Loading...
HomeMy WebLinkAbout96-01028 . . . complete · 2 and 3. A1SOaslrad, Complete Ite~~t~ Delivery Is o~ the reverse I" Item, ~ If Rast e and add'as~ to you, , I e, Print your n&m return the ~ f the ma,lp ec ',. so that we ~ to the bacnnfts, · Mach thl~ront If space pa or on the \ ~~M ~~ ~\)A 170(~ I- .- i f', ~',O-j" l i __,,____ , .0"'11,'" l .-,' 1 C,-, ,...-'- I .,..~, -, ----, """rl:'I':,'I,"'1 _ I o I"""'" :__.. . r' " ,........":'1 .-.-- I c P""'''''',''' ~~, fl..q_.,""" ~,_____'"__ o I"",...,.,,'.. i $ __ . _\' .. rH' L._--=="~o...\ 'oeType OE'p'esoMa,', "arMe<<:handff ~ ,.:O~:'IP~~'~--_.-fY\o~ ~'l~ 'i:"_- 0_'"_ _, I' , " C'.'3L"'?U'tP~orVQl .. 0_ 00", O~ Q I".' < ''W ,," o Insured MSII ?(EAtraFeeJ 10~"....,"", . Restncted Delivery ~ '\ (;.1'0' --".1 4, J 10259So01.M,'.. IT1 .JI r' tJ" I'c,.-,'.....)I"- t'fol<<' Micle Numbe< , ~ 2, lor from seMCO (llano 1 March 2001 PS Fonn 381 . 1, Oome5Uc Return Rec81P . --.~--- ,- ,---- . --- .._""'~.M --, . 1:' , ." UNITED STATES POS1Al SERVICE I II II I First.Clas. Mail poslago & Fo.' Paid USPS pormit No. G.10 CeTlilietl Mali Provides: . A !l';l,iHJI1'f:,'r;\ .' . Sende~lease print your name, address. and ZIP+4 In this box. ~^,t:~ \5If.R Or l,()1LJ-S c'le,-K of Crp'f'a."S ~r-t CUJYlbe,-IMd Co u.f\-1j \ ~Clv..r"'\-Y-..o\J.SL ~ \)..cu-<- to..rl'ISIL '?~ )70/3-3~S1 . A uf';q\.;" ''.1,''11-!,('' t'.i! ),-,;" ,j . A "';9n.lt\J'\~ Ll,'Jn .k!',';>", . It. Il'CO".l (,' :':' .,', "",:': Importan' RorwndN", . C(V~~,i'<I!: ,I ',' " ' . C..!t,H":~ I,'. " . NO l~j~;,:I;"'~_:. . ',,, . '. ,11cl;'V"', (-",_. '~, ".\ .,1-' . F'::-f a" .' k.'- d~,"',l!'\ ""'.' r~"tJ..t:~ . ,'.' , ",' f,....lf'j..'" ;, d'Ji/'~.:!"'~ '''''''.1-';_"': . r.:~. ,I" ,',~ ~. ;)ij\lft!.,'.....',;,.' p. ~f'\jS!'!J~" .:,.,. ,,, ,-.. . !l J I".:'.!.'o<\'" 1"" .', ~ "'.' c,,>::!"'-' ", ,...111...111...,.,11.,11...11.,.11...',1,.11.1,1..1.1..\.1.,1 ".ceTt". ....<..,."1 IMPORTAUT: Save thiS receipl ;If'.:J plf:Wnl it whtP 11\:'1\.11\1] ~l111lll\llrt' O~ ,.,..... v , P'_,f""".1. ,I(' i<;- , , (. , iI~' [. .. ',. " ''f), . , . ./ I - " ." . , . ; j. \,! \' ,J , --~ -r'~ ---:-..---:-,..>>11 _ - rr -r':- ~ , " . ) '. , ;0 .' , . . J ~. OATH OF PERSONAL REPRESENTATIVE :0 :urn C) ("'J " . ,., 00 'Ii c:- 3(1) C. } " 58 <=1 C':J .... .... r.. -0 t .eo -U' D J;-;:" co COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUH[l(;R1.^ND The pelllioner(s) above-named swear(s) OT affirm(s) thal the stalements in the foregoing petilion are True and correetlo the besl of the knowledge and belief of petitioner(s) and thaT as personal ",,,,,,,,,,,.,) " ,b, .bo~ '."00' "''''OO''Jyr'' .., truly administer the estate attording to law. '~~ Sworn to OT affirmed and subscribed - before me lh' 11TH day of ,- EMBER 19 96 -I ~, ~i' ..~ , Register ;q (: ' (? 0 -.. \'/ ' ( l'. ~ ~ - u .. " ;;; c 00 Vi N ~1-96-10?8 O. Estate of CHRISTOPHER J. GILL I Deceased GRANT OF LETTERS OF ADMINISTRA nON AND NOW DECEMBER 12. 19~, in consideration of The petition on the reverse side hereof, satisfactory proof having been presenled before me. IT IS DECREED that GERALD W GIll ~nr1 01 ANF r.T11 is/are entilled to Lellers of Administration, and in actord with such finding, Lellers of Adminislration are hereby granted to GERALD W GILL and DIANE GILL in the estate of rhri c:t-nphf't" " r:i 11 FEES Lellers of Administration ..... S 18.00 Short Certificates(5 ) . . . . . , . . ., S 1 ~ nn Renuncialion ................ S JCP S ~ no TOTAL _ S 38.00 Filed ..qm!'!