HomeMy WebLinkAbout01-0947
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Ruth Kathryn Strack
also known as
21-01-947
No.
, Deceased
Social Security No. 188-12-4238
Robert Paul Ziegler
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 or
the Decedent, dated 08/18/2000 and codici~s) dated None
named in the 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:
N/A
D B. Grant of letters of Administration
(c.t.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:
r
Name
Relationship
Residence
I
(COMPLETE IN All CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumber land
County, Pennsylvania with his/her last family
orprincipalresidenceat 4905 East Trindle Road, Hampden Township, Mechanicsburg, PA 17050
(list street, number, and municipality)
Decedent,then~yearsofage,died 09/21/2001 at East Pennsboro Twp., Cumberland Co., PA
(location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property
(If not domiciled in PAl Personal property in Pennsylvania
(If not domiciled in PAl Personal property in County
Value of real estate in Pennsylvania
250,000.00
$
$
$
$
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codici~s) presented with this Petition and the grant of
letters in the a riate form to the undersi ned:
Si nature
~~
Mechanicsbur , PA 17050
T ed or
Robert Paul Ziegler
5246 Strathmore Drive,
rinted name and residence
Prepared by the Pennsylvania Bar Association
Copyright (e) 1996 form software only CPSystems,lnc.
Form RW-l (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 estate according to law.
Sworn to or affirmed and subscribed
~~~
Robert Paul Ziegler
before me this ---1.L day of
OCTOBER
~-
, 2001
V. ~
..i' J ''';.z.u.hlC/Jc .LU~4
orthe ReglsteJ t/
No. 21-01-947
Estate of Ruth Kathryn Strack Deceased
Social Security No: 188-12-4238 Date of Death: 09/21/2001
AND NOW,
OCTOBER 15
, 2001 ,in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [!l Testamentary D Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
Robert Paul Ziegler
in the above estate and that the instrument(s) dated
08/18/2000
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Short Certificate(s).
$
12.00
~li. r2.?fZ ,- ).41'~
h,/ ' ..' .//./h"j(.bL/ '..-/ A1/jR'
/ / .' Register of Wills
Letters. . . . . . .
$
270.00
Renunciation.
$
Attorney:
James D. Bogar, Esquire
Affidavits (
$
1.0. No:
PA 19475
Extra Pages (
) .
$
15.00
Address:
One West Main Street
Codicil. .
$
Shiremanstown, PA
17011
JCP Fee.
$
5.00
Telephone:
717/737-8761
Inventory.
$
Other . .
$
TOTAL.
$
302.00
Prepared by the Pennsylvania Bar Association Copyright (e) 1996 form software only CPSystems,lnc.
Form RW-1 (1991)
004175-00001l06.09.OQ!EGM/KI"T1135378.1
, f
21-01-947
11lnst mill nub ID.estnm.eut
OF
RUTH KATHRYN STRACK
I, RUTH KATHRYN STRACK, of the Borough of Camp Hill, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby revoking and making void
any and all Wills or Codicils at any time heretofore made by me.
ARTICLE I
DEBTS
I direct the payment of all my legal debts, and the expenses of my last illness and funeral
from my Estate as soon after my death as conveniently may be done.
ARTICLE II
TANGIBLE PERSONAL PROPERTY
I give and bequeath my motor vehicle(s), household and personal effects and other tangible
personalty of like nature (not including cash or securities), together with any existing insurance
thereon, unto my nephew, ROBERT PAUL ZIEGLER, with the suggestion that he divide and
distribute among the other beneficiaries of my Will such items of my tangible personal property as
he, in his sole and absolute discretion, deems appropriate. In the event that my nephew, ROBERT
PAUL ZIEGLER, predeceases me, I direct that the tangible personalty described in this Article II
shall be disposed of in accordance with Article III hereafter.
004175-??oo1/06.09 .OO/EGM/Kl~ T/135378
" .'
.
ARTICLE III
REST, RESIDUE AND REMAINDER - SPECIFIC BEQUESTS
I give, devise and bequeath all the rest, residue, and remainder of my Estate, of whatsoever
nature and wheresoever situate as follows:
A. I give, devise and bequeath twenty five (25%) percent thereof unto my nephew,
ROBERT PAUL ZIEGLER, or his then-living issue, per stirpes, should he predecease me;
B. I give, devise and bequeath seventy five (75%) percent thereof in equal shares unto
those ofthe following who survive me:
My niece, MARILYN JEAN STOUFFER, Marietta, Georgia;
My niece, JUDY LOU LEV ANDA, Virginia Beach, Virginia;
My niece, LESLIE MELISSA BARKLEY, King of Prussia, Pennsylvania;
My nephew, DAVID HENRY STRACK, Birmingham, Alabama; and
My sister-in-law, ELEANOR C. STRACK, Camp Hill, Pennsylvania;
ARTICLE IV
POWERS OF PERSONAL REPRESENTATIVE
My Personal Representative(s) shall have the following powers in addition to those vested
in them by law and by other provisions of my Will applicable to all property, whether principal or
income, including property held for minors, exercisable without court approval and effective until
actual distribution of all property:
A. To make distribution in cash or in kind, or partly in cash and partly in kind, and in
such manner as they may determine.
2
004175-OOOO1/06.09.00(EGM/K~ TI135378
..
B. To retain any or all of the assets of my estate, real or personal, without restriction to
investments authorized for Pennsylvania fiduciaries, as they deem proper, without
regard to any principle of diversification or risk.
C. To invest in all forms of property without restriction to investments authorized for
Pennsylvania fiduciaries, as they deem proper, without regard to any principle of
diversification or risk.
D. To sell at public or private sale, to exchange, or to lease for any period of time any
real or personal property and to give options for sales, exchanges or leases, for such
prices and upon such terms or conditions as they deem proper.
E. To allocate receipts and expenses to principal or income or partly to each as they
from time to time think proper.
F. To compromise any claim or controversy.
G. To make such elections, decisions, concessions and settlements in connection with
all income, estate, inheritance, gift, generation skipping or other tax refunds and the
payment of such taxes without obligation to adjust the distributed share of any
person thereby affected.
ARTICLE V
APPOINTMENT OF PERSONAL REPRESENTATIVE
I name, constitute and appoint my nephew, ROBERT PAUL ZIEGLER, Executor of this
my Last Will and Testament. Should my nephew, ROBERT PAUL ZIEGLER, fail to qualify or
3
004175-00001/06.09 .OQfEGM/K~ T /135378
cease to so act, I name, constitute and appoint my niece, JUDY LOU LEV ANDA, alternate
Executrix to complete the administration of my Estate. I direct that no fiduciary appointed herein
shall be required to post bond for the faithful administration of her duties required in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will
and Testament, this /~ day of ~ ' 2000.
'~{d, d;a~J~ I)SEAL)
Rtf HKAT RYNS CK. I>'"
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last
Will and Testament, in the presence of us, who at her request, in her presence and in the presence of
each other, have hereunto subscribed our names as witnesses.
~~~
~d C;:~.J
4
004175-00001/06.09.OQ{EGM/~LT/135378
.'
AFFIDAVIT AND ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
We, RUTH KATHRYN STRACK, VY\~~~and
K ~ ~.~ ~ , the Testatrix and the witnesses, respective y, whose names are
signed to the attached or foregoing instrument, being fIrst duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed the instrument as her Last Will and
that she had signed willingly and that she executed it as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix,
signed the Will as witness and that to the best of his/her knowledge the Testatrix was at that time
eighteen years of age or older, of sound mind and under no constraint or undue influence.
Subscribed, sworn to and acknowledged before me by RUTH KATHRYN STRACK,
Testatrix, and subscribed and sworn to before me by~,"",,~.... Q ~. ~~and
\<~ ~:-<.~ ,witnesses,this l"~ayof ~. ,2000.
