HomeMy WebLinkAbout01-18-08 (3)
-.-J
15056041125
REV -1500 EX (06-05)
PA Department of Revenue '*
Bureau of Individual Taxes . INHERITANCE TAX RETURN
PO BOX 280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
2 0 7
040 0
Date of Birth
201
164160
04172007
04241922
Decedent's Last Name
Suffix
Decedent's First Name
MI
Gambl er
H e I e n
J
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
. THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
[XJ 1. Original Return
o 4. Limited Estate
[XJ
o
2. Supplemental Return
o
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
o
o
o
1
8. Total Number of Safe Deposit Boxes
o a v
d
H
5 ton e ,
Esqui re
717 774 743 5
f...;.
Firm Name (If Applicable)
i~-REGlST~bc~wlus UsEONL y~ :: '.:;
5t 0 n e
LaFaver
5hekl et ski
, .
\. I
r
First line of address
4 1 4
B r
d 9 e
5 t r e e t
,) /....,
Second line of address
City or Post Office
State
ZIP Code
~E FILED
... ------- --- \:;\.';}~
New
Cumberl and
P A
1 7.0 7 0
Correspondent's e-mail address:dstone@stonelaw.net
Harrisbur
PA 17112
DATE
'4
New Cumberland
PLEASE USE ORIGINAL FORM ONLY
PA 17070
Side 1
L
15056041125
15056041125
--l
..-J
15056042126
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Helen J. Gambler
RECAPITULATION
201
164160
1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
126000.00
2794.95
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D) ....................... . 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 5. 7 9 2 9 . 4 0
6. Jointly Owned Property (Schedule F) o Separate Billing Requested . . . . . . . 6. 2 3 8 . 1 4
7. Inter-Vivos Transfers & Miscellaneous NEtrobate Property
(Schedule G) Separate Billing Requested. . . . . . . 7.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
. . . . " ., . .. .10.
136962.49
1 8455.72
1201.42
19657.14
11 730 5.35
8. Total Gross Assets (total Lines 1-7)
........................... 8.
9. Funeral Expenses & Administrative Costs (Schedule H)
................ 9.
11. Total Deductions (total Lines 9 & 10)
. . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . 14. 1 1 7 3 0 5 . 3 5
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2)X.0 _ 0 . 0 0 15. o . 0 0
16. Amount of Line 14 taxable
at lineal rate X .O~ 1 7 3 0 5 . 3 5 16. 5 2 7 8 . 7 4
17. Amount of Line 14 taxable
at sibling rate X .12 0 . 0 0 17. o . 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 0 0 18. o . 0 0
19. Tax Due ..................................19. 5 2 7 8 . 7 4
. . . , . . . . . . . . . .
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
o
Side 2
L
15056042126
15056042126
~
REV-1500 i::x Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Helen J. Gambler
STREET ADDRESS
.39 KensiDgton Drive
File Number
21 07 0400
CITY
Camp Hill
STATE
PA
ZIP
17011-
Tax Payments and Credits:
1 Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
5,278.74
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
0.00
0.00
5,278.74
A. Enter the interest on the tax due.
(SA)
(58)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
5,278.74
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ...................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ............................... 0 00
c. retain a reversionary interest; or ................................................................................................ 0 00
d. receive the promise for life of either payments, benefits or care? ....................................................... 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... 0 00
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................. 0 00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. 99116 (a) (1.1) (i)].
~or dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
:72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
iling a tax return are still applicable even if the surviving spouse is the only beneficiary.
=or dates of death on or after July 1, 2000:
-he tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent. an
Idoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116(a)(1.2)].
"he tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent. except as noted in
2 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
he tax rate imposed on the net value of transfers to orfor the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, under
ection 9102. as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (6-98)
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Helen J. Gambler 21 07 0400
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is iointlv-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
Property located at 38 Kensington Dr, Camp Hill, Lower Allen Twp., Cumberland Co.
PA sold to Kenre, LLP on November 7,2007
VALUE AT DATE
OF DEATH
126,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
126.000.00
REV-1503 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Helen J. Gambler
FILE NUMBER
21 07 0400
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
30 shs Prudential Financiallnc stock @ 93.165 per sh.
VALUE AT DATE
OF DEATH
2,794.95
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2,794.95
REV-1508 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Helen J. Gambler
FILE NUMBER
21 07 0400
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly.owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 1995 Ford Escort at Kelly Blue book value 1,650.00
2 Black & Decker-pension checks received 952.30
3 Comcast-refund 27.81
4 M&T Bank-Checking Acct. #36143367 5,259.39
George R. Gambler died May 3, 2001
5 State Farm Insurance-refund on homeowners ins 39.90
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
7,929.40
REV-1509EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Helen J. Gambler
FilE NUMBER
21 07 0400
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Christina M Bernard
38 Kensington Drive
Camp Hill, PA 17011
granddaughter
B
c
JOINTLY.OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY '10 OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1 A 04/11/97 Commerce Bank-Checking Acct. #032074106 476.28 50 238.14
in the name of Christina M. Bernard joint with decedent
dtd April 11, 1997
TOTAL (Also enter on line 6, Recapitulation) $ 238.14
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Helen J. Gambler
FILE NUMBER
21 07 0400
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Stephenson's Flowers-flowers for funeral 193.79
Evan Cemetery Memorial-services rendered 125.00
Zimmerman Auer Funeral Home-funeral expenses 9,635.15
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attomey Fees David H. Stone, Esquire 6,848.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills, Cumberland County 310.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. State Farm Insurance-homeowners insurance 21.28
2 State Farm Insurance-ins. on auto 110.00
3 State Farm Insurance-insurance on auto 95.19
4 State Farm Insurance-insurance on auto 53.25
5 Kipp Harvey-mowing at residence 90.00
6 Mumma Electric-services at residence 63.60
7 Kipp Harvey-mowing at residence 60.00
8 Luke Hamner-lawn work at residence 200.00
9 Kipp Harvey-mowing at residence 30.00
10 Cumberland Law Journal-advertising grant of letters 75.00
11 The Patriot News Co-advertising grant of letters 134.46
12 Register of Wills-filing Inh. Tax Return and Inventory 30.00
TOTAL (Also enter on line 9, Recapitulation) $ 18,455.72
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Helen J. Gambler
Decedent's Name
Page 1
21 07 0400
File Number
Schedule H - Funeral Expenses & Administrative Costs - 67.
ITEM
NUMBER
DESCRIPTION
AMOUNT
13
14
M&T Bank-bank box fee, lost key fee, and drilling box open
Reserve for closing expenses
181.00
200.00
SUBTOTAL SCHEDULE H.B7
381.00
REV-1512 EX + (12-03)
'*
SCHEDULE'
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Helen J. Gambler
FILE NUMBER
21 07 0400
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
WSO Imaging Center-services rendered 81.00
2 OSL DBA Orthopedic Institute of PA-services 71.18
3 Internists of Central PA-services rendered 106.68
4 Pulmonary & Critical Care-services rendered 94.30
5 West Shore Anesth.-services rendered 12.99
6 West Shore EMS-ambulance service 657.22
7 Quantum Imaging-services rendered 81.00
8 Quantum Imaging-services rendered 6.85
9 Lower Allen Twp EMS-services rendered 16.24
10 Internists of Central PA-services rendered 38.30
11 PA Gastroenterology-services rendered 17.66
12 Messiah Village-services rendered 18.00
TOTAL (Also enter on line 10, Recapitulation) $
1,201.42
(If more space is needed, insert additional sheets of the same size)
.".,,,,,,, '''*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Helen J. Gambler
SCHEDULE J
BENEFICIARIES
FilE NUMBER
21 07 0400
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1 Robert E Gambler Son Lineal 107.305.35
19 Meadow Run Place
Harrisburg PA 17112-
2 Jody Williams Granddaughter Lineal 10.000.00
1922 Swatara Street
Harrisburg PA 17104-
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
HELEN J. GAMBLER
I, HELEN J. GAMBLER, of LONer Allen Township, CUJrberland COlnL:j',
?ennsylvania, declare this to be my last will and revoke any will
previously made by me.
I TP'l I:
I direct that my Executor hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease from the residue of my estate.
ITEM II:
I hereby bequeath the sum of $10,000.00 to my grand-
daughter, JODY WILLIAMS.
ITEM III: I devise and bequeath all the rest, residue and remain-
der of my estate of every nature and wherever situate to my son,
ECBERT r... GJ>_~1BLER, if he survives me.
I '~EM I'l:
Should my son, ROBERT E. GAMBLER, fail to survive me, I
devise and bequeath all the rest, residue and remainder of my estate,
of E'ierv nat;re ar.rl '.vhe~ever s:"':~J::':e, to my grancida11ghL:er, CHRIST:;:NA
:--: . B:::Rt~j:..?,D.
-'";""~v -:'".
_ .............1 J.
:;: appoint my son, ROBE~T E.
GPIl1BLER, Exec"ltor
1""\..... -,...."'l.-.
'...) _ ~J....L::::
.....1~- ~./':.~_...l..""'.
Shou:'..d my 3J;" R:BER':' E. 3.:\~.m:::"EE, fa:":'.. ':::::: qLali~iJ:C
=e,~3e t:. a~t as Executor,
:;: appcin,: my grandda"lghL:er,
.--. l....:'::: -:- c: ~ ....... ~,'': .....-
-'~#_',~.,- - ........_...~ ...
3,~?,:';..:"'?,=\ ,
SxeC~jt~~x of ~his my ,~~-
. . ~ ' ~
vv....J...........J.....
PC:.J~
-,
=~SM Pi:: r;o fiduc~ary acti~g hereunder shal: be r~q~~rej t~ pC:3:
be :-.,:1
r-.,Y o......,-pr
v ~ '-'...~....... '-'..0..-
security fo:::- the
fai~hful perfcrma~ce of ~is or her
du:~es i~ a~j jurisdiction.
IN WITNESS WHEREOF, If HELEN J. Gfu~BLER, have hereUD~O set ~y
hand and seal this
2<..::l
day of
Arn.JL
, 20=6.
,. ./
HELEW/ J. GF.r'IBLER
?-3J-2 _ =:
SIGNED, SEALED, PUBLISHED aLl DECLARED ty 2~=-E~; .:-.
'~-: .~. "./::, - :;';::
..........-"- -...-'~--'- 'I
~ !-:..:-
Ie~~a~rix abo~Te ~a~ed, as a~j for te~ Last Wil~ and Tes~~~e~~, 5~;-~ ,-
t :-l e f: res e ~:: e
r-~
--'-
us, who at her request,
i~ her prese~ce a~d i~
-he
-... ~-
f=.reser-~::e
:::: f eacr,
~t7er ,
)l~~
1".a TJTe
s'..lbscribed
..- ~ , ,.....
'-" '-"..L
:1arres
as
w~"C:lesses.
-
42.4 Bridqe St. lJew CU~:De r .la::d, -, '1'.
, :: ,,~
;.ddress
414 Bridqe St. New Cumberland, p~
, . r.
Address
CO~~ONWEALTH OF PENNSYLVANIA:
ss:
COUNTY OF CUMBERLAND
I, HELEN J. GAMBLER, the Testatrix whose name lS si'gned to the
attached or foregoing instrument, having been duly qualified according
LO law do hereby acknowledge that I signed and executed this instru-
~ent as my last will; that I signed it willingly and that I signed it
35 my free and voluntary act for the purposes therein contained.
/
,. ,
.
f
HELEN J. Gl'\.fvIBLER
c
Sworn to or affirmed ~c and ackncw~edged before me by ~E=-E~ :.
~~~3:EF, r~~ :~statrix, this
'~.J
d\\
r- .- - r
, .::........: ",' ': .
COMMONWEALTH OF PENNSYlVANIA
NOTARIAL SEAL
CAROL l. TROXELl. Notary Public
New Cumb~rl~nd 80ro. Cumberland Co.
My CommIssIon Expires Dec. 27, 2009
F3.ce j -~ -j
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~~e H~~~eS3eS H~ose names are signed to ~~e a~tached or fcrego:~g
instr~re~t, being duly qualif~ed according to law,
depose a:-,d say
He Here present and saw Testatrix sign and execute the instruITent J~
her last will; that Testatrix signed willingly and that she execu~ed
it as her free and voluntary act for the purposes therein expressed;
~hat each of us in the hearing and sight of the Testatrix signed the
will as witnesses; that to the best of our knowledge, the Testatrix
was at that time eighteen or more years of age, of sound mind and
under nc constraint or undue influence.
s
f'\lfl1(
IV
Sworn to or affirmed to and ac'
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"'-' OF PENNS'l'\.\lANIA
MMONWtAlln \
r52 NOTARIAL ~~~~ Public
CAROL L. iROXELL. cumberland Co.
NeW cumb~{\~nd rOpf~es oee. 27.2009
My commIsSion x
~
?a::re
~ .-,- ~
.-J REV-485 EX (05-04) ~.
SAFE DEPOSIT ~
BOX INVENTORY
PA Department of Revenue
Social Security or Death Certificate Number Date of Death
48500041046
PLEASE USE ORIGINAL FORM ONLY
County Code Year File Number
2 0 1'1 6 4 1 6 0
Decedent's Last Name
(} 4' 1 7 2 00 (} 7;
Suffix
(} (} 4 0, 0
2 1
First Name
0, 7
G A M B LE R
HELEN
ADDRESS OF DECEDENT STREET: CITY:
39 Kensington Dr. Camp Hill
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
NAME: DAVID H. STONE, ESQUIRE
STREET ADDRESS: CITY:
414 BRIDGE STREET NEW CUMBERLAND
. NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING
a. NAME: RELATIONSHIP:
DAMID H. STONE, ESQUIRE ATTORNEY FOR ESTATE
STREET ADDRESS: CITY: STATE:
STATE:
PA
STATE:
PA
414 B~IDGE STP~ET
b. NAME:
NEW CTTMBERLAND
RELATIONSHIP:
PA
STREET ADDRESS:
CITY:
STATE:
c. NAME:
RELATIONSHIP:
STREET ADDRESS:
CITY:
STATE:
NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
NAME:
M&T BANK
STREET ADDRESS: CITY:
STATE:
ZIP CODE:
DATE AND TIME OF LAST ENTRY
More than 1 r.
I TITLE UNDER WHICH BOX IS REQUESTED
NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX
a. NAME:
b. NAME:
HELEN J. GAMBLER
STREET ADDRESS:
39 KENSINGTON DRIVE
CITY:
STREET ADDRESS:
STATE:
ZIP CODE: CITY:
STATE:
WAS A WILL IN THE BOX? 0 YES 0 NO If yes, a. Date of will:
b. Name and address of personal representative, if named In the will
NAME:
STREET ADDRESS:
CITY:
STATE:
c. Name and address of attorney, if any
NAME:
STREET ADDRESS:
CITY:
STATE:
L
48500041046
48500041046
MI
J
ZIP CODE:
17011
ZIP CODE:
17070
ZIP CODE:
17070
ZIP CODE:
ZIP CODE:
ZIP CODE:
ZIP CODE:
ZIP CODE:
--l
. rc dedlGAMBLEREST A TEkendrellp-execdeed
PARCEL #13-25-0022-089
DEED
THIS INDENTURE made the
'1 day of N~\Y J\-.~
, in the year 2007, between
ROBERT E. GAl\'lBLER, Executor of the Last Will and Testament of Helen Jean Gambler a/kJa
Helen 1. Gambler, late of Lower Allen Township, County of Cumberland and Commonwealth of
Pennsylvania, of the first part, hereinafter called the Grantor,
-AND-
KENDRE, LLP, a Pennsylvania Limited Liability Partnership, of the second part, hereinafter
called the Grantee;
WHEREAS, the said Helen Jean Gambler alkJa Helen 1. Gambler, became in her lifetime
seised, as of fee, of and in to a certain tract ofland, together with the improvements thereon erected,
situate in Lower Allen Township, County of Cumberland, and Commonwealth of Pennsylvania, and
more particularly described hereinafter; and being so thereof seised, died on April 17, 2007, having first
made her Last Will and Testament in writing dated April 20, 2006, duly probated and registered in the
Office of the Register of Wills of Cumberland County on April 24, 2007, wherein and whereby she
appointed as Executor, the said Robert E. Gambler, to whom Letters Testamentary were duly issued by
said Register of Wills on April 24, 2007, wherein and whereby said premises hereinafter described were
not specifically devised, all as in and by said Will and the records of said Register of Wills more fully
appears;
NO\V THIS INDENTURE \VITNESSETH, that the said Grantor, for and in consideration of
the sum of One Hundred Twenty-Six Thousand and NO/toO (5126,000.00) Dollars, which has been
-1-
paid to him by the said Grantee at or before the sealing and delivery hereof, receipt whereof is hereby
acknowledged, has granted, bargained, sold, aliened, released and confirmed, and by these presents does
grant, bargain, sell, alien, release and confirm unto the said Grantee,
ALL THAT CERTAIN lot or tract ofland situate in the Township of Lower Allen, County of
Cumberland and State of Pennsylvania, more particularly bounded and described as follows, to wit:
BEGINNING at a point on the southerly line of Kensington Drive which point is 175 feet west of the
southwesterly comer of Kensington Drive and Neponsit Lane and at dividing line between lots Nos. 20
and 21, Block D on the hereinafter mentioned Plan of lots; thence along said dividing line South 34
degrees 40 minutes East 125 feet to a point at dividing line between Lots Nos. 3 and 20, Block D on said
Plan; thence along said dividing line South 55 degrees 20 minutes West 75 feet to a point at the dividing
line between Lots Nos. 19 and 20, Block D on said Plan; thence along said dividing line North 34
degrees 40 minutes West 125 feet to a point at the southerly line of Kensington Drive afore-said; thence
along same North 55 degrees 20 minutes East 75 feet to a point, the place of BEGINNING:
BEING Lot No. 20, Block D in Plan of Country and Town Homes, Inc. which Plan was recorded in the
Cumberland County Recorder's Office on May 14, 1956 in Plan Book 7, Page 41.
HA VING thereon erected a brick and frame ranch dwelling known and numbered as 38 Kensington
Drive.
BEING THE SAME PREMISES WHICH which Robert Edgar Myers, Sr., a single person, and
Miriam 1. Myers, a single person, by their deed dated December 8, 1971, and recorded January 7, 1972,
in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book L24,
Page 141, granted and conveyed unto George R. Gambler and Helen 1. Gambler, his wife. George R.
Gambler died May 3, 2001, thus by operation oflaw vesting title in Helen J. Gambler, deceased.
SUBJECT to restrictions and easements of prior record.
TOGETHER with all and singular the buildings, improvements, ways, streets, alleys, passages,
waters, \vater-courses, rights, liberties, privileges, hereditaments and appurtenances whatsoever,
thereunto belonging or in any wise appertaining and the reversions and remainders, rents, issues and
profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of her, the
-2-
said Helen Jean Gambler a/k/a Helen 1. Gambler, at and immediately before the time of her decease, in
law, equity, or otherwise howsoever, of, in, to or out of the same.
TO HA VE AND TO HOLD the said lot or piece of ground above described, with the buildings
and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and
intended so to be, with the appurtenances unto the said Grantee, to and for the only proper use and
behoof of the said Grantee, forever.
And the said Grantor, for himself and his respective heirs, executors and administrators, does
covenant, promise and agree to and with the said Grantee, its successors and assigns, that he, the said
Grantor, has not heretofore done or committed any act, matter or thing whatsoever whereby the premises
hereby granted, or any part thereof, is, are, shall or may be impeached, charged, or encumbered in title,
charge, estate or otherwise howsoever.
IN WITNESS WHEREOF, the said Grantor has hereunto set his hand and seal the day and year
first above written.
(2U E . 6-f5
tsEAL)
ROBERT E. GAMBLER, Executor of the Last Will
and Testament of Helen Jean Gambler a/k/a Helen
1. Gambler
-3-
COMMONWEAL TH OF PENNSYLVANIA:
G \ SS:
COUNTY OF ~'u.-\;~...\.4~
On this, the \~ day of \.,,~'-~('
, 2007, before me a Notary Public, the
undersigned officer, personally appeared ROBERT E. GAMBLER, Executor of the Last Will and
Testament of Helen Jean Gambler alk/a Helen J. Gambler, known to me or satisfactorily proven to be
the person whose name is subscribed to the within instrument, and acknowledged that he executed the
same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereto set my hand and notarial seal.
COMMONWEALTH OF PENNSYLVANi,..
NOTARIAL SEAL
CAROL L. TROXEll. Notary Public
New Cumberland Bora. Cumberland Co.
My Commission Expires Dec. 27, 2009
I hereby certify that the precise address of the Grantee is:
Attorney for
-4-
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PRUDENTIALFINCLINC
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4112/2007 92.0700 91.0100 91.0500
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Ciose
/. :~!'1
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94.2300
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2ND UEN DATE:
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~TUAE ')11 >V>P'liCAAf ~ ~lFHC~;Zt;;) --/CII{A
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ZIP
Kelley Blue Book - Private Party Pricing Report - Ford, Escort
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Herne> Used Cars> 1995> Ford> Escort> LX Sedan 4D:> Equipment Print This Page
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6/29/2007
m1 M&fBank
499 Mitchell Road, MiIIsboro, DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
May 14,2007
Stone LaFaver & Shekletski
Attorneys At Law
414 Bridge Street
POBox E
New Cumberland, Pennsylvania 17070
Re: Estate of: Helen J Gambler
Social Security: 201-16-4160
Date of Death: April 17. 2007
Dear Sir or Madam:
Per your inquiry dated April 30, 2007, please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
1.
Type of Account
Checking Account
Account Number
36143367
Ownership (Names of)
George R Gambler *
Helen J Gambler *
Opening Date
08/28/64
Balance on Date of Death
$5,259.39
Accrued Interest
$ 0.00
Total
$5,259.39
Please be advised, there was no safe deposit box found for the above decedent.
* If upon reviewing the information above, you believe there are additional accounts not referenced, please
provide us with an account number and/or the name of any possible joint account holder. For any additional
information on the above accounts, including ownership and any changes, closures and/or reimbursement of
funds, please call the West Shore Plaza Office # 717-255-2271.
Sincerely,
1h1?o/~
J;~cy clagett .
Records Management
June 8, 2007
Commerce
f:Bank
Stone laFaver & Shekletski
414 Bridge St
PO Box E
New Cumberland PA 17070
RE: Estate of: Helen J Gambler
Tax Identification Number: 201-16-4160
Date of Death: April 17, 2007
Dear Sirs:
This letter is in reference to decedent account information you requested for the
individual listed above.
We are able to provide the following:
Account Type: Checking
Account Number: 032074106
Date Opened: 04/11/97
Primary Owner: Christina M Bernard
Secondary Owner: Helen J Gambler
Date of Death Balance: $476.28
Accrued Interest: $0
Principal Balance: $476.28
Please feel free to contact me at (717) 412-6134 if I may be of further assistance.
Since~r'~\' ~
!~f ,", It
t.~ J,
Mmdi, . Spr: ut
levy Specialist/Deposit Services
Commerce Bank
Commerce Bank I Harrisburg. N.A.
PO Box 4999
3801 Paxton Street
Harrisburg. PA 17111-0999
commercepc. com
" Settlement Statement U,S, Department of Housing and Urban Developmenl
B T pa of Loan ___ OMS Approval No 2502 0265 {~jres 11/30/2009) FINAL
1 OFHA --2 UFrnHA 3-LlC~v Unlns ,1; File Number - - - \ 7 Loan Number ~orlgage In;u;a~lc;-C;se NC,~er ---- I
4 OVA 5 QConv Ins MT2007.240MLS ___ _ _ __ L _ _ _ ____
-----rt'fiSrorm 1Siumisfieafog"ive-youasIafSffieill 0 Be uarseIDemenl costs AmounlS paro fv anilo~ me se~lIemen agent are sllown j ~ --
C. Note lteflls 111 a r~.8d. IP n c) were pald.oulSlde fhe closing they are '."own." ere for ulfonnal,on Pllrpos.es and a.re. nollnduded III tile IOI<'lIS,T, ',t1e,.E xpr,e, ss Seltl.em,ent 0ystem
WARNING II '5 a crime !O knowu'ftJ1V n1$6 false stat~ml:lnts lu the UnIted Stat~$ on tlw" Ul any other slnnl;)f form. Penallll",s "purl
LOI1\rf~lil\I~Canlnc~uJoaflneandlmp~~~~~J!!.!!...l~...!!-_~C()deSdCllon100lan.:1Secll~!.!~_____ ___.,,____ _ _. n_ __ _ _..._
D:N'AME -OFBORROWER. --Kendre, LLP
-----6QQRESS
E NAME OF SELLER
c--- ADlJRE~: u__
F NAME OF LENDER: Graystone Bank
ADDRESS Commercial Banking,112 Market Street, Harriburg, PA 17101
G PROPERTY ADDRESS'. 38 Kensington Drive, Camp Hill, PA 17011
f---- Lower Allen Township
H SETTLEMENT AGENT Abstract Company of Central PA, Inc., Telephone: 717.243.6222 Fax: 717.243.6486
_EhACE OF SETTLEMENT 26 West High Street, Carlisle, PA 17013 ____ ___________ _ ___
I SETTLEMENT DATE: 11/07/2007
J. SlJMMJ\R'tQf BORROWER'S TRANSACJlQN:_
_ 190. GROSS AMOUNT DUE FROM BORROWER ______
~QQO.OO
Estate of Helen J. Gambler
-,--~--- -
-- i
-----1
J G '-- .QJ_ntract .~~"-P!~~ ___________ _.n
..J.QL.l'~rsol1i!LE!QQ~ty_ ___._
j2L~\\.~l!1~\I\Jl~r~ 10 borrower (line 1400)
.1QL_
-J.QQ. - - ---- ---
3241.75
K. SUMNlARY OF S~I,,~R~S TBJ\~St\CTI9N:__ --
400. GROSS AMOUNT DUE TO S;LLER_____ _______
401 Contract sales price _, _ __ ___. _ ,___ 1~MOO:OO
402. Personal Property
403.
404,
405.
-- --- .-" -'- - -- ----
--------------
AdJuslmenls 101 rtems paid by seller in advance
lQZ_ ~~~~s_._____ 11/07/07t012131107
108. School Taxes 11/071071006/30/08
!Q'l,~e\'!.~ 11107/07t012131/07
..lill.. Trash.___H/Q7/07t012131/07
IlL ________
JJL.____
120. GROSS AMOUNT DUE FROM BORROWER
~MQYN!SP~l~~Y~ORONBEH~LFOFBORROWER
..1QL_ DepOsit or earnest monev
~. Principal amount of new loans
203. Existing loan(s) taken subject to
204.
..1Q~- -
,.~-------
207.
_ 208_... ___
..1QfL__________
Adjustments for items unpaid bv seller
407.
408.
409.
410.
411.
412.
130,065.~6 420. GROSS AMOUNT DUE TO S;~~~____ . =___J?~;~23.81
500. REDUCTIONS IN AMOUNT DUE TO SELLER- . -
12,600.00 501. Excess DepOsit (see inslr.\!f~____~ =_ ~=--=12.~():()()
113,400.QO 502. SelllemenI.Q'I.E!9.11s 10 sel1!lrlline 1400)_______ _______3,1JgSI
503. Existing loan(s) laken subiect!9.___ "_____________
504. Payoff of First Mortgage Loan ______ _ __ ___ ___ .___ _ __ __
_____________595._____________________ ,,_,___,. ______, ___, _,_,__
.Ji~_.___.._..____,_____,___________. ,__ ___ _.
507. ____ __.___'______
--f--------~-----------------,------ - .,----
509,
75.42
696.09
19.13
33.17
--
Adjustments for items paid by seller in advance ___,
County taxes 11/07/07 \0 12131/07___..n..42
School Taxes 11/07/07to06/30/08 696.09
Sewer 11/07/07 to 12131/07 19.13
Trash 11J07/07101~11107 __ ______33.11.
------
Adiustments for ite:r!l.iili1R&l!!l~ ~.iller, _~~
213
214.
215
216,
217.
_218_ __,,_ _____'____ .__,.______..
219
~iQJA1P~!Q BY/FOR.~()RROWER ------
300" (;i\SH AT.~ETTLEMENT FROM OR TO BORROWER
301. Gross amount due from borrower (line 120\
~,__-Les~ amounts paid JWlor borrower Wne 2201
126,000.00
513.
514.
515.
516.
517.
518.
519.
520. TOTAL REDUCTION AMOUNT DUE SELLER 15 782.57
600. CASH AT SETTLEMENT TO OR FROM SELLER--.---=:-
- '-,-----------, -
601. Gross amount due 10 seller (line 420) ,126,823.81,
602. Less reduction amount due seller (line 520\ __ ~282.S7
,-- ---- e-, __.. ______
--------
'----, '---
-- 1---'-----,.._, -- -- -
130065.56
126 000.00
303. CASH FROM BORROWER
4065.56 603. CASH TO SELLER
i'!ss Clou)e. \kJQ\~ 'f /;:.'S.'J .)<:.5
111,Q!t~4
:J 1eo. .,)
I __
;07 u;".l4
I
p (OL.Q.Qds
I ~lo I 000.00
E )(f'J\'Y'S 3/5 :lS' 7 "-
Lcs~ ~ ~')...3. ~I "-
· ;3 5 8 7Cr:..,
-t ~ Ie o. O(J /
(,,1 3 ~ ,tip
rein is Important tax informaUon and 1.5 being furnished to the lntema\ Re'Jenue SeT\lice If you are reqUIred b tile a relUin
ed to be repcrled and Ih@ IRS delefmlnes Inalll has 110t been reported The Contract Sales Price de3cnb~,J 1,)/1
~1;\~b;9, Sale or E;o:change of Principal Residence, for any gain, WIth your Intome lax return, for other Iri:lflSdCIIOI15
7 --~~) With )'QUi' correct taxpayer jden\fflcatlOfll1Umber If you do not pru"ide yOU{ cOHecl ta~pa'y'er :d02nt.llc<l\lc:j\
lElnaltJes of po3!JUlY, I C':'ftlfi' that the nUlnber shown on this ~!ale!1len! IS my ccrred t.l-'pa'yer j.Jenl,fI;-illlon !'our-,G,"!
TURE(SI______
___._'__._._~-
-IllW
e ~/t'i(S
v....... ucr......r-.\ \\I\U\I \ \.)1 nVU0l1'1i\..:l I"lI'iU U"O""I~ U~Vt:.LUl""Mt:.Nl
. SEHLEMENT STATEMENT
L. SETTLEMENT CHARGES
700.c.191A.hSAlESIBROI(ER'S COMMISSION based on price $126,000.00 @ 0.000 =
_~ ... Division Qf (;ommlssion (line 700) as follows: a
701,~_~O.<""' JO ('t().~ Wo.if-
702.1.,_____. to
703 Commission jlaid at Settlement
800.~!!~~~p~YABLE IN CONNECTION WITH LOAN
.~Ll~~Qrigi~
. ~OL Loan QiSCOl!flL
103. Appraisal fee
804, ~r~(jltg~
~_ 805. Doc Pre\l~_
8Q6. Flood C~rL___
~07 c AssuJ]1Ql!Qnf~~
~Q8_
~09
_~19c
811
i()o. ITEMS REQUIR;D By' LE~DER TO BE PAID IN ADVANCE
J9J.1!ller~t.~ to @l$ Iday _~_~ - - __-+ --.
~~Ln_~urance Premium lor to ~ __ _
903,_Hazard Insurance Premium for to _ _ _' ___
J!Q~,-~--- - - - --- -
\ill? _. -- ------- -~--
.JOOO,~SERVES DEPOSITED WITH LENDER FOR __.~ ____ _ __ _ _ _ ~
JOO! H~""","I",-,~___.____m'''L__~~~ ~ boo ~- - r~ l--.--
1ooLMQ!I~_iI1surance mo, (ti) $ __ ___ J!nQ _ _ __ _ ~ __ __ ~ _
1003. Cily PrOQ!l.i!ll!lL~____ mo, (ti)$ Imo _ ~_ _ _' _ ~~___ .
. 1004. County Property Tax mo.@.$ 41.~_._______ __ ___.__
1005 SchoolTaxe~ mo. (ti) $ ____~9.58/mo _ _ _ _ ___ ___ _
1009. A r ate Analysis Adjustment __ __. ___ _____ _____
1100. TITLE CHARGE~.-___ ____nun .__~___.
119t Settlement or closinQ fee _ ________
1102. Abstract or title search
1103
.J104 Jill.e insurance binder
1105. Document Preparation
1106. Notary Fees
_1197- Attorney's fees
____Jincludes above items No:
_J1Q!),litl~surance
_._Iincludes above items No:
1109. Lender's Polic
1110. Owner's Policy
.!11.L ,;ND 1 iJQ,.3QQ,,~l
.1112 Insured Closinq Ltr
1113.
_H.QO. GOVERNMENT R~9QR!>ING AND TRANSFER CHARGES ,.
12iJ 1 Recordrnq Fees Dees!l~~~Q_ . Mort 56.50 . Release
..1202 City/County tax/stamps Deed $1,260.00 ; MortQaQe $
_lfQ3c-i>!i!~Tax/stamps Deed $1,260.00 ; MortQaqe $
JliJ~- Becors!...~lillt of Rents to Recorder of Deeds
-~-
1300. ADDITIONAL SETTLEMENT CHARGES
DOL Sewer/Trash to 12/31/07 to Lower I\lIen Township
1302. ______
1303. 2007 Count 1T0wllshi Tax
1304 2007:08 School Tax
1305.._.._____~_
J.}Q~L____
1307
1308
rile Numoer MI .tUU/-l4U
TitleExpre~~lt!~-,!}~nl~ystem
fiNAL
PAGE '2
- --- --\--- --- ~
PAID FROM PAID FROM I
BORROWER'S SELLER'S
FUNDS AT FUNDS AT I
SETT~~~ENT_ SE rTLEMfNT I
---_._--- -------...
Fee -_.~ % ---- -- .- -_.---
% -- -- - ~~------- --
to Graystone Bank 39.0-,00_ -----
-- --......-.- -----. ---- -- --
___JQ.-'~r~stone Bank ---'-'- ___. 350,llQ. 1-----
to GraY~1one Bank _ .-- 20"QQ. __,
-_._'_.._~. .-.--...."-----
---- ~-
---- ----
-.-- -------- ____l.....-.-
to Saidis Flower & Lindsa
to Stone, LaFaver & Shekletski POC Seller
22.00
---~-"'-
to Abstract Company of Central PA, Inc.
98U~
_ 113,400.00 -
126,000.00 - 988.75
to Abstract Company of Central PA, Inc.
to Abstract Company of Central PA, Inc.
__1~Q,QQ
____ 3.~,QO
___~~OO
_ 1,260.0Q,
----.h260.00
---- -..-
21.09_
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to Bonnie Miller
\0 Bonnie Miller
____ _______________ ___i47.59
___________ . ___._ ~_. _ ~1~2,4~
.!.4QQ, TOT~HET!'LEMENT CHARGES
..l.?~1.75
3,182_57
j h.J'I~ cartJIully levlewed the HUD-, Selllernent Statement and to the b
K~s:ctU,t~jrth~~~.'t;;aT r~~iV~ 8 c
li'
'llARNING IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE
UNITFD STA rES UN THI5 OR ANY SIMILAR ~ ORM PENAl TIES UPON CONVIC il0N
(..aN iNClUGl A fIt-H. ANU Ir.,PRISQNMENf FoR OET/\ILS SElIITlE 16
US cum;: SE.CIION 1;J01 ,AND SEcnON 1010
The HUO-' se.meplenl sl'''menIWI'''1'f..P,... "'arOCed ,; a "ue "nd '0".<". aceounl vI'" I,., ".'_"on
"' 1&1~C'~' "'k;~~/:;"""""
STONE LAFAVER & SHEKLETSKI
ATTORNEYS AT LAW
DAVID H. STONE
GERALD J. SHEKLETSKI
ELIZABETH B. STONE
414 BR'DGE STREET
POST OFFICE BOX E
NEW CUMBERLAND. PA 17070
www.stonelaw.net
OF COUNSEL
CHARLES H. STONE
JON F. LAFAVER
January 17, 2008
TELEPHONE (717) 774-7435
FACSIMILE (717) 774-3869
Register of Wills Office
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
RE: Estate of Helen J. Gambler
No. 21-07-0400
Greetings:
Enclosed please find an original and one copy of the
Inheritance Tax Return and Inventory for the above mentioned
estate. Please clock in the copy of the Inventory and send it
back to my office along with any receipts in the enclosed stamp
addressed envelope.
Also, enclosed is check #139 in the amount of $5,278.74 for
payment of the inheritance tax and check #140 in the amount of
$30.00 for filing the return and inventory.
Please note the timely postmark of this correspondence.
Your attention to this matter is certainly appreciated.
Very truly yours,
STONE La FAVER & SHEKLETSKI
DHS/tmb
Enclosures
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