HomeMy WebLinkAbout88-0260 v
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of PEARL S. RHEEM No. �I —�0 -"o�(a U
also known as To:
Register of Wills for the
_ Deceased. County of Cumberland in the
Social Security No.�88-�2-3��8 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/�18 years of age or older an the execut rix named
in the last wil�of the above decedent, dated S e�t emb e r 3 , 19�_
and codicil(s) dated None
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent w�as domiciled at death in Cumberland County, Pennsylvania, with
h eT last famil�or principal residence at 5022 East Trindle Road, Mechanicsbur�
Hampden Township, Pennsylvania
(list street, number,Twp.or Boro.)
Decedent, thcn 67 years of age, died March 13 , 19 f�A ,
at Holy Spirit Hospital, Harrisburg, 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 ki]ling and was never adjudicated
incompetent:
Decedent at death ow•ned property with estimated values as follows:
(If domiciled in Pa.) All personal property $_15,000.00
(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:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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Na Scotland, PA 17254
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUN�TY OF CUMBERLAND ss
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 petitioner(s) will well and truly administer the estate according to law.
o�, > �/
�'L�- �� -�, (�t��
Sworn to or affirmed and subscribed U��-
>>��,-i., � ef�en�-�lleman o0
before me this - da of
'�^�" '' 19 8 �
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R C. E Register `
� .�.� �`�s
1 �� -- 5� --- ► n �� — � 7�(
NO. 21 - 88 - 260
Estate of PEARL S. RHEEM , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW APRIL 5 , 19 88 , 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 S e p t emb e r 3, 19 8 3
described therein be admitted to probate and filed of record as the last will of Pearl S. Rheem
;
and Letters Testamentary
are hereby granted to Helen S. Al leman
WILL BOOK #106 �� •
PAGE 817 ETC. Register of Wills
RY C. LEWIS
FEES
Probate, Letters, Etc. . . . . . . . . . $ 3 5 . 0 0 F o re s t N. Mye r s,
Short Certificates(3 � , , , , . . . . , . $ 6 . 00 P o Bo'r'T�QRNEY(Sup. Ct. I.D. No.) 18064
Renunciation . . . . . . . . . . . . . . . . $ 9974 Molly Pitcher Hi hway
Shi r�anchiiraa� P� 172�]
$ ADDRESS
TOTAL $ 41 . 00
APRIL 5 , 1988 �� ») 532-9046
Filed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
YHONE
oYt
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Mailed letters to attorney on 4-5-88 .
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� „�..�I ��c��itir�,tr. ��'hc� aii�:�n:�� ��cf��if;.�irc �aiil h�� i�;r�. ��.�. A': _ , . �i.'���� i�,;� y , ;���,.��z��i i ,
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� COMMONWEAITH OF' PENNSYLVANIA
� DEPARTMENT OF HEALTH
VITAL RECORDS
� CERTIFICATE OF DEATH
� (�lyflClBn) STATE FILE NO.
Name ot decedent (First) (Middle) ILaul Sez Date ol death(Mo.,Day,Vr.l
,. Pearl S . Rheem ZFemal 3 March 13 , 1988
Haa—(e g.,White,81ack, Ape last birth- II under 1 yr. If under 1 dav D�te o1 b�nh,Mo,D+y,Yr State or fore�gn country ot County of birth City,Boro,or Twp.of birth
Arr��can I i n,eic.) day 6 7 Mos. � Davs Fbun � Min. � �/��j �2 bhch p a , L u z e r n e
4 W�l 1�� 5A. 58. 5C. BA 6B. 6C. 6D.
County of death City,8oro,or Twp.of death Hosoital o�Institution(U not either,give�ddress) If hosp.or inri.indiute DO A,
�ACumb e r 1 and 1e C amph i 1 1 Ho 1 y S p i r i t Ho s p i t a 1 OP/ER,oi inp�t;ent(�peclfy)
�� �o. Inpat ient
Decedent's Mailing Address(St.eet or RF No.) (City or Town) (State) (Lp Codel Mantal Status Surviving Spouse Uf wife,give maiden name)
85022 East Trindle Rd . Mechanicsburg Pa . 1705 yWidow �o
Citizen ot what country� Was decedeot ever in U.S.Arm Forces? $ocial$ecuriry Number Usual O+,eupation(Kind of wo.k done durinq most Kind of business or industry
�Yes �No 1 8 8- 1 2-3 6 1 8 ot work nq lifel
U . S . A. T'rust Officer Hamilton Bank
11. 12. 13. � 14A. 148.
