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HomeMy WebLinkAbout03-0832STATUS REPORT UNDER RULE 6.12 Name of Decedent: Sylvester g. gppley Date of Death: October 5, 2003 21-03-832 Will No.- 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 of the above-captioned estate: l. 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: 3. If the answer to No. i is Yes, state the following: Did the personal representative file a final account with the Court? Yes _x 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 [--1 No 1--] Date: c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Signature Keith O. Brenneman Nafne 44 West Main Street Mechanicsburg, PA 17055 Address 717-697-8528 Telephone No. Capacity: [-] PersonalRepresentative [~1 Counsel for personal representative PETITION FOR PROBATE and Estate of Sylvester E. Eppley No. also known as To: GRANT OF LETTERS Social Security No. 188-09-91~1feceased' The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or in the last will of the above decedent, dated August 15 _. 200.3 and codicil(s) dated N/A Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h xs last family or principal residence at 59 Beaqle Club Road, Middlesex Township, Carlisle. Pennsylvan~ a (list street, number and muncipality) Decendent. theh 89 years of age, died October 5, 2003 ,~1~ , at Carlisle ~ Pennsylvania 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: ~/A .. Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ unknown (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ unknown situated as follows: 59 Beagle Club Road, Carlisle WHEREFORE, petitioner(s) respectfully rf. xlues, t(s) the. probate of the last will and codicil(s) presented herewith and the grant of letters '£estamennary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) RODerE E~l~y, Jr. 63 Beagl~ Club Road Carlisle, PA 17013 OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLANDy ss Thc petitioner(s) above-named swear(s) or affirm(s) that thc statements in the foregoing petition arc truc and correct to thc best of thc knowledge and belief of petitioner(s) and that as personal rcpresen- tative(s) of the above decedent .etitioner(s)will we. ll.axmMrulv ad~minister~-l-aW. Sworn to or aff~.e~ and subscribed ~-' /~~~'/~'"'~' m ' tn R6bert before e this ..... day of [ % October~ 2003 ~ , :S9~ ] ' Estate Of Sylvester E. Eppley , Deceased DECREE OF PROBATE AND GRANT OF LETTERS 0 ~T. ~ ,~ 2003 AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated August 15, 2003 described therein be admitted to probate and filed of record as the last will of Sylvester E. Eppley and Letters Testamentary Robert Eppley, Jr. are hereby granted to , in consideration of the petition on FEES Probate, Letters, Etc .......... Short Certificates( )~... ....... TOTAL i,¢d .... .................. ATTORNEY (Sup. Ct. I.D. No.) Keith O. Brenneman 44 W, Main Street. Mechanicsburg, PA ADDRESS 17055 717--697--8528 PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9610192 No. Local Registrar OCT" 8 2003 Date #T and Laborer 59 Bea~le. Club Rd. Carlisle, Pa 17013 Frank gppleY' Carlisle COUMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH · VITAL RECORDS · CERTIFICATEOF DEATH ,.Male Carlisle, PA ,~ [] Sarah Todd. Memorial Home 'Electric 0 Oct. 9, 2003' PA 17013 Hoffman-Roth Funeral Home ~ JE '1~) (tlr ~ A CC~60U[NCE OF}: LAST WILL AND TESTAMENT OF SYLVESTER E. EPPLEY I, SYLVESTER E. EPPLEY, of Middlesex Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all wills by me at any time heretofore made. 1. I direct that all my debts and funeral expenses be paid as soon as praCtical after my death by my Executor or Executrix, whichever the case may be, hereinafter named. I direct that all taxes that may be assessed as a consequence of my death shall be paid my residuary estate as part of the expenses of the administration of my estate. 2. I give and bequeath to the individuals identified below the following items of personal property: A. I give my grandfather's clock to ROBERT EPPLEY, JR.; and B. I give my eight-day mantel clock to SHARON SMITH. 3. I order and direct that my Executor or Executrix, whichever the case may be, sell at either public or private sale or sales, whichever shall be the most advantageous to my Estate, as my Executor or Executrix in his or her sole discretion shall decide, any and all real property, personal property, mixed property and all other possessions I have at the time of my death, (excluding the items given in Paragraph 2, above) so that same may be converted into cash. 4. I give and bequeath to the to the OTTERBEIN UNITED METHODIST CHURCH of Duncannon, Pennsylvania, the sum of $500.00. 5. I give and bequeath to SAINT MATTHEW'S UNITED CHURCH OF CHRIST of Carlisle, Pennsylvania, the sum of $500.00. LAW OFFICES SNELBAKER, BrENNEMaN & SPare 6. I give to my son, FRANK EPPLEY the sum of One Dollar ($1.00). As for my son, JAMES EPPLEY, I have provided for JAMES EPPLEY during my lifetime by giving to him approximately forty acres of land in Dauphin County, Pennsylvania. 7. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, in equal shares to my sisters, EMMALINE BRENNEMAN and VIRGINIA BUCHTER, my nephews, LEROY BRENNEMAN, BRYAN BUCHTER, ROBERT EPPLEY, JR., MICHAEL EPPLEY, MARLIN EPPLEY and HARRY THOMAN, and my nieces, BETTY RUTTER, SANDY PRICE, VICKIE BABNER, BRENDA ULRICH, CHERYL SCHLUSSER and LINDA LYSLE. If any of the beneficiaries named under this my Last Will and Testament should predecease me, I direct that the property and/or share such deceased beneficiary would have received hereunder be distributed among the surviving beneficiaries identified in Paragraph 7 of this my Last Will and Testament. 8. I hereby nominate, constitute and appoint my nephew, ROBERT EPPLEY, JR. as Executor of this my Last Will and Testament but should he predecease me or fail to qualify, then in such event, I nominate, constitute and appoint VIRGINIA BUCHTER, as Executrix of this my Last Will and Testament. I further direct that no person serving as Executor or Executrix shall be required to post bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last W/II and Testament written on two (2) pages this 15th day of August, 2003. ~//.'~,~v'ester E. Ep~ LAW OFFICES SNELBAKEr. BrEnNEMaN & SPARE Signed, sealed, published and declared by SYLVESTER E. EPPLEY, the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. (SEAL) -2- (SEAL) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND ) SS. We, SYLVESTER E. EPPLEY, KEITH O. BRENNEMAN, ESQUIRE and JANE J. COONEY, the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of his or her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Witness LAW OFFICES SNELBaKER. BrENNEMan & SPARE Subscribed, sworn to and acknowledged before me by SYLVESTER E. EPPLEY, Testator, and subscribed and sworn to before me by KEITH O. BRENNEMAN, ESQUIRE and JANE J. COONEY, witnesses, this 15th day of August, 2003. ~ Expires No~. 24, 2003 ~ SYLVESTER E. EPPLEY · ~NELBAKER., BR.ENNEM,~N ~ SPAR. F A P~.OFE5510~qAL COKPOI~%.TIO]q ATTORNEYS AT LA%Y,' ~4 X~r-ST ~ STR.~T MECHANICSBUR.G, PENNSYLVANIA 17055 P. O. BOX 318 LAW OFFICES SNELBAKER. BRENNEMAN & SPare CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Sylvester E. Eppley Date of Death: October 5, 2003 . - ~: Will No. 21-03-0832 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned Estate on October 23, 2003: Name Emmaline C. Brenneman Sandy Price Virginia Buchter Bryan Buchter Cheryl Schlusser Brenda Ulrich Linda Lysle Michael Eppley Marlin Eppley Sharon Smith Address 300 Corman Road Carlisle, PA 17013 1450 Newville Road Carlisle, PA 17013 241 Crains Gap Road Carlisle, PA 17013 241 Crains Gap Road Carlisle, PA 17013 1070 Longs Gap Road Carlisle, PA 17013 3107 Westerly Drive Camp Hill, PA 17011 185 N. Middlesex Road Carlisle, PA 17013 153 N. Middlesex Road Carlisle, PA 17013 415 N. Bedford Street Carlisle, PA 17013 304 Sandbank Road Carlisle, PA 17013 LAW OFFICES SNELBAKER. BRENNEMAN & SPare N~me Otterbein United Methodist Church Saint Matthew's United Church of Christ Frank Eppley James A. Eppley Betty Rutter Leroy Brenneman Harry Thoman Vickie Babner Robert M. Eppley, Jr. Address 301 N. High Street Duncannon, PA 17020 3240 Spring Road Carlisle, PA 17013 800 N. Lincoln Street Duncannon, PA 17020 63 Lehman Road Halifax, PA 17032 501 Wagner Drive Carlisle, PA 17013 430 Crains Gap Road Carlisle, PA 17013 524 Bernheisel Road Carlisle, PA 17013 311 Cornman Road Carlisle, PA 17013 63 Beagle Club Road Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None. Date: October 23, 2003 Keith O. Brenneman, Esquire Snelbaker, Brenneman & Spare, P. C. 44 W. Main Street Mechanicsburg, PA 17055 (717) 697-8528 Counsel for Personal Representative -2- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF iNDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003387 BRENNEMAN KEITH O 44 W MAIN STREET MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 188-09-9811 FILE NUMBER: 2103-0832 DECEDENT NAME: EPPLEY SYLVESTER E DATE OF PAYMENT: 12/30/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/05/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $50,300.00 TOTAL AMOUNT PAID: $50,300.00 REMARKS: ROBERT M EPPLY JR EXEC. C/O KEITH O BRENNEMAN ESQ. SEAL CHECK#105 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS  COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT, 280601 HARRISBURG, PA 17128-0601 I- Z I.U LU ILl REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) P..oo]~v. R.v]v~f_~r P.._ DATE OF DF_.A~TH~(MM-D~-Y'EAR) I DATE OF BIRTH (MM-DO-YEAR) I n-n,~-)nn~ I!0-25-1913 (~F APPUC~LE) SUR~WNG SPOUSE'S NAME (LAST, F~RST. KD M~DDLE ~N~T~) N/A ['~2. Supplemental Return [~4a. Future Interest Compromise Cat~ of death a'~er 12.12..82) r--] 7. Decedent Maintained a Living Trust (Atta~ copy ---]10. Spousal Poverty Credit (dat~ of Uea~, be~*~en 12-31-91 and 1-1-95) FILE NUMBER 2 1 -0 3 0--[--8 3__2__ COUNTY CO~ YEaR NUMBER 16. 17. 18. 19. Total Gross Assets (total Lines 1-7) Funeral Expenses & Administrative Costs (Schedule H) (9) Debts of Oecedenf, Mortgage Liabilities, & Liens (Schedule I) (10) Total Deductions (total Lines 9 & 10) Net Value of Estate (Line 8 minus Line 11) Charitable and Governmental Bequests/Sec 9113 Trusts for which an etaction to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) 20,860.82 1,442.89 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Amount of Line 14 taxable at Itm spousal tax 0 rate, or ffansfere under Sec. 9116 (a)(1.2) 1.00 Amount of Line 14 taxable at lineal rate 64,043.40 Amount of Line 14 taxable at sibling rate x .12 (17) 7,685.21 299,358 17 44 903 73 Amount of Line 14 taxable at collateral rate ' x .15 (18) ~ - Tax Due (19) 52,588.94 45 10. 