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HomeMy WebLinkAbout94-00052 ~ .,. I " i. .\ .' !' ." No.~~-< /-~~ ~7 I. ..I ',. ,,' , .E:state 'oF .i .,: I.. [.. " I,. i'I" ,. .1' :', \ '. I'. /;'/: ',', ,. .1 ., ., .,. 'I' ,1<" ;;~ 1'-, , ,I', " " I I,i " '" d ~. ,,;!i:' .'/ " , i"i " " ',l' i' 'J,,'"" 'i'.'1 ,j,:\( . . I',.., :~..) \ ' .'" 'I':, ,I" ,<:1' ",".' , ,I ,',(l'r "" " ':jl;, , " " I',' I,'if',. , .' \ \. ~ ,. ,'.""; .{'/:'-". 1',' ," .'1' "I. : ;t\' " :., ,. ,.,")., , t',.,; ,t.,' '_", t' , 11 I I' ',' ,. ," ji ,";, ,. '\' ':l,'.r .:, ~ i I :' , ',',1,. " .., I' " .,1' '-;' ,', '1" 1 . \ "i.:' f.'l II I;' ,t' ... ',' .,. {I"jt,. I.' /,1' 'Ii ., "'i 'I', , "i"" !; .' '".,1 ,.' , J," .1' I"~ ,;" .,1, ( 'I, " 1'\ '1'" I": ',,-" ',I' " c.'''''-'' ',I, .1," , I " " "1,/1,) " \, " M.~. iIfIi:.J (>.I_.nJ ~~ , .~ I ,. " . . ." I:' '. " " ,j. :,! ." I" , I,': ;p,: ,. ,"" ..:1,,' .,,\., ,', " " " ,,,,'I i. ,. ,. ,. of::,!. .\', ':,.>;1'. , . ~ ('j '1 I< ,,! I-I,,':',' 'I, .. on: \.-' ',t "~\11' ,J' b;\'_", .,. I', ,'\. , .. i{-1 j ,1/\1 I' : : ~ X; :;\~, ,!\I ,',' ,(t '\;...' il.: 'd,'\ , ~:: ,,'; ,,, ... ,,' I I. i', 'j,', ,. \, ,L ",I" , ' '''1. ': , " ',j, I< <, "", .' I " , .. 'I. ' ,1/;1:;, "",'1," , I It:, " Ie ,1..1,:/;\" " " l:"'j! '"I, '. 1:','1 ., ',1" : , :,' ~ I ' ~, 'I' , " I', :,.. , ," , d. IP' , , "~I' ,'t;I' d' ii,', I r 'I 1 I 'ill". I: I. 11" ,;,t',. 1.'(1' , ii' .1. I I" " 1.1" ,,': 'j' " .. ' PETITION "'OR PROBATE and GRANT OF LETTERS No, _ ~ 1- tt!:L:_~- OJ To: '. Register of Wills for the , DI'cease/I, Counly of ,c.,~ In the Social Security No, / 'l 'IJ - U .'S- - .<) <(Cj 'I Commonwealth of Pennsylvania The petition of Ihe undersigned respectfully represcltls Ihat: your petltloner(s), who Is/arc 18 yearr. of uge or older anlhe execUI fl~~ huhe last will of the ubove decedcnl, dUled _clAAlI' 11.<:." I 7 , 1!1J1;:l and codlcll(s) dated ' h~Wte oj f!u r 11 ';7, tu" II <, also knowlI as named ,19~ (~tlllC relevant drclllmlullccs, l',g, rCllunclnlloll, dcalh of C'<CCUIOf, etc,) Decendent was domiciled at death In-L'(..~}t1tf;?t r}/l/ V County, Pennsylvania, with h <?C _ lasl family or principal residence al ;',;Jy /Ii".' f' ,UtI..J:::.~_12.J:... , _ ('11MI' tI,l/ ,p~ -1]0// , (1I~1 ~lrCC1, nllmhcr llnd l1Iullcipnlily) Decendent, then-2~, yenrs of uge, died _l:1.f.lt\l"tlt2 Y (;., , 19 95' at HH(!(!/VJt(.!t;, IIt"'d.~/l,J ~_;.-LLt.!.i:';'~11.5";' (.!(" I-:r;-.:; . Except as follows, dccedenl did not marry, was not divorced and did not have a child born or adopted after execution of the will o[[ered for probute; was not Ihc vicllm of a kl1llng and was never adjudicated Incompetent: Decendent at death oIVned properly with estlmuled values as follows: (If domlelled In Pa,) All personal properlY (If not domiciled In Pa,) Personal properlY In Pennsylvanin (If not domiciled In Pa,) Personal property In County Value of real eSlale in Pcnnsylvanln situated as follows: :h'v,~ $ I~. ('(Ill $ $ $ WHEREFORE, petitloner(s) rcspectfnlly presented herewith and the grant of lellers theron, reqncst(s) the probate of the last will and eodlell(s) "1'~.-i' T,1 ,(/) ~ it.- 7/h2..y (lc~lalllcntnry; administration c,l,a,; administration d,b,n.c.t..,) j B '0_ '6 ~ ..:i 'll,g .'il ~... lr~ 30 ,i Vl 1f!t('HHk'iJ [) LtI,S'.k~J'k.L_ ,;~,.?"4.~, J;<;_J'"jfl(kI,' ;';'f-'. .Ll1..!:.('l!t/;VIf.../i 'L'(, //1 /?~:;-'r . " 'I? l'J-!i.6- OATH 01<' PERSONAL REPRESENTATIVE COMMONWMLTH OF PENNSYl.VANIA } 88 COUNTY OF' CUI,1BERLAND The petltioner(s) above.n:lmed swear(s) or afflrm(s) that the statements In the foregoing petition are trlle and eorreelto the best of the knowledge and belief of pelltloner(s) and that as personal represen. tatlve(s) of the above dccedent pelitioner(s) will \Veil an,c.ltrnly admlnisler the estate according to law, Sworn 10 or affirmed and subscribed /C1~/;::" " ~~;;.;c.. b'f~" ~"hl, : ., '~t '0". of f ~ 1S!1 lIt~tJ6frc~~ ~~~ -- ~ IL/....IR"I... f.D '-6/ No. 21 - 94 - 52 I Estate of RUTH ,1. WI L LI S _, Deceased. DECREE OF PROBATE AND GRANT OF LETTERS IInd Letters ___ lire hereby granted to AND NOW _____~ANUAR.! 25, __ 19_~, In conslderallon of the petillon un . the reverse side hereof, sHtlsfllctory proof having been presented before me, IT IS DECREED lhatlhe Insl\'urnent(s) dllled__. JANUARY 17, 1992 described therein he admitted 10 probate IInd flied of record as the last will of RUTH J. WILLIS TESTAMENTARY __-RICHARD D IASKOSKl FEllS Probate. Lellers, Etc. """,., $ 40.00 Short Certlfleates( 10.."".." $ ~n nn . Renunciation """"",.,.,. $ X-Pages $ JCP -- TOTAL _ $ 84'~H Flied ,,"'" ~MlJI\R.Y. ,?p", , 1 ~9A , , , . , , , , r2d.d f'M~ft f..(. fh~ '1-/'1-'1'1. 7Jb~~i1;,.nl2Vu {Jcm. CiL ~ U Regl'ler'or Willi . .. r; d MARY C. LEWIS AlTORNBY (Sup, Cl, I,D, No,) 9.00 ADDRBSS PHONB JI' ..&.:;{J. <.IC) " . Ii .' , lJl , t'~ (1 1,1,1 :.io.: ~ ~1 (h , c': .. IV) ~.. '" '" ~ t,J,i-'/ , " (';,' i_I) I (J (/J ...,. ,. ~ roo: p, .!!i- ce CJCJ Mailed letters and order. to Executor on 1..25.94. " 'i' , ",1 ,\., I,', I I. , , '1.'... " .. " I' . " ~ ,I t', "" " " .,. " " ,. " ;.\' ", '1'11 I' ,,' :,"", ." " " 11 'I, ~, I I' , ," " j' ';\' I, ,. .i ,I I, " ) " L , . ., l ..... '" j,'l, -I',' ." , " , .'!' "I, ", '.1- 1 'n , ,. ,. "'1' 1,1" I,; '''. " 1\ \, I' " " 'I' I' ,. fo. o i" ,., "j; I, i'!', I," Ii I' " r: , " , ,,' " , I' , . ,I ",' " ',',\, ':1 Vl H ..:l ..:l ~ Ij ~ ~ "" I. ". '" '" '"I'i' '. \; I' , " '. I. \: "I' " ,.', " I, , ~',' ,. 'I, '" '" .1, ". ,'" ,. , 'p, '," .1' ,. " ',ii ,. . , " " n, ': ,.... , .1', , I'" " \' ': " , " II " i " ., " ,,' , , ,. " '. " " '1: '-" , '.',' " I ,,' ,,.. :,' i,-, " 1,1, I' , " r,j. 'I, , \', i" ,I ". ,. I " , .' .'. " , " "-, "i. " "I, .,. I , " , , , " ,I,:;, ., , " " \, "t" I, " /' ;, ",' ,,, ,I ,., " " " '11\ ,\ I' !I., I,', ,. :' ,q'l ", " , " ., " '. ',." ". , I,' " '" ,. ':' I'" 'I'. ", " " , ,.1' ,.,\."" " I, II', fl,' , I " I, , " ",~, ':,' i g~! i ID ~ z ~ Uh , i)! Ii,' "'I,' "11 "". .. , I, " ". II', .; ': " " ,. ~~.. h~ ~,1 (}':,': 1 ,. i ;1 '11':"," '1' i ; .. , ~)' 3H'i . " :' ,'. ',1\ 1:;1:' , ,. "I' , ,. ". I, " '" I' , I I, " " ,," " ,\!.!.\! '1\1', , , , , . " ,1' ~ ;1'.'1 \0' , (11 0'1' ,. "Ii' j', ' " I' " ~ '" " '". "I " ,. :' .. ~ - W i' ',' ," 'I '.1' " " , " ./~ , ,. I"i \, ., ., ", "";', ,: ", '\, " \j ., ;,1, cwl . ''In. ' '(~ tJ. (~, ~~~~ t,~.\ '., _I ~,~' (I , ~~' 'I ". 'I', .. .. g .. , , ,. , I. " "'f 1 ,. . , 1lLa~tt ~~1i11 aub. Wl'~ttalltl'1tt or RUTH J. WILLIS I, RUTH J. WILLIS, of Camp Hill, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and Codioils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insuranoe policies thereon, as follows: (A) Fifteen (15%) peroent thereof to my grandnieoe, ALLISON R. WILLIAMS. (B) Fifteen (15%) percent thereof to my niece, TRACY E. McALISTER. (C) STANK. (D) lASKOSKI. (E) STANK. ~. (F) ~ , " ,', SWETT. , ' , \ (G) ,~ D. SWETT. Ten (10%) peroent thereof to my brother, WILLIAM A. Five (5%) percent thereof to my niece, BETSIE L. Ei.ght (8%) percent thereof to my nephew, BRUCE E. Four (4%) percent thereof to my niece, ELIZABETH J. Four (4%) peroent thereof to my grandnephew, JAMES -'" '..., (H) six (6%) percent thereof to my husband's son, ROBERT D. WILLIS. (I) Eight (8%) percent thereof to my grandohild, BRADLEY E. WILLIS. (J) Eight (8%) percent thereof to my grandohild, JOCEYLIN A. WILLIS. (K) Eight (8%) peroent thareof to my grandohild, ANDREW ,. , 