Loading...
HomeMy WebLinkAbout02-0259PETITION FOR PROBATE and GRANT OF LETTERS also known as To: - ' Register of Wills for the Social Security No. j Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/a~l~-18 years of age21~ older an the executS,x in the last wilt of the above decedent, dated and codicil(s) dated in the named , l~ Zc,~ / (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~n.l/s~d~i~/_//~_~ County, Pennsylvania, with h ~.~ last ~mily or principal residence at P'lE-,FSb to /4 [,/~//~/~t C7.//'4/, ,dt/ff~ {list street, number and muncipality) Decendent, then ~ 7 years of age, died ~C T-O$~'-/X'- Z 5 ~9 Z O0 ! Except as follows, decedent did not m/arry, was not divorced ~nd did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (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: WHEREFORE, petitioner(s) respectfully ~quest(s) the p. robate of the last will and codicil(s) presented herewith and the grant of letters ~(.f ~H/~. e~ 777/~,/¥ theron. (testamentary; admfnistration c.t.a.; administration d.b.n.c.t.a.) OATH OFPERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF :ss 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 represen- tative(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 2 7th day of ~ ~Februarv ,-~2002 Henry A. Budz~ski Presiding Judge- Probate Div. CirC[iit Court of Cook County Estate 0f EARL W ~r , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW M~C~ la~ ?0(37 the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 10-10-2001 described therein be admitted to probate and filed of record aa the last will of EARL,!N REBER and Letters are hereby granted to HET.]~N MARIE TATE ×99~ ~ in consideration of the petition on FEES Probate, Letters, Etc .......... $ 40.00 3.00 Short Certificates(I) .......... $ ~ .e.x~t..r.a...pg..g.e.s.... $ 9.00 - jap $ 5.00 MARCH 13, T2(~q~L $ 57.00 Filed . ca'~led' 'attorney' ~' 3'-'1'3=(3.2. ' ' A .T~TORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE 60:6V fl ~_lt~ ZO. ]05.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~r, ~ ~/ .,/,,";~7. ~_~'/ t Local Registrar P 7 7 4 5 0 4 6 OCT 0 No. ~ Date ,,v 2~,s? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Earl W. Reber ,.male1"187 -- 09 --9229]4.0ct.23o2001 A~(La~ ~W I UNOE" t YE~87 V~. -- ii ~ ~U~"'""--' '~{ .~/,N°v' 27' 1 9 ,m~- ~.'~ O~ ~ ~, ~',~ Reading,PA~ ~=~c~~c~'~ ~ ~NO ~ ~N~STRY ~ E~R~ ~NT'S ~m ~ ~ ,,. ~ylv~ia - ~ ,,,~.~ Up~r ~1~ 974 Walnut Way,~ssi~ Villi ~ ~c~ics~, PA17055-2015 ~ ,, ~rl~d ~.s~c~=.a~, ~ H. R~r .,. Ida ~ ~ltz ~1~ M. Tate ~40 Clausen Ave.,West~ ~rings, ~ 60558 ~~a/~ ~ J.m-013163-L I~. .......................................... i,,.:_.....,___.t.%_?."_-'-.,~ ...... ,., .... ,..,, ..... -, ,~ ,,,.. ,,,.. .,, ,, ..... -,,,.,~ LAST WILL AND TESTAMENT OF EARL W. REBER KNOW ALL MEN BY THESE PRESENTS, That I, EARL W. REBER, of the Township of Upper Allen, County of Cumberland, and Commonwealth of Pennsylvania, do make, publish, and declare this instrument to be my Last Will and Testament, hereby revoking and making void any and all former Wills by me at any time heretofore made. FIRST: I direct the Executrix hereof to pay all my just debts, funeral expenses and costs of administration as soon as conveniently may be done after my death. I further direct the Executrix hereof to pay all inheritance, estate, transfer and succession taxes which may be levied or assessed upon any property which is included as part of my gross estate for the purpose of any such tax. SECOND:I give, devise and bequeath unto my wife, HELEN M. REBER, rest, residue and remainder of my estate, realty and personalty, howsoever designated wheresoever situate provided that she is living on the thirtieth (30th) day after the date of my death. THIRD: In the event that my wife, HELEN M. REBER, does not survive me or does not survive by the said period of thirty (30) days, then in that event, I give, devise and bequeath all the rest, residue and remainder of my estate as follows: 1. One-tenth (1/10) share to Bible Baptist Church in Shiremanstown; 2. One-tenth (1/10) share to Child Evangelism Fellowship, Inc. of Cumberland County. -1- 3. My grandson David W. Tate. 4. My granddaughter Cherie Tate-Sullivan 5. Remainder to my daughter, HELEN MARIE TATE, per sfirpes. FOURTH: I appoint my wife, HELEN M. REBER, to be Executrix of this my Last Will and Testament. I do hereby give to the Executrix hereof full power, discretion and authority at any time or times to sell, at private or public sale, mortgage, lease, pledge, exchange or otherwise deal with or dispose of the property comprising my estate as deemed best, to settle and compound any and all claims in favor of or against my estate as deemed best and, for any of the foregoing purposes, to make, execute and deliver any and all deeds, mortgages, contracts, leases, bills of sale or other instruments necessary or desirable therefore. FIFTH: In the event my wife, HELEN M. REBER, fails or refuses for any reason to serve as Executrix of this my Last Will and Testament, then in that event I appoint my Daughter, HELEN MARIE TATE, as Executrix of this my Last Will and Testament. LASTLY: I direct that no fiduciary appointed by this, my Last Will and Testament, shall be required to give bond and that if, notwithstanding this direction, any bond is required by any law, statute or rule of court, no surety shall be required thereon. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of three (3) typewritten pages on the margin of which (except this page) I have affixed my initials this//_)'~th day of October, A.D. 2001. -2- Signed, sealed, published and declared by, the above-named Testator, as and for his Last Will and Testament, in the presence of us, and each of us, who at his request, and in his presence, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. -3- County of Cumberland Commonwealth of Pennsylvania ACKNOWLEDGMENT AND AFFIDAVIT We, EARL W. REBER, the testator, and the undersigned witnesses to the Will, the attached or foregoing instrument, having been qualified according to law do depose and say: (a)that I, the testator, do hereby acknowledge that I signed the instrument as my Will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b)that we, the witnesses, were present and saw the testator sign the instrument as his last Will, that he signed it willingly and as his free and voluntary act for purposes therein expressed; that each of us in the hearing and sight of the testator signed the Will as a witness and that to the best of our knowledge the testator was at that time 1'8 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed before me by EARL W. REBER, testator, and Beth Myers and Amy Knauer, witnesses, this//t)/%th day of October, 2001. ~=~'~ W. Reb~r By: Davi~W. Kn~' Attorney I.D. #21582 eth M~'ers ",~nael Byerl. / ' '-(~ ~ -4- Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Date of Death: To the Register: I certify that notice of (beneficial Interest) estate administration required by Rule 5 6(al of the n,-.,~,. ~, · · . , ,.,.~,.m,~ Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on ~ - /~ - W-L.. Narn~ Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: 3 - / ~ '-' 0 7_---- / Signature Name Address Capacity: _ Personal Representative ~nsel for personal representative /'7050 REV - lEO0 EX + (~1~0) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT, 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECE-DENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Reber, Earl W DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 10/23/2001 11/27/1913 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LASTi'~IRST AND MIDDLE INITIAL) Reber, Helen M ~. original Return [] 2. Supplemental Return---- [] 4. Limited Estate [] [] 6. Decedent Died Testate (Attach copy [] of Will) [] 9. Received [] IAME Thomas J. Ahrens FIRM NAME ~ f ado icab e) ] Ahrens Law Offices, P.C. IELEPHONE NUMBER 717/697-1800 / 7-- FILE2MN~COiI ....... 2002 00259 YEAR NUMBER SOCIAL SECURITY NUMBER 187-09-9229 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE . R_EGISTER~OF_W!LLS SOCIAL SECURITY NUMBER ] 3, Remainder Return (date of death prior to 12-13-82) 4a. Future Interest Compromise (date of death after [] 5. Federal Estate Tax Return Required 12-12-82) 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes copy of Trust) -- 10, Spousal Poverty Credit (date of death between [] 1 1. Election to tax under Sec. 9113(A) (Attach Sch O) 12-31-91 COMPLETE MAILING ADDRESS 5521 Carlisle Fike Mechanicsburg, PA 17055 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) None (2) None (3) None (4) None (5) 6,612.30 None None 8,721.87 (8) (11) 6,612.30 8,721.87 insolvent (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) ....... 16. Amount of Line 14 taxable at lineal rate x .045 (16) 17.Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .'15 (18) 19. Tax Due (19) Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) D"ecedent's Complete Address: ISTREET ADDRESS 974 Walnut Way I' Mechanicsburg STATE PA (zip 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 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. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 0.00 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 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 ....................................................................................................... d. receive the promise for life of either oayments benef ts or c ? ..................... r , are ..... If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate cons derat on'~ 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 des ~nat on? 