Wheredid �� S���e -' townshio.
P a . Did decedent live 15c.� Yes,decedent lived in
decedent 8 C d II 1 C S ll Y'g
actually hve> 75b.County C u mb e r 1 a n d m�township? 15d� No,decedent Gved within actual hmrts of ___ city or boro.
15. —
Father's name (Firstl IMiddle) (Last) Mother's maiden name (Firat) LMiddle) 1Last1 ,
Marshall D . Smith Inez 1' Fite
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� Informam's name IType or Vrint) Informant's (Stree�or RFD No.) (City or Tu n) (Sute) (Zip Codel
1eA Helen S . Alleman MBBingaddress p . p� Box 31C1 Scott�and Pa • � 7254
8wiai �Removal Oa�e of burial,etc. Name ol cemetery or cremator Lowtion (City,boro,twp.) (Sdtd
19A. QCremriion �Ot�e� �se. 3 � 19�88 �� Mossvil�.e Cemetery RD411 Benton Pa .
190.
Signature of lunerai Auector nd license number � . � Narce and address of funeral establishment
�oA. • ,� �f! F�—L� 1 ���—Q— Julius Funeral Home Inc .
� ' � _
Registrar's$ignature � Dete received by registrar � Q�] N . 2 n d S t .
� ' c�"--J" —. "� / -'Z � �` z�e,j /�/ �',� zoe. Harrisburg Pa . 17102
2 i . � �L'� / ; ,> '�'--+�
To the best of my knowledge,death curred a�the ume,date�nd place and d e to
> ihe causelsl slated.
m � �
. M.D.
E�� Signawre �
= � 22A.and tnle ,/� � D.O.
L •y \�1,n '
E 6� Date Signed(Mo.,Day,Vr.) Hour ot
tg�T� Death �� A.M.
�: 22B. ���J ��� 2�C. •' -'" P.M.
�V Name��d Addres:of Certifier(Physician,Medical Exam�ner or Coroner)(Prin�or Type) Name of Attending Physician
�
z,. Howard R. Cohen, M.D., Trindle Road, Mechanicsburg, PA 17055 25.
26. IMMEOIA AUSE' E i o ly one cause per line for iAI(B)and(C)
Interval between onset�nd death
� �
�
IAI n
Due to,or as a mnsequence ol. � �Interval between onset and death
PART I
I I01 _
Due to,or as a consequence uf�. Interval between onset snd de�th
I
I
ICI _
PART 11 Other Sigmlicant Conditions—Conditiom contribuuog to death but not related to caute given in P.ut I(a) Autopsy Wmtne or Coronadt to Medical Ez�
�Yes
27. ❑ No 28. ❑Yes ❑No ,
If Acc.,$uicide,Hom.,Undat,or Date of In�ury(Nb.,D�y,Yr.) Hour of A M Oescnbe Aow injury occurred:
Pendmg Investi{Ntion(Specify) Injury •
798. 29C. P.M. 2gD.
29A' [�— treet o�R D No.) City,Boro,or wp. Uta
n�ury at wor lace o nlury At home, arm,street,ttc. ocauon
19E �No ❑Yes Y9F, �___ ?9G:^.�..�._.._—.._�_..._�
L�ST '�w1LLL :->ND '1'�:aTt�Pi>�.N��'
, �� .i�:L �. �iH�'t�Ni, •f t��;e Tvw��hip •f Ha�p���., Cur�;berltw�u. Cr�ur�ty, �'���sylv�mia.,
hei�p� �f ��u�d =:�� disr>�sir�� r�i�d, ��:��ary � x�. ur�d.erst�,,�a�i:���;, �• h�reby s��k� thi�
r�,y L;�st �r��ill �,�� Tc�st�r�e��: rev�ki � ����y yLx�d� �:�11 4�ills by �e �.t d�y tit��
h�ret�f�r� mradc*.
F'T_rsST : I dir�c�t th�t �,11 �y just e��bts �.�al ft��a�;r;=.l �xp��sF�s sh�ll b� p«id.
�ut �f �y estat� �� s��� .=�s ��=�ve�ier�tly ���! b� �l�xid ��ft�r r�y �.�e��,s�.
SECOi'D: 1 �ivc, i��:vis� a��. bequ�.-tn �11 �t r�y p�rs��.�.1 tJ�►lA�.�;i��� — �.'lerthl��;,
j�welry, furs , furriiture - t� a�y sist�r HEL�I•ti S. :�LL�N��.PJ , ts► b� c�_isp��eai �f
�:.s she ��.y sr,� f'it.
T�iT��D: I �ive, d.�vis� r�d b�qu�::�th r��y er�tire est�.te t� r�:y r�cphera d�d/�r
�dc�pte�l brc�ther J�aN1�:S i�. G�,YM�.I� i� thes kr�.owlcd��e th�,t he will shaw ki��ln�ss
te� b�th �y sist�r, JESSI�, S. Gt�YMr'iD, , �nel r�iy r3��rther, I1.mG �. :�1�i11H, duri��; their
lif�ti�+es. In th� �v�r�t J�1�ES �i. Gr��N.�N shc�ule� prede��.,s� �e the� I �iv�,
d.evise -_�n� b�qu��th rny ��tire� e��dt� ta� r�y �ister, JE��SIF S. Gr�YI�ir;N , kxi�wi��
th�t sh� ts� vJill �e kir�d_ t� my raoth�r, IN�:G. T. SPf�1TH, if sh� still be livi��.
I� th�'� e�v�nt k��th.. JP�:.��E� r�. Gt�Yi�:��; �.�� J��ST� S. (:�.Yi��t�Tv sh�ul� prc:��ce�s� a��
then I 4�ie�, �Pvise �a.�� b�qu���.th r��y er�tir� �st9.te, i�. equal �h :res, t� th�
ch� lc�rc� �f r�y �ephcw ar,�./�r �j.d.�pte� br�ther, D�blih G,�YN�r►iv ��tilt'ii�.OSm �.�d
kG��AT �. GhYMAhI, J�.. , •r th�ir issue.
FOL�I�TH : I hereby n�r�i�.,�te, censtititu� •��r.ci �pK��ei�t a�y sister, H�i,�:Tv S.
�,LL�:M���N , s E:xPcutrix �ef this ��y L�st kill ;,r��. Test�,r�ent. Ir� 1;'r�� eve�� sh�
�a.�es r��ot wi�h tE� serve �.s ExPcutrix, then I ��:�.i�.dt�, ccr�stiut� s�rld. a.p,_ r�i�.t
h�r husb r.c�_, �'�liL E. t�LLa Mr�N, �-s E��cute�r •f' this ruy L�.st Will .-�.r,,c� 'l��star�e�t
IN ��.�ITP��.SS �HE'r?�OF, I h,�.ve her�wato set �y h��aa �,r��l ��4�.1 this 3rd. �ay �f
Ser�te�+b�r. x.D. 1983.
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21 — 88 — 260
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCIZIBING WITNESS
Barbara McGonnell and Kathryn R. Wilbert �
codicil
(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
Pearl S. Rheem ,
the testatrix , sign the same and that they signed as a witness at the
request of testatr ix in e 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 �%��ahX}*�h�t/C' /"��� ,
30TH Barbara McGonnell
me this day of (Name)
MARC ,1988 '�.�7�_��'�,=��' �- ���'7l�`3
(A ress)
� Register
?�a;�hryn . W'lbert (NameJ ,
� '� � 7��`
_ �� `
(Address)
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`- °`�E�STER OF WILLS OF COUNTY
��
OATH OF NON-SUBSCRIBING WITNESS
,
(each) a subscriber hereto, (each) bei duly qualified accordin law, depose(s) and say(s) that
familiar the signatur of ,
codicil
testat of (one of the subscribing witnesse to) the will presented herewith and
codicil
that b ' ves the signat on the will is in the handwriting of
to the best of kno edge and belief.
/l
/ �
Sworn to or affirmed and bscribed before
me this day of (Nam2)
.' 19
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REV-1500 EX+ (2-8�) FILE NUMBER
�, INHERITANCE TAX RETURN 2 1 -ss-26o
�� RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA (TO BE FILED IN DUPLICATE
DEPARTMENT OF REVENUE
POST OFFICE BOX 8327 WITH REGISTER OF WILLS)
HARRISBURG,Pt+ 171o5-83v COUNTY CODE YEAR NUMBER
� DECEDENT'S NAME(LAST,FIRST,AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS
Z
o RHEEM PEARL S . 5022 East Trindle Road
WSOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Mechanicsburg, PA 17055
� 18 - - ]0/26/20 County rl
W
� 1. Original Return ❑ 2. Supplemental Return ❑ 3. Remainder Return
Y�Y (for dates of death prior to 12-13-82)
W au ❑ 4. Limited Estate ❑ 4a. Future Interest Compromise ❑ 5. Federal Estate Tax
vam (for dates of death after 12-12-82) Re turn Require d
� 6. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes
a, _
Q (Attach copy of Will) (Attach copy of Trust)
���' �'iPC�l��t�'�A��3:��?t��1��tt'���.T��+C��?RJ�tl4'F�A��i�f�3��,k3�t�l��'CE�:�'�f:
:
N � NA COMPLETE MAILING ADDRESS
� o Forest N. I`4yers, Esquire 9974 Molly Pitcher Highway
0 0 TELEPHONE NUMBER P.O. BOX F
d
717 532-9046 Shi ensbur , PA 17257
l. Real Estate (Schedule A)
� �� -0- - �' ';�;
2. Stocks and Bonds (Schedule B) ( 2) 3,086.�Q �
_,�
3. Closely Held Stock/Partnership Interest (Schedule C) ( 3) -�- `�
4. Mortgages and Notes Receivable (Schedule D) ( 4) -�- ,
5. Cash, Bank Deposits&Miscellaneous Personal Property( 5) 18.�68. 1 1
OZ (Schedule E) :
Q 6. Jointly Owned Property (Schedule F) ( 6) -fl-
F 7. Transfers (Schedule G) (Schedule L) ( 7) -�-
Q8. Total Gross Assets (total lines 1-7� ( g) 2 1 , 154 . 1 1
W 9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9) �,449 .29
� Expenses (Schedule H)
10. Debts, Mortgage Liabilities, Liens (Schedule �) (10) -�-
11. Total Deductions (total lines 9 & 10) (��) 7,449 .29
12. Net Value of Estate (line 8 minus line 11) (1z) 13,7�4 .82
13. Charitable ond Governmental Bequests (Schedule J) (13� -�-
14. Net Value Subject to Tax (line 12 minus line 13) (14) 13,704 .82
15. Aryount of line 14 taxable at 6% rate (15) x .06 =
(Include values from Schedule K or Schedule M.)
16. Amount of line 14 taxable at 15% rate (�6) 13,7�4 .R2 x .15 = 2.055.72
Z (Include values from Schedule K or Schedule M.)
� 17. Principal tax due(Add tax from line 15 and from line 16.) (�7) 2,055.72
�
? 18. Credits Prior Payments Discount Interest
� + - (18)
O 19. If line 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT. (19) _._
X ��
� 20. If line 17 is greater than line 18, enter the difference on line 20•This•is the TAX DUE. (2p) 2�055.�2 _
A.Enter the interest on the balance due on line 20A. (20A) -�- _
B. Enter the total of line 20 and 20A on line 20B. This is the BALANCE DUE. (206) 2,055.72
Make Check Payable to: Register of Wills, Age�t
�111':MM��$����Q:;��i,��R�t�,L���'�I�r���" ��'�1�:,?�i1��� ;. ��k���+�F�MI
; „ ;-
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative is
based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FO@ FILING RETURN ADDRE55 . . OX DATE
,"1`�-�Ci...,,� .� � C(�.-�.� vv..i_..� Scotland, PA 17254 'k� � ?� i _ , -z-'
3fGNATUREOFPREPAREROTHERTHANREPRESENTATIVE aooRess9974 Molly Pitcher Hwy. , P.O. BOX DATE
��� °�� Shippensburg, PA 17257 S-3 r -8ti
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (✓) IN THE
APPROPRIATE BLOCKS.
YES NO
1 . Did decedent make a transfer and:
a. retain the use or income of the property transferred, ....................................... x
b. retain the right to designate who shall use the property transferred or its income, x
c. retain a reversionary interest or .................................................................... x
d. receive the promise for life of either payments, benefits or care? ....................... x
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? ................................................. X
3. Did decedent own an 'in trust for' bank account at his or her death?...................... x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
REV-1502 EX+ �7-83)
COMMONWEALTHOFPENNSYLVANIA SCHEDULE ��A��
INHERITANCE TAX RETURN
RESIDENT DECEDENT REAL ESTATE
ESTATE OF FILE NUMBER
PEARL S. RHEEM 21 -88-260
(Property joinfly-owned wifh RigF�f of Survivorahip must be disclosed on Schedule "F")All real estate should be reporfed af fair market
value which is defined aa the price af which property would be exchanged between a willing buyer and a willing sell�r, neith�r b�ing
compelled to buy or sell, both having reasonable knowledge of tl+e relevant facts.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
1• None _0_
TOTAL (Also enter on line 1, Recapitulation) $ -0-
(If more space is needed insert additional sheets of same size.)
REV•1509 EX+'(.9•81) �
COMMONWEALTH OF PENNSYLVAM�4, SCHEDULE "B"
INHERITANCE TAX RETURN STOCKS AND BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
PEARL S. RHEEM 21-88-260
(All property Jointly-owned with Right of Survivorship must be disclosed on Schedule"F"1
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 32 shares - Common Stock - Core State Financial
Cerrificate ��C077607 , issued 10/ 15/85 @ 38.75 per share 1 ,240.00
2. 16 shares - Common Stock - Core States Financial
Certificate ��CO28820, issued ]0/ 17/83 @ 38.75 per share 620.00
3. 16 shares - Common stock - Core States Financial
Certificate �kC012843, issued 5/2/83 @ 38075 per share 620.00
4 . 24 shares - Preferred Stock - Core States Financial
Certificate ��CP004345, issued 5/2/83 @ 25.25 per share 606 .00
TOTAL (Also enter on line 2, Recapitulation� $ 3,086.00
(If more space is needed insert additional sheets of same size)
REV-1508 EX+ ('7.g3)
, SCHEDULE "E"
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS AND
INHERITANCE TAX RETURN MISCELLANEOUS
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF FILE NUMBER
PEARL S . RHEEM 21 -88-260
(All property jointlyowned with the Right of Survivorship must be disclosed on Schedule"F")
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
1. Cash 49 .56
2. Refund, Insurance Policy - Union Fidelity 6.72
3. Refund - rent and interest 201 .52
4 . Bank Stock Dividends 66.45
5. Sale of Household Goods 220.00
6. Savings Account 4�61980-55571- Hamilton Bank 3,259.42
Interest 32.06
7 . Checking Account �k0011-2283 - Hamilton Bank 2, 126.06
Interest .55
8. Certificate of Deposit 4�2100355 - Hamilton Bank ]0,000.00
Interest 29 .82
9 . Ladies Opal and Garnet Ring ]05.00
10. Ladies birthstone ring 89 .95
11 . Ladies Saphire and Diamond Ring 1 ,650.00
12. Ladies Hamilton Watch 100.00
13. 3 pieces of Mink 75.00
14 . Tax Refund - U.S. Treasury 45.00
15. Homeowners Policy Refund - Ohio Casualty 11 .00
TOTAL (Also enter on line 5, Recapitulation) $ 18,06 8. 1 1
(If more space is needed insert additional sheets of same size)
REV-1511 EX+ (5-85)
SCHEDULE "H"
FUNERAL EXPENSES,
COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND
IN RE51 ENTED CEDENTRN MISCELLANEOUS EXPENSES Please Print or Type
ESTATE OF FILE NUMBER
PEARL S. RHEEM 21-88-260
ITEM DESCRIPTION AMOUNT
NUMBER
A. FuneralExpenses:
1. Julius Funeral Home 3,790.00
Hayhirt Memorials - engraving 40.00
B. Administrative Costs:
1. Personal Representative Commissions Helen S. Alleman _ _ 1 ,057 .70
Social Security Number of Personal Representative: l lo� - �� - �a3�
Year Commissions paid 1988
2. Attorney Fees - Forest �I. Myers, Esquire 1 ,057 .70
3. Family Exemption
Claimant Relationship
Address of Claimant at decedent's death
Street Address
City State Zip Code
4. Probate Fees Register of Wills 35 .00
Short Certificates 18.00
C. Miscellaneous Expenses:
l. Kathryn Wilbert - G7itness fee 25.00
2. B Rowe - Auctioneer 117 .50
3. Partiot Neoas - advertising 107 .50
4 . Cumberland Law Journal - advertising 30.00
S. Lenkerbrook Farms Dairy 42 .82
6 . Barbara McGonnell - witness fee 25.00
7 . Helen Alleman - reimburse for expenses 188.67
(Continued)
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of same size)
SCHEDULE "H" - CONTINUED
PEARL S. RHEEM ESTATE
FILE 4�21-88-260
8. AT&T - final bill 1 .56
9. Sammons - final payment - television cable 8.06
]0. PP&L - final electric bill 49.58
11 . Dr. H. R. Cohen - final bill 36. 14
12. Reader's Digest - book previously ordered 12.66
13. U.G.I. - final gas bill 146. 15
14 . Wm. Sullivan, M.D. 59.52
]5. A. Z. Ritzman - x-rays 22.40
16. E.K.G. Associates 8.94
17. FX Perms Med. , P.C. - consultation 17 .00
18. PA Department of Revenue - 1987 Income Tax 20.00
19 . Community Physicians 40.00
20. Bell of PA 121 .77
21 . Holy Spirit Hospital 360.00
22. Perna, M.D. ]0.62
$7,449.29
�
REV�-1573 E�,+ (7-83)
COMMOf11WEALTH OF PENNSYLVANIA SCHEDULE "J"
INHERITANr,E TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
PEARL S. RHEEM 21-88-260
ITEM AMOUNT OR
NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP SHARE OF ESTATE
A. Taxable Bequests:
1. Helen S . Alleman Sister $2,239.95
P.O. Box 310
Scotland, PA 17254 �jewelry, furs, furniture
2. James R. Gayman Brother Residue
Wilkes-Barre, PA
ITEM AMOUNT OR
NUMBER NAME AND ADDRESS OF BENEFICIARY SHARE OF ESTATE
B. Charitable and Governmental Bequests
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also entier on line 13, Recapitulation) $
llf more space is needed insert additional sheets of same size)
, LajT �iI'L .:1VD '1'r:�Tr�rli:.PuT
I, �f: :1zL S, i�H�:iNi, •f t�e `l'�wx�ship •f Hdttip�en, Cumberlanu Cc�uxty, rennsylv:.Yi�,
beir.r �f' s�und -.rad disr�csixi� rair,d, ►aei��ory xd underst�n�Lii.�, �i� hereby r�:�k• th_
a�y L�st � ill �M� Test:rse�t revolci ,_; :�ny ::.rLd ull hills by ■e :�t axy tim•
heretcf�r� m���de.
FL'iST: I direct th-,t Y11 �y just �ebts ;a.x�i fur�er�.l expe�ses sh:ll be �,.i�l
mut e' r�y estate es se6b as s�;s�veriiextly �l��r be a+�ee :,ftcr tuy �eue;;se.
S�iCGi'D: 1 �;ive, i�„vise an�i beque.,tn all •i my persd�al nel.n�ls�s - ,:lvtnii�,
jewelry, furs, furr�iture - t! �y sister HELhi. �. rtLL�M�.td, to be u.is��r�seai •f
:��� she cri=y sr,e i'it,
ThTHD: I �ive, devise r�d bsque:,th r_iy entire estate te� �:y �e�;hetir :ud/�r
r.de nte�i bre�th�r J��Ni�S H. GtiYMtiI� ixa the kr�owled�,e thµt Pie will shnw kis�a�sss
tu buth ,ny sister, JES�IE S. Gr,Y�'lri1, ar.d my L�athdr, IL:�G r. �l�il'i'H, aluri�� thei:
lifrtimes. In the everat JAMES Y. U�YN!tiI� she�ul� prec�eee�,se rae then I �ivs,
d.evise : n� beque�th aiy entirQ es��te to r�y sister, JE:,�'Ih S. G.,YA1�.iv, k��wim�
that sh� tsa� will re kix►d. t� my r��ther, If�'t:Z. ?. SI�:1TH, if she �till be livir��.
In th � e�vent Y�oth. Jt�ti�:a n. C;r.Yl�:ti.: ar��: J1:`:��I:: S. �r:Yr.:.iv shuulct �,r�c�ece�;se n�e
then I :-�ive, �'evise �nci bequp<ath �.y es�tire est„te, in equal sh res, t� the
ch�lu�re�, e,f rr.y �ephew und/�r �td:�pted brc�ther, Dhm:zr, GtiYI�'iniv rhll'�u�(;Sn d�d
kG��HT r. GhYMtiIv, Jk., •r their issuc.
FQL'i:'PH: I hereby ncraix�te, ecnstii;itue as.el ���;c�irit r�y sister, HLLaIv 5.
�LLr,r;<+Iu, s Exeeutrix •f this e�y L�st kill .,r�d. Test�sent. Im 1:}.e eve�b she
c�a►es ri�t wish tc; ser�e �s Executrix, then I r�a::iffiate, ccr�stiute arid. :��, wir�t
her husY: rd, 2�'titiL E. r�LLt:Ni��N, s Eaecutc,r •f' this �uy Last will ,-,r�u `1'estxn���t
IN .:ITT:t:SS wHEi:.�OF, I h;�ve herswato set my h�r�ci ar�d seal this 3ret �ay •f
Se-teraber, n.D, 19�%3.
,!�
: %
�..���-� ��I ���°C.z..�_, (5n,�.L)
�IT2�.:.�'wS:
"� l., /�
� . ) ��.l_.�/
_ ---..,...-,....._..:�.._..;,�.,_,,,,._.�. �
�Mo. ������� : ca►n�n���rw�a�.�H o� pEn�rvs�ri�vaNra �
. 't]�PARTMENT f7F RfY�IMUE
f���1CIAL RECEtPT' r PEIVIY�YLVANlA INHERITANCE,�,Nt3 ESTATE T,4X � � ,Y
RFV.7762 Ek(}2-86� ..
.�..�--- _�� ...
RECEIVED FROM: � ACN
H�3�-E!I'1 a�, ,�]„�,g�g� ASSESSMENT �
CONTROL ' AMOUNT
NUMBER
�'S�r�'�'� �• t•Syf3�'L�f 3r1E$('�• 31�'4
'9974 MU�,.1."�T P3�'t�Z3l�?C` H.�.g�1�V'$^y
P� 0« Btax F'
�I�i��O�t�a�sux9, P� �72�?
- FOLD HERE
ESTATE INFORMATION: Foi°"ERE
� FILE NUMBER
� NAME OF DKEDENT ~ !�
(LAST) (FIRST)
(MI)
� DATE OP PAYMENT --���{'� �
� °OSTMARK DATE � �
.:OUNTY -
DATE OF DEA7H
REMARKS � TOTAL AMOUNT PAID _�,����� _
SEAL
�;,
;�'�'`';{ `�` .,��� �
RECEIVED BY . 9,, � r�'�� ,
. . IGN RE �� r''Y`--i.:.--•'�
REGISTER OF w��� � f
--- �-�-- ----— � .��..�.._.,��___,_..., ____--�- � — ---- .�..— ._._.� _.._...._.._, — ._._. .____.�_ ,..
REV-1547 EX (12-87)
COMMONWEALTH OF PENNSYLVANIA : �d�� NOTICE OF INHERITANCE TAX
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES r �� APPRAISEMENT, ALLOWANCE OR DISALLOWANCE A� 101
P.O. BOX 8327 OF DEDUCTIONS, AND ASSESSMENT OF TAX
HARRISBURG, PA 17105-6327 DATE IO-11-
ESTATE OF RHEEM PEARL S FILE N0. 21 88-0260
DATE OF DEATH 03-13-88 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, A6ENT".
REMIT PAYMENT TO:
FOREST N MYERS ESQ REGISTER OF WILLS
9974 MOLLY PITCHER HGWY CUMBERLAND CO COURT HOUSE
PO BOX F CARLISLE, PA 17013
SHIPPENSBURG PA 17257 Amount Remitted
CUT ALONG THIS LINE _ _ _ � RETAIN_LOWER PORTION FOR YOUR RECORDS �
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - �
REV-1547 EX (12-87)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RHEEM PEARL S FILE N0.21 88-0260 ACN 101 DATE 10-11-88
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
2. Stocks and Bonds (Schedule B> ( 2) 3,086.00 -
3. Closely Held StocklPartnership Interest (Schedule C) ( 3) .00 �
4. Mortgages/Notes Receivable (Schedule D) ( 4) .00 '
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ( 5) 18,068.11 _.
6. Jointly Owned Property tSchedule F) ( 6) .00
7. Transfers {Schedule G) ( 7) .00
8. Total Assets ( 8) 21,154.11
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule H> t 9) 7,449.29
10. Debts/Mortgage Liabilities/Liens lSchedule 1) (10> .00
1 1. Total Deductions (1 1) 7,449.29
12. Net Value of Tax Return (12) 13,704.82
13. Charitable/Governmental Bequests tSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 13,704.82
NOTE: If a� assessment was issued previously, lines 14, 15 and/or 16 and 17 witt
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 taxable at 6% rate (15) .00 X.06= .0�
16. Amount of line 14 taxable at 159'o rate (16) 13,704.82 X.15= 2,055.72
17. Principal Tax Due (1 7) 2,055.72
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) qMOUNT PAID
DATE NUMBER INTEREST (-)
09-02-88 401910 .00 2,055.72
TOTAL TAX CREDIT 2 .�2
BALANCE OF TAX DUE .00
INTEREST .00
� IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION TOTAL DUE .00
OF ADDITIONAL INTEREST
(IF BALANCE DUE IS LESS THAN S 1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED)
, . /`-
RBGI3TER OF WILL3 OF CUMBERLAND COUNTY ��
REPORT OF 3TATUS OF ADMIPI[3TRAITON
(Por Resdent Decedents Dying After July 1, 1984)
ESTATE NO. 21- 8£'r 0260
Name of Decedent: PEARL S. RHEEM
Social Security Account No.: 188-12-�618
Date of Death: 3/ 13/88
Name of Persvnal Representative(s): Helen S. Alleman
P.O. Bos 310
Scotland, PA 17254
Capacity Executorix X Administrator c.t.a.
(check one) Administrator Administrator d.b.n.
:j
Is the administration of the estate complete? Yes X No
If "yes", how was the administration ended? (check one) -
By court accounting
By account stated to parties in interest ✓
Did the parties release the ✓
personal representative?
Other (explain)
Total amount paid to date to creditors and for funeral and $ 7,449.29
administr�tive expense
'I'otal value of distributions to date to beneficiaries $ 1 1 ,464 .87
if administration is not complete, estimated value of assets $
still in administration
NOTE: This status report is due no later than the due date f�r filing the Pennsylvania
Inheritance Taz Return or, if no Inhetitance Tag Return is required, nine (9) months
after the date of death; if the administration of the estate has not been concluded,
a summary report shall be filed annually thereafter until the administration is complete.
I certify under penalty of perjury that the foregoing information is correct to the
best of my knowledge, inforrnation and belief.
Date: l - �v , 19 � -^� �'�
^ , Pecsonal Representative
, Attorney for Estate
'R�is report must be signed by the personal representative, or one of them when more
than one, or by counsel for the estate.
