HomeMy WebLinkAbout96-00279
PETITION FOI~ PHonATE :lnd GI~ANT OF LETTEHS
Nil. _________n _,)./-. ~t :.;1,7.9_
Tll:
/:.'1111.' II} ____I.~n~II__:;. _~lIb...1 et__ __ __. _ __
(/Iw kilO"''' 'u __._______'_ .--- ____._________
______ ____ ______ .__._.__ ___ _ __..___...___ Register III' \\'i1h for the
__ _______________.__ ________.., /J.'n'a.\c'd, Cllllllty of __(;!'-lIlbe.r.!lInd___ ill Ihe
SlIcial S.'mr;ty SII, 179-30-368',- C"'III1111llweahh of Pellnsylnlllia
The pClitiol1l1f Ihe 1II1d\.'p,igIlCd h."'PCClflllly ll'prC'll'lIt\ Ihat:
Your pClililll1crl",). whu j,,';Ul' IX year, of age or older an Ihe C.\Cl.:UI!'~~_______l1aml'c..I
ill the I:"t \I ill of Ihe ahllle <le,e<lelll, <late<l_ t'.~-,,!,)!..!J' 20 , 1')J!.5._
an<l e",licil(s' <I:IIe<l
1<,1;\11.' rdl.'\;llll ..:ir~.U1Il\l;III(L". l'.~. rCIlUlld,uiulI, t!l';lIh (If 1.'\\"(111111.1.'11.'.1
De,en<lelll \las <lllmicile<l :II death in Cumberlllnd ConlllY. Penmylvania. with
h~_ la,t falllily or principal re,idenee :11-'-'&2 Brlld1.mr-.l>..Livc.
North Hiddlcton Township
(lj\1 \Ul'I.'I, numher illlJ IIIUIh:ipilliIY)
Dee~n<lelll, then 58 Far; of age, died t'cbruary 24 ,19 96
at Sarah .jI~T.!'dd Hemorial Homc
E.'"ept a, folill\\', dc,,,delll did nUllllarry. was not dim,,:ed and did nUl have a ehild born or adopted
aftlr execlltion of the \\ill offered for probate: was nUl the I'ictilll of a killing and wa, neser adjlldicated
inCl'Il1I'Clcnl:
Dccendent at death ol'"led properly with e,timated vallie, as follows:
(If dumiciled in l'a.J All personal property
(If not dOllliciled in Pa.) Personal property in Pennsylvania
(If nol domicikd in I'a,) Personal property in COllnty
Value of real cs:a:c in Pcnns\'I\'~1J1ia
sitll:lIed 'IS follows: 1402 Bradlcy Drivc
Carlis1c. PA 170LJ
S 41,000.00
S
S
S 36.000.0Q
\\'HEREFORE. petilioner(s) respectfully request(,) the probate of the last will and eodicil(s)
presented herewith 'lIld the grant of lellers tcstamcntary
(h"'laIllCII1.H~; ~u.lmini,trillltll1 f.:.I.a.: adllliniQr;ui\Hl d,h,n,!.:.I.",)
theron,
,
-
::
~-;
~":
~,!
- .,
,0-
;~
::;
~~A_
Sara G. DlIDJ>
22 Tiffany Drive
Carlislc, PA 17013
717-243-8844
OATH OF J>EHSONAL HEPHESENTATIVE
COMi\lOl"WEALTli OF j'Ei'li'l!iYLVANIA I ,.
j ~~
COUl"TY OF Clf'riBF.It!"~!L
The PC:iIlO,";f(S) ahove-named 'WC~lI~') or affirmh) that the \1atcmclH, in the foregoing petition me
true and .:oriu:t It) 111..: bC:o.lllf 'he kno\'.h:ugc amI hl'licf of pl.'titinncr(s) and that as personal rcpn:scn.
tali\'c(s) \}f Ihe aho\'l' dCl.:cdcnt IH:lit:tJm:r(<-.) will \\.:11 aI truly ~l~btl.'r the estate at.:cllnJillg to law.
S\\()rt1 i'J ,U a:'firl11cd nllll :o.uh.... :-ihcd I ~1u.A-- Cr.
helon: 1I1l,' thi, 6th da\ of Sara G. Dann .;:'
'7;'''' K-')~~~_~=-:--pl-fL 1 -- ~
-_L~~.L.<.A..=t..JJ./'.L.,.x1..LLk~<;,I. /;'1------- ------ ~
(/ MlIRY c. U"IlS II"~/ltl'r ,-_____________________:2
/-5 - 91" - /.3
No. 21-96- 279
Estate or I. Indo S. Gnbrlcl
. nee eased
DECREE OF PRonATE ANn GRANT OF LETTERS
AND NOW April 2, 19...2.6-, in consideration or the pctilion on
the reverse sidc hereor, satisractory proM having bccn presentcd berore me,
IT IS DECREED that the instrument(s) dated Febroary 20, 1995
described therein be admiltcd 10 probatc and riled or record as thc last will or \.inda S. Gabriel
and Lelters Testamentarv
are hereby granted to Sara G. Dann
'J d :C) \,;. I 1.
. n(l/'CL/.... \ .',~\~{Wc-' ,'/: /i... ,,.~/7U,~1 L~1,.j_
,/ Reg;"..'of Will. MARY t:. LEWIS rl
FEES
Probate, Lelters, Ete. ,..""" S 200.00
Short Certiticates(4) ..,.,....' S 12.00
Renunciation...""......,., $
x-Pages (2) $ 6.00
JCP TOTAL _ $ 5.00
Filed ".l\pril. 2,.1996".,.,~. ~~~:.~~..
IRWIN. KcKlnGH'l & HUGHES
Marcus A. KcK~i~bt. III ?5476
A".OR:<F.Y (Slip. Ct. 1.0, I'll,)
60 West Pomfrct Street
Carlisle. PA 17013
ADDRESS
717-249-2353
PHONE
CALLF.:D ATIORNEY ON 4-3-96.
Thl\ '" tll tt Ill!; 1I1,lt rllt Ill/""Ii \l1,,1! Ii' II ", i'
11H..IIHl~I,.I1.lt lilt '\[1l'1I1dl!ltltll.,:, '\lil! t'l
" 'III I, d','11111 .t:tdl'I~1 .t ,1'_I'il !,,j, Ii!,.! '_\I:!I Ill! I.
.r,. ,II."",! 1,(1111'11"11,:11,11,(1.111111..,
WARNING: It 15 IlIc!lnllo duplicate Ihl' copy by pholostnt or pholog,aph,
1'(1' 1111 1111" d ltdh ,Ill .' tltl
..,...~.....
"<':(~~1I10f/r;"',,
/'-"'," -<~,
~' ..'\\
'I~'_' ~ '-.\'
i ""I, .' \;"j
,/"-" , "'I
,tv. ':'1 ~;:r
I, * If . ~/ J
\~ -,.', */1
"-:6, ,~"~//
, 1'.f", ' 'i;:'il
~?,f{ENT ~\ ~~,"-
~"::..."!.!"!!!!!:!-,,-_.,
1).lll'
'-
::."', ...., ,.: ~ ~/ .-~::(.I/: .---
I'i' ,II HI'l;""II,1I
? 1 ,-' ,-, " 'I
d it l. 1 b (j .1.
i\:1l
,
) I
,"
~'
!,.,. .."'.1"..--
I
...'
"
"''''1.,11...111'
COMMOUWEALltl OF PEUNSYlVAPllA. OCPAnTMrtn or tlEALlIl . VITAL RCCOROS
CERTIFICATE OF DEATH
:""'N'
,.
UIIIN1
'_'NIl
u.
'''''''''_"
IoOCI-llU'......"_NII
.....OfOlCIDl.."....._UIlt
0, Linda Cnbriel
""....".....,.., tI'f~"I~U,A
_ 000
I FF.MAt.E
179
lO - ]6B4
.,..,,,,,,-,,,,,.;,,.-.1 "..U(llIOl.r"IV'"
""'.."...,.0......' HQ''''t&~
~llAH8ERSBURC PA ;-- 0
.~Il~t1....lf"l......-...-v.-.._"'.,_,
U"lIll\I na,
-':-
=",0
58 .....
""'" 'Oftc....."
"'""-t._.~_.""',_eoc
~#ol .
\IllITE
;)./
CARI.ISLE
CUMBERLAND
'.
"''''U~,I",U''''_
_.._,-
c-..rsr-~
It DIVORCED
'Vf'lV1\tooOi'OUW
..-......---
."S...l'$.-....tl<J~""
....'UlItIU..II..."...
u, '''''It,,Ofl(I$~
~.O '""~
Ol((Ol""lU_~ ...1>()Of ....0
...:..,:;:.."::':::3.;1
I" 1I0USEwt FE ,
DlCltllNl lUAlI,.>>.tUOO"',"No_ C~ louo.. /'1'0$1
HOME
OlCUA,t11-'
OC'U'~
"."DI""<<
--.....
---
"rO,,"___~
f.tt::lA.
CUM8ERI.ANIl
U.,,"...
w
---
--.
_....'
1402 BRADLEY DR.
CARLISLE PA 1701]
..
,"''''''''...''11'........... ~Wl
....---
1" ___...
CARLISLE
I"'C,-"
W'H(II,,,,,,,, ,". u""'" .........:.,..~~
.!1 ESTIIER BROWN
....uP......".......Po<).VlJf'l\lI1<>_'...__I.,""'"'
22 TIFFANY DR, CARLISLE PA 170ll
E.
STOllER
1)9(,
"",,(t Of- "'~ro~IO()tO...._..,_1t'l ~._,
..Cl"to,.,...
\oc.tlU"l.~"...,'.C"O'
SMITIlSBURG MO
alA.'lI'(;. PA 17201
~'.$-(I"IO
.~(Ity-I
I .
....'(."Itl.L"..IOIO..tD'O;;"l.I...........IKIJOIUOoI'"
..0
."
,.
I 0 1 2 1 1 9 - t.
t....._.."".-...."'...........,.........,.... ,1I.............._
s.v.ev"""'-I
UU,.U_HA
.
'_VOlOl"
..l7J
. 6:00 n.. t '" "'I.
11.''''''11, ,......._...._...........rD<"PC..__"c_..."'.... 00..4........_.."''''i .....~II...O>><..._.......-..' .-........'.~.
""....._c_.....~....
'.Utll
""'*'____..._......_..."\1.......... "'"
"""_........~c._............",.
I:
~.\.P-'...>,.,., ~. lw.
~"lo"(7iii!;:;....tUlI
I '\""<.W,._l"",, _Cu..":U'/
1l\)('O......."'....,.....v-..ti;.Yt-'i-
1""....-
,.......-
,-..,,,,,..~
,
---1.....,"",
: \.va.~
fu<;lo;' Ob<l"<-....~h
~~~
""" ,\),(,A'.~'~,"",~I\o'\lV<<..l VI
___H :
Cl..iv,'u.n. ~[""'llJf"jj",'"
....,#-00....1
It>
.'ILC'OI............._..'-,....._.......,...n
,....""'.-ct,..."
-
...0...0
""""."'I'o(.At.'
""-~''''''''lf'UUII.(J(.C"....(1)
...1..l.u'Ol'lo""'O'...' ....~AO'II.,>l
_UIlU'"(lq1O
COU",(1OOlOt'C'U~<< "~. ~ -~ 0
Of"OI.'"'
...- 0 ..-,-.'....... [j
...0 ~['l: .... 0 c-....._ 0
..
Ik ,..
CII""""lU_.....~
.CI"I.'-.a""'.IO"'...~_~....."__._.I......._""'lII__..J_..,.....__:"
T...._..""'..........._...""""_.....t~.I__...-......,."..,
. J ~I"ICl"IQ.....ocr"'.,'-...o....noCl.ltl'__.....p.........."'II__...,.,.........,,_...
.,._........,................._t_"..._._.._,.....__.._I_.I.~_"......
'U<<DC"'LIXA~~OMf"
0It-....",. .....-.IItO'l_" IIon.IIt...,,",,,, .,.......,...IIIMI\Il'I...M"'-""'-, .tI.,.... pt............ hi..... '_'111''''
-""............,.........,.....................,...,.........................,..,......,.-,....,.....,...
...
NO<STI'WtI
..
,.-
OEl
':J~
:~? :.;..
'...I~
-.;r
'::t
N
0..
"5cf
o
\_; 'i
..... r.J
.-
,
)
'J
".1-
;:J ,",I
.
C ~'.
~&
0::
~
~
l~ ,.)
..w
. E
Q):;)
Gu
6LZ-96-n:
Name of Decedent:
Date of Death:
Estate No,:
To the Register:
(
CEH'rlFICA1'ION OF NOTICE liNDEn mJJ.J~ 0.0(11)
LINDA S, GABRIEL
Febnml)' 24. 1996
21-96.0279
I certifY that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
April 8. ] 996
Name
Sara G, Dann
Alice G, Bin~aman
Dale:
lJ.l/OH/96
0
- ~ ~~
o~ ..
11.r.._ N 0
, ~ a.. U .
.::;.-:. .08
,) c, cp
,. ... . 'T)
'.J .7 ?; ~
lJ ~ .:
" OJ '. U)
u Cl ~.o
wa: ~ '=E
a: uG
Address
22 Tiffany Drive. Carlisle. PA 17013
P,O, Box 5] I. Stockton. NJ 08559
/
/
NWlle Marcil' A. McKni.hlllL E""nire
Adtlre.. 60 Wesl POIllfrel Slr...1
CurH,le, P ^ 170 13
TelephollcI7I71 249.B5~
Cupacil)':
Personal Rcph:scntnli\'c
x
Counsel for Personal neprescnllllil'c
Inventory of the real and personal estate 01
1.INIlA :i.._GI\!I!Uf,I.
Real Property:
Unit A-lIl. 1402 Bradley Ilrive. Pheasant Run CondominIum. Carlisle
North Hiddleton Township
Personal Property:
Capital Blue Cross. refund
Chambersburg Trust. checking account 1159-1327
1983 Honda Sedan
Herrill Lynch cash investor account #697-13523
University Hospital. refund
TV Cable of Carlisle. refund
co c
1[:. "
(~ ..J
I~__.
