HomeMy WebLinkAbout01-0923
Estate of Ralph S. Neiman
also known as
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
No. 21-2001- q ~3
, Deceased
Social Security No. 176 - 01- 8888
Ralphine Rae Gentzler and Tarrell J. Neiman
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
[K] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut ors
the Decedent, dated 11/04/1977 and codicil(s) dated None
named in t:-:~ last Will of
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
D B. Grant of Letters of Administration
(c.I.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland
County, Pennsylvania with his/her last family
or principal residence at 46 Sherwood Circle, Township of East Pennsboro, Enola, PA 17025
(list street, number, and municipality)
Decedent, then ~years of age, died 09/2.5/2001 at Mess iah Village, Upper Allen Township, PA
(Location)
Decedent at death owned property with estimated v"llues as follows:
(If domiciled in PAl All personal property
(If not domicileC: in PAl Personal property in Pennsylvania
(If not domiciled in PAl Personal property in County
Value of real estate in Pennsylvania
95,000.00
$
$
$
$
140,000.00
situated as follows:
46 Sherwood Circle, Township of East Pennsboro, County of Cumberland
T ed or rinted name and residence
Ralphine Rae Gentzler,
10411 Stor brook Drive, Cincinnati, Ohio 45242
Tarrell J. Neiman
127 Homewood Drive, York, Penns Ivania 17403
II-J~-7
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumber land
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will well and truly administer the est according to law.
Sworn to or affirmed and sLlbscribed
before me this~day of
L9~
'~dJI
~ ~ If;~
Tarrell J. NeIman
'trb,'W e.. ~ \~~
o \). ~ \\ ...\- For the Register
,y"," -, ~\
No. 21- 2001-
Estate of Ralph S, Neiman
Deceased
Social Security No: 176 - 01- 8888
Date of Death: 09/25/2001
AND NOW,
October 8,2001
, in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [K] Testamentary 0 Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
Ralphine Rae Gentzler and Tarrell J. Neiman
11/04/1977
in the above estate and that the instrument(s) dated
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters. $
Short Certificate(s). $
Renunciation. $
Affidavits ( $
Extra Pages ( ) $
Codicil. . $
JCP Fee. $
Inventory. $
Other $
18.00
'iY'p 1\1<( c.. tl4~ 0,-<- PIS. Qn~
\ Regisfur of Wills , "\
270.00
Attorney:
John M. Garber, Esquire
1.0. No:
28481
Garber & Garber
40 South Duke Street
9.00
Address:
York, Pennsylvania 17401-1441
5.00
Telephone: 717/848-2385
TOTAL. $ )n? nn
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc.
Filed: Oct. 8,2001.
Form RW-1 (1991)
LAST WILL AND TESTM1ENT
I, RALPH S. NEI~~N, Widower, of the Township of Dover,
County of York, Pennsylvania, being of sound and disposing mind,
memory and understanding, do hereby make and declare this as
and for my last Will and Testament, hereby revoking and making
null and void any and all former Wills and/or Codicils hereto-
fore made by me, if any.
I. I hereby direct my hereinafter named Executor to pay
all of my just debts and funeral expenses as soon as may be
convenient after my demise.
II. All the rest, residue and remainder of my estate,
whether the same be real, personal and/or mixed, of whatsoever
kind and wheresoever situate, I give, devise and bequeath unto
the York Bank and Trust Company, IN TRUST, NEVERTHELESS, for
the following purposes and upon the following conditions:
A. That should I at the time of my death have re-
maining my residence at 1070 East Canal Road, or a succeeding
residence titled in my name, I then direct that such residence,
including the lot of ground as well as the improvements and
furnishings contained in and upon the said premises be retained
by my Trustee as part of the Trust corpus for the term of the
Trust or so long as my daughter, Jill A. Neiman, may desire to
use the same as her principal residence and, further, my said
Trustee shall invest and reinvest the balance of the monies
forming the corpus of this Trust and therefrom pay first the
taxes, maintenance and repair as may be required during the
term of this Trust and the balance of said monies, being the
income not so applied shall be paid over unto my daughter, Jill
A. Neiman, at such times as may be convenient and agreed upon
EOWARD 1-1. 1-1. GAReFR
by my Trustee and my daughter.
B. Upon my daughter, Jill A. Neiman, attaining her
twenty-fifth (25th) birthday anniversary, I hereby direct my
said Trustee to divide the then principal and any accrued but
unpaid interest into three (3) equal shares to be divided
equally among my children, Ralphine Rae Gentzler, Tarrell J.
Neiman, and Jill A. Neiman, in equal shares, share and share
alike, absolutely. Should any of my said named children pre-
decease the date when they would be entitled to distribution as
herein set forth leaving issue of their body then such issue
shall take in equal shares the share of such deceased child.
Should, however, any of my said children predecease the date of
distribution leaving no issue then such share shall be distrib-
uted between my surviving children in equal shares, share and
share alike, absolutely and upon such happening this Trust
shall terminate, absolutely.
C. Should my daughter, Jill A. Neiman, be desirous
of a formal education beyond the high school level and she has
the ability to pursue such an education or continue such
education, I then direct my Trustee to provide such sums of
money as are necessary for tuition and room and board as re-
quired from the principal of the Trust and to pay the same to
the university, college, or trade school as she may have
matriculated in at such time. The continuance of such formal
education shall be, however, subject to my daughter receiving
satisfactory grades while so attending such university, college
or trade school and the judge of this matter shall be the
Trustee herein appointed. Subject further that such education
shall be limited to a four-year college term or its equivalent
for my said daughter.
I='t""lUUAK5r"\ L..I L..I ~..........r-....
D. I further direct my Trustee that should the
beneficiary under this Trust be in need of funds in addition
to the income to which she is entitled during the term of this
Trust by reason of illness, accident or other emergency to
provide such monies from the principal of the Trust irrespective
of the division of shares of the principal as set forth above
as in its sole discretion are necessary to alleviate such a
situation or condition.
E. The Trustee shall have the following rights and
powers in connection with the administration of the Trust if
not inconsistent and conflicting with the specific powers and
directions contained in the paragraphs preceding.
