HomeMy WebLinkAbout03-0262 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Harry E. Strmh~r No. _,~" O~' I~{O_~--
also known as To:
Register of Wills for the
Deceased. County of 0..2o-cc~.c [t'~cw~ in the
Social Security No. 172-01-586~ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is~a~e 18 years of age or older an the execut or named
in the last will of the above decedent, dated July ! 7 ' 1995
and codicil(s) dated n/a
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h is last family or principal residence at 212 'F'tnwr .qom~on~ T.mno: l~TaO18; ~--E--~t
Po. nn~horn TnwnSh'[p~ PA
(list street, number and muncipality)
Decendent, then 86 years of age_, died q / 1 ? /O't , ~ ,
at Harrisburg Hospital, Harrisburg, PA ' ' -
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 $ 300.000.00
(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 Testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
,~._o ~.,,,~-0 ..... Ridge Road
Hagerstown, MI) 21742-
._~
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF CU~BERLA~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 aff~med and subscribed [
before me this b(L~ ~ d2a(~0c~ft
March Xl~___
~e~,ister
Estate Of Harry E. Stoeber , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~t.o ~ in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated July 17. 1 qq5
described therein be admitted to probate and filed of record as the last will of Harry E. Stoeber
;
and Letters Testamentary
Jack Stoeber
are hereby granted to
FEES
Probate, Letters, Etc .......... $~7D. ~D Beth Ann C. Gabler, Esq. ~t44695
Short Certificates( ) .......... $ ] ~>'. (~Z) ATTORNEY (Sup. Ct. I.D. No.)
~ ........... ~C.~~... $ ~'~ 257 LincOln Way East
.......... ,:Lsu,, Chambersbur~, PA 17201
~ $ /O.~C~ ADDRESS
TOTAL __ $~c~-7. cD~
Filed .... .~..:.~..(C..'. ?..'-$. ................. (717) 263-8447
PHONE
This is to certify that the in[brmation 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, $2.00 ~ ~,-'~r_./ ,'~ ~
,~ LOCal l~,egtstrar
P 9 0 9 3 1 9 2
· 8 2003
No. ~ Date
COMMONWEALTH OF PENNSYLVANIA * OEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
,,.ME OF OECEDENT{F ~11 ) ..... .... I:EX i$C~,AL SECUR,Ty NUMS£R ] O.IE OF DEATH ,Mc~ Day. '.,}
Harr~ E. Stoeber -Male ,. 172 --01 -- 5862 "- 3/12 3
86 ~. : ~ 7/27/16 Homestead,Pa ,~,~ ~,,.~
COUN~ ~ ~a I ~0. ~P OF ~ArU ]FACIL~ NAME (11 ~ ,n~.~,~. g,~ ~,~ an~ ~m~,
,,. Dauphin ,. Harrisburg ~. Harrisburg Hospital
,,,. Eouinment gnaCJ,,,. Navy Depot ~0.,~ ._ ~
[,c,,~,t ,,.. s,~. Pennsylvania ~ ,,,.~ m.~,.
21 2 Four Seasons Lane i~'~ ~ -
,, Enola, Pa 1 7025 [~o~.,~ ,~.c~ Cumberland ~**
,,. Harry H. Stoeber MOTHER'SNAME[F...M~.Ma~m~)
~. Blanche Dampman
2~. ~ack SEoebe~ J~13020 Blue Ridge Rd, Haqe~sto~n~ ~d 21742
~,~D ~ ~[,,~. March 15, 2003 [,~olling Green Mem Park],,,~amp Hill, Pa
? ~ ~IURE N SERVICE MCENSEE PER~ ~Tl~ AS S~H
'. ~~ ~ k~[ M~'~ 22". P-D_ 011RqT-LNuu"~" L~ullivanNA"E~RE~m~'UmF.H.. 51 N. Enola Dr. Enola,Pa
~m~e,l~~.~ - JTo~l~myk~w~ ~amo~urr~a the me. dalea~place~et~ L~ENSENUMSER
~r~n w~ p~s ~am. ~ J E O DE~H JOAri PRO~NCED O~ (MO.,~.. Day, ~aO J~ CA~ REFErEe ~ ME~L E~MINE~O~ER?
LAST WILL AND TESTAMENT
OF
HARRY Eo STOEBER
I, HARRY E. STOEBER, widow man, of Enola, East Pennsboro
Township, Cumberland County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do hereby make, publish and declare this to be my
Last Will and Testament, hereby revoking any and all Wills and Codicils previously
·
made
by me at any t~me heretofore.
FIRST: I hereby direct that my personal representative, hereinafter named, to~
pay all of my just debts (not barred by statute of limitations), funeral and testamentary
expenses; including Pennsylvania Inheritance Taxes, as soon after my demise as may
be practicable.
BE IT KNOWN THAT, I want to be buried next to my wife, MARIE E.
STOEBER, in Rolling Green Cemetery.
SECOND: All the rest, residue and remainder of my estate, I hereby give,
devise and bequeath as follows:
A. TWENTY-FIVE (25%) PER CENT to my sister, BETTY SABOLD, of
Fort Myers, Florida, should she survive me.
B. SEVENTY-FIVE (75%) PER CENT to my brother, JACK STOEBER, of
Hagerstown, Maryland, should he survive me.
THIRD: A. Should my sister, BETTY SABOLD, predecease me, her twenty-five
(25%) percent share is to go to my brother, JACK STOEBER.
B. Should my brother, JACK STOEBER, predecease me, his seventy-
five (75%) percent (or one his hundred (100%) percent share should BETTY
predecease JACK) shall be divided equally and per capita between Jack's two
children: 1. CRAIG STOEBER and
2. KAREN GRIEMSMANN.
FOURTH: I hereby nominate, constitute and appoint my brother, JACK
STOEBER, of Hagerstown, Maryland, as Executor of this my Last Will and Testament.
In the event that my brother, JACK, predeceases me, fails to qualify, ceases to act, or
for some reason is incapable of performing such task, I then nominate, constitute and
appoint my nephew, CRAIG STOEBER, as alternate Executor of this my Last Will and
Testament.
FIFTH: None of the above named parties shall be required to post bond
or surety in this or any other jurisdiction for faithful compliance of the office of Executor.
IN WITNESS WHEREOF, I hereunto set my hand and seat to this and two (2)
other typewritten pages, identified by my signature,
dated on this, the /' '~ day of ~J:/.~'~- ,19_~.~
HAFI~Y E. ST~EE~ER
(Testator)
The preceding instrument, consisting of this and two (2) other typewritten pages,
identified by the signature of the Testator, HARRY E. STOEBER, as and for his Last
Will; who at his request, in his presence and in the presence of each other
have subscribed our names as WITNESSES hereto.
Residing At L~ .~ .--/-¢.,.-)'~___F
COMMONWEALTH OF PENNSYLVANIA )
)
COUNTY OF CUMBERLAND )
k--~-~.~ ..~_b~ , the Testator, and the witnesses, respectively,
whose names are signed to the attached and foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the Testator, HARRY E.
STOEBER, signed and executed the instrument as his Last Will, and that he signed
and executed it willingly, and that he executed it as his free and voluntary act for the
purposes therein expressed, that each of the Witnesses, in the presence and hearing
of the Testator, HARRY E. STOEBER, signed the Will as witnesses, and that to the best
of our knowledge and sight, HARRY E. STOBER, was at the time eighteen (18) or
more years of age, of sound and disposing mind, memory and under no constraint or
undue influence.