~
I
Cl
L:~
, \~]
a:L:.. p, .l ::>
Go
,
,
deceased
n ____ _______
----------
38.500.00
180.70
5,971.50
1.700.00
65.98
454.25
24.97
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
55:
__l'l'!l^_c;, l)~N_ ___.
being duly ___.J1worn._ __ _ . .. _ according
__ Exc_C;.!'t~i~. ____
10 law, deposes and says that flhe _. ___.__J.s_thc__..
of the Eslale of ____.___I,l.rul!LS.._GlIbdeL-
lale 01 _.. ._ North Hlddlcton Township ...____n_ .___, Cumberland Counly, Pa" deceased and that tho
wilhin is an invento,y madc by __ _ _n _ _ . ..___ Iu:r__ .___ . __. n' n__ ____, the said --Executrix
of the entirc cslalc 01 said deccdenl, consisting of all the personal prop.r1y and rcal estate, except real ..tale ouhid.
Ihe Commonwealth of Pennsylvania, and Ihal Ihe ligurcs opposite cach item of Ihe Inventory represent it's fair value
as of tho dato of deccdent's dcath.
Sworn
and subscribed belore mc,
~._.~
Encutor . Adminhtu'or
n _ _._~!_'!_i!~any Drivc
tariat Seat
.laa1uollne L Drnwb<UJgh, Notary Publ"
Ca~isle Boro, Cumberland Coun!}
My Commission E.plras Aug la.' 999
"'\.~rtA..". PorV'lS)'Mri.l~1tJOn at Notne
Date of Death ___.24
DIY
_______C!!rlislc. l'A l7013
Addr."
___.'cbruary_____ _
Month
1996
Vur
INSTRUCTIONS
I. An invcntory must be filed within threa months aflar appoinlment of parsonal represantalive.
2. A supplemant inventory must bc filcd within thirty days 01 discovery of additional a"eh.
3. Additional sheeh may be allached as to parsonalty or really
4, See Arlicle IV, Fiduciaries Act of 1949.
,
c:i.
:a
'"
~
I >- ~ -d
CJ ...
I- W ~
'" I << t- o .. ...
.... ~ w <( ... CJ ...
N 0. t- ell ~ u
I 0 VI C> a ...
'" I 0 w w '"', 'tI C '" .c >-
'" ::c << ~. 'tI " CO CJ
t- o. 0. c:
I I ... ..J U. ~' .... .. .... ~
... I z <( 0 :c 0. I ~ 0
N LL ..J t:l :l:
W <( w .c'
> 0 ~ ,;. ~ <(
Z ., ... c i
I I, z 0 C tIl '" :J
0 .
.; VI Z < :z;: 0 I <I
<< u
z w <( !ij' ...
0. -0 i 61
'"' c
..:l ..
- -.:
0 '".
I CJ :l'!l
.0 ...
I .e E ."
~ 0 I
.. :J 0
..J U ii: CD I
D
E
C
E
D
E
N
T
':. 't /{ I, .
INHERITANCE TAX RETURN
RESIDENT DECEDENT
cO"~~t'."t.~rt~~\Y,~fl'v'fiJMANIA (TO BE FILED IN DUPLICATE
..AIIAISRlIlibtrol,..D<<l, WITH REGISTER OF WILLS COUN1YCOOl
OECEDENY"S NAU[ IlAST. rmSl. AND ....IOOlE INITlAll O(CEOENT'SCOMPLETE AOOIl[S~)
Gabrlol Lindo S. 1/,02 llradloy Drlvo
SOCIAL SECURitY HUUOER OAT[ OF DEAW DATE OF mRTH Cur 1 isle, PA 17013
't[AIt
NUMOEn
rO"UA'[~Or Q[AlttAFI[H Wll/l.:1ClllCKItEnC
II A SPOUSAl
'H . IT~. AI
FILE NUMBER
REV. I~OO[X .(7.84)
C P
D 0 NA"E
R N
R D Marcus A. McKnl he Ill, Es ulre
~ ~ TELEPHONE NUMBER
- T 717-249-2353
1, Real ESlale (Schedule A) 1
2. Slacks and Bonds (Schedule B) (2)
3, Closely Held Stock/Pannership lnlerest (Schedule cl (3)
4. Moogages and Notes RecelvablelSchedule 0) (4)
5, Cash, Bank Deposits & Miscellaneous Personal Property ISch E) (5)
6. Joinlly Owned Property (Schedule F) (6)
7, Translers (Schedule G) (Schedule Ll (7)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses. Administrative Costs. Miscellaneous
Expenses (Schedule H)
10. Debts, Mortgage Liabilities, Liens (Schedule I)
11. Total Deductions (tolal Lines 9 & 10)
12. Net Value 01 Estate (Line 8 minus line 11)
13. Challtable and Governmental Bequests (Schedule J)
14. Net Value Sub"ect to Tax (line 12 minus line 13)
15, Spousal Transfers (lor dates of death after 6-30-94)
See Instructions for Applicable Percentage on page 2,
(Include values Irom Schedule K or Schedule M,l
16. Amounl of line 14 laxable aI6.'. rato
(Include values from Schedule K or Schedule M.l
17. Amount of line 14taxablo at 15'1. rate
(Include values from Schedule K or Schedule M,)
16, Principal lax due (Add lax from Line 15, 16 and 17.)
19.Crodits/Sp Poverty Prior Payments Discount Interest
0.00 + 2,500.00 + 131. 58 0.00
20, If Line 19 is greater than Line 18, enter the dlfterence on Line 20. This is the OVERPAYMENT,
~ 0 ICheck here II you ar. reque.ling a refund 01 your ove,payment.1
21. If line 18 is greater than lino 19, ontor the difference on line 21. This is the TAX DUE.
A. Enter the interest on Ihe balance due on line 21A.
B. Enter thelolal 01 Line 21 and 21A on Line 21B. This is the BALANCE DUE.
Make Check Pa able tal Re Isle, 01 Wills, A ent
.. .. BE SURE TO ANSWER ALL QUESTlDNS ON PAGE 2 AND TO RECHECK MATH .. ..
Under perwlllesot perjury,l deca.,e that I hall" examioed Ihls 'Blurn, Including accompanying sche-dul.,s.nd slalemenls.and 10 Ihe beslol my knowledge.nd beliel,llls true,
eorreel.nd complete. I doclare that all realesl.lo has been repolled .Iltue market \/.Iue. OKlat.Uon at preparer othc' than the pe,sorwl ,ep'l!sontalilll:f Is based on .lIlnlotnwllon of
which proparer has.ny knowledge.
Sara G. Dann
?~- .'!'!!.~~~Y. .~~_I:~~ - - - - - __ ..__ - - __ _. __.. ___ _.. _. ____
Carlisle PA 17013
SIGNATUAEOr")9'J'EAOTHEATHANAEPAESENTA"VE IRIIIN, McKNIGlfi' & HUGHE.S
~V4./1II.L--' 60 1!!l.~t:_.P.~~~F_~t:.!>.t."~!l.L..________........____..___
. ~ I' r-F Carlisle, PA 17013
Copyrlgh (c) 1994 form sollwa,o only CPSysle .
CAB
H P L
E P 0
C R C
K 0 K
P 5
21.96-0279
179- 30-368/,
02/2/,/1996
12/0/,/1937
Cumberland
County
Remainder Roturn
liar datos 01 dealh pilar to 12-13-82)
Fedoral Estate Tax Return Required
Total Number of Sale Deposit Boxes
<IF APPLICABLE) SURVIVING ~POU5E'S NAME ILASI,FIRSI AND MIODLE INIfIAL)
SOCIAL SECURITY NUMBER
AMOU~1 R[CEIV(OISEE INSTRUCnONSJ
0.00
2. Supplemenlal Return
4a. Futuro Interest Comprorruse
(for datos of dealh aher 12-12-82)
rn 6. Docedent Dlod Testate D 7. Decedent Maintained a living Trust
(Anach co 01 Will) (Anach a co y 01 Trust)
ALL CORRESPONDENCE AND CDNFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TD:
X 1. Onglnal Relurn
4. limlled Estale
D 5,
o 8.
R
E
C
A
P
I
T
U
L
A
T
I
o
N
COMPLETE MAILING ADORESS
IRWIN, McKNIGHT & HUGHES
60 West Pomfree;Seteet..
Carlisle PA 17013
38,500. 0
None
None
Non..
8,397./,0
26.00
13,942.11
r -~
0)
(6)
60,865.51
(9)
9,6117.33
(10)
6,057.88
(11)
(12)
(13)
(14)
15,705.21
1,5 ,160.30
None
1,5,160.30
(15)
0.00
0.00 X
=
(16)
2,709.62
1,5,160.30 X .06 =
T
A
X
C
o
M
P
U
T
A
T
I
D
N
(17)
O.OOX,lS=
0.00
(18)
2,709.62
(19)
(20)
2,631. 58
0.00
(21)
(21A)
(21B)
78.0/,
0.00
78.0/,
CATE
OAlE
Form 1500 tRe....7-94)
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
REV. 1S01 EX . 12.17)
COMr..mftW.c\\,~MhY'NI'
ESTATE OF
Please Print or T II
FILE NUMBER
21-96-0279
5511 179,30,3684
02/2/,/1996
Linda 5. Gabriel
(All 10 I
ITEM
NUMBER
1
olnll -owned with RI hI 01 SUlv\vollhl mUll bl disclosed on Schldull F)
VALUE AT DATE
OF DEATH
180.70
DESCRIPTION
Capital B1ueCress, premium
refund
2
Chnmbersburg Trust, checking
account 059-1327
(confirmation attached)
5,971.50
3
1983 Honda,VIN
1HG5Z7450DA015340, sold
05/17/96 to Mary Dornan
1,700.00
4
Merrill Lynch cash investor
account #697-13523
(confirmation attached)
65.98
5
University Hospital,
overpayment
454.25
6
TV Cable of Carlisle, refund
24.97
S 8 397,1.0
TOTAL (Also Inler on line 5, Reca nulalion)
(Anach addnional8 112' x 11' sheels ~ more space is needed.)
Copyright (c) 199.4 formsoltw.tI only CPSyslems,lnc.
Form 1500 SchtdLde E (Rev. 2.171
REV. U09EX + (1Z.68)
cO"'tlR,wgflm~~~~lhY'NIA
ESTATE OF
Linda S. Gabrlol
SCHEDULE F
JOINTLY-OWNED PROPERTY
SSII 179.30- 368/,
02/2/,/1996
FILE NUMBER
21-96-0279
Jolnll.n.nl(.),
A,
NAME
Sara G. Dann
ADDRESS
22 Tiffany Drlvo
Carllslo, PA 17013
RELATIONSHIP TO DECEDENT
daughtor
B.
C.
Jolnlly-owntd p,op.rty.
ITEM LETTER DATE TOTAL VALUE DECD'S DOLLAR VALUE OF
FOR MADE DESCRIPTION OF PROPERTY
NUMBER JOINT OF ASSET ."INT. ECEDENTINTEREST
TENANT JOINT
1 A 06/1995 Harrisburg BELCO Foderal 26.00 100.00l: 26.00
Credit Union, savings acct.
#734470 (confirmation
attached)
TOTAL (Also enler on line 6, RecaD~ulalion) 26.00
(If more space is needed, insert additional sheets of same size.)
Copyright Ie) 1994 'arm SOIlW"'1I only CPSYllllmt. Inc.
Form 1500 Schedule F lRev. lZ.88)
REY..1510EX + (Z.17)
cO"'HJm~{\'~JVbY.~I.
ESTATE OF
SCHEDULE G
TRANSFERS
Please Print or T e
FILE NUMBER
21-96-0279
Linda S. Gabriel SSn 179-30-3684 02/24/1996
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE 2 IS YES,
ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBER Include rwme o'1he1f1ns'"... 1helr OF ASSET Y.INT. DECEDENT INTEREST
r.I..llonshlp 10 decedent d.le O'I"MI.r.
1 Sara G. Dann, daughter, cash 3,000.00 16,9/12.11 OO.oox 13,942.11
02/09/96
TOTAL (Also enler on line 7, Recap~ulalion) ~ 13.942.11
lIf more space is needed, insert add~ional sheels of same size,)
CopyrJghl(c) 1994 formaallwlr. ontyCPSys1ems.lnc..
Form 1500 Schedule G (R..... 2.87)
REV .1512 EX t (1.13)
ESTATE OF
CO......f\liWE.LT~F PENNSYLV.NI.
IN R"'N TA)( RETURN
R SIDEN ECEOENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Pie'" Print of Type
FILE NUMBER
21-96-0279
Linda 5. Gabriel
5511 179-30-36811
02/211/1996
ITEM
NUMBER
1
10
11
13
DESCRIPTION
AMOUNT
10.19
Amoco credit account
(1452-917 -853- 7
2
1,206.37
Care Apothecary, account #,
48037600
3
1,092.90
Carlisle Hospital, patient
(/1260827
4
58.94
Carlisle Hospital, patient
#1294156
5
Carlisle Hospital, patient
#1297431
6.25
6
Carlisle Imaging Assoc.,
acct. #126082-7
38.80
7
11. 46
Carlisle Pathology
Associates PC, acct.
#A126-00159l7-0l
8
Central Credit Control, 1995
Cumberland County Per Capita
Tax (overdue)
28.50
9
Central Credit Control,
Cumberland County per capita
tax due for 1995
28.50
Emerald Drug, account #GABRL
GRP-G
697.94
5tate Farm, insurance
coverage
60.89
12
Mas1and Associates, account
#17098-11
457.90
Chembersburg Trust checking
account check #1136 cleared
after date of death, payable
to Pheasant Run Condo Assoc.
70.00
(see continuation schedule attached)
Total of Continuation Schedu1e(s)
2,289.24
TOTAL (Also enter on line 10, Reca itulalion)
(II mor. space is needed, Insen add~ional sheets 01 same size,)
CopyrIght (e) 1994 form aoltWI" onl1 CPSysl.ms.lne.
$ 6 057.88
Form 1500 S<hod.lel (Rev, 1-911
Estate of: Linda S. Cabrie1 ssg 179-30-3684 02/24/1996
ITEM
II
CONTINUATION SCHEDULE
Continuation of Schedule I
DESCRIPTION
AMOUNT
14
Penn Power & Light, acct.
