HomeMy WebLinkAbout01-0325
Estate of R C"> \:.I?," ~ '-. R u.. ~
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
d.J-DI- &3 tit 5
No.
To:
AI:MINISTRATION
C.T.A.
Register of Wills for the
, Deceased. County of CUMBERLAND in the
Social Security No. \ ~ '- - "'?:>It - ..., '- c, I Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut... -:!""c..., e. 6-
in the last will of the above decedent, dated NOVF.MRF.R 1 Rm
and codicil(s) dated
named
, 19~
(state rekvant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in
h \ S last family or principal residence at
\,'-..1.\'\
c.. '-^ ~\a"" ~ \{"'-'-<"> i>....
\ "'\ R 0-.-1 ' !;,
County, Pennsylvania, with
G~'\J~ Neu..:>\J"\\~ ~f>\
,
(list street, number and muncipality)
Decendent,then S'c.:, years of age, died \=e'c".-....o..."" \<\ ,1'9-<-.C,o<::.\ ,
at t.c..s>,.c.-. Me..r-...a,,'c..\ \\cs,?\~\ , .
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: .~
~ '7 vGO:::.
$
$
$
$
WHEREFOR~, petitioner(s) respectfully request(s) the probate of the last will and codiciI(s)
presented herewIth and the grant of letters, c....r\"'<"\'{'\.,"'-.",=--~, a"" c::... ~. CA
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA l.ss
COUNTY OF CUMBERLAND J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing 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 petition,,(s) will well and truly ad ~tate acconting to law.
Sworn to . or . af.firmed and SUbscribe~ v ~' , to
before me this . 21ST day of 'Tc.,eO ~ ~v..~ ~
MA~ ~;&" ~--,~1 ~
~ ~I~ .~ Register ~
1(P -6?~O - 3
-
~o. 21-2001-325
Estate of
ROBERT L. RU'IT
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS ALMINISTRATION
C.T.A.
AND NOW MARCH 26 'P9 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 NOVEMBER 18TH. 1993
described therein be admitted to probate and filed of record as the last will of
ROBERT L. RU'IT
and Letters ALMTNT!=:'T'RA'T'TnN C. T. A.
are hereby granted to JARED RUTT
FEES
50.00
12.00
10.00.
12.00
~.oo
AITORNEY (Sup. Ct. 1.0. No.)
Probate, Letters, Etc. ..,......
Short Certificates(4 ) . . . . . . . . . .
Renunciation. .(2)...........
X-PAGES (4)
JCP
$
$
$
$
TOTAL _ $
Filed M~~. .49, ~0.Q~. . . . . . ., .S. .89 ..PO. . .
ADDRESS
PHONE
MAILED LE'ITERS AND ORDER TO
AIMINISTRATOR
HI05.805 REV 9/86
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.
~~~
Fee for this certificate, $2.00
Local Registtar
p
7140519
~Jr d /, ,?lOol
Date
21-2001-325
2/87
COMMONWEALTH OF PENNSVLVANIA · DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
NAME Of' DECEDENT IF... _. L..,
I. Robert L.
UNDEIl ,_
- Doyo
Rutt
Nor~hampton Wilson Boro
DECEDENT'S
(~.:!':."::'==r
"..director fit, overnment
DECEDENT'S MAlt.IHO _IS (SO.... c~. _Zip~l DECEDENTS
19 Ray's Dr. =..a
Newville, PA 17241 ~
1lRTHPUCI(Ct, _
SIIIoorF_CclurorvI
Easton, PA
3-
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HOSl'fTAl.;
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SClCW.lIICUtl1TY HU_"
182 - 34 - 7207
o.vE~OERH._ O"'.Wl
~FEBRUARY 19, 2001
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LICENSE _II
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Easton, PA 18042
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l.OCRION_~....
'l'RDHOUNClHGAND CEIn,"- ",.,.ICIANC"'-.... __ ondCOllllyong.._d_1
TO...._olrnylcnowladg<o.__....._. _._....... __10...._.'__..................................
'MEDICAl. EXAMINEIlICOflONER
On tile boola 0' namlnatlon .ndtor _'."'.Ion.ln my ....._. death occu..... atlha 111M. dOl.. and plac.. _ duo.o Iha -00(" and
mantl.....st..ed..'................... ............ ............, ........ ........ i......... ...... ........ ............
31..
33.~NUM8E~
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LAST WILL AND TESTAMENT
OF
ROBERT L. RUTT
I, ROBERT L. RUTT, Cumberland County, Pennsylvania,
being of sound and disposing mind, memory and understanding, do
hereby 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 the payment of my debts and the expenses of my
last illness and funeral from my estate as soon after my death as
conveniently may be done.
Further, in this connection, I authorize my personal
representative to expend funds from my estate, in such amount as
my personal representative shall consider necessary and desirable
for the purchase, erection and inscription of a suitable marker
for my grave.
SECOND
I give, devise and bequeath my entire estate of
whatever nature or wherever situate to my sons, JARED RUTT and
ADAM RUTT, per stirpes. Should one of my heirs be under the age
of twenty-five, then any portion passing to said heir shall be
II subject to the terms of the trust established herein.
I
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.
THIRD
In the event one or both of my sons are under the age
of twenty-five (25) at the time of my death, then the portion of
my estate passing to the one under said age of twenty-five (25)
shall be placed with CAROL ANN BUCK of Northampton County,
Pennsylvania, as TRUSTEE, under the following conditions:
1. My Trustee shall pay principal and income to or for
the benefit of the heir during his or her life as my Trustee,
from time to time, shall deem advisable for the health,
maintenance, support and complete education of such heir and the
members of his or her immediate family. In addition, my Trustee
in her sole discretion may advance principal to said beneficiary
against the fractional shares to be advanced hereunder for the
costs of marriage, or the purchasing of a home or costs of
entering a business or profession if my said Trustee shall deem
such expense reasonably prudent.
2. Notwithstanding the foregoing provisions, after
attainment of twenty-one (21) years, each child may withdraw one-
half (1/2) of the principal of his or her trust valued as of said
birthday or the date of division into shares, if later; and after
attaining age twenty-five (25) years, each child may withdraw the
remainder of said principal and undistributed income.
3. In the event of the death of a trust beneficiary
prior to age twenty-five (25) then my Trustee shall distribute
any remaining principal and interest in such proportions and
conditions to such trusts and conditions, as such beneficiary
~
~
~
~
II
shall appoint by specific reference to this power in his or her
will, or if such power is not exercised in full, the unappointed
principal shall be distributed to his or her issue, per stirpes,
or in default of such issue, to my issue, per stirpes; provided,
however, any portion of such principal, which would be
distributed to any beneficiary for whom a trust is then held
hereunder, shall be added to such trust.
4. Should the principal of any trust herein provided
for be or become too small in my Trustee's discretion to make
establishments or continuance of the trust advisable, my Trustee
may distribute the remaining principal and any accumulated or
undistributed income outright to the beneficiaries in the
proportions to which they are then entitled to. The receipts and
releases of the distributees will terminate absolutely the rights
of all persons who might otherwise have future interest in the
trust, whether vested or contingent, without notice to them and
without the necessity of filing an account with the court.
FOURTH
Should one or both of my sons have attained the age of
twenty-five (25) then they/he shall be appointed as Executor(s)
of this my Last Will and Testament. Should my said sons fail to
so serve for any reason, I appoint CAROL ANN BUCK, Executrix and
Trustee of this my Last will and Testament. I relieve my
personal representative and Trustee from the necessity of posting
security in connection with their/his/her duties as such in any
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,
jurisdiction in which they/he/she may be called upon to act
insofar as I am able by law to do so.
FIFTH
In addition to the powers conferred by law, I authorize
my Executor(s)/Trustee in their/his/her absolute discretion:
A. To retain in the form received, and to sell either
at public or private sale any real or personal property.
B. To manage real estate.
c. To invest and reinvest in all forms of property
without being confined to legal investments, and without regard
to the principal of diversification.
D. To exercise any option or rights arising from
ownership of investments.
E. To compromise claims without court approval, and
without the consent of any beneficiary.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last will and Testament, consisting of four (4)
typewritten pages, the first three (3) which bear my signature in
the margin for the purpose of identification, this the
I<{~
day of
~~ ,1993.
/Z--f!~ ~,/L<JAJ
( SEAL)
ROBERT L. RUTT
II
!
. I.
Signed, sealed, published and declared by the above
named ROBERT L. RUTT, as and for his Last will and Testament, in
the presence of us, who, at his request, in his sight and
presence, and in the sight and presence of each other, have
hereunto subscribed our names as witnesses.
COMMONWEALTH OF PENNSYLVANIA:
!
i
ADDRESS ,~ .€.. ~~~~~~t,J~
ADDRESs4(o\ W\.1WW ~ ~ fA I
(701~
COUNTY OF CUMBERLAND
...
We, ROBERT L. RUTT, ~b.t--\- L. D~,,~
and C\ n~)., C ~ ,the Testator and the
witn~s, respectively, whose names are signed to the attached
or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testator signed and
executed the instrument of his Last Will, and that Testator
signed willingly and that he executed as his free and voluntary
act for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the Testator, signed
the will as witnesses, and that to the best of their knowledge,
the Testator was at the time eighteen (18) years of age or older,
of sound mind and under no constraint or undue influence.
this
Sworn to and subscribed before me
/?tJ
day of IU~
l _SeoI 1993./? - - // r ~
AngeIaF. Unger, Notary pubrlC ~ ~
CartlSle Boro, Cumberland County
. .!!y Commission EJcpror, ':::~~ ~':::,., .
Ie ii~mbarJ Pennsyivania ks;'''!i.i~''';1 4; ;,;",. .-.i
RENUNCIATION
21-2001-325
In Re Estate of
~~~e"..\..-
L 0 Q.v...~
deceased.
To the Register of Wills of
c.U,<Y\'oe" \ 0..(\ A
County, Pennsylvania.
The undersigned
f\~o.('(\. \C.~~
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
CAr\.~\ {\ f,""r^~\'=J(\
C..\ . f\.
~ C:A \ e..6 \<.~-\\-
be issued to
WITNESS
hand this J / s r day of
>>1 ~ ,~oo---L-.
Signed in thlel. Offlilce of thlel. Register of
~ of L~zerne_ Sountl on March 21, 2001
~(UttU~h-..
DonalJd.W. Williamson
AdmEnistrative Assistant
~ 04~ L -l.l:lt-
, .
(Signature)
'3(,(') flrurj 5 H-~ II P,j" Shall~'+"'WU plf 1f57O&'
(Address)
(Signature)
(Address)
(Signature)
r rJ
(Address)
J ~"'."JJ,.
I' .
fill/Ie u( ~
IlIdulIIU ut ~
Un tllio, tho;) /s1 duY"1 /11 ~
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",. : ,I .' !:;',';'" ~I
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!WOWII to '"11 (0'- dllti'\fuc(od1v ''''o~''''oJ to "fll"fll'."d.III W!"'.... 1Ie1111/1 i..r ~1I".c,.j"oll/o (/., willllll
ill,1!r'1I11111Ilt. und lIC!CIIowlc"/lflll tlllIl 110 l!XfllJulo.llllfl ..III."ji". tllO 1"11"'0811 lhfll'flill l:oll!u.ill;.l. .
IN 1V1'J'NBSS 1I'//Jj.'/{11'Uli', I IllIlId !'cI'crlll/1I II111Ill.'I!lfJ/IlI.CII.1 A/ rn+ft;h'YL "llfll.
NOTAAIALSEAL '{.uI,~/~~"",..",
MICHAEL J, HANDZELE~. NOTARY ~l1C , . \_ t , ~ " '\','.
~ WILKES-B~AE I i .- ZERNE COU 2004 "" :' \ 't: :.." ,c,
-,,!) MY COMMISSloN_'_._.'~S JAN. 26, , . ',> I
t.
i Vii.
,Mol
, b'lliJro 1110
)./ d ~y I v I L;"c..
tlto Ullclcl'IJiYIICd ojJico/; ,'CI""lllullv "III'cu"ed
, . /J-IJAtf
. ~ "
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Register of Wills Cumberland
County, Pennsylvania
RENUNCJA TION
Estate of Robert L. Ru t t
No.
21-2001-325
also known as
, Deceased
The undersigned, Carol Buck, Executor(sister)
(Relationship) (Capacity I
Of
the above Decedent, ~ereby renouncelsl the right to administer the estate and respectfully reQuest(sl that
of Administration
be issued to
Jared R. Rutt
Letters
Witness
hand this
/ t.f <+A day of ma rei1
~
'~un-C- 0-~~
(Signature I
ibfJ /7/0.e- dr
(Address{
.20QL.
/11#~~~ __A
i
/Jl4'r
. (Signature)
(Address)
---.--------------..
(Signaturel
Sworn to or aftirmed.1pd subscribed
before me this /1/ f!:.. day of
~l~ ~.
Gvv-) '?
(Address I
---------.---..-
Notary Public Notarial Seal
My Commission Expire' Karen L. Byler, Notary Public
. Nazareth Bora, NorthalT.pton County
My Commission Expims Dec. 6, 2004
1Il.lnflhlt'd 1<11 ,...,'....II.le. a_h...., Sl'tt1W\j1 dl"t! (II
lSiyr",,"ue and seJ'lf ", NtJl..,y nf cnhtu Cltftfttefnber. F'enIlsytvania .AA$ociatiorl of
RenunciatIons executed outSIde the Office of Register of
Wills are req\Jlred in some countIes to b.. notarized.
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COMHONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
'*
/0 - ;J,;) f) .-3
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
C5K..
FILE
ACN
DATE
NO. 21 01-0325
01125546
05-16-2001
REY-lS43 EX AFP lI9-DDl
u
li.i:
EST. OF ROBERT L RUTT
5.S. NO. 182-34-7207
DATE OF DEATH 02-19-2001
COUNTY CUMBERLAND
TYPE OF ACCOUNT
[Xl SAVINGS
D CHECKING
o TRUST
D CERTIF.
JARED RUTT
648 WILLOWBANK ST
BELLEFONTE PA 1682~ ~l
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CROSS VALLEY FCU has provided the Depart.ant with the infor.ation listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this infor~tion is incorrect, please obtain written correction fro. the financial institution, attach a copy
to this for. and return-it'to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the C~onwealth
of Pennsylvania. Questions .ay be answered by c~lling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 3673 Date 01-06-1984
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
435.14
50.000
217.57
.045
9.79
TAXPAYER RESPONSE
To insure proper credit to your account, two
(2) copies of this notice .ust acco~any your
pay.ent to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
x
NOTE: If tax pay.ents are .ade within three
(3) .onths of the decedent's date of death,
you .ay deduct a 5Z discount of the tax due.
Any inheritance tax due will beco.e delinquent
nine (9) ~nths after the date of death.
Tax
PART
[f]
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
~ The above infor.ation and tax due is correct.
1. You .ay choose to re.it pa~ent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you .ay check box "A" and return this notice to the Register of
Wills and an official assess.ent will be issued by the PA Depart.ent of Revenue.
[] The above asset has bean or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decadent's representative.
[] The above infor~tion is incorrect and/or debts and deductions were paid by you.
You .ust co.plete PART ~ and/or PART ~ below.
TAX ON JOINT/TRUST ACCOUNTS
If you indicate a different tax rate, please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. AMOunt Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OF
1
2
3
4
5
6
7
8
x
x
PART
@J
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
I
$
perjury, I declare that the facts I have reported above are true, correct and
my knowledge and belief.
HOME (~\ ~ ) ~5" - LOC\,..,
WORK ( )
TELEPHONE NUMBER
DATE
TAXPAYER S
\.. /6 -':;':2 0 --!!i'
l '-.: '.~'." j'.~ .;,,~, ,..~~,':: ':- ~"~~:, '!:i>ot,;:tt. .';~:
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
C;K
~
O~
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
I:,
JARED R RUTT
648 WILLOWBANK ST
BELLEFONTE r~ 16823
06-18-2001
RUTT
02-19-2001
21 01-0325
CUMBERLAND
101
Allount Rellitted
*'
REV-lS47 EX AFP nZ-DDl
ROBERT
L
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i5'4,-E3c--iFP--ri'2=ooY-No'ficE--oF-YNHEifiTANCE-YAirAPPRAisEiiENT~--ii:.ioWANCE-Ori-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RUTT ROBERT L FILE NO. 21 01-0325 ACN 101 DATE 06-18-2001
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
05-04-2001
NOTE:
RECEIPT
NUMBER
AA496557
DISCOUNT (+)
INTEREST/PEN PAID (-)
235.55
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
9.000.00
.00
.00
.00
121, 646.49
.00
.00
(8)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
130,646.49
?1i.957 75
104,688.74
.00
104,688.74
14, IS and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
4,710.99
.00
.00
4,710.99
4,710.99
.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.)
(9)
(10)
6,135.10
19.822.65
(11)
(12)
(13)
(14)
.00 X 00 =
104,688.74 X 045=
.00x 12 =
.00 X 15 =
(19)=
AMOUNT PAID
4,475.44
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
..
~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
\<.. obes \ \.-0 Q \.A\\-
Date of Death:
'l.-- \,\-0\
Will No. ~,- 01- a~~
Admin. No.
To the Register:
I certify that notice of (beneficial interest) 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 'L- - "L... ~ -0 \
Name
Address
Ado-\'\) Kt.A~
~Co() \\OS~'\\~ \\ ~ \\ R6.
6~CA-\Je\~w '" ~F\ \~lw
Co 1--\& W\ \\\::)LA) 'oCA0\2... <)--\-
~e\\~+O(\\-~ 9 A
\ (0 &L3
- \cJ,,\'eo. \(v" \\-
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
-
Date: I - G, - 0 \
;.tz-'i->=
Signa~
Name ~ ~, e& KLA:\\-
Address G L\. ~ (j\) \ \\ 0 r A) b fA {\'\:- ,6 i
~~\\8~o<\\-eJ Q ~ \(o~ b ~
Telephone ( ) \:) lO - I tt~ - \ ~ t) \
Capacity: '(<C Personal Representative
_Counsel for personal representative
\/
/b-02~-=-)-3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
*'
NOTICE OF INHERITANCE TAX
APPRAISE"ENT~ ALLOMANCE OR DISALLOMANCE
OF DEDUCTION~. AND ASSESS"ENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REY-1S48 EX AFP 112-18>
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COU,NTY
SSN/DC
ACN
09-03-2001
RUTT
02-19-2001
21 01-0325
CUMBERLAND
182-34-7207
01125546
AlIOunt R_i tted
L
· JARED RUTT
648 WILLOWBANK ST
BELLEFONTE PA 16823
ROBERT
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 ~
R1fv:is~i-Ex--AFii-(i1f:ool------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 09-03-2001
ESTATE OF RUTT
ROBERT
L DATE OF DEATH 02-19-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0325
TAX RETURN WAS:
S.S/D.C. NO. 182-34-7207
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: CROSS VALLEV FCU
ACN
01125546
ACCOUNT NO.
3673
TVPE OF ACCOUNT: (>0 SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 01-06-1984
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
435.14
0.500
217.57
.00
217.57
.45
9.79
X
X
TAX CREDITS:
PAVMENT
DATE
05-21-2001
RECEIPT
NUMBER
AA496652
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT. SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAVMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEV ORDER PAVABLE TO:
"REGISTER OF WILLS. AGENT."
AMOUNT PAID
9.79
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. '
IF TOTAL DUE IS REFLECTED AS A "CREDlr' ( CR). YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
9.79
.00
.00
.00
r
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Cumberland County - Register Of
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Wills
~ V IV
Y.' ".~.~
.d tr
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r. ,'t i 1 #41 li'Y r
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Date: 1/06/2003
'\
~~i'
~ '.
\j
JARED RUTT
648 WILLOWBANK STREET
BELLEFONTE, PA 16823
RE: Estate of RUTT ROBERT L
File Number: 2001-00325
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. I, for decedents dying on or after
July I, 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: 2/19/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~7J/. fM:/dfJrI;uv
DONNA M. OTTO ~ ./d; .
DEPUTY REGISTER OF WILLS ~
cc: File
Counsel
Judge
, RE\l.1500EX(!I-OO)
c:
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
..' COMMONWEALTH OF
PENNSYLVANIA
. DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 1712lHl601
1i..P-, :2
L-2...0 '-W
FILE NUMBER
'2.. t- <:> \
- --
COlNTY YEAR
W
I-
"':S..
u"''''
w"g
:t:~....
Uta>
..
.Q...Q..:;''2.~
""MIlER
I-
Z
W
C
w
<J
w
C
DECEDENTS NAME (lAST, FIRST, AND MRlDLE INITlAL)
RIA"" L.
DATE OF DEATH (MM.DD.YEAR) OATE OF BIRTH (MM.OIHEAR)
"2. - \0. - 0 \ - ,~- \.\-
(IF AFPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INmAL)
THIB RETURN MUST BE ALED IN DUPUCATEWITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
SOCIAL SECURITY NUMBER
\8'2- -~~ -1"2...C7
nc...
- I"\c.. -
D 1. Orginal Retum
o 4. Limited Estate
[}g. 6. Decedent Died Testate (AIlach copy of'Ml)
o 9. Litigation Proceeds Received
D 2. Supplemental Retum
o 43. Future Interest Compromise (date of dee;ltlaller 12-1UI2)
D 7. Decedent Maintained a Living Trust (Allach ~ "fTrost)
D 10. Spousal Poverty Credit (date "fdllilll1 between 12-31-91 and 1.1.&5)
D 3. Remainder Retum {dale of dlllllh priam 12-13.32)
o 5. Federal Estate Tax Retum Required
8. Total Numberof Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AllachScl10)
0-
Z
W
C
Z
C
..
..
w
'"
'"
C
U
NAME
-:s- 0..", e
ARMNAME~_I
COMPLETE MAILING ADDRESS
G,4-~ \A.)\\\~W\::'Co.-C\\<..
~\k~oC\\-e ~
C\OC'JD
C'>
CJ
o
\"2...\ <;,I.\-(__~
~\.
TELEPHONE NUMBER ~
0'
- '2>Sl- 'Z"Oc...,
1. Real Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Corporation, Partnership Of Sole-Proprietorship
4. Morlgages & Notes Receivablo(Schedule 0)
(1)
(2)
(3)
(4)
(5)
'3
z
o
!(
....I
::::l
l-
ii:
ocr:
<J
W
~
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Joinlly Owned Proporty (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscel1all8OUs Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1.7)
9. Funeral Expenses &Adminislralive Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total 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)
(11)
(12)
(13)
"l..")o..f\'7 A" S
\04- Go!;)&>. II.\-'
~
(6)
C>
(7)
o
(9)
(10)
(8)
G> \ ?:. h . \D
\q&"2.:2.... G. S
\~O CO\..l-C, . 4-<=\
14. Net Value Subject to Tax (Line 12 minus line 13)
\()~G.~8>_ -, u.-
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
!cc
I-'
::::l
D..
::i!
o
<J
~
15. Amount of line 14 taxable at the spousal tax
rate, or transfers undor Sec. 9116 (8)(1.2)
CJ
\(J"\' C'o~8 -., If
x.O_ (15)
x.O~ (16)
'-\-1 \ G . C1Q
16. Amount of Line 14 taxable at lineal rate
17. Amount of line 14 taxable at sibling rate
x .12 (17)
x .15 (18)
18. Amount of line 14 taxable at collateral rate
19. Tax Due
(19)
\.\--1\ 0 . "\01
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
. TREET ADDRESS
CITY
~l\
STATE
AJ
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
"'2-~5'. 66'"
Total Credits (A+ B + C) (2)
~~'5.15>5:"
3. InteresUPenally if applicable
D. Inleresl
E. Penally
TotallnleresllPenally ( D + E) (3)
4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to requellt a refund (4)
ZIP\1"Z..,-\,)
\t-, \ (J . "'0..
c.>
5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5)
~"I' 1S. 4-\.t
A. Enter the interest on the tax due.
(SA)
~"'7<=\_L\"'~
B. Enter the total of line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
1. Did decedenl make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... D
b. retain the righl to designate who shall use lhe property transferred or its income; ............................................ D
c. retain a reversionary interest; or................................................."',....................................,................................ D
d. receive the promise for life of either payments, benefits or care? ...................................................................... D
2. If death occurred aiffer December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D
3. Did decedent own an "in trust fo~ or payable upon death bank account or securily al his or her death? .............. D
4. Did decedenl own an Individual Retirement Account, annuily, or other non-probate property .,;,ich
contains a beneficiary des~natioo? ........................................................................................................................ D
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN .X. IN THE APPROPRIATE BLOCKS
~
[9'
Q/
[JI
G-'
W
c;V
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
l..Irlda' penalties of perjlly, I declare that I have &X8Il1i19d this return, indudirg accomp....~ schadtJes and B1at8menIB, and to the be9t of my lolowledge Wid belief, it iawe, crmct
and canplete.
Decl<ntionofJHP8'8l'oIhertlll'll1epersonal . isba8edonallirrfon'natiooofwhidlP'llPf,l'tlrhasanyknowl e.
SIGNATIJRE OF PERSON RE FOR FILING RETURN DATE
'5-
ADDRESS
c'''I:81 W'\'\OW\:r,,,,\o..
SIGNATIJRE OF PREPARER OTHER THAN REPRESENTATIVE
~~
~\,c>~,~ Qf:\ \c;,~'L ~
DATE
ADDRESS
For dates of death on or afier July 1, 1994 and tiefore January 1, 1995, the lax rate imposed on the net value of transfers Iv or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (il]
For dales of death on or after January 1, 1995, the lax rate imposed on the nel value of transfers to orlor the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)].
The statute does not axamot 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 dales of dealh on or afier 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 10 or for the use of a natural parent, an adoptive parent,
or a stepparent oflhe child is 0% [72 P.S. ~9116(a)(1.2)].
The lax rate imposed on lhe net value of transfers to or for the use oflhe decedent's lineal benefidaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The lax rate imposed on lhe net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(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 PENNSYLVANIA
lNHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
A" naI property awned aoIeIy or as a tenant In common must be reported at tab' market value. Fair market value]5 defined as the price at which property would be exchanged
between a wiling buyer and a wiling seier, neither being compoled to buy or sell, both having reasonab~ knowledge of the re~vant facts. Real property which Ie jolnUy-owned with right
of
lurvlvorshln must be dl~osed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
N\ Cl 6,\e \\ome \OGCA'\eo. o...-\-
~ Cl"ODo
\ '\ R. 0..'( '-0
CJ\'IUe NeUJui\\e. 9/\
\ \
\I'L L\', i f'\ ~u.<,\c.... ,^c\68\' '-:,:> -\-<'c..1 \e..\'-
? DcI' ~ . \-\', ~ ~ \Y\o..~ () nl'\o..<\ce..
c.. \u.N"\\ \\<.AN\ <:'00.-6\' t;' v. c.:~' \ ~" 0.. c...c 0 ('d.~ 1'\3
-\-<:> ~e.0.'\ o~ \\'I.5\-o...-\e.. N\o61\e...
\\ "'\'l\~S LL'" '-.1 I r'\
, '-' . I , C, (' \C.. t-' (\ . \J 0-. \ u..c.. -\- \ '0 C\
0..\ S 0 \'c.. 6e.O
0(\
Se \\\ ~ \> (' Ic...c....
o~
\ c..1'~ e. ('
\ C> <..V
\
C'f\CA.\ 1\~ c.t;'\o. f\C e
~\'6-' \e. I' \
'" C. f'rI e...
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- o..~\,,-\~
, <\ I\e. \~ '" 'oCt;' \ f\
~
.$\ S I ') CD
SO\6- \
Vlc:.,C'r\e..
~c.. \ CA1\ Ce- c-\'
'\\ A~('\\
\ e, c... C\
~v~
~~
Wo.."ce.. O'-VG6 ~$(q<-\ .<::\,
TOTAl (Also enteron line 1, Recapitulation) $
{If more space is needed, insert additional sheets of the same size}
""'''~'.I',"", '*
COt/A40NWEAlTH OF PENNSYLVANIA
lNHERIfANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
Atl property joIntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
\\<:Jl'\e \.r.-e\o.
o
TOTAL (Also enter on line 2, Recapilula\ion) $
(If more spaoe ~ needed, insert add~ional sheets of the same size)
.' ~'~~."'"".
CO~THOF PENNSYLVANIA
INHERITANCE TAX. RE1lIRH
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
Includelhe proc<eds of ltigalion and lhe dele lhepmceeds were received by lhe estate. All property joInIly-owned with tho right ot.......onhlp must be disclosed on Schedule F.
ITEM
NUMBER
t
DESCRIPTION
VALUE AT DATE
OF DEATH
f;('~ I.A{',\O\\
c.c..~ \, ~\e.. ~ \{'\Co.<,\ C\o-.\ Ge{'\\e~
CoOU( €. \\;~\.... :O~(,l3e~ . ~p., Co~2.~
c::c;...~\,~\~ ,~p.., no\~
in - ""t.~",,- 8'18 l....
c::.:w~=\c..\ ('\~ - 0.. cc... ~ 0 ~ \ CJ CJt:::.J S C) ?:.
$L.O~n_.G') _ ~\ 01'1 c\CJ..~ o~ c::'e.c..~\-
"L.\S \ ~~l
.&CA.U'~s. - c...cc..\- ~ ""3.D~5~a\1l( '2"\1... c;-z..
~ G.~.,-z.. - ~o..\"',,= c> r., dc..\e c~ d.eo-\-'--
f\e;. ~<'\'J ~e:~..;C\ed-
c.Ot<'l~,^\e~ - $'SClCl c\c\ '2 =-~ ""''''....
I\) - ~ ~Oc c;:, "'f":=' c\d
'\f\i~ - ~ rOc> ~e:.c.\c.""J~~~~e $\S OGoC)\::.:J
r->., \\ a\-\...Q..<:' ~f;'cr;;:e~'J .. c\o\'O.",,"e~ ~<::> =\...c.....;\7
\ \..."'t;Ju..~\,.., Go otJ~vv\ \\ ~ ~ tAb\i c... <:..0\\ eC\.'I:lI'I \;"" ~
,\--' '" " ~ \ ~\J\ C\S.e:. ~ \0.",
~ Q:)e:n<. Co \ >) c:>c, -
N e-...u C>" \ eo.. t\ ~ L 1\ "7 D\<O \
\Sc;....\ .. ''S>ao~ .c,'S
~OU'~ ~e(',6\C>'l ~\c:...<'I
C;v\\ .se\'u\c~ ~~-\-\"elV\e.('\\- 61~'i'Y)
tle\>..... C)~ L- o..bc<' \o~\\A."
Qe~,\'e~~ \\... (A\'(\p 6\A",,\ '\ ~<a?.~o..~.l.\~
\~B6~ -\0'5
t! ~ ~~ ..l\'tt'
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert add~ional sheets of the same .Ize)
<:1\.cc..~ ~
\.) a\,e. '1
6~r:S
Ve.dc'\c... \ <::"e.d I>' '^"'\~'"
C '\ C:> ~:>.~
2$ 8 l-:S. CJ ~ - ~O, \c:.... '\\ c.e..--
~I~, ~ ~
\~o..C\ \a~o\-v... c o.~~/
\<.e~o.:,\ ~ \ ~ \ ~ G ":)
~ \"::),C\L.").OCl
www.nadaguides.com
TOYOTA
1999
CAMRY-4 Cyt
Body Style:
Sedan 4 Door CE
Model Number:
BG20K
Weight:
2,998
,.1'
...
Average Trade-In:
$11,875
Average Retail:
$14,050
Reported Mileage: 33,000
Add $150
Optional Equipment
Add Anti- TheftJRecovery System:
$100
Add V6 Engine (Std. Solara SLE):
$1,500
Add CD (Std. Celica Conv, Camry XLE, Solara SLE):
$125
Totals
Total Average Trade-In:
$13,750
Total Average Retail:
$15,925
Options included in valuation are:
Automatic Transmission
Air Conditioning
Front Wheel Drive
Buy a Vehicle
Free Finance Quotes
Free Insurance Quotes
Free Lemon Check
Free Warranty Quotes
Click below on the first letter of the Manufacturer's Name.
[AI B IDI GI HIIIJI KI LI MINIP I S ITI V]
[Domestic Cars I Import Cars I Trucks, Vans & SUVs]
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Consolidated Statement
01 1000654236423 752 40
1",11.11"1,,1,,.1,1,,11.11.,,1
ROBERT L RUTT
JARED R. RUTT. POA
648 WllLOWBANK STREET
BELLEFONTE PA 16823
",.....,__tnlllllnml1nmnlllmllllf~!\Hll!UIIJlll1lllml!l'!!'mullDllDllWlillrvHt[t~mffUfl.llfllmqmlOOill'
217/2001 thru 317/2001
10 104 77,481
PB
Summary of Accounts
Checking & Investments
Account number
Account
1000654236423
3005981429292
Total
CUSTOM CHECKING
UNI STMT SAY NONPKG
Balance
As of
Maturity
date
Interest
rate
4,276.27
63.98
$4.340.25
3IG7
3107
Jt.. FIRST UNION NATIONAL BANK. COLONIAL PARK
page 1 of 4
~~.)~ ~_lln_.I"-'- ,,- .. 111
.
. Consolidated Statement
i\ JI 1f9f200l thru 2/612001
01 1000654236423 752 40 13 104 77,714
- -
1...1'.11..1.,1...1.1..11.11...1
ROBERT L Run
JARED R. Run, POA
648 WILLOWBANK STREET
BELLEFONTE PA 16823
-
-
PB
-
Summary of Accounts
Checking & Investments
Account number
Account
Balance
As of
Interest
rate
Maturity
date
1000654236423
3065981429292
Total
CUSTOM CHECKING
UNI STMT SAY NONPKG
5,876.22
110.42
$5,986.64
2/06
2106
__ FIRST UNION NATIONAL BANK, COLONIAL PARK
page 1 of 4
REV.1511EX+11_97)(O,*
... \. .
. .
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Debts of decedent must be reported on Schedule!.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
~ ~\...-"IG'f\ FA 'f\ e" c:.. \ \-\c:.~e.. "I,<,c-
\U(\-\" .... I\)c~o~f"ro"" -.6\-\'~\ ~
~""':l'\"'" ~~ \~O'k <- ~('\~S.\O
,
~CO\::,'3,\c:>
B. ADMINISTRATIVE COSTS:
1. Personal Representative s Commissions
Name of Personal Representative (s)
Social Security Number(s) , EIN Numbef of Personal Represenlative(s)
Street Address
City Slale Zip
Year(s) Commission Paid:
2. Attorney Fees
3. FamNy Exemption: (If decedent s address is not the same as claimant s, attach explanation)
Claimant
Street Address
City Slate Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant s Fees
6. Tax Return Preparer s Fees
7.
TOTAL (Also enter on line 9, Recap,ulation) $
(If more space is needed, insert add,ional sheets of the same size)
iF=:::='=:::::::":="-----"--.:=::::::=::"~--..---
I I .
--~.._._-----~---_._-~--_._~---
" -
----~
Ashton Funeral Home, Inc.
14th & NORTHAMPTON STREETS
EASTON, PENNSYLVANIA 18042
(610) 253-4678
R. KLINE ASHTON. F.Q. R. KLINE ASHTON. JR.. F.O.
DEBRA JO ASHTON. F.P. W. SCOTT ASHTON. F,O.
Ii
Ii
II
I
I
I
i
1'(",
Mr. Jared Robert Rutt
648 Willowbank Street
t~llefonte, PA 16823
March 19, 2001
DATE
RE
Robert L. Rutt
February 19, 2001
f---"'---'-~----'
~---
II
I'
I
I
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I
I
il
STATEMENT Of ACCOUNT
Professional Services, FacilIties,
Equipment and Staff:
Casket: 20 ga. Protective
Vault:Concrete
Cash Advanced By Funeral Home:
Cemetery Opening
Casket Spray and Mache
GratuIty to Minister
Burial Clothing, Suit etc.
Gratuity to VFW
Death Certificates
$2835.00
1500.00
600.00
$680.00
196.10
100.00
160.00
40.00
24.00
c;~.TO
$6135.10
')
I
~
I
I '::::_-=c::===- =-=:- ---
..
~~l
1000000IYd'a~JaJIIJS
laanu8l\"f"~l.flU:j
>fueskJemN
'......
""'~..><;: """"',,\, ){\9
."55'1 m aam a :.{., 05'" f, f 0:'
U,,'I""
.. Q;l__:;~/~lihi'
i:'i~::
O""i-: "~,,\:~:tJ~~,,-\\.lr
~"F
O\-s"-\~ $
.~~=-\"'",.:i"!':J\;i""""I"--\j"'-'\~.'d~"':FIUi.Ki
r;"'" ;~ dflj OLWd
.~::::::~..
::' .,~. ", f:ZB9L Vd '31.NO:H1138
LfiOZ"LSt>hB -Hd 133tllS >fN\f8M011IM 81>"9
.lint! 'Il 031lltr
".To:-QT~--ilva
198
9o;~OIOONO
tlf,/l09l-09
~EV-1737-7 EX + (9-00)
,,~,~'r.
':J.,,'m~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETIJRN
NONRESIDENT DECEDENT
ESTATE OF
Use Schedule I, Part 2, ONLY for
. 1_ a: . - - -.,rt;. proportionate method of tax computation.
~..,.,..- UAElU'1IES, Br UENS
sa
.-1:'1
FILE NUMBER
Part 1 must include mortgage liabilities, liens and taxes against the Pennsylvania realty that were due and
owing as of the date of decedent's death.
Complete Part 2 ONLY when the proportionate method of tax computation is elected.
. . .
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
/'<\CJ~-\-~o.se c" ml::)~\,~ ""<::.>W\e...
~ Nc:.. <Co..~ \0.. N ?I
\\'0 \00')(.. -, 4:7 ()I;, c.
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P-.cc.\. ~ - "?:IG -0/_ - oC:OG\~O'&tt
\e.\e...~'\.-o"e-. _ \ ~8>c:::? ~ N c... ~\\ \:::..
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
L (J::A <\ 0 <\ C='\ c...
~4-
~ ~/metv~~
\Cj 0-\0.. Co. ~~J
'\e- tt\o. '- t\ \ f\ ~ CA~
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~t.r
~ "I- "'b'SO. 0 L-
\\)o..c>c. <:.&
'KJDlL_ 2 $ \\C\()O. (,,&
'KJDlL(Also enter on line 10, Recapitulation) $ ,,=\ ~L.. '- . (0 'S'
(If more space is needed. insert additional sheets of the same size)
't,
...cr
"'
~ TO:'VOT'A P.O. BOX 9490
. '. '-JJ.;/ . , CEDAR RAPIDS. IA
~ 52409-9490
~SM
BILLING
STATEMENT
For Account Information and Service: (800) 874-8822
or visit us at www.toyota.com.click FINANCE
ROBERT L RUTT
648 WILLOWBANK ST
BELLEFONTE PA 16B23-2819
1...11.11..1..1...1.1..11...1.11..1....111.1...1..11..1.1..1.1
STATEMENT DATE: 4/26/2001
A=
-,
Account Number I
I
.'''re''itii,iil.~il'#lI~
Home: (717) 776-4835
Bus: (717) 782-3902
N8llt;J"aym'!'It Date
7/1 2/200 1
Past' !layment Date
027 6048899
Payments Made
Payments Remaining
Last Payment Received
Maturity Date
Standard Monthly
Payment
30
30
4/11/2001
12/12/2003
$350.02
Current Payment Due
Delinquent Payment
Late Charges
Misc. Charges
$300.04
$0.00
$0.00
$0.00
TOTAL DUE
$300.04
~TOYOTA
Don't miss Toyota's National Sales Event!
Visit your local Toyota dealer today!
It all ends June 4, 2001.
For more information check out www.toyota.com or call1-800-GO- TOYOTA.
Ask your particlparlflg Toyota 1iN1., aoolJt lees8 end IirnfIlCCl progtWns. ItS _/J tiS vehicle pfQt<<:tion plans, .v.iIa~ to qualified Cu$/t)mefS through m" dH$r and Toyal's Financial
S6f\licfts SM
To avoid. lite charge of $ 7.00 a payment must be received before 7/23/2001.
If your mailing address/phone number Is incorrect. please complete the section on the return portion of your statement.
R"':'-1013 EX. (!>-OO*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
sa ..~ J
BENEFICIARIES
ESTATE OF
\<.-O\:'e.-,,-\- L. R LA\\--
FILE NUMBER
'"LaO \ oo-3"L.5'
NUMBER
I
RELATIONSHIP TO DECEDENT
NAME AND ADDRESS OF PERSON(S) RECEIVING PRDPERTY Do Not List Truslee(s)
TAXABLE DISTRIBUTIONS ~ndude outright spousal distributions, and transfers under
Sec. 9116 (al (1.2)]
1.
"To-("" e.b \<.. R,^'tt-
G, llr'8 w \ \\ClW be.." \c..
~ e\\e-\;;:.l"\\-c.- ,~A
~rJn
6-\-.
\ b &--l.. -:>,
AOO-N'\""T. KLA-\\-
3(,c> \;\0..("'('\6 \\,\\ 1<.6
'!'\r- o..ue-(""~c>1.A) (\ \ f;JA \0' 700>
.b Q 1"\
AMOUNT OR SHARE
OF ESTATE
\ I 'L e -5 \-c.. -\e..-
'{ 'L e.:::,-J,-e-\-e..
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 10 THROUGH 1 e, AS APPROPRIATE, ON REV-1000 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
,.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
,.
TiDTAL OF PART n - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
~'
{
~
~
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~
~
\
I
LAST WILL AND TESTAMENT
OF
ROBERT L. RUTT
I, ROBERT L. RUTT, Cumberland County, pennsylvania,
being of sound and disposing mind, memory and understanding, do
hereby 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 the payment of my debts and the expenses of my
last illness and ~eral from my estate as soon after my death as
conveniently nay be done.
Further, in this connection, I authorize my personal
representative to expend funds from my estate, in such amount as
my personal representative shall consider necessary and desirable
for the purchase, erection and inscription of a suitable marker
for my grave.
SECOND
I give, devise and bequeath my entire estate of
whatever nature or wherever situate to my sons, JARED RUTT and
I
I
I
II
ADAM RUTT, per stirpes. Should one of my heirs be under the age
of twenty-five, then any portion passing to said heir shall be
subject to the terms of the trust established herein.
II
II
, I
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THIRD
In the event one or both of my sons are under the age
of twenty-five (25) at the time of my death, then the portion of
my estate passing to the one under said age of twenty-five (25)
shall be placed with CAROL ANN BUCK of Northampton County,
Pennsylvania, as TRUSTEE, under the following conditions:
1. My Trustee shall pay principal and income to or for
the benefit of the heir during his or her life as my Trustee,
from time to time, shall deem advisable for the health,
maintenance, support and complete education of such heir and the
members of his or her immediate family. In addition, my Trustee
in her sole discretion may advance principal to said beneficiary
against the fractional shares to be advanced hereunder for the
costs of marriage, or the purchasing of a home or costs of
entering a business or profession if my said Trustee shall deem
such expense reasonably prudent.
2. Notwithstanding the foregoing provisions, after
attainment of twenty-one (21) years, each child may withdraw one-
half (1/2) of the principal of his or her trust valued as of said
birthday or the date of division into shares, if later; and after
attaining age twenty-five (25) years, each child may withdraw the
remainder of said principal and undistributed income.
3. In the event of the death of a trust beneficiary
prior to age twenty-five (25) then my Trustee shall distribute
any remaining principal and interest in such proportions and
conditions to such trusts and conditions, as such beneficiary
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shall appoint by specific reference to this power in his or her
will, or if such power is not exercised in full, the unappointed
principal shall be distributed to his or her issue, per stirpes,
or in default of such issue, to my issue, per stirpes; provided,
however, any portion of such principal, which would be
distributed to any beneficiary for whom a trust is then held
hereunder, shall be added to such trust.
4. Should the principal of any trust herein provided
for be or become too small in my Trustee's discretion to make
establishments or continuance of the trust advisable, my Trustee
may distribute the remaining principal and any accumulated or
undistributed income outright to the beneficiaries in the
proportions to which they are then entitled to. The receipts and
releases of the distributees will terminate absolutely the rights
of all persons who might otherwise have future interest in the
trust, whether vested or contingent, without notice to them and
without the necessity of filing an account with the court.
FOURTH
Should one or both of my sons have attained the age of
twenty-five (25) then they/he shall be appointed as Executor(s)
of this my Last will and Testament. Should my said sons fail to
so serve for any reason, I appoint CAROL ANN BUCK, Executrix and
Trustee of this my Last will and Testament. I relieve my
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personal representative and Trustee from the necessity of posting
security in connection with their/his/her duties as such in any
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jurisdiction in which they/he/she may be called upon to act
insofar as I am able by law to do so.
FIFTH
In addition to the powers conferred by law, I authorize
my Executor(s)/Trustee in their/his/her absolute discretion:
A. To retain in the form received, and to sell either
at public or private sale any real or personal property.
B. To manage real estate.
C. To invest and reinvest in all forms of property
without being confined to legal investments, and without regard
to the principal of diversification.
D. To exercise any option or rights arising from
ownership of investments.
E. To compromise claims without court approval, and
without the consent of any beneficiary.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, consisting of four (4)
typewritten pages, the first three (3) which bear my signature in
the margin for the purpose of identification, this the
l'f~
day of
VL'N~J"')"-"_'- , 1993.
/1.--I....J? C;!, /{c"Jc
(SEAL)
ROBERT L. RUTT
.. '
~, '1.
signed, sealed, published and declared by the above
named ROBERT L. RUTT, as and for his Last Will and Testament, in
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the presence of us, who, at his request, in his sight and
presence, and in the sight and presence of each other, have
hereunto subscribed our names as witnesses.
ADDRESS It> E.. ~.Q{J,,~~t,\
ADDRESS4(()\ Will.ouJ &~ fA
(70/ ::,
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
L.
,
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and
the Testator and the
s, respectively, whose names are signed to ~he attached
or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testator signed and
executed the instrument of his Last will, and that Testator
signed willingly and that he executed as his free and voluntary
act for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the Testator, signed
the will as witnesses, and that to the best of their knOWledge,
the Testator was at the time eighteen (18) years of age or older,
of sound mind and under no constraint or undue influence.
Sworn
to and subscribed before me
/.? 7/. day of /U<,_,'<.4,J<-<<-L
this
. _Seal
1 Angela F. Urqer. Notary pubr<:
I GarfIsIe~.curr~;~::l~?~::~y"....
L MyCClT1lTUSSlOt1Exrl<ro,,~'" ,. ,.. .
i 30ul, PennsyiV.li.:;Jf~_.c~-:,~:" 'r..
1993./ . i
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