HomeMy WebLinkAbout01-0135
PETITION FOR PROBATE and GRANT OF LETIERS
Estate of RUTHANNA TRAYER
also known as
Deceased.
Social Security No. 199-07-1754
No. a4-ol-f36
To: Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner is 18 years of age or older and the Executor narned in the last will of the above
decedent, dated July 7, 1986 and codicil(s) dated [none].
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or
principal residence at 940 Walnut Bottom Road, South Middleton Township.
Decedent, then 81 years of age, died January 21, 2001, at 940 Walnut Bottom Road, Carlisle,
Pennsylvania.
Except as follows, decedent did not marry, was not divorced and did not have a child born or
adopted after execution of the will offered for probate~ was not the victim of a killing and was never
adjudicated incompetent:
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 Pennsylvania
(If not domiciled in Pa) Personal property in County
Value of real estate in Pennsylvania
situated as follows: [none]
$ unestimated
$
$
$ unestimated
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented
herewith and the grant of letters testamentary thereon.
~ r;-
L~Tray~ ~
107 Stone House Road
Carlisle, P A 17013
(717) 243-1260
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYL VANIA )
: SS.
COUNTY OF CUMBERLAND )
The petitioner above-n&med swears or affirms 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 according to law.
Sworn to or affinnedand subscribed ~~ ~
before me this 2nd day of Larry Trayer
Februa 2001 .
/&-.0 -.,?'
No. 21-2001-135
Estate of Ruthanna Trayer, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, February 5th, 2001
. in consideration of the petition on the reverse side
hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated July 7, 1986 described therein be admitted to probate and
filed of record as the last will of Ruthann a Trayer and Letters Testamentary are hereby granted to Larry
Trayer.
FEES
Probate, Letters, Etc.
Short Certificates( ~
Renunciation
X-PAGES (4)
JCP
$ 60 . 00
$ 9 .00
$
$ 12.00
TOTAL $ 5.00
February 5th,2001 $86.00
(!
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MARy' . Register of Wills
REGISTER OF LLS
Edward L. Schorpp, 17495
AITORNEY (sup. Ct ID. No.)
MARTS ON DEARDORFF WILLIAMS & OTTO
10 East High Street
Carlisle, P A 17013
(717) 243-3341
Will Book #
Page
Filed
--
...::::
-,' (~
CALL ATTORNEY WHEN LETTERS ARE FINISHED
F:IFJLESlDA T AFILElEST A TESlI0289i>etition.11r
REV 9/86
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.
,10\.80\
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
p
6947931
No.
21-2001-135
~~~. ~~&.~~
Local Registrar
JAN 2 2 2001
Date
H105.143R8'W'.2187
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
P\.JlCE C# DEATH fCt-eck aNy l)I"Ie -- ioN .(l$l'uct~ on ocMf 'SoCM1
HOSPl1Al;
Jan. 2'5, Mechanicsbu S--O
I. 1 0 7. Penna. Ie.
arv.8OAO. fWp Of DEATH FACtllT't' NAME (II not 1ftIiI~. grve 1lIH1 and 0Ufl'\tlef1
outhT~~dleton Mannor Care Health
Ie. ...
KIND OF BUSINESS/INOUSlRY ......5 DECEDENT EVER'" DECEDENT'S EDUCATION
U.S. ARMEO FORCES?
....0 No~
12. ".
17..s...Jlennsyl van~a
Cumberland
l.NT
ENT
NK
NAME OF DECEDENT IF"". Mlddle.l.hl'
,. Ru thanna
~emale
Trayer
BiRTHPLACE (e...., and
3tIi.. 01 fcrll9f'l CcunrtyJ
AGE fL_ BirttIoIiy)
81 v..
.~\ ...
DECEDENT'S USUAL OCCUMION
(GiYe II.R:I tJ wortl oone dur~ mo8I
"-mn'S'ewife)
Own Home
. .,.. 11111.
DECEDENT'S MAA,.ING AOORESS (Str1Mt. Cityl1Own. sa.. ,lJpCodtI
940 Walnut Bottom Road
Carlis1e,Penna.170l3
DECEDENT'S
ACTUAL
AESlO€NCE
<See --....ona
onolherSldrl)
STATE Fll.E NUMeER
SOCIAL SECURITY NUMBER
3. 199 - 07
DATE OF DEATH LM~, 08.,. '''earl
21,2001
~,O
RACE. Amencan IncNn. &lack. White. etc.
''''''''1 White
'0.
WARfTAL. STJO'US. Manied
N....... Iotarned. WicIowed.
m8W'"
Sou
SURV1V1NG SPOUSE
lfl WIle. gryelNlderlNfTleI
on
......
,,.
FA.1'MER'S NAME lFir<<. MiOcIle. Las)
11. Moss Monroe Rowles
lHFORMANT'S NAME (T l1*Prir1f)
_ Mary An Trayer-Trego
METHOD OF OtSPOSIT~
O -.1l'J C-,,,,,O _....SlM.O
I:lonMion Othef (SpecJty\ .
. 21..
. SlGHATURE
11c1.0~~=oI
"OTHER.S NAME 'F'!1'. "'9<'<. ........)0.<......, K f f
11. SY.LVla .Lrene au man
::~~~"~u~(1r6~.~~o~ICarlis1e,pennsy1va~+~1
Pl.ACE OF 01. SPOSITION.N.......c-....C,_ UlC"'ION.I'''''''''''.$"''.~t Twp
"O"~fIoeo . t Nor"tn lYl~aa.l.e on .
westm~nster Ceme ery ~~mberland County, Penna.
NAME "'0 'DCR~OF F'IC"ITY b 01.1
~~ng ~ro"tnersIC r1~sle,Pennsylvania1701
LICENSE NUMBER DATE SIGNED
{MonltI.Drt. 'llUt1
17b. Cou
;;II ,:}r:-<. J
at rel9itatory Ii""'. shod! or heatt taue
I :
L
WERE AUlOPSY FtNDlNGS
~I.A8LE PfUOR 10
COMP\.ET1ON 01 CAUSE
OF DEATH?
MANNER OF DEATH
DATE OF INJURY
(Manlh. Day. 'tUr1
~
o
o
ciIy-"
2c'N
.."g'
zo.
I Apptoxinta,.
'--
: on.- Ind dedl
I
i
PART ":
Other signifleanl c:onditioN c:onmbuttng to death. buI
,.,..-.sulIinV in the ~C*IM giwn in Pl'RT I.
TIME OF INJURY
INJURY JO' WORK?
DESCRIBE HOW' INJURY OCCURRED.
PMding Irwntlgation
Could not M detemlned
o
o
o P\.ACE OF INJURY. AlI'lotM. tarm. ........,aeIOfY. otnc. lot.
builclnQ.eIC.cSpec:M
_.
Homicidl
........
-
....0
No
Suiddo
zo.
Jell. 21b.
