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HomeMy WebLinkAbout03-0776 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of ~'t:T f17'/~/ N ~<~a ~>~ltQ. No. also known as To: Register of Wills for the . Deceased. County of Cumberland in the Social Security No. ~ ~ ~ ~ /~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl ~ for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in h~ last f~ily~inc~pal residence at (list street, number and municipality) Decendent, then ~g ye~s of age, died ~ ~~, atMessiah V~] ] Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania situated as follows: Petitioner after a proper search ha s ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: Name ., Re_lationship, _ __ Residence ~ THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. ,.~© ~° /7-/66-/ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF C,lrnl~r] ~n0 The petitioner(s) above-named swear(s) or affirm(s)that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this_ 24th __day of ~ ~ept~mber , r~ . llttx 2003J _~___ Donna M. Otto,lst De utyvteReg-~r 21-2003-776 NO. Estate of Joan H, soho. r , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW ':.'Seot-~_mhor 9~4-h lot ?{30Ba consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that NeZson A. Sober is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to No1 son A_Sober in the estate of Joap H_ Sober Donna M'.Regio°tt~°(~il'l~t Deputy FEES Letters of Administration ..... $ 200.0 Q Short Certificates(1 ) .......... $--~ A~Og~Y (Sup. Ct. I.D. No.) ~~ ..JCP .......... $ 10.00 TOTAL ~ $~ ADD.SS F~ted ~9~m~¢~..;.~h A.D. , pHONE Ma~Zed ~ette=s to This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as l.ocal 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 ~ ~~. /~.'7 ~ ~'~"~,.~,~.~ Local Registrar P 9 5 0 6 2 9 2 AUG g 0 2003 No. ~ Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH t. Joan Sober 12. female :;5 -- 24 -- 1300 t'- August 17, 2003 '° '"' I = t ~ h. ]929 I,. Glasgow, PA I~;: ....... WASDECEO~mO~H,SJ:~,CO~C? Cumberland l- Upper AtZen ~p. I- '//~~ u~¢~ le .... Homemaker ,b. Domestic ,2. ~3. <O'2) (14~.) Married Nelson A. Sober ~ uAJ~ ~ ~.c,~.. ~,. z~c~ ]~cE~m.s Pennsylvania ,~.~ yN.~m Monroe 299 Stumpsto~ Road - Mechanicsburg, PA 17055 ~,~ ,m.c~m Cumberland '~ ,~.~ ~,~_ John Henry Ho~er ,,. Irene Richardson 299 Stumosto~ Road. Mechanicsbure. PA 17055 _ ~H~ ~ ~S~SIT~N D~E ~ ~S~T~N l P~E ~ DI~T~N - ~ ot Celled, C~em~ ~ a~o~ ~ 21, 2003 ate HillMennonite Cemetery a~ower Allen ~p. , PA 17011 IuA~EmoA~<'u~Parthemore FH'& CS, Inc. ,,~. FS 012 849 L ,,~.O. Box 431, New Cumberland~ PA 17070-0431 ~) ,~ 2~.~ ~ ~ ~ ~ lo~E ~o~NcEo DEAD ~,,. Oa~. ~,~,~ I~S CASE na~EnREO ~ ....... q5 ~I,,. ~/ 7/I ~oo ~ [~. On,~...~, .... ,..,,o..~,~., .... ,,.,,o..,..,o.,.,o..,..,~ ....... ,.,,~.,,~.., ...... ,,, ...... ,,u.,o,, ...... ,.,.., ~ ~.~~ ~.~ 21-2003-776 STONE, LAFAVER & SHEKLETSKI ~ ............. A PROFESSIONAL CORPORATION ATTORNEYS ~~ 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name ~-:,~ I'3ecedent' Joan H. Sober [}~te~.._--~ 8eath: August i7, 200q~ ';~. ~ i ~ N ,::). ~2 1. - O 3 - 8 '7 7 6 ±,:., the Register: i cersify that notice of beneficial interest required by Rule 5.6 {a) ef the Orphans' Court rules was served on or mailed to -he iellowing beneficiaries of the above captiened estate on February ]2, 2 4 Cur~is Sober Jennifer L. Setlak 32i Stumpstewn Road 497 Ouaq,iaga Road Hechanicsburg, PA 11055 Colesville, NY 13787 Kenneth L. Sober Nelson A. Sober 5t~ ~ .. .. baplLol Hill Road 299 Stumpstewn Road , 0.~5 Diilsburg, PA 17019 Mechanicsburg, PA i~ ~ Notice has new been given te all persons entit, let thereto under Rule 5.6{a) . D~vid H. ~}o.~e,~ Esquire 414 Bridge Street New Cumberland, PA 17070 717-774-1435 Capacity: Persenal Representative ~:~ "()"~, ~'~.S:~ :ziL.~I~{i X Counsel for Personal Lit<' ~ ' ;{ "'~ Representative II est\mis\JSOBERdisclaim IN RE: ESTATE OF JOAN H. SOBER, : IN THE COURT OF COMMON PLEAS OF LATE OF MECHANICSBURG, : CUMBERLAND COUNTY, PENNSYLVANIA CUMBERLAND COUNTY, : ORPHANS' COURT DIVISION PENNSYLVANIA, DECEASED : : NO. 21-03-0776 DISCLAIMER UNDER 20 PA C.S.A. §6201 I, NELSON A. SOBER, one of the heirs of JOAN H. SOBER, late of Mechanicsburg, Cumberland County, Pennsylvania, hereby exercise the rights granted to me in Chapter 62 of the Probate, Estates and Fidu- ciaries Code, 20 PA C.S.A. ~6201-6107, and I hereby disclaim and renounce any and all of my right, title and interest which I may have under the Estate of Joan H. Sober in the J. H. HOMMER FAMILY PARTNER- SHIP in favor of my children, KENNETH NELSON SOBER, JENIFER L. SETLAK, and CURTIS LEIGH SOBER. IN WITNESS WHEREOF and intending to be legally bound hereby, and intending that this disclaimer and renunciation shall be filed of record in the Office of the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, as provided in 20 PA C.S.A. ~6204 (a), I have hereunto set my hand and searches , ,~~ (SEAL) / COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF CUMBERLAND : On this, the /~ day of ~ , 2004, before me the undersigned officer, a Notary Public, personally appeared NELSON A. SOBER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal the day and year first above written. Notary PublE--' I_ NOTARIAL SEAL ! Y,,AYF. R. IUCK~, Nol~ Public Ne'~ Cumb~r{a~d Bore, Curr~lar~ Co, !~0 EX (6-00) OFFICfAL USE ONLY COMMONWEALTH OF REV-1 500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN F,LE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT al -- 20o3 077~ COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST. FIRST. AND MIDDL~ INITIAL) SOCIAL SECURITY NUMBER Sober Joan H DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 095 -24 - 13 00 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE I 8/17/2003 r 12/21/1929 REGISTER OF WILLS /(iF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I SOCIAL SECURITY NUMBER ~,]elson A. Sober [ 182-22-5598 X/ 1.OriginalReturn L~ 2. SupplemontalRotum I I 3 RomainderReturn(Oateofdeathpd .... 12-13-8 ~ -I Limited Estate ~ 4a. Future Interest Compromise /date of death after 12-12-82) ~ ~ 5. Federal Estate Tax Return Required {Attach copy of b~Jql) [ . 7. Decedeet Maintained a Living Trust (Attach copy of Trust) -- 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received 10. Spousal Povert~¢ Credit flare ell death betweer, 12-3191 and 1195) 11. Election to tax under Sec. 9113lA) (*~a,:h S,.h THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS !David H. Stone, Esquire 414 Bridge SZreet FIRM NAME (If Applicable) New Cumdserland, PA 17070 ~Eone LaFaver & ShekleEski TELEPHONE NUMBER 717-774-7435 1 8 7 53 5 1. Real Estate (Schedule A) (1) ' :~ OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 100 000 3. Closely Held Corporation. Partnership or Sole-Proprietorship (3) 4 ~ 4 8 3 4. Mortgages & Notes Receivable (Schedule D) (4) 0 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 208 904 6. Jointly Owned Property (Schedule F) 0 (6) [~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 11 , 984 (Schedule e or L) 8. Total Gross Assets (total Lines 1-7) (8) 550 , 906 9. Funeral Expenses a Administrative Costs (Schedule H) (9) 17, 171 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) {10) 0 1. Total Deductions(total Lines 9 & 10) (11) 17 171 12. Net Value of Estate (LJne S minus Line l l ) (12) 533 735 13. Charitable and Governmental Bequests/Sec 91 13 Trusts for which an election to tax has not been made (Schedule J) (13) 4 7 9, 2 6 8 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 5 4 , 4 6 7 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line14 taxable at the spousal tax 11 984 00(15) rate, or transfers under Sec. 9116 (a)(1.2) ' x .0 0. 42,484 45 (16) 1, 912 16. Amount of Line 14 taxable at lineal rate x.O 17. Amount of Line 14 taxable at sibling rate 0 0 x .12 (17) 18. Amount of Line 14 taxable at collateral rate 0 x.15 (18) 0 9. Tax Due (19) 1, 912 >> BE SURETO ANSWER ALL QUESI'IONS ON REVERSE SIDE AND:RECHECK MATH <:< :' ~ASPXXNUMBER D, ecedent's Complete Address: [-STREET ADDRESS J 299 S~umps~own Rd. t Cumberland C©unty CITY STATE ZIP Hechani c sburg PA 170 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 1,912 2. Credits/Payments A. Spousal Poverty Credit 0 B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty(D+ E) (3) 0 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1, 912 A. Enter the interest on the tax due. (SA) 0 B. Enter the total of Line 5 + 5A This is the BALANCE DUE. (5B) 1,912 Make Check Payable to: REGISTER QF 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 right to designate who shall use the property transferred or its income; ......... c. retain a reversionary interest; or ................................ E~] d. receive the promise for life of either payments, benefits or care? ................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ [] IF THE ANSWER 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 pr~rer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE ~'~PERS~N RESPONSJBLE_EOR FILINGJ;~T~ DATE 2yg/Stum_p_%town Rd, M~cha~icsburg, PA 17055 t'7~ I1 I l li I 414 Bri~%~/ New ~umberland, PA 17070 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.5.§ 9910 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. § 91 t 6 (a) ( 1.1 ) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are sti~l applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenb/-one years of age or younger at death to or for the use of a natural parent, an adoptive 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 decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. § 9110( 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 decedent'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. HASPXXNUMBER REV-] ~02EX - (1-97) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Joan H. Sober 21 2003 0776 All real property owned solely or as a tenant in COlllnlon iTlust be reported at fair nlarket value. Fair market value is defined as the price at which property would be exchang~ 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 wi1 right of survivorship must be disclosed on Schedule F, ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1. Property located at ll01 Bridg_= St., New Cumberland, .Cumberland County, PA at assessed value 102,610 times CLS 1.05 for a Eotal of $107, 740.50 107, 741 2 Property located at 4 Springers Lane, Fairview Township, York County, PA an assessed value 68,200 times CLR 1. 17 for a ~otal ef $79,794 79,794 TOTAL (Also enter on line 1, Recapitulation) $ 1 8 7,5 3 5 HASPXXNUMBER (If more space is needed, insert additional sheets of the same size) REV-1503 EX * (1-97) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BON DS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Joan H. Sober 21 2003 0776 All properly jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM I VALUE AT DATE NUMBER DESCRIPTION OF DEATH · Kooman & Assoc.-4 shs. Nuveen insd Divid Adv Preferred Mun steck, 8-15 and 8-18-03 value $!00,000 100,000 TOTAL (Also enter on line 2, Recapitulation) $ 100, 000 HASPXXNUMBER (If more space is needed, insert additional sheets of the same size) ~EV-1504 EX + 11-97) SCHEDULE C COMMONWEALTH OF PENNSYLVANIA CLOSELY-HELD CORPORATION, INHERITANCE TAX RETURN PARTNERSHIP or SOLE-PROPRIETORSHIP RESIDENT DECEDENT ESTATE OF FILE NUMBER ~loan H. Sober 21 2003 0776 Schedule 6-t or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM VALUE AT NUMBER DESCRIPTION DATE OF DEATH 1. One-Eighth share of a Family Par!nership consis~_ng ef one Checkin? Acc~. ($4, 933 . 04) and one Savings Acc~. {$136,609.97) at SEI and property wi~h a ~o~al ef 1,27~.8 acres leca~ed in Reed Township, Cambria County, PA wi~h a ~o~al assessed value cf 31,530 ~imes CLR of 6.29 fer $198,323.70 fer a ~o~al value of ~he Family Partnership ef $339,866.71 42,483 TOTAL (Also enter on line 3, Recapitulation) $ 4 2, 4 8 3 HASPXXNUMBER (If more space is needed, insert additional sheets of the same size) F~EV-1508 EX * SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANI( DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF Joan H. Sober FILE NUMBER 21 2003 0176 Include the }roceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH 1. Kooman & Assoc.-Discover Ban}: Greenwood De No FDIC CerEificaEe of Deposit Z 3.65% due 6-14-04 8-15 and 8-18-03 value $101,817.92 101 818 2 Koeman & Assec.-HeriEage TrusE Heney Harket Fund 8-15-03 and 18-18-03 value $7,085.94 7, 086 3 Keoman & Assoc.-Merrick Bank SouEh Jordan Ut R Tx, Ph Hember FDIC Cer~iflcaEe ~ 3.2% due 12-12-03 8-15 and 8-18-03 value $100,000 100 000 TOTAL (Also enter on line 5. Recapitulation) HASPXXNUMBER (If more space is needed, insert additional sheets of the same size) REV 1510 EX * (1-97) SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURNMISC, NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF Joan H. Sober FILE NUMBER 21 2003 0776 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY % OF INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DATE OF D LATH DECD'S EXCLUSION NUMBER DECEDENT AND THE DATE OF TRANSFER ATTACH A COPY OF THE TAXABLE VALUE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (~F APPLICABLE1 1. David Oulbrandson-S£gnat or ~ Financial Network-IP_% account, ! beneficiarl/ is Nelson A. Sober, surviving spouse 11, 984 100.000 i 0 11,984 TOTAL(AIsc enter on line 7, Recapitulation) $ 11,984 (If more space is needed, insert additional sheets of same size.) HASPXXNUMBER REt,/ 1511 EX * (]-97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & ~NHE~T^NCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Joan H. Sober 21 2003 0726 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Par~hemore Funeral Home funeral expenses 9,574 B ADMINISTRATIVE COSTS: 1 Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) - Street Address City State__ Zip Year(s) Commission Paid: 2. Attorney Fees 3,500 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3 , 500 Claimant Nelson A. Sober Street Address 299 Stumpstown Rd City HechaTlicsburg State PA Zip 17055 Relationship of Claimant to Decedent SURVTVING SPOUSE 4. Probate Fees 2?-3 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Cumberland Law Journal-adv. grant ef letters 75 2 Reserve for closing expenses 200 3 The Patriot News Co.-adver~is±ng grant of letters 109 TOTAL (Also enter on line 9, Recapitulation) $ 1'7, 1 7 1 HASP)(.XNUMBER (If more space is needed, insert additional sheets of same size) REVal, 513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Joan H Sober 21 2003 776 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trusteels) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Jennifer Lee Setlak 497 Ouaquaga Rd. Binghamton, NY 13904 General Bequests: 14,162 laughter 14,'162 2 Curtis Leigh Sober 321 Stumpstown Rd. Mechanicsburg, PA 17055 General Bequests: 14,161 ~on 14,161 Total from continuation pages 26,145 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEE' II. NONTAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. Assets listed on Schedules A-E ($496,439) less Administra~±ve expenses ($17,171) 479,268 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 4 7 9,2 6 8 HASPXXNUM~3ER (If more space is needed, insert additional sheets of the same size) Schedule J part 1 (Page 2 Estate of: Joan H. Sober Item No. Description Relation Amount 3 Kenneth Nelson Sober 531 Capitol Hill Rd. Dillsburg, PA 17019 General BequesTs: 14,161 Son 14,161 4 Nelson Al Sober 299 Stumpstown Rd. Mechanicsburg, PA 17055 David Gulbrandson-Signator Financial NeTwork-IRA accounT, beneficiary is Nelson A. Sober, surviving spouse Inventory Value: 11,984 Surviving Spouse 11,984 Total {Carry forward to main schedule) 0 York County Assessment Report Window Page 1 of 1 27000RF0048A000000 SOBER JOAN H 4 SPRINGERS LN F-'roperty Location . 4 SPRINGERS LN Acreaoe - .330 Land Class - 101 Book/Page - 0889-0628 C!ea,q/Green Status - Assessment Date Land: 24480 Buii(!ir~g: 43720 :~- ~¢taI-68200 'x- I- ! '1 - Close Print Window I Print Repot[ http://207.140.67.68/york/report.asp?p=27000RF0048A000000 5/6/2004 Ii re\ded\j-sober.3nc\k\5-94 THIS DEED MADE THE day of in the year of our Lord one thousand nine hundred ninety-four (1994). BETWEEN NELSON A. SOBER and JOA~ H. SOBER, husband and wife, Grantors, and JOAN H. SOBER, Grantee, WITNESSETH, that in consideration of ONE AND NO/100 ($1.00) --Dollars, in hand paid, the receipt whereof is hereby acknowledged, the said Grantors do hereby grant and convey to the said Grantee, her heirs and assigns, ALL THAT CERTAIN piece, parcel or tract of land situate in Fairview Township, York County, Commonwealth of Pennsylvania, more particularly bounded and described as follows: BEGINNING at a point in the Turnpike northern right-of-way line, which is normal to and 100 feet distant in a northerly direction from Turnpike center line station 191 + 88.5; thence along other lands of George W. and Lillian Mae Brinton of which this is a portion North 41° 40' 30" East, 122.00 feet to a property corner in the roadbed of Township Road No. 970; thence along other Brinton lands in the roadbed of Township Road No. 970 South 52° 34' 30" East, 229.99 feet; thence along other Brinton lands South 53° 10' 30" West, 48.33 feet to a point in the Turnpike northern right-of-way, which is normal to and 100 feet distant in a northerly direction from Turnpike center line station 194 + 26.58; thence along the Turnpike northern right-of-way line North 70° 58' 30" West, 238.08 feet to a point and the place of BEGINNING. CONTAINING 0.43 acre more or less. Feb 12 04 !2:$~p Tuco Electnonics 71757988~79 p. 1 FAX 32? Stumpstown Road Mechanicsburg, PA ? 7055 Phone 717-796-6578 Fax 717-796-6579 cu~sober~aol corn To: GeraldJ Shekletski and David Stone Fr; Cu~:s Sober Fax: 717-774-3869 Date: 2/12/04 # Of Pages' 2 including cover letter Message: Dear Gerald, I am sending the following for my father Nelson A. Sober and the estate of John H. Sober, deceased This is the amount of money in the two accounts of the family partnership at S£1. The beginning of the month, August 2003 there was a total of $134,047.99 in the account and at the end of the same month the total in the two accounts was $141,543.01. Joan pot[ion of this is 1/~t''h, (one r'~t~) of this money as written in the family trust documents that I sent to you yesterday. .. ~,:!ik;,., , If you lnave any questions, please let me know, or you can contact my father Nelson Sober at 717-790-0202. Curtis SOber 71 7-796-6578 curtsober@aol.com Subj: Aug 2003 acct balances Date: 2/11/04 8:41:56 PM Eastern Standard Time TO: 'J~' .o:':q,': &ii:: cr ~'1 C Sent fi'om the Internet ~ ~:,: ,~,,'1, ~ U Cuff, Here are the SEI account balances for the beginning and end of August: O Let me know if this table does not come across OK in the email. Doug o Thursday, };'ebl-ual~, I'~ 2004 America, Online: (_:u~L,;(,t~e~ J.H. Hommer Family P. artnership Properties October 8, 2003 Property Nbr Assessment Map # on Map Acres Number Deed Zoned Building 49-003 104.000 73.9 4911 60 1617 / 322 Agr. 49-003 110.000 0.5 491264 1617 / 322 Comm. 49-003 125.000 29.0 490355 49-003 147.000 4.0 491099 1617 / 322 Resid. 49-003 148.000 55.0 490384 1617 / 322 Agr. 49-003 149.000 55.0 490265 1617 / 32~, Agr. 49-003 152.001 5.3 492055 1617 / 322 Resid. RR Shed 49-004 108.000 4.0 491297 1617/322; Resid. 49-008 144.000 60.0: 490003 1131 / 0910 Agr. 49-003 134.000 112.9 491450 1103/0671 Agr. Barn 49-004 106.000 876.2 490468 1103 / 0671 Agr. As of date of death of Joan Sober total 1,275.8 17-Aug-03 Feb 11 04 1i:24a Twco ~]ectmon~cs 71757988579 p.3 AMENDED PARTNERSHIP AGREEMENT JANE LOUISE HOMMER RENSHAW, JOHN DOUGLAS RENSHAW, SANDRA LEE RENS½AW ROBISON, JOANN CAROL RENSHAW, JOAN ELIZA HOMMER SOBER, CURTIS LEIGH SOBER, JENNIFER LEE SETLAK, and KENNETH NELSON SOBER, each individually hereinafter referred to as a PARTNER and all collectively hereinafter referred to as the PARTNERS. NOW, THEREFORE, in consideration of the within undertakings, and intending to be legally bound, each PARTNER hereby mutually agrees with even./ other PARTNER in the following particulars: 1. The PARTNERS voluntarily associate together as general PARTNERS for the purpose of investing in, managing and selling real estate and real estate interests for profit and for such o'ther purposes as may from time to time be satisfactory to the PARTNERS. 2. The name of the Partnershipshal be theJ. H. HOMMERFAMILY PARTNERSHIP. 3. The Partnership shall commence ~mmediately (in continuation of a Partnership established on January 3, 1983, all as is more fully detailed in paragraph 15 below) and shall continue indefinitely unless by mutual agreement, or otherwise by law, terminated. 4. The principal place of business of the Padnership shall be in Glasgow, Reade Township, Cambria County, Pennsylvania. Veb 11 04 11:25a Twco Electmonic$ ?175798857~ p. q 5. The PARTNERS shall capitalize the Partnership by contributing, for this purpose, the assets more fully enumerated on Schedule A, attached hereto and made a part hereof, and the PARTNERS shall thereafter contribute additionai capital, if any, to the Partnership, as necessary and as determined by the then Manager or Co-Managers of the Partnership. 6. Except as otherwise provided herein, no PARTNER shall withdraw any portion of the capital of the Partnership without the express, mutual consents of all of the other PARTNERS. 7. The PARTNERS wili each have a capital interest in the Partnership and the PARTNERS will each share the profits and losses of the Partnership, as well as all capital distributions from the Partnership in accordance with the following percentages: JANE LOUISE HOMMER RENSHAW 12 ?~ % JOHN DOUGLAS RENSHAW 12 ~/2 % SANDRA LEE RENSHAW ROBISON 12 ½ % JOANN CAROL RENSHAW 12 ½ % JOAN ELIZA HOMN'1ER SOBER 12 ~'z % CURTIS LEIGH SOBER 12 ~'~ % JENNIFER LEE SETLAK t2 7'z % KENNETH NELSON SOBER 12 7'2 % 100 °/6 8. Accurate books of account, kept on a cash basis and in accordance with generally accepted accounting principles, shall be maintained at all times at the principal place of business of the Partnership and at all times during the continuance of the Partnership and shall be open for examination by any of the PARTNERS at any time. 2 Feb 11 04 11:258 Tuco Electronics 9. The fiscal year of tlne Partnership shall end on the thirty-first day of December of each year. 10. A compete accounting of the Partnership affairs as of the close of business on the thirty-first day of December of each year shall be rendered to each of the PARTNERS within thirty days thereafter. Except as to errors discovered within thirty days after its rendition, each such accounting shall be final and conclusive as to each of the PARTNERS. Additionally, Form 1065, U.S. Partnership Return of Income, shall be prepared and flied, in a timely manner, for each year of the continuance of the Partnership. 11. Control of the Partnership and all of its affairs shall be in each of the PARTNERS who will each have equal rights in this regard. In order to simplify the management of the Partnership, however, the PARTNERS hereby designate John Douglas Renshaw and Curtis Leigh Sober as Co-Managers of the Partnership, · with equal authority, until such time as the PARTNERS designate a new Co- Manager or new Co-Managers of the Partnership by a vote of not less than sixty (60%) in capital interest. The Co-Managers of the Partnership shall have the fullest authority to take any and all actions for or on behalf of the Partnership to the same extent a sole proprietor would be permitted to act for or on behalf of his sole proprietorship business, provided that each such action taken for or on behalf of the Partnership would be that action characteristically taken by a business person exercising prudent and sound business judgment under similar circumstances and further provided that each such action shall be done in a Feb__l t_ 04 11:25a T~co Electnonics 717S788~578 p.~ representative fiduciary capacity and subject to the laws of the Commonwealth of Pennsylvania relative to the same. This authority shall include, but shall not be fimited to, the full right and power in the Co-Managers of the Partnership to give deeds, mortgages, leases, rights-of-way, timber sale agreements, or any other , interest of, in or to any Partnership real estate, with this AMENDED PARTNERSHIP AGREEMENT to constitute a full and complete limited durable Power of Attorney in the Co-Managers of the Partnership for any of these purposes, this Power of Attorney thus not being affected by the temporary or permanent disability of any PARTNER. 12. None of the PARTNER'S interest hereunder shall be assignable during his or her life, by gift, sale, or otherwise, nor transferable at his or her death, by Will, intestacy, or otherwise, unless the assignee or assignees or transferee or transferees is or are members of the natural bloodline of John H. Hommer, who died on September 7, 1985, a resident of Glasgow, Reade Township, Cambria County, Pennsylvania. This restriction shall, however, terminate one minute before it would otherwise become ineffective by virtue of the Pennsylvania Rule Against Perpetuities that would apply to this Amended Partnership Agreement, thus rendering the remainder of this Amended Partnership Agreement in continued full force and effect. 13. Any of the PARTNERS may withdraw from the Partnership at any time by giving the other PARTNERS one month's notice of his or her intention to do so, Feb 11 04 unless such withdrawal is by a valid and total assignment in accordance with Paragraph 12 above. 14. Upon the withdrawal or death of any of the PAR}NERS, without there being a valid and total assignment or transfer in accordance with Paragraph 12 above, the books of account of the Partnership shall be closed and the withdrawing PARTNER, or the deceased PARTNER'S estate, shall be entitled to the following: A. A final cash distribution to be determined by the then Co-k,'lanagers of the Partnership, the amount of which cash distribution shall not exceed the post-closing balance in the withdrawing or deceased PAR-I-NER'S capital account, and B. An amount, designated as the "buy-out value", to be set annually by a majority of all of the PARTNERS, on an objective basis giving due consideration to the percentages of capital interest designated in Paragraph 7 above, and recorded in writing on January 2 of each year. The amount in "A" above shall be payable in full not later than the first day of the fourth month following the month of withdrawal or death. The amount in "B" above shall be payable at time and in amounts convenient to the payor or payors, but said sum must be paid in full in not more than twenty (20) years from the date of withdrawal or death together with interest at the then current minimal rate acceptable for Federal income tax purposes. Additionally, the payor or payors of -~. ,Ceb 1 ! 04 l]:2~a T~co Electronics ?175796857~ p 8 the amount, in "B" above~ and the resultant purchaser or purchasers, may be the Sartnershipitsetforanyone°rac°mbinati°n of the PARTNERS In no event, aowever, shall the resultant purchaser, or any of tt~e resultant purchasers, be omeone other than a member of the natural bloodline of the aforesaid John H. Hommer. subject, however, to Paragraph 12 above. Except as herein provided there shall be no other amounts due a withdrawn PARTNER, or any deceased PARTNER'S estate, by the Partnership generally or by any of the other PARTNERS specifically. 15_ This AMENDED PARTNERSHIP AGREEMENT is a continuation of that PARTNERSHIP AGREEMENT among John Henry Hommer, Jr., a/k/a John H. Hommer, Jr., et al., bearing date the 3ro of January~ 1983. The estate of the said John H. Hommer, Jr. hereby joins in this AMENDED PARTNERSHIP iREEMENT and Joan Soi~er, a/k/a Joan Eliza Hommer Sober, and Jane Renshaw, a/k/a Jane louise Hommer Renshaw, execute this AMENDED _PARTNERSHIP AGREEMENT, so as to effectuate the Last Wilt and Testament of the said John H. Hommer, Jr. under circumstances as they currently exist and to effectuate the resignation of Jane Louise Hommer Renshaw as Manager of the Partnership. 16. This AMENDED PARTNERSHIP AGREEMENT contains the sole and only agreement of the PARTNERS relating to their Partnership. Any prior agreements, promises, negotiations or representations not expressly set forth in the Amended Partnership Agreement are of no force or effect. ~co Electronics ?]75788657~ mis AMENDED PARTNERSHIP AGREEMENT shall be binding upon =-..TNERS as well as their respective heirs, administrators, executors, ~nd assigns. ~_SS our hands and seals this 1st day of January. 2002. (SEAL) JANE LOUISE HOMIER RENSHAW 9G~N DOUGLA~ RENSHAW / ('~c.':.P/t~C-,z~-.'~' ..~ Jl :~.../:.,.~ ,~:~z.< /~,~,~:L~..:,.~ .,' i~cn.~._:,.':-,~: SEAL SANDRA LEE RENSHAW ROBISON -- J~kmH CA~L R~NSHAW /~A~ ELI~ HOMIER SOBER -"~ ~~ C ~-- (SEAL) //- /x CURTISLEIGH SOBER // /..~ ~,_~, ~ ~ (SEAL) . ~. ., ~ENNIF~R LE~ S~TLAKm, KENNETH NEL~ SOBER Feb 1 1 ©~_1 i:2Ga T~co Electromlcs ?iV~FgGGS?~ p 1 0 JOINDER The estate of John H. Hommer. Jr. hereby joins in this AMENDED PARTNERSHIP AGREEMENT to effectuate the Last Will and Testament of the said John H. Hommer, Jr. under circumstances as they currently exist. ESTATE OF JOHN H. HOMblER, JR. BY: (SEAL) Thomas A. Swope III, Administrator d.b.n.c.t.a. Feb 11 04 11:268 YUco Eleozronics 7175796~579 J. H. HOMMER FAMILY PARYNERSHIP SCHEDULE A 1. All real estate more fully described in a deed attached hereto and made a part hereof. 2. Checking account in U. S. National Bank in the approximate amount of S7,800.o0 3. Investment in ISI Financial Group, Inc in the approximate amount of $19,000.00 4. Receivable from Jon Sandy Hommer in the approximate amount of S7,000.00. - ~,.~ ~ Certificates of 100.000 Men-ick Ba~$ South Jordan Ut K Tx. Oh tO( iX' 190/)(1'.(0 32.4 Member Fdic Certificate ~._00 ,,) Due 12- l 2 03 [00,000 Discover Bank Greenwood De No Fdic 101.82 [01,817.92 33.0 Certificate Of Deposit Se 3.650% Due 06-14-04 201,817.92 65.3 TOTAL PORTFOLIO 308,903.86 100.0 Securities Offer(,( l~xclusive!y Through kepml Prepared by RAYMOND JAMES FINANCIAl_. SERVICES, INC Amy L Delauter Member N&gD/SIPC 517 _OGAN 13OULEVARD IAKEMONT · A Jl'OC)iXA PA 1660;? . 814.941.4800.S, 00.,tl2_ ~' q I_~.':,~ o FAX 814.9,11 :i807 ,, kooman corn .-:~,, ,..' :_ £.. ::.'::~,'. .... =u F.X)((8!4) 9z l This el~a~ranic communication lr~n~missmn c~ins m~fia~ b~lanunB ~ R~:~and~ ' J~m~s Financial Servicas~ l:c., ~d ~aam~n ~ As:aai~, l~c., wh(ah (s aonBd~n~i~l. The m:a~lia: is in~endad ~nl~ :ar lha usa o~h~ ~ddmss~ ~m~d ~ov~. ~ou ~r~ na~ ~ intended r~cipJe~l, you :m her~b~ notified lh:~ ~:y disoJasure, :~pyi~B~ dis~rib~fian ~r olher use a~ th~ Raymond James Financial Services, Inc. Member NAS D/SIPC Office 65T - Speed Dial 6061 ','-he b~alance on Joa,n ,Saber's iPvq on August 17 2003 was :31 '1 ,?ease ealt if you need additional info~ma'tion. David C, Gulbrandsen Da~.'id C. Gu Ihrandscn Rc~'isrcr~x'~ Repre~'t~,~,tlve/~'~q~:unttm t~r~ through ln~Jran~ pr,x'l,,,':~ ,',f(e~d thr,.,ugh Sikmator 1605 No=h ~ C~ ~ule~rd, Suire 610 [.il~ [nsurmce C~pany. ~s[nn. MA 0'21 Allentown. {% 18 [~, fi l O.E20.t~fifl Page 1 of l Detailed Results for Parcel 26~23-0541-262. in the 2000 Tax Assessment Database DistrictNo 26 Parcel_ID 26-23-0541-262. MapSuffix HouseNo 1101 Direction Street BKIDGE STREET Ownerl SOBER, JOAN H O~vner2 PropType RA PropDesc & 11TH STREET LivArea 1976 CurLandVal 13500 Cu rImpVal 89110 CurVotVal 102610 CurPrefVai Acreage 0.1 CIGrnStat TaxEx 1 SaleAmt 1 SaleMo 5 SaleDa 1 SaleCe 19 SaleYr 94 DeedBkPage 00105-00226 YearBIt 1830 ~HF File Date HF_Approval_Status http ://taxdb.ccpa.net/details.asp?id=2 6-23_0541-262. &dbselect=0 5/6/2004 ,i re\ded\j-sober.lnc\k\5-94 THIS DEED MADE THE ~ '"" day of ' : in the year of our Lord one thousand nine hundred ninety-four (1994). BETWEEN NELSON A. SOBER and JOAN H. SOBER, husband and wife, Grantors, and JOAN H. SOBER, Grantee, WITNESSETH, that in consideration of ONE AND NO/100 ($1.00) -Dollars, in hand paid, the receipt whereof is hereby acknowledged, the said Grantors do hereby grant and convey to the said Grantee, her heirs and assigns, ALL THAT CERTAIN house and lot of ground situate in the Borough of New Cumberland, Cumberland County, Pennsylvania, more particularly bounded and described as follows: BEGINNING at the corner of Bridge and Eleventh (formerly William) Streets, having a frontage on Bridge of 40.36 feet, and running back on Eleventh (formerly William) Street 110 feet, and designated and known as Lot No. 121 in a certain Plan of Lots called ELKWOOD, sur- veyed for the Wood, Harman Real Estate Association by George Roberts, Civil engineer, which is duly filed among the records in the Office of the Clerk of Courts and Recorder for Cumberland County, in Deed Book M, Volume 5, Page 498. HAVING THEREON ERECTED a dwelling house known and numbered as 1101 Bridge Street. BEING the same premises which Walter N. Eley and Lavina B. Eley, husband and wife, by deed dated January 31, 1975, and recorded January 31, 1975, in the Office of the Recorder of Deeds of Cumberland County in Deed Book Y, Volume 25, Page 49, granted and conveyed unto Nelson A. Sober and Joan H. Sober, husband and wife, Grantors herein. This is a conveyance between husband and wife to wife and is exempt from all realty transfer taxes. AND the said Grantors hereby covenant and agree that they will warrant specially the property hereby conveyed. -2- IN WITNESS WHEREOF, said Grantors have hereunto set their hands and seals the day and year first above written. Signed, Sealed, and Delivered : in the Presence of : : JOAN H. SOBER CO~ONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF CUMBERL~D : On this, the 'i~ A,. day of .' ~ ' "i , 1994, before me the undersigned officer, a Notary Publ'ic, personally appeared NELSON A. SOBER and JOAN H. SOBER, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal the day and year first above written. ~tary Public ~~ 228 I do hereby certify that the precise residence and complete post office address of the within named Grantee is: COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF CUMBERLAND : RECORDED on this i'll-day of i:, ~... 1994, in the Recorder's Office of the said County, in Deed Book .~--"~ , Volume , Page ,~,-.~ . . Given under my hand and the seal of the said office, the date above written. ., Recorder. -4- Inventory of the real and personal estate of Joan H. Sober deceased Joan H. Sober Estate Inventory Valued as of Date of Death Face Value Cash & Cash Equivalents Kooman & Assoc.-Discover Ban}: Greenwood De No FDiC Certificate of Deposit @ 3.65% due 6-14-04 - 8-15 and 8-18-03 value $101, 817.92 $ 101,817.92 Keeman & Assoc.-Heritage Trust Money Market Fund 8-15-03 and 8-18-03 value $7,085. 94 7,085.94 Kooman & Assoc.-Herrick Bank South Jordan Ut R Tx, Ph Member FDIC Certificate @ 3.2% due 12-12-03 8-15 and 8-18-03 value $100,000 100,000.00 Total Cash & Cash Equivalents $ 208,903.~6 No. of Shares Stocks One-Eighth share .of a Family ..,. ' Partnership consisting of one ¥~ Checking Acct. ($4,933.04) and one Savincs Acc~ L ($136,609.97) a~ SEI and property wi~h a total of I 1,275.8 acres located in Reed Township, Cambria County, PA with a total assessed value of 31,530 times CLR of 6.29 for $198,323.70 for a total value of the Femi!y Partnership of $339,866.7! $ 42,483.33 Total Stocks 42,483.33 Par Value Bonds, Debentures & T-Bills Kooman & Assoc.-4 shs. Nuveen Insd Divid Adv Preferred Mun stock, 8-15 and 8-18-03 value $100,000 $ 100,000.00 Total Bonds, Debentures & T-Bills lOO,OO( .oo COMMONWEALTH O~ ?ENNSYLVANIA ss: be[nc_ duly ~sworn accora[ng fO taw, deposes and says fha+ he £s the Ad_m__i_qistra~_n~__ of fhe Esfafe oF Joan H. Sober la~e o~ ~echsnicsburg Boroough _~ Cum6et[ana Counfy, Pa., ~ecense~ aha fHaf f~e w[+~in is an [nven+ary ma~e 5y ~_~ A._~ , fhe sa~ Administrator of fhe enf[re esfafe af said decedenf, consisf[n9 of alt fhe personal property and real esfafe, excepf real esfafe oufside fhe Commonweaffh cf ?ennsylvania. and fhaf +he figures opposife each if em of fhe Invenfory represenf ff's fair value as of fhe dale of :~ec~dsnf's deafh. and subscribedoetare me, 19 299 B~Um~S~ow~ ~. HechanLesb~g, ~A ~7055 Addres~ 17 08 2003 D~y Monfh Year INSTRUCT]O,hlS !. .A.n invenfory musf be flied wifhin fhree monfhs offer appoinfmen+ of personal represenfafive. 2. A. suppJeme~f ~nvenfary musf be filed wifhin fhirfy days of discovery of add[fional assefs. ~a,t,cna :he?s may be as - , af~acnea fo personally or really ¢. See Arf[c~e [V, ~duc[aries A, cf of 1949. COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004008 SOBER NELSON A 299 STUMPSTOWN ROAD MECHANICSBURG, PA 17055 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ foJd .......... - ....... 101 $1,912.00 ESTATE INFORMATION: SSN: 095-24-1300 FILE NUMBER: 2103-0776 DECEDENT NAME: SOBER JOAN H DATE OF PAYMENT: 06/04/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/17/2003 TOTAL AMOUNT PAID' $1,912.00 REMARKS: CHECK# 223 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS 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 NO. CD 004007 SHEKLETSKI GERALD J ESQ P O BOX E NEW CUMBERLAND, PA 17070 ACN ASSESSMENT AMOUNT CONTROL ........ ,o,d NUMBER 101 I $4,465.13 ESTATE INFORMATION: SSN: 577-01-4752 FILE NUMBER: 2103-0902 DECEDENT NAME: REED ROBIN E DATE OF PAYMENT: 06/04/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/17/2003 TOTAL AMOUNT PAID: $4,465.13 REMARKS: CHECK//1 OO2 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS CONNONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DZ¥ZSZON NOTICE OF ZNHERZTANCE TAX PO BOX ZS06Ol APPRAISEMENT, ALLONANCE OR DZSALLONANCE HARRISBURg, PA 17128-0601 OF DEDUCTIONS AND ASSESSNENT OF TAX DATE 11-29-200q ESTATE OF SOBER JOAN H DATE OF DEATH 08-17-Z005 FZLE NUNBER Z! 05-0776 DAVID H STONE ESQ '0~ '.!~,~ -*:J ~.~ :?2 COUNTY CUHBERLAND - ACN 101 STONE ETAL Amount Remitted I qlq BRIDGE ST I NEW CUNBERLAND PA 17~7~ NAKE CHECK PAYABLE AND RENZT PAYNENT TO= REGISTER OF WILLS CUNBERLAND CO COURT HOUSE CARLISLE~ PA 17015 CUT ALONG THIS L/NE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF SOBER JOAN H FILE NO. Z! 03-0776 ACN 101 DATE 11-29-200~ TAX RETURN HAS: { X) ACCEPTED AS FILED { ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 187~555 00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 100;000 O0 credit to your account, $. Closely Held Stock/Partnership Interest (Schedule C) ($) ~1~8~.00 submit the upper portion q. Mortgages/Notes Receivable (Schedule D) (q) 00 of this form with your S. Cash/Bank Deposits~Misc. Personal Property (Schedule E) (S) 208/90q.00 tax payment. 6. Jointly Owned Property (Schedule F) (6) O0 7. Transfers (Schedule G) (7) 1~;98~ O0 B. Total Assets (8) 550,906.00 APPROVED DEDUCTIONS AND EXENPTZONS: 17,171.00 9. Funeral Expenses/Adm. Costs/M1sc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liabilltles/Liens (Schedule I) (10) .00 11. Total Deductions (11) ]7. ~7]. 12. Net Value of Tax Return (12) 555,755.00 13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) q79,268.00 lq. Net Value of Estate SubSect to Tax (lq) 5q,q67.00 NOTE: Z~ an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 ~11 reflect ~igures that include the total of ALL returns assessed to date. ASSESSNENT OF TAX: 1;. Amount of Line lq at Spousal rate (15) 11,98q.00 X O0 = .00 16. Amount of L/ne lq taxable at Lineal~Class A rata (16) qZ,q8q. O0 X Oq5 = 1,912.00 17. Amount of L/ne lq at S/bling rata (17) .00 X 12 = .00 18. Amount of L/ne lq taxable at Collateral/Class B rata (18) .00 X 15 = .00 19. Principal Tax Due (19)= 1,91~.00 TAX CREDITS: PAYMENT RECEIPI D~SCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-0~-200~ CDOOqO08 .00 1,912.00 BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-05-200q TOTAL TAX CREDIT I 1,912.00 BALANCE OF TAX DUEl .00 INTEREST AND PEN. $.79 TOTAL DUE :5.79 ~ ZF PAID AFTER DATE INDICATED, SEE REVERSE ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REI~UZRED. d---~/~- FOR CALCULATION OF ADDITIONAL INTEREST. I'F TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on er befora December 1Z, 19BI -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any astate for life or for years, the Commonwealth hereby expressly reserves the right to appraisa and assess transfer Inheritance Taxes at tha laaful Class B (collateral) rate on any such future interest. PURPOSE DF NOTICE: To fulfill the requirements of Section Il40 of the Inharitance end Estate Tax Act, Act 25 of ZOO0. (7Z P.S. Section 9140). PAYNENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILLS, AGENT REFUND (CR): A ra~und 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-1513). Applications ara available online at www.revenue.state.ea.us, any Register of Hills or Revenue District Office, or from the Department's Z4-hour answering service for forms orders: 1-800-36Z-ZOSO~ services for taxpayers with special hearing and/or speaking needs: 1-800-447-30Z0 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraismant, allowance or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within 60 days of the date of receipt of this notica by filing one of the follawlng: A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at www.boardofappeals.stata.pa.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 Ravenue, Board of Appeals P.O. Box ZBlOZI, Harrisburg, PA 17128-1021. Petitions may net ba faxed. B)Election to have the matter determined at the audit of the account of the personal representative. ADNIN- C) Appeal to the Orphans' Court. ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-iS01) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the dacedent's death, a riva percent (SI) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on tha total of the tax and interest assessed, and not paid before January 18, 1996, tho first day after tho end of the tax amnesty period. This non-participation penalty is appealable in the soma manner and in the tha same time period es you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and Dna (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on end after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by fha PA Department of Revenue. The applicable interest rates for 19BE through 2004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rata Factor ~ ZOZ .000548 ~)'~-8-1991 IIZ .000301 ~ 9Z .000Z47 1983 162 .000438 1992 92 .000247 200Z 62 .000164 1984 X1Z .O0030X 1993-1994 72 .000192 2003 SZ .000137 1985 132 .000356 1995-1998 92 .000247 2004 42 .000110 1986 iOZ .000Z74 1999 7Z .O00lgZ 1987 102 .000274 ZOO0 72 .00019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUBBER OF DAYS DEL/NQUBNT X DA/L¥ 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 aust be calculated. PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004737 STONE ET AL 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 $3.79 F ! ESTATE INFORMATION: $SN: 095 241300 [NUMBER: 2103-0776 DEC~AME: SOBER JOAN H ~ DATE OF PAYMENT: 12/15/2004 POSTMARK DATE: 12/15/2004 COUNTY: CUMBERLAND D--'~TE ~FF DEATH: 08/17/2003 TOTAL AMOUNT PAID: $3.79 REMARKS: STONE ET AL CHECK# 40803 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INOmw'l{:~~~'fr'('r: (Jr. INHERITANCE TAX DI,YH;I...QN. -....'. .' ,__ ."-,,..- <".,' PO BOX Z80601 I"; ,". . ':" HARRISBURG PA 17128':0601 " . ' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-liD7 Ell AFP 112-a~l 2005 JMJ 24 il'\L; ilf 8: 21 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-10-2005 SOBER 08-17-2003 21 03-0776 CUMBERLAND 101 JOAN H CU:J~i< OF OrPC:I-',i.0J',~ (,,~'i i,PT !I", L, " 1 _,' -.-,1../-.,): \1 DAVllli'JiS'TOtlE ,ESQ STONE ETAL 414 BRIDGE ST NEW CUMBERLAND PA 17070 Allount Rellitted 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, subllit the upper portion of this forI! with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ~~:r&~,r.~5r.A~~..r~l~~!l........;.."fA~!~elr"fA5r.~fl"r!A~.b1r.Ael:60~...ii...................... ESTATE OF SOBER JOAN H FILE NO. 21 03-0776 ACN 101 DATE 01-10-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHEO ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-29-2004 PRINCIPAL TAX DUE:. 1,912.00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-04-2004 CD004008 .00 1,912.00 12-15-2004 CD004737 3.79- 3.79 TOTAL TAX CREDIT 1,912.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $l~ NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) S"L ~ Register of Wills of Cumberland County Date of Death: STATUS REPORT UNDER RULE 6.12 d~I1IV II" 5&JJ3ef?- &/17 )03 ;;? O&~ ~ 0 t!J 7 ??:> Name of Decedent: Estate No.: Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, 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: Yes 0 No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 5,'><: ~\.-... 3. If the answer to No.1 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. (ifany) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of fonnal or infomlal accounts may be filed with the Clerk of the Orphans' c:z:urt and ay be /. attached to thIs report." W b/5 .~ ~ Date: D. tJ .~ A. ,-c;o~1L \.D c') Name = LL' (_:J G- C.t c.:.) l,/"':~ t:,~: :' C""J c-' (~ . Cy ;Zf'f~1UItIP.s-ttJcV Iv" f{) ~(f//9J\i16gw!f- Add~ess :;,!. I J 06.5 '}ll-7fo -02-02- Telephone No. - .- o C," LL.I L_J O.~ C',. ' C) , . Cor (.~) _.J Go.,,: Capacity: EJ. Personal Representative o Counsel for personal representative ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/27/2005 SOBER NELSON A 299 STUMPSTOWN ROAD MECHANICSBURG, PA 17055 RE: Estate of SOBER JOAN H File Number: 2003-00776 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: 8/17/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, Jg~~LAj Jk~ GLENDA FA}U~ER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 SOBER NELSON A 299 STUMPSTOWN ROAD MECHANICSBURG, PA 17055 RE: Estate of SOBER JOAN H File Number: 2003-00776 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, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 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: 8/17/2006 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, ~~;L - . /l // Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ In Re: Estate of SOBER JOAN H ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00776 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: SOBER NELSON A Counsel for Personal Representative: Date of Decedent's Death: 8/17/2003 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: 8/29/2006 I ~,$ "'. /J /, L.fa:' ,,#; Pi" / "/I') C A"f-r-- . "7.'~' , t/'1J'j~~, v~'t.1A: )<,j4t4t'1.;~:-i/ . j /~1A#''t4'-li'-< ' / l"- S ru o Glenda Farner Strasbaugh Clerk of the Orphans' Court 'esentative 0- m .JJ ru m o o o o u- rn o lr.I~~~ q \ \ \ cV O~() lIlt Lll o o I"- oj ~J ..... Complete items 1, 2. aild 3. Also complete item 4 if Restricted D€" very is desired. . Print your name a1' . 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: SOBER NELSON A 299 STUMPSTOWN ROAD MECHANICSBURG PA 17055 3. ~rvlce Type Certified Mall Registered D Insured Mail D Express Mail ~ Return Receipt for Merchandise tf C.O.D. 4. Restricted Delivery? (Extra Fee) DYes PS Form 3811, February 2004 2. Article Number 70 0 5 0 3 9 0 00 0 3 26 3 9 02 4 7 (Transfer from service label) _____." ___. ~.I>..tlli_....4.__ Domestic Return Receipt 102595-02-M-1540 ~ I; I; ; \ \ \; ;; ;; ; II III \ Ii\! I; ; IIi; i II i i! \\ Il II ill;; i \! !;; I \! \ Ii " ~ ~ . . . . . '" . . . . . . . . . . . . . . . . t I OL I V d ';;lIs~PB:) glBnbs Jsnoql1no:) ;;lUO ~ " pUB pJ qrnn:) JO AlUnO:) ,,"/'} C"") ?j~ ~~~.mO~slmqd.r.Q1l!:>Il;;lD pUB SIEMJO l;;llS~~b'8. + :,;' x: 58' q~nBqSB1lS 1::m1Bd BPUJID 6 I L- a.. LL... 0 -, (....) 000 ,,-., t() J':'%cmq.- (Jl LL -<t;Q I t.n2~ .I , 0... d 1: tic " . I..U o~ ;-;.! ;..'.,')(0q S!4~~ P+dl~~ 'SS8Jpp8 '8W8U mo!; lU!1d 8S881d :J8pU8S . O~-8 'oN 1!WJ8~ SdSn I Pled S88::1 'S' a5e)SOd l!eV'J ssel:)-), ~\:'J 3:JIAtE3S lV.LSOd S3J.V.LS 03.L1Nn Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 '\al11e of Decedent: /' /I A /' ........ ,:) Ii /v' ;1, .S ~)Be!2-. Date of Death: B /17/f)_? , blate No.: '2uc- ,'.:; [-[ '77~ Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: ] . State whether administration of the estate is complete: Yes ~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration wil1 be complete: 3. [fthe answer to No. I is Yes, state the following: a, Did the personal representative file a final account with the Court? Yes JXl 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 1\1/ No 0 {bIte .3 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 r /, I attached to this report. ,,~,. '/::,/'4" . 1/t;!/ I:> -:-;;/:..#~ / / 1/. (./ . ~ t$lgnature ~Q /- ~c /J/ r;d/.!-"t:J/V LLQC OUr- ~rJ""\::':"'-" a:'::''''~'P UJ :Z:' " d~E o:cc Q~ <.) ::c a.. /) . .-., " /1,/' ",:J.Yi ,__, ~ c"..,. ,,-'- :J' '-- r- I 0- W en -.Q c;:;;::> <= ~ Name . .'\- , -; /;)/.:;!/) / if /l/j'/} 1/' U. ).v ;/' /./ ,. , "-.,' j .....~ L'/') Address .~).;, '1, // of/A' ,h ') / I-J;./ [) /...:- .;/ '7 t / IV - , , --1',___ / Telephone No. . "// J -- ?~/ L-- - ,[2. 6:;~.. Capacity: 0' Personal Representative o Counsel for personal representative I / J LJ I'> f../ (,,' f/ /'-' ~ ,) (In I (1 J hc--, ;; ?/ / i j." L(? ;!vrK (i 1\') -yh .e :!)I!? IJ AJ eel I :~? H;J jle Kpt tll ;/e J f Rt'lfi .5 e k' J fL ell .~L /,,:) f h ' " tv' I II (YiY (Iv l}f'ftj2 /vle f; i v Ie fe' f<l/)!(j t .tJA; }Jot Be AN . S ~./ tL {/ ;'0'1 7}t'lr)z, t ~ft0~110{1 (