HomeMy WebLinkAbout04-20-121505610101
REV-1500 ex (01.1°' ,~
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania
oEP.aTMEr.oFAE~E~~E County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX z8o6oi _~ t I ~ ~,~, ~ ~~
Harrisburg, PA 1128-o6oi RESIDENT DECEDENT _ l
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
t 9~+`y~ 77~a ~ o 09 0' 0,3 zz s~
Decedent's Last Name Suffix Decedent's First Name MI
EsY .~o~E~N F
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
~ ~~
Spouse's Social Security Number
a~d3~7b36
FILL IN APPROPRIATE OVALS BELOW
1. Original Return
JouN.
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
M
O 2. Supplemental Return O 3. Remainder Return (date of death
prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
soil N 1~'t ~$Y ,75 7~:~75
7/ 7 x
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_
REGISTE!!~ ILLS US~;pNLY ~ ;-T-,`~
First line of address r--- =-- rn r,.~
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Second line of address -.
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City or Post Office
State ZIP Code
DATE FILED t -~ ~)
M~c~ANt CS $u~, G P~ 1 ~~ SS
Correspondent's a-mail address: VJQijQ~j~~~~ _ Cjpyy~e~S+~ h`d~'
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PEf~N R~PONSIBLF,~(~R FILING RETURN DATE
ADDRESS ~ vv
asy 1~~D , cl~-AN
SIGNATURE OF PREPARER OTHER THA REPRESENTATIVE
~ 70
DATE
~~ r~.~
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610101 1505610101
1505610105
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: ~ of~ ~ ~ . L..;/y ` p y 7~y ~ r ~ 0
RECAPITULATION //
1. Real Estate (Schedule A) ............................................. 1.
2. Stocks and Bonds (Schedule B) ....................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages and Notes Receivable (Schedule D) ........................... 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5.
6. Jointly Owned Property (Schedule F) p Separate Billing Requested ....... 6.
7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property
~'
,~ r ~; V
~~. U. o
9~ y
O.0 p
U: o O
o4a•~o
(Schedule G) p Separate Billing Requested...... .. 7. O ,. ~ U
8. Total Gross Assets (total Lines 1 through 7) ........................... .. 8. ~ ~/ p l.f d ~ (~
9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. 3 ! 6 ~ . ~ O
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ .. 10. ~ . d O
11. Total Deductions (total Lines 9 and 10) ............................... .. 11. 3 ~ G ~ . o ~
12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. ~ (' ~ 7 5 . O (~
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
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S
h
d
13 '
0 .
) ......................
e
e (
c
e
u
an election to tax has not been ma ..
. ~ d
14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 9 0 O ~ S . O (}
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .OIL ~ O U 7 5 ~~
15.
~ +. ~~
16. Amount of Line 14 taxable
at lineal rate X .0 _ ~. 6 ; b
16.
d'r O Z'
17. Amount of Line 14 taxable
at sibling rate X .12 dap d
17. ~ ~
(~ a~O b
18. Amount of Line 14 taxable
at collateral rate X .15 r C~ e$ >
18.
'~ *' d ~ b
r s+~
19. TAX DUE ....................................................... ..19. 0 :fi d 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p
Side 2
L 1505610105 1505610105 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number o? 1 ~ 2 - ~ ~ 1 Q
DECEDENT'S NAME
D o1~~nl E . ~.~~ ---- ------ ----- ---
STREETADDRESS
CITY „~~~ N t~~u~G STATE ~/Q ZIP `~ br~ -
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments ___-_-___ __ ____
B. Discount Q
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
(1) d
Total Credits (A + B) (2)
(3) C~
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) ~~
Make check payable to: R,E,1iGISTER OF WILLS, AGENT.
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred :.................................................................................... ...... ^
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? ................................................................ ...... ^
2. If death occurred after Dec. 12, 1982. did decedent transfer property within one year of death
without receiving adequate consideration? ........................................................................................................
...... ^ ,~(
JAI
3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ........ ...... ^
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a beneficiary designation? .................................................................................................................. ...... ^
IF THE A~~pN~~SWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is
3 percent [72 P.S. §9116 (a) (1.1) (i)J.
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving 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 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 21 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 percent [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 percent, 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 percent [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-1509 EX.11-97~ -
SCHEDULEF
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF ~ /, ~~~, ! r ' L ~ ~ FILE NUMBER ~) ~ 2 ` O D y
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 I ADDRESS I RELATIONSHIP TO DECEDENT
A. Jo N nl /v-. ~~~
B.
C.
JOINTLY-OWNED PROPERTY:
o~S ~/ ~~ 1~~.~ ~C.~IANiC.SQkl2G-~ ~~) 170S~S~ I~GtS13,QN~
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
Include name of financial institution and bank account number or similar identifying number. Attach
deed for jointly-held real estate.
DATE OF DEATH
VALUE OF ASSET % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1. A. 69Aa .~' 3~'rvr ~~D~C~ ~sy ~E,ea~D~ ~&~i-
2G
8t
~~
P
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" /.~- p1fp, p'a
~ X07, 7gS?b.
~
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fiiN
A 1
Io55 ~
~ • ~Jr ~~~9 ~q ~'r~v~N~s Ac~uN~
PS~CU CN nl9y 9'535.35 Sa ~ y
~6 8.~
N
~ 40 ~
3. C. o2-oi-o var(t,UaR'~ Gr~P sN~~'1r~ Accou~v~5
rP~et m~+^+r~y mtanc~r- F~ ~ 890 ~ gs"13~f 7 19 S~o3. Z~ Sa,. `~ 7 S'Z.
Grvr-~A F~*~o I~SHve~l ~ 9Pe )8SZ3g~17
a
TOTAL (Also enter on line 6, Recapitulation) 15 7 y~ U ~-J b Ob
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (10-06)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF ~ FILE NUMBER
1J ~.~~N ~. ~y a~ 12 - 06~-~~
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
,. ~ ~~. ~u N~ L Co~Triac.~- 3 ~ 8 S• a o
~~ViO~D QS ~bCUh~.~sfu~aT~oN
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
- b --
Name of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2~ Attorney Fees
b ~~
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
R
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f Cl
i ' 6
e
at
ons
p o
mant to Decedent
a
4. Probate Fees ~ ~ , ,~U
5. Accountant's Fees ` /^ ,~.,
6• Tax Return Preparer's Fees -~ O ....
7.
TOTAL (Also enter on line 9, Recapitulation) I $ ~ / ~j~, ~ U
(If more space is needed, insert additional sheets of the same size) ~~`_ ` n p~ b
REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
CERTIFICATE OF
GRANT OF LETTERS
No . 2012- 00049 PA No . 21- 12- 0049
Estate Of : DOREEN ELA/NE EBY
(First Midd/e, Lastl
a/k/a : DOREEN E EBY
Late Of : LOWER ALLEN TOWNSH/P
CUMBERLAND COUNTY
Deceased
Social Security No:
WHEREAS, cn the 12th day of January 2012 an instrument dated
December 30th 1988 was admitted to probate as the last will of
DOREEN ELAINE EBY
/First, Middle, Lastl
a/k/a DOREEN E EBY
1a to of LOWER ALLEN TOWNSH/P, CUMBERLAND County,
who died on the 9th day of October 2007 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 MATTHEW EBY
who has duly qualified as EXECUTOR(R/Xl
and has agreed to administer the estate according to law, all of which
full y appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE,
CARL/SLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 12th day ofJanuary 2012.
,,
eglst o / s
eputy
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
OF
~~ -_~ -~
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DOREEN ELAINE EBY ?~ n ~ T
-, ~.,~ _.
~~ C? -'7 ~
I, DOREEN ELAINE EBY, of 254 ^~ RoaCl,
Mechanicsburg, Cumberland County, Pennsylvania, being of~`='sound ar~d ~~ ~
disposing mind and memory, do hereby make, publish and declare this
for and as my Last Will and Testament, hereby revoking any and all
Wills by me at any time heretofore made.
ITEM I - I declare that I am married to JOHN MATTI~W
EBY, and that all references in this Will to "my husband" are
references to him. I have one (1) child, now living, whose name and
birth date are as follows:
JUSTIN MATTHEW EBY - Born June 25, 1987
I have no deceased children. All references in this Will to "my
children" include, not only the above children, but also any child
hereafter born to or adopted by me.
