HomeMy WebLinkAbout01-1179
PETITION FOn PROBATE and GRANT OF LETTERS
Estate of DOROTHY E. EBERLY
also known as
21-01-1179
No.
To:
Register of Wills for the
, Deceased. County of C,TJMRERLAND in the
Social Security No. 162-50-6081 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioller(s), who is/are 18 years of age or older an the execut:>r
in the last will of the above decedent, dated m-:r. 11. 1 Q7f.
and codicil(s) dated
named
, 19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in CUMBERLAND County, Pennsylvania, with
hER last family or principal residence at 100 MOUNT ALLEN DRIVE
MECH!\.NICSBTTRG TTPPER ALLEN TOWNSHIP
(list street, number and muncipality)
Decendenh then 90 ~ears of .aJZe..Tdi.ed LJ ~OVEMRER 30.2001 , 19
at 100 MOuNT AL:f:EN DRIVE, MECffAl~IcSB K .
Except as foliows, decedent did not marry, was not divorced and did not have a child born or adopted
after execlltklit 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 dornidled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ no. 000
$
$
$
none
WHEREFORE, petitioner(s) respectfully requestCs) the probate of the last wiII and codicil(s)
preoc;ented herewith and the grant of letters TEST~TARY
(testamentary; administration c.I.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF I:JERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUM~ERLAND
The petitioner(s) above-named swear(~) 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 deceder.r peiitioner(s) will well and truly administer the estate according to law.
Sworn .to or affirmed and subscribed { *;;I-!l fL4~ ~
before me this 20th day of ~
~ .~ iJ(lBt?12r 1+ /:=-J,2,e(cL.,r' .
, Y'> <'''J-~; - yR:;r,.; , , I !
No. 21-01-1179
Estate of
DOROTHY E EBERLY
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW DECEMBER 28 ~ 2001, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
lT IS DECREED that the instrument(s) dated DECEMBER 11, 1976
described therein be admitted to probate and filed of record as the last will of
DOROTHY E EBERLY
TESTAMENTARY
ROBERT A EBERLY
and Letters
are hereby granted to
~7 ~/u~~)A2e)4~/
gister of Wills (/
FEES
Probate, Letters, Etc. .........
Short Certificates( )..........
Renunciation ................
x-pages
JCP
$ no.oo
$ 6.00
$ 5.00
$ 3.00
).00
TOTAL - $ 289.00
.DEC... .20.,. .200J.. . . .... . . . .... . . .. .
JOHN MEAKIN
ATTORNEY (Sup. Ct. 1.0. No.)
MARKET SQUARE BLDG,
ADDRESS
Filed
MEC,HANTC,SBlJRG. PA
PHONE
766-3173
MAIL TO ATTORNEY
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21-01-1179
LAST WILL AND TESTAMENT OF DOROTHY E. EBERLY
I, DOROTHY E. EBERLY, of the Borough of Mechanicsburg, County
of Cumberland and State of Pennsylvania, being of sound and dis-
posing mind, memory and understanding, do make, publish and de-
clare this my Last Will and Testament, hereby revoking and making
void any and all prior Wills by me at any time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses
as soon after my decease as the same can conveniently be done.
2.
I give and bequeath all my vehicles and chattels to my husband,
Paul E. Eberly, if he survives me.
3 .
In the event my husband, Paul E. Eberly, survives me, I give,
devise and bequeath the rest, residue and remainder of my estate,
real and personal, to The First Bank and Trust Company of Mechanics-
burg, Pa., in trust, nevertheless, to invest and reinvest the corpus
and to pay the income to Paul E. Eberly, at least quarterly, for
life. When my husband, Paul E. Eberly, dies, the trust shall cease
and determine and the corpus together with any undistributed in-
come as of the date of death shall be paid in equal shares to my
two children, Charles R. Eberly and Robert A. Eberly.
4.
In the event my husband, Paul E. Eberly, predeceases me, I
give, devise and bequeath my entire estate to my two children, Charles
R. Eberly and Robert A. Eberly, absolutely and in fee simple.
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I nominate, constitute and appoint my husband, Paul E. Eberly,
to be the Executor of this my Last Will and Testament, and in the
event he should predecease me or for any reason be unwilling or
unable to act as such, then I nominate, constitute and appoint my
two children, Charles R. Eberly and Robert A. Eberly, to be the
Executors of this my Last Will and Testament in his place and
stead; they shall convert my entire estate to cash reserving to
each of them the right to take items of furniture, utensils, dishes,
etc., in kind at the appraised value as part of their distributive
shares. Should either Executor be unwilling or unable to act as
such, the other shall be the sole Executor of this my Last Will
and Testament.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
---/)1)1- day of December, 1976.
,r' GD /-'
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Dorothy Ej Eberly/I
U
(SEAL)
Signed, sealed, published and declared by the above named
Dorothy E. Eberly, as and for her Last Will and Testament, in the
presence of us who have subscribed our names hereto as witnesses,
at the request of said testatrix, in her presence and in the
presence of each other.
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21-01-1179
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
JOHN M. EAKIN
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that HE WAS present and saw
DOROTHY E ERFRT.'(
the testat RTX , sign the same and that HE signed as a witness at the
request of testatRIX in tj::R presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)). ~ -? ,
Sworn to or affirmed and subscribed before ~ 1v1, ~
me this 20th day of JOHN EAKIN (Name)
DECEMBER Mk~ MARKE SQUARE BLDG MECHANICSBURG PA
7/)'~/ ?f'U';lbJ)~ .J/q...~ (Address)
, T Register.
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~GI~R OF WILLS OF CUMBERLAND COUNTY
. ~:oATH OF NON-SUBSCRIBING WITNESS
RORFR'T' A EBERl.Y
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
HE IS familiar with the signature of DOROTHY E. EBERLY
codicil
will
testatRIX- of (one of the subscribing witnesses to) the
that HE
presented herewith and
codicil
believes the signature on the will is in the handwriting of
DOROTHY E. EBERLY
to the best of HIS knowledge and belief. 9 ~
Sworn to or affirmed and mbscribed before K ~ .Ii /
me this 20th day of ROBER'- EBERLlName)
~DECEMBER l,2001 203 EAST COOVER ST. MECHANICSBURG, PA
/9L1f7~~"~4H)4!;)~~..~o/ (Address)
Register cf ...
(Name)
(Address)
RENUNCIA TION' ~
21-01-1179
In Re Estate of
Dorothy E. Eberly
deceased.
To the Register of Wills of
C1lTnh~rl Rnn
County, Pennsylvania.
The undersigned
ChRrlp~ R Eberly
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
f'1J.dinA!. ')4~.Jn L
~ r ";~~I~J
A~
be issued to
Robert A. Eberly
WITNESS
my
. J/+-
hand thiS;:" J1 day of Dec.emher
.192001 .
(Signature)
728 NANTAHALA SHORES
TOPTON. NC I 28781
(Address)
(Signature)
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REV-1500.
INHERITANCE TAX RET'URN
RESIDENT DECEDENT
'*' COMMONWEALTH OF
, PENNSYLVANIA
. €' 'illO, ;) DEPARTMENT OF REVENUE
, DEPT 280601
" ,HARRISBURG, PA 17128-0601
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DECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL)
!,:berly, Dorothy,E. _ __ _ _ __'' , __,
_. D~:::;:A~f:(M;~:Y;~~L, _ _-l^~:~::~R:IM: ,DO ::A;)1
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INIIIAL)
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GJ1. Original Return
D 4. Limited Estate
~ 6, Decedent Died Testate (Mad! copy of Willi
o 9. Litigation Proceeds Received
o 2. Supplemental Return
[J 4a. Future Interest Compromise (dale of de~th ~11P.r 1?-1?-82)
[] 7, Decedent MaintClined {J Living TrustlAllachcopvnfTrUSf)
[] 10 Spousal Poverty Credit (d~te 01 ffe~111 helwePI! 1J-31-91 ~~d 1.1.95)
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CTION MUll! ElE CoMPLETED. ALL CORR spoNbENcE A 1:1 co 11:1
NAME COMPLE IE MAILING ADDRESS
___ _-.-l.ohn..I-h...Ea kt"---____,
FIRM NAME (II Applil)'lble)
()rnC'^lln~r: (\~,ljY
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FILE NUMBER
2 1 _ 0 1 1 1 7 9
COUNIYCODE YEAR ~IUMBER
SOCIAL SECURITY NUMBER
162 -- 50 6081
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (d~fe of deRlh prior to 12-13--82)
o 5. Federal Estate Tax Return Required
8, Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Atlarh S~h 0)
TELEPHONE NUMBER
717-766-3172
1 West Main Street
Mechanicsburg, PA 17055
1- Real EglatB (Sc!ledule 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
Z (Schedule E)
0 6. Jointly Owned Property (Schedule F)
~ o Separate Billing Requested
:J 7. InterNivos Transfers & Miscellaneous Non-Probate Property
!:: (Schedule G or L)
a..
c( 8. Total Gross Assets (total Lines 1-7)
U Funeral Expenses & Administrative Costs (Schedule H)
W 9
0::
10 Debts of Decedent, Mortgage Liabilities, & liens (Schedule I)
11 Total Deductions (total Lines 9 & 10)
12, Net Value of Estate (Line 8 minus Line 11)
(1)
(2) $207,850.84
(3)
(4)
(5)
(6)
(7)
(9) _.-----.1... 7 64. 00 _
(10)_ULill.no......
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made {Schedule J)
14. Net Value Subject to Tax (line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Une 14 taxable atlhe spousal tax
rate, or transfers under Sec. 9116 (a)(1 ,2)
,,0,._ (15)
16. Amount of Line 14 taxable allineal rale
$l9-3A4o-.-ll4--,.-~- ,04S-_ (16)
17 Amount of Line 14 taxable at sibling rate
x .12
18. Amount of Line 14 taxable at collateral rate
,15
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
,; h BEt llURETO ANSWER ALL QUI!S 0 S
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6FFic'ALu~\, ONLy
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~ $207,850.84
(11) 1? 404 nn
(12) --~446. 8/1
(13)
(14)
$lQ<;,4.4fi.R4
$R,]Q<; 11
(17)
(1B)
(19)
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Decedent's Complete Address:
STREET ADDRESS
CITY
~_~__-1Q~Mt-"_Al1en Drive
M h
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Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Paymenls
A. Spousal Poverty Credil
B. Prior Payments
C. Discount
(1) $8,795.11
folal Credits (A + B + C) (21
3. InteresUPenalty if applicable
D. Interest
E. Penally
TotallnleresUPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
A. Enter the interest on the tax due.
(5) $8,795.11
(5A)
5. If Line 1 + Line 3 is greater than line 2, enter the difference. This is the TAX DUE.
(5B) _Uhl2.,'1~,L~
Make Check Payable to: REGISTER OF WILLS, AGENT
~::f-~I~~:f!!j~'r~'Ii\~.:~~'K;":0jJ/:~.~,;::,Pt"W;:~if-\-1i,?~1!W~:?,.~"'Y~~~::~ -S!'f.!."~,",,,.. ,~ii~l'. ..~
B. Enter Ihe total of Line 5 + 5A. This is the BALANCE DUE.
....,".......-,.,~...".,...,.,'".,"""",.,-,~ ~,.,..~,~ ---
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APprOPRIATE BLOCKS
1. Did decedent make a transfer and:
a retain the use or income of the property transferred; ,.
b. retain the right 10 designate who shall use the property transferred or its income;...
C. retain a reversionary interest; or...
d. receive the promise for life of either payments, benefits or care?. . .................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ...
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?..
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .. . .............. .......... 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Yes No
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Under penalties of perjury, I declme that I have examined this return, including accompanying schedules ill,d <;tOller ,'I~. and to the best of my knowledge and belief, il is true, correcl
and complete
Declaration of preparerotiler than the personal represenlative is based on all information of which preparerl'ilSalij luwledge
iii.. """~'!'I'!I"
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 PS ~9116 (al (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 00/0 [72 P.S. ~9116 (a) (1.1) (ii)]
The st<1tute doe~_D.QL exemot a transfer to a surviving spouse from lax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even i'
the sUlviving spouse is the only beneficiary.
For dales of dealh on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceasprl - hirr! twenty-one years of age or younger at death to 01 l,j the use of a f1 . '11 parent, an adoptive parent
or a stepparenl of th.'I,ild is 0% [72 P.S. ~9tI6(a)(I.2)].
The tax rate Imposed on the net value of transfers to or for the use of ti,,' ,1,--,," iell:'C: lipoal beneficiaries is 4.5%, except as noted in 72 P.S 99116(1.2) [72 P.S. 99116{a)(1)]
The tax rate imposed on the net value of transfers to or for the use \,J deced:::ls siblings is 12% [72 P,S 99116(a)(1.3)1. A sibling is defined, under Section 9102, as at
individual who has at least one parent in common with the decedent, whether by blood or adoption.
"""~""I'''I.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RE' URN
RESIDENT DECEDENf
SCHEDULE B
STOCKS & BGNDS
ESTATE OF
FilE NUMBER
Dorothy E. Eberly
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
21-01-1179
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
PNCBank, successor trustee to The First Bank
bf Mechanicsburg, Trust Agreement dated March
See attached accounting of trustee, attached,
date of death value of the trust assets
and Trust Company
10, 1992. (attache,).
which reports the
207,850.84
TOTAL (Also enler on line 2, Recapitulation) $ 207 850.84
III "1m" Cln:lrA 1<1. nt>t>rll'ld illr.nr1 ;:l(ldilinn~l.hee\s of thn !':arne si7e)
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TIlE F I_RS-'-l'--1l.bJfK._AN!L_T.R!,J~,:!'_. CQ.MP AlL'i
OLMEC.IIANLC~aPRG .._E~NNSYLVbNIA
TRUST AGREEMENT
CC(0)~y
This TRUST is established between The First Bank and Trust
Company, Mechanicsburg, FA as Trustee and the undersigned as
Settlor. The Settlor hereby grants and conveys to the Trustee all
right, title and interest in the casll amount indicated below and
to any other assets or liabilities set forth on Schedule "A", which
may be attached to and made parI: of this agreement, IN TRUST,
NEVERTHELESS, to hold and manage in accordance with the terms and
provisions set forth herinbelow.
In managing these
and any other assets subsequently
transferred to this TRUST, the Trustee is charged with the
following duties:
keep the assets safely; use the care and
attention which a reasonable prudent man would devote to the
management of his own financial affairs considering the economic
condi tions of the time; advise the Settlor monthly of the past
month's transactions and the valuation of assets held at month end,
and annually of any necessary information for the preparation of
the Settlor's tax returns; transfer the net income each month to
the principal of the TRUST for reinvestment, to or for the use of
the Settlor, to the Settlor's checking account as indicated below.
In addition to those powers granted by law, the Trustee may
exercise
the following powers in order to perform the above
receive proceeds from the sale, maturity, call or
duties:
conversion of TRUST assets; invest in and buy or sell assets
(inclUding real or personal property, mutual funds, common
investment funds, obligations, deposit accounts wi th The First Bank
and Trust Company of Mechanicsburg, PA and stock of its affiliate
PNC Financial Corp) subject to the Settlor's guidelines indicated
below; borrow money at reasonable rates and pledge TRUST assets as
colla teral should it be prudent to do so; pay any necessary
expenses, including reasonable Trustee's compensation; allocate
transact ions between income and pr incipal as the 'rrustee deems
best; and handle routine matters according to the Trustee's best
judgement, including but not limited to making timely exchange of
temporary issues [or permanent, executing proxies or voting shares,
buying or selling fractional shares, and exercising holding or
selling warrants representing rights received in corporate
recapitalizations or reorganizations.
The Settlor may alter or amend this TRUST in any way provided
that such change does not result in making the TRUST irrevocable
or creating dispositive provisions to take effect at or after the
Settlor's death. The Settlor may add to or withdraw from the
TRUST'S income or principal at any time, subject only to providing
reaSOlillble notice. 1~e TRUST shall terminate upon the Settlor's
death of the last surviving Settlor and undistributed income being
paid into the Settlor's estate. 'l'he Trustee may expend TRUST
income or principal in behalf o[ the settlor at his discretion or
in behalf of any named beneficiary to the extent of his beneficial
interest. Only the Settlor shall have the power to assign or
encumber his interest in the TRUST or otherwise cause its assets
to become liable for the payment of a beneficiary's personal
obligation or debt. The Trustee is responsible for losses caused
by its gross negligence but not for other losses such as, but not
limited to, those created by fluctuation in market valuations. The
Trustee is not required to account to anyone, except as described
above, unless expressly directed in writing by the Settlor or his
personal representative. Either party may terminate this TRUST at
any time, subject only to providing reasonable notice.
J-1lVESTUEN'l' GUJ;D~LJ.NES
% 'l'Clxable bonds
% Tax exempt bonds
% Common stocks
_/~~_ % Trustee's discretion
1- N~smE.-1'RI\!:!SF!':R
,//
For reinvestment
To
CheCk..:;;' . J l\jC To address shown
.--1_ ?L~- /0 /9:1' cL
Dae of l\~reement
BY ~~(,~ ~rs~;~ and Trust Co.
l\ttorney-in-Fact for Dorothy Eberly
under power of Attorney Agreement
dated t~il 15'083 ,
BY: ~I ,,)O/~
Maria . Tompkin Trust Officer
INITIl\L CASH DEPOSIT $--------------
PCJFoJ:I1Y _E!J!'!1-:JY-----------------~-
Name
H.l.9 2.=2 0 -:2.9_8.l.
social security Number
--cc}~~)ft/d,~~<v
l\tEe,,( ~.<---
l\ccepted By:
The First Bank and Trust Co.,
Mechanicsburg, PA
"y ^","~~t:}~
ONLY YOUR ATTORNEY C^N PROVIDE LEG^L ^DVICE
Dllte of DA8.th:
Valulltion Date:
Proc9!!1sing Date:
11/.10/2001
11/30/2001
12/19/2001
Shares
or Par
Securi ty
Description
l'
525 AT&T CORP (001957109)
NYSE
11/30/2001
21
168 AT&T WIRELESS SVCS tNe (00209AI06)
NYSE
11/30/2001
31
528 BELLSOUTH CORP (079860102)
NYSE
11/30/2001
.,
10040.4 BLACKROCK FOg (091928564)
INTER GVT INST
NASDAO
11/30/2001
51
2980.156 BLACRROCR FOS (091928606)
MANAGED INSTt
NASDAQ
11/30/2001
61
420 SBe COMMUNICATIONS IHC (78387G103)
NYSE
11/30/2001
71
494 VERIZON COMMUNICATIONS (92343V104)
NYSE
11/30/2001
Total value:
Total Accrual:
Total: $201,850.84
Estate Valuation
8igh!^8)c
Low/Bid
11.85000
14 . 60000
38.75000
37.75000
47.73000
Page 1
17.35000 A/L
13.85000 H/L
37.97000 H/L
10.49000 Bid
10.58000 Bld
37.20000 H/L
'6.90000 H/L
btate of: DOROTH! E EBERL!
Report Type: Date of Death
Number of Securitiea: 7
File 10: 2052009
Hean and/or Div and Int
Adjustments Accruals
17.600000
14.225000
39.360000
10.'90000
10.580000
37.475000
47.315000
Security
Value
$0.00
9,240.00
2,389.80
20,254.08
105,323.90
31,530.05
15,739.50
23,373.61
$207,850.8'
This report WllS produced with EstateVal, i!l product of Estate Valuations' pricing Systems, Inc. If you have questions,
pIeue contact EVP SY8tems at (818) 313-6300. (Revision 6.3.3)
nF:V.1511 EXt (12-99}
1l't~iJ-.
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
21-01-1179
ESTATE OF
Dorothy E. Eberly
Debts of decedent must be reported on Schedule 1.
FILE NUMBER
-~_.,---------~_.". -_._--~---- -
ITEM
NUMBER - DESCRIPTION AMOUNT
.-..
A. FUNERAL EXPENSES:
1.
Myers Funeral Home $2,810.00
B. ADMINISTRATIVE COSTS:
1 Personal Representative's Commissions
Name 01 Personal Represenlalive(s) -
Social Security Number(s)/EIN Number of Personal Representalive(s)
Street Address -
City __ - --- -- - -----------. --------- -----..- Slate __no_no_Zip
Year(s) Commission Paid _.-,-- ----------
2. Attorney Fees
4,600.00
3. Family Exemption: (If decedent's address is no! the same as claimant's. allach explanation)
Claimant
Street Address
-
City ________ -- - ------ ---- ---- ----- - - State ------- __ Zip
Relationship of Claimanllo Decedent -- ---
4. Probate Fees 289.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Filing Fees 15.00
8. Reserved for Release Expenses 50.00
TOTAL (Also enter on line 9, Recapitulation) $ 7,764.00
- - ..----
(If more space is needed, insert additional st1eets of the same size)
REVI512EX.(19/1 f~
'r~~
~;"f.;:f; -?~
COMMmJWEALTH or PE'NNSYl VMM
IWlt:RIIANCE lAX RETURtJ
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
-----~-,-----
ESTATE OF
FILE NUMBER
Dorothy E. Eberly
21-01-1179
Include unreimbursed medical expenses.
ITEM
NUMBER
-----._-~-------------~-.~-~----- -
DESCRlf'Tlm1
--~---'-~-----._.._---------"-------- --
AMOUNT
4,640.00
I.
Messiah Village - Nursing Home Care
TOl AL (Also enter on line 10, Recapitulation) $ 4,640.00
(If more spacE is needed, insert additional sheets of 1I1€ same size)
""''''''''''''*
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
I.
SCHEDULE J
BENEFICIARIES
Dorot IV E. Eberlv
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1.
Charles R. Eberly
728 Nantahala Shores
Topton, NC
FilE NUMBER
21-01-1179
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not list Trustee(s) OF ESTATE
son
1/2 Residue
2.
Robert A. Eberly
203 E. Coover
Mechanicsburg, PA
son
1/2 Residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17. AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ElEC nON TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISl RIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
---.-..----~---,----,-------,-...-~-,-..--.,------__._._,.'_.._.,...__._______________ L....--.-__._~__"'__________
(If more space is needed, insert addilionRI sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
EAKIN JOHN M
MARKET SQUARE BUILDING
MECHANICSBURG, PA 17055
-------- fold
ESTATE INFORMATION: SSN: 162-50-6081
FILE NUMBER: 2101-1179
DECEDENT NAME: EBERL Y DOROTHY E
DATE OF PAYMENT: 04/01/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 11/30/2001
NO. CD 001019
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $8,795.11
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$8,795.11
REMARKS: JOHN M EAKIN ESQUIRE
CHECK#1047
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
~ //-~~y
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-13-2002
EBERLY
11-30-2001
21 01-1179
CUMBERLAND
101
'02
,'Ii\'! 17
;"" :ii I
JOHN MEAKIN
1 W MAIN ST
MECHANICSBURG
PA 17\.05:5
(:t:r
*
REY-1547 EX AFP (01-021
DOROTHY
E
Allount Rellitted
CHANGED
ll)
(2)
(3)
(4)
(5)
(6)
(7)
.00
207,850.84
.00
.00
.00
.00
.00
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i5'4j-EX-AFP-('OY=02Y-NoYicE--OF-YNHEifiTANCE-YA'jrAPPRA-isEHENT-,--AiDiwANCE-O-R"------------ - - ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EBERLY DOROTHY E FILE NO. 21 01-1179 ACN 101 DATE 05-13-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE:
(9)
1l0)
7,764.00
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
207,850.84
12.404 00
195,446.84
.00
195,446.84
00 =
045 =
12 =
15 =
.00
8,795.11
.00
.00
8,795.11
4.640.00
(11)
(12)
(13)
(14)
.00 X
195,446.84 X
.00 X
.00 X
(19)=
Kt:l,;t:.L1' I l+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
04-01-2002 CDOOI019 .00 8,795.11
TOTAL TAX CREDIT 8,795.11
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
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 MILLS, 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
Oecedent" [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:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 20% .000548 1992 9% .000247
1983 16% .000438 1993-1994 n .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 n .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 NU"BER 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.
~
v
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Dorothy E. Eberly
Date of Death: November 30. 2001
Will No.
21-01-1179
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the ab6ve-capLioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No.
the personal representative's account is:
(if any) for
None
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
( ... -c;'::'
yc~-j~ ~)) . (/ f-... hv-
Sig7arure
\..-i
John M. Eakin
Name (Please type or print)
Date:
1/ JLlvl t L.
I
Market Square Building, Mechanicsburg, PA
Address
( 717) 766-3172
Te 1. No.
Capacity:
Personal Representative
X
Counsel for personal
representative
(MAH:rmf/AM3)