HomeMy WebLinkAbout03-10-14 � 150561D140
REV-1500 � �02-11)(FI)
PA Department of Revenue
OFFICIAL USE ONLY
Bureau of Individual Taxes INHERITANCE TAX RETURN Counry Code Year Pile Number
PO BOX 280601 2 1 1 3 0 7 1 4 �
Harrisburct,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Mnn�DYYYY Date of Birth MMDDYYYY
0 6 1 3 2 0 1 3 0 6 2 9 1 9 3 3
DecedenYs Last Name Suffix Decedent's First Name MI
F E N T 0 N J E A N E T T E L.
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
Q 1.Original Return � 2.Supplemental Return � 3.Remainder Retum(Date of Death
Prior to 12-13-82)
� 4. Limited Estate � 4a.Future Interest Compromise(date of � 5.Federal Estate Tax Return Required
death after 12-12-82)
❑X 6.Decedent Died Testate � 7.Decedent Maintained a Living Trust 8.Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
� 9.Litigation Proceeds Received � 10.Spousal Poverty Credit(Date of Death � 11.Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedufe O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
A D A M P • B R I T C H E R 7 1 7 5 6 7 3 1 3 9 :
.
REGISTER OF WILLS USE ONLY
First Line of Address � ."�—_,,'
2 3 2 M A R K E T S T R E E T � � - � '
��: �., � .._ � 1
Second Line of Address �3 r�, � �� � i
�' t �i i
�. �.:.k!"'�'+
C!` � .1 T�'�, I
0 f.ti
City or Post Office State ZIP Code M1 1LE� � - � `r?
C�' ___ -r� I
N E W P 0 R T P A 1 7 � 7 4
D� �, `��J
� �
Correspondent's e-mail address:
Under penalties of peryury,I declare that I have examined this retum,including accompanying schedules and statements,and to the best of my knowledge and belief,
it i e,correct and complete.Declaration of preparer other than the personaf representative is based on all information of which preparer has any knowledge.
GN T OF R N SPONSIBLE FOR FILING RETURN DATE
DDRESS•
6980 E RIDGE ROAD NEWPORT PA 17074
SI F REPRESENTATIVE DATE
�
DRE
232 MARKET STREET NEWPORT PA 17074
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505610140 150561014D �
� 15�5610240
REV-1500 EX(FI) DecedenYs Social Security Number
DecedenPs Name: J E A N E T T E L • F E N T 0 N
RECAPITULATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . 1• � • � �
2. Stocks and Bonds(Schedule B) . .. . . . . . . .. .. . . . . . . . . . . . . . . . . . . . . . . . . . 2• '
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . .. . . 3. •
4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . .. . . . . . . . . . . . . . . . . 4. •
5. Cash,Bank Deposits and Misceltaneous Personal Property(Schedule E). . . . . . . 5. 3 � 5 2 . 8 9
6. Jointly Owned PropeRy(Schedule F) ❑ Separate Billing Requested . .. . . . . 6. •
7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property
(Schedule G) � Separate Billing Requested . . . . . . . 7. .
8. Total Gross Assets(total Lines 1 through 7) .. . . . . . . .. . . .. . . . . . . . . . . . . . 8. 3 0 5 2 . 8 9
9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . .. . . . . . 9• 1 4 1 6 5 . 5 3
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . . .. . . ... . . . . 10. 1 2 2 6 7 . 9 4
11. Total Deductions(total Lines 9 and 10) . .... . . . . . . . . . . . . . . . . . . . . .. . . . . 11. 2 6 4 3 3 . 4 �
12. Net Value of Estate(Line 8 minus l.ine 11) . . ... .. . . . . . . . . . . . . . . . . . . . . . 12• - 2 3 3 8 � . 5 8
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has notbeen made(Schedule J) . . . . . . . . . . . . . . .. . . . . . . 13. .
14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . ... . . . . 14. - 2 3 3 8 0 . 5 8
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.0 _ � . 0 0 15. � . 0 0
16. Amount of Line 14 taxable
at lineal rate X.045 • 16. � • � �
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 0 0 17. 0 . � �
18. Amount of Line 14 taxable
at collateral rate X.15 0 • 0 � 18. 0 . 0 0
19. TAX DUE . . . . . . . . . . . . .. . . . . . . . . .. . . . . .. . . . . . . . . . . . . . . . .. . . . . . . . 19. 0 • 0 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Sid¢2
� 1505610240 1505610240 �
REV-1500 EX(FI) Page 3 File Number
Decedent's Complete Address: 2� 13 0714
DECEDENTS NAME
JEANETTEL. FENTON
STREET ADDRESS
420 W. SIMPSON STREET
��.n, STATE Z�P
MECHANICSBURG PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 0.00
2. Credits/Payments
A.Prior Payments
B.Discount
Total Credits(A+B) (2) 0.00
3. Interest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred ...................................................................... � �
b. retain the right to designate who shall use the property transferred or its income ...............................
X
c. retain a reversionary interest ..................................................................................................... ❑ ❑X
d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ 0
2. If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? X
.......................................................................................
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ ❑X
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a beneficiary designation?.................................................................................................. ❑ �
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)).The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are stili applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased chiid 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 the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in p2 P.s.§s��s(a)(�p.
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
REV-1502 EX+(12-12)
pennsyivania SCHEDULE A
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
JEANETTE L. FENTON 21 13 0714
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real propertyr that(s Jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1. Real Estate and residence located at 420 West Simpson Street, Mechanicsburg,
Mechanicsburg Borough, Pennsylvania as described in the attached Deed as recorded in
Cumberland County Recorder of Deeds Office in Book X20, Page 176.
VALUATION SUSPENDED PENDING SALE. 0.00
TOTAL(Also enter on Line 1,Recapitulation.} S 0.00
If more space is needed,use additional sheets of paper of the same size.
REV-1508 EX+(08-12)
pennsylvania SCHLDULE E
DEPARTMENTOFREVENUE CASH, BANK DEPOSITS �MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSOPIAL PROPERTY
ESTATE OF: FILE NUMBER:
JEANETTE L. FENTON 21 13 0714 '
Inciude the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER VALUE AT DATE
DESCRIPTION OF DEATH
1. Checking account#5070094017 with date of death balance of 1215.93. See attached 1,215.93
letter from PNC Bank dated July 12, 2013.
2. Savings Account#5030022916 with date of death balance of 1023.15 plus .01 accrued 1,023.16
interest. See attached letter from PNC Bank dated July 12, 2013.
3. Miscellaneous personalty and household contents 750.00
4. Avalon Insurance Refund 63.80
TOTAL(Also enter on Line 5,Recapitulation) � 3 052.89
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+(10-09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JEANETTE L. FENTON 21 13 0714
DecedenYa debts must be reported on Schedule L
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Myers Buhrig Funeral Home 610.63
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s) Paul Robert Fenton 5,900.00
StreetAddress 6980 Middle Ridqe Road
Ciry Newport State PA z�P 17074
Year(s)Commission Paid:
2. ,anomeyFees: Allen E. Hench Law Office P.C. 6,500.00
3, Family Exemption:(If decedenPs address is not the same as claimant's,attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 348.50
5 Accountant Fees:
6. Tax Retum Preparer Fees:
7. Estate Notice and Proof of Publication in Carlisle Sentinel 221.40
8. Estate Notice and Proof of Publication in Cumberland Law Journal 75.00
9. Register of Wills 2 Short Certificates 10.00
10. Miscellaneous and final probate 500.00
TOTAL(Also enter on Line 9,Recapitulation) S 14 165.53
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+(12-12)
pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT�
INHERITANCE TAX RETURN MORTGAGE LIABILITIES�LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JEANETTE L. FENTON 21 13 0714
Report debts incurred by the decedent prior to death that remalned unpald at the date of death,including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION VAOF DEATHTE
1. Loan Account#4003048109974494 with date of death balance of 8,479.76
See attached letter from PNC Bank dated September 4, 2013
2. Nationwide Insurance-Homeowners insurance 58.17+ 58.17+ 58.17+68.17+68.17+ 476.18
56.92 +54.21 + 54.20
3. Wells Fargo Credit Card 26 9$
4. United Water 17.47+11.36+ 17.47+ 11.68 + 17.74 + 11.42 + 17.74+ 11.54 116.42
5. Comcast 14.61 +4.74
19.35
6. UGI 25.78+26.86 +26.19+25.87+26.19+65.24+ 132.07+ 164.92 493.12
7. PPL Electric 29.42+35.80+2g,g4+ 33.46+35.21 +23.45+27.04 +27.97 242.29
8. Sisson-Boyer Eyecare 25.00
9. Verizon
15.17
10. Borough of Mechanicsburg Sewer/Trash 126.00 + 126.00+ 126.00 378.00
11. Barry Heckard Real Estate Taxes 1,495.67
12. Miscellaneous
500.00
TOTAL(Also enter on Line 10,Recapitulation) ;
12 267.94
If more space is needed,insert additional sheets of the same size.
REV-1513 EX+(07-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
JEANETTE L. FENTON 21 13 0714
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distribuGons and transfers under
Sec.9116(a)(1.2).]
1. Paul Robert Fenton Lineal
6980 Middle Ridge Road 25% Residuary
Newport, PA 17074
2. Denise J. Fenton Lineal
6980 Middle Ridge Road 25% Residuary
Newpart, PA 17074
3. Tonya E. Fenton Lineal
1010 Lincoln Street 12.5% Residuary
Duncannon, PA 17020
4. Cortney M. Fenton Lineal
6980 Middle Ridge Road 12.5% Residuary
Newport, PA 17074
5. Tiffany A. Fenton Lineal
6980 Middle Ridge Road 12.5% Residuary
Newport, PA 17074
6. Vincent W. Schmaltz Lineal
68 MeadowBrook Rd Trlr Park 12.5% Residuary
New Cumberland, PA 17070
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. s
If more space is needed,use additional sheets of paper of the same size.
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trust provisions of Item Third hereinbelow. i
E. I give,devise and bequeath one(1)equal part of my residuary Estate unto my �
grandson,namely,VINCENT W.SCHMALTZ,subject,however,to the protective trust
� provisions of Item Third hereinbelow.
T�iIRD. If any beneficiary named hereinabove has not attained the age of thirty(30)
years at the time of distribution of my Estate,T order and direct that the distributive share of
each such person shall be paid over and delivered unto my testamentary Trustee hereinafter
named,IN TRUST,NEVERTHELESS,to hold,manage,invest,accumulate income and
reinvest until said beneficiary attains the age of thirty(30)years,at which time said trust shall
� be terminated and the net proceeds thereof be paid over to the beneficiary absolutely.
I authorize and empower my said Trustee to invest the assets of said trust in any
reasonable manner and not be limited or restricted to so-called"legal"or statutory investments
for fiduciaries.
I designate any trust hereunder to be a spend-thrift trust. The beneficiary shall have
no right to invade,pledge,assign or otherwise dispose of the assets of said trust(including
income)nor shall any creditor of a beneficiary have any right to seize,levy or execute upon
said assets by reason of any pledge,assignment or other transfer,voluntarily or involuntarily,
made by said beneficiary.
LASTLY. 'I nominate,constitute and appoint my son,namely,PAUL ROBERT
FENTON,to be the Executor of this,my Last Will and Testament,and Trustee of any trust
created under Item Third hereinabove,but if for any reason he should fail to qualify as such
Executor or Trustee,or cease so to serve,then and in that event,I nominate,constitute and
appoint m�daughter-in-law,namely,DENISE J.FENTON,to be the Executrix hereof and/or
Trustee hereunder,each and both to serve without bond or other security as a condition of
qualiticati�n as a f duciary hereunder.
IN WIINESS WI-iEREOF,I,JEANETTE L.FENTON,have hereunto set my hand and
L4W OFFICES
SNELBAKER 8c _2_
BRENNEMAN,P.C.
i
eal to this my Last Will and Testament,which consists of three(3)typewritten pages to each of I
hich I have affised my signature this 10�'day of March,A.D.Two Thousand Nine(2009).
(SEAL)
anette L.Fenton
The preceding instrument,consisting of this and two(2)other typewritten pages,each
dentified by the signature of the Testatrix,was on the date thereof signed,sealed,published and
eclared by JEANETTE L.FENTON,the Testatrix therein named,as and for her Last Wil]and
estament,in the presence of us,who,at her request,in her presence and in the presence of each
ther,have;ubscribed our names as witnesses hereto.
' �`r��-
_ �����
OMMONWEALTH OF PENNSYLVANIA)
OUNTY OF CUMBERLAND � SS.
)
We,JEANETTE L.FENTON,RICHARD C.SNELBAKER and SANDRA K.
HOWERS,the Testatrix and the witnesses,respectively,whose names are signed to the
ttached or foregoing instrument,being first duly swom,do hereby declare to the undersigned
uthority that the Testatrix signed and executed the instrument as her Last Will and Testament
d that she had signed willingly,and that she executed it as her free and voluntary act for the
urposes therein expressed,and that each of the witnesses,in ihe presence and hearing of the
estatrix,signed the�'dill as a witness and that tc t�e best of his or her knowleclge,tne Testatrix
as at that iime eighteen years of age or older,of sound mind and under no constraint or undue
nfluence.
�� _
Testatrix
��
Witness
— `.XI�CG�l'�aT'�7�'t(��...
Witness
Subscribed,sworn to and acknowledged before me by JEANETTE L.FENTON,the
estatrix,and subscribed and swom to before me by RICHARD C.SNELBAKER and
ANDRA K.SHO�VERS,the�vitnesses,this 10`h day of March,2009.
, , ;/' /
uw o�ces COMMONWEALTH OF PENNSYLVANIA � .�, ,� /��� �
f �,, / ..
Notarial Seal /�; /; .t,:% /�
$NELBAKER 8C Notar Public �'`r��
BRENNEMAN,P,C. SU52IILMaGa�,NotaryPUbfic Y
Mediantcsburg Boro,Cumberfand County
My Commissbn E�ires Nov.24.2011
Memher.Penn..a��?„i:s«���a�i��of Notarfes
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o/our Lord o�ee tAowand nine kundred si�cty—three (1963). {n the yaar ..
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GEORGB g, RIIPP of Lower Allen Township Cumberlaad 'f'
�� County� Pennsplvania Saecutor of the �ast Will and ��
Testament of FLORENC� A. RIIPP� Deceesed late of � �:
, � the Borough �f Mechanicsburg Cumberland Coimtq� i
Pennsylvania� party oP the f;rst part �i
. ' � !
A ,
D � tI,
' �VEY J' FE�iT�N and JBANSTTB L. F'ENTON hia wite� j�
ot the Borough of Mechanicsbure� Cumbsr�and County� '
! P�nnrqiv�hi�� p�rLio■ of th� i�oond yarZ. '`
! '�
If � �
I�
�r ���� the seid FLOASNCS A. RUPP dur3ng her lifetime ''
became seized end posseased'of the real eatate'hereinafter
� doscribed; and �
• ��3, the said FLORENCE d. RUPP died on March 26�' 1963�,
3eaving a Last llill and Testament which has been duly proved
and recorded in the Office of the Rsgister of Wills in and for
Cumberland Gounty� Pennsylvanias end �
l�EREA3� on the 2nd dey of April� 1963� the said Register
of Wills appointed the eaid George S. Rupp esecutor of the I,ast
Will and Teetement a1'or9said� ari8 iesued Letters Teatamentarq;
and • . �
.
.��� the said George S. Rupp� �ecutor� makea and exe.cutea �
• this deed on the autdoritq oP Beotion 541 of the Fiduciariea Act "
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NOW TNIS INDENTURE WlTNESSETH,that the said �
! and party of tke flrst art b virtue of theEORGE E. AUPp� F,xecutor i �
� aforesaid p Y �
/ a d in to�i.vidc atiort o lhc st�m o S P�per a17d authoritp
' � �0�100 - - �$����0.00) _� even Thousand SBVen Hur�dr a i }�
� f to him ' ' � � � -Dnlfara lrtmJ�rl mnrir.y of thFL�i7Frl�a�ca, ; �
� . in hand p¢id Gy lJi��¢(d oarties•of the second part . �
� . ,
at¢nd b%re•the scalinp an.(delivery hereo/,the � t
receipt whereo/iy hercby¢���y�ledped � '.
+��,�icyred,releasr.rt rtnd�onfinr�ed,afid by tkeae prucnEag Uranted, 6urpained, �
does � �
� �
perties Of D�ant,b¢r0¢in,setl,alien,rt7eaae¢nd con �
the second part� their heirs and assigns� �rn urilo the a¢id �I 0 :
ALL that certain western side of the double dwellin I �
and lot �f ground sitvated on the north side oP West Simpsonuse � i �
Street, in the Horough of blechanicsburg County oY Cumberland I
� � I todmitcte of PennsyZvania� bounded and c�escr3bed as follows� ,
I ' B�r�2NG at a puint oa the curh line on said West Sim �
Street at corner of oroperty (eastern half) of Dorothy Hess;
thence north through�the center of the vartition of said double I
dvielling house seventy and one=tenth �
• the rear of sa�d bul2dine; thence northwestwardlp alon point at '
said Dorothy Aess seventy-eight and five-tenths ( g� g lot of '
stake at Locust Alley; thence along said Alley westwardieet to a �
two and five-tenths (22.5) Peet to a stake at corner of lotwnowY �
°'med by Albert J, DBArire and Eva DeYlipe� his wiSe thence along �
said lot southeastwardly one hundred'forty-five an� thirty-flve �
one-hundredths (145.35) feet to a point on the curb line of said
�Yest Simpson S},TeSt; thence along said curb line eastward fifteen �
and four-tenths (15.4) feet to the place of BEGINNING� haying
4 house� numbered 420 W@gtegim�soah5treet aMechanicsbure dpelling ; �
sylvania. P .
. � B r nri- ! .
HEING tha same '
Florence A, gu Pretaises� the title to which Decame vested in
� Gross� ExecutorpotY the P011owing deedso (1),Deed of Charles R. � �
deceesed, dated Julthe Last W111 and Testament of Samuel E. Gross�
Y 20 1932 and recorded in the Office� of the
• Recorder of Deeds in and for �mberl�nd Couritp p y I
Deed Book "H" Voiume il, Pa e 931� to Clera B�izabeth1EDeriy �
_ and Florence.hberly Rupp (y� Deed of George S. Ru �
of the Last �J311 and Tes�ament oP Clara S. Eberl pp� �eCUtor `
dated March 16, 1951 end recorded in the RecordeT'seOfPice�atore- I
said in Deed Book "P'=� Volvme 14� Page �1p� to Florence A. Rupp� � �
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TOGETHESwtthallQ„d,�,,,y�r the said lot of ground� buildings �
waya,watera,water.eo�du�riykta,k3e*tier,Pr+vilevcr, hcreditnmen4 and nPP�rtenanu� wAa�
roever thessunto beJonp{n0,or fn anywiss aPP�taininp,¢nd tke reveratons and semai�dm�reuts,
[aauu crd P�nhb thereof:and¢lao,nll!he atate,ripkt,titlt.fntertat,vac,truat,prop�►tY,Po+�i- �
� � fOf����m a�d�mand mhctaoev�r, of the said Florenca A. Ru
i
Pp �
� in taw,e4u��Y or olhenuiae koweoever,ol.i+i,to or onE o/the ertme: I �
TO HAVE AND TO ROLD,the aasd lot of grourid�' buildings�
heredrtameata Qn�pt��t8 hmeby prn�d Qx�rcltased,or>nentioned¢red m��ao to be,urith
the appurtenartc�8��to tke aafd �
parties oP Che second part� their heirs
und naaiOns,to and Jor the only proper use¢xd bekoo/oJ the aeid peYCi09 of th9
second pert� their heirs
or neaipng,/orevcr. "
� A�ui the aaid George S, gupp� �ecutor and party of the first
• does
eovenaat,prorn{ye Q�apree,to end soith the aeid Pert�
parties of the second part�
their heirs an
eheaaid 6eor. pp� ExeCUtoT and gp�a�theae.prcaenla,thnt �e
. 8e S. Ru
1�a! fto!atonq cofntnftlod�or knowlnply os fptUtnply au8'erad Lo De doxo or eom 1 lyd,any ool,
+nalt►►or tAtxp�nAeboever wAartby tAe f>►tmuw A►rrbV Oraeled,oi ueY D+tr!�tArrro/r t+.sro.�halt
or rney 6e tn�peeeAed,elinre�or tnexmper�d,rK lftfe,oArtrps,e�letn,or otAeryntie Amaim�er.
1N lY1TNES3 WHEREOF,tAe�aid party of tAe/Er�t part ha e Aereunto aet his
hand rtnd aertl ,Ehs day and yertr�tri1 Q6ove�urit�en.
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Testamen�._g�_F�,4�'A1nC4►...A....,Axt --• .
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State o/ Pennsylvania 'I
�i
� � Coee�ey o) CwabePlarid aa. � �
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On tAia,tAe !!
�(>�� day o/ �;
( : ,tB(>3 ,be/ore me .�
j ihe rrnderaipncd odicer,yersonaUy appeered Georg S. Rtip�� r���y��y vi I;
� �'==� "�■� Te�rament op Fl�rence A. Rupp� �e iast � �
o/tAo Stets o/ Pennsyivania couney oi Cumberland �
me(or a�ie/aeln►s�Y Proven)to bs tAe Pe+'+on deseri6ed in ths/oreyoieD ftutrument,and�!- � �
�D�tAa� ht ctccided the aame in l)le tapueiEy tkereia atated and jor the pu,poau therein
.. conErtt�+ed. �
' In witnu�wkereoJ,1 kereun�o�e�f�y �o��aeal. � �r
{r � { L�e6� eerM1f) ti�t �i• Twd.x� ' n.;�'�•.:,I, .�.•...•.ee I ,f
€ . Y.y 1lU16A1tET�IFRIpiIRf�USryr:\�� '••''0"'1
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f 1��I�s�W➢�1s Yu h��et 96ke�+'���r;I. E
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Juls� 12, 2013
Ad�P B�'it�.he?-Esq.
�111en�.Elench L�.�•
Uffice 1'.C..
232 :vlark�t Sr
New���z'c,PA 1?Q�-�
IwE: Jeau�tfe I,Fei�ton
SSN: 208-�4-2?R5
DQ:D: 0E-13-?Gt3
Dear�vlr. Britcher:
Tn r�sponse to�v�ur ze4ues:for bai��f rseath (I�01�)ba�ances for the custcmrr noxec� �b��ve, t7ur
recards show the folia�x�zz��;:
Chec�itng Acconnt
Accoorit�5070094Q17 Established. 06-L-194p
JEAl��'1 TE L FENT4N
llOn balance: S X,?1�.93 non intzr�st bcarir,�
Savin�s Accunnt
Acc��nnt� 5Q3G4Z2916 �stablished: 1 G�OI-1994
J�3NET'TE L F�'NT4N
�OD ba�an.ce: $ 1,0`?�_15-� U_U1 accnied interest
lxitzre::c paid G 1-fi l-2013 tluu G6�13-20I3 � 0.11 YT'J
Lo$n Accoubt
The dec.edent rna.irir,asned 7,oan Account 4GQ3448X 09�74�94. Fc�r f`d�rtbr>r infar�ataon and assista�cz,
r.,—�r�lPacp Cr,:y.T.a,,,i �-ft4Q_'j�`-:ery.`v.�i. 11 u�i� �vU1G�ctCil'rA��CI S�'Sfiunz. �iease 5tate the v�'UIC�"�perator��
.-. -
and foll���the pr�mpts tu spe�tU a Loan Pin..auc;�al Service C.uilsultax�t.
�'le�se nc�te Yha[Chis olfice gir+vi�,s dat�of deattl balsnces tor�a�c�sit;tc.�:.UUnts�tE�,As,i"r7�,C:hecY,ing and
S�vi�gs j. '�ti'e[io not�ro�ess amy fi[afin�iA! �ruriSdC�i4h8 Or j�lre�w i(1e st;sien�e:�tS. Ii v��u need assisL�r.ce with
aLy of these it�ms,ptease c�:.[ 1-$$R�F'I�iC-�A,�VF�(]-&88-�7e�-226ti j c,r stop b}'y�ur iocal�'NC Sank branch
�ffice,
Sin�:rel}�,
?:ational Financi:�l Ser��iccs C�r�C�r
?N�Banl:.,N'..�.Men�ber FI?1C
F'a�e 1 a£"'
�1�. �L. �J �.i �� iJ!��� �'iJ� L�CCiI; !��;, 1L�� F� �;'j
�t:.�izssage i,s intef��l��'f>r Ti��u1e c:i rne i��di��ic����z%o�•er��iry to ti��lticF: �r za ucl<lres•s�d�7n��'tr�a�.�
cv�tfcrir�ir�f�;•r�tcirior, tlEcxt is pr•iv�'1e�e�' cc�r f��?ef�cica�czrzc��x�nipt fi�orn ilisci_nsttr� :�rtc+er;�ppliccahie l�n�-.
lt`�i{te rr���ar,�*rhis rFlcss�,�E ia'r�oc rl�e+ i��r�r�ic��l�•eci.�ien;ur r.k�e �:rrr,�lv��E•e vr a��ert:res�vnsthl�Jr)r
il2ltv�rin�lJt;�)neSs�tSe to r1te. �r:�encle�rr^.:ipie�7,. 7:u.r<<re h�re�1-n.�ritied rf-1,a'cT�t)'cll��SE3tlfYtix�:C�Yc,
clt,��t'r'i0u�is�n or co�.?:t�in2[�f�y,f��umr�turi:.cxtio�t;i.S,itr•��:��j.�►-;11�ibit�:�l: lf:}'UU hu'.vE�rer;er.��ec:�zitis
i'C)TtiTr31)'.tCC:tIZUYl IPZ F'1"T'C):�".t��`E.'C1Si: t2JI�%1JtC IYFZ7YiEC�2(�2`2�V�7V YL'�1�7��T'17l'I�.l°��'l�)i`:E C�t'Cti'��l-%�>?-1'-'l`� CX?ZCl
frrtmedic�r2ly rlestray tJzi�j��c:eci cto�utra��nt.
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:PNCBANK ��� �� z0��
September 4, 2013
Allen E. Hench Law Office, P.C.
Attn: Adam Britcher
232 Market Street
Newport, PA 17074
RE: Jeanette L. Fenton Loan Number 4003048109974494
Dear Mr. Britcher:
Thank you for contacting PNC Bank. We received a request on September 4, 2013
for an account balance due as of the date of death of the borrower.
As of June I3, 20I3, the principal balance on �he accaunt was $ 8,.47g,76,
We appreciate the opportunity to be of service: If we can be of any further
assistance, please call us at 1-888-PNC-BANK and speak to any of our
Financial Services Consultants who are available to assist you.
Sincerely,
Traci Johnson
Centralized Customer Assistance Team
PNC Bank
�RISS R�f�: 2Zz247012s403
Member of The PNC Financial Services Group
Consumer Loan Center 2730 Liberty Avenue Pittsburgh Pennsylvania 15222
ALLEItii E. HEl`ICH LAW OF'F'ICE, P.C.
232 MARKEt STREET
NEWPORT, PENNSYLVAN[A '1 7074
�` ■ `/ ���-3 i 39
Fax tvun�sER(717)567-3130
Email: attornevna,pa.net
Allen E.Hench,Esq.
Timothy N.Atherton,Esq. Adam P.Britcher,Esq.
March 6, 2014
Glenda Farner Strasbaugh
Cumberland County Register of Wills
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Jeanette L. Fenton
File Number: 2113-0714
Dear Ms. Strasbaugh:
I enclose, for filing, two original REV-1500 Ir.heritance Tax Returns for the above
referenced Estate. I also enclose an additional copy and ask that you please time stamp this and
return to my office in the self addressed stamped envelope provided.
If you need anything further,please let me know.
Thank you.
c:� ��
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Enclosure
cc: Paul Fenton
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