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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. � n � // //]] V �� Y � C� �v ` 'd N � �� e en . _eman � . Box b.o • Na Scotland, PA 17254 �w a o � a 00 ti� 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 � _._i � y � . � 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 ��'__ � '_��. Mailed letters to attorney on 4-5-88 . -.,�_�� ,;-�: t. '�» '..S to �('I�fiIfV C�l2it ulir 1i1���.�i12:irlu]1 �l�'.� ._.i � �.i.F�� . , c ." ,,. ,� . � , t;t.'�•.l r,����� _ ; . . � _ � � .r, � „�..�I ��c��itir�,tr. ��'hc� aii�:�n:�� ��cf��if;.�irc �aiil h�� i�;r�. ��.�. A': _ , . �i.'���� i�,;� y , ;���,.��z��i i , �,�,Fil�i�,l�: It i� k€:er��l �a ��:#�;sc��e �t,r ,:..>,a� �:�r ���gtnst�k t�o' �sk�e�ttayr;���. l�ec• t�>r �h;,ct�rrifi�:�;t-, S2.(?l, ��+'L�'���`����� �� LA'�/-�''�.+ �C• � �. ;�� ��ry ,.a �t , ��r�� '�" ! . ��.ii � ,�si�.�r '`"� J�, \�\ , ,r�i roo �� �:i I w,, ,�:+i �''°`I �@� ,i� �'•k �! , � � .. 19 2 6 81 \P��������� ������''J MAR a.a � _ __._....._. _.__...... ..._. i _. �r/O1. ��1. - -- - . ��ll�P i � 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 is n _ � 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. ;��� �� �` ,� ��_2�e,�`� � ��_�.�_�_ _ (��.i,L) �rTTr,r�ss : _.�� �� ��:,.�:�..��:'� � . ., 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) ;;=� - ��`;: u _. `- °`�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 � �� ��' (Address) , � Register �� (Name) (AddressJ .� �� .�_p_, is ...._,_._...__'r:._.� i i�, ` i � s`�+ 't' __� t� � y .� a u; ` 1 J � �� 1 ��� 1 �� - 7 �` /'F:'::,,,.'�"" �'��'�J .., �, ��,%�' '-T� <<,� �'' t�7 � � ���.�j. L, �. �.. �i�� ti+! � �'-.� ^'�' _ :J �: ���.�t7 - -� � . � n � � � 3 a r ¢ � F � nQ. Z a o � w m � Z p m � o °- z � Q a � � �3 - S��/o 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. �