HomeMy WebLinkAbout04-20-05
CGMMONWEALTH 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
NEER FRANCIS 0
70 GREENFIELD DRIVE
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 212-40-1394
FILE NUMBER: 2105-0097
DECEDENT NAME: NEER RUTH E
DATE OF PAYMENT: 04/20/2005
POSTMARK DATE: 04/20/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 01/27/2005
NO. CD 005232
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $9,503.37
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TOTAL AMOUNT PAID:
$9,503.37
REMARKS: ESTATE CHECK
CHECK#126
SEAL
INITIALS: RSK
RECEIVED BY:
REGISTER OF WILLS
,.
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GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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~" COMMONWEALTH OF
,. PENNSYLVANIA
. '.. DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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REV-1500
OFFICIAL USE ONLY
FILE NUMBER
eX ~ - ---LJ 5"
COUNTY CODE YEAR
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Alc:.f:. t( TN E
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NUMBER
DATE OF DEATH (MM-DD-YEAR)
SOCIAL SECURITY NUMBER
c7? / J. - '10
39'~
DATE OF BIRTH (MM-DD-YEAR)
() I -.;? -;( 0 () (p - ~ 9 - /91 (p
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
F. /}-Tv e.1 .5 0, I'Ve e-/Z.
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
[A] 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Teslate (Attach copy 01 Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date 01 death after 12.12-82)
o 7. Decedent Maintained a Living Trust (Attach copy o!Trust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Return (date of death poor to 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to lax under Sec. 9113(A) (Attach Sch 0)
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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)
11. Total Deductions (tolal Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
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14. Net Value Subject to Tax (Line 12 minus Line 13)
I;;' 37 J-k,u...y ~,jtc:-
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(1)
(2)
(3)
(4)
(5)
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OFFICIAL USE ONLY
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(10)
(11) <<Jf J L.j I Ol
(12) bfo7,31)/
(13)
(14) t., (,7. 398'
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
5Y7, 3q~
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x.O_ (15)
x.O_ (16)
x .12 (17) f., 5 t. <6 7/ 710
x .15 (18) J &" () 00.00
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a}(1.2)
16. Amount of Line 14laxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14laxable at collateral rate
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
20.0
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
tfUnl 1;. MEE/Z-
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 property which is jointly-owned with
right of
survivorshiD must be disclosed on Schedule F.
ITEM
NUMBER
1.
FILE NUMBER
6/}- oS- 00091
DESCRIPTION
VALUE AT DATE
OF DEATH
l?e~/k~aI 1& 6lUeithek/ ;O/Vw- i ('b,vlt!Jk I /;1
( Y 1- 1'-11e~-r /x k/XL ClJ- r- Cthl I. ~
.4J1~/~o-t ~du/ (~/99;t'lJcJ. p(; )
91 @,tI)
/
TOTAL (Also enter on line 1, Recapitulation) $ q 'I, AA9 . ~
(If more space is needed, insert additional sheets of the same size)
SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS
LOCATION: 70 Greenfield Drive
Carlisle, Pennsylvania
TAX PARCEL NUMBER: 40-24-0748-153
IMPROVEMENTS: One-story detached single-family dwelling.
PROPERTY RIGHTS: Fee simple interest.
OWNERSHIP HISTORY: The subject property is owned by Ruth E. Neer. The
property was purchased on September 24, 2002 for a
reported consideration of $190,000 and ownership
transferred on Deed Book 253, Page 3522.
SCOPE OF THE ASSIGNMENT: The scope of the assignment included an analysis of the
subject's area, an inspection of the subject property, an
estimation of the property's highest and best use,
consideration of all three approaches to value, and the
application of those relevant to the valuation of the
subject.
OBJECTIVE: To estimate the market value of the subject property as
unencumbered.
EFFECTIVE DATE: January 27,2005.
HIGHEST AND BEST USE: Continued use as a single-family residence.
COST APPROACH: N.A.
SALES APPROACH: $194,000
INCOME APPROACH: N.A.
FINAL VALUE CONCLUSION: $194,000
2
APPRAISAL CERTIFICATION
I hereby certify that upon application for valuation by:
THE ESTATE OF RUTH E. NEER
the undersigned personally inspected the following described property:
All that certain parcel of land, with the improvements thereon erected, situate in South
Middleton Township, Cumberland County, Pennsylvania, bounded and described as follows:
Beginning at an iron pin set on the northern building line of Greenfield Drive at comer
of Lot 2 on the Final Subdivision Plan recorded in Plan Book 84, Page 66; thence by building
line on the said Greenfield Drive, North 66 degrees 58 minutes 52 seconds West 63.51 feet to a
point; thence continuing along the said Greenfield Drive, by a curve to the right having a radius
of25 feet, a distance of 36.77 feet to a point; thence along the Eastern line of Rock ledge Drive
being 30 feet from the center line thereof, by a curve to the right having a tangent of 450.26
feet, a distance of7.87 feet to a point; thence continuing along the eastern building line of the
said Rockledge Drive, North 16 degrees 17 minutes 16 seconds East 227.13 feet to an existing
iron pin; thence by lands now or formerly of Todd L. Thumma, South 73 degrees 48 minutes
46 seconds East, 174.58 feet to an iron pin set on line of lands now or formerly of John H.
Castles; thence by lands of the said John H. Castles and lands now or formerly of Dona M.
Heishman, South 11 degrees 50 minutes 31 seconds West, 129.30 feet to an iron pin set being
the comer of Lot 3 on said Plan of Lots; thence by Lot 3 and Lot 2, North 73 degrees 42
minutes 44 seconds West, 99.51 feet to an iron pin set being a comer of said Lot 2 on said Plan;
thence by said Lot 2, South 16 degrees 17 minutes 18 seconds West, 139.11 feet to an iron pin
set, the place of beginning. Containing. 7904 acres and being Lot 1 on said Plan of Lots.
To the best of my knowledge and belief the statements contained in this report are true
and correct, and neither the employment to make this appraisal nor compensation is contingent
upon the value reported, and in my opinion the Market Value as of January 27,2005 is:
ONE HUNDRED NlNETY-FOUR THOUSAND DOLLARS
$194,000
The property was appraised as a whole, subject to the contingent and limiting conditions
outlined herein.
Larry E. Foote
Certified General Appraiser
GA-000014-L
3
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF ~
HUn!
SCHEDULE B
STOCKS & BONDS
E.
IVcete
FILE NUMBER
6l1- tJ5"- O~<?7
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
S-u ~ II~f
TOTAL (Also enter on line 2, Recapitulation) $ 5~ J ~ <6' if. C(L
{If mnrA Q.n!:ll"o iC! noortcrl inC!.Clrt ~rtrtitinn'=lll ~h.o.o.to nf tho. o~rn.o. ol~o.\
.FEB-'11-2005 FRI 09:27 AM ORRSTOWN STONEHEDGE 17172490
ORRSTOWN BANK
Page 1 A.set Review Security Detail
Accou~ RUTHE.NEER Number 81
For All 6ecurltlH
Security Name SnlreR/Par Unll Market Inveltment COlt Market Value E
Balfa Annul
ACE CAP TR I PFD "00.0000 25."6 10,500.00
AMBLER PA 3.16% 6/14 25,000.0000 101.217 24,871,00
AMERICAN EXPRESS CO 300,0000 66,82 3.022.00
AM VANGUARD CORP 200.0000 37.22 4.370.50
CAMDEN CD 3% 311"/07 25,000.0000 98.458 25.000.00
CITIGROUP INC 200.0000 49.78 6.612.00
FPL GROUP INC 500.0000 79.7 9,393.00 39,850.00
FFCB 3.26 12/29/06 20,000.0000 99.663 20,000.00 19,912.60
FFCB 4.04 12/17/08 10,000.0000 99.25 10,000.00 9,926.00
FFCB 5.75 8J4"" 15,000.0000 1 03.626 15,000.00 15,543.75
FHlB 4 10/27/08 26,000.0000 99.906 26,000.00 24,976.60
FHLB 3.18 12/29108 10,000.0000 99...89 10,000,00 9,946.90
FHLB 4.7612/9/10 10.000.0000 100.688 10,000.00 10,088.80
FlilB 3 9/28107 10,000.0000 98.375 10,000.00 9.837.60
FHLB 50/0 5/17/11 10,000.0000 101.313 10,000.00 10,131.30
FHLB 4,2612129109 20.000.0000 100.376 20,000,00 20,076.00
FHLB 4 8/27/08 20,000.0000 99.219 20,000.00 19,843.80
FNMA 8% 2/17/25 10,000.0000 111.14 9,954.00 11,11".00
FED ULTRASHORT BD 6,263.1580 1.87 10,000.00 9,842.11
FORD 7...5% 7/18m1 10,000.0000 100.685 10,000.00 10,068.50
HillS 6.12610/1/13 10.000.0000 104416 10,018.00 10,441.80
LANC CO PA 4 6/1/1tj 15,000.0000 102.97" 15,000.00 15,"46.10
MIDDLE BY CORP 200,0000 60.092 3,740.08 [ 10,018.40]
FED MONEY MKT-PRI 182,"43.2000 1 182,"43.20 182.443.20
FED MONEY MKT-INC 8,046.4100 1 8,046."1 8,0"6.41
PENNSCD 4.8611/16 20,000.0000 105.489 21.142.00 21,097.80
PITTS PA 5.12512/31 10,000.0000 105.519 10,021.00 10,551.90
PUBLIC SERVICE ENTER 300.0000 642 7,898.00 L 16.260:EEJ
Total. 472,111.7810 121,130.17 6111,184.12
,.,,~"."~, '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
J/'Ee7L
Aunt E.
FILE NUMBER
01) - 05" -()OO9'7
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.
Ql.
DESCRIPTION
VALUE AT DATE
OF DEATH
'~ 1f1IeJle..J~ )AI /'Itit m~1 ~A/EEte.-- 6000
~NOTIi>AJ - .4s ~IJ- u); II (S.f2.12- 4tA/~48'/~SO.)
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ItouJ. ~ Hcl-() PI.51fC5.
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TOTAL (Also enter on line 5, Recapitulation) $ 6} /.).5",O()
(If more space is needed, insert additional sheets of the same size)
K~lley Blue Book - Private Party Pricing Report - Mercury, Mountaineer
Page 1 of2
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REVIEWS &. RATINGS T AOVICE
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BUICK:
BLUE BOOKll. PRIVATE PARTY REPORT
Pennsylvania. April 14, 2005
1998 Mercury Mountaineer Sport Utility 40
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Trans: Automatic
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Mileage: 45,000
Equipment
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AM/FM Stereo
Cassette
Dual Front Air Bags
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Leather
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Consumer Rated Condition: Good
"Good" condition means that the vehicle is free of any major defects. This vehicle has a
clean title history, the paint, body and interior have only minor (if any) blemishes, and
there are no major mechanical problems. There should be little or no rust on this
vehicle. The tires match and have substantial tread wear left. A "good" vehicle will
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Private Party Value S.E:!arc_h Local Listinqs for_IbJ~d~ar $8,250
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c .REV-151'1EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
({.IA 111 ~,
/1/ € €:I'--
FILE NUMBER
;./-- O~ - OOoq7
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
1.
'€ v/ltV~
lJ~d '/1Ie!ls ~If~ I/cMf E
j I 1~tJ,li>
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State _ Zip
Year(s) Commission Paid:
2.
Attorney Fees 303€'PH I), l3u.c'~L~ J E$~/d
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
0/.0; 750.".
Claimant
Street Address
City
State _ Zip
Relationship of Claimant to Decedent
Q;l~C1J
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
A-d lJe~hs /11 5 )~ 1-/eA!.S
~ I ;l. I c.
TOTAL (Also enter on line 9, Recapitulation) $ ::J if ~ (p 11d U
(If more space is needed, insert additional sheets of the same size) /
REV-1511 EX. (1-97)
ESTATE OF
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Ii L{ t1f E' I /tIQ/l-
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
02/- o~ -0009'7
DESCRIPTION
IIttJ6i4ut}tve,C /.Jlt-l- ~ tuntll€7tLi"f',./JtJ - ~.,~U- FIIL€~'" h.fcea,.-
AMOUNT
LIS; th)
TOT AL (Also enter on line 10, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same size)
If );P/)
~Ell.1513 EX. (1-97)_
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
(J, um ~.
/II EEl?-
FILE NUMBER
~/-()!i - bOO 91
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
1. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
1. 5eL ~ AtJr,
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
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LAST WILL AND TEST AMENT
OF
RUTH E. NEER
I, RUTH E. NEER, domiciled and resident at 70 Greenfield Drive, Township of
South Middleton, Cumberland County, Commonwealth of Pennsylvania, declare that this
document is my Will and revoke all my previous Wills and Codicils.
I.
IDENTIFICATIONS AND DEFINITIONS
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I am married to FRANCIS O. NEER. I have no children.
II.
