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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2 1 -05 0 9 2 3
""'CQijNTYCOOE -VEAR- - - NuMaER- -
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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S on Earhart Patt A
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
SOCIAL SECURITY NUMBER
1 6 8 - 2 6 - 3 067
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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5/23/2005 8/19/1934
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
D 3. Remainder Return (date of death priorle 12-13-82)
D 5. Federal Estate Tax Return Required
9-. 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
[X] 1. Original Return
o 4. limited Estate
[Xl 6. Decedent Died Testate (Attach copy of Will)
D 9. litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a living Trust (Attach copy orTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1.95)
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Brid et M. Whitle 17 S. Second Street
FIRM NAME (If Applicable)
Skarlatos & Zonarich LLP 6th Floor
TELEPHONE NUMBER
717 233-1000 Harrisbur PA 17101-
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole.Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) (10)
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)
109,930.00
OFFICIAL USE ONLY
,
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1,925.00
11,075.89
- --I -~
(8)
122,930.89
18,897.00
14. Net Value Subjectto 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
0.00 X _(15)
104,033.89 X .045 (16)
$0.00 X .12 (17)
0.00 X .15 (18)
(19)
(11)
(12)
(13)
18,897.00
104,033.89
(14)
104,033.89
16. Amount of Line 14 taxable at lineal rate
0.00
4,681.53
0.00
$0.00
4,681.53
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
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
· 4719-B Charles Road
'l:
CITY
Mechanicsburg
STATE
PA
ZIP
17050-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
$4,681.53
Total Credits (A + B + C)
(2)
$0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
$0.00
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)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
$0.00
$4,681.53
$4,681.53
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 lZl
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 !Xl
c. retain a reversionary interest; or ...................................................................................................... 0 !Xl
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 lZl
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 lZl
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.
472 Spruce Road, New Cumberland
PA 17070
DATE
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ADDRESS
Bridget . Whitley, Esquire, c/ Skarlatos & Zonarich LLP
17 South Second Street, Sixth Floor
PA 17101
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. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (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 retum 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. 99116(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. 99116(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. 99116(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-15D2 EX + (6-98)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Spong Earhart Patty, A 21 05 0923
All real property owned solely or as a tenant in common must 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 seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real orooerty which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
109930.00
4719-8 Charles Road
(Cumberland County Assessment)
TOTAL (Also enteron line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
109930.00
REV-1508 EX + (6-98)
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Spong Earhart Patty A
FILE NUMBER
21 05
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.
0923
DESCRIPTION
ITEM
NUMBER
1.
1996 Chevrolet Lumina 4D Sedan
(per Kelly Blue Book Private Party Value attached hereto as Schedule E)
2.
Household goods and personal property
VALUE AT DATE
OF DEATH
1425.00
$500.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
.
1 925.00
REV-1509 EX + (6-98)
.*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Soong Earhart. Patty A
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21 05
0923
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Richard V. Spong
B Kerry Spong
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JOINTLY-OWNED PROPERTY:
ADDRESS
43 Wetherburn Road
Enola, PA 17025
472 Spruce Road
New Cumberland, PA 17070
RELATIONSHIP TO DECEDENT
Son
Son
LETTER DATE DESCRIPTION OF PROPERTY '10 OF 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 JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. M&T Bank Checking Account No. 15422461 (per $21,193.66 50. $10,596.83
verification attached hereto as Schedule F)
B. M& T Bank Checking Account No. 85408654 (per $958.11 50. $479.06
verification attached hereto as Schedule F)
TOTAL (Also enter on line 6, Recapitulation) $ 11 075.89
(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
ESTATE OF
Spon9 Earhart. Patty. A
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21
05
0923
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Parthemore Funeral Home $8,805.00
2. Royers Flowers - Flowers for funeral $366.00
3. M in ister IOrg a n istlSolo ist $250.00
4. Funeral Luncheon $946.00
5. Memorial Headstone $1,578.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees Skarlatos & Zona rich LLP $2,500.00
3. Family Exemption: (If decedent's address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills $317.00
5. Accountanfs Fees
6. Tax Return Preparers Fees Final Income Tax Return $900.00
Fiduciary Income Tax Return
7. Register of Wills - Oath of Executor in Dauphin County Court House $15.00
8. Stamps for Memorial Issue $37.00
9. Real Estate Taxes 4819-8 Charles Road $1,030.00
10. Monthly condo upkeep expense (May through November @ $304 per month) $2,128.00
TOTAL (Also enter on line 9, Recapitulation) $ 18.872.00
(If more space is needed, insert additional sheets of the same size)
eov.,,,, ".".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
SDona Earhart Pattv A 21 05 09?3
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY Do Not List Trustee(s) OFEST A TE
1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Richard V. Spong Lineal
43 Wetherburn Road One-Fourth Residue
Enola, PA 17025 $26,008.48
2. Kerry Alan Spong Lineal
472 Spruce Road One-Fourth Residue
New Cumberland, PA 17070 $26,008.47
3. Vicki L. Schofield Lineal
4719-B Charles Road One-Fourth Residue
Mechanicsburg, PA 17055 $26,008.47
4. Robert J. Spong Lineal
1622 Oakhall Drive One-Fourth Residue
Brentwood, TN 37027 $26,008.47
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 I1- 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)
ESTATE OF PATTY A. SPONG EARHART
FILE NO. 21 - 05 - 0923
INHERITANCE TAX RETURN - SCHEDULE A
01
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10 -).I-()J 71 -371 UJf'
SPECIAL WARRANTY DEED
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,-'~I")Lt:I'\LAiD COUN~Y!PA
02 APR 8 Pfl12 35
THIS DEED
Made the
1 .iv-Z
7' day of
~J
, in the year of our Lord
Two Thousand and Two (2002),
BETWEEN RICHARD V. SPONG, married person, grantor, party of
the first part,
and
PATTY A. SPONG, previously known as PATTY A. EARHART, single
person, grantee, party of the second part.
WITNESSETH, that the said party of the first part, for and
in consideration of the sum of One Dollar ($1.00), lawful money
of the United States unto him well and truly paid by the said
party of the second part, the receipt whereof is hereby
acknowledged, does hereby grant, bargain, sell, alien enfeoff,
release, convey and confirm unto the said party of the second
part, her heirs and assigns:
ALL THAT CERTAIN Unit, being Unit No. 18 (the "Unit"), of St.
Mark's Place, A Condominium, located in Hampden Township,
Cumberland County, Pennsylvania, which Unit is designated in the
Declaration of Condominium of St. Mark's Place, A Condominium
(the "Declaration of Condominium") and Declaration Plats and
Plans as recorded in the Recorder's Office of Cumberland County
in Misc. Book 364, Page 642 and plan Book 58, Page 31, as amended
in Misc. Book 367, Page 16 and Plan Book 58, Page 108, and as
further amended in Misc. Book 378, Page 690 and plan Book 60,
Page 53.
TOGETHER with an undivided 4.17% interest in Common Elements as
more particularly set forth in the aforesaid Declaration of
BOOK 251 PAGE 772
.. -
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Condominium and Declaration Plats and Plans.
TOGETHER with the right to use the limited common elements
applicable to the Unit being conveyed herein pursuant to the
Declaration of Condominium and Declaration Plats and Plans.
BEING the same premises which Patty A. Spong, previously known as
Patty A. Earhart, single person, by deed dated October 2, 1998,
and recorded on October 7, 1998, in the Office of the Recorder of
Deeds in and for Cumberland County, Pennsylvania, in Deed Book
186, Page 884, granted and conveyed unto Richard V. Spong,
married person, the Grantor herein.
UNDER and subject to any and all covenants, conditions,
restrictions, rights-of-way, easements and agreements of record
in the aforesaid Office, the aforesaid Declaration, and matters
which a physical inspection and survey of the Unit and Common
Elements would disclose.
THE GRANTEE, for and on behalf of the Grantee and the Grantee's
heirs, personal representatives, successors and assigns, by the
acceptance of this Deed, covenants and agrees to pay such charges
for maintenance, repairs, replacements and other expenses in
connection with the Common Elements, and the Limited Common
Elements appurtenant to said Unit, as may be assessed against
him, her, then, it, or said Unit, from time to time by the
Executive Board of the St. Mark's Place Condominium Association
in accordance with the Uniform Condominium Act of Pennsylvania,
and further covenants and agrees that the Unit conveyed by this
Deed shall be subject to a lien for all amounts so assessed
except insofar as Section 3407(c) of said Uniform Condominium Act
may relieve a subsequent Unit Owner of liability for prior unpaid
assessments.
This covenant shall run with and bind the land or Unit hereby
conveyed and all subsequent owners thereof.
THIS IS A TRANSFER BETWEEN SON AND MOTHER AND IS, THEREFORE,
EXEMPT FROM REALTY TRANSFER TAX.
TOGETHER with all and singular the hereditaments and
appurtenances thereunto belonging or in anywise appertaining and
the reversions and remainders, rents, issues and profits thereof;
and all the estate, right, title, interest, property, claim and
BeOK 251 P.~CE ?'i3
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demand whatsoever of the said party of the first part, in law,
equity or otherwise of, in, and to the same and every part
thereof.
TO HAVE AND TO HOLD the above described premises with the
appurtenances unto the said party of the second part, her heirs'
and assigns, forever.
AND the said party of the first part will warrant specially
the property hereby conveyed.
IN WITNESS WHEREOF, the said party of the first part has
hereunto set his hand and seal the day and year first above
written.
Signed, Sealed and Delivered
in the presence of
;IJ~~~ L
}
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BOO~: 251 PAGf ~14
(Seal)
(Seal)
(Seal)
(Seal)
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Commonwealth of Pennsylvania }
} ss.
County of ~~ }
On this, the ~ day of ftprd. , A.D. 2002, before me,
a Notary Public, the undersigned officer,
personally appeared Richard V. Spong, known to me (or
satisfactorily proven) to be the person whose name is subscribed
to the within instrument, and acknowledged that he executed the
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
Notarial Seal
Lisa Conway, Notary Public
Susquehanna Twp., Dauphin CountY
My Commission Expires Mar. 24, 2003
My Commission EXPires:312~/D3
I HEREBY CERTIFY that the precise residence of the Grantee
is: 4719B Charles Road, Mechanicsburq, PA 17055.
~~i.
Attor~y for Grantor
Commonwealth of Pennsylvania
}
} ss.
County of
RECORDED on this
in the Recorder's Office of
Page
day of , A.D. 20
t1rcsa~d County in Record Book
ertlfy ill j S Ie he '""('01- .i. 1.
In C .~ ,~" U:.X
urnherl.anrl r, 1 .Dr:.::
and the sear o:c--t'"he---tS1c!J:iqy w~ice, the
~:,:~t...,.~~ ~
Recorder
Recorder of Deeds
Given under my hand
date above written.
BOOK 251 P.'GE 775
ESTATE OF PATTY A. SPONG EARHART
FILE NO. 21 - 05 - 0923
INHERITANCE TAX RETURN - SCHEDULE E
Kelley Blue Book - Private Party Pricing Report - Chevrolet, Lumina
. Kelley Blue Book
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ESTATE OF PATTY A. SPONG EARHART
FILE NO. 21 - 05 - 0923
INHERITANCE TAX RETURN - SCHEDULE F
.rl:1 M&rBank
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
October 27,2005
Skarlatos & Zonarich LLP
Attorneys At Law
17 South Second Street, 6th Floor
Harrisburg, Pennsylvania 17101-2039
\
Re: Estate of' Patty A SoonS!
Social Security: 168-26-3067
Date of Death: Mav 23, 2005
Dear Sir or Madam:
Per your inquiry dated October 20, 2005, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1.
Type of Account
Checking Account
Account Number
15422461
Ownership (Names of)
Patty A Spong, Richard V Spong *
Opening Date
11/09/98
Balance on Date of Death
$21,193.66
Accrued Interest
$
0.00
Total
$21,193.66
2.
Type of Account
Checking Account
Account Number
85408654
Ownership (Names of)
Kerry Spong, Patty A Spong *
Opening Date
OS/28/84
Balance on Date of Death
$958.11
Accrued Interest
$ 0.00
Total
$958.11
Please be advised, there was no safe deposit box found for the above decedent. * For further account information,
regarding ownership, closures and/or reimbursement of funds, etc., please call the West Shore Plaza Office # 717-
255-2271.
Sincerely,
~~~
Nancy Clagett
Records Management
ESTATE OF PATTY A. SPONG EARHART
FILE NO. 21- 05 - 0923
INHERITANCE TAX RETURN
LAST WILL AND TESTAMENT/FIRST CODICIL
L..... OFFICES
SERRATELl.I, SCHIFFMAN, BROWN & CALHOON, P.c.
..~]
,2080 LINGLESTOWN ROAD
HARlUSBURG,PA 17110-9670
,,/
/
,.-/
FIRST CODICIL TO THE LAST WILL AND TEST AMENT OF
PATTY ANN SPONG EARHART
I, PATTY ANN SPONG EARHART of Cumberland County, Pennsylvania, do make,
publish and declare this to be my First Codicil to my Will dated February 7, 1996.
1) "FIFTH' shall be revoked and replaced as follows:
I hereby nominate, constitute and appoint my son, RICHARD V. SPONG, and my son,
KERRY ALAN SPONG, as Co-Executors ofthis, my Last Will and Testament, and I do
direct that no bond shall be required of such Co-Executors hereunder. My said Co-
Executors shall have full power at their discretion to do any and all things necessary for
the complete administration of my estate, including the power to sell at public or private
sale and without order of Court, any real or personal property belonging to my estate, and
to compound, compromise or otherwise to settle or adjust any and all claims, charges,
debts and demands, whatsoever, against or in favor of my estate, as fully as I could do if
living.
2) I hereby ratify ard confirm my said Last Will and Testament except in so far as any
part thereof is revoked or modified by this Codicil.
. ~
I hereby set my hand to this First Codicil to my Will dated February 7, 1996 on the II -
day of ~,,~
, 1999 at Harrisburg, Dauphin County, Pennsylvania.
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PAT~ANNSp6N EA RT
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The foregoing instrument was in our presence, signed by PATTY ANN SPONG
EARHART and declared by her to be the First Codicil to her Will dated February 7, 1996. We,
at her request, and in her presence and in the presence of each other, all being present at the same
time, have hereunto subscribed our names as witnesses on thisd$"" day of n
1999.
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residing at :3 b 0 s G'o (F V. C.W fJ /!..
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STATE OF PENNSYL VANIA:
:ss:
COUNTY OF DAUPHIN
I, PATTY ANN SPONG EARHART, having been duly qualified according to law,
acknowledge that I signed the foregoing instrument as my First Codicil to my Last Will and
Testament, and that I signed it as my free and voluntary act for the purposes therein expressed.
\~;/&#~~J.
AT ANN SPO EAR1IART
We, having been duly qualified according to law, depose and say that we were present and
saw PATry Al'i""N SPONG EA RHART sign the foregoing instrument as her First Codicil to her
Last Will and Testament, that she signed it as her free and voluntary act for the purposes therein
expressed; that each of us in her sight and hearing and at her request signed the Codicil as
witnesses; and that to the best of our knowledge she was at that time 18 or more years of age, of
sound mind and under no constraint or undue influence.
~~
Witness
Ltv1~st. ~-
Subscribed, sworn to or affirmed,
and acknowledged before me by the
above-named Testatrix and by the
witnesses whose names appear
above on 9o..p ;;1. F , 1999.
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NOTARYPUBLIC 0' -
Notarial Seal
Debra A. Evangelisti, NotarY J'ublic
Susquehanna Twp., Dauphin County
My Commission Expires May 7, 2000
My Commission Expires:S- -7 -2.. oO?:J
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LAST WILL AND TESTAMENT OF
PATTY ANN SPONG EARHART
I, PATTY ANN SPONG EARHART, of Hampden Township, Cumberland
County, Pennsylvania, being of sound mind and memory, do make,
publish and declare this my Last Will and Testament, hereby
revoking and making void any and all wills by me heretofore made.
FIRST:
I order and direct that all of my just debts and
funeral expenses be paid by my hereinafter named Co-Executors as
soon after my death as may be found convenient.
SECOND:
I give, devise and bequeath my condominium located
at 4719B Charles Road, Mechanicsburg, Pennsylvania, as more fully
set forth in the Deed which is recorded in the Office for the
Recording of Deeds in and for cumberland County, Pennsylvania, in
Deed Book R, Volume 36, Page 1138, to my son, RICHARD V. SPONG; my
daughter, VICKI LYNN SCHOFIELD; my son, KERRY ALAN SPONG; and my
stepson, ROBERT J. SPONG, in equal shares. In the event that any
of the aforementioned individuals should predecease me survived by
issue, I direct that his or her share be given to his or her issue,
per stirpes.
THIRD:
All the rest, residue and
real, personal and mixed, of whatever
situate, which I may own or have the right to dispp
time of my death I give, devise and bequeath to my son',
SPONG; my daughter, VICKI LYNN SCHOFIELD; my son, KERRY ALAN SPONG;
and my stepson, ROBERT J. SPONG, in equal shares.
In the event
that any of the aforementioned individuals should predecease me
survived by issue, I direct that his or her share be given to his
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FIFTH:
intentionally not left any portion of my
~~ghter, PATRICIA ANN WALKER.
I hereby nominate, constitute and appoint my son,
RICHARD V. SPONG, and stepson, ROBERT J. SPONG, as Co-Executors of
this, my Last Will and Testament, and I do direct that no bond
shall be required of such Co-Executors hereunder.
My said Co-
Executors shall have full power at their discretion to do any and
all things necessary for the complete administration of my estate,
including the power to sell at public or private sale and without
order of Court, any real or personal property belonging to my
estate, and to compound, compromise or otherwise to settle or
adjust any and all claims, charges, debts and demands, whatsoever,
against or in favor of my estate, as fully as I could do if living.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last will and Testament, this}-:J.Ii day of FJ.v~1 ' 1996.
, /J.g tf/U?P~~ (SEAL)
Patt:-i;G/spong Earhart'
Signed, sealed, published and declared by the above named
Testatrix as and for her Last will and Testament, in the
of us, who at her request and in her presence and in the
of each other have hereunto subscribed our names as
...
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It
INVENTORY
, Deceased
No. 21 05 0923
Date of Death 5/23/2005
Social Security No. 168-26-3067
Estate of Patty Ann SponQ Earhart
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 inventory. I/We
verify that the statements made in this inventory are true and correct. I/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: BridQet M. Whitley
I.D. No.: 33580
SponQ, Richard V.
43 Wetherburn Road Enola 17025-
Dated 02-22-2006
Address: 17 South Second Street Sixth Floor
HarrisburQ
Telephone: (717) 233-1000
PA 17101-
Description
Value
1996 Chevrolet Lumina 40 Sedan
per Kelly Blue Book Private Party Value
1425.00
4719-B Charles Road
(Cumberland County Assessment)
$109,930.00
Total
$111,355.00
(Attach Additional Sheets if necessary)
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.
RW-4
SKAJRLA '][(]8 & WNAmffi UP
ATTORNEYS AT LAW
SKARLATOS & ZONARICH BUILDING
17 SOUTH SECOND STREET, 6'" FLOOR
HARRISBURG, PENNSYLVANIA 17101-2039
(717) 233-1000
TELEFAX (717) 233-6740
WWW.SKARLATOSZONARICH.COM
WRITER'S EMAIL:
sharon@skar1atoszonarich.com
February 22, 2006
Office of Register of Wills
Cumberland County Court House
1 Courthouse Square
Carlisle, P A 17013
RE: Estate of Patty A. Spong Earhart
21-05-0923
Dear Sir or Madam:
Enclosed for filing is the Pennsylvania Inheritance Tax Return and Cumberland County
Inventory. Please time-stamp the copies and return to me in the enclosed, self-addressed and
stamped envelope.
Also enclosed is a check in the amount of$25.00 in payment of the filing fee and a check
in the amount of $4,681.53 in payment of the inheritance taxes.
Thank you.
Enclosures
A MEMBER OF LAWPACTTM - AN INTERNATIONAL ASSOCIATION OF INDEPENDENT BUSINESS LAW FIRMS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
2105-0923
EARHART PATTY ANN SPONG
02/23/2006
02/22/2003
CUMBERLAND
OS/23/2005
SPONG RICHARD V
43 WETHERBURN ROAD
ENOLA, PA 17025
_hh___ fold
ESTATE INFORMATION:
SSN:
FILE NUMBER:
DECEDENT NAME:
DATE OF PAYMENT:
POSTMARK DATE:
COUNTY:
DATE OF DEATH:
REMARKS:
CHECK# 691
SEAL
168-26-3067
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
INITIALS: MG
RECEIVED BY:
REGISTER OF WILLS
REV-1162 EX(11-96)
NO. CD 006361
AMOUNT
$4,681.53
$4,681.53
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS