HomeMy WebLinkAbout96-00220
PETIT!ON I'OR I)ROIIA n: and GRANT 01' U:rn:RS
E.l/UI,' 01 .,.; "j' . ,}-,,--J:\~_,G,-'=J._l!L! No, __c2L~~lI~_02ilO
ulm kllrlll'/I U.f ___,____,______ To:
__,_ _____, Rcgi'lcr of Wilh fur Ihc
. (J,.('(,u....", COIIIII)' of -,--,^-", ~ t. t...1 in Ihc
Sodul Srcurlly No. 1., 0 - ;3 p - Y 17:J Commoll\\'cllllh of I'cnnsylvanla
Thc pClilioll of thc IIl1dcl\igncd rc'pcclflllly rCl'rc\CIII' Ihlll:
Your pClilioncrl'), who i,/arc 1ft YCI'" of lIgc or oldcr lIJlp~ aCCIII.:.,
in Ihc la'l will of Ihc lIbo\'c dcccdcnl, dlllcd ----L1--..i!.~
and eodicll(,) dllled
nllmcd
,19~
(,UU~ rdr\anl dl(,lIl11\lanI.'C\, L',Il. h,l\tlndallnn, tkalh ur r\t\'lIlnr. rIC.)
I)ccelldelll WI1\ domiciled ill dClllh ill C... ~ ~ . _ L.. /
h I I 11I,1 family or principal re,id~nee al J J .1 .1 'J..)o. .
E~T !!ENN5IDRD :]1!JI!.'
111,1 \Uett, number and nltllu:ipalil)') ~~
Deecndenl,lhelL \' 3 years of IIge, dicd 1'1 (u.. L y I'f~ , 19 '16' ,
al-t\..,LV-5,..,~ II. <rot:. t , C<'~r 11 , L L f..., ,
'Exeeplll' follow" dcccdclIl did 1101 marry, Wll' 1101 <!ivoreed alld did nOI have a child born or adopted
afler exceulioll of II e will ofrered fur pfObale; was 1I01lhc viclim of a killing and was ncver adjudicaled
incompclclIl: ~ e
COllnly, Pcnnsylvania, wilh
"or Ev. t.., P... I 7D).,
.
I)eccndcnl al dcalh owned properly wilh cSlimaled valucs a' follows:
(If domiciled ill Pa.) All personal propCrl)'
(If nOI domiciled in Pa.) Personal properly ill Pennsylvania
(If nol domicilcd in I'a.) Pcrsonal propcrl)' in CounlY
Value of real \.'~H1IC in Pennsylvania
,i1ualed lI' follow,:
s IO~c1."o
s
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s 0
WHEREFORE. pClilioncr(,) rc'pcclfully requcsl(s) Ihc pfObalc of the lasl will and eodiciI(s)
pre'cnlcd hcrcwilh and Ihc gralll of ICllCrs_~ .'.., _ \..."t " q
. (tc~lamt'nHU)': adllllnimalion c,l.a.; admini\UDlion d.b.n.t.l.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEAI.TH (W PENNSYLVANIA } llS
COUNT\' OF CU'k ~<. L..J.
Thc pCliliollcrls) uhovc-Il,"m'u ",curl') or lIffirml') Ilmllhe 'lalCmCl1ls in Ihc forcgoing pelillon arc
Iruc ulld ~orr.'Cllo Ihc hc" "rlhc knowlcdgc alld hclief of pClilioner(s) and lhalas pcrsonal rcpresen-
ullivels) "I' Ihc ilhow dc~cdcl1l pClilioncr(,) will weiland Irul)' adminislCr Ihc C51aIC according to law.
Sworn III (~r affirmed ~nd 'lIh,eribcd {' /~">1~ d A ,/ t/ -// j- ~
hef"rc mc Ihl\ tJ~_ day of ~ rvr L \tVC'''7 ~.
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l.AW OFFl(;fS
YOFFE &. YOFFE, P.C.
