HomeMy WebLinkAbout01-0288
Register of Wills of CUMBERLAND County, Pennsylvania
PETITION FOR GRANT OF LETTERS
, Deceased
No. 21-01- 288
Social Security No. 174-24-2520 ~
Estate of GLADYS I. EBENER
also known as
SHARON L. SIMONS and BETH M. SANDERS
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
[K] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut~ named in the last Will of
the Decedent. dated 06/10/1999 and codicil(s) dated None
NONE
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 incompetent:
NONE
o B. Grant of Letters of Administration
(c.I.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
Name
Relationshi
Residence
(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 105 EAST PARK STREET, BOROUGH OF CARLISLE
(list street, number, and municipality)
Decedent, then ~years of age, died 03/01/2001 at CARLISLE HOSPITAL, PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property
(If not domiciled in PAl Personal property in Pennsylvania
(If not domiciled in PAl Personal property in County
Value of real estate in Pennsylvania
100,000.00
$
$
$
$
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 a riate form to the undersi ned:
Si nature rinted name and residence
SHARON L. SIMONS
1205 GEORGETOWN CIRCLE, CARLISLE, PA 17013
BETH M. SANDERS
1212 GEORGETOWN CIRCLE, CARLISLE, PA 17013
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Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
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 representative(s) of
the Decedent, Petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed a.,d subscribed ~(lI(~ ~ ~ il'fo~
SHARON L. SIMONS
before me this~ day of
f3IA rmJ l <)ty7J;~
MARCH 2001 BETH M. SANDERS
--
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( For the ~egi!;ter
(
No. 21-01- 288
Estate of GLADYS I. EBENER
Deceased
AND NOW,
MARCH 15
174-20-2520 Date of Death: 03/01/2001
p~-r6.
Social Security No:
, 2001
, in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters 09 Testamentary D Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
SHARON L. SIMONS and BETH M. SANDERS
in the above estate and that the instrument(s) dated
06/10/1999
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters. . . . . . .
$
200.00
, 1
?/r(!.7''(/PR~ $ /~r ""['
. R gister of Wills
Short Certificate(s) .
$
15.00
Renunciation.
$
Attorney:
ROGER M. MORGENTHAL, ESQUIRE
Codicil. .
$
17143
FISHMAN & MORGENTHAL
SUITE 3
95 ALEXANDER SPRING ROAD
CARLISLE, PA 17013
Affidavits (
$
1.0. No:
Extra Pages ( ) .
$
6.00
Address:
JCP Fee.
$
5.00
Telephone:
717/249-6333
Inventory.
$
a~_N/ ~~;t
Other . .
$
TOTAL.
$
226.00
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
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'~,r;y (;/.~~r;
This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fillllg.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
l1'~~~. ~~&~
Local Registrar
Fee for this certificate, $2.00
p
7247549
MAR It;7 2001
Date
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'5\-,c~ ,eo-~ '.
21-01-288
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H105.143Aev.2187
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEAI.TH . VITAL RECORDS
CERTIFICATE OF DEATH
'AtNT
~ENT
:IHK
NAME OF OECEDENT (First. MidCIe, LaII_
1. Gladys Irene Ebener
AGE (l.. BirthoIy) UNOE" 1 YEAR
....... lloys
SEX
8111THPUoCE {Qly and
Stat.OfF0f8lQl1COUnffYl
76 v...
COUNTY OF OERH
~\
lb. Cumberland
...
DECEDENT'S USUAL OCCuMlOH
( ofwork~~~~'::~:;:r
".. Homemaker "0.
DeceDENT'S MAfUNG AOOAESS (SIrMl, CitotfTOwn, Slate. ZIpCOdel
105 East Park St.
Carlisle, PA 17013
11.
FATHER'S NAME (F*ll'st. Middle. Lastt
11. Melvin H. Miller
IHFOflbIAHT'S N....EiT _~_
\OeOrge L. .....,..ner
METHOO OF OlSPOSITJQt!
O - ~ c..mat... D
.~ <c0lh0<_
S OFF ~AV N
MARiTAL STATUS. MarrIed
N~ M8lTied. Ww:aow.d.
-_I
Married
....
Carlisle
cityl1:loro.
Carlisle, PA
\ 200\
PART II:
OUMr 19'1iftcant eorw:tilioM COl'Wributing 10 death, bul:
not ~ in the undeftyttIg ca.-e g;w.n in PAA'T I.
{ ..
c.
d.
~'s."''''S'-Q....
DUE lO (OFt AS A CONSEOUENCE Of):
WEAE AU10PSY FINDINGS MAHNER OF DEATH
~lA8LE ~IORTO ~
COMPLETlON C6 CAUse D
OF llEATH? ....... HomiCide
Not:1 -.. D --'ndIng mv.-tt;.lfOn D
.....0 No[!( ........ D Couldnocbltdfl~inecl D
DATE OF INJURY
(Month, O.y. 'Ihr)
TIME OF INJURY
INJURY R WORK? DESCRIBE HOW INJURY OCCURRED.
"" D NoD
IA.
.MEDICAL EXAMINEAJCOROHER
On the buls of ...mln.tlon .neIIOf' Inve.t1g.lIon.ln my opinion, death occurred.t Ihellme, d.le, .nd place. and due 10 the ClU"(S) .nd
menn.r.. st.ted...."......,.,.,..,.......,.....,."...,...,............,..................... 0....'.,...........
:11..
REGISTRAR'S SIGNATUf:lE AND NUMB
C\.~~
19; [ 1.9. ( 101
,..
2M. :lib.
cun"'IER ICNck orWy one)
oCERTaI'YlNG PHYSICIAN (PhySlCl8n<:ettifying cause 01 dHIh IM1en another physician tlas pronounced dum ana completed Ilem 231
TOIhe~oI"'y ~.dtlllthoceurredd\Mlothecauu(.).ndmenne'...ta1ed.....,.........,..... ...,..,......,....,....."
>t.
PLACE OF INJURY. AI hom.. farm, street. f.ctory, orne.
_.....ISooc'vl
.....
.PAONOUNCING AND CERTIFYlNG PHYSICIAN (F'tlVSClan bolh pronoul"Clng oe8th and ceniPy\r'lg 10 C8Use of del!lltl)
To the bntotmy knowledge...ltIoccurred .1 1he IJme, d.....ndplKe. .nddu.'othecauH(I..ndmanMf..ataIN..,............,.........,
. ...
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LAST WILL AND TESTAMENT
21-01-288
I, Gladys I. Ebener, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound
and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and
Testament, hereby revoking my and all former Wills and Codicils by me made.
1.
I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes
(whether such taxes may be payable by my estate or by any recipient of any property) shall be
paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executrices shall have no duty or obligation to obtain
reimbursement for any such tax so paid, even though on proceeds of insurance or other property
not passing under this Will.
2.
I hereby give to my daughters, SHARON L. SIMONS & BETH M. SANDERS, all property
held by me or any stocks personally held by me and any Savings or Checking Accounts, any assets
in my retirement fund and all my mutual funds.
3.
I hereby appoint my daughters, SHARON L. SIMONS & BETH M. SANDERS, as Co-
Executrices of my Estate.
.
r .
4.
My Executrices shall select ROGER MORGENTHAL or any other attorney of their choice to
settle my estate for a fee based on an hourly rate.
5.
I direct that my Executrices shall not be required to file a bond to secure the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 10th day of June 1999.
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GLADYS I. BENER
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for
her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed
our names as witnesses thereto, in the presence of the said Testator and of each other.
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COMMONWEALTH OF PENNSL VANIA )
:SS.
COUNTY OF CUMBERLAND
Sworn or affirmed to and acknowledged before me by GLADYS I. EBENER, the
Testator, this 10th day of June, 1999.
\1
COMMONWEALTH OF PENNSYLVANIA )
:SS.
COUNTY OF CUMBERLAND
We, GEORGE L. EBENER & VONNIE L. BAER, the witnesses whose names are signed
to the attached or foregoing instrument, being duly qualified according to law, do depose and say
that we were present and saw GLAYDS I. EBENER, The Testator, sign and execute the
instrument as her Last Will; that the Testator signed willingly and that the Testator executed it as
her free and voluntary act for the purpose herein expressed; that each of us, in the hearing and
sight of the Testator; signed the Will as witnesses; and that to the best of our knowledge the
Testator was at that time 18 or more years of age, of sound mind and under no constraint or
undue influence.
Address
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Address
Sworn or affirmed to and subscribed before me this 10th day of June, 1999.
, CC.U.... ...... ~..
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REV-1500 EX + (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 01 0288
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
EBENER, GLADYS I. 174-25-2520
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) TllIS RETURN MUST BE FILED IN DUPLICATE
DENT
03/01/01 OS/24/1924 WITll TllE 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 B (date at death prior to 12-13-82)
APPRO- 4. Umited Estate 4a. Future InterastCompromise 5. Federal Estate Tax Return Required
(date of death af1er 12-12-82)
PRIATE 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 8. Tota! Number of Safe Deposit Boxes
(Attach copy of Will) (AttachacopyofTrust)
BLOCKS 9. Utigation Proceeds Received 10. Spousal Poverty Credlt(date of death between D 11. Ejection to talC under Sec. 9113(A)
12-31-91 and 1-1-95) (Attach SchO)
tiJi$$eot@!lMQ$i'jjej:j!:;lMj:jUiii:ii:tA~ij!:;Qj;ij;i_!,jQ~l!(;Qij~iQiNTI;.u;!tMd~i@IlMAnQtj$llQllU)~Q'R~m!;iifQi
NAME COMPLETE MAILING ADDRESS
COR- ROGER M. MORGENTHAL . ESQUIRE 95 ALEXANDER SPRING ROAD
RE- FIRM NAME (It Applicable) SUITE 3
SPON
DENT FISHMAN & MORGENTHAL CARLISLE, PA 17013
TELEPHONE NUMBER
717-249-6333
OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1) None
2. Stocks and Bonds (Schedule B) (2) 434,767.89
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 81. 079 .43
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested (6) None
RECA-
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7) None
8. Total Gross Assets (total Lines 1-7) (8) 515,847.32
9. Funeral Expenses & Administrative Costs (Schedule H)(9) 27,165.27
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 6,111.60
11. Total Deductions (total Lines 9 & 10) (11) 33,276.87
12. Net Value of Estate (Line 8 minus Une 11) (12) 482,570.45
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None
has not been made (Scheduie J)
14. Net Value Subject to Tax (Une 12 minus Une 13) (14) 482,570.45
SEE INSTRUCTIONS ON PAGE 2 FOR APPUCABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2} 0.00 X .0 0 (15) 0.00
TAX 16. Amount of Line 14 taxable at linea! rate 482,570.45 X .0 45 (16) 21,715.67
- 0.00
COMPU- 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17)
TATION 18. Amount of Line 14 taxable at collateral rate 0.00 x.15 (18) 0.00
19. Tax Due (19) 21,715.67
20. 0 1&i1f$Ck.ij!;:ijeIFYQ!l!iR$ij$QO$\ttj~j(iWlili!pO!':ANQyg#AvM$NTtl
'. ,> BE. SURE TO ANSWER AlloUESTlONs ONI'AGE 2 AND REClliacKMATi+<< ........ .
...........................................................,...".".. ...............................................................................
o PA15001
NTF 29755
Copyright 2000 GreatlandfNelco LP - Forms Software Only
,
Estate of: GLADYS I. EBENER
21-01-0288
SUMMARY OF ALLOCATIONS TO BENEFICIARIES
Taxable at lineal rate
SHARON L. SIMONS
BETH M. SANDERS
241,285.22
241,285.23
482,570.45
,
PA REV-1500 EX (6-00)
D d C I
Page 2
ece ent s omDlete ress:
STREET ADDRESS
105 FAST PARK STREET
CITY I STATE IZIP
CARLISLE PA 17013
Add
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
21,715.67
20,000.00
L 000. 00
Total Credits (A + 8 + C)
(2)
21,000.00
3. interest/Penalty if applicable
D. Interest
E. Penalty
(3) 0.00
(4)
(5) 715.67
(SA) 0.00
(58) 715.67
Total Interest/Penalty (D + E)
4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Une 20 to request a refund
5. If Une 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Une 5 + 5A. This is the BALANCE DUE.
M,ake, Check, Payable to: ,Ri::(iISTER ,O,F,ViILLS', j\G,EI'rf"
~[~~~~~~~!~~YA~~6[[6!~~a~D~~flg~~:~~~[k2i:~~~~:;~!;I~i~~ri~~~8~~iii~~t86kgn
Yes No
~ I
B ~
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 life of either payments, benefits or care? """",.,.""..,.........,.
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . , , , , , , , , , , . , . , , . , . . . . . . . . . . . . , , , , , , . . , , , , . . . . . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? , , ,
4, Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? , , . , . , , . , . , , . . , , . , . . , . . . , , , , , , , , , , , , . , , . . , , . . . . . . , . . , , .. 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 of
which oreoarer has any knowledce,
SIGNATURE OF P R RESPO 8L R FILING RETU DATE
P3l
DATE
ADDRESS
95 ALEXANDER SPRING ROAD, CARLISLE, PA 17013
on on
[72P,S. i 9116(a)(1,1)(i)].
For dates ot death on or atter January 1, 1995, the tax rate is imposed on the net value ot transfers to or for the use of the surviving spouse is 0% [72 P.S. B 9116 (a)(1.1)(ii)),
The statute nnp." nnt A\tp.mnt a transfer to a surviving spouse trom tax, and the statutory requirements for disclosure of assets and tiling a tax return are still applicable even if
the surviving spouse is the only beneficiary,
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 p,S.Be1 16(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, B 9116(1.2) [72 P.S.1i 9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. Ii 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual
who has at least one parent in common with the decedent, whether by blood or adoption.
o PA15002
NTF 29756
Copyright2000 Greatland/Nelco LP- Forms Software Only
Estate of: GLADYS I. EBENER
21-01-0288
The following person(s) are signing the return as representative(s) of the estate:
SHARON L. SJ]ljONS
1205 GEORGETOWN CIRCLE
CARLISLE, PA 17013
BETH M. SANDERS
1212 GEORGETOWN CIRCLE
CARLISLE, PA 17013
LAST WILL AND TESTAMENT
I, Gladys 1. Ebener. of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound
and disposing mind and memory, do hereby make, publish and declare this to be my Last WilI and
Testament. hereby revoking my and all former WilIs and Codicils by me made.
1.
I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes
(whether such taxes may be payable by my estate or by any recipient of any property) shall be
paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executrices shall have no duty or obligation to obtain
reimbursement for any such tax so paid, even though on proceeds of insurance or other property
not passing under this WilI.
2.
I hereby give to my daughters, SHARON L. SIMONS & BETH M. SANDERS, all property
held by me or any stocks personally held by me and any Savings or Checking Accounts, any assets
in my retirement fund and all my mutual funds.
3.
I hereby appoint mv daughters, SHARON L. SIMONS & BETH M. SANDERS, as Co-
Executrices of my Estate.
,
4.
My Executrices shall select ROGER MORGENTHAL or any other attorney of their choice to
settle my estate for a fee based on an hourly rate.
5.
I direct that my Executrices shall not be required to file a bond to secure the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 10th day of June 1999.
J
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GLADYS 1. -EBENER
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for
her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed
our names as witnesses thereto, in the presence of the said Testator and of each other.
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COMMONWEALTH OF PENNSL V ANIA )
:SS.
COUNTYOFC~rnERLAND
Sworn or affirmed to and acknowledged before me by GLADYS T. EBENER, the
Testator, this 10th day ofJune, 1999.
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Notary PubliC
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COMMONWEALTH OF PENNSYLVANIA )
:SS.
COUNTY OF CUMBERLAND
We, GEORGE L. EBENER & VONNIE L. BAER, the witnesses whose names are signed
to the attached or foregoing instrument, being duly qualified according to law, do depose and say
that we were present and saw GLA YDS 1. EBENER, The Testator, sign and execute the
instrument as her Last Will; that the Testator signed willingly and that the Testator executed it as
her free and voluntary act for the purpose herein expressed; that each of us, in the hearing and
sight of the Testator; signed the Will as witnesses; and that to the best of our knowledge the
Testator was at that time 18 or more years of age, of sound mind and under no constraint or
undue influence.
Address
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Sworn or affirmed to and subscribed before me this 10th day ofJune,.l999.
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. REV-1S03 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GLADYS I. EBENER
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-01-0288
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 6.000 SHARES.COMMON STOCK OF CARLISLE COS INC. (CSL). $34.79 PER
SHARE
208.740.00
2 18.323 UNITS. FREEOOM CASH MANAGEMENT FUND, $1.00 PER UNIT
3 1,348 SHARES, COMMON STOCK, NATIONAL CITY CORPORATION (NCC) ,
$27.37 PER SHARE
18,323.00
36,894.76
4 1,100 SHARES COMMON STOCK, RITE AID CORP. (RAD), 6.09 PER SHARE
6,699.00
5 400 SHARES. COMMON STOCK, WD 40 CO (WDFC) , 20.688 PER SHARE
8,275.20
6 2000 SHARES. COMMON STOCK. WAL MART STORES, INC. (WMr), 48.92
PER SHARE
7 500 SHARES. COMMON STOCK OF PHILLIPS PETROLEUM. $53.47 PER
SHARPE
8 570 SHARES , COMMON STOCK OF MELLON BANK. $46.13 PER SHARE
9 500 SHARES. WAYFOINT BANK COMMON STOCK, $9.93366 PER SHARE
97,840.00
26,735.00
26,294.10
4,966.83
TOTAL (Also enter on line 2, Recapitulation! $
(If more space is needed, insert additional sheets of the same size)
434,767.89
7 CPA31 NTF 10905
Copyright Forms Software Only, 1997 Nelco, Inc.
-
LEGG
MASON
P~~~~D
Account Statement
Legg Mason Wood Walker, Incorporated
Membw~w Yoril' Stock Exr:h8nge, Inc./Member SIPC
Page: 1
Account:
F.A.:
363-09134
TLS
February 28, 2001
Last Statement
December 31. 2000
83.2S4
GLADYS I EBENER
105 E PARK ST
CARLISLE PA 17013-2230
TERRY L. STOUFFER
LEGG HASON WOOD WALKER INC
214 SENATE AVENUE
PO BOX 8853
CAMP HILL PA 17001-8853
17171 730-3606 18001 433-8186
r
1",11111,111,.",.11,.11".1,1"1.1,.11.11...11..,,1,1..11,,I
Cash Balance
Equities
29.33
4,937.50
Other Income
Dividends
TutaUa~uine .
This Month
Year to Date
42.50
42.50
42.50
42.50
This Statement
Last Statement
q'96:.8~
,.DU . III
Taxable Income
42.50
42.50
You may have purchased mutual funds, annuities, limited
partnerships or other investments which are not reported as
positions on this statement. If so, you will receive periodic
statements directly from the fund, insurance company or
p=trtnership.
Additional Information
TEFRA Withholding
13.17-
13.17-
Opening Balance
Gosing Balance
Cash
0.00
29.33
Date Transaction Quantity Description Price Amount
02/15 DIVIDEND WAYPOINT FINANCIAL CORP $42.50
CASH DIV ON 500 SHS
REC 02/01/01 PAY 02/15/01
TEFRA TAX WITHHELD WITHHOLDING 13 17-
Securities prices used in your portfolio summary are obtained from outside services and their accuracy cannot be guaranteed. These values are
provided as a general guide but in some cases may not reflect the actual market price. II an exact price is needed, contact your Financial Advisor.
Equities
Quantity
Description
Price
Market Value
.W Estimated __
Annual Current
Income Yield
500
WAVPOINT FINANCIAL CORP
9.875
$4.937.50
$42 SO
D.8X
Markel Value of Equities
100.0% of Portfolio
$4,937.50
$42.50
0.8X
Statement Continued on Reverse Side
See Endosed Brokerage Account Statement Disclosure For Important Informalion
LMC001
83,264 274 163.714ZBA 1103/01,1)1;16.59
REV-1506 EX+ 19-0*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
9CI ... I:' 02
PARTNERSHIP
INFORMATION REPORT
ESTATE OF
FILE NUMBER
,. NameolPartnership ~<:,.:./-,., Ehe.- Date Business Commenced ,t-a.1--I3'_
Address --LM w e ~ +_ l-h fjL_-..Sf___ Business Reporting Year
City __~W I.. e.. State_pO~ ZIP Code ) 70/3
2. Federal Employerl.D. Number 2.3- c.3 671~-1
3. Type 01 Business _ _:::t A-p IoL LA1VKJ ~L'; __ ProducVService U,. 4€-
4. Decedent was a ~neral 0 Limited partner. If decedent was a limited partner, provide initial investment $
5.
PARTNER NAME
PERCENT
OF INCOME
PERCENT
OF OWNERSHIP
BALANCE OF
CAPITAL ACCOUNT
A.
B.
c.
D.
6. Value of the decedent's interest $
7. Was the Partnership indebted to the decedent?
If yes, provide amount of indebtedness $
8. Was there life insurance payable to the partnership upon the death of the decedent? 0 Yes
If yes, Cash Surrender Value $ Net proceeds payable $
Owner of the policy
DYes
~
~
9. Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years jf the date of death was
prior to 12-}t'82?
DYes [!( No If yes, 0 Transfer 0 Sale Percentage transferred/sold
Transferee or Purchaser Consideration $_________ Date
Attach a separate sheet for additional transfers and/or sales.
10. Was there a written partnership agreement in effect at the time of the decedent's death? . .
If yes, provide a copy of the agreement.
". Was the decedent's partnership interest sold? ....................................... 0 Yes ~o
If yes, provide a copy of the agreement of sale, etc.
12. Was the partnership dissolved or liquidated after theaecedent's death? ................... 0 Yes ~o
If yes, prOVide a breakdown of distributions received by the estate, Including dates and amounts received.
13. Was the decedent related t9' any of the partners? . .. .... . . .. ~es 0 No
II yes, explain :s h A '" g. (e> 1':::
DYes rlNo
14. Did the partnership have an interest in other corporations or partnerships? . . 0 Yes No
If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest.
THE FOLLOWING INFORMATION MUST BE SUBMITTED WITH THIS SCHEDULE
A. Detailed calculations used in the valuation of the decedent's partnership interest.
B. Complete copies of financial statements or Federal Partnership Income Tax returns (Form 1065) for the year of death and 4 preceding years.
C. If the partnership owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have
been secured, attach copies.
D. Any other information relating to the valuation of the decedent's partnership interest.
. '
APPRAISAL REPORT
of
STO-EBE LAND
LOCATED
at
w. LISBURN ROAD
MECHANICSBURG
PENNSYLVANIA
17055
PREPARED
FOR
GEORGE L. EBENER
105 E. PARK STREET
CARLISLE
PENNSYLVANIA
17013
PROPERTY VALUE
as of
MARCH 1, 2001
BY
CHARLES L. WENGER, GRI
430 E. KING STREET
SHIPPENSBURG
PEDSYLVANIA
17257
. .. .
May 16, 2001
Mr. George L. Ebener
105 E. Park Street
Carlillle, Pa 17013
RE: Appraisal Report of
Land on W. Lisbnrn Road
Mechanicaburg, Pa 17055
Dear George:
In accordance with your request, I personally viewed the above captioned
tract of land to estimate it. Market Value.. of March 01, 2001.
Market Value is defiDed .. "The m_t probable price which a property
should bring in a competitive and open market under all conditions
requisite to a fair lIale, the Buyer and Seller each ac:ting prudently and
knowledgeably and IlU1IIDiug the price is not aft'ected by undue .timulus...
The value shown h-. been arrived at after careful study of the location,
type of aoil and present use, AS FARM LAND. Therefore, I Believe it to
reflect a true me-.ure of the Market Value.. of March 01,2001.
VALUE REPORTED:
01lE BUB'DRED TBOUSAlfD DOLLARS
$100,000.00
I hereby certify that I have DO fiDancial interest, present or contemplated,
in this property and that neither the employment to make the appraisal
nor the compensation therefrom is contingent upon the value reported.
This property _ appraised .. a whole, subject to the Contingent and
Limiting Conditions outlined herein.
Submitted by,
a~~%~7Aj
Charles L. Wenger, GRI
AHociate Broker
PA> Certification * BA-001849-L
.. . . ,
Location:
Plupose
of
Appraisal:
Market
Value:
Function
of
Appraisal:
Property
Rights
Appraised:
Area:
UtUities:
Zoning:
The property is located in the TOWDIIhip of Monroe,
Cumberland County, state of Pennsylvania. It is on the
southaide of S.R. 2004 (W. Lisburn Road).
The purpose of the appraisal is to estimate Market Value of
the property as of March 1, 2001.
Market Value is defined as "At a given time, the highest price
estimated in terms of money which a Buyer would be
warranted in paying and a Sener justified in accepting,
provided both parties were fully informed, acted intelligently
and voluntarily and further that all rights and benefits
inherent in or attributed to the property were included in the
transfer. "
The function of the appraisal is its utilization as a guide to
estabU...i..g value under current market conditions.
The property rights appraised are assumed to be fee simple in
ownership.
The area is rural in character with moat of the land used for
Agricultural purposes.
Telephone and Electricity.
The zoning on this tract under the Monroe Township Zoning
Ordinance is AGRICULTURE.
Flood Zone: There are no streams in the area which creates any ftooding,
however, an area of the tract is low and surface water can be
problem.
Title:
Sto-Ebe Farm c/o George L. Ebener.
1
.. .. ,
Recording
Inform-
ation:
Lot Size:
Tax I.D. # 22-10-0640-0017 -- Deed Book P. O. "Q" Volume 22
page 735 -- Taz Asaeument $87,460.
ALL PROPERTIES III CUMBERLAND COUllTY WERE
REASSESSED III THE YEAR 2000 FOR TAX PURPOSES.
THE FAIR MARKET VALUE OF THIS PROPERTY WAS
DETERlIIDI'ED TO BE $87,460. BY A CE5TURY 21
APPRAISIlIG FIRM for THE CUMBERLAND COUB'TY TAXIlIG
BUREAU.
Taz .Aaseument records 25.460 acrea.
SoU Type: DuB Duffield aUt loam, 3-8% slope
BcD Hagerstown rocky aUt loam, 3-8% slope
BcC Bagerstown rocky aUt loam, 8-15% slope
HoA Huntington aUt loam, 0-5% slope.
Market
Value
Approach:
Sale 50. 1
Location:
Sale Date:
Type:
Size:
Sale Price:
Sale 50.2
Location:
Sale Date:
Type:
Size:
Sale Price:
There are approximately 20 crop acres for which the owner
is receiving $40. PIA or a gross amount of $800.00. The
remaiDder of the land is variona rock outcrop complexes.
A survey of properties that have sold was used in arriving at
this conclusion. Since 00 two properties are ever identical, it
was neceaaary to make adJustmeots 00 each comparable sale
as related to the subject property. These adJustments were
made on time of sale, size, location and utilities as well as
any other factors that may affect value.
Lot 50. 7 00 Shed Road, Lower MifDin Township, Cumberland
county.
January 17,2001 -- 185 days on market -- Cash
Sloping Shale SoU -- Sewer permit for Sand mound system.
16.6 Acres opeo land
$64,900.00
Easy Road, 50rth Middletoo Township, Cumberland County.
February 9, 2001.
Rolling Shale SoU with road frontage.
21.3 Acres opeo land
$32,000.00
2
~ ".
ID attempting to arrive at a Market Value, I have checked county tax
records and Multiple Listing Auociation information _d these are the
beat salea available. Sale Ro. 1 is lUIUIIIer and conaidered as a building
lot/s _d was perked for a aand mound ayatem. Sale no. 2 is IlimUar to the
subject property both in size _d that both are UIICld for farming purposes.
Quality of aoD on the subject property is better ~ on sale Ro. 2.
It is your appraiser's conclusion that the Fair market Value of the subject
property, which is being FJl.RV1f.D _d is ZORED for AGRICULTURE
purposes is best eatimated to be:
$3.925. P/Acre X 25.46 Acres = $99,930.00
I'OUDded $100,000.00
3
,. ,--. .
REV-150S EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GLADYS I. EBENER
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-01-0288
Include proceeds of litigation & date proceeds were received by the estate. All prop. Jolntlv-owned with rlr:lht of survlvorshll'l must be disclosed on Sch. F.
ITEM
NO.
DESCRIPTION
VALUE AT
DATE OF DEATH
1 OffiCKING ACCOUNT #410756, M&T BANK, CARLISLE, PA
12,410.84
1.612.74
2 GE CAPITAL ASSURANCE, REFUND ON INSURANCE POLICY
3 CAPITAL BLUE CROSS, CHECKS FOR MEDICAL REIMBURSEMENT
650.05
4 MELLON FINANCIAL CORPORATION, UNCASHED DIVIDEND CHECK
250.80
5 PHILLIPS PETROLEUM COMPANY, UNCASHED DIVIDEND CHECK
170.00
6 PA TAX REFUND, TAX YEAR 2000, UNCASHED DURING DECEDENT'S LIFE
2,773.00
40,000.00
7 40 PERCENT INTEREST IN STO-EBE FARMS, A PARTNERSHIP ENGAGED IN
REAL ESTATE DEVELOPMENT, ONLY ASSET THEREOF BEING A TRACT OF
REAL ESTATE IN MONROE TOWNSHIP, CUMBERLAND COUNTY, PA, APPRAISED
BY CHARLES L. WENGER AT $100,000 TOTAL.
8 40 PERCENT SHARE OF CHECKING ACCOUNT OF STO-EBE FARMS, A
PARTNERSHIP, HAVING A TOTAL BALANCE OF $6887.97
9 PRUDENTIAL LIFE INSURANCE POLICY NO. 25 959 919 ON LIFE OF
DECEDENT'S SPOUSE, GEORGE L. EBENER, HAVING A CASH SURRENDER
VALUE OF $20,456.81
2,755.19
20,456.81
TOTAL (Also enter on line 5, Recaoitulation) $
(If more space is needed, insert additional sheets of the same size)
81,079.43
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 Nelco, Inc.
~M&fBank
March 27, 2001
RE:
Estate Search
The Estate of:
Date of Death (0.0.0.)
GLADYS I EBENER
3/1/2001
To Whom It May Concern:
Identified below is the account information requested.
I. M&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
Account Title
apening Branch
0.0..0. Accrued Interest
Balances
(Includes Accr.
Int.)
$12,410.84 $.00
CHK
410756
aPENED 9/67
GLADYSIEBENER
4319
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount awed
Account Description
NO. Safe Deposit Box titled in the Decedent's name existed at our office.
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside ofthe Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CaRPaRA TIaN
BY,
, <"b
,,/1 A A~-e.A._~ ~
Autn Ized Signature ~
DATE:
:s- ;)7-0J
.
Manufacturers and Traders Trust Company. 1100 Wehrle Dnve, Po. Box 767. Buffalo, NY 14240-0767
-
. . -. ~ Prudential
The Prudentiallnsoranee Company of Ameriea
Customer Service Office
PO 80x 7390
Philadelphia, PA 19101.7390
(800)778-2255
VV'vVIN.prudential.com
May 28,2001
ESTATE OF GLADYS EBENER
105 E PARK ST
CARLISLE P A 17013
Insured: GEORGE L EBENER
Policyowner: ESTATE OF GLADYS
EBENER
Policy Nwnber: 25 959 919
Dear Policyowner:
Thank you for the opportunity to be of service to you. I am writing in response to a request for
information concerning the above mentioned policy. You should find the following information
helpful.
I have outlined the information below. The approximate values* have been calculated as of
May 25, 2001.
Gross Cash Surrender Value $ 9,663.14
Dividends $10,793.67
Less Outstanding Loan Principal $0.00
Less Outstanding Loan Interest $0.00
Total Cash Surrender Value Payable $ 20,456.81
Available Loan Value $ 19,493.82
---
If you have any questions, please call our Customer Service Office at (800) 778-2255, Monday
through Friday, 8:00 a.m. to midnight, Eastern time. You can also reach us on Saturdays, between
8:00 a.m. and 3:00 p.m., Eastern time. One of our customer service representatives will be happy to
help you.
Sincerely,
.-
r L:r A?f:'il(L-\l..
J Garofalo
Customer Service Representative
Camorate Office: 751 Broad Street Newark. NJ 07102.3777
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GLADYS I. EBENER
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-01-0288
Debts of decedent must be reDorted on Schedule I.
ITEM
NO.
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
1 HOFFMAN-ROTH FUNERAL HOME, INC., CARLISLE, PA
8,480.00
2 MARLIN MENTZER, GRAVE MARKER INSCRIPTION
375.00
3 WAYNE NOSS FLOWERS, FUNERAL ARRANGEMENTS
330.72
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representatve(s) S. L. SIMONS B. M. SANDERS
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address GEORGETOWN CIRCLE .~o ~ - J , - I
City CARLISLE Slale PA Zip 17013
10,000.00
Year(s) Commission Paid: 2001
2.
3.
Attorney Fees Name: FISHMAN & MJRGENTHAL
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
5,500.00
0.00
4.
Probate Fees
0.00
5.
Accountant's Fees
0.00
6.
Tax Return Preparer's Fees
0.00
See Schedule attached
Total frcm continuation page (8)
2,479.55
TOTAL (Also enter on line 9. Reeaoilulaton) $
(If more space is needed, insert additional sheats of the same size)
27,165.27
7 CPA11 NTF10911
Copyright Forms Software Only, 1997 Nelco, Inc.
Estate of: GLADYS I. EBENER
SCHEDULE H, PART B -- Administrative Costs
Item
No. Description
7 REGIS'IER OF WILLS, PROBATE COSTS
8 REGIS'IER OF WILLS, SHORT CERTIFICATES
9 CUMBERLAND T..l>M JOURNAL, ADVERTISING LEITERS
10 THE SENTINEL, ADVERTISING LEITERS
11 REGIS'IER OF WILLS, FILING INHERITANCE TAX REI'lJRN
12 REGIS'IER OF WILLS, RESERVE FOR ADDITIONAL PROBATE FEE
13 REGIS'IER OF WILLS, RESERVE FOR FILING ACCOUNTING
14 EXECUTORS, RESERVE FOR MISCELLANEOUS CLOSING EXPENSES
15 PA DEPAR1MENT OF STATE, CORPORATION BUREAU, FILING Al"lENI:MENT TO
FICTITIOUS NAME TO DELETE DECEDENT FRCM STO-EBE FARMS
REGISTRATION
16 CHARLES WENGER, APPRAISAL OF REAL ESTATE TO VALUE DECEDENT'S
IN'IEREST IN STO-EBE FARMS PARTNERSHIP.
17 GEORGE L. EBENER, DECEDENT'S HUSBAND, FOR EXPENSES AND
ALMININSTRATION COSTS ADVANCED BY HIM
TOTAL. (Carry forward to main schedule)
Page 2
21-01-0288
Amount
226.00
9.00
75.00
103.55
15.00
100.00
285.00
100.00
52.00
250.00
1,264.00
2,479.55
... . II> ,
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GLADYS I. EBENER
Include unreimbursed medical exoenses.
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21-01-0288
DESCRIPTION AMOUNT
1 DR. DREW STOKEN, MEDICAL BILL
100.00
2 BMC PHARMACY, STATEMENT
947.19
3 RWC CORP., EMERGENCY ROCM STATEMENT AT CARLISLE HOSPITAL
54.51
4 FULFILLMENT OF PLEDGE BY DECEDENT TO FIRST UNITED MEIHODIST
CHURCH, CARLISLE, PA
5,000.00
5 DARLENE L. MOYER, TAX COLLECTOR, COUNTY PERSONAL TAXES
9.90
7 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recaottulation) $
(If more space is needed, insert additional sheets of the same size)
6,111.60
Copyright Forms Software Only, 1997 Nelco, Inc.
/'b--c2 /-?- ?
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-I607 EX AFP [DI-DZI
'02. ~PR -,
ROGER M MORGENTHAL ESQ
FISHMAN & MORGENTHAL,
~:R~~~~~NDER SPRI~: f~~'ii~"
f\JO :02
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-18-2002
EBENER
03-01-2001
21 01-0288
CUMBERLAND
101
GLADYS
I
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, submit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i6'ifj-ix-iFP-('OY:02y------...-iNHiRiTANCE-TA)f-STAfEMENT-OF'-Accoutif--...---------------------
ESTATE OF EBENER GLADYS I FILE NO. 21 01-0288 ACN 101 DATE 03-18-2002
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,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-29-2002
PR I NCI PAL TAX DUE: ...........................-.............................................................................................................................................................................................
21,715.67
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-01-2001 AA496665 1,052.63 20,000.00
02-11-2002 CDOO0844 9.48- 672.74
TOTAL TAX CREDIT 21,715.89
BALANCE OF TAX DUE . 22CR
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .22CR
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"" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: GLADYS I. EBENER
Date of Death: MARCH 1.2001
Estate No.: 2001-00288
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on MARCH 15. 2001
Name
Address
Sharon L. Simons
1205 Georqetown Circle. Carlisle. PA 17013
Beth M. Sanders
1212 Georqetown Circle. Carlisle. PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
NONE
Date: Auaust 2, 2001
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FISHMAN & MORGENTHAL
Name Roaer M. Moraenthal . Esauire ,#17143
Address 95 Alexander Sorina Road. Suite 3
Carlisle, PA 17013
Telephone (717) 249-6333
Capacity:
_ Personal Representative
..L Counsel for Personal Representative
+
. Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
. Print your name and address on the reverse
so that we can return the card to you.
. Attach this card to the back of the mailpiece,
or on the front if space permits.
1. Article Addressed to:
12octe(" m . 'Yho<~e ~~W
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SENDEh". 'COMPLETE THIS SECTION
D. Is delivery address different from item 1?
If YES, enter delivery address below:
3. Service Type
~rtified Mail
D Registered
D Insured Mail
D Express Mail
D Return Receipt for Merchandise
DC.O.D.
4. Restricted Delivery? (Extra Fee)
DYes
2. Article Number (Copy from service label)
., 000 DlD CO be;> 5' , ~~ 4-
PS Form 3811, July 1999 Domestic Return Receipt
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102595-99-M-1789
U.s. Postal Service i
CERTIFIt=D MAIL RECEIPT
(DomestIc Mall Only; No Insurance Coverage Provided)
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Postage $
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Restricted Delivery Fee
(Endorsement Required)
Total Postage & Fees $
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JRD/June 30, 1992/17858
In Re: Estate of Gladys I. Ebener
Late of Carlisle Borough
JUL 0 3 200~
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-01-288
NO.
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Sharon L. Simons
Counsel for Personal Representative: Roger M. Morgenthal Esq
Date of Grant of Original Letters: March 15,2001
Date of Delinquency Notice: June 25, 2001
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk ofthe Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on June 18, 2001, and that the ten (10)
day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Date: July 3, 2001
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled forA~,~,dbtjI/:MJ at 9 -'..:3 0 In Courtroom No.3. Ifthe
Certification of Notice is filedPri~e hearing date, the hearing will automatically be
cancelled.
OK ~ 8-6-01
\, /~-c:Y?~c?
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-29-2002
EBENER
03-01-2001
21 01-0288
CUMBERLAND
101
ReCOfCf'
Reo;qtf
ROGER M MORGENTHAL ESQ '02 FEB-1
FISHMAN & MORGENTHAL
95 ALEXANDER SPRING R ClerK
CARLISLE PA 17lUlmbei
P1 :42
, l
, PA
*'
REV-1547 EX AFP 112-00)
GLADYS
I
Allount Rellitted
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
434.767.89
.00
.00
81. 079.43
.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=is4,-'E3CAFP-fi'2-=ooY-Ncffic'E--oF-YNH'EifiTANCE-TAX-A-PPRAis'EiiENT~--AL1-oWAifcE-oR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EBENER GLADYS I FILE NO. 21 01-0288 ACN 101 DATE 01-29-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GovernllBntal Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
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:
PAY"ENT
DATE
06-01-2001
NOTE:
27,165.27
6.111.60
(11)
(12)
(13)
(14)
(9)
(10)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
515,847.32
33.276 87
482,570.45
.00
482,570.45
(15) .00 X 00 = .00
(16) 482,570.45 X 045 = 21,715.67
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 21,715.67
AHOUNT PAID
20,000.00
RECEIPT
NUHBER
AA496665
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,052.63
INTEREST IS CHARGED THROUGH 02-13-2002
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
21,052.63
663.04
9.70
672.74
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
GEORGE L EBENEF
105 EAST PARK STREET
CARLISLE, PA 17013
-------- fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 000844
DUPLICA TE
ESTATE INFORMATION: SSN: 174-20-2520
FILE NUMBER: 2101-0288
DECEDENT NAME: EBENER GLADYS I
DATE OF PAYMENT: 02/11/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/01/2001
REMARKS: GEORGE L EBENER
CHECK# 2168
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
AMOUNT
$672.74
$672.74
C/
STATUS REPORT UNDER RULE 6.12
Name of Decedent: GLADYS I. EBENER
Date of Death: 3/1/01
No. 2001-0288
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: xx Yes _No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: N/A
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 xx 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? xx Yes _ No
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of Orphan's Court and
may be attached to this report.
Date:
3/4/02
ljjy~ IYJ. 7Y)n~-€I./J
Signa re
SALZMANN, DePAULlS, FISHMAN & MORGENTHAL, P.C.
trI
i.f~'
Name (please type or print) Roger M. Morgenthal, Esquire, #17143
95 Alexander Sorina Road. Suite 3.
Address
carlislei PA 17013
City, Sta e, Zip
(717A 249-6333
Telep one Number
Capacity: _ Personal Representative
.JL Counsel for Personal Representative
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