HomeMy WebLinkAbout96-01024
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PETITION FOR 1)lmnATE nnd GRANT 01: LETtERS
IA ,<"'J /;. ,('II G.;.,Y"'. No. ~...':.-CJ. f&, -I D:A t./
_ To:
Register of Wills for thG
. Dt'("('a.sceJ, County or (\ I,,, ~ },'" \f1, \11 in the
Social Security No. It,:;. 2 f'.' -/ f', .; t) Commonwealth of Pennsylvania
The petition of the undersigned respectfully rep,esent! that:
Your petitioner(s). who is/are 18 years of age or older an the execut r' t<!~,
in the last will of the above decedent, dated ;'t' H' N,"'..",IJ"/'
and codicil(s) dated N / -'i
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Eslate of r,t /' I
also known os
named
. 19.:il:..-
(st,lle relevant circlImSHI"CC:\, (,8. renunciation. death or Ue(:utor, etc.)
Decendenl was domiciled at death in ('" / .. /"." I., , I ..I County, Pennsylvania. with
h h . lastfamilyorprindpalresidenceal'R", ..,1;.'. ,V,.":",,,J Ln,J.',:!.
f\.-'\-fr/"..J --rU.1f l'r'1111:)( fTll n_
t i~1 meet, number and muncipalily)
Decendent. then years of age. died 'T), .[', .'111 lie," (.,
at '" ,~k ,I
Except as follows, dec dent did not marry, was nol divorced and did not have a child born or adopted
~fter execulion of thejwUI offered for probate; was not the victim of a killing and was never adjudicated
\Ilcompelent: /II/"A-
Decendent at death owned property with estimaled values as follows:
(If domiciled in Pa.) All personal properlY
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real eslate in rennsylvania ((' , "
situated as follows: /.." {! v If ILl, , . I, ,e ",,, F
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WHEREFORE. petitioner(s) respectfully
prt<ented herewith and thc grant or letters
lheron.
reqf~s,t~~~ ~~~"P,r~~al;, ?f the lasl will and codicil(s)
(h~st3mtnt3r)'; administration c.I.a.; administration d.b.n.c.t.a.)
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717-7i-n- "/91'.7
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF I'E}"lNSYLVANIA } 85
COUNTY OF (If/,,,h,',ltllI{(
The petitioner(s) above.nam<~ swear(!) or affirm(s) thaI the statements in the foregoing petition are
lrue and correct 10 the beSI "f !h~ knowledge and belief or petitioner(s) and lhat as personal represen-
tative(s) of the above decedent petitioner(s) will well jind truly ,ad~inister the estate according to law.
Sworn to or affirmed and subscribed ~ }.,,,,;:{,,,. , /""J t<-" '"
before me this 1('/' __ day or , ,', I ~.
'7 '>';1""'!;{ J;;t';; """",. >I~W'''' !
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Mary C, Lewis ' Regisler /' :e:
/5-/'11-7
No. 21-%-1024
Estate of Earl JLlnes Eisenberger
, Deceased
DECREE OJ. IJROJIAn: AND GRANT OJ. LETTERS
AND NOW Decanber 12. 19~, ill comidcrnlion of the pelilion on
the reverse side hereof, sati,faclOry proof having been presented bcl'OIe me,
IT IS DECREED that the instrumenl(s) dated ?,'" ,v","1I G". I'i' / ((
described therein be admilled to probale and filcd of rccord as Ihe la't will of
Earl Janes Eisenberger
and Lellers "f' It" '/(11 )If', I/a I 'J_
arc hereby granted to 0,- /,' I '.; I, " / ,,C"" ./' / ./.' /. ......ili.uL-
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" ' . JJ(AM~ 1/1 )/{f.//IU )!;;i:t<j,
Rcgi"c, or Will. Mary C. Lewis 5'
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FEES
Filed
S 200.00
S 12.00
S
$
TOTAL _ S
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Probate, Lellers, Etc. ..,......
Short Certificales( 4) . . . , . . . , . .
Renunciation ........',......
K-Pages (3)
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Mailed Letters and order to EKecutrix Doris Eisenberger's address
on December 12.1996
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FIRST AND FINAL ACCOUNT
FIRST AND FINAL ACCOUNT OF
Doris Eisenberger and Bemlce Ellerman, Executrix'
for
ESTATE of Earl J. Eisenberger, Deceased
Data of Death:
Date of Admlnlstrato~s Appointment:
Accounllng for the Period:
December 6, 1996
December 12,1996
December 12, 1996 to
July~) . 1999
Purpose of AccoUnt: Doris Eisenberger and Bemlce Ellarman, executrix' offer
this account to acquaint Interested parties wtth the transactions that have
occurad during their admlnlstrallon.
This account also Indlcetes the proposed distribution of the estate.
It Is Important that the account be carafully examined. Requests for addlllonal
Information or questions or objections can be discussed wtth:
Richard M. MorTis, Jr.. Esq.
318 E. King SI.
Shlppensburg, PA 17257
(717) 530 - 8579
~ahb i Cl(L,-..c..Ji~tIn'"J..
