HomeMy WebLinkAbout05-05-06 (2)
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15056041046
REV-1500 EX (05-04)
PA Department of Revenue '*
Bureau of Individual Taxes ~ ..~.
Dept. 280601 .
Harrisburg, PA 17128-0601 p-{
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~...I o.s
0....... OS 7i..2..
Date of Birth
~ 0 3 ~o 'fSo ....,
f) " .. I f)
Decedent's Last Name
Suffix
MI
Decedent's First Name
1{UCK.E;L
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
_ 1. Original Return
2. Supplemental Return
c:::::>
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
c:::::>
c:::::> 4a. Future Interest Compromise (date of
death after 12-12-82)
c:::::> 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
c:::::> 10. Spousal Poverty Credit (date of death c:::::> 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Number
c:::::>
4. Limited Estate
c::>
-
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
8. Total Number of Safe Deposit Boxes
c:::::>
CHA-I<L6S
E
I
Firm Name (If Applicable)
,JIlt
First line of address
" CLOUSE/(
t<:b
Second line of address
City or Post Office
liT E e " A- J/ I C S 8 IJi{{G
Correspondent's e-mail address: be am e. r c oS @ ep j x. net-
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 hich preparer has any knowledge.
3. ~6
Side 1
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15056041046
15056041046
c
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REV-1500 EX
15056042047
Decedent's Name:
~/L!:eAJ E: /21((!kt:L
.
Decedent's Social Security Number
~(){3 '.~O .iI's- 0 ,
RECAPITULATION
1. Real estate (Schedule A). .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6. Jointly Owned Property (Schedule F) <:::) Separate Billing Requested. . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) <:::) Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets
................................... 8.
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value
12 minus Line
. . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .O~
16. Amount of Line 14 taxable
at lineal rate X.O!1..S
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
15.
16.
17.
18.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
C)
L
15056042047
Side 2
15056042047
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r
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,~EV-1500,EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Iff (... E'EN E. fJ-UC!<EL
File Number
2/- 0 5'- S7;(
STREET ADDRESS
b f!) 0 CEN T/lA-t. 57.
CITY
IY/ Et!JI ,filiI C c:st!JU 12. G
STATE P/I-
ZIP
17{)$'E
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payment?
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
t/l7~ 7. :z 'S
o
()
o
Total Credits ( A + B + C ) (2)
o
3. Interest/Penalty if applicable
D. Interest
E. Penalty
o
()
(3) 0
(4) 0
(5) ~7'7" 2~
(5A) t)
(5B) -,g71>7.:/S-
Total Interest/Penalty ( D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, 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 + 5A. This is the BALANCE DUE.
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; .......................................................................................... D I
~: ;:::~ :h~e~;~i:~:~s:~t:~::;:~.S.h~II.~~~ .t~~. ~r~~~~ t~a.n.s~e~r~~. ~r.lt~ .inc.o.~.e.;. ::::::: ::::::::::::::: ::::: ::::::::::::::::: 8
d. receive the promise for life of either payments, benefits or care? ...................................................................... D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .................................................... ................ ................. ......... ................ D ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ D [XI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 three (3) percent [72 P.S. 99116 (a) (1.1) (i)].. S'\\D
For dates of death on or after January 1, 1995, the ti 30 . \ . lsfers to or for the use of the surviving spouse is zero (0) percent
[72 PS. 99116 (a) (1.1) (ii)]. The statute does not ex€ . . U U m tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the survivir ~ (;
For dates of death on or after July 1, 2000: ~. (
The tax rate imposed on the net value of transfers fro C1' 0 lUhJ..
adoptive parent, or a stepparent of the child is zero (0) ~ 11'\ V D
The tax rate imposed on the net value of transfers to IV Tl
72 PS. 99116(1.2) [72 PS. 99116(a)(1)].
f age or younger at death to or for the use of a natural parent, an
G~
leneficiaries is four and one-half (4.5) percent, except as noted in
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [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.
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REV.1503 Ex + (1-97)
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SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
t<.UCj(.FL, /f/Lei:# E
FILE NUMBER
.21-oS-S7,<.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
'II ShaftS ,,/ ~A1/}2IJ-" s/;Gk 6f Me.t L//e
~tlS;jJ #: t:J~1 9;e Sf/IS-I> ,elf)
h; 1t".I3 jp. t-I.J 3. S5 =- ave. ~ J. 8t./
(See Y4/Jl4h#11 Shett q/fAc,krl)
X iff Sh. -
'I. l' 7. '11./
TOTAL (Also enter on line 2, Recapitulation) $ II 7 '17. '-It.!
