HomeMy WebLinkAbout07-20-05
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601 I
PENNSYLVANIA ,
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT NO. CD 005595
FUNK UPTON K
9654 FOREST RIDGE ROAD
SHIPPENSBURG, PA 17257
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
_n_____ fold ---------- --------
101 I $7,786.78
ESTATE INFORMATION: SSN: 184-26-2594 I
FILE NUMBER: 2105-0079 I I
I
,
DECEDENT NAME: FUNK BEULAH K I ,
DATE OF PAYMENT: 07/20/2005 I ,
POSTMARK DATE: 07/20/2005 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 01/18/2005 I
I
TOTAL AMOUNT PAID: $7,786.78
REMARKS: UPTON FUNK
CHECK# 116
INITIALS: RSK
RECEIVED BY: GLENDA FARNER STRASBAUGH ,
SEAL
REGISTER OF WillS
REGISTER OF WillS
-'.._-~- > ~.-,-~-,."-'-
REV-f$'oO EX + (6-00) REV-1500 OFFICIAL USE ONLY
. COMMONWEALTH OF
PENNSYLVANIA FilE NUMBER
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN
DEPT. 280601 RESIDENT DECEDENT .ll 05 0079
HARRISBURG, PA 17128-0001 COUNTY CODe YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I- Funk, Beulah K. 184-26-2594
z
w DATE OF DEATH (MM.DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
C
W 01-18-2005 07-05-1913 I REGISTER OF WILLS
0 I
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( lAST. FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C
-. !
w ~ 1. Original Return o 2. Supplemental Return o 3. Remainder Return (date of death prior to 12-13-82)
~ o 4. Limited Estate o 5. Federal Estate Tax Return Required
lIt:~~ o 4a. Future Interest Compromise (date of death after
frl"8 12-12..s2)
%ii!...J [!J 6. Decedent Died Testate (Attach o 7. Decedent Maintained a Living Trust IAtlactl J 8. Total Number of Safe Deposit Boxes
u..m
.. copy of Will) copy of Trust}
"" o 9. Litigation Proceeds Received o 10 S::r.ousal Poverty: Credit (date of death between o 11. Election to tax under See. 9113(A) (Attach Sth 0)
. 1 ---31-91 ancl1-F95)
- g cQ~if't;=cUi!llfPlrmq!riiiI{Qllf._~~
~ NAME COMPLETE MAILING ADDRESS
z
w Jerry A. Weigle, Esquire
Q
z
Q FIRM NAME (If applicable)
.. 126 East King Street
"' Weigle & Associates, P.C.
w
il! Shippensburg, PA 17257
Q TELEPHONE NUMBER
u
(717) 532-7388
1. Real Estate (Schedule A) (1) None OFFICIAL USE ONLY
"-'
(2) ) Co,:)
2. Stocks and Bonds (Schedule B) None --~ 7J
coO (J1 r-,'l
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) - . ~, (,- :-::>
None "I" ;.::: c>
-,.,.:~ -~
4. Mortgages & Notes Receivable (Schedule D) (4) None -:c- ;---', r<) C::J
.~ ~::,-"'7J :-- ,fTl
',,,;.:z C) :-'~; CJ
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 186,950.17 '.~:) -,'! (=)
(Schedule E) -;, --n
6. Jointly Owned Property (Schedule F) (6) " - c .,
z None __c - ("'j
0 o Separate Billing Requested :)::---=-1 I"..., fll
j 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None > f<i C)
=' (Schedule G or L) 0 Separate Billing Requested u:.> .,
l-
ii: B. Total Gross Assets (total Lines 1-7) (B) 186,950.17
1'i 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 13,565.45
w
'"
1 O. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 345.21
11. Total Deductions (total Lines 9 & 10) (11) 13,910.66
12. Net Value of Estate (Line 8 minus Line 11) (12) 173,039.51
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has (13) 0.00
not been made (Schedule J)
14.NetValue Subject to Tax (Line 12 minus Line 13) (14) 173,039.51
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of line 14 taxable at the spousal tax rate, 0.00 x .00 (15) 0.00
or transfers under Sec. 9116(a)(1.2) -
z
0 173,039.51 .045 (16) 7,786.78
>= 16.Amount of Une 14 taxable at lineal rate x
~ -
=' (17)
0.. 17.Amount of Line 14 taxable at sibling rate 0.00 x .12 0.00
:;;
0
0 18. Amount of Line 14 taxable at collateral rate 0.00 x .15 (lB) 0.00
)(
~ 19. Tax Due (19) 7,786.78
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
,Il!. ~,~g" ]~L. tf:ijf~:,:'\;:1~iii4~~~~J~f,*':..