11. 12. 13. 14. (8) 386,706.28 (11) 22,303.71 (12) 364,402.57 (13) 1,000.00 363,402.57 (14) (15) (16) -ID ;:::ID COMPLETE MNLING ADDRESS 44 W. Main,Street Mechanicsburg, PA 17055 NAME Keith O. Brenneman, E~quire RRM NAME (If App!icable) Snelbaker, Brenneman & Spare, P. C. TELEPHONE NUMBER I 717-697-8528 1. Real Estate(ScheduleA) (1) 126, O00 O0 2. Stocks and Bonds (Schedule B) (2) 2 0 3,7 6 3.5 2 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 26, O 22.80 .... (S~edule E) 6. Jointly Owned Property (Schedule F) (6) 30,919.96 [~ Separate Billing Requested --O-- 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) [~]3. Remainder Return (aate of death pria't~ 12-13-82) ---]5. Federal Estate Tax Return Required O 8. Total Number of Safe Deposit Boxes ~111. Election to tax under Sec. 9113(A) (Attach Sch O) [~.. Original Return ~]4. Limited Estate ]6. Decedent Died Testate (Attach copy of Will) [~9. LiUgation Proceeds Received SOCIAL SECURITY NUMBER SOCIAL SECURITY NUMBER 188 09 9811 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS De~:edent's Complete Address: STREET ADDRESS Club Road 59 Beagle Carlisle ISTATE PA Izl[7013 Tax Payments and Credits: 1, Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pnor Payments C. Discount 50,300.00 2,515.00 Interest/Penalty if applicable D. Interest E. Penalty (1) Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 52,588.94 52,815.00 226.06 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) IF THE ANSWER B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] [] b. retain the dght to designate who shall use the property transferred or its income; ............................................ [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] [] If death occurred after December 12, 1982, did decedent transfer property within one year of death - without receiving adequate consideration? .............................................................................................................. [] [] Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] [] Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penallies of p~u~, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is tr~e, correct and complete. Declare_on of preparer other than the persanaJ representalive is based on all information of which prepare' has any knowledge. ~9fG'~.~~~R~ LE FOR FILING RE TU RN DATE 63 Beagle Club Road, Carlisle, PA 17013 , Executor SIGNALER THAN REPRESENTATIVE ADDRESS 44 W. Main Street, Mechanicsburq, PA 17055 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemot a Irensfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The lax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for/he use of a natural parent, an ado~twe parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decadent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a!(1)]. The tax rate imposed on the net value of transfers to or for the use of the decadent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102. as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (6-98/~ SCHEDULE A O0 ON E^,T. REAL ESTATE ,NHER,' ^NOE TM RESIDENT DECEDENT ESTATE OF FILE NUMBER Sylvester E. F, ppley 21-03-00832 All real properb/owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Ail those tracts of land improved with a residential dwelling known as 59 Beagle Club Road, located in Middlesex Township, Cumberland County, Pennsylvania, sale price November 15, 2003: $126,000.00 TOTAL (Also enter on line 1, Recapitulation) $12 6,0 0 0.0 0 (If more space is needed, insert additional sheets of the same size) REV-1503 EX+ (6-98~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sylvester E. SCHEDULE B STOCKS & BONDS FILE NUMBER Eppley 21-03-00832 Ail property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1, Orrst0wn Bank, brokerage account No. 4N2 282487 AllianceBerstein, brokerage account No. 2670021023 Wachovia Securities, brokerage account No. 3027-0878: a. Nuveen PA Municipal Fund: $ 4,809.60 b. Nuveen Unit Trust PA: 59,648.75 $81,490.00 57,815.17 64,458.35 TOTAL (Also enter on line 2, Recapitulation) $ 203,763.52 (If more space is needed, insert additional sheets of the same size) REV~1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sylvester E. Eppley SCHEDULE E ' CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-03-00832 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 2. 3. 4. 5. 6. 7. 8. 9. DESCRIPTION M&T Bank checking account No. 9832878301 Orrstown Bank checking account No. 106002450 PNC Bank checking account No. 5140329126 Wachovia securities money market account Waypoint Bank checking account No. 100390723 Miscellaneous personal property and furnishings (including motor vehicle) Grandfather clock and mantel clock United Brotherhood of Carpenter's funeral benefit Blue Cross refund TOTAL (Also enter on line 5, Recapitulation) $ VALUE AT DATE OF DEATH $. 633.56 1,782.38 2,233.11 24.32 1,660.19 16,793.50 1,600.00 1,000.00 295.74 26,022.80 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (6-98~ .~, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sylvester E. Eppley SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-03-00832 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Robert M.i Eppley, Jr. Nephew 8. Emmaline C. Brenneman 63 Beagle Club Road Carlisle, PA 17013 300 Cornman Road Carlisle, PA 17013 Sister JOINTLY-OWNED PROPERTY LETI'ER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF RNANCIAL INSTR'UTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. A'rFACH DEED FOR JOIN%Y. HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. ~merican Funds, Bond Fund $28,291.01 50% $14,145. .~merica-A, account No. 6882- 1882-19; 2,287.066 shares 2 B. ~merican Funds, Bond Fund $33,548.89 50% 16,774. .%merica-A, account No. 6865- _ 7788-43; 2,165.842 shares (limit(d term) ~ TOTAL (Also enter on line 6, Recapitulation) $ 30,919.96 (If more space is needed, insed additional sheets of the same size) REV- 1510 EX+ (6.-98~ -.~j;~' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sylvester E. Eppley SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-03-00832 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of/he REV-1500 COVER SHEET is /es. DESCRIPTION OF PROPERTY ITEM INCLUDE'I3'~ENAMEOFTHETRANSFEREE,'~EIRRELATIONSHIPTODECEDENTAND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBEF THE DATE O~ TRANSFER A3TACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST {IF APPLICABLEI VALUE 1. Life insurance benefit from United Brotherhood of Carpenters and Joiners $4,000 100% 4,000 -0- of America, payable at death of Decedent to Emmaline C. Brenneman, sister of Decedent TOTAL (Also enter on line 7 Recapitulation) $ -- O-- (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) _ I . COMMONWEALTH OF PENNSYLVANIA ~ UNERAL EXPENSES & I INHERITANCE TAX RETURN J ADMINISTRATIVE COSTS I ESTATE OF Sylvester E. Eppley FILE NUMBER 21-03-00832 ITEM Deb~ of decedent must be reposed on Schedule DESCRIPTION FUNERAL EXPENSES: ~offman Roth Funeral Bome 2. Westminster Cemetery ADMINISTRATIVE COSTS: Pemonal Representative's Commissions Name of Pemonal Representative(s) Robert M. P..ppley · Jr. Social Security Number(s)/EIN Number of Personal Represantative(s) StreetAddress 63 Beagle Club Road city CarliSle State PA Zip 17013 Year(s) Commission Paid: 2004 AttomeyFees to Snelbaker, Brenneman & Spare· P. C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _ Zip., Relationship of Claimant ~ Decedent 4. Pm~teFees to Register of Wills 5. A~0untanrsFees, filing fees and reserve 6. xx~x~Cumberland Law Journal - advertise letters " 7. Patriot News - advertise letters 8. Commission and cost to Auctioneer fOr sale of personal property/real estate 9. Realty transfer tax TOTAL (Also enter on line 9, Recapitulation) AMOUNT $4,099.30 3,405.00 3·000.00 4;500.00 64.00 500.00 75.00 205.69 3,751.83 1·260.00 $ 20·860.82 (If more space Js needed, inse~ &ddi~Jonal sheets of the same size) REV-1512 EX* {12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sylvester E. Eppley SCHEDULE I DEBTS OF DECEDENT, MORTGAGE UABILITIES, & LIENS FILE NUMBER 21-03-00832 ITEM NUMBER 2. 3. 4. Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. DESCRIPTION Sarah Todd Nursing Home - balance due on account Sprint - payment on account of telephone service PP&L - payment on account of electric service Dr. Falvo - payment on account of professional services TOTAL (Also enter on line 10, Recapitulation) $ VALUE AT DATE OF DEATH $1,368.00 23.04 23.45 28.40 1~442.89 (If mom s~ is needed, insed additio~l sh~ of the ~me size) REV-1513 EX+ {9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sylvester E. Eppley SCHEDULE J BENEFICIARIES FILE NUMBER 21-03-00832 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE ! o !! TAXABLE DISTRIBUTIONS [include outright spousal distributions, and ~ns~ under Sec. 9116(a)(1.2)] Emmaline C. Brenneman 300 Corman Road Carlisle, PA 17013 Sandy Price 1450 Newville Road Carlisle, PA 17013 Virginia Buchter 241 Crains Gap Road Carlisle, Pa 17013 Bryan Buchter 241 Crains Gap Road Carlisle, Pa 17013 Cheryl Schlusser 1070 Longs Gap Road Carlisle, PA 17013 (Continued) Sister NieCe Sister Nephew Niece 1/2 joint account and 1/14 of residue 1/14 of residue 1/14 of residue 1/14 of residue 1/14 of residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPt~IATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CH~IT~LEAND GOVERNMENT~ DISTRIBUTIONS 1. Otterbein United Methodist Church 301 N. High Street Duncannon, PA 17020 e Saint Matthews United Church~of Christ 3240 Spring Road Carlisle, PA 17013 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $500.00 $500.00 $ 1,000.00 SCHEDULE J BENEFICIARIES (Continued) Estate of Sylvester E. Eppley File No. 21-03-00832 Number 10. 11. 12. 13. Name and Address of Person Receiving Property Brenda Ulrich 3107 Westerly Drive Camp Hill, PA 17011 Linda Lysle 185 N. Middlesex Road Carlisle, PA 17013 Michael Eppley 153 N. Middlesex Road Carlisle, PA 17013 Marlin EpPley 415 N. Bedford Street Carlisle, PA 17013 Sharon Smith 304 Sandbank Road Mount Holly Springs, PA 17065 Frank Eppley 800 N. Lincoln Street Duncannon, PA 17020 James A. Eppley 63 Lehman Road Halifax, PA 17032 Betty Rutter 501 Wagner Drive Carlisle, PA 17013 Relationship to Decedent Niece Niece Nephew Nephew Niece Son "Son Niece Amount or Share of Estate 1 / 14 of residue 1/14 of residue 1 / 14 of residue 1/14 of residue clock and 1/14 of residue $1.00 -0- 1/14 of residue 14. 