HomeMy WebLinkAbout01-0253
PETITION FOR PROBATE and GRANT OF LETTERS
Register of Wills for the
~ Deceased. County of Cumberland in the
Social Security No. l72-0l-20?0 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut ors
in the last will of the above decedent, dated May 11 J
and codicil(s) dated None
No.
To:
21-01-253
Estate of ANNA K. ENCK
also known as
named
,:*9 ?()()()
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family orfrinciPal residence at 207 South Filbert Street. Borough of
Hechanlcsburg, PA 7055
(list street, number and muncipality)
Decendent, then 94 years of age, died February 25 , D 2001 ,
at Bethany Vil]R~eJ ~?l) 1,Jpc:1e)' Dri"7~", Mechaniesburg (lowpr Allpn 'Tm.7n~h;p) PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: Nnnp
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ Unestimated
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pu.) Personal property in County $
Value of real estate in Pennsylvania $ Unestimated
situated as follows: ?07 Snllrn 1<'; 1 bert StnH~t, Mprn::m; r~nllrg} PA 17055
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters tes tamen tary
(testamentary; administration c. La.; administration d.b.n.c.La.)
theron.
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Kenneth
BOg FR;rv;pw RnRn
Carlisle, PA 17013
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I s~
COUNTY OF CUMBERLAND J S
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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s..w. o. rn too... r . affir. me. d _ a}1d SUbscribedA
bef9re me this I tn day of
: March ~200l
d;i'l(.l,~/",,-:~:7;jJf /~
Register
/6-c2/~7
No. 21-01-253
Estate of
ANNA K. ENCK
, Deceased
DECREE OF PRODA TE AND GRANT OF LETTERS
AND NOW March 8 'XW-2.O..Ql, 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 May 11 " 2000
described therein be admitted to probate and filed of record as the last will of
Anna K. Enck
and Letters Testamentary
are hereby granted to June E. Egolf and Kenneth L. Egolf
FEES
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C.
Probate, Letters, Etc. .........
Short Certificates( )..........
~e\\fi~Ci~tion ................
JCP
$ 515.00
$ 21. 00
$ 9.00
$ 5.00
TOTAL _ $ 550.00
... .~~.G~. 7." )99.1................
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~~ba&er #06335
ItNE r up. 1. LD. No.)
44 West Main Street
Mechanicsburg, PA 17055-0318
ADDRESS
Filed
(717) 697-8528
PHONE
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This is to certify that the information here given is correctly copied from an original certificate of death dL!ly filed with me as
Local ~egistrar.- The original certificate will be fOPNarded to the Stare Vilal Records OHlce for permanent tiling.
Fee for this certihcatt" $2.,00
WARNING: It is illegal to duplicate this copy by photostat or photograph.
~~KL
Local Registrar
No,
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COMMONWEALTH Of PENNS VlVANIA . OEPARTMENY 'O'F 'HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
TYPE/PRINT
IN
PERMANENT
BLACK INK
NAME Of DECEDENT If "51 M_.. ,.",
ft-Vl.l'l CL E he."
SEX
STAlE FilE NUM8ER
SOCIAL SECURITY NUMBER
DECEDENT'S USUAL OCCU~ION
(~i':"~h::"~ ~ ~:.:&:f
. ".. Secretary 1110.
DECEDENT'S MAlllNG AOORESS (S".... CtIy/Towcl. s...l'lpCodel
Wo\S DECEDENT EVER IN
U.S. ARMED fOACES?
'Ie. 0 No Of
g:"Y'O
1.
Female J. 172-
01 -
:2..f) 0 I
Cumberland
- BIRTHPLACE ,C..; ""d PlACE OF DEATH 'CI>€cl< ""'y """ .- "'" "OSlluC''''''' on.-. wel
".5\ale QI F Cf~lQfI Country) HOSPITAL -
Williams Grove, PA Inpal_ 0< EA/Oulpalle", G
1 k
FACIUTY NAME (If not 1C\~'tut\OC'\. 'gwe SUee\ and flUmbell
AGE Ii "Sf Bort"""y. UNDER' VEAR
MonU\a Da.,.
94 VIS
5.
COUNTY Of DEATH
White
....
t lb. Coun
Did
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Cumberland -...nip? 11<1.0 ::=~Ol
MOTHER'S NAME ,f'51. M,ddIe. Malden Sufnomel
MARITAL STATUS. Mamed
"-__roed. W_.
~(Specolyl
Never Married
l1c.D<:_. ___in Lower Allen Twp.
SURV'VING SPOUSE
tit ...... \JIve rNIOen name)
-
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fATHER'S NAME (f.st MoOdIe. La.,)
325 Wesley Drive
Mechanicsburg, Pa. 17055
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INFORMANT'S NIINE (T y","Pmll
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METHOD Of DISPOSITION
OonII"""O ::;:~IfyC'''''''ion 0
. 2''''
SIGNATURE' Of FUNERA
B. Frank Enck
June Egolf
II.
INfORMANT'S MAILING ADDRESS (SIr..... C.....fbon. sr-. ZipCodeI
2Gb 804 Fairview Road Carlisle, Pa. 17013
PlACE OF DISPOSITION. N..... of c-...,. C,e"",lOfY LOCATION. C~. Slale. r", Code
or Other Pt~.
Nora A. Myers
r-
Mar 2, 2001
:Uc.
Mt. Zion Cemetery
11<1.
Carlisle, Pa. 17013
FD-012755-L
NAME AND AODRESS Of fACILITY
nc. M ers Funeral Home, Inc.
LICENSE NUMBER
Zoo
C~ir
DUE1OCORIISACQNSEOUEN EOf)
I }.ppfoximate
i iOI..... belween
: CIIlMl and ..ash
l
PART N: OIlier sogMlconl 00_ conl'lbuting 10 death. bul
nol ,e-"'9 in tile underty1ng calM given in PART I
'17-<' J J L' (I
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DUE 10 (OR AS A CONSEOUENCE Of)
DUE 10 (OR lIS A CONSEOUENCE Of)
WERE AUTOPSY fiNDINGS
AIAlLABlE PRIOA TO
COUPt.ETION OF CAUSE
OF DEATH?
MANNER Of DEATH
DATE OF INJURY
(M""'" 00.. ""a<\
TIME OF INJURY
'NJURY AT V<<>RK?
DESCRIBE HON INJURY OCCURRED
s...:....
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Hom~ide
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o ~CE Of INJURY. AI home, tarm~~e.I, factofy, office M.
buildinq. ..c. (Spec"""
3oe.
Y.. 0 NoD
Nau.wal
Accident
PendIng In",sltg..ion
No Ox
Vo.O
NoDx
Could not be delttflnloed
"PRONOUNCING A.ND CERTIFYING PHYSICIAN tF'hy5olCldo OOlt\ j.)for1OUllClog Oedltl ,.II'Id ~etl.IYlf\g 10 CdUse 01 dedlhl
To the beat of my know&edg., dell'" O(:c;:uuecI.' v.. lIfrHt. date, and ptace. and due to the cauu(s) and m.nner.a .."Ied.
301.
SIGNATURE AND TITLE Of CERTifIER
~ JIb. L-..J. ((..~6.~-.--
LICENSE~U~B~ ( ~1~Day-"
[) 31c. ~ (j (3~<t:L~__;Jp C/e/
NAME AND ADOAESS OF PERSON WHO COUPLETED CAUSE OF DEATH
(Item 27lType 01 Prinl ,-,0 <;: C. t1.';1 c' -vI..rl ~,
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CERT&FIER ICt-ocJl, oniy ale)
.CERTIFYING PHYSIC'''" t.P")'~lCW c.eudyu19 cause of tle"th when .Jnolhef ptl'y'SlC,an has p'OflOlJnced dealh oln(J complelt:'d lIem 231
To the bea' o' m.,. knowledge, de.,,, occurred due Ia &he cauu(s) and m~oner .. a.ated. ,
.MEDICAL EXAMINER/CORONER
On the b..i. of examination and/or inveslig.lion, in my opmion, de81h occurred allhe lime, date, ,and place, and due to the cause(a) and
mannef as slated_. . . .. ............. .....". . ..,......,........... .... . . . . . . , . , . . . . . . , . . . . . ' , . . . . . . . . . . . . . . .
310
REGISTRAR'S
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Anna K. Enck, Deceased
Date of Death: February 25,2001
No. 2001-00253 PA No. 2101-0253
"
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 or
about March 12, 2001 :
Name
Address
Trindle Spring Lutheran Church
15 State Road
Mechanicsburg, P A 17055
Ian Peters
R.RA, Box 4125
Duncannon, P A 17020-9410
Janet Peters
R.RA, Box 4125
Duncannon, P A 17020-9410
Rozella McLane
405 East Marble Street
Mechanicsburg, P A 17055
Judith Reihart
503 East Keller Street
Mechanicsburg, P A 17055
Gini Kelly
3 East Schoolside Drive
Mechanicsburg, P A 17055
Gary M. Fetters
300 South Filbert Street
Mechanicsburg, P A 17055
Richard R. Renner
2713 N. W. 30th Terrace
Gainesville, FL 32601
June E. Egolf
809 Fairview Road
Carlisle, PAl 70 13
Karen E. Crum
252 Potomac Road
Wilmington, DE 19803
... -.,. "f"
Nancy R. Beimler
113 Eichelberger Street
Hanover, P A 17331
W. Eugene Enck
P.O. Box 3
New Kingstown, PA 17072
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE.
Date: March 12, 2001
'c ard C. Snelbaker
44 West Main Street
Mechanicsburg, P A 17055-0318
(717) 697-8528
ESTATE NO. 21-01-0253
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY JUNE E. EGOLF AND KENNETH L. EGOLF,
CO-EXECUTOR'S OF THE ESTATE AND UNDER THE LAST WILL
AND TESTAMENT OF ANNA K. ENCK, DECEASED, LATE OF
LOWER ALLEN TOWNSHIP, CUMBERLAND COUNTY,
PENNSYLVANIA
June E. Egolf and Kenneth L. Egolf, Co. Executor's as aforesaid and
Accountants herein, avers as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
February 25, 2001
March 8, 2001
DATES EXECUTOR'S NOTICE ADVERTISED:
Cumberland Law Journal
Patriot.News Co.
March 23, 30, April 6, 2001
March 20, 27, April 3, 2001
FIRST AND FINAL ACCOUNT
PERSONALTY - PRINCIPAL ACCOUNT
DEBITS
The Accountants charge themselves with the receipt of the Decedent's Personalty,
goods and chattels as set forth in their inventory heretofore filed in the amount of:
The Accountants claim the following additional items:
1. AT&T, refund on phone service
2. Refund on homeowner's policy
3. Commonwealth of Pennsylvania, refund on Inheritance Tax
4. Bethany Village, refund
5 Internal Revenue Service, refund on 2000 Individual Income tax
6. UGI, refund on gas service
7. 135 shares of AT&T Wireless sold at $14.83 per share
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
PERSONALTY. PRINCIPAL ACCOUNT
CREDITS
LAW OFFICES
SNELBAKER.
BRENNEMAN
8: SPARE
The Accountants claim credit for the payment of the following items from
Decedent's Personalty Account:
1. Less cash found in Decedent's possession which was a withdraw from Allfirst
checking account # 307 -4498.9 prior to Decedent's death and included in the
Date of Death balance from Allfirst
2. Lucent Technologies, Inc., loss on sale of shares
3. Bricker's Auction, commission paid on sale of household goods
4. Beacon Medical Group, medical services
5. Alert Pharmacy at Bethany Village, prescriptions
6. AT&T Commercial Lease, phone rental
7. Verizon, phone service
8. Carlisle Imaging Assoc., medical services
9. Register of Wills, Agent, payment on Inheritance Tax
10. Gingrich Memorials, memorial monument
11. Register of Wills, filing fee for Inheritance Tax Return
12. Register of Wills, Agent, Inheritance Tax
13. Blue Cross/Blue Shield, medical insurance premium
Page 1
$ 631,053.13
6.62
18. 00
236.84
101.69
1,080.00
33.17
2,002.82
$ 634,532.27
$ 250.00
2,321.23
3,020.00
90.43
296.25
16.47
46.17
9.57
90,000.00
460.00
15.00
1 ,51 7 . 34
83.40
14. Installation fee for installing new dead bolt lock
15. Ladies Auxiliary Fund, serving funeral luncheon
16. United States Postal Service, postage expense
17. Register of Wills, short certificates
18. Trash bags required for removal of trash from property
The following items are to be paid subsequent to confirmation of accounting:
19 Kenneth L. Egolf, Power of Attorney services from June 2000 to February 2001
20. Kenneth L. Egolf and June E. Egolf, Executor's Commission
21. Kenneth L. and June E. Egolf, reimbursement for funds advanced for funeral luncheon
22. Snelbaker, Brenneman & Spare, P.C., attorney services
23. Snelbaker, Brenneman & Spare, P.C., costs advanced:
a. Register of Wills, certified copy of will and short certificate
b. Register of Wills, short certificate
c. Patriot-News, advertising Executor's notice
d. Cumberland Law Journal, advertising Executor's notice
e. Register of Wills, probate fees
24. Reserve for filing fees, accounting fees and other costs associated with the
administration of Decedent's estate.
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
PERSONALTY - INCOME ACCOUNT
DEBITS
The Accountants charge themselves with the receipt of the following
Income from the investment of Personalty Principal:
1. Allfirst Bank, checking account # 0030744989, interest
2. Allfirst Bank, Certificates of Deposit, interest
3. Washington Mutual, account #876-1131965-1 & 876-1168121-6, interest
4. First Union National Bank, Certificates of Deposit, interest
5. Mellon Bank, Certificate of Deposit, interest
6. Waypoint Bank, checking account #20087687, interest
7. Waypoint Bank, checking account #0100109941, interest
8. Stock dividends deposited into Estate checking account
9. Edward Jones Investment Account, dividends/interest
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY - INCOME ACCOUNT
CREDITS
The Accountants claim credit for the payment of the following items
from the Personalty Principal Account:
1. PA Dept. of Revenue, 2000 Individual Income tax
2. Greenawalt & Company, P.C., preparation of 2000 Individual Returns
3. PA Dept. of Revenue, 2001 Final Individual Income tax
4. Greenawalt & Company, P.C., preparation of 2001 Final Individual Returns
5. U.S. Treasury, 2002 Fiduciary Income tax
6. PA Dept. of Revenue, 2002 Fiduciary Income tax
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
Page 2
5.00
3.00
115.53
75.00
550.00
20.00
20.00
30.78
15.00
1.06
3,000.00
35,538.00
85.00
17,500.00
748.53
1,000.00
$ 156,084.23
$ 14.04
912.65
1,741.21
5,189.21
159.50
5,775.80
10.59
550.84
4,476.04
$ 18,829.88
$ 216.00
220.00
89.00
325.00
2,457.00
372.00
$ 3,679.00
-
REAL ESTATE - PRINCIPAL ACCOUNT
DEBITS
The Accountants charge themselves with the receipt of Decedent's
Real Estate as set forth in their Inventory heretofore filed in the
amount of:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
$ 79,725.55
$ 79,725.55
REAL ESTATE - PRINCIPAL ACCOUNT
CREDITS
The Accountants claim credit for the payment of the following
items from Real Estate Principal Account:
1. Keystone Realty Group, Inc., commission paid on sale of property
2. Transfer tax paid on sale of property
3. Adjustments at settlement for tax certification and sewer
4. PPL, electric service
5. L.G. Connor Real Estate Appraisers, real estate appraisal
6. United Water Pennsylvania, water service
7. Barry Heckard, Tax Collector, county/ borough and School taxes
8. Borough of Mechanicsburg, sewer & refuse service
9. UGI, gas service
10. Eugene Enck, reimbursement for lock set
11. A. Fetters, lawn service
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
$ 4,210.00
790.00
68.20
89.19
275.00
67.06
1,123.02
130.40
347.25
16.58
500.00
$ 7,616.70
REAL ESTATE - INCOME ACCOUNT
DEBITS
The Accountants charge themselves with the receipt of the
income from the investment of Real Estate Principal Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS:
$ NONE
$ NONE
REAL ESTATE. INCOME ACCOUNT
CREDITS
The Accountants claim credit for the payment of the following items
From the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
$ NONE
$ NONE
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
Page 3
PERSONAL TY:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL PERSONALTY
REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL REAL ESTATE:
TOTAL FOR DISTRIBUTION:
LAW OFFICES
SNELBAKER,
BRENNEMAN
& SPARE
RECAPITULATION
Page 4
$634,532.27
$156,084.23
$ 478,448.04
$ 18,829.88
$ 3,679.00
$ 15,150.88
$ 79,725.55
$ 7,616.70
$ 72,108.85
$ NONE
$ NONE
$ NONE
$ 493,598.92
$ 72,108.85
$ 565,707.77
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
COMMONWEALTH OF PENNSYLVANIA)
55.
COUNTY
OF CUMBERLAND)
June E. Egolf and Kenneth L. Egolf, being duly sworn according to law deposes
and says: that they are the Co-Executor's of the Estate and under the Last Will and
Testament of Anna K. Enck, Deceased; that they are the Accountants herein;
that the foregoing is a true and complete accounting of their administration of
said Estate; that the attached list or schedule [*] contains the names,
addresses and amounts due unpaid creditors who have given proper notice
of their claims; that the attached list or schedule [**] contains the names and
addresses of all persons interested in the distribution of said Estate; and that
the facts set forth herein are true and correct to the best of their knowledge,
information and belief.
'~L ~ ~16-Lf-
J .. e E. Egolf, Co-Exec tor
Sworn to and subscribed before
me this 2- 5 t~day of JU\ \...1 2002
~ (VIA 1 ~ -K ~)~J-o
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,_ ._. .._._ .'-<0':">""""""""'''''''''-"
NotartW Seat l
Sendra K Showers, Notary Public 11
. Boro, Cumbertand County
~ ~on Expires Nov. 22, 2003
M~m"'e;. ~~,~'~:mf<:> .t\:,,:f.)~I'I~~(".'\.N M'1.~::t~:c,
Page 5
* UNPAID CREDITORS:
** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE:
1. Trindle Spring Evangelical Lutheran Church
15 State Road
Mechanicsburg, PA 17055
2. Ian and Janet Peters
R.R. 4, Box 4125
Duncannon, PA 17020-9410
3. Rozella McLane
405 East Marble Street
Mechanicsburg, PA 17055
4. Judith Reihart
503 East Keller Street
Mechanicsburg, PA 17055
5. Gini Kelly
3 East Schoolside Drive
Mechanicsburg, PA 17055
6. Gary M. Fetters
300 South Fi II bert Street
Mechanicsburg, PA 17055
7. Richard R. Renner
2713 N.W. 30th Terrace
Gainesville, FL 32601
8. June E. Egolf
809 Fairview Road
Carlisle, PA 17013
9. Karen E. Crum
251 Potomac Road
Wilmington, DE 19803
10. W. Eugene Enck
P.O. Box 3
New Kingstown, PA 17072
11. Nancy R. Beimler
113 Eichelberger Street
Hanover, PA 17331
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
Page 6
NONE
STATEMENT OF PROPOSED DISTRIBUTION
June E. Egolf and Kenneth L. Egolf, Co-Executor's and Accountants herein, proposes to
distribute the balance of the Estate of Anna K. Enck, Deceased, to wit:
$565,707.77 in accordance with the Last Will and Testament of said Decedent
as follows:
1. Trindle Spring Evangelical Lutheran Church
Cash bequest per Item 2A of Will $ 2,000.00
2. Ian and Janet Peters
Cash bequest per Item 2B of Will 1,000.00
3. Rozella McLane
Cash bequest per Item 2C of Will 2,500.00
4. Judith Reihart
Cash bequest per Item 2D of Will 2,000.00
5. Gini Kelly
Cash bequest per Item 2E of Will 5,000.00
6. Gary M. Fetters
Cash bequest per Item 2F of Will 5,000.00
7. Richard R. Renner
20% of Residue as per Item G1 of Will
a. Cash held in Edward Jones Account
b. AT&T, 84 shares common stock, received in kind
c. BellSouth, 165.60 shares common stock, received in kind
d. John Hancock Financial, 110.80 shares stock, received in kind
e. Invesco Blue Chip Growth Fund, received in kind
f. Lockheed Martin, 125.60 shares of stock, received in kind
g. Mellon Financial Group, 271.20 shares common stock, received in kind
h. SBC Communications, 188 shares common stock, received in kind
I. Verizon, 79.20 shares common stock, received in kind
J. Vodafone Group, PLC, 56 shares common stock, received in kind
k. MetLife, 23.60 shares common stock, received in kind
I. Cash
2,254.21
1,821.12
6,978.18
3,809.31
16,204.39
4,770.29
12,762.68
9,456.40
3,896.64
1,554.00
720.68
45,413.65
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
8. June E. Egolf
20% of Residue as per Item G2 of Will
a. Cash held in Edward Jones Account
b. AT&T, 84 shares common stock, received in kind
c. BellSouth, 165.60 shares common stock, received in kind
d. John Hancock Financial, 110.80 shares of stock, received in kind
e. I nvesco Blue Chip Growth Fund, received in kind
f. Lockheed Martin, 125.60 shares of stock, received in kind
g. Mellon Financial Group, 271.20 shares common stock, received in kind
h. SBC Communications, 188 shares common stock, received in kind
I. Verizon, 79.20 shares common stock, received in kind
J. Vodafone Group, PLC, 56 shares common stock, received in kind
k. MetLife, 23.60 shares common stock, received in kind
I. Cash
2,254.21
1 ,821.12
6,978.18
3,809.31
16,204.40
4,770.29
12,762.67
9,456.40
3,896.64
1,554.00
720.68
45,413.65
Page 7
9. Karen E. Crum
20% of Residue as per Item G3 of Will
a. Cash held in Edward Jones Account
b. AT&T, 84 shares common stock, received in kind
c. BellSouth, 165.60 shares common stock, received in kind
d. John Hancock Financial, 110.80 shares stock, received in kind
e. Invesco Blue Chip Growth Fund, received in kind
f. Lockheed Martin, 125.60 shares of stock, received in kind
g. Mellon Financial Group, 271.20 shares common stock, received in kind
h. SBC Communications, 188 shares common stock, received in kind
I. Verizon, 79.20 shares common stock, received in kind
J. Vodafone Group, PLC, 56 shares common stock, received in kind
k. MetLife, 23.60 shares common stock, received in kind
I. Cash
2,254.22
1,821.12
6,978.18
3,809.30
16,204.40
4,770.29
12,762.67
9,456.40
3,896.64
1,554.00
720.69
45,413.65
10. W. Eugene Enck
20% of Residue as per Item G4 of Will
a. Cash held in Edward Jones Account
b. AT&T, 84 shares common stock, received in kind
c. BellSouth, 165.60 shares common stock, received in kind
d. John Hancock Financial, 110.80 shares stock, received in kind
e. Invesco Blue Chip Growth Fund, received in kind
f. Lockheed Martin, 125.60 shares of stock, received in kind
g. Mellon Financial Group, 271.20 shares common stock, received in kind
h. SBC Communications, 188 shares common stock, received in kind
I. Verizon, 79.20 shares common stock, received in kind
J. Vodafone Group, PLC, 56 shares common stock, received in kind
k. MetLife, 23.60 shares common stock, received in kind
I. Cash
2,254.22
1,821.12
6,978.18
3,809.30
16,204.40
4,770.28
12,762.67
9,456.40
3,896.64
1,554.00
720.69
45,413.65
11. Nancy R. Beimler
20% of Residue as per Item G5 of Will
a. Cash held in Edward Jones Account
b. AT&T, 84 shares common stock, received in kind
c. BellSouth, 165.60 shares common stock, received in kind
d. John Hancock Financial, 110.80 shares stock, received in kind
e. Invesco Blue Chip Growth Fund, received in kind
f. Lockheed Martin, 125.60 shares of stock, received in kind
g. Mellon Financial Group, 271.20 shares common stock, received in kind
h. SBC Communications, 188 shares common stock, received in kind
I. Verizon, 79.20 shares common stock, received in kind
J. Vodafone Group, PLC, 56 shares common stock, received in kind
k. MetLife, 23.60 shares common stock, received in kind
I. Cash
2,254.22
1,821.12
6,978.17
3,809.30
16,204.40
4,770.29
12,762.67
9,456.40
3,896.64
1,554.00
720.69
45,413.66
TOTAL DISTRIBUTION:
$ 565,707.77
LAW OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
Page 8
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY
OF CUMBERLAND:
June E. Egolf and Kenneth L. Egolf, being duly sworn according to law, deposes and
says that the facts set forth in the foregoing Statement of Proposed Distribution
are true and correct to the best of their knowledge, information and belief.
rlr r) b
( '.t..A- 0. .~
J e E. Egolf, Co- Exec~tor
Sworn to and subscribed before
me thisct5H\ da~ .Of~02
~CUu:t\O ~-,
I' Sand;";.
.~;km
Member, Rsnn.'ivi'",,;';':F,~:t;;::;;;.f;~4(;rtX;));'~;:,f,;!fo/'
LAW OFFICES
SNEL8AKER.
BRENNEMAN
Be SPARE
Page 9
Inventory of the real and personal estate of
ANNA K. ENCK Deceased
PERSONALTY:
1 AT&T, 140 shares of common stock valued at @21.36 per share
2 Bellsouth, 414 shares of common stock valued @ 41.6775 per share
3 MetLife, 118 shares of common stock valued @ 30.5375 per share
4 Verizon, account #2879-4154, 224 shares of common stock valued @ 49.20 per share
5 Verizon, account #824-4600, 172 shares of common stock valued @ 49.20 per share
6 Lucent Technologies, Inc., 270 shares of common stock valued @ 12.59 per share
7 Allfirst, checking account #0030744989
8 Allfirst, Certificate of Deposit # 87008000402742
9 Allfirst, Certificate of Deposit # 87008000405474
10 Allfirst, Certificate of Deposit # 87008000405687
11 Allfirst, Certificate of Deposit # 87008140004030
12 Washington Mutual, account #876-1131965-1
13 Washington Mutual, account #876-1168121-6
14 First Union National Bank, Certificate of Deposit # 247412063623359
15 First Union National Bank, Certificate of Deposit # 247022063548400
16 First Union National Bank, Certificate of Deposit #247022063549416
17 First Union National Bank, Certificate of Deposit #247412063621274
18 First Union National Bank, Certificate of Deposit #247412063621546
19 Mellon Bank, Certificate of Deposit #140-071338-C
20 Waypoint Bank, Checking account #20087687
21 Edward Jones, Investment Account #377-06406-1-7 which consisted of following:
a. AT&T, 280 shares of stock valued at $6,115.20
b. BellSouth, 414 shares of stock valued at $17,636.40
c. John Hancock Financial, 554 shares of stock valued at $19,046.52
d. Invesco Blue Chip Growth Fund, 18,414.089 valued at $81,021.99
e. Lucent Technologies, 90 shares of stock valued at $1,133.10
f. Lockheed Martin, 628 shares of stock valued at $23,851.44
g. Mellon Financial Group, 1,356 shares of stock, valued at $63,813.36
h. SBC Communications, 940 shares of stock valued at $47,282.00
I. Vodafone Group PLC, 280 shares of stock valued at $7,770.00
j. Cash - $2,581.05
22 Cash found in Decedent's possession
23 Proceeds from sale of household goods sold at public auction by Bricker's Auction
24 Blue Cross/Blue Shield, refund of unused premium
25 Bethany Village, refund on resident care
26 Internal Revenue Service, 2000 tax relief rebate
27 Internal Revenue Service, refund on Income Tax return
TOTAL PERSONALTY:
REAL ESTATE:
1 House and lot known as numbered as 207 South Filbert Street
(Borough of Mechanicsburg), Cumberland County, Pennsylvania
TOTAL PERSONALTY AND REAL ESTATE:
Page 1
$
2,990.40
17,254.49
3,603.43
11,020.80
8,462.40
3,399.30
11,424.74
2,502.64
6,066.27
62,599.12
7,074.73
10,010.81
56,056.36
8,747.23
14,401.86
10,088.91
14,406.17
14,114.19
2,540.16
68,554.87
270,251.06
I
!.
i
i
I
':
I
\
"-
257.47
22,236.25
166.80
641.67
300.00
1,881.00
$
631,053.13
79,725.55
$
710,778.68
vi'
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
~I
J
ss:
June E. Egolf and Kenneth L. Egolf
according to law. deposes and says that th~ are the Co-Executors
of the Estate of Anna K. Enck
late of __lLo_we:r...JU).en J:9_'d_l'!~_h~_, , Cumberland County. Pa.. deceased and that the
within is an inventory made by June E. Egolf & Kenneth...~Egolf '. the said Co-Executors
of the entire estate of said decedent, consisting of all the personal prop~rty and real estate. except real estate outside
the Commonwealth of Pennsylvani'd, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
being duly
s wo rn
~W() rn
and subscribed before me,
Exe utor. aministrdor
June E. Egolf & Kenneth L.
809 Fairview Road
Carlisle, PA 17013
:5Ll \L-t ~ 'S'\-~, ~X 2002
~~\d.,4<dc~~
Noteriat Seaf
88ndra K. Showers, Notary PubHc ,
MectI8I= Boro, ClrTiJertaIId Coooty
My Co on expires Nov. 22. 2003
, P9n'1~ A..~~ nf "ktmf':>,
25th
Day
Address
Date of Death
February
Month
2001
Year
INSTRUCTIONS
I. An invedory must be filed within three months after appointment of personal represe~t_ative.
2. A supplement inventory must be filed within thirty days of discovery of additional asset's.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV. Fiduciaries Act of 1949.
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RICHARD C SNELBAKER ESQ
SNELBAKER ETAL
44 W MAIN ST
MECHANICSBURG PA 17055
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-73' EX AFP (01-02)
03-17-2003
ENCK
02-25-2001
21 01-0253
CUMBERLAND
202
ANNA K
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
R-Ev=73E;-Ex--AFP--[oi~-02)-----.-.-No-ficE--oF--nETifRMIN-ATICfN-AN-n-As-sESS-MENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF ENCK
ANNA
K FILE NO.2l 01-0253
ACN 202
DATE 03-17-2003
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
3,088.85
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
91,280.50
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
91,280.50
5. Pennsylvania Estate Tax Due
.00
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
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
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 17128-0601
RICHARD C SNELBAKER E~Q2
SNELBAKER ETAL
44 W MAIN ST
MECHANICSBURG
Cit.~n.
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01-21-2002
ENCK
02-25-2001
21 01-0253
CUMBERLAND
101
Allount Rellitted
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NOTICt Ur
APPRAISEMENT, ALLOWANCE OR D.1::>""'...._ ...
OF DEDUCTIONS AND ASSESSMENT OF TAX
tie;
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
cO
~
12-00>
1
ANNA
K
JAN 25
P2 :05
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 ~
rffV'=is4-j-Ex--AFP--fi'2:oo1--NcificE--oF-'rtiHEifiTAifcE-T-AX-APPRAisEMENT~--ALLOWANCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ENCK ANNA K FILE NO. 21 01-0253 ACN 101 DATE 01-21-2002
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)
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
ll)
(2)
(3)
(4)
(5)
(6)
(7)
79.725.55
46,730.82
.00
.00
584,322.31
.00
1.022.49
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
llO)
65,554.49
4.131.05
lll)
ll2)
ll3)
ll4)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
711,801.17
69.685 1;4
642,115.63
2,000.00
640,115.63
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
ll5) .00 X 00 = .00
ll6) .00 X 045 = .00
ll7) .00 X 12 = .00
ll8) 640,115.63 X 15 = 96,017.34
ll9)= 96,017.34
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-23-2001 AA496632 4,,736.84 90,000.00
11-21-2001 CDOO0545 .00 1,517.34
TOTAL TAX CREDIT 96,254.18
BALANCE OF TAX DUE 236.84CR
INTEREST AND PEN. .00
TOTAL DUE 236.84CR
. 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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
/ ~ --02-/ s--- 7
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
*
\..
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 17128-0601
c/
REV-485 EX AFP (12-00)
RHem
Fie:;>
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-21-2002
ENCK
02-25-2001
21 01-0253
CUMBERLAND
201
ANNA
K
RICHARD C SNELBAKER .~ JAN 18 P 3 :45
SNELBAKER ETAL
44 W MAl N ST G18[1'.
MECHANICSBURG Pl{':llrlti"?
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
RE-V=483--EX--AFP--[i2~-OO)-----.-.-No-ficif-oF--nETifRMiiiATio-N-AN-n-As-sESS-HENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF ENCK
ANNA
K FILE NO.21 01-0253
ESTATE TAX DETERMINATION
ACN 201
DATE 01-21-2002
1. Credit For State Death Taxes as Verified
3,808.85
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
91,280.50
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
91,280.50
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
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
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
/{;- dl5'-~ 7
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z806Dl
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*v
REV-UD7 EX AFP U2-OO1
'02
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
P 2 :l;tjJNTY
ACN
02-11-2002
ENCK
02-25-2001
21 01-0253
CUMBERLAND
101
ANNA
K
RICHARD C SNELBAKER ESQ
SNELBAKER ETAL
44 W MAIN ST
MECHANICSBURG
IVlf\l< 18
Aiaount Rellitted
c,;; ,
PA 17055 CUI!":C
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv=i6"ifj-ix-AFP--fi'2:orff------...--iNHERITANCE-yiX--STAyEMENY-OF-iCCOUiiy--...---------------------
ESTATE OF ENCK ANNA K FILE NO.21 01-0253 ACN 101 DATE 02-11-2002
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 I
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2002
PR I NC I PAL TAX DUE: ...........................................................................................................................................................................................................................
96/017.34
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-23-2001 AA496632 4/736.84 90/000.00
11-21-2001 CDOO0545 .00 1/517.34
01-22-2002 REFUND .00 236.84-
TOTAL TAX CREDIT 96/017.34
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
I h-- ~/~.~ /3
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8D6Dl
HARRISBURG, PA 171Z8-D6Dl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*0v
REV-1601 EX AFP (12-00)
WM D SCHRACK III ESQ
124 W HARRISBURG ST
PO BOX 310
DILLSBURG
.02
1'1HR 1 B P 2 : 1 5
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-11-2002
DARRENKAMP
02-20-2001
21 01-0259
CUMBERLAND
101
DOROTHY
M
Allount Rellitted
"
t.l.":'
P A 11~l91 L.;.
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V =i60j-ix--AFP-fi'2"=ooi-------...--iNifERI'T-ANCi--fAX--STAfEMi-if-o-F'-AC-couiif--.-..--------------- - -- - --
ESTATE OF DARRENKAMP DOROTHY M FILE NO.21 01-0259 ACN 101 DATE 02-11-2002
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-14-2002
P R I NCI PAL TAX DU E : ...........................................................................................................................................................................................................................
2,924.40
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-04-2001 AA496564 146.22 3,200.00
01-22-2002 REFUND .00 421.82-
TOTAL TAX CREDIT 2,924.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. l
:r~ INTERNAL REVENUE SERVICE
WII Internal Revenue Service Center
OJ, 1- {)..!t.. r1. 6' 3
DEPARTMENT OF THE TREASURY
201 W. Rivercenter Blvd., Covington KY 41019
ESTATE TAX CLOSING LETTER
(NOT A BILL FOR TAX DUE)
Date :
May 8, 2002
Estate of
ANNA K ENCK
Decedent.s Social Security Number:
172-01-2020
Date of Death:
February 25,2001
Person to Contact:
Betsy Kamenar
Contact Telephone Number:
859-669-5283
(NOT TOLL FREE)
KENNETH L EGOLF
809 FAIRVIEW RD
CARLISLE PA 17013
Our computation of the Federal tax liability for the above estate is shown at the bottom of this letter.
It does not include interest any interest that may be charged. If you have made a request for
discharge of personal liability under Section 2204 of the Internal Revenue Code, proof of request and
payment of tax will discharge you from personal liability for the tax arid any deficiency that may later
be found due.
This letter and proof of payment, such as canceled checks or receipts, will establish that your
personal liability for the tax has been settled.
This letter is evidence that the Federal tax return for the estate has either been accepted as filed or
has been accepted after an adjustment to which you have agreed. You should keep this letter as a
permanent record. Your attorney may need it to close probate proceedings for the estate.
This is not a formal closing agreement under Section 7121 of the Internal Revenue Code. We will
not reopen this case, however, unless Revenue Procedure 94-68 applies.
Sincerely,
i?
.
.
Field Director, Cincinnati Compliance Service Center.
TENTATIVE TAX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
LESS: TOTAL GIFT TAXES PAYABLE $O.CJ
(FOR GIFTS MADE AFTER 12/31/1976)
UNIFIED CREDIT $220,550.00
CREDIT FOR STATE DEATH TAXES $3,088.85
CREDIT FOR FEDERAL GIFT TAXES $0.00
CREDIT FOR FOREIGN DEATH TAXES $0.0::>
CREDIT FOR TAX ON PRIOR TRANSFERS $0.00
TOTAL SUBTRACTIONS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
NET ESTATE TAX
GENERATION SKIPPING TRANSFER TAXES
SECTION 4980A INCREASED ESTATE TAX
TOTAL ESTATE TAXES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$223,638.85
$223,638.85
$0.00
$0.00
$0.00
$0.00
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SNELBAKER RICHARD C
44 W MAIN STREET
MECHANICSBURG, PA 17055
-------- fold
ESTATE INFORMATION: SSN: 172-01-2020
FILE NUMBER: 21 - 2001 - 0253
DECEDENT NAME: ENCK ANNA K
DA TE OF PAYMENT: 11/21/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/25/2001
NO. CD 000545
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,517.34
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1,517.34
REMARKS: JUNE & KENNETH EGOLF
C/O RICHARD C SNELBAKER ESQ.
CHECK#139
SEAL
INITIALS: VZ
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
t
~/
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Anna K. Enck
Date of Death: February 25, 2001
Will No.
21-01-0253
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X 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, ~tate the following:
a. Did the personal representative file a final
account with the Court? Yes X No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes - No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accoun ay be filed with the
Cerk of the Orphans' Court and may b at to this report.
Date:
8/29/02
J
Richard C. Snelbaker
Name (Please type or print)
44 West Main Street
Mechanicsburg, PA 17055
Address
(717) 697-8528
Te 1. No.
Capacity:
Personal Representative
XX
Counsel for personal
representative
(MAH:rmf/AM3)
"
REV-1500 EX + (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500 IlP - J-/ S -11
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 0253
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Enck, Anna K. 172-01-2020
DECE- DATE OF DEATH (MM-DD-YEAR) [ DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
02/25/01 10/29/1906 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
3, Remainder Return
CHECK ~' Original Return ~' Supplemental Return ~ (date of death prior to 12-13-82)
APPRO- 4, Limited Estate 4a, Future Interest Compromise 5. Federal Estate Tax Return Required
(date 01 death OIHer 12-,2~B2)
PRIATE 6, Decedent Died Testate 7, Decedent Maintained a LIving Trust 1 8, Total Number of Safe Deposit Boxes
(Attach copy of Will) (Attach acopyofTrust)
BLOCKS 9, Utigation Proceeds Received 10. Spousal Poverty Credrt(dateof death between 0 11, Election to tax under Sec. 9113(A}
12-31-91andl-1-9Sj (Attach Sch 0)
;D\I$!$llg1iPl.~\ft'l;\ltpQMm!lta\lt'!\(Wppjjt!~~~'jqQ$~!Qij'lItl,M.tAj(jllj!Q!!M.l\TjQ\'j$!IQ!.!l>>jjgQ!!!lti$!tIl!itQ;
NAME COMPLETE MAILING ADDRESS
COR- Richard c. Snelbaker, Esquire 44 West Main Street
RE- FIRM NAME (If Applicable) Mechanicsburg, PA 17055
SPON
DENT Snelbaker, Brermerran & SPare, P.C.
TELEPHONE NUMBER
717-697-8528
79,725.55 OFFICIAL USE ONLY
1, Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2) 46, 730~
3. Closely Held Corporation, Partnersl1ip or Sole-Proprietorship (3) N EJi) 9 :r.J
~- m
4, Mortgages & Notes Receivable (Schedule D) (4) Nann€: ~::?
5, Cash, Bank Deposits & Miscellaneous Personal ~\ z. ,:~
584, 322 !~1 CJ
Property (Schedule E) (5) <:
',')
s, Jointly Owned Property (Schedule F) ~.J. N
~
0 Separate Billing Requested (6) None
, -; :cD
RECA- ex>
PITULA- 7, Inter-Vivos Transfers & Miscellaneous )iiL U1 0
TION 1,022.4:g ~.
Non-Probate Property (Schedule G or L) (7) W
8. Total Gross Assets (total Lines 1-7) (8) 711,801.17
9, Funeral Expenses & Administrative Costs (SchedLlle \-1)(9) 65,554.49
10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 4,131. 05
11. Total Deductions (total Lines 9 & 10) (11) 69,685.54
12. Net Value of Estate (Line 8 minus Line 11) (12) 642,115.63
13, Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) 2,000,00
has not been made (Schedule J)
14, Net Value Subject to Tax (Line 12 minus Line 13) (14) 640,115.63
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15, Amountof Line 14 taxable atthe spousal tax
rate, or transfers under Sec. 9118(a)(1.2) X ,0 (15)
TAX 16, Amountof Line 14taxableat lineal rate 0.00 X,O 45 (16) 0.00
0.00 ~ 0.00
COMPU- 17. Amountof Line 14taxableatsiblingrate X .12 (17)
TATION 18, Amountof Line 14 tal"able at collateral rate 640,115.63 X.15 (18) 96,017.34
19, Tax Due (19) 96,017.34
20, [j l;qile::;Kill;Rii;'if*(@U\ii\l!lii\j%liji!.$til'ili.A..ii\l!lfj)ijQ.9fAl<l'gVl!\!'lF!l\~l(t1
,>. a~ SURE TO ANSW!:R' ALL qUEstiONS ON .FAGE.2 AND RECHECK MATH:'<.
o PA15001
NTF 29755
Copyright 2000 Greatland/Nelco LP- Forms Software Only
.'
PA REV-1500 EX (6-00)
Decedent's Com lete Address:
STREET ADDRESS
Bethan Village, 325 Wesel Drive
Page 2
Lower Allen Townshi , Cumberland ct
CITY
Mechanics
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2, Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
STATE
PA
ZIP
17055
(1)
96,017.34
90,000.00
4,500.00
Total Credits (A + B + C)
(2)
94,500.00
3, Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E)
4. \1 Une 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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax dUB.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
Make Check
(3) 0.00
(4)
(5) 1,517.34
(5A) 0.00
(58) 1,517.34
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest; or. .
d. receive the promise for Ufe of either payments, benefits or care?
2. If death occurred after December 12.1982, did decedent transfer property within one year of death
without receiving adequate consideration?
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on information at
which preparer has any knowledqe.
. Sj,GNATURE OF PS/lSO ESPONSI8LE R FILING RETURN DAc I
e\. 0<., ' .-e II 7-0 ZOO I
ADDRESS ~
See t ached
SIG ER OTHER HAN REPRESENTATIVE
3,
4,
Yes No
~ I
B ~
o
o
DAT~
11/2.0
on or use spouse
[72 P.S. S 9116 (a)(1.1)(i)l.
For dates of death on or after January 1, 1995, the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. !3 9116 (a) (1.1) (ii)].
The statute nn",!'; rlof .."..mota 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
thesurvivillg spouse is the only benef'lciary.
For dates of death on orafterJuly 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twer\ty-or\e years 01 age or younger at death to or lor the use of a natural parenl, an ii1Qoptive parent,
orastepparentofthe child IS 0% [72 P.S.89116(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.!3 9116(1.2) [72 P.S. 891 16(a)(111.
Thetax rate imposed on the net value of transfers to or lor the use of the decedent's siblings is 12% [72 P.S. 89116(.1)(1.3)]. A sibling is defined, under Sectiol1 9102, as an individual
who has at least one parent in common with the decedent, whethsr by blood or adoption.
o PA15002
NTF 29756
Copyright 2000 Greatland/Nelco LP- Forms Software Only
Estate of: Anna K. Enck
21-2001-0253
The follCNling person(s) are signing the return as representative(s) of the estate:
June E. Egolf
809 Fairview Road
Carlisle, PA 17013
Kenneth L. Egolf
809 Fairview Road
Carlisle, PA 17013
RE\i-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anna K. Enck
SCHEDULE A
REAL ESTATE
FILE NUMBER
21-2001-0253
All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the
price at which property would be exchanged between a willing buyer and a willing seller. neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which Is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 Property known and numbered as 207 South Filbert Street,
Mechanicsburg Borough, Mechanicsburg, PA 17055, sale value
(settlement sheet attached)
79,725.55
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
79,725.55
7 CPA21 NTF 10904
Copyright Forms Software Only, 1997 Nelco, Inc.
'A, . U.S. DEPARTMENT OF HOUSING and URBAN DEVELOPMENT
OMS No, 2502-0265
SETTLEMENT STAIEMENT 1111 11'110
HERITAGE SETTLEMENT LO!lorplln\
SERVICES, LLC B, TYPE OF LOAN
4705 East Trindle Road 1,/ ] FHA 2, I ) FMHA 3X I CONV, UNINS,
Mechanicsburg, PA 17055 4, I ]VA 5, I ] CONV, INS,
6. FILE NUMBER: I 7. LOAN NUMBER:
Phone: (717) 730-9664 Fax: (717) 730-9665 992328 0015045628
B, MORT, INS, CASE NO,:
C, NOTE: This form is 1urnished \0 give you a statement 01 actual settlement costs. Amounts paid to and by the seUlement agent are shown. Items marked
'(p.a.c.)' were paid outside Ihe closing; they are shown here for informational purposes and are not included in Ihe totals.
D, NAME AND ADDRESS OF BORROWER: E, NAME AND ADDRESS OF SELLER: F NAME AND ADDRESS OF LENDER:
LIEM HUY NGUYEN ESTATE OF ANNA K. ENCK MELLON BANK, N.A.
KIEU THI NGUYEN
1778 SHERMAN STREET, SUIT
DENVER CO 80203-4385
G, PROPERTY LOCATION: H, SETTLEMENT AGENT: I. SETTLEMENT DATE:
207 S. FILBERT STREET HERITAGE SETTLEMENT SERVICES, LLC 10/19/01
MECHANICSBURG BOROUGH PLACE OF SETTLEMENT:
CUMBERLAND COUNTY 4705 E. TRINDLE RD. , MECHANICSBURG, PA
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
lOa. GROSS AMOUNT DUE FROM aORROWER "oo.GROSS AMOUNT DUE TO SELLER
101. Contract sales price 79000.00 "Ol,Contract sales price 79000.00
102. Personal property 402.Personal proper\\/
103. Settlement charoes to borrower (line 1400) 3031.18 "03.
10<'1. 40".
105. "05.
Adjustments lor items paid by seller in advance Adjustments for items paid by seller in advance
106, CitylTown lax to 406. CilyfT own tax 10
107. County lax 10/19/011012/31/01 47.19 40J.County tax 10/19/011012/31/01 47.19
108. Assessments 10 408.Assessments 10
109. SCHOOL 10/19/011006/30/02 626.20 409. SCHOOL 10/19/011006/30/02 626.20
110. to 410. 10
111. SWR:$65.20/Q END 12/31 52.16 "". SWR:$65.20/Q END 12/31 52.16
1\2. 412.
120 GROSS AMOUNT DUE FROM BORROWER 82756.73 420. GROSS AMOUNT DUE TO SELLER 79725.55
200 AMOUNTS PAID BY OR IN BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201. Deposit or earnest money 1000.00 sOI.Excess deposit (see instructions)
202:, Principal amount of new loan{s} 55000.00 502.Selllemenl charaes 10 seller (line 1400) 5068.20
203. Exislinq loan(5) laken subject to 503 Exlsling loan(s) laken subiecllo
204. sO<'l.Payoff of First Mortgage Loan
205. sos,Payoff of Second Mortgage Loan
20. 506.
207. 507.
208. 508.
209. 509,
Adjustments for items unpaid by seller Adjustments ior items unpaid bv seller
210. Cily{Town lax 10 510.CilYfTown tax 10
21 t. Counly lax 10 SII,CO\.lIl\y lax 10
71::'. ^ssossrnQl1ls 10 !jt?Assosslncnls 10
213. SCI100L to fl13. SCHOOL 10
21" 514.
215. 515
216. 516,
217 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 56000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 5068.20
:100. CASH AT SETIlEMENT FROM OR TO BORROWER 600. CASH AT SETILEMENT TO OR FROM SELLER
301. Gross amount due from borrower (line 120) 82756.73. 601.Gross amount due 10 seller (line 420) 79725.55
302. Less amount paid bvl10r borrower (line 220) 56000.00 602.Less reduction amount due seller (line 520) 5068.20
303, CASH ([l{FROM) ([ ] TO) BORROWER 26756.73 ".03CASH ([ liTO) ([ ] FROM) SELLER 74657.35
~r-7</ 1-1 fl >- -,,~. / -~~,~~ M .;;(' OF .c:_o ,';.. C'AJO I<.
/ I 7/V
-
((11- ,,1 i\jJ1/Yt:;r,/
Buyer or Borrower's Signature
(l ~ ~. ~!J"-4
SellJ;{ Signature
HUD.j Rov. 5/86
L. l,EITlEMENT CHARGES 992328 PAID FROM PAID Fr-iOM~
TOTAL SALES/BROKER'S COMMISSION based on price $ 79000.00 BORROWER'S SELLER'S
700. FUNDS AT FUNDS AT
Division 01 Commission (line 700) as follows: Total: $4,210.00 ~
701. $ 2130.00 10 JACK GAUGHEN REALTOR-ERA ".'.'
702. $ 2080.00 10 KEYSTONE REALTY GROUP, TN? . ...WU."
703, Commission paid at Settlement .4210.00
704. TRANSACTIO N KEYSTONE REALTY GROUP INCI 125.001
BOO. ITEMS PAYABLE IN CONNECT\ON WITH LOAN
801. Loan Origination Fee %
B02. loan Discount %
B03. Appraisal Fee 10 STARS 300.00
B04. Credil Reporllo FIRST AMERICAN/CREDCO 35.50
B05. Lenders lnspeclion Fee
B06. Morlaage Insuranco Application Foe 10
807. Assumplion Fee
BOO. TAX SRV. 1ST AMER.REALTY SRVS 80.00
B09. FLOOD CERT STARS 19.50
010. APPTJICATION MELJJON BANK $375 POC
nil. IJENDER Pl\ID
---
~oo. II'EMS REaUIHEU BY lENOEIl TO BE PAID IN ADVANCE
901. Inleresl from 10/19/01 1010/31/ 0 1 @$ 9.17/day 119.21
902. Morlunge Insuranco Prorniumlor mo. 10
903. I-lazard Insurance Premium for 1 yrs 10 MERCHANTS INSURANCE 163.00
904. yrs. to
905.
1000. RESERVES DEPOSITED WITH LENDER FOrt
1001, Hazard (nsuw.nce 2 mO,@$ 13.. 58 Imo. 27.16 ..
1002. Mortgage Insurance mo.@.$ Imo.
\003. Ci\ylTown lax mo. @$ Imo. ..
1004. Counly lax 9 mo. @$ 19.66 Imo. 176.94
1005. Assessments mo. @$ /mo.
1006. SCHOOL TAX 5 mo. @$ 74.99 Imo. 374.95
mo@$ 1010. :;::
1007. ~.
1008. AGG ADJ mO.@$ Imo. -200.83 ';':':';':..':' ...,.... .......,.,..:. !.
1100. TITLE CHARGES
1101. Se\\lement or closing lee 10
1102. Abstracl or 0110 semch 10
1103. Title examination 10
1104. Title insurance binder 10
1105. Document preparation 10 RICHARD SNELBAKER (PaC)
\ \00. Nolary lees 10 NOTARY PUBLIC 14.00
1107. Attorney's fees 10 i
(includes above items No.:)
1108. Title Insurance 10 HERITAGE SETTLEMENT SRVS. 852.75
(includes above items No 1102 1103 1104 100 300 81 .......,. .:...:.".......;..,
;)
1109. lender's coverage $ 55;000
1110. Owner's coverage $ 79.000 .:;::::::::;::::::~:;.::::~:,:::::.:..:.:.;., ::::.?:
1\\1. C.S.LETTER LAWYERS TITLE INSURANCE 35.00
1112. WIRE FEE HERITAGE SETTLEMENT SRVS. 10.00
1113. .
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. nocording foes: Dead $ 25.50 Mortgage $ 53.50 Misc. $ 79.00
!2U2. CilylcotJllty Inx/51mllps: Oood $ 790. 00 Murtldayo.$ '790.00
1203. !italo In)(/~tmllp5: lJood :Ii 790. OOMortongo $ 790.00
1204.
1205.
t300. ADDITIONAL SETILEMENT CHARGES
1301. Survey 10
\302. Pest Inspec\ion 10 HOME PARAMONT 30.00
1303. SWR:O/N/D MECHANICSBURG BOROUGH 65.20
1304. TAX CERT BARRY HECKARD 3.00
1305.
1400. TOTAL SErrlEM~NT CHARGES (enter on lines 103 and 502, Sections J and K) 3031.18 5068.20
U.O. Dlcl'NII ML" I 01.IIOU51"G ^"D UIIIJ^N UlcVLLOI'MLN I
SETTLEMENT STATEMENf
OMLJ No. 25U2-02G5
Paga 2
P~Htlas aQfC'a \lIa\ nu I\abmly Is assumed by Selllemllnl Agent tor the eccuracy 01 Inlormsllon IUIOlshod by others as shown on the HUD-l Selllement Stalement SeUfement Agent hereby
expressly
roseNes Iho right to deposit any amounls collected lor disbursement In an Interest bearing ac:counl in a Federally Insured InsUlution and 10 credil any lnteresl so ealOed to lis own
account as additional
eomponsation lor ils services In Ihislransacllon.
HUD CERTIFICATION OF BUYERS AND SELLERS
J have carefully' roviewed lhe HUD-l Selllement Statement and to the l;Iesl oC my knowledge and beliel, 1\ Is a \rue and accurate statement or all receipts and disbursements
made on mY,account by me In this transaction, I further certify thatl have recoived a copy of the HUD-1 SetllerTJ9nt StatemenJ.. ;-. 7'lo S ~
/ '. 6~ 0/" ,;<(-PAlA K. cAieK, ve<:KII- ,,-
-L O/--H~/;/~rr===~/: t i~J"'~44x-W
/(/(~) ,q frp'U .1'(;'111 ~ (f u" ) f;. tpyt!Uf
Uuyor or Borrower's Signature Jer's gnalure
Ouyo", AddlOss & Phono: Soller's New Address & Phono;
Ime alld I!.ct:.ull!.\e I'Iceoun\ 0\ \his lfansacllon. I have clllJsod or will eausotho funds to be disbursed iu accordance wilh Ihis statement.
/0- ICl-Oj
Soy 1\\(\1\\" 11\ Dale
,.YfAlINING' i<; CrilOl' ~o knowillfl'Y J1l (1 lal:)fJ sllllml1elll<; 10 the Unilod SIllies on this or any simllllr lorUJ. I'onallies upon conl/iclinn elHl Inc(udo a 1\110 Bud Im,)lisomnol1\
8:U.SCodoSoclluuIOlnndSocllunlOtO. . .
for doll111s sno
RElH503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anna K. Enck
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-2001-0253
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 AT&T, 140 shares of Cc:rnron stock
2,990.40
2 BellSouth, 414 shares of Ccmron Stock
17,254.49
3 MetLife, 118 shares of common stock
3,603.43
4 Veri zon , account #2879-4154, 224 shars of common stock
11,020.80
5 Verizon, alc #824-4600, 172 shares of common stock
8,462.40
6 Lucent Teclmologes, Inc., 270 shares of carmon stock
3,399.30
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
46,730.82
7 CPA31 NTF 10905
Copyright Forms Software Only, 1997 Nelco, Inc.
REVC150a EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FI~E NUMBER
AJn1a K. Enck 21-2001-0253
Include proceeds of litigation & date proceeds were received by the estate. All orop. lolntly-owned with right of survivorship must be disclosed on Sch. F.
ITEM VALUE AT
NO. DESCRIPTION DATE OF DEATH
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
11,424.74
2,502.64
6,066.27
62,599.12
7,074.73
10,010.81
56,056.36
8,747.23
14,401. 86
10,088.91
14,406.17
14,114.19
2,540.16
68,554.87
270,251.06
257.4 7
22,236.25
166.80
641.67
2,181.00
$ 584,322.31
1 Allfirst, checking account #0030744989
2 Allfirst, Certificate of Deposit #87008000402742
3 Allfirst, Certificate of Deposit #87008000405474
4 Allfirst, Certificate of Deposit #87008000405687
5 Allfirst, Certificate of Deposit #87008140004030
6 Washington Mutual, account #876-1131965-1
7 Washington Mutual, account #871-1168121-6
8 First Union National Bank, Certificate of Deposit
#247412063623359
9 First Union National Bank, Certificate of Deposit
#247022063548400
10 First Union National Bank, Certificate of Deposit
#247022063549416
11 First Union National Bank, Certificate of Deposit
#247412063621274
12 Frist Union National Bank, Certificate of Deposit
#247412063621546
13 Mellon Bank, Certificate of Deposit #140-071338-C
14 Waypoint Bank, Checking account #20087687
15 Edward Jones, Investment account #377-06406-1-7
16 Cash found in Decedent's possession
17 pr=eeds from sale of household goods sold at public auction by
Bricker's Auction
18 Blue Cross/Blue Shield, refund of unused premium
19 Bethany Village, refund on resident care
Total from continuation paqe (s)
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 Nelco, Inc.
Page 2
Estate of: Anna K. Enck
21-2001-0253
SGJEDULE E -- Cash, Bank Deposits and Miscellaneous Personal Property
Item
No. Description
Value at Date
of Death
20 Internal Revenue Service, 2000 tax relief rebate
300.00
21 Internal Revenue Service, refund on Income Tax Return
1,881. 00
TOTAL. (Carry forward to main schedule) . . . . . .
2,181. 00
REVC1510 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anna K. Enck
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-2001-0253
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF EXCLUSION
ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECO'S (IF TAXABLE VALUE
RELATIONSHIP TO DECD & DATE OF TRANSFER.
NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE)
1 MetLife, annuity #000176414RB, 1,022.49 100 0.00 1,022.49
benefits paid June 21, 2001 to
Richard R. RennerT Decedent's
nephew.
TOTAL (Also enter on line 7, Recapitulation) $ 1,022.49
7 CPA01
NTF 10910
Copyright Forms Software Dilly, 1997 Nelco, Inc.
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anna K. Enck
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2001-0253
Debts of decedent must be reported on Schedule I.
ITEM
NO. DESCRIPTION
A. FUNERAL EXPENSES:
AMOUNT
1 Gringrich MeTTOrials, headstone and inscription
460.00
2 Trindle Spring Lutheran Church, funeral luncheon
105.00
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Kenneth L. & June
Social Security Number(s}/EIN No. of Personal Representative(s)
Street Address 809 Fairview Road
City Car lisle State
35,538.00
E. Eqolf
&
PA Zip 17013
Year(s) Commission Paid:
2.
3.
Attorney Fees Name: Snelbaker, Brennerren & Spare
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
17,500.00
0.00
4.
Probate Fees
550.00
5.
Accountant's Fees
0.00
6.
Tax Return Prep~rer's Fees
0.00
See Schedule attached
Total from continuation page(s)
11,401.49
TOTAL (Also enter on line 9, Recaoitulation) $
(If more space is needed, insert additional sheets of the same size)
65,554.49
7 CPA11 NTF 10911
Copyright Forms Sof1wars Only, 1997 Nelco, Inc.
Estate of: Anna K. Enck
Item
No.
SCJJEDULE H, PART B -- Administrative Costs
Description
7
Keystone Realty Group, Inc., corrrnission on sale of Real Estate
8
Transfer Tax on sale of Real Estate
9
Adjustments at settlement for sewer and tax certification
10
Bricker's Auction, commission paid on sale of household goods
11
Cumberland Law JOUlllal, advertising Executors notice
12
The Patriot-News, advertising Executors notice
13
Register of Wills, Cumberland County, short certificates
14
Barry L. Heckard, Sr., Tax Collector, 2001 Real Estate Taxes
15
Register of Wills, Cumberland County, filing fee for Inheritance
Tax Return
16
Greenawalt & Corrpany, P.C., preparation of 2000 personal income
tax returns
17
L.G. Connor Real Estate Appraisers, appraisal fee
18
Eugene Enck, purchase and installation of Dead bolt lock
19
A. Fetters, lawn maintenance services for 2001
20
Reserve for filing fees, accounting costs and other
miscellaneous costs associated with the Administration of
Decedent's Estate.
TOTAL. (Carry forward to main schedule) . . . . . .
Page 2
21-2001-0253
AIrount
4,210.00
790.00
68.20
3,020.00
75.00
115.53
12.00
1,364.18
15.00
220.00
275.00
36.58
200.00
1,000.00
11,401. 49
REV-1512 EX. (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anna K. Enck
Include unreimbursed medical expenses
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-2001-0253
DESCRIPTION
AMOUNT
1 Beacon Medical Group, rredical expenses, account payable
90.43
2 Alert Pharmacy at Bethany Village, perscriptions, account
payable
296.25
3 Carlisle Imaging Associates, rredical services, account payable
9.57
4 A. Fetters, lawn maintenance service prior to decedent's death,
account payable
300.00
5 United Water, water service, account payable
13.82
6 Verizon, phone service, account payable
28.68
7 Bcrough of Mechanicsburg, sewer & refuse, account payable
65.20
8 roI, gas service, account payable
79.14
9 PP&L, electric service, account payable
31. 96
10 PA Department of Revenue, balance due on 2000 personal tax
returns
216.00
11 Kenneth L. Egolf, services as attorney in fact from June 2000 -
February 2001
3,000.00
7 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
4,131.05
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
Anna K. Enck
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
See Schedule attached
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not Ust Trustee(s)
21-2001-0253
AMOUNT OR
SHARE OF ESTATE
ENTER DOLLAR AMTS. FOR DISTRIBS. 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
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Trindle Spring Evangelical Lutheran Church
15 State Road
Mechanicsburg, PA 17055
2,000.00
7 CPA13 NTF 10913
TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
2,000.00
Copyrigl1tForms Software Only, 1997 Nelco, Inc.
(If more space is needed, insert additional sheets of the same size)
Estate of: Anna K. Enck
SCHEDULE J, Part 1 -- Taxable Distributions
Item
No. Name and Address of Beneficiary
1 Ian and Janet Peters
R.R. 4, Box 4125
Duncannon, PA 17020-9410
2 Rozella Mclane
405 East Marble Street
Mechanicsburg, PA 17055
3 Judith Reihart
503 East Keller Street
Mechanicsburg, PA 17055
4 Gini Kelly
3 East Schools ide Drive
Mechancisburg, PA 17055
5 Gary M. Fetters
300 South Filbert Street
Mechanicsburg, PA 17055
6 Richard R. Renner
2713 N.W. 30th Terrace
Gainesville, FL 32601
7 June E. Egolf
809 Fairview Road
Carlisle, PA 17013
8 Karen E. Crum
252 Pctanac Road
Wilmington, DE 19803
9 W. Eugene Enck
P.O. Box 3
New Kingstown, PA 17072
10 Nancy R. Beimler
113 Eichelberger Street
Hanover, PA 17331
Relationship
None
None
None
None
None
Nephew
Niece
Niece
Nephew
Niece
Page 2
21-2001-0253
Arrount
1,000.00
2,500.00
2,000.00
5,000.00
5,000.00
125,741.11
124,718.63
124,718.63
124,718.63
124,718.63
---"-..
LAW OFftlCES
SNELBAKER.
BRENNEMAN
& SPARE
LAST WILL AND TESTAMENT
I, ANNA K. ENCK, of the Borough of Mechanicsburg, County of Cumberland,
and Commonwealth of Pennsylvania, being of sound and disposing mind, memory
and understanding, do make, publish and declare this as and for my Last Will and
Testament, hereby revoking and making void all former wills and codicils by me at
anytime heretofore made.
FIRST. I order and direct that all my just debts and funeral expenses be paid
by my Executors, Executrix or Executor, as the case may be, hereinafter named, as
soon as conveniently may be done after my decease.
SECOND. I order and direct my Executors, Executrix or Executor, as the
case may be, hereinafter named, to convert all the rest, residue and remainder of
my estate, real, personal and mixed whatsoever and wheresoever situated, into cash
as soon as conveniently may be accomplished after my death, with full power and
authority to sell any real estate which I may own, and to distribute and dispose of
said residuary estate in the manner following:
A. I give and bequeath the sum of Two Thousand ($2,000.00) Dollars
unto the TRINDLE SPRING EVANGELICAL LUTHERAN CHURCH in
Silver Spring Township, Cumberland County, Pennsylvania. absolutely.
B. I give and bequeath the sum of One Thousand ($1,000.00) Dollars
unto IAN PETERS and JANET M. PETERS, or the survivor of them,
absolutely, if both or one of them survives me.
C. I give and bequeath the sum of Two Thousand Five Hundred
($2,500.00) Dollars unto ROZELLA McLANE, absolutely, if she survives me.
D. I give and bequeath the sum of Two Thousand ($2,000.00) Dollars
unto JUDITH REIHART, absolutely, if she survives me.
E. I give and bequeath the sum of Five Thousand ($5,000.00) Dollars
""'.
('
,
(.......;
, .,
~j.. ,,,,'
, l
, .,../
U
LAW OI'"FICES
5NELBAKER.
BRENNEMAN
& SPARE
unto GINI KELLY, absolutely, if she survives me,
F, I give and bequeath the sum of Five Thousand ($5,000,00) Dollars
unto GARY M, FETTERS, absolutely, if he survives me.
G. All the rest, residue and remainder shall be distributed and
disposed of in the following manner and proportions:
1. I give and bequeath twenty per centum (20%) of said residue
unto my nephew, namely, RICHARD R. RENNER, absolutely.
2. I give and bequeath twenty per centum (20%) of said residue
unto my niece, namely, JUNE E. EGOLF, absolutely,
\
~ .1',
3, I give and bequeath twenty per centum (20%) of said residue
unto my niece, namely, KAREN E, CRUM, absolutely,
4, I give and bequeath twenty pel' centum (20%) of said residue
unto my nephew, namely, W, EUGENE ENCK, absolutely.
5, I give and bequeath twenty pel' centum (20%) of said residue
unto my niece, namely, NAI\JCY R. BEIMLER, absolutely.
F. If any of the residuary legatees named in Subparagraphs 1, 2, 3, 4
and 5 of Paragraph G of this Item Second, namely, RICHARD R. RENNER,
JUNE E. EGOLF, KAREN E. CRUM, W. EUGENE ENCK and NANCY R.
BEIMLER, should predecease me and leave lawful issue to survive me, I
order and direct the bequest so made to such deceased legatee shall be
distributed unto such issue per stirpes by representation and not per capita.
THIRD. It is my express request and desire that my Executors, Executrix or
Executor, as the case may be, hereinafter named, whenever they may need legal
advice and assistance in the settlement of my Esta~e or in cal'l'ying out the purposes
of this my Last Will and testament, shall consult and employ Richard C. Snelbaker,
Esquire, he having an intimate knowledge of my affairs and of my views and wishes
-2-
in matters that may arise in the settlement of my Estate.
LASTLY. I nominate, constitute and appoint my niece, JUNE E. EGOLF,
and KENNETH L. EGOLF, or the survivor of them, to be the Executors, Executrix
or Executor, as the case may be, of this, my Last Will and Testament, but if for any
reason both of said individuals should fail to qualify as my personal representatives
hereof or cease so to serve, then and in that event, I nominate, constitute and
appoint MELLON BANK, N.A., to be the Executor hereof, each and all to serve
without bond or other security as a condition of qualification hereunder.
IN WITNESS WHEREOF, I, ANNA K. ENCK, have hereunto set my hand
and seal to this my Last Will and Testament, which consists of.three (3) typewritten
pages to each of which I have affixed my signature this {I )L.~day of 'Vh-cL 'J~
A.D. Two Thousand.
- / ,~/ "-c\' .
(__[_';1-0''---<"''-, 'rZ- O;:vuJ.z...\
Anna K. Euck
(SEAL)
The preceding instrument, consisting of this and two (2) other typewritten
pages, each identified by the signature of the Testatrix, was on the date thereof
signed, sealed, published and declared by ANNA K. ENCK, the Testatrix therein
named, as and for her Last Will and Testament, in the presence of us, who, at her
request, in her presence and in the presence of each other, have subscribed our
names as witnesses hereto.
-~
LAW OFFICES
SNELBAKER.
BRENNEMAN
8: SPARE
~ g '~J1-
-3-
."
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND
SS.
)
We, ANNA K. ENCK, RICHARD C. SNELBAKER and JANE J. COONEY,
the Testatrix and the witnesses, respectively, whose names are signed to the
attached or foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed the instrument as her
Last Will and Testament and that she had signed willingly, and that she executed it
as her free and voluntary act for the purposes therein expressed, and that each of
the witnesses, in the presence and hearing of the Testatrix, signed the Will as a
witness and that to the best of his or her knowledge, the Testatrix was at that time
eighteen years of age or older, of sound mind and under no constraint or undue
influence.
'"
/ Jt~.-
C\-l \ ..l r\ k';;' 111)', .L
I'"
~.~J
Itness
fi\
\" }
~~,e~
Wi ess
Subscribed, sworn to and acknowledged before me by ANNA K. ENCK, the
Testatrix, and subscribed and sworn to before me by RICHARD C. SNELBAKER
and JANE J. COONEY, the witnesses, this \ l+h day of Dloy- ,2000.
-:SO-nctu.. ~ ~Q:0QA.(J
Notary Public
I.<i'urlal Seal
Sandra K. Showers, Notary PubtIo
Uec;hanlcsburg BolO. Cumberland County
Uy CQnl>"1lsslon expires Nov. 22, 2Ol13
-.
LAW OFFICES
SNELBAKER.
BRENNEMAN
B: SPARE