HomeMy WebLinkAbout02-28-07
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE DEPT.
280601 HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (LA$T, FIRST, AND MIDDLE INITIAL)
Oberton, Gilmond W
DATE OF DEATH (MM-DD-YY) DATE OF BIRTH (MM-DD-YY)
12/22/2005 7/10/1917
(IF APPLICABLE) SURVIVING SPOUSE'S NAME
1. Original Return D 2. Supplemental Return
4. Limited Estate D 4a. Future interest Compromise
X 6. Decedent Died Testate D 7. Decedent had Living Trust
OFFICIAL USE ONLY
FILE NUMBER
21 06
00027
COUNTY CODE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
188-12-5542
THIS MUST BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return
o 5. Fed. Est. Tax Return Req'd
0_ 8. Total number of SDB's
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9. Lit'g'tion Proceeds Rec'd 10. Spousal Poverty Credit 11. Election to tax wi Sec. 9113(A)
g~il1Wil.~~j$midflp.lii..~itt.:~g8liil.irj1$8~Ul..\f.._.,I._iW<~Ji.Wt!j~i
NAME: COMPLETE MAILING ADDRESS:
Ronald E. Johnson, Esquire
FIRM NAME:
Andrews & Johnson
TELEPHONE NUMBER
717 243-0123
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(1 )
(2)
(3)
(4)
(5)
(6)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3.Closely Held Corporation, Partnership or Sole-Prop.
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Misc. Personal Prop.(Sch.E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Misc. Non-Propate Prop.
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administration Costs (Sch H)
10. Debts of Decedent, Mortgage liabilities, & Liens
11. Total Deductions (total lines 9& 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts
for which an election to tax has not been made (13)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amnt of Line 14 taxable at the spousal rate,
or transfers under Sec.9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
W&MtmMMm@HWl~MHWmMt.~*IMmt_t"I.~.~ljlt*~Qw.$.~~.mj~lfM1MHf@\tMfWM1M
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(9)
(10)
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ct.
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$18,182.74
$0
$0
Ronald E. Johnson, Esq.
Andrews & Johnson
78 W. Pomfret St.
Carlisle, PA 17013 c-..;)
$37,000.00
$0.00
$0.00
$2,628.02
$0.00
(8) $39,628.02
$17,362.82
$4;082.46
(11) $21,445.28
(12) $18,182.74
$18,182.74
x.O_
x.045
x.12
x.15
$0.00
$818.22
$0.00
$0.00
$818.22
(15)
(16)
(17)
(18)
(19)
%
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Dece ent's ComPlete Address:
STREET ADDRESS
137 Lincoln Street
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discounts
(1 )
$818.22
$1,051.22
Total Credns (A+B+C)
(2)
$1,051.22
3.
Interest/Penalty if applicable
D. Interest
E. Penalty
Please calculate
4.
TotallnteresllPentalty (D+E)
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
(3)
(4)
$0.00
$233
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)
8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) $0.00
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:
b. retain the right to designate who shall use the property transerred or ns income:
c. retain a reversionary interest: or
d. retain the promise for life of enher payments or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary disignation?
D
D
D
D
D
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D
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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 peljury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
DATE
DATE
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% [72P.S. Sec. 9116(a)(1.1)0)).
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 O'llo [72 P.S. Sec. 9116(a)(1.1)QQ].
The statute does not exempt a transfer to a survivin9 spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if the surviving spouse is the
only beneficiary.
For dates 01 death on or after July 1, 2000:
The tax rate imposed on the net value 01 transfers Irom a deseased child twenty.one years 01 age or younger at death to or lor the use of a natural parent, an adoptive paren~
or a stepparent of the child ,is 0% [72 P.S. Sec. 9116(a)(1.2)).
The tax rate imposed on the net value 01 transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S. Sec. 9116(1.2) [72 P.S. Sec.9116(a)(1).
The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblin"s is 12% [72 P.S. Sec.9116(a)(1.3)). A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the deceden~ whether by blood or adoption.
"
LAST WILL AND TESTAMENT
OF
GILMOND W. OBERTON. SR.
I GILMOND W. OBERTON, SR., of the Borough of Carlisle, Cumberland
County,' Pennsylvani_a~. ~eing _o~ s~und ~~d dispo~iI}g min~, ~e~.?ry a~d 3n~ers~ding,
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LAST WILL AND TESTAMENT
OF
GILMOND W. OBERTON. SR.
I, GILMOND W. OBERTON, SR., of the Borough of Carlisle, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory and understanding,
do hereby make, publish and declare this as and for my Last Will and Testament,
hereby revoking all other wills and codicils heretofore made by me.
FIRST: I direct that all my just debts and funeral expenses, including
my grave marker, shall be paid from the assets of my estate as soon as practicable after
my decease.
SECOND: I give, devise and bequeath the T~sidue of my estate,of every
nature and wherever situate, to my daughters, LINDA MAY OBERTON and CAROL L.
BARNES HAMPTON, or the survivor of them.
THIRD: I direct that all taxes that may be assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from
my residuary estate as a part of the expense of the administration of my estate.
FOURTH: I nominate, constitute and appoint my daughter, LINDA
MAY OBERTON, Executrix of this my Last Will and Testament. Should my daughter,
LINDA MAY OBERTON, fail to qualify or cease to act as Executrix, I appoint my
daughter, CAROL L. BARNES HAMPTON, Executrix of this my Last Will and
Testament.
FIFTH: I direct my Executrix and her successors shall not be
required to give bond for the faithful performance of their duties in this or any other
jurisdiction.
..
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, consisting of ~2) ~tten pages, each identified by my
signature, this 3/ P- day of ~J; , 1995.
~~~~"'./.~(SEAL)
Gilmond W. Oberton, Sr.
Signed, sealed, published and declared by the above-named Testator, GILMOND
W. OBERTON, SR., as and for his Last Will and Testament, in the presence of us, who,
at his request, in his sight and presence, and in the sight and presence of each other,
have hereunto subscribed our names as witnesses.
COMMONWEALTII OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
I, GILMOND W. OBERTON, SR., Testator, 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 the instrument as my Last Will and Testament;
that I signed it willingly; and that I signed it as my free and voluntary act for the
purposes therein expressed.
Sworn or affirmed to and acknowledged before me by GILMOND W.
OBERTON, SR., the Testator, this 3;:~day of '-??1-=:"( , 1995.
&. ~Lt)~.I~~ (SEAL)
Gilmon W. Oberton, Sr., Testator
~-~- ~~~~
Notary Public
AFFIDAVIT
COMMONWEALTII OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
We, RONALD E. JOHNSON and kVhr r:: ~ntt:Js , the
witnesses whose names are signed to the attach6d or foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw Testator
sign and execute the instrument as his Last Will and Testament; that GILMOND W.
OBERTSON, SR. signed willingly and that he executed it as his free and voluntary act
for the purpose therein expressed; that each of us in the hearing and sight of the .
Testator signed the Will as witnesses; and that to the best of our knowledge the
Testator was at that time 18 or more years of age, of sound mind and under no
constraint or undue influence.
Sworn or affirmed to and subscribed t? before D1~ by RONALD E. JOHNSON
and ~~. ., p ~~S , WItnesses, thIS .iJ/.c:r day of
'7?1;:;7^ , 1995. .
NOTARIAL SEAl
BRENDA L. BREHM. NOTARY PUBUC
CARUSlE BOIW, CUMBERlAND COUNTY
MY COMMISSION EXPIRES JANUARY 6. 19lI8
SEAL)
, Witness
(SEAL)
~~d~ y~
Notary Public
NOTARIAL SEAl
BRENDA L. miEHM. NOTARY Pl/SUC
CARLISLE BORG. CUMBERlAND COUrm'
MY COMMISSION EXPIRES JANUARY 6. 1996
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SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
Gilmond W. Oberton
21-06-0027
All real estate owned solely or as a tenant in common should be reported at fair market value with is defmed as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to sell, both having reasonable knowledge of the relevant facts.
Property jointly-owned with Right of Survivorship must be disclosed on Schedule F.
