HomeMy WebLinkAbout02-1115PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Eugene R Elicker ~~_~~_ ~~ ~~
also known as No.
To:
Register of Wills for the
Socia/Securrt No. ] 7 Deceased. County of Cumberland
y -n1 _9L~~ in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executer
in the last will of the above decedent, dated named
and codicil(s) dated -----~g~temb r 0 1~~]`
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland
his last family or principal residence at C~rch ~f ~„~ u,,,,,County, Pennsylvania, with
x(11 t\T u..-----
(list street, number and muncipality)
Decendent, then 84 years of age, died _ n~t-obPr 1 1
at Church of God kome 801 N. Hanover St. Carli 1 '~~""
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 pi operty with estimated values as follows:
(If domiciled in Pa.) All personal property $ 242 , 816.90
(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: B tffal o T_ otin~hi D p rr r r„ $ 230 000.00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters~estamentarv
theron. (testamentary; administration c.t.a.; administration d. b.n.c.t.a.)
C / /-- ~,... J t j
1l ~,
v Dana F 1 i rlrar
~.0 259 Hillcrest Rd.
~;, Camp Hi11, PA 17011
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1
COUNTY OF _Cumberland ~' 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 *.he knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well aa.d truly admi jster a estate ac~'ording to law.
Sworn to or affirmed and subscribed ! •/
before me this 9th day of ;'
~4J~2J~S,c~X~/Regi er
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NO. 21-OZ-1115
Estate of Eugene R. Flicker ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW DECEMBER 10 ~g~ 200~in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated_ September 30 , 1991
described therein be admitted to probate and filed of record as the last will of
Eugene R. Flicker
and Letters testamentary
are hereby granted to Dana E . El i cker
Register of Wills/~J G
FEES
Probate, Letters, Etc. ......... ~ 340.00
Short Certificates( ) .......... S 9.00
I~enPun~ta[ion ......... . ...... ~ 9.00
JCP S 10.00
TOTAL ~ 368.00
Filed .... DIrC~~Blg, 10, , 2002, , , , , , , , , .
ATTORNEY ;Sup. Cc. I.D. No.)
ADDRESS
PHONE
his is to certif}~ that the information here given is correctly copied froth ali otf ~# c
Local Registrar "'lie original cetrificate will l7e forwarded to the State ~'tt1.~ i~e~o~~1_:. , -
WARNING: It is illegal to duplicate this copy by photostat ~, f~~4~'/ ~., ~ ,
Fcr ±c>r this ccrtitic.~.te, S?.t]t~
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____P_ 8629769
No.
\,_MENT u[,,,IIII
OCT 14 2002
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~e, Rev. 2187 COMMONWEALTH Of PENNSYLVANIA • DEPARTMENT Of HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
NAME OF DECEDENT IFrcy. Myode. ;asl SEx SOCIAL SECURITY NUMBER DALE OF DEATH Mcnm. Day, rparl
Eu ene Robert Elicker _ ~ male ~' 172 01 - 09
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FATHER'S NAME Ifrst. Mw,ole. La511 MOTHER'S NAME tFwsl. Mw101e. Mayoen Surnamnl
,~• Russell R. Elicker ,e- Nettie B. Smith
INfORMANT'S NAME (TYpdPrIn11 INFORMANT'S MAILW(i ADDRESS IStreal. Cay/TOwn, Slab, Zip Cudel
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METHOD OF DISPOSITNON GATE Of DISPOSITION
Burtel® Crematbn^ RemwalNOmSlate^ IMONh,Day,marl PLACE OF DISPOSITION - Name a Cemetery, Crematory LOCRNNa - CirylWwn, Stale, Zp Code
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CERTIFIER ICnech or:v Orel IGNAIUR AN T L OF ER 1
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NAME AND ADDRESS OF PERSON Wf/0 COMPLETED CAUSE OF DEATH
(Item 171 Type a Pnn,
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REGISTRAR' 1GNATUREA ja BE
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DATE FILEDfMwrm Uay, rear)
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LAST WILL AND TESTAMENT
OF
EUGENE R. ELICKER
Date: 3L; ` l
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LAST WILL AND TESTAMENT
I, EUGENE A. ELICKER, of Upper Allen Township, Cumberland
County, Pennsylvania, being of sound mind, memory and
understanding, do make, publish and declare this to be my last
Will and Testament, hereby revoking and making void all former
wills, codicils and other testamentary dispositions by me at any
time heretobefore made.
1.
I direct my executor, hereinafter names, to pay as soon as
practicable after my decease all my just debts and the expense
of my last illness and burial.
2.
I give, devise and bequeath all the rest, residue and
remainder of my estate, whatsoever and wheresoever situate, unto
my son, Dana E. Elicker.
3.
Should my said son predecease me, then and in that event,
I give, devise and bequeath all of my said estate unto my
granddaughter, Danielle Lynn Elicker.
4.
t hereby nominate, C:OI1SLli.l,it:e cYlt~ a~~~%lZt iuy "`-`~`~^ "~=~' n`"~"?
E. Elicker, executor of this my last Will and Testament. Should
my said son, Dana E. Elicker, fail to qualify or cease to act as
executor, I appoint my son, E. Robert Elicker, II, executor of
this my last Will.
5.
I appoint my daughter-in-law, Susan L. Elicker guardian of
any property which passes, either under this will or otherwise,
to a minor and with respect to which I am authorized to appoint
a guardian and have not otherwise specifically done so. Such
guardian shall have the power to use principal as well as income
from time to time for the minor's education, (including post
high school education) support and welfare, or to make payment
for these purposes, without further responsibility, to the
minor, to the minor's parent or to any person taking care of the
minor. Should my said daughtger-in-law, Susan L. Elicker fail
to qualify or cease to act as guardian of said property, I
appoint my son, E. Robert Elicker, II, guardian of any property
which passes, either under this will or otherwise, to a minor as
set forth above.
IN WITNESS WHEREFORE, I, EUGENE R. FLICKER, the trestator
have hereunto set my hand and seal to this my last Will and
TeStciT~ent thi:~JVth duy O •` .c. .".~'~:t^~b~r, l Q~i .
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.~- : ~T ~-- ~ ~ ~ G G E!%1~ ( SEAL )
Signed, sealed, published and declared by the above named
EUGENE R. ELICKER, as and for his last Will and Testament in the
presence of us, who, at his request and in his presence and in
the presence of each other have hereunto subscribed our names as
witnesses thereto.
may. ter. ~_-~~
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REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
(each) a subscribing witness to the
law, depose(s) and say(s) that
the testat ,sign the same and that
present and saw
signed as a witness at the
request of testat in h presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this
day of
19.
Register
(Name)
(Address)
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
DANA E AND SUSAN L ELICKER
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
they are familiar with the signature of EUGENE R ELICKER ,
xxr~i~
testat or of (g~rx~tiKx>~xzs~ciixaaMtta~~~) the will presented herewith and
codicil
that they believes the signature on the will is in the handwriting of
EUGE~; U R ELICKER
to the best of _ trier knowledge and belief. j~ /
_~_ J
Sworn to or affirmed and subscribed before ~~~ ~~~~ ~(
me this 9th day of /Name)
DECEMBER )?$~ 2002 ~S~h~ZLLI~~~S~"',t~i}~ [" /~/~/~~~L/L, ~' .
~ J ~ ~~~ ~• ( ddre_ss)
/~J ~/ ,~Q~euXj Register
(Name)
~~ ~} ~f ~'/(~ to s-~ /~r1 . ~'<< ~., t~,~~~
codicil
will presented herewith, (each) being duly qualified according to
(Address)
CERTIFICATION OF NOTICE UNDER RULE 5.6(al
Name of Decedent: Eugene R Elieker
Date of Death: October 11, 200
Will No. 2002-01115 Admin. No. 21-02-1115
To the Register:
I certify that notice of (beneficial interest) 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 nP~PmhPr 1 (L, X0112.-_~
Name
Address
Dana E Flicker (Sole Heir) 259 Hillcrest Rd., Camp Hill PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None
Date: March 17 2003
Capacity: ~_ Personal Representative
Signature
Name r~~„~ F R1 i ~kar
Address 259 Hillcrest Rd.
Camp Hill, PA 17011
Telephone 1717 761-6978
Counsel for personal representative
o2I 002 - ~ ~ ~.~-
Inventory of the real and personal estate of
Eugene R ElickPr deceased
Personalty:
PNC Checking Account
Wachovia Securities (Bond Funds)
Lehigh County
Lebanon PA Hospital Authority
Oppenheimer Funds:
Strategic Income Fund
PA Municipal Fund
New Momentum Annuity Policy
Stocks:
Lucent Technologies
AT&T
BellSouth
Miscellaneous:
Church of God Home- Security Deposit Refund
Parthemore Funeral Overpayment Refund
PPL Refund for remaining balance at Mountain cabin
Real Estate:
Buf alo Township, Perry County
829 Cherry Road, Newport, PA
Tax Parcel Numbers:
030,029.00-029.000 and
030,039.00-003.000
A 172-acre tract of mountain land with a mobile home with
a one-story frame addition
Value as of October 11, 2002 as appraised by Larry E. Foote
$5,61651
$4,974 53
$7,049 60
>51,596 84
X60,106 13
699,760 00
$33
;$1,196
x$7,164
$4,563
$709.
$45
64
00
62
73
40
90
230,000
X00
Person~~~~::~.~hc~yR~~.~. ~~tat~=Tot~l~' ~472,8Z&~.90
COMMONWEALTH OF PENNSYLVANIA '~
ss:
COUNTY OF CUMBERLAND
Dana _E_ Elicker __ - _- _
being duly ~wnrn _ according to law, deposes and says that he _is the
Executor ___ ____ _ of the Estate of Eugene R. Elicker
late of -- __Mddlesex_ Township. -_--_ __-_ ,Cumberland County, Pa., deceased and Chet the
within is an inventory made by __ Dana E. Elicker _____ ____ __ _., the said Executor
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.
Sworn to and subscribed before me,
19
Execu!or -Administrator
Address
Date of Death _~1.~~~n_th, October ,__ 2002
Day Month Ysar
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 1949. ,
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 001928
FLICKER DANA E
259 HILLCREST ROAD
CAMP HILL, PA 1701 1
Pold
ESTATE INFORMATION: ssN: 172-of-os4s
FILE NUMBER: 2102- 1 1 1 5
DECEDENT NAME: FLICKER EUGENE R
DATE OF PAYMENT: 12/09/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 0/ 1 1 /2002
REMARKS: DANA E FLICKER
CHECK#1408
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ $19, 000.00
TOTAL AMOUNT PAID:
INITIALS: AC
RECEIVED BY: DONNA M. OTTO
REV-1162 EX(11-96)
$19, 000.00
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX~11-96)
NO. CD 002523
FLICKER DANA E
259 HILLCREST ROAD
CAMP HILL, PA 1701 1
fold
ESTATE INFORMATION: ssrv: 172-of-os4a
FILE NUMBER: 2102-1 1 15
DECEDENT NAME: FLICKER EUGENE R
DATE OF PAYMENT: 05/02/2003
POSTMARK DATE: 00/00/0000
couNTY: CUMBERLAND
DATE OF DEATH: 1 0/ 1 1 /2002
REMARKS: DANA E FLICKER
CHECK#1422
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 51,229.36
TOTAL AMOUNT PAID:
INITIALS: SK
51,229.36
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE 7AX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-6601
DANA E FLICKER
259 HILLCREST RD
CAMP HILL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
. .. DATE
` ESTATE OF
DATE OF DEATH
FILE NUMBER
~~3 ~IJ~ -2 ~t ~ Cp~NTY
ACN
REV-1547 EX ~FP (01-037
05-26-2003
FLICKER EUGENE
10-11-2002
21 02-1115
CUMBERLAND
101
PA 17011 t..r.::;i'f Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
R
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ _
-------------------------------------------------------------------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FLICKER EUGENE R FILE N0. 21 02-1115 ACN 101 naTE 05-26-~nn~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate ( Schedule A ) (1) 23 0 , 0 0 0 . 0 0 NDTE : To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fore with
o
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
(5)
11 4,975.33 y
ur
tax payment.
6. Jointly Owned Property (Schedule F) (6) 137,777.87
7. Transfers (Schedule G) (7) .0 0
8. total Assets (g) 482, 753.20
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 10,803.8 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 186.56
11. Total Deductions (11) ) 0 .990 . j6
12. Net Value of Tax Return (12) 471,762.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 471,762.84
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 471, 762.84 X 045 . 21, 229 .33
17. Amount of Line 14 at Sibling rate (17) .00 X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 1 5 - .00
19. Principal Tax Due (lq)= 21,229.33
TAY f`D C*1TTC.
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-09-2002 CD001928 1,000.00 19,000
00
05-02-2003 CD002523 .00 .
1,229.36
TOTAL TAX CREDIT 21,229.36
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE Sr~F nF rurR cnow cno rucrenrrrn.~~ .
R~".l,c'l~'.(l~~i j't
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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REV-1500
OFFICIAL USE ONLY
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
J,1-1.~
COUNTY tooe YEAR
DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
Elicker, Eugene R.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
10/11/2002 OS/20/1918
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
None
SOCIAL SECURITY NUMBER
172 - 01
OLLL5-
NUMBER
- 0943
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
NAME Mr. Dana E. Elicker
COMPLETE MAILING ADDRESS
259 Hillcrest
Camp Hill, PA
Rd.
17011
[JJ 1. Original Return
o 4. Limited Estate
Iil 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds ReceilJed
o 2. Supplemental Return
o 43. Future Interest Compromise (data of death aflar 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copyofTI'lJSI)
o 10. SpoiJsal PO'Jerty Credit (ceta 01 daath between 12-31-91 and 1-1.95)
o 3_ Remainder Return {<late of d.ee.tiI pOOr \u 12-1Z-B2)
o 5. Federal Estate Tax Return Required
..Q. 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch O}
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TELEPHONE NUMBER
(717) 761-6978
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes ReceilJable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
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 (Schedule I)
11. Total Deductions (total Unes 9& 10)
(1)
(2)
(3)
(4)
(5)
$230,000.00
OFFICIAL USE ONLY
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$114,975.33
$137,777.87
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$482,753.20
(9)
(10)
$ 10,803.80
$ 186.56
(11)_$ 10,990.36
(12) $471 , 762 . 84
(13)
12. Net Value of Estate (Line a minus line 11)
13. Charitable and Governmental Bequests/See 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)
(14)
$471,762.84
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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rate, or transfers under Sec, 9116 (a)(1.2)
x.o_ (15)
x.O_ (16) $ 21.229.33
x .12 (17)
x .15 (18)
(19) $ 21,229.33
16. Amount of Line 14 taxable at lineal rate
$471.762.84 (100%)
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
. ."" , COMMONWEALTH OF
.. ..' PENNSYLVANIA
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. , DEPT 280601
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
Cd L - Jl d- /2 / L1 5-
COUNTY COO, YEAR NtMs'R-
SOCIAL SECURITY NUMBER
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DECEDENTS NAME (LAST FIRST AND MIDDLE INITIAL)
Elicker, Eugene R.
DATE OF DEATH IMM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
10/11/2002 OS/20/1918
,IF APPLICABLE) SURVIVING SPOUSES NAME (LAST FIRST. AND MIDOLE INITIAL)
None
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
172
01
- 0943
00 1 Original Return
"'-1 4.llmlleo Estate
'-'
[X] 6 Decedent Died Testate {Attach copy of Willi
=:J g. Litigation Proceeds Received
o 3. Remainder Return (dale 01 d€atn prior to 12.1H2:
o 5. Federal Estate Tax Return Required
~ e. Tctal Number oj Sale DepoSIt Boxes
o 11. Election to lax under Sec. 91 13(A) iA:lactl Scr 0'
o 2. Supplemental Return
o 48. Future Interest Compromise {dale of death after 12.12.82)
07. Decedent Maintained a Living Trust\fl.ttacl\~Y\l~T~\l~l
D 10. Spousal Poverty Credit (dale ofdealh between 12.3J.!11 and 1.1.95)
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Mr. Dana E. Elicker
COMPLETE MAILING ADDRESS
259 Hillcrest
Camp Hi 11, PA
Rd.
17011
FiRM NAME ilfApollcablel
TELEPHONE NUMBER
(717) 761-6978
1 Real Estate (Schedule A)
2 Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
$230,000.00
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OFFICIAL USE ONLY
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$114,975.33
$137,777.87
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(Schedule E)
6 JOintly Owned Property (Schedule F)
o Separate Billing Requested
Inter.vivos Transfers & Miscellsl'leOus NOIl-Pmbale Property
(Schedule G or L)
8, Total Gross Assets (total Lines 1-7)
(8)
$482,753.20
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(9)
(10)
$ 10,803.80
$ 186.56
9 Funeral E~pel'lses & Administrative Costs {SChedule H)
10 Debts of Decedent. Mortgage Liabilities. & Liens (Schedule I)
11 Total Deductions (lotal Lines 9 & 10)
12 Net Value of Estate (Line 8 minus Line 11)
(11)~ 10,990.36
(12) $471,762.84
(13)
13 Charitable and Governmental BequeslslSec 91 n Trusts tor which an election to tax has not been
made (Schedule J)
14 Net Value Subject to Tax (Line 12 minus Line 13)
(14)
$471,762.84
SEe INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15, Amount of Line 14 taxable at the spousal tax.
rale, or transfers under Sec, 9116 (a)(l.2)
x.O_ (15)
x.O_ (16) $ 21.229.33
x .12 (17)
x .15 (18)
(19) $ 21,229.33
16 Amount of Line 14 taxable at lineal rate
$471,762.84 (100%)
17 Amount of Line 14 taxable at sibling rate
'\ B Amount of line 14 taxable al collateral rate
19 Tax Due
200
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS
..-
801 N. Hanover St..
CITY
Carlisle
I STATE
PA
I ZIP 17013
Tax Payments and Credits:
1 Tax Due (Page 1 Line 19)
2 Credits/Payments
A Spousal Poverty Gredit
B. Pnor Payments
C, Discount
(1) $21,229.33
$19.000.00
$ 999.97
Total Credits ( A + 8 + C )
(2) $19. 999 . 97
3. InleresUPenally if applicable
D. Interest
E. Penally
TotallnteresVPenalty ( 0 + E )
4 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
A. Enler the Interest on the tax due,
(3)
(4)
(5) $ 1, 229 . 36
(5A)
5 If line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
8 Enter Ihe total at Line 5 + 5A. This is the BALANCE DUE. (58) $ 1. 229 . 36
Make Check Payable to: REGiSTER OF WiLLS, AGENT
.....';..1.i'1:1"''rt!1\';it.'M.~'t.lt''1.1tl~t~_"lli_II&lJ:::.._~~~,,L.IJJ.~~l:1l1'1,;'l!'!iJ'f'C'!"I!:'"""""",
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
2
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; or...,.
d. receive the promise for life of either payments, benefits or care?....
If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ,.
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?..
Did decedent own an Individual Retirement Account, annuity, or other non~probate property which
contains a beneficiary designation? .
Yes
.......................0
............0
.....................0
o
No
[j
[]
[]
[]
.0
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...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.
3
4
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urdar penal'.es of perjury, I declare that I have e~amlned thiS relurn, Including accompanying schedules al1d stalemel1ls, and 10 lhe best 01 my knowledge and beliel, il is IrLle, correct
and complete
Declaration 01 pre parer other than the personal representative is based on all information of which preparer has any knowledge
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
DATE
DATE
ADDRESS
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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 39116 (al (11) (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 PS. 39116 (al (11) (lIiI.
The statute does not exempt a !ransfer 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% 172 PS. ii9118(a)(1.2)].
The lax rate Imposed on the nel value of transters to or for the use of the decedent's Imeal beneficiaries is 4.5%, except as noted in 72 PS. 39116(1.2) [72 P.S. 39116(a)(I)1
The tax rate Imposed on the net vaiue of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 39116{a)(1.3)J. A sibling is defined, under Section 9102, as an
individual who has al Jeast one parent in common with the decedent, whether by blood or adoption,
, ,
Decedent's Complete Address:
STREET ADDRESS 801 N.
Hanover St.
CITY Carlisle I STATE PA I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) $21,229.33
$19,000.00
$ 999.97
Total Credits (A+ B + C)
(2) $19,999.97
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty ( 0 + E )
4. 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) $ 1,229. 36
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. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) $ 1, 229 . 36
Make Check Payable to: REGISTER OF WILLS, AGENT
~~~D;tNa4E"~'"" ~"~R"~flJ~r~I~~...Jre11~\)m.t,>'li~I~\~~ _,~~!;: ~"""''''''_ l.l ._1$T!~!~~~;/#"j;.'''WM_=
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... 0 !9
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 iU
0. retain a reversionary interest; or.......................................................................................................................... 0 iU
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 iU
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 iU
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 I8J
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 pe~ury, 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, correct
and complete.
Declaration rer other than the personal representative is based on all information of which preparer has any knowledge.
SIGN
259 Hillcrest Rd., Camp Hill, PA 17011
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
~ll.'IOO''I'!.IIr;;'!~~iDi! L'~-OOi!W'if_"""'" ~-, iJ ~-"''''''''"''l<l.~VJ\1I1 ml
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. 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 0% [72 P.S. 99116 (a) (1.1) (Ii)].
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 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. 99116(a)(I.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficianes is 4.5%, 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 12% [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.
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LAST WILL AND TESTAMENT
OF
EUGENE R. ELICKER
Date: ~/30/11_
{AJ;//If#VI J. 'SuVdt(
Jflh'1 II. 5wv~
LAST WILL AND TESTAMENT
I, EUGENE A. ELICKER, of Upper Allen Township, Cumberland
County, Pennsylvania, being of sound mind, memory and
understanding, do make, publish and declare this to be my last
Wi 11 and Testament, hereby revoki ng and making vo id all former
wills, codicils and other testamentary dispositions by me at any
time heretobefore made.
1.
I direct my executor, hereinafter namec, to pay as soon as
practicable after my decease all my just debts and the expense
of my last illness and burial.
2.
I give, devise and bequeath all the rest, residue and
remainder of my estate, whatsoever and wheresoever situate, unto
my son, Dana E. Elicker.
3.
Should my said son predecease me, then and in that event,
I give, devise and bequeath all of my said estate unto my
granddaughter, Danielle Lynn Elicker.
4.
I hereby nominate, corlstitute al~d a~poi~t ~y c~id 80n, Dan~
E. Elicker, executor of this my last Will and Testament. Should
my said son, Dana E. Elicker, fail to qualify or cease to act as
executor, I appoint my son, E. Robert Elicker, II, executor of
this my last Will.
5.
I appoint my daughter-in-law, Susan L. Elicker guardian of
any property which passes, either under this will or otherwise,
to a minor and with respect to which I am authorized to appoint
a guardian and have not otherwise specifically done so. Such
guardian shall have the power to use principal as well as income
from time to time for the minor's education, (including post
high school education) support and welfare, or to make payment
for these purposes, without further responsibility, to the
minor, to the minor's parent or to any person taking care of the
minor. Should my said daughtger-in-Iaw, Susan L. Elicker fail
to qualify or cease to act as guardian of said property, I
appoint my son, E. Robert Elicker, II, guardian of any property
which passes, either under this will or otherwise, to a minor as
set forth above.
IN WITNESS WHEREFORE, I, EUGENE R. ELICKER, the tresta tor
have hereunto set my hand and seal to this my last Will and
Testament this 30th cny of Septembe~f 1991.
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(SEAL)
.
Signed, sealed, published and declared by the above named
EUGENE R. ELICKER, as and for his last Will and Testament in the
presence of us, who, at his request and in his presence and in
the presence of each other have hereunto subscribed our names as
witnesses thereto.
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SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Eugene R. Elicker 2102-1115
All real property owned solely or as a tenant in common must be reported at fair market value, Fair market value is defined as tlle price at which property would be exchanged
t-e\\roeen a willllrg buyer ana a W'Il\'lng seller, neither being compelled to buy or sell, both having reasonable knowledge of the reJevant facts Real property whicl1 is jointly-owned
with right of
survivorshin must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1
Deed from Eugene R. Elicker and Rachel D. Elicker,
his wife, to Eugene R. Elicker dated September 6,
1991 and recorded October 1, 1991 in the Perry
County Recorder of Deeds Office in Deed Book 636,
Page 172. The said Eugene R. Elicker died October 11
2002 and was predeceased in death by Rachel D.
Elicker on November 21, 1998.
The attached legal description of said tracts of
land are corrected to conform with Orders of Court
of Judge Keith B. Quigley, Perry Court of Common
Pleas, 41st Judicial District of Pennsylvania,
entered on July 13, 1979. Said Orders arose out of
ejectment proceedings docketed No. 157 June 1973 Civi
and No. 75-372 Civil.
The real estate is valued in accordance with an
appraisal by Larry E. Foote, Certified General
Appraiser (GA-00014-Ll for the estate of Eugene R.
Elicker as of October 11, 2002. A copy which is
attached hereto.
$230,000
TOTAL (Also enter on line 1, Recapitulation) 5230,000
(If more space is needed, insert additional sheets of the same size)
Description of Real Estate
Tract 1
BEGINNING at a point on the summit of Berry Mountain at line of lands now or
late ofL. Henry Hillard; thence along the summit of Berry Mountain, South 850
42' West, 1238.5 feet to a point; thence continuing along the same South 860 55'
West, 1331.0 feet to a point at lands not or late of Good Engineering and
Construction Company; thence along same North 40 West, 2927.0 feet to a point
at lands now or late of John Clouser; thence along same south 89050' East, 977.5
feet to a point at lands now or late of John Hebel; thence along same South 140
15' East a distance of 580.5 feet to a point; thence continuing along same North
870 15' East, 1226.5 feet, to a point; thence continuing along same lands now or
late ofL. Henry Hillard, North 880 45' East the distance of 800.0 feet to a point at
line oflands now or late ofL. Henry Hillard; thence along same South 90 15'
West, 2338.0 feet to the point and place of BEGINNING.
CONTAINING One Hundred and Sixty Three (163) acres, more or less.
Tract 2
BEGINNING at stones in line ofland now or formerly of John W. Clouser thence
South 890 30' East 571 feet to stones; thence South 79030' East 405.3 feet to an
iron pin and stones; thence by land now or formerly of Henry Hillard South 9045'
East 369.25 feet to an iron pin and stones; thence by land now or formerly of
Eugene R. Elicker South 880 West 800 feet to stones; thence by land now or
formerly ofW. Evan Hebel north 140 West 534 feet to stones at the point of
BEGINNING.
CONTAINING nine (9) acres, more ofless, and is in accordance with a survey,
dated March 1968, made by Earl D. Palm, a registered surveyor.
BEING improved with a mobile home.
APPRAISAL REPORT
OF
A In-ACRE TRACT OF LAND
LOCATED AT
829 CHERRY ROAD
NEWPORT, PENNSYLVANIA
PREPARED FOR
THE ESTATE OF EUGENE R. ELICKER
AS OF
OCTOBER 11, 2002
BY
LARRY E. FOOTE
DIVERSIFIED APPRAISAL SERVICES
EAST HIGH STREET, SUITE 101
CARLISLE, PENNSYL VANIA
17013-3052
(717) 249-2758
COpy
SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS
LOCATION: 829 Cherry Road
Newport, Pennsylvania
TAX PARCEL NUMBERS: 030,029.00-029.000 and 030,039.00-003.000
DESCRlPTION: A I 72-acre tract of mountain land with a mobile home
with one-story frame addition.
PROPERTY RIGHTS: Fee simple interest.
SCOPE OF THE ASSIGNMENT: The scope of the assignment included an analysis of the
subject's area, an inspection of the subject property, an
estimation of the property's highest and best use,
consideration of all three approaches to value, and the
application of those relevant to the valuation of the
subject.
OBJECTIVE: To estimate the market value of the subject property as
unencumbered.
EFFECTIVE DATE: As of October 11,2002.
HIGHEST AND BEST USE: Continued use as a hunting camp.
COST APPROACH: N.A.
SALES APPROACH: $
INCOME APPROACH: N.A.
FINAL VALUE CONCLUSION: $
2
APPRAISAL CERTIFICATION
I hereby certifY that upon application for valuation by:
THE EST ATE OF EUGENE R. ELICKER
the undersigned personally inspected the following described property:
All those two certain pieces or parcels ofland situate in the Township of Buffalo, Perry
County, Pennsylvania, bounded and described as follows:
Tract No. I: Beginning at stone in line of lands now or formerly of Robert R. Stevens;
thence by lands now or formerly of said Stevens south 7.5 degrees West, 148.5 perches to a
stone at the top of Berry's Mountain; thence along the top of said mountain by lands now or
formerly of Kerwin, Kumler, Black, North 84.5 degrees West, 296 perches to a stone at lands
now or formerly of George Hebot; thence by lands now or formerly of said Hebot and lands
now or formerly of John D. Bogar & Sons, North 9.5 degrees East, 212 perches to stones at
comer oflands now or formerly of John Clouser; thence by lands now or formerly of John
Clouser, East 59.5 perches to a chestnut and white oak stump; thence by lands now or formerly
ofW.H. Hebel South 21 degrees East, 47.5 perches to a stone; thence by lands now or formerly
ofW.H. Hebel and Robert Stevens, South 84.5 degrees East, 165.5 perches to a stone, the place
of beginning. Less, however, outparcels of record, for a net area of 163 acres, more or less.
Tract No.2: Beginning at stones in line of land now or formerly of John W. Clouser;
thence South 89 degrees 30 minutes East, 571 feet to stones; thence South 79 degrees 30
minutes East, 405.3 feet to an iron pin and stones; thence by land now or formerly of Henry
Hillard South 9 degrees 45 minutes East, 369.25 feet to an iron pin and stones; thence by land
now or formerly of Eugene R. Elicker South 88 degrees West, 800 feet to stones; thence by
land now or formerly ofW. Evan Hebel North 14 degrees West, 534 feet to stones at the point
of beginning. Containing 9 acres, more or less, and being improved with a mobile home and a
one-story frame additi on.
To the best of my knowledge and belief the statements contained in this report are true
and correct, and that neither the employment to make this appraisal nor the compensation is
contingent upon the value reported, and that in my opinion the Market Value as of October II,
2002 is:
TWO HUNDRED THIRTY THOUSAND DOLLARS
$230,000
The property was appraised as a whole, subject to the contingent and limiting conditions
3
outlined herein.
4
L E. Foote
Certified General Appraiser
GA-OOOOI4-L
PURPOSE OF THE APPRAISAL
The purpose of this appraisal is to estimate the Market Value of the subject property as
of October It, 2002.
Market Value, as defined by the courts, is the most probable price estimated in terms of
money which a property will bring if exposed for sale in the open market, allowing a
reasonable time finding a purchaser who buys with knowledge of all the uses to which it is
adapted and for which it is capable of being used.
Frequently, it is referred to as the price at which a willing seller would sell and a willing
buyer would buy, neither being under abnormal pressure.
HIGHEST AND BEST USE
Highest and Best Use is defined by the Appraisal Terminology and Handbook,
published by the Appraisal Institute, as "the most profitable likely use to which a property can
be put". The opinion of such use may be based on the highest and most profitable continuous
use to which the property is adapted and needed, or likely to be in demand, in the reasonable
near future.
However, elements affecting value that depend upon events or a combination of
occurrences which, while within the realm of possibility, are not fairly shown to be reasonably
probable, should be excluded from consideration. Also, if the intended use is dependent on an
uncertain act of another person, the intention carmot be considered.
Based on the above definition and after seeing the site, neighborhood, and area, it is my
opinion that use of the subject as a hunting camp is its Highest and Best Use.
5
SITE DATA
ADDRESS:
829 Cherry Road
TOWNSHIP:
Buffalo
COUNTY:
Perry
STATE:
Pennsylvania
LOT SIZE:
Approximately 172 acres.
SEWERS:
On-site privately owned septic system.
WATER:
On-site privately owned spring.
ELECTRICITY:
Public utility.
ZONING:
None in this municipality.
DETRIMENTAL INFLUENCES
None. Pride of ownership is evident throughout the area.
DESCRIPTION OF THE SITE
The subject site consists of an irregular shaped tract of mountain land containing 172
acres, more or less. The topography of the site ranges from level to steep, and there does not
appear to be any drainage problems. According to the Federal Emergency Management
Agency map, the site is not located in an area which is prone to flooding.
In the absence of core boring, it has been assumed that there are no mineral deposits of
a commercial nature underlying the subject site. For the same reason, it is assumed that there
are no unusual sub-soil conditions that would adversely affect the subject site.
This tract of mountain land was timbered in 199]. Therefore, there does not appear to
be any significant value attributable to the trees on the site.
Access to the site is via a dirt road identified as Cherry Road, and visibility of the site
from this roadway is considered to be average. Public utilities at the site include electricity.
Water is provided by an on-site spring and sewage is disposed of by an on-site septic system.
6
DESCRIPTION OF THE IMPROVEMENTS
The subject improvements consist of a 1965 12-foot by 60-foot Marlette mobile home
with a one-story 12.5-foot by 18.5-foot frame one-room addition, constructed upon a partial
basement with concrete block walls and a concrete floor.
The exterior walls of the mobile home are of metal and the exterior walls of the addition
are of wood sheathing. Roofing is of the gable type, covered with shingles. The interior of this
dwelling is divided into a living room, kitchen, dining room, two bedrooms, family room and a
full bathroom with built-in tub and shower.
The building is heated by an oil-fired forced hot air central heating system and an
auxiliary woodbuming stove in the family room. Electricity is distributed by a modern circuit
breaker electrical system. All improvements are considered to be in average to good condition
on the interior and on the exterior, with mechanical systems appearing to be adequate and
functioning properly.
7
THE APPRAISAL PROCESS
Three approaches to value are generally included in an appraisal report. These
techniques include the cost approach, sales comparison approach, and income approach to
value.
The cost approach to value is based on the assumption that the reproduction cost of a
building plus land value, tends to set the upper limit to value. A key assumption is that a newly
constructed building would have advantages over the existing building, therefore an evaluation
focuses upon disadvantages or deficiencies (depreciation) of the existing building compared to
a new facility.
The sales comparison approach to value assumes that under normal conditions, a given
number of parties acting intelligently and voluntarily, tend to set a pattern from which value
can be estimated. Application of this approach relies on a comparison of the subject with a
sufficient number of recent transactions of comparable properties in the market, based on a
common unit, such as price per square foot of building area or price per acre.
The income approach concerns itself with present worth of the future potential benefits
of a property. The initial estimate involves the net income, which a fully informed person is
justified in assuming the property will produce during its remaining useful life. This estimated
net income is then capitalized into a value estimate, based upon the level of risk as compared
with that of a similar type and class.
Since the subject property consists of a large tract of mountain land with an older
mobile home the cost approach to value is not considered to be appropriate and similar
properties are not typically used as income producing properties. Therefore, in accordance
with the departure provision of the Uniform Standards of Professional Appraisal Practice, only
the sales comparison approach to value has been applied to the subject property and is
subsequently presented.
8
SALES COMPARISON APPROACH
In arriving at this conclusion of the value of the subject property, the appraiser made a
survey of properties that have sold in the area of the subject property.
Consideration was given and adjustments were made on each comparable sale as to
time of sale, size, location, as well as all other factors that might affect value. A resume of
some of the sales considered by the appraiser is as follows:
SALE NO. I:
Location:
Parcel No.:
Date of Sale:
Deed Ref.:
Sale Price:
Size:
Unit Price:
Grantor:
Grantee:
SALE NO.2:
Location:
Parcel No.:
Date of Sale:
Deed Ref.:
Sale Price:
Size:
Unit Price:
Grantor:
Grantee:
SALE NO.3:
Location:
Parcel No.:
Date of Sale:
Deed Ref:
Sale Price:
Size:
Unit Price:
Grantor:
Grantee:
Route 17, Tuscarora Township
260,042.00-030.000
October 4,2002
Book 1559, Page 249
$271,075
151.41 acres with a 384 square foot frame cabin in poor condition.
$1,790 per acre
Howard P. Trego, Jr.
Amos S. and Naomi F. Esh
Notch Road, Watts Township
280,062.00-051.000
May 30, 2001
Book 1374, Page 272
$150,000
112 acres with a 540 square foot frame cabin in average condition.
$1,339 per acre
Harold W. Grove
Gary W. and Chamette J. Wilt
Route 850, North East Madison Township
141,093.00-029.000
July 17, 2002
Book 1530, Page 119
$72,500
47.27 acres with a 432 square foot frame cabin with screened porch in
average condition.
$1,534 per acre
Melvin H. Bowman
Ronald L. Cree
9
The appraiser, in addition to the sales listed, also considered several additional sales in
arriving at his final opinion of value. On the Sales Comparison Analysis form that follows this
page are dollar adjustments reflecting market reaction to those items of significant variation
between the subject and comparable properties. If a significant item in the comparable
property is superior to, or more favorable than, the subject property, a minus (-) adjustment is
made, thus reducing the indicated value of the subject; if a significant item in the comparable is
inferior to, or less favorable than, the subject property, a plus (+) adjustment is made, thus
increasing the indicated value of the subject.
After making all of the necessary adjustments, it is the appraiser's considered opinion
that the indicated value of the subject property by the Sales Comparison Approach is $230,000.
]0
SALES COMPARISON ADJUSTMENTS
The appraiser has analyzed comparable sales and has developed dollar
adjustments, reflecting market reaction to those items of significant variation between
the subject and comparable properties. If a significant item in the comparable property
is superior to, or more favorable than the subject property, a minus (-) adjustment is
made, thus reducing the indicated value of the subject; if a significant item in the
comparable is inferior to, or less favorable than the subject property, a plus (+)
adjustment is made, thus increasing the indicated value of the subject.
SALE # I SALE #2 SALE #3
Sale Price $271,075 $150,000 $ 72,500
Land Size +24,700 + 72,000 +149,700
Improvements +19,000 +8.200 +10.400
Net Adjustment +43,700 +80.200 + 160,100
Indicated Value: $314,775 $230,200 $232,600
I]
SALE NO. 1:
Location:
Parcel No.:
Date of Sale:
Sale Price:
Size:
Unit Price:
SALE NO.2:
Location:
Parcel No.:
Date of Sale:
Sale Price:
Size:
Unit Price:
SALE NO.3:
Location:
Parcel No.:
Date of Sale:
Sale Price:
Size:
Unit Price:
SALE NO.4:
Location:
Parcel No.:
Date of Sale:
Sale Price:
Size:
Unit Price:
VACANT LAND SALES
E. Hominy Ridge Road, Juniata Township
100,044.00-048.000
February 7, 2002
$120,000
106.12 acres
$1,131 per acre
Boot Hollow Road, Saville Township
230,068.00-052.000
May 16,2002
$65,000
60.90 acres
$1,067 per acre
Millers Gap Road, Rye Township
220,167.00-013.001
July 31, 2001
$150,000
79.25 acres
$1,893 per acre
Route 4006, Tuscarora Township
260,043.00-043.000
October I, 200 I
$90,000
76.11 acres
$1,183 per acre
]2
CORRELATION
Correlation may be defined as "the bringing together of parts in a proper relationship."
The parts ofthis appraisal report are the following approaches to value your appraiser used:
Value Indicated by Cost Approach
Value Indicated by Sales Comparison Approach
Value Indicated by Income Approach
NA
$230,000
NA
These approaches are representative of the market value of the subject property. I have
carefully reexamined each step in each method, and I believe the conclusions accurately reflect
the attitude of typical purchasers of this type property in this neighborhood. It is my belief that
this reexamination has confirmed the original conclusions.
The Sales Comparison Approach was based on several recent sales of properties similar
to that of the subject, all of which are located in the same general area. The adjusted sales
prices are most consistent under comparison. This approach is the most reliable because it
reflects the reactions of typical buyers and sellers in the market.
Therefore, as a result of this appraisal and analysis, it is this appraiser's considered
judgment and opinion that the Market Value of the subject property, as of October I 1,2002, is:
TWO HUNDRED THIRTY THOUSAND DOLLARS
$230,000
13
UNDERLYING ASSUMPTIONS AND LIMITING
CONDITIONS SUBJECT TO THIS APPRAISAL
I. I assume no responsibility for matters legal in nature, nor do I render any opinion as to
the title, which is assumed to be marketable. The property is appraised as though under
responsible ownership.
2. The legal description used herein is correct.
3. I have made no survey of the property, and the boundaries are taken from records
believed to be reliable.
4. I assume that there are no hidden or unapparent conditions of the property, subsoil or
structures which would render it more or less valuable. I assume no responsibility for
such conditions or for engineering which might be required to discover such factors.
5. The information, estimates, and opinions furnished to me and contained in this report
were obtained from sources considered reliable and believed to be true and correct.
However, no responsibility for accuracy can be assumed by me.
6. This report is to be used in its entirety and only for the purpose for which it was
rendered.
7. Neither all nor any part of the contents of this report (especially any conclusions as to
value, the identity of the appraiser or the firm with which he is connected) shall be
reproduced, published, or disseminated to the public through advertising media, public
relations media, news media, sales media, or any other public means of communication,
without the prior written consent and approval of the appraiser.
8. This appraisal was prepared for the exclusive use of the client identified in this appraisal
report. The information and opinions contained in this appraisal set forth the
appraiser's best judgment in light of the information available at the time of the
preparation of this report. Any use of this appraisal by any other person or entity, or
any reliance or decisions based on this appraisal are the sole responsibility and at the
sole risk of the third party. The appraiser accepts no responsibility for damages
suffered by any third party as a result of reliance on or decisions made or actions taken
based on this report.
14
CERTIFICATE OF APPRAISAL
Your appraiser hereby certifies that:
I. The statements of fact contained in this report are true and correct.
2. The reported analyses, opinions, and conclusions are limited only by the reported
assumptions and limiting conditions, and are my personal, impartial, and unbiased
professional analyses, opinions, and conclusions.
3. I have no present of prospective interest in the property that is the subject of this report,
and no personal interest with respect to the parties involved.
4. I have no bias with respect to the property that is the subject of this report or to the
parties involved with this assigmnent.
5. My engagement in this assignment was not contingent upon developing or reporting
predetermined results.
6. My compensation for completing this assignment is not contingent upon the
development or reporting of a predetermined value or direction in value that favors the
cause of the client, the amount of the value opinion, the attainment of a stipulated result,
or the occurrence of a subsequent event directly related to the intended use of this
appraisal.
7. To the best of my knowledge and belief, the statements of fact contained in this
appraisal report, upon which the analyses, opinions, and conclusions expressed herein
are based, are true and correct.
8. This appraisal report sets forth all of the limiting conditions (imposed by the terms of
my assigmnent or by the undersigned) affecting the analyses, opinions, and conclusions
contained in this report.
9. This appraisal report has been made in conformity with the Uniform Standards of
Professional Appraisal Practice adopted by the Appraisal Standards Board of the
Appraisal Foundation, and is subject to the requirements of the Code of Professional
Ethics and Standards of Professional Conduct of the National Association of Realtors
Appraisal Section.
15
10. No one other than the undersigned prepared the analyses, conclusions, and
opinions concerning real estate that are set forth in this appraisal report.
~~S'94
Larry E. Foote
Certified General Appraiser
GA-000014-L
16
,.'
LARRY E. FOOTE
REAL ESTATE APPRAISER
EXPERIENCE:
I 979-Present: Chief Appraiser, Diversified Appraisal Services, Carlisle, Pa,
Principal Broker, LaRue Development Company, Carlisle, Pa.
1976-1979: Associate Broker, Colonial Realty, Carlisle, Pa
1972-1976: Realtor Associate, Jack Gaughen Realtor, Carlisle, Pa.
Appraisal experience included undeveloped land, farms, building lots, single-family dwellings, mobile
home parks, medical centers, nursing homes, motels, apartment buildings and complexes, office
buildings, service stations, veterinary clinics, rehabilitation centers, retail buildings, daycare centers,
warehouses, and manufacturing facilities.
EDUCATION:
Bachelor of Business Administration, Pennsylvania State University, 1976.
Associate Bachelor of Business Administration, Harrisburg Area Community
College, 1974.
Diploma, Carlisle Senior High School, 1965.
Certificate, Pennsylvania Realtors Institute, GR! I, GR! II, GR! 111.
Certificate, Realtors National Marketing Institute, CI 101, Cl102, CI 103, Cl104,
CII05.
Standards of Professional Practice, American Institute of Real Estate Appraisers.
Real Estate Appraisal Principles, American Institute of Real Estate Appraisers.
Residential Valuation, American Institute of Real Estate Appraisers.
Appraisal Procedures, Appraisal Institute.
Principles of Income Property Appraising, Appraisal Institute.
Case Studies in Real Estate Valuation, Appraisal Institute.
Report Writing and Valuation Analysis, Appraisal Institute.
PROFESSIONAL LICENSES:
General Appraiser #GA-OOOO 14-L, Commonwealth of Pennsylvania.
Real Estate Broker #RB-029729-A, Commonwealth of Pennsylvania.
PROFESSIONAL DESIGNATIONS:
GRI: Graduate of the Pennsylvania Realtors Institute, awarded by the Pennsyl-
vania Association of Realtors.
CRS: Certified Residential Specialist, awarded by the Realtors National Market-
ing Institute of the National Association ofReaItors.
CCIM: Certified Commercial Investment Member, awarded by the Realtors
National Marketing Institute of the National Association of Realtors.
PROFESSIONAL ORGANIZA nON AFFILIA nONS:
National Association of Realtors Appraisal Section.
Carlisle Association of Realtors.
Pennsylvania Association of Realtors.
National Association of Realtors.
Realtors National Marketing Institute.
17
.".,
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PAST CLIENTS:
Borough of Carlisle
Keystone Financial Mortgage
Cornerstone Federal Credit Union
Pennsylvania State Bank
Commerce Bank
Cumberland-Perry Association for Retarded Citizens
Carlisle Suburban Authority
Members I" Federal Credit Union
Pennsylvania National Bank
Evans Financial Corporation
Greenawalt & Company, CPA
Smith's Transfer Corporation
Carlisle Department of Parks and Recreation
Executive Relocation Services
Carlisle Area School District
Messiah Homes, Incorporated
ERA Eastern Regional Services
Pennsylvania Turnpike Commission
Chase Home Mortgage Corporation
Defense Activities Federal Credit Union
Pennsylvania State Employees Credit Union
PNC Mortgage Corporation
F&M Trust Company
National City Mortgage Corporation
Washington Mutual Home Loans, Inc.
Prudential Relocation Services
Lender's Choice
Market Intelligence, Incorporated
United Telephone Employees Federal Credit Union
Cumberland County Commissioners
Allstate Enterprises Mortgage Corporation
Dickinson College
PPG Industries, Incorporated
Gettysburg College
Redevelopment Authority of Cumberland County
Record Data Appraisal Services, Incorporated
First United Federal Savings Association
Fulton Bank
United States Marshall Service
GMAC Mortgage Corporation
Orrstown Bank
Letterkenny Federal Credit Union
BancPlus Mortgage Corporation
Coldwell Banker Relocation Services, Incorporated
Central Pennsylvania Savings Bank
Mellon Bank
Provident Home Mortgage Corporation
Various law firms and individuals
]8
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PHOTOGRAPHS OF THE SUBJECT PROPERTY
19
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20
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Eugene R. Elicker
FILE NUMBER
2102-1115
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.
OESCRIPTION
VALUE AT DATE
OF DEATH
New Momentum Annuity Policy # 2100049256
2.
Security Deposit Refund- Church of God Nursing Home
801 N. Hanover St.
Carlisle, PA
$ 99,760.00
$ 4,563.73
3.
Pre-Paid Funeral Policy # PNPA002417
American Founder's Life Administrative Services
$ 9,467.30
4.
PPL Refund- Balance remaining on prepaid electricity
for mountain cabin in Perry County
$
45.90
5.
Federal Income Tax Refund
$
$
429.00
709.40
6.
Overpayment Refund- Parthemore Funeral Home
TOTAL (Also enter on line 5, Recapitulation) $114, 975. 33
(If more space is needed, insert additional sheets of the same size)
. .
",RE\l-1509fX.11'97J~~
..~
COMMONWEALTH OF PENNS' LVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
Eugene R. Elicker
FILE NUMBER
2102-1115
ESTATE OF
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Dana E. Elicker
259 Hillcrest Road, Camp Hill, PA 17011
Son
B. Susan L. Elicker
259 Hillcrest Road, Camp Hill, PA 17011
Daughter-In-Law
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %Of DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed for joinUy-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 5/18/95 PNC Checking Account # 50-7009-9002 $ 16,849.52 33% $ 5,616.51
B. 11/7/97
2. A. 6/1/92 Wachovia Securities Acct. # 3021-7189
'Lehi9h Co. G.. Pur Auth Bonds C-524805J33 $ 9,949.06 50% $ 4,974.53
Lebanon Health Fac Auth Bonds C-522454BLO $ 14,099.20 50% $ 7,049.60
3. A. 9/27/95 Oppenheimer Strategic Income Fund Acct.2302303753211 $103,193.671 50% $ 51,596.84
4. A. 9/27/95 Oppenheimer PA Municipal Fund Acct. 7407400053284 $120,212.25 50% $ 60,106.13
5. A. 9/30/96 Lucent Technologies Stocks Acct. # 0005396700
116.008 Shares @ .58 (Close 10/11/02) $ 67.28 50% $ 33.64
6. A. 12/7/88 AT&T Stocks Acct. # 18333-5801
199.832 Shares @11.97 (Close 10/11/02) $ 2,931.99 50% $ 1,196.00
7. A. 6/11/92 Be11South Stocks Investor 10# 125402609815
613.1463 Shares @23.37 (Close 10/11/02) $ 14,329.23 50% $ 7,164.62
TOTAL (Also enter on line 6, Recapitulation) $ $137,777.87
(If more space is needed, insert additional sheets of the same size)
. .
~E\"1~' 1EX. 1'-"1)
- .
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECE ENT
FILE NUMBER
2102-1115
EST ATE OF
Eugene R. Elicker
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1. American Founder's Life Administrative Services $ 9,467.80
Pre-Paid Funeral- Policy #PNPA002417
2 . Headstone Engraving- Gingrich Memorials $ 95.00
B ADMINISTRATIVE COSTS
1 Personal Representative's Commissions
Name of Personal Representative (s) None
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City Stale Zip
Year(s) Commission Paid:
2 Attorney Fees Deed research and preparation $ 426.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant None
Street Address
City State Zip
Relationship of Claimanlto Decedent
4 Probate Fees + Short Certificates $ 377.00
5 Accountant's Fees
6 Tax Return Preparer's Fees Janice Atwood $ 80.00
7 Real Estate Appraisal- La.rry E. Foote, Appraiser $ 300.00
8. Filing of Deed- Perry County Recorder $ 39.50
9. Clean & Green Enrollment Transfer Fees $ 18.50
TOTAL (Also enter on line 9, Recapitulation) $10,803.80
(If more space is needed, insert additional sheets of the same size)
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REV-!ST2EX.(1-971
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
R~SIDENT DECEDENT
ESTATE OF
Eugene R. Elicker
FILE NUMBER
2102-1115
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Mobile X-Ray Imaging, Inc. Ambulance Transportation 9/2
5120 Lancaster Street
Harrisburg, PA 17111
$ 21.56
2.
PA Department of Revenue- State Income Taxes
$165.00
TOTAL (Also enter on line 10, Recapitulation) $ 186. 56
(If more space is needed, insert additional sheets of the same size)
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REV-151~EX.11-97)_~
. .~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Eugene R. Elicker
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
[ , TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Dana E. Elicker, 259 Hillcrest Rd.
Camp Hill, PA 17011
FILE NUMBER
2102-1115
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Son
AMOUNT OR SHARE
OF ESTATE
100'/,
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTiONS
1.
TOTAL OF PART n. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(It more space is needed, insert additional sheets of the same size)
STATUS REPORT UNDER RULE 6.1
Name of Decedent:
Date of Death:.
Will No.: 2/-~j//~ Aden. No.:
Pursuant to Rule 6.12 of the Supreme Corn10Chans' Cou~ Rules, I repo~ ~e
following wi~ respect to completion of the ad~stration of the above-captioned estate:
1. State whether a~stration of the estate is complete:
Yes
2. If~e ~swer is No, state when ~e personal representative reasonably believes
· at the a~i~s~ation will be complete:
3. ~the answer to No. 1 is Yes, state the follow~g:
a. Did the personal ~sentative file a ~al accost with ~e Co~?
Yes _ No
b. The sep~ate OCh~' Co~ No. (if any) for the person~ representative's
accost is:
c. Did the personal repj.~sentative state an account informally to the parties
in interest? Yes ~ No ['-]
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~r~ ~/~14~
C ....
Date: ~/~6/
Signature
Name
Address / -
:: .., Telephone No.
C%r~acity: ~'ersonal Renresentative
/--1 Counsel for personal representative
JRD/June 30, 1992/17858
[40V 0 g 2004
In Re: Estate of Eugene R Elicker : ORPHANS' COURT DIVISION
Late of Carlisle Borough : COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY
Estate No.: 21-02-1115 : PENNSYLVANIA
:
: NO. 21-02-1115
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Dana Elicker
Counsel for Personal Representative:
Date of Decedent's Death: 10/11/2002
Date of Delinquency Notice: 08/11/04
The undersigned, Glenda Famer~Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 11/08/04
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution: Personal Representative
Estate File
A heahng is scheduled for at in Cou~oom No. 3. If the~tatus Reao~ is filed prior to
the heahng date, the he~ing will automatically be cancel
Geo~~f~r~.J.
Glenda Farner Strasbaugh
Register of Wills & ~ One Courthouse Square
Clerk of the Orphans' Court Carlisle, Pa. 17013
Marjorie A. Wevodau (717) 240-6345
First Deputy FAX (717) 240-7797
Kirk S. Sohonage, Esquire
Solicitor OFFICES OF
egi t r of iliaill tgle of ®rp an¢ tgourt
December 21, 2004
Ms. Dana R. Elicker
259 Hillcrest Road
Camp Hill, PA 17011
IN RE: Estate of Eugene R. Elicker - 21-02-1115
Dear Ms. Elicker:
It has come to my attention as solicitor for the Office of the Register of Wills and Clerk
of the Orphans' Court in and for Cumberland County, Permsylvania, that the above estate
has failed to file a report of the status of administration as required by Pennsylvania
Orphans' Court Rule 6.12.
Subsection (f) of Rule 6.12 requires that the Register of Wills notify the Court in the
event the personal representative or counsel fails to file this notice after (10) days written
notice thereof. You have already received written notice of this delinquency by the
Register.
Kindly accept this letter as written notification that unless the required 6.12 Status Report
is filed with the Register of Wills Office within ten (10) days of your receipt of this
correspondence, I will be compelled to file a Motion for Sanctions for Failure to Comply
with Orphans' Court Rule 6.12. If required to do so, I will request that the Court grant
counsel fees and court costs to be assessed against the offending party.
Sincerely,~;~/~ ~
Kirk S. Sohonage
Solicitor