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Home My WebLink About03-14-08 O O,,~....~M"L ' J:'J. '0,'" ,', w:t ;".' .d~;:d'tn In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-07-0009 SL\-ol \SL.lO . , Estate of Wilford D Ebersole, Deceased Late of Township of Hampden Township First and Final Account Donna J Deaven, Executrix Date of Death: Date of Incapacity, if any: Date of Executor's Appointment: Date of First Complete Advertisement: Accounting for the period: 12/22/2006 None 01/03/2007 01/13/2007 12/22/2006 to 12/01/2007 Purpose of Account: Donna J Deaven, Executrix, offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Diane G Radcliff, Esquire 3448 Trindle Road Camp Hill, PA 17011 o T- .. ::0 (717) 737-0100 Supreme Court I.D. No. 32112 " ~ --j -::J _:..... CA,) SUMMARY OF ACCOUNT Estate of Wilford D Ebersole, Deceased For the period of December 22. 2006 throuah December 1. 2007 Proposed Distributions to Beneficiaries PAGES 8 Current Value PRINCIPAL Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions 3 Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal, State & Local Taxes Commissions Fees Family Exemption Balance Before Distributions 4 3 3 15,556.58 9,735.92 1,016.09 0.00 1,000.00 4,980.85 0.00 3 3 Transfer to (from) Principal Distributions to Beneficiaries 5 6 Principal Balance on Hand For Information: Investments Made Changes in Holdings INCOME 7 Receipts This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements Balance Before Distributions Transfer to (from) Income Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND Signature Verification 9 10 - 2 - Fiduciary Acquisition Value 7,048.26 40,152.70 0.00 40,152.70 32,289.44 7,863.26 0.00 815.00 7,048.26 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 7,048.26 Assets Listed in Inventory (Valued as of Date of Death) SCHEDULE A RECEIPTS OF PRINCIPAL Cash Bank of America - Interest Refund Fairfield Resorts - Reimbursement of Special Assessment/Maintenance Fee by Donald Ebersole, Purchaser Fairfield Time Share - Refund of Maintenance Fee Internal Revenue Service - 2006 Income tax refund Mortgage Escrow Refund PA Central FCU - Close out account balance PA Central Federal Credit Union PA Department of Revenue - 2006 PA income tax refund PMI - Refund - Private Mortgage Insurance Prudential Financial - Life Insurance payable to Estate Prudential Financial - Life Insurance payable to Estate PSECU Refund - American Home Patient Reimbursement of household expenses - Expenses reimbursed by tenant remaining in residence UPMC Presbyterian Refund Total Cash Personal Propertv 1994 Chevrolet Cavalier 2000 Chevrolet 1500 Van Miscellaneous Personal Property Time Share - Fairfield Wiliams burg at Kingsgate (see attached valuation) - 3 - Fiduciary Acquisition Value 17.08 225.36 62.50 2.119.00 408.48 809.19 2.595.79 105.00 91.92 4.182.14 5.794.54 538.11 124.00 3.929.89 16.31 21.019.31 475.00 6.450.16 815.00 2.700.00 SCHEDULE A RECEIPTS OF PRINCIPAL Continued Total Personal Property Stocks I Listed Prudential Financial - Stock Sale proceeds Prudential Financial - 13 Shares Prudential stock redemption Total Stocks I Listed Real Estate Real Estate - 4717 -A Charles Road Mechanicsburg, PA 17050 (see settlement sheet attached) Total Real Estate Total Receipts 6.870.24 1.152.53 670.46 Total Receipts of Principal -4- Fiduciary Acquisition Value 10.440.16 8.022.77 670.46 40.152.70 40.152.70 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent 2000 Chevrolet Custom Van 03/29/2007 Payoff owed to M & T Bank 6.094.16 6.094.16 Accredo Health Group 01/01/2007 Last Illness expense 7.00 7.00 American Home Patient 09/12/2007 Last Illness Expense 2.180.00 2.180.00 Bank of America 05/10/2007 Credit Card 1.374.74 05/30/2007 Visa Interest 17.08 1.391.82 Boscovs 12/22/2006 Credit Card 136.34 136.34 Comcast 05/10/2007 Cable 242.99 242.99 Erie Insurance 07/17/2007 Auto Insurance (Jan - Apr) 162.00 -4- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 162.00 Fairfield Resorts 04/24/2007 Special Assessment/Monthly Maintenance 637.56 637.56 New Cumberland Federal Credit Union 05/10/2007 Visa 3.415.55 3,415.55 Pennsylvania American Water 05/10/2007 Final Water Bill 105.63 105.63 PP&L 05/10/2007 Electric 280.29 280.29 T -Mobile 05/10/2007 