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HomeMy WebLinkAbout03-0442PETITION FOR PROBATE and GRANT OF LETTERS Estate of John H. Rebert No. also known as To: Social Security No. 187 - 16- 6 ~ 6 geceased. Register of W~ls fctr the, . County of ~umDeriano 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 execut or ~ in the last will of the above decedent, dated A ~ ~ ET ~ q t 2. 7 and codicil(s) dated N / A in the named ,1995 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with b is last family or principal residence at 650 Bernheisel Bridge Road Miclrll~q~× Tnwn~hip; C~rli~l~: PA. 17013 {list Street, number, Twp. or Boro.} Decedent. then 90 years ofage, died May 20 ,~. 2003 at 6BO Bprnhoi~l R,-'iHgo Rn~H Cmrl~lp. PA. 1701.3 Except as follows, decedent did not marry, was not divorced and did ~ot 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: Decedent 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: 650 Bernheisel Bridge Roa d- Carlisle, PA. 17013 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters T e s t ~m e _n_ t _~_r y theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 'l COUNTY OF Cumberland ~ ~a The petitioner(s) above-n~med 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 abc~ve decedent petitioner(s) will well and truly administer [he estateBaccording to law. before me this ,0~ Estate of John H. Rebert , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW May e~ f~/ XlX) 200,~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 Au gu s t 27, 1995 described therein be admitted to probate and filed of record as the last will 0f John H. Rebert ; Letters Testamentary ~eherebygr~tedto Barbara K. Rebert John H. Rebert, Jr. Mary Oane R. B£osser FEES Probate, Letters, Etc .......... Short Certificates( ) .......... Refiun~iation ................ TOTAL Filed . .~-~....~..~. Patricia R~ Brown 27475 A~ORNEY (Sup. Ct. I.D. No.) 10 West Pomfret Street Carlisle, 17013 ADDRESS 717-249-3024 PHONE Pa. t / 05.81)5 REX,' 9/86 This is to certi ,fy that the information here given is correctly copied from an original certificate of death duly flied with me as 1,ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. 1NAFINING: It is illegal to duplicate this ¢op¥ by photostat or photograph. Fee for this certificate, $2.00 ~ ~ ~ Local Registrar P 9 2 8 3 6 4 1 HAY 2 3 2003 No. ~ Date H105.143 Rev. 2/87 COMMONWEALTH OF PENNSYLVANIA* DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH John H. Rebert ^OE~.WB~..) ~ ~ ~r~o~o~m 'm ~le I~ 187 -- 16 __ 6760 ~ 2~.-'-~-~--' ~ ~ ~ ~m~(~ ~ ~ u, zOO3 90 ~ ~ ~ ..... . ~ ,m~F~) ~~---~,~)~ ~a ZU, 2003 ~c'~S U~ ~C~AT ~~J~ ~ ~ ' 1~ I'~'~"~'~ ' I,.~ite 650 BerCeUse[ B~d . lar H. Rebert TM°mER~E~ ~) ~~. ~m . ~ ,,~ y 2~, 2003 , ...... ,,~ .u.,. me ~us~I a~ ~n~ al s~ ........... ~ ..... , ~ --t ~] l/~ 1 ~ · .......... ~""~ a~ [~ U~, dat~ and pMce, a~ due to t~ ~u~e(s) a~ ~nw ~ .~.~ ~CAL ~MINE~O~NE~ ....................................................... LAST WILL AND TESTAMENT OF JOHN H. REBERT I, JOHN H. REBERT, of 650 Bemheisel Bridge Road, Middlesex Township, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding do make, publish and declare the following as and for my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils at any time heretofore made by me. ITEM I I order and direct my personal representatives, hereinafter named, to pay all my debts and funeral expenses, including all inheritance taxes that may be assessed against my estate, as soon as convenient after my death. ITEM II I direct that my burial take place in Kutz's Cemetery, Claremont Road, where the Rebert family plot is located, and that I be given a funeral at First Presbyterian Church commensurate with my station in life. ITEM III I give and bequeath my 1700 Grandfather Clock, which belonged to my grandfather, John Rebert, to my son, JOHN H. REBERT, JR., if he survives me, with the provision that, because of its height, said clock remain in the house at 650 Bemheisel Bridge Road until such time as John H. Rebert, Jr., can provide adequate accommodations for it. Page 1 of 5 ,..t t¥ ITEM IV I give, devise and bequeath my interest in the real estate situate in Middlesex Township, Carlisle, Cumberland County, Pennsylvania, as identified by the following Tax Parcel Identification Numbers, to wit 21-05-0433-004; 21-04-0371-044; 21-04-0371-043A; 21-04-0371-043; 21-04-0371-016; 21-04-0371- 015; and 21-04-0371-015A, to my son, JOHN H. REBERT, JR., provided he survives me by thirty (30) days. If my son, JOHN H. REBERT, JR. fails to survive me, then the gift to him shall lapse and be distributed as part of my residuary estate. ITEM V It is my wish that my son, JOHN H. REBERT, JR., continue to farm the real estate owned by me, BARBARA KIRK REBERT and MARY JANE R. BLOSSER, as long as he wishes to do so. ITEM VI I give, devise and bequeath all the rest, residue and remainder of my property, real or personal, (including lapsed legacies and devises) whatsoever and wherever situate and whether acquired before or after the execution of this Will, and in whatever form my personal representatives have placed the same, in equal shares, share and share alike, to my three children, namely, BARBARA KIRK REBERT, JOHN H. REBERT, JR., and MARY JANE R. BLOSSER. If any child of mine should fail to survive me, then and in that event the share of such child shall lapse and be distributed as part of my residuary estate. ITEM VII I nominate, constitute and appoint my three children, BARBARA K. REBERT, JOHN H. REBERT, JR., and MARY JANE R. BLOSSER, or the survivor of them, Co-executors of this, my Last Will and Testament, to serve without bond. Page 2 of 5 ITEM VIII I give and grant to my Executors in addition to, and not in limitation of, the powers conferred by law, the following further full powers (a) The full power to sell at public or private sale or sales, lease, mortgage and convey any and all property, real or personal, which I may own at the time of my death, and to give good and sufficient deeds or bills of sale therefore, and to do every other act and thing necessary or appropriate to complete administration of my estate as my Executors shall, in the exercise of reasonable discretion, deem advisable. (b) Subject, however, to the condition that should any beneficiary under this Will wish to sell his or her interest in any property, the other beneficiaries shall be given the fkst option to purchase said interest. ITEM IX (A) Wherever in this Will the words "Executor" and "Personal Representative" are used, they shall be construed to mean "Executor, Executors, Executrix, Executrices, and the survivor or survivors of them and their successor or successors in office". (B) All references made and all nouns and pronouns used herein shall be construed in the singular or plural and in such gender as sense and circumstances require. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this day of August, 1995. ~HN .. REBERT Page 3 of 5 SIGNED, SEALED, PUBLISHED and DECLARED by the above Testator as and for his Last Will, in the presence of us, who thereupon at his request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses. Address Witness Address STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND : SS We, JOHN H. REBERT, JAMES J. KAYER and PATRICIA R. BROWN, the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witnesses and that to the best of each witness' knowledge and belief the Testator was at that time eighteen years of age or older, of sound mind and under no undue constraint or influence. Witness T~or Page 4 of 5 Subscribed, sworn to and acknowledged before me, JOHN H. REBERT, the Testator and subscribed and sworn to before me by JAMES J. KAYER and PATRICIA R. BROWN, witnesses, this ~?~ay of August, 1995. Notary Public Page 5 of 5 < o b..4 CERTIFICATION OF NOTICE UNDER RULES 5.6(a) Name of Decedent: Date of Death: Will No: John H. Rebe~ May20,2003 21-03-0442 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on June 19, 2003: Barbara K. Rebert 650 Bernheisel Bridge Road Carlisle, PA 17013 John H. Rebert, Jr. 7496 Wertzville Road Carlisle, PA 17013 Mary Jane R. Blosser 675 Bcmheisel Bridge Road Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No exceptions. Date: June 19, 2003 Patricia R. Brown, Esquire 10 West Pomfret Street Carlisle, PA 17013 Phone: 717-249-3024 Capacity: Counsel for personal representatives COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002916 BROWN PATRICIA R 10 WEST POMFRET STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 187-16-6760 FILE NUMBER: 2103-0442 DECEDENT NAME: REBERT JOHN H DATE OF PAYMENT: 08/18/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/20/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~10,675.00 TOTAL AMOUNT PAID: 910,675.00 REMARKS: ROBERT CHILDREN C/O PAT BROWN ESQUIRE SEAL CHECK# 111 INITIALS: AC RECEIVED BY-' DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV-1162 EX(11-96) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003585 BROWN PATRICIA R 10 WEST POMFRET STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 1 87-1 6-6760 FILE NUMBER: 2103-0442 DECEDENT NAME: REBERT JOHN H DATE OF PAYMENT: 02/20/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 05/20/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $3,393.10 !REMARKS: PAT BROWN, ESQ TOTAL AMOUNT PAID: $3,393.10 SEAL CHECK# 125 INITIALS' AC RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128--0601 I- Z I,U LLI z lU z o W n~ Z o REV- 1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Rebert, John H. DATE OF DEATH (MM-DD-YY) Ma), 20, 2003 IDATE OF BIRTH (MM-DD-YY) September 22, 1912 IF APPLICABLE) SURVIVING SPOUSE'S NAME OFFICIAL USE ONLY FILE NUMBER 21-03-0442 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 187-16-~760 NUMBER THIS MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER X---I 1. Odginal Return '-"1 4. Limited Estate X----] 6. Decedent Died Testate ~ 9. Lit'g'tion Proceeds Rec'd [] 2. Supplemental Return [] 4a. Future interest Compromise [] 7. Decedent had Living Trust ~ 10. Spousal Poverty Credit [] 3. Remainder Return [~5. Fed. Est. Tax Return Req'd 2__ 8. Total number of SDB's ~ 11. Election to tax w/Sec. 9113(A) THIS SECTION IS REQUIRED. DIRECT ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION TO: NAME: Patdcia R. Brown, Esquire FIRM NAME: TELEPHONE NUMBER 717 249-3024 COMPLETE MAILING ADDRESS: Patricia R. Brown, Esq. 10 W. Pomfret St. Carlisle, PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3.Closely Held Corporation, Partnership or Sole-Prop. (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Misc. Personal Prop.(Sch. E) (5) 6. Jointly Owned Property (Schedule F) (6) r--I Separate Billing Requested 7. Inter-Vivos Transfers & Misc. Non-Prepare Prop. (7) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administration Costs (Sch H) (9) 10. Debts of Decedent, Mortgage liabilities, & Liens (10) 11. Total Deductions (total lines 9&10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made 14. Net Value Subject to Tax (Line 12 minus Line 13) $76,386.~~, $0.a~ $263,705.~. $57,983.0~ (8) $"39'8,074.q~ $35,137.05 $38,463.26 (11) $73,600.31 (12) $324,474.47 (13) (14) $324,474.47 SEEINSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amnt of Line 14 taxable at the spousal rate, or transfers under Sec.9116(a)(1.2) x.0__ (15) $0.00 16. Amount of Line 14 taxable at lineal rate $323,166.10 x.045 (16) $14,601.35 17. Amount of Line 14 taxable at sibling rate $0 x. 12 (17) $0.00 18. Amount of Line 14 taxable at collateral rate $0 x. 15 (18) $0.00 19. Tax Due (19) $14,601.35 !o [] CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT >>BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH<< Decedent's Complete Address: 650 Bernheisel Bdd~e Road ISTREET ADDRESS CITY Carlisle Tax Payments and Credits: 1. Tax Due 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discounts STATE PA (1) Interest/Penalty if applicable D. Interest E. Penalty $10,675.00 Total Credits (A+B+C) Total ImerestJPentatty (D+E) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund If Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (2) (3) (4) Make Check Payable to: REGISTER OF VI/ILLS, AGENT (5) (SA) (5B) PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred: b. retain the dght to designate who shall use the property tmnserred or its income: c. retain a reversionary interest: or d. retain the promise for life of either payments 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 in, st 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 disignation? yes no IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ZIP 17013 $14,601.35 $0.00 $3,393.10 $3,393.10 Under pa~alties of pequ~, I dectare that I have examined this return, including accompanying schedules and statements, and to th~ best of my knowledge and belial, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which p~'eparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS SIGNATt. JJ~ OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS 10 West Pomfret Street, Carlisle, PA 17013 For dates of death on or after July I, 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% [72P.S. Sec. 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 PS. Sec. 9116(a)(1.1 )(ii)]. The statute does not exempt a transfer t~ a survWing spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only ber~ficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers fi.om a deseased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent1 or a steppare~t of the child is 0% [72 P.S. Sec. 9116(a)(1.2)]. The tax rate imposed on the net value of transfers to {x fo~ the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S. Sec. 9116(1.2) [72 P.S. Sec. 9116(e)(1). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. Sec.9116(a)(1.3)] A sibling is defir~:l, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. LAST WILL AND TESTAMENT OF JOHN H. REBERT I, JOHN H. REBERT, of 650 Bemheisel Bridge Road, Middlesex Township, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding do make, publish and declare the following as and for my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils at any time heretofore made by me. ITEM I I order and direct my personal representatives, hereinafter named, to pay all my debts and funeral expenses, including all inheritance taxes that may be assessed against my estate, as soon as convenient after my death. ITEM II I direct that my burial take place in Kutz's Cemetery, Claremont Road, where the Rebert family plot is located, and that I be given a funeral at First Presbyterian Church commensurate with my station ITEM In I give and bequeath my 1700 Grandfather Clock, which belonged to my grandfather, John Rebert, to my son, JOHN H. REBERT, JR., if he survives me, with the provision that, because of its height, said clock remain in the house at 650 Bernheisel Bridge Road until such time as John H. Rebert, Jr., can provide adequate accommodations for it. Page 1 of 5 ITEM IV I give, devise and bequeath my interest in the real estate situate in Middlesex Township, Carlisle, Cumberland County, Pennsylvania, as identified by the following Tax Parcel Identification Numbers, to wit 21-05-04334304; 21-04-0371-044; 21-04-0371-043A; 21-04-0371-043; 21-04-0371-016; 21-04-0371- 015; and 21-04-0371--015A, to my son, JOHN H. REBERT, JR., provided he survives me by thirty (30) days. If my son, JOHN H. REBERT, JR. fails to survive me, then the gift to him shall lapse and be distributed as part of my residuary estate. ITEM V It is my wish that my son, JOHN H. REBERT, JR., continue to farm the real estate owned by me, BARBARA KIRK REBERT and MARY JANE R. BLOSSER, as long as he wishes to do so. ITEM VI I give, devise and bequeath all the rest, residue and remainder of my property, real or personal, (including lapsed legacies and devises) whatsoever and wherever situate and whether acquired before or after the execution of this Will, and in whatever form my personal representatives have placed the same, in equal shares, share and share alike, to my three children, namely, BARBARA KIRK REBERT, JOHN H. REBERT, JR., and MARY JANE R. BLOSSER. If any child of mine should fail to survive me, then and in that event the share of such child shall lapse and be distributed as part of my residuary estate. ITEM VII I nominate, constitute and appoint my three children, BARBARA K. REBERT, JOHN H. REBERT, JR., and MARY JANE R. BLOSSER, or the survivor of them, Co-executors of this, my Last Will and Testament, to serve without bond. Page 2 of 5 ITEM VIII I give and grant to my Executors in addition to, and not in limitation of, the powers conferred by law, the following further full powers (a) The full power to sell at public or private sale or sales, lease, mortgage and convey any and all property, real or personal, which I may own at the time of my death, and to give good and sufficient deeds or bills of sale therefore, and to do every other act and thing necessary or appropriate to complete administration of my estate as my Executors shall, in the exercise of reasonable discretion, deem advisable. (b) Subject, however, to the condition that should any beneficiary under this Will wish to sell his or her interest in any property, the other beneficiaries shall be given the fkst option to purchase said interest. ITEM IX (A) Wherever in this Will the words "Executor" and "Personal Representative" are used, they shall be construed to mean "Executor, Executors, Executrix, Executrices, and the survivor or survivors of them and their successor or successors in office". (B) All references made and all nouns and pronouns used herein shall be construed in the singular or plural and in such gender as sense and circumstances require. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this day of August, 1995. ~ItN lt. REBERT Page 3 of 5 SIGNED, SEALED, PUBLISHED and DECLARED by the above Testator as and for his Last Will, in the presence of us, who thereupon at his request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses. Witness Address Address STATE OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : We, JOHN H. REBERT, JAMES J. KAYER and PATRICIA R. BROWN, the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being lb:st duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he signed willingly, and that he executed it as his flee and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witnesses and that to the best of each witness' knowledge and belief the Testator was at that time eighteen years of age or older, of sound mind and under no undue constraint or influence. Witness Page 4 of 5 Subscribed, sworn to and acknowledged before me, JOHN H. REBERT, the Testator and subscribed and sworn to before me by JAMES J. KAYER and PATRICIA R. BROWN, witnesses, this ' - c~~day of August, 1995. Notary Public Page 5 of 5 SCHEDULE A REAL ESTATE ESTATE OF Rebert, John H. FILE NUMBER (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value with is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to sell, both having reasonable knowledge of the relevant facts. ITEM DESCRIPTION NUMBER 291.25 acre farm at 650 Bernheisel Bridge Road, Carlisle (tax parcel nos: 21-05-0438-004; 21-04-0371-015 015A, 016, 043,043A and 044) Clean and Green valuation = 229,160 (one-third interest - tenant in common) VALUE AT DATE OF DEATH $76,386.00 TOTAL (also on line I, Recapitulation) $76,386.00 THIS DEED Tax Parcel I.D. No. 21-04-0371-016 MADE THE 2:' ~-' day of August in the year nineteen hundred ninety-five (1995). BETWEEN JOHN H. REBERT and ELIZABETH S. REBERT (deceased), of Carlisle, Cumberland Counly, Pennsylvania, hereinafter referred to as "Grantors" AND JOHN H. REBERT, SR., BARBARA K. REBERT and MARY JANE R. BLOSSER, tenants in connnon, without right of survivorship, hereinafter referred to as "Grantees" WITNESSETH, that in consideration of the sum of ONE ($1.00) Dollar, in hand paid, the recei'pt whereof is hereby aclmowledged, the said Grantors do grant and couvey in fee simple to said Grantees, their heirs and assigns, ALL that certain tract of land situate in Middlesex Township, Cumberlmld County, Pennsylvania, more particularly bounded and described as follows, to wit: BEGINNING at a white oak; thence by land now or formerly of Jolm Rebert, North 67-3/4 degrees East 46.4 perches to a stone; thence by lands now or formerly of Jolm Rodgers, North 29-1/2 degrees West 30.5' perches to a stone; thence by lands now or formerly of Mrs. Neiswanger, South 81 degrees West 39.3 perches to a stone; thence by same, South 16 degrees West 6.1 perches to a stone; thence by lands now or formerly of Amos Rodgers, South 21-1/2 degrees East 34.4 perches to the Place of BEGINNING. CONTAINING 9 acres and 94 perches, strict measure. I BEING the same premises which Lemoyne Trust Company, Administrator of the Estate of Bertha G. Adams, by its deed dati:d Qctober 10, 1959 and recorded in the Office of the Recorder of Deeds in and for Cumberland Cotmty.in Deed Book Volume "L", Volume 19, Page 311, granted and conveyed unto Jotm H. Rebert arid Elizabeth S. Rebert. Elizabeth S. Rebert died on August 8, 1993 in Cumberland County,, Pennsylvania, thus vesting title and interest in John H. Rebert, Sr., surviving tenant by the entirety, Grantor herein. THE within conveyance is from father to father and daughters and therefore this transfer is excluded from realty transfer taxes imposed by the Commonwealth of Pe~msylvania, Middlesex Township, avid Cumberland Valley School District. See Realty Transfer Act, 72 P.S. 8102-C.3. AND the said Grantor hereby covenants and agrees that lie will warrant specially the property hereby conveyed. IN WITNESS WHEREOF, said grantor has hereunto set his hand and seal the day and year first above written. SIGNED, SEALED AND DELIVERED IN THE PRESENCE OF .--'~folm H. Rebert (SEAL) ALSO KNOWN AS ~)>~,hn 121. Rebert, Sr. (SEAL) COMMONWEALTH OF PENNSYLVANIA · : SS. COUNTY OF CUMBERLAND · On this, the.~v, day of , 1995, before me, a notary public in and for the County of Cumberland, Coanmonwealth 6t' Pennsylvania, the undersigned officer, personally appeared John H. Rebert, Sr., known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. ..... h'0"T";IO ARIAL .................... SEAL ] set my h and official seal. DENISE SNIOER. NOTARY CARLISLE BORO. CUMBERLAND COUNTY I t,C/L~ (SEAL) M~ COMMISSION EXPIRES OCT. 28. 1996I -'NOr'rrT-Fublic ! ', ember, Pennlylvania Am~:iati~n._? Notaries I do hereby certify that the precise residence and complete post office address of the within named grantees is 650'Ber~fl~eisel Bridge Road, Carlisle, PA 17013. Attorney for Grantor/Grantee % COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : SS. RECORDED Oll this day of Office of the said County, in Deed Book Vol. ,A.D. 19 , Page , in the Recorder's Given under my hand and the seal of the said office, the date above written. , Recorder i I i I i I SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS LOCATION: TAX PARCEL NUMBERS: IMPROVEMENTS: PROPERTY RIGHTS: OWNERSHIP HISTORY: SCOPE OF THE ASSIGNMENT: OBJECTIVE: EFFECTIVE DATE: HIGHEST AND BEST USE: 650 Bernheisel Bridge Road Carlisle, Pennsylvania 21-05-0433-004, 21-04-0371-015, 015A, 016, 043, 043A, and 044. Three single-family dwellings, barn and other farm buildings. Fee simple interest. The subject property is owned by John H. Rebert, Sr., Barbara K. Rebert and Mary Jane R. Blosser. The property was purchased on September 22, 1995 for a reported consideration of $1.00 and ownership transferred on Deed Book 128, Pages 746 through 758. The scope of the assignment included an analysis of the subject's area, an inspection of the subject property, an estimation of the property's highest and best use, consideration of all three approaches to value, and the application of those relevant to the valuation of the subject. To estimate the market value of the subject property as unencumbered. May 20, 2003. Continued use as a farm and subdivision of the two auxiliary dwellings. COST APPROACH: SN.A. SALES APPROACH: INCOME APPROACH: N.A. FINAL VALUE CONCLUSION: $733,000 $733,000 2 APPRAISAL CERTIFICATION I hereby certify that upon application for valuation by: THE ESTATE OF JOHN H. REBERT, SR. the undersigned personally inspected the following described property: All those certain piece~ or parcels of land, with the improvements thereon erected, situate in Middlesex Township, Cumberland County, Pennsylvania, bounded and described as follows: TRACT NO. 1: Beginning at a black oak; thence by land now or formerly of Elizabeth Rodgers, South 21.25 degrees East 4.1 perches to a stone; thence North 16 degrees East 6.1 perches to a stone; thence North 81 degrees East 39.3 perches, to last two courses and distances being by land now or formerly of Edward Rebert; thence by land now or formerly of Elizabeth Rodgers, North 29.5 degrees West 119.5 perches to a stone; thence by lands now or formerly of Mary Norcross, South 83 degrees West 55 perches to stones; thence by lands now or formerly of Harry Albright, South 34.25 degrees East 130.5 perches to the pla6e of beginning. Con- taining 31 acres and 117 perches. TRACT NO. 2: Beginning at a stone pile at the comer of land now or formerly of John H. Rebert, Sr.; thence by land of the said Rebel't, North 27 degrees 21 minutes 03 seconds West 1,456.46 feet to a stone pile;thence by land now or formerly of Ray Brownawell, North 85 degrees 01 minutes 27 seconds East 221,15 feet to a stone pile; thence by other land of the said Rebert, South 27 degrees 13 minutes 04 seconds East 1,381.42 feet to a point; thence by same, South 65 degrees 15 feet West 201.5 feet to a point, the place of beginning. Containing 6.611 acres. TRACT NO. 3: Beginning at a point at comer of land now or formerly of John H. Rebert, Sr., land now or formerly of Arthur Reed, and land herein described; thence by land of said Rebert, North 29 degrees West 285.37 feet to stones; thence by the same, North 73 degrees 55 minutes 09 seconds East 1,478.36 feet to stones; thence by the same, South 17 degrees 55 minutes 45 seconds East 281.92 feet to stones; thence by land now or formerly of Coover Donnelly, South 74 degrees 33 minutes 12 seconds West 675.88 feet to stones; thence by land now or formerly of Charles Bennett, South 73 degrees 13 minutes 30 seconds West 375.34 feet to a point; thence by land now or formerly of Arthur Reed, South 74 degrees 01 minutes 30 seconds West 372.50 feet to stones, the place of beginning.. Containing 9.252 acres. TRACT NO. 4: Beginning at a white oak; thence by land now or formerly of John Rebert, North 67.75 degrees East 46.4 perches to a stone; thence by lands now or formerly of John Rodgers, North 29.5 degrees West 30.5 perches to a stone; thence by lands now or formerly of Mrs. Neiswanger, South 81 degrees West 39.3 perches to a stone; thence by same, South 16 degrees West 6.1 perches to a stone; thence by lands now or formerly of Amos Rodgers, South 21.5 degrees East 34.4 pemhes to the place of beginning. Containing 9 acres and 94 perches. TRACT NO. 5: Beginning at a nail in the center of a Township Road at lands now or late of D.N. Nyberg; thence along the center of said Township Road, North 21 degrees 18 minutes 09 seconds West 1,355.26 feet to a nail; thence along other lands now or formerly of Howard V. Shahan, South 86 degrees 46 minutes 00 seconds West 570.47 feet to a stake; thence still along other lands now or formerly of Howard V. Shahan, South 20 degrees 24 minutes 58 seconds East 1,350.78 feet to a stake at lands now or late ofD.N. Nyberg; thence North 86 degrees 33 minute, 58 seconds East 591.78 feet to a nail, the place of beginning. Containing 17.212 acres, more or less. TRACT NO. 6: Beginning at a nail in the center of L.R. 21012, said nail being common for the property comer now or formerly of Robert and Donna Shahan and John H. Rebert, et ux; thence along the common property line of the said Shahan and Rebert, South 86 degrees 46 minutes West 168.30 feet to a point; thence along other land of the said Rebert the following two courses and distances: South 21 degrees 18 minutes East 202.19 feet to a point; thence Norlth 68 degrees 42 minutes East 160 feet to a point in the center of L.R. 21012; thence along the center of L.R. 21012, North 21 degrees 18 minutes West 150 feet to the nail and place of beginning. Containing 0.647 acre. TRACT NO. 7: Beginning at a stone at the comer of land now or formerly of Mary Emily Rebert Meily and Harry S. Meily; thence by lands now or formerly of Abraham Elliot or E.H. Rebert, South 67.75 degrees West, 8.6 perches to stones; thence by lands now or formerly of John Rebert or E.H. Rebert, South 31.5 degrees 23.8 perches to a stone;'thence by lands now or formerly of Dr. Matthew B. Rodgers, North 10.75 degrees West 24.1 perches to the place of beginning. Containing 101 perches, more or less. TRACT NO. 8: Beginning at a gum tree, comer of lands now or formerly of John Rebert and Jacob Hitch; thence by land now or formerly of William B. Il'vine, South 87 degrees East 102 perches to a chestnut tree; thence by land now or formerly of John Souder, South 11.25 degrees East 25 perches to stones; thence by land now or formerly of Matthew Rodgers, South 80 degrees West 89 perches to stones; thence by land now or formerly of John Rebert, 'North 29 degrees West 40 perches to the place of beginning. Containing 18 acres and 62 perches. TRACT NO. 9: Beginning at a stone pile, comer of lands now or formerly of Henry C. Babble and John Rebert; thence in an easterly direction to a stone pile by a stump, comer of lands now or formerly of John Rebert, John Souder's heirs and Harry Senseman; thence in a northerly direction to a stone, comer of land now or formerly of said Senseman and James Bell; thence in a westerly direction to a stone pile, comer of lands now or formerly of Henry Babble and said Bell; thence in a southerly direction to the place of beginning. Containing 28 acres and 70 perches. 4 TRACT NO. 10: Beginning at a white oak tree near the state road; thence by lands of Bertha G. Adams, North 68 degrees East 46.4 perches to a stone; thence by lands of Sovilla Kautz and Arthur Reed, South 31.5 degrees East 238 perches to a stone; thence by lands of Roy A. Thoman, South 66 degrees West 30.6 perches to a stone; thence by lands of the same and school lot, South 86.25 degrees West 61 perches to a stone; thence by public road, North 21 degrees West 215 perches to the place of beginning. Containing 96 acres and 20 perches. TRACT NO. 11: Beginning at a stone a few perches East of Tract No. 10 above described; thence by Tract No. 12 hereinafter described, North 11 degrees West 7 perches to a stone; thence by same North 29.75 degrees West 136 perches to a stone heap; thence by Norlth Mountain, North 82 degrees East 59 perches to a gum tree; thence by lands formerly of Isaac Smith, South 29.25 degrees East 140 perches to a stone heap; thence South 2 degrees East 7.5 perches to a stone; thence by lands of Sovilla Kautz, South 82.5 degrees West 60 perches to the place of beginning. Containing 50 acres and 30 perches. TRACT NO. 12: Beginning at a stone; thence by Tract No. 11 above described, North 11.25 degrees West 11 rods to stones; thence by lands of same, North 29.5 degrees West 52 perches to stones; thence by lands of Abram Rodgers, South 65.25 degrees West 12 perches to stones; thence by lands of Abram Rodgers and Bertha Adams, South 29.5 degrees East 62.3 perches to a stone; thence by lands of Sovilla Kautz, North 67.75 degrees East 8.6 pemhes to a stone, the place of beginning. Containing 4 acres and 89 perches. To the best of my knowledge and belief the statements contained in this report are true and correct, and that neither the employment to make this appraisal nor the compensation is contingent upon the value reported, and that in my opinion the Market Value as of May 20, 2003 is: SEVEN HUND~D THIRTY-THREE THOUSAND DOLLARS $733,000 The property was appraised as a whole, subject to the contingent and limiting conditions outlined herein. Certified General Appraiser GA-000014-L SCHEDULE B STOCKS AND BONDS ESTATE OF FILE NUMBER Rebert, John H. 21-03-0442 (All property)ointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 Hoffer & Garman, lnc (5 shares issued 5-5-1922 registered to .- no value E. H. Rebert determined TOTAL (also on line 2, Reca0itulation) $0 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUS PERSONAL PROPERTY ESTATE OF FILE NUMBER Rebert, John H. 21-03-0442 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH I Prudential Financial Securities acct no: 044-265532-68 (see attached stfitement) $260,180.81 2 Cash - safety deposit box $240.00 3 Grandfather clock - (Thomas Osbourne verified as dated 1800-1842) $3,000.00 4 PFB Premium Refund $284.90 TOTAL (also on line 5, Recapitulation) $263,705.71 For The Period: May 1 - May 31, 2003 Account Number: ,---.--.--- 044-265532-68 Page 1 of 3 Priced Securities Value Annuities & Insurance Money Market Funds Cash Balance $133,568.12 $139,343.28 $102,541.51 $102,884.79 $22,049.00 $22,346.00 $65.29 $59.27 D~idends $11.87 $60.30 Interest $81.70 $367.25 $18.75 $512.50 Municipallncome $178.66 $915.19 Your Financial Advisor: JACK SPAHR E-mail Address: Your Branch Manager: VICE PRESIDENT INVESTMENTS 3 LEMOYNE DRIVE LEMOYNE PA 17043 jack_spahr~prusec, corn ROGER A. BARILANI Phone: 717-761-7344 JOHN H REBERT 650 BERNHEISEL BRIDGE RD CARLISLE PA 17013-9086 h',llh,,llh,,,,,ll,,Ihhh,lh,,h,h,lh,,hhlh,,ih,,i JOHN HANCOCK HIGH YIELD BOND FUND CLASS B ' ESTIMATED ESTIMATED CURRENT CURRENT ACCRUED ANNUALIZ'ED CURRENT QUANTITY PRICE VALUE INTEREST INCOME YIELD COMMENTS ~'l~)'l~/~:l:i~,~.'~li'Ty FUND CLASS 1,833.741 4.680 $8 581.91 $821 9 57% ............................... !ii!i!!!!!!!!!i!i!!i!i!!'?, ........................................................... ~ ............................................................. '. ................... : ...... · . ....................................................... ............ .................... ........................... : ........................................ PRUDENTIAL MUNICIPAL BO~[~'~L~I~[~i ............................................................ $104 1 19~ ...,H.!.G..H..!.N...C..O,..M...E,.,S. ER B FORMERY HIGH YIELD 2,803.031 10.270 $28,787.13 $1 477 '"5"i13'~/~ ................................................... ~i~'~'~¥i~i~'i~'-f'iLi'-f',~'~b~'~'~£.× ............................................................... i i~;~ii'~,'{i .............. ~i'i~" $8,117.65 $165 2.03% Reinvest Dividends STRATEGIC PARTNERS FOCUSED VALUE FUND A 2,816.901 8.450 $23,802.81 VAN KAMPEN(MERRITT)AMERICAN CAPITAL TR ....A..D...V.A...N. TAGE PENNSYLVANIA MUNI INC TRUST 650 17,220 $11 193 00 ............. .R..~i.n.~est Div/Cap Gain FN__MA_ R ['1~ i~ '~'(~'~ ' ~'1~1~ i ~' 'i'~'~' ~ ',~ ...................................................................................... ' ' $733 6.55% ........................................... _ _?;~OL g5G3AA 3,000 97.000 '~ .................... ~'~"~)'i ~' ~ ................. ,;: ;',:. ....................................................... ,RG _IVlP 7.500 03/25/2025 DTD 03/01/95 ' ' ;~]~ S225 7.73% ..................................... / 8 AT 100.00 ~'~'~:'~'~s~'~'~'~'~.~s~-,~ ................................................ i'~'~ ................. i'~',¥'~'~'"'~ .................. ~i'i'~'~"~ ........................... . .............. ,~o~o~.°~%,,,~,~o, o~oo,,,~,o~ · . . ,~o~ '" ~.~.~ ...... ~...~.~.,~. ...................................... Please see reverse side Client Statement Prudential Financial or The Penod: lay 1 - May 31,2003 JOHN H REBERT Account Number: 044-265532-68 Page 2 of 3 ESTIMATED ESTIMATED CURRENT CURRENT ACCRUED ANNUALIZED CURRENT QUANTITY PRICE VALUE INTEREST INCOME YIELD COMMENTS CALLABLE 04115/2005 AT 100.00 BOOK ENTRY ONLY ~RICED SECURITIES VALUE $130,343.28 $124 $4,381 RUDENTIAL MONEYMART ASSETS FUND 22,346 1.000 $22,346.00 $152 .68% 7-Day Yield 1ONEY,. MARKET FUNDS $22r346.00 $152 ESCRIPTION .. POLICY NUMBER SUB-VALUE VALUE DATE OF VALUE COMMENTS F?UDENTIAL DISCOVERY ANNUITY 98593261 $102,884.79 05/29/03 .NNUITIES & INSURANCE VALUE $102,884.79 h'e' '~'r;l'~;Ji~ ';,'l~)~" i~ ~1'C~' 'p~ii~' ~;~i~,i' 'n:l'a'y' 'b'~' '~l'i'fl:e'i~{ 'i~'i~' ~,~i~'si' '~ :~ '~;'~'~J'l~'il' 'l~i' j~i~i' ~;J ~{~i' :l:-~¥ai' ~c'~'l~t 'l~l~{' ;~' '~'~'~' ~i~l' i~i~l~' ~:s~i~ '~;i'j~;i;~iiY; 'G~i~il ....... hese policies are displayed for informational purposes (courtesy of the insurance companies), and are not insured by the Securities Investor Protection Corporation (SIPC). DATE TRANSACTION QUANTITY PRICE/COMMENTS AMOUNT DEBITED AMOUNT CREDITED :~U MUNI BFD HI lC B DIV DISTRIBUTION 05/21 Interest Municipal Income $117.56 ~U MONEYMART DIV REINV 04~24 - 05~22 05/23 Dividend 11 Money Fund $.87 :~U EQUITY FDA DIV DISTRIBUTION 05~23 Dividend Income $22.50 :N/GN REM 95G3AA RG MP 7.50 03/25/2025 ~UTO SUBSCRIPTION YOUR FINANCIAL ADVISOR CAN HELP YOU PREPARE YOUR PORTFOLIO TO WEATHER THE CURRENT MARKET VOLATILITY. CALL HIM OR HER TODAY TO DISCUSS YOUR CURRENT INVESTMENT PORTFOLIO AND ASK FOR FREE LITERATURE THAT WILL ANSWER YOUR PARTICULAR CONCERNS. SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Rebert, John H. 21-03-0442 Joint Tenant (s): N .-MME ADDRESS RELATIONSHIP TO DECEDENT A Barbara K. Rebert B John H. Rebert, Jr. C Mar)' Jane R. Blosser 650 Bernheisel Bridge Road, Carlisle, PA 17013 7496 Wertzville Road, Carlisle, PA 17013 675 Bernheisei Bridge Road, Carlisle, PA 17013 daughter son daughter Jointl, :d property,: ITEM LETTER" DATE MADE DESCRIPTION OF TOTAL DECD'S DOLLAR VALUE OF NUMBER FOR JOINT PROPERTY VALUE OF % INT. DECEDENT'S JOINT ~ASSET INTEREST TENANT ABC United States E Bonds (see attached list) $8,399 50% $4,199.00 B Aug-00 2000 Buick Regal $6,000.00 50% $3,000.00 C June 26, 2000 PNC Bank CD (31300216166) $22,530.08 50% $11,265.04 June 26, 2000 Checking acct:5003194237 $46.32 50% $23.16 A September 1, 1967 M&T check acct: 2670033527 $32,436..67! 50% $16,218.33 CD 31003910989391 $17,339.82 50% $8,669.91 B March 3, 2000 M&T CD 31003910723872 $5,710.38 50% $2,855.19 ~C August 24, 2000 M&T CD 31003910989416 $4,429.44 50% $2,214.72 B August 28, 1964 Allfirst 0070624658 $19,075.44 50% $9,537.72 TOTAL also on line 6, Recapitulation) $57,983.07 CO'.'.~,'.ONV.:EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRtSBURO, PA 17128-0b01 STOCKSIBON DS INVENTORY JESTATE OF . '-..3 ~. ,,r-4, r-.. -t-l_ (~ ~.- ';. %'~ ~. FILE NUMBER '~ I -- ,_~ ~ - ',2 %')'~.., )SOCIAL SECURITY NUMBER I ~o -i - ) L- - /,.. '-~ ~.. ~ j DATE I NO. SHAREU CLASS/SERIES COMPANY NAME CERTIFICATE/BOND NUMBER OF STOCKS/BONDS DENOMINATION . ISSUE REGISTERED IN NAME(S) OF I ' t I : I I 'J ! , i , J ' g zo?s fi 3'7 2~"~7 tS- ~.q. ~6 i ~ ~'~pl S~cs zo2~' "~.q u5 / J '"dj,,'i , q ~'/s) o:~.,.,c%~ ,'~:,, ~o CO/e, MONWEALTN OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 STOCKS/BONDS INVENTORY TO BE USED IN CONJUNCTION WITH REV-4BS FILE NUMBER 2. ! -- C.'),--~ - ~, ¥-%/ ~ SOCIAL SECURITY NUMBER ! ~o 7- ) L~ - ~ DATE STOCKS/BONDS NO. SHAREs/ CLASS/SERIES COMPANY NAME CERTIFICATE/BOND NUMBER OF DENOMINATION ISSUE REGISTERED IN NAME(S) OF 7" SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF Rebert~ John H FILE NUMBER 21-03-0442 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION NUMBER 4 5 6 7 8 9 Funeral Expenses: Hoffman Roth Funeral Home Flowers (George's and Midnite Bloomers) Luncheon (after funeral) Marker - Carlisle Memorial Service Police Security at form during funeral (donation) Administrative Costs: Personal Representive Commissions Social Security Number of Personal Representative: Street Address: Attorney fees to Patricia R. Brown, Esquire Family Exemption Claimant Barbara K. Rebert Address of Claimant at decedent's death: Street: 650 Bemheisel Bridge Road City: Carlisle Probate Fees to Register of Wills The Sentinel - advertising estate notice The Cumberland Law Journal - advertising estate notice Diversified Appraisal Service - appraisal fee Appraisal fee - clock Stamps State & Zip PA, 17013 AMOUNT $8,154.10 $292.60 $125.00 $3,869.00 $100.00 $18,100.00 $3,500.00 $380.00 $108.95 $75.00 $350.00 $75.00 $7.40 TOTAL (also on line 9, Recapitulation) $35,137.05 SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF FILE NUMBER Rebert? John H. 21-03-0442 ITEM DESCRIPTION NUMBER AMOUNT I Contract for repairs to exterior of house (Century Spouting) (1/3 of est). $1,251.67 2 $1,502.33 3 $2,865.23 4 $167.00 5 $156.00 6 $204.00 7 PP&L $417.15 8 $96.70 9 $609.28 10 $236.30 11 $184.74 12 $688.00 13 $37.60 14 $75.00 15 $4,713.00 16 $3,318.00 17 $718.00 18 $13,312.94 19 $2,095.32 20 $4,300.00 21 $225.00 22 $1,250.00 23 $40.00 Contract for repairs to barn (H&F Builders) (1/3 of estimate) Balance owed on 2000 Buick Regal (50% owed by John H. Rebert, Jr.) Car insurance-Penn National Ins (50% of balance owned) Subscription to Sentinel (one year) Countryway Insurance policy (fire) (1/3 of premium owed) Sunday's Mill (Feed Mill) State pension (returned to State) GE Service - stove contract Dauphin Oil Property Taxes-real estate (1/3 of tax owed $2,063.96) York Waste Dr. Hartzell-medicai bill Gromark (spray and fertilizer) R. Souders (seed and fertilizer) Eastern Alliance (workman's comp ins prem) H&F Builders (for pole shed)(I/3 of estimate) H&F Builders (for roof repairs to existing bam) (1/3 of balance owed) Outstanding check to John H. Rebert, Jr. Outstanding check to Barbara K. Rebert Albert Darr (paint woodwork and shutters)(1/3 of estimate) Church Pledge (outstanding; check) TOTAL (also on line 10, Recapitulation) $38,463.26 SCHIEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Rebert~ John H. 21-03-0442 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER OF ESTATE I Barbara K. Rebert daughter 1/3 of residue 60 Bernheisel Bridge Road, Carlisle, PA 17013 2 John H. Rebert, Jr. son 1/3 of residue 7496 Wertzville Road, Carlisle, PA 17013 plus 1/3 of farm 3 Mary Jane R. Blosser daughter 1//3 of residue 675 Bernheisel Bridge Road, Carlisle, PA 17013 ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE NUMBER OF ESTATE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $0 ' FAMILY SETTLEMENT AND FINAL RELEASE ESTATE OF'JOHN H. REBERT (File No. 21-03-0442) '04 ~tj5 19 ;::i0:33 KNOW ALL MEN BY THESE PRESENTS, that WHERE,&S~i:J, ohn H. Rebert, late of 650 Bemheisel Bridge Road, Carlisle, Cumberland County, Pennsylvania, deceased, died testate on May 20, 2003, having first made his Last Will and Testament, which was duly executed on August 29, 1995, and is duly recorded at the Register of Wills in Cumberland County, Pennsylvania. WHEREAS, the said John H.'Rebert, by the aforesaid Last Will and Testament, named Barbara K. Rebert, John H. Rebert, Jr., and Mary Jane R. Blosser, as Co-Executors of said Last Will and Testament; WHEREAS, letters testamentary on the estate of the said decede'nt were duly issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Co-Executors, hereinafter called personal representative; WHEREAS, the said personal representative has gathered the probate assets of the estate of the said decedent and the said assets consist of real and personal property; to a total value of $398,074.78, as set forth in Exhibit A, which is a statement of account of the said p~rsonal representative, and which is attached hereto and made a part hereof, and marked Exhibit A; WHEREAS, the debts and deductions, including tile payment of inheritance tax in the said estate, amount to $87,668.41, leaving a balance for distribution of $310,406.3 7, also as set forth in the statement of the said personal representative, which is attached hereto and marked Exhibit A; WHEREAS, the balance for distribution as shown in the said statement marked Exhibit A has been distributed as herein indicated in accordance with the terms of the Last Will and Testament of the said decedent: NOW, THEREFORE, KNOW YE, that we, Barbara K. Rebert, John H. Rebert, Jr, and Mary Jane R. Blosser, the heirs under the Last Will and Testament of the said decedent, and being those persons entitled to inherit tinder said Last Will and Testament, do hereby each of us, acknowledge that we have this day had and received from the aforesaid personal representatives, in full satisfaction and payment of all sum or sums of mouey, legacies, bequests, and devises as are given, devised and bequeathed to each of us Page 1 of 5 respectively by the said Last Will and Testament, the amounts due us under said Last Will and Testament, which amounts we have received this day, and which amounts are in the amount set opposite our respective names in the table and schedule of distribution in Laid statement attached hereto and marked Exhibit A: AND, each of us does hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, we each agree that no account is necessary and we do hereby agree that we do consent to distribution being made without the filing of an account and schedule of distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphans' Court Division of the County of Common Please, Cumberlan;:t County. THEREFORE, we and each of us, do hereby remise, release, quitclaim and forever discharge the said personal representatives, Barbara K. Rebert, John H. Rebert, Jr., and Mary Jane R. Blosser, their heirs, executors, and administrators and assigns, of and from the said estate and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the estate of the said decedent, and each of us do further hereby covenant and agree that should any liability come due to the estate of the said decedent after the signing of this agreement, we and each of us do hereby covenant and agree with each other and the aforesaid personal representatives, that we will contribute pro-rata, our share of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfull'y prosecuted against the said estate or the aforesaid personal representatives after the signing, sealing and delivery of this family settlement agreement and final release. IN WITNESS WHEREOF, we have hereunto set our hands and seals this 77'C'~day of ~-~-~-~c ,2004.. Witness: ~' (SEAL) BARBARA K. REBER~ ~ ~ '~,,.~, (SEAL) J~OHN H. REBERT, JR. MARY J~Xl~R. BLOSSER Page 2 of 5 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND · SS. On ~ this, the '7 day of ~ ,2004, before me, a notary public, the undersigned officer, personally ap-~ear'---ed BARBAR~ K. REBERT (known to me or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND Notary Public NOTARIAL SEAL ANN B. SENSENICH, NOTARY PUBLIC CARLISLE BORO., CUMBERLAND COUNTY MY COMMISSION EXPIRES MAY 13. 200~J On this, the '7'~ day of ~ ' ~ ,2004, before me, a notary public, the undersigned officer, personally appeared JOHN H~ERT, JR (knOwn to me or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Notary Public '1 .... ~. SE~L ! Ann e. SEnS~NJ~, nOTARY PUBUC I CARLISLE BORO. CUMBERLAND COUNTY ~A~' ¢OMMj,TSiO~t EXPJRES MAY 13, 2007~_~ Page 3 of 5 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND :SS Onthis the ~ ~ f~"- ~ , 2' day of ~ ,2004, before me, a notary public, the undersigned officer, personally appeared MARY JANE R. BLOSSER (known to me or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained· IN WITNESS WHEREOF, I hereunto set my hand and official seal. Notary Public LCM Y' NOTARIAL SEAL ANN B. SENSENICH, NOTARY PUBLIC ARLISLE BORO, CUMBERLAND COUNTY ~ COMMISSIO~ EXPIRES MAY 13, 200Ii Page 4 of 5 EXtIIBIT "A " STATEMENT OF ACCOUNT OF BARBARA K. REBERT JOHN H. REBERT" JR. AND MAY jANE R. BLOSSER Executors ASSETS: A. Real Property at 650 Bernheisel Bridge Road, Carlisle, PA 17013 (one-third interest) B. Miscellaneous Personal Property C. Jointly-Owned Property $ 76,386.00 $263,705.71 $ 57,983.07 TOTAL ASSETS _DEBTS and DEDUCTIONS: A. Funeral Expenses & Administration Expenses B. Miscellaneous Expenses & Debts C. PA Inheritance Taxes $398,074.78 $ 35,137.05 $ 38,463.26 $ 14,068.10 TOTAL DEBTS and DEDUCTIONS Balance for Distribution to Heirs- $ 87,668.41 $ 310,406.37 NAME BARBARA K. REBERT JOHN H. REBERT, JR. MARY JANE R. BLOSSER DISTRIBUTION $103,468.79 $103,468.79 $103,468.79 Page 5 of 5 BUREAU OF ZNDZVZDUAL TAXES TNHERI*TANCE TAX DZVI*STON DEPT. 280601 HARRZSBURG, PA 17128-0601 COHHONNEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSNENT OF TAX PATRICIA R BRONN ESQ 10 N POHFRET ST CARLISLE PA 17015 DATE ESTATE OF DATE OF DEATH FZLE NUHBER COUNTY ACN REV-1547 EX &FP 07-15-200q REBERT JOHN H 05-20-2003 Z! 03-Oq~Z CUHBERLAND 10! Aaoun~ Remi~ed HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF NILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~ REV'ISq7 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR ESTATE OF REBERT DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX JOHN H FZLE NO. 21 03-0~2 ACN 101 DATE 07-13-200~ TAX RETURN HAS: (X) ACCEPTED AS FZLED RESERVATZON CONCERNZNG FUTURE TNTEREST - SEE REVERSE ( ) CHA~JGED APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Estate (Schedule A) (1) 2. Stocks end Bonds (Schedule B) (2) 3. Closely Held S~ock/Pertnership Interest (Schedule C) (3) q. Nortgegas/Notes Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Nisc. Personal Property (Schedule E) ($) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTZONS AND EXEHPTZONS: 9. Funeral Expenses/Adm. Costs/Nisc. Expanses (Schedule H) (9) 10. Debts/Nortgage Liabilit/es/Liens (Schedule Z) (10) 11. Total Daduct/ons 12. Net Value of Tax Return 76,,386. O0 .00 .00 .o0 263/705.71 57/983.07 .00 (B) 35,137.05 38/q63.Z6 (11) NOTE: To insure proper credit to your account, subm/t the upper port/on of th/s fore with your tax payment. 398,07~.78 73.600.~] 32~,~7~.q7 561.8~ .00 ZF PAZD AFTER DATE ZND]:CATED, SEE qEVERSE FOR CALCULATZON OF ADDZTZONAL ZNTERES. T. (15) .00 X O0 = .00 (16). 32R,~7q.q7 X 0~5= lq,601.35 (17) .00 X 1Z = .00 (18) .00 x 15 = .00 (19)= 1~,601.35 ANOUNT PAZD 10,675.00 3,393.10 · TOTAL TAX CREDZT I 1~,629.9~ BALANCE OF TAX DUEI 28.59CRJ ZNTEREST AND PEN. I TOTAL DUE / 28.5~ ( I'F TOTAL DUE TS LESS THAN $1, NO PAYNENT *rs RE~U*rRED. IF TOTAL DUE *rS REFLECTED AS A 'CRED*rT' (CR)~ YOU NAY BE DUE A REFUND. SEE REVERSE S*rDE OF TH*rS FORN FOR *rNSTRUCT*rONS. ) 1~. Amount of L/ne lq at Spousal rate 16. Amount of Line lq taxable at Lineal/Class A rate 17. Amount of L/ne lq et S/bling rate 18. Amount of Line lfi taxable et Collateral/Class B rate 19. Principal Tax Due TAX CREDZTS: PAYflENT / RECEIPT' DATE NUHBER 08-!8-2003 CD002916 02-20-200q CD005585 U[SCOUNT (+) *rNTEREST/PEN PA~D (-) (12) 13. Char/table/governmental Bequests; Non-elected 911:3 Trusts (Schedule J) (13) . O0 lq. Net Value of Estate Subject to Tax (lq) NOTE: Z~ an assessment ~as issued previously, lines lq, 15 and/or 16, :17, 18 and 19 ~111 reflect figures that include the total of ALL returns assessed to date ASSESSHENT OF TAX: ' BUREAU OF ZNDZVZDUAL TAXES THHERTTANCE TAX DTVZSTON DEPT. Z80601 HARRZSBURG, PA 171Z8-0601 COHHONHEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTZONS AND ASSESSNENT OF TAX RE¥-1547 EX &FP PATRICIA R BRONN ESQ 10 N POHFRET ST CARLISLE PA 17015 DATE 07-13-200q ESTATE OF REBERT DATE OF DEATH 05-Z0-2005 F]:LE NUHBER 21 O$-Oq~Z COUNTY CUHBERLAND ACN 101 Amount JOHN H HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGTSTER OF ~/TLLS CUHBERLAND CO COURT HOUSE CARLTSLE, PA 17013 CUT ALONG TH]:S L]:NE ~ RETA]:N LONER PORT];ON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOT]:CE OF INHER]:TANCE TAX APPRA]:SEHENT, ALLO#ANCE OR D]:SALLO#ANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF REBERT JOHN H F:[LE NO. 21 05-0~2 ACN 101 DATE 07-15-200~ TAX RETURN WAS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATZON CONCERN]:NG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Interest (Schedule C) (3) q. Mortgages/Notes Receivable (Schedule D) (q) E. Cash/Bank Deposits/MAsc. Personal Property (Schedule E) (5) 6. JoAntly Owned Property (Schedule F) (6) 7. Transfers (Schedule g) (7) 8. To~aZ Assets APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expenses/Ada. Costs/MAsc. Expanses (Schedule H) (9) 10. Debts/Mortgage LAabAIAtAes/LAens (Schedule Z) (10) 11. Total DeductAons 12. Nat Value of Tax Return 76 ~ 386.00 .00 .00 .00 265~705.71 57~985.07 .00 (8) $5,137.05 NOTE: To Ansure proper credAt to your account, subeAt the upper portAon of this fore wAth your tax payment. $98,07q.78 38,q65.26 (11) 73.600.31 (12) 3Zq,q7q.q7 13. lq. NOTE: re~lect ~igures that include the total o~ ALL returns assessed to date. CherAteble/govern.antel Bequests; Non-elec~ced 9113 Trusts (Schedule J) (13) . O0 Nat Value of Estate Subject to Tax (lq) $2q, q7q. q7 Zf an assessment ~as Assued prev$ously, lanes 14, 15 and/or 16, 17, 18 and 19 ,~1 ASSESSHENT OF TAX: 15. Amount of LAne lr+ at Spousal rata (15) 16. Amount of LAne lq taxable at Lineal/Class A rate (16) 17. Amount of LAne lq at SAblAng rata (17) 18. Amount of L~ne lq taxable at Collateral/Class B rata (18) D[SCOUNT INTEREST/PEN PAZD (-) 19. Principal Tax Due TAX CREDZTS: PAYMENT RECEIPT DATE NUMBER 08-18-2005 CD002916 02-20-200~. CD00358S TOTAL TAX CREDZT lq,629.gq BALANCE OF TAX DUEI 28.59CR ZNTEREST AND PEN. .00 TOTAL DUE 28.59CR 561.8q .00 IF PAZD AFTER DATE INDZCATED, SEE REVERSE FOR CALCULATZON OF ADDITIONAL /NTEREST. ( ZF TOTAL DUE 1S LESS THAN $1, NO PAYNENT 1S REgUZRED. IF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on 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 Coaeoneealth hereby expressly reserves the rlght to appraise and assess transfer Inheritance Taxes et the la~ful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of RilIs printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILLS, AGENT A refund of a tax credit, ~hich ams not requested on the Tax Return, amy be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1215). Applications are available at the Office of the Register of NiIIs, any of the 22 Revenue District Offices, or by calling the special Iff-hour answering service for forms ordering: 1-800-562-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-~7-2020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount er interest) as shown on this Notice must object ~ithin sixty (60) days of receipt of this Notice by: --mritten protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in ~riting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unlt, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sea page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-iS01) for an explanation of administratively correctable errors. If any tax due is paid within three (2) calendar months after the decedent's death, a five percent (BX) discount of the tax paid is allowed. The 15X 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 and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you mould appeal tho tax and interest that has been assessed as indicated on this notice. Interest is charged beginning .ith 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 (62) percent par annum calculated at a daily rate of .00016~. Al! taxes mhich became delinquent on and after January 1, 1982 wiI1 bear interest at a rate which mil! vary from calendar year to calendar year ~ith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 200q ere: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOX .000518 ~J~-1991 112 .000201' ~ 9l .OOOZ~7 1983 16Z .000~28 1992 9Z .O00Zq7 ZOOZ 6Z .00016q 198q 11Z .000201 1992-199q 7Z .000192 2002 SZ .000127 1985 12Z .000256 1995-1998 92 .000217 ZOOq qZ .000110 1986 10Z .O00Z7q 1999 7Z .000192 1987 102 .O00Z7fi 2000 72 .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/15/2005 BROWN PATRICIA R 10 WEST POMFRET STREET CARLISLE, PA 17013 RE: Estate of REBERT JOHN H File Number: 2003-00442 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. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/20/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~F=:=:t REGISTER OF WILLS cc: File Personal Representative(s) Judge vA ~ Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Rebert, John H. Date of Death: OS/20/2003 Estate No.: 21-03-0442 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 0 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. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes ~ No 0 Family Settlement Agreement Filed August 19, 2004 b. The separate Orphans' Court No. (if any) for the personal representative's account is: N fA c. Did the personal representative state an account informally to the parties in interest? Yes IX! No 0 c. Copies of receipts, releases, joinders and approval offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: +/ c. s 1'2- DO s--' '-P ~ cR ~-j Signature Patricia R. Brown Name 10 W. Pomfret Street, Carlisle, PA 17013 Address (717) 249-3024 Telephone No. I:' ....v. , Capacity: 0 Personal Representative >4 Counsel for personal representative vuf