HomeMy WebLinkAbout02-0550PETITION FOR PROBATE and GRANT OF LETTERS
Estate of RICHARD L KABERLE No. ~~- oC~~~C ~ ~)~~~
also known as
_ To:
Register of Wills for the
Deceased. County of Cumberland in the
Soceal Security No. 186-28-3626
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are IS years of age or older an the execut or
in the last will of the above decedent, dated November 15 -named
and codicil(s) dated None ,g8 2001
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled a[ death in Cumberland
h >,s last family or principal residence at 1010 Robert S r County, Pennsylvania, with
~ a@t Rnrrn oh f T h Csburg,
(list street, number and muncipality)
Decendent, then 66 years of age, died June 2
at Holy Spirit Hos ital East Pennsboro Townshi Cum r d °~ 00 '
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: None
Decendent at death owned property with estimated values as follows:
Qf domiciled in Pa.) Al] personal property $_ Unestima ed
(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: 1010 Robert Street Brou h of $ Unestimated
Count Penns lv
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
therOn. (testamentary; administration c. t.a.; administration d.b. n.c.t.a.)
v
a g ~ Donald E. Kaberle
rov 610 Robert Street
~0. ec anics urg, PA 0 5
o --
A
~,
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 the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this // ~~ day of
k Sune ~ ptgc 2002
Register
orualeQ C :~a,~t,G
Donald E. Kaberle o'o
a
a
No. ~/-ao2-~S"~'o
Estate of x1cI~AxD I' • KABERLE ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
2002, in consideration of the petition on
AND NOW J
the reverse side hereof, satisfactory proof having bee Novemberbl5,e 2001
IT IS DECREED that the instrument(s) date
described therein be admitted to probate and filed of record as the last will of
and Letters 1'esca
are hereby granted to
Donald E. Kaberle
FEES o~
p~~~~et ers, Etc.......... $y«-~ s
Short Certtficates( ) .......... 5
Renunciation ................ ~ ~ O°
~~ G°
/ TOTAL _ So~.--
Filed .. k7.: (./, -.Q~ ................. .
ADDRESS
(717) 697-8528
PHONE
Mechanicsburg, PA 17055-0318
_~ "- ' `r~~ ion here ~,iven is correctly copied from an original certificate of death duly filed with me as
Io~'d 42er;t.lr I ~Thr o i u tl cr1 ificale will be forwarded ro the Stare Viral Records Olfice for permanent ding.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
er'r' [u' ~hi~ ten iliarrr. $l,U(r
P
IF6CERX
Cumberland
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LESeI Registrar
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COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL gECOROS
CERTIFICATE OF DEATH
~- 541E IaE NL
Richard L. Kaberle $`" Male SOL"`SEOVR1T NDMBER
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Dorothy Linn
Y~'8&"ert'~~ee1'~1aa`f;a'~ic"slSurg, Pa. 17oss
NI. NNMd Gm4Ny Cr•mMwY LCLRgN. Gy/knt SlMa Zy fiV•
Green Memorial Park Camp Hill, Pennsylvania 17011
Myers Funeral Home, Inc. 3T Easl Main Street Mechanicsburg, Pa 1]0
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LAST WILL AND TESTAMENT
I, RICHARD L. KABERLE, of the Borough of Mechanicsburg, County of Cumberland,
and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this as and for my Last Will and 'Testament, hereby
~ ~ revoking and making void all former wills and codicils by me at anytime heretofore made.
FIRST. I order and direct that all my just debts and funeral expenses be paid by my
Executor or Executrix, as the case may be, hereinafter named, as soon as conveniently may be
done after my decease.
SECOND. I give and bequeath all of my model train materials, including, but not limited
to, engines, cars, track, switches and all accessories related to model Lionel trains, unto my
brother, namely, DONALD E. KABERLE, absolutely, if he survives me.
THIRD. I order and direct that all the rest, residue and remainder of my Estate, real,
personal and mixed, whatsoever and wheresoever situated, be distributed and disposed of in the
following manner:
A. I give, devise and bequeath one-half of my said
residuary estate unto my sister, namely, DEANNA K. GATES,
absolutely and in fee simple.
B. I give, devise and bequeath one-half of my said
residuary estate unto my brother, namely, DONALD E. KABERLE,
absolutely and in fee simple.
LASTLY. I nominate, constitute and appoint my brother, DONALD E. KABERLE,
to be the Executor of this, my Last Will and Testament, but if for any reason he should fail to
qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and
appoint my sister, DEANNA K. GATES, to be the Executrix hereof, each and both to serve
LAW OFFICES
sNEL6AKER. without bond or other security as a condition of qualification hereunder.
BRENNEMAN
At SPARE
IN WITNESS WHEREOF, I, RICHARD L. KABERLE, have hereunto set my hand and
seal to this my Last Will and Testament, which consists of two (2) typewritten pages to each of
which I have affixed my signature this /5~ day of November, A.D. Two Thousand One
(2001).
-±~S~cc~~ r.~ ~~~ SEAL)
Richard L. Kaberle
The preceding instrument, consisting of this and one (1) other typewritten page, each
identified by the signature of the Testator, was on the date thereof signed, sealed, published and
declared by RICHARD L. KABERLE, the Testator therein named, as and for his Last Will and
Testament, in the presence of us, who, at his request, in his presence and in the presence of each
other, have subscribed our Names as witnesses hereto.
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
_Z_
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND
We, RICHARD L. KABERLE, RICHARD C. SNELBAKER and JANE J. GOONEY,
the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
Testator signed and executed the instrument as his Last Will and Testament and that he had
signed willingly, and that he executed it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the
Will as a witness and that to the best of his or her knowledge, the Testator was at that time
eighteen years of age or older, of sound mind and under no constraint or undue influence.
Testator
Witness
Wit ss
Subscribed, sworn to and acknowledged before me by RICHARD L. KABERLE, the
Testator, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANE J.
GOONEY, the witnesses, this ~5 +"~ day of November, 2001.
Notary Public
Notarial Seal
Susan L Zych, Notary Public
Maehenicsbury Bono, Ctxr~berlanA County
6dy CarrNSaton Expires Nov. 24, 2009
Paeoaadon of
LAW OFFICES
SNELBAKER,
BRENNEMAN
& SPARE
(E'
CERTIFICATION OF NOTICE UNDER RULE 5 6(a)
Name of Decedent: Richazd L. Kaberle, Deceased
Date of Death: June 2, 2002
No. 2002-00550
To the Register:
PA No. 2102-0550
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or
about June 24, 2002:
Name
Donald E. Kaberle
Deanna K. Gates
Address
610 Robert Street
Mechanicsburg, PA 17055
4606 South Clearview Drive
Camp Hill, Pa 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE.
Date: June 24, 2002
Richard C. Snelbaker, Esquire
44 West Main Street
Mechanicsburg, PA 17055-0318
(717) 697-8528
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TA%ES
DEPT. 280601
HARRISBURG, PA 1 ] 128-0601
RECEIVED FROM:
REV-iifi2 EXI11-9fi)
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 001563
SNELBAKER RICHARD C ESQUIRE
44 W MAIN STREET
MECHANICSBURG, PA 17055
IoIJ
ESTATE INFORMATION: ssrv: ias-28-as2s
FILE NUMBER: 2102-0550
DECEDENT NAME: KABERLE RICHARD L
DATE OF PAYMENT: 08/26/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/02/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ S30,000.00
TOTAL AMOUNT PAID:
REMARKS: RICHARD C SNELBAKER ESQUIRE
CHECK#108
INITIALS: AC
SEAL RECEIVED BY:
S 30, 000.00
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNGVLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 260fi0t
HARRISBURG, PA iJ128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 002244
SNELBAKER RICHARD C ESQUIRE
44 W MAIN STREET
MECHANICSBURG, PA 17055
loll
ESTATE INFORMATION: ssN: 1as-zs-aszs
FILE NUMBER: 2102-0550
DECEDENT NAME: KABERLE RICHARD L
DATE OF PAYMENT: 03/04/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/02/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 54,486.80
REV-1162 EXI11-961
TOTAL AMOUNT PAID:
REMARKS: RICHARD C SNELBAKER ESQUIRE
CHECK#120
INITIALS: JA
SEAL RECEIVED BY:
S 4, 486.80
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF
PENNSYLVANIA
DEPARlMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
\"1 - loCI - \3
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAl USE ONLY
",,/
REV-1500 EX (6-00)
I .
FILE NUMBER
21
02 _ _055<1- __
YEAR NUMBER
COUNTY CODE
CECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
!z Kaberle, Richard L
~ DATE OF DEATH (MM-DD-YEAR) D!\TE OF BIRTH (MM-DD-YEAR)
UJ 06/02/2002 7/30/35
()
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Cl
SOCIAL SEOJRITY NUMBER
186-28-3626
THS RETURN MUST BE FILEDIN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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D4
[2{]6
D9
Lirn ited Estate
Decedent Died Testate (Attach copy of Will)
Litigation Proceeds Received
D 2. Supplemental Return D 3 Remainder Return (date 01 death prior to 12-13-82)
D 4a. Future Interest Compromise (date of death after 12-12-82) D 5 Federal Estate Tax Return Required
D 7 Decedent Maintained a Living Trust (Attach copy of Trust) ~ 8, Total Number of Safe Deposit Boxes
[] 10. Spousal Poverty Credit (dale of death between 12_31_91 and 1"1-95) D 11. Election to tax under See, 9113(A) (Attad1 Sch 0)
Original Return
....
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~
8
nlls SECTION MUST BE COMP~"TeD, A~~ CORRESPONOENCEANOCONFIOErmAL TAX INFORMATlON.SliOU~OBE DIRECTED TO,
NAME COMPLETE MAiliNG ADDRESS
Richard C. Sne1baker
FIRM NAME (If Applicable)
Sne1baker Brenneman & S are
TELEPHONE NUMBER
P.C.
44 West Main Street
Mechanicsburg, PA 17055
(717)
697-8528
Real Estate (Schedule A) (1) 116,000.00
2 Stocks and Bonds (Schedule B) (2) 20,558.47
3 Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0.00
4 Mortgages & Notes Receivable (Schedule D) (4) 0.00
5 Cash, Bank Deposits & Miscellaneous Personal Property 126,641.89
(Schedule E) 15)
Z 6 JOintly Owned Property (Schedule F) 16) 0.00
0 o Separate Billing Requested
i=
~ InterNivos Transfers & Miscellaneous Non-Probate Property (7) 75,008.87
:::J (ScheduleG orL)
~
ii: 8 Total Gross Assets (total Lines 1-7) (8)
<(
() 36,755.57
UJ 9 Funeral Expenses & Administrative Costs (Schedule H) (9)
0::
10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 110) 1,563.67
11 Total Deductions (total Lines 9 & 10) (11)
12 Net Value of Estate (Line 8 minus Line 11) (12)
13 Charitable and Governmental Bequests/See 9113 Trusts for lNhich an election to tax has not been
made (ScheduleJ) (13)
14 Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15 Amount of Line 14 taxable at the spousal tax 0.00
z rate, or transfers under See 9116 (a){1 .2) x,OiJ_(15)
0
;:: 16 Amount of Line 14 taxable at lineal rate 0.00 x04~(16)
"
....
:J 299,889.99
"- 17 Amount of line 14 taxable at sibling rate x 12 117)
"
0 0.00
0 18 Amount of Line 14 taxable at collateral rate x 15 (18)
><
" 19 Tax Due
.... (19)
OFFiCIAl USE ONLY
338,209.23
38,319.24
299,889.99
0.00
299,889.99
20
[Z]
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
0.00
0.00
35,986.80
0.00
35,986.80
> > BE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
2W46451000
Deced,ent's Complete Address:
STREET ADDRESS
1010 Robert Street
Mechanicsburg Boro, Cumberland
CITY I STATE I ZIP
Mechanicsburg FA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B Prior Payments
C. Discount
(1)
35,986.80
0.00
30,000.00
1,500.00
3 Interest/Penalty if applicable
D. Interest
E_ Penalty
Total Credits (A + 8 + C) (2)
31,500.00
0.00
0.00
Total Interest/Penalty (D + E) (3)
0.00
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
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
4,486.80
A. Enter the interest on the tax due
(SA)
0.00
B. Enter the total of Line 5 + 5A.
(58)
4,486.80
. REG5TER OF
AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE 8LOCKS
1. Did decedent make a transfer and:
Yes
No
IX]
IX]
IX]
IX]
IRJ
IRJ
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. [Z] D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best 01 my knowledge and belief. it is true, correct
and compiete
Declaration of preparer other than the personal representative is based on all informalionofwhich preparerhas any knowledge
a, retain the use or income of the property transferred:. . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income;.
c. retain a reversionary interest; or ... . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after 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
D
D
D
D
D
D
3.
4.
SIGNATURE OF PERSON RESP
exdd t
CO ESS
DATE
3 3 03
61
SIGNA
Rob
F
Street, Mechanicsburg,
T
Main Street P.O. Box 18
FA 17055
PA 17055
DATE
A S
West
3 3
03
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, 9 9916 (a) (1 1) (i)J
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, S 9116 (a) (1.1) (ii)]
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a lax 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 im posed 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, S 9116(a)(1 .2)J
The tax rate imposed on the net value of transfers to orforthe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 p_s 89116(1.2) [72 PS 89116(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, S 9116(a)(1 ,3)J 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
2W46461.000
. REV-1502EX+(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
Kaberle, Richard L
FILE NUMBER
21-02-0550
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged
between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the reievant facts. Real property which Is Jointly-owned with
right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1. Property known
Mechaniosburg,
value (copy of
DESCRIPTION
VALUE AT DATE
OF DEATH
116,000.00
and numbered as 1010 Robert Street, Borough of
Cumberland County, Mechanicsburg, PA 17055, sale
settlement sheet attached)
2W46952,OOO
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
116,000.00
--.
A.
U. S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
B.
TYPE OF LOAN
T.A. of Harrisburg, LLP
4775 Linglestown Road
Harrisburg, Pennsylvania 17112
717-671-6715 fax: 717-671-6718
I. [J FHA 2. D FMHA 3.~] CONY. UN INS.
4. r-] V A S. [] CONV. INS.
7. Loan Number:
6. FileNWllber:
HAR125-1501
8. Mortgage Ins. Case No.:
-C.-NOTE.:-rJiiSjorm is furniShed togive youa siaiemento/acii"i seiiiement costs. Amoun-iiijaid to an,{by thesettfement agentare -shown~-items marked
(p,o.c.) were paid outside the closing. They are shown here/or informational purposes Q!!..r{'!.re not included in the totals. _ _~_________
-D. Borrower: Roger W. Crowl
-E.Sellef:---- Richard L. !(aberle, Estate
Countrywide Home Loans, Inc.
4830 Carlisle Pike
Mechanicsburg, Pennsylvania 17055
~~'--fOTo Robert Street
Mechanicsburg, Cumberland County, Pennsylvania 17055
Mechanicsburg Borough
Lot 52, Orchard Crest, Section B, Book 10, Page 24 Cumberland County, Pennsylvania__~__
T .A. of Harrisburg, LLP
4 77 5 Linglestown Road, Harrisburg, Pennsy Iva.Ilia. !?.1!2__. Da~hin Cou.!'!)'___ _ _~_ __
October II, 2002
F. Lender:
G. Property:
H. Settlement Agent:
Place of Settlement:
I. Settlement Date:
--...---..--- ---~~_. ---~ ----
J. Summary of Borrower's Transaction K. Summary of Seller's Transaction
100. Gross Amonnt Due From Borrower: 400. Gross Amount Due To Seller:
--i'i)"l. Contract Sales Price 401. Contract Sales Price . ...-.-........-..". .".. -...
116,000.00
----.. ..---- 402. Personal Property
.lQLJ',,!~o~lP.!operty _ .___
103. Settlement Charees to Borrower (line 1400) 4,033.79 403.
_..._--.__.__.__._._..._._..~-----
__~ Adlu.tm"llt. for Items Paid by Seller in Advance: . _~_dju~tlllellt'.ro!lt~~~P-"i(I-'!r.S..!ler in ,\d"a
_.!QLc;il}'i Town Taxes ---.---.- --~_._~- ..~_. .iO~,_c;il}'/!owlllax-""nn__._ .. -" .--------
107. County i Parish Taxes Oct 11, 2002 thru Dee 31, 89.47 407. County i Parish Taxes Oct 11, 2002 thru Dec 31,
2002 2002
10TSch",,! Taxes Oct 1.!,,?002 thru Jun 30, 2003 --~._-_. ---
960.75 408. School Taxes Oct 11, 2002 thru Jun 30, 2003
109,__Sewerrrrash Oct II, 2002 thru Dee 31, 2002 59.54 409. Sewerrrrash Oct 11, 2002 Ihru Dec 31 ,--~OL
-- --~-_.-
120. Gross Amonnt Due from Borrower: 121,143.55 420. Gross Amount Due to Seller:
- ----
-..--..--- ..._._--"..--._.._-----...._.._-~-~------._------
200. Amounts Paid b~ in Behalf of Borrower: 500. Reduction. in Amount Due to Seller: --
n 201. D"l'osit i Eamest Monev 2,500.00 501. Ex_~ess !?~~it (see instructions)
202. Principal Amount of New Loaf!. 91,000.00 502. Settlement Charees to Seller (Line 140_0).
..---..----.---
203. Existing Loan(s) -- ------ 503. Existing LOanist~___
.-----...--, ___._n......__. -
204. 504. Pll}'<>ff of First Mortgage to
205. ------"-- ..___._n____ 50S. Payoff of Second Mortgage to -------.
__. ..._____.________ _u" _-.~--- --
206. __ 506:_f~rchase Money Mortgage to _______
___ Adjustments for Items Unpaid bv Seller: Adjustments for Items Unpaid 1>r.~..!I.,..~__
J1_Q:..(;ity i Town Taxes 510. City / Town Taxes
211. County i Parish Taxes 511. Counlll Parish Taxes on_ ..... .--.----
212. School Taxes 512. School Taxes ----
-_.-._---~-._._..._._-~-----
220. Total Paid by i for Borrower: 93,500.00 520. Total Reductions in Amount Due
Seller:
~~---_._------_.._.....~----- -- --
Cash at Settlement from I to Borrower: 600. Cash at Settlement to I from Seller: -.---.....-..-.--
300.
301. Gross Amount due from Borrower (iine 120) 121,143.55 601. Gross Amount due t,,--Seller.(line .4:2,0)__ _-.::::~
302. Less Amount Paid by/for Borrower (line 220) 93,500.00 602. Less Reductio~!..~_mount due Seller (line _~20) _
303. Cash From Borrower: $27,643.55 603. Cash To Seller:
.---.--...-- ..__.______m______ ---.-- ...- --.- ----------
. IlMQO.O.o
nee:
89.47
960.75
-- --- ----.- ..---
59.54
n 117,109.76
8,70880
8,708.80
_!l7,109.76
8,70~80
$108,400.96
I have carefully reviewed the HUD-I Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and
disbursements made on my account or by me in this transaction. I further certifY that I have received a copy ofHUD.1 Settlement Statement.
Borrower: ,.P ~e,J-7----~
-~CrowI
SeHer:
Qt2v.1lE~f...L ~~~ . )_~..4-' ...
Richard L. Kaberle, Estate
tement which I have prepared is a true and accurate account of this transaction. I have caused or will cause the funds to be disbursed
ment.
Settlement Agent: Date: October 11, 2002
b ab K B . File No.: HAR125-1501
e or . oClan T A K225859
WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can
include a fine or imprisonment. For details see: Title 18 U.S. Code Section 100 I and Section 10 to.
HUD-I July 2001
October 11, 2002 8:41 AM
OMB No. 2502-0265
RESPA handbook 4305.2
;
~
File Number: HAR125-1501
T A K225859
Settlement Date:October 11,2002
L. Settlement Charges
700. Total Sales / Broker's Commission:
Based on Price $116,000.00 is $6,960.00
Division of Commission as follows
. 70L]~505.bo to RElMAX Realty Associates ~~--....==~
.702.3,455.00 to RElMAX Realty Professionals _._... ._.
703. Commission Paid at Settlement
.7ofj:>~ Preparationto Snelbaker, Brennernan-.\i.Sl'are, P.C" (POC$O.OO) .-::==_~~==:~
~5. TransactionIProcessing Fee to RElMAX Realty Associates .___. ___.~____ _,_____
706. Processing Fee to RElMAX Realty Professionals
~~~o. Items Payable in Connection with Loan: .._. ..____. ___
801.~oan O~~ation, Fee to Countrywide Home Loans, Inc. __.__
8oi" L~~n Discount to Countrywi~_Home ~oans,_L~~~_----===-=-----~------
_~93~Q.2T~!~_al Fee__to Countrywide Home Lo~!}_s. Inc. __._,____.,___.____
_8g~~ Credit Report to_ Landsaf~______,.________.__ _____
8Q5. L~n_4er's Inspection F~~___,._____.,_______ .____.________..__
_?Q_? Mort_g:age Ins.':lTanceApplication~_u___._______'______________'___--- --
_897~_l\ssun.:!p_tion F_~_______________._______________ ...______ .----------- ------
?9~~a_x_ Servic~Sontrac~..!:..ee to Countrywide Tax~~rvice __ _________n ,,_ __~ ___ __29.0Q
809. Flood Certification to Landsafe 25.00
=~!Q. Document P-reparation to Countrywide Home Lotins, Inc. - ~- " ---- 350.00
900. .Items Required by Lender to be Paid in.Advanc~:.__. ....____.__ _.~_..
901. Interest from Oct II, 2002 to Nov 1,2002 @ 14.9589/ day ___._._. ____._ _ ____314.16
~2[~-=J0ortg.!!ge Insura~e Prem!.~___..____ .~. _..__~____n___
903. Hazard Insurance Premium
-904. Flood Insurance Pren1i~~'---'----- --.--.-------- -- .
-~ .----- _._-~-
. 1000. _Reserves Deposited with Lender: _.. ..._...__. _
100LHazardlnsurance 3 months @ 23.17 permollth .______
_JQO~.Mortg~geInsu~ce ___________.__ ____
1003.,CityProp~es_.._....m__. _.__.. .__ __._
..1 004. County Prop~ Taxes 10 months..@. 33.19"per month ___.
)(JQ5..School Taxes 6 mo.~ths @ I !3.38 p", month _.
.1 099. Aggregate Accounting Adjustment
.!l00. Title. Charges.:..
__1 I_Q!. Settl~ent or GIosing Fe~_ ________
1102. Abstract or Title Search
--lf63. TitlCExamination .-.--------
1104. Title Insurance sfrlaer--- - -.------
II_Q_5. Document Prepara!!~I!.__-=-~:"--===~ _n_'_ ___
_UQ~~Fees to I?~borahK.!!~cian_ __
1107. Attorney Fees
(iflcludes ab~ye item numbers: _________
1108-:-fiife'lnsurance to.T.A. of Harrisburg, LLP
(includes above item numbers: 110 I-II 04
'1109:. Lender's Coverage . 91 ,000.06-~skPiemiU;;;--'''------o.OO'-
.111():::Owne~s Cov",age-:'. ._ fI6:000~QQ..---.B,~~.1'rerniiim 938.75
..ll!L Endorsements: 100, 300, ~.I to T.~of Harrisburg, LLP
J)12~ClosinK_~ervice Leg~__to T.A. Title Insurance Cs>mpany
1113~vernight - pkg to T.A. Title Insuranc"Company
.g.OI),. Government Recordi!,!: and Transfer Charges:
1201. Rec.ording Fees: . __1)"""---_~8.50 Mortg~g"
.1202. City/County tax/stamps: De,,-d I, 160.0(J.._ Mortgage
1203. State tax/starn!",.. Deed 1,160.00 Mortgage
1204.
120s.--------.-.--.
- .-
.l3.00. Additional Settlem""t Charges:
J3(JIJ'u!".eL.. . .___.___
J}2~Yest Inspection ____~_
11<JL.l:Iome J[arran'LtoA.H.S.__
130i...Sewerrrrash to~orough of Mechanicsburg
-paidf::m I
Borrower's
Funds
at
Settlement
Paid from
Seller's
Funds
at
Settlement
6,960.00
125.00
75.00
35.00
69.51
331.90
u680~i8
-341.31
15.00
..--~---- ------
12.00
938.75
150.00
-------
35.00
15.50
61.50
0.00
0.00
Releases
0.00
90.00
1,160.00
1,160.0(J
~ Roger W. Crowl
=~_.. -.-- - ~~- .~~:~~
_ $4,033.791.__ $8,708.80
1400. Total Settlement Charges (Enter on line 103, Section J and line 502, Section K)
Borrower Initials:
Seller Initials:
_ Richard L. Kaberle, Estate
HUD-I July 200 I
October 11, 2002 8:41 AM
OMS No. 2502-0265
RESPA handbook 4305.2
REV-1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERrrANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
Kaberle, Richard L
FILE NUMBER
21-02-0550
All property jointly-owned with right of SUl'\Ii\lOfShip must be disclosed on Schedule F.
ITEM
NUMBER
CESCRIPTION
United states Savings Bond, Series EE, face value 200.00,
issue date 7/1991
VALUE AT DATE
OF DEATH
186.08
2 United States Savings Bonds, Series EE (72 bonds) and Series E
(71 bonds), registered as Richard L. Kaberle Payable on Death
to Marlin E. Kaberle (see attached list for specific
information)
13,630.19
3 United States Savings Bonds, Series HH (total of 3), face
value of $1,000.00 each
3,000.00
4 Prudential Financial, Inc., 108 shares of common stock valued
at $34.65 per share
3,742.20
2W46961QOO
TOTAL (Also enter on line 2, Recapitulation) $
(If more space 'is needed; insert additional sheets of the same size)
20,558.47
Savings bond invent. kaberle r.xls
i ESTATE OF RICHARD L. KABERLE
U.S. SAVINGS BONDS
INVENTORY I
I I
*** Note: All the followin" savin"s bonds are reaistereo
TO: Richard L. Kaberle
P.O.D. TO: Marlin E. Kaberle
Face Bond Certificate I Issue
No Amount Series Number I Date
1 25.00 Series "E" Q6419707498E : Oct. 71
2 25.00 Series "E" Q641970749ge Nov.71
3 25.00' Series "E" Q6419707500E Jan.72
4 25.00 Series "E" Q6419707501E'-- , Feb.72
5 25.00 Series "E" Q6419707502E I Mar.72
6. 25.00 Series "E" Q6419707503E I May.72
7 25.00 Series llE" Q6419707504E I Jun.72
8 25.00 Series liE" Q6419707505E I Aug.72
9. 25.00 Series "E" Q6419707506E . Sep.72
10 25.00, Series "E" Q6419707507E Oct.72
11 25.00 Series "E" Q6419707508E Dec.72
12 25.00 Series "E" Q6419707509E . Jan.73
13 25.00 Series "E" Q6419707510E Mar.73
14 25.00 Series "E" Q6419707511E Apr.73
15 25.00 Series "E" Q6419707512E May.73
16 25.00 Series "E" Q6419707513E Jul.73
17 25.00 Series "E" Q6419707514E Aug.73
18 25.00 Series "E" Q6419707515E Sep.73
19 25.00 Series "E" Q6414707516E Nov.73
20' 25.00 Series "E" Q6419707517E Dec. 7 3
21 25.00 Series "E" Q6419707518E Feb.74
22 25.00 Series "E" Q6419707519E Mar.74
23 25.00 Series "E" Q6419707520E Apr.74
24 25.00 Series "[" Q6419707521E Jun.74
25 25.00 Series "E" Q6419707522E Jul.74
26 25.00 Series "E" Q6419707523E Aug.74
27' 25.00 Series liE" Q6419707524E Oct-74
28 25.00 Series "E" Q6419707525E Nov.74
29 25.00 Series "E" Q6419707526E Jan.75
30 25.00 Series "E" Q6419707527E Feb.75
31 25.00 Series "E" Q6419707528E I Mar.75
32 25.00 Series "E" Q6419707529E I May.75
331 25.00 Series "E" Q6419707530E , Jun.75
341 25.00 Series "E" Q6419707531E Aug.75
35, 25.00 Series "E" Q6419707532E Sep.75
36 25.00, Series "E" Q6419707533E Oct.75
37, 25.00 Series "E" Q6419707534E Dec. 7 5
38 25.00 Series "E" ,Q6419707535E , Jan.76
39; 25.001 Series "E" 106419707536E I Feb.76
Page 1
Savings bond invent. kaberle r.xls
ESTATE OF' RICHARD L. KABERLE
U.S. SAVINGS BONDS
1 INVENTORY
I
*** Note: All the followinCl savinCls bonds are reClisterec
TO: Richard L. Kaberle
P.O.D. TO: Marlin E. Kaberle
F'ace Bond Certificate Issue
No Amount Series Number Date
40 25.00 Series "E" Q6419707537E Apr.76
41 25.00 Series "E" Q6419707538E May.76
42 25.00 Series "E" Q6419707539E Jul.76
43 25.00 Series "E" 'Q6419707540E Aug.76
44' 25.00 Series "E" Q6419707541E Sep.76
45 25.00 Series "E" Q6419707542E Nov.76
46 25.00 Series "E" Q6419707543E Dec.76
47 25.00 Series tiE" Q6419707544E Jan. n
48, 25.00 Series "E" Q6419707545E Mar.n
49 25.00 Series "E" Q6419707546E Apr.n
50 25.00 Series "E" Q6419707547E Jun. n
51 25.00 Series "E" Q6419707548E Jul.n
52 25.00 Series "E" Q6419707549E Aug.n
53 25.00 Series "E" Q6419707550E Oct.n
54 25.00 Series "E" Q6419707551E Nov. n
55 25.00 Series "E" Q6419707552E Dec. n
56 25.00 Series "E" Q6419707553E Feb.78
57 25.00 Series "E" Q6419707554E Mar.78
58 25.00 Series "E" Q6419707555E May.78
59 25.00' Series "E" Q6419707556E Jun.78
60 25.00 Series "E" Q6419707557E Jul.78
61 25.00 Series "E" Q6419707558E Sep.78
62, 25.00 Series "E" Q6419707559E Oct.78
63 25.00 Series "E" Q6419707560E Dec.78
64 25.00 Series "E" 'Q6419707561E Jan.79
65 25.00 Series "E" Q6419707562E Feb.79
66 25.00 Series 'tE" Q6419707563E Apr.79
67 25.00, Series "E" Q6419707564E May.79
68 25.00 Series liE" Q6419707565E Jun.79
69 100.00 Series "Ell C2118542289E Aug.79
70 100.00 Series "E" C2118542290E Nov.79
71 100.00 Series "E" C2118542291E Jan.80
72 50.00 Series "EE" L2697532nEE Jun.86
731 50.00 Series "EE" L269825783EE Jul.86
741 50.00 Series "EE" L269902308EE Aug.86
75 50.00 Series "EE" L269976168EE Sep.86
76 50.00 Series "EE" L279380230EE Oct .86
n, 50.00 Series "EE" L279455361EE Nov.86
78. 50.00 Series "EE" I L291199076EE , Dec.86
Page 2
Savings bond invent - kaberle r.xls
ESTATE OF RICHARD L. KABERLE
U.S. SAVINGS BONDS
1 INVENTORY
I \
*** Note: All the followinn savinns bonds are reaistereo
TO: Richard L. Kaberle
P.O.D. TO: Marlin E. Kaberle
\
Face Bond i Certificate Issue
No Amount Series Number Date
79 50.00, Series "EE" L314024203EE Jan.87
80' 50.00' Series "EE" L287347310EE Jan-87
81 50.00 Series "EE" L316770689EE Feb-87
82 50.00 Series "EE" L316975895EE Mar-87
83' 50.00 Series "EE" L327680410EE Apr-87
84i 50.00 Series "EE" L327878780EE May-87
85 50.00 Series "EE" 'L335535100EE Jun-87
86 50.00 Series "EE" L335742425EE Jul-87
87 50.00 Series "EE" L338219597EE Aug-87
88 50.00i Series "EE" L338436755EE Sep-87
89 50.00 Series "EE" L338651644EE Oet-87
90 50.00 Series "EE" L349687896EE f Nov-87
91 50_00 Series "EE" L349903174EE Dee-87
92 50.00 Series "EE" L350117397EE Jan-88
93 50.00 Series "EE" L356943622EE Jan-88
94 50.00 Series "EE" L357149867EE Feb-88
95' 50.00! Series "EE" L357355451EE Mar-88
96 50.00 Series "EE" L372919795EE Apr-88
97 50_00 Series "EE" L373121545EE May-88
98 50.00 Series "EE" L373316855EE Jun-88
99 50.00 Series "EE" L381274347EE Jul-88
100 50.00 Series "EE" L381455436EE Aug-88
101 50.00 Series "EE" L397066917EE Sep-88
102 50.00 Series "EE" L397240908EE Oet.88
103' 50.00 Series "EE" L400210205EE Nov-88
104 50.00 Series "EE" L400382723EE Dee-88
105 50.00 Series "EE" L400554983EE Dee-88
106 50_00 Series "EE" L400724575EE Jan-89
107 50.00 Series "EE" L400895828EE Feb-89
108 50.00 Series "EE" L401062779EE Mar-89
109 50.00 Series "EE" L401228275EE Apr-89
110, 50_00' Series "EE" L401402386EE May-89
1111 50.00 Series "EE" L414533961EE Jun-89
112\ 50.00 Series "EE" L414686616EE Jul-89
1131 50.00 Series "EE" L434900884EE Aug-89
1141 50.00 Series "EE" L435050264EE Sep-89
115i 50.00 Series "EE" L435198784EE Oet-89
116T 50.00 Series "EE" L436383700EE Nov-89
117' 50.00 Series "EE" L436533116EE i Dec-89
Page 3
Savings bond invent - kaberle r.xls
ESTATE OF RICHARD L. KABERLE
U.S. SAVINGS BONDS
INVENTORY I
I
*** Note: All the followina savinNs bonds are reaistereCJ
TO: Richard L. Kaberle
P.O.D. TO: Marlin E. Kaberle
Item #1 thru #146 found in Safe Deposit Box
\
Face Bond Certificate 1 Issue
No, Amount Series Number Date
118 50.00 Series "EE" L436680016EE Dec-89
1191 50.00 Series "EE" L436823229EE Jan-90
120 50.00 Series "EE" L455251833EE Feb-90
121 5000 Series "EE" L455394392EE Mar-90
122 50.00 Series "EE" L455531123EE Apr-90
123 50.00 Series "EE" L455670567EE May-90
124 50.00 Series "EE" L460042104EE Jun-90
1251 50.00. Series "EE" L460173108EE Jul-90
1261 50.00 I Series "EE" L460297619EE Aug-90
1271 50.00 I Series "EE" L460421744EE Sep-90
128 100_00\ Series "EE" C287363031EE Mar-91
129 100.001 Series "EE" C296634760EE May-91
130' 100.00' Series "EE" C313045352EE Jul-91
131 100.00 Series "EE" C313714449EE Sep-91
132 100.00 Series "EE" C314365731EE Nov-91
133 100.00 Series "EE" C315004439EE Dec-91
134 100.00 Series "EE" C346766702EE Feb-92
135 100.00 Series "EE" C356890143EE Jun-92
136 100.00 Series "EE" C347435081EE Apr-92
137 100.00 Series "EE" C357552519EE Aug-92
138 100.00 Series "EE" C286750603EE Jan-91
139 100_00 Series "EE" C278128883EE Nov-90
140 100.00 Series "EE" C726864730EE Apr-80
141 100_00 Series "EE" C726864731EE May-80
142 100.00 Series "EE" C726864732EE Jul-80
143 100.00 Series "EE" C260959166EE Oct-90
144 1,000.00, Series "HH" M8088572HH Aug-O 1
145 1,000.00 Series "HH" M8088571HH Aug-01
146 1,000.00 Series "HH" M8088570HH Aug-01
i
The following savings bond was individually I
registered to "Richard Kaberle" !
147 200.00 Series "EE" R73444665EE I Jul-91
Page 4
REV-1508 EX + (1-97)
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Kaberle, Richard L
FILE NUMBER
21-02-0550
Include the proceeds of litigation and the date the proceeds INere received by the estate Alll'roperty jointly-owned with the right of survIvorship must be dIsclosed on Schetlule F.
ITEM
NUMBER DESCRIPTION
1. Waypoint Bank, Certificate of Deposit #1000103494
2 Waypoint Bank, Savings Account #10092408
3 Waypoint Bank, checking account #20086506
4 Waypoint Bank, Certificate of Deposit #8000053939
VALUE AT DATE
OF OEA TH
34,428.57
3,544.65
32,140.12
11,491.18
5 PNC Investments, account # 5075-6747 (Blackrock Growth Equity
Fund - 221.291 shares valued at $10.01 per share and a oash
fund of $51. 44)
2,266.56
6 PNC Bank, N.A., Certificate of Deposit # 31500177152
10,006.89
7 PNC Bank, N.A., checking account #5070070648
8,331.69
8 PNC Bank, N.A., savings account #5030002042
6,792.77
9 Cash located in Decedent's safe deposit box as follows:
11.00
a.
b.
5 Susan B. Anthony coins
6 silver dollars
$5.00
$6.00
10 Lionel Trains and accessories, valued per Greenbnerg's Guides
Lionel Trains 2002 Edition Pocket Guide
3,496.00
11 HO Model Railroad trains and accessories, appraised value
(appraisal attached)
2,097.45
12 Penn Treaty Network America Insurance Co., refund of unused
premium on policy #N477782
145.66
13 Diabetes Foreoast, subsoription refund
25.99
14 The Patriot-News, subscription refund
9.95
15 Comcast Cable, refund on cable service
6.17
16 Conseco Senior Health Insurance Co., refund of unused premium
on policy #282306
107.80
17 Household items retained by family, appraised value
640.00
2W46AD2,OOO
TOTAL (Also enter on line 5, Recanitulationi $
(If more space is needed, insert additior1al sheets 01 tl"le same size)
11,099.44
126,641.89
Total from continuation pages....
Estate of: Kaberle, Richard L
Schedule E -- Cash, Bank Deposits & Misc. Personal Property
Page 2
21-02-0550
Item
No.
Description
Value at
Date of Death
18
Proceeds from sale of household goods sold via public auction
with Frank Potteiger
4,816.00
19
1999 Chevrolet Malibu, appraised value (appraisal attached)
6,000.00
20
Social Security Benefit for May 2002
209.00
21
U.S. office of Personal Management, death benefit
24.44
22
Cumberland County Volunteer Fireman's Association, death
benefit
50.00
TOTAL. (Carry forward to main schedule)
11,099.44
VALUES OF LIONEL TRAINS
ACCORDING TO
GREENBNERG'S GUIDES
LIONEL TRAINS 2002 EDITION
POCKET PRICE GUIDE
AMOUNT PAGE CODE DESCRIPTION VALUE
# #
1 36 152 CROSSING GATE, 40-42 20.00
1 37 153 BLOCK SIGNAL, 40-42 23.00 ./
1 37 153 BLOCK SIGNAL A,-DARK GREEN 100.00 /'
1 37 167 WHISTLE CONTROLLER, 40-42 4.00 V'
1 65 S TRANSFORMER ,50, 80 WATTS 14-17 18.00 V>
1 67 026 BUMPER, 48-50 9.00 v
1 68 54 BALLAST TAMPER, 58-61, 66, 68-69 100.00
1 69 97 COAL ELEVATOR, 46-50 135.00 /'
1 69 132 PASSENGER STATION, 49-55 50.00
1 70 148 DWARF TRACKSIDE SIGNAL, 57-60 21.00 V
1 70 154 AUTOMATIC IDGHWAY SIGNAL, 45-69 15.00 ~,,/
1 70 156 STATION PLATFORM, 46-49 39.00 V
1 70 164 LOG LOADER, 46-50 115.00
1 70 195 FLOOD LIGHT TOWER, 57-69 34.00 t/
1 71 218 SANTA FE, ALCO UNITS, 59-63 DOUBLE 65.00 ~
A UNITS
1 71 218 SANTA FE, ALCO UNITS, 59-63 AB UNITS 70.00
1 73 394 ROTARY BEACON, 49-53 25.00 v,.-
1 73 397 DIESEL OPERATING COAL LOADER, 100.00
48-57
1 74 456 COAL RAMP, w/3456 HOPPER, 50-55 110.00
1 75 623 SANTA FE NW-2 SWITCHER, 52-54 115.00 V
1 76 681 STEAM TURBINE, 6-8-6, 2046W-50/2671 W 135.00 V/
TENDER, 50-51, 53
1 76 927 LUBERICATING KIT, 50-59 13.00 ,.-
C/
1 78 1022 MAN.SWITCHERS, PAIR (027), 53-69 10.00
1 79 1121 R.C. SWITCHERS, PAIR (027), 46-51 12.00 V
7 79 1122 R.C. SWITCHERS, PAIR (027), 52-53 91.00 v/
($13.00 EACH PAIR)
1 81 2046 STEAM 4-6-4, 2046W TENDER, 50-51, 53 150.00 V
2 84 2412 SANTA FE VISTA DOME, 59-63 ($31.00 62.00 /
EACH)
1 84 2416 SANTA FE OBSERVATION, 59-63 23.00 V
1 88 3428 U. S. MAIL OPERATING BOX CAR, 59-60 45.00 V
1 88 3462 AUTOMATIC MILK CAR, 47-48 22.00 . 7
------
,.----; It
/
,13~
/
1 88 3469 LL OPERATING DUMP CAR, 49-55 18.00 :/
1 89 3520 SEARCH LIGHT CAR, 52-53 27.00 v",
3 91 6019 RCS TRACK SET, (027), 48-66 ($2.00 6.00 V
EACH)
1 95 6414 EVANS AUTO LOADER WIFOUR CARS, 300.00
55-66, FOUR CHEAP CARS W/O TRIM,
TWO RED, TWO YELLOW
1 95 6414 EVANS AUTO LOADER WIFOUR CARS, 50.00 V
55-66, FOUR RED CARS W/GRAY
BUMBERS
1 96 6514 SUNOCO 3-D TANK CAR, 53-55, 64-66, 69 11.00
1 96 6417 PRR PORTHOLE CABOOSE, 53-57 WI 10.00 V
"NEW YORK ZONE"
1 97 6436- LV QUAD HOPPER, RED, 63-68,W/O 18.00 V
110 COVER
1 97 6437 PENNA N5C CABOOSE, 61-68 16.00 V
1 97 6446- NNW QUAD HOPPER "644625", BLACK 17.00 V
25 OR GRAY, 55-57, BLACK, WHITE
LETTERING
1 98 6456 LEHIGH V ALLEY, SHORT HOPPER, 48- 8.00
55
BLACK "
1 98 6460 BUCYRUS ERIE CRANE, 8-WHEELS, 52- 17.00 V
54
BLACK CAB
1 98 6462 NEW YORK CITY GONDOLA , 49-57, 9.00
BLACK /
1 98 6464- GN BOXCAR, 53-54 43.00 V
25
1 100 6473 HORSE TRANSPORT CAR, 62-69 9.00 >
1 102 6656 LIONEL LINES STOCK CAR, 49-55 W/O 9.00 V
DECAL
1 104 KW TRANSFORMER, 190 WATTS, 50-65 100.00
1 116 (2170) STREET LAMPS (3 IN BOX) 70-87 13.00
1 117 (2214) GIRDER BRIDGE, 70-71, 72u, 73-87 5.00 V
2 121 (5121) LEFT REMOTE SWITCH 27" (027), 70-98 52.00 V
$26.00 EACH -
3 121 (5122) RIGHT REMOTE SWITCH 27" (027) 70-98 78.00 V
$26.00 EACH -
3 121 (5149) REMOTE UNCOUPLING SECTION (027), 21.00 V
70-98 ($7.00 EACH) '"
1 137 8263 SANTA FE GP-7, 82 70.00 V -
1 153 9241 PRR LOG DUMP CAR, 85-86 13.00 V-
I 156 9341 ACL SP-TYPE CABOOSE, 79-82, 86-u, 87- 5.00 V
90
f/j~ tV (jJ
PCI2~(/ ~/;er/~
1 159 9445 VERMONT NORTHERN BOXCAR, 81 13.00
1 160 9510 PRR COMBINATION CAR, 74u. 75-76 30.00
2 161 9514 PRR PASSINGER CAR, 75-76 ($26.00 52.00
EACH)
1 165 9711 SOUTHERN BOXCAR, 74-75 12.00
1 165 9725 MKT STOCKCAR (SSS), 73-75 19.00
1 166 9453 MAINE CENTRAL BOXCAR, 75-76 14.00
1 169 9879 IDLLS BROTHER. REFER, 79-80 19.00
1 175 (12723) MICROWAVE TOWER, 88-91, 94-95 19.00
1 175 (12729) MAIL PICKUP SET, 88-91, 95 12.00
1 176 (12763) SINGLE SIGNAL BRIDGE, 90-91, 93 30.00
1 176 (12774) LUMBER LOADER KIT, 90-99 10.00
1 177 (12804) IDGHWAY LIGHTS, "72", 92-99 10.00
1 178 (12862) OIL DRUM LOADER, 94-95 100.00
GRAND TOTAL $ 3,337.00
ID. .L /I?~- --<"0,."'-"<:,
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CIL./JERT'S
Model RaiIrotuI.M Art Supp/itr
346 East Water Street. Gettysburg, PA 17325 · (717) 337-1992 <I Fax (717) 337-0966
14th Oct 2002
Donald Kaberle
610 Robert St.
Mechanicsburg, pa. 17055
Dear Srr:
I have the appraisel finished, and the total amount
I have come up with on valueing used HO Model Railroad items comes
to $2,097.45.
We charge 10"S ,f the value for our fee for c0llJ11inl'; up to
invent~ry, and tvpe up the appriasal. The t0tal f~r our end would be
$200.00
check can be sent and made out to Tommy Gilberts Hobby Sh~p
346 East Water St.
Gettysburg, fa. 17325
As soon as we receive this, we will send the appraisal asap, and thank
you for having us serve you in this manner. Also, the cars are s~on gAing
into production (Gettysburg, Pa. ) model railroad car Co. K Productions,
if Y0U wish to be placed on the list f0r any of the cars, let us know, or send
a $50.00 deposit for the 1st set, the caboose is almost finis'1ed, and a
Gettysburg, Pa. Passenger train will follow next year called the Gettysburgian
any who are ~n our list will be noitifed first before any advertizing so
yim Can I';et 1st issues, let us kito..., and thank y~u very much,
Sincerely yours,
/)
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-- f.-o/~(I..:. /??-(,h/
Thomas M. ci~.~ '
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CHEVROLET, INC.
3400 HARTZDAlE DRIVE AT
CAPITAL CITY MAll DRIVE
CAMP Hill. PA 17011
NO.
CHEVROLET
SURVEY AND APPRAISAL FORM -- THIS IS NOT AN ORDER
NAME
(Z \ e-"-,,,, ..-~
. \ STREET
L l< q \.:J Q ~\ ~ADDRESS 1 c ([\ ~ to\'" " ~ -\. c:;: "\
STATE ~ <-, AGE_ PHONE NO.IGL. . e l ~ l, DATE /., . z......[. c L-
CITY "\.f\,\<!..C. \".M~~'-\""~
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RADIO
TELEVISION
FRIEND
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MILEAGE t"'3, Sll.o AUTO TRANS. ~
CYL.\!' ~ COLOR <;;~>~~T
WEST SHORE SHOPPER'S GUIDE
PATRIOT
OLD CUSTOMER OTHER
REASON FOR VISITING US:
BODY STYLE 4
~
c:::.-..4-;
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PIS
RADIO
AC
INTERIOR
GLASS
TIRES
L.F.
R.F.
L.R.
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SPARE
FENDERS L.F.
RF.
L.R.
R.
DOORS
REMARKS
r c......\ \-'-,<-- -,.
WHOLESALE VALUE:.., (P.D b '0,'" 0
APPRAISED BY
MOTOR REAR TRANS.
FOLLOW DATE
REMARKS
PHYSICAL DAMAGE REPORT
YOU KNOW ANYBODY INTERESTED IN YOUR TRADE:
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rut:'rV1='n T1\1 RV
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~EV-1510EX+(1-971
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kaberle, Richard L
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-02-0550
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes.
CESCRIPTION OF PROPERTY %OF
ITEM INCLUC€ Tl-'E NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DATE OF DEATH DEeDS EXCLUSION TAXABLE VALUE
NUMBEF DECEDENT AND THE DATE OF TRANSFER ATTACH A COPY OF THE VALUE OF ASSET IIF APPLICABLE)
C€m FOR REAl ESTATE INTEREST
,. Waypoint Bank, IRA account 43,482.89 100.00 0.00 43,482.89
#1300042225
2 G1enbrook Life and Annuity 18,208.04 100.00 0.00 18,208.04
Company, account #GA276964
3 Prudential Financial, annuity 13,317.94 100.00 0.00 13,317.94
#E0044340
TOTAL (Also enter on line 7, Recapitulation) $ 75,008.87
2W46AF 2.000
(If more space is needed, insert additional sheets of same size)
REV-1511 EX+(1.97)
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESICENT DECECENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Kaberle, Richard L
FILE NUMBER
21-02-0550
Debts of decedent must be recorted on Schedule l.
ITEM
NUMBER DESCRIPTION AMOU NT
A. FUNERAL EXPENSES:
,. Myers Funeral Home, funeral services 4,128.00
B. AOMINISTRA TIVE COSTS:
,. Personal Representative's Commissions 14,000.00
Name of Personal Representative(s) Donald E Kaberle
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 610 Robert Street
City Mechanicsburg State PA Zip 17055
Year(s) Commi~sion Paid:
2 Attorney Fees Name: Snelbaker, Brenneman & Spare 7,000.00
3. Family Exemption (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 223.00
5. Accountant's Fees 0.00
6. Tax Return Pre parer's Fees 0.00
7. Settlement charges associated with the sale of real 8,642.00
estate located at 1010 Robert Street, Mechanicsburg:
a. Real tors Commission: $6,960.00
b. Processing Fee: $ 125.00
c. Notary Fees: $ 12.00
d. Transfer Taxes: $1,160.00
e. Home Warranty: $ 385.00
TOTAL CHARGES: $8,642.00
8 Frank Potteiger, Auctioneer, commission on sale of 780.50
Tota~ ~rom cont1nuat~on pages.... 1,91J2.07
TOT AL (Also enter on line 9, Recapitulation) $ 36,755.57
2W46AG2000
(If more space is needed, insert additional sheets of same size)
Estate of: Kaberle, Richard L
Schedule H, Part B -- Administrative Costs
Item
No.
Description
8
household goods
9
Tommy Gilbert's Model Railroad & Art Supplies,
appraisal fee
10
Donald E. Kaberle, reimbursement for following
expenses:
a.
Bitters Hardware, new lock sets
Nationwide Insurance, H/O Ins.
L.G. Connor R/E Appraisers, appraisal
$ 71. 72
$165.40
$275.00
b.
c.
11
Regiser of Wills, Cumberland County, filing fee for
Inheritance Tax Return
12
Register of Wills, Cumberland County, short
certificates
13
PA Dept of Vital Records, death certificates for
Decedent's parents (required to redeem life
insurance)
14
Cumberland Law Journal, advertising Exeoutors notice
15
The Patriot-News, advertising Executors notice
16
Reserve for filing fees, accounting, and other costs
assooiated with the administration of Decedent's
estate
TOTAL. (Carry forward to main schedule)
Page 2
21-02-0550
Amount
200.00
512.12
15.00
24.00
36.00
75.00
119.95
1,000.00
1,982.07
REV-1512~+(1-97)
COMMONINEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIC€NT CECEC€NT
ESTATE OF
Kaberle, Richard L
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-02-0550
Include unreimbursed medical eXDenses.
ITEM
NUMBER
OEseRI PTION
AMOUNT
PPL, electric service, account payable
43.78
2 United Water Pennsylvania, water service, account payable
6.71
3 Borough of Mechanicsburg, sewer/refuse service, account payable
66.80
4 Murphy!s Lawn Service, lawn maintenance, account payable
55.00
5 Verizon, phone service, account payable
23.04
6 Ter.minix, pest control service, account payable
34.98
7 Barry L. Heckard, Sr., 2002 Real Estate Taxes, account payable
1,333.36
2W46AH2.000
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets ofthe same size)
1,563.67
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECECENT
ESTATE OF
Kaberle Richard L
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
1. Kaberle I Donald E
610 Robert street
Mechanicsburg, PA 17055
2 Gates, Deanna K
4606 South Clearview Drive
Camp Hill, PA 17011
FILE NUMBER
21-02-0550
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Brother
Sister
AMOUNT OR SHARE
OF ESTATE
182,883.68
117,006.31
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1
2W46AI 1 000
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
$
0.00
--
\
~
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
LAST WILL AND TESTAMENT
I, RICHARD L. KABERLE, of the Borough of Mechanicsburg, County of Cumberland,
and Commonwealth of PelIDsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this as and for my Last Will and Testament, hereby
revoking and making void all former wills and codicils by me at anytime heretofore made.
FIRST. I order and direct that all my just debts and funeral expenses be paid by my
Executor or Executrix, as the case may be, hereinafter named, as soon as conveniently may be
done after my decease.
SECOND. I give and bequeath all of my model train materials, including, but not limited
to, engines, cars, track, switches and all accessories related to model Lionel trains, unto my
brother, namely, DONALD E. KABERLE, absolutely, ifhe survives me.
THIRD. I order and direct that all the rest, residue and remainder of my Estate, real,
personal and mixed, whatsoever and wheresoever situated, be distributed and disposed of in the
following manner:
A. I give, devise and bequeath one-half of my said
residuary estate unto my sister, namely, DEANNA K. GATES,
absolutely and in fee simple.
B. I give, devise and bequeath one-half of my said
residuary estate unto my brother, namely, DONALD E. KABERLE,
absolutely and in fee simple.
LASTL Y. I nominate, constitute and appoint my brother, DONALD E. KABERLE,
to be the Executor of this, my Last Will and Testament, but if for any reason he should fail to
qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and
appoint my sister, DEANNA K. GATES, to be the Executrix hereof, each and both to serve
without bond or other security as a condition of qualification hereunder.
IN WITNESS WHEREOF, I, RICHARD L. KABERLE, have hereunto set my hand and
seal to this my Last Will and Testament, which consists of two (2) typewritten pages to each of
LAW OFFICES
SNELBAKER.
BRENNEMAN
8: SPARE
which I have affixed my signature this 15' day of November, A.D. Two Thousand One
(200 I).
R~ ;t X/~
Richard L. Kaberle
(SEAL)
The preceding instrument, consisting of this and one (I) other typewritten page, each
identified by the signature of the Testator, was on the date thereof signed, sealed, published and
declared by RICHARD L. KABERLE, the Testator therein named, as and for his Last Will and
Testament, in the presence of us, who, at his request, in his presence and in the presence of each
other, have subscribed our Names as witnesses hereto.
~
~g.~
-2-
..-.--.- ,.... ,"-"'-"-"-,.,,
LAW OFFICES
SNEL8AKER,
BRENNEMAN
Be SPARE
COMMONWEAL TH OF PENNSYL VANIA)
: SS.
COUNTY OF CUMBERLAND )
We, RICHARD L. KABERLE, RICHARD C. SNELBAKER and JANE J. COONEY,
the Testator and the witnesses, respectively, whose names are signed to the attached Dr foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authDrity that the
Testator signed and executed the instrument as his Last Will and Testament and that he had
signed willingly, and that he executed it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the TestatDr, signed the
Will as a witness and that to the best of his or her knDwledge, the Testator was at that time
eighteen years of age or older, of sound mind and under no constraint or undue influence.
tZ~LJ /#~/~
~L~
Witness
f1~'Wit~~ ~-
Subscribed, sworn tD and acknowledged before me by RICHARD L. KABERLE, the
Testator, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANE J.
COONEY, the witnesses, this /'?/'~\. day DfNovember, 2001.
~~lr+-rh
" NDtary Pubhc .
Nolarllll S6eI
Susan L Zych. Notary Public
MechanlClburg Boro, Cumberland County
My CommlaaIon expires Nov. 24. 2003
~ CI
- r-
BUREAU OF INDIVIDUAL 7AXE5
INHERITANCE TA% BIVISION
DEPT. 2806 D1
MARRISBXRG, PA 17128-06D1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INNERITANCE TAX
APPRAISEMENi, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-154) FN 1Fp (n_p5l
DATE 04-14-2003
ESTATE OF KABERLE RICHARD L
DATE OF DEATH 06-OZ-2002
FILE NUMBER 21 02-0550
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17D13
RICHARD C SNELBAKER
SNELBAKER ETAL
44 W MAIN ST
MECHANICSBURG PA 170:55
THIS LINE
X Aco rm _n:. 'd:..
ON FOR YOUR RECORDS 1
--•••-^-•..•...~ Fnw grrwglJEMENT~ ALLOWANCE OR -------'
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
KABERLE RICHARD L FILE N0. 21 02-0550
ACN 101 nn re nr._ii_~,...~
TAX RETURN WAS: (X) ACCEPTED AS FILED
- ------ - •R,nn awacu un: ORIGINAL RETURN
1. Real Esta{s (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
[ ) CHANGED
(1) 116 .000 00 NOTE: To insure proper
(2) 20 .558 47 credit to your account,
(3)- ~ y00 submit the upper portion
(4) .00 of this Porn with your
(5) 126, 641 89 tax payment.
(6) .00
(7)_ 75. 008 87
APPROVED DEDUCTIONS AND EXEMPTIONS: [a) 338,209.23
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 36,755 .57
10. Debts/Mortgage Liabilities/Liens (Schedule I] -~
11. total Deductions (30) 1.563 67
12. Nst Value of Tax Return (11J ~8.~14 9
13. Charitable/Governmental Bequests) Non-elected 9113 Tru
t 299.889
14.
Nat Value of Estate Subject to Tax s s (Schedule J) (13) .00
NOTE: If an assessment was issued Y
refle
t
P
1
~
l (14) 299,889.99
c
figures that inelude
the
total
of ALL returnsa '
~
T and 19 will
ASSESSMENT OF TAX: assess ed
to
da te,
15. Amount ofi Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 00
17.
Amount of Line 14 at Sibling rata
(17) _____
2989
99 X 045
-
12
18.
Amount of Line 14 taxable at Collateral/Class 8 rat
( _ X 35,986.80
19. e
Pr
incipal Tax Due 18) .00 X 15
'
.00
~XPAC'~D I
Eii7T~r- (19J= 35,986.80
vo-co-cuuz CD001563
03-04-2003 CD112244
04-07-20D3 REFUND
• IF PAID AFTER DgTE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
pplp (_) AMOUNT PAID
,578.95 30,D00.00
1.21- 4,486.80
.00 77.74-
TAX CREDIT 35,986.80
OF TAX DUE DO
.T AND PEN. .00
'AL DUE .00
( ZF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DVE IS REFLECTED AS A ''CREDIT'' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
\ -69~
• BUREAU OF INDIVIDUAL TAXES
INHERITgN[E TAX DIVISION
DEPT. 280681
NARR I58URG, Pp 17128-0681
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REY-16A1 FX AF/ fn-OSl
~Et:b!C.7~,~
k~ .:; , ,
RICHARD C SNELBAKER 03 MRY 16 .710 :48
SNELBAKER ETAL
44 W MAIN ST Gi~tlc
MECHANICSBURG pECt~#v?@b~ ~ . ! ,-,
DarE
ESTATE OF
DATE OF DEA'
FILE NUMBER
COUNTY
ACN
04-21-2003
KABERLE RICHARD L
~H 06-02-2002
21 02-0550
CUMBERLAND
101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER DF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure Droper credit to your account, submit the upper portion of this Porn Nith your tax paynen{,
CUT ALONG THIS LINE __-___ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03) 3E3f3f -I NNERTTeui~e ~rwv'~r. ~~G~.:= __
*N*
ESTATE OF KABERLE RICHARD L FILE N0. 21 02-0550 ACN 101
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATETESHOWN BELON003
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-07-2003
PRINCIPAL TAX DUE :.......................................... ....................................................................................................................................................................
PAYMENTS (TAX CREDITS): .............
PAYMENT
DATE RECEIPT DISCOUNT (+)
NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-26-2002 CD001563
1
578
95
03-04-2003
CD112244 ,
.
30,000.00
04-07-2003
REFUND 1.21-
4,486.80
.00 77.74-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
• IF PAID AFTER TNZS DATE, SEE REVERSE TOTAL DUE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN S1,
NO PAYMENT IS REQUIRED.
ZF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THI5 FORM FOR INSTRUCTIONS. )
35,986.80
35,986.80
.00
.00
.00
COMMONWEALTH OP PENNSYLVANIA
COUNTY OP CUMBERLAND ~, u'
1
Donald E. Kaberle
being duly sworn according to law, deposes and says that he is the Executor
of the Estate of _~ichard T KahPrl P
late of -BorQUgh n~ Mechanic
sh'~-- ,Cumberland County, Pa., deceased and That the
within is an inventory made by nr~nal d F x hP 1 _
of the entire estate of said decedent, consisting of all the personal propar+y and real estafe5exeepfEeal estatoe 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 and subscribed before me,
~_
~Q'.I ~A rr ~~ ~~~ A
Notarial Seal r.
Serldta K. Showers, Notary Pubis
Mecf~tlcsCurg Boro, cumberlerul Cis.
My ~OtINt113810n Expires Nov 22, 2(Wg
PAenYfer, Pe^^^.,• -,.,,___:_,;.,~ot M'danea
Dafe of Dea+h __ 2nd
Day
~ar~efie~ ~ yl~; ,_,G_
Donald EExe~y}ao A minis}re#or
YY~~ ~er`~e
610 Rob€rt St rPP•
Mechanicsburg, pA 17055
MonTh
Addross
Yeer
INSTRUCTIONS
I• An inventory must be filed wifhin Three months after appointment of personal rapresenfative.
2. A supplement inventory must be filed within thirfy days of discovery of addifional assets.
3. Additional sheets may be attached as fo personalty or realfy
4• See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
RICHARD L. KABERLE, Deceased
PERSONALTY:
d States Savings Bond, Series EE, face value $200.00
i 5 186.08
1. te
Un
with issue date of July 1991 3
742.20
2. Prudential Financial, Inc., 108 shares of common stock valued ,
at 534.65 per share 3,544.65
3, Waypoint Bank, Savings Account #10092408 32,140.12
q. Waypoint Bank, checking account #20086506 34,428.57
5, Waypoint Bank, Certificate of Deposit #1000103494 11,491.18
6 Waypoint Bank, Certificate of Deposit #8000053939 2
266.56
. #5075-6747 consisting of Blackrock Growth ,
7. PNC Investments, account
Equity Fund containing 221 .291 shares valued at 510.01 per share
and cash of 551.44 10,006.89
g. PNC Bank, N.A., Certificate of Deposit #31500177152 8,331 .69
9. PNC Bank, N.A., Checking account #5070070648 6 792 77
10. PNC Bank, N.A., Savings account #5030002042 11.00
11. Cash located in Decedent's safe deposit box as follows:
a. 5 Susan B. Anthony coins - 55.00
b. 6 silver dollars - 56.00 3,496.C0
1 2. Lionel Trains and accessories, valued per Greenbnerg's Guides
Lionel Trains 2002 Edition Pocket Guide 2,097.45
1 3. HO Model Railroad trains and accessories, appraised value
145.66
14. Penn Treaty Network America Insurance Co., refund of unused premium
on policy #N477782 25.99
15. Diabetes Forecast, subscription refund 9 95
16. The Patriot-News, subscription refund 6.17
17. Comcast Cable, refund on cable service 107.80
1 8. Conseco Senior Health Insurance Co., refund of unused premium on
policy #282306 640.00
19 Household items retained by family, appraised value 4,816.00
. ceeds from sale of household goods sold via public auction by
P
20. ro
Frank Potteiger 6,000.00
21. 1999 Chevrolet Malibu, appraised value 209.00
22 . Social Security Benefit for May 2002 24.44
23 U.S. Office of Personal Management, death benefit 50.00
24 .
. Cumberland County Volunteer Fireman's Association, death benefit 18 208.04
25 . Glenbrook Life and Annuity Company, account #GA276964 5 148 778 21
TOTAL PERSONALTY:
REAL ESTATE:
S 116,000.00
1 Property known and numbered as 1010 Robert Street, Borough of
Mechanicsburg, Cumberland County, Mechanicsburg, PA 17055,
sale value 5 264,778.21
TOTAL PERSONALTY AND REAL ESTATE:
RECEIPT AND RELEASE
WHEREAS, Richard L. Kaberle, late of Borough of
Mechanicsburg, County of Cumberland and Commonwealth of
Pennsylvania, died on June 2, 2002, having first made hi.s Last
Will and Testament in writing probated before the Register of
Wills of said Cumberland County on June 11, 2002, and Letters
Testamentary were issued on the same date to Donald E. Kaberle,
the Executor named in the Last Will and Testament of said
Decedent;
and
WHEREAS, said Executor has entered upon and completed his
administration of said Decedent's Estate as set forth in his
First and Final Account attached hereto, and intends to
distribute the net balance of the assets of said Estate to the
persons named in the Statement of Proposed Distribution also
attached hereto, both of said documents being incorporated herein
by reference thereto; and
NOW KNOW ALL MEN BY THESE PRESENTS, that we, Deanna K. Gates
LAW OFFICES
SNELBAKE R.
BRENNEMAN
& SPARE
and Donald E. Kaberle, being the principal legatees and
distributees named in the Will of said Decedent and the persons
entitled to share in the residuary distribution of the Estate of
said Decedent, do hereby declare and say that we, and each of us,
have examined the attached Account and Statement of Proposed
1
Distribution, and find the same to be true and correct, and in
strict accordance with the terms and provisions of said Will, and
we do hereby acknowledge that we, and each of us, this day have,
had and received of and from Donald E. Kaberle, Executor of the
Estate of Richard L. Kaberle, the cash, personalty and/or real
estate set opposite our names in the above Statement of Proposed
Distribution, in full satisfaction, payment and discharge of all
such sum or sums of money, legacies and bequests, share or
shares, purports and dividends which were due, owing and payable
and belonging to us, and each of us, by any means whatsoever, for
or on account of our full share, part or dividend of the Estate
of Richard L. Kaberle, Deceased.
LAW OFFICES
SNELBAKE R.
B RENNEMAN
& SPARE
NOW, THEREFORE, we, and each of us, the said Deanna K. Gates
and Donald E. Kaberle, do by these presents, remise, release,
quit-claim and forever discharge the said Donald E. Kaberle, his
heirs, executors and administrators, of and from our said shares
or dividends of the Estate aforesaid, and of and from all
actions, suits, payments, accounts, reckonings, claims and
demands whatsoever, for or by reason thereof, or of any act,
natter, cause or thing whatsoever, from the beginning of the
world to the day and date of these presents.
AND, desiring to avoid the delay and expense of the
settlement of said Estate by filing the foregoing Account of said
administration in the Office of the Register of Wills of said
:umberland County and by having the balance in the hands of the
z
Executor, as shown by said Account, distributed by the Court of
Common Pleas of Cumberland County - Orphans' Court Division, we,
and each of us, do hereby agree that the foregoing Account and
Statement concerning the matter of settlement may be recorded
with the same effect upon us, and each of us, as if the same had
been reported upon by said Court, in a decree of distribution
made on such proposed Statement of Distribution by the said Court
of Common Pleas - Orphans' Court Division.
AND in consideration of the aforesaid settlement being made
without the aid of such Court of Common Pleas - Orphans' Court
Division, that we, and each of us, the said Deanna K. Gates and
Donald E. Kaberle, do hereby agree that if any debts or demands
other than those included in the above referenced First and Final
Account, as hereinbefore set forth, shall be hereafter recovered
against the Estate of said Decedent and be legally payable out of
the same, that we, and each of us, will return to the said
Executor such amounts thereof as may be necessary to pay such
debts or demands.
IN WITNESS WHEREOF, we have hereunto set our hands and seals
this 2"'' day of July 2003.
WITNESSED BY:
!p, ~,-,,,,.~- ~lQ,(y~, ( SEAL )
' Deanna K. ates
1
' "' _ _'` ,~i or~.~ eE~ ~ ~~, ~'; ,~ ... ( SEAL )
Donald E. Kaberle
~Aw oFricEs
SNELBAKE R.
B RENNEMAN
& SPq RE
3
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND)
On this the 2"d day of July 2003, before me, a Notary Public
in and for said State and County, the undersigned officer,
personally appeared Deanna K. Gates and Donald E. Kaber].e, known
to me (or satisfactorily proven) to be the persons whose names
are subscribed to the within instrument and acknowledged that
they executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
Notary Public
Notarfel Seal
8efWra K. Showers, Notary FubNc
Med~mdcaburg Bao, Currfierlend County
8Ay Comrtrissron Expires Nov. 22, 20C9
At/MFlhM c.,.~, ,'t n:cd8fi~b
LAW OFFICES II
SNELBAK ER.
B RENNEMAN
& SPgRE
4
ESTATE NO. 21-02-0550
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY DONALD E. KABERLE, EXECUTOR OF
THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF RICHARD L. KABERLE, DECEASED, LATE OF BOROUGH OF
MECHANICSBURG, CUMBERLAND COUNTY, PENNSYLVANIA
Donald E. Kaberle, Executor as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH: June 2, 2002
DATE LETTERS TESTAMENTARY ISSUED: June 11, 2002
DATES EXECUTOR NOTICE ADVERTISED:
Cumberland Law Journal June 28, July 5, 12, 2002
Patriot-News June 25, July 2, 9, 2002
FIRST AND FINAL ACCOUNT
PERSONALTY -PRINCIPAL ACCOUNT
DEBITS
LqW OFFICES
SN EL6AKER.
BRENNEMAN
& SPARE
The Accountant charges himself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1 . United States Savings Bond, Series EE, face value S200.00
with issue date of July 1991
2. Prudential Financial, Inc., 108 shares of common stock valued
at 534.65 per share
3. Waypoint Bank, Savings Account #10092408
4. Waypoint Bank, checking account #20086506
5. Waypoint Bank, Certificate of Deposit #1000103494
6. Waypoint Bank, Certificate of Deposit #8000053939
7. PNC Investments, account #5075-6747 consisting of Blackrock Growth
Equity Fund containing 221 .291 shares valued at 51 0.01 per share
and cash of 551 .44
8. PNC Bank, N.A., Certificate of Deposit #31 5001 771 52
9. PNC Bank, N.A., Checking account #5070070648
10. PNC Bank, N.A., Savings account #5030002042
11 . Cash located in Decedent's safe deposit box as follows:
a. 5 Susan B. Anthony coins - S5.00
b. 6 silver dollars - 56.00
12. Lionel Trains and accessories, valued per Greenbnerg's Guides
Lionel Trains 2002 Edition Pocket Guide
13. HO Model Railroad trains and accessories, appraised value
14. Penn Treaty Network America Insurance Co., refund of unused premium
on policy #N477782
15. Diabetes Forecast, subscription refund
16. The Patriot-News, subscription refund
17. Comcast Cable, refund on cable service
18. Conseco Senior Health Insurance Co., refund of unused premium on
policy #282306
1 9. Household items retained by family, appraised value
20. Proceeds from sale of household goods sold via public auction by
Frank Potteiger
21 . 1 999 Chevrolet Malibu, appraised value
22. Social Security Benefit for May 2002
23. U.S. Office of Personal Management, death benefit
24. Cumberland County Volunteer Fireman's Association, death benefit
25. Glenbrook Life and Annuity Company, account #GA276964
26. Waypoint Bank, disbursement from IRA Account # 130042225
186.08
3,742.20
3, 544.6 5
32,140.12
34,428.57
11,491.18
2,266.56
10, 006.89
8,331 .69
6,792.77
1 1 .00
3,496.00
2,097.45
145.66
25.99
9.95
6.17
107.80
640.00
4, 816.00
6x000.00
209.00
24.44
50.00
1 8,208.04
90.00
Page 7
LAw oFPicEs
SNELBAKER,
BRENNEMAN
& SPARE
27. Provident Mutual, life insurance proceeds
28. Protective Life Insurance Company, residual proceeds from
life insurance policy #0003957434.
29. Midland National Life Insurance Co., life insurance proceeds
30. Verizon, refund on final phone service
31 . Protective Life Insurance Company, life insurance proceeds,
policy #000593893
32. Nationwide Mutual Insurance Co., refund on auto insurance policy
33. Nationwide Mutual Insurance Co., refund on homeowners policy
34. PPL, refund on electric service
35. Nationwide Financial Services, Inc., 91 shares of common stock
received from Demutualization effective 10/01 /2002
36. Commonwealth of PA, refund on Inheritance Tax Return
37. Office of the Federal Employees' Group Life Insurance, proceeds
deposited into Met-Life Total Control Account # 404-4966746
38. United States Treasury, refund on 2002 Individual Income Tax Return
39. Civil Service, retirement benefit
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
PERSONALTY -PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1 . Verizon, phone service
2. Myers Funeral Home, funeral service
3. Donald E. Kaberle, reimbursement for following:
a. Ritters, new lock sets
b. Nationwide Insurance, homeowners insurance premium
c. L.G. Connor Real Estate Appraisers, appraisal fee
d. Forbes Chevrolet, new alternator and inspection
e. Sears Auto Center, new battery
4. Register of Wills, estimated Inheritance Tax payment
5. Nationwide Mutual Insurance Co., auto insurance premium
6. Tommy Gilbert's Hobby Shop, HO model train appraisal
7. Frank Potteiger, commission on sale of household goods
8. Register of Wills, Agent, Inheritance Tax
9. Register of Wills, filing fee for Inheritance Tax Return
10. PNC Bank, loss on Investment account #5075-6747
11 . Prudential Financial, loss on sale of stock
12. PNC Bank, service charge on checking account
13. Protective Life Insurance, check # 2425 written by Decedent
14. Patriot-News, check #2426 written by Decedent
1 5. United Water PA, check #2427 written by Decedent
i 6. Harris Savings Bank, check #2424 written by Decedent
1 7. Donald E. Kaberle, Executor's commission
18. Snelbaker, Brenneman & Spare, P.C., attorney services
1 9. Snelbaker, Brenneman & Spare, P.C., costs advanced
a. Register of Wills, probate fees
b. Register of Wills, short certificates
c. Cumberland Law Journal, advertising Executor's notice
d. Patriot-News, advertising Executor's notice
e. Vital Records, death certificates for Dorothy & Delmar Kaberle
20. Reserve for filing fees, accounting costs and other miscellaneous
costs associated with the administration of the Estate
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
Page 2
71 .72
1 65.40
275.00
1 53.87
83.17
223.00
36.00
75.00
1 1 9.95
36.00
509.6C
6,449.1 i
4.55
2,137.64
1 79.90
188.00
6.53
2,686.92
77.74
1 9, 600.00
1 , 081 .00
1,41 5.91
48.42
4,1 28.0(
749.1 E
30,000.00
1 73.40
200.00
780.50
4,486.80
1 5.00
51 7.66
92.04
10.00
4.64
21 .50
6.71
1 56.00
14, 000.00
7,000.00
489.95
1, 000.00
PERSONALTY-INCOME ACCOUNT
DEBITS
'he Accountant charges himself with the receipt of the following
income from the investment of Personalty Principal:
1 . PNC Bank, N.A., Certificates of Deposit, interest
2. PNC Bank, N.A., Savings account, interest
3. PNC Bank, N.A., Checking account, interest
4. Nationwide Financial Services, stock dividend
5. Prudential Financial, Inc., stock dividend
6. Orrstown Bank, estate checking account, interest
7. Glenbrook Life and Annuity Company, interest
8. Waypoint Bank, Savings account, interest
9. Waypoint Bank, Certificates of Deposit, interest
10. Waypoint Bank, Checking account, interest
11 . Federal Reserve Bank, interest on Savings Bond
1 2. Met-Life Total Control Account # 404-4966746, interest
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY-INCOME ACCOUNT
CREDITS
~Aw orFicEs
SNELBAKER.
BRENNEMAN
& SPARE
Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
. Greenawalt & Company, P.C., preparation 2002 Final Individual Returns
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE -PRINCIPAL ACCOUNT
DEBITS
Accountant charges himself with the receipt of Decedent's
Real Estate as follows:
Adjustments made at settlement for Sewer/Refuse, County taxes
and School taxes
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE -PRINCIPAL ACCOUNT
CREDITS
Accountant claims credit for the payment of the following
items from Real Estate Principal Account:
PPL, electric service
United Water Pennsylvania, water service
Borough of Mechanicsburg, sewer/refuse service
Murphy's Lawn Service, lawn mowing service
Terminix, pest control service
Barry L. Heckard, Sr., 2002-2003 Real Estate taxes
Settlement charges on sale of property located at 1010 Robert Street:
a. ReMax Realty, commission on sale 6,960.00
b. ReMax Realty, processing fee 125.00
c. Notary Fees 12.00
d. Transfer taxes 1,160.00
e. Home warranty 385.00
f. Sewer/refuse to Borough of Mechanicsburg 66.80
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
187.24
72.81
8.76
8.28
43.20
2,464.1 7
1 24.38
1 6.58
1,990.17
41 .61
5.60
61 5.57
225.
S 1 16,OOO.OC
S 1 ,109.76
138.66
36.29
66.80
215.00
34.98
1,333.36
8,708.80
Page 3
REAL ESTATE-INCOME ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the
income from the investment of Real Estate Principal Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS:
REAL ESTATE-INCOME ACCOUNT
CREDITS
Accountant claims credit for the payment of the following items
from the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
LAW OFFICES
SN ELBAKER.
BRENNEMAN
& SPARE
Page 4
RECAPITULATION
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL PERSONALTY
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL REAL ESTATE:
S 199,129.14
S 63,879.78
$ 135,249.36
S 5,578.37
$ 225.00
S 5,353.37
S 117,109.76
S 10,533.89
S 106,575.87
S NONE
S NONE
S NON
S 140,602.73
S 1
1 78.60
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
Page 5
STATEMENT OF PROPOSED DISTRIBUTION
Donald E. Kaberle ,Executor and Accountant herein, proposes to
stribute the balance of the Estate of Richard L. Kaberle, Deceased, to wit:
247,178.60 in accordance with the Last Will and Testament of said Decedent
follows:
Deanna K. Gates
50% of residue per Item 3A of Will S 120,602.58
Household goods, retained in kind 1 90.00
Donald E. Kaberle
50% of residue per Item 38 of Will 114,331.5
Cash located in Decedent's safe deposit box, received in kind 11 .0~
Household goods, retained in kind 450.0
1 999 Chevrolet Malibu, retained in kind 6,000.Oi
All Model train materials, cars, switches and accessories per 5,593.4!
Item Second of Will
AL FOR DISTRIBUTION:
LAW OFFICES
SN ELeAKER.
BRENNEMAN
& SPARE
Page 6
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Donald E. Kaberle, being duly sworn according to law deposes and says:
that he is the Executor of the Estate and under the Last Will and Testament of
Richard L. Kaberle, Deceased, and the Accountant herein; that there are no
unpaid creditors or claimants of said Estate; that there are no persons
interested in the distribution of said Estate other than as stated in the foregoing
Statement of Proposed Distribution; and that the facts set forth in the foregoing
First and Final Account and Statement of Proposed Distribution are true and
correct to the best of his knowledge, information and belief.
Executor and Accountant
Sworn to and subscribed before me
this 2nd da of July 2003
~~~. ~ ~~~
Notary Public
Ndarfai Seal
3endra K. Showers, Notary Fri
burg Boro, Cumbedarnf Cerrtgp
My f;ommissr~- - ` nlmr. 22, 2003
~nw oFFic Es
SNELBAKER.
BRENNEMAN
& SPARE
Page 7
STATUS REPORT i_JNDER RULE 6.12
Name of Decedent: Richard L. Kaberle
Date of Death: June 2, 2002
Will No.: 21-02-055
Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect [o completion of the administration of [he above-captioned estate:
1. State whether administration of the estate is complete:
Yes ® No ^
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes _ No
b. The sepazate 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 ~ No ^
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts maybe filed ~ he Clerk of the Orphans' Court
and may be attached to this r ort
Date: X8/03
_, St
~:
Richard C. Snelbaker
o.
,-
Name
Snelbaker, Brenneman & Spare, P.C.
44 West Maih] Street
Mechanicsburg, PA 17055
Address
(717) 697-8528
Telephone No.
Capacity: ^ Personal Representative
Counsel for personal representative