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.
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Glen Rock, PA 17327
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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 { ~ ~ ~_~
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If'1) . . .' a '-v~;"-k~, ~ 0 . a
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""" James B. Sabol
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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/+
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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
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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.
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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
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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.
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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
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Notary ublic
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CERTIFICATION OF NOTICE UNDER RULE 5.~(a)
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Name of Decedent: Betty J. Sabol
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Date of Death:
December 14, 2001
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Estate No. 21-01-1139
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To the Re~jister:
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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.
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The personal representatives of the Decedent ~~e: N
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John R. Sabol
47 M Baltimore Street
Glen Rock, PA 17327
(717) 249-2928
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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.
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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
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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
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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
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'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
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Before IOU bUI a NEW CAR...
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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 .
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-=_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-
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STATUS REPORT UNDER RULE 6.12
I
Name of Dec,dent: Betty J. 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