beneficiary, at the Trustee's discretion. IV. Executor I appoint my nephew, RICHARD RUBLE (6308 Stephen's Crossing, Mechanicsburg, Pennsylvania, 17055) as my Executor. In the event he is unable or unwilling to act or continue as Executor, I then grant him the power to appoint his successor. No bond or other security shall be required for any f~duciary hereunder in any jurisdiction, and no f~duciary hereunder shall have any liability for any mistake or error of judgment made in good faith. For the information of my Executor, I make note that Luther Shay, whose address is attached, holds my Power-of-Attorney for financial matters. V. Powers I give my Executor, in extension of and not in limitation of the powers now or hereafter given him by law, the following powers to be used in his discretion and until actual distribution, without order or license of court, without the consent of any beneficiary, and without need to make adjustments among the beneficiaries or between principal and income: a.) To invest in, accept and retain any real or personal property, including stock of a corporate fiduciary or its holding company, without restriction to legal investment; b.) To improve or develop real estate; to construct, alter or make repairs to buildings or structures on real estate; to settle boundary lines and easements and other rights with respect to real estate; to partition and to join co-owners and others in dealing with real estate in the same manner as an outright owner might; c.) To sell, exchange, partition or lease for any period of time any real or personal property including ownership of or interest in a business and to give options therefor for cash or credit, with or 3 without security; d.) To borrow money from any person including any fiduciary acting hereunder, and to mortgage or pledge any real or personal property; e.) To hold shares of stock or other securities in nominee registration form, including that of a clearing corporation or depository or in book entry form or unregistered, or in such other form as will pass by delivery; f.) To engage in litigation and compromise, arbitrate or abandon claims; g.) To make distributions in cash or in kind at current values, or partly in each, allocating specific assets to particular distributees on a non-pro rata basis, and for such purposes to make reasonable determinations of current values; h.) To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; i.) To retain uninvested cash, in such amounts and for such period of time as the fiduciary shall deem advisable for the proper administration of the property; j.) To participate in the conduct of any business of which I am owner or in which I hold an interest or to rely upon others to do so and to take, or delegate to others, discretionary power to take any action with respect to its management and affairs which an individual could take as owner of the business; k.) To maintain responsible reserves for depreciation, depletion, amortization and obsolescence; and 1.) To collect proceeds of insurance on my life and to use the proceeds to purchase assets from the estate or to make loans to the estate; to retain or purchase policies of life insurance, to pay premiums thereon and to exercise all rights of ownership. 4 VI. Debts, Expenses and Taxes I direct my Executor to pay out of my estate, or as soon as he deems proper, all my just debts (other than debts barred by the statute of limitations or any other rule of law or equity) administrative expenses, funeral expenses, including grave marker and last illness expenses, as part of the expenses of the administration of my estate. This provision for payment of my debts and expenses does not apply to debts incurred in the operation of any business that I may own or have an interest in, and I direct that all such debts shall be paid out of the assets of that business at such times as said debts become due. I direct that all estate, inheritance and other taxes in the nature thereof, together with any interest and penalties thereon, becoming payable because of my death with respect to the property constituting my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid from the residue of my estate, and no person receiving or having a beneficiary interest in any such property, whether under this Will or otherwise, shall at any time be required to contribute to or refund any part thereof; provided, however, that this direction shall not apply to taxes on any property included in my estate solely because of a power of appointment thereover which I possess, but have not exercised or on any qualified terminable interest or to any generation-skipping transfer taxes. VIII. General A. Any term used in the singular or plural, or in the masculine, feminine or neuter form, shall be singular or plural, or masculine, feminine or neuter, as a proper reading of this Will may require. B. The headings above the provisions of this Will are for reference purposes only. C. If any provision of this Will is held to be inoperative, invalid or illegal, it is my intention that all of the remaining provisions shall continue to be fully operative and effective so far as is possible and reasonable to carry out my intentions. IN WITNESS WHEREOF, I have hereunto set my signature and seal this //~/~ay of ~ ,1999. Stella Marie Cruse The foregoing instrumem, consisting of this and ~_3'~ preceding typewritten pages, was signed, sealed, published and declared by, the Testatrix named above, as and for her Will in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses hereto. 6 ACKNOWLEDGMENT OF TESTATRIX COMMONWEALTH OF PENNSYLVANIA COUNTY OF ALLEGHENY I, STELLA MARIE CRUSE, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. Stella Marie Cruse ~ Sworn or affirmed to and acknowledge before me by Stella Marie Cruse, Testatrix, this ~day of ~ Notarial Seal ! Paula J. Mallinger, Notary Public West Mifflin Boro, Allegheny County AFFIDAVIT OF WITNESS ~My Commission Expires May 17, 2001 COMMONWEALTH OF PENNSYLVANIA L'--Member, Pennsylvania Association of Notaries COUNTY OF ALLEGHENY whose names are signed to the attached or foregoing instrument, behig c~Ui¢~ua~lf~d ~cc~o;dang to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument and her Last Will; that she signed it willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as Witnesses; and that to the best of our knowledge the Testatrix was, at that time, 18 or more years of age, of sound mind and under no constraint or undue influence. Subscribed and sworn to,before me..by o~t//qhJd/f~Jq{.~/O~ and 6. gcr>s3e5 onthis tq'CC day of _ LW'C) ,1'999. lqotary Public ~' Notarial Seal Paula J. Mallinger Notary Public West Mifflin Boro, Allegheny County My Commission Expires May 17, 200'1 Member, Pennsylvania Association of NotarieS' REGISTER OF WILLS CUMB~LANn COUNTY PA CERTIFICATION OF NOTICE UNDER RULE 5.61al Name of Decedent: STELLA M CRUSE Date of Death: 11/18/2004 Will No. Admin. No. 20-04-01191 To the Register: I certify that notice of (beneficial interest) estate administration 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 2/14/2005 Name Address RICHARD S RUBLE 235 E LAUER LANE CAMP HILL PA 17011 SUZANNE BIRCH 109 POWDERHORN DRIVE PHOENIXVILLE PA 19460 JANE WILLIAMS 545 SCOTT ROAD GLADWYNE PA 19035 ROSEMARY MCGINLEY 145 BROOKMEAD ROAD WAYNE PA 19087 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: \* Date: df€-Ilt)~ \ YJpfcidSlCt--- Signature Name: RICHARD S RUBLE Address: 235 E LAUER LANE CAMP HILL PA 17011 Telephone(717) 6121724 ;"".,', Capacity: x -, Personal Representativ~ Cou nsel for Personal Representative _,J c....) v-- Continuation of Certification of Notice Under Rule 5.6(a) STELLA M CRUSE 11/18/2004 Page 1 Names and addresses Address 5015 WILD GINGER COVE NORCROSS 9295 SCARLETTE OAK AVE FORT MYERS GA 30092 Name SHELBY KATZ ADAM SCHROTT FL 33912 0-- REV-1500 EX + '(6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W o w c w ... "SOl u"''' w"u ",00 ufif .. '" DECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL) STELLA M CRUSE DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) NAPI) OFFICIAl US.E ONLY FILE NUMBER 2 0 -0 4 0 1 1 9 1 ""OOUNTY"'COOE -VEAR- - - iMiBER-- SOCIAL SECURITY NUMBER 1 83- 3 6 - 2 723 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date ofdealh prior kl 12-13-82) o 5. Federal Estate Tax Retum Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to lax under Sec. 9113(A) I_h Soh 01 THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATIDN SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS STEVEN W FAHNESTOCK CPA 1513 CEDAR CLIFF DRIVE FIRM NAME (If Applicable) z o i= 5 :J l- ii: c( o W II:: z o i= c( I- :J II.. ~ o o >< c( I- 11/18/2004 01/11/1908 (IF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL) !Xl 1. Original Retum o 4. Limited Estate o 6. Decedent Died Testate (AItcd1copyofWiU) o 9. Litigation Proceeds Reoeived o 2. Supplemental Retum o 4a. Future Interest Compromise (dale of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Altach copyofTrust) o 10. Spousal Poverty Credit (dalsofdealh between 12-31-91lW'1dl-1-95) 22,435.081" OFFICIAL USE ONLY -- i ... Z W C Z o .. Ol W '" '" o u CAMP HILL PA 17011 TELEPHONE NUMBER 717-737-5466 21,084.89 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Close~ Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Reoeivable (Schedule D) 5. Cash, Bank Deposils & 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. Funerei Expenses & Administrative CosIs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (1) (2) (3) (4) (5) "'" 0.00 X _(15) 0.00 11,487.74 X .045 (16) 516.95 0.00 X .12 (17) 0.00 22,975.46 X .15 (18) 3,446.32 (19) 3,963.27 (6) (7) (9) (10) (,') L. I (6) 43,519.97 12. Net Value of Estate (Line 8 minus Line 11) 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14laxable at the spousal tax rate, or transfers under Sec. 9116 (0)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TOAN$WERALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 7,500.35 1,556.42 (11) (12) (13) 9,056.77 34,463.20 (14) 34,463.20 o d t' C I t Add ece en s omDle e ress: STREET ADDRESS 4905 TRINDlE ROAD eHY I STATE I ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Une 1 g) 2. Credits/Payments A. Spousal Poverty Credit 8. Pnor Payments C. Discount (1) 3,963.27 198.16 3. InteresUPenalty if applicable D.lnterest E. Penalty Total Credits (A + 8 +C) (2) 198.16 T otallnteresUPenal1y ( D + E ) (3) 4. If Line 2 is grealerthan Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) 8. Enter the total of Une 5 + SA. This is the BALANCE DUE. (58) 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; ........................................................................... D IZI b. retain the nght to designate who shall use the property transferred or ils income; ........................................ D IZI c. retain a reversionary interest; or ...................................................................................................... D IZI d. receive the promise for Iffe of either payments, benefits or care? ............................................................. D IZI 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. D IZI 3. Did decedent own an "in trust fo~ or payable upon death bank account or secunty at his or her death? ................. D IZI 4. Did decedent own an Individual Retirement Acoount, annuity, or other non-probate property which contains a beneficiary designation? ............................ ........................................................................... D IZI 0.00 0.00 3,765.11 3,765.11 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 pencities of peijury, I declare that I have examined this return, includinQ 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 aI representative is based OIl all Information of which preparer has any knowledge. SIGN F ERSON 0 IL G RETURN DATE 2/14/2005 ADDRESS 235 E LAUER LANE CAMP Hill SIGNATURE OF PREP E TH N PRESENTATIVE PA 17011 DATE 2/14/2005 ADDRESS PA 17011 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)l. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers 10 or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)). The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary. For dales 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 lineal beneficianes is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling Is defined, under Seelion 9102, as an individual who has at leasl one parent in common with the decedent, whether by blood or adoption. <\"-,\V' ~~\..., . ~ . Last Will and Testament ~(QJrP1f of STELLA MARIE CRUSE I, STELLA MARIE CRUSE, resident of Wilkins Township, Allegheny County, Pennsylvania, being of sound mind and memory, do make, publish and declare this to be my Last Will and Testament hereby revoking all of my former Will and Codicils, if any. I. Identity of Family I am presently widowed and have two grandchildren, SHELBY SCHROTT KATZ and ADAM TREVOR SCRROTT and one great-grandchild, ZACHERY DAVIN KATZ. I have no living children. II. Disposition of Estate A list of distribution of my personal possessions has been prepared and is attached to my copy of this Will which will direct my Executor as to distribution of these possessions. After the payment of all my just debts, funeral expenses and applicable taxes as set forth herein, and distributions of my personal possessions according to the list noted above, I direct that the remainder of my personal possessions be sold and the proceeds distributed as part of my residuary estate. I bequeath the remainder of my estate, both real and personal property (other than that on the separate list) and wheresoever located, to my grandchildren, SHELBY SCHROTT KATZ and ADAM TREVOR SeRROTT, and to my nieces, ROSEMARY q; LV) 0 R McGINLEY, ANNAKAY ANTZ, SUZIE BIRCH, and JANE WILLIAMS, and my nephew, RICHARD RUBLE, in equal shares, providing they survive me for 60 days, In the event one of my beneflciaries does not survive me for 60 days, I direct that his/her share of the assets of my estate be given to his/her issue, per stirpes, to be administered according to the provisions as set forth herein, In the event my predeceased beneficiary has no surviving issue, the predeceased beneficiaries' portion of my estate shall be given, in equal shares, to my surviving beneficiaries, or their issue, per stirpes, In the event that none of my beneficiaries, nor any of their issue survive me by sixty (60) days, I bequeath and devise the said property equally between any relatives (whether by blood or marriage) surviving me, III. Trust If any beneficiary of my estate is a minor under the laws of the Commonwealth of Pennsylvania at the time of my death, I direct that minor beneficiary's portion of my estate be held in trust until the date of that beneficiary's twenty-fifth birthday, I further direct that my Executor, as determined at the time of my death, shall be appointed as Trustee of the Trusts of any beneficiaries of my estate and may appoint a Successor Trustee should he be unable or unwilling to continue as Trustee, The Trustee shall have power to use the interest and to invade the principal ofthe Trust to provide for the support, health, welfare and/or education of the beneficiary, at the Trustee's discretion, ~ el t.J 2 IV. Executor I appoint my nephew, RICHARD RUBLE (6308 Stephen's Crossing, Mechanicsburg, Pennsylvania, 17055) as my Executor. In the event he is unable or unwilling to act or continue as Executor, I then grant him the power to appoint his successor. No bond or other security shall be required for any fiduciary hereunder in any jurisdiction, and no fiduciary hereunder shall have any liability for any mistake or error of judgment made in good faith. For the information of my Executor, I make note that Luther Shay, whose address is attached, holds my Power-of-Attorney for financial matters. V. Powers I give my Executor, in extension of and not in limitation of the powers now or hereafter given him by law, the following powers to be used in his discretion and until actual distribution, without order or license of court, without the consent of any beneficiary, and without need to make adjustments among the beneficiaries or between principal and income: a.) To invest in, accept and retain any real or personal property, including stock of a corporate fiduciary or its holding company, without restriction to legal investment; b.) To improve or develop real estate; to construct, alter or make repairs to buildings or structures on real estate; to settle boundary lines and easements and other rights with respect to real estate; to partition and to join co-owners and others in dealing with real estate in the same manner as an outright owner might; c.) To sell, exchange, partition or lease for any period of time any real or personal property including ownership of or interest in a business and to give options therefor for cash or credit, with or 3 ,-[~") V ") without security; d.) To borrow money from any person including any fiduciary acting hereunder, and to mortgage or pledge any real or personal property ; e.) To hold shares of stock or other secuntIes in nominee registration form, including that of a clearing corporation or depository or in book entry form or umegistered, or in such other form as will pass by delivery; f.) To engage in litigation and compromise, arbitrate or abandon claims; g.) To make distributions in cash or in kind at current values, or partly in each, allocating specific assets to particular distributees on a non-pro rata basis, and for such purposes to make reasonable determinations of current values; h.) To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; i.) To retain uninvested cash, in such amounts and for such period of time as the fiduciary shall deem advisable for the proper administration of the property; j.) To participate in the conduct of any business of which I am owner or in which I hold an interest or to rely upon others to do so and to take, or delegate to others, discretionary power to take any action with respect to its management and affairs which an , individual could take as owner of the business; k.) To maintain responsible reserves for depreciation, depletion, amortization and obsolescence; and 1.) To collect proceeds of insurance on my life and to use the proceeds to purchase assets from the estate or to make loans to the estate; to retain or purchase policies of life insurance, to pay premiums thereon and to exercise all rights of ownership. 4 s~t-- VI. Debts, Expenses and Taxes I direct my Executor to payout of my estate, or as soon as he deems proper, all my just debts (other than debts barred by the statute of limitations or any other rule of law or equity) administrative expenses, funeral expenses, including grave marker and last illness expenses, as part of the expenses of the administration of my estate. This provision for payment of my debts and expenses does not apply to debts incurred in the operation of any business that I may own or have an interest in, and I direct that all such debts shall be paid out of the assets of that business at such times as said debts become due. I direct that all estate, inheritance and other taxes in the nature thereof, together with any interest and penalties thereon, becoming payable because of my death with respect to the property constituting my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid from the residue of my estate, and no person receiving or having a beneficiary interest in any such property, whether under this Will or otherwise, shall at any time be required to contribute to or refund any part thereof; provided, however, that this direction shall not apply to taxes on any property included in my estate solely because of a power of appointment thereover which I possess, but have not exercised or on any qualified terminable interest or to any generation-skipping transfer taxes. VIII. General A. Any term used in the singular or plural, or in the masculine, feminine or neuter form, shall be singular or plural, or masculine, feminine or neuter, as a proper reading of this Will may s~lU 5 require. B. The headings above the provisions of this Will are for reference purposes only. C. If any provision of this Will is held to be inoperative, invalid or illegal, it is my intention that all of the remaining provisions shall continue to be fully operative and effective so far as is possible and reasonable to carry out my intentions. IN WITNESS WHEREOF, I have hereunto set my signature and seal this //~y of IfZZ-ku , 1999. :;; 't10,L lYt / Crt LLLL- Stella Marie Cruse The foregoing instrument, consisting of this and "') preceding typewritten pages, was signed, sealed, published and declared by, the Testatrix named above, as and for her Will in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses hereto. -m ~ ~V~ 111 a-&'V'-'.- p,<,)/ "-'1 ~ DA- j71,l- p,,- (;-]..l ,- J t. d-J~ {t: M(:~ // /;;:"D .-Chi'! ~1f(,.P{2 /~ /Z. 'J/.~ co =-' ,?....:'~~ 6 ACKNOWLEDGMENT OF TEST A TRIX COMMONWEALTH OF PENNSYLVANIA COUNTY OF ALLEGHENY I, STELLA MARIE CRUSE, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. S;---tJ~,1r1 nM~. O/1JMP Stella Marie Cruse \ () Sworn or affirmed to and acknowledge before me by Stella Marie Cruse, Testatrix, this~day of M/J...LJu , 1999. 'i?~~~~ Notary PubI' U '. Notarial Seal Paula J. Mallinger, Notary Public West Mifflin Boro, A.1Jegheny County My Commission ExpIres May 17, 2001 Member. Pennsylvania ASSOCiatIOn of Notrmes AFFIDAVIT OF WITNESS COMMONWEALTH OF PENNSYLVANIA COUNTY OF ALLEGHENY We, /I? 4 p"/4.u,v /1/1 1-0 ('ti= and J;; ~/j.f g;;.f}/Jfj-;-i,' ('~ the Witnesses, whose names are si~n~d to the attached or foregoing instrument, being duly ..qu-atr~d la'cc5rding to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument and her Last Will; that she signed it willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as Witnesses; and that to the best of our knowledge the Testatrix was, at that time, 18 or more years of age, of sound mind and under no constraint or undue influence. Subscribed and 3:tttJ ~. rflALD0('; lM ~ f2vvvv )11~ l 9 . ~/&' /12 a:~ / sworn . ~--' Ii before me by fI1{J.'R ~ AiJ J fi1I rJ l() iJ 0 on this ~ day ofcr:trsUOU ,1 99. and 't2{~~/ Notary Public Notarial Seal Pauta.J..MaJlinger, Notary Public West MI~)ln.Boro. Allegheny Coun My CommlssJon Expires May 17. 