~~~..1?,..... A.D. 19....2L Called attorney on 12-12-96. Roger ~,. Horgenthal, Esquire (#17143) ATTORNEY ISup, Cl, I.D, Nu,) 11 Eas t Hiqh Street ADDRESS Carlisle, P^ 17013 1'1l0NE (717) 243-5513 21 - 96 - 10~8 22 \l:\ :n~ &~ 0\ C'lg tC' _ .\ l::l w'o - :-5' C? " C':l .. .... ;::~ -" (!,. " N ()- ~t,. ~ c,\ 2a ;;: ..1; G -" iii g. -oc {;J )>>;:1 N I' ._/I)"'! - /Z INHERITANCE TAX RETURN c~~c!'.tm~r~FDft~MillR l2J:Jtlllt RESIDENT DECEDENT POVERTY CREDIT IS CLAIMED cc......O'W'ALTHOFPl""'LV.",. (TO BE FILED IN DUPLICATE FILE NUMBER DEP"RTMEf.jT or 11[IJ[NU[ 21 1996 ".R",'~~::~,':~~~~"'oo" WITH REGISTER OF WILLS) COUNTY CODE VEAR DECEDWrS NAME (LAST, FiRST, AND MIDDLE INITIAL) DECEDENrS COMPLETE ADDRESS GILL, O1RISlDPHER .1. 34 N. DICKINSCN SQlCX)L ROAD DCCCDCfn SOCIAL SECURITY NUMBER DATE OF DEATH CARLISLE, PA 17013 201-56-9593 12/02/96 12/04 1975 Coun cu.1BERlJIND \' ., P"'.lL ,5u""'"' ,,' 'cu"" "...., "., , SOCI'l SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) r:IRSf Af.jO MIDDl[ INitiAl! M .' '.:....- 1028 NUMBER ,. Ollglnl1l Return supplumontlll Roturn 3, Romaindor Ruturn 04 Umllod EstolD 110' dllll 01 dulh pllorto 17.11-121 o O. Fodoral EDlolO Tax Ruturn AoqUlrod CHECK APPRO- PRIATE BLOCKS o 40. FutUlo InlOlosl ComprOmi90 (101 dal09 01 doOlh ,hor 12-12-B2) o 6, Docodonl Dlod Tostalo 0 1. Oocodont MaintBlnod 0 Uvlng Trust (Ahach copy 01 Will) (Ahactl copy 01 Tru9I) ALL CORRESPONDENCE AND CONFIDENTIAL TAll INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAiliNG ADDRESS RCGER M. M:lRGENrHAL. FS(UIRE Fl.G'IER, M:lRGENrHAL, Fl.G'IER & LINrSAY TELEPHONE NUMBER 11 EAST \-UGH STRE'E1' 717-243-5513 CARLISlE PA 17013-3016 " Real ESlale (Schedule A) ( 1 ) None 2. Stock. and Bond. (Schoduie B) ( 2 ) None 3, Clo.oly Hold SlocXIPonno,shlp InlOrosl (SCh. C) ( 3 ) None 4, Mongogo. and NOlO' Roco'"ablo(SChodulo D) ( 4 ) Ncne 5, Cosh. Bank Doposll' & Miscolloneou. Po,sonol ( 5 ) 220.00 Property (Schedulo E) 6, JolnUy Ownod Property (SChedulo F) 7. T,on.lors (SChedulo G) (SChedule l) B. TOlal G,oss A.sel' (Iolal Uno. 1-7) 9, Funoral E>cponsos, Admmistrallvo Costs, Miscollaneous Expensos (Schodulo H) 10, Debl'. MMgago Uobtht,o., Uons (SchOdulo I) 11. Tolal Doducllon. (10101 Uno. 9 & 10) 12, NOI Valuo ot EslOIO (Uno B minu.lIno 11) 13. Charitable and Govornmental Boquosts (Schodulo J) ...Q.. B. Tolal Number 015010 Dapo"1 Boxo. CORRES- PONDENT ( 6) (7 ) 100.18 Ncne RECAPIT - ULATION ( BJ 320.18 (B) 10,877.00 (10) 622.00 (11) (12) (13) 11,499.00 (11,178.82) None 14, NOI Voluo Sub'oct 10 Tax (Uno 12 mAnU' Une 13) 15. Spolia,,' Trlnsferlllof dat.. at dealn al1er 6-30-9"'1. See (15) InatrllcllOns lor A~phc.abl. Perun11;' on PI;' 2. (lnc!ud. vllu" trom 5cn.dul. K. Of 5cn.dlll. M.I 16. Amount of Uno 141axablo at 6% rato (16) (Includo voluo.lrom Schodulo K or Schodulo M,) 17. Amount 01 Uno 14 taxablo 01 15% rato (17) (Includo values !rom Schodulo K or Schodulo M.) lB. Prlnc,pallax duo (Add lax from Uno. 15, 16 and 17.) 19. Crodlts Spousll Pov"'y Cr.l.l" Prior Payments Discount (14) x ' . (11,178.82) O.OOx ,06 . 0.00 0.00 x .15 . 