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HomeMy WebLinkAbout02-0733PETITION FOR PROBATE and GRANT OF LETTERS Estate of L.~ sr`~-~- ~' G~~-zyv~ No. al-C~c~. -'13 3 also known as To: Deceased. Social Security No. f~>!3 - ~ -- <~ ~~-S Register of tlls for the County of ~~~<.-~~.~ ~ in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut4 2 S named in the last will of the above decedent, dated -~~ ~~~ ~L=~~ ~ , 19~,~ and codicil(s) dated [-'G~ih~~?~. l~~s'f~?? (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~1 ~ ~~ ~~'"' °L County, Pennsylvania, with h_w last family o'r pf 1~'.cipal resid nce at ~3G~ C-~ ~' ~e% e~~ur s'Lc: ~ (list street, number and muncipality) at Decendent, then ~~ years of age, died S7` ~~ 2, Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: ~~=^~'~= 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 request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters 7`G~' ~~~" ~'zh (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. U ~ j '/~ C ~ \` .b .... /~ J~ 1 T ~~/S 12-G.-L /V ~ , C..'~,7~" f~Ci GJ ~ C -~J' ( Z+i1/~„'_ b.°_ 3G CL G ~3T ~a ~w 7 ~ cd K oq OATH OF PERSONAL .REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF C-~,,,-, ~-~~~ d 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 \ ~9 `~` ~ c., befol'e me this 15th day of C~ ~ ~- ~= `T~ '~ °q~ Au ust. ~ 2002 - ~ a a -- % 7~r~-iy No. 21 - oo -~~~ Estate of .~ ~~ ~r~ ~ ~ ~YEL~~ ~~ ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW August 15th p9x 20Q~ consideration of the petition on the reverse side hereof, satisfactory proof having been presen.r°d before me, IT IS DECREED that the instrument(s) dated_ C od is i 1 12 / 18 / 9 8 AND W i 119 / 18 / 19 9 6 described therein be admitted to probate and filed of record as the last will of Lester K. Evelhoch and Letters `testamentary are hereby granted to Lola J . Khizner & Carlin L. Evelhoch FEES Probate, Letters, Etc. ......... ~ 18 .00 Short Certificates( 3) .......... ~ 9 .00 Renunciation ................ ~ Codicil ~ 10.50 x-Pages (3)TOTAL 5-~00 Filed .Augush.l5.,..200?..$....51_50. ~~ i. ~~~ ~~ ~~~ Register of Wills ,,~~ ATTORNEY (Sup. Ct. I.D. No.) C=~Zl.1S L~.~DDRESS '~ ~ ~ ~ PHONE CALL A`i'IORNEY DANTELS ON 8/15/2002 his is to certify that yhe 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, 52.00 ~' 8482563 No. Local Registrar AUG ~ 2002 Date H105.'aJ qev 2Je7 COMMONWEALTH Of PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NT NT IK STATE FRE NUMBER NAME OF DECEDENT IFUSr. M~ane.l y ,. ~2S Q2 ~(. VII f~C~~ SEx ~. n/l._ SOCIAL SECURITY NUMBER x.I~'D -1~ - (0?~5 DAFE OF OEATH,MgnN. Oev. Tarl .. ~ S~ ~,,20d~ AGEILas B~reaay) UNDERtYFiaR UNOERILAY GATE OF BIRTH BIRTHPUCE (Cay and PUCE OF DEATHICne tlrodY me--see rname:larn On poor ab•I MOnm1 • Daya 1/dlra . MmAM 'Homo. OaY. ~2erl stelae FCregn CPawyl HOSPITAL: OTHER: 8Z vrs. 24 191 t Se Plainfield PA r InPelianl ^ ER/OulPSlism U DOA ^ Hom~ Rsad•nu ^ SpecMl ^ ~ ! • , . ~ p T , w COVNTY OF pEATH CITY, BORO. TWP OF OEATN FACILfTY NAME Ilr nnl inR~Nlion, qrw slreM and numbers WAS pECEDENT OF HISPANIC ORIGIN7 RACE ~ Amercan Indian, BIecA, LVnae. etc. No ® Yaf ^ If yea. apecM Cuban. ISpecM) ~ Cumberland C ~li l t P rk He Fore lth C t r ; °"'~"'P"°"°"k'"•«` Whit E,. ,°, ac s e s a a en ,,. e ,,. e DECEDENT'S USVAL OCCUPQION KIMJ OF &151NESS)INDUSTRY WAS DECEDENT EVERIN DECEDENT'S EDUCATION MARITAL STATUS-Horned SURVIVING SPOUSE IGive Andd worts done pnry nbat U.S.ARMED FORCES7 S r ttnl n a Cps led Newr Marrisd, W'bowad. Itt wee. qrw maroon nanrol of rd.awp Nfe: oo ref vea relerd.) Y°s vT ~^ Cv Elam•mary(S«onaary CoNega Diw.csa (Slxcrtyl ' ,,.. Supervisor ,(,. Government I7. 17. ID 12) (I .arS.l la. 1!. DECEDENT'S MAILING ADDRESS (Slreer,CMnwn, 5laze, Z'p Cxtel DECEDENT'S L~I lT lJ(1 Y nl lN em North Mit7r31 t nn PA a w 730 Eds Rd• y p. ea, c e e a ACTUAL 17a. Slala Db mp, RESIDENCE d«ed°M Carlisle Pa 17013 jSeBi"°'""""' "y°"' , ,.. do purer vde, ,Tly. ce,In Cumberland lownanipi 11°^.nnin°s. ~Nn~s of cMreore. FISHER'S NAME IF•R. Mbdla. La91 MOTHER'S NAME IFn st, Mbtllg. Maiden Surname) 1E. Hen A. Evelhoch ,!. Sarah Ya INFORMANT'S NAME (FypdPmn I NFORMANT'S MAILING ADDRESS ISMeeI.DM/Town, Stale, Zip Codel xq,. Marlin Evelhoch xp,, 730 Eas Rd. Carlisle Pa 17013 METHOD OF (NSPOSITIO N DATE OF DISPOSITION PUCE OF DISPOSITION-Noma Ol Cam•1try. CremalOry LOCATION •Glryrtown, Slat°. Z'O Cdde Fy Bun.I L'J cr.malim^ Remo+az lrom SRq^ IM°^'n. DsG YlaN o<a""°'«° Mt Holly Springs Du,.terr^ Gn.rlSO«M ^ Aug. 6, 2002 . ' SIGN E FF LSERVN:ELK: ~ RPE AS SUCH LICENSE NUMBER NAME ANDAODR- OFFAGILITY ROt Hera ome ' n. ::s. 010343 L :xe. 219 N. Hanover St. , Carlisle, PA 17013 CompNee ma x7at onry wnan unlFy;rg thn tMHdmy arawledge, deem occurred al fns Lima, dale and price Haled. LICENSE NUMBER DATE SIGNED - plryaicwl h r1o1 avNlab4lt nme of Natn to ' unM ullae a ann. (' ra and Tab) f r x I } ( / Mmm. Day. Yeazl ~' d a ~ ~ Cr( I ~<Q vlti hil.C ~t1lf ~ xa,Y. vlOlOc~ ~-- V S l OCoL- xx. Hama N-2B m~atMCgnpleted °Y P«son r,m PmrarKa.. da.m. T1MEr DEATH DATE PRO OUNCE DEAD an. Day, vesrl a WAS CASE REFERRED Tp MEDICAL EXAMINEIUCORONERT ^ ~ x,. Pf-YV~. M b va x!. Ay ~s~ 1 lb W xe. ». Mar 1: Enbr ms disaas•s, injwies or comOlkalarownicn rausedlne death. Do rat enterlMmove Ol ig,a«naace discor resPiraforyarresl. slope Or Head lauw•. IAppoaimeu PART 11: Olney aignrnoMCOrdlYOru comridahp to deem, but Liat d^H oM cause on aanJl one. I Intaryal lMlwaan rat rewnMq'rn tn• unMdylnq tluae given n PART I. t- arum srre aatn I IMMEDIATE CAME (F+W p/I I ;li a p eesaea corb on /j/L ~ ,!, rearlvgndeetnl--~ ° L - - • DVE TO TOR ASAC DNS EO N OF): UE s.ewxwly IM ednailione °. ' carry. I•apngmimmedieta DUE Ip (OR ASA DONSEOVENCE OFl: I rauM. Emw UNDERLYING - CAUSE IOiseaeaavMAy c. • riot rMialed eyarrla DUE TO (OfTASACONSEOUENCE OFl: reraleq n dMln) UST ~ a. Y.A.S AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF UEATH DATE OF INJURY TIME OF INJURY INJURY AT WppKi DESCRIBE HOW INJVRY OCCURRED. PERFORMEDi AMAILABLE PRKM TO / (Mpnm. pay. Yaz) COMPLETION OF CAVSE d l/ ^ N l l H i i OF DEATH7 G d wp a om c de Yea ^ No^ Aceidem ^ PeMirrq lnwellgatbn ^ qa M toe Ba xoa Ks ^ No Vas ^ No ^ ~I Sukids ^ Could not M determined IJ . . . . PUCE OF INJURY . At Mma, farm, elreeL facto. , Doke . LOCATION ISlrea. CMR . Stale) puilMrp, stc.lSpxrlvt xa, 300. x!. Joe. ]b. CERTIFIER fCMd OriY a+el IGNATURE AND TITLE OF CERTIFIER 'CERi1FY1NG PNYSIGAN fpnyyc,an cazWyrrrq cause d death -,Men ananer pnysc~an Has poraurcetl dean and canpeleO Item 2JI ~~. AJ ~ Te BIe Mal ei my ararNdge, deals occurred rive to In. eeuse(a nd m•nn« a• stated .................. ........ ......... ... 1. ............... (i ~ re. Y ~ ~ ~f ' LICENSE NV ER r GATE SIGN D( y, Yba a '-RONOUNCINO AND CERTIFYING PHYSICIAN IPnyyc,an MM yOnounnnq tlealn and cMUyng 10 Cause of deals) F J~ /~ TetM M«el my krgwl.dgw, d°atn otcurr°d at rn.llm•,date. and plat., and due to tM Cau°els)aM menn<r as sta,W .......................... ^ L 21e. OI V - xld. t/ :: - - NAME ANO AOORES$OF PERSON WHO COMPLETEq~AUSE QF E N Olen 2Tl Typa ar Print i Otl~i'V ~/l / l • •MED,CAL E%AMINER/CORONER , }T r { ~. ~- ~ // ~ r,TR,M ~asN o/ eaamine,fdn and/oy inveaHgation, In my opt"ids, dean occurred al the time data and place and due to,Re uuse(a) and II t ~ Itl r N S 0 , , , manna. as a,alw ...................................................................... ^ ... . ... .. .. . `/ , / h Q -) ~ ~ . . .. ... ... ... ~,.. . 1 / r Tx. ~ w V 1 ~b ~ REGISTRAR'S SIGNATURE ANO 'R ~. A. Fe.~c~.