HomeMy WebLinkAbout04-0902PETITION FOR PROBATE and GRANT OF LETTERS
Estate of G:l'14 ~ I~ ~1, ~. I~. R ~ ~__
also known as
, Deceased.
Social Security No. /
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut
in the last will of the above decedent, dated
and codicil(s) dated
To:
Register of Wills for the
County of 2~lJ2a~k~l~ in the
Commonwealth of Pennsylvania
named
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in F~t~ rn ~,-_- n ~. ~ u l> County, Pennsylvania, with
b ~ r~ last family or principal residence at 2. ~ ~_. ~ ~,~ ~
(lis~ street, number and muncipality)
Decendent, then 'l ~ years of age, died B 9 "- ,~ · ~-
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(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 la~_ ~ill a~ codicit~&~::
presented herewith and the grant of letters
(testamentary; administration c.t.a.; .~dministratiJi~d.b.n.cit::~.,)' .
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF ~,~g,=t'L,~,o~ ~ 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 an~t)truly administer the estate according to law.
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S orn to or affir:n~e~ and subscribed ~ ~~ ~
b~re.m~ this -~ _ ., . day of [ "~/1 ~
~ 3'~ Re~r2 ~
Estate of ~T~L ~. E~R~£ , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated ~c'rt,
described therein be admitted to probate and filed of record as the last will o~
I~TH ~t- ~,
and Letters 't-~-.~ r,a ~,~ .~ .r~ 4
are hereby granted to ~.o rf, ~ ~ ~ .7',
12~a4, in consideration of the petition on
Probate, Letters, Ere .......... $-"J~
Short Certificates( ) ..........
Renuncia~on ................
TOTAL ~ $
Filed .... J.~ r.~.Z ~ ~ ...............
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
RENUNCIATION
- 0,4
In Re Estate of ~ T't~ ~ L b4 · '~.~-~ ~ deceased.
To the Register of Wills of ~ O/,4 ~,/~- p'~ A ~ ~ County, Pennsylvania.
The undersigned ~? ~ /~YA/ ,~'. Z~ / t/n-~ ~ ~t~'r~.~O~ of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
be issued
WITNESS Ivl ¥ hand this
(Address)
(Signature)
(Address)
(Signature)
(Address)
OF
ETHEL M. ZERBE
I, ETHEL M. ZERBE, of the Borough of Camp Hill, Cumberland
County, Pennsylvania, declare this to be my Last Will and Testament,
hereby revoking any Will previously made by me.
I. I direct the payment of all my just debts and funeral
expenses out of my estate as soon as may be convenient after my
death.
II. I give, devise and bequeath all of my property, real
personal and/or mixed of whatsoever nature and wheresoever situate
to my daughter, Kathryn J. Zerbe, her heirs and assigns.
III. All transfer inheritance taxes are to be paid out of the
proceeds of my estate.
IV. I appoint Kathryn J. Zerbe to be the Executrix of this my
Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto set my hand and seal on
this, the ~r~_ day of October, 1991.
Ethel ~4. Zye
Signed, sealed, published and declared by the Testatrix, ETHEL M.
ZERBE, as and for her Last Will and Testament, in the presence of us
who have hereunto, at her request, subscribed our names in her
presence and in the presence of each other as witnesses hereto.
Name~/
N~me
Addre s s
Address
IN WITNESS WHEREOF I have hereunto set my hand this
v~-o r~ ~. 0. ,19r~ , to this my Last Will and Testament.
Testator Signature
day of
IV. WITNESSED:
The testator has signed this will at the end and on each other separate page, and has
declared or signified in our presence that it is his/her last will and testament, and in the presence
of the testator and each other we have hereunto subscribed our names this g ~ day of
£¢~ 6~. ,19~.
Witness ~gnature Address
Witn~'ss Signfiture
Address
Witness Signature
Address
testator and the witnesses, respectively, whose names are signed to the attached ~d
forgoing instrument, were sworn ~d decl~ed to the undersigned that the testator signed ~e
~s~ment ~ hi.er L~t Will ~d Testament ~d that each of the witnesses, in the p~sence of
~stator~~he~J? will ~ witnesses. /x
Testator: ~ /t!~/~ Witness: ~' ~ ~
' Witness: ;~~ ~. ~
Witness:
ACKNOWLEDGMENT
State of
County of (~um bvr[~,l }
On Ocro*t;t [ ~q~ before me, ,
~rsonally ~own to me (or proved to me on the basis of satishcto~ evidence) to be the
~on(s) whose nme(s) is/~e subscribed to the wi~in ins~ment ~d ac~owledged m me ~at
he/she/~ey execumd ~e sine in hisSer/their au~ofized capacity(les), ~d thru by ~s&er/~ek
signature(s) on ~e ins~ment the ~rson(s), or the entity upon behalf of which the person(s)
~ted, ex~uted ~e instrument.
~SS my h~d ~d offici~ ~.
Affiant Produced ID
Type of ID
(Seal)
K107-3
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 01/10/2005
TRACE ROBERT J
331 N 28TH ST
CAMP HILL, PA 17011
RE:
Estate of ZERBE EHTEL M
File Number: 2004-00902
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 01/15/2005
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
Sincerely,
GLENDA 'FARNER ~
Clerk of the Orphans' Court
Cumberland County Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 01/10/2005
TRACE ROBERT J
331 N 28TH ST
CAMP HILL, PA 17011
RE: Estate of ZERBE EHTEL M
File Number: 2004-00902
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
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 ten.(10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 01/15/2005
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
CERTiFICATION OF NOnCE UNDER RULE 5.6(a)
Name of Decedent:
FTHIEZ-. 1'-1, Z~~~~
Date of Death:
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YOD,y.
Will No.
21-() 1"- 0902-
Admin. No.
To the Register:
I certify that notice of (beneficial intelUt) 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 Ape v 5r ~ 11 , .,:J, t? a-#
,
~
Address
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Notice has noW been given to all persons entitled thereto under Rule 5.6(a) except
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Date: :JQ.?7~ )~) ~"OS-
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Name ~ /56'/?T <'77' I .a.4cF (j'p(..." erA
Address $ ~ I 'ft,::z. ~ IJ. S '"
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'* COMMONWEALTH OF
. PENNSYLVANIA
illIi DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 1712B-0601
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FILE NUMBER
21 04
902
- NUMBER- - -
31.439.37
(8)
11,147.34
COUNTYCQDE YEA/<
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, SDCIAL SECURITY NUMBER
1196-14-2959
!TH,SR~TURN MUSTBE FILED ~. DUPUCAreWlrH THE
REGISTER OF WILLS
-_._...--"~----
SOCIAL SECURITY NUMBER
03. Remainder Retum (dale 01 death prior 10 12-1J,.82)
o 5. Federal Estate Tax Return Required
8. Total Numbel' of Safe Deposit Boxes
o 11. EleCtion 10 tax under Sec. 9113(A) (AIlach SCh 0)
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TillS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFlOElfTIAL TAX INF()IUAATlQN stlOULD BE DIRECTEIl TO;
NAME COMPLETE MAILING ADDRESS
Robert J. Trllce 331 N. 28th Street
FIRMNAME(If"";~.') Camp Hili, PA 17011-2837
'TELEPHONE NUMBER'
(717) 737-9581
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31,439.37
1'1)
(12)
(13)
11,147.34
20,292.03
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Zerbe Ethel M.
DATE Of DEA1H IMM.OD.YEAR)
08/20/2004
DATE OF BIR1H (MM.DD.YEAR)
01/26/1925
(14)
20,292.03
{IF APPLlO,BLEj" SURVIVlNG-SPOUSE'$ NAME (LAST, FIRST, AND MIDDLE INITIAL)
[!] UlriginalR<lturn
o 4_ Limited Estate
o 6. DecedentDiedTestate(Allachc.opyofWi~)
o 9. U\igatlorl ProceeCs Reteivetl
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of deall1 afler 12_12-82)
o 7. Decedent Maintained a Living Trust (Attadl copy of Trust)
o 10. Spousal Poverty Credit (dale of dealll beIween 12-31-91 an-d1-1-95}
(15)
(16)
(17)
(15)
{19}
1,217.52
1. Real Eslale (Scl1eduleA) (1)
2. Stocks and Bonds (Schedule 5) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4, Mortgages & Notes Receivable (Schedule 0)
(4)
(5)
1.21?-52
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200
CHECK HERE IF YOU ARE REQLlESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SlOE AND RECHECK MATH <..
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedu~ E)
6, Joindy Owned Property (Schedule FI
o Separate Billing Requested
7. Inler-Vivos Transfers & MisceUaneOl.ls Non-Probate Property
(Schedule GorL)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule t)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charrtable and Governmental Bequests/See 9113 Trusts for which an election 10 tax has not been
made (Schedule J)
(6)
(7)
19)
(10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or lransfers under Sec. 9116 (a)(1.2)
x .0
16. AmoUnt of Line 14 taxable at lineal rale
20,292.03 X.O 6
17. Amount of Line 14 taxable at sibling rate
x .12
18. Amount of Line 14 taxable at collateral rate
x .15
19. Tax Due
Decedent's Complete Address:
STREET ADDRESS
. :11l:1~.E"iryiewRoad ..~
CITY C~~~ Hill
15TATEp~ --
---,--~----
I ZIP17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credns/Payments
A. Spousal Poverty Credit
e, Prior Payments
C. Discount
(1)
1.217.52
Total Credits ( A + B + C ) (2)
3. InteresUPenalty if applicable
D.lnterest
E. Penalty
4.
TotallnteresUPenalty ( 0 + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Ch..k box on Page 1 line 20 to request a refund
(3)
(4)
(5)
(5A)
5. If Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE.
1,217.52
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
1,217.52
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:........................ ... .............. .............................................. D iii
b. retain the nght to designate who shall use the property transfemed or its income:... . ...................................... D iii
c. retain a rever~onary interest; or.. ...................................................... ......................... ...................................... D iii
d. receive the promise for life of either payments, benefits or care? ............................... ...................................... 0 [iJ
2. If death occurred after DO<ember 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................... ... .......................................................................... D iii
3. Did decedent own an "in trust for" or payable upon death bank account or secunty at his or her death?.............. D iii
4. Old decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....... .............................................. .................................................. D iii
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND ALE IT AS PART OF THE RETURN.
Under penalties of perjuty, I declare that I have examined this return. including accompanying schedules and statements, and 10 the besl of my knowledge and belief, it is true, comtct
and mmplele.
Daclarallon of pftlPaf8r other than !tie pel$Onal repreaentaliYe is based on alt information of which preparer has any knowledga.
