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HomeMy WebLinkAbout12-05-11DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF PATRICIA B. EPPLEY ,DECEASED No. 21 I 1-0489 ^' o --~ :~ ~ ~ Q n TI ~~ rn ~ ~ PETITION FOR ADJUDICATION / ~~~ ~ ~ ~ ~ ,.T, STATEMENT OF PROPOSED DISTRIBUTION ~c~ " ~ ~`~-' PURSUANT TO Pa. O.C. Rule 6.9 ~ ~ ~"' cn This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election., if arty; the papers required under items 8-19 inclusive; and arty instrument pertinent to the adjz .~iration. INCL UDE ATTACHMENTS AT THE BACK OF THLS FORM. Name of Counsel: Stephen J. Hogg, Esquire Supreme Court 1.D. No.: 36812 Name of Law Firm: Law Offices of Stephen J. Hogg Address: 19 S. Hanover Street, Ste. 101, Carlisle, PA 17013 Telephone: 717-245-2698 Fax: 717-245-0829 Form OC-01 rev. 10.13.06 Page 1 of 10 Estate of PATRICIA B. EPPLEY 1. Name(s) and address(es) of Petitioner(s): Name: John F. Eppley aaaress: 231 Touchstone Drive Carlisle, PA 17015 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Deceased Is this the first accounting by this fiduciary? ..................... ~ Yes ~ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on April 6, 2011 m Letters Testamentary or Letters of Administration were granted to Petitioner(s) on April 18.2011 Date of Will (f applicable): November 20, 1992 Date(s) of Codicil(s) (f applicable): Date of probate (f d~erent from date Letters granted): Was a bond required? Yes ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes ~ No Dates of advertising of the grant of Letters: Sentinel 4/23/11, 4/30111, 5/7/11 Cumberland Law Journal 4/29/11, 5/4/11, 5/l3/1 ] Form oGOI rev. 10.13.06 Page 2 of 10 Estate of PATRICIA B. EPPLEY Deceased 3. Was decedent survived by a spouse? ............................. DYes ~ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. Yes ~ No (~ Section 2201 et s_q. of the Probate, Estates and Fiduciaries Code) If yes, date of election:, 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (rf none, so state): 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes ~ No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ®Yes ~ No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. m Yes. ~ No Fo,~ oc-ol rev. 10.13.06 Page 3 of 10 Estate of PATRICIA B. EPPLEY Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address of Each Parry in Interest ~ RelalionshiD and John F. Eppley I Nephew 231 Touchstone Drive Carlisle, PA 17015 FormOG01 rev. 10.13.06 Page 4 of 10 Estate of PATRICTA B. EPPLEY Deceased B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. Form OG01 rev. /0.13.06 Page 5 of ] 0 Estate of PATRICIA B. EPPLEY Deceased 0. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount ojClaim Claim Will Claim Admitted? Be Paid In Full? Yes ^Yes ONo ~ No Yes Q Yes ~No ©No Yes 0 Yes ~No ~ No ®Yes ~ Yes QNo ~ No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ Yes ~No Was family exemption allowed? ................................ Yes mNo Family exemption claimant's name and relationship: Name: Relationship: Form OC-0! rev. 10.13.06 Page 6 of 10 Estate of PATRICIA B. EPPLEY Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date Paymend Interest July 6, 2011 16,647.42 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... ~ Yes Q No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ~ Yes 0 No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Farm oc.o/ rev. /0.!3.06 Page 7 of 10 Estate of PATRICIA B. EPPLEY Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ~ No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. m Yes ®No 18. If a reserve is requested, state amount and purpose. Amount: Purpose: If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? .................................... .. Yes ~No if so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... Yes ~No As to real estate only? ........................................ ®Yes QNo Form OC-01 rev. 10.13.06 Page 8 of 10 Estate of PATRICIA B. EPPLEY ,Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(sJ Amount/Proportion John F. Eppley 100 B. Principal: Proposed Distributee(s) Amount/Proportion Submitted By: (All petitioners must sign. Add additional lines if necessary): ~me of Petitioner: J . Eppley Name of Petitioner: Form OC-01 rev. 10.13.06 Page 9 of 10 Estate of PATWCIA B. EPPLEY Verification of Petitioner (Verification must be by at least one petitioner.) Deceased The undersigned hereby verifies * that he/she he is ,,,~e Executor of the above-named name ofcorporalron Estate and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). ~~~~ _ nature of Petitioner Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudicationl Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. _ Signature of Coun~Y~r Petitioner Form OC-01 rev. /0.13.06 Page 10 of 10 '~tts# i11 r~rt~ (`ass#tt~rrex~# OF PATRICIA B. EPPLEY I, PATRICIA B. EPPLEY, a legal resident of Carlisle, Cumber- land County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this instrument to be my LAST WILL AND TESTAMENT. I hereby revoke any and all wills and codicils previously made by me. FIRST, I direct my hereinafter-named Personal Representative (Exec- utor or Executrix) to pay, as soon after my death as practicable, all of the just debts and expenses of my last illness, funeral and of the administration of my estate, as well as all inheritance, transfer, estate and similar taxes assessed or payable by reason of my death, on any property or interest in my estate for the purpose of computing taxes.- My Personal Representative shall not require any beneficiary under this Wili to reimburse my estate for taxes pair on property passing under the terms of this Will. SECOND, I leave my entire residuary estate to my nephew, JOHN F. EP- PLEY, of Carlisle, Pennsylvania, if he survives me. If he does not survive me, I leave my entire residuary estate to his spouse, SANDRA EPPLEY, same address. THIRD AND FINALLY, I nominate and appoint my nephew,' JOHN F. EPPLEY, as Personal Representative/Executor of this my LAST WILL AND TESTA- MENT. If he is unwilling or unable to so serve, I nominate and ap- point his spouse, SANDRA EPPLEY, to serve in liis place. I request that my Personal Representative be permitted to serve without bond o surety. I authorize my Personal Representative to do any and all things which in his/her opinion are necessary to complete the admin- istration and settlement of my estate and affairs, without the order of any court. IN W TNES WHEREOF, I have at Carlisle, Pennsylvania, this day of `~~h 1992, set my hand and seal to this instrument ~T•• ~ ,~ ~o:.,~ Patricia B. Eppley, Tes atrix SIGNED, SEALED, PUBLISHED AND DECLARED by the above Testatrix, PATRICIA B. EPPLEY, as and for her LAST WILL AND TESTAMENT, in the presence of us, who, at her request, in her presence and in the pres(enc~e of each other, have hereunto signed as witnesses. --!L~/Gt_t%1-o ~.~/~ 1 F-~,L'l /l~~ N. /-Ic,nov-tr ~.-f, , CO.r~~~r/e PA 1'la/. Witness Address l~Ol~'~'1~.~ ~I ~F ~oi~~~u~rF~r~lc~ /~l. ~~ch ~~i7os~ i ness Address ' Page 1 of 2 pages STATE OF PENNSYLVANIA ss COUNTY OF CUMBERLAND WE, PATRICIA B. EPPLEY,. Denise Snider , and Deborah Rule the Testatrix and Witnesses, re- spectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare that we were present anc saw PATRICIA B. EPPLEY, Testatrix, sign and execute the instrument as her LAST WILL; that she signed willingly as her free and volun= tart' act for the purposes therein expressed; that each of us, in the hearing and sight of the Testatrix, signed the Will as wit- nesses; and that to the best of our knowledge and belief the Testatrix was at that time 18 or more years of age, of sound mind and under no undue influence or constraint. Testatrix .~Yl.(,9.-F ~ rr.~t Witness T~itness Subscribed, sworn to and acknowledged before me by PATRICIA B. EPPLEY, the Testatrix, and Denise Snider an Deborah Rule Witnesses, this ~ r~~)~~` day of November, 1992. ~1 SHf.LLY SF.XTO!I, t107ARY PUBLIC ~-` c, .~ a~~. Gsy CARL!S!_£ t90!?•'•, CU~At3ERLAND COUNTY Notary -P`iibTic~ MY COMM~SSIC'i E.XP!RES OCT. 31. 1994 ~ Men+~er f~M1~sy!:3niy Assaiation eP Notaries CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET - CARLISLE, PA 17013 Tele: (717) 249-3168 Fax: (717) 249-2883 May 13, 2011 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Stephen J. Hogg, Esquire RE: Patricia B. Eppley Estate Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on the following dates: April 29, May 4, and May 13, 2011 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 0 .00 Total Amount Due $ 75.00 Payment received by PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tackle Cox, Retail Sales Manager, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Cazlisle, County and State aforesaid, was established December 13,1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regulaz editions and issues of THE SENTINEL on the following day(s): April 23, Apri130 and May 7, 2011 , COPY OF NOTICE OF PUBLICATION NOTICE 4E ADMINiSTpAT10N - ~< ,. Lsttero Testamentary on eye Estate of PATRICIA B. EPPLEY, kb of Cumberland County, Careale, PA, deceased, have bean granted ro ttro undersigned. f Ali persons knowMg themselves ro be IndebMd ro eam Estate wal make payment immedlatety, and those having claims wW prosent themlor setaement to. ~ .. r ,~- gdobn F Eppley. Execuror _- ~ : , y 231 Touchstone Drlve i> „~;, ~: Caraele, PA 17013 Stephen J.1fopQ, Eequ/n - ;, ~ ;r 19 3oum Hanover sweat, subs 101 ~ ,.,,, -. Carlisle, PA 17013 - ~> ,,,,_.,, . ~~ ~'~, Affiant further deposes that he/she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to timer place and character of publication are true. /~~-, , s ~ /~ n A~ Sworn to and subscribed before me this ~ ~~ ~ a.~ ~ `~CYI n, I ZO l I Notary Public My commission expires: .~.._ NOTARIAL SEAL BAMBI ANN HECKENDORN Notary Public CARLISLE BOROUGH, CUMOERLAND CNN Idy Commission Expires Jan 27. 2014. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21 11-0489 ESTATE OF PATRICIA B. EPPLEY PROPOSED DISTRIBUTION OF $100,176.60 n F. Eppley - 100% $100,176.60 Total Estate Vaiue $100,176.60 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SU[TE 101 CARLISLE, PA 17013 ~ `-I ~. C~ (a. ~~- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21-11-0489 FIRST AND FINAL ACCOUNT OF JOHN F. EPPLEY, EXECUTOR FOR ESTA ~~E OF`~ATRtCIA B. EP?LEY D; to of Death: April 6, 2011 Letters Testamentary Granted: April 123, 2011 Advertising Grant of Letters: The Sentinel: 04/23/11, 04/30/11, 05/07/11 Cumberland Law Journal: 04/29/11, 05/04/11, 05/13/11 •?ccounting Filed: ACCOUNT FINAL AS t`~F: ~~ ~ro~ Vc~~t,~e_ ~ I ~-tg, C,z ~ a . ~a LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 `~lJl I ~CP ~ lLV ,~, ~~ - ~~ CS3"U ,- r, " j ~~~~ ! S ti~ *_ ~ C _ c,. _:, n, , -_~ <: V~C~ ..,~ r,~~-.; C3~ ,«.. „.~-t2 ~ _ C_.) __ \ 'Ti F ~'~ <.n -- ~ ~a:~ , , IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21-11-0489 ESTATE OF PATRICIA B. EPPLEY Purpose of the Account: John F. Eppley, Executor of this Estate files this Accounting to acquaint interested parties with the transactions that have occurred during his administration. The Account also indicates the proposed distribution of the estate. It is important for the Account to be carefully examined. Requests for additional information or questions or objections can be discussed with the undersigned Attorney for the Estate. Stephen J. Hogg, Esquire 19 S. Hanover Street, Suite 101 Carlisle, PA 17013 (717) 245-2698 Attorney for Estate LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 RECEIPTS OF PRINCIPAL i T Checking Account#411361 $12,193.63 T Money Market Account#15004198188748 $10,535.40 needs from Auction $ 4,607.50 mbursement County Taxes $ 380.84 mbursement School Taxes $ 122.58 Subtotal $27,839.95 Alert $ 29.63 per Insurance $ 60.00 arban Heating $ 53.52 Sentinel $ 86.63 ty Fair Magazine $ 176.09 per Insurance $ 367.00 Subtotal $ 772.87 $120,000.00 Subtotal $120,000.00 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 'AL GROSS ASSETS $148,612.82 DISBURSEMENTS OF PRINCIPAL ~turylink $ 58.55 L $ 74.68 L Final Bill $ 41.09 :r's Lawn and Landscape $ 207.76 ve's $ 91.88 raper Insurance $ 44.10 Bert's Pest Control $ 127.20 Town Homes, LLC $ 100.00 ~turylink $ 58.05 emission from sale of real estate $ 6,930.00 tlement brokerage fee $ 125.00 'd preparation $ 200.00 :ary fee $ 10.00 alty transfer tax $ 1,200.00 ler assist costs $ 5.500.00 ;ured Land Transfers $ 15..00 al water/sewer bill $ 76.14 Subtotal Debts $14,859.45 ADMINISTRATIVE EXPENSES ~ollinger's Funeral Home $ 3,715.84 'ersonal Representative's Commission $ 7,405.47 'attorney fees $ 5,000.00 'robate fees $ 315.50 'advertisement: Cumberland Law Journal $ 75.00 Carlisle Sentinel $ 187.54 nheritance Tax Return Filing Fee $ 30.00 =final Accounting Filing Fee $ 200.00 Subtotal Admin Expenses $16,929.35 nheritance Tax Paid $16,647.42 AL EXPENSES AND DISBURSEMENTS $48,436.22 AL GROSS ASSETS $148,612.82 S EXPENSES AND DISBURSEMENTS $48.436.22 LAW OFFICES OF STEPHEN J. NOGG NET ESTATE AMOUNT FOR DISBURSEMENT $100,176.60 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 VERIFICATION I, John F. Eppley, do hereby verify that I am the Petitioner herein, and that the facts set forth in the aforegoing First and Final Accounting are true to the best of my knowledge, information and belief, upon information supplied. 1 understand that false statements herein are subject to the penalties of 18 Pa. C.S.A. §4904, relating to unsworn falsifications to authorities. Date: .~ i-,z 2 -i / ~ `~5 ~~*3'~_ ohn F- Ep y Sworn to or affirme and subscrib to before me by witnesses, this D-day of , 2011. 'C '~ _ Public My Commission Expires: NOTARIAL ~ >1Np1»n J. HoOA, Nor p~y~ ~~ ~q end Co. PA yr Ca~wbn Eapn. s ~ 70,8 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Patricia B. Eppley, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. Date: /i- 2 i - i/ ~ ~ ~G~~~ ohn F. Ems" ey ~- LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA CERTIFICATE OF GRANT OF LETTERS No . 20 1 1- 00489 PA No . 21- 1 l - 0489 Estate Of: PATRICIA B EPPLEY (first, Middle, Lasq Late Of : CARLISLE BOROUGH CUMBERLAND COUNTY Deceased Social Security No 201-18-3735 WHEREAS, on the 18th day of April 2011 an instrument dated November 20th 1992 was admitted to probate as the last will of PA TRIC/A B EPPL EY (First, Midd/e, Lestl late of CARL/SLE BOROUGH, CUMBERLAND County, who died on the 6th day of April 2011 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi 11 s in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: JOHN F EPPLEY who has duly qualified as EXECUTOR(R/XJ and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 18th day of April 2011. ~ •r i eglster7~ s i 1 eputy **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET - CARLISLE, PA 17013 Tele: (717) 249-3188 Fax: (7'17) 249-2883 May 13, 2011 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Stephen J. Hogg, Esquire RE: Patricia B. Eppley Estate Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on the following dates: April 29, May 4, and May 13, 2011 Advertising Cost Proof of Publication Second Proof Request Payment received Total Amount Due Payment received by $ 75.00 $ 0.00 $ 0.00 $ 0 .00 $ 75.00 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tackie Cox, Retail Sales Manager, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTIlVEL, a newspaper of general circulation in the Borough of Cazlisle, County and State aforesaid, was established December 13,1881, since which date THE SENIINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): A,pri123, Avri130 and May 7, 2011 COPY OF NOTICE OF PUBLICATION Affiant further deposes that he/she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. Sworn to d subscribed before me this I~o~- ~~ U FYI n. ~ 20 l I Notary Public My commission expires: NOTARIAL SEAL BAMBI ANN HECKENDORN Notary Public CARLISLE BOROUGH, CUMBERLAND CNTY Idy Commission Expires Jan 27.2014 NOTICE OF INHERITANCE TAX Pennsylvania ,~ ~ . w APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMEN70F REVENUE ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE rax ^rv1s1oN OF DEDUCTIONS AND ASSESSMENT OF TAX REV-7547 EX AFP (12-10) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 10-18-2011 ESTATE OF EPPLEY PATRICIA B DATE OF DEATH 04-06-2011 FILE NUMBER 21 11-0489 COUNTY CUMBERLAND STEPHEN J NOGG ACN 101 19 S HANOVER ST APPEAL DATE: 12-17-2011 STE 101 (See reverse side under Objeelioia) CARLISLE PA 17013 Amount Renitted~l MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS !-~ REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: EPPLEY PATRICIA BFILE N0.:21 11-0489 ACN: 101 OR DATE: 10-18-2011 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Sehedu le A) (1) 120,000.00 NOTE: 7o ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, DO submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 28,612.82 6. Jointly Owned Property (Schedule F) (6) .DO 7. Transfiers CSchedula G) (7) .00 8. Total Assets (B) 148,612.82 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16.929.35 10. DebtslMortgage Liabilities/Liens (Schedule I) (10) 14,859.45 I1. Total Deductions (11) 31,788.80 12. Net Value of Tax Return (12) 116,824.02 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .DO 14. Net Yalue of Estate Subject to Tax (14) 116,824.02 NOTE: If an assesswent 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) .OD X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) .DD X 045 = .OD 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Amount of Lina 14 taxable at Collateral/Class B rate C18) 116,824.02 X 15 = 17,523.60 19. Principal Tax Due (19 )= 17,523.60 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 07-D6-2011 CD014662 876.18 16,b47.42 TOTAL TAX PAYMENT 17,523.60 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21 11-0489 ESTATE OF PATRICIA B. EPPLEY PROPOSED DISTRIBUTION OF X100,176.60 F. Eppley - 100% $100,178.80 Total Estate Value $100,176.60 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013