~~e-cr~~ I~L~L'-QJ DATE FILED IMOnIn, Day. year) ~.. Q . a -_ 06~ u ~. ® ~ - I, LESTER K. EVELHOCH, of the Towrsship of North Middleton, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. I. I devise and bequeath all of m.y estate of every nature and wherever situate to my wife, MARTHA L. EVELHOCH, providing she shall survive me by thirty days. II. Should my wife, Martha L. Evelhoch, predecease me or die on or before the thirtieth day following my death: A. I bequeath those items of my tangible personal property, including the contents of my residence and my farm machinery, to my son, MARLIN L. EVELHOCH, as he may so select; the remaining items of such tangible personal property shall be sold at public or private sale with the proceeds being applied to my residuary estate. B. I devise and bequeath ail the rest, residue and remainder of my estate of every nature and wherever situate to my stepson, CLARK L. SHERMAN, JR. C. Should my stepson, Clark L. Sherman, Jr., predecease me or die on or before the thirtieth day following my death, I devise and bequeath the residue of my estate in equal shares to my stepdaughters, LOLA J. KNIZNER, BARBARA L. HAGAN, and son, MARLIN L. EVELHOCH, or the survivors of them living on the thirty-first day following my death. III. I make no further provisions in the Will for my stepdaughters, Lola J. Knizner, Barbara L. Hagan, and son, Marlin L. Eveihoch, not for lack of affection, but because they have already been provided for otherwise. IV. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. V. I appoint LOLA 3. KNIZNER and MARLIN L. EVELHOCH co-executors, or the survivor of them execut:or of this my last will. VI. I direct that my executors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this 7ff ~~ -day of September, 1996. ~~ ~ ~ ;? L STER K. EVELHOCH The preceding instrument, consisting of this and one other typewritten page identified by the signature of the testator, LESTER K. EVELHOCH, was on the day and date thereof signed, published and declared by LESTER K. EVELHOCH, the testator therein named, as and for his last will, in the presence of us, who, at his request, in his presence, and in the presence of each other have subscribed out names as witnesses hereto. /JJ r ' ~ ~ r~ r~ .. ~J f ~/ fj ~ ,~ ~ ~ , / ,%~ J~ ~~~ ~_ SOLE CODICIL ~~`~~~~~7 3~ I, LESTER K. EVELHOCH, of the Township of North Middleton, Cumberland County, Pennsylvania, declare this to be the sole codicil to my last will dated September 18, 1996. Item I. In addition to the gifts contained in Article II of my will, I provide as follows: B. I give and devise any interest I may own at my death in the remaining acreage of my farm with improvements erected thereon, now consisting of 82.90 acres, more or less, located on Easy Road, North Middleton Township, being Lot 1 of a certain Subdivision Plan recorded in Cumberland County Plan Book 76 at Page 73 on March 24, 1998, and with all insurance policies on said real estate, in undivided equal interests to such of my children, stepdaughters LOLA J. KNIZNER and BARBARA L. HAGAN, and son, MARLIN L. EVELHOCH, as survive me by thirty days, and as tenants in commmon, free and clear of any encumbrance thereon at my death, including, without limitation, mortgages, liens, tax arrearages and assessments, which encumbrances, if any, shall be paid as debts of my estate; provided that if any such child fails so to survive me, but is represented by descendants who so /'~~ J survive me, such descendants shall receive, per stirpes, the share such deceased child would have received had he or she so survived me. ~, Item II. Renumber extant paragraphs B and C of Article ^~,~', II of my will as C and D, respectively, to follow new paragraph B na set forth in Item I above. Item III. I revoke Article III of my will Item IV. Renumber extant articles IV, V and VI of my will as III, IV and V, respectively. Item V. In all other respects, I hereby ratify, confirm and republish my last will dated September 18, 1996, together with this sole codicil, as and for my last will. IN WITNESS WHEREOF, I have hereunto set my hand this ;, f/f ~~ day of December, 1998. !, /' n ) , r ~ ,/.' (, /' ~ ~,% ,~.,.~,~./~`~`~ (SEAL ) LESTER ' K . EVELHOCH Signed, published and declared on the date thereof by the above named LESTER K. EVELHOCH as and for the sole codicil to his last will dated September 18, 1996, 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 hereto. ,- ~ % ,, '~ ~~ , ~; ~'`t ~, ~>,~ ~ ~ J, f' - : j -~ f j' ~ Pf // REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness`~to the will presented herewith, (each)' being duly qualified according to law, depose(s) and say(s) that ~ ~ present and saw the testat ,sign the same and that , - ' signed as a witness at the request of testat in h__ presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this _ ` day of 14 Register (Name) -.... '`,,`~ (Ad~t~s) ..,~` (Name) ~,~''~., (Address) 21-2002-733 R~GIST~R OF WILLS OFC~r~"' ~~~'~' °~ COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that: ~~5 ~~?-E~ familiar with the signature of ~t`~'lz--'~ K, ~VL=L~j`~~j~- . 1 testat ~~ of (one of the subscribing witnesses to) the will presented herewith and o ~c~ that -~ ~"~ ~~° "'' believes the signature on th will is in the handwriting of testat 0'~-believes the signature of the will presented herewith and that~~-'~~ ~ ~''^ believes the signature on the will is in the handwriting of _ ~ L~n~'Z ~< • ~' ~~' ~-~?~ CG~I to the best of ~'~"' knowledge and belief. Sworn to or affirmed and subscribed before me this 1 ~ th day of Au ust ~ 2002 ~~- .-~- ~~ ~~~~ _ Register (Name) < ~ ~`~-_ G -s`~ ~~' 2-~ «n-~-t~~ (Addres ~ ~~ti lb ~ ,~ ~ _., (Name) ~ 3 ~ ~-~ y ~2-aC ~~~yu,<~hc- (Address) ~'~ / ~'l3 1 _ ' ~ V Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/08/2004 DANIELS WILLIAM S 1 W HIGH STREET CARLISLE, PA 17013 RE: Estate of EVELHOCH LESTER K File Number: 2002-00733 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: 8/01/2004 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 - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/08/2004 KNIZNER LOLA J 650 EASY ROAD CARLISLE, PA 17013 RE: Estate of EVELHOCH LESTER K File Number: 2002-00733 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: 8/01/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge Cumberland County Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/08/2004 EVELHOCH MARLIN L 730 EASY ROAD CARLISLE, PA 17013 RE: Estate of EVELHOCH LESTER K File Number: 2002-00733 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: 8/01/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: [_ ~_~"'3 ~?,__~x,, L- ~_,( _ C_.~ Date of Death: -~'-~_~ _~'~ Will No.: Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No'~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a.Did the personal representative file a final account with the Court? Yes _ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest.'? Yes ~] No [--'-I c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date:"7/g--(.~{ c~-] ~) ~ ~{ ~x~, _~_~ Signature d 1'~ ~% ~.~_~ Name Telephone No. ~ · ;:' ' Capaci~: ~ Personal Representative "' ::~,~o~r~j ~ Counsel for personal representative STAVOS 'ORT No.: P~s~t to R~ 6.12 of~ Supreme Co~ O~h~' Co~ Rules, I repo~ foHo~g ~ re~t to completion of~e ~minis2afion of~e above-captioned estate: 1. State whe~er ~minis~afion of ~e ~state is complete: 2. ~ ~e ~wer is No, state when ~e person~ representa~ve r~onably believes ~t ~e aamin~s~a~on ~ be complete: 3. ~e ~ t0 No. 1 is Yes, state ~e'foHo~g: a. Did ~ pemonfl r~r~s~nm~w Me a fin~ accost ~ ~e Co~? Yes_ No ~ b.