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HomeMy WebLinkAbout01-1139 PETITION FOR PROBATE and GRANT OF LETTERS No. ;2j-OI- //37 To: Betty J. Sabol Betty Sabol SRnnl Estate of also known as Bf>tty c: , Social Security No. 1 79- 12- 4 2 4 9 Deceased. Register of Wills for the County of Cumberland in the 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 n r in the last will of the above decedent, dated 0 c t 0 be r 26, 2 000 and codicil(s) dated n / R (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in h e r last family or principal residence at r.Rrljslp, PA 17013 Cumberland County, Pennsylvania, with 510 Snl1tn r.nllp8p c;rrp"'t, Boro11gh of (list street, number and muncipality) 78 . December 14, 2001 Decendentithen years of agel dIed at Car isle Regional Medlcal Center 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: ,~~ Decendent 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: 510 Sou t h Co 11 e g eSt r e e t , $ $ $ $ 50 O~~ Carlisle, pA 013 1,000 Cun.berlahd COuuLy WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented he:rewith and the grant of letters T est am e n tar y (testamentary; administration c. La.; administration d. b. n.c. La.) theron. '" or u " '" ~3 '" .... oo:~ -00 t::''::: clj''=: ~'" ~o.. '" '- ::;0 ;;l " OIl Ui ~~R'~~'b~l~~ 4J;.,m Baltimore St Glen Rock, PA 17327 ft..... A &'i /ik/ . James B. Sabol 7 9 0 B.t t oNw 00 d Dr i v e jrly Merritt Is, FT. 17QS1 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I s~ COUNTY OF CUHDERLAND 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. Sw orn, to ~r affirmed 'iR,d subscribed { ~ ~ ~_~ ;~'l 19 t9.d~aY If -==-- = '==-----= If'1) . . .' a '-v~;"-k~, ~ 0 . a /7-(17- / Regis ~---~" d~ ~ ./ """ James B. Sabol VOl ~. ;:s l:l .... l:: ~ ~ No. 2] -01-1139 Estate of BETTY J. SABOL A/K/A -BRT.T~ SABOL BETTY G. SABOL , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW DECEMBER 18, ~ 2001, 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 0 eta b e r 26, 2000 described therein be admitted to probate and filed of record as the last will of BETTY J. SABOL A/K/ A B e t t Y SABOL .A/K/ A BETTY G. SABOL and Letters T 8 ~ t ::llR Q n t .:1 r Y are hereby granted to J 0 h n R. S a b ala n d J a ill e s B. S a b 0 1 '1r)(7~/J ~.wu.J IOP~ e"t'J ~~/Jl/J/+ I , Register of Wills FEES Probate, Letters, Etc. ......... $ 115.00 Short Certificates(5 ) . . . . . . . . .. $ 15.00 ~.EX:r&A.~AGES.3 $ g.oo JCP $ 5.00 TOTAL _ $ 144.00 Filed . .1!?C.F;t:1~?R )~,. .2.QQ~............. DrJl e F. Shllgh,qrr, Tr 1 q173 ATTORNEY (Sup. Ct. J.D. No.) 35 E. High St. Ste 203 ADDRESSC a r 1 i s 1 e, PAl 7013 (717) 241-4311 PHONE CALLED ATTORNEY DECEMBER 19, 2001 N ~ 5: r-- ..- __I' "J (l; a: c..J Cl ,j) , .0 ..,'~. s= m= ':JU p ..... ,,' N ~ ""1 .../,.. ti,') ..... :,,' EC r-- ..... \., U " J ~,... c::J :.\~: ,ii () .l:J '-' ,..;:,~ (1.1 ..- '- j:: a: p ~ = oJ '..) U 21-01-1139 LAST WILL AND TESTAMENT OF BETTY J. SABOL 21-01-1139 I, Betty J. Sabol, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that my legally enforceable debts and funeral e~penses, together with the expenses of the administra.tion of my estate, including any state, federal or other death taxes payable because of my death, shall be paid from my residua.ry estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I bequeath the following sums of money and items of tangibl.e personal property to the following individuals: A. My Amethyst ring unto my son, John R. Sabol, provided he shall survive me by thirty (30) days; B. The large antique school desk unto my son, James B. Sabol, provided he shall survive me by thirty (30) days; C. My tenth anniversary diamond ring given to me by my husband, Dr. John B. Sabol, now deceased, which I wear on my ring finger, unto my daughter-in-law, Beatrice L. Sabol, provided she shall survive me by thirty (30) days. ~11 l\(.~ ~ D. The sum of $2,500 and my yellow gold diamond ring which I wear on my third finger of my left hand unto my granddaughter, Sandra Sabol, provided she shall survive me by thirty (30) days; E. The sum of $2,500 and the large doctor's desk in the office unto my grandson, James Sabol, provided he shall survive me by thirty (30) days; F. The sum of $500 unto our friend, Judy Earley, in appreciati.on for the many services she has so graciously performed for us, provided she shall survive me by thirty (30) days; and G. The sum of $500 unto our friend, Edward Shearer, provided he shall survive me by thirty (30) days. ITEM III: I devise and bequeath the rest, residue and remainder of my estate of every nature and wherever situate in equal shares unto my son, John R. Sabol, and my son, James B. Sabol, absolutely. ITEM IV: I appoint my sons, John R. Sabol and James B. Sabol, EXE~cutors of this my last will and Testament. Should either of my said sons fail to qualify or cease to act as Executor, my other son shall act as sole Executor of this my last Will and Testament. ITEM V: I direct that my personal representative, as well as their successors, shall not be required to give bond for the ~~.~ faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~. day of October, 2000. ~C\.~ Bet~y ~ Sabol [SEAL] The preceding instrument, consisting of this and two (2) other typE~written pages, each identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Betty J. Sabol, the Testatrix therein named, as and for her last Will, 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. ~n . . COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Betty J. Sabol, Dale F. Shughart, Jr. and Heidi Foreman, the Testatrix and the 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 purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~ Subscribed, sworn to and acknowledged before me by Betty J. Sabol the Testatrix, and subscribed and sworn to before me bi Dale F. Shughart, Jr., and Heidi Foreman, witnesses, this ~~ day of October, 2000. NOTMIA&. SIAL BONNIE L. covu. NOTARY PUBUC IIOfIO OP' CAflLIIU, CUMM"lANO COUNTY MY COMMIUlON ~n OCTOBER 17 2002 1J~L eX e~y1t Notary ublic f~~-------- ---------.~~--- n w ~ SJ l~~ ~ CJ1 ;u fT1 tl:I C ~ trJ ~ Ul Ul t!j -; f-,J ~ r ~ '\ ---: f'1 I :j ~ f-,J ~ 1l G) 0 en >-<: ~ fT1 I Z ;U ~ c.... ,~~ l Ul z Z -; fT1 q Q ! \~r---J ~.\ f Ul ;U -< ~ -< fT1 Q r fT1 ~ ~ Cf.l ....... ' ~ < -; ,,~ . ,:...- ~ .-; r ~ ;l> s z Ul ~ tl:I '0:' . ~ C ~ 0 - ~ >-l t""' ..J fT1 ~~ 0 I\) c.. - 0 ~ ,,,-1. w w ~ ,t--~ J---J-J. ~ Vd ~..Jn(~-''''' cu'?unquln~J \jJ<318 l Z: Uti L L ::J I 0 to. S,'I',',_".,:" "-"---'f)-'~U ~ jl_:4~i; 00 JO :Y',! ;X,';}JO::lafj .r ..' .. ,..."", """. .~ .: ".. .; CERTIFICATION OF NOTICE UNDER RULE 5.~(a) d N "JJ~ ':"'" n 'lO .. -...~ ~l., ':';I i:J",), Name of Decedent: Betty J. Sabol L- ~ Date of Death: December 14, 2001 )'\ Estate No. 21-01-1139 OJ To the Re~jister: "'...,: ,l"..... ''-;' I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on January , 2002. Name 1. John R. Sabol 2. James B. Sabol 3. Beatrice L. Sabol 4. Sandy Sabol 6 . James B. Sabol 6 . Judy Earley 7. Edward Shearer Address 47 M Baltimore Street Glen Rock, PA 17327 510 South College Street Carlisle, PA 17013 510 South College Street Carlisle, PA 17013 790 Buttonwood Drive Merritt Island 95 East Park Lane Cocoa Beach, FL 32931 457 Burgners Road Carlisle, PA 17013 c/o Valk Manufacturing Co. P. O. Box 218 Carlisle, PA 17013 Notice has now been given to all persons enti tIed thereto under Rule 5.6(a) except: Date: January (h, 2002 03 Capacity: Counsel for Personal Representative John R. Sabol and James B. Sabol IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Betty J. Sabol, deceased Estate No. 21-01-1139 TO: John R. Sabol 47 M Baltimore Street Glen Rock, PA 17327 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Betty J. Sabol, died on the 14th day of December, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. () ("'~ !:: rr d The personal representatives of the Decedent ~~e: N '1 :o?l m0 ((:' c: John R. Sabol 47 M Baltimore Street Glen Rock, PA 17327 (717) 249-2928 '- :;l:::> James B. Sabol Z 790 Buttonwood Drive ~ Merritt Island, FL 32953 (717) 249-2928 ~ The will has been filed with the Office of th~'Reg~ter of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. the A copy of the Will or Petition may be obtained by contacting Register of Wills and paying the charges for duplication. ~!Bff~1. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representatives John R. Sabol and James B. Sabol January 1.../ , 2002 Date: Capacity: IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Betty J. Sabol, deceased Estate No. 21-01-1139 TO: James B. Sabol 510 South College Street Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Betty J. Sabol, died on the 14th day of December, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: John R. Sabol 47 M Baltimore Street Glen Rock, PA 17327 (717) 249-2928 James B. Sabol 790 Buttonwood Drive Merritt Island, FL 32953 (717) 249-2928 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the or duplication. Date: JanuaryU, 2002 ~ Dale F. Shugha Attorney Supre e Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representatives John R. Sabol and James B. Sabol Capacity: IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Betty J. Sabol, deceased Estate No. 21-01-1139 TO: Beatrice L. Sabol 510 South College Street Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Betty J. Sabol, died on the 14th day of December, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: John R. Sabol 47 M Baltimore Street Glen Rock, PA 17327 (717) 249-2928 James B. Sabol 790 Buttonwood Drive Merritt Island, FL 32953 (717) 249-2928 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charge r duplication. ~}.IJ Date: January trl, 2002 ..... Dale F. Shughart, Jr. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representatives John R. Sabol and James B. Sabol IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE: REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Betty J. Sabol, deceased Estate No. 21-01-1139 TO: Sandra Sabol 790 Buttonwood Drive Mettitt Island, FL 32953 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Betty J. Sabol, died on the 14th day of December, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: John R. Sabol 47 M Baltimore Street Glen Rock, PA 17327 (717) 249-2928 James B. Sabol 790 Buttonwood Drive Merritt Island, FL 32953 (717) 2492928 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the will or petition may be obtained by contacting the Register of Wills and paying the charges ~<~ Date: January 7/, 2002 _ ~/ Capacity: Dale . Shughart, Jr. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representatives John R. Sabol and James B. Sabol IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Betty J. Sabol, deceased Estate No. 21-01-1139 TO: James B. Sabol East Park Lane Cocoa Beach, FL 32931 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Betty J. Sabol, died on the 14th day of December, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: John R. Sabol 47 M Baltimore Street Glen Rock, PA 17327 (717) 249-2928 James B. Sabol 790 Buttonwood Drive Merritt Island, FL 32953 (717) 249-2928 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the or duplication. Date: January y, 2002 Dale F. S u Attorney Supre e Cou I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representatives John R. Sabol and James B. Sabol Capacity: IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Betty J. Sabol, deceased Estate No. 21-01-1139 TO: Edward Shearer c/o Valk Manufacturing Co. P. O. Box 218 Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Betty J. Sabol, died on the 14th day of December, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: John R. Sabol 47 M Baltimore Street Glen Rock, PA 17327 (717) 249-2928 James B. Sabol 790 Buttonwood Drive Merritt Island, FL 32953 (717) 249-2928 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the will or Petition may be the Register of Wills and paying the char Date: January 2J, 2002 btained by contacting es for duplication. Capacity: Dale Shug rt, J. Attorney Supreme Co rt I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representatives John R. Sabol and James B. Sabol IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Betty J. Sabol, deceased Estate No. 21-01-1139 TO: Judy Earley 457 Burgners Road Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Betty J. Sabol, died on the 14th day of December, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: John R. Sabol 47 M Baltimore Street Glen Rock, PA 17327 (717) 249-2928 James B. Sabol 790 Buttonwood Drive Merritt Island, FL 32953 (717) 249-2928 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the Date: January p, 2002 hug t, J . Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representatives John R. Sabol and James B. Sabol Capacity: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1712B-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHUGHART DALE F JR 35 EAST HIGH STREET SUITE 203 CARLISLE, PA 17013 -------- told ESTATE INFORMATION: SSN: 179-12-4249 FILE NUMBER: 2101-1139 DECEDENT NAME: SABOL BETTY J DATE OF PAYMENT: 03/11/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/14/2001 NO. CD 000942 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $ 7,4 1 0.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: JAMES B SABOL C/O DALE F SHUGHART JR ESQUIRE CHECK#1042 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $7,410.00 MARY C. LEWIS REGISTER OF WILLS REv-l!1l1l1EX.(e-OOl \, ... 15 iii frl a .. '. COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE OEPT.280601 HARRISBURG. PA 17128-0601 REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I 0":'2/"':- Co 1 .. ...... DECEDENTS NAME (LAST. FIRST. AND MIDDLEINITIAL)"- Sabol, Betty J. --OATE'OF DEATH"IMM~DO~,{EA"R)-- -- - --rnATe-OFB1RTR1Mt.f.OO:YE:ARj- 12/14/200 I 06/11/1923 I FILE NUMBER 21 01 01139 . (IF APPLICABLE) SURVIVING SPOUSE;S NAME-(l.As-f, FIRST AND MIDDL.E INITIAL) ~__..QOUNTY CODE_ YEAR socIAL SECURITY-NUMBER -- 179-12-4249 i- -THIS RETURN MUST BE -FILED IN DUPucATE WITH THE NUMBER REGISTER OF WILLS SOCIAL SECURITY NUMBER II 1. Original Return 0 2. Supplemental Return 0 3. Remainder Retwii-(date oldealhpriorici12_13_82) o 4. Limited Estate 0 4a. Future Interest Compromise (date of death 0: 5. Federal Estate Tax Return Required after 12-12-82) II 6. Decedent Died Testate {Attach copy 0 7. Decedent Maintained a Living Trust (Attach 0 8. Total Number of Safe Deposit Boxes of Will) copy of Trust) o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 0: 11.Election to tax under Sec. 9113(A) (Attach 5ch 0) 12.-31~9_1 and1_~ ~_~~;5) 1i!l:!!~~mT,_:!!~~9jI!~~;~~~~~:_~!i:f~fIl!~~l!!ilII1_Il\l!l:fll!~_q:mJllli~1I![~JIi1!illililliJlliIill:'1 NAME COMPLETE MAILING AODRESS Dale F Shughart, Jr. Esquire 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Valua Subject to TlIX (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES /!! "~:1 fda.g ",o~ ufca =: .... 0015 ilia 8~ z ~ ;! ~ ili ~ ~ " .. 8 ~ 'FiRM NAME (If applicable) .----.-------., TELEPHONE NUMBER 717/241-4311 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Properly (Schedule F) o ~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total G...... _ (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductlona (total Lines 9 & 10) 12. Net Value of ES't8t8 (Line 8 minus Line 11) 15.Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16.Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. TaxDua 35 E. High Street, Suite 203 Carlisle, PA 17013 (1) 130,000.00 (2) 27,480.00 --- (3) None (4) None (5) 85,482.28 .--,.-------..0 (6) None ~-~~.~_.- -- (7) None (lFFlC,AL U~,E ONLY I;': (8) 242,962.28 (9) (10) 46,521.65 -~_.- -- 4,475.25 (11) 50,996.90 191,965.38 (12) (13) (14) 191,965.38 x .00 (15) 190,965.38 x .045 (16) 8,593.44 x .12 (17) 1,000.00 x .15 (18) 150.00 (19) 8,743.44 20. OJ CDpyrlght 2000 fonn aoftwa.. Dnly Tha Lacknar GrouP. Inc. l;flH:;:p";;;:',';;jE:::, 1h1j::j);:E\i;;;;,';;:;r:1j'::'i:':":'.,::' . DeCedent's Complete Address: STREET ADDRESS 510 South College Street CITY Carlisle STATE PA' ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 8,743.44 7,410,00' 390,00' 3. InteresUPenalty jf applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 7,800,00 A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) 0,00 (4) (5) 943.44 (SA) (58) 943.44 TotallnteresUPenalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Peg. 1 Line 20 10 requme refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. " 'rmlll Make Check Payable /0: REGISTER OF WILLS. AGENT l1lr~ _II Ilr'.-1!IIII IlIIlIIlll~11I111ll I Illllllllllll i!\ Iml1lllllll1llllllll PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X. IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Ves No a. retain the use or income of the property transferred; 0 181 b. retain the right to designate who shall use the property transferred or its income; 0 181 c. retain a reversionary interest; or ................. 0 181 d. receive the promise for life of either payments, benefits or care? 0 181 2. If death occurred after December 12, 1982. did decedent transfer property within one year of death without receiving adequate consideration?... .................... 0 181 o Il:lI o Il:lI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, 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?......... Under penalties of perjury, I declare that I have examin-ed 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 all Information of which preparer has any knowledge. ADDRESS DATE 47 M Baltimore Street Glen Rock, PA I 17327 ( )~fa(U1r y :fI-/-cJ~ DATE . 7'l1'JZ- ADDRESS ADDRESS 790 Buttonwood Drive Merritt Island, FL 32953 35 E. High Street, Suite 203 Carlisle, PA 17013 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. S9116 (a) (1.1) (i)J. 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. S9116 (a) (1.1) (ii)]. The statute does not exempt 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. S9116 (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. S9116 1.2) [72 P.S, 99116 (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. ~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. . '. SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sabol, Betty J. FILE NUMBER 21-01-01139 All real property owned aolely or as a lenant In common muat 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 sellerL neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property whlcli la Jolntly-owned wltn rfght of aurvlvorshlp muat lie dlacloaed on achedule F. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH 130,000.00 Land and improvements located in the Third Ward of the Borough of Carlisle, known and numbered as 510 South College Street, Carlisle, PA 17013 and having Tax Prace1 #04-22-0483-02. Value based upon actual sale price. Copies of Deed and HUD-l Settlement Statement attached. TOTAL (Alao enter on Line 1, Recapitulation) 130,000.00 . Tax Parcel No. 04-22-0483-012 TIllS INDENTURE, MADE THE d. "3 ^~ day of thousand two (2002). February in the year of our Lord two BETWEEN JOHN R. SABOL AND JAMES B. SABOL, co-Executors of the Estate of Betty J. Sabol, also known as Betty June Sabol, deceased, late of the Borough of Carlisle, Cumberland County, Pennsylvania, herein called the Grantors, and CHARLES L. STOUP, JR. AND KATHLEEN D. STOUP, husband and wife, of the same place, herein called the Grantees WHEREAS, the said Betty J. Sabol and her husband, John B. Sabol, became during their lifetimes, seised, in fee, of a certain tract of land, together with the improvements thereon erected, situate in the Third Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, and more particularly described hereafter. WHEREAS, the said John B. Sabol, died on December 25, 1997, vesting title in fee simple in Betty J. Sabol, his wife; and WHEREAS, the said Betty J. Sabol, a widow, being so thereof seised, died on December 14, 2001, having made her Last will and Testament in writing dated October 26, 2000, duly probated and filed in the Office of the Register of Wills in and for Cumberland County, Pennsylvania, on December 18, 2001, Estate-~o. 21-01-1139 and in Item IV thereof she appointed as CO-Executors, her two sons, John R. Sabol and James B. Sabol; and WHEREAS, Letters Testamentary in the Estate of Betty J. Sabol were issued by the Cumberland County Register of Wills on December 18, 2001, to her two sons, John R. Sabol and James B. Sabol, without the requirement that any Bond be posted, which Letters Testamentary remain in full force and effect; and WHEREAS, Section 3351 of the Probate, Estates and Fiduciaries Code (20 Pa.C.S. 3351) gives the personal representatives the power to sell at public or private sale any real property not specifically devised; and WHEREAS, the herein described real property was not specifically devised. , NOW THIS INDENTURE WITNESSETH, that the said Grantors, for and in consideration of the sum of One Hundred Thirty Thousand ($130,000.00) Dollars, to them in hand paid by the said Grantees at or before the sealing and delivering hereof, receipt whereof is hereby acknowledged, have granted, bargained, sold, aliened, released, confirmed, and conveyed and by these presents do grant, bargain, sell, alien, release, confirm, and convey unto the said Grantees, their heirs and assigns, as tenants by the entireties; ALL THAT CERTAIN LOT OR TRACT OF LAND, together with the improvements thereon erected, situate in the Third Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and described, as follows: BEGINNING at a stake on the western right of way line of South College Street at the northeast corner of land now or formerly of Wm. L. Shelley; thence by said land now or formerly of Wm. L. Shelley, land now or formerly of Horace R. Potter, and land now or formerly of John C. Sheaffer North 76 degrees 20 minutes West 301.47 feet to a stake at northwest corner of said land now or formerly of John C. Sheaffer in line of land now or formerly of George Bogar, Jr.; thence by said land now or formerly of George Bogar, Jr. and land now or formerly of Chas. C. Carns, Jr. North 05 degrees 50 minutes East 93.27 feet to a point at the southwest corner of other land having been sold by John B. Sabol and Betty June Sabol, his wife, to Peter Seras and Anna Seras, his wife, by Deed dated May 3, 1958 and recorded in Cumberland County Deed Book "K", Vol. 18, Page 135 in the center of a twelve (12) foot wide right of way running from the west side of South College Street to the western boundary of the tract being conveyed; thence by the center line of the aforementioned twelve (12) foot right of way and by said land now or formerly of Peter Seras et ux. South 76 degrees 52 minutes East 313.50 feet to a point in the center line of the aforementioned twelve (12) foot right of way on the western right of way line of South College Street; thence by the western right of way line of said South College Street, South 13 degrees 15 minutes West 95.30 feet to a stake, the PLACE OF BEGINNING. . BEING the southern parcel of a tract of land which Alice B. Bucher, single woman, granted and conveyed unto John B. Sabol and Betty J. Sabol, husband and wife, by her deed dated March 15, 1958, and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book "H", Vol. 18, Page 541. BEING known and numbered as 510 South College Street, Carlisle, PA 17013. TOGETHER with the rights and UNDER AND SUBJECT to the duties as set forth in the aforementioned Deed of Conveyance from John B. Sabol and Betty June Sabol, his wife, unto Peter Seras and Anna , Seras, his wife, in regard to the right of way, twelve (12) feet in width, situate six (6) feet upon the property hereinabove conveyed and six (6) feet upon the property conveyed to Peter Seras and Anna Seras, as aforesaid, for use as a common driveway. TO HAVE AND TO HOLD the said tract of land above described, with the buildings and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and intended so to be, with the appurtenances, unto the said Grantees, their heirs and assigns, to and for the only proper use and behoof of the said Grantees, their heirs and assigns, forever. AND the said Grantors, for themselves and their heirs and assigns, do for their own acts only, covenant, promise and agree to and with the said Grantees, their heirs and assigns, that they, the said Grantors, have not heretofore done or committed any act, matter or thing whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached, charged or encumbered in title, charge, estate or otherwise howsoever. IN WITNESS WHEREOF, the said Grantors have caused this Indenture to be duly executed and their seal to be hereunto affixed the day and year first above written. Witness: 7~~~ MARK MA:rORS cH ) :l A <.is ARi'1Y x [SEAL] John R: abol Estate of Bett J. Sabol a/k/a Betty June Sabol, deceased ;iddr /;'VI.f!-~Ji7' x ~~ Ecf~ t/ [SEAL] Estate of Betty J. Sabol a/k/a Betty June Sabol, deceased , On this, the ;;13 gj)day MARl< MA:r-oy<-s of February, 2002, before me, , the undersigned officer, personally appeared John R. Sabol (Serial No. 168-36- 3160), co-Executor of the Estate of Betty J. Sabol, a/k/a/ Betty June Sabol, known to me (or satisfactorily proven) to be a person serving in or with the Armed Forces of the United States and to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. The undersigned does further certify that he is at the date of this Certificate a Commissioned Officer of the Rank stated below and is in the active service of the Armed Forces of the United States. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~~~.- [SEAL] MARK 11 O~S CP~ 3,iAI'JGEALlVCJC/}TE }iI-109tb.:r b (L) /31/-1 0::1 F- t=AGtE tSrf.sc-, 257-':'3-.<>08? (Print, type, or stamp the name, rank and serial number of the officer and command to which attached above this line). . STATE OF FLORIDA COUNTY OF bR\2\! A(.Lu ss. On this, the "3'......h day of lY'>A?-u-\ ,2002, before me, the undersigned officer, personally appeared James B. Sabol, co- Executor, of the Estate of Betty J. Sabol, a/k/a/ Betty June Sabol, known to me (or satisfactorily proven) to be the person{s) whose name{s) is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have set my hand and official seal. ff. ,kJ -1--tLJ-f [SEAL] K G HULL ~ Notary Public, State of Florida My comm. expire. May 16, 2004 Comm. No. CC931519 ID 264243 Bonded Thru Service Insurance Company, Inc. I do hereby certify that the precise residence and complete post office address of the within named grantee{s) is March , 2002 Attorney for COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND RECORDED on this in the Recorder's office Page day of A.D. 20 of the said County, in Deed Book Given under my hand and the seal of the said office, the date above written. , Recorder A. H.U.D. SETTLEMENT STATEMENT B.LOAN TYPE: ~R FILE #: RE02-34 Loan #3111 LENDER: American Home Bank, N.A. --, C.This form. is furnished to give you a statement of actual settlement costs. Amounts paid to and by the eettlement agent are shown. Items marked P.O.C. were paid outside closing. D. NAME OF BORROWER: E. NAME OF SELLER: Charles L. S1CUp, Jr. Estate of Betty J. Sabol Kathleen D. Stoup G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE: 510 S. College Stree~ Carlisle, PA 17013 DOUGLAS, DOUGLAS & DOUGLAS Tuesday 12-Mar-02 27 WEST HIGH STREET Carlisle Borough, Cumberland County CARLISLE, PA. 17013 2:00 p.m. J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100 GROSS AMOURT DUB FROM BORROWBR .00 GROSS AMOURT DUB TO SBLLBR 101 Cont.ract Bal.. Prie. $130,000.00 ,., Contraot. .e1.. price $130,000.00 102 Pereonal Property 0.00 '02 Personal Pro~rty 0.00 103 S.ttl....at Charg.. (lb. 1400) 5277.75 .03 10. Money to Borrower frolO. AHB 5000.00 .0. 105 AvaLlabl. Lending Authority 31796.25 Adju8taent. It... prepaid by .eller I Adjust_nt. it... prepaid by ..llarl ..5 Local tax.. to 31-0ao-02 603.12 10. Loc.l tax.. to 31-Dec-02 603.12 ... A....._nt. 107 U...._nt. to ..7 School tsx... to 30-Jun-02 480.97 100 School tax.. to 30-Jun-02 480.97 .00 10. .00 120 GROSS DUE FROM BORROWER 173158.09 420 GROSS DUE TO SELLER 131084.09 200 AHOUIf.,& PAID BY OR FOR BORROWER 500 RBDUCl'IOIIS 1M AMOmf2 DUB TO SELLER 201 D.po.it or I.rn..t Money 5000.00 5., bo... apo.it 202 ... Mortg.g. AmoUAtl beriollA .0_ Sk 167000.00 502 Sett.l._nt charg.. 11775.00 203 S.tt.l_nt Di.bur....nt $135,203.75 503 Bxi.ting loan. tak.n 20. 50' Payoff lot Hortgage 0.00 205 5.5 20. 50' 207 5.7 Adjuat.IMnta for it.... unpaid by ..ll.r 508 210 Local Tax.. to 12-Har-02 0.00 Adjust..nt. for it_. unpaid by s.ller 211 A.........nt. to 51. Local tax.. 12-Mar-02 0.00 212 School Taxes to 12-Mar-02 0.00 511 AS....alent. to 21' 512 School tax.a to 12-Mar-02 0.00 21' 513 217 514 220 TOTAL PAID BY BORROWER 172000.00 520 TOTAL RBDUC'l'IOIfS SELLER 11775.00 300 cu. PROM/TO BORROWER ..0 CASH TO/PROM SBLLER 301 Gro.. ABlOunt due froll. borrower 173158.09 ,., Gro.. amount to ..ll.r 131084.09 3.2 Le.. amount. paid by/for borrow.r 172000.00 '02 Reduction. to ..ller 11775.00 ~O~QA$H.EapMft()}tlPaRqWeR;.....i} $1,158.09 (jQ~WQ*$j.j.r()lFapM)..$gtl.;$R;i............ $119.309.09 I have carefully reviewed the BUD-l Settlement Statement and to the best of my knowledge and b.~i.f, it is a true and accurate statement of all receipts and disbureeme ts made on mYi~l~el~a:;~i~;v;received e copy o~~~-~~ri 0' de. Chariest. SloJp,Jr. VfT~--- E~tateof/;cJ aol .....p(d...f1t~i&iJ'i<i'i5~~ Kathleen D. Stoup PAGE 1r2 , HUD DISCLOSURE/SETTLEMENT STATEMENT PAID BY BORROWER PAID BY SELLER . 700 . TOTAL REAL TOR'S COMMISSION I'll. X $130,000.00 7800.00 701 Listing Agency: Wolfe & Shearer $7020.00 702 Refe rral Fee Downing-Frye $780.00 0.00 703 Tran saction Fee: 0.00 800 ITEMS PAYABLE IN CONNECTION WITH LOAN 801 Origination Fee American Home Bank, N.A. 0.00 602 Construction Loan 1.000% American Home Bank, N.A. 1670.00 603 Appraisal Fee POC $250.00 American Home Bank, N.A. POC 604 Crecllt Report POC $40.00 American Home Bank, N.A. POC 605 UP Underwriting Fee POC $45.00 American Home Bank, N.A. POC 606 Document Preparation Fee American Home Bank, N.A. 365.00 607 Flood Certification 608 Inltia I Escrow Deposit American Home Bank, N.A. 40.00 609 Inspection Administration fee: American Home Bank, N.A. 340.00 610 Overnight Mail Charges: Douglas, Douglas & Douglas 17.00 0.00 900 ITEMS LENDER REQUIRES TO BE PAID IN ADVANCE 901 Interest from 12-Mar-02 902 Mortgaae Insurance 903 Hazard insurance 904 2002 Ctv/Twp Real Estate Taxes Darlene Moyer, Tax Collector 746.77 1000 RESERVES DEPOSITED WITH LENDER Escrows collected: # mos. due: X $ per mo.: 1001 Hazard insurance 0 0.00 0.00 1002 Mortgage Insurance 0 0.00 0.00 1003 Countv/Local taxes 0 0.00 0.00 1004 Sch 001 taxes 0 0.00 0.00 1005 Aggregate Adjustment 1100 TITLE CHARGES 1101 Settlement or closina fee: 1102 Abstract or title aearch: 11 03 Title Review: 0.00 0.00 1104 Title Insurance binder: 1105 Document preparation: 11 06 Notary fees: Notarv 6.00 1107 Attorney's fees: Dale F. Shughart, Jr. 0.00 POC (includes above Item numbers): 1106 Trtle Insurance: AGENT FOR FIDELITY NATIONAL TITLE 1393.75 (includes ebove item numbers):1101-1104 Endorsemenls 1003006.1 ARM $200 1109 Owner's covereae $130,000.00 1110 Lender's coverege $167,000.00 $1193.75 1111 Insured Closing Letter Fidelity Netional Title 35.00 0.00 1200 GOVERNMENT RECORDING AND TRANSFER CHARGES 0.00 1201 Deed 27.50 Mortaage 51.50 79.00 1202 Release/Satisfaction 0.00 Assignment/Slip 10.00 10.00 0.00 1202 County/Local transfer tax (1 %) 1300.00 1203 Pa. Stale transfer tax (1%) 1300.00 300 ADDITIONAL SETTLEMENT CHARGES 301 Radon testing: 302 Pest inspection: Gilberts Pest Control 0.00 1902.70 303 Water & Sewer Reading: #6-4614 Carlisle Borough 23.53 304 Homeowners Association Fee 40".'totAts.e-tttEMSNtciilARGES:/..... .'. 5277.75 11775.00 also entered on line 103 for Borrower: line 502 for Seller) , '. SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ___ _. ____._L_ _____ ESTATE OF Sabol, Betty J. FILE NUMBER 21- 01 - 01139 All property Jolntly-owned with right of urvlvorshlp must be disclosed on Schsduls F. ITEM NUMBER I ullOOsliaresCarlisle Companies,CUStP II 1423j9~ 16~o DESCRIPTION 2 20 shares PUBCO, CUSIP #744378-605 TOTAL (Also enter on line 2, Recapitulation)' UNIT VALUE , 34.125 9.00 VALUE AT DATE OF DEATH 27,300.00 180.00 27,480.00 . '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sabol, Betty J. FILE NUMBER 21 -01 -01139 Include the proceeds of litigation and the date the proceeds were received by the estate. All property ]olntly-owned with the rfght of survivorship must be disclosed on schedule F. iTEM NUMBER 1 Cash on hand. 5 6 7 8 9 10 II 12 13 DESCRIPTION VALUE AT DATE OF DEATH 1,002.00 2 Jewelry, furniture, furnishings and household items, value based upon appraisal of IBIS Appraisal Services, attached. (Note: lOth anniversary diamond ring bequeathed to Beatrice L. Sabol in ITEM IIC of Will could not be located and is presumed lost or stolen during decedent's fmal illness.) 3,880.00 3 1988 Ford Crown Victoria S. Sedan, LTD, value based upon Kelley Blue Book, attached. 1,475.00 4 First Union Certificate of Deposit #247412046469780 Principal - 15,518.97 Accrued interest - 2.89 15,521.76 Jefferson Pilot, Account #9730002294 Principal 41,311.43 Accrued interest 50.55 41,361.98 M & T Bank, checking account #435341 3,663.78 M & T Bank, saavings account #15004200113980 Principal 3,800.90 Accrued interest .98 3,801.88 M & T Bank, C.D. #31003910531738 Principal 12,085.03 Accrued iinterest 289.78 12,374.81 Banker's Life, check on hand. 6.91 Banker's Life, refund of medical insurance premium 497.19 Carlisle Companies, Dividend checks on hand (4). 656.00 Tax proration on sale of home. 1,084.09 Time Magazine, subscription refund 13.26 Totsl of ConUnusUon Schedule(s) TOTAL (Also enter on Line 5, Recapitulation) 6.84 85,482.28 , . '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued CO~MONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sabol, Betty J. FILE NUMBER 21-01-01139 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be dlsclossd on scheduls F, ITEM NUMBER 14 DESCRIPTION VALUE AT DATE OF DEATH 136.78 State Farm, refund of homeowner's insurance premium 15 Keystone Insurance, refund of premium. 6.84 p'age 2 of Schedule E APPRAISAL REPORT OF PERSONAL PROPERTY OF Betty June Sabol (Deceased) 510 South College St. Carlisle, PA 17013 for: Dale F. Shughart, Jr., EsCL. 35 East High St. Carlisle, PA 17013 AS OF: January 13,2002 BY: IBIS APPRAISAL SERVICES P.O. BOX 24 CARLISLE, PA 17013 (717) 243-3474 fax (717) 258-9502 Ibisas@earthlink.net . APPRAISAL CERTIFICATE I hereby certifY, that, upon request for valuation of the personal property of Betty June Sabol, 510 South College St., Carlisle, PA 17013, I have personally and physically inspected the following listed personal property for the purpose of appraising and reporting the FAIR MARKET VALUE, AS OF January 13,2002. Date of inspection being January 09, 2002. The information and values contained in this report are based upon my experience as an appraiser, and other reliable sources. The personal property was found to be in FAIR -to- GOOD condition, unless otherwise noted. Values are reported piece by piece, and/or as a whole. All values reported have been determined with consideration to condition of item, market conditions, and sale-ability factors. IBIS APPRAISAL SERVICES Alyssa L. Lon - y, C.A.P . ~/( d:-} --------------------- ---------- Frank R. Loney, C.A.P.P. 2 APPRAISAL SUMMARY It is in my opinion, that, as of this 13th day of January, 2002, the Fair Market Value of the personal property of Betty June Sabol: (Three Thousand Eight Hundred and Eighty Dollars and Zero Cents) ($3,880.00) illIS APPRAISAL SE VICES ;;;::.- // ---~~~--------- ------- The report must he read in its entirety. The Appraisal Summary ONLY is not the appraisal report. 3 Location Master Bedroom - 510 South College St., Carlisle, PA 17013 Bed. Four poster bed with ball finials. Double size. Worn condition. Corresponding Photograph Files: bedlJPG; bed2JPG 2 Television. Quasar color television. 20". Corresponding Photograph Files: televisionlJPG 3 Chest. Six drawer vertical chest. 53 1/2" tall, 22 1/2" wide, 14" deep. Missing drawer pull. Corresponding Photograph Files: chestlJPG Location Second Back Bedroom - 510 South College St. , Carlisle, P A 17013 4 Screen. Four panel stand-up screen. 63" tall, 18" wide (per panel). Corresponding Photograph Files: screenJPG 5 Dresser. Eight drawer dresser with mirror. 54" wide. Serpentine front. Corresponding Photograph Files: dresserlJPG 6 Beds. Matching set of single beds. Four post, mahogany. Corresponding Photograph Files: bed3JPG; bed4JPG 7 Desk. ] 950s11960s blonde wood desk. Three drawers, two shelves. 29" tall, 43 1/2" wide, 22" deep. Damaged top. Corresponding Photograph Files: desk2.JPG 8 Dresser. Bow front mahogany chest of drawers. 36" tall, 45" wide. Two drawers flanked by two doors, over two drawers. Corresponding Photograph Files: dresser2.JPG 9 Desk. Brown painted desk. 30" tall, 43" wide, ]9" deep. Half spindle columns. Two side by side drawers. Corresponding Photograph Files: desk3JPG 10 Chest. Cedar chest. 16" tall, 30" wide, 16" deep. New top. Corresponding Photograph Files: cedarchestJPG Location Third Front Bedroom - 510 South College St., Carlisle, PA ]7013 / )1'\'\ -11 Desk. Oak desk. 30" tall, 48" wide, 26" deep. Two over three drawers. Key holed. Corresponding Photograph Files: oakdeskJPG 12 Mirror. Federal style shield mirror. 363/4" tall, 33 1/2" tall. Corresponding Photograph Files: mirror.JPG ]3 Dresser. Dresser with mirror. 33 1/2" tall, 65" wide. Eight drawer. Corresponding Photograph Files: dresser 3JPG 14 Rockiug Chair. 33" tall. Fire damage. Corresponding Photograph Files: rockingchairJPG Location Hallway - 510 South College St., Carlisle, PA 17013 $40.00 $30.00 $30.00 $45.00 $35.00 $65.00 $30.00 $45.00 $45.00 $15.00 $]50.00 $125.00 $40.00 $40.00 5 15 16 Bookshelf. Three shelve bookcase. 38 1/4" tall, 27 1/4" tall, II 1/2' deep. Missing top. Corresponding Photograph Files: bookshelfJPG Painting. Beach and Dune by Joseph A. Taylor Sr. 30 1/2" by 38". Framed. Corresponding Photograph Files: taylorJJPG 17 Location Living Room - 510 South College St. ,Carlisle, PA 17013 18 19 20 21 22 23 24 25 26 27 Painting. Old Canal Santa Fe Lake by Joseph A. Taylor, Sr. 27 1/2" by 15 1/2". Joseph A. Taylor, Sr. of I 08 N.E. 8th Street, Gainesville, Florida. Corresponding Photograph Files: taylorl.JPG End Table. Three drawer end table. 22" tall, 28" wide, 19" deep. Corresponding Photograph Files: table1.JPG Stereo. Panasonic stereo, turntable, tape player, radio with speakers. Corresponding Photograph Files: stereo.JPG End Table. One drawer with two pulls, one shelf. 26 1/2" tall, 153/4" wide, 25 3/4" deep. Corresponding Photograph Files: tablelJPG Painting. Anastasia Swamp, Florida by Harold S. Etter 1951. Oil on Board. 28" by 24". Corresponding Photograph Files: etter JJPG Painting. Bonny Brook by Harold S. Etter 1952. Oil on Canvas. 28" by 24". Corresponding Photograph Files: etterl.JPG Chair. Side chair with curved back. Brown felt seat. 38" tall. Corresponding Photograph Files: chair JJPG Television. Quasar crystal vision series. Color. 20". Corresponding Photogroph Files: televisionlJPG Fireplace Tools. Fireplace holder with shovel and tongs. Black iron. 44" tall. Corresponding Photograph Files: fireplace.JPG Mirror. Large beveled mirror with plastic frame. 34 1/2" tall, 58" wide. Corresponding Photograph Files: mirrorlJPG Picture. Doctor Sabol by Toar 1980. Pastel. 25" by 21 ". Corresponding Photograph Files: toarJPG 28 Location Dining Room - 510 South College St., Carlisle, PA 17013 29 Candle and Trav Set. Two candelabras with matching tray. Wien, Keramose, Made in Austria. Candelabra mold number 3380, 10 1/2" long. Tray mold number 3279, 14 1/4" by 6 3/4". Corresponding Photograph Files: keramoseJPG Trav. Clear glass Imperial Candlewick tray with handle. 8 1/2" diameter. Corresponding Photograph Files: candlewickJPG $25.00 $75.00 $55.00 $20.00 $15.00 $20.00 $125.00 $75.00 $12.00 $20.00 $40.00 $75.00 $40.00 $45.00 $35.00 6 30 31 32 33 Chairs. Two-plank bottom painted chairs. 33" tall. Paint worn. Corresponding Photograph Files: paintedchairs.JPG $80.00 Table. Pine dining room table with two leaves. 62" by 48". Cigarette bums. Corresponding Photograph Files: pinetable.JPG $45.00 Comer Cupboard. Contemporary. 69" tall, 36 1/2" wide. Corresponding Photograph Files: cornercupboardJPG $50.00 Chair. Oak desk chair. 34 1/2" tall. Three slats. Corresponding Photograph Files: chair2.JPG $15.00 Location On Person - 510 South College St. , Carlisle, P A 17013 :/,1".2~ ( _' 34 Ring. ~iamond Ring. 14-carat gold with 1 1/4 carat diamond. size 8 1/2. Corresponding Photograph Files: diamondJPG $1,200.00 Location Kitchen Dining Room Separator - 510 South College St., Carlisle, PA 17013 35 36 Costume Jewelrv. Lot of costume jewelry including bracelets, earrings, rings, broaches, pins, and loose stones. Corresponding Photograph Files: costume.JPG $35.00 Last Rites Kit. Last rites crucifix. 12" by 61/2". Missing kit. Corresponding Photograph Files: crucifIX.JPG $8.00 37 Location Laundry Room - 510 South College St. ,Carlisle, PA 17013 38 39 40 Refrigerator. Older Philco Ford refrigerator. Corresponding Photograph Files: refrig3.JPG $40.00 Washer. Older GE washer. Corresponding Photograph Files: washer.JPG $15.00 Orver. Older GE dryer. Corresponding Photograph Files: dryer.JPG $15.00 Cabinet. Metal medical cabinet made by Brooklyn Hospital Equipment Company, Inc., Johnstown, Pennsylvania, and New York, New York. 65 1/2" tall, 36" wide. Rusted. Two over Four drawers. Glass Doors. Corresponding Photograph Files: cabinet.JPG $85.00 41 Location Office Bedroom - 510 South College St., Carlisle, PA 17013 ~ i"-. >Vc 7 - 42 43 Bed. Single four post-cherry bed. Corresponding Photograph Files: bed5.JPG $35.00 Desk. Seven drawer desk. 29" tall, 58" wide, 32" deep. Poor condition. Corresponding Photograph Files: deskl.JPG $40.00 China. Set ofNoritake China. Pattern - The Crete. Corresponding Photograph Files: noritakel.JPG; noritake2.JPG $100.00 7 44 Location Office Waiting Room - 510 South College St., Carlisle, PA 17013 Table. Square drum comer table. 26 1/2" tall, 25" wide. $20.00 45 Location Basement - 510 South College St., Carlisle, PA 17013 46 47 Planter. Birch wood planter. 42" tall, 35" wide, 25" deep. Corresponding Photograph Files: birchlJPG; birchlJPG $135.00 Refrigerator. Old GM refrigerator. 61" tall, 26" wide. Damaged top and insignia plate missing inside. Corresponding Photograph Files: refriglJPG; refrigl.JPG $45.00 Milk Can. Sealed eagle painted milk can. Corresponding Photograph Files: milkcanJPG $25.00 48 Location Attic - 510 South College St., Carlisle, PA 17013 49 Book. Mitchell Atlas New General. 1862. Loose cover, damaged pages. Corresponding Photograph Files: atIasJPG $50.00 Rug. Large oval hooked rug, floral multicolored motif. 106" by 70". Corresponding Photograph Files: rugJPG $150.00 50 Location Porch - 510 Sonth College St., Carlisle, PA 17013 Wicker Set. White wicker set. Includes: one settee, two chairs, and one table. Corresponding Photograph Files: wickerlJPG; wickerlJPG $60.00 51 Location Storage Shed - 510 South College St. , Carlisle, P A 17013 52 Lawn Mower. Riding lawn mower. Yardman Shot. Missing key. Corresponding Photograph Files: mowerlJPG $20.00 Lawn Mower. Push mower. Murray 20". Corresponding Photograph Files: mowerlJPG $25.00 53 Location On Person - 510 South College St., Carlisle, PA 17013 5;\~ "\ -- 54 Bucket. Green and white enamel bucket. Three gallon. 9" tall, II 1/2" at mouth. Worn. Corresponding Photograph Files: buckeUPG $50.00 Ring. Amethyst and gold ring. Amethyst - 5/8" by 1/2". Ring size 6. Corresponding Photograph Files: amringlJPG; amringlJPG; amring3.JPG $125.00 TOTAL $3,880.00 8 APPRAISAL SUMMARY (COPY) It is in my opinion, that, as of this 13th day of January, 2002 the Fair Market Value of the personal property of Betty June Sabol: (Three Thousand Eight Hundred and Eighty Dollars and Zero Cents) ($3,880.00) IBIS APPRAISAL SERVICES N~ ~ygT- The report must be read in its entiretv. The Appraisal Summary ONLY is not the alJpraisal reDort. 9 Appraisal References: Butler, J.T.1973. American Furniture from the First Colonies to World War 1. Triune Books, London. China Lane - www.chinalane.com Ebay - www.ebav.com Epinions.com - www.eoinions.com Kovel, Ralph and Terry. 2000. Kovels' Antiques and Collectibles Price List 2001. Three Rivers Press, New York. Kovel, Ralph and Terry. 2001. Kovels' Antiques and Collectibles Price List 2002. Three Rivers Press, New York. Norfolk, Elizabeth (ed.). 2000. Miller's Antiques Price Guide. Octopus Publishing Groups, Inc., London. Old China Patterns Limited - www.chinaoatterns.com 10 Statement of Qualifications Alyssa L. Loney, C.A.P.P. Professional Designations and Certifications C.A.P.P. - Certified Aooraiser of Personal Prooerty designation earned through course work and classes provided by the Institute of Appraisal of Personal Property. R.P .A. - Registry of Professional Archaeologists designation earned through field, laboratory, and publication experience, along with advance degrees in archaeology. Archaeological Resources Protection Act - Certified to conduct investigations and damage assessment that pertains to violations of the United States federal, state, and local laws pertaining to archaeological sites and cultural properties. Including by not limited to the Archaeological Resources Protection Act of 1979, National Historic Preservation Act of 1966, the Native American Graves Protection and Repatriation Act and the American Antiquities Act of 1906. Professional Accomplishments ,. State Historical and Underwater Archaeologist for the State of Louisiana. ,. Attended the Conservation ofIndian Artifacts Symposium sponsored by the Sm ithsonian Institution and the Tunica-Biloxi Indian Reservation, Marksville, Louisiana. ,. Director ofthe West Virginia University Historical Costume Museum. ,. Research Archaeologist! Artifact Instructor for CADW (Welsh Historic Monuments)/ University of York, England. ,. Research and Preservation Specialist for the Maryland Historical Trust. ,. Presented and published works for national and international organizations including the Society for Historical Archaeology, Middle-Atlantic Archaeology Conference, Southeastern Archaeological Conference, Louisiana Archaeological Society, and the Maryland Historical Trust. Education B.Sc. Historical Textiles and Clothing, 1992, West Virginia University, Morgantown, West Virginia, United States. Medieval Archaeology, 1995, University of York, York, England. Certified Appraiser of Personal Property, 2001, Institute of Appraisal of Personal Property, York, Pennsylvania, United States. Certified to conduct investigations and damage assessment that pertains to violations ofthe United States federal, state, and local laws pertaining to archaeological sites and cultural properties. First Step Entrepreneurial Series, 2001, Kutztown University of Pennsylvania, Small Business Development Center. MA CAP.P. A.R.PA S.B.D.C. Presently Director and Founder of Ibis Appraisal Services. Conducts extensive on-site appraisals, assessments, analyses, and authentication of personal and cultural property. Operates on local, national, and international levels. Conducts research on all objects considered personal and cultural property. 11 Statement of Qualifications Frank R. Loney, C.A.P.P. ProCessional Designations and Certificates C.A.P.P. - Certified Appraiser of Personal Propertv designation earned through course work and classes provided by the Institute of Appraisal of Personal Property. L.P.1. - Licensed and bonded Private Investigator, State of Pennsylvania. ProCessional Accomplishments . Over 25 years of investigative experience while employed by the Metropolitan Police Department of Washington, D.C. . Charity appraisal participant for several local organizations. . Appraiser position at Albion Point Antique and Collectibles 1999-2001. . Professional antique dealer since 1994. . Collector and dealer of numismatic coinage for over 40 years. Education AA Administration of Justice. 1994. American University, Washington, D.C. Presently Appraiser for Ibis Appraisal Services Active Private Investigator for attorneys in Pennsylvania. Conducts extensive on-site appraisals, assessments, analyses, and authentication of personal and cultural property. Operates on local, national, and international levels. Conducts research on all objects considered personal and cultural property. 12 Assumptions and Limiting Conditions The term "Fair Market Value" as used in this report is defined as follows: Highest price it would bring if the sale occurred under normal market conditions providing I. neither the buyer or seller is acting under duress 2. the property has been exposed on the open market for a reasonable length oftime 3. both buyer and seller are aware of the potential assets and defects 4. no unusual circumstances are present. This appraisal is based upon the following assumptions, limitations and conditions: I. The information contained in this report is gathered from sources considered reliable and from personal examination and research of authenticity and that comparable sales and/or auction prices were available and dependable. 2. No responsibility is assumed for matters legal in nature, including but not limited to: representation of others of value, authenticity, condition, origin, or provenance of an item appraised. 3. The appraiser assumes that a normal and careful examination of the property was sufficient to determine its quality and condition and that no extraordinary examination procedures would be utilized unless specially requested and the expenditure of funds therefore authorized. 4. Court Attendance - The appraiser's court attendance and giving of expert testimony, if required, are not included as part of this report. THE UNDERSIGNED HEREBY CERTIFIES; I. Appraiser has no interest now, heretofore, or contemplated in the future, in the property covered by this appraisal. 2. That, to the best of my knowledge and belief, all statements and information included in this appraisal are true and based upon objective findings and that no pertinent information has been knowingly withheld or deleted in this report. 3. That neither the employment to make this appraisal nor compensation for doing so is contingent upon the value of the property. Even though it is the firm belief of the appraiser( s) that the information furnished in this appraisal report and the conclusions drawn from this information are true and correct, they are not guaranteed. IBIS APPRAISAL ~SER VICES --- ----- ~~ - ------ - "_L -.'C*7 ~~,z':'7 Frank R. Loney, C.1\.P.P. 13 !ley Blue Book Used Car Values Page I of2 -~,== New Cat' Prici ng Build a Car Incentives My Carls Value Used Car Retail Buy a New Car Buy a Used Car Sell Your Car Motorcydes Financing Insurance Lemon Check Warranties Accessories Car Re\li ews Car Previews Oedsi on Guides Advice Aboutkbb Home Before IOU bUI a NEW CAR... Click on the image above to visit this advertiser Blue Book Private Party Report Pennsylvania' January 11, 2002 1988 Ford Crown Victoria S Sedan 40 Buy a New Car Buy_aUsed_Car. LisU'ouc CarJ=or_ Sa le_ 0 nl i ne Financing Quote Insurance_Quote Warranty Quote Payment_Calculator Engine: 8 Cylinder Gas Trans: Automatic Drive: Rear Wheel Drive Mileage: 24,760 Equipment Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel Cruise Control AM/FM Stereo Cassette Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left.. A clean title history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Private Party Value $1,475 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private pa rty . Get a Used Car Trade-In Value Get Invoice & MSRP on New Cars http://www.kbb.com/kb/ki.dlllkw.kc.ur?kbb;607078&;p&722;F ord; I 988%20Crown%20Vict... I III 102 -=_N@ Reference m: 225288 First Union National Bank Attn: Account Verifications POBox 40028 Roanoke VA 24022-7313 January 9, 2002 DALE F SHUGHART JR ATTORNEY AT LAW 35 EAST HIGH STREET / SUITE 203 CARLISLE, P A 17013 SUBJECT: Verificalion / Confirmalion of Account and Balance Information provided for: BETTY J SABOL (SSN# 179-12-4249) Date of Death: December 14, 2001 Deno.it Account Information Account Type Account Number Date of Death Balance CERTIFICATE OF DEPOSIT 247412041469780 LEGAL TITLE, BETTY J. SABOL $15,518.87 Average Date Maturity Interest Accrued YTD Date Balance. Opened Date Rate Interest Interest Paid Closed 9/1/1998 9/3/1999 2/12/2001 $2.89 $523.84 1/7/2002 2112/2001 2/12/2001 7/10/1997 1/12/2000 CERTIFICATE OF DEPOSIT 247412056685941 LEGAL TITLE, BETTY J. SABOL CERTIFICATE OF DEPOSIT 247412051021793 LEGAL TITLE BETTY J. SABOL CERTIFICATE OF DEPOSIT 247412045953100 LEGAL TITLE, BETTY J. SABOL SAME AS CD #31959531000 CERTIFICATE OF DEPOSIT 247412046280198 LEGAL TITLE, BETTY J SABOL SAME AS CD #6280198 3/3/1998 911/1998 CHECKING 1000324146212 LEGAL TITLE, BETTY 1. SABOL SAME AS ACCT #324146212 12/2611980 6/8/2001 SAVINGS 3086048788033 LEGAL TITLE, BETTY J. SABOL 10/1/1995 6/28/2001 * Due to system limitations, we can only provide a twelve month average balance on depository accounts. Other Acconnt Information Account Type Account Number Date of Death Balance Date Opened Date Closed Title(s) 001032 f_N' Reference 10: 225288 UNKNOWN 31730419 UNABLE TO LOCA TE----ACCOUNT NOT FOUND UNKNOWN 4066225 UNABLE TO LOCA TE----ACCOUNT NOT FOUND '" Date of death balance does not include accrued interest. '" If date of death OCCUlTS on a weekend or a holiday, date of death balance does not include any transactions that were made during that time period. :; Signature of Depository Repres January 9, 2002 Date Drema Rubinoff Depository Representative abs;ag Servicenter Associate Title (540)563-7323 Phone Number 001032 ~ Northern Trust The Northern Trust Company POBox 92987 Chicago, IL 60675-2987 January 28, 2002 ESTATE OF BETTY G SABOL 35 EAST HIGH STREET STE 203 CARLISLE, PA 17013 RE: Beneficiary Account: 9730002294 Dear Account Holder: Enclosed please find the account information you requested. If we can be of further assistance, please feel free to contact us at (800) 343-2551 Thank you. Sincerely, Customer Service Agent RA480 ASSET RETENTION SYSTEM - DETAIL TRANSACTION LIST ACCOUNT NUMBER 9730002294 START DATE 01282002 CUSTOMER NAME ESTATE OF INTEREST LAST YEAR INTEREST PAID YTD ACCOUNT BALANCE CREDIT MEMO ITEM DATE TRANSACTION 01/25/02 INTEREST PAID 01/25/02 FULL REDEMPTION OBC# 005725 12/31/01 INTEREST PAID 12/31/01 STATEMENT CLOSING BALANCE 11/30/01 INTEREST PAID 11/30/01 STATEMENT CLOSING BALANCE 10/31/01 INTEREST PAID 10/31/01 STATEMENT CLOSING BALANCE 09/30/01 INTEREST PAID SSN# 1 79 - 12 - ACCOUNT STATUS BETTY G SABOL 1,816.80 62.58 .00 .00 DESCRIPTION PF1 PF4 PF7 - MAIN MENU - SCROLL FORWARD ACCOUNT SETUP PF2 PF5 PF8 ACCT INQ MENU ACCT LI ST WIRE TRANSFER 4249 OPEN DATE PENDING WITHHELD LAST WITHHELD YTD AVAILABLE DB MEMO TRAN PF3 PF6 - PF9 YEAR AMOUNT 62.58 41,485.94 111 . 93 41,423.36 108.03 41,311.43 111.33 41,203.40 125.59 SCROLL BACKWARD NAME & ADDR INV RED OPTIONS 01/28/02 03/16/98 .00 .00 .00 .00 RUNNING BAL .00 -62.58 41423.36 41311.43 41203.40 41092.07 '. r!1M&rBank February 12,2002 RE: Estate Search The Estate of: Date of Death (D,O.D,) BETTY J SABOL 12/14/2001 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 Account Number Account Title Opening Branch Type CHK 435341 JOHN B SABOL 4319 BETTY J SABOL SAY 15004200113980 BETTY J SABOL 4334 CD 31003910531738 BETTY J SABOL 4334 D.O.D. Balances (Includes Accr. Int) $3663.78 Accrued Interest $.00 $3800.90 $12,085.03 $.98 $289.78 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed 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 of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY: V;] (), k a..{.1J--l(-VVo-R :t~ Authorized Signature . DATE: d- - \ l..--O '2- Manufacturers and Traders Trust Company. 1100 Wehrle Drive, PO. Box 767, Buffalo, NY 14240.0767 *' SCtEDlI.E H Fl.N:RAL.EXPENSEs& AlJ'.WIISTRA11VE CUaI~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sabol, Betty J. FILE NUMBER 21-01-01139 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: Ewing Brothers, funeral 7,695.00 2 George's Flowers, flowers 106.00 3 John R. Sabol and James B. Sabol, family meal 65.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Year(s) Commission paid Attorney's Fees Dale F. Shughart, Jr. (estimated) Zip 2. 18,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees Register of Wills State Zip 4. 284.00 5. Accountant's Fees 6. Tax Return Preparer's Fees (Estimated) 500.00 7. I Other Administrative Costs Recorder of Deeds, Shalt Certificates 45.00 2 Waste Management, trash removal 776.11 Totsl of Conllnuatlon Schedule(s) 19,050.54 46,521.65 TOTAL (Also enter on line 9, Recapitulation) '. SdI8l1*H FwBaI Ocpa II & Adn'MdlMaCaslsClll'lhllld COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sabol, Betty 1. 19 20 21 22 FILE NUMBER 21-01-01139 3 Sollenberger's, vehicle title transfer 4 Carlisle Glass, window repair 5 Chimneey Sweep System, chimney cleaning 6 The Sentinel, advertise Letters 7 Cumberland Law Journal, advertise Letters 8 Dave Shelby, house and yard cleaning 9 Register of Wills, ffiling Inheritance Tax and Inventory. 10 Orrstown Bank, checks, checkbook and deposit slips 11 IBIS Appraisals, appraisal of personal property. 12 Chester Radabaugh, plumbing repairs. 13 Borough of Carlisle, sewer and water 14 Taylor Rental, tt'ansportation of personal property to Glen Rock and Merritt Island, Florida for distribution. 15 Hilton's Lock, fix door lock 16 PPU, heat and electric 17 Sprint, phone 18 Bonnie Coyle, notary fees James B. Sabol, out of pocket expense reimbursement, mileage and lodging, two round trip trips to Pennsylvania from Florida, long distance telephone, postage. John R. Sabol, out of pocket expense reimbursement, 25 round trips to Carlisle from Glen Rock, long distance telephone, postage. Wolfe & Shearer, realtor's commission Gilbert's Pest Control, termite treatment. Page 2 of Schedule H 22.00 100.70 116.55 93.83 75.00 750.00 25.00 140.01 382.50 55.00 47.38 882.74 46.11 908.68 51.95 20.00 1,867.11 1,090.79 7,800.00 1,902.70 '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sabol, Betty J. 23 Heather Barbour, llien search 24 Postmaster, postage 25 ScII8lU1 H FuwIIOcpe. II & Adi,'''cllMtCCI8tBCClI1h.Bd Darlene Moyer, 200 I County and Borough laxes. 26 UPS, overnight mail (4) 27 Recorder of Deeds, realty transfer lax 28 Reserve for costs of final account. . FILE NUMBER 21-01-01139 -- Page 3 of Schedule H 40.00 30.60 748.77 53.12 1,300.00 500.00 DALE F. SHUGHART, JR. ATTORNEY AT LAW 35 EAST HIGH STREET SUITE 203 CARLISLE, PENNSYLVANIA 17013 Telephone (717) 241-4311 Facsimile (717) 241-4021 OF COUNSEL HAMILTON C. DAVIS LEGAL ASSISTANT BONNIE L. COYLE April 1, 2002 John R. Sabol and James B. Sabol, Executors Estate of Betty J. Sabol, deceased TO: Dale F. Shughart, Jr., Esquire EIN: 25-1802515 Professional services rendered as follows: Cash Advances: 03/11/02 - Register of Wills, 2 Short Certificates $ 6.00 03/07/02 - UPS overnight: One to Zimmer; one to Jim and two from Jim. 53.12 Total cash advances - $ 59.12 03/04/02 - Correspondence to clients; pay bills; stocks returned from Pershing; letter to Zimmer and clients; telephone conference with Jim (2); e-mail John; telephone conference with Attorney Douglas and Buz Wolfe. 2.1 03/07/02 - Prepare Inheritance Tax Return and related correspondence. 6.0 03/08/02 - Telephone conference with Bill Shearer and Jim Sabol. .4 03/11/02 - Letter to clients. .3 03/12/02 - Attend settlement; letter to Zimmer; letter to clients and Sharon Buckley. 2.5 03/15/02 - Telephone conference with Jim; pay PP&L and letter to clients. .4 03/20/02 - Review Inheritance Tax Return and expense ledgers and letter to clients. 1.0 03/22/02 - Receive State Farm check; correct Inheritance Tax Return; pay bills; deposit checks; letter to clients. .4 03/27/02 - Credit one hour erroneously billed (1/21 on Notices). -1.0 DALE F. SHUGHART, JR. April 1, 2002 Page 2 03/27/02 - Office conference with John; letter to John and Jim. .8 Total hours - 12.9 Total fee at $165/hr. $2,128.50 Total fees and cash advances - $2,187.62 Fees to Date: 01/02/02 - $ 3,514.50 02/01/02 - $ 6,220.50 03/01/02 - $ 3,316.50 04/01/02 - $ 2,128.50 $15,047.10 It is estimated that total attorney fees through Distribution and filing Final Status Report will be approximately $18,000.00. DALE F. SHUGHART, JR. ATTORNEY AT LAW 35 EAST HIGH STREET SUITE 203 CARLISLE, PENNSYLVANIA 17013 Telephone (717) 241-4311 Facsimile {717} 241-4021 OF COUNSEL HAMILTON C. OAVIS LEGAL ASSISTANT BONNIE L. COYLE March 1, 2002 John R. Sabol and James B. Sabol, Executors Estate of Betty J. Sabol, deceased TO: Dale F. Shughart, Jr., Esquire ErN: 25-1802515 Professional services rendered as follows: Cash Advances: 01/04/02 02/07/02 02/15/02 - Register of Wills, 4 Short Certificates. - Dave Sheibly, clean up - Postmaster, priority mail 12.00 100.00 to Bosnia. 5.60 Total - $ 117.60 02/01/02 - Banking; bills; letter to clients and various correspondence. 2.0 02/04/02 - Pay PP&L; letters to medical providers and clients; telephone conference with Jim and Buz Wolfe. 1.7 02/06/02 - Review two offers; office conference with Bill Shearer; telephone conference with Jim and Barb; e-mail to John; review income tax information; letter to clients; office conference with Judy Earley; telephone conferences with John, Jim, Barb (2) and Buz Wolfe. 3.0 02/07/02 - Letter to Buz Wolfe and deliver; meet Dave Sheibly at house; telephone conference with Barb. 1.0 02/08/02 - Telephone conferences with Barb, John and Buz. .8 02/09/02 - E-mail to John. .5 02/11/02 - E-mail from and to John; fax to Buz; letter to clients. 1.0 DALE F. SHUGHART, JR. March 1, 2002 Page 2 02/12/02 - Legal research; prepare Deed and fax to Attorney Douglas; telephone conference with Buz and Jim. 02/13/02 - Telephone conference with Barb; e-mails from John; letter to Buz and clients; deliver Agreement to Buz. 02/14/02 - Telephone conference with Attorney Douglas; forward Deed to John; letter to Jim; letter to West Shore EMT. 02/18/02 - Check to Waste Management and letter to clients. 02/20/02 - Pay bills; letter to clients; receive and forward M & T letter; receive message from Buz; e-mail to John; letter to clients. 02/21/02 - Review information from Zimmer; letter to clients. 02/22/02 - Receipt and review bank statement; fax from Buz Wolfe and letter to clients. 02/25/02 - Telephone conference with Jim and Ewing Bros.; e-mail to John. 02/26/02 - Pay bills; letter to clients. 02/27/02 - Letter to Reader's Digest and clients. Total hours - Total fee at $165/hr. Total fees and cash advances - Fees to Date: 01/02/02 - $ 3,514.50 02/01/02 - $ 6,220.50 03/01/02 - $ 3.316.50 $12,918.60 3.5 1.5 1.2 19.3 .2 . 8 .5 .6 .5 .3 .2 $3,184.50 $3,302.10 DALE F. SHUGHART, JR. ATTORNEY AT LAW 35 EAST HIGH STREET SUITE 203 CARLISLE, PENNSYLVANIA 17013 Telephone (717) 241.4311 Facsimile 17171 241.4021 OF COUNSEL HAMILTON C. OAVIS February 1, 2002 John R. Sabol and James B. Sabol, Executors Estate of Betty J. Sabol, deceased TO: Dale F. Shughart, Jr., Esquire EIN: 25-1802515 LEGAL ASSISTANT BONNIE L. COYLE Professional services rendered as follows: Cash Advances: 01/02/02 - Heather Barbour, bring down search. 01/04/02 - Postage, certified mail to DPW. 01/21/02 - Postage, certified mail to creditor. 01/29/02 - Postage, certified mail to creditor. 40.00 3.75 3.75 3.75 Total cash advances _ 01/02/02 - Review real estate information; memo to Heather; review file; various correspondence. 3.0 01/03/02 - Various correspondence; office conference with Jim; review various information and correspondence. 4.0 01/04/02 - Reviewing Medicaid and other debt information; various correspondence; office conference with Jim and Barb. 3.5 01/07/02 - Telephone conference with Peoples Life (2); letters to Peoples Life and Zimmer; office conference with Jim; letter to Buzz Wolfe; distribution and letter to clients. 3.0 01/08/02 - Telephone conference with Barb and John. . 8 01/09/02 - Review Abstract from Heather; letter to Buzz Wolfe; receive information from DPW and letter to clients; receive information from Monumental; telephone conference with Monumental; letter to clients; telephone conference with Barb and Jim. 1.8 $ 51.25 Dale F. Shughart, Jr. February 1, 2002 Page 2 01/11/02 - Preparing paperwork for life insurance; telephone conference with Zimmer; office conference with Jim and Barb. 01/14/02 - Telephone conference with Jim and Frank Loney; preparing stock and life insurance information; letter to clients; office conference with Alysa Loney. 01/15/02 - Office conference with client; various correspondence and reconciliation of checkbook; receive checks on life insurance; deposit and disburse. 01/16/02 - Prepare Notices and related letters; telephone conference with Buzz Wolfe. 01/18/02 - Telephone conference with Hospital; office conference with Barb and Jim; various correspondence and telephone conferences. 01/21/02 - Various correspondence. 01/22/02 - Telephone conferences with Jim (2) . 01/23/02 - Office conference with Jim; comprehensive letter to clients; balance checkbook. 01/25/02 - Telephone conference with Barb. 01/28/02 - Pay Sentinel bill; letter to client and Grandson, James Sabol; telephone conference with Florida DMV and Jim; fax to Florida DMV; telephone conference with Jefferson Pilot; contacting life insurance companies on Dr. Sabol. 01/29/02 - Various correspondence; telephone conference with Jim. 01/30/02 - Letter to clients and pay Waste Management. Total hours - Total fee at $165/hr. Total fees and cash advances - Fees to Date: 01/02/02 - $ 3,514.50 02/01/02 - $ 6,220.50 $ 9,734.50 1.5 2.4 3.0 2.0 2.0 1.5 .6 4.0 .2 2.9 1.2 ----.c..L 37.7 $6,220.50 $6,271.75 DALE F. SHUGHART, JR. ATTORNEY AT LAW 35 EAST HIGH STREET SUITE 203 CARLISLE, PENNSYLVANIA 17013 Telephone 17171241-4311 Facsimile (717) 241~4021 OF COUNSEL HAMILTON C. DAVIS LEGAL ASSISTANT BONNIE L. COYLE January 2, 2002 John R. Sabol and James B. Sabol, Executors Estate of Betty J. Sabol, deceased TO: . Dale F. Shughart, Jr., Esquire EIN: 25-1802515 Professional services rendered as follows: Cash Advances: 12/17/01 - Register of Wills, probating Will. $ 144.00 12/20/01 - Postmaster, certified mail to DPW. 3.75 12/21/01 - Postmaster, certified mail to 10.00 Zimmer. (2 letters) 12/21/01 - Register of Wills, 2 Short Certificates. 6.00 01/02/02 - Register of Wills, 2 Short Certificates. 6.00 Total cash advances - $ 169.75 12/16/01 - Preliminary conference with clients. 12/17/01 - Organizing papers; office conference with clients; probating will. 12/18/01 - Review papers; telephone conference to Peoples Insurance; organize file; various correspondence. 12/19/01 - Office conference with client; various telephone conferences and correspondence. 12/20/01 - Telephone conferences with clients and Buzz Wolfe; information from Fran Zimmer. 12/21/01 - Review file; various telephone conferences; conference with clients. 12/28/01 - Review information from John; fax from Fran Zimmer; fax to Zimmer; fax from M & T; letter to Department of Revenue. Total hours - 2.5 2.0 5.0 6.0 1.0 3.0 L..L 21.3 Total fee at $165/hr. Total fees and cash advances - $3.514.50 $3,684.25 . , '. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANce TAX RETURN RESIDENT DECEDENT ESTATE OF Sabol, Betly J. FILE NUMBER 21-01-01139 Include unrelmbursed medical expenaee. ITEM NUMBER I 10 11 12 13 14 15 DESCRIPTION AMOUNT 13.75 Checks written before death, clearing after death. # 1161 - Borough of Carlisle, sewer and water 2 PP&L, heat and electric 1,050.82 3 Darlene Moyer, 200 I school district real estate taxes 1,791.37 4 Darlene Moyer, 200 I school district, personal taxes 11.10 5 Reader's Digest, account balance 19.37 6 Borough of Carlisle, sewer and water 27.37 7 The Animal Inn, pet care 195.50 8 The Sentinel, classified ad 26.78 9 Carlisle Regional Medical Center, medical bills 834.41 Alan Mira, M.D., medical bill 17.50 RWC Corp, medical bill 19.39 Highland Tire, car repairs 142.77 Harbold's Ford, vehicle repair 154.94 Sprint, phone bill 154.08 Publisher's Clearing House, account balance 16.10 TOTAL (Also enter on Line 10, Recapltuletlon) 4,475.25 " '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Sabol, Betty J. FILE NUMBER 21-01-01139 I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Sandra Sabol 790 Buttonwood Drive Merritt Ilsland, FL 32953 RELATIONSHIP TO DECEDENT DQ_Not L1al.T!'U.,",.) AMOUNT OR SHARE OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Granddaughter Ring ($1,200) and $2,500 cash. 2 James B. Sabol East Park Lane Cocoa Beach, FL 32931 Grandson Desk ($40) and $2,500 cash. 3 Judy Earley 457 Burgners Road Carlisle, PA 17013 Friend $500.00 4 Edward Shearer P. O. Box 476 Carlisle, P A 17013 5 John R. Sabol 47 M Baltimore Street Glen Rock, PA 17327 Friend $500.00 Son Amethyst ring ($125) and one-half residue. S.. CDntinuaUon Schadula(a' allachad n. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE Enter dollar amounts for distributions shown above on lines 15 through 17. as appropriate, on Rev 1500 cover shee:t ~ B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET . , '. SCHEDULE J BENEFICIARIES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sabol, Betty J. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 6 James B. Sabol 790 Buttonwood Drive Merritt Island, FL 32953 Son FILE NUMBER 21-01-01139 RELATiONSHIP TO DECEDENT Do Not U.t Tnrstee("s) AMOUNT OR SHARE OF ESTATE Desk ($150) and one-half residue. Page 2 of Schedule J ~ , LAST WILL AND TESTAMENT OF BETTY J. SABOL I, Betty J. Sabol, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and Testament and revoke all wills and Codicils previously made by me. ITEM I: I direct that my legally enforceable debts and funeral expenses, together with the expenses of the administration of my estate, including any state, federal or other death taxes payable because of my death, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I bequeath the following sums of money and items of tangible personal property to the following individuals: A. My Amethyst ring unto my son, John R. Sabol, provided he shall survive me by thirty (30) days; B. The large antique school desk unto my son, James B. Sabol, provided he shall survive me by thirty (30) days; C. My tenth anniversary diamond ring given to me by my husband, Dr. John B. Sabol, now deceased, which I wear on my ring finger, unto my daughter-in-law, Beatrice L. Sabol, provided she shall survive me by thirty (30) days. ~~ ~,~~ ~ . ""' D. The sum of $2,500 and my yellow gold diamond ring which I wear on my third finger of my left hand unto my granddaughter, Sandra Sabol, provided she shall survive me by thirty (30) days; E. The sum of $2,500 and the large doctor's desk in the office unto my grandson, James Sabol, provided he shall survive me by thirty (30) days; F. The sum of $500 unto our friend, Judy Earley, in appreciation for the many services she has so graciously performed for us, provided she shall survive me by thirty (30) days; and G. The sum of $500 unto our friend, Edward Shearer, provided he shall survive me by thirty (30) days. ITEM III: I devise and bequeath the rest, residue and remainder of my estate of every nature and wherever situate in equal shares unto my son, John R. Sabol, and my son, James B. Sabol, absolutely. ITEM IV: I appoint my sons, John R. Sabol and James B. Sabol, Executors of this my last Will and Testament. Should either of my said sons fail to qualify or cease to act as Executor, my other son shall act as sole Executor of this my last Will and Testament. ITEM V: I direct that my personal representative, as well as their successors, shall not be required to give bond for the ~ 'd' ~l>>-L--- , . . ., faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~ day of October, 2000. ~~.~ Bet y ~ Sabol [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, published and declared by Betty J. Sabol, the Testatrix therein named, as and for her last Will, 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. ~m-- . .. . COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Betty J. Sabol, Dale F. Shughart, Jr. and Heidi Foreman, the Testatrix and the 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 purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~ :l~a~ Subscribed, sworn to and Betty me M 3?6J-1- J. Sabol the Testatrix, Dale F. Shughart, Jr., day of October, 2000. acknowledged before me by and subscribed and sworn to before and Heidi Foreman, witnesses, this ~IUL -.. L. COYU, IlOl'MY PUIIUC - CII'_IIU,-"LAND COUNTY MY 'V.. J' ON IIICItfRa OCT08... 11 2002 ~;/~( Notary ubl~c 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 SHUGHART DALE F JR 35 EAST HIGH STREET SUITE 203 CARLISLE, PA 17013 __nun fold ESTATE INFORMATION: SSN: 179-12-4249 FILE NUMBER: 2101-1139 DECEDENT NAME: SABOL BETTY J DATE OF PAYMENT: 04/15/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/14/2001 NO. CD 001067 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $943.44 I I I I I I I I TOTAL AMOUNT PAID: $943.44 REMARKS: JOHN R SABOL C/O DALE F SHUGHART ESQUIRE CHECK# 1048 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS \, Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Sabol, Betty 1. No. 21 - 01 - 01139 also known as Date of Death 12/14/2001 , Deceased Social Security No. 179-12-4249 John R. Sabol James B. Sabol ffie-PersonafRepreSElnfatrv-etsf of the" above-Estate;- deceased,verlfy thatthelte"m-s.appe,irfng-rnthefuflowlng-lnventorY include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. IIWe understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. ~~:;~hu~m'k E~~.._ ____..~u~:::::s:::~~~O~ASJJ ----.-"--.."----~-----------._-- Signature: ~esK'!)ab~~~-~~~ I.D. No.: Attorney: Address: 35 E. High Street, Suite 203 Address: 47 M Baltimore Street Glen Rock, PAl 17327 Carlisle, P A 17013 Telephone: (717) 241l-4311 Telephone: Dated: .'!i.1JJ)~ - Personal Prope~ 800 shares Carlisle Companies, CUSIP #142339-10-0 27,300.00 20 shares PUBCO, CUSIP #744378-605 180.00 Cash on hand. 1,002.00 Jewelry, furniture, furnishings and household items, value based upon appraisal ofIBIS Appraisal Services, attached. (Note: 10th anniversary diamond ring bequeathed to Beatrice L. Sabol in ITEM IIC of Will could not be loc:ated and is presumed lost or stolen during decedent's fmal illness.) 3,880.00 1988 Ford Crown Victoria S. Sedan, LTD, value based upon Kelley Blue Book, attached. 1,475.00 First Union Certificate of Deposit #247412046469780 Principal ~ 15,518.97 Accrued interest - 2.89 15,521.76 (Attach additional sheets if necessary) Total Penonal Property and Real Estate $248,284.24 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Sabol, Betty 1. No. 21-01-01139 also known as , Deceased Date of Death 12/14/2001 Social Security No. 179-12-4249 Jefferson Pilot, Account #9730002294 Principal 41,311.43 Accrued interest 50.55 41,361.98 M & T Bank, checking account #435341 3,663.78 M & T Bank, saavings account #15004200113980 Principal 3,800.90 Accrued interest .98 3,801.88 M & T Bank, C.D. #31003910531738 Principal 12,085.03 Accrued iinterest 289.78 12,374.81 Banker's Life, check on hand. 6.91 Banker's Life, refund of medical insurance premium 497.19 Carlisle Companies, Dividend checks on hand (4). 656.00 Tax proration on sale of home. 1,084.09 Time Magazine, subscription refund 13.26 State Farm, refund of homeowner's insurance premium 136.78 Keystone Insurance, refund of premium. 6.84 Monumental Life, Policy #W953333283 1,481.50 People's Benefit Life, Policy #0105U47755 2,000.00 People's Benefit Lif, Policy #01OXo60594 '.lU~) ., .~'-, 1,840.46 Real Estate Total Personal Property \.1(1.\.j Z.O. 6 --~: ((; S L G_ - - ~ $118,284.24 Land and improvements located in the Third Ward of the Borough of Carlisle, known and numbered as 510 South College Street, Carlisle, P A 17013 and having.ef1lX Pracel #04-22-0483-02. Value based upon actual sale price. Copies of Deed and HUD-1 Settlement Statement attached. 130,000.00 Total Real Estate $130,000.00 , '\. /7-02'/-6 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP [01-02> 05-27-2002 SABOL 12-14-2001 21 01-1139 CUMBERLAND 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN J BETTY P"l :~) oJ 31 .Ci) JR ESQ ,,- DALE F SHUG~IART STE 203 35 E HIGH ST CARLISLE Allount Rellitted PA 1~Ol;3, 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=i54j-Ex-AFP-(O~f=o2Y-NoYicE--oF-YNHEiii;:ANcE-YAx-APPRAisEi"-ENT~--A[i-oWANCE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SABOL BETTY J FILE NO. 21 01-1139 ACN 101 DATE 05-27-2002 ) CHANGED TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (~ichedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notlls Recei vable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Asse'~s 130.000.00 27.480.00 .00 .00 85.482.28 .00 .00 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. (1) (2) (3) (4) (5) (6) (7) 242,962.28 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expem.es/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgagll Liabilities/Liens (Schedule l) 11. Total Dedul:tions 12. Net Value I)f Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value I)f Estate Subject to Tax 46,521. 65 4,475.25 (11) (12) (13) (14) (9) (10) 50.996 90 191,965.38 .00 191,965.38 NOTE: If an assl!ssment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect f:Lgures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX:: 15. Allount of LinlEl 14 at Spousal rate (15) 16. Allount of LinlEl 14 taxable at Lineal/Class A rate (16) 17. Allount of LinlEl 14 at Sibling rate (17) 18. Allount of LinlEl 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 190,965.38 X 045 = 8,593.44 .00 X 12 = .00 1,000.00 X 15 = 150.00 (19)= 8,743.44 ,,<;..<;....- l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-11-2002 t:DOO0942 390.00 7,410.00 04-15-2002 t:D001067 .00 943.44 TOTAL TAX CREDIT 8,743.44 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( 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.) . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS. AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-150l) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Vear Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7Z .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7Z .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUftBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21-&8-1139 01 ESTATE OF BETTY J. SABOL LATE OF BOROUGH OF CARLISLE FIRST AND FINAL ACCOUNT OF JOHN R. SABOL AND JAMES B. SABOL, EXECUTORS DATE OF DEATH: LETTERS GRANTED: FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS ACCOUNTING FOR THE PERIOD: December 14, 2001 December 18, 2001 January 7, 2002 December 14, 2001 to July 3, 2002 Purpose of the Account: John Executors, offer this accounting with the transactions that administration. R. Sabol and James B. Sabol, to acquaint interested parties have occurred during their The Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Dale F. Shughart, Jr., Esquire 35 East High Street, Suite 203 Carlisle, PA 17013 (717) 241-4311 Attorney for Estate -1- SUMMARY OF ACCOUNT AND INDEX Principal Paqes Receipts Gains and Losses on sales or other dispositions Less Disbursements Reserves Balance Before Distributions Distributions to Beneficiaries 2,3,4 4 4,5,6,7 7 7 8,9 principal Balance for Distribution 9 Income Receipts Less Disbursements Income Balance for Distribution Combined Balance For Distribution 9,10 10 10 10 Proposed Distributions to Beneficiaries 10 RECEIPTS OF PRINCIPAL Real and Personal Property Cash: 1. Cash on hand. 1,002.00 2. First Union Certificate of Deposit #247412046469780 Principal - 15,518.97 Interest - 2.89 15,521.76 3. Jefferson pilot, Account #9730002294 Principal - 41,311.43 Accrued interest - 50.55 41,361. 98 4. M & T Bank, checking account #435341 3,663.78 5. M & T Bank, savings account #1504280113980 Principal and accrued interest 3,800.90 6. M & T Bank, C.D. #31803910531738 Principal and accrued interest 12,085.03 7. Banker's Life, check on hand. 6.91 -2- 8. Banker's Life, refund of medical insurance premium. 497.19 9. Carlisle Companies, Dividend checks on hand (4). 656.00 11. Tax proration on sale of home. 1,084.09 11. Time Magazine, subscription refund 13.26 12. State Farm, refund of homeowner's insurance premium 136.78 13. Keys1:one Insurance, refund of premium. 6.84 14. Monumental Life, Policy #W953333283 1,481.50 15. People's Benefit Life, Policy #0105U47755 2,000.00 16. People's Benefit Life, Policy #010X060594 1,840.46 17. Ewin~3' Brothers, refund 34.00 18. Publisher's Clearing House 4.69 Tanqible Personal Property: 1. Jewelry, furniture, furnishings and household items, value based upon appraisal of IBIS Appraisal Services. 3,880.00 2. 1988 Ford Crown Victoria S. Sedan, LTD, valUE~ based upon Kelley Blue Book. 1,475.00 Debts owed Estate: -0- Stocks and Bonds: 800 shares Carlisle Companies, CUSIP #142339-10-0 27,300.00 20 shares PUBCO, CUSIP #744378-605 180.00 -3- Realtv: Land and improvements located in the Third Ward of the Borough of Carlisle, known and numbered as 510 South College Street, Carlisle, PA 17013 and having Tax Parcel #04-22-0483-02. Value based upon actual sale price. Copies of Deed and HUD-I Settlement Statement attached. Gains (Losses) on sale and other Disbursements: Loss on sa.le of PUBCO (dod value $180. sale price 150.50) TOTIDJ RECEIPTS OF PRINCIPAL DISBURSEMENTS OF PRINCIPAL Checks written before death, clearing after death #1161 - Borough of Carlisle, sewer and water 12/19/01 - PP&L, electric 12/19/01 - Darlene L. Moyer, Tax Collector, school tax 12/19/01 -- Reader's Digest, paYment 12/19/01 - Borough of Carlisle, utility bill 12/19/01 - Darlene L. Moyer, school, personal 12/19/01 -- Ewing Brothers Funeral Home, funeral 12/19/01 -- Waste Management, trash dumpster 12/20/01 -- Sollenberger's, transfer tags 12/20/01 -- The Animal Inn, dog kennel 12/20/01 - Carlisle Glass, window repairs 01/02/02 -- Chimney Sweep System, chimney 01/03/02 -- Orrstown Bank, fee for checks -4- 130,000.00 (29.50) $248,002.67 13.75 888.82 1,791.37 19.37 27.37 11.10 2,595.00 350.00 22.00 195.50 100.70 116.55 54.25 01/09/02 .- Orrstown Bank, fee for checkbook 01/04/02 - PPL, electric 01/04/02 - The Sentinel, classified ad 01/04/02 .- Dale F. Shughart, Jr., fees 3,514; costs 169.75 01/04/02 - Carlisle Regional Medical Center, hospital 6/11/01 01/04/02 - Alan Mira, M.D., doctor bill 01/04/02 .- RWC Corp., medical bill 01/04/02 .- George's Flowers, flowers 01/10/02 - Highland Tires, car repair 01/10/02 - Harbold's Ford, car repair 01/11/02 - David Sheibley, trash removal 01/14/02 - Highland Tire, car repair 01/14/02 -- Orrstown Bank Service Charge 01/15/02 - Publishers Clearing House 01/15/02 - Sprint, phone bill 01/15/02 -- IBIS Appraisal Service, personal property appraisal 01/15/02 -- James B. Sabol, reimburse car expense 01/18/02 - David Sheibley 01/21/02 -- Chester Raudabaugh, plumbing 01/21/02 -- Borough of Carlisle, sewer and water 01/21/01 - Sprint, phone 01/21/02 -- Taylor Rental, Ryder truck 01/22/02 -- David Shelley, move and loan furniture -5- 27.50 162.00 26.78 3,684.25 791.99 17.50 19.39 106.00 59.20 52.60 300.00 83.57 7.00 16.10 51.78 382.50 102.34 125.00 55.00 7.77 102.30 882.74 100.00 01/26/02 .- David Sheibley, lawn completion and shrubs 125.00 01/22/02 - Hilton Lock Service, door keys 46.11 01/23/02 - Carlisle Regional Medical Center, medical bill 42.42 01/28/02 .- The Sentinel, advertise Letters 93.83 01/30/02 - Waste Management, trash removal 74.00 02/01/02 .- Cumberland Law Journal, advertise Letters 75.00 02/01/02 .- Dale F. Shughart, Jr., legal fees 6,220.50; costs 51.25 6,271.75 02/04/02 - PPL, electric 162.00 02/08/02 - Waste Management, trash removal 352.11 02/20/02 - Publishers Clearing House, account balance 4.69 02/26/02 .- Borough of Carlisle, sewer and water 16.08 02/26/02 - Sprint, phone bill 49.16 03/04/02 .- Dale F. Shughart, Jr., legal fees, 3,184.50; 3,302.10 costs, 117.60 03/04/02 - PPL, electric, bill 162.00 03/08/02 .- Register of Wills, Agent, estimated inheritance taxes 7,410.00 03/12/02 .- Wolfe & Shearer, realtor's commission 7,800.00 03/12/02 .- Gilbert's Pest Control, termite treatment 1,902.70 03/12/02 - Recorder of Deeds, realty transfer tax 1,300.00 03/12/02 - Borough of Carlisle, final water and sewer bill 23.53 03/12/02 .- Darlene Moyer, Tax Collector, co/boro r.e. 748.77 03/15/02 - PPL, final electric bill 584.68 03/22/02 - Sprint, final phone bill 2.79 -6- 04/01/02 -. Dale F. Shughart, Jr., fees 2,128.50; costs 59.12 04/03/02 -. James B. Sabol, reimburse expenses 04/03/02 -- John R. Sabol, reimburse expenses 04/05/02 -. Register of Wills, Agent, balance inheritance taxes 04/15/02 - Register of Wills, filing and probate fees 04/15/02 -. John R. Sabol, reimburse expenses 05/02/02 -- Computer Share Investor Services, bond 05/12/02 -. Dale F. Shughart, Jr., legal fees, 1,600.50 and costs, $6 06/03/02 -- Dale F. Shughart, Jr., legal fees, 643.50; and costs $33.28 06/20/02 -. TA Bocs Health Products, supplies Subtotal - Reserve for the following Expenses: Final attorney fees. Account and Fiduciary Income Tax Returns per Inheritance Tax Return. Subtotal: TOTAL DISBURSEMENTS OF PRINCIPAL PRINCIPAL BALANCE BEFORE DISTRIBUTIONS -7- 2,187.62 1,867.11 1,090.79 943.44 180.00 100.00 30.00 1,606.50 676.78 33.97 $ 52,614.02 709.00 1,000.00 $ 1,709.00 $ 54,323.02 $193,679.65 John R. Sabol PRINCIPAL DISBURSEMENT TO BENEFICIARIES. Amethyst ring One-half personal property Cash, equalize distribution of car to James B. Sabol 400 shares Carlisle Companies Proceeds from 10 shares of PUBCO Cash distributions: 01/07/02 .- 02/08/02 04/15/02 06/27/02 5,000.00 5,000.00 21,181.00 3,500.00 Total disbursements to John R. Sabol Desk James B. Sabol One-half personal property 1988 Ford Crown Victoria S. Sedan, LTD 400 shares Carlisle Companies Proceeds from sale of 10 shares PUB CO Cash distributions: 01/07/02- 02/08/02- 04/15/02- 06/27/02- 5,000.00 5,000.00 21,181.00 3,500.00 Total disbursements to James B. Sabol -8- 1,182.50 125.00 1,475.00 13,650.00 75.25 34,681.00 $ 51,188.75 150.00 1,182.50 1,475.00 13,650.00 75.25 34,181.00 $ 51,213.75 Sandra Sabol, granddauqhter Total distributions to Sandra Sabol 1,200.00 2,500.00 $ 3,700.00 Ring Cash James Sabol, qrandson Desk Cash 40.00 2,500.00 Total distributions to James Sabol $ 2,540.00 Judy Earley, friend Cash $ 500.00 Edward Shearer, friend Cash $ 500.00 TOTAL DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES $109,964.50 TOTAL DISBURSEMENTS AND DISTRIBUTIONS $164,294.52 REMAINING BALANCE OF PRINCIPAL FOR DISTRIBUTION PER ACCOm~T STATED $ 83,715.15 ACCOUNTING ADJUSTMENT FOR ADDITIONAL FUNDS $ 322.00 REMAINING PRINCIPAL BALANCE FOR DISTRIBUTION $ 84,037.15 RECEIPTS OF INCOME Interest: 1. Northern Trust Account, #973002294 123.96 2. M & T Savings Account, #15004200113980 .12 3. M & T C.D. #31003910531738 2.59 4. First Union C.D. #247412046469780 34.63 -9- 5. Orrsto~m Bank, checking account #108005787 to 6/14/02 6. Orrsto~m Bank savings account #108800244 to 6/25/02 Di vidends :~ Carlisle Companies 03/01/02 - dividend TOTAL INCOME DISBURSEMENTS OF INCOME: NONE DISTRIBUTIONS OF INCOME: NONE REMAINING BALANCE OF INCOME FOR DISTRIBUTION COMBINED BALANCE FOR DISTRIBUTION PROPOSED DISTRIBUTIONS TO BENEFICIARIES AFTER ACCOUNT CONFIRMATION JOHN R. SP~OL, 50% residuary beneficiary under Will JAMES B. SABOL, 50% residuary beneficiary under Will TOTAL PROPOSED DISTRIBUTIONS -10- 18.41 512.12 168.00 $ 859.83 -0- -0- $ 859.83 $ 84,896.98 $ 42,448.49 $ 42,448.49 $ 84,896.98 John R. Sabol and James B. Sabol, co-Executors of the Estate of Betty ~r. Sabol, deceased, hereby declare under oath that they have full)( and faithfully discharged the duties of their office; that the foregoing First and Final Account and Schedule of Distribution is true and correct and fully discloses all significant transactions occurring during the accounting period, that all known claims against the Estate have been paid in full, that to their knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. a~~6: ~c1 ~ ?/James B. Sabol, co-Executor Sworn a~. subs crib this 5~~_ day of .~~ me, , 2002. ~ NOTMIAL SIAL BONNIE L COYLl, NOTARY PUBLIC BOIIIO Oil CAAUSLa, CUMBERLAND COUNTY MY 'COMMISSION ~RES OCTOBER 17 2002 -11- ~ !:~~ ~c's:;:-'~ ff i~ 0 I , -,' '.- ~ 4S. ~;~:,~. \I'(\::r :: 1 };;3~g .. !"8 ~g ..'. ~ i :s ? tilll 2:~)IUr!IJ ~_~ !Uiil~h ~ ~.' .~. .... i ~ i I ~ I: 9. ~..-.~.' 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Sabol I Date of Dea h: December 14, 2001 Admin. No. 1-01-1139 Pursua t to Rule 6.12 of the Supreme Court Orphans' Court Rules, I re ort the following with respect to completion of the administrat on of the above-captioned estate: 1. whether administration of the estate is complete: X No 2. If the answer is No, state when the personal representa.tive 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 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 X 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 is report. Dal F. Supreme 35 East High Street, 203 Carlisle, PA 17013 (717) 241-4311 Counsel for Personal Representative Date: September 24, 2002