20~1 Member Pennsylvania ASSoclaflon of Notaries REV-150~."X+(6-* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF STELLA M CRUSE FILE NUMBER 20 04 AH properly jointIy-owned with right oIsurvlvonhip must be disclosed on Schedulo F. 01191 ITEM NUMBER 1. DESCRIPTION 1787.656 SH AMERICAN HIGH INCOME TRUST VALUE AT DATE OF DEATH 22,435.08 TOTAL (Also enteron line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 22435.08 JAN-l0-20D5 IS'17 ~~lWI ,W!'J~J/~J~ U!. JJ r~ PNC INVESTMENTS '(1'( '/jU ~241 ~.UU~ 1jUL ESTATE OF STELlA M. CRUSE (DaD VALUATIONNOVEMllER18,2004) ~ information provided in this report is believed to be reliable, but its accuracy cannot be guaranteed. A mean price is calculated as an average of the high and low on the valuation date when available. If these prices are not available, such as on weekends or holidays, the mean price is the inversely weighted average of the high and low on the nearest tr.Illing dates before and after, when these prices are available within one week of the valuation date. If actual trades are not available, the nearest bid and ask prices are substituted. Note that securities traded on the Toronto E=h~"g<: are in r~T1"..1i"T1 dollars. If an equity is ex-dividend for a cash distribution on or before the ~uation date but is of record after the valuation date, the dividend is included. in the valuation report and is added to the security's value. TIlls is reported as an adjusted value on the report. If the date of death is on or after the record date and the dividend is payable after that date, the accrued dividend is listed separately on the report and added to the portfolio's total value. Prices for which daily updates are not available are priced according to a CoIporate Pricing Cycle. These pricing dates occur on the last business day of the week, and the last business day of the month, unless the end of me week update falls within three business days or less, of the end-of-month update. Prepared: 10 January 2004 JAN-IU-~UU~ l~:l'( Ji'1JiI i')1 L.'JU~'I,"',J.( JL.JJ I;'. l-'NC lNVJ::;;jTMJ::;NT::i '(1"( "(:3U i:t41 t'.UUJ B~tatc VtlU6tion ~t. of ota.th: Y:t.lu.acJ.an Daee: Proc...ing ~te: ]1/18/200"' n/18/200" 01/10/2.005 Bleat. 0'; GT21J.A H. OW$1l Account; 231325&) itlpO!:t;. Typo: DoiIU ot n...th ~r ot BGC\Iritiea; 1 ril!l 10: CKOSB.e1'lLLA m..... 01[ liar $.~Qr1.t.y ~JlIcrl.Jlt10ft Hi.9rv....k Low/fnd MNdl ~/ot. 1)1v aM Tnt 'eC'llr1ty Mju..l;II\eZlCB ~cI'Uoll.l. v..lue 11 1197.656 AKII.ICAW KJ,OH nlCOMI. 'nl (02U4710al et ~ SKB l'Nt\lAl. Pun4 (ae quotild. "by WMDAQ) n/19/20040 12.UOOO Nk.t 12.UOOOO 22,4"'.08 Tot&]. Valua: 'total leorual: TotAl: 622,435.08 ,22.()S.OB 10.00 Sla.te '1 ~/J report .,.. produc:ec! with l5t4ttVal. .. product of EiltaCO V&l\Ult.!o'O.s " prio1,." Sylt~; I1:.e. It you b6vt.. quest!one, ,p18-'8 eont~e~ ZVP S)8r~8 .t {ill) )1)-6'00 or wwv.evp'Ye.~. (~ev1el~ '.0.4) TOTAL P.003 REV-1508 EX + (6:98) .* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF STELLA M CRUSE FILE NUMBER 20 04 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with right of survivorship must be disclosed on Schedule F. 01191 ITEM NUMBER 1. DESCRIPTION PNC BANK CERTIFICATE OF DEPOSIT ACCOUNT # 31500222329 VALUE AT DATE OF DEATH 10,115.37 2. PNC BANK CHECKING ACCOUNT # 943885 9,531.52 3. PERSONAL PROPERTY - SEE ATTACHED LIST 1,438.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 21 084.89 JA"-02-2005 22'21 P"CBA"K 412 708 3458 0PNCBAN< January 3, 2005 Mr. Richard S Ruble 235 E Lauer Ln. Cap Hill, PA l701l scp RE: Estate of Stella M Crose (Deceased) SSN: 183-36-2723 000: 11-18-2004 Dear Mr. Ruble: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificate of Deposit Account #31500222329 Established 0 I -07-2002 STELLA M CRUSE ODD balance: $10,101.95 + $13.42 accroed interest Cbeddng Aecount Account #943885 Established 02-2&-2001 STELLA M CRUSE RICHARD S RUBLE DOD balance; $9,531.52 + $0.00 accroed interest Please note that this office only provides date of death balances for deposit accounts (IRA" CDs, Checking and Savings accounts). We do not proce.. any financial transactions or provide statements. If you need assistance with any of these items, please call 1-8&8-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, ~ ;:;' ~ Eriea L SeWegel ]-800-762-1775 P7-PFSC-04-F 500 First Ave. PittSburgh P A 15219 Mcmbor FDIC P.01/01 TOTAL P. 01 Stella's Personal Items Item Estimate "Blond child with halo" oicture 5.00 8 water goblets 30.00 Mantle Clock 50.00 Bedroom cedar chest 15.00 Bedroom suit 250.00 Blacksmith and Child picture 5.00 Blue Candlesticks 5.00 Brass candle sticks 10.00 Bridge Table & chairs 25.00 Caotains Chair 25.00 China 225.00 Christ child Picture 5.00 Connie's Silver cup 10.00 Cordial Glasses 8.00 Deviled egg platter 5.00 Drop Leaf Table 125.00 End table lamps 15.00 Gold Banded glasses (6) 15.00 Green/blue arm chair 50.00 Kitchen Chest 50.00 Kitchen table 15.00 Kitchen table chair 10.00 Living room end tables 25.00 Madonna and Child picture 5.00 Maple Rocker 25.00 Needle Point Chair 50.00 Office desk 25.00 Round table 30.00 Silver Coffee carafe, creamer, su!!arer 150.00 Silver trav on buffet 50.00 TV Chest 25.00 Silver Wedding Band 75.00 Yellow Quilt 25.00 Total $ 1,438.00 Page I of I REV-,.,.' EX + (I. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEAL TN OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF STEll A M CRUSE ADMINISTRATIVE COSTS: Personal Representative's Commissions NameofP"""naIR.presenllllJve(sl RICHARD S RUBLE Social Security Numbe~s)/EIN Numberol_ ~ntatlve(s) StteelAddress 235 E LAUER LANE City CAMP HILL Slate PA Yea~s) ~Ission Paid: 2005 2. Attorney Fees 3. Fam;~ Exemption: (" deoaden1's address is not 111. same as clalmanfs, etlad1 axplanadon) ITEM NUMBER A. 1. 2_ 3. 7. 8. 9. 10. 11. B. 4. 5. 6. 7. 1. FILE NUMBER 20 04 Debtl of decodent mUlt ba rapolild on Schldule I. DESCRIPTION FUNERAL EXPENSES: PARTHEMORE FUNERAL HOME AND CREMATION SERVICES INC CATERING FOR WAKE - L'KOSTA VILLA BEVERAGES FOR WAKE SERVERS FOR WAKE PRIEST ORGANIST GRAVE MARKER CHURCH FEE Zip 17011 Claimant SlreetAddress City Relatlonshlp of Claimanl \0 DeceQent Stete Zip ProbaleFees REGISTER OF WILLS, AGENT Accounlllnfs Fees STEVEN W FAHNESTOCK CPA Tax Rllt1Jm Preparefs Fe.. STEVEN W FAHNESTOCK CPA - DECEDENTS FINAL RETURN STORAGE FEES FOR PERSONAL ITEMS TOTAL (Also enter on line 9, Recapitulation) $ (If more space Is needed, Insert addl1lonalshools of \110 same size) 01191 AMOUNT 1,525.92 1,361.50 364.13 195.00 200.00 125.00 672.00 150_00 1,500.00 135.00 825.00 150.00 296.80 7500.35 REV-151-.2 EX + (6'-98) *' SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF STELLA M CRUSE FILE NUMBER 20 04 01191 Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION 1. COMCAST CABLE BILL VALUE AT DATE OF DEATH 86.92 2. HOME HEALTH CARE 1,112.50 3. MANORCARE CARLISLE 9.00 4. LAB FEES 348.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1 556.42 .REV_1513~X+I. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER C:::T<="11 ,. ?n n.. n11Q1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Nol List Truol8e(o) OF ESTATE I. TAXABLE DISTRIBUTIONS vnclude O~hl s~usal dis1ributions, and transfelll under Sec. 9116 la It )] 1. RICHARD S RUBLE Collateral 5,743.86 235 E LAUER LANE CAMP HILL PA 17011 2. SUZANNE BIRCH Collateral 5,743.86 109 POWDERHORN DRIVE PHOENIXVILLE PA 19460 3. JANE WILLIAMS Collateral 5,743.87 545 SCOTT ROAD GLADWYNE PA 19035 4. ROSEMARY MCGINLEY Collateral 5,743.87 145 BROOKMEAD ROAD WAYNE PA 19087 5. SHELBY KATZ Lineal 5,743.87 5015 WILD GINGER COVE NORCROSS GA 30092 6. ADAM SCHROTT Lineal 5,743.87 9295 SCARLETTE OAK AVE FORT MYERS FL 33912 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 130F REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: Discou nt: 198.16 Interest Table rn -- Days Delinquent Balance Due Int I Year this time period. this year this --- Before 1981 1982 ! ~83 r 1984 1985 -.-- , 1986 - 11987 - - 11988 through 1991 1"'" 1992 1993 throuoh 1994 1995 throunh 1998 -- 1999 ~OO, _ - I ~01 , . 2002 ~2_003 -- , -- TOTALS =-=1-- -~ 3.963.27 erest period ._===:J Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: ",. ~ '" PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Estate No.: STELLA 1-1 CRUSE 11-18-2004 21-04-1191 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: (date) 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 X No The separate Orphans' Court No. (if any) for the personal representative's account is: NONE (Not Applicable in Dauphin County) Did the personal representative state an account informally to the parties in interest? Yes X No Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. B. c. D. Date: ~D JOfj' r;;)]~/, Signature C-.J RICHARD RUBLE Name (Please type or print) 235 E LAUER LANE CANP HILL PA 17011 4:'") Address 717-612-1724 (lvIAH:nntl A~,!) Telephone No. C,:::,} r": '":".......,\' Capacity: x Personal Representative Counsel for Personal Representative cPf R.W.-58 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE e;e N"'CnCi\ r>,-,-\,-" r>,- NDTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAl) \WIlSU.:u UCi",;:: \)/APPRAISEHENT, ALLOIIANCE OR DISALLOIIANCE _ITIlHCE TAX oIVISIIII OF DEDUCTIONS AND ASSESSMENT OF TAX PO lOX zaG'Dl HARRISBURG PA 17128-0601 7nnt; :/9 p'M I')'. 02 _e"-,,, _ Ii .C-. DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-25-2005 CRUSE 11-18-2004 21 04-1191 CUMBERLAND 101 _t _1ttlld CLEFiK ORPHt.i,-j'S COUFiT STEVEN w Cl!litlNESTDCk 1513 CEDAR CLIFF DR CAMP HILL PA 17011 " ....-~._--~"~,-- '*' REV-154~ EX AFP (03-05] STELLA M 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 ~ '1r-"1!."YI.m.m~'.'H'lItm.III!'.!MrtI"""4M!!'.'IW.lWUTft.,.~.'lft:r.W4M!!'.f1I'....~......... ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX STELLA M FILE NO. 21 04-1191 ACN 101 ESTATE OF CRUSE TAX RETURN liAS: I X) ACCEPTED AS FILED I ) CHAHllED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. ...1 Est.te I_le A) 2. Stocks _ _s 1_1. B) 3. CloDly Hs~d StocIVPertn.rshlp Int.r.st ISchlIdul. C) 'i. IIort_slNot.s R_lvsba 1_1. D) 5. c:.sIV_DeposJblHlsc. Per_l P~rty ISchemI~e E) 6. Jointly Owned P~rty' 1_1. F) 7. Transfers (Schedule 8) 8. Tote~ ASDb III 12) 13) 1'1) (5) 16> 17) .00 22.435.08 .00 .00 21.084.89 .00 .00 18) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. fWlltral Expen_s/".. Cost./lU.sc. ExPeftS8s (Schedule H) 10. Dobtslllort_ Llobllltle./Llens I_le I) 11. Tot.l DedUctions 12. Hst Velus of Tex Return ~3. Cherltoblsl80..rnsentel Beque.ts; Non-elected 9113 Trusts 1'1. Hst V.lus of Estete Subject to Tex (9) I~O) 7,500.35 1.!i5& 42 11~) (12) (13) 1~'1) ISchedule .J) DATE '04-25-2005 I NOTE: T" lnsurs proper c1"8d,tt ~o your .,count, _It the _r portion of thi.: fONa with your tex --.m. 43,519.97 ! Q .DIi" 77 134,463.20 .00 34,463.20 I~ 8n ........nt was issued previouslY. lines 14. 15 and/or 16. 17. 18 .nd 19 will refl.ct ~igur.. that: inclUde the total o~ ALL returns ......ed to d8t..j ASSESSMENT OF TAX: : 15. _t of Lins 1'1 et Spou..l rst. (15) .00 x 00 = .00 16. _t of Lins 1'1 t_~e et LinsellClass A rate 1161 11,487.74 X 045~ 17. _t of Lins 1'1 et Sibling rste (17) .00 X 12 = . i .00 ~8. _t of Lins ~'1 texoble.t Collet.rel/Cla.s B rste 118) 22,975.46 X 15 = I 3,446.32 19. Prlnclpel Tex _ 1191= 3,963.27 NOTE: INTEREST/PEN PAID I-I 198.16 _ PAID 3,765.11 DATE 02-14-20 5 _ER CD0049 8 ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCUlATION OF ADDITIONAL INTEREST. :3,963.27 .00 .00 .00 I IF TOTAL DUE IS LESS TIIAIl $1, NO PAYIlENT IS RElllIIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" ICR). YOU HAY BE DUE A REFIltlD. SEE REVERSE SIDE OF THIS FORIl FOIl lNSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG. PA 17128-0601 REV-1 1 62 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RUBLE RICHARD 235 E LAUER LANE CAMP HILL, PA 17011 u______ told ESTATE INFORMATION: SSN, 183~36~2723 FILE NUMBER: 2104-1191 DECEDENT NAME: CRUSE STELLA M DATE OF PAYMENT: 02/14/2005 POSTMARK DATE: 02114/2005 COUNTY: CUMBERLAND DATE OF DEATH: 11/18/2004 NO. CD 004938 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,765.11 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 995 SEAL INITIALS: MW RECEIVED BY: REGISTER OF WILLS $3,765.11 GLENDA FARNER STRASBAUGH REGISTER OF WILLS REV-1500 EX + (6-00) .' , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 NA+)I) REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OfFICIAL USE ONLY FILE NUMBER 2 0 -0 4 0 1 1 9 1 ""OOUNTY"COi5E ---VEAR- - - NmiBER-- I- Z W C W CJ W C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) STELLA M CRUSE DATE OF DEATH (MM-DD-Year) SOCIAL SECURITY NUMBER DATE OF BIRTH (MM-DD-Year) 183-36-2723 THIS RETURN MUST BE FILED IN DUPliCATE WITH THE REGISTER OF WILLS 11/18/2004 01/11/1908 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) [Xl 1. Original Return D 4. Limited Estate o 6. Decedent Died Testate (AltachcopyofWiU) o 9. Litigation Proceeds Received ... z w c z c .. U) w " " o o TELEPHONE NUMBER 717-737-5466 SOCIAL SECURITY NUMBER w ... lll:::$cn 0"'" w"o ,,00 ulf~ .. < o 2. Supplemental Return o 4a. Future Interest Compromise (daIB ofdealh after 12-12-82j o 7. Decedent Maintained a Living Trust (Altach copy of Trust) o 10. Spousal Poverty Credit (dale ofdealh between 12-31-91 and 1-1-95) o 3. Remainder Return (daIBofdealhllriorto12-13-82) o 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11.ElecfjontotaxunderSee.9113(AiI_h"hO) THIS SECTION MUST BE COMPLETED, ALl CORRESPONOENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS STEVEN W FAHNESTOCK CPA 1513 CEDAR CLIFF DRIVE FIRM NAME (If Ap~;cable) CAMP HILL PA 17011 z o i= :5 :J l- ii: c( CJ W 0:: z o i= c( I- :J a.. :IE o CJ >< ~ 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash. Bank Depcsils & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & M~cellaneous Non-Probate Property (7) (Schedule G or L) 6. Total Gros. Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines g & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not baan made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under See. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 22.435.081. OFFIClAL- USE ONLY 21.084.89 -..,..., C.., L (8) 43.519,97 7.500.35 1.556.42 (11) (12) (13) 9.056.77 34.463.20 (14) 34.463.20 0.00 X _(15) 0.00 11.487.74 X .045 (16) 516.95 0,00 X .12 (17) 0.00 22.975.46 X .15 (18) 3.446.32 (19) 3.963.27 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND QF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's ComDlete Address: STREET ADDRESS 4905 TRINDLE ROAD CITY I STATE I ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Disoount (1) 3,963.27 198.16 Total Credits (A +8+C) (2) 198.16 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( D + E) (3) 4. If Line 2 is grealer than Line 1 + Line 3, enlerthe difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request. refund (4) S. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (S) A. Enter the interest on the tax due. (SA) 8. Enter the total of Line S + SA. This Is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 3,765.11 3.765.11 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 inoome of the property transferred; ........................................................................... 0 IXI b. retain the right to designate who shall use the property transferred or Its Income; ........................................ 0 00 c. retain a reversionary interest; or ...................................................................................................... 0 IXI d. receive the promise for iile 01 either payments, benefits or care? ............................................................. 0 IXI 2. If death occurred affer December 12, 1982, did decedent transfer property within one year of death without receiving adequate oonsideration?.............................................................................................. 0 IXI 3. Did decedent own an "in trust fo~ or payable upon death bank account or security at his or her death? ................. 0 IXI 4. Did decedent own an Individual Retirement Acoount, annuity, or other non.probate property which oontains a beneficiary designation? ....................................................................................................... 0 IXI 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 perjury, I declare that I have examined this. return, includ~ ~ying schedules and statemems, am:! to \he best of my knoMedge Md belief, it is \rue, correct and complete. Decluon of preparer other thm the aI representative is based on all mformation of which prepalllf has any knowledge. SIGN F ERSON 0 IL G RETURN DATE 2/14/2005 PA 17011 DATE 2/14/2005 ADDRESS PA 17011 For dates of death on or affer July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or affer January 1, 1995, the tax nate imposed on the net value of transfers to orforthe use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse \rom tax, and the statutory requirements for disclosure of assets and filing a lax return are slili appiicabie even n the surviving spouse is the only beneficiary. For dates of death on or affer Juiy 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(aX1.2)]. The tax rate imposed on the net value oftransfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to orforthe use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibiing is defined, under Section 9102, as an individual who has at least one parent in oommon with the decedent, whether by blood or adoption. Last Will and Testament t(Q)[P1f of STELLA MARIE CRUSE I, STELLA MARIE CRUSE, resident of Wilkins Township, Allegheny County, Pennsylvania, being of sound mind and memory, do make, publish and declare this to be my Last Will and Testament hereby revoking all of my former Will and Codicils, if any. 1. Identity of Family I am presently widowed and have two grandchildren, SHELBY SCHROTT KATZ and ADAM TREVOR SCHROTT and one great-grandchild, ZACHERY DAVIN KATZ. I have no living children. II. Disposition of Estate A list of distribution of my personal possessions has been prepared and is attached to my copy of this Will which will direct my Executor as to distribution of these possessions. After the payment of all my just debts, funeral expenses and applicable taxes as set forth herein, and distributions of my personal possessions according to the list noted above, I direct that the remainder of my personal possessions be sold and the proceeds distributed as part of my residuary estate. I bequeath the remainder of my estate, both real and personal property (other than that on the separate list) and wheresoever located, to my grandchildren, SHELBY '("-'lv. -~'"' . -' SCHROTT KATZ and ADAM TREVOR SCHROTT, and to my nieces, ROSEMARY S LV) G R McGII\'LEY, ANNAKA Y JUITZ, SUZIE BIRCH, and JANE WILLIAMS, and my nephew, RICHARD RUBLE, in equal shares, providing they survive me for 60 days. In the event one of my beneflciaries does not survive me for 60 days, I direct that his/her share of the assets of my estate be given to his/her issue, per stirpes, to be administered according to the provisions as set forth herein. In the event my predeceased beneficiary has no surviving issue, the predeceased beneficiaries' portion of my estate shall be given, in equal shares, to my surviving beneficiaries, or their issue, per stirpes. In the event that none of my beneficiaries, nor any oftheir issue survive me by sixty (60) days, I bequeath and devise the said property equally between any relatives (whether by blood or marriage) surviving me. III. Trust If any beneficiary of my estate is a minor under the laws of the Commonwealth of Pennsy I vania at the time of my death, I direct that minor beneficiary's portion of my estate be held in trust until the date of that beneficiary's twenty-fifth birthday. I further direct that my Executor, as determined at the time of my death, shall be appointed as Trustee of the Trusts of any beneficiaries of my estate and may appoint a Successor Trustee should he be unable or unwilling to continue as Trustee. The Trustee shall have power to use the interest and to invade the principal ofthe Trust to provide for the support, health, welfare and/or education of the beneficiary, at the Trustee's discretion. ~ 1:;) tJ 2 IV. Executor I appoint my nephew, RICHARD RUBLE (6308 Stephen's Crossing. Mechanicsburg, Pennsylvania, 17055) as my Executor. In the event he is unable or unwilling to act or continue as Executor, I then grant him the power to appoint his successor. No bond or other security shall be required for any fiduciary hereunder in any jurisdiction, and no fiduciary hereunder shall have any liability for any mistake or error of judgment made in good faith. For the information of my Executor, I make note that Luther Shay, whose address is attached, holds my Power-of-Attorney for financial matters. V. Powers I give my Executor, in extension of and not in limitation of the powers now or hereafter given him by law, the following powers to be used in his discretion and until actual distribution, without order or license of court, without the consent of any beneficiary, and without need to make adjusttnents among the benefIciaries or between principal and income: a.) To invest in, accept and retain any real or personal property, including stock of a corporate fiduciary or its holding company, without restriction to legal investtnent; b.) To improve or develop real estate; to