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HomeMy WebLinkAbout96-00584 No. 21-96- 584 Estate or Lee H. Gensler , Deceased I>ECREE 01<' PROUA TE AND GRANT OF LETTERS AND NOW JUL Y 25. 19~. in consideration or the petition on the reverse side he,eor. satisrac(ory proor having been presented bero,e me. IT IS DECREED Ihat Ihe instrulIlelll(s) dated .11111" 12, I !]!]fl described therein be admitted to probate and liIed or record as the last will or Lee E. Gensler and lellers Testamentary are hereby granted to Beatrice L. (Carpenter) Gensler. Pro bale, lellers. Etc. ."..,." $ Shorl Certllicates(2 ) , , , . . . , , ., $ Renunciation ......,..,...", $ JCP $ ~.OO TOTAL _ $ 1?6,OO Filed,...,., ..)V~,~ .??,., ,m.6"".,.".., 115.00 6.00 , Rf(Cjstrr or iII~ ; , MARy CLEWIS Frey and Tiley Robert M. Frey, Esquire 1106274 FEES ATTORNEY (Sup, Ct. I.D, No,) 5 S. Hanover St., Carlisle, PA 17013 ADDRESS 717-243-5838 PHONE (')(') .cJ :lJ c: r;'- -'.- ,- lh L. ,- .- l'.l \Jl c; . (f1 -- " , .' \Q Called attorney on 7-26-96. Thi, '" ltlll'fllly Ih,lllllt illl"llll.tll,'lL iI.'11 ~~l\tl1 I' \,'11"11,, "'1'11111"111 ,Ill 'dll'lIld ltlll!I,.1l1 ,ll ,11.lIh dllh Illl.! \\111. Illl' .1... I.tlLd Ih'~I'Ir.tl Tilt .jll.l:lll.lJ It 11111\ .111 \\ III hi' I"j\~ 1:,lt ,!I" lh ''oLill \ It.! I\c" ",I" flrlH t I", 1'1 1111.clll III 111111.1' WARNING: It Is Illegal to dupliclIle Ihis copy by photostnl (lr photograph, 3G .1 ( 1 If ~";"\"~\i"~jJif[,'i~' , " .$-/ ' -1'.r." JIi~~~~'~ ~~~.) .~~;~-:' '~'<.fY '~J~~! ~ ~,:,~;;"~,~~U~~'--' ru' 1111 fill' ll'lltll\,llt ~.) Il(l .Jlli 1fi'H' No [l.lll' ..,ali'u....1.? COMMONWEALTH OF PENNSYLVAtllA . DEPARlMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH Lee E. Gensler V. I }In Ie 1'''""",-. '\.<-0.. \(n",h 'oV"PI. ;.'1 OfrlOh. u "'_ .....IOftiCltl...".,...""..... . Ib8 - 26 -4008 Ju 1, II 1011", '''1,.."""""" 'JOOOl""LO" - n... ....t~....,...., ,'''' "'.....r t....., PI...-:tO.<.4a.1...:._.,........ _....._,..u_,_..._ """,,,,,,-", ....._L; I~l.-... h - 61 '. '..-'.,e. , .,.,' tOV......Ol'CUI'.. Cumbcrlnnrl s. ."'. ...._.~_.~ _. -... ... ,'.-'" \..'hi te h '. OIIC4""U""'IOCC1Jnl'()OO ';':.;'::.f:;"'~~:J.'::': III Security II HiUlary POSl ClICIO(~'S"'''''H::l'OOfIlSl.~_ c~._ 51.- :~o,..o' IAtH)I.'"1 'C'1J-"~ "fW'f'oC' ........."".... ...cr....,._ "101000" 1lU~'''''S~'''D\i'!o'''' .._',o.j,'loll'II5........ ..._"'.....w_ """"..~<'wI ".....,.,""GV')O.,... .-1-...-...... 1l('1~hm;m 11 Thornhill Court It Carlisle. PA 17013 U,"l...,~-"v(.......'Nj...., Rnlph , _()II".~ ,...wt.l,~...", IT.[] ___..-5-.}li ,1,llntnn .-----.- .. J:Ilrl!.I)(!rJnnd ,,.0 :::.:-.:=.:::.. UO'..."S...Uf.'..."...."'_!u..y:.. " tlculah fry ~~rn\i..fr"~i:rtl"to~rt:" Co~"t'rs1c. PA 17013 :..~: Gem; ler Benlrice Gensler .....""" 11I__..,..0 OallOf OoVOIl'OO't _0.,_1 July 15, 1996 .. ''''~0'l'1l~43-L ~ IO"S(HIJ"'..._ .hlh II, 19lJh . 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'UfDoC.lLI..lUI"IJl1:OfIIO"rll Ofl_,,,...~..._.I........t;........I'..............'O,...._.,,...".......'.d"'''.I''''.,..,.,....,.........."..1..,".......'1..... ..._nll..... ." ..'''':....~:~;~:\~~~_~O,( [;"kt,,::l,LOi O.lf.'IC.......,__' du.\ h \<.'1. \Clqe., 21 - 96 - 584 00 \0 :IJ CiF ~tL- ~ 0- 0, ~ ~; \.. " ~- c.: .- N Ul """I ~- 0 <" " lit {,:; ..,. -, ....~ \Q LAST WILL ANI> TESTAMENT OF L1m E. GENSLER I, LEE E. GENSLER. unmarried, of South Middleton Township (mailing address: II Thornhill Drive, Carlisle, Pennsylvania 17013), Cumberland County, Pennsylvania, being of sound and disposing mind. memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament herehy revoking and making void any and all Wills by me at any time heretofore made. I. I direct my hereinafter named Executrix to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I direct that all inheritance,transfer. succession, estate and death taxes which may be payable on account of my death shall be paid from the residue of my estate regardless of whether the assets upon which such taxes are based arc included in my probate estate. 