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HomeMy WebLinkAbout09-15-05 .. REV-1500 EX + (6-00) CAPS HpRL EplO CRAC KOTK ES C P o 0 R N R 0 E E S N T C o M P T U A T X A T I o N REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT l' OFFICIAL USE ONLY o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Rin er William P. DATE OF DEATH (MM-DD-YEAR) FI'A N~MBER ---.blJ OS COUNTY CODE YEAR SOCIAL SECURITY NUMBER 168-01-09$5 THIS RETURN MUST BE FILED I DUPLICATE WITH THE 08'JS NUMBER REGISTER OF 'WILLS SOCIAL SECURITY NUMBER X 1. Original Return 4. Limited Estate X 6. Decedent Died Testate 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust 0 (Attach copy of Will) o 9. Litigation Proceeds Received 010. 3. ate of death . Remainder Return p ior to 12-13-82) 5. Federal Estate Tax Rbturn Required 8. Total Number of Safe! Deposit Boxes (Attach copy of Trust) Spousal Poverty Credit 0 11. Election to tax under ~ec. 9113(A) (date of death between 12-31-91 and 1-1-95) (Attach Sch 0) .":'1"HJ$'SE.C'1"tQN'.MY$;Jt..J:jIt'.~MPl.lerrEP;.Aljl"'C:Q88e$'PQNtJeNce&YcQNFIQ.eN;JtJ"C;Jtj.X'INf'QRMA;JtIONSHQULO' EiOIRECTEO..TO: NAME COMPLETE MAILING ADDRESS Ro er B. Irwin Es FIRM NAME (If Applicable) IRWIN & McKNIGHT TELEPHONE NUMBER 60 West Pomfret Street West Pomfret Professional Bldg. Carlisle, PA 17013 R E C A P I T U L A T I o N 17 249-2353 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) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) ( 1) (2) (3) None None None (4) (5) None None (6) 193,949.75 None 12,205.47 None SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)( 1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 0.00 181,744.28 0.00 0.00 X X X X .0 0 .0 45 .12 .15 Copyright (c) 2000 form software only The LaCKner Group, Inc. USE ONLY~ i "J -} ;nFl - .) (Jl :"<l N -:) (8) 193,949.75 (11) 12,205.47 (12) ,181,744.28 (13) (14) i181,744.28 (15) (16) (17) (18) (19) 0.00 8,178.49 0.00 0.00 8,178.49 Form REV-1$00 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1 Lon sdorf Wa CITY Carlisle STATE PA Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 8,178.49 408.92 Total Credits ( A + B + C) (2) 408.92 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnterestlPena/ty ( 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 Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 7,769.57 0.00 7,769.57 ;;;;;,c;;,::::::.mw;,.:::\:,:,:\\\\;,,\::\'\::\:":,:,;!-\:,\::::,::,:;\\:.:,\:,:,::\:;'@,:::::mm,m:,:,':,:':,::,.',,'''>''';:;;;';:::::::;;;';;;',,""""""";:,:\:,:,:,,;:I:::;:;;:,:,:,':,:,\:\:\:,,:Hi':Hi 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; . . . . . . . . . . . . . . . ~ ~ b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . ., 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ...... 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . ... . . . . . . . . . . . 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. , [JJ [!J U] Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SI ATURE:F Ptz.ON ( ESPONSIB~:R FILING RETURN . _ _~~~~~~~?'_~~;~_~ _ ?P_~ !~,g. _I3-?~_<! _ _ _ _ _ _ _ _ _ _ _. _ _. _. __ Carlisle, PA 17013 IRWIN & McKNIGHT 60 West Pomfret Street - - C~riisie- -- FA" rial 3- n h .h_ - n_. --- - -- -. - - - -- D,!:.,TE TURE OF PREPARER OTHER THAN REPRESENTATIVE WO{6 {/ I DATE For dates of eat 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 is 3% [72 P.S. 9116 (a)(1.1) (i)]. . For dates of death on or after January 1, 1995, the tax rate imposed 0 [72 P .S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to i and filing a tax return are still applicable even if the surviving spouse i~ For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased c~ parent. an adoptive parent, or a stepparent of the child is 0% [72 P.S. The tax rate imposed on the net value of transfers to or for the use of t [72 P.S. 9116(aX 1)). The tax rate imposed on the net value of transfers to or for the use of t ~~ ._.. ,. _' ._. ~,16(aX1.3)]. 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 RE V-1600 EX (Rev. 6-00) tJAP D se of the surviving spouse is 0% ltory requirements for disclosure of assets t death to or for the us~ of a natural 3. .Aus;r . except as noted in 72 Ip.S. 9116( 1.2) REV-1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William P. Ringer SCHEDULE F JOINTL V-OWNED PROPERTY FilE NUMBER SS# 168-01-0985 08/13/2005 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATION~HIP TO DECEDENT A. Jean R. Lewis 881 Alexander Spring Road Daughter Carlisle, PA 17013 B. c. JOINTLY -OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank DATE OF DEATH DECD'S VALUE OF account number or similar identifying number. NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DEdEDENTS INTERES 1 M&T Bank - Checking Account 92,262.79 50.00% 46,131. 40 - 1078771 2 M&T Bank - Certificate of 50,825.87 50.00% 25,412.94 Deposit - 031003910888808 3 Sovereign Bank - Checking 41,793.22 50.00% 20,896.61 Account - 2891033027 4 Sovereign Bank - 101,508.79 50.00% 50,754.40 Certificate of Depos it - 3385084623 5 Sovereign Bank - 101,508.79 50.00% 50,754.40 Certificate of Deposit - 3385087899 , , I , TOTAL (Also enter on line 6, Recapitulation) $ 193,949.75 T (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems. Inc. Form REV-1!S09 EX (Rev. 1-97) REV-1511 EX +(1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COM MONWEAL TH OF PEN NSYL VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William P. Ringer Debts of decedent must be reported on Schedule I. ITEM NUMBER A. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip B. 2. 3. FILE NUMBER SSfF 168-01-0985 08/13/2005 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES: Hoffman-Roth Funeral Home - Funeral 5,247.00 2 Sunnyside Restaurant - Funeral 178.47 Year(s) Commission Paid: Attorney's Fees IRWIN & McKNIGHT 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 6,500.00 4. Probate Fees 5. Accountant's Fees 6. 7. 1 250.00 Tax Return Preparer's Fees Other Administrative Costs Register of Wills - Filing Fee 30.00 TOTAL (Also enter on line 9, Recapitulation) $ 12,205.47 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) REV-1513 EX + (9-00) SCHEDULE J BENEFICIAR IES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William P Ringer 5S1/: 168-01-0985 08/13/2005 NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] Christopher J. Lewis 881 Alexander Spring Road Carlisle, PA 17013 1 2 Jean R. Lewis 881 Alexander Spring Road Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Grandson Daughter FILE NUMBER AMOUNT OR SHARE OF ESTATE 1/3 Remainder 2/3 of Remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 0.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group. Inc. Form REV-1513 EX (Rev. 9-00) ROBERT W. CRITCHFIELD ATTORNEY AT LAW 11 a W. MAIN STREET SOMERSET, PA 15501 , , W ILL I, WILLIAM P. RINGER, presently of the Village! of New I Centerville, R.D. #3, Rockwood, Pennsylvania, S.S.