'f"- K. WILLIS. '. (L) Two (2%) pE'lrcent thereof to my niece, CAROL J. VANDYKE. (M) Five (5%) percent thereof to my niece, SHARON KOTOVSKY. (N) Two (2%) percent thereof to my nephew, THOMAS M. STANK. SECOND: Should any of the individuals named in Clause FIRST, (A) through and including (N), hereinabove predecease me, I direct that their share or shares under this, my Last will and Testament, pass to their issue per stirpes by representation. M!ill: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or condi- tions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to ,-, \ receive the proceeds of any disposition or it. , To partition, subdivide, improve '"'- (B) or real estate and \ \ -": to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without >.'/ abandon restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. , (E) To exorcise any option, right or privilege granted in insurance polici.es or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, inClUding, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in ordor to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. r, , \ (I) fro select a mode of payment under any qualified retirement plan (pension plan, profit Sharing plan, employee stock ownership plan, or any other type of qualified plan) to the oxt(1nt the plan or the law permits them to do so, and to exercise nny other rights which they may have under the plan, in whatever manner they consider advisable. FOURTH: I direct that all inheritance, estate, trllnn- fer, succession and death taxes, of any kind whataclOVet', whioh may be payable by reason of my death, whether or not with reupeot to property passing under this Will, shall be paid out of tho prInci- pal of my residuary estate. FIFTH: I nominate and flppoint RICHARD 1>. IJ\SKOfll<I, (', "Executor of this, my Last Will and Testament. In the event. of tho death, resignation or inability t.o serve for any ronDon whntsoovor (\. lof the said RICHARD D. LASKOSKI, I nominate nnd appoint IIWl'!lIf~ I" ~' " " , LASKOSKI, Executrix of this, my Last Will and 'l'entamont. I direot that my Executor or Executrix, as the onsa may bo, and thoir succeSBors, shall not be required to post seourity or /I bond for the performance of their duties in any jurisdiotion. IN WITNESS WHEREOF, I have hereunto sot my hand and seal ,. :- to this, my Last will and Testament, this I;/tfday 1992. of J'rI'''''' . ., . RUTH // In , ~' "'. ( : ) _(SEAL) Siqned, sealed, published and declhred by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address I ," ~ /II,W,,~ ;/. (~"'-' U/Jla4-"~ t7 f} /5/JAAAP.- Address " I; I ' '.' I. " , ". . , .. . , ,[ j '" " ,.'i 'I " 4' , ,1".' 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I:, , '" '0' {,I' ., ., " II' , , " " ,I " j,;, ,', " " ". ',. '1 '''1' ,;" /1, , I" ., il,'" . !, /. ,11"1;, 1:1:1, "'", 1l,I, 10 " ',1'1.1 1'1' HI I'" ,.,'.,' " .,. ., " \'!' " , .I', II' ,. "'. .1 ,,' I " ',' ,. , " '" ,,' '_ I ','-'1",\,1 ,;.'i" I; " I, .' .'--., , ',' i",', i, ""1' ".., , i\ .. I '::\ ,,1 1;, ,I ". '\: I ",(, ., ,. ,It' ./. I.' " I' .' I .. ,. ., " J 3,YI-ID ~ ~ ~ 1t/-/!?4--1., INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLlCAYE WITH REGISTER OF WILLS) COUNTY CODE YEo\R ,AND MIDO~! INITIAL} . - US J. 105 November Drive SOC'AISECURllYtWMoER -------ro7.mrr~-~ ft) Camp Hill, PA 17011 17B-05-54_~__ I Of/Ub/94 I ~., O')f}~R _ C~""', o 2. Supplemenlol Relu,n NUMIE_~ .!'/0I5oo EX. 111.911 ~,. (lr', 1. Real Ella" (Schodulo AI ( 1) -1;~'2',731l-o'J8'--- , 2. Slack, and Bond. (Schedule BI ( 21 ..______ 3. Clololy H,ld SlockIPo,'"",hlp I"Ioroll (Schedule q (31 -Hone______ 4. Morlgogll and Nolo' Rmivoblo (Schedule D) (41 None -gO-;-2511-:'B4 5, Co,h, Bonk Depollts & M'"ellonoou, Plllonol Prop.rty( 51 (Schedule EI None 6. Jolnlly Owned Propo,ly ISchodulo FI ( 61 -If(:rn-e 7, Tron,fo.. (Schedulo GllSchedulo II ( 7) __'_' 8. Tolol Grall A"ol. 110101 Ii nil 1.7) 9, Funorol Expen,o., Adminlllrollve Co,", Mllcolloneou, (91 31.670.18 Exponll' ISchedulo HI 10, Debts, Morlgogo 1I0bilill.., lion. (Sch.dule II 11. T 0101 Deducllon, (Iolollln.. 9 & 101 12, Nel Value 01 Eliot. (lin, g mlnu. line 11) 13, Chorlloble and Govornmenlal Boquo," (Schedule JI 14, Nil Value Subiecllo To, Ilino 12 mlnu, line 13) 15. Amounl 01 line 14 loxoble 016% roll (Indude volu.. from Sch.dulo K or Schedulo M,I 16, Amounl 01 line 14 loxobl. 01 15% role (Indude volu.. from Schedule K or Schedulo M,) 17. Principal la, duo (Add lod,om lino 15 and from line 16.1 18. Crodits Spou.ol Poverty Crodil Prior Poymonl. + + 19, If lino 18 II groolor Ihon line 17, onler Ihe diKerenco on line 19. Thi, II Ih. OVERPAYMENT, aD 20. If lino 17 II grooler Ihon line 18, enler Ihe diKerence on line 20. Thl, II Ihe TAX DUE. A. Enll, Ih. inlero.1 on ,he balance dlle on line 20A, B, Enler Ihe 10101 of line 20 and 20A on lino 208. Thl, I"he BALANCE DUE, Make Chock Payable to. Rogl.ler of Will.. Agont ..IIE SURITO AI4SWER AIL QUEST10NS ON REVERSE SIDE ANDTO RECHECK MATH." Under penult/e. of perjury, I declar. ttlat I hav'lII.cmln,d lhll "Iurn, Including accompanying IChe'dulu and It:llllmenll, and 10 Ih. b.1I 01 my ~nawl.d9' and blll.f, II II tru., carreel (lnd complel., I declare Ihot all r.al ellal. hos bun reporttd at hue mClr~el yolve. Oeclaration af preporer other than th. penonal r.pr..tntatlyt i. bated on alllnfarmallon af which pr.pare, hel any ~nowl.dge, rnm: em I! ON R! PON I l fOR fIllN R URN AODRE~~ DATI! /, ~.e_.?"-' G'Y 7t.t(.1~IC.t:'.:' ,J-Ieci'inJf-/rJ.'<lll', tp4 /71iSr 6.rc?;<?f''r 1 'u rormJi'Aiilr6IHfRTtmrR!Tlf!1lNI"IY! 'DOrm--- 0;.11 l!! ~~g 52.. ...Ill ... c( '... lllffi =Q oZ u2 ~.' ~ '.~ I\:~,'!.:~ ,p COMMONWeAltH m peNN~YLYANI4. OEl'ARTMENT or ReVI!NUE OEPT, now 1 HARRI~IURO. P.A 17t28.0601 M Willis, Ruth .01 DATIIO. DIATHAm. 12/31"1 CHICK HIli IP A lPOU.AL POYUTY CIIDIY II CLAIMID 0 PILI NUMIIIl 2194-0052 I1i 1. Original Relurn Cumberland o 3, ~.molnder Rolurn (for dol.. of doolh prlorto 12-13,821 o 5, Fodorol Ello'e Tax Relurn Required J.. 8, Tolol Number of Safe D'~O"I Box.. o 4. lImlled E1lore o Aa, Fulure Inlerlll Compramhe (for dol.. of deolh oher 12.12,821 CJll6, Deced.n' DI.d Te"o'. lJ 7. Docedenl Molnloined 0 Living T,u,1 (Alloch copy of Willi (Alloch copy 01 T ,u,11 ALL CORRESPONDINCE AND CONPlDtiNTIAL TAX INFORMATION SHOULD BE DIRECTlD TO. NAM MPllTl MAILING ADDRI!SS Richard D. Laskoski 54 Timber Road Mechanicsburg, PA 17055 HCmfNUMil! 717 697-9055 or _.1. ' 717M854-7821 I .' z o 3 E ~ I 8) 402.997.22 1101 6Q2....",7 32,279.45 370,717.7'1 -0- (11) (12) (13) (14) 370,717.77 6,672.92 1151 111,215.33 ~ ,06 .. z o 1= g ~ S (161 259,502.44 38,925.37 ~ ,15.. (17) 45,598.29 Discount Inlerlll (181 (19) Chock hOTO if you mo fCCIUC,tino CI ,cfund of your OVC'fH1YRlCnl. 45,59B.29 (201 120A) (20B) 45,598.29 . -. ~ , , , " PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK( i" )IN THE APPROPRIATE BLOCKS. . . '. . . . . ....tJ!Q. 1. Did decedent make a transfer and: a, retain the use or income of the property transferrod, """""""".....""."......."" b. retain the right to designate who shall use. the property transferred or its income, v' c. retain a reversionary interest or ........,..............,.....""....."...................,........ . d. receive the promise for life of either payments, benefits or careV ......"""......,,,,, 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideratlonV If death v' occurred aftar December 12, 1982, did decedent transfer property within on'e year of death without receiving adequate consjderation~ "....................."........".............. 3. Old decedent own an 'in trust for' bank account at his or her deathL...""""...."'" V IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PAR'r OF THE RETURN. , , . , , ,. .- ,. "IV.l1031X'IU6j ~~. COMMO~WfALTH Of PlNNSYlVANIA INHf~IfANCE TAX UfUAN m'OINT aIel OINT SCHEDULE · J STOCKS AND BONDS ESTATe OF FILE NUMBER Ruth J. Wi11Ja 2194-0052 (All proportv Inlnlly-own.d with Right .f Survlvollhlp mu.' be dllClOIId on Schedule F,) ITEM DESCRIPTION VALUE AT DATE NUMBER Of DEATH 1. Trust Agreement Cash/Cash Equi v . 1,300.00 Farmers First Bank Ace. Int. 0.88 P.O. Box 1000 Lititz, PA 17543 Corporate obligations Aeet # I<ellog 25/591.00 Ace. Int. 700.62 Mutual Funds BEl GNMA 4,892.47 Ace. Inc. 4.43 BEI Bond Index 4/906.55 Ace. Inc. 21. 96 BEl Limited Volatility 10/301.85 Ace. Inc. 42.84 BEl Bond Fund 4/562.04 Aoe. Inc. 19.06 2 10 Uni ts PA tns Muni Tr Ser 30 5,801.20 3 10 " " II " II II 57 6/983.10 4 10 " " " " " II 32 6,240.90 5 10 " " " II II " 34 4,038.60 6 24 " " II II II II 49 19,040.88 7 20 " " " II " II 31 11,470.20 8 30 " " " II II II 121 31,185.00 9 103 " Nuveen Tax Ex Tr 39 5,005.80 10 100 " " " II 63 10,629.00 TOTAL (Aha enlor on line 2. Recapllulallon) (II more 'pace il needed, ;nl.,I addiliono/.h.e" of ,am. .ize.) ~52,738.38 .'V.lSot Ih 11.171 w 1: SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPIlRTY COMMONW/ALTH 0' P!NNIYlVAN'A INHIIITANCI YAK mUIH IIIIDlffI DICIDINT ESTATE OF Ruth J. Willis PI.DI. Print or Typ. - FilE NUMliER 2194-0052 - ITEM NUMBER ~rop"IY 101'Ilv_.od with Ih. RighI of ',,,'v.,ch'p mUll bo dllllOlod on 'ch.~.I. P) DeSCRIPTION VALUE AT DATE Of DEATH 6. 7. 8. 9. 1 pennsyl vania Enlployeas Credit Union P.O. Box 1006 Harrisburg, PA Acct N 0178055494 savings Ace. Div. 91,179.09 43.51 2 Farmers First Bank P.O. Box 102 Lititz, PA 17543 Acct N 13-065688-00 PNC Bank Camp Hill Shopping Center Camp Hill, PA 17011 Acct # 51-4016-5205 Harris Savings Bank P.O. Box 1711 Harrisburg, PA 17105 Acct # 1002127211 Acct N 1066225753 50,891. 57 37.34 17,853.48 142.10 Checking Aoe. Int. 26,071.71 44.36 3 Checking Ace. Int. 59,117.70 3.51 4. Savings Ace. Int. Certificate Ace. Int. 5. Deposi tEl 100.00 Tax Refunds 378.09 140.55 other Refunds Personal Property (Inventory Attached) Cash On Hand 4,210.00 45.83 TOTAL lAlla enter on line 5. R.copllulatlon $ 250 1258.84 141lach addlllonol 8\'1" )( II" ,h"ull mort 'pan II n"d.d.) I ~ I.V.1SIJI..jUJI '* t.OMMONWI4'IH 0' "NNlnVAH,A INHtll'ANC' TAX IUUIf.! ltltOlN10ICIOINl - ITATI OP Ruth J. Willis ~ ITIM NUMBIR 1. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS DISCRIPTION -. Rent 2. Eleotrio utility 3. Telephone 4. Charge Aooounta , . 5. Medioal . "I, ,,' ,. , ' '" ,I" " " I', " " " , il " , '. ,. ,. .!' TOTA~ (Aho Inler on IInl 10, Rlcopllulallan) III more .pau.l. n..d.d, InI.rt addltiono',h.." 0/ ,am. .1...) " "" , "',' I,' It., ,. ,. AM~UNT 237 .~8 14.13 6~.47 151.72 139.27 ,.' " " " '. j'" ',< ,. ., Ii . l' ., .! I. " ,',' I. " ,,' " . ,', $ 609.27, - ,",-1""" II'~ '* COMMONWIAUH 0' "NNmVANI.\ INHllnANCI 'AX 1I11llN "~OIN' DfC'OlH' ESTATE Of Ruth J. Willis ITEM NUMBER 2. 3. 4. 5. ITEM NUMBER 1. SCHEDULE J I BENEFICIARIE~ PILE NUMIIR 2194-0052 NAME AND ADDRESS Of BENEfiCIARY RILAT/ONSHIP AMOUNT OR SHARI Of ESTATE A. Ta.ablo e.qutllll 1. Allison R. Williams R.D. 1, Box 952 PaXinos, PA 17860 Traoey E. MoAlister 10 Swiden ct. Greenville, Se: 29615 William A. stank 30 Cornell Dr. Camp Hill,. PA 17011 Botsie L. Laskoski 54 Timber Rd. Hechaniosburq, PA 17055 Bruoe E. Stank 555 Sam Snead Circle Etters, PA 17319 ( Continued on attached sheet) 8% Grand N !aoe 15% Niece 15% Brother 10% Niece 5% Nephew NAME AND ADDRESS Of BENEfiCIARY AMOUNT OR SHARE Of ESTATE e, Charllablo and Ga.ernmonlal eoquOI'" , . " TOTAL CHARiTAele AND GOVeRNMENTAL eeQUESTS (Aha onlll an lint 13, Rocapllulatlon) S (II mar. .paco i. noodod, InlOr! additional .ho." of .alno .ilOl Page 2, Schedule J Estate of Ruth J. Willis 2194-0052 6. Elizabeth J. Swett Niece 4' 922 N. Franklin St. Shamokin, PA. 17872 7. James D. Swett Grand Nephew n 922 N. Franklin st. Shamokin, PA 17872 8. Robert D. Willis stepson 6t 204 S. Stoner Ave. Shiremanstown, PA 17091 . I 9. Bradley E. Willis Grandchild at I 204 S. stoner Ave. I Shiremanstown, PA 17091 I 10. JoceYlin A. Willis Grandchild at I 204 S. stoner Ave. I Shiremanstown, PA 17091 I 11. Andrew K. Willis Grandchild n 204 S. Stoner Ave. Shiremanstown, PA 17091 12. Carol J. VanDyke Niece .n 2622 Stone Mountain ct. Herndon, VA 22070 13. Sharon Kotovsky Niece 5' 5713 Shropshire ct. Alexandria, VA 22310 14. Thomas M. Stank . Nephew n. 2903 N. Culber House Rd. Jonesboro, AR 72401 1111111111/11111/11111111 END OF LIST 111/1111111111//1111///111111111 , " I I I I I I , , I ~ \ " R!Y-1947 BX AFP (08-94) COtttOtfWEAlTtI or PENNSVLVANIA * Of.PlATIEHT OF REVEHIJE !URUU Of INDIYlDUAl TAKES DEP'(.1I0601 11ARRISIURD, PA 1H18-0601 JI. 1J,1.. ~, NOTICE OF INHERITANCE TAM APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ACN 101 c.. DATE 12-19-94 - J FILB NO. DATE OF DBATH 01-06-94 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBNIT THE UPPER PORTION OF THIS FORN WITH YOUR TAM PAVHENT TO TNE HEOISTER OF WILLS. NAXE CHECK PAVABLE TO "REOISTER OF WILLS, AOf.NT" REMIT PAYMENT TO: RICHARD n LASKOSKI 54 TIMBER RD MECHANICSBURG PA 17D55 ESTATE OF WILLIS RESERVATION CONCERNING FUTURE INTBREST " SEE REYERS! APPRAISED VALUE Or- RETURN BASED ON: ORIGINAL 1. Rool EIIIII (5choduh A) 2, Stooko ond Benda ISchodulo BI S. Clololy Hold Stock/Plrino.lhlp Intorut (Schodulo CI 4, NortvoVOI/Notu Rooll.lbh (Schodul. 0) 5, Cuh/Bonk DIPolih/Hllc, Porlono1 Prcporty ISchldulo E) 6, Jointly O.nod PrcPlriy ISchoduh F) 7. Tr."ofor, (Schoduh 01 B, Totol h,.h APPROYED DEDUCTIONS AND EXEMPTIONS: 9. Funorol E,pon..a/Ad., Coah/Nhc. E.pon..1 (Schlduh HI (91 10, Dobh/Norlolgo LhbUIUu/Li.,," (Schodulo II lIOI 11, Totol DlducHono 12, Not Vlluo of To. Roturn 15. Chorillbh/Ooyorn.lntol Boquuh ISchldulo JI 14, Not VoIuI .f Eatoto SUbjoct tc T.. REG I STER DF WI LLS CUMhERLAHD CO COURT HOUSE CARLISLE, PA 17013 I A~o~t Ro.iUod l 0, I' lI) 121 ISI (41 IS) (61 (7) . ~l ' 00 152, 7~tl:31l b"IOO ~~ 250.2~ U\ ,00 -..J .00 (8) DATE 12-19-94 CUT ALONG THIS LINE ... RETAIN LOWBR PORTION FOR YOUR RBCORDS ~ R IV :iiii'f" ii{" AP'in 0 ii: iiiii -HoY i cr"liT Y NHiiiii ANCE"YA X - 'A"p P R'A"i s iifEHi'"; -At DiwANCE -iiri" - -"" -"""" - - - - - -" DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RUTH J FILB NO. 21 94-0052 ACN 101 TAX RETURN WAS, (X) ACCEPTED AS FILED (I CHANOEDW~ n~ 31,670,18 609,27 III ) lI2) (IS) lI41 ~ :0:0 tOg t'.~,' (] :U ell " f.J. t:J t'") ~ , ' .., rif\;' iifo .." 402.997,22 ~'.'7c) 41; 370.711,77 )0 37 0 . 71l.:.21. NOTE I If an ......ment was is.ued previoualy, linea 14, 15 end/or 16, 17 and 18 will r.floct figure, that includ. the total of 6!.!.. returna a..lalld to d.b. ASSESSHENT OF TAX: IS, AlIOunt cf L1no 14 at Spou..l roto 16, Aoount cf L1n. 14 to,"blo .t Lin..l/Ch.. A roto 17. AMount of L1no 14 to,oblo .t CoU.torol/CI... & roto 18, Prinoip.1 TI' Ou. (15)- 1161 1171 TAX CREDnS: PAVHENT DATE 09-07-94 RECEIPT NUNBER MH912907 OISCDUNT (') INTEREST ('1 ,00 .00 X ' DO. 111.215.33 X ,06. 259.502,44 X .15. (lBI AHOUNT PAID 45,598.29 TOTAL TAX CREDIT BALANCE OF TAX DU! INTEREST TOTAL DUB .00 6,672.92. 38.925.37 45.598,29 45.598.2~ .00 .00 ,00 .--J . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF AOOITIDNAL INTEREST, IF TOTAL DUE IS LESS TNAN n. NO PAVNENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (r.R). YOU NAV RE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTlo',S. I " RfIERV_TIOHI E,t.,,, of decldent. dv1ng on or blfar. Dlcelblr 12, 1911 ~~ If any future Int.rllt in thl ..t,te 1. transf.rred In pa.....lon or ,"Jom"t to Cl,.. 1,(ooll1t,ral) bl"lflol,rlll of thl dlc.d."t .ft.r thl 11Irlr.Uon of any .,tet, for lIf. or for Vflrl. thl Co..onwtllth htrtbv IlIpr...1Y ,...rv.. thl right to Ippr,lI, end ...... tran.flr InhtrSbncl TIXII It thl afwful el... . (ooll1t1r.O rill on any luch futur. Int.rut. PURPOSE Of MaTltEI To fulfill the rlqulrl..nU of Stctlon 2140 of thl Inh,rltanot and Estlllh TIll Act, Act Z2 of 1991. 72 P.S. Seotlon 2140. Delich thl top portion of thh Hotlcl and ,ubtlt with your pay,,"t to thl Rlllhtlr of Willi printed on the rlVIr.. .Id.. "Htk't chick or IOMY ordtr Plyablt tOI REGISTER OF MILLS, AOENT All pIy.,ntl rle.lvld .hlll flr.1 bt applhd to .IlY lnttrll' which IIY bt nul with an~ re..lndllr applied to thl tllC, It[FUHD (CA)I A refund of . t.1C crldlt, ..hlch .... not rlqu..tld on thl fix RltuI'n, 'IIY b, nqul,tld t-~ cOlplltlng an "ApplJeltlon for Rlfund of P.nnlYlYtnll Inherltanc. Ind E'ta1. 111C" (REV~1513). Application, "rl ",vIlltblt at thl OfficI of the Righter of Willi, .ny of the Z5 RlvlnUI Olltrlot Offlcu, or by call1nll the 'Plclal Z4~hour an....rlng ..rvlc. I~er, for for.. orderlngl In PIM.ylvlnla 1~600'362'2050, nut.ld. :'.nnlylvM'lII end ..Uhln 10011 Hlrrllburglrll (117) 787~a094. 1001 (717) n2~2252 OIlIrlnll Ilpalnd Onh). PAYMEHT, OI.JECTt~SI Any party In Int.rut not ..tltft.d with thl .pprelt...nt, a11owlIl1c' or dlnllowlnce of dtductionl, or ......Nnt of tI)C (lnoludlng dltcount or Intlr..O tlI lhOw" on thh Notlc. IUI1 objlct within filCh <601 da~f of nCllpt of tt1h Hotlcl bVI ~.wrlttln prot..t to thl PA Olpert..nt of Rev.nuI, bowrd of APPIIl., OEPT, 211021, Harrhlxlrg, PA 17ue.IOll, OR ~~'llot1on to hlvl th. tatter dlterlln.d at ludU of tht locount of the pereonal rtprulnt.t1v., OR .~.pP..1 to thl Orphln.' Court. ADHIH ISlRAIIVE COIUIZCIIOHS, FaatuIl .rrore dl.oov.r.d on thle ........nt Ihould b. .ddr....a In writing tOI PA DIP.rt..nt of RIV.nut, IUrtMJ of Individual Till", ATTNl Po.t At......nt R.vl.w Unit, OEPT. 280601, H.rrhburll, PA 1712a~0601 Phon. (717) 187~6505. S.. plgl 3 of the book lit "In.truotlon. for Inherltlncl 1,1C Rlturn for. Ruldlnt OICldlnt" (REV..lSOn for In l)Cpl.naUon of .dllnlltrttlvlh corrtchbll .rrort. INTI.IT' If any tllC due I. plld within thr.. IS) clhnder IOnth. after thl d.cedlnt'e duth, I flvl ptrolnt (S:U dhcount of the tllC plid I. IUowld, Inter..t It chlrtR blglMlng with flr.t day of dlUnqutney, or nlM (,) IIOrtthl Md onI (1) dlY frol tM dati of dt"'th, to thl dltl of PIV","t, TaMIl which blc", d.llnquent b.fort JtnUtr~ 1, \912 b..r Intlr..t It thl retl of .IIC (6:<) perc.nt per annul c.lcul.hd It . dilly rlt. of ,00016". All tlllll which ble... cMllnqu.nt on end Ifter January 1, 1912 ..Ill bllr Inter..t .t . rat. which wlll vary frol clllnelll' ye.r to uhndtr Vllr with th.t retl .nnouno.d by the PA OIPlrt'lnt of R.Vlnu., 1hl appllcabl. Int.rlet ratl' for 19&2 thr~ugh 199~ .rll OIICOUHT I !!!! Inter..t Rita Dilly Inter..t r.otor :!!!.r Inter..t Alt. DIll., lnterut Fector . 1.11 m ,000541 1986 10l ,000214 1.11 16l ,000651 1987 .l ,OO02~7 I'I~ III ,000301 1981-1991 III ,000501 1.15 Ilx ,000356 1992 .X ,000247 1995-199. IX ,0001'2 1991 9% ,000247 ..Jnt.r..t I. clloullttd II follow'l INTEREST . BALANCE OF TAX UNPAIO X hUMBER OF DAVS DELINQUENT X DAILV INTEREST FACTOR .