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Home My WebLink About01-0125 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Leona F. Rupp late of the Borough of Carlisle, Cumberland County, Pennsylvania, Deceased. Social Security No. 174-20-3118 No. 21-01- I ~ To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older and the executor named in the last will of the above decedent, dated June 10, 1996. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 940 Walnut Bottom Road, Carlisle, Pennsylvania 17013. Decedent, then 90 years of age, died January 23, 2001, at Manorcare Health Services, 940 Walnut Bottom Road, Carlisle, Pennsylvania 17013. 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 an incapacitated person. Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in PA (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ 27.000.00 $ $ $ None WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and the grant of letters testamentary thereon. Signature and Residence of Petitioner tt/. ~~ Wayne~de 53 West Pomfret Street Carlisle, P A 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) The petitioner above-named swears or affrrms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent petitioner will well and truly administer the estate accordin~ to law. Sworn to or affIrmed and subscribed 0- before m 0<J day of 2001 w~~ef~ ~ I t - ;:) 00 ~ / J..; Hl00.80' REV 9/R6 This is to certify that the information here given is correctly copied fran: an original certificate of death dul~ filed with Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg. me as WARNING: It is illegal to duplicate this copy by photostat or photograph. No. Li,.~ ~.~~~~ Local Registrar Fee for this certificate, $2.00 p 6948004 JAN 2 4 2001 Date H10S.1QAev.2/87 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH :tINT <~I Leona Rupp 'Female .. STATI ,"'( NUM8Efll SOCIAl. SECURITV NUMBER t. F. ,. 1 4- DATE OF DEATH ,MCl'IIfl. 0..,. '....) 2),2001 ,ENT INK NAME OF DECEDENT ~Flf~, Middle. LoUI' 90 v". Pl.ACE fY OEATH lCt-eck oNy",.. - iM ,nSltuc!,,()M on ~ ,.oet HOSPllAI.; I~ 0 ER/OulpIt..". 0 ::..,,0 AGE (I." 8irttlda1VI uNOER , YEAR MonfM Oays 5. COUNTY OF oe.crH Cumberland RACE . Amencan "'n. ~, White. etc. -, White 1.. DECEDENT'S USUAL OCCuMI'ION (GivelatldclWOl'koonedutll"lQmc:sI b C t oI-n"erK'''''''....., um . oun y I1L "" Court House DECEDENT'S WAtLING ADOAESS (SItM!:. CiIyfbwn, Sc.Ie. ZIpCodeI DECEDENT'S 940 Walnut Bottom Road ~~~~ Carlisle,Penna. 1701) ~~~~ ,.. FRHER'SNA"E(F'~."EdOS) dE. Rupp, Sr. I., war INFORMANT'S NAMe (T n-Prinf) . ~eymour A. Ewin METHOO OF OISPOSlTtQN 't- . 0 8uriII1 0 Cremlllion RemovIlIIJorn Stale 0 00nlIti0n athtf fSoecllyl "L !llG>UITURE MARITAL STATUS. Married N.- Married, Widowed. -- ,..Never Marri "..$-_._...... SOU SUfMvtNQ SPOUSE ," ... QIW INIden 1"IAn"Ie) _. 17b. Coun ...,-- 24. tJ-. M. 25. 21.......-r I: EI"II.rThe diM...s, injuries 0' comDliCafionswhiel'lc.ausedlhe~attl Oonolant..-IMmodao LiSt onty OM cauM on each Ii,. 0tl5~ DUE TO (OR AS A CONSEOUENC 23b. 23c. Wl'S CASE REFERRED TO ME~EXAMINeAICORONEFl Yo. ",,0 II. ~n.st. sl'loc:k 0' heart tail",. I Appraztma'a PART II: Other 'ignirlcanl c:oncIItioNc:ontributInito$a1tl, but :=-== noc rnulIin9inthe~c.a";Mni!'l PART l. . , I [ : L DUE 10"'" ASA CONSEOUENCE 0Fl0 weRE AU10PSY FINDINGS MANNER OF OEATH """"tABLE PAteR TO CQMPlETlON OF CAUSE ~ 0 OF DEATH? Natural HomiCide -... Pending '"""tigallon 0 No 0 SuicicM 0 Could not be detanntned 0 DATE OF INJURY (MQnlh. Day, Yur) TIME OF INJURY INJURY AT WORK? OESCRIBE HON INJURY OCCURRED. _ 0 NoD ... ... LOCATKlN (5",", C4yfTown. SWI., :tie. 21b. CUlTIFIEA ,Check onlv oroe) "cunlf'YING PHYSICIAN (Ph'fSIC.an cenJfyong cause 01 Malt1 wh8l"' .Jnolher phVSICoan nas pronounced dealh ana comPleled Item 231 To.... ~t of my know~, d..ttl oceunwd d\Ml to "'e cau,,(slanct manner.. .tated. .. . .. . . . .... . . . . .. . . zo. PlACE OF INJURY. All'Iome,larm. ..'eet.lactory. ort'ca buitdnQ. etc.ISpecdvl _. o "PRONOUNCING AND CERTlFYING PHYStClAH (Physclllln Dall'l ;)IOI'IOuI"Cll"9 aealt1 and Cl!f1llyttlg 10 cause 01 deaml To the ~ 01 my llno.led;f!, deaUI occurred at the time, dlte, and place, and due to the C.Use(I) and mann.r a. slatl'd .MEDICAL EXAMiNER/COAONER On the b..ls of euminetlon and/or investigation, in my opinion, death occurred at the time, dele, and place, and due to the eause(s) and mann..... !It.led...... .. .. .. .......................,........."..,...... .. .........,.,..,..,..........,...,. :l1a. REGISTR....R'S SIGN....TURE ANO NU ~[I~\iOl ... OATE FILED (Month. Oay, '/'un e\o.n J.O. d.3 ~\ No. 21-01- 125 Estate of Leona F. Rupp, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JANUARY 31 ,2001, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, lT IS DECREED that the instrument dated June 10, 1996, described therein be admitted to probate and filed of record as the last will of Leona F. Rupp; and Letters Testamentary are hereby granted to Wayne F. Shade. ~(]. 'r1suJ~P'A::' (1.(1. ~,~ Register of Wills FEES Probate, Letters, Etc. . ..$ 60.00 Wayne F. Shade, Esquire 15712 AITORNEY (Sup. Ct. J.D. No.) 53 West Pomfret Street Carlisle, Pennsylvania 17013 ADDRESS 717-243-0220 PHONE Short Certificate(s) . .~ . $ 6.00 EXTRA PAGES 6 $ 18.00 Renunciation . . . . . . .. $ JCP TOTAL $ 5 . 