#168-0~-0985, I declare this to be my last Will and revoke any Wills previously made by me. ITEM I: I direct my Executor to cause to be p~id as soon as convenient after my death all of my just debts, the costs of administration of my estate, and the expense of my fu~eral. ITEM II: I give, devise and bequeath all of my estate of every nature and wherever situate to my wife, ALICE LaRUE RINGER, provided she shall survive me by sixty (60) days. ITEM III: Should my wife, Alice LaRue Ringer, pre- decease me or die on or before the sixtieth day following my death, I give, devise and bequeath all of my estate of every nature and wherever situate as follows: A. Two-thirds (2/3) thereof to my daughter JEA~ RINGER LEWIS, if she is then living; and should my daughter Jean Ringer Lewis not then be living, this share of my estate shall be distributed as part of clause B of this Item III. I., /-)\/') j/t,{lt~(;,.., , J'~ \\.; ., ,,,1.( 'I William P. Ring~r ,.} Page 1 of 4. ROBERT W. CRITCHFIELD ATTORNEY AT LAW 118 W. MAIN STREET SOMERSET. PA t5501 1 r B. One-third (1/3) thereof to my grandson, CHRISTOPHER JOHN LEWIS, if he is then living; and should my grandso~, I Christopher John Lewis, not then be living, this share df my estate shall be distributed as part of clause A of this 'Item III. ITEM IV: I direct that all taxes which may b~ assessed I in consequence of my death of whatever nature and by wha~ever jurisdiction imposed, shall be paid as a part of the exp~nse of the administration of my estate. ITEM V: I appoint my Executor, guardian of ant property which passes to a minor and with respect to which I am a$thorized to appoint a guardian and have not otherwise specificallt done so. Such guardian shall have the power to use principal as well as income from time to time for the minor's education, supp~rt and welfare. ITEM VI: I appoint my wife, ALICE LaRUE RINGE~, Executrix of this my last Will. Should my wife, Alice LaRue Ringer, fail to qualify or cease to act, I appoint my dau~hter, JEAN RINGER LEWIS, Executrix in her stead. Should both m~ wife, Alice LaRue Ringer, and my daughter, Jean Ringer Lewis, fail to qualify or cease to act, I appoint my grandson, CHRISTOPH~R JOHN LEWIS, Executor hereof. Should all of the foregoing pers?ns fail to qualify or cease to act, I appoint the PITTSBURGH NATIONAL BANK as substitute Executor hereof. /1/ ,i. /.. ~~ /' /. ....) \!/~l':/:)'" '._ ~. ": . ~~\~iJ.ii~:- P: "Ri~:gfl;( Il, n.......__ "l _-'= J1 ROBERT W. CRITCHFIELD ATTORNEY Ai LAW t 18 W. MAIN STREET SOMERSET. PA 15501 ITEM VII: I direct that neither my personal repre- sentative nor guardian shall be required to give bond for the faithful performance of their duties in any jurisdiction. seal this day of IN WITNESS WHEREOF, I have hereunto set my ha~d and 9th ) ...".......~... ";?t.~,,,,'s-""" j n .: ?e-/"'''' _, ."" " . ,.. / ::./'_/'"!.c--;~..---c____~.<..-.. Wi tne"ss G' /? ~ ~~~-~ ~. v t/ Witness August Z' // "c,. ~ '/' It; ..~."'.~ "" . . ~, Page 3 of 4. , 1984. .,......I~ f-l k',jJ , '" (SEAL) ROBERT W. CRITCHFIELD ATTORNEY AT LAW 118 W. MAIN STREET SOMERSET. PA 15501 , , ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF SOMERSET We, WILLIAM P. RINGER, ROBERT W. CRITCHFIELf and REGENA L. ROSS , the Testator and witnesses respectively whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersi~ned authori ty that the Testator signed and executed the instriument as his last will and that he signed willingly, that he executed as his free and voluntary act for the purposes therein expr~ssed, and that each of the witnesses in the presence and hearing of the Testator, signed the Will as witness and that to the best of their knowledge, the Testator was at the time eighteen years o~ age or older, of sound mind and under no constraint or undue in~luence. TESTATOR: /~// . :1/'//' c",.) Q(-) /.":"<,,,-~,l.', .~.'