(If more space is needed, insert additional sheets of the same size)
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Page 1 of 3
REV.1508 EX + (1-97)
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF I<tlC/l.FL." ;f-IL.~AJ E:
FILE NUMBER
;l/-LJS- S 72.
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
~.
DESCRIPTION
,4e~(JNrs A-i /JAIl!. 13/fA'K / /VA :
A-.) (!/1ee!<J'r ~ ,M,.. .50 7 ~~ S' sr~ 91
/!J.) .Int.. /J&er. ~ K.~.~ Nt /~ /I .'
t,) 54;///1f5 /kd: ~. 50S ()PO 3 / ~S--
lJ.) x"t 4~cr. Ii 1l'.6.eI. ~~ "Z~ e.:
(j~e r~/U4ht?A ~ q#nd~ )
&A //1 WIlI/tt
f ::r" r;, /!It)fe: /Vo /I1".s~e/loI1et'J".s ,/emS DP 1'.er>"Aa/~ /n
.;& Ilalur~ cI ~rnlk~J etz. are t;sfe.d Sint:t!. I.'te/,'me
3. i~ts ~p ft. sa~e were mack 1.; c1e.e.e.den1s c/a'14!vj
JIII1&1r4 /filch/, ~I " ~~ tlteeded ~l.t:/et/ ~r k4t4
&vJ,r It> k, Iw, dt,Idre/l / /Jamal ht fdu/, J: k~/n~
Tunt J~ /'!f!'1 (lJ~~t:I /.> fe(!OMt!/ /h /Peetll'der al
lJeecls t)ff/u /n eUIH~"/4HJ aU,,? h/ ibed &01< .:?o.:{~
fJ~ 31~ J.
VALUE AT DATE
OF DEATH
~
;(~ /) S ,. :l S-
,02,
~
2~ "'It!", 33
~ ;;'. 35
1} 9, 23
TOTAL (Also enter on line 5, Recapitulation) $ ~ 5, q 7 '1, ~ I-
(If more space is needed, insert additional sheets of the same size)
SEP-01-2005 18:46
PHCBAH~<
412 768 3458
P.131/'131
o PNCBAN<
Sept~mber 2, 2005
Charles E Shields, m
Attollley at Law
6 Clouser Rd.
Cotiler of Trindle and Clouser Rds.
Yvlc..;IH flicsburg, PA 170.55
Iscp
RE: Estate of Aileen Ruckel (Deceased)
SSN: 376-40-8459
DOD: 06-10-2005
Deaf Mr. Shields:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
eh ~c"ji1g Account
Account #5070084441
Established 0 1-01-1979
AILEEN RUCKEL
DOD halance: $2,059.28 -I- $0.02 accrued interest
Snv;ngs Account
Account #5030003125
Established 01..01.1979
AILEEN E RUCKEL
DOD hAlsnce: $23,898.38 + $2.35 accrued interest
Th~ de~edent did not maintain any safe deposit box at PNC Bank.
Pltw. ~e !lote that this office only provides date of death balances for deposit accounts
(B"{As, CDs, Checking and Savings accounts). We do Dot procels auy tinancial
tran~actjons or provide statements. If you need assistance with any of these items,
pJca~c call1.888..PNC-BANK (1..888..762?"2265) or stop by your local PNC Bank branch
Offi.<'~f;;.
S i llcerel y ,
~ ':l.~
En~~;:1 L Sc.hlegel
] -800~762"] 775
p';'. F' FS(\04..P
500 t-l('S{ Ave.
Pill~llu;'&h PA 15219
Member FDIC
REV-1511 EX+ (12-99) .
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF /J / .
IU4CKi:L, A-IL~EA/
E:
FILE NUMBER
.:2/-05- S7;?
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
1.
FUNERAL EXPENSES:
fY\YE>fS F=uNFtU+L HomE', of Meeht:t.nicsbCA~
L unc.hun a{ n-DI1t 'l-re..~t $f4.h'ol1 J 4. ffell" c.ID~ina Df trAve
F."l.tJ1era! h1~al p}- ..f!Dfl"'e~ I3ed l,fl!ef, l11eeJ,4",'t:..s ht.&Y'8
JCI"I4Ie.rs, /?"y'e,rj;rI~ C'e/J1eft!,'Y" A/or/iUlltiJl,rI4H.."/ <jrave t:(JIJHin!l
~es fr"r flub. ufr. 8/;,'/Ua.,..J., lJud::s (J,~nf; CDu.r-J'er-Ti'r}tL..f
~.
