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HomeMy WebLinkAbout08-26-13 (2) � A� � 15U5610105 REV-1500°"°�",��,m OFFICIAL USE ONLY PA Department of Revenue P��Y��� Counry Code Year File Number Bureau of Individual Ta�res """`"•�°•,„"" Po Boxzeo6oi INHERITANCE TAX RETURN � 1 � O I .'T Harrisbury,PA iy7z8-o601 RESIDENT DECEDENT � � ��-(J ENTER DECEDENT INFORMATION BELOW � Social Security Number Date of Death MMDDYYYY Date of BiM MMDDYYYY 01/23/2012 I03/07/1924 DecedenYs Last Name Suifix DecedenPs first Name MI Rumberger. Christine . g (If Applieable)Enter Surviving Spouae's Informatlon 8elow ... .. . . . . . .. . . � . . . Spouse's Last Name Sutfix Spouse's First Name MI Spouse's Soaal Security Number � -�- THIS RETURN MUST BE FILED IN DUPIiCATE WITH THE _ ' REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1. Original Return p 2.Supp�emenfal Return p 3. Remainder Retum(Date of Death Priorto 72-13-82) p 4. Limited Estate p 4a. Future Interest Compromise(date of p 5. Federal Estate Ta�c Retum Required death after 12-12-82) � 6. Decedent Died Teslale O 7.Decedent Maintained a Livi�Trust 0 8. Total Number of Safe Deposit Baxes (Attach Copy of Will) (Attach Copy M Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Cred'R(Date of Death O 11. Eledion to Tax untler Sec.9113(A) Behveen 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT- THIS SECTION MU3T BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTUL TAX INPORMAiION SHWLD BE DIRECTED T0: Name Daytime Telephone Number . .. . . . . . . . .. .. . . . . . . .. . .. . . . . . . ... . .. .. . . .. .. . . .. .. . .._ . .. John W Rumberger ,(717) 877-3330 ' i1EGISTER OF�AIKL8 ll�O�LY c.� O f:p rn � 'i7 ,-�' e'-, � First�ine of Address rn m �=� �;,- ;;� = n 20 S. Lewisberty Road r�— a' ,`--, 'v � �n Second Line of Address � N :%c � � �� a _ o • c- :, c;, r., -ri � � �� r -,, � _;9 � c- �; Cily of Post Office � � �State ZIP Code ' A DA9EfILED�- .. . . .. .... .. . . .. . .... ... .. ...._ _...... . .tt. . . C..� G� C? Mechanicsburg PA 17055 �' �,, -�� CorrespondenYs e-mNl addreu: Under penalfies of pe�ury,I declare thffi I have examined thia retum,indutling xwmpenying schedulas an0 statamenfs,antl to the best of my krwwletlge and belief, it is true,cortect arW complete.Dedaretlon of preperer oMer ihan Me personal represeMative is based on all intormatbn of which preparer has any knowledge. IIIR!! �� � .I, t'9N� �� FOR FILING RETURN DATE � � g�?-/j ADDRES SIGNATURE P P ER O R REP ENTATIVE pq cPA �" giv � ADDRESS r�; �,� � r � , ar .a PLEASE USE ORI � - e. Side 1 L 1505610105 15056101�5 J � � _ _ � 1505610205 REW1500 EX(FI) DecedenYs Social Security Number o�aem�s Na,�: Christine B Rumberger RECAPITULATiON 1. Real Estate(Schedule A). .. ... .. .. . ... .. . .. . ... . . .. .. . . ... .. .. ... .. . . 1. 2. Stodcs and Bonds(Schedule B) . .. .. .. ... . ... .. . .. . . . .. ... ... .. . . ... . . 2. 38,706.66 3. Closely Held Corporation, Partnership or Sde-Propnetwship(Schedule C) .. ... 3. � 4. Mortgages and Notes Receivable(Schedule D) .. ... .. .. . . .. .. ....�.�. . . . . . .. 4. � 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . .. ... 5. 19,213.94 _.._. _...... ... ._ _.. ._...._-..__.. 6. Jointly Owned Property(Schedule F) O Separete Billing Requested . ... . .. 6. � 7. Inter-Vivos Transfers&Miscellaneous Noo-Probate Property ����� ���� "� -� � �� ���� �� � � � -� ������ - �" (Schedule G) O Saparete Billi�g Requested.. ... ... 7. 8. Total Gross Assets(Wtal Lines 1 through 7).. . . . .. . .. .. . ... ... .. a. _ _ -57,920.60 ' 9. Funeral Expenses and Administrative Costs(Schedule H). ... ... . . . . .. . . ... . 9. 12,723.49 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I). . . .. . .. ... .. . . 10. _ ._.. 11. Total Deductions(total Lines 9 and 10). . .. .. ... . . . . .. . . ... ... .. . .. . . . .. 11. 12,723.48 12. Net Value of Estale(Line 8 minus line 11) . . ... . . .. .. ... .. .. . .. .. . . . . . .. 12. 45,197.1.1.. 13. CharitableandGovemmentalBequests/Sec9113Trustsiorwhich ����""- `-"�������"�- ""�"��" ���--��-����-� an eledion to tax has not been made(Schedule J) .. .. . .. . . . . .. .. ... ... .. . 13. _ . .... _._... . _.. . .. . . .... ._..__..__ _ 14. Net Value Subject to Tax(Line 12 minus Line 13) . . .. . .. ... .. .. . . ... .. ... 14. 45,187.77 TAX CALCULATION-SEE iN3TRUCTION3 FOR APPLICABLE RATES - 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 � � � � � � � (a)�12)X .0- '. � 15. .__.__,__.._ , ..___.__._ _ ____.._ __._.._. ..___. _.__.._. 16. Amount of Line 14 faxable � �"���� ��-��� �� at�ineal rate x.0 45 45,197.11 �s. 2,033.86 __.__--- _ _ __. _ ___ ._. __ _. __. _ _._.. 17. Amount of Line 14 taxable �. �� - at sibling rate X.12 1Z � ' -_-__-._ ._�_._____._, ___.. . _ ..__.., __�... _.__.._ . _. _. . ._.._..__.. 18. Amount of Line 14 taxable � � � � at collateral rate X.15 � �� 18. . ..,. . . .._._.. .._._,-_.___..-----, 19. TAX DUE . . .. . . . . . . . .. .. ... . . . . . ... . . . . .. . .. ... . . .. ... . . . . ... . . .. . 19. � 2,033.86 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p Side 2 L 1505610205 15056102U5 � REV-1500 EX(FI) Page 3 File Number DecedenYs Complete Address: DECEDENT'S NAME Christine B Rumberger . __ __._ _ _ _ _ __ STREETADDRESS . ._. . . . .._. .. ... . .... .... . .. . . . __. ._. 335 Wesley Drive, Apt Ar&04 _ __ _ _ _ __ cin _ stnre _ ziP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 2,033.86 2. Credits/Payments A.Pnor Payments __ _ __ _ B.Discount _ _ __ Total Credits(A+B) (2) 3. Interest (3) 57.04 4. If Line 2 is g2ater than Line 1 +Line 3,enter ihe di(ference. This is the OVERPAYMENT. Fill in oval an Page 2,Line 20 to requeat a refund. (4) 5. If Line 1 +Line 3 is greater than Line 2,enter the difierence.This is the TAX DUE. (5) 2,090.90 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 incane of the property hansferred .......................................................................................... ❑ � b. retain the right to designate who shall use the property t2nsferred or its income ............................................ ❑ � c. retain a reversionary interest .............................................................................................................................. ❑ � d. receive the promise for life of either paymenfs,benefts or care?...................................................................... ❑ � 2. If death xcurred afler Dec. 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ � 3. Did decedent own an"in trust fo�'or payable-upontleath bank account or security at his or her death?.............. ❑ � 4. Did decedent own an individual retirement account,annuity or other non-probate property,which containsa benef�ciary designation? ........................................................................................................................ ❑ � IP THE ANSVYER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT 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 the use of the surviving spouse is 3 percent[72 P.S. §9116(a)(1.1)(i)1. For dates of death on or afler Jan. 1, 1995, the tax rate imposed on the net value of Vansfers to or fa the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute dces not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disdasure of assets and filing a tax retum are still applicable even if tne surviving spouse is the only benefiaary. For dates of death on or after July 1,2000: • The tax rete imposed on the net value of Vansfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent�72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for fhe use of the decedent's lineal benefidaries is 4.5 percent,except as noted in[/2 P.S.§9116(a)(1)]. • The tax rate imposed on the nel value of transfers to or for the use of ihe decedenYs siblings is 12 percent[72 P.S. §9116(a)(1.3)].A sibling is defined, under Sectlon 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. RE�'i5�7 IX:�8'��) � �'pennsylvania SC11EOULE B DEPAIITMENTOFREVENUE STOCKS & BONDS INHERIfANCE TAX REiURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Christine B Rumberger 21-12-0140 All property iol�y owned with right o(wrvivorship must be discbsed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIP'fION OF DEATH 1' 3493.161 Shs�NMA Fund Investor Shares 38,634.58 2 GNMA Fund Investor Shares Acaued Dividend 72.08 TOTAL(Alw enter on Line 2, Recapitulation) # 38,706.66 If more space is needed, insert additional sheets of the same size Vanguard� PO. Box 2600 FebrUary 17, 2012 Valley Forge, PA 19482-2600 www.vanguard.com JOHN W RUMBERGER 20 S LEWISBERRY RD MECHANICSBURG PA 17055-6050 Re: Estate of Christine B. Rumberger Dear Mr. Rumberger: We are responding to the telephone call we received requesting a valuation of Christine B. Rumberger's Vanguard account as of January 23, 2012. The information requested is included on the enclosed account value report. If you have any questions, please call us at 800-662-2739. You can reach us on business days from 8 a.m. to 10 p.m. and on Saturdays from 9 a.m. to 4 p.m., Eastern time. Sincerely, Retail Investor Group Vanguard bms Enclosure(s): **Christine B. Rumberger - Individual Account Value Report 51978908 ;���� Page � 1 of 1 -���' Vanguazd" Christine B Rumberger � �p , r, � F'4��, k cNi �.� , '; . . _ a'. C/O John W Rumberger Client Services:800-662-2739 20 S Lewisberty Rd Mechanicsburg, PA 17055-6050 Total report value: $38,706.66 (Total report value includes any accrued dividends.) �r..�C�S���' � � . �,� . .. .4a� tl t �N".»Ite a, �+. !f rrOVn i b � i-e`.. _...2k'. #a �v.� uhv.�r +Name Fund 8'Account Date Price Per Accrued �" Number Opened Shares Share Value' Dividends _GNMA Fund Investor Shares 0036-88014673157 11/02/2010 3,493.181 $11.06 $38,634.58 $72.08 --------- — ToWls " 538.634.58 Sr2.08 ----- --------- ----.�..�:i__.._.�:-----�.. . ,..:; ��� ����-.�..._. __:.���_--���' 'Doesn't include accrued dividends. 0535843387 02/17/2012 10:28:03 REV-i5o8 EX+(o6-iz) � pennsylvania SCNEpYLE E DEPARTMENTOFREVENUE CASH� BANK DEPOSITS 8� MISC. INHERRANCE TAX RENRN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Christine B Rumberger 21-12-0140 Include the proceeds of litigation and the date the proceeds were received by tfie estate. All property joiMty owned with right o}survivorship must be discbsed on&hedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �. Nationwide Bank Secure Money Market AIC#100000121444 9,109.04 2, Prudentlal Alliance Account#4351002214581 4,505.36 3, M8T Bank Checking Account#9842921109 5,303.21 q, PA Retlrement Trust HeaNh Insurance Premium Refund 123.49 5. Verizon Refund � �� g, Bethany Village Secudty Deposit Refund 171.07 TOTAL(Alw enter on Line 5, Recapitulation) ; �9,2�3.94 If more space is needed, use additional sheets of paper of the same size. • Statement Period: Ol/Ol/2012-01/31/2012 � Nationwide Bank� ''�e: l °t 2 On Your Side� Customer Service PO Box 2176;Cxanbecry Township,PA 16(16(r1176 Phone: 877-I-Bank-NW (877-422-65G9) Return Service Requested Christine B Rumberger 20 S Lewisberry Road Mechanicsburg, PA 17055-6050 ustomer Statement ationwide Secure Money Market 100000121444 $9,103.54 $9,109.04 OTAL BALANCE $9,103.54 $9,109.04 '� � Nationwide Bankw PaKe: z�,E2 On Your SideW PO Box 2176;Cranberry Township,PA 16066-1176 Customer Service Phone: 877-I-Bank-NW o (877-422-6569) 0 0 � u N O o Sum�nary£ot CHRISTINEBRUMBERGER Amount � Beginning Balance $9,703.54 Deposits&Credits $0.00 Interest Paid ,$5.50 Checks & Other Debi[s ���� Ending Balance $9,109.04 Fee Description Total for Total Eor This Pcriod Yeao-to-Date Total Ovetdrafr Fees ,�OAO �0.00 Total Remrned ltem Fees $0.00 $0.00 11CtiVltY Date Description Ccedits Debita Balance Ol/Ol/2072 BeginningBalance $9,103.54 Ol/31/2012 InterestPaid $5.50 $0.00 $9,109.04 Interesc Paid Ol/31/2012 EndingBalance ,�9,109.04 Interest Earned lnterest Earned Ol/Ol/2012 to Ol/3]/2012 Annual Pexcentage Yield Earned this period 0.72% Days 31 Interest Earned this period $5.50 Interest Paid this year $5.50 lnterest Rate 0.70'%, �V.7%) . ' Prudehtlal Allfence Account Services ahQia�e�pn4et�A�9�s CompanyotAmedca � Prudential ADDRESS SERVICE REQUESTED � � C°e,,5'�' +K� ,�,' � 5'q,�a � CHRISTINE RUMBERGER D�'� �, � ���ALLIANCE ACCOUNT BETHANY TOWERS 335 LESLEY RD APT 804 523 `�� Statement Closing Date: 12/31/2011 MECHANICSBURG PA 17055 JSt�- �y Account Number 4351002214581 �'��'hf' q��� �Q ,,f _ .�- P p b Qa,� � 5e��1.g - ACCOUNT INFORMATION CUSTOMER SERVICE Balance Laat Statement 54,460.04 Contact Intormatlon: Balance This Statement 54,493.90 prudential Alliance Account Services The Prudential Insurance Company of America P.O. BOX 41582 SUMMARY Philadelphia, PA 19176 �y S •CREDITS �'� Internet: owwv.prudential.com J,� - CHECKS and DEBITS 50,00 n • ENDING BALANCE . 54,493.90 Phone: 1-677-255-4262 V RATE HISTORY 8:00 AM to B:OO PM, Eastern Time, M-F Accesa to your Account Information ia also availaWe CURRENT INTEREST RATE 3.000% 24 hours a day 7 days a week. Please have your INTEREST CREDITED YEAR-TO-DATE $132.82 Account Number(located above)available when calling Toll-Free. ACCOUNTTRANSACTIONS DATE DESCRIPTION AMOUNT BALANCE 10/31 CREDIT-INTEREST JG� yt7,38 34,471.42 11/30 CREDIT-INTEREST a5 . �y� $77'04 34'482'48 12/31 CREDIT-INTEREST J`� � �q $11.44 54,493.90 ., �.� y�� , 'ry.7�.��' SEE REVERSE SIDE FOR IMPORTANT REMINDER AND UPDATED TERMS AND CONDITIONS 803-1 Page 1 . Prudential Alliance Account Services ' ThA Prudential Insurance Company of America �, prudential P.O.Box 41582 Philadelphia,PA 19176 . ADORESS SERVICE REQUESTED THE ESTATE OF CHRISTINE RUMBERGER ALLIANCE ACCOUNT C/O JOHN W RUMBERGER 20 S LEWISBERRY RD q Statement Closing Date: 2/16/2012 MECHANICSBURG PA 17055 AccountNumber: 4351002214581 - ACCOUNT INFORMATION CUSTOMER SERVICE Balance Last Statement 54,493.90 Contact Information: Balance This SWtement 50.00 Prudential Alliance Account Services The Prudential Insurance Company of America P.O. BOX 41582 SUMMARY Philadelphia, PA 19176 +CREDITS $17.39 - CHECKSandDEBITS $y5�� 29 Internet: www.prudential.com ENDING BALANCE . 50.00 Phone: 1-877-255-4262 RATE HISTORY 8:00 AM to 8:00 PM, Eastern Time, M-F Access to your Account Information is also available CURRENT INTEREST RATE 3.000% 24 hours a day 7 days a week. Please have your INTEREST CREDITED YEAR-TO-DATE g�7.3g Account Numbe�(located above)available when calling Toll-Free. ACCOUNTTRANSACTIONS DATE DESCRIPTION AMOUNT BALANCE Ot/31 CREDIT-INTEREST � $11.46 $4,505.36 02A6 CREDIT•INTEREST � $5.93 $4,57729 02I16 DEBIT-CUST REQ CLOSE $4,51129 50.00 SEE REVERSE SIDE FOR IMPORTANT REMINDER AND UPDATED TERMS AND CONDITIONS 803-1 Page 1 . " '' S '�4 y...... � l�i&T Banlc � i ' ACCOVNT N0. �. � . ���� ACCOUNT TYPE � �. � � � � .� �STATEMENT'PERIOD � �� PAGE �� 9842921109 M8T CLASSIC CHECKING W/INTEREST JAN.14-FEB.15,2012 1 OF 2 00 0 04434M NM I17 — 3969 — CHRISTINE B RUMBERGER 335 WESLEY DR APT 604 MECHANICSBURG PA 17055 INTEREST EARNED FOR STATEMENT PERIOD 0.04 TYRONE INTEREST PAID YEAR TO DATE 0.08 ACCOUNT SUMMARY �.�.-B G NN� NG�.�, s�. �.D PoSI S 8 �.:.A N R :�� U � ryG �����'�BALApCE ��'�'� %%.07HER `ADDITIONS CHECKS PAID '�SUBTRACTTONS 'SNIEREST P1) -�6ALANCE N0. AMOUNT N0. AMOUNT N0. AMOUNT 5�332.20 2 1�i36.04 1 28.99 2 6�639.29 0.04 0.00 ACCOUNT ACTIVITY . 5. .i� D� . S .S;INTER T �� K �. ��.�QTH pA Y����: '�DATE TRANSACT �� E CR PT20N t'-0TH �-� T "�$UBTRACTT� '� BALANCE�� 01-14-12 BEGINNIN6 BALANCE i5�332.20 01-20-12 CHECK NUlIBER 0370 28.99 5�303.21 01-31-12 PA TREASURV DEPT ANNUITANT 320.04 5,623.25 02-03-12 US TREASURY 303 %XSOC SEC � L016.00 6�639.25 02-09-12 REVERSE DIRECT DEPOSIT 1 6.0 5�623.25 02-10-12 INTEREST PAVMENT 0.04 `I 02-30-12 CLOSEWT 5,623.29 / 0.00 ENDING BALANCE � 60.00 CXECKS PAID cSiM!lIARY 370 01-20-12 28.99 � ANlWAL PERCENTAGE YIELD EARNED = 0.00 i DID YOU KNON TNAT VW CAN SAVE TIME BY USIN6 MiT MEB OR lpBILE BILL PAY? INA6INE ELIMINATING THE STRESS OF NAVING TO MRITE A CHECK� OR MAITIIK'i IN LINE TO BUY STAMPS. MITH M6T NEB AND MOlILE BILL PAY� YOU CAN SKIP THE HASSLE AND MAKE PAYMENTS QUICKLV AND EASILY. LEARN MORE AT MTB.COM/BZLLPAY. MEMBER FDIC. �. * e �$ r3 � �.y �t°'.�: � .,� . . m... � ,. �� # � �# �fS`� §. ' - � ; i woen��aro� , .�k ���k,!.t�<<� §�..� . , . PENNSYLVANIA�I��1,��S�BENME IT TR�l���L�I$����l���EP���E��UNT K oATE: 3/27/2012 4 0 816 VENDOR NO: REFERENCENUMBER INVOICEDATE GROSSAMOUM DISCOUNTTAKEN NETAMOUNTPAID 32312 3/23/2012 $123.49 $0.00 $123.49 TOTAL� $�z3.49 $0.00 $123.49 _ HEALTH PREMIUM REIMB . . .•. ..- . i i i . � � � � � � � . • . . : � � . � � � FOLD ALONG PERFORATED DGTT[:D LWE & REMOV[= CHECK . t ...�.a E x, ... 1 �� ��„ t r� �. �t. 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Enralt bebw or at Venzon.com�o suilanze your iirencial Vlew you Dills in delail a�vetizon.com m call 1-800—VERIZ6N(1-8U0-877-496fi). institutfon to deduct ihe amount ot your momMy bill irom En�er your ten dipfl number 717-697-2667.Uae 284 tl asked tor the threa digits � iheaqcountassacialedwilAyautencbsedclwokaM folkwingyaureccquMivmber. - . xnd paY���eatlY ta Veriza�.To disconiimre Customers with�sa6iYices can reach�s 6y TtY ai i-8b0-979-6Qdfi. � Automatic Pa�!meM.cali Vedzon.Pleaae keep a copy oi this authorizatio�. r � Ta snm��in Automatx Peyment(Sign and dste 8eiow) Acoouoi Number: 717 697-2667 284 73Y Charyes�w: ■ ltmounto+�e: #.IXt 022312 ByipnlnqaEmwlrMryNatlMwreNewetlantl Memo9ill DONOiPAY BCCBptltl tlIB bl1119011E CMdWIXH 8I wnxon.comhulapeyrerms ta eummi4c okl paymen� OOW013201 AT q.374 VPCq54110001 XX CWiISTiNE HUMBEflGER ZO S l£V115BERRY t� � MECHAMCS&1HG PA 17055-6050 1Pi��1{��1�'�ItnI1���Pl���il���td{�tl(u��t��u�li�liil�l���� bb?717D69726672842028�213299999100d00D0��t]O��D�O�DOD0�00��� . . � .. � �'M i� �� � C��izice�r�acn, Ca jiue , March 2, 2012 Estate of Christine Rumberger c/o John Rumberger 20 S. Lewisberry Road Mechanicsburg, PH 17G55 Dear Mr. Rumberger: Enclosed is a check in the amount of S171 ,07 and a copy of the Move Out Disposition. The Move Out Disposition shows the original security deposit of $223.00 plus interest of $1 .07 less 553,00 rent due for February. If you have any questions, please do not hesitate to contact me. Sincerely, �� �.�,,(�' ( Jl.,�e1_ Carol Cline Administrative Assistant Cec Enclosure(s) ,. � . � Move Out Disposition BETHANY TOWERS From: BETHANY TOWERS Date : 2/23/2012 335 Wesley Drive Phone : 7 U-591-8309 Mechanicsburg PA 17055 To: CHRISTINE RUMBERGER Vacated Unit: 1 604 c/o John R�.imberger Date Moved In : 10;17/2008 20 S. Lewisberry Rd. Date Moved Out: 2/6/2012 Mechanicsburg PA 17055 Social Security# : 185-12-9843 SeCUtity Deposits Deposit Previous Remaining Paid On Description Reference Paid In Balance Withdraw Balance 10/20/2008 Securitv Deoosit 861 223.00 223.00 223.00 0.00 Totals: 223.00 223.00 223.00 0.00 Charge Details (Forfeit/Refund) Original Previous Forfeit/ Remaining Posted Effective Reference Charge Balance (Refund) Balance 02/Ol/2012 02/01/2012 Rent: Unit- 1 604-February 2012 258.00 258.00 258.00 0.00 02/06/2012 02/06/2012 M/O for 2/2012:Rent: Unit- 1 604 (205.00) (205.00) (205.00) 0.00 02/23/2012 02/23/2012 Interes[Payment (1.07) (1.07) (1.07) 0.00 Totals: 51.93 51.93 51.93 0.00 Total Sewrity Withdraw : 223.00 Less Total Forfeit: 51.93 Refund Check#1336 on 2Y23/2012 in the Amount of 171.07 Reason:Deceased TP35 IPM-Software,Inc. 0223/12 10:13:33 AM Pege I of I Rev-isii �+ �io-o9) �pennsylvar�ia SCHEDULE H OEPFRI'MENTOFREVENIIE FUNERAL EXPENSES AND ,NHearnn�cernzaEruaN ADMINISTRATIVE COSTS RESIDEM DKEDENT ES?ATE OF FILE NUMBER Christine B Rumberger 21-12-0140 Decedent's debts muet be reparted on Schedule I. ITEM NUMBER DESCRIPT[ON AMOUNT A. FUNERAL EXPENSES: 1' Funeral Expenses Funeral Home Charges 6,878.00 Death Certificates 60.00 Grave Moving&Monument Reset and Lettering 1,200.00 Newspaper Notices 276.07 Miscellaneous 298.40 z. Funeral Luncheon 349,80 B. ADMINISTR4TIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) _.___.___._..._ _.. ..._ .._._ _.__ _..._. _.-- Street Address .._.. ___. ._._ _.._..... . . .__ ...._.. __... . CiN .__ _.._ ___. _ ... . ._..State ___ZIP ._... .. _.. Year(s)Commission Paid: ._.._ ._.. ... ___. . .._ . .. . _._...____._..._._. ... ._.. ._.._....._. 2• Attorney Fees: 3. Family Exemptiom (If decedent's address is not the same as claimant's,attach explanation.) Claimant ._.. . . ____ ____. __. ..... _.. . .. _..__. __.._.... . ... _.____._ Street Address . _.._.___..__.__.. .. . __.. ........ ...._ ._...... ____ .... . City . . .__. .__. ..._.. ....._ _.__ State .._..ZIP _._ . . ... .._...._._ Relationship of Claimant to Decedent __.. _..... _. .._ . . . ... _._._ _ _.—---_.. 4. Proba[e fees: 5. AccounWnt Fees: 6. Tax Return Preparer fees: 750.00 �• Comm of PA-Retum of Retirement Check 80.43 a. Verizon-Final Telephone Biil 74.68 9. West Shore EMS 905.06 �o. Pinnade Health Systems 10.00 �i. Carlisle Regional Medical Center 50.00 Subtotal From Addi6onal Pages 1,791.05 TOTAL(Also enter on Line 9, Recapitulation) ; 12,723.49 If more space is needed, use additional sheets of paper of the same size. F£V-S S t t EX+ (10-09) � pennsylvarria SCHEDULE H pEPARTMEMitlfftEYENUE FUNEtL4L EXPENSES AND INNERRANCE TAX RENRN ADMINIS7RATiVE COSTS 0.E$IDENTDECEDENr ESTATE OF FILE NUMBER pecedenYs debts must be repor[ad on Schetlule I. ITEM NUMBER �ESCRIPTION AM4UNT A. FUNERAI EXPENSES: 1. e. ADMINIS7RATIVE C0575: i. Personai Representative Commissions: Name(s) of Persanal kepresentativeie) ...._.. __..._.. ..__... . ......._ _.. _.._....__.. Street Address CiN ..... .,._ ...._ ...__ _._ State _.._ZIP .. _... . __ Year(s)Commisslon Paid: . ,_ __ ._. __ . ..__ . .. ._ ._. ...._._ . _.. .____ 2 Atromey Fees: 3. Famiiy Exemption: (If decedent's address is not the ssme as claimant"s,attach�pianation.) Claimant __._ ...... . ,._. _._.. .__ ___ ___. . ...... Street Address .,,.. . ._..._. , .__...._ .____ .._._ _.... ..___. ._... ... Ciq' ....... .._... ._.. . ... _..... ..._.State __.ZIP __._ . ,... Relatio-nship o-f Gaimant to Decedent . ___ .__ ____ ...__ .. ._._ .._... 4. Proba[e Fees: 5. Actountant Fees: 6. Tax Return Freparer Fees: 12• Newvii{e Ambuiance 943.20 is. Cumberland Goodwill EMS 649.75 ta. M&T Sank Check Printlng 13.50 �5. USPS-MailingCosts 1.10 ts. Apartrnent Cleaning 44.40 1�. ShortCe�ificates 143.50 TOTAL(Also enter on Line 9, Recapitulation) ; 1,791.05 If more space is needed,use adGitional sheets of paper of the same size. R�V-1513 EX+{pi-SO} �pennsylvania SCHEDULE J 6EpARTMENTOFREYENUE iNMENTANCE TAX RENRN BENEFiCIARIES RESIDEM DKEDENT ESTATE 4F: fILE NUMBER: Christine 8 Rumber er 2it12/0140 REIATIpNSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSpN(S)RECEIVING PROPERTY DO NOt List T�u&tee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Inciude autright spovsai distrihutions and transfers under Sec.9136(aj(1.2}.] 1 John W.Rumberger 2p S.Lewisberry Road t�echsnicsburg,PA 17055 Son 50.04°k 2. 3iarry A.Rumberger `2$92 State Rpad 594 Clearwater, fL 33759 Son 50.00°l0 ENTER��LLQR AMOUNiS F(7R D(SFRIBUTfONS SHOWN A80VE ON L1NES 15 TNROU6H 18 OF REV-2504 C04ER SHEET,AS APPROPRIATE. ti NOfl-TAXABLE DSSTRiBUTfONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION Tp TAX IS NOT TAKEN: L ..... .... B. CHARRpBLE AND GOVERNMENTAL DISTRlBUTIONS: 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBU'fIONS ON LCNE 13 OF REV-1500 COVER SHEET. $ IP more space Is needed,use addidanai sheets of paper of the same sixe. REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA No. 2012- 00140 PA No. 21- 12- 0140 Es ta te Of: CHR/STINE B RUMBERGER (Firs(,Mitltlk,Las(1 Late Of: LOWERALLENTOWNSH/P CUMBERLAND COUNTY Deceased Social Security No: 185-12-9843 WHEREAS, on the lst day of February 2012 an instrument dated November 18th 2004 was admitted to probate as the last will of CHR/STINE B RUMBERGER lFirsp Midd/e,tas4 late of LOWER ALLEN TOWNSH/P, CUMBERLAND County, who died on the 23rd day of January 2012 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBA UGH , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARYto: JOHN W RUMBERGER who has duly qualified as EXECUTOR/R/X) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the lst day of Feb�uaiy 2012. � � eg�srer o � � � eP **NOTE** ALI, NAMFR ARnVF. APPF.AR lFTQ.cm n.�rnnr.c t.acmi . . . � IICV�.`ii:ti�e' ti7!:I.i7_ - . . .. " LAST WILL AND TESTAMENT . 'ttil2 FEB-1 RM 4� 38 E�ERK OF,,,� I, CHRISTINE B. RUMBERGER, of 1067 Logan Avenue, Tyr4��� e 16686, heing of sound and disposing mind, memory artd undersEanding, do hereby make, publish and declare this, as and for my Last WIII and Testament, hereby revoking and making null and void any and all Wllls and writlngs in the nature thereof by me at any time heremfore made. I. I dired that all my Just debts and funeral expenses, including my gravemarker, shali be pald from my residuary estate as soon as practicable after my decease as parc of the expenses of the administratlon of my estate. II. All federal, State and other dearh taxes payable because of my death with respect to the property forming my gross esiate for tax purposes whether or not passing under this Will, including any interest or penalty imposed in connedi�n with such tax, shall be considered a part of the expense of the administration of my estate and shall be paid out of the principal of my estate I ��/\ wiithout apportlonment or right of reimbursement. ili. All the rest, residue and remainder of my estate, both real and personal, of whaucever kind and wheresoever situate, I hereby give, devise and bequeath m my husband, Zilfan D. Rumberger, if he survives me by sixty (60) days. IV. If my husband, Zilian D. Rumberger, shouid fail to survive me by sixty (60) days, then and in that event, 1 hereby give, devise and bequeath all the rest, residue and remai�der of my estate, both real and personal, of whaucever kind and wherescever situate,to my issue, equally, per stlrpes V. I do nominate, constitute and appolnt as Executor of this my Last Will and Testament,John W. Rumberger. In the event an altemate or successor Executor be required, 1 do nominate, constitute and appoint as such, Harry A. ' Rumberger. My Executor and alternate or successor Executor are hereby excused from furnishing bond for the faithful performance of thely duties in any Jurisdiction and are hereby authorized and empowered to sell my real and personal property, at public or private sale, at such a time and in such a manner as may be deemed wise, and m make, execute, acknowledge and deliver good and sufflcient deed or deeds therefore to the purchaser or purchasers thereof. IN WITNESS WHEREOF, �, CHRISTINE B. RUMBERGER, the above named Testatrix, have ta this my Last Will and Testament, set my hand and seal this � day of l�erir,rr7{J*ir , 2004. ��i��� �� - �-� � - CHRISTINE B. RUMBERGER � Signed, sealed, published and declared by the said CHRISTINE B. RUMBERGER, tfie above named Testatrix, as and for her Last WIII and Tesument in the presence of us, who, in her presence and at her request and in the presence of each other, have hereunto subscNbed our names as wimesses. , /� ,, I7 r�.E�.E.�,!� (a. �e�.�.�n��,,.. ���r-a.«<p.: Address: 1543 Dry Run Road Address: 1700 Adams Avenue D�n�n�!�le. PA T6635 Tvrone. PA 16686 STATE OF PENNSYLVANIA . . SS COUNTY OF BIAIR . We, CHRISTINE B. RUMBERGER, Lorena A. Baughman and Judy W. Houser, the Testamix and the witnesses, respectively, whose names are signed to the foregoi�� Will, being first duly swom according to law, do depose and say that the Testatrix signed and executed the foregoing insvument as her Will, that she signed willingly, that she executed it as her free and voluntary act for the purposes therein expressed, that each of the witnesses, in the presence and hearing of the Testatrfx;signed the Will as wimesses and that to the best of the knowiedge of each of them the Tesutrix was at that tlme eighteen years of age or older, of sound mind and under no constraint or undue influence. �,���,�3�•��� CHRISTINE B. BERGER n " �lY1�14"_�.c�r�l.v�tnr�.,,,, . Wimess U �l/ [jls��� � w lL.' � U Wimess Subscribed, swom to and acknowledged before me by CHRISTINE B. RUMBERGER, the Testatrix, and subscribed and sworn to before me by Lorena A. Baughman and Judy W. Houser,witnesses,this �'day of /l.�c"�nbz> , 2004. ��:cr�,1'►� :�+��G`� Notary Public My Commission Expires: Camer�wdhd � NO?AIYAL8FJIL ' � . � EMedB.ti�i4NoY�YI'ubl� � 'iy�ane Qlul�yd&ar My Caimiskn Sept 29�2009 . w �: � c�� � ,� �� � �u,: oo�,u, .� .�, �..�,�:,�,� No n ¢u�uo �o c ��'., s Y,� v� z px � x .� � x w r ��� � ;' �� � � �� I.I.! ..1 .-i � � I � � o � l i � o � o Y i � � � � � _'�P LL. '- �J X W i �.1 N _l -`1 � — 1= W ; `L m 's r" '� " � � U ra W � 5 O x E g. . fk �'°� O �",�st�"'� ' U W M neG.i°'�,�" „�..mTi �. � U1 a' O ;', ::;�:..� ' z a a � s e��r. i � r-i �n �: �" �`;� !, 0 3 W �C a� .•,,;� .�° j Gsi U] 4L . 8�... ! 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