HARCIY' E' S~BER '(Testator)
/ZiSS WITNESS
bed, sworn to and acknowledged before me by HARRY E. STOEBER, the
Testator, who personally appeared before me, the undersigned officer,,,.an~o~ ^u¥~° ·
subscribed to and sworr',cto by the WITNESSES, A ..' .,,, .. ...... -.. ~"
-~-~'¢~ ~~ and ~/~,~ ¢._~)~,.~--~b , on th~ .' ~ ~'~ ·
the [~ dayof ~.~-.. , I~ . ~ : ;:¢~e~
...... NbTAR Y PU~CIC '
My Commission Expires:
Notarial Seal
Donald B. Owen. Notary Public
East Pennsbero Twp., Cumberland County
My Comml,,Ion Expires N?v. ,24, 1996
LAST WILL AND TESTAMENT
COUNSELOR'AT'LAW
10~5 MT VIEW DR
ENOCA. PA 17025
PHONE 1717! 732-3552
IN THE COURT OF COMMON PLEAS OF THE 9TH JUDICIAL DISTRICT
OF PENNSYLVANIA-Cumberland County Branch
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
IN RE: ESTATE OF HARRY E. STOEBER
WILL No: 2003 - 00262; Administration No' 21-03-0262
To the Register:
I certify that notice of estate administration required by Rule 5.6(a) of the
Orphans' Court Rules was served on or mailed to the following beneficiaries of
the above-captioned estate on April 3, 2003:
Jack Stoeber Betty Sabold
13020 Blue Ridge Road 5548 Williamson Way
Hagerstown, MD 21742 Ft. Myers, FL 33919
Notice has now been given to all persons entitled thereto under Rule
5.6(a).
I~eth Ann-~. Gabl
SHARPE, GABLER & SHARPE
257 Lincoln Way East
Chambersburg, PA 17201
(717) 263-8447
Counsel for Personal Representative
COMMONWEALTH Of PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002676
GABLER BETH ANN C, ESQ.
257 LINCOLN WAY EAST
CHAMBERSBURG, PA 17201
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold ..................
101 $32,500.00
ESTATE INFORMATION: SSN: 172-01-5862
FILE NUMBER: 2103- 0262
DECEDENT NAME: STOEBER HARRY E
DATE OF PAYMENT: 06/12/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/12/2003
TOTAL AMOUNT PAID: $32,500.00
REMARKS: JACK D STOEBER
BETH ANN GABLER ESQUIRE
CHECK# 104
INITIALS: JA
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
SHARPE, GABLER & SHARPE
ATTORNEYS AT LAW
257 LINCOLN WAY EAST
JOHN McD. SHARPE, JR. CHAMBERSBURG, PA 17201 SUCCESSOR TO:
J. MCDOWELL SHARPE E-MAIL: sharpelaw~cvn.nct SHARPE, WENGER & GABLER
BETH ANN C. GABLER BENEDICT & GABLER
TELEPHONE FAX
(717) 263-8447 October 22, 2003 (717) 263-0279
ATTN: Sue Koser
Register of Wills Office
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
RE: Harry E. Stoeber Estate
21-03-0262
Dear Sue:
Enclosed please find three copies of the inheritance to be filed in connection with
the above estate. I have also enclosed the check to pay for filing. Please send back to this
office a time-stamped copy in the enclosed self-addressed, stamped envelope. Could you
also include a copy of your filing fees in the envelope?
Thank you.
Sincerely,
Beth Ann C. Gabler
BACG:lhe
BBC.
· REV- 1 500 I
INHERITANCE TAX RETURN
2 1_0 3 0 2 6 2
H RISBURG, PA 17128-0601 RESIDENT DECEDENT
Z S~oebe~, ~a~y g. 172 -01 - 5862
~ DATE OF D~TH (MM-DD-Y~R) DATE OF Blah (MM-DD-Y~R)
~ THIS RETURN MUST BE FILED IN DUPLICATE WI~ THE
~ 3/12/03 7/27/~6 REGISTER OF WILLS
~ (IF ~PLI~BLE) SURV~ING SPOUSE'S NAME ~ST, FIRST, AND MIDDLE INITIAL) S~IAL SECURI~ NUMBER
,,, [] 1. Original Return [] 2. Supplemental Return [~] 3. Remainder Return (dm ofdea~h prior I~ 12-13-82)
O~ r~4. Limited Estate ~-] 4a. Future !nterest Compromise (da,. o~ dea~, a~r 12.12.S2) ~] 5. Federal Estate Tax Return Required
o ~ ~ ~-~ 6. Decedent Died Testate (At. ch copy of wi0 [] 7. Decedent Maintained a Living Trust (A~ch copy of Trusl) -- 8. Total Number of Safe Deposit Boxes
< [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death betwe,n 12-31.,1 and 1-1-95) [] 11. Election to tax under Sec. 9113(A)(Ntadl Sc~ O)
I-
"' NAME
,', COMPLETE MAILING ADDRESS
z Beth Ann C Oabler, Esq. SHARPE, GABLER & SHARPE
o ·
a. FIRM NAME (~f^~ab~)
~ 257 Lincoln Way East
'" SHARPE, GABLER & SHARPE
"' TELEPHONE NUMBER Chambersbur g, PA 17201
o
o (717) 263-8447
1. Real Estata (Schedule A) (1) OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corpomton, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 2 9 4,2 6 0,6 l
(Schedule E)
(~ 6. Jointly Owned Property (Schedule F) (6)
<~ Sepamta Billing Requested
~:) 7. Inter-Vivos Transfers & Miscellaneous Non-Probata Property (7)
I-- (Schedule G or L) '
,~ 8. Total Gross Assets (total Unes 1-7) (8) 294,260.61
ILl 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 21, .5 7 6.9 5
10. Debts of Decedent, Mortgage Uabilities, & Liens (Schedule I) (10) 178.64
11. Total Deductions (total Lines 9 & 10) (11) 71:7~
12. Net Value of Estate (Line 8 minus Une11) (12) 272;505.02
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an eleclion to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) .272,505.02
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rata, or transfers under Sec. 9116 (a)(1.2) x .0 (15)
16. Amount of Line 14 taxable at lineal rate x .0 (16)
272,505.02 32,700.60
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at cellafeml rate x .15 (18),
(19) 32,700.60
19.
Tax
Due
Decedent's Complete Address:
STREET ADDRESS 212 Four Seasons Lane
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 3 2,7 0 0.6 0
2. Credits/Payments
A. Spousal Poverty Credit .~2'~ .500.00
B. Pdor Payments ~
C, Discount 1,625. CO Total Credits (A'+ B + C ) (2) 3/+, ]. 25. O0
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. ]., 424.40
Check box on Page I Line 20 to request a refund (4)
5. if Line 1 + Line 3 is greater than Line 2, enter the difference. This ~s the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
pLEASE ANSWER THE FoLLOWING'QUESTiONS BY PLACING AN "X, IN THE APPROPRIATE BLOCKS
Yes No
1, Did decedent make a transfer and:
a. retain the use or income of the property transferred; .......................................................................................... []
b. retain the right to designate who shall use the property transterred 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-probate property which
contains a beneficiary designation? ........................................................................................................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penal6es of perjury, I declare that I have eXamined this return, Including a,.~,,T~,~anytng schea,,I,,~ and ~[,=.i~r,~, and to the best of my knowledge and belief, it is true, correct and ~m~,~ele.
Dedaralbn of preparer other than the personal representative is based on all h,g.,~atlon of which preparer has any knowledge.
ADDR---'~S ISUZU J~.Lue K3_d§e t~oad
Hagerstown, [vid 2].742
ADDRES~Ri:~E, 6ABLER ~-'~
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 survMng spouse is 0% [72 RS. {}9116 (a) (1.1) (ii)].
The statute ~ a transfer to a surviving spouse from tax, and the statutory requirements for disdosure 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 adeceased 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 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 benefidades is 4.5%, except as noted in 72 RS. {}9116(1.2) [72 RS. {}9116(a)(1)],
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 RS. {}9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decadent, whether by blood or adoption.
Commonwealth of Pennsylvania SCHEDULE "E"
Inheritance Tax Return CASH, BANK DEPOSITS AND
Resident Decedent MISCELLANEOUS PERSONAL PROPERTY
ESIAIE U~ ~IL~ NUMBER
Harry E. Stoeber 2003 - 00262 PA No. 21-03-0262
(All property jointly owned with Right of Survivorship must be disclosed .on Schedule 'mFmm).
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1. IRS tax refund $ 1,249.00
2. 2002 Buick sedan $ 16,120.00
3. Allfirst checking account #00821-0281-3 $ 53,406.40
4. Allfirst money market #00981-6738-3 $223,485.21
TOTAL (Also enter on Line 5, Recapitulation) $294,260.61
ommonweaLth of Pennsylvania SCHEDULE "H"
Ir~heritance Tax Return FUNERAL EXPENSES, ADMINISTRATIVE COSTS
Resident Decedent AND MISCELLANEOUS EXPENSES
ESIAIE UP PILE NUMBER
Harry E. Stoeber 2003 - 00262 PA No. 21-03-0262
ITEM DESCRIPTION AMOUNT
NLTMBER
A. Funeral Expenses:
1. Rolling Green Cemetery $ 995.00
B. Administrative Costs:
1. Persona[ Representative Commissions:
Social Security No. of Personal Representative: $10,000.00
183-12-1365
Year Commissions Paid: 2003
2. Attorney Fees - Sharpe, Gabler & Sharpe $10,000.00
3. Family Exemption
Claimant
Address of CLaimant at decedent's death:
Street Address
City, State, Zip
4. Probate Fees
Donna Otto, Register, administration fee $ 307.00
Donna Otto, Register, JCP fee $ 10.00
C. Miscellaneous Expenses: 1. Harrisburg Patriot News - legal advertising $ 75.00
2. CumberLand Law Journal - legal advertising $ 146.59
3. Federal Express mail $ 7.36
4. Family Settlement Agreement $ 17.00
5. Notary fee on Family Settlement Agreement $ '4.00
6. Filing fee for inheritance tax $ 15.00
TOTAL (Also enter on Line 9, Recapitulation)
i $21,576.95
Commonuea[ th of Pennsylvania SCHEDULE "!"
~rn'heritance Tax Return DEBTS OF DECEDENT,
Resident Decedent HORTGAGE LTABILTTIES AND LIENS
1~SIAII~ U)- )'ILl- NUMBI-~
Harry E. Stoeber 2003 - 00262 PA No. 21-03-0262
ITEM DEscRIPTION AMOUNT
NUMBER
1. East Pennsboro Ambulance $ 29.00
2. PP&L final bill $ 47.28
3. Verizon - phone $ 23.62
4. Comcast Cable $ 73.84
5. Cumberland County - personal tax $ 4.90
TOTAL (Also enter on Line 10, Recapitulation) $ 178.64
Commonwealth of Pennsylvania SCHEDULE "J"
Inheritance Tax Return BENEFICIARIES
Resident Decedent
b-SIAl)- UP )'ILk NUM~Y_K
Harry E. Stoeber 2003 - 00262 PA No. 21-03-0262
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
NUMBER SHARE OF ESTATE
A. Taxable Bequests:
A. Jack Stoeber Brother 25%
13020 Blue Ridge Road
Hagerstown, MD 21742
B. Betty Sabold Sister 75%
5548 Williamson Way
Ft. Myers, FL 33919
ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR
NUMBER SHARE OF ESTATE
B. Charitable and Governmental Bequests:
Total (Also enter on Line 13, Recapitulation) $
LAST WILL AND TESTAMENT
OF
HARRY E STOEBER
I, HARRY E. STOEBER, widow man, of Enola, East Pennsboro
Township, Cumberland County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do hereby make, publish and declare this to be my
Last Will and Testament, hereby revoking any and all Wills and Codicils previously
made by me at any time heretofore.
FIRST: I hereby direct that my personal representative, hereinafter named, to
pay all of my just debts (not barred by statute of limitations), funeral and testamentary
expenses; including Pennsylvania Inheritance Taxes, as soon after my demise as may
be practicable.
BE IT KNOWN THAT, I want to be buried next to my wife, MARIE E.
STOEBER, in Rolling Green Cemetery.
SECOND': All-the rest, residue and remainder of my estate, I hereby give,
devise and bequeath as follows:
A. TWENTY-FIVE (25%) PER CENT to my sister, BETTY SABOLD, of
Fort Myers, Florida, should she survive me.
B. SEVENTY-FIVE (75%) PER CENT to my brother, JACK STOEBER, of
Hagerstown, Maryland, should he survive me.
THIRD: A. Should my sister, BE-n'Y SABOLD, predecease me, her twenty-five
(25%) percent share is to go to my brother, JACK STOEBER.
B. Should my brother, JACK STOEBER, predecease me, his seventy-
five (75%) percent (or one his hundred (100%) percent share should BETTY
predecease JACK) shall be divided equally and per capita between Jack's two
children: 1. CRAIG STOEBER and
2. KAREN GRIEMSMANN.
FOURTH: I hereby nominate, constitute and appoint my brother, JACK
STOEBER, of Hagerstown, Maryland, as Executor of this my Last Will and Testament.
In the event that my brother, JACK, predeceases me, fails to qualify, ceases to act, or
for some reason is incapable of performing such task, I then nominate, constitute and
appoint my nephew, CRAIG STOEBER, as alternate Executor of this my Last Will and
Testament.
FIFTH: None of the above named parties shall be required to post bond
or surety in this Or any other jurisdiction for faithful compliance of the office of Executor.
IN WITNESS WHEREOF, ~ hereunto set my hand and seal to this and two (2)
other typewritten pages, identified by my signature,
dated on this, the /"7 day of ~/_-,...~J ,19 ~'~.'~
· ~estator) '
The preceding instrument, consisting of this and two (2) other typewritten pages,
identified by the signature of the Testator, HARRY E. STOEBER, as and for his Last
Will; who at his request, in his presence and in the presence of each other
have subscribed our names as WITNESSES hereto.
/~-~-<' ~ Residing
/~/~ /~t~ Residing At ~' ~-, /¢~r~-~' "
COMMONWEALTH OF PENNSYLVANIA )
)
COUNTY OF CUMBERLAND )
~---5--6k.~ ~r,~_~ ~ , the Testator, and the witnesses, respectively,
whose names are signed to the attached and foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the Testator, HARRY E.
STOEBER, signed and executed the instrument as his Last Will, and that he signed
and executed it willingly, and that he executed it as his free and voluntary act for the
purposes therein expressed, that each of the Witnesses, in the presence and hearing
of the Testator, HARRY E. STOEBER, signed the Will as witnesses, and that to the best
of our knowledge and sight, HARRY E. STOBER, was at the time eighteen (18) or
more years of age, of sound and disposing mind, memory and under no constraint or
undue influence.
HAFIClY'E,. S~"~BER '(Testator)
VZiS S WITNESS
bed, sworn to and acknowledged before me by HARRY E. STOEBER, the-----.
Testator, who personally appeared before me, the undersigned officer,,,.a.n~t¥~
subscribed to and sworo~t,o by the WITNESSES, ,~, ,. "~ .. ....... .. ~,. '-.
NOTARY PUBLIC "u ~ '
My Commission Expires:
Notarial Seal
Donald B. Owen, Notary Public
East_Penns,bor.o Twp., Cum..berlend County
My L;omm~$slOn Expires NOV, 24, 1996
SHARPE, GABLER & SHARPE
Attorneys-At-Law
257 Lincoln Way East
Chambersburg, PA 17201-2294
ATTN: Sue Koser
Register of Wills Office
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
COHHONWEALTH OF PENNSYLVANZA ~
BUREAU OF ZNDZVZDUAL TAXES DEPARTNENT OF REVENUE
ZNHERZTANCE TAX DZVZSZON
DEPT. 280601
HARRISBURG, PA 17118-0601 NOTZCE OF ZNHERZTANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLONANCE
OF DEDUCTZONS AND ASSESSNENT OF TAX
REV-i$4? EX &FP (11-05}
DATE 12-15-2003
ESTATE OF STOEBER HARRY E
DATE OF DEATH 03-12-2003
FZLE NUMBER 21 03-0262
~.. COUNTY CUHBERLAND
BETH ANN C GABLER ESQ ACN 101
SHARPE ETAL Amount Remitted
257 LZNCOLN WAY E
CHAHBERSBURG PA 17201.
HAKE CHECK PAYABLE AND REHZT PAYNENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THXS LXNE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03} NOTXCE OF XNHERXTANCE TAX APPRAXSEHENT, ALLOWANCE OR
DXSALLOWANCE OF BEDUCTXONS AND ASSESSHENT OF TAX
ESTATE OF STOEBER HARRY E FXLE NO. 21 03-0262 ACN 101 DATE 12-15-2003
TAX RETURN NAS: (X) ACCEPTED AS FXLED ( ) CHANGED
RESERVATZON CONCERNING FUTURE ZNTEREST - SEE REVERSE
APPRAZSED 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) .00 credit to your account,
$. Closely Held Stock/Partnership Interest (Schedule C) ($) .00 submit the upper portion
q. Nortgagas/Notas Receivable (Schedule D) (~) .00 of this form with your
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5) 29~260.61 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 294,260.6!
APPROVED DEDUCTZONS AND EXEHPTZONS:
21,576.95
9. Funeral Expenses/Adm. Costs/M/sc. Expanses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule I) (10) [78.64
11. Total Deductions (11) 21.755.59
12. Net Value of Tax Return (12) 272,505.02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
1~. Nat Value of Estate Subject to Tax (1~) 272,505.02
NOTE: Z~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSNENT OF TAX:
15. Amount of Line 1~ at Spousal rata (15) .00 X O0 = .00
16. Amount of Line lq taxable at Lineal/Class A rata (16) .00 X 045 = .00
17. Amount of Line 1~ at Sibling rate (17) 272,505.02 x 12 : 32,700.60
18. Amount of Line 1~ taxable at Collateral/Class B rata (18) .00 X 15 = .00
19. Principal Tax Due (19)= 32,700.60
TAX CREDITS:
PAYHENT RECEZPT DISCOUNT (+)
DATE NUNBER TNTEREST/PEN PATD (-) ANOUNT PATD
06-12-2003 CD002676 1,635.03 32,500.00
TOTAL TAX CREDZT I 34,135.03
BALANCE OF TAX DUEl 1,434.43CR
ZNTEREST AND PEN. I .00
TOTAL DUE J 1,43~. ~3CR
IF PA/D AFTER DATE ZNDZCATED, SEE REVERSE ( TF TOTAL DUE KS LESS THAN $1, NO PAYNENT KS REI~UTRED.
FOR CALCULATZON OF ADD/TTONAL INTEREST. ZF TOTAL DUE TS REFLECTED AS A "CREDZT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE S/DE OF THTS FORN FOR TNSTRUCTZONS. )
RESERVATION: Estates of decedents dying on or before December 12, 19BI -- if any future interest in the estate is transferred
in possession or enjoyment to Class D (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 lawfuI CIass B (colIataraI) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfiIl the requirements of Section 2lqO of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S.
Section 91qO).
PAYHENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NILLS, AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-iSI3). Applications ara available at the Office
of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Z~-hour
answering service for forms ordering: 1-800-36Z-ZO50; services for taxpayers with special hearing and / or
speaking needs: X-8OO-q~7-3OZO (TT onXy).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBlOZ1, Harrisburg, PA 17liB-lOll, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: FactuaI errors discovsred on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZB060I, Harrisburg, PA 17128-060l
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5X) discount of
the tax paid is allowed.
PENALTY: The 1SI 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
penaIty is appealable in the same manner and in the the same time period es you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and 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 (DZ) percent per annum calculated at e daily rate of .00016~. All taxes which became delinquent on and after
January l, 1982 will bear interest et e 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 19BI through ZOO3 are:
Interest Daily Interest Baily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20Z .0005q8 1987 92 .000247 1999 7Z .00019Z
1983 162 .000~8 1988-X99X llZ .O0030X ZOO0 BZ .000219
198~ Ill .000301 1992 9Z .000247 2001 9Z .O00Z~7
1985 13Z .000~S6 1993-I99~ 7Z .O0019Z ZOO2 62 .O0016q
1986 lOZ .O0027~ 1993-199B 9Z .O00Z~7 2003 5Z .000137
--Interest is calculated as follows:
XNTBRBST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELXNQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must bm calculated.
CONNONNEALTH OF PENNSYLVANZA
BUREAU OF ZNDZVZDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. Z&060! INHERITANCE TAX
HARRISBURG, PA 171Z&-0601
STATEMENT OF ACCOUNT
RE¥-I~g? EX AFP (01-05)
DATE 01-05-200q
ESTATE OF STOEBER HARRY E
DATE OF DEATH 03-12-2003
FILE NUMBER ZZ 03-0262
! .il - COUNTY CUMBERLAND
BETH ANN C GABLER ESQ ACM 101
SHARPE ETAL Amount Reei~ed
I
257 LZNCOLN NAY E
I
CHAMBERSBURG PA 17201
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credi~ ~o your account, subei~ ~he upper portion of ~his fore wi~h your ~ax payment.
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS
REV-1607 EX AFP (01-03) #a~ INHERITANCE TAX STATEMENT OF ACCOUNT
ESTATE OF STOEBER HARRY E F'rLE NO. 21 03-0262 ACN 101 DATE Ol-05-ZOOq
THTS STATEMENT TS PROV*rDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACM 'rN THE NAMED ESTATE. SHO#N BELOW/
1S A SUHMARY OF THE PR/NC/PAL TAX DUE, APPLTCATTON OF ALL PAYMENTS., THE CURRENT BALANCE, AND., TF APPLICABLE,
A PROJECTED ItNTEREST FItGURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTMENT: 1Z-15-Z003
PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... 32,700.60
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-12-2005 CD002676 1,635.03 52,500.00
12-19-2003 REFUND .00 1,q3q.q3-
TOTAL TAX CREDIT 32.,700.60
BALANCE OF TAX DUE .00
'rNTEREST AND PEN. . O0
TF pAID AFTER THTS DATE., SEE REVERSE TOTAL DUE . O0
STDE FOR CALCULAT*rON OF ADD*rTIONAL 'rNTEREST.
ZF TOTAL DUE TS LESS THAN $1,
NO PAYMENT TS RE{~UTRED.
ItF TOTAL DUE ItS REFLECTED AS A 'CREDTT'
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THTS FORM FOR TNSTRUCTZONS. )
PAYNENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to= REGISTER OF #ILLS, AGENT.
-- Zf NON-RESIDENT DECEDENT make check or money order payable to: COHHONNEALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which mas not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications are available at
the Office of the Register of Hills, any of the Z3 Revenue District Offices or from the Department's Z4-hour
answering service for forls ordering: 1-800-56Z-Z050~ services for taxpayers with special hearing and / or
speaking needs: 1-DOO-4~7-50ZO (TT only).
REPLY TO: guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z&-0601, phone
(717) 787-6505.
DISCOUNT: If any tax due is paid aithin three (5) calendar months after the decedent's death, a five percent (5Z) discount
of the tax paid is allowed.
PENALTY: The 15Z 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.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date af
death, to the date of payment. Taxes which became delinquent before January 1, 19DZ bear interest at the rate of
six (6Z) percent per annum calculated at a daily rata of .00016~. All taxes which became delinquent on and after
January 1, 1982 mill bear interest at a rate which Hill vary from calendar year to calendar year ~ith that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO5 ara:
Interest Daily Interest Daily Tnterast Daily
Year Rate Factor Year Rate Factor Year Rata Factor
1982 ZOX .000546 1987 92 .000247 1999 7Z .000192
1983 162 .000~38 1988-1991 llZ .000301 ZOOO 82 .000219
1984 112 .000501 1992 92 .000247 ZOOX 92 .000Z47
1985 137. .000556 1995-1994 72 .000192 ZOOZ 62 .000164
1986 XOZ .000274 1995-1998 92. .000247 2005 57. .000157
--Interest is calculated as folloes:
INTEREST = BALANCE OF TAX UNPAID X NUNBBR OF DAYS DELTNQUENT X DAXL¥ INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent Nlll reflect an interest calcuXation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shoan on the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Harry E. Stoeber
Date of Death: 3/12/03
Will No.: 2003 - 00262 Admin. No.: 21-03-0262
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
l. State whe.~rer 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 repre~sentative file a final account with the Court?
Yes _ No
b. The separate Orphans' Court No. (if any) for the~bk"'~onalff3present~ive,s
account is: ~
c. Did the personal r~epr..¢sentative state an account informally_~o the parties
in interest? Yes ~ No [--]
c. Copies of receipts, releases, joinders and approval of f67t~nal o,r ·
informal accounts may be filed with the Clerk of the O~ans Court
and may be attached to this repo.
Date: 10/8/04 7 ¢c~~ff_~
Signature
_J. McDowell Sharpe, Esq.
SHARPE & SHARPE, LLP
257 Lincoln Way East
Chambersburg, PA 17201
Address
(717) 263-8/467
Telephone No.
Capacity: ~r_~ sonal Representative
[Z.~'Counsel for personal representative