ClRTIFIERICt!eck onty onet
-CEJltTWYlHG PHYSICIAN (PhYSCIBf\ ciIf1IfyIn9 cauM d death..."... linolhllf physic..., has pr~ dealh ancI completed ttem 23)
To......o''''y knowtedve.d..thoceurnddUlllOlhecBUM{S)lindmatlftfl'n stated.....;.... ....................
'PRONOUNCING AND CERTlnlNQ PHY$ICIAH (PhySIC"" boIh .,.onouncll'lO OHlh and Ce'f1I'.,.1I'\Q 10 cause of dealtt\
To the beoat at my kt'Owted;ft, d..'" oc:c",re<l.' the lime, dat.. and pIece. and due to t....c.uH(.).nd m.nner.. .lated
'MEOtCAL EXAMINER/CORONER
On the ba.ls 0' examination and/or I""e.llgalion. In my opinion, de.th occurred It thellml, da'e, .nd pl'CI"neS due to the cause(s) and
m..nn., as stated..... _.. .. ........ ............................. ................ .. .................................
31a.
REGISTAA~'S StGNATUAE AND N
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DATE FII.EO(Month. 0..,.. _'fl
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LAST WILL AND TESTAMENT
OF
RUTHANNA TRAYER
I, RUTHANNA TRAYER, a legal resident of Cumberland County,
Carlisle, Pennsylvania, being of sound and disposing mind and
memory, do hereby make, publish and declare this instrument to be
my LAST WILL AND TESTAMENT. I hereby revoke any and all wills and
codicils by me heretofore made.
I
IDENTIFICATIONS AND DEFINITIONS
A. I am a widow. I have three children, LARRY TRAYER, MARY
AN TRAYER-TREGO, and PATSY HERBERT. References in this Will to
"my children" include these children and any other lawful children
born to or adopted by me. Except as otherwise provided in this my
LAST WILL AND TESTAMENT, I have intentionally omitted to provide
herein for any relatives or for any other person, whether claiming
to be an heir of mine or not.
B. The following definitions obtain in any use of the terms
in this Will:
1. "Descendants" means the immediate and remote lawful,
lineal descendants of the person referred to, and it
means those descendants in being at the time they
must be ascertained in order to give effect to the
reference to them, whether they are born before or
after my death or of any other person. The persons
who take under this Will as Descendants shall take
by right of representation, in accordance with the
rule of per stirpes distribution and not in
accordance with the rule of per capita distribution.
Persons legally adopted when under the age of four-
teen years shall not be differentiated from blood
descendants for any purpose.
2. "Survive me" is to be construed to mean that the
person referred to must survive me by thirty days.
If the person referred to dies within thirty days of
my death, the reference to him shall be construed as
if he had failed to survive me.
3. As used in this Will, the words "Executor," "he,"
"him," "his," and the like shall be taken as generic
and applicable to a natural person of either sex or
or a corporate person of other legal entity.
Page 1 of 4 Pages
I I
PAYMENT OF DEBTS AND TAXES
I direct my Executor to pay the following as soon after my
death as may be practicable:
1. All of my just debts and the expenses of my last
illness, funeral and of the administration of my
estate; but my Executor need not accelerate and pay
those unmatured obligations which, in his opinion,
it might be proper and more advantageous to retain
or renew and pay as they become due and payable.
2. All inheritance, transfer, estate and similar taxes
(including interest and penalties) assessed or
payable by reason of my death, on any property or
interest in my estate for the purpose of computing
taxes. My executor shall not require any
beneficiary under this will to reimburse my estate
for taxes paid on property passing under the terms
of this Will.
I I I
RESIDUARY ESTATE
A. I define "my Residuary Estate" as all of my property
after the payment of debts and taxes under Article II, including
real and personal property, whenever acquired by me, property as
to which effective disposition is not otherwise made in this Will,
and property as to which I have an option to purchase or a
reversionary interest.
B. I direct my Executor to divide my Residuary Estate into
equal shares and to distribute those shares as follows:
1. one share to each of my Children who survive me;
2. if any of my Children fail to survive me, then his
or her share shall be distributed among his or her
descendants who survive me;
3. if any of my Children fail to survive me and leave
no descendants who survive me, then his or her
share shall be divided equally among such of my
Children who survive me, or their descendants who
survive me, as set forth in subparagraphs 1 and 2
above.
Page 2 of 4 Pages
IV
APPOINTMENT AND POWERS OF EXECUTOR
I nominate and appoint my Son, LARRY TRAYER of Carlisle,
Pennsylvania, as Executor of this my LAST WILL AND TESTAMENT. If
LARRY TRAYER is unable or unwilling to serve in this capacity, I
appoint MARY AN TRAYER-TREGO of Carlisle, Pennsylvania to serve
instead. I request that my executor be permitted to serve without
bond or surety thereon. I authorize my Executor to do any and all
things which in his opinion are necessary to complete the admi-
nistration and settlement of my estate, including full right,
power and authority, without the order of any court and upon such
terms and under such conditions as my Executor shall deem best for
the proper settlement of my estate; to bargain, sell at public or
private sale, convey, transfer, deed, mortgage, lease, exchange,
pledge, manage and deal with any and all property belonging to my
estate; to compromise, settle, adjust, release and discharge any
and all obligations or claims in favor of or against my estate;
and to borrow money for the payment of inheritance and estate
taxes or for any other purpose. Without in any way limiting the
scope of the powers enumerated herein of my executor, I hereby
specifically give to him full power to retain any and all securi-
ties or property owned by me at the time of my decease whenever,
in his absolute and uncontrolled discretion, such a course shall
seem to him to be best, without liability for depreciation or
loss, and free from investment restrictions incident to execu-
torship, whether imposed by common law or statute. In the execu-
tion of his duties and powers as Executor he shall have the power
to comply with all legal requirements as to the execution and
delivery of deeds and all other writings, documents or formalities
without the order of any court; and he shall furnish a statement
of receipts and disbursements at least annually to each person
then entitled to receive income or property from my estate.
Page 3 of 4 Pages
IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania,
this ~ day of ~ 1986. set my hand and seal to this my
LAST WILL AND TESTAME consIstIng of four (4) typewritten pages.
'fl~SEAL)
TRAYER
Signed, sealed, published and declared by the Testator,
RUTHANNA TRAYER, as and for 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 hereunto subscribed our names as
witnesses.
~k~~____
~~~---
ADDRESS
6n ~ fJ1cJ1l, PI)
JJ4St~ J tlsA-b, C~l Pt4-
Page 4 of 4 Pages
.
. ,
Acknowledgment
COMMONWEALTH OF PENNSYLVANIA) SS:
COUNTY OF CUMBERLAND )
I, RUTHANNA TRAYER, Testator, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will; that I signed it willingly; and
that I signed it as my free and voluntary act for the purposes
therein expressed.