Copyright 2002 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00:
~~~
~~---~..'-,._.. ..-----...,,-,
Decedent's Complete Address:
STREET ADDRESS
206 East Burd Street
, !ZIP
CITY Shippensburg jSTATE PA 17257
,
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 7,786.78
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount 0.00
Total Credits (A + 8 + C) (2) 0.00
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + line 3, enter the difference. This is thEDVERPAYMENT. (4)
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 theTAX DUE (5) 7,786.78
A. Enter the interest on the tax due. (SA)
8. Enter the total of Line 5 + SA. This is theBALANCE DUE (58) 7,786.78
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.........................................................................m. 0 [!]
b. retain the right to designate who shall use the property transferred or its income~............................_... 0 [!]
c. retain a reversionary interest; or............................._.._........................n............................-................. 0 [!]
d. receive the promise for life of either payments, benefits or care?............................m................m........ 0 [!]
2. If death occurred after December 12, 1982. did decedent transfer property within one year of death without
receiving adequate consideration?...... ... ............ ... ........ .......... ..... ... .... .....n........... ..... ..... ..... ..n... .............. .... 0 [!]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ 0 [!]
4. Did decedent own an Individual Retirement Account. annuity. or other non-probate property which
contains a beneficiary designation? ........ ..... ........ ........._... ..... ................. ... n.. ..... .... ...... ..... ..... .n..... ........ ....... 0 [!]
IF THE ANSWER TO ANY OF THE ABOVE QUEsnONS IS YES, YOU MUST COMPLETE SCHEDULE G ANO FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare !hal I have examined this return, including accompanying sdledules and statements, and to the best of my knowledge and belief it is true correct and
com lele. Declaration of afef other than !he rso re resentative is based on all infonnation of which preparer has any knowla e. "
SIGNATURE OF PERSON RESPONSIBLE FOR F N RETURN ADDRESS DATE
Upton K. F 9654 Forest Ridge Road /"
Shippensburg, PA 17257 7-1S'-tJS
ADDRESS DATE
ADDRESS -JJ.....--():)
DATE
126 East King Street
Shippensburg, PA 17257
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)J.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. ~9116 (a) (1'.1) (ii)]. The statutedoes not exemDta 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 Jury 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S.
~9116 1.2) [72 P.S. ~9116 (a)(l)].
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.
ReY.15Oa EX+ (6-98)
*' SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONII'oeALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Funk, Beulah K. 21-05-0079
Include the proceeds of Utigation and the date the proceeds were received by the estate.
All property jointly-owned with 1he right of survivorship must be disclosed on SChedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Cash on hand 25.75
2 Coins - Appraised value 159.00
3 The Sentinel - refund 0.92
4 Thornwald Home - refund 30.00
5 M & T Bank Certificate of Deposit 3 #031003913794482 20,085.36
Accrued income on Item 5 through date of death 23.79
6 M & T Bank Certificate of Deposit 4 #031003914490758 29,827.48
Accrued income on Item 6 through date of death 33.45
7 M & T Bank Certificate of Deposit 5 #031003914540561 20,000.00
Accrued income on Item 7 through date of death 6.28
8 M & T Bank Certificate of Deposit 6 #031003914597934 10,000.00
Accrued income on Item 8 through date of death 29.46
9 M & T Bank Checking Account 97246239 - non-interest bearing 8.323.65
10 M & T Bank Savings Account #015004208620391 12.815.33
Accrued income on Item 10 through date of death 0.44
11 M & T Certificate of Deposit 1 Account #031003913321368 60,000.00
Accrued income on Item 11 through date of death 619.52
Total of Continuation Schedule(s) See attached page
TOTAL (Also enter on Line 5, Recapitulation) 186.950.17
(If mOre space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduteE (Rev. 6-98)
Rev-1508 ex.. (6-98)
. SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONlNEAL1HOf" PENNSYLVANIA continued
INHERITANCE TAX RETURN
RESIDENT DEceDENT
ESTATE OF IFILE NUMBER
Funk, Beulah K.