construct, alter or make repairs to buildings or structures on real estate; to settle boundary lines and easements and other rights with respect to real estate; to partition and to join co-owners and others in dealing with real estate in the same manner as an outright owner might; c.) To sell, exchange, partition or lease for any period of time any real or personal property including ownership of or interest in a business and to give options therefor for cash or credit, with or ,,( (:I) V ~ 3 without security; d.) To borrow money from any person including any fiduciary acting hereunder, and to mortgage or pledge any real or personal property ; e.) To hold shares of stock or other securities in nominee registration form, including that of a clearing corporation or depository or in book entry form or unregistered, or in such other form as will pass by delivery; f.) To engage in litigation and compromise, arbitrate or abandon claims; g.) To make distributions in cash or in kind at current values, or partly in each, allocating specific assets to particular distributees on a non-pro rata basis, and for such purposes to make reasonable determinations of current values; h.) To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; i.) To retain uninvested cash, in such amounts and for such period of time as the fiduciary shall deem advisable for the proper administration of the property; j.) To participate in the conduct of any business of which I am owner or in which I hold an interest or to rely upon others to do so and to take, or delegate to others, discretionary power to take any action with respect to its management and affairs which an c individual could take as owner of the business; k.) To maintain responsible reserves for depreciation, depletion, amortization and obsolescence; and I.) To collect proceeds of insurance on my life and to use the proceeds to purchase assets from the estate or to make loans to the estate; to retain or purchase policies of life insurance, to pay premiums thereon and to exercise all rights of ownership. 4 s~t-- VI. Debts, Expenses and Taxes [ direct my Executor to payout of my estate, or as soon as he deems proper, all my just debts (other than debts barred by the statute of limitations or any other rule of law or equity) administrative expenses, funeral expenses, including grave marker and last illness expenses, as part of the expenses of the administration of my estate. This provision for payment of my debts and expenses does not apply to debts incurred in the operation of any business that r may own or have an interest in, and r direct that all such debts shall be paid out of the assets of that business at such times as said debts become due. r direct that all estate, inheritance and other taxes in the nature thereof, together with any interest and penalties thereon, becoming payable because of my death with respect to the property constituting my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid from the residue of my estate, and no person receiving or having a beneficiary interest in any such property, whether under this Will or otherwise, shall at any time be required to contribute to or refund any part thereof; provided, however, that this direction shall not apply to taxes on any property included in my estate solely because of a power of appointment thereover which I possess, but have not exercised or on any qualified terminable interest or to any generation-skipping transfer taxes. VIII. General A. Any term used in the singular or plural, or in the masculine, feminine or neuter form, shall be singular or plural, or masculine, feminine or neuter, as a proper reading of this Will may S \:':") V 5 require. B. The headings above the provisions of this Will are for reference purposes only. C. If any provision of this Will is held to be inoperative, invalid or illegal, it is my intention that all of the remaining provisions shall continue to be fully operative and effective so far as is possible and reasonable to carry out my intentions. ~ IN WITNESS WHEREOF, I have hereunto set my signature and seal this /7 day of ~ , 1999. <;j tUL fr1, ~ lJU- Stella Marie Cruse The foregoing instrument, consisting of this and "') preceding typewritten pages, was signed, sealed, published and declared by, the Testatrix named above, as and for her Will in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses hereto. -m cvur ~~ Vl1 ~'V'-'- fJ...o jJ~DA- J'?1"- f.... 1~-2-l ,- ;. d-i.-'lA- {t: Mc~ "// t ~ () J"A'I i-/E /fG.-!/R- ,?~ e I / :::..---- ~ /i7'L3,6 6 ACKNOWLEDGMENT OF TESTATRIX COMMONWEALTH OF PENNSYLVANIA COUNTY OF ALLEGHENY I, STELLA MARIE CRUSE, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ,~-tP QQLL1Y1 DA~~ (l ;tf1J>p Stella Marie Cruse \ /1 J- Sworn or affirmed to and acknowledge before me by Stella Marie Cruse, Testatrix, this~day of LflI2t<-L.Ju , 1999. '/2~~~~ Notary PubI' u . Notarial Seal Pauta J. Mallinger, Notary Public West Mifflin Bora, AUegheny County My Commission Expires May 17, 2001 Member, Pennsylvama ASSOCiation of Noti'lnes AFFIDAVIT OF WITNESS COMMONWEALTH OF PENNSYLVANIA COUNTY OF ALLEGHENY We,04 t<,/ !i-,,/,v 111' 1--0 ('If? and p j,./.f g; J;IJ.:(j-;d,' ,,'~ the Witnesses, whose names are si~n~d to the attached or foregoing instrument, being duly ..quarr~d lacc'6rding to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument and her Last Will; that she signed it willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as Witnesses; and that to the best of our knowledge the Testatrix was, at that time, 18 or more years of age, of sound mind and under no constraint or undue influence. Subscribed and 3:t\-tJ b. rr1 A W/J{; .Y11.~~)11~ ~ (7 , a~~c. 712 a:-~ / sworn ,;2-, f) before me. by (fIAR%AiJJ rT7IJLOiJC on this ~ day of{'riDb-Ou ,1 99. and 't2i4~/ Notary Public Notarial Seal Paula.J.. Mallinger, Notary Public West Mlfflln.Bora, Allegheny County My Commlss!on Expires May 17. 2001 Member Pennsylvania ASSOCIatIon of Notaries REV-1503 EX. (S-. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF STELLA M CRUSE FILE NUMBER 20 04 All property jolntly-owned with light 01 ....IvOfShip must be disclosed on Schedule F. 01191 ITEM NUMBER 1. DESCRIPTION 1787.656 SH AMERICAN HIGH INCOME TRUST VALUE AT DATE OF DEATH 22,435.08 TOTAL (Also enteron line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 22435.08 JAN-10-2005 15:17 ~r\rU 1 V,' L'J'VYli,\,ni UL. JJ r;~J PNC INVESTMENTS '(1'( '(jU 2241 ~.UU2 [. 'JUi. ESTATE OF STEllA M. CRUSE (DOD VALUATION NOVEMBER 18,2004) The information provided in this repon is believed to be reli:tble, but its accuracy C3.llllOt be guatanreed. A mean price is calculated as an average of the high and low on the valuation date when available. If these prices are not available, such as on weekends or holidays, the mean price is the inversely weighted average of the high and low on the nearest trading dates before and after, when thes<: pnc<:s are available within one week of the valuation dat<:. If acwal trades are not available, the nearest bid and ask prices are substituted. Note that securities traded on the Toronto E:1C'h~nge are in r?mltli~n do\h.n. If an equity is ex-dividend for a cash distribution on or before the valuation date but is of record after the valuation date, the dividend is included in the valuation report and is added to the security's value. 1his is reponed as an adjusted value on the report. If the date of death is on or after the record date and the dividend is p.l)'o\ble after that date, the accrued dividend is listed separately on the report and added to the portfolio's total v-alue. Prices for which daily updates are not avaibble are priced according to a Colporate Pricing Cycle. These pricing dates occur on the last business day of the week, and tbe last business day of the month, unless the end of the week update falls within three business days or less, of the end-of-UIOnth update. Prepared: 10 January 2004 JAN-IO-i;UUIJ IIJ:I'( I-'N(; I NVt:;~"J'Mt:;NT':; "( 1"( "(3U <::<::41 t-'.UUj ", ....JU ; 'jl /..'..)U..)I .'.'.Jil :.JL..J...; I". B~tcte VIlU4tion ~tlll of DMth: VlllutJ.atJ, nac:e: Proc~..icg n.te: n/18/20<H nIle/zoo, Ol/10/~OOS Ohar.. or Par $.~Qnty Oescr1pt1ol1 H~lV~.k LcN/Bld Bnat. of; S'I'ELIA H. OW~1t Account: 231325{) illpon Typo; -Oat. of n..th ~r ot 9ocuritis8: 1 Filo 10; CROaa.BTtt.LA w~ MID./o't '01'11 aM Tnt liecv1ty MjWltlllelu:a N::c~b v..lue. 1) 1787.656 MIlICA)I KIOIl D1COd 1'1 {O::lU'T.ll)et et. & SK8 PN.t.\W. P\1D4 (at quoti14 by WUDl\Q) a/19/201)4 l;l.IUOOO "Kt 12,1150000 22,4.'$.Otl Total Val,.: 'rotal :Aeonal: 70t&1; 622,435.08 ']Z,(35.08 00.00 "a.te '1 'rh1a ~~t "u produced with Bst.aC.Val, to prcdw=C of Eetaeo M\J6uotu: '" Pdoin.g 6Yneac, IDe. It YtN Mvt. ques~, pl~8 ContACt KVP &)8t~B .l ta18) ]l).<<~OD or ~-evp'1'~' (~evlB1~ ,.O.~) TOTAL P.003 REV.15D6 EX + (6,96) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF STELLA M CRUSE SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 20 04 Indud6th6 proceeds of litigation and the date the proceeds were reoel,ad by the eslate. All property jolntly-ownod _ right of survivorship must be dlsclosod on Schedule F. 01191 ITEM NUMBER 1. DESCRIPTION PNC BANK CERTIFICATE OF DEPOSIT ACCOUNT # 31500222329 VALUE AT DATE OF DEATH 10,115.37 2. PNC BANK CHECKING ACCOUNT # 943885 9,531.52 3. PERSONAL PROPERTY - SEE ATTACHED LIST 1,438.00 TOTAL (Also enteron line 5, Recapitulation) $ (If more space is needed, Insert additlonal sheets of the same size) 21 084.89 JAN-02-2005 22:21 PHCBAHK ~12 768 3~58 0PNCBAN< January 3, 2005 Mr. Richard S Ruble 235 E Lauer Ln. Cap Hill, PA l701I scp RE: Estate of Stella M Cruse (Deceased) SSN: 183-36-2723 DOD: 11-18-2004 Dcar Mr. Ruble: In response to YOIl/' request for Date of Death balances for the customer noted above, Oil/' records show the following: Certificate of Deposit Account #31500222329 Established 01-07-2002 STELLA M CRUSE DOD balance: $10,101.95 + $13.42 accrued interest Cbecking Account Account 11943885 Established 02-28-2001 STELLA M CRUSE RICHARD S RUBLE DOD balance: $9,531.52 + $0.00 accrued interest Please note that this office only provides date of death balances for deposit accounts (IRM, CDs, Checking and Savings accounts). We do Dot proc... any financial transactioDs or provide statements. If you need assistance with 3llY of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, ~ ;;:? ~ Erica L Schlegel 1-800-762-1775 P7-PFSC-04-F 50Q Fi~t Ave. Piusburgh VA 15219 Manbcr FDIC P.01/01 TOTAL P. 01 Stella's Personal Items Item Estimate "Blond child with halo" picture 5.00 8 water J(oblets 30.00 Mantle Clock 50.00 Bedroom cedar chest 15.00 Bedroom suit 250.00 Blacksmith and Child picture 5.00 Blue Candlesticks 5.00 Brass candle sticks 10.00 Bridee Table & chairs 25.00 Captains Chair 25.00 China 225.00 Christ child Picture 5.00 Connie's Silver cup 10.00 Cordial Glasses 8.00 Deviled egg platter 5.00 Drop Leaf Table 125.00 End table lamos 15.00 Gold Banded J(lasses (6) 15.00 Greenlblue arm chair 50.00 Kitchen Chest 50.00 Kitchen table 15.00 Kitchen table chair 10.00 Livine room end tables 25.00 Madonna and Child picture 5.00 Maole Rocker 25.00 Needle Point Chair 50.00 Office desk 25.00 Round table 30.00 Silver Coffee carafe, creamer, sUJ(arer 150.00 Silver trav on buffet 50.00 TV Chest 25.00 Silver WeddinJ( Band 75.00 Yellow Quilt 25.00 Total $ 1,438.00 Page I of I REV-'5'.' EX + ('. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF STELLA M CRUSE FILE NUMBER 20 04 01191 Debts 0' deced.nt mUlt be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. PARTHEMORE FUNERAL HOME AND CREMATION SERVICES INC 1.525.92 2. CATERING FOR WAKE - L'KOSTA VILLA 1,361.50 3. BEVERAGES FOR WAKE 364.13 7. SERVERS FOR WAKE 195.00 8. PRIEST 200.00 9. ORGANIST 125.00 10. GRAVE MARKER 672. 00 11. CHURCH FEE 150.00 8. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) RICHARD S RUBLE 1,500.00 Social Security Numbe~sVEIN Number 01 Personal Rep....ntative(s) StreefAddress 235 E LAUER LANE City CAMP HILL State P A Zip 17011 Yea~s) Commission Paid: 2005 2. Attorney Fees 3. Family Exemption: (If dececlenfs address is not the same as claimants, attach explanation) Claimant Street Address City Stale Zip Relationship of Claimant to Decedent 4. ProbaleFees REGISTER OF WILLS, AGENT 135.00 5. Accountanfs Fees STEVEN W FAHNESTOCK CPA 825.00 6. Tax Return Preparer's Fees STEVEN W FAHNESTOCK CPA - DECEDENTS FINAL 150.00 RETURN 7. STORAGE FEES FOR PERSONAL ITEMS 296.80 TOTAL (Also enter on line 9, Recapitulation) $ 7 500.35 (If more space is needed, insert additional sheets of the same size) REV-151'2 EX. (5-98) *' SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEAL HI OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF STELLA M CRUSE FILE NUMBER 20 04 01191 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. COMCAST CABLE BILL VALUE AT DATE OF DEATH 86.92 2. HOME HEALTH CARE 1,112.50 3. MANORCARE CARLISLE 9.00 4. LAB FEES 348.00 TOTAL (Also enteron line 10, Recapitulation) $ (If more space is needed, insert additional sh_ of the seme size) 1 556.42 REV""3?'I" COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER STEL'''' lA rRII"'I= ?n n4 n11Q1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE L T MABLE DISTRIBUTIONS [include OU~hl s~usal distributions. and banslers under Sec. 9116 (a (1. )) 1. RICHARD S RUBLE Collateral 5,743.86 235 E LAUER LANE CAMP HILL PA 17011 2. SUZANNE BIRCH Collateral 5,743.86 109 POWDERHORN DRIVE PHOENIXVILLE PA 19460 3. JANE WILLIAMS Collateral 5,743.87 545 SCOTT ROAD GLADWYNE PA 19035 4. ROSEMARY MCGINLEY Collateral 5,743.87 145 BROOKMEAD ROAD WAYNE PA 19087 5. SHELBY KATZ Lineal 5,743.87 5015 WILD GINGER COVE NORCROSS GA 30092 6. ADAM SCHROTT Lineal 5,743.87 9295 SCARLETTE OAK AVE FORT MYERS FL 33912 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-T MABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: __~.963.2Z Discount: . ~. ~ _--.1Jl!l.16 Interest Table I - -; -I"'; "',"q..~, [... .._ 0.. -+-r-~terest-JI ~ ear =thiS time period this year this period ---'--'-'- "-'--' ._----- ----'-, ~:~~re1981~ .___. ___~---j ~~ -==t===t== .[==-.---j ti985~ -=t- -=t--- 1-- - ..~ I~::i==-I ~=---~-=--F - -=-=~ '-'------L--- -1-- -----j I ~::~ throu~_9.L.1 -- -J- -- --1--- ~ , ~::~ :~~~g~ ~::: - .~~ -+-~-=------ =r= ~----=--=- .~ ~--~---t ---=t- -- --T-'- -----1 ~~~~------- =-1=-----=+=----=-=-1= --=--=----=-1 ~~~~-= ==+===1====i=-==~ ~003____--=-_+---=-_+---=-~=t=-~_=l t=.==- + ---=- =+ --==-=t===~ l====r===+=.-=-=t=-== l L---.IOTAL~ ---'-_ _----'-___ -..1.___ =.J Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17,1996: __ ___ Penalty: