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Home My WebLink About02-0438 PETITION F Estate of () \\ also known as R PROBATE and GRANT OF LETTERS <2.\S \ r No. 2 ,.. 02 - 438 To: Register of Wills f~ the County of (.\lVY\ {)'fI (l V\ J in the Commonwealth of Pennsylvania . . Deceased. Social Security No. ~ C:', I - \ C, - IJ.. (q 0 I The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of~or older ,an::fe eYfut flY in the last will of the above decedent, dated \k.'{\ '2 S ) and codicil(s) dated named ,19~ (state relevant circnmstances, e.g. renunciation, death of executor, etc.) h 1<) 19 'r ,~< 00 ~ D~en.t, then ~. 9 ye~ars Of<K' died at t \ >.. Jo Oc 1\ c"" ( (,I r d V\ 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 situated as follows: \\ () n ~ $ 110 \:)00,00 $ $ $ WHEREFORE, petitioner(s) respectfully. request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters t-:-~'S.tCl. VYHV\fa r tj (testamentary; adm stratlOn c.I.a.; administration d.b.n.c.t.a.) theron. '" OJ U c: OJ ~"? "'~ OJ .... C::OJ c: -00 C',= ~.-=: 30:: OJ '- :; 0 "' c: 00 Vi 'fIllw k \\fWYl OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENN~YL VANIA 'r ss COUNTY OF _~_'M~Q.'{'\(k'" . ) The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and tr~ administer the e t~te according to law. Sworn to or affirmed and subscribed { .~. \\l\.\~ ~ ~ ) ~ >efore me this 1 st day of, a. t~ ~MAY ~ ~_ Wic ~ ;~- ~'~~r · l"-LPI-4 No. -2..1- 02 - 43 a Estate of A. LEON REISIN3ER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MAY 1, 2002 .iof-, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 6-1-1993 described therein be admitted to probate and filed of record as the last will of A. LEON REISINGER and Letters TESTAMENTARY are hereby granted to MARY SUSANNE WHYTE K.N.A. SUSANNE R WHYTE ~~4-~~.J~. C I.. ister of Wills uy FEES Probate, Letters, Etc. ......... $ 235.00 Short Certificates( ).......... $ 11:) 00 ~ .~t!:q .fXlg.E:E! .. $ 6.00 jcp $ 'i.oo TOTAL _ $ 261.00 Filed .......~:-) :-.~QQ? . . . . . . . . . . . . . . . . . . called exec on 5-2-02 AITORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE .............;... ";-.1'" d r.......) \ --' 0:: LAST WILL AND TESTAMENT OF A. LEON REISINGER 21-OZ- X38' I, A. LEON REISINGER, being of sound and disposing mind, hereby make, publish, and declare this my Last Will and Testament, hereby revoking and making void all prior Wills and other testamentary writings at any time heretofore made by me. ONE: I direct my Executrix, hereinafter named, to pay all of my just debts and testamentary expenses as soon as conveniently can be done after my demise. TWO: I give, devise and bequeath all of my estate to my wife, Mary G. Reisinger, if she survives me by a period of thirty days. THREE: If my wife, MARY G. REISINGER, does not survive me by a period of thirty days, then and in that event, I direct that my net estate be divided into three parts: a. One such part I give, devise and bequeath to my daughter, MARY SUSANNE WHYTE. b. One such part I give, devise and bequeath to my son, ROY D. REISINGER. c. The remaining one-third will be equally divided among my grandchildren. FOURTH: I nominate, constitute and appoint my daughter, MARY SUSANNE WHYTE, as Executrix of this my Last Will and Testament and further direct that she shall serve without bond. Said Executrix shall have the power to discharge all the debts, liens and encumbrances upon my estate, as well as any taxes thereon, to pay for the cost of the final disposition of my remains and final illness, if any, to receive any and all commissions and other compensation for services rendered by me during my lifetime, and to perform any and all fiduciary duties authorized by statute. Further, I direct my Executrix to preserve my estate and any instructions pertaining to the distribution of the same from any attachment or anticipation while in the hands of the said Executrix, it being my express intent that all legacies shall be free from any attachment or anticipation while in the hands of the accountant for my estate. IN WITNESS WHEREOF, I, A LEON REISINGER, Testator, have this ~-. / day of ,~t/ h ~ 1993, set my hand and seal to this my Last Will and Testament, typewritten on ~. pages of paper. SEAL) A, LEON REISINGER SIGNED, SEALED, PUBLISHED and DECLARED by the above named Testator, A. LEON REISINGER, as and for his Last Will and Testament in the presence of us who, at his request, in his presence, and in the presence of each other, all being present at the same time, have hereunto set our hands as w'}^^~^^~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN ss I, A LEON REISINGER, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~: tit/ A. LEON REISINGER Sworn and subscribed to before a by A. LEON REISINGER, the Testator, this ~~ day of ~.~-~ 1993. (SEAL) COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN ,~ ~~ Get l ~.~~ d~-L,/>;;~G. Notary Public ~•~ ~iOTA.F<!r~.L SEAL CONN!E 1. ; A;..a,.`7:•r.K, Notary Public Harriburg, L.. :i±r: Coon?y, Pa. PAy•Commissio~~imFr..pir~s P~hay 22, 1995 ss We,~h~.~C Gc~.~-f~.rs , V(?6'~f?iC a.~~~Qlh~dr,~h the witnesses whose names are signed to ~he attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw A. LEON REISINGER, Testator, sign and execute the instrument as his Last Will and Testament; that A. LEON REISINGER signed willingly; that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best f our knowledge the Testator was at the time 18 or more ye of ~ e, of s~nd mi„n,d-.__and under no constraint or undue influ nce. ~" Swor~ to and subscribed before me this !tip l - day of ~~_ 19 9 3 . (SEAL) Nota y Public _ NOTARIAL SEAL CONNIE L FA!iN~~TG=!;, '.rotary Public Harrisburg, Caulrn:n Coun?y, Pa. ~' My Commission Expires May 22, 1995 I~ ~. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: A. LEON REISINGER Date of Death: 4/29/2002 Will No. 2002-00438 Admin. No. 21-02-0438 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 5 \d4 \ Cd. : Name Address Mary Susanne Whyte n/kla Susanne R. Whyte Roy D. Reisinger 93 Village Green BurlinQton. 61535 South Highway 97, Suite 9165 Bend. 176 Belridge Road Bristol. P. O. Box 557 Richmond. VT 05401 OR 97702 Andrew L. Whyte CT 06010 Elizabeth J. Whyte VT 05477 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: 5~()a ~~.~ N ,---". ~ - : Signature Susan E. Lederer ';;.::::. Name: Law Office of Susan E. Lederer 0\ ('oJ Address: 4811 Jonestown Road. Suite 226 Harrisburc;J. PA 17109 \~-.J P -" ",:' -. .... --- Telephone(652) - 7323 Capacity: x Personal Representative Counsel for Personal Representative ." Continuation of Certification of Notice Under Rule 5.6(a) A. LEON REISINGER 4/29/2002 Page 1 Names and addresses Marina J. Reisinger Address 56 Silver Birch Lane Windsor, CT 06095 30 Hillside Street, #C24 East Hartford, CT 06108 596 NW Sean Court Bend, OR 97701 5946 NW 181st Avenue Portland, OR 97229 5946 NW 181 st Avenue Portland, OR 97229 Name Carolyn S. Whyte David A. Whyte Julia L. Reisinger Tracy L. Reisinger SUSillI E. LmlLH'Pl' LAW UnItEs June 12,2002 r"", o. J .- d N L. ~.. Register of Wills ATTN: Cheryl Winters Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 -' w ',~ 1"....u RE: A. LEON REISINGER ESTATE NO.: 21-02-00438 SOCIAL SECURITY NO. 201-16-2661 DATE OF DEATH: April 29, 2002 Dear Cheryl: Please be advised that by retainer signed by Mary Susanne Whyte nlk/a Susanne R. Whyte, Executrix for the Estate of A. Leon Reisinger, dated May 12, 2002, I am the acting counsel for the above referenced Estate. Please accept this letter as notice of my capacity as counsel for the Estate for your records. If you have any questions or concerns, please contact me. Sincerely, ~~.~ Susan E. Lederer, Esquire 4811 Jonestown Road · Suite 226 . Harrisburg, PA 17109 . Phone 717.652.7323 . Fax 717.652.7340 . info@ledererlaw.com WW\V. kdl'rl' ria W.(ulll COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SUSAN E LEDERER ESQUIRE 4811 JONESTOWN ROAD SUITE 226 HARRISBURG, PA 17109 -------- fold ESTATE INFORMATION: SSN: 201-16-2661 FILE NUMBER: 2102-0438 DECEDENT NAME: REISINGER A. LEON DATE OF PAYMENT: 07/19/2002 POSTMARK DATE: 07/18/2002 COUNTY: CUMBERLAND DATE OF DEATH: 04/29/2002 NO. CD 001431 ACN ASSESSM ENT CONTROL NUMBER AMOUNT 101 I $4,916.10 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: SUSAN E LEDERER ESQUIRE CHECK#103 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $4,916.10 MARY C. LEWIS REGISTER OF WILLS ~ Register of Wills of Cumberland County, Pennsylvania INVENTORY Reisinger, A. Leon Estate of , Deceased No. 21 - 02 - 00438 Date of Death 4/29/2002 Social Security No. 201-16-2661 also known as Mary Susanne Whyte NIKlA Susanne R. Whyte The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. INVe verify that the statements made in this Inventory are true and correct. INVe understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Attorney: Susan E. Lederer 1.0. No.: 44861 Signature: Signature: Address: 4811 Jonestown Rd. Suite 226 Harrisburg, PA 17109 Telephone: 717/652-7323 Address: 93 Village Green Burlington, VT 0~401 Telephone: 802-859-9256 \ \ /-0 CJ~ Dated: Personal Property Waypoint Bank Certificate of Deposit # 1000008947, titled to A. Leon Reisinger (accrued interest: $4.69) 2,004.69 Waypoint Bank Certificate of Deposit # 1000013053, titled to A. Leon Reisinger (accrued interest: $18.95) 10,018.95 Waypoint Bank Checking Account # 1005004469, titled to A. Leon Reisinger (accrued interest: $6.53) 22,091.60 Waypoint Bank Certificate of Deposit # 1061307507, titled to A. Leon Reisinger and Mary G. Reisinger, deceased (accrued interest: $19.20) 7,719.20 Waypoint Bank Certificate of Deposit # 1061321671, titled to A. Leon Reisinger and Mary G. Reisinger, deceased (accrued interest: $18.00) 6,818.00 Waypoint Bank Certificate of Deposit # 1066249928, titled to A. Leon Reisinger and Mary G. Reisinger, deceased (accrued interest: $94.60) 31,876.16 (Attach additional sheets if necessary) Total Personal Property and Rea) Estate $104,363.25 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Reisinger, A. Leon also known as No. 21 - 02 - 00438 Date of Death 4/29/2002 Social Security No. 201-16-2661 , Deceased 5,012.47 Waypoint Bank Certificate of Deposit # 1091288331, titled to A. Leon Reisinger and Mary G. Reisinger, deceased (accrued interest: $12.47) Waypoint Bank Checking Account # 200014015, titled to A. Leon Reisinger and Mary G. Reisinger, deceased (accrued interest: $0.96) Refund from The Woods at Cedar Run (security deposit & interest) Refund from Medicare AARP Health Care Options Refund United Healthcare Insurance Company Refund Pennsylvania Blue Shield Refund County of Cumberland (B urial Allowance) Conseco Direct Life (premium refund) Comcast Cable (Refund) 15,981.55 2,211.80 164.73 12.00 60.00 41.19 100.00 201.67 49.24 Total Personal Property $104,363.25 2 .. <, I REV.l5""Elt.(1-IMI1 .. COMMONWEAL'TH 01' PENNSYLVANIA DEPARTMENT Of'" REVENUE OEPT.280601 HARRISBURG PA 1712BOG01 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I II , FIL.E NUMBER 21 02 COUNTY CODE YEAR SOCIAL SECURITY NUMBER \.Q\ * 00438 NUMBER ~ w Q w U w Q DECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL) Reisinger, A. Leon DATE OF DEATH {MM.DD.YEARj I DATE OF BIRTH (MM-DD-YEAA) 04/29/2002 07/31/1911 (IF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INIT1ALl 201-16-2661 THIS RETURN MUST BE FIl.ED IN DUPLlCA1E WITH THE REGISTER OF WILLS SOCIAL SECUR.1TY NUMBER I&l ,. Original Retum 02. Supplemental Return w ~ 0 0 4.. Future Interest Compromise (dale oldealh aller ~:!Ul 4 LImited Estate u""" 12-12-82) W~U I&l D ~QQ 6 Decedent Died Testate (Attach copy 7. Decedent Maintained a Living Trust (Allaen u~J ~m o{Will) copycll"rusl) ~ < D 9. Litigation Proceeds Received D 10. Spousal Povertyfi~redjt (date of death oe1ween 12.31-91 and 1-1-95 o 3. Remainder Return (dale of death prior to 12-13-82) o 5 Federal Estate Tax Return ReqUIred o 8. Total Number of Safe Deposit Boxes o 11.Election to tax under Sec. 9113(A) (AMach Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS ~ Susan E. Lederer ~ lAM NAME (II applicable) ~ Law Offices of Susan E. Lederer ~ z o ~ < J ~ " ~ < u w ~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1.7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 4811 Jonestown Rd. Suite 226 Harrisburg, PA 17109 (I) None' (2) None (3) None (4) None (5) 104,363.25 (6) None (7) 13,080.57 (8) (9) 1.408.00 (10) 1,167.37 ....", "., "., ELEPHONE NUMBER 717/652-7323 .. 1, Real Estate (Schedule A) 2. StocKs and Bonds (Schedule B) 117,443.82 11. Total Deductions (total Lines 9 & 10) (11) 2,575.37 12. Net Value of Estate (Line 8 minus Line 11) (12) 114,868.45 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subjectto Tax (Line 12 minus Line 13) (13) (14) 114.868.45 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x ,00 (15) or transfers under Sec. 9116(a)(1.2) z 114,868.45 ,045 (16) 0 16. Amount of Line 14 taxable at lineal rate x ~ < 5 ~ 17.Amount of Line 14 taxable at sibling rate x ,12 (17) ~ Q u ~ 1 a. Amount of Line 14 taxable at collateral rate ~ x .15 (18) 19. Tax Due (19) 5,169.08 5,16908 20. I&l CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. >>BE SURE TO ANSWER ALL QUESTIONS:ON'REVERSE SIDE ANDAECHECK MATH<< Copyright 2000 form software only The Lackner Group, Inc. Form REV-I 500 EX (Rev, 6.00) r~ !~ Decedent's Complete Address: STREET ADDRESS 824 Lisburn Road CITY Camp Hill, Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresVPenalty if applicable D. Interest E. Penalty TolallnteresVPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 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) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00 5.47 0.00 Make Check 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: 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; .............................. c. retain a reversionary interest; or..... ............................... ........................................ ................................. d. receive the promise for life of either payments, benefits or care?...... ............... ................................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............ . ............ ......................... ................ ... ........................... ...... 3. Did decedent own an uin trust for" or payable upon death bank account or security at his or her death? ......... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?. ..................... ....................................................... ....................... '~ i o ~ o ~ ~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. DATE 93 Village Green Burlington, VT 05401 SIGNAT RE OF PERSON RESPONS LE FOR FILING ETURN ~A ~C. ~ "Qi-,,-~~ SIGNATURE O"PREPARER OTHER N R~RESENTATIVE Susan E. Lederer AODRESS 4811 Jonestown Rd. Suite 226 Harrisburg, P A 171 09 IlbM (.,~ ATE . 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. 99116 (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 to or for the use of the surviving spouse is 0% [72 P .8. 99116 (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 return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child 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 .8. 99116 (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%, except as noled in 72 P .S. 99116 1.2) [72 P.S. 99116 (a) (1)]. The tax rate imposed on the net value of transfers 10 or for the use of the decedent's siblings is 12'% [72 P .8. 99116 (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. ., I, '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA lNHERITANCETAXRETURN RESIDENT DECEDENT ESTATE OF Reisinger, A. Leon I FILE NUMBER 2] - 02 - 00438 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshIp must be disclosed on schedule F. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH 2,004.69 Waypoint Bank Certificate of Deposit # 1000008947, titled to A. Leon Reisinger (accrued interest: $4.69) 2 Waypoint Bank Certificate of Deposit # 1000013053, titled to A. Leon Reisinger (accrued interest: $18.95) 10,018.95 3 Waypoint Bank Checking Account # 1005004469, titled to A. Leon Reisinger (accrued interest: $6.53) 22,091.60 4 Waypoint Bank Certificate of Deposit # 1061307507, titled to A. Leon Reisinger and Mary G. Reisinger, deceased (accrued interest: $19.20) 7,719.20 5 Waypoint Bank Certificate of Deposit # 106]321671, titled to A. Leon Reisinger and Mary G. Reisinger, deceased (accrued interest: $18.00) 6,818.00 6 Waypoint Bank Certificate of Deposit # 1066249928, titled to A. Leon Reisinger and Mary G. Reisinger, deceased (accrued interest: $94.60) 31,876.] 6 7 Waypoint Bank Certificate of Deposit # 1091288331, titled to A. Leon Reisinger and Mary G. Reisinger, deceased (accrued interest: $12.47) 5,012.47 8 Waypoint Bank Checking Account # 200014015, titled to A, Leon Reisinger and Mary G. Reisinger, deceased (accrued interest: $0.96) ] 5,981.55 9 Refund from The Woods at Cedar Run (security deposit & interest) 2,211.80 10 Refund from Medicare 164.73 11 AARP Hea]th Care Options Refund 12.00 12 United Healthcare Insurance Company Refund 60.00 13 Pennsylvania B]ue Shield Refund 41.19 14 County of Cumberland (Burial Allowance) 100.00 15 Conseco Direct Life (premium refund) 201.67 16 Comcas! Cable (Refund) 49,24 TOTAL (Also enter on Line 5, Recapitulation) 104,363,25 '. *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESlDENT DECEDENT Reisinger, A. Leon \ FILE NUMBER 21 - 02 - 00438 ESTATE OF ITEM NUMBER This schedule must be com leted and filed if the answer to an of uestions 1 throu , DESCRIPTION OF PROPERTY % OF I Include the name 01 the \fans\el~. Ihe\! re\a\\onship'o Decedent and the dale of 1ranSler DATE OF DEATH DECO'S Attach a coPy of the deed for real estate. VALUE OF ASSET INTEREST EXCLUSION (IF APPLICABLE) , TAXABLE VALUE Jackson National Life Insurance Company, Annuity # 0058873000, A. Leon Reisinger, annuitant, Susanne Whyte and Roy Reisinger, beneficiaries 11,793.95 100% 11,793,95 2 PSERS Death Benefit, A. Leon Reisinger, retiree, Susanne Whyte and Roy Reisinger, beneficiaries 1,286.62 100% 1.286.62 TOTAL {Also enter on line 7, Recapitulation} 13,080.57 '. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEAl. TH OF PENNSYLVANIA lNHERITANCETAY,AETURN RESIDENT DECEDENT ESTATE OF Reisinger, A. Leon I FILE NUMBER 21 - 02 - 00438 Debts oi decedent must be reported on Schedule I. ITEM I NUMBER · A. FUNERAL EXPENSES: DESCRIPTION AMOUNT 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions B. Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Year(s) Commission paid Attomey's Fees Law Office of Susan E. Lederer Zip 2. 1,100.00 3. Family Exemption: (If decedent's address is not the same as claimant's, at1ach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees Cumberland County Register of Wills 261.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. I Other Administrative Costs Check Printing (Estate Checking Account) 3.00 2 Postage and Photocopies (reimbursement to Executrix) 16.00 Total of Continuation Schedule(s) 28.00 TOTAL (Also enter on line 9, Recapitulation) 1,408.00 '. '. Schedule H Funeral Expenses & Administrative Costs continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Reisinger, A. Leon I FILE NUMBER I 21 - 02 - 00438 3 Cumberland County Register of Wills (Filing Fees for Pennsylvania Inheritance Tax and Estate Inventory) 28.00 Page 2 of Schedule H '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA lNIiERITANCETAA RETURN RESIDENT OECEDENT ESTATE OF Reisinger, A. Leon I FILE NUMBER 21 - 02 - 00438 Include unreimbursed medical expenses. ITEM NUMBER 1 Reimbursement to PSERS DESCRIPTION AMOUNT 1,110.38 2 Brockie Pharmatech (medication) 9.25 3 Verizon (final bill) 47.74 TOTAL (Also enter on Line 10, Recapitulation) 1,167.37 '. \ REV.151:l EX+ (9-00) '* SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I FILE NUMBER I 21-02-00438 RELATIONSHIP TO I AMOUNT OR SHARE n_ ~:CEDENT OF EST ATE ESTATE OF Reisinger, A. Leon IT AXA8lE DISTRIBUTIONS (include outright spousal distributions) . Mary Susanne Whyte nlkJa Susanne R. Whyte 93 Village Green Burlington, VT 0540] Daughter One Third of Estate & One Half of Annuity 2 Roy D. Reisinger 61535 South Highway 97, Suite 9165 Bend, OR 97702 ,son One Third of Estate & One Half of Annuity 3 Andrew L. Whyte 176 Belridge Road BristoL CT 06010 ,Grandchi]d One Twenty-First of Estate 4 Elizabeth J. Whyte P. O. Box 557 Richmond. VT 05477 Grandchild One Twenty-First of Estate See Continuation Schedule(s) attached Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shee11 II. ! NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOYERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REY-1500 COYER SHEET i ~ '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES continued ESTATE OF NUMBER Reisinger, A. Leon NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I FILE NUMBER I 21-02-00438 RELATIONSHIP TO DECEDENT 00 Not Usl Trust&ejs) I. AMOUNT OR SHARE OF ESTATE 5 ~ AXABLE DISTRIBUTIONS Carolyn S. Whyte 56 Silver Birch Lane Windsor. CT 06095 !include outright spousal distributions. and transfers under Sec. 9116(a)(1.2)] Grandchild IGrandChild I Grandchild IGrandChild IGrandChild I One Twenty-First of Estate One Twenty-First of Estate One Twenty-First of Estate One Twenty-First of Estate One Twenty-First of Estate 6 David A. Whyte 30 Hillside Street. #C24 East Hartford, CT 06108 7 Marina J. Reisinger 596 NW Sean Courl Bend, OR 97701 8 ] ulia L. Reisinger 5946 NW ISlst Avenue Portland, OR 97229 9 Tracey L. Reisinger 5946 NW 181s1 Avenue Portland, OR 97229 Page 2 of Schedule J LAST WILL AND TESTAMENT OF A. LEON REISINGER I, A. LEON REISINGER, being of sound and disposing mind, hereby make, publish, and declare this my Last Will and Testament, hereby revoking and making void all prior Wills and other testamentary writings at any time heretofore made by me. ONE: I direct my Executrix, hereinafter named, to pay all of my just debts and testamentary expenses as soon as conveniently can be done after my demise. TWO: I give, devise and bequeath all of my estate to my wife, Mary G. Reisinger, if she survives me by a period of thirty days. THREE: If my wife, MARY G. REISINGER, does not survive me by a period of thirty days, then and in that event, I direct that my net estate be divided into three parts: a. One such part I give, devise and bequeath to my daughter, MARY SUSANNE WHYTE. b. One such part I give, devise and bequeath to my son, ROY D. REISINGER. c. The remaining one-third will be equally divided among my grandchildren. FOURTH: I nominate, constitute and appoint my daughter, MARY SUSANNE WHYTE, as Executrix of this my Last Will and Testament and further direct that she shall serve without bond. Said Executrix shall have the power to discharge all the debts, liens and encumbrances upon my estate, as well as any taxes thereon, to pay for the cost of the final disposition of my remains and final illness, if any, to receive any and all commissions and other compensation for services rendered by me during my lifetime, and to perform any and all fiduciary duties authorized by statute. Further, I direct my Executrix to preserve my estate and any instructions pertaining to the distribution of the same from any attachment or anticipation while in the hands of the said Executrix, it being my express intent that all legacies shall be free from any attachment or anticipation while in the hands of the accountant for my estate. IN WITNESS WHEREOF, I, A dVn-e LEON REISINGER, Testator, have this / to of paper. a ~-' ~~Ph~SEAL) A, LEON REISINGER SIGNED, SEALED, PUBLISHED and DECLARED by the above named Testator, A. LEON REISINGER, as and for his Last Will and Testament in the presence of us who, at his request, in his presence, and in the presence of each other, all being present at the same time, have hereunto set our hands as witnesses. COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF DAUPHIN I, A LEON REISINGER, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. a,~~ A. LEON REISING R Sworn and subscribed to Testator, this /~t- day of . befOr~Y A. LEON REISINGER, the , 1993. (!~ ~~hol Notary Pu lic NOT AR1A.L SEAL CONN1~ L fAHNESTOCK, Notary Public Uarri5burg. D:itIphin County, Pa. My (om.~~,~n E~pir€s May 22, 1995 (SEAL) COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF DAUPHIN We, M~C- iJJl..1-Ie6 , VU6r1iojbe/bauqh , the witnesses whose names are signed to~he attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw A. LEON REISINGER, Testator, sign and execute the instrument as his Last Will and Testament; that A. LEON REISINGER signed willingly; that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best f our knowledge the Testator was at the time 18 or more ye of e, of sound m and under no constraint or undue influ nce. ~ swo~ and subscribed , 1993. before me this 1./1 7- day of (SEAL) r!. nwuL ~~ tpc:/c Nota Public NOTARIAL SEAL CONNIE l. FAHNESTOCK, [Mary Public Harrisburg, D:1t1phln County, Pa. My Commission Expires May 22, 1995 ~L,____~.~_.--.......,,_._-u. \"1 Way~qi!lt LOOK FOR US. WE'll GET YOU THERE. 05/08/2002 SUSAN E LEDERER 4811 JONESTOWN RD SUITE 226 HARRISBURGPA 17109 The information which you requested on the account(s) of LEON REISINGER (Social Security Number 201-16-2661) is/are as follows: Account Number 1000008947 1000013053 1005004469 1061307507 1061321671 1066249928 Class of Account CERTIFICATE CERTIFICATE CHECKING CERTIFICATE CERTIFICATE CERTIFICATE Date Opened 11109198 03124100 05123100 03115197 10129197 07125194 Principal Balance 2000.00 10000.00 22085.07 7700.00 6800.00 31781.56 Accrued" rerest 4.69 18.95 6.53 19.20 18.00 94.60 Balance a ,te of 2004.69 10018.95 22091.60 7719.20 6818.00 31876.16 Deai-h j . count Ownership SOL SOL SOL JTOIDECD JTOIDECD JTOIDECD Name of Joint MARYG MARY G MARY G Owner, if any REISINGER REISINGER REISINGER Date Ownership 03115197 10129197 07125194 Was Established 1091288331 200014015 Account Number CERTIFICATE CHECKING Class of Account 04/19196 06128185 Date Opened 5000.00 15980.59 Principal Balance 12.47 .96 Accrued Interest 5012.47 15981.55 Balance at Date of Death JTOIDECD Account Ownership MARY G Name of Joint REISINGER Owner, jf any Date Ownership Was Established 04119196 JTOIDECD MARY G REISINGER 06128185 Additional Information Requested PLEASE COMPLETE W.9 hJ:;y L/zt711v KAn4y.,yotmG SENIOR SERVICES REP. P.O. Box ,71,. HARRISBURG. PENNSYLVANIA 17105-1711 Toll FreE I-B66-WAYPOINT (I-B66-929-7646)' IN YORK AREA 717/BI5-4500 . www.waypointbank.com L l\- 1\ . +-- ( \::.-8 \~"\~ <:it L!t'OY\ 1'~ISIV\~~r) . ~~~ \)~~O'3\\~ ~ t,<ln;tqL \ ~c.o~ '" \Cl()'l~~ql'1 I ~ yC) ~as~ :i \ \?, \ OQ. \~~ ~ ~~~ \<.~ C~ ~\~;S-c\ ~ ~.J.~~~) ~ (~~~L~~~.~~ "3\V~) , ~~ R\l \~ ~}.~.JJ~\\~ [\:0 ~\\J~ ~~~ ~ ~\~ Ip~~ -:..-~ ~~ ~\~~dlJ ~ ~o ~-I.-\' 5 \Q5 \0'2- ~~c\~~ \~ ~\Y--L T'V\ 1lIJNlJALL ~ (~o'€.skt) 00' ~~~ IQ~P~~~ '<\""v...ill~ ~ ~llO -4(J~(oQ. .+~~ ~\\.\.~'S'^-\~\~ v'i")< (~C\J:~C>.h~~ 3Jtq q-Q" ~~~\f\tO) \J,~ ~ ~\.lw-.~ \~ \.\)~~(W.~ ~%"5Q.c() \J\^-:0 ~~~ (~~~) '\i\~~ (~~~~~~\()(L~OIl \JA. \.\.~U ~~ ) 11 \ \ . ~() 3~, 50 \ 'J.. 00 (10, 00 .~ l.. . tC\ ~ 4 I . \ (/ \ 00. GO 10 \. G7 V},)', ')': .. The Woods at Cedar Run \ Gcce 824 Lisburn Road Camp Hill, P A 17011 CUSTOMER Susanne Whyte IRe: Leon Reisinger 93 Village Green I BUrlingto~, VT 05401 Credit Memo DATE CREDIT NO. 4/29/2002 5161 P.O. NO. PRO,JECT i DESCRIPTION QTY RATE AMOUNT Tenant Security Liability 2,1l5.00 -2,135.00 Interest Earned - 611/01 thru 4130/02 76.80 -76.80 I I I I I i i I I - I I , I i Total $-2,211.80 I ~.,0; ~~~U,\~ S \ n \uz ; "'I ('01....,. . ~ ~:l"') w 0: ~ i:lM wO Q~ ..- O:li,i )(0 z C~':: <0 m_ Zg': Qe ~~,' ... en: 0: U; e' 'i oil' "I "1:1<1; ..... .~~ ..c~ <I)" ~] ....~ lQffi tU~ .~'i!> :"..ol: =), .::m !~~~ ~i.'.~"~ =I_AL~.; ~::;..;g.j. ~. \7 (1, '" 01) 01) lC1 et .~ :.~ \(:r: l\J '" .,~ ..... o l\J . U ..... ,., ... z ::~ ... z " o " OJ .. iti ~ OJ " ~ w ~ ::CD ;<( ~ a w '" " ~ ~ in a w N i< o x ~ " .. d z" . U w % U :''lIlI ,":!!: ,':Z: ... ?i Q w ..:;I: i~ OJ w m " ... "_~ ~a: ;-:1 ~>- or u>- u.. OC w "'0 ~::! \7 o N o ~ =,,,,q -:"iii: 0-':'" .'j1j. ...JZ 0:: "d :;:;-,-1 tQiJ . CJjA .....,., ...J Q. \72: Net etc:oU w x ..~ ::.'0 !7':'. ;>:'-',. 'C(:! ~-;' ::; ~ LrI rt'l <1l LrI o o rt'l []" .. LrI '" '" o o ... ... rt'l o .. ~ ... LrI oJ []" rt'l <lJ <lJ LrI ~ ...oJ-oJ'" v......" ...."." <-........<- .......... ...J...., ~ ....WI WI:..!'-t..J 'I.-I.- IIV' .....J./..JCIJ.J...Jt:J1U ff~!q~~~ ~HG~' c/c Form 712 (Relf.M6'j 2000) Department of the Treasury Intemlll Revenue Service Life Insurance Statement OMB No. f545-0022 Decedent -Ins ured (To be filed by the executor with form 706, United States Estate (and Generation-Skipping Transfer) Tax Return, or Form 706 _ NA, Unit.dStabt~ E~tale (and Genen.tiol\o-SkiDoina Transf~\ Tax Return, Est.. ofnonJft\dwlI. not a citiz.n ofth. Unit.d States.) Decedent's first name and middle initial 2 Decedent's last name REISINGER 3 Decedent's social security number ~rknown) 201-16-2661 4 Date of death 4/29/02 LEONA 5 Name and address of insurance company JACKSON NATIONAL UFE INSURANCE COMPANY 1 CORPORATE WAY LANSING, MI48951 6 Type of policy 7 Policy romber SPDA 0058873000 8 Owner's name. applcation. If decendent is not owner, attach copy of LEON R REISINGER 9 Date issued 5/15/96 10 Assignor's name. Attach copy of assignment. 11 Dale assigned 12 Value of the policy at the tIme of assignment 13 Amount of premium (see instructions) $8,654.53 ANNUllY 14 Name of beneficiaries MARY G. REISINGE~ ROY 0 REISINGER, SUSANNE R WHYTE 29 Amoont appied by the insurance company as a single premium representing the purchase of installment benefits 30 BaSIS (mortatity table and rate of interest) used by insurer in valuing instalment benefits. 15 S 11 793.95 16 S 17 S 0.00 18 S 19 S 0.00 20 S 0.00 21 S 22 S 23 S 0.00 24 S 11,793.95 25 S - 0.00 15 Face amount. of policy 16 Indemnity benefit 17 Additional insurance 1 B Other benefits 19 Principle of any indebtedness to the company that is deductible in determining net procee LOlln p'rlncfple . 20 Interest on indebtedness line 19) accrued to date of deat I,.oan: Interest. 21 Amount of accumulated di~dends 22 Amount of post~mortem dividends 23 Amount of returned premium 24 Amolrt of proceeds if payable in one sum 25 Ve.lue of proceeds as of date of death (if not payable in one sum) 26 Policy provisions concerning deferred payments or installments. Note: If other than lump-sum sen/ement is authorized for a surviving spouse, please attach a copy of the insurance poficy. 27 Amount of installment 28 Date of birth, sex, and name of any person the duration of ~se life may measure the oumber of Pa"Jmen\s. ____..'uu__ ____..._____ ____.d_______ _____.UUUH _____.n._u.___ DYes I!I No 31 Were there any transfers of the policy ....-;thin the three years prior to the death of the decedent? 32 Date of assignment or transfer: / / Month Day Year 33 Was the insured the annuitant or beneficiary of any annuity contract issued by the company? 34 Did the decedent have allY incidents of ownership on any policies on hislMf life. but !'lOt owned by himhler at the date of death? 00 Yes o No DYes iXI No 35 Names of companies with which decendent carried other policies and amount of such policies if this information is disclosed by your records. The oodersigned officer of the above-named inslnnce company (or appropriate Federal agency Of retKement system official) hereby certifies that this statement sets forth true and correct information. 4~ b~' Assistant Vice President Tille ~ June 05, 2002 Date ofCertificalion ~ SignallJre ~ Cal. No. 10170V Form 712 (Rev. 5-2000) COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLOYEES' RETIREMENT SYSTEM Mailing Address PO Box 125 Harrisburg PA 17108-0125 Toll-Free - 1-888-773-7748 (1-888-PSERS4U) Local- 717-787-8540 Web Address: www.psers.slale.pa.us Building Location 5 North 5th Street Harrisburg P A May 16, 2002 SUSANNE WHYTE 93 VILLAGE GREEN BURLINGTON VT 05401 RE: Leon A Reisinger S.S.# 201-16-2661 Dear Ms. Whyte: Thank you for the death certificate for Leon A Reisinger. A prorated payment of $1,186.62 ($1,347.46 minus $160.84 federal withholding tax) for the period of April 1 , through April 29, 2002, was due Leon A Reisinger, and is now payable to you and Roy Reisinger, as the designated beneficiaries. An additional payment of $100.00 is also due you and Roy Reisinger. This payment is for the premium assistance that was scheduled to be paid to Leon A Reisinger for the month in which death occurred. Please provide the current address of Roy Reisinger. The April 30, 2002 payment of $1 ,110.38 has already been electronically transferred to Harris Savings Assn, account #0200014015. Please reimburse PSERS for the overpayment of $1,110.38. Make your check or money order payable to PSERS and send to the mailing address shown. Enclosed is PSERS Health Options Program information sheet which applies to any surviving spouse or dependent(s) of the deceased member. A 1 099-R will be sent which will report the deceased member's income from January 1, 2002, to the date of death. This form will be necessary for the preparation of the final income tax return. There will be no further benefits payable from this account. Please include the decedent's name and social security number with all correspondence. If you have any questions, please contact the Member Service Center by calling toll-free 1-888- 773-7748 (local Ci;llls 787-8540). If you prefer, you may reach PSERS by FAX at 717-772-3764. For your convenience, the Member Service Center is staffed each business day from 7:30 a.m. to 5:00 p.m. Deceased Processing Center jms STATUS REPORT UNDER RULE 6.12 ,/ Cd~ Name of Decedent: A. Leon ReisinQer Date of Death: 4/29/2002 Will No. 2002-00438 Admin. No. 21-02-0438 Pursuant to Rule 6. 12 of the Supreme Court Orphans I 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: 3 . If the answer to No. 1 is Yes, state the following: a. account with the Court? Did the personal representative file a final Yes No X b . The separate Orphans' Court No. (if any) for the personal representative's account is : c . Did the personal representative state an account informally to the parties in interest? Yes X No d . 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. Date: '1~ 01. ~~~ Signature Susan E. Lederer Name (Please type or print) 4811 Jonestown Road, Suite 226 Harrisbura. PA 17109 Address ( 717 ) 6527323 Tel. No . Capacity : Personal Representative X Counsel for personal representati ve /7-6/- Y \, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ~.'.. !"j DATE ESTATE OF DATE OF DEATH F~~E NUMBER COUNTY ACN 12-02-2002 REISINGER 04-29-2002 21 02-0438 CUMBERLAND 101 SUSAN E LEDERER 4811 JONESTOWN RD STE 226 HARRISBURG PA 17109 '* REY-15'7 EX AFP [01-02) A L Allount Rellitted 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 ~ ifEv=is4-j-Ex-AFp--('oY--02Y-NoYicE--oF-INHEifiTAifci-YAx-XPPRAIsEi'-ENT~--ALrowANci-oR------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF REISINGER A L FILE NO. 21 02-0438 ACN 101 DATE 12-02-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16. 17. 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 X 00 = .00 114,868.45 X 045 = 5,169.08 .00 X 12 = .00 .00 X 15 = .00 (19)= 5,169.08 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 104,363.25 .00 13,080.57 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) ClO) 1.408.00 1.167.37 (11) Cl2) (13) (14) NOTE: To insure proper credit to your account, subllit the upper portion of this fOri! with your tax paYllent. 117 , 443 . 82 2.575 37 114,868.45 .00 114,868.45 TAX CREDITS: KCl.C.Lrl {+J AI10UNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-18-2002 CDo01431 258.45 4,916.10 11-25-2002 REFUND .00 5.47- TOTAL TAX CREDIT 5,169.08 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) \ 1?-6/-.y BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT . REV-IU7 EX AFP 101-021 SUSAN E LEDERER 4811 JONESTOWN RD STE 226 HARRISBURG PA 17109 '.' , DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-09-2002 REISINGER 04-29-2002 21 02-0438 CUMBERLAND 101 A L Anount Renitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i6"ifi-Ex-AFP--foY:02Y------...--iNHERITANc'E--TAx--STAfEMENT-oF'-Ac-col:it..-f--...---------------- - - --- ESTATE OF REISINGER A L FILE NO. 21 02-0438 ACN 101 DATE 12-09-2002 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW IS A SU""ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-02-2002 P R I NC I PAL TAX DUE: ............................................................................................................................................................................... ............................................ 5,169.08 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-18-2002 CDOO1431 258.45 4,916.10 11-25-2002 REFUND .00 5.47- TOTAL TAX CREDIT 5,169.08 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 It IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. )