0.00 (IB) 0.00 TAll COMPUTA- TION lntorost + + (19) (20) 0.00 20. II Uno 19 is groator than Uno 18. entor tho difforonco on Uno 20. This Is tho OVERPAVMENT. [ill a..ok here" you are reqlllS1fng a refund 01 your overpayment. I 21. II Uno lB I. gloalo' than Uno 19, onloJ\ho d,lIorenco on Uno 21, Thl.I. Iho TAll DUE. A. Entor tho Intorost on tho balancD duo en Uno 21A. B. EniD' Iho 10lal ot Uno 21 and 21A on Uno 21 B, ThI.I. Iho BALANCE DUE. Make Check pa able To: Re laler 01 Willa. A enl ... ... BE SURE TO ANSWER ALL QUl!ST1OHS ON PAGE 2 AN) TO RECHECK MATH" .. odor ponaltlos 0 pOrJury, I doclaro tIlat I avo olCamlnod thiS rolu,", including accompanYing sc edulos and statoments, and 10 tho best 0 my knowledgo and bellOf. illS .truo. correct and comploto. I declare thai all roal eslate has been roported at truo markot vatuo. DeclaratiOn 01 propatDr other than the personal leptesentatlve IS bosed on 011 inlormallon 01 which proparor has any knowlodqo. S,",.TU", OF P'RSO" ",SPON"O" FOR FlL"" RETUR" .OOR'SS ORTE(, J Je-, / . ' , See Schedule attached III - / I ~'" EOFP' t~'nOT"'A'".'R'PR"'NTAT'"' ~O~"~ \-UGH STREE:l' OATE ,Ot'/l/ ~I CARLISLE, PA 17013-3016 (21) (21A) (21B) 0.00 0.00 0.00 (,'0\"'')'11 r"....~ '>::'TAl'" '_~IV ".~4'.p '_D "c. '1.;141'1'1:::' PA REV-1MlO EX (7-94) Pago 2 Acl "48 of 1994 provldell for Ihe reducllon of Ihe lex rolelllmpolled on Ihe nel velue of Iranllferlllo or for Ihe ulle of Ihe IIpoulle. The ralell all prellcrlbed by the IIlalule will be: . 3% (.03) will be applicable for eBlaloll of docedenlll dyIng on or aher 7/1/94 and befora 1/1/96 . 2% (.02) will be eppllcable for esleles of decedenls dyIng on or aher 1/1/98 and before 1/1/97 . . 1% (.01) will be applicable for eslales of decedenls dyIng on or aher 1/1/97 and before 1/1/98 . Spousallransfars occurring on or aher 1/1/98 will be exempl from Inhorllance lax. PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING A CHECK MARK (v) IN THE APPROPRIATE BLOCKS. YES NO 1. Old docedenl make a "ansler and: B. retain tho use or Incorno 01 tho proporty transforrod, . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X b. ratalnlhertghllo deslgnalawhoshall usalha proporly "anslarrod or Its Income., ".,...,....",.,.."..,.,...."....,..,. X c. retain a reversionary Interest: or. . . . . . . . .., . . . .. . . . . . . . ... . ... . . . . .... ... .. . . ... . .. . . . . . .. . .. . ..... .. . ... . .. .. . . X d. receive the prorTiso for Iifo 01 eithor payments. bcnollts or caro? ... ... ... ., .,. .. .., .. . ... . .. ... . .. ... .. , . .. .... . . .. . .. X I j 2, It doalh occurrod on or boloro Docembor 12. 1982. did docedonl within two yom procedlng death "anslOl properly Withoul roceMng adoqualo consldoration11l doalh occurrod oliO' Docombor 12. 1982. did docedont1ranslor proporly within ono yoar 01 doath Withoul rocolvlng adequato consldorotlon? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3, Old docodonl own an 'In truSl for' bank accounlol hiS or hor doalh?, , ,.' ,.,..,..,. ,., . , ,...' . " , ,. . ,.. " ,... ,. ,., . ..' , ,. . X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. PA1S002 NTF eeao CllPyw~n1 ~o'ml SOH..II. O"ly. Ill'll N.'to. I"C. N94PAOOZ X REV-'~03 tX. tC..Ie} SCHEDULE B STOCKS AND BONDS COMMONWEALTH OF PENNSVLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF 21-1996-1028 anuS'lOPHER J. GILL (All property lolnlly-owned with Right 01 Survivorship must be disclosed on Schedule F.) ITEM NO, VALUE AT DATE OF DEATH DESCRIPTION Ncne TOTAL (Also onlor on lino 2. Roc ltulsbon) (II moro spsco Is nooded.lnsen sddl1lanal shoolS 01 same SIze,) s PAlS031 NT' "" COPyfl101tlt Forl'l' 50tt.....'" Only. 1994 N._co, jlle. Ng.PAO]1 0.00 REV..t504 EX_ 1).121 SCHEDULE C CLOSELY HELD STOCK. PARTNERSHIP AND PROPRIETORSHIP COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF QlRISI'OPHER J. GILL 8cIlodule C'1 or <:-2 mult be 111Iched lor each bu.In... Inter... oIlhe docedont. other than a ITEM NO. Ploaso Print or T 0 FILE NUMBER 21-1996-1028 ro r1elo..hl VALUE AT DATE OF DEATH DESCRIPTION Ncne ... TOTAL (Also onlo, on hno 3, Recopuulouonl $ (II moro spaco is nODdod. insort addItional shOO1S 01 same ~izo.) 0.00 PA1504t NT' ,,,, CopyrlGh' Fo''''. 5011"01'. O"'y, '994 N.leo, '"e. N94PA041 REV-1!l09 EX _(12-BOI COMMONWEALTH OF PENNSYI.VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF QlRIS'romER J. GIlL SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-1996-1026 Jolnllenent(el: RELATIONSHIP TO DECEDENT FA'lllER NAME A GEAAID W. GIlL ADDRESS 34 N. DICRINSCN saKX>L ROAD CARLISLE, PA 17013-9611 34 N. DIa<INSCN saKX>L ROAD CARLISLE, PA 17013-9611 M:J1l1ER B DIANE GIlL L.ETTER DATE DOllAR VALUE OF ITEM FOR MAOE DESCRIPTION OF PROPERTY TOTAL VAlUE DECD'S DECEDENT'S NO. JOINT OF ASSET "'INT. TENANT JOINT INTEREST 1 A.B 1981 ACCOUNT #0201569593, PA STAXE 146.76 .333 48.93 EMP1D'fEES alEDIT UNIOO, H1IRRISBURG, PA 2 B ACCOUNT #010-168729, YORK 102.50 .50 51. 25 FEDERAL SAvm:;.<3 & lOI\N, CARLISLE, PA TOTAl(A/SO onl.. on l,no 0, Recepnulabonl $ TOO :1'8 JolnUy-owned property: (II maio spOCO is ncodod. insort additional shoots 01 sarno sizO.) PA1S091 NTF 121M COD.,FlQnt FOfms Soft""..,. On IV. \qg4 N.I~C. I'" ',94PA091 REV-l~10 EX +(2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEOENT ESTATE OF SCHEDULE G TRANSFERS PLEASE PRINT OR TYPE FILE NUMBER CHRISTOPHER J. GILL 21-1996-1028 THIS SCH. MUST BE COMPlETED & FILED IF THE ANSWER TO ANY OF THE OUESTIONS ON THE REVERSE SIDE OF COVER SHEET IS YES, DESCRIPTION OF PROPERTY DECO, OOLLAR VALUE ITEM Includo namo 01 tho lIansloroo, tholl EXCLUSION TOTAL VALUE % OF DECEDENTS NO, rolaUonshlD 10 docodonl. dalo ollransfof. OF ASSET INT, INTEREST None TOTAL (Also onlor on hno 7. RocaPllulatlon) $ 0.00 (If mora spaco is needod. I"SOn additIonal shoots 01 sarno SIZO,) PA1S101 NTF 1217A CopyFlgnt Fo''''. SaIl.....'. Onlv. 1994 Nelco, I.,C. ~94PAIOI , , A[Y.'ItJ [)( -11.111 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER OlRIS'roPHER J. ITEM NO. GILL NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP 21-1996-1028 AMOUNT OR SHARE OF ESTATE A. Taxablo BoquoSls: 1. GERALD W. GILL 34 N. Dicki"son School Road Carlisle, PA 17013-9611 father 1/2 of residue 2. DIAllE GILL 34 N. Dickillsoll School Roud Carlisle, PA 17013-9611 mother 1/2 of residue ITEM NO. NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Chsnlablo and Govornmonla/ BoquoslS: Nale PA15131 TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (Also onlor on line 13, RocllpltlJlsuonl (II more lIpa.o 10 noedod, Inoort IddlUonllohoota 01 limo olzo) s 0.00 NTF t220A COPYllghl Forml Soltw.." Only, '994 N"ICO, 1"0:. "'94PAIJl REV-1649 EX+ (0/9~) SCHEDULE 0 TRANSFERS TO SURVIVING SPOUSE COMMONWEAL TH OF PENNSV\..VANIA INHERITANCE T,U. RETum, RUIOEHT DECEDENT ESTATE OF File Number CHRISTOPHER J. GILL 21-1996-1028 PART A: EnlOl IhO doscrlpllOn ond valuo 01 olllnlOlo:ll', bolh laxablo and non-Iaxoblo, IOgo'dIO" 01 locallon, (nol 01 doducllon.) which pass 10 tho docodon1'B surviving spouso by will. inlostacv. oporotlon allow, or oU\OrNISQ, OOSCrlpllon ollloms Amounl 1 None 0.00 Part A Total: Enter amount shown on tho recapitulation sheet In tho Decodent Information Section. Election To SUbJect PropBrty To Tax Under Section 2113(A) As A Texable Trensfer By This Decedent. II atrusl or similar errangomonl moots Iho roqulromonls 01 Socllon 2113(A), and: a. Tho trusT or similar errangomont Is IIslod on SChodulo O. and b. Tho value altho trust or similar arrangement Is entered in whole or In part as on assot on Schedulo O. Ihen the transle,o(s personal ropresentative may spoallcally Idenhly the trust (all or a I,acllonal pO",on or pe'Conlago) to be Indudod In Iho elocllon to have such trust or similar property trealod as a tlllablo transler In Ihls O5lalo, II less Ihan Iho onllfo valuo of Ihetrusl 0' s1",lar p,operty Is Induded as a IllIable translor on SChedule O. the porsonal rop,esentaUVe shall be consldorod 10 havo made Iho elochon only as 10 a Iraction 01 tho trust or sl",lar arrangomonl. The numoralor of Ihis I,acllon Is oqual to IhO amounl 01 tho trust 0' sll"IIar orrangmonllndudod as a IllIable "'0\ on SChedule Q. Tho denominator Is equal to tho total value at tho trust Of similar arrangoment. ELECTION: Do you elect under Section 2T I3(A) to lreal.. a taxable transler In Thla eslaTe all or a portion 01 a \rust or similar arrangement creaTed lor The sole use 01 this docedenl'. surviving spouse durlng The surviving spouso'. enUre IIfeUme? YES 0 NO ~ Signature DaTe Nato: II The oloctlon Ilea 10 moro Than one \rUslor similar arran emonllhen a se aralo lorm must be sl ned and flied. Part B: Enler the doscripllon end vsluo 01 all Inle'05ls, bolh IllIablo and non-lllIablo, regsrdlosS 01 locallon, (nol 01 doductions) which pass 'olhe docodonl'S surviving spouse lor which a Socllon 2113 (A) eloction IS be,ng mado, Amount Ooscripllon ollloms I None P8l1 B Tolal 0.00 PAt6491 NTF '0211 Copyright Forl'll Software Only. '99S NeIce, Int. U9SPAol91 lr'::'~ral December 24, 1996 Law Offices Flower,Morgenthal,Flower & Lindsay A Professional Corporation 11 East High Street Carlisle Pa 17013-3016 Attn: Patricia D Olyarnik Re: Estate of Christopher J Gill Dear Ms. Olyarnik, In reference to your request on December 16, 1996, regarding accounts held in the name of "Christopher J Gill", the following account(s) are held at York Federal Savings and Loan: ACCOUNT HOW TITLED NUMBER DATE OPENED DOD BALANCE ACCRUED INTEREST 010-188729 CHRISTOPHER J GILL DIANE GILL 11/07/92 $102.48 $0.02 If you have any questions concerning this information I may be reached between the hours of 8:30 and 4:00 P.M. Servicing '01 5 George 51, York, PA 17401 .."". a:anK. .'IiI.A. "HulJ,,~h. I'^ l~2ti6 Decedent Reporting TWo PNC Bank 33rd Floor Pitt,bur9h PA 15222 PNClBANK t..bruary 20. 1997 Floller Morgenthal Flower & Lind,ay Attn: Patricia D. Olyunik 11 East Hillh St carlisle PA 17013-3016 RE: Estate of Christopher J. Gill. Decell,ed SSN: 201-56-9593 coo: 12/02/96 Dellr Ms. Olyarnik: Please find the date ot death 1nformation you have requested listed below. SaVings Account .1002937459 Christopher Jude Gill DOD Balance: $220.46 + $.03 accrued interest Established 11/19/96 E~ PNC Banll TO-AL P.01 MAKE CHECK PAVABLE AND REMIT PAVMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEij~ 1547 -EX-jiFP" 10'9":97 i . Hili' iCE OF . iilliER if ANcE" 'f Ai APPRAisEMENT";- Aii:ciiiiiNci-oR----------- -- - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GILL CHRISTOPH J FILE NO. 21 96-1028 ACN 101 DATE 12-15-97 TAX RETURN WAS: I ) ACCEPTED AS FILED I X) CHANGED SEE ATTACHED NonCE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rool E.toto ISchodulo Al 2. stockl and Bondi (Schedule B) 3. CloselY Held Stock/Pertnership Inter.lt (Schadule C1 'I. Hortgege./Hot.1 Ro1ce1vebl. (Schedul,. 01 5. Cesh/Bank Depolitl/HiIC. Perlonel Property (Schedule E) 6. JointlY awnod Proporty ISchodulo F) 7. Tranlferl (Schedule G1 8. Total AIsetl APPROVED DEDUCTIONS AND EXEMPTIONS: t 7.597.00 9. Funeral Expense./AdM. Ces s/Hisc. Expenses (Schedule H) (91 10. Dobt./Hort.o.o Liobilitio./Lion. ISchodulo II 1101 622.00 11. Totol Doduction. Ill) 12. Not Voluo of To, Roturn 112) IS. Choritoblo/Go.orn~ontol Boquo.t.; Non-oloct.d 9115 Tru.t. (Sch.dul. J) 1151 14. N.t votu. of estate Subjoct to T.. 114) NOTE: If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 reflect figures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. A_aunt of Line 14 et Spousal ret. (15) 16. AMount of Lin. 14 t..oblo .t Lineol/Cl... A r.t. 1161 17. AMount of Line 14 to.obl. .t Coll.t.r.l/Clo.. B r.t. (17) 18. Principal Tex Due IS/';? - /::l COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF IHDIVlDUAL TAXES IHlIUIUHC( 1U DIVISION I)(pt. :10,11 HlRAISIURC, PA 11t:I'0'01 NOTICE OF IHHERITANCE TAM APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF OEOUCTIONS AHO ASSESSHENT OF TAM ROGER M MORGENTHAL ESQ FLOWER ETAL 11 E HIGH ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN III (2) (5) (41_ 151 161 171 TAX CREDITS: PAYHENT DATE RECEIPT NUHBER DISCDUHT 1+1 IHTEREST/PEN PAID (-) i L" * ....1..'.."......" 12-15-97 G1LL 12-02-96 21 96-1028 CUMBERLAND 101 CHRISTOPII J 1 AMount R..itted .00 .00 .00 .00 220.00 100.18 .00 HOTE: To insure proper credit to your account, sub.it the upper portion of thSs for. with your tax pey...nt. IBI 320.18 R.?lq no 7.89B.B2- .00 7.898.82- \ ; will .00 .00 .00 X .00. X .06. X .15. 1181 .00 .00 .00 .00 AHOUHT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 . IF PAID AFTER DATE IHDICATED, SEE REVERSE FOR CALCULATION OF ADDITIOHAL INTEREST. IF TOTAL DUE IS LESS THAN $1. HD PAYHENT IS REQUIRED. IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE A REFUHD. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I RESfRVATIOHI E.tst,. of d.c.d.nts dying on Dr b.for. ~.c.ab.r 11, 1"1 -- If eny future Int.r..t In the ..t.t. I. tren,f.rr.d In po....'lon Dr .nJoy.ent to CI... I (coll.t.r.11 b.n.flclarl.. of the decldent .ft.r the ..plr.tlon of eny ..t.t. for Ilf. Dr for y..r., the Co..on",..lth h.r.by ..pr...ly r...rv.. the right 10 appr.I.. and a'I's, Iranlf.r Inn.rltenc. T.... al Ih. II",ful Cia.. I (collst.rsll ratIon eny .uch futur. Int.r.,t. PURPOSE OF NOfJCE~ To fulfill th. r.qulr..ent. of S.ctlon ZI40 of the Inn.rltenc. and E.t.t. T.. Act, Act 11 of I"S. (71 P.S. S.ctlon '."01. PAYftENTI D.t.ch the top portion of Ihls Hotlcl .nd .ub.lt with your pay..nt to the Rlglstlr of Will' printed on the r.v.r.. .Id.. uHake chick or lonly order p.y.bll tOI REOISTER OF MILLS, AGENT REFUND (CRII A rlfund of . t.. crldlt. which w.. not r.que.tld on the T.. Rlturn, ..y b. r.qu.stld by co.plstlng en "lppllcltlon for R.fund of P.nn.ylvanl. InnerUanc. and E.tlt. TI." CREV-UUI. Appllcstlon. .rl .v.lIable at thlOfflCl of the R.gI.t.r of Will., any of the 1] R.v.nue DI.trlct O',lc.., or by c.lllng the sp.cl.1 l"-hour an.werlng ..rvlcl nuab.r, 'or for.. orderlngl In penn.ylvanl. 1-'00-]6Z-1050. out.ld. P.nnlYlvanll ~ within 10ClI H.rrhburo .r.. (7171 737-809". TOOl (717) 771.1151 IIla.rlno lIP. Ired Only). OBJECTIDHS~ Any p.rty In Int.r..t not ..tl.fl.d with the .ppr.I....nt, .llowanc. or dl,allowanc. 0' d.ductlon" or .....'..nt of t.x Clncludl"t dl.count or Int.r.,t) ., .hown on thl. Notlcl 10ft obJ.ct within 'Ixty 1601 d.y, 0' r,cllpt of thlt HotlCI by: .'wrltten prot..t to the PA Dep.rt..nt of R.v.nu., Board 0' ApP'.I', Dept. 1'1021. Harrl.burg, PA 1711"1011, OR ...I.ctlon to h,vI thl I.tt.r d.ter.lned .t eudlt 0' thl account of the p.rson.1 repttllnttUv.. OR .'.pp..1 to thl Orphan,' Court. AO'UN ISTRATlVE CORRfCTlDHS~ Fectu.1 .rror. dl.cov.r.d on thl. """Ient .hould bl .ddr....d In ",rltlng tOI PA D.p.rt.tnt of A.venu., Bur..u of Individual T...., ATTNI Po.t A.......nt R.vl.w unit, D.pt. 2'0601, H.rrllburg, PA 1711..0601 Phon. (717) 7.7.6S0S. S.. page S of the bookl.t "In.tructlon. for Innerltance T.. A.turn 'or a R..ld.nt O.c.dent" (REV-15011 for an ..planatlon of adllnl.trltlv.ly corr.ctlbll .rror.. DISCCllln~ If tny tax duI I. Plld within thr.. (]I c.ltnd.r IORth, aft.r th. decedent'. d..th, a 'Iv. percent ISXI dl.count of tl... h,.. Pbld .. .U"",.d. PENAL TV I The 15X t.. BIn..ty non-p.rtlclpatlon penslty I. cOlput.d on thl totel 0' th. t.. end Int.r..t .......d, end not p.ld b.for. Jsnu.ry II, I"', the 'Ir.t day ,'t.r th. .nd 0' thl t.. eln..ty p.rlod. Thl. non-pertlclpetlon p.nllty I. IPP.llabl. In the la.. .enn.r Bnd In the th. .a.. tl.. period " you would app..1 the te. and Int.r..t th.t h.. b.en .......d .. Indlclt.d on thl. notlc.. INTERUTI Int.r..t I. charg.d b.glnnlng with flr.t d.y 0' d.llnqu.ncy, or nln. (91 .onthl and on. (11 day 'ro. th. d.t. 0' d..th, to thl dlt. 0' p'Y'ent. T.... which bee... dallnquent bl'or. Janu.ry 1, I'.Z b..r Int.r..t .t thl r.t. 0' .1. C6X) perc.nt p.r annut c.lculat.d et . dilly ret. 0' .000164. All t..., which b.ce.. d.llnqu.nt on end .'ter January I, 1981 will b.er Int.r..t et e r.t. which will very 'r08 cel.ndar yeer to cel.ndar y.ar with thet ret. announcld by th. PA D.pert..nt 0' R.venue. rh. eppllcabl. Int.r..t rat.. 'or 198Z through 199B er'l ~ Int.rll' R.t. Deily Internt r.ctor !!!! Int.,lIt Aet. Deily Inte,..t rActor au lax .000S"8 1987 'X .ouzo an lOX .OOOU' l,a8-1991 IIX .ODD501 19&" m .000501 1"1 'X .00020 1985 In .000H6 1"'-1"" lX .oooln 1966 lOX .000114 1995-1998 'X .0002"7 ulnterllt h Cllcul.t.d .. 'ollowlI INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I..ued .'t.r the te. b.eo... d.llnqu.nt will re'lect an Int.r..t celculetlon to. 'I't..n 1151 dey. b.yond th. d.t. 0' the ........nt. Jf pey..nt 1. .ad. .,t.r the Inter..t eo_putatlon d.t. Ihown on th. Notlc., additional Int.r..t au.t be c_lculet.d. ..(\1...101.1..... 'J. INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEAL TIt OF PENNSYlVANIA DEPARIMENl OF REVENUE BUReAU OF INDIVIDUAL TAxes DEP! 280001 IIARRI D RO PA 11. 8-0001 DECEDENT'S NAME Christopher J. Gill FilE NUMBER REVIEWED BY John Rump ACN 2196.1028 101 SCHEOULE ITEM NO. H EXPLANATION OF CHANGES Reduced to $220. Family exemption can only be claimed against assets subject to will or Intestacy. B3 ROW Page 1 0\-.. ,~ .., .t ~ . , , . f' ) . , -,/' t. }- . ~ ., , ,. ./ I .'. , .' . . " v; '::~ J ~". . . __I -..,.,.,...,- -.-_--"....-~..M. __ .- --- .,':- . \ tAW nlIlCI:!~ C Jew!:" HeNfn 11907.19791 A LYNN ConC[llus Or COUNSEL JOlm R GATES SCOT 0 GILL OAI/ID A OOY PETER M McMANAMON HENRY, CORCELlUS, GATES. GILL & QDY 200 PENN STREET P. O. !lOX 383 HUNTINGDON. PA 16652 Tl:l[l'ltmll: 01404324rill F.u. 0140433229 September 17, 1998 Mr. & Mrs. Gerald W. Gill, Administrators of the Estate of Christopher J. Gill, deceased c/o Richard H. Wix, Esquire Wix, Wenger & Weidner 4705 Duke Street Harrisburg, PA 17109-3099 Dear Mr. & Mrs. Gill: IN RE: Estate of Christopher J. Gill, deceased This is to notify you of the claim of Fred C. Lescalleet, II in an amount in excess of $50,000 against the above-mentioned estate for personal injuries sustained by Fred C. Lescalleet, II in an automobile accident on December 1, 1996. Sincerely, ~~f~un:~' Ethan W. Smith, Esquire Attorney for Claimant ODY :1n ~. j7'" ; .. ,,:i toJ ::0 :u~~ r,'", ,., -u N JC.l EWS/mlb " . , ; c Mr. Fred C. Lescalleet, II --: STATUS REPORT UNDER RULE 6,12 Name of Decedent: Christopher J. Gill Date of Death: December 2.1996 No. 1996-01028 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: _ Yes XX No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Within 2 years; depends upon the outcome of litigation against Estate in a personal injUry action to be tried next year. 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 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 Clerk of Orphan's Court and may be attached to this report. Date:~ :l?-Y11 /1 J tl r \/1--,- sign ure I FISHMAN & MORGENTHAL \ . )1" ,1 ~,- l.,fl,/J ~j~ Name (please type or print 95 Alexander Sorina Road Suite 3 Address CarliSle( PA 17013 City, sta e, Lip (717~ 249.6333 Telep one Number Capacity: Personal Representative ...L-';ounsel far Personal Representative CJ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Christopher J. Gill Date of Death: December 2. 1996 No. 1996-01028 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: _ Yes XX No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: By June 1, 2001; litigation completed; final Inheritance tax and income tax matters now being processed. 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 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 Clerk of Orphan's Court and may be attached to this report. Date: December 1. 2000 ~W1(/l~ Igna ure FISHMAN & MORGENTliAL ..J _ . R 0 "... (\.\. , V\, 0\/' 1~1 ~ Name (pleaSe type or print) 95 Alexander Sorino Road. Suite 3 Address carlislei PA 17013 City, Sta e, Zip (717~ 249-6333 1 elep one Number Capacity: Personal Representative x-Counsel for Personal Representative STATUS REPORT UNDER RULE 6.12 Name of Decedent: CHRISTOPHER J. GILL Date of Death: 12/2/96 No. 1996-01028 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: xx Yes _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 !! No b. The separate Orphans' Court No. (if any) for the personal representative's account is: Date: c. Did the personal representative state an account informally to the parties in interest? _Yes xx No d. Copies of receipts, releases, joinders and appr vals. of formal or informal accounts may be files:l~ m "~ _ ,,<I< 0'0 _rPh 's co~nd may be attached to this report:-- '-- ~ '. . - ~~ (j \ "'-,,,- -.~'--"....... 1/22/01 ~ -/.'--. '- -.--. \ Slgnarure SALZMANN, DePAULlS. FISHMAN & MORGENTHAL, P.C. \0 Steven J. Fishman Esauire. #16269 Name (please type ar print) 95 Alexander Sorina Road. suite 3. Address CarliSlei PA 17013 City, ::ita e. liP (717\. 249.6333 Telephone Number Capacity: _ Persanal Representative .JL. Counsel for Persanal Representative i'"') ,-- N N ~ ~ ci. ~.: a:- N P _. h :.J ~ '.j ,'3 ('1' )U , C/ ,I r\ STATUS REPORT UNDER RULE 6.12 Name of Decedent: CHRISTOPHER J. GILL Date of Death: 12/2/1996 No. 1996-01028 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: XX Yes _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 XX 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? XX Yes _ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Date: November 21.2003 Signature Name (please type or Print~~;:;:;'43 2450 East Bavbenv Drive Address HarrisburQ~PA 17112-6015 City. State. Lip (717) 671-8754 I elephone Number Capacity: _ Personal Representative .JL Counsel for Personal Representative ~ ,