HomeMy WebLinkAbout01-0499
Estate of Ruth R. Freecn:al1
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
~J-O 1- L/9CJ
No.
To:
Register of Wills for the
. Deceased. County of CUmberland in the
Social Security No. 204-01-1903 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 rixes
in the last will of the above decedent, dated Septanber 29
and codicil(s) dated
named
,19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h pr last family or principal residence at 4810 East Trindle Road S.Yl1pJ !l1:^-1 (
l~echanicsburg, PA 17055 -
(list street, number and muncipality)
Decendent, then 85 years of age, died Hay 7, 2001 , ~OOOQ{,
at
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: 4810 East Tril-idle Road, Mechanicsburq,
$ 220,000
$
$
$ 150,000
PA 17055
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testarnentary
(testamentary; administration c.La.; administration d.b.n.c.La.)
-
'"
Q:)
u
s::
CI,)
:"9~
'" '-'
CI,) ....
Cl::CI,)
s::
-00
Q.=
~..::
3~
CI,)<+-
50
~
s::
bl)
Ci'5
Chery . La"1tz
lS90 LanIDS I Gap Road
Y~d;;;
~~=\'~
:Robin F. Cole
1370 S\vope Drive
Boiling Springs. FA 17007
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA l ss
COUNTY OF ClJI-1BERLZ\ND J
The petitioner(s) above-named swear(s) or affirm(s) that the stat ments in the foregoing petition are
true and correct to the best of the knowledge and belief of peti'o r(s) and t a rsonal represen-
tative(s) of the above decedent petitioner(s) will well and trulYi min' ter the estate a cording to law.
~
~.
~
~
-
~
~
~
It:, -~3~-3
~o. 21-2001- 499
Estate of
Ruth H.. Freedman
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW i,lay 22;, 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 Septe"TIber 29, 1998
described therein be admitted to probate and filed of record as the last will of
RuLli R. Freec1r.nan
and Letters Testar.lentary
are hereby granted to Chel:y1 F. Lentz and Robin F. Cole
FEES
Probate, Letters, Etc. ......... $ 30_5. 00
Short Certificates~) . . . . . . . . .. $ 18 . O~
ReRHReiAl;OiI . r;r/~. f.d,~:'O. . . .. $ 9. 00
JCP $ 5.00
TOTAL _ $ 337.00
Filed . May . 22nd, . 2001. .. . .. . . . .. . . .. . .
ATTORNEY (Sup. Ct. I.D. No.)
212 N. 3rd St., P.o. Box 11993
ADDRESS
Harrisburg, FA 17108-1998
PHONE
(717) 233-7691
MAILED LETTERS 'TO ATI'ORNEY
l h ,', IS to certify that the information here given is correctly copied frum an original certificate of death duly tiled with me as
Lh":! Registrar.' The original certificate will be forwarded to the State \' Ital Records Office for permanent tIling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
/.;liit~1\roF'pI7~~
.{,\\~ \.'" -----~----~f,f ::-~
i' ~/'/ '\~ \.
,~~( "'~\~~
(~ ~ / ','-, ',,' , \~ ~
I~~; - :"1. :~~
~ c.,..)'", .'j -6. ('! ~
\\*~.'.)*f
\~\,' /~l
,":.~"" ,/~"
-:..--f/;I;;-----i't-.~ l
-~"!" EN1 \\,~",#'
~
~L~e~r
Fee for this certitlcate. $2.00
P 7298166
MAY 1 0 ZOO1
Date
ITEM 1# 8 b .,
SHOULD READ AS FOLtO\'i~
{tJ/Yltd C"1l i IT;tJD
21-2001-499
44 Rev 1/91
~ ,/?( ~:Z::F PENNSVLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
N
Freedman
SEX
2. Female
SWE FILE NUMBER
SOCIAL SECURITY NUMBER
Bent Creek
D.la'E OF DEATH (Monlh, OlIy, Year)
4. May 7 J 2001
$.204-01-1903
UNDER 1 OJ<< DATE OF BIRTH BIRTHPLACE (Clly and PlACE OF DEATH (Check only one see inSlructions on other SIde)
Hours Minutes (Monlh, Day, Year) Slate or Foreign Country) HOSPITAL:
Apr. 27 J 1916 est Fairview, P Inp.llent 0 EAlOUtpatlenl 0 DOA 0
~ ~ k
FACILITY NAME (If not inslrtulion, give street and number)
~~fY) KJ
Ie.
RACE. American Indian, Black, WMa, ate
(SWWite
10.
DECEDENT'S USUAL OCCUPATION
(:--~~:O~u~r:::l!r:ff
. 11a~lerk :val Supply Depot
DECEDENT'S MAILING ADDRESS (Street, CilylTown, Stale, Zip Code) DECEDENT'S
ACTUAL
RESIDENCE
(See instructlOlls
on other SJda)
College
2 (1'" or 5+)
MARITAL STATUS. Merried
Newr Marriad, Widowed,
DIvorced (Speclly)
W.idaYed
SURVMNG SPOUSE
(II wile, give maiden name)
LICENSE NUMBER
zKP 013163 L
Did
decedent
"'Ie loa
CUmberland township? 17d.0 ~~;.~=7:~:or
~N~~SI'~f1hde" Sur nama)
1 .
INFORMANT'l!. MAlLltlGtDORESS (Street. ColylTClV{n. SIal" Zip C<>9a)
.890 .LamO s Gap Rd. ,LYleCl1aIllcsburg, ,PA17050
PlACE OF DISPOSITION - Name 01 Cemetery. Crematory LOCATION. CityfTown, State, Zip Code
or Other Place ./
Rolling Green Cemetery Lower Allen Twp., PA 17011 .
21e. 21d.
NAME AND ADORESS OF FACILITY fU...:LlO.1.l
~ fua:allbrallc C:en. Stv .324 H.Imel. AveoD:!u.:~r~-
LICENSE NUMBER ORE SIGNED
(Month, Day, Year)
17C)'L Yas. decedenllived in
1
Silver Spring
twp
2100 Bent Creek Blvd.
1..Mechanicsburg,PA 17050
FATHER'S NAME (fvSl, MoCldIe. Ljames Foster Roddy
1..
INFOAMANT'SNAME(Ty!>8iPlln'theryl F. Lentz
17.. State
17b. Count
cily/boro,
238.
9=:: ;=.=::~ by TIME OF DEATH Aprx. DATE PRONOUNCED DEAD (Month, Day, YBar)
-.~ 24. 8:00 P. M 25. May 7. 2001
- 27. PART I: Enter the diIaaMs, injuries or complications which caused the death. Do not enter the mode of dying. such as cardiac or respir.tory arrest, shock or heart lallure.
~~ LiIl only one causa on each line
-...TE CAUSE (Fonal
dioease Of condition
= raoulling'" death)_
~
~ Sequentially liaI condtloons
,:1111 any, leading to Immediate
.__, Enter UNOEALYING
,,_ CAUSE (Oioaase Of injUry
.--1heI initialed events
.'areeulting in dealh) LAST
H
ertensive Cardiovascular Disease
DUE TO (OR AS A CONSE<jlUENCE OF):
23b. 2$0.
WAS CASE REFERRED TO MED,SAL EXAMINEAICORONER?
Yes IJIl.
26.
I Approximate
: interval between
: onsel and death
i
NoD
PART II:
Other significant conditions <:onIrlbutlng to death, but
not resul1ing In the underlying cause given In PART I.
Aortic Stenosis
Atrial Fib
DUE TO (OR AS A CONSEQUENCE OF):
DUE TO (OR AS A CONSEQUENCE OF):
:.- MS AN AUTOPSY
._ PERFORMED?
~
..-
~~
d
WERE AUTOPSY FINDINGS
A\AILA8lE PRIOR TO
COMPLETION OF CAUSE
OF DEATH?
MANNER OF DEATH
DATE OF INJURY
(Month. Day, Veal)
TIME OF INJURY
INJURY I\r WORK?
DESCRIBE HOW INJURY OCCURRED.
Natural
~
[J
[]
Homicide
o
o
o
Ye.O NoD
-...0
No~
Yes 0
No 0
Accident
Pending Il\Y8SIigatlOn
Coroner
... 21b.
C8ITlI'IER (Checl< only or'8)
.CERTIFYING PHYSICIAN (Physician certifyong cause 01 death when anolll..r physIC..n has pfOnounced dealh and completed lIem 23)
To'" bea1 of my knowledge. claathOCCunH _tothe cauH(.,and mannar aaatatecl. . ........ ., ........ .. . ...... . .. . ... ...',
SuIcide
21.
Could not be determined
-=-
~ . PRONOUNCING AND ~TlfYlHG PHYIIClAN (PhYIIICian bolh pronouncing death and <*1iIying 10 cause 01 death)
- To ItII bIet 01 my knowIeclge, ctMlIl occumd .11he lime, da... and place, and due to ItII C8uae(elend _ aa ."Ied.. . . . . . . . , . . . . . . , . . . . . . . . .
~
~ 'MEDlCAL EXAIoUNERlCORONEA
~ On the baalaof examination and/or Inveatlgatlon, In my opinion, dealh occurrlld at the tlma, d.... end place, and due 10 the cauae(a) and
__.....tlld........ ............... ..... .........,..... .... ................ ......... ........... ........ .......
-=31e.
REGISTRAR'S SIGNATURE AND NUMBER
33.
I~/I~I/I/I
~ 32.
DATE FILED (Mon Day.
~/() ~/
34.
. .
...
11I()tst lIill Ctnb ([Le~tnm~nt
OF
RUTH R. FREEDMAN
I, RUTH R. FREEDMAN, of 4810 East Trindle Road, Mechanicsburg,
Cumberland County, Pennsylvania, declare this to be my Last Will
and Testament hereby revoking all prior Wills and Codicils.
ITEM I. I direct that the expenses of my last illness and
funeral be paid from my estate as soon as practicable after my
death.
ITEM II. I glve, devise and bequeath my engagement and
wedding rings to my daughter, CHERYL F. LENTZ.
ITEM III. I give, devise and bequeath two white gold diamond
rings to my daughter, ROBIN F. COLE; one with 12 small diamonds,
the other wi th a diamond in the center surrounded by smaller
diamonds.
ITEM IV. It is my specific desire to treat my children as
fairly as possible. Therefore, I direct my children should equally
divide a~y remaining rings and other miscellaneous jewelry, which
their father had given me, knowing that he would be very pleased by
their acts.
ITEM V. I give, devise and bequeath the sum of Two Thousand
Five Hundred Dollars ($2,500.00) to the following:
a. My grandson, FRANK E. LENT Z , IV;
b. My grandson, JOSHUA F. LENTZ;
c. My granddaughter, ASHLEY T. LENTZ; and
d. My grandson, BRADLEY H. LENTZ.
I.
.'
ITEM VI.
I give, devise and bequeath the rest, residue and
remainder of my estate, of every nature and wherever situate, in
the following manner:
a. one-half to my daughter, CHERYL F. LENTZ, or her
issue per stirpes; and
b. one-half to my daughter, ROBIN F. COLE, or her issue
per stirpes.
ITEM VII.
I nominate and appoint my daughters, CHERYL F.
LENTZ and ROBIN F. COLE, as Co-Executor's of this my Last Will.
ITEM VIII. I direct that my Executrix shall not be required
to give bond for the faithful performance of her duties in any
jurisdiction.
ITEM IX.
I direct that all taxes due at my death or as a
consequence of my death shall be paid from my residuary
estate.
IN WITNESS WHE.RE..~., OF.. J. I . have h~reunto set my hand and seal this
:,<,,911 day Of'./;Z:::~ ' 1998.
the
/// // ()~
fee /It It;: (~~C#/JA../
RUTH R. FREEDMAN
/
, 00""
, 'i. J . .(', .
, ,,~ II I
f\( vt ',_.~
WITNESS
"
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
J'---'
We flt}\ +;
~\.. ( i ( 1: (t, \ \"(\,,,'\ r -'___>
,1 ...,\' \ l/ ' '{
;-"-."'"
.../
, the
testatrix and witnesses,
respectively, whose names are signed to
the forgoing instrument, being first duly sworn, do hereby declare
that the testatrix signed and executed the instrument as her Last
Will and that she had signed willingly, and that she executed it as
her free and voluntary act for the purposes therein expressed, and
that each of the witnesses, in the presence and hearing of the
testatrix, signed the Will as witness and that to the best of the
witnesses' knowledge, the testatrix was at the time eighteen years
of age or older, of sound mind and under no constraint or undue
influence.
. EEDMA f
I ',' i' \ (, -
J ,,~--", ",I \ ",' '
, ,~ \' ) 1
)I ufrft. '1< 'Irs (U~J~. "
Ir"'!""/1 /' J !, f 'r~~" I)', -t-- /'1 (
I,t'f-"t)(j 11\ ( i(),f'-, ',,(I (:/Ji lJ,/Lf.,L/"
1-11 y (/ \ ;1-) I) jI.// '/ ! j, i / J J "
! J~.' - /1" ,( '" I' I 'l---""
WITNESS /
/nJetrt/JL J ~
/-6-01 7-< tV) I) Q. NlS t- ~
$ h ~~s. i va I;) t} /1IQ-
WITN ' ,
6000 Linglestown Road
P.O. Box 6656
Harrisburg, PA 17112
~/,//f .? '
,/../' .. .' ~
/ ~ lry! ?- 1. '-Ie>
" ATTORNEY
..
..
.
On this, the
f\ " ~1
d ,~
r:\j:
t '
day of
()
f
\,' )
]/ /
,,~.~ \
I
'v, ,I' I fl'
/) \UAJ{
, 1998
before a Notary Public, the undersigned officer, personally
appeared,
Marion E.
MacIntyre,
Esquire,
known to me
or
satisfactorily proven to be a member of the Bar of the Supreme
Court of Pennsylvania, and certified that she was personally
present when the foregoing acknowledgement and affidavi t were
signed by the testatrix and witnesses.
IN WITNESS WHEREOF, I have hereunto set my hand and official
seal.
,1.(: j ()~ .J/\
^ jj!-t..AI~ i i
NOTARY
!_ ) · )AL
;' ... -:: . \~;/ '-.
PUBLIC
NOTARIAL SEAL
, KRISTlE L. SHIRK
Cltv of HarriSburg' ~~~ry PUblic
==~,t~~pmISS!On E)(~' Q Phm County
---,.--., ~,,' Ir_~.!v.'_~V}?L~~~2.._,
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Ruth R. Freednan
Date of Death: IJ1ay 7, 2001
Will No.
Admin. No.
2001...00499
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 I'Jay 25, 2001 :
Name
Address
See attached sheet.
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
None
Date: Nay 25, 2001
~~
---
Signature
Name Thcrnas S. Beckley, Esquire
Address 212 N. 3rd St., P.o. Box 11998
Harrisburg, PA 17108-1998
Telephone ( ) (717) 233-7691
Capacity: _ Personal Representative
~Counsel for personal representative
Certification of Notice Under Rule 5.6 (a) -- Attachrrent
Oleryl F. Lentz
1890 Lambs' Gap Road
Mechanicsburg, PA 17055
Frank E. Ientz, IV
1890 Lambs' Gap Road
H.echanicsburg, PA 17055
Joshua F. Lentz
1890 Lambs' Gap Road
Mechanicsburg, PA 17055
Ashley T. Lentz
1890 Lambs' Gap Road
Nechanicsburg, PA 17055
Bradley H. Lentz
1890 Lambs' Gap Road
lvJ.echanicsburg, PA 17055
Robin F. Cole
1370 SWope Drive
Boiling Springs, PA 17007
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of
Freedman, Ruth R.
No. 21 - 01 - 00499
Date of Death 517/2001
also known as
, Deceased
Social Security No. 204-01-1903
Cheryl Lentz
~--- ------- ---_._---~._. _._---
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of
the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except
that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are
true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section
4904 relating to unsworn falsification to authorities.
Attorney:
Thomas S.13eckley
Personal Represen. talive ~ / -h /
Signature: ~ ~ ,)
Cheryl Lentz
I.D. No.:
77040
Signature:
212 North Third Street
Post Office Box 11998
Harrisburg, PAl 71 08
Telephone: ((717)) 233-7691
Address:
Address: 1890 Lamb's Gap Road
Mechanicsburg, PA 17055
Telephone: (717) 732-5545
-. --- -
Dated:
Personal Property:
Motorola Corp. Stock
196.80
Pepsico Stock
224.70
Total Return Trust (TRFCX)
1,130.88
13,284.00
4,157.41
Waypoint Stock
Vanguard Wellesley Income Fund
Certificate of Deposit (First Union #247412056316702)
Including Accrued Interest of $25.93
2,115.21
Certificate of Deposit (First Union #247412056316701)
I(nduding Accrued Interest of $25.93)
2,115.21
First Union Savings Accunt (#1010041727221)
qU1l1:J
!,":l'r)
. ''''.-
281.13
First Union Checking Account (#8474)
LF.: Z d 9- 833 lO.
6,491.70
300.00
Federal Tax Refund
Waypoint Stock Dividend
~.}U
102.00
Nationwide Automobile Insurance Refund
'""'-_)'8~j
24.50
(Attach additional sheets if necessary)
Total
$281,237.35
"\
Members First Savings Account (#152381-00)
(Including Accrued Interest of $.29)
Members First Certificate of Deposit (#152381-59)
(Including Accrued Interest of$1.82)
Members First Certificate of Deposit (#152381-71)
(Including Accrued Interest of $7.88)
Members First Certificate of Deposit (#152381-72)
(Including Accrued Interest of $1.37)
Members First Certificate of Deposit (#152381-77)
(Including Accrued Interest of $11.81)
Members First Certificate of Deposit (#152381-75)
(Including Accrued Interest of $8.15)
Members First Certificate of Deposit (#152381-76)
(Including Accrued Interest of $8.15)
Members First Certificate of Deposit (#152381-79)
(Including Accrued Interest of$11.58)
Members First Certificate of Deposit (#152381-80)
(Including Accrued Interest of $14.66)
Members First Certificate of Deposit (# 1523 81-82)
(Including Accrued Interest of $1 0.92)
Members First Certificate of Deposit (#152381-84)
(Including Accrued Interest of$17.53)
Members First Certificate of Deposit (# 152381-85)
(Including Accrued Interest of$17.56)
Waypoint Bank Certificate of Deposit (#1800013065)
(Including Accrued Interest of$53.14)
Refund - Merck-Medco Rx Services
Refund - County Taxes
Refund - School Taxes
Refund - Sewerffrash
Miscellaneous personalty (see attached)
subtotal, Personal Property:
Real Estate:
4810 East Trindle Road
Mechanicsburg, P A 17055
subtotal, Real Estate:
620.4 7
1,853.14
7,532.21
1,348.86
11,311.31
7,916.46
7,913.77
11,598.97
14,145.34
10,601.68
15,516.25
15,542.12
2,736.92
8.00
245.32
459.23
14.76
1,449.00
$141,237.35
140,000.00
$140,000.00
,
ESTATE OF RUTH FREEDMAN
LOCATION rrEM DISPOSITION VALUE
Kitchen Table and two chairs Auction $25.00
Dishes Audion $25.00
Toaster Auction $5.00
Pots/pans Auction $20.00
Utensils Auction $10.00
Microwave oven Family $20.00
Stove. Refrigerator, Dish washer Sold with house Inc'l in sale
Uving room Sofa Family $25.00
2 Wino backed chairs Family $50.00
Coffee table Family $25.00
Television Family $25.00
Recliner chair Family $25.00
End tables and lamps Family $25.00
Bedroom 1 Single bed with frame Family $25.00
2 Dressers Family $50.00
Night stand with lamp Family $10.00
Clock radio Auction $10.00
Sittingfoom Hutch Family $25.00
Rocking chair Family $10.00
Dry sink Family $50.00
Lamps Auction $25.00
End tables and lamps Family $25.00
Bedroom 2 Single bed with frame Family $25.00
2 Dressers Auction $100.00
Lamps Auction $2.00
Television Family $2.00
Basement Washer and dryer Sold with house Inc'l in sale
2 Chairs Auction $10.00
Dining foom Table and chairs Sold with house Inc'l in sale
Cabinet Sold with house Inc'l in sate
Personal Clothing Given to Salvation Army $0.00
Weddino rings Family $500.00
Costume jewlery Auction $100.00
Various wall hanaings (pictures) Auction $100.00
2 telePhones Given to Salvation Army $0.00
Books Given to Salvation Army $0.00
Family photographs Family $0.00
VCR (broken) Trash $0.00
Small stero Given to Salvalion Army $0.00
Video tapes Given 10 Salvalion Army $0.00
Audio tapes Given to Salvation Army $0.00
Sheets and towels Given to Salvation Army $0.00
Gold bangle bracelet Family $100.00
TOTAL $1,449.00
'\. /6-D2~ ~>-0
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
THOMAS S BECKLEY ESQ
BECKLEY & MADDEN
PO BOX 11998
HBG
1 \)
3
P A {l;i! il 08
05-13-2002
FREEDMAN
05-07-2001
21 01-0499
CUMBERLAND
101
*
REV-1547 EX AFP (01-02>
RUTH
R
Amount Remitted
140,000.00
18,993.79
.00
.00
122,243.56
31,969.08
6,266.46
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
40,088.81
1.742.51
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
319,472.89
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: is4"j-iX--AFP--(cff=02j--Ncffici--OF-'rNHiifiTANCi-y-A"X-APPRA-isiifENY-,--Aii-oWANci-ifri----------- - - - ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FREEDMAN RUTH R FILE NO. 21 01-0499 ACN 101 DATE 05-13-2002
TAX RETURN WAS: (')() ACCEPTED AS FILED CHANGED SEE ATTACHED NOTICE
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
41.831 32
277,641.57
.00
277,641.57
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
277,641.57 X 045 = 12,493.87
.00 X 12 = .00
.00 X 15 = .00
(19)= 12,493.87
. ". ....'" . n.........' , l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08 01 2001 CDOOOII0 624.69 17,000.00
TOTAL TAX CREDIT 17,624.69
BALANCE OF TAX DUE 5,130.82CR
INTEREST AND PEN. .00
TOTAL DUE 5,130.82CR
. IF PAID AFTER DATE INDICATED, 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 "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
'v /:; - ~-23J -.3
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REY-1607 EX AFP (01-02>
,,()2 -1
THOMAS S BECKLEY ESQ
BECKLEY & MADDEN
PO BOX 11998
HBG PA 11\1;08
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-03-2002
FREEDMAN
05-07-2001
21 01-0499
CUMBERLAND
101
RUTH
R
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
NOTE: To insure proper credit to your account1 submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: i 6rfj-Ex--AFP--((ff:021-------...-iNif€iiiYANcE--;:Ax-Sy"irfEME-ti;:-OF-AC-Couiff--.-i.---------------- - - - --
ESTATE OF FREEDMAN RUTH R FILE NO.21 01-0499 ACN 101 DATE 06-03-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUEl APPLICATION OF ALL PAYMENTS 1 THE CURRENT BALANCE1 AND1 IF APPLICABLE1
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-13-2002
P R I N C I PAL TAX DU E : ...........................................................................................................................................................................................................................
121493.87
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-01-2001 CDOOOII0 624.69 171000.00
05-17-2002 REFUND .00 51130.82-
TOTAL TAX CREDIT 121493.87
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE1 SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "'CREDIT"' (CRJ1
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
THOMAS S BECKLEY ESQUIRE
POBOX 11998
HARRISBURG, PA 17108
-------- fold
ESTATE INFORMATION: SSN: 204-01-1 903
FILE NUMBER: 21-2001- 0499
DECEDENT NAME: FREEDMAN RUTH R
DA TE OF PAYMENT: 08/02/2001
POSTMARK DATE: 08/01/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 05/07/2001
NO. CD 000110
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $17,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$17,000.00
REMARKS: CHERL Y F LENTZ
C/O THOMAS S BECKLEY ESQUIRE
CHECK#1013
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
,
~
v
o
o~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Ruth R. Freedman
Date of Death: Nay 7, 2001
Will No.:
2001-00499
Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes [ill No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No ~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Dale: 4/16/03 -s ~ ~ ~
Signature
Thanas S. Beckley, Esquire
Name
Beckley & Hadden
212 N. 3rd St., P.O. Box 11998
Harrisburg, PA 17108-1998
Address
(717) 233-7691
Telephone No.
Capacity: 0 Personal Representative
I19 Counsel for personal representative
,
..
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/09/2003
CHERYL F LENTZ
1890 LAMBS'GAP ROAD
MECHANICSBURG, PA 17050
RE: Estate of FREEDMAN RUTH R
File Number: 2001-00499
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 5/07/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc: ./File
Counsel
Judge
1'tEV.1SOOEX (&MJ
oe
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
OFFICIAL USE ONLY
/6-~3d-:3
w
....
lil:::!U)
u"""
w..u
,,00
u"'....
...,
..
..
FILE NUMBER
2 1 0 1
INHERITANCE TAX RETURN
RESIDENT DECEDENT
YEAR
NUMBER
9
9
004
COUNTYCOOE
I-
Z
W
Q
W
o
W
Q
DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL)
F'REELM\N, RUTH R.
DATE OF DEATH (MM-OO-YEAR) DATE OF BIRTH (MM-DD-YEAR)
May 7, 2001 April 27, 1916
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
204 01 -
1903
THIS RETURN MUST BE FILED IN DUPliCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
rn 1. Original Return
o 4. limited Estate
06. Decedent Died Testate (AllachcopyofWill)
D 9. litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise Idate of death after 12.12-82)
o 7. Decedent Maintained a Living Trust (Attach copy o.fTrust)
o 10. Spousal Poverty Credit (date Of death ootween 12.31-91 and 1-1.95)
o 3. Remainder Return Idale of ~ath poor 10 12.13-82)
o 5. Federal Estate Tax Return ReqUired
o 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) IAttacl1SchOi
....
Z
W
o
Z
o
..
.,
W
'"
'"
o
u
Seilf'M'O$'l'llI!'cOr.-PL.ETEJ); ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME Thoma S Beck1 COMPLETE MAILING ADDRESS
S ey Esquire
., 212 North Third Street
FIRM NA~~t"fe'l & Madden Post Office Box 11998
TELEPHONE NUMBER Harrisburg, PA 17108-1998
(717) 233-7691
~
z
o
~
::)
l-
ii:
00(
o
w
c:::
1, Real Estale (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter.ViIJOS Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
B. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I}
11. Total Deductions (total Lines 9 & 10)
(1)
(2)
(3)
(4)
(5)
140.000.00
18,993.79
- .....
::::: (r..
:::s ~,;
?i "'J:
.,.,
,.,.,
0:0
t
0\
122,243.56
31,969.08
'v
N
(..j
00
(6)
(7)
6,266.46
(6)
319,472.89
-
(9)
(10)
40,088.81
1,742.51
12. Net Value of Estate (Line B minus Line 11)
13. Charitable and GOlJemmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(11) 41,831.32
(12) 277 ,641 ~7
(13)
(14) 277 ,641.57
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPliCABLE RATES
z
o
!;(
I-'
::l
D.
::E
o
o
~
15. Amoul'\t of Une 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x.O_ (15)
x.o~ (16) 12.493.87
x .12 (17)
x .15 (16)
(19)
16. Amount of line 14 taxable at lineal rate
277 . 641. ~7
17. Amount of line 14 taxable at sibling rate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
20,0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
. > > BE SURE TO ~SWER ALL QUESnONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS 4810 East Trindle Road
CITY Mechanicsburg I STATE PA I ZIP 17055
Tax Payments and Credits:
1, Tax Due (Page 1 Una 19)
2, CreditslPayments
A, Spousal Poverty Credn
B, Prior Payments
C, Discount
(1)
17,000.00
624.69
Total Credits (A+ B+ C) (2)
17,624.69
3, Interest'Penally if applicable NfA
0, Interest
E, Penalty
TotallnteresUPenally ( 0 + E ) (3)
4, If Line 21s greater than Line 1 + Line 3, enter the difference, This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
12,493.87
5,130.82
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(5)
(SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
,.~~~",l.~"''->'''. ,.~~~j';.<-Jr.<1: ~\,'l<~.....~~"J. -~ , '. 4 .
~~;'i.'~~~~,.~{E~.i.\'f.!~-~":':i':"'i2~\'f'~~~~.Jf-.-
--~.:]
PLEASE ANSWER THE FOLLOWI~G QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; .......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
c, retain a reversionary interest; or...............................................................,.......................................................... 0
d, receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred afier December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideratio.n? .............................................................................................................. 0
3, Did decedent own an 'in trust fo~ or payable upon death bank account or securily at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which
contains a beneficiary designation? .....:.......................................... .................. ................................
No
[29
[Xl
[]I
[]I
[XI
IXI
......lXI 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under penalties 01 pe~ury, I declare that 1 have examined this return, induding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal representative is based on all information of which pre parer has any knowledge
SIGNATURE OF PER
1 Lentz, Executrix
ADDRESS
1890 Lamb's Gap
SIGNATURE OF P
Mechanicsburg, PA
RESENTATIVE
17055
DATE
~ l);(
Thomas S. Beckley, Esquire
ADDRESS
212 North Third Street. P.O, Box 11998, Harri:sbur~: PA 17108~1998
~~'~_::;M~'~~.r- ~. "'"'-""";oi .~,.-..---~~--:e;-~~~~T&~~~'y~I!!.~.1-..::1f~:h:m.!1J.~__~~:~im;f~~)~1 IQC:I:I
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P,S. ~9116 (a) (1.1) (i)).
For dates of death on or afier January 1, 1995, the tax rate imposed on the net value of.transfers to or for the use of the survivin9 spouse is 0% [72 P,S. ~9116 (a) (1.1) (ii)),
The statute does not exeniDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or 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 to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)).
The tax rate imposed on the net value of transfers to or forthe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P,S, ~9116(1.2) [72 P.S, ~9116(a)(1)),
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% 172 P,S. ~9116(a)(1.3)J, 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.
'*
Schedule A
Real Estate
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Freedman, Ruth R.
FILE NUMBER
21 - 01 - 00499
All real prope'W owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a wilfing seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM
NUMBER
1
DESCRIPTION
: VALUE AT DATE OF
, DEATH
140,000.00
I
.4810 East rrindle Road
lMechanicsburg, PA 17055
Schedule A TOTAL
$140,000.00
," ., ":::"TAT<^c:'~
_, - .......u.-...,',~... 1-
~;;-'TT II~JllI\:"C l::/:1A."O,,"S
L-tap TO-At ~.6II!./I!!I"!"H(C:~g, cn'AMI~!=:I~r! !lI11lI;P~ on ~r'CD 411.101. OO:l. 00
r.!Il"'.l.... .f.____l_~n.. '''ft. ,,,",.... I~" ~,,-
P.AO-:;,
I!! 0.000 -
~AII; l='~C~~
,aO~~OWER'o
~\.JNt:SA"
SeTrI.G.Ve.f\,;T
PAIO'ROM
SE~LI!!:R'S
Fl.-'NCe A"
SfiTT;..EM!I\,'T
i .,.,,~ to. In
~ c..,.....W1I..lbl'l aaid.., S.I""......I'>\
.n, ~TE'" .AV'~I. '''O'~.:.,nN W T" ,o~~
I ::: ~::: ~::=,:',,, "..
I A!'I~ ....._.....1 ~"'.
~tl..-..Il.=t"'..It....
:
,.. Mor!:.o-ae..
In MClr'l:l2ac7el!:
t:n~:"!r'':'1::.ed..
Unl.:..rn.:Lted..
:!:t;Q
:ne.
~1\
Lll
275.00
.18 ec
L"
~~
Lx:l.
U.
..1\
~P.O.C.~ 2.327.50 .uver
3C>t:o.OC
::!;s.cc
9Q.IJO
4'C.CO
.lO~.OO
ItJ....
24 '1:).......
,.,.
115~.:!.:;4
I
I.,
I,":."':"~nt.
1\QenQ"{.L t.1:.d..
"',.. 80..26
ull 45.22
Ll\ \ B6~. OJ
u. 1..5. ge...j
.1.I!;G.oe
I
.\~ o~ i ..(lO
1151 . '1
-1'0.00
Q 35.00
77.00
700.00
",OO.CO
21i,'7!!
If'I"!:J
:::
2a.5'-
~:' .'
Lean
"OOt:!
!~
Io!! K.V81::.1Lt.e.
.... Cililh
III ,.......!Itate
.;....,........
1\d'Anav ~ ~,,=d.
.133 oOO,QO
~~o~ooc.oo ~ 68~.75
I., Kalv,t:Lte a.'t.tJ.&rN'!In1: 1W~ :t..'t:d.,
I,., 0" d. ft.~1.1bJ..; J:! loI'a,:,:;l.cnll.1 ="~~e. "'n \u:~ne"
---1~M
-1J,Ol
I ;~~~ ~~:;:::~,::~.:.m".
f ~!lO"
, '~:"lfl ADD(na"'-lA' ~1l.'M"""I!Mr::N'T C:HlI.An~~
~.o.l Rt.,.._
I ;::: ::~';',::.. :: :~::::
1)0.1 ~.II.d'" It' ":I'~:"
1---12CL1Ql':I" t"l"".,tvlT\,o."o, ill... E"'t;'.I!I~~ 8to...'l1o
,-::~:
nOVERrojM~N't. ~.n("H~'CllNG A,fo..!O "'IU..Nl.\\:F-~ C::i~'~J:'lt;
__..,.41"", ....... I:U'....4. ~,. SO .11.1..":1.."..... 5.1. . 50
~::: 70MO ~:'~:....
_ n:~~! 700,00 'f,.....1'1"'..6 "
D.'_".!C
::::~::::: ~:::~: ~;::
,
I
I
I
~o.oo
:'5,00
.00
&- ;.~~~ -.n~1l ~ A lM\
.J.:dnn Tn"'AL s'E:TTII:"'II!NT r..IolAefl=g
I...t.~""II,.,..,,, If'l:3 gj,8:QJ"p" . ..,.. <iO, ~..Ml,.,,, ':S'\
I
4\. !I&l. S1 ;
40?,n",,-
I
. ....,
1..~3..~.03
...;:;> ~.RT1""C""'!ON 01' m..rY~~ A'4~ iliiE...E!1l:
;,rr~~: ::~.~;~':'Vi~~":~!(~;,.;.~r~!:~;~:~:J:~-:-~.)""':,;r~~!j ~~,,~:;:MJI:~"'~I~.rr.'. , I. ~ 1:""" IIIr;l..,y,.lr Mat.""''''l <fI.r' ,.".1.... 1l"'Il "J.~IIII'_""'.....~ ""'_. ",.,
rT')" III""",,,", "'" ~....
!'"'.nltl!!.!....e:
''''"''''(;~
Chlllryl Y. .1..el'ltT.. c:c.~l(eC1.::.tilC
.'.''''~..".,
1&1:!1U1U'.
R1:I1:I(n f. Cclo, C::>-E.""~\llrlll"
WA,"'~ "'f...I'1' ISA a"'''''ETQ.'l4I~",,".'~=~V """1'1. "'''l81! ST~JM.iP" TQ Tl.ill
~~Q"li^'l".1 o,tj_TH'e 0"'- A.N II~~I__^~ 10;1""". 1ll.N"l.Tr !Ir",,~N C;ONV.CT\QI'1
l,O.,do~1iiIM~J,~~f...~; ':!Ti~/'oI~,,~~-OeT""~~~ ,I..EHI'
-"" tolU~~ liI.nl>_~\ .,......'"",,,\ ~'\l" 1 """of p..,._. is lIlr... e...d .~t,,'"l'" ""u"nl"l"'. ....",...;1\<:110,.
'"....c."".O :Iw::IIllll"'..I.'\.f...U.toro.!fr...j.lc..... r"=-..'2"'!.......'M"\~.I.I\IIIIt""'''I\
"
;;A'.
.rl~Rllpr... !l.stl~mont Sr"tOtl'\ i'rin'." C,21Q$r2(iO;j II 1.4::1::1:
Ri,V, UVDo,1 (";'~)
A ;:,e':~:, . - -"tl ,,:-:Il'., U.S lJeplnrr,e,.1or 1-IQl.!ltl"',
CI 'tyr:.'1o t!fl.1'la'!'!. ::In!:! ~."~Sr'T L",.aVP;~r:'lq1ln' . ~.;~~~..,. .)U;
r, O.tUA '1, :::JPl"'l"".... 1 JCllOl'I'o', t:r.;f\ll I~, File NlltTl~gr ! ':'. I..oc.n "'umbor ! j. ~~"l'1.~l!o~ U\~\lt..t'".n c,\,);) 0';1'l1b~r-
, . nv. < r~", c' ' O:l.2~~ ---L-
.ro- To,t11IDrm"li r,:".rl(l:lltCI./W'.HI\laIo1~~",,"''''''''''''=.'''o.'''''''r''''6'''~I.''--"1.,.'11.'....'_
C. Ngt.: 'ftiI", ""'" '(p.III.IIi!;-"". e.'1 ......".!hl O:',"lI'l!. '....". tII'fI ....~ ....,. -0' \I'll1;l'_lI''1 II"',",,'" ...".'" ....t ~',..<ll....... "..,I,
I W^RN "'lCl nloi. ,. ""e ,."....... ..,I"...,.~ ,..!t", .'._"'1""'01"'''' ......!.:I ,,;al~ roo t"11"~.~gl"f!I':1r ./ r."l'TI. ..j!",.',.......9~
..._;..'I".Ii.'3,.,~"U:L..~' roo. .......'.,,".,.,...,.. ".J.'" ~ ~~.~~~ '_" ......fP'pI_ 'Go"
n r-:Ao\f~ OF flOUOWJl,I\: 1't'Qnk~. Le:"ltt.. and ari;lnl LQutz;
...D~ru::a~.
E, 'N^M' or s;rtl~: .P.R'
I ~,~~!~:~~"\~2h
Anr.ntf:!i8'
r O. PROPI!.R'rV AODP,,1t,g~
I
~. H. SJ.t.1"'tl.EMR'N'I' A.QE-NTI K-oy$la'tQ. S=ttlt.rt'I~nt A,gllm::;)", Ltd.. Telephone; 717..909...8920 Fax: 717aSl09-ts923
.C:""l'"l'r. In.-rl', ~\.rr.:v1"' 240lJ [hllj!lc!l.to.wY'l 'R't\nrl H."'"'<:''"''l~rt .ph. '''7110
~"rTT,!':ME:-:.t!lL\.TF' r~~()'
I J SI..,MII/IARY OF EIP"lROWEB'S TRAN/>ACT:ON' I K SUU'VARV OF >!'iEll "'''''!'; T~A.-tlI.SACTION,:
r:.~~ ~AO.. ~MO\JNT nuiU:Jict,lJlll.S.R"WFR .'0 ORM. ^'l.OJNT :",.:!:p .., , ~R'
..l'l'...m..'........r.l.... :...o,oC:,O.Ot;: .n, ~t'!..,I:-nC!'"...."'r"~"'to 14':l,ClOO.OO
_l,n' =-____n.!.:.....,".,t>.> I :11'l' Ill............"', Pr!:lIl".-t'J
~ iIl.Hla......... "hll.'lI...t(\I>""~oICL..J.llna ,.r.tI~ ~ ..sB~, .54-."1'1
j "C. _4'1....
ChfH).l F. Ll3n~. Co-Ex::;;:urrix ar..d R.obin f. Cok, CQ"S~QCutrlx
Coun\tywldc Holt".c Loan
581 Anden;:...n'T'lrive Builrli"J (1 )n:i ~I/Jn-:- PitPl:huTcrh
4"lOTnnc1h:.ROatJ. M~ch;mj'ib\.lri;, PA 170~O
'PA. 1 ~220
4t,S
.ttIH....,....r!"ttJ 'fJ:lr. I....,. Dille bv .."lIlr h l!ld~.lIne'"
~
! A~.LlIlt!'n.P'I'1I ro~
~!.Q&.'~I.....I!I"
'1n'f e"lIlZY. h.ne 02JO~/()2 II!I J.2/~~/O:;;:
\-~ t::.,;n...."'I"TIlItQ,!l C~lQ5~~r. 06/30,/02
~;. 1Q........rr._l'. 02/C5/02.Cl 03/31/0.2
ae...... nllltt I'''' ....1'.. '~rI\.'l'l"''''''
!
1-
~,
245. 32 4Q7
459...2'3 4"11.
~4.7S oI!!'}O
r'''Iv'lrl...., I:2Y/!!-r.
~2/C~/02,r~~/3~/Q2
02/0S/021~oe/3Q/o~
02/a5/a2\",C~/~~/02
24S.~2
4'JI..23
14. .'G
C:~rt'.,I.......
R..~n_l T~~'"
1;.........fT......
, 110
~
~~ o.RO.!llS..AMO~~~
O.~~TS ~Arn ~'" Oq ON !!1iJ:! AI"':
"'0. D..".....il ~~ I!>JlI'7>j!lal m.e.~
~ .,,""'~, .~."., 01.'." ,,,"., :
~ it.I."',. _.~ '"-,,,,,-'Uq)." " I
f~ ~,_"""~_",,J
~_e'...~. '::"'
;,t1 l"':f'<\if'l\::f.JIIIol_
~1 ~ ,sl!lhQ:Q.l..1:a....
"'0
i!I"1
!l.p
;J.<\O ,71!L3;l..
1.45 "'oc.0:a:
..:>~.O...O,cO
01 '1= T~ .9EL_I!IiI!'
scO ~1=!:'J\)S:TIO,,".!!I IN AMOUNT r'\' lP TO S- q...'ii.a....---
50\ 1i,,1'f'.At o.."!:,,.iL~... 1"l.e.ll'Ucllo,:",,)
'~'ln., ;:t..II'. .,...t.:hol~~!1l~
.0;"3 S"'~UUlU'I\U..~,..II...
~ ::::~l~~nr !!
I ~ -:~.~. ,,,.~,o..'" ..,-
J I'IH'l '''I'v'lrl'NT..tVa..
~.GJ1 (":o,,"I..U,......
1'1'"2 !f;~n!:]oQ!!,'l"."
-"~~
"Ill!
~:~
~'I.l!.
s.:
111_
~.~1!L03
...oJ.>
2J4
7' '!I
,'s.
~~7
'1~
H;~
I ~nn
:ilQ1
"'1I~
I
Tp'l'AL PAlO BVIFpR ..O"=~ ~
eA,.BH A'T" !iI~"'" '!:1'.1~ TO I!OP\A. \lVP..n.
COO" .~""., .," "om,,::::: :";,. '~~' I
r.......'llUnelJ..'..'ul,l"'.....tf .a o' :to.. 01
c.AsH e~!,)M JIii.;<'!tt'llCWE" I
~~ '
:~~ :::;:~~~~:~~~,~E~:"~:~;;j~;c:.~
J..::..S.O.3
''',000,001
14$:3"00.$2
1'3 QOO.OO
ia(J2 1......r"'rl"...~I...,!t"......'..fIll1'\6!~O.
14C."7~D.3~
:".'l.~S.O$
,JC3
:1..L 3~c. e.:2
eo:.'! CA~\.;,.O SE. L'P"'N
.13$, '04.20
Tl~lIlEx"r\}~'" "~~ltnlHlld 5)'.!llom PrlrlltHI O:lmS/~:'l7. t.'- \4:32
JtU.V.l"H.:D~l ()(8~)
.
Schedule B
Stocks & Bonds
COMMONWEAL T1-t OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Freedman, Ruth R.
: FILE NUMBER
21 - 01 - 00499
All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
I Motorola Corp. Stock 196.80
2 Pepsico Stock 224.70
3 ITotal Return Trust (TRFCX) 1,130.88
4 'Waypoint Stock 13,284.00
5 'Vanguard Wellesley Income Fund 4,157.41
Schedule B TOTAL
$18,993.79
ESTATE OF
'*
Schedule E
Cash, Bank Deposits, & Misc. Personal
Property
I FILE NUMBER
I 21-01-00499
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
I
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
- ---
- -----..-------
Freedman, Ruth R.
DESCRIPTION
Certificate of Deposit (First Union #247412056316702)
Including Accrued Interest of$25.93
2
Certificate of Deposit (First Union #247412056316701)
I(ncluding Accrued Interest of $25.93)
First Union Savings Accunt (#1010041727221)
IFirst Union Checking Acconnt (#8474)
IFederal Tax Refund
Waypoint Stock Dividend
Nationwide Automobile Insurance Refund
3
4
5
6
7
8
Members First Savings Acconnt (#152381-00)
(Including Accrued Interest of $.29)
Members First Certificate of Deposit (#152381-59)
(Including Accrued Interest of $1.82)
Members First Certificate of Deposit (#152381-71)
(Including Accrued Interest of $7.88)
IMembers First Certificate of Deposit (# 152381-72)
I(lncluding Accrued Interest of $1.37)
'Members First Certificate of Deposit (#152381-77)
{Including Accrued Interest of$11.81)
Members First Certificate of Deposit (#152381-75)
(Including Accrued Interest of $8.15)
Members First Certificate of Deposit (#152381-76)
{Including Accrued Interest of $8.15)
'Members First Certificate of Deposit (# 152381-79)
(Including Accrued Interest of $11.58)
Members First Certificate of Deposit (#152381-80)
(Including Accrued Interest of $14.66)
Members First Certificate of Deposit (#152381-82)
I(Including Accrued Interest of$IO.92)
9
10
11
12
13
14
] 5
16
17
VALUE AT DATE OF
DEATH
2,115.21
2,115.21
281.13
6,491.70
300.00
102.00
24.50
620.47
1,853.14
7,532.21
1,348.86
11,311.31
7,916.46
7,913.77
11,598.97
14,145.34
10,601.68
Schedule E TOTAL
$122,243.56
ESTATE OF
'*'
Schedule E
Cash, Bank Deposits, & Misc. Personal
Property continued
FILE NUMBER
21 - 01 - 00499
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlY-<lwned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
18
19
20
21
22
0'
-,
24
25
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETA,XRETURN
RESIDENT DECEDENT
Freedman, Ruth R.
DESCRIPTION
Members First Certificate of Deposit (#152381-84)
(Including Accrued Interest of$17.53)
Members First Certificate of Deposit (#152381-85)
(Including Accrued Interest of$17.56)
!Waypoint Bank Certificate of Deposit (#1800013065)
'(Including Accrued Interest of$53.14)
Refund - Merck-Medco Rx Services
'Refund - COllntv Taxes
Refund - School Taxes
Refund - Sewerrrrash
Miscellaneous personalty (see attached)
VALUE AT DATE OF
DEATH
15,516.25
15,542.12
2,736.92
8.00
245.32
459.23
14.76
1,449.00
page 2 of schedule E
ESTATE OF RUTH FREEDMAN
LOCATION ITEM DISPOSITION VALUE
Kitchen Table and \we chairs Auction $25.00
Dishes Auction $25.00
Toaster Auction $5.00
Pots/oans Auction $20.00
Utensils Auction $10.00
Microwave oven Familv $20.00
Stove, RefrtOerator, Dish washer Sold with house Inc'l in sale
Uving room Sofa Familv $25.00
2 Wino backed chairs Family $50.00
Coffee table Familv $25.00
Television Family $25.00
Recliner chair Family $25.00
End tables and lamps Family $25.00
Bedroom 1 SinGle bed with frame Family $25.00
2 Dressers Familv $50.00
Niaht stand with lamo FamilY $10.00
Clock radio Auction $10.00
Sittinaroom Hutch Family $25.00
Rockino chair FamilY $10.00
DIY sink FamilY $50.00
LamriS" Auction $25.00
End tables and lamos Family $25.00
Bedroom 2 Single bed with frame FamilY $25.00
2 Dressers Auction $100.00
Lamps Auction $2.00
Television Family $2.00
Basement Washer and drYer Sold with house Inc'l in sale
2 Chairs Auction $10.00
Dining room Table and chairs Sold with house Inc" in sale
Cabinet Sold with house Inc'1 in sale
Personal Clothing Given to Salvation Annv $0.00
Weddino rinos Familv $500.00
Costume iewlelY Auction $100.00
Various wall hanoi",,!; loictures) Auction $100.00
2 teleol1ones Given to Salvation Annv $0.00
Books Given to Salvation Anny $0.00
Family DhotooraDhs Family $0.00
VCR (broken) Trash $0.00
Small stero Given to Salvation Ann" $0.00
VllIeo ta""-~ Given to Salvation Annv $0.00
Audio taces Given to Salvation Annv $0.00
Sheets and towels Given to Salvation Armv $0.00
Gold banole bracelet Family $100.00
TOTAL $1,449.00
*'
Schedule F
Jointly-Owned Property
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Freedman, Ruth R.
FILE NUMBER
21 - 01 - 00499
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A Cheryl Lentz
ADDRESS
RELATIONSHIP TO DECEDENT
B Robin Cole
1890 Lamb's Gap Road
Mechanicsburg, P A 17055
1370 Swope Drive
Boiling Springs, P A 17007
1890 Lamb's Gap Road
Mechanicsburg, P A 17055
Daughter
Daughter
C Frank E. Lentz, IV
Grandson
JOINTLY OWNED PROPERTY
Letter Date Description of Property %of Date of Death
Item for Joint Made Include name of financial institution and bank account number Date of Death Deed's Value of
Number Tenant Joint or similar identifying number. Attach deed for jointly-held real Value of Asset Interest Decedent's Interest
__ estate.__________ _____________n -.--- - - -------
A,B 5/4/2000 Members First Certificate of Deposit (#152381-81) 5,568.17 33%, 1,837.50
(Including Accrued Interest of $6.03)
2 C 10/5/2000 Members First Certificate of Deposit (#152381-83) 520.511 50%1 260.26
(Including Accrued Interest of $.59)
3 A,B 3/4/98 IMembers First Savings Account (#174321-00) 52.441 33%1 17.31
l(lncluding Accrued Interest of $.02)
4 A,B 3/4/98 !Members First Certificate of Deposit (#174321-40) 10,376.26 33% 3,424.17
(Including Accrued Interest of $1 0.04)
5 A,B 3/2712000 Members First Certificate of Deposit (#174321-43) 1,765.53 33% 582.62
(Including Accrued Interest of $1.61)
6 F 6/2/98 Members First Savings Account (#176281-00) 52.441 50% 26.22
'(Including Accrued Interest of $.02)
7 F 612198 Members First Certificate of Deposit (# 176281-40) 6,660.63 50% 3,330.32
(Including Accrued Interest of$6.65)
I
8 F 11/4/98 Members First Certificate of Deposit (#176281-41) 570.61 50% 285.31
I(lncluding Accrued Interest of $.57)
9 D 6/2/98 iMembers First Savings Account (#176282-00) 52.44' 50%1 26.22
(Including Accrued Interest of$.02) i
10 D 612198 Members First Certificate of Deposit (#176282-40) 6,660.63 50%1 3,330.32
(Including Accrued Interest of$6.65) ,
11 D 1114/98 IMembers First Certicate of Deposit (#176282-41) 570.61 50% 285.31
(Including Accrued Interest of $.57)
Schedule F TOTAL 1 31,969.08
I
'* Schedule F
COMMONWEALTH OF PENNSYLVANIA Jointly-Owned Property
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Freedman, Ruth R. 21 - 01 - 00499
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
------..-- --------.--
JOINTLY OWNED PROPERTY
Letter Date Description of Property %of Date of Death
Item for Joint Made Include name of financial institution and bank account number Date of Death Deed's Value of
Number Tenant Joint or similar identifying number. Attach deed for jointly-held real Value of Asset Interest Decedent's Interest
estate.
12 E 6/2/98 !Members First Savings Account (#176285-00) 52.44' 50%i 26.22
l(Including Accrued Interest of $.02)
13 E 6/2/98 'Members First Certificate of Deposit (#176285-40) 6,660.63' 50% 3,330.32
(Including Accrued Interest of $6.65)
14 E 11/4/98 Members First Certificate of Deposit (#176285-41) 570.61 50% 285.31
(Including Accrued Interest of$.57)
15 E 1/20/99 Members First Certificate of Deposit (# 176285-42) 1,122.13! 50% 561.07
(Including Accrued Interest of $.93) ,
16 C 6/2/98 'Members First Savings Account (#176286) 52.44 50%, 26.22
'(Including Accrued Interest of $.02)
17 A,B 4/14/98 Members First Certificate of Deposit (#174321-42) 7,470.99' 50% 3,735.50
(Including Accrued Interest of$6.83)
] 8 C 5/29/98 'Vanguard STAR Fund (85.951 shares@ $17.18 per 1,476.64 SO%i 738.32
share)
19 A,B 2/27/98 Vanguard Wellington Fund (264.624 shares@$28.89 7,644.99 33%1 2,522.85
per share)
20 C 9/17/99 Waypoint Bank Cetificate of Deposit (#1800012962) 1,090.061 50% 545.03
(Including Accrued Interest of$19.69) 1
21 A 12/15/99 115 Shares Waypoint Bank 1,237.05 50%, 618.53
12 A,B 2/5/96 1033.106 Shares of Templeton Growth Fund - Class C 18,709.55 33%1 6,174.15
!(Account #201-61732) ,
page 2 of schedule F
Estate of Ruth R. Freedman
Surviving Joint Tenant's
Name.
D Ashley T. Lentz
E Joshua F. Lentz
F Bradley H. Lentz
SCHEDULE F (Continued)
JOINTLY OWNED PROPERTY
Address
1890 Lamb's Gap Road
Mechanicsburg, P A 17055
1890 Lamb's Gap Road
Mechanicsburg, P A 17055
1890 Lamb's Gap Road
Mechanicsburg, P A 17055
21-01-00499
Relationship to
Decedent
Granddaughter
Grandson
Grandson
'*
Schedule G
Inter-Vivos Transfers &
Misc. Non-Probate Property
I
I FILE NUMBER
,
21 - 01 - 00499
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Freedman, Ruth R.
This schedule must be completed and filed if the answer to a~of !J!Iestion 1 through 4 on the reverse side of REV-1500 COVER SHEET is y.es.
- ___________n_________ __on - - - - ------rn-- - I __ _____u__, -
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH I % OF I
Include Ihe nama of the transferee, their relationship to decedent and the date of transfer I DECO'S i EXCLUSION I TAXABLE VALUE
NUMBER Attach a copy of the deed for real eslate. VALUE OF ASSET! INTEREST' (IF APPLICABLE)
Lutheran Brotherhood Flexible Premium Deferred Arumity 6,266.46 100% 6,266.46
(Policy Number B3143786)
Schedule G TOTAL
$6,266.46
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Freedman, Ruth R.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
FUNERAL EXPENSES
Musselman Funeral Home
2 Open Grave
i
3 !Flowers
4 funeral Luncheon
5
Schedule H
Funeral Expens:s &
Mninislrative Costs
I FILE NUMBER
u 21-01-00499
DESCRIPTION
B. ADMINISTRATIVE COSTS
Personal Representative's Commissions
Cheryl Lentz and Robin Cole
Social Security Number{s) I EIN Number of Personal Representative(s):
Street Address 1890 Lamb's Gap Road
City Mechanicsburg State P A
Year(s) Commissions paid
Zip 17055
2
Beckley & Madden
Attorney Fees
3.
Family Exemption (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
State
ZI P Code
4
City
Relationship of Claimant to Decedent
Probate Fees Probate Fee
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
The Patriot-News
The Cumberland Law Journal
iDeath Certificates
:Moving expenses from Nursing Home
Pennsylvania Power and Electric Company
Schedule H TOTAL
AMOUNT
7,540.00
760.00
208.00
380.98
none
13,000.00
none
337.00
167.10
75.00
37.00
225.00
160.66
40,088.81
*'
Schedule H
Funeral ExpenSES &
MninislratiYe Cos1s continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Freedman, Ruth R.
!Pennsylvania-American Water Company
'IShiPley Energy
,Lawn Maintenance
!Repairs to Furnace
jNationwide Insurance
Hampden Township (water/sewer)
Register of Wills (Short Certificates)
Telephone Tolls
Postage
'Photocopy Charges
Estimated Closing Costs
Real Estate Transfer Tax
Notary Fees
County Taxes
Repairs to Furnace
jRepairs to House in anticipation of sale of real estate
!Kenneth Waggoner - Repairs to Chimney
!Filing Fee - Inheritance Tax Return and Inventory
I FILE NUMBER
I 21-01-00499
98.89
158.49
210.00
301.95
2]9.00
210.00
12.00
1.71
65.00
200.00
2,000.00
700.00
8.00
407.03
1,500.00
10,000.00
1,075.00
31.00
page 2 of schedule H
*'
Schedule I
Debts of Decedent, Mortgage
Liabilities, & Liens
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Freedman, Ruth R.
I FILE NUMBER
21 - 01 - 00499
ITEM DESCRIPTION AMOUNT
NUMBER
I Susquehanna Internal Medicine 133.83
2 Moffit Vascular Group 17.75
3 Comfort Care 57.45
4 Holy Spirit Hospital 9.18
5 Occupation Tax 9.80
6 Bridges At Bent Creek 61.65
7 Moffit, Peas & Lim 27.73
8 Kathryn Fetrow (real estate taxes) 1,125.12
9 200 I Estimated Income Tax 300.00
Schedule I TOTAL
$1,742.51
'.
Schedule J
Beneficiaries
COMMONWEALTH OF PENNSYlVANlA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Freedman, Ruth R.
FILE NUMBER
21 - 01 - 00499
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO
DECEDENT
Do.NQtLislIruste.e!J.l
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Chery I Lentz
1890 Lamb's Gap Road
Mechanicsburg, Pennsylvania 17055
,
IDaughter
2 Robin Cole
1370 Swope Drive
Boiling Springs, Pennsylvania 17007
I
IDaughter
I
3 Frank E. Lentz, IV
1890 Lamb's Gap Road
Mechanicsburg, Pennsylvania 17055
Grandson
I
IGranddaughter
4 Ashely T. Lentz
1890 Lamb's Gap Road
Mechanicsburg, Pennsylvania 17055
5 Joshua F. Lentz
1890 Lamb's Gap Road
Mechanicsburg, Pennsylvania 17055
Grandson
Ener dollar amounts for distributions sho~n ab~IJE3_9~__!~rl~~_!~J~r<?ug~._17, ~s appropriate, on Rev 1500 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
Schedule J TOTAL
AMOUNT OR SHARE
OF ESTATE
:50% or residue
i50% of residue
2,500.00
2,500.00
2,500.00
'.
Schedule J
Beneficiaries continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Freedman, Ruth R.
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
6 Bradley H. Lentz
1890 Lamb's Gap Road
Mechanicsburg, Pennsylvania 17055
FILE NUMBER
21 - 01 - 00499
RELATIONSHIP TO
DECEDENT
Do Not List Trulltee(s)
AMOUNT OR SHARE
OF ESTATE
Grandson
2,500.00
page 2 of schedule J
11lttst lIill ttnb @p,Stnmput
OF
RUTH R. FREEDMAN
I, RUTH R. FREEDMAN, of 4810 East Trindle Road, Mechanicsburg,
Cumberland County, Pennsylvania, declare this to be my Last Will
and Testament hereby revoking all prior Wills and Codicils.
ITEM I. I direct that the expenses of my last illness and
funeral be paid from my estate as soon as practicable after my
death.
ITEM II. I give, devise and bequeath my engagement and
wedding rings to my daughter, CHERYL F. LENTZ.
ITEM III. I give, devise and bequeath two white gold diamond
rings to my daughter, ROBIN F. COLE; one with 12 small diamonds,
the other with a diamond in the center surrounded by smaller
diamonds.
ITEM IV. It is my specific desire to treat my children as
fairly as possible. Therefore, I direct my children should equally
divide any remaining rings and other miscellaneous jewelry, ,which
their father had given me, knowing that he would be very pleased by
their acts.
ITEM V. I give, devise and bequeath the sum of Two Thousand
Five Hundred Dollars ($2,500.00) to the following:
a. My grandson, FRANK E. LENTZ, IV;
b. My grandson, JOSHUA F. LENTZ;
c. My granddaughter, ASHLEY T. LENTZ; and
d. My grandson, BRADLEY H. LENTZ.
ITEM VI. I give, devise and bequeath the rest, residue and
remainder of my estate, of every nature and wherever situate, in
the following manner:
a. one-half to my daughter, CHERYL F. LENTZ, or her
issue per stirpes; and
b. one-half to my daughter, ROBIN F. COLE, or her issue
ITEM VII.
per stirpes.
I nominate and appoint my daughters, CHERYL F.
LENTZ and ROBIN F. COLE, as Co-Executor's of this my Last Will.
ITEM VIII. I direct that my Executrix shall not be required
to give bond for the faithful performance of her duties in any
jurisdiction.
ITEM IX.
I direct that all taxes due at my death or as a
consequence of my death shall be paid from my residuary
estate.
I~ WITNESS WHE~have h:reunto set my hand and seal this
the ;,f-iflf day of( z:::~ ' 1998.
~ 1i:fi<'R</dc#~
RUTH R. F EDMA
//
/
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
/") , ~ r;J
. We ~ 1){\1.. k t(epciYIAf)
t(rIS+IP L. Sln\ftc
~
, the
testatrix and witnesses, respectively, whose names are signed to
the forgoing instrument, being first duly sworn, do hereby declare
that the testatrix signed and executed the instrument as her Last
Will and that she had signed willingly, and that she executed it as
her free and voluntary act for the purposes therein expressed, and
that each of the witnesses, in the presence and hearing of the
testatrix, signed the Will as witness and that to the best of the
witnesses' knowledge, the testatrix was at' the time eighteen years
of age or older, of sound mind and under no constraint or undue
influence.
0nqi..iA~, J ~7
j?-6r 1< no IJ (!. N'6 t-- I?{
Sh~f~< ~ /)1) Vl It>. -
WITN '
6000 Linglestown Road
P.O. Box 6656
Harrisburg, PA 17112
On this, the
'.1 ('r\i'\
c~ /1 day of
(lR ."("I/"{),, t, ( r-.
" If . I" \ I '. .
-..'" / \...{ I v
I 1998
before a Notary Public, the undersigned officer, personally
appeared,
Marion E.
MacIntyre,
Esquire,
known to me or
satisfactorily proven to be a member of the Bar of the Supreme
Court of Pennsylvania, and certified that she was personally
present when the foregoing acknowledgement and affidavit were
signed by the testatrix and witnesses.
IN WITNESS WHEREOF, I have hereunto set my hand and official
seal.
, I'
, ,
{(' " II ( I .
I '" I j \
. I \/ \ . 'h/ ( (
Y.JJ'ft /') I~))( 1)/, .i,
NOTARY' P,uBLIC
I
NOTARIAL SEAL
KRISTlE l. SHIRK N
CIty Of HarriSburg' 0 otary PUblic
My C!'rnrnissron ev~. aUDhm County
- ----.. --:., !~~_~~~y_~, 1999
---