HomeMy WebLinkAbout02-0463
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EXI11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WEIGLE JERRY A
126 E KING STREET
SHIPPENSBURG, PA 17257
-------- fold
ESTATE INFORMATION: SSN: 174-05-1885
FILE NUMBER: 2102-0463
DECEDENT NAME: GARMAN RUTH W
DATE OF PAYMENT: 05/13/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/22/2002
NO. CD 001172
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $45.52
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: JERRY WEIGLE ESQUIRE
CHECK# 3509
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$45.52
MARY C. LEWIS
REGISTER OF WILLS
r;t/
oIL-
REGISTER OF WILLS, CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Ruth W. Garman
2/22/02
Date of Death:
Will No.
21-02-0463
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? 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 t
Cerk of the Orphans' Court and may be attached to this repo
I(
Jerr A. Wei Ie, Esquire
Name (Please type or print)
WEIGLE & ASSOCIA~ES, P.C.
126 East King Street
Address
Shippensburg, PA 17257
( 717) 532-7388
Te 1. No.
Date: c;//7/tlL
Capacity:
Personal Representative
x
Counsel for personal
representative
(MAH:rmf/AM.3)
ESTATE OF RUTH W. GARMAN
File No. 21-02-0463
FAMILY SETTLEMENT AGREEMENT
TIllS AGREEMENT made thi, 1Cf/J day of q~ ,2002,
BETWEEN: KENT GARMAN; KATHY ST. JEAN; KENNETH GARMAN;
and WAYNE GARMAN; being the legatees under the Last Will and Testament of Ruth
W. Garman, late of the Township of Shipp ens burg, Cumberland County, Pennsylvania.
WHEREAS, Ruth W. Garman died February 22, 2002, testate, and under her Will
left her estate to the parties herein; and
WHEREAS, there were no probate assets in the estate so that it was unnecessary
to present the Last Will and Testament of Ruth W. Garman for formal probate in
Cumberland County, P A; and
WHEREAS, all assets of the late Ruth W. Garman have been liquidated or
distributed and all her debts paid in full, the said parties hereto desire to waive the
duty of the filing of a
First and Final Account with Proposed Schedule of
Distribution for purposes of confirmation by the Court of Common Pleas of Cumberland
County, Orphan's Court Division, AND FURTHER desire that a Family Settlement
Agreement be executed, which Family Settlement will be duly recorded among the deed
records in and for Cumberland County.
WEIGLE & ASSOCIATES. P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257~1397
NOW, THEREFORE, WITNESSETH, that the parties hereto, in consideration of
the premises above stated, and of the Accounting and Proposed Schedule of Distribution
attached hereto and made a part hereof, and the receipt of their distributive shares as
therein shown, do mutually bind themselves to the said Distribution and Accounting as
set forth and further mutually release each other from all claims and demands whatsoever
arising out of settlement ofthe Estate of Ruth W. Garman.
The parties hereto do further agree that should any liability come due to the estate
of the said decedent after the signing of this agreement, we and each of us do hereby
covenant and agree with each other that we will contribute pro rata our share of the estate
to satisfy any and all claims, demands, suits, or causes of action which may be
successfully prosecuted against the said estate after the signing, sealing and delivery of
this family settlement agreement and final release.
IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the
day and year first above written.
dG~~
Kent Garman
(SEAL)
V \{~~'~Nv
Kathy St. ean
/I~~~~
Kenneth Garman
ltl~< A'~
Wayn arman
(SEAL)
(SEAL)
(SEAL)
WEIGLE & ASSOCIATES, RC. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
COMMONWEALTH OF PENNSYLVANIA
: SS
COUNTY OF CUMBERLAND
/1 ~
On this, the _ It>
day of
~
, 2002,
before me, the undersigned officer, personally appeared KENT GARMAN, KENNETH
GARMAN, and WAYNE GARMAN, known to me (or satisfactorily proven) to be the
persons whose names are subscribed to the within instrument, and acknowledged that
they executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
;;f~ Ie /(~
,
(SEAL)
Notarial Seal
Unda K. KJein, Notary Public
Shipper.sburg, PA Cumberland County
My CommiSSion Expires August 15, 2C04
STATE OF CALIFORNIA
~" h.,
(u ) I,
SS
COUNTY OF
On this, the
21
day of
Nt> vi' F71 ir. r
, 2002,
before me, the undersigned officer, personally appeared KATHY ST, JEAN, known to
me (or satisfactorily proven) to be the person whose name is subscribed to the within
instrument, and acknowledged that she executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
/p.~
(SEAL)
MANISH PATEL
G CClt1'\millSlolt'1342499
. Notary Public - Califomla ~
Cont"' CoatII County f
IJ;y Comm. E.lq>ire6 Fell 7, 2001
.,~~.$ -- -- -
WEIGLE & ASSOCIATES. RC. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
FIRST AND FINAL ACCOUNT
FOR
ESTATE OF RUTH W. GARMAN, DECEASED
Date of Death:
Accounting for the Period:
February 22, 2002
February 22, 2002, to
August 14, 2002
Purpose of Account: The Estate of Ruth W. Garman offers this account to acquaint
interested parties with the transactions that have occurred during the administration.