~Plr-
Edmund G. Myers
Pennsylvania Attorney J.D. #20558
5
004175-00001l06.09.00I.EGM/K,L TI135378
"
"
ATTORNEY CERTIFICATION
COMMONWEAL TH OF PENNSYL VANIA
COUNTYOF ~~
ss:
On this, the 1 "" '~ day of ~ ' 2000, before me, the
undersigned officer, personally appeared EDMUND . YERS, I.D. #20588, known to me (or
satisfactorily proven) to be a member of the bar of the highest court of Pennsylvania and certified
that he was personally present when the foregoing acknowledgment and affidavit were signed by
the Testatrix and witnesses.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~~
Notary Public
NOTARIAL SEAL
DIANNE LENIG, Notary Public ,
Lemoyne Borough Cumberland Co. i
My Commission Expires Dec. 21, 2001 '
6
-
.s--
CERTIFICATION OF NOTICE UNDER RULE 5.6 (al
Name of Decedent: Ruth Kathryn Strack
Date of Death: September 21, 2001
Will No. 21-01-0947
Admin. No.
To the Register:
I certify that notice of estate administration required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
October 23, 2001:
Name
Address
Robert Paul Ziegler
Judy Lou Levanda
5246 Strathmore Drive
Mechanicsburg, PA 17050
1745 Shady Hill Road
Marietta, GA 30068
1129 Sherry Avenue
Virginia Beach, VA 23464
705 Flint Hill Road
King of Prussia, PA 19406
2961 Brook Highland Drive
Birmingham, AL 35242
102 North 31st Street
Camp Hill, PA 17011
Marilyn Jean Stouffer
Leslie Melissa Barkley
David Henry Strack
Eleanor C. Strack
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except:
None
Date: October 23, 2001
Ja es D. Esquire
One West Mai treet
Shiremanstown, PA 17011
(717) 737-8761
Capacity: Personal Representative
X Counsel for Personal
Representative
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JAMES D. BOGAR
ATTORNEY AT LAW
ONE WEST MAIN STREET
SHIREMANSTOWN, PENNSYLVANIA 17011
e-mail bogarlaw@ezonline.com
TELEPHONE
(717) 737-8761
FACSIMILE
(717) 737-2086
December 14, 2001
Certified Mail 7000 1530 0001 0192 1923/
Return Receipt Reauested
Mary C. Lewis
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: The Estate of Ruth Kathryn Strack
No. 21-01-0947
Date of Death: September 21, 2001
Dear Mrs. Lewis:
I represent the Estate of Ruth Kathryn Strack. Enclosed is
a check made payable to the Register of Wills in the amount of
$23,370.00, same constituting a prepayment at discount on account
of Pennsylvania inheritance taxes in the above-captioned estate.
The prepayment is determined as follows: $164,000.00 multiplied
by 15% or $24,600.00, less discount in the amount of 5% or
$1,230.00, resulting in payment of $23,370.00. Please provide me
with the appropriate receipt in this matter.
Your time and consideration in this matter is greatly
appreciated.
~y tr~y yours,
I ~i
I U I..
I
"". J ES D. BO~
JDBjjeb
Enclosure
cc: Robert Paul Ziegler
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
BOGAR JAMES 0
1 W MAIN STREET
SHIREMANSTOWN, PA 17011
-------- fold
ESTATE INFORMATION: SSN: 188-12-4238
FILE NUMBER: 21-2001- 0947
DECEDENT NAME: STRACK RUTH KATHRYN
DA TE OF PAYMENT: 12/17/2001
POSTMARK DATE: 12/14/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 09/21/2001
NO. CD 000646
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $23,370.00
I
I
I
I
I
I
I
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TOTAL AMOUNT PAID:
$23,370.00
REMARKS:
CHECK# 07
SEAL
INITIALS: PB
RECEIVED BY:
REGISTER OF WILLS
MARY C. lEWIS
REGISTER OF WillS
~
Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Estate of Ruth Kathryn Strack
No. 21-01-0947
Date of Death 09/21/2001
also known as
,Deceased Social Security No. 188-12-4238
Robert Paul Ziegler,
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 fINe verify that the statements made in this Inventory are true and correct. IflNe understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney:
James D. Bogar Esquire
Personal Representative
S~n"""~ ~
Robert Paul 1i er
I.D. No.:
19475
Signature:
Address:
One West Main Street
Address:
5246 Strathmore Dr.
Shiremanstown, PA 17011
Mechanicsburg, PA 17050
Telephone: 717/737-8761
Telephone: 717/761-0313
Dated:
06/05/02
Description
"'." "'....
~.alue
(See continuation page(s) attached)
.;
C'
(Attach additional sheets if necessary)
Total:
192,198.95
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 extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
....
Form ilRW-7 (1992)
Estate of:
Date of Death:
County:
INVENTORY
Ruth Kathryn Strack
09/21/2001
Cumberland
CASH:
Allfirst Financial Inc. -
Checking Account No.
0082361398, date of death
balance $33,744.44, accrued
interest $12.02
33,756.46
Al1first Financial Inc. - IRA
Account No. 87000128149005,
date of death balance
$521.47, accrued interest
$43.42
564.89
Al1first Financial Inc. - IRA
Account No. 87000128149007,
date of death balance
$2,655.78, accrued interest
$67.91
2,723.69
Allfirst Financial Inc. - IRA
Account No. 87000128149008,
date of death balance
$2,412.71, accrued interest
$25.25
2,437.96
Al1first Financial Inc. - IRA
Account No. 87000128149018,
date of death balance
$3,830.66, accrued interest
$112.34
3,943.00
Allfirst Financial Inc. - IRA
Account No. 87000128149019,
date of death balance
$4,686.71, accrued interest
$47.06
4,733.77
-1-
Allfirst Financial Inc. -
Certificate Account No.
87008100527156, date of
death balance $2,855.26,
accrued interest $44.03
2,899.29
Allfirst Financial Inc. -
Certificate Account No.
87008140175447, date of
death balance $5,770.31,
accrued interest $7.50
5,777.81
Allfirst Financial Inc. -
Certificate Account No.
87008140393274, date of
death balance $1,291.03,
accrued interest $4.54
1,295.57
Allfirst Financial Inc. - IRA
Distribution (check dated
05/l0/0l-prior to date of
death)
175.96
Allfirst Financial Inc. - IRA
Distribution (check dated
10/10/01-subsequent to date
of death)
175.95
Allfirst Financial Inc. - IRA
Distribution (check dated
11/10/01-subsequent to date
of death)
175.96
AT&T - Proceeds from sale of
fractional share (.477) of
AT&T Wireless common stock @
16.4428 (check dated
07/09/0l-prior to date of
death)
7.84
-2-
Bankers Life and Casualty
Company - Annuity Policy No.
7686705, issued 7/14/1999.
Beneficiary: Marian Ziegler,
sister of Ruth Kathryn
Strack, predeceased
decedent, resulting in
proceeds being payable to
Estate of Ruth Kathryn
Strack.
10,039.98
Bankers Life and Casualty
Company - Premium refund
152.70
Country Meadows - Refund
1,286.19
Country Meadows - Refund
43.86
PA Treasury Department -
Payment received (automatic
payment to Allfirst Checking
Account)
590.15
Prudential Securities Inc. -
Interest $51.25; Dividend
$10.31 (check dated
08/01/01-prior to date of
death)
61.56
PSECU - Regular Shares (Sl)
Account, date of death
balance $5,422.25, accrued
dividend $8.08
5,430.33
PSECU - Share 5036 Month
Certificate, date of death
balance $7,692.61, accrued
dividend $22.21
7,714.82
PSECU - Share 51 24 Month
Certificate, date of death
balance $2,744.07, accrued
dividend $8.07
2,752.14
VISA - Travelers Cheques
100.00
-3-
Waypoint Bank - Certificate
Account No. 3165304124, date
of death balance $1,469.37,
accrued interest $21.13
1,490.50
PERSONAL PROPERTY:
1992 Pontiac Grand Prix, VIN
1G2WJ54TONF257337 - sale
proceeds received
900.00
Antique Dishes - sold at
private sale
50.00
Coins and Ladies Pin
(contained in safe deposit
box) - as per appraisal
327.58
Contents of home and personal
property sold at public sale
577.00
STOCKS/LISTED:
AARP Investment Program -
Account No. 00210400529,
Growth and Income Fund
2,268.82
AARP Investment Program -
Account No. 00210400529,
Capital Growth Fund
4,705.29
15 AT&T - Capital Stock,
Certificate Nos. C611346 (10
shares) and C7858l6 (5
shares)
249.00
148.343 AT&T - Common stock, Account
No. 39155-4792
2,462.49
-4-
88,330.38
1,854.58
590.4891 shares Be11South Corporation -
Common stock (held by Mellon
Investor Services)
Lord, Abbett & Co. - Account
No. 00082247396, Affiliated
Fund Class A
125.6358 shares Lucent Technologies -
Common stock, Account No.