Sworn or affirmed
TRAYER, the Testator,
(SEAL)
Affidavit
COMMONWEALTH OF PENNSYLVANIA) SS:
COU NTY OF CUMBERLA NO )
We, 12ENJJ/~ G)( , and flame-I., r. ~heo..JhaM
the witnesses whose names are signed to the attached or foregoing
instrument, being duly 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 RUTHANNA TRAYER 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 Testator signed the will as witnesses; and that to
the best of our knowledge the Testator was at that time 18 or more
years of age, of sound mind and under no constraint or undue
influence.
(SEAL)
and subscribed to before me by I>-e1U~'S
llimeilLF. Che a./.J, ~
of ~K986.
WITNESS ~
~J~
WITNESW-
~ PU~C ~~
ROSA A. RODRIGUEZ, NOTARY PUBLIC
CARLISLE BOROUGH. CUMBERLAND COUNTY
M MY COMMISSION ~XPIR[s OCT. 28, 1989
ember, Pennsylvanra Association of Notaries
vs~rn_ or affirmed to
~~ and
witnesses, this day
.
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F: \FILES\DA T AFILE\EST A TES\ I 0289-notice.cer
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: RUTHANNA TRAYER
Date of Death: January 21, 2001
File No. 21-01-0135
To the Register:
I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or
about February 15,2001.
Larry Trayer, 107 Stone House Road, Carlisle, PA 17013
Mary An Trayer-Trego, 2343 Walnut Bottom Road, Carlisle, PA 17013
Patsy Herbert, 2304 Briarc1iff Avenue, St. Joseph, MO 64503
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: February 15,2001
Signature
Name
~~.-
Edward L. Schorpp, Esquire
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Attorneys for Personal Representative
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
XNHERXTANCE TAX
STATEMENT OF ACCOUNT
tit
C/
,y/
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8060l
HARRISBURG, PA 171Z8-0601
REY-I'07 EX AFP 1I2-00l
.1
L
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-21-2001
TRAYER
01-21-2001
21 01-0135
CUMBERLAND
101
RUTHANNA
EDWARD L SCHORPP
MARTSON ETAL
10 E HIGH ST
CARLISLE
ESQ
Amount Rellitted
PA 17013
f':l
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv=i6oj-E"x-AFP-n'2=ooy------...-iNHERliANCE-YAX-STAiEMENY-OF-ACCouiii--...---------------------
ESTATE OF TRAYER RUTHANNA FILE NO.21 01-0135 ACN 101 DATE 05-21-2001
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-14-2001
1,075.25
PR I NC I PAL T AX DUE: ............................................................
........................................................................................................................................................
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-19-2001 AA478289 53.76 1,021.49
TOTAL TAX CREDIT 1,075.25
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
II IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
/6-c2t:J 7-?
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
REV-1S.7 EX AFP U2-QDI
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 05-21-2001
ESTATE OF TRAYER
DATE OF DEATH 01-21-2001
RUTHANNA
FILE NUMBER 21 01-0135
,. .COUNTY CUMBERLAND
EDWARD L SCHORPP ESQ ACN 101
MARTSON ETAL I A.aunt Re.itted I
10 E HIGH ST ,",
CARLISLE PA 1701~ ,.i,
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=i54"j-EX-"FP-n'2=OoY-NOTicE--OF-YtiHEiiiTANCE-TAX-APPRAiSEHENT-,--"LI"OWANCE-oR'-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TRAYER RUTHANNA FILE NO. 21 01-0135 ACN 101 DATE 05-21-2001
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 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 36,065.92 tax paYllent.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 36,065.92
APPROVED DEDUCTIONS AND EXEMPTIONS: 10,048.87
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.122.59
11. Total Deductions (11) 1? .171 46
12. Net Value of Tax Return (12) 23,894.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 23,894.46
NOTE: If an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Allount of Line 14 taxable at Lineal/Class A rate (16) 23,894.46 X 045 = 1,075.25
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Allount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 1,075.25
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 10-21-2001*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 1,075.25
INTEREST AND PEN. .00
TOTAL DUE 1,075.25
* 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 HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
FIFILESIDA T AFILEIEST A TESll 0289-accQunt
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF RUTHANNA TRAYER,
Deceased
ORPHANS' COURT DIVISION
NO. 21 - 01 - 0135
FIRST AND FINAL ACCOUNT OF LARRY TRAYER
EXECUTOR OF THE ESTATE OF RUTHANNA TRAYER
LATE OF SOUTH MIDDLETON TOWNSHIP,
CUMBERLAND COUNTY, PENNSYL VANIA
~
Date of Death:
Letters Testamentary Granted:
Letters Advertised:
Sentinel -
Cumberland Law Journal -
Account Stated as of June 20, 2001
January 21, 2001
February 5, 2001
February 9,16, and 23, 2001
February 16, 23, and March 2, 2001
SUMMARY
PRINCIPAL:
Receipts
Disbursements
Principal Balance Remaining
$36,232.89
(6.904.47)
$29,328.42
INCOME:
Receipts
Disbursements
Income Balance Remaining
$510.23
0.00
510.23
COMBThffiDBALANCERE~G
$29,838.65
ASSETS COMPRISING ESTATE:
First Union, C.D. #247412051238325 (as of6/19/01)
Orrstown, Estate Checking
P A Department of Revenue, rebate
Subtotal
Less any amounts reserved for later disbursement
$20,446.31
11,471.65
190.08
32,108.04
(2.269.39)
TOTAL FOR DISTRIBUTION:
$29,838.65
PRINCIPAL RECEIPTS
Allfirst, Checking #0086257218
First Union, Checking #1014196511304
First Union, Acct. #3014196511658
First Union, C.D. #247412051238325
St. Paul's Lutheran Church, rent refund
Sprint, refund
Sentinel, refund
Comcast, refund
Capital Blue Cross, premium refund
Commonwealth of Pennsylvania, 2000 rent rebate
DSAF, Pension for January
Funeral Gift
$ 3,211.94
8,543.90
3,696.33
20,089.19
155.00
11.61
5.97
1.07
166.80
190.08
151. 00
10.00
TOTAL RECEIPTS OF PRINCIPAL:
$36,232.89
PRINCIPAL DISBURSEMENTS
1/20/01
1/20/01
1/24/01
2/2/01
2/8/01
2/23/01
Allfirst, Checking #0086257218
Westminster Cemetery, Grave Opening
Ewing Brothers, Death Certificates
Bethany Guild, Funeral Luncheon
PPL Utilities
HCR ManorCare
Defense Finance & Accounting Service, reimbursement for
overpayment of pension
3/5/01 PPL Utilities
3/19/01 West Shore Emergency Medical Service
3/19/01 Belvedere Medical Corporation
3/19/01 William Hemminger, Organist
4/16/01 Carlisle Memorial Service, inscription
4/19/01 Register of Wills, Agent, Inheritance Tax
Reserved for later disbursement:
MARTSON, DEARDORFF, WILLIAMS & OTTO, Disbursements
Probate fee $ 96.00
Advertising 149.39
Short Certificates 9.00
Filing fee, Inheritance Tax 15.00
MARTSON, DEARDORFF, WILLIAMS & OTTO, attorney's fee
Reserved for miscellaneous costs and expenses
$ 28.51
815.00
20.00
200.00
24.98
1,980.00
151.00
24.96
32.00
32.14
100.00
205.00
1,021.49
269.39
1,800.00
200.00
TOTAL DISBURSEMENTS:
$ 6,904.47
INCOME RECEIPTS
First Union, C.D. # 247412051238325, interest through 6/19/01
First Union, Account #3014196511658, interest through closing
Orrstown Bank, estate checking account, interest through 5/31/01
$472.41
1.93
35.89
TOTAL INCOME RECEIPTS:
$510.23
INCOME DISBURSEMENTS
None
$0.00
TOTAL INCOME DISBURSEMENTS:
$0.00
L~~ut~
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
Larry Trayer, Executor, being duly sworn according to law, deposes and says that the
Account as stated is true and correct, and that the Grant of Letters Testamentary and the first
complete advertisement thereof occurred more than four (4) months before the filing ofthe Account.
~ /-:-
I=yTray:W;- ~
Sworn and subscribed to before me this
~daYOf~,2001
N~
NOTARIAL SEAL
CORRINE L. MYERS. ~uIIIe
Carlisle Bora. Cumbert
My Commission Expires Ma 27, 2.
F: IFILESIDA T AFILEIEST A TES\ I 0289-Sched-dist. frm
IN RE: ESTATE OF
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
RUTHANNA TRAYER,
DECEASED
ORPHANS' COURT DIVISION
: NO. 21-01-0135
SCHEDULE OF PROPOSED DISTRIBUTION
Combined Balance for Distribution
Remaining as per First and Final Account
TO: Larry Trayer, per Item III of said Will; 1/3 estate residue
Cash
TO: Mary An Trayer-Trego, per Item III of said Will; 1/3 estate residue
Cash
TO: Patsy Herbert, per Item III of said Will; 1/3 estate residue
Cash
$29,838.65
$9,946.21
$9,946.22
$9,946.22
TOTAL BALANCE FOR DISTRIBUTION
$29.838.65
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
The above distribution is proposed in accordance with the Last Will and Testament of
Ruthanna Trayer.
~ rr-;-
Larry Trayer~or ~
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND
)
Larry Trayer, Executor, being duly sworn according to law, deposes and says that the
facts set forth in the Statement ofthe Reasons for the Proposed Distribution are true and correct.
~ d ~
Larry Tray:;;J ~
Sworn and subscribed to before
me this ~ day of
~~:~'2001. ~
NOWry~
NOTARtAl SEAL
CORRINE, L ,., MYERS. ~PubIic
MyCartisle 8oro, QI:m:t~r1
Commi~.iPn. ~iDlrltll " 2
,
"
~
~
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~
21-2001-135
LAST WILL AND TESTAMENT
OF
RUTHANNA TRAYER
I, RUTHANNA TRAYER, a legal resident of Cumberland County,
Carlisle, Pennsylvania, being of sound and disposing mind and
memory, do hereby make, publish and declare this instrument to be
my LAST WILL AND TESTAMENr. I hereby revoke any and all wills and
eodicils by me heretofore made.
I
IDENTIFICATIONS AND DEFINITIONS
A. I am a widow. I have three children, LARRY TRAYER, MARY
AN TRAYER-TREGO, and PATSY HERBERT. References in this Will to
"my children" include these children and any other lawful children
born to or adopted by me. Except as otherwise provided in this my
LAST WILL AND TESTAMENT, I have intentionally omitted to provide
herein for any relatives or for any other person, whether claiming
to be an heir of mine or not.
B. The following definitions obtain in any use of the terms
in this Will:
1. "Descendants" means the immediate and remote lawful,
lineal descendants of the person referred to, and it
means those descendants in being at the time they
must be ascertained in order to give effect to the
reference to them, whether they are born before or
after my death or of any other person. The persons
who take under this Will as Descendants shall take
by right of representation, in accordance with the
rule of per stirpes distribution and not in
accordance with the rule of per capita distribution.
Persons legally adopted when under the age of four-
teen years shall not be differentiated from blood
descendants for any purpose.
2. "Survive me" is to be construed to mean that the
person referred to must survive me by thirty days.
If the person referred to dies within thirty days of
my death, the reference to him shall be construed as
if he had failed to survive me.
3. As used in this Will, the words "Executor," "he,"
"him," "his," and the like shall be taken as generie
and applicable to a natural person of either sex or
or a corporate person of other legal entity.
Page 1 of 4 Pages
"
II
PAYMENT OF DEBTS AND TAXES
I direct my Executor to pay the following as soon after my
death as may be practicable:
1. All of my just debts and the expenses of my last
illness, funeral and of the administration of my
estate; but my Executor need not accelerate and pay
those unmatured obligations which, in his opinion,
it might be proper and more advantageous to retain
or renew and pay as they become due and payable.
2. All inheritance, transfer, estate and similar taxes
(including interest and penalties) assessed or
payable by reason of my death, on any property or
interest in my estate for the purpose of computing
taxes. My executor shall not require any
beneficiary under this will to reimburse my estate
for taxes paid on property passing under the terms
of this Will.
III
RESIDUARY ESTATE
A. I define "my Residuary Estate" as all of my property
after the payment of debts and taxes under Article II, including
real and personal property, whenever acquired by me, property as
to which effective disposition is not otherwise made in this Will,
and property as to which I have an option to purchase or a
reversionary interest.
B. I direct my Executor to divide my Residuary Estate into
equal shares and to distribute those shares as follows:
1. one share to each of my Children who survive me;
2. if any of my Children fail to survive me, then his
or her share shall be distributed among his or her
descendants who survive me;
3. if any of my Children fail to survive me and leave
no descendants who survive me, then his or her
share shall be divided equally among such of my
Children who survive me, or their descendants who
survive me, as set forth in subparagraphs 1 and 2
above.
Page 2 of 4 Pages
..
IV
APPOINnMENT AND POWERS OF EXECUTOR
I nominate and appoint my Son, LARRY TRAYER of Carlisle,
Pennsylvania, as Executor of this my LAST WILL AND TESTAMENT. If
LARRY TRAYER is unable or unwilling to serve in this capacity, I
appoint MARY AN TRAYER-TREGO of Carlisle, Pennsylvania to serve
instead. I request that my executor be permitted to serve without
bond or surety thereon. I authorize my Executor to do any and all
things which in his opinion a~e necessary to complete the admi-
nistration and settlement of my estate, including full right,
power and authority, without the order of any court and upon such
terms and under such conditions as my Executor shall deem best fo~
the proper settlement of my estate; to bargain, sell at pUblic or
private sale, convey, transfer, deed, mortgage, lease, exchange,
pledge, manage and deal with any and all property belonging to my
estate; to compromise, settle. adjust. release and discharge any
and all obligations or claims in favor of or against my estate;
and to borrow money for the payment of inheritance and estate
taxes or for any other purpose. Without in any way limiting the
scope of the powers enumerated herein of my executor, I hereby
specifically give to him full power to retain any and all securi-
ties or property owned by me at the time of my decease whenever,
in his absolute and uncontrolled discretion. such a course shall
seem to him to be best. without liability for depreciation or
loss. and free from investment restrictions incident to execu-
torship, whether imposed by common law or statute. In the execu-
tion of his duties and powers as Executor he shall have the power
to comply with all legal requirements as to the execution and
delivery of deeds and all other writings. documents or formalities
without the order of any court; and he shall furnish a statement
of receipts and disbursements at least annually to each person
then entitled to receive income or property from my estate.
Page 3 of 4 Pages
..
IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania,
this ~ day of ~ 1986, set my hand and seal to this my
LAST WILL AND TESTAME consIstIng of four (4) typewritten pages.
~H~11~SEAL)
RU HANNA TRAYER
Testator
Signed. sealed, published and declared by the Testator,
RUTHANNA TRAYER. as and for her LAST WILL AND TESTAMENT, in the
pre s e n ceo f us. wh 0 a the r r e que st. i n her pre s e n c e and i nth e
presence of each other, have hereunto subscribed our names as
witnesses.
~KCy
O-;i.~
ADDRESS
biz. ~ ~1ClJJ" P/l
bill s I~ I as A-6 I (~ P,4-
Page 4 of 4 Pages
-
Acknowledgment
COMMONWEALTH OF PENNSYLVANIA) SS:
COUNTY OF CUMBERLAND )
I, RUTHANNA TRAYER. Testator, whose name is signed to the
attached or foregoing instrument. having been duly qualified
according to law. do hereby acknowledge that I signed and executed
the instrument as my Last Will; that I signed it willingly; and
that I signed it as my free and voluntary act for the purposes
therein expressed.
Sworn or affirmed
TRAYER. the Testator,
to and acknowledged be~~e me. by RUTHANNA
this ~ day of ~~t1, 1986.
~A~d
RU TRAYER.~sta~'r
Publ i'c f ~
ROSA A. RODRIGUEZ. NO ARY PUBLIC
CAIUSLE BOROUGH. CUMBERLAND COUNn
A f f i da v i t MY COMMJSSlON EXPIRES OCT. 28. 1919.
........ 'lftnlVlvania Association of NotarllS
(SEAL)
COMMONWEALTH OF PENNSYLVANIA) SS:
COU NTY OF CUMBERLA NO )
We. PENAlIS K. ~)(" . and 7famt.J~ r. ~h~iJfhaJ'V1
the witnesses whose names are signed to the attached or foregoing
instrument. being duly 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 RUTHANNA TRAYER 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 Testator signed the will as witnesses; and that to
the best of our knowledge the Testator was at that time 18 or more
years of age. of sound mind and under no constraint or undue
influence.
S"t!; n or a f firmed to
K ~ and
witnesses. this ____ day
and subscribed to before me by I>-e?J~IS
7ameIa F. v'e a. .tJ.lVt1
of ~K.986.
WITNESS ~
~;f~
~ PUB~~ ~
ROSA A. IGDRIGUU. NOTARY PUBLIC
CARLISLE BOROUGH, CUMBERLAND COUNTY
MY COMMISSION ~XPIRES OCT. 28, J989
Member, PennsylvanIa Assoei.tion ot Notaries
(SEAL)
-
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REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
Name of Decedent:
RUTHANNA TRAYER
Date of Death:
January 21,2001
File No.:
21-01-00135
Social Security No.:
199-07-1754
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 x No
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?
':~ f1! es x
(Supplemental)
No
o
~
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0... -
d. ((:opies of receipts, releases, joinders and approvals of formal or informal accounts
," ~ . ',oIJlay be filed with the Clerk of the Orphans' Court and may be attached to this report.
]2 ,; E5 '~Copies attached]
':l.~: . ':~,,, Z ~;):=
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D4it~ November l~ :iOl
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(JC,,)
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Signature:
Name:
Address:
--.~~
Edward L. Schorpp, Esquire
MARTS ON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Counsel for personal representative
F: IFILESIDA T AFILEIEST A TESI I 0289.srep
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: PATRICIA T. BROWN
Date of Death: January 21, 2002
Will No. 2002-00135
To the Register:
I certify that Notice of Estate Administration required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the following beneficiaries of the above-captioned Estate on
February 12, 2002:
Name
Address
Andrew J. Brown, Jr.
1800 Silverpine Circle
Mechanicsburg, PA 17050
Winifred Brown
1800 Silverpine Circle
Mechanicsburg, PA 17050
Ian Brown
c/o Andrew J. Brown
1800 Silverpine Circle
Mechanicsburg, PA 17050
Hannah Brown
c/o Andrew J. Brown
1800 Silverpine Circle
Mechanicsburg, PA 17050
Notice has been given to all persons entitled thereto under Rule
5.6 (a) .
Dated: Feb. 12, 2002
Signature
~4~
Name:
Shelly J. Kunkel, Esquire
Skarlatos & Zonarich LLP
Address:
204 State Street
Harrisburg, PA 17101
Telephone:
(717)233-1000
Capacity:
Counsel for Personal
Representative
REV. 1500EX"(1.\I7)
.
COMMONWEAlTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-080'
/6-20"/ - /c"">
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
L
~
W
o
W
"
W
o
IDECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) use a blank block to separatewords
~RA YER, RlJIHANNA
SOCIAL SECURITY NUMBER -.-~ DATE OF DEATH DATE OF BIRTH
, 199-07-1754 01/2112001 01/05/1920
I (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INlfiAlf-- SOCIAL SECURITY NUMBER
This return must be filed in duplicate with the
I ---~-----
REGISTER OF WILLS
,. Original Return D 2. Supplemental Return -~- -~-----
~ 0
~$cn [J 4. Limited Estate D 4a. Future Interest Compromise (for dates of death
"or",
wo.g after 12-12-B2)
:J:~....J :go 6. Decedent Died Testate (Attach copy D 7. Decedent Maintained a Living Trust (Attach
"0.'"
0. of Wi Ii) copy of Trust)
"" [.I 9. litigation Proceeds Received D 10. Spousal Poverty Credit (date of death between
12-31-91 and 1-1-95)
-i
CJ 3. Remaindf3r -Return (for dates of deaih" priOr to 12.13.82)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
D 11.Election to tax under Sec. 9113{A) (Attach Sch 0)
NAME
oo!z Edward L. Schorpp, Esquire
~ ~ FIRM NAME (If applicable)
2515 MARTSON, DEARDORFF, WILLIAMS & OTTO
"0.
COMPLETE MAILING ADDRESS
Ten East High Street
Carlisle, P A 17013
TELEPHONE NUMBER
(717) 243-3341
c~,-1
i 1. Real Estate (Schedule A)
!
