The URL can be used to link to this page

Home My WebLink About02-1075PETITION FOR PROBATE and G~tANT OF LF.TTFRS Esra,re of Theodore A. Rabena also known ~ Deceased. Socra! Security No. 177-16-1619 No. 21-02-1075 To: Register of WiIIs for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that; Yo::r petitioner(s), who isia~ !8 years of age or older an the executrix named in the last will of the above decedent, dated Mav 2, , 19 96 and codicil(s) dated (state rdevant dreumstances. e.g. renttaeiation, deacts of executor. etc.) Dece~ndent was domiciled at death in C~unberland County, Pennsyiv ia, tivith h'~_. last family or principal residence at 405 15th St. , New Cumberland Boroug~i, CumL'~erland County, Peruisylvania (tut street, number and mundpality) at years of age. died . Harrisburg, Da 2002 Except as follows, decedent did not marry, waz not divorced and did not have a child born or adopted after execution of the will offered for probate; waz not the victim of a killing and was never adiudicated incompetent: Decer_de,Zt at death owned property with estimated values as follows: (It~ domiciled in Pa.) All personal property S 200,000.00 (If not domiciled in Pa.) Personal propeny in Pennsylvania S (If not domiciled i~: Pa.) Personal property in County S Value of real estate in Pennsylvania 3 350 000.00 situated as fgilows: 405 15th St. , 418_ Bridae St. , 400 12th St. , Tots~a- i Bo_ roucj]h of Neva ran , un y, WHEREF(aRE, petitioner(s) respectfuIl>• request(s) the probate of the last will and codiciI(s) presented heretivith and the grant of letters testamentarv Dece:zdent, then (testamentary; administration e.t.a.: administration d.b.n.c.t.a.) theron. V ~. ! •. y z ~ -]Rebecca R. Wagne ~ ~ 40:9 S, i-~ ree ~~~ ~rrisburg, PA 1710 N u .- A ~~ C 00 (n OATH OF PERSONAL REPRESENTATIVE COMMO~~yEALTH OF PENNSYLVANIA COU~ITX OF _., ctm~~zr.~rvn } ss The petitir,;~ez($) above-~:amed swear(s) or affirm(s) that the statements in the foregoing petition are true and corT ect to thr: lest of the icnowiedge and belief of petitioner(s) and that as persona! represen- tative(s) of the above ~e^f`,i~nt petitioner(s) will well and~Jtruly adlnlnist a estate according to law. Sworn to or affirmed a:td subscribed ~-c.`~~` -" ~ `~ `L r„ before me thiis 27th day of RPt-,Prra R Wanner o'o' p~2002 c' 7-/C~ ~/ -i/ ,~~-cJ~2eJ~~,~ e~isrer No• 21-02-1075 Estate of T~DORE A. RABENA ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW DECEMBER 2 _ x~9 20._, 0? , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated~Y 2 • 1996 described therein be admitted to probate and filed of record as the Iast will of Theodore A. Rabena and Letters Testamen arv are hereby granted to Rebecca R Wagner FEES Probate, Letters. Etc. ......... S 375.00 Short Certificates( ) .......... S 18.00 ~~ I~erPur~cciation ................ S JCP S 10.00 TOTAL S 418.00 Fiied ..... .. ... ........ o~/. 0?.00 ~/ ~cg~scer of Wills~~ i~~~~ David H. Stone, #39755 ATTORNEY (pup. Ci. LD. No.) 414 Bridge St., New Cumberland, PA 17070 ADDRESS (717) 774-7435 C~ C~~PHONE ~~ ep\wills\Rabena.Ted\D\4-96 ~ /-~? - io ~'s" LAST WILL AND TESTAMENT OF THEODORE A. RABENA ~(r~ I, THEODORE A. RASENA, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last will and revoke an;~ will previously made by me. ITEM I: I make the follos~~ing specific gifts: A. My John Alden and Paul Revere Mutual accounts to Rebecca R.. Wagner; B. $55,000.00 and my Chrysler automobile to my brother Albert Rabena and his wife Florence Rabena, as tenants by the entirety; C. $30,000.00, my Chevrolet automobile and my interest in the property at 405 15th Street, New Cumberland, Pennsylvania to my brother Julius Rabena; D. $30,000.00 to my brother Edward Rabena and his wife Betty Rabesna, as tenants by the entirety; E. $35,000.00 to the Trinity United Methodist Church of New Cumberland, Pennsylvania; F. $5,000.00 to my niece, Jackie Ball, $5,000.00 to her husband, David Ball, $5,000.00 to their child, David Ball, and $10,000.0() to their child, Niel.Bal1; Page 1 of 6 G. $5,000.00 to my nephew, Brian Rabena, $5,000.00 to his wife, Cindy Rabena, $5,000.00 to their child, Joey Rabena, and $5,000.00 to their child, Julie Rabena; H. $5,000.00 to my niece, Karen Miller, $5,000 to her husband, Fussell Miller, $5,000.00 to their child, Camille Miller, and $5,000.00 to their child, Justin Miller; I. $15,000.00 to my nephew, Ron Rabena; J. $5,000.00 to my nephew, Philip Rabena, $5,000.00 to his wife, Judy Rabena, and $5,000.00 to their child, Beth Rabena; K. My videos of New Cumberland and its history to the Cumberland Library. L. $10,000.00 to the West Shore Kiwanis Club; M. $35,000.00 to Jeff Brinton; ~R N. $15,000.00 to the New Cumberland Fire Department to be used for fire truck restoration. ITEM II: I give and devise my vacant lot behind my property at 418 Bridge: Street, New Cumberland, Pennsylvania, to the New Cumberland Fire Department upon the following terms and conditions: A. No structure shall be erected on the paved or asphalt portion of the lot; B. A small plaque or marker shall be placed on the lot commemorating the fact that the lot is a gift from the Rabena family; Page 2 of 6 C. The present rent of $75.00 per month is to be continued with the money being paid into an escrow account which the New Cumberland Fire Department shall use from time to time to maintain the lot in good condition; D. The New Cumberland Fire Department shall constitute a board oi: managers composed of two of the Rabena family so long any two are living, a member of Fire Department's board of trustees, and the person responsible for maintenance of the lot, and this board of managers :shall oversee the care of the lot; E. The New Cumberland Fire Department must allow the Trinity United Methodist Church to use the lot for parking on Sunday mornings; F. The New Cumberland Fire Department must allow Dr. 1~'rt Cicarelli and the Green Hill Medical Clinic to rent the lot for parking for the rest of this century (December 31, 1999); Green Hill will be responsible for snow removal. ITEM :[II: All the rest, residue and remainder of my estate I give, devise and bequeath to Rebecca R. Wagner, of 409 S. 13th Street, Harrisburg, Pennsylvania, if she survives me. ITEM IV: I 2gpoint Rebecca R. Wagner Executrix of this my last Will. ITEM V: My executrix may delay the payment of the specific gifts set forth in ITEM I if my estate is not sufficiently liquid to permit the payment of such gifts in full within the normal time of adminis Page 3 of 6 COMMONWEAI:,TH OF PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND I, Theodore A. Rabena, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as m~~ last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. ~ ,~ i f THEODORE A. RABENA Sworn to or affirmed to and acknowledged before me by Theodore A. Rabena, t]ze Testator, this c~ ~~ day of ~/~ , 1996. ~~ , r ~ Notary Public _ ; ., I r~~h9i~ . ,: Page 5 of 6 tration, Bind she may, in her sole discretion, pay portions of such gifts on ~- pro rata basis from time to time until the necessary liquidity is achieved. ITEM VI: The gifts set forth in ITEM I shall be paid subject to any inheritance taxes imposed thereon, and such taxes shall be deduct- ed from those gifts and shall not be imposed upon the residuary gift set forth in ITEM III. ITEM VII: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his/her duties in any jurisdiction. IN WITNESS WHEREOF, I, THEODORE A. RABENA, have hereunto set my hand and ,seal this ~ N ~ day of ~ ~ , 1996 . THEODORE A. RABENA SIGNED, SEALED, PUBLISHED and DECLARED by THEODORE A. RABENA, the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. Witness Address J l c..,~,~, Witness Address Page 4 of 6 COMMONWEALTH OF PENNSYLVANIA :SS: COUNTY OF CUMBERLAND %%^ ~ ~ We, (_~~,~~ and -~~s ~~-~~ 2 <y -~ the witne:>ses whose names are signed to the attached or foregoing instrument:, being duly qualified according to law, depose and say that we were present and saw Testator sign and execute the instrument as his last will; that Testator signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; that to the best of our knowledge, the Testator was at that time eighlteen or more years of age, of sound mind and under no con- straint o:r undue influence . ~~~~ ~ F'~ze~ "` Witness ~~~ Witness Sworn to or affirmed to and acknowledged before me by ff/~,E'~.~.~ i~ . ~'f~ etil c and ~L~ /dill f~ M • /"/~~-1 Li «G - , witnesses, this ~ day of 1'~u , 1996. I ~, ~ ` "° ~"~ }~ , ;~ Notary Public i f.~i. 3+uilu ~G. ~~ ~ .., ss,~.~;~,~x~iEes r~~r-i 1,1999 Page 6 of 6 f z o Dz t~1 A ~ ~ [ (' '~ m N ~ ° N ~ z d m °z ~ > m N ' C ~ t7 c ~~i °~ '~ ;y. ~ r ~o 'r m a ~ R° ~ ~ ~ v ~ Z o o z H x O d 0 L~=1 O Gd r i-3 5 H C r z d H L~1 H z H CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: THEODORE A. RABENA Date of Death Will No. To the Register: November 18, 2002 2002-01075 I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court rules was served on or mailed to the fo]_lowing beneficiaries of the above captioned estate on January 27, 2003. Rebecca R.. Wagner 409 South 13th St. Harrisburg, PA 17104 Betty Rabena 2-A Aspen Lane Carlisle, PA 17013 Jackie Ball 110 Sunrise Avenue New Cumberland, PA 17070 David Ball 110 Sunrise Avenue New Cumberland, PA 17070 Brian Rabena 619 Cee Jay Drive Etters, PA 17319 Joey Rabena 619 Cee Jay Drive Etters, PA 17319 Karen Miller 463 Old Stage Road Lewisberry, PA 17339 Albert Rabena 624 Lisburn Road Camp Hill, PA 17011 Trinity United Methodist Church 4th and Bridge Streets New Cumberland, PA 17070 David Ball 110 Sunrise Avenue New Cumberland, PA 17070 Niel Ball 110 Sunrise Avenue New Cumberland, PA 17070 Cindy Rabena 619 Cee Jay Drive Etters, PA 17319 Julie Rabena 619 Cee Jay Drive Etters, PA 17319 Russell Miller 463 Old Stage Road Lewisberry, PA 17339 Camille Miller 463 Old Stage Road Lewisberry, PA 17339 Ron Rabena Post Office Box 186 Calvin, PA 16622-0186 Judy Rabena 1936 Steuben Road Reading, PA 19602 New Cumberland Library 1 Benj amiri Plaza New Cumber°land, PA 17070 Jeff Brini.on 300 15t'' Street New Cumberland, PA 17070 Justin Miller 463 Old Stage Road Lewisberry, PA 17339 Phillip Rabena 1936 Steuben Road Reading, PA 19602 Beth Rabena 1936 Steuben Road Reading, PA 19602 West Shore Kiwanis Club Joseph Rebarchak, Pres. 3529 North 4t`' Street Harrisburg, PA 17110 New Cumberland Fire Department 319 Fourth Street New Cumberland, PA 17070 Notice has now been given to all persons entitled thereto under r /~ - ~ ' v '~ ~ ~~ _. Date : ~,,~ Esquire Dav.. -~~H,' S e, 414 Brl ge Street New Cumberland, PA 17070 717-774-7435 Capacity: Personal Representative X Counsel for Personal Representative 1 ~ ' , ~! . 1 _\ i, ~ ' -1.~ ~' e...i' sI F c W ^ 0 n -- W ''" `~~wX Q ~n~~m a U ~ W V Z ~i Q 3 [~' ~ O CCW J ^~ m ~ G ..aaa~ W Q Z m 0 x ~'-I J U .~`I ry .u ~' 3 ~{-! ~ W ~_ (I H r-i "-~ .((~11 H ~ U U N ~~ N P7 M fi ~,i F ~ , DAVID H. STONE GERALD J. SHEKLETSKI ELIZABETH B. STONE STONE LAFAVEI~ & SHEKLETSKI ATTORNEYS AT LAW 414 BRIDGE STREET POST OFFICE BOX E NEW CUMBEBLAND PA 17070 OF COUNSEL , CHARLES H. STONE WWW.S[OnelaW.ne[ JON F. LAFAVER February 14, 2003 TELEPHONE (717)774-7435 FACSIMILE (717) 774-3869 Register of Wills Cumberland County Court House Carlisle, PA 17013 RE: Estate of Theodore Rabena No. 21-02-107 DOD: November 18, 2002 Greetings: Please find enclosed estate check No. 17 in the amount of $45,000.00 representing payment on account of inheritance tax with the 5o discount for the above-mentioned estate. Please send the receipt of payment to my office in the enclosed stamped addressed envelope. Thank you for your attention to this matter. Very truly yours, STONE LaFAVER & SHEKLETSKI a v d' H~ S one -~, DHS/tmb Enclosures: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-1162 EX(11-96) BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 002192 STONE DAVID HEAN ESQUIRE 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 ------- fold ESTATE INFORMATION: ssN: ~ 77-i s-~ s~ s FILE NUMBER: 2102- 1 075 DECEDENT NAME: RABENA THEODORE A DATE OF PAYMENT: 02/ 1 9/2003 POSTMARK DATE: 02/14/2003 couNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 8/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 545,000.00 TOTAL AMOUNT PAID: REMARKS: DAVID H STONE ESQUIRE CHECK# 17 SEAL INITIALS: AC RECEIVED BY: DONNA M. OTTO REGISTER OF WILLS 545,000.00 DEPUTY REGISTER OF WILLS IN RE: ESTATE OF 1N THE COURT OF COMMON PLEAS THEODORE A. RABENA CUMBERLAND COUNTY, PA NO. 2002-01075 PRAECIPE TO ENTER APPEARANCE TO: Register of Wills Kindly enter the appearance of William T. Smith, Esquire as attorney of record for the Estate of Theodore A. Rabena. Respectfully Submitted: William T. Smith, Esquire ID# 06887 3 747 Derry Street Harrisburg, PA 17111 (717) 561-2677 1 /5/04 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRTSBURg, PA 171Z8-0601 '04 FEB 20 AIl :22 JULIUS M RABENA q05 15TH ~T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLO#ANCE OR DISALLOHANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ~ Of DATE O2-Zq-200~ -~, ~il~S ESTATE OF RABENA DATE OF DEATH 11-18-2002 FILE NUMBER COUNTY SSN/DC ACN 21 02-1075 CUMBERLAND 177-16-1619 05112500 A.oun'l: RE¥-1545 EX AFP (nl-O$) THEODORE A HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ REV-lSd8 EX AFP (01-035 RETAIN LOWER PORTION FOR YOUR RECORDS NOTICE OF INHERITANCE TAX APPRAZSEMENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTZONS~ AND ASSESSMENT OF TAX ON dOZNTLY HELD OR TRUST ASSETS DATE OZ-gq-gOOq ESTATE OF RABENA THEODORE A DATE OF DEATH 11-18-2002 COUNTY CUMBERLAND FILE NO. 21 02-1075 S.S/D.C. NO. 177-16-1619 ACN 05112500 TAX RETURN WAS: eX) ACCEPTED AS FILED ¢ ) CHANGED dOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0067755760 TYPE OF ACCOUNT: C ) SAVINGS (~ CHECKING ( ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 08-28-1995 Accoun~ Balance 1,955.11 Percent Taxable X 0.500 Amount Subject to Tax 967.56 Debts and Deductions - .00 Taxable Amount 967.56 Tax Rate X .15 Tax Due 1~5,15 NOTE: TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID ¢-) AMOUNT PAID TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." INTEREST IS CHARGED THROUGH 05-05-200q TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE REVERSE SIDE OF THIS FORM INTEREST AND PEN. TOTAL DUE ~ ZF PAID AFTER THIS DATE~ SEE REVERSE FOR CALCULATION OF ADDITIONAL /NTEREST. ~ { ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REI~UIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" ( CR}, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. } .00 lq5.15 5.69 1q8.8Z "~,OF INDIVIDUAL TAXES '" TAX DIVISION DEPT. HARRISBLtflG, JULIUS M RABENA q05 15TH ST NEW CUMBERLAND COMMONWEAL,.. PENNSYLVANIA DEPARTMENT u, '"'=NUE ~CE OF INHERITANCE TAX APPRATSE~n::", ALLOWANCE OR DTSALLOHA~ OF DEDUCTTO~, ~ND ASSESSHENT OF TAX ON JOTNTLY HELD OR TRUST ASSETS DATE O2-Zq-ZOOfi R~£:':':. ~[ ESTATE OF RABENA THEODORE ~_~: .::- :.* DATE OF DEATH 11-18-2002 FILE NUMBER 21 02-I075 COUNTY CUMBERLAND ~ __ SSN/DC I77-16-1619 'C}~ ~ -9 P~2:2~ACN 05112500 PA 17070-151q(,~:c.,~ ..... I Amount Remi~ed I .~,Ut~C,~ ,.~ ~ :., i'~:" MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE REV-I5~8 EX AFP (01-03) RETAIN LOWER PORTION FOR YOUR RECORDS NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-2q-200q ESTATE OF RABENA THEODORE A DATE OF DEATH 11-18-2002 COUNTY CUMBERLAND FILE NO. 21 02-1075 S.S/D.C. NO. 177-16-1619 ACN 05112500 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0067755760 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 08-28-1995 Account Balance 1,955.11 Percen~ Taxable X 0.500 Amou~ Subject to Tax 967.56 Debts and' Deductions - .00 Taxable Amount 967.56 Tax Ra~e X .15 Tax Due lq5.15 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 05-05-200q TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE REVERSE SIDE OF THIS FORM INTEREST AND PEN. TOTAL DUE ~ ZF PATD AFTER THTS DATE, SEE REVERSE FOR CALCULATTON OF ADDZTTONAL INTEREST. ~ ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT TS RE~UTRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THIS FORM FOR INSTRUCTIONS. ) .00 lq5.15 ~.69 lq8.82 WILLIAM T. SMITH ATTORNEY AT LAW 3747 Derry Street Harrisburg, PA 171 ! 1 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 I,,,lll,,,lll,,,,,,ll,,ll,l,,hl i,,,llh,,llh,,,,,Ih,li,,,Ih,,ihhi,,,,i,ihh,hi,,,,ll COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: REV-1162 EX(11-961 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SMITH WILLIAM T 3747 DERRY STRIEET HARRISBURG, PA 17111 ACN ASSESSMENT CONTROL NUMBER fold ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: ~~EMARKS: CHECK# 350 SEAL SSN: 177-16-1619 2102-1075 RABENA THEODORE A 03/09/2004 03/03/2004 CUMBERLAND 11/18/2002 TOTAL AMOUNT PAID: INITIALS: JA RECEIVED BY: REGISTER OF WILLS ;. r. NO. CD 003656 AMOUNT $148.82 GLENDA EARNER STRASBAUGH REGISTER OF WILLS BUREAU OF TNDZV/DUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171ZB-0601 COHMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT '04 APR 20 JULIUS M RABENA 405 15TH ST NEW CUMBERLAND 1~i:~7070-1314 DATE 04-05-Z004 ESTATE OF RABENA DATE OF DEATH 11-18-2002 FILE NUMBER 21 02-1075 COUNTY CUMBERLAND ACN 03112500 Aeoun~ RecLined REV-Z607 EX &FP THEODORE A MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit: ~o your account:, subei~ ~he upper portion of ~:his fore wJ~:h your ~ax payeen~. CUT ALONG TH'rS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ~ INHERITANCE TAX STATEMENT OF ACCOUNT ESTATE OF RABENA THEODORE A FILE NO. 21 02-1075 ACN 03112500 DATE 04-05-2004 TH'rS STATEMENT TS PROVIDED TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAMED ESTATE. SHO#N BELOW 'rs A SUHHARY OF THE PR/NC'rPAL TAX DUE, APPL'rCAT'rON OF ALL PAYHENTS., THE CURRENT BALANCE, AND, .rF APPL.rCABLE, A PROJECTED TNTEREST F'rGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-24-2004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 145.13 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AHOUNT PAID 03-03-2004 CD003656 3.69- 148.8Z 'rF PA'rD AFTER THIS DATE, SEE REVERSE S'rDE FOR CALCULATION OF ADDITIONAL INTEREST. ( 'rF TOTAL DUE 'rS LESS THAN $1, NO PAYMENT 'rS REQU'rRED. ZF TOTAL DUE ZS REFLECTED AS A "CRED'rT" (CR), TOTAL TAX CREDIT 145.13 BALANCE OF TAX DUE~ .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU NAY BE DUE A REFUND. SEE REVERSE S'rDE OF TH'rS FORH FOR 'rNSTRUCTZONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- Tf RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMON#EALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-iSIS). Applications ara available at the Office of the Register of Hills, any of the Z5 Revenue District Offices or from tho Depar~ent's Z~-hour answering service far forms ordering: 1-800-56Z-ZO50; services for taxpayers with special hearing and / or speaking needs: I-BOO-qq7-3OZO (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZS060I, Harrisburg, PA 171ZS-060I, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedant's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the tote1 of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. INTEREST: 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 l, I98Z bear interest at the rate of six (SI) percent par annum calculated at a daily rate of .000164. All taxes which bacaaa delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOOq are: Interest Daily Interest Daily Interest Year Rate Factor Year Rate Factor Year Rate 1982 ZOZ .0005q8 1988-1991 Ill .OOOS01 ZOO1 9X 1983 I6Z .000~38 1992 9Z .OOOZq7 gooz 62 198~ llZ .000301 199~-199q 7Z .O00X9Z 2003 5Z 1985 152 .000356 1995-1998 92 .O00Zq7 ZOO4 42 1986 lOZ .000274 1999 7Z .00019Z 1987 9Z .O00Z~7 ZOO0 82 .000219 Daily Factor .0002q7 .00016q .000137 .000110 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINI;~UENT X DALLY 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 must be calculated. · RFW-1500 ~-,~,, ~. :j"~ PENNSYL.VAN!A, '~"'~' ~ INHERITANCE TAX RETURN '~~' HARRISBURG, PA1~128 0601 RESIDENT DECEDENT p- Z UJ LU LU DECEDENTS ~AML--~ 'i , ;:- ,~,'iD MIDDLE INITIAL} Rabena, Theodore A. -~ DATE OF DEATH IMM-DO-YEAR) : D4TE OF 81RTR (MM-DD YEAR) 11/18/2002 .[ 08/04/1922 (IF APPLICABLE) SURVIVING SPOUSES NAME (LAST, FIRST, ANU hi~DDLE iiU]iql ) none ~1 Original Return ~4 L,mited Estate [~6 Decedent Died Testate (Attach copy W Will) ~]9 Litigation Proceeds Received ~2 Supplemental Return ~4a Future Interest Compromise (date of death alter 12 12.82) E~7 Decedent Maintained a Living Trust (A,~¢h r~py of Trust) ] !0, Spousal Poverty Credit (date Wdealh betweea 12 31-91 and 1 1-95) NAME William T. Smith, Esquire Law Offlc~s of William T. Smith 717-561-2677 1. Real Estate (Schedule A) (1) 2 Stocks and Bonds (Schedule B) (2) 3 Closely Held Corporation, Partnership or Sole-Proprietorship {3) 4. Mori§ages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedde F) (6) ~] Separate Billin9 Requested 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Proper(y (7) (Schedule G or L). 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) t0. Debts of Decedent, Modgage Liabilities, & Liens (Schedule I) (10) 11 Total Deductions (total Lines 9 & 10) 12 Net Value of Estate (Line 8 minus Line 11) .2 1 02 1075 ISOCIAL SECURI FY NUMBER .... 177 - 16 - 1619 THIS RETURN MUST BE FILED IN DUPLICATE WITH TH REGISTER OF WILLS SOCIAL SECURITY NUMBER ~5 Federal Estate Tax Return Required -- 8 Total Number of Safe Deposit Boxes ~]11 Election to tax under Sec 9113(A) (Altach Sch O) COMPLETE MAILING ADDRESS 3747 Derry Street Harrisburg, PA 17111 327,000.00 __~1,909.96 __80:000.00 149,559.38 64,559.38 90,822.91 11,161.52 633,167.66 (11) 101,984.43 (12) 531,183.23 (13) 65,000.00 ¢4) 466,183.23 13 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15 Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec 9116 (a)(1.2) 16 Amount el Line 14 taxable at lined rate 17 Amoum el Line 14 taxable a[ sib[in9 rate t8 Amount of Line 14 taxable at collateral ¢ate 19 Tax Due 20 x o _. (15) x 0_ (16) ____ 86,200.00 × 12 379,983.23 x 15 10,344.00 56,997.48 (t9) 6Z, 341.~ Decedent's Complete Address¢'-'-,, STRbE f ADDRESS __._/'05 15th Street CITY New Ctm]ber land STATE PA zip 17070 Tax Payments and Credits: 1. l~x hue (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 67,341.48 45; 148.82 2,250.00 To~al Credits (A + B + C ) (2) 47,398.82 Interest/Penalty if applicable B, Interest E, Penalty Total Interest/Penalty ( D + E ) (3) If Line 2 is greater than Line l + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (4) (5) 197942.66 (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 19,942.66 IF THE ANSWER PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1 Did decedent nrake a transfer and: Yes No a. retain the use or income of the property transferred; [] [] b. retain the right to designate who shall use the property 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 deoedent own an Individual Retirement Account, annuity, or other non-probate properly 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 penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete Declaration of preparer other than the personal representative is based on all information of wh,ch preparer has any knowledge SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ABBRESS /~ ' 3747 Derry Street, Harrisburg, PA 17111 ~jS~GNATURE OF PqEB~%~.R ER TATtVE ("" 3747 Derry Street~ Harrisburg~ PA 17111 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, t995, the tax rate imposed on the net value of t~ansfers to or roi the use of the surviving spouse is 0% [72 RS. §9116 (a) (1 1) (ii) The statute ~qS~ no! exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even the surviving spouse is the only beneficiary Far dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paten or a stepparent of the child is 0% (72 RS, §9116(a)(1,2)], The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4,5%, except as noted in 72 RS. §9116(1,2) I72 RS §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 121 [72 RS. §9116(a)(1,3)], A sibling is defined, under Section 9102, as a individual who has at least one parent in common with the decedent, whether by blood or adoption. REV J5'02 EX+ (12-85) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER p.t~n~ ~h~,~l~-~ A. 21-02-1075 (Prapgh-v-i~i~71~,-a~g~t With Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which 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, beth having reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION I. e o e Real estate situate at 405 15th Street, New Cumberland, Cumberland County, Pennsylvania - sale value; see attached settlement sheet Real estate situate at 426 Bridge Street, New Cumberland, Cumberland County, Pennsylvania Real estate situate at 418 Bridge Street, New Cumberland, Cumberland County, Pennsylvania Real estate situate at Oyster Avenue, New Cumberland, Cumberland County, Pennsylvania . T~OT_AL (Also ??ter on li_n_e 1, Re~c?pitulation). (If more space is needed, insert additional sheets of same size.) VALUE AT DATE OF DEATH 157,000.00 85,000.00 80,000.00 5,000.00 S 327~ 000.00 REV !503 EX+ (6 98~ COMMONW~,~L; :~ ~'¢ PENNSYLVANIA INHERITANCE TAX hL :; IP,XI RESIDENT DECEDENT SCI i ULE B STOCKS & BONDS ESTATE OF ITEM NUMBER FILE NUMBER Rabena, Theodore A. 21-02-1075 All property jointty-owned with right oi ~ 4vorship must be disclosed on Schedule F. DESCRIPTION American Express, mutual fund #050608904988002; held held in decedent's name alon~ 595.796 shares @ 19.990 VALUE AT DATE OF DEATH 11,909.96 TOTAL (Also enter on line 2, Recapitulation) $ 11,909.96 (If more space is needed, insert additional sheets of the same size) ITEM NUMBER SCHEDULE ~. CLOSELY HELD STOCK, PARTNERSHIP AND PROPRIETORSHIP Print or Type Rabena's Wardrobe Service, a drycleaning business. See attached business valuation from Economic Strategies, LTD. FiLE t~UMBER 21-02-1075 ....1!. '*-~a ............ VALUE AT DATE OF DI~ATH 80,000.00 TOTAL (Also e.:~ ~n li.e 3, Recapitulation) (If more space is needed, insert additional sheets o, ~ ~ s~ze,) INHERITANCE TAX RETURN RESIDENT DECEDENT ES;,~ TF OF Rabena, Zheodore A. $CH;;DULE E CASH, BANK DEF~O;;iT~ MISCELLANEOUS PERSONAL PROPERTY (All properly ioinlly-owned ,!h the Right of Survivorship must be disclosed on Schedule F) ITEM DEgCRIPTION NUMBER 5 6 7 8 9 10 11 12 13 14 4 [_ ...... Pi? s~e P, i n~ o~r_T y_p_ e~:__ _~ FILE NUMBEt~ 21-02-1075 VALUE AT DATE OF DEATH Cash on Hand PNC Checking Account #5140077408 in decedent's name alone; opened 03/01/1981 Accrued interest on Item 2 PNC Bank Savings Account #5130031406 in decedent's name alone; opened 01/21/1993 Accrued interest on Item 3 PNC Bank SAvings Account #5130044717 in decedent's name alone; opened 03/01/1981 Accrued interest on Item 4 Miscellaneous household furnishings 1988 Chrysler Sedan 1982 Yamaha Moped 1962 Rambler Station Wagon Reimbursement of school taxes at settlement - pro-rated Reimbursement of trash bill at settlement - pro-rated Refund from Pinnacle Health Refund from Express Scripts AIG - Sun American policy withdrawal Check from Julius' estate in which decedent was beneficiary TOTAL (Also enter on line 5, Recapitulation) 500.00 103,279.34 19.92 603.22 .14 32,948.97 8.09 1,250.00 1,200.00 0.00 0.00 508.54 14.87 812.00 1,336.97 877.32 5,000.00 (Attoch additional 8V~" x 11" sheets if more space is neededi COMMONWEALTH C? PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE ~ INTi:P-VlVOS TRANSFERS & ~ISC. NON-PROBATE PROPERTY ESTATE OF Rabena, Theodore A. FILE NUMBER 21-02-1075 This schedule must be completed and filed if the answer to any of questions 1 through 4 o~ the reveme side ol ~: REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ATTACH A COpy O¢ THE DEED FOR REAL ESTATE TAXABLE VA LU E NUMBEI~ VALUE OF ASSET 1. 64,698.32 64,698.32 American Express Annuity #930015245440004; Beneficiary is estate % OF UECI?S EXCLUSION INTEREST _ IIF APA.ICABLE) 100% n/a TOTAL {Aisc enter on line 7, Recapitulation) 64 ~ 698.32 (If more space is needed, insert additional sheets of the same size) SCHE ,E H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF iTEM NUMBER 5 6 Rabena ~ Theodore A. D,:bls of decedent must be reported on Schedule L FUNERAL EXPENSES: Parthemore Funeral Home, funeral bill ABMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees Stone, LaFever & Shekletski Law Office of William T. Smith Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Boreman & Babb, CPA Qmrges John Moser, CPA charges Cumberland Law 3ou~al, estate notice FILE NUMBER 21-02-1075 Zip AMOUNT 8,088.80 0.00 11,155.30 31,650.00 none 418.00 2,340.00 10,000.00 75.00 Patriot News - estate notice Short certificate Copies of Deeds Appraisal fees Utilities for properties prior to sale (continuation of Schedule H) 108.43 6.00 4.50 1,825.00 3,000.00 21,200.54 TOTAL (Aisc enter on line 9. Recapitulation) $90,822.91 more space is needed, inset1 additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES,& LIENS ESTATE OF Rabena ~ Theodore A. FILE NUMBER 21-02-1075 Include unre)mbursed medical expenses. iTEM NUMBER DESCRIPTION AMOUNT Pinnacle Health System - final bill Loan to Rebecca Wagner, $3,200.00 plus interest of $6,144.00 1,817.52 9,344.00 TOTAL (Also enter on line 10, Recapitu!ation) $ 11,161..52 (If more space is needed, iasert additional sheets of the same size) REV 1513 EX+ 9 00~]~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Rabena, Theodore, A. 21-02-1075 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE ! 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Rebecca R. Wagner 418 Bridge Street New Cumberland, PA 17070 See attached list Friend 100% of residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None CHARI~BLE AND GOVERNMEN~L DISTRIBUTIONS Trinity United Methodist Church 4th and Bridge Street, New Cumberland, PA 17070 New Cumberland Fire Department 319 Fourth Street, New Cumberland, PA 17070 West Shore Kiwanis Club c/o Joseph Rebarchak, Pres., 3529 N. 4th Street, Harrisburg PA 17110 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 35,000.00 20,000.00 10,000.00 $ 65~000.00 (If more space is needed, insed additional sheets of the same size) Estate oE Rabena, Theodore A. (cont.) Part I Name Albert and Florence Rabena 624 Lisbum Road Camp Hill, PA 17011 Estate of Betty Rabena Edward pre-deceased 2-A Aspen Lane Carlisle, PA 17013 David, Jackie, David and Niel Ball 110 Sunrise Avenue New Cumberland, PA 17070 Brian, Cindy, Joey and Julie Rabena 619 Cee Jay Drive Etters, PA 17319 Russell, Karen, Camille and Justin Miller 463 Old Stage Road Lewlsberry, PA 17339 Ron Rabena Philip, Judy and Beth Rabena JeffBfimon 300 15~ Street New Cumberland, PA 17070 SCii~D~L~ j File Number: 21-02-1075 Relationship to Decedent Brother and Sister-in-law Amount $ 56,200.00 Sister-in-law 30,000.00 Nieces and nephews 25,000.00 Nieces and nephews 20,000.00 Nieces and nephews 20,000.00 Nephew Nieces and nephews Friend 15,000.00 15,000.00 bequest waived as he owed estate Julius Rabena Brother Pre-deceased LAST WILL AND TESTAMENT OF THEODORE A. RABENA Cumberland County, Pennsylvania, declare this to be my last revoke any will previously made by me. ITEM I: I make the following specific gifts: A. Rebecca R. Wagner; B. Albert Rabena and his wife Florence Rabena, entirety; C. in the property at THEODORE A. RABENA, of the Borough of New Cumberland, will and My John Alden and Paul Revere Mutual accounts to $55,000.00 and my Chrysler automobile to my brother as tenants by the $30,000.00, my Chevrolet automobile and my interest 405 15th Street, New Cumberland, Pennsylvania to my brother Julius Rabena; D. $30,000.00 to my brother Edward Rabena and his wife Betty Rabena, as tenants by the entirety; E. $35,000.00 to the Trinity United Methodist Church of New Cumberland, Pennsylvania; F. $5,000.00 to my niece, Jackie Ball, $5,000.00 to her husband, David Ball, $5,000.00 to their child, David Ball, and $10,000.00 to their child, Niel Ball; Page 1 of 6 G. $5,000.00 to my nephew, Brian Rabena, $5,000.00 to his wife, Cindy Rabena, $5,000.00 to their child, Joey Rabena, and $5,000.00 to their child, Julie Rabena; ~. $5,000.00 to my niece, Karen Miller, $5,000 to her husband, Russell Miller, $5,000.00 to their child, Camille Miller, and $5,000.00 to their child, Justin Miller; I. $15,000.00 to my nephew, Ron Rabena; J- $5,000.00 to my nephew, Philip Rabena, $5,000.00 to his wife, Judy Rabena, and $5,000.00 to their child, Beth Rabena; K. My videos of New Cumberland and its history to the Cumberland Library. L. $10,000.00 to the West Shore Kiwanis Club; M. $35,000.00 to Jeff Brinton; N. $15,000.00 to the New Cumberland Fire Department to be used for fire truck restoration. ITF~ II~ I give and devise my vacant lot behind my property at 418 Bridge Street, New Cumberland, Pennsylvania, to the New Cumberland Fire Department upon the following terms and conditions: A. No structure shall be erected on the paved or asphalt portion of the lot; B. A small plaque or marker shall be placed on the lot commemorating the fact that the lot is a gift from the Rabena family; Page 2 of 6 C. The present rent of $75.00 per month is to be continued with the money being paid into an escrow account which the New CunfDerland Fire Department shall use from time to time to maintain the lot in good condition; D. The New Cumberland Fire Department shall constitute a board of managers composed of two of the Rabena fa~nily so long any two are living, a member of Fire Department's board of trustees, and the person responsible for maintenance of the lot, and this board of managers shall oversee the care of the lot; E. The New Cumberland Fire Department must allow the Trinity United Methodist Church to use the lot for parking on Sunday mornings; F. The New Cumberland Fire Department must allow Dr. Cicaretli and the Green Hill Medical Clinic to rent the lot for parking for the rest of this century (December 31, 1999); Green Hill will be responsible for snow removal. ITEM III: All the rest, residue and remainder of my estate I give, devise and bequeath to Rebecca R. Wagner, of 409 S. 13th Street, Harrisburg, Pennsylvania, if she survives me. I appoint Rebecca R. Wagner Executrix of this my last ITEM IV: Will. ITEM V: set forth in My executrix may delay the payment of the specific gifts ITEM I if my estate is not sufficiently liquid to permit the payment of such gifts in full within the normal time of adminis Page 3 of 6 tration, and she may, in her sole discretion, pay portions of such gifts on a pro rata basis from time to time until the necessary liquidity is achieved. ITEM Viz The gifts set forth in ITEM I shall be paid subject to any inheritance taxes imposed thereon, and such taxes shall be deduct- ed from those gifts and shall not be imposed upon the residuary gift set forth in ITEM III. ITEM VIIs NO fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his/her duties in any jurisdiction. I, THEODORE A. RABENA, have hereunto set my IN WITNESS WHEREOF, hand and seal this ~ day of I~' , 1996. THEODORE A. RABENA SIGNED, SE~X.ED, PUBLISHED and DECLARED by THEODORE A. RABENA, the Testator above named, as and for his Last will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. Witness Ad~r e s s z Witness Addre s s Page 4 of 6 COMMONWEALTH OF PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND : I, Theodore A. Rabena, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. THEODORE A. RABENA Sworn to or affirmed to and acknowledged before me by Theodore A. Rabena, the Testator, this .7 day of ~/-- , 1996. Notary Public Page 5 of 6 COMMONWEALTH OF PENNSYLVANIA : :SS: COUNTY OF CUMBERLAND : the witnesses whose names and / . · are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testator sign and execute the instrument as his last will; that Testator signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no con- straint or undue influence. Witness witnesses, this ~/~w day of Sworn to or affirmed to and acknowledged before me by ~?~<~J , 1996. /~; ; '-.-/? /~ Notary Public Page 6 of 6 A. B. TYPE OF LOAN: OMB NO. 2502-0265 U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMEN' 1.~FHA 2.r~FmHA 3, E]CONV, UNINS. 4. E~]VA 5.~]CONV. INS. 6. FILE NUMBER: SETTLEMENT STATEMENT 03977 J 7. LOAN NUMBS:R: 8. MORTGAGE INS CASE NUMBER: 'C. NOTE: This form is fumished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "[POC]" were paid outside the closing; they are shown here for t~format~bnal purposes and are not included in the totals. 10 3~8 (03977~3977/15) D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: Charles J. Nentwig Jr. Estate of Theodore A. Rabena Countrywide Home Loans 4070 Butler Pike #200 Plymouth Meeting, PA 19462 G. PROPERTY LOCATION: H. SETTLEMENT AGENT! 25-1878915 405 Fifteenlh Street r. SETTLEMENT DATE New Cumberland, PA 17070 Keystone Land Transfer, Ltd. Cumberland County. Pennsylvania PLACE OF SE~'LEMENT February 23. 2004 3421 Market Street Camp Hill, PA 17011 · un y axes ~ '~ ~ . oo ax o · ~y own axes · oo ax ~ · ouny axes o ~ ~ . ewer o y attachments referred to herein, Borrower '- ' / Seller Estate of Theodore A. Rabena i~es d. N~ntwig dr; - L. SETTLEMENT CHARGES 10,990.00 700. TOTAL COMMISSION Based on Price $ 157,000.00 ~ 7.0000 % 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE PAiD FROM j PAID FROM BORROWER'S SELLER.S FUNDS AT FUNDS AT 157,60 901. Interest From 02/23104 to 03/01/04 t~uz. Mortgage Insurance ~'remlumlor months 1o ~03. Hazard Insurance Premium for 1.0 years to 904. $ 20.220000/day ( 7 days %) 141,541 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance 3.000 months @ $ 28.42 per month per month per month montns ~ ,3 1007. months (~ $ 1000, Aggregate Adjustment months ~ $ ilO01 TITLE CBARGES 1101. Settlement or Closing Fee to 1102. Abstract or I itle Search to 1103. Title Examination to 1104. Title Insurance Binder to 1105. Document Preparation to Keystone Land Transfer, Ltd. 1106. Notary Fees to CASH 1107. Attorney's Fees th 1108. Title Insurance to Keystone Land Transfer, Ltd. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 38.50; Mortgage $ 64.50; Releases $ 1203. Stale laX/Stamps: Revenue Stamps 1,570.00; Mortgage 1204. ReCord 2nd Mortgage to Cumberland County Recorder of Deeds 1205, 20.00 1,143.75 35.0C 103,00, 46.50 100.00 12,00 /ZU,UU t300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey to 1302. Pesl Inspection to 100.00 1303. Termite StnJctural to Biechtar & Tillery 1304. Termite Service to Enrlich 1305. 2,449.66 1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502. Section K) 5,747.80 16,091.66 ' -'PNCBAN( January24,2003 Stone Lafaver & Sheldetski 414 Bridge St New Cumberland, Pa 17070 sep Estate of Theodore ARabena(Deeeased) SSN:177-16-1619 DOD: 11-18-2002 Dear Sir or Madam: In response to your r~quest for Date of Death balances for the customer noted above, our records show the following: Checking Account Account~5140077408 Established 03-01-1981 THEODORE A RABENA DOD balance: $103,279.34 + $19.92 accrued interest Savings Account Account~513003 l,g)6 Established 01-21 - 1993 THEODORE A RABENA DOD balance: $603,22 + $0.14 accrued interest Account5130044717 Established 03-01-1981 THEODORE A RABENA DOD balance: $32,948.97 + $8.09 aeemed iatea'est Pleas~ note that this office only provides date of d~ath balances for deposit acco~mts (IRAs, CDs, Checking and Savings eccounts). We do not process any financial :ransaetions or provide statements. If you need assistance with any ofthe~ items, please call 1-888-PNC-BANK 0-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, Eriea L Schlegel PNC Decedent Reporting Firstside Center 500 First Ave~ 4~h FI CIF Pittsburgh PA 15219-3128 ! -800-762-1775 Member FDIC [ St~zanne Lun~a~? .... 12/09/2002 02:~6 To: Richard L Mccarthy/Field/WH/AEFA@AMEX cc: erika.a.dixon@aexp.com Subject: THEODORE A RABENA estate settlement We have received notification of THEODORE A RABENA's death. Please accept our condolences on your loss. The deceased's name appears on the following accounts. Account values as of 11/18/2002 are listed below. At the end of this letter, you will find a list of beneficiaries shown in our initial review of the accounts. Account Information Mutual Funds Account Number 05060890498 8 002 Annuities - Post 1985 Account Number 93001524544 0 004 Mutual Funds Account Number 05060890498 8 002 Annuities - Post 1985 Account Number 93001524544 0 004 Ownership Individual Ownership Individual Total Value Asset Value Per Share # ofshares $11909.96 595.796 19.990 Total Value Asset Value Per Share $64698.32 # of shares The date of death values provided are for estate tax purposes and are not values to be paid. Accounts may be subject to market fluctuation as governed by each product. Please note that the values indicated for any Life Insurance product(s) reflect the gross death benefit at date of death, not the cash value. Account Disposition Account disposition is based on how an account is owned (the ovmership type). The following information will help you understand the process that will be used to settle the accounts. Disposition for Individual ownership Upon the death of the owner, all mutual fund, certificate, brokerage, annuity accounts issued before January 19, 1985 and life insurance accounts registered in individual ownership become part of the estate for distribution. If there is a contingent owner Certified Letters of Testamentary/Letters of Administration (estate) (For accounts: 93001524544 0 004) This document confirms who is appointed as the legal representative of the estate. The document must be court certified and dated within 60 days of the date the corporate office receives it (In Iowa, Montana, and New York, letters must be dated within 180 days). Form W-9, Request for Taxpayer Identification Number and Certification (For accounts: 93001524544 0 004) Rev. Rul. 84-73 and Reg. Section 301.6109-1 requires that the Taxpayer Identification Number (TIN) used to identify estates and trusts of decedents be an Employer Identification Number (El-N), rather than the Social Security Number of the deceased. If the legal representative(s) or trustee(s) chooses not to comply with this ruling, or if an EIN has not been assigned, a separate W-9 must be completed in addition to entering the TIN on the Death Claim StatemenffEstate Settlement Form. We also request any information you may have that may facilitate our efforts to contact other beneficiaries on the accounts involving the deceased. If you wish to complete settlement this tax year, all requirements must be received by December 16, 2002. We will handle the requests after this date as quicldy as possible. However, we cannot guarantee that processing will be completed by year-end for this year's tax reporting. Please contact RICHARD MCCARTHY at (717) 737-8737 for forms and assistance. Please contact us if you have any questions as you work through these difficult times, and once again, you have our sincerest sympathy. Thank you. Sincerely, Suzanne Lunemann Death Settlements Processing Team 70310 AXP Financial Center Minneapolis, MN 55474 1-800-862-7919, Option 0, 85193 Attachment: Beneficiary Information Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/01/2004 SMITH WILLIAM T 3747 DERRY STREET HARRISBURG, PA 17111 RE: Estate of PuABENA THEODORE A File Number: 2002-01075 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 11/18/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge Cumberland County - Reglster ur Wl~~S One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 WAGNER REBECCA R 409 SOUTH 13TH STREET HARRISBURG, PA 17104 RE: Estate of RABENA THEODORE A File Number: 2002-01075 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent1s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/18/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~ r ~~ ... . ~.~. ~ GLENDA FARNER ST~ REGISTER OF WILLS cc: File Counsel Judge L_V Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 SMITH WILLIAM T 3747 DERRY STREET HARRISBURG, PA 17111 RE: Estate of RABENA THEODORE A File Number: 2002-01075 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/18/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GL~:::::~ REGISTER OF WILLS cc: File Personal Representative(s) Judge \-~ BUREAU OF INDIVIDUAL INHE~'.TANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE - NOTICE OF INHERITANCE TAX 1fAXES ~APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX WILLIAM T SMITH ESQ W T SMITH LAW OFFICES 3747 DERRY ST HBG PA 17111 REV-1547 EX AFP (03-OS) DATE 04-18-2005 ESTATE OF RABENA THEODORE A DATE OF DEATH 11-18-2002 FILE NUMBER 21 02-1075 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~~d~Y~~Y~'it'X~'~"r'ifs"tfST'1~lat'Y~1E'ti~'l1VFff~~YY~I~'YASt'A'~A1"~'~F~T;'7lY['thTdlO ~'81~.••••••••••••• ••• DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RABENA THEODORE A FILE N0. 21 02-1075 ACN 101 DATE 04-18-2005 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (:ichedule A) (1) 327, 000.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 1 1.909.96 credit to your account, 3. Closely Held :itock/Partnership Interest (Schedule C) (3)_ 80,000.00 submit the upper portion of this fore with your 4. Mortgages/Notas Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)_ 149,559.38 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 64,559.38 8. Total Assei:s (81 633, 028.72 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9 0'822'91 10. Debts/Mortgagee Liabilities/Liens (Schedule I) (10) 11.16 1.52 11. Total Deductions (11) 101 .984.43 12. Net Value cif Tax Return (121 531, 044.29 13. Charitable/'Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 65,000.00 14. Net Value o~f Estate Subject to Tax (141 466, 044.29 NOTE: If an assessment was issued previously, lines 14, 15 andior 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 (15) .00 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate 116) .00 X 045 . .00 17. Amount of Line 14 at Sibling rate (17) 56,200.00 X 12 6,744.00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 409,844.29 X 15 - 61,476.64 19. Principal Tax Due (19 1= 68,220.64 TAX CREDITS- DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 02-14-2003 TIJTCDCCT Tc CD002192 e+uwonrn 2,368.42 45,000.00 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM J~ TOTAL TAX CREDIT 47,368.42 BALANCE OF TAX DUE 20,852.22 INTEREST AND PEN. 1,576.55 TOTAL DUE 22,428,77 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: intpossessioncoreenjcyment to ClassfBr(collateral)2beneficiariesaof theudecedenteafter the expirationtofnanyrestate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P. . Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF WII,LS, AGENT. Failure to pay the tax, interest, and penalty due may result in the filing of a lien of record in the appropriate county, or the issuance of an ^rphan's Court citation. REFUND CCR): °ApplicationaforxRefundtofwPennsylvania InheritancenandeEstateeTax^~(REV 1313)9uApPltlcationsparelavailable online at www revenue state.oa.us, any Register of Wills or Revenue District Dffice, or from the Department's 24-hour answering service far forms orders: 1-800-362-2050; services for taxpayers with special hearing and/ar speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Cincludingldiscount orninterest)las shownton thisaNotica~maylohject within 60odayseofftheddate of receipt of thisfnotice by filing one of the following: A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online a www hoardofapoeals state.oa.us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to be valid, you must receive a confirmation number and processed date from the Board of Appeals website. You may also send a written protest to PA Department of Revenue, Board of Appeals P.0. Box 281021, Harrisburg, PA 17128-1021. Petitions may not be faxed. B) Election to have the matter determined at the audit of the account of the personal representative. ADMIN- Cl ApPeal to the Orphans' Court. ISTRATIVE CORRECTIDNS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of avenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.D. Box 280601, Harrisburg, PA 17128-0601 Phone (7171 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return far a Resident Decedent^ (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3l calendar months after the decedent's death, a five percent (5%l discount of the tax paid is allowed. PENALTY: The 15% 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 end of the tax amnesty period. This non-participation penalty is appealable in the same 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: death,stalthehdatedofepayment.wlTaxesrwhichybecameldelinquent before Januarytls 1982 bearlinterest attthedrate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will hear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates far 1982 through 2Interest Daily Interest Daily Interest Daily Rate Factor Year Rate Factor Year Year Rate Factor ~f 00 2~ .OOU~ IrJ$$-1991 ~~ 9% .000247 2002 6% .000164 1983 16% .000438 1992 2003 5% .000137 11% .000301 1993-1994 7% .000192 ,000110 1984 .000247 2004 4% 1985 13% .000356 1995-1998 9% 2005 5% .000137 .000274 1999 7% .000192 1986 1D% 2000 7% .000192 1987 10% .000274 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACT --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. REV-1470 EX (6-88) ~ COMMONWEALTH OF PENNSYLVANIA [IEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME Theodore A Rabena REVIEWED BY Deborah Washington ITEM SCHEDULE NO. INHERITANCE TAX EXPLANATION OF CHANGES EXPLANATION OF CHANGES ILE NUM 2102-1075 ACN 101 J I A-3 I Changed tax rate from 12 percent to 15 percent since asister-in-law is a collateral beneficiary. Row Page 1 Cumberland County - Resister Of Wills One Courthoti e Scuare Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 SMITH WILLIAM T 3747 DERRY STREET HARRISBURG, PA 17111 RE: Estate of RABENA THEODORE A File Number: 2002-01075 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This fi:Ling is due by: 11/18/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FAR.I~TER STRASBAUG REGISTER OF WILLS cc: File Personal. Representative (s) Judge i_.. `~ Cumberland County - Register U~ wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 10/11/2005 WAGNER REBECCA R 409 SOUTH 13TH STREET HARRISBURG, PA 17104 RE: Estate of RABENA THEODORE A File Nun:lber: 2002-01075 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by PE~rsonal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992., the personal representative or his counsel, within two (2) years of_ the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/18/2005 Your pz-ompt attention to this matter will be appreciated. Thank You. Sincerely, ~' GLENDA FARNER STRASBAU REGISTER OF WILLS cc: File Counsel. Judge ~--~ MARVIN BESHORE Attorney at Law 130 STATE STREET, P.O. BOX 946 HARRISBURG, P A 17108-0946 Email: mbeshorera!mblawfirm.com Telephone: (717) 236-0781 Fax: (717) 236-0791 !~~,) , November 9, 2005 ~..~. -) Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 i".J Ci"l Re: Estate of Theodore A. Rabena - No. 21-02-1075 Dear Ms. Strasbaugh: Enclosed for filing is the original and one (1) copy of a Status Report Under Rule 6.12. Please file the original and return a date-stamped copy to me in the enclosed postage prepaid envelope. Thank you for your assistance. Marvin Beshore MB: amb Enclosure cc: Rebecca R. Wagner Executrix of the Estate of Theodore A. Rabena (w/enc) (~.. L'":") {""'1 ~,:':'~_~i (, -'~,/ . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 N f D d t Theodore A. Rabena ame 0 ece en : Date of Death: December 2, 2002 Estate No.: 21-02-1075 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: I. State whether administration of the estate is complete: Yes D No fg[ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 2006 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 0 No 0 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 0 No D c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk fthe Orphans' ou and may be attached to this report. D t 11-09-2005 a e: 'c:J c-..: Marvin Beshore, Esquire Name 130 State Street, PO Box 946 Harrisburg, PA 17108-0946 Address Ll,._ ( , 717-236-0781 Telephone No. Capacity: 0 Personal Representative ~ Counsel for personal representative ~r; CIC H Z <III >:;>> ...Z >-11I (I)> ZIII i5~ a.iJ. 1&.0 01- :J:Z ...bI ..Ill: CCI- ILID: 3CC ZD. 011I ::E:g z: o o LU U ZX << 31- o ....11- X"" 0 << 1-11)1- I-lZ LUQLU U :I: ZII::II) <Oil) I- LU I-lLUII) II::UII) LUZ< ::c< Z3Q 1-l0Z ....< 11-.... 0<11) Z LU "0 U....I-l HZI- I-LUU 0:1::;) ZLUQ II)LU I-lQ < 11::11- lL.0 ilL. ,< II) LU 'X < I- ;n <C co I "., co '-' W D. 0=: Ll.. 0 <C )( Q llJ 0 ~ w :z: III I- ~ I :> llJ '" III N III Q Cl Cl I"- :z: Cl Cl Cl <C N N .-I -I I <C I I ~ CO Z CO N W .-I W .-I Cl j:Q I = I ~ .-I ..,. <C .-I .-I ;:) Cl Cl 0=: .-I N l) .-I :J: ... CCIll: ILl ILl I&. AIQ 0 z: 1&.::) ILl OZ ~ .... ... ILl CC ILl ILl ;2: ... ... ...... ~ Z CIC (I) ClCH 0 0 A ILl AI&. f.) CIC tj""') ('1>', \.1 ....z ~ <0 CO :;)... '" Q VI CO I-l ... I >~ ~ I-le ~ !i!~ ::::; .....1-1""44 coD. II-llJ'" O~:~ ::t<EN::I c( ~.cX ~ LLI'-C..... ~i~~ cGl-tQ.% tf) '0 C'\j GI .... ~ .... .pt ~ & GI II:: f) .... C'J C ::l f'f)'-"" 0 & < ~ ! ( ;~.... ") .-I Ci .-I -..~ r-I I"- III r-4 W au <C Ill..... C- wu.. u.. :Z:O l- e, ~ ~ In l/'l....l >- I- :z: 0=: I- 0=: z: ..... W <C z: Q ..... III ....I I"- ....II- ..,. C!) ..... I"- = 33 I') ::c I I I I 0 I t- I I t- I I Z I ILl I z: I i >- , CIC I a. , w I I- III I :;) I ,-41 . ::E: 0 I ILl :r: 'I Ill: l- I') A 0=: .-I I Z III :;) Cl I CIC ....I 0 l"- I ....I U .-I en III ..... A ..I 3 0 Ill: IQ U<C 0 CC u.. C- O >- 0 Q ILl <( z: Ill: a.. 0=: <C UJ W ....I ....I Ill: :=.::: I- 0=: III ::) U III UJ ..... 0 ILl .....= ....I >- :J: C!)Z: 0=: 0 UJ:;)<C Ill: o=:uu 0 IUJ I&. :=.::: CIC Z ::E: 0 H ... Ill: 0 a. Ill: III 3: 0 ..I Z H CIC ... ILl Ill: , I I I 11 I I I I I I , ILl Z H ..I (I) H :J: ... t!) Z 0 ..I <C ... :::;) 0 MARVIN BESHORE Attorney at Law 130 STATE STREET, P.O. BOX 946 HARRISBURG, PA 17108-0946 Email: mbeshore(cV.mblawfirm.com Telephone: (717) 236-0781 Fax: (717) 236-0791 February 3, 2006 VIA HAND DELIVERY Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 ____J ( .~ Re: Estate of Theodore A. Rabena - No. 21-02-1075 Dear Ms. Strasbaugh: Enclosed for payment of Inheritance Tax due is a check drawn on the account of the Estate of Theodore A. Rabena in the amount of$23,256.23. Thank you for your assistance. Very truly yours, Marvin Beshore MB: amb Enclosure cc: Rebecca R. Wagner Executrix of the Estate of Theodore A. Rabena (w/out enc) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1712B-0601 REV-1162 EX(11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WAGNER REBECCA R 409 SOUTH 13TH STREET HARRISBURG, PA 17104 ______n fold ESTATE INFORMATION: SSN: 1 77 -1 6-1 61 9 FILE NUMBER: 2102-1075 DECEDENT NAME: RABENA THEODORE A DATE OF PAYMENT: 02/03/2006 POSTMARK DATE: 02/03/2006 COUNTY: CUMBERLAND DATE OF DEATH: 11/18/2002 NO. CD 006286 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $23,256.23 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: R WAGNER CHECK# 115 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS $23,256.23 GLENDA FARNER STRASBAUGH REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) MARVIN B~SHORE ATT POBOX 946 130 STATE STREET HBG PA 17108 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-21-2006 RABENA 11-18-2002 21 02-1075 CUMBERLAND 101 THEODORE A Allount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax paYllent. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS 4- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF RABENA THEODORE A FILE NO.21 02-1075 ACN 101 DATE 02-21-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED 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: 04-18-2005 PRINCIPAL TAX DUE: 68,220.64 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 02-14-2003 CD002192 2,368.42 45,000.00 02-03-2006 CD006286 2,404.01- 23,256.23 TOTAL TAX CREDIT 68,220.64 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . 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" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) -@ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/09/2006 SMITH WILLIAM T 3747 DERRY STREET HARRISBURG, PA 17111 RE: Estate of RABENA THEODORE A File Number: 2002-01075 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the A]~IENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing :is due by: 11/18/2006 Please feel :free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 11/09/2006 WAGNER REBECCA R 409 SOUTH 13TH STREET HARRISBURG, PA 17104 RE: Estate of RABENA THEODORE A File Number: 2002-01075 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 199:?, the personal representative or his counsel, within two (2) years oi_ the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/18/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counse_1 In Re: Estate of RABENA THEODORE A ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2002-01075 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: WAGNER REBECCA R Counsel for Personal Representative: SMITH WILLIAM T Date of Decedent's Death: 11/18/2002 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 12/6/2006 ~~~ --' Glenda Farner Strasbau h Cle - U.S. Postal Service", CERTIFIED MAILTM RECEIPT (Domestic Mail Only; No Insurance Coverage Provided) Distribution: Personal Representative Counsel for Personal Representative Estate File LI1 ru l"- I:[) I:[) fT1 ....ll ru ) C{f fT1 CJ CJ Return Receipt Fee CJ (Endorsement Required) CJ Restricted Delivery Fee IT" (Endorsement Required) fT1 CJ Total Postage & Fees $ ~ ~'WAGNER REBECCA CJ 409 SOUTH 13TH I"- ~ HARRI SBURG PA C Postage $ Certified Fee \-;} \e \OLD R STREET 17104 ""'u___--,--,-_:--co::.-----;:> ~ In Re: Estate of RABENA THEODORE A ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2002-01075 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: WAGNER REBECCA R Counsel for Personal Representative: SMITH WILLIAM T Date of Decedent's Death: 11/18/2002 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. ~~~ Date: 12/612006 Glenda Farner Strasbaugh Clerl Distribution: Personal Representative Counsel for Personal Representative Estate File ru (Tl I"- cO - - U.S. Postal ServiceTM CERTIFIED MAILM RECEIPT (Domestic Mail Only; No Insurance Coverage Provided) cO (Tl ...n ru Postage $ D~- It) 1S ~. I'd.. <lO d (\6~(e (Tl o o Return Receipt Fee o (Endorsement Required) o Restricted Delivery Fee C- (Endorsement Required) (Tl o Certified Fee -1 Postmark Here 18 \81&0 U' C C I' Total Postage & Fees $ SMITH WILLIAM T 3747 DERRY STREET HARRISBURG PA 17111 - I I I I "III UNITED STATES POSTAL SERVICE c~r.)2 First-Class Mail Postage & Fees Paid USPS Permit No. G-10 · Sender: Please print your name, address, and ZIP+4 in this box · 03.- lD15 aiJ Glenda Fame Strasbaugh ~gister o(Yiilb and Clerk of Orphans' Court ~9unty ~(,iimberland ~e C;<;nffthouse Square t:-arlisfe~ (PA 17013 ):i ,,_LJ ~ u 0:::1: w 0- Il ~I",lll. ~d1ljll i "II I' III! ..I.IIIIIIIIIII/,I'II,I'll . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mail piece. or on the front if space permits. 1. Article Addressed to: COMPLETE THIS SECTION ON DELIVERY SENDER: COMPLETE THIS SECTION ee D. Is delivery address different from item 1? 0 Yes If YES, enter delivery address below:! 0 No ,3M::: ',:'}-:f :;JILLIAM [ ~1-;r,~ "; DERRY STREE'I Hf\.FEI .sImw~; P]'\ 17111 2. Article Number (fransfer' from service label) PS Form 3811. February 2004 ervice Type \{Certified Mall 0 Express Mail IJ -Registered 0 Return Receipt for Merchandise oJ Insured Mail 0 C.O.D. 14._~estrict~ Delive~!Extra Fe~ __ 0 Yes 7005 0390 0003 2638 8732 Domestic Return Receipt i I I i I . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mail piece, or on the front if space permits. 1. Article Addressed to: vJAGNER REBEC'~~A l"\. 409 SOUTH 13fH STREET HARRI SBURG PA 171()4 2. Article Number (Transfer from service /abeQ PS Form 3811, February 2004 ;.. ("-') 3. ~lce T~ <5CJ Certlfled'Mail 0 ~ Mall o Registered 0 Retum Receipt for Merchandise o Insured Mail 0 C.O.D. 4. Restricted Delivery? (Extra Fee) 7005 0390 0003 2638 8725 Domestic Return Receipt Iii 1'1111'11 T I'll il PilI! !I'll Wli II' j lI' Il'lllll'! 11111111 (. rj r.) J t I OL I V d ';}IS~P~J ;}l~nbs ;}SnoqllnoJ ;}UO PU~p;}qlUnJ JO AWnoJ llnoJ .su~qdIOJo }Jl;)l;) P~ sII!MJo l;}lS~~;)lI q~n~qs~llS l;)Ul~d ~PU;)ID ~. SjFPlU( S[\) l-"eO . xoq S!4l U! P+dIZ pUB 'SSclJppB 'aWBU JnOA lU!Jd aSBald :JapUas . O~-8 'oN l!WJed Sdsn Pied sea:! 'S a6elsod I!e\^j ssel~-lSJ!:! 3JI^~3S W.LSOd S3.LV.lS 03.L1Nn WILLIAM T~ SMITH Attorney At Law 3747 Derry Street Harrisburg, PA 17111 (717) 561-2677 FAX (717) 561-2682 December 7, 2006 Glenda Farner Strasbaugh Clerk of the Orphan's Court County of Cumberland One Courthouse Square Carlisle. PA 17013-3387 RE: Estate of Theodore A. Rabena, Deceased No. 2002-01075 Dear Ms. Strasbaugh: I am in receipt of your Notice of Failure to File Status Report for the above-referenced estate, a copy of which I have enclosed for your reference. Please be advised that Ms. Rebecca R. Wagner dismissed me of my services as of December 2004 and I have not represented or done anything for this estate for two (2) years. Therefore, I would be unable to complete and execute the Status Report. Thank you for your attention in this matter. Should you have any questions or concerns, please do not hesitate to contact my office. VD2l:' Z- William T. Smith WTS: slg Enclosure "'> c;:;::, = C7"\ o r:-t n N :t':mo ",-,7" --- co ..... eo ,,",,\.:fl Pa. D.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSVL VANIA Name of Decedent: Theodore A. Rabena Date of Death: December 2, 2002 File Number: 21-02-1075 Pursuant to Pa. a.c. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. Ii] Ves 0 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.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. OVes III 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? ............................... IZ]Ves 0 No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court ~ m~:e ~llaCher:this '[~ December 19, 2006 ! f r\.AJfI'v-.-.; ~ Signature of Person Filing this Form Date , ,:(\r'" ,~, .1 ,:j ::: i'I'~' I !jiQ "I' .!":d,- <,./ ~..., IW;~... >U:f:fiJ Capacity: [JPersonal Representative Ii] Counsel Marvin Beshore, Esquire Name of Person Filing this Form 130 State Street, PO Box 946 Address r tl =(; I4d 6 I J30 gaaz Harrisburg, P A 17108-0946 717-236-0781 "I :'-I'-j,VI .,,' ~- ul_.AJ Telephone Form RW-10 rev. 10.13.06