3.
i.
s:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
2.
3.
4.
5.
6.
7.
f,
Cf.
ID.
II.
I~.
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State _ Zip
Year(s) Commission Paid:
Attorney Fees (!'/{A-/l.L.~ E: c5f1I/:Z,[)~ yr
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant .:5A-/J/j)~ /I. tluCKEl.
Street Address '- 1)0 e E7II T/l/fL 51:
City In E" t!II AIIII (!,,S /.B II A::'~
Relationship of Claimant to Decedent -::DA-tt GH Te:7e
State~Zip /1oSS
Probate Fees tAM.d ""~l1al i~5ue "f ,slJIP,.t fJerf/h'ceL-kt:
Accountant's Fees J
JlUlet t3t'Ac.tb; If I Hi-If 8/oek, (J1"tfJ cJoSt,-Duf lot/OJ
Tax Return Preparer's Fees /01.(' . t11r Lil est.'",.
/f~d/Ildltell ;5/tt;rt eerf/hCa.!es
t1~rl/fl~lIa1 PNJbale Il~
F///ItJ /te fi,,. hI" 7k< Rehtr" /rJ I?W' pI tv/11.s
/l-t/yutiS;'W i It "" f Ullt bu/"",.; /.4 III .:7& Imz-";
/JlfYl,.tis/nt ;n ~ C'ttr//slt. Sehhne/ ,
tfe/IIIJurse/JJM15 G CIItlrles Sh:~:l!f-/.!o~~/J/e5, /P~7 IJ-)
e~t;,c. /J{.r,hA,.s;d". tes,..
AMOUNT
~
3, SS/,. DO
~ 1/)',7/
~ 'T!"~, 30
, ;;Z 7S: tU)
,r
/, tf". r;o
iJJA' V E.D..
~
J , q J'. fDo
JK'~S7)O.t)O
..
7~, 00
12so.00
7'
~OO
9 bO.IJD
111 IS: 60
.".
7S:orJ
~ / :l~,SI
1- t29!:/0
TOTAL (Also enter on line 9, Recapitulation) $ /0) "3 S, .3 2
(If more space is needed, insert additional sheets of the same size)
D& H tNLIA SCOTTIES
710 w}lAIN sr/s .J SCOTT
MECMBNICSBURG, PA i7055
FRONT STREET STATION
Date: 6/18/2005 Time: 1 :J9:39 PM
i~17 -'~97 - 5024
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ITEM~ 018 VIS PRE SALE SVR; 00~2
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RESP~ AUTH/TKT 1561B5
AMOUNT: $ 486~3~
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GRATUITY: $~~~~~___
AMOUNT
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TOTAL~ $-~~~_____
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THE CARDHOLDER AGREEMENT
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Myers Funeral Home, Inc.
Boyd L. Myers Jr., Supervisor
37 East Main Street
Mechanicsburg, Pennsylvania 17055
(717) 766-3421
Fax (717) 795-7291
A standard of excellence in Central Pennsylvania since 1910
Sunday, June 12, 2005
Sandy Ruckel
600 Central Sreet
Mechanicsburg, Pa. 17055
Dear Ruckel,
Thank you for selecting our funeral home to provide services for your family during your bereavement. I
hope that you found our services to be of the highest standards and that they met your needs and those
of your family and friends.
The following is a summary of the service charges as previously explained and provided in written form
and herein indicated as PAID-IN-FULL.
Aileen Ruckel
SUMMARY OF EXPENSES
TOTAL OF SERVICE RENDERED
LESS: Credits granted
LESS: Total Payments
CURRENT BALANCE
$4,766.60
1,208.60
3,558.00
$0.00
Credits Granted: $73.60 Early Pay Discount $1,135.0 Package Price Discount
If there are any questions or concerns that remain unanswered, please call me.
?~~
(717) 766-3421
Myers Funeral Home, Inc.
