HomeMy WebLinkAbout01-1008
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of RUTH K. PAULUS
also known as
Deceased.
Social Security No. ~ Ck.-:; -. c") {) - j cl '-I b
No. &>\- Ol-l OO~
To: Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioners are 18 years of age or older and the Executors named in the last will of the
above decedent, dated July 28,1995, and codicil(s) dated [none].
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or
principal residence at 132 East North Street, Borough of Carlisle.
Decedent, then 80 years of age, died October 27, 2001, at Carlisle Regional Medical Center,
Carlisle, Pennsylvania.
Except as follows, decedent did not marry, was not divorced and did not have a child born or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania situated as follows:
$ unestimated
$
$
$
WHEREFORE, petitioners respectfully request the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary thereon.
~~1 /<,fZ~~~{'lZL'<L
Geor W. Paulus, JI. . v Ronald E. Paulus
10lA Partridge Circle 1854 Sterretts Gap Ave.
Carlisle, P A 17013 Carlisle, P A 17013
(717)245-2435 (717) 243-4854
71~~/-
Shirley 1. ert
641 Hamilton Street
Carlisle, P A 17013
(717) 243-7228
OATH OF PERSONAL REPRESENTATIVE
COMMONWEAL TH OF PENNSYL VANIA)
: ss.
COUNTY OF CUMBERLAND )
The petitioners above-named swear or affirm that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioners and that as personal representatives
of the above decedent, petitioners will well and truly administer the estate according to law.
)14 . G)~/ 0
/l'/~"/~/ -;( /.~./~l
"ge . Paulus.' J~~ i/
(/f,-A-td G (.. . ....-7_
Ronald . Paulus 1
, I ~,k/
Shirley J. W
I 1"\ I Q ()
No. 21 - 01 - 1008
Estate of Ruth K. Paulus, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW,
NOVEMBER 2, 2001
, in consideration ofthe petition on the reverse side
hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated July 28, 1995, described therein be admitted to probate
and filed of record as the last will of Ruth K. Paulus and Letters Testamentary are hereby granted to
George W. Paulus, Jr., Ronald E. Paulus and Shirley 1. Wert.
Will Book #
Page
FEES
Probate, Letters, Etc.
Short Certificates( 3)
Renunciation
X-Pages
dCP TOTAL
$ 50.00
$ 9.00
$
$ 6.00
$ 5.00
70.00
Filed NOVEMBER 2, 2001
E'8IlEp'@tfA~ifftlfm:Y59cmtio,I, - S- 0 1 .
Register of Wills
MARY CLEWIS
Daniel K. Deardorff, Esquire (17837)
ATTORNEY (Sup. Ct. 1.0. No.)
MARTSON DEARDORFF WILLIAMS & OTTO
10 East High Street
Carlisle, P A 17013
(717) 243-3341
hlt)"-.8,jS RF.\
This is to ceniD' that the information here given is correctly copied from an original ceniflCate of dl'ath duly tIled with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent tIling,
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fce t()( this certificate, $LOO
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OCT 30 2001
lhte
)5.;4.3 Rev. 2/87
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
k.
f'fvLl./5
SEX
l. Female
uNOER 1 DAY
Hourt Io<tinut..
UNDER 1 YEAR
~ D.p
.. 80
COUNTY OF DERH
~\
Cumberland
Carlisle
...
oeCEOEHT'S USUAL OCCU~ION
l~wortI~~~~::~:f
KINO OF BUSINESS/INDUSTRY
n.. 11t1.
DECEDENT' Io<tAfllNG AOOAESS (SI,.... CiIyf1bwfn.~. Zo COde
132 E. North St.
Carlisle, Pa 17013
PI\.
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1104 in.
-'
17.. Stat.
ACTUAl.
RESIDENCE
(Sect IMINCIIQn8
onOlhefSldtl\
DATE OF DEATH ,Mcn1h. 0..,. .....,
Oct. 27, 2001
=".,,0
MAAI1.1.\.. S1'Al'US. M8fT1ed
N........ Married. Wkiowttd.
OiwwelN:I($peclfy)
14, Widowed
'Te.O.,...~Q".d,"
.....
Cumberland
No, oee.dftnt Iiwd
17diJ wirhin~limttsof
MOTHER'S NAME (First MIdOIe. ~aJden Sufnamel
11. Alice Wardecker
INFORMANT'S MAIlING AOORESS ~Stc_. Citvf'ti:rrMo., $late. L"'Code)
""'''''''''
'e.
FAlltER'S NAME IFirtl:. MiOdIe. La.)
II. John Miller
JHFOAMAHT'S NAIo<tE (T ypa'Prinfl
ZOo. Shirle Wert
METHOD OF OtSPOStTION
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.. 21..
.11>.
24. 25.
27. Ji'AAT I: Entet' me diM'MS. injUfies 0( ~liQnS which Cl.used lhe dUlh. Do not .nl.lt!. mode 01 dying, such as cardiac or respiratory anu'. shock Ot h.." failur.
1._ ontf OIW cause on.Kh 1iM.
fr(./'/~ (viI tJ \.../Ir/l-I-) //1'1-
Due 10 lOA AS A CONSEOUENCE Of):
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DUE lOCOA AS A CONSEOUENCE Of):
DuE 10 (OR AS A CONSEOUENCE OF):
WERE AU1'OPSY FINDINGS MANNER OF DEATH
,lMULABlE PRIQA TO
COMPLETION Off CAUSE liif 0
OF DEATH? ...."'.. HomiCidII
...-.. 0 Pending tnYMl.~\ion- 0
No/Zr Vos 0 No ~ s..c;do 0 Could I10t be del.rm,oed 0
DATE OF INJURY
(Monlh. Day. '1'eat)
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. at.. Z"IpCode
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...
I Approximat.
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PART II:
Other Significant c:ondIIionI; contributing 10 dlat". bur
noI rnvftinQ in the undMtyWlg ceuM gMn in PART I
1t
TIME Of INJ RY
INJURY AT WORK? DESCRIBe ~ INJURY OCCURRED.
_ 0 NoD
M. 3Qc.
zo.
3OlI. 3OD-.
PLACE Of INJURY.. Al home. farm. $lreet, factor" offiu
bUilding. etc. ISpecIlvI
300.
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CERTIFIER (C"'<<:k Of'li'l' onel
.CERTlFYlNG PHYSK:tAN fPhy5lCoan cer1lfytnQ cause d ~altl whet! anol"er pr'IvSlC..an tlas pronounc@ddealtl ana ccmplel@dllen'! 2Jl
To'" best of my IU'Iowledve. deeth occurred due to the causef.) and manner.. .,.'ed. .
'"AONOUNCING AND CERTIFYING PHYSICIAN (PtlVSClatl bolt: ~'onounc,(l9 death and CerlltY'''910cause 01 Cleal'"
To ttM IM'et of my kno""e<Jgfl, death oceurr".I' U'lellme. dale, and pIKe, and due to the e.uM(s) anet manne, as '1.1 led. ,
."EOtCAL EXAMINER/CORONER
On the b..is of .umln.Uon .ndlot invesUga1ion. in my opinion, death occurred .t the lIme. date, and place. and due to the cal,.lse(s) and
mann.,.. .tat.-ct..
31..
AEGISTRAA'S StGNATURE AND NU E
~.~~~~
~Illd.! \101
0"..
LICENSE NUMeE DATE SIGNED iMonrl. Cay. 't'ean
31c. v)> 3'd. l <:.:> 2.--1'- V/
NAME AND AODRESS CY PERSON WHO COMPLETED CAuSE CY DEATH
(1lem 21) Type or Print . / ,e!1
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DATE FILED (Manln. Day. Yea!)
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34.
FIFILESIDA T AFILEI WILLSI6759. WIL
LAST WILL AND TESTAMENT
I, RUTH K. PAULUS, of the Borough of Carlisle, Cumberland County, Pennsylvania, being
of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last
Will and Testament, hereby revoking any and all former Wills or Codicils by me made.
1.
I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance
taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall
be paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement
for any such tax so paid, even though on proceeds of insurance or other property not passing under
this Will.
2.
I give, devise and bequeath all of my estate, both real and personal property, in equal shares,
unto my children, GEORGE W. PAULUS, JR., RONALD E. PAULUS and SHIRLEY 1. WERT,
absolutely. I direct that my Executors shall convert my estate into cash and divide the same as set
forth herein, unless they shall agree otherwise.
3.
I nominate, constitute and appoint my said children, GEORGE W. PAULUS, JR., RONALD
E. PAULUS and SHIRLEY 1. WERT, or the survivors of them, as Executors of my estate.
4.
