HomeMy WebLinkAbout96-00943
PETITION FOIt PRonATE and GRANT OF l.ETTERS
NIl..Z1.:-.9_6.::" 9_4:~
'I'll:
Ileghler uf Wil" fllr Ihe
Cllllnly Ill' _.(:uml1.c..r~1.I\!I.!l_ in Ihe
Cllmmllnweallh Ill' I'enn'ylvania
I~"III" "f _1\my_V.__Glboon.._______
a/,w kilO"''' (I.\" _____________."._._+,______.~
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S"ci'" S"('I/riIY N". _ 174-05::~~~!___.___
The pelitillnof Ihe IIndersigned re'peetflllly lepre'em' thai:
Yuur (If..'tiliuncr(\j, who himI,.' 1M years of a~c ur oldl." un Ihe C.\CCIIIQJ:
inlhe la,t will of the above deeedcnl, dalcd _---!!1.!y_3 .
and c",licil(,) dalcd
namcd
,19~
1\1,111..' I...'I"'\illIl ~:itL'IIIII\li1l1L'I,.'\, \',~. n:llul1f.:i;l1illll, dl';llh III <<.'\('1..'11I111. l'It.:',)
Ikcendcnl wa, dllmicilcd 011 dc.llh in Cumberland _ COllnty. I'cnn'ylvania. wilh
her la't fmllily or principal rc,idcncc 011 730 I.ongo Gap Rood
North Middleton Townohip. Carliole
Iii'll \Ul'Cl. lIumhl'( illllll1llllldrillil))
Ikccndcm. thcn 90 l'cars of age. dicd ~~tember 30
011 Church of God Home
Excepl a, follow,. dccedcnl did nOlmarry. Wi" nol divorccd imd did not havc a child horn or adoplcd
aftcr cxcclllion of thc will offcrcd for probmc; wa, nOllhc viclim of a killing and wa, ncvcr adjudicaccd
incompctcnl:
DceendclII al dcath owncd properly with cSlinullcd valne, a' follows:
(If domicilcd in I'a.) All pcrsonal properlY
(If nol domiciled in I'a.) Personal properly in PcnllSylvania
(If nOl domiciled in I'a.) Personal propCrlY in Connty
Valllc of real e''''tc in I'cnllSylvallia
situatcd ilS follows: 730 LonRo Gap Rood
Corliole. PA 17013
North KJddleton Townoh~
.1996
s ZOO.OOO.OO
S
S
S
96.800.00
WHEREFORE. pelilioncr(s) re'peclflllly requcst(s) Ihe prohale of the lasl will and codicil(s)
prcsclllcd hcrcwilh and the gram of ICllcrs teot8IDcntary
theron.
(h....Wl1lt.'l1lilr)': illlmini'lr.lIhll1 1:,1....; ildminhlriUinn d.h.II.~'.I.U.)
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7I 7-Z49-9019
OATH OF I)ERSONAL REPRESENTATIVE
COMMONWEAI.TH 010' I'ENNSYI.V ANIA
COUNTY 010' CIIMBERI.ANO
} ss
The pelitioner(,) ilho\'c-nilll1ed ,wem(,) or ilflinn(,) Ihm the 'tmell1el1l' in thc forcgoing pelition arc
IrllC ilnd eorreello the hc,t of thc knowledge and belief of pelilioncr(,) ilnd Ihat ii' pcrsonal rcpre'en-
lative(,) of thc ilhovc dccedel1l pClilioncr(,) will well and Irl,lly ildmini'ler Ihe C'HIIC ilecording 10 law.
/;4'
Sworn to, or afl1nned1d't1f ,ub,ctihed 1-..d?~ l <(/"(/ ~
hdorc lI1e Ihi, _ day of Rollert J. Wertz .> ~.
Nov"JIIJ>.,,_~ .0 /':"" , ,IIIJ_6 !l
~ !t'Y:'-C.''-'-'-/~t_.!L,lln.11 "._ ~
MARY C LEWIS U"~;.\/('r '. I ~
No. 21-96- 941
Eslllle of
Amy V. GIbHon
l Deceased
DECREE 01-' I)ROnATE AND GRANT 01-' LETTERS
ANO NOW November 21 19~. in considcnuion of thc petilion on
Ihe reverse side hereof. salisfactory proof having been presented before me,
IT IS DECREEO Ihal Ihe instrument!s) dated July 3. 1996
described therein be admilled 10 probate nnd filed of rccord as the Insl will of Amv V. GIbson
nnd Lellers Testamentary
nre hereby grnnled 10 Robert J. Wertz
FEES
<;,,:, 1,. f~)J;{!1 [,7[1'
Rcgblcr 11 Will. MARY C LE~IS(
lRjllN, HcKNIGlIT & HUGHES
, {'Lv, 'J c:U....
ROIt':.r}: Irw~n (06282)
A rrORNI:Y (Sup. Ct. I.D. No.)
Probnle, Lellers. Etc. .........
Short Certifienle,! 3) ........ . .
Rcnuncintion ................
X-PAGES
$ 270.00
$-~
$
$
JCP TOTAL _ $ ?q~.RR
Filcd ... .~QY~.Mm..~l l. ,1.Q~(l...........
1';.00
60 West Pomfret Street. Carlisle, PA 17013
AtlDRESS
717-249-2353
PIIONE
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Called attorney on 11-22-96.
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tilL'd with IIIl' ,.,
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CERTIFICATE OF DEATH
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LAST WILL AND TESTAMENT
I, AMY V. GIBSON, of North Middleton Township, Cumberland County, Pennsylvania,
declare this instrument to be my Last Will and Testament, hereby revoking all Wills and Codicils
heretofore made by me.
I. I direct that my funeral and burial shall be prearranged with the Holfman-Roth
Funeral Home of Carlisle, Pennsylvania, and that 1 be buried at the Westminster Cemetery in the
Martin family plot, with all expenses therefor to be paid by The Mellon Bank, N.A" Trustee of the
Testamentary Trust of Sherwood V, Gibson established for me upon his death on February 21,
1996.
II. I devise and bequeath my residential premises which are located at 730 Longs Gap
Road, Carlisle, North Middleton Township, Cumberland County, Pennsylvania, together with all
fixtures, furniture and furnishings therein, and any hazard insurance policies on such real and
personal property, to my nephew, ROBERT J. WERTZ and his wife, KATHERINE A.
WERTZ, as tenants by the entireties, if such premises are still owned by me at the time of my
death.
III. I bequeath whatever other furniture I may have elsewhere by virtue of having
established a separate retirement residence, to my nephew, ROBERT J. WERTZ, and his wife,
KATHERINE A. WERTZ.
IV. I bequeath my rings to KATHERINE A. WERTZ.
V. I bequeath my motor vehicles, together with any automobile insurance thereon as
follows:
A. 1988 Subaru sedan, VIN JF2AC75B5JH220964 to my grandniece,
KRISTIE A. WERTZ; and
B. 1977 Ford Bronco, VIN UI56LX92817 to my niece, JOANNE
COHICK, and her husband, PAUL COHICK, as tenants by the entireties, or to the survivor.
VI. I bequeath to each of the following named persons and organizations the amount
set opposite their names provided such respective persons survive me:
A. JOANNE COHICK $1,000.00
B. JOYCE EDMISTON $1,000.00
C. JENNIE FITTING $1,000.00
D. DONNA GIBSON $1,000.00
E. THOMAS GIBSON $6,000.00
F. RANDY HEBERLlG $1,000.00
G. ROBERT HEBERLIG $1,000.00
H. DELORES HESS $1,000.00
I. GLORIA JUMPER $1,000.00
J. MARGUERETTE KNOX $3,000.00
K. DICK MARTIN $2,000.00
L. GALEN and HELEN MARTIN, or the survivor $1,000.00
2
Trust shall be distributed to her parents, ROBERT J. WERTZ and KATHERINE A. WERTZ
or the survivor of them, absolutely.
VIII. I devise and bequeath all the rest, residue and remainder of my estate of every
nature and wherever situate ROBERT J. WERTZ and KATHERINE A. WERTZ, or the
survivor.
IX. All shares of principal and income hereby given shall be free from anticipation,
assignment, pledge or obligations of beneficiaries and shall not be subject to any execution or
attachment.
X. I direct that all taxes that may be assessed in consequence of my death, of
whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
XI. I appoint, ROBERT J. WERTZ and KATHERINE A. WERTZ, or the
survivor of them Guardian of any property which passes either under this Will or otherwise to a
minor and with respect to whom I am authorized to appoint a Guardian and have not otherwise
specifically done so, provided that this appointment of a Guardian shall not supersede the right of
any fiduciary in its discretion to distribute a share where possible to the minor or to another for
the minor's benefit. Such Guardian shall have the power to use principal as well as income from
time to time for the minor's support and education (including college education, both graduate
and undergraduate) without regard to his or her parent's ability to provide for such support and
education, or to make payment for these purposes, without further responsibility, to the minor or
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185012 COMMONWEALTH OF PENNSYLVANIA
DI'ARTMINT 0' RlVlNUI
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*'
i DNo. AA
RECEIVED FROM:
a
ACN
ASSESSMENT r:t
CONTROL ~
NUMBER
AMOUNT
ROGER IRWIN ESQUIRE
J01
~4~.J70...9
60 W POMFRET
CARLISLE, PA
STREET
17013
ESTATE INFORMATION:
~ FilE NUMBER
~ 21-1996-0943
~ NAME OF DECEDENT (LAST)
;II GIBSON AMY V
II DATE OF PAYMENT
m POSTMARK DATE
COUNTY
S5N 174-05-2221
(FIRST) (MI)
CUMBERLAND
DATE OF DEATH
fa TOTAL AMOUNT PAID
545,175.49
VZ
REMARKS
ROGER IRWIN ESQUIRE
REGISTER OF WILLS
,,'" .,
RECEIVED BY Y/kA.'! (- lfi''' ,.) ,?I.u
" $tON T ItE I'
MARY C. LE~IS "J/(/-!t ///,~t',.
REGISTER OF WILLS .
SEAL
CHECK" 11469
'.i.
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FILE NUMBER
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS eOUHIyeOOr
DECEDENT'S "AME tL"ST.FIRST, AND MIDDLE INltlAll OECEOEt~r5LOMfllE'E ,,00nE55
Glbllon Am V 730 1.onBs Gul' Roud
.0e1AL steUAllY HU"'OER O.IEO'OE'''' O.IEO' olin It Curllulo. l'A 17013
174-05-2221 09/30/1996 08/05/1906
ntv. 1100 EX .0.14)
C P
o 0 H....E
R N
R 0 Ro er B. lrwln Es ulre
E E
S N IELEPItOHEHU...SER
- T 717-249-2353
1. Real Estale (Schedule A) 1
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held SlocklPartnership Interest (Schedule C) (3)
4. Mortgages and Notes Receivable (Schedule D) I4l
5. Cash. Bank Deposits & Miscellaneous Personal Property (Sch, E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (SChedule L) (7)
8. Total Gross Assets (tolal Lines 1-7)
9. Funeral Expenses. Administrative Costs. Miscellaneous
E,penses (Schedule H)
10. Debts. Mortgage Liabilities. Liens (Schedulell
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 1 1)
13. Charllable and Governmental Bequests (Schedule J)
14. Net Value Sub'ect to Ta, (Line 12 minus Line 13)
15. Spousal Transfers (tor dates of dealh aher 6-30-94)
See Instructions for Applicablo Percentage on page 2.
!Include values from Schedule K or Schedule M,)
16. Amount or Line 14 taxable al 6'/, rate
!Include values from Schedule K or Schedule M,)
17. Amount 01 Line 14 taxable at 15'10 rale
!Include values from Schedule K or Schedulo M.)
lB. Principalta' duo (Add ta, from Line 15, 16 and 17.)
19. Credits/Sp Poverty Prior Payments Discount Interest
0.00+ 0.00 + 2,377.66 0.00
20. II Lino 19 is groater than Line 18, entor tho dllleronce on Line 20, This Is the OVERPAYMENT.
~ 0 !Check here II you are requesUng a refund 01 your overpayment.1
21,. II Line 18 is groator than Line 19, ontor the dlfforenco on Lino 21. This is tho TAX DUE.
A. Enter the interest on tho balance due on lino 21A.
a. Ento' tho total of Line 21 and 21A on Lino 21B, This is the BALANCE DUE.
Make Check Pa able 10: Re Isler 01 Wills. A ent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH . .
Under per\llUlIsof perjury,l decl". thilll h'....lIlt1mlOed 11'111 '1IIurn,IOCludlng.ccOmp.inylngschedules and stalemenls. I:nd 10 the besl of my knowledgll.r'lO beU".llls UUII,
conKt.nd complete. I deel'I' 11'1.1 ill real est.le hu been reporled.1 true IMlkely.lue. Oec\jrallon of prep.'.' other th.n Ihe persorwl replllsllnlatl'lllls blsed on ,lIlnfoflNlIon of
which prllpirer hlS'ny knowltdgll.
,
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H ~ 0
E R C
Co K
K P S
eo"'~mf,Wll'\O'~~Q'\,'t'iJ~~'NIA
uAnmsR6~t5~A ~'za.o601
Cumborlllnd
County
(IF APPLICADLEI sunVIVlNQ SPOUSE'S NAME {LAST .fIRST AND MIDDLE INITIALI SOCIAL SECUnUY NUMOEA
2. Supplemental Return
41. Future Inleresl Compromise
(lor dates of death ahor 12-12,62)
[]] 6. Decedent Died Testate 07. Decedent Maintained a Living Trust
(Attach co 01 Wlnl IAlloch a co of Trust)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
X 1. Original Return
4. Limited Estale
o 5.
1 B.
AI
21-96-9',3
TEAn
uUlJnrn
AMOUNT nECEIYEO(SEE INSTRUCTIONS)
0.00
Remainder Roturn
(tor datos 01 death prior to 12-13-82)
Foderal Estalo Tax Return Required
Total Number 01 Sa'o Depos. BOlOS
COMPLETE MAllINC ADDRESS
IRWIN, McKNIGHT & HUGHES
60 West Pomfret Street
CarlIsle PA 17013
96,800.00
288,429.06
None
None
30,738.81
None
None
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(9)
36,745.31
(10)
2,201.59
(IS)
0.00 X
(16)
0.00 X .06 =
T
A
X
C
o
M
P
U
T
A
T
I
o
N
(17)
317,020.97 X ,15 =
(B)
415,967.87
(11)
(12)
(13)
(14)
38,9,.6.90
377,020.97
60,000.00
317 ,020.97
=
0.00
0.00
,.7,553.15
(IB)
47,553.15
(19)
(20)
2,377.66
0.00
(21)
(21A)
(21B)_
45,175.49
0.00
45.175.49
Robert J. Wertz DAlE
347 East Louther Street
C;iriis-i.i: - -PA - - -i70"t":i" - --- -- - - --- -- - -- -- -- -- - - - - --
.HREPRESENTAlIVE IRWIN, McKNIGHT & HUGHES D'TE
60 West Pomfret Street
Car i"isic-: - pi,- - - i 7(ji:i - -. - - - - - - - - - - - - - - - - - - - - - - - - - - - - --
form SOllwllO only CPS(slems, Inc. Form 1500 IRov.1.94j
Act '48 of 1994 provides for Ihe reducllon ollhe tax rates Imposed on Ihe nel value ollranslers 10 or for
the use of Ihe spouse. The rates as prescribed by the statute will be:
83% (.03) will be applicable for eslates 01 decedents dying on or aller 7/1/94 and belore1/1/96
82% (.02) will be applicable lor estates 01 decedents dying on or aller 1/1/96 and belore 1/1/97
81% (.01) will be applicable lor estales 01 decedents dying on or aller 1/1/97 and belore 1/1/98
8Spousal translers occurring on or aller 1/1/98 will be exempt Irom Inheritance lax.
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedent make a Iransfer and:
a. relaln Ihe use or Income 01 !he properly translerred.. . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . .
b. relaln the rlghllo designale who shall use !he properly transferred or ~s Income. . . , , . . . . , . . . . . . . . . . . .
c. retain a reVIIStonary Interest; or . . . . . . .. . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for Ide of either payments. benef~s or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. If death occurred on or belore December 12. 19B2. did decedenl within lwo years preceding dealh
transfer properly withoUI receiving adequale consideraticn? II death occurred aller December 12.
19B2. did decedenllransfer properly within one year 01 dealh w~houl receiving adequate
conslderallen? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Old decedent own an 'in trust la,' bank account al his or her death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES.
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
'v'd I',~,~) '\I.!
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10 ~,
CopyrIght (c) 1994 form IOlIw". ant)' CPSYltlml.Inc:.
Form 1500 (Rev. 7.94)
x
x
x
x
x
x
,.
..,
REV. 1101 EX . (lZ.a"
SCHEDULE A
REAL ESTATE
COM.~~MbYAHIA
ISTATIOF FILl NUMBIR
Amy V Clbson SSO 174-05-2221 09/30/1996 21-96-943
(Prop.rty JolnUy-owned wllh Righi 01 Survlvorahlp mual be dlacloa.d on Schedul. p) All ,.11.alll. Ihould be r.ported 1IIIIr mlrk.1 volu.
which II defined .llh. ,rlc. II which prop.rty would b. ..chlng.d belwHn . willing bUY.' Ind I willing 1.II.r, n.llh.r being comp.lled 10
b or 1.11, bolh ~vln r..lonlbl. knowled . ollh. r.llYlnlllctl.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
96,800.00
730 Longs Cnp Rand, North
Mlddloton TownshIp,
Cnrllslo, Cumberlnnd County,
more pnrticularly descrIbed
in Doed Book "V", Vol. 25,
Page 784 (appraIsal
attached)
TOTAL (Also Inler on lino 1. Roc. ~ulalion)
IIf moro sp.co Is neodod, Instrt add~ional ,hools of same slzo,)
CopyrIghl (c) 1194 form IOItWII. only CPSYllems, lne.
S 96 800.00
Form 1500 Sehodulo A (ROY. 12-85)
Estato of: Amy V Clbson 55// 17lt.05.2221 09/30/1996
CONTINUATION SCHEDULE
Contlnuatton of Schodulo B
ITEM
//
DESCRI PTION
VALUE AT DATE
OF DEATH
14 500 sharos, PECO Enorgy 23.75 11,875.00
Company, conunon
15 PECO Enargy Company, 217.50
dividond record
dato-08/23/96, payable
date-09/30/96
16 1700 shares, Pennsylvania 21 7/8 37,187.50
Power & Light Company,
common
17 200 shares Sears Roebuck & 44.75 8,950.00
Co., common
18 Sears Roebuck & Co., 46.00
dividend record
date-08/30/96, payable
date-10/01/96
19 500 shares, UCI Corporation, 23.5 11,750.00
common
20 500 shares, Unicom Corp, 25 1/8 12,562.50
common
21 Unicorn Corporation, dividend 200.00
record dste-09/30/96,
payable date-11/01/96
22 300 shares, Weis Markets 31.5 9,450.00
Inc., conunon
23 500 shares, Westinghouse 18.625 9,312.50
Electric Corporation, common
-------............
101,551.00
REV-lI1ZElC'II.'l)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Pi.... Print 01 T .
FILE NUMBER
21-96.943
COlArN'l~~~<1f~~"~fhY'NI'
ESTATE OF
Amy V GIbson ssg 174.05-2221 09/30/1996
ITEM
NUMBER
1 Carlisle Community
Ambulance, transport
2 Church of God Home, Inc. ,
res ident (}01768
3 Emerald Drug, prescrIptions
4 long distance charges
5 Nationwide Insurance, 3
month renewal
6 Wayne Noss Flowers,
outstanding order
7 PP&L. #524 1546 140
8 United Telephone,
717-243-3741 (468)
AMOUNT
25.00
DESCRIPTION
1,321.48
382.37
0.35
189.35
21. 20
147.73
114.11
TOTAL (Also onlor on lino 10, Roca ~ulation)
(II more spatois n..dod, Insort additional shoelS of same sizo.)
Copyright (c) '"4 form software ont1 CPSytt.ms.lne.
S 2 201.59
Fonn 1500 Sehodulol(Rov. '.'l)
CONTINUATION OF SCHEIWLE J
BENEFICIARIES
ESTATE OF FILE NO.
Amy V. Gibson SS# 174-05-2221 09/30/96 21-96-0943
Item No. Nwne ond Address of IIc",eficill/)' Relution.hip Share
6. Galen & Helen Martin nephew $1000.00
141 Newville Road & spouse
Shippensburg, PA 17257
7. James L. Martin nephew $1000.00
144 South Second Street
DilIsburg, PA 17019
8. Ned Oyler nephew $1000.00
P.O. Box 3545
Shiremanstown, PA 17011
9. Janet Rudolph niece $1000.00
386 East Lee
Homer, AI( 99603
10. Donna S. Gibson niece $1000.00
110 Nash Hill Road
Haydenville, MA 01039
II. Randy P. Heberlig nephew $1000,00
33 Woodcrest Drive
Carlisle, PA 17013
12. Robert J. Heberlig Jr. nephew $1000.00
519 Thornwood Lane
Carlisle, PA 17013
13. Dolores Hess niece $1000.00
983 Park Place
Mechanicsburg, PA 17055
14. Joann & Paul Cohick niece $1000.00
4640 Enola Road & spouse & Ford
Newville, PA 17241 Bronco
15. Joyce Edmiston niece $1000.00
806 Center Street
Enola, PA 17025
16. Jennie Fitting niece $1000.00
708 Forge Road
Carlisle, PA 17013
17. G. Thomas Gibson nephew $6000.00
107 Greenwich Court
Madison, NJ 07940
18. Robert J. Wertz nephew $15000.00,
347 East Louther Street residence, 1/2
Carlisle, PA 17013 residue & 1/2
pers. property
19. Kathrine A. Wertz nephew's rings, 1/2
347 East Louther Street spouse residue & 1/2
Carlisle, P A 17013 pers. property
20. Kristi A. Wertz grandniece Subaru &
347 East Louther Street $40000.00 in
Carlisle, PA 17013 Trust
COpy
LAST WILL AND TESTAMENT
I, AMY V. GillSON, of North Middleton Township, Cumberland County, Pennsylvania,
declare this instrument to be my Last Will and Testament, hereby revoking all Wills and Codicils
heretofore made by me.
L I direct that my funeral and burial shall be prearranged with the Hoffman-Roth
Funeral Home of Carlisle, Pennsylvania, and that I be buried at the Westminster Cemetery in the
Martin family plot, with all expenses therefor to be paid by The Mellon Bank, N.A., Trustee of the
Testamentary Trust of Sherwood V. Gibson established for me upon his death on February 21,
1996.
n. I devise and bequeath my residential premises which are located at 730 Longs Gap
Road, Carlisle, North Middleton Township, Cumberland County, Pennsylvania, together with all
fixtures, furniture and furnishings therein, and any hazard insurance policies on such real and
personal property, .to my nephew, ROBERT J. WERTZ and his wife, KATHERINE A.
WERTZ, as tenants by the entireties, if such premises are still owned by me at the time of my
death.
m. I bequeath whatever other furniture I may have elsewhere by virtue of having
established a separate retirement residence, to my nephew, ROBERT J. WERTZ, and his wife,
KATHERINE A. WERTZ.
IV. I bequeath my rings to KATHERINE A. WERTZ.
V. I bequeath my motor vehicles, together with any automobile insurance thereon as
follows:
A. 1988 Subaru sedan, VIN JF2AC75B5JH220964 to my grandniece,
KRISTIE A. WERTZ; and
B. 1977 Ford Bronco, VIN UI56LX92817 to my niece, JOANNE
COmCK, and her husband, PAUL COHICK, as tenants by the entireties, or to the survivor.
VI. I bequeath to each of the following named persons and organizations the amount
set opposite their names provided such respective persons survive me:
A. JOANNE COHICK $1,000.00
B. JOYCE EDMISTON $1,000.00
C. JENNIE FITTING $1,000.00
D. DONNA GmSON $1,000.00
E. THOMAS GIBSON $6,000.00
F. RANDY HEBERLIG $1,000.00
G. ROBERT HEBERLIG $1,000.00
H. DELORES HESS $1,000.00
L GLORIA JUMPER $1,000.00
J. MARGUERETTE KNOX $3,000.00
K. DICK MARTIN $2,000.00
L. GALEN and HELEN MARTIN, or the survivor $1,000.00
2
JAJ\-IES L. MARTIN
NED OYLER
JANET RUDOLPH
FAYE WAGGONER
ROBERT J. WERTZ
LOIS YINGST
THE SALVATION ARMY OF CARLISLE,
PENNSYLVANIA
GRACE UNITED METHODIST CHURCH,
OF CARLISLE, PENNSYLVANIA $40,000.00
VII. 1 bequeath the sum of Forty Thousand ($40,000.00) Dollars to my Trustees,
ROBERT J. WERTZ and KATHERINE A. WERTZ, or the survivor of them, IN TRUST, to
invest, reinvest and expend so much of the income and principal thereof as shall, in the sole
discretion of the Trustees, be necessary for the support and education at the undergraduate level
of college of my grandniece, KRISTIE A. WERTZ, for and during her life; provided however,
that this Trust shall continue until KRISTIE A. WERTZ attains the age of twenty-five (25)
years, at which time the remaining principal and accumulated income of the Trust may upon her
written request be distributed to her, absolutely. Should KRISTIE A. WERTZ die prior to
attaining the age of twenty-five (25) years, the remaining principal and accumulated income of this
M.
N.
O.
P.
Q.
R.
S.
T.
$1,000.00
$1,000.00
$1,000.00
$1,000.00
$15,000.00
$2,000.00
$20,000.00
. .
3
Trust shall be distributed to her parents, ROBERT J. WERTZ and KATHERINE A. WERTZ
or the survivor of them, absolutely.
VIII. I devise and bequeath all the rest, residue and remainder of my estate of every
nature and wherever situate ROBERT J. WERTZ and KATHERINE A. WERTZ, or the
survivor.
IX. All shares of principal and income hereby given shall be free from anticipation,
assignment, pledge or obligations of beneficiaries and shall not be subject to any execution or
attachment.
X. I direct that all taxes that may be assessed in consequence of my death, of
whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
XL I appoint, ROBERT J. WERTZ and KATHERINE A. WERTZ, or the
survivor of them Guardian of any property which passes either under this Will or otherwise to a
minor and with respect to whom I am authorized to appoint a Guardian and have not otherwise
specifically done so, provided that this appointment of a Guardian shall not supersede the right of
any fiduciary in its discretion to distribute a share where possible to the minor or to another for
the minor's benefit. Such Guardian shall have the power to use principal as well as income from
time to time for the minor's support and education (including college education, both graduate
and undergraduate) without regard to his or her parent's ability to provide for such support and
education, or to make payment for these purposes, without further responsibility, to the minor or
4
(HI tGDIC'i. lIPI1WfJ\!. snNlo:
~_ UNIFORM RESIDENTIAL APPRAISAL REPORT "~OO2Qr.
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1"-.."..,J~..,.....'._._.___._ o II 1__7.4,124 JI.__I.. ,64.8907.5 L.... _~ L81.8452_0__
Ili...lllldl... a:at, 0::01, CRiL 0:01, aMI.. 0:01, crML
y,..r.........."__ _Inspo<;tlal_ .-CIXlI,-CRlL.1 ... .--. CIXlI, .CRIL I. ... .--. .CIXlI,._CRlL_1.___._.u
y.~u~!l~~n'n~rlIT'_ 1l'~Clllrno"" _._llr.'I..IMlr~~_.__ .tJ I Ad _ !'UnIIMlo"'__ '0 I.....t-" -.J11.~'.:..RJrnON ___. !O I_A.!
,.In...I..... o:nventia1<,l: VA a:nvcntia'a'l;
r.--~____ Ncne___. n~+_ Ncna . t~__,____;__~____
t..._",~..;r-._ ."/A__.._._ .Q6127126.__;.. 10/27195 06/.04/96...__..:..__
!~._..__....___~._-.- .Slmllnr..,.,.... . ,....... slmllnr_. :. ~ior._.:__.,,9.000
l_..~'r"j...._ .f""..Slnpl~.... .f!lt:.l;lnple..:_._...... foo.slnple..: ,fOO.slnple_ .:.. ...-"
,. _.~__.._ _4189~,.O_._ .lJ500.0. _. J6155.0 ~ . . _,._ 14B10..4.._..:
y",,-... _ ___. ..I\~e __. Avcr;)IJC _ ..... Awrngc A~___ .
~'I".w_A","I___ _Ran:h________.._ P.ard1_._ ..___. P.arrl1 R1nCh___..
QooI'l..lr...."......._ .Merage Averaqe ... _. _ Awrngc Avcr;)IJC
!-I.____ ..)6___..__.__ 23___ _.':"3,900 34 -600 27_._u _ . -2,700
. t.:fI!'d~.....___ _Average.___._._ Averq___+_._~_ ._~_ ^V'CtUge___ ___. ~-..-.- Average_____~----------
A""" II..!, -3~!_N-~"'~_ ~~I..N!'N'___I''''''; J....I.._'.....-r-'...W T,Cll_.~-..""....__;
,._r_ _6..~_J:_l.._8,.J--'l.5...: -l,ooO..5:.J.. 1.: _7:..J:1.5:
. ~!!,!,.fj."I~!"_ _l,~J6..21 !':.- _1,48~_\.tJ'.~_____O ___ 1,464 !\11t ;. _ 0 _1,344_~. fl_:
-.. or..... fUll fUll fUll fUll
!_~_~~~1....!-!-- +Uone _mv~fPD:::_.Rm.i_':2,'090_ _fMh_Rm/Den__i----=2,900 Ocrl -1,~
,,.......,'':<.'''_ .l'df1l1Uiltc f<\f:quam_._,._.__ l'd<:qu.1m..__;_,._ f<\f:quatc. --.--.
, ~...J'!:....".J__ ..1~i11<:A_ 1lB:~1<:A...i_=1.000. .8D=EUX:/WU_;_._6oo.lMll!:9ilJW":"._1,600
f"'!I7_r!!"..~,t!~_ .t1one___ .Na'le___i_____ _tJcre____~___~ ~-~---
. !l'''I'.!.~''r'''L ..2.J:uilt.=Jn_ .2_at~c:hed___:_=2,poO. ..Lattac:ho:l-'-__---- ;u.t;t.1d1ed---,--=2,,00Q
r_.. "".1"'. fbrc:h/Patlo Porch/PatIo: Patio ; Patio '
. r<"".~'J.!'<~ _2___ J.fP/2.\oIlJ..S(__ .llco:!__..._..,._. J,8oo.1
l",!!>-'~I~-,---.t!One _N.a1e_~___ _N~___~_-_ tkne
~~~j.1....1J - rl-. fxl- ~,~tOP -:, 1,QOO. -:,
.....joool...5...........~ -9 't'd 1.9 ,tld -12 1't'd
elC~"'~!. 9--'_lJ,,_'__100,100, ._l,~_--".q!l_.-t----96418_QO_ lLJ...9_"_L_2J,300
r__ "" !\.InC""""n-.liroobliol' 1M ",*,-t ,,.,..,,,,'. ~"""",""il<l) 101 1M Ni................ ",,). .SEE_T<fTlOlED .n::oEl'W1L-'It)(!Se_two-~__
Jor11'<IJMY .ftltJ;e _US'"'CS01~lY-~..an.l'R"<IiSoll-for..detcrminirg_the..11=I<ct..val\lE!.CC,.Lthe..subjec;t.. -
p~ ,_ au:I..<!I'!!.sr:Uy_va lld..iu~..Jn.a./W1USCr!P\:..O:lV\!I' ..with ..odgl.nnl..signnturES. .,c..th~_
$tate3:ertified..llt1Sidential~iS!'r, .901or.~p,s.oC-the-subjcct,_Deed. _SIIetc:h, J'lap ard ..
A1Qtogtaph.~, ..;dIerdlkard .statarent_of.1oImi tirgCCrdi tioos... SCc_ O;M!r.l:'a9~..Cor
.,
o
.,
-I
-1,000
o
1,900
-12,100
_lnM SI'lUrIT _-DL'-lr1~nJT;!"~!J_ ____C2'.~rto~I~"'n_~?__ __~L"'r^.1l^nl.l~I1.!_____
"., ....., ...,"" 10/J1/74 06/27/96 10/27/95 06/04/96
.....IM ...n'" Deed-H/IHl/W Deed [)eed Deed
~!'!.,.!!"~~L (l:Q-t,_Insp. (l)'J-l,_aML____ __ccot,._C!ML__~___ a:.o-t,_crtn..
,-"... >04 11ft)' .""not..""",,",, ..r..... ""icM. ...liotJJl."fttw .....jnl r......"" w ....It..........' r......I. "'............. ~....,..~... ..idl.._ )"r "'w..."..1 ,"",...1
SUbjec;t.ard3X1lparal11cs_lnst_transCcrr<rl.",.,.,.-er.;hip_al. the..dntcs . listed .a1x:Jvl!..ard J"'ve . rot . been._
r"""ld.slraU:hen.to..the.tcst..oCthe ,aRJI'aiscr's lcnIYl~~..... - ...__..._... u_' --..-....
IHDlCATmVALlJUYtHIISAlLSCOUPARlJOtlAmOACH. ..................."..................,.................... ,~-- _96,800_
'NlllrAnn VAWt! RY IHf'Ol.41! AM'J'flAn. 11 A 1;'.."'1. rjll........I.4.."', II....' 1\.1.. .11....11.... \full 1;'-.
1\iI.,.........liI-" IXI .... []..."'j..."'''''''f''ift_IIlI"u.-.........u._..........''--'IOIftl...ktwrJ .....;.-.."'.""'f'k-l.....l"".r..M...tr"t.r"'li<>M
,.........'" '.......1. a<=use.aro.l ,is.priJMrlly.o.mer.=ploo, . tIlcre.\o'<IS.\r<;ufCicient.avallnble .rcnt.ll."
dnta_to..carplete.an.Jl'I'XJTlE!..t::apitallzatlco J\WrOOc:h for._tIlls_report. __ _____. ,,_n_
. r_IIl"_;..;.".~__SEE_ATI1\OtED_NDnZL'Ui____~___.___ __.~____._ ____..__~_~_.._________.. ___mn_~ --.-
----------+_..-~"-_.._- --.--..---- ----~ -~. --~--
-.-------- -- ---_._--~-_. - ._----+------
-----_._------~.-----~
n..,........., "'o.iI IM'"".I.'" ...._.. the ......"...... ,,'w ...1 r......."" dwI. 1M .....;..,..,0... "r"'ft. "-I_1M ........ .-a.u.-.,.J "",r._. """...I'fOI....I....~iol.........
_..... ..................r...._ ~,,'",-IN in thr _hotIIrNJ;.- "ar rn.... 41011_.. M.. f_lm.tllflt'~lOf'IIl>19,3______ I
I (\\'[) r.snw.n;nlE ,,"RUT VAWI'.. A5 Oml'OF.D, or nlE "ALrRorOlTY THAT II nlE St'Nr.cTOF nns uroRT. AS flF _Sept6nl:cJ:'- 30" 199_6___.
("tlo'Kl umE OF Snrn(l~A"'pnIEmTl"11VEPAn:oFnflSlJ]'\lmTOIlF.I ____._..9.6,_8.0.0.__
. Ueircm:m 1l'1'D\1JOJY AmAJS[a(OP'LYt'aEQll1llD1:
_~_ ~il"''''"_. _.______._________ .____+[~J II'" {_]lJ-lNal
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~!I_'I""!_~;I-!.. ~_,.__~__________.__'__.. l'''.' !''1'"'' '\'1""" .~. _ _______ n____..__.___..___ --~-----.-.. -----
~~.~_'::!ir~..;.".J_RL:OOO.5.69:_L ._d-" _" _____ .__ _.._5uW'_ PA !\twF.M~h'>fI'. _. .____________ n_ ---. -~q,,,
1~:'J:l:;!lii;;'r.- ----I~.;niil'r-~-I>>;;r~wt_...~:,~~:t..U~.'j;l joNi---"------ ---- ----,;;;\iu r...... t= iil-
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do, .1
Seventy-four.
Octoher
III Ih, ,..,
IIIWUH SIIERWOOD V. GIDSON .nd AflY V. GIDSON, his wlro, or
North "liddlno" Township, Cumberland County, Pennsylvonia,
G,alll" 1 1
.,d
SIIERWOOD V. GIDSON and AMY V. GIDSON, his wlro, or North /IIddJoton
Township, Cumberland County, Pennsylvania,
C,olll.., I
WITNESSlTH,lhot'" cOII.ldll.llolI.r ONE ($1.00)
III hall" paid, lht "ui" ""h"..f I, h".br Dehowl.dll.d. Ih, ,aid ".11'." do
C'"'f" f. Ih, .ald G'OIl'" 5 I
0011.,.,
hll.b, GI'"I"II'
ALL that certain tract DC land situate In North
Middleton Township, Cumberland County, rcnnsylvanlo, bounded and
described .5 Collows:
BEGINNINC at a point In the center DC the LonRs G3p ROld;
thence by land formerly of Carl W. Lehman et ux, South 72 degrees
SO minutes West 200 feet to a stoke; thence by land beinc retained
by the said Carl W. Lehman at ux, North 17 degrees 10 minutes West
210 feet to a stake; thence by the same, North 72 degrees SO minutes
East 199 feet, more or less, to D point in the center of Longs Gap
Rondj thonce by the center of said Road, South 17 degrees 20 minutes
East 210 fact to the place of Becinninc.
SUBJI:CT, 1I0WEVER. to the followinc conditions and
restrictions with which the Grantees for themselve~, thc1r heirs
and Assigns, agree to comply by the acceptance of this deed; such
conditions and restrictions however, shall not apply to the remain-
ing land of the said Carl W. Lehman et ux from which the within
conveyance was made.
1. Tho"land herein conveyed shall be used for residential
purposes only.
2. No residence shall be constructed on said.hnd of a'.
lesser value than $12,000.00 based on 1959 values.
3. No building or portion thereof shall be erected within
7S feet Cram the center of Longs Gap Road.
BEING the same premises which C3rl W. Lehman et ux by
deed dated ~Iay 16, 1959. and recorded in Cumberland County Deed Book
20 "F" 813. granted and conveyed unto Sherwood V. Gibson and ~lyrhl1o
S. Gibson, his wife. The said tolyrhlle S. Gibson died tolay 9, 1972,
thus vesting title in Sherwood V. Gibson by surVivorship. Subsequently
Sherwood V. Gibson intermarried with Amy V. Gibson, Crantors herein.
TillS CONVEYANCE Is from husbond to husband and wlro .nd
is exempt from Pennsylvania and similar realty transfer taxes.
AND ,he lold 0'0"'0' hl,.by COUI\O", o"d 00'" Ihot thlY oFld uch of lhem _ill _0"01\. -'
generally the ptoperty hereby cOIIuYld.
IOOX \/25 I.\.l 70/1
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OVER FOR PHOTO ATTACHMENTS
. SEE ATTACHED LOCATION HAP-NEXT PAGE.
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17013. .
FRONT OF
SUOJECT PROPERTY
REAR OF
SUBJECT PROPERTY
STREET SCENE
FORD MOTOR CO
Prices Available: 01/02/87 through 12/06/96
Ticker: F
Date Volume High/Ask Low/Bid Close
-------- ---------- ---------- ---------- ----------
09/25/96 3,265,700 31 1/4 30 5/8 30 7/8
09/26/96 4,478,800 31 1/8 30 5/B 30 3/4
09/27/96 2,4B7,300 30 7/8 30 1/2 30 5/8
09/30/96 2,925,300 31 1/2 30 3/4 31 1/4
10/01/96 2,805,900 31 5/8 31 l/B 31 5/8
10/02/96 4,431,600 32 1/4 31 5/B 31 3/4
10/03/96 2,409,800 31 7/8 31 31 1/4
10/04/96 2,540,000 31 3/4 31 1/4 31 5/8
12-9-1996
America Online:IMH LAW
Page 1
P.o. Bo. 2500
J.,...)' CHy,
How Jo..oy 07505-2500
TEL' 201-524-04'8
FAX' 201-222-4842
IHTERHET.hllp.llwww.fclo.co"
~
First Chicago Trust
Company of New York
'.
November 27, 1996
Roger Irwin
60 West Pomfret Street
Carlisle. PA 17013
Security:
Account:
Account No:
Ctf. Shares:
FORD MOTOR COMPANY COMMON
Amy V. Gibson
00641608704
800
Doar Hr. Irwin:
Thank you for contacting us regarding the transfer of shares from
the account referenced above.
We will complete the transfer upon receipt of the fallowing:
Required Documents
1. The outstandinq shares in certificate farm. If you
cannot locate those certificato shares, please contact
us and we will begin replacement procedures.
2. A certified copy of the court appointment of the Estate
Representative dated within 60 days of the request
far transfer.
3. The enclosed Affidavit of Residence (also known as an
Affidavit of Domicile) far the deceased shareholder
properly executed and notarized. This document will
confirm the state of residence at the time of death
far tax purposes.
4. The enclosed stack power an which you must include the
fallowing:
a) The number of certificate shares you wish transferred
and the certificate number(s) far the shares that you
wish transferred. (These are located an the left hand
side of the certificates and usually begin with two
letters fallowed by a series of numbers.)
First Chicago Trust
Company of New York
b) The CDmplete Name, Address and Taxpayer
IdentificatiDn Number (SDcial Security Number)
Df the perSDn tD whDm the shares will be
transferred.
c) The signature Df the Estate Representative.
d) A MedalliDn SiQnature Guarantee. YDU may Dbtain
Dne frDm a bank, credit uniDn,brDker/dealer
or Dther financial institutiDn. UnfDrtunatelY, nD
Dther fDrm Df verificatiDn is accepted.
Mailinq Instructions
We suggest YDu'send these dDcuments Registered Dr Certified Mail,
Return Receipt Requested. If YDU are insuring the certificates against
mail lDss, YDU shDuld insure them fDr 2% Df their market value
since this wDuld be YDur CDSt tD replace them (the minimum fee is
$20.00).
Please send tD:
First ChicagD Trust CDmpany
PDSt Office BDx 2506
Jersey City, New Jersey 07303-2506
Thank YDU fDr the DPpDrtunity tD assist YDU with YDur request. If
YDU have any questiDns, please cDntact us at 201-324-0498.
Athena GDrdDn
SharehDlder RelatiDns
ATLANTIC RICHFIELD OIL COMP
Prices Available: 01/02/87 through 12/06/96
Ticker: ARC
Date Volume High/Ask Low/Bid Close
-------- ---------- ---------- ---------- ----------
09/25/96 571,000 126 125 3/8 125 1/2
09/26/96 608,000 126 7/8 125 3/8 126 3/8
09/27/96 294,000 127 3/8 126 3/8 127
09/30/96 409,300 128 126 5/8 127 1/2
10/01/96 450,000 127 1/2 126 3/4 127 1/8
10/02/96 725,900 128 1/2 127 1/2 128 1/4
10/03/96 393,500 128 126 7/8 127 7/8
10/04/96 538,600 129 3/4 127 7/8 129 3/4
12-9-1996
America Online:IMH LAW
Page 1
DEAN WITTER DISCOVER AND CO
. prices Available: 02/25/93 through 12/17/96
Ticker: DWD
Date Volume HighlAsk LowlBid Close
-------- ---------- ---------- ---------- ----------
09/30/96 326,700 55 5/B 54 1/4 55
10/01/96 566,200 56 3/B 55 lIB 55 5/B
10/02/96 639,100 57 lIB 55 3/4 56 3/4
10/03/96 324,700 57 3/16 55 7/8 56 3/8
10/04/96 444,100 5B 56 1/2 57 1/4
12-18-1996
America On1ine:IMH LAW
Page 1
UNICOM CORP
Prices Available: 01/02/87 through 12/06/96
Ticker: UCM
Date Volume High/Ask Low/Bid Close
-------- ---------- ---------- ---------- ----------
09/25/96 1,843,400 26 1/8 25 5/8 26 1/8
09/26/96 1,025,600 25 3/4 25 1/4 25 1/4
09/27/96 227,300 25 1/2 25 1/8 25 1/2
09/30/96 834,200 25 5/B 25 25 l/B
10/01/96 236,000 25 5/B 25 l/B 25 3/B
10/02/96 234,900 25 1/2 25 1/4 25 3/8
10/03/96 34B,200 25 1/2 25 1/4 25 1/2
10/04/96 886,000 26 3/B 25 1/2 26 1/4
12-9-1996
America Online:IMH LAW
Page 1
K MART CORP
. Prices Available: 01/02/07 through 12/06/96
Tickorl KH
Date Volume High/Auk Low/nid C1oao
-------- ---------- ---------- ---------- ----------
09/25/96 2,074,100 9 7/0 9 5/0 9 3/4
09/26/96 2,462,000 9 3/4 9 3/0 9 1/2
09/27/96 6,864,700 9 1/2 o 7/0 9 I/O
09/30/96 8,006,300 10 1/4 9 1/4 10 1/4
10/01/96 6,648,800 10 3/4 10 3/0 10 5/0
10/02/96 6,145,100 11 1/0 10 5/0 11 1/0
10/03/96 4,215,000 11 1/4 10 5/0 10 3/4
10/04/96 2,575,400 11 10 5/0 10 3/4
12-9-1996
America On1ine:IMH LAW
Page 1
.
. _ 4 ._-...-___.......... .--
ALLSTATE CORPORATION
Prices Available: 06/07/93 through 12/06/96
Ticker: ALL
Date Volume High/Ask Low/Bid Close
-------- ---------- ---------- ---------- ----------
09/25/96 606,800 48 7/8 47 5/8 48
09/26/96 1,107,000 49 47 3/8 48
09/27/96 578,400 48 7/8 47 5/8 48 3/4
09/30/96 786,800 49 3/4 48 7/8 49 1/4
10/01/96 1,222,000 49 3/4 48 3/4 49 1/2
10/02/96 1,486,400 50 1/2 49 5/8 50 1/2
10/03/96 1,141,200 50 48 7/8 49 5/8
10/04/96 1,265,500 50 1/2 50 50 3/8
12-9-1996
America Online:IMH LAW
Page 1
KOGER EQUITY INC
Prices Available: 08/l9/8B through 12/06/96
Ticker: KE
Date Volume High/Ask Low/Bid Close
-------- ---------- ---------- ---------- ----------
09/25/96 16,800 15 1/2 15 1/8 15 1/2
09/26/96 17,000 15 3/4 15 1/2 15 3/4
09/27/96 21,600 15 7/B 15 5/8 15 5/8
09/30/96 10,400 15 7/8 15 5/8 15 5/8
10/01/96 36,600 15 3/4 15 5/8 15 5/8
10/02/96 23,500 15 3/4 15 5/8 15 3/4
10/03/96 30,200 15 3/4 15 5/8 15 3/4
10/04/96 15,500 15 3/4 15 5/8 15 3/4
12-9-1996
America Online:IMH LAW
Page 1
CONSOLIDATED EDISON CO OF NEW YORK
Prices Available: 01/02/B7 through 12/06/96
Ticker: ED
Date Volume High/Ask Low/Bid Close
-------- ---------- ---------- ---------- ----------
09/25/96 139,100 2B l/B 2B 2B l/B
09/26/96 23B,500 2B 3/B 2B l/B 2B l/B
09/27/96 269,400 2B 1/4 27 7/B 2B
09/30/96 254,000 2B 27 3/4 27 3/4
10/01/96 2B6,100 27 7/B 27 5/B 27 3/4
10/02/96 171,900 27 7/B 27 3/4 27 7/B
10/03/96 177 ,600 27 7/B 27 1/2 27 1/2
10/04/96 326,300 2B 1/4 27 1/2 2B 1/4
12-9-1996
America Online:IMH LAW
Page 1
We isM ark e t s, I n c.
1000 S. SECOND ST.' P.O. BOX "'1' aUNBU"Y. P'A 1""1~71
WIWAM ft. MILUI
Ylca'~UID&HT ~NANca
. elCRnARY
October 21, 1996
Mr. Roger B. Irwin
Irwin McKnight & Hughes
West Pomfret Professional Building
60 West Pomfret Strect
Carlisle, Pennsylvania 17013-3222
RE: Weis Markcts. Inc.. Sharcs Held by The Estatc of Amy V. Gibson
Dear Mr. Irwin:
I am writing to you to confirm thc fact that therc are only 300 sharcs of We is Markets,
Inc., common stock rcgistered to Amy V. Gibson. It is possible that Ms. Gibson could have had
additional shares in street name with a stock brokerage company, but I have no way of checking
the institutional holdings by individual. I did chcck the rccords for possible joint holdings and
found none.
On the date of Ms. Gibson's dcath, Septcmber 30,1996, the Weis Markets stock traded
on the NYSE at a high of 32.875, a low of 31.500 and closcd at 31.500.
I am sure that thc estate will want to transfcr or scllthe sharcs in thc future. In ordcr to
sell the stock, thc cstatc will necd to usc a stock brokcr. To transfcr the shares, the stock
, certificate will necd to be scnt to our transfer agcnt with a death certificate and the related
ownership paperwork and signatures. Their addrcss is as follows:
Mr. Joseph Wolf
Amcrican Stock Transfer & Trust Company, Inc.
40 Wall Strcet
New York, NY 10005
NEVADA POWER COMANY Ii"
SHAREHOLDER SERVICES DEPARTMENT
Nnmo I':STATE ot' AMY V GIllSON
Onto 10/22/96
Ace!." ~~7106
Thank you lor your rocont corrospondonco. In ordor to transfor andlor chongo tho namo on
your stock ploaso sond us tho 1I0ms mnrkod bolow.
~ Sond us Iho conlflcato(s) to bo translorred/changod.
-KlIlL Completo the stock power.
+ We must have tho lull nama, addross, and social socurltyfTIN numbor of
person(s) receiving the stock.
+ IItranslerrlng stock to a trust. Include namo(s) of trustee(s), data 01 trust and
tho lormal trust nama.
~ Stock power must be signed by either tho registered owner(s) or the legal
representatlve(s) I.e. Executor, Administrator, Fiduciary. Guardian. etc.
EL All slgnaturos must have a "Signature Guarantee". (See explanation below)
~ Cenlllcation of Idenlity (enclosed). This Is required only If the names listed on all
accompanying documents are not Identical to the name on the account.
(I.e.: stock Is roglslered John Doe and legal documenls read John Joseph Doe or John J. Doe)
'1"I,,!,;r,'I"'''',''''I''I''I''I'
~ Cenified document from the coun appointing the legal representative (I.e. Executor.
Admlnislrator. Fiduciary. Guardian etc.) This document must be dated within 60 days
. 01 the transfer.
+ A notarized affidavit 01 Entitlement and a cenified copy of tha daath
cenlficate may be used In place of the coun document If the owner
Is deceased and there Is no will or the willis not being probated.
Call your local Public Administrator's ollice lor mora Information.
_ Cenilied Death Cenilicate for
_ Cenilied Blnh Cenilicate for
~ Notarized AlIidavit of Domicile (enclosed).
~I: il:!l: tfHt: ~fHf:-~fHli \!;.iIHI:
_ Residents andlor Nonresident Inheritance Tax Waiver from the State of the
decedents domicile. (II required by your state's laws).
_ Cenllied copy 01 Resolution of Board 01 Oirectors authorizing the sale or transler
of the stock and designating olficer authorized to act for the corporation.
_ Copy of the Trust Agreement showing name(s) of successor trustee(s).
_ Daytime phone number where we can reach you (optional).
..xliX- Olher ON SEPT. 30, 1996 TilE STOCK CLOSED AT $20.50 PER SII1\RE
'1"1''''''''1''''''''''',''1''1''1'
"Signature Guarantee" can be done by an iJl!1/JQ[j~glll bank, regislered stock.
broker or member 01 a signature guarantee Medallion program. Notarized signatures are
NOT acceptable.
Certilied means that a document is in lulllorce and ellect as 01 the date 01 the certilication.
The certilying ollicer must be a person who has custody 01 the original records. Certilied
documenls will be retumed upon reouest once they have been examined.
II you have any questions. contact our ollice (BOO) 344.9239 X 5616.
By;~1\R~N~~~T
NEVADA POWER COMPANY' 6226 W, SAHARA AVE. - P,D. BOX 9B669 . LAS VEGAS. NEVAOA a9193.a669
SR.S!lAcrv !l.'96
, -.." "0"
FIRST CHICAGO
'TRUST COMPANY
OF NEW YORK
r.o. 110. 1500
Jency Clly.
New Jency 07303-1500
11:1, S0003lll-Q1SS
(lAX: 201.222-186\
October 23, 1996
Roger B. Irwin
Law Office
West Pomfret professional Bldg.
60 West Pomfret street
Carlisle, PA 17013
RE: AMERICAN ELECTRIC POWER COMPANY,INC. COMMON
A/C: Amy V. Gibson
REF: 06093900B09.SHR
CERTIFICATE SHARES: 500
Dear Mr. Irwin:
We have received your inquiry regarding the re-registration of
shares from the above shareholder's name.
To assist us in processing your request, please send us the
following:
The 500 outstanding certificate share(s) currently
registered in the deceased shareholder's name. If you are
unable to locate these certificate share(s), please
contact us so that we may begin replacement procedures.
A certified copy of the court appointment of the Estate
Representative dated within 60 days (6 months for a New
York decedent holding shares of a New York corporation or
a Montana decedent holding shares of Q Montana
corporation).
The enclosed stock power signed by the Estate
Representative with a Medallion signature Guarantee. A
Medallion Signature Guarantee can be identified by the
word NMEDALLIONN followed by a serial number.
The enclosed Affidavit of Residence properly executed and
notarized. This document will confirm the state of
residence for tax purposes.
The complete name, address and Taxpayer Identification
Number (Social Security Number) of the person(s) to whom
the shares will be transferred.
A wIt,.....,pllf
FIRST CHICAGO NBD
CORPOIlATlON
rclKlO6e 'L~I PO M2f023.PI
FIRST CHICAGO
. TRUST COMPANY
OF NEW YORK
To assist you in obtaining these documents, we have enclosed a
glossary of terms.
Please be advised that the closing market price on 09/30/96 was
$40.625 per share.
Please send all certificates and the appropriate documents with a
copy of this letter and provide your daytime telephone number in
case we need to contact you.
When sending stock certificates through the U.S. Postal Service,
we suggest you use Registered or certified Mail, Return Receipt
Requested. Any mail sent to us via the Poatal Service ahould be
addressed to:
First chicago Trust Company of New York
Post Office Box 2506
Jersey city, New Jersey 07303-2506
If you use a private mail carrier, your documents should be
addressed to:
First Chicago Trust Company of New York
Mail suite 4680
14 Wall Street
New York, New York 10005-2102
If you wish to insure your securities against mail loss, you
should insure them for 2% of their market value (minimum is
$20.00) since this would be your cost to replace them.
Thank you for the opportunity to be of service. Should you have
any questions, please call us at 800-328-6955.
Sincerely,
.~l.~0\..1t,~..~~
Adela Forsyth
Shareholder Relations
Enclosures
"'...h....".r
FIRST CHICAGO NOD
rOR-PORATION
fC?0066Iv.J6IJ>0962102HI
FlltST CHICAGO
.TRUST COMPANY
OF NEW YORK
..,0. nOl1.SOO ~
)",.y Clly, I
Ncw)c""y~2.IOO
'11!1" HOO-S07.*,J
I'AX:2lI1.i1
Novembet 5,
rl9,?-~ '~ ..... ~
: '. "1'( '~"~'
, . '.' ::i:I ~ .
I. "',,' _.1., %.!f,. ~
.. r u4. V. W ,.~liliJ}
Irwin McKnight & Hughes
Attn: Roger B. Irwin, Esquire
West pomfret Professional Building
60 West pomfret street
Carlisle, PA 17013-3222
NOV 1 2 1996
.J',:,," ........'....IIj11 -r . } .". -
,:, .l:;; 'f'''''';Jh~rl ,4" 11.,.lo.lr.:;.-
.. -'. '-'
RE: WESTINGHOUSE ELECTRIC CORPORATION COMMON
A/C: Amy V. Gibson
REF: 0662l59l049.SHR
CERTIPICATE SHARES: 500
Dear Mr. Irwin:
We have received your inquiry regarding the re-registration of
shares from the above shareholder's name.
Our records indicate that there are currently 500 shares in this
account.
To assist us in processing your request, please send us the
following:
The 500 outstanding certificate shares currently
registered in the deceased shareholder's name. If you are
unable to locate these certificate shares, please contact
us so that we may begin replacement procedures.
A certified copy of the court appointment of the Estate
Representative dated within 60 days (6 months for a New
York decedent holding shares of a New York corporation or
a Montana decedent holding shares of a Montana
corporation).
The enclosed stock power signed by the Estate
Representative with a Medallion signature Guarantee. A
Medallion signature Guarantee can be identified by the
word "MEDALLION" followed by a serial number.
The enclosed Affidavit of Residence properly executed and
notarized. This document will confirm the state of
residence for tax purposes.
The complete name, address and Taxpayer Identification
Number (Social Security Number) of the person to whom the
shares will be transferred.
A.~hd,....<,l
FIRST CHICAGO NBD
CORPORATlON
fC')OO6& 14~1 PO 961102J.11
FIRST CIIICAGO
.TRUST COMI'ANY
Of NEW YORK
1'.0,110.2.\00
lemyCI'y,
New lcmy 07J0}.2.\OO
'I1~I" IIOO.(,UHl12'1
I'^X: 201.222-181,1
November 5,,"199;6~~:r~~'\\,~1~T')
\.. .:,'. . .:..; .' _:-J ~:J '.:JI~'"
NO\1 12 \99G
Irwin McKnight & Hughes
Attn: Roger B. Irwin, Esquire
West pomfret professional Building
60 West pomfret street
Carlisle, PA 17013-3222
':"'l' ".' ''',;'- .~.t '. ~:: ./~nf;-':
i,~.HI;, .th."..i.....:d 'I. ;.'_.. ..""
RE: PECO ENERGY COMPANY COl.n10N
A/C: Amy V. Gibson
REF: 06666914569.SHR
CERTI~ICATB SHARBS: 500
Dear Mr. Irwin:
We have received your inquiry regarding the re-registration of
shares from the above shareholder's name.
our records indicate that there are currently 500 shares in this
account.
To assist us in processing your request, please send us the
following:
The 500 outstanding certificate shares currently
registered in the deceased shareholder's name. If you are
unable to locate these certificate shares, please contact
us so that we may begin replacement procedures.
A certified copy of the court appointment of the Estate
Representative dated within 60 days (6 months for a New
York decedent holding shares of a New York corporation or
a Montana decedent holding shares of a Montana
corporation).
The enclosed stock power signed by the Estate
Representative with a Medallion signature Guarantee. A
Medallion signature Guarantee can be identified by the
word "MEDALLION" followed by a serial number.
The enclosed Affidavit of Residence properly executed and
notarized. This document will confirm the state of
residence for tax purposes.
The complete name, address and Taxpayer Identification
Number (social security Number) of the person to whom the
shares will be transferred.
"'.......d.."d
FIRST CHI0\GO NBD
COft.I'ORATION
fC')Ol)66 !4'}f11 PO 962702Hl
'I
\
.. .
,
FIRST CHICAGO
.TRUST COMPANY
OF NEW YORK
To assist you in obtaining these documents, we have enclosed a
glossary of terms.
Please send all certificates and the appropriate documents with a
copy of this letter and provide your daytime telephone number in
case we need to contact you.
When sending stock certificates through the U.S. Postal Service,
we suggest you use Registered or certified Mail, Return Receipt
Requested. Any mail sent to us via the Postal Service should be
addressed to:
r;oj.rst Chicago TL'ust COlllpani' of New Yor!:
Post Office Box 2506 .
Jersey city, New Jersey 07303-2506
If you use a private mail carrier, your documents should be
addressed to:
First Chicago Trust company of New York
Mail suite 4680
14 Wall Street
New York, New York 10005-2102
If you wish to insure your securities against mail loss, you
should insure them for 2% of their market value (minimum is
$20.00) since this would be your cost to replace them.
In accordance with your request, we wish to confirm the closing
price per share as listed on the New York stock Exchange as of
9-30-96, the date in question, was $23.75.
Thank you for the opportunity to be of service. Should you have
any questions, please call us at 800-626-8729.
sincerely,
fi?t--~~
Joan Questa
Shareholder Relations
Enclosures
A............,..f
FIRST CHICAGO NBD
CORPORATION
FC\Kl()8&j4'ge1PO G&2102J.11
Inventory of the real and personal estate 01
AllY V. GillSON
deceased
I
i
I
\' 730 Longs Gnp Rand, North Mlddl~ton Township, CnrllHl~, Cumb~r1and
County, D~cd !look "y", Yol. 25, Png~ 784.
185 Sharcs Allstat~ CorporatIon, common 49 1/4
. Al1stat~ Corporation, divd~nd pnynbl~ 09/27/96
500 Sharcs Am~rican El~ctric Powcr Company lnc, common 40.625
300 Shares Atlantic Richflcld. common 127 1/2
1000 Sharcs Consolidnt~d Edison Co. of N~w York, common 27 3/4
78 Shares Dcan Witter, Discovcr & Co.. common 55
Shares Ford Motor Co.. common 31 1/4
Sharcs General Motors Corporation, common 48
, 600 Shares K Mart Corporation, common 10 1/4
.20 Shares Koger Equity Inc., common 15 5/8
500 Shares Nevada Power Company, common 20.5
, 500 Shares Occidental Petroleum. common 23.375
i Occidental Petroleum. dividend of record 09/10/96, payable 10/15/96
: 500 Shares PECO Energy Company, common 23.75
: PECO Energy Company, dividend of record 08/23/96, payabl~
1700 Shares Pennsylvania Power & Light Company, common 21
200 Shares Sears Rocbuck & Co.. common 44.75
Sears Roebuck & Co., dividend of record 08/30/96, payablc 10/01/96
500 Sharcs UGI Corporation, common 23.5
500 Shares Unicorn Corp., common 25 1/8
Unicorn Corporation, dividend of record 09/30/96. payablc 11/01/96
300 Shares Weis Markets Inc., common 31.5
500 Shares Westinghouse Electric Corporation, common 18.625
$96,800 00
$9.111 25
$39 31
$20,312 50
$38,250 00
$27,750 00
$4.290 00
1$25.000 00
I
I $33.600 00
,'1
$6,150 00
$312 50
$10.250 00
$ll.687 50
$125 00
$ll.87500
$217 50
$37.187 50
$8,950 00
$46 00
$ll.750 00
$12.562 50
$200 00
$9.450 00
$9,312 50
$120 21
$1,000 00
$21,533 98
$1.547 62
$6,415 00
$122 00
09/30/96
7/8
of God Home Inc, resident account balance
of God Home Inc.. Letort Manor deposit refund
Bank NA, checking account #182-103-1777
Mellon Bank NA, Sherwood Gibson Trust incom~ through d/o/d
Houschold goods. Ford Bronco & Subaru
Vd '.:: ".!
lJt'r~
:.cqLUno
"1:310
415.967 87
TOTAL
90: t d Ot :110 96.
Sl1!\'
'1(:8
,"0:)31:1
JO '"
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss:
_jWBWlT..J._WEIlTZ__ ._ _,_,_. . ~_~...._.....__'__.._.___..~_....,__.___..
bolng duly RWorlJ._. _...,_.__ occording 10 low, dopolD' ond .oy. Ihol ho ...._..i!J..the ___.__
F",ecutor .... ______. ... 01 Iho E.lolo 01 ..~!I!Y-Y-,-Gth"on
1010 01 _..... . North Hlddlcton TownlJh!I'.. ._h.._' Cumborlond Counly, Po" decoued end thet the
within Is .n invonlory m.do by ____.......__ Jl.op.e.!t .,~,-,!"_r!~.._ _ .___ _, tho ..id Executor
of Ihe onllre eslole ol..id decodonl. con.l.ting 01 .lIlhe porsonol prop.rly .nd rool ollote, except ro.1 ellole ouhide
the Commonwoellh of Penn.ylvonio, ond th.t Iho liguro. oppo.ite eoch itom ollho Inventory repro.ont it's foir v.lue
u of tho d.le of docodenl'. de.lh,
Sworn
.nd .ub.cribod boforo me,
..d/ki4. ,-
Wertz
.. .__...J.4.LJ!.lU1L1,o....!!.t.bltl:..lltreet
No v ,11 S ,
JacQUollno L Or- b:liJ') , tJol:uy Public
Carllslo Ooro. Cum:"ula;1o ~(~LJntt,_
Mv CommiSSion EJlII'US :'.'.1:; "', 1 ~_'J9
Mtllrbur, Po-'lSyMna Assw:JIu1 Ii I'U1IltlS
j
._n_.Clu:lillle. PA 17013
Addr."
Dale of Do.th
10-
DIY
SCP-tclllb.l:r_.
Month
1996
v..,
INSTRUCTIONS
I. An inventory mu.t bo filed within Ihroe monlh. oflor .ppointmonl of person.1 ropro.onfative.
2. A ,upplem.nt inventory mu.1 bo filed within Ihirly d.y. of di.covory of .ddition.1 ....h.
3. Additionol .he.h m.y b. olt.ched .. to porsonolty or re.lty
4. See Article IV, Fiduci.rie. Act of 1949.
I J
I
~ I ~ ..,;
w 1'1 j "
~
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W ~ ..
n. 01 u
0 VI " .. "
0 w w ,QI C '" >-
J: c: ....' .. I' "
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Z I-
U. ...J < 0 .' ~ n. ~~
W 0 < w ::- ,;. ....4(
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Z 0 c i I e .
.<:' " =
VI z "'I 0
0 c: U
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n. ~I .., ..
c:
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0 .. I
,Q .., ....
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...J U u: CD
(;-1-/1
BUREAU OF INOIVIOUAL TAXES
IHH[JUUNCl. TAIl IIIVISION
Drpl. 2110bDI
IlARRISIIURC, IIA 11.:a-ObOI
. ' I
/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF OEDUCTIDNS AND ASSESSMENT OF TAX
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
r-'
03-17-97
GIBSON
09-30-96
21 96-0943
CUMBERLAtlD
101
Allou"t R."l tt.d
(i
-~
'{\. .
~1f!, lJ.
firi~~tt'
~p .r;,
111.1'" III" UI ./1
AMY
V
l
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PDRTION FOR YOUR RECORDS ....
REV:i5cii-Eif-AFP--iiJj-:ij:fi-NoYicr-OF--XNHEiiiiANCE-Y"injPPRiiisEHENT-;-Ai.i.-OWANCE-ijlim---nm --- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GIBSON AMY V FILE NO. 21 96-0943 ACN 101 DATE 03-17-97
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedule Al (1)
2. stocks and Bonds (Schedule OJ 121
3. Closely Hald Stock/P8~tn.rshlp Interest (Schedule C) (3)
4. Hortg.gas/Nota. Recaivable (Schedule DJ (4)
S. Cash/Sank Daposlts/Hlsc. Parsonal Property (Schedule E) (5)
6. Jointly Owned Property (Schadule fJ (6)
7. Transfars (Schedule GJ (7)
8. Tot.l Assats
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adn. Costs/Hise, Expenses (Schedule HI 191
10. Debts/Ho~tg8ge Liabilities/Liens ISchedule 1) (10)
11. Total Deductions
12. Net Value of Tax R.tu~n
13. Ch.~itabl./Gove~nnent.1 aequests ISchedule J)
14. Net Value of Est.te Subject to Tax
CHANGED
96,800.00
288.429,06
,00
,00
30.738,81
,00
.00
IBI
36,745,31
2,20 1. 59
1111
1121
1131
1141
NOTE: To insu~e p~ope~
credit to you~ account,
submit the upper po~tion
of this forn with your
tax pay..ent.
415,967.87
38.946 90
377 . 020,97
60.000,00
317,020.97
If an assessment was issued previOUSly, lines 14. 15 and/or 16, 17 and 18 will
reflect figures that include the total of abh returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Lin. 14 at Spousal ~ate (15)
16. Anount of Line 14 texeble at Line.l/Class A ~.te (16)
17. Anount of Line 14 taxable at Coll.te~al/C1ass B rate (17)
18. Principal Tax Due
NOTE:
TAX CREDITS:
PAYMENT
DATE
12-30-96
RECEIPT
NUMBER
AA185012
DISCOUNT 1.1
INTEREST/PEN PAID I-I
2.377,66
,00 X ,00=
.00 X ,06=
317,020,97 x,15=
I1BI
AMOUNT PAID
45,175.49
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
47.553,15
47,553,15
47.553,15
,00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TDTAL DUE IS LESS THAN $1, ND PAYMENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS,I
()'o ,
,
,:.0
.-
r:
" , :- uS
~~ ,,' [J'
cE~"" Gu
RESERVATIONs E.tat.. of dle.dlnt. dying on or balor. Oae..blr 12, 198: .. If any future Int.r..t In thl I' lat. I. tran,f.rred
In pO....llon or .nJoy..nt to tta.s a (eol1et.r,1) bln.flel,r.a. of thl dlced.nt aft,r thl ..plratlon of any I.lat. for
11'. or for y..r., thl Co..onwlalth hlr,by ..pr..sly r...rvI' thl right to apprals. and all'" tran,'.r InharttanCI T....
at thl lawful CI... B (co11.tarall rat. on any lueh lutur. Int.rl.t.
PURPOSE OF
NOTtCEI
To fulfill th. requlra..nt. of Slctlon 21~D of the Inharltancl and Estatl tax Act, Act 21 0' 1995. 72 P.S.
Sactlon 9140.
PAYHENT I
Oatach thl top portion of thl. Hoticl and subalt with your PIy..nt to the RIgl,t.r of Will. prlntad on thl ravar.. .Id.,
uHak. check or lon.y ord.r payable tOt REGISTER or MILLS, AGENT
REFUND (CR):
A r.fund of a tax cr.dlt, which va. not r.qu.,t.d on the Ta. Return, aay b. r.qu.,t.d by co.pletlng an "Application
for R.fund of P.n~IYlvanla Inh.rltance and E.tate Ta." (REV-l1l1). Application. ar. avallabl. at the Offlc.
of the Ragl.t.r of Will., any of the Zl Ravenu. DI.trlct Off Ie.., or by calling the sp.clal Z4-hour
ansv.rlng ..rvlc. nuab.r. for fora. ord.rlng: In P.nnlylvanla 1-800-16Z'ZOSO. outsld. P.nnsylvanla and
within local Harrllburg ar.a (117) 187-8094, IDOl (7171 77Z-ZZ5Z (H.arlng Iapalrad Only).
OaJECTIONS: Any party In Int.r.,t not .atl.fl.d with the appralse.ent. allowanc. or dl.allowanc. of deduction.. or a.......nt
of ta. elncludlng dl.count or Int.r.st) a. .hown on this Notlc. .u.t objact within .I~ty (60) day. of rec.lpt of
thlt Notice by:
-.wrltt.n prot..t to tha PA Departaent of Revenue, Board of APpeal., Dapt. Z810Z1, Harrl.burg, PA 17IZ8-IOZl, OR
.-.Iactlon to hava the .att.r deteraln.d at audit of the account of the perlonal repre..ntatlv., OR
uapp.al to the Orphan," Court.
ADHIN
ISTRATJVE
CORRECT IONS:
Factual arror. dl.covar.d on thl. a"."..nt Ihould b. addr....d In writing tOI PA D.parta.nt of Rev.nu.,
aur.au of Individual Ta~.s. ATTNt Post Als."..nt R.vlew Unit, Dept. Z80601, Harrisburg, PA I11Z8'0601
Phon. (711) 767-6505, S.a page 5 of the bookl.t "Instruction. for Inherltanc. Ta. Raturn for a R.sldent
D.c.dant" (REV-IsOl) for an ..planatlon of ad.lnlltratlv.IY corr.ctabl. .rror..
DISCO~T:
If any ta. due I. paid vlthln three el) cal.ndar aonth. aft.r tha dec.dent". d.ath, . flva p.rcant (5~) discount of
the ta. paid II allow.d.
PENAlT't:
Th. ls~ ta. a.n..ty non-participation penalty I. coaputed on the total of the ta~ and Interest a...ssad, and not
paid b.for. January la. 1996, tha flr.t day after the end of the ta. a.nelty parlod. Thl. non"partlclpatlon
penalty I. appaalabl. In the .... .annar and In the the .... tl.. periOd al you would app.al the ta. and Inter.st
that h., ba.n ....,..d .. Indlc.t.d on thl. notlc..
INTEREST:
1nt.r..t I. charg,d b.glnnlng with flr.t d.y of delinquency, or nln. (91 aonth. .nd one el) day fro. the data of
daath, to the data of pay..nt. TaMal which bacaa. dallnquant bafore Janu.ry 1. 198Z belr Int.r.st at the rat. of
.he (6~) pucent par aMUtI calcul.t.d at a dally rat. of .00016". All taM" which beca.a delinquent on and .ftar
January 1, 198Z will b.ar Intar..t at a rate which will vary frol calandar y.ar to c.l.nd.r y..r with that rata
announc.d by the PA Dep.rt..nt of R.vanua. 'he appllc.bl' Intarast rat.. for 198Z through 1997 ara:
198Z
1981
1984
1985
1986
nlnternt
ZOX
16X
llX
U:C
lOX
I. calcul.tad a.
.0005,.8
.000,.]8
.000301
.000356
,OOOZ7,.
follows I
:!2r Internt Rata Dally Int.r..t Factor
1987 .X .000ZIt7
1988-1991 tlX .000101
199Z 'X .000Z"7
1995-1994 7X ,OOO19Z
1995-1991 'X .000Z47
'!!!! Intarnt Rat. Dally Int.r..t F.ctor
INTEREST = BALANCE or TAX UNPAID X NU"BER Dr DAYS DELINQUENT X DAILY INTEREST rACTOR
.-any Notlca I..u.d aft.r the ta~ b.eo..s dallnquent will rafl.ct an Int.r..t calculation to flft.an (15) d.y.
b.yond the d.t. of the ........nt. If pay..nt I. .ad. .fter the Inllr..t coaput.tlon data Ihown on the
Notice, additional Intara.t au.t b. nlculat.d.
STATllS Iml'OIrJ' llNl>lm IHlLE (,.12
Namc of Dcccdcnt:
AMY V, GIBSON
Datc of Dcath:
SEPTEMBER 30, Il)%
No, :!1-%-Ol).j3
Pursu:mtto Rulc 6,):! of thc Suprcmc Court Orphans' Court Rulcs, I rcport thc tllllowing
with rcspcct to completion ofthc administration ofthc ahol'c-captioncd cstatc:
I, Statc whcthcr administration of thc cstatc is complctc: l Y cs _ No
:!, Ifthc answcr is No, statc whcn thc pcrsonul rcprcscntutivc rcasonahly hclicvcs thut thc
administration will hc complctc:
3, Ifthc unswcr to No, I is Ycs. statc thc following:
a, Did thc pcrsonal rcprcscntativc filc a linal account with thc Court'?
Ycs lNo
h. Thc scpurutc Orphans' Court No, (if uny) for thc pcrsonul rcprcscntutivc's
uccount is:
0,
'.. c, Did thc pcrsonul rcprcscntativc stutc un uccount inronllully to thc purtics
in intcrcst'? l Ycs No
N
- d
-j .
!
Copics of rcccipts, rclcuscs, joindcrs and upprovals of ronnal or inlornllll
accounts may hc filcd with thc Clcrk of Orphan's Court and may hc
-;l Jllachcd to this rcport,
(..)tj
J L.
-
(),
'3, c:.;{
Dutc:
06/23/97
Signature
IRWIN, M{KN GHT & HUGHES
Rogcr B, Irwin. ESQuirc
Namc (plcase Iypc or print)
60 Wcst Pomlrct Strcct
Addrcss
Carlislc. PA 17013
Cily. Slalc. Zip
(717) 249-2353
Tclephonc Number
Capacity:
Pcrsonal Rcprcscntativc
Counsel lix Pcrsonal Rcprcscntativc
x
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