~An~ NoUel I..u.d Iftlr the t,,1C beeo.., dlUnqulnt will refl.et an Intlr..t c.lcuIIUO" to flft"" (11) d.y. b4vond thl d.t. of thl ........"t. If PIV""t II I" Ifter the lnt.rut COIPutlUon dltl ehewn on thl Notlc., t4dIUonll Inter..t IlUlt be olloutltect. " . . , CERTIFICATION OF NOTICE UNDER RULE 5,6(a) i Name of Decedentl_RuTr\ d_,_~!h\lI~ Date of Deathl "I'P\NVM,'1 t.. I l'Iql.( Will No,.~. OOO!ld .Admin, No. .?lql{-oOS:l. To the Reg.islerl I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court ~ules was served on or mailed to the following benefic iar ies of the above-captioned es tate on ,rStuUtIQ,'1 ~ I \t\4t.l I Name Address L \~T PlTT"C.I\S. tl Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NOliE Da te I f~QQV t\/l:i % I \~11J .d L..__P'~ ~ ' .-- <<;~~ture Name-Rwifll!1l 1), LflSl<bSJ'I Address -""I i"\MM~ Il.II. III ~.. .j' II.. ';'i 'in.: u rn , r.;J ,-. (J] i , : It Ii l;i'~ 1.1,(1 '.:r Ill!: r.h CC UU M&c.\'U....'lS~VU'1 PA Telephone!"",) Ioq1~t:tOS~ Capac i ty 1 )( 1111!;~ Counsel for personal. represen tat i ve c.. ,. ,. , . .. Allison R. Williams R.D. 1 Box 952 Paxinos, PA 17860 Traoey E. MoAlister 10 Swiden ct. Greenville, SC 29615 Willi am A. Stank 30 Cornell Dr. Camp Hill, PA 17011 Betsie L. Laskoski 54 Timber Rd. Mechaniosburg, PA J.7055 Bruce E. Stank 555 Sam Snead Circle Etters, :PA 17319 Elizabeth J. Swett 922 N. Franklin st. Shamokin, PA 17872 Robert D. Willis 204 S. Stoner Ave. Shlremanstown, PA 17091 Bradley E. Willis 204 S. Stoner Ave. Shiremanstown, PA 17091 JOceylin A. Willis 204 S. Stoner Ave. Shiremanstown, PA 11091 Andrew K. Willis 204 S. Stoner Ave. Shiremanstown, PA 17091 Carol J. VanDyke 2622 Stone Mountain ct. Herndon, VA 22070 Sharon Kotovsky 5713 Shropshire ct. Alexandria, VA 22310 .James D. Swett 922 N. Franklin st. Shamokin, PA 17872 Thomas M. Stank 2903 N. Culber House Rd. Jonesboro, AR 72401 " '1', ", ,I ,. I'" '. , .'\ ,',' . i,;! .. ,I 11'\': .., 'j" ' < il i' ; i...:,,/. , '. ' " ,. , , ',1 ! I",! ',.,ll ":'" It', '1J' , I i ~ ; ,., 'J~" ... 1.- ' , :, II , " ',v , ,1; I' '.11\ ":'j . , " ",\,i ., ': , . .. , ' 'I' ,,'I . JRD/JUDO 30, 1992/17858 REGISTER OF WILLS Cumberland County Courthouse One Courthouso Square Carlisle, PA 17013 NOTICE PURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Reprcselltatlve RICHARD D. LASKOSKI Counsel : REI E1late or RUTH J. WI LLlS I Deceased, Lale or CAMP HILL BOROUGH E1late No.: 21-1994 -052 Date or Decedent's Death: JANUARY 6, 1994 Pursuant to Rule 6.12, the above named personal representative or the above na\lled attorney, If . applicable, within two (2) years of the decedent's death, and annually thereafter until administration Is completed, Is required to flIe with the Register of Wills a Status Report as required by Rule 6.12, in substantially the prescribed form, showing the date by which the personal representative, or attorney, as applicable, reasonably believes administration will be completed, The purpose of this Notice Is to advise you that unless the requisite Status Report is flied with the Register of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar dsys afier the date of this Notice that the Register of Wills Is required to DOlICy the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said Court conduct a hearing to determine whelher sanctions should be Imposed upon the dellnqueat persow representative and the delinquent personal reprt;\entstlve's counsel, If any. Accordlqly, If the requisite Status Report Is not filed by FEBRUARY 29 ,19~ you are hereby advised that a request wUl be submitted to the Court in accordlllU with Rule 6.12. Date: _ FF.RRIIARV 15. 1996 Distribution to Estate File , ," ,( ,.\,1" .i , ,. " , .