(1)
OFFICIAL USE ONLY
2. Slocks and Bonds (Schedule B) (2)
3. Closely Held Corporation. Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
z
o
~
F
a:
13
w
or
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
36,06 .
(5)
(6)
(7)
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)
(8)
(9)
(10)
10,048.8
2,122.
11. Total Deductions (total Lines 9 & 10)
(11
(12
(13)
(14) 23,
x []] (15)
x .045 (16)
x .15 (17)
(18)
z
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>=
g
0.
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12. Net Value of Estate (Line 8 minus Une 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not
been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
15. Amount of line 14 taxable at the spousal tax rate
See instructions on reverse side for percentage
16. Amount of line 14 taxable at 4. 5 %
23,894.
! 17. Amount of line 14 taxable at 15% rate
18. Tax Due
19. 0 Check here if you are requesting a refund of your overpayment.
1'~"lmiil~__ljl _'1II1111ll ...... . ~ ~1.m[!!llil1IlljliUilii1J
Under penalties of perjury, I declare thai I have examined this retum, including accompanying schedules and stalemenls, and to the best of my lmowIedge and belief, it is true, correct
and comP.e~ - --
DeclaraIIOf1:,~reparer other than the personal representative IS based on all infomlation of which preparer has any knowledge.
~_. ~ 107 Stone House ~oad, carliSle,!!,~!013_____t.fj!t II) /
ADDRESS DATE -
ADDRESS
-bAfE
:~ONSTF
SIGNATURE OF PREP RER THER T
Ten East High Street, Carlisle, PA 17013
ADDRESS
-v-;q-oj
~-DAfE"-'-----
Decedent's Complete Address:
STREET ADDRESS
940 Walnut Bottom Road
CITY
1STATE .PA
IZIP 17013
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 1 Line 18)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
1LO_75 . 25
53:76
Tolal Credits (A + B + C)
(2)
53.76
3. Interest/Penalty if applicable
D. Interest
E. Penally
TolallnlerestlPenally (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 19 to request a refund
5. If line 1 + line 3 is greater than line 2. enter the difference. This is the TAX DUE.
(4)
A. Enter the interest on the tax due.
(5) ~21._49
(SA)
B. Enter the tolal of Line 5 + SA. This is the BALANCE DUE.
(5B) 1, 021 . 49
Make Check Payable foe REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN ..X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or Income of the property transferred;.................... ............................................
b. retain the right to designate who shall use the property transferred or its income,.....................
c. retain a reversionary interest; or................................................................................................
d. receive the promise for life of either payments, benefits or care?..........................................................
Yes No
l"J [;<1
1-1 IZJ
D [2J
[J [2J
IZJ
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2. If death occurred on or before December 12, 1982. did decedent within two years preceding death transfer
property without receiving adequate consideration? If death occurred after December 12, 1982, did
decedent transfer property within one year of death without receiving adequate consideration?...................
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death?
4. Did decedent own an individual retirement account. annuity, or other non.probate property?........................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
72 P.S. ~9116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the surviving spouse from
6% to 3% for dates on or after July 1, 1994 and before January 1, 1995.
72 P.S. ~9116(a) (1.1) (ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving spouse from 3%
to 0% for dates on or after January 1, 1995. The statute does not exemDt 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 JANUARY 1,1995 - Please answer the following question by placing an 'x" in the appropriate space.
Did the decedent create a trust or similar arrangement which Is solely for the surviving spouse's benefit for his or her entire
lifetime? 0 Yes 0 No
If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second spouse, at which
lime it will be fully taxable at the rate(s) applicable to the remainder beneficiary(les). Enter the value of the trust on Schedule J, Part II, in order to
remove it from the calculation of the tax due in this estate. You may wish to file Schedule 0 in order to make the election available under section
9113. If the election is made, the trust or similar arrangement is taxed in the estate of the first decedent spouse, the portion of the trust or similar
arrangement which benefits the surviving spouse is taxed at the zero tax rate. and the remainder is taxed at the rate(s) applicable to the remainder
beneficiary(ies). If you chose to make the election, you must attach schedule 0 to a timely.filed tax retum, along with schedule(s) K and/or M in order
to show the apportionrnent of the trust or similar arrangement between the surviving spouse and the remainder beneficiary(ies).
.
Schedule E
Cash, Bank Deposits, & Misc. Personal
Property
COMMONWEALTH OF PENNSYLVANIA
INHERITANCC TAX RETURN
RESIDENT DECEDeNT
,
~--
----------
ESTATE OF
TRAYER, RUTIIANNA
,
J
FILE NUMBER
21 - 01 - 00135
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 i
_ __l.._ _...._______._.._......_. _...__..._
I IAllfrrst, Checking #0086257218
2 lFirst UiJ.lOll,-Checklllg#f0I4T965 I 1304
3 First Union, Acct. #3014196511658
4 :FirsfUnion, C.0.#247412051238325
51St. Paul'SLliiheran Church-rent refund -
. -.I _ _____. _ _____ ._____
6 ISprint, refund
"-iComcast,refun,f
L______nn_________ _.
8 Capital Blue Cross, premium refund
9 Commonwealth of Pelliisy1vania, 2000 rent rebate
VALUE AT DATE
OF DEATH
3,211.94
8,543.90
3,696.33
2(),089.19
155.00
11.61
1.07
166:30
190.08
DESCRIPTION
Schedule E TOTAL
$36,065.92
ESTATE OF
*'
Sc:hedLE H
FlDlI3IExpellses&
Am. lisfl.4i1le CosIs
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
----~.._.~--.~----._~-
IFILE NUMBER-
! 21-01-00135
TRAYER, RUTHANNA
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER'
A. !FUNERALEXPENSES---
~WiiigBrOffiers hirieral Home
B.
DESCRIPTION
AMOUNT
6,149.48
WestiriillSleiCemi:fery;graveopenmg - ---
815.00
!Williiim Hemminger,oiganlst
~unerallIinClieon
.. 'IUO.OD
ZmT.DO
- Tarlisle ~emoiial Semce,-re'ttenng oriiIiimument
205:00
1.
---r
I
I
I ADMINISTRATIVE COSTS
Personal Representative's Commissions
none
-1
!
! Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commissions paid
State
Zip
2.
3.
Martson Deardorff Williams & Olto (estimated)
1,800.00
Attorney Fees
Family Exemption (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
none
4.
City
Relationship of Claimant to Decedent
Probate Fees
86.00
State
ZIP Code
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
!RegisfeiOfWiITs;-short cefhhcates - . -,
iCumberland-taw JOiirnal:' Advertismg-Lelters-Testamentary
!TheSentlneE-AdveitlSmgLettersTeStamentary - ------
Ewmg Brothers, death certificates -- ---- -----
~egister ofWlils, filmgfee, Inheritance TaxuRetUril-
IRes-erved for addition.lllrohate and miscellaneous closing costS'
9.00
75.00
74.39
20.00
, --15.00
500.00
,
~
Schedule H TOTAL
10,048.87
.
Schedule I
Debts of Decedent, Mortgage
Liabilities, & Liens
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATEOF TRAYER,R~~~NNA--
--.......-- .- --".-----'...-----
. FILE NUMBER
I 21-01-00135
ITEM
NUMBER.
DESCRIPTION
AMOUNT
32.14
32.00
1,980.00
49.94
28.5!
I IBetvedereMediCal Corporation;biIOiice-nOtCovered byinsurince
2 lWestShore-Emergency Medical Services, balance not covered by msiirance-
\
:f ---'HeR-Manor Care, account payable - ----- ------ ,--
4 ,PP&r:~accouiitpayable'---'------' ------
5 [AflfirsiBank,oiiistandmgcheck onllate of death (Sprinij--
Schedule I TOTAL
$2,122.59
.
Schedule J
Beneficiaries
_J_
-------r FILE NUMBElf
21 - 01 - 00135
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN ~
RESIDENT DECEDENT
,..---.-----...-----' ..... .
ESTATE OF
TRAYER, RUTHANNA
RELATIONSHIP TO
DECEDENT
__-+-_ ,120 Not Li~Tl1J~J~
...L-....______J
Son
AMOUNT OR SHARE
I _ OF ESTATE
NUMBER NAME AND ADDRESS OF PERSDN(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Larry Trayer . ------....-.---.------~-
107 Stonehouse Road
Carlisle, PA 17013
1/3 estate residue
1/3 estate residue
2 Mary An Trayer-Trego
2343 Walnut Bottom Road
Carlisle, PA 17013
- --- _." --------
3 Patsy Herbert
2304 Briareliff Avenue
SI. Joseph, MO 64503
Daughter
Daughter
1/3 estate residue
i Ener ~~~~~~~u,~~_:~~~_~j~~~~~~~~~~hOW~_~~~~~~~~_~ 5 throu~~~~~,~,~s apP~oe~=~e, o_~_ ~7~~_1500 _~v~_~~~~~
II. NON-TAXABLE DISTRIBUTIONS
,A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING
iMADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
"-..-----...-- -
----.- ---..._---
Schedule J TOTAL
_02/26/01
16:01
~1 302 934 2955
CIS
I4J 002/002
iii allfttst:
Al1first Financial CenterN.A.
PO Box 900
MlUboro, DE 19966
February 26, 2001
Martson, Deardorff, Williams & Otto
Attorneys At Law
10 East High Street
Carlisle, PA 17013
Re: Estate or Ruthanna Traver
Social Security: 199-07-1754
Date of Death: January 21, 2001
Dear Sir or Madam:
Per your inquiry dated FebruaIy 6, 200 1 please be advised that at the time of death, the above-named decedent had
on deposit with this bank the following:
1.
Type of Accoun/
Golden Age Ch2cking
Account Number
0086257218
Opening Date
Ruthann. Trqyer
MaryA" Trayer-rrego,poa
Lloyd ~ Trqyer, Deed
08/28/64
Ownership (Names oj)
Total
$3,211.94
$ 0.00
.$j,iiT94...........-..........-
Balance on Date of Death
Accrued Interest
This letter does not include any accounts in which the deceased may have been listed as Pawer of Attorney,
Custodian of Uniform rrofl1ljers, Representative Payee. or Trustee under a Wrillen Agreef1t€nt.
For further account information, clwures and/or 'eimbursement affUnds refer to helow Immeh-'
CARLISLE OFFICE
1 WEST HIGH STREET
CARLISLE, PA 17013
717.140-<;703
SCI-i E
Tk_ I
f~Ji;N
Reference ID: 139751
First Union National Bank
Attn: Account Verifications
POBox 40028
Roanoke VA 24022-7313
February 13,2001
MARTSON DEARDORFF WILLIAMS & OTTO
10 EAST HIGH STREET
CARLISLE, PA 17013
SUBJECT: Verification I Confumation of Account and Balance Information provided for:
RUTHANNA TRAYER (SSN# 199-07-1754)
Date of Death: January 21, 2001
Deoosit Account Information
Account Account Date of Death Average Date Maturity Interest Accrued YTD Date
Type Number Balance Balance'" Opened Date Rate Interest Interest Paid Closed
CERTIFICATE OF DEPOSIT 247412051238325 $20,000.00 6/29/2000 7/29/2001 6.77 $89.19 $0.00
LEGAL TITLE: RUTHANNA TRAYER
CHECKING 1014196511304 $8,543.40 11/24/1997 NA 2/7/2001
LEGAL TITLE' RUTHANNA TRAYER
MARY TRAYER TREGO, POA
SAVINGS 3014196511658 $3,695.85 11/]/1997 $0.48 $4.97 2/7/2001
LEGAL TITLE: RUTHANNA TRAYER
MARY A. TRAYER TREGO, POA
>It Due to system limitations, we can only provide a twelve month average balance on depository accounts.
>It Date of death balance does not include accrued interest.
... If date of death OCCUlTS on a weekend or a holiday, date of death balance does not include any transactions that were
made during that time period.
February 13, 200 I
Date
Julia Sorrells
Depository Representative
Servicenter Associate
Title
(540)563-7323
Phone Number
abs; tc
Qr)H)'.J2
scH. t) 1- t~M$ J-~
HCR-ManorCare
MANORCARE CARLISLE 372
940 WALNUT BOTTOM ROAD
CARLISLE, PA 17013
(717)-249-0085
MARYANN TREGO
FOR RUTHANNA TRAYER
2343 WALNUT BOTTOM ROAD
CARLISLE, PA 17013
TRAYER, RUTHANNA
98128
'-"--~j,~,,';,~ ~--"....-_. :,~~~,--l'" ---.~- -.. __.__.__.w. .._~ --"-'~f-~;~~~'-;~~--~;~:;'-rhj,>':'.1
";.O:::;-'....,'.,:.:i-: _.L_______ ___.,__,_ _________,_________._'.___ .'___,,_._. _______. __._._ __ _
0TI0TI0T~u--H BALANCE FORWARD
01/17/01 PAYMENT
01/01-01/20/01 CO-INSURANCE 20 DAYS AT
99.00
<6'O(
~ d~ Oil
f ~-r$\: gfoJ-
rj\J C-~
PAYMENT DUE BY THE
10TH OF THE MONTH
~H-I> J~3
-', [
2,522.00
1,980.00
i ',} ~ j ':"
MEDICARE A
PRIVATE
ROOM 162 -B
2,522. I
~.,~~
,<
. "
LAST WILL AND TESTAMENT
OF
RUTHANNA TRAYER
I, RUTHANNA TRAYER, a legal resident of Cumberland County,
Carlisle, Pennsylvania, being of sound and disposing mind and
memory, do hereby make, publish and declare this instrument to be
my LAST WILL AND TESTAMENT. I hereby revoke any and all wills and
eodicils by me heretofore made.
1
IDENTIFICATIONS AND DEFINITIONS
>
~
A. I am a widow. I have three ehildren, LARRY TRAYER, MARY
AN TRAYER-TREGO, and PATSY HERBERT. Referenees in this Will to
"my ehildren" inelude these children and any other lawful children
born to or adopted by me. Except as otherwise provided in this my
LAST WILL AND TESTAMENT, I have intentionally omitted to provide
herein for any relatives or for any other person, whether claiming
to be an heir of mine or not.
B. The following definitions obtain in any use of the terms
in this Will:
1. "Descendants" means the immediate and remote lawful,
lineal descendants of the person referred to, and it
means those descendants in being at the time they
must be ascertained in order to give effect to the
reference to them, whether they are born before or
after my death or of any other person. The persons
who take under this Will as Descendants shall take
by right of representation, in accordance with the
rule of per stirpes distribution and not in
accordance with the rule of per eapita distribution.
Persons legally adopted when under the age of four-
teen years shall not be differentiated from blood
descendants for any purpose.
2. "Survive me" is to be construed to mean that the
person referred to must survive me by thirty days.
[f the person referred to dies within thirty days of
my death, the reference to him shall be construed as
if he had failed to survive me.
3. As used in this Will, the words "Executor," "he,"
"him," "his," and the like shall be taken as generic
and applicable to a natural person of either sex or
or a corporate person of other legal entity.
Page 1 of 4 Pages
I I
PAYMENT OF DEBTS AND TAXES
I direct my Executor to pay the following as soon after my
death as may be practicable:
1. All of my just debts and the expenses of my last
illness, funeral and of the administration of my
estate; but my Executor need not accelerate and pay
those unmatured obligations which, in his opinion,
it might be proper and more advantageous to retain
or renew and pay as they become due and payable.
2. All inheritance, transfer, estate and similar taxes
(including interest and penalties) assessed or
payable by reason of my death, on any property or
interest in my estate for the purpose of computing
taxes. My executor shall not require any
beneficiary under this will to reimburse my estate
for taxes paid on property passing under the terms
of this Will.
I I I
RESIDUARY ESTATE
A. I define "my Residuary Estate" as all of my property
after the payment of debts and taxes under Article II, including
real and personal property, whenever acquired by me, property as
to which effective disposition is not otherwise made in this Will,
and property as to which I have an option to purchase or a
reversionary interest.
B. I direct my Executor to divide my Residuary Estate into
equal shares and to distribute those shares as follows:
1. one share to each of my Children who survive me;
2. if any of my Children fail to survive me, then his
or her share shall be distributed among his or her
descendants who survive me;
3. if any of my Children fail to survive me and leave
no descendants who survive me, then his or her
share shall be divided equally among such of my
Children who survive me, or their descendants who
survive me, as set forth in subparagraphs 1 and 2
above.
Page 2 of 4 Pages
IV
APPOINTMENT AND POWERS OF EXECUTOR
I nominate and appoint my Son, LARRY TRAYER of Carlisle,
Pennsylvania, as Executor of this my LAST WILL AND TESTAMENT. If
LARRY TRAYER is unable or unwilling to serve in this capacity, I
appoint MARY AN TRAYER-TREGO of Carlisle, Pennsylvania to serve
instead. I request that my executor be permitted to serve without
bond or surety thereon. I authorize my Executor to do any and all
things which in his opinion are necessary to complete the admi-
nistration and settlement of my estate, including full right,
power and authority, without the order of any court and upon such
terms and under such conditions as my Executor shall deem best for
the proper settlement of my estate; to bargain, sell at public or
private sale, convey, transfer, deed, mortgage, lease, exchange,
pledge, manage and deal with any and all property belonging to my
estate: to compromise, settle, adjust, release and discharge any
and all obligations or claims in favor of or against my estate;
and to borrow money for the payment of inheritance and estate
taxes or for any other purpose. Without in any way limiting the
scope of the powers enumerated herein of my executor, I hereby
specifically give to him full power to retain any and all securi-
ties or property owned by me at the time of my decease whenever,
in his absolute and uncontrolled discretion, such a course shall
seem to him to be best, without liability for depreciation or
loss, and free from investment restrictions incident to execu-
torship, whether imposed by common law or statute. In the execu-
tion of his duties and powers as Executor he Shall have the power
to comply with all legal requirements as to the execution and
delivery of deeds and all other writings, documents or formalities
without the order of any court; and he shall furnish a statement
of receipts and disbursements at least annually to each person
then entitled to receive income or property from my estate.
Page 3 of 4 Pages
. ,
IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania,
this
....:J- day of 9<~ 1986, set my
WILL AND TESTAME consistIng of four
hand and seal to this my
LAST
(4) typewritten pages.
'i>~SEAL)
TRAYER
RU HANNA
Testator
Signed, sealed, published and declared by the Testator,
RUTHANNA TRAYER, as and for 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 hereunto subscribed our names as
witnesses.
~K~
~i'~~
ADDRESS
6/Z.~~,~J!E
JJ4s.L;. tlsA-6. ('~t Pt4-
.. ,
Page 4 of 4 Pages
Acknowledgment
COMMONWEALTH OF PENNSYLVANIA) SS:
COUNTY OF CUMBERLAND )
I, RUTHANNA TRAYER, Testator, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will; that I signed it willingly; and
that I signed it as my free and voluntary act for the purposes
therein expressed.
(SEAL)
to and acknowledged be~:e me, by RUTHANNA
th i s -2 day of fj?<(!t 1986.
L
Public / ~
IlOSA A. RODtlGIlU. 110 ARY PUBLIC
CARLISlE BOIlOOGIl, CUMBERll\IID COUlIlY
A f f i da vi t MY COMMlSSlOII EXPIRES oct. 28. 1989.
"'ber. 'tAAtYlvama AS.sociahQn of Notarlt.
Sworn or affirmed
TRAYER, the Testator,
COMMONWEALTH OF PENNSYLVANIA) SS:
COUNTY OF CUMBERLAND )
We, ])ENIJIS K. (A)( , and 'ffimt-J.,~{!;he;rJhaM
the witnesses whose names are signed to the attached or foregoing
instrument, being duly 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 RUTHANNA TRAYER 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 Testator signed the will as witnesses; and that to
the best of our knowledge the Testator was at that time 18 or more
years of age, of sound mind and under no constraint or undue
i nfl uence.
(SEAL)
and subscribed to before me by t>-EJJ~IS
famel..1LF eJ,ea.4, l!J1.1
of ~ t<.986.
WITNESS ~
~'J ~4'" J
if1R~ PUBfr~ ,~
ROSA A. RODRIGUEZ, NOTARY PUBliC
CARliSLE BOROUGH, CUMBERLAND COUNTY
MY COMMISSIOH EXPIRES OCT. 28, 1989
Me-mbe" ft,nnsylqnta Anoci.tion of Notaries
s~n or affirmed to
---.l;;. K and
witnesses, this ___ day