HomeMy WebLinkAbout01-0568
PETITION FOR PROBATE & GRANT OF LETTERS
Estate of JEAN M. REISINGER
also known as
, deceased.
No. 21-01- 5'8"
To: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
Social Security No,
207-22-0170
The Petition of the undersigned respectfully represents that:
Your Petitioners, who is 18 years of age or older and the Executor named in the Last Will of the above
decedent dated Mav 8 , 1981, and codicils dated none, 19---=. The Executor
named none died . Renunciations for
none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 1122 Redwood Drive, Carlisle BorouQh
Decedent, then ~ years of age, died June 6 ,2001, at Carlisle Hospital.
Carlisle, PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
1122 Redwood Drive, Carlisle BorouQh, Cumberland County
$25,000.00
$
$
$75,000.00
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
"Dffil') ood Re';deoool') of Pel;'ooo<(,)
~V.~
David V. Reisinoer
802 Dunbar Road
Carlisle, PA 17013
717-243-4627
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
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 representative of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed gvd subscribed
before me this _ /.5 cay of
June ,2001.
[) , .
Da~
''mali. ~ pu .(I.a.~.'LDi~Op'L1
Register
/0 - :) 3 7- /
~o. 21-01- 568
Estate of
TEA~ M. REISI~GER , deceased.
DECREE OF PROBATE & GRA~T OF LETTERS
AND NOW, June 18 . 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
Mav 8, 1981 described therein be admitted to probate and filed of record as the
Last Will of Jean M. Reisinqer ; and Letters Testamentary
are hereby granted to David V. Reisinqer
'fYYL+~,1.~dU,L, /1 t2..~~./JJ., DV--~{~
Register of Wills
FEES
Probate, Letters, Etc. . . . . . . . $ 200,00
Short Certificates(-2- ) . . . . $ 6.00
Renunciation(s) ....... . . . . $
JCP . . . . . . . . . . . . . . . . . . . . $ 5.00
Other Will Paqes (-3-) .... $ 9.00
TOTAL: .... $ 220.00
Filed. .J.~1-fF; .ta" ~PP.1.............
IRWIN McKNIGHT & HUGHES
Douqlas G. Miller, Esquire (83776)
ATTORNEY (Sup. Ct. 1.0. No.)
60 West Pomfret St., Carlisle. PA 17013
ADDRESS
717-249-2353
PHONE
CALLED ATTORNEY JUNE 18, 2001
LAST WILL AND TESTAMENT
21-01-568
OF
JEAN M. REISINGER
I, JEAN M. REISINGER, a domiciliary of the Commonwealth of
Pennsylvania, being of sound and disposing mind and memory, do hereby
make, publish am declare this instrument to be my LAST WILL AND
TESTAMENT. I hereby revoke any and all wills and codicils heretofore
made.
I
IDENTIFICATIONS AND DEFINITIONS
I have two children, DEBRA K. REISINGER COOKE and DAVID V.
REISINGER. References in this Will to "my Children" include two
children and any other lawful children born to or adopted by me.
The following definitions obtain in any use of the terms in this
Will:
1. "Descendants" means the immediate and remote lawful,
lineal descemants of the person referred to, and it means
those descemants in being at the time they must be
ascertained in order to give effect to the reference to
them, whether they are born before or after my death or of
any other person. The persons who take under this Will as
Descendants shall take by right of representation, in
accordance with the rule of per stirpes distribution am
not in accordance with the rule of per capita
distribution. Persons legally adopted when under the age
of fourteen years shall not be differentiated from blood
descendants for any purpose.
2. "Survive me" is to be construed to mean that the person
referred to must survive me by thirty days. If the
person referred to dies within thirty days of my death,
the reference to him shall be construed as if he had
failed to survive me.
3. As used in this Will, the words "Executor," "he," "him,"
"his," and the like shall be taken as generic and
applicable to a natural person of either sex or a
corporate person or other legal entity.
II
PAYMENT OF DEBTS AND TAXES
I direct my Executor to pay the following as soon after my death
as may be practicable:
1. All of my just debts and the eXPenses of my last illness,
funeral and of the administration of my estate; but my
Executor need not accelerate and pay those unmatured
obligations which, in his opinion, it might be proper and
more advantageous to retain or renew and pay as they
become due and payable.
2. All inheritance, transfer, estate and similar taxes
(including interest and penalties) assessed or payable by
reason of my death, on any property or interest in my
estate for the pUrPOse of computing taxes. My executor
shall not require any beneficiary under this will to
reimburse my estate for taxes paid on property passing
under the terms of this will.
III
RESIDUARY ESTATE
A. I define "my Residuary Estate" as all of my property after the
payment of debts and taxes under Article II above, including real and
personal property, whenever acquired by me, property as to which
effective disposition is not otherwise made in this Will or by
operation of law, and property as to which I have an option to
purchase or a reversionary interest, but excluding property as to
which I have no interest other than a power of appointment.
B. My Residuary Estate is to be divided equally between my son,
DAVID V. REISINGER, and my daughter, DEBRA K. REISINGER COOKE.
IV
APPOIN'IMENT OF EXOCU'l'OR
I nominate and appoint my son, DAVID V. REISINGER, as Executor of
this my LAST WILL AND TESTAMENT. If DAVID V. REISI~ER is unable or
unwilling to serve in this capacity, I appoint my daughter, DEBRA K.
REISI~R COOKE, to serve instead. I request that my Executor be
permitted to serve without bond or surety thereon. I authorize my
Executor to do any and all things which in his opinion are necessary
to complete the administration and settlement of my estate, including
full right, power and authority, without the order of any court and
upon such terms and under such conditions as my Executor shall deem
best for the proper settlement of my estate; to bargain, sell at
public or private sale, convey, transfer, deed, mortgage, lease,
exchange, pledge, manage and deal with any and all property belonging
to my estate; to compromise, settle, adjust, release and discharge
any and all obligations or claims in favor of or against my estate;
and to borrow money for the payment of inheritance and estate taxes
or for any other purpose. Without in any way limiting the scope of
the powers enumerated herein of my Executor, I hereby specifically
give to him full power to retain any and all securities or property
owned by me at the time of my decease whenever, in his absolute and
uncontrolled discretion, such a course shall seem to him to be best,
without liability for depreciation or loss, and free from investment
restrictions incident to executorship, whether imposed by common law
or statute. In the execution of his duties and powers as Executor he
shall have the power to comply with all legal requirements as to the
execution and delivery of deeds and all other writings, documents or
formalities without the order of any court; and he shall furnish a
statement of receipts and disbursements at least annually to each
person then entitled to receive income or property from my estate.
IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania,
this
~'nt '
. . . . . .. day of ...... ~ . . . . . . . . . . . ., 1981,
set my hand and
seal to this my LAST WILL AND TESTAMENT consisting of three (3)
typewritten pages.
(7~ .71!:. ~r.. (SFJIL)
~:M. REISINGER, Testator
Signed, sealed, published and declared by the Testator, JEAN M.
REISINGER, as and for her Last Will and Testament, in the presence of
us, who, at her request, in her presence and in the presence of each
other, have hereunto subscribed our names as witnesses.
NAME ,
. :&cf!.~. /;./!l!!ad!.....
.{J~!.~.~...
t~..!?:..I;?~...
ADDRESS
1I.!j.~?-1X-..(~rh2..~.~P4 I )o,~
.J.? i).":t. ~.~L/!....
!.s: y. ?~~. &. t?d~~/!!! / ? 6 / "3
Acknowledgment
CQMM)NWEALTH OF PENNSYLVANIA} ss:
COUNTY OF CUMBERlAND }
I, JEAN M. REISIl'l;ER, Testator, whose name is signed to the attached
or foregoing instnnnent, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as my Last
Will; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
Sworn or affirmed to and ackj}owledged befo..H~,?~.Jf by JEAN M.
REISINGER, the Testator, this .~.~. day of .([t..r........., 1981.
/'l \h,~,"
, /// ...t~
. .../~.. ..... ~~q.'''.'....
.' ~
JE1<N M. REISINGER,
Testator
( SEAL)
IIJ l ((. ,il /
A{~...~~.........
Notary Public
Affidavit
GIor~ A. Gab
North Middleton T ner, Notary PUblic
My Co' wp., Cumbert d
M mmlssion E' an C0Ct1lty
ember, FItf.,1SY/VatJia xp'~es Feb, 5, 1983
AssocliltlOn af """ ','
f'~,,,,,ll.!
CQMM)NWEALTH OF PENNSYLVANIA) ss :
COUNTY OF CUMBERIAND }
We, . fJ1i2'~~a~e ~ /!;'. (i}!/!~.~~.., .tJ.JX (~/f!:~.. ~/C//Xf~., and
r:Ll'€Mc:/1I ;<bHpS th 't h ' d t th
~~........ .. .........., e Wl nesses w ose names are slgne 0 e
attached or foregoing instrument, being duly qualified according to law,
do depose and say that we were present and saw Testator sign and execute
the instrument as her Last Will; that JEAN M. REISINGER, signed willingly
and that she executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the
Testator signed the will as witnesses; and that to the best of our
knowledge the Testator was at that time 18 or more years of age, of sound
mind and under no constraint or undue influence.
S ff'rmed nd b 'bed bef b fYI,'ct.a.eief11/LLare(
worn or a 1 to a su scn to ore me y... ~ . ~ . . . ..
. .. .. . .. . ., A~~1. e.. .I.tf.~. ~t9.<<.~ ~.. ., and 9.rff?H ~~. ...... . .1.,L;ff;~
witnesses, this ~:~. day of '~~'J"""""", 1981.
. . rf.# (r!J.t!fod. . . . . .
~~..~~
~..(?.B?ff~.
WITNESS
~.0J4t.~.......
Notary Public
(SEAL)
Gloria A. Gabner, Notary PutHlc
North Middleton Twp., Cumberland County
My Commission Expires Feb. 5, 1983
Member, P.tIasylvdl1f3 AsstlciatiOll a/ tk.1:,a
Q
CERTIFICATION OF NOTICE UNDER RULE 5.6(a}
Name of Decedent:
JEAN M. REISINGER
Date of Death:
June 6. 2001
Estate No.:
21-01-0568
To the Register:
I certifY that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on July 25.2001
Name
Address
David V. Reisin er
Debra K. Cooke
802 Dunbar Road Carlisle P A 17013
1297 Will Geor e Road East Fairfield. VT 05448
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none.
Date:
07/25/01
~/ A. IUiJk,
Signatu e .
IRWIN, McKNIGHT & HUGHES
Name Douglas G. Miller. Esquire
Address 60 West Pomfret Street
Carlisle. PA ]7013
Telephone 01 7) 249-2353
Capacity;
Personal Representative
x
Counsel for Personal Representative
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
NO. CD 000236
MILLER DOUGLAS G
60 WEST POMFRET STREET
CARLISLE, PA 17013
-------- fold
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
ESTATE INFORMATION: SSN: 207-22-0170
FILE NUMBER: 21-2001- 0568
DECEDENT NAME: REISINGER JEAN M
DA TE OF PAYMENT: 09/06/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/06/2001
101 I $5,200.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$5,200.00
REMARKS: DOUG MILLER ESQUIRE
CHECK#17864
SEAL
INITIALS: VZ
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
Inventory of the real and personal estate of
JEAN M. REISINGER
deceased
1. 1122 Redwood Drive, Carlisle Borough, Cumberland County, PA.
85,000 00
2.
Public Sale Proceeds . . . .
TOTAL. . . . . . . . . . . . . . . . . . .
~r\
;...f ~ .;
:::; (t,'
::5:
r']<u
~
""Ti
rll
CD
N
--.J
~-"';;:!
0..]
0\
2,349
25
87.349 25
"7' :ti
;':' 'J
&
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
'!
j
55:
David V. ReisingeF____
according to law, deposes and says that he is the Executor ___
______~__ of the Estate of Jean M. Reisinger
late of ___t:J-H~__Bo!"ougl1_~CC(lrli~l~m , Cumberland County, Pa., deceased and that the
within is an inventory made by ___ David V. Reisinger_____ _____, the said Executor
of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
being duly
sworn
Sworn
and subscribed before me,
~~~J{;ecutor
_802~unbar Road
------------..-'-.- .. '\
t' ....- ___.,e,.c,'o
huLd,', . ,.cJ. f)llbl'"
N '11 ar\1 ,. 1l...,
J3cqueiin." 1-. "',
("~JCi\~~,:(": Bure '" "\ ~
'').,l ' '. , (;:01" FX'-)lr8s 1\~4~_~ !',: " \
~i~Y \ >,ornmlS'J' I - ~ _.._..:....~^~,,~.n~.~~.~'~"
Date of Dea -:.....:.....----- I ar~fi~'csO~;.1wJ:. 0; J\iOb:.C',
','(Or~h'\r l>erlll~Y , D '
l"~.""" , ay
Carlis~ PA 17013
Address
06
2001
Month
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949,
I
ill I
.-11 ill
u), H CI)
'M' 'M ~
';jl .,; ;:l ;:I::
>- 0
~ ~ Gl U) i=l
~ w '"
~ ~ W ItJ W ;:I::
>- w -<( 0 Q)
co ex: a.. ~ Z u <.<:l
\0 0 c.n H Q) Gl H
L1") 0 w w CI) 0 01 ill >- H
~ ItJ Gl
0 l- I a.. H a.. .-1 c ;:I::
I ~ -I 1.1.. W ItJ .-1 .. 0
...... Z -<( 0 ~ ~I a.. 'M 0 H
0 1.1.. -I ;:;:::e ~
w -<( w
I 0 ~ .;.. -<(
...... > Z ;:;:: +- C)
N Z 0 j:Q c 0 ;:;::
0 ?gj :::>
0 c.n Z ill 0
~ 0 U)
Z w -<( w ...c: - Cd Z
a.. ,.., +J "'U .-1 H
c: ~
ItJ ;:l
- -.: 0 H
0 Q) A
...c "'U ~
Q) E 0
+- Gl
ItJ :::> i.i: 0
-I 0 ICCl
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
MILLER DOUGLAS G
60 WEST POMFRET STREET
CARLISLE, PA 17013
____u__ fold
ESTATE INFORMATION: SSN: 207-22-0170
FILE NUMBER: 2101-0568
DECEDENT NAME: REISINGER JEAN M
DATE OF PAYMENT: 02/27/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/06/2001
NO. CD 000899
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $225.06
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: DOUGLAS MILLER ESQUIRE
CHECK#18296
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
$225.06
MARY C. LEWIS
REGISTER OF WILLS
/6 -02e3?- /
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
'02
DATE
ESTATE OF
DATE OF DEATH
,,,FILE NUMBER
!;/ eOONTY
ACN
11Pi~ 19
DOUGLAS C MILLER
IRWIN ETAL
60 W POMFRET ST
CARLISLE
ESQ
l~ ;;
Ccrr
PA 17013
04-15-2002
REISINGER
06-06-2001
21 01-0568
CUMBERLAND
101
'*
REY-1547 EX AFP 101-02)
JEAN
M
Allount Rellitted
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 ~
REY=is4-j-E3f-AFP--('OY:02Y-NOT'icE--OF-YNHEifiTitifcE-T'Ai-A-PPRA-isEi.fENT~--Ai:.iowitifcroR-------------- - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF REISINGER JEAN M FILE NO. 21 01-0568 ACN 101 DATE 04-15-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
} CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. "ortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/"isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
S. Total Assets
(l)
(2)
(3)
(4)
(S)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/"isc. Expenses (Schedule H)
10. Debts/"ortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(l0)
85,000.00
.00
.00
.00
2,349.25
37,351.30
23,751.20
(S)
20,559.78
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:
IS. Allount of Line 14 at Spousal rate (IS)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
IS. Allount of Line 14 taxable at Collateral/Class B rate (IS)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
126,638.69 X 045 = 5,698.74
.00 X 12 = .00
.00 X 15 = .00
(l9)= 5,698.74
1.253.28
(ll)
(l2)
(l3)
(l4)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
148,451.75
21.813 06
126,638.69
.00
126,638.69
IU:"'I:.Lr (+J A"OUNT PAID
DATE NU"BER INTEREST/PEN PAID (-)
09-06-2001 CDOO0236 273.68 5,200.00
02-27-2002 CDOO0899 .00 225.06
TOTAL TAX CREDIT 5,698.74
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF MILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Office
of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: l-8oo-36Z-Zo5o; services for taxpayers with special hearing and I or
speaking needs: l-8oo-447-3oZo (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z8loZl, Harrisburg, PA l7lZ8-loZl, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z806ol, Harrisburg, PA l7lZ8-o6ol
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-15ol) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57-) discount of
the tax paid is allowed.
The 157- tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (67-) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOZ are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
198Z Z07- .000548 199Z 97- .000Z47
1983 167- .000438 1993-1994 77. .00019Z
1984 117- .000301 1995-1998 97- .000Z47
1985 137- .000356 1999 77. .00019Z
1986 107- .000Z74 ZOOO 87- .000Z19
1987 97- .000Z47 Zool 97- .000Z47
1988-1991 117- .000301 ZOOZ 67- .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
(}
v
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
JEAN M. REISINGER
Date of Death:
JUNE 6. 2001
No. 21-01-0568
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 _ No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes X 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? X Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
Date: 6/3/02 s~ * ~
IRWIN, McKNIGHT & HUGHES
Douglas G. Miller. Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle. P A 17013
City, State, Zip
(717) 249-2353
Telephone Number
Capacity:
X
Personal Representative
Counsel for Personal Representative
~(
o
OFFICIAL USE ONLY
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I /y -- ~ 37- 1
REV-1S00 EX + (6-00)
CAPB
HpRL
EplO
CRAC
KOTK
ES
C P
o 0
R N
R 0
E E
S N
T
C
o
M
P
T U
A T
X A
T
I
o
N
FILE NUMBER
o
E
C
E
o
E
N
T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Reisin er Jean M.
DATE OF DEATH (MM-DD-YEAA)
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
465-98-7354
THIS RETURN MUST BE FilED IN DUPliCATE WITH THE
21-01-0568
NUMBER
CATE OF BIRTH (MM-DD-YEAR)
12/02/1930
NAM lAST, FIRS, AND MIDDLE INITIAL
REGISTER OF WILLS
S CIAL SECURITY NUMBER
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
3 (date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
(AttaCh copy of Will)
D 9. Litigation Proceeds Received
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a Living Trust
(AttaCh copy of Trust)
010. Spousal Poverty Credit 0 11. Election to tax under Sec. 9113(A)
(date of death between 12.-31-91 and 1-1-95) (Attach Sch 0)
"THISSECTIOll Must BE COMPU: I"". AUC;ORRESPONDENCE l CONF_TlAl TAX ~TlOftSHOU liE DIRECTSD"rO(
NAME COMPlE1E MAILING ADDRESS
DOll 1as G. Miller Es .