21-05-0079
ITEM DESCRIPTION VALUE AT DATE
NUM8ER OF DEATH
12 M & T Certificate of Deposit 2 #031003913321376 20,000.00
Accrued income on Item 12 through date of death 289.50
13 Episcopal Home - refund 1,250.00
14 Jewelry - appraised value 3.305.00
15 Personal Property - appraised value 110.00
16 Sprint - refund 15.24
TOTAL (Also enter on Line 5, Recapitulation) 186.950.17
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 ScheduleE (Rev. 6-98)
--"..
REV.11.S1 EX+ (12-99) *'
SCHEDULE H
COMMON\1\lEAl TH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Funk, Beulah K. 21-05-0079
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION
NUMBER AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 3,443.20
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2, Attorney's Fees Weigle & Associates, P.C. 9,228.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills, Cumberland County 367.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 527.25
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 13,565.45
Ccpyrighl (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleH (Rev. 6-98)
~_~__,._._,__,_"._ - '__..n -..-...,-,.
..'
Rev-1502 EX+ (6-98)
*' SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETlJRN
RESIDENT DEceDENT
ESTATE OF FILE NUMBER
Funk, Beulah K. 21-05-0079
ITEM
NUMBER DESCRIPTION AMOUNT
1 Carlisle Memorial Service - monument 570.00
2 Carlisle Memorial Service - monument lettering 36.00
3 Fogelsanger-Bricker Funeral Home 2.837.20
Subtotal 3,443.20
Copyright (c) 2002 fOlm software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98)
Rey.150i EX+ (6.98)
*' SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
COMMONII\IEALTH OF PENNSYlVANIA continued
INHERlTANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Funk, Beulah K. 21-05-0079
ITEM
NUMBER DESCRIPTION AMOUNT
1 American Gem Appraisers - appraisal of jewelry 180.00
2 Cumberland Law Journal - advertising Letters Testamentary 75.00
3 Edward Sollenberger - appraisal of coins 20.00
4 Linda K. Klein - notary fee 14.00
5 M & T Bank - estate checks 22.75
6 News Chronicle - advertising Letters Testamentary 92.75
7 Register of Wills, Cumberland County - filing PA Inlleritance Tax Return 15.00
8 Register of Wills, Cumberland County - filing Family Settlement Agreement 75.00
9 Weigle & Associates, P.C. - reimbursement for postage, xerox copies, and long 32.75
distance telephone calls
Subtotal 527.25
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 ScheduleH.B7 (Rev. 6-98)
,--~--,_._. -..,..---.--.
Rev-1512 EX+ (6-981
'* SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
C~TH OFPENNSYLVANtA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Funk, Beulah K. 21-05-0079
Include unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Continuing Care Rx 71.95
2 Lancaster HMA Physicians Management Center 76.18
3 M & T Bank Checking Account 97246239 - check clearing after date of death 41.78
4 MCI 11.02
5 MCI 7.46
6 RPC Associates 33.82
7 West Shore EMS-BLS 103.00
TOTAL (Also enter on Line 10, Recapitulation) 345.21
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule I (Rev. 6-98)
REV-1513 EX+ (9-001 *'
SCHEDULE .J
COMMON~TH OF PENNSYlVA.NIA. BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Funk, Beulah K. 21-05-0079
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER DECEDENT
PERSON(S) RECEIVING PROPERTY Do Not Ust Trustee(s) (Words) ($$$)
I. TAXABLE DISTRIBUTIONS [include outright SCOUS.I
ctistributionsg and ransfers
under Sec. 116(.)(1.2)J
See attached schedule
Total 173,039.51
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropnate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-15DD Schedule J (Rev. 6-98)
SCHEDULE .J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Beulah K. Funk 184-26-2594 01/18/2005
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
1 Cassidy Funk Granddaughter Specific Bequest 10.00
205 Hickory Lane
Shippensburg, PA 17257
2 Doris P. Funk Daughter-in-Law Specific Bequest 185.00
9654 Forest Ridge Road
Shippensburg, PA 17257
3 Upton K. Funk Son 3/6 of Residue 84,812.26
9654 Forest Ridge Road
Shippensburg, PA 17257
4 Melissa Hastings Granddaughter Specific Bequest 400.00
424 Larry Drive
Harrisburg, PA 17109
5 Rebecca S. Hastings Granddaughter Jewelry (940.00) plus 29,210.75
424 Larry Drive 1/6 of Residue
Harrisburg, PA 17109
6 Pamela J. Hawkins Granddaughter Jewelry (475.00) plus 28,745.75
894 County Road 79 South 1/6 of Residue
Eufaula, AL 36027
7 Rebecca Ann Hawkins Granddaughter Specific Bequest 400.00
894 County Road 79 South
Eufaula, AL 36027
8 Armantha L. Hixson Granddaughter Specific Bequest 240.00
1036 S. Valley Road
Crystal Spring, PA 15536
9 Lynn M. Hixson Granddaughter Jewelry (700.00) plus 29,035.75
1036 S. Valley Road 1/6 of Residue
Crystal Spring, PA 15536
Total 173,039.51
1
LAST WILL AND TESTAMENT
I, BEULAH K. FUNK, of 254 Big Pond Road, Shippensburg, Cumberland County,
Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and
declare this my Last Will and Testament, hereby revoking and making void all wills by me at
any time heretofore made.
FIRST. I order and direct the payment of all my legally enforceable debts and
funeral expenses as soon as may be convenient after my decease.
SECOND. I give, devise and bequeath all my estate, real, personal and mixed,
whatsoever and wheresoever situate, as follows:
A. THREE-SIXTHS (3/6) of my estate to my son, UPTON K. FUNK;
B. ONE-SIXTH (1/6) of my estate to my granddaughter, LYNNE HIXSON, on
a per stirpes distribution basis;
C. ONE-SIXTH (1/6) of my estate to my granddaughter, PAMELA
CRA WSHA W HAWKINS, on a per stirpes distribution basis;
D. ONE-SIXTH (1/6) of my estate to my granddaughter, REBECCA
CRA WSHA W HASTINGS, on a per stirpes distribution basis.
THIRD. In the event that my son, UPTON K. FUNK, should predecease me or is not
living on the sixtieth (60lh) day following my death, I then give, devise and bequeath the share
of my estate that he would have received, in equal shares, as follows:
A. ONE SHARE to DORIS P. FUNK to be held IN TRUST for BRIAN F. FUNK.
I direct that any bequest or share of my estate that passes to my grandson,
BRIAN F. FUNK, be held IN TRUST, as hereinafter provided.
B. ONE SHARE to CHARLES FUNK on a per stirpes distribution basis;
C. ONE SHARE to LYNNE HIXSON on a per stirpes distribution basis;
D. ONE SHARE to PAMELA CRAWSHAW HAWKINS on a per stirpes
distribution basis;
E. ONE SHARE to REBECCA CRAWSHAW HASTINGS on a per stirpes
distribution basis;
,/) .' _." I-,t; L(SEAL)
MARK, WEIGl-E AND PERKINS _ ATTORNEYS AT LAW - 126 EAST KING STREET ~ SHIPPENSBURG, PA 17257-1397
F. ONE SHARE to DORIS P. FUNK on a per stirpes distribution basis.
FOURTH. I give and bequeath said Brian Funk's share, as per Paragraph TIDRD
of this my Last Will and Testament, to and appoint as Trustee of any property which passes
under this Will or otherwise, ALL-FIRST BANK, AS TRUSTEE, NEVERTHELESS, to
invest and re-invest the same, with the following powers in addition to those presently given
bylaw:
A. The power to expend the income towards the health, support and
maintenance, and education, including a college (both undergraduate
and graduate), trade, business or technical school education, of the said
beneficiary;
B. The power to expend the principal, within the discretion of the said
Trustee, if the income is insufficient, towards the health, support and
maintenance, and education, including a college (both undergraduate
and graduate), trade, business or technical school education, of the said
beneficiary;
C. The power and obligation to distribute the balance of principal and
interest, if any remaining, upon the said beneficiary's death, to my
remaining grandchildren, on a per stirpes distribution basis, with the
exception of James S. Crawshaw, whom I intentionally omit from
taking any share whatsoever under this my Last Will and Testament,
without the necessity of a formal adjudication of the Trustee's Account
in the Court of Common Pleas of Cumberland County, upon the receipt
of a good and valid release;
FIFTH. I nominate, constitute and appoint my son, UPTON K. FUNK, to be the
Executor of this my Last Will and Testament; ifhe be unable to fulfill the duties of Executor,
I then nominate, constitute and appoint ALL-FIRST BANK to be the Executor of this my Last
Will and Testament.
SIXTH. I direct that neither my personal representatives nor Trustees shall be
required to give bond for the faithful performance of their duties in any jurisdiction.
IN WI1NESS WHEREOF, I, BEULAH K. FUNK, have hereunto set my hand and
seal to this my Last Will and Testamenl, written on two pages, the first page signed for
identification only, this I ~day of (b{Vl(,.v'1 ,2000.
, " : ( ,.;-':'- ~ ,/ (, . ?\_. h--(SEAL)
MARK. WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
This instrument was by the Testatrix, on the date hereof, signed, published and
declared by her to be her Last Will and Testament, in our presence, who at her request and in
the presence of each other, we believing her to be of sound and disposing mind and memory,
have hereunto subscribed our names as witnesses.
Q)
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
I, BEULAH K. FUNK, the person whose name is signed to the 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.
,/ /1, >1:.'H-"'L__
...., .
,. /bJ ~tHh
Sworn or affirmed to and acknowledged
before me by BEU~' the Te;;tatrix,
this } 1z6day oU- ' ,200 .,.:
C'} D 0)^- " ;'
, \
I.
l'JOTARI.<\LSEAL
Jen>, A. Weigle. Notary Public
Shir,D"n,< ,jig, P/\ Cumberland County
~'Lc::,r. ')ct"hel 07 2002
MARK, WEIGLE AND PERKINS _ ATTORNEYS AT LAW ~ 126 EAST KING STREET - SHIPPENSBl.,JRG. PA 17257_1397
COMMONWEALTH OF PENNSYLVANIA
: ss.
COUNTY OF CUMBERLAND
We, / I ~\ .~C\.tLl'C' ~ .tl 'K -( vrn..e. ,
the witn~se whose names are signed to the foregoing instrument, being duly qualified
according to I w, do depose and say that we were present and saw BEULAH K. FUNK, the
Testatrix, ign d execute the instrument as her Last Will; that she signed willingly and that
she executed it as her free and voluntary act for the purposes therein expressed; that each of
us in the hearing and sight of the Testatrix, signed the will as witnesses; and that to the best
of our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound
mind and under no constraint or undue influence.
QrdQA
-
,
,2000.
;
i
I
NOTARIAL SEAL
Jerry A. Weigle. Notary Public
ShippSflsbL~fq. PA (,~;~mbcrtand County
,Mv CQ!D!;>'"' \!.11 .f":".',;' '<; OrJ2ber 07 2002
MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - 5HIPPENSBURG, PA 17257-1397
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SAFE DEPOSIT BOX
COMMONwtALTH O. PENNSYLVANIA
DEPARTMENT Of REVENUE INVENTORY
INHUn'AHa' TAX DIVISION
POST OfFICE &OX 8327
HARRIS8t1RG, fA J1l~27
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(STATE) (ZIP CODE)
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(STREET ADDRESSI (CITY) (STATE) tZIPCODEI
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G. b. (NAME)
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(STREET ADDRESS)
(STATE) (ZIP CODE)
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WAS A WI~L IN tHE ~OX? DYES }Il&O If "'" a. Dat. of wfll:
.,. Norn. and add.." Of pertonal repq..ntotlv., If' namecf In the wrlr
IN......)
(STREET ADDRESS) (CITYI 1 (SlATE) (ZIP CODE)
c. Name and add..... of ClHarn.y, If any
(NAME)
ISTREET ADDRESS) (CITY) (STATEI (ZIPCODl'I
Page of~
SAFE DEPOSIT BOX INVENTORY
INSTRUCTIONS
(1) Cash: Report total only. \
(2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stacks are ~
to be designated by name of company, certificate number, date of certificate, name in which stock is registered,
and number of shares and class of stock.
(3) Obligations of U. s. Government: Number of items, date of issue, face value, names in which registered
and type of OWriership, i.e., jointly held, payable on death, etc.
(4) Bonds: Designate by name,. amount, serial number, or ather designation. (Bearer Bands)
(5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in
book, nome of bank and branch, and balance.
(6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible_
(7) D..ds., Mortgage., Curren" Insurance Policies or other evidences of indebtedness: List and describe as
. fully as possible. :
(8) All other contents.
ITEM DESCRIPTION.
,
I certify under penalty of perjury that the above record js correct and complete to the best of my know edge
and belief.
Signature Dal.
,
Prfnt Name and Tltl.
NOTE: Attach additional 8 'h" x 11" sheet(s)If necessary or use duplicates of this page of form.
Page of
SAFE DEPOSIT BOX INVENTORY
INSTRUCTIONS
111 Ca.h: Report 10101 only. .
12) Stacks: Lisl in delail every cammon or preferred certificale, warranl or other rights found in box. Stacks are
to be designated by name of company, 'certificate- number, date of certificate, name in which stock is .registered,
and number of shares and class of slack.
(3) Obligations of U. s. Government: Number of items, date of issue, face value, names in which registered
and type of ownership, i.e., jointly held, payable on death, etc.
(4) Bonds: Designate by name,_ amount, serial number, or other designation. (Bearer Bands)
IS) Bank and Saving. and Loan Pa.sbooks: Stale name of deposilor, number of book, lasl dale appearing in
book, name of bank and branch, and balance.
(6) Jewelry, Coins, Stamps, Manu.crlpts, etc: Lisl and describe as fully as possible.
(7) D..d., Mortgage., Current Insurance polier.. or other evidence. of indebtedness: Lis' and describe as
fully as possible.
(8) All other contents.
ITEM DESCRIPTION
at the above record is correct and complete to the b.st of my ~nowle:9.~
Slunafur. Date
IJro ..... \<. P <J;.y( E..,.,.'"lPfto..
Print Hpme and Titl.
NOTEI Attach addltlonaISY." x 11" sheetlsllf necessary or use duplicates of thl. page of form.
.' r! M&fBank APR - 7 2005
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349
Fax (302) 934-2955
April 4, 2005
Weigle & Associates PC
Attorneys At Law
126 East King Street
Shippensburg, Pennsylvania 17257-1397
Re: Estate of- Beulah K Funk
Social Securitv: 184-26-2594
Date of Death: Januarv 18. 2005
Dear Sir or Madam:
Per your inquiry dated March 21, 2005, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
I. Type of Account Checking Account
Account Number 97246239
Ownership (Names oj) BeulahKFunk
Upton K Funk, POA
Opening Date 01/28/80 ClasedOI/27/05
Balance on Date of Death $8.323.65
Accrued Interest $ 0.00
,___________________________________u__________________________________________________n_
Total $8,323.65
2, Type of Account Savings Account
Account Number 015004208620391
Ownership (Names oj) Beulah K Funk
Upton K Funk, POA
Opening Date 10/25/96 Clased 01/27/05
Balance on Date of Death $12,815,33
Accrued Interest $ 0.44
Total 77
3. Type of Account Certificate of Deposit
Account Number 031003913321368
Ownership (Names oj) Beulah K Funk
Upton K Funk, POA
Opening Date 08/03/04
Balance on Date of Death $60,000.00
Accrued 1merest $ 619.52
Total ~$6ifi;19"jT--------------------------------------------------------
4. Type of Account Certificate of Deposit
Account Number 031003913321376
Ownership (Names oj) Beulah K Funk
Upton K Funk, POA
Opening Date 08/03/04
Balance on Date of Death $20,000.00
Accrued 1merest $ 289.50
Total -$T0,289~50-- .---.------ ------------
5. Type of Account Certificate of Deposit
Account Number 031003913794482
Ownership (Names oj) Beulah K Funk
Upton K Funk, POA
Opening Date OS/24/99 Closed 01/27/05
Balance on Date of Death $20,085.36
Accrued 1merest $ 23.79
Total .. $20,T09:15----- .________n____._____________
~_..-..~.--.,---,.._----~-_..~ - ~-_.--,-~_. _._~___u___,_u_._.._ ,,'.....'___....'...____'......._._._. ....'_,___.
6. Type of Account Certificate of Deposit
Account Number 031003914490758
Ownership (Names of) Beulah K Funk
Upton K Funk, POA
Opening Date 1I/20/95 Closed 01/27/05
Balance on Date of Death $29,827.48
Accrued Interest $ 33.45
Total $29,860.93""---- -.. .......- .-.-.-. . un. _n""'."______......,..
7. Type of Account Certificate of Deposit
Account Number 031003914540561
Ownership (Names of) Beulah K Funk
Upton K Funk, POA
Opening Date 10/15/96
Balance on Date of Death $20,000.00
Accrued Interest $ 6.28
Total -s20:00i;j-S-------------.---------------------.---..----------.
8. Type of Account Certificate of Deposit
Account Number 031003914597934
Ownership (Names of) BeulahKFunk
Upton K Funk, POA
Opening Date 02/25/98
Balance on Date of Death $ 10, 000. 00
Accrued Interest $ 29.46
Total $10;029.46-u m ..__ .....U..__m__ .....__
* For further accouut informatiou, regardiug ownership, closures andlor reimbursement of funds, etc., please call
the Walnut Bottom Office # 717-532-2414.
Sincerely,
'l{cU~{~
Nancy Clagett
Records Management
Unl
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Estate of Beulah K. Funk 'Y,,01>r,'(;,.
Coin Appraisal
(1) 1967 JFK Half @ Loo = v/LOO u w1 ~
(4) 1979 SBADollars @ 1.00 = I '~.OO V. )C
(1) 1971lke Dollar @ 1.00 = v-1.00 P "i-
(2) 1964 JFK Halves @ 2.25 = \/4.50 t.{ y..
(I) 1922 Silver Dollar VF @ 6.50 = v 6.50 L 'I-
(1) 1923 Silver Dollar VF @ 6.50 = v-6.50 J-. 'I-
(1) 1924 Silver Dollar AU @ 7.50 = v 7.50 .4. )<f
(1) 1878 7 tf Silver Dollar G @ 8.00 = v8.00 R. y...
(I) 1882-0 Silver Dollar AG @ 6.00 = V6.00 f )L
(I) 1891-0 Silver Dollar G @ 7.00 = 0.00 f )(.
(1) 1904-S Silver Dollar VG @ 15.00 = v 15.00 v.. )(
(1) 1904 Silver Dollar VF @8.00 = v. 8.oo",~
(Above Coin Has Gouge on Liberty's Ear)
(1) 1883 Silver Dollar AU @ 13.00 = v13.oo \.{ 'J.
(1) 1886 Silver Dollar BU @ 16.00 = V16.00urn i--
(1) 1890 Silver Dollar AU @ 13.00 = v13.00 !- ;t
(I) 1898 Silver Dollar XF @ 12.00 = v12.00 f'
(I) 1891 Silver Dollar VF @ 10.00 = vl0.00 f< 'I...
(1) 1891 SilverDollarBU @ 20.00 = v 20.00 t.{
Total $ 159,00
Appraisal Prepared 4m05 by:
Ed Sollenberger
3036 Letterkenny Road
Chambersburg, PAl 7201
~ .
(717) 264-5709 or 264-8869
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INSURANCE APPRAISAL
We herewith certify that we have this day carefully examined the following listed llnd described articles, at
the request of:
Name: ESTATE ofBeulab K. Funk.
Address: 206 East Bird St.
Shippensburg, PA 17257
Date: 0211 1/05
W<(J)1r~: fF<(J)~ lE~1l'A1f'IE 1P'{[JlW'<(J)~lEJD) ]]}llVllJD)!E 'If'IHUB: A~iI\o)ll.JN1f'~ UN nITAILJ1".
In making this appraisal, we do not agree to purchase or replace the articles. This Ilppraisal is intented
for the function of insurance coverage only. The values stated are a fuir indication. of the replacement
costs for the items described in the report.
It is understood that the items described is this report belong the the above, and thnt the manner of
acquistion can be fonnally stated by the above named. American Gem Appraisers and the appraiser )
do not research ownership. .
The total retail replacement cost for the appraised items does not include sales tax or other charges
which might be payable. The value conclusions may be subject to limiting conditions set forth in the
body of the accompanying report.
This appraisal report consists of four pages. It must be intact and in its entirety to be valid.
These records are confidential. We will not permit access to them without your Btlthorization. In
order to avoid any misunderstanding this report must be used only in its entirety.
It has been a pleasure serving you. We look forward to helping you with any of your future jewelry
appraisal needs.
. .'
Keith Baker, Graduate Gemologis1:(G.I.A.) . .
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.....:::..:. ~.... - .~ -j ~,=~.
Repty._~o:303~'.':'.oi ~.burg, PA 17109 (717) 564-7930
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05/06/05 FRI 11:11 FAX 691 5796 GUIDE
li!Io05
AMERICAN GEM APPRAISI~RS
3113 Paul Dr. Harrisburg, PA 17lil)9
717-564-7930 Fax 717-564-3983
CURRENT ESTIMATED RETAIL REPLACEMENT VALUE
One (1) ladies diamand and ruby ring. The maunting is 14kt white gold. Po...J>.J\ V
There are eight rubies with a total approximate ruby weight of .80 ct. 5350.00 \-\~A-
One (I) center round diamond weighing apprmcimllte .20 ct. Color
grade range is G to H. Clarity grade range is VS2 to SIlo
One (1) ladies diamand ring. The maunting is 18kt white gold. Twa
round brilliant cut diamands are maunted in the top .of this ring. One .of ' V
the diamands is approximately .25 ct. in weight. The other diamand is 5900.00 /~~~l I'
approximately.33 ct. in weight. aarity range for both these diamonds f-{CAS+"'"'15
are S12 to II. Color grade range is G to H. Two small marquise dia-
monds accent the sides of the mounting for a total weight of approxi-.
mately .14 ct.
tOne (1) ladies gold plated bangle bracelet. Width 16mm. 540.00 ~~
One (1) ladies ruby and diamond pendant with 14kt gald chain. The
gald chain is 18 inches. The pendant is lOkt gold. There are a tatal of
thirteen rubies for a total approximate weight of 1.20 ct. Eight small dia- $400 00 tNte-(f9"':'V,
mond chips accent the center ruby. Approximate total diamond wei!:bt . /.{rA..s-t;t"'f/"
is .04 ct.
One (1) ladies 14kt diamond solitaire pendant and chain. The chain j,s
18 inches in 14kt yellow gold. The round brilliant cut diamond is ap., $240.00
proximate .i5 ct. in weight. Clarity grade is VS2 to SIl. Colar gradl~ fVL~ ( (1lyStW'I
range is G to I.
APPRAISER: KEITH BAKER, GRADUATE GEMOLOGIST(G.LA.) , _
. '.
.... .. . ~ .- ~
- ,..-' "~J
.-
, FRI 11:11 FAX 691 5796 uU1U~
AMERICAN GEM APPRAISlCRS
3113 Paul Dr. Harrisburg, PA 17109
717-564-7930 Fax 717-564-3983;
CURRENT ESTIMATED RETAIL REPLACEMENT VALUE
One (1) ladies I4kt white gold diamond solitaire pendant and chain.
The chain is 18 inches in 14kt white gold. The round brilliant cut diu.- 5400.00 y'
mond is approximately .25 ct. Clarity grade range is SIl to 8I2. Color 'B~<-f IL,.,....S. '..
grade range is G to H. -\-IP-J'
One{I) ladies gold filled pearl pendant and chain. The chain is 18 510.00 Y
inches. The pearl is a round cultured pearl measuring 8mm. The pearl is CJLS<;tJ.. '( r:;..,.... 11'
discolored from years of wear.
One (1) ladies I4kt gold amethyst ring. The mounting is a filigreeulI
styling but is worn very thin. This amethyst is a marquise cut measm'ing 525.00 P'^-1',..ro. t
9mm x 6mm. This amethyst is veJY abraded and chipped. ~ t-' . -
One (1) ladies I4kt white gold diamond band. This gold band bas five
round diamonds bead set across the top. Total diamond weight is ap,. .p~ 'i
proximately .10 ct Note: the bottom of this ring has been cut for sizing. $80.00 ~ ~rI;S I \
One (1) amethyst pendant in silver. The mounting is sterling silver. The P N>--\
amethyst is an oval shape measuring 9mm x 12mm. $20.00 ~ /lJ-n> 'y.
One (lpr) 14kt white gold diamond earrings. The posts are screw balck
with matching earring backs. The diamonds are round brilliant cuts both $700 00 Lx., 1\1\ ~ \j
approximately 4.1mm rounds or a total weight of about .50 ct. Colo:r . H'Tpu\ I'
grade range is G to H. Clarity grade range is VS2 to SIt.
One (lpr) 14kt ruby and diamond earrings. The center diamond on both ~
of these earrings. is approximately .08 ct. To~ ruby weigh is approxi- 5140.00 brf.s 0
mately .50 ct. WIth a total of twelve small rubles. ~((.:
All jewelry was graded in the mounting~.
'. .
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APPRAISER: IuaTH BAKER, GRADUATE GEMOLOGIST{G.I-4i ~ _ ;., i
-: -. -!:'
. _.... .. ... v ... ~):.- ::1
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-,-
APPRAISAL OF THE FOLLOWING FOR THE ESTATE OF BEULAH K. FUNK.
206 EAST BURD STREET. SHIPPENSBURG. PA ON MARCH 7. 2005:
Plank bottom chair (paint-decorated by C. Gibbs Barbour) $ 45.00
J. Raymond Smith Footstool $ 65.00
TOTAL: $ 110.00
APPRAX
~~e
Dennis L. Gotshall, Auctioneer/Prop.
Dan Hershey Auctioneering Service
PA Lie. #AU-002306-L
3 Brown Road
Shippensburg, P A 17257