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Home My WebLink About02-0570PETITION FOR PROBATE and GRAN,,T/OF LETTJ'E~RS Estate of ~ No. ~~-V~ ~ ~v also kno n To: Register of tlls fort e Deceased. County of ~". Y' ~l n~} !rn in the Social Security No. ~ ~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age in the last will of the above decedent, dated ` and codicil(s) dated '~ (state relevant circumstances, e,g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~ ~' r lQ h d County, Pennsylvania, with ~~last family or principal residence_at ~, / DGL h t' /=~/e r-i 1~ Y' (list street, number and muncipality) years of at Except as follows, decedent d not marry, was not divorced nd did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as fallows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County + Value of real estate in Pennsylvania ;rII Tw l situated as follows: WHEREFORE, petitioner(s) respectfully, equest(s) the probate of the last will and codicil(s) presented herewith and the grant of letters fi S ~l ~"J ~ YI ]`Q r''L/ (testamentary; ad inistration c.t.a.; administration d.b.n.c.t.a.) theron. h U C .~ ~ ~ r .N a'- C ~ O t0 ': .~ a w, a° C m (%] g ~' ~ ,/Ifil~. dpi' ,~_ OATH OF PERSONAL REPRESENTATIVE COMMONWEA TH OF PENNSYLVANIA 1 ss COUNTY OF ~i ~ ~j(~Y ~~~ 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 my administer the estate according to law. Sworn to or affirmle~thand subscribed ,- a~'1 ~s!'" Cxti~~- c., before me this oo' a a m y ~ ~ ~~- 7 older an named 19 No. 21-2002-5~0 Estate of Eva G. Sollenberger, aka Ezra Sollenberger ~ Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW June 18th ~ 2002 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_ June 18th. 1998 described therein be admitted to probate and filed of record as the last will of Eva G Sollenbe~er aka Ezra Sc~llenberger ; and Letters TEstamentary are hereby granted to ~~ Gartner ..- Register of Wills /~%~ Mary C. Lewis FEES Probate, Letters, Etc.......... ~ 235.00 Short Certificates(5) .......... $ 15.00 ATTORNEY (Sup. Ct. I.D. No.) Renunciation ................ $ x-Pages (5) ~ 15.00 JCP TOTAL ~ 5.00 Filed ~7une.18.th.20Q2.......~2.7.Q,00... .ADDRESS PHONE c ~,,, c. L: f..~ MAILED LETTERS AND ORilER 'PO EXEC[T117R ' nG CnG nrC. This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate. will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 8453892 No. ' H 105, I N Rw. 7/87 tiPEnawT IN ERYANENT luac wR ~i -,--' Loc egistrar _~~~~~ , Date COMMONWEALTH OF PENNSYLVAMIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT Ifvsl. MrOW.L I SEX~• $UCIAL SECURITY NUMBER ree DATE OF OEATN,Mann. Day. wr7 ~ VA Jd LI EN ~E Cl E . ,. . r Ye; ~. ~n+A6E ~. a o ~ - 0 3 - ~9 i .. ~'UNE / ; aaoa, ADE ILaw BvMM,PyI UNDER 1 YEAR UNDER 1 0AT DATE Of B,ITTN SUTTMPLACE ~C.Y arw pIACE OF DEATH ICnecM anN aM - sBO inelrucW n m aMVr na01 D Mrwu r O.y IlareP j Mfnulw !Abmn. DLA'. ''•erl SvbaFdd09nrl~ouneyp~ HOSPITAL. OTHER: Y YR. r Nor. /,' • / ~/ a.QI[y OV~cV~ !~' InWIrNK ^ ERIOuWMwK U OOA ^ Ib ~ RpoNrA tJ rSpeCrNl L~. M ~ • . _ . COUNTY OF DE/vH CITY. 80110. TWP OF DEATH IFACK(TY W,M:_ ;n nq ns•N1M)n. gyre drew arw nwnoPrr WA$(~0Ej~C.E pE NT OF HISpA ORWINT RACE -Amen nlu.r,. 81Ptl, YY,MO, we. S r ,_ ~ O•ahl~ 11•~ ^•^KYPP.NXKdyDuDr,. I ~dEC[~-ivy PER ANN ru~- A . ~~ ~ McPran. peMp Rion. we. ,.1.... Esy k. , V . ,0. DECEDEM'S USUAL OCCUPAXJN KOVD OF BUSINE$SIINDU$TRY YMS DECEDENT EVERIN CEDENT'$EDUCATION NARRAL STATUS. MarlrO SURVWING SPONSE (liW kmOd+rk OarMIW r,row ~ A U.$.ARMEO FOIICE$T. NOVM MYrrW WMpwq II N r m Pb 0 ~ y G~^l ( .;, . . I .. ~ yO ypen rynyl a~r~•y ; o n01 ub b.l ~L~G rr.M'mL V f /~i~~ WP ^ NO ~L'-7y/ ENm«,t+rY/SKdquY C.IbW Owrua lSpe~M o1KiCET~1 c F ,v,n /L (,.ar5., n • ,,.. ,,. , , ~/~Oer~/~D , . > . , ,.. OECEOENT'S~MAI+LUq/A'D'OR/E ryreMj~CMTO.n. SUU.79Coael DECEDENT'S ~-y ~ ~ L~ - ~~ /•~/. A-L1.EN I/~/U6 ACTUAL ,T.. $41. DiE ,)e.IJ ,M. bceMr.ItwO~ IrP ee ~r- RESIDENCE A7EC/1AN/CSITU ~ ~ `~ /! ~ ^G • /~DJJ alnsr s~w~ b .myupT No.aea.Wr11Mr1 ,~. ,Te.caa LA-.V.l~ ,Te.^ .alanw:nwlwlaa FATHER'S NAME IFew. . LaW a,ly~ MOTHER'S NAME,FMr. Mraa1P. MPiOPn $W name) WFORMAPIT'SNAMER Frr10 ~J-DA/h ~~eTnYE INFORMANT' ADDRE891S1r CrN7Tawn,SMle, ayl ' s' ~~ ~ • ' f ~ METHODa015POSITION DATE OF DISPOS T ,~ ' i~uG ~ ~e~vL i~ • / ~o // anr r ~ /LG L I gkI PUCE OF pSPOSITMDN •Nemea Cemwry, Cremebry LOCAT N. C' SWe. 1•+D COOP Bnnw Gerdl,gn ^ RPmovY Iron S1Me ^ IMIXPn, Dey, Ywl r PIPq =1Dwwon^ obrlsp•aMl ^ •JlINE /7, X00 Z. aa. 2 DFfUNE E OR PE ING AS SUCH LICENSE NUMBER NA'AE ANO ADDRESS OF 5AC0.RY ~ ~,, e/-X79-L. ~;orr~,~,r ~.vEtac ye/~~ .~s7 ~-,1'f~a~aJr ~creV Pint .- 1. semi nP<.rNY MMn ~11M OPM dmy ArpyleEpP. OPW eCCyrryCal •.nO frmO. EFb iM pIK•NHeO LICENSE NUMBER s ml evaaaeb w ume aywn a (Sprwure rw TMNI DATE SKSNED OMitF 4uMdOIWr. (MMw. DaY, MNrI n. _ , Merl,s 242. m,w Ma•nlpbM EY THE OF DEATH /'' GATE pRONOUNLEDDEADIMOnm. Day. yerl WAS CASE REFERREDro MEDICAL EXAMINEWCORONERT E~ pPreerl wln polwwcNWwn. 2e. ~(~ : s',.1 P M ~ LNG-- ~ ~ ~~,`0 ~, Yw o MOIL tE . . 2.. ET. PART 1: Eder nN awebP. N1IIIrip r aypeailCrp 011itn GaaW VN yrn. Da tql MIr 1ne my0e of CyMIB, euan as Crraa Or rePralOry irreal. PMalr a Man IPiure. r ApprOamNU PART 11: Inef PpNIICW CptOibnP oorlerOrAip bONN Liw arPy ane Grwe ar, eerA MN. Ow , W~~e Ild reNwinBnlM UIKIPrMrrp cerr gden nPART I. anew ane aeeN SWEDIATE CAUSE (FMU1 i L DUEroKIR ASACON$EOUENCE OFl: S•Olbn...YwaelleMian. ,. i 3!'Qa.$1' c4 rw,Y. beilgbwll,rpPb ( DUE roIOR A,.ACONSEOUENCE OF): - I awr.. E,ew DNDE1M.TBq w •MKY 0. 1 _. SrelerYP00MrM DUEroIOR ASACON$EOUENCE OFl: rewerp n OPeP4lAST IL MRS AN AUIO-SY PERFORMEp7 WERE AUTOPSY FB/OWOS MMAABLE pRgR TO MANNER OF DEATH PATE OFIWURY TIME OFIWURY OYJURYRYYDRK7 DESCRIBE HDw IWURY OCCURRED ETION OF CAUSE 'Y( . IMMm. Oey. Merl OfOEATH ~~ ^ NaNw Ic ~ CJ Accitlenl ^ PMWrBImPwiywian ^ WP ^ No^ ,Ye ^ No ~ Yw ^ NO [~ 911idW ^ Coule nd W ylermnw ^ PUCE OF IW URY ~ N I I l w M 2e0. ~ MIme, Prm, fuew, enory, o rw LOCATION ISPM. Caylben. SMbI DlelOirq, we. 6pxMl 2W CHTTMREII ICnear any aryl . ]M. •CfIITIiYMq PNYfIC1AN IPnYOa'P^'-rMY'^7~e•dOOrn`M'•n+^aerer onrsrcan nat pprprrrcW yam arq compelea Item 271 TO BN b•wamYlabrbOye.yr,b Oeeurre00wblM ewee(PI PrW meOMrae Wllq ^ SIDNATU TITLE OF CERTIFIER ~' '/ / ~_ /~.-- .......... ................ .............. ............. ~ ~~• ~ ]10. [. •-RONOINIOSID ANO ClRTIFYBq P'IIY8M:IAN IPMparan apm Jt •rtaY•q tODUte d yawl TO,I,e Oee, a mY Pr,OnleA e OeaO,xa e , U tl y LICENSE NU BER f y ~ ~ ~ DATE SK+NED I . MPr1 a.~ ~ O 1 ... ^ y , we re ere, a b. ano piceO aM Oy b tla a•••Ngana meen.r...Mlw ...................... '.._1 7t ~ l 2, . 2 O 2... NAME AND ADDRESS Of PERSON WHO COMPLETED CAUSE DEATH 'MEDICAL EIUMINERMORONER O Illem 271 Type aK Pnn1 ~,r Q, }L L n UN belle W eaemimtlon rW/w MveellBalion, in my opinion, deem ycurreo PI,M Ilme, de,e, ano place, and d •,o Ine aeueelPl erW „IORrle1 Y we1W ..... ~.1 I J t't w J ... I '~ ~~ ............ ........................................... ^ REGI$TRM'SSKiNATURE AND NUMBER ^ a2. i .P, .. y.., e r a ~ 7 ~ 7 3 DATE fl ~ _ ,~ LEDtMOam Oay.Mwl ~. V • , 21-2002-570 LAST WILL AND TESTAMENT OF EVA G. SOLLENBERGER I, EVA G. SOLLENBERGER, of 1012 S. 19'~ Street, Harrisburg, Dauphin County, Pennsylvania 17104, declare this to be my Last Will and revoke any Will previously made by me. ITEM I: I direct that all my just debts and funeral expenses, including the cost of a suitable grave marker and perpetual care for my burial plot, shall be paid from the assets of my estate as soon as practicable after my decease. ITEM II: I give, devise and bequeath all of my estate, real, personal and mixed, wheresoever situated, as follows: (A) I give, devise and bequeath specific amounts of money to the following, provided that they survive me. In the event any of the following beneficiaries predecease me, said sum shall revert to my residuary clause of this Will: (1) Five Thousand Dollars ($5,000.00) to ADAM GARTNER; (2) Three Hundred Dollars ($300.00} to STANLEY GARTNER; (3) Two Thousand Dollars ($2,000.00) to FREDERICK GARTNER; (4} Three Hundred Dollars ($300.00) to DONNA CULLEN; (5) Three Hundred Dollars ($300.00) to THELMA GARTNER; (6) Two Thousand Dollars ($2,000.00) to KENNETH SCHENFELT; (7) Three Hundred Dollars ($300.00) to KARL SCHENFELT; Page One (1) of Six (6) Pages (B) I give, devise and bequeath my house that I reside in at the time of my death and all furnishings, fixtures and appliances located thereon to ADAM GARTNER of 55 Kensington Drive Camp Ilill, Pennsylvania. In the event ADAM GARTNER should predecease me, I give devise and bequeath my house and all furnishings, fixtures and appliances located thereon to Adam Gartner's wife, THELMA GARTNER. In the event THELMA GARTNER predeceases me, I give, devise and bequeath my house and all furnishings, fixtures and appliances located thereon to her children surviving at my death. (C) I give, devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, wheresoever situated, as follows: One Hundred Percent (100%) to ADAM GARTNER. >f Adam predeceases me, then the rest residue and remainder of my estate, I give, devise and bequeath to his wife, THELMA GARTNER. >f Thelma is not so surviving, then I give, devise and bequeath the rest, residue and remainder of my estate equally to Adam and Thelma's children surviving at my death. ITEM III: No interest in income or principal shall be assignable by or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. ITEM IV: All federal, state, and other death taxes payable on the properly forming my gross estate for tax purposes, whether or not it passed under this Will, shall be paid out of the principal of my residuary estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. ITEM V: I authorize my Executor. (a) to retain and to invest in all forms of real and personal property, regardless of (i) arry limitations imposed bylaw on investments by executors or trustees, (ii) arty principle or law concerning delegation of investment responsibility by executors or trustees, or (iii) any principle of law Page Two (2) of Six (6) Pages concerning investment diversification; (b) to compromise claims and to abandon any property which, in my Executor's opinion, is of little or no value; to borrow from, and to sell property to others, and to pledge property as security for repayment of any funds borrowed; (c) to sell at public or private sale, to exchange or to lease for any period of time any real or personal property, and to give options for sales or leases; (d) to join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; (e) to use administrative or other expenses of my estate as income tax or estate tax deductions and to value my estate for tax purposes by any optional method permitted by the law in force when I die, without requiring adjustments between income and principal for any resulting effect on income or estate taxes; and (f) to distribute in kind and to allocate specific assets among the beneficiaries in such proportions as my Executor may think best, so long as the total market value of any beneficiary's share is not effected by such allocation. These authorities shall extend to all real and personal property at any time held by my Executor and shall continue in full force until the actual distribution of all such property. All powers, authorities, and discretion granted by this Will shall be in addition to those granted bylaw and shall be exercisable without leave of court. ITEM VI: I appoint my nephew, ADAM GARTNER, Executor under this Will. Should my nephew, Adam, fail to qualify or cease to act as Executor, I appoint his wife, THELMA GARTNER, Page Three (3) of Six (6) Pages Executrix under this Will. I direct that any fiduciary acting hereunder shall not be required to enter bond or other security in any Court or jurisdiction in which said fiduciary maybe called upon to act. ITEM VII: I appoint my Executor Guardian of the estate over any property that may pass to any minor children with respect to which property I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the same management powers as those granted my Executor may pay or apply principal as well as income for the minor's welfare, comfort, support or education, without court approval, and if he, in his sole discretion, determines that it is impractical to administer any fund, he may deposit such fund in one or more savings accounts in the minor's name, payable to him or her at majority. The guardian shall have no further responsibility for any funds so paid, applied or deposited. ITEM VIII: I hereby declare it to be my expressed desire that my Executor employ the services of my personal attorney, JOHN R. ZONARICH, ESQUIRE, as the attorney for my Estate, since he has particular knowledge of all of the facts and circumstances involved herein. IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my Last Will and Testament, consisting of Six {6) typewritten pages, including this attestation clause and the folio Acknowledgment and Affidavit, to be executed, declared and published this ~ ''day of 1998, at Pennsylvania. EVA G. SOLLENBER R Page Four (4) of Six (6) Pages ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF DAUPHIN ) I, EVA G. SOLLENBERGER, the Ted whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. c,. iti-I~~ ~ .~ EVA G. SOLLENBERGER Sworn or affirmed to and acknowledged before me by EVA G. SOLLENB RGER, the Testatrix this day of /j~,.~- 1998. Page Five (S) of Six (6) Pages Ulv7 J Public (SEAL) My Commission Expires: Notarial Seal Sharon K. Shaffer, Notary Public Harrisburg, Dauphin County My Commission Expires Aug. 17, 2000 ~ ~ -• - -- AFFIDAVIT COMMONWEALTH OF PENNSYLVATTIA ) SS: COUNTY OF DAUPHIN ) ..-- ~~ W , ~ ESQ ~~~' e witnesses, whose nam ar signed tc~:~""""'hed or foregoing instrumern, being d ed according to law, do depose and sa t we were present and saw EVA G. SOLLENBERGER, sign and execute the instrument as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the T{e~~statrix was at the time twerny-one (21) or more years of age, of sound mind and under no cbnstraiflt ~r unduelinfluence. Residing at LQ 33~- st-~~o 2~ ~tl~ (.~ %~LI°J S ~ ~ 70~ ~~~~~ My Commission Expires: Page Six (6) of Six (6) Pages Notarial Seal Sharon K. Shaffer, Notary Public Harrisburg, Dauphin County My Commission Expires Aug. 17, 2000 _ _ _~ _ lifl$y U8N18 ~e>~d@ ~ ®fl (~ ~fl~ C~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Eva G. Sollenberger a/k/a Eva Sollenberger Date of Death: June 11. 2002 Will No. Admin. No. 20-02-00570 To the Register: 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 July 16, 2002: Name Address Stanley Gartner, 163 Hickory Road, Dillsbura PA 17019 Karl Schenfelt, 201 Tree Top Court, Warminster PA 18794 Kenneth E. Schenfelt. 730 Brintons Wood Rd West Chester PA 19382 Donna Cullen, 171 Torv Circle, Enola, PA 17025 Frederick Gartner, 84 Honeysuckle Drive, Mechanicsburg PA 17055 Thelma Gartner, 55 Kensington Drive Camp Hill PA 17011 Adam Gartner, 55 Kensington Drive, Camp Hill PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except None Date: July 16, 2002 Signature Name erbert G. Rupp, Jr., Esquire Address 5 N 21St St., Suite 205 Camp Hill, PA 17011 Telephone (717) 761-3459 Capacity: Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENrT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: HERBERT RUPP ESQUIRE 355 N 21ST STREET CAMP HILL, PA 1701 1 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EXI11-96) NO. CD 001597 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE INFORMATION: SSN: 204-03-8977 FILE NUMBER: 2102-0570 DECEDENT NAME: SOLLENBERGER EVA G DATE OF PAYMENT: 09/05/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/ 1 1 / 2002 101 ~ S31,350.00 TOTAL AMOUNT PAID: REMARKS: HERBERT RUPP ESQUIRE CHECK#1023 SEAL INITIALS: VZ RECEIVED BY: MARY C. LEWIS S31,350.00 REGISTER OF WILLS REGISTER OF WILLS COMMONWE~~LTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 6l;REAU OF*INDIVIDUAL TAXES DEPT. 280601 iiARRISBURG, PA 17128-0601 RECEIVED FROM: HERBERT RUPP ESQUIRE 355 N 21ST STREET CAMP HILL, PA 1701 1 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSM CONT OL NU ER fold 101 ESTATE INFORMATION: ssrv: 204-o3-ssi 7 FILE NUMBER: 2102-0570 DECEDENT NAME: SOLLENBE G V DATE OF PAYMENT: 09/05/20 2 POSTMARK DATE: 00/00/ 0 couNTY: CUMBERL D DATE OF DEATH: 06/ 1 1 / 002 TOTAL AMOUNT PAID: REMARKS: ADAM GARTNER C/O HERBERT RUPP ESQUIRE SEAL CHECK#1023 AMOUNT 531,500.00 531, 500.00 INITIALS: VZ RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REV-1162 EX(11-961 NO. CD 001593 REGISTER OF WILLS ~Q,~ - '~,~v- ~~ ~ d de' l S F 7 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 NO. CD 001876 HERBERT G RUPP JR ESQUIRE 355 N 21ST STREET SUITE 205 CAMP HILL, PA 1701 1 fold ESTATE INFORMATION: ssrv: 204-o3-89i7 FILE NUMBER: 2102-0570 DECEDENT NAME: SOLLENBERGER EVA G DATE OF PAYMENT: 1 1 /22/2002 POSTMARK DATE: 1 1 /21 /2002 COUNTY: CUMBERLAND DATE OF DEATH: 06/ 1 1 / 2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $4,059.92 TOTAL AMOUNT PAID: REMARKS: ADAM GARTNER C/O HERBERT G RUPP JR ESQUIRE CHECK#1026 SEAL INITIALS: CW RECEIVED BY: MARY C. LEWIS REV-1162 EXI11-961 54,059.92 REGISTER OF WILLS REGISTER OF WILLS i.~"~ I. ~a ,~... ...:Y' t:;11 L,i•! r, .., tv... I:L:Y QW C'1* :;' V t.Cl ~:::,t U ~;_:1 N ;~ ~ ~~., o ~~~ o ,~~~a ~~~ r-~~ ~ * ,:I~, (;~;1 i..l"1 ~•C:f ~..i;~t ,,... I+~. I^... J a Z N O .W ~ H ~ ~ H Q - W ~ ~ ~ O .~ Y~ o W~W~^ ~ m V `v o ~ N~ Za ~ ~N~ H o ~;o QOM= -U ~_~ acn=~ ~~E"V o a-~Q _ ~ ~ 0 ~ ` U ~ O az ~ ~ N v, 'a,~o~ Q ~ ~ U O U ch I HERBERT G. RUPP, JR. RICHARD C. RUPP ANN MEIKLE ERIKSSON (1964-82) LAW OFFICES RUPP AND MEIKLE A PROFESSIONAL CORPORATION 366 NORTH 21ST STREET, SUITE 206 CAMP HILL, PA 17011 (717) 761-3469 E-MAIL: RUPPLAWI®AOL.COM November 21, 2002 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Eva G. Sollenberger a/k/a Eva Sollenberger, deceased No. 21-02-0570 Our File No.: S-3719.01 MAILING ADDRESS P.O. BOX 396 CAMP HILL, PA 17001-0396 TELEFAX: (717) 730-0214 Dear Ladies: Enclosed please find the following for filing: Original Inventory; Original and one copy of Rev. 1500 Inheritance Tax Return; Check No. 1026 made payable to the Register of Wilts, Agent in the amount of $4,059.92 for the remaining balance of tax due; and Check No. 1027 made payable to the Register of Wills in the amount of $25.00 for the filing fee Please mail the receipt to our office. Thank you. Yours sincerely G. Rupp, Jr. HGR/bk Enclosures FORM 16 REG. WILLS INVENTORY of all real and personal estate of EyA G. SOLLENBERGER a/k/a EVA SOLLENBERGER deceased, late of 55 KENSINGTON DRIVE CAMP HILL (Number and street) (oityj LOWER ALLEN TOWNSHIP ,Cumberland County, Pennsylvania, 17011 jBorough or Township) who died JUNE 11, 2002 (date of death) 1 2 3. 4. 5. 6 7 8 (Zip Code) PERSONAL ESTATE SCHEDULE CAP Account - Wachovia Securities No. 9620843554 Principal 62882.13 Accrued interest to date of death 27.09 74 U.S, S~ries'8onds -list attached Prin~i~at` 1387.50 Interest 8410.72 Waypoint Bank -Savings Account No. 100101713 Principal 900.25 Accrued Interest to date of death .12 Waypoint Bank.- Certificate of Deposit No. 131162747 Principal 16173.34 Accrued interest to date of death 9.00 Waypoint Bank - Cert~cate of Deposit No. 155297275 Principal 13181.98 Accrued interest to date of death 12.16 G - -_ ,~, Waypoint Bank -Certificate of Deposit No. 15502284 Principal 5100.00 ~~ Accrued interest to date of death 4.82 >v Waypoint Bank -Certificate of Deposit No. 155302285 `~ Principal 10000.00 _ - Accirued interest to date of death 9.56 --~ Fulton Bank -Certificate ofbeposit No. 012-0126410 Principal 747.57 Accrued' in#erest to date of death 5.71 753.28 TOTAL .....:.................................... $118,852.25 REAL ESTATE SCHEDULE NONE MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA NONE 69909.22 9798.22 900.37 16182.34 13194.44 5104.82 10009.56 Copyright 2000 David James Thorpe, Esq. AFFIDAVIT OF EXECUTOR OR ADMINISTRATOR Commonwea~ilfh /o~ Qperu/zs~Cvania SS. County o~l.umberland Personally before me,the undersigned authority, a Notary. Public and State, appeared ADAM GARTNER to law, deposes and says that he is the executor or administrator of the estate of in and for said County who, being duly sworn according EVA G. SOLLENBERGER a/k/a EVA SOLLENBERGER ,deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of EVA G. SOLLENBERGER a/k/a EVA SOLLENBERGER deceased, except real estate outside the Commonwealth of Pennsylvania, that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be fair value of said items as of the date of the decedent's death. Sworn and subscribed before me this ~d day of 1~-~t~v~it~C,r ~ ~~~ ,,,(1,~,~.,,,, ~~,~yt.f,rt,,, h ~ ~'l_h..Cl~_~ ~p ~ ADAM~G'A`+RJT'N~~ER EXECUTOR NOTARIAL SEAL ADDITIONAL INSTRUCTIONS BARBARA J. KOCHER, Notary Public ~. ~i@'-pib~~RSPs16'All-1~19 ~ an the date the account is filed or the due date, including any extension, for the M on Ex fires ,2005 months from the date of death) whichever comes first. 2. A Supplemental inventory must be filed within thirty days of discovery of additional 3. An original and two copies must be filed. 4. Additional sheets may be attached as to personalty or 5. See Section 3301 et seq. Of the Probate Estates and Fiduciaries Code of 1972, as amended. 6. The inventory must be typed. ~ y y -~ ,_, fD rn ~ ~ g c U ~ ~ Q. ~ _ ~ m D w = Cn Z N cn ~ c - ~ ~ ~ c N O Ui m m G7 0 ~ z 7 `~ ~m ~° ~ z CD D rn 0 N D m n fD N N fD Q 0 z 0 N 0 N O cn ~ o ca m Copyright 2000 David James Thorpe, Esq. ~~~ ~~ -~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-D6D1 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 ER AFP t01-03) DATE 01-20-2003 ESTATE OF SOLLENBERGER EVA G DATE OF DEATH 06-11-2002 FILE NUMBER 21 02-0570 ,; ~"7 COUNTY CUMBERLAND HERBERT G RUPP JI~'`" - ' ACN 101 RUPP & MEIKLE Amount Remitted 355 N 21ST ST STE 205 CAMP HILL `.;PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 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 SOLLENBERGER EVA G FILE N0. 21 02-0570 ACN 101 DATE 01-20-2003 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) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 72,707.44 credit to your account, 3. Closely Neld Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 46,144.81 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 138,479.61 8. Total assets (g) 257,331.86 APPROVED DEDUCTIONS AND EXEMPTIONS: 6,053.15 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,788.23 11. Total Deductions (11) 8.841.18 12. Net Value of Tax Return (12) 248,490.68 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 248,490.68 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) •00 X 04 5 . .00 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) 248,490.68 X 15 - 37,273.60 19. Principal Tax Due (19)= 37,273.60 DATE NUMBER INTEREST/PEN PAID (-) PAID 09-05-2002 CD001597 1,650.00 31,350.00 11-21-2002 CD001876 .00 4,059.92 PAYMENT MUST BE MADE BY 03-11-2003*. ^ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 37,059.92 BALANCE OF TAX DUE 213.68 INTEREST AND PEN. .00 TOTAL DUE 213.68 ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 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) N0. CD 002129 RUPP HERBERT G JR ESQUIRE 355 N 21 STREET CAMP HILL, PA 1701 1 ------- fold ESTATE INFORMATION: ssN: 204-o3-8si7 FILE NUMBER: 2102-0570 DECEDENT NAME: SOLLENBERGER EVA G DATE OF PAYMENT: 02/05/2003 POSTMARK DATE: 02/04/2003 COUNTY: CUMBERLAND DATE OF DEATH: 06/ 1 1 /2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 5213.68 TOTAL AMOUNT PAID: REMARKS: HERBERT G RUPP JR ESQUIRE CHECK# 1022 INITIALS: AC SEAL RECEIVED BY DONNA M. OTTO 5213.68 DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 2806D1 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX HERBERT G RUPP JR RUPP 8 MEIKLE 355 N 21ST ST STS, 205 CAMP HILL '`PA 17011 REY-1547 EX ~fP t01-DS) DATE 01-20-2003 ESTATE OF SOLLENBERGER EVA G DATE OF DEATH 06-11-2002 FILE NUMBER 21 02-0570 COUNTY CUMBERLAND ACN 101 Amount Remitted ~ l3. l~ ~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ LAW OFFICES B,UPP AND MEIKLE A PROFESSIONAL CORPORATION P. O. BO% 396' CAMP HILL, PA 17001-0396 ~,~7~ ~,- ~;~.1 *~. ~ ~~~ ''., -,~ MAILEQ FROdA.ZtA c_ __.__ ~"' Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 :,~ ~ _:~_:•_L i4l~tidl,~1111„„iL~iL„ti~~~it,IJ4~l~i,li,t~~ili~ll~i1 /~- moo- ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT HERBERT G RUPP JR ~~ RUPP & MEIKLE 355 N 21ST ST STE 205 CAMP HILL PA 1701$."i, REY-1607 EX AFP (O1-OS) DATE 02-18-2003 ESTATE OF SOLLENBERGER EVA G DATE OF DEATH 06-11-2002 FILE NUMBER 21 02-0570 'GQUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HDUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG_ THIS LINE __-___ RE_TAIN LOWER P_ORTI_ON FOR YOUR RECORDS __~ _____________________ REV-1607 EX AFP (01-03) ~*~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~~ ESTATE OF SOLLENBERGER EVA G FILE N0. 21 02-0570 ACN 101 DATE 02-18-2003 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-20-2003 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 37,273.60 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 09-05-2002 CD001597 1,650.00 31,350.00 11-21-2002 CD001876 .00 4,059.92 02-04-2003 CD002129 .00 213.68 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 37,273.60 .00 .00 .00 i~ V ~~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: EVA G. SOLLENBERGER Date of Death: Tent e 1 l~ 2002 Will No.: Admin. No.: 2002-00570 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~_ No 2. If the answer is No, state when the personal representative reasonably believes 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 separate Orphans' Court No. (if any) for the personal representative is: c. Did the personal representative state an account informally to the parties in interest? Yes ~ No d. Copies of receipts, releases, joinders and approvals of form or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Previously filed on Date: March 27. 2003 Signature Adam Gartner Name (Please type or print) 55 Kensington Drive, Camp Hill, PA 17011 Address 737-8507 Telephone Number Capacity: ~_ Personal Representative Counsel for personal representative COMMONIlVEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 L- V REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ........... ... ... ... ..O.FFICiAi."USE.O... .... ........ ..n.i..7.~.n7 6 I- Z w o w (.) w o 2 ~.!2(1) U"-" . o.u ..c~.Q o o.m 0. <( 3. Remainder Return (date of death priortc12_ 13-82) 4. Limited Estate 4a, Future Interest Comprise (date c/death after 12-12-82) 5. Federal Estate Tax Return Required Decedent Died Testate (Attach copy of Will) 7. Decedent Maintained a Living Trust (Attach a copy of Trust) 8. Total Number of Safe Deposit Boxes Election to tax under Sec. 9113{A) Litigation Proceeds Received 10. Spousal Poverty Credit (dale of death between 12.31_91 and 1-1-95) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: "E NAME COMPLETE MAILING ADDRESS = = = 8- = ~ <5 C> 1. Real Estate (Schedule A) (1) (2) (3) (4) (5) (6) $0.00 OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) $72,707.44 3. Closely Held Corporation, Partnership or Sole-Proprietorship $0.00 z o ~ ....J => I- a. <( u w a:: 4. Mortgages & Notes Receivable (Schedule D) $0.00 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) $46,144.81 6. Jointly Owned Property (Schedule F) Separate Billing Requested $0.00 7. Inter-Vivos Transfers & Misc. Non-Probate Property (Schedule G or L) (7) $138,479.61 8. Total Gross Assets (total Lines 1-7) $257,331.86 (8) (9) $6,053.15 (10) $2,788.23 (11) $884118 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (12) $248,490.68 13. Charitable and Governmental BequestS/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (13) $0 00 z o ;: ~~ f--" ~ ~ o o 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec, 9116 (a)(1.2) $0.00 (14) $248,490.68 (15) (16) (17) (18) (19) x 16. Amount of line 14 taxable at lineal rate x $0.00 17. Amount of line 14 taxable at sibling rate .12 x $0.00 18. Amount of line 14 taxable at collateral rate 19. Tax Due .15 $37273 60 x $37,273.60 20. CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Copyright 2000 David James Thorpe, Esq. Deced,ent's Complete Address: 'STREET ADDRESS Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) 3. InteresUPenalty if applicable D. Interest E. Penalty 4. InteresUPenalty (D + E) If line 2 is greater than line 1 + line 3, enter the difference, This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BAlANCE DUE. (4) (5) (SA) (58) Make Check Payable to: REGISTER OF WILLS. AGENT 5. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS Yes No ,. Did decedent make a transfer and: e, 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 revisionary interest; or d. receive the promise for life of either payments, benefits or care? If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? 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 indilJklual retirement account, annuity, or other non-probate property? 2. 3. 4. (1) $37,273.60 (2) $33,213.68 (3) $0,00 $4,059.92 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, J declare that I have examined this retum, including accompanying sc/1edules and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration of pre parer other than the personal representative is besed on all the information of which preparer has any knowledge. SIGNATURE OF IfERSON RESPON rJvcI...('" /--1...- ADDRESS I Street, Suite 205, Camp Hill, PA 17011 - For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. 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 no exempt a transfer to a survilJing spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the survNing 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) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S, 99116{1.2) [72 P.S. S9116(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. sg116(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. Copyright 2000 David James Thorpe, Esq. SKARLATOSIl: ZONARlCH ,. "-, LAST WlLL AND TESTAMENT OF EVA G. SOLLENBERGER LEVA G SOLLENBERGER, of 1012 S 19th Street. f1arri,hur~, Dauphin ('ounty, ""II"" I';ll\ia 1711.1, dedare this 10 h.., 111\' f ,as' "'ill and le\(l~e am \\,,11 1'1l'")o,,sly mad" by Ill<.' ITL1\1/ 1 <.JrrL'Ctthal all mY.lusl <.Jebts and hmeral e~p<:nse', indudmg Ihl' eOS! ofa SUllabk grave marker and perpetual care lor my burial plOI, shall be paid from the assets of my estate as soon as practicable after my decease. ITEM II: ] give, devise and bequeath all of my estate, real, personal and mixed, wheresoever situated, as follows: (A) ] give, devise and bequeath specific amounts of money to the following, provided that they survive me, In the event any of the following beneficiaries predecease me, said sum shall revert to my residuary clause of this Will: (I) Five Thousand Dollars ($5,00000) to ADAM GARTNER; (2) Three Hundred Dollars ($30000) 10 STANLEY GART"iER, (J) Two Thousand Dollah IS2,lXI(} (KIIIO FRFlll-:iUC!\. (;Aln"FR. (-1) Three Hundred Dollars ($300 L'lIi tll DO:\~A Cl'I.LE'\, (5) Three Hundred Dollars ($300.00) to THELMA GARTNER; (6) Two Thousand Dollars ($2,000.00) to KENNETH SCHENFEL T; (7) Three Hundred Dollars ($300,00) to KARL SCHENFELT; Page One (I) of Six (6) Pages ~-:~~r-~'~7:';iI~:~~~:41t~~_-:';;_ ~ '~:""";:;"""~~~-------"~"~'.'~- ~- (B) I give, devise and bequeath my house that I reside in at the time of my death and all furnishings, fixtures and appliances located thereon to ADAM GARTNER of 5 5 Kensington Drive Camp Hill, Pennsylvania. In the event ADAM GARTNER should predecease me, I give devise and bequeath my house and all furnishings, fixtures and appliances located thereon to Adam Gartner's wife, THELMA GARTNER In the event TIffiLMA GARTNER predeceases me, I give, devise and bequeath my house and all furnishings, fixtures and appliances located thereon to her children surviving at my death. (C) I give, devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, wheresoever situated, as follows: One Hundred Percent (100"10) to ADAM GARTNER If Adam predeceases me, then the rest residue and remainder of my estate, I give, devise and bequeath to his wife, TIffiLMA GARTNER If Thelma is not so surviving, then I give, devise and bequeath the rest, residue and remainder of my estate equally to Adam and Thelma's children surviving at my death. ITEM III: No interest in income or principal shall be assignable by or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. ITEM IV: All federal, state, and other death taxes payable on the property forming my gross estate for tax purposes, whether or not it passed under this Will, shall be paid out of the principal of my residuary estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. ITEM V: I authorize my Executor: (a) to retain and to invest in all forms of real and personal property, regardless of (i) any limitations imposed by law on investments by executors or trustees, (ii) any principle or law concerning delegation of investment responsibility by executors or trustees, or (iii) any principle oflaw Page Two (2) of Six (6) Pages concerning investment diversification; (b) to compromise claims and to abandon any property which, in my Executor's opinion, is of little or no value; to borrow from, and to sell property to others, and to pledge property as security for repayment of any funds borrowed; (c) to sell at public or private sale, to exchange or to lease for any period of time any real or personal property, and to give options for sales or leases; (d) to join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; (e) to use administrative or other expenses of my estate as income tax or estate tax deductions and to value my estate for tax purposes by any optional method permitted by the law in force when I die, without requiring adjustments between income and principal for any resulting effect on income or estate taxes; and (f) to distribute in kind and to allocate specific assets among the beneficiaries in such proportions as my Executor may think best, so long as the total market value of any beneficiary's share is not effected by such allocation. These authorities shall extend to all real and personal property at any time held by my Executor and shall continue in full force until the actual distribution of all such property. All powers, authorities, and discretion granted by this Will shall be in addition to those granted by law and shall be exercisable without leave of court. ITEM VI: I appoint my nephew, ADAM GARTNER, Executor under this Will. Should my nephew, Adam, fail to qualifY or cease to act as Executor, I appoint his wife, THELMA GARTNER, Page Three (3) of Six (6) Pages Executrix under this Will. I direct that any fiduciary acting hereunder shall not be required to enter bond or other security in any Court or jurisdiction in which said fiduciary may be called upon to act. ITEM VII: I appoint my Executor Guardian of the estate over any property that may pass to any minor children with respect to which property I am authorized to appoint a f:,'lIardian and have not otherwise specifically done so. Such guardian shall have the same management powers as those granted my Executor may payor apply principal as well as income for the minor's welfare, comfort, support or education, without court approval, and ifhe, in his sole discretion, determines that it is impractical to administer any fund, he may deposit such fund in one or more savings accounts in the minor's name, payable to him or her at majority. The guardian shall have no further responsibility for any funds so paid, applied or deposited. ITEM VITI: I hereby declare it to be my expressed desire that my Executor employ the services of my personal attorney, JOHN R. ZONARICH, ESQUIRE, as the attorney for my Estate, since he has particular knowledge of all of the facts and circumstances involved herein. IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my Last Will and Testament, consisting of Six (6) typewritten pages, including this attestation cla~ and the r"'''"'''' """ Affid,.', '" b',~=''''' dc'''''''' ~d ""Jili,"'" ,Ii;, / If - "', or ]998 at /~ V , Pennsylvania. , , v 0 Page Four (-I) of Six (6) Pages {~.J1 J&!!e -t<r- EVA G. SOLLENBER - ACKNOWLEDGMENT COMMONWEALTII OF PENNSYLVANIA ) : SS: COUNTY OF DAUPHIN ) I, EVA G. SOLLENBERGER, the Testatrix. whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. Testatrix this ? ~.h...-J...f&. Z EVA G. SOLLENBERGER - Sworn or affirmed to and acknowledged before me by EVA G. S6LLENB GER, the / M my of fJ't Jt..L.. , 1998. . (; ~ II ft~fX//(ljj 1;1j/L ary Public . , (SEAL) My Cominission Expires: Page Five (5) of Six (6) Pages Notanal Seal Sharon K. Shaffer, Notary Pubhc Harrisburg. Dauphm County My ~~mmisslon .E~P!r8S AU9: '?: 3.0?O~ ~M lif, f:l!1tt.:iYY Ilia Iii Iii I I lJ U 01 AFFIDAVIT COMMONWEALTI-l OF PENNSYLVANIA COUNTY OF DAUPHIN ) ) 55: signed t th ached or foregoing instrument, being d ed according to law, do depose and sa t we were present and saw EVA G. SOLLENBERGER, sign and execute the instrument as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at the time twenty-one (21) or more years of age, of sound mind and under no ' r undu influence. V Residing at ----- Residing at . the Residing at w rn oj?,rmed I / 'l'fl} ledged before m d . 1998 /; i/fi)/ttJiw/( gjW.~, otary Public I / I (SEAL) My Commission Expires: Page Six (6) o/Six (6) Pages Notarial Seal Sharon K. ShaHer. Notary Public Harrisburg, Dauphin County M~Commisslon Expire. Aug. 17, 2000 t, " Y ".,, >8661A 16" 0 0 tl~' -- . r.OMMONINEALTH OF PENNSYLVANIA . INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ], ESTATE OF SOLLENBERGER, EVA G. alkJa SOLLENBERGER, EVA FILE NUMBER 21-02-0570 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION NUMBER (If more space is needed, insert additional sheets of the same size) Copyright 2000 David James Thorpe, Esq. Wachovia Securities. Inc. Retail Investment Group NC1164 401 South Tryon Street Charlotte, NC 28288 . - WACHOVIASECUlUTIES September 17, 2002 Rupp & Meike Attorney at Law Hebert Rupp 335 N 21 sl. Street Camp Hill. PA 17011-3707 Fax: (717)730-0214 RE: CAP Account 9620843554 Estate of Eva S\ll!enberg~r Dear Mr. Rupp: Thank you for contacting Wachovia Securities. This letter is in response to your request for information regarding the CAP Account of Eva Sollenberger. The value of CAP Account number 9620843554 was $62,882.13 with accrued interest in the FDIC Insured option of $27.09 on June 11,2002. The value of Brokerage Account number 73835518 was $0.00. If we can be of any further assistance, please do not hesitate to call an Estate Processing Specialist at 1-866-874-2717. Sincerely, gA<~ ~h- Brian Austin Estate Processing Specialist Retail Investment Group *First Union National Bank and Wachovia Bank, N.A merged effective April 1, 2002,.and the combined bank is now Wachovia Bank, N.A. First Union is a registered trademark of Wachovia Corporation. UThe price per share is based on the closing price at the end of regular trading hours for the date of death. Due to certain securities not priced on a daily basis, we can not guarantee that the price given was as of the date of death. The market information contained herein, including but not limited to, prices, quotes and statistics, has been obtamed from sources that we believe to be rellable, but we do not offer any guarantees as to its accuracy or completeness. Securities and Insurance Products: ;\'ot Insured B)' FDIC Or Any "'fA Y LOSE VALUE Not A Deposit Of Or Guaranteed By Federal Government Agency A Bank Or Any Bank Affiliate Brokerage services otfered through Wachovia Securities Inc., a registered broker.dealer and a separate, non~bank affiliau~ ofWachovia Corporation Member NYSE and SIPe. RGCUS 849532706 '.1,,,,,,'.,,, NYSF .,'~- Savings Bond Redemption Waypoint Bank 235 North Second Street Harrisburg PA 17101 Date: 6/24/2002 Tax ID Number: 204-03-8917 User: WEAVERAM Branch: 00018 EVA G SOLLENBERGER 55 KENSINGTON DR CAMP HILL, PA 17011 Bond Type Denom Mo Year Purchase Redeem Interest ----------------------------------------------------------- Series E 25 01 1967 18.75 125.86 107.11 Series E 25 01 1967 18.75 125.86 107.11 Series E 25 02 1967 18.75 125.86 107.11 Series E 25 02 1967 18.75 125.86 107.11 Series E 25 03 1967 18.75 125.86 107.11 Series E 25 04 1967 18.75 125.86 107.11 Series E 25 04 1967 18.75 125.86 107.11 Series E 25 05 1967 18.75 127.06 108.31 Series E 25 05 1967 18.75 127.06 108.31 Series E 25 06 1967 18.75 128.46 109.71 Series E 25 06 1967 18.75 128.46 109.71 Series E 25 07 1967 18.75 128.45 109.70 Series E 25 07 1967 18.75 128.45 109.70 Series E 25 07 1967 18.75 128.45 109.70 Series E 25 08 1967 18.75 128.45 109.70 Series E 25 08 1967 18.75 128.45 109.70 Series E 25 09 1967 18.75 128.45 109.70 Series E 25 09 1967 18.75 i28.45 109.70 Series E 25 10 1967 18.75 128.45 109.70 Series E 25 10 1967 18.75 128.45 109.70 Series E 25 11 1967 18.75 129.70 110.95 Series E 25 11 1967 18.75 129.70 110.95 Series E 25 12 1967 18.75 131.28 112.53 Series E 25 12 1967 18.75 131.28 112.53 Series E 25 12 1967 18.75 131.28 112.53 Series E 25 01 1968 18.75 131.28 112.53 Series E 25 01 1968 18.75 131.28 112.53 Series E 25 02 1968 18.75 131.28 112.53 Series E 25 02 1968 18.75 131.28 112.53 Series E 25 03 1968 18.75 131.28 112.53 Series E 25 03 1968 18.75 131.28 112.53 Series E Series E Series E Series E 25 25 25 25 04 1968 04 1968 05 1968 05 1968 18.75 18.75 18.75 18.75 131.28 131.28 132.57 132.57 112.53 112.53 113 . 82 113.82 Savings Bond Redemption Waypoint Bank 235 North Second Street Harrisburg PA 17101 Date: 6/24/2002 Tax ID Number: 204-03-8917 User: WEAVERAM Branch: 00018 EVA G SOLLENBERGER 55 KENSINGTON DR CAMP HILL, PA 17011 Bond Type Denom Mo Year Purchase Redeem Interest ----------------------------------------------------------- Series E 25 06 1968 18.75 1.34.16 115.41 Series E 25 06 1968 18.75 1.34.16 115.41 Series E 25 06 1968 18.75 134.16 115.41 Series E 25 07 1968 18.75 1.34.14 115.39 Series E 25 07 1968 18.75 134.14 115.39 Series E 25 08 1968 18.75 1.34.14 115.39 Series E 25 08 1968 18.75 1.34.14 115.39 Series E 25 09 1968 18.75 1.34.14 115.39 Series E 25 09 1968 18.75 1.34.14 115.39 Series E 25 10 1968 18.75 134.14 115.39 Series E 25 10 1968 18.75 134.14 115.39 Series E 25 11 1968 18.75 1.35.44 116.69 Series E 25 11 1968 18.75 1.35.44 116.69 Series E 25 11 1968 18.75 1.35.44 116.69 Series E 25 12 1968 18.75 137.28 118.53 Series E 25 12 1968 18.75 1.37.28 118.53 Series E 25 01 1969 18.75 137.27 118.52 Series E 25 03 1969 18.75 13 7.27 118.52 Series E 25 04 1969 18.75 1.37.27 118.52 Series E 25 04 1969 18.75 137.27 118.52 Series E 25 05 1969 18.75 1.38.60 119.85 Series E 25 05 1969 18.75 138.60 119.85 Series E 25 05 1969 18.75 138.60 119.85 Series E 25 06 1969 18.75 133.42 114.67 Series E 25 06 1969 18.75 133.42 114.67 Series E 25 07 1969 18.75 134.71 115.96 Series E 25 07 1969 18.75 1.34.71 115.96 Series E 25 08 1969 18.75 135.01 116.26 Series E 25 08 1969 18.75 135.01 116.26 Series E 25 09 1969 18.75 135.02 116.27 Series E 25 09 1969 18.75 135.02 116.27 series E series E series E Series E 25 25 25 25 10 1969 10 1969 11 1969 11 1969 18.75 18.75 18.75 18.75 135.02 135.02 135.02 135.02 116.27 116.27 116.27 116.27 . Savings Bond Redemption Waypoint Bank 235 North Second Street Harrisburg PA 17101 Date: 6/24/2002 Tax ID Number: 204-03-8917 User: WEAVE RAM Branch: 00018 EVA G SOLLENBERGER 55 KENSINGTON DR CAMP HILL, PA 17011 Bond Type Denom Mo Year Purchase Redeem Interest ----------------------------------------------------------- Series E 25 11 1969 18.75 135.02 116.27 Series E 25 12 1969 18.75 135.72 116.97 Series E 25 12 1969 18.75 135.72 116.97 Series E 25 03 1969 18.75 137.27 118.52 Total Savings Bonds 74 1387.50 9798.22 8410.72 COMMONIlVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SOLLENBERGER, EVA G. a/kJa SOLLENBERGER EVA FILE NUMBER 21-02-0570 ESTATE OF Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be dIsclosed on Schedule F. DESCRIPTION TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) Copyright 2000 David James Thorpe, Esq. 1~-28-Q8 16:SQ WAYPOINT BANK IDa7179lil97481 Plil2/Qi f'lWayRqiElJ I.OOK FOR US. We-I.L GET YOU THERE. 09/1112002 RUPP & MEIKLE 355 N21ST 8T SUITE 206 CAMP HlLL PA 17011 The iDformation which you requested on the account(s) of EVA SOlLENBERGER (Social Security Number 204-03-8917) is/are as follows: Account Nwnber 100101713 131162747 155297275 1 ~~302284 155302285 Class of Accollllt SAVINGS CERTIFICATE CER.1'1FlCA TE CERnFlCATE CUTIFlCA TE DalD OpellOd 05t17/83 12/08189 09/18/96 08/12197 08112197 Principalll~.e 900.25 16173.H 13181.98 5100.00 10000.00 Accrued mtI!fCst .12 9.00 12.46 4.82 9.56 BalaDee atDIIlC of 900.37 16182.34 13194.44 5104.82 10009.56 Dea%h AccOUllt Ownetll.!l.ip SOl..E SOl..E SOLE SOLE SOLE Name of loint Owtw., ifany Date OWllership WI!> Establi8becl Account Number CU of ACCOWIt Dale Opened PrIncipal Balance Accruocllnterest Balance at Date of Death Account Ownmhip Name of Joint Owner, if any DalD Ownership Was EslBblw.cd ,. Additional lDfonnadon Requested a;b SENIOR SERVICES REP. P.O. Box 1711. HARltJ58U1IG. PINNSYIlANIA 17105-1711 'Il>11 Free 1-866-WAVPOINT (1-866-929-7646) . IN YoRK MV. 7f7/8IS-4500 . www.waypointbank.com fulton Bank CAPITAL DIVISION . LANCASTER/CHESTER DIVISION DROVERS BANK DIVISION . GREAT VALLEY DIVISION (717)291-2437 November 6, 2002 Rupp and Meikle 356 North 21" Street Suite 206 Camp Hill, Pennsylvania 17011 Dear Ms. Kocher: RE: Eva Sollenberger, deceased June 11,2002 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: CD # 012-0126410, open 12/18/2000, roll over 1/18/2002, matures 2/18/2003, balance $747.57 and accrued interest $5.71; paying 1.93%. Adam Gartner as Power of Attorney. If you should have any further questions, please do not hesitate to contact me. Very truly yours, \4n-~~~">J) Karen D. Hillegas J Credit Inquiry Processor POBox 4887 lancaster, PA 17604 www.fultonbankcom 1-8 OO-F U l TON-4 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF SOLLENBERGER, EVA G. alkla SOLLENBERGER EVA FILE NUMBER 21-02-0570 Copyright 2000 David James Thorpe, Esq. 9a-2a-9a 16:51 WAYPOINT BANK 08/2812002 RUFP & MEIKLE 355 N 21ST ST SUITE 206 CAMP HILL PA 17011 ID=71799974al P92/92 ~rIWayRqi!lJ LOOK FOR US. we'LL GET YOU THERE. The information which you requested on the accOUnI(S) ofEV A SOllENBERGER (Social Security Number 204-03-8917) is/are as follows: 100 114406 CERTIFICATE 0Sf.!8I99 77~3 1.09 58.1i3 77S89.72 AQCOUJ1t Number Class of A_WIt Date Opened Principal Balance A=ued InlCTCst Ballllee II Date of Duth AccollJ1t Ownenbip TRUIBEN Name of Joint ADAM Owner, iflllY GARTNER Date Own=hip OS103/99 W.. ESlablisbod 100009782 CER11FICATE 05103199 18656.21 8.53 13664.74 AccoUllt Number CluB of Account Date Opeoed Principal Balauce ACCNIld InIe:est Bal8lIce II Dare of Deem Account Ownership Name of Joint Owner. if any Date Ownmhip Was Established Additional hltormatton Requested TR:U!BBN ACAM <:lARTNER 05128.'99 ~IYii.n,~ . ~~6~' SENIOR SERVICES REP. ROo Box 1711. HARRISBURG. PENNSYl.VAN1A 17105.17. Toll FNC 1-866-WAYPOINT (1-866-929-7646) . IN YORK ARu. 7f7 /815-4500 . www.Wiilypointbank.com ~0/30/2002 00;22 FAA 860 843 6188 HARTFORD LIfE 1aI00l/00l October 28, 2002 Hartford Life Rupp &: Meikle Attn: Barbarll Kocher Fax: 717.730-0214 REFERENCE: Hartford Annuity Account # 710002577 Decedent: Eva Sollenberger Dear Ms. Kocher: Thank you for your correspondence regarding the above annuity contract. The death be:aefit payable under this contxacl i. not cO!l.5idered "life insurance" reportable on IRS Fonn 712, (life insurance statement). Please find the below infOImation in response to your request Contract Numben Owner: Decedent; Ow1ler's SSN: Date of Death: Date of Death Vtdue: 710002577 Eva Sollenberger Eva Sollenberger 204-03-8917 June 11,2002 $17,175.15 , , If you have any other questions or concerns, pleasefeel:freeto contact your investment prnfessional. or one of ow annuity specialists by ca:lling 1-800.862.6668, Monday;. through Thursday from 8 a.m. to 7 p.m., Friday from 8 aID. to 6p.m., and otiSatI.lJ:day from 9 a.m. to 2 p.m. Eastern time. We will be happy to assistyou~.Thank you for' the opportunity to help provide for your ti.Oancial needs. . Sincerely, .I C. DeLuca Investment Product Services Contract Management Hartford Life !ilsuta1lce Company Bu1f'onlUle, (1VI.1~ C9JDPall1es ZOOlloto___. . 5Im...ry.cr06089.' . ;J'GII Ji'rH 'I ,I" 'IJQ 66ft !.ayertaleaOr...cit 5er.ietl M,'IIIJ"dd,.." P'O.llos.... _..... cr IOIOU08S DDliIlILII.rti-o!"llllfe.tfm :' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF SOLLENBERGER, EVA G. a/kJa SOLLENBERGER, EVA Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION NUMBER COMMONVv'EAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21-02-0570 AMOUNT TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) Copyright 2000 David James Thorpe, Esq. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF SOLLENBERGER, EVA G. alkla SOLLENBERGER, EVA Include unrelmbursed medical expenses. ITEM DESCRIPTION NUMBER COMMQNVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21-02-0570 AMOUNT (If more space is needed, insert additional sheets of the same size) Copyright 2000 David James ThOlpe, Esq. COMMONVv'EALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF SOLLENBERGER, EVA G. a1k/a SOLLENBERGER, EVA NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY FILE NUMBER RELATIONSHIP TO DECEDENT Do Not list Trustee(s) 21-02-0570 AMOUNT OR SHARE OF ESTATE NUMBER I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) TOTAL OF PART 11- ENTER TOTAL ON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) Copyright 2000 David James Thorpe, Esq.