0018743500
181.724 shares PPL Corporation -
Account No. 3081487000,
Common Stock in Dividend
Reinvestment Plan
Prudential Securities Inc. -
Account No. AAA-311210-0l7,
date of death value
Scudder Investments - Account
No. 09972122364, Fund:
Growth and Income-Class S
BONDS:
u.S. Series EE Bonds - $1,000
denomination, 4 ea. issued
09/1991, date of death value
per bond $903.20
u.S. Series EE Bonds - $200
denomination, 73 ea.
23,737.66
25,793.73
668.38
6,723.79
5,640.96
1,260.75
3,612.80
24,890.32
TOTAL RECEIPTS OF PRINCIPAL... ....... .....
-5-
73,510.87
28,503.12
192,198.95
I.
OFFICIAL USE ONLY
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Strack Ruth Kathr
DATE OF DEATH (MM-DD-YEAR)
SOCIAL SECURITY NUMBER
188-12-4238
THIS RETURN MUST BE ALEO IN OUPUCATE WITH THE
21-01-0947
COUNTY CODE
YEAR
NUMBER
DATE OF BIRTH (MM-DO- YEAR)
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
3. date of death
. Remamder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
1. Original Return
4. limited Estate
X 6. Decedent Died Testate
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12- 12-82)
7. Decedent Maintained a Living Trust 1
(Attach copy of Will) (Attach copy of Trust)
o 9. litigation Proceeds Received 010. Spousal Poverty Credit 0 11. Electlonto tax under Sec. 9113(A)
(date of death between 12-31-91 and 1-1-95) (Attach Sch O)
..THIS.;SECj'(ON.MQSj'aE:'~()MP~~EI)~''''I.1...C()aaESl?:()NDEfACE'&teONj::I[)ENT:II>.L;,,.AX.iNJ=()RMI>.,.iQN:$H()U~P:iji:'ojaEcT:i:PT()l';
NAME COMPLETE MAILING ADDRESS
One West Main Street
Shiremanstown, PA 17011
TELEPHONE NUMBER
R
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3 -8 6
1. Real Estate (Schedule A) (1) N6~
2. Stocks and Bonds (Schedule B) (2) 102,013.99
3. Closely Held Corporation, Partnership or (3) None
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 90,184.96
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) None
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7) (8)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 24,990.82
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 6,816.28
11. Total Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (Line 8 minus Line 11) (12)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
160,391. 85
c: OFFICIAL USE ONLY
',"'..-'
c'"
192,198.95
31, 807 .10
160,391.85
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. X m.~~~qk:~~R~jlftxPtJ,:AR~.R~qQ
;n~,:)-).:).:-:.:-)-:::.~nmtr:]j :i:t}~:D:;.:.:,i,~r~:-t::ije~::$tJtie.:.:t(j:.:.IH.$~R
x .0 0 (15) 0.00
0.00 X .0 45 (16) 0.00
X .12 (17) 0.00
160,391.85 X .15 (18) 24,058.78
(19) 24,058.78
';~~f,~~P:Q~:A'{:Q~ReAYMI;JIIT..:'
.lbN~t:()NRr;VEBSE$I[)EI>.NP't()'Rr;~Hr;eKiMAj;.i,'~.~g
.,.,.-,.,.......,.;"'-.,.-..,.;..,.,',.'-,.,'
"........,.,-'.'.,.,.,.-.,..-.,.,.,..,.,...,.,.
-,.-...,'-',.,.;."..",.-.,.-.-..,..,.,.,.,....,'.'..-
...,..,...,........,.'-.-.,.,.-.,.,.,.,.,.,.,.,.,.,.,
.-..,.,.,.,',..".',;...,..,.-.,.,.,.,..,..,.,.,.,....
. '-',' ",' ':", ":~-:'::" '-" .....,..
Copyright Ic) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
4905 East Trind1e Road
CITY I STATE I ZIP
Mechanicsburg PA 17050
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
24,058.78
23,370.00
1,202.94
Total Credits ( A + B + C) (2)
24,572.94
TotallnterestlPenalty ( 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 + SA. This is the BALANCE DUE. (5B)
Make Check Payah.le~o:... . REGI~T~~~~,~I~LS, AGENT
;;::;;;;j~:t:~~~~i~~~~;i~~;;f~;g::~6(tgwi~~...~O.~~fi6.~~;;:~~r~t~8.1;~~;;~N :,~~:"i~i'~~igi~~@j~i~@~;I~~~II~~~i~l~i~::::::
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? .....................................
4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property
which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
3. InterestlPenalty if applicable
D. Interest
E. Penalty
0.00
514.16
0.00
0.00
0.00
I,
I
o
o
o
~
~
~
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 pre parer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
THAN REPRESENTATIVE
Robert Paul Ziegler
5246 Strathmore Dr.
-----------------------------------------------------
Mechanicsbur , PA 17050
James D. Bogar Esquire
One West Main Street
-----------------------------------------------------
Shiremanstown PA 17011
DATE
06/05/02
DATE
06/05/02
For dates of death on or a e July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (iil]. 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 orfor 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.48S EX+ 11.921
!~
SAFE DEPOSIT BOX
INVENTORY
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128.0001 Please Print or Type
MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS
COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER
21 01-0947 188-12-4238
, DECEDENT'S NAME (LAST, FIRST, MIDDLE) DATE OF DEATH
STRACK, RUTH KATHRYN 9/21/01
. ADDRESS OF DECEDENT (STREET)
4905 FAST TRINDLE ROAD
(CITY)
MECHANICSBURG
(STATE) (ZIP CODE)
PA 17050
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
(NAME)
ATIDRNEY JAMES D. BOGAR
(STREET ADDRESS)
1 WEST MAIN STREET
(CITY)
SHlREMANSTOWN
(STATE) (ZIP CODE)
PA 17011
NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING
a. (NAME) (RELATIONSHIP)
Robert Paul Ziegler Nephew
(STREET ADDRESS) (CITY)
5246 Strathmore Drive Mechanicsburg
b, (NAME) (RELATIONSHIP)
James D. Bogar None
(STATE)
PA
(ZIP CODE)
17050
(STREET ADDRESS)
1 West Main Street
(CITY)
Shirerranstown
(RELATIONSHIP)
(STATE)
PA
(ZIP CODE)
17011
c. (NAME)
(STREET ADDRESS)
(CITY)
(STATE)
(ZIP CODE)
. NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
(NAME)
ALLFIRST BANK
(STREET ADDRESS)
3045 MARKET STREET
(CITY)
CAMP HILL
(STATE)
PA
(ZIP CODE)
17011
. NAME OF PERSON MAKING LAST ENTRY
~t-k K,~~tL.
DATE OF CONTRACTTO RENT BOX NUMBER OF BOX
~~ n j lq,S \. -'1 szt
NAME AND ADDR S OF PERSON(S) HAiliNG ACCESS TO BOX
a. (NAME)
DATE AND TIME OF LAST ENTRY
L, l \\ \0\ i ;~4-~
, TITLE UNDER WHICH BOX IS REGISTERED
~\.( -S~eU.L
\}u.tA l.l-,~'mrit.
(STREET ADDRESS)
b. (NAME)
f"\(.urTtU\. s- 'Z. r-eetA. III i\
(STREET ADDRESS) r
~.t\
LM.t4 1 i, <<x:o
(CITY)
(STATE)
(ZIP CODE) (CITY)
(STATE)
(ZIP CODE)
. NAME AND TITLE OF EMPLOYE TAKING THE INVENTORY
WAS A WILL IN THE BOX? DYES iilNO If yes, a. Date of will:
b. Name and address of personal representative, if named in the will
(NAME)
(STREET ADDRESS)
(CITY)
(STATE)
(ZIP CODE)
c. Name and address of attorney, if any
(NAME)
(STREET ADDRESS)
(CITY)
(STATE)
(ZIP CODE)
REV -1503 EX . (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
Ruth Kathryn Strack
SS{f 188-12-4238
09/21/2001
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
10
11
12
DESCRIPTION
AARP Investment Program - Account No. 00210400529,
Growth and Income Fund, date of death value as per
attached letter
2
AARP Investment Program - Account No. 00210400529,
Capital Growth Fund, date of death value as per
attached letter
3
15 AT&T, CUSIP {f001957109 - Capital Stock, Certificate
Nos. C611346 (10 shares) and C785816 (5 shares)
4
148.343 AT&T, CUSIP {f001957109 - Common stock, Account
No. 39155-4792
5
590.4891 shares BellSouth Corporation, CUSIP {f079860102
- Common stock (held by Mellon Investor Services)
6
Lord, Abbett & Co. - Account No. 00082247396,
Affiliated Fund Class A, date of death value as per
attached letter
7
125.6358 shares Lucent Technologies, CUSIP {f549463DRP -
Common stock, Account No. 0018743500
8
181.724 shares PPL Corporation, CUSIP {f69351T106 -
Account No. 3081487000, Common Stock in Dividend
Reinvestment Plan
9
Prudential Securities Inc. - Account No.