1. To invest and from time to time to reinvest
any cash principal received or held by the Trustee in such
securities and/or investments as may qualify under the pro-
visions of the Fiduciaries Investment Section of the Probate,
Estates and Fiduciaries Act of 1972, as amended, as well as to
hold as a portion of the Trust Estate any securities transferred
to the Trustee by the Executor of the Estate of the Testator.
2. To sell at public or private sale, upon
such terms as the Trustee may consider advisable, any stocks,
bonds or securities held in Trust.
3. To make, execute and deliver to the pur-
chasers of any assets of this Trust good and sufficient Deeds
of conveyance, assignment, transfer or other instruments of
writing which shall be necessary or convenient for transferring
the title and ownership thereof.
4. To make distribution in kind or in cash or
partly in kind and partly in cash at the sole determination of
the Trustee as to the advisability of such distribution.
IV. I nominate, constitute and appoint my daughter,
Ralphine Rae Gentzler, and my son, Tarrell J. Neiman, as Co-
Executors of this my last Will and Testament and my Estate.
V. I nominate, constitute and appoint the York Bank and
Trust Company as the Trustee of the Trust herein created.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ~ttt day of N~\,-,lv!--~, A.D., 1977.
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/
Signed, sealed, published and declared by the above
named RALPH S. NEIMAN, as and for his last Will and Testament,
in the presence of us, who have hereunto subscribed our names
at his request as witnesses thereto, in the presence of the
said Testator, and of each
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21-01-923
Register of Wills of
Cumberland
County, Pennsylvania
OATH OF SUBSCRIBING WITNESS
Estate of
Ralph S. Neiman
No.
21-2001-
also known as
, Deceased
Linda K. Parrish
(each) a subscribing witness to the D codicil(s) [K] will(s) presented herewith, (each) being duly qualified according to law
depose(s) and say(s) that she/ he/ they was/ were present and saw the above Testator(rix) sign the same and that she/he/they signed as
a witness at the request of Testator(rix) in his/her/their presence and D in the presence of each other D in the presence of the
other subscribing witness(es).
(Signature)
L~\2~
Linda K. Parrish
1230 Millstone Road
York, Pennsylvania 17406
(Address)
(Signature)
(Address)
Sworn to or affirmed and subscribed
before me this
ttJ(
day
of
200t
My mmission Expires:
(Signa ure and seal of Notary or other official
qualified to administer oaths. Show date of
expiration of Notary's commission.)
NOTARIAL SEAL
Jo~n M. Garber, Notary Public
City Of York, County of York
'..' r','.v~;',si:"., EXPi!;~ April 26, 2004
NOTE: To be taken by officer authorized to administer oaths.
Please have present the original or copy of instrument(s)
at time of notarization.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form#RW-2 (1991)
21-01-923
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat , sign the same and that signed as a witness at the
request of testat_ in h presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19_
(Name)
(Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
iAlfhl'hQ R{)I( (:?{Jht2J~r ~ )f}rrp!1 T !Jfjhtfffl ,
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
we are familiar with the signature of Ralph S. Neiman
~l
will
testat~ of (one of the subscribing witnesses to) the
that
WA
presented herewith and
~I
believes the signature on the will is in the handwriting of
~AT.PH ~ NF.TMAN
to the best of THEIR knowledge and belief. . ;) j7
Swom to oc affirmed and subs"ibed before Jdrjd.~ ~ ~~
me this 5th day of ~ (Name) /d'.
OCTOBER ~2001 /0 cf/f .' h::bf- /!Jr. Dr)~~:t. 8IS~
, .j---y.. r. vJ ' . ./ t/!:, ~ </2-
! IID..J'u1 c.. rNu-t,.(" ~ (Address)
fl- PB(Lrt.. Register - 1- ~
r~ (Name)
/..,).7 t!dlli'LIv.,1t:J IJA "7.....1<:0/ II/) 11C(~;J
(Address)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1712B.0601
REV.1162 EX(11.96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
GARBER JOHN M ESQ
40 S DUKE ST
YORK, PA 17401
-------- fold
ESTATE INFORMATION: SSN: 176-01-8888
FILE NUMBER: 21-2001- 0923
DECEDENT NAME: NEIMAN RALPH S
DATE OF PAYMENT: 12/03/2001
POSTMARK DATE: 11/30/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 09/25/2001
NO. CD 000591
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $8,800.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$8,800.00
REMARKS: JOHN M GARBER ESQUIRE
CHECK# 115
SEAL
INITIALS: CW
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Ralph S. Neiman
Date of Death: September 25,2001
Administration Number: 2101-0923
TO THE REGISTER:
I certify that the Notice of Beneficial Interest required by Rule 5.6(a) of the
Orphans' Court Rules was served on or mailed to the following beneficiaries of the
above-captioned Estate on January 28,2002
Name
Address
Ralphine Rae Gentzler
10411 Storybrook Drive
Cincinnati, Ohio 45242
Tarrell J. Neiman
127 Homewood Drive
York, Pennsylvania 17403
Jill A. Johns, formerly Jill A. Neiman
42 Sherwood Circle
Enola, Pennsylvania 17025
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
r-
l7)
('-.I
0:::
Signature:
John . Garb , Esquire
Garb r & Garber
40 South Duke Street
York, Pennsylvania 17401-1441
Counsel for the Personal Representatives
Date: January 28, 2002
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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
GARBER JOHN M ESQ
40 S DUKE ST
YORK, PA 17401
-------- fold
ESTATE INFORMATION: SSN: 176-01-8888
FILE NUMBER: 2101-0923
DECEDENT NAME: NEIMAN RALPH S
DATE OF PAYMENT: 09/26/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/25/2001
NO. CD 001656
ACN
ASSESSM ENT
CONTROL
NUMBER
AMOUNT
101 I $277.23
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$277.23
REMARKS: TARRELL J NEIMAN & RALPHINE
RAE GENTZLER C/O JOHN M GARBER
CHECK# 140
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
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
GARBER JOHN M ESQ
40 S DUKE ST
YORK, PA 17401
u__u__ fold
ESTATE INFORMATION: SSN: 176-01-8888
FILE NUMBER: 2101-0923
DECEDENT NAME: NEIMAN RALPH S
DATE OF PAYMENT: 09/26/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/25/2001
NO. CD 001657
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4.10
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$4.10
REMARKS: JOHN M GARBER ESQUIRE
HAND DELIVERED ON 9/26/02
CHECK# 4174
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
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Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Estate of Ralph S. Neiman
No. 21- 01- 0923
also known as
Date of Death 09/25/2001
,Deceased Social Security No. 176 - 01- 8888
Ra1phine Rae Gentzler and Tarre11 J. Neiman,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
uire
p""",, R'P""~t27 . j? \? 7
Signature: 'iC~~ ~ ~~C!-
Ralph' e Rae Gentzler
~ - .11 ...
Signature: _~ 1 1f~(,H.
Tarre11 J.~eiman
Address: c/o 40 South Duke Street
Name of
Attorney:
1.0. No.:
28481
40 South Duke Street
Address:
York, PA 17401-1441
York, PA 17401-1441
Telephone: 717/848-2385
Telephone: 717/848-2385
04/05/2002
Dated:
Description
Value
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Total:
247,958.07
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be ext~nded into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form#RW-7 (1992)
,
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INVENTORY
Estate of:
Date of Death:
County:
Ralph S. Neiman
09/25/2001
Cumberland
CASH:
United Healthcare Insurance
Company, Provider to AARP
Health Care Options -
Benefit Payment Against
Claim Number 13170-520689-1,
Dated June 3, 2001, for
Medical Equipment (Check
Number 1050663025)
12.86
Allstate Insurance Company -
Refund Upon Termination of
Homeowners Policy Number 0
98 570853 04/22 Which
Insured Decedent's Real
Property Known as 46
Sherwood Circle, Situate in
the Township of East
Pennsboro, County of
Cumberland, Commonwealth of
Pennsylvania (Check Number
0066260968)
109.00
Patricia M. Grim - Prorations
of County Real Estate Taxes
Upon the Sale of Decedent's
Real Property Known as 46
Sherwood Circle, Situate in
the Township of East
Pennsboro, County of
Cumberland (Copy of
Settlement Statement is
Attached)
52.88
Danone Waters of North America
- Refund (Check Number
00620349)
5.00
-1-
\
HealthSouth - Refund Against
Invoice Number 616211 (Check
Number 173776)
130.80
Prudential Financial
Certificate of Deposit,
American National Bank and
Trust
16,000.00
Prudential Financial
Certificate of Deposit,
American National Bank and
Trust - Accrued Interest
116.33
Prudential Financial
Certificate of Deposit,
American National Bank and
Trust
16,000.00
Prudential Financial
Certificate of Deposit,
American National Bank and
Trust - Accrued Interest
91.24
Prudential Financial
Certificate of Deposit, MBNA
America
16,000.00
Prudential Financial
Certificate of Deposit,.MBNA
America - Accrued Interest
118.62
Prudential Financial Command
Money Fund Account Number
044-326213-87
25,865.54
Patricia M. Grim - Proration
of School Taxes Upon the
Sale of Decedent's Real
Property Known as 46
Sherwood Circle, Situate in
the Township of Pennsboro,
County of Cumberland (Copy
of Settlement Statement is
Attached)
995.58
-2-
Patricia M. Grim - Prorations
of Sewer Rental Fees and
Refuse Collection Fees Upon
the Sale of Decedent's Real
Property Known as 46
Sherwood Circle, Situate in
the Township of East
Pennsboro, County of
Cumberland, Commonwealth of
Pennsylvania
Waypoint Bank Checking Account
Number 900035551
PERSONAL PROPERTY:
Mt. Royal Furniture and
Auction - Gross Proceeds
Received Upon the Sale of
Personal Property from
Decedent's Residence Situate
at 46 Sherwood Circle,
Township of East Pennsboro,
County of Cumberland,
Commonwealth of Pennsylvania
STOCKS/LISTED:
1,198.50 shares Prudential Financial
Equity Mutual Fund Account
Number 044-326213-87
-3-
44.83
5,485.39
1,515.00
10,415.00
81,028.07
1,515.00
10,415.00
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,
REAL ESTATE/PA:
Real Property Known as 46
Sherwood Circle, Situate in
the Township of East
Pennsboro, County of
Cumberland, Commonwealth of
Pennsylvania, Conveyed to
Patricia M. Grim on November
15, 2001 (Copy of Settlement
Statement is Attached)
155,000.00
TOTAL RECEIPTS OF PRINCIPAL........ .......
-4-
155,000.00
247,958.07
~
REV-1500 EX + (6-00)
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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D
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Neiman Ra1 h S.
DATE OF DEATH (MM-DD YEAR)
~
vi'
DATE OF BIRTH (MM-DD- YEAR)
09/25/2001 09/20/1914
(IF APPLICABLE SURVIVING SPOUSE'S NAME LAST, FIRST. AND MIDDLE INITIAL)
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
OFFICIAL USE ONLY
/7-/~ -7
FILE NUMBER
21-01-0923
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
176-01-8888
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
NUMBER
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a Living Trust 0
3. date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
(Attach copy of Will) (Attach copy of Trust)
o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit 0 11. Election to tax under Sec. 9113(A)
(date of death between 12-31-91 and 1-1-95) (Attach Sch 0)
::::ilj$!$E~IJPtiiiiMP$T.:~fi~~Met;.~p;"l,J.i'~~RR~$~iNj)eN~~"~.NElj)iiNml~glT.:'1.18M"TIIN:I.~~Q'IQ~QII!~Ii~i~PTi;!Hm!
NAME COMPLETE MAILING ADDRESS
John M. Garber, Es uire
FIRM NAME (If Applicable)
Garber & Garber
TELEPHONE NUMBER
40 South Duke Street
York, PA 17401-1441
17 848- 385
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net V,alue Subject to Tax (Line 12 minus Line 13)
(1)
(2)
(3)
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(4)
(5)
155,000.00
10,415.00
None
OFFICIAL USE ONLY
(6)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)( 1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
0.00
212,008.73
0.00
0.00
None
82,543.07
None
None
31,262.83
4,686.51
(8) 247,958.07
(11) 35.949.34
(12) 212,008.73
(13)
(14) 212,008. 73
x
X
X
X
.0 0
.0 45
.12
.15
(15)
(16)
(17)
(18)
(19)
0.00
9,540.39
0.00
0.00
9,540.39
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
46 Sherwood Circle
CITY I STATE I ZIP
Enola PA 17025
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
9,540.39
0.00
8,800.00
463.16
Total Credits ( A + B + C) (2)
9,263.16
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
Total Interest/Penalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
i,W:!!lml~!t~~~~il~~~!~~y~!~III~~~~~~1~~III~G~~y~~I~ig'~yll~t~~II~~mX~:li"'~,,il~~':'+~gi~~~~~~~II~y:~::i~~8:~;~~!'
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; . . . . . . . . . ~ ~~x
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or .
d. receive the promise for life of either payments, benefits or care? . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . .. ......... 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? . . .. ...... . . . . . . . . . . . . . . . . . . 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? .. ...... . . . . . . . . . . 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
0.00
277 .23
0.00
277 . 23
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
~;~::~:~:~RN _ _ _~;~~_~~~;-,~~;~ _~;~:~~;_~~~;_~~~~_~ _ ~_' _ _~~ _i~~~__
~ _ ~ York, PA 17401-1441
51 ATU E FA E REROTHERTHANREPRE5ENTATIVE Garber & Garber
40 South Duke Street
-----------------------------------------------------
York PA 17401-1441
DATE
.L/- 5-CJ 2.
DATE
For ates 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
surv ing spouse is 3% [72 P.S. 9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) Oi)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116( 1.2)
[72 P.S. 9116(a)(1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)( 1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
REV-1502 EX. (1-97)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Ralph S. Neiman SS# 176-01-8888 09/25/2001 21-01-0923
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 Real Property Known as 46 Sherwood Circle, Situate in the 155,000.00
Township of East Pennsboro, County of Cumberland, Commonwealth of
Pennsylvania, Conveyed to Patricia M. Grim on November 15, 2001
(Copy of Settlement Statement is Attached)
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
155,000.00
Form REV-1502 EX (Rev. 1-97)
REV-1503 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Ralph S. Neiman
SS{J 176-01-8888
09/25/2001
21-01-0923
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 1,198.502 shares Prudential Financial Equity Mutual 8.690014 10,415.00
Fund Account Number 044-326213-87
TOTAL (Also enter on line 2, Recapitulation) 10,415.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSyslems, Inc.
Form REV-1503 EX (Rev. 1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ralph S. Neiman
REV-1508 EX + (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSif 176-01-8888
FILE NUMBER
21-01-0923
09/25/2001
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
United Healthcare Insurance Company, Provider to AARP Health Care
Options - Benefit Payment Against Claim Number 13170-520689-1,
Dated June 3, 2001, for Medical Equipment (Check Number
1050663025)
VALUE AT DATE
OF DEATH
12.86
2
Allstate Insurance Company - Refund Upon Termination of
Homeowners Policy Number 0 98 570853 04/22 Which Insured
Decedent's Real Property Known as 46 Sherwood Circle, Situate in
the Township of East Pennsboro, County of Cumberland,
Commonwealth of Pennsylvania (Check Number 0066260968)
109.00
3
Patricia M. Grim - Prorations of County Real Estate Taxes Upon
the Sale of Decedent's Real Property Known as 46 Sherwood Circle,
Situate in the Township of East Pennsboro, County of Cumberland
(Copy of Settlement Statement is Attached)
52.88
4
Danone Waters of North America - Refund (Check Number 00620349)
5.00
5
HealthSouth - Refund Against Invoice Number 616211 (Check Number
173776 )
130.80
6
Prudential Financial Certificate of Deposit, American National
Bank and Trust
16,000.00
7
Prudential Financial Certificate of Deposit, American National
Bank and Trust - Accrued Interest
116.33
8
Prudential Financial Certificate of Deposit, American National
Bank and Trust
16,000.00
9
Prudential Financial Certificate of Deposit, American National
Bank and Trust - Accrued Interest
91.24
10
Prudential Financial Certificate of Deposit, MBNA America
16,000.00
11
Prvdential Financial Certificate of Deposit, MBNA America -
Accrued Interest
118.62
12
25,865.54
Prudential Financial Command Money Fund Account Number
044-326213-87
13
Patricia M. Grim - Proration of School Taxes Upon the Sale of
Decedent's Real Property Known as 46 Sherwood Circle, Situate in
the Township of Pennsboro, County of Cumberland (Copy of
Settlement Statement is Attached)
995.58
Total of Continuation Schedule(s)
7,045.22
TOTAL (Also enter on line 5, Recapitulation) $ 82,543.07
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
Estate of: Ralph S. Neiman
Soc Sec #: 176-01-8888
Date of Death: 09/25/2001
Continuation of Schedule E
(Cash, Bank Deposits & Miscellaneous Personal Property)
Item
il
Description
Value at Date
of Death
14
Patricia M. Grim - Prorations of Sewer Rental Fees and Refuse
Collection Fees Upon the Sale of Decedent's Real Property Known
as 46 Sherwood Circle, Situate in the Township of East Pennsboro,
County of Cumberland, Commonwealth of Pennsylvania
44.83
15
Waypoint Bank Checking Account Number 900035551
5,485.39
16
Mt. Royal Furniture and Auction - Gross Proceeds Received Upon
the Sale of Personal Property from Decedent's Residence Situate
at 46 Sherwood Circle, Township of East Pennsboro, County of
Cumberland, Commonwealth of Pennsylvania
1,515.00
7,045.22
REV-1511 EX+(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Ralph S. Neiman
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
SSiF 176-01-8888
FILE NUMBER
21-01-0923
09/25/2001
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES:
Dover Bethany Cemetery - Grave Opening Charge
300.00
2
Emig Funeral Home - Professional Services and Merchandise
Selected for Decedent's Funeral
6,036.90
3
Donald E. Baughman - Lettering of Decedent's Grave Marker in
Dover Bethany Cemetery; Invoice Number 156
105.00
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
3.