SUITE 203 . 214 5ENA TE A VENUE
CAMP HILL. PA 11011
(111) 915-1838
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LAST WILL AND TESTAMENT OF GEORGE H. GILBERT
I, GEORGE H. GILBERT, of Cumberland County, Pennsylvania,
beinq of sound mind and memory, do make, publish and declare this my Last
will and Testament, hereby revokinq any and all wills by me heretofore
made.
FIRST: I direct that my funeral be conducted in a manner
correspondinq with my estate and situation in life, and that all my just
debts and funeral expenses be paid and satisfied by my Executor
hereinafter named, as soon as conveniently may be after my deceased.
SECOND: I qive, devise and bequeath to my sons, KENNETH J.
GILBERT and JOHN E. GILBERT, my coin and stamp collection.
THIRD: I qive, devise and bequeath to my son, KENNETH J.
GILBERT, my Pennsylvania Turnpike memorabilia collection.
FOURTH: I qive, devise and bequeath all of the rest, residue
and remainder of my estate, both real, personal and mixed. of whatsoever
kind and wheresoever situate, to my wife, SANDRA K. GILBERT; providinq
however, that she survives me for at least 60 days.
. FIFTH: As to any part of my estate that cannot be distributed
pursuant to any precedinq paraqraphs of this Will, I direct that the same
be divided into equal shares and distributed amonq my issue per stirpes.
SIXTH: Notwithstandinq anythinq herein to the contrary, as to
any share of my estate otherwise taken by my dauqhter, PATRICIA ANN
GILBERT, I direct that if she is at the time of distribution on any kind
or type of public assistance from the Commonwealth of pennsylvania, or
other jurisdiction, her share shall be paid in Trust to KENNETH J.
GILBERT, Trustee, upon the followinq terms:
a. The Trustee shall invest and reinvest the
Trust principle and income.
PAGE 1 OF 3 PAGES
.
@[--l.G,
G.H.G.
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b. The Trustee shall have such powers and
duties as provided in the pennsylvania probate,
Estates & Fiduciaries Code.
c. The Trustee shall distribute to PATRICIA
ANN GILBERT the whole Trust principal and accrued
income whenever it would reasonably appear to him
that PATRICIA ANN GILBERT is no lonqer receivinq
public assistance and that such statutes will be
permanent.
d. The Trustee may durinq the life of the
Trust make any distribution to PATRICIA ANN GILBERT,
which in his sole and uncontrolled discretion is
necessary for her health, maintenance and/or qeneral
welfare.
e. If PATRICIA ANN GILBERT dies before final
distribution to her, the remaininq Trust principle
and accrued income shall be distributed to her issue
per stirpes.
SEVENTH: I nominate. constitute and appoint my son, KENNETH
J. GILBERT, to be the Executor of this my Last Will and Testament. I
direct that my personal representative (s) be excused from enterinq and/or
filinq any bond, to insure the proper performance of his duties, in any
jurisdiction where such bond would be required in the absence of this
sentence.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
/lI~day of June, 1994.
.
~-~~.~
GEORGE H. GILB RT
(SEAL)
PAGE 2 OF 3 PAGES
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ADDRESS
Came Hill. pennsvlvania
ADDRESS
Came Hill. pennsvlvania
COUNTY OF
PENNSYLVANIA:
:U
DAUPHIN:
COMMONWEALTH OF
GEORGE H. GILBERT, the Testator, Norman M. Yoffe and Catherine
L. Reiqle, the witnesses, whose names are siqned to the foreqoinq
instrument, beinq first duly sworn, each hereby declares to the
undersiqned authority that the Testator siqned and executed the
instrument as his Last will and Testament in the presence of the
witnesses and that he had siqned willinqly, and that he executed it as
his free and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearinq of the Testator,
siqned the Will as witness and that to the best of their knowledge the
Testator was at the time eiqhteen years of age or older, of sound mind
and under no constraint or undue influence,
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Subscribed, worn to and acknowledqed before me by GEORGE H.
GILBERT, the Testator, and subscribed and sworn to be;~~me by Norman
M. Yoffe and Catherine L. Reiqle, the witnesses, this day of June,
1994. i ~ ~
'~ .i 'h
NOTARY IC
My Commission Expires:
TESTATOR:
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NOTAA'4t SfAL
TIJ."U S CJY~.I;OTAqy PUBUC
CITY OF IW1R,~'Jt;f'.; ~.\IJPIl'N CO
fAY COMMiSSION DPiiES r.EPT: 8, Is9T
PAGE 3 OF 3 PAGES
~
G.H.G.
CERTIFICATION Of_~l).1',!.9LI}NI?~:H RUl.g 'j. Gill
Name of Decedent: (;60,zG€ H. GIG-I.S Bl. -r___
Date of Death: N t/<z.et-/ ~-IJ, 19 e; [;
Will No. $./- 96 Admin. No. z.~
---
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Cour.t Rules was served on or mailed to
the following beneficiaries 1)( the above-c,1pt.ioned estat.e on
S ~() l/6 :
Name Address' I
-:;;;:;:t!)~;? /C C,t:./S~7 prJl3~:S'e ;U40'-}'''i$.:57': CN~C'" P"l/7~~r
1(e'1"er# J &IU3,:;-;:..r ZoO C,p.>..s.,.~vr,-ak'-"'" P6<-r+S/C ~'" /,1"'9'11'0,/
f4'177'1' 6 tt.6ca.'T IU) 1!-.:i 'is'' /11{/..I-./7''''t'~ """W IZ () S;f6,tn-+NS oo<H.E P"l "7() 9(}
.JON...) , ~ifi:T'~ ,S61i'.€N UP6-6 iUJ' t3~ l'f~-r ,,/ /~!lc)t.s",J.P /. 'I
""eAOI(;'l(,(Jvzr~z.:j a/!/~../J,...t'1Pr3 ~~H4-HCSUl//Z(;. pit/- ng.rs-
J'1ft-f Ht~ ",/ dllA!J,::q/UJ .p1l. ~P""16 UUl '" P"1 1'7.J /tJ
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date: ~.3 '16
s{~~ '14ft!
Name /U7lne~ .J C,t.5e-t..r
Acirh:ess 2(} alesTI./1/1 c;r
/?&~"c ?4 IS'9YY
'f€!lephone ~/(f rJ"3 5-9 J7}
Cupacily: f Personal Representative
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fOI DAns Of OIATH Anll 12/3'/91 CHICKHII'
If A SPOUSAL
POVIRTY CIIDIl IS CLAIMID 0
fill HUM"I -
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COUNTY CODE
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
a(v.,SOO EX. INUl
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Cf(p
YEAR
NUMBER
COMMONWlAltH O. 'fHH\y\VAH1A
Dl'AltMINt o. UVINUl
Df,T.210b01
H.....'nu.a. ,It. "121.060'
D1ClD1H' HAMl (lA' . flut, AHD /0110011 INITlA11
DfClOIH "COMn(l[ .OD'f'~
21 Adams street
Enola, PA 17025
COUll'
AMOUNT I[ClIvlO I!lU IHS,lluctIOH$1
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05.
Remainder Relurn
(lor do'.' 01 d.o,h prior 10 12.13,S2)
Federa' hlatt Tall R,turn Required
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195-32-0B96
o 2. Supplemental Relurn
K.
Gilbert, Sandra
all, Original R'lurn
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o ~. Umiltd E.to" 0 ~o. fu'ur. Inltr..' Compromls.
(lor do'" 01 d.o,h oller 12.12.821
06. Dec.d.nt Di.d T,,'olt 0 7. D.ced.nt Moin'oin.d a li,ing Tru.t
(Attath tOpy 01 WillI (Attath tOpy 01 Trul')
ALL CORRISPONDENCE AND CONfiDENTIAL TAX INPORMAnON SHOULD II DIRECTED TO,
H"'" COM"'" M.,,'HO .00....
Kenneth J. Gilbert 20 chestnut court
lIl"HOH'HUM'" perkasie, Pa. 1B940
453-B950
_ B. Tolol Number of Safe Oepo,it Box"
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1. R.al E.talt (Sthedul. Al (1 I
2. S'otks and 8and. (Sth.dul. 81 (2)
3. Oo..ly H.ld S,otk/Partntnhip Int.'.., (Sth.dul. q (3 I
~. Mortgag.. and Nolt. Rec.i,obl. (Sth.dul. D) ( ~ )
5. Ca.h, Sank D.po.i" & Misc.llon.ou, hnonol Prop.rty ( 5) 'I , 'I c; c; F; 1
(Sthedul. EI
6. 10in,Iy Own.d Prap.rty (Sthedul. f) (61
7. Tranll.n (Sth.dul. GI(Sth.dul. l) (7)
8. Total Gran A,,"S (10101 Lin" 1.7l
9. funeral bp.n..., Adminislla'i,. Ca.", Misc.llon.ou, ( 9) 7, 5 5 2 - 00
bp.n... (5<hedul. H)
10. D.b", Mortgag.liobili'i..,lI.n. (Sth.dul.l) (101 365.00
11. T 0'01 D.dudion. ('o,.llin.. 9 & 10)
12. Nt' Value 01 Estate (line 8 minus line 11)
13. Charitable and Gov,rnmental Btqu,," (Schedule J)
lA, Nt' Valu. Sub',d to To. (lint 12 minus lint 13)
15. SpoulQl Tro"sf." (lor dot., of death aher 6.30.Q4)
S..lnllrudlons for Applicoble Peftenlage on Re....'se (15)
Side, (Indude valulS Irom Sthedule K or Schedule M.)
16. Amount of lint 1A toxobl, at 6% rot. (Ib)
(Include valu.' from Schedule K or Sch.dule M.l
17. Amount allln. ,. taxable at 15% roll (17)
(Include values from Schedule K or Schedule M,)
18. Printlpollox due (Add lalt hom lin., 15, 16 and 17.)
19, Cr,dits Spousal Poverty Credit Prior Paym.nt, Di,count
(,q)
(20)
(8) 3,355.61
(lll 7 .917 .00
(121 14,561.39)
(13)
(U) 0
X,_1It
)( .06: 1:1
" .15 .. 0
(18)
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20. IIlIn. 19 i. grealt' thon lint 18, .nlt' ,h. d;lIer.nce on lIn. 20. Thi. is Ih. OVERPAYMENT.
aD
21. lllin. 18 is greot.r ,han lint 19, .n,.r the diller.nte on lint 21. Thi. i. ,h. TAX DUE.
A. Enter the interest on ,he bolan,. due on line 21A,
8. Ent.r ,he '0'01 of line 21 and 21 A on lint 218. Thi. it ,h. BALANCE DUE.
Make Check Payable to: Reghter of Wml, Agent
(21)
(21Al
(218\
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IE SURE TO ANSWER ALL QUESnONS ON REVERSE SIDE AND TO RECHECK MATH..c. ' ','
Und.r p.nolli.. 01 perjury, I d.d.re ,ha' I ha'. ..am;n.d ,hi. re,urn, induding a<tomponring "h.dul.. and .'o,.m.n", and 10 ,h. b..' 01 my knowl.dg. and b.Ii.I,
iI itlru" torr.d and tompl.t.. I d.dore ,hot 011 real ..'olt hot bltn r.port.d a' IIU' mark.t ,olu.. D.daro';on 01 pr.porer o,her Ihon tho p."an.lrepre..n'oti'. Is
ba..d on all Information of which pre parer hat any ~nowl.dg'.
"GHAlU" O' ",'0 lIS '" o. 0 "lU'H .00"" 0'"
11/20/96
uc~CT.
(p.UfH'''IIV( AOOn!>!>
?&uc-1f1c ?" lri'l-l
DAn
Ad .48 of 1994 provide. for the reduction of the tax rate I Impaled on the net value of transfers to or for
the u.e of the .pou.e. The rate. a. pre.crlbed by the .tatute will be:
e 3'lll (.03) will be applicable for e.tate. of decedent. dying on or after 7/1194 and before 111/96
e 2'lll (.02) will be applicable for eltate. of decedent. dying on ar after 1/1196 and before 1/1/97
e 1'lll (.01) will be applicable for e.tate. of decedent. dying on or after 111/97 and before 1/1/98
. Spoulal transfers occurring on or after 111/98 will b. exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK k) 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 to 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 on or before December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequate consideration' 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' bank account at his or her death'......................................
YES NO
x
X
X
X
X
x
X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploo.o Print or T 0
FilE NUMBER
COMMONWfAUH O. 'fHHSYLVAN1A
INHllnAHCI TAX lnulN
IIIIDlNT DlCIDIHT
ITEM
NUMBER
1 .
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
(All -'" loIotly.ewMd whh tho lltlh. 01 S...lvonhlp mu.' be dllCl...d .n Schodulo ')
E TATE OF
DESCRIPTION
VAWE AT
DATE OF DEATH
1979 Dodge Pick-up Truck
PSECU checking account "0170304178IS-4)
PSECU savings account "017030417815-1)
PSECU vacation club account "0170304178(5-2)
$
1.00
o
130.82
51.00
164.00
capital Blue Cross rebates
PA Turnpike commission (last payroll checks)
pocket watch
2,629.59
10.00
150.00
50.00
100.00
20.00
10.00
1.10
15.00
2.00
.10
10.00
10.00
1.00
Gold wedding band
Six packs of baseball cards
Gold high school ring
2 U.S. proof sets, 1985, 1986
2 U.S. Half dollars
1 Susan B. Anthony $1.00
6 Half dollars
3 Canadian Coins
2 necklaces
1985 -'Uncir .coin set
1987 Uncir. Coin set
Forrester's commemorative coin
S 3 355 61
IA"ach additlanal 8Y," )( 11" sMe" if more ,pault needed.)
.
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CDMMONwIAUH 01 "HN&hilHlA
INttIlflAHCl III IUu..
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SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI.a.. Print or T .
FILE NUMBER
. ~TI 0'
ITIM
NUMIII.
DESCRIPTION
AMOUNT
1.
West Shore Ambulance
365.00
TOTAL (AI.o onlo, on lino 10, Rocopllulollon)
(II more 'poco i. nNdod. in,orf oddilionol ."",, 0/ ,omo .i...)
S 365.00
II\lUll"t C""I
~J~:i..
-!W-
CC)MMOHWlALTH 0' 'lNNSnVANIA
IHHlll1ANCI tAX lUUlN
ll$IDINt DICIDINt
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
.
,
ITEM
NUMBER
1'1.0.. Print or Typ.
R
DESCRIPTION
A, Fun.ral Exp.n..':
1.
2.
3.
B.
1.
2.
3.
4.
C,
1.
2.
3.
4.
5.
6.
7.
8.
sullivan Funeral Home; 51 N. Enola Driver Enola,
PA 17025
west Haven Cemetary
Reverand Buttsr for honorarium
Admlnl.tratlv. Co.II,
Persono\ Repre.entative Commission.
Social Security Number of Personal Repre.entative:
Vear Commission. paid
A"ornoy Fee. Yoffe & Yoffe, P.C.
Family Exemption
Claimant ~"nilr" t( r:i' hort Relatian.hip wi i1nw
Address of Claimant at decedent'. death
Street Address '1 1Ii1"m<: !':t-oot-
City Enola State PII
Zip Code 17n?<;
P,abate Fee.
MI.e.llan.ou. Exp.n...:
Register of Wills for filing fees
Pennsylvania Department of Health for Death Cert.
Miscellaneous Notory fees
AMOUNT
4,393.00
635.00
75.00
350.00
2,000.00
75.00
20.00
4.00
$7,552.00
TOTAL (AI.o onte, an line 9. Reeapllulatian)
(If mar. .pae. I. n..d.d, In..rt additional .he.t. of .am. ....,)
IlvUIJU.IJln
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COMMOHwlALfH Of "NNIYlVAN'A
INMnnAHCI tAX UYUIN
IISlOINt DKlOINI
SCHEDULE J
BENEFICIARIES
.
ESTATE Of
fill NUMBER
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
NUMBER SHARE Of ESTATE
A. Taoabl. Boqu..Is:
1. Sandra K. Gilbert Widow Residue
21 Adams street
Enola, PA 17025
2. John E. Gilbert Son 0
RDII 1 Box 1434
Nicholson, PA 18446
3. Kenneth J. Gilbert Son 0
20 Chestnut Court
Perkasie, PA 18944
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE Of ESTATE
B. Charltabl. and Governmontal B.qu..ts:
1.
TOTAL CHARITABLE AND GOVERNMENTAL SEQUESTS (AI.o onlOr on lino 13. Rocopitulotlon) S
III mare .pac. 10 no.d.d, Inm' additional Iho.11 0' lam. 1110)
...,.,--.-....--'. ......,.- - -...- ._~~........_.,.-.~-- --
,
.. PlEASE FIlE lHIS REPORT Wl1lIIN 'M YEARS OF DATE OF DFA'nI Rm\RD~S OF TIlE SrATIlS OF TIlE
.
" ESTATE. IF ESTATE IS 00l' CXH'LElID, FILE A 6.12 FORM YEARLY UNl'lL CDIPlEl'IOO.
,
,
'.
STATUS REPORT UNDER RULE 6,12
Name of Decedent I Georae H. Gilh~rt
Date of Deathl March 4, 1996
Will No, Admin. No, 2196-220
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 above-captioned estate:
1. State whether administration of the estate is complete:
Yes 1C No
2, If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
J. 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. (if any) for
the personal representative's account is:
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.
SEE ATTACHED AGREEMENT ~~
Datel December 1. 1996 ~-------------
Slgnature
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a:
Kenneth J. Gilbert
Name (Please type or print)
20 Chestnut court. Perkasie. PA 18944
Address
(2151453-8950 or 215-538-1701
Tel. No.
Cdpacity: X
Personal Representative
Counsel for personal
representatIve
(MAH:rm1!AM3)
RW-27
"
ESTATE OF GEORGE H, GILBERT,
Deceased
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO, 2196-220
AGREEMENT
The undersiqned. beinq all the parties in interest, hereby aqrees
that this estate may be settled as follows:
a. No formal account or inventory need be filed by the Executor.
b. Sandra K, Gilbert shall receive all of the asset items as
enumerated in the pennsylvania Inheritance Tax Return as filed, in
payment of the family exemption of $2.000,00. receipt of which she hereby
acknowledqes.
c. It's understood that there is no cash distribution from this
estate since all available cash went to pay the funeral expenses,
Reqister of wills fees, attorney fees and debts, all as set forth in
Schedule H and I of the aforesaid tax return.
d. Kenneth J, Gilbert and Sandra K. Gilbert have funded the cash
deficit by advancinq their own funds,
e. All of the aforesaid parties approve and aqree with the
several debits and credits applicable to this estate as set forth in the
Inheritance Tax Return,
IN WITNESS WHEREOF, the undersiqned do set their hand and seal
this 22nd day of November, 1996.
~<i!f ~ 4tl4-
ENNETH . ILBERT
(SEAL)
~~\
JO N E. GILBERT
(SEAL)
a;r.kj;
v IS-C/O... /1
COHHONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAkES
IHtllRllAHC[ talC DIVISION
O(p," 110601
HlARISIURO, PA 11111'0'01
NOTICE OF INHERITANCE TAk
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAk
KENNETH J GILBERT
20 CHESTNUT CT
PERKASIE PA 18944
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
04-21-97
GIL BERT
03-05-96
21 96-0220
CUMBERLAND
101
.ltount R...ithd
(~
'''.Ihl II "f UI,UI
GEORGE
H
MAKE CHECK PAYABLE AND REMIT PAYHENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iii';:is4i-EiCAFP-lo;i:97T"iloricEuoF-YNHEififAiicE-rAx-jippiiiiisEHE'Ni'-;-,U.l"oiiANCE-iilium-m--u-m
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GILBERT GEORGE H FILE NO. 21 96-0220 ACN 101 DATE 04-21-97
If an assessment was issued previously, lines 14, IS and/or 16, 17 and IB
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.aunt of line 14 at Spou..l rat. liS)
16. A.aunt of Lin. 14 taxabl. at Lin..I/CI... A rat. (16)
17. AMount of line 14 taxable at Coll.t.ral/Cla.a 8 rat. (11)
18. PrIncIpal Tax Due
TAX CREDITS:
TAX RETURN WAS, I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Ro.I Elt.t. ISchoduI. AI II)
2. stock. and Bonda (Schedul. B) (2)
5. Clos.ly Hald stock/PartnershIp Int.r..t (Schedul. C) (3)
4. Horta.gas/Not.. Receivabl. (Schedule DJ (4)
5. Cash/Bank Deposita/Hi.c. Parlonal Property (Schedule E) (5)
6. Jointly Dwn.d Prop.rty ISchoduI. FI (6)
7. Transfers (Schedule G) (7)
a. Tot.l Assets
) CHANGED
.00
.00
.00
.00
3.355.61
.00
.00
IB)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funer.l Expenses/Ada. Costs/Hisc. Expenses (Schedule H) (9)
10. Dobt./"orto.o. LI.bllltl../LI.n. ISch.duI. II 110)
11. Tot.I D.ductlonl
12. Net Velue of T.x Return
13. Ch.rit.ble/Govern.ent.l aequests (Schedule J)
14, N.t V.lu. of Elt.t. Subjoct to T.x
7.552.00
365.00
1111
1121
1131
1141
NOTE:
.00
.00
.00
X .00.
x.06.
k .15.
1181
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT 1+1
INTEREST/PEN PAID 1-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit tu your .ccount,
sub.it th. upper portion
of this forM with your
t.x p.y...nt.
3.355.61
7.QI7 nn
4,561.39-
.00
4,561. 39-
will
.00
.00
.00
.00
.00
.00
.00
.00
,
.
IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
.
U"I ~~
If) 1 ,i~
{') ,4'1 ('"
t..:
N
N
n::
~
"-
RESERVATION I tat.t.. of dlcedent. dvlnt'on or before Dec.~.r IZ, 191Z -- 'f ~v future In,.r..t In 'hi ....t. I. 'tln,fattad
Ie" 1....lontD! enJ~Y - - to ct... I Icoll,..r.l) beneficia' I.. of the dlcadent ,ft,r 'hi ..plr.tlon of InV I,'at. for
1 for vWh, t ..on....Uh hereby IIIP,...11 ,...rvel the right to appr.... .net ...... """.f.r JntMrlt.nc1 t....
. he 'Mil,ul el... I ~.t.r.U r.t. on MY such future lnt.ru..
P\IIPOU Of'
NOUtEt To fulfUl thl nqulr.unt. 0' SK\lon ZUG of the Inherlt.-w::1 wid [.t.t. hll Act, Act Z1 of ..n. (12 P.S.
Section 91~D).
PAYMENT. Detach the top portion 0' 'hi. Hotlcl end ,ubalt with your p.,.."' to the AIDlst.r of will, prlntad on the r.vlr" .Ide.
--tWlI cheek or 110M)' order p..,lbll tOt REGISTER OF MILLS, AGENT
REfUND (CA)l " ta''"' 0' . t.. credlt, which "'.. not r~.tlld on the bllC A.turn, ..y ba r.que.ted by c~l.tlng M "application
for R,fund of p~lylvanl. Inherlt~. ~ E.tata Tax" (REV-ISIS). Applications ara .vallabla at the Offlca
of the Retl.tar of Willi, any of the 2) Ravanue Dlltrlct Offlca., or by calling the Ipaclal Z~-hoUr
answering .arvlca ~ar. for for.' ordarlngl In pennsylvania l-100.'6Z-2050, out. Ida p.nnsylvanla and
within local Harrisburg araa (717) 717-10'~, TOOl (717) 77Z-22SZ (Haarlng Il9alrad Only).
OBJECTIONS I Any party In Intara.t not .atl.flad with ~ epprall..ant, allowanca or dllallowanca of dedUctlonl, or al.al.aant
of tax (Including dllcount or Intara.t) al .hown on thll Not lea ault Obj.ct within .Ixty (60) daVI of racalpt of
this Notlca bYI
--written prota.t to the PA Dap.rtaant of Ravanue, lo.rd of Appa.ll, Dapt. Z110Z1, Harrllburg, PA 1712'-10Z1, OR
--alactlon to hava the .attar dataral~d at audit of the account of the parlonal rapralent.tlva, OR
--.".al to thl Orphan.' Court.
""l1N
ISlRATlIIE
CORRfCTIONSI
factual arrorl dllcovarad on thl. al.a.lllnt shoUld ba addra'lad In writIng tOl PA Depart..nt of Ravenut,
luraeu of tncUvldual Tau., ATTNl POlt A..a..Mnt Ravlaw Unit, Dept. zaa601, H.rrlsburg, PA 17UI.0601
Phone (717) 717-'505. Saa paga 5 of thl booklat "In.tr~tlonl for Inheritance T.. Return for a Ralldlnt
Decadent" CREV-1S01) for an axpl~tlon of edalnlltratlvalY corractabla arror..
DISCCU4Tl
If any ta. due I. paid within thraa C)) cal.ndar aonlhl aflar lhe decadlnt" death. a flva par cent (5X) dllcount of
the tax paid Is aUCMtId.
PENAL TVI
ThI 151 ta. .-ne.tv non.partlclpatlon penalty I. COlPUtad on the total of the tax and Int.r..t al.al.ad, and not
paid bafora Januarv II, 1996, thl flr.t dav aftar thl and of the tax IIftIltv period. Thl, non.partlclpatlon
penaltv II app..labla In the .... aanner and In thl thli .... tI.a parlod .. you would appa.l tha t.. and Intlrllt
thet he, bien ....llad .. Indlc.t.d an thl, notlca.
INURESTI
Int.ra.t I. charged ba.lnnlng with flr.t day of delinquency, or nl~ C.) .onth. and ~ (lJ dav fro. the d.ta of
death. to the data of pav-ent. T.... which bee... d.llnquant bafora January 1, 19.' baar Intar..t at the rata of
,I. C6%) p.rcent p.r ~ calculat.d .t . dailY rat. of .OoaI6~. All t.... which bac'" dlllnquent on and .ftar
Jenuary 1, l"Z will baar Intara.t at a rata which will vary fro. calendar yaar to calend.r yaar with that rata
~ad by the PA Oapartaent of Ravanue. ThI appllcabl. Intlralt ratal for 1.IZ through 19.7 .ral
'!!!! Intlrllt Rata Dallv Intar..t factor !!!! Intlralt Rata DaUy Intare.t Factor
1912 201 .000541 1917 OX .000Z47
1911 161 .000411 .....1"1 III .00n01
1914 III .000301 1"1 OX .00OZ47
nlS IJX . DOOSS. 1995-1994 n .000192
1916 lOX .OaOZ74 1995.1"7 9X .ooaz47
--Intarelt II calculatad el followl1
INTEREST . BALANCE OF TAX UNPAID X KUftBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR
--Anv Hotlca 1,lued .ftar thl tax beCDIII dallnquent will rafllCt an Interalt calculation to flfleen C1S1 daVI
baYond thl dati of the a..auMnt. If papant It .ade anat the Intlrllt coapu..Uon dala lhown on the
Hotlca, eddltlonal Intara.t IUlt L. calcul.tad.