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Home My WebLink About04-28-06 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 ADLER WILLIAM L 1 25 LOCUST STREET PO BOX 11 933 HARRISBURG, PA 17108 nnnn fold ESTATE INFORMATION: SSN: 1 63-24-6880 FILE NUMBER: 2106-0204 DECEDENT NAME: ROSENTHAL ETHEL RUTH DATE OF PAYMENT: 04/28/2006 POSTMARK DATE: 04/27/2006 COUNTY: CUMBERLAND DATE OF DEATH: 03/04/2006 NO. CD 006625 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $577.40 I I I I I I I I TOTAL AMOUNT PAID: $577.40 REMARKS: CHECK# 2094 SEAL INITIALS: MG RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS ADLER & ADLER ATTORNEYS AT LAW 125 LOCUST STREET P.O. BOX 11933 HARRISBURG , PENNSYLVANIA 17108-1933 TELEPHONE (717) 234-3289 FAX (717) 234-1670 LEWIS F. ADLER (1934-1984 ) DAVID S. KOHN (1934-1985 ) LOUIS 1. ADLER (1959-1999) WILLIAM L. ADLER CRAIG I. ADLER * *ALSO ADMITTED TO PRACTICE IN NJ OVERNIGHT MAIL ADDRESS: 125 LOCUST STREET HARRISBURG, PENNSYLVANIA 17101 KOHN AND ADLER (1934-1960) KOHN, ADLER & ADLER (1960-1981) April 27, 2006 Cumberland County Courthouse Register of Wills One Courthouse Square Carlisle, PA 17013-3387 RE: Estate of Ethel Rosenthal Dear Register of Wills: Enclosed please find the inheritance tax return for the above estate together with a check for taxes and $15.00 for filing. Please keep the copies you require and return the remaining clocked copies to me. Thank you. aL~L- William L. Adler WLA L I . I 11 .u Bi : "; C.!-;;~i7 .: )LU" .: ,,,'/.1500 EX 10.00) REV-1500 OfF~Ci.ii.L LiSE ONLY' ti.;:. COMMONWEALTH OF =.r PENNSYLVANIA ~.( .~. .., DEPARTMENT OF REVENUE . ("'. DEPT. 280601 ., / - HARRISBURG, PA 17128-0601 .....'l . _. ...... w ~ x::$oo ~Q:~ wO-u :I: 00 uQ:..J o-CD 0- ct INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 2 1 -0 6 0204 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) I SOCIAL SECURITY NUMBER 1 63 - 24 6880 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER I- Z W C W U W C ROSENTHAL ETHEL RUTH DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 03-04-2006 01-12-1929 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. AND MIDDLE INITiAL) kJ 1. Original Return D 4, Limited Estate [!J 6. Decedent Died Testate (Attach ccpy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12.12.82) D 7. Decedent Maintained a living Trust (Attach copy of Trust) D 10. Spousal Poverty Credit :date of dea!h ber,IVeen i2-31-9j and 1.i-95) D 3. Remainder Retum (date of death pnor to 12.13.82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Altach Sch 0) I- Z W o Z o 0- m w ex: Q: o U ~~mi~i~~8~~fffi~~:q.:~!~:,_ NAME WILLIAM L. ADLER Alt~,rt}~~E (ifgPPli~ID L ER TELEPHONE NUMBER (717) 234-3289 ESQUIRE 125 LOCUST STREET P. O. BOX 11933 HARRISBURG, PA 17108 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1 ) (2) (3) (4) (5) 368, 4 1 8 . 80 r-.----'OFFTclAC1JSE-C~L'1-----! 1"'-..) .J d- -~, ,~- ! " ~ .. ., '"TJ - ~", :--=~~ ; ~ ) ~:':3 .: 1 .,'~ I' '1 {'-) . " . ~-iJ (') , ;') 3. Closely Held Corporation. Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) ..1 z o ~ ...J ::> !:: 0- < U W D:: 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested l . t.~_._____...._._._~_.,_... -~~-~_.~J__.. .....-...! ':' . .1 - ~ - (6) (7) 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. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) 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) (8) 3 6 8 , 4 1 8 . 8 0 (9) 3 1 , 7 3 7 _ 4 A (10) 'J., 353.51 (11 ) 34.090.99 (12) 334,327.81 (13) 272,496.08 (14) 61,831.73 14. Net Value Subject to Tax (Line 12 minus line 13) SEe INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ :J Q. ~ o u X ~ 15, Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0 _ (15) 16. Amount of Line 14 taxable at lineal rate x .0 _ (16) f\1,R11 71 x .12 (17) 7,41Q R1 17. Amount of Line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 7,419.81 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT .. Decedent's Complete Address: STREET ADDRESS 1700 MARKET STREET CITY CAMP HILL I STATE PA I ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 6,500.00 342.11 Total Credits ( A + B + C ) (2) 6,842.11 3. Interest/Penalty 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 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. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5) (5A) (58) 577.40 A. Enter the interest on the tax due. 577.40 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN IIXII IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 [K] b. retain the right to designate who shall use the property transferred or its income; ............................................ D [K] c. retain a reversionary interest; or.......................................................................................................................... 0 IX] d. receive the promise for life of either payments, benefits or care? ...................................................................... D lKJ ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ... ....... ...... ......... ......................... .... ..... ......................................... .......... 0 IX] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 KJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................... ...... .................. .............. ................................... ........ ............ ~ n IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pefJury, 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 pre parer other than the personal representative IS bas on all information of which preparer has any knowledge P. OL.BOX 11933. HARRISBURG, PA 17108 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS 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. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (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 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 paren 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. 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)]. ft, sibling is defined, under Section 9102, as a individual WhO has at least one parent in common with the decedent, whether by blood or adoption. SCHEDULE "E" CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Estate of Ethel Ruth Rosenthal File Number 2006-00204 PA File Number 21-06-0204 ITEM NUMBER DESCRIPTION VALUE AT DEATH 1 . Citizens Bank $19,346.02 Checking Account No. 6100738191 2. Citizens Bank $61,911.99 Time Deposits Account No. 6140741629 3 . Community Banks $4,660.65 Time Deposits Account No. 4500665730 4 . Wachovia Bank $27,684.16 Checking Account No. 1000613285130 5. Wachovia Bank $2,512.52 Checking Account No. 1010042238926 6 . Wachovia Bank $505.54 Savings Account No. 3000020491531 7 . Fulton Bank $42,789.66 Money Market Account No. 9904-78931 8 . Fulton Bank $38,128.17 Certificate of Deposit No. 012-0202727 9 . Jackson National Life Annuity $68,598.89 Account No. 1001420859 10. Mid-Penn Bank $21,637.22 Certificate of Deposit No. 301080387 11. Mid-Penn Bank $46,289.82 Certificate of Deposit No. 301080413 12. Sovereign Bank $2,856.80 Money Market Account No. 1991023502 13. Sovereign Bank $19,522.34 Certificate of Deposit No. 0355023268 14. Sovereign Bank $11,870.89 Certificate of Deposit/IRA No. 0358014017 Beneficiary: Samuel Shapiro, brother Forethought Funeral Refund $34.90 SCHEDULE "H" FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Estate of Ethel Ruth Rosenthal File Number 21-06-0204 ITEM NUMBER DESCRIPTION AMOUNT 1 . Funeral Expense $2,692.21 Beth El Temple Memorial plaques ($1,000.00) Rabbi Eric Cytryn ($200.00) Sam Shapiro ($1,492.21) 2 . Personal Representative $13,370.00 Commission William L. Adler, Esquire 4 . Year Commission Paid 2006 5 . Attorneys' Fees $13,370.00 William L. Adler, Esquire 6 . Family Exemption Claimant, Relationship to Deceased 7 . Address of Claimant at Decedent's Death 8 . Probate Fees $430.00 Register of Wills 9 . Advertising estate $141.34 (Cumberland Law Journal $75.00 The Patriot News Co. $66.34) 10. Reserve $175.00 11 . The UPS Store $31.93 Mail personal items 12. Karen Parthemore $500.00 Personal Property Disposal 13. PA Department of Revenue $727.00 2005 State Income Tax 14. Devany & Company $300.00 Tax Return Preparation 2005 Total $31,737.48 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Estate of Ethel Ruth Rosenthal File Number 2006-00204 PA File No. 21-06-0204 ITEM NUMBER DESCRIPTION AMOUNT Verizon phone $21.74 Karen Parthemore, care $1,200.00 Karen Parthemore $90.00 Laundry Manorcare $916.20 Neighborcare Pharmacy $75.64 Neighborcare Pharmacy $25.03 HCR Manorcare, nursing home $24.90 Total $2,353.51 SCHEDULE J BENEFICIARIES Estate of Ethel Ruth Rosenthal File No. 2006-00204 PA File No. 21-06-0204 ITEM NAME AND ADDRESS OF RELATIONSHIP AMOUNT OR NUMBER BENEFICIARY TO DECEDENT SHARE OF ESTATE A. Taxable Bequests Samuel D. Shapiro brother-in- 50,000.00 7573 Red Ruby Dr. law Del Ray Beach, FL 11,831.73 33446 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE A. Charitable and Governmental Bequests BETH EL TEMPLE 2637 North Front Street Harrisburg, PA 17110 $2,500.00 HADASSAH MEDICAL RELIEF ASSOCIATION, INC. 50 West 58th Street New York, NY 10019 $1,000.00 Jewish Home of Greater Harrisburg Attn: Seth Levy 4000 Linglestown Rd. Harrisburg, PA 17112 Remainder of the estate ~ Court Ordered Processing / MA 1 MB3 02-10 P.O. Box 841005 Boston, MA 02284 March 21, 2006 Adler & Adler Attorneys at Law P.O. Box 11933 Harrisburg, PA 17108-1933 RE: Estate of: Ethel R. Rosenthal Date of Death: March 4, 2006 Dear Mr. Adler: Per your request, enclosed please find the account information as of date of death for the above-named decedent. Please note the balances do not include accrued interest. If you should have any further questions, please do not hesitate to call. Very truly yours, ~h"" I ~v9-- Linda Spavento OAG Team Leader (617) 533-1789 (61 7) 533 -1931- fax '1 Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Ethel Rosenthal 163-24-6880 March 4, 2006 Account #: 1991023502 Type: In the name of: Ethel R Rosenthal Date of Death Balance: Int.(YTD) from 1/1/2006 to Accrued interest to date of death: Other Info: Money Market Open date: 6/27/1996 $2,856.80 2/28/2006 $0.00 $1.62 Account #: 0355023268 Type: In the name of: Ethel R Rosenthal Date of Death Balance: Int.(YTD) from 1/1/2006 to Accrued interest to date of death: Other Info: CD Open date: 7/1 7/2000 $19,512.76 2/28/2006 $9.58 $80.57 Account #: 0358014017 Type: CD/IRA Open date: 7/11/1989 In the name of: Ethel R Rosenthal Date of Death Balance: $11,831.73 Int.