00 $ 89.00 Filed. . JNl.UN-X .3.1, 2001 CALLED ATTORNEY JANUARY 31, 2001 \:'\;\-J \,,"',\ ., 1.l}. ~ WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 21-01-125 LAST WILL AND TESTAMENT I, LEONA F. RUPP, of the Borough of carlisle, county of Cumberland, Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at anytime heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my personal representative or representatives, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give and bequeath my grandfather's clock and my silver, absolutely and in fee simple, to the CUMBERLAND COUNTY HISTORICAL SOCIETY, its successors or assigns, in memory of my mother, LILLIE CAROTHERS RUPP. I further authorize my personal representative hereinafter named to distribute, absolutely and in fee simple, to the CUMBERLAND COUNTY HISTORICAL SOCIETY, its successors or assigns, in accordance with his or her discretion, items of tangible personal property from my Estate which may have any historical significance, also in memory of my mother. The aforesaid discretion of my personal representative shall not extend to the items specifically bequeathed herein to my grandniece, GAYLE TURTZO, if she shall survive me. THIRD. I give and bequeath the Indian artifacts which I inherited from my brother, EDWARD E. RUPP, JR., absolutely and in ". fee simple, unto the CUMBERLAND COUNTY HISTORICAL SOCIETY, its successors or assigns. FOURTH. I give and bequeath, absolutely and in fee simple, unto my grandniece, GAYLE TURTZO, of 118 East Pennsylvania Avenue, Penn Argyle, Pennsylvania 18072, the sum of FIVE THOUSAND AND NO/100 ($5,000.00) DOLLARS and the following items of tangible personal property: Family chest, cedar chest, any other similar containers in the discretion of my personal representatives and the contents of all of them. I further give and bequeath unto the said GAYLE TURTZO, absolutely and in fee simple, my following fourth generation antiques: Lamps, one long mirror, marble top table, one mahogany rocking chair, one drop- leaf candle table, one spool leg three-drawer table, one bric-a- . brae on-the-wall corner shelf, antique corner cupboard, antique ishes, cherry drop-leaf table and cherry serving table. If my said grandniece should fail to survive me, I order and direct that her cash bequest shall lapse and that the aforesaid tangible personal property shall be liquidated and distributed as part of my residuary Estate. FIFTH. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath in three equal shares, absolutely and in fee simple, in memory of my mother, LILLIE CAROTHERS RUPP, unto the SALVATION ARMY, its successors or assigns, of Carlisle, Pennsylvania, the CUMBERLAND COUNTY HUMANE SOCIETY, its WAYNE F. SHADE Attorney at Law S3 West Pomfret Street Carlisle, Pennsylvania 17013 successors or assigns, and the CENTRAL PENNSYLVANIA CONFERENCE OF THE UNITED METHODIST CHURCH, its successors or assigns, for the -2- education of American Indian chiidren through the Native American Ministries of the united Methodist Church. If, at my date of death, the united Methodist Church is unable to direct a gift to the education of American Indian children, I give, devise and bequeath the share otherwise designated for the CENTRAL PENNSYLVANIA CONFERENCE OF THE UNITED METHODIST CHURCH, absolutely and in fee simple, unto the SALVATION ARMY, its successors or assigns, and the CUMBERLAND COUNTY HUMANE SOCIETY, its successors or assigns, in equal shares. SIXTH. For the purposes of this my Last will and Testament, a person shall not be deemed to have survived me unless he or she . shall have survived me by more than ninety (90) days. SEVENTH. I order and direct that any estate, inheritance or imilar tax due as a result of my death with respect to any property passing as a result of my death, shall be paid from the residue of my Estate before its division into shares and prior to distribution as an expense of administration and that no part of the taxes should be prorated or apportioned among the persons or beneficiaries receiving the taxable property. It is my express intention that all inheritance taxes imposed as a result of my ~ death be paid from the residue of my Estate whether or not the property passes under my Last will and Testament. My personal representative shall have full power and authority to pay, compromise or settle any such taxes at anytime whether with respect to present or future interests. WAYNE F. SHADE Allomey at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 EIGHTH. I order and direct that any liens against any personal property specifically bequeathed herein shall be paid -3- from the residue of my Estate prior to distribution as an expense of administration and that such specific bequests of personal property not pass subject to any liens thereon. NINTH. Any and all decisions, determinations or actions made or taken by a personal representative or Trustee hereunder, if made in good faith, shall be final and conclusive on all persons who are or may become interested in my Estate. No fiduciary acting under this my Last will and Testament shall be liable for any error in judgment or for any depreciation or reduction in value of any Estate or Trust assets at anytime, in absence of willful default. TENTH. I order and direct that, upon my death, my funeral arranged through EWING BROTHERS FUNERAL HOME, that my body be cremated in lieu of burial and that my ashes be scattered on the Carothers family plot at the OLD GRAVEYARD in Carlisle, Pennsylvania. ELEVENTH. I order and direct that my real estate be listed sale with RONALD L. MAHAN of 219 Hilltop Road, Boiling Pennsylvania 17007. Should he fail to qualify to accept the listing or decline or cease to serve as my realtor, I authorize my personal representative to select a realtor at his or her discretion. LASTLY. I nominate, constitute and appoint WAYNE F. SHADE, ESQUIRE, to be the Executor of this my Last will and Testament, but if, for any reason, he should fail to qualify as such WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 Executor or decline or cease so to serve, I nominate, constitute and appoint CHESTER M. WEAVER of 201 Clemson Drive, Carlisle, -4- WAYNE F. SHADE Attorney at Law 53 West Pomhet Strut Carlisle, Pmnsylvania 17013 Pennsylvania, and CONNIE J. TRITT to be the successive alternate personal representatives hereof, all to serve without bond. I further authorize the award of a commission of FIVE (5%) PERCENT of my probate Estate as compensation for my personal representative. IN WITNESS WHEREOF, I, LEONA F. RUPP, have hereunto set my hand and seal to this my Last Will and Testament which consists of seven (7) typewritten pages to each of which I have affixed my signature, this 10th day of June , A.D. One Thousand Nine Hundred Ninety-six (1996). ~ ~~ 1f!7~ or:J .. , ~RUPP - ~ .Id' ~ The preceding instrument, consisting of this and six (6) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by LEONA F. RUPP, the Testatrix therein named, as her Last will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. ttI~r~ /2;~~ / -5- WAYNE F. SHADE Attorney at Law S3 West Pomfret Street Carlisle, Pennsylvania 17013 Acknowledgment COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) I, LEONA F. RUPP, the person 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 and Testament and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by LEONA F. RUPP, this 10th day of June , 1996. ~~, _q(O ~ ~RUPP ~tll' ~ Notarial Seal Connie J. Tritt. Notary. Publlo Carlisle. Cumberland County I My Commission Expires Oct. 5. 1956 Affidavit COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) We, Wayne F. Shade and Susan O'Hara , the witnesses whose names are signed hereto, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness; and that, to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. -6- , , , \ Sworn to or affirmed and subscribed to before me by Wayne F. Shade and Susan O'Hara , witnesses, this 10th day of June , 1996. a'h~< fr~ /~ ~O/~ Notary pdiic Notarial Seal Connie J. Tritt. Notary Public Carlisle. Cumberland County My Commission Expires Oct. 5. '9!6 WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle. Peonsylvaoia 17013 -7- - ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Leona F. Rupp Date of Death: January 23, 2001 No. 21-01-125 To the Register of Wills: I hereby certify that notice of beneficial interest as required by Rule 5.6(a) of the Orphans' Court Rules was served upon or mailed to the following beneficiaries of the above-captioned Estate on May 21, 2001: Cumberland County Historical Society 21 North Pitt Street Carlisle, Pennsylvania 17013 Gayle Turtzo 118 East Pennsylvania Avenue Penn Argyle, Pennsylvania 18072 Salvation Army 20 East Pomfret Street Carlisle, Pennsylvania 17013 Cumberland County Humane Society Sinclair and Eppley Roads Mechanicsburg, Pennsylvania 17055 Central Pennsylvania Conference of the United Methodist Church 900 South Arlington Avenue Harrisburg, Pennsylvania 17109 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: May 21, 2001 WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 ftI~ E~ Wayn F. Shade, Esqmre 53 West Pomfret Street Carlisle, Pennsylvania 17013 Telephone: 717-243-0220 - r- ~ , I I I I I I I I ) j I I I ) ] I I I I ) I I 1 I I I I 1 1 I I ) I 1 I I I I I I I , I I I I I <0 q> x w '" <0 :> 0 w 0 IT: . l"- I-- 0 ..... z 111 ::::> t. I"- 0 ~ ::2: <.0 <( m q- <( <:t; .... 0 0 ...... Z I-- riJ-la: 0 z::2:a:llJ ()(/)l--aJ >< <((/)z::2: <C llJo::::> I- .... ~()z w D- <( I- - <c<C W -I- 0 zen <cW W >0 a: ..Jz ><C ....J en zW <C zO - wZ 0 a..<C - !::: LL. a: LL. w 0 :I: Z [T) I- ..... ~ t,t) 0 z r-- <( I- ..... > en W -' >- w lJ...r.t (/) >< 0 l.J... <r zUJ<( z:Jl- CD WI: u.. 0 UJz..J cO 20 o..UJ<( LL>::l N >0.. oUJe ;:::: :!!: <I: W a:_ ILL~ <( 0 ~I- .J ~oe 0.. D: r.n m <(I-~ - II. WW UJz ~CJ C ... 3:UJ~gg:; w O~ __I z:2::loCll > <r cr otc<(~~ iii I (I') <I: ~<(w~a: (.) 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I ) I I I I I ] I I 1 ] 1 It'~dCJ{O .-/~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE jt C-/ *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP (12-DD) DATE OF DEATH 01-23-2001 FILE NUMBER 21 01-0125 COUNTY CUMBERLAND WAYNE F SHADE ACN 101 53 W POMFRET ST I Allount R_i Hed I CARLISLE PA 17013 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 ~ REY=is'4j-ix-AFP-fi'2:o0Y-NOTici--OF-YNHiiiifANCE-TAX-"APPR"AisiMENT-,--AL1-oWANCE-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RUPP LEONA F FILE NO. 21 01-0125 ACN 101 DATE 08-06-2001 TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this forll with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 30,646.44 tax paYllent. 