Cell Phone 104.23 104.23 Tire Plus 05/10/2007 Account No. 553036089 586.23 586.23 UPMC Presyterian Shadyside 05/10/2007 Last Illness Expense 16.31 16.31 - 5 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Verizon 05/10/2007 Final Telephone Bill WESTAB 04/11/2007 2006 Local Income Tax Total Debts of Decedent Funeral Expenses Parthemore Funeral Home & Cremation Services 01/19/2007 01/19/2007 Total Funeral Expenses Administration Expenses Chuck Bricker Auctioneer 03/05/2007 Personalty Appraisal Cumberland County Law Journal 01/03/2007 02/27/2007 Legal Advertisement Legal Advertisement - 6 - 194.47 2.00 1.650.26 8.085.66 100.00 60.00 15.00 194.47 2.00 15.556.58 9.735.92 9.735.92 100.00 75.00 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued David Frank 03/27/2007 Trash/Personal Property Removal 85.00 85.00 Forbes Chevrolet 02/26/2007 Van Repair 162.76 162.76 Reaister of Wills 01/03/2007 330.00 09/12/2007 Filing Fee Inheritance Tax Returnllnventory 30.00 360.00 The Sentinel 01/03/2007 Legal Advertisement 173.33 173.33 Vital Records 01/17/2007 60.00 60.00 Total Miscellaneous Administrative Expenses 1.016.09 Commissions Donna J Deaven 09/12/2007 1.000.00 Total Commissions 1.000.00 1.000.00 - 7 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Fees Diane G. Radcliff. Esquire 04/13/2007 09/21/2007 Attorneys Fees Attorneys Fees Reserve for additional attorney's fees Reserve for additional attorney's fees for First and Final Account and Final Distribution Documents Total Fees TOTAL DISBURSEMENTS OF PRINCIPAL - 8 - 3.626.85 754.00 600.00 4.380.85 600.00 4.980.85 32.289.44 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 09/21/2007 Miscellaneous personal property to Chad Ebersole, Donald Ebersole and Donna Deaven 815.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES - 5 - 815.00 815.00 PRINCIPAL BALANCE ON HAND Current Value Fiduciary 12/01/2007 Acquisition # Units Description or as Noted Value Cash Commerce Bank #537346470 7.048.26 7,048.26 Total Cash 7.048.26 7,048.26 Assets Miscellaneous Personal Property 0.00 815.00 Miscellaneous personal property to Chad Ebersole, 0.00 -815.00 Donald Ebersole and Donna Deaven Total Assets 0.00 0.00 7.048.26 7,048.26 - 6 - # Units Miscellaneous Personal Property 03/05/2007 SCHEDULE F CHANGES IN PRINCIPAL HOLDINGS inventoried 09/21/2007 Miscellaneous personal property to Chad Ebersole. Donald Ebersole and Donna Deaven distributed Total - 7 - Cost 815.00 815.00 -815.00 -815.00 0.00 PROPOSED DISTRIBUTIONS TO BENEFICIARIES TO: Donna J. Deaven Total - 8 - Current Value 12/01/2007 or as noted Fiduciary Acquisition Value 7.048.26 7.048.26 7.048.26 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-07-0009 Estate of Wilford D Ebersole, Deceased Signature ~" G'"ec.--v+v-\)<... Donna J Deaven, Executrix - 9 - , . In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-07-0009 Estate of Wilford D Ebersole, Deceased Verification Donna J Deaven, Executrix under the Last Will and Testament of Wilford D Ebersole, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to his/her knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the foregoing Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. n _ ~ "e_:; <€. c-vf-", \ 1. Donna J Deaven J Dated: J- -I g -Op, - 10- PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tammy Shoemaker, 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 attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s) January 13, 20, 27, 2007 COPY OF NOTICE OF PUBLICATION Donna Deaven 4714 A Charles Road Mechanicsburg, PA 17050 OR TO Affiant further deposes that he/ she 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 j;: 1jef( CZ1A~;1Y)l~;( ~NOTICE LETTERS TESTAMENTARY In the Estate of WILFORD D. EBERSOLE, late of Hampden Township, Cumberland County, Pennsylvania, (died on December 22, 2006) having been granted to Donna Deaven on January 3, 2007. All pers~ns ind~bted to the Estate are requested to make Immediate payment and those having claims against the Estate will present them for settlement without delay to: Diane G. Radcliff, Esquire 3448 Trlndle Road Camp Hili, PA 17011 (717) 737-0100 Sworn to and subscribed before me this 31st day of January, 2007. GA MiJJia:f{ ~ Notary Pu c My commission expires: q II hs