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Home My WebLink About01-0282 ... PETITION FOR PROBATE and GRANT OF LETTERS No. 2 1- 0 1- 2 8 2 To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Estate of Ruth M. McGeary also known as Deceased. Social Security No. 205-16-0769 v The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execur ix in the last will of the above decedent, dated Ma y 1, 2000 and codicil(s) dated named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ('nmberlano her last family or principal residence at Cl rI r~mont 375 Claremont Drive, Carlisle, PA 17013 (list street, number and muncipality) County, Pennsylvania, with Nursing Home Decendent, then 77 years of age, died July 17 , 2000 ~ Claremont Nursing Home,375 Claremont Drive, Carlisle, PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ 665.00 $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters 'Testamentary . theron. (testamentary; administration c.La.; administration d.b.n.c.t.a.) '" or u C '" ~3 '" ~ 0::'" c "00 c':: ca"= ~'" ~o.. "'.... :; 0 c;; c 00 [;3 5~ Z/lfi/AJk /? (JJA.lfj/2 K:1 /~O ~sehoc ~~€ $,.D ~/ L/of, ~1' '/9- /7& C/ S'~ Cl-7J OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA IS'"' COUNTY OF Cumberland J ~ The petitioner(s) above-named swear(s) or affirm(s) that the statements in the fotegoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate accordi g to law. Sworn to or affirmed and subscribed { S G ~ before me this 1.6'~ day of OQ' ~ 0)~.:5j ~ 'rYJO/nt(7 ~ ~~ I!.a. .%~, Q'p,d-Aj. ~ R~~ ~ /~ :J.I7- S .. No. 21-01-282 Estate of Ruth M. McGeary , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MARCH 18, 2~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, lT IS DECREED that the instrument(s) dated MAY 1, 2000 described therein be admitted to probate and filed of record as the last will of RUTH M. McGEARY and Letters TESTAMENTARY are hereby granted to SUZANNE R. GINGRICH >??~I!, ~x1u d.d, ~~i7"/'//7 ' , Register of Wills FEES Probate, Letters, Etc. ......... $ 18.00 Short Certificates( 1) . . . . . . . . .. $ 3.00 ~ E:({:I'M.fAGES. .3. $ 9.00 $ 5.00 TOTAL _ $ 35.00 Filed .~Glj. .1.as. ;2.o.Q~................. ANDREW C. SHEELY, ESQUIRE ATTORNEY (Sup. Ct. J.D. No.) POBOX 95 127 S MARKET STREET.MECHANICSBURG, PA 17055 ADDRESS 717-697-7050 PHONE LETTERS PUT IN PROTHONOTARYS BOX, MARCH 19, 2002 qUHl~') u;'j:~) E l: l d S l tI\I~1 ZOo Hl0".80'i REV 9/P,r-. This is to certifY that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ?-A~~ JIr-l. AOn Local Registrar Fee for this certificate, $2.00 p 6630973 C()~ /~ ddCJO Date 21-01-282 H105_143Ae.., 2/87 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH TYPE/PRINT IN PERMANEN r BLACK INK z w (il :;l o ~ w ~ ~ z NAMEOF~tFlrsr_MId<IIl_L_' ,. k ati. AGE (lall: Birthday) UNDER t YEAR -- Daya JlI. ~~..v\1 't 20(< 1-1'"1 BIRTHPlACE (Coty ijfl(J 3laJeOlfCf8oQllCOufln.." DeCEDENT'S USUAl fXCUPRtON MARITAl STATUS -...... ......... Married. WidDwM. -""*"'/ 'c. LV. daL't: d 11. I7C.I3".....__~ .Ult' 5<' if =.,,0 RACE. A"] ........86Kk. WhIle. Me '''''''1 10 i"l:h SUfMVING SPOuSE tlf _. 0lW madIn fWMI y~ COUNTY OF DEAl'H (~ U iY', fJ't .L"", ~ ... -I.....p .... 1741.0 ~-==':::OI - l'(llll ,1 ..LOO() ~"''-1~'- Ct;.\...\... C."'. DUE 10 (OR AS A CONS(OUENCE OF): ... ._. : lnIetV11l befwMR lonMI and dNCh I : ....\it PART I: OINIsrgniftcanl: ~ oOncnbuIing 10 duIh. but noIlMUlinQinlhll ~C:aUMQiweftiftPNn 1 'S DUE 1O(OA AS A CONSEOUENCE Of): '\ , u r ( r- DUE 10 (OA AS A CONSEOUENCE OF): . WERE AUtOPSY FINDINGS A\WlA8lE PAIOA 10 COMPlETK)H OF CAUSE OF DEATH? MANNER Of DEAlH DATE OF INJURY tMonIh.O.y. 'lItar1 TIME OF lNJUAY INJURY A1 WORI<1 DESCRIBE HOW INJURY OCCURRED. ......... ~ o o HomocicM o o o PlACE OF INJURY. AI home. tar"'.IlIHt.I~. oMc. M. build\ng.MC_ISpecdvl >do. ... 0 ",,0 (<r~ '1- Al:c....nt Pending IRWMI~lIon _0 ""ICI """... COtMd not be delerm,ned 32. DATE FILED (Monltl Da.... 'NaIl ~('JvO ..." i"'- '....0. ~(.)L^ f'A 110:"<;'" 2". 2ft. CQl'TWIEft IChedl ony ~ 'CERTIfYING PHYSICIAN (Ph'l'SlCiM\ cffllllyong c.tus.e u1llo.!itltl whet' .MlOlh~ DhvlioIC,an has pfOflOUll(:ed >Jt!dlh aOl.l Co-npl.:ltl(J Il~n 2Jj To the be.. of m.. knowktcte-, de.... occu""'" due to""e c......(.) ~ m.nner.. .Iated. . >0. .PftONOUNCtHG AND CERTifYING PHYS6C'AN tPh'fSICldn OOlh O)/:J"OuIIC,ng lredlh dllCll;elll1ytng 10 cause 01 oedl",l To the blt.aotmy know'-dQIlt, de.lh OCCUfred .1..... ......, d11le. end pIKe. .nd due 10 "I. C.UH(.~.net m.nn.r.. "..led ...EDICAL EXAMINERJCORONER On Ihe bali, or ...mlnallon and/or Investig.1tion, in my opinion, de.th occurred a. the lime, dale, and place, ilod due to the causa(l) and manner .. slaled.. 31.. o ~~ ~~ ,. JJly/9, .;toao 21-01-0282 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS €8sieil Andrew C. Sheely, Esquire and Ann W. Martin (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that they were present and saw Ruth M. McGeary the testatr ix, sign the same and that the V signed as a witness at the request of testate i x in re r presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before . 't;I(, me this / .5 day of mCVr.J:JJ 2 ~ 'm,~t! ~;:w- /fl.~, iO/17h'+ Register Ann W. Martin ~~ (Name) 907 Loring Lane, Mechanicsburg, PA 17055 Andrew c. s~~~t;:)Esq.~Jkv::) (Name) 112 N. 30th St., Camp Hill, PA 17011 (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS ~----- --- (each) a subscriber hereto, (each) being duly qualified accor g to law, depose(s) and say(s) that c:---- -'-familiar with the signature of , ood~ testat_ of (one of the subscribing--..witnesses to) the will esented herewith and " , codl . '. -that- believes'tbe signature on the will is in to the best of ledge and belief. " Sworn to or affirmed and subscribed be me this day of 19_ Register --.....,-.. " ."" (Address)'~ -_ (Name) (Address) '" 21-01-282 LAST WILL AND TESTAMENT OF RUTH M. MCGEARY I, RUTH M. MCGEARY, of 335 Wesley Drive, Apartment 416, Bethany Towers, Mechanicsburg, (Lower Allen Township), Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I direct that all inheritance, estate, transfer, succession and death taxes, as well as my just debts and funeral expenses, of any kind whatsoever, which may be payable by reason of my death, shall be paid out of the principal of my estate as the same can conveniently be done. SECOND: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, unto my children, SUZANNE R. GINGRICH, of Elliottsburg, Pennsylvania, RONALD E. MCGEARY, of Grantham, Pennsylvania, and CRAIG A. MCGEARY, of Mechanicsburg, Pennsylvania, provided that should any of my children predecease me, I give and bequeath such child's share unto his or her issue per stirpes, and if there be a failure of same, then I give " and bequeath such deceased child's share to my surviving children as provided herein. THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restric- tions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduciaries, as are deemed proper, without regard to any principle of diversification, risk or pro- ductivity. 