The URL can be used to link to this page

Home My WebLink About96-00960 PETITION FOR PRonATE and GRANT 01" LETTERS \ II: ,[ /( .(, Estate of Allen C;, Heber also known as Nu, ----2-1 Tu: Register of Wills for the , /Jecl'asetl. County of in the Social Security No. t 65- 36- 55114 Commonweallh of Pennsylvania The petition of the undersigned FespectfullY represenls that: Your petitioner(s), who Is/aFe 18 years of age or older an the execulr i x in the last will of the abov~ decedent, dated J anua rv 2 5 and codicll(s) daled N / A named ,192.1.- (stlte relevanl circllmS(OnCCSI C.B. renunciation, death or exCCUIOfl elc,) Decendent was domiciled at death in Cumber land " is last family or principal residence at 2 Americana Two., Cumberland County. PA (list streel. number Bnd muncipality) County, Pennsylvania, with Lnn~. F.a~t P~nnqhnrn Decerdent then 49 yearsofage died September 18 ,1<116 at Po yct'inic Hospital, Harrisburq, PA . Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: NO EXCEPTIONS Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ 6,000.00 $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicll(s) presented herewith and the grant of lellers Tes tamentary (tatamcntarYi odministralion c.l.a.; adminisuatlon d,h.n.c.l.a.) theron. i 5 '0- ~i c "0.2 :;,5 -:;:d: .".~ ;;0 a .. iii ,f < -.:\1.: I,{.' (; I.,-? .,,( I- Fa Hildebrandt 5 Americana Lane Snmm"rdillp, PA 170Ql OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition arc true and correct to the best of the ~nowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. ,';l:<j ,(' \ VI (,(, Ie I <,-"..U '" FayTL. Hildebrandt ~' Cl - I: ~ :s: Sworn to or affiF~i "nd subscribed { before me this t 1 day of NOVEMBER 19,..2.Y- lIt l " (' , 'f....i ( " ( ; . i. L' II: ,', -k ( I ,,: ' M RY J C. LEW! 5 ' , egister\:.,\./ (,r 'I .. ". LAST WILL AND TEST AMENT OF ALLEN G. REBER I, ALLEN G. REBER, 2 Americana Lane, Summerdale, Cumberland county, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish and declare this as and for my Last Nill and Testament, hereby revoking all other wills and codicils, heretofore made by me. I. DEBTS AND FUNERAL EXPENSES I direct the payment of my debts and expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. If there be no cemetery lot available for my interment, owned by me at the time of my death, I authorize my personal representative to purchase such cemetery lot with a contract for perpetual care, using therefore funds from my estate, in such amount as she or he shall consider necessary and desirable, and I authorize my personal representative to cause title to or ownership of such lot so purchase to be vested in such person as my personal representative shall designate. , - " Further, in this connection, I authorize my personal representative to expend funds from my estate, in such amounts as my personal representatives shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. II. BEOUESTS (al I give and bequeath to Anita Marie Magan, 2 Americana Lane, Summerdale, Cumberland County, Pennsylvania, any of my personal property that she so desires located in my residence at 2 Americana Lane, Summerdale, Cumberland County, Pennsylvania. (bl I give and bequeath to Fay L, Hildebrandt, residing at 5 Americana Lane, Summerdale, Cumberland County, PennSYlvania, any interest I have in the mare Canadian Gold, and colt, Perfection's Gold star. III. RESIDUE AND SUBSE~UENT INTERESTS (al I give, devise and bequeath my entire estate of every nature and wherever situate, including any property which I may now have or hereafter acquire to the Kidney Foundation of Central Pennsylvania, Olde Liberty Square, 4813 Jonestown Road, Suite 101, Harrisburg, Dauphin County, PennSYlvania, 17109, IV. TAXES I direct that any and all inheritance, estate and transfer taxes imposed Upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate, V. rOHERS In addition to the powers conferred by law, I authorize my executrix, in her absolute discretion: a. To retain in the form received, and to sell either at public or private sale any real or personal property; b, To manage real estate; c. To invest and reinvest and all forms of property without being confined to legal investments, and without regard to the principal of diversification; d. To exercise any option or rights arising from ownership of investments; e. To compromise claim without court approval, and without the consent of any beneficiary; f. To file any Federal Income Tax returns for any year which I have not filed such return prior to my death, notwithstanding the fact that such action may result in additional liabilities for my estate. J VI. EXECUTRIX Finally, I nominated, constitute, and appoint Fay L, Hildebrandt, 5 Americana Lane, summerdale, cumberland county, Pennsylvania, executrix of this, my Last Will and Testament, but should Fay L. Hildebrandt, pre-decease me or for any reason fail to qualify as such executrix, or having qualified, fail to serve as such executrix, then I nominate, constitute, and appoint Cathy Hildebrandt Mabius, of 7 Americana Lane, summerdale, cumberland ". . County, pennsylvania, my surviving executrix of this, my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of four typewritten pages, the first of which bear my signature in the margin for purposes "rJ. of identification, and this ,~5 day of ..i,l N-,fl "1' 1994. ~Q~ ,~.~r-(Seal) 'ittEN G. REBER Signed, sealed, published and Declared by the above-named Testator, ALLEN G. REBER, as and for his Last Will and Testament, in the sight and presence of us, who, at his request, and in his presence, and in the sight and presence of us, who, at his request, and i his presence, and in the sight and presence of e ch er, h e hereto subscribed our names as witnesses. .AJI:-\/1/~~ l . ~ AM ."""'.- Add ess J~ ~ //8~J C. /+,vv.f! " .'~ .... Jo-...... I~ Address .::L....,-""">t "- v ,,1.J e.. pIA t7n~3 REGISnm 01,' WILLS OF CUMUEHI,MD COUNTY OATil <)10' sUnSCIUlUNG WITNESS '" gc",')thtLi;'~~!1'1f'1i.\ --,-. '" ....~(-I'\ I \\v )0~ J Ill)dlC)I (cach) n SUbSCFibing willlCSS to thc will prc,cnlcd hcrcwith, (cach) being duly qualificd according to Inw, dcposc(s) and say(s) that they were prcscnt and saw Allen G. Reber Ihc tcstat or , sign thc samc aud thaI they signcd as a witncss allhc Fequest of teslat..QL- in h~ pFcsencc and (in Ihe preseuce of eaeh olheF) (in Ihe presence of thc :::::::S::i::I~:::~:::e:~~scribcd bcforc . 4~!J//v'h~"A~ / h' 26th d f (N ~ me t IS _ ay 0 < al'le ~10VEMI:IEH 19~ 't- (~'W""?II{&{'" y. /1'la."(2;,((<," r,ll I' \'ij'),Itl: k 1,-(.lli . '_ \..X ,\(\dJ....) ( --:. Ml\~Y c. LeNIS Re~;sler r ,~=::l U4,,(~~~./ (Nlje!~ (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualificd according to law, dcpose(s) and say(s) that familiar with the signature of codicil testa' of (one of the subscribing witncsses to) the will presented - herewith and codicil that believes tbe signature on the will is in the handwriting of testat'-:"- believes the signature of Ihe will presented herewilh and that codicil believes the signature on the will is in the handwriting of to the best of knowledge and bclicf. Sworn to or affirmed and subscribed bcfore mc this day of 19_ (Name) (Address) Re~isler (Name) (Address) Q ....'l "1 ,- ..... ~, \ .l :J Ou " ~. ct- ORIGINAL III THE COURT OF CO~~ION PLEAS CUNBERLANIJ COUNTY PE~"SYLVANIA ORP~S' COURT DIVISION ESTATE OF ) ) De::cascd ) Register's ~ 21-96-960 ALLEN GREBER CLAlX To the Clerk of the Orphans' Court Division: Index and make proper entry in your official records of the claim of Citicorp Credit Services Inc. in the amount of $5568.73 against the estace of the above- named decedenc. This claim is filed under Section 3532(b)(2) PEF Code, 20 Pa. C.S,~ 3532(b)(2). The said decedenc, whose last known residence was at BOK 418 Summerdale PA 17093 Written notice of this claim was given to Fav Hildebrant . l..: (/) PO BOK 219 Summerdale PA 17093 on February 3, (Personal represencacive, if ~or his counsel) R'~~ "J~~ 19..1l ....., Cl. 7930 NW 110th St CD - en ....J Kansas City MO 64153 (Claimanc's Address) .:. ,. .:.~ 5 Uu ,-- ,-' r-- 9' '-'0:: a: " -' 10/21/96 $5773.68 $234.00 rr~ iJ"f~' ~~n:if] [fltfn~~in~"ic;i] [Mlij'^r~H .nllrJ SITE.KC-CD TM.CD-6375 ACID.KCBI043 SD 00 Al 1 0187 VI 0018 VI 3 ClTIOAIIK 1'.0. BOX 17(,7 IIAGERSTOWII. MD USA 217(,8-17(,7 01/24/97 23.42.21 ALLEII GREBER BOX 418 SUflHERDALE PA 17093'0418 h.t Cu,'O"''' S.rvlc, nil 0' wrlll Citibank Pramior Edition 800-950-5114 BOX 6500 SIOUX FALLS. SD 57117 I." ""'''ll'''''I,,,..'',WI.I..ttl 111"'1",,,,,",<11111"1.1...'111>01 I".."'IVII ~"1I' 1'111'" 4128 0028 4043 3366 PAYMENT DUE DATE 10/21/96 Sllt,m,nt 0.11 Tolll C,.dlllln. Cnh Adv.nu Limit ",w n,l'tln Av.II."" C".Ut lIn' n_.lhM. C",h L1n. 09/26/96 $7000 $7000 $5773.68 SEE BELOW SEE OELOW Accounl tlumblP .......,"1."'"'1111".'