15. 16. 17. Leroy Brenneman 430 Crains Gap Road Carlisle, PA 17013 Harry Thoman 524 Bernheisel Road Carlisle, PA 17013 Vickie Babner 311 Cornman Road Carlisle, PA 17013 Robert M. Eppley, Jr. 63 Beagle Club Road Carlisle, PA 17013 SCHEDULE J BENEFICIARIES (Continued) Nephew Nephew Niece Nephew 1 / 14 o f residue 1/14/of residue 1/14 of residue 1/2 of joint account, clock and 1/14 of residue LAW OFFICES SNE BRENNE:MAN ~ SPARE LAST WILL AND TESTAIVlENT OF SYLVESTER E. EPPLEY I, SYLVESTER E. EPPLEY, of Middlesex Township, Cumberland Cotlnty, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all wills by me at any time heretofore made. 1. I direct that all my debts and fi~neral expenses be paid as soon as practical after my death by my Executor or Executrix, whichever the case may be, hereinafter named. I direct that all taxes that may be assessed as a consequence of my death shall be paid my residuary estate as part of the expenses of the administration of my estate. 2. I give and bequeath to the individuals identified below the following items of personal property: A. I give my grandfather's clock to ROBERT EPPLEY, JR.; and B. I give my eight-day mantel clock to SHARON SMlTH. 3. I order and direct that my Executor or Executrix, whichever the case may be, sell at either public or private sale or sales, whichever shall be the most advantageous to my Estate, as my Executor or Executrix in his or her sole discretion shall decide, any and all real property, personal property, mixed property and all other possessions I have at the time of my death, (excluding the items given in Paragraph 2, above) so that same may be converted into cash. · 4. I give and bequeath to the to the OTTERBEIN UNITED METIIODIST CHURCH of Duncannon, Pennsylvania, the sum of $500.00. 5. I give and bequeath to SAINT MATTHEW'S UNITED CIIURCH OF CHRIST of Carlisle, Pennsylvania, the sum of $500.00. 6. I give to my son, FRANK EPPLEY the sum of One Dollar ($1.00). As for my son, JAMES EPPLEY, I have provided for JAMES EPPLEY during my lifetime by giving to him approximately forty acres of land in Dauphin County, l'ennsylvania. 7. I give, devise and bequeath all the rest, residue and remainder of my estate, real, LAW OFFICES SNELBAKER. BRENNEMAN personal and mixed, and wheresoever the same may be situate, in equal shares to my sisters, EMMALINE BRENNEMAN and VIRGINIA BUCHTER, my nephews, LEROY BRENNEMAN, BRYAN BUCHTER, ROBERT EPPLEY, JR., MICHAEL EPPLEY, MARLIN EPPLEY and HARRY THOMAN, and my nieces, BETTY RUTTER, SANDY PRICE, VICKIE BABNER, BRENDA ULRICH, CHERYL SCItLUSSER and LINDA LYSLE. If any of the beneficiaries named under this my Last Will and Testament should predecease me, I direct that the property and/or share such deceased beneficiary would have received hereunder be distributed among the surviving beneficiaries identified in Paragraph 7 of this my Last Will and Testament. 8. I hereby nominate, constitute and appoint my nephew, ROBERT EPPLEY, JR. as Executor of this my Last Will and Testament but should he predecease me or fail to qualify, then in such event, I nominate, constitute and appoint VIRGINIA BUCIITER, as Executrix of this my Last Will and Testament. I further direct that no person serving as Executor or Executrix shall be required to post bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS'WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on two (2) pages this 15th day of August, 2003. 1~-,A~P ~~EAL) v~ester E.~Ep~ Signed, sealed, published and declared by S.YLVESTER E. EPPLEY, the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. (SEAL) -2- (SEAL) LAW OFFICES 5NELBAKER. BRENNEMAN ~ SPARE COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND ) We, SYLVESTER E. EPPLEY, KEITH O. BRENNEMAN, ESQUIRE anti JANE J. COONEY, the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly, and that he executed it as his free and vohmtary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of his or her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or nndue influence. Witness Subscribed, sworn to and acknowledged before me by SYLVESTER E. EPPLEY, Testator, and subsc,ribed and sworn to before me by KEITH O. BRENNEMAN, ESQUlRE and JANE J. COONEY, witnesses, this 15th day of August, 2003. Nolary P t}~[i ~'~ COMMONWEALTH OF PENNSYLVANIA '~. ss: COUNTY OF CUMBERLAND .~ Robert Eppley. Jr_ being duly sworn-' according fo law, deposes and says that he is the Executor of the Estate of Sylvester E, Eppley late of --Middles-e-x---T-°--w--n-s--h-ip ., Cumberland County, Pa., deceased and that the within is an inventory made by Robert_==__~ ~ .... ] ~", v-~r'*. , the said Executor of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the'Commonwealth of Pennsylvania, and that the figures opposlfe each item of the Inventory represent it's fair value as of the date of decedent's'deafh. Sworn to this/~day of and subscribed before me, COMMONWEALTH OF PENNSYLVANIA ~ Seal Susan L Malmzi, Nola~ Public My~ ~ Nov. 24, 20OZ Dale of 1:)~4~r, Pennsylvania Association Of Notaries Carlisle, PA 17013 Address October 2003 Day Month Year INSTRUCTIONS t. An inventory must be filed wlfhln three months after appoinfment of personal represenfaflve. 