The URL can be used to link to this page

Home My WebLink About06-13-08' ~ 15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes Poeox2aosol INHERITANCE TAX RETURN \~{ - ~1 ~'~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT U t~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 204-26-7721 09/19/2007 06/24/1936 Decedent's Last Name Suffix Decedent's First Name MI HaH ': Mr Gerald N (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Hall Mrs Robie L !. Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 19a-2s-7633 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW r;~:' 1. Original Return ;~,:::~ 2. Supplemental Return ~.. .-. 3. Remainder Return (date of death prior to 12-13-82) __ . 4. Limited Estate „:°~°{ 4a. Future Interest Compromise (date ofr',~' 5. Federal Estate Tax Return Required death after 12-12-82) cwt°o. 6. Decedent Died Testate Y;:".:~ 7. Decedent Maintained a Living Trust __. 8. Total Number of Safe Deposit Boxes (Attach Copy of Wi{I) (Attach Copy of Trust) ~._ 9. Litigation Proceeds Received ,.~~, 10. Spousal Poverty Credit (date of death ,.";~~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTU\L TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Ronald M. Katzman, Esq. ; (717) 234-4161 Firm Name (If Applicable) __~._ _. __,__ .. .__..._ ~~,. REGISTER OF WILLS USE ONLY i Goldberg Katzman, P.C. `'' f~ r.ry First line of address ~ '""' ' ~-; _ [..~_ ~ ' 320 Market Street ;--~ ~:~ C > Second line of address Wiz. r--' ~. _ ) - ~ ~-'' 1~ _._. ` ' -- _ -I7 f.,~ i" t P.O. Box 1268 _v- ~~ :- -7 r-ti ~, ~'^' City Or Post Office State ZIP Code _ ~E-k1LED ~ ws Harrisburg PA ' 17108-1268 -~ ~~' ~~ ~; ~ ~. Correspondent's a-mail address: rmk@gOldbergkatzman.COm Under penalties of perjury,) declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, aorced and complete. Declaration of preparer other than the personal representative is based on alt information of which preparer has any knowledge. SIGNAT> ~ OF ERSONPONSIBLE F~ ILING RETURN / / DfjT ~ ` ~ \~ "~~Grf l ~ ~ ' ~ ADBR~SS 309 Fields n e Road, Cam Hill, PA 17011 o SIGNATURE EPARE,f2 OTHE RESENTATIVE ~~ ~ ~ // ~ DAZE ~ ~ :MP's ~ ~p ~ `~ ADDRESS ~ ~ T P.O. Box 1268, Harrisburg, PA 'T~108-1268 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 . 15056052059 REV-1500 EX Decedent's Social Security Number decedent's Name: Gerald N Hall 204-26-7721 RECAPITULATION 1. Real estate (Schedule A) . ......................................... ... 1. 2. Stocks and Bonds (Schedule B) .................................... ... 2.' 3. Closely Held Corporation, Partnership or Sole-Proprietorship (schedule C) .. ... 3. 25,000.00 4. Mortgages & Notes Receivable (Schedule D) .......................... ... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... ... 5. 204,605.04 6. Jointly Owned Property (Schedule F) ~~.`:"~". Separate Billing Requested .... ... 6. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property {Schedule G) k..:_.:3 Separate Billing Requested..... ... 7. 8. Total Gross Assets (total Lines 1-7) ................................. ... 8. 229,605.04 9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. 8,635.32 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule t) ............. ... 10. 11. Total Deductions (total Lines 9 & 10) ................................ ... 11. 8,635.32 12. Net Value of Estate {Line 8 minus Line 11) ........................... ... 12. 220,969.72 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ..................... ... 13. 14. _... . Net Vafue Subject to Tax (Line 12 minus line 13) ..................... _ _ _ . ... 14. 220,969.72 ~ .. __._ _.._....~ _.._ __._~___.____.-._.__~~.m__.__.____ _~_....__.~ . _.._._~. ~__~__ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES ~,_,._...Y__._.... _..__..._._,.,..._...__. ,._~_~.._._.._~.~._,,.._._~._... ~.___.___._._._ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ i 15. ' 0.00 16. Amount of Line 14 taxable at lineal rate X .0 ! 16. 0.00 ', 17. Amount of Line 14 taxable at sibling rate X .12 17. 0.00 18. Amount of Line 14 taxable at collateral rate X .15 ' 1 g. 0.00 19. TAX DUE ...................................................... ...19. 0.00' 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 RLV-1500 EX Page 3 n......~I.....4~~. r.,w.r,lefn Arllrtracc• File Number .~..~~~.._.._- -----r---- - ---- DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Gerald N Hall 204-26-7721 STREET ADDRESS 309 Fieldstone Road CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit i B. Prior Payments - C. Discount 3. InterestlPenalty if applicable D. Interest E Penalty (1) Total Credits (A + B + C) {2} Total InterestlPenalty (D + E ) 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. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5} (5A) (58) o.oo 0.00 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 b. retain the right to designate who shall use the property transferred or its income :...................................... ...... c. retain a reversionary interest; or ................................................................................................................... ....... ^ ^ d. receive the promise for fife of either payments, benefits or care? ............................................................... ....... If death occurred after December 12, 1982, did decedent transfer property within one year of death 2 . without receiving adequate consideration? ....................................................................................................... ....... ^ ^ 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....... ....... Did decedent own an Individual Retirement Account, annuity, or other non-probate property which 4 . contains a beneficiary designation? ................................................................................................................. ....... ^ 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. §9116 (a) (1.1) (i)]. For 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. §9116 (a) (1.1} (ii)]. The statute does not exempt a Vansfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers ftom a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The 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 72 P,S. §9116(1.2) (72 P.S. §9116(a}(1}]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is del+ned, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. RE\1-1504 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER Hall, Gerald N. 2007-00897 Schedule C-1 or C-2 (including ail supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted forsole-proprietorships. (If more space is needed, insert additional sheets of the same size) 13 ,Schedule K-1 65117 ~ n n 7 ~ Final K-1 ~ Amended K-1 OMB No. 1545-0099 (Form 1055) ~.. v v ^ Forp{endaryear2007, orrax Department of the Treasury year beginning ~ -- - ?>~'~.t~~~1>€ Partner s Share of Current Year Income, Deductions Credits and Other Items Internal Revenue Service ending Partner's Share of Income, Deductions, 1 Ordinary business income (loss) 0 . 15 Credits Credits, etC. 2 Net yenta! teal estate income {loss) - 5ee se orate instructions. 2 , 15 3 . 16 Foreign transactions >~~ta< Information About the Partne shi 30ther net rental income (loss) r p A Partnership's employer identification number 0.Guaranteed payments 52-1182876 B Partnership's name, address, city, state, and ZIP code 5lnterest income 557. CABLE HOUSE ASSOCIATES 6a0rdinarydividends ONE CHARLES RIVER PLACE, 63 KENDRICK ST 17 Alternative min tax(AMT)items NEEDHAM, MA 0 2 4 9 4 6b Qua{ified dividends C {RS Center where partnership filed return OGDEN UT 7 Royalties 18 Tax-exempt income and D ~ Check'rf this is a publicly traded partnership (PTP} SNet short-term capital gain (loss) nondeductible expenses "'""' `:ri~i~f Information About the Partner 9a Net long-term capital gain (loss) ................... E Partner's identifying number 9b Collectibles {2&%} gain (loss) 19 Distributions 2 0 4 -2 6 - 7 7 21 9c Unrecaptured sec 1250 gain F Partner's name, address, city, state, and ZIP code 20 Other information 10 Net section 1231 gain (lass) 5 5 7 . GERALD HALL 309 FIELDSTONE ROAD 110therincome(loss} CAMP HILL, PA 17011 G ~ General partner or LLC ~ Limited partner or other LLC member-manager member H [~X Domestic partner 0 Foreign partner 12 Section 179 deduction I .What type of entity is this partner? INDIVIDUAL 130ther deductions J Partner's share of profit, loss, and capital: Beginning Ending Profit 4.5000000% 4.5000000% Loss 4 .5 0 0 0 0 0 0 °/° 4.5 0 0 0 0 0 0% 14Self-employment earnings {loss) Capita- 4 .5000000°~° ~ 4.5000000°~° 0 , _ K Partner's share of liabilities at year end: Nonrecourse ................................................ $ *See attached statement for additional information. qualified nonrecourse financing ,,,,,,,,,,,,,,,,,,,,,,,, $ 10 $ , 212 . Recourse ................ $ 0 . L Partner's capital account analysis: Beginning capital account .............................. $ -9 6 , 10 4 . Capital contributed during the year ,,,,,,,,,,,,,,,,,, $ Current year increase (decrease) .................... $ 2 , 710. Withdrawals 8 distributions .............................. ${ ) Ending capital account .............................. .. $ -93 394. .... r ~X Tax basis ~ GAAP 0 Section 704(b} book 0 Other ex lain ~. o a~ ~ ~ o " JWA Far Paperwork Reduction Act Notice, see instructions for Form 1065. li~zst 12-31-07 5590318 804600 CABLEHOUSE 2007.05020 CABLE HOUSE ASSOCIATES Schedule K-1 (Form 1065} 2007 13 CART t vn~ GABLE HOUSE ASSOCIATES 52-1182$76 SCHEDULE K-1 CURRENT YEAR INCREASES (llECK~'ASES) DESCRIPTION RENTAL REAL ESTATE INCOME (LOSS) INTEREST INCOME SCHEDULE K-1 INCOME SUBTOTAL AMOUNT TOTALS 2,153. 557. TOTAL TO SCHEDULE K-1, ITEM L 2,710. 2,710. PARTNER NUMBER 13 15590318 804600 CABLEHOUSE 2007.05020 CABLE HOUSE ASSOCIATES CABLEHOI REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, SANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER 2007-00897 Include the proceeds of litigation and the date the proceeds were received by the estate. All orooerty jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REU-1511 EX+ (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Hall, Gerald N. 2007-0897 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: L Myers- Harver Funeral Home Mso. Raners, vuralist, It~l e. 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 Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: {If decedent's address is not the same as claimant's, attach explanation) Claimant Robie L Hall street address 309 Fieldstone Road City Camp Hill State PA _Zip 17011 Relationship of Claimant to Decedent Wife 4. Probate Fees 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Patriot News -Obituary Notices TOTAL (Also enter on line 9, Recapitulation) I $ (If more space is needed, insen additional sheets of the same size) Zip 2,895.00 526.32 0.00 1,000.00 3,500.00 314.00 400.00 8,635.32 REV;1513 EXf (9.00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Hall, Gerald N. 2007-00897 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PER50N(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)) Robie L. Hall, spouse ~ ~ 100% 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART I) -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF GERALD N. HALL _ ; ~ ~: I, GERALD N. HALL, of Camp Hill, Cumberland County, Pennsylvania, beipg o~ound and disposing mind, do hereby make, publish, and declare this to be my Last Will and Testament, hereby revoking and making null and void all prior Wills and Codicils made by_rr-e at auy time r~ heretofore. ~= ITEM I. I direct that all my legally valid debts, funeral and administrative expenses, and debts incurred or payable because of my death, shall be paid by my Executor, hereinafter named, from my residuary estate as soon after my death as practicable. All death taxes, including federal, state, and other death taxes, payable with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed thereon, shall be considered an expense of administration of my estate, and shall be paid out of the residue. ITEM II. I give and bequeath certain items of tangible personal property that are solely owned by me at the time of my death and that are identified in any separate writing directing distribution thereof after my death which is dated and is signed by me at the end thereof, to those persons designated in such separate writing who survive me. If any item of tangible personal property is identified in more than one separate writing, I direct that, unless stated to the contrary, the separate writing bearing the last date shall govern the disposition of such item. ITEM III. A. I acknowledge that all tangible personal property in any home in which 1 reside with my Wife, ROBIE L. HALL, is titled in us as tenants by the entirety, so that all tangible personal property therein not otherwise identified as being solely awned by me, shall not pass under this Will, but shall pass by operation of law in the event I predecease her. B. I bequeath my household and personal effects, jewelry, automobiles, and other tangible personalty of like nature owned solely by me, and not included on the list referenced above, to my Wife, R~JBIE L. HALL (hereinafter my "Wife") if she survives me by thirty (30) days. If she does not so survive me, I make said bequest to my then living children as they shall agree. Should there be no agreement, each child shall select, in order of ages of the children, one item at a time. Any items not so selected shall be sold, and the proceeds of said sale shall be divided evenly among my said children. ITEM IV. I give and bequeath all of the rest, residue and remainder of my estate, wherever situate, to my Wife, ROBIE L. HALL, if she survives me by thirty (3Q) days. In the event my wife fails to so survive me, I give, devise and bequeath all the rest, residue and remainder of my estate to such of my children, KELLY TICE, JULIE GLUCKSMAN and GERALD N. HALL, JR., as maybe living on the 31 S` day after my death, and to the issue then living of such of my children as may then be dead, per stirpes. ITEM V. I hereby appoint my Wife, ROBIE L. HALL, as Executor of this, my Last Wiil and Testament. In the event of her refusal or inability to serve, I then appoint my daughter, KELLY TICE, to serve as Executor. ITEM VI. If at any time any minor child shall be entitled to receive any assets hereunder, PNC Bank, N.A. shall act as Guardian of the assets payable to such child. Such Guardian may receive and administer all assets authorized by law, and shall have full authority to use such funds in any manner it shall deem advisable for the best interests of such child. Said Guardian shall have atl the rights and privileges as to the Guardianship(s) and its assets as are herein granted to the Executor 2 as to my estate and the assets therein. ITEM VII. I direct that no person serving as my Executor or Guardian shall be required to give bond or post any other security for the faithful performance of their duties in any jurisdiction. ITEM VIII. My Executor and Guardian shall have the following powers in addition to those invested in them by law and by other provisions of my Will applicable to all property, whether principal of income, exercisable without Court approval, and effective until distribution of all property: A. To retain any investments I may have at my death so long as they may deem it advisable to do so. B. To vary investments, when deemed desirable by them, and to invest in such bonds, common trust funds controlled by them, stocks, notes, real estate mortgages, or other securities or in such other property, real or personal, as they deem wise, without being restricted to so-called legal investments. C. In order to effect a division of the principal of my Estate or for any other purpose, including any final distribution, my Executor is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets are required to be divided or distributed at their respective values on the date or dates of their division or distribution. 3 D. To sell either at public or private sale and upon such terms and conditions as they may deem advantageous, any or all real or personal estate or interests therein owned severally or in conjunction with other persons or acquired after my death, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge, and deliver any and all deeds, assignments, options, or other writings which may be necessary or desirable, in carrying out any of the powers conferred upon them in this paragraph or elsewhere in my Will. E. To mortgage real estate, and to make leases of real estate for any period of time as is deemed reasonable by them. F. To vote any shares of stock which they may own, and to otherwise exercise all the powers incident to the ownership of such stock. G. In their discretion, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company. H. To compromise claims and to abandon any property which, in their opinion, is of little or no value. I. To manage or continue any business that I may own or be entitled to so act in such capacity. 4 ITEM IX. Any person who shall have died at the same time as me, or in a common disaster with me, or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased me. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of five (5) typewritten pages, this ~ day of November, 2006. ~~~7~/(. /~l`~S (SEAL) GERALD N. HALL We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testator, GERALD N. HALL, as and for his Last Will and Testament, in the presence of us, who at his request and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testator was of sound and disposing mind and memory. S~-~-~.~~r.t ~,/.~~. ';~,~ -, residing at L% ., -y, ' ~ ;~ -C1` F:~,t_: ,~, .~~.t t.t1,N t'~.'! U residing at i ( '.( •_.e°~ (-off t COMMONWEALTH OF PENNSYLVANIA SS.: COUNTY OF DAUPHIN We, GF~RALD N. HALL, the Testator, and . ~'~~~~~~~~~- ~u~~-{TGi/' ,and 1,,(~;~1~ ~ t~,~( ~'(,t,'~(,. ,the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best ofhis/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Z~~~ ~~~ GERALD N. HALL f f/ Witness ~~ //// Witness Subscribed, sworn to and acknowledge efore me by the Tyestator, GERALD N. HALL, and subscribed and sworn to before me by i't '~`;, ^Ct ~t~ {~'; ~-t~~C~/~"r<I(~ and 1, S'~ ,( ;;l X ~~~(,l (. k (ill ; L ,witnesses, this ~~ ,Z~ay of November, 2006, 139955.1 :,'`~~ -'L//~ I y ubl' AL} COMMCi?vvvi:.lr~f,-+.`r YGtv7M'SY~_`/AtV:A IdoTARIA.L SEAT. j { JENNIFER L. BOLTZ, Notary ~ub(ic i I City of Harrisburr~, Dauphin County F _ &4y Comrnissior F~gir25 rv'a~; `?r, ?C0y _._.,i 6 __ _ ___ r. . ~~.. ~, Afull-service law firm. June 12, 2008 Register of Wills Cumberland County Courthouse Hanover and High Streets Carlisle PA 17013 Re: Estate of Gerald N. Hall File: 2007-00897 ,. In:hua i ~. I ,~~ k arnui;i !i. i;~,~„n 't3r.~thrr .. !',ttei t?t~ To the Register of Wills: r~ c~ G ra ~ r ` ,, _ Q '~- ~ ~' ~ -- Z `-. c' ~ t- ~ rn ~ , ...- l~ ~ .~, .`Y j ~ ~ ~, v ~ N We enclose herewith an original and one copy of the Inventory to be filed in the above Estate, along with an original and two copies of the Pennsylvania Inheritance Tax Return. Please stamp and return one copy of each in the enclosed envelope. In addition, we enclose a check payable to the Register of Wills, Agent, in the amount of $30.00 to cover filing fees. If there are any questions, please do not hesitate to contact me. Very truly yours, ~) ' / ,~ Ronald M. Katzman RMK/j lb Enclosures ODMA I PCDOCS IDOCS11591681 / ~U`~I;IrI:.'tti{?~tl.~.It.il,~l: .1i1 I'O.l;i,S I'(,5~ }i;li) ~,1~[u; I';1 I~~i(i~l' i~ti~ i ~ ~ ~1 i.'_( 'I-.. ~ z l- I lh{ ~ '1- '~~-ht;O~ ];~,'~ ~ ~•~ir~,r.~;~~I~ ~ct~g ~ll~rrinn.cf;m INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA ~ SS COUNTY OF CUMBERLAND COUNTY, PENNSYLVANIA File Number 2007-00897 Personal Representative(s) of the Estate of Gera 1 d N . H a 11 deceased, deposes} and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- R o b i e L. H a 11 tory are true and correct. I understand that false state- ,. ments herein are made subject to the penalties of •~ ~' ~~~~ 18 Pa.C.S. § 4904 relating to unsworn falsification to ~ ~ /~ - authorities. Attorney -- (Name) Rona 1 d M . Katzman (,Supreme Court LD. No.) 0 719 8 (Address) Goldberg Katzman, P.C., P.O. Box 1268, Harrisburg, PA 17108- (Tetephone) ~ 717) 2 3 4 - 4161 12 r7 cs DATE OF DEATH LAST RESIDENCE DECEDENTS SOC. SEC. NO. 09/19!2007 309 Fieldstone Road, Camp Hill, PA 204-26-7721 FIGURES MUST BE TOTALED Cable House Associates, a Partnership -estimated value Wachovia Securities Investment Account #2791-6549 Miscellaneous Personal Items Rolex watch and j ewelry -cI ~ - ,:. ~. ~~ --r-t '. ,r" (Attach additional sheets as needed) $25,000.00 t~.~ $ 9,605.04., c.., ~r~, ~ > $x,004 pG)` x}- ~ < L. C.31 N TOTAL: $229,605.04 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa C.S. § 3301(6)) Form RW-09 rev. IOJ3.06 r '~ - °~ ~~ ~'~ ~r 1 l ~ • 44~sa~ ~ ~-~ '. ~-ut....-:. ..~ /~ .F~ ;w ..-, %s ~-'-; r~- ,~ .- ',~~ ~.~"~"~.... ~' ;ti ~+ i i,t .~- ~~ ,~ ~', `,..- _ ~- j ~._ ~, ~:. `~~ ~~,~- ~-- u.~, , .._ t 7 ` ~~=;+ N U~ ~~~" -TCn M 7 ~.:. ~ = O e: ?7 '0 ~ Q. ~'`' ~ ~ 7 N 3.1 N ~ ~ ~~ ~ ~, cd V ~~ ~(~I ~+ C:' ~, .. ~I.~