..'..".... ^,f.... """"",..I..,.tr..."'" 626082e25HJCHXG ROTECTlOII PLUS REIIEWAL MPRO PLUS IIIQUIRY? CALL 1-800-338,3815 902090,GHtlLOB7F ALK AMERICA 800-695837(, ME Dcn't forgot! Prompt poymont of at least the ~i~imum amount duo by your poymont due dote i. roquired in ardor to maintain your current lcw rote. Y,ur account is post due. Ploase pay the minimum or aunt due ~efore using your cord again. If you h"ve alread!Ysont us this paymont, thank you. C J'"'- J I -I ~.# ;.."n",,' I,r "..,..to,','''''' II .... 45'00 6105969 01140 24127006247 17245 61D5969US AVI0 24498626247 /S Y v5 (/.5 (IJ C> ; ~ (j ~ ,1~) (i~c50 q,)) ActDUflI Summ., ""'''lint nut ,'",l.lonUu.. I\'hl.l.nUu'l "","lInloet 577 368.... I "H..lf),," 577368l,',"AMU"" PI'\lIO~ B.I,ne. +PllIChl". & .Ad....nc.. . Plymenll .C',dlll .fln,nu+ lal' Chuo.. IlIIlI" . 0,1,1'\(' ru,er",,!!, Aotv~"t... fnMI 5473106 547306 217145 21745 83117 I 8317 R.leSumm.ry Nllmh~'nll1",,, u....".II."nr..'..." PURCHASES ADVAIlCES 30 n,1'lllICrl""III"~llq f.""nCf'CI""111' rrr,mltcllillr 'Inm,nIlIAn..u,,1 r""{I'''l.~U'' 11.111 Annual P"unUV' Ral' 5654.52 1.47080% 17.650% 17.650% .04836% 17.650% 17.650% ......' ) , \ r 12000 I 11400 23400 ...-t........... ~.. ., , I~('~~ ;: ~lll I'.:' :.: P;' \,w' II,j r," l( \ '1 l.;,:t, ,. d. "'r i ''', " I ~ ,'-' ," --_. -........, r: ' " , , " ~ {. "~ {''; iI\:' ::: 11,\: , 'J '. ....... ~_ " c; ~ ,. '13 if~1{ "\"'I'J' (;:J.l "t,~..1 ,($ \J ~ \ ~ J - ':'d ti .s 'I V> QJ ~ Ci ~ ~ Q) e-u _ M v) o~ l;l~ ,~~ g~;z, "0 U cnfJ)O ~o&,E:: l) >-''''~ >- ro~-<O;::' 8-:ou:;:u o Vi:qz ~ .~ "~ ~ ~ ~ .~ Vl n;l OJ n;l <.J O:{:::.:: 1_:::':: \ ~ ~ -. ~.-. '" \. , ~1 . . o . ,t!lr~-ml~l'~;~". ..:: ..~~~ ~\~\}~ \V'!I'j ~~Jl~~::f"....... "i. ." '~I~~I~~~'''~II ;; Itff."l ~",flll~~~.. a s;...II:::: \'SJt,~l:l!JII II. ::"S!j "'llf{.'~W~~' ~~~~~~/~~ ,,'P"~~II~I\'~/IZ ~~~JL"~$,~ijj;::,: '..:~ ~~"'l~'~~' '~I::-e.\~/~~"?m r~~~~\~~~~~: ,1,11\. ;., ~\." '{II'-",'t,(I., ~~.~~~<<; ~~ I;:;. 11,r,L\)'1'=\~~;?\\~.~.~ '':;:'''',::"tU'~" "'W'\1 ii't.I~~V/'7~~~'~1l '....,lG=I~'" "",'<h\\~ rql.'.f,;J:o~S!!.~<~ ',):'7li,_II"/!-q;, ~.",~ iI'8.1.'[-1fl\'l.::;~ (~ffI~~#~~~~ ~&1L':'~!~~~~~y! l~~/~KI~.\l~I~ ~J~~~q/,c~ ;< ~'\I'::'~/ICJ;~~~: '~'- ,(:- '''''I'''''''n'~ \~~~::II"'k~~' ~~ 1'J I.... "1~\"":;"'7/"1I ~ 1~)/~\\:1M'~~~fJJ ':'I~~&~~'~f.1t~ ~~~~(~.(?n~~ ~: ~:/!;~~~.'~I~\~.{!::: ~-:: ~'\. 'f..~1 :II~~~I ,~'; 'I.." 'W ~~~ ~ ~Wt\'-"~~Il '~"t."", "4~".:{\'~~'~~~~~1 ~V~\\'~~~~'/J.,~'iJ ..;"t~'~\l\~"",,~" t"! .. , ", , " .(.;' .".:' /' .. r. . . ) '. , . t':' ,t, ~ ~ L' r , '. . 'n I r.1I '" .J ,'..; ',,'. ~ ~. + .. , · ) ," , , f 1.,0;' " ....* " -_I r--- ~ _ i ;" 1~- , , ,- , ' --._~-:-- - -_.:---~~ , '. -D-Li.' C"l. COtltlllP\\l1 AllIl nr 1'1 ~~Oj,Vt V"'NIA VlII"'WIMI~' fII wI vI ~\JI IIlJ10ll AU tlI INDIVIDUAL 1....1 OJ, VlPI. :1I0bOl tt",WPIS8UWG, PA 11I;'II'ObOI :~~}l.,~ r.~.~il~~ oJ,.,~~ / I) _ INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21- ?r..- 9615193'f 11-13-96 qf&,O 'h.~h\ II ", " t~, TYPE OF ACCOUNT EST, OF ALLEN GREBER 5,5. NO. 165-36-5584 DATE OF DEATH 09-18-96 COUNTY CUMBERLAND SAVINGS 1<= CHECKING TRUST CERTlf, ANITA M MAGAN 2 AMERICANA Ltl PO BOX 418 SUMMERDALE REMIT PAYMENT AND fORMS TO, REGISTER OF WILLS CUMBERLANO CO COURT HOUSE CARLISLE, PA 17013 PA 17093 DAUPHIN DF.POSIT BK I T hils provldod tho O"pllrtlllont with tho infor..."Uon llstod bolaw which h'lS bun used In cnlculattng the potential taM du.. Th.lr r.cords indicate thllt lit tho d.llth of tho ~bov. decadent, you ..ar. II Joint own.r/boneficiary of this account. If you fo.1 this Infor"lIlion II Incorrocl, plollse obtain wrlllon corroctlon frolll tho finllncilll inslltullon, III tach /I copy lo this forlll and r.lurn Il lo lho /Ibov. addroll. Thll nccounl II tllMllbl. in occordanco with tho Inharltllnce 1/1_ laws of tho (o..onw,alth of Ponnsylvania. ';;"100.' i",... ..a, uti ,,,",.11' "'1 u~ l.d' i illY .;.;, in: ..':'t,. COMPLETE PART 1 BELOW Account No. 0010436677 . . . SEE REVERSE SIDE FOR Data 08-23-93 Established FILING AND PAYMENT INSTRUCTIONS Account Balanc. Percent T.xabl. A~ount Subject to T.x R.t. Pot.ntial Tax Due 500.38 50.000 NOT[: If laM pay.ents ora "ade wllhin lhra. 250 . 19 11) "onthl of tha daclldenl's dato of doalh, .15 you Jll!IY doduct /I 1St" discount of the ta. duo. 37 , 53 ~ -~ Any Inhoritance taM due will bocooe dollnquonl =3 :.J.\',;) nino IIJJ 1II0nths aft.r the date of death. TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT BASED ON THIS NOTICE 10 Insuro propor crodlt to your account, lwo (2) capias of this nollco nusl IIcco"pany your pay.ant lo tho R.glstor of wills. Make chllCk payable to: "R.lIlst.r of Wills, Agent". x Ta. x PART LTI I CHECK ] ONE BLOCK '- ONLY A. Tho above InforftaUon I1nd taM due Is corroct. I. VOU nay choose to ro",lt paynont to the Roglstor of wills wllh two caples of lhls notlc. to obtain a discount or ftvold Intoresl, or you "ay check bO. "A" And raturn this notice to tho Roglstllr of wills and an official alloss"ont will bo Issu.d by tho PA Oepart~.nt of Rovenu.. 8. ~ Tho abovo alset has boen or will bo rllportod and ta. paid with the Ponnsylvania Inheritance TaM roturn ~ to be fllod by tho deced.nt's ,.presentatlv.. c. L-J The ftbovo Infor~ation l!-incorroct nnd/o~ebts and doductlonl wllr. paid by you. VOU nUlt coftplato PARI ~ and/or p...Rr ~ b.low. OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE If you indicat. a different tax rat., pleas. state your relationship to d.cedent: PART ~ TAY LINE ~S:TlUnJ . ,..nNDIIT^TTn~ 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax S. Debts and Deductions ~. Amount Taxabl. 7. Tax Rat. 8. Tax Du. nl: T^X nlJ .In!~T 'T~Il~T ^t.:'t.:'~II~TC: non . "" PART ~ DATE 1 1 2 2 3 X 3 4 4 5 5 . 6 7 X 7 B 6 DEBTS AND DEDUCTIONS CLAIMED PAlO PAYEE DESCRIPTION AMOUNT PAID TOTAL IEntar on Lin. 5 of Tax Computatianl , Under panaltl.s of perjury I 1 declar. that the facts I campl.t. to the b.st of my ~nawledg. and belief. [~ 'th. "Yr-"-1C\....y- TAXPAYER SIGNATURE~ hav. reported above ar. trua, correct HOME (I" ) 7~J"II'}J WORK I",) '1'-l4-)-bt.~ TELEPHONE NUMBER and II-I/-~ DATE GEHERAL IHFORMATIOH 1. FAILURE TO RESPOND WILL RESULT IN AN OFfICIAL TAX ASSESSMENT ..Ith .1I1J1IICltbl. In'.rut 1M,.d un l"to,",,110" .ub..ltI.d b'll lh. flMMel,.1 In,tltutllln. Z. lnh.rlt"nce tll_ b.co"'.. delinquent nln. "0"1111 .,ft.r the dUtlllhmt', II",. of "."th. S, A Joint account is tn.nlll_ .ye" thoullh the II.ClIllImt''J 1M". "'" '1I111ell .1\ .1 ""nar II' (llnl,/lInhmcII. ... Accounts (includlnQ tho.. 11.ld b.t",._" htublll1d "nd wl".1 ",hl,h Ih. 1I0'lIl1l1nl '"11 in lolnt 11.'''.' wllhlll flnll '1.'" Ilrlor to d..th lit. fully t"."bl. ft. I,,,".f.,., ~. Accounts .""bll,l1l1d jointly b.'lol."" hll,blmd nnd "II. "or. Hum un" 'ifill' IIr Inr 10 d.nth .1'. nol tlt.nble. 6. Auounh h"ld by II dlle"d,,"' Hln trult fo," ""other or olher. nrll III.nbl. '1I1h. REPORTING INSTRUCTIONS PART - TAXPAYER RESPONSE I. BlOCK A . If th" Inforlu.tion /tnd COIIIPutlltlon In Ih" nlltlell MtI 1;0"IICt ,md dlldtlcllons /lr0 nol blllnq clnl"'.d, plllCII an "11" in block "A" of Part I of Ih. "In.pay.r Iot.spon'u" 'Soctlon. Slu" Iwo coplo. nnd 'Sub_It Ihll_ ..lth YOu" ch.c~ fa,. Ih. nlllount of ta. to ttl. R.aht.r of ~HII. 01 Ihll county IndlCllllld. Ihe IIA Dllpart...nl of 1I.lIl1nUII ..Ill h.uII IIn offlcllll n"II"..nl Irorlll REv.I~...a [X) upon r.clllpt 01 Ihll return fro. Ihll ""!llthr 01 Wills. :, IILOCIC II - II Ih. 11".1 sp.dfl.d on Ihil nolle. hll' hun or will llll r"porllld nnd In. Jlnht with the II.nn''1lullnlo Inhlrltanc. Ta. R.turn filed by th. dllClldont'. r.pr...ntlltlu., plaCII nn "II" In bloc~ "11" of Pltrl I 01 the "I/'I.pllY'" R..pon.... ..ctlon. Sign on. copy and r.turn to Ih. PA D.part..nt of R.\llInUII, Ilur.nu of Indlvhtual In.... D.pt :aObOI. Ilar,.hburll, PA Illza-OltOI In th. onv.lop. prOllid.d. 3. IIl0CIC C . If tit. notice inforllllation Is lncorrllct 8nd/or d.ductlons ",.. b.ing cllllllll.d. ch.ck blocto: "c" nnd co.pllllll Pllrt. : and S .~~..,,~I..!: t.. ..... I,......,...,..... .......~ <1;1,.", :.... .....1.... ...... ...,to.lt t...,- .It.. ~....'r ,........" '"'' t... ..."..,,1 nl I,." 0"........ t.. th_ '1,.,.1.1,... of willi of ttl. county Indlcatlld. Ih. PA Depllrl.ent of RIIII.nu. will i,suII IIn olllcilll 1I....s..nt (rorll R[V-I~...a [X) upon r.c.lpt of the r.turn frail th. R.gl.t.r of Will., TAX RETURN - PART 2 - TAX COMPUTATIOH LIHE 1, [nlllr HOTEl th. date Ih. account orialnally wllS oslnbllsh.d or tltllld In the lIann.r IIlllsting at date of dllllh. For a d.ced.nt dying alt.r IZ/lZ/8Z: Account. which tha deClld.nt put In joint na... within one (I) yaar of daath ar. tuabl. fully as transf.r.. tlow.v.", th". h an IIllcluslon not to lI.cud IS,OOO p.,. Iran.hre. regardle.. of th. valu. 01 the account or the nueber of accounl. held. If a double IIlt.risk (..1 app.ars b.fore 'lour first na.. in the IIddrul portion of this notice, th. IS, 000 IIlldulion already ha. b..n d.ducted frolll the account balanc. al reporllld by the linanclal Institution. Z. Ent.r th. total balancl of the account Including Intllr'lt nccrued 10 th. date of death. }, Th. pucent of the account that Is ta.abh for each .urvivor 11 dlllllr"lned al follow.: A, Ihl p.rc.nt ta.abl. for joint a...tl oltablilhed liar. thlln ana ya.r prior to the d.c.dont'. d.,lh: DIVIDED IIV lOTAL HUMBER Of JOINI OWNERS [xa.pi.: A joint a.s.t ,..gllt.r.d DlVIDED IIY tOTAL NUMllrA or X 100 . P[RCENT TAXAIILE SURVIVING JOINI OWNERS in the naa. of the d.c.dent and two oth.,. personl. I DIVIDED BY 3 (JOIHI OWNERS) DIVIDED BY 2 ISURVIVORS) . .167 X 100 Ib.1"I. I TAXAlIlE FOR [ACH SURVIVOR) II. Ih. p.rcent taxable lor a..ats crllat.d within on. year of tho daced.nt'. daath a,. Itccount. own.d by tho d.clld.nl but h.ld In tru.t for ana the" Indlvldualls) (tru.t ben.flcinri..I: I DIVIDED BY TOTAL HUMIlER OF SURVIVING JOtNf OWH[RS OR TRUSI BENErlCIARIES X 100 PERCENt TAXABLE E.a.plll: Joint account rllgi.t.rod In the naaa of the decedent and two oth.r porsonl IInd ..tablllhad within one y..r of d.ath by the d.c.dent. I DIVIDED BY 1 (SURV(VORS) . .SO X 100 . 50;: llAXAlIlE FOR EACt' SURVIVOR) ~. Th. aeount .ubjact to ta. Ilin. 4) I. d.t.reinlld by "ultiplying the account balanc. Ilin. Z) by the p.rcant tallable Illne 31. S. Enta,. the total of th. d.bh and deduction. listed in Part 3. 6. Ine a.ount la.able (line 6) I. daterft1ned by sublractlng the debt. ana u.cuctlon. Illn~ ~J fro. ttl. nMount suoJ.et to taM Illn. ~l. 7. Ent.,. tha approp,.lat. tax ,.at. Ilino 11 ~. det.relned below. A. For date. of d.ath occurrIng alter 6/30/94, Ihll tnx ratll' for transf.rs to spous.. ar. as 10110"1: I. Oat.. of d.ath on or aft.r 7/1/94 and before 1/1/9S th. rale Is 3%. Z. Oat.. of d.ath on or aft.,. 1/1/9S Iransf.r. to spou.a. ..Ill be tallad at 0;: ta. rat.. Hot.: For dat.. of daath prior to 1/1/94 Iransf.rs to SPOUI'S .ro ta.nbla at b%. II, Tran.f.r. to lineal ducendants Inc1udlnll fath.r. noth.r, son, daughtllr. g,.andchlldr.n. son'ln'la... daullht.,."ln'law. stepchild and th.lr Issuo IIrll taxable at .t. perconl (6ZI. C. Tran.le,.. to .11 oth.r. InclUding brotho", .Ist.r. uncle. aunt, nllph"w IInd niac. .ra la.abla at IIItll.n pa,.c.nt II~%). D. If 'IOU chang. th. ta. rate. pl.a.. spaclly your rlllatlonshlp to the d.cadont In the IIrlla providlld. a. In. aMount of talC due (lin. a) 11 dat"Minlld by Mulllplying th. a.ount lunbl. Illn. 61 by the la. rat. (llna 71. CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowablll d.bt. and d.ductlons IIro dlltar.ln.d as follow.: A. You lagally are r..pon.lble fa,. pay..nt, or the e.tat. lubjllct to adMlni.tratlon by n p.,..on.1 ropros.ntatiu. i. insufllcl.nt 10 pay the deductible It..., II. You actually paid th. d.bt. after d..th of tha daclldllnl and can furnl.h proof 01 pay.onl. C, D.bt. b.lng clel..d _ust b. IIlIell11d fully In Part S. II addlt10nal .pac. Is n..d.d. usa plain pap.r 8 I/Z" . II". Proof of pay..nt eay b. r.qu.'llId bv Ih. PA Depa,.t~.nl 01 R.lll1nu.. TAXPAYER ASSISTANCE IF YOU NEED FURTHER IHFORMATION OR ASSISTANCE, CONTACT ANY REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 787'8327. TDD' (717) 772-2252 (HEARING IMPAIRED ONLY) -... .. D NO. AA 146980 COMMONWEALTH OF PENNSYLVANIA DI'ARTMINT O. RIVENUI OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '*' lJV.1I6JUC4-t.1 RECEIVED FROM: i ACN ASSESSMENT P:' CONTROL IiiI NUMBER AMOUNT ANITA M MAGAN POBOX 418 e AMERICANA LN SUMMERDALE. PA 'ibl:JI'i;:J4 5~:).bO 17093 ESTATE INfORMATION: Ell filE NUMBER li 2J-1996-0960 !:I NAME Of DECEDENT (LAST) I;iI REBER ALLEN G II ,DATE Of PAYMENT ~ f II POSTMARK DATE , " COUNTY SSN 165-36-558'. (FIRST) (MI) CUMBERLAND DATE Of DEATH 09118/96 REMARKS ANITA M MAGAN m TOTAL AMOUNT PAID $35.65 CW SEAL CHECK II 1529 RECEIVED BY (J, .. ."" MARY C. LEWI' REGISTER OF WILLS ,)..;,:'1/:,) ;19/, "/ ' REGISTER OF WILLS - - .,~ -....- , , .' '," " ' -_I --...,.,.,...- , -" - -- .---'-:---.---:'~ - - ~ i , , '~OHflfj I I /211." f ! ..' . , ';00. . 1'-:' . , 0'\ '! , , : - ~j ~ n- ~c ..1L' ~, " u: . ::l UU PURPOSE OF NOTICE I fa fulfill the requlr...nt. 0' Section 21~a 0' the Inheritance end Eltat. I.. Act, Act 21 of 1995. (ll P.S. Section 9140J. PAYJtEHTr Detach the top portion rav.r'l .Id.. .- "~. check or ~y 0' thl, Nollu and ,ubalt with your pay..nt to thl Raghtu of Willi printed on the order payable tOI RECISTER OF WILLS, ACENT. REFUND (CAlI A r.fund of I t.. credit, whIch NI. not r.~.t.d on thl t.. r.turn, ..y b. r.questad by co~l.tlng en "Application for A.fund of P~.ylvanl. Inheritance end E,tat. ra." (REV.IJ15J. Application. .r. Ivellabl. at thl OffICI of the Rlg!,'ar of Willi, any of the 21 R,vlnu. District Olflc.. or by calling thl ,plclal Z~.hour an.",.rlng 'Irvlc. nuabar. for for.. ordarlnDI In PennSylvania 1.800-162-2050, out'lda Pennlylvenla and withIn local Harrisburg .r.. {llll 787-8094, TDD' (111) llZ-ZZSZ (H..~lng Iapalred Only). OBJECTIONSI Any party In Int.r..t not ..tl.fl.d with the eppral.a.~t, allow~c. or dl.allowanc. of deduction. or ........nt 0' tax (Including dhcomt or Inter..U .. shown on this Notlca ..y abJ.ct within .lxty (60) d.y. 0' receipt of this NoUce by: --wrltt~ proh.t to the PA Depa,.t..nt of R.yenu., Board 0' ApP..1t, D.pt. ZI1OZ1, H.r~lsburg, PA 11121-10Z1, OR --el.ctlng to haY. the ..tt.r det.r.ln.d .t the BUdlt of the eccount of the p.r.onal r.pr..ent.tlv., OR --.....1 to the Orphan.' Court ADttIH- ISTAATlVE CORRECTIONS I Factual .rror. dl.coy.red on thl. .......ent .hould b. .ddr...ad In writing tal Pi D.p.rt.ent of R.venue, lur..u 0' Individual Ta~a., ATTH: Po.t A......ent Ravl... unit, DEPT. Za0601, Harrl.burg, Pi l11ZI-0601 Phone (117) 111-6S0S. S.. p.ge S of the bookl.t -In.tructlon. for Inh.rlt.nc. T.x A.turn fo~ . R..ld.nt Decedent- (REY-ISOl) fo~ an .~plan.tlon 0' ao.lnl.tratlvalY ca~ract.bl. .~ra~.. DISCOUNT: If any t.x due I. paid within th~.. (3) cal.nda~ .onth. a'ta~ the d.ced.nt'. d.ath, a flv. p.rc.nt C5~) discount of the ta. paid" .Uowed. PENALTY I Th. 15% tax eana.ty non-pa~tlclp.tlon p.nalty I. co~t.d on the totel 0' the t.~ and Int.~..t a..e"ed, and not paid b.for. January 11, I"', the flr.t day .ft.r the and of the t.~ aena.ty p.rlod. Thl. non-pertlclpatlon p~lty I. appealable In the .... .ann.r and In the the .... tl.. periOd a. YOU would app.al the tax end Int.r..t that h.. been ......ed .. Indlcatad on thl. notlc.. INTEREST I tnt.r..t I. ch.rg.d b.glnnlng with 'Ir.t dey of d.llnquency, or nln. C') .onthl and ona (1) day 'roa the data of death, to the data of p.y..nt. T.~.. which b.c... dellnqu.nt b.'or. January I, I,az b..r Intere.t .t the rat. of .I~ (6X) p.rcent p.r annu. c.lculat.d at a d.llv ret. of .00016~, All ta~e. which b.ca.. d.llnquent on or .ft.r January I, I'IZ will b.ar Int.r..t at . rat. which will vary fro. cal~.r y..r to cal.ndar y..r with th.t rat. announced by the PA D.part..nt of A.y.nu.. Th. .ppllcabl. Int.r..t rat.. for 191Z through 1991 ar.1 V.ar Inter..t R.t. Ddly tnt.ra.t Factor V..r Int.r..t Aat. D.lly Int.r..t Factor 19IZ zn .000541 1911 'X .000l41 1913 IU .000431 191a-1991 U% .000301 1914 !IX .000301 199Z 'X .OOOZU 1915 In .000356 199)-1994 7X .00019Z 1966 m .000Z74 1995-1991 OX .000Z41 --Int.ra.t I. c.lculat.d .. 'ol1owlI INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I..u.d .ft.r the t.x b.co... d.llnquent will r.'I.ct an Int.r..t calculation to 'I't..n CIS) d.y. b.yond the data of the ........nt. If pay..nt I. .ad. .,t.r the Int.r..t co.putatlon data .hown on the Hotlce. additional Int.r... IIUIt b. calculat.d. 20, II Uno 19 Is roalor Ihan Uno 18, onlor Iho dllloronco on Uno 20, This is Iho OVERPAYMENT. A. Chick here" au are re u.slln a refund of our ove a ent 21. II Uno 1819 gron1or Ihan Uno 19, onlor 1ho dllloronco on Uno 21, This is tho TAX DUE. A, Enter tho Inlerost on tho balanco duo on Uno 2tA, B, Enlor Iho lolal 01 L1no 21 ond 21A on Uno 21B, This Is Iho BALANCE DUE. Make Check pa able to: Reglater of Wills, Agent .. .. 8E SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH" .. Undor ponnltios at perJury, I doclaro thai I havo examined thIs rolurn. including accompanymg schodulos and stelomanls, and to tho best 01 my knowlodgo and bollOI, it is truo, corrocland complalo. I doclaro that all roal ostate has boOn reportod al1rUD market valuo. Ooclaration 01 proparcr olhor than Iho personal roprosontnlivo Is based on on informatIon 01 which proparcr has any knowledgo. Il(V-l!JUO[)l.'I'.94' DECEDENT CHECK APPRO- PRIATE BLOCKS CORRES- PONDENT RECAPIT. ULATION TAX COMPLFTA- TION ~ 15 -/--1 Z -/I f~ DATES OF DEATH AFTER 12JJIIDI L ';K HERE IF A SPOUSAL Pu~ERTY CREDIT IS CLAIMED FILE NUMBER 21 1996 COUNTY CODE YEAR DECEDENT'S COMPLETE ADDRESS 2 IIlrencana ti1ne DATE OF BIRTH Sumren:lale, PA 17093 02/18/1947 Counl OlInberland SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) 960 NUMBER INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) COMMONWf;ALTtt OF P[NN5'f'lVANIA O[PARTM[NT OF R[\I[NU[ 0[I1T.'801l0l HARrlI5uunG. flA 1,,"e.OtlOl DECEDENT'S NAME (lJIST, FIRST, AND MIDDLE INITIAL) Reber, Allen G. SOCIAL SECURITY NUMBER DATE OF DEATH 165-36-5584 9/18/96 Ilf ^""L1CABlll :;unV1VII'Hi 5f>OU5l'5 NAMI.(LA',T. ~1R5T AND MIOOl[ INITIAL) 1. Onginol Rolurn 3. Romainder Roturn Ilotd..tnoldulhPIIUllo11.1J-1I11 05 o 4, Umtlod Estate 0 40. Futuro lolOlDst Cornplomlso (lor dalo, 01 doalh ollor 12-12-82) lB 6. Dccedenl Dlod Tostolo 0 7, Occedenl Mamtamod a UVlng Trust (AIIoch copy 01 Will) (AIIoch copy 01 Trusl) ALL CORRESPONDENCE ANO CDNFIOENTlAL TAX INFORMATION SHOULD BE OIRECTED TO: NAME COMPLETE MAILING ADDRESS Linda M. Eshell1'aTl McNees, Wallace & Nurick TELEPHONE NUMBER 100 pine Street, P.O. Box 1166 717-237-5210 Harris ,PA 17108 1, Rool Estato (Schedulo A) ( 1 ) None 2, Slacks ond Bonds (Schodulo B) ( 2 ) None 3, Closoly Hold Slock/Porlnolshlp Inlorost (Sch, C) ( 3 ) None 4, MOrlgogos ond NOlos Rocolvoblo (Schodulo D) ( 4 ) None 5, Cash, Bonk DopOSllS & Mlscollanoous POIsonol (5) 1,804.33 PropOr1y (Schodulo E) 6, Jointly Ownod Proporly (Schodulo F) 7. Tronslors (Schodulo G) (Schodulo L) B. Total Gross Assets (Iotol Unos 1-1) 9. Funeral Expenses, Administrotivo Costs. Miscolloneous Exponsos (Schodulo H) 1D, Dobts. MOrlgago Uabllilios, Uons (Schodulo I) 11. Total Doduclions (10101 Unos 9 & 10) 12, Nol Voluo 01 ESlolO (Uno B minus L1no 11) 13. Chantable and Governmontal Bequests (Schedulo J) Fodoral Estato Tax Rolurn Acquired B, Tolol Number 01 Solo Doposll Boxos -, ( 6) ( 7) 250.00 None ( B) 2,054.33 (9 ) 7,516.16 (10) 14,547.72 22,063.88 (20,009.55) 0.00 (11) (12) (13) 14, Not Voluo Sub ocl to Tox (Uno 12 minus Uno 13) 15. Spouul y,,,",..'I(lol d..les ot death all" 6-30-94). 5ee (15) Instructlonltor ApphcablePelc.nlageonP.agIl1,(lncludl vIlun hom Schedule K or Schedule M,} 16, Amounl 01 Uno 141axoblo 016% roto (16) (Includo valuoslrom Schedulo K or Schedule M,) (14) x, = - 0.00 x ,06 = 0,00 x ,15 = (IB) Inlorost (20,009.55) 0.00 17. Amount 01 Uno 14laxoblo at 15% rala (Includo voluos Irom Schodulo K or Schodulo M,) 18, Principal lox duo (Add lox horn Unos 15, 16 ond 17,) 19. Crodlts SpOLllI1 Poverty Credit P,ior Pavmonts (17) 0.00 0.00 Discounl . . (19) (20) 0.00 (21) (21A) (21B) 0.00 0.00 0.00 ALJDRE55 See schedule attached ADDRESS 100 pine Street, P.O. Box 1166 Harrisburg, PA 17108 OAT /, opyllgM Forml Sotlwa,,,On'y. 1994 NelCO,lnt, N94PAOO' .-..., -, REV-l500 EX. 112-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETUnN RESIDENT OECEDENT ESTATE OF Allen G. Rerer SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-1996-960 Joint lononl(o): NAME II Fay L. Hlldebrandt ADDRESS 5 IInencam hlne Sumrerdale, I'll 17093 RELATIONSHIP TO DECEOENT None JOlnUy-ownod proporty: LETTER DATE OOLlAR VALUE OF ITEM FOR MADE OESCRIPTION OF PROPERTY TOTAL VALUE OECO'S DECEOENT'S NO. JOINT OF ASSET " INT. TENANT JOINT INTEREST 1 II ThCl Horses, Canadian Gold and 500.00 50% 250.00 Perfection's Gold Star; valued per sales price received from Hackney World; see letter attached TOTAL (Also onlor on lino 6, ROCQDilulahon) $ 250.00 PAl5091 NTF 121lSA (If mora spaco Is noodod, Insort additional shoots 01 soma sizo,) COPYright FOflllS Soltw..,. Only, 1994 N.lco,lne. N94PA091 \ . ......., - HACKNEY w o R L Fay L. ijildebrandt P.O, Box 21'1 5 Americana Lane Summerdale, Pa 17093 Denr Con3igno::: D 1l0cJnuy Rool. PublishuF Box W, East Granby, CT 06026 (203) 653,4042 I 653,6628 Fax: (203) 653,4042 Hay 1'1, 1'197 Thank you for particioating in the Early Opportunity Hackney Sale. ~nc1osed please find a check for $~25,OO. LOT II ~f 20 36 -if 41 56 I>lMl~ Canadian Gold Americana's Names'lke Perfection's Gold Star Linin~'s First Memory RUYERfS NAM~ ADDRBSS SALE PRICE Lonnie R. Rodgers 425 Sheen Pen Rd Franl(fort, 1{y $250.00 Joe Gantley 144 West 2nd St. Maysville, Ky 41056 $250.00 (Uchard Riley Rt 9, Box 350 Buckha~non, WVA 26201 $250,00 Jerry Hunley $500,00 2020 Ball Diamond Hill Rd Lane~vi1le, In 4713ry Less 400,00 25,00 Commission Transfer fee Wishing you the very best for the 1997 Show Season. Sincerely, ,) n t- (;j,.J R'O'~Roo't !l[V-I",Utl'-II' SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pl.... Print or Typ' COMMONW[Al. TIl or P[ NN5Yl VANIA INU[ ItlTANC[ I^k n(tunN IU51O[NIO[C[OI:Nt FILE NUMBER 21-1996-960 ESTATE OF Allen G. Reber ITEM NO. A. Fun...' exp.n...: OESCRIPTION AMOUNT 5,730.00 1 Richardson F\meral Hare, Inc. B. Admlnlstr.Uv. Costs, 0.00 1, Porsons! Roprosontstlvo Conunlsslons Social Soculity Number 01 Porsona! Roprosontativo: Yoar Conunlsslons paid 1,500.00 2, Mornoy Foos Narre: McNees, Wallace & Nurick 3, Fa""ly Exomption Claimant Rolalionshlp Addross of Claimant at docodoot's doalh 0.00 5trool Addross City 5talo 2ip Codo 84.00 4, Probalo Foos C. Mlsc.nan.ous exp.ns..: 1 CUmberland Law Journal; legal advertising 2 The Sentinel; legal advertising 3 McNees, Wallace & Nurick; duplicating and telephone charges 60.00 77.66 19.50 4 McNees, Wallace & Nurick; reserve for closing costs 25.00 5 Register of Wills; filing costs re inheritance tax return and inventory 20.00 TOTAL (Also oolor on 1100 9. Roca Ilulation) $ (It more spac.ls n..d.d, Ins.rtaddlUonal sh..ts 01 sam. sl...) 7,516.16 PA1S111 NT' "" COPYright Forml Softw..'. Only, 1994 Nelco, Inc. N94PA111 IHV-I!)Unttll't1Jl COMMO"lWr Al tit 01 1'1 fiwr't'l VM~I^ lfiIfIIU1AfiCI'AI.IlI. IUll1i IH51[lINt III CI mNI SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Pl.... Prlnl or T . FILE NUMBER 21-1996-960 ESTATE OF Allen G. Reber ITEM NO. AMOUNT DESCRIPTION 1 O:1.oIley ~cal Associates, P.C.; lredical services l-endm-ed 7/2/96 5.10 2 Univ. of MD SUrgical Association, PAl n-edical services rendered re renal transplant in 9/95 3 Dauphin [Bposit Bank & Trust Calpany; Credit Card No. 4301-7217-0154-2374; Balance Due 513 .32 2,852.49 4 PNC Bank, Credit Card Account No. 5447-0307-0008-8393; Balance Due 2,570.95 5 Citicorp Credit Services, Credit Card No. 4128-0028-4043-3366; Balance Due 5,568.73 6 Sir Speedy Printing; Invoice No. 5769, 5866, 6114, and 6115; printing expenses related to horse shcM1 organized by decedent at York Fairgrounds in May, 1996. 1,021.31 7 Geiger Brothers; Invoice No. 184387, 184472; expenses for trophies related to horse shcM1 organized by decedent at York Fairgrounds in May, 1996 733.48 8 Besco Awards; Invoice No. 003011; expenses for =lers related to horse shcM1 organized by decedent at York Fairgrounds in May, 1996 298.36 9 York Waste Disposal, Inc.; Invoice No. 241834 and 229183; disposal expenses related to horse shaN organzied by decedent at York Fairgrounds in May, 1996 10 York Fairgrounds; rental charges re horse shcM1 organized by decedent at the fairgrounds in May, 1996. 458.00 525.98 TOTAL (Also on10r on lino 10, Recapitulation) (II molO spoco is noodod, insort Dddltional shool9 01 sarno sizo,) $ 14,547.72 PA15121 NTF2!80 COPy"ghl FOlml Sothwalll Only, 1994 Nlllco,lnc. "l94PA121 .-"'\ ('"'. . LAST WILL AND TESTAMENT OF ~ (QS (Q) ~ ALLEN G. HEBER I, 1\LLEtl G. REBER, 2 1\mericana Lane, Summerdale, Cumberland County, Pennsylvania, being of sound and disposing mil~, memory, and understanding, do hf":!reby make, publish ilnd declare this as illl.l ror my y,ast I-Ii 11 ilnd Testament, hereby revoking al lather wills and codicils, heretofore made by me. I. DEBTS 1\ND FUNERAL EXPENSES I direct the payment of my debts and expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. If there be no cemetery lot available for my interment, owned by me at the time or my death, I allthorize my personal representative to purchase such cemetery lot with a contract for perpetual care, using therefore funds ft:C'm my estate, in such amount as she or he shall consider necessary and desirable, and I authorize my personal representative to cause title to or ownership of such lot so purchase to be vested in such person as my personal representative shall designate. ~. ...... -, FlI/:ther, In thin connectIon, I ilulhorizc my personal rl>pr""'r;>nt;nl;\vo I'n nllp"n,1 fl1ml.... f'-<lm mv ""t:nt'o, in FOl1r'h nmnllnl:.. An my personal representiltives shall considct' necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. ~ ~ (Q) ~ 11. BE()UES'I'~ Cal I give and bequeath to Anita Marie f.lagan, 2 Americana L,III?, Summerdale, Cumberland County, PennsYlvania, any of my personal property that she so desires located in my residence at 2 Americana Lane, Summ~rdale, Cumberland County, Pennsylvania. Cb) I give and bequeath to Fay L. Hildebrandt, residing at '-- 5 1\mericana Lilne, Summerdale, Cumberland County, Pennsylvania, ~ any interest I have in the milre Canadian Gold, and colt, Frrfaction's Gold star. .~ Ill. RE.9J_DUE AND SUBSEOUEN'I' W'I'ERES'I'S Cal I give, devise and bequeath my entire estate of every nQture and wherever situate, including any property which I may now have or hereafter acquire to the Kidney Foundation of Central Pennsylvania, Olde Liberty Square, 4813 Jonestown Road, suite 101, Harrisburg, Dau~lin County, PennSYlvania, 17109, JV. '!'AXES I direct that any and all inheritance, estate and transfer taxes imposed upon my estate passing ullder my \l1l1 or otherwise, shall be paid out of the principal of my t"eslcluary estate. ~ ^ Y-,_I~J:!.mu:! In addition to the powers conferrlJd by Jaw, 1 authorize my executrix, in her nllRolllte discration: a. '1'0 retain in l:he form received, and to sell either at pUblic or priv..te sale any real or personal property; b. To manage rnn] ent~te; ". , " ....:,:::J c. '1'0 invest ilnd reinvest and ..11 forms of property '- without being confined to legal investments, and without -,) :<-_1___ . ...J .-........, '.. ,\\ . !} "._/ regard to the I'l'incipal of diversification; d. '1'0 exerci!'/J any option or rights arising from ownership "' -. .' I ;)\ I I \. .""l of investmentfl; 1 e. To compromise claim without court approval, and without the consent of any beneficiary; f. To file any Federal Income Tax returns for any year en which r have not filed such return prior to my death, noblithstnnding the fact that such action may result in additional liabilities for my estate. ".- VI, EXECUTRIX Finally, I nominilted, constitute, and appoint Fay L. Hildebrandt, 5 Americana Lane, Summerdale, Cumberland County, Pennsylvania, executrix of this, my Last Will and Testament, but should Fay L. Hildebrandt, pre-decease me or for any reason fail to qualify as such executrix, or having qualified, fail to serve as such executrix, then 1 nominate, constitute, and appoint Cathy Hildebrandt Mabius, of 7 Americana Lane, Summerdale, Cumberland . . \ Inventory 01 the real aM personal estate of Allen G. Ileber deceased 1. Train collection, value estimated $1650 00 2. Refund re magazine subscription 29 33 3. Internal Revenue Service; refund re 1996 Individual Income Tax Return 35 00 4. Proceeds; purchase of air gun and compressor by Scott Foreman 90 00 5. Nationwide Insurance Policy .No. L 009697110; insurance proceeds 5797 40 payable to Estate 2~J \ ;:~ " , f_ ~ -~ -.J $7601 73 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND u: Fay L, Hildebrandt being duly sworn according 10 law, depo.e. aood "Y' Ihat she of Ihe Estate of Allen G, is the Executrix Reber 1.le of ---1'J!.s_~kQJ)~bor'LJ.I1.P~ ..-.. , Cumberl.nd County, P." decell.d .nd th.t tho within iI an invenlory made by Fay L. Hildebrandt , Ihe uid Executrilr of Ihe entire ellale of ..id decedent, con silting of alllhe personal propdrly and real e"ale, except rill e,j"f .'uhide the Commonwullh of Pennsylvania, and Ihat the figurll opposile each ihm of Ihe Inventory represent ", .... .Iu. II of Ihe dale of deced..t's death, 19 ~ ~ _L~--M---.. L:C:: and .ubscribed before me, e..cutor . AcI",inltf,.t.r Fay L, Hildebrand t 5 Americana Lane Summerdale, PA 17093 Add,l.. Date of Dlllh 18 DIY September Month 1996 Y.., INSTRUCTIONS I. An inventory mu.t b. filed within three months after appointment of person. I representati.e, 2. A supplement invenlory must be filed within thirty days of discovery of additional a..els, 3. Additionalsheeh may b. altached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949, , $ -0 H >- .>l 0 G U /Xl ... W M 0 << ... .. ~ .... '" ~ w ~ 0 .. ~ . <Xl '" a.. ~ u " 0 0 0 0 '" 0 .. . . I1-z . ... 0 w w ~ ,Q C '" .. to. ..... 0 J: << " 1Il .. " .", ... I I- a.. l1. C .,; a.. > e . '" ... -' '" Z -' -< 0 C a.. " 0" ... '" W IL -< W " .... ;:u " 0( ... 0 c:: ~ to. >. " <'" " Ilo > Z C ,.l ... ~ Z 0 ... .... ... . C 1Il " . '" l/l OIl '" Z ~ 0 or: :. ~ . 0 << U Z w -< ... .. a.. ." -0 . C Jl '. " .. on ... .:1 .. '" " ". I '0 0: .c .. ~ .. u ~ 8 -" ." ... n1 .. E ... - . 0 .. " it 0 -' U '" . ..--- ...... C/I., -qloo 11II - .~ York 717/845.1557 Lancastor 717/581.8383 Mochanicsburg 717/766.8845 '110 E. Princoss Strool p,O. Ilo. 1401 YOlk, PA 17405,1401 FAX: 717/845,5301 June 30, 1997 Cumberland County Register Of Wills Court House I Courthouse Square Carlisle, PA. 17013 Ref: Estate of Alan G. Reber Account # 10451 Balance Due: $ 458,00 Please be advised that the above account with York Waste Disposal, Ine, has not heen paid, Two letters requesting payment along with invoices have been sent to the following: Fay L. Hildebrandt Executrix of the Estate of Allen G. Reber 5 Americana Lane Summerdale, PA, 17093 Please file a claim against the Estate of Alan G. Reber for $ 458,00 on behalf of York Waste Disposal, Inc. Allaehed is our check for five (5) dollars for the filing fee. In the event you should have questions, please contact me at (717) 845-1557, extension 3138, Respectfully, Ii:!' C}r!" W~ll\.L!J Jay(Rehmeyer York Waste Disposal, Ine, ,......... '.10. .. r- I ~ ,- _J SERVING SOUTH CENTRAL PENNSYLVANIA /_S!t,/j -/1 BUREAU Of INDIVIDUAL TAXES INI41N1 UNCI IAll IIIV1510... DlIl'. :IIOllOI ItAllNISIlURC. IIA 1/1:1I.0ll01 COMMONWEALTM OF PENNSYLVANIA DEPARTMENT OF REVENUE v ~* NOllCE Of INttERllANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSMENT Of TAX lit.'''' II ,,, III t" LI NDA M ESHELMAU MCNEES ETAL PO BOX 1166 HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-29-97 REBER 09-18-96 21 96-0960 CUMBERLAUD 101 G ALLEU PA 1710B I Anount ReMitt.d l MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBER LAUD CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'v=i5'4TEX-AFii-ioj-=97Y-NCificE--OF--iiiHEifiTANCE-"fAln-ppRA-iiiEHENT-,--Ai.i.-OWANCE-ijli----m----m--- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF REBER HLEN G FILE NO. 21 96-0960 ACN 101 DATE 09-29-97 TAX RETURN WAS: I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Estst. (Schedule AI ell 2. Stocks and Bonds (Schedule B) C2J 3. Closely Held Stock/Pertnershlp Int.rest (Schedul. C) 131 4. Hartg.ges/Hotes Receivable (Schedule DJ (4) 5. CashlBank Oeposits/Hlsc. Personal Property (Schedule EI ISI 6. Jointly Owned Property (Schedule FJ (6) 7. Transfers (Schedule G) 171 8. Tot.l Assets CHAHGED ,00 ,00 ,00 ,00 1.804,33 250,00 ,00 (8) NOTE: To insure proper credit to your account, subait the upper portion of this forn with your tax P8Yllent. 2.054,33 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H) (9) 10. Dabts/Hortgage Liabilities/Liens (Schedule I) (lOJ 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax 7.516.16 14,547.72 1111 112) 113) 114) n.063 RR 20.009,55- ,00 20.009,55- If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal 16. Allount of Line 14 taxable at 17. Anount of Line 14 taxable at 18. Principal Tax Due NOTE: rate Lineal/Class A r.te Coll.terel/Class Brat. ,00 X ,00: .00 X ,06: .00X,15: 118) ,00 ,00 .00 ,00 1151 Ilbl 1171 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT 1+1 INTEREST/PEN PAID (-I AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 ,00 ,00 .00 . If PAID AFTER DATE INDICATED. SEE REVERSE FDR CALCULATIDN DF ADDITIDNAL INTEREST, IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YDU MAY BE DUE A REFUHD, SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIDNS,) " ' ,v RESERVATIONI E,tat.. of dacedlnt. dying on Dr bafor. Olc..bat 12, 19B2 .- If any future Intar..t In thl I' tat. I. tran.f.rrad In POI'I.,lon ar enjoy..nt to Cle.. a Ceolletaral) bln,ficlerla. of thl dlcadant aftar thl ..pltatlon of any I.tat. for 11'. or for y..r., thl Co..onw'llth hat,by ..pr...lv tl.ltVI' thl right to apprals. and ...... trans'.r InherltanCI T.... .t thl lawful CIa.. a Ceo1le'ara.' rat. on any such future Int.r..t. PURPOSE OF NOTlCEI To fulfill thl reqult...nt. of SactloR 21~D of thl Inherltancl and E.tata Tax Act, Act 21 of 1995. (12 P.S. Slctlon 9140). PAYHENT: Detach thl top portion of thl. Hoticl and ,ub.lt with your pay..nt to thl Ragl.tar of Will. prlntad on thl taver.. .Id.. --Maka chIck or lon.y order payable tal REGISTER OF MILLS, AGENT REFUND (CR) I A refund of a tax cr.dlt, which was not reque.t.d an the fa. R.turn, aay b. requ..t.d by coapletlng an "Application for R.fund of P.nn,Ylvanl. Inh.rltanc. and E.tat. lax" (REY-ll13). Application. are avallabl. at the Office of the Regl.ter of Will., any of the 21 R.v.nu. DI.trlct Offlc.., or by calling the .p.clal 24-hour an.werlng ..rvlce nueber. for fore. ord.rlng: In P.nnsYlvanla 1-800-162-20S0, out.ld. P.nnsylvanl. and within local H.rrlsburg ar.. (711) 137-8094, fOOl (111) 712-2252 (Hlarlng I.palred Only). OBJECTIONS: Any party In Int.r..t not .atlsfled with the appr.i....nt, .llowanc. or dls.llowanc. of d.ductlon., or a..e....nt of t.x (Including dl.count or Int.r..t) .. .hown on thl. Notle. eu.t object within .Ixty (60) day. of receipt of this Notice byl .-wrltt.n prote.t to the PA Depart.ent of Rev.nu., Board of Appeal., aept. 281021, Harrisburg, PA .-.lectlon to h.v, the ..tter det.r.lned .t audit of the account of the per.onal r.pr.s.ntatlv., --app.al to the Orph.n.' Court. 11128-1021, OR OR AD"IN IS1RAlIVE CORRECTIONS I Factual error. dl.cov.r.d on thl. ..s..s.ent .hould b. addr..sed In writing to: PA D.p.rte.nt of Revenu., Bur..u of Individual Tax.., ATTN: po.t A.s.....nt R.vl.w Unit, aept. 280601, Harrisburg, PA 1712B-0601 Phon. (711) 181-650S. s.. page S of the bookl.t "Instructions for Inh.rltanc. Tax Return for. Re.ldent Oecedent" (REY-ISOI) for an .xplan.tlon of adelnlstrativ.ly correctable error.. DISCOUNT 1 If any tax due I. p.ld within three (1) calendar .onth. after the d.c.dent'. d..th, a flv' percent (S~) dl.count of the tax p.ld I. .llow.d. PENALTY: The IS;( t.x ..ne.ty non-partlclp.tlon pen.lty I. co.put.d on the tot.1 of the taM and Intere.t a....sed, .nd not paid b.for. January 18, 1996, the flr.t day aft.r the .nd of the tax a.n..ty p.rlod. Thl. non-participation p.n.lty I. .pp.alabl. In the .... .anner .nd In the the .... ti.. p.rlod a. you would app.al the tax and Inter..t that ha. b.en ..se.sed .. Indlcat.d on thl. notice. INfERfST: Inter..t I. charged b.glnnlng with flr.t day of dellnqulncy, or nln. (9) .onth. and one (I) day fro. the date of d..th, to the date of pay..nt. Taxe. which beea.. delinquent b.for. January I, 1982 b.ar Interest at the r.t. of .1x (6;() perc.nt p.r annul calculated at . dally r.t. of .000164. All tax.. which beea.. delinquent on and after January 1, 1982 will b.ar Inter..t at a rat. which will vary fro. cal.ndar year to c.l.ndar y.ar with that r.t. announced by the PA Dep.rt..nt of Rev.nue. Th. .ppllcable Inter.st rat.. for 1982 through 1997 are: !!!r Internt Rate Dally Interest Factor !!!r Inhr.st Rat. DailY Inter.st Fador 19B2 20X .0005/18 1981 'X .000241 1981 16i1: .000438 1988-1'91 lli1: .000301 1984 llX .000301 1992 'X .000241 1985 13X .000156 199]-1994 7X .000192 1986 lOX .000214 1995-1"7 'X .000241 --Int.rnt I. calculat.d .. follow': INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I..ued .fter the tax b.eo.e. delinquent will r.flect an Inter..t calculation to fifteen CI~J d.y. beyond the date of the ....s..ant. If pay.ent I. .ade aft.r the Inter..t co.put.tlon date shown on the Notice, additIonal Intere.t lUst be c.lculat.d. '. . COURT OF COMMON PLEAS, CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 960, YEAR OF 1996 ESTATE OF ALLEN G. REBER, DECEASED LA TE OF EAST PENNSBORO TOWNSHIP FIRST AND FINAL ACCOUNT OF FAY L. HILDEBRANDT, EXECUTRIX Date of Death: Date of Executor's Appointment: First Complete Advertisement of Grant of Letters: Accounting for the Period: September ) 8, 1996 November 26, 1996 January 3), ) 997 September ) 8, ) 996 to March 8, ) 999 Purpose of Account: Fay L. Hildebrandt, Executrix, offers this account to acquaint Interested parties with the transactions that have occurred during her administration. The account also Indicates the proposed payment of the outstanding estate obllgatlons. It Is important that the account be carefully examined. Requests for additional Information or questions or obJections can be discussed with: Stephanie Kleinfelter, Esq. McNEES, WALLACE & NURICK ) 00 Pine Street, P.O. Box 1 ) 66 Harrisburg, P A ) 7) 08 (7) 7) 237.5228 .- sur.NARY OF ACCOUNT Estate of Allen G, Retet. Fot- Pericd 9/18/% TIll-Qugh 3/8/99 Page FiducialY AcqUisition Value Princip:ll Receipts Net Gain (or Loss) on Sales or Other Dispositions Other Receipts 1-3 $9,875,80 0,00 0,00 $9,875,80 Less Disbursements: Jldministration Elq:enses (Prin) Legal Advertisements Attorney's Fees - Prin F\lneral Elq:enses (Prin) 4 4 4 4 $ 102,24 137.66 735,41 5,710,00 6,685,31 Balance before Distributions Distributions to Beneficiaries $3,190.49 0,00 Princip:ll Balance on Hand For InfoIlTBtion: Changes in Investment Holdings 5 $3,190.49 6-7 Inc:are Receipts Less Disbursements $ 0,00 0,00 Balance before Distributions Distributions to Beneficiaries $ 0,00 0,00 Incare Balance on Hand $ 0,00 O::Irbined Balance on Hand $3,190,49 --------- --------- For Informntion: Outstnnding Estnte Obligntions 8-9 Proposed Pnyment of Estnte Obligntions 10 $3,190,49 REX:EIPI'S OF PRINCIPAl, Estatc of Allcn G, Rcix!t" /Is of 3/8/99 . Page, 1 Assets Listed in Inventory (Valued as of date of death) Fiduciary l\cqIlisition Value --.....------- Mise, Personal Property Train COllection; Value reported on Estate I s PA Inheritance Tax Return and Inventory (estirrated by executor) $ 1,650,00 Air Gun and CaTpressor; Proceeds upon sale of property 90,00 $ 1,740,00 , I i I ,-1 I , ,\ ;1 I i '''11 Refunds $ 29,33 Golf Digest; Refund re rragazine subscription Internal RevenUe service re 1996 Individual Incare Tax Return 35,00 64,33 Miscellaneous Property Nationwide Life Insurance Policy No. L009697110; Proceeds payable to Estate 5,797.40 ----------- $ 7,601. 73 ii -,.:p -'1' j '. j I i , ,I ,1 -"'1 'IDI1\L INVENIORY ----------- ----------- ..- ".~ J -, ~. ~ ~ I)ag~ 2 II. The names III' :111 LE(jATEES alld the :1111I1Ullls alld dwraeler III' their LEGACIES. and Ihe names III' Ihe residuary legatees al1llthe 11ature of their illlerests arc as tilllolVS:1 Nallll'S l~d,IIIIII"ll1p hi IIIIL'rl,',1 01 Age (ihl,' n:l1Ill' ut" };u,lfllian or CllIlIl11itlL'c, if Ill'(I,'lll'lII tYc,mNu) :IIIY. ;lIId huw apf1uintl'd; SUhlllil copy uf will illl.a\c uf lestamelll:Ir)' anfltlillllnelll Anila Maric M;a~all None Ill'r\tIIWlllnlllCI1)' Ycs Ihemnl.) III' IVilll I'a} I.. llilJehrallJI NIJIIl' T\\II ~I:lrl'\ (hem Yes IIlhl III' IVili) . KidllC)' FllUndalitJl1 uf Cemral Pellnsylvania NUIII.' Hc\idul.' Yes .The marl'S wl.'rc jnil1tly nWIlI.'\I with Fay Ilildehr;]lII. therefurl.' althl.' lIl.'CcdclIl'S lIeath, Ihe mares pa!rrlsc.-d outrightlu F, llildehrandl I i I I I I III. The notice of the granting of sueh letters was published in the The Sentinel . a newspaper, on the following dates: January 17, 24. and 31. 1997 and in the Cumberland Law Jourmll. on the tilllowing dates: January 31, Febnmry 7 and 14, .t22L,3 IV, The inventory of the estate, amounting to Sevcn Thousand Six Hundred One Dollars and Sevcnty Three Cents ($ 7,601,731, was liIed on June 17 ,1997, (OJI!:) 'PARTIES IN INTEREST: IlIdie"te such Icg"des "s h"vc heeu revoked with" rclcrenee tOlhe revoking d"use, 'ADVERTISING LETrERS: Suhmilllrigin,,1 prllllfs IIf puhlie,uilln. Pagc J V. TIll' cslalC is -L is nllt suhjccl III lhc paYlIlcnl Ill' PCllIlsyll'ania Inlll'rilancc Tax, and _is -L is 11111 suhjccllll Ihc paYlllcnt Ill' Pcnnsylvania Estme Tax: Total Asscts Reporlcd Less Deduclions $2,054,33 $22,063.88 Total Taxahle ESHlle ($20,009,551 *Copy of COllllllonweallh of Pennsylvania Deparllllent of Revenue "Notice of Inherilance Tax Appraisemenl, Allowance or Disallowance of Deductions and Assessment of Tax" attached in Exhihit B VI. AlIlhe parlies in interest are living, except as follows:~ NO EXCEPTIONS VII, All of said parlies having any interest in said fund had aClualnolice oflhe filing of the account and lhis audil, except as follows:" NO EXCEPTIONS VIII. The decedent did not marry after the execution of lhe will and codicilCs), and there were no children born 10 or lawfully adopted by the decedent thereafter, except as follows:' NO EXCEPTIONS 'INHERITANCE AND ESTATE TAX: If subject, state a111ounlof lax able properly, allowable deduelions, nel eSlale, lax assessed, and dale of paymem, 'PARTIES LIVING: Slate exeeplions, if any, giving names, dales of dealh, and Ihe names of their personal represenlalives, the dale of gram of leners teslamemary or of administration, and 1l1e place of the gram; or the names of their issue tiS lhe same IUlIY he I1mtcrial. "NOTlCE OF AUDIT: State how nOliee was given, and when, Give exeeplions, if :my, (Refer 10 O,C, Rule 5,5 if Ihere arc eharilable be1luesls,) 'AFfER MARRIAGE OR CIIILDREN: If alier marriage, give dme, If afterbom children, state names :U1d dates of birlh. If adopted children, st:ne dales of adoplinn and relcrenee 10 lhe Court record of their adnplion. , Page 5 XIV, The llislrihlllive shares of principal and income, and Ihe persons Ihereunto elllillell, arc suggest ell as follows:'! The expenses of the eslate arc in excess of ils assels, Iherefore Ihe eslale is insolvent. The First amI Final Aceoulll pruposes Ihe pay me III of the oUlstanding eslale ohligalions on Page 10 "ProposellPaymelll of ESlaw Ohligations". The proposell payments arc malic pursuallllo Section 3392 of Ihe Pennsylvaniil Pruhate, Eslates i1nll Filluciilries Colle (PEF Colle). Your pelilioner, thercliJre, asks Ilwl llistrihution he i1wilrllell In the persons thereunto elllillell, i1S Iheir respective illleresls milY i1ppeil'" a<1 / L:\L <'c{t (<-it J ,r!. L- fFA Y L. HILDEBRANDT COMMONWEALTH OF PENNSYLVANIA : SS,: COUNTY OF hAu f';'//Iv The ahove nilmell pelitioner, heing lluly sworn, lloes llepose anll silY thm the facts sel forlh in Ihe foregoing pel it ion which i1re wilhin the personal knowlcllge of Ihe petitioner i1re true, and as to facts bilsed on the infornmtion of others, the petitioner, after diligelll inquiry. believes them to be true, Sworn to a~d subscribed beliJre me this 0:;4!' llay of M d' ,. t.... , 19 '79 . Il>CU,\ IK' lurlll\ ,\JJUI.lLlIllIlIl~'\IJIC Ir~ lH~'\ 1111.\11 NOTARIAL SEAL BLANCA I. KRISTlCH, Notary Public Harrisburg, PA Dauphin County My Commlsalon Explree Feb, 3, 2003 Y3.I(L I{(,,-.-)~Jl-'t.,-- "D1STRlnUTION: (I) Givc namcs, valnc, :md pruponion:nc sharc of dislrihutccs; (2) Givc namc of guardian, ClInuuincc, trustcc. \If othcr Iiduciar)'. if an)'; 13) If Ihc distrillluioll of illcomc is diffcrcm frumthal of principal, slaIC the !:'Cl; (.1) If distrihution is III hc madc 10 an individual as lruSlcc, sl:llc thc Trustcc's rcsidcnce: and (5) If any ad\'anCCl1lC..'IlIS, or prior payment uf sh:m:. or uehls due csti.ltc. l1all1l' L1istrihutcc <lml st:llc amount rl'cci\'cd or tlue. 1\ "J,t .~: 2""~ :',q ~p4 C\ .~ eLlr.; . 'UllIlo \lllIU JO noq 'AlBJlIII8Ueq' .IOllPIUlIl1I 8\8\80 0111 UI \SOJ8\U\ UB WIBIO JO 0^81t 0\ IUSluno:xMl Olll 01 UMOUlI UOSJod JBlIIO AlB^O 01 pUB IUBUI\p.r" PIBdun AlOllO 01 UO^16 uooq 8BlI 'lunoo:l'1f PI" 01 8UOIIO"I,,' UOUPNI 0111 01 "BP lSBI 0111 10 pUB UOIIOWJII~ JOllJno:> lllll 0, p91UOSOJd oq 1IIN1 OW" tllll U911Nl OOOld pUB OWII'OIOP 811110 p". 'Iunooo'lf 8111110 lIuIII1811110 80110U UOU\JNI IBlII AJIlJ80 "qOJOIl ' ~ ~l ... ~ ~. '" . i o u lZ: o .... '" .... e; I'l ~. o u \l) en en ... f&o o ~ >< o \l) en - ~ .l:! o , . o lZ: ..... ... ..1 ~ ~ b ~ ~ o ~ u u . < ... :;;1 '8 lZ: e ... ,0 f&o CIl "" ~~ ~ . l'l,.;l l;: 1U' f&o ,.:';" ....~ ",.c- i"'u>- D;lOtQ " . j-~i~ "'0" !? ii. Gi ::. .c '" ".c ii.:: ~. . ll- .. - e.." .u;g c~ ".c;G; -"- ~o'tl '" u_ !~O a .:Ie.! __ :I ~+ ,,' L. \..1 ~, ;. .~J E~"CE2':: ~.,5"'E'iUOC: to 0 't: - - co . ... r.J rg 11 U _'- CD Ill-a. E 'ii:!1 ",!! ,!,! CI) ....CI:I"- ~ ._'O.~cna.""lU 0 oSee c;c c: _'"8:2:182: III ~~..mto": oS .s.;;.2g~\tJg -5 e .; t: II) '" ~ '2 .1: Q) .... :J c: 2, -... '0 5 ~ 0 .2 c: 0 U ('oJ _ UU\1)-iIl " o ~ ~ ~ ~ C m ~ Q.l-ScEt;n~~1.1 'i3 .~ "0 - 0 (~ b ~ .S ~ u E c ~ ~ ~ ~ c c- l.1 ~ .p"~ .~, ~ ~ r. :; .~~ VI ~; '\I ~. ... ... I. ~ IW .r ...~ .E~i,~~~':; ~ ~._ 1/; Cl C OJ c: E ~~~cl.2~'~ E ll'ct>>o5~~ ~ ....~.a....:9...4) en ~i5;:;~;;; ~.s c:!1 ii-g3_i5C1lC:"~ um4>U'i'U>t\1-- >oe.!:C\o'Goo .0 &?- t:'I 1"" (l' 0,- .., >- ?. ;r ~~ f.- c. o..;~ 0- " -' . ",. ..~ ~l ~ III ~ ti E ~i~~~ z . II: ~ =.G: ~ i ~ l;'l'b 0 !l .g, III 0 ~ CIl ~ < ~ ~ x ~ ~ ,. - ' ~-. .. '. J ~.... '._ .-.';1' . .' Exhibit A 1'"'\ ,- I'IWOF OF I'lIllLlCATION OF NOTICE IN ClIi\IIIEIU,ANI> 1.,\ W .IOlmNAI. (Under ACI No. 5S7, apprlll'l'd Ivlay Ifl, 1')21)),I',1..17S-I STATEOFPENNSYLVANIA : ss, COUNTY OF CUMIJEI{LANI> : Rogcr M. l\Iorgcuthnl. Esquirc, Edilor of the Cumberland Lal\' Journal. of Ihe Counly and Slate aforesaid, being dnly Sl\'orn, according lolaI\', dcposes and says that the Cumberland Lal\' Journal. a legal periodical published in the Borough of Carlisle in the County and State afoJ'Csaid. was eSlablished January 2, I ()52, and desi!;nated by the local courts as the official legal periodical fill' the publication of allleg.llnotices, and has. since January 2. 1952. been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly thc samc as was printcd in Ihc rcgular edilions and issues of Ihe said Cumberland Law Journal on the filllol\'ing dates, viz: JANUARY 31. FEBRUARY 7, 1-1, 1l)l)7 Affiant further deposes that he is authorizcd tOl'crify this stalement by the Cumberland Law Journal, a legal periodical of general circulation, and th.1t he is not interested in the subject malleI' of the aforesaid notice or advcl1isemcnt, .lI1d that all allegations in Ihe foregoing statements as to time, place and chanacter of publication arc true, /::L2J71 '. , .. - ijl( { .--~ Rl(ger M, Morgcnlhal. Editor Rebe~ A1loD Goo dee'd, LnteofEnsl PrI1l1sb()roT(M'1~hlp. Executrix: Fuy L. Hildebrandt. 5 Amencana Lunc, SUl1ullcn:lah', PA 17093. Atton1t.oys: Hjchanl rt I...C'ft'\1.T. r-:'iq.. Mc:\'ccs, Wallace & ~ur1l'k, 100 PIne Slret:l. P,O. !lox 1166, Ifnr- rlsburg. PA 17108, (717) 232-1lOOO. SWORN TO AND SUBSCRIBED belill'e me this 1-1 day of FEBRlIARY, 1l)l)7 / :-lid,', //1 /,//..~. Nowr)' .' . O",--,-'(L {;t, ':' /wv <Lb.--<- ,;J!~,/97 [,LZ-Z.c/, H_ I" lO.J... NOTARIAL SEAL 8U8AH M. RAMSEY, Notary NlIc CIIWI, Cl.nterland CoIny, PI. loti ConvrUIIon EJlpIrN SepCenter 8, 1999 .' c.oPy I\toil<.ol to F. HilcAt b'A"t!t 1.11/.7 ~ ,- fROOF OEYUBLICATI.Qt:l State of Pennsylvania, County of Cumberland. Sherry Clifford, Classified Advertising Manager of THE SENTINEL, of the County and State aforesaid, beIng duly sworn, deposes and says that THE SENTINEL, a newspaper of general cIrculation In the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly Issued In saId County, and that the printed notice or publication aUached hereto Is exactly the same as was printed and published In the reular editions and Issues of THE SENTINEL on the following dates, vlz Copy of Notice of Publication January 17, 24 and 31,1997 EX!CUTRIX NOnC! Lettlra T....menlary on thi E..... 01 ALLI!N Q, R!8- I!R, docoutd,lalO 01 Enl Penn.bara Townlhlp. Cumberland County, P.... .y1vonlo, he.. bo.n glOOl' odIoF.yLHldobtonCIJ.AI Plreon. Ind.bt.d to AlI'n 0, Robe, OIl toqUOl1od 10 make Immediate paymlnt to hie ..101.. AddllJonoJl}' III tho.. hiving clllmi .g.lnll AII.n 0, R.ber mUll ProlOnllhom lot ..t. 1Iom'n1Io: . Fey L HId.btondt Exocu1rbc ollho E..... Dr AIl.n O. Robe, S Am.rtcono lone SummotdoJ., PAI7OII3 orto: RIchonI R.lof..." Eaqulro McN_, Wd_ & NurIck 100 PIne Stroot p,o, 80. 11115 HotlIobu!g. PA 17108 (717) 232'5000 . Affiant further deposes that he Is not Interested In the subject matter of the aforesaid notice or advertisement, and that all allegations In the foregoing statement as to time, place and character of publication are true. ~ Sworn to and subscribed before me this 5th day of February . 19 97 -.)~uJ_(.L I !(j J J)aUJf..M 'J Notary Public My commission expires: NOlarinl Seal Shi.rfoy O. Durnill, Notary Public CNh51e ~or.o, C,!Jrnbnrland County My Com01lsr..on l;xpife5Au9. 9. 1999 Member, Pcnn5yl'/ama AS50tlJlron uf NOldrles \ exhibit B MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 RETAIN LOWER PORTION FOR YOUR RECORDS ~ U~PAH'M~NI U~ H~V~NU~ BUREAU OF INDIVIDUAL TAXES 1,.tIt:;::!-' ~[ tAll DiviSION D[PT, 280&01 HARRISBURG, PA 111Za-OhOl NonCE OF INItERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 09-29-97 REBER 09-18-96 21 96-0960 CUM8ERLAllO 101 AnDunt ReId t tad /;PJ~~' i4~~ 11'-1\.' II ,~J '11-'" ALLEU iftV~l5!;'.nxn,;ri;-ro:i:;;rf-:lcYfct--:TY:::iEif:ff;.;rca-YAx-APiifiA':f5::itf:1r-;-,:;i:.'i."5wANCg-CR----n----------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RE8ER ALLEU G FILE NO, 21 96-0960 ACN 101 DATE 09-29-97 If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. A~ount of Line 14 16. Amount of lino 14 17. Anount of Line 14 18. Principal Tax Due LINDA M ESHELMAU MCUEES ETAL PO BOX 1166 HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER cOUNTY ACN PA 17108 ~ CUT ALONG THIS LINE ~ TAX RETURN WAS: (XI ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURU 1. Red Estate (Schedule A) (ll 2. Stocks and Bonds (Schedule OJ (2) 3. Closely Held stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule OJ (4) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule EJ (5J 6. Jointly Owned Property (Schodule f) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule X) (10) 11. Total Deductions 12. Net Value of Tax Return 1~. Charitable/Governnental Bequests CSchedule J) 14. Net Value of Estate Subject to Tax NOTE: at Spousal rate taxable at Lineal/Class A rate taxable at Collateral/Class 8 rata 1151 I1bl 117) TAX CREDITS: PAYMENT I DATE RECEIPT NUMBER DISCOUNT 1'1 INTEREST/PEN PAID (-I CHANGED ,00 ,00 .00 ,00 1,804,33 250,00 ,00 IBI 7,516,16 14,547,]2 Ill) 1121 U31 U41 ,00 X ,DO: .00 X ,06: ,OOX,15: UBI AMOUNT PAID TOTAL TAX CREDIT i BALANCE OF TAX DUEi INTEREST AND PEN. TOTAL DUE NOTE: To insure proper credit to your account, subnit the upper portion of this form with your tax paYl!lent. 2.054.33 ??,n63 88 20.009.55- ,00 20.009,55- .00 .00 ,00 ,00 .00 ,00 ,00 ,00 G . IF PAID AFTER DATE INDICATED, SEE REVEIlSE FOR CALCULATION OF ADDITIONAL INTEREST, ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU MAY BE DUE A REfUND, SEE REVERSE SIDE OF THIS fORM FOR INSTRUCTIONS,) RESERVA110Hl PURPOSE OF NOT1CE~ PAV"ENT: REFUND (CRJ~ 08JECTIONSI AOHIN ISTRUIVE CORRECTIONS: OISCQUHT: PENALTY: INTEREST 1 E,tata' of dac.dant' dying on C~ b.fc~. D.co.bo~ Il, 1981 -- If any futuro Intorast In tha a,lat. I' t~an.fo~r.d in poulllulon or IlInjo,...,Il\ \0 CI.... a '"toll.t.~eU ll.,..:1..l.. 1... ..r tll. .;#;:::~...~ :.~~"r ~~. .:...;.~:,=-H::,. ;f :':-.,i ;;'t:.~; fe:- Ilf. or for yoa~', tho Co..onw..lth he~.by a.pr.ssIY rosorvas tha rlghl to app~als. and ass.s, transfar Inharlt.nco T.... .t tha 1.IIIful Class 8 lcollatoral) rat. on any such futuro Intarest. fo fulfill the requiro.onts 01 Soctlon ll40 of the Inha~ltanc. and Estato Ta. Act, Act II of 1995. (7l P.S. Soctlon 9140), Dotach tho top po~tlon of this Notic. and sub.it with your pay.ont to tho Roglstor 01 Wills prlntod on tho r.va~s. slda. .-"ak. chack or 1lI0noy ordor payabl. tOI REGISTER OF HILLS, ACENT A r.fund 01 . tax cradlt, which was not roquostod on tho la. Roturn, nay bo roquo.tod by cooploting an ~Appllcatlon for Rafund of Ponnsylvanla Inharltanc. and Eslat. fa." IREV-I]I]). Applications are avallablo at tho Offlc. of tho Reglst.r of wills, any of tho Z] R.venu. District Offlc.s, or by calling tho spoclal Z4-hou~ answarlng service nueb.rs for fo~.s o~dorlng: In Ponnsylvania 1-3CO-56Z-Z0S0, outsldo Ponnsylvania and within local Harrisburg er.. (7111 787-8094, 1001 (7171 11Z-~ZS~ IHoarlng I~palr.d Onlyl. Any pa~ty In Intor.st not satlsflod with tho app~also.ent, allo.anco Dr disallowanco of doductions, o~ assoss.ont of tax (Including discount o~ Into~ost) as sho.n an this Notlca .ust object within sixty (601 days of rocalpt of thll Hatlu bYl OR .-w~lttan p~otlst to tho PA Depa~t.ont of RevonUG, !oard of Appeals, O&pt. Z810l1, Harrisburg, PA .-.Ioctlon to havo tho .atter d.tl~.lnod at audit of tho account of tha porsonal r.p~osont.tlvl, -.appoal to thl Orphan,' Cou~t. 17IZ8-Ull, OR Factual Irro~s dlscovo~.d on this ass.ss'lnt should be addreSsed In .~iting to: PA Dapartnont of Revonul, 8u~lau of Individual Taxes. AT1Nl Post Assoss.ont Rovlow Unit, Oopt. ~B0601, Har~lsburgf PA 17128-0601 Phone (717) 1B1-6505. S.o paga 5 of tho booklot "Inst~uctlons fo~ Inhe~lt.nca la. Ratu~n for a Rasldont Oacedlnt" (REV-1501) fo~ an ..planatlon of adoinlst~atlvalY corroctable .~ro~S. If any ta. duo is plld within throo (]) calonda~ eonths afto~ the docodont's doath, a flvo po~cont IS:'.) discount of tno lax pllu 1. allo.'u. Th. IS:'. tax a.n.sty non-participation Plnllty Is co~puted on tho total of tho taM and Inte~.st assossld, and not paid blfo~. January 18, 1996, tho first day afle~ tho ond of thO ta. aftnosty p.~IOd. This non-pa~tlclpatJon penalty i. appoalablo In thl sa.1 ftanno~ and In tr.~ tho sa.o tlno poriod as you would appoal thl taM and Int.~a.t that hiS boon assessod as Indicatld on this notlco. Interost is cha~gld blginnlng with fJ~st day of dollnquoncy, o~ nlnl (9) nanths and anI (1) day fro~ thl dato of doath, to thO date 0' pay.ont. la.os which boca.. d.linquont bofo~1 January I, 1982 bOD~ Inte~lst It thl ~atl of six (6:<) porcont pl~ annul calculated at a dally rate of .000164. All taxos which boca.. delinquent on and aftl~ Janua~y 1, 1982 will bla~ Int~rost at a ~at. whiCh will vary f~o~ callnda~ yoar to calonda~ yoar with that rat. annauncod by tho PA Dopa~taont of Rlvenu.. Tho appllcablo inlo~lst rat.s fo~ 198Z th~ouah 1991 a~11 ~ Int.~..t RfIlto Dally tnla~o.t F8CtO,. ~ Into,.."t Rl'llo OallY tnt.ra.t rActo~ 1981 :Ol .000548 1987 9:'. .000241 1983 16:< .000438 1988-19lJl III .000501 1984 llYo .000301 199Z 9Yo .000llo7 1985 13:'. .000l56 199]-1994 n .00019Z 1986 10iC .000274 191)5.1991 ,~ .000l47 uInterost Is calculatld os follo""1 INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELIlIQUElIT X DAILY IlITEREST FACTOR --Any Notle. Issuod .fto~ thl ta. bOco.,s dollnquant "'III ~ofloct an Intorast calculation to flfto.n 115) days boyond tho date of tho ..sossoont. If pay~ant Is ondo aftl~ tho inlo~ost cOfllputetlon de to sho.n on tho Hotlcl, additional Int.~.st lust bo caiculatod. 'o;o',.,'t... ., Exhibit C ". '. l,,~ '.,.' "0 '" """':".~ "'C .c u u ~ Q,.I >- := C ~ "0 ", ", QJ r; .- "0 I: ", > ...- > '" I: "0 ;:;;"00 < "0 .5 C :0-....-0 'S: Er-. ~ o '" c.o. e ~ ~ .~ c ""...... ~~ u '" 'C: "0 '" eo c. C ::l ;:;; 0 ...,'_ v '" 0. "0 0 U ~.-- lO ~ "0 _, e > ~.c ~..... "'- .;:; -0 "0 ~"'o. u E E'~ c.. '" 0- C ".- VI 'E '" 0 ", G! :: ... 9 'E "0 "0 :!l .g< ;:;; u.. lO :::."O~-o '" .... .... ~ C bll 0 VI U U U '" 0 0 C . '" '" >-",co. -LI'l VI .;:; '" "C: -0 lS u.. c.~'" Co. c.~ 0 'E r: '0 5 ~ ~ ~ ~ "0-0 ...-0 C. 0- S'n '-..... '5 '5 '5 Co. E VI e- "0 eo ....0. ", 0- QJOnJ- ~ '" '" So. 00. e ~ < ::l '" .c '" <II....... "'..... .... .... - c.. ....I I--~Po-. I: 0. u U u VI - 3- c.. < c.. LLI .. I- . Vl <(OIX 0 r-. - M 0. LI'l N - eo -0 0 N LI'l 0 "<t- r-. "<t- o. - M "<t- M q "': I-ZO r-.: 0: d . , d , " . . VlLLlI- eo N eo - M eo eo eo LL1..J- LI'l "<t- -0 -0 LI'l r-. LI'l N M 0. LI'l N IX-O "<t- M ~ LI'l eo LI'l N 0 r-. N "<t- -0 ~ , , , , ~ , ~ ~ ~ r-.' u..LL1 ~ M LI'l N N - LL1~IX c ~ ~ ~ ~ ~ - a:l U ::l ~ LLI 0 IXZu.. E z~O < LL101- ..JUVl VI ..J - ~ <(o..J ~ Z d <( u 0 ..J ~ uJ '" IX U 2 ~ LLI ... 0 U I- U a:l u '" c L "C: -< llS u uJ ::l ~ :0 .5 :J ~ Z ;:;; u ... , 0 U 'E c u llS u ", ;:;; uJ '6h CQ lS u .... '" ;:;; .... '" 0 U ::l VI ,~ C. Z ~ u VI 0 l:! '" '5 .!l! '5 ~ '" < '5 0 '5 '" '" is ~ ;:;; '" 0 C. ::l .c 'E ....I 3 I: I: ~ '" < ~ '" < u u 0 ... >- e ", ~ CQ ..... "0 ~ '" ..... ",' '" c '" CQ 3 0 ::l 0 e- c ", "0 '" < ....I '" '2 :c CQ "0 '" .... ~ '" '" 0 c. '" 0 E Z '" :> ,!:! c. U c VI bll U ... '" '2 ::l >- '(jj .... 0 ", u '" ~ ", z '" .... lO 0 z I: .... :J (] 0 ~ Vi ~ )0- I- u.. c.. CQ . ' " ... ~'.'I''''_'' u,' " ..,.,,,. G} . exhibit 0 exhibit E COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL ~ larch 21). I <JI)I) MIKE FISHER ATTORNEY GENERAL l 'Imritahle Trusts and Or[!ani;tlltions Scction 21 S. 12th Strcct. 3rd Floor I'hilmlelphia,PA 19107-3603 Telcphonc: (115) 560-1402 Fax: (215) 560-2102 .. - ."..: ("- .. , Linda M. Eshelman Estatc Paralc[!al McNccs Wallacc & Nurick 100 Pinc Strcct p, O. Box 1166 lIarrisbur[!. I' A 1710N-1166 -., Rc: Eslnlc IIr AHcn (;, Hehcr, Ueecased DcaI' Ms, Eshelman: Rcccipt is acknowlcllged or yol1l' leiteI' regarding the charitahlc gills inthc ahovc mallcr, I havc rcvicwcd the Aecounl allllother materinls suhmiltcd and, on hehalrorthc Allorncy Gcncral as I1ilJ:l:llii patriac IiII' charities. wonld advisc )'ou Ihat this onicc is without ohjcctionto conlirmalion or thc Acconnt as sHIlCl1. ,/ 'onrs, L \ enc[{g?lle Deputy Altomc)' {kncral LB:iak 4 -. ~.. ". I I .J , , j l , .' \ . . . . ~ ~ " , --. / - (': \) \.. - ,: k'~' ~ J ~ r"l - I;) 1~ r ~~ ~ ~ ~ J] .t.;" tJ (ll N r) , I~) .. o l" .. " , . \~ ..'!--' ," '" > ell . -'-~.;JfII --------. . ;- ..- -~~ -- \, , o. . , " . ) ., ....... 1-:' - STATIIS REPORT I !NDER RI n.E (1.12 Name of Decedent: Allen G, Rl!ber Date of Death: Sl!ptember 18, 1996 Will No, Admin No. 21-1996-0960 Pursuanllo Rule 6.12 of the Supreme Court Orphans' Court Rules, I reportlhc following with respect to complelion oflhe administration of the uhove-captioncd eslute: 1. State whether administration of the estate is complete: Yes.!... No 2. If the answer is No, slUte when the personal representalive reasonably believes lhul the administmlion will be complete: 3, If the unswer to No, I is Yes, stale the following: a, Did the personal represenlutive Iile a Iinal uccount with lhe Court? Yes.lL No_ b. The sepamte Orphuns' Court No, (ifuny) for the personal representative's account is: c, Did the personal represenlutive stale an account infonnally to the parties in interest? Yes _ No_ Date: d. Copies of receipts, releases, joinders and approvals of fonnal or infonnal accounts may be Iiled with the Clerk of the Orplmns' Court and may be attached to this report, sj~-/9'l I ~~ X O:;"w"d..4;t..-....~' ,eC(:- Sign' re Fay L, lIildebrandt Name (Please lype or prinl) 5 Americanl1 Lane Summerda1e, PA 17093 Address ; ,',' - " (717) 732-1352 Telephone No, Capucily: Personal Representative l Counsel for personul rcprescnlative '.