2~ A supplemen} inventory must be filed within thirty days of discovery of additional assets. 3. Additional s.%oets may be attached as fo personalty or realty 4. See '~'rt~cle IV, F;duclaries Act of 1949. , 0 0 BUREAU OF TNDZVZDUAL TAXES TNHERZTANCE TAX D/VTSXOH DEPT. 280601 HARRXSBURG, PA 17128-0601 KE[TH 0 BRENNEMAN ES~ SNELBAKER ETAL qq W MAIN ST MECHANICSBURG PA 17055 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-Z54? EX AFP (gl-OS) '04 jui',J-7 DATE 06-08-200q ESTATE OF EPPLEY DATE OF DEATH 10-05-2005 FILE NUMBER 21 05-0852 ~CC~N.T~ CUMBERLAND '~-) 101 Aaoun~ ReaLiZed SYLVESTER E MAKE CHECK PAYABLE AND REM/T PAYMENT TO: REGISTER OF WTLLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 17015 CUT ALONG THIS LINE ~.~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF /NHER/TANCE TAX APPRAISEMENT, ALLOWANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF EPPLEY SYLVESTER E FILE NO. 21 03-0832 ACN 101 DATE 06-08-200q TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATZON CONCERNING FUTURE /NTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: OR/G/NAL RETURN 1. Reel Estate (Schedule A) (1} 2. Stocks and Bonds (Schedule B) $. Closely Hold Stock/Partnership Interest (Schedule C) iS) q. Mortgages/Notes RocaAveblo (Schedule D) (q) 5. Cash/Bank DaposAts/MAsc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Exponsos/Adm. Costs/MAsc. Expanses (Schedule H) (9) 10. Debts/Mortgage LiabilitAas/LAans (Schedule I) (10) 11. Total DaductAons 12. Nat Value of Tax Return 126/000.00 205/765.52 .00 .00 26~02Z.80 50/919.96 .00 (8) 20,860.82 laqqZ.89 (11) (12) 13. lq. NOTE: ASSESSMENT OF TAX: 15. Amount of Line lq at SpousaX rata 16. Amount of LAne lq taxable at LAnaaX/CXass A rata 17. Aeount of Line lq at SAblAng rate 18. Aeount of LAne lq taxable at Collateral/Class B ra~e 19. PrAncApel Tax Due TAX CREDITS: PAYMENT RECEIPT D/SCOUNT (+) DATE HUMBER INTEREST/PEN PAID (-) 12-50-2005 CD005587 2,629.q5 Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) Net Velum of Estate Subject to Tax (lq) Zf an assesseent was issued previously, 11nes lq, 15 and/or 16, 17, reflect fLgures that include the total of ALL returns assessed to date. NOTE: To insure proper credit to your account, subaAt the upper portAon of thAs form with your tax payment. 586,706.28 IF PAID AFTER DATE INDICATED~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~2.303.71 $6q,q02.57 1,000.00 365,q02.57 18 and 19 will (15) .00 X O0 = .00 (16) 1.00 X Oq5 = .05 (17) 6q,OqS.qO x 12 = 7,685.21 (la), 299,558.17 x 15 = qq,905.75 (19)= 52,588.9q AMOUNT PAID 50,300.00 TOTAL TAX CREDIT I 52,929.q5 BALANCE OF TAX DUEl 3qO.51CR INTEREST AND PEN. .00 TOTAL DUE 5qO.51CR ( [F TOTAL DUE 1S LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCT/ONS.) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND OBJECTIONS: ADNIN- ISTRATZVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1982 -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for 1ifa or for years, the CommonNaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laNful Class B ¢collataral) rate on any such futura interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 91qO). Detach the top portion of this Notice and submit aith your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REG/STER OF NILLS) AGENT A refund of a tax credit, ~hich ams not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications ara available at the Office of the Register of Nills, any of the 23 Revenue District Offices, or by calling the special Zq-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-qq7-3020 (TT only). Any party in interest not satisfied aith the appraisement, alloaanca, or disallowance of deductions, or assessment of tax (including discount or interest) as sho~n on this Notice must object aithin sixty (60) days of receipt of this Notice by: --erittan protest to the PA Department of Revenue, Beard of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should ba addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone ¢7173 787-650S. Sas page 5 of the booklet "Instructions for Inheritance Tax Return for · Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacadant's death, a five percent (52) discount of the tax paid is allowed. The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the sams manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .O0016q. Ail taxes which became delinquent on and after January 1, 1982 will bear interest at a rate ahich will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The appllcabla interest rates for 198Z through ZOOq ars: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOX .O00Sq8 ~"~)"~-1991 112 .000301 ~ 9X .O00Zq7 1983 16X .000q38 1992 9X .0002fl7 2002 62 ,000164 1984 llX .000301 1993-1994 72 .000192 2003 52 .000137 1985 132 .000356 1995-1998 92 .O00Zq7 2004 42 .000110 1986 102 .000274 1999 72 .000192 1987 102 .000274 2000 72 .