HomeMy WebLinkAbout04-1010 PETITION FOR PROBATE and GRANT OF LETTERS
8[S0 known as To:
Register of Wills for the
Deceased. County of ~c;~D in the
Social Security No. D~ --/~ ~Bff7~ Commonwealth of Pennsylvania
~he petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of ag~ older an the execul c ~ named
in the last will of the above decedent, dated ~fl~//- [ 7 , !9 9ff
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
D .... '~iciled at death in ~._.O,~8~0._t-~'~ County, Pennsylvama, withi
tL/~S last family or principal residence at/v/~d/~/,~_5?~,~'~N~ ~
Decendent, then __~ years of age, died (~d7"o~'/~ ~) ~- Oo ~ , 19
at
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 deatb vwned 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: II t C'¢'j°°pL-~ bi&) pT~er~AN, es~dz.c.)DA
$
$'°,oo
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters_ ~
(testamen dry; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
Sworn to or affirmg,d apA subscribed
before me this ~ .day.o~_[
~ - . , f ,' ,,, XR ister
OATH OF PERSONAL REPRESENTATIVE
CO.MMONWEALTH OF PENNSYLVANIA ) ss
COUNTY OF (~bc~q I:~ E' g LPvl',IO
The r~etitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition ate
true and correct to the best of the knowledge and belief of petitipn~r(?) and that as personal represeO-
tatNe(s) of the abo,,e decedent petitioner(s) will well and truly ao. mm~ster the estate according to
~ Tv. DE.7. RF. ED ;hat ~he ...... um~_~,s, ~ateo
~-' ~ therein ~e admJt~ec to p~obate and filed of racOrd as the last will o}
and Letters
FEES
Probate, Letters, E~c ..........
Short Certificates(JO,) ..........
TOTAL
Filed ...................................
ATI'ORNEY (Sup. Ct i.D. No.)
ADDRESS
PHONE
¸7
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH ~. -~. ~
~m 308 South Yor~ Street ~chanicsbur~ PA ~ 7055
ro,~[~ B~"~°~b~[~w~'°ms~'r~ [] ~,~N~ 3, ~ of H~ven C~te~ ~,~M~n~csb~, PA 17055
i, ER~[EST J. SC~!OLL, of the Borough of Z.iechanicsburg,
County of C~fr)erlaud a~d State of Pennsylvania~ being of souud
and dis~osinS r~ind~ nemory and , ' ~ '' ~
~ unc. er~tano, zno~ do make, p~blish
and declare t~s_,~ ~.%r L~u i?ill and Testament~
hereby revoking and
any time herebo]'ore
I direct the pa~aent of all z~.y just debts and funeral
e~[l~e¥~s~s as
C~ oI]e.
soon after r:~y decease as the same can be conveniently
i Tire, devise and bequeath all the rest, residue and
uemainder of uy estate, real, personal and mixed, whatsoever
and wheresoever the sa~e ~uay be situate, to my wife, I~L~.RY C.
SC.;~OLL~ absolutely and ~.~unconditionally.
Tn_ tbe~ event that my wife, H.dR~ C. SCHOLL, should prea~cease
~e, or should she die vd_thin thirty (30) days from the date oZ~ my
~.eabh, then in either such event, I give, devise and bequeath my
entire estate, of whatsoever nat~e and wheresoever the same may
~m~uate, to my tv~o (2) children, to x¢it, EDUIII P. SCHOLL
iAT~!CIA E. WIL!.IA!~S, share and share alike~ per stirpes.
LASTLY, Z norainate, constitute and appoint my wife,
C. SCI~OI.,~ ]~xecutrix oF this ~y Last Will and Testament, and in
the event that Ny said wife should predecease me~ or should
be unable or unw~l!inS to serve in such capacity for any reason~
then in such event, i nominate, constitute and appoint my two [2)
children, the aforementioned EDUiH P. SCiIOLL and PATRICIA E.
i. iiLL!Ai~S, Co-!~xecutors of this ~ay Last Will and Test~en~ i~ hep
place sud stend, and in either instance, I direct that my said
personal representatives be excused from posting bond or othsr
security for the faithful performance of their 6uties in anu
jurisdiction.
!N WITNESS Wi!EREOF, i have hereunto set ray hand and seal
t'.~is /_2~~s day of April, A. D.~ 199~.
Ernes t/J. Scholl
-2-
Sisned, sealed, p~b!is½ed and deolared by the aboYe
nar~ed, Ei~ST J. SCi OLL, as and for his Last Will and Test~ent,
in tho ~resence of ~,s, ~ho have subscribed our nan, s hereto as
witnesses, a'b the Pe~]uost of sold testator~ in [~is presenc~ and
iN tile pPese~ce o2 oaoh o~heF,
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
1, ]~ ~1517 ,~-. .~Cii07 ] , the testat ol*
~ In,se name is sigmed to the attached or foregoing instrument, having
ie~n duly qualified according to law, do hereby acknowledge that I
~gned and executed the instrument as my Last WAll and Testament;
that I signed it willingly; and that I signed it as my free and volun-
tary act and deed, for tbe purposes therein contained.
Sworn and affJrmed to and acknowledged before me by
.... ~ =- the testat o~? this ·
day of ,-~n , A. D. ~c,O~'
CO~MONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMLERIAND )
h ivN (.ummssron ~:,.~,;x*s v.,,,. 6, 1~7 I
We, the undersigned, 7. 'C E~ · '~'' '~'
signed to the attached or foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the
cute the instrument as hisj~g~T~, Last Will and Testament; that the
his/l~ free and voluntary act for the purposes therein expressed;
that each of us. i~z the hearffng and sight of the testato? , signed
the Will as wi~:~esses; and that to the best of our knowledge, the
testatOP was, at the time, eighteen (18) or more years of age,
of sound mind, rnd under no constraint, duress or undue iuf]uence.
Name of Decedent:
WillNo. --~00 (?Z_ 0/010
To the Re~,i
Ad__r_rrfin. No.
I certify that notice of (benetieial interco-t) e3tate admln;siration requh'ed by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries o'f the above-captioned estate on _ qT'-AtA/U,4/Cy 5-~:
Address
/ 70,5-,5'-
Notice has now been ~ven to all persons entitled thereto under Rule 5.6(a) except_
Date:
d,,;
Signature
Capacity:
Name_ /D/~T/~i e! toc ~,, bx,//a t /~
Personal Representa~ve
Counsel for personal representative
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX! 11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SCHOLL EDWIN P
308 SOUTH YORK STREET
MECHANICSBURG, PA 17055
nn~__. fold
ESTATE INFORMATION: SSN: 058-10-3478
FILE NUMBER: 2104-1010
DECEDENT NAME: SCHOLL ERNEST J
DATE OF PAYMENT: 04/26/2005
POSTMARK DATE: 04/23/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 10/29/2004
NO. CD 005248
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6,818.09
I
I
I
I
I
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I
I
TOTAL AMOUNT PAID:
$6,818.09
REMARKS:
CHECK#122
SEAL
INITIALS: CCP
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REV-1500EX{6-00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
. COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
. HARRISBURG, PA 17128-0601
FILE NUMBER
21 04
1010
C01JNTY COOE
YEAR
NUf,IlER
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Scholl, Ernest, J
DATE OF DEATH (MM-DD-YEAR) ~ OF BIRTH (MM-DD-YEAR)
~~!29/2004 _ ___10-=1_~4/19~~________
(IF ilPPLlCABlE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
i 058-10-3478
-------rTHIS RETURN MUST BE FILED IN DUPLICATE WITH THE
I -- REGISTER OF WILLS
---------+SOCIAl SECURITY NUMBER . .
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IKJ 1. Ortginal Retum
o 4. Limited Estate
~ 6. Decedent Died Testale lAlla'" "'Pl of W")
o 9. Litigation Proceeds Received
o 2. Supplemental Retum
D 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Alia'" "'PlofT"st)
o 10. Spousal Poverty Credit lda~ of dea~ bal_n 12.31-91 and 1-1.95)
03. Remainder Return (dateofdeathp1101'to12.13-82)
o 5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) I"'''' Soh 0)
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T!'lIS SE<lrIOti tlI.I6T IiIE CI)MPLI;tr;p..ALt. CO~RESPQltIJ)EtiCEAND cONflbE"T1~"- TAxINFClRMATIOl\l stlblJj..D BlO ~~EetED TO:
NAME COMPLETE MAILING ADDRESS
Benjamin Q, WiIli<lfl1~___________._______ 590 South 82nd Street
FIRM NAME (II Applioabl.) Harrisburg, PA 17111
'TELEPHONE NUMBER
(717) 566-3336
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1. Real Estate (Schedule A)
2. Stocks and Bonds (SeIledule B)
3. Closely Held Corporation, Partnership or Sole-Proprtetorship
4. Mortgages & Notes Receivable (Scheduie D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
(1)
(2)
(3)
(4)
(5)
112,480.00
2,777.10
IVOrl~ -,
NONG
47,628.70
NOtVG
NoNE
(8)
11,164.49
208.25
(11)
(12)
(13)
(14)
151,513.06
'. ,
(6)
6. Jointly Owned Property (Schedule F)
o 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 (SeIledule i)
11. Totat Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (SeIledu'e J)
(7)
\_~)
162,885.80
(g)
(10)
11,372.14
151,513.06
NONr-;
14. NelValue Subject to Tax (Line 12 minus Line 13)
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SEE iNSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(I.2)
x .0 (15)
18. Amount of Line 14 taxable at lineal rate
____.J5L?RQtl x.O 4~m (16)
6,818.09
x .12
(17)
(18)
(19)
6.818.09
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
x .15
19. Tax Due
20.0
CHECK HERE tF YOU ARE REQUESTtNG A REFUND OF AN OVERPAYMENT
> > BE SU~E TO ANSW\:R AI-L ~UESTIQNS oN REvERStO15IPEANO'RECHECK,MATIt",< ,
Decedent's Complete Address:
STREET ADORE S
111 Woodland Drive
CITY Mechanicsburg
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Creditslpayments
A. Spousal Poverty Cred~
B. Prior Payments
C. Discount
6,818.09
(1)
Total Credits ( A + B + C ) (2)
3. InterestJPenalty if applicable
D. Interest
E. Penalty
4.
TotallnterestJPenalty ( 0 + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference. This Is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(3)
(4)
(5)
(5A)
5. If Line 1 + ~ine 3 is greater than Line 2, enter the difference.: This is the TAX DUE.
A. Enter the Interest on the tax due.
6,818.09
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
6,818.09
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;.......................................................................................... 0 ~
b. retain the right to designate who shall use the property transferred or its income;............................................ 0 [i]
c. retain a reversionary interest; or.......................................................................................................................... 0 [i]
d. receive the promise for life of e~her payments, benefits or care? ...................................................................... 0 [i]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 ~
3, Did decedent own an "in 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? ........................................................................................................................ 0 ~
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 pena~.. of petjury, I _rethat I have examined Itlis return, in~u~ng accompanying schedules and statements, and to Itle best of my knowledge and belief. . is bus, corre~ and complete.
Oeclarat~n of plOllarer other than Itle personelrepresentative is based on aU information of which plOllarer has any knowledge.
SIGNAT:IJ3f 9f PERSqN RESP,s;J FOil FILlN9!jiJURN
-------_..,.,._.~---_.._-_._------------,----_.__.~---------.-,--,-.
ADDRESS
~q~f3()lJtI1X()rI<.f3t~~l!t,..IIJl!(;l1.arli~s~lJr~,...~p...17 q~5.. ..
~~RE ~F P~EPA~ER ,{lTHER TIj(IN REPRESENTATIVE
~:a~............._.............._.._...
ADDRESS
E~()..~?ll.tI'1_~?~d ~treet,_'illrr!s.~llE!l.!E'...>\ 17111
..._LJ}J5jQS....-
..- .-.-.-
DATE
..~_..__.._....._.._.._._..__.._~-~'t 5J~_.._-_....-
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 PS. ~9116 (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 0% [72 P.S. ~9116 (a) (1.1) (ii)l.
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still ap~icable 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 vaiue 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 wjth the decedent, whether by blood or adoption.
;:;~E,\""'-1502 EX., (6-98:)
SCHEDULE A
REAL ESTATE
COMMONWEAUH OF PENNSYLVI,NIA
INHeRITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ernest J Scholl
FILE NUMBER
21-04-1010
All real property owned solely or as a !enant in common must be reported at fair market value. Fair market velue is defined as the price at which property would be
exchenged between a willing buyer and a willing seller, neither being compelled to buy or seli, 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
Single Family Frame House (Built 1960)
Location: 111 Woodland Drive, Mechanicsburg, PA 17055
1'12,480.00
Cumberland County; ParcellD 18-22-0519-006, Deed Book Page No. 0020P-01164
TOTAL (Also enler on line 1, Recap~ulalion)
(If more space is needed, insert additional sheets of the same size)
Detailed Results for Parcel 18-22-0519-006. in the 2004 Tax Assessment Database
DistrictN 0 18
Parcel_lD 18-22-0519-006.
MapSuffix
HouseNo III
Direction E
Street WOODLAND DRIVE
Ownerl SCHOLL, ERNEST J & MARY C
Owner2
Prop Type R
PropDesc
Liv Area 1300
CurLandVal 25000
CurImpVal 87480
CurTotVal 112480
CurPrefVal
Acreage 0.17
CIGrnStat
TaxEx I
SaleAmt
SaleMo 8
SaleDa 31
SaleCe 19
SaleYr 62
DeedBkPage 0020P-01164
YearBIt 1960
HF File Date 3/2/2005
HF _Approval_Status A
Pf.:V.15tj3 EX~- (6..98) t"
'~'ill..,\,~_
.,~
COMMONV\,.'EALTH OF PENNSYL\lANiA
.NHERiTAi'JCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Ernest J Scholl
FILE NUMBER
21-04-1010
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Prudential Financiallnc (PRU) CUSIP No. 744320-10-2
1012912004 $46.62 (High)! $45.95 (Low) = $46.285 (Avg)
60 Shares @ $46.285 =
TOTAL (Also enter on line 2, Recapilula~on)
(If more space is needed, insert additional sheets of the same size)
m::,'/"1~5()O EX+ (6-98) t
!ll,,~,9
Wr~
COMMONWE"ALTH OF PENNSYLV,I\I\JI/.t,
INHERiTft,r'JCE Tf.l,X RETURN
RESIDfONT DECEDEIH
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Ernest J Scholl
FILE NUMBER
21-04-1010
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 Schedulo F.
ITEM
NUMBER
DESCRIPTION
343.10
1 Bank Accounts Members 1st - Acct No. 000005699-00
Members 1st - Acct No. 0000029983-00 Savings
Members 1st-AcctNo. 0000029983-11 Checking
Members 1st-AcctNo 00000101742-00Savings
Members 1st - Acct No. 0000029983-11 Checking
2,34877
6 Automobile -1998 Mercury Mountaineer/4 Wheel Drive (Kelly Blue Book value $9335/March, 2005)
9,500.00
7 Household items (See attached sheet)
2,880.00
TOTAL (Also enter on line 5, Recaprtulation) $
(~ more space is needed, Insert additional sheets of the same size)
47,628.70
~!kT'j['!! :i:~ li"~ ntC !'" '1::!;'~:~ R~i: ~~i1 ~ ;i:~ r:"l!i::: ~~l
03/31/2005 0.250% %% APY Earned 0.25% $5.10 $23,871.73
03/01/05 to 03/31/05
03/11/2005 000120 Draft -$322.31 $23,866.63
03/10/2005 000119 Draft -$6.76 $24,188.94
03/09/2005 000121 Draft -$108.23 $24,195.70
03/03/2005 000118 Draft -$491.00 $24,303.93
02/28/2005 0.250% %% APY Earned 0.25% $4.75 $24,794.93
02/01/05 to 02/28/05
02/03/2005 000117 Draft -$13.52 $24,790.18
02/01/2005 000115 Draft -$110.25 $24,803.70
02/01/2005 000116 Draft -$98.02 $24,913.95
02/01/2005 000114 Draft -$18.05 $25,011.97
01/31/2005 0.250% %% APY Earned 0.25% $5.29 $25,030.02
01/01/05 to 01/31/05
01/31/2005 Withdrawal by Cash -$9.00 $25,024.73
01/28/2005 Deposit by Cash Check Received 8.49 $163.74 $25,033.73
12/31/2004 0.250% %% APY Earned 0.25% $5.39 $24,869.99
12/01/04 to 12/31/04
12/28/2004 Deposit From SCHOll,ERNEST ] $25.00 $24,864.60
0000005699 Share 00
12/27/2004 0001. B Draft -$90.00 $24,839.60
12/22/2004 000112 Draft -$98.63 $24,929.60
12/22/2004 Withdrawal To SCHOLL, ERNEST ] -$402.09 $25,028.23
0000005699 Share 11
12/21/2004 000110 Draft -$97.49 $25,430.32
12/21/2004 000:111 Draft -$17.84 $25,527.81
12/14/2004 Deposit by Check Check Received 10.80 $40.50 $25,545.65
12/09/2004 000104 Draft -$250.00 $25,505.15
12/03/2004 000.1.00 Draft -$119.55 $25,755.15
11/30/2004 0.250% %% APY Earned 0.25% $5.00 $25,874.70
11/08/04 to 11/30/04
11/29/2004 000102 Draft -$93.25 $25,869.70
11/26/2004 000103 Draft -$25.00 $25,962.95
11/23/2004 000099 Draft -$7,991.00 $25,987.95
11/19/2004 000098 Draft -$750.00 $33,978.95
11/19/2004 000097 Draft -$235.75 $34,728.95
11/13/2004 Withdrawal To SCHOll, EDWIN P -$284.00 $34,964.70
0000015575 Share 00
11/08/2004 Deposit From SCHOll,ERNEST ] $89.87 $35,248.70
0000029983 Share 00
11/08/2004 Deposit $2,145.22 $35,158.83
11/08/2004 Deposit From SCHOll,ERNEST ] $343.10 $33,013.61
0000101742 Share 00
Deposit
Furiture Inventory
$1,485
Area litem Value
Kitchen
Refrigerator $100
Microwave $30
Counter chairs (2) $30
Dinning Room
Table + Chairs (6) $125
Green Hutch $75
Sm table w/glass doors $25
Sm hanging comer shelf w/glass doors $20
4 door VCR tape cabinet $35
Living Room
Recliner $50
Rocker $50
Uphlstered couch $75
Upholstered chair $50
TV $75
Brown end table $20
White end table $20
End table wllamp $40
Matching lamps (2) $20
VCR Panasonic $40
Portable radio - Panasonic $15
Hanging mirror w/shelf $15
Entertainment center $75
Two drawer table $50
Wicker table $20
Small Bedroom #1
Secretary's desk $100
5 drawer chest $40
Book case w/2 shelves (2) $30
Round table $75
File cabinets (2) $40
Pole lamp $10
Table lamp $10
Garage
Exercise bike $50
Tools misc $75
$1,395
Area litem Value
Small Bedroom #2
Desk $35
Twin bed & Mattress $50
Round table $50
Wicker chest $30
Lamps (3) $30
Wall shelf $20
Master Bedroom
Queen size bed & mattress $100
Chair $40
End tables (2) $40
Cedar chest $40
Table w/shelf $30
Lamps (2) $20
Dresser $50
Dresser lamp $15
Dresser mirror $25
Pole lamp $10
Hall bookcase $10
Hall mirror $10
Rec Room
Wicker couch & chairs (2) $75
3 drawer chest $40
Table & chair $25
Wicker chest wlwheels $20
4 foldino chairs $40
York stereo $40
2 door cabinet $25
Microwave hutch $35
Lamps (2) $20
Back Porch
Couch $30
Stackable chairs 6) $30
Table & chairs (4 $60
Folding chairs (2 $10
Cushioned chair $15
Storage chest $20
Clothing
Suits (1) $50
Sport coat (2) $25
Sweaters (5) $25
Shirts (18) $35
Pants (9) $45
Jackets (3) $60
Overcoat $40
Misc lTies, socks, underwear) $25
Total Inventory
$2,880
REV-1511 EX+ (12-99).
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Ernest J Scholl
FILE NUMBER
21-04-1010
Debts 01 decedent must be reported on Schedule L
ITEM
NUMBER
A.
DESCRIPTION
FUNERAL EXPENSES:
Malpezzi Funeral Home, Mechanicsburg, PA
Malpezzi Funeral Home, SI. Joseph's Church costs
Funeral- Luncheon @ Brown's Restaurant (Paid by Ben Williams)
Funeral- Diocese of Harrisburg Cemetary/Grave openning
1.
2
3
4
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
,State
Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address Is not the same as cleimant.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. Util~ies - United Water
8 UtilRies - Verizon (Telephone)
9 Utilities - Verizon (Telephone)
10 Utilities - UGI (Gas)
11 Utilities - Trash & Sewage (Burrough of Mechanicsburg)
Total from Page 2 of 2
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert add~ional sheets of tile same size)
AMOUNT
7,991.00
119.55
235.75
750.00
284.00
38.12
98.63
126.28
530.05
98.02
893.09
$ 11,164.49
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Sheet 2 of 2
ESTATE OF
Ernest J Scholl
ITEM
NUMBER
12 2004 Federal Tax Return (Final)
FILE NUMBER
22 - 04 . 1010
DESCRIPTION
AMOUNT
491.00
13
MEMBER's 1st Bank Adjustment to closeout Acct No. 005699
402.09
Total (Add to last line of Page 1)
$
893.09
REV-1512EX+(12.03) ..
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RElURN
RESIDENT OECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABIUTIES, & UENS
ESTATE OF
Ernest J Scholl
FILE NUMBER
21-04-1010
Report debts Incurred by the decedent prior to death which remained unpaid as 01 the date 01 death, Including unrelmbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Exxon Mobile Credit Card
93.25
2
Bowmandale Family Practica
25.00
3
Autumn Lawn Care (Paid to Lynn Wildon)
90.00
TOTAL (Also enter on line 10, Recapitulation) $
(II more space is needed, insert additional sheets 0I111e same size)
208.25
:{f.:V-1513 EX" (9..00)
SCHEDULE J
BENEFICIARIES
CCMMON'~VEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ernest J Scholl
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Edwin P Scholl; 308 S York St.; Mechanicsburg, PA 17055
2 Patricia E Williams; 590 So. 82nd St.; Harrisburg, PA 17111
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Son
FILE NUMBER
21-04-1010
AMOUNT OR SHARE
OF ESTATE
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-1500 COVER SHEET
(If more space is needed, insert additional sheets of lhe same size)
REGISTER OF WILLS
CUMBERLAND County, Pennsylvania
CERTIFICATE OF GRANT OF LETTERS
No. 2004- 01010 PA No. 21- 04- 10TO
Es ta te Of: SCHOLL ERNESTJ
(Last, First, Middle)
Late Of:
MECHANICSBURG BOROUGH
CUMBERLAND COUNTY
Deceased
Social Security No: 058-10-3478
WHEREAS, on the 8th day of November 2004 an instrument dated
April 17th 1995 was admitted to probate as the last will of
SCHOLL ERNEST J
(Last. First. Middle)
la te of MECHANICSBURG BOROUGH, CUMBERLAND County,
who died on the 29th day of October 2004 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH Register of wills ~n and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
WILLIAMS PA TRICIA E and SCHOLL ED WIN P
who have duly qualified as EXECUTOR(RIX)
and have agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VAN/A.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 8th day of November 2004.
~~cif~~~
p\1n ~~
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
LAST HILL AIm TESTAI1EHT OF ERNEST J. SCHOLL
I, ERNEST J. SCHOLL, of the Borough of Mechanicsburg,
County of C1IDwerland and State of Pennsylvania, being of sound
and disposing mind, memory and understanding, do make, publish
ilnd declare this my Last l'Hll and Testament, hereby revoking and
malring void any and all prior Hills by me at any time hereto.l'ore
made.
"'-..r
\"".'.1
1.
l':dil"ect the payment of all my just debts and funeral
C':.:
expensbs
g
as soon after my decease as the same can be conveniently
\
~done.
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2.
I give, devise and bequeath all the rest, residue and
remainder of my estate, real, personal and mixed, whatsoeVel"
and wheresoever the same may be situate, to my wife, 11ARY G.
SCHOLL, absolutely and unconditionally.
3.
In the event that my wife, MARY C. SCHOLL, should predecease
me, or should cshe die 'l-rithin thirty (30) days from the date of my
death, then in either such event, I give, devise and bequeath my
entire estate, of Hhatsoever natUl"e and ,,,heresoever the same may
be situate, to my two (2) children, to wit, EDWIN P. SCHOLL and
PATRICIA E. iHLLIAHS, share and share alike, per stirpes.
_1_
LASTLY, I nomina. te, constitute and appoint my 'Hire, HARY
C. SCHOLL, Executrix of this my Last Hill and Testament, and in
the event that my said Hife should predecease me, or should {,he
be unable or unwilling to serve in such capacity for any reason,
then in such event, I nominate, constitute and appoint my two (2)
children, the aforementioned EDWIN p. SCHOLL and PATRICIA E.
HILLIAHS, Co-Executors of this my Last Hill and Testament, in her
place and stead, and in either instance, I direct that my said
personal representatives be excused from posting bond or other
secl).rity for the faithful performance of their duties in any
jurisdiction.
IN WIT~mSS WHEREOF, I have hereunto set my hand and seal
this L?.~~ day of April, A. D., 1995.
~1 Moi~
Ernes t/J. Scholl
(SEAL)
-2-
Signed, sealed, published and declared by the above
named, ERlffiST J. SCHOLL, as and for his Last Will and Testament,
in the presence of us, who have subscribed our names hereto as
witnesses, at the request of said testator, in his presence and
in the presence of each other.
-~-
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND
)
I, 3RHEST J. SCEOLL , the testat or
\i!luse name is signed to the attached or foregoing instrument, having
been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will and Testament;
that I signed it willingly; and that I signed it as my free and volun-
tary act and deed, for the purposes therein contained.
ERHEST
day of
Sworn and affirmed to and acknowledged
.T. .sCFOT,T, , the testat or
i\rY.n , A. D., 1995.
before me by,_,;:-:,
,this /,.. ~_.'.
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fI..:ariIY:i V-ay !=~.':,~:, l\k,:'3r'/ Public
Mechgnicsbur[l8oro. Cumt",iI;md County
My Commission Expires Nov. 6, 1997
............ As&GlE:iaiien III NoIarieI
COMMONWEALTH OF PENNSYLVANIA
)
55.
COUNTY OF CUMBERLAND
)
We, the undersigned, J. ROBERT STAUFFER
and ERIKA. L. LE"vENEAGEN , the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the
testat or ERnEST J. 3CHOLL , sign and exe-
cute the instrument as his6h~ Last Will and Testament; that the
said testator ,ERNEST J. SCHOLL , executed it as
his/~ free and voluntary act for the purposes therein expressed;
that each of us, in the hearing and sight of the testat~_, signed
the Will as witnesses; .:md that to the best of our knowledge, the
testator was, at the time, eighteen (18) or more years of age,
of sound mind, dnd under no constraint, duress or undue influence.
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Sworn and
me this
A l')i";'
subsCLibed to before
;-- I ,~ day of
, 1995.
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: [; ICtJ /?Sf J: S (!.If<)LL.
Date of Death: ()('_/06a<.. d- 9 I ;200 <I
,
Will No.: o<oo'-l-t1 /0/0
Admin. No.: -
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ 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.1 is Yes, state the following:
a. Did the personal representative file a fInal account with the Court?
Yes _ No JX\
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes 0 No ~
c. Copies of receipts, releases, joinders and approval offormal or
informal accounts may be fIled with the Clerk of the Orphans' Court
and may be attached to this report.
Date: YjJ5/0~ C;1~~~A~'.V ~
Signature
PAIR./CIA- t;. VJILLlAMS
Name
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6'90 S. 8'd.(I/() SF HnI-KISBtlRejPIt-
Address } /7///
717-5(.,(", '-33:3fo
Telephone No.
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