FlAM NAME. (If Applicable)
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
4 - 53
,. Real Estate (Schedule A) (1) 85,000.00 OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2) None
3. Closely Held Corporation, Partnership or (3) None
Sole-Proprietorship ~,
,"
4. Mortgages & Notes Receivable (Schedule D) (4) NjEi' 2 ::0
(\)
R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 2,349.;' 5:' r".~
E (Schedule E) """'"1
C fT1
A 6. Jointly Owned Property (Schedule F) (6) 37,351.30 t::J
P
I 0 Separate Bi\l\ng Requested t'o.,
T '-..j
U 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 23,751. 20
L (Schedule G or L) 'J
A ~
T B. Total Gross Assets (total Lines 1-7) (B) .- ,~. 148,451.75
I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 20,559.78 G.
0
N 10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule \) (10) 1,253.28
11. Total Deductions (total Lines 9 & 10) (11) 21. 813 . 06
12. Net Value of Estate {Une B minus Line 11} (12) 126,638.69
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Sub"ect to Tax (Une 12 minus Line 13) (14) 126,638.69
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or trans1ers under Sec. 9116(a){1.2.)
16. Amount of Line 14 taxable at lineal rate 126,638.69
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
x
X
X
X
o 0
.045
.12
.15
(15)
(16)
(17)
(lB)
(19)
0.00
5,698.74
0.00
0.00
5,698.74
Copyright (c) 2000 form software only The Lackner Group, Inc.
FormREV-1500 EX (Rev. 6~OO)
Decedent's Complete Address:
STREET ADDRESS
1122 Redwood Drive
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
5,698.74
5,200.00
273.68
Total Credits ( A + B + C) (2)
5,473.68
3. Interest/Penalty if applicable
O.lnterest
E. Penalty
Total Interest/Penalty ( D + E) (3)
4. If Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
8. Enter the total of Line 5 + SA. This is the 8ALANCE DUE. (58)
Make Check Payable to: REGISTER OF WillS, AGENT
0.00
0.00
225.06
0.00
225.06
":':""'ii,~,['~~~ii~~~~~~"f~~'i'~6tt6~i,~~',i~~~~~i~'~~i'~~"~~2i:~~'~~
1.
:ii;:<'
!l;:~:!l
'~~ii:f~'~::~~~:~:~~~:li~f~:~t3~:~~ii,,:,,"
Yes No
~~
Did decedent make a transfer and:
a. retain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest or .
d. receive the promise for life of either payments, benefits or care? . .
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? .
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN.
o
o
[RJ
[RJ
o
[K]
Under penalties of perJury, I declare that I have examined this return, including accompanying schedules and statements, and tethe bestef my knowledge and belief, it Is true,
correct aod complete. Declaration of preparer other than the personal representative is based on all Information of which preparer has any knowledge.
SIGNATUR~~~~O:~L~E ~O: F~L1NG RETURN _ _ _~Q?_i_~U~~_~~~~_~~;~_~~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __
~ Carlisle, PA 17013
IRWIN McKNIGHT & HUGHES
60 West Pomfret Street
- - -c~;:'i-isie-,- - PA - - i ;'-613- - - - - - - - - - - - - - - - - - - - - - - - - --
DATE
'2.-Z~-DZ.
SIGNATUREOF PREPARER OTHER THAN REPRESENTATIVE
DATE
For dates of deat 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 after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
(72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt 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 after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the 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% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
REV-1502 EX t (1-97)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENt DECEDENT
ESTATE OF FILE NUMBER
Jean M. Reisinger SS# 465-98-7354 06/06/2001 21-01-0568
All real property 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 willing seller, neither being compelled to buy or sell, both having reasonable
knowledoe of the relevant facts. Real property which is jointly-owned with rklht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 1122 Redwood Drive, Carlisle Borough, Cumbo County - settlement 85,000.00
sheet attached
TOTAL (Also enter on line 1. Recapitulationl $ 85,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (cl 1998 iorm software only CPSystems, Inc. Form REV-1502 EX (R~'1. '~971
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jean M. Reisinger SS# 465-98-7354 06/06/2001
Include the proceeds of litigation and the date the proceeds were received by the estate.
survivorship must be disclosed on Schedule F.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-01-0568
All property jointly-owned with the right of
ITEM
NUMBER
1 Public Sale proceeds
DESCRIPTION
VALUE AT DATE
OF DEATH
2,349.25
TOTAL (Also enter on line 5, Recapitulation) S 2,349.25
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV-1509EX +(1-97)
COMMONWEA.L TH OF PENNSYLVA.NIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jean M. Reisinger
SCHEDULE F
JOINTLY-OWNED PROPERTY
55/! 465 - 98 - 7354
06/06/2001
FilE NUMBER
21-01-0568
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
A.
SURVIVING JOINT TENANT'S) NAME
David V. Reisinger
ADORESS
802 Dunbar Road
Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
son
B.
c.
JOINTLY-OWNED PROPERTY:
lETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank DATE OF DEATH DECO'S. VALUE OF
account number or similar Identifying number.
NUMBER TENANT JOINT Attach deed for jointly- held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1 A 02/13/73 Members First Federal 4,113.43 50.00% 2,056.72
Credit Union, savings
2 A 04/14/89 Members First Federal 3,497.24 50.00% 1,748.62
Credit Union, checking
account
3 A 04/14/89 Members First Federal 67,091. 92 50.00% 33,545.96
Credit Union, investment
savings
TOTAL (Also enter on line 6, Recapitulation) S 37,351.30
(If more space is needed insert additional sheets of the same size)
Copyright (c:) 1996 form software only CPSystems, Inc:.
Form REV-1509 EX (Rev. 1-97)
REV~ 1510 EX + (1-97)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHER1TANCET/IIJ( RETURN
RESIDENT DECEDENT
ESTATE OF
Jean M. Reisinger
SSff 465-98-7354
06/06/2001
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
ITEM
NUMBER
1
DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE THEIR
RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER.
ATTACH ACOPYOFTHE DEED FOR REAL ESTATE.
Members First Federal
Credit Union, IRA - Debra
K. Cooke & David V.
Reisinger beneficiaries
EXCLUSION
(IF APPLICABLE)
%OF
DECD'S
INTEREST
DATE OF DEATH
VALUE OF ASSET
15,346.79
2
Members First Federal
Credit Union, IRA
Certificate - Debra Cooke &
David Reisinger
beneficiaries
8,404.41
TOTAL (Also enter on line 7, Recapitulation) S
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
FILE NUMBER
21-01-0568
TAXABLE VALUE
15,346.79
8,404.41
23,751. 20
Form REV-1510 EX (Rev. 1-97)
REV-1511 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Jean M. Reisinger
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
SSI! 465 - 98 - 7354
FILE NUMBER
21-01-0568
06/06/2001
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES,
Cremation Society
265.00
2
Organist
75.00
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EJN Number 9f Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
3.
Attorney's Fees IRWIN McKNIGHT & HUGHES
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
7,700.00
4.
Register of Wills
Probate Fees
220.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Cumberland Law Journal
estate notice publication
75.00
2
Donald K. Heishman, lawn care
260.00
3
McLaughlin Painting Inc.
1,025.00
4
Premier Carpet Care, cleaning
225.57
5
Register of Wills - filing fee
25.00
6
Roy Gottshall Auctioneer - commission
515.00
Total of Continuation Schedule(s)
10,174.21
TOTAL (Also enter on line 9, Recapitulation) $ 20,559.78
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 199610rm software only CPSystems, Inc. Form REV-1511 EX (Rev. 1.97)
Estate of: Jean M. Reisinger
Soc Sec #: 465-98-7354
Date of Death: 06/06/2001
Continuation of Schedule H-B7
(Other Administrative Costs)
Item
#
Description
Amount
7
Settlement charges
9,910.72
8
Steven W. Barrett Real Estate, appraisal fee
250.00
9
The Sentinel - Legal - estate notice publication
13.49
10,174.21
REV-1512 EX+(1-97}
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jean M. Reisinger
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSjf 465-98-7354
06/06/2001
FILE NUMBER
21-01-0568
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Borough of Carlisle, water/sewer
AMOUNT
94.43
2
Carlisle ALS
68.25
3
Masland Associates
10.00
4
Penn Power & Light Co.
339.66
5
Secco Inc.
repairs
740.94
TOTAL (Also enter on tine 10, Recapitulation) S 1,253.28
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jean M. Reisinger
SCHEDULE J
BENEFICIARIES
SSfJ 465-98-7354
06/06/2001
FILE NUMBER
21-01-0568
RELATIONSHIP 10 DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSONtS) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and
transfers under Sec. 9116(aX1.2)]
1
Debra K. Cooke
1297 Will George Road
East Fairfield, VT 05448
Daughter
1/2 remainder
2
David V. Reisinger
802 Dunbar Road
Carlisle, PA 17013
Son
1/2 remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU la, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S
(If more space is needed, insert additional sheets of the same size)
CopyrIght (e) 2000 form software only T he Laekner Group, Ine.
0.00
Form REV-1513 EX (Rev. 9-00)
LAST WILL AND TESTAMENT
OF
JEAN M. REISINGER
I, JEAN M. REISINGER, a domiciliary of the Commonwealth of
Pennsylvania, being of sound and disposing mind and memory, do hereby
make, publish and declare this instrument to be my LAST WILL AND
TESTAMENT. I hereby revoke any and all wills and codicils heretofore
made.
I
IDENTIFICATIONS AND DEFINITIONS
I have two children, DEBRA K.. REISINGER COOKE and DAVID V.
REISINGER. References in this Will to "my Children" include two
children and any other lawful children born to or adopted by me.
The fOllowing definitions obtain in any use of the terms in this
Will:
1. "Descendants" means the immediate and remote lawful,
lineal descendants of the person referred to, and it means
those descendants in being at the time they must be
ascertained in order to give effect to the reference to
them, whether they are born before or after my death or of
any other person. The persons who take under this Will as
Descendants shall take by right of representation, in
accordance with the rule of per stirpes distribution and
not in accordance with the rule of per capita
distribution. Persons legally adopted when under the age
of fourteen years shall not be differentiated from blood
descendants for any purpose.
2. "Survive me" is to be construed to mean that the person
referred to must survive me by thirty days. If the
person referred to dies within thirty days of my death,
the reference to him shall be construed as if he had
failed to survive me.
3. As used in this Will, the words "Executor," "he," "him,"
"his," and the like shall be taken as generic and
applicable to a natural person of either sex or a
corporate person or other legal entity.
II
PAYMENT OF DEBTS AND TAXES
I direct my Executor to pay the following as soon after my death
as may be practicable:
1. All of my just debts and the expenses of my last illness,
funeral and of the administration of my estate; but my
Executor need not accelerate and pay those unnatured
obligations which, in his opinion, it might be proper and
more advantageous to retain or renew and pay as they
become due and payable.
2. All inheritance, transfer, estate and similar taxes
(including interest and penalties) assessed or payable by
reason of my death, on any property or interest in my
estate for the purpose of computing taxes. My executor
shall not require any beneficiary under this will to
reimburse my estate for taxes paid on property passing
under the terms of this Will.
III
RESIDUARY ESTATE
A. I define "my Residuary Estate" as all of my property after the
payment of debts and taxes under Article II above, including real and
personal property, whenever acquired by me, property as to which
effective disposition is not otherwise made in this will or by
operation of law, and property as to which I have an option to
purchase or a reversionary interest, but excluding property as to
which I have no interest other than a power of appointment.
B. My Residuary Estate is to be divided equally between my son,
DAVID V. REISINGER, and my daughter, DEBRA K. REISINGER COOKE.
IV
APPOIN'IMENT OF EXOCU'TOR
I nominate and appoint my son, DAVID V. REISINGER, as Executor of
this my IAST WILL AND TESTAMENT. If DAVID V. REISINGER is unable or
unwilling to serve in this capacity, I appoint my daughter, DEBRA K.
REISINGER COOKE, to serve instead. I request that my Executor be
permitted to serve without bond or surety thereon. I authorize my
Executor to do any and all things which in his opinion are necessary
to complete the administration and settlement of my estate, including
full right, power and authority, without the order of any court and
upon such terms and under such conditions as my Executor shall deem
best for the proper settlement of my estate; to bargain, sell at
public or private sale, convey, transfer, deed, mortgage, lease,
exchange, pledge, manage and deal with any and all property belonging
to my estate; to compromise, settle, adjust, release and discharge
any and all obligations or claims in favor of or against my estate;
and to borrow money for the payment of inheritance and estate taxes
or for any other purpose. without in any way limiting the scope of
the powers enumerated herein of my Executor, I hereby specifically
give to him full power to retain any and all securities or property
owned by me at the time of my decease whenever, in his absolute and
uncontrolled discretion, such a course shall seem to him to be best,
without liability for depreciation or loss, and free from investment
restrictions incident to executorship, whether imposed by common law
or statute. In the execution of his duties and powers as Executor he
shall have the power to comply with all legal requirements as to the
execution and delivery of deeds and all other writings, documents or
formalities without the order 'of any court; and he shall furnish a
statement of receipts and disbursements at least annually to each
person then entitled to receive income or property from my estate.
IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania,
S lho.
.. .. ... day of ........";j:"............., 1981, set my hand and
seal to this my LAST WILL AND TESTAMENT consisting of three (3)
this
typewritten pages.
Q , 1; .
( ,.u!:-" 117 <o..-:..v-. L(Oi!;__'
. ". . .'.. . .. . . . .. ......:;t..... (SEAL)
M. REISINGER, Testator
Signed, sealed, published and declared by the Testator, JEAN M.
REISINGER, as and for her Last will and Testament, in the presence of
us, who, at her request, in her presence and in the presence of each
other, have hereunto subscribed our names as witnesses.
NAME .
. ~c/-u:!. !.t!.~~~.....
.!)~!4.P!. XJ.u. .~l<<-~...
~~:y.-;-:,. .r;?;. .'2~.~~...
ADDRESS
JI/l J~ ? /J (:. .( ~ !!! 1. .c-f-:~~l~ . fl..c:v:,~~kd1 /) (' 13
.f! {2 .~1. -:n.~<c;l(.'(..f ~ .L/f'. . . .
!.s:!. ?j7:~~':J. &:. t?~:!: ~,;.td I 7 i / -,
,',".
Acknowledgment
COMMONWEALTH OF PENNSYLVANIA) ss:
COUNTY OF CUMBERLAND )
I, JEAN M. REISINGER, Testator, whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as my Last
Will; that I signed it willingly; and that I signed it as rny free and
voluntary act for the purposes therein expressed.
Sworn or affirmed to an~ ackl19,:"ledged befo.fF.,f'f" by JEAN M.
REISINGER, the Testator, thlS .6.... day of . en'.. r........., 1981.
.~ "-' "-/' .
.. (.}M-::-,.1?:. .l~-~r-f..~~-;'."-.~//::.
JEiIN M. REISINGER, '-
'l'estator
(SEAL)
,~~~ . 0:J!:".(,,:~. <:: . . . . . . . . .
Notary Public
Affidavit
Gioria A. Gabn
North Middlefon T er, Notary PV!;Iic
My Co' wp., Cumller/ d
M mmJssion Ex . an CC.-lt/1ty
(!II/ber, F''+f>nsY1varria ~r:s .Feb 5, 1~g3"
~"L1CIlJ!1011 of N,..' .,'
'.-.1'>":1
COMMONWFALTH OF PENNSYLVANIA) ss:
COUNTY OF CUMBERLAND )
We, .111/'2' ~.(r,:~e ~ (~. (l}! J!~.~L!. ., .b.1.X ( f../P.<<. . :~ I.el/X t:1: ., and
r:L1'c/4[/Y rl-Ud5 th't h . d t th
~,........ .. .........., e Wl nesses w ose names are slgne 0 e
attached or foregoing instrument, being duly qualified according to law,
do depose and say that we were present and saw Testator sign and execute
the instrument as her Last Will; that JEAN M. REISINGER, signed willingly
and that she executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the
Testator signed the will as witnesses; and that to the best of our
knowledge the Testator was at that time 18 or more years of age, of sound
mind and under no constraint or undue influence.
ff' db' bed bef b IY), 'c i,c. e/ J'.' fY/ dL c ",(
Sworn or a. lrrned to an su scrl to ore me y ....~.~!7.....
7\/)((" /.PR <~I'Cf/1/P "" d (.;L1I2.H"'-;v 1<.. .1<'1'f1-f""~)
.. .. .. .. .. .. .. .. .. .., .t-:....... \... .. .. .... .. .. .. .. .. .. .'.~ .... /:--... .. .., an .. ..., .. .. .. ..~. .. .. .. .... .. .. .. .. .. .... .. .. .. ,
. t h' '61'" d f I'VI" 1981
Wl nesses, t 18 ........ ay 0 ........:;........................ I .. ,
7l1~( //)11 Le?~1
.................................
WIPf.5S
. Muft..u'. . ~'1. >J~s-t-::-~
(;. ~ss ." 2'
- / /
- I
'/v,.-/."7,t..c---..---- /~. '?.:7~':-"""'.-.Q....--'
...............................
I'IITNESS
A,':I.:\~/.(~."/:ffi.~~'-{1-:...... .
Notary Public
(SEAL)
Gloria A. G&bner, Nolary rl/b~c
North Mtddl~to~ Twp., Curnberhnd COtmty
My Commission Expiles Feb. 5, 1983
Momb<!r, P1IfIll.SylVdflii:l As:.vcJalioll 01 n~~ltf;""
A US DEPARTMENT OF HOUSING and URBAN DEVELOPMENT OMS No_ 2502.0265
SETTLEMENT STATEMENT IlrllI'HO
I iolserprlllt
SECURED LAND
TRANSFERS, INC. i
B. TYPE OF LOAN
,
5006 East Trindle Road 1 1111 FHA 2 I J FMHA 3. I I CUNV UNINS ,
Suite 203 4 I I VA 5 1 ) CONV INS ,
,
Mechanicsburg, PA 17055 6. FILE NUMBER I 7 _ lOAN NUMBER: I
503481 0000829389
Phone: (717) 591-8500 FAX: (717) 591-8506 8. MORT, INS. CASE NO.: I
4416813695-703
C NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown Items marked
'(p,oc,)" were paId outside the closing; they are shown here for informational pur-poses and are nol included in the totals
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER F. NAME AND ADDRESS OF LENDER:
Sandra J. Kipp Estate of Jean M. National City Mortgage
Reisinger Co.
2555 Kingston Rd. S-100
York PA 17402
.
G. PROPERTY LOCATION: H. SETTLEMENT AGENT I SETTLEMENT DATE
Lot 85 Northfield Plan 1
1122 Redwood Drive Secured Land Transfers, Inc. 02/18/02
Carlisle BOROUGH PLACE OF SETTLEMENT:
CUMBERLAND County 1068 Harrisburg Pike, Carlisle, PA 17013
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
100 GROSS AMOUNT DUE FROM BORROWER 400 GROSS AMOUNT DUE TO SELLER ,
101. Contract sales price , 85000.00 401 Contract sales price 85000.00 i
102. Personal property 40<' Personal properly ,
103. Settlement charges to borrower (line 1400) i 3730.53 403 ,
10' j '" .
105. ] 40~ i
Adjustments for Items paid by seller in advance Adjustments for items paid by seller in advance i
106 City/Town tax to , 40fiCily/Town lax to :
, ,
107, County tax to 407 County lax to , ,
I
108 Assessments to 4DB,Assessments to I
109 School 02/18/ 02to 06/30/ 02! 326.20 4 ()~l School 02/18/ 02to 06/3 0 / 02 326.20 ,
110 to I 410 to I
lit i '" ,
112 , <112 ,
120 GROSS AMOUNT DUE FROM BORROWER i 89056.73 4?oGROSS AMOUNT DUE TO SELLER 85326.20
!
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER !lOD REDUCTIONS IN AMOUNT DUE TO SELLER
201, Deposit or earnest money ! 1000.00 SOl Excess deposit (see instructions)
202 Principal amount of new loan(s) I 84324.00 502.Settlement charges to seller (line 1400) 9857.06
203, Existing loan(s) taken subject to ! b03Exisling loan(s) taken subject to
204 , b01,Payoff of First Mortgage Loan
!
! None
;'05 ! ~,()!.> Payoff of Second Mortgage Loan ,
I
205 ! ~j ()fJ ,
207 ~) () 7 . ,
20B bOI\
209 504
Adjustments for items unpaid by seller Adjustments for items unpaid by seller ,
210. City/Town tax to ~,10 City/Town tax to !
211, County tax 01/01/02'002/18/02: 53.66 ~J11. County tax 01/01/02lo 02 ! 18/ 021 53.66 ,
,
212. AssessrnonLs to !,j2 ASSOSSlllOl'ilS to , ,
213 School to , ~, 13 School to , ]
,
'" i '10 I
,
21b b I ~) I I
216 ~; Hi ,
217 i ~; 1 7 .
218 .'.11l .
219 "I'J , ,
,
,
220, TOTAL PAID BY/FOR BORROWER 85377.66 520 TOTAL REDUCTION AMOUNT DUE SELLER i 9910.72 !
!
300, CASH AT SETTLEMENT FROM OR TO BORROWER 600, CASH AT SETTLEMENT TO OR FROM SELLER I
301. Gross amount due from borrower (line 120) 89056.73 f;Q1GroSS amount due to seiler (line 420) ! 85326.20 I
302, Less amount paid by/for borrower (line 220) 85377.66 fiO;;Less reduction amount due seller (line 520) 9910.72 I
303. CASH (!Xl FROM) ([ ] TO) BORROWER 3679.07 fiO:< CASH (!Xl TO) ([ ] FROM) SELLER I 75415.48
Buyer or Borrower's Signature
Sollor's Signature
HUD.l Rev, 5/86
L. SETTLEMENT CHARGES 503481
700 TOTAL SALES/BROKER'S COMMISSION based on price $ 85000 . 00 7 . 0
Division of Commission (line 700) as follows Total: $ 5 I 950 . 00
701 $ 2950.00 10 ERA NRT, Inc.
702 $ 3000.00 10 Coldwell Banker HSG
703 Commission paid at Settlement
704 Trans Fee
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801 Loan Origination Fee 1.000 %
802 Loan DISCOllnt "'/0
ERA NRT, Inc.
OM8 No, 2502-0265
Pago 2
PAID FROM
SELLER'S
FUNDS AT
SETTLEMENT
US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
National Cit
Mort a e Co:
830.78
803 Appraisal Fee to
804 Credit Report to
805. lenders Inspection Fee
806 Mortgage Insurance Application Fee to
807 Assumption Fee
808 PH FA Fee
809 Flood Cert
,
i
National Cit Mort a e Cd
CBS Credit Services
325.00
16.00
National Cit
National Cit
e Co
e Co
300.00
17.00
810,
811.
900 ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901 Interest from 02 18 02 to 0 2 2 8 02 @ $ 13 . 00 Iday
902 Mortgage Insurance Premium lor mo to National Cit Mort
903 Hazard Insurance Premium lor 1yrs to Allstate (153. POC)
904. yrs to
905.
143.00
Co
1246.17
1000
1001
1002
1003
1004
1005
1006
1007
1008
1100
1101 Settlement or clOSing fee to
1102, Abstract or title search to
1103 Title examination to
1104, Title Insurance binder to
1105 Document preparation to
1106. Notary fees to
t 107 Attorney's fees to
(includes above items No.:)
1108 Title Insurance to
(includes above items No
1109 Lender's coverage $
1110 Owner's coverage $
11 11. Mail Fee
1112 HomeWarr
RESERVES DEPOSITED WITH LENDER FOR
Hazard Insurance 2 mo. @$ 12.75 Imo 25.50
Mortgage Insurance 1 mo. @$ 34.41 Irno 34.41
Cityrrown tax mo @$ Irno
County tax 13 mo @$ 32.64 Imo 424.32
Assessments mo @$ Imo
School tax 7 mo @$ 73.66 Imo 515.62
mo @$ lmo
A mo @$ Imo -285.02
Irwin,McKni ht(POC S)
Cash
Secured Land Transfers
ENDS:100 300 900
84,324
85,000
10.00
Secured Land Transfers
American Home Shield
1113
1200 GOVERNMENT RECORDING AND TRANSFER CHARGES
1201 Recording fees Deed $ 25 .50 Mortgage $ 39 .50
1202. City/counly tax/stamps: Deed $ 850 . 00 Mortgage $
1203, Stale tax/stamps: Deed $ 850 . 00 Mortgage $
t204 Assi nment Recorder
1205 Trans Fee Coldwell
1300 ADDITIONAL SETTLEMENT CHARGES
1.30 1 SurVf~y to
1302 Pesllnspeclion to Homechek (POC -8)
1303. HmIns Rad Homechek(POC-B)
lm~Swr Carlisle Borou h
1305 RadRemed Enviro uest
1400. TOTAL SETTLEMENT CHARGES (enter on lines 103 and 502. Sections J and K)
Mise $
65.00
850.00
of Deeds
Banker HSG
850.00
14.00
125.00
165.00'
3730.53:
37.06
500.00
9857.06
f~arlies agwe trl,,1110 liflbilily is assurTll'!d by SnltltlfTlllnl A~JjHlllor 11i,~ ;jCClJrClcy ollrdornl>llio" jurroishmi by olrlHrS as sllown Oil It,n IIUD-1 SHtllefTllH,l Slalorrmnl.
Snttl'lmnnl Agm,t herf!by <)xp'ossly
reserves l11e rigt,tlo (ieposi\ IH'y amolJrlls collnc\fHi lor rj;slJ"rsfHrwfll In HI< irol'lfOsl boari"y a(;<:o,,"1 ill H F'lder,oIly inSlJrl~rl inslilulion ana 10 emait any inhHfl';l
so fJiHnna In ils own accolJnl as ad(iilional
compnrlsationlorilsSe1vicnsirllliistrarosac1inn
HUe CERTIFICATION OF BUYERS AND SELLERS
I have carefully reviewed llm HUD- 1 Settlement Sta1ement and 10 tho best of my knowlodgo and boliof. it is a truG and accurate statement of all receipts and disbursements
made on my account by me in this transaction. I fUlther cortify thai I have rccfJivod a copy of the HUO-1 Sottlement Sta\omEmL
1: I," j
.....K ({.,11.-c'l/ },---- .
y
1C<:~r
J)~.- ~~
c;nll(!'sSI\,lfl!lllJfe
Snllo(sNf'w/lti{lmssl'.l'llOllll:
~')leu,...L,y-
g"yal 0' BorrowHI's Sign'llllw
811V"r's ^ddmss iI. Ph"op
-----
flla "q'O'HlI "llh,,, I"l"~;>lclion. II""", CHusod or will {;alJ~U n,"llurod,; \0 \l(~ d'sbLJrspd ill 'lc"ordanr;,~ with lhls slal,'m'lnl
2--/8 -02
SelUe enlAg nl
WAR ING: 11 is a ('firIlH 10 kllowifL!lly IWlkr!
Tillrl1B U.S C"dr~ S,~dir)fl 1001 H
nail'!
Pflflaltips 'J[HHI cOrlvi<;tion Cfjfl im;I'H1p 'I lilln iwd irnprisorlfnenl For de\'lils S(H~
IIl!D.ll,nv.5/1I(;
MembersJ
FEDERAL CREDIT UNION
INSURANCE DEPARTJ\rIJ.:NT
5000 LOUISE DR IVE
P. O. BOX 40
MECHANICSBURG, PA 17055
l -800-2153-2328 or (717) 6g7-llf'i!
July 10,2001
Douglas G. Miller
Irwin, McKnight & Hughes
West Pomfret Professional Building
60 W. Pomfret Street
Carlisle, PA 17013-3222
RE: Estate of Jean M. Reisinger
SSIN 207-22-0170
Dear Mr. Miller,
Enclosed is the information requested in your letter of June 20, 2001 regarding the accounts
held with Members 1" by Jean Reisinger.
We will require the closure of these accounts. Please forward a death certificate so the
appropriate documents may be provided to the IRA beneficiaries outlining their payment options.
Please do not hesitate to contact me at 795-5131 should you have any questions or require
additional information.
V eftf l.y yours,
~/ -
//:r~!(
enlse A. An rs
Insurance Products Supervisor
"
Enclosure
MetnbersJ
FEDERAL CREDIT UNION
REGULAR SA VINGS ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Intcrest to Date of Death
Interest Earned from 1/1101 to Date of Death
Name of Joint Owner
Date Joint Ownership Created
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Interest Earned from 1/1/0 I to Date of Death
Name of Joint Owner
Date J oint Ownership Created
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Interest Earned from 1/1/01 to Dale of Death
Name of Joint Owner
Date J oint Ownership Created
TRADITIONAL IRA ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Interest Earned from 1/1101 to Date of Death
Name of Beneficiaries
INSURANCE DEPARTMENT
5000 LOUISE DRIVE
P O. BOX 40
MECHANICSBURG, PA 17055
1-800-283-2328or(717)697-116!
50384-00
02/13/1973
$4,111.82
$1.61
$4,113.43
$49,92
David V. Reisinger
02/1 5/1973
50384 -11
08125/1976
$3,496,27
$,97
$3,497,24
$30,93
David V. Reisinger
04/14/1989
50384 -05
.09/24/1985
$67,049,21
$42,71
$67,091.92
$1,421.07
David V. Reisinger
04/14/1989
50384 -10
12/2111983
$15,338,53
$8.26
$15,346,79
$255,22
Debra K, Cooke and David V, Reisinger
Page 1
Account Values
Jean M. Reisinger
Page 2
IRA CERTIFICATE OF DEPOSIT:
Account Number/Suffix
Date Certificate Purchased
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Interest Earned from 1/ lIO I to Date of Death
Name of Beneficiaries
Estate of: JEAN M. REISINGER
Date of Death: June 6, 2001
Social Security Number: 207-22.0170
50384 . 15
I lI051l99 I
$8,396.98
$7.43
$8.404.41
$228.29
Debra K. Cooke and David V. Reisinger
]JBERS 1ST FED
I _'
Y::rd;/,~
Denise A. Anders
Insurance Products Supervisor
July 10,2001
.-------'
FINAL SETTLEMENT
Date of Sale
Date
o~/1316(
OWNER
Address
Sale Location
Auctioneer
Clerk
Cashier
Other
PROCEEDS OF SALE:
Cash _h____m____m___hh__mh___m___mh_
$
~;:y, 50
/, (,g-o. -1:5
Checks ____m___m___mh___m___h____________
Other__hh__h___h______________________m___h____m___hh____mh_m____m_________.
Miscellaneous (see attached list) ___hm_._m_._m__mh___hm__m____ " >7 _) (/1"'7 t:..
" ..-y .,! -f. GLJ
TOTAL PROCEEDS OF SALE ____m__._m____.._. $ c . . ,
f
LESS SELLER'S SALE EXPENSE:
Auctioneer's Fee__S_C/Q_..h___m_____hh__m___mh___m__hh___h___h_
.-/$ )/1,60
f.'Y~~lk)
./ '11. 00
~ 110<:)
-- 'd.4T {JO
/-- ,56. OJ
Miscellaneous (see attached list) h.__m__hm_._m___hh___hm_mh___.
DEDUCT TOTAL SELLER'S SALE EXPENSE m_m_m__mh___m___ 0
TOTAL NET PROCEEDS TO SELLER ._h_m.__hm__hm__m __ $11 b-iLI 6l")
(Date)
I, (or we), the seller of goods, merchandise, and/or property sold at public auction on above date and location, ackno e a
this settlement of proceeds of sale. I (or we) agree to accept all responsibility for providing merchantable title to all goo's,
andlor property sold, and for delivery of title to the purchaser. , ct.> ~
Auctioneer or Cashier's Signature
(Seller's Signature)
Form No. FS Reorder from: MISSOURI AUCTION SCHOOL Phone 1-800-835-1955