Attorney's Fees Garber & Garber
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
11 ,158 . 11
4!J% 1 ru~
City
Relationship of Claimant to Decedent
State
Zip
4.
Register of Wills
302.00
Probate Fees
5.
350.00
Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Mt. Royal Furniture and Auction - 30% Auctioneer's Commissions
Upon the Sale of Decedent's Personal Property
454.50
2
Clerk of the Orphans' Court - Filing Fee to File Accounting,
Receipt, and Release
17.00
3
15.00
Register of Wills - Filing Fee to File Pennsylvania Inheritance
Tax Return
4
22.00
Register of Wills - Filing Fee to File Inventory
5
103.35
Garber & Garber - Reimbursement for Costs Advanced (Copies,
Total of Continuation Schedule(s)
12,398.97
TOTAL (Also enter on line 9, Recapitulation) $ 31,262.83
(If more space is needed, insert additional sheets of the same size)
CoPyri9ht (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
Estate of: Ralph S. Neiman
Sac Sec #: 176-01-8888
Date of Death: 09/25/2001
Item
#
Continuation of Schedule H-B7
(Other Administrative Costs)
Description
Amount
Federal Express Charges, Long Distance Telephone Calls, Mileage,
Postage, Tolls)
6
Living Earth Lawn Care and Landscape - Services (Including
Aeration and Overseeding of Lawn; Fertilizing and Applying
Broadleaf Weed Control to Lawn; Trimming and Edging Lawn and
Applying Mulch; and Applying Winterizer Fertilizer to Lawn)
Provided at Decedent's Residence Situate at 46 Sherwood Circle,
Township of East Pennsboro, County of Cumberland, Commonwealth of
Pennsylvania
614.80
7
Cumberland Law Journal - Legal Advertising
75.00
8
Leggett Inc. - Installation of ST-12 Expansion Tank at Decedent's
Residence Situate at 46 Sherwood Circle, Township of East
Pennsboro, County of Cumberland, Commonwealth of Pennsylvania;
Invoice Number 32510
170.00
9
Merry Maids - Cleaning of Decedent's Residence Known as 46
Sherwood Circle, Situate in the Township of East Pennsboro,
County of Cumberland, Commonwealth of Pennsylvania, Prior to
Conveyance to Patricia M. Grim
148.40
10
Midstate Abstract Company - Notary Public Fees Relative to the
Sale of Decedent's Real Property Known as 46 Sherwood Circle,
Situate in the Township of East Pennsboro, County of Cumberland,
Commonwealth of Pennsylvania
5.00
11
Garber & Garber - Notary Public Fees (Oath of Subscribing Witness
Linda K. Parrish - 1 @ $2.00 Each; Affidavit of Residence - 1 @
$2.00 Each)
4.00
12
Postmaster - First Class Postage and Certificate of Mailing
Expenses to Send Payment of School Taxes Assessed Against
Decedent's Real Property Known as 46 Sherwood Circle, Situate in
the Township of East Pennsboro, County of Cumberland,
Commonwealth of Pennsylvania, to East Pennsboro Township
1.09
13
Postmaster - Certificate of Mailing and Postage Expenses for
Correspondence Sent to the Cumberland County Register of Wills
(Payment of Pennsylvania Inheritance Tax) and International Paper
(Refund of Pension Payment)
1.66
14
PPL Electric Utilities Corporation - Utility Service to
104.27
Estate of: Ralph S. Neiman
Soc Sec #: 176-01-8888
Date of Death: 09/25/2001
Item
#
Continuation of Schedule H-B7
(Other Administrative Costs)
Description
Amount
Decedent's Residence Situate at 46 Sherwood Circle, Township of
East Pennsboro, County of Cumberland
15
The Homestead Group - Realtor's Commission Upon the Sale of
Decedent's Real Property Known as 46 Sherwood Circle, Situate in
the Township of East Pennsboro, County of Cumberland,
Commonwealth of Pennsylvania (Copy of Settlement Statement is
Attached)
7,750.00
16
East Pennsboro School District - 2001-2002 School Taxes Assessed
Against Decedent's Real Property Known as 46 Sherwood Circle,
Situtate in the Township of East Pennsboro, County of Cumberland,
Commonwealth of Pennsylvania; Bill No. 4725
1,593.80
17
The Sentinel - Legal Advertising
135.92
18
87.75
East Pennsboro Township - Sewer and Sanitation Service to
Decedent's Real Property Known as 46 Sherwood Circle, Situate in
the Township of East Pennsboro, County of Cumberland,
Commonwealth of Pennsylvania
19
The Homestead Group - Transaction Fee, Relative to the Sale of
Decedent's Real Property Known as 46 Sherwood Circle, Situate in
the Township of East Pennsboro, County of Cumberland,
Commonwealth of Pennsylvania (Copy of Settlement Statement is
Attach~d)
100.00
20
Recorder of Deeds, County of Cumberland - Transfer Tax Upon the
Sale of Decedent's Real Property Known as 46 Sherwood Circle,
Situate in the Township of East Pennsboro, County of Cumberland,
Commonwealth of Pennsylvania (Copy of Settlement Statement is
Attached)
1,550.00
21
57.28
Pennsylvania - American Water Company - Service to the Decedent's
Real Property Known as 46 Sherwood Circle, Situate in the
Township of East Pennsboro, County of Cumberland, Commonwealth of
Pennsylvania; Account Number 24-0695313-9
12,398.97
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ralph S. Neiman
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSf! 176-01-8888
FILE NUMBER
21- 01- 0923
09/25/2001
Include un reimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Comcast Cable - Service to Decedent's Residence Situate at 46
Sherwood Circle, Township of East Pennsboro, County of
Cumberland, Commonwealth of Pennsylvania; Account Number
0502050052601
AMOUNT
45.06
2
Holy Spirit Hospital - Balance Decedent Owed for Medical Care
Decedent Received for Hospitalization from September 17, 2001,
through September 21, 2001; Account Number 17531567
12.72
3
HRS USA - Account Number 0181-0617-6018-8881 Relative to
Merchandise Decedent Purchased from Good's Furniture
398.26
4
International Paper Pension Trust Fund - Refund of Pension
Payment to Which Decedent Was Not Entitled
390.00
5
Messiah Village - Transportation Decedent Received to Holy Spirit
Hospital on August 28, 2001, and August 30, 2001, and Room and
Board Charges for 11 Days @ $160.00/Day and 4 Days @ $163.00/Day;
Resident Number 000080103
2,424.80
6
Messiah Village - Reimbursement for Payment to West Shore
Emergency Medical Services for Stretcher Transport of Decedent
and Transport Van Mileage to Transport Decedent from Holy Spirit
Hospital to Messiah Village on September 21, 2001
74.55
7
Garber & Garber - Preparation of Durable Power of Attorney and
Execution of Durable Power of Attorney at Healthcare South,
Mechanicsburg, Pennsylvania; Notary Public Fees (4
Acknowledgments @ $2.00 Each); and Tolls
134.00
8
Quantum Imaging and Therapeutic Associates, Inc. - Services
Decedent Received at Holy Spirit Hospital on September 21, 2001;
Account Number 326553A93
78.00
9
Verizon - Telephone Service to Decedent's Residence Situate at 46
Sherwood Circle, Township of East Pennsboro, County of
Cumberland, Commonwealth of Pennsylvania
22.02
10
AT & T - Telephone Service to Decedent's Residence Situate at 46
Sherwood Circle, Township of East Pennsboro, County of
Cumberland, Commonwealth of Pennsylvania
3.10
11
Young's Medical Equipment - Wheelchair Rental (Including Deep
Contour Cushion, Head Support, Headrest Hardware, and Rear
Anti-Tippers) on August 30, 2001; Invoice Number 0781181
1,104.00
TOTAL (Also enter on line 10, Recapitulation) $ 4,686.51
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV -1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ralph S Neiman SS# 176-01-8888
SCHEDULE J
BENEFICIAR IES
09/25/2001
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
1 Ralphine Rae Gentzler
10411 Storybook Drive
Cincinnati, Ohio 45242
2
Tarrell J. Neiman
127 Homewood Drive
York, Pennsylvania 17403
3
Jill A. Neiman, now married and known as
Jill A. Johns
42 Sherwood Circle
Enola, Pennsylvania 17025
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Daughter
Son
Daughter
FILE NUMBER
21-01-0923
AMOUNT OR SHARE
OF ESTATE
1/3 of Residue
1/3 of Residue
1/3 of Residue
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
0.00
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1513 EX (Rev. 9-00)
"'="
.- OMS NO. 2502-0265 'r
A. B. TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1-DFHA 2.DFmHA 3.0cONV. UN INS. 4.DVA 5 OCONV. INS.
6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT GRIM
8. MORTGAGE INS CASE NUMBER: OLD MORTGAGE INS CASE NUMBER:
6.75%/F/421. MML
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid /0 and by the settlement agent are shown.
Items marked "[POCr were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
1.0 3198 (Grim,pfd/GRrMI9)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
PATRICIA M. GRIM ESTATE OF RALPH S. NEIMAN THE NEW TRIPOLI NATIONAL BANK
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 23-2114426 I. SETILEMENT DATE:
46 SHERWOOD COURT Midstale Abstract Company
ENOLA, PA 17025 November 15, 2001
CUMBERLAND County, Pennsylvania PLACE OF SETILEMENT
2331 Markel Slreet
Camp Hill. PA 17011
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Price 155.000.00 401. Contract Sales Price 155.000.00
102. Personal Procertv 402. Personal Property
103. Settlement Charoes to Borrower Line 140m 3,691.75 403.
104. 404.
105. 405.
Adiustments For Items Paid Bv Seller in advance Adiustments For Items Paid Bv Seller in advance
106. CilvfTown Taxes to 406. CityfT own Taxes 10
107. Countv Taxes 11i15/01 to 01/01/02 52.88 407. County Taxes 11115/01 to 01101102 52.88
108. School Taxes 11115101 to 07101102 995.58 408. School Taxes 11115101 to 07101/02 995.58
109. SEWER & REFUSE PRORATION 11/15101 to 01101102 44.83 409. SEWER & REFUSE PRORATION 11/15101 to 01101102 44.83
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 159,785.04 420. GROSS AMOUNT DUE TO SELLER 156.093.29
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deoosil or earnest monev 4,000.00 501. Excess Deoosil (See Instructions)
202. Princioal Amount of New Loan(s) 65,000.00 502, Settlement Charaes to Seller (Line 1400) 26,455.00
203. Existina loan(s) taken subiect to 503. Exlstlna loan(s) laken subject to
204. 504, Payoff of first Mortgage
205. 505. Payoff of second Mortgage
206. 506.
207. 507. (Deposit disb. as proceeds)
208. 508,
209. 509.
Adiustmenfs For Items Unpaid Bv Seller Adjustments For Items Unpaid By Seifer
210. CilvlTown Taxes to 510. CilvfTown Taxes to
211. County Taxes 10 511, CountvTaxes to
212. School Taxes to 512. School Taxes to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. ! 519.
220. TOTAL PAID BYIFOR BORROWER 69,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 26.455.00
300. CASH AT SETILEMENT FROMfTO BORROWER: 600. CASH AT SETTLEMENT TOIfROM SELLER:
301. Gross Amount Due From Borrower (Line 12m 159,785.04 601. Gross Amount Due To Seller Line 420 156,093.29
302. Less Amount Paid BylFor Borrower (Line 220) ( 69.000.00) 602. Less Reductions Due Seller (Line 520) ( 26,45500
303. CASH ( X FROM) ( TO) BORROWER 90,785.04 603. CASH ( X TO)( FROM) SELLER 129.638.29
The undersigned hereby aCknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred 10 herein.
Borrower
fu.t-....c..., --7,
PATRICIA M. GRIM
-o/.~
Seller
ESTATE OF RALPH S. NEIMAN
BY y~~ ;; . /nti.-v. G, ~~~
f1W~e ~ .~~~ ~.~~~
e..:r'''' ~;~ ki!~
" .) ~
n,y'='''-
lOO. TO"!. COMMISSION Based on Price L. SETTLEMENT CHARGES
$ 1!i5,OOO.00 @ 5.0000 % 7,750.00 PAID fROM PAID FROM
Division of Commission (line 700) as Follows: BORROWER'S SELLER'S
701. $ 7,750.00 to THE HOMESTEAD GROUP FUNDS AT FUNDS AT
702. $ to SETTLEMENT SETTLEMENT
703. Commission Paid at Settlement 7,750.00
704. 10
aOO.ITEMS PAYABLE IN CONNECTION WITH LOAN
801. loan Oriaination Fee 1.0000 % to THE NEW TRIPOLI NATIONAL BANK 650.00
802. Loan Discount % to
803. Appraisal Fee to
804. Credit Report to
805. Flood Certification Fee 10 THE NEW TRIPOLI NATIONAL BANK 17.00
806. Mortaaae Ins. Aoo. Fee to
807. Assumption Fee to
808.
B09.
810.
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 11/15/01 to 12/01101 @ $ Iday ( 16 days '!o)
902. MOrlgaae Insurance Premium for months to
903. Hazard Insurance Premium for 1.0 vears to
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance months $ per monlh
1002. Mortoaoe Insurance months $ per monlh
1003. Cityff own Taxes months $ per monlh
1004. CountvTaxes months $ per month
1005. School Taxes monlhs @ $ per month
1006. months (cl) $ per month
1007. months @ $ per month
100B. months ...@.J per month
1100. TITLE CHARGES
1101. Settlement or Closina Fee 10
1102. Abstract or Tille Search 10
1103. Tille Examinalion to
1104. Title Insurance Binder to
1105. Document Preoaration to
1106. Notarv Fees to
1107. Attorney's Fees to
(includes above item numbers:
1108. Title Insurance to MIDSTATE ABSTRACT 1103.75
(includes above item numbers.1102, 1103 & 1104 )
1109. lender's Coverage $ 65,000.00
1110. Owners Coverage $ 155,000.00
1111. Endorsemenls 100, 300, 8.1 to Midstate Abstract Company 150.00
1112. Notary Fee to Cash 10.00
1113. Nolary Fee to Cash 5.00
1114.
1115.
1116.
1117.
1118. EXPRESS COURIER FEES to Midstate Abstract Company LOAN DOCS. 15.00
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 25.50;Mortgage $ 35.50; Releases $ 61.00
1202. Citv/Counlv Tax/Stamos: Deed 1,550.00' Mortaage 1,550.00
1203. State Tax/Stamps: Revenue Stamos 1,550.00; Mortoage 1,550.00
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survev to
1302. Pest Inspection to POCb
1303. TRANSACTION FEE to THE HOMESTEAD GROUP 100.00
1304. ESCROW-UNPAID INHERITANCE TAX to REAGEH & ADLER, PC 17,050.00
1305. PREP OF NOTE, MORTGAGE&COURIEI to DONALD S. YOUNG, ATTORNEY AT LAW 135.00
1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section)(} _ .--r-7 .A 3,691.75 26,455.00
By signIng paga 1 0' thl, "atement. 'ha slg<,a<<"'a, acknowladge "",alpt of a ,omple'ed "'PY 0' paga 2 of Ihl, two paga ~tM
Ml'<istate Abstract ~om an
Cerlified to be a Irue copy.
p y
Settlement Agent
L
(GRIM/GRIM/g)
LAST \HLL AND TESTAMENT
I, RALPH S. NEI~~N, Widower, of the Township of Dover,
County of York, Pennsylvania, being of sound and disposing mind,
memory and understanding, do hereby make and declare this as
and for my last ('Jill and Testament, hereby revoking and making
null and void any and all former Wills and/or Codicils hereto-
fore made by me, if any.
I. I hereby direct my hereinafter named Executor to pay
all of my just debts and funeral expenses as soon as may be
convenient after my demise.
II. All the rest, residue and remainder of my estate,
whether the same be real, personal and/or mixed, of whatsoever
kind and wheresoever situate, I give, devise and bequeath unto
the York Bank and Trust Company, IN TRUST, NEVERTHELESS, for
the following purposes and upon the following conditions:
A. That should I at the time of my death have re-
maining my residence at 1070 East Canal Road, or a succeeding
residence titled in my name, I then direct that such residence,
including the lot of ground as well as the improvements and
furnishings contained in and upon the said premises be retained
by my Trustee as part of the Trust corpus for the term of the
Trust or so lony as my daughter, Jill A. Neiman, may desire to
use the same as her principal residence and, further, my said
Trustee shall invest and reinvest the balance of the monies
forming the corpus of this Trust and therefrom pay first the
taxes, maintenanccc, and repair as may be required during the
term of this Tr\;st and the balance of said monies, being the
income not so ar,plied shall be paid over unto my daughter, Jill
A. Neiman, at such times as may be convenient and agreed upon
EOWARD H. H. GAABiliR
....TTO..N..y AT LAW
WITNESSES:
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VORt<. PA,
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by my Trustee and my daughter.
B. Upon my daughter, Jill A. Neiman, attaining her
twenty-fifth (25th) birthday anniversary, I hereby direct my
said Trustee to divide the then principal and any accrued but
unpaid interest into three (3) equal shares to be divided
equally among my children, Ralphine Rae Gentzler, Tarrell J.
Neiman, and Jill A. Neiman, in equal shares, share and share
alike, absolutely.
Should any of my said named children pre-
decease the date when they would be entitled to distribution as
herein set forth leaving issue of their body then such issue
shall take in equal shares the share of such deceased child.
Should, however, any of my said children predecease the date of
distribution leaving no issue then such share shall be distrib-
uted between my surviving children in equal shares, share and
share alike, absolutely and upon such happening this Trust
shall terminate, absolutely.
c. Should my daughter, Jill A. Neiman, be desirous
of a formal education beyond the high school level and she has
the ability to pursue such an education or continue such
education, I then direct my Trustee to provide such sums of
money as are necessary for tuition and room and board as re-
quired from the principal of the Trust and to pay the same to
the university, college, or trade school as she may have
matriculated in at such time. The continuance of such formal
education shall be, however, subject to my daughter receiving
satisfactory grades while so attending such university, college
or trade school and the judge of this matter shall be the
Trustee herein appointed.
Subject further that such education
shall be limited to a four-year college term or its equivalent
EOW....AD H. H_ GARBER
for my said daughter.
....TTO'...... y AT LAW
YCRt<. P....
WITNESSES:
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EDWARD H. H. GARS.R
YORfo<. ~....
D. I further direct my Trustee that should the
beneficiary under this Trust be in need of funds in addition
to the income to which she is entitled during the term of this
Trust by reason of illness, accident or other emergency to
provide such monies from the principal of the Trust irrespective
of the division of shares of the principal as set forth above
as in its sole discretion are necessary to alleviate such a
situation or condition.
E. The Trustee shall have the following rights and
powers in connection with the administration of the Trust if
not inconsistent and conflicting with the specific powers and
directions contained in the paragraphs preceding.
1. To invest and from time to time to reinvest
any cash principal received or held by the Trustee in such
securities and/or investments as may qualify under the pro-
visions of the Fiduciaries Investment Section of the Probate,
Estates and Fiduciaries Act of 1972, as amended, as well as to
hold as a portion of the Trust Estate any securities transferred
to the Trustee by the Executor of the Estate of the Testator.
2. To sell at public or private sale, upon
such terms as the Trustee may consider advisable, any stocks,
bonds or securities held in Trust.
3. To make, execute and deliver to the pur-
chasers of any assets of this Trust good and sufficient Deeds
of conveyance, assignment, transfer or other instruments of
writing which shall be necessary or convenient for transferring
the title and ownership thereof.
4, To make distribution in kind or in cash or
partly in kind and partly in cash at the sole determination of
the Trustee as to the advisability of such distribution.
WITNESSES: _
/:',-("; , /
,_,(~,:~.tt--(\'{ ,f.,
~..,.. .,,'. '\("...1'" 1/ 'i ,\ ~(. j,
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.
IV. I nominate, constitute and appoint my daughter,
Ralphine Rae Gentzler, and my son, Tarrell J. Neiman, as Co-
Executors of this my last Will and Testament and my Estate.
V. I n08inate, constitute and appoint the York Bank and
Trust Company as the Trustee of the Trust herein created.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this
t Itt day of
",_ J
J \....,(::("~-~ -1. .,,) \. """
, A.D., 1977.
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(SEAL)
Signed, sealed, published and declared by the above
named RALPH S. NEIMAN, as and for his last will and Testament,
in the presence of us, who have hereunto subscribed our names
at his request as witnesses thereto, in the presence of the
said Testator, and of each
other. ./~/, /
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EOw......o H. I-L GAPSE.R
.a.TTOI'It,....V AT LAW
.0 .OUT.... aUK& IITl'lEE'T
YOI=-I<, PAt..
/?-ID2--?
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
'COUNTY
ACN
11-1l-2002
NEIMAN
09-25-2001
21 01-0923
CUMBERLAND
101
JOHN M GARBER ESQ
GARBER & GARBER
40 S DUKE ST
YORK PA 17401
*'
REV-1547 EX AFP (01-021
RALPH
S
Allount Rellitted
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
155,000.00
10,415.00
.00
.00
82,543.07
.00
.00
(8)
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 ~
rfEv=i5'4j-EX--AFP--foY:02Y-NoricE--oF-YNHEififANCE-rAx-'A-PPR'A-isEi'-ENT~--ALi-oWANCE-cfR------------ - - ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NEIMAN RALPH S FILE NO. 21 01-0923 ACN 101 DATE 11-1l-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(9)
(10)
31. 262.83
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
247,958.07
(11)
(12)
(13)
(14)
35.949 34
212,008.73
.00
212,008.73
4.686.51
NOTE: IT an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reTlect Tigures that include the total oT 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
212,008.73 X 045 = 9,540.39
.00 X 12 = .00
.00 X 15 = .00
(19)= 9,540.39
l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-30-2001 CDOO0591 463.16 8,800.00
09-26-2002 CDOO1656 .00 277 . 23
09-26-2002 CDOO1657 4.10- 4.10
TOTAL TAX CREDIT 9,540.39
BALANCE OF TAX DUE .00
INTEREST AND PEN. .13
TOTAL DUE .13
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT:
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
REFUND (CR):
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS:
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY:
The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 20% .000548 1992 9% .000247
1983 16% .000438 1993-1994 77. .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 77. .000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% .000247
1988-1991 11% .000301 2002 6% .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
(;j I
l/oK-
.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Ralph S. Neiman
Date of Death: September 25, 2001
Will No.: 21-01-0923
Administration 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 Number 1. is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes: No: 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. 1
I
,
Date: September 19, 2003
.....;
,oj
John
GAR ER & GARBER
40 South Duke Street
York, Pennsylvania 17401-1441
Telephone (717) 848-2385
Counsel for the Personal Representatives
I
w
09/19/03 15:24 B :01/01 NO:053
(y/
'.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Ralph S. Neiman
Date of Death: September 25, 200]
Will No.: 21-01-0923
Administration 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 ahnve.captioned estate:
1. State whether administration of the estate is complete:
Yes: X No:
2. If the answer is Nl'), state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to Number 1. is Yes, state the following:
a. Did the pt:rsonal representative file a final account with the Court?
Yes: No: X
h. 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 infnnllul
accounts may be filed with the Clerk nfthe Orphans' Cuurt and may he
attached to this report.
Date: September 19, 2003
John
GAR JR & GARBER
40 So th Duke Slreet
York. Pennsylvania 17401-1441
Telephone (717) 848-2385
Counsel for the Personal Representatives