6. JointlY Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 30,646.44 APPROVED DEDUCTIONS AND EXEMPTIONS: 6,521.11 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 142.53 11. Total Deductions (11) 6.663 64 12. Net Value of Tax Return (12) 23,982.80 13. Charitable/Governll8ntal Bequests; Non-elected 9113 Trusts (Schedule J) (13) 18,982.80 14. Net Value of Estate Subject to Tax (14) 5,000.00 NOTE: I~ an assessment was issued previously, lines 14, lS and/or 1&, 17, 18 and 19 will re~lect ~igures that include the total ~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) .00 X 00 = .00 16. Allount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00 17. Allount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 5,000.00 X 15 = 750.00 19. Principal Tax Due (19)= 750.00 TAX CRt;'DITS: PAYMENT IU:Ct::lI"T DISCOUNT ( + ) AMOUNT PAID DATE NUttBER INTEREST/PEN PAID (-) 06-13-2001 AA496717 .00 750.00 TOTAL TAX CREDIT 750.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 II IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) DATE ESTATE OF 08-06-2001 RUPP LEONA F INRE: ESTATEOF LEONAF. RUPP, Deceased, Late of the Borough of Carlisle Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-125 STATEMENT OF PROPOSED DISTRIBUTION The Executor proposes to distribute the entire balance of the Estate for distribution under the provisions of the Last Will and Testament of the decedent, as follows: 1. Gayle Turtzo $ 5,000.00 2. Salvation Army of Carlisle, Pennsylvania 9,317.91 3. Humane Society of Harrisburg Area, Inc. 9.317.90 TOTAL $23,635.81 The Central Pennsylvania Conference of the United Methodist Church was unable to satisfy the conditions of the bequest in Item ,Fifth of the Last Will and Testament of the :~. . :~ Decedent. I, WAYNE F. SHADE, Executor of the Estate of Leona F. Rupp, Deceased, hereby declare under penalty of perjury that the foregoing Statement of Proposed Distribution is true and correct to the best of my knowledge, information and b,elief. Date: August 22, 2001 ~~E~ Wayne F. Shade - WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 IN RE: ESTATE OF LEONA F. RUPP, Deceased, Late of the Borough of Carlisle Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-125 FIRST AND FINAL ACCOUNT OF WAYNE F. SHADE, EXECUTOR Date of Death: January 23, 2001 Letters Testamentary Granted: January 31, 2001 First Complete Advertisement of Grant of Letters: February 16,2001 Account Stated to August 22, 2001 PRINCIPAL RECEIPTS 2/ 2/01 U.S. Treasury, social security direct deposit 2/ 6/01 M&T Bank, trust account 2/ 6/01 M&T Bank, Checking Account No. 725706 2/12/01 Cumberland County Employee Retirement, death benefit $219.00 27,899.66 1,444.91 3/ 2/01 U.S. Treasury, social security direct deposit 4/ 3/01 " U.S. Treasury, social security direct deposit 4/11/01 HCR Manor Care, nursing home refund TOTAL PRINCIPAL RECEIPTS 75.87 219.00 219.00 1.226.00 $31,303.44 ". " 't, " WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 PRINCIPAL DISBURSEMENTS 2/ 6/01 Wayne F. Shade, Esquire, reimbursement for probate $89.00 2/ 6/01 Cumberland Law Journal, advertise Letters Testamentary 75.00 2/12/01 Neighbor Care, pharmaceuticals 142.53 3/ 7/01 The Sentinel, advertise Letters Testamentary 84.11 4/10/01 Ewing Brothers Funeral Home, funeral expenses 3,058.00 5/14/01 M&T Bank, social security reimbursements 657.00 6/13/01 Register of Wills, Inheritance Tax 750.00 6/13/01 Register of Wills, file Inheritance Tax Return 15.00 8/22/01 Wayne F. Shade, attorney fee and Executor's fee 3,000.00 8/22/01 Reserve for filing Account, etc. 250.00 TOTAL PRINCIPAL DISBURSEMENTS $8,120.64 INCOME RECEIPTS 3/29/01 M&T Investment Group, final dividend $165.36 8/22/01 M&T Bank, interest 287.65 TOTAL INCOME RECEIPTS $453.01 INCOME DISBURSEMENTS None TOTAL INCOME DISBURSEMENTS None -2- WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 Receipts Less Disbursements Principal Balance Remaining Receipts Less Disbursements Income Balance Remaining RECAPITULATION PRINCIPAL INCOME COMBINED BALANCE REMAINING -3- $31,303.44 8.120.64 $23,182.80 $453.01 0.00 453.01 $23,635.81 . . I, WAYNE F. SHADE, Executor of the Estate of LEONA F. RUPP, Deceased, hereby declare under penalty of perjury that I have fully and faithfully discharged the duties of my office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to my knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. Date: August 22, 2001 ~~~~, Wayn . Shade WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, pennsylvania 17013 G .. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Leona F. Rupp Date of Death: January 23, 2001 Social Security No.: 174-20-3118 File No.: 21-01-125 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 ---.2L No 2. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes ---.2L No (b) 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: November 21,2001 UJ~ I. ~ Wayn . Shade, Esquire 'Y Supreme Court No. 15712 53 West Pomfret Street Carlisle, Pennsylvania 17013 Telephone: 717-243-0220 Counsel for personal r'SP~entative =('0 0 :; :;). - cr '. (') ~~:.', ::0::0 (tt~ 1'1"'''., Cl ":::;:.'."'L ::~. c:! ':J n, ,.~ (,,';!. z o <: N -.J ~:!:, -0 N W VJ IN RE: ESTATE OF LEONA F. RUPP, Deceased, Late of the Borough of Carlisle Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-125 RELEASE KNOW ALL PERSONS BY THESE PRESENTS, That the HUMANE SOCIETY OF HARRISBURG AREA, INC.. being one of the heirs of Leona F. Rupp, Deceased, late of the Borough of Carlisle, Cumberland County, Pennsylvania, does hereby acknowledge that it has this date had and received of and from Wayne F. Shade, Executor of the Estate of the said Leona F. Rupp, the sum of Nine Thousand Five Hundred Eleven and 74/100 ($9,511.74) Dollars in full satisfaction and payment of all such sum or sums of money, legacies and bequests to which it is entitled from the Estate of said Decedent: NOW, THEREFORE, the HUMANE SOCIETY OF HARRISBURG AREA, INC., does hereby remise, release, quitclaim and forever discharge the said Wayne F. Shade, Executor of said Estate, his heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presents. IN WITNESS WHEREOF, the HUMANE SOCIETY OF HARRISBURG AREA, INC., does hereunto set its hand and seal, this :J' / Jr day of October, 2001. ATTEST: s~ --'p~.. HUMANE SOCIETY OF HARRISBURG AREA, INC. By: i3~....-, %~(SEAL) President WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 I, e ~ fA. (; e... 11 t. ~ I ~ J;J.L. .5 , verify that I am the President of HUMANE SOCIETY OF HARRISBURG AREA, INC. herein, that I make this verification on its behalf being authorized to do so and that the statements made in the foregoing document are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904 relating to unsworn falsification to authorities. Date: &d"" ~~ -z-&o ( ~~~ President IN RE: ESTATE OF LEONA F. RUPP, Deceased, Late of the Borough of Carlisle Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-125 RELEASE KNOW ALL PERSONS BY THESE PRESENTS, That I, GA YLE TURTZO, being one of the heirs of Leona F. Rupp, Deceased, late of the Borough of Carlisle, Cumberland County, Pennsylvania, do hereby acknowledge that I have this date had and received of and from Wayne F. Shade, Executor of the Estate of the said Leona F. Rupp, the sum of Five Thousand and No/I00 ($5,000.00) Dollars in full satisfaction and payment of all such sum or sums of money, legacies, bequests, intestate shares and family exemptions to which I am entitled from the Estate of said Decedent: NOW, THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said Wayne F. Shade, Executor of said Estate, his heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presents. Iii wrp'Fss WHEREOF, I have hereunto set my hand and seal, this I {p day of ~b..eJ\. , 2001. Ii II II Notarial se~~tary public Theresa M. scher~\lroe County Hamilton.TWPE., pi~es June 27,2002 W CommisSion )( ---- L:'Y ..:_~~~\iOr\o\ NOl(,,\\es N,e;;' {rrve~ny''m'h~:;tlie statements made in the foregoing Release are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904, relating to unsworn falsification to authorities. ~~, ~ ,,~y~ Gayle 1urtzo I (SEAL) Date: , ~ (i~Q ~ v'^"'(f Gayle T zo WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 .. WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 IN RE: ESTATE OF LEONA F. RUPP, Deceased, Late of the Borough of Carlisle Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-125 RELEASE KNOW ALL PERSONS BY THESE PRESENTS, That THE SALVATION ARMY OF CARLISLE, PENNSYLVANIA, being one of the heirs of Leona F. Rupp, Deceased, late of the Borough of Carlisle, Cumberland County, Pennsylvania, does hereby acknowledge that it has this date had and received of and from Wayne F. Shade, Executor of the Estate of the said Leona F. Rupp, the sum of Nine Thousand Five Hundred Eleven and 74/100 ($9,511.74) Dollars in full satisfaction and payment of all such sum or sums of money, legacies and bequests to which it is entitled from the Estate of said Decedent: NOW, THEREFORE, THE SALVATION ARMY OF CARLISLE, PENNSYL VANIA, does hereby remise, release, quitclaim and forever discharge the said Wayne F. Shade, Executor of said Estate, his heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presents. IN WITNESS WHEREOF, THE SALVATION ARMY OF CARLISLE, PENNSYL VANIA, does hereunto set its hand and seal, this _~_ day of October, 2001. THE SALVATION ARMr0F C~LISLE=NIA) By~ (SEAL) Secretary By Thomas V. Mack, Secretary I, mas V. Mack ., verify that I am the Secretary of THE SAL V A TION ARM OF CARLISLE, PENNSYL V ANI1\) herein, that I make this verification on its behalf being authorized to do so and that the statements made in the foregoing document are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904 relating to unsworn falsificawn to authorities. ~. Date: Cfc:p;~ /~ ~ 0-0 f , . ., Secretary Re..: lSOOEX+(6-00} . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 /b-020~ -/~ REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C w lrl c w :. ,,-Ul u"''' wD.U ",00 offfi D. .. DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAl) Ru Leona F. DATE OF DEATH (MM-DO-Year) DATE OF BIRTH (MM-DD-Year) OFFICIAL USE ONLY y/ 01/23/2001 11/25/1910 (IF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) 00 1. Original Return D 4. Limited Estate ~ 6. Decedent Died Testate (AttachcopyofWiIl) D 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-J1-91 and 1-1-95) FILE NUMBER 2 1 -0 1 1 2 5 C'OUNTYOODE ----rEAR- - - ~R-- SOCIAL SECURITY NUMBER 174-20-3118 THIS RETURN MUST BE FILED IN DUPLICATE WrrH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of death priorlo 12.13-82) o S. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) 1_'5<'0) 'THIS ecnoN MOST lie 'COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFOltMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Wa ne F. Shade 53 West Pomfret Street FIRM NAME (If ApplicabO) z o 5 ::::l l- ii: < u w 0:: z o S ::::l a.. :E o u ~ I- X _(15) X _(16) X .12 (17) 5,000.00 X .15 (18) 750.00 (19) 750.00 I- Z W o z o D. Ul W '" '" o u TELEPHONE NUMBER 717-243-0220 Carlisle PA 17013 -OFFICIAL USEONi y -- . 30,646.44 nJ 30,646.44 6,521.11 142.53 (11) (12) (13) 6,663.64 23,982.80 18,982.80 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnel1lhip or SoIe-Proprielol1lhip 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o Separate Billing Requested (1) (2) (3) (4) (5) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Admin~trative Costs (Schedule H) (9) 10. Debts of Decodenl, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Linea minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (8) 5,000.00 20 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 15. Amount of Line 14 taxable at the spousal tax rate, or transfel1l under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Une 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due o d t' C Add ece en s omplete ress: STREET ADDRESS 940 Walnut Bottom Road CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 750.00 Total Credits (A + B + C) (2) 3. InteresUPenalty if applicable D. interest E. Penalty TotallnteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 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 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILL$, AGENT 750.00 750.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ....................... .............................. ........... D 00 b. retain the right to designate who shall use the property transferred or its income; .............................. .... D 00 c. retain a reversionary interest; or ......................................... ...................................... .............. ...... D 00 d. receive the promise for iife of either payments, benefits or care? ...................... .................. ...... D 00 2. If death occurred affer December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration?............................ ...................................... ................. D 00 3. Did decedent own an 'in trust fo( or payable upon death bank acoount or security at his or her death? ............. ... D 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................. .................................... ........................ D 00 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 thai I have examined this return, including accompanying schedules and statements, and 10 the best of my knowledge aOO belief, il is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF 5'.5~ON RESPONSI FILING RETURN DATE t(/, 6/13/01 ADDRESS 53 st Pomfret Street Carlisle SIGNATURE OF PRE ROTHER TH PA 17013 DATE 6/13/01 ADDRESS 53 W t Pomfret Street Carlisle PA 17013 For dates ot 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. ~9116 (a) (1.1) (ill For dates of death on or after January 1, 1995, the tax rate imposed on the nef value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (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 trom 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.S. ~9116(a)(1.211. The tax rate imposed on the net value of transfers to orforthe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value ottransters to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. R~'ooaEX''''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF RUDD Leona F. FILE NUMBER 21 01 125 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 dlsclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Cumberland County Employee Retirement, death benefit VALUE AT DATE OF DEATH 75.87 2. HCR Manor Care, nursing home refund 1,226.00 3. M& T Investment Group, living trust account 27,899.66 4. M&T Bank, Checking Account No. 725706 1,444.91 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 30646.44 m1M&fBank May 24, 2001 RE: Estate Search The Estate of: Date of Death (0.0.0.) LEONA F RUPP l/2312001 To Whom It May Concern: Identified below is tbe account information requested. I. M&T Bank accounts in which tbe decedent's name appears: Account Type Account Number Account Title Opening Branch D.O.D. Accrued Interest Balances (Includes Accr. Int.) $1444.91 $.00 CHK 725706 LEONA F RUPP C/O KEYSTONE TRUST 4319 2. Loans, Mortgages, or otber obligations titled in tbe decedent's name Account Number Amount Owed Account Description NO Safe Deposit Box titled in tbe Decedent's name existed at our office. If you have any questions about tbe information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of tbe Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY: ~J ~A:"~ ~A~ Aut orized Signature DATE: '5 - J-tj- 01 Manu~acturers and Traders Trust Company. 1100 Wehrle Ddve, Po. Box 707, Buffalo, NY 14240-0767 m1 M&f Investment Group February 6, 2001 Estate of Leona F. Rupp Wayne F. Shade, Executor 53 West Pomfret Street Carlisle, Pennsylvania 17013 Dear Wayne: This letter will serve to confirm that the living trust which Leona F. Rupp had established with Manufacturers and Traders Trust Company was valued at $27,899.66 as of January 23,2001. Should you have any questions, or need additional information, please feel free to call. Thank you. Very truly yours, Manufacturers and Traders Trust Company ~- David C. GOritJ Trust Officer Private Qients Services One West High Street, Carlisle, Pc1U1sylvania 17013 (717) 240.4505 or 1.800.822.2155 R~V""'''.''''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER RUDD Leona F 21 01 125 Debts of decedent must be reported on Schedule I. ITEM NUMBER OESCRIPTION AMOUNT A FUNERAL EXPENSES: 1. Ewing Brothers Funeral Home 3,058.00 B. AOMINISTRA TIVE COSTS: 1- Personal Representative's Commissions Name of Personal Representative (5) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Yea~s) Commission Paid: 2. Attorney Fees Wayne F. Shade, Esquire 3,000.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills of Cumberland County 89.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. Cumberland Law Journal, advertise Letters Testamentary 75.00 8. The Sentinel, advertise Letters Testamentary 84.11 9. Register of Wills, filing Inheritance Tax return 15.00 10. Register of Wills, reserve for filing Account, etc. 200.00 TOTAL (Also enteron line 9, Recapitulation) $ 6521.11 (If more space is needed, insert additional sheets of the same size) ':"""".".7'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF RUDD Leona F. Include unreimbursed medical expenses. ITEM NUMBER FILE NUMBER 21 01 125 DESCRIPTION AMOUNT 142.53 1. Neighbor Care, unreimbursed medical expenses TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 142.53 R~V_1513EX_+(. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER I'/"nn I ..nn" I' 21 01 1?~ RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include ou~~tt spousal distnbutions, and transfers under Sec. 9116 (a (1.2)] 1. Gayle Turtzo Grandniece 5,000.00 118 East Pennsylvania Avenue Penn Argyle, PA 18072 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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. Salvation Army of Carlisle, Pennsylvania 1/3 of residue 6,327.60 20 East Pomfret Street Carlisle, PA 17013 2. Cumberland County Humane Society 1/3 of residue 6,327.60 Sinclair and Eppley Roads Mechanicsburg, PA 17055 3. Central Pennsylvania Conference of the United Methodist Church 1/3 of residue 6,327.60 900 South Arlington Avenue Harrisburg, PA 17109 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 18982.80 (If more space is neeced, insert additional sheets of the same size) " ~ WAYNE F, SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 t~~Y LAST WILL AND TESTAMENT I, LEONA F. RUPP, of the Borough of Carlisle, County of Cumberland, Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and cod~cils by me at anytime heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my personal representative or representatives, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give and bequeath my grandfather's clock and my silver, absolutely and in fee simple, to the CUMBERLAND COUNTY HISTORICAL SOCIETY, its successors or assigns, in memory of my mother, LILLIE CAROTHERS RUPP. I further authorize my personal representative hereinafter named to distribute, absolutely and in fee simple, to the CUMBERLAND COUNTY HISTORICAL SOCIETY, its successors or assigns, in accordance with his or her discretion, items of tangible personal property from my Estate which may have any historical significance, also in memory of my mother. The aforesaid discretion of my personal representative shall not extend to the items specifically bequeathed herein to my grandniece, GAYLE TURTZO, if she shall survive me. THIRD. I give and bequeath the Indian artifacts which I inherited from my brother, EDWARD E. RUPP, JR., absolutely and in fee simple, unto the CUMBERLAND COUNTY HISTORICAL SOCIETY, its successors or assigns. FOURTH. I give and bequeath, absolutely and in fee simple, unto my grandniece, GAYLE TURTZO, of 118 East Pennsylvania Avenue, Penn Argyle, Pennsylvania 18072, the sum of FIVE THOUSAND AND NO/100 ($5,000.00) DOLLARS and the following items of tangible personal property: Family chest, cedar chest, any other similar containers in the discretion of my personal representatives and the contents of all of them. I further give and bequeath unto the said GAYLE TURTZO, absolutely and in fee simple, my following fourth generation antiques: Lamps, one long mirror, marble top table, one mahogany rocking chair, one drop- leaf candle table, one spool leg three-drawer table, one bric-a- brae on-the-wall corner shelf, antique corner cupboard, antique iShes, cherry drop-leaf table and cherry serving table. If my said grandniece should fail to survive me, I order and direct ~ ~' that her cash bequest shall lapse and that the aforesaid tangible personal property shall be liquidated and distributed as part of my residuary Estate. FIFTH. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath in three equal shares, absolutely and in fee simple, in memory of my mother, LILLIE CAROTHERS RUPP, unto the SALVATION ARMY, its successors or assigns, of Carlisle, Pennsylvania, the CUMBERLAND COUNTY HUMANE SOCIETY, its WAYNE F. SHADE AtlorDcy at Law 53 Weal: Pomfret Strut Carlisle, Pmnsylvuia 17013 successors or assigns, and the CENTRAL PENNSYLVANIA CONFERENCE OF THE UNITED METHODIST CHURCH, its successors or assigns, for the -2- education of American Indian chiidren through the Native American Ministries of the United Methodist Church. If, at my date of death, the united Methodist Church is unable to direct a gift to the education of American Indian children, I give, devise and bequeath the share otherwise designated for the CENTRAL PENNSYLVANIA CONFERENCE OF THE UNITED METHODIST CHURCH, absolutely and in fee simple, unto the SALVATION ARMY, its successors or assigns, and the CUMBERLAND COUNTY HUMANE SOCIETY, its successors or assigns, in equal shares. SIXTH. For the purposes of this my Last will and Testament, a person shall not be deemed to have survived me unless he or she shall have survived me by more than ninety (90) days. SEVENTH. I order and direct that any estate, inheritance or imilar tax due as a result of my death with respect to any property passing as a result of my death, shall be paid from the residue of my Estate before its division into shares and prior to distribution as an expense of administration and that no part of the taxes should be prorated or apportioned among the persons or beneficiaries receiving the taxable property. It is my express intention that all inheritance taxes imposed as a result of my ~ death be paid from the residue of my Estate whether or not the property passes under my Last will and Testament. My personal representative shall have full power and authority to pay, compromise or settle any such taxes at anytime whether with respect to present or future interests. WAYNE F. SHADE Attorney at lAw 53 Weat Pomfrd Street Carlisle, Pennsylvania 17013 EIGHTH. I order and direct that any liens against any personal property specifically bequeathed herein shall be paid -3- from the residue of my Estate prior to distribution as an expense of administration and that such specific bequests of personal property not pass subject to any liens thereon. NINTH. Any and all decisions, determinations or actions made or taken by a personal representative or Trustee hereunder, if made in good faith, shall be final and conclusive on all persons who are or may become interested in my Estate. No fiduciary acting under this my Last will and Testament shall be liable for any error in judgment or for any depreciation or reduction in value of any Estate or Trust assets at anytime, in he absence of willful default. TENTH. I order and direct that, upon my death, my funeral arranged through EWING BROTHERS FUNERAL HOME, that my body be cremated in lieu of burial and that my ashes be scattered on the Carothers family plot at the OLD GRAVEYARD in Carlisle, Pennsylvania. ELEVENTH. I order and direct that my real estate be listed sale with RONALD L. MAHAN of 219 Hilltop Road, Boiling Pennsylvania 17007. Should he fail to qualify to accept the listing or decline or cease to serve as my realtor, I authorize my personal representative to select a realtor at his or her discretion. LASTLY. I nominate, constitute and appoint WAYNE F. SHADE, ESQUIRE, to be the Executor of this my Last will and Testament, but if, for any reason, he should fail to qualify as such WAYNE F. SHADE AUOmcy at Law S3 Weet Pomfrct Street Carlille, Pcansylvania 17013 Executor or decline or cease so to serve, I nominate, constitute and appoint CHESTER M. WEAVER of 201 Clemson Drive, Carlisle, -4- ,. WAYNE F. SHADE Attorney at Law S3 Welt Pomfrd Street Carlia1e. Pennsylvania 17013 Pennsylvania, and CONNIE J. TRITT to be the successive alternate personal representatives hereof, all to serve without bond. I further authorize the award of a commission of FIVE (5%) PERCENT of my probate Estate as compensation for my personal representative, IN WITNESS WHEREOF, I, LEONA F. RUPP, have hereunto set my hand and seal to this my Last will and Testament which consists of seven (7) typewritten pages to each of which I have affixed my signature, this 10th day of June , A.D. One Thousand Nine Hundred Ninety-six (1996). ~ YM.~-- ';f'L or;] ..~ ~RUPP - r:;;:- .l.d f:<'1r The preceding instrument, consisting of this and six (6) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by LEONA F. RUPP, the Testatrix therein named, as her Last will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. ttI~r~ A:L~~ / -5- .' WAYNP. F. SHADE Attorney at Law 5:.1 WcIt Pomfrd Street Carlisle, Pc:onsylvania 17013 Acknowledgment COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) I, LEONA F. RUPP, the person 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 and Testament and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by LEONA F. RUPP, this 10th day of June , 1996. >/ ~. q;()~!Jb ~upp ~tI,. ~ N Notarial Seal Connie J. Tritt. Notary Publio Carlisle. Cumberlan4 County My Commission Expires OcL 5. 19'6 Affidavit COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) We, Wayne F. Shade and Susan 0' Hara , the witnesses whose names are signed hereto, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness; and that, to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. -6- .' Sworn to or affirmed and Wayne F. Shade and this 10th day of June ~ WAYNE F. SHADE Attorney It Law 5' Wea Pomfrc:t Steed Car1i.dc. Pmuylvania 17013 sUbscribed to before me by Susan O'Hara , witnesses, , 1996. a'/oy-~ F~ /~ ~;{i?/~ Notary P lic Notarial Seal . Connie J. 1ritl. Notary Public Carll,le. Cumberland County My Commission Expirn Oot. 5. 19~6 -7-