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Home My WebLink About01-0707 PETITION FOR PROBATE and GRANT OF LETTERS Estate of SANDRA J. TUBO also known as , Deceased. No. To: ~l- D\- 'D, Register of Wills County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 192 - 30 - 1205 The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older, is the personal representative named in the last will of the above decedent, dated J( I JV,f II 2<. x; I Decedent was domiciled at death in WEST PENNSBORO TOWNSHIP, Cumberland County, Pennsylvania, with her last family or principal residence at 18 Fickes Road, Newville, Cumberland County, Pennsylvania 17241. Decedent, then 63 years of age, died July 23, 2001, at Hershey Medical Center, Hershey, Dauphin County, Pennsylvania. 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. Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: TOTAL $ $ $ $ 15,000.00 $ '15,000.00 WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and the grant of letters testamentary thereon. ~~~ LE ARD TUBO 18 Fickes Road Newville, P A 17241 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner above-named swears that the statements in the foregoing petition are true and correct to the best of the knowledge of petitioner and that as personal representative of the above decedent petitioner will well and truly administer th!tate according ~ law. Sworn to and subscribed \Q ~d \ ~ before me this 31 s tday of L ARD TUBO July, 20~ AR CLEWIS ~lc - ;}~\- \ Estate of SANDRA J. TUBO, Deceased DECREE OF PROBATE AND GRANT OF LETTERS. AND NOW, August -2-, 2001, in consideration of the petition attached hereto, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated J4N<'- /1, Zoo I , described therein, be admitted to probate and filed of record as the last will of SANDRA J. TUBO Letters Testamentary are hereby granted to LEONARD TUBO. Probate, Letters, Etc. Short Certificates ( 3 ) Renunciation -X-Pages JCP 50.00 9.00 HAROLD S. IRWIN I 35 East High Street Carlisle, PA 17013 FEES TOTAL Filed: AUGUST 1, 2001 $ $ $ $ $ t>.UU S.OO 7n nn 717 -243-6090 i ... I . Called attorney on 8-1-01 lU'.IlU) K.L v 'J/86 J :1]S is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. 2i-~.~~~ Local Registrar Fee for this certificate, $2.00 p 7578108 JUl 2 4 2001 Date ><'05 lOJA.,. 2.'87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH INl ,~~ . STAll FIlE "UMBER SEX SOCIA\. SECURITY NUlol8ER 2. Female 3.192 - 30 ,NT ~I( . s. . COUNTY OF DE.Cl'H 63 YI'I Dauphin .. White MS DECEDf.NT EVER IN U.S. AAIolED FORCES? .....0 NoGa ,.. FRHEII'S NAME (F... M~Tt:er G. " _OAMANl'S NAME (TypcrPfinll _. Leonard Tube METHOO OF OISPOSlTION -GO Cr_O o.r- 1710. DId - ... in I Cumber land """""'1 17...0 :;"'-':::='=01 "'OlHER'sSa.~a.'mz~nVanasda1an I'. INFORMANT'S MAIUNO ADDRESS (SIr.... CilyflOwn. Slate. I'Ip C<:do, 18 Fickes Rd., Newville, PA 17241 LOCArlON.~. Stet.. r",eoo. IAARllAL STATUS. ~ NI.., MI""'._. Oivorced lSPec"vl 1.. Married 11. Leonard Tube lfe.Gt......__1n w. Pennsboro SUAVlVING SPOUSE ,w ""'.. '1NI"- name, . ilL Dl:CE Ill. SIal. I'IIp cilylboro. Henry, Sr. 2001 PA LICENSE NUMBER 010343-L NAME AND AOOAESS OF FACILITY ~. 219 N. Hanover LICENSE NUMBER 2.. .q M. 21. 27. I'AItT I: enter !tie _..... ;np,riel 01' compt;c........ whittI ceusedlhe ....,h 00 not ."Ie< lhe mode .f cIyinQ. . L_ 0tiIt#f 0Nt cause on .au. Jirw. 23b. 23c. MS CASE REFERREO TO MEOICAL EXAMINERlCORONeR? .....0 ~fr ~~~h~oo~~1 ~o~;..~ H. I Awo.-. i:-"=; I l PART .: OIher~_CIlflIriIlulir'OlCl"'aIlI. buI not rnuftin9 in !he underlyVla..... g;... in FWlT I. I :. ... WERE AUlOPSY FINIlINGS -.uBLE PfllOA 10 COMPLETION OF CAUSf: OF DERH? OOE 10 (OR AS A CONSEOOENCE OF): DUE TO (OA AS A CONSEOOENCE Of): MANNER OF DEATH DATE OF INJURY tlolcnlh. Oey. 'tItarl TIME OF INJURY INJURY AT WORK? DESCRISE HOW INJ\JRY OCCURREO. _.... L\1 o o _.,ide o o o ..... 0 ,..0 Acc_ "-nding _lgetlCln ..... ~ ,..0 _ 0 -- ~. CElnIF_,C/Ieclo...,. ....., .CElnIFYlNG PtlYSICIAH 1""_ cOtl<fvon9 CauMd _....."."."".., pII.,..,.... his grO<lOtl/lCOld de.,h ana c_ hem 23) To__to'''''''''''.....,....elIooeeu__.....ceuse(.'.....me"...'..._.................................................. ... No rJ SUicide Could _be de<."n1necl lOo' It. '~NG AHO CVlTtnlNO PttYSIClAN l~ bclh il'onounc"'9 ae'lIl a.... cMtfyono 10 cau.. d ....'N lb the ..... of My Ilno~. de.1IlI oeC:wrM at the...... de'e, and pftte.. artcl due to the cauM(I>>.ftd m.""., .. .t.ted.. . . . . . . . . . . . . . . . . . . . . . . . . .MEDICAL EXAMINER/CORONER Oft If>e _ 01 ...mln.llo" InclIor iRV..tlg.lion. in my O$>i"ion. ....tfI occllrr.d a1lhe 11m., d..., .nd pll".,.nd d".'O Ih. co""(.llnd "'."...... .. '1atH.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.. REGISTRAR'S SIGNATURE AND NU~ ~.~~~~ I~ \ I~\ 101 a~ dOa\ , '- -\ " LAST WILL AND TESTAMENT I, SANDRA J. TUBO, of Newville, Cumberland County, Pennsylvania, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal representative out of my estate. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefore, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my spouse, Leonard Tubo. 4. If my spouse does not survive me by a period of at least sixty (60) days, then my estate I give, devise and bequeath to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 5. I nominate and appoint my spouse to be the personal representative of my estate, to serve without bond. 6. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. -~ "." IN WITNESS WHEREOF, I have hereunto set my hand and seal this 11th day of June, 2001. A OftulJuCi- 7;/;-D SANDRA J. TUB (SEAL) Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. ~)d~ uIlbL/iu r,l{/ &~CUN ..,. . .... ACKNOWLEDGMENT AND AFFIDA VIT WE, SANDRA J. TUBO, RHONDA S. IRWIN and HEATHER A. BARBOUR, the testatrix and witnesses respectively, whose names are signed to the 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 that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein 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 their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. /,1 [UVLeLu'-o C} --z;;1'O s~ J. TUBOJ , ~ J rJ)/JJVJi) RHONDA S. IRWIN ~/L 4./J{,btfUUU;C HEATHER A. BARBOUR COMMONWEALTH OF PENNSYLVANIA :ss: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by SANDRA J. TUBO the testatrix herein, and subscribed and sworn to before me by RHONDA S. IRWIN and HEATHER A. BARBOUR, witnesses, this 11 TH day f June, 2001. Notarial Seal . Harold S. Irwin Ill, Notary Public Carlisle Bora cumberland County . .' . S t 23 2002 My commission ExpIres ep., . Member, Pennsylvania Association ot Notanes E. -- CERTIFICATE OF NOTICE UNDER RULE 5.6<m Name of Decedent: SANDRA J. TUBO. Date of Death: JULY 23, 2001 Will No. 2001-00707 Admin. No. 21-01-0707 To the Register: I certify that notice of beneficial interest or estate administration 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 July 16, 2001. Name LEONARD TUBO Address 18 FICKES ROAD NEWVILLE PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None HAROLD S. IRWIN, II, ESQ IRE 35 East High Street, . 01 Carlisle, PA 17013 717 -243-6090 Attorney for Estate of Sandra J. Tubo August 3,2001 COMMONWEALTH OF PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND LEONARD TUBa, being duly sworn according to law, deposes and says that he is the executor of the estate of SANDRA J. TUBa, late of West Pennsboro Township, Cumberland County, Pennsylvania, deceased, and that the within inventory made by him, the said executor of the entire estate of said decedent, consisting of all of the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the fi res opposite each item of the inventory represent its fair value as of the date of decedent's d ~ lU10 Sworn to and subscribed before me JJ1 day of August, 2001. Executor -, Notarial al Harold S. Irwin iii, N Publi Carlisle Bora, curnber\~n ty 02 My Commission E~~res sept. 23, 20 . :J ' .' - '. ,.-at1on ot Notanes Member, . t?:-:n='!:. _."~ '. ." Date of Death: JULY 2001 Day Month Year INSTRUCTIONS 1. An inventory must be filed within three months atter appointment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty. 4. See Article IV, Fiduciaries Act of 1949. I nventory of the real and personal estate of SANDRA J. TUBO, deceased 1. LOT AT 18 FICKES ROAD, NEWVILLE, PA 17241 (Note: Mobile home on lot $ 15,000 00 owned by spouse individually) TOTAL $ 15,000 00 J(P -J.- 1./7 ~ / COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 11128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE O~ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN HAROLD S IRWIN III STES 201 202 35 E HIGH ST CARLISLE PA.17013 10-01-2001 TUBO 07-23-2001 21 01-0707 CUMBERLAND 101 7~ Allount Rellitted REV-lS47 EX AFP el2-10) SANDRA J 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 ~ R"E-y=is4,-E"X-AFP-fiT=oo"r-NO'T-icE--OF-'fNHEifiTANCi-Y'{;C-APPRAisEitEN~--AiLOWAiicE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF TUBO SANDRA J FILE NO. 21 01-0707 ACN 101 DATE 10-01-2001 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. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) CHANGED 15.000.00 .00 .00 .00 .00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: REC P NUMBER (-) (9) (10) 10,785.00 .00 4,215.00 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total ~ ALL returns assessed to date. ASSESSMENT OF TAX: IS. AIIount of Line 14 at Spousal rat. (IS) 16. ~ount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. ~ount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due, TAX C ED T · A Y ENT DATE NOTE: To insure proper credit to your account, subllit the upper portion of this form with your tax payment. 15,000.00 (11) (12) (13) (14) 10.781; 00 4,215.00 .00 4,215.00 (19)= .00 .00 .00 .00 .00 .00 .00 .00 .00 . 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.) C!.- STATUS REPORT UNDER RULe 6.12 Name of Decedent: SANDRA J. TUBO Date of Death: JULY 23, 2001 Will No. 21-01-0707 Admin No. 2101 - 0707 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, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this port. Harold S. Irwin, II Attorney for Estat -....,.. October 5, 2001 35 East High Street Carlisle, PA 17013 717 -243-6090 . REV-~5cio EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 /b-.;/.y'7~ / REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST AND MIDDLE INITIAL) TUBa, SANDRA J. OAT TH JULY 23, 2001 (IF APPLICABLE) URVIVING SPOUSE'S NAM / OFFICIAL us. ONLY FILl HUM.11l 21 COUNTY CODE SOCIAL SECURITY NUMBER 192 - 30 -1205 01 YEAR 0707 NUMBER OA FBI H JUNE21,1938 (LAST, FIR T AND MIDDLE INITIAL) SOCIAL E URITY NUMBER l 1. Original Return 4. Limited Estate _ 2, Supplemental Return _ 3. Remainder Return (dates of death prior to 12-13-82) _ 5. Federal Estate Tax Return Req _ 8. Total No. of Safe Deposit Boxes X 6. Decedent Died Testate - (Attach copy of Will) EX. A 9. Litigation Proceeds Received _ 4a. Future Interest Compromise (for dates of death after 12-12-82) _ 7. Decedent Maintained a Living Trust (Attach copy ofTrust) _ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) _ 11. Election to tax (Sec. 9113(A)) (Attach Sch 0) NAME HAROLD S. IRWIN, III TELEPHONE NUMBER 717-243-6090 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held StocklParlnership Interest (Schedule C) 4. Mortgages and Notes Receivable (Schedule D) 5. Cash. Bank Dep & Mise Personal Property (Sched E) 6. Jointly Owned Property (Schedule F) 7. Transfers I Misc. Property(Schedule G) (Schedule L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Scheel H) 10. Debts. Mortgage Liabilities & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests (schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 15. Amount of Line 14 taxable at the spousal rate 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax due COMPLETE MAILING ADDRESS 35 EAST HIGH STREET, SUITES 201/202 CARLISLE, PA 17013 (1) OFFICIAL USE ONLY 15,000.00 (2) 0.00 (3) 0.00 (4) 0.00 (5) 0.00 (6) 0.00 (7) 0.00 (8) 15,000.00 (9) 10,785.00 (10) 0.00 $4,215.00 (11) 10,785.00 (12) 4,215.00 (13) 0.00 (14) 4,215.00 x .000 = (15) 0.00 X .045 = (16) 0.00 X .12 = (17) 0.00 X .15 = (18) 0.00 (19) $ 0.00 - , ", J" .,'~ Decedent's Complete Address: STREET AOORt:~~ 18 FICKES ROAD CITY TSTATE I ZIP NEWVILLE PA 17241025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 18) (1) 2. Credits I payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A+B+C) (2) 3. Interest I Penalty if applicable D. Interest E. Penalty TolallnteresUPenalty (D+E) (3) 4. If Line 2 is grcDt~r than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (5A) (5) B. Enter the total of Line 5+5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BV PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Ves a. retain the use of income of the property transferred; ................................... b. retain the right to designate who shall use the property transferred or Its Income; ........ C. retain a reversionary interestj or ........................................................................... d. receive the promise for life of either payments. benefits or care? ............................... 2. If death occurred on or before December 123,1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................... 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? ...... No -1L -1L -1L -1L N/A -1L -L 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, 1 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 personal representative is based on all information of which preparer has any knowledge. AUGUST DfJ', 2001 AUGUST p~TE, 2001 efore January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the (a)(1.1)(i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P .S. Section 9116 (a)(1.1 )(il)). The statute does not exemot a transfer to a surviving spouse from tax. and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax 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. Section 9116 (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. Section 9116 (1.2)[72 P.S. Section 9116 (a)(1)]. The tax rate imposed on the net value of transfers to orfor the use of the decedent's siblings is 12% [72 P.S. Section 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. REV-1502 EX + (12-85) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER SANDRA J. TUBa 2001 - 0707 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which 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. ITEM DESCRIPTION NUMBER SCHEDULE A REAL ESTATE VALUE AT DATE OF DEATH 1. lOT AT 18 FICKES ROAD, NEWVillE, PA 17241 -Improved with well and septic (NOTE: Mobile home on lot owned by spouse, Leonard Tuba, Individually) $ 15,000.00 TOTAL (Also enteron Line 1, Recapitulation) $ 15,000.00 (If more space is needed, insert additional sheets of same size.) REV-1503 EX + (4-86) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SANDRA J. TUBO (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTION NUMBER SCHEDULE B STOCKS AND BONDS FILE NUMBER 2001 - 0707 VALUE AT DATE OF DEATH NONE TOTAL (Also enter on Line 2, Recapitulation) NONE (If more space is needed, inserl additional sheets of same size.) REV-1504 EX + (3-92) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SANDRA J. TUBO ITEM NUMBER NONE SCHEDULE C CLOSELY HELD STOCK PARTNERSHIP AND PROPRIETORSHIP FILE NUMBER 2001 - 0707 TOTAL (Also enter on Line 3. Recapitulation) (If more space is needed. insert additional sheets of same size.) VALUE AT DATE OF DEATH NONE REV-1507 EX + (6-86) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES AND NOTES RECEIVABLE ESTATE OF SANDRA J. TUBO (All property jolntly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTION NUMBER FILE NUMBER 2001 - 0707 VALUE AT DATE OF DEATH NONE TOTAL (Also enter on Line 4. Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1508 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF SANDRA J. TUBO (All property Jolntly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTION NUMBER FILE NUMBER 2001 - 0707 VALUE AT DATE OF DEATH NONE TOTAL (Also enter on line 5, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1509 EX + (12-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SANDRA J. TUBO SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 2001 - 0707 Joint tenant(s): NAME ADDRESS RELATIONSHIP TO DECEDENT A. B. c. Jolnlly-owned property. ITEM LETTER DATE DESCRIPTION OF PROPERTY TOTAL DECD'S DOLLAR NO. FOR MADE VALUE % INT. VALUE OF JOINT JOINT OF ASSET DECEDENT'S TENANT INTEREST TOTAL (Also enter on Line 6, Recapitulation) NONE (If more space is needed, inserl additional sheets of same size.) REV-1510 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER SANDRA J. TUBe 2001 - 0707 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. SCHEDULE G TRANSFERS ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL DECD.'S DOLLAR NUMBER IncJUc/fI name of the transferee, their relationship to decedent, date of transfer VALUE -J.OFINT. VALUE OF OF ASSET DECEDENT'S INTEREST NONE TOTAL (Also enter on Line 7, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1511 EX + (7-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF SANDRA J. TUBO FILE NUMBER 2001 - 0707 ITEM DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: 1. HOFFMAN - ROTH FUNERAL HOME, INC. $ 5,945.00 2. GRAVE OPENING 815.00 3. 4. B. Administrative Costs: 1. Personal Representative Commissions: Social Security Number of Personal Representative:: Year Commissions Paid: 2. Attorney Fees: HAROLD S. IRWIN, III 425.00 3. Family Exemption: Claimant LEONARD TUBO Relationship SPOUSE 3,500.00 Address of Claimant at decedent's death: Street Address 18 FICKES ROAD City NEWVILLE State PA Zip Code 17241 4. Probate Fees: REGISTER OF WILLS 70.00 C. Miscellaneous Expenses: 1. REGISTER OF WILLS - File Inventory and Appraisement 25.00 2. HAROLD S. IRWIN, III - Notary Fees 5.00 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. TOTAL (Also enter on Line 9, Recapitulation) $ 10,785.00 (If more space is needed, inserl additional sheets of same size.) REV-1512 EX + (1-93) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SANDRA J. TUBO ITEM NUMBER SCHEDULE I DEBTS OF DECEDENT, MORTGAGES, LIABILITIES AND LIENS FILE NUMBER 2001 - 0707 DESCRIPTION AMOUNT NONE TOTAL (Also enter on Line 10, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1513 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SANDRA J. TUBa SCHEDULE .J BENEFICIARIES FILE NUMBER 2001 - 0707 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequests: 1. LEONARD TUBO SPOUSE ENTIRE ESTATE 18 FICKES ROAD NEWVILLE PA 17241 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: NONE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on Line 13, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) . ,~~t~~~.::..;.>::.,.,~,"\':"~i.i:: '.~'~~~J.~~ ,\ .' '.~ .:, .r"oQ~__~~~'il~~l'o:"~~...~........ -' LAST WILL AND TE,STAMENT I, SANDRA J. TUBO, of Newville, Cumberland County, Pennsylvania, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal representative out of my estate. 2. I authorize and empower my personal representative to sell any realty and/or personally owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefore, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my spouse, Leonard Tubo. 4. If my spouse does not survive me by a period of at least sixty (60) days, then my estate I give, devise and bequeath to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 5. I nominate and appoint my spouse to be the personal representative of my estate, to serve without bond. 6. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate, At;J<tlO'flLgQGM..EIIT Jj~D ~,Ff'QJ!V.IT. WE, SANDRA J. TUBO, RHONDA S. IRWIN and HEATHER A. BARBOUR, the testatrix and witnesses respectively, whose names are signed to the 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 that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein 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 their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. 3 [!IY1.tLU-. if c;;J''V ~J.TUB . ~ J&J~) RHONDA S. IRWIN ~pIL ?!liJOAUavA: HEATHER A. BARBOUR COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :55: Subscribed, swom to and acknowledged before me by SANDRA J. TUBO the testatrix herein, and subscribed and sworn to before me by RHONDA S. IRWIN and HEATHER A. BARBOUR, witnesses, this 11TH day f June, 2001. NOlarial Seal . Harold S Irwin III, Notary PUblIC CarliSle e~ro. Cumbertal'ld county My Commission Expires Sept. 23. 2002 ~nS'(Narua AsSOCl8tlOn at NotaneS Mem'Der. r"" . ~tt:~;':e~w.~, , ~',(:. . '!"~~,: . ". ,. ~ . . ~. rJ" ~ ~ " ' .. ~ ;_ ,-,"? ;-. ... ' ..., -,~:"" (.f' ':~~2i#~t.~~i~_ .. ;,- . ,.' ........ .... -.~' .. '.~" -- IN WITNESS WHEREOF. I have hereunto set my hand and seal this 11th day of June, 2001. ~f:/f;::;:l &;~ (SEAL) Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. ~}dcJj~ ~/Lt/& CJ4 &WCUN