PAYMENT OF EXPENSES, DEBTS, AND TAXES
I direct my Executor to pay medical, funeral, and administrative expenses and all
taxes payable by reason of my death, before any division of my estate. My Executor shall
not attempt to have any part of such taxes apportioned among the recipients of property
includible in determining the amount of such taxes. Proceeds on insurance on my life up
to the maximum allowable as an exemption from Pennsylvania Inheritance Tax and
distributions from pension and profit sharing plans exempt from federal estate tax, all of
which are payable to my Trustee or any beneficiary (other than my estate), shall not be
used to pay debts, taxes, expenses of administration or other charges against my estates.
It is my express desire that my remains be cremated and the arrangements be
handed by Ewing Brother's Funeral Home and that my remains be buried in the
Stambaugh family lot in Cumberland Valley Memorial Gardens.
III.
SPOUSE SURVIVING
My hu~band and I married later in life. He was previously married with a
daughter to that marriage.
My husband, Frank, and I have our own separate estates. We own an automobile
and a home together. It is our intention that should I die before him or that if he would
die before me, the survivor would hold title to the automobile and the house until such
time that the survivor would no longer have use for the automobile or home. At that time
the automobile or home shall be liquidated and the proceeds therefrom would be equally
divided between our individual estates or to our heirs (my brothers and sisters or Frank's
daughter), provided, however, that I had not purchased my spouse's share as
contemplated in the next sentence. In the alternative, if it is feasible and prudent to do so,
and in an effort to keep the distribution of our assets equitably divided among our
separate estates, Frank may have the vehicle and home appraised and pay my estate one
half the then appraised value of these items.
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IV.
SPECIFIC BEQUESTS AND TANGIBLE PERSONAL PROPERTY
I bequeath as follows:
I. To my brother, DEAN STAMBAUGH, 2027 Windsor Place, Findlay, OH 45840, the
amount of $80,000.00.
2. To my sister, JEAN BLOSSER, 140 Tower Circle, Carlisle, PA 17013, the amount
of $50,000.00.
3. To my sister, FAYE TRUXAL, 31 Stonehedge Drive, Carlisle, PA 17013, the
amount of $50,000.00.
4. To my sister-in-law, MILDRED STAMBAUGH, 4313 Freemansburg Avenue,
Bethlehem, P A 18020, the amount of $50,000.00.
5. To my sister-in-law, GLORIA STAMBAUGH, 1916 Canyon Village, San Ramon,
CA 94583, the amount $50,000.00.
6. To my niece, KIM VAN FLEET, RD 9, Box 73, Carlisle, PA 17013, for care,
concern, and special services, the amount of $15,000.00.
7. To my nephew, ROBERT D STAMBAUGH, my nephew, 619 W. North Street,
Carlisle, PA 17013, for his help, the amount of$15,000.00.
8. To ROBERT M. STAMBAUGH, my nephew, 130 N.E. 44th Street, Miami, FL
33137, the amount of $5,000.00.
9. To MICHAEL STAMBAUGH, my nephew, the amount of $5,000.00.
10. To ALAN STAMBAUGH, my nephew, 185 Edge Hill Drive, Akron, OH 44312, the
amount of $5,000.00.
11. To RICHARD STAMBAUGH, my nephew, 6664 Glen Rose Lane, Maumee, OH, the
amount of $5,000.00
12. To BARBARA WELLER, my niece, 1310 Montrose Drive, Shelby, NC 28054, the
amount of $5,000.00.
13. To WILLIAM BAILEY, my nephew, 1 Wiltshire West, Carlisle, PA 17013, the
amount of $5,000.00.
14. To ROBERT BAILEY, my nephew, 1168 Redwood Drive, Carlisle, PA 17013, the
amount of $5,000.00.
15. To BARRY BAILEY, my nephew, 4403 Regency Drive, Ft. Collins, CO 80526, the
amount of $5,000.00.
16. To STACEY LEHRE, my niece, 587 Grey Friars, Detroit, MI 48217, the amount of
$5,000.00.
17. To CHRISTOFER STAMBAUGH, my nephew, the amount of $5.000.
18. To DONALD BLOSSER, my nephew, 140 Tower Circle, Carlisle, PA 17013, the
amount of $5,000.00.
19. To JEFFREY BLOSSER, my nephew, 105 Susan Lane, Carlisle, PA 17013, the
amount of $5,000.00.
20. To TERESA QUESENBERRY, my niece, 206 Faith Circle, Carlisle, PA 17013, the
amount of $5,000.00.
21. To BRUCE TRUXAL, my nephew, 10 E. Oakwood Drive, Carlisle, PA 17013, the
amount of $5,000.00.
22. To SCOTI TRUXAL, my nephew, 347 Pecon Hollow Ct., Coppell, TX 75019, the
amount of $5,000.00.
23. To KAREN TRUXAL, my niece, 2317 Laurel Cove Dr., Virginia Beach, VA 23454,
the amount of$5,000.00.
24. To LINDA KRAUER, my niece, 6 Salt Marsh Cove Lane, Beaufort, SC 29902, the
amount of $5,000.00.
25. To BONNIE GUTSHALL, my niece, 320 Enola Road, Carlisle, PA 17013, the
amount of $5,000.00.
Tangible Personal Property - My husband and I have many pieces of tangible personal
property which were brought into our marriage and which we desire to remain in our
respective families. Of this personal property the master bedroom set i:tl1E1 till ti,yIli~,L.ugs
in the master bedroom are given to Kim and Glen VanFleet. On all other items of
tangible personal property we have place a color, adhesive circle on each item. The
circles are colored either, green, red or yellow. Any item having a green circle was
brought into the marriage by me and my family should have the first option to take any or
all of these items. Any item having a red circle was brought into the marriage by my
husband Frank and his daughter and her family should have the first option to take any of
these items. Items having a yellow circle were obtained by Frank and me during the
marriage. Such items should be divided among our families as my Executor determines
appropriate, in shares of substantially equal value. I recommend, but do not require, that
all such items of tangible personal property be appraised and that the families select in
rotation items at the appraised value, the order of choice to be determined by lot.
If the families do not desire any item, such item may either be sold or given to a
local charity by the Executor at his or her option.
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V.
RESIDUAL BENEFICIARIES
The rest and remainder of my estate shall be equally be divided between my
brother Dean Stambaugh, my sisters Jean Blosser and Faye Truxal who survive me.
VI.
FIDUCIARIES
Executrix: I nominate and appoint my husband, FRANCIS O. NEER, as
Executor of this Will to serve without bond. If he does not survive me, declines to act, or
having qualified, resigns, dies, or is removed, I nominate KIM V AN FLEET, to serve as
sole Executor to serve without bond.
Powers: I give my fiduciaries, including successor fiduciaries, all the powers
contained in Chapter 71 of the Pennsylvania Probate, Estates and Fiduciaries Code at the
time of the execution of this Will, and those powers are incorporated by reference.
VII.
MISCELLANEOUS
Survival Defined: No person shall be deemed to have survived me or to be living
at my death if he/she shall die within thirty (30) days after my death.
Implied Contract: This Will is being executed on the same date as is the Will of
my wife; and it is our intent that certain provisions relating to the disposition of our
tangible personal property and our real property be considered joint or mutual, it being
our express intention that the survivor be restricted in the disposition of our jointly owned
property.
Personal Information: To assist my executor, the sources of my assets are:
1. Bank of New York (pension, Lighthouse)
2. Exxon! Mobile Corporation (pension).
3. Social Security Number 212-40-1394
4. Investment account Orrstown Bank.
5. Bank Account Orrstown Bank.
In testimony of which I now sign this Will, in the presence of witnesses whose
names will appear below, and request that they witness my signature and attest to the
execution of this Will, this 27th day of September, 2004 at 70 Greenfield Drive, Carlisle,
Cumberland County, Pennsylvania.
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RUTH E. NEER
RUTH E. NEER, in our presence, signed this instrument. Before she signed it,
she declared to us that it was her Will and requested that we act as witnesses to its
execution. We believe her to be of sound mind, possessing testamentary capacity, and not
subject to undue influence, fraud, or coercion. We now, in her presence, and in the
presence of each other, sign below as witnesses, all on this 27th day of September,
2004 a 37 Holly Pike, Carlisle, Cumberland County, Pennsylvania.
. residing at 1237 Holly Pike, Carlisle, P A 17013.
~ ~Siding at 34 Summerfield Drive, Carlisle, P A 17013
COMMONWEALTH OF PENNSYL VANIA
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COUNTY OF CUMBERLAND
We, Joseph D. Buckley and Cheryl L. Bennecoff, the witnesses whose names are
signed to the foregoing instrument, being dilly qualified according to law, do depose and
say that we were present and saw Testator sign and execute the instrument as her Last
Will: that she signed willingly and 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 of
our knowledge the Testator was at that time eighteen (18) or more years of age, of sound
mind, and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by Joseph D. Buckley and
Cheryl L. Bennecoff, witnesses, this 27th day of September, 2004.
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NOTARIAL SEAL
KAREN KAY BUCKLEY, ~ NIle
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