DESCRIPTION
VALUE AT DATE
OF DEATH
ITEM
NUMBER
1
I
ALL THAT CERTAIN tract of land with the improvements thereon erected
sitaute in the Borough of Carlisle, Cumberland County,.Pennsylvania, being
known and numbered as 137 Lincoln Street, Carlisle, P A 17013
(see appraisal attached)
$37,000.00
Total (also enter on Line 1, Recap)
$37,000.00
-= 1".,~~-11IJ=1;Il'.I".I~.i.1Jt-. ; ...'..t Fila IItL 0400106
Addnlss 137 lJnalIn SlIeat - - CIIv 0risIe SlaIII ... Zil Code 17013
JIaro Block Lot 4SOO.... It lIS shown on atIlIdled aJPII rrom CaII1lv Assessment MaD Cmrdv Cumbertand
. Ie-'" .....",.'" .... ..... OL _.,~ ---.--
llcIn.- N1A CullenlllM1er 0beItm. GIImond ~\ no..,..... I Oilier \XI TenIrt I -I vacn
. . IUIlIIIIisod 15<1 Fee smDIe T llJlasehold I PmIect 1'voe ] PIJIl r l Candomlnlwn 'IUlNA anlvl HIlA S N1A ""D.
. or Pmlect NlIne carlisle 110oo 5th Ward Mao ReIeIInc:e IIIffi 20-1798-252 Census bet 01211
Sales Price $ N1A Dale at Sale N/A OescriIlIian and $ amDllll of 10lII dwnosIcancessians III be IlIlid bv seller N/A
LIIlderICliInI Esl:llb! of GImond \IlL 0beI1lln Address 137 l.IIICdn Pa.17013
i __ Illlldas R. HeIneman I G. AI1hIr CaIiIman Address B-H Servkl!S 163 N. HanawIr St. ~- Pa. 17013
lDcIIIlIl ~um.. o Suburbm o Rural .......- ....." P....a .... _ % lulII_ .....
Bult.. ~ Over 15' o 250M o Under 25' ......., One flmI\y ~ ~ Not IbIy 0 Ukely
6nIwIh IlIIIl ~ Rapid ~Slllble o Slow ~0MIer ~ low ~ 2-4l1mly -----1 o In process
I'1opertyvalues Increaslng 0 SlImle 0 DeclIning o Tenri 52!ik Him 100+ Mulll-lamlly -----1 To:
IIemanlVsuppIy ~ Sharlage 0 In balance 0 Over supp/y o "-11 (~5') i{;.i: PledOOlinanl 'i,,-~- Convnen:laJ 1
Mnllfng tine ~ Under 3111llS. Fi H IIIllS. n Over 6111llS. I Fi vacn (Over 511 1>>-150 60+ ( IncUs. )
hIE ........ ..... _....... II :-.:rL ~-~ ..Ill................. of the CarIsIe Boro. It Is bounded to the north bv "A" - to the
_ ~ood boIIldaries II1lI chnclerIsIics: Is sIuIl8d In . resIdenliII
tllIIt bv N. PIlI: 9rel!t: to the SIIUth Iw W. Penn SIrMt: to the west bv No west StreI!t.
. Fan IlIlIllecl"e IlBblIbllity 01 the properties In 1I1e ne~ (prodrnity III ~~lI1lll1ll_IIles, ~",I sllIbility, appeal 10 IIIlIbt etc.):
Is In Ihe 0I1llII8r CIrlIsIe -.\ MarIaII: Area. schoolS IIlCI JlrivIIlIellll'll wIIhIn r&alIbIe
I drMno clIsIance. Ullties lIS WIllIS lire IIllI lII'Il..-E IIId ~ for the _It Is "" mInIIIn that the Is In IIllllr
CllIIdIIon IIId WDUId hIVe less than
MlDet candlIIlIlS In lie IIilJecl neighborhood (Including support lor the abote cmcIusIans rellled III ... nnd of pmperty 1lIIues, derlB1/1Isupply, and IIIlIbting line
-1UCh a dale III c:ompelftM propeIIles lor sale In ... ~, ~ at ... poevaIence 01 sales II1lIliIW1clng CIIlCISSlonl, etc.):
.~ ~. Illd"""""" ~ hI\IIlllllllllhld IIlIIlIe In Ihe ...... IIId _1n\InSt -... the marIcK Is .."
slabIe. has hid moderlIIlllncn!8Se CM!l" Ihe 5. 9%l. A1IlnaI! ~lIme lbr s1m11r nriDYtIes In this....
WDUId be liD III 90 dI\Is. IU: aUcl be .-rds to 180 dIvs. Seller an:essIonS In the Ibrm of do5Ing CXlSt lISIliSlanalto the buver lII'Il IU:
I UIlIIIIv clan'!: eaBd $3000 to -.
...- ~ fir PUIlI (lI1pp1lcllble) - -Is'" deIIeloper,tJu1lder In canIroI ollie Home llM1ers' AssociaUon (HOA)? DYes ONo
AppradmiIIB lD1al...... 01 units In ... alect JIIlIIect N/A . ApprolcimaIe lD1al1ltlllber 01 unils tor sale in lie sublect project N/A
Describe common eIemenls and 11lCIllIli0lllll1acl11les: N1A
Dimensions 45 F x 100 Lx 45 B x 100 R 'ilpogrIphy t.eveI
Sllena4,500AIOSQR Comer lot 0 Yes ~ No Size 0.10 ICI'e (mILl A__to....
SpecIlIc llII~ classllicalion II1lI descriplian ResIdl!nllII ShIpe ~ to be adlllIuala
ZonIng COIl1llilrlce 181 Legal o Legal nlincOlllormlng (QII1dIaIhered use) o Illegal o No lIIling Illalnage
~ & best use alrqroved 181 Present use 0 Oller use (1llIpIaln) View RIlsIdenI:IIII
.... Public Other ........-- Type Public Private Ia1dscaping None
EIeclrIcity ~ Street Mlcadam ~ 0 IlrIveway SlIlIce N/A
Gal 181 CtrMJutter Conaela ~ 0 Apparent EasemenIs None Found or ob5ehIed
Waler ~ SIdn8Il Conaela 181 0 FEMA SpecIal Flood Ilarard Ares U Yes 1&1 No
SlnlblyS-~ StIeel UI#lIs Yes ~ R FEMA Zone C Map Date 0210311982
All.. Yes 425382 0001 B
CorMIenls (applIIIlI acMlse essemetl1s, encroachmenls, special _Is, slide lIIIII, Illegal or legal noncanlannilg lIIllng use, elc.): None DbseMd or lound _ the
nannIII caunllI of~ oftHs-
GENERItI. DESCIIIP1ION EXIERIOR DESCRIPlIlIN FlIUNlAlION BASEMENT WSUlJ.1I0N
No. 01 Units - Foundallan StDne Slab N/A Alee Sq. A. 400 (mILl Roo! _0
No. 01 S1IlrIes 1lND Eldertor Walls Alum SkIno Claw! Spaca PIltiII ... finished 0 Ceiling _0
ljpe (IleIJAIL) DET. RooI SlIface 5hlna1e IlasemenI PIltiII CeIling RaflI!r Walls _0
0esllJl (SIyIe) 1hIdIIonII Qd\ers & IlMIspls. AlunftJm Sump PunIp ND Walls SlDne Floor _0
EidstinaIf'lqJo I!ldsIIna Window Type ObI.Hno, Dampness None ob5MI Roar DIrt None _0
.(Vrs.) 1116ws (~ S1orm/SCIeenS Some Selllnenl None 0b5MI OuIsIde Enlry None 0bsMI ~_181
EIIecllve . (Vrs.1 20-30 Ulndaclnd House ND . inleslalion UnIcnown See'RDd: Addendum Pg.
ROOMS F- INinn 0.... Kill:hen Den FlIIIilvRm. Reo. Rm. Belrooms # Balhs Laundnr Oller Alee So. Ft
IIaemInI 400 (m,/\;
UYell 1 1 1 1 1 ,. 76B
1M12 2 1.00 1 7611
-
......... - .... -....-: 6- 2 Bedroom/s . 1.00 IIaIiII.d- 1536 ~ IUIIl! Feel 01 Qoss LMno Alee
MERllJI MaIeriaIWCandI1ian tEA1ING KITCIEN EQUIP. A11IC N.4ENlIES CAR STORAGE:
_ Rocn :Poor ljpe AlA -; NIIlI ~ Finplace(sj # _ 0 None~
Walls ~:IV Fuel Gas RlIl~ S1ai1ll 0 Patio Conaela ~ Glnge # 01 ellS
limIfinlsh 1Mlod:FllIr Conditilll A- Disposal Drop S1aIr 0 Deck None 0bsMI 0 AI1ached
Ba1h Floor 'IlmII:FllIr COOltlG DII\Iwasher ScuIlIe 0 Pan:h Fran: ~ IlIlBthed
Ba1h WaInscot NJA CIIllnl ND FaMiood Roar 0 Fence Yes ~ Built-In
000IlI 1Mlod:_ OlIIer None 0b0eMld UiCRlWlMl Healed 0 Pool NJA 0 Cerpor\
CondI1ian Washer,1)ryer FlliSled 0 0 Driveway
AddiIIanaII__ (spec/aI'energy eIIicIenI bms, eIl:.l: None 0bsenIed
CondiIioII 01... ~ deprecIaIIon (physical, functional, and tcdemaI), repairs needed, qualify at clIlslruclion. remodeIIngIaddlOOI, ell:.: SEE TEXT ~
PAGE.._.
AIMrse enviorunenIaI candidlllS (such.. but nollimiled 10, hazrilus MSles, IDIdc subsIances, ele.) present Inlle I~ :'=.sile, or In lie
kmIecIlaIe vicinity ollie IIJbIecI properly: None ~...Not aUlllIfIed or cerlIfIed to see or tost...See 'RDd: AllcIerOlm .
.' ~. ~ ~.~ . j
,~ ,." ,. .- ..' ~.f~lili"I~II~II.~~'~'R~"'; __. 0410106
ESllMAlED SIlE VAlliE ............................ - S 12.ll1l11 Commenls on Cast AppraacII (such IS, SOlJI'CI 01 CllS\ esllmale,lill VIIIue, .....
ES1lMAlED REPRODUCTION COST-NEW OF IMPROVEMENTS: loG calclUtillllllld, lor Hill VAlIld FmHA. llelllimllllld I1IIlIinlng economlc
o.tllng 1536 Sq. R.@S - S Nil. Ufeol1he properIy): Due lD'tIle..... of the the
Sq. R. @S - Call: AslPraIch ID wIue _ not used. It Is the minion of this
- l_th8I:the "Olst-ID....1s --In 1/1
Gagt/ClrpoII - Sq. R. @S = _1vsIs of a dwI!lIIna a I of the acbIaI
TalII EsIimaIlld CosI-New ..................... - S Nil. condIlian at' Ihls SllbIeet. and would not W!Id an __
'-0.............. P~ I Fmctimal I ExIemaI _ S of MlIItaIt Value. lilt.... - dlUrmIned t'llIn CIlII'lbI
...__. -----1 _ fair marbI:.... --* r1!CllIds wIh OllIlIIcImllon b' utIitv
0IpIIClaIed Value allmpruvemllnls .................,.... - S N1J I haaIcuno.
'As-lI'Value of SIll ~ ....................... - S -~
_llAlD IIUIE It' COlT ...... ................ -!
.. I "-cr cmI-....n. 1 cmIN1lA1U! _0.1
137 LIncIllIn Street 14 N. PIt Street 433 N. West Street 151 N. West Street
AdIhss ClIrIsIe. PlIl7013 l:lorIlsIe PlI. 17013 CIlI\IsIll. PL 17013 c::atIsIe. PL 17013
::~ Sublect ri~~;;+;;"i;i<ri4"; i~~:'~';,:;~:..IS 55.ooo,:;,o,.:,:;;~rj;;1 S 43 000 '~4,~:7 3s3ii:OOO
Uv. Area S 171' S 45.23 JZ(L'4(S';'i~;.NXf 44.79 ~ 1'0',",': "">" S 19.72 .....r-
OIIa..dIur ~ dM. a ax:tfJSeIlng Agent CPMI.. a 0XH}SeIIng Agent CPMI. a CXDl/S8IIng Agent
VIrtIIcallIlll Soun:es tri:H IlIM-bv E!Ict. Jnsnedj 1II DIM-bv E!Ict. InsDeCI an ~ E!lct.1nsIlllct ~
VAWEAD.lJS1MENlS .'_ 0 ',' OESalIP11ON +1-1 Adiuslmenl llESCRIpnoN +1-IAdiuslment DESCRIPllDN +1-IAdlustmenl
SIIes III' FinRlng t., ClIsh :ash
Conc:IssIons' None KnolMI IN.w. Knawn _ KnolMI
0alI ol SalalTIIl1t ., ,3110/2006 108122121lll5 ~5
lIlc:aIion lMIan ,....... - lIm11ar
Leaol1old5ee SlRllle ieIl SInIIIIe 'ee 51nm1e _ ~
Site .10 BCre Imn \ .09 BCre {mill .05 BCre ImIl ,o7aae (mill
View - mIIlIr ;JmIar ImIar
I 0esilII1IId AIIDlJIJ _I:AIr hllItIonaI:Averaae -:flIIr l<InrIM:flIIr
I QuaII1v 01 Connuction ~ mIIlIr IsIn..- mIIar
I Aoe 106..... imA:\ 106 ws.{mAJ 1106 vrs.(mIll 101 ws.{mIl\
Condlion PDllr ~_ -15llOO1A11r -6500 Poor
AbcMGIade ToIaI1BcRns T Ba1l1s To1aIIBcRnsI Balls TolaIlBcRnsI Balhs ToIaIIBcRnsI BaIhs
_ RoomCou1l 6 -I 2 T 1.0 6 I 3 I 1.0 6 I 3 I 1.0 8 1 4 I 1.0
Gl1lss LMnn Area 1536 !:n, R. 1216 !:no Fl 32011 960 Sa. A. 5760 1927 Sn, R.
Basement & Finished PlIrtIIII DIrt PaItIlII DIrt iParttaI DIrt ftIII UnIcndwn
Rooms Below Glade None lane INane iN.-
Ftn:lkw1aI UtIIItv "'* ~ NIA FIlIr oIr
tlAINo C. ,. tlAINo C.AIr ,. - C.AIr
En_ EIIIclenlhems - cUevId - KnolMI - Knawn _ Knawn
lane 1 Car 0llI:. -1500 lone klIIe
I'Dn:II, Pallo, Deck, :iMIIiid I'aIdI,IPlII!o ClMlIed Pon:IlJP;IlIo Dwnd I'ord\II'Drdl iPoId1
ral ell:. - - INane bl
1F-.1'lIOI tIC. """"" """"" IFence . "enolll
eartarFlnlsh ~m _
Net.AdI./mlaI\ IiIIIii s -1~53DOI-IS -3240!.J. 1'5(1- IS
~SaIes Price . l'iii!ti;iiJ;!~
ol CIIIIUllI'IbIe . S!39 - S $39.76l ~~! !35-S!lC
Cammenls IIIl Sales ~ (iu:ludilg 1he Uject property's ClII1p8lIbIlly lD the n~ood, etc.): Grass a are 1iiGiw than IIllI'IIllIIlv
I -- due ID CIIIldIlIan VI SIIe,;,b,CIII '11l1ld #2: ,... uslmenl: Is hkIh CIIIIl due ID same. ALSO.........5ee AlIaChed ll!ld:
Addendum Paoe....
.......
'IO~1968
OCCH
w11hln _ ol8llor.isal 229.13 59 079.00 1.00 $7.800.00 1.00 !57.700.oo
AnlIIysIa ol any CIIIIlIII agrtlIIItIll of sale, opllon. III' listing ollie Uject p~ lIld ~s of..y prior sales 01 subject lIld ClIIIIpnbllSlri1flin ~~ of lie date oIlj1p11lisal:
I SuIiiett Is nOt.. _ Nw_ has not been IiSlIld b' SIIe Wlhfn the DaSt U IRlIIlIIS.IlIld has rd: been Ir1I1sI'ened In the .- 3 - n:I mrmarables
last lIWlSI'ened llII the cIaIIs shawn.. .. '- not been R!Sold sIncI! then ID the best oIlh1s
==:::==u::*~i~.~~i.NiA...". '.~:;.~.;;.tU~i:;....Ni;.....:;:
The appnIlsaIls made 1&1 'as is" 0 subject lD lie repairs. alter.dillllS, Inspections, II' conditions listed below 0 subject lD ~ledllll per pin IIld speclicallllllS,
Conditions 01 AppraIsal:
~:;: .
,
mil
0aIe, Price IIId 0aIa
Source for prior sales
4
~12[JD1J4
OCCH
03/14/2005
~ (RIredosure)
01/05/1990 11/09/2004 09/04/2001
Sale OCCH (RIredosure) Sale
.
FilaI ReconcBiaIIon: _ See"RniII Realndlalion" llIIll!ld: Addendum 1llIIII!...
and
.n.s
-3910
Nil
1500
N1A
-2410
37.000
NlA
-
- The JUIlOlIll of lhIs IppIIisalls lD esIimaIe llellllllbtvalue ollie real propll1y Ihat lithe lUJject of IhIs I!pOIl, baed on the IIbcNe cmdidlllSlIld!he cerlificaIiIIIl,
con1iIgent lIld linllilg conditions, ..d madletvalue deflnldlllllhat.. sIalId i111le IIIached fteddle Mac FIIIri ~3!1,'F....le Mae Form 10018 (Revised D6J93 ).
I (lIE) ElmUlE tHE IUIIlET YAWE, AI ....ED, Df tHE BElL PIlII'EIIIT lHIT 111IIE IU&IECT Df un REPORl; AI Df ADriI6. 2006
. lWHIClI'Y5iiR:DllE Df .IPE 1BE EffEmlE 8IlE Df tHlllIEPlIIII) 1811 S $37.000.00
IPI'IIIIIEII: ~IER (lIILY IF REQUlIIEDJ:
SImabn! -Lt. f_ ~ 181 Did OoklNoI
c: ~:=theCaUfied StdR .. = ~-:::
~ l- * Real Estate AIlIlI'IIIser '""'" PlI. Or SIalI Ucense * SIalI
fllddle ....fOllll70 6-llS Thlatarmwu lIpIOducod byUnlIod SyaI... _eo_y(lIOOj Q6g..a127 -Al .2 fllllieMM fllfllll004 6-ll3
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANIOUS PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
Gilmond W. Oberton 21-06-0027
Include the proceeds of litigation and the date the proceeds were received by the estate
All property jointly-owned with Right of Survivorship must be disclosed on Schedule F
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1
checking account no: 2679028544-M&T Bank (see attached letter)
$936.91
2
1987 Buick Skylark (see attached)
$625.00
3
Furniture and personal property
$500.00
4
Capital One - refund
$536.51
5
Alexander Spasic, MD - refund
$29.60
6
7
TOTAL (also on line 5, Recapitulation)
$2,628.02
rli1 M&fBank
499 Mitchell Street, Millsboro, DE 19966
February 1, 2006
Andrews & Johnson
Attorneys at Law
78 West Pomfret Street
Carlisle, PA 17013
RE: Estate of Gilmond Oberton
Date of Death: December 22, 2005
Social Security #: 188-12-5542
Dear Mr. Johnson:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type........................... Checking Account
Account Number.. .................. ...2679028544
Ownership (Names oj}...............Gilmond W. Oberton
Opening Date...........................O 1 /0 1 /76 (account closed 01/26/06)
Balance on Date of Death....... ..$936.91
Accrued Interest
$ 0.00
Total..................................... ..$936.91
The above named decedent did not have a safe deposit box.
For any additional information on the above accounts, including ownership,
statements and closures please contact our High Street Carlisle branch at 717-240-4536.
Sincerely,
{)200~ iL/)tZI/};1Il1iM j
Charlene Warrington, Reco~ M~gement
1-888-502-4349
Kelley Blue Book - Private Party Value Pricing Report - Buick, Skylark
Page 1 of2
.....
.~__1IGk
· tfIJ'II.IlJ'1'ED'aESOURtJ
... ... . ....... ....~... .="-
:' SE'';::; TO PRINT!:R
advertisement
1987 Buick Skylark Limited Sedan 40
BLUE BOOK- PRIVATE PARTY VALUE
Condition
Value
Excellent
$975
Good
$850
./ Fair
$625
- advertisement -
(Selected)
What
Vehicle Details
Mileage: 69,000
Engine: 4-Cyl. 2.5 Uter
Transmission: Automatic
Drivetrain: FWD
.
IS
New
Selected Vechile
Standard
Air Conditioning
Power Steering
AM/FM Stereo
(or
Blue
Book e?
Blue Book Private Party Value
Private Party Value Is what a buyer can expect to pay when buying a used car
from a private party. The Private Party Value assumes the vehicle Is sold "As Is"
and carries no warranty (other than the continuing factory warranty). The final
sale price may vary depending on the vehicle's actual condition and local market
conditions. This value may also be used to derive Fair Market Value for Insurance
and vehicle donation purposes.
Vehicle Condition Ratings
Excellent
~)[JE:] $975
"Excellent" condition means that the vehicle looks new, is in excellent
mechanical condition and needs no reconditioning. This vehicle has never
had any paint or body work and Is free of rust. The vehicle has a clean title
http://www.kbb.comlKBBIU sedCarslPrintlPricingReport.aspx?ManufacturerId=7 & YearId= 1... 12/1/2006
SCHEDULE H
FUNERAL EXPENSES, ADMINISTRATIVE
COSTS AND MISCELLANEOUS EXPENSES
ESTATE OF
FILE NUMBER
Gilmond W. Oberton
21-06-0027
ITEM
NUMBER
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
A
1
2
B.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
Funeral Expenses:
Ewing Brothers Funeral Home
Cumberland Valley Memorial Gardens - headstone
Administrative Costs:
Personal Representive Commissions to Linda Anderson SSN: 182-46-2699
Attorney fees to Andrews & Johnson
Family Exemption
Probate Fees to Register of Wills
Accountant Fees to Patricia Rosendale, CPA
Tax Return Preparer's Fees
Drive Insurance Co - automobile in$urance
PP&L - electric bill
Evening Sentinel- advertise estate
Cumberland Law Joumal- advertise estate
Travelers Insurance Co - homeowners insurance
Borough of Carlisle - water/sewer
Sprint - telephone
Borough of Carlisle - water/sewer
Travelers Insurance Co - homeowners. insurance
Drive Insurance Co - automobile insurance
Drive Insurance Co - automobile insurance
Travelers Insurance Co - homeowners insurance
Drive Insurance Co - automobile insurance
Travelers Insurance Co - homeowners insurance
Lebo's Garage - cost of removal of abandoned car
B-H Agency Appraisal Service - appraisal
PP&L - electric bill- December through March
Borough of Carlisle - trash removal
Embarq
Drive Insurance Co - automobile insurance
Register of Wills - P A Inheritance Tax - filing fee
Reserve for closing and accounting
TOTAL (also on line 9, Recapitulation)
$8,911.50
$599.00
$1,981.40
$2,500.00
$185.00
$138.66
$47.44
$144.29
$75.00
$52.50
$19.47
$68.12
$16.18
$52.50
$133.66
$138.66
$52.50
$133.64
$52.50
$163.75
$300.00
$291.05
$100.00
$93.00
$498.00
$15.00
$600.00
$17,362.82
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
FILE NUMBER
ESTATE OF
Gilmond W. Oberton 21-06-0027
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death. incl~ unreimbursed medical expenses.
ITEM DESCRIPTION
NUMBER
1 Belvedere Medical Corp - medical bill
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
VALUE AT DATE
OF DEATH
$220.15
Drive Insurance Co ~ automobile insurance
$258.38
Travelers Insurance Co - homeowners insurance
$163.20
Bronstein Jeffries P A - medical bill
$33.53
Andorra Radiology - medical bill
$26.16
Spring Road Family Practice - medical bill
$73.69
Andorra Radiology - medical bill
$31.20
Capital One Bank
$25.00
Lancaster HMA - medical bill
$94.42
Andorra Radiology - medical bill.
$15.79
West Shore EMS - medical bill
$70.70
Belvedere Medical Corp - medical bill
$3.54
Philip Carey, MD - medical bill
$27.61
Borough of Carlisle - 2005 county/borough real estate tax
$307.89
Carlisle Area School District - 2005/06 school real estate tax
Capital One - balance due on credit card
Belvedere Medical Corp - medical bill
TOTAL (also online 10, Recapitulation)
$761.97
$1,749.08
$220.15
$4,082.46
:
SCHEDULEJ
BENEFICIARIES
ESTATE OF
FILE NUMBER
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE
NUMBER DoNat List Trustee(s) OF ESTATE
I T AXAIIUl DISTRlBUl'IONS [include ootright spousal distribuli..... ond tnnsfcrs wuIcr Sec. 9116(aXl.2))
1 Linda May Oberton
26563 Nanticoke Road, Salisbury, MD 21801 daughter 50%
2 Carol L. Barnes Hampton
423 Factory Street, Carlisle, PA 17013 daughter 50%
.
II NON-TAXABLE DISTRIBurIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. Charitable and Governmental Bequests:
Gilmond W. Oberton
21-06-0027
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enteronlinc 13, Recapitulation)
$0