HomeMy WebLinkAbout04-0105
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of .:::rOaM M I (;vi 5 ~d ( ( No. ~- ()L\ - 165
also known as To:
Register of Wills for the
County of in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age o~older mre execut Or-
in the last will of the above decedent, dated :::J n~U A- to J awl.{
and codicil(s) dated ;
named
~ ,~
DfJ..eased.
Social Security No. ~-3;;-qOrl
Decendent was domiciled at death in
h e.r last family or principal residence at '_
County, Pennsylvania, with
\le-
D
(list street, number and muncipality)
Decendent, the years f agel ~ied JJi/4f<.. , ~ ;)Ool.( ,
at l td \ (
Except as follows, dece ent did not marry, was not divorced and di not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania \ I
situated as follows: - i;l-\. e.$ , cI
- hll
(0 JOC::>O j (90
f
/'10,000 I OD
,.
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
theron.
robate of the last will and codicil(s)
STCJ P.
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S- . ~ Av e o/ci,' PA:
OATH OF" PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1.- ss
COUNTY OF C~\.'CY\h>o\c...'(""\('\ J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate accor ing to law.
d
subscribed {
day of
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eglster
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No. 2\- O'-\-\cS
Estate of
.HiAN 1\1 G11T51-lALL
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~...e.A~AA c{"~ :loaf{. if}_, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 1-6-2004
described therein be admitted to probate and filed of record as the last will of
JOAN M GUTSHALL
and Letters TESTAMENTARY
are hereby granted to JEFFREY ALAN GUTSHALL
~ FEES I.;> .00
Probate~~s, Etc. ......... $ 9.35. 00
Short Certificates( ).......... $ I 5.00
Renunciation ................ $ 5 . 00
J~"p $ LO .00
TOTAL _ $ :J..11.cO
Filed ......z:- J.-.2QO~. . . . . . . . . . . . . . . . . . . .
MAILED TO EXEC 2-3-2004
A TIORNEY (Sup. Ct. LD. No.)
ADDRESS
PHONE
RENUNCIATION
2\-0'-\ - '06
In ReEstate of J0/JN # Gvrs/J/9//
To the Register of Wills of CUIJ/J:;e /(/,4 A .6
The undersigned j A ttjAt./ K.
deceased.
County, Pennsylvania.
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
be issued to ~FF/2EY A, Gvfs/J/l//
WITNESS ~.L.-- t? # hand this4~y of, 7;,?A/.
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dLruJ'rA lI. /~ .
t............-.. Aignatur~
\...,./" INS % ~fYJer ta:d~ J2-'L.
(Address)
.~~ ~ 3aJ22-
(Signature)
(Address)
(Signature)
(Address)
NOTARIAl. SEAL
DEIM~TARYPU8UC
em OF DAlJPtlIN COUrtlY
MY .. RES
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
2.\ - 0,,", - ,os
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.. _ rI ,Zc I. tl-,:-J n T /2 ) ~ R J
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that SHE WAS present and saw
the testat R IX , sign the same and that S H F signed as a witness at the
request of testat~ in t-ER presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirm~nd subscribed before
me his fA day of
Om \.19_
-r- ~ 0 Jr);~
(Name)
J(~i) b.1j- p~
(~ddress)
~ .J 'f-Ja /70c:l S-
(Name)
(Address)
REGISTER OF W OF
OATH OF NON- SCRIBING WIT
(each) a subscriber hereto. (each) bein uly qualified according to
familiar WI the signature of
codicil
w~ presente herewith
~dicil
the will~ in the hand
",
that
b~ves the signature
'-.
"-
............
to the best of
Sworn to or affirmed and subscribed before
me this day of
19_
ess)
Register
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
2\-O~ - lOS
/
l;,~4-J!L})EN E ,'-/-c;-6;<LE" y
,
! codic'
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that THEY WERF present and saw
the testatR I X , sign the same and that THFY signed as a witness at the
request of testa~ in h ER presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)). ' .
A /.(l~~}) ((. 2t,;t) "),
(Name) ()
Sworn to or affir~~nd subscribed before
~i this day of
fn;:r:~~6100* ILl:::
'-P" ~:~te,
,/.
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.~~~w
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~res~)~ /)
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(Name)
(Address)
REGISTER OF WILLS 0 ' COUNTY
-SUBSCRIBING WITNESS
./,,/"
/
/bthe best of
Sworn to or affirmed
me this
(Name)
(Address)
Register
(Name)
/
(Address)
2, -04-lO5"
-~<Yb~
~~ d.-- ;Loo+
C;. - - ~ram Files\ WillMaker 7\Exported Will.txt
Subject: C:\Program Files\ WillMaker 7\Exported Will.txt
From: jgjg@concentric.net
Date: Mon, 05 Jan 2004 20:32:07 -0500
To: jgjg@concentric.net
C:\program Files\WillMaker 7\Exported Will.txt
-'ll- 04- \05
*******************************************************************
IMPORTANT INFORMATION FOR USING THIS EXPORTED FILE FROM WILLMAKER 7
This text file may contain several documents: your will, important
notes about signing it, an affidavit -- if available in your state
-- and a letter for your personal representative.
If you exported your documents as a text (ASCII) file, you will
probably want to separate these documents and store them as
different files so that the page numbering and footers will be
correct for each one when you print them. To make separate files,
do the following for each document:
1. Select the contents of the document and copy it.
2. Create a new file.
3. Paste the copied text into the new file.
4. Save it with a new file name.
See the manual that came with your word processing software if you
do not know how to create new files or copy and paste text.
Pay careful attention to the page breaks when you print your will.
It is important that you insert the line for initials at the bottom
of each page. You can copy and then paste the following text into
the "footer" of your word processor, if it has one, or into the
document as you format it:
Page Ini tials: Date:
If your word processing software automatically dates or numbers the
pages of the document, then insert just the text relating to
initialing into the footer.
Similarly, the text at the beginning of the will document, "Will of
[Your Name]" should be inserted into the "header" of your word
processor or manually placed at the top of each page.
Read the Read Me First file accompanying the WillMaker program for
the latept information.
NOTE: if you exported your documents as an RTF (Rich Text Format)
file, headers and footers are automatically included. As long as
your word processor allows separate headers and footers throughout
the file, you will not need to adjust them yourself.
*******************************************************************
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C:\Program Files\ Will Maker 7\Exported Wil1.txt
IMPORTANT NOTES
BEFORE YOU SIGN: Read your will carefully. Is everything printed as
you intended? Do you understand the meaning of every word?
WHILE YOU SIGN: For your will to be valid you must be of sound mind
and of the age specified by your state. This is almost always 18.
Your will should be witnessed by three witnesses, even though only
two are legally required in most states. The witnesses should be in
your and each other's presence when you sign the will. The
witnesses need not read your will.
You must say to the witnesses that you intend this document to be
your will. Make sure each page is numbered and dated; then write
your initials on one of the blank lines where indicated. On the
last page of your will, write in the date, and on the blank line
after "at," fill in the city or county and state in which you are
signing your will. Repeat this information in the blanks that
appear just before the witnesses' signatures. Then sign it in the
presence of the witnesses. Use exactly the form of your name
printed on the will. The witnesses should state that they realize
you intend this to be your will. They should then, in your
presence, initial each page, near the line you did, sign the last
page in the space indicated for witnesses, and fill in their
addresses.
AFTER YOU SIGN: Keep your will in a safe place, where it can be
readily found. You may make photocopies - for example, to give to
your executor. However, only the signed original is legally valid
and can be probated.
If there are major changes in your life, you should make and sign a
new will and have it witnessed. Destroy the original of your old
will and all copies. Changes that make it wise for you to make a
new will include: having or adopting a child, moving to another
state, the death of anyone named in your will, a change of marital
status, and a significant change in the property you own.
:Keep .:up-to-date: Registered users of WillMaker will receive product
upfiat€s, technical support, and a one-year subscription to the Nolo
News. Please register by e-mail.using the registration form that
was installed with the program. You may use the mail-in
registration card if you purchased a boxed copy of the program. If
you called Nolo Press directly to order or unlock this program, you
are already registered.
WillMaker 7.0.1 11/23/98
Copyright 1995-1998 by Nolo Press.
Date printed: Sunday, August 17, 2003 Time: 12:39:35 D
PERSONAL INFORMATION
I, Joan M. Gutshall, a resident of the State of Pennsylvania,
Cumberland County, declare that this is my will. My Social Security
Number is 206-32-4074.
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C:\Program Files\ WillMaker 7\Exported Will.txt
REVOCATION OF PREVIOUS WILLS
I revoke all wills and codicils that I have previously made.
CHILDREN
I have the following children now living: Jeffrey A. Gutshall and
Monica M. Ricci.
DISPOSITION OF PROPERTY
All beneficiaries must survive me for 45 days to receive property
under this will. As used in this will, the phrase survive me means
to be alive or in existence as an organization on the 45th day
after my death.
All personal and real property that I leave in this will shall pass
subject to any encumbrances or liens placed on the property as
security for the repayment of a loan or debt.
If I leave property to be shared by two or more beneficiaries, it
shall be shared equally by them unless this will provides
otherwise.
If I leave property to be shared by two or more beneficiaries, and
any of them does not survive me, I leave his or her share to the
others equally unless this will provides otherwise for that share.
Entire estate means all property I own at my death that is subject
to this will.
I leave my entire estate to my children Jeffrey A. Gutshall and
Monica M. Ricci in equal shares.
If Jeffrey A. Gutshall and Monica M. Ricci both do not survive me,
I leave my entire estate to Keenan Turns.
CUSTODIANSHIP UNDER THE UNIFORM TRANSFERS TO MINORS ACT
All property left in this will to Keenan Turns shall be given to
Laurie A. Keating (Duttry), to be held until Keenan Turns reaches
age 21, as custodian for Keenan Turns under the Pennsylvania
Uniform Transfers to Minors Act. If Laurie A. Keating (Duttry) 1S
unwilling or unable to serve as custodian of property left to
Keenan Turns under this will, Rudy Duttry shall serve instead.
PERSONAL REPRESENTATIVES
I name Jeffrey A. Gutshall and Monica M. Ricci to serve together as
my joint personal representatives.
If Jeffrey A. Gutshall or Monica M. Ricci is unwilling or unable to
serve as personal representative, the other personal representative
shall continue to serve.
If Jeffrey A. Gutshall and Monica M. Ricci are both unwilling or
unable to serve as personal representative, I name Laurie A.
Keating (Duttry) to serve as personal representative.
No personal representative shall be required to post bond.
PERSONAL REPRESENTATIVE'S POWERS
I direct my personal representative to take all actions legally
permissible to have the probate of my will done as simply and as
free of court supervision as possible under the laws of the state
having jurisdiction over this will, including filing a petition in
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C:\Program Files\WillMaker 7\Exported Wil1.txt
the appropriate court for the independent administration of my
estate.
I grant to my personal representative the following powers, to be
exercised as he or she deems to be in the best interests of my
estate:
1) To retain property without liability for loss or depreciation.
2) To dispose of property by public or private sale, or exchange,
or otherwise, and receive and administer the proceeds as a part of
my estate.
3) To vote stock, to exercise any option or privilege to convert
bonds, notes, stocks or other securities belonging to my estate
into other bonds, notes, stocks or other securities, and to
exercise all other rights and privileges of a person owning similar
property.
4) To lease any real property in my estate.
5) To abandon, adjust, arbitrate, compromise, sue on or defend and
otherwise deal with and settle claims in favor of or against my
estate.
6) To continue or participate in any business which is a part of my
estate, and to incorporate, dissolve or otherwise change the form
of organization of the business.
The powers, authority and discretion I grant to my personal
representative are intended to be in addition to the powers,
authority and discretion vested in him or her by operation of law
by virtue of his or her office, and may be exercised as often as is
deemed necessary or advisable, without application to or approval
by any court.
PAYMENT OF DEBTS
Except for liens and encumbrances placed on property as security
for the repayment of a loan or debt, I want all debts and expenses
owed by my estate to be paid in the manner provided for by the laws
of Pennsylvania.
PAYMENT OF TAXES
I want all estate and inheritance taxes assessed against property
in my estate or against my beneficiaries to be paid in the manner
provided for by the laws of Pennsylvania.
NO CONTEST PROVISION
If any beneficiary under this will contests this will or any of its
provisions, any share or interest in my estate given to the
contesting beneficiary under this will is revoked and shall be
disposed of as if that contesting beneficiary had not survived me.
SEVERABILITY
If any provision of this will is held invalid, that shall not
affect other provisions that can be given effect without the
invalid provision.
SIGNATURE
I, Joan M. Gutshall, the testator, sign my name to this instrument,
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C:\Program Files\WillMaker 7\Exported Will.txt
this
bitl
day of
~AtJuAR.Y
9CO{, at
I declare that I sign and
execute this instrument as my last will, that I sign it willingly,
and that I execute it as my free and voluntary act. I declare that
I am of the age of majority or otherwise legally empowered to make
a will, and under no constraint or undue influence.
/] '-., .J~ "
.' .... . I fI<J. . C
;,t G(./lA- 71, <./ ( J
(Si~ed)
Residing at:
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Witness #1:
'........".,.
Wi tness #2: (~d..--~ {I) ~f-/-lr I Il.A~ )
.~3iding at: I;}; ~i..:t. h , !'"""..-IA" A, 1'10:;J.!i'
;Witness #3: / W~ e ~
Residing at: 6g~L elLtAf/actSt: Z>i':,. ;k4e/.5~,(~) 1/1 ;7///
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1/512004 8:54 PM
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CERTIFICATION OF NOTICE
UNDER RULE 5.6(a)
Name of Decedent: Joan M. Gutshall
Date of Death: January 18,2004
Will No.
21-04-0105
Adm. No.
To the Register:
I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
February 10,2004:
Name Address City
Jeffrey Allen Gutshall 115 Pepper Avenue Enola, P A 17025
Monica M. Ricci 10540 Summer Ridge Dr. Alpharetta, GA 30022
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Date: February 10,2004
(
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/(Signature)
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Name: Diane M. Dils, Esquire
Address: 1017 North Front Street
Harrisburg, PAl 71 02
Telephone: (717) 232-9724
~" ':'''C1qUl;lQ
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OZ: Zld II 833 PO.
Capacity:
_ Personal Representative
X Counsel for Personal
Representati ve
.1. uel:j
'~'dCj():Jetl
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ATIORNEYS AT LAW
1017 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA 17102
ARTHUR K. OILS
DIANE M. OILS
PHONE: (717) 233~8743
FAX (717) 233~2567
April 14, 2004
Register of Wills of Cumberland County
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
RE: Estate of Joan M. Gutshall
No. 21-04-0105
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Dear Sir or Madam:
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Enclosed is an Inventory to be filed in your office in the above-captione<b~state.
Also, enclosed is a check in the amount of $3,000.00 representing a partial
payment in advance towards the inheritance tax in connection with this estate.
Thank you for your assistance in this matter.
DMD/daf
Enclosures
V'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
GUTSHALL JEFFREY ALAN
115 PEPPER AVE
ENOLA, PA 17025
____u__ fold
,< ;
ESTATE INFORMATION: SSN: 206-32~4074
FILE NUMBER: 2104-0105
DECEDENT NAME: GUTSHALL JOAN M
DATE OF PAYMENT: 04/15/2004
POSTMARK DATE: 04/14/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 01/18/2004
NO. CD 003823
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,000.00
I
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TOTAL AMOUNT PAID:
, REMARKS:
CHECK# 110
SEAL
INITIALS: JA
RECEIVED BY:
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REGISTER OF WILLS
v'
$3,000.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
II:
being duly
according to law, deposes and says that he
of the Estate of Joan M. Gutshall
late of ----.Eas..t-Penus.b.cn:o_.Tm.ms.hi p , Cumberland County, Pa., deceased and that the
within is an inventory made by "' the said
of the entire estate of said decedent, consisting 'of all the personal propl!rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
c.2D 0 y
Exec tor . Administr.tor
Diane M. Dils, Esquire, Counsel
Representative
1Ul/ North Yront ~treet
Harrisburg, PA 17102
(717) 232 972/1
for Personal
and subscribed before me,
Addre..
Date of Death
January 18, 2004
O.Y
Month
Veer
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal repre&t.fdive. .
2. A supplement inventory must be filed within thirty days of discovery of additional as~ti 5S
3. Additional sheets may be attached as to personalty or realty n ~
;0
4. See Article IV, Fiduciaries Act of 1949.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
September 27, 2004
Telephone
(717) 787-3930
FAX (717) 772-0412
Oils & Oils
Attorneys At Law
1017 North Street
Harrisburg, PA 17102
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Re: Estate of Joan M. Gutshall
File Number 2104-0105
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Dear S\f1Madam:P
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This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before 03/27/05. Because Section 2136
(d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be
granted that would exceed the maximum time permitted.
a;::~L "_ .
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Claudia Maffei, Supe~~)
Document Processing uhIf
Inheritance Tax Division
51
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ATTORNEYS AT LAW
1017 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA 17102
ARTHUR K. OILS
DIANE M. OILS
PHONE: (717) 233-8743
FAX: (717) 233-2567
March 25, 2005
Cumberland County Register of Wills
ATTN: Jackie
Cumberland County Courthouse
One Courthouse Square
Carlisle, PAl 70 13
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RE: Estate of Joan M. Gutshall
No. 2004-0105
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Dear Jackie:
Enclosed are an original and two copies of an Inheritance Tax Return regarding the
above-captioned estate for filing. I have enclosed my check in the amount of
$15.00 to cover the filing fee. Also enclosed is a check in the amount of $5,917.05
to cover the estate tax. Please time stamp the copies and return a clocked in copy
to me in the enclosed, self-addressed, stamped envelope.
Your prompt attention to this matter is greatly appreciated.
V~~truly yours,
\
DMD/daf
Enclosures
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96}
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
GUTSHALL JEFFREY ALAN
115 PEPPER AVE
ENOLA, PA 17025
_n_n__ fOld
ESTATE INFORMATION: SSN: 206-32-4074
FILE NUMBER: 2104-0105
DECEDENT NAME: GUTSHALL JOAN M
DATE OF PAYMENT: 03/28/2005
POSTMARK DATE: 03/28/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 01/18/2004
NO. CD 005127
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $5,917.05
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TOTAL AMOUNT PAID:
$5,917.05
REMARKS:
CHECK# 302
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REV-I500EXi6-001
*" COMMONWEALTH OF
PENNSYLVANIA
. .'i1ll!. DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL)
Gutshall, Joan M.
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REV-1500d
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 04
0105
DATE OF DEATH (MM-DD-YEAR)
01/18/2004
COUNTY CODE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
206-32-4074
, DATE OF BIRTH (MM-DD-YEAR)
08/26/1942
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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~ 1. Original Return
D 4. Limited Estate
D 6. Decedent Died Testate (Attach copy ofW,II)
D 9. litigation Proceeds Received
SOCIAL SECURITY NUMBER
D2,SupplementalReturn
D 4a. Future Interest Compromise (dale of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy oJ Trust)
D 10, Spousal Poverty Credit (date of death between 12.31-S1 and 1.1 .95)
D 3. Remainder Return (date of death prior to 12.13.B2)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
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NAME
Qiane~-,[)iIS.Esgui.re__
FIRM NAME (If Applicable)
Dils & Dils
TELEPHONE NUMBER
(717) 232-9724
COMPLETE MAILING ADDRESS
1017 North Front Street
Harrisburg. PA 17102
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(1)
(2)
(3)
(4)
(5)
190.040_00
0_00
0.00
0_00
17.510_68
1. Real Estate (Schedule A)
2. Slacks and Bonds (Schedule B)
4. Mortgages & Notes Receivable (Schedule D)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
5, Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
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(6)
6. Jointly Owned Property (Schedule F)
DSeparateBillingRequested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G orL)
0.00
(7)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11 Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(8)
3,604.49
2.456_35
(11)
(12)
(131
207,550.68
13 Charitable and Governrnental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (ScheduleJ)
14 Net Value Subject to Tax (Line 12 minus Line 13)
(9)
(10)
6,060.84
201,489_84
0.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
201,489.84
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15 Arnount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18 Amount of Line 14 taxable at collateral rate
19 Tax Due
20.0
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
x 0 (15)
x 045 (16)
x .12 (17)
9.067_05
x 15 (18)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(19)
9,067.05
Decedent's Complete Address:
STREET ADDRESS
115 Pepper Road
CITY Enola
STATE
PA
ZIP
17025
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
S. Prior Payments
C. Discount
(1)
9,067.05
3,00000
150.00
Total Credits ( A + B + C ) (2)
3,150.00
3. InleresVPenally if applicable
D.lnterest
E. Penalty
TotallnteresVPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 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.
5,917.05
B. Enler the lolal of Line 5 + 5A. This is the BALANCE DUE.
(5)
(5A)
(5B)
A. Enter the interest on the tax due.
5,917.05
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;.. D [i.J
b. retain the right to designate who shall use the property transferred or its income; ......... . ..............."..."..."... D (iJ
c. retain a reversionary interest; Dr... . ......... ........................ ........ D [KJ
d. receive the promise for life of either payments, benefits or care? ..... ..... .. . ....................................... .... ...... D [KJ
2. If death occurred after December 12, 1982, did decedent transfer properly within one year of death
without receiving adequate consideration?.. ....... ........... D [iJ
3 Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....... ..... D ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . , ..... ............... D [iJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury. I declare that j have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct
and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNA~URE SON R( PONS LE F ~I~ yeTURN
~ e)<au~r
ADDR , /
115 Pepper Avenue, Enola, PA 17025
SIG TUflI OF PREPA~~~c.~:~TIVE
S
17 North Front Street, Harrisburg, PA 17102
DATE
03-~S -(}ODs-
3 - ;2S:C'S--
DATE
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 3%
[72 PS 99116 (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 0% [72 P.S. 99116 (a) (1.1) (iill.
The statute does not exemDt a transfer 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 from 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 0% [72 P.S. 99116(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 4,5%, except as noted in 72 P.S. 99116(1.2} [72 P,S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF SCHEDULE A
PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF:
JOAN M. GUTSHALL
FILE NUMBER:
21-04-0105
(Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be
reported at fair market value which 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.)
ITEM NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
1. 115 Pepper Road $118,040.00
Enola, P A 17025
2. 3.7908 acres in Driftwood, Cameron County,
$30,000.00
P A (appraisal)
3. Vacant lot in Eno1a, Cumberland County, PA $42,000.00
(appraisal)
TOTAL (Also enter on line I, Recapitulation) $190,040.00
(If more space is needed, insert additional sheets of same size.)
COMMONWEALTH OF SCHEDULE B
PENNSYLVANIA STOCKS AND BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF:
JOAN M. GUTSHALL
FILE NUMBER:
21-04-0105
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.)
ITEM NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
None 0
TOTAL (Also enter on line 2, Recapitulation) 0
(If more space is needed, insert additional sheets of same size.)
COMMONWEALTH OF SCHEDULE C
PENNSYLVANIA CLOSELY HELD STOCK
INHERITANCE TAX
RETURN PARTNERSHIP AND PROPRIETORSHIP
RESIDENT DECEDENT
ESTATE OF:
JOAN M. GUTSHALL
FILE NUMBER:
21-04-0105
Schedule C-! or C-2 must e attached for each business interest of the decedent, other than a proprietorship.
ITEM NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
None 0
TOTAL (Also enter on line 3, Recapitulation) 0
(lfmore space is needed, insert additional sheets of same size.)
COMMONWEALTH OF SCHEDULE D
PENNSYLVANIA MORTGAGES AND NOTES
INHERITANCE TAX RETURN
RESIDENT DECEDENT RECEIVABLE
ESTATE OF:
JOAN M. GUTSHALL
FILE NUMBER:
21-04-0105
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.)
ITEM NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
None 0
TOTAL (Also enter on line 4, Recapitulation) 0
(If more space is needed, insert additional sheets of same size.)
COMMONWEALTH OF SCHEDULE E
PENNSYLVANIA CASH, BANK DEPOSITS
INHERITANCE TAX RETURN
RESIDENT DECEDENT AND MISCELLANEOUS
PERSONAL PROPERTY
ESTATE OF:
JOAN M. GUTSHALL
FILE NUMBER:
21-04-0105
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.)
ITEM NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
1. Bank deposits $10,260.06
2. 1994 Suzuki Sidekick $2,500.00
3. 1990 Chevy S 1 0 Blazer $1,000.00
4. Refunds, utilities, insurance $225.00
5. Interest on account $25.62
6. Household furnishings $3,500.00
TOTAL (Also enter on line 5, Recapitulation) $17,510.68
(If more space is needed, insert additional sheets of same size.)
COMMONWEALTH OF SCHEDULE F
PENNSYLVANIA JOINTLY-OWNED
INHERITANCE TAX RETURN
RESIDENT DECEDENT PROPERTY
ESTATE OF:
JOAN M. GUTSHALL
FILE NUMBER:
21-04-0105
Ifan asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT ADDRESS RELATIONSHIP TO
TENANT(S) NAME DECEDENT
None
JOINTLY-OWNED PROPERTY
ITEM LETTER DATE DESCRIPTION OF PROPERTY DATE OF DEATH %OF DATE OF
NUMBER FOR MADE Include name of financial institution and V AWE OF DECD'S DEATH
JOINT JOINT bank account number or similar ASSET INTEREST VAWEOF
TENANT identifying number. Attach deed for DECEDENT'S
iointlv.held real estate. INTEREST
TOTAL (Also enter on line 6, Recapitulation) $ -0-
(If more space is needed, insert additional sheets ofthe same size.)
COMMONWEALTH OF SCHEDULE G
PENNSYLVANIA TRANSFERS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF:
JOAN M. GUTSHALL
FILE NUMBER:
21-04-0105
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE
QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL DECD DOLLAR
NUMBER Include name of the transferee, their VALUE OF % VALUE OF
relationship to decedent, date of ASSET INT. DECEDENT'S
transfer INTEREST
None
TOTAL (Also enter on line 7, Recapitulation) -0-
(If more space is needed, insert additional sheets of same size.)
OCOMMONWEAL TH OF SCHEDULE H
PENNSYLVANIA
INHERITANCE FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND
TAX RETURN MISCELLANEOUS EXPENSES
RESIDENT
DECEDENT
ESTATE OF:
JOAN M. GUTSHALL
FILE NUMBER:
21-04-0105
ITEM NUMBER
DESCRIPTION
AMOUNT
A. Funeral Expenses: $
1. John Sullivan $2,325.40
Gingrich Memorials $605.40
B. Administrative Costs:
1. Personal Representative Commissions (waived) -0-
Name of Personal Representative:
Social Security Number of Personal Representative:
Street Address:
Year Commissions paid:
2. Attorneys Fees:
Diane M. Dils, Esquire $500.00
3. Family Exemption
Claimant:
Relationship:
Address of Claimant at Decedent's death
Street Address:
City:
State:
Zip Code:
4. Probate Fees
5.
Accountant's fees: None
C. Miscellaneous Expenses:
1. Cumberland Law Journal $75.00
2. The Cariisle Sentinel $98.69
TOTAL (Also enter on line 10, Recapitulation $3,604.49
(If more space IS
needed, insert additional
sheets of the same
size.)
COMMONWEALTH OF SCHEDULE I
PENNSYLVANIA DEBTS OF DECEDENT
INHERITANCE TAX RETURN
RESIDENT DECEDENT MORTGAGE LIABILITIES & LIENS
ESTATE OF:
JOAN M. GUTSHALL
FILE NUMBER:
21-04-0105
Include unreimbursed medical expenses.
ITEM NUMBER DESCRIPTION AMOUNT
1. Timothy A. Clark, M.D. $177.80
2. Internists of Central P A $140.29
3. Andrews & Patel Assoc. $31.94
4. George Shahinian, M.D. $6.49
5. Gates, Halbruner & Hutch $160.00
6. Quantum Imaging $99.97
7. Holy Spirit Hospital $905.20
8. Internists of Central P A $32.16
9. Mary Roell, appraisal, personal belongings $250.00
10. Service charge - estate account $5.00
11. Bill Lake - real estate appraisal $325.00
12. Robert Jones Appraisal $200.00
13. James D. Boger, Esquire $122.50
TOTAL (Also enter on line 10. Recapitnlation) $2,456.35
(If more space IS needed. lnsert additional sheets of same size.)
COMMONWEALTH OF SCHEDULE J
PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF:
FILE NUMBER:
JOAN M. GUTSHALL
21-04-0105
ITEM DESCRIPTION RELATIONSHIP AMOUNT OR SHARE
NUMBER OF ESTATE
1. Jeffrey A. Gutshall Son 60%
115 Pepper Avenue
Enola, PA 17025
Monica M. Ricci Daughter 40%
2. 10540 Summer Ridge Drive
Alpharetta, GA 30022
ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE
NUMBER OF ESTATE
B. Charitable and Governmental Bequests:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) -0-
(If more space is needed, insert additional sheets of same size.)
::\Pr~gr~rn files\\ViIEvlakef 7\E.x:pc!!!c:d \A/ilj_txt
=->l~()l<LL\I\'l' NUT!:";::'
BEFORE YOU SIGN: Read your will carefully. Is everything prinred ciS
you intended? Do you understand the meaning of every word?
WHILE YOU SIGN: For your will to be valid you must be of sound mind
and of the age specified by your state. This is almost always 18.
Your will should be witnessed by three witnesses, even though only
two are legally required in most states. The witnesses should be in
.
your and each other's presence when you sign the will. The
witnesses need not read your will.
You must say to the witnesses that you intend this document,to be
your will. Make sure each page is numbered and dated; then write
your initials on one of the blank lines where indicated. On the
last page of your will, write in the date, and on the blank line
after "at," fill in the city or county and state in which you are
signing your will. Repeat this information in the blanks that
appear just before the witnesses' signatures. Then sign it in the
presence of the witnesses. Use exactly the form of your name
printed on the will. The witnesses should state that they realize
you intend this to be your will. They should then, in your
presence, initial each page, near the line you did, sign the last
page in the space indicated for witnesses, and fill in their
addresses.
AFTER YOU SIGN: Keep your will in a safe place, where it can be
readily found. You may make photocopies - for example, to give to
your executor. However, only the signed original is legally valid
and can be probated.
If there are major changes in your life, you should make and sign a
new will and have it witnessed. Destroy the original of your old
will and all copies. Changes that make it wise for you to make a
new will include: having or adopting a child, moving to another
state, the death of anyone named in your will, a change of marital
status, and a significant change in the property you own.
'~eep ~-to-date: Registered users of WillMaker will receive product
updat€S, technical support, and a one-year subscription to the Nolo
News. Please register by e-mail.using the registration form that
was installed with the program. You may use the mail-in
registration card if you purchased a boxed copy of the program. If
you called Nolo Press directly to order or unlock this program, you
are already registered.
WillMaker 7.0.1 11/23/98
CODvriaht 1995-1998 by Nolo Press.
Date printed: Sunday, August 17, 2003 Time: 12:39:35 0
PERSONAL INFORMATION
I, Joan M. Gutshall, a resident of the State of Pennsylvania,
Cumberland County, declare that this is my will. My Social Security
Number is 206-32-4074.
11~n()()A Q',A PM
'='\PrC?To-m File~\\~JiE~.10J:"!"~ 7\E,::~n'*!~~ '.1/;11 t"':!
?EVOC.A.TION OF PREVIOUS WILLS
I ~evoke all wills and codicils that I have previouslv made.
ChILDREN
I have the followinQ children now livinq: Jeffrey A. Gutshall and
"..-!"'.,...,r,r"' TfTlTrn,l r"Ir.
~~,()I:S?,TY
All beneficiaries must survive me for 45 days to receive property
unaer tnls Wl.ll. As used In this will, the phrasE:: survive rde m8Cins
to be alive or in existence as an organization on the 4~th day
;:Jf"+-P'r mv dpath.
A~l pe~sonal and real property that I leave in thl.~ will ~nall pass
subject to any encuu~rances or liens placed on the property as
security for the repaymenL of a loan or debt.
If I leave property to be shared by two or more beneficiaries, it
shall be shared equally by them unless this will provides
otherwise.
If I leave property to be shared by two or more beneficiaries, and
any of them does not survive me, I leave his or her share to the
others equally unless this will provides otherwise for that share.
Entire estate means all property I own at my death that is subject
to this will.
I leave my entire estate to my children Jeffrey A. Gutshall and
Monica M. Ricci in equal shares.
If Jeffrey A. Gutshall and Monica M. Ricci both do not survive me,
I leave my entir~ estate to Keenan Turns.
CUSTODIANSHIP UNDER THE UNIFORM TRANSFERS TO MINORS ACT
All property left in this will to Keenan Turns shall be given to
Laurie A. Keating (Duttry), to be held until Keenan Turns reaches
age 21, as custodian for Keenan Turns under the Pennsylvania
Uniform Transfers to Minors Act. If Laurie A. Keating (Duttry) is
unwilling or unable to serve as custodian of property left to
Keenan Turns under this will, Rudy Duttry shall serve instead.
PERSONAL REPRESENTATIVES
I name Jeffrey A. Gutshall and Monica M. Ricci to serve together as
my joint personal representatives.
If Jeffrey A. Gutshall or Monica M. Ricci is unwilling or unable to
serve as personal representative, the other personal representative
shall continue to serve.
If Jeffrey A. Gutshall and Monica M. Ricci are both unwilling or
unable to serve as personal representative, I name Laurie A.
Keating (Duttry) to serve as personal representative.
No personal representative shall be required to post bond.
PERSONAL REPRESENTATIVE'S POWERS
I direct my personal representative to take all actions legally
permissible to have the probate of my will done as simply and as
free of court supervision as possible under the laws of the state
having jurisdiction over this will, including filing a petition in
^""
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Lite dl....n...JL'opriai:.e courc for cne independent administration or mv
~=::at.e.
I grane cO my personai represeneaeive ene followlng powers, cO be
exercised as he or she deems to be in the best interests of my
esca'Ce:
11 To retain property without liabilitv for loss or depreciation.
21 To dispose of property by public or private sale, or exchango,
0+:!:t:;!"bri se, 2n.o. !'~C'ei ':.7'e 2!'!.d 2d.!!"_i!'!.iste!:" the p!:"oceeds as a p2Yt of
"".1
~_.l-_.l-,...
~..;J\....U'-~.
~; lU vuLe ~tock, Lu exercise any option or privilege to converc
Donds, notes, stocks or other securltles belonglng to my estate
into other bonds, notes, stocks or other securities, and to
exercise all other rights and privileges of a person owning similar
property.
4) To lease any real property in my estate.
5) To abandon, adjust, arbitrate, compromise, sue on or defend and
otherwise deal with and settle claims in favor of or against my
estate.
6) To continue or participate in any business which is a part of my
estate, and to incorporate, dissolve or otherwise change the form
of organization of the business.
The powers, authority and discretion I grant to my personal
representative are intended to be in addition to the powers,
authority and discretion vested in him or her by operation of law
by virtue of his or her office, and may be exercised as often as is
deemed necessary or advisable, without application to or approval
by any court.
PAYMENT OF DEBTS
Except for liens and encumbrances placed on property as security
for the repayment of a loan or debt, I want all debts and expenses
owed by my estate to be paid in the manner provided for by the laws
of Pennsylvania.
PAYMENT OF TAXES
I want all estate and inheritance taxes assessed against property
in my estate or against my beneficiaries to be paid in the manner
provided for by the laws of Pennsylvania.
NO CONTEST PROVISION
If any beneficiary under this will contests this will or any of its
provisions, any share or interest in my estate given to the
contesting beneficiary under this will is revoked and shall be
disposed of as if that contesting beneficiary had not survived me.
SEVERABILITY
If any provision of this will is held invalid, that shall not
affect other provisions that can be given effect without the
invalid provision.
SIGNATURE
I, Joan M. Gutshall, the testator, sign my name to this instrument,
this
6Ni
day of
3AtJuARy
9C01., at
I declare that I sign and
execute this instrument as my last will, that I sign it willingly,
and that I execute it as my free and voluntary act. I declare that
I am of the age of majority or otherwise legally empowered to make
a will, and under no constraint or undue influence.
/l.~~",- In, /kf:L/~cJrL
(Siq,ried)
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Witness #1: ':A..1L,{Jj'
,~~----..... /~_\ '~I
Residing at: -:.("'" /1/
WITNESSES
We, the witnesses, sign our names to this instrument, and declare
that the testator willingly signed and executed this instrument as
the testator's last will.
In the presence of the testator, and in the presence of each other,
we sign this will as witnesses to the testator's signing.
To the best of our knowledge, the testator is of the age of
majority or otherwise legally empowered to make a will, is mentally
competent and under no constraint or undue influence.
We declare under pen~ty of perjury t~~~ th~ foregoing is true and
correct, J<his ; day of ~ft(JV-46Y , ~ ,at
Cd-/I1{JIJ/ I~ PevJ""ylvMt/1a .
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?es::.ding at: 1-:; ;::;,,.j,," ,if ~(
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/1.
~-" ',/-1/;
/ ~_ / /11
1:5:'::J04 ~:s..l 11\/
06-20-2005
GUTSHALL
01-18-2004
21 04-0105
CUMBERLAND
101
APPEAL DATE: 08-19-2005
( See reverse side under Objections)
AmDunt Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REy:is47-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOAN M FILE NO. 21 04-0105 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
DF DEDUCTIONS AND ASSESSMENT OF TAX
~ ,
, .
I. C:~j
, . v
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
O_EFi<
ORPHN'{S CO:
DIANE I!'J~JLS 'ESlI
DILS & DILS
1017 N FRONT ST
HBG
:DT
/"j
PA 17102
ESTATE OF
GUTSHALL
*'
REV-1547 EX AFP (06-05)
JOAN
M
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 06-20-2005
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds [Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
~. Mortgages/Notes Receivable {Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule Gl
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
190,040.00
.00
.00
.00
17.510.68
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
3,604.49
2.456.35
Ill)
(12)
(13)
(14)
NOTE: I~ an asses~ent was issued previDusly, lines
re~lect ~igures that include the total ~ abb
ASSESSMENT OF TAX:
15. ~unt of line 14 at Spousal rate (15)
16. AMount of line 14 taxable at lineal/Class A rate (16)
17. Amount of line 14 at Sibling rate (17)
18. Amount of line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Du.
ITS:
NOTE: To insure proper
credit to your account~
subll! t the upper portion
of this for. with your
tax paYMent.
207,550.68
6.060 84
201,489.84
.00
201,489.84
14, IS and/Dr 16, 17, 18 and 19 will
returns assessed tD date.
.00 X 00 =
201,489.84 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
+
INTEREST/PEN PAID (-)
157.89
7.89-
AMDUNT PAID
3,000.00
5,917.05
DATE
04-14-2004
03-28-2005
NUMBER
CD003823
CD005127
'4
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-29-2005 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
.00
9,067.05
.00
.00
9,067.05
9,067.05
.00
110.64
110.64
IF TOTAL DUE IS LESS THAN $1, ND PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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COMMONWEALTH OF PENNSYLVANIA p~ j1~CEfv J...:.i
DEPARTMENT OF REVENUE BY J~ ~~~~,~
NOTICE OF JNHER1T..\~f::rA,X,/v- f.,r
APPRAISEMENT, ALLOWANCE' .ORiJ) $1J1jI.JUI~~E
OF DEDUCTIONS AN~ AS$~~~~~ ~'n~
2005 ~~~ ~~ 12: 2~~~~~~~~05
DATE OF DEATH 01-18-2004
Ftl!R~UjBER 21 04-0105
O~lfS-COURT CUMBERLAND
CUM~~__M\JD CO.. P'\ 101
APPEAL DATE: 08-19-2005
(See reverse side under Objections)
Amount Remitted I ~ // () , & Y I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~9~~_!~}~_~}~~_______1___~~!~!~_~9~~~_~2~!!2~_~2~_Y9~~_~~~2~~~__~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOAN M FILE NO. 21 04-0105 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX ZII0601
HARRISBURG PA 171Z8-0601
ESQ
DIANE M DILS
DILS & DILS
1017 N FRONT ST
HBG
PA 17102
ESTATE OF
GUTSHALL
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
ct. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedula F)
7. Transfers (Schedule G)
8. Total Assets
) CHANGED
(1)
(2)
(3)
('t)
(5)
(6)
(7)
190,040.00
.00
.00
.00
17.510.68
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
l't. Net Value of Estate Subject to Tax
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ~
ASSESSMENT OF TAX:
15. Amount of Line l't at Spousal rate (15)
16. Amount of Line l't taxable at Lineal/Class A rate (16)
17. Amount of Line l't at Sibling rate (17)
18. Amount of Line l't taxable at Collateral/Class B rate (18)
19. Principal Tax Due
D
DATE
04-14-2004
03-28-2005
NUMBER
CD003823
CD005127
INTEREST/PEN PAID (-)
157.89
7.89-
3,604.49
2.456.35
(11)
(12)
(13)
(1't )
(9)
(10)
REV-1547 EX AFP (06-05)
JOAN
M
DATE 06-20-2005
NOTE: To insure proper
credit to your account,
submit the upper portion
of this forn with your
tax payment.
207,550.68
6.060 84
201,489.84
.00
201,489.84
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
201,489.84 X 045=
.00 X 12 =
.00 X 15 =
(19)=
AMOUNT PAID
3,000.00
5,917.05
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-29-2005 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
9,067.05
.00
.00
9,067.05
9,067.05
.00
110.64
110.64
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU I1AY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORI1 FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 005547
OILS DIANE M
1017 N FRONT ST
HARRISBURG, PA 17102
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
____u__ fold
101
$110.64
ESTATE INFORMATION: SSN: 206-32-4074
FILE NUMBER: 2104-0105
DECEDENT NAME: GUTSHALL JOAN M
DA TE OF PAYMENT: 07/12/2005
POSTMARK DATE: 07/11/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 01/18/2004
TOTAL AMOUNT PAID:
$ 1 1 0.64
REMARKS:
CHECK# 305
SEAL
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
r--'--nr-""'r:::.r-fj .....r-r-,r-- r-
BUREAU OF INDIVIlJUllI;:iT~;I'~G i i""'".c . ii,
INHERITANCE TAX DIVISION-, .: c_ " - ~
PO BOX 280601
HARRISBURG PA 17128-0601'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
J:NHERJ:TANCE TAX
STATEMENT OF ACCOUNT
'*
REY~1607 EX AFP (03-05)
G}~}"'!< C':
nr-<r-,
"'i'
DIANE MC~ILS ESQ
DILS & DILS
1017 N FRONT ST
HBG
'-"
-'I
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-08-2005
GUTSHALL
01-18-2004
21 04-0105
CUMBERLAND
101
AIJount R_itt.d
JOAN
H
O~,1S r!!re I'" P:~ I'. 07
Ll"...., ""...'J L. I I,
PA 17102
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, sub.it the upper portion of this for. with your tax pay.ent.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
-
REV-1607 EX AFP (03-05)
---------------------------------------------------------------------------
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF GUTSHALL JOAN M FILE NO.21 04-0105 ACN 101 DATE 08-08-2005
THIS STATEMENT IS PROVIDED TO ADVISE DF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUHHARY DF THE PRINCIPAL TAX DUE, APPLICATIDN OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-20-2005
PRINCIPAL TAX DUE: 9,067.05
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-14-2004 CD003823 157.89 3,000.00
03-28-2005 CD005127 7.89- 5,917.05
07-11-2005 CD005547 110.64- 11 0 .64
TOTAL TAX CREDIT 9,067.05
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS TMAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS. I
<:i?'>J-
cumberland County - Register Of wills
One Courthouse Squar?
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/16/2005
GUTSHALL JEFFREY ALAN
115 PEPPER AVE
ENOLA1 PA 17025
RE: Estate of GUTSHALL JOAN M
File Number: 2004-00105
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the ~~ENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after
July 11 19921 the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
1/18/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
Ai-' ,dLL~AJ ~
, I
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
counsel
Judge
~
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~
":r":) _ ~ _."_._.-,r. ~,-'~"":'rr.r!.i1l1 _ _ L: r.'1.....,____:1.... __....,:; _...,_...:i! ..1"""_...,...,-,~_
K{e~..!1.:3li,..(t:::lr {Vi 'ij~ lUi..!L~ OJ!. ~IULllJ.J.ilu.j)C:J.i.-ll.alUl..U v\;,j.H,Ull.i.lllLY
Name of Decedent:
STATUS REPORT rn\luER RlJLE 6.12
:JOdI" MCl-r ~e.. Gvt-shd-ll
Date of Death: _ ~V\ua-,,'t
I ~ I dDDL(
I
Estate No.:
dOOY - Dol OS
.
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 ~ No 0
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 accou..tlt with the Court? .
Yes ~ No 0
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 pa..'1:ies in
interest? Yes 0 No J8l
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be f11ed with the Clerk of the Orphans' Court and may be
attached to this report.
~:'l
[~l~/. II /;%d:t,I(~ @eO/colL
Sigfi~e / /
:re.~\e.{ lh b1+s h 4 I \
Name
Date: () (-II- ,}04
i -)
{." ->
lIS- r~fu- Ave. E"V1t{ ell [;.4 no~
Address
(01 '1) 13;f- - ~ q 03
'Telepho11e 1\To.
f...._.J,:- f
Capaciti: ~ P ei..sorral P...epreseTJ.tati-ve
o C':ol.lIlsel fOT persoT1al represer.!.tative
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