_ 6'e"",'h..;,(O - 1d.,-f).o-CfG
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SUMMARY OF ACCOUNTS
Page Current Value FlduclalY Aqulslllon Value
Proposed Distribution
to Beneficiaries
6
$ 5,637.25 $ 5,637.25
PRINCIPAL
RecelptB
Nat Gain on Sales
3
NONE
$ 43,717.18
Less Disbursements:
Debts of Decedent 4
Funeral Expenses 4
Admlnlstrallon Expenses 5
Taxes 5
Fees and Commissions 5
$ 11,899.89
$ 2,603.63
$ 1,240.61
$ 876.52
$ 4,069.28
$ 23,027.25 $ 20,027,25
$17,500.00 $ 17,500.00
$ 360.22 $ 360.22
$ 5,887.47 $ 5,887.47
Balance before Distributions 5
Distributions to Beneficiaries 5
Interest 6
Principal Balance on Hand 5
For Information:
Investments Made NONE
Changes In Holdings NONE
INCOME NONE
Receipts NONE
Less Disbursements NONE
Balance Befora Distributions
Distributions to Beneficiaries
Income Balance on Hand NONE
Combined Balance on Hand 5
$ 5,887.47 $ 5,887.47
$ 250.00
Anllclpated Future Expen.
Funds for Distribution
6
6
$ 5,637.25
$ 5,637.25
2
RECEIPTS OF PRINCIPAL
Assets Listed In Inventory Current Value Fiduciary Aqulsltlon Value
Three Motorcycles (Sold and converted to cash) $ 3,650.00
Tools Sold at Pottelge~s Auction House $ 421,52
Tools sold at Ransome Lift $19,023,50
Sale of various tools $ 157.00
Ring Refund $ 135.00
Life Insurance Refund $ 166.78
Entireties property (112 of $ 35,000.00) $17,500.00
Mlscelaneous Receipts $ 760.27
Cash Assets a1 Death $ 950.40
C. McAllister (Tool Sale) $ 261.83
Ca1erplller Stock $ 486.92
Linda Fisher (Tool Sale) $ 25.00
CEFCU Account $ 178.96
$ 3,650,00
$ 421.52
$ 19,023.50
$ 157.00
$ 135.00
$ 166.78
$ 17,500.00
$ 780.27
$ 950.40
$ 281.83
$ 486.92
$ 25,00
$ 178.96
TOTAL INVENTORY $ 43,717.18 $ 43,717.18
Cash:
SEE ABOVE ACCOUNTS
REAL PROPERTY:
SEE ENTIRETIES PROPERTY ABOVE
TOTAL INVENTORY $ 43,717.18
3
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDANT
Howell's Harley Davidson $ 400.00
United of Pennsylvania $ 323.50
Rodale Books $ 44.18
Central Credit (Old Tax Bill) $ 28.25
National Geographic $ 15,90
Carlisle Imaging Association (Mad. Last 6) $ 170.00
Jennifer Hobert (Mad. Last 6) $ 40.00
Bernice Ellennan (Mad. Last 6) $ 3,090.68
Michael Hensley (Mad. Last 6) $ 100.00
Cerllsle Hospital (Mad. Last 6) $ 858.20
Carlisle Degenerative Disease (Mad. Last 6) $ 441.00
Arthur L Koch, D.O. (Mad. Last 6) $ 1,000.00
""Gary Firestone $ 227.58
"Dean Robinson $ 13.00
Debt to William Robbins $ 4.900.00
State Fann $ 247.60
$ 11.899.89
FUNERAL EXPENSES
$ 2,603,63
4
ADMINISTRATION EXPENSES
Hospice of Lancaster County $ 200.00
AdvertlBlng $ 75.07
Mlscelaneous expenses $ 413.29
Court filing fees (est.) $ 500.00
Interest on Loan $ 52.25
$ 1,240.61
LOCAL AND STATE TAXES
Estate TBlCes $ 876.52
$ 876.52
FEES AND COMMISSIONS
Richard M. Morris Jr.,
Attorney at Law
$ 1,625.00."
Bernice Ellerman
ExecutriX
$1.122.14
Doris Eisenberger.
ExecutriX
Ebener & Associates
Apprelsal
$1.122.14
$ 200.00
$ 4,069.28
... payment to date (Attorney paid at an hourty rate)
----------------
----------------
$ 20,689.93
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
Virginia Eisenberger
$17,500.00 1/2 Share of Entireties Property
PRINCIPAL BALANCE ON HAND
$ 43,717.18
$ 360.22
( $ 20.689.93)
Total Inventory
Interest
Expenses
Balance Before Distributions $ 23,387.47
( $17,500.00)
Distributions
$ 5,887.47
5
Interest Income
INFORMATION SCHEDULES
RECEIPTS OF INCOME
$ 360.22
DISBURSEMENTS AND DISTRIBUTIONS OF INCOME
None
Attomey's Fees
ANTICIPATED FUTURE EXPENSES
$ 250.00
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Funds avallabla for distribution
$ 5,637.25
INDIVIDUAL DISTRIBUTIONS:
VICKI L. OATMAN
CYNTHIA L. EISENBERGER
$ 2,618.63
$ 2,818.63
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21. Utin" 18 is greater than line 19, enler the difference on line 21. This is the TAX DUE.
A. Enter the inleres' on the balance due on line 21 A
B. Enter the tala I of line 21 and 21 A on line 218. This is the BALANCE DUE.
Make Check Payable to: Reglst.r of Willi, Auenl
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -C:-C:
'J~der penalties 01 perjury. 1 declare Ihot1 hove e.amined Ihis relurn, including accompanying uhedulc" and ,Iolemenh, and 10 the be~1 o{ ~'y-~~~-":'i;-d9-e- andb;T;~
t " Irue, corred and complet". I declare Ihol 011 reol ,,\Iole hat been reported olltuo market value Declaration of preparer olher than the perlonal representative is
:::lDled on 011 information of whith preparer has Qny ~nowledge.
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.OA OATIS OF DIATH AnlA 12/31191 CHICK HIRI
IF A SPOUSAL .
POVIATY CRlDIT IS CLAIMID I 1
fill NUMBlA
71
COUNTY CODE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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YEAR
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NUMBER
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Nowvillo, PA 11~4l
c...." Cumberland
fAMUUHllIllll'ill) 1~lllIj~lIU{IIlJll~I-.
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(lor daten 01 dealh prior 1012.13.821
[OJ 5 Federal E"ole Tal Return Required
l 7 Sop"l.m.n'"1 R,'",n
['1 1. Original Return
[J A. limited hlD!e !.to Futuro InIcHOl' Compromile
liar dohn 01 dealh alter 12.12.821
[] 6. Decedent Died }e,Iclt! 1 7 Docedent Maintained 0 living TrUll
(AlIaeh copy of Will) (Alloth copy 01 T fUl')
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
_ 8. Tolol Number 01 Safo Depolil BOA.'
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T1ltPHON( NUMIU
717 I 530-857~
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1. Real Eltale (Schedule AI
2. Slock, and Bond. (Schedule 8)
3. Closoly Held Slock/Porlnenhip InlorOl' (Schedule q
o4. Mortgages and Notes Receivable (Schedule 0)
5. Cash, Bank Deposih & Miscellaneous Personal Properly
(5thedo'e E)
6. Jointly Owned Properly (Schedule Fl
7, Tromfe" (Sthedo'e G) (5thedol. l)
8. Tolal Gran Aneh (lotollines 1.7)
9. Funeral Expenses, Administrative Cas". Miscellaneous
Ellpenses ISchedule H)
10. Debh, Mortgoge liabilities. liens (Schedule I)
11. Total Deductions (tolollines 9 & 101
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and Governmental Bequesh ISchedule J)
lA. Net Value Subiect to To. (line 12 minus line 13)
IS. Spousal Transfers (for doles of death aher 6.30.904)
See Instructions for Applicable Percentage on Reverse
Side. (Indude values from Schedule K or Schedule M)
16. Amount of line lA tallable 01 6% role
(Indude values from Schedule K at Schedule M.I
17. Amount of line 104 laxable at 15% rate
llndude values from Schedule K or Schedule M.)
lB. Principal tall due (Add tax from lines IS. 16 and 17.)
19. Credits Spousal Poverly Credit Prior Paymenh
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(61 ~ p]J I ?QO .00. ( SArli!> PROPER'l'Y .AS"A" ABOVE)
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20. If line 19 is greater thon line lB. enler the difference on line 20. This js the OVERPAYMENT,
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Check here if you Ote requesting 0 r.fund of your overpayment,
1211
171A)
(71BI
R70.52
876.52
I...ao'''t n'T)
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
,,~:I~:~1\
......,.PfI}~
COMMONwrAlfH Of P[NNS'flVANIA
INHUIfANCI 'AX urUIN
IUIDIN' D(CID~Nr _. _
. Ploalo Pri."I_~r Typo
FILE NUMBER
__m_________ 't~~L9__~J_____
(All p!;perIY lolntly-owned with Ihe Right o' Su,vlvonhlp mu;ib. dll(j;.-.-d-~~~~~!duf~.~t_. ________.____.___._ _H_. .-~.----~-.---
ESTATE OF
EAHL JAMES EISENUEllGEll
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1. Miscellaneous tools and personal property
(Further described in the inventory filed with
the Register of Wills)
$ 21,425.42
2.
3 MOTORCYCLES
$ 7,000.00
TOTAL (AlIa enter on Ii no 5, Reea itulalian) S 28, 425 .42
(AlIath adriilionaf BYt" )( 11" .heels if more 'pace il needed,)
IIY,IHit'h'IU'1
l'
W
COMMONWlAlTH O' ,lNNIYLYANIA
INHUlfANCI IAIUIUIN
IUIOINT DIClDlHT
SCHEDULE F
JOINTLY.OWNED PROPERTY
ESTATE OF EARL JAMBS BISHNllHHGHll
FILE NUMBER
C]1,-IQJ,tr
.
.
I
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Jolnttlnon'I.).
----.--- ~-,-,_.- '.
ADDRESS
RELATIONSHIP TO DECEDENT
WIllE
NAME
A. VIRGINIA HISENBEllGEH
B.
C.
Joln'ly.ownld proporty.
I
ITEM LmER DATE DOLLAR VALUE OF
FOR TOTAL VALUE DECO'S
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. REAL PROPERTY $ 35,000 50.' $ 17,500.00
TOTAL (Also Intor on line b. Recapitulation) S 17,500.00
(It more spoce is needed insert addilianal sheels ot same sjze}
.,<~-<'~ ~ -"~'''''''''''-','~'''''''-r''~'h'.M'''''i~!,,).r
IIVlSlIfl.I'''J
~f(.>~:r~
.. f/}..h
COMMONWULHi Of P(UNS"lVM~IA
INIlUI1...NC[ "...... II(lURN
.. !.[SIDlNl _~r((p~Nl
ESTATE of-
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ITEM
NUMBER
I Plea.. Print or Type
.---_.
FILE NUMBER
() b \ 0 J.. '~
-.. L_ ..- .----T.n _._._ ._. -
i AMOUNT
....- .------------t---------
EARL JAMES EISENBERGER
DESCRIPTION
1.
A. Funoral Exp.n....
CREMATION SOCIETY O~ PENNSYLVANIA
RECEPTION (BEST RESTERN)
MISC. ~UNEHAL EXPENSES
B. Admlnl.tratlve Co.h:
2.
3.
4.
C.
1.
2.
3.
4.
S.
6.
7.
8.
1.
Personal Representotive Commi..ions 5% __
Social SecurHy Number of Personal Representotive: __.______._.._____0___
Year Commi..ions paid __19_91___
Doris Eisenberger 5S#:
Bernice Ellerman 5S#:
Allorney Fees
RICHAHD M. MORHIS, JH.
Family Exemption
Claimant
Relationship
Add.... of Claimant at decedent's death
Street Add,e..
CHy
State __0_ Zip Cade.______._
Probate Fees
REGISTEH OF RILLS
ADVERTISEMENT
MI.cellan.ous Expense..
VARIOUS SMALL ITE~S HEINBUHSED TO DORIS EISENBEHGEf
TOTAL (Also enter on line 9. Recapitulation)
(If more spac. Is n..ded, Ins." additional she.ts of sam. sl...)
950.00
480.98
775.45
1,122.14
1,122.14
1,500.00
(ESTIMATED)
o
226.00
135.07
195.78
S 6,5C7.56
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SCIIEI>ULE 0
TRANSFERS TO SURVIVING SI'OUS~:
~.Al.l1lor"H4ll\'A144
NIJJtAHl.'l:I"Um""
tnDMDnlJ"'1
Y.'TATlWY
W~!lL J~IIlF1~ JHSENBEHGlm
t"lJc'NulI1bn
CJ 6- I 0.). Lj.
PART A: F.n!ct!he lbrnpci.m and \'.aluc uf.n inltfcsls. buth tAuhle and nnn.t.a.uhl(', rcgudlns of 1\~,Jli()n. (nd of dtdudiom)
"hkh 10 the dtcCdtnl'I lurvi\'ing 'POUiC h~' "ill. inlnl.1L'Y. t'J'('.tlion o(law. or ulhemilC'.
Descri lion ofilems
I
1/2 INTEREST IN HEAL ESTATE
Amount
$ 17,500
Part A Total: Enlcr the amount sh()\.m on the recapitulation shec1 in the J)tC'tdtnt InronnaUnn Mellon.
Elecllon To Subjetl Properly To Tax Under Secllon 21 13(A) As A Taxable Transfer By Tbis DecedenL
If. trust or similaranangcmcnt mcds the requirementJ of Sed ion 2113(A). and;
a. The trust or similu arnngcmcnl is li5ted on Schedule 0, and
b. Thc vllue orlhe lIusI or similu arrangement is cotered in "hole Of in p.ut as an asscI on Schedule 0,
then the transfttOr'l rmonal leprcscnlalivc may specifically identify the Uu5t (all or a fractional portion or ('ICKrrll.1Cc) 10 he included in the el<<1ion 10 m\'e
such trust or similar rropcrty treated as a taxable transfer in this nt.1te. If leu tJan the rntire value of the trust or similar property is included as a
taxable transfer on &hrdule O,the personal rcpresmtali\'e shall be ronsidcrcd to ha\'e made the election only as 10 a fradion of the trust or similu arrangement
The numeralor ofthiJ (rl41ion is equal to the amounl ofthc trul( or similar arrangement includtd as a taxahle asset on Schedule O. The denominator is equal
to Ihe lotal ,..Juc o(tMtrud or similar arrangtmml.
ELECfJON: Do )"011 tltd undrr StttJon 2113(A) 10 IrI'al ... 1.lIbl~ Innsr~r In Ihb nl.l~ aU or I portion or. lnul or simOn .rranC~mrnl
ffraltd (or Ih~ solr UJt orUili drct'dtnl's .unhlncspousr durlnC Iht sun"h"lne sPOUlt's tnUn' UrtUmt7
\'F.5 D NO D Slcnalurl' Dat~
Nol~: Irlh~ tltctlon sppUr.lo mort Ihan nnt lrud or similar arnmCtmtnl.l.lcn .ltplfal~ rurm mlUl hf .ICntd and nJC'd.
Part B: r:.ntcr the dcsaiption and \'alue of all inlC'rests. hoth tnaMe and n(ltl-ta:uhle, rcgudlcu of localion. (net of d~du~1ions)
lothc ckttdcnt'ssur\"i\'ing .pouse for "hkh a Se,,1ion 2113 (/\) election is being ma..Jc.
lion of items ,\moun'
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RECEIVED BY .' ,/. . - i -~ . ,,-'II-"/' ,..... /.lP'&
I S1GNATU~E '/ oJ.-
MARV C. LEWIS /;i~t-;;jJ:;rY
REGISTER OF wiLLS W
... -. ~., ...
D NO. AA
185235 COMMONWEALTH OF PENNSYLVANIA
DePARTMENT O' REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*
....".,..""~
ACN
ASSESSMENT I'l'
CONTROL I:.
NUMBER
AMOUNT
RECEIVED fROM:
a
RICHARD M MORRIS JR ESQUIRE
,01
"C/C:h~e
318 E KING STREET
SHIPPENSDURG, PA 17257
ESTATE INFORMATION,
~ FILE NUMBER
(.1 21-1996-1024
~ NAME OF DECEDENT (LAST)
~ EISENBERGER EARL
II DATE OF PAYMENT
B POSTMARK DATE
COUNTY
SSN
(FIRST)
JAMES
165-28-4850
(Mil
CUMBERLAND
DATE OF DEAlH
fa TOTAL AMOUNT PAID
.876.52
VZ
REMARKS
BERNICE ELLERMAN
DORIS EISENBERGER
CIO IUC!WlD M. p.()RRIS JR..EStJllRE
CHECKll 1018
SEAL
REGISTER OF WILLS
--.. ,.....-.. --- _.~-
.__._ ___4' _.n'~ _...- _.- --. -r -- -7, ~-'.....
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IS-II/'1. .Y
BUREAU Of INOIVIDUAL TAXES
INtlERlTAHCE lAX DIVISION
DEPf, Z806DI
HARRISBURG, PA 11118-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c....
j~
NOTICE Of INtlERITANCE TAX
APPRAISE"ENT. ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS ANO ASSESS"ENT Of TAX
_".'hlIl11t ,"."1
RICHARD M MORRIS
31B EKING ST
SHIPPENSBURG
JR ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-16-97
EISENBERGER
12-06-96
21 96-1024
CUMBERLAND
101
EARL
J
Anount ReitH t.d
-
PA 17257
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiiY:i5Cii"EiCAFP-nii-:97T-iiiiricE--oF-YNHEiiiTANCE-TAX-iiPPRiiisEHEiir;-AiDiwANCE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EISENBERGER EARL J FILE NO. 21 96-1024 ACN 101 DATE 06-16-97
TAX RETURN WAS: I X I ACCEPTED AS fILED
I I CtlANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool Eltoto ISchoduIo AI III
2. stocks and Bond a (Schedule 8) (2)
3. Clos.ly Hald stock/Partnership Intar.st (Schedule C) 151
4. Hortg.g.s/Hot.. Receivable (Schedule OJ (4)
S. Cash/Bank Deposits/Hilc. Parsanal Properly (Schedule E) IS)
6. Jointly Owned Property (Schedule fl t6J
7. Transfars (Schedule Gl (7)
8. Total Anat.
HOTE: To in sura proper
credit to your account,
subnlt the upper portion
of this farn with your
tax pay"ant.
17.500.00
.00
.00
.00
28.425.42
.00
.00
181
45.925.42
6.507.56
6.540.34
IllI
1121
1131
1141
1~.n47 qn
32.B77 .52
.00
32.877.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral E~p.nl.I/Adn. Costl/Hisc. Expanse. (Schedula HI (9)
10. DObt.l"ortgogo Llobllltlo./Llonl ISchodulo 11 1101
11. Total Deductions
12. Hat Value of Tax R.turn
13. CharItable/Govern.antal Baqua.ts (Schedule J)
14. Hat Value of Est.t. Subjact to T.~
If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and lB will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anaunt of Lln. 14 at Spou.al rat. CIS)
16. Anount of Line 14 taxable at Lln..l/Clall A rat. (16)
11. Anaunt of Lin_ 14 taxabl. at Collat.ral/Cla.1 Brat. (17)
la. PrincIpal Tax Dua
TAX CREDITS:
PAY"ENT
DATE
03-05-97
NOTE:
.00
922.65
.00
922.65
17.500.00 X,OO:
15.377.52 X.06:
.00 X .15:
1181
RECEIPT
HU"BER
AAIB5235
DISCOUNT 1+1
INTEREST/PEN PAID I-I
46.13
A"OUNT PAlO
B76.52
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
922.65
.00
.00
.00
. If PAID AfTER DATE INDICATED. SEE REVERSE
fOR CALCULATION Of ADOITIONAL INTEREST.
( If TOTAL DUE IS LESS THAN .1. NO PAY"ENT IS REQUIREO.
If TOTAL DUE IS REflECTED AS A "CREOIT" ICR1. YOU "AY BE ~UE
A REfUND. SEE REVERSE SIDE Of TNIS fOR" fOR INSTRUCTIONS.)
\.....
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tjC)
RESERVATION: E.tate. of deced,nt. dying on or before Dece.ber 12, 1982 -. If any future Int,re.t In the e.tat. I. tranlf,rr.d
In Po.....lon or 'nJoy..nt to CIa.. B (collat,ral) b.n.flclarl.. of th. d.c.d.nt .ft.r the .~plratlon of any ..t.t. for
Ilf. or for year., th. Co..onw..lth her.by ..pr...ly r...rve. the right to appral.. and ...... tran,'.r Inherlt.ncl Ta~"
at the lawful Cl..1 B (collet.ral) rata on any .uch future Int.re.t.
PURPOSE OF
NOlICEI
PAYMENT:
REFUND (CR):
OBJECTIONS I
ADHIN
ISTRAlIVE
CORRECTIONS:
DISCOUNT I
PENAL TVI
INTEREST I
To fulfill the requlr...nt. of S.ctlon ZI~O of th. Inherltanc. and E.tat. Ta. Act, Act Zl of 1995. (7Z P.S.