2 (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, per- sonal income, gift and estate or inheritance tax laws. (G) To make distributions to Iny herein named beneficiaries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retire- ment plan (pension plan, profit sharing plan, employee stock ovvnership plan, or any other type of qualified plan) to the extent the plan or the law. FOURTH: I nominate and appoint SUZANNE R. GINGRICH, as Executrix, of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatso- ever of SUZANNE R. GINGRICH, I nominate and appoint RONALD E. MCGEARY, as Executor, of the this, my Last Will and Testament. I direct that my Executrix or Executor, as the case may be, and their successors shall not be required to post security or a bond for the performance of their duties in any jurisdiction. 3 " IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this II' day of May, 2000. ~~ Z~(SEAL) RUTH M. MCGEARY Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ((Z.N. '3 is-f<.. s:-I ~ t:_# It il,?.-I (70 Ll Address I . fro2J a OL.JL Name ?P1/.iJun3itw, AtlchmJ(.lbu.'J1 IJ, /7055 fL. 'fllF1fi~ ~ Address Name 4 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) NAME OF DECEDENT: Ruth M. McGeary Date of Death: July 11, 2000 Will No: 21 -01 -0282 To the Register: I hereby certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans Court Rules was served or mailed to the following beneficiaries of the above-captioned Estate on April 19 , 2002. Suzanne R. Gingrich Daughter 1 20 Eschol Ridge Road Elliotsburg, PA 11024 Ronald E. McGeary Son 602 Grantham Road Grantham, PA 11021 Craig A. McGeary Son 526-B West Simpson Street Mechanicsburg, PA 1 lOSS Notice has now been given to all persons entitled t 5.6(a) except: NONE CJ\ Andrew C. Sheely, Esquire PA 10 NO 62469 P.O. Box 95 1 27 S. Market Street Mechanicsburg, PA 17055 717-697-7050 Counsel for Personal Representative, Suzanne R. Gingrich, Executrix I-"'~ DATE: Ap~it 19, 2002 i~ -~ N ->= p .~) :: ,~ '\ r ~ -,. '-- \ /6 -r~7-~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 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 04-23-2001 ESTATE OF MCGEARY DATE OF DEATH 07-17-2000 FILE NUMBER 21 01-0282 '" " COUNTY CUMBERLAND I" " ".. ANDREW C SHEELY ESQ ACN 101 127 S MARKET ST I Amount Remitted PO BOX 95 MECHANICSBURG PA 170'5.5 )~_/ REY-1547 EX AFP <l2-DDl RUTH M 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 ~ iifv=is4-j-Ex-AFP-n"2:0(lr-No'TYcE--oF-YNHEifiTAiiCE-YAX-irpPR'jfisEMENT~--Aii-oWANCE-(fR------------- ---- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCGEARY RUTH M FILE NO. 21 01-0282 ACN 101 DATE 04-23-2001 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) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (l) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .00 1,319.33 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO) 5,043.00 .00 (11) (2) (13)- (4) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 1,319.33 1).043 00 3,723.67- .00 3,723.67- NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) .00 X 00 = .00 .00 X 045 = .00 .00 X 12 = .00 .00 X 15 = .00 (9)= .00 AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "'CREDIT"' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ v STATUS REPORT UNDER RULE 6.12 Name of Decedent: RUTH M. MCGEARY Date of Death: July 17, 2000 Will No. 2001 - 00282 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be;?tta~h;~o ~( r(E)rt. Date, 1{11{OL..- ~ ~ Signat.ure Andrew C. SheelY, Esquire Name (Please type or print) 127 South MarKet Street Mechanicsburg, PA 17055 Address e17) 697-7050 Te 1. No. Capacity: Personal Representative X Counsel for personal representative (MAH:rmf/AM3) .. Cumberland County - Register Of wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/13/2002 GINGRICH SUZANNE R 120 ESCHOL RIDGE ROAD ELLIOTSBURG, PA 17024 RE: Estate of MCGEARY RUTH M File Number: 2001-00282 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 7/17/2002 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~ (!. ~P<- Jkd)~ MARY C. LEWIS REGISTER OF WILLS cc: LA'ile Counsel Judge REY.15DO EX (0.001 t . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 OFFICIAL USE ONLY <;i G w ... ",$(/) ,,"'''' w"" ",00 ,,"'.... .... .. < ______/ & - ;2/7- S- __~J:.A NUMBER INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER C-l:-kE - 4..1-- I- Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) McGeary, Ruth M. DATE OF DEATH (MM-OD-YEAR) 07-17-2000 SOCIAL SECURITY NUMBER 205 16 -- 0769 DATE OF BIRTH (MM-DD- YEAR) 07-09-1923 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) IXJ 1. Original Return o 4. Limited Estate IX] 6. Decedent Died Testate (A\l.adlco~y olW~11 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 U\liflg Trust (Al\achoopyotTrust) o 10. Spousal Poverty Credit (date of death between 12.-31-91 and 1-1-95) o 3. Remainder Return (date of death prior to 12-13.82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposll Boxes o 11. Election to tax under Sec. 9113(A) (AttaclISct\G\ ... z w o z o .. (/) w '" '" o " NAME COMPLETE MAILING ADDRESS Andrew C. Sheely, Esquire 127 South Market Street P.O. Box 95 Mechanicsburg, PA 17055 Andrew C. Sheel FIRM NAME (Ii Applicable) TELEPHONE NUMBER 717-697-7050 z o ~ ...l ::l l- ii: c:( u w a:: 1. Real Estale (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closet'! Held Corporation, Partnership or Sole-Proprietorship ., 4. Mortgages & Notes_Receivable {Schedule OJ 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (1) (2) (3) (4) (5) OFFICIAL USE ONLY (6) $1,319.33 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. InlerNivos 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 Uabillties, & Liens (Schedule I) 11. Total Deductions (Iotal Lines 9 & '10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (7) (8) $1,319.33 (9) 5,043.00 (10) (11) 5,043.00 (12) =3,723.67 (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 0.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !;t .- ::l D. ::E o u ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x.O~ (15) x.O~ (i6) 0.00 x .12 (17) x .15 (18) (19) 0.00 16. Amount of Line 14 taxable at lineal rate 0.00 17. Amount of line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS ., C'laremont Nursinn '-'Amo 375 Claremont Drive CITY Carlisle I STATE PA I ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditsJPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 Tolal 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 IUne 20 10 request a refund (4) 5. if Line! + Line 3 is greater Ihan Line 2, enter the difference. This is the TAX DUE. A. Enler the interest on the tax due. (5) (SA) 0.00 B. Enter the lolal of Line 5 + SA. This is the BALANCE DUE. (5B) 0 . 00 Make Check Payable to: REGISTER OF WILLS, AGENT ~. "'__". 0'=_' _.... ... ..." _......_ _._"'"_..,, . _,.._ .__. ...,_~.<o._ .. ......,,,....__ .__ _~.~._ .....__....._.. ._ 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;............................. ....................... .................................... 0 50 b. retain the right to designate who shall use the property transferred Dr its income; ............................................ 0 50 c. retain a reversionary interest; or................................................................... . .................................................... 0 [XI d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 50 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................ .................., ............................. 0 [X1 3. Did decedent own an "in trust for" or payabie upon dealh bank account Dr security at his or her death? .............. 0 [XI 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . ........................... .................... ..................................................................... 0 50 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 01 perjury, I declare that I have examined this return, including accompanying schedules afld statemerlts, and to the besl 01 my k~owledge al1d belief, it is true, correct and complete. Declaration of pre parer other than the persorlsl representative 15 based on all mformalion of which preparer has any knowledge - FOR FILING RETURN ISuzanne GingriCh, Executrix ttr 11 Cf.QG/o I Ridge Road, Elliotsburg, PA 17024 R TH REPRESEN,TIVE Andrew C. Sheel 127 South Market Street, P.O. Box 95, Mechanicsburq, PA 17055 i\~!Ii;p'Ji~1U"If(.~~';mi;w.~}:!I.~f~~{~~it:'~~;~~1lLtiifilli;i.1""\fit\>>>MO[X-~='~.,="'W'*fi'r~Wt;!OCi-".~~'----;u; ""',~"'...~=, '.~ -~iliiRWc.i4~~j'-)lit For dales of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on Ihe nel value of Iransfers to Dr for the use of the surviving spouse is 0% {72 P.S. 99116 (a) (1.1) (ii)]. 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 beneficial)'. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116(a)(I.2)]. The tax rate imposed on the net value of transfers to Dr for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)1. The tax rate imposed on lhe net value af transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9g116(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. COMMONWEALTH Of PENHSYLVANIA DEPARtHENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG~ PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 ACN 01101314 DATE 01-18-2001 UV.1543 [l(4FP U9-oal TVPE OF ACCOUNT o SAVINGS IX] CHECKING o TRUST o CERTIF. TO: EST. OF RUTH M MCGEARV S.S. NO. 205-16-0769 DATE OF DEATH 07-17-2000 COUNTY CUMBERLAND SUZANNE GINGRICH APT 416 335 WESLEY DR MECHANICSBURG PA 17055 REMIT PAYMENT AND FORMS REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 KEYSTONE FINANCIAL 8ANK KA. has provided the neparbllimt with the information listed below which has beoen used in calculating the potential tax due. Their records indicate that at the death of the above decedent, yoU were a joint ownar/b.n.ficiar~ of this account. If ~ou f.el this information Is incorrect, pless. obtain written correction fro. the financial institution, attach a cop~ to this form Bnd return it to the above address. This account is taxable in a~cordance with the Inherit.nce Tax la~s of the Co..onwealth at Pennsylvania. Questions may be answered by O8lling (717) 787-8327. COMPLETE PART 1 BELOW Account No. 523324457 * * * SEE REVERSE SIDE FOR D.t. 08-12-1997 Established FILING AND PAYMENT INSTRUCTIONS Account 8.l.n08 2J 638.66 Perc.nt Taxole )( 50 . 000 AI1Iount Subj.ct to T.x 1,319.33 T.xbt. X .15 pot.ntbl TIlX Du. 197.90 PART TAXPAYER RESPONSE [!Ll!I!!!i~~1,.1!ii~lili1.!llmm~i~,~,~itlM!:I\!!m~I~~.!!f.~~~.i~~ilt@iii!Ilg;;,;:::.:::,:.:.":,;::::i]l!j:::.:;:;;".]i.lill:,!~,i~I~~.,~I!!~Ji To insura proper credit to your account~ tMO (2) copias of this notice must acco~pany your pBy~ant to the Register of Wills. "aka check payable to: "Register of Wil.ls~ Agent". NOTE: If tax payments ara ade within thrall (3) months of the decedent's data of death, you ma~ deduct 8 SX discount of the tax due. Any inheritance tax due will become delinquent nina (9) .ooths after the date of death. [CHECK ] ONE BLOCK ONLY .. 0 The above inforlllation and tax due is correct. 1. You .BY choose to remit pa~ent to the Register of Wills with two copies of this notice to obtain a discount or &\Ioid interest, or you !Day check box "An snd return this notice to the Register of ~ Wills and en official assess.ant will ba issued by the PA Department of Ravenue. B. ~h. above asset has bean or will be reported and ta~ paid with the Pannsylvenia lnheritance Tax return to be filad by the dactildQJ1t's ,..epr",senhtive. c. 0 The above inforlllation is incorrect and/Qr debts and deductions were paid by yOU. You must co~lat. PART ~ and/or PART ~ below. X If you indicat. a different tax rate, pl.ase state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LIME 1. nat. Establish.d 2. Account 8e18no. 3. Percent Taxable 4. A~ount Subject to Tax 5. Debts and D.auetions 6. Amount T.xable 7. TiilfX R.t. a. Tax Due TAX ON .JOINTI"TRUST ACCOUNTa OF 1 2 3 4 5 6 7 8 X PART @J DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I TOTAL CEnt.r on Lin8 5 of T.x Computation) Under p.nalties of perjury, I declare that the facts I CJ~l,...te ~ t~ th. best of my knowl.dge and belief. T~~~Tgt~/.lA \ $ have reported above are trueJ correct .nd HOME ('1/7) WORK ( ) TELEPHONE NUMBER ,':>F ;; 8'<'., 8/ ~9..01 E/ ,REV,""."""". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL Y.OWNED PROPERTY ESTATE OF FILE NUMBER RUTH M. MCGEARY If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Suzanne R. Gingrich 120 Eschol Ridge Road Elliotsburg, PA 17024 Daughter B. c. JOINTLY -OWNED PROPERTY: lETTER DATE OESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution aI'ld bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed forjointly-hald real estate. VALUE OF ASSET INTEREST DECEDENTS lNTEREST 1. A. 8/W M & T Bank 523324457 Date of Death Balance $ 2,638.66 Accrued Interest $ 0.00 Date of Death Value $ 2,638.66 50% $1,319.33 Ruth M. McGeary/Suzanne R. Gingrich, Jt. Ten. TOTAL (Also enter on line 6, Recapitulation) $ $1,319.33 - (If more space is needed, insert additionai sheets of the same size) rIAR-OEi-O J TUE 02: 15 PM RECORDS ,v, AhD T BAN~. FAX NO. 716 63') 458; P. 02/02 F;! M&fBank M arch 6, 200 I 1m: ItShl'l(: S"al'ch Tbe Estate of; 1).le of nealb (D.O. I).) RUTH M MCGEARY 7117/2000 To WhOI1'\ !t May COlIl;cm: IdcntHicd bebw i~. th~ account information requested. 1. M&T Bmlk .\CCOlll1fs in which lhe d~x:cdent's name Hf'pcars: em: s:mZ4457 OPllNEO 8m mH11 M MCGEARY SUZANNE G1NGRICII 43:'9 0.0 D. ,\ccl"ued lnu:J'csl Bnhmces (lllC!.udo, Mer. lilt.) $26:18.66 $.QO /l..CCO~11li. Type A:counl Number Account Title Op'; !ling On.nch 2. Lo::ms, Mortgagc!i, ()l' other obJigation~ tilled in the d'~CJCllt's J1Ml'~ t\ccount Nlll'.lbcl Amount Owed ACCOUllllJescripllOI1 NO S;lfi.! Deposit Uox tilled in tho Decedent's name exi~lcd (It our offic(:, If you haye rillY '1,,"'(1011' about Ihe iuformation provide.!, pi< ase ~)n("~: our Record, Department "I (716) 6:1 :',.,1010 or )-800.724- 2~O out~kk, of\hc lluffalo, NY caHing area. Thank you, Sincerely, M&T llANK COnpORATION DY: ~ \" ~ _._UJ.^-~.Q~~_~~~...___ A\llhoril~d Siglliltul'O DATE: __..___:>.~ {..,:;- C) j ._.__..___0 M<<nll!rJCcUrcrs ~nd Traaerfl Trust COI'npan') . , 1(1(J We'~rl(1 Drive. Po. Box 76l, But1.ato. NY 1t1?4C.().,67 --. 'I""""EX''''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER RUTH M. MCGEARY Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. NEILL FUNERAL ROME $4,858.00 B. ADMINISTRATIVE COSTS: 1. Personal RepresentaTIve's Commissions SUZANNE R. GINGRICH, EXECUTRIX Name of Personal Representative (s} Sodal Secunty Numbe,s) I EIN Number of Personal Representative(s) $ 0.00 Street Address 120 ESCROL RIDGE ROAD City Bl.l.I8'1'SBUnS Stale PA Zip 17921 Year(s) Commission Paid: 2. Attorney Fees ANDREW C. SHEELY, ESQUIRE, PER AGREEMENT $175.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees f'ILING FEE $10.00 5. Accountants Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 5043.00 (If more space is needed, insert additional sheets of the same size) 3401 MARKET STREET CAMP HILL. PA 170 II (717) 737-8726 c1Vu&' FUNERAL HOME INC. "For the Perfect Tribute" FREDERICK H. WHITE. PD. SUPERVISOR . 350 I DERRY STREET HARRISBURG, PA 17111 (717) 564-2633 STEPHEN J. WILSBACH. PD. SUPERVISOR Mrs. Suzanne Gingrich RD 1 Box 1090 Elliotsburg, PA 17024 This is an itemized bill for the funeral of: Ruth M. McGearv PROFESSIONAL SERVICES AND MERCHANDISE SELECTED Complete Traditional Service ... . . . . . . . . . . . . . . . . . . . . .. $ - Acknowledgement Cards (per 25) ............ . . . . . . . . . Memorial Register .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Memorial Folders (per 100) .. . . . . . . . . . . . . . . . . . . . . . . . . Flowers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . L98 Goldtone-20 ga/crepe ........................... Sub - Total CASH ADVANCES Death Certificates 4 @ 2.00 ea. ...................... $ Honorarium ...................................... Barb Simonton .................................... Sub - Total $ Total Funeral Charges $ Payment Received $ Balance Due on Account $ Ref No.: 1000590/2026 October 5, 2000 2,695.00 10.00 25.00 35.00 250.00 1,700.00 ----------~ $ 4,715.00 8.00 100.00 35.00 143.00 4,858.00 (4,858.00) $0.00 LAST WILL AND TESTAMENT OF RUTH M. MCGEARY I, RUTH M. MCGEARY, of 335 Wesley Drive, Apartment 416, Bethany Towers, Mechanicsburg, (Lower Allen Township), Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I direct that all inheritance, estate, transfer, succession and death taxes, as well as my just debts and funeral expenses, of any kind whatsoever, which may be payable by reason of my death, shall be paid out of the principal of my estate as the same can conveniently be done. SECOND: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, unto my children, SUZANNE R. GINGRICH, of Elliottsburg, Pennsylvania, RONALD E. MCGEARY, of Grantham, Pennsylvania, and CRAIG A. MCGEARY, of Mechanicsburg, Pennsylvania, provided that should any of my children predecease me, I give and bequeath such child's share unto his or her issue per stirpes, and if there be a failure of same, then I give and bequeath such deceased child's share to my surviving children as provided herein. THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restric- tions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduciaries, as are deemed proper, without regard to any principle of diversification, risk or pro- ductivity. 2 (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, per- sonal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named beneficiaries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retire- ment plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law. FOURTH: I nominate and appoint SUZANNE R. GINGRICH, as Executrix, of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatso- ever of SUZANNE R. GINGRICH, I nominate and appoint RONALD E. MCGEARY, as Executor, of the this, my Last Will and Testament. I direct that my Executrix or Executor, as the case may be, and their successors shall not be required to post security or a bond for the performance of their duties in any jurisdiction. 3 IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this l day of May, 2000. -I'd;ft; ,J;~(SEAL) RUTH M. MCGEARY Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. !7vv '3 of<.5iJl""" 1/;'1 ;'" Address ' (70 1/ , #oZJ a ~ . Name tip] Lonf}3il1J)~ l11rChlJlJ'L5hllj, fA /105S Address (JA ~ ft~)fi~ It tlAJ Name 4