2. I direct that my funeral services be conducted by Hoffman-Roth Funeral Home. 219 North Hanover Street, Carlisle, Pennsylvania, and that my body be interred on a burial lot which I intend to acquire and on which lot my friend, Beatrice L. Carpenter, shall be interred in the event she predeceases me or if she survives me she shall have the privilege of having her body interred beside mine, 3. All of the rest, residue and remainder of my estate. real, personal and mixed, and wheresoever the same may be situate, I give. devise and bequeath to my friend, Beatrice L. Carpenter, her heirs and assigns, to the exclusion of my children, born and unborn, provided my said friend, Beatrice L. Carpenter, shall survive me by a period of ninety (90) days. 4. Should the said Beatrice L. Carpenter predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to the following five (5) persons, their heirs and assigns, provided each of them shall survive me by a period of ninety (90) days, but should any of them fail to so survive me then the share such deceased person would have received shall pass to such of his or her issue as shall survive me by a period of ninety (90) days. per stirpes, and if there be no such issue the same shall lapse and be added to the share or shares of the other persons so surviving, said five persons being my two daughters who are Anna L. Gensler and Lisa D. Gensler, and the other three persons being the three children of my friend, Bealrice L. Carpenter, who are Teresa K. Billman, Edward L. Carpenter, and Nancy L. Carpenter. 5. I hereby nominate, constitute and appoint my said friend, Beatrice L. Carpenter, as Executrix of this my Last Will and Testament, but should she predecease me or fail to qualify or cease serving as such, then in such event I nominate, constitute and appoint her daughter Teresa K. Billman as alternate or successor Executrix, and I further direct that neither of them shall be required to post any bond to secure the faithful performance of her duties in the Commonwealth of Pennsylvania or in any other jurisdiction, IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on one (I) page, this 12th day of Ju ,1996. (SEAL) Signed, sealed, published, and declared by LEE E, GENSLER, the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, :md in the presence of each other, have hereunto subscribed our names :L~ anesting witnesses. rzrh..'L;- At, h7 r~~i!."l LAST WILL AND TESTAMENT OF LEE E. GENSLEI{ I. LEE E. (; ENSLElt Ulllllall i~d, of Smuh Middl~IOII Tll\\'lIship (lIIaillllg addr~": II Thornhill Driv~, Carlisl~, 1'~lIl1sylvallia 17013), CUlIlb~rlall" ('oum)'. PClIlIsylvallia, b~illg of sound and disposing mind. mcmory an" undcrst,lIlding. do hcrcby makc, publish ,Ill" dcclarc this as and fur my Last Will and Testamcnt herehy revuking and making void any and all Wills hy me at any tillle heretoforc made. I, I direct my hereinafter namcd Exccutrix to pay all of lilY just dchts alld fun~ral cxpcns~s as soon after my dealh as nUlY be found convcnientto do so. I dircclthat all inh~rilan~c, transfer, succession, estate and death laxes which may be payablc on :tccount of my death shall hc paid from the residue of my estate regardless of whether the assets upon which such taxes arc based are included in my probate estate, 2. I direct that my funeral services be conduclcd by lIoffm:tn-Roth Funeralllomc, 219 North H:tnover Street, Carlisle, Pcnnsylvania, and that my body be inlcrrcd on a burial lot which I intend to acquirc and on which 101 my friend, Beatrice L. Carpenter, shall be interred in the event she predeceases me or if she survives me she shall have the privilege of having her body interred beside mine, 3. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my friend, Beatrice L. Carpenter, her heirs and assigns, to the exclusion of my children, born and unborn, provided my said fricnd, Beatrice L. Carpenter, shall survive me by a period of ninety (90) days. 4, Should the said Bealricc L. Carpcnter predecease lIle or fail to survive me by the aforesaid period of ninety (90) days, then in such evcnt all of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to the following live (5) persons, their heirs and assigns, provided each of lhem shall survive me by a period of ninety (90) days, but should any of them fail to so survive me then the share such deceased person would have received shall pass to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the share or shares of the other persons so surviving, said live persons being my two daughters who are Anna L, Gensler and Lisa D. Gensler, and the other three persons being the three children of my friend, Beatrice L. Carpenter, who arc Teresa K, Billman, Edward L. Carpenter, and Nancy L. Carpenter. 5. I hereby nominate, constitute and appoint my said friend, Beatrice L. C:trpelller, as Executrix of this my Last Will and Testament, but should she predecease me or fail to qualify or cease serving as such, then in such event I nominate, constitute :tnd appoint her daughter Teresa K, Billman as alternate or successor Executrix, and I further direct th:tt neither of them shall be required to post any bond to secure the faithful performance of her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOfo" I have hereunto set my hand and seal to this my Last Will and Testamenl written on one (1) page, this 12th ::ty_ of J~n~~ 4~: .? I ..,(('" " .-&,c/I{f(../ (SEAL) Lee E, Gen ler Signed, scaled, published, and declared by LEE E, GENSLER, the TesHlwr above named, as and for his Last Will and Testament, in our presence, who, in his presence,:II his request, and in the presence of each other, have hereunto subscribed our names as altesting witnesses. j"\',t(.~-S.', y,. ,~ .- . '..._~ } I )/, j) JLL;r.<- "\ I) ~ ~ .. "c=-ooc ! ..;cc,~E~ ;"';1:",2 i~tHiJO ~ l~ i U . 'I5111( . 1 'I5ijis~t ~ Ilis I t 11Jtll(7i hr I ' .., '5tf 1 is, ~ ':'t itUI' C.'!l .... _,I . '1511 DII EZ c' tIll I Ii" till:; ~3 ., , ) cr " <>'b c dtlli tll/I! I ., .... ~ \!~ :J .2J ' , ~j I,:: .Q l~ ."L J: l! Jdll~i ' t:ll ~ ~B II I!ii Q) a:a: '-19111 tlh1hu ~ t1:15 I m~ ;~Ii lo! .~l~ GI GI ..C"15< Q)~",:s"COOCD :o.son...o .c.,Sou...c "" co It> .J, '" ,!.. ... ,,'11 'Q.."<= l'!....~ t:~<= ',;;: u u,., ~1l.l:D 0'0 'D , cc::= ,,00- o:a._ ll"o" J:!! aCi , = s::. (1\J ~:Ec "-0 J- " :; C:"L1 .."- c::: " . >-" - '0...'0 . _ 0 :::0-, o. . . L1c:- ._ :0 , . o Z rz:l ~ ... 1>4 .rz:l . .~ J . ~, ,'"" . " , . t ~~ ~ ll::rz:l Z e-.~ . < ..l5Eo<I>4e:: Eo< rz:lrz:lrnOgj ~ ZC)>C:f.Llrz:lz f.Ll Pl>4iialJlEo<Eo<lt .~ oOe-. ~~<O~f.Ll C) ~ is ffi ~ ~.Eo< Z ~ ~PIllFil~ffiZtg~ ..:!ial>4~i=3Fil C).(' <=OClltZ ~... ~C)ZO'~IIEo<rz:lSZ~ I>4rn rl)Cle<> ~ ~ E=: <. ~'~ Zrz:lpz~f.Ll~ffi>< <~elrz:l~ffii5lllrg Eo<I1<~I1<e-.~p~z ~Ort.l~1>41>40Prz:l ~g:~C)oornC)11< i ~ i'1i~lil~~ -I~"'''''N f=~~~~ oI:l i:i an.. c >ZJ:CDCD wa:.c]!g a:OS1ij<= u..Sc51()~ It> ~ . . ~ . ... ..... ~ ., . ::r. REV.ISOO U. l,qAI w .... ..Con u=~ w..U :;00 u"'.... .... .. c ..... onz Ww "'0 "'z S~ ~~ COMMONW(A\lH Of PWN!lYlVANIA D(PARTMENT Of R(V(NU( D(Pt 280bOl H~RRI!l8URG, PA !'.~~8~1_ OlClDfNT'S NAM( II loST, fIIST, AtW M10Dll 1"llIAll ,5. ,:) 1'-1- /3 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) FOA OATIS OF DIATHAnlA 12/31/91 CHICK HIAI IF A SPOUSAL POYIATY CAlDIT IS CLAIMID.I I FIll NUMBIA 21-!lfi-5H4 COUNIY CODE YEAR 1.ll(lllI"I'~ {OI,lPIIIt AUOIlI!.!. GENSLER., I,EE E. _.. nn... . .. . II Thol'llhill Court !.OCIAI !l(CUMY NUM-UII JOA1(0IOIAItIU- -- JU-AU oi 11171111 Cnrlislc, P A 17013 168-26-40U8 ../!JIY_ll._L9!l6. .June 9..1935. C"'"'f...nCUlllbel'lWld..---..------ " "",,,..,, '","""0 '"'"" ,...., '"'' ."" ..., .