AAA-311210-017, date of death value as per attached
statement
Scudder Investments - Account No. 09972122364, Fund:
Growth and Income-Class S, date of death value as per
attached letter
U.S. Series EE Bonds - $1,000 denomination, 4 ea.
issued 09/1991, as per attached listing
U.S. Series EE Bonds - $200 denomination, 73 ea. as per
attached listing
UNIT VALUE
16.60
16.60
40.20
5.32
37.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems.lnc.
TOTAL (Also enter on line 2, Recapitulation)
21-01-0947
VALUE AT DATE
OF DEATH
2,268.82
4,705.29
249.00
2,462.49
23,737.66
25,793.73
668.38
6,723.79
5,640.96
1,260.75
3,612.80
24,890.32
102,013.99
Form REV-1503 EX (Rev. 1-97)
MRP Investment Program
~ i~scuDOERINvEsTMENTs
P.O. Box 219735
1-800-253-2277
Kansas City MO 64121-9735
aarp.scudder.com
October 18, 2001
James D Bogar
One West Main St
Shiremanstown P A 17011
Inquiry #:
Fund:
Account #:
20230612
Growth & Income-Class AARP
00210400529
Dear James Bogar:
Weare writing in response to your request for information regarding the value of the Ruth K Strack
account( s). The information given is for only for the date you requested, September 21, 2001:
Growth and Income Fund
NUMBER OF
SHARES
127.605
SHARE
PRICE
$17.780
ACCOUNT
BALANCE
$2,268.82
FUND NAME(S)
Capital Growth
127.480
$36.910
$4,705.29
To process your redemption or transfer we need the following information:
* A brief "Signature Guaranteed" letter indicating:
. that you wish to transfer or redeem the account
. the account number and funds you wish to transfer or redeem
. the "Signature Guaranteed" signature of the executor indicating capacity as executor
A Signature Guarantee will protect the account by assuring us that the person signing the
request is authorized to do so. Before you sign the letter, take it to a local bank, credit union, or
broker and ask them for a "Signature Guarantee." A representative will verify your identity,
witness your signature, stamp the letter, and sign his/her name and title. It is important to
remember that a "Signature Guarantee" is different from a Notary Public's stamp.
* A certified copy of the Appointment of Executor for the Estate of Ruth K Strack. To be properly
certified, the copy must bear an original seal or stamp by the court of the appropriate jurisdiction and
be dated within 60 days of your request.
The AARP Funds' underwriter is Scudder Investor Services, Inc.
* If you wish to redeem or transfer under an estate Tax Identification Number (TIN), the enclosed
Enrollment Form must be completed. The executer must sign this form. If you are transferring, please
elect the account services that you would like on the new account. A transfer may help you avoid
capital gains taxes at this time that may be incurred by redeeming the account.
Please send the documents requested, along with the enclosed return form, in the postage-paid
envelope provided or mail to:
AARP Investment Program from Scudder
P.O. Box 219735
Kansas City MO 64121-9735
If you have any questions, please call us toll free at 1-800-253-2277, Monday through Friday from
8:00 a.m. to 7:00 p.m., Eastern Time. We will be happy to assist you.
Sincerely,
Andy Ansell
Service Specialist I
Enclosure(s): Postage-paid envelope
AARP Return Form
Enrollment Form
- .
18'11 LORD, ABBETT & CO.
~,"[nVeSrmt'llt ;'v!anagemenr
p.o. Box 219336. Kansas City, MO 64121-9301
December 4, 2001
JAMES D BOGAR
1 WMAIN ST
SHIREMANSTOWN P A 17011-6327
REFERENCE NUMBER: 30158476
AFFILIATED FUND CLASS A
ACCOUNT NUMBER: 00082247396
RUTII K STRACK DCSD
Dear Mr Bogar:
Thank you for calling the Lord Abbett Shareholder Services Department. The information that
you have requested is listed below.
The date of death value as of September the 21 st of 2001 was $25,793.73 . We are unable to find
an establishment date for this account without pulling the transcripts, the fee for this would be
$80.00.
If you have any questions, please call our Shareowner Inquiry Department toll free at (800) 821-
5129, Monday through Friday between 7:30 a.m. and 5:00 p.m. Central Time.
Sincerely,
.
Scott Wallace
Mutual Fund Representative
Enc1osure(s): Information
516720
PPL Corporation
Two North Ninth Street
Allentown, PA 18101.1179
Tel. 610-774-5151
http://www.pplweb.com!
\ I I
\ , . I I
',\1.'/,"
~ .-.-. # ~
+ .. #~
ppl J:~::
Investor Services
Toll Free Number 800-345-3085
Date December 5, 2001
Re: Estate of Ruth Kathryn Strack
Type of Stock: PPL Corporation Common Stock
CUSIP: 69351T-10-6
Account Number:
3081487000
Social Security Number: 188-12-4238
Account Registration: Ruth Kathryn Strack
Date of Death:
September 21, 2001
Number of Shares Currently Held:
In Certificate Form
183.204
In Dividend Reinvestment Plan
183.204
TOTAL SHARES
Number of Shares Held as of Date of Death:
In Certificate Form
181. 724
In Dividend Reinvestment Plan
181.724
TOTAL SHARES
$37.00 Closing market price of Common Stock on New York Stock Exchange
on date of death or last business day prior to date of death.
Other Comments
Transfer instructions are also enclosed. Upon receipt of the required documents,
we will proceed with the sale of shares payable to the Estate.
The stock account was opened on May 17, 1978.
PPL Corporation
INVESTOR SERVICES
.. "_ 11
C -' , (.. '" J --
; '''t \_ ~ ^ : ': \, ,.I.-L,-oi\.V". "-.-
J Cynthia A. Buchman
Sr. Investor Services Representative
'Account Summary
Page 1 of 1
This representation of your account history is not the official record of your account. It is for informational purposes only
and has been prepared to assist you with your investment planning. Your Prudential Securities Client Statement is the
official record of your account. Therefore, if there are any discrepancies between this information and your Cient
Statement, your should rely on the Client Statement and call your local Branch Manager with any questions.
Account Summary
As of: 12/04/01
... Summary Detail
Name:
Contact:
New Account Summary
AA.A,.31121Q-017 Ms Ruth K Strack, a
[ t-i()~E!
717-737-1352 ~
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . .... :
.ili:..J.... .... . . . ..
~.'
GO
I Mail Merge
Address/Telephone
Mailing Address MS RUTH K STRACK
4905 E TRINDlE RD STE 49
MECHANICSBURG PA 17050-3643
Contacts
Il-io.rTl~ .