The account also indicates the proposed distribution of the estate.
It is important that the account be carefully examined. Requests for additional
information or questions or objections can be discussed with:
Jerry A. Weigle, Esquire
Weigle & Associates, P.C.
126 East King Street
Shippensburg, P A 17257
717-532-7388
WEIGLE & ASSOCIATES, P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
SUMMARY OF ACCDUNT
Estate of Ruth W. Gannan
For Period 02/22/01 Through 8/14/02
Page
Proposed Distribution to Beneficiaries
4
Principal
Receipts
Net Gain (or Loss) on Sales or
other Dispositions
Other Receipts
1
less Disbursements:
Administration Expenses (Prin)
Fees and Corrmissions (Prin)
Funeral Expenses (Prin)
2
2
2
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
3
Income
Receipts
less Disbursements
Balance before Distributions
Distributions to Beneficiaries
Incane Balance on Hand
Canbined Balance on Hand
Fiduciary
Acquisition
Value
$1,000.00
---------
---------
$1,687.40
0.00
0.00
$1,687.40
$139.92
300.00
247.48
687.40
$1,000.00
0.00
$1,000.00
$
0.00
0.00
$
0.00
0.00
$
0.00
$1,000.00
---------
---------
RECEIPTS OF PRINCIPAL
Estate of Ruth W. Gaxm3n
As of 8/14/02
Page 1
Assets Listed in Inventory
(Valued as of date of death)
Fiduciary
Acquisition
Value
cash on Hand
Check on hand at date of death - Prudential
Financial cash payment 01/25/02 fran
Carpany's conversion proceeds
$
483.48
Refunds
Fogelsanger- Bricker Funeral Heme - refund of
prepaid funeral 02/25/02
967.57
Miscellaneous Property
Shippensburg Health Care Center - resident
account proceeds 02/22/02
236.35
'IDI'AL INVENIDRY
$ 1,687.40
-----------
-----------
DISBURSEMENTS OF PRINCIPAL
Estate of Ruth W. GarnEn
For Period 02/22/01 Through 8/14/02
Administration Expenses (Prin)
05/01/02 Register of Wills, Cumberland County - filing
PA Inheritance Tax Return
05/01/02 Register of Wills, Cumberland County - PA
Inheritance Tax at discount
08/14/02 Weigle & Associates, P.C. - reserve for
filing Family Settlerrent Agreerrent with
Register of Wills, Cumberland County
08/14/02 Linda K. Klein - notary fee
08/14/02 Weigle & Associates, P.C. - reirnburserrent for
postage, xerox copies, and long distance
telephone calls
Fees and Ccmnissions (Prin)
05/01/02 Weigle & Associates, P.C. - attorney fee
Funeral Expenses (Prin)
04/03/02 Funeral Reception - (Weis lVIarket and George's
Mini Market)
04/03/02 Willing Workers SUnday Sch=l Class -
reception
'IDTAL DISBURSEMENTS OF PRINCIPAL
$
15.00
45.52
60.00
6.00
13 .40
$
147.48
100.00
Page 2
$ 139.92
300.00
247.48
$
687.40
----------
-----------
Checking Accounts
PRINCIPAL BAlANCE ON HAND
Estate of Ruth W. Garlran
As of 8/14/02
weigle & Associates Estate Checking
PRINCIPAL BAlANCE ON HAND
Page 3
Current
Value
Carrying
Value
$ 1,000.00
$ 1,000.00
$ 1,000.00
$ 1,000.00
-----------
-----------
-----------
-----------
PROroSED DIS'IRIBOTIONS 1D BENEFICIARIES
Estate of Ruth W. Garman
For Period 02/22/01 Through 8/14/02
Page 4
To: Kent Gannan
Specific Bequest - Cash
Cash
$
500.00
Total
$
500.00
To: Kathy St. Jean
Specific Bequest - Cash
Cash
500.00
Total
$
500.00
'IDrAL PROrosED DISTRIBUTIONS 1D BENEFICIARIES
$ 1,000.00
-----------
-----------
\, /'/-6..3 - /
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
REY-1547EICAFPUI-D2>
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-24-2002
GARMAN
02-22-2002
21 02-0463
CUMBERLAND
101
RUTH
W
'02
,JJI_ -1
': ~"j
JERRY A WEIGLE
WEIGLE & ASSOCIATES PC
126 EKING ST
SHIPPENSBURG PA 1721nr
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 ~
REv=is4'-E30\FP--('oFo'2rNoYicE--oF-YNHEifiTANcrTAin('PPRAisEif€NT~--ALD5'WAircrCrR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GARMAN RUTH W FILE NO. 21 02-0463 ACN 101 DATE 06-24-2002
TAX RETURN WAS: I X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estete ISchedule A)
2. Stocks and Bonds ISchedule B)
3. Closely Held Stock/Partnership Interest ISchedule C)
~. Mortgages/Notes Receivable ISchedule D)
5. Cash/Bank Deposits/Misc. Personal Property ISchedule E)
6. Jointly Owned Property ISchedule F)
7. Transfers ISchedule G)
8. Total Assets
(1)
(2)
(3)
I~)
15)
(6)
(7)
.00
.00
.00
.00
1,687.40
.00
.00
(8)
1,687.40
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses ISchedule H)
10. Debts/Mortgage Liabilities/Liens ISchedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts ISchedule J)
l~. Net Value of Estate Subject to Tax
If an assessment was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line l~ at Spousal rate (15)
16. A.ount of Line l~ taxable at Lineal/Class A rate (16)
17. A.ount of Line l~ at Sibling rate (17)
18. Allount of Line l~ taxable at Collateral/Class B rate (18)
19. Principal Tax Due
ITS:
NOTE:
+
DATE
05-13-2002
NUMBER
CDOO1l72
INTEREST/PEN PAID 1-)
2.40
(9)
(10)
622.48
.00
Ill)
(12)
(13)
11~)
6':!':! 48
1,064.92
.00
1,064.92
.00 X
1,064.92 X
.00 X
.00 X
00 =
045 =
12 =
15 =
.00
47.92
.00
.00
47.92
(19)=
AMOUNT PAID
45.52
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
47.92
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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REV-1500 EX + (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500 \ l I
DEPARTMENT OF REVENUE f ~
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER UI-.3
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2002
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Garm3n, Ruth W. 174-05-1885
DECE- DATE OF DEATH (MM-DD-YEAR) 1 DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
02/22/01 01/20/1904 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
3. Remainder Return
CHECK r Original Return ~' Supplemental Return B (date of death prior to 12-13-82)
APPRO- 4. Umited Estate 4a. Fu'bJre Interest Compromise 5. Federal Estate Tax Return Required
(date 01 death after 12-12-82)
PRIATE 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) (Attach a copy of Trust)
BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between D 11. Election to tax under Sec. 9113(A)
12-31-91 and 1-1-95) (Attach Sch 0)
mi$~H~e@~i@:fiUlp~~JPQHflj:j$iltWJr~18llPt!Ml!TiQW$HQ!li:Pj!jg!j:!!!!m%tiltlm9i
NAME t'~_,' COMPLETE MAILING ADDRESS
COR- Jerrv A. Weiale, re 126 East King Street
RE- FIRM NAME (If Applicable) Shiwensburg , PA 17257
SPON
DENT Weiale &0 Associates, P.C.
TELEPHONE NUMBER
(717) 532-7388 -~ _0.'
- .- "'-'OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1) rti:te
2. Stocks and Bonds (Schedule B) (2) None ---
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None :::-
4. Mortgages & Notes Receivable (Schedule D) (4) None ~
\...0
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 1,687.40
6. Jointly Owned Property (Schedule F) ,~
D Separate Billing Requested (6) None -
RECA-
P/TULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7) None
8. Total Gross Assets (total Unes 1-7) (8) 1,687.40
9. Funeral Expenses & Administrative Costs (Schedule H){9) 622.48
10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) (10) None
11. Total Deducllon. (total Unes 9 & 10) (11) 622.48
12. Net Value of Estate (Une 8 minus Una 11) (12) 1,064.92
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None
has not been made (Schedule J)
14. Net Value SUbJect to Tax (Une 12 minus Una 13) (14) 1,064.92
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amountof Line 14taxableatthespousaltax
rate, or transfers under Sec. 9116(aXl.2) X .0 (15)
-
TAX 16. Amount of Line 14taxableat lineal rate 1,064.92 X.O 45 (16) 47.92
-
COMPU- 17. Amount of Line 14taxable at sibling rate 0.00 x.12 (17) 0.00
TATlON 18. Amount of Line 14 taxable at collateral rate 0.00 x.15 (18) 0.00
19. Tax Due (19) 47.92
20. D lPfflWkij~jF!iQQ~ijgj!,$!I~*ija!ljNi:lO!'lANmreR!ll!~1
.................
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@!j~$l:lijgitQl\l$wel)\U:io$e$f!Qilit&NIiA'G~~AN!)$e$B~M~ifflM
',':':':':':"':':':':':':':':':',"':':':':':':':':"':':',',::',::':',',':',',':',"':',',',',:;'"",,:,:".y......
o PA15DD1
NTF 29755
Copyright 2000 Greatland/Nelco LP - Forms Software Only
.
Estate of: Ruth W. Garman
SlJM'ilARY OF ALIJ)CATIONS TO BENEFICIARIES
Taxable at lineal rate
Kent Garman
Kathy St. Jean
Kenneth Gaman
Wayne Garman
-2002-
500.00
500.00
32.46
32.46
1,064.92
I
.
PA REV-1500 EX (6-00)
Decedent's Com Jete Address:
STREET ADDRESS
121 Walnut Bottom Road
Page 2
CITY
8hi
Tax Payments and Credits:
1. Tax Due (pege 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
STATE
PA
ZIP
17257
(1)
47.92
45.52
2.40
Total Credits (A . 8 + C)
(2)
47.92
3. 'nteresVPenally ff applicable
D. Interest
E. Penalty
TotallnteresVPenalty (0 + E) (3) 0 . 00
4. If Line 2 is greater than Line 1 + Una 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Une 20 to request a refund (4)
5. If Line 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0 . 00
A. Enter the Interest on the tax dUe. (SA) 0 . 00
8. Enter the total of Une 5 + SA. This is the BAlANCE DUE. (58) 0 . 00
,....:.:.......J[~~~~..~~~W~~f~~~6rr6~~gi~~~~i'~iii~ii~~1~~7~~;;~~~+H~..i~~~.8~~i~~...~t8cKs...
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ..........,........,... ~ I
b. retain the right to designate who sha" use the property transferred or its income;
c. retain a reversionary interest; or. . , . . . . . . , . . . . . . . . . , , . . . . . . . . . . . . . . . , . . .
d. receive the promise for life of efther 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? . . . . . . , . . . . . . . . . . . . . . . . . . . , . . . . . . . . , . . . . . . . . . . B i>iJ
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ES
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . , . . . . . , . . , . . . . . . . . . . . . . . . . . . . . . , . . . . . , , . . . . . . . .. .. 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.
Under penalties of perjury, I declare that I have examined this returnl including accompanying schedules and statements, and to the best of my
knowledge and belfef, it is true, correct and complete. Declaration 0 preparer other than the personal representative is based on information of
which re arer has an knowled e.
SIGN TURE OF PERSON RESP NSI8LE FOR FILING RET RN DATE
GV'-
""
(72P.S.1i9118(a)(1.1)(i)].
For dates of death on or after January 1, 1995, the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. Ii 9118 (a)(1.1) (ii)].
The statute riD..,!; nn1 ..umnta transfer to a survivingspoClse from tax, and thestatutoryreqvjrements fot disclosure of assets and filing a tax return are still applicable l'lVen if
the surviving spousejsthe only beneficiaty.
For dates of death on or after July t, 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 forthe use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S.i9116(a)(1.2)],
Thetax rate imposed on the net value of transfers to or forthe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S. Ii 9116(1.2) [72 P.S. ti 9116(a)(1)).
The tax rate imposed on the net value of transfers to orfor the use of the decedent's siblings is 12% [72 P.S. s9116(aX1.3)]. A sibling is defined. under Section 9102, as an individual
who has at least one parent in common with the decedent, whil!ther by blood or adoption.
o PA15002
NTF 29756
Copyright 2000 GreatlandfNelco LP- Forms Software Only
,
Estate of: Ruth W. GaImm
The following person(s) are signing the ret= as representative(s) of the estate:
Wayne GaImm
8199 Newburg Road
Newburg, PA 17240
Kermeth GaImm
16270 Cumberland Highway
Newburg, PA 17240
-2002-
"
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ruth W. Garrran
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
-2002-
Include proceeds of litigation & date proceeds were received by the estate. All DraD.lolntIY-owned with rlaht 01 survlvorshlD must be disclosed on Sch. F.
ITEM
NO,
DESCRIPTION
VALUE AT
DATE OF DEATH
1 Check on hand at date of death - Prudential Financial cash
payrrent 01/25/02 fran Collpany's conversion proceeds
483 .48
2 Fogelsanger-Bricker Funeral Heme - refund of prepaid funeral
02/25/02
967.57
3 Shippensburg Health Care Center - resident accOlIDt proceeds
02/22/02
236.35
TOTAL (Also enter on line 5, Recaonulation) $
(If more space is needed, insert additional sheets of the same size)
1,687.40
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 Nelco, Inc.
~ ,..
. REV-1511EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
RuthW.Gal:m3n
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
-2002-
Debts 01 decedent must be recorled on Schedule I.
ITEM
NO.
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
1 F\.meral Reception - (Weis Market and George's Mini Market)
147.48
2 Willing Workers Sunday School Class - reception
100.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address
0.00
City
Stale
Zip
Year(s) Commission Paid:
2.
3.
Attorney Fees Narre: Weigle & Associates, P. C.
Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
300.00
0.00
City
Relationship of Claimant to Decedent
Stale
Zip
4. Probate Fees
0.00
5. Accountant's Fees
0.00
6. Tax Return Preparer's Fees
0.00
7 Register of Wills, CUmberland County - filing PA Inheritance Tax
Ret=
15.00
8 Register of Wills, CUmberland County - filing Family Settlement
Agreement
60.00
TOTAL (Also enter on line 9. Recaoi,"la!ion) $
(If more space is needed, insert additional sheets of the same size)
622.48
7 CPA11 NTF 10911
Copyright Forms Software Only, 1997 Nelco, Inc.
. ,.
, REV-1513 EX+ (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ruth W. GartPan
SCHEDULE J
BENEFICIARIES
No, NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Kent GartPan
16280 Cumberland Highway
Newburg, PA 17240
2 Kathy St. Jean
4804 Bernal Avenue, Apartrrent B
Pleasantan, CA 94566
3 Kenneth GartPan
16270 Cumberland Highway
Newburg, PA 17240
4 Wayne GartPan
8199 Newburg Road
Newburg, PA 17240
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not Ust Trustee(s)
Grandscn
Granddaughter
Sen
Sen
-2002-
AMOUNT OR
SHARE OF ESTATE
500.00
500.00
32.46
32.46
ENTER DOLLAR AMTS, FOR DISTRIBS. SHOWN ABOVE ON UNES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A, SPOUSAL DiSTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
None
B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
7 CPA13 NTF 10913
TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
0.00
Copyright Forms Software Only, 1997 Nelco, Inc.
(If more space is needed, insert additional sheets of the same size)
.
"
LAST WILL AND TESTAMENT
I, RUTH W. GARMAN, of 8199 Newburg Road, Newburg, Franklin County, Pennsylvania,
17240, being of sound mind, memory and disposition, do hereby make, publish and
declare this my Last Will and Testament, hereby revoking and making void all wills by
me at any time heretofore made.
FIRST.
-
I order and direct the payment of all my just debts and funeral expenses as
soon as may be convenient after my decease.
SECOND.
I give and bequeathe the full sum of FIVE HUNDRED ($500.00) DOLLARS to my
grandson, KENT GARMAN, of Orrstown, Pennsylvania, on a per stirpes distribution
basis.
THIRD .
-
I give and bequeathe the full sum of FIVE HUNDRED ($500.00) DOLLARS to my
granddaughter, KATHY ST. JEAN, of Baltimore, Maryland, on a per stirpes distribution
basis.
FOURTH.
I give, devise and bequeath all the rest, residue and remainder of my
estate, real, personal and mixed, whatsoever and wheresoever situate, in equal
shares, as follows:
A. ONE SHARE to my son, KENNETH GARMAN, of Newburg, Pennsylvania, on a per
stirpes distribution basis;
B. ONE SHARE to my daughter, MARTHA BUTTERFIELD, of Newville, Pennsylvania, on
a per stirpes distribution basis;
C. ONE SHARE to my son, WAYNE GARMAN, of Newburg, Pennsylvania.
~ W}j I1Mrl aM.-
(SEAL)
MARK. WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KtNG STREET - SHI?PENSBU~G, PA. 17257
.'
In the event that my son, Wayne Garman, should predecease me or is not living on
the sixtieth (60th) day following my death, I then direct that the share of my estate
that he would have received under this my Last Will and Testament be divided equally
among the three stepchildren of the said Wayne Garman, namely: RICHARD SCHRIVER, of
Fayetteville, Pennsylvania;
JACQUELINE RHODES, of Orrstown, Pennsylvania;
and
MADALINE MILLER, of Tucson, Arizona, or the survivors thereof.
FIFTH.
I nominate, constitute and appoint my sons, KENNETH GARMAN and WAYNE
GARMAN, or the survivor thereof, to be the Co-Executors of this my Last Will and
Testament; if neither of my said sons be able to fulfill the duties of Executor, I
then nominate, constitute and appoint my daughter, MARTHA BUTTERFIELD, to be the
Executrix of this my Last Will and Testament.
SIXTH.
I direct that my personal representatives shall not be required to give
bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, RUTH W. GARMAN, have hereunto set my hand and seal to
this my Last Will and Testament, written on two pages, the first page signed for
identification only, this'rl1.. day of ~Vv , 1993.
JeJ;t lu )J cvuvYl~
(SEAL)
-2-
MARK. WEIGLE AND PERKINS _ ATTORNEYS AT L.AW - 126 EAST KlNG STREET - SHlPPENSBURG, PA. 17257
.'
"
This instrument was by the Testatrix, RUTH W. GARMAN, on the date hereof,
signed, published and declared by her to be her Last Will and Testament, in our
presence, who at her request and in her presence and in the presence of each other,
we believing her to be of sound and disposing mind and memory, have hereunto
subscribed our names as witnesses.
~11.~
Q~ c flJJ.J-..
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
I, RUTH W. GARMAN, the Testatrix whose name is signed to the foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will; that I signed it willingly; and
that I signed it as my free and voluntary act for the purposes therein expressed.
U Lu- JJ @/}'y1 aVL--
Sworn or affirmed to
before me by RUTH W.
this ~ day of
and acknowledged
GARMAN, the Testatrix,
'l; , 1993.
_Seal
Rhonda R. WoIfoId, Notary Pubic
Shippensburg BolO. Cwnbertard COIX1ly
My Commission 8q:lires Jan. 20. 1997
MARK. WEIGLE AND PERKINS _ ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA. 17257
Ii, .
- .
-1
"
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
We,
~-n.~~
and\3)k';:"";" c. r J..,....,A.L.
the witnesses whose names are signed to the foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw RUTH W.
GARMAN, Testatrix, sign and execute the instrument as her Last Will; that she signed
willingly and that she executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the Testatrix signed
the will as witnesses; and that to the best of our knowledge the Testatrix was at
the time eighteen (18) or more years of age and of sound mind and under no constraint
or undue influence.
~
')l.~
\1.....~ C ,j',J.-.J-.4...
Natariaf Seal
Rhonda R WoIfcrd. NoIaIy Pubic
Sl1II:Pensburg Bore. Cumberland CounIy
My ConvnisOOn E>cpirosJan. 20,1997
MARK, WEIGLE AND PERKINS _ ATTORNEYS AT LAW - 126 EAST KING STREET _ 5HIPPENSBURG. PA. 17257