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPATD X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest Bust be calculated, LAW OFFICES SNELBAKEr. BRENNEMAN & SPARE ESTATE NO. 21-03-00832 FIRST AND FINAL ACCOUNT OF ROBERT EPPLEY, JR., EXECUTOR UNDER THE LAST WILL AND TESTAMENT OF SYLVESTER E. EPPLEY, DECEASED, LATE OF MIDDLESEX TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA ROBERT EPPLEY, JR., EXECUTOR and Accountant herein avers as follows: DATE OF DECEDENT'S DEATH: DATE LETTERS TESTAMENTARY ISSUED: October 5, 2003 October 15, 2003 DATES EXECUTOR'S NOTICE ADVERTISED: The Patriot-News Co.: Cumberland Law Journal: October 30, November 6, 13, 2003 October 31, November 7, 14, 2003 DATE OF RULE 5.6(A) CERTIFICATION: October 23, 2003 PERSONALTY - PRINCIPAL CCOUI~ ~ DEBITS The Accountant charges himself with receipt of the following items of Decedent's personalty: Orrstown Bank, brokerage account No. 4N2 289287 AllianceBerstein, brokerage account No. 2670021023 $81,490.00 57,815.17 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE Wachovia Securities, brokerage account No. 3027-0878: a. Nuveen PA Municipal Fund: $ 4,809.60 b. Nuveen Unit Trust PA: 59,648.75 M&T Bank checking account No. 9832878301 Orrstown Bank checking account No. 106002450 PNC Bank checking account No. 5140329126 Wachovia securities money market account Waypoint Bank checking account No. 100390723 Miscellaneous personal property and furnishings (including motor vehicle): Grandfather clock and mantel clock United Brotherhood of Carpenter's funeral benefit Blue Cross refund TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for payment of the following items from Decedent's Personalty Principal Account: Decedent's checks paid from checking account post death: Snelbaker, Brenneman & Spare, P. C. Legal fees to 4/7/04: Reimbursement of Costs advanced: Patriot News - advertise letters: $311.42 Certified mail postage: 4.42 Cumberland Law Journal - advertise letters: 75.00 Probate fee and Short Certificates: 64.00 Total Costs Advanced: Register of Wills - Additional Probate fee: -2- 64,458.35 633.56 1,782.38 2,233.11 24.32 1,660.19 16,793.50 1,600.00 1,000.00 295.74 $229.786.32_ $ 22.05 4,650.00 454.84 252.00 LAW OFFICES SNELBAKER~ BRENNeMAn & SPARE Greenawalt & Company - tax preparation fee Central Penn Medical - medical expense Rose Detailing - clean/prepare vehicle for auction Moyer's Gun Shop - prepare guns for auction The Patriot News - obituary advertisement Department of Revenue - final income tax payment Register of Wills, Agent - payment of Inheritance Tax Hoffman - Roth Funder Home - funeral expense Westminster Cemetery - grave fees/costs Executor's commission: Sarah Todd Nursing Home - balance due on account Dr. Falvo - balance due for professional service Kevin Wickard, Auctioneer - auctioneer commission and costs (personalty) Reserve for accountant fees, filing fees and legal fees TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY - iNCOME ACCOUNT DEBITS The Ac.countant charges himself with receipt of the following items of ~ncome from Decedent's personalty: Income from Orrstown Bank brokerage account to date of close Income/Dividends from AllianceBerstein brokerage account to date of close Income/Dividends from Wachovia Securities brokerage account to date of close Interest on Orrstown Bank checking account to date of close Interest on PNC checking account to date of close Interest on Waypoint Bank checking account to date of close State Farm - refund from automobile premium TOTAL, PERSONALTY, iNCOME ACCOUNT, DEBITS: -3- 300.00 18.22 196.05 100.70 157.00 100.00 49,959.49 4,099.30 3,405.00 3,000.00 1,368.00 28.40 2,491.83 4,500.00 $2,833.04 1,699.35 2,669.58 .01 .10 .18 267.12 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE PERSONALTY - INCOME ACCOUNT CREDITS The Accountant claims credit for payment of the following items from Decedent's Personalty Income Account: PNC Bank, N. A. Service Charge TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with receipt of the following items of Decedent's Real Estate: All those certain tracts of land improved with a residential dwelling known as 59 Beagle Club Road, Carlisle, located in Middlesex Township, Cumberland County, Pennsylvania: Prepaid real estate taxes recovered upon sale of the above real estate: County/Township tax: $ 6.58 School tax: 407.63 Total: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: $12.00 $12.00 $126,000.00 414.21 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE REAL ESTATE - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for payment of the following items attributable to Real Estate Principal Account: PP&L -payment on account of electric service from date of death to service termination Sadler Oil Company -payments on account from date of death to close of account York Waste Disposal Sprint - payment on account of telephone service from date of death to service termination DMS Trash - trash and debris removal State Farm - Homeowner's insurance premium Rudolph Carpet Cleaning Diversified Appraisal Service - real estate appraisal Expenses associated with repairs, cleaning, painting and preparing real estate for sale: Lowes $408.38 Home Depot 273.36 Waimart 99.86 Brian Buchter-Electric 75.00 Robert Eppley, Jr. - reimburse miscellaneous repair expenses advanced 177.05 Total: Kevin Wickard, Auctioneer - auctioneer's commission on sale of realty: Realty transfer tax on sale of realty: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: -5- 86.54 727.61 1.92 75.69 500.00 286.00 254.50 250.00 1,033.65 1,260.00 1,260.00 LAW OFFICES SNELBAKER. & SPARE REAL ESTATE - INCOME ACCOUNT DEBITS The Accountant charges himself with receipt of the following income received from Decedent's Real Estate: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: REAL ESTATE - INCOME ACCOUNT CREDITS The Accountant claims credit for payment of the following items from Decedent's Real Estate Income Account: Sprint - refund on account State Farm - refund on homeowner's premium TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: -6- NONE $17.04 148.72 $_165.7~ SNELBAKER BRENNEMAN SPARE RECAPITULATION I. PERSONALTY A. PRINCIPAL ACCOUNT Debits Credits Balance $229.786.32 75,102.88 B. INCOME ACCOUNT Debits $7,469.38 Credits 12.00 Balance C. NET BALANCE OF PERSONALTY: II. REAL ESTATE A. PRINCIPAL ACCOUNT Debits Credits Balance $126,414.21 5,735.91 B. INCOME ACCOUNT Debits $ 165.76 Credits -0- Balance C. NET BALANCE OF REAL ESTATE: III. NET BALANCE OF ESTATE FOR DISTRIBUTION: -7- $154,683.44 7,457.38 $120,678.30 $ 165.76 $162,140.82 $120,844.06 1AW OFFICES SNELBAKER, BRENNEMAN & SPARE SCHEDULE OF PROPOSED DISTRIBUTION ROBERT EPPLEY, JR., Executor and Accountant, proposes to distribute the balance of the Estate as follows: To Otterbein United Methodist Church of Duncannon, Pennsylvania, pursuant to Paragraph 4 of Decedent's Will: To Saint Matthew's United Church of Christ of Carlisle, Pennsylvania, pursuant to Paragraph 5 of Decedent's Will: 3. To Frank Eppley, pursuant to Paragraph 6 of Decedent's Will: 10. 11. To Robert Eppley, Jr., pursuant to Paragraph 2.A and 7 of Decedent's Will: Grandfather's clock - in kind, value: $ 1,500.00 b. 1/14 of residue of Estate: 20,027.42 Total: To Sharon Smith, pursuant to Paragraph 2.B of Decedent's Will: Eight-day mantle clock, received in kind, Value: To Sandy Price, pursuant to Paragraph 7 of Decedent's Will, 1/14 of residue: To Virginia Buchter, pursuant to Paragraph 7 of Decedent's Will, 1/14 of residue: To Bryan Buchter, pursuant to Paragraph 7 of Decedent's Will, 1/14 of residue: To Cheryl Schlusser, pursuant to Paragraph 7 of Decedent's Will, 1/14 of residue: To Brenda Ulrich, pursuant to Paragraph 7 of Decedent's Will, 1/14 of residue: To Linda Lysle, pursuant to Paragraph 7 of Decedent's Will, 1/14 of residue.' $500.00 $500.00 $1.00 21,527.42 100.00 20,027.42 20,027.42 20,027.42 20,027.42 20,027.42 20,027.42 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE 12. 13. 14. 15. 16. 17. 18. To Michael Eppley, pursuant to Paragraph 7 of Decedent's Will, 1/14 of residue: 19. To Marlin Eppley, pursuant to Paragraph 7 of Decedent's Will, 1/14 of residue: To Betty Rutter, pursuant to Paragraph 7 of Decedent's Will, 1/14 of residue: To Leroy Brenneman, pursuant to Paragraph 7 of Decedent's Will, 1/14 of residue: To Harry Thoman, pursuant to Paragraph 7 of Decedent's Will, 1/14 of residue: To Vickie Babner, pursuant to Paragraph 7 of Decedent's Will, 1/14 of residue: To Emmaline C. Brenneman, pursuant to Paragraph 7 of Decedent's Will, 1/14 of residue: To James A. Eppley, pursuant to Paragraph 6 of Decedent's Will: TOTAL DISTRIBUTION: -2- 20,027.42 20,027.42 20,027.42 20,027.42 20,027.42 20,027.42 20,027.42 $ 0.00 LAW OFFICES SNELBAKER. 8RENNEMAN & SPARE COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND ) ROBERT EPPLEY, JR., being duly sworn according to law deposes and says: that he is the Executor of the Estate of SYLVESTER E. EPPLEY, Deceased; that he is the Accountant herein; that the foregoing Accounting is true and complete; that there are no unpaid claimants who have given notice to said Executor; that the foregoing Schedule of Proposed Distribution contains the names of all persons interested in said Estate; and that the facts set forth herein are true and correct to the best of his knowledge, information and belief. Sworn to and subscribed before me this 7 r~4 day of October, 2004. Notary Public (SEAL) COMMONWEALTH OF PENNSYLVANIA Notarial Seal l Susan L Mabazi, Notary Public Mechanicsburg Boo, Cumberland County My Comr~",,~sie~ Expires Nov. 24, 2007 Member. Pennsylvania Association Of Notaries the ~ f~r c~-2~m;~n ~ ~ ~ ~ ~ ~ ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA ]7128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TNHERTTANCE TAX STATEMENT OF ACCOUNT KEITH 0 BRENNEMAN ESQ SNELBAKER ETAL 44 W MAIN ST MECHANICSBURG PA 17055 , .EsSTATE OF DATE OF DEATH FILE NUNBER 07-06-2004 EPPLEY 10-05-2005 21 05-0852 CUMBERLAND 101 Amount Remitted SYLVESTER E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS "~ ~%-v-: [ ~¥7- - AY -A ~- -[ BT--4 ~3- ...... ; 2~- -[ ~-E-~ ~-~4 ~¥ -fAA- -~ 9A-rE ~-~-~ - ~-F- - A¥C-6 D~-f - - ~-~-; ..................... ESTATE OF EPPLEY SYLVESTER E FILE NO. 21 05-0852 ACN 101 DATE 07-06-2004 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM IN THE NAHED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE~ AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-01-2004 PRINCIPAL TAX DUE: ...................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 52,588.94 PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 2,629.~5 12-50-2005 06-18-2004 CD005587 REFUND .00 50,500.00 540.51- IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" TOTAL TAX CREDIT 52,588.94 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.