11520 4510 001
230.53
15
Robin K. SolIenberg, 1996
personal county tax
10.00
16
Carlisle Surburban
Authority, wat/sew acct.
110600757.02
98.44
17
Sareh A. Todd Memorial Home,
resident #237100715
1,810.38
18
United Telephone, eccount #,
717-243-0054 (728)
17.49
19
University Physlclens, acct.
11657832
122.40
2,289.24
A, SeUl.mer.. Sl.\~menl
UI lIu.,'...."1 "I ",...."'.
I..d U,h" II..."'''....",
...:...
,r
(11,1" "'~ ,\D'01"
n~plI of lo.n
I. Oft..
2.0 htIA J. Gl (o,,~. Unl",
4.0 VA ~.D (onv. Ins.
C. NOTE: 1hls lorm 1$ IUfn"hOd 10 gfV8 ~ou . "11010001 01 aClual SOlllomonl co!>I". Amounls paid 10 Ind by 1110 lulHorTlOflI Igool .ro ,hOM,
lIoms n\lrt.ed 'po,c.' wet. paid oulslde 01 clcnng; Ih8'f .r. shown here lor ~lormaUon.1 purpous and .f8 not ~c""d&d i1 Iho 101,1\.
O. NAME .AND ADDRESS Of OORROWER; JA(~ V uurMA~ end OUlillA M OUfIU.N
269 ClOUSfR AOAD, N[[ItANICSBUAG. PA l105S
SARA O"'lilrl [.l((UIRlx or [SlATE or LIliDA 5 GABRIH
111111lJ1fjlt!r
(jAt!liIH
lo,lnli~t'r
l4i.1rlq"It' In~ur4f1Ul CUt! 1i.MTt.t!r
E. NAME AND ADDRESS OF SELLER:
F. NAME ,.NO .ADDRESS OF L(;NDER;
G. PROPERTY 1402 BRADI[Y DRivE
lOCAnON: CARLISLE. PA 11013
H. SE:TnEMENT AGENT:
PLACE OF SETTlEMENT:
I'" - 2)-I,,"S)1)
I. SETTlEMENT DATE:
IRWIN, MdJOGlH .. tUj!tES
60 \lEST PCMFRET STREET, CARLISLE, PA, I7D13
J, SUMMARY OF BORROWER'S TRANSACTION K, SUMMARY OF SELLER'S TRANSA TI N
100. GROSS AMOUNT nUE FROM 8QRROWER: 00. GROSS AMOUNT DUE 10 SEILER:
101. Colli'''' ..... ,,1(1 ,5UU.OU '0\. CollllICI 141" ~IU .5UU.UU
IOJ "~u~I.I"OCl"" 0'....1I01l1IClI'p.n'
In ,.IIl,"',", ChAl,1I 10 ~'1I0."; ...
,..,,,,,III.UOCI 1 409.56
". ...
". .el.
ADJUSTMENTS FOR ITEMS PAID BY SEllER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID OY SEllER IN ADVANCE:
let 0I,1'I0_"1U" .. ....01'11'.111.... ..
lor. COwM'..... 71 7196..121 1r/96 95 44 '0'. COwM'I.... 7/17/96,,12131/96 95.44
te.. A"llIftll.." .. .C.. ".....m..... "
... IiHIfR/\/,ufR 77 .08 ... UlJfR \/ATrQ 77.08
Ito. 110.
tit. . ' '" 33 90 '". moc AT'O' '" 33-00
,It. ...
120. GROSS .AMOUNT DUE FROM BORROWER: 40,115.98 .ro. GRO-C;S AMOUNT DUE TO SEllER: 38,706.42
200. AMOUNTS PAtD BY OR IN BEHAlF Of BORROWER: SOIl. REDUCTIONS IN AMOUNT DUE 10 SelLER:
1CI1.0,ClOU 01 "'11..1 mOll', 1. UUU. UU hOI. hc... ll.,Cl.f11 1..1 1ro1l,..CII,,1I11
10' "'~cl,1l ,mOlIIlI 0111'. 1a1"'I' lO,.llllnl.mllll chllOIl to ..... {1lI1 11001 J87.00
,UfolIlIPlOlallllIIIlU".wtll.CllO .0'1 (0,,,.., 1o'~IIJ """ htlj.CllO
10'. 'ca. ".,olfol toll mOIlO,glla."
". 'U, P.,OIf ol..allll "'Ollg';1 10.11
... lOt.
'" '0'.
'c.. 'U.
... ,..
ADJUSTMENTS FOR ITEMS UNPAID BY SEllER: ADJUSTMENTS Fen ITEMS UNPAID BY SELLER:
'10.01,110." ..... .. 110, o,,~o."I"1I ..
,". CO,,"I... ,.... .. II1.CO..."I'I.... ..
"'.A.....",."II .. ... AI..II....~" ..
... ("1.00' fJ.Xn 7Hlli Tn 7 706 35.53 lU. ''''''''I ill'S 1196 10 "19' 35.53
... 'I~.
'II. liS.
... ...
111. '".
... ...
... ...
220. TOTAL PAID BYIFOA 1,035.53 sro, TOTAl. REDUCTIONS 422.53
BORROWER: IN AMOUNT OUE SElLER:
300. CASH AT SET1l.EMENT FRQMfTO BORROWER: 600. C.lSH ,1.1 SETTlEMENT 10IFROM SElLER: ~
W 6-;::1"~nt D.l"rromhnrro",e" In 0 ~ 115.981r,ot r.ro!- IlrMunt '''If! '0 "ll"r '1In- 4,nl
301. leu amount nald h\l1for borro.er '11M 110) .015.5 601. less rc>mlct'n, tn 4"'1. rlte SIIl1crlllne S?O
:JQ3. CASH I !!fROM) (0 TO) OORROWER: 39,080.45 603. CASU ( gTO) ( 0 FROM) SCUER: 38,283.89
July 17, 1996
HUO-l (3-86). RESPA. HB 4305,2
PAGE 1
1'''''" II~ ,ln/M"
..un. /11.. ,..,
L,
100. TmAL SAlUiItlIlOl'.urS COMMI~SIUN
SETTLEMENT CHARGES
II.flIO u..I'1l11T
. ...
I'AI[)'"0M
1I0111\OWI rrs
nmns
AT
f,[nUM[m
I'AI() rllOP..4
5(1I[n'5
FmmS
AT
fiCTn[f.,4[t4T
OIVISION Of COMMISSION 111N[ 7001 AS fOllOWS:
u, '0
rot 'co
'01 ("AI"'''''tI'J..U'''I'"'',,,,.n,
,..
800 IIfM. PAY AntE IN
NNl:' 11 fI WITIt I AN'
..
10' lu.. o"a""IO~ ...
.., ....
Ul-b1l<J
o. n d
.,' 1ft ,..
~1I ... "I .......
, '10'"
.~, ....\l"'~lIc.. ,..
.n
900. llEMS RE WREO BY LENDER 1 DE PAID IN ADVAN E:
.. .....
""" .....,.. ''''......'0'
.
"
I .....,.. ...t,
.n
1000. RE EAVE DEP liED WITH lENDER:
"
mOIO'ft''''
"'O"'~' O.
"'....,~. O.
",,,..'..'.1
",""110'01
",""110'. I
",""'11'01
",....'0.,0 .
llll~nl
pel ",I"'~
pH "''''''11
pe, ",'~III
p.''''''1OI1I
,""'''''111
","""'11
,""'""'11
..'"'"..."
" "
. ..
..
, "
IOO!A......IlIIlW
........
A re lie Aeco4lnt1
1100. 11TlE HAR E :
Escrow A
'01 III ",...1 ,(l0""
,0 Ab "" f II' ..,eh
, .
llf II'''' ,.. ...
10 0 ",nl' .,
", ,
1101, AIllu",,', ,... 10 MARCUS A HcKNICilII III [SQUIR[
"'c" b."'" "'.....
1l0'.Tnl,lnh'I"UII
5.0
. .'
" "
, 0... .'
"
1111.
111:1
1200 GOVERNMENT AE CROIN
1701 nlco,''''1I hll' flld'
01'"", I."",
AND TRANSfER HAR IE
385 ~o'8
o
85.0
." ,
o
1r01.
UOI.
1300. ADDm NAL mlEMENT HAR E
11\ ell "I
,,,
l)fi. ~97 srtoo "..
77
uCle
130'
,
1 409.56
387.00
I h'.' ca,...." ....I... III' IND'1 81111,,,,..., I'"'''''''' .... I. 1111 bill 0' m, k...._II,g, ,.., bel.1. It I' . ".., ,.., ,C(~rll' .1I..m.M of U ,.u'p" .n, "th'II"""" ",II.
U""I~eow"''''',m'''''ft''"I''II~II"n IIWIlII"CI'I'I"IIUIII""'Clt..'.e"PrOI'ft.tl;'/~~,tJ-f'.
lI~rro..,. \(.,. J -r:~J--- 0,1,1/1/96:;::'," M.ht:ttsJ-l..ut...Ii.A.601vr.,utflll.1/1/96
/JAL\ V I;AurM"" /1 SAil" DAI,N u{clJfRIX or [StAn or lll,OA s C.AIlII!H
,.",.." /S),~ /l1 K+~
DlA'mA M !J.UfHAN
D.": 1/
1/96 a.t., 01
A"M:
D,":
P.u.
'0.." 1/ 1/96
WARNING: h I. . ell"', I. '~o.lngry m.u 11'11 '"11""~U 10 'II. lI"hl 8tlln ,.. ,~'. 1111 ..., "t~" 'I.... 'olm
"""I. fit fI'''' .." 'hi' nU8 00'.8."....1001 U' ""'0"10'0
1I,'eUOIl U~ ...eloo'l .1In, '"' Im~IUlIl'
Shepard'a/McGraw.HIII
(800) 522.1050
PAGE 2
I I . ,7'0' "i:h'i; '::: ':' i:,.{i3..!J ~l~ [ij~i::"1 t;.1fJ';l oj i jL'1i:;rr.!i.1JJ~.1U\:-~:,~,:,:,:..~r(f~' ~,:;-~.: 1'1
,/ '.H'- . """--- --......'1.... -- ..- ".. -"--~"f'''~ --.- - "'fltt' ~. ~ I.h' "" I
" ... ...--- --- '--- ---- --:--- ,"{'" .>:
f"'. O[r.AnTf.1r tiT nr TRANSPO~T,6T10N . . 'I~
r~>',/' CCRTlrJCAH OF TITLE FO~_ A_~_~~_~~~E3'697 . ,;;,,;~j:
I:,;~j "",,'.1 '" "''''"/..",, ",,/, \..,"'" !I,,, ../1/.. I.'" /, 1...1" ,,,/,, 7'<, /',,,,,..,..,,,,,, {"""'/"'",..I.I,."",.. : .:"'1-
,,\:,. 872570015006596-001. . ':.,
k-, I 1,'\
'((,.c, LINDA 5 GA"RIEL I )Xi'
:;"! ~ I' ""'"_I
" 803 E CATHERINE 5T cooru:Gum I
i?:~i' CHAMBERSBURG PA 17201 ^. M'"OllfvrHIC'( :'!i:J
,... c .. CI AS!-l!C '.'ftll:' r II.....'
j.i~"~lj f ~ t~~~~~T~rl~~~{l'~~:",CLr, ':':( '~:,.'''..~.'"...';:.jj.I.:''
r." n . nrCOf'STnUCt[O V(IlICl ( I
X . r om.ICnt Y A lAxl
I 'l:.~'
II';;" ". ':ii.,:
i:';-'
, " ~ '::"1
I "f':
:f:;-.''i 35427744902 G~r'o 83 HONDA ;:;;~1'i
' .. :. ".' . -. ._..~. :. .,." ','.'r 0' ",,'Ct1 I!:f;;,jl
,I': "~ 1HGSZ?450DA015340 i,;'~'\
\1I"":lIrl'lf.l"f,', . ','.h,ln ,II. "-,'" IIltr,",~,"r(J"'u\',t,;"T 'l j
[Ii; J)).;.' I
u..,."..",',...., :1I,2~,t~~L.!207.<~~(,,83 on 37!J30, _ (0""; '~1,
lilt ,.1.,,1. ,(1'\1"11''',,1 'U II 11I1 II 11I1)1"""'11 Jf'''III'';u~IiI/l\: r ""l
::;~~~';
11U'111"'I-\\fII(f1I; Ilr"UUI:\"iIU I...:-,"'/"
11\11 .:0..
!
{:I,::.,
:i;-f"
I.."
:.~::!'.
I "" "..",,, , "'1'
" ~l
,': .:. l:\ _ -;,',-" ,,--- _I -.:"'.
",' , ,...... " "'!"j
'I f "'"111' I \\'"1/ ,'. '1'.1'4
11!::,:'i1' III' III'1EISlIl --;:", : ,,::>
,.: J
I ;~~\ III ".",..",," ;,:,,;i..~.:..~.l1'"
u 111"1:1111'1<11'111'1"'1111 _' _
I:;' . 'il!,
"~I :" 1 / ."'i{. "".. """"",,,, "d.,,,,,, ',,,, ~.." "'.., '" ........"...,. II" ""...""." 'i :'i~'l'l
~ ;':~:' 1",,,"",1,,,,/., U/'/'!','r'"'''/'''''rI''''UII''' 1111. ,",,,, 11111I1, ,/",,,,_.,11....,,,,. I .. I
"",I "",'111, 1"",'11"""'''''/''1'''' ,,,,,11.1,..,. I.....m"t.."/, .u;.t""rl"..,..,,, I .
'"U''''''' ,1,. '''11I11I1' 1.1 ,lri. 111/"" ..I. """'/tl~. /1" "1'1'1" "'" 1/. ,,,.. ,..1"",", .., ,. ... .. \.".J ,.
~ I ~.';:':j .....1.01",/, 11/"..1..." /,....", II,,,,,,, ""'.,,1.,,, ,,,,,,,..,,/1,,....... II.. .."..".1 f~~Y
",.,,,1. "I //,. /'1'"'''''''''''1/1'1',,''''''''' .., I,,,..,f''''''''''''' "!I..' ,/,,,, ..",f J
- I ...:.":J.",',.,,,....,...,,, /".,..1"",,,... "". "',,,', ,,,...,... ...."",.".""..".. r I .
-' Irr 1;./ ;-- ~--- . '. _. -----~ _ . :YA: li1
'. ..tl.., "J'~ ..... ,.... ....... ,III', ,Il~r'
,:. .... :' i'. ;:f,'?,::;,-..1;:!~"t\:'...'.\r- =.....~y:. . .~:r.;j .~Il,!",::<' ::1.'. Xll.~li!j"i=.:''''i..'JIIJ.'i..lIJf;,Ul-....I;r, ,;.'::'ii." " 'l.-"':'~"
U ,...J ,,, '.......~.'-.'7.:...,_,....,. . ~!I~~~;.~.~-';~~~1l..:.:..'!.;~IO!:...Jt..:.:..:!.~.. "':"..1
EMERALD DRUG 81 LL lNG- OEF',. 'Z300"N,)'RTJ:i"THYRO- 'stREEt".. . i-iARRi s.
PAS DUE **
."e..
IFTHEREISANYREASON ;
WHY PAYMEHTS ON YOq" .
PAST DUE
ACCOUNT :
HAVE HOT BEEN MAOE
PLEASE LET US KNOW
I I
I I
I I
fA
~~~~
+ ,v + ,.,. = (,97.<:J _ .00
-
-
DETACH HERE tOAS~.UIl[ PIlOl'[R CJl((jIT Pl[A<j[ ....Illll 'fOUll f'ATlftH ',UMUlIl Ot4 ~01Jf1 CII(C/o. AlID Ill'WIl4 W'''l n 1't)llT10f41';11U R(l.!ltlAllC[
DATE DESCRIPTION OUANTlTY AMOUNT
O~/Z5/q& DLUE CRO~~ AUTO CIA liP 1 2.553.9~CR
021021% IlRI~T BRACE 1 55.00
03/25/Qb BLUE CRO~S IU~URAIICE PAV/I[IIT 1 4,3,.1.6(ICR
OS/Ob/9b GLUE CRO:;:; III:URI.IICE PAVIILIIT 1 4,3n..5BCR
05/0./% DLUE CRO~~ IIl:URMICE PA'IIIEIlT 1 4,3(.1.66
05/07/% OLUE CRO~~ IlIPATIEIIT AOJU~TIICIIr 1 2.553,qz
05/07/% BLUE eRO:;S IfIPATItUr ADJU~n1EUr 1 2.571. 52CR
~
.
c
w
"
>
"
w
.
~
~
.
c
g
"
.
~
~
u
~ ~~~ ill)
~
w
"
>
.
>
.
~ /"1
.
c tlO~ " ,,,",
......J,J\ ,
- ( 'I 1/'"
: It
~ ~7\ :'1 '
, ,
IMPORTANT MESSAGE j.>Alltt41 t4AM!:
L1I1DA S GADRIEL
PAlIEPH !lUMaEA
TlIAIIK YOU rOR U51t1G TIlE SERVICE5 OF TIlE 12.0027
CARLISLE H05PITAL. TillS IS A ZELr PAY
ACCOUlIT. AIIO TIlE DALAIlCE IS COll510EREO ACCOUNT SUMMARY
YOUR RESPOI15IDILITY, IF YOU HAVE IIl:;URAIICE
COVERAGE PLEA5E FILL ItI TIlE IIlrOOIlATlOII 01 PREVIOUS 7.901.00
BAl,AP4CE
THE RE'IER:;E OF TlI15 DILL. IF YOU HAVE AN'!
QUE~TIOII~ CALL 249-.676 DETIIEEII 9AII AIIO t4E'N 55.00
CHARGES
4FII. I'A'fI.lElHSi
OTH[R 6.943.IOCR
ADJUSlI.IEt4TS
CWlllENT
ACCOUIH 1.092.90
OISCltARG[ I SER....ICE AAlAtICt'
DATE O~/OO/96
IIEEO IIELP HITH OTIIER IlCDICAL DILL5 7? f1AH,I['H 06/03/96
AGREtMWT OUtDATt
CARLISLE U05PITAL CLAlrl CARE 717-&:(.5-5158 A"'OUNT .00 PAY
RET..m TIllS POATlOtl P"'fMPHS R[C[IV(O AlTER BlllllIG DAIE,\lll APPEo\I~ O't Pl[XT STATEM['jT THIS 1,O9~.90
AMOUNT
1
1
.
I
1
~
I
j
1
1
I J
D NO. AA
146582
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
"k
1I~1I62UI'."1
RECEIVED FROM:
6
ACN
ASSESSMENT ':'I
CONTROL ~
NUMBER
AMOUNT
MC KN I GHT r11'1RCUS 1'1 I I I
60 W POMFRET STREET
101
"'78.01.
CARLISLE, PI'I 17013
ESTATE INFORMATION:
t:I FILE NUMBER
g 21-1996-0279
t:I NAME OF DECEDENT (LAST)
~ GABRIEL LINDA 5
II DATE OF PAYMENT
m POSTMARK E
COUNTY
S5N 179-3(1-3684
(FIRST) (Mil
CUMBERLAND
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID
MARCUS MCKNIGHT
$78.04
DO
REGISTER OF WILLS
'y'
RECEIVED BY , f,l,l" j J ,.' ,';:"
IGHAt
, .
, I . ' ')
MARY C. LEWIS '/. 1/.......".
REGISTER OF WILLS
SEAL
CHECK II 10766
. - ----
. _ ~~.--...-N..... __.--1"1" a"}':.
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
*'
BUREAU OF INDIVIOUAL TAMES
."I[AIlAHCE 'AX DIVISION
OCPT. 110ftOl
ItARRlnURQ, PA 11111-0601
NOTICE OF INHERITANCE TAM
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAM
n'.I"""'''Ul.H)
HARCUS A MCKNIGHT III ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
S
10-22-96
GABRIEL
02-24-96
21 96-0279
CUMBERLAND
101
LI NDA
Anount H..Ut.d
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 ~
iiEij:i54"i-E;CAFP-fo7":96Y-ijffrYcniF-YNHEifiiANCn'-liniPPRiI-iSEii€ijT~nA[DiwANCE-ifR------n---------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GABRIEL LINDA S FILE NO. 21 96-0279 ACN 101 DATE 10-22-96
TAM RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l E.t.t. ISch.dul. A) 11)
2. Stock. and Bond. ISchedul. B) 12)
3. Clos.ly Hald stock/Partnership Int.rest (Schedule CJ (3)
4. Hartg.g../Not.. Raceivabl. (Schedule D) (4)
5. C.sh/Bank Deposits/Hisc. Parsonal Property (Schedule EJ (5)
6. Jointly Own.d P.opo.ty ISchedul. FJ 16)
7. Transfers (Schedule G) (7)
8. Total A...t.
) CHANGED
3B.500.00
.00
.00
.00
8.397,40
26.00
13,942.11
18)
NOTE: To Insure proper
cr~Jt to your account,
subnit the upper portion
of this forn with your
tax payn.nt.
60.865.51
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expans../Ad.. Casts/Hi,c. Expans.. (Schedule HI (9)
10. D.bt./Mo.tg.g. Llobl1ltl../Ll.n. ISch.dul. I) 110)
11. Tot.1 D.duction.
12. N.t V.lu. of TaM Ratu~n
13. Cha~itabl./Gova~nn.nta1 a.qu..t. (Schedule J)
14. N.t Value of est.t. SubJect to Tex
9,647.33
6,057,88
Ill)
(12)
(13)
114J
I ~,70~ :>1
45,160.30
.00
45.160.30
NOTE:
If an assessment was issued prBvious1y, 1inBs 14, lS and/or 16, 17 and 18 will
reflect figures that include the total of ~ rBturns assessBd to date.
ASSESSHENT OF TAX:
15. Anount of Lin. 14 at Spou..l ~.t. (15)
16. A~t of Lin. 14 taxabl. at Lin.aI/Cla.. A ~at. (16)
17. A~t of Line 14 taMable at Coll.t.~.I/CI... 8 ~.t. (17)
18. Principal Tex Du.
.00 M .00=
45.160,30 M .06=
.00 X ,15=
(18)
.00
2,709.62
.00
2,709.62
TAX CREDITS:
PAYMENT
DATE
05-23-96
08-01-96
RECEIPT
NUMBER
AA112868
AA146582
DISCOUNT 1+)
INTEREST 1-)
131.58
.00
AMOUNT PAID
2,500,00
78.04
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
2,709.62
.00
.00
.00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN '1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE OUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
f)'
RESERVATIONs E.t.t.. of d.cedent. dyIng on or before Dec~r 12, 1982 -- If any future Inter..t In the ..t.t. 1. tran.f.rred
In po.....lon or enJay.ent to Cia.. 8 (coll.ter.l) beneflclarl.. of the decedent aft.r the explr.tlon of any ..tat. far
llf. or far y.ar., the Co.-onw.alth her.by .xpr...ly r...rv.. the right to appral.. and a..... tran.f.r Inherltanc. ,....
.t the lawful CI... B (callat.ral) r.t. on any .ueh future Int.r..t.
PlJRPO<( Of
NOTlCE1
To fulfUI the r.qulr....,t. of Section ZlltO of the Inherltanc. and E.t.t. Ta. Act, Act 22 of 1991. 12 P.S.
Section ZlltD.
PAVHOf1':
Detach the top portIon of thl. Hotlc. and .ub.lt with your p.y.ant to the R.gl.t.r of will. printed on the r.ver.. .Id..
__.... check or lIOn8y order p.yabl. to: REGISTER OF HILLS, AGENT
All payaant. rec.lved shall fIrst be applied to any Inter..t which .ay b. due with any r..alnder applied to the tax.
REfUND(CRh
A r.fWld of a t.lC credit, which wa. not r~.ted on the TalC Return, .ay b. r~.tad by cOIlpI.Ung an "Application
far R.fund of p~.ylvanla Inherltanc. and E.tat. T.... CREY-IlI]). Application. ar. .vallable at the Offlc.
of the Reglst.r of NUh, any of the 23 R.vltl'lU8 District Offlcu, or by calling thtl .pKlal 2"-hoUr
answering servlc. nuabar. far far.. orderlng1 In Penn.ylvanla 1-800-362-2050, out.ld. Penn'Ylvanla and
within local Harrl.burg ar.a (717) 787-809", TOOl (117) 77Z-2252 CHaarlng lepalred Only)_
OBJECTIONS: Any party In Intere.t not satl.fled with the appr.I...-nt, allowance or dl.allowance of deduction., or ....sa.ant
of talC Clncludlng dhccx.nt or Int.rut) .. shown on this Notice IN.t Object within .lxty (60) d.y. of rec.lpt of
thl. Matlce bYI
"written protut to the PA tktpartaent of R.v8tll.M, Board of Appeals, Dept. Z11021, Harrisburg, PA UUI-IOZl, OR
--.lectlon to haY. the .att.r dtItBr.lnad at audit of the ecCOU'1t of th. per.onal rapr..entaUv., OR
--appeal to the Orphan.. Court.
A'"tlN
ISTAAT1VE
CORRECTIONSI
Factu.1 error. dlscav.red an thl. a......ent shoUld be addr....d In writing tal PA D.part.ent of Aev.nue,
Buraau of Indlvldu.1 T...s, ATTNt Po.t A.....eant R.vlew unIt, Dept. 280601, Harrlsburg, PA 17121-0601
Phone (717J 787-6505. See page 5 of the bookl.t "Instruction. for Inherltanc:8 T.. R.turn far II R.sId.,..t
aecadent.. (REY-1501) for an ..planatlon of adIIlnl.tratlv.ty carrect.bl. error..
DISC(U(l1
If any tax dutl Is paid within thr.. (]) calendar .ontht after the dec.dent". death, a flv. p.runt C5X) dlscOU'1t of
the t.lC paid Is .1lC>>HId.
POUl TV:
The ISX tax __.ty non-partlclplltlon J*\8lty Is cCMIPUted on the total of the talC and Int.r..t ......ed, and not
p.ld before January liS, 1996, the flr.t d.y IIft.r the and of the talC ,..,.sty period. This non-p.rtlclpatlon
pen.lty I. eppBalabl. In the .... .annar and In the the .... tl.. p.rlod a. you would appeal the t.lC end Int.re.t
that ha. bean .....sad III Indlc.tact on this notice.
INTEREST I
Inbrut Is charged beginning with first day of delinquency, or nine (9) IIOMth. and ana (1) day frE* the d.t. of
death, to the date of p.YHnt. Tax.. whld1 bee-. cMillnq.MW\t bafare Janu.ry I, 191Z b.llr Inbrut lit the rat. of
.1lC C6in parcent per""""" calculated at a d.lly rat. of .00011A. All tax.. whld1 bee... cMi1Jnquent on and aft.r
January I, 1912 will bear Inter..t lit a r.t. which will v.ry fro. calendar year to calend.r y..r with that rat.
announced by the PA Dapartaont of R.venue. The appllcabl. Int.r..t rat.. far 1982 through 1996 .r.1
'!!!! Int.re.t Rate Dalh Inter..t Fector ~ Inter..t Rat. Dally Int.r.st F8Ctar
1912 'OX .000548 1917 .~ .000Z"7
1915 IU .000411 19&1-1991 It:( .0DOlOl
I... Il~ .000301 I'" 'X .0002U
1915 UX .DOQ!56 1995-1994 "IX .00011JZ
I'" I'~ .00027" 1995-1996 .~ .0002U
--Int.rest I. ulcullltad .. follows:
IKTEREST = BALANCE OF TAX UNPAID X HUftBER OF DAYS DELINQUENT X DAILY IKTEREST FACTOR
--Any Hotlce I.sued .ft.r the tax beca... cMillnquant will r.flact en Int.r..t c.lcul.tlon to flft-.n (15) day.
beyond the date of the a....a.ant. 11 Pllywent Is aada aft.r the Interut Cu.putlltlon date shown on the
Notlc., additional Int.re.t MIst be calcul.ted.