-.., ~,\V,-' t-i""I>t"tI "-r~ /\ ~. '.. --L-, ',,', i -, / ,A,/,,<~v v::"'- =c;/~ / / ../ 4~~-- X )c::~,-- WITNESS: WITNESS: Subscribed, sworn to and acknowledged before me by WILLIAM P. RINGER, the Testator, and subscribed and sworn to before me by ROBERT W. CRITCHFIELD and REGENA L. ROSS witnesses, this 9th August , 1984. day of ( y zk''''-- // ~ _.' ./ k,. kh..J-_.! '-1--\"')\ , , If U ~7tf']- // / DOROTHY L. GATES, NotJfY Public Somerset, Somerset Co., Pa. My Commi5.3ion Expirei April 7, J,~~ Page 4 of 4. , r Sovereign Bank ESTATE OF SOCIAL SECURITY #: DA TE OF DEATH: William P. Ringer 168-01-0985 August 13,2005 Account #: 2891033027 Type: Checking In the name of: William P. Ringer or Jean R. Lewis Date of Death Balance: $41,768.96 Int.(YTD) from 1/1/2005 to 8/7/2005 Accrued interest to date of death: $0.40 Other Info: Open date: 9/4/1990 $23.86 Account #: 3385084623 Type: CD In the name of: William P. Ringer or Jean R. Lewis Date of Death Balance: $100,000.00 Int.(YTD) from 1/1/2005 to 8/2/2005 Accrued interest to date of death: $106.94 Other Info: Open date: 10/2/1998 $1,401.85 Account #: 3385087899 Type: CD In the name of: William P. Ringer or Jean R. Lewis Date of Death Balance: $100,000.00 Int.(YTD) from 1/1/2005 to 8/2/2005 Accrued interest to date of death: $106.94 Other Info: Open date: 10/2/1999 $1,401.85. Page 1 of 1 11 rlJM&I'Bank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax 302+934-2955 August 23,2005 Law Offices Irwin & McKnight West Pomfret Professional Building 60 West Pomfret Street Carlisle, Pennsylvania 17013-3222 ~~~1!:uwtt~ AtJG ;; ;:" 2005 , ,. "r ''11\' I &j lvI c KN I (~r hI] Re: Estate of: William P RinQer Social Securitt./: 168-01-0985 Date of Death: AUQust 13. 2005 Dear Sir or Madam: Per your inquiry dated August 18, 2005, please be advised that at the time of death, the iabove- named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 1078771 Ownership (Names of) Jean R Lewis * William P Ringer * Opening Date 08/15/90 $92,197.99 Balance on Date of Death Accrued Interest $ 1.27 Total 199.26 Interest Paid YTD 2. Type of Account Certificate of Deposit Account Number 031003910888808 Ownership (Names of) Jean R Lewis * William P Ringer * Opening Date 06/19/00 $50,000.00 Balance on Date of Death Accrued Interest $ 93.29 Total $50:093:m~i9 Interest Paid YTD '$732:58iAccrn~dTnte~est'isnoiinciudedi .. Please be advised, there was no safe deposit box found for the above decedent. *For further account information, regarding ownership and any changes, closures :and/or reimbursement of funds, etc., please call the Stone hedge Office # 717-240-4524. Sincerely, /1ir~r::,('e'y~ Nancy Clagett Records Management U d ,.... ... ~ e Q % "; ~ S ~ e ~ , ; e ~ Q % ..... (1) (1) j::('<"l cJ1C;- os:.~ 'G <t ~<~ ~~<t 0:: ~ (""l (1)-- ~'Vir- ~....-"' ,.....-4 o~C 7- ~ O\U - (""l .~ o .~ -- -/": .~ /' ~..... ~ d ~ (,) <l.I 3: ~ 3: t >' (1) ~ ..... ~ o '?-. 'tn ..... rn <FJ <<$ .s ~ ..;:: - ~~ 8 <1) ;:::::s ..... (1) 3:~ -o'tn g.~ rn~ ~ ~g ..... -0 -oEa (1) 0.0 ~<1) -~ p..~ <1)..... ~'8 ,aO ~'.:a, o <1) '?-.::l (1)Ci' (,) ~~ ..g<<$ ~(1) ~~ 8,a (1) ~ -B~ (1)"'"' .......... .~ rn (,) ::l <1)..... C-~ g.~ ~8 ~s (\) (1) ~ (\) .tii~ <1)~ ~tB if> o o N .c pC. 0.0 ~ I ..... ('<"l .... - [};o r- rnO- .~ -0 <C <1)g~ ..J ';<. ~ . <1) (\) pC.:;2.$ g-~ <1)~ <<$ .-.~u - ('<"l 'tn s:n ~ if> ('<"l - I ('<"l ~ if> '<::t' - <l) if] ~ (1) .- ~ ~ .S pC. ~ ~ ..... ::: ~ .... .s <1) o '$ .... (\) cJ1 ~ o S \;-< ~ t- ~ \j.J 'Z. Cl- ~ \j.J u,)' ?:t b~ 5* 1:-0 ~z u1~ 18< 1;:,..:1 ,..:1< -'" ~u,) (;...z .? r/l(;... ~u,) ~~ ><- G50 r/l~ ~~ I:-'Z. 6'& I:-~ ~~ ~p u,)~ <-t :.1.u,) t;..... o~ u,)? I:- ~o ~ 7,>' ~~ 1 ~t ~ r/l ~ ... _r/l ~ 0'0 t. ~~ < 6;J: t; ,..:I ~ ,;. ..... \.U .... ~~ '2 \.U~ U t~ ~ o a o a .r. .;. <:t <:t C\ ~ ("I M ~ ~ --a.......- o a o a o .;. ('I ~ C' ~ _ <:t V'l V'l 0000 ~~~~ Cj\M~f"""\ V'lViV'lVi .... r/l .... c;l .Z < .~ .~ ... .~ .c;l .~ .e: .~ .t ... .';;l CI .... .rfi ...c;l .u'" ...1:- .~u .~~ ~ .r;t.(/l (/l ';;l'" ... ,0> c;l ~< ~ . o~ Q .t;~ r;t. .... 0.... ...~u ~ ~ ...~ c;l U ~,:: ... :::: ....<- %l ...::6 (/l~ '(/l ... .c .~ ... . .... u .... u '.~ ... .(/l ... .~ .0 ,:: ',..:1 <Jl< ~~ 'E Z .,';;l rfl~ ., ~ <Jl U ~ (5 <::> a .... ~ .... ~ 'U ., ::: ~ C tC ., 'B '1 ., ., U .~ ~ o C!l Z '" "" p ';i . ~ ~,.geO~ ~..o c .- c: 0 'c go ~ ~@,u ~g-o~e ~ g- ~ S '" ~%~i~ uzuuii:. (/l ... ~ < ,:: u ~ .... u ... ~ c;l ~ (/l ... u ~ ';;. c;l < ,:: ~ u ~ b .... o ~ r-- <:t <"I <n ~ o o r-: ~ M 'I/) ~ i. '0; t,) Cl) ~ - o t/l ~ -0 o C") c: ~ ~ ... ';;l c;l .... Z ';;l S ~ ~ b .... - 'S - .s Cl) j5 l'3 ~ 0- -0 c: It Ii I & -eii ~~ - Customer Receipt 850 N. Hanover Street . Carlisle, PA 17013 (717) 243-571 2 . Fax (717) 243-8399 www.sunnysiderestaurant.eam Steaks, Seafood, Crabmeat and Creative Chef SpeciaLties Private Rooms for Business Meetings or your special occasions Date H()C- 17 .~ ~ 00.) Guest Information Amount Gratuity Total .8 %an!(')'ou C-I , , COMMONWEAL TH OF PENNSYL VANIA COUNTY OF CUMBERLAND the Estate of : SS William P. Ringer , being duly sworn according to law, deposes and says that she is a Beneficiary of Jean R. Lewis , late of South Middleton Township Pennsylvania, deceased and that the within is an inventory made by Jean R. Lewis . Cumberll1nd County, , the said Beneficiary of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as ofthe date of decetlent's death. Sworn and subscribed before me, Date of Deat A ~ f( ~w, Jean R. Lewis, Bene 1 . Y 881 Alexander Spring Road Carlisle. P A 17013 Address 08 Month 2005 Year INSTRUCTIONS 3. Additional sheets may be attached as to personalty or realty. 4. See Article IV, Fiduciaries Act of 1949. > ~ o ~ z ~ ;;> Z ~ >-< E-- ~ 0:: E-< ~ <e: 0.... E-< W 0 c.n ...... 0:: ~ ....... 0.... .....l u.. E-< .....l <e: 0 u.. <e: ~ o Z 0:: o CI ~ Z ~ <e: 0.... 1. An inventory must be filed within three months after appointment of personal representati ve. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. t;l ~' Q o Z 0:: w o Z P2 0..; ::;s <e: :J .....l ~ :a r/l !:::: ~ o E-- -d o r/l c:l o u o CI ~ '2 c:l > >. r/l !:::: !:::: o 0.... >. E ::l o U "0 !:::: ..:::l .... <l.l .0 E ::l U "0 ~ li: !:::: o ;) ::a "0 ~ ..c: '5 o c.n '- o <l.l ~ .....l tI7 -'1 "''-, ~ , r',) <l.l bll c:l 0.... ...><: o o a:l <!) ..... .;5 cfJ IU.l >. .~ 0 ~ E ..... 0 - ~ .< p::l ..... <!) o c:.::: Inventory of the real an personal estate of WILLIAM P. RINGER , deceased 1. M & T Bank - Checking Account - 1078771. . . . . . . . . . . . . . . . . . . . . . . . . . 2. M & T Bank - Certificate of Deposit - 031003910888808. . . . . . . . . . . . . . . 3. Sovereign Bank - Checking Account - 2891033027. . . . . . . . . . . . . . . . . . . . 4. Sovereign Bank - Certificate of Deposit - 3385084623. . . . . . . . . . . . . . . . . . 5. Sovereign Bank - Certificate of Deposit - 3385087899. . . . . . . . . . . . . . . . . . TOTAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46,131.40 25,412.94 20,896.61 50,754.40 50,754.40 193,949.75 II COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 1712B-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005799 IRWIN ROGER B 60 WEST POMFRET ST CARLISLE, PA 17013 ACN ASSESSMENT CONTROL NUMBER AMOUNT un____ fold 101 $7,769.57 ESTATE INFORMATION: SSN: 168-01-0985 FILE NUMBER: 2105-0825 DECEDENT NAME: RINGER WILLIAM P DATE OF PAYMENT: 09/15/2005 POSTMARK DATE: 09/15/2005 COUNTY: CUMBERLAND DATE OF DEATH: 08/13/2005 TOTAL AMOUNT PAID: $7,769.57 REMARKS: CHECK# 511 SEAL INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS