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HomeMy WebLinkAbout03-0567PETITION FOR PROBATE and GRANT OF LETTERS Estate of Paul M. Eppley No. also known as To: Deceased. Social Security No. 172- 26- 99 ~ 7 Register of Wills for the County of Cumberland 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 rix in the last will of the above decedent, dated March ]_2 · and codicil(s) dated hl.A. in the named ,19 87 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland C~ounty, Pennsy~v~tni0, with h is last family or principal residence at 153 N. Middlesex ~toad, Car-].s±e, Middlesex Township, Pennsylvania (list street, number and muncipality) Decendent, then 78 years of age, died June 16 ~ 2003, at Carlisle· Pennsylvania " ' 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: _ N_ A_ Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ unknown (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 therOn' (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) 153 N. Middlesex Road Carlisle, PA 17013 OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 3 COUNTY OF CUMBERLAND; sS The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well gn, d truly administer the estate according to law. Sworn to or affirmed and subscribed 'r L~~'' ~(~°' ~/'fl~/~/f~'t2 befo~re me this. ]q-+~ day of [ Arlene A. Epple~-~r (~>'~ ~' ~,-~-%,~- ',,9.005 ~ J ' 153 N.'Middlese~ Rgad ~/ ~ XO~~k~ ¢~~ ,a~. [ Carlisle. PA 17013 ' ~ No. g).l- o3-~'~ Estate Of Paul M. Eppley DECREE OF PROBATE AND , Deceased GRANT OF LETTERS AND NOW ~(~,~, IL~, X~:~ 200,3in consideration of the petition on the reverse side her~f, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated martq, !~. 1907 described therein be admitted to probate and filed of record as the last will of Paul bi, Epple_v and Letters Testamentary Arlene A. are hereby granted to Eppley FEES Probate, Letters, Etc .......... Short Certificates( ) .......... TOTAL Filed . .'~ .-. t .q: .--.t~-~ ..... ~R~egister of Wills ATTORNEY (Sup. Ct. I.D. No.) Keith O. Brenneman #47077 ADDRESS 44 W. Main Street, Mechanicsburg, PA PHONE 17055 (717) 697--8528 his is to certi ,fy that the information here given is correctly copied from an original certificate of death duly filed with me as I,ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9284138 No. I~cal Registrar JUN 1 9 2003 Date H105.144 Rev. 1/91 'FJPRINT IMANENT ACK INK Paul 78 Cumberland COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH (Coroner) Eppley Male (~onm. Day. ~at) ,.June 16, 1925 ,q,,~m [] Carlisle Carlisle PA E.g..mm JE' Carlisle Regional Medical Center Auditor 153 N. Middlesex Road Carlisle PA 17013 Arlene A. Government June 16, 2003 White SURVIVING SPOUSE I~,(~ Westminster Mem. Grdn. I Carlisle PA 17013 · ~ld. Z~n ~ocn ~3nera- ~ome ~ 219 N. Hanover St., Carlisle PA 17013 2:42 P ' ,--~,~)---- ,. Oc~c._l~sive Coronar Artery Disease PERFORMED? ,*NAIt.A9 LE PRIOR T~ COMPLETION OF CAUSE Coroner Mi~ s, Coroner 6375 Basehore Road, Suite #1 Mechanicsburg, Pa. 17050 June 20, 2003 014819-L LAST WILL AND TESTamENT OF PAUL M. EPPLEY I, PAUL M. EPPLEY, of the Township of Middlesex, County of Cumberland and State of Pennsylvania, being of sound and d~sposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. e I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever nature and wheresoever the same may be situate, to my wife, ARLENE A. EPPLEY, absolutely and unconditionally. Be In the event that my wife, ARLENE A. EPPLEY, should predecease me, or should she die at about the same time as I do, such as in an accident common to both of us, then in such event, I give, devise and bequeath my entire estate, real, personal and mixed, whatsoever and wheresoever the same may be situate, to my two children, to wit, my daughter, LINDA A. LYSLE, and my son, MICHAEL M. EPPLEY, share and share alike, per stirpes. -1- LASTLY, I nominate, constitute and appoint my wife, ARLENE A. EPPLEY, Executrix of this, my Last Will and Testament, and in the event that my said wife should predecease me, or should she be unable to serve in such capacity for any reason, then in such event, I nominate, constitute and appoint my two said children, LINDA A. LYSLE and MICHAEL M. EPPLEY, to be Co- Executors of this, my Last Will and Testament, in her place and stead. IN WITNESS ~fHEREOF, I have hereunto set my hand and seal this ~ day of March, A. D. 1987. aul ~M. Eppley/f ~ (SEAL) Signed, sealed, published and declared by the above- named PAUL M. EPPLEY, as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses. -2- OZPP~NWEAL~ OF PENNSYLVANIA) )SS: COUNTY OF CUMBERLAND ) I, PAUL M. EPPLEY , the testator , whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act and deed for the ptzrposes therein expressed. Sworn and affirmed to and acknowledged before me, the 12th day of March , A. D., 1987 CClvlV~~TH OF PENNSYLV~ZqIA) )SS: COLllZiY OF CUMBERLAND ) We, the undersigned, JOHN M. EAKIN, My Ccnnzission Expires: September 21, 1987 J. ROBERT STAUFFER and , the witnesses whose rmmes are signed to the attached or (SEAL) foregoing instrument, being duly qualified according to law, do depose and say that we were present a~nd saw the testator , PAUL M. EPPLEY sign and execute the instrument as his/~mm~ last Will and Testament; that the said testator PAUL M. EPPLEY ~, , , signed the same willingly and that the said PAUL M. EPPLEY , executed it as his/~Rr free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the testator , signed the Will as witnesses; and that to the best of our knowledge the testator , was, at the time, 18 or more y~_rs of age; of sound mind; and under r~ cor~straint, ck~ress or~ inf~ence.. Sworn and subscribed to before me this ~ 7 12th day of March , 19 ~7. My Ccrnmission Expires: September 21, 1987 LAST WILL AND TESTAMENT OF PAUL M. EPPLEY J. ROBERT STAUFFER ATTOP. N~Y AT LAW M~Kaw S~uAP.~ BuxLVr~c MECHANICSBLIRG, PA. 17055 LAW OFFICES SNELBaKER, BRENNEMAN & SParE Name of Decedent: Date of Death: No. 21-03-0567 To the Register: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Paul M. Eppley June 16, 2003 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 November 11, 2003. Name Linda Lysle Michael Eppley Arlene Eppley Address 185 N. Middlesex Road Carlisle, PA 17013 153 N. Middlesex Road Carlisle, PA 17013 153 N. Middlesex Road Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None. Date: November 11, 2003 Keith O. Brenneman, Esquire Snelbaker, Brenneman & Sphre, P. C. 44 W. Main Street Mechanicsburg, PA 17055 (717) 697-8528 Counsel for Personal Representative Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 5/18/2005 BRENNEMAN KEITH 0 44 W MAIN STREET MECHANICSBURG, PA 17055 RE: Estate of EPPLEY PAUL M File Number: 2003-00567 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 I COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 6/16/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~A"~~~ REGISTER OF WILLS cc: File Personal Representative(s) Judge uA Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Paul M. Eppley Date ofDeatb: June 16, 2003 Estate No.: '}(101-0'i67 Pursuant to Rille 6.12 of the Supreme Court Orphans' Court Rilles, I report the following 'With respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No B 2.. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: wi thin six months 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account 'With the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. 11/~ Dare: June 3, 2005 \~::J ('-! Signature Keith O. Brenneman Name 44 W. Main Street Mechanicsburg, PA 17055 Address (71 n 697-8528 Telephone No. Capacity: 0 Personal Representative I!fcounsel for personal representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/25/2006 BRENNEMAN KEITH 0 44 W MAIN STREET MECHANICSBURG, PA 17055 RE: Estate of EPPLEY PAUL M File Number: 2003-00567 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/16/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~JB;/~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/25/2006 EPPLEY ARLENE A 153 N MIDDLESEX ROAD CARLISLE, PA 17013 RE: Estate of EPPLEY PAUL M File Number: 2003-00567 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/16/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, /#.PuIL~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Register of Wills or Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Paul M. Eppley Date of Death: June 16, 2003 2003-00567 Estate No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No @ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: approximately one year 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of fonnal or informal accounts may be f1led with the Clerk of the Orphans' Court and may be attached to this report. V~ Date: May 8, 2006 Signature Keith o. Brenneman Name 44 W. Main Street, Mf'rh:mir<>hnrg, PA 17055 Address (] 17) 697-8528 Telephone No. Ln i ,. " Ii. ' i ~-I! ~' } ,. ..;:- Capacity: 0 Personal Representative lKl Counsel for personal representative ~ Cumberland county - Keglscer UL W~~~~ One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/08/2007 ~....... '-' --':J \..~~;_. EPPLEY ARLENE A r<:' 153 N MIDDLESEX ROAD CARLISLE, PA 17013 c RE: Estate of EPPLEY PAUL M File Number: 2003-00567 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/16/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, l;; V ..b- #.P .~~. cl/m/JA:) J/Z1/tdtn~*'-' Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel LUmDer.ldIlU LUUllLY - n.t:::'::j.LbL-t:::.L V.L 'L.1...L..LO One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/08/2007 ,---- '-J -n _.~l l-T-.: BRENNEMAN KEITH 0 44 W MAIN STREET 1'.:' MECHANICSBURG, PA 17055 c RE: Estate of EPPLEY PAUL M File Number: 2003-00567 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/16/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ,II r," .Lk-: ,k,./"",.I II. $; a/l//ifl',p"~'" ~. IJ '.' tl>,.nL';A,)') _," .J, . .1' /~ ,,14, Il ;.1/<' .ft, , '1/1l(J..fJY-o Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Paul M. Eppley Date of Death: June 16, 2003 File Number: 2003-00567 Pursuant to Pa. O.c. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. DYes ~o 2. If the answeris No, state when the personal representative reasonably believes thatthe adrrunistration will be complete: approximately one year 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a final' account with the Court? . . . . ., []Yes DNo b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ..............,................. DYes DNo d. Copies of receipts, releases, joinders and approvals of formal or'informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Dale June 20, 2007 1//;[; ~ Signature oj Person Filing this Form Capacity: o Personal Representative ecounsel Keith O. Brenneman Name oj Person Filing this Form Yd . OJ ONVlo3m~no ltlnOO S,NVHdtlO ~O )iH310 IS:I Wd 12 NOr toOl 44 W. Main Street Address Mechanicsburg, PA 17055 (717) 697-8528 Telephone r,-" >J ~:;l ~j J('~ ~~'-"';'../ Form f(loV.iO rev. 1013.06 REV-1500 EY~6d0) COMMONWEALTH OF REV -15 ~ ~ PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN _.~,-,,. F'~E NunnsER -~ HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 5 6 7 - O 3 O 0 f' Z DECEDENT'S NAME (LAST, FIRST, AND MIDDLE IN ITIAL) COUNiY CODE YEAR R N~ SOCIAL SECURITY NUMBER W W le Paul M. DATE OF DEATH MM-DD-YEAR ( ) DATE OF BIRTH (MM•DD-YEAR) 172 - 26 - 9 9 7 7 U 6-1 - 003 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE W 06-16-1925 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST FIRST AND MIDDLE INITIAL REGISTER OF WILLS D ) Arlene A. Eppley avuA~ StGURITY NUMBER a y ~1. Original Return ~ 2. Supplemental Retum w a ~ ~ 4. Limited Estate ~ 4a. Future Interest Compromise (date of deem seer tz-iz-921 c=i a m ~. Decedent Died Testate (Adam copy of win! ~ 7. Decedent Maintained a Living Trust (Anacn copy or rmsq a a ~ 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (dete of deem sen~ee~ ~z-si-si and ta•ssi ~. 7'F119`SECTIi7N,:iWIlST B~ CDtvtRt FT~L1' ALL CO E z W Q z 0 a w a: 0 U NAME Keith 0. B FIRM NAME prAppscenm) Snelbaker & R 3. RemainderRetumtdaieordeampnamtz-~a-s21 5. Federal Estate Tax Return Required ~ 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) tnnacn scn o> NFORMATION SHOULD BEntRt?ct~» Tn. 44 W. Main Street Mechanicsburg, PA 17055 Z O J F- a V W Z O Q F- a O ~.,~ 1. Real Estate (Schedule A) {1) C ~ + ~? 2. Stocks and Bonds (Schedule B) (2) 226 052 24 C ~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship , . (3) ~ ' ~ - c" ~ - - - 4. Mortgages & Notes Receivable (Schedule D) 4 {) ' ~." ~ --- - - 5, Cash, Bank Deposits & Miscellaneous Personal Property (5) 116 223 34 '~-! -_ (Schedule E) , . _ ;) ~ 6. Jointly Owned Property (Schedule F) Separate Billing Requested (6) 3 6 , 5 9 6.8 7 ~ =i ?~ tV 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 8$ , 748 • 38 ZJ ~ (Schedule G or L) _ _ _ 8. Total Gross Assets (total Lines 1-7) (8) 467, 620.83 9. Funeral Expenses 8 AdminisVative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) {11) 6 , 114.23 12. Net Value of Estate (Line 8 minus Line 11) {12) 461 , 506.60 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 461 , 50 6.60 .+~~ nr~ ~ rcu~. ~ was vrv KtVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 461 , 506. 6G x 0 0 t5 -0_ O 16. Amount of Line 14 taxable at lineal rate x D - (16) 17. Amount of Line 14 taxable at sibling rate x 12 (17) 18. Amount of Line 14 taxable at collateral rate _ x 15 (18) 19. Tax Due (19) -0- RR SPONQEfrICE AND OONFIDENTIAL TAX i COMPLETE MAILING ADDRES; Esquire o~ ~urtt rU ANSWER ALL QUESTIONS ON REVEf25E SIDE ANp.RECHECK MATW < < -~ o ~- r~ ~M \~ ._..-- .~ ~ -,`, ' Decedent's Complete Address: 153 N. Middlesex Road CITY Carlisle STATE PA - zIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) -0- 2. Credits/Payments A. Spousal Poverty Credit ` B. Prior Payments C. Discount 3. Interest/Penalty if applicable Total Credits (A + g + C) (2) D. Interest E. Penalty 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.~I Interest/Penalty (D + E) (3) Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A, This is the BALANCE DUE. -0 - (5B) Make Check Payable fo: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE AP P ROP RIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred :........................................................................................ Yes .. ^ LJ b. retain the right to designate who shall use the property transferred or its income :.......................................... .. ^ c. retain a reversionary interest; or ........................................................................................................................ .. ^ d. receive the promise for life of either payments, benefits or care? .................................................. .................. .. ^ ^ R 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............ ................................................................................................ .. ^ ^ X 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? ................................. ....................................................... O ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES YOU MUST COMPLETE SCHEDULE G AND F , ILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belieT, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSI LE FOR FILING RETURN b Executrix ADDRESS DATE /0~/7~0$ 153 N. Middlesex ad, a•lisle, PA 17013 SIGNATURE O~P_Ij€PARER OTHER THAN REPRESENTATIVE ADDRESS IU 17 U$ 44 W. Main Street, Mechanicsburg, PA 17055 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)]. The statute doestnotnexemot aJtransfer to a9survv ng spousem om tax, andethetstatutory requirements forod sclosureooftassets andgfiling a tax a°tum a e sti§ alpplicaab e1 even)if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)). The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Paul M. Epple All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE 1. OF DEATH Nuveen Investments: a. Nuveen Investment Trusts: Trust Description CUSip Units Owned Value YS-249PA-QS YS-225PA-QS 67066E141 6 347.188 $36,013.81 YS-235PA-QS 706H7201 6706H7508 146.228 351.972 $15,431.44 $36 534 69 YS-240PA-Q YS-196PA-QS 6706H7656 6 252.195 , . $25,113.58 YS-206PA-QS S 706H8118 6706H8407 101.616 198.001 $10 976.56 $20675 26 YS-212PA-Q YS-220PA-QS 6706H8597 152.440 . $16042.79 YS-187PA-QS 6706H8837 6706H9629 150.800 102 407 $16,176.32 $ 6 YS-162PA-QS 67101D645 . 97.296 813.14 $_3,096.93 Total Value: I $186,874.52 b. Nuveen Insured Muni Bond Fund No. 1269, Account No. 269000139. 3,127.793 units Owned at $11.48 35,907.06 2 . I Fahnestock & Co. Inc. Investments: a. Fahnestock Prime Cash Money Market, 45.66 shares at $1.00 per share 45.66 b. Dell, Inc., 100 shares at $32.25 per share: 3,225.00 TOTAL (Also enter on line 2, Recapitulation) ~ $ 226 - ~ 5~ ~i. tiT more space is needed, insert additional sheets of the same size) REV-1508 EX+ (egg) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCI~IEDIJLE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY `..r~r.~~ yr ITEM JMBE 1. 2. FILE NUMBER Paul M. Eppley 21-03-00567 InGude th_e~ proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclo3ed on Schedule F. Compensation payable by Middlesex Township Waypoint Bank: a. Certificate of Deposit No. 1700015307: b. Certificate of Deposit No. 1762191164: c. Certificate of Deposit No. 1762212652: d. Certificate of Deposit No. 1763270856: e. Certificate of Deposit No. 7100005982: f. Savings Account No. 1902128501: VALUE AT DATE OF DEATH 126.42 $25,075.39 10,013.19 25,018.53 30,029.21 11,518.75 14,441.85 116,096.92 TOTAL (Also enter on line 5, Recapitulation) $ (IF more space is needed, insert additional sheets of the same size) 6 , 223 . REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY OWNED PROPERTY ~v ~~ ~ ~ v~ FILE NUMBER Arlene A. E le 21-03-00567 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Arlene A. Eppley 153 North Middlesex Road surviving spouse Carlisle, PA 17013 B. C JOINTLY-OWNED PROPERTY: IFTTFR Wore -, __.__.. ___....,..,.. v~...a..a vi ~Ilc JOIIIC JILCf ' REV-151D EX+ (6-g8) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY ca i r+~ c yr FILE NUMBER Paul M. Eppley Z1-03-00567 This schedule must be completed and filed if the answer to anv nr ~~ ~a~r~,,,,~ ~ ,h,,,,,,,,, ~ ,... «_ __..___ _ _., _ , „ __... __ _ 38 --- - -----~ ..................~~~a~ anoow ~~ uie carne srze~ REV-1511 EX+ (12-99) SCNEDt~LE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT rer~re n~ ~.~ ~~+~ ~ yr FILE NUMBER Paul M. E le 21-03-00567 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: AMOUNT 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Waived Name of Personal Representative(s) Arlene Eppley Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees to Snelbaker & Brenneman (7/16/04) 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Arlene Eppley 1 North Mi esex oa Street Address city Carlisle state PA Zip 17013 Relationship of Claimant to Decedent surviving Spouse 4. Probate Fees to Register of Wills, Cumberland County 5. Accountant's Fees and reserve for miscellaneous costs, filing fees and additional attorney's fees 6• ~~~>~ Additional probate fee due 7• Advertise grant of Letters a. Patriot News: $105.73 b. Cumberland Law Journal: 75.00 1,042.50 3 ,500.00 56.00 1,000.00 335.00 180.73 TOTAL (Also enter on line 9, Recapitulation) I S 6 , 1 14.2 3 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-OO) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDI~LE J BENEFICIARIES ESTATE OF Paul M. Eppley NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfer; Sec. 9116 (a) (1.2)] Arlene A. Eppley 153 North Middlesex Road Carlisle, PA 17013 FILE NUMBER 21-03-00567 ATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE surviving Entire Residue spouse (100%) ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, A5 APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (If more space is needed, insert additional sheets of the same size) ,r ^.ty LAST WILL AND TESTAI~~IENT OF PAUL M. EPPLEY I, PAUL M. EPPLEY, of the Township of Middlesex, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, r_~emory and understanding, do make, publish and declare t~~is my Last Wi11 and Testament, 1. I direct the payment of alI my just debts and funeral expenses as soon after my decease as the same can conveniently be doneo 2. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever nature and wheresoever the same may be situate, to my caife, ARLENE A, EPPLEY, absolutely and unconditionallyo 3. In the event that my wife, AP~LENE Ao EPPLEY, should predecease me, or should she die at about the same time as I do, such as in an accident common to both of us, then in such event, I give, devise and bequeath my entire estate, real, personal and mixed, whatsoever and wheresoever the same may be situate, to my two children, to wit, my daughter, LINDA A. LYSLE, and my son, MICHAEL.r1o EPPLEY, share and share alike, per stirpes. -1- 4. LASTLY, I nominate, constitute and appoint my eaife, ARLENE A. EPPLEY, Executrix of this, my Last Will and Testament, and in the event that my said wife should predecease me, or should she be unable to serve in such capacity for any reason, then in such event, I nominate,. constitute and appoint my two said children, LINDA A, LYSLE and MICHAEL M. EPPLEY, to be Co- Executors of this, my Last Wi11 and Testament, in her place and stead. IN WITNESS ti1HERE0F, I have hereunto set my hand and seal this ~;~'~ day of March, A. D. 198.7. .~'.~ ~ (SEAL) Paul . Eppley Signed, sealed, published and declared by the above- named PAUL M. EPPLEY, as and for his Last Wi11 and Testament, in the presence of us, who, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses -~- CC~~i Div"~TE4LTH OF PENNSYLVANIA) )SS: 9 COUNTY OF CUMBERLAND ) I, PAUL M. EPPLEY the testator whose name is signed.< to the attached or foregoing inctrument, having been duly qualified according to law, do hereby aclazowledge that I signed and executed the instz-i.~ent as my Last Will and Testament; that I signed it willingly; and that I sued it as my free and voluntaz-v act and deed for the purposes therein ey~ressed, r Sworn and affizned to and acknowledged before me, the 12th day of March A. D. , 1987 eptember 21, 1987 CC?~'F'fJi~:~ALTH OF PENIVTSYLUAiVIF,) )SS• (SEAL) COUAlY OF CUMBERLAND ) We, the undersigned, ,T. RORFRT ~TATTFRFI~ and JOHN M EA T T ~ the witnesses whose nines are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator PAUL M. EPPLEY sign and execute the instrument as his/ Last Wi11 and Testament; that the said ' testator PAUL M. EPPLEY ' signed the same willingly and that the said PAUL M. EPPLEY , executed it as his/fir free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the testator signed the Will as witnesses; and that to the best of our knowledge the testator ,was, at the time, 18 or more years of age; of sound mind; and t~der no constraint, duress Sworn and subscribed to before mE 12 t~h day of Marc h My Ccarnission Expires September 21, 1987 ;~~Notary Public M~' C~iission ..Expires : S r r INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA 1 SS COUNTY OF J File Number 21-03-567 Personal Representative(s) of the Estate of_ Paul M. Eppley deceased, depose(s) and say(s) that the items appearmg m the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- ~ ~ p~G 1 tory are true and correct. I understand that false state- r- J ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney-- (Name)_ KA; rh n RrPr,.,eman (SupremeCourtLD. No.) 07077 (Address) 44 W. Main Street_ Mechanicsburg PA 17055 (Telephone) 717-697-8528 DATE OF DEATH LAST RESIDENCE DECEDENTS SOC. SEC. NO. June 16, 2003 153 N. Middlesex Road, Carlisle PA 172-26-9977 FIGURES MUST BE TOTALED See Atached Sheets aa, ~:~, -- c7 ._~~ _ ll -~- ~ ~'~ , } n --f r - _ ; `t - _ ',; ' +~ _ ~: -; ~y, __ ~ W ltd (Attach additional sheets as needed) TOT. NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 3301(bJJ Form t2W-09 rev. 10.13.06 Inventory of the real and personal estate of Paul M. Eppley deceased I. PERSONALTY. A. Stocks/Investments. 1. Nuveen Investments: a. Nuveen Investment Trusts: Trust DescriAtion CUSIp Units Owned Value YS-249PA-QS 67066E141 347.188 $36 013 81 YS-225PA-Q5 6706H7201 146.228 , . $15 431 44 YS-235PA-QS 6706H7508 351.972 , . $36 534 69 YS-240PA-QS 6706H7656 252.195 , . $25 113 58 YS-196PA-QS 6706H8118 101.616 , . $10 976 56 YS-206PA-QS 6706H8407 198.001 , . $20 675 26 YS-212PA-QS 6706H8597 152.440 , . $16 042 79 YS-220PA-QS 6706H8837 150.800 , . $16 176 32 YS-187PA-QS 6706H9629 102.407 , . $ 6 813 14 YS-162PA-QS 67101D645 97.296 , . $_ 3.096.93 Total Value: b. Nuveen Insured Muni Bond Fund No. 1,269, Account No. 269000139. 3,127.793 units Owned at $11.48 Fahnestock & Co. Inc. Investments: a. Fahnestock Prime Cash Money Market, 45.66 shares at $1.00 per share b. Dell, Inc., 100 shares at $32.25 per share: Total Stocks/Investments: $186,874.52 35,907.06 45.66 _3.225.00 226, 052., 24 See Attached Pa e r • No. 21-03-00567 INVENTORY OF THE REAL AND PERSONAL ESTATE OF PAUL M. EPPLEY, DECEASED e I. PERSONALTY (continued) B. Bank Accounts: Waypoint Bank: a. Certificate of Deposit No. 1700015307: $25 075 39 b. Certificate of Deposit No. 1762191164: , . 10 013 19 c. Certificate of Deposit No. 1762212652: , . 25 018 53 d. Certificate of Deposit No. 1763270856: , . 30 039 21 e. Certificate of Deposit No. 7100005982: , . 11 518 75 £ Savings Account No. 1902128501 , . 14,441.85 Total Bank Accounts: $116,096.92 C. Compensation payable by Middlesex Township: 126.42 TOTAL APPRAISED VALUE, ALL PERSONALTY: $342,275.58 II. REAL ESTATE. -_ E TOTAL APPRAISED VALUE, ALL PROPERTY: $342 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT; ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 ~.._ ....~,..~ REV-1547 EX AFP C12-OB) t DATE 01-27-2009 L~~~ ,~~~l~ 3O I`1 I[~.'E~~TE OF EPPLEY PAUL M DATE OF DEATH 06-16-2003 C~-~~'~'`. i,~r FILE NUMBER 21 03-0567 ~RPN~',~ ~ `'y~ !~~'COUNTY CUMBERLAND KEITH 0 BRENNEMAN ESQ CUM ,f .,~ Jay ~N 101 SNELBAKER 8~ BRENNMAN APPEAL DATE: 03-28-2009 44 W MAI N ST (See reverse side under Objections) MECHANICSBURG PA 17055 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS !-- REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF EPPLEY PAUL M FILE N0. 21 03-0567 ACN 101 DATE 01-27-2009 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN I. Real Estate (Schedule A) (1) .00 2. Stocks and Bonds (Schedule B) (2) 226 , 052.24 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 4. Mortgages/Notes Receivable (Schedule D) (4) .00 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 116,22 3.34 6. Jointly Owned Property (Schedule F) (6) 36,596.87 7. Transfers (Schedule G) (7) 88,748.38 8. Total Assets (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 467,620.83 APPROVED DEDUCTIONS AND EXEMPTIONS: 6,114.23 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 6 • 1 1 4 •?; 461,506.60 12. Net Value of Tax Return C12) .00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .i) C13) 461,506.60 14. Net Value of Estate Subject to Tax (14) NOTE: If 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. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 461,50Ei.60 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .0 0 19. Principal Tax Due C19)= .00 TAY f DFiITTC ~~ PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN fil, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE r;' A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) '-/ ~~ ~ ` Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF rtrt~ritRAt eND COUNTY, PENNSYLVANIA Name of Decedent: Paul M. E le June 16, 2003 File Number: 21-03-00567 Date of Death: Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: Yes ~ No 1. State whether administration of the estate is complete :................... . 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account Yes No informally to the parties in interest? ............................ d. Copies of receipts, releases, joria srsCourt and may be attached to this reportounts may be filed with the Clerk of the Orp 1 J May 28 , 2009 (~ Date Signature of Person Filing this Form Capacity: Personal Representative Counsel Keith 0 B Name of Person Filing this Form 44 W. Main Street Address ~'d ' , P,,,1;-„ ,,v Mechanicsburg, PA 17055 liJ .;i~dv ~,:I~~,g (~~ ~~n~' ``~IIuu~~~~~~~~~ 717-697-8528 ~U ~+~J~~~ Telephone LQ ~~ bid QZ A~~~6~~? / Form RW-10 rev IIL 13:06 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 5/27/2009 `~ ^= - n ``~ ..~ BRENNEMAN KEITH O ~~ ~~ 44 W MAIN STREET ~ -- '~ ~:~ v - MECHANICSBURG, PA 17055 . ~-: ~ -, , „ -; _ ~y ~ _~ - y ~ c..~ RE: Estate of EPPLEY PAUL M File Number: 2003-00567 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per .the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/16/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/27/2009 EPPLEY ARLENE A 153 N MIDDLESEX ROAD CARLISLE, PA 17013 RE: Estate of EPPLEY PAUL M File Number: 2003-00567 Dear Sir/Madam: <7 r.~ =:. C~ - T, ~ _~ ~-- -~c ~ . . t _~ _ ~~ ' ~ '- y} ' 7-;. c, _-~ _; J - ~ ~-, ~ .. c~ ~.,.1 This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/16/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaug Clerk of the Orphans' Court cc: File Counsel