I direct that my Executors shall not be required to file a bond to secure the faithful
performance of their duties in any jurisdiction.
5.
I authorize and empower my personal representatives, in their sole and absolute discretion,
to purchase or otherwise acquire and retain any investments of which I die seized or any real or
personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or
grant options in regard to any or all property of any kind forming a part of my estate for such terms
R./r. P
R.K.P.
Page 1 of3 Pages
and such prices as they may deem advisable; to borrow money for any purposes connected with the
protection and preservation of my estate; to mortgage or pledge any real or personal property
forming a part of my estate or to join in or secure the partition of same; to compromise any claims
or demands of my estate against others or of others against my estate; to make distribution in kind
and to cause any share to be composed of cash, property or undivided fractional shares in property
different in kind from any other share; to employ agents, attorneys and proxies and to delegate to
them such power as my personal representative considers desirable and to pay reasonable
compensation for such services as may be rendered by such agents, attorneys and proxies; and to
execute and deliver such instruments as may be necessary to carry out any of these powers.
)f. W~TNE.. SS WHEREOF I have hereunto set my hand and seal this c:Q8M day of
~ ' 199~
<P~ 1r' Cil~fuA j (SEAL)
Ruth K. Paulus
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, have hereunto subscribed
our names as witnesses thereto, in the presence of the said Testatrix and of each other.
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Page 2 of 3 Pages
COMMONWEAL TH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND
)
I, Ruth K. Paulus, Testatrix, whose name is signed to the attached or foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary
act for the purposes therein expressed.
U?~ ~ (?~-'#_UA--'
Ruth K. Paulus
Sworn ~ to. and acknowledged before me by Ruth K...p..aulus, the Testatrix, this
Q)i)*'dayof ,1995 ~
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T' 'aLJ'c'+' p""" I . J.{). ~~ d>>t~
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MCr:arO!'~~~l~?s~~n Ee,es NovV2~~~ 1997 I Notary Pubhc
IY......<\;II'I--". __--.'
..--------
COMMONWEAL TH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
We LDRI A. 0ULUVlttJ o.nd ~1I/RLtY W. f4J-IUJ!..S
,
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw Ruth K. Paulus, the Testatrix,
sign and execute the instrument as her Last Will; that the Testatrix signed willingly and that the
Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of
us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our
knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no
constraint or undue influence.
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Sworn or affirmed to and subscribed befo~e_ thiS.<:J~9J/'d O~f ~ ~ ' 19<>5.
-' . \ ~({t~(_'f1m{VL
Nvh~ -''''31 I
~r0~!,~ ~.~a"2" ...... P.~bliC I Notary Public
Cc.fl.,.."c..: j~0 O. '-. ":j9na:-:c vounty .
My Comm:,;s:;y, Co,.:.:"".. Nov. 24, 1997 I
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Page 3 of 3 Pages
I j
F;IFlLESIDA T AFlLEIEST A TESI6759-notice.cer
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: RUTH K. PAULUS
Date of Death: October 27,2001
File No. 2001-1008
To the Register:
I certify that notice of estate administration required by Rule 5.6(a) ofthe Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or
about January 25, 2002.
George W. Paulus, Jr.
10lA Partridge Circle
Carlisle, P A 17013
Mr. Ronald E. Paulus
1854 Sterretts Gap Avenue
Carlisle, P A 17013
Mrs. Shirley J. Wert
641 Hamilton Street
Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: January 25,2002
Signature
Name
O~ ~- D.a~ Il~
Daniel K. Deardorff, Esquire
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, P A 17013
(717) 243-3341
Attorneys for Personal Representative
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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
DEARDORFF DANIEL K
10 E HIGH STREET
CARLISLE, PA 17013
n___n_ fold
ESTATE INFORMATION: SSN: 202-20-1946
FILE NUMBER: 21-2001- 1008
DECEDENT NAME: PAULUS RUTH K
DATE OF PAYMENT: 01/25/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 10/27/2001
NO. CD 000796
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $850.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: SHIRLEY J WERT
DANIEL K DEARDORFF ESQUIRE
CHECK# 111
SEAL
INITIALS: VZ
RECEIVED BY:
$850.00
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
MDW~6
INFOR,\1ATION . ADVICE. ADVOCACY
ATTORNEYS & COUNSELLORS AT LAw
January 24, 2002
WILLIAM E MARTSON
JOHN B. FOWLER III
EDWARD L. SCHORPP
DANIEL K. DEARDORFF
THOMAS J. WILLIAMS'
Ivo V. OTTO III
GEORGE B. FALLER JR.'
CARL C. RISCH
MARK A. DENLINGER
DAVID R. GALLOWAY
'BOARD CERTIFIED CIVIL TRIAL SPECIALIST
TEN EAST HIGH STREET
CARLISLE, PENNSYLVANIA 17013
TELEPHONE (717) 243-3341
FACSIMILE (717) 243-1850
INTERNET www.mdwo.com
Mrs. Mary C. Lewis
Register of Wills
Cumberland County Courthouse
Carlisle, P A 17013
RE: Estate of Ruth K. Paulus
Estate No. 21-01-01008
Date of Death: October 27,2001
Dear Mrs. Lewis:
Enclosed with this letter is estate check number 111 in the amount of$850.00 representing
payment of Pennsylvania Inheritance Tax in the above-referenced estate.
Will you please issue the appropriate receipt and forward it to me at the above address. I
thank you in advance for your prompt attention to this matter.
Very truly yours,
MARTSON DEARDORFF WILLIAMS & OTTO
j)~( I: fJetv~ /
~~
Daniel K. Deardorff
DKD/clm
Enclosure
HAND DELIVERED
F\FILESIDA T AFILEIEST A TESI67S9-row.l
I N FOR MAT ION · A D V ICE · A D V 0 CAe y SM
\,
(p-/.? - 9
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DANIEL K DEARDORFF
MARTSON ETAL
10 E HIGH ST
CARLISLE
jl
"::: '!
",1
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-27-2002
PAULUS
10-27-2001
21 01-1008
CUMBERLAND
101
ESQ
'*
REY-1547 EX AFP (01-02)
RUTH
K
Allount Rellitted
,
PA ~~p~~
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 =is'4-j-EX-AFP-foY=02Y-NOYicE--OF-YNHEififANCE-YAX-APPRAiSEi.fENT-,--Aii-oWANCE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PAULUS RUTH K FILE NO. 21 01-1008 ACN 101 DATE 05-27-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
17,017 .52
14,157.37
.00
(8)
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
(9)
(10)
9,542.50
925.47
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
31,174.89
10.467 97
20,706.92
.00
20,706.92
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
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 =
20,706.92 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
931.81
.00
.00
931.81
"~"'~"'''' (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-25-2002 CDOO0796 44.74 850.00
PAYMENT MUST BE MADE BY 07-27-2002*. TOTAL TAX CREDIT 894.74
BALANCE OF TAX DUE 37.07
INTEREST AND PEN. .00
TOTAL DUE 37.07
. 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.)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DANIEL K DEARDORFF ESQ
MARTSON ETAL
10 E HIGH ST
CARLISLE PA 17013~
DATE
ESTATE OF
DATE OF DEATH
.FlILE NUMBER
COUNTY
ACN
05-27-2002
PAULUS
10-27-2001
21 01-1008
CUMBERLAND
101
CJ
'*
REV-15~1 EX AFP (01-021
RUTH
K
Amount Relli Hed
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv:is4"j-'Ex-AFP-col-':o2Y-tioTicE--oF-iNHEififANC'i-YAx-j\pPRj\isEif€NT~--ALioWANCi-ciR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PAULUS RUTH K FILE NO. 21 01-1008 ACN 101 DATE 05-27-2002
TAX RETURN WAS: (X J ACCEPTED AS FILED
J CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. Stocks and Bonds (Schedule BJ
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
17,017.52
14,157.37
.00
(8)
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
(9)
lID)
9,542.50
925.47
(11)
1I2)
1I3)
1I4)
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the ~otal o~ ALL
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. AIIount 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:
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forI! with your
tax paYllent.