717-737-1352 ~
...............-..--...............-.-........ .
last Contact Date N/ A
Account Status
Performance thru October
Dollar Weighted
Time Weighted
Account Net Worth
Total Household Net Worth
Client's Stated Net Worth
-5.419
-5.608
6,038.60
6,038
75M -
99,999
75M -
99,999
UP TO 49,999
.00
Client's Stated Liquid Net Worth
Annual Income
Maximum Available for Withdrawal
Personal
Social Security Number
Birthdate(Age)
Spouse/Significant Other
Spouse's Birthdate(Age)
Option level
Investment Obj. Primary
Secondary
Risk Tolerance
Power of Attorney
DVP Information
188-12-4238
07/14/1921 ( 80)
o
INCOME
None
MD CONSERVATIVE
No POA
N/A
0.000
$7
$7
N/A
No
No
No
Yes
No
No
No
Other
Margin Rate
YTD Commission thru November
YTD Household Commission thru November
Comma nd Status
Cmd Payout Pay Date
Command Plus
Elite
Pru Advisor
Pru Online Enroll Status
Pru Online Billing Status
Pru Pay Enroll Status
Pru Trade Enroll Status
Pru Trade Discount Rate
http://branchserver. prusec. com/funcACCO UT /summary. asp
12/5/2001
'Account Summary Detail
Account Summary Detail
Name:
As of: 12/04/01 Contact:
.... Account Summary New Account Summary
Page 1 of 1
AAA-311210-017 Ms Ruth K Strack II
IH()rn~ ....!.1!=!~!.=1~?~~
IMail Merge
~ GO
Address Information
Legal Address
MS RUTH K STRACK
4905 E TRINDLE RD STE 49
MECHANICSBURG PA 17050-3643
Interested Party Information
Security XTOP No
Commodity XTOP No
Profile
Date Opened
Date of Last Change
Profile Status
Autosweep Money Fund
04/11/1997
10/20/2001
Full
PBMXX
Account Documents
EH ESSENTIALS AG
40 NEW ACCOUNT REC
05/07/1997
04/17/1997
Missing Account Documents
*** No Missing Documents ***
Account Status
Last Action Date (Cash)
Last Action Date (Margin)
Margin Interest Rate
Short Name
Discount Commission Rate
Auto Dividend Check
Margin Status
Broker Book Enrollment Date
Transfer Instruction
11/21/2001
N/A
N/A
STRACKRUK
N/A
Yes
No
04/11/1997
None
Other
Account Kind Security
Tax Status DOMESnC
Bulked From 044-0000287111-03610/19/2001
Bulked To
IBW9
70 CL T OPENING AGR
*** No Missing Documents ***
05/07/1997
05/07/1997
This representation of your account history is not the official record of your account. It is for informational purposes only
and has been prepared to assist you with your investment planning. Your Prudential Securities Client Statement is the
official record of your account. Therefore, if there are any discrepancies between this information and your Client
Statement, your should rely on the Client Statement and call your local Branch Manager with any questions.
http://branchserver. prusec. comlfuncACCO UT / details. asp
12/5/2001
'Realtime Positions
Page 1 of 1
Realtime Positions
As of: 12/05/01 3:00 PM
Name:
AAA-311'21Q-017 Ms Ruth K Strack a
Contact:
I Home 717-737~1352 .~
...
Qty
~etails Start of Day
Symbol/Description
IPSN
MPSN
New RT Positions It,AaH Merge ill.::iliI
Price Total Cost Market Gain/
Avera e Cost Value Loss
GO
Type
Info
Rating
Preferred Stocks
1 100 PPLPRC
PP&L CAPITAL TRUST 8.20% TRUST
ORIGINATED PFO SECS (TOPRS) CALLABLE
Q1 8.200 04/01/2027 OTD 04/08/97
CALLABLE 04/01/2002 AT 25.00
Equity Mutual Funds
1 164.352 PBQAX
A PRUDENTIAL EQUITY FUND:CtASS A
Closed End Mutual Funds
1 191 PPR
PILGRIM PRIME RATE TRUST FUND
25.800
$2,504.50 $2,580.00
25.04
$75.50
3.01%
14.000
$3,055.59 $2,300.92 ($754.66)
18.59
6.590
$1,992.89 $1,258.69 ($734.20) BUY
10.43
In instances where a gain{loss) has not been calculated for a particular taxlot due to incomplete information, summary
totals may not reflect a comprehensive view of your complete portfolio. Summaries where this may apply are marked with
an (*). If any cost basis information has been supplied by either you or your Financial Advisor, a box U]) appears.
This representation of your account history is not the official record of your account. It is for informational purposes only
and has been prepared to assist you with your investment planning. Your Prudential Securities Client Statement is the
official record of your account. Therefore, if there are any discrepancies between this information and your Client
Statement, your should rely on the Client Statement and call your local Branch Manager with any questions.
\00
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12/5/2001
SCUDDER
INVESTMENTS
P.O. Box 219669
Kansas City MO 64121-9669
1-800-728-3337
October 23, 2001
James D Bogar
1 W Main St
Shiremanstown PA 17011-6327
Inquiry #:
Fund:
Account #:
20232617
Growth and Income-Class S
09972122364
Dear James D. Bogar:
Thank you for your request regarding the account referenced above. Due to low balance, Ruth's
account was liquidated on September 26,2001. The check was sent to her home address. The
amount was $1318.21. The value for the account on September 21S\ 2001 was $1260.75, 17.77
price per share, and a total of 70.948 shares in the account.
To process your redemption we need the following information:
* A brief "Signature Guaranteed" letter indicating:
. that you wish to transfer or redeem the account
. the account number and funds you wish to transfer or redeem
. the "Signature Guaranteed" signature ofthe executor indicating capacity as
executor
A Signature Guarantee will protect the account by assuring us that the person signing
the request is authorized to do so. Before you sign the letter, take it to a local bank, credit
union, or broker and ask them for a "Signature Guarantee." A representative will verifY
your identity, witness your signature, stamp the letter, and sign hislher name and title. It
is important to remember that a "Signatnre Guarantee" is different from a Notary
Public's stamp.
* A certified copy of the Appointment of Executor for the Estate of Ruth Kathryn Strack. To be
properly certified, the copy must bear an original seal or stamp by the court of the appropriate
jurisdiction and be dated within 60 days of your request.
* If you wish to redeem or transfer under an estate Tax Identification Number (TIN), the
enclosed New Account Form must be completed. The executer must sign this form. If you are
transferring, please elect the account services that you would like on the new account. A transfer
may help you avoid capital gains taxes at this time that may be incurred by redeeming the
account.
A mttmber of ~ Zun"ch .5cuddn IntltStm/!nts
* An Inheritance Tax Waiver. You may need an original Inheritance Tax Waiver for the
shares held in Ruth Kathryn Strack's account on September 21,2001. Please call your local state
agency for the appropriate document.
Please send the documents requested, along with the enclosed return form, in the postage-paid
envelope provided or mail to:
Scudder Funds
P.O. Box 219669
Kansas City MO 64121-9669
If you have any questions, please call us toll free at 1-800-SCUDDER (1-800-728-3337),
Monday through Friday from 8:00 a.m. to 7:00 p.m., Eastern Time. We will be happy to assist
you.
Sincerely,
~R
Chris M. Greve
Service Specialist
Enc1osure(s): Postage-paid envelope
Mutual Fund New Account Form
Scudder Privacy Statement (dtd32701)
Scudder Return Form
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REV -1508 EX . (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Ruth Kathryn Strack SS# 188-12-4238 09/21/2001 21-01-0947
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
A1lfirst Financial Inc. - IRA Distribution (check dated
05/10/01-prior to date of death)
VALUE AT DATE
OF DEATH
175.96
2
AT&T - Proceeds from sale of fractional share (.477) of AT&T
Wireless common stock @ 16.4428 (check dated 07/09/01-prior to
date of death)
7.84
3
VISA - Travelers Cheques
100.00
4
Allfirst Financial Inc. - Checking Account No. 0082361398, date
of death balance $33,744.44, accrued interest $12.02
33,756.46
5
Allfirst Financial Inc. - Certificate Account No. 87008100527156,
date of death balance $2,855.26, accrued interest $44.03
2,899.29
6
Allfirst Financial Inc. - Certificate Account No. 87008140175447,
date of death balance $5,770.31, accrued interest $7.50
5,777.81
7
Allfirst Financial Inc. - Certificate Account No. 87008140393274,
date of death balance $1,291.03, accrued interest $4.54
1,295.57
8
Allfirst Financial Inc. - IRA Distribution (check dated
10/10/01-subsequent to date of death)
175.95
9
Allfirst Financial Inc. - IRA Distribution (check dated
ll/10/0l-subsequent to date of death)
175.96
10
Bankers Life and Casualty Company - Premium refund
152.70
11
Country Meadows - Refund
1,286.19
12
Country Meadows - Refund
43.86
13
PA Treasury Department - Payment received (automatic payment to
Allfirst Checking Account)
590.15
14
Prudential Securities Inc. - Interest $51.25; Dividend $10.31
(check dated Oa/Ol/Ol-prior to date of death)
61. 56
15
PSECU - Regular Shares (SI) Account, date of death balance
$5,422.25, accrued dividend $8.08
5,430.33
16
PSECU - Share 50 36 Month Certificate, date of death balance
$7,692.61, accrued dividend $22.21
7,714.82
Total of Continuation Schedule(s)
30,540.51
TOTAL (Also enter on line 5, Recapitulation) $ 90,184.96
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems.lnc. Form REV-150S EX (Rev. 1-97)
Estate of: Ruth Kathryn Strack
Sac Sec #: 188-12-4238
Date of Death: 09/21/2001
Item
{I
Continuation of Schedule E
(Cash, Bank Deposits & Miscellaneous Personal Property)
Description
Value at Date
of Death
17
PSECU - Share 51 24 Month Certificate, date of death balance
$2,744.07, accrued dividend $8.07
18
Waypoint Bank - Certificate Account No. 3165304124, date of death
balance $1,469.37, accrued interest $21.13
19
1992 Pontiac Grand Prix, VIN 1G2WJ54TONF257337 - sale proceeds
received
20
Antique Dishes
sold at private sale
21
Coins and Ladies Pin (contained in safe deposit box) - as per
attached appraisal
22
Contents of home and personal property sold at public sale
23
Allfirst Financial Inc. - IRA Account No. 87000128149005, date of
death balance $521.47, accrued interest $43.42
24
Allfirst Financial Inc. - IRA Account No. 87000128149007, date of
death balance $2,655.78, accrued interest $67.91
25
Allfirst Financial Inc. - IRA Account No. 87000128149008, date of
death balance $2,412.71, accrued interest $25.25
26
Allfirst Financial Inc. - IRA Account No. 87000128149018, date of
death balance $3,830.66, accrued interest $112.34
27
Allfirst Financial Inc. - IRA Account No. 87000128149019, date of
death balance $4,686.71, accrued interest $47.06
28
Bankers Life and Casualty Company - Annuity Policy No. 7686705,
issued 7/14/1999. Beneficiary: Marian Ziegler, sister of Ruth
Kathryn Strack, predeceased decedent, resulting in proceeds being
payable to Estate of Ruth Kathryn Strack.
2,752.14
1,490.50
900.00
50.00
327.58
577 . 00
564.89
2,723.69
2,437.96
3,943.00
4,733.77
10,039.98
30,540.51
PSEC4;
the financial link TM
October 17,2001
Account # 0188124238
JAMES D BOGAR
ONE WEST MAIN ST
SH1REMANSTOWN, PA 17011
Dear MR BOGAR:
The following is the status of RUTH K STRACK's account with PSECU as of the date of death.
Joint Owner's Name
Date Established
Date of Death
Date of Birth
NONE
09.21.2001
07.14.1921
Share(s)
Regular Shares (51)
Checking Shares (S4)
Money Market (57)
Share 50 36 Month Certificate
Share 51 24 Month Certificate
Balance
$5,422.25
0.00
0.00
7,692.61
2,744.07
Accrued Dividend
$ 8.08
0.00
0.00
22.21
8.07
The dividend earned from January 1,2001 through the date of death was $576.35. The decedent had no
loans with us. We do not have safe deposit boxes for our members.
To close the account, we need the executor to sign, date and return the enclosed Authorization to Close
Account form. If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800)
237-7328. At the menu prompt, enter 6 and then extension 2227.
Sincerely,
,J
(,.../.1 I /' /. , ,/
! I-....-.-,.,.~.....'t.
. !.......; /
Meacie Fairfa~
Member Service Representative
Finance Support Unit
encs.
PENNSYLVANIA STATE EMPLOYEES CREDIT UNION
Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 . (717) 234-8484 . (800) 237-7328
Mailing Address: PO. Box 67013, Harrisburg, PA 17106-7013 . (717) 777-2100 (TOO) . (800) 472-1967 (TOO)
Web Address: www.psecu.com
Savings federally insured up to $100,000 by the National Credit Union Administration.
V1Way~qi!lJ
LOOK FOR US. WE'LL GET YOU THERE.
10/23/2001
JAMES BOGAR
ONE WEST MAIN ST
SHIRESMANTOWN P A 17011
The information which you requested on the account(s) of RUTH STRACK DECEASED
(Social Security Number 188-12-4238) is/are as follows:
Account Number 3165304124
Class of Account CERTIFICA TE
Date Opened 05/12/97
Principal Balance 1469.37
Accrued Interest 21.13
Balance at Date of 1490.50
Death
Account Ownership SOLE
Name of Joint
Owner, if any
Date Ownership
Was Established
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Ovvner, if any
Date Ownership
Was Established
Additional
Information
Requested
PLEASE COMPLETE W-9
S~erely, 'zl. .
i)tttttj ,;f ~ i /111 L
KATlW"YO G 0
SENIOR SERVICES REP.
Po. Box 1711. HARRISBURG. PENNSYLVANIA 1710S-1711
Toll FrsE i-8E6-WAYPCINT (1-866-929-7646) . www.waypointbank.com
D & S COINS
224 FOURTH STREET
NEW CUMBERLAND, PA. 17070
(717) 774.4182
Customer's
Order No.
DATE II) I S-
o
fs7T.~~ -aiM-fA t r12~J(
u
SOLD TO
ADDRESS
SALESMAN
TERMS
CASH CHARGE C.O.D. PAID OUT RETD. MDSE. RECD. ON ACCT.
QUAN.
DESCRIPTION
PRICE
AMOUNT
\) ri
~ '7. <<
lD
"
~z1 s\
9companied By This Bill
I
!l allfirst
Allfirst Financial Center ."I..-\..
PO. Box 900
MiIlsboro. DE 19966
December 13,2001
James D. Bogar
Attorney At Law
One West Main Street
Shermanstown, PA 17011
RE: Estate of Ruth Kathryn Strack
Date of Death: September 21,2001
Social Security Number: 188-12-4238
Dear Mr. Bogar:
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 accounts.
1. Account Type........................... Checking Account
Account Number..... .. .... ..... . ...... 0082361398
Ownership (Names of)........... .., Ruth K. Strack
Opening Date.......................... .08/28/64
Balance on Date of Death....... ..$33,744.44
Accrued Interest
$
12.02
Total.... ............................... ....$33,756.46
2. Account Type........................... Individual Retirement Account
Account Number.. ...... ... ..... ... .... 87000128149005
Ownership (Names of). . .. . .. . .. . .,. Ruth K. Strack
Opening Date........................... 1 0 / 05 / 84 (account closed 11/07/01)
Balance on Date of Death.........$521.47
Accrued Interest
$ 43.42
Total................................... ....$564.89
. Page 2
December 13. 2001
3. Account Type........................... Individual Retirement Account
Account Number....................... 87000128149007
Ownership (Names of).............. Ruth K. Strack
Opening Date........ ............... ... .04/18/85 (account closed 11/07/01)
Balance on Date ofDeath.........$2,655.78
Accrued Interest $ 67.91
Total...................................... .$2,723.69
4. Account Type............... ............ Individual Retirement Account
Account Number....................... 87000128149008
Ownership (Names of).............. Ruth K. Strack
Opening Date...........................07 /30/85 (account closed 11/07/01)
Balance on Date ofDeath.........$2,412.71
Accrued Interest $ 25.25
Total................................... ....$2,437.96
5. Account Type........................... Individual Retirement Account
Account Number............. .... ...... 87000128149018
Ownership (Names of).. .. .... .. . ... Ruth K. Strack
Opening Date.......................... .02/18/91 (account closed 11/07/01)
Balance on Date of Death........ .$3,830.66
Accrued Interest $ 112.34
Total................................... ....$3,943.00
. Page 3
December 13, 2001
6. Account Type........................... Individual Retirement Account
Account Number....................... 87000128149019
Ownership (Names of).............. Ruth K. Strack
Opening Date....... ................ ....04/06/91 (account closed 11/07/01)
Balance on Date of Death........ .$4,686. 71
Accrued Interest $ 47.06
Total. .... ... .............. ............. ....$4,733.77
7. Account Type........................... Individual Retirement Account
Account Number....................... 87008100527156
Ownership (Names of}.............. Ruth K. Strack
Opening Date.......................... .11/17/94 (account closed 11/07/01)
Balance on Date of Death........ .$2,855.26
Accrued Interest $ 44.03
Total................................... ....$2,899.29
8. Account Type........................... Individual Retirement Account
Account Number................. ...... 87008140175447
Ownership (Names of}.............. Ruth K. Strack
Opening Date...........................03/ 11/96 (account closed 11/07/01)
Balance on Date of Death........ ..$5,770.31
Accrued Interest $ 7.50
Total................................... ....$5,777.81
. Page 4
December 13. 2001
9. Account Type. ........ ., ... . ... .. . .. .... Individual Retirement Account
Account Number....................... 87008140393274
Ownership (Names of).............. Ruth K. Strack
Opening Date......................... ..07/26/96 (account closed 11/07/01)
Balance on Date ofDeath.........$1,291.03
Accrued Interest
$
4.54
Total........ ........................... ....$1,295.57
This letter does not include any accounts in which the deceased may have been listed as power of attorney,
custodian of uniform transfers, representative payee, or trustee under a written trust agreement.
For any additional information on these accounts, please contact our branch at:
3045 Market Street
Camp Hill, PA 17011-4530
Phone: (717) 255-2279
Sincerely,
"
, ---
Cf;Li,rdt' nl lJa C0l;? i~L
Charlene Warrington, Associc1te I
(302) 934-2722
BANKE/I.'; LWE AND CASUALTY COMPANY
Annuity Service... . 222 Merchandise Mart Plaza
Chicago. / L 6lJ654-2(J IfJ . T ekphone: 312-396-6(J(J(J
~
James D Bogar
Attorney-at-Law
One Main St
Shiremanstown PA 17011
December 18, 2001
Policy
7,686,705
RE: Ruth K Strack-Deceased
Dear Mr. Bogar:
This is in reply to your December 3, 2001 letter.
This policy was issued July 14, 1999 as a Single Premium Deferred Annu-
ity plan. The owner of the policy was the deceased, Ruth Strack.
The value of the policy as of the date of death was $10,039.98.
Your friends at
BANKERS,
~/f ~#;.
M. Kuberski
Life/Annuity Claims
LCAM 151100
Branch Sales Office 1052
Ste 100
600 Wilson Ln
Mechanicsburg PA 17055
Phone (717)791-9800
Bl0084"A (10/011
REV-1511 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Ruth Kathryn Strack
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
SSfl 188-12-4238
FILE NUMBER
21-01-0947
09/21/2001
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES:
Myers-Harner Funeral Home - Funeral expense
4,418.00
2
Rolling Green Cemetery - Balance due for casket
1,177.80
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Robert Paul Ziegler
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address 5246 Strathmore Dr.
City Mechanicsburg State PA Zip 17050
8,685.00
Year(s) Commission Paid:
2.
3.
Attorney's Fees James D. Bogar Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
8,487.50
City
Relationship of Claimant to Decedent
State
Zip
4.
Register of Wills
Probate Fees
308.00
5. Accountant's Fees
6.
Tax Return Preparer's Fees
350.00
7.
1
Other Administrative Costs
Chuck Bricker, Auctioneer - Commission re sale of personal
property
189.00
2
Commerce Bank - Check printing charge
16.75
3
Cumberland Law Journal - Legal advertising
75.00
4
EquiServe, L.P. - Fee to sell AT&T stock shares held in Account
No. 39155-4792
20.00
5
Janney Montgomery Scott - $55.00 Commission and $0.01 SEC fee to
sell 15 shares of AT&T stock
55.01
Total of Continuation Schedule(s)
1,208.76
TOTAL (Also enter on line 9, Recapitulation) $ 24,990.82
(If more space is needed, insert additional sheets of the same size)
Cooyright(c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
Estate of: Ruth Kathryn Strack
Sac Sec #: 188-12-4238
Date of Death: 09/21/2001
Item
#
Continuation of Schedule H-B7
(Other Administrative Costs)
Description
Amount
6
Lucent Technologies - Fee to sell stock
15.00
7
Mellon Investor Services - Fee to sell BellSouth Corporation
common stock
9.95
8
PA State Employes' Retirement System - Return of overpayment for
09/22-09/30/01
192.65
9
Patriot News Co. - Legal advertising
80.52
10
Register of Wills - Short Certificates
15.00
11
RESERVES: Costs to conclude administration of Estate including
filing fee for PA Inheritance Tax Return, Inventory and First &
Final Account and preparation of Fiduciary Income Tax Returns
850.00
12
U.S. Postal Service - Certified mail
45.64
1,208.76
REV -1512 EX . (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ruth Kathryn Strack
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE liABiliTIES, AND liENS
SSi( 188-12-4238
09/21/2001
FILE NUMBER
21-01-0947
Include unreimbursed medical expenses.
ITEM
NUMBER
1 AT&T - Telephone bill
DESCRIPTION
AMOUNT
1. 82
2
Comcast - Final tv cable bill
39.81
3
Holy Spirit Hospital - Medical expense
34.98
4
PA Department of Revenue - 2001 Personal state income tax due
51.00
5
U.S. Treasury - 2001 Personal federal income tax due
6,622.00
6
Verizon - Telephone bill
51.77
7
Wellness Engagement Calendar - Item ordered prior to death
14.90
TOTAL (Also enter on line 10, Recapitulation) $ 6,816.28
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV -1513 EX . (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ruth Kathryn Strack
SCHEDULE J
BENEFICIAR IES
SSiI 188-12-4238
09/21/2001
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116{a){1.2)]
Leslie Melissa Barkley
705 Flint Hill Road
King Of Prussia, PA 19406
1
2
Judy Lou Levanda
1129 Sherry Avenue
Virginia Beach, VA 23464
3
Marilyn Jean Stouffer
1745 Shady Hill Road
Marietta, GA 30068
4
David Henry Strack
2961 Brook Highland Dr.
Birmingham, AL 35242
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Niece
Niece
Niece
Nephew
FILE NUMBER
21-01-0947
AMOUNT OR SHARE
OF ESTATE
15% of rest,
residue and
remainder of
Estate
15% of rest,
residue and
remainder of
Estate
15% of rest,
residue and
remainder of
Estate
15% of rest,
residue and
remainder of
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
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,lnc.
0.00
Form REV-1513 EX (Rev. 9-00)
Estate of: Ruth Kathryn Strack
Sac Sec #: 188-12-4238
Date of Death: 09/21/2001
Continuation of Schedule J, Part I
(Taxable Bequests)
Item
#
Name and Address of Beneficiary
Relationship Amount or
Share of Estate
Estate
5
Eleanor C. Strack
102 North 31st Street
Camp Hill, PA 17011
Sister-in-Law 15% of rest,
residue and
remainder of
Estate
6
Robert Paul Ziegler
5246 Strathmore Dr.
Mechanicsburg, PA 17050
Nephew Specific
bequest per
Article
II -Coins and
Ladies Pin;
25% of rest,
residue and
remainder of
Estate
004175-00001106.09 .OQI.EGMIKL T/135378.1
. ,
. .
ilnst lUill nnb Wtstnmtnt
OF
RUTH KATHRYN STRACK
I, RUTH KATHRYN STRACK, of the Borough of Camp Hill, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby revoking and making void
any and all Wills or Codicils at any time heretofore made by me.
ARTICLE I
DEBTS
I direct the payment of all my legal debts, and the expenses of my last illness and funeral
from my Estate as soon after my death as conveniently may be done.
ARTICLE II
TANGIBLE PERSONAL PROPERTY
I give and bequeath my motor vehicle(s), household and personal effects and other tangible
personalty of like nature (not including cash or securities), together with any existing insurance
thereon, unto my nephew, ROBERT PAUL ZIEGLER, with the suggestion that he divide and
distribute among the other beneficiaries of my Will such items of my tangible personal property as
he, in his sole and absolute discretion, deems appropriate. In the event that my nephew, ROBERT
PAUL ZIEGLER, predeceases me, I direct that the tangible personalty described in this Article IT
shall be disposed of in accordance with Article lIT hereafter.
004175-00001106.09 .oq~EGM!Kl-r T/135378
. I
ARTICLE III
REST, RESIDUE AND REMAINDER - SPECIFIC BEQUESTS
I give, devise and bequeath all the rest, residue, and remainder of my Estate, of whatsoever
nature and wheresoever situate as follows:
A. I give, devise and bequeath twenty five (25%) percent thereof unto my nephew,
ROBERT PAUL ZIEGLER, or his then-living issue, per stirpes, should he predecease me;
B. I give, devise and bequeath seventy five (75%) percent thereof in equal shares unto
those of the following who survive me:
My niece, MARILYN JEAN STOUFFER, Marietta, Georgia;
My niece, JUDY LOU LEV ANDA, Virginia Beach, Virginia;
My niece, LESLIE MELISSA BARKLEY, King of Prussia, Pennsylvania;
My nephew, DAVID HENRY STRACK, Birmingham, Alabama; and
My sister-in-law, ELEANOR C. STRACK, Camp Hill, Pennsylvania;
ARTICLE IV
POWERS OF PERSONAL REPRESENTATIVE
My Personal Representative(s) shall have the following powers in addition to those vested
in them by law and by other provisions of my Will applicable to all property, whether principal or
income, including property held for minors, exercisable without court approval and effective until
actual distribution of all property:
A. To make distribution in cash or in kind, or partly in cash and partly in kind, and in
such manner as they may determine.
2
004175~1/06.09.OQ~E(J~T/135378
B. To retain any or all of the assets of my estate, real or personal, without restriction to
investments authorized for Pennsylvania fiduciaries, as they deem proper, without
regard to any principle of diversification or risk.
C. To invest in all forms of property without restriction to investments authorized for
Pennsylvania fiduciaries, as they deem proper, without regard to any principle of
diversification or risk.
D. To sell at public or private sale, to exchange, or to lease for any period of time any
real or personal property and to give options for sales, exchanges or leases, for such
prices and upon such terms or conditions as they deem proper.
E. To allocate receipts and expenses to principal or income or partly to each as they
from time to time think proper.
F. To compromise any claim or controversy.
G. To make such elections, decisions, concessions and settlements in connection with
all income, estate, inheritance, gift, generation skipping or other tax refunds and the
payment of such taxes without obligation to adjust the distributed share of any
person thereby affected.
ARTICLE V
APPOINTMENT OF PERSONAL REPRESENTATIVE
I name, constitute and appoint my nephew, ROBERT PAUL ZIEGLER, Executor of this
my Last Will and Testament. Should my nephew, ROBERT PAUL ZIEGLER, fail to qualify or
3
. I \ ,
004175~1/06.09.OQ~E(}~T/135378
cease to so act, I name, constitute and appoint my niece, JUDY LOU LEV ANDA, alternate
Executrix to complete the administration of my Estate. I direct that no fiduciary appointed herein
shall be required to post bond for the faithful administration of her duties required in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will
and Testament, this /~ day of ~ ,2000.
~,ck ~~ ~~/)SEAL)
R HKAT YNS CK
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last
Will and Testament, in the presence of us, who at her request, in her presence and in the presence of
each other, have hereunto subscribed our names as witnesses.
~cJ~
-~~dC;:~
4
, j 1 ,
004175-??oo1106.09 .OO(EGMlKL T/135378
AFFIDAVIT AND ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
We, RUTH KATHRYN STRACK, Y'<'~~~and
1'\ ~ ~.~ ~ , the Testatrix and the witnesses, respective y, whose names are
signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed the instrument as her Last Will and
that she had signed willingly and that she executed it as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix,
signed the Will as witness and that to the best of his /her knowledge the Testatrix was at that time
eighteen years of age or older, of sound mind and under no constraint or undue influence.
;1'uttJ 1-(r1IJ~AV .~t;~
RUTH KATHRYN RACK
r
,
Subscribed, sworn to and acknowledged before me by RUTH KATHRYN STRACK,
Testatrix, and subscribed and sworn to before me by ~.......~.... Ii 't. ~~and
-,( ~ ~::-<-~ , witnesses, this \ 'I; ~ay of ~~. , 2000.
~tlnr-
Edmund G. Myers
Pennsylvania Attorney I.D. #20558
5
· ' .. 004175-0000 l/06.09.00LEGMlKLTI 135378
ATTORNEY CERTIFICATION
COMMONWEAL TH OF PENNSYL VANIA
COUNTY OF
ss:
On this, the I ~ '}.X\ day of ~ ' 2000, before me, the
undersigned officer, personally appeared EDMUND. RS, I.D. #20588, known to me (or
satisfactorily proven) to be a member of the bar of the highest court of Pennsylvania and certified
that he was personally present when the foregoing acknowledgment and affidavit were signed by
the Testatrix and witnesses.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
N~~~
NOTARIAL SEAL
DIANNE lENIG, Notary Public \
Lemoyne Borough Cumberland Co.
My Commission Expires Dec. 21, 2001 i
6
~/?-/~-3
BUREAU 6F INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
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
07-22-2002
STRACK
09-21-2001
21 01-0947
CUMBERLAND
101
JAMES D BOGAR dJa
1 W MAIN ST
SHIREMANSTOWN PA 17011
: ; :)
*'
REY-1547 EX AFP (01-02'
RUTH
K
Allount Rellitted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
102,013.99
.00
.00
90,184.96
.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 ~
REV =i54j-Ex--~U:P-(oY=02T-NOTicE--oF-YNHEifiTANcE-TAjrAPPRA-iSEMENT,--AL.i-oWANCE-Cri------------ -- - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STRACK RUTH K FILE NO. 21 01-0947 ACN 101 DATE 07-22-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
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/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
24,990.82
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
192,198.95
31.807 10
160,391.85
.00
160,391.85
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 1&, 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
.00 X 045 = .00
.00 X 12 = .00
160,391.85 X 15 = 24,058.78
(19)= 24,058.78
6.816.28
(11)
(12)
(13)
(14)
n~'.~, (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-14-2001 CDOO0646 1, 202.94 23,370.00
TOTAL TAX CREDIT 24,572.94
BALANCE OF TAX DUE 514.16CR
INTEREST AND PEN. .00
TOTAL DUE 514.16CR
. 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 end 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' MILLS, 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-
ISTRA TIVE
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:
Vear Interest Rate Daily Interest Factor Year Interest Rate Oa ily Interest Factor
1982 20% .000548 1992 9% .000247
1983 16% .000438 1993-1994 7% .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 7% .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 F'ACTOR
--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.
/?-/~-,5
\,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-1U7 EX AFP 101-02>
JAMES D BOGAR ESQ
1 W MAIN ST
SHIREMANSTOWN PA 17011
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
~OUNTY
ACN
08-12-2002
STRACK
09-21-2001
21 01-0947
CUMBERLAND
101
RUTH
K
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 =i60j-i1c--"FP--('Oy.:02Y------...--iNi.fERITANc'E--TAX-STA-fEMENT-OF'-Accouiif--.-i.------------------ ---
ESTATE OF STRACK RUTH K FILE NO.21 01-0947 ACN 101 DATE 08-12-2002
THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW
IS A SU""ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-22-2002
P R I NC I PAL TAX DUE: .........................................................................................................................................................................................................................
24,058.78
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-14-2001 CDOO0646 1,202.94 23,370.00
07-26-2002 REFUND .00 514.16-
TOTAL TAX CREDIT 24,058.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. J
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA.
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" (REY-1313). Applications are available at
the Office of the Register of Wills, any of the Z3 Revenue District Offices or from the Department's Z4-hour
answering service for forms ordering: 1-8oo-36Z-Zo5o; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-30ZO (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601, phone
(717) 787-6505.
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.
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, 198Z 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, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOZ are:
Year
Interest Rate
Daily Interest Factor
Year
Interest Rate
Daily Interest Factor
198Z ZO% .000548 199Z 9% .000Z47
1983 16% .000438 1993-1994 n .00019Z
1984 11% .000301 1995-1998 9% .000Z47
1985 13% .000356 1999 n .00019Z
1986 10% .000Z74 ZOOO 8% .000Z19
1987 9% .000Z47 Zool 9% .000Z47
1988-1991 11% .000301 ZOOZ 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.
()v/
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Ruth Kathryn Strack
Date of Death: September 21, 2001
Will No.
21-01-0947
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? Yes No XX
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 XX No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
10/10/02
James D. Bo r, Esquire
Name (Please. type or print)
One West Maln St.
Shiremanstown, PA 17011
Address
(717) 737-8761
Te 1. No.
Capacity: Personal Representative
x Counsel for personal
representative
(MAH:rmf/AM.3)