(YTD) from 1/1/2006 to 1/31/2006 $202.26 Accrued interest to date of death: $39.16 Other Info: Beneficiary: Primary: Charles J. Rosenthal, Contingent: Samuel Shapiro Page 1 of 1 {;J j Communit\!Banks March 14, 2006 Adler & Adler 125 Locust Street PO Box 11933 Harrisburg, P A 1 71 08 RE: Estate of Ethal Rosenthal, deceased Enclosed you will find the information requested on the above referenced individual's accounts. Unless otherwise noted, the information furnished is as of date of death. Please feel free to contact me at 717-354-3590 if I can be of further assistance. Sincerely, Deborah K Lorah Deposit Services/Research Manager P.O. Box 350 . Millersburg, PA 17061 . Phone 1-866-255-2580 o Communit}!Banks Decedent's Name Ethal Rosenthal Social Security Number 163-24-6880 Date of Death March 4, 2006 Account Number 4500665730 Account Type Time deposit Date Opened 01/19/00 Principal Balance $4,654.06 $ Accrued Interest at Date of Death $6.59 $ Balance at Date of Death $4,660.65 $ Maturity Date 10/19/06 Account Ownership Joint Charles J. Rosenthal Names of Joint Owners, if any deceased Date Joint Ownership was Established 01/19/00 Interest Rate 3.4450% 0/0 Additional Information (" t'~".. . ' \ \, \ '{> \((<"; ", Authorized Signature \ ~, \ .rl ''''" ~,_ ,.~--\.) ""\ ~ "~\ \ v { f'.~ ~ \ C,{\? ~ , \ ..;-,' '-(''I Date P.O. Box 350 . Millersburg, PA 17061 . Phone 1-866-255-2580 '.'- & i' IIIIIC ~~~ .........~~~ W"ACHOVIA Reference ID: 1551176 Wachovia Bank N.A. Balance Confirmation Services POBox 40028 Roanoke, VA 24022-7313 March 14, 2006 ADLER & ADLER LAW OFFICES 125 LOCUST STREET PO BOX 11933 HARRISBURG, PA 17108-1933 SUBJECT: Verification / Confirmation of Account and Balance Information provided for: Customer: ETHEL RUTH ROSENTHAL (SSN# 163-24-6880) Date of Death: March 4, 2006 Deposit 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 CHECKING 1000613285130 $27,678.08 1/2/1950 $6.08 $18.02 3/8/2006 LEGAL TITLE: CHARLES 1. ROSENTHAL ETHEL ROSENTHAL POA - WILLIAM L. ADLER CHECKING 1010042238926 $2,512.09 3/4/2003 $0.43 $1.05 3/8/2006 LEGAL TITLE: ETHEL ROSENTHAL POA - WILLIAM L. ADLER SA VINGS 3000020491531 $505.45 10/23/2001 $0.09 $0.13 3/812006 LEGAL TITLE: CHARLES J. ROSENTHAL ETHEL ROSENTHAL POA - WILLIAM L. ADLER * 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 ,".,1 made during that time period. .-l./(j~1. /j !~/~ ~- :,:-;T Teresa Beh1i.ett (j .. ~~l/ Servicenter Associate Phone: (540)563-7323 ssp; tb 0000 000614 Fulton Bank LISTENING. March 16,2006 Adler & Adler 125 Locust Street P.O. Box 11933 Harrisburg, Pennsylvania 1 71 08 Dear Mr. Adler: RE: Ethel Ruth Rosenthal, deceased March 4, 2006 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Money Market # 9904-78931, open 11/13/2003, balance $42,778.35 and accrued interest $11.31. William L. Adler as Power of Attorney. CD # 012-0202727, open 7/29/2003, rollover 1/29/2006, matures 7/29/2006, balance $38,032.04 and accrued interest $96.13; paying 2.71 %. William L. Adler as Power of Attorney. The decedent also has an account through our trust affiliate Fulton Financial Advisors, for information please contact Gregory Malin at (717) 763-2098. If you should have any further questions, please do not hesitate to contact me at (717) 291-2437. CONFIDENTIAL Very truly yours, x{~,,-b-~ Karen D. Hillegas Credit Inquiry Processor This information is furnished as a matter of business courtesy in answer to your inquiry, and is for your confidential use only. No responsibility is assumed by this bank or any of its officer~. Any opinion herein expressed is subject to change without n(\tice. POBox 4887 La ncoster, PA 17604 fultonbonk.com 1-800-FULTON-4 MID PENN BANK Making things happen Jar yo u. March 20, 2006 Adler & Adler Attorneys at Law PO Box 11933 Harrisburg, PAl 7108-1933 Re: Estate of Ethel R. Rosenthal SSN: 163-24-6880 Date of Death: March 4, 2006 Dear Mr. Adler: In response to your recent letter requesting information on the accounts of Ethel R. Rosenthal, I have researched our files and enclosed the necessary data: Account #: 301080387 - Certificate of Deposit Account Name: Ethel R. Rosenthal Date Opened: 1/20/2001 Balance DOD: $21,573.77 Balance Accrued Interest 000: $63.45 Total 000 Balance: $21,637.22 Joint Ownership Name: Ethel R. Rosenthal Charles J. Rosenthal Date Joint Ownership Established: 1/20/2001 Account #: 301080413 - Certificate of Deposit Account Name: Ethel R. Rosenthal Date Opened: 1/27/2001 Date Closed: 3/8/2006 Balance 000: $46,171.41 Balance Accrued Interest 000: $118.41 Total nOD B~i~nc~~ ~46,Z8').g2 Joint Ownership Name: Ethel R. Rosenthal Charles J. Rosenthal Date Joint Ownership Established: 1/27/2001 If you need any additional information, please call me at 717-692-7163. Sincerely, c=.:_ '~;: .' \~.i-(i)-- cb ' \ )" . M..."~____ Jessica Kerwin -- Member FDIC Corporate Headquarters: 349 Union Street, Millersburg, PA 1 7061 · (71 7) 692-2133 · www.midpennbank.com ~ ~.~ .c........ .t..................... ................... .8 k ,,~ . ....I......lzens ..........an.. 525 William Penn Place Suite 153-2510 Pittsburgh, P A 15219 March 27, 2006 ADLER & ADLER 125 LOCUST STREET PO BOX 11933 HARRISBURG PA 17108-1933 Estate of ETHEL R ROSENTHAL Date of Death: Mar 04, 2006 SSN: 163-24-6880 Dear Sir/Madam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 888-999-6884 SjnCerelY~ __ ~. Daniel Peters Operations Services ~ ~~ Citizens Bank Account Number 6100738191 Account Title ETHEL R ROSENTHAL OR CHARLES J ROSENTHAL Date Opened 10/5/1987 Account Type Checking Principal Balance as of DOD $19346.02 Interest from Last Posting to DOD $ .00 Account Balance as ofDOD $19346.02 YTD Interest to DOD $3.71 ~ ~~ Citizens Bank Account Number 6140741629 Account Title ETHEL R ROSENTHAL OR CHARLES J ROSENTHAL Date Opened 6/21/1999 Account Type Time Deposits Principal Balance as of DOD $61825.45 Interest from Last Posting to DOD $86.54 Account Balance as ofDOD $61911.99 YTD Interest to DOD $410.67 ~PR-12-2006 14:33 FROM:FULTON-BANK WEST SHO 717-731-8963 TO: 92341670 P:2/2 15:15 APR 12, 2006 lP. JNL 'TEL NO: 517 706 5519 +4,79137 PAGE: 2/2 la.(kson N atiol.J_fJl-Life A l.AJ1m1Jy Orl1ttcd Sl/~}9idim'y nJ PrUdt"'l1tirJI Corporrztifm rk rcmdcml fllgJ,ltui April 12, 2006 Nancy Hutton 599 N 1 t'" Street Lymoyne, PA 17043..1239 Deceased: PoHcy No.: Ethel R Rosenthal 1001420859 Doar Ms. Hutton: Please accept our condolonces on the pas~lng of Ethel Rosonthal. 8S It must be a very difficult time. Per your reque5t I am including the date of death value and the named beneficiary. ~I-~ I ~~OR59-___~ 'M{1~1q~'~_-~~"_. .-~~'I~~sZ';lha~~-~-l~ : _____ ~ _~~;~~ If you have any questions or need additional information, please contact our Service Center at 1-888-565- 4995, Monday through Thursday, 8:30am to 7:00pm and Friday, 8:30am to 6:00pm EST. Sinccrety, Anna M Vinger Claims Analyst Claims Administration 1 Corporate WAY PO Box 240G8 ~Qnslng MI 48909-9979 BOO/USE.JNLl (800IB73"565~,) -:. LAST WILL AND TESTAMENT OF ETHEL RUTH ROSENTHAL I, Ethel Ruth Rosenthal, of Harrisburg, Pennsylvania, declare this to be my Last Will and Testament hereby revoking all prior Wills and Codicils. ARTICLES I. I am married to Charles J. Rosenthal, hereinafter referred to as my spouse, and have no children. II. The expenses of my last illness and funeral shall be paid from the funds of my estate. I direct my Executor to provide for my burial in the family plot in the Beth El Cemetery and for an appropriate notation of my decease on the family gravestone. III. I give unto the Beth El Congregation of Harrisburg, Pennsylvania, the sum of TWO THOUSAND FIVE HUNDRED DOLLARS ($2,500.00) to be used as its governing board may desire, providing this bequest shall be recognized by the erection of appropriate memorial plaques in my name. IV. I give unto the Hadassah Medical Relief Association, Inc. of 50 West 58th Street, New York, New York, the sum of ONE THOUSAND /' _ ,.., . t p>~!~ L..'; . - ($1,000.00) DOLLARS for the memorializing of my name in the Hadassah-Hebrew University Medical Center the synagogue of Jerusalem. in V. I give all of the residue of my estate to my spouse, Charles J. Rosenthal, if my spouse survives me by 30 days. VI. In the event my spouse does not survive me by 30 days, I give FIFTY THOUSAND DOLLARS ($50,000.00) to my brother-in-law Samuel D. Shapiro, of Waterville, Maine. In the event my brother, Samuel D. Shapiro, does not survive me, I give FIFTY THOUSAND DOLLARS ($50,000 .00) to my sister- in-law, Carol Shapiro, of Waterville I Maine. In the event neither Samuel Shapiro nor Carol Shapiro survive me, this gift shall lapse and form a part of my residuary estate. VII. In the event my spouse does not survive me by 30 days, I give the remainder of my estate to the Jewish Home of Greater Harrisburg, 4000 Linglestown Road, Harrisburg, Pennsylvania. VIII. All taxes and interest and penalties thereon payable by reason of my death with respect to property comprising my gross taxable estate, whether or not passing under this Will, shall be paid from the principal of my residuary estate. - 2 - ~ '\ {t o t~ K :'. IX. I appoint my spouse, Charles J. Rosenthal, as Executor of this, my Last Will and Testament. If my spouse is unable or unwilling to act or continue as Executrix for any reason whatsoever, I appoint my attorney, William L. Adler, successor Executor. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. IN WITNESS WHEREOF, I, Ethel Ruth Rosenthal, hereunto set my hand and seal this t.q day of ~-",/v , 1996, to this my Last Will and Testament 'whi6h consists of four typewritten pages. ~" I' /) /'. i" .,1 { ~ IL' !. i! t r I.' :) ',' ,~f LUj~L1:' K1A.lJl 1\ f/Jiltl/:Ut~ Ethel Ruth Rosenthal SIGNED, SEALED, PUBLISHED AND DECLARED, by Ethel Ruth Rosenthal, the Testatrix above named, as and for her Last Will and Testament, and in the presence of us, who, at her request, in her presence and in the presence of each other have subscribed our names as witnesses. A. . ^ .. /~ /t //! I f ! (j;f A. _ '" i 1/.' ..A '/,' '~j~ t / \ r ,- ".......t v Witness -- )'1 -'-~ /,) /7 ~~ l,/ // ./ '-1./ fi.'. /' ,f I .I., . 1,,- ! f/I]. /1/ t..- 'F.e! p ~ - if. I f-l ()J (.;-. i....... ( /':.-; I'" v )--~ Address ~ j) /~ ;--::4 Wi~Q., f1)ru."ce/" Net rr;J6u~ fA-- Address COMMONWEALTH OF PENNSYLVANIA ss. : COUNTY OF DAUPHIN I, Ethel Ruth Rosenthal, 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 this 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 contained. tJJJ.f ~lAi~. Q (KlJUxfA- Ethel Ruth Rosenthal - 3 - .~. Sworn or affirmed to and acknowledged before me~ cEthel Ruth Rosenthal, the Testatrix, this 1'1 day of Tv.l '-:/' I , 1996. NOT ARlF\l SEAL JBOY GOLDRING, ~ot5ry Public ttarrttburg, DaupMn County FA My Cernmtssion Exp4res t~ov . 3. 1997 ! '\ . .~'\\ t \, (\ , '~t~ \--, /._J ~ ~-''4 Not~ry Public \ COMMONWEALTH OF PENNSYLVANIA ss. : COUNTY OF DAUPHIN ) the witnWeE;se:~t~se names ~:lslf~e:'toa~~e ~~ ;~~~g instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Willi that the Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressedi that each of us in the hearing and sight of the Testatrix signed the Will as witnessesi and that to the best of our knowledge, the Testatrix was at that time Eighteen or more years of age, of sound mind and under no constraint or undue influence. ~ I ^ ;,1 /i' ~. A' I' f. 1 ,.1'/. --t 11 l li/ l/ ../ {/ f/J.. .i1>f.ri'1,.1,A.. Witness / / ..;'" t~ .f l.--. ~ ..... /i // I fj:,}/ /.' II~~/j/~;i // ~' f ,'vi ---" ~ ~ W~ $,fA.AGt/" . Sworn or aff~r~ed to and subscribed before me by ," f {' O~! ~ r;. /'1 '/!"? ~ (J) -1 A ! 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