31,174.89
10.467.97
20,706.92
.00
20,706.92
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
20,706.92 X 045 =
.00 X 12 =
.00 X 15 =
1I9J=
.00
931.81
.00
.00
931.81
~. ...... ftJ::'-J::,Lr l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-25-2002 CDOO0796 44.74 850.00
PAYMENT MUST BE MADE BY 07-27-2002*. TOTAL TAX CREDIT 894.74
BALANCE OF TAX DUE 37.07
INTEREST AND PEN. .00
TOTAL DUE 37.07
. IF PAID AFTER DATE INDICATED, SEE REVERSE
--- --- -... ........... _r &nftTTTnUAI T"TJ:DJ:~T_
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.2B0601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DANIEL K DEARDORFF ESQUIRE
10 EAST HIGH STREET
CARLISLE, PA 17013
_____u_ fold
ESTATE INFORMATION: SSN: 202-20-1946
FILE NUMBER: 2101-1008
DECEDENT NAME: PAULUS RUTH K
DATE OF PAYMENT: 07/08/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 10/27/2001
NO. CD 001383
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $37.07
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: DANIEL DEARDORFF ESQUIRE
CHECK#10557
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
$37.07
MARY C. LEWIS
REGISTER OF WILLS
c~
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
Name of Decedent:
RUTH K. PAULUS
Date of Death:
October 27,2001
File No. :
21-01-1008
Social Security No. :
202-20-1946
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 thefollowing:
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 No x
[Only parties in interest were the Executors; therefore, no accounting was necessary.]
!,,'-
d. Copies of receipts, releases, joinders and approvals offormal or informal accounts
may befiledwith the Clerk of the Orphans' Court and may be attached to this report.
Date: July 1~~ 2002
Signature:
Name:
Address:
~&.. ;J h.lla.r Jl~
Daniel K. Deardorff
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, P A 17013
(717) 243-3341
Counsel for personal representative
FIFILESIDA T AFILEIEST A TES167591.srep
, ,\:~'''''EX+I'''OI
/ 7-/1'9
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
*'
COMMONWEAlTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
PAULUS, RUTH K.
I-
Z
W
C
W
V
w
c
~A~~;;~;~~ ~MM-DD-YEAR) I ~~~;;;I~;H2(~M-DD-YEAR)
! (IF'APPLlCABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
1
I ".. """"" .."" " '''''' " ""eu",,, WIT" "..
I
FILE NUMBER
21
01
01008
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
NUMBER
202-20-1946
SOCIAL SECURITY NUMBER H__,_.._
REGISTER OF WILLS
DlI 1. Original Return 0 2. Supplemental Return
w
I- 0 4. Limited Estate 0 4a. Future Interest Compromise (dale of death
:.:<(Ul
vir:': after 12-12-82)
~&g DlI 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach
vtl:...J
a..al of Will) copy of Trust)
a.. 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between
<( 0
12-31-91 and 1-1-95
-------
o 3. Remainder Return (date of deaffiprior to 12:f3:B2r-
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
AM
, I- ,Daniel K. Deardorff, Esq.
Ulz
::! ~ fiRM NAME (If applicable) -
~ ~ Martson Deardorff Williams & Otto
va..
~
V
~
~~
rc~-)~
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tl:
ElEPHONE NUMBER
717/243-3341
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
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10 East High Street
Carlisle, PA 17013
(1 ) None
............-
.."I\'
(2) Nontf; .
-.
(3) None
(4) None
(5) 17,017.52
(6) 14,157.37
.~-
(7) None
(9)
9,542.50
---~
925.4 7
I 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
111. Total Deductions (total Lines 9 & 10)
112. Net Value of Estate (Line 8 minus Line 11)
I 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not
I been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
;::
<(
....
:;:)
a..
:0
o
u
~
....
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
(10)
x .00
20,706.92 x .045
x .12
x .15
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT,
OFFICIAL USE ONLY
d
r'..j
" ,-,
'."-'
~< '
~.j.J
(8)
31,174.89
(11 )
10,467.97
20,706.92
(12)
(13)
(14)
20,706.92
(15)
(16)
931.81
(17)
(18)
(19)
931.81
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
. Decedent's Complete Address:
STREET ADDRESS
132 East North Street
CITY
I STATE PA
I ZIP 17013
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;............................................................................. 0
b. retain the right to designate who shall use the property transferred or its income;................................ 0
c. retain a reversionary interest; or............................................................................................................ 0
d. receive the promise for life of either payments, benefits or care?.......................................................... 0
2. If death occurred after December 12,1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................................................................................................... 0
o
o 181
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
850.00
44.74
(2)
Total Credits (A + B + C)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3)
(4)
(5)
(SA)
(58)
Make Check Payable to: REGISTER OF WILLS, AGENT
j~l~
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
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? ...................... ..... ......................... ........... ..... ...........................................
931.81
894.74
0.00
37.07
37.07
.
No
181
181
181
181
181
~
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~correci
and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIB FOR FILING RETURN ADDRESS -
10lA Partridge Circle
Carlisle, P A 17013
1854 Sterretts Gar Avenue
Carlisle, P A 170 3
Ei~~.
~ . ~,I . ~ (/-...170/:1
,
'1F~
----oATE:
ft~
DATE:
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. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (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. 99116
1.2) [72 P.S. 99116 (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. 99116 (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.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY ___I
I FILE NUMBER
21 - 01 - 01008
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PAULUS, RUTH K.
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
I
DESCRIPTION
M&T Bank, Certificate of Deposit #31003910230471
VALUE AT DATE
OF DEATH
-- ------~-
15,048.20
2
Trigon, medical insurance
1,219.32
3
Household furnishings
750.00
-- ------_._-~-----
TOTAL (Also enter on Line 5, Recapitulation)
17,017.52
.
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
I FILE NUMBER
21 - 01 - 0~08
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
PAULUS, RUTH K.
SURVIVING JOINT TENANT(S) NAME
A Shirley 1. Wert
ADDRESS
RELATIONSHIP TO DECEDENT
Daughter
641 Hamilton Street
Carlisle, P A 17013
101 A Partridge Circle
Carlisle, PA 17013
B George W. Paulus
Son
C Ronald E. Paulus
1854 Sterretts Gap Avenue
Carlisle, PA 17013
Son
JOINTLY OWNED PROPERTY:
~~
ITE~R I F~
N~~~
1
2
. ,~.. u.... T r-----~-
ETTER DATE %OF DATE OF DEA
R JOINT MADE Include name of financial institution and bank account number DATE OF DEATH DECD'S VALUE OF
ENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INT
estate.
A 02/1993 M&T Bank, Checking Account #1164546 6,900.21 50% 3,4
A 08/18/2000 M&T Bank, Certificate of Deposit #31003910979730 6,403.43 50% 3,2
i
ABC 05/18/1998 M&T Bank, Certificate of Deposit #31003910129707 15,017.73 25% 3,7
ABC 06/27/2000 First Union Certificate of Deposit #247412051236472 15,004.43 25% 3,7
I
I
I
I
I
i i
I
TH
EREST
50.11
01.72
3
54.43
4
51.11
I
I
___~1__~____
TOTAL (Also enter on line 6, Recapitulation)
14,157.37
.
SCHEDULE H
RJNERALEXPENSES &
ADMNIS1RA11VE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF PAULUS, RUTH K.
Debts of decedent must be reported on Schedule I.
..-ITE~~--.~-_._.
NUMBER
-~- i FUNERAL EXPENSES:
1 i Hoffman-Roth Funeral Home, Carlisle, PA
B.
DESCRIPTION
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
2.
City
Year(s} Commission paid
Attorney's Fees Martson Deardorff Williams & Otto (estimated)
State
Zip
I FILE NUMBER
__~__21-01-01008
Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation)
!
Claimant
Street Address
3.
4.
City
Relationship of Claimant to Decedent
Probate Fees Register of Wills of Cumberland County, PA
State
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7.
1
2
3
Other Administrative Costs
M&T Bank, Checkbook charges
Register of Wills, filing fee, inheritance tax return
Reserved for additional probate fee, filing fees and closing costs
Total of Continuation Schedule(s}
Zip
TOTAL (Also enter on line 9, Recapitulation)
AMOUNT
6,946.00
1,500.00
70.00
21.84
15.00
250.00
739.66
9,542.50
.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
I
I __ ____
I FilE NUMBER
__ 21 - 01 - 01008 __ __________
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PAULUS, RUTH K.
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
AMOUNT
[Insurance applied to these expenses has been included as an asset on Schedule "E"]
2
PPL, electric service, account payable
48.26
3
Sprint, telephone service, account payable
27.00
4
Carlisle Borough, sewer/water, account payable
26.98
5
Carlisle Medical Center, medical expense
18.78
6
Carlisle Hospital, medical expense
792.00
7
Central Penn Medical, medical expense
12.45
--
TOTAL (Also enter on line 10, Recapitulation)
925.47
,
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
--...----
NUMBER 1 NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY I
I.---- --TAXABLE DISTRIBUTIONS (include outright spousal distributions) --- i
1 George W. Paulus, Jr. Son
101A Partridge Circle
Carlisle, P A 17013
! FILE NUMBER
I 21-01-01008
ESTATE OF
PAULUS, RUTH K.
AMOUNT OR SHARE
OF ESTATE
1/3 estate residue
2 Ronald E. Paulus
1854 Sterretts Gap Avenue
Carlisle, P A 17013
3 i Shirley J. Wert
641 Hamilton Street
Carlisle, P A 17013
Son
1/3 estate residue
i Daughter
1/3 estate residue
Enter dollar amounts for distributions shown above on lines 15 through 17. as appropriate, on Rev 1500 cover she t
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
_~OT~_L OF PART_I~ENTER TO~~LNO~-TAXAB_~~~ST~IBUTIONS ON:INE 13 OF REV~_5~~ COVER SHE9T
,.-----"
m MBffBank
November 16, 2001
RE:
Estate Search
The Estate of:
Date of Death (D.D.D.)
RUTH K PAULUS
10/27/2001
To Whom It May Concern:
Identified below is the account information requested.
Account
Type
CHK
CD
CD
CD
M&T Rank a(,(,011Ot<; in which the decedent'<; name arpear<;'
Account Number Account Title Openfug Branch 0,0.0. Accrued Interest
Balances
(Includes A('(;L
Int.)
1164546 RUTH K PAULUS 4319 $6900.21 $.00
OPENED 2/93 SHIRLEY J WERT
31003910129707 RUTH K PAULUS 4319 $15,017.73 $17,73
OPENED 5/98 GEORGE W PAULUS OR
SHIRLEY WERT
RONALD E PAULUS
31003910230471 RUTH K PAULUS 4319 $15,048.20 $48.20
OPENED 2/99
31003910979730 RUTH K PAULUS 4319 $6403.43 $105,01
OPENED 8/00 SHIRLEY J WERT
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
A Safe Deposit Box titled in the Decedent's name existed at our HIGH STREET CARLISLE OFFICE. The Safe Deposit Box
Number is 0000423.
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you,
Sincerely,
M&T BANK CORPORA nON
BY: ~ lAA~~ i:u-L--L.l"~
Authorized Signature . U ~
DATE: I(~l&/O)
"Schedule E, Item 1 & Schedule F Items 1, 2 & 3"
Manufacturers and Traders Trust Company · 1100 Wehrle Drive. PO. Box 767, Buffalo. NY 14240-0767
.--'
~'
F~~r
Reference CD: 213037
First Union National Bank
Attn: Account Verifications
POBox 40028
Roanoke VA 24022-7313
November 19, 2001
MARTSON DEARDORFF WILLIAMS & ono
TEN EAST HIGH STREET
CRLISLE, Pi\. 17013
SUBJECT: Verification I Confirmation of Account and Balance Information provided for:
RUTH K PAULUS (SSN# 202-20-1946)
Date of Death: October 27, 2001
Dellosit Account Information
Account
Type
Account
Number
Date of Death
Balance
Average
Balance.
Date
Opened
Maturity Interest Accrued YTD Date
Date Rate Interest Interest Paid Closed
CERIIFICA IE OF DEPOSIT 247412051236472
LEGAL TITLE: RUTH K PAULUS
G PAULUS
R PAULUS
SHIRLEY J WERT
$15,000.00
6/27/2000 8/26/2002
$4.43
$90\.74
· Due to system limitations, we can only provide a twelve month average balance on depository accounts.
No Safe Deposit Box found for customer.
· Date of death balance does not include accrued interest.
· If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
made during that time period.
November 19, 200}
Date
Brenda Allen
Depository Representative
Servicenter Associate
Title
(540)563-7323
Phone Number
abs; ses
"Schedule F, Item 4"
~
B
@
-~
F.'FILESIDA T AFILE\ W1LLS\6759. WIL
LAST WILL AND TEST AMENT
I, RUTHK. PAULUS, of the Borough of Carlisle, Cumberland County, Pennsylvania, being
of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last
Will and Testament, hereby revoking any and all former Wills or Codicils by me made.
1.
I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance
taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall
be paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement
for any such tax so paid, even though on proceeds of insurance or other property not passing under
this Will.
2.
I give, devise and bequeath all of my estate, both real and personal property, in equal shares,
unto my children, GEORGE W. PAULUS, JR., RONALD E. PAULUS and SlllRLEY 1. WERT,
absolutely. I direct that my Executors shall convert my estate into cash and divide the same as set
forth herein, unless they shall agree otherwise.
3.
I nominate, constitute and appoint my said children, GEORGE W. PAULUS, JR., RONALD
E. PAULUS and SlllRLEY 1. WERT, or the survivors of them, as Executors of my estate.
4.
I direct that my Executors shall not be required to file a bond to secure the faithful
performance of their duties in any jurisdiction.
5.
I authorize and empower my personal representatives, in their sole and absolute discretion,
to purchase or otherwise acquire and retain any investments of which I die seized or any real or
personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or
grant options in regard to any or all property of any kind forming a part of my estate for such terms
R./r.P
R.K.P.
Page 1 of3 Pages
and such prices as they may deem advisable; to borrow money for any purposes connected with the
protection and preservation of my estate; to mortgage or pledge any real or personal property
forming a part of my estate or to join in or secure the partition of same; to compromise any claims
or demands of my estate against others or of others against my estate; to make distribution in kind
and to cause any share to be composed of cash, property or undivided fractional shares in property
different in kind from any other share; to employ agents, attorneys and proxies and to delegate to
them such power as my personal representative considers desirable and to pay reasonable
compensation for such services as may be rendered by such agents, attorneys and proxies; and to
execute and deliver such instruments as may be necessary to carry out any of these powers.
W WITNESS WHEREOF I have hereunto set my hand and seal this c:Q8M day of
LM. ,199~
<P~ 1r' &liuA -# (SEAL)
Ruth K. Paulus
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, have hereunto subscribed
our names as witnesses thereto, in the presence of the said Testatrix and of each other.
l' j {l.
I
/ -; "
Jl(rL1'//~
/ /; . ,:.....', . ,.,/-'" .-
/ _~, ,J.., -' r;,./ ..f j,"/ ,_'/4 ,.>',', /1 J
\";>'/1- L > ( . L L'.c " -' ':"L...?{.. . c..&~
v
I
I
Page 2 of 3 Pages
. .
C0Ml\10NWEAL TH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND )
I, Ruth K. Paulus, Testatrix, whose name is signed to the attached or foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary
act for the purposes therein expressed.
tP~ ~ (YGJ-,~.UL/
Ruth K. Paulus
Sworn ~d to and acknowledged before me by Ruth K. P_ aulus, the Testatrix, this
c0f)"""dayof . , 1995 ~
.J
; - -r
- N~'''r.. ":"al " . \
TOOaL ..;:~~~~ ,,;,,~ p,~ro I '/lM.JJL (f?c...., (1 J'KMJ
C::.ri:;:e a')ro C:..c.,":eja~'~,';:>'U~ 7 Notary Publtc
M c"m-n'cslon.... i' ",.8:;, NO.. <:4. I ~9
IY '\,<1 II l~ . ---
COMMONWEALTH OF PENNSYL VANIA )
: SS.
COUNTY OF CUMBERLAND )
We UJRI 1-1. 0ULUVI1N and ~f//I2LtY IN. AJ-IliJ2S
,
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw Ruth K. Paulus, the Testatrix,
sign and execute the instrument as her Last Will; that the Testatrix signed willingly and that the
Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of
us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our
knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no
constraint or undue influence.
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Yricia L. Ja~"f.'-' ".';J:Jrv P:;b!ic
CZ~f;:::':..? 2']"0 ,,--, '!;.~n;J~'d C(";unty
,'111\1 Conorf1:,::,,:,:y, ;; -,'" :-", i~ov. 2-:1. 1997
,1995.
Sworn or affirmed to and subscribed before
Page 3 of 3 Pages
'v /7-/R-tJ
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1U7 EX AFP <01-02)
Li,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-12-2002
PAULUS
10-27-2001
21 01-1008
CUMBERLAND
101
RUTH
K
DANIEL K DEARDORFF ESQ
MARTSON ETAL
10 E HIGH ST
CARLISLE PA 17013
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 =i6o-j-E;3f-AFP-foY=o2Y------...--iNHERIYANcE--TAX-STA-fEME-NT-cfF"-Ac-couiff--.-i.---------------- -- - --
ESTATE OF PAULUS RUTH K FILE NO.21 01-1008 ACN 101 DATE 08-12-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-27-2002
P R I NC I PAL TAX DUE: .....................................................
931. 81
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-25-2002 CDOO0796 44.74 850.00
07-08-2002 CDOO1383 .00 37.07
TOTAL TAX CREDIT 931.81
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IE IF PAID AFTER THIS DATE, SEE REVERSE
SIDE 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. )