~e s~=ate O~' Corn No. (if my).for ~e person~ r=presenta~w's ~t is: c. Did ~e p~on~ r~res~ntafive state m accost ~o~aly to ~ p~es ~ ~t~re~? Yes ~ No ~ ~" c. Copies ofreceipm, rele~es, jo~ders md approval of fo~ or ~o~fl accomm may be filed ~ ~ Clerk of thc O~h~' Co~ md may be a~ched to ~s repo2. Silage ',~:,:7~ , ] ~ , ~:,:? ~:~, ':~ Telephone No. ~ ~ CapaciU: ~Personal Representative ~Co~s¢l for personal representative PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004597 DANIELS WILLIAM S 1 W HIGH STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUN CONTROL NUMBER 101 $170.2 ESTATE INFORMATION: SSN: 18016-6775 FILE NUMBER: 21 02-0733 DECEDENT NAME: EVELHOCH LESTER K DATE OF PAYMENT: 11/05/2004 POSTMARK DATE: 11/05/2004 COUNTY: CUMBERLAND DATE OF DEATH: 08/01/2002 TOTAL AMOUNT PAID: $1 REMARKS: W DANIELS ESQ CHECK// 1536 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAU( REGISTER OF WILLS REGISTER OF WILLS OOMMONWEA'THOF REV' 1500 OFF,C,ALUS O LY ~ PENNSYLVANIA ~:~2~';T~., DEPARTMENT OF REVENUE r~~ DEPT 280601 INHERITANCE TAX RETURN HARRISBURG,PA 17128-0601 RESIDENT DECEDENT DECEDENTS NAME~ST, FIRST, AND MIDDLE INITIAL) ~ SOCIAL SEgUR[~ NUMBER DATE OF DEATH (MM-DD-YEAR) ~ DATE OF BIRTH (MM-DB-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE (IF APPLICABLE) SURV VING S OUSE'S NAME (LAST, RRST, AND MIDDLE INITIAL) SO01AL SECURI~ NUMBER ~ 1 Original Return ~ 2 Supplemental Return ~ 3 Remainder Return ~ca~e ot ~ea~ pr,or t~ '21 ~4 Limited Estate ~ 4a Future Interest Compromise :date ofdea,h a~er 121282) ~ 5 Federal Estate Tax Return Requm~ed / ~ 6 De.dent Died Testate rA~ ~py o~Wi,~) ~ 7 Decedent Maintained a Living Trust [Am~ ropy olTmst) ~ 8 Total Number of Safe Deposit Boxes ~ 9 Litigation Premeds ~e~ived ~ 10. Spousal Pove~ Credit (da.e ¢ ~e.th ~een ~2 3~ 9~ and ~-~-95) ~ 11 Bect~on to t~x under Sec 9H 3(A),AU~ / __ ~ ~ - ~ I COMPLETEMAILINGADDRESS -- ~ TELEPHONE NUMBER ~ ' ./ ~ Y ~0'/ ~ 1 ReaiEslate(ScheduleA) (1) OFFICIAL USE ONLY 2 Stocks and Bonds (Schedule B) (2) ~ ~--2~, ~ / 3 Closely Held Corporation, Padnership or Sole-Proprietomhip (3) 4 Me,gages & Notes Revivable (Schedule D) (4) 5 Cash, B~nkDe~s,ts&M,scellaneousPer~nalP,ope~ (5) 5~ &~/, (Sch~ule E) 6 3o'ntly ~ned Prope~ (Schedule F) (6) ~ ~f ~ Separate Billing Requested 7 Inter-VivosTransfers&M~s~llaneousNon-ProbatePrope~ (7) ~ ~ (Sch~ule G or L) ~To,l~ossAssets(totalUnesl-7) (8) 9 Funeral Ex~nses & Administrative Costs (Schedule H) (9) /~/ ~ ~ 9, ~ ~ 10 Debts~De~dent, Mo~gageLiabildies,&Liens(Schedulel) (10) /~/ ~ ~r ~ / 12 NetValueofEs~te(LineSminusLinel~) (12) 7 ~/ // ~ /~ ¢ ¢ 13 Chadtab[e and Governmental Bequest~Sec 9113 Trusts for which an election to tax h~s not been (13) made (Sch~ule J) 14 NetValueSubjecttoTax(Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z 15 Amount of Lille 14 taxable atthe spousal tax --O rate, or transfers under Sec 9118 (a)(1 2) x 0 (15) ~ 17 Amount of Line 14 taxable at sibling rate x 12 (17) O 18 Amoun~ of Line ~4 taxable at collate~l rate x .15 (18) Decedent's Complete Address: :__,,¢,,'-' ,' ,,..r Is':^TE Tax Payments and Credits: 1 Tax Due (Page 1 Line 19) (1) 2 Credits/Payments A Spousal Poverty Credit B. Phor Payments ~:~ ~' '-'zz . 0 ~ ,¥,. ,~; ~"'-¢~ ,~ r / ~ C Discount , C~. ~ 7 TotalCredits(A*B+C) (2) 3 IntarestJPenalty if applicable D, Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4 If ~Jne 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, rf 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) / "-70, B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) / ""~, ..~ ~"'"'- Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1 Did decedent make atransfer and: Yes No a retain the use or income of the property transferred; [] [] b. retain the dght to designate who shall use the property transferred or its income; ........................................ [] [] c. retain a reversionary interest; or [] [] d. receive the promise for life of either payments, benefits or care? ....: ........................................................... [] [] 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-prebata property which contains a beneftciary 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 preparel other than the personal representative is based on ali information of which preparer has any knowledge SIGNATURE OF PERSON RESPONSIBLE FOR RLING RETURN DATE ADDRESS DATE ADDRESS d,,.2 , /,,// 4" , ,..zu.r'/¢ ., 2'9,4, / For dates of death on or after July 1, 1994 and before January 1, ~995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 PS §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 RS §9116 ia) (1 1) (ti)] The statute does not exemot a transfer to a,surviving spouse from tax, and the statutory requirements for disclosure of assets and firing a tax return are still applicable even the surviving spouse is the only beneficiary. For dates of death on or after duly 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 parent or a stepparent of the child is 0% [72 ItS, §9116¢)(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 PS §9115(a)(I )] 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 ar' individual who has at least one parent in common with the decedent, whether by blood or adoption, SOLE CODICIL I, LESTP. R K. EVF. LHOCH, of the Township of North Middleton, Cumberland County, Pennsylvania, declare this to be the sole codicil to my last will dated September 18, 1996. Item I. In addition to the gifts contained in Article Ii of my will, I provide as follows: B. I give and devise any interest I may own at my death in the remaining acreage of my farm with improvements erected thereon, now consisting of 82.90 acres, more or less, located om Easy Road, North Middleton Township, being Lot 1 of a certain Subdivision Plan recorded in Cumberland County Plan Book 76 at Page 73 on March 24, 1998, and with all insurance policies on said real estate, in undivided equal interests to such of my children, stepdaughters LOLA J. KNIZNER and BARBARA L. HAGAN, and son, MARLIN L. EVELHOCH, as survive me by thirty days, and as tenants in commmon, free and cle.ar of any encumbrance thereon at m~v' death, including, without limitation, mortgages, liens, tax arrearages and assessments, which encumbrances, if any, shall be paid as debts of my estate; provided that if any such child fails so to .,survive me, but is represented bi/ descendants who so survive me, such descendants shall receive, per stirpes, the share such deceased child would have received had he or she so survived me. Item II. Renumber extant paragraphs B and C of Article II of my will as C and D, respect'ively, to follow new paragraph B set forth in Item I above. Item III. I revoke Article III of my will Item IV. Renumber extant articles IV, V and VI of my will as III, IV and V, respectively. Item V. In all other respects, I hereby ratify, confirm and republish my last will dated September 18~ 1996~ together with this sole codicil, as and for my last will. IN WITNESS WHEREOF, I have hereunto set my hand this /:~ d~y of December~ 1998. {SEAL~ ~ LESTER K EVELHOCH Signed, published and declared on the date thereof by the above named LESTER K. EVELHOCH as and for the sole codicil to his last will dated September 18, 1996, 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 hereto. .-,// , i~ LESTER K. EVELHOCH. of the Township of North Hiddleton. Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. I. I devise and bequeath all of my estate of every ~-~ature and wherever situate to my wife, MARTHA L. EVELHOCH, p~'cv~d~ng she shall survive me by thirty days. II. Should my wife, Martha L. Evelhoch, predecease me sr d~e 6~ or before the thirtieth day following my death: ~ A. i bequeath those items of my tangible personal prcperty, including the contents of my residence and my farm machinery, to my son, MARLIN L. EVELHOCH, as he may so select; the remaining items of such tangible personal property shall be sold at public or private sale with the proceeds being applied tc l~y residuary estate. j~ /B/. I devise and bequeath all the rest, residue and remainder of my estate of every nature and wherever s~tuate t~ ~y stepson, CLARK L. SHERMAN, JR. Should my stepson, Clark L. Sherman~ Jr., predecease me or die on or before the thirtieth day following my death, i devise and bequeath the residue of my estate in equal sf~ares to my stepdaughters, LOLA J. KNIZNER, BARBARA L. HAGAN, and son, MARLIN L. EVELHOCH, or the survivors of them living on ;:: ' ~'~*v-first day foiiowinc my death ill. ! make no further provisions in the Will for my / 'i':' ' _ + '~- , Barbara L. Hagan. ~nd son Marlt,-,, _ E~e;h~ch, not fo'_- lack of affection, but because they have direct that all taxes that may be assessed ~n r' se~ ~ez:e o[ my death, of whatever nature and by whatever l,~h { ~,f ~h~ expe~se of ~'~ ~ne admin~stuation of my estate. V I appoint LOLA J. KNIZNER and MARLIN L. EVELHOCN :~uutors. or the survivor~ of them executor of th~s my last ,. Vi. i d~ect that my exec'dtcrs sha;; not be re~u::ei 7 e "-'~-* ior t_'n~ fa;thful perfoumance of their ]utzes :n any iN WITNESS WHEREOF, i have he:euuto set my hand this ~x= , -,= Seotember 1996. LESTER K. EVELHOCH ~'2e 3~ec'edlnc ir~strument, ,COnSIStiNg of this and one cths~ ' i,'Fowrltten page =men~ fled by the signature of the testator 7 FSiER K. EVELHOCH~ was on the day and date thereof signed, publi,shed and declared by LESTER K. EVELHOCH, the testator therein named, as and for his last will, in the presence of us, who, at his request, in his presenc~ and in the presence of each other have subscribed our names as witnesses hereto., " A~-,': ~ Z~_~ x~' / SAFE DEPOSIT BOX COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INVENTORY INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG PA 17128-0601 Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL !NSTITUTf©N Wi~ERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS O COUNTY CODE [] FiLE NUMBER B SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER ~ DECEDENT'S NAME rLAST FIRST MIDDLE~ BATE OF DEATH STREET NAM } ~ CI-y~ STATE, ZIP S}OE; m ¢0~¢( ~, ~m S~ ~ TITL~ UNDERWHICH BOXIS REQUESTED / (STREET NAME) (CITY) (STATE) (ZIP CODE) ~-.~;: SCHEDULE B COMMONWEALTH OF PENNSYLV~.'~ STOCKS AND BONDS INHERITANCE TAX RETURN RES DENT DECEDENT ESTATE OF FILE NUMBER JAil property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH TOTAL (Also enter on line 2, Recapitulation) (if more space is neecJec/, insert additional sheets of same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN PERSONAL PROPERTY Please Print or Type RmeENT eECED£N~r ESTATE' OF FiLE NUMBER VALUE AT ITEM DESCRIPTION DATE OF DEATH NUMBER TOTAL (Also enter on line 5, Recapitulation) S v/ ~ . /// (Attach oc[dJiional 8V~ ~ x 11 '~ sheets if more space [l needecJ.) COMMONWEALTH DFPENNS LVANIA JOINTLY'OWN ED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER If an asset was made joint w~thin one year of the decedent's date of death, it mus! be reported on Schedule G, SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE include name of financial inslitufion and bank a~count number or similar identifyin9 number A[~ach DATE OF DEATH BECD'S VALUE OF NUMBER TENANT JOINT deed for jointly held real estate VALUE OF ASSET INTEREST DECEDENT S INTERES 1 A TOTAL (Also enter on line 6, Recapitulation) (If more space is needed, insed additional sheets of the same size) SCHEDULEG INTER-VIVOS TRANSFERS & COMUONWEALTH OF PENNSYLVANIA JNHERrTANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT This schedLJle musl be ~mpleted and flied if the answer to any of questions 1 ~rough 4 on the revere side of the REV-1500 COVER SHEET is yes DESCRIPTION OF PROPER~ % OF -~ /~ TOTAL (Also enter on line 7, Recapitulation) (~f more space ~s ne~ed, i~se~ additional sh~ts of the same size) · THIS DEED MADE THE ~:~ 7 :'~ day of _~z','~'r'in the year of our Lord Two Thousand One (2001) BETWEEN LESTER K. EVELHOCH, widower, of 730 Easy Road, Carlisle, Cumber, land County, PA, ~ ,_-: hereinafter Grantor --~ -~, AND LESTER K. EVELHOCH, widower, of 730 Easy Road, Carlisle, Cumberland~ o County, PA and MARLIN L. EVELFiOCH, adult man, of 730 Easy Road, Carlisle, ~_, :.~ Cumberland County, PA, and LOLA J. KNiZNER, adult woman, of 650 Easy Roao~ -! Carlisle, Cumberland. County, PA, and BARBARA L. HAGAN, of 1600 South Rice~-. , Road, Ojai, Ventura County. CA, as joint tenants with right of survivorship, >- hereinafter Grantees WITNESSETH, that the Grar~tor, for and in consideration of the sum of One and 00/100 Dollars ($1.00), lawful money of the L~nited States of America, unto Grantor well and truly paid by the Grantees, at and before the sealing and delivery of these presents, the receipt whereof is hereby acknowledged, the Grantor has/have remised, released and quit-claimed, and by these presents does/do remise, release and forever, quit-claim unto the said Grantees, their heirs, assigns .and successors: ALL THAT CERTAIN tract of land with improvements situate in North Middleton Township, Cumberland County, Pennsylvania, being Lot #1 of a Final Subdivision Plan for Lester Evelhoch, dated January 13, 1998 and being recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania in Plan Book Page , being more fuliy described as follows: Beginn,mg at a point located along Easy Road (T-487) at the corner of ~the land described herein and lar~d now or formerly of Richard D. Bear; thence along said Bear land, South 15 degrees 00 minutes O0 seconds West 594.00 feet to a point; thence continuing along same, North 86 degrees 15 minutes 00 seconds West, 306.90 feet to a point to a point at lands now or formerly of Stephen J. Bixler; thence along said Bixler lands the following 4 calls; 1) South 13 degrees 30 minutes 00 seconds East, 603.90 feet to a point; 2) South 09 degrees 00 minutes 00 seconds East, 333.30 feet to a point; 248 a ; 3i15 3) South 70 degrees 30 minutes O0 seconds East, 320.10 feet to a point; and, 4) South 43 degrees 15 minutes 00 seconds East, 580.80 feet to a point at lands now or formerly of Merle E. Tater thence along said Tate land the following 2 calls; 1) SoL, th 46 degrees 45 minutes O0 seconds East, 412.50 feet to a point; and 2) South 20 degrees 30 minutes 00 seconds East, 635.25 feet to a point at lands now or formerly of Randall b Zook; thence along said Zook lands the following 3 calls: 1) North 82 degrees 30 minutes O0 seconds East, 429.00 feet to a point; 2) Nodh 13 degrees 30 minutes 00 seconds West, 990.00 feet to a point; and 3) South 89 degrees 15 minutes 00 seconds East, 849.75 feet to lands now or formerly of William W. Syndey and Perry L. Hartz. ell; thence along said Syndney and Hartzell lands the following 2 calls; 1) North 10 degrees 30 mintues 00 seconds West 783.75 feet to a point; and, 2) North 05 degrees 45 minutes 00 seconds West, 264.00 feet to a point; thence continuing along said Syndey and Hartzell lands to Easy Road, North 25 degrees 45 minutes 00 seconds West, 396.00 feet to a point; thence continuing along Easy Road the following 2 calls; 1) North 49 degrees 45 minutes 00 seconds West, 193.05 feet to a point; and 2) North 79 degrees 15 minutes 00 seconds West, 1683.00 feet to point, the point and place of BEGINNING. LESS HOWEVER, the following conveyances: 1) Lot #2 to William F. Keifer, Jr., in Deed Book 32, Vol. D, Page 278; 2) * Lot #3 to Ronald Knizner in Deed Book 23, Vol. G, Page 559; 3) Lot ~ to Robert E. Baker in Deed Book 168, Page 612; 4) Lot #5 to Marlin L. Evelhoch in Deed Book 150, Page 999; and, 5) Lot #6 Barbara L. Hagan in Deed Book 35, Vol. A, Page 033. 6) Lot #7 to Gregory Dale Kistter in Deed Book ,(,f,,¢ ',~- ~,f; ~ ~ CONTAINING 82.90 acres n~.maining. BEING the a portion of,he same prem'ses which Martha L. Evelhoch, f/Ida Martha L. Sherman and Lester K. Evelhoch, by Deed dated September 7, 1963 and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book 20, Vol. Z, Page I23, granted and'conveyed unto Lester K. Evelhoch and Martha L. Evelhoch. The_~ said Martha L. Evelhoch died February 12, 1999, whereby title became vested by I~w in Lester K. Evelhoch, Grantor herein. THIS is a tax exempt transfer of property from father to father, son & step-daughters. TOGETHER with ali and singular, the tenements, hereditaments and appurtences to the same, belonging, or in anywise appertaining, and the reversion and reversions, remainder and remainders, rents, issues and profits thereof; and also, all the estate, right, title, interest, properly claim and demand whatsoever, both in law and equity, of the said Grantor, of, in t~. or out of the said premises, and every part and parcel thereof. .... ~,oE~..,,~. ~ SCHEDULE G //~2 INTER-VIVOS TRANSFERS & COMMONWEAUTH O~ JNHERITA.OS TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT ESTATE OF FILE NUMBER This schedule must be ~mpleted and flied if the answer to any of questions 1 through 4 on the revere side of the REV-1500 COVER SHEET is yes DESCRIPTION OF PROPER~ % OF ITEM INc~ CE T~E NAM~ 'F =~S T~NSFEREE THErR ~E~T ONSHIP TO DECEDENT AND T~E DATE OF -~S~R DATE OF DEATH DECD'S EXCLUSION TA~BLE VALL'~ qUMBER VALUE OF ASSET INTEREST ~ ~. ~,'- , I TOTAL (Aisc enter on line 7, Re~¢u[ation) (If mere spa~ is need~, inse: additional sheets of the same size) · ~ ~ ~,~ ~. ~ Parcel No. 29-06-0023-003B ~, %~ :! · u t ~, ,~ ~ DEED 'S~ ~[i~ ~%D~%~'~of Dece~oer, in the year of our Lord one thousand nine hundred ninety-six (1996), between LESTER K. EVELHOCH and MARTHA L. EVELHOCH, husband and wife, of North Middleton Township, Cumberland County, Pennsylvania, parties of the first part, hereinafter called grantors, and MARLIN L. E%rELHOCH, single man, of North Middleton Township, Cumberland County, Pennsylvania, party of the second part, hereinafter called grantee, WITNESSETH: that in consideration of One ($1.00) Dollar in hand paid, the receipt whereof is hereby acknowledged, the said grantors do hereby grant and convey to the said grantee, his heirs and assigns, ALL that certain lot of ground situate in North Middleton Township, Cumberland County, Pennsylvania, bounded and described in accordance with a certain Final Subdivision Plan for Lester K. Evelhoch and Martha L. Evelhoch by Eugene Albert Hockensmith, Registered Surveyor, dated October 6, 1986, consisting of one page, a copy of which was recorded in Cumberland County Plan Book 52 at Page 54 on February 18, 1987, and a certain Final Subdivision Plan for Lester K. and Martha L. Evelhoch by Larry V. Neidlinger, P.E.R.S. dated March 20, 1990, consisting of one page, a copy of which was recorded in Cumberland County Plan Book 62 at Page 13 on January 10, 1991, both of which plans being incorporated herein by reference, as follows, to wit: BEGINNING at a railroad spike set on the centerline of Easy Road (T-487) at line of lands now or formerly of Barbara L. Hagan; thence in and along said Easy Road the following six courses and distances: (1) South 75 degrees 48 minutes 23 seconds East 244.65 feet to an existing railroad spike, (2) South 51 degrees 06 minutes 41 seconds East 189.76 feet to an existing railroad spike, (3) South 26 degrees 58 minutes 28 seconds East 56.95 feet to an existing railroad spike, (4) South 26 degrees 58 minutes 28 seconds East 149.82 feet to an existing railroad spike, (5) South 32 degrees 40 minutes 53 seconds East 27.34 feet to a railroad spike set at the northerly side of a fifty feet wide private right of way, and (6) South 32 degrees 40 minutes 53 seconds East 52.44 feet to a railroad spike set at line of lands now or formerly of Ronald Knizner, et ux, and the southerly side of the aforementioned fifty feet wide private right of way; thence by same the following three courses and distances: (1) South 74 degrees 51 minutes 41 seconds West through an iron pin set 26.22 feet distant from the beginning of this course, 195.85 feet to an iron pin set, (2) South 74 degrees 51 minutes 41 seconds West 58.00 feet to an iron pin set, and (3) South 16 degrees 34 minutes 17 seconds West 109.63 feet to an iron pin set at line of lands now or formerly of Donna L. Baker; thence by same, North 85 degrees 49 minutes 56 seconds West through an iron pin set 51.20 feet distant from the beginning of this course, 207.96 feet to an existing iron pin at line of other lands of Lester K. Evelhoch, et STATE OF PENNSYLVANIA :: SS COUNTY OF CUMBERLAND :: ON THIS, the~ay of December, 1996, before me the undersigned officer, personally appeared LESTER K. EVELHOCH and MARTIn. L. EV~LHOCH, who acknowledged that they executed the foregoing instrtument for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and offisial --' ~¢ ~r: Notary Public -'." 'C' "'~" NOTARIAL SEAL · · . ~ ~- - ....... * ,, ,' WILLIAM S. DANIELS. Notary Publ[c "-. ~"~'.~ ~-~,"~"~ '~. " Cadisle Bom, Cumberland County '~ .... r · My Commission Expires Oct. t 9, 2000 I hereby certify that the res±dence and post office of within grantee is ~3U J~ ~/ ~'""~L'/'r/~, /3/ Attorney for ~ SCHEDULE G ,' INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA ]NHER!TANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE FILE NUMBER This schedule must be ~mpleted and flied if the answer to any of questiofls 1 through 4 on the revere side of the REV 1500 COVER SHEET is yes. DESCRIPTION OF PROPER~ % OF i~EM NCL J3E THE NAM~ '2; THE T~NS;EREE THEIR RS~TIONSHIP TO DECEDENT ANO TNE BATE OF T~SFER DATE OF DEATH DECD'S EXCLUSION TA~BLE VALJE qUMBER VALUE OF ASSET INTEREST ] i I TOTAL (Also enter on line 7, Re~pJtulation) $ (if more space is needed, insed ~ditional sheets of the same size) ........ SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF:, F:ILE NUMBER Bebte of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: 1 B ADMINISTRATIVE COSTS: 1 Personal Representatives Commissions Name of Personal Representative (s) Social Secuhty Number(s) / EIN Number of Personal Represen a ive(s) -' ' / "' Street Address City : ' State Zip Year(s) Commission Paid: 2 AttomeyFees ~7 2% . 3 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Addcess z City State - Zip Relationship of Claimant to Decedent 4. Probate Fees 6 ~ax ReJurn Prepare¢s Fees 7, TOTAL (Also enter on line 9, Recapitulation) $ '-. ~, . ~ (if more space is needed inse~t additional sheets of the same size) SCHEDULE I c~,o,,,~,~, o, ,...s~v..~. DEBTS OF DECEDENT, ,..,,,~..c~,.x,.~,~ MORTGAGE LIABILITIES AND LIENS .~s~.~ ~c~o~ j Please Print or Type E~ATE OF FILE NUMBER ITEM DESCRIPTION AMOUNT NUMBER - _ .... ~ z.,~Z ., ~ ~ - TOTAL (Also enter on line 10, Recapitulation) i s / /~/ ~' ' ' ' TM more space needed, insert add#~onal sheets of same size.) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF .__ FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee s OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under I Sec 9116(a)(12)] ~.'- ~: -:~ 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 B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART l| - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets ol the same size) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE nC(1('c~""n"''. r\!:,:i'C OC BUREAU Of INDIVIDUAL TAXE'G\..)i I'.,_:{:-) t/I 11vL: NOTICE OF INHERITANCE TAX I""ERlTANCE TAX nIVISION pr;';:":" ~"RAISEMENT, ALLOIlANCE OR OISALLOIlANCE PO BOX 280601 ,1,\,,' -- 'Of DEDUCTIONS AND ASSESSHENT OF TAX HARRISBURG PA 17128-0601 200S JMi 10 Ah 9: 118 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTV ACN CLEP.i\ OF ORPHAN'S COURT W S DANIELSW4B~',~::\:in "J HUMER & DAN I EL S 1 W HIGH ST STE 205 CARLISLE PA 17013 01-10-2005 EVELHOCH 08-01-2002 21 02-0733 CUMBERLAND 101 '* REY-15~7 EX ~F' <l2-04} LESTER K Allaunt Re..itted MAKE CHECK PAVABLE AND REMIT PAVMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ n-Y=iS4'-Einn'p--riii"--03Y"NiiYicE--OF-i:NHEififANCE-YAX-A-PPRAisEiiiNi:--ALl"OWANCE-oii-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF EVELHOCH LESTER K FILE NO. 21 02-0733 ACN 101 DATE 01-10-2005 TAX RETURN liAS, I X I ACCEPTED AS FILED I CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely HeldStock/Pari:nershlp Interest (Schedule C) 4. Mortgages/Notes Receivable {Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule FJ 7. Transfers (Schedule GJ 8. Total Assets (1) (2) 131 141 151 (6) 171 .00 5.525.41 .00 .00 3.601.14 59.21 292.589.00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ 10. Debts/Mortgage Liabilities/Liens (Schedule IJ 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental BeQuests; Non-elected 9113 Trusts (Schedule J) l~. Net V.lue of Est.te Subject to Tax 191 I1nl 13,497.66 16.666.31 1111 1121 (13) 1141 NOTE: To insure proper credit to your account} submit the upper portion of this forM with your tax pay..ent. 301, 774.76 ?in.lli3 Q7 271,610,79 .00 271,610.79 14, lS and/or 16, 17, 18 and 19 will returns assessed to date. NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due .00 X 00 = 271,610.79 X 045 = .00X12: .00 X 15 = (19)= .00 12,222.49 .00 .00 12,222.49 TAX CREDITS: .., AMOUNT PAID DATE NUMBER INTEREST/PEN PAID [-I 10-30-2002 CDOO1784 92.37 1,755.00 04-30-2003 CD002512 .00 7,782.00 10-15-2004 CD004506 .00 2,593.12 11-05-2004 CD004597 169.12- 170.25 TOTAL TAX CREDIT 12,223.62 BALANCE OF TAX DUE 1. 13CR INTEREST AND PEN. .00 TOTAL DUE 1. 13CR ~. Sf( R/- I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. U IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CRI, YOU MAY 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. Cumberland County - Register of Wills One Courthouse Square, Room 102 Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/13/2005 EVELHOCH MARLIN L 730 EASY ROAD CARLISLE, PA 17013 RE: Estate of EVELHOCH LESTER K File Number: 21-02-0733 Dear sirIMadam: 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 AMMENDMENTS 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: 08/01/2005 Your prompt attention to this matter will be appreciated. Thank you. Sincerely, ~~~H REGISTER OF WILLS cc: File Counsel Judge uf Name of Decedent: STATUS REPORT UNDER RULE 6.12 LL:-8TP-;e ,/<: c?YPt7' /6C// Date of Death: ~o.: ?-fo2-~-:;-33 .tWm:i:R. H 6.: Pursuant to Rule 6.12 of the Supreme Court Orphlliis' COUli Rules, I repOlt the following with respect to completion of the administration ofthe above-captioned estate: 1. State whether ad~stration of the estate is complete: Yes 0 No J2Sl 2. lfthe answe~ i~ No,. state .when the personal r~resen~ve ~sonabJ.;y b~.c- that the admlIDstratlOn WIll be complete: .:50 ~~ p..- ~ 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 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 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' and may be attached to this report. Date: ~; Signature ~/~"'"r~ S7~"y?.ebf .1amec:;c t'T7/~/~' ~ C-p7L~S. ~ J r7"'7- /~ 3 / Address ?-rr -:<7'3-3?3/ Telephone No. , '1. ,TO /.,' Capacity: n Personal Representative \lel \ - 5n'! Su~l ~ Counsel for personal representative iff S\ ;\j Estate of EVELHOCH LESTER K Late of NORTH MIDDLETON TOWNSHIP ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-02-00733 Date: 6/16/2005 NO.: 21-02-00733 DANIELS WILLIAM S, ESQ. 1 W HIGH STREET CARLISLE PA 17013 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6. 12, SUPREME COURT ORPHANS I COURT RULE Personal Representative: EVELHOCH MARLIN L Personal Representative Counsel: DANIELS WILLIAM S, ESQ. Date of Decedent's Death: 8/01/2002 Date' of Delinquency Notice: 8/01/2005 The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans' Court, in accordance with rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor their counsel, have filed with the Register of Wills or Clerk of orphans' Court, his/her Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule, and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orhans' Court Rules, was given by the Clerk of Orphans' Court on 8/16/2005 and that the ten (10) day notice to file the status report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or their counsel. cc: File Personal Representative Counsel ~~w~ Glenda Farner Strasbau~ Clerk of Orhans' Court A hearing is scheduled for October 07, 2005 at 9:30 AM in Courtroom No. 03. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. /!1}1AAr"\ Geo~g1lE' ~offer, P.J. ~ Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esquire Solicitor One Courthouse Square Carlisle, Pa. 17013 Glenda Farner Strasbaugh Register of Wills & Clerk of the Orphans' Court (717) 240-6345 FAX (717) 240-7797 OFFICES OF l\egister of ~ill~ anb QClerk of tbe erpban~' QCourt ([ount!' of ([umberlanl:l August 23,2005 Attorney William Daniels 1 West High Street Carlisle, P A 17013 Dear Attorney Daniels: It has come to my attention that our office incorrectly mailed a 6.12 hearing notice to both you and your client on the estate of Lester K. Evelhoch, Docket Number 21-02-0733 on August 17,2005. Please be advised, this office did in fact receive your 6.12 notification timely and the notice you received was in error. Please accept our apology at this time for any inconvenience we may have caused. Sincerely, Glenda Farner Strasbaugh Register of Wills cc: Lola J. Knizer, Personal Representative Marlin L. Evelhoch, Personal Representative Lo 10.. - (,S-O (Q:;Y !?oJ uA h~~ I~( f...\ I;),. "7~ ~~ ~~J ~ ~ _.-.-! _,,_ _,_,_ _...;C'~1\""21111_ _.e ~_____1i_ __ii __...3 ~_....-.....-..!!.-- Jl"'...\\::1:;Jl.~II,.It:[' UJl. "1'1 JLJl.j!.:5i ijJiJ!. 'VlUU!.ll.Jl.IUI<CJi.'l!.G:lUI.J!.U v'UiUll.li<l.J' STATUS REPORT tJNDER RULE 6.12 NameofDecedent: "~~ /"'5P- k, Date of Death: R'- I -OZ- . Estate No.: :2-/ c?Z- - C7 7- 3' ':? . 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: " 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: / s- 2),,- <:::) 7- 3. If the answer to No.1 is Yes, state the following: a. Did the persOD.al 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 ~1 account informally to the pa.."iies in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval offonnal or infonnal accounts may be filed with the Cl""M Court and rmy be attached to this report. ./ ~~/-e?- ?V, ""??~\ Signature Date: '!..u HUMER & nA~IElS NahWEST HIGH ST. STE. 205 CARLISLE, PA 17013 Address \-u. ,.;.;,"ini 1'"\ vu '.,..: ._J..,\.....J\' t J I unn~' C' ~.r""'HduO 1..01 i'...._,.....} 0d~VI 0 it'. \JU'lll'"\ :Jl"...' /\0:1 J ~/~ -:2-'1 ~ - 3~3./ Teleph011e No ss :8 Wd 1- ~nv LQOl Capacitj: II v--~~-~l~ j) "--"s-_-~~~T" LJ.l. Cl,:)VJ..ia.. .i............,t.Ji..... cu:..a.:".l.''1~ M '-'''"'-5",,1 .,-- ner~o-~l -~--e~--t~';":v" A-l L....i!.....:..l. ......- .!..Vl 1- !i::a 'l.!.a._ lC}1.!. i:lCll ct.,!......... '-'_"-1,":1 ;,,'--,r',-'il ~ J-d !,i I j..j{< ...J_i\-iU......I"".;-"'~- ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: WILLIAM S DANIELS ESQUIRE 1 WEST HIGH STREET CARLISLE, PA 17013 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssly: 180-16-6775 FILE NUMBER: 2102-0733 DECEDENT NAME: EVELHOCH LESTER K DATE OF PAYMENT: 10/30/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: OH/O1 /2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~ 51,755.00 TOTAL AMOUNT PAID: REMARKS: WILLIAM S DANIELS ESQUIRE CHECK# 1351 SEAL INITIALS: SK RECEIVED BY: MARY C. LEWIS 51,755.00 REGISTER OF WILLS REV-1162 EX111-96) N0. CD 001784 REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 260601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DUPLICATE DANIELS WILLIAM S ESQUIRE 1 WEST HIGH STREET CARLISLE, PA 17013 ACN ASSESSMENT CONTROL NUMBER ~ -------- fold ESTATE INFORMATION: ssN: i8o-16-6775 FILE NUMBER: 2102-0733 DECEDENT NAME: EVELHOCH LESTER K DATE OF PAYMENT: 04/30/2003 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 08/01 /2002 AMOUNT 101 ~ 57,782.00 TOTAL AMOUNT PAID: REMARKS: WILLIAM S DANIELS ESQUIRE SEAL CHECK#1384 INITIALS: AC RECEIVED BY: DONNA M. OTTO 57,782.00 DEPUTY REGISTER OF WILLS REV-1162 EX(11-96~ N0. CD 002512 REGISTER OF WILLS (:ERTI FI~~?,C1Q~? NQTICE UNDER RTJLE 5 . 6 f a! ~: a,~~z of Decedent: Late of Doath: Wi? 1 hT•~ . To tiie RegiatEz : L£STBR :. BVLLiiOCH AUGUST ~, 2002 Aim. *?a. 21-02.-^733 I certify that notice of estate administration required by Rule 5 . 5l a) of the Orphans' Conrt Rules 4tas served Q31 or mailed to the following beneficiaries of the above-captioned estate on ro- 3 •--~ z Clark L. Sherman, II Barbara Hagan ~;arlin L. avelhooh Lola J. Knizner 208 Ambrose Drive, S.E. Poplar Gcove, IL 61005 1600 S. Rive RoaU Ojai, CA 53023 730 Eat3y Read Carlisle, Pa 17013 4?11 Crosswind Dr. t.iltax;, FL 32570 tiatica has now beer given to all rersons anti~lsd thereto i:.i?9er Rule 5.6(s) except: None Date : jd- 3/ -o z- ~~~~ flame: William S. Daniels Address: One Weat High Street Carlisle, PA 17013 Telephone: (717) 243-3831 Counsel for. Personal Representatives COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES •DEPT. 2bG$01 HARRISBURG, PA 17128-0601 RECEIVED FROM: DANIELS WILLIAM S 1 W HIGH STREET CARLISLE, PA 17013 -------- fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX~11-96) NO. CD 004506 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE INFORMATION: SSN: 180-16-6775 FILE NUMBER: 2102-0733 DECEDENT NAME: EVELHOCH LESTER K DATE OF PAYMENT: 1 O/ 1 5/2004 POSTMARK DATE: 10/15/2004 COUNTY: CUMBERLAND DATE OF DEATH: 08/01 /2002 REMARKS: DANIELS CHECK#1529 SEAL 101 ~ 52,593.12 TOTAL AMOUNT PAID: INITIALS: CCP 52,593.12 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~'.EV ~'~S~L COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE _.~.~ ~t BUREAU OF INDIVIDUAL TJ~E9 ~ ~ ~ _'~' ~'' NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION r °~ i; ~ ~1P~PRAISEMENT, ALLOWANCE OR DISALLOWANCE Po Box 280661 - OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 L~~~ I$~'~ ~ ~ !-t( j ~' ~r ~! r~~t ~ 'w~i- ~ , ~ n, i+r, n~ ;,-r C~Rr~~~~v t~ C~.;,},, W S DANIELS ~~r, '` .~~, , ~',' HOMER & DANIELS 1 W HIGH ST STE 205 CARLISLE PA 17013 REV-1547 E% ~FP (12-047 DATE 01-10-2005 ESTATE OF EVELHOCH LESTER K DATE OF DEATH 08-01-2002 FILE NUMBER 21 02-0733 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 -, ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF EVELHOCH LESTER K FILE N0. 21 02-0733 ACN 101 DATE 01-10-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 5,525.41 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) [4) .00 of this fora with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule El (5) 3,601.14 tax payment. 6. Jointly Owned Property (Schedule F) (6) 59.21 7. Transfers (Schedule G) (7) 292,589.00 s. Total Assets (g) 301,774.76 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 13,497.66 (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16,666.31 11. Total Deductions (11) 30.163 _ 97 12. Net Value of Tax Return (12) 271,610.79 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) [13) .00 14. Net Value of Estate Subject to Tax (14) 271,610.79 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 0 0 _ .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 271,610.79 X 045. 12,222.49 17. Amount of line 14 at Sibling rate (17) .00 X 12 - .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 - .00 19. Principal Tax Due (lq)= 12,222.49 Tex rvrnrTC. DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 10-30-2002 CD001784 92.37 1,755.00 04-30-2003 CD002512 .00 7,782.00 10-15-2004 CD004506 .00 2,593.12 11-05-2004 CD004597 169.12- 170.25 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 12,223.62 BALANCE OF TAX DUE 1.13CR INTEREST AND PEN. .00 TOTAL DUE 1.13CR ~~ ~;` ( IF TOTAL DUE IS LESS THAN 51, 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.) RESERVATION: Estates of decedents dying an or before December 12, 1982 -- 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 estate 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. C72 P.S. 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 ta: REGISTER OF WILLS, AGENT REFUND (CRI: A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an ^Application far Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available online at www.revenue.state.aa.us, any Register of Wills or Revenue District Office, or from the Department's 24-hour answering service far forms orders: 1-800-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisment, allowance or disallowance of deductions or assessment of tax (including discount ar interest) as shown on this Notice may object within 60 days of the date of receipt of this notice by filing one of the following: A) Protest tc the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at www.baardofappeals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to ba 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.O. Bax 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- 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 Texas, ATTN: Post Assessment Review Unit, P.O. Box 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet ^Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) 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: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six C6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 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 2005 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor .000548 ~8-1991 ~~ .ODO'30'~ 2U0~ 1983 16% .000438 1992 9% .000247 2002 6% .000164 1984 11% .000301 1993-1994 7% .000192 2003 5% .000137 1985 13% .000356 1995-1998 9% .000247 2004 4% .000110 1986 10% .000274 1999 7% .000192 2005 5% .000137 1987 10% .000274 2000 7% .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation tc 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. Cumberland County - Register of Wills One Courthouse Square, Room 102 Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/13/2005 EVELHOCH MARLIN L 730 EASY ROAD CARLISLE, PA 17013 RE: Estate of EVELHOCH LESTER K File Number: 21-02-0733 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 AMMENDMENTS 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: 08/01/2005 Your prompt attention to this matter will be appreciated. Thank you. Sincerely, GLENDA FARIVER STRAS UGH REGISTER OF WILLS cc: File Counsel Judge v~ Register of Wills of G~mberland County STATUS REPORT UNDER RULE 6.12 Name•of Decedent: ~`-~~ L /7~GG~~ ~~~~• ~~ Date of Death: _ ~~0/ / 2eG 2 ~ ~ ,~ .; . . Estate No.• ~G2 - G"~`'3 3 Pursuant to Rule 6.12 of the'Supreme Court Orphans' Court Rules, T 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 []' No [~ 2. If the answer is No, state when the personal representative reasonably believes that ' ~ the administration will be.complete: _ ~„~~' l~ ?~'~~' 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative`file afinal account with the Court? Ycs C1 No f ~ : 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 II No . Q c. Copies of receipts, releases, joinders and approval'of formal or informal accounts maybe filed with the Clerk of the Orph ' 'Court and maybe attached to this report. Date: ~'~ g" G~ ~ Gti Signa/tu''re Name ,,r, ~`-' Address C.A~2Gsf.~~ ~~ ~ ~~ ._ - ~~ f .J ~ ~ ~/~- ~y.3= 3 s 3~ <-~ U=,_~`; Telephone No. ` ,~ ~ O J `~ ~-? Capacity: Personal Representative '```'Counsel for personal representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717) 240-6345 ,~r>r ...~~j °~,~-~`: ~~ ~~ 201 JUt 28 AM 8~ 25 Date: 7/27/2010 DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 RE: Estate of EVELHOCH LESTER K File Number: 2002-00733 Dear Sir/Madam: O!Ri~i-fAN'S ~~~ (dIBERt~Q C4., PA This notice is to serve as a reminder that the Status Reports 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, 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: 8/01/2010 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, ~~~~ ~y- 1~~~,~~~LZ.ed-b Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) __ Cu er an c~u ~y - ~~~ster ~Of' Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 rat ter. ;' i ;:~~~~ i E}„~,~i..31 1.'~1 zc ,...`J Baca Auc ~~ ~i~ ~a: 05 GLERK Date: 8/24/2010 ~~~~ ~ u~ KNIZNER LOLA J 4311 CROSSWINDS DRIVE MILTON, FL 32583 ', RE: Estate of EVELHOCH LESTER K File Number: 2002-00733 Dear Sir/Madam: This notice is to serve as a reminder that the Status Reporl~t by Personal Representative under Rule 6.12 is due on the belowl,listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, w'thin two (2) years of the decedent's death, shall file with the Regi ter of Wills a Status Report of completed or uncompleted administr tion. This filing is due by: Please feel free to have. If you have this notice. 8/01/2010 ', contact this office with any questions Ilou may already filed your Status Report, please~dsregard I i Sincerely, ', II lsG~~t~t/ Glenda Farner Strasb Clerk of the Orphans, Court cc: File Counsel Cumberland County - register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 ~... I.r ~~.,~ i Rai .i ~,+ 1 ~''~{,'' ~, ti, ?QI Q dU~ 24 ~M I : r o qy ~ ERK n~ Date: s/24/2010 ~ S~OtlRT DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 RE: Estate of EVELHOCH LESTER K File Number: 2002-00733 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 N0. 1, for decedents dying on or'~iafter July 1, 1992, the personal representative or his counsel, w'thin two (2) years of the decedent's death, shall file with the Regi~tier of Wills a Status Report of completed or uncompleted administration. This filing is due by: 8/01/2010 Please feel free to contact this office with any questions ~rou may have. If you have already filed your Status Report, please disregard this notice. i Sincerely, i~ ~l~z~ra~c/ Glenda Farner Strasb~ 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: 7/27/2010 KNIZNER LOLA J 4311 CROSSWINDS DRIVE MILTON, FL 32583 RE: Estate of EVELHOCH LESTER K File Number: 2002-00733 Dear Sir/Madam: 2010 JUl. 28 AM 8~ 25 ORPhWIA `lsCOURT (FRLFWD CO.. P,4 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 N0. 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: 8/01/2010 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, 1~~2~m~t~~~~r/cc~b Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel icEC:I~TEi; OF ~^i'' LS Gr ~~ ~~9'~ ,l'T -vT'i' PF?•~;3YL~~"~.~ a. _ C. ~L~ , 1V3J1]e GI DCCedet?i: G~..~/ (/ ~~ ~C-s ~~2_ ~- D7te o; D=atl~:_~o c o Z Filz i`iu:::bey- ~2. -~',~~-3.~ -~,-- i~L:i$ii3 ' ~^ D., rr (` C, to % 1'1 T rew'.~, t tn~ f~1S.~~snr^,? tuitii t'~cTi~;~` t~~ !'1T.'•~2`ir,~ f!f tl'b '' a ~'i;'lltl'3f101? Oi l{L LV L i4. \/.\.. 1\N1V V.li, ~ ~ ~ ~~-.-i .. •4 L~:1 •.J .. . '. the above-captioned estate: 1. Sta±e wh?ther administration of the estate is complete :.................... d ~'es ~No 2. If the an'swet'is I~'o, state when the personal representative reasonably L-elieves t; at the adtninistrationwlll be complete: 3. If the ai~sLver to Ivo. l is YES, state tie following: a. Did the personal representative file a final~account with the Court? ....... Yes O No b. The separate Orphans' Court Iva (if any) for the personal • representative's account is: c. Did the personal representative slat;, an account infomzaliy to the parties in interest? .:.................:........... ' [..~] ;'es ~ Ito d. Copies of receipts, releases, joinders and approvals of formal or infonnal accan~nts may L-e filed with the Cleric of the Orphans' Cow-t and may be attached t .is rep tt; tom. ~1~`7~-~/0 _ _111 ~..~` ~ C': a ~.._ ~- Signrt::re of r;ou Clir:g (iris f'a•m ~; . .~ ~ i C:-~.: JCS ~- ~'- ip ~'--~~--` Capacity: ~Persa:al Representative ~Coentsnl ~r~~ ~,_~ ~,.~ ~, ~ ~ ~ Pim::e olPzrson Filirgd}.~ Fur•ru~~ ('' ` ? ~~ rartp;rv,re V a. , v l A4.•_ itEL TSTE OF ti~vLLS O ~~~ ~~~~ C:f}L:vTY, PL'_~~{a YL~V ~,:~ i?. 1`i3111e OI Decedent: ~i l~ l -. Date o: Data: r ~/~ 1 ~ ~ 2- File i`iutM>>e,.. QZ ~ ~3--~_ i~«<~iiiiu tv Dic. v.~. i~;:ie ti.ii I r~"'v';f t::~ f'11.4~tnnp u~al: t-~c;,n;~. t~~ ('QI'1':_~?`If?.1 of tl,',~ ~Lil':{'{?StratlOC Of , Y •a - the above-captioned estate: . 1. State whether administration of the estate is complete:......... • . • • • ~ • • • • ~ (Yes ~No 2. If the an'sweris l~'o, state when the personal representative reasonably Lelieves that the ad;rinistration will Ue coniple~~: /-w. ~j '~G// 3. If the airs-aver to 1V'o. l is YES, state tae following: a. Did the personal representative : le a fnal~account with the Court? ....... [Yes ~No b. Tlie separate Orphans' Court No. (if any) for the personal ieprese;itative's account is: c. Did the personal representative sate an account iufom~ally to the parties in i:azrest? . :.................:........... •'(~Yes ~No d. Copies of receipts, releases, joi{:dens and approvals of fo{rn~l or informal accpunts may ve filed with the Clerlc of the O:phans' C ourt a:ul {may be at,ached t .is rep ;t, ~~.. ~- y-Zeia ~ ,~` G' ~ , _ ~ ~ ro ...~nl:r.:rt of r: on Siir:g tint Form tyt .~ + Cam.: _-- ~- ~.' ~ O ~ ,:..~ -_ o~~-' i311Ye O1t115r1 s e71 auc:alI?ep:'e Y: ~P~ C2}i3Cii ~ ] y '^ ' •~. ~ :~ t::'a i C~~ F•-• ~ U Z ~ ~ c- F.'mre o~Ptr'sa++ Filing z r srn+ ~/`' ~ ~ ~ III ~ ; . ~ ~~ N ~/7~~~ "T r~lr,:r+0,+2 QS- ' ~ ~ Register of Wills o~ G`umberland County -_. ~~ • ' ~ r~-ivs REPORT 1rmpR RL1T R ~ t ~ Name of Decedent; L ~~~~ C~ ~ ~~ Date of Death: .y . w~. &state No.: =GZ --Yn ~--,j 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: ~. 1.. State whether administration of the estate is complete: Yea ^ ` No 2. ]f the answer is No, state when the persona representative reasonably believes that the administration wili be,eomplete: __ /^ / .~ `~I/J 3'. If the answer to No. 1 is Yes, state the following: a. 'Did the personal representative'file afinal account with the Court? Yes ^ No ^ -~ b. The separate Orphans' Court No. (if any) for the pcrsonal representative's • c. Did the pcrsonal representative state an account informally to the parties in tnterest? Yes ^ No ^ •_ e. .Copies ofreceipts, releases, joinders and approval' ormal or informal accounts maybe filed with the~Clerk of the ari's' C urt and may be attached to this report. Date: ~~ -- 2G/~ .. . ' L~ '~ Signature , ~s._ -- . _ ~-_- -,- . ; -_: ~ ~-~:},. ~ _ _ t,~ w _, - _ U Name HUMER ~ DANIELS . , 1 WEST HIGH ST. STE 205 A ~ ~~-z'l3--3F3/ Telephone No. • Capacity: personal Representative Counsel for personal representative - ~-~~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717) 240-6345 Date : 7/15/2014 c n S b c_ I n C7 m-0 C= _>CD DANIELS WILLIAM S �' e r� s- ONE W HIGH STREET STE 205 ' ` c-n T- CARLISLE, PA 17013 U�� 1 E3 t_ C� `n r,r RE: Estate of EVELHOCH LESTER K File Number: 2002-00733 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. 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: 8/01/2014 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 . Sincer 1 Lisa M. Grayson, Esq. Clerk of the Orphans ' Court Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF COUNTY, PENNSYLVANIA Name of Decedent: �� V� _Z"C� K". Date of Death: File Number: ,24 O O 7 33 Pursuant to Pa. O.C. Rule 6.12, 1 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 �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? . . . . . . . ❑Yes ❑No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes El No d. Copies of receipts, releases,joinders and approvals of formal o al accounts may be filed with the Clerk of the Orphans' CouT y be attac d t this report. Dnle -- V �O � Signmur ojPerson F! " u orm O Ca acit p y ❑Personal Representative Counsel CL • Cat.;- ._rq? — 6'1/ / n f� • (J�-�/ Name of Person Filing this Form i� 00_ Q Address v 1 WEST HIGH ST. STE 205 In A I U10 (1 5- )?�l3 - 3 &3 J Telephoi '� Form RW40 rev. 10.13.06 x e Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cumberland COUNTY,PENNSYLVANIA Name of Decedent: Lester K. Evelhoch Date of Death: 01 August 2002 File Number: 2002-00733 Pursuant to Pa. O.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: . . . . . . . . . . . . . . . . . . . . ❑Yes .To 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? . . . . . . . Des OTO 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 ao d. Copies of receipts,releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be att#eho to this report. Date 29 Jul 2015 W Signature of Person Filing this Fornit w J ersonat Representative �ounset CL Capacity: D o :3- 71 � o, William S. Daniels, Esquire �. U- 4- tZ� o Name of Person Filing this Form 0 0 © One West High Street, Suite 205 Uj LU L7 F-- Cn -j -t Address C--) o Carlisle, PA 17013 co "Luo (717) 243-3831 Telephone RW-10 Forst RW-10 rev.10.13.06 � Pa. 4..C. R le 6.�i 2 S AT S REF4RT REGISTER OF WILLS 0 ��./'h � ��"� COUNTY, PENNSYLVATIIA ��-���� ���. ' � Name of Decedent: %��'�" ��S � Date of Death: • File Number: �- —� � Pursuant to Pa. O.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: . . . . . . . . . . . . . . . . . . . . ❑Yes �No 2. If the answer is No, state when the personal representative ' reasonably believes that the administration will be complete: : r-_.. ...-���,j� 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 �No b. The separate Orphans' Court No. (if any) for the personal representative's account is: . c. Did the personal representative state an account informally to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes ❑No d. Cop.ies of receipts,releases,joinders and approvals of formal or in ccounts may be filed with the Clerk of the Orphans' Court and may be attached this rep rt. „� C'/��. Da1e �� . / / . "• �'s-- "�` `�= Signature oJPer..c,�;�Filing this Form '�'F �.r' L'V �� * ` C�.1 �i. ,. : �� �--j =. ;�_:.s Capacity: ❑Personal Representative Counsel — ., ty .� �� T� � . d � . � ,�..� '�i� L...' s� � r,"'a :,;� !� » A-�. ° �-`� ,�; Nnme ojPerson Filing this Form �. .' � M� �:� s . � .._..S 1..� � �p�y.��,/ � � ,. 4i.« s,a r' � C.� -- 11J . �.__. �.,_ � Address `'°� �.,�.< � � _-. Lz_� r m c� _ , �p �'-..r f-�..1 � /Y , iN.i� \./ Telephone . .— �/ � � � Fnr»e RW.I n r�v 1/1 /7/1rt