HomeMy WebLinkAbout02-06-06
CALDWELL & KEARNS
A PROFESSIONAL CORPORATION
JAMES R. CLIPPINGER
CHARLES J. D<HART. III
JAMES D. CAMPBELL. JR.
JAMES L. GOLDSMITH
P. DANIEL ALTLAND
JEFFREY T. MCGUIRE.
STANLEY J. A. LASKOWSKI
DOUGLAS K. MARSICO
BRETT M. WOODBURN
RAY J. MICHALOWSKI
DOUGLAS L. CASSEL
-BOARD CERTIFIED CIVil TRIAL ADVOCATE
ATTORNEYS AT LAW
OF COUNSEL
RICHARD L. KEARNS
CARL G. WASS
3631 NORTH FRONT STREET
HARRISBURG. PENNSYLVANIA 17110-1533
THOMAS D. CALDWELL. JR.
(l928-2001l
January 30, 2006
717 - 232 -7661
FAX: 717-232-2766
thefirm@caldwellkearns.com
Office of the Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Leah L. Lobel
Dear Sir or Madam:
I am enclosing herewith the following items for recording:
1.
Two (2) copies
attachments.
of
the
Inheritance
Tax
Return,
with
2. Two (2) copies of an Inventory of real and personal property.
3. A check made payable to the Register of Wills in the amount of
$25 to cover the filing fee for the Inventory.
4. The face page of the Inheritance Tax Return and Inventory to
be clocked in and returned in the enclosed self-addressed,
stamped envelope which is enclosed herewith.
Thank you for your cooperation.
Very truly yours,
C:' /ll-~
Charles J. DeHart, III
CALDWELL & K~ARNS
CJDIII:nb
/Enclosures
cc: Robert Lobel
Diane Sakson
05-689/97821
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CALDWELL & KEARNS
A PROFESSIONAL CORPORATION
..JAMES R. CLIPPINGER
CHARLES ..J. DEHART. III
..JAMES D. CAMPBELL. ..JR.
..JAMES L. GOLDSMITH
P. DANIEL ALTLAND
..JEFFREY T. McGUIRE'
STANLEY ..J. A. LASKOWSKI
DOUGLAS K. MARSICO
BRETT M. WOODBURN
RAY ..J. MICHALOWSKI
DOUGLAS L. CASSEL
ATTORNEYS AT LAW
OF COUNSEL
RICHARD L. KEARNS
CARL G. WASS
3631 NORTH FRONT STREET
HARRISBURG. PENNSYLVANIA 17110-1533
THOMAS D. CALDWELL. ..JR.
1192B-20011
February 3, 2006
-BOARD CERTIFIED CIVIL TRIAL ADVOCATE
717-232-7661
FAX, 717-232-2766
thefirm@caldwellkearns.com
Office of the Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Leah L, Lobel
Dear Sir or Madam:
I am enclosing herewith a check made payable to you in the amount
of $5 to cover the additional filing fees in the above-referenced
estate.
Thank you for your cooperation.
0: trUl;:p ;;:-
charJ J. DeHart, II I
CALDWELL & KEARNS
CJDIII:nb
jEnclosure
05-689/97821
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REV-1500 EX '" (6-00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'*
. COMMONWEALTH OF
PENNSYL VANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
OFFICIAL USE ONLY
FILE NUMBER
A1--~5-illL~ Os...
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
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Lobel, Leah L.
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MMDD-Year)
09/28/2005 08/07/1917
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
None
72- 0 1 - 7 6 5
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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[X] 1. Original Return
o 4. Limited Estate
[X] 6. Decedent Died T estate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2 Supplemental Return
o 4a. Future Interest Compromise (dale of death after 12.12.82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
o 10. Spousal Poverty Credit (date of death between 12.31-91 and 1-195)
o 3. Remainder Return (date of death 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) (Attach Sch 0)
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THIS SECTION MUST BE COMPLETED. ALL CORRESPO~DENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Charles J. DeHart, III, Es uire 3631 North Front Street
FIRM NAME (Ii Applicable)
CALDWELL & KEARNS
TELEPHONE NUMBER
717 232-7661 Harrisbur PA 17110
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
OFFICIAL USE ONLY
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D)
(4)
(5)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
(7)
139,825.47
(6)
139,825.47
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
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)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(9)
(10)
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(8)
1,746.76
111.62
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 Line 14 taxable at the spousal tax
rate. or transfers under Sec. 9116 (a)(1.2)
19. Tax Due
X _(15)
137,967,09 X ,045 (16)
X .12 (17)
X .15 (18)
(19)
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
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(11)
(12)
(13)
1,858,38
137,967,09
(14)
137,967,09
6,208.52
6,208,52
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS -
5225 Wilson Lane
CITY I STATE T ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. T ax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
6,208.52
5.000.00
263.16
Total Credits (A + B + C)
(2)
5,263.16
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 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)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
945.36
945.36
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................... ................................ 0 [Xl
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 0
c. retain a reversionary interest; or .................... ......... ............ ............................................................. 0 [Xl
d. receive the promise for life of either payments, benefits or care? ................................................... .......... 0 [Xl
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration?...... ............................................. ........ ............. ............. .......... 0 [Xl
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 [Xl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 [Xl
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury. I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer ot than the persona represe ative is based on all information of which preparer has any knowledge
SIGNATURE OF P LE F ETURN
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DAJE
1/e1. q jor;.
ADDRESS
1009 Kristim Way
Lewisburg, PA 17837
SIGNATURE OF PRE PARER OTHER THAN REPRESENTATIVE
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3631 North Front Street
Harrisburg
133 Forest Drive
Camp Hill, PA 17011
ADDRESS
DATE
PA 17110
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. ~9116 (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 PS ~9116 (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. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)J.
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.
REV~ ''''eE': ".
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Lobel. Leah L.
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
PNC Bank Accounts:
(See attached statement)
A. Certificate of Deposit #31200184532
74,953.38
B. Certificate of Deposit #31500193029
17,305.53
C. Checking Account #5000978052
27,270.15
D. Savings Account #5000962253
11,584.06
2.
Wachovia Bank Certificate of Deposit #257410060312524
(See attached statement)
6,314.55
3. Furnishings - None - Nursing home
4.
Bethany Village - Nursing home refund
2,177.93
5.
Prepaid burial insurance refund
219.87
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
139,825.47
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Lobel. Leah L.
FILE NUMBER
If an asset was made joint within one year of the decedent's date of death, it must b1! reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. None
B
c
JOINTL V-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY '!oOF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTL Y.HELD REAL ESTATE VALUE OF ASSET INTEREST DECEDENT'S INTERES
1. A.
TOTAL (Also enter on line 6, Recapitulation) $
T
(If more space is needed, insert addijional sheets of the same size)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
FILE NUMBER
ESTATE OF
Lobel. Leah L.
This schedule must be completed and flied if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF lRANSFER Al1ACH A COPY OF THE DEED FOR REAl ESTATE VALUE OF ASSET INTEREST VALUE
(IF APPlICABLE)
1. None
TOTAL (Also enter on line 7 Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99).
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
ESTATE OF
Lobel. Leah L.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Gingrich Memorials - Grave marker inscription 40.00
2. Old Country Buffet - Funeral luncheon 154.76
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) Robert Lobel and Diane Sakson - Waived 0.00
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid
2. Attorney Fees Caldwell & Kearns 1,250.00
3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 302.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ 1,746.76
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX'> (6-98)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lobel. Leah L.
FILE NUMBER
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Bea Bonilla - Nursing aid
24.00
2.
Conner Rich Associates - Unreimbursed medical
13.77
3.
Alert Pharmacy - Unreimbursed medical
73.85
TOTAL (Also enter on line 10, Recapitulation) $
111.62
(If more space is needed, insert additional sheets of the same size)
'~'~"n""*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lobel Leah L
SCHEDULE J
BENEFICIARIES
FILE NUMBER
RELA TIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Robert Lobel Son $68,983.55
1009 Kristim Way
Lewisburg, PA 17837
2. Diane Sakson Daughter $68,983.54
133 Forest Drive
Camp Hill, PA 17011
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
II
~
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LAST WILL AND TESTAMENT
OF
LEAH L. LOBEL
I,
LEAH L. LOBEL,
of Mechanicsburg, Cumberland County,
Pennsylvania, being of sound mind, memory and understanding, do
make and publish this my Last Will and Testament, hereby revoking
and making void all former wills by me at any time heretofore made.
ITEM I.
I direct that all my just debts
and funeral expenses be fully paid and satisfied as soon as
conveniently may be after my decease.
ITEM II.
I give all of the rest, residue
and remainder of my estate unto my husband, Conrad Lobel, provided
that he is living on the thirtieth day after the date of my death.
ITEM III.
In the event my husband, Conrad,
does not survive me or does not survive me by said period of thirty
(30) days, I give all the rest, residue and remainder of my estate
unto my two (2) children, Diane Sakson and Robert Lobel, In equal
shares, or to their living issue per stirpes.
'I
.'
!
ITEM IV.
In
addition
to
the
powers
conferred by law, I authorize my Executor, In absolute discretion:
A. To retain In the form received, and to sell either at
public or private sale any real or personal property.
B. To manage real estate.
C. To invest and reinvest only ln forms of property defined
as legal investments according to the laws of the Commonwealth of
Pennsylvania.
D. To exercise any optional rights arising from ownership of
investments.
E. To compromise claims without court approval, and without
the consent of any beneficiary.
ITEM V.
It is hereby directed that my
Executor, hereinafter named, shall pay all inheritance, state,
succession and legacy taxes to which my estate or the transfer of
any property hereunder may be subject and to charge such tax as
part of the administration, payable out of my residuary estate.
2
'I
. .
"
.
.
ITEM VI.
nominate,
and
I
constitute
appoint my two (2) children, Diane Sakson and Robert Lobel, to be
and act as my co-Executors of this my Last will and Testament. No
personal representative or fiduciary appointed herein shall be
required to post bond or gIve any security.
IN WITNESS ~HEREOF,
~ ,
_L nave
llereLlllto
,ny hand
~,_ ,.J
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seal
t 11 i s
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beL
.s- day of
~1
1998.
~ 0e~~
LEAH L. LOBEL
(SEAL)
The preceding instrument, consisting of this, and two other
typewritten pages, was on the date thereof signed, published and
declared by LEAH L. LOBEL, 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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98-292/102249-1 { I ~._- if )
Residing at
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Residing at
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WACHOVIA
Reference 10: 1384476
Wachovia Bank N.A.
Balance Confirmation Services
POBox 40028
Roanoke, VA 24022-7313
October 17, 2005
CALDWELL & KEARNS
A TTORNEYS AT LAW
3631 NORTH FRONT STREET
HARRISBURG, PA 17110-1533
SUBJECT: Verification I Confirmation of Account and Balance Information provided for:
Customer: LEAH L LOBEL (SSN# 172-01-7165)
Date of Death: September 28, 2005
Deposit Account Information
Account
Type
Account
Number
Date of Death
Balance
Average
Balance*
Date
Opened
Maturity Interest Accrued YTD Date
Date Rate Interest Interest Paid Closed
CERTIFICA TE OF DEPOSlT
257410060312524
$6,303.3 7
2/23/2000
$11.18
$130.92
LEGAL TITLE: LEAH L LOBEL
* Due to system limitations, we can only provide a twelve month average balance on depository accounts.
No Safe Deposit Box fOlmd for customer.
* Date of death balance does not include accrued interest.
* If date of death occurrs on a weekend or a holiday, date of death balance docs not include any transactions that were
ji ma.de duri.ng th.at time p.enod. M--
. .. a
/AccA." I~ j/\.</ . '_
j,-"L/ '-'<./..;:./C', \.-< - v~/vl.--V'-v
---; Teresa Bennett -
Servicenter Associate
Phone: (540)563-7323
abs; tb
0000000614
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HOl)-15-2005 19:24
Pi'ICBRi'4K
412 758 3458
o PNCBAN<
November 16, 2005
Charles J. DeHart, III
3631 North Front Street
Harrisburg, PA 1711O~ 1533
RE: Estate of Leah L. Lobel, deceased
SSN: 172-01-7165
DOD: 9/28/2005
Dear Mr. DeHart:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Certificates of Deposit
Account #31200184532
Established 04/25/2000
LEAH L LOBEL
DOD balance: $74,923.26 + $30.12 accrued interest
Account #31500193029
Established 07/16/2000
LEAH L LOBEL
DODbalance: $17,285.92+$19,61 accrued interest
Checking Account
Account #5000978052
Established 09/15/1997
LEAH L LOBEL
000 balance: $27,269.69 + $.46 accrued interest
Savings Account
Account #5000962253
Established 09/15/1997
LEAH L LOBEL
DaD balance: $11,583.12 + $.94 accrued interest
Page I of2
P.01
...
NOV-15-2005 19:24
PNCBANK
412 768 3458
P.02
Please note that this office only provides date of death balances for deposit accounts
(!RAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
@)~~
Rachelle Wells
1-800-762-1775
P7-PFSC-04-F
500 first Ave.
PittsburghPA 15219
Page 2 of2
Member FDIC
TOTAL P.02
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of Leah L. Lobel
No.
05- OQ()5
, Deceased
Date of Death 9/28/2005
Social Security No. 172-01-7165
also known as
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate 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 Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventol"\'. l!We
verify that the statements made in this inventory are true and correct. l!We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: Charles J. DeHart, III, Esquire
I.D. No.: 15617
Robert Lobel
Diane Sakson
Address: 3631 North Front Street
Dated
Harrisburg
Telephone: (717) 232-7661
PA 17110
Description
Value
1. PNC Bank Accounts:
A. Certificate of Deposit #31200184532
74,953.38
B. Certificate of Deposit #31500193029
17,305.53
C. Checking Account #5000978052
27,270.15
D. Savings Account #5000962253
11,584.06
2. Wachovia Bank Certificate of Deposit #257410060312524
6,314.55
Total
(Attach Additional Sheets if necessary)
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139,825.47
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NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
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LAW OFFICES
CALDWELL & KEARNS
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
3631 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA 17110
OFFICE OF THE REGISTER OF WILLS
CUMBERLAND COUNTY ClXlR'IB:XJSE
ONE COURTHOUSE SOOARE
CAl~ISLE PA 1 7013
First Class Mail
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