>om' ,..""" e~'~e~~~""":"n__._'"Ol'~ '~~':~' """"eloO"'1 [iJ 1. Original Relurn IJ 2. Supplemental Relurn [-] 3. Remainder Relurn (lor dalel of death prior to 12.13.82) o 4. limited Estate [] 40 Future Intere,1 Compromi,e [l 5. Federal E,late Tall Relurn Required llor date, of death oher 12.12.821 [Xl 6. Decedent Died Tellale [J 7. Decedent Maintained a living Trult J!. 8. Tolal Number 01 Safe Depolil Bolte, (Attoch copy of Willi IAttach copy of TruI11 ALL: CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI .... 15 o w U w o NAM[ Frey and Tiley Ht(PHON( NUMIlII 243-5838 z o ~ ., .... 0: "" U w '" 1. Real E,tate (Schedule AI 2. Slack< and Bond, (Schedule B) 3. Closely Held Stock/Partnership lnler"l (Schedule q 4. Mortgage, ond Notes Receivable (Schedule D) 5. Calh. Bank Deposits & Milcelloneou, Penonal Property (Schedule EI 6. Joinlly Owned Property (Schedule FI 7. Trond... (Schedule GI(Schedule LJ 8. Total Gron Auell (10101 Lines 1.71 9. Funeral e"'penlllS, Adminillrative CO\ll. Miuellaneoul E)I(pen,es (Schedule HI 10. Debts. Mortgage liabilitie" lion, (Schedule I) 11. Total DeduC1ion, (tolalline, 9 & 101 12. Net Value of Ellal. (line 8 minUI line III 13. Charitable ond Governmental Bequ,," (Schedule J) 1.4, Net Value Subject to Tall (line 12 minu' line 131 15. Spoulol Transfers (for datos of death after 6.30.941 See In"ruelicn, for Ar,plicable Percentage on Reverse Side. (Include values rom Schedule K or Schedule M.) 16. Amount of line 14 lOll able 01 6% role (Include value, from Schedule K or Schedule M.) 17. Amount of line 14 toxable 01 15% role (Include value I from Schedule K or Schedule M.I 18, Prindpollolll; due (Add lax from Line, 15. 16 and 17.) 19, Credih Spou,al Poverly Credit Prior Paymonh + ____,____u_____ + z o ;:: "" .... ., .. :E o U >< "" .... COMPI( H MAIllNG ADDRU!. 5 South lIanover Street Carlisle, PA 17013 (II (21 - (3) . ( 41 151 39,9U()~.OO .....'l J ~~l!~ 76. . _ nn Te~~~y en l.!r(l! y (6 ) 171.... 47,146.76 {91 . n ~ _.--1Q.,~E'..!l.L_ (101 ....nn~_ _.J7J 69.;h81..__ (B I . 34,11 1. 75 13.035.UI (15) (11) (121 (131 (14) 13LU~.'i..()Ln_ x. Q.O= O.UO 13,035.01 (161 x 06 = (171 x IS = (lBI .. .---.....---..Q..,..l!Q.- OiHounl IntcmlS' (191 120) 20. If line 19 il grealer than line 18, enter the difference on lino 20. Thi, is tho OVERPAYMENT. aD Check horo if you aro roquolllng a rofund of your overpayment. O.UO (211 (21AI 121B) .~n__._n.__n.O.OL_ 21. Uline 18 i, greoler Ihon line 19, enter the difference on line 21 Thi, i, the TAX DUE. A. En!er Ihe intere,! on the balance due on line 21A. 8. Enler Ihe tola1 of line 21 and 21A on line 218. This i, the BALANCE DUE. Make Check Payable to: Regbter of Wllls, Au!nt , ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~ Under penoltiel of perjury. I declare that I hove ellamined Ihi, relur", including accompanying "hodull" and stalemen". and 10 the b"l of my I..nowledge and beliel. il il Irue, correct and complo!e I doclore lhol all rool e$lole hOl been reporled 01 hUll mor~et value Declaration of prllpOftlf olhef than Ihe perianal representative i! bo,ed on 011 informal ion of which preparer ho, any I..nowledge "01""0"'"'0 ~.-' (t.'''~~:'6:::~,1u{.~o~:;~~~~I~i~;~:..-c~rIisl~..I~~In7~;~~..~ .u___ O:"iL-2i~~~/_. 'ION. "" o' PI" ~ HI~.II"''''''''''' ~OD.m 0'" ~ ~L-:,_.~_(__.~.~,"'I.!Inover St., CarlisleLPi\.J7~01}u ~__d~~{L A; SotUomont Slaloment UII '''fl..",,",..1 II........ 1~'U,'."ll..."'p...."1 ~ ,r Hun ~o 1'01 ~:l\ Type Dr lOin D"~ E. NAME AND AOonESS Of SELlen. fhller IIN. I F. NAME AND ADDRESS Of lENDER: 10 "'ilA J Kl rOllV 11'11", 4.0 VA !t 0 (any Int. ___ ___~_ C. NOTE: lhlllorm It Iuml\hed 10 g~ you. a'-'emenl 01 ICtu.l Utl\loment COlIS. AmounlS paid 10 Ind by Ihll ulllomont Igool Ire \ho...." 11""1 1T\I,~.d .poc." w... paid oulslde 01 CIo5"g; th... .le Ihown h9lft 10f nlOlmllllonal IlUlIlOS"S .nd .re nol fld,dlld Jllhfllot.~ D. NAME AND ADDRESS Of UQfVlOWEn. Martin A Wllllnlon.nd If II ... W'llt'"to" 1119 liorth PItt !Itrflft. (.rll.l~. PI. 1101l Iht' hlott!! of It'e (, Genshr II Thornhill (nurl, C,r1I1It'. PI. 11011 "tCub,roc MortOIQII [erllM.llon 111ST~s fdlSonOrlve, CollJ!tlta. MO 11041, I'. ",.,rrt)rr 1l','-Q'-004 lo"" 11..,..,1" JIL004J M'lltO"'l" In\lJ"Il(f' t",,, Ii,,..,,,.. G. PROPERTY 100 Old 10." Ao.d LOCATION: r.ard..."r.. PA 113?4 H. seffiEMENT AGENT: PlACE Of SETILEMENT, ITIN - IS-m08l6) I. SEmEMENT DATE: HAllrT .. VOtl!. Attorn.)'s at law II W. Po,dre{ Strret. Suite 1, Carlisle, PA, lion JanuaryJI.1991 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTI N 100. GROSS AMOUNT DUE FROM BOMOWEn 00. GnO~ AMOUNT DUE TO SF.Urn '01. e.R!"e1 11111 ,,0(, 39,900.00 101. Conl.nl"'1I 1'<1<, 39,900.0U IUp.",Rtl,.,,"l G,.r...Onllr"'P"" - In '.t11I""MCtI.,....,ItO"o... .., 1I1O"'....1&~, 2 471.47 ". ... '"~ ... ADJUSTMENTS Fen tTEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS ran ITEMS PAID BY SElLER IN ADVANCE: 10. DI,Il.,"'IIU " le._ DI,.~O.IlIl'U " '0'. e.~"" 11111 " IG' CoU"" II." " '" ........"'.IIt. 1/31/97,. 6/30/97 ~, ., ." .....tI.",.nll 1/31/97.. 6/30/97 ~, ., ". ". 110. m ,n .n n. ." 120. GROSS AMOUNT DUE FROM DORROWER 42,434.89 "" GROSS AMOUNT DUE TO SEllER 39,963. 42 :'00, AMOUNTS PAID BY OR IN BEHALF OF BonnOWER- 500 REOUCTIONS IN AMOUNT OUE TO SELLER ;-0, O.tllll" ,,'R'" "'0".' 500.00 ~Ol he... d'p,," ,... "''''ut"..nl} II) ......c....."""""1 " R,. IllInCI! 37.900.00 $G' ',W'''''n1 Ctll',,,,O U."I"'. HOOI 3,169.20 ;O'_[oilt".IoIR('IIIURhb,.C!.o ,0) r......'tol"l'j..h..htj.e'ItJ ". Sc& ,."" "II." .......1.. I,,"II,urIS S.vlrlqs 8ank 16 729.34 ". sos r.,." "' uco... "'O"QI~. 14ln '" '" '" Siller Contrlbut.on 1 197.00 '" !i~IIt"r (onlrllllltIO" 1 197.00 '"~ '" '" ,.. ADJUSTMENTS FOR ITEMS UNPAID BY SEllER: ADJUSTMENTS FOR itEMS UNPAID BY SELLER: ,.0O.,fI.'RlIln " "0 D,,!lo.~ ,.... " '" CotVl'"..... 1/ 1/97.. 1/31/97 2.481 III. eo","" IlIn 1/ 1/97.. 1/31/97 '.48 ." ........"'.~t. " "l.....II......n" " '" ." ... ... ... 'IS. ." '" 'IP. Sir, ... ... ... ... 220. TOTAl PAID BYIFOR 39,599.48 520. TOTAL REDUCTIONS 21.098.02 BORROWER: IN AMOUNT OUF. SEUEn 30:). C.ASH AT SETTlEMENT FROMfTO DomOWER 600. CASIf AT SETTUMWT TOlfnQM SEllEn :01. (jrDU .,N'KiM dur rrOl'l borro"..,. IlIn~ 110} 42 434.89 o , firDU ~'MUnt d",. tn ,,.11...,. IIlnfO 4101 39,963.42 101, hn amount nlld bvlfor horro."", lit".. no J9 599.48 602. lrn rrduct'M 111 "."t rtUf! s@llrrtllrw! S20 21 098.02 303. CAS" ( 0'ROM) (0 TO) OOMOWER 2,835.41 603. CAS" I [3 TO) I 0 FROM) SHlER 18,865.40 HUD.' (3.86) - RESPA. HB 4305.2 PAGE' N~~~~~~ Iliun"" S;'\'III~S <<)I't'l'illllll\~ t't'IIII'1 ,;:1;; :\lItlh I:!th Sll't'l'l 1.1'lI\tI~'lIt'. 1't'IlIl!o.yl\,;lI1ia 1711n 717/7:11.1-\.111 717!7:1I.!I:m2 Fax JIu:lust 8, 1996 Frey & Tiley 5 South Ila:1over Street au-lislc, P^ 17013 Ire E. The infornatiDn which you requcotcrt on thc G:!IlSlcr Estate (!:ior:inl S;.curity Humber l\CCDunt(o) of 168-26-4008 ) is as follown. Account !lumbcr(s) 17-02-130205 Class of Account Savings D3tc Ol'cnct! 9-20-93 Principal Dalencc $115.95 ;'ccrJcd Interest .09 Dolancc at Date of Dcath 116.04 Account Owncrship Irdividual !lome of Joint Owner, if any '1110 infomatial that \>OS raqucstcrl ==rnin:l the nortgage will !xl fortho::mi.ng . Dllte Ownr.rship "'''5 l:slnblinhed 9-20-93 Please h3vc the EXO:utor of this lUXXJIJI1t sign the enclosed 1j-9 fonn am roturn it to rre in the provided cnvclqX!. Thank yoo. Additional Infor- ",aUDn Reqlle::tctl Sina:lre]. y, ...-----".:,--.,' - ~#" t' / / ,.<~/ .-='" (~ -0.--- ~.#...... -(..:',,:.~~- -, Gretchen L. Calc Er. Retail Jldninistratial Services Rep. D Dauphin Deposit Bank and Trust Company MAIN orFlCE 2'3 MARKET STnEET. ItARRlSDURO, P[NNSYLVANIA 17101 117 2~5.2121 Decedent Confirmation Name: Lee E. Gensler Social Security No.: 160-26-4008 Date of Death (000): 07/11/96 Account No. 0066341418 5700028417 ------------------------ ------------------------ ------------------------ Type Checking Savings ------------------------ ------------------------ ------------------------ Date Opened or Issued 05/02/94 10/31/95 ------------------------ ------------------------ ------------------------ Date Closed or Matured 08/05/96 (Closed) 00/05/96 (Closed) ------------------------ ------------------------ ------------------------ Date of Death Balance $1,963.39 $1,162.19 ------------------------ ------------------------ ------------------------ PLUS Date of Death Accrued Int. $.73 $.52 ------------------------ ------------------------ ------------------------ Joint o,.",ers (if any) SEE BELOW None ------------------------ ------------------------ ------------------------ Date of Joint o,.",ership ------------------------ ------------------------ ------------------------ This account was titled: Lee E. Gensler Doing Business As Lee's Enterprises ------------- ------------------------ ------------------------ ------------------------ Special Comments: N/A Additional informaHon ava;lable at $20.00 per hour, One hour m;n1mum, Date Prepared: August 13, 1996 Prepared by: Carolyn A. Berkebile Customer Management Information Dept. (CMI) Telephone No. (717) 255-2054 Page 1 0 f 1 For. 00-020-216 (REV 7/93) ....-~, - - -.-. .-..- IIVI)09I1.111I'1 * COMMONWfAlTH Of PfNNSYlVANIA INHUITANCf TAX IInUIIN RESIDfNT DfCfDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER LEE E. GENSLEH 21-96-584 Jolnllononl('ll A. NAME Beatrice L. Gensler ADDRESS 11 Thornhill Court Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Spouse B. c. Jolnlly-ownod proporty: ITEM LEnER DATE FOR TOTAL VALUE DECD'S DOLLAR VALUE OF NUMBE! JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1. A Various Misc. household goods Ten. by entirety 2. A Various Condominium unit at 11 Thornhill Ct., Carlisle, Pa. Ten. by entirety A Varlou Misc. checking and savings accoul ts Ten. by entirety TOTAL (AI.o enlor on lino 6. Recapilulatian) S Ten. by entiret y (11 more space is needed insert additional sheers o( same size) ITEM NUMBER A. Funeral Expens..: UYI!.IIU. I'''' ESTATE OF 1. "~.'~:~C\ _ ~fillh COMMONWEAltH OF PENNSYlVANIA INHERITANCE fA. REtURN RESID(Nt D(CfD[Nt SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES I Plen.. Print a. Tvpe .. fill NuMntil----.. -- .-.. ..--.------- 21-1111-5HoI LEE E. GENSI,EH DESCRIPTION AMOUNT Hoffman-Roth I1unerul 1I011111, funllrul Kllrvh~llK Cumberland Valley Mel110rlul ClUl'lhlllK, IIl'UVll ullllllhll( 4,842.0U 60U.00 1. B, Admlnlst.atlve Casts: 0.00 2, 3, 4. C. 1. 2. 3. 4, S. 6. 7. 8. Personal Repro,ontalivo Comminlolu Social Secu.ity Numb.. 01 POllonnl Rop,n,untnli,. Vea. Comml..loOl paid Allo.n.y F.., 2,357.00 Family Exemplion Claimant Beatrice -,-~.'_g.enKlel' 3,500.00 Rolntion,hlp Spous.e Add,... 01 Claimant at d.c.d.nl', d.nth St,..1 Add,... ----.-J.!...:'.h~rnhll1 Courl City Carlisle Stalo _ I'll: Zip Cod.....17_~_~_ P.obat. F.., 126.00 Miscellaneous Expens... Cumberland Law Journul, udvel'lIshllt I.lllll!l's 60.00 62.09 The Sentinel. adverllslug I.cllel's Ebener and Assoclnles, cOl11l11lsslon Oil sulc of cullill 2,394.00 35.00 399.00 100.70 15.50 145.00 IInuft und VohK, c1osh11( fml Hecorder of IlllCdK, I'cully Il'lll1sfm' IUXI's Delich Pes I COlllrol, sCl'vkllK overnhthl l1Iull dlul'gllK Heul EKlultl Envh'ollllltllltul, wultll' ct'l'lICiculloll TOTAL (Also ant.. on lin. 9, R.copilulotion) s (II maIO .pau II ne,,'ed, In...l addltlonalshoets 01 same size.) SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PAGE 2 ESTATE OF ITEM NUMBER LEE E. GENSLER DESCRIPTION FILE NUMBER 21-96-584 AMOUNT 9. 10. 11. 12. 13. 14. 15. Peck's Septic Service, septic certification County and township real estate taxes Seller contribution on sale of cabin Adams Electric, electricity at cabin Plumbing repairs at cabin Register of Wills, filing Inheritance Tax Return Reserve to file Account 80.00 2.48 1,197.00 270.65 106.50 15.00 110.00 TOTAL 16,417.92 . -0 " " ~. . I(V.I$I21h 110161 W ~, .~ , COMMOt4WIAtlH 01 P('."\'I\''''tIA INH(.IU,,,:t tAl _PUll. IU1DINI0IClO...' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE L1ABLITIES AND LIENS _...---.~....._--~~..."<""~~~..~.--- .. .J mE~.~:B~RI_96_58~. ESTATE OF J,HIl H. 1l1~NHI.ml ITEM NUMBER DUCRIPIION AMOUNT 1. Mortgnge due Jlnrl'IH Hnvhllplllnnk on l'cnlcHtute ut IUO Old 'l'own Hond, 1llll'dncI'H, I'n. (cubln) 17,693.83 TOTAL IAlso enter on line 10, Recopitulation) s 17 693.83 (II more 'pace is n..ded inserr oddilionol sheeh o( some size' IIvUI)l'.11l'1 j FILE NUMBER .t~~ CO....AAONWI...\IH Of '(NIHHV...Ut... INHlIIltANCI ,.... UTUIN IUIDIN' DIClDINI _.- - SCHEDULE J BENEFICIARIES ESTATE OF 21-96-584 LEE E. GENSLER ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A, TaKoble Beque"s: 1. Beatrice L. Gensler 11 Thornhl11 Court Carlisle, P A 17U 13 Spouse Residue of estate ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: 1. NONE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Ail 0 enlel on line 13. Recopi.ulolion) S (If more space is needed, Insert additIonal sheets of same size) ;c;;/lcr I " BUREAU OF INDIVIDUAL TAX[S INIUNIIANCl lAX DIVISION DlP1. 180..01 IlARRI58UNC, PA 1I1i'8'Ol.OI COMMONWEALTH DF PENNSYLVANIA DEPARTHENT OF REVENUE , I NOTIC[ OF INHERITANC[ TAX APPR4ISEN[NT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX (1/ FREY & TI LEV 5 S HANOVER ST CARLISLE DATE ESTATE DF DATE DF DEATH FILE NUHBER COUNTY ACN 03-02-98 GENSLER 07-11-96 21 96-0584 CUMBERLAND 101 PA 17013 A~ount R..ltt.d '*, ....1\"111'...'." LEE E HAKE CHECK PAYABLE AND REHIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTIDN FOR VDUR RECORDS ~ iIEv:is4-j-EiCAj:-p'-i"o9-:9'fj-NoYicE--cii'-YNHEiiifANCE-"r"AiniPPRA"isEHE'N,.-;-ALi:ciwAN-CE-oli-n-m-mm--- DISALLOWANCE DF DEDUCTIDNS AND ASSESSHENT OF TAX ESTATE DF GENSLER LEE E FILE ND. 21 96-0584 ACN 101 DATE 03-02-98 TAX RETURN WAS: (X 1 ACCEPTED AS FILED RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE DF RETURN BASED DN: ORIGINAL RETURN 1. R..I Est.t. (Schedule A) 2. stocks and Bonds (Schedule 8) 3. Closely Held Stock/P.~tn.rshlp Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule 0) 5. Cash/Sank Deposits/HIse. Perlonel Property (Schedule EJ 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Auets CHANGED (1) (2) (3) (41 (5) (6) (7) 39.900.00 .00 .00 .00 7,246.76 .00 .00 (B) APPRDVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expenses/Adn. Costs/Hise, Expenses (Schedule Hl 10. Debts/Hortgage Liabilities/liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental eaquastsJ Non-.lected 9113 Trusts (Schedule J) 14. Net V.lue of Estat. Subj8ct to Tax 16.417,92 17.693.83 IllI (12) (13) (14) If an assessment was issued previOUSly, lines 14, 15 and/or 16. 17 reflect figures that include the total of ALL returns assessed to ASSESSHENT OF TAX: 15. AMount of Line 14 at Spousal 16. Allount of Line 14 taxable at 17. AMount of Line 14 taxable at 18. Principal Tax Due (91 (10) NOTE: rd. Lineal/Class A rate Coll.teral/Class 8 rate (15) (16) (171 13.035.01 X ,DO: .00 X ,06: .00 X ,IS: (18) TAX CREDITS: PAYNE NT DATE DISCOUNT (+) INTEREST/PEN PAID (-) RECEIPT NUNBER ANDUNT PAID TDTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TDTAL DUE NOTE: To insure proper credit to your account, subllit the upper portion of this for. with your tax pay.ent. 47.146.76 34.111 7~ 13.035.01 ,00 13,035,01 and 18 will date. .00 ,00 .00 .00 .00 ,00 .00 ,00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR I, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) ('I I ,," ~....J RESERVATIONs Elt.te. 0' dlcedlnt. dvlng on Dr before Dlc..b.t 12. 1981 .. If any future lnt.r..t In thl I' tat. I. transferred In POI'I.,lon or enJoy..nt to Cia" II (colleteral' bln,'lclarll' of thl dlcedlnt aft.t thl .~plratlon of any ..tat. for 11'. or for y..r., thl Co..onw.alth hlreby ..pr...ly rl,ltYI. thl right to apprals. and ...1.1 tran,f.r Inheritance la.l. at thl llwful Cia.. B (collelerell rat. on any such future Int.r..t. PURl'OS[ Of' HOlICE: To 'ulflll thl requlr...ntl of Slctlon 2140 of thl Inheritance and E,tat, ta. Act, Act Zl 0' 1995. (72 P.5. Slctlon 9140), PAYHEHT I Detach thl top portion of thl, Notlcl and ,ub.lt with your pay..nt to tho Rlgllt.r of wit I. printed on thl rev.r.. ,Ide. .-"811, chick or lonly order payable tOI REGISTER OF HILLS, AGENT REFUND CCAh A refund af a ta. credit, which was nat raque.ted an the Ta. R.turn, ..y b. reque.tad by caepl.tlng an ~Appllcatlon for Refund of P.nn,Ylvanla Inheritance and E.tate Tall~ CREV.1]1]). Application. era available at the Offlc. of the Regl.tlr of WIII_. eny of the Zl Rev.nue DI.trlct Dfflc... or by calling the ,plclal Z~-hour an.w.rlng ..rvlc. nuab.n for far.. ord.rlng: In P.nn.ylvanla 1-800.]6Z.Z0!i0. aut.ld. PIM.ylvenla and within locel Harrl.burg ar.a Cl11) 181-809~, TOOl (111) 11Z.ZZ!iZ CH.arlng I.palred Only). OBJECTIONS: Any party In Int.r..t not I.tl.fl.d with the appral....nt. ellowanc. or dl.allowance of d.ductlon., or a......ent of tax (Including dl.count or Int.r..t) a. .hown an thl. Notlc. au.t obj.ct within .I.ty 1601 day. of r.calpt af thil Notlc. by: ..wrltt.n prot..t to the PA D.part.lnt of RIY.nu.. Soard of App.al., o.pt. 281021. Harrllburg, PA ...lectlon to hay. the eatt.r d.tar.ln.d at audit of the account of the plrlonal r.pr...ntatlv.. ..epp.al to the Orphen.' Court. l11Z8.1021. OR OR ADHIN ISTRATlVE CORRECTIONS: rectual .rror. dllcov.r.d on thll a.......nt .hould ba addr....d In writing to: PA Dlparta.nt of R.v.nua, Bur.au of Individual Ta.a.. ATTH: Po.t A......ant R.vl.w Unit. a.pt. 280601, Harrl.burg, PA 11128-0601 Phona (117) 787-6505. S.. paga 5 of the boakl.t ~In.tructlo"' for Inh.rltanc. Ta. Return for a Re.ldent D.c.d.nt~ (REY.15011 far an .llplanetlon of adalnl.tratIY.lY corr.ctabl. errar.. DISCOUNT: If .ny ta. due I. paid within thr.. C1I cal.ndar .onth. aft.r the d.c.dant'. d.ath, a flv. p.rc.nt CS~) dl.count of the te. paid I. allow.d. PENALTY: Th. ISZ tax aane.ty non.partlclpatlon p.nalty I. coaput.d on lh. total of the tax end Interl.t .......d. and not peld b.for. January 18, 1996, the flr.t d.y eft.r tha and of the tax aan..ly p.rlod. Thl. non.partlclpatlon panalty I. apPlalabl. In tha sa.. .ann.r and In the the .a.a tl.. p.rlod a. you would app.al the tax and Int.r..t that ha. b..n a......d a. Indlcat.d on thl. not Ie.. IHTEREST1 Int.r..t I. charg.d b.glnnlng with flr.t day of dallnqu.ncy. or nlna 191 aonth. and ona (11 day fro. the data of d.ath, to the data of pay..nt. Ta... which b.c... d.llnquent bafore J.nuary I, 1982 baar Int.rl.t at tha reta of .1. (6%) parcant p.r annue celculat.d at e dally rat. of .000164. All t.... which baca.. dellnqu.nt on and aft.r January 1, 1982 will baar Int.re.t at a rat. which will vary frol cal.nd.r year to c.l.ndar y..r with that rat. announcld by the PA Olpart.ant of R.y.nua. lh. appllcabla Int.r..t reta. for 1982 through 1998 ar.: '!!!! Int.r..t Rat. Dftlh Inler..t Fltctor !!!r Inler..t RAla D811v Int.ra.t Factor 198Z 20:.: .000548 1987 .~ .0002~1 19U 16~ .000438 1988.1991 11~ .000301 1984 11% .OOQJOI 199Z .~ .0002U 1985 11" .0003!i6 1993-199it n .000192 1986 tn .000Z74 199!i.1998 .~ .000241 ..Int.rut I. calculatad a. follaw.: INTEAEST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEAEST FACTOR ..Any Hotlc. I..u.d aftar the tax b.co.a. d.llnquent will r.fl.ct an Intlra.t calculation to flft..n (IS) day. bayond the data of the a.......nt. If pay..nt I. .ad. aftar the Int.r..t coeputatlon d.t. .hown an the Notlc.. additional Int.r..t au.t b. calculat.d. STATUS REPORT UNDER RULE 6.12 N~me of Decedent: Lee E. Gensler D~te of De~th: July 11, 1 !H16 Will No. Admin. No. 21-96-584 Pursu~nt to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the ~dministration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No 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 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. Date: September.8,1998 1/7 r--) L,tl-""vl "', Signature 7~(( .~- Robert M. Frey Name (Please type or print) 5 South Hanover Street. CarliSle, Pa. 17013 Address J c.: '-. ( 711-243-5838 Tel. No. J p, I _. _..J r , , ~ ~'J Capacity: Personal Representative X Counsel for personal representative (MAH: rmt! AM3) \