Boyd L. Myers Jr.. Supervisor
37 East Main Street
MechanicsburQ. Pennsylvania 17055
105
Fax (717) 795-7291
STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED
Charges are only for those items that you selected or that are required. If we. are required by law or.by a. ceJ?1etery or crematory to use any items~ we will
explain in writing below. If you selected a funeral that may reqUire embalming, such as a funeral with viewing, you may have to pay for embalming. You
do not have to pay for embalming you did not approve if you selected arrangements such as direct cremation or immediate burial. Ifwe charge you for an
embalming, we will explain why below.
For Services of
Charge to Sandy Ruckel
Name
Aileen Ruckel
A. CHARGE FOR SERVICES SELECTED:
1. PROFESSIONAL SERVICES
Services of Funeral Director and Staff
Embalming
Casketing, dressing, cosmetology
Other Preparation of body
Hairdresser / Barber
Autopsy Remains
SUB-TOTAL PROFESSIONAL SERVICES
2. USE OF FACILITIES AND SERVICES
For visitation / wake service
For funeral ceremony
For memorial service
Equipment & services for graveside servi~
$
$
$
$
$
SUB-TOTAL FACILITIES AND EQUIPMENT
3. AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains to Funeral Home
Hearse (Casket Coach)
Flower Car / Floral Distribution
Family Car
Lead Car / Clergy Car
Utility Car
Out of town transportation
$
$
$
$
$
$
$
$
SUB-TOTAL AUTOMOTIVE EQUIPMENT
TOTAL SERVICES, FACILITIES, AUTOMOBILE
B. CHARGES FOR MERCHANDISE SELECTED
Casket $
Other Receptacle Cardboard Cremation $
Outer Burial Container $
Acknowledgment Cards $
Register Book $
Memorial Folders $
Prayer Cards $
Temporary Grave Markers $
Burial Clothing $
Other Clothing $
Cremation urn White Marbleon $
Temporary $
$
SUMMARY OF CHARGES
TOTAL ABOVE ITEMS (A,B.C.D) $ 4,766.60
Sales Tax (if App) @ % $ 0.00
$
$
$
$
$
Date Of Death
600 Central Sreet
Address
June 10, 2005 Date of Contract
Mechanicsburg, Pa.
CIty State
June 12, 2005
]7055
Zip
C$
$
$
$
$
$
$
$
$
$
$
Family
300.00
200.00
100.00
48.00
63.60
25.00
225.00
$
$
$
$
$
$
$
C. SPECIAL CHARGES
Forwarding Remains to other Funeral Hom~ $
Receiving Remains form other Funeral Hom~ $
Immediate Burial $
Direct Cremation $
$
D$
961. 60
1895.00
95.00
Al$
] ,990.00
SUB-TOTAL OF SPECIAL CHARGES
D. CASH ADVANCED
Opening Grave/Crypt
Newspaper Patriot
Newspaper Sunbury
Clergy / Mass Offering
Certified Copies of Death Certificate 8
Family Flowers
Coroner's Authorization Fee
Crematory Fee
4,766.60
1,135.00
3,631.60
A late charge of 1.5% per month on the outstanding balance (annual rate of 18%)
will be added to the balance.
350.00
lncl
DISCLAIMER OF WARRANTIES
Our funeral home makes no representations or warranties regarding caskets
or outer burial containers. The only warranties, expressed or implied, granted
in connection with goods sold with the funeral service are the express written
warranties, if any, extended by the manufacturer thereof. No other warranties
including the implied warranties of merchantability or fitness for particular
TOTAL MERCHANDISE SELECTED B $ 425.00 purpose are extended by the seller.
I agree that I have examined the items of goods and services selected above and found them to be correct and according to the arrangements I have
requested. I acknowledge receipt of a copy of this Statement of Funeral Goods and Services Selected. I represent that I have sufficient funds available for
payment of the cash price for the goods and services selected. I also agree to make payment of $ 3631.60 within 30 days. I agree to be jointly and severally
liable with anyone else who signs below. A LATE CHARGE of 1.5% per month (18% per annum) Will be applied to the unpaid balance beginning 30 days after
the date of this contract. I will also pay the Funeral Director all reasonable costs paid by the Funeral Director to collect amounts I owe under this agreement.
Those costs may include attorney fees and court costs. Any items requested after the date of this agreement will be considered part of this agreement and will
be reflected on fhe final bill.
450.00
395.00
A2 $
845.00
(Seal)
Purchaser
(Seal)
Purchaser
350.00
SUB-TOTAL OF CASH ADVANCED
We charge you for our services in obtaining the following:
NONE
Incl
Incl
] 95.00
A3 $
A$
TOTAL OF ALL SECTIONS
LESS: Payment Made
LESS: Credits Pending
LESS: Credits granted
BALANCE DUE
545.00
3,380.00
lncl
Package Price Discount
Ju112,2005
Incl
75.00
Incl
REASON FOR REQUIRED SERVICES OR MERCHANDISE
I
~~ Citizens Bank
1-888-910-4100
Call Citizens' PhoneBank anytime for account information,
current rates and answers to your questions.
Images for account 620317-615-3
Circle
Account Statement
. OF 5
Beginning June 14, 2005
through JuLy 14, 2005
6e.rlt( i"e ALCd(el
ll:.ZIU.
.Jltll't! 2. ~ 20~ 3lIP
W' 10 TIlE t: I' l
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06/27/2005
$522.00
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483
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483
06/1 Sl2OO5
$100.00
486
~ BARRY RUCKEL 07J03
~ GeRR'RUeKE1.
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m
486
06/20/2005
$1900.00
~
BARRY RUCKEL
GERRtRUCKEL
:B c;ova LAHE
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488
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06/23/2005
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490
06123/2005
$2500.00
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485
485
06/20/2005
$140.56
f
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487
07/01/2005
$275.00
~ BARRY RUCKEL
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HOUAND PA UllI6&
489
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489
06/24/2005
$15.41
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491
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06/29/2005
$563.92
~EV-1512~)( + (1-97) ~
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COMMONWEALTH OF PENNSYLVANIA
INH~~~i~~~~OT:2E~~~~RN MORTGAGE LIABILITIES, & LIENS
ESTATE OF ' " . '
R. U C~ETL, A-I L e FN F.
SCHEDULEl
DEBTS OF DECEDENT,
FILE NUMBER
~J-OS-.s-7Z
Include unreimbursed medical expenses.
ITEM
NUMBER
1. l{/J/f~ wahr
~. fJ,o L
DESCRIPTION
AMOUNT
, I S". 4/
1'7 r2. 7~
TOTAL (Also enter on line 10, Recapitulation) $ & 8'. I fo
(If more space is needed, insert additional sheets of the same size)
. I
REGISTER ANY QUESTIONS OR
COMPLAINTS ABOUT THIS BILL
PRIOR TO THE DUE DATE TO:
UNITED WATER PENNSYLVANIA
8189 ADAMS DRIVE
HUMMELSTOWN, PA 17036
PHONE: 717-564-3b62
TOLL FREEt 1-888-299-8972
METER READINGS
05/02/05 0510
06/01/05 0512
CONSUMPTION 2 MGL
CURRENT BILL CHARGES:
WATER CHARGES
SERVICE CHARGE
W-DSICSRCH
TOTAL CURRENT CHARGES
$8.33
$6.50
$0.74
$15.57
$O.16CR
$15.41
W-STASSRCH
TOTAL AMOUNT DUE
I
~~/l~
YVV
UWPA WILL BE CONDUCTING THEIR SPRING FLUSHING PROGRAM EFFECTIVE
4/4/05 THROUGH MID JUNE 2005.
APPROXIMATE STATE TAX INCLUDED IN THIS BILL $0.71
06/02/05 600 CENTRAL ST
REGISTER ANY QUESTIONS OR
COMPLAINTS ABOUT THIS BILL
PRIOR TO THE DUE DATE TO:
UNITED WATER PENNSYLVANIA
8189 ADAMS DRIVE
HUMMELSTOWN, PA 17036
PHONE: 717-564-3662
TOll FREE: 1-888-299-8972
METER READINGS
08/02/05 0517
09/02/05 0519
CONSUMPTION 2 MGL
AnHHH1~ due
00200999561723
15.41
RESIDENTIAL
-----------BILLING S~MMARV-----------
PRIOR BILL AMOUNT $15.41
PAYMENTS THRU 09/06/05 $15.41CR
BALANCE FORWARD $0.00
CURRENT BILL CHARGES:
WATER CHARGES
SERVICE CHARGE
W-DSICSRCH
TOTAL CURRENT CHARGES
W-STASSRCH
$8.33
$6.50
$0.74
$15.57
$O.16CR
TOTAL AMOUNT DUE
$15.41
,\L ')J.J..
\ 0.:
FOR YOUR CONVENIENCE, UNITED WATER NOW ACCEPTS CREDIT/DEBIT CARDS
AND CHECKS BY PHONE. THERE IS A $3.00 FEE FOR THIS SERVICE.
$0.71
APPROXI.MATE .STATE TAX INCLUDED IN THIS BILL
09/06/05 600 CENTRAL ST
00200999561723
15.41
... I
PPL Electric
Utilities
Electric
Service
For:
AILEEN RUCKEL
600 CENTRAL ST
MECHANICSBURG PA 17055
Questions about
this bill? Please
contact us by Jul 6
at 1-800-342-5775 or
484-634-4900
or write to:
Custolller Service
827 Hausman Rd.
Allentown, P A
18104-9392
www.pplelectric.com
I I J
',I,'
'......\...::./4/ ~
ppl J~~:
" tu
Page 1
:t:jj~:j~3t::j;::i:HYQU1:::B.i l:A:Cco(lnfNiimWriht,::::::'~::;::
34420-82003
Summary Page
Balance as of Jun 2, 20~S
CharMs:
TotafPPL ELECTRIC UTILITIES Charges
Total Charges
r'~
i
$36.67 - V
.'/~
C,$ 36.08
$ 72.75
f~~ ~
fA ~ I
{}It ,.r\ \l
Account BalanCer
tffS tfJ t-( (
Electric
Use
This graph shows
your electric use
over the last 13
months.
Types of
Meter Readings:
Actual -
Estimated I~~
Y.'!'.. ""
Customer D
30 KWH - Average Per Day Meter Reading Infonnation
25 Actual 12352
Actual 12037
20 KWH BlUed --n3
15 Average -Jun 2004 2005
Twnerature 67F 60F
K Per Day 12 11
10
Yearly Use: Total Avera~
5 Use Montlt
Jul2003 - Jun 2004 6741 56
0 Ju12004 - Jun 2005 5912 4~
JJASONDJFMAMJ
2004 Months 2005
Other important information on back ...
REV-1513 EX + (1-97)
SCHEDULE J
BENEFICIARIES
... .' -
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF J') ,.. AIL ~
"Uc.-KI:L1 ".. C"~N
.1::-:
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
1. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. -SJI.#IJI2A,4.. {GU C/C.EZ-
600 (!tWlJ?.al Sr-
lJ1ee!tutlcSbU7'1'-"I 1705'S
~ L3A-/Ut.y T. ~CI~e:z..
bOO een~1 cSt:
/J1eehan /C.5 h fA. J"J' P'+ no ss-
(.fLe ~{ly t9f 1t),'1! a/IRcALd)
~ Il"fi,: X-bn zr (4) real fJ/'O/le.r/j
hi l3or~HfIJ bf /J6rM/'{Alber/~ HJIl$ C!.tJovep4
Ilway A/ell flh{,r Ie> d~eleI1r; cia/;. t?!
duM.
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
~h+er
So~
2J...{) s- ~-7:L
AMOUNT OR SHARE
OF ESTATE
Yz
Y:t
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, 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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
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)
I .
WIlJJI~~i~,(..~~
I, AILEEN E. RUCKEL, of the Borough of Mechanicsburg, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do here-
by Inake, publish and declare this to be Iny Last Will and Testament, hereby revoking
and making void any and all \i\Tills by Ine at any time heretofore made:
ITEM L I direct that all my just debts and funeral expenses be paid as soon
as conveniently may be after my death.
ITEM II. I give, devise and bequeath my entire estate, real and personal,
wheresoever situate, to my beloved husband, IRVING RUCKEL, his heirs and assigns,
forever; conditioned, however, that in the event of his death in iny lifetime or in the
event of his death within thirty (30) days after Iny death, the said devise and bequest
shall lapse or be divested, and in either event, I give, devise and bequeath my entire
estate as follows:
(a) I give and devise unto Iny daughter, SANDRA A. RUCKEL, the
real estate at 247 Sixth Street, in the Borough of Northumberland,
NorthuInberland County, Pennsylvania, all as rnore fully described as
Parcel t~o. 1 and Parcel No. 2 in Deed dated January 6, 1982, and
entered in Deed Book 580, Page 90, together with all furnishings, all
household goods, and all other tangible personal property contained on,
in or about the premises, including all policies of insurance thereon, and
~ stirpes to her issue if she predeceases Ine. If she has died ,vithout
issue, then this device shall lapse and said real real estate shall become
a part of the residue of my estate.
/_.., ;'.1 r:."
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./'?
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,.; . I .
(b) I give, devise and bequeath all the rest, residue and remainder of
my estate to my son, BARRY I. RUCK.EL, and to illY daughter,
SAN])RA A. R UCI(EL, in two equal shares, share and share alike, and
~ stirpes to the issue then living of such of theln as shall be then
dead leaving issue living at my death, so that the issue of any child
predeceasing me shall take between them only the share \-vhich their
parent \vauld have taken if living.
I declare it to be my intention that should my said husband be living at the
expiration of thirty (30) days from the date of my death, the estate hereby devised
and bequeathed to him shall vest in him absolutely and in fee simple, free of all con-
ditions. I authorize my personal representative to payout of the income or principal
of my estate reasonable amounts for the support and maintenance of iny said husband
during such period of thirty (30) days, and as \-vell the reasonable expense of his
funeral and gravestone should he die within the said period of thirty (30) days.
ITEM Ill. I appoint my daughter-in-Ia\-v, GERALDINE RUCKEL, guardian of
any property \vhich passes, by reason of my death, whether under this vVill or other-
,vise, to a beneficiary under twenty-one (21) years of age, and with respect to which
I alTI authorized to appoint a guardian and have not otherwise specifically done so.
Such guardian shall have the power to use principal as "well as income from time to
time for the beneficiary's education, support and welfare (without regard to the abili-
ty of any person taking care of the beneficiary to provide for such education, support
and \velfare), or to make payment for these purposes, without any further responsibil-
i ty to the beneficiary or to the person taking care of the beneficiary. Any such
guardianship shall tennina te when the beneficiary attains the age of t\ven ty-one (21)
ye ars.
("7 "/) , "
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f:~
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ITEM IV. I nominate, constitute and appoint my husband, IRVING RUCI(EL,
Executor of this my Last ';Vill and Testalnent. In the event of his death, other dis-
ability, or renunciation hereunder, or should he cease to serve in such capacity, I
nominate, constitute and appoint my son, BARF..Y I. RUCKEL and my daughter,
SAI\JDRA A. RUCI(EL or the survivor of then1, to serve as Co-Executors of this my
Last Vvill and Testament.
ITEM V. I expressly authorize my personal representative in his sole and ab-
solute discretion: to sell, transfer, conveyor otherwise dispose of any and all property
at any time forming a part of my estate, in such manner, at such times, for such
purposes, for such prices and upon such terms, credits and conditions as he may deem
advisable; 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; and to execute and deliver such instruments as may be necessary to carry
out any of these powers.
ITEM VI. All estate, inheritance, legacy, succession or transfer taxes (includ-
ing any interest and penalties thereon) imposed by any domestic or foreign laws now
or hereafter in force 'Nith respect to all property taxable under such laws by reason
of my death, whether or not such property passes under this my Will and .whether
such taxes be payable by my estate or by the recipient of any such property, shall be
paid by my personal representative out of my general estate as part of the expenses
of the administration thereof .with no right of reimburseluent frOITI any recipient of
any such property.
{1" /1
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ITEM YD. I direct that no personal representative or other fiduciary hereunder
shall be required to give any bond, and that if, not'.vithstanding this direction, any
bond is required by any law, statute, rule of court, or otherwise, no sureties be
required thereon.
IN WITNESS WHEREOF, I have set my hand and seal to this Iny Last vVill and
Testament, consisting of four pages, to each of which I have affixed Iny signature,
this '7 ':#1
day of UC-C.C1'(:il-f"/.:!. , 1993.
, .., ( I {/
Lf...:! ~ LL 'LI. ./
,,-:
r-
\ ,."." .
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/tj"f /:'~. i..-"0't.
Signed, sealed, published, and declared by the above-named AILEEN E.
RUCKEL, as and for her Last Will and Testament, in the presence of us, who, at her
request, in her presence and in the presence of each other, have hereunto subscribed
our names as wi tnesses thereto.
~;J.~
Address:
135 Chestnut Street, Sunbury, Pa.
~ j ....~.- /'
...:"5 62// t' ck..#' at' J' / ~<) t~7
Address:
135 Chestnut Street, Sunbury, Pa.
- 4 -