ITEM II - It is my intention by this Will to dispose of
all of the property which I may own, however, I hereby elect not
L• ~-'
to exercise any power of appointment exercisable by a Will which
I now have or which may hereafter be conferred on me; no
provisions of this Will shall be construed as an exercise in whole
or in part of any such power.
ITEM III - I direct my Executor, hereinafter named, to
pay all my just and lawful debts and funeral expenses out of my
personal estate as soon after my decease as is convenient.
ITEM IV - I give, devise and bequeath all of the rest,
residue and remainder of my estate, real, personal and mixed,
wherever situated, to my husband, provided that he survives me by
sixty (60) days.
ITEM V - If my husband should predecease me or fail to
survive me by sixty (60) days, but any children of mine survive me
or children of a deceased child of mine survive me, then I give,
devise and bequeath all of the rest, residue and remainder of my
estate, real, personal and mixed, wherever situated, to my Trustee,
hereinafter named, IN TRUST, nevertheless, to be held, administered
and distributed in accordance with the following provisions:
A. The entire Trust estate shall be
administered as one Trust until my eldest child
attains the age of 18 years. Until that time,
2
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the Trustee shall apply the net income and
principal of the Trust estate as follows:
1. So long as there is one trust for
the benefit of my children, the net income
of Trust shall be paid to, or applied for
the benefit of, any or all of my children
at such times and in such amounts as my
Trustee shall in his discretion deem
necessary or advisable for their support,
health, welfare, maintenance and
education. In the event the income shall
be insufficient to provide any of my said
children with adequate maintenance,
support, health, welfare, or education,
the Trustee may invade the principal of
this Trust for this purpose; payments of
income or principal to a child pursuant
to this paragraph shall not be taken into
account in any later division of the Trust
estate into shares for distribution to my
children or children of a deceased child
of mine .
2. The Trustee may pay more to or
apply more for some beneficiaries
3
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than others and may omit distribution
to some beneficiaries entirely during
the continuance of the Trust.
3. The Trustee in exercising its
discretionary authority with respect to
the payment of income or principal of the
Trust estate to any beneficiary, shall
take into consideration any income or
other resources available to such
beneficiary from sources outside of this
Trust that may be known to the Trustee.
The Trustee may accept as final and
conclusive the written statement of the
beneficiary receiving payment as to other
available income or resources. The
determination of the Trustee with respect
to the necessity of making payments out
of income or principal to any beneficiary
shall be conclusive on all persons
howsoever interested in the Trust.
4. The Trustee shall accumulate and add
to principal any net income of the
Trust not paid out in accordance with
4
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the discretion hereinabove conferred
on the Trustee.
5. In the event any child of mine
predeceases me or dies prior to the
termination of this Trust, the interest
of such child in the Trust shall cease;
except that, if such deceased child of
mine is survived by any children, then
the Trustee may pay net income of the
Trust to or apply the same for the benefit
of such children of a deceased child of
mine in such amount or amounts as the
Trustee in its sole discretion may
determine for support, welfare,
maintenance and education. Payments of
income or principal to a child of a
deceased child of mine pursuant to this
paragraph shall not be taken into account
in any later division of the Trust estate
into shares for distribution to my
children or children of a deceased child
of mine.
B. Until each such child reaches the age of
18 years the Trustee shall pay to or apply for
5
~ ~,
the benefit of each such child in monthly or
other convenient installments so much of the
net income from his or her share of the trust
estate, up to the whole thereof, as the Trustee
in its discretion deems advisable for such
child's proper care, support, maintenance,
education, health and welfare. At the end of
each year the Trustee shall accumulate and add
to the principal of such child's share of the
trust estate the balance, if any, of the said
net income.
C. At the time the eldest of my said children
attains the age of 18 years, I direct that the
balance of principal and income in this trust
be divided into as many parts as there are my
children then living, and separate trusts be
established.
D. At the time each of my said children
attains the age of 22 years, one-third of the
balance of principal and interest of each
respective child's trust shall be paid to him
or her.
6
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E. At the time each of my said children
attains the age of 25 years, one-half of the
balance of principal and interest of each
respective child's trust shall be paid to him
or her.
F. At the time each of my said children
attains the age of 28 years, the balance of
principal and interest of each respective
child's trust shall be paid to him or her, and
his or her respective trust shall terminate.
G. When each of my said children attains the
age of 18 years, each child shall receive the
net income from his or her respective trust,
at least quarter-annually. The Trustee shall
continue to have sole discretion with respect
to the application of principal of each
respective child's trust for each respective
child's maintenance, education, health and
welfare.
H. If any child of mine shall predecease and
shall have issue then surviving, the remaining
balance of such deceased child's trust shall
be distributed to the then surviving issue of
7
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each such deceased child of mine, or an equal
share of the remaining balance of the original
trust estate, in that case, shall be
distributed to the then surviving issue of each
such deceased child of mine per stirpes and not
per capita.
I. The following terms as used in this Will
mean:
1. The term "children" includes
adopted children and any who may
hereafter be born to or adopted by
me.
2. The term "issue" means lawful
blood descendants in the first,
second, or any other degree of the
ancestor designated, and includes
legally adopted children.
3. The term "education: includes
both college and post-graduate study
at any accredited institution of the
beneficiary's choice as well as trade
schools, vocational schools,
8
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technical schools, etc., for any
period of time that in the judgment
of the trustee is advantageous to the
beneficiary; the trustee shall
provide adequate amounts for all
related living and travel expenses
of the beneficiary within reasonable
limits.
J. No beneficiary or remainderman
of this Trust shall have any right
to alienate, encumber, or hypothecate
his or her interest in the principal
or income of the Trust in any manner,
nor shall any interest of any
beneficiary or remainderman be
subject to claims of his or her
creditors or liable to attachment,
execution or other process of law.
ITEM VI - In order to carry out the purposes of the Trust
established by this Will, the Trustee, in addition to all other
powers granted by this Will or by law, shall have the following
powers over the Trust estate, subject to any limitations specified
elsewhere in this Will:
9
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A. To retain any property received by the
Trust estate for as long as the Trustee
considers it advisable.
B. To invest and reinvest in every kind of
property and investment which men of prudence,
discretion and intelligence acquire for their
own accounts.
C. To manage, control, repair, and improve
all Trust property.
D. To sell, for cash or on terms, and to
exchange any Trust property.
E. To lease any property for terms within or
beyond the duration of the Trust for any
purpose which the Trustee in its discretion
may deem advisable in accordance with law, with
or without an option to purchase, and to make
such improvements or effect such repairs or
replacements to any real estate subject to this
Trust, and to insure such real estate against
fire or any other risks, and to charge the
expense therefor to principal or income or part
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thereof to each as the Trustee may deem proper,
and to develop such property, to subdivide it,
dedicate it to public use, or grant easements
therein as the Trustee may consider advisable;
and any lease or agreement made with respect
thereto shall be binding for the full term
thereof even though it may extend beyond the
duration of the Trust.
F. To borrow money and to mortgage or pledge
or otherwise encumber or hypothecate Trust
assets as the Trustee may, in its discretion,
deem advisable either from itself individually
or from others.
G. On any division or distribution of the
Trust estate, in the discretion of the Trustee,
to divide and distribute property of the Trust
estate in money or in kind, including undivided
interests, or partly in money and partly in
kind, including undivided interests; to
exercise such powers, herein conferred, after
the termination of the Trust estate until final
distribution of the Trust assets; and to
evaluate trust property for purposes of
determining the amount of the Trust principal
it
i~
~,
to be distributed to each beneficiary named
herein, which valuation, in the absence of a
showing of bad faith, shall be conclusive and
binding on all concerned.
ITEM VII - The Trustee shall determine what is income and
what is principal of the Trust established under this Will, and
what expenses, costs, taxes, and charges of any kind whatsoever
shall be charged against income and what shall be charged against
principal in accordance with the applicable laws of the
Commonwealth of Pennsylvania as they now exist and may from time
to time be enacted, amended, or repealed.
ITEM VIII - The Trustee shall receive a reasonable fee
for the ordinary and extraordinary services rendered by him.
ITEM IX - No bond shall be required of any person
appointed in this Will as Trustee, Executrix, or other fiduciary.
ITEM X - The validity and administration of the Trust
established under this Will and all questions relating to the
construction or interpretation of the Trust shall be governed by
the laws of the Commonwealth of Pennsylvania.
12
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ITEM XI - I appoint my brother-in-law, JAMES RICHARD EBY
of 415 North Charlotte Street, Lancaster, Pennsylvania, as the
Trustee of this Will. In the event of my brother-in-law JAMES
RICHARD EBY's death, resignation, renunciation, or inability to act
in that capacity, then I appoint my sister-in-law, ANNE ELIZABETH
EBY, of 211 Cabot Avenue, Edison, New Jersey, as Successor-Trustee
of this Will in his place and stead.
ITEM XII - I appoint my husband, JOHN MATTHEW EBY, as the
Executor of this Will. In the event of his death, resignation,
renunciation, or inability to act in that capacity, then I appoint
my brother-in-law, JAMES RICHARD EBY, as the Successor-Executor of
this Will in his place and stead. In the event of my brother-in-
law JAMES RICHARD EBY's death, resignation, renunciation, or
inability to act in that capacity, then I appoint my sister-in-law,
ANNE ELIZABETH EBY, of 211 Cabot Avenue, Edison, New Jersey, as the
Successor-Executor of this Will in his place and stead. The term
"Executor" in this Will shall refer to any Executor or any
Successor=Executor.
ITEM XIII - My Executor shall receive reasonable
compensation for services rendered to my estate during
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administration as determined by the Court in which this Will is
admitted to probate.
ITEM XIV - My Executor shall have, in extension and
not in limitation of the powers given by law or by other provisions
of this Will, the following powers with respect to the settlement
and administration of my estate:
A. To exercise with regard to the probate
estate all of the powers and authority
conferred by this Will on the Trustee over the
Trust estate.
B. To employ any attorney, investments
advisor, accountant, broker, tax specialist,
or any other agent deemed necessary by my
Executor; and to pay from my estate reasonable
compensation for all services performed by any
of them.
C. To conduct alone or with others any
business in which I am engaged or in which I
have an interest at my death, with all the
powers of any owner with respect thereto,
including the power to delegate discretionary
14
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duties to others, to invest other property held
hereunder in such business and to organize a
partnership or corporation to carry on such
business.
D. When paying legacies or dividing or
distributing my estate, to make such payments,
division, or distribution wholly or partly in
kind by allotting transferring specific
securities or other personal or real properties
or undivided interests therein as apart of the
whole of any one or more payments or shares at
current values in the manner deemed advisable
by my Executor.
All of the above powers may be exercised, except as otherwise
provided by law, from time to time in the discretion of my Executor
without further Court Order or license.
ITEM XV - If my husband does not survive me then I
appoint my brother and his wife, RICHARD EBELITIG and NANCY EBELING,
or the survivor of them, as the Guardians of the person of each of
my minor children.
15
`'
~~`~
ITEM XVI - If my husband and my children and their
children, if any at the time of my death, do not survive me, then
I give, devise and bequeath, all the rest, residue and remainder
of my estate, real, personal and mixed, wherever situated, as
follows:
A. 50$ of the remainder of my estate to my
mother, DOROTHY ELSON EBELING of 709 Haldeman
Avenue, New Cumberland, Pennsylvania, 17070,
or to her heirs, and
B. 50~ to my husband's parents, RICHARD Y.
EBY and SARA J. EBY, of 581 Rupley Road, Camp
Hill, Pennsylvania 17011, or the survivor of
them.
ITEM XVII - My husband and I are executing Wills at
approximately the same time in which each of us is the primary
beneficiary of the Will of the other. These Wills are not executed
because of any agreement bet~;aeen my husband and myself. Either
Will may be revoked at any time at the sole discretion of the maker
thereof.
16
Y' fey
ITEM XVIII - If any provision of this Will or of any
Codicil thereto is held to be inoperative, invalid, or illegal, it
is my intention that all of the remaining provisions thereof shall
continue to be fully operative and effective so far as is possible
and reasonable.
ITEM XIX -
cremated.
I direct my Executor to have my body
IN WITNESS WHEREOF, I, DOREEN ELAINE EBY, have hereunto set
my hand and seal to this, my Last Will and Testament, each page
of w~h~}ich has been signed or initialed by'',m~e on this ~ day
~ ~'`"-E~ Z ~~~ ~acir-- , 19 8 8 , at ~~I ~ ~ ~.•1, .c~-.-E : 1~ ~~ Y
Pennsylvania.
y ~ ~n ~~
BEEN ELAINE EBY
wit es:
~ ~~ ~
/ ~~
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF
I, DOREEN ELAINE EBY, testatrix, 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; that I signed willingly; and that
I signed it as my free and voluntary act for the purposes therein
expressed.
Sworn or affirmed to and acknowledged before me by DOREEN
ELAINE EBY, testatrix, this ~U~~~ day of ~J~,'(j,~y,~^v/:4:, _: , 1988.
Notary Public
y Comm~D'~ ~ ., .
Lori Ann Four. Notary PuMk ' t S AL )
~ Dauphin Ca, PA ~ .
17 1852' . ,
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF
r~~
We , ~,~, C-C=~-~ z' . ~ ~~.~,~ and t"Lt-r- her ~ G ~.~;.~,... -~ ~ ,-
the witnesses whose name 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 testatrix, DOREEN ELAINE EBY,
sign and execute the instrument as her Last Will; that she signed
willingly and that she executed it as her free and voluntary act
for the purposes therein expressed; that each of us in the hearing
and sight of the testatrix, DOREEN ELAINE EBY signed the Will as
witnesses; and that to the best of our knowledge the testatrix,
DOREEN ELAINE EBY, was at the t' 18 or more years of age, of
sound mind and under no constr. ~; or undt~~i luence.
Ir . (' ~ ./
Sworn to and subs ribed
bare me this ~'~'`~day
~- Notary Public
-My Con~ntission Expires:
- NOTARIAL SEAL
Lori Ann Foor, Notary Public
Harrisburg, Dauphin Co., PA
M Commission Ex iresA . 17, t992 18
ree ~~mp~e: corp.
?~~i~ ~r~~er~ture,
~etbneeri,
SHEEPFORD CORP.
(hereinafter called the Grantor
JOHN M. EBY and DOREEN E. EBY, husband and wife
(hereinafter called the Grantee g
~itriegget~j, That in consideration of
r-
p,!,
19s$
), of the one part and
), of the other part.
NINETY-ONE THOUSAND FOUR HUNDRED FORTY ($91,440.00) Dollars,
in hand paid, the receipt whereof is hereby acknowledged, the said Grantor does hereby grant and convey unto the said
Grantee S , their heirs and assigns,
ALL THAT CERTAIN lot or piece of ground Situate in the Township
of Lower AI1en, County of Cumberland and Caturonwealth of
Pennsylvania bounded and described according to a Final Subdivision
Plan for 5heepford Crossing, Section 2, prepared by
Whittock-Hartman, Professional Engineers, Camp Hill,
Pennsylvania, dated July 5, 1985 and revised October 16, 1985 and
recorded April 10, 1986 in Plan Book 49 page 143.
BEGINNING at a point on the Northeast side of the cul-de-sac of
Ewe road and a corner of the Collection Basin on said plan; thence
extending along said basin North 74 degrees 09 minutes 00 seconds
East 224.95 feet to a point in line of lands of now or late Frank..
Armstrong; thence extending along said lands South 27 degrees
O1 minutes 00 seconds East 110.00 feet to a point on the Northwest
side of Valley Road; thence extending along said road South 42
degrees 59 minutes 00 seconds West 147.33 feet to a point of
tangency; thence extending along a curve having a radius of 175.00
feet, the arc distance of 8.31 feet to a point a corner of Lot
No. 121 on said plan; thence extending along said lot North 65
'" degrees T5 minutes 00 seconds West 181.38 feet"to a point on the
cul-de-sac of Ewe Road; thence extending along said road North
24 c~grees 35 minutes 00 seconds East 25.00 feet to a point of
tangency; thence continuing along a curve having a radius of 50.00
feet the arc distance of 55.00 feet to the point and place of
BEGINNIlJG.
BEING Lot No. 122. HOUSE No. 254 Ewe Road.
OONTAINII~GG 34,947 square feet.
BEING part of the same premises which John E. Keener, Inc., by
Deed dated March 25, 1986 and recorded in Cumberland County Recorder
of Deeds Office on March 31, 1986 in Deed Book 31U page 326,
conveyed unto Sheepford Corp.
~~ _- (ownship of .. ......
o. Pa.
made this L.~ ~ ' 1 day of ~_5~~,~3~/~"~"~~--''
,~
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~ u a p z s a .z d ay1 aq o~ (~~aslay) ~Iaswiy paSpai,~ouxae oym ~ u 2 g q~ a u u a x pa~eadde
~It~uoslad '~aa~3~o pauFcs~apun aye aui aao~aq `88 6[ .,~aqu,~a~ 30 ~~p ~ ay1 `siyl up
~~/^,,~,~~ 30 ;C1uno~ BTU nT~suuad }o yitea.MUOUiuio~
~C.zg~a.zoas
(teas) -'~F ~ ZS3ZZ~I
d
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_ __gt ~ - ;. ........ .
tea; j
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A ~ ~ :~o anuasaad ayl u[ ~.._
. ~ ''
• _, x
~t ,__ palangaQ pug pa~eas _._-_~ ~..
_ dNn~ Ru~~d~~auc ,
~.
Epl, Java E~ ~-0~6
•~~ -~~~ -;.la •o~ •9~~
l ...._... ~~~..,
WY ..'. fir.. ~.r C}!Z
~, ~ • - ~ ~ ~
d ~.o~ .yuin~ •}s~4 ~ooy~$
- .a.~~y ~5~~
^v j w}suvi j v;v}s3 Ivva X t~
PSEC ~~~~~~A~~~~~~
DOREEN E EBY
JOMIT OIMNER
JOHN M EBY
PAGE 2
I.
0194XXXXXX ~ 09/30/07
.,.. .. ptTST` f~F D~SC~IPTIO~I .. ,, , ..
.. ___ _ _ AMOUNT 'BA#.ANCf
890' ! ]E<D U1 R1=~lILAI~ SHARES S~O~~{IN~ ~A6ANCE 2~~ 7$
0901
~PAYMENT:~ATM REBATE ~ ~ _:
4.00
:;..::
262.78
AUGUST
0930 PAYMENT: DIVIDEND 1.240X 0.27 263.05
A~NhL ~'ERGEN'tA~ YIELD EARN1~~ ]..Zb~c F~4~t` O~9~Q1/Q~ T'iiR~11#~ 09~'30't?7
; ; BASED ON AVERAt3E DAILY BALANCE OF ~21a2.78 ; .
0930 ' ~#l1I~IG BA~~~tC~' ;; ..: :: :.. X63 t1~:
DIVIDEND YTD: YEAR TO DATE 2.37
POST EFF DESCRIPTION AMOUNT BALANCE
9~B~.j ! ', ~~ 04 C#I~~CIN~a< BEG~~~1G',$1~LANC~ 9~5 ~~
r OSt01 ' PAYhI»t~T: =AT ATl1 ~kOfl'~07917.x00Q~~B >9050.t19 I00~5.40`
-.: -- :.:
HILL PA
09.01 WITHDRAWAL AT ATM #00007918/00005B
ATH Al~RICHOICE FC 433 S. 1$TH STREET CAMP
';
F HILL. PA
. ~ ; .09f~.1 .~/'I4ITNI~RAI~Al. POS #00178001
__-•..r-~' P05 'SMART 59011 CAiC~.ISIE PIKE ,_
:
--~-~ ~ .
... .. _
MECHANICSBURG PA
09~
~ CHECK 006280
f904 CHECK 006278
~` 09D•~ Pt~Yl~NT: ~~RECT DEPt#SI.T k041ER ALL~1 T3ItIN>
TYPES PAYROLL 2D: 236005231
! ... ,. ,
E~:. !LQ~R . ~.~M TONF1 ;:
-
w0905 CHECK 006281
,0907 PAYMENT: DIRECT DEPOSIT PA TREASURY DEPT
TYPE: PAYROLL ID: 1236003133
--- 'Ct1NT~ttUED ;QN Ft1LL4N±iINt3. PAS ---
100.00- 9905.40
2.8.4!7- 98~b . X13
0409 400 765 6
P.O. Box 61013 {717) 234-8484 (Harrisburg)
Harrisburg, PA 11106-7013 (800) 237-1328 (Nafionwide)
website - http://www psecu.com
WANT TO INCREASE YOUR VISA®
CREDIT LINE? JUST GO ONLINE TO
APPLY OR CALL.
PSECU.COM
800. LOAN. 555.
2269940
n r YS
r ,~ ~~,
> 5>
i``~
'Pennsylvania State Employees {relit Union
DOREEN E EBY
ea. Box 61013 pll) 2348484 (Hamburg)
Harrisbwg, ~ »ao~-~a~3 csoo1231.132s {~~rom~ide~
W8tliSlbA ' ~.~~WWW.P~CY.COIti
WANT TO INCREASE YOUR VISA
CREDIT LINE? JUST GO ONLINE TO
APPLY OR CALL.
PSECU.COM
800. LOAN. 555.
JOWTCIWNER
JOHN M EBY
PAGE 5
ATM AHERICIIOICE FC 433 5. 18TH STREET CAMP
HILL PA
~/ 0930 PAYMENT: DIVIDEND 0.250 2.03 9272.30
t. .... :~~~;rEFa~..:::~cor~ufincc..:irr.~~.a?:sana~rn.... a....~~?rt;:c~~..:.~a~~i.:~n~...~~a~~3ev::::na~:a~;~.~~x ' ::<:.
DIVIDEND YTD: YEAR TO DATE 5.70
NUMBER A13OUNT NUMBED. AMOUNT NUMBER AMOUNT- NUMBER AMOUNT
~Ubu~l~+~ :i~~ ~ 1E3 Dlt~?'~~ ~t~6:$tB ~~~~~9~ ~c~ ~~ ~+~:'~# ~>i~ r~
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U~06294 45.53 006301 ~~~~~~~~~ ~56~.~65
006283 707.72 006289 30.00 006295 50.00
006284 474.45 006290 67.23 006297* 156.50
..:_... ~.,:k~~r~t~~s~e...x:r..T~ri~Mta~~ zx~l~~~~~~..Kira!..: .~~.t~U~...~tEa.~.::>:...:...:::
POST EFF DESCRIPTION
_.. ~( T~~^
PRINCIPAL *FIN CNG* BALANCE
•v,+Ji . .
2269943
,. ..
_.. _
Tti~I~ttR~!l~GRi:RJP.
DOREEN E EBY 8
JOHN M EBY
JT TEN WROS
254 EMfE RD
MECHANICSBURG PA 17055
September 30, 2007, year-to-date Page 1 of 4
PORTFOLIO SUM MARY
800-662-2739 -
www.vanguard.com
o (800) 662-6273 -
-~ N
~~
Client Services
Tele-Account
TOTAL OF ALL ACCOUNTS Value on 12/31 /2006 Vak~e on 9/301200'7
_ . _ -----
$ 0.00
$19,305.25
Account
INVESTMENT ACCOUNTS number Ticker- Vak~e on 12/31 /2006 VaM~e on 9/30/2007
Prime Money Mkt TTund 88018523847 VMtv1XX $ 0.00 $ 4,296.24
GNMA Fund Investor Shares 88018523847 VRIX 0.00 15,009.01
Total investment accounts
Incomeyear-to-date $ 746.66
Purchases year-to-date $ 38,821.63
Redemption year-to-date 20,193.41
$ 0.00 $19,305.25
Portfolio allocation
Short-term investments 22.3%
Bonds 77.7
Stocks 0.0
100.0°~
UPDATIN G3 IRA BEN ERICIARIES IS IMPORTANT ... AND EASY
You can review and update beneficiaries for your IRAs quicky and easily through our website. To verify or
change your beneficiary information, bg on to your account on Vanguard.com (if you're not already registered
for online access, it takes just a few minutes to sign up). After you tog on, click "tvly Profile" and then
"Beneficiaries." You'fl see a link that lets you change or add beneficiaries. To make a change by mail,
complete the "IRA Beneficiary Designation" form, available for download in the Forms area of Vanguard.com.
It's important to make sure your beneficiary designations are up to date, because the information on file
with_us generally daterminas who. inherits2he accounts_ _ _ _ _ _ ,
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