SIGN~ OF PERSON RESPONSIBLE FOR FILING RETURN
ADf)g~_'L......~~_-
2'$i_/J. YV-:..Z S~C- /ekLtA
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
I?. /I If__
DATE ~ /
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DATE
ADDRESS
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For dates of death on or after July 1, 1994 and before January 1, 1995, the lax rate imposed on the net value of transfers to or fur the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.11 (i)l.
For dales of death on or after January 1, 1995, the tax rele imposed on the net value of transfers to or for the use of the sUlViving spouse is 0% [72 P.S. ~9116 (a) (1.1) (Ii)l.
The statute does not exemol 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 jf
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 lax rate imposed on the net value ottransfers to or for the use 01 the decedent's lineal beneficianes is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. 99116(a)(1)1.
The tax rate imposed on the net value of transfers to or for Ihe use of the decedent's Siblings is 12% [72 P.S, ~9116(a)(1.3)]. A sibling 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+ 16-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
Ethel M. Zerbe
FILE NUMBER
21-04-0902
ESTATE OF
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
,.
DESCRIPTION
28 shares Pan American Airways Inc. (company out of business-shares worthless)
VALUE AT DATE
OF DEATH
0.00
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
REV-150B EX. (6-9B) *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Ethel M. Zerbe
FILE NUMBER
21-04-902
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1 M and T Bank (IRA Balance-without Beneficiary)
VALUE AT DATE
OF DEATH
31,493.37
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
31,493.37
REV-1511 EX. 112-991.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
21-04-0902
Ethel M. Zerbe
Debts of decedent must be reported on Schedule L
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
,.
FUNERAL EXPENSES:
Myers-Harner Funeral Horne, Inc.
1901 Market Street, Camp Hill, PA 17011
5,400.00
B. ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Represel1\ative(s) Robert J. Trace
Social Security Number(s)/EtN Number of Personal Represenlative(s)
SlreetAddress 331 N. 28th Street
0.00
City Camp Hill
State P A Zip 17011
Year(s) Commission Paid: 0
2. Attorney Fees
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
3,500.00
Claimant Kathryn L. Zerbe, M.D.
Street Address 2828 Fairview Road
City Camp Hill
State PA .Zip 17011
Relationship of Claimant to Decedent Daughter
4.
Probate Fees
97.00
5.
Accountant's Fees
100.00
6. Tax Return Preparer's Fees
7.
Pealers Flowers
57.24
104.94
495.00
592.40
690.00
159.00
8
Bixler's Flowers-for Camp Hill Methodist Church
Rolling Green Cemetery
United Airlines-Fli9ht from Portland, OR to Camp Hill, PA
Luncheon at West Shore Country Club for out of town guests
Cumberland Law Review-75.001 The Sentinel-84.00
9
10
11
12
11,195.58
TOTAL (Also enter on line 9, Recapitulation) $
(11 more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Ethel M. Zerbe
FILE NUMBER
21..04..0902
RElATIONSHIP TO OECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee(sl OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1 Kathryn L. Zerbe, M.D. Daughter 100%
ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS 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
None
s. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
TOTAL OF PART 11- ENTER TOTAL NON.TAXABlE DISTRIBUTIONS ON LINE 13 OF REY.1500 COYER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
n,1.'''.\
1'11;, is to certify that the information here given is correctly copied from an original cert.ificate of death duly' filed with
Lllcal R~gistraL The original certificate will be forwarded to the State V Ital Records Gthce lor permanent flhng.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
i~ 10529815
No.
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Fee for this certificate, $2.00
Local Registrar
AULJ " 3 2004
Date
,105143Rev2l87
COMMONWEALl'M OF PENNSYLVANIA. DEPARTMENT OF HEA.LTH . VITAL RECORDS
CERTIFICATE OF DEATH
DECEDENT'S USUAL OCCUPATION
lo,_~~"::=.L::r
k. Ea t ennsboro
KIND OF BUSINESS I INDUSTRY
ad.
lITAU.FlLENUMIilER
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,. Female
0A1E OF BlR"TH BlRTHPLACE (Cily aod F
{Month, Day, Yeal) SlllteOfFOflllgnColXltry) f1 I AI.
26 25 h . b P Inp.b.nte-
I. Jan 1. arrlS urg, a I..
CITY, BORO~ OF DEATH FAClLlTY NAME {It not inililulioo, ~~e ilreetllnd number)
SOCIAL SECURITY NUMBER
,. 196 14
2959
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,l.GE~LU\s.thda1}
NAME OF DECEDENT (FifJl, Middle. LISt)
Ethel M. Zerbe
.. 79
COUNTY Of DEATH
ERlo..lp..,,,,,tD
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R_""O ::'<>1',010
RAG - Amaflcan Indiall, Black, W~I.., III
(Spaelfy)
10, Whi te
SURv!VlNG SPOUSE
(Ir,,;!.. ll'V. ,,,.,_nom.)
...
1b. Housewife l1b.
DE ED NT'S MAILING ADDRESS (Stretl. CilylTown,
2828 Fairview Road
camp Hill, Pa 17011
MARITAlSTATUS-Manied,
N_r Mamed, 'Mdowed.
O\Wfced(~l*il~)
... Widowed
TO.
tale, ZIP Code)
DECEDENT'S
ACTUAL
RESIDENCE
(See Instructions
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11. Frank Schrecken aus t
INFORMANT'S NAME (TlpeJPrtnl)
.... Ka thr n J. Zerbe
METHOD OF DISPOSITION
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LICENSE NUMBER DATE SllfNED (Month. Day, Yeal)
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NAME AND ADDRESS OF PfRSON WHO COI'IPLETED CAUSE Of DEATH
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Commonwealth of Pennsylvania
COUNTY OF CUMBERLAND
55:
Robert J. Trace
according to law, deposes and says that he is Administrator CTA
of the Estate of Ethel M. Zerbe
late of _]~g~o"ugl1__o(_c:a_mp_ Hil,l_ Cumberland County, Pa., deceased and that the
within is an inventory made by Him "__ _ , the said Adm. eTA
of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
being duly
sworn
Sworn to
and subscribed before me,
2~ "~. oj .--<-a-c:
~ ~-:cfministratar erA
"""'. J....l
"31 N 26 St
'" -
MARGARET T. FOSTER, Notary
Camp Hill Boro, Cumberland Coo
My Commission E~?!.r':~ Dec, 2?, 2
,PA 17011
Address
Date of Death
20th
Day
August
Month
2004
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of J 949.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
TRACE ROBERT J
331 N 28TH ST
CAMP Hill, PA 17011
nn____ fold
ESTATE INFORMATION: SSN: 196-14-2959
FILE NUMBER: 2104-0902
DECEDENT NAME: ZERBE ETHEL M
DATE OF PAYMENT: 04/18/2005
POSTMARK DATE: 04/1 8/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 08/20/2004
NO. CD 005215
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,217.52
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TOTAL AMOUNT PAID:
$1,217.52
REMARKS:
CHECK# 98
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GlENDAFARNERSTRASBAUGH
REGISTER OF WillS
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/05/2006
TRACE ROBERT J
331 N 28TH ST
CAMP HILL, PA 17011
RE: Estate of ZERBE ETHEL M
File Number: 2004-00902
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:
8/20/2006
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,
~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
\~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/05/2006
TRACE ROBERT T
221 N 28TH STREET
CAMP HILL, PA 17011
RE: Estate of ZERBE ETHEL M
File Number: 2004-00902
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 lS due by:
8/20/2006
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,
t ~. _!h"~. ()
Jda~~~~~
~ ~/1
/' ,I
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
\>
Register of Wills of Cumberland County
ST A TUS REPORT UNDER RULE 6.12
N f D d t Ethel M. Zerbe
ame I) ece en :
Date of Death: August 20, 2004
Estate No.: 21-04-0902
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
wlth respect to completion or the administration of the above-captioned estate:
I. State whether administration of the estate is complete:
Yes IE] No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No ~
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 I8l 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.
I
// / /
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Signature /
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Date: i\ "I - ./.. .i/_ () ,:
Kathryn J. Zerbe
Name
1516 N.W. Benfield Drive
Portland, OR 97229
Address
(503) 494-1009
Telephone No.
Capacity: 0 Personal Representative
o Counsel for personal representative
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BANGS LAW OFFICE
429 SOUTH 18TH STREET
CAMP HILL, PA 17011
E-mail: mikebangs@verizon.net
PHONE: 717-730-7310
FAJ{: 717-730-7374
WILLIAM E. MILLER, JR.
Of Counsel
MICHAEL L. BANGS, Attorney-at-Law
WENDY K. STRAUB, Paralegal
January 22,2008
Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PAl 7013
RE: Estate of Ethel M. Zerbe
File No. 21-04-0902
Dear Mrs. Strasbaugh:
Enclosed you will find the following:
1. Two original supplemental inheritance tax returns together with a check in the
amount of$443.10 to pay the tax shown to be due;
2. An original inventory;
3. A check in the amount of$30.00 to pay the filing fee.
Kindly file these returns accordingly and return a paid receipt to me in the enclosed, stamped, ~~-
addressed envelope. ':::2 ~~
'--.0
~ :- ~43
:L
("-
Very truly yours,
/. I
\ / \ /
'Michael 1. Bangs
2::
-
If you have any questions or require anything further, please contact me.
\"'...)
0)
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wks
Enclosures
cc: Kathryn J. Zerbe, M.D.
Mr. Kim Harner
, '
--.J
15056041147
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX.280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
.tti
INHERITANCE TAX RETURN
RESIDENT DECEDENT
21 04
0902
Date of Birth
196 14 2959
08 20 2004
01 26 1925
Decedent's Last Name
Suffix
Decedent's First Name
MI
ZERBE
ETHEL
M
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
[J 1. Original Return [!J 2. Supplemental Return
D 4. Limited Estate D 4a. Future Interest Compromise
(date of death after 12-12-82)
[K] 6. Decedent Died Testate D 7. Decedent Maintained a Living Trust
(Attach Copy of Will) (Attach Copy of Trust)
0 9. Litigation Proceeds Received D 10 Spousal Paver!)< Credit fdate of death
. between 12-31-91 and -1-95)
D
D
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D
11.Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Numbet'-.:l
717 7:rO,_ 731ct~
.~, '-') -
- ~ ':'lJ (
MICHAEL
L.
BANGS
Firm Name (If Applicable)
REGISTER oF~-wlL-ils USe:ONL Y
/In 1"'-,) .
. . 0J
:;1:.'":)-11
First line of address
429 SOUTH 18TH STREET
Second line of address
f"":>
c::
DATE FILED
City or Post Office
CAMP HILL
State
PA
ZIP Code
17011
Correspondent's e-mail address:
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 ny knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ( ~
~.~ (/a~I? }"-k, 1--) Kathryn J. Zerbe I - Ie - ca
DRESS .' '.-
/
I ,
1516 N.W. Benfield Drive, Portland, OR 97229
SIGNATURE OF PRE PARER OTHER THI}N >>RIltSENTATIVE
;' ~
Michael L. Bangs
DATE
. I I / . \ ~r
/~.~ / '
429 South 18th Street, Camp Hill, PA 17011
Side 1
L
15056041147
15056041147
--.J
-.J
15056042148
REV-l500 EX
Decedent's Name Ethel M. Zerbe
Decedent's Social Security Number
196 14 2959
9,048.00
RECAPITULATION
1. Real Estate (Schedule A)...........................................................................................
2. Stocks and Bonds (Schedule B)................................................................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).............. 3.
4. Mortgages & Notes Receivable (Schedule D)............................................................ 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E).................... 5.
6. Jointly Owned Property (Schedule F) D Separate Billing Requested.............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D Separate Billing Requested.............. 7.
8. Total Gross Assets (total Lines 1-7)........................................................................ 8.
9. Funeral Expenses & Administrative Costs (Schedule H)............................................ 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................... 10.
11. Total Deductions (total Lines 9 & 10).......................................................................
11.
12. Net Value of Estate (Line 8 minus Line 11 )..............................................................
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J)....................................................
12.
13.
14. Net Value Subject to Tax (Line 12 minus Line 13)...................................................
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2)X~ 0.00
14.
15.
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
16.
8,298.00
0.00
17.
0.00
18.
19. Tax Due......................... ........................... ................... .................... .................... ...... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
1.
9,048.00
750.00
750.00
8,298.00
8,298.00
0.00
373.41
0.00
0.00
373.41
D
15056042148
-.J
, .
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-04-0902
DECEDENT'S NAME
Ethel M. Zerbe
._-
STREET ADDRESS
2828 Fairview Road
1----
CITY I STATE 1ZIP
. Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
373.41
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3)
(4)
(5) 373.41
(SA) 69.69
(5B) 443.10
Make Check Payable to: REGISTER OF WILLS, AGENT
.1........ , ,'--" - '11II..BlnIIllIHIIII&I" -. .
.... --. :~. "']HlliIIHIUiilillOOllllllli
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes
D
D
D
D
o D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.............. D D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?............................. .................. .............. ... ........................ ...................... ......... D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;.....................................................................................
b. retain the right to designate who shall use the property transferred or its income;.........................................
c. retain a reversionary interest; OL....................... ................... ................... .................. ........................ .............
d. receive the promise for life of either payments, benefits or care?..................................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................................................................................................... ..........
No
D
D
[J
D
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 three (3) percent [72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. 99116 (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 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 zero (0) percent [72 P.S. 99116 (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 four and one-half (4.5) percent,
except as noted in 72 P.S. 99116 1.2) [72 P.S. 99116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116 (a) (1.3)]. A
sibling 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-1502 EX+ (6-98)
SCHEDULE A
REAL ESTATE
COMMONWEALlli OF PENNSYLVANIA
INHERITANCE TAX RETlRN
RESIDENT DECEDENT
Zerbe, Ethel M.
FILE NUMBER
21-04-0902
ESTATE OF
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts
Real property which is jointly-owned with right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate -18.9 acres of land situate in Hubley Township, Schuylkill County. At the 9.048.00
time that the initial inheritance tax return was filed, the Administrator CTA, Robert J.
Trace (now deceased) apparently, as well as the sole heir, Kathryn J. Zerbe, was
unaware that a tract of land in Schuylkill County, Pennsylvania was partially owned
by the decedent at her death. By Decree of Court dated June 8, 1970, Grover Frank
Zerbe, his heirs and assigns, became owner in fee simple of 18.9 acres in Schuylkill
County (see attached document). Grover Frank Zerbe was married to the decedent
and they had one daughter, Kathryn J. Zerbe. Grover Frank Zerbe died intestate on
September 25,1991 (see attached death certificate) and the property vested in fee
simple to Ethel M. Zerbe and Kathryn J. Zerbe. A companion inheritance tax return
has been filed concurrently herewith for Grover Frank Zerbe. The decedent died
testate on August 20, 2004. Kathryn J. Zerbe, the daughter, was the sole heir of the
estate of Ethel M. Zerbe and therefore became vested in fee simple to Ethel M.
Zerbe's 50% ownership of the property obtained from Grover Frank Zerbe. At the
time of death the property had an assessed value of $3,900.00 with a common level
ratio factor of 2.32 which results in a value of $9,048.00.
TOTAL (Also enter on Line 1, Recapitulation)
9.048.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule A (Rev. 6-98)
REV-1151 EX+(12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Zerbe, Ethel M.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-04-0902
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Michael L. Bangs 750.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
TOTAL (Also enter on line 9, Recapitulation) 750.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
'. .
REV 1513 EX+ (9'()()}
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
Zerbe, Ethel M.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-04-0902
ESTATE OF
RELATIONSHIP TO
DECEDENT
Do Not List Trusteelsl
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
Kathryn J. Zerbe
1516 N.W. Benfield Drive
Portland, OR 97229
Daughter
Entire
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as 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 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15oo COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev, 6-98)
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IN THE COURT OF COMMON PLEAS OF SC HUYLKILL COUNTY
COMMONWEALTH OF PENNSYLVANIA
II
II
I
ORPHANS' COURT DIVISION
No.3
June Audit, 1970
ESTATE OF EMMA V. ZERBE, late of Hegins af((cQ s-Iq--t.'l
Qhl:'-I:J--qS ::?
Township, County and State aforesaid, Deceafted lJ..1CJ - i::L"l-
5
The First and Final Account of Grover Frank Zerbe, fohn E. Zerbe and Walter
Glenn Zerbe, Executors. after due notice as required by law and the lUles of this
Court was called for audit on Monday. June 8, 1970, and the audit was closed
on lhe same day.
*************************
.And it is also ADJUDGED, ORDERED AND DECREED this 15th d~y of June,
1970, that the following described real estate of which decedent Emma V. Zerbe
I died seized be and hereby is awarded as follows:
To Grover Frank Zerbe. his heirs and assigns, in fee simple, at the appraised
value of $150.00, to wit:
~ ALL THAT CERTAIN messuage, tract or parcel of
land situate in the Township of Hubley, County of Schuylkill
and State of Pennsylvania, bounded and described as f9llows,
TO WIT: .
BEGINNING at a point in the middle of Pine Creek
along lands of G. Frank Zerbe and Emma V. Zerbe. his wife,
thence south two degrees and forty.minutes west (S. 20: 40' W)
forty-eight (48) perches to stones on line of lands of P; &R.C .
& I. Co.. thence along lands of the same west thirty-s:ix (36)
perches to a stake; thence by land of Elias T. Smeltz and
Laura E. Smeltz, his wife, north six degrees east (N 60 E)
forty-one (41) perches to.a point in the middle of Pine Creek
11001(1124 ~Gf '626
thence along said creek and lands of Harvey Adams North
eighty-one and one-half degrees east (N 81 1/20 E.) thirty-
six and three-tenths (36.3) perches TO THE PlACE OF BEGINNING.
CONTAINING nine acres and one hundred forty-three 19A 143P}
the same to be more or less according to a former survey made
May 21, 1913, (Deed Book No. 592 page 316; Tax Reference
#14-7-96)
~
To Grover Frank Zerbe, his heirs and assigns, in fee simple, at the appraised
---
value of $150.00, to wit:
ALSO ALL THAT CERTAIN tract or parcel of
land situate in the Township of Hubley, County of Schuylkill
and State of Pennsylvania, bounded and described as follows,
TO WIT:
BEGINNING at a stone, thence by lands formerly
of Austin Saltzer, north eighty-eight and one-quarter degrees
east thirty-one and five-tenths' (31.5) perches to a stone;
thence by lands of the same south one degree west forty-six
(46) perches to a stone; thence by lands formerly of the
Philadelphia and Reading Coal and Iron Company south
eighty-eight and one-quarter degrees west thirty-one and
five-tenths (31.5) perches to a stone; thence by lands now
or late of Ira S. Moyer north one degree east forty-six (46)
perches TO THE PlACE OF BEGINNING. CONTAINING
nine (9.) i1sres [lad nine (9) pe~land, strict measure.
(Parcel No.2, D.B, No. 910 p. 322; Tax Reference~
To John E. Zerbe, his heirs and assigns, in fee simple, at the appraised
value of $270.00, to wit:
ALL THAT CERTAIN messuage, tenement, tract or
parcel of land situate in the Township of Hegins, County of
Schuylkill and State of Pennsylvania, bounded and described
as follows, TO WIT:
BEGINNING at a stone in the middle of a Public Road,
thence along the middle of said road north eighty-one and
one-half degrees east (N 81 1/20 E) twenty and five-
tenths (20.5) perches to a stone; thence south sixty and one-
half degrees east (S 60 1/2 E) thirty-eight and four-tenths
(38.4) perches to a stone; thence by lands of Reilly Bixler
and Gurney Harner south eighty-three and quarter degrees
west (S 83 1/40 W) fifty-four and three tenths (54.3) perches
to a stone; thence by lands of Frank Stutzman north two degrees
east twenty-three and six-tenth~ (23.6) perches TO THE
600K1124 PACE 627
,
,
,,/
/
I.
1..
OF BEGINNING. CONTAINING five (5) acres and seventy-four
(74) perches strict measure. (Deed Book No. 594 page 115;
Tax Reference 4' 13-4-11 and 13-4-12)
To John E. Zerbe, his heirs and assigns. in fee simple. at the appraised
value of $180.00. to wit:
ALSO ALL THAT CERTAIN tract of land situate in
Hubley Township, Schuylkill County and State ofPenns'llvania,
bounded and described as follows, TO WIT: .
BEGINNING at a stone corner, thence by land of
Henry Updegrave, deceased, north nine and a quarter d~grees
west thirty-one and one-tenth (31.1) perches to a stone:
corner; thence by land of John B. Otto. deceased. north'
eighty degrees east sixty-two (62) perches to a stone corner;
thence by lanci of Amos Bixler south nine and one-half degrees
east thirty (30) perches to a stone corner; thence by lana of
Edward Updegrave south seventy-nine degrees west stxty-
two and six-tenth (62.6) perches TO THE PLACE OF .
BEGINNING. CONTAINING eleven acres one hundred arid
thirty-one perches (11 acs. 131 per.) strict me as ure. (Furport
No. I, D.B. No. 572 p. 37; Tax Referen.ce 4' 14-4-08)
To Walter Glenn Zerbe. his heirs and assigns, in fee simple, at the
value of $480.00. to wit:
ALL THAT CERTAIN tract of timber land situa te in
the Township of Hubley, County of SchuylkUl and State .of
Pennsylvania, bounded and described as follows. TO WIT:
BEGINNING at a stone corner. thence by land of .
David Harner, south eighty-two degrees. west fifty-fivlil and
five tenths perches to a stone; thence by lands of Jacob: Harner .
north eight degrees west one hundred and sixty perches to
stones; thence by other mountain land north eighty-one and
three-fourths degrees east fifty-five and five-tenths perches
to a Chestnut Oak; thence by number two south eight degrees
east one hundred and fifty-four perches TO THE PLACE OF
BEGINNING. CONTAINING fifty-two acres one hundred
sixteen perches of land, strict measure. (Deed Book No.
1111 page 764; Tax Reference 4' 14-3-27)
IlOOK1124 PAGE 628
I
I
, .
I
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appraise4
I
To Walter Glenn Zerbe, his heirs and assigns, in fee simple. at the
appraised value of $930.00. to wit:
ALSO ALL THAT CERTAIN tract of land situate in
Hubley Township. Schuylkill County and State of Pennsylvania,
bounded and described as follows. TO WIT:
BEGINNING at a stone corner; thence by lands of
Jacob Harner, deceased, north eight and one-quarter degrees
west one hundred forty-eight (148) perches to a stone corner;
thence along the top of the mountain, north eighty-three and a
quarter degrees east eighty-three (83) perches to a stone
corner; thence by land of Moses Artz. deceased. south eijlt
degrees east one hundred and forty-six (146) perches to a
stone corner; thence by land of Henry Updegrave south
eighty-two degrees west eighty-four (84) perches TO THE
PLACE OF BEGINNING. CONTAINING seventy-seven
acres one hundred and sixteen (116) perches' (77 acs, 116p.)
more or less. (purport No.2, O.B. No. 572 p. 37; Tax
Reference # 14-3-27)
The foregoing decree of distribution shall become absolute. as of course.
upon the expiration of fifteen days here from if no exceptions. theret~ are filed
within that period.
/S/ By the Court
/S/ Bowe, P.T.
3'J'ATE m' PENNSYLVANlN.
GOUNTY OF SGHUYLKILD
Certified' from the Reco~ -
. trUe" and correct cO~J thll _
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cw-lt nIOrr>h8n~ Court
BCOK1124 FAGE 629
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:HATE OF PENNSYLYANIA, t
COUNTY OF SCHYYLKILL, r
llecer414 In tM Office f.r the 1l~11I( If Deeds, &Co, In 1114,
lor ..id C.unty,ln DEED _Bt.k 11211 -PIII~-
Wita_ IlIf haOlI .n4 Official S.I at Pottsvlll. this
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..
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland
Kathryn J. Zerbe
Personal Representative(s) of the Estate of
} SS
}
File Number 21-04-0902
Ethel M. Zerbe
deceased, depose(s) and say(s) that the items appearing in the followinll 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 memoran um at the end of this inventory.
I verify that the statements made in this Inven- } " j
tory are true and correct. I understand that false state-
ments herein are made subject to the penalties of
18 Pa.C.S. S 4904 relating to unsworn falsification to }
authorities.
Attorney -- (Name)
(Firm)
(Address)
(Telephone)
Michael L. Bangs
(Supreme Court 1.0. No.)
41263
429 South 18th Street, Camp Hill, PA 17011
717/730-7310
DATE OF DEATH
08/20/2004
LAST RESIDENCE 2828 Fairview Road
Camp Hill, PA 17011
FIGURES MUST BE TOTALED
DECEDENTS SOC. SEC NO
196-14-2959
Personal Property
Cash....................................................................................................
Pe rsona I Property.............................. ................. ........ ........... ...........
Stocks/Listed.....................................................................................
Stocks/Closely Held.........................................................................
Bonds.................................................................................................
Partnerships and Sole Proprietorships ........................................
Mo rtgages a nd Notes Receiva ble.............. ........... .......... ...............
All Other Pro pe rty.. ......... ................................... ........ ........... ............
o
-T1
~gC)
c:':')
-..:.:.:')
'::;;,J
\-,.....
...~.;.,
.. ,'~~
1"'.)
C.0
J::;!::~
N
Co")
Total Personal Property...........................................
0.00
T ota I Rea I Property................... ........ ........................
9,048.00
Total Personal and Real Property...........................
9,048.00 I
Form RW-09 Rev 10-13-2006
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election ofthe 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. 9 3301 (b))
J
~
~.
, .
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number 21-04-0902
DATE OF DEATH
08/20/2004
DECEDENTS SOC. SEe. NO.
196-14-2959
LAST RESIDENCE 2828 Fairview Road
Camp Hill, PA 17011
Real Estate
Real Estate -18.9 acres of land situate in Hubley Township, Schuylkill County.
At the time that the initial inheritance tax return was filed, the Administrator
CTA, Robert J. Trace (now deceased) apparently, as well as the sole heir,
Kathryn J. Zerbe, was unaware that a tract of land in Schuylkill County,
Pennsylvania was partially owned by the decedent at her death. By Decree of
Court dated June 8,1970, Grover Frank Zerbe, his heirs and assigns, became
owner in fee simple of 18.9 acres in Schuylkill County (see attached document).
Grover Frank Zerbe was married to the decedent and they had one daughter,
Kathryn J. Zerbe. Grover Frank Zerbe died intestate on September 25, 1991 (see
attached death certificate) and the property vested in fee simple to Ethel M.
Zerbe and Kathryn J. Zerbe. A companion inheritance tax return has been filed
concurrently herewith for Grover Frank Zerbe. The decedent died testate on
August 20, 2004. Kathryn J. Zerbe, the daughter, was the sole heir of the estate
of Ethel M. Zerbe and therefore became vested in fee simple to Ethel M. Zerbe's
50% ownership of the property obtained from Grover Frank Zerbe. At the time
of death the property had an assessed value of $3,900.00 with a common level
ratio factor of 2.32 which results in a value of $9,048.00.
Total Real Estate
9.048.00
9.048.00
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
9.048.00
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BANGS MICHAEL L
429 S 18TH ST
CAMP HILL, PA 17011
-------- fold
ESTATE INFORMATION: SSN: 196-14-2959
FILE NUMBER: 2104-0902
DECEDENT NAME: ZERBE ETHEL M
DATE OF PAYMENT: 01/23/2008
POSTMARK DATE: 01/22/2008
COUNTY: CUMBERLAND
DATE OF DEATH: 08/20/2004
NO. CD 009198
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $443.10
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$443.10
REMARKS:
CHECK#1784
INITIALS: JA
RECEIVED BY:
SEAL
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
MICHAEL LA BANGS CLERK OF
429 SOUTH 18TH STREET ORPHAN'S CQURT
CAMP HILL PA 17QU',P,-'~ ."} PA
_lWT~E..O;;)N\'IERITANCE TAX
r~~~S~j~,ljrl\rtli..QwArIlCE OR DISALLOWANCE
-' 0; Or:C"I,JCT-IONS AND ASSESSMENT OF TAX
'--;l~::.,~,\l~~:; t.r~ i.,)i ',~:iiL ~ DATE
ESTATE OF
2008 APR '8 PM 12: 2' ~~~EN~ DEATH
COUNTY
ACN
REV 1547 EX (02-41) PC
04-14-2008
ZERBE
08-20-2004
21 04-0902
Cumberland
101
ETHEL
M
Appeal Date: 06-13-2008
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE Q RETAIN LOWER PORTION FOR YOUR RECORDS (::I
- -RE\,i:1-547-EX (02=08) -pc- - - - - - - - - - - - - - Nol'fcE -OF- iN-HERYfANc-e -tA-X- A-PP-RAfSENfENt~ -Au.:OW..rNc-e- b-R- - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - -.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ZERBE ETHEL M FILE NO. 21 04-0902 ACN 101
TAX RETURN WAS: ( [8J) ACCEPTED AS FILED ( D) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
ESTATE OF
DATE 04-14-2008
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 750.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 0.00
11. Total Deductions (11) 750.00
12. Net Value ofTax Return (12) 8,298.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00
14. Net Value of Estate Subject to Tax (14) 8,298.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
9,048.00
0.00
0.00
0.00
0.00
0.00
0.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
9,048.00
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 taxable at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
01-22-2008 CD009198 -65.90
0.00 X .00
8,298.00 X .045
0.00 X .12
0.00 X .15
(19)
0.00
373.41
0.00
0.00
373.41
AMOUNT PAID
443.10
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
(IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
377.20
3.79 CR
0.00
3.79 CR
q
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.'n'~. _,~~ rr~ '.'~ :~'~NHERITANCE TAX
~'' ' ~ `,~~$TATEMENT OF ACCOUNT
26~lB JUL 2S P11 ! ~ 0
~~.~~~ (~
ORP~ 'Ah~'S ~~URT
MICHAEL L BANGS~'U~`'~'~~r~_. ~`'~~ ~^~ry '
429 SOUTH 18TH STREET
CAMP HILL PA 17011
DATE 07-21-2008
ESTATE OF ZERBE ETHEL M
DATE OF DEATH 08-20-2004
FILE NUMBER 21 04-0902
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-----------------------------------------------
REV-1607 EX AFP C03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ***
FcTSTF of ZERBE ETHEL M FILE N0. 21 04-0902 ACN 101 DATE 07-21-2008
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-07-2008
PRINCIPAL TAX DUE:
PAYMENTS CTAX CREDITS):
1,286.56
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
04-18-2005 CD005215 .00 1,217.52
08-05-2005 REFUND .00 304.37-
01-22-2008 CD009198 65.90- 443.10
07-07-2008 REFUND .00 3.79-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
~ IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL DUE
C IF TOTAL DUE IS LESS THAN S1,
ND PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
1,286.56
.00
.00
.00
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Name of Decedent: Ethel M. Zerbe
Date of (Death: 08/20/2004
File Number: 21-04-0902
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:
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?
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
OX Yes ~ No
Yes ^X No
c. uld the personal representative state an account
informally to the parties in interest?
QX Yes ~ No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of Orphans' Court and may be attached to this report.
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Form RW-10 Rev m-f3-zoos " "-'J`-~'~--
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Capacity: ~ Personal Repre ative ~ Counsel
Michael L. Bangs
Name of Person Filing this Form
429 South 18th Street
Address
Camp Hill, PA 17011
City, State, Zip
717/730-7310
Telephone
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