COMMONWEALTH OF PENNSYLVANIA Notarial Seal Christina L. Wdfe, Notary Public Carlisle Boro, Cumberland County My Commission Expires Sepl1, 2008 Member, Pennsylvania Associatkln Of NC'taries 1 j PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEAL TH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, 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 the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, V1Z: January 19,26, and February 2, 2007 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. SWO 0 AND SUBSCRIBED before me this 2 day of February, 2007 Ebersole. Wilford D.. dec'd. Late of Hampden Township. Executrix: Donna Deaven. 4714A Charles Road. Mechanicsburg. PA 17050. Attomey: Diane G. Radcliff. Es- quire. 3448 Trindle Road. Camp Hill. PA 17011. (717) 737-0100. NOT AR!AL SEAL LOIS E. SNYDER, Notary Public Carlisle Bora, Cumberland County My Commission E)(pires March 5, 2009 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05) DATE 11-26-2007 ESTATE OF EBERSOLE WILFORD D DATE OF DEATH 12-22-2006 FILE NUMBER 21 07-0009 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 01-25-2008 ( See reverse side under Objections) Amount Remi t t ed I I 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 +-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF EBERSOLE WILFORD D FILE NO. 21 07-0009 ACN 101 DATE 11-26-2007 DIANE G RADCLIFF ESQ 3448 TRINDLE RD CAMP HILL PA 17011 TAX RETURN WAS: (X) ACCEPTED AS F I LED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) B. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. 13. 14. Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate Net Value of Estate SUbject to Tax NOTE: 17. Amount of Line 14 at Sibling rate lB. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS' CI) (2) (3) (4) (5) (6) (7) 670.46 8,022.77 .00 .00 20,966.08 .00 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (B) 29,659.31 (9) CI 0) 17,060.10 15.556.58 CIlJ CI2) CI3) (14) 3?6]6.68 2,957.37- . 00 2,957.37- CIS) CI6) CI 7) CIB) .00 X .00 X .00 X .00 X 00 045 = 12 15 .00 .00 .00 .00 .00 CI9)= PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-07-0009 Estate of Wilford D Ebersole, Deceased Late of Township of Hampden Township First and Final Account Donna J Deaven, Executrix Date of Death: Date of Incapacity, if any: Date of Executor's Appointment: Date of First Complete Advertisement: Accounting for the period: 12/22/2006 None 01/03/2007 01/13/2007 12/22/2006 to 12/01/2007 Purpose of Account: Donna J Deaven, Executrix, offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional infor'11~tion or questions or objections can be discussed with: >-' ~.~ , ,~'". Diane G Radcliff, Esquire 3448 Trindle Road Camp Hill, PA 17011 (717) 737-0100 Supreme Court I.D. No. 32112 C) SUMMARY OF ACCOUNT Estate of Wilford D Ebersole, Deceased For the period of December 22, 2006 throu~h December 1, 2007 Proposed Distributions to Beneficiaries PAGES 8 Current Value PRINCIPAL Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions 3 Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal, State & Local Taxes Commissions Fees Family Exemption Balance Before Distributions 4 3 3 15,556.58 9,735.92 1,016.09 0.00 1,000.00 4,980.85 0.00 3 3 Transfer to (from) Principal Distributions to Beneficiaries 5 6 Principal Balance on Hand For Information: Investments Made Changes in Holdings 7 INCOME Receipts This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements Balance Before Distributions Transfer to (from) Income Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND Signature Verification 9 10 - 2 - Fiduciary Acquisition Value 7,048.26 40,152.70 0.00 40,152.70 32,289.44 7,863.26 0.00 815.00 7,048.26 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 7,048.26 Assets Listed in Inventory (Valued as of Date of Death) SCHEDULE A RECEIPTS OF PRINCIPAL Cash Bank of America - Interest Refund Fairfield Resorts - Reimbursement of Special Assessment/Maintenance Fee by Donald Ebersole, Purchaser Fairfield Time Share - Refund of Maintenance Fee Internal Revenue Service - 2006 Income tax refund Mortgage Escrow Refund PA Central FCU - Close out account balance PA Central Federal Credit Union PA Department of Revenue - 2006 PA income tax refund PMI - Refund - Private Mortgage Insurance Prudential Financial - Life Insurance payable to Estate Prudential Financial - Life Insurance payable to Estate PSECU Refund - American Home Patient Reimbursement of household expenses - Expenses reimbursed by tenant remaining in residence UPMC Presbyterian Refund Total Cash Personal Property 1994 Chevrolet Cavalier 2000 Chevrolet 1500 Van Miscellaneous Personal Property Time Share - Fairfield Willamsburg at Kingsgate (see attached valuation) - 3 - Fiduciary Acquisition Value 17.08 225.36 62.50 2.119.00 408.48 809.19 2.595.79 105.00 91.92 4.182.14 5.794.54 538.11 124.00 3.929.89 16.31 21.019.31 475.00 6,450.16 815.00 2.700.00 SCHEDULE A RECEIPTS OF PRINCIPAL Continued Total Personal Property Stocks I Listed Prudential Financial - Stock Sale proceeds Prudential Financial - 13 Shares Prudential stock redemption Total Stocks I Listed Real Estate Real Estate - 4717-A Charles Road Mechanicsburg, PA 17050 (see settlement sheet attached) Total Real Estate Total Receipts 6.870.24 1.152.53 670.46 Total Receipts of Principal - 4 - Fiduciary Acquisition Value 10.440.16 8.022.77 670.46 40.152.70 40.152.70 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent 2000 Chevrolet Custom Van 03/29/2007 Payoff owed to M & T Bank 6.094.16 6.094.16 Accredo Health Group 01/01/2007 Last Illness expense 7.00 7.00 American Home Patient 09/12/2007 Last Illness Expense 2.180.00 2.180.00 Bank of America 05/10/2007 Credit Card 1.374.74 05/30/2007 Visa Interest 17.08 1.391.82 Boscovs 12/22/2006 Credit Card 136.34 136.34 Comcast 05/10/2007 Cable 242.99 242.99 Erie Insurance 07/17/2007 Auto Insurance (Jan - Apr) 162.00 - 4 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 162.00 Fairfield Resorts 0412412007 Special Assessment/Monthly Maintenance 637.56 637.56 New Cumberland Federal Credit Union 0511012007 Visa 3.415.55 3.415.55 Pennsvlvania American Water 0511012007 Final Water Bill 105.63 105.63 PP&L 0511012007 Electric 280.29 280.29 T-Mobile 0511012007 Cell Phone 104.23 104.23 Tire Plus 0511012007 Account No. 553036089 586.23 586.23 UPMC Presvterian Shadvside 0511012007 Last Illness Expense 16.31 16.31 - 5 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Verizon 05/10/2007 Final Telephone Bill WESTAB 04/11/2007 2006 Local Income Tax Total Debts of Decedent Funeral Expenses Parthemore Funeral Home & Cremation Services 01/19/2007 01/19/2007 Total Funeral Expenses Administration Expenses Chuck Bricker Auctioneer 03/05/2007 Personalty Appraisal Cumberland County Law Journal 01/03/2007 02/27/2007 Legal Advertisement Legal Advertisement - 6 - 194.47 2.00 1.650.26 8.085.66 100.00 60.00 15.00 194.47 2.00 15.556.58 9.735.92 9.735.92 100.00 75.00 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued David Frank 03/27/2007 Trash/Personal Property Removal 85.00 85.00 Forbes Chevrolet 02/26/2007 Van Repair 162.76 162.76 Re!:Jister of Wills 01/03/2007 330.00 09/12/2007 Filing Fee Inheritance Tax Returnllnventory 30.00 360.00 The Sentinel 01/03/2007 Legal Advertisement 173.33 173.33 Vital Records 01/17/2007 60.00 60.00 Total Miscellaneous Administrative Expenses 1,016.09 Commissions Donna J Deaven 09/12/2007 1.000.00 Total Commissions 1,000.00 1,000.00 - 7 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Fees Diane G. Radcliff, Esquire 04/13/2007 09/21/2007 Attorneys Fees Attorneys Fees Reserve for additional attorney's fees Reserve for additional attorney's fees for First and Final Account and Final Distribution Documents Total Fees TOTAL DISBURSEMENTS OF PRINCIPAL - 8 - 3.626.85 754.00 600.00 4.380.85 600.00 4.980.85 32.289.44 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 09/21/2007 Miscellaneous personal property to Chad Ebersole, Donald Ebersole and Donna Deaven 815.00 815.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES 815.00 - 5 - PRINCIPAL BALANCE ON HAND Current Value Fiduciary 12/01/2007 Acquisition # Units Description or as Noted Value Cash Commerce Bank #537346470 7.048.26 7.048.26 Total Cash 7.048.26 7.048.26 Assets Miscellaneous Personal Property 0.00 815.00 Miscellaneous personal property to Chad Ebersole, 0.00 -815.00 Donald Ebersole and Donna Deaven Total Assets 0.00 0.00 7.048.26 7.048.26 - 6 - # Units Miscellaneous Personal Property 03/05/2007 SCHEDULE F CHANGES IN PRINCIPAL HOLDINGS inventoried 09/21/2007 Miscellaneous personal property to Chad Ebersole. Donald Ebersole and Donna Deaven distributed Total - 7 - Cost 815.00 815.00 -815.00 -815.00 0.00 PROPOSED DISTRIBUTIONS TO BENEFICIARIES TO: Donna J. Deaven Total - 8 - Current Value 12/01/2007 or as noted Fiduciary Acquisition Value 7.048.26 7.048.26 7.048.26 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-07-0009 -- Estate of Wilford D Ebersole, Deceased Signature ~---. &f-el,;v,iV'\)(... Donna J Deaven, Executrix - 9 - In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-07-0009 Estate of Wilford D Ebersole, Deceased Verification Donna J Deaven, Executrix under the Last Will and Testament of Wilford D Ebersole, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to his/her knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the foregoing Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. 0----..... Donna J Deaven / 'c...1- ~ (.. v4v \ " Dated: J- -( g .'Ut) - 10 - PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tammy Shoemaker, 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 attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s) January 13, 20, 27, 2007 COPY OF NOTICE OF PUBLICATION Affiant further deposes that he/ she 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 j;;1jef(6U~&;C ESTATE NOTICE LETTERS TESTAMENTARY in the Estate of WILFORD D. EBERSOLE, late of Hampden Township, Cumberland County, Pennsylvania, (died on December 22, 2006) having been granted to Donna Deaven on January 3, 2007. All persons indebted to the Estate are requested to make Immediate payment and those having claims against the Estate will present them for settlement without delay to: Donna Deaven 4714 A Charles Road Mechanicsburg, PA 17050 ORTO Diane G. Radcliff, Esquire 3448 Trindle Road Camp Hill, PA 17011 (717) 737-0100 Sworn to and subscribed before me this 31st day of January, 2007. C~ WYtutrl LX (;/ll/- Notary Pu c My commission expires: q If hg COMMONWEALTH OF PENNSYLVANIA, Notarial Sea! ! Christina L Wolfe, Notary Public Carlisle BOlO, Cumberland County My Commission Expires Se~t 1, 2008 J Member, Penns\llvani~ A~~,0ci0ti~0 Of ~{~t8rie~ PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, 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 the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, V1Z: January 19,26, and February 2, 2007 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. c....~"'.<--.. I Lisa // SWORN TO AND SUBSCRIBED before me this 2 day of February, 2007 Ebersole. Wilford D.. dec'd. Late of Hampden Township. Executrix: Donna Demren. 47l4A Charles Road. Mechanicsburg. PA 17050. Attornev: Diane G. Radcliff. Es- quire. 3448 Trindle Road. Camp Hill. PA 17011. (717) 737-0100. e~'\f.j;;l"""':101(oI~'f,l{;..::'2l<i:Na.ta1"~r.r,*,'&,..;'::'->" I If 1\i'(Y' ('.'-' (,! :EJ.lL I ." l.. , .....J ~ Lore.: E. Notaly P'lb!iC--' ~ (umbp[:~li:d County I t r 1 . P':, {Ja"'~~h eJI -:~( J~ I '~~"-'~'i'~'<l",,~Y;;~j'~";"!(..."Q_1:t' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 1712B-0601 REV-1547 EX AFP (06-05) DATE 11-26-2007 ESTATE OF EBERSOLE WILFORD D DATE OF DEATH 12-22-2006 FILE NUMBER 21 07-0009 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 01-25-2008 ( See reverse side under Objections) Am 0 u n t Rem i t t e d I I 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 +-- ------------------------------------------------------------------------~------------------ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF EBERSOLE WILFORD D FILE NO. 21 07-0009 ACN 101 DATE 11-26-2007 DIANE G RADCLIFF ESQ 3448 TRINDLE RD CAMP HILL PA 17011 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. CloselY Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11 . 12. 13. 14. Total Deductions Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS' (ll (2) (3) (4) (5) (6) (7) 670.46 8,022.77 .00 .00 20,966.08 .00 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 29,659.31 (8) 17,060.10 (9) (10) 15,556.58 Oll (2) 3;:>.616 68 2,957.37- .00 2,957.37- (3) (4) 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 .00 .00 X 045 = .00 .00 X 12 .00 .00 X 15 .00 (19)= .00 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (- ) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE