HomeMy WebLinkAbout01-0680
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of . Edward e. RutJ1.erfOtd No. c:L~ - Co 00
also known as Edward e.. Ruth&ft:xdJr t1JId To:
EdIl\lC4.l'l1 t:. RIA.~Jr. Register of Wills forJtE~.J
__ pe~ased. County of (".umber: WlU in the
Social Security No. W 1- ;.u.} - ;,t.() J ? 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~~
in the last will of the above decedent, dated .J LA Iy 30
and codicil(s) dated
named
,19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
,Decendent was domiciled at death in Cumberland Couqty, PennsY~l'ia~it!l_r..' DA
h 15 last family or principal residence at 38 I 5 CheStnu.t str:eer:. J .J.I am~ ..J()IJt or clp, rn
(list street, number and muncipality)
Decen ent then ~ g year of age;., died June;28 , ~;200 I ,
at S ,n I a, rt.nnStDro 10Wnshl 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:
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:
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
theron.
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OATH OF-PERSONAL REPRESENTATIVE
COMMONWEALTH OF P~NSYLVANIA I ss
COUNTY OF (.LuYU3~ . J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner{s) will well and truly administer the estate according to law.
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Estate of l2PWAAD c. KlAIdP-RJvi\j) k1<A-~ceasedkk'A-
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DECREE OF PROBATE AND GRANT OF LETTERS~{f!fj?L<J).
ND ow '3LL4.- "-I LO ~2..0'I).i'd . f h . .
A N ~~_, In consl eratlon 0 t e petition on
the reverse side hereof, satisfactory proof having been presented bef~ ~
IT IS DECREED that the instrument(s) dated l-....?l)- r1 qvr
~scribed therein be admitted to I1J;!?bate ~d med QfJ~ord .~ the ~t ~ of E:t> t\J AKl> E.., '--' . "
r)LA.THB(.FOR..D I\.K. . t:1lV\IA1<P E. r(LtTtIE:KFOI(j). . A.K--.A. ~,,/P\RJ) S . 'KU_TiiEf" -
and Letters -T55 T ' fORtI~
are hereby granted to f.T I{ l tl It-- \i N ~v') i \j N i C K. i-f N ~ ; t 121< '"
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FEES 3115,o-D
Probate, Letters, Etc. ......... $ .
Short c.et.!~>(, ) . . .. .. .... L 1(175, .~
R~"U'M4tle ......~: . ,
TOTAL _ $~
ATTORNEY (Sup. Ct. 1.0. No.)
ADDRESS
Filed
PHONE
011r~{O An"!
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This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
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al Registrar"
Fee for this certificate, $2.00
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7401435
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Date
Hl05,' 03 Rev 2181
COMMONWEALTH OF PENNSYLVANIA 0 OEPARTMENT OF HEALTH 0 VITAL RECORDS
CERTIFICATE OF DEATH
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27. PART 1: Ent.r the diMIIses, j"lurMts Of complICations which caused the cMath
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CEIIT.FIER IC.""" oniy ""'"'
-CERTIFYING PK"YSIClAN IPh'f'S1C'\3f\ t.et\dytng Ckl5e c:J deillth wtler anOlf\ef phYSICIan has PFOt"OUnced death and completed lIem 231
To the... of "'y k~'-dve. de.th occurred due 10 th. cause(s.) .nd manner .. ,t.ted. . . . . . . . . . . . . . . . . . . . , . . . . . . . . . .
Nalural 0 Homt(:ide 0
Accident 0 Pending I"vestig.tion 0
Suicfde 0 Could not be detentlln4td 0
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WERE AUtOPSY FINO! S M NNEA OF Ol'ATH DATE OF INJURY
~~~'g: ~USE \....""11> Day 'leal}
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TIME OF INJURY
DESCRIBE HC10N INJURY OCCURRED.
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'MEOIC"\. EXAMINER/CORONER
On the b..is of ..aminallon and/or investigation, in my opinion, death occurred at the time. date. and place, and due to the cluse(s} and
31a manner as stated.. . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .... ......,................................
REGISTRAR'S
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LICENSE NUMBER. DATE SIGNE~ 1_. ~. ......1
0310. Ht>C7C~?,-L 31d. 6j'f/Lrro(
NAME AND AOORESS OF PERSON WHO COMPLETED CAUse OF DEATH
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DATE FILED ,Monlh Day_ YBan
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I, EDWARD E. RUTHERFORD, of Camp Hill, Cumberland County, Pennsylvania,
being of sound and disposing mind, memory, and understanding, do hereby make, publish, and
declare this to be my Last Will and Testament and hereby revoke all other Wills and Codicils,
if any, that I have made.
FIRST: I direct that all my just debts and the expenses of my last illness and funeral
shall be paid from the assets of my estate as soon as practicable after my decease.
I authorize my personal representative to expend funds from my estate, in such
amounts, as my personal representative shall consider necessary and desirable, for the
disposition of my remains in accordance with the instructions I have provided to my Executors.
SECOND: All of my Estate, of whatever nature and wherever situate, I give, devise,
and bequeath in equal shares to my beloved children, PATRICIA ANN MINNICK, LINDA
M. RUTHERFORD, and EDWARD E. RUTHERFORD, III, per stirpes, so long as they shall
survive me by thirty (30) days.
THIRD: I direct that my children may select any part of my jewelry, wearing apparel,
books, pictures, silverware, furniture, and all other articles of personal or household use,
equipment and .ornament which they desire to maintain. Any of the said items not desired by
the children shall be sold, and the proceeds shall become part of my estate.
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FOURTH: All interests of any beneficiary in the income or principal of this Estate,
while undistributed and in the possession of my Executor, even though vested and
distributable, shall not be subject to attachment, execution or sequestration for any debt,
contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to
pledge, assignment, conveyance, or anticipation.
FIFTH: All inheritance, estate, and succession taxes (including interest and any
penalties thereon) payable by reason of my death shall be paid out of and be charged generally
against the principal of my residuary estate without reimbursement from any person.
SIXTH: I nominate, constitute, and appoint my beloved children, PATRICIA ANN
MINNICK, LINDA M. RUTHERFORD, and EDWARD E. RUTHERFORD, III, as Co-
Executors of this, my Last Will and Testament.
SEVENTH: It is my desire that my Executors employ the services of AUSTIN F.
GROGAN, ESQUIRE, as the attorney for my estate inasmuch as he is familiar with my
desires; however, the selection of counsel for my estate shall be within the sole discretion of
said Exectuors.
I direct that no representative named above shall be required to post security for the
faithful performance of his/her duties in any jurisdiction insofar as I am able by law to relieve
him/her of such obligation. Any of my representatives shall be entitled to reasonable
compensation for the performance of the duties set forth here.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ..1071J day
, 1999, on this, the third of three typewritten pages. I have also signed
of
argin of the first of these pages for purposes of identification only.
?d~f/7~
EDWARD E. RUTHERFO
SIGNED, PUBLISHED, and DECLARED by the Testator, EDWARD E.
RUTHERFORD, as his Last Will and Testament, in the presence of us, who at his request, in
his presence, and in the presence of each other, have hereunto subscribed our names as
witnesses.
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I, EDWARD E. RUTHERFORD, Testator, whose name is signed to the attached
instrument, having been duly qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will and Testament; that I signed it willingly; and that
I signed it as my free and voluntary act for the purposes therein expressed.
r~E/?~~
EDWARD E. RUTHERFO
Sworn or affmned to and subscribed before me by EDWARD E. RUTHERFORD, the
Testator, this SOt7JL, day of
9~
, 1999.
~U7dJ~
NOTARY PUBLIC
Notarial Seal
Rhonda D. R~, Notary Public
Camp HDI Bora, CUmberland County
My Commission Expires Aug. 12, 2002
Member, Pennsylvani;> I\ssociation of Notaries
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
We, AUSTIN F. GROGAN, ESQUIRE and ~ 1r1. X~ ' the
witnesses whose names are signed to the attached instrument, being duly qualified according to
law, depose and say that we were present and saw the Testator sign and execute the instrument
as his Last Will and Testament; that EDWARD E. RUTHERFORD executed it as his 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 years of age or older, of sound mind, and under no constraint or undue
influence.
O~}h
/
1Y)cvu1 fl). fJQf1VA
Sworn or affIrmed to and subscribed before me by AUSTIN F. GROGAN, ESQUIRE
anrtrJu (f'11) . ,i~/1 ~ , witnesses, this .3ti2ttuay of 9y , 1999.
~~
NOTARY PUBLIC . .
Notarial Seal
Rhonda O. ~, Notary Public
9aIJtp HID Boro, CUmberland County
My CcimmIssion Expires Aug. 12, 2002
Member, Pennsytvanir I\ssociation of Notaries
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: EDWARD ELLSWORTH RUTHERFORD. II
Date of Death: June 28. 2001
Will No.: 2001-680
Admin. No.
To the Register:
I certify that notice of 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
Patricia A. Minnick. 46 Camellia Court. Lititz. PA 17543
Linda M. Rutherford. 1417 N. Front Street. Harrisburg- PA 17102
Edward E. Rutherford. III. 3815 Chestnut Street. Camp Hill. PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a)
except not applicable
Date:?- 2(~o I
Signatur~a.-. '---
Name Mindy S. Goodman. Esquire
Address 2080 Linglestown Road
Harrisburg. PA 17110
Telephone (717) 540-8742
Capacity: Personal Representative
L Counsel for Personal
Representative
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA
In re Estate of EDWARD ELLSWORTH RUTHERFORD.II, deceased,
No. ~ of 2QQ1
TO: PATRICIA A. MINNICK
(beneficiary )
EDWARD E. RUTHERFORD. III
(address)
(beneficiary)
(address)
(beneficiary )
(address)
46 Camellia Court. Lititz. PA 17543
LINDA M. RUTHERFORD
1417 N. Front Street. Harrisburg. PA 17102
3815 Chestnut Street. Camp Hill. PA 17011
Please take notice of the death of decedent and the grant of letters to the
personal representative( s) named below . You may have a beneficial interest in
the estate as follows:
You have been named the beneficiaries in the estate of Edward Ellsworth
Rutherford. II
(if additional space is needed, use back of page)
Name of Decedent Edward Ellsworth Rutherford. II
Last Known Address 3815 Chestnut Street. Camp Hill. PA 17011
of Decedent
Date of Death June 28.2001
Place of Death Holy Spirit Hospital. Cumberland County. Pennsylvania
County of Grant of Original Letters Cumberland County. Pennsylvania
Decedent died X testate
intestate.
A copy of the will X is
is not attached.
Name(s), address(es) and telephone number(s) of all personal representatives
appointed
Name Address
Patricia A. Minnick. 46 Camellia Court. Lititz. PA 17543.
Linda M. Rutherford. 1417 N. Front Street. Harrisburg. PA 17102
Edward E. Rutherford. III. 3815 Chestnut Street. Carno Hill. PA 17011
Telephone
717-581-5355
717-233-7708
717-761-0965
Name(s), address(es) and telephone number(s) of all counsel
Name
Address
Telephone
Mindy S. Goodman 2080 Linglestown Road. Hbg. PA 17110
717 -540-87 42
Additional information may be obtained from the undersigned.
Date -:t r.L{-o) Signatur~~L~ sc",-~ ~-,e-:::::=-
,
Name Mindy S. Goodman. Esquire
Address 2080 Linglestown Road
Harrisburg. PA 17110
Telephone (717) 540-8742
Capacity: Personal Representative
./ Counsel for Personal
Representative
"
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
IN RE: ESTATE OF EDWARD E. RUTHERFORD, II,
DECEASED
ORPHANS' COURT DIVISION
NO. 2001-680
FAMILY AGREEMENT
FILED ON BEHALF OF:
PATRICIA ANN MINNICK, Executrix
LINDA M. RUTHERFORD, Executrix
EDWARD E. RUTHERFORD, III, Executor
COUNSEL OF RECORD FOR THIS PARTY:
MINDY S. GOODMAN
ATTORNEY AT LAW
ATTORNEY 1.0. #78407
2215 FOREST HILLS DRIVE
SUITE 35
HARRISBURG, PA 17112
(717) 540-8742
FAMILY AGREEMENT
THIS AGREEMENT by and between PATRICIA ANN MINNICK, LINDA
M. RUTHERFORD, AND EDWARD E. RUTHERFORD, III, individually and as
Co-Executors of the Estate of EDWARD E. RUTHERFORD, II, Deceased,
PATRICIA ANN MINNICK, LINDA M. RUTHERFORD, AND EDWARD E.
RUTHERFORD, III, beneficiaries of the Estate of Edward E. Rutherford, II.
WHEREAS, Edward E. Rutherford, II, who resided at 3815 Chestnut
Street, Camp Hill, Cumberland County, Pennsylvania, died June 28, 2001 J
having left his Last Will and Testament dated July 30, 1999, which was duly
admitted to probate by the Register of Will of Cumberland County at the above
number and term on July 20, 2001; and
WHEREAS, the parties in interest under the Last Will and Testament of
Edward E. Rutherford, II, Deceased, are:
(1) Patricia Ann Minnick, daughter, adult, Executrix;
(2) Linda M. Rutherford, daughter, adult, Executrix; and
(3) Edward E. Rutherford, II, son, adult, Executor;
WHEREAS, each of the above identified parties in interest is entitled to a
one-third (1/3) distributive share of the estate; and
WHEREAS, each of the parties to this Agreement has been furnished with
a complete listing of estate assets, receipts and disbursements as set forth on
the Accounting as attached hereto and marked as Exhibit "A"; and
WHEREAS, it is the desire of the parties to this Agreement that final
distribution of this estate be accomplished without a formal accounting to the
Orphan's Court Division of the Court of Common Pleas of Cumberland County, it
being the desire of the parties to avoid the expense, delay and publicity of a
formal accounting; and
WHEREAS, the parties to this Agreement each acknowledge to have
received a proposed Schedule of Distribution attached hereto and marked as
Exhibit "8";
WHEREAS, each of the parties to this Agreement does acknowledge that
LINDA M. RUTHERFORD has received from the Estate, a cash distribution in
the amount of $30,000.00 on or about December 13, 2001, a cash distribution in
the amount of $5,000.00 on or about April 30, 2002, and a cash distribution in the
amount of $1 ,922.54 on or about June 7,2002;
WHEREAS, each of the parties to this Agreement does acknowledge that
PATRICIA ANN MINNICK has received from the Estate, a cash distribution in
the amount of $36,922.53 on or about June 6, 2002;
WHEREAS, each of the parties to this Agreement does acknowledge that
EDWARD E. RUTHERFORD, III, has received from the Estate, a cash
distribution in the amount of $36,922.53 on or about June 7, 2002.
All cash distributions identified above were taken as advance contributions
from the Estate of Edward E. Rutherford, II.
NOW THEREFORE, WITNESSETH, in consideration of the mutual
promises, covenants and agreements recited herein the parties do agree as
follows:
1 . Each of the parties to this Agreement does hereby release and
forever discharge PATRICIA ANN MINNICK, LINDA M. RUTHERFORD, AND
EDWARD E. RUTHERFORD, III, Co-Executors, from any and all liability which
may from time to time arise in connection with their service as Co-Executors of
the Estate of Edward E. Rutherford, II, Deceased. The parties do further agree
to indemnify and hold harmless said PATRICIA ANN MINNICK, LINDA M.
RUTHERFORD, AND EDWARD E. RUTHERFORD, III, Co-Executors, from any
and all liability which may arise against the estate from creditors or to their
claimants.
2. Each of the parties does hereby acknowledge receipt of the assets
described on the Memorandum of Distribution attached hereto.
3. Each party to this Agreement acknowledges that this Agreement
shall be indexed and recorded in the estate proceedings and that the terms
hereof shall be binding upon their respective heirs, successors, administrators,
and assigns.
4. This Agreement shall be governed by the laws of the
Commonwealth of Pennsylvania.
-t~ -
Dated at Harrisburg, Pennsylvania this Zq day of Z)cJ;,~2002,
WITNESS:
· , 4
Patb da.;f fI. n M VY1/U oi_ _
Patricia Ann Minnic~, individually and as
Executrix of the Estate of Edward E,
Rutherfo d. II. Deff.d.
~ I(fCl
inda '" Rutherford, in idually and as
Executrix of the Estat of Edward E,
Rutherford, II, Deceased
c~e.~
Edward E. Rutherford, III, in idually
and as Executor of the Estate of
Edward E. Rutherford, II, Deceased
poftiCio/nn;'Jl~NoL- ·
EXHIBIT "A"
ACCOUNTING
ESTATE CASH ASSETS
1. Proceeds from the sale of Altoona Property 6,000.00
2. Checking Account with Allfirst #0010019782 27,899.83
3. Checking Account with Commerce #0800012098 9,634.74
4. BELCO Account #019310 8, "193.53
5. BELCO Account #024050 - S 1 6,507.25
6. BELCO Account #024050 - S4 41.63
7. BELCO Account #024050 - S6 59,719.75
8. BELCO Account #573490 - S 1 635.55
9. BELCO Account #573490 - S3 1,696.86
10. Verizon Savings Plan 83,925.06
11. Proceeds from sale of 1997 Jaguar 22,500.00
12. Proceeds from sale of 1992 Ford Aerostar 1,800.00
13. Refund from car insurance 116.69
14. Final Pension payment from June, 2001 1,730.20
15. Dividend 98.68
16. Dividend 2.51
17. Dividend 1.27
18. Dividend .86
19. Dividend .78
20. Dividend 1.90
21. Dividend .14
22. Dividends 86.25
23. Pension and Dividends 2,284.69
24. Deposit from Advanced Funeral Expenses 1,515.90
25. Telephone Lease Refund 16.57
26. Dividend 7.34
27. Account Transfer 5.00
28. Dividend 2.87
29. Miscellaneous Deposits 927.80
TOTAL $147,353.65
ESTATE NON-CASH ASSETS VALUED AS OF DATE OF DEATH
1. Real Property at 3815 Chestnut Street, Camp Hill, PA $85,000.00
2. A T& T Account #36002-1135 242.00
3. AT&T Account #36002-1034 840.00
4. sse Comm Account #16694-54082 199.00
5. Verizon Account #3115-5591 429.00
6. Verizon Account #3115-5583 11,044.00
7. Lucent Account #00167-21557 69.00
8. Lucent Account #00167-21540 253.00
9. Avaya Account #16721557 13.00
10. AvayaAccount#16721540 40.00
11. AT&T Wireless Account #360021034 265.00
12. AT&T Wireless Account #360021135 66.00
13. NCR Corp. Account #13704340 95.00
14. Commerce Bank 456.00
15. AMEX Account #01063528258 4 002 19,305.93
16. AMEX Account #011535282583002 91,620.14
17. AMEX Account #01183528258 0 002 8,186.74
18. AMEX Account #01253528258 1 002 5,401.74
19. AMEX Account #013135282583002 7,706.27
20. AMEX Account #013235282582002 7,563.57
21. AMEX Account #014335282589002 9,987.50
22. AMEX Account #02063528258 3 002 15,047.12
23. AMEX Account #02223528258 3 002
5,030.01
10,073.63
95,549.99
24. AMEX Account #02243528258 1 002
25. Annuities - post 1985 Account No. 93004090972 1 004
TOTAL
$374,483.64
The value of these non-cash assets has decreased from the date of death
until the date of disbursement. All estate assets have been distributed as
outlined below. Additionally, there are funds in the form of life insurance
proceeds being disbursed among and between the beneficiaries that are
included below but do not constitute estate assets.
ESTATE DISBURSEMENTS FROM CASH ASSETS
1. Check #101 - Probate fees and household expenses $ 547.00
2. Check #102 - VOID
3. Check #103 - Car Insurance 228.75
4. Check #104 - Water bill 19.74
5. Check #105 - Cable 64.95
6. Check #1 06 - Electric 50.63
7. Check #107 - AT&T 5.91
8. Check #108 - Gas 163.01
9. Check #109 - Phone lease 17.22
10. Check #110 - Verizon 12.14
11. Check #111 - Newspaper 25.55
12. Check #112 - Real Estate Taxes 874.76
13. Check #113 - Personal Property Taxes 9.80
14. Check #114 - Medical bill 91.92
15. Check #115 - Attorney's fees 536.50
16. Check #116 - Car Insurance 133.62
17. Check #117 - AT&T 2.41
18. Check #118 - Funeral expenses 782.00
19. Check #119 - Funeral expenses 655.00
20. Check #120 - Car Insurance 133.62
21. Check #121 - Inheritance Tax 18,000.00
22. Check #122 - Cable 64.95
23. Check #123 - Verizon 19.35
24. Check #124 - Sewer/Trash 98.00
25. Check #125 - Water 15.73
26. Check #126 - Medical Expenses 72.64
27. Check #127 - Medical Expenses 302.77
28. Check #128 - Attorney's fees 275.50
29. Check #129 - Car Insurance 133.62
30. Check #130 - Cable 31 .42
31. Check #131 - Verizon 8.94
32. Check #132 - Car Insurance 133.62
33. Check #133 - Homeowner's Insurance 297.00
34. Check #134 - Advertising 44.00
35. Check #135 - Inspection and Service for Jaguar 963.60
36. Check #136 - Car Insurance 93.46
37. Check #137 - Grave Marker 521 .00
38. Check #138 - Reimburse for Mortgage Payment 300.00
39. Check #139 - Inheritance Tax and Attorney's Fees 9,271.17
40. Check #140 - Accounting Fees 250.00
41. Check #141 - State Income Taxes 154.00
42. Check #142 - Administrative Fees 9.00
43. Check #143 - Real Estate Taxes 233.27
44. Check #144 -Inheritance Tax 148.48
45. Check #145 - Grave Marker 500.00
46. Check #146 - Transfer Tax on Altoona Property
290.00
Disbursement of Assets:
47. Patricia Ann Minnick
a. Prudential Group Life Ins. (pd. 8/24/01) $ 11,433.33
b. IDS Life Ins. (pd. 12/19/01) 40,867.21
c. Cash Distribution (pd. 6/7/02) 36,922.53
d. 401 k Distribution (pd. 8/1/02) 22,992.57
e. Mutual Fund Accts. (pd. 6/18/02) 41,705.61
f. IRA Rollovers (pd. 6/12/02) 16,871.24
g. Stocks to Individual Accounts (pd/ 8/1/02) 1,357.28
TOTAL $172,149.77
48. Linda M. Rutherford
a. Prudential Group Life Ins. (pd. 8/24/01) $ 11,433.33
b. Cash Distribution (pd. 12/13/01) 30,000.00
c. IDS Life Ins. (pd. 12/19/01) 40,867.21
d. Cash Distribution (pd. May '02) 5,000.00
e. Cash Distribution (pd. 6/7/02) 1,922.54
f. 401 k Distribution (pd. 8/1/02) 22,992.57
g. Mutual Fund Accts. (pd. 6/18/02) 41,705.61
h. IRA Rollovers (pd. 6/12/02) 16,871.24
i. Stocks to Individual Accounts (pd/ 8/1/02) 1,357.28
TOTAL $172,149.78
49. Edward E. Rutherford, II
a. Prudential Group Life Ins. (pd. 8/24/01) $ 11,433.33
b. IDS Life Ins. (pd. 12/19/01) 40,867.21
c. Cash Distribution (pd. 6/7/02) 36,922.53
d. 401 k Distribution (pd. 8/1/02) 22,992.57
e. Mutual Fund Accts. (pd. 6/18/02) 41,705.61
f. IRA Rollovers (pd. 6/12/02) 16,871.24
g. Stocks to Individual Accounts (pd/ 8/1/02) 1,357.28
TOTAL
$172,149.77
TOTAL
$516,449.32
EXHIBIT "B"
SCHEDULE OF DISTRIBUTION
The estate and non-estate assets have previously been divided as follows:
Patricia Ann Minnick
a. Prudential Group Life Ins. (pd. 8/24/01)
b. IDS Life Ins. (pd. 12/19/01)
c. Cash Distribution (pd. 6/7/02)
d. 401 k Distribution (pd. 8/1/02)
e. Mutual Fund Accts. (pd. 6/18/02)
f. IRA Rollovers (pd. 6/12/02)
g. Stocks to Individual Accounts (pd/8/1/02)
TOTAL
Linda M. Rutherford
a. Prudential Group Life Ins. (pd. 8/24/01)
b. Cash Distribution (pd. 12/13/01)
c. IDS Life Ins. (pd. 12/19/01)
d. Cash Distribution (pd. May '02)
e. Cash Distribution (pd. 6/7/02)
f. 401 k Distribution (pd. 8/1/02)
g. Mutual Fund Accts. (pd. 6/18/02)
h. IRA Rollovers (pd. 6/12/02)
i. Stocks to Individual Accounts (pd/ 8/1/02)
TOTAL
Edward E. Rutherford, II
a. Prudential Group Life Ins. (pd. 8/24/01)
b. IDS Life Ins. (pd. 12/19/01)
c. Cash Distribution (pd. 6/7/02)
d. 401 k Distribution (pd. 8/1/02)
e. Mutual Fund Accts. (pd. 6/18/02)
f. IRA Rollovers (pd. 6/12/02)
g. Stocks to Individual Accounts (pd/ 8/1/02)
TOTAL
TOTAL
$ 11,433.33
40,867.21
36,922.53
22,992.57
41,705.61
16,871.24
1,357.28
$172,149.77
$ 11,433.33
30,000.00
40,867.21
5,000.00
1,922.54
22,992.57
41,705.61
16,871.24
1,357.28
$172,149.78
$ 11,433.33
40,867.21
36,922.53
22,992.57
41,705.61
16,871.24
1,357.28
$172,149.77
$516,449.32
,. .
The parties acknowledge that a small amount of cash has been retained in the
Estate Account from which all future taxes and other expenses that may be due
and owing by the Estate as a result of interest earnings or other income shall be
paid. Should funds in the Estate Account be insufficient to pay all taxes and
expenses, each of the parties to this Agreement, individually and as Co-
Executors of the Estate of Edward E. Rutherford, II, shall be liable for one-third of
the outstanding Estate debt.
The only asset not previously divided and/or distributed from this Estate is the
real property located at 3815 Chestnut Street, Camp Hill, Pennsylvania. The
property located at 3815 Chestnut Street, Camp Hill, Pennsylvania shall become
the sole and separate property of Linda M. Rutherford, who shall be responsible
for all future property taxes and insurance on the property from the date of this
Agreement forward. Patricia Ann Minnick and Edward E. Rutherford, III waive
and relinquish any and all claim that they may have to the real property located at
3815 Chestnut Street, Camp Hill, Pennsylvania.
Notwithstanding the fact that a number of stocks have been transferred to
individual brokerage accounts for each of the Beneficiaries, Patricia Ann Minnick
and Edward E. Rutherford, III hereby waive any interest they may have to those
individual American Express Accounts and hereby authorize the American
Express Accounts to be transferred or combined into one account, Account No.
20762936 1 021, which is in the name of Linda M. Rutherford. Linda M.
Rutherford shall thereafter have sole and exclusive ownership and control of
American Express Account No. 2076 2936 1 021. Patricia Ann Minnick and
Edward E. Rutherford, III shall each execute any and all paperwork required by
the American Express Financial Institution required to effectuate such a transfer.
~ /6 -c2//;:/--c2/
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*
REV-1U7 EX AFP (01-02)
MINDY S GOODMAN ATTY
STE 35
2215 FOREST HILLS DR L....
HBG PA 17ltl~n
.02
JUL -1
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
:Ci II COUNTY
.. - ACN
06-24-2002
RUTHERFORD
06-28-2001
21 01-0680
CUMBERLAND
101
EDWARD
E
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE} PA 17013
NOTE: To insure proper credit to your account} subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV :i6'ifj-ix--AFP-(cff:02i-------...--iNifERi"fANCi--YAX--STAfEMi-tiY-C.-F'-AC-couiff--.-..---------------- -- ---
ESTATE OF RUTHERFORD EDWARD E FILE NO. 21 01-0680 ACN 101 DATE 06-24-2002
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE} APPLICATION OF ALL PAYHENTS} THE CURRENT BALANCE} AND} IF APPLICABLE}
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-13-2002
P R I N C I PAL TAX DUE: ...........................................................................................................................................................................................................................
26}657.55
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-25-2001 CDOO0303 947.37 18}000.00
03-28-2002 CDOOI013 .00 7}563.17
05-29-2002 CDOO1231 1.47- 148.48
TOTAL TAX CREDIT 26,657.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. .02
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .02
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1}
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ""CREDIT"" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
/.6 -c:2ij~-~
\ BUREAU OF INDIVIDUAL TAXES
~ INHERITANC~'AX DIV}SIDN
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT~ AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-13-2002
RUTHERFORD
06-28-2001
21 01-0680
CUMBERLAND
101
f'
MINDY S GOODMAN ATTY .02
STE 35
2215 FOREST HILLS DRC,:
HBG PA ~X~~~
l'jiW 1 7 r 2 >10
*'
REV-1547 EX AFP (DI-D2)
EDWARD
E
Allount Rellitted
(1)
(2)
(3)
(4)
(5)
(6)
(7)
85.000.00
289.483.64
.00
7.916.98
227.401.09
3.267.70
.00
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=is'4j-ix--KFii-roi-:021--NoT'ici--oF-.rNHiififAifcE-T'A)rA-PPRA-isii'-ENT~--KLi-owAircE-oR------------ -- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RUTHERFORD EDWARD E FILE NO. 21 01-0680 ACN 101 DATE 05-13-2002
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) 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 Cl
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule Hl
10. Debts/Hortgage liabilities/liens (Schedule Il
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)
(10)
16~498.40
NOTE: To insure proper
credit to your account~
subllit the upper portion
of this forll with your
tax paYllent.
(8)
613,069.41
4.180.90
(11)
(12)
(13)
(14)
'0.679 30
592,390.11
.00
592~390.11
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of line 14 at Spousal rate (15)
16. Allount of line 14 taxable at lineal/Class A rate (16)
17. Allount of line 14 at Sibling rate (17)
18. Allount of line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
592~390.11 X 045 = 26~657.55
.00 X 12 = .00
.00 X 15 = .00
(19)= 26,657.55
r-AT"Cnl KC"'C~r-1 T+~- AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
09-25-2001 CDOO0303 947.37 18~000.00
03-28-2002 CDOOI013 .00 7~563.17
INTEREST IS CHARGED THROUGH 05-28-2002 TOTAL TAX CREDIT 26~510.54
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 147.01
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.47
TOTAL DUE 148.48
. IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS lESS THAN $l~ NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
REV-1"70 EX (8-88) ~
-.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Edward E. Rutherford, II
REVIEWED BY
ACN
2101-0680
101
Sheila Megonnell
ITEM
SCHEDULE NO.
F
EXPLANATION OF CHANGES
Please be advised that the execution of a joint tenancy contract (signature card) which
provides that all monies are payable to either surviving party is sufficient to establish
Commonwealth's right to the tax. The Supreme Court in Olson Estate 447 PA 483 (1972)
held that under Section 241 (9108 of the Pennsylvania Inheritance and Estate Tax Act of
1995), such accounts are taxable in proportion to the number of joint tenants. The court
rejected the convenience account argument by noting that under Section 241 (9108), it is
improper to apply principles of ownership to determine the taxable portion of a joint bank
account. Joint property is taxable even though the decedent's name was added as a
matter of convenience.
ROW
Page 1
v
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE JAX DIVI~ION
DEPT. Z80601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
MINDY S GOODMAN ATTY
STE 35
2215 FOREST HILLS DR
HBG PA 17112
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*
REY-1547 EX AFP m-:!)
05-13-2002
RUTHERFORD
06-28-2001
21 01-0680
CUMBERLAND
101
Allount Rellitted
EDWARD
E
I '-I 8, 1./ S
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 .~
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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
MINDY S GOODMAN ESQUIRE
2215 FOREST HILLS DRIVE
HARRISBURG, PA 17112
-------- fold
ESTATE INFORMATION: SSN: 201-24-2015
FILE NUMBER: 2101-0680
DECEDENT NAME: RUTHERFORD EDWARD E
DA TE OF PAYMENT: 05/30/2002
POSTMARK DATE: OS/29/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 06/28/2001
NO. CD 001231
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $148.48
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: MINDY S GOODMAN ESQUIRE
CHECK#144
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$148.48
MARY C. LEWIS
REGISTER OF WILLS
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
GOODMAN MINDY S
2080 L1NGLESTOWN ROAD
HARRISBURG, PA 17110
____uu fold
ESTATE INFORMATION: SSN: 201-24-2015
FILE NUMBER: 21-2001- 0680
DECEDENT NAME: RUTHERFORD EDWARD E
DA TE OF PAYMENT: 09/25/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/28/2001
NO. CD 000303
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $18,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: MINDY S GOODWIN ESQUIRE
CHECK# 803
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
$18,000.00
MARY C. LEWIS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1 162 EX!1 1-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
GOODMAN MINDY S
2080 L1NGLESTOWN ROAD
HARRISBURG, PA 17110
-------- fold
ESTATE INFORMATION: SSN: 201-24-2015
FILE NUMBER: 2101-0680
DECEDENT NAME: RUTHERFORD EDWARD E
DA TE OF PAYMENT: 03/28/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/28/2001
NO. CD 001013
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $7,563.17
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$7,563.17
REMARKS: MINDY S GOODMAN
CHECK# 847
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
(>v'
PLEASE FILE TmS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF O(
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Edward E. Rutherford, II
Date of Death:
Will No.:
June 28, 2001
2001-680
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
x
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?
~s ~ X
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 X No
D. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this
report.
Date:
1-22-03
\\.J~~"Z;:~~
Signature '
Mindy S. Goodman, Esquire
Name (Please type or print)
2215 Forest Hills Drive - Suite 35
Address Harrisburg, PA 17112
(MAH:rmtlAM3)
(717) 540-8742
Telephone No.
Capacity:
Personal Representative
X
Counsel for Personal Representative
R.W. - 27
/ r
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OFFICIAL USE ONLY
REV-1500
.' -, ' \ COMMONWEALTH OF
, PENNSYLVANIA
, ,:<llli" DEPARTMENT OF REVENUE
, OEPT 280601
^ '" HARRISBURG, PA 17128-0601
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FILE NUMBER
21 01 0680
INHERITANCE TAX RETURN
RESIDENT DECEDENT
YEAA
NIJM8E.R
COUNTYCQOE.
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
201 24 -2015
DATE OF DEATH (MM-DD-YEAR)
6-28-01
DATE OF BIRTH (MM-DD-YEAR)
10-10-32
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[iJ 1, Original Return
D 4,LimitedEstate
D 6. Decedent Died Testate (Altach copy of Will)
o 9. Ul'lgalion Proceeds Received
o 2. Supplemental Return
D 403. Future Interest Compromise (date of death aner 12.12-112)
o 7. Decedent Maintained a Living Trust (Mach copy alTlusl)
o 10. Spousal Poverty Credit (date of death between 12.31.91 ar.d 1-1-95)
o 3. Remainder Return (date 01 death prior 10 \2-13-821
D 5_ Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) {Altacl1 Ser 0)
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N~lndy S. Goodman
%~flMI'i~b1'~t Law
TELEPHONE NUMBER
717-540-8742
COMPLETE MAILING ADDRESS
2215 Forest Hills Drive - Suite 35
Harrisburg, PA 17112
Real Estate (Schedule A)
Slocks and Bonds (Schedule B)
(1) 85,000.00 OFFICIAL USE ONLY
~~
:,.."' :".. c::i
(2) 289,483.64 U'
-' t'-~
(3) 5~
(4) 7 q1h qR
.
(5) 227,401.09 f')
:""...1
0
(6) '" I
',oJ
IN I
(7)
(B) 609,801.71
(9) 16,498.40
(\O) 4,180.90
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Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5 Cash, Ban\( Deposits &. Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or l)
8 lolal 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)
12 Net Value of Estate (Une a minus Une 11)
13 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
(11) 20,679.30
(12) 589,122.41
(13)
(14) 589,122.41
'4 Net Value Subject to Tax. {line 12 minus line 13}
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15 Amount of Line 14 taxable at the spousal tax
rallO, 01 tral'\SlefS under Sec. 9116 (a){i .2)
,0_ (15)
'.O~ (16)
x .12 (17)
x .15 (181
(19)
26,510.51
16 Amount of Line 14 taxable at lineal rate
589,122.41
26,510.51
17 Amount of Line 14 taxable at sibling rate
18 Amount of Line 14 taxable at collateral rate
19 Tax Due
20 rZl
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
''''
Decedent's Complete Address:
STREET ,\DGRESS 1 3815 Chestnut street
CiTY Camp Hill I STATE PA I ZIP 17011
Tax Payments and Credits:
Tax Due (Page 1 Une 19)
2 Credits/Payments
p.." Spousal PO\lerty Credit
B. Prior Payments
C, Discount
Total Credils (A + 8 t C ) (2)
3 InteresVPenalty If a?Piicable
D. Interest
E Penaliy
TolallnteresVPenalty ( D t E ) (3)
4 II Lme 2 IS greater than Une 1 tUne 3, enter the difference. This is Ihe OVERPAYMENT.
Check box on Pagel Line 20 to ,equest a refund (4)
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 lax due.
B Enter the total of Une 5 t SA. This is the 8ALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(1)
26,510.51
18,947.34
7,563.17
(5)
(SA)
(58)
7,563.17
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
~
IZJ
iii
iii
iii
!XI
Did decedent make a transfer and:
a, retain the use or Income of the property transferred;.. .............".. .....................
b. retain the right 10 designate who shall use the property transferred or its income;....
c. retain a reversionary interest; Dr..... ....................
d. receive the promise for life of either payments, benefits or care? ..................
If death occurred after December 12, 1982, did decedent transfer property within one year of dealh
without receiving adequate consideration?.... . ...................... ............................. ..........................
3 Did decedent own an "in lrusl fo~ or payable upon death bank accounl or security al his or her death?
4 Did decedent own an Individual Retirement Account, annu'lty, or other non-probate property which
contains a beneficiary designation? .
Ves
....0
o
....0
o
...0
o
....0 iii
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
2
(hee: ;>e'1al:les 01 perJury. I declare lnall nave examined this return. including accompanying schedules and statements. and 10 the best of my knowledge and belief, it is true, correcl
and complete
Declaration of preparer other than the personal representative is based on all infonnation ofwllich preparerhlls any knowledge
treet, Harrisburg, PA 17102
WNATU~E OF PREPARER OTHER THAN REPRESENTATIVE
~0L.-.,..,.~ ~
ADDRESS
2215 Forest Hills Drive, Suite 35, Harrisburg, PA
17112
DATE
3-28-02
DATE
3-28-02
,- -...-....""
F 'Jr cates 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 PS \9116 lal (1.1) (III.
F~H d;3\es 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 PS 99116 (8) (11) tll)]
The statute does not exemot a transfer to a sUNiving spouse from lax, and the statutory requirements for disclosure of assets and filing a lax return are st',1l applicable ever'
the surviving spouse is the only beneficiary,
FCl dales oj 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 adoptl''ie paren:
"3 stepparen( ot (he chHd IS 0% [72 P.S. ~9116(a}(1.2)J
~"le tax 'ate 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, 039116(1.2) [72 P,S, 39116(8'i(r:]
-re lax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Sectlor, 9102 as a'-
l'ld;Vldua! who has at least one parent in common with the decedent, whether by blood or ajoplion.
~'=."".
COMMONWEALTH OF PENNSYLVANIA
'NHERJTANCE TAX RETURN
~ESIOENT OECEOENi
SCHEDULE A
REAL ESTATE
ESTATEDF
Edward E. Rutherford, II
FILE NUMBER
21-01-0680
All real property owned solely or asa tenant in common must be reported at fair macket value. Fair maf'f'.et 'IallJe is aelined as the price atwhiO'1 property would be exc.,angea
oelWeef1 a wIlling ouyer and a willing seller, neither being compelled to buy or sell. both having reasonable knowledge of the relevant factS. Real property which is jOlntly-owned wrth
r19h1 of
SUNIVOrshio must be disclosed on Schedule F.
i I :.~~
,~UM8EF<
DESCRIPTION
3815 Chestnut street, Camp Hill, PA
(Comparative sales analysis attached
VALUE, T DA TE
OF DEll. TH
17011
hereto)
$85,000
TOTAL (Also emer cn line 1. RecaoltUlation) S $ 8 5, 000 . 00
(If more space is needed, insert additional sheets of the same size)
'-'
'-./
.-'
09/11:2881 14:52 717581513B
n..L-~-2001 1'7' C6 CIlHSG Cl1I'II'H1L.L
MIHNICK ENTERPRISES
PAGE 03
717 761 B8~7 p.el/1S
IIAXaI"..6H..r
.
"' ~ lJl: ~e..
"JUt _. 5"; - 70 t"t 3 .... ,
IMW 7~.3b -01
....... "", II"*",,, ". '- _ItJ/b::IAI Mb.._ ._H
COLDWELL BANKER HOMI!SALE S.RVIC.. GROUP
,.. IlIAIIKIiT STREET, CA." HILL,"A 17011
TELEPHONE; (717) 711-7900 pA)(: (717) 781..837
.-mell: www.pouurnCcbh.g.com
NO. OP PAoli. (Includinl Cover) J !?'
CL, ~ Ctvn .~~IL) ~ f/U~ 1(91. du4~,
~~ Q/1W . ~ /fVJa..tYUf
CultcvJ. ~ ~ 'l/JtWL ddY2L-
0fJ da;i:t/ng ~ff f1AL ~( iAL ht;twtU/n
4;>3, seD () ~d. JI' ~t', O{)~ .
Jl.t tr-A. ~tM wCt:A flU) ell, JEt.
Uf LjI9UA .J,tJ"mJL to Ad1 ~
Jl8"~~OO rlMd ..f?t"t)DC).
J~ ,~ /YULd /JfiUJ~8 ~I ~
q WJl /JW.L t:L eaa.
Or.
IF THIS 'AX WAS R&C11nD IN IRROR. PLr.ASE
NO .1. ~ A80YI: SDlDUt. TIIAN'I( YOUl
09/11/2001 14:52 7175815130
JUL-J0-2001 l'(:-.!,'I l.,.~u \,.....t"'M.....l..
MINI,ICV 8,ITERPRISES
~AG~. 85
LN, 10053680 1
Single Family FULL Format
PT: SF / SPT, SF
~______________________________________~_____w________~~______________~__~.+
ST: SiTT LD: 04/17/00 WJl.: 04118/00 I.i.t Pl:ice: $ 82500 i
M1': 10 OMD: 04/27/00 XD: Odg Price: S 82500 I
UD; 06/29/00 CLD, 06/29/00 'FC 4 Sale I'l:ice: $ ~~
so: RMREPR SA. 55637 SA2: Cntl: Price: $
SAC; 0 SAC: 3 OAe: TLC: LT: ERS
+_____....________________________..___________..u___________________________+
Addres.:
City:
Su.bdivieion:
3620
CAMP HUL
CHESTNUT ST
State: fA ~IP Code:
Arell: 6
Kap P"ge, Map Coord.:
Prop IO No: 10.21 0275 133
17011-
County Code: CUMB
I Municipality: HAMPDEN
ROAd P'rontage:
+___________________________.______~~_________________..______u______________+
Fl._arks:
"ADORABLE ~ IMNACULATS" aEST DESCRIBiS ~H~S HOME I
NEW CARPET: EAT-IN OAK KITCHEN; ROOF 4 YRS OLD; UPDATED
WINDOWS; FENCED YARD; LOW TAXES; ALL APPI.IANCES REMAIN.
MOVE RIGHT IN!
~_..- -----------------,---------._--------------~-_.------------------------+
I
+----------------------------_._----------~-------._~-------~--------------+
I
+-------------~----------------------------_._----_._-----------------------+
, Li~t Office: RMRiAL Name: ~/MAX ReALTY Phone: 117-761-6300 I
List Agent: 63905 N~: MOUL, JEANETTE Phone: 717-737-6390
List Agent Voicemail: 730-3016 I
List Agent !Mail: jmoulipaonline.com
List Agent2: NAIlle: Phone:
owner Name: MENTZER Owner Phone: 975-1675
Direction.: TR~LE TO 36TH TO L/CHESTNVT TO *3620
Oirections2:
Possession:
I SA Show Instr:
BA Show Instr: CALL LIST OFFICE,APPOINT"
Lock Box De.o, eFLS
Occup1e~ (O/T/V): 0
'I Photo Code: PHOTO TAKEN
Photo ::nstr,
+----------------~-------------------------------------------------~~-----_.~
,
Aore.; 0.00
Source: AFPRAIS~~
Lot SIIFt:
To': Square Feet: ~
Lot Oimen; 60 Xrro
New Construction:
+~-------------------------_______________M________________________________+
I 1(0 ~oom.: 4 1'\&11 &atha, 1 Spaces I Covered: Uncovered: II.
No BedrOOlllS' 2: Half Baths: No Fireplace.:
~.ar Built: 19S0 Otner aath.: Warranty:
I "0 it::ot'i..: 1.0 Tot lIathil: 1 HandiCap Modit:i..cl: .
",.",.,.,,,,, _ 0IIMlnI .... Jill,. lOtI,
1)3/11/2flO[ 14: 52.. 7175815130 MINNICV ENTERPRISEc
JLL-~-,~l 1 (..dol I...tiH~U ..../'1I.rMI\..l.". . .'-'
F~ll BAth Level, K
Half Bath Level, '
'...' '....... ....""'..
P,~q~._, 0.~~
I.
1
.1
+-.------------..------------.----.--.------------.------------------------+
Information Oeemed Reliable But Not G~aranteed. pag_ 1 of 2
+M_______+____.______+_____+___________._______________________________..__+
I !l.ln N4l'lIe I Oimen I Levell Due
+--------+---~------~+-----+-----------------~~---------------------------..
, I.i v 12 X l'I' 7 M CEILING FANS, WilLI. TO WALL C1I:RPET I
Din I
Fam I
Den
Kit
~r
Bill
BIl2
all3
1lR4
OlU LAU . If VINYL FLOORING I
OR~
OR3
+--------+-----------+-----+----~----------------~-----_.--------------~---+
I
-~
LN: 10053690 1
12 X
10 X
12 X
I HO .....oe (Y Il'1l I
i XO Anoe Fee:
Single Family FULL Fo~t
~r: SF I SPT: SF
S
14
10'7
CEILING FANS,VINYL FLOORING
CEILING FANS, WALL TO WALt. C1I:RPET
WALL TO WALL C1I:RPET
M
M
M
Anoc Fee !ncl:
I Tax Amcunt,
+--~-_._--~-------------_._-------------------------------------_._-----_.._~
y
U7
Pi.clo.u~e Form:
+------------------~-----------------.__._------------.._--------------~---+
i Tax Year: 1999
+------_..-.__..-----.._---------------------------~----------------,~-~----+
I School Pistriet, CUM8
+------------------------------------------------------..-------------------+
A.eO }"inancing:
AlMIni t i.. :
Appli/lnoee,
Bae_ene,
COlu:truction:
(:oolinO',
Electric:
Equiplllent:
Exterior:
Exterior Feat:
Fence C....c:
1'100rin!:ll
Foundation:
Heating:
lnterior Feat:
Lot De.o,
Misoellaneous:
Other ROON:
Pari<ing:
Roof:
Style:
Water Sewer:
Waterfront O..c:
Zoning:
Farms,
O\ltl:>~ild :
CONVENTIONAL,VA,FHA,CASH
RANGE. RtFRIGEa1\TOR
NONE
FRAME
W1\.LL UNITtS)
CIRCUIT BREAKERS. lOa AMPS
SNOKE DETZCTO!S,CEILING FAN. CAlLE READY
SHINeL!
EXISTING STORM WINDW, EXISTING STORM DOORS,PATIO,STGRAC'
CHAIN LINK
WALL TO WALL CAJlPltT. VINYL
SLAB
FORCED AIR.GAS
ALL WINDOW TIUlATMENTS.GAS STOVE CONNECTIOW.WkSHEll CONN'
LEVltL
L1I.tJNDRY/UTILITY
OFP' S'!'QIM'
COMPOSITION
AANeH
PUBLIC SEWER,PUBLIC WATER
RESIDENTIAl.
I
+-----------------------------------------------------._---------------------.
Informatioa Deemed Relial:>le B~t Not Guaranteed, Page 2 ot 2
~lly: ,.", 0IibcIm 011 JuIy~~"
['3/11/28e1 14:52 7175615130
" ""--""'-"",.,. U'.sla CBHSG CAl"PHILI.
MIHNICK EHTERPRISE~ P',GE 87
.._-_.. -----....-.---
717 7S1 8S37 P.1S/1S
I
I
..._~
Uh 00141784 1
Single PAmily FULL Format
PT: SF I SPT,
+-------------~~-------------------~~--------------------------------------+
I
ST:
M'l' :
UD:
so:
SAC:
LD: 01/19/95
OMD, OJ 105/95
. CLD:.C.-4I21/95
SA, 63216
RAe. 1.5 CAe:
01/20/95
LtlR,
)CD,
l'C
9-'2;
4
Li.t price. $
OdO Price: $
Sale Price: $
CI1tr Price, $
LT:
84900
84900
84900
i
.----------------~---------------------.------_.----.----------------------+
'I'LC:
Addres.:
City:
Subdivision:
3613
Cl\Mp HILL
HAMPDEN GAIlJlENS
CKES'l'NIlT S'l'P.lE'l'
Stato:
AreA:
Map 1'&\1":
prop 10 No:
ZIP Cod..:
6
County Code:
Municipality:
P-oAd Prontage:
Map Coord..:
HAMPDEN
+-------------.-------------------------------------------------------.----+
I Rem.arks:
THIS 8&AUTlroL1oY IlUNTAIJnm .. FtlNCTrONlU. lU.NCH IS LOCATED
CLOSE TO EVERYTHING. EXPANDED LIVING RM W/~LAGS'I'ONE ENTRY
FIREPLACE.. NEW CARPET. MOPERN KITCHEN IS BRIGHT,CHEERFUL k
HAS LOAI)S OF COUNTER " CAIl:mET SPACE. ENCLOSEtl POSlCll FOR 9
M'l'H F.\MILY FUN. WORJ( SHOP" EXERCISE RM OFF POllCH. MOCERN
BATH W/VENTED SKYLIGHT. NIW looF AUGUST '94.
+------------------------------------------..--~------------~~-------------+
I 81>. Show Inet.,..:
BA Show Instr:
~ock 80x Oe.c: CfwB
Ocoupied (O/T/VI:
+~~__,w_____________________________________________._______________________+
I Photo Code: PHOTO TAKEN
I Photo In.t.r,
+-------------------------------------------..--------------,---------------~
I Wille Office: THOMP NIlD\.: PRUIlmrrIM.. THOMPSON' Phone: 717-761-8353
I List Agent: 64265 N~.: WHITEHEAP. BARBARA Phone, 717-237-1494
List Agent voicemail.
Liet Agent EMail: barbaralbrokererealty.com
List Agenc2. Q N~e, phone:
Owner Name: STRADER Owner Phone,
Direction.: MAltltET ST TO RIS 39TH, L/CKESTNU'l'
Direction.2:
Possession: SETTLEME
I
.~---------------------------------------~----------------~~--------------,.+
Tot Square Feet:
Lot Ci~n, 106,51 X 62.~~
Ne~ Construction:
Acres:
Sourc.r
Lot SqFt:
0.00
~---y-----------------------------~---_._---------------~---._-------------~
I No l\ooma:
No B~o~: 3
l YeAr ....1.1;,
No Storie.: 0.0
FUll Bath.: 1 spAoes rCovered, Oncovered:
Halt Baths. NQ Fireplace.: 1
Other BAthS: WarrAnty: N
Tot BAth.. 1 HandiCap Modified:
N_.,. ,.._...JIJIy,JD,1ltIfI1
) I
Bgill/2001 14: 52 7175815130 MTI"Nl,":K E'ITERPR1SES
JLL-3l:j-C1~1 1.(;.>lO l..-Cf"'QU ""'"" I..""'.... ... 1 - I' FAGE 88
t F~ll Bath Level: M I
, ' . Half 8ath Level: . ,
+----------------------------------------_._-_.~~---------------~._---------+
Info~tion Deemed ~eliable But Not Guaranteed. Page 1 of 2
LN: 00161786 1 Single Family lULL Format PT: SF I SPT:
.--------.----_.-----.-----~-------------------------..----------------.---+
I ~ Namel Dimen I Level I Deac I
+________+___________+__~__.--------------_---_-------_____w_________._____+
Liv 18'9' x I
Din
Pam
Den
KH 12' 9' X M
Mbr 10' X 24 M
DIU
BR2 10' X 16 M
DR3 8' 5' X 1 )l
BRi
ORl
OR2
I OR3
+--------+-------....+-----+----.-----.-------------------------------.-----+
1
I
+-----------_._-----------------------------~._---..------------------------+
I
+.---------------------..------------------------------_.----~--~-----------.
I
+---~-----------------------------------------------------------------------+
I School Ohtrict: CUMB I
~-_.'
I IiO Anoc (Y IN) :
HO Assoc Fee:
I Tax AlIIount:
I Tax Year:
A.soe F.e Incl:
Disclosure Form:
'Y
1100 MIL
+--------------_.-----------------------------_.~--------------------------~+
A.CC Financing:
AlIIenit!es:
Appliances:
!Ia8_ent:
Construction:
Cooling:
Electric::
Equipment'
Exterior:
Exterior r.at:
Fence Desc:
Flooring:
Foundation:
Heating:
Interior Feat:
Lot Oesc:
Miscellaneou8:
Other RoolllS:
Parking:
Roof:
Style:
Wllter Sewer:
Waterfront O..e:
Zoninq:
Farms:
Outbuild:
CONVENTIONAL. VA. FHA, CASH
PUBLIC TRANSPORTA~ION
RANGE. DISHWASHER. DISPOSAL
WINPOW UNIT(S)
SMOKE OETECTO~.CEILING FAN
SHINGLE.ALUN
PORCH
FORCED AIR. GAS
SKYLIGHT
PVtl DR
COMPOSITION. OTHER
RANCH
PUBLIC SSWER,PtlBLIC WATER
RESIDENTIAL
+--------------------------...---------------------------------------------+
Information Deemed Reli.ole aut Not Guar.nteed. PAge 2 of 2
"__fly: ~ -...., JulyH, /IfI01
03/11/2001 14:52 7175815130
JLL-Jil-ZOOl 1'/:.<\:1 ,,""""-' .........Mll.....
MH4NICK ENTERPRISES
..., 'v.. ~....'
UJ; 10034278 1
Single Family FULL FOl~t
PT: SF / 51''1': SF
+-_._---------_..-------------------~.-------------------------~------_.----~
ST: SETT LO, 09/15/98 LDR: 09116/98 List .rice: $ 85000 I
MT; 6 OMI>; 09/21/98 XD: Ol:'ig l'rice: $ 85000,
I UD; 11/03/98 . CLD: 10'30/98 FC 4 Sde Price: $ ~~
: SO; BROKER SA: 6' 54 511.2: Cnt. Price: $
j SAC: 3. 5 SAC: 3. 5 OAC: TLC: L'l': ERS I
+~~_________.__._____________w______._______._____~___--...-----------..----.
,
I
I
I
I kddres.: 3804
I City: CAKP HILL
,Sl.lbclivision: HAMPDEN GARDENS
I C~unty Code: CUM. Prop 1P
Municipality: HAMPDEN
I Road Frontage:
+.~---------------------------------_.---------------------~.-----------_.-.
RC!m&rKs: PERFECT 4OCATION! EAT-IN-KITCHEN,HARDWOOD FLRS. ~~~.
"1Jl!:PLACt. FULL SASDlENT .~ AI,!!:. LARGE LEVeL LOT.
STORAGE BUILDING .CAAPOIl'l'-l-LltJaCcf RANCH A GREAT SUi'.
CHESTNUT ST
State:
Area:
Map Page:
No. 0
PI\.
6
ZIP Code:
17011-
Map Coords:
.-----------._---------------._._-------------~--------.-------------------+
1 SA Show Instr. CALL LIST OFFICS
: SA Show InGtr: CALL LIST OFFICE
Lock BOX DeAc: CPHL
occupied IO/T/V): 0
+-----------------------~-~------._--------------------------------~~------+
I
+--------------------~--------------------------------------~--------------+
I
I
I
I
I Photo Code: PHOTO TAKEN
Photo lnstr.
List Offic.. THOMP
Li"t Agent: 6S3SS
List Agent Voicemail:
Lise Agent EMail:
t..ist Agent2:
Own.er Name:
Oirections: FROM
l)irections2:
Po~"ession:
Name, P~UCENTIAL THOMPSON. Phone: 717-761-8353
Name: XBLLlHER, MARY Phone, 717-763-8361
maryS8S8laol.com
Name:
Phone,
OWner Phone:
MARX~ S~.L/S.39TH.L/CHESTNVT.HOHE ON
LEFT
+_________________M________________________________________________________.
,
I Tot Square Feet:
I' Lot Di_n:
New Con3~ruet1on:
969
Acres: 0.17
Source: PUBLIC RECORDS
Lot SqFt: 7200
+------------------------------------------------------------..------..-----+
No Roo",.,
100 ..ciroom.,
'iea.r Built:
110 Stori..:
Iilu.U .atM'
Half .ath.:
Other Bath.:
Tot B..th.:
1.
1
Space. I Covered:
No F~replace8'
Warrall.ty,
HanQiCa~ Modified:
1 Vncoverecl,
1
'I.,
1950
1.0
~.7; _-... ...JlllyH,_
PAGS~ Q'!.
) I
I
I
0,,11/2081 14:52 7175815138 MHltHC': ~!:!,Er:F"?lS[";
jU.-..;<l-~l 17:;<9 CllHSCi C~IL.L
.-~----------~---~-----------------------------,---
J Pull Bath 'I.evel:'
j Half Bath Level: I
+-------------------------------~--------------.---------~--------..~------.
Iftformation o.emed aeliable But ~ot Guaranteed. Page 1 cf 2
'--.-.....
LN: 10034278 1 Single Family FULL Format PT: SF ! SPT: SF
+--------+-----------+-----+-----~~-----_.~---------------~-.-------~------.
: Rrn Namej Cimen Itevell Ce.c I
.---~----+-----------+-----.-----------------------------------------------+
I Liv lSx12 M PIREPLACE,WOOD 'LOOR,WINDOW TREATMENT
Cin
F......
I Cen
I Ki'C
I Kbr
I BRi
I llR2
I BR3
BR4
I ORl
OR2
ORJ
16X12'6
12'SX12
12Xl0'6
12lt10
PAGE 18
71'1 7&1 8e;l7
P.Hl/18
H
VINYL FLOORING, WINDOW TREA'l'MIN'1'
M
M
M
WOOD FLOOR,WINClOW TREATMENT
WOOO FLOOR, WINDOW TRl!:A.TKaNT
WOOD FLOOR, WINDOW TREATMENT
.-.-~----+-----------+-----+-------------------~._-~--------~--------------+
,
I HO ...noe (Y IN) :
I HO Anoe Fee:
.-~~---------_________________________________________~_____________.__~___4
I Tax Amount: 800 Oiacloaure Form: Y I
~--------------------------------------------~-----------------------------+
I Tax Year: 1998 I
+-------------------------------------------------------------------...-----+
I School Di,tr1ct: CUKB !
+--------------------------------------------------------------------------+
Aec Financing, CONVENTIONAL, VA, FHA, CASH I
Amenities:
Appliances,
Ba.ement,
Con.truClt1on:
::oclingt
Electric:
Equiponent:
F.xterior:
Exterior F....t,
Fence Dese:
F1QOrino:
Foundation:
Heating:
Interior Fellt:
Lot Ce.e:
Mhcellaneous:
Othu RoOllls:
?t,r king ,
Roof,
Style:
W.~ltr S....er'
W..terfront De.c:
Zoftinll':
Farll\ll:
O\ltl:>.~ild :
A..oe I'..e Incl,
RANGE,DISMWASHER,WASHER,DRYER
!"OLL
FRi\KI
CDl'1'tw. AlII
SMOKE DETECTOR$,HUKICIFIER
~~"~R ,
'EXJ:STING STORM WINDW, PORCH, PATIO, STORAGE
SHED/OUT BLDG
WOOD, VLllYL
HAS~P,Y
1"0RClSD AIR,OIL
ALL WINDOW TREATMENTS,WALK-UP
LEVEL
ATTIC
~'l"
COMPOSITION
RANCH
PUJLIC SEWER,PUBLIC
WATER
RESIDENTIAL
+-------------------.---------------------------.--------------------------+
In!onr.a.tion D.."",..d Ileliable But Not Guara.nte.d,
Pag" :2 of 2
"",..,., bjo: "", ~ 011 July H. IlOO1
09/1l/2881 14:52 7175815130
JUL-30-2001 17: ~I '-~ll \.H'''''''u..
MINNICK ENTERPRISES
,...... ..........
P~G.E...... l}~
LN: 10058163 1
Single Family FULL Format
PT: SF / SPT: SF
+______w_____~____________________~._______________________________________+
! ST: SETT
! lIT: . ill-
, :1D: ~/Ol
,
I SO: RMREAL
I SAC: 3.5
LD: 08/18/00
OMD: 02102101
. CLD: 03/~3/01
SA: b:'..cJ.~
SAC: 3.5 OAC:
LOR:
lCD:
FC
S1.2:
3.5
08/21/00
1
List Price: $
Ori.. Price: S
Sale Pric.: $
Cntr- Price: $
LT: ERS
92500
92500
88900
TLC:
+--------_._-----~--------------------------~~------------------------------+
I
I
I' County Code: CUMB
Municipality, HAMPD!N
:Road Fr-ontage:
.>.ddrellll:
City:
5",bdivision:
3795
C1JoIP HILt.
HAMPDEN GARDEN'
CIIZSTIroT ST
State:
Area:
Map '..ge:
Prop ID No: 0000
PA
6
ZIP Code:
17011-
Map Coords:
+----------------------------------------------------------~-_._-----------~
Remarks:
NICE RANCK ON A CO~ER LOT WITH FENCED BACK YARD, G~S HEAT,
~alTlUr" aTR .Io.ND CAR PORT. 3 BItlROONS 1IND 1 BATH. OWNER IS ;.,
LICENSED REALTOR.
I
i
I
+------------~-------------------------------------------------------------.
I
+----------------------------------------------------------------- ._-------,~
!
I SA Show Instr: CA~~ LIST AGENT,SHOW ANY"
I BA Show Instr: CA~~ LIST AGENT. SHOW ANY"
Lock Box Deso: CPML
Oocupied (O/T/V): V
I Photo Code: SUBMITTED
Photo Inlltr:
.--------------------------~----._----------------------------~----------_._+
I
I
+------------------------------------------------------------------.-------+
L18t Office: GAUOl
List Agent: 677~2
List Agent Voicem.il,
t.ist Agent EMail:
List Agent2,
Owner N_e:
Directions:
Direct~on"~:
Possession: S2~T
Name: JACK GAUGHEN' ERA Phone: 717-761-4S0C
Name: HEIDINGSFEI..OER, DAM" Phone: 717-774-6936
N&ll\e:
HUOINGSFEI..OER
Ml>.RKET ST TO ICO
KO MO'S,
Phone:
Owner Phone: 774,,4239
L/STOP SIGN TO PROPERT~.
I
'I Tot Square F.a~: 1008
t.ot Dimen: 80X72
I New Construction:
Acres: 0.09
Source, PUBLIC R~CORDS
t.ot SqFt: $760
.--------------------______________w_______________________________.~_____..+
I No Rooms: ! Pull BatM I .1 SpAoe. (Covered: 1 Uncovered: J !
No eadroo_, 'a Half Batha: No P'ireplaoes: I
I Year Built: Other .atha: War-ranty: Y
i No Stories: ',1.0 Tot Baths: 1 HandiCap Modifiet1: N
,.,..... ey: PM -.. _ July., HD'
"IHIN!CK ENTERF''!I~,ES
Pi\GE 12
717 761 8837 p.e4/18
I'
:
I'
I
09:11/2881 14:52 7175615130
JUL-31/!-:2001 17:;n CIlH5G CR"f'l-IILL
Full Bath ~evel,.
Half Bath Levd I
.~___~___________________________________~_____~_______________u_____~_____+
Page 1 of 2
Info~tion Deemed Reliable But Not Guarantaed.
tN: 10058163 1 Single Fa:nily FULL Forlll4t PT:, SF I SPT: SF
+--------+-----------+-----+---------------._--------------------------~_....
I Rm Namal Dimen \ Level I ~..o
+--------+-----------+-----+----------_.-----------~-----------------------+
toiv
Din
Fem
Den
Kit
Mhr
BIU
BR2
SR3
SR4
ORl
OR2
OR3
bl
M
M
M
If
1 HO A..oc(Y/Nl: N
I MO A.lOC Fe.:
..-------+-----------+-----+----------------------------------------------.+
""1100 r.. Incl:
+______________________~__________~______J________________~________________+
I
~--------------------------------_.------------_.._--~.------------~-------+
1
+-..------------------..------------------.-.--------------_.-~-------------+
I
+---------------------------------~----------------------~~-_.---------_._~.
I
! 1'a:>< J.:nount:,
\ 'ra>< YO..1::
.001
I School Diat1:iet: COMB
I
I
,
I
.~-------------------------------------------------------------------------+
!\.cc Financing:
Amenities:
Appliance.:
Ba..J'tIent:
Construction:
Cooling:
Electric:
EquiPll\ent:
ZXterior:
Exterior I"..t:
Fenc. Pe.o,
Flooring,
Foundation:
Heating:
Interior Feat:
Lot 0...,,:
Miscellaneou6:
Other RooINI:
Parking:
Roof:
Style:
Water Sewer:
Waterfront Desc:
zoning,
l'a:nllll:
Out:build:
856
Disclo.ure Form:
y
CONVENTIONAL.VA,FHA.CASH
P~.PLAYGROONP.POOL.TENNlS COURTS. GOLF
RANGE. Ul"lUGBI\A't'OIl., ICE >>'CRINl!:
FlJ'LL. UNFINtSKml. SUM\' PUMP
'!lAME
CBm'aAL AU
COVRSE,SHOPPIN'
DEHUKIDIFIER.CABLt ~VAILABLE
ALUM
CHAIN LINK
WALL TO WALL CARPET. VINYL
BWCI(
FORCED AIR,GAS
ALL WINDOW TREATM.EliITS
CORlilE'll
C'ARPOR~'
COMPOSITION
RANCH
PUBLIC SEWeR. PUBLIC
WA1'lU~
RESItlENTIAL
Information Deemed Reliable But Not Guaranteed.
1'111/4: 2 of 2
",..."."" "'" 0Hum .... JiUI'''' _,
''''''''''.,''".
::CMMONWEAL TH OF PENNSYLVANIA
,NHE~TANCE TAX RETURN
~ESIOENT DEe DENT
SCHEDUlE B
STOCKS & BONDS
ESTATE OF
Edward E. Rutherford, II
FILE NUMBER
21-01-0680
All oroperty jOir\tly~WTled with right of 1urvivorship must be disclosed on Schedule F.
'I t,1"j
~UM8ER
2.
3 .
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
DESCRIPTION
AT&T Account #36002-1135
AT&T Account #36002-1034
SBC Comm Account #16694-54082
Verizon Account #3115-5591
Verizon Account #3115-5583
Lucent Account #00167-21557
Lucent Account #00167-21540
Avaya Account #16721557
Avaya Account #16721540
AT&T Wireless Account #360021034
AT&T Wireless Account #360021135
NCR Corp. Account No. 13704340
Commerce Bank
VALUE AT OA TE
OF OEA TH
$ 242.00
840.00
199.00
429.00
11,044.00
69.00
253.00
13.00
40.00
265.00
66.00
95.00
456.00
(statement from American Express Financial Advisors
stating values is attached hereto)
Account #01063528258 4 002
Account #01153528258 3 002
Account #01183528258 0 002
Account #01253528258 1 002
Account #01313528258 3 002
Account #01323528258 2 002
Account #01433528258 9 002
Account #02063528258 3 002
Account #02223528258 3 002
Account #02243528258 1 002
19,305.93
.91,620.14
8,186.74
5,401. 74
7,706.27
7,563.57
9,987.50
15,047.12
5,030.01
10,073.63
(statement from American Express Financial Advisors
stating values is attached hereto)
Annuities - post 1985 Account No~ 93004090972 1 004
95,549.99
,
I
TOTAL (Also enter on line 2. Recaortulation) S 289, 483 . 64
(If more soace 1$ needed, Insert aOdrnonal sneels or the same sIze)
f~RGt.; Qt'I~I:;; [C~N EXPRESS FIN. AU,nSORS PHONE NO.
717 761 1994
S"p. 27 2001 02: 44PI1 F' ';
Edward E RutherfD'd Jr.
0612812001 0612812001
ItQl;A .aW.1 lll!lD.Il timW: IWu ~ ~
AT&T 36002.1135 EER&ECR T 15 $16.16 $242
AT&T 36002.1034 EER T 52 $16.16 $640
see Comm. 16694-54082- 5ER sec 5 $39.81 $199
Veri:z:on 3115-5591 EER&ECR VZ 8 $5361 $429
Verizon 3115.55B3 EER VZ 206 $53.61 $11.044
Lueent 00187-21557 EER&ECR LU 12 $5.76 $69
Lue.mt 00167.21540 EER LU 44 $5.76 $2-53
Avaya 16721557 EER&ECR AV 1 $1344 $13
Avaya 16721540 EER AV 3 $13.44 $40
I>.T&T Wlrele$$ 360021034 EEP. AWE 16 $16.57 $265
A T& T Wireless 360021135 EER&ECR AWE 4 $16.57 $66
NCR Corp 13704340 EER NCR 2 $47.69 $95
Commerce Bank EER COSH 14 $32.55 $456
FRlJf')
H~IEP Ie,,",1 ~:,F'RES'; F II" R[1J I SOPS PHONE jJO.
717 ~'G1 1994
S~p. 07 20al 02: 38F'f'1 p.:.: __
jd'!,;., b Ie
IDS LlFE!: ):-iSURANCE CO!.\'IP,\NV . I Jil
AM:JtRK'AN E,XPJI.EfoiS niNn~ L 1''/ i '\
AMtRICAN ExrRESS CERTIFICATE COMY"""
AM',i(J:C.\N EXPRESs BROKERACE
70.100 .U1 Fin.anciaZ C'tn~r
MiAhc::apoli.. M:N ss.'"
..
Financial
Advisors
J~ly 31, 2001
A -J--&r -..s-g I-S ss5'
" .svtf - cr.s '/6 u){;,,~'-h:..
Z,,:U - 770/5 (y)
ljl f - 6}'jDS' U:..-0V ee))
7 b/- 011:S (l~ )7-; P() If1
Tel
JOHN PAUL GROVE
WESTWOOD CENTER SUITE 4()4
4661 TRlNDLE ROAD
CAMP HILL, PA 1701 I-5M3
DeDr JOHN PAUL GROVE:
nUlnk you fOll'our =nt inquiry regarding EDWARD E RUTHERFORD's accounts, nlese arc the
values of the account..5 of 001281200 I, At the end ofth..letter, you will ftnda list orbenci\chuje. sl\own
in our ltribal review of the deceased's ,aCCOllnts.
The IRS cbanged TJUp.yer Identification (TIN) ~rtin<atioa '."page 00 tb. W.9.. "f July 1st,
2001. PI..... submit tb.lak.. ,.."iuna .ftbe Estate SntIemeut 'Onll (3Z48F). and >>eath Cltlim
SII.temeot Form (33047P) to u"oid delaya ill proc...ioll- rr lIII older form io used, tIl. claimant mu"
also submit. W.9 fonn with a re,'i.ion date of otlc..t 12~. The updated fOnDJI are all available;.
the 1'01'111' C.blDel 00 Advisor Connect.
Auount Information
Mutual Funds
.&..~.!IDt Number
OI06.l!282184 001
01153528258 3 002
OJ 1835282580002
0i2S.l528258 1 002
013135"82583002
01321528258"2002
()1433528258 9002
02063528258 ) :>02
0222352'il258 3 002
02243528258 I 002
Annuitl.. - Post 1985
Account Num~r
9 )004090977 ! ()()4
Mutual Fund.
Ac~ouul~~
010035282584002
01 \ 53528258 3 00]
OJ 183528258 0 !)o).
01253528258 I 002
01313528258 , 002
o LJ 23528], S1\ 2 00],
OvroenhiD
lRA . benefici'JY designated
Individual. rOD
IRA . beneficiary <iesJllfIlltod
IRA . beneficiary designated
Individual - TOP
IRA - beneficiary desigll2ted
IndiVIdual ~ TOO
Individual - TOD
IRA . beneficiary desIgnated
IRA . beneficiary designated
Own~rshjo
Iudividual
Total Value
$ 19305. 93
$91020.14
$818674
$5401.74
$7706.2:
S7563.57
Asset Val~ p", Sh~
2596,)
4410
5.790
2,980
877()
:'i..~30
, ol.!lltlles
743.680
ZQ'769,41O
1205 706
1811592
878 700
J 367.734
;;::;;~~;B Jr.J Mn'Jities ~rlJ i.ssued bv IDS lite "'~n:;;ill;:>mP8ft'l. ~n ,4r'f\{!I'CbI1 E.r.p'e~ti Cl1ml',JtlIW
FF:O"I
AMER I CAN S><PRES;:, F II" AU) J SORS PHONE I'D,
717 751 199~
Sep. 07 2tJ01 02; 39pr1 P:
..
Financial
Advisors
01433528258 ~ 1m
02063528258 J 002
02223528258 J 002
02243528258 J 002
$9987.5
$15047.12
$5030.0 1
$.10073.63
1078.564
579.627
916.157
2111.297
9.260
25.960
5.490
4.770
Annuities. Post 1985
~nt Number
93004090972 I ()(J4
I2li!lYalue
$9554999
Account Disposition
Account disposilion 1$ based on bow an ,,",count is owned (the ownership type). The followmg
mfOrmll110n will help you undenlland the prouss thaI ""II be used to ",tile the .ccc.unts.
Disposition for JBA - benefidary desigDated own~"hlp
UpGn ll>ewlh Gf\he owner, aU IRA accounts pa.. 10 the named beneficiaries. To detamine the
distribution options availabl<, pleu< con.ult a tax aavisor. If .UlRA accounts will not be fully di!tributed
to the beneficiaries wi\hJn t,,"" year of the owner's a.ath, we reconunend the <>cooums be lransf<mld into
beneficial ownership by year end. This ensw-es we are able to meet IRS Form 5498 reporting requirements.
T'ansf~mns 10 beneficial ownership lS nO! . taxable distribution (0 the bencficiary.
Disposlti<>n iGr lndivl.suaJ . TOn ownership
Upon the death of the own<:1', all w::ounts registered as indivl<luaJ-transfer on death plUs to the llJlr)1ed
beneficiaries A1thGugh the assets do not becomep<ll1 of the ..tate for distribution, we undentand they
should be included for inherit.all<< and/or estate !<Ix pwpc=
Disposition for Individual OWDel'llhip
The deceaso<l was the annuilallt on at least one annuity account previously listed. Upon the death of the
""llIutant, accomt proceeds typically pass 10 the beneficiaries named al the time of dutil. If no beneficIary
was designal<:<l the proceeds \>ecome part of the e"",te for dlStn1>ution. DEFE~D ANNUITY NOTICE'
The benefiel.ry(s) has the option Gr (alung the armuit}' death benefil either as a frill dlstrlbullOll or under an
arulUlry paytnClll plan If the benefic\ary(s) wishes to deetan annuity payment plan, we must receive
wntten notice of this election within 60 days of our receipt of due proof Qf de>1th Due proof of death IS
considered to mean Qur receipt of a certified copy of the. death cenificute, " completed deeth claim
statement, and an)' ClhO' requited claim cIocuments lf there ar. multiple bcnef:clan.., the 60 clay window
for eleellng an lItU1Ulty payment plan begins for ALl- beneficiaries on the date we receive complete
requirements from the first cWmatlt.
Required Documents
In order to take appropriate steps to Si:ttle Ule accounts we will need these documents:
Certmed D.oarh Certificate
(For account> 010635282584001, <)!1 535181583002,011835282580002,01253528258 1002,
013; 3528258 1 002. 0 t323528258 2 002. 014335282589 CO2. 02063528258 3 002.. 02223528258 ; 002,
02243528258 1002,93004090972 1 004) .
The death cel1ificale ml,Ult be an QT1g1nal documenl thai bt.~ars ccrtiIicalJon (rom lhe health department or
local registrar and inc!ude.~ the cause of dtlar.b
It..ur~nctl an(I;"~r"I~'l!i.lI 51. il.'lUltd bv ;DS W,-lnjl)l.tnCp. Com~,lIn AmeriCilI' Eqll'tss eoll'\~ny_
REV-1507 EX+ (1-97) .
'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDUlE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
Edward E. Rutherford, II
FILE NUMBER
21-01-0680
All property jointly~owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
3433-35 Broad Avenue & 850-856 Park Road
Altoona, Pennsylvania
$7,916.98
(Properties sold as one unit in August of 1996.
Article of Agreement and amortization schedule
showing mortgage balance attached hereto)
TOTAL (Also enter on line 4, Recapitulalion) $ 7, 9 1 6 . 98
(If more space is needed, insert additional sheets of the same size)
EVEY, ROUTCH. BLACK. DOREZAS S MAGEE
ATTORNEYS AT LAW
MARION D. PATTERSON, LlR
1926-1978
MERLE K. EVEY
dAMES S. R.OUTCH
CLYDE O. BLACK, n
lJ MICHAEL DOREZAS
MICHAEL B. MAGEE
KAREr..: E PFEFFER
C WAYNE HIPPO, JR.
AMY E, ORR
R..A,LPH M. MONICO
SH.A.RI ROBBINS ROUTCH
MiCHAEL p, ROUTCH
401-03 ALLEGHENY STR.EET
P O. BOX 415
HOLLlDAYSBURG. PENNSYLVANIA 16648-0415
(814) 695-7581
FAX(614) 695-1750
ROARING SPRING OFFICE
POBOX 5
NASON DRIVE 16673
(814) 224-5162
WRITER'S DIRECT DIAL
August 15, 1996
Mr. Edward E. Rutherford, II
3815 Chestnut Street
Camp Hill, PA 17011
In re: Rutherford to Stewart
Dear Mr. Rutherford:
In regard to the article of agreement between you and Kevin and Denise Stewart
for property located at 3433-35 Broad Avenue and 850-856 Forest Park Road, Altoona,
Pennsylvania, I am enclosing herewith a copy of this executed document. I am also
enclosing an amortization schedule.
If you have any questions, please feel free to contact me.
Sincerely,
~~& /~ 4C~
Merle K. Evey
MKE:sjs
Enclosure
ARTICLE OF AGREEMENT
MADE THE 7th day of August, 1996, BETWEEN EDWARD E. RUTHERFORD, II, single,
of Altoona, Pennsylvania, party of the first part,
AND
KEVIN M. STEWART and DENISE M. STEWART, his wife, of Altoona. Pennsylvania,
parties of the second part.
WITNESSETH, that the said party of the first part, in consideration of the
covenants and agreements hereinafter contained, on the part of the said parties of the
second part to be kept and performed, has agreed and do hereby agree to sell and
convey unto the said parties of the second part, their heirs or assigns, all the land and
premises hereinafter mentioned and fully described, for the sum of Twenty-nine Thousand
and no/100 ($29,000.00) Dollars, to be paid as follows: The sum of $8,000.00 shall be
paid by the parties of the second part at the execution of this agreement, and the sum
of $21,000.00, with interest at the rate of 6.00 per cent per annum on the unpaid balance
of principal payable 1n 86 monthly installments of not less than $300.00 per month, which
monthly installments shall be applied first to interest at the aforesaid rate and the balance
on account of principal. The first of said installments shall be due and payable on the first
day of August, 1996, and continue on the same day of each month thereafter until the
first day of November, 2003, at which time the entire balance is due and payable. The
parties of the second part shall have the right to anticipate payments hereunder, with
interest to abate accordingly.
And upon the payment of the said sum, the said party of the first part will at
Hollidaysburg, Pennsylvania, make execute and deliver to the said parties of the second
part, a good and sufficient Deed for the proper conveying and assuring of the said
premises in fee simple, free from all incumbrance and dower, or right of dower, such
conveyance to contain the usual covenants of General Warranty.
And the said parties of the second part. agree with the said party of the first part,
to purchase the said premises and pay therefore the sum of $29,000.00, in the manner
and at the times hereinbefore provided.
AND IT IS FURTHER AGREED, by and between the said parties, that possession
of said premises shall be delivered to the parties of the second part, their heirs, or
assigns, on the 7th day of August, 1996, until which time the party of the first part shall
be entitled to have and receive the rents, issues and profits thereof.
The said premises are described as follows:
ALL that certain lot or piece of ground situate in the City of Altoona, County
of Blair and Commonwealth of Pennsylvania (Locust Hills), bounded and
described as follows: BEGINNING at a point on the East side of Broad
Avenue 361.7 feet Southward from the Southeast corner of Broad Avenue
and Waterloo Road; thence Southward along said Broad Avenue 26.25 feet
to Forest Park Road; thence by same Southward 23.6 feet to Lot No. 134;
thence Eastward along said Lot No. 134, 102 feet, more or less, to an alley;
thence by same Northward 40 feet to a point; thence at right angles
Westward 120 feet to the place of beginning and being Lot No. 135 and
Premises No. 3433 and 3435 Broad Avenue.
rUIt:':>L r-alt\ hUaU, I~Ullll"JU uId81t:i::;'~ 1;:1 1IIIIIUlt;;:~ 'V'Vi::;'~l d UI~ldlll..,i::;' UI 1~'"t.t::.U
feet to a point and division line of Lot 134 and Lot 135; thence along the
division line of Lot 134 and Lot ,135 S9uth 66 degrees 1 minute East a
distance of 102.11 feet to a point on the Northwesterly right-of-way line of
an alley; thence along the Northwesterly right-of-way line of said alley South
23 degrees 59 minutes West a distance of 72.46 feet to the true point of
beginning. Containing 3,700 square feet, more or less, in area. Being
known and designated as 650-56 Forest Park Road, Altoona, Pennsylvania.
For chain of title see Blair County Deed Book Volume 1122, Page 676.
It is further agreed as follows:
1. From the date of this Agreement the parties of the second part shall pay all real
estate taxes and other assessments assessed against the aforedescribed premises.
2. The parties of the second part shall maintain insurance on the premises for loss
by fire or other casualty in an amount of not less than $29,000.00, naming as insureds
all parties to this Agreement, as their interests may appear. The parties of the second
part shall provide the party of the first part with a certificate of insurance at the inception
of this Agreement and each time the insurance is renewed.
3. All real estate transfer taxes shall be paid by the parties of the second part.
4. The parties of the second part shall obtain and maintain at all times during the
term hereof with a responsible insurer, for the benefit of all parties to this Agreement as
their respective interests may appear, comprehensive general liability insurance against
any loss or liability for damages and any expense of defending against any claim for
damages which might result from the use or occupancy or condition of the aforedescribed
premises, in such amount or amounts as mutually agreeable to between the parties
hereto. The parties of the second part shall provide the party of the first part with a
certificate of insurance at the inception of this Agreement and each time the insurance
is renewed.
AND IT IS FURTHER UNDERSTOOD AND AGREED, that in case of default of
payment of any sum of principal or interest, or premiums on insurance herein agreed to
be carried, for the space of thirty (30) days after the same shall become due and payable
by the terms hereof, that then and in such case, the whole of the said principal sum shall,
.:>'hJ':> oru<:!u MvtJrrUtJ
Altoona, PA 16601
pi Ih/c~
Attorney for Grante
~._-, -'-~----, -....----., ---.----- - ------
MORTGAGE AMORTIZATION SCHEDULE
----------------------------------------------------
Prepared fer :Kevin
Re: .
Principal
Interest Rate
Compounded
and Denise Stewart,
21000.00
6.000
12
------------------------
Years of
Interest
Payment
Amortization 9.00
factor 1.005000000000
300.00
--------------------------------------------------------------------------------
Payment Total
Date Number Payment
Interest
Payment
Principal
Payment
Balance of
Loan
Cum Int
Per Yr
--------------------------------------------------------------------------------
Per
Diem
\ug 01/96
3ep 01/96 1
)ct 01/96 2
~ov 01/96 3
)ec 01/96 4
'**ACCUMULATED
Ian 01/97 5
"eb 01/97 6
1ar 01/97 7
I\pr 01/97 8
l1a y 01/97 9
Iun 01/97 10
Iu1 01/97 11
I\ug 01/97 12
3ep 01/97 13
Jet 01/97 14
~ov 01/97 15
)ec 01/97 16
'**ACCUMULATED
Ian 01/98 17
,eb 01/98 18
1ar 01/98 19
I\pr 01/98 20
Vlay 01/98 21
Jun 01/98 22
Jul 01/98 23
1I.ug 01/98 24
Sep 01/98 25
Jet 01/98 26
Nov 01/98 27
Dec 01/98 28
***ACCUMULATED
Jan 01/99 29
Feb 01/99 30
Mar 01/99 31
Apr 01/99 32
May 01/99 33
Jun 01/99 34
Jul 01/99 35
Aug 01/99 36
Sep 01/99 37
Oct 01/99 38
Nov 01/99 39
Dee 01/99 40
***ACCUMULATED
Jan 01/00 41
300.00
300.00
300.00
300.00
INTEREST FOR
300.00
300.00
300.00
300.00
300.00 .
300.00
300.00
300.00
300.00
300.00
300.00
300.00
INTEREST FOR
300.00
300.00
300.00
300.00
300.00
300.00
300.00
300.00
300.00
300.00
300.00
300.00
INTEREST FOR
300.00
300.00
300.00
300.00
300.00
300.00
300.00
300.00
300.00
300.00
300.00
300.00
INTEREST FOR
300.00
105.00
104.02
103.05
102.06
THE YEAR
101.07
100.08
99.08
98.07
97.06
96.05
95.03
94.00
92.97
91. 94
90.90
89.85
THE YEAR
88.80
87.75
86.68
85.62
84.55
83.47
82.39
81.30
80.20
79.10
78.00
76.89
THE YEAR
75.77
74.65
73.53
72.39
71.26
70.11
68.96
67.81
66.65
65.48
64.31
63.13
THE YEAR
61.95
195.00
195.98
196.95
197.94
ENDED DEC
198.93
199.92
200.92
201.93
202.94
203.95
204.97
206.00
207.03
208.06
209.10
210.15
ENDED DEC
211.20
212.25
213.32
214.38
215.45
216.53
217.61
218.70
219.80
220.90
222.00
223.11
ENDED DEC
224.23
225.35
226.47
227.61
228.74
229.89
231.04
232.19
233.35
234.52
235.69
236.87
ENDED DEC
238.05
21000.00
20805.00
20609.02
20412.07
20214.13
31/96
20015.20
19815.28
19614.36
19412.43
19209.49
19005.54
18800.57
18594.57
18387.54
18179.48
17970.38
17760.23
31/97
17549.03
17336.78
17123.46
16909.08
16693.63
16477.10
16259.49
16040.79
15820.99
15600.09
15378.09
15154.98
31/98
14930.75
14705.40
14478.93
14251.32
14022.58
13792.69
13561.65
13329.46
13096.11
12861.59
12625.90
12389.03
31/99
12150.98
105.00
209.02
312.07
414.13
414.13
101.07
201.15
300.23
398.30
495.36
591.41
686.44
780.44
873.41
965.35
1056.25
1146.10
1146.10
88.80
176.55
263.23
348.85
433.40
516.87
599.26
680.56
760.76
839.86
917.86
994.75
994.75
75.77
150.42
223.95
296.34
367.60
437.71
506.67
574.48
641.13
706.61
770.92
834.05
834.05
61.95
3.46
3.42
3.39
3.36
3.33
3.30
3.26
3.23
3.20
3.16
3.13
3.10
3.06
3.03
2.99
2.96
2.92
2.89
2.85
2.82
2.78
2.75
2.71
2.68
2.64
2.61
2.57
2.53
2.50
2.46
2.42
2.38
2.35
2.31
2.27
2.23
2.20
2.16
2.12
2.08
2.04
EVEY, ROUTCH, BLACK, DOREZAS & MAGEE PAGE 2
MORTGAGE AMORTIZATION SCHEDULE
._---~---_.~----------------------------------------------------------~----~-----
Payment Total Interest Principal Balance of Cum Int Per
Date Number Payment Payment Payment Loan Per Yr Diem
.-------------------------------------------------------------------------------
'eb 01/00 42 300.00 60.75 239.25 11911.73 122.70 2.00
lar 01/00 43 300.00 59.56 240.44 11671.29 182.26 1. 96
\pr 01/00 44 300.00 58.36 241.64 11429.65 240.62 1. 92
lay 01/00 45 300.00 57.15 242.85 11186.80 297.77 1. 88
run 01/00 46 300.00 55.93 244.07 10942.73 353.70 1. 84
rul 01/00 47 300.00 54.71 245.29 10697.44 408.41 1. 80
lUg 01/00 48 300.00 53.49 246.51 10450.93 461.90 1. 76
iep 01/00 49 300.00 52.25 247.75 10203.18 514 . 15 1. 72
lct 01/00 50 300.00 51.02 248.98 9954.20 565.17 1. 68
lov 01/00 51 300.00 49.77 250.23 9703.97 614.94 1. 64
lec 01/00 52 300.00 48.52 251.48 9452.49 663.46 1. 60
,* * ACCUMULATED INTEREST FOR THE YEAR ENDED DEC 31/0 663.46
Tan 01/01 53 300.00 47.26 252.74 9199.75 47.26 1. 56
'eb 01/01 54 300.00 46.00 254.00 8945.75 93.26 1. 52
1ar 01/01 55 300.00 44.73 255.27 8690.48 137.99 1. 48
\pr 01/01 56 300.00 . 43.45 256.55 8433.93 181. 44 1. 43
1ay 01/01 57 300.00 42.17 257.83 8176.10 223.61 1. 39
Tun 01/01 58 300.00 40.88 259.12 7916.98 264.49 1. 35
Tul 01/01 59 300.00 39.58 260.42 7656.56 304.07 1. 31
\ug 01/01 60 300.00 38.28 261. 72 7394.84 342.35 1. 26
3ep 01/01 61 300.00 36.97 263.03 7131.81 379.32 1. 22
)ct 01/01 62 300.00 35.66 264.34 6867.47 414.98 1.18
,ov 01/01 63 300.00 34.34 265.66 6601.81 449.32 1.13
)ec 01/01 64 300.00 33.01 266.99 6334.82 482.33 1. 09
'* * ACCUMULATED INTEREST FOR THE YEAR ENDED DEC 31/1 482.33
Tan 01/02 65 300.00 31.67 268.33 6066.49 31.67 1. 05
'eb 01/02 66 300.00 30.33 269.67 5796.82 62.00 1. 00
1ar 01/02 67 300.00 28.98 271. 02 5525.80 90.98 0.96
\pr 01/02 68 300.00 27.63 272.37 5253.43 118.61 0.91
1ay 01/02 69 300.00 26.27 273.73 4979.70 144.88 0.87
Jun 01/02 70 300.00 24.90 275.10 4704.60 169.78 0.82
Ju1 01/02 71 300.00 23.52 276.48 4428.12 193.30 0.78
\ug 01/02 72 300.00 22.14 277.86 4150.26 215.44 0.73
3ep 01/02 73 300.00 20.75 279.25 3871. 01 236.19 0.69
)ct 01/02 74 300.00 19.36 280.64 3590.37 255.55 0.64
~ov 01/02 75 300.00 17.95 282.05 3308.32 273.50 0.60
)ec 01/02 76 300.00 16.54 283.46 3024.86 290.04 0.55
***ACCUMULATED INTEREST FOR THE YEAR ENDED DEC 31/2 290.04
Jan 01/03 77 300.00 15.12 284.88 2739.98 15.12 0.50
Feb 01/03 78 300.00 13.70 286.30 2453.68 28.82 0.46
~ar 01/03 79 300.00 12.27 287.73 2165.95 41.09 0.41
Apr 01/03 80 300.00 10.83 289.17 1876.78 51.92 0.36
~ay 01/03 81 300.00 9.38 290.62 1586.16 61.30 0.31
Jun 01/03 82 300.00 7.93 292.07 1294.09 69.23 0.27
Ju1 01/03 83 300.00 6.47 293.53 1000.56 75.70 0.22
Aug 01/03 84 300.00 5.00 295.00 705.56 80.70 0.17
Sep 01/03 85 300.00 3.53 296.47 409.09 84.23 0.12
Oct 01/03 86 300.00 2.05 297.95 111.14 86.28 0.07
Nov 01/03 87 111.70 0.56 111.14 0.00 86.84 0.02
EVEY, ROUTCR, BLACK, DOREZAS & MAGEE
MORTGAGE AMORTIZATION SCHEDULE
PAGE
3
- - - - -..... - - - -... - - -- - -- ---- --- - - -- -- --- - - - --.---- -,------- - ---- -- -- ------- - -~ ---_...:. -- - --
Payment:
Date Number
Total
Payment
Interest
Payment
Principal
Payment
Balance of
Loan
Cum Int
Per Yr
Per
Diem
--------------------------------------------------------------------------------
FINAL PAYMENT
PRINCIPAL PAID TO DATE
INTEREST PAID TO DATE
TOTAL PAID TO DATE
E. & O. E.
$ 0.00
$ 21000.00
$ 4911. 70
$ 25911.70
",,,,m.!,",:.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Edward E. Rutherford, II
FILE NUMBER
21-01-0680
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the "girt of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
2.
3 .
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
Personal household furnishings and property
Commerce Bank safe deposit box #48 - empty
Allfirst Checking Account #0010019782
Commerce Bank Checking Account #0800012098
BELCO Account No. 019310
BELCO Account No. 024050 - S1
BELCO Account No. 024050 - S4
BELCO Accoupt No. 024050 - S6
BELCO Account No. 573490 - S1
BELCO Account No. 573490 - S3
Verizon Savings Plan
1997 Jaguar - sold 2-1-02
1992 Ford Aerostar - sold 11-24-01
Car Insurance Refund
Final Pension from June 01
$ 3,000.00
0.00
27,899.83
9,634.74
8,193.53
6,507.25
41.63
59,719.75
635.55
1,696.86
83,925.06
22,500.00
1,800.00
116.69
1,730.20
(Statements from banks for accounts and receipts from
sale of vehicles attached hereto)
TOTAL (Also enler on line 5, Recapitulation) $ 22 7 , 40 1 . 09
(If more space IS needed. Insert eddltlonal sheets of the same Size)
July 28, 2001
Commerce
"BankNA
To Whom It May Concern:
On the above date, safe deposit box # 48 in the names of Edward Rutherford and Linda
Rutherford was opened in the presence of Becky Sharpe, Branch Manager, Commerce
Bank, Patricia Minnick, Linda Rutherford and Edward E. Rutherford, III. The box was
found empty. The keys to the safe deposit box were surrendered at that time and the box
is now closed.
Please contact me if you have any questions at (717)975-7546.
Sincerely,
,,;(3e~, ~y~~
Becky Sh~ ~
Branch Manager
Hampden Center
Commerce Bank, NA
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
(717) 975-5630
'f] allflrst
February 12,2002
Linda M. Rutherford, Admins.
Patricia A. Minnick, Admins.
Edward E. Rutherford, III, Admins.
Estate of Edward E. Rutherford
c/o 1417 N. Front Street
Harrisburg, PA 17102
Allfirst Financial Center N.A.
P.O. Box 900
Millsboro, DE 19961'1
RE: Estate of Edward E. Rutherford
Date of Death: June 28, 2001
Social Security Number: 201-24-2015
Dear Ms. Rutherford:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following account.
Account Type. .... ....... ............... Relationship w /lnt. Checking Account
Account Number....................... 0010019782
Ownership {Names oJ).......... ..... Edward E. Rutheiford
Opening Date........................... 08/28/85
Balance on Date ofDeath.........$ 27,898.68
Accrued Interest
$
01.15
Total....... ....... ..... ....................$ 27,899.83
Sincerely,
1I1.a' ~
Mary Anne Macielag
Associate l/e1S
(302) 934-2240
At~n', /-1 ndG
Commerce
"Bank
'~Ll~her torCI:
Commerce Bank/Harrisburg N.A.
100 Senate Avenue
P.D.Box 8599
Camp Hili, PA 17G11
STATEMENT DATE
EDWARD RUTHERFORD
3815 CHESTNUT ST
CAMP HILL, PA 17011
07/20/01
ACCOUNT NO.
0800012098
*** CHECKING *** 50 PLUS CLUB BEGINNING
ACCOUNT NUMBER 0800012098 TAX ID NUMBER
PREVIOUS STATEMENT BALANCE AS OF 06/20/01 ....
PLUS 3 DEPOSITS AND OTHER CREDITS
LESS 0 CHECKS AND OTHER DEBITS...
CURRENT STATEMENT BALANCE AS OF 07/20/01 .....
NUMBER OF DAYS IN THIS STATEMENT PERIOD 30
CYCLE-006
RATE 1.50000
201-24-2015
9,347.36
472.25
.00
9,819.61
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - --
*** CHECKING ACCOUNT TRANSACTIONS ***
DATE DESCRIPTION
06/21 AC-COMMERCE BANK -DEPOSIT
07/05 AC-COMMERCE BANK -DEPOSIT
07/20 INTEREST PAYMENT
DEBITS
CREDITS
284.59
175.66
12.00
- - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - --
*** BALANCE BY DATE ***
06/20 9,347.36 06/21
07/20 9,819.61
PAYER FEDERAL ID NUMBER
INTEREST PAID YEAR TO DATE
9,631.95
07/05
9,807.61
23-2324730
70.26
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - --
*** INTEREST EARNED THIS STATEMENT PERIOD
DAYS IN PERIOD .........................
INTEREST EARNED ........................
ANNUAL PERCENTAGE YIELD EARNED IAPY)....
***
30
12.00
1. 51%
qiP :) I 9';
.015/
X 36S' 'f
7"",(,,:";;')<j
bQQ.
bCol
Co )", 'i; I 0 \ -
%3/'7S
+ ~,)9
9(0 3 'I. 7<!
" Do-.\;,< <0 ~ C""- c.-"" ""_~'-
:,,1;20 _c,,(J.g!cl
'n",I'1~
('!.-/ J
y ,> X % 'lIS ~
3(05
:U1
70),(0
'I 31 '1
1;<00
\ \ \ \ 0 \ - G I ;z g\ 0 I
&1 Lj~
I"C~ ,~_( 109 ! 7'3 "6'7
>DC'::> IX '/'(
eofd.'1101 - dos(
STATEMENT OF ACCOUNT
Page
. 1
'r'
'B-DELeO
. .~:)_ C'j'" C"'ff u"r."
---- ........
r
MAIN OFFICE:
403 N. 2nd Str.et
P.O. Box B2
Harrisburg. PA 17108
JOINT OWNERS
019310
SOCIAL SECURITY II
201-XX-XXXX
STATEMENT PERIOO
From To
('-
G~
EDWARD E RUTHERFORD
3B15 CHESTNUT ST
CAMP HILL PA 17011-4317
<~
PREVIOUS BALANCE S1-PRIMARV SHARES
BELLE INTERACCOUNT TRANSF 019311
BELLE INTERACCOUNT TRANSF 019311
DIVIDEND
THE ANNUAL PERCENTAGE RATE IS 3.00
THE ANNUAL PERCENTAGE YIELD IS 3.04
THE ANNUAL PERCENTAGE YIELD EARNED IS 3.04
BELLE INTERACCOUNT TRANSF 019311 10000
DIVIDEND 205B
THE ANNUAL PERCENTAGE RATE IS 3.00
THE ANNUAL PERCENTAGE YIELD IS 3.04
THE ANNUAL PERCENTAGE YIELD EARNED IS 3.04
DIVIDEND 2015
THE ANNUAL PERCENTAGE RATE IS 3.00
THE ANNUAL PERCENTAGE YIELD IS 3.04
THE ANNUAL PERCENTAGE YIELD EARNED IS 3.04
NEW BALANCE
8152 0
817338
r.......<rION
lTr'Tr:
I 0401
0406
0427
0430
I 0525
! 0531
0630
B19353
0630
819353
TOTJ.L DIVIDEND YEAR-TO-OJ.U
for aU savings except IRA.
Dividends ..hown if' \ 0 or over. wUI be
reported to the Internal Revenue Service
for this calendar year.
'INOICHES EFFECTIVE DATE
117.22
TOTAL FINANCE CHARGE YEAR. TO . DATE
for all loans .
0.00
NOTICE: See rev"", side lor importanllnlormation.
0101329
STATEMENT OF ACCOUNT
Page
2
'r'
DELeO
~'L::
MAIN OFFICE:
403 N. 2nd Street
P.O. Box 82
Hamsbllrg. PA 17108
U1A CD'S.
,ALANCE;
I'(E RATES
60
JOINT OWNERS
ACCOUNT NUMBER
024050
SOCIAL SECURITY II
201-XX-XXXX
STATEMENT PERIOO
From To
:f-
- /
E E RUTHERFORD
TRANSACHOiol
......
0601 PREVIOUS BALANCE Sl-PRIMARY SHARES 619151
0612 PAYMENT VIA OFFICE/MAIL 649151
0630 DIVIDEND 650725
THE ANNUAL PERCENTAGE RATE IS 3.00
THE ANNUAL PERCENTAGE YIELD IS 3.04
THE ANNUAL PERCENTAGE YIELD EARNED IS 3.04
0630 NEW BALANCE 650725
0601 PREVIOUS BALANCE S4-SHARE DRAFTS 4163
0630 NEW BALANCE 41 3
0601 PREVIOUS BALANCE .s..2 .::. MONEY MARKET 59438 9
0601 PAYMENT VIA OFFICE/MAIL 10000 5953869
0630 DIVIDEND 18106 5971975
THE ANNUAL PERCENTAGE RATE IS 3.70
THE ANNUAL PERCENTAGE YIELD IS 3.76
THE ANNUAL PERCENTAGE YIELD EARNED IS 3.76
0630 NEW BALANCE 5971975
TOTAL DIVIDEND YEAR. TO-DATE
for all savmgs except IRA.
Dividends shown if $10 or over, will be
repOl"tad to the Internal Revenue Service
for this calendar vear.
'INDICATES EFFECTIVE DATE
1123.65
TOTAL FINANCE CHARGE YEAR.To.DATE
for aN loans.
o . DO
NOTICE: See reverse side for important information.
0500867
~IAltMtNI U~ ACCOUNI
Page
1
t,', r
'--- .' .'
-:1---
.:'-- DELeO
.<J (po","wMitwCTrtiJl UMlnll
~.. ..
~
TOTAL DIVIDEND YEAR- TO-DATE
for all savings except IRA.
DMdends shown, jf S 1 0 or over, wiN be
reported to the Internal Revenue Service
for this calendar year.
'INOICATES EffECTIVE DATE
:.J
~) .
'J-
~
l': ..~
\i~
TRAN$ACjitf;lN
PAll!. "
0401
0430
0531
0630
0630
0401
0430
0531
0630
0630
MAIN OFFICE:
403 N. 2nd Street
P.O. Box B2
Harrisburg, PA 171 OB
JOINT OWNERS
EDWARD RUTHERFORD
3815 CHESTNUT ST
CAMP HILL PA 17011
PREVIOUS BALANCE S1-PRIMARY SHARES
DIVIDEND 156
THE ANNUAL PERCENTAGE RATE IS 3.00
THE ANNUAL PERCENTAGE YIELD IS 3.04
THE ANNUAL PERCENTAGE YIELD EARNED IS 3.05
DIVIDEND 161
THE ANNUAL PERCENTAGE RATE IS 3.00
THE ANNUAL PERCENTAGE YIELD IS 3.04
THE ANNUAL PERCENTAGE YIELD EARNED IS 3.04
DIVIDEND 156
THE ANNUAL PERCENTAGE RATE IS 3.00
THE ANNUAL PERCENTAGE YIELD IS 3.04
THE ANNUAL PERCENTAGE YIELD EARNED IS 3.04
NEW BALANCE
PREVIOUS BALANCE S3-WHATEVER ~
DIVIDEND
THE ANNUAL PERCENTAGE RATE IS 3.00
THE ANNUAL PERCENTAGE YIELD IS 3.04
THE ANNUAL PERCENTAGE YIELD EARNED IS 3.04
DIVIDEND
THE ANNUAL PERCENTAGE RATE IS 3.00
THE ANNUAL PERCENTAGE YIELD IS 3.04
THE ANNUAL PERCENTAGE YTEtD EARNFD IS 3.04
DIVIDEND
THE ANNUAL PERCENTAGE RATE IS 3.00
THE ANNUAL PERCENTAGE YIELD IS 3.04
THE ANNUAL PERCENTAGE YIELD EARNED IS 3.04
NEW BALANCE
63082
63238
63399
63555
63555
168424
168839
1692 9
169686
169686
34.39
TOTAL FINANCE CHARGE YEAR- TO-DATE
for allloan5.
o .00
NOTICE: See reve..e side for Important infonnation.
0100754
Verizon"s Bell Atlantic InTouch Center
PO Box 435
Little Falls, NJ 07424-0435
~.
.
Ver'70n
1-877 -235-5482
TTY 1-800-833-8334
August 10, 2001
The Estate of Edward Rutherford
c/o Linda Rutherford
1417 North Front Street
Harrisburgh, PA 17102
Dear Ms. Rutherford:
On behalf of Verizon's Bell Atlantic InTouch Center, may I extend my deepest sympathy to you on the loss
of Edward E. Rutherford
If you have any questions concerning Verizon's benefits, please call me at 1-800-843-7122, extension
38964, or the Teletypewriter (TTY) for the hearing impaired at 1-800-833-8334. I am available from 8 a.m.
to 5 p.m. Eastern Time, Monday through Friday, excluding holidays.
Our records indicate the estate is a beneficiary of Edward E. Rutherford's Verizon benefits. Enclosed is a
summary of the benefits to which you are entitled.
Please return the following in the enclosed postage-paid envelope:
. Original certified estate papers naming an administrator or executor of Edward Rutherford's
estate.
To expedite the handling of your claim, please be sure to include the decedent's name, Social Security
Number and the word "Verizon" on every page of correspondence you send to the Beneficiary Support
Team.
Sincerely,
:A..Q)LJt~ S;PUlf) Z~
Shernma Speight
Case Specialist
Verizon's Bell Atlantic InTouch Center
PO. Box 435
Little Falls, NJ 07424-0435
~<'
Ver;70n
1-877 -235-5482
TTY 1-800-833-8334
The Estate of Edward Rutherford
Summary of Benefits
as Beneficiary of Edward E. Rutherford
Social Security Number: 201-24-2015
Savings Plan $ 83,925.06
You will receive a Pecsonal Identification Number (PIN) and a Distribution Authorization Form in a
separate mailing. In order to request a distribution from the Savings Plan you must sign and return the
Distribution Authorization Form to the InTouch Center. Once we have your completed authorization form
on file, you can request a distribution by calling the InTouch Center at 1-877-235-5482, or the
Teletypewriter (TTY) for the hearing impaired at 1-800-833-8334.
Note: The amount shown above reflects the current value of your Savings Plan account. The Savings
Plan is a daily valued plan, which means that the value of the account changes on a daily basis,
depending on investment performance. The amount of the actual distribution will be the value of the
account when the payment is processed, which may differ from the amount shown above.
Long Term Care Insurance
If the decedent authorized a deduction for Long Term Care Insurance, and elected the return of premium
option, all or a portion of premiums paid may be returned to the estate. Mutual of Omaha will return a
percentage of premiums paid based on the years of service the decedent completed, decreased by any
benefits paid, pending or due, and any dividends or experience rating credits paid or due. Questions
regarding this benefit should be directed to Mutual of Omaha Insurance Company at 1-800-877-1 052.
Social Security
Application for any Social Security death benefits should be made directly with the Social Security
Administration.
r~~~~f";;~"='- ',:~7~;, ~;:~';-l
~.l ~i;,~~),;ij"-, "'Jv ~ '" ~v vi ;~ [' !i;?,,;f/,. Ai'lel I $ j J7('I/ U C'
h 1) =y
.(3vjJ,diJ//,j~.yJh;>/t,,/ r:/e:4t:;/x" // ~:r:, DOLLARS ID ",;;c;::"" i
VI Wayp"qint
Harrisburg, PA
/,!' , 1/
MEMO _1.1~.L---1.L'_'-:'L.-,
.4idU,,,,"-..L,l6<!Cif'!_l.,-::
':23U723871:2lo00027?:1bu' 071,1,
M>
I
'_,",;'':'~:'"''~:':::'~---:'',__::-::, _ _':,:':~....~~",:~j ~~~-:--~~,,,~~.,,m... ~"w"=""... p,~. ~~. '::-:":~''---.~'t'._' ':':"'''_::''"'~'''~''''"C~_~
Belco Community Credit Union
Transaction Slip
Name
b-s, cr rr: eV'Tf.{fZF.<'.~\~cct.# 7r:>~,'-iS"/s'
\DepositsIPaym.e11-t~1
Sewings (Sl) .$
Checking (54) $
Chrislrnu:;; Club (S2) S
Safari Savings Club/Whatever Cluo (53) .$
Luan #~ Loan ~IYlllent $
Other Se;/" $ /:!'Of). %0-
((;,./",
Dollars Cents
Cash received
List checks separately
06
Total Deposits
Cosh Returned
Amount $
DaLe
11/.23/200/
I '
r
BELCO
z::
Vi,"" (Ll4) $
!Withdrawal(sJ!FJ:orn S #
SignaLure
Depv~il.l IJIll r 1101 be ,wailuble fur imnllJdiate wi/.hdmwal.
gettingyuu IlIere
" 0~~~~~~~'l!I~ ""'.fi;)'~'
Tlf( lAC. OF nus DOCUMOO IW All ARTlFICIAL WATBllIAIIl PIIMTEIlIl A IPE~"',. H~l THE P CU"'EHT AT A SMALl ANOU: TQ Iff THI~ SECURITY FEATURE
~ :, , ," 'r · .' ,;iil!:f~ji;;'r~:,:' ,',1',. ",',
' , 1, ,..." '/~".'. ,Jo,'/" i^l~rt" "'!"'1d.
F fJ' '", ,< >";' :~',,:~;;,,>::~"',,""'" 'F', 1~. ','1U\J34892'1<:J
~j ll.~ 9070
02/0112001'
1997 JAGUAR
DoHars
Pay To The
Order Of
~
~
~.,
~'\:
LINDA RUTHERFORD
$
$22,500.00
*TWENTY TWO THOUSAND FIVE HUNDRED DOLLARS AND 00 CENTS
For
I~<;ued by Inlegraled Payment Systems Inc., Englewood, Colorado
Bank One Colorado NA, Denver, Colorado .
11'0'1'151;211' 1:~02000'17'11: 1;80000:\1,8'1275711'
_1:1:a'I"-lr":I.=-I'I~l":O""U':I.III~II..I",""..'_."",,,,,,,.."'.I::In......Uln...."1IIOI.I..I:.ft.....lI"......'~II.."'....I....,..."'...].....,.1:."......,.,.........:1...'...',.....,'..;......",..
...:'"..1..:1I......_..h",.I~..".....J1"f1.
--
Belco Community Credit Union
Transaction Slip
Name [vlA./-! of [[ f?u/1.,r:,e,foi(1J :]I:
I Depofl.ilfl./Pn,)"rl1enlfl.l
Snvillgfi (51) $
Checking (S4) .$
Chri~llIlas Club (52) .$
Safari Savings C1uh/WIUllever Clult (53) $
Acrl.#
7(Pl,Y&i
Dollars Cents
Cosh received
List checks separately
23 97
.:2;' JOO
0"
Loan # Loan Pavment $
()11H',.SG'''$~J 500. 00
(C"ld
Totol Deposits
::!OI SOD
Ot.
Cash Returned
Visa' (LJ4) $
ll'i'hdrnw(ll(.~) Fnlrn S #
Amollnt$.
r
!!~.I&Q.
..L-.
Sigllatul"t'
Dal{~
lfeUingym.lhl'rf'
Drpo.lit.1 may 1101 III' rt/"(Iiluhle/or immediafe lI'ilhdrmvrd.
or",,,,,,:,..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY.OWNED PROPERTY
ESTATE OF
Edward E. Rutherford, II
FILE NUMBER
21-01-0680
If an asset was made joint within one year of the decedent', date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(Sl NAME
AODRESS
RELATIONSHIP TO DECEDENT
A
Edward E. Rutherford,
III
3815 Chestnut street, Camp Hill, PA
Son
B
c
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY . %OF DATE OF DEATH
IT~M FOR JOINT MAOE Include flame of finaocial institution and bank occounl number or similar identifying number. Atta:::h DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed for icint\~-he\d real estate V,6.,lUE Of ASSET INTEREST DECEDENT'S INTEREST
1 A 1990 BELCO Account No. 764160 $6,535.39 0% 0.00
This was an account that is all
Edward E. Rutherford, Ill's. The
name of decedent was put on at the
time account was openend as assis-
tance to Edward E. Rutherford, III.
All monies carne from Edward E.
Rutherford, Ill's paychecks, a
number of which are attached
hereto.
TOTAL (Also enter 00 line 6, Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
STATEMENT OF ACCOUNT
Page
,',
.... ,.;
'r'
-~~ DELeO
,'~ C~"''''~IlJlw CwW U"iMI
~.~
1
MAIN OFFICE:
403 N. 2nd Street
P.O. Box 82
Harrisburg. PA 17108
ACCOUNT NUMBER
764160
SOCIAL SECURITY /I
201-XX-XXXX
STATEMENT PERIOD
From To
,'J L:'
\LJ
1'. ~---
'-J
t---
E RUTHERFORD
3815 CHESTNUT ST
CAMP HILL PA 17011
JOINT OWNERS
E E. RUTHERFORD III
~ J \1-\
0601
0630
PREVIOUS BALANCE Sl-PRIMARY SHARES
NEW BALANCE
500
500
0630
PREVIOUS BALANCE S4-SHARE DRAFTS
DRAFT PAID 0150
DRAFT PAID 0151
PAYMENT VIA OFFICE/MAIL
DRAFT PAID 0155
DRAFT PAID 0152
PAYMENT VIA OFFICE/MAIL
DRAFT PAID 0156
DRAFT PAID 0157
DIVIDEND
THE ANNUAL PERCENTAGE RATE IS 2.00
THE ANNUAL PERCENTAGE YIELD IS 2.02
THE ANNUAL PERCENTAGE YIELD EARNED IS 2.02
NEW BALANCE
0601
0601
0604
0611
0615
0618
0625
0627
0628
0630
653539
-_______________________ CLEARED DRAF SUMMA Y ------------ ---------
0150 0151 0152 **** 0155 0156 0157
----------------------------------------------------------- ---------
1_
TOTAL DIVIDEND YEAR-TD-DATE
for aU savings except IRA.
Divideoos '!.hawn. if $1 Q Gl' Gver, w\&I be
reported to the Internal Re....enue Service
for this calendar year.
'1 N OICA TES EffECTIVE OA TE
63.71
TOTAL FINANCE CHARGE YEAR- TO-OATE
for all loans.
o .00
NOTICE: See reve"e side for important infonnation.
0101077
Name
Personnel #
Pay Period
Edward E Rutherford III
3840
06/16/2001 to 06/22/2001
Earnings
Hour l y Rate
Hal iday Pay
Bonus
Shi ft OJ ff
Paid Time Off
Premium Overtime
Job Premium
Total Gross
Total GrvSS
Total Taxes
Total Deductions
Net Pay
Hours
Current
SSN: 208-52'1410
YTO
7,612.16
276.52
1,128.20
478.09
481. 68
155.21
4.DO
10,135.86
10, ~35.86
2,299.23'
735.12-
7,101.51
40.00
356.80
40.00
20.01
376.81
376.81
78.46-
29.71,
268.64
Pay Date
Cost Center
Rate
: 06/29/2001
: 17396120
: 8.92
Tax & Oeductions
Current
YTO
Federal Tax 36.06' \ .1i8.02-
Pennsylvania Tax \0.35- 278.60-
Hampden Tax 3.77' 101.34-
SociaL Security Tax 22.92- 6\6.98-
Medicare Tax 5.36' 144.29-
Total Taxes 78_46. 2,299.23-
Benefits - Pre-Tax
401K Pre-tax
OPT Tax
7.1D-
22.61'
\84.60-
540.52-
\0.00-
Total Deductions
29.7\ -
7.l5.\2'
DETACH ALONG THIS PERFORATION
Name
P,ersonnel.#
Pay Per i od
Ed~ard E Rutherford III
3840
06/02/2001 to 06/08/2001
brnings
Hourly Rate
Hol iday Pay
Bonus
Shi ft Diff
Paid Time Off
Premium Overtime
Job Premium
Total Gross
Total, Sros':.
Total Taxes
Total Deductions
N~t Pay
Hours
Current
SSN: 208-52-1410
YTD
6,898.56
276.52
1,128.20
438.07
481. 68
155.21
4.00
9,382.24
9,382.24
2,142.30-
675_70-
6,564.24
Pay Date
Cost Center
Rate
: 06/15/2001
: 42160230
: 8.92
37.73
336.56
Tax & Deductions
CUrrent
no
37.73
18.88
, Federal Tax 33.04- 1,085.90-
Pennsylvania Tax 9.75- 257.90-
Hampden Tax 3.55- 93.80-
Sod a l Security Tax 21.59- 571.13-
Medicare Tax 5.05- '133.57"
Total Taxes 72_98- 2,142.30-
Benefits - Pre-Tax
401K Pre-tax
OPT Tax
7.10'
21.33-
170.40-
495.30-
10.00-
675. lO-
355.44
355.44
72.98-
28.43-
254.03
Total Deductions
28.43-
,i(..,
~:
...........,..,.-"..-...,.,......
DETACH ALONG THIS PERFORATION
Name
Personnel #
Pay Peri od
Edward E Rutherford III
3840
06/09/2001 to 06/15/2001
SSN: 208-52-1410
Pay Oat. -",06/22/2001
Cost Center : 42160230
Rate : 8.92
Earnings
.. -. - - - - - - - - - - - ~ ~ - ~ ~ ~. - - ~ - - - -. - - - -. - ~ ~ - - ---
- - - - -. ~ ~ -. - - - - ~ - - - -. ~ - -. .. ...... - -. -. - -' . - . . . - - - -
Hourly Rate
Hol iday Pay
Bonus
Shi it Di ff
Paid Time Off
Premium Overtime
Job Premium
Total Gross
Hours
Current
YTD
7,255.36
276.52
1,128.20
458.08
481. 68
155.21
4.00
9,759.05
Tax & Deductions
Current
YTD
40.00
356.80
. _ -..... ~ -. _ _ ~ _ _ _ _ ~ _ _ ~ ~~ -... _ -.... - -.
40.00
20.01
Federal Tax 36.06- 1,121.96-
Pennsylvania Tax 10.35- 268.25-
Ham;:xjen Tax 3.77- 97.57-
Social Secur; ty Tax 22.93- 594.06-
Medicare Tax 5.36- 138.-93-
Total Taxes 78.4l- 2,220.77-
_ _ _ _ _ -.. _ -.... ~ _ _ _ _ ~.. -. ~. _ ~ -~ ~ -.. _ -. -. _ _ ~. -..... -..
. _ _ ~ ~. ~.. _ _ ~.... ~. .--. -.- -. ~ -...... - -~ ~ - - --..... - -. -. -..
376.81
Benefits. Pre. Tax 7.10- 17l.50-
401K Pre. tax 22.61- 51l.91-
OPT Tax 10.00-
Total Oeductions 29.71- 705.41'
.......--.--.....---...-....--...-...--...--.....-.-----
NCJTIC
Personnel #
pjy ~cr; od
Edward E Rutherford III
3840
05/19/2001 to OS/25/2001
SSN: 20B-52-1.410
., - - - - .,- - - - - - - - - - - - - -~~~~ - --. .~~~. -~. -.. .~~.. .-_. .--.
Ea,"n1 rgs
Hours
Current
YTO
- - -. - - - - - -. -' -. - -..... .~.~~..... ._~~." -.~-_..~.-
Hour l Y Rate 40.00 356.80 6,355.32
HO~ iday Pay 205.16
Bonus 1,128.20
Sh;ft D; ff 44.60 23.46 399.59
Pa;d :- ime Off 410.32
Premium Overtime 4.60 61.55 155.21
~:JD :'> rcrr,i Uf.1 4.00
T::::al Gross 441.81 8,657.80
. - - - -" - -. -'" - -"'- - -.~. -~.~_. -. .~~~~. .~~- --~_.. ..~.. -~.
----~..-."
;, 'I Sf:J:;:' 441.81 8,657.~0
'0 ,I Taxes 95.06- 1,992_86'
To " Deductions 33.61- 618.03-
,., rar' 313.14 6,046.91
- - - - - - -..... -~_... - _. _.. ._~... ..-.. ---. ~_. .~~-_.
Pay Date
Cost Center
Rate
: 06/01/2001
: 42160230
: 8.92
--...... -~~.. ..--.' .~- -'. ~~~... .~._~. - - -- - -. -. - --
Tax & Deductions
Current
rD
... .~~.~... .~-~... .~~.~.~_. -~.~.~~.. - - - - -. - - - --
Federal Tax
Pennsylvania TaX
Hampden Tax
Social security Tax
Medicare Tax
45.22-
12.17-
4.42-
26.95-
6.30-
1,017.9', -
238.02'
86.56'
527.'!)-
';23.27-
Totat Taxes
95.06-
1,992.86-
.~.-~.~. .~~-~.. .~~~...... -. -.. .~_... - - - - -.' -. - - - - - - - - -.
Benefits - Pre' Tax 7.10- iS6.20-
401K Pre. tax 26.51- 451.83-
OPT Tax ',0.00-
Total Deductions 33.61- 618. 03-
.-. .~~- ~- ._-." .~~~~~._-- --.. -.. .~- -. - - -. - -. -- - - - - - - - - --
._._.___,_____._' 0["[1'.(;11 ALONG TlilS pf::FlIOIlArlmj -----.,.-...----
Total Gross
Total Taxes
Total Deductions
376.81
78.46-
29.71-
268.64
\-let Pay
7,919.25
1,839.79-
559.52-
5,519.94
- - - - - - - - - - - - - - - - - - - - - - - - - - -.. - - - - ~ - - - - - - - - - - - - - - - --- - - -. - - - - - -.
,---
Name
Personnet #
Pay Period
Edward E Rutherford III
3840
05/05/2001 to 05/11/2001
DE TACH ALONG TIllS PlHI' OllAl ION --.-.--------
55N: 208-52-1410
Earnings
HourS
current
_..~...,---- -------.--......-......................-.....----.
YTD
Koud y Rate
flol iday Pay
Bonus
Shift Diff
Paid Time Off
?remium Overtime
Job premil..lTl
40.00
356.80
_.-_.__...__._------_.--_.~-_.._................._.........-..
40.00
20.01
Total Gross
376.81
-. - - - -. - -. ~ ~.. - - ~ - - - - - - - - - - -- - - -. - - -. ~.- ~ ~ - ~_.... -..... ..-- -- ~
7,919.25
f,'ame
Personrlel #
Pay Per i od
; Edward E Rutherford III
3840
: 05/12/2001 to 05/18/2001
5,717.54
205.16
1,128.20,
360.37 '
410.32
93.66.
4.00
SSW: 208-52-1410
Earnings
Hours
Current
- - - - - . - - - - - -.. - - - . - - - - . . . - -. -.. - -... .'_. ~ - -... - - -... - -... - -. - .
YTD
Hourly Rate
Hal id~y Pay
Bonus
shi ft Oiff
Paid Time off
Premium Overtime
Job Premium
31.50
280.98
31.50
15.76
5,998.52
205.16
1,128.20
376.13
410.32
93.66
4.00
Total Gross 296.74 8,215.99
. - - - - - - - . - - . -. - - - - . . - ~ - -. - - ~ - -. - - - - ~ - - - - - -. - - - - -. - -.. - - - - - -. .
,------ ~--,~-,~~----. - -.
Pay Date : 05/18/2001
Cost Center : 42160230
Rat. : 8.92
-',
Tax & Oeductions
Current
-----....--...........-....--------.......--------.--.--
YTO
-.-..-......_...........~..-....__.....---------_.._----
Federat Tax 36.06- 947.92-
Pennsylvania Tax 10.35- 217_ 74.
Ha"lJden Tax 3.77- 79.17'
Social Security Tax 22.92- 482.19-
Medicare Tax 5.36- 112.77'
TotaL Taxes, 78.46- 1,839.79-
Benefits ~ Pre. Tax
4011( Pre-tax
OPT Tax
7.10'
22.61-
_....._..~..-_.-...-............._-_._---------~~_._----
142.00-
407.52-
\0.00-
Total Deductions
29.71-
....._..........._.._-_...__..~-._---_.---_.--~~.-----..
559.52'
--..........."'~~................,.,..,~~'"'...,-,.. ...
Pay Date : 05;25/201l1
Cost Center: 42160230"
Rate : 8.92
Tax & Deduct ions Current YTD
- -. ~. - - - - - - --- ~. - - - -. - -. - ~ - - ~ ~ - - - - ~ - -. - - - - -' - - - -. --
Federal
PennsyL van; a
Hampden
Social Security Tax
Medicare Tax
24.77-
8.11'
2.97-
17.96-
4.20-
Tax
rax
TaX
TotaL Taxes
972.69-
225.85-
82.14-
500.15-
116.97-
58.01- 1,897.80-
- - - .-- - - - - - -.. - -- -~. -. - ~ - -. - -. - - ~ - - - ~ - - - - ~ - -. ~. - - -.
Benefits. Pre-Tax 7.10- 149.10-
401K Pre-tax 17.80' 425.32-
OPT Tax '0.00-
Total Deductions
24.90'
~,\..------,_._-.-
584.42-
Nane
Personnel #
PilY PerioD
Ed~ard E Rutherford II!
3840
0412112001 to 04/27/2001
Earnings
Hourly Rate
Hol iday Pay
80nus
Shift Diff
Paid iime ott
Premium overtime
Job Premilll1
Total Gross
Total Gross
Total Taxes
Total Deductions
f./et Pay
Hours
Current
SSN: 208.52.1410
HO
5,003.94
205.16
1,128.20
320.36
410.32
93.66
4.00
7,165.64
7,165.64
1,682.88'
500.10'
4,982.66
40.00
356.80
05/04/200-{--
42160230
: 8.92
40.00
20.01
Pay Date
Cost Center
Rhte
Tax & Deductions
Current
YlD
376.81
376.Bl
78.47.
29.71.
268.63
Federal Tax 36.06. 875.81-
PennsyLvania Tax 10.35. 197.04-
Hampden Tax 3.77- 71.63-
social Security Tax 22.93' 436.35-
Medi care Tax 5.36- 102.05-
Total Taxes 78.47' 1,682.88-
Benefits. Pre-Tax
401K Pre-tax
OPT Tax
127.80-
362.30-
10.00-
500.1D-
7.10'
22.61'
Total Deductions
29.71-
DETACH ALONG THIS PERFORATION
Wi.lme
Personnel #
Pay Per i ad
Eoward I: Rutt;erf.ord..i"il.............-----...
3840 SSN: 208.52.1410
04/28/2001 to 05/04/2001
Earnings
Hourly Rate
Hal iday pay
Bonus
Sh i ft Di ff
Paid Time off
Premium overtime
Job Premium
Total Gross
Hours
Current
40.00
356.80
40.00
20.00
376.80
YTO
5,360.74
205.16
1,128.20
340.36
410.32
93.66
4.00
-'42.44
---.
Pay Date ~ ;-o5/,-ii2001
Cost Center : 42160230
Rate : 8.92
Tax & Deductions
Current
YTD
Federal Tax 36.05- 911.86-
pennsylvania Tax 10.35- 207.39'
Hampden Tax 3.77- 75.40-
Social Security Tax 22.92- 459.27-
Medicare Tax 5.36- 107.41-
Total Taxes 78.45' 1,761.33-
Benefits. Pre-Tax
401K Pre' tax
OPT Tax
7.10-
22.61'
134.90'
384.91-
10.00-
529.81-
Total" Deductions
29.71 .
___'....~0_~.._._
Name Edward E Rutllerford 1 t t
Personnel # 3840 SSN: 208-5?-1410
'Pay Period 04/07/2001 to 04/13/2001.
.~~..-.----_._-----~----~-.-_.._----.-_...-.._~.__.~-..__._-..~
Earnings Hours Current YTO
_.._.~_.----~~---~-_._-_.---..-_._~..-...-..-..._.
Hour l y Rate 22.03 196.51 4,361.70'
Hol iday Pay 8.00 71.36 205.16 '
Bonus 1,128.20
Shdt Diff 30,03 15.03 280.34
Paid Time Off 338.96
Premium Overtime 93.66 '
Total Gross 282,90 6,408.02
'ame
Personnel #
Pay Per i cd
Edwa.rd E Rutherford t t 1
3840
04/14/2001 to 04/20/2001
SSN: 208-52-1410
Earnings
Hours
Current
YTO
Hour l y Rate
Hol iday Pay
Bonus
shift Diff
Paid Time Off
Premium Overtime
Job PremiUll
32.00
4,647.14
205.16
1,128.20
300.35
410.32
93.66
4.00
285.44
40.00
8.00
8.00
20.01
71. 36
4.00
380.81
6,788.83
Total Gress
- ~,.,.......,.__.,.Ir"'"
Total Gress
Total Taxes
Totat Deductions
380.81
79.48-
29.95-
271.38
6,76&.83
1,604.41'
470.39'
Net Pay
4,714.03
..----------....---.--.--------.-.-...---.----------.-.-.---.
Pay Date : 04/20/2001
Cost Center : 42160230
,~~::. --_00 _:. .~'_~~ _'__' - - -. - --. -- -. - - - - - - - - - - - - - - - - -- - --
.""T8)( '&~eductions Current no
........01_... _ _... - -. - - - - - - - - - - - - - - - - - - - - - ~. - . - ~. . - - -. . - -
Federel" Tax 22.81- 803,13'
Pennsyt,/6n,ie Tax 7.72- 176.23-
He~en Tex 2,83- (,4,05-
So"lel-S."U'rity Tax 17.10- 390,25-
Medlc"reirex 4.00- 91,27-
:~~~t~(Y~:s 54.46. __..__~~:~~:93'
~~~~ti~;-:.p~~~~~~....-.......-~-..-7~;O: 113.60-
,401K Pre.tax ' 16.97- 316,84-
OP, Tox ' 10.00-
';:,.
440,44-
Pay Date
Cost Center
Rate
: 04/27/2001
: 42160230
: 8.92
Tex & Oeductions
Current
YTO
Federal Tax 36.62- 839,75-
Pennsylvania Tax 10.46- lB6.69-
HaTJ1Xien Tax 3.81- 67.86-
Sociat Security lax 23.17- 413,42-
Medi care lax 5.42- 96.69-
Total Taxes 79.48- 1,604.41 -
Benefitt ~ Pre.lex
4011( Pre-tax
OPT lex
7.10-
22.85-
120,70-
339.69-
10.00-
470,39-
lotal Deductions
29.95-
De:TACH ALONG THIS PEfWOflA.1"ION
RfV.I511 E~. 112.991*
.~
. -~' ~-
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Edward E. Rutherford, II
FILE NUMBER
21-01-0680
Debts of decedent must be reported on Schedule r.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1 Warren H. Replogle Funeral Home $ 6,669.00
2. M.R. Cupples Memorial Co. 1,021.40
3 . After-service luncheon 350.00
B ADMINISTRATIVE COSTS:
1 Personal Representative's Commissions
Name o( Personal Representative{s)
Social Security Number(s}/EIN Number of Personal Representative(s)
Street Address
City Slate _ Zip
Year(s) Commission Paid:
2 Attorney Fees 3,895.00
3 Family Exemption: (If decedent's address is nol the same as claimant's, attach explanation) 3,500.00
Claimant Edward E. Rutherford, III
Street Address 3815 Chestnut street
City Camp Hill State PA z 17011
-'p
Relationship 01 ClaImant to Decedent Son
4 Probale Fees 413.00
5 Accountant's Fees 650.00
6 Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ 16,498.40
(If more space is needed, insert additional sheets of the same size)
WARREN H. REPLOGLE FUNERAL HOME
2636 WEST CHESTNUT AVENUE
AL TOONA, PA. 16601
1-814-944-0641
LAURA LEE REPLOGLE FUNERAL DIRECTOR
JUNE 29, 2001
EDWARD E. RUTHERFORD II
A. BASIC SERVICES OF FUNERAL DIRECTOR AND STAFF
CARE AND PREPARATION OF REMAINS:
EMBALMING
$1400.00
650.00
USE OF FACILITIES AND STAFF-
USE OF FACILITIES AND STAFF FOR VIEWING
USE OF EQUIPMENT AND STAFF FOR CHURCH SERVICE
$365.00
365.00
TRANSPORTATION EQUIPMENT
REMOVAL VEHICLE
FUNERAL VEHICLE
FLOWER VEHICLE
OTHER VEHICLE USE
TRANSPORTATION FROM CAMP HILL TO AL TOONA
TOTAL OF SERVICES SELECTED
$150.00
220.00
100.00
so 00
+287.00
$3587.00
MERCHANDISE:
CASKET, COLEMAN/MANDARINE - YORKTOWNE
VAULT
CLOTHING: UNDERCLOTHING
PRAYER CARDS
REGISTRY BOOK
ROSERIES
OTHER MERCHANDISE, TEN (10)) LAMINATIONS
TOTAL OF MERCHANDISE SELECTED
TOTAL SERVICES AND MERCHANDISE
$1216,00
595.00
12.00
35.00
25.00
15.00
+35.00
$1933.00
$5520.00
B, CASH ADVANCE ITEMS (ESTIMATE ONLY)
CEMETERY CHARGES
CLERGY HONORARIUM
ORGANIST HONORARIUM
OBITUARIES
PATRIOT NEWS
CERTIFIED DEATH CERTIFICATES No. 25 @ $2.00 EACH
BARBER
TELEPHONE
FLOWERS
TOTAL CASH ADVANCE CHARGES
$500.00
50.00
35.00
155.00
154.00
50.00
35.00
10.00
+160.00
$1149..00
GRAND TOTAL SECTIONS (A) (B)
$6669.00
J~, tJ,;;" ;,:uljl ltl:57 FAX 814 g:.l.~ 6100
M. R. CUPPLES CO. lNC
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.
M.R. CUPPLES MEMORIAL CO. Phone: 814-944-2588.Fax:8H 9H 6100
RO 2 Bcx 360 . Sugar R\Il\ Road & Illlma Avenue
A/loona, Po. 16601
Fax
TOlfnJi\1P( Go~()rnf\~)
'-717 -!\10-~7l.f3
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ll~ U~ ~Ol)~ 16:57 FAX 814 94~ 6100
M. R, CUPPLES CO. J~C
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1I.00NIjM'EN'S
UARKE;R~
>.lAUSOLiU~
BRONZE MA.I~KER5
Ct~TAAY l.EliERING
c.Of';CP.ZTE P~OOUCTS
MARBLE Si A TLJAP
~. 'Je C"'pples v1Uernorial CO,
Sugar "un Road & Bums Avenue, Box 369. A.I\oona, I'A 16601
Phone: 814-944-2588 FAX: 814-944.61 Q(J
CONTRACT
SPECIFICA liONS
OESIGN NO
.....,.., ..One ..."2..0.,, x.. .1.. ,0., .x... 1 ,_.6..S~=t "l'l\OnJ.l,Dua.o.t.,..1 th.. p.o.l i.eh" !.v.".~"....
Rock top,Rock back made from GreyGrainte from the rock of a
,... "qu<'Irrte'S;'" 'Sa rre'j" 'vt';... T0' 'MA'l'0H" flll r;kNOO" S.,... R,=,l'HERF0RIr'" .,."
5
DIE
,............,.,,,,,,,...........................,,,..,...........,,.....,......................,,,..,.,,.......
"1 _.__~
.....I3AsE
I
I~OUNOAT!O
ORDERED
"nee .. . . "$'8'95 ;:01)" .. ............ Total Delivered Pries. .$1...02.1...4Q...... .
~:~~:~n Char9;'.?'~ :.~.0...!?,'7.:::~.~,~,~. R.m-~t,"O;&r ..... . ...........
'.", ...~., .~~,:. '\0...........,..,.,
'~\e$ :llX..
Total
Doilv.fed Price""'$'1';"O'ZL'lIt)...... ......' Term...."... .......'''''''' ,...........,..' .....' .......,
Oro.,rsl"lOl 'llh~ to Ca(\c.t\a~ion, /tJ\ Contrw:.ts contiT'lliltmt \,;pon Sttim. Accidents and otMr eaU$n beyond :)ur e.onlrol
9al.Ull;e ,.p...................,...................,... ..
Inscriptions and L.etterlng:
FQUNOA TlO
~
I
I
I BOND
REOUESTEI
EiILLEJ
F.,w. (0 I\'\&ke any paymtnUo wl'l.n ~ Iil. ,~d ,bov.. \he flIrM.,lng ~rr-.nr.. ~ Immtd;.t.1Y dl,le end !My.bIt. Wlthwl inwsrtion, ex.mPflo'l
'~y cJ n-=uliorl. d"alQtiorI for Vlllul rwceJ....d. A~ l\.Irttwr V. ~mtr tertby empowen .,y .nomey of .,y Court of Record within the Unllod SUIts 10
lI~p8Br enr. oont.... j~ment ~.fr'llttim for If"t SU'Tl dve WIlt. ,bq,o, w.h..,.., 00'" ofSllIl. r.ltlle ofem:wa'd leM percent lliorneVs eommlssto~, F\lr",hef Ie
a\l'.i'\ot\18 thl lSS\.l,nca tA Writ of FWflaci.. upon .ny 'nl Qf pt~1 pro~'ty, heteby waivIng Ind l"fIeasing any t~t to appraisement Of exemp:lo~ onder the
lill'M; of U,. Sl.It, of P.nn'yl"'an~ Of newtl."" AI the op\ion of (.-. M.Ft CUPPLES ME~OR\o\l CO., the maletlal and work erected may De remCNed 0)' sale:
M,R. CUPPLES MEMORIA.!. CO~.. 'lldforlfQt,jId:J{~ ~maoa frOm the ;ultonl8(& breach ofll'te eondItlon..G ofpaym~ as t\!tflalr. st~ed \0 n. maca.
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elJf.lQm.... S1g"~IU'"
Date
'" a..\l9'ust"'2", '2'O{)!
Cu.st:l<rT'Wtr's Add,...
.
, .
RECEIPT FOR PAYMENT
-------------------
-------------------
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Receipt Date
Receipt Time
Receipt No.
7/20/2001
13:40:02
1026304
RUTHERFORD EDWARD E
File Number 2001-00680
Remarks LINDA M RUTHERFORD
VZ
________________________ Distribution of Receipt ------------------------
Transaction Description Payment Amount Payee Name
PETITION FOR PROBA
EXTRA PAGES
SHORT CERTIFICATE
JCP FEE
375.00
15.00
18.00
5.00
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
Check# 2697
Total Received.... .....
$413.00
$413.00
.
""""'''''~'M~
".~"
~i~ .
CO~N,10nNEAL TH OF PENNSYLVANIA
1~~YtRITANCE TAX RETURN
RESIDENi DECEDENT
SCHEDULE)
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21-01-0680
ESTATE OF
Edward E. Rutherford, II
Include unreimbursed medical expenses.
ITEM
[,UMBER
2.
3.
4 .
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
DESCRIPTION
AMOUNT
Cumberland Law Journal
Vehicle registration (van)
Sewer/Trash
Car Insurance - both vehicles
Water bill
Cable
Electric
AT&T
UGI
AT&T telephone lease
Verizon
Newspaper
Real estate taxes
Personal school tax
Smith radiology
Pulmonary & CRitical Care
Dr. Leal
Homeonwer's Insurance
Advertisement
Car service
$ 75.00
36.00
196.00
856.69
35.47
64.95
50.63
8.32
163.01
.65
12.14
25.55
874.76
9.80
91.92
72.64
302.77
297.00
44.00
963.60
TOTAL (Also enter on line 10, Recapitulation) $ 4 , 1 80 . 90
(If more space IS needed, Insert addllional sheets of the same size)