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 pre__pare[ other_than the per~sgnal representative is based on all information of which pre__parent, has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS -- - - Western Springs, iL 60558 SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE §ibN-ATUR-E OF PREISA~R OTHE~ TH,~,N REPRESENTATIVE ADDRESS DATE 5521 Carlisle Pike Mechanicsburg, PA 17055 DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. {}9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not 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 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 twenty-one years of age or younger at death to or for the use of a natural parent, an adopt ve 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. §9116 1.2) [72 P.S. {}9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the 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. COMMONWF-ALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Reber, Earl W SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 - 2002 - 00259 Include the proceeds 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 F. ITEM NUMBER DESCRIPTION Return of automobile insurance premium VALUE AT DATE OF DEATH 218.10 2 3 4 5 Check from Aflac 1996 Saturn Stationwagon - Bill of sale attached Check from Aflac Check from Prudential Financial 556.00 3,500.00 1,485.00 853.20 TOTAL (Also enter on Line 5, Recapitulation) 6,612.30 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Reber, Earl W FILE NUMBER 21 - 2002 - 00259 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION ....... AMOUNT A. FUNERAL EXPENSES: Musselman Funeral Home, Inc. Rolling Green Cemetery Company ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attorney's Fees Ahrens Law Offices, P.C. -- Thomas J. Ahrens Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Helen M Reber Street Address 974 Walnut Way City Mechanicsburg State Relationship of Claimant to Decedent Spouse Probate Fees Cumberland County. PA Zip 17055 Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs PA Inheritance Tax filing fee Executrix notice in The Sentinel Total of Continuation Schedule(s) 4,099.00 250.00 650.00 3,500.00 57.00 10.00 80.87 75.00 TOTAL (Also enter on line 9, Reca~ .... 8,~22-1.8~ ~. · COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Schedule H Funeral Expenses & Administrative Costs continued Reber, Earl W I FILE NUMBER ............ I 21 - 2002 - 00259 Executrix notice in the Cumberland County Law Journal Page 2 of Schedule H 75.00 ~,, BUREAU OF ZNDZVZDUAL TAXES 'rNHERZTAHCE TAX DTVZSTON DEPT. 280601 HARRISBURG, PA 17128-0601 COHHONNEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX THOHAS J AHRENS AHRENS LAN OFFICES 5521 CARLISLE PIKE HECHANXCSBURG DATE 05-27-2002 ESTATE OF REBER DATE OF DEATH 10-23-2001 FILE NUHBER 21 02-0259 C,~0~pTY CUHeERLANO ACN 101 PA 17055 Amoun'l: Rom1 t'lced I REV-1547 EX AFP C01-OZ) EARL HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGISTER OF WTLLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF REBER EARL NFZLE NO. 21 02-0259 ACN 101 DATE 05-27-Z007 TAX RETURN #AS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATION COHCERNZNG FUTURE INTEREST - SEE REVERS=. APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es*ate (Schedule A) (1) 2. Stocks end Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Zntorost (Schedule C) ($) 4. Hortgagos/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) ($) 6. Jo/ntly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTZONS AND EXEHPTZONS: 9. Funeral Expenses/Adm. Costs/H/sc. Expenses (Schedule H) (9) 10. Debts/Hortgage L/eb/1/t/es/Liens (Schedule Z) (10) 11. Total Deductions 6/612.30 .00 .00 NOTE: To insuro proper · O0 cred/t to your account, .00 sube/t the upper port/on .00 of th/s form with your tax payment. .00 (8) 8,721.87 12. 15. 14. NOTE: ASSESSHENT OF TAX: 1.6. Amount of L/ne 14 mt Spousal rate 16. Amount of L/no 14 taxable at L/heal/Class A rate 17. Amount of Line 14 et Sibling rate 18. Amount of Line 14 ~mxable 19. Princ/pal Tax Duo TAX CREDITS: PAYffENT RECETP1 DTSCOUNT DATE NUHBER /NTEREST/PEN PA/D (-) .00 (11) 6,612.30 No~ Value of Tax Return (12) Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) Not Value of Estate Subject to Tax (14) :Zf an assess.ant was issued previously, lines 1~, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. 8.72].87 2,109.57- ZF PAID AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATION OF ADDZT/ONAL INTEREST. .00 .00 .00 .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THZS FORH FOR ZNSTRUCTZONS.) TO?AL TAX CREDIT BALANCE OF TAX DUE XNTEREST AND PEN. TOTAL DUE AHOUNT PAXD .00 2,109.57- 18 and 19 will (1.6) .00 x O0 = .00 (16) .00 x 0~5 = .00 (17) .00 x 12 = .00 (lB). .00 x 15 = .00 (19)= . O0 STATUS REPORT UNDER RULE 6.12 Name of Decedent Date of DeatlJ: Estate Number: Pursuant to Rule 6.12 of the Supreme Court Orl)haus' Court Rules, ! report the following with respect to completion of the administration of the above-captioned est:itc: 1. State whetiner administratiou of tine estate is complete: Yes t/ No 2. If tine aoswer is No, state wlneu the personal represeutative reasonably believes tlJat the administration will be complete: 3. If tine auswer to No. I is Yes, state the following: A. Did tlJe i)ersoual representative file a formal final account with thc corn-t? Yes No ~ Date: Capacity: B. Did tine perso~Jal represent:ntive state an account informally to the parties in interest'! Yes ~ No C. Did the persoual representative file approvals of the account, receipts, joi~Jdet's aud releases witln the Clerk of Orphans' Court? Yes No ""/' D. Did tine i)ersonal represeutative complete final distributiou? Yes '/~ No Personal Represeutative ~ Counsel for Personal ~ :~ Reprcscutative Signature Name (l'le_ase .type or p~'i~lt) Address Telephone Number 17aSo