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REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
PETITION FOR GRANT OF LETTERS
Estate of Conrad Lobel
No.
21-01-222
also known as
, Deceased
Social Security No. 195-07-0964
Petitioner(s), who is/are 18 years of age or older, apply)ies) for:
(COMPLETE "A" OR "B" BELOW:)
GJ
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut ors
Decedent, dated 7/15/98 and codicil(s) dated None
named in the Last Will of the
State relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
o
B. Grant of Letters of Administration
(c.I.a., d.b.n.c.l.a: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal
residence at 325 Wesley Drive, Lower Allen Township
(list street, number and municipality)
Decedent, then 88 years of age, died January 22 ,2001, at Lower Allen Township, Cumberland County
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA All personal property......................................... $
(if not domiciled in PA Personal property in Pennsylvania .................... $
(if not domiciled in PA Personal property in County.............................. $
Value of real estate in Pennsylvania ........................................................................................ $
Total ..................................................................................................................... $
125,000.00
0.00
125,000,00
Real Estate situated as follows: None
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
Typed or printed name and residence
Robert Lobel 64 Old Pioneer Road Cam Hill PA 17011
Diane Sakson 133 Forest Drive Cam Hill PA 17011
RIM_1
/6 --02/3 -...6---'
Oath of Personal Representative
Commonwealth of Pennsylvania
County of
The Petitioner(s) above-named swear(s) and 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 representative(s) of the
Decedent, petitj~ner(s) will well a~d truly administer the e_c~~g t~/J J :-. .: ......... ::::?
Sworn to and affirmed and subscribed ;< ~ ~
before me this 23rd -- day of r_~ '. J.
FEBRUARY 2001 ). ~~ ~
"nT/<j" 0 7///'<Y*<'/.p (j:,O/oy
Estate of Conrad Lobel
DECREE OF REGISTER
No.
also known as
Deceased
21-01-222
Date of Death: 1/22/01
Social Security No: 195-07-0964
FEBRUARY 26
2001
, in consideration of the Petition on the
AND NOW,
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary 0 of Administration
((c.I.a., d.b.n,c.t.; pendente lite; durante absentia; durante minoriate)
are hereby granted to Robert Lobel and Diane Sakson
in the above estate and that the instrument(s), if any, dated
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent.
FEES
Letters................................... .
Short Certificates( s) ...............
Renunciation ..........................
Extra Pages (
) ...............
I.T.R.......................................
JCP Fee .................................
Inventory ................................
Other..................................... .
TOTAL .............................$
$
235.00
~/I,/(/':;P';/"' .t.,! &L,-) ,tP . ' 0, ,.:,/
(/ Register of Wills '
/
$
$
$
$
$
$
$
$
12.00
6.00
Signature
5.00
Attorney: Charles J. DeHart, III, Esquire
I.D.No: 15617
Address: 3631 North Front Street
HarrisburQ
PA 17110
258.00
Telephone: (717) 232-7661
DATE FILED:
HI05.R05 REV'!/R6
This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
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Local Registrar r/"
Fee for this certificate, $2.00
P 7175131
t,1.AN ? ~ ?Om
Date
21-01-222
.lA.v.2187
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
AGE (l.Slll<t1MaV)
UNDER 1 YEAR
~ Days
STAll ftlE mJM8EA
SOCIAL SECURITY NUMBER
NAME OF DECEDENT (flrSI. MIdde, Las)
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UNIlfR I OM
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BIRTHPLACE (c.ry ilrod
Sta1e 01 FCleq1 C~'Yl
6. 88
COUNTY OF DEAl'H
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... Cunberland
DeCfDENT'S USUAl OCCUPIlTKlN
(~.......~~"::" '::::.t:>r
.... DaWystems ..... State of Pa
OECfDENT'S IoWI.INGADDRUS (S".... C"Y'-'. SIaIo. Zip~) DECfDeNT'S
ACTUAl
RfSIDENCE
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Lowe. Alliin
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325 Wesley Drive
,a. Mechanicsburg, Pa 17055
FArlER'S NAMf (fir.. _. USI)
11. Conrad Lobel
INFORMANT'S NAME (TypalP""')
Leah Lobel
METHOO OF DISPOSITION
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'inIernlt~n
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PART N:
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DUE 10 (OR AS A CONSEOUENCE Of):
DUE 1O(OFl AS A CONSEOUENCE Of):
WAS AN AUlOPSY WERf AUltlPSY FINDINGS MANNER Of DEATH
PERFORMfD? ~E PRtOR 10
~fTlDN OF CAUSE ~ 0
OfllElll'H? ......... Homeide
-- 0 Pending Investigation 0
.... 0 No ....0 No 0 - 0 Coutd noI be dellnnaned 0
DATE Of INJURY
tMonl'l. Day. Year)
tI"E Of INJURY
INJURY III WORK' DESCRIBE HOW INJURY OCCUMEO.
..... 0 NoD
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CEIl1'IPlEJl ,0,... only one,
.ClRTIfYING PHYSICIAN (Physcloif' cerWylog cause d death when anotNtt' ghYSlClan has pronounced cJealh ana campteted ttern 23\
To... bMt 01 my know...,.. death occurred due ID lite eau..(s. and manner.. ...ted. . . . . . . . . . . . . . . . . . . . . . . . . . . .
...
PlACE OF IK,JURY. AI home. f.rtn, It,.... factoty. otfk:.
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LOCIlIION (SIr_. C4YIbon. SIaI.1
"PflIOtrK)UNCIHQ AND CERTIFYING PHYSICIAN 'Physctan both tJlOrlOUflCIOg aeath aod CertifYing 10 cause of dealtll
To the beeI of my knowledg., dea'" occurred a. .......... da.., and piKe, and due to the cauues) and manner.. ...ted
o
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o
'MEDICAl EXAMINERlCORONfR
On tf\e baai. of ....min.non and/or \nve.t\ga'ion. in my opinion. de.th oc~urred at the time, d.te, and place, and due.o the cause(l} and
Mann.....s..ted................................................................................................. .
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-
21-01-222
LAST WILL AND TESTAMENT
OF
CONRAD LOBEL
I,
CONRAD LOBEL,
of Mechanicsburg,
Cumberland County,
Pennsylvania, being of sound mind, memory and understanding, do
make and publish this my Last will and Testament, hereby revoking
and making void all former Wills by me at any time heretofore made.
ITEM I.
I direct that all my just debts
and funeral expenses be fully paid and satisfied as soon as
conveniently may be after my decease.
ITEM II.
I give all of the rest, residue
and remainder of my estate unto my wife, Leah L. Lobel, provided
that she is living on the thirtieth day after the date of my death.
ITEM III.
In the event my wife, Leah, does
not survive me or does not survive me by said period of thirty (30)
days, I give all the rest, residue and remainder of my estate unto
my two (2) children, Diane Sakson and Robert Lobel, in equal
shares, or to their living issue per stirpes.
ITEM IV.
In addition to the powers
conferred by law, I authorize my Executor, in absolute discretion:
A. To retain in the form received, and to sell either at
public or private sale any real or personal property.
B. To manage real estate.
C. To invest and reinvest only in forms of property defined
as legal investments according to the laws of the Commonwealth of
Pennsylvania.
D. To exercise any optional rights arising from ownership of
investments.
E. To compromise claims without court approval, and without
the consent of any beneficiary.
ITEM V.
It is hereby directed that my
Executor, hereinafter named, shall pay all inheritance, state,
succession and legacy taxes to which my estate or the transfer of
any property hereunder may be subject and to charge such tax as
part of the administration, payable out of my residuary estate.
2
ITEM VI.
I nominate,
constitute and
appoint my two (2) children, Diane Sakson and Robert Lobel, to be
and act as my co-Executors of this my Last Will and Testament. No
personal representative or fiduciary appointed herein shall be
required to post bond or give any security.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
""= .,
/..J~day of
c(l~-- %': ' 1998.
~&-u/~ q-J... (-~,.g".{SEAL)
CONRAD LOBEL
The preceding instrument, consisting of this, and two other
typewritten pages, was on the date thereof signed, published and
declared by CONRAD LOBEL, the Testator therein named, as and for
his Last Will, 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.
~C':t R. ~~
325 W~ ]).no B~lI~., etpt.J23
~;~i{)I~'~ Residing
98-292/102239-1
Residing at
~ -eel('.) '~. I 7 0 !,~...
at
3
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Conrad Lobel
Date of Death: 1/22/01
Estate No.
c:?\ - 0 \ - ,;) ;;:;:>~
SSN: 195-07-0964
File No.
Date Letters Granted: -'
Will or Administration No.
To the Register:
I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served
on or mailed to the following beneficiaries of the above-captioned estate on
Name
Leah Lobel
Address
325 Wesley Drive
Mechanicsburg
PA 17055
---_._------~._---,-----~---"._--_._--------~_._-----_._--~._-----_.~------
--------------_.._-----_._-~--------- .--------.-------------------..---
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: _~ 7- <)(
Signature
C-/h ) J;vv</ ~----~-
/ 'fF-
Capacity:
Personal Representative
X Counsel for Personal
Representative
Charles J. DeHart. III. Esquire
Name (Please type or print)
CALDWELL & KEARNS
Address
3631 North Front Street
Harrisburq
PA 17110
Telephone No. ill?) 232-7661
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of Conrad Lobel No. .4 /.... 0 I - ~ ~ 2.
also known as Date of Death January 22, 2001
, Deceased . Social Security No. 195-07-0964
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. J/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney: Charles J. DeHart, III, Esquire
1.0. No.: 15617
Address: 3631 North Front Street
Dated
Harrisburg
Telephone: (717) 232-7661
PA 17110
Description
Value
Real Estate - None
Personal Property:
1. Accounts held at PNC Bank, identified as follows:
a. Certificate of Deposit #31300183574, date-of-death balance
15,742.41
Accrued interest
44.33
b. Certificate of Deposit #31700177514, date-of-death balance
16,075.64
Accrued interest
49.39
Total
(Attach Additional Sheets if necessary)
155,353.54
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
Continuation of Inventory
Conrad Lobel
PaQe 1
Description of Inventory
Description
C. Certificate of Deposit #31200179699, date-of-death balance
Value
37,242.61
Accrued interest
167.20
d. Certificate of Deposit #31900191046, date-of-death balance
15,556.60
Accrued interest
84.00
e. Certificate of Deposit #31500193029, date-of -death balance
14,179.58
Accrued interest
15.29
2. Vanguard Group Funds, Acct. #09940374994, consisting of the
following:
a. PA Ins L T Tax-Exempt Fund, 3016.325 shares at $11.34 a share
34,205.13
Accrued dividend
104.76
b. Wellesley Income Fund, 1,090.513 shares at $20.07 per share
21,886.60
Subtotal $
123,441.77
Grand Total $
155,353.54
\ / b -,;;; /6' -~--
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES J DEHART
3631 N FRONT ST
HBG
~, ,!
PA 17110
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-21-2001
LOBEL
01-22-2001
21 01-0222
CUMBERLAND
101
~A
,/
'*
REV-1S47 EX AFP Cl2-001
CONRAD
AlIOUnt RBlli Hed
CHANGED
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
56,196.49
.00
.00
99,157.05
.00
.00
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE __ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is4j-EX-AFP-n'2:00Y-NC)T"icE--OF-YNHEiiiTANCE-YAX-APPRA-isEifENT~--Ai:.l-owAiicriiR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LOBEL CONRAD FILE NO. 21 01-0222 ACN 101 DATE 05-21-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (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
I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
NOTE:
(9)
UO)
4,133.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
155,353.54
4.133 00
151, 220.54
.00
151,220.54
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
.00
.00
.00
.00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
151,220.54 X 00 =
.00 X 045=
.00 X 12 =
.00 X 15 =
(9)=
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
.l Rl=l=lINn ~I=I= RI="I=R~I= ~Tnl= nl= T~Tc:. I=nRM r:nD T"C::TDIlt'TTn..c:: ,
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
OATH OF SUBSCRIBING WITNESS
No.
21-01-222
Estate of Conrad Lobel
also known as
, Deceased
Loy R. Greene and Janet W. Greene
(each) a subscribing witness to the 0 codicil(s) (&) will(s) presented herewith, (each) duly qualified according to
law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and
that she/he/they signed as a witness at the request of the Testator(rix) in her/his/their presence and,&) in the
presence of each other (&) in the presence of the other subscribing witness(es).
X ;/+ 7(. ~k..
(Signature)
325 Wesley Dr., Bethany Village, Apt. 123
MechanicsburQ PA 17055
(Address)
(Signature)
325 W sley Dr., Bethany Village, Apt. 123
MechanicsburQ
PA 17055
(Address)
Sworn to or affirmed and subscribed
before me this /:2..+h day of
;::15./>1<.. U A IVr ,;zOO I
~/1a ~ ~#
Nota~
My Commission Expires: .
NOTARIAL SEAL
NANCY L BRESKI, NoIaty Public
Han18burg, Dauphin County
Commillslon Ires March 16, 2004
(Signature and seal of Notary or other
official qualified to administer oaths. Show
date of expiration of Notary's commission.)
NOTE: To be taken by officer authorized to administer oaths. Please have
present the original or copy of instrument(s) at time of notarization.
RW-2
CALDWELL & KEARNS
A PROFESSIONAL CORPORATION
CARL G. WASS
.JAMES R. CLIPPINGER
CHARLES .J. DEHART. III
.JAMES D. CAMPBELL. .JR.
.JAMES L. GOLDSMITH
STANLEY .J. A. LASKOWSKI
.JEFFREY T. McGUIRE"
DOUGLAS K. MARSICO
BRETT M. WOODBURN
DOUGLAS E. HERMAN
ATTORNEYS AT LAW
OF COUNSEL
THOMAS D. CALDWELL. .JR.
RICHARD L. KEARNS
3631 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA 17110-1533
-ALSO A MEMBER OF N..J BAR
April 2, 2001
717-232-7661
FAX: 717-232-2766
thefirm@caldwellkearns.com
Office of the Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
RE: Estate of Conrad Lobel
Date of Death: January 22, 2001
Dear Sir or Madam:
I am enclosing herewith the following documents for recording:
1. Two (2) copies of the Inventory.
2. Two (2) copies of the Pennsylvania Inheritance Tax Return with
attachments.
3. A check made payable to you in the amount of $25.00 for filing
fees.
4. Copy of the Inventory and front page of the Inheritance Tax
Return to be clocked in and returned to me in the enclosed self-
addressed envelope.
Thank you for your cooperation.
Very truly yours,
(' ~ vvtf--
Charles J. DeHart, III
CALDWELL & KEARNS
CJDIII:nb
/Enclosures
cc: Robert Lobel
Diane Sakson
01-95/21439-1
~
STATUS REPORT UNDER RULE 6.12
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND .. _, PENNSYLVANIA
Name of Decedent: Conrad Lobel
Date of Death:
1 /22/01
File No.
21-01-0222
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to the 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 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 separate Orphan's 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___
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may
be filed with the Clerk of the Orphans' Court and may be attached to this report.
cc. )\r-1s{ I }
S~na~re ~ .
Charles J. DeHart, III, Esquire.__._._.___.______
Name (Please type or print)
3631 North Front Street
Address
Date: 5/23/01
Harrisburg
PA 17110
illll..2~2 - 7661
Tel. No.
Capacity: _ Personal Representative
~L Counsel for personal representative
REV-1500EX+(8-00)
.
, COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICiAl USE ONLY
---
/t-~/3-!J
u
FILE NUMBER
.:lL-~L__..( ~:L
COUNTYCOOE YEAR NUMBER
I-
Z
W
C
W
(J
W
C
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Lobel Conrad
DATE OF DEATH (MM-DO-Year)
DATE OF BIRTH (MM DO-Year)
01/22/2001 11/28/1912
(IF APPLICABLE} SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Lobel Leah L
SOCIAL SECURITY NUMBER
1 95- 0 7 - 0 9 6 4
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
W
I-
~:$tI)
u"':<
w"u
",00
U"'--'
....
..
"
lXJ 1. Original Return
o 4. limited Estate
lXJ 6. Decedent Died Testate (AtlachcopyofWiIl)
o 9. litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date otdeath after 12-12-82)
o 7. Decedent Maintained a living Trust (Attach copyofTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
~ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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THIS~:' --eOllllPLETED_ Al..1..00RRESPONDENCe-A/ilb CONFIDENTIAI..- -ilfIj:jON SHOULD BE DIRECTED 10: .
NAME COMPLETE MAILING ADDRESS
Charles J. DeHart III Es uire 3631 North Front Street
FIRM NAME (If Applicable}
CALDWELL & KEARNS
TELEPHONE NUMBER
717 232-7661 Harrisbur PA 17110
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole~Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assefs (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(I)
(2)
(3)
(4)
(5)
I
, -
-1
OFFICIAL USE ONLY
56,196,49
(6)
99,157.05
(7)
L
~
(9)
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(8)
155,353.54
4,133.00
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14, Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at linea! rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
151 ,220.54 X .00.0 (IS) 00
X .0_(16)
X .12 (17)
X .15 (18)
(19)
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(11)
(12)
(13)
4,133.00
151,220.54
(14)
151 ,220.54
> > BE SWli: TO AI"'sVVER'ALL QUESTIONS ON ~J:>-SIOEANIJlRECHECK MAtH < <
Decedent's Complete A ress: > '.
STREET ADDRESS .
325 Weslev Drive
CITY I STATE I ZIP
Mechanicsburg PA 17055
dd
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) nn
Total Credits (A + B + C) (2)
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty (D + E) (3)
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) nn
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN 'X' IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income oftha property transferred; ........................................................................... 0 (K]
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00
c. retain a reversionary interest; or ...................................................................................................... 0 (K]
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 lZ]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................. ...... .......................................... ................ 0 00
3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? ...."".."..... 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ................. ...................................................................................... 0 00
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, includin~ accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete
Oeclaration of preparer other than the personal representative is based on alllnformalion of which preparer has any knowledge.
SIGNATURE 0 S RESP N BL FOR FILING RETURN
/.
DATE
K
ADDRESS
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
(I~
ADDRESS /
DATE
Charles J. DeHart, ill
3631 North Front Street
Harrisburo, Pennsylvania 17110
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 PS ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (iill.
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rale imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.211.
The tax rate Imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.s. ~9116(a)(I)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% 172 P.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.
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
E IDENT 0 DENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
o
Lobel Conrad
All property jointly-owned with right of sUlVivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Vanguard Group Funds, Accl. #09940374994, consisting of the following:
(See attached statement)
VALUE AT DATE
OF DEATH
a. PA Ins L T Tax-Exempt Fund, 3016.325 shares at $11.34 a share
34,205.13
Accrued dividend
104.76
b. Wellesley Income Fund, 1,090.513 shares at $20.07 per share
21,886.60
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
56 196.49
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
EST ATE OF FILE NUMBER
Lobel Conrad 0
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Accounts held at PNC Bank, identified as follows:
(See attached statement)
VALUE AT DATE
OF DEATH
a. Certificate of Deposit #31300183574, date-of-death balance
15,742.41
Accrued interest
44.33
b. Certificate of Deposit #31700177514, date-of-death balance
16,075.64
Accrued interest
49.39
c. Certificate of Deposit #31200179699, date-of-death balance
37,242.61
Accrued interest
167.20
d. Certificate of Deposit #31900191046, date-of-death baiance
15,556.60
Accrued interest
84.00
e. Certificate of Deposit #31500193029, date-of-death balance
14,179.58
Accrued interest
15.29
TOTAL (Also enter on line 5, Recapitulation) $
((f more space is needed, insert additional sheets of the same size)
99157.05
''',;''''.((~'''.
COMMONWEALTH OF PENNSYLVANIA
INHERlT ANC'E TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Lobel Conrad
Debts of decedent must be reported on Schedule I.
FILE NUMBER
o
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 Prepaid
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (51 Robert Lobel and Diane Sakson - Waived
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
CIIy State Zip
Year(s) Commission Paid:
2. Attorney Fees Caldwell & Kearns 375.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant Leah Lobel
Street Address 325 Weslev Drive
Cily MechanicsburQ State PA Zip 17055
Relationship of Claimant to Decedent Spouse
4. Probate Fees Register of Wills 258.00
5. Accountant's Fees
6. Tax Return Prepare(s Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ 4133.00
(If more space is needed, insert additional sheets of the same size)
.R""""."."'.
COMMONWEALTH OF PENNSYLVANIA
INHERI1 ANCE T PIX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
I nh,,1 0
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Us! Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Leah Lobel Spouse 100% residuary
325 Wesley Drive
Mechanicsburg, PA 17055
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(Ii more space is needed, insert additional sheets of the same size)
l'IHt<-ldb- ~ldld 1 l'=>: '=>4
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o PNCBAN<
Decedent Reporting
Firstside Center
500 First Avenue, 4lh Floor
Pittsburgh, PAl 5219-3128
SCP
March 6, 2001
Caldwell & Kearns
Attn: Charles J. Dehart, ill
3631 North Front Street
Harrisburg, PA 1711(}"'1533
RE: Estate of Conrad Lobel, Deceased
SSN: 195-07.0964
000: 01/22/2001
Dear Mr. Dehart:
Please find the date of death balances you have requested listed below.
CERTlFlCA TE OF DEPOSIT
#31300183574
Established 04/06/2000
CONRAD LOBEL
DOD Balance: $15,742.41 + $44.33 accrued interest
#31700177514
Established 0110211998
CONRAD LOBEL
DOD Balance: $16,075.64 + $49.39 acctUed interest
#31200179699
Established 11118/1997
CONRAD LOBEL
DOD Balance: $37,242.61 + $167.20 accrued interest
#31900191046
Established 03/24/1996
CONRAD LOBEL
DOD Balance: $15,556.60 + $84.00 accrued interest
Page 1 of2
A member of The PNC Financial Se",iees GrOup
PNC Bilnk N.A. Pittsburgh Ptnnsylvania 15265
MR~-~5-2001 15:54
PNCBRNK elF DEPRRTMENT
412 705 0057 P.02/02
~PNCBAN<
#31500193029
Established 02/1611999
CONRAD LOBEL
DOD Balance: $14,179.58 + $15.29 accrued interest
CHECKING ACCOUNT
#5000978052
Established 09/15/1997
CONRAD LOBEL
LEAH L LOBEL
DOD Balance: $6,901.41 + $0.56 accrued interest
SAVINGS ACCOUNT
#5000962253
Established 09/15/1997
CONRAD LOBEL
LEAH L LOBEL
DOD Balance: $10,863.75 + $33.51 accrued interest
Our office only p..ovides date of death balances for IRA's. CD's, Checking and
Savings accounts. We do NO Financial Transactions or Statement Orders. For
Further infonnation please caD 1-800-4-BANKER or your local PNC Branch and
ask to speak with a Financial Services Representative.
Sincerely,
~~
~~.
Erica A. Bishop
1-800-762-1775
Page 20f2
A member of The PNC FirUltJeial ~rvitt5 Group
PNC Bank NA Pitt~burgh ~nnsylv8nia \5265
TOTAL P.02
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THEVanguard:rouP.
CALDWELL & KEARNS
ATTN: CHARLES J. DEHART
3631 NORTH FRONT STREET
HARRISBURG PA 17110
March 9, 2001
PA Ins LT Tax-Exempt Fund
Wellesley Income Fund
09940374994
Dear Mr. DeHart:
Thank you for contacting Vanguard.
We received a request to provide date of death values for the above referenced account.
As of January 22, 2001, the number of shares, the price per share, the value of each account,
and the accrued dividends were as follows:
Fund Shares Price Value Accrued
Divideuds
PA Ins LT Tax-Exempt 3016.325 $11.34 $34,205.13 $104.76
Fund
Wellesley Income Fund 1,090.513 $20.Q7 $21,886.60 N/A
The accounts were registered in the name of Conrad Lobel. The Pa Ins LT Tax-Exempt
Fund and The Wellesley Income Fund were established on March 7, 2000.
To transfer the account, we need the executors to complete a Change ofNonretirment
Shares Form. This form will provide the new registration information and certifY the Social
Security number for the new account. This form will also let the executors choose options
for the new account.
Post Office Box 2600, Valley Forge, Pennsylvania 19482-2600
610-669-1000 . ,vww.vanguard.com
The executors must sign the form in section #3. If the account will not be transferred to
Conrad Lobel's estate, the executors' signature must be guaranteed. All new account
owners must sign the form in section #9.
· A signature guarantee verifies a signature. Most commercial banks, savings
banks, credit unions, trust companies, or member firms of a U.S. stock
exchange offer this service. A Notary Public cannot provide a signature
guarantee.
· For a signature guarantee to be valid, it must appear in the following format:
"Signature(s) Guaranteed"
By (Signature & Title)
Institution's Name
Since the account registration is changing, we are unable to carry over the Checkwriting
option to the new account. If the executors want to establish the Checkwriting option on the
new account, they will need to complete section #8 of the transfer form.
When we receive the requested items, we will transfer the account. You will receive a
statement confirming the new account number and new registration under separate cover.
Please use the enclosed, coded, postage-paid envelope to help us match your reply with this
letter file.
If you have any questions, please call our Client Services Department at 1-800-662-2739.
A Vanguard Associate will be pleased to assist you.
Sincerely,
Client Services Department
SNJ
Enclosure( s): Vanguard Change-of-Ownership
Business Reply Envelope
00565453
LAST WILL AND TESTAMENT
QE
CONRAD LOBEL
I,
CONRAD LOBEL,
of Mechanicsburg,
Cumberland County,
Pennsylvania, being of sound mind, memory and understanding, do
make and publish this my Last Will and Testament, hereby revoking
and making void all former Wills by me at any time heretofore made.
ITEM I.
I direct that all my just debts
and funeral expenses be fully paid and satisfied as soon as
conveniently may be after my decease.
ITEM II.
I give all of the rest, residue
and remainder of my estate unto my wife, Leah L. Lobel, provided
that she is living on the thirtieth day after the date of my death.
ITEM III.
In the event my wife, Leah, does
not survive me or does not survive me by said period of thirty (3D)
days, I give all the rest, residue and remainder of my estate unto
my two (2) children, Diane Sakson and Robert Lobel, in equal
shares, or to their living issue per stirpes.
........,.c -.,->-c. -.. ~_ ."'~;c,. _'.
ITEM IV.
In addition to the powers
conferred by law, I authorize my Executor, in absolute discretion:
A. To retain in the form received, and to sell either at
public or private sale any real or personal property.
B. To manage real estate.
C. To invest and reinvest only in forms of property defined
as legal investments according to the laws of the Commonwealth of
Pennsylvania.
D. To exercise any optional rights arising from ownership of
investments.
E. To compromise claims without court approval, and without
the consent of any beneficiary.
ITEM V.
It is hereby directed that my
Executor, hereinafter named, shall pay all inheritance, state,
succession and legacy taxes to which my estate or the transfer of
any property hereunder may be subject and to charge such tax as
part of the administration, payable out of my residuary estate.
2
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ITEM VI.
I
nominate,
constitute and
appoint my two (2) children, Diane Sakson and Robert Lobel, to be
and act as my co-Executors of this my Last Will and Testament. No
personal representative or fiduciary appointed herein shall be
required to post bond or give any security.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
~day of
, ~L_ ?1.:r
'.-' U
1998.
CON~ 7;;oIE2"'- (r~I.', {SEAL)
The preceding instrument, consisting of this, and two other
typewritten pages, was on the date thereof signed, published and
declared by CONRAD LOBEL, the Testator therein named, as and for
his Last Will, 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.
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