SICtlon 9lU).
C.tach the top portion of thl. Notlcl and .ub.lt with your pay..nt to thl Ragl.t.r of Will. prlnt.d on thl r.v.r.. .Id..
--"aka chIck or .0nlY ord.r payabl. tal REGISTER OF HILLS, AGENT
A refund of a ta. cr.dlt, which w.. not rlqu..t.d on the T.. R.turn, ..y b. requ.lt.d by co.pl.tlng an ~Appllc.tlon
for Rafund of P.nnlylv.nla Inh.rltenc. and Eltat. Ta.~ IREV-1S1S). Application. ar. avallabl. at th. Off Ie.
of the R.gI.t.r of Willi, any of thl ZS Rlv.nu. Dlltrlct Office., or by calling thl .p.clal l~-hour
an.w.rlng ..rvlc. nueber. for for.. ord.rlng: In P.nn.ylvanla l-100-S6Z-Z0sa. out.ld. P.nn.ylvanla and
within local H.rrlsburg .r.. (717) 7a7-aa9~. TOOl (717) 71Z.ZZSZ IH..rlng I.p.lr.d Only).
Any p.rty In Int.r..t not I.tl.fl.d with th. appr.I....nt. allowanc. or dl.allowanc. of dldUctlon.. or a.......nt
of t.. (Including dl.count or Int.r..t) a. .hown on thl. Notlc. .u.t object within sl.ty (60) day. of r.celpt of
this Notice by:
..wrltten prot..t to the PA D.part..nt of R.vanu.. Board of Appeall, D.pt. Zaloll, HarriSburg, PA
...I.ctlon to hay. th. ..tt.r d.ter.ln.d at .udlt of the account of th. p.r.on.l rapr...ntatlv.,
..app..l to th. Orphan.- Court.
I7IZI-IOZI.
OR
OR
Factu.l .rror. dl.coy.r.d on thl. a.......nt should b. .ddr....d In writing tot PA D.part..nt of R.Ylnu.,
Bur..u of Indlvldu.l Ta.... ATTNI po.t A.......nt R.vl.w Unit, Olpt. Z10601, Harrl.burg, PA l11Z6-0601
Phon. (717) 7a7-6505. S.. p.gl 5 of the bookl.t ~In.tructlon' for Inh.rltanc. Ta. R.turn for a Re.ldant
O.c.d.nt~ (REY-IS01) for an I.planatlon of adalnl.tratIY'IY corr.ctabl. .rror..
If any ta. due I. paid within thr.. (S) cal.ndar lonth. aft.r th. d.c.d.nt'. d..th, . flv. p.rc.nt (5X) dl.count of
the tax p.ld I. allowod.
Th. l5X ta. aan..ty non-p.rtlclp.tlon p.n.lty I. co~ut.d on the tot.1 of th. tax and Int.r..t a......d, and not
p.ld b.for. Janu.ry la, 1996. thl flr.t d.y aft.r the Ind of thl t.. aan..ty p.rlod. Thl. non-partlclp.tlon
p.n.lty I. appe.labl. In the .... ..nn.r and In the th. .a.. tl.. p.rlOd .. you would app..l th. ta. and Inter..t
th.t h.. b.en .......d .. Indlc.t.d on thl. notlc..
Int.r..t I. charg.d b.glnnlng with flr.t day of d.llnqu.ncy, or nlnl (9) .onth. and on. (1) d.y fro. th. d.tl of
d..th. to th. data of pay..nt. T.... which b.c... d.llnqu.nt b.for. J.nu.ry 1, 198Z b.ar Int.r'lt .t th. r.t. of
.1. 16Xl p.rc.nt p.r .nnua c.lculat.d .t a dally rat. of .000I6~. All t.... which bec... d.llnqu.nt on and a,t.r
Janu.ry I, 19az wIll bear Int.r..t .t a r.t. which will vary fro. cal.nd.r y.ar to c.l.ndar y..r wIth th.t rat.
announc.d by the PA O.part..nt of R.v.nul. Th. appllcabl. Int.r..t rat.. for 19BZ through 1997 ar.:
~ Intarllt Rat. OallY Intarllt FRetor !!!! Intlrllt Rat. Oally Intarllt Factor
1982 ZO;( .ooasu nl7 .~ .aOOZ~7
19U 16X .oaa~sa 19aa~1991 IlX .0OOlDI
19B~ 11~ .000l01 1991 .~ .OOOZ47
1965 ll:C .OOOlS6 1995-1994 n .000192
1916 10;( .00a17~ 1995.1991 .~ .aOOZ~7
uIntar..t It c.lculated .. fol1owlI
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF OAYS OELINQUENT X DAILY INTEREST FACTOR
--Any Hotlc. l..u.d .ft.r the tax b.eo... d.llnqu.nt will r.fl.ct an Int.re.t calculation to flft..n CIS) d.y.
b.yond the data of the ........nt. If paY.lnt I. .ad. aft.r th. Int.r..t co.putatlon d.ta .hown on th.
Notlc., addltlon.1 Int.r..t au.t be c.lcul.t.d.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
""
..
5S:
- _.. _..--- ---,- - - -"_.- --
iG n Co_Executrix
SWOXIL ~___.~_ accordin9 10 law, depo.e. and .ay' Ihalohe .--'-' --- ..
. __ ..___ __ ___ . . of Ihe E.lale of _J:;u.r.l_-o!.nllle8_r;J.oe!.~JCr~~!___~----
lale of __ . .N.ewvi11e. (Lower Mi~f1in T!"p,)._ _, Cumberland Counly, Po., decea,ed and that the
. .. . ~8f~~cE EHp;~\lltl\l/.o;er . Executrix'
w,Ih,n" an Invenlory made by _ . _ p_ . '.. __ '. ._____e____ .-. -- --, Ihe .a,d---.-----
of Ihe enlire e,Iale of ,aid decedenl, con.i.lin9 of all Ihe personal prop.r1y and real e.lale, oxcepl real e,Iale ouhide
Ihe Commonwealth of Penn'ylvania, and Ihal Ihe fi9ure. oppo.ite each ilem of Ihe Invenlory repre.enl it', fair value
as of the dale of decedenl', dealh.
___B_er:. ,.iQ.e~ r;ller~...nn
bein9 duly
and .ub.cribed before me,
OJ
. .-\~L_'I'.l.t.J...._!(\J.~~o,'\\
Eucutor . Adminht,.tor
-------
.{\.L\\~:"-- ~~_!::.L..-:lC(
.\,]...,_, " '.",.[).. r\;, lli.~LC
\ .~fddr...
IOO~ '9 'uer S9Jjdlg UOj~IWWO:J ~
Ollq~~O~~~~~~ 'tl.mqSJ9qweq:J
. lV3S l\f=~ AllO!l311!l
Date of Oe.t ---
1996
DaV
____p...e.Q.e)~-~er
Month
Y."
INSTRUCTIONS
I. An inventory must be filed within Ihree monlh. afler appoinlmenl of personal repre.enlative.
2. A ,upplemenl invenlory mu,I be filed within Ihirly day. of discovery of additional a..eh.
3. Additional ,heeh may be altached a. to personally or really
4. See Article IV, Fiduciarie, Act of 1949.
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---..-------.."- .
pursuant tu \{Ull' (,.17 of thl:! !;Upl'ome Court Orphan~'
Court \{ulcS, I roport Lhe followinq wi\.h raspect to completion of
the duminiatL'atlvlI ul thl} .lboV'-'-<;dpt.iulIl~U ustate:
1.
StAt~ whether administration of the estate lB complete:
Yt'lS 110 X
------. ---
2. It th", unRw~r ill No, Iltute when the personal
reprcsentutiv.o rcasonabll'.l',eliavos that the administration will be
com(.lletel--B~LDL~~JWA..-Jll-lU("L_-- RU\')tllv 'b 01(6'H"l-, ( !IJ D1SNS1.,Ji--
I)f ';Ol^\: ~{. ikl r/'.I\')~t-'I..... ~IW?~ RTV.
J. If the unSWf:!l' to No.1 is Yes, Iltate the following:
a. Uid the porllunol representative rile a final
ac~ount with till! Cuurt? Yes No
b. Thl! scpilraLe Orphans' Court No. (if any) for
till! peraonal t"l'pL"eDUnlatlve.!'D account in:
c, Did the pr~r5unaJ representative state an
account informally to the pill:li(!S ill interest? Yes No
d. Copies o[ r~c~ipLS, releases, joinders and
approvals of formal or informal accounts may be filed with the
E:erk of lhe Orphans' Court arid lOay be ilt'ac ed torthiS f port.
n",,,,J\ ~6\,\q I ~
R:UUI\~ NIl r..\Uf,f\lS, J~I r: )~)
N.,11111 !( I'lease type ur print /-
11 ge, l<. 2 tJ(~ S I .
.2liUe.U'_~Uf\I! , Pl~ Jl~{,'i
^ddro~s .
llO-L. S ~u - ~ S'l~
Tel. !lo.
..J
..'
-,"
Capacity: Personal Representative
>(_counsel for personal
representative
(HAII:rmflM3)
f
..
'.
JRD/June 30, 1992/17858
REGISfER 01' WILV,
Cumberland County Courthouse
One Courlhouse Slluare
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative OOiHS L F.ISF.NBEflGEfl fIND BEi{NtCF. F.LLF.iW.N
Counsel:
RE: &tale of F.;ilL Jf.MFS F.ISF.NBEflGEfl ,Deceased, Lale of
~,H MIFFLIN TOWNSHIP
&llIte No.: 2]'] 996.01024
Date of Decedent's Death: ]2.6.1996
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, if
applicable, within two (2) years of the decedent's death, and annually thereafter until administration is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to determine whether sanctions should be imposed upon the
delinquent personal representative and the delinquent pers~njl r~~~esentative's counsel, if any.
Accordingly, if the requisite Status Report is not filed by . .1 ,19_, you are hereby
advised that a request will be submitted to the Court in accordance with Rule 6.12.
Date: 1.22.1999
Distribution to Estate File
S1'ATllS R,t:.I'OIl1'.._~!l!)~R,.JlIJI,I';_{j-,-ll
---------""-
Name of Decedent: ~/1~~
-
J
E '5(:,JIL)(:"r~
Date of Death: I J. -0'- r/~.L_
. k ?
Will No. ~ I-I 'f(U. -CI/O .;t<f Admin. No.~~
."
Pursuant to Rule 6,12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration o[ the al~ve-captioned estate:
1.
State whether adminiRtration of the estate is complete:
Yes . NO--2C_
2. If the anRwer iR No, state when the personal
representative ~~:~nablY believes that the administration will be
complete: / /, / CJ 1-$_
3. If the answer to No, I is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The Rl'pal'i1le OqJhans' C""rt No. (if any) for
the personal representative's account is:
c, Did I.he personal representative state an
account informally to the p,ll'ties in interpst? Yes No
*C.5Tll'/c /I/U m f3E1c.
d. Copies of receipts. releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
srfl;:;;Y~o=$ /..'{j~ ,
:J)c"f2tS L. E/ s .? #,13/-R G E ~
Name (Please type or print)
, 76 ~ J IiC'K--J'CJ Y :-012/ II~
Address
Date:c:::5< - /0'- 91
fko,-n cJ/'ot!f ('t>t:-T7 FI(''''' roE:
Fd~;b I c/1 C. - () I o/- <.{
flf/-" .. JI'I(,.. - len..';
7)ad/! DIli<.- 1.P-/C>?/NIj C
s.s'. ff /(-.5- -.2/-<7.-:1'5.-
(MAH: rmf/ AM3)
( 7 rIJ .3 7 'l - ,-52.::l 7,;;(
Tel. No,
Capacity: v""personal Representative
Counsel for personal
representative
FRI 12:0~ PH CROWtlOVER.EISEIII1ERGER.
717 397 ~284
P.02
SThTUS REPORT UNDER RVL/:; 6.12
;_.'"
Date
EAt<. l-.. T
of Deathl ':2-b-Qtp
if;-
No. ~ 1- I q If. C. -() I 0 ~ <-f Admin.
Elsen he.rre-r
Name of Decedont:
?,
Will
No.
Pursuant to nule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the admlnistration of the above-captloned estate:
1.
State whether .~9.ministration-of the. estate is complete:
Yes No-2L..
2. If the answer is No,
representative ~aSOnablY believes
complete: .oh I I J /qqq
3. If the answer to No.
state when the personal
that the administration will be
1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:d-/o-91
~-qr~~"oA
Signature
:DoRIS L. ';;/.r~/V(il!RGCA
Name (Please type or print)
'7& . f /t{!KJ'C).k" ))/2/ lie
Address
*" C.sT1f'TtE N U n1 (jE/e.
r/<O"" Jj,o~f (l(!,#!-T7 Flc-Iotr.€-:
,c:;'k. H> 19QC, - 01 (7,51..<./-
,*" .. ~"9c.. - /O.:L'f
)t~A D~ /.tL/t> ~ /1119 t
;,so :# /Gf -':ltr-~tf'.s-
(KAH:rmf/AM3)
{711l .:3 97 -~.;2 7d-.
Te 1. No.
Capacity: ~personal Representative
Counsel for personal
representative
\
0-12-99 FRl 12:0-'
717 397 528.\
PM CROI.JltOVCJ;,.'.EISCHIIEPGl:I.'.
717
397 '"5204
P.I'I
'Lx 'll~,l" Df 'l1}iUs. ClU1I6crlu"rl
rowdy ec,lIlflOlISC'. (>AVlisI... P.d
Y:ux c){o: 717-240-7797
grolll: 7)01';' E. G.C'II(;,.,;.YC'I'
7.L~ c/{o: 717-397-:)284
LdepfJlJI/C' C){,,; 717-896-2272
l)?e Cslut" l){Wl.!x.,. 2(-19.%.01024
'1lcwillf} jlt..~l relu:rncrl from ':Florirl C/. ;; [OUllrl YOllr notice 0/ {he ' )lal/(s'/~JJn,.1
lllClt i.~ clue on m!l {Jr(iflPJ".~ c..<Jale. please scc acrompcUI!JillfJ [01'11I. (..tlly c'oUll.~cl
had not ncJ"ise me of l1;i$. .~() it ;s lute.. 9 alJOtoyize.Che original of lhis c!O('/lmCJll
",ill ~ /,ormcucl eJ to !jOil U;i.~ a/,lernoc)Jl Ilia 'll.d. 1>o..lccl.j".mirc. D wu ('f/rr"lIl~l
/ruing {o clear lil' a {C/x mcdleJ' amI CIS SOU/I a.~ {haf is c/(x:omplisruxl will be CI{jlc io
(:lose If,is cslcdc _
.. )lc.~JxrlflllJ!J.7Joris fl. 6sellbrtyCJ'
STATUS REPORT UNDER RULE 6.12
Name of Decedent:J;J\l\L JI\N\\:<., E:.:1."Jf.1VBU\&-1t
Date of Death: I,), VIe (l L
Will No. Admin. NO.) I - \ 11(, - IOJ~
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
State whether administration of the estate is complete:
yes)<. No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
1.
3. If the answer to No. 1 is Yes, state the following:
a. Did the p:>(onal representative file a final
account with the Court? Yes No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative s~e an
account informally to the parties in interest? Yes~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
::::,~~~~~~'"'. com ,ad m'Y~~~ '\,.
RJ: (HFlW m , M 0 llitiSI J f{ \
Name (Please type or print)
1ltE, tlNb t;7" 0N1fP!}J5)J/fR~,f~nd~/
Address I .
on) 530 - r;S?7
Te 1. No.
(KAH: rmf/AM3)
Capacity: Personal Representative
~counsel for personal
representative
,
,