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Home My WebLink About04-0983 PETITION FOR PROBATE and GRANT OF LETTERS Estateof DOROTHY P. ECKMAN No. also known as To: Register of Wills for the Deceased. County of Cumberland in the Social SecuriO, ,¥o. 188-05-3466 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is 18 years of age or older and the Executor named in the last will of the above decedent, dated August 5, 2004 and codicil(s) dated [none]. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 2029 Ritner Highway, West Pennsboro Township. Decedent, then 86 years of age, died October 16, 2004, at Sarah A. Todd Memorial Home, Carlisle, PA. Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned properly xvith estimated values as follows: (If domiciled in Pa.) All personal property $ unestimated (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: West Pennsboro Township $ unestimated WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. Walter Meredith Eckman" 1 Tioga Lane Carlisle, PA 17013 (717) 486-7902 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are tree and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Estate of Dorothy P. Eckman, Deceased DECREE OF PROBATE AND GRANT OF LETTERS ~-~ ( , in consideration of the petition on the reverse side hereof, satisfacte :y proof having been presented before me, IT IS DECREED that the instrument(s) dated August 5, 2004 described therein be admitted to probate and filed of record the last will of Dorothy P. Eckman and Letters Testamenta~ are hereby granted to Walter Meredit: Eckman. [EES Ivo V. Otto III (27763) Probale, Letters, Etc. $ ~ ~, ,w~ C b* A~ORNEY(Sup. Ct LD No) Sho~Ce~ificate: ) $ i~(TU~ MARTSON DEA~)O~:F W~LIAMS & OTTO Renunciation $ i ~ b~ 10 East High Sweet S ~{~ ~r~, Carlisle, PA 17013 )TAL $~ 1(.'. [~(2 (717) 243-3341 Filed OCT 1 9 143 Rev 2/87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH ' VITAL RECORDS CERTIFICATE OF DEATH 86 Yr, 3, 1918 ~Wil~w Street ........ [] Carlisle Todd Memorial Some I~ .................. RENUNCIATION In Re Estate ofl )OROTHY P. ECKMAN, deceased. RENUNCIATION In Re Estate of])OROTHY P. ECKMAN, deceased. To the Register ,f Wills of Cumberland County, Pennsylvania. The und rsigned DENNIS LEE ECKMAN, son of the above decedent, hereby renounces the right to adm[nister the estate and respectfully asks that Letters Testamentary be issued to WALTER ME]: EDITH ECKMAN. WITHE ~S my hand this ~ day of ~,~ Dennis lzee Eckman 1212 Sadler Court Carlisle, PA 17013 Sworn to and slbscribcd before me Nota~ Public: ~, ~[ ' E BORO CUMBERLAmu ~1'r CO~,qMISSION ~PIRES DEC. RENUNCIATION In Re Estate oC)OROTHY P. ECKMAN, deceased. To the Register ,f Wills of Cumberland County, Pennsylvania. The und rsigned EDWARD EUGENE ECKMAN, son of the above decedent, hereby renounces the ri ht to administer the estate and respectfully asks that Letters Testamentary be issued to WAL' ~.R MEREDITH ECKMAN. WITNE ~S my hand this c-~¢~-'~ day of (//Y~ ,2d~. l~dward Eugene E ~c~am-/ 104 Conoy Street Harrisburg, PA 17104 Sworn to and s~ bscribed before me this ~q~¢/Oayof ~c~-.~ , Notary Public VICTORIA L. O1TO, r ,,A{Y PtIB[IOT Y COP, ~SS!ON [XP RES DEG. 2, 2006 RENUNCIATION In Re Estate ofl )OROTHY P. ECKMAN, deceased. To the Register >f Wills of Cumberland County, Pennsylvania. The und ~rsigned PAUL GARY ECKMAN, son of the above decedent, hereby renounces the right to adm nister the estate and respectfully asks that Letters Testamentary be issued to WALTER MEI; EDITH ECKMAN. WITNE iS my hand this_ 2-~ Paul Gary Eckm~n 160 Hickory Ro!d Carlisle, PA 17013 Sworn to and si bscribed before me Notary Public VICTORIA t. OHO I,(; [:' PUgLIC/ · CARLISI. E 80RO., CtlM[ Eli ,~i~[, ' MY COi'&dlSSION E~ P R['~ ~SC. 2, 2006I LAST WILL AND TESTAMENT I, DORt)THY P. ECKMAN, of West Pennsboro Township, Cumbcrland Cminty, Pennsylvania, be lng of sound and disposing mind and memory, do hereby make, publish and declare this to be my La: t Will and Testament, hereby revoking any and all former Wills or Codicils made by me. 1. I direct ti ~at all my legally enforceable debts, funeral expenses, testamentary expenses and all death taxes (v 'hether such taxes may be payable by my estate or by any recipient of any prope~xy) shall be paid frcm my residuary estate as soon as practicable after my decease and as part of the administration o my estate. M? ~zxecuto~ s shad ,aY e no uaty or t~DllgatlO ~ tO obta n reimbursement for any such tax ;o paid, even though on proceeds ofinsnrance or other property not passing under this Will. 2. : r I give su :h items ofpersonalty as are itemized in a certain list, if any, attached hereto to thc persons named t lereon, which list is signed and dated by me at the end thereof. I give, de vise and bequeath all of the rest, remainder and residue of my estate, both real and personal propert unto my sons, WALTER MEREDITH ECKMAN, PAUL GARY ECKMAN, DENNIS LEE E( ,5MAN and EDWARD EUGENE ECKMAN, in equal shares, absolutely, provided that the share ol any son who predeceases me shall be distributed to his issue, per stirpes, and in default of any su :h then-living issue, such share shall be distributed to my surviving sons. 4. I nominate, constitute and appoint my sons, WALTER MEREDITH ECKMAN, PAUL GARY ECKMA N, DENNIS LEE ECKMAN and EDWARD EUGENE EC1GMAN, as Executors of my estate. 5. I direct hat my Executors shall not be required to file a bond to secure the faithful performance of heir duties in anyjarisdiction. [Initials] Page l of 3 Pages I authori ge and empower my Executors, in their sole and absolute discretion, to purchase or otherwise acqui] e and retain any investments of which I die seized or any real or personal property of any nature; , sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any o ~tll property of any kind forming a part of my estate for such terms and such prices as they may dee n advisable; to borrow money for any purposes connected with the protection and preservation of~ ny estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against ot nets or of others against my estate; to make distribution in kind and to cause any share to be con: ~osed of cash, property or undivided fractional shares in propcrty different in kind from any other hare; to employ agents, attorneys and proxies and to delegate to them such power as my Executor: consider desirable and to pay reasonable compensation for such services as may be rendered by sucl: agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to { arty out any of these powers. In addition, I direct that my Executors shall have the power to condu¢t an inventory of any safe deposit box necessary to the administration of my estate. 1N WITqESS WHEREOF I have hereunto set my hand and seal this ~-/4 day of Dorothy P. F~man SrGNEI SEALED, PUBLISHED AND DECLARED by the above-named Testatrix. as and tbr her Last Wil md Testament, in tlae presence ofus, who at her request, havc hereunto subscribed our names as wi tnesses thereto, in the presence of the said Testatrix and of each other. Page 2 of 3 Pages COMMONWEg LTH OF PENNSYLVANIA SS. COUNTY OF C' JMBERLAND _ , , X/ [ ~' ,,~,l,r/z.,~ the We. Don,thy P. Eckman, lye V. Otto III, and , / 1.4, err._ , Testathx and the ~itnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersized authority that the Testatrix signed and executed the insl rument as her last Will and that the Tcstatrix has signed willingly, and that the Testatrix execute J it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing o~the Testatrix. signed the Will as ~ witness ~nd that to the best of hi /her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and mder no constraint or undue influence. 5omthy ~m~/Te~atrix Witness / /,? ~4. ~ L,/ Witn~s ~ ,x Subscrib~ d, sworn to and ackno~vledged before me by Dorothy P. Eckman, the Testatrix, and subscfib~ and s~ ,om to before me by lvo V. OttollIand J ~,C~ '{' '. ~4~>~ ,the witnesses, this ~ ~ay of ,,'~z~?~, ~ ~ ~ ~- '/ ~ota? Public .' CAHL~SL~ BORO, C,),M,, OF CUMBERLR, NO[ M~ ~ ~0~'~ ¢' :x~r'S MAY 27 2007 ~ Page 3 of 3 Pagcs F:/FILES\D^TAFILE/ESTATES\3421 l,notiee ten /~/'~j _CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Dorothy p. Eckman Date of Death: October 16, 2004 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about November 3, 2004. Mr. Walter M. Eckman 1 Tioga Lane Mr. Dennis L. Eckman Carlisle, PA 17013 1212 Sadler Court, Carlisle PA 17013 Mr. P. Gary Eckman 160 Hickory Road Mr. Edward E. Eckman Carlisle, PA 17013 104 Conoy Street Harrisbfil-g, PA 17104 Notice has now been given to all persons entitle~e~ule 5.6(a)except: N/A Date: November 3, 2004 Signature . Name Ivo V. Otto III, Esquire MARTSON DEARDORFF WILL/AMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal RepreSentative- MARTSON DEARDORFF WILLIAMS & OTTO MDW&o ATTORNEYS&CoUNSELLORS AT LAW INFORMATION · ADVICE · ADVOCACY WILLIAM F. MARTSON CARL C, RISCH JOHN B. FOWLER III DAVID A. FITZSIMONS 10 EAST HIGH STREET EDWARD L. SCHORPP DAVID R. GALLOWAY CARLISLE, PENNSYLVANIA 17013 DANIEL K. DEARDORFF ANTHONY T. LUCIDO THOMAS J. WILLIAMS* CHRISTOPHER E. RICE TELEPHONE (717) 243-3341 IVO V. OTTO Ill JENNIFER L. SPEARS FACSIMILE (717) 243-1850 GEORGE B. FALLER JR.* HILLARY A. DEAN INTERNET www. mdwo.com · BOARD CERTIFIED CIVIL TRIAL SPECIALIST January 11, 2005 HAND DELIVERED Office of Register of Wills Cumberland County Courthouse Carlisle, PA 17013 RE: Estate of Dorothy P. Eckman Estate No. 21-04-0983 Date of Death: October 16, 2004 Dear Clerk: Enclosed with this letter is estate check number 111 in the amount of $6,000.00 representing payment of Pennsylvania Inheritance Tax in the above-referenced estate. Will you please issue the appropriate receipt and forward it to me at the above address. I thank you in advance for your prompt attention to this matter. _.t Very truly yours, · -~,04 ' ,- ,' MARTSON DEARDORFF WILLIAMS & OTTO , --~ ~.2:2 Ivo V. Otto III ,to C3 ~, ~1o Enclosure F \FILES\DATAFILE\ESTATES\3421. I row intx payment INFORMATION · ADVICE · ADVOCACY SM COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-11 62 EX(11-96) BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128 0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004-835 ECKMAN WALTER MEREDITH 1 TIOGA LANE CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 $6,000.00 ESTATE INFORMATION: SSN: 188-05-3466 FILE NUMBER: 2104- 0983 DECEDENT NAME: ECKMAN DOROTHY P DATE OF PAYMENT: 01/13/2005 POSTMARK DATE: 01/13/2005 COUNTY: CUMBERLAND DATE OF DEATH: 10/16/2004 TOTAL AMOUNT PAID: $6,000.00 REMARKS: WALTER ECKMAN CHECK//111 INITIALS: VZ SEAL RECEIVED BY' GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV_1500EX+(6-<lO) '* REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT IRI 1 Original Return D 2. Supplemental Return D 4. Limited Estate D 4a. Future Interest Compromise (date of death after 12-12-82) 181 6 Decedent Died Testate {Attach copy D 7. Decedent Maintained a Living Trust (Attach of Will) copy of Trusl) D 9 Litigation Proceeds Received D 10, Spousal Poverty Credit (date of death between _ 1.?~1~91 and l-.1:!;I~l .THIS SECTION.MU$t;BE.COM~U,teD..ALLl;Q1!!!e$~oijdi!Nsiil!iiQ"'!lNFJjjl!N'liliMl't~.!I'l!iO_'liION$l!QijL!!.BEDlRl!CtED;TO: NAME . I COMPLETE MAILING ADDRESS Ivo V. Otto III, Esquire -----.-..-- FIRM NAME (If appllcable) Martson Deardorff Williams & Otto Ten East HIgh Street Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBU~5:', PA 17128-0601 ___._ DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ECKMAN, DOROTHY P. DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 05/03/1918 _..._.._____nnm ___ (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) 10/16/2004 ~ ", u ~ w u , 0 u iiI TELEPHONE NUMBER 717/243-3341 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (line 8 minus line 11) 21 04 J:::PUNry _Q.9DE YE:,A..~ SOCIAL SECURITY NUMBER 00983 NUMBER 188-05-3466 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o o 1 3. Remainder R.eiurn-(date of death prior 1012-13-82) 5 Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11.Electfon to tax under Sec. 9113(A) (Attach Sch 0) (1) 180,000.00 (2) 23,784.48 (3) None ~ (4) None t",,) (5) 5,276.66 "--'J (6) None r.,J (7) 25,814.89 ~\..,) (8) 234,876.03 (9) 25,874.28 ------- (10) 8,061.58 (11) 33,935.86 (12) 200,940.17 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 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, x .00 (15) or transfers under Sec. 9116(a)(1.2) z 200,940.17 .045 (16) 0 16.Amount of Line 14 taxable at lineal rate x " . c ~ . 17. Amount of line 14 taxable at sibling rate x .12 (17) . 0 u S 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) (13) (14) 200,940.17 9,042.31 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 9,042.31 ZTIl"" ..-..--. .* BEllUl\li:'1'oiAl'lllWllR'li.1i.iil1il~DNIIQN.Il~ftiiSE; lllu." AtlD IlE;CHECK MATH << Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) 0;-J;}-o 5 ,)3<.// $7 <O.(),3 - ).6)3/4 '8'9 ;zo q I 0 (., I. llf. ed fjL~$()./{) 00 NWD Sf{ d-.l-()t-f- qg3 ,Decedent's Complete Address: STREET ADDRESS 2029 Ritner Highway CITY ISTATE~~ [ZIP 17013 Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 9,042.31 6,000.00 ---- 315.79 Total Credits (A + B + C) (2) 6,315.79 3. Interest/Penalty if applicable D. Interest E. Penalty B. Enter the total of Line 5 + SA. This is theBALANCE DUE (3) 0.00 (4) (5) 2,726.52 (SA) (5B) 2,726.52 TotallnteresUPenalty (D + E) 4. If Line 2 is greater than line 1 + Line 3, enter the difference. This is thEOVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. A. Enter the interest on the tax due. Make Check 10: REGISTER OF AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No ~: ~::;~~: ~:~t!~i~:;~a~: t~~~~~;~s:at~~;::~~'~~"t;~'~'~f~~';~'d'~;'i~'i'~'~~~~~'.'.'.'.~".~'.'.~'.'.'.'.~~:::::::::::~~'.'.' ~ I; c. retain a reversionary Interest; or............................._............... ............................. .......................... 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?... ... ... ... ............... ..... ... ... ......... ....... ..... n.. ... ...... ... ..............n.. ... ...... ..... D ~ 3. Did decedent own an gin trust for" or payable upon death bank account or security at his or her death?......... D ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?. ..... ...... ... '" ... ... ... ..n............ ... ... ... ... ... ....... ... ... ... ... ... ... ... ........... ... ... ... ..... ~ 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. 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 r:m~:parer othert~an the personal r~prE!~.~':1tative is based.on a.I~~formatio~t"'!hiC.!1 preparer has.'!rlY ~rlowledge. __ SIGNATURE OF PER SIBLE F FILING RETURN ADDRESS alter ck a DATE ADDRESS 1 Tioga Lane Carlis1e, PA 17013 -- --.--- (" /0:Ljo ':, ~ DATE SIGNATURE 0 REPARER OTHER THAN REPRESENTATIVE Ivo V. OUo II E ADDRESS DATE Ten East High Street Carlisle, PA 17013 (r;(,)( I For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a)(1.1) (i)l. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)l. The statutedoes not exemota 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 0% [72 P.S. ~9116,(a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P .S. ~9116 (a) (1.3)]. 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. '* SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ____ __ . _____ I ESTATE OF ECKMAN, D~!-~'IlfY P.____ _____ ___ I FILE~~:~E:R00983 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 wining 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 NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH 180,000.00 Residence situate at 2029 Ritner Highway, Carlisle, Cumberland County, PA, known as parcel No. 46-08-0581-021, being described in Deed dated May IS, 1947, and recorded in Cumberland County, PA, Deed Book "M", Vol13, Page 402, and being conveyed to Walter M. Eckman and Dorothy P. Eckman, his wife. Walter M. Eckman died 9/22/1992. Value is actual sale price. (See attached settlement statement) TOTAL (Also enter on Line 1, Recapitulation) 180,000.00 *' 1 SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DeCEDENT ESTATE OF ECKMAN, DOROTHY P. I FILE NUMBER 21 - 04 - 00983 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 22,810.86 366.704669 shares, Carlisle Companies Inc. CUSIP #14239100 62.205 2 27 shares, MelLi!e Inc., CUSIP #59156R108 36.06 973.62 i I I I TOTAL (Also enter on line 2, Recapitulation) 23,784.48 '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT , I I FIl.ENUMBER 21 - 04 - 00983 ESTATE OF ECKMAN, DOROTHY P. Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 M&T Bank checking account #708151 DESCRIPTION VALUE AT DATE OF DEATH 1,524.80 2 1991 Cadillac vehicle 1,500.00 3 Household goods and personal property 1,500.00 4 Corneast, refund 27.98 5 Capital Blue Cross, refund of premium 385.22 6 Kemper Auto & Home, refund of vehicle insurance 46.00 7 Real estate tax proration 292.66 TOTAL (Also enter on Line 5, Recapitulation) 5,276.66 *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ECKMAN, DOROTHY P. FILE NUMBER 21 - 04 - 00983 ESTATE OF ITEM NUMBER ,This schedule mustbe"ornplete~_"nll fjledif,th.!-"I1s"w,er to anyoi qU~stio_ns"1.thrC:lIJ_Qh_4_,,"--,,age2 is yes. , DESCRIPTION OF PROPERTY ~ DATE OF DEAT~ % OF ' Include the name of the transferee, their relationship 10 decedent and the dale of transfer. DECO'S EXCLUSION TAXABLE VALUE Attach a copy of the deed for real estate VALUE OF ASSET (IF APPLICABLE) . , I INTEREST American Express Brokerage Account #000342953940021. 'Beneficiaries: Walter M. Eckman 25%, P. Gary Eckman , 25%, Dennis L. Eckman 25%, Edward E. Eckman 25%, sons. 25,814.89 100% 25,814.89 TOTAL (Also enter on line 7, Recapitulation) 25,814,89 *' SCHEDULE H RJNERAL EXPENSES & ADMINlSTRATlVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ECKMAN, DOROTHY P. ITEM NUMBER A. B. FILE NUMBER 21 - 04 - 00983 Debts of decedent must be reported on Schedule I. DESCRIPTION AMOUNT FUNERAL EXPENSES: Hoflinan-Roth Funeral Home, Carlisle, P A 2 Grave opening 3 Funeral reception 4 Georges' Flowers, funeral flowers 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): 2. Street Address City State Zip Year(s) Commission paid Attorney's Fees Martson Deardorff Williams & Otto (estimated) 3. Family Exemption: (If decedent's address is not the same as claimant's. attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Cumberland County Register of Wills Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. I Other Administrative Costs Register of Wills, filing fee Inheritance Tax return 2 Certified mailing, Department of Public Welfare 6,626.44 995.00 951.19 377.36 10,900.00 310.00 15.00 4.42 5,694.87 25,874.28 Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) *' Sc:hecIUe H Funeral Expenses & AOrinistralive CosIs oonIinued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ECKMAN, DOROTHY P. FILE NUMBER 21 - 04 - 00983 3 Cumberland Law Journal, advertising letters testamentary 4 The Sentinel, advertising letters testamentary 5 EVP, stock valuation 6 PPL, electric service pending disposition of real estate 7 Shipley Energy, oil service pending disposition of real estate 8 Sprint, phone service pending disposition of real estate 9 Waste Management, trash service pending disposition of real estate 10 Commission on sale of stocks 11 Deborah Piper, 2005 real estate taxes 12 Lititz Mutual Insurance Company, house insurance pending disposition of real estate 13 County of Cumberland, 1 % realty transfer tax 14 M&T Bank, interest on home equity line of credit #1648652 15 Reserved for additional filing fees and miscellaneous expenses Page 2 of Schedule H 75.00 144.29 6.20 466.23 1,545.09 84.00 209.91 325.00 274.11 17200 1,80000 93.04 500.00 '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ECKMAN, DOROTHY P. Include unreimbursed medical expenses. ITEM NUMBER 1 2 3 4 5 6 DESCRIPTION Outstanding checks on M&T Bank checking #708101 on date of death M&T Bank, home equity line of credit account #1648652 PPL Electric Utilities, account payable West Shore EMS, account payable Sprint, account payable Shipley Energy, account payable FILE NUMBER 21 - 04 - 00983 TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 85.00 7,521.21 50.34 103.00 44.59 257.44 8,061.58 REV.1513 EXt (9.00) *' SCHEDULE J BENEfiCIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ECKMAN, DOROTHY P. FILE NUMBER 21 - 04 - 00983 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT _ _Jlo..N.otllstTrustee(s) AMOUNT OR SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Walter Meridith Eckman 1 Tioga Lane Carlisle, PA 17013 Son One-fourth of estate residue 2 Paul Gary Eckman 160 Hickory Road Carlisle, PA 17013 Son One-fourth of estate residue 3 Dennis Lee Eckman 1212 Sadler Court Carlisle, P A 17013 Son One-fourth of estate residue + vehicle ($1500) 4 Edward Eugene Eckman 104 Conoy Street Harrisburg, PA 17104 Son One-fourth of estate residue Enter dollar amounts for distributions shown above on fines 15 through 18, as appropriate, on Rev 1500 cover she t 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-1500 COVER SHEET FIFILES\DATAFILE\ESlale Planningl3421"1 wil\.2004 LAST WILL AND TEST AMENT @@{fi?)" I, DOROTHY P. ECKMAN, of West Pennsboro Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all fonner Wills or Codicils made by me. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all death taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the adn1inistration oflnyestate. tv!y Executors shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I give such items of personalty as are itemized in a certain list, if any, attached hereto to the persons named thereon, which list is signed and dated by me at the end thereof. 3. 1 give, devise and bequeath all ofthe rest, remainder and residue of my estate, both real and personal property, unto my sons, WALTER MEREDITH ECKMAN, PAUL GARY ECKMAN, DENNIS LEE ECKMAN and EDWARD EUGENE ECKMAN, in equal shares, absolutely, provided that the share of any son who predeceases me shall be distributed to his issue, per stirpes, and in default of any such then-living issue, such share shall be distributed to my surviving sons. 4. I nominate, constitute and appoint my sons, WALTER MEREDITH ECKMAN, PAUL GARY ECKMAN, DENNIS LEE ECKMAN and EDWARD EUGENE ECKMAN, as Executors of my estate. 5. I direct that my Executors shall not be required to file a bond to secure the faithful performance of their duties in any jurisdiction. J". f. i' t "J '-'~ " [Initials] Page I of 3 Pages 6. I authorize and empower my Executors, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executors consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executors shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. S#-, IN WITNESS WHEREOF I have hereunto set my hand and seal this If ufUst 2cJo '-1 day of '~-- (::-7/i't) / / D~r;th;{1I~a:- i -G.,,6J~vY.ESEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. \, \\,~,.,,~, ' . \' ~ '. '\ \' ~ ",., Ii "/ '--.- " ,'" {' Page 2 of 3 Pages COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) \/ /l' We, Dorothy P. Eckman, Ivo V. Otto III, and :) I.e. C'", i (I i',/,,//,,, , the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix. signed the Will as a witgess and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ".J " J-'; , , ,-' / / ,r .~. ' I . I '._'~ ',e" ,.... - - '_, ( Witness ! ~- >,:-)) J.' '/'. ;} Subscribed, sworn to and acknowledged before me by Dorothy P. Eckman, the Testatrix, and subscribed and sworn to before me by Ivo V. Otto III and '" witnesses, this t_,,--'; day of 'j fi:..1 , ,_,;; i. -f . 1,-_ '.j j I Itc.- Ct',:. i, h , , E /;'..1):/ L:' il , , the l~ Notary Public / II. ~ " I~ ,-' '\ NOTARIAL SEAL CORr-liNE. L. MYFR~\ NOT.A.RY PUBUC CAHl1SL~:: BO"HO, COUNTY Of CU~8ERU\N,lJD" ~ . MY" CO;'fiM!SSlON UPH.ES MAV 27, 2007 ~ ..... __~...- ,,_~,~"""_,'~ ,.~,".",,'..mm_T,". ..'",'.........._"" . Page 3 of 3 Pages MB 50 " 65 ,r . B. TYPE OF LOAN: .. A., 1.oFHA 2.OFmHA 3.~CONV, UNINS. 4. OVA 5. OCONV. INS. U:S, DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 6. ;~~~~~MBER: 17. ;~AN NUMBER: .. SETTLEMENT STATEMENT 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement ~gent are .shown. Items marked "[POC)" were paid outside the closing; they are shown here for informational purposes and are not Included In the totals. 1.0 3/98 (11559.1.ECKMAN.PFDIt1559.1.ECKMAN/20) O. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: Ian N. Eckman Estate of Dorothy P. Eckman M & T Mortgage Corporation 2269 Newville Road 1 Fountain Plaza Carlisle, PA 17013 Buffalo, NY 14203 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE: 2029 Ritner Highway Martson Deardorff Williams & Otto Carlisle, PA 17013 May 27, 2005 CumblerJand County, Pennsylvania PLACE OF SETTLEMENT 10 East High Street Carlisle, PA 17013 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 101. Contract Sales Price 180,000.00 401. Contract Sales Price 180,000.00 102. Personal Prooertv 402. Personal Property 103. Settlement Charaes to Borrower (Line 1400) 6,546.55 403. 104. 404. 105. 405. m 106. Countvrrwp. Taxes 05128105 to 01101106 163.72 406. CountvrrWD. Taxes 05128105 to 01101106 163.72 107. School Taxes 05128105 to 07101105 128.94 407. School Taxes 05128105 to 07101105 128.94 10B. Assessments to 40B. Assessments to 109. 409. 110. 410. 111. 411, 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 186,839.21 420. GROSS AMOUNT DUE TO SELLER 180,292.66 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or earnest money 501. Excess Deposit (See Instructions) 202. Principal Amount of New Loan(s) 137,400.00 502. Settlement Charges to Seller (Line 1400) 1,800.00 203. ExistinQ loan(s) taken subject to 503. Existing loan(s) taken subject to 204. 504. Payoff of first Mortgage 205. 505. Payoff of second MortQaQe 206. 506. 207. 507. 20B. Seller Assist 7,600.00 SOB. Seller Assist 7,600.00 209. 509. , Ad'ustments For Items Un aid B eller Ad'ustments or terns n ai el/er 210. Countvrrwp. Taxes to 510. Countvrrwp. Taxes to 211. School Taxes to 511. School Taxes to '212. Assessments to 512. Assessments to 213. Gift of Eauity 42,400.00 513. Gift of Eouity 42,400.00 214. 514, 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 187,400.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 51,800.00 300. CASH AT SETTLEMENT FROMrrO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER: 301. Gross Amount Due From Borrower (Line 120) 186,839.21 601. Gross Amount Due To Seller (Line 420) 180,292.66 302. Less Amount Paid By/For Borrower (Line 220) ( 187,400.00) 602. Less Reductions Due Seller (Line 520) ( 51,800.00 303. CASH ( FROM) ( X TO) BORROWER 560.79 603. CASH ( X TO) ( FROM) SELLER 128,492.66 o NO 2 2 02 "'=' .t__~'_c_i .:- 'f" :Jclcci<~k ')J" L / HUD-1 (3-86) RESPA, HB4305.2 Paoe2 . L SETTLEMENT CHARGES . 700. TOTAL COMMISSION Based on Prioe . t1i) % PAID FROM PAID FROM Division of Commission (line 700) as Follows: BORROWER'S SELLER'S 701.$ to FUNDS AT FUNDS AT 702.$ 10 SETTLEMENT SETTLEMENT . 703. Commission Paid at Settlement 704. to 800 ITFMS PAYABLE IN CONNECTION WITH IriAN 801. Loan Origination Fee % to 802. Loan Discount % to 803. MT Bank Checking-Existing to M & T Mortgage Corporation -100.00 804. Appraisal Fee to M & T Mortgage Corporation pac $305 -15.00 805. Tax Service Fee to M & T Mortgage Corporation 82.00 806. Flood Cert Fee to M & T Mortqaoe Corporation 11.00 807. Application Fee to M & T Mortgage Corporation pac $100 808. Processing Fee to M & T Mortgage Corporation 195.00 809. DoC/Prep Fee to M & T Mortgage Corporation 385.00 810. 811. 900. ITEMS RFOUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From OS/27/05 to 06/01/05 @ $ 23.527397/day ( 5 days %) 117.64 902. Mortaaqe Insurance Premium for months to 903. Hazard Insurance Premium for 1.0 vears to Erie Insurane Exchanoe pac 365.00 904. 905. 1000 RE"ERVES 0 P ED WITH LENDER 1001. Hazard Insurance 3.000 months $ 30.42 Der month 91.26 1002. Mortaaae Insurance months $ per month 1003. COlJntyfTwD. Taxes 4.000 months $ 22.84 per month 91.36 1004. School Taxes 12.000 months $ 115.35 per month 1.384.20 1005. Assessments months @ $ per month 1006. months fci} $ per month 1007. months (ff) !Ii ner month 1008. Annreaate Adiustment months @ $ Der month -182.66 11nn. TITI "cHaR 1101. Settlement or Closing Fee to 1102. Abstract or Title Search to 1103. Title Examination to 1104. Title Insurance Binder to 1105. Document Preoaration to 1106. Notarv Fees to 1107. Attorney's Fees to (includes above item numbers: J 1108. Title Insurance to Lawvers Title Insurance Comoanv 1 258.76 lincludes above item numbers: ) 1109. Lender's Coverage $ 137,400.00 1110. Owner's Coverage $ 180,000.00 1111. Endorsements 100/300/900 to Lawyers Title Insurance Company 150.00 1112. Closing Service Letter to Lawyers Title Insurance Company 35.00 1113. I '2nr,. r::nVFRNMENT E RDING AND TRAN FFR CH S 1201. Recording Fees: Deed $ 38.50; Mortgage $ 64.50; Releases $ 103.00 1202. Citv/Countv Tax/Stam s: Deed 1,800.00' Mortaaae 1,800.00 1203. State Tax/Stamos: Revenue Stamos 1,800.00; Mortaaae 1,800.00 1204. 1205. 13nn 4nnlTlONA LE ENT CHARGES 1301. Survey to 1302. Pest Insoection to 1303. Over Niaht Fee to Martson, Deardorff, Williams & Otto 15.00 1304. Inheritance Taxes to Estate of Dorothv P. Eckman 1,125.00 1305. 1400. TOTAL SETTLEMENT CHARGES (Enter on lines 103, Section J and 502, Section K) 6,546.55 1,800.00 By slgnlOg page 1 of thiS statement, the signatories acknowledge receipt of a compreCe cOpy of page 2 of thiS two page statement (') . . __k{...,.. 5 /'Z-- CertIfied to be a true copy. Martsan Deardo Williams & Otto Settlement Agent ( 11559. 1.ECKMAN /11559. 1.ECKlvlAN /20) Nov 09 04 02:41p p.l m M&fBank 499 Mitchelf Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 5024349 Fax (302) 934-2955 November 9. 2004 Fax: 717-243-1850 MDW & 0 Attorneys At Law 10 East High Street Carlisle, Pennsylvania 17013 Re: Estate of: Dorothy P. Eckman Social Security: 188-05-3466 Date of Death: October 16. 2004 Dear Sir or Madam: Per your inquiry dated November 03, 2004, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: I. Type of AccounJ Checking Account , I Account Number 708151 Ownership (Names oj) Dorothy peckman )'" '! ,lIt' . Opening Date 9/1/67 Closed 11/2/04 $1,524.80 $ 0.00 ..'j;l3247j(r...............n...nn y Balance on Date of Death Accnled interest Total 2. Type of Account Home Equity Loan 'Q Account Number 1648652 Ownership (Names oj) Dorothy peckman Opening Date 7/28/04 Balance on Dale of Death $7,521.21 Current Balance $7,521.21 3. Type of Account Soft Deposit Bax Box Number/Location 0003492/ High Street Carlisle Ownership (Names oj) Dorothy PEckman Opening Date 2/7/92 For further account information. regarding ownership, closures and/or reimbursement of funds, etc., please call the High Street Carlisle Office # 717-240-4536. Sincerely, ''7{a--n~1~ Nancy Clagett Records Management 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 OTTO IVO VICTOR III 10 E HIGH STREET CARLISLE, PA 17013 nnnn fold ESTATE INFORMATION: SSN: 188-05-3466 FILE NUMBER: 2104-0983 DECEDENT NAME: ECKMAN DOROTHY P DATE OF PAYMENT: 06/22/2005 POSTMARK DATE: 06/22/2005 COUNTY: CUMBERLAND DATE OF DEATH: 10/16/2004 NO. CD 005476 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,756.52 I I I I I 1 I I TOTAL AMOUNT PAID: $2,756.52 REMARKS: WALTER M ECKMAN CHECK# 133 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE nr....rnyn (\~n0i: nc NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL T'I'll"",u!-L,t~ l;:,-'UU",PRAISEHENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION .'\ ., '~'OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 -", HARRISBURG PA 17128-0601 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-05-2005 ECKMAN 10-16-2004 21 04-0983 CUMBERLAND 101 APPEAL DATE: 11-04-2005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _ REy:is47-EX-AFP-ioi:osj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEKENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DOROTHY P FILE NO. 21 04-0983 ACN 101 ZOGS SEP - 2 Pil iZ': I I CLEP"'\ (\CC ' . j, . IVO V OTTO ilI'I ESQ HARTSON ETAL 10 E HIGH ST CARLISLE PA 17013 ESTATE OF ECKMAN DATE 09-05-2005 TAX RETURN WAS: I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds ISchedul. B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Kortgages/Notes Receiyebl. (Schedule D) 5. Cash/Bank D.posits/Hisc. Personal Property (Schedule E) 6. Jointly Dw~ Property ISchedule F) 7. Tr8nsfers <Schedule G) 8. Total Assets ) CHANGED III (2) (3) (4) IS) (6) (7) 180,000.00 23.784.48 .00 .00 5.276.66 .00 25,814.89 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/tlisc. Expenses (Schedule H) 10. D~ts/Hortgeu- Li~ilit1.s/Lions lSoh.dule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estet. Subject to Tax I~ an aS5ess.ent was i5sued previously, lines 14, 15 and/or 16, 17, 18 and r~lect ~igure5 that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: lS. Aaaunt of Li.... 14 at Spousel ""t. IlS) 16. A.ount of Line 14 taxable at Lineal/Class A rat. (16) 17. A.uunt of Line 14 .t Sibling r8te (17) 18. Amount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due X IT . NOTE: DATE 01-13-2005 06-22-2005 NUHBER CD004835 CD005476 INTEREST/PEN PAID 1-) 315.79 .00 (9) 110) 25,874.28 8.061.58 Ill) 112) (13) 11ft) .00 X 200,940.17 X .00 X .00 X AHOUNT PAID 6,000.00 2,756.52 ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 00 = 045 = 12 = 15 = (19)= '* REV-1547 EX AFP (D6-D5) DOROTHY P NOTE; To insure proper credit to your account, subnit the upper portion of this form with your tax PBYllent. 234,876.03 33 93~ 86 200,940.17 .00 200,940.17 19 will .00 9,042.31 .00 .00 9,042.31 9,072.31 30.00CR .00 30.00CR I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. S~E IlFUF'IP~1= Coyne nlC' TI.ITr- r......... _..._ -0.---..------- t 6 u" rr\ (\cr.\r~ O~ l"'l\-"'''r\~:\\r~\ \ \.j\ \ iV'- \-\t.\.NI "..J'- v . '\1 REGISTER OF WILLS OF CUMBERLAND COUNTY 1(:;1 \ ~ h \ (For :~~::~~ ~:~~~ :~:~~~:I:L21~~~~ \i,u\l \ \) \ \ Name of Decedent: DOROTHY P. ECKMAN ("',', \ Date of Death: October 16, 2004 File No.: 21-04-0983 Social Security No.: 188-05-3466 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No x 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 x No Date: d. Copies of receipts, releases,joinders and approvals offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. November 10,2005 Signature: ~~ Name: Ivo V. Otto III, Esquire Address: MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Counsel for personal representative F:\FILESIDA T AFILEIESTA TES\3421.1.srep vi: