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Home My WebLink About04-0051 PETITION FOR PROBATE and GRANT OF LETTERS No. ~/- t!:).(.j~ To: Estate of /"Ptl/$C' /JI. GIL.LlS also known as Register of Wills for the Deceased. County of C.UlYlb~";"HeI in the Social Security No. 0 9.3- /t. -~;l75 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut yo ix in the last will of the above decedent, dated Deeep/),er It!>. and codicil(s) dated named ,.y~1 (state relevant circumstances, e.g. renunciation, death of executor, etc.) County, Pennsylvania, with khuJ,.. ~ ~/J (L~AIt:r AI/en Decendent, then g / years of age, died ;2t;oL/ , at ~.sA ~/T flpsl'lT-1i d ~ ro M . Except as follows, decedent did not marry, was not divorced and did not hav 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 $ &.0,0&'0,80 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters fi'<;h1Alf'..nbuv (testamlntary; administration c.La.; administration d.b.n.c.t.a.) theron. t X ItItti ifA6((J- ~ '5' 1111'1.e 7'#"" ~. (;~H S -g.g Dl.3~ &//'"q ~"q' ~.~ A?#~ . ~ (/ ~30S" ~ll-. u'- :;0 (;j c:: bO Cii OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } 58 COUNTY OF CUM8€IU/l-Alj) 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 tr lyadmi . er t estate according to law. Sworn to or affipned and fore me this L6?P C'.l oq' ::s l::l ..... l:: ~ ~ No. c21-0~-$/ Estate of LtJlt )5E Af. r; / LJ./S' , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW , in consideration of the petition on the reverse sid ereof, satisfa ory proof having been presented before me, IT IS DECREED that the instrument(s) dated /';:;-/O.,,-~I ~h;~~:~~~~iliewt~IOf FEES Probate, Letters, Etc. ......... $ ~#OO Short Certificates( ).......... $ A 5:"' ('J 0 ~~foo ................ $ ,s.DO ~ $ //J.LJo i..::1/# . TOTAL - $I/)~ LJ LJ Fi'r" ~.;. .~O.i......... J~~)~J/-OP/~{~~6L~ ~~ ~;;;rOf~~~ ~f~ff ATIORNEY (Sup. Ct. 1.0. No.) .3 J"S13 ~ e/e:>~.se/" R~ /II~oj.t/l/cs'kr~ /IP /7~SS' 6 ADDRESS 7/7 -7~t. -t:'70Y PHONE REV.1500EX (6.Qo) !'~~~\t",,,,,,,.,,,, .,.' "'''''-'.''''''-'''(:.'''''''"'''''''''','r:':-''''-'--'~-",,'',,:r;r,;'''''''''' ,,,,,.,, . .,--.. ~ ,""'.-f4' ~ ,. .,....", E~,~~~..."1il,t;1Jh~"oh~ i' , ;'lc'~; ~"e;~:~~'k,''?h~.i...~::i.t~~h-1~.....~.~),~~,:;.."ba.,~it..,.:n<..''h' ~'l.,.'!'~"~~~~~~,,,~~~,,-,$~,,,,, I COMPLETE MAILING ADDRESS 6 Ct..ousa RJ:>. /J1Et!..f/~AI/CS8u~ ~:r:J REV-1500 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) r;./LL/S, Lou/SE DATE OF DEATH (MM-DD-YEAR) 0/- 13- :z004 M. DATE OF BIRTH (MM-DD-YEAR) p~- ~.5'-dZ2. (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) /'I'/~ w ... :::.:::g;(I) ,,"'''' wo." ,,00 ,,"'-' 0." 0. .. j;8J 1, Original Return D 4. Limited Estate ~ 6. Decedent Died Testate (Altach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (dale of deatl1 after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10, Spousal Poverty Credit {dale of death between 12-31-91 and '1-1-95) ... Z W o Z o 0. U) W '" '" o " NAME C/f/fRLFS ~ Sh'/e,"-DS 7Ir FIRM NAME (I/Applicable) AI/A TELEPHONE NUMBER 7/7- 7,;ti-O~t)7 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) -0- ., /13, &32,$"1 -0 -0 p J:;, J.9Q'. 7f o of 7, ~C,1. /"0 3. Closely Held Corporation, Partnership or Sole~Proprietorship 4. Mortgages & Notes Receivable (Schedule Dj z o < ...I ::::l l- ii: <C u w c:: 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) (7) (6) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (9) (10) f' /~) '/1>(", 9" I, oLfL/ ,3lf 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus line 13) SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES z o ~ I-' ::::l D.. :E o U X ~ 15. Amount of Line 14 taxable at the spousal lax - 0- '.O~ rate, or transfers under Sec, 9116 (a}(1.2) (15) 16. Amount of Line 14 taxable at lineal rate I'N, ()L/1. S7 , 0 'is" (16) 17, Amount of line 14 taxable at sibling rate -0 x .12 (17) 18. Amount of Line 14 taxable at collateral rate -0 x .15 (lS) 19. Tax Due (19) 20.0 CHECK HERE IF \IOU ARE REQUESTING A REFUND OF AN OVERPAYMENT OFF!CIAL USE ONLY FILE NUMBER 2/-t)~ -- -- tJOOS"1 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 093 - /~ '-/Z7S- THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (dale of death prior to 12-13-82) D 5, Federal Estate Tax Return Required I 3. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) '" ;O/Iig/70Sd ~ -'3MI L r~C-) c:: (~-) c:) _Flew. USI",>ql .__u5~ W U f___l " .,C)O C) t..., f,2"" ~ 21 -- :u ?~~ ~ 24 W ,/;,\:;:; N I I I , (8) 1- cJ..13. 9'?$". 'li1 - (11) (12) (13) f 17, '1S'1. 32- / '1', t7l/l{.57 - 0- ~ (14) fJ /'16, 1)'I'I.S7 -0- 1- 8' 'Ii 22, M , o D ;r 8'. f"Z.'Z.b'O . COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 . , PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CO 004504 GROSS MARTHA E 236 BOLLING ROAD A TLANT A, GA 30305 ACN ASSESSMENT AMOUNT CONTROL NUMBER ____nn (old ___n_____ _n__n_ 101 I $7,650.00 ESTATE INFORMATION: SSN: 093-16-4275 I FILE NUMBER: 2104-0051 I DECEDENT NAME: GILLIS LOUISE M I DATE OF PAYMENT: 10/15/2004 I POSTMARK DATE: 10/12/2004 I COUNTY: CUMBERLAND I DATE OF DEATH: 01/13/2004 I I TOTAL AMOUNT PAID: $7,650.00 REMARKS: CHECK#1016 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 )WIU October 20, 2004 Telephone (717) 787-3930 FAX (717) 772-0412 Charles E. Shields III Attorney At Law 6 Clouser Road Mechanicsburg, PA 17055 Re: Estate of Louise M. Gillis File Number 2104-0051 Dear Sir/Madam: This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 04/13/05. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. Sincerely, / .--,/' Claudia Maffei, Supervisor Document Processing Unit Inheritance Tax Division REV.'~'''''I,.n. . COMMoNwEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF GI LLIS, t:.t?tt/5t:: /Jf. FILE NUMBER All property jointly.owned with right of survivorship must be disclosed on Schedule F. .2/- ()'1-SI DESCRIPTION VALUE AT DATE OF DEATH ITEM NUMBER 1. /J1EtflClLI. LY/vl!!-/ ,fecI. Alp. ,11.<-45/'13 , ,fE,4/)Y,455E7.5" Alee T: - /JI~AlEY ,?;1~M'E"T .f //Yf/'ESTmENTr: .4.) I11L IS/Ii.. &Ii/. ~2>_ (!IJSt/lS7CI7;?30,! If,if ~S:4"30 t?&r ';$.'/30 aj/~=..?S;'/3t'J x S3J':~J' = 4.) $L b}#J:J,r::;D. Ctts/tl' .5"70907%7'/ /1/d. //.YSt? tJ/lfr /~.3'ftJ are.:: /:2,/</)( /OS3./ 7,;{ ;: c.) 11ft.. If, Gov! /l7TG F:D. - S9o.z0 TffoS;- lJ/cI. /tJ..3 / ",lIer /0. 7'1 4'Je = /1'. 5.3 ;c 53.878 = 1>.) !fLLIIJAiet: 13~/Y~ F".lJ CU5/r" t?/?5.zg~(J~ ;j,p' 7.t2ftJ t&r 7. !>(,o /991 7. ftJ ,x ~V~ .:" €) /J1L ~J1I..o F.1>. &s/r" 570'107507 /$;/ /1 NtJ ,p/J€r /I. fftJ 4t/e = //. ~tfo)( S~ 366 == F) FEOt=M/€v 13;&1 7.//0 /NC SEe 71( - 3j<f,;jtJC'iS7B o//er 7- S20 ave -= 7.3,2 x :l'l'l'f. 318= G.) /J/L IlItlL-rI-ST mUll FJ) - 5i'7?/9i't:J:L B:tI II. 5/0 ~ /1.$0 tlR"e = /1. S7t!)( IS8B. 3S'i .=: fl.) F/?AAiKLlAI c.uS7bj)/~ Fl>S - 3S3'f9'607 &41 6. 77C! d~ 7.1!J70 are -= tf,.92 x 3S3R = ( 80N.D ) I.) CD /JANet! Pof"2tAL/f1<. l:E ,8,d /tPC!.513 ~ /ctJ.6z1 I-eoV/D€I1I-r /BAN/( (;us//, H: 92.07 Lt, 7.2.07 t!S:7637DR(., tZve -= /tJtJ.57 x /0, tJOO =: (Mat: V4/U') (lioN]>) T 7~3B3f3Z/fq are =- 9::1.t?7 l( 60/ O/JO = (miLt. vlLlu..) (see fJcI/hituaht;ll ~heet) 11;3 b 7/.7.<.. / '1.2. U'S.SI , '16/9.9"1 "I / '-I, 6.?/. ,"0 ~ {., 'fr~. ~s- ~/F; QJSJ'.79 ~ /~ ;/32.01 t' ~t/ Lf8:2. ~6 I 1;0/057.00 1 S~ .:2'1.2.00 r;,~/M'i'J ---%~ TOTAL (Also enter on line 2, Recapitulation) $ /J>3 63.2. S/ (If more space IS needed, Insert additional sheets of the same size) hi. II. e. ;J. CtfAlT/tl/t//1 T/~}/ &,t:" St'!#E.D. B. SmiV(s.I ~S Je5T of LOuiSE; /J/. GILL/S FilE N~ K. L. ~H' /i.4-t.. /J1L ;(M])Y ASSETS 71etlST ,/)(ON€}/ /J/"p.,eK;:.T (0$ VAlUATiON UTT€7e R&/71 $E/r'A?/U LY/Ye#' ATmiJNEt)) k(!C1!i?. .I;\II. Ie. D.O,./). M /f"€/J!:r: (3]) .BfA/eo... 11- IJCj!..J}(T To ,p.t? j). ON ITE/I'! J. ;Jk'l)J// DENT ,611'1/:'". ~(J(!,e. I,.vT: i0 .lJ.tf'.j). "'IV' /TE/11 L. /JIL A:'5/1lJy /15$EI5. .n /I etJ<</11. J)/J//'/)~AlDS /lftlt9I/1I1c.. /fIM7NLY "eJ//y t'tfT ,.rg 01=". lJ.o..t>. (SEE ~UJ -+R.f!E.54rJ) ~Lt//f71/)AI.LGT~) G.<~ /"'T.."z 3.691 72i- 12,78551+ 61999+ 14.681 60+ 6.492'65+ 18.25899+ 18,28201+ 24.482 96+ 10,05700+ 55.242'00+ 385'00+ 8.002'08+ 182.981.51* + .~ o * 182,981'51+ 162'95+ 9 5 . 67+ 1 . 4 1 + 370'97+ 183.632'51* + ':<'1-0'/-5/ 7325"".= ;l' !! 002.66' / ~ /i;z.9S- ~'1S.~7 ~I.~/ 'f37&f7 ~ If''':;; 632. ~/ * ...- --~. -.-.....r Fredenc)(, D. DePalma. CFM V~ce Pre-Sider!! Semcr FlrianCI<li Advisor (717) 975.4610 Stevep. J. $cniavQni, C"FM Assistar.t \/;-:';8 ~res!c'.;;nt SenlO( FirJ.;J1C,al M'Jvit,Or (717) 975-4667 MerriU Lynch Oavid C. Whit., CFM FinMCi.al Advisor (711) 975-465') Lori S. Hoffeditz Regi~tf.fed Client Assccial€ (717) 975-466-1 Giobal Prj'Vat~ Client Group 214 Sen:;l.fl3 Avenue, Suite 501 PO Box 810 Camp Hill, PA 1700100810 (800) 937.0735 (717) 975-466J Fax Fax To: Charlie E. Shields III From: Lon rioffeditz (717) 975-4664 Merrilt Lynch 872 i HA Fax: 717-795-7473 Pages: 4 Phone: Date: 8/1 1/04 !te: Est of LOUise Gillis cc: o Urgent X For Review o Please Comm....t 0 Please Reply o Please Recycle . Comments: Please do not hesitate to call with any questions or ,f I may be of furtner assistance. Thank you. Gonfu:j~nt'Ollitv N~t~: Thi5 Faa.ir\"l;Ip. CCl'ltJj'l1S ~rivilg9e;j .;o,nd ct)rlfiQ'ential irnc.rmation ,ntended only for ltv.: 1J$e {)t the Indivld;;C\I or en:lty nam~.;J ..CO..:e. 11 the reaeet of t.ne F'8C'Slmtt~ is' not.tt'wimendf~:Necr~ier+';)r-t'rK;--oemployee- or-sgem respotI$Ibletordelill41lring it 10 U-u! intended recipient, y.:u are l1Orer:y n0trfi~ &-.at any rr,;:entiol1, dineminaiior: Of' COPI~ng of tI'1is fa~imilc is strlC1II, prtll1ibiled, If Wu n:.'lve reosived tnis f'3QSimila in 91TtIr. please immedial'81Y nom\' (IS by telo'lohone aM 1'\::lurYl the originsl fac:>il'nil" 10 us ~t ihe Rbove address v!Cl t~ United St:lles F'O$tal Serv.cs. i11imk'lOO. "'"r 1XC::: ~ MeniU Lynch :~I'~ S~l~a.r~ Aw,nuc, Suite 501 P!ISl OflJct' Bc." U810 Cump JiBL Pennsylvania j 7Ul1 117 ~r;:5 4f)[)O 800 ~:J7 Ilr':l5 FAX 717 97" 466:; Charles E. Shields III Attomey-At-Law 6 Clouser Road Mechanicsburg. FA 1 i055 August 11, 2004 (;eE'I/IS€S PA?Er/,,"s Y/fr,tt#7iMILc TT~) RE' Estate of Louise i'vl. GilEs Dear Mr. Shields, Per your request, following is a hst of the aSc,8ts held long in each of Mrs. Gillis' Merrill lynch account, as of close ofbusincs, 1/13/2004. Please note: a Histolical Pricing Detail is attached listing the Cusip Number and High, Low and Closing Prices for ~aeh security. For your convenicnce, the detail follows in the same order as the securiUes listed below. I have updated tbe aecount valuation to include accumulated dividends and accrued interest and dividends. Account # & Title: 872-45193 Louise M. Gillis Description: Date Opened: Ready Assets Account - money market and investments 4/29/] 994 Assets held long as of 1/13/2004; DeScliDtion Cusiv # Ouanl1iv ML Balanced Capital Fund ML Bond Fund ML US Govt Mtg Fund Alliance Bond Fund ML Bond Fund Federated Income Secs Tr 590192308 590907879 59020T405 018528406 590907507 3 1420C878 538.408 1053.172 58.878 1984 548.366 2494.398 (continue,d next page ~) I,.r J:flS ~ Merrill Lynch Description Cusic) :1 Quantitv ML Multi-S! j\ilunFund Franklin Custodian F ds Ine 589919802 353496607 1588.359 3538 CD Banco Popular DE 059637DR6 Accrued Interest to .DOD: 111000 (~e va./lJ.1! af 1I11l:!,ll'';iY) $182.95 The Provident Bank 743838249 Accrued Interest to DOD: 60}lO()(f,ue rllke 4I4f.m,..I"/~) $95.67 Cash $385.00 ML Ready Assets Tmst Money Market $8.002.0~~ Accrued Dividend to DOD: $1.41 Account was also set up on monthly accumulation of dividends. The accumulated dividends held in the acconnt as of 1/13/04 waiting to be paid out was $370.97. Account # & Title: 872-70067 Louise M. Gillis IRA Description: Date Opened: Beneficiary: IRA Account 5/06/1994 Estal.e 100% Assets held long as of 1 /13/2004: Description CUSlP # Quanti!)' US Treasury Stnps ML US Govt Mortgage Fund 912833CL2 59020T40S- 1000 123 Cash ML Bank USA RASP Money Mkt Accrued Dividend to DOD: $.31 $,31 $477i.09 rl1e intbrrnatiol1 set forth ;'(rrein waf> nhtilincd Irom .ouru:~. which \\'C believe rellable, blH WI; do not gu:mmlct' i,~ :<c.Cllracy. Neithe:l' the information, nOl' any opinion ~~xP~sscd, COllstlt;ll(:S ~ :,:oliclliltion by uS o[ihf. purc:hai.e: or $il.le of ill1' secunlie'i:S 01' lCo:'nlT!udities_ Printed in C'S."'. ~~ ~ Merrill Lynch Please <live me a cail with anY questiolls or ifvou require additiollal information. ~ - - Sincerely, ,J . ,-'-j, C':"\., H .' !.' .L CI.. ,(,,;. (1- ,t_X,~) : t\ - '-"J \ I " ~... -C..I LQri S. Hoffeditz Registered Client Associate Enclosures 'nv;: Int'ol'lTI'lrion ;jet fott), here,in "'u:> ubl<.l,rlrJ t'mm sources 1.vllic.h we iJelie\'t' ft'li<lblt:, but W~ t,k not guar:mtl":t ll.~ aCC'\lia\:\. Ndlht'.r lh(~ 'inlormUflUTl, nor an;.' opinion Cl;prC_'i;',~.i, ;:"p"titV!c:; J sullci\!.Ition by U~ of th~ purcna!i{". (}t ~alC.': of :In)' ~;'C'\lriti';;5 (1':' wrtlml)dilit.s Pri!lb.! m USA TOTAL F'. 04 JUfj-07-2004 16: 30 P.iJ4/06 Historical Pricing Inquiry 97ER4 - MERRill lYNCH BALANCED CAPIT Cusip: 590192308 Date Bid Pri ce Offer Price 01/13/2004 25.430 25.430 97EY9 . MERRill lYNCH SO FD INC Cusip: 590907879 Date Bid Price Offer Price 01/13/2004 11.850 12.340 97164. MERRILL lYNCH U S GOVT MTG F Cuslp: 59020T405 Date Bid Price Offer Price 01/13/2004 10.310 10.740 97369 - ALLIANCE BD FD Cusip: 018528406 Date Bid Price Offer Price 01/13/2004 7.240 7.560 974Xl . MERRill lYNCH BD FO INe Cusip: 590907507 Date Bid Price Offer Price 01/13/2004 11.840 11.840 975G4 - FEDERATED INCOME SECS TR Cusip: 31420C878 Date Bid Price Offer Price 01/13/2004 7.110 7.520 976T8 - MERRIll LYNCH MULTI.ST MUN Cus;p: 589919802 Date Bid Price Offer Price 01/13/2004 11.510 11.510 97957 - FRANKLIN CUSTODIAN FD5 INe Cuslp: 353496607 Date Bid Price Offer Price 01/13/2004 6.770 7.070 H4ML7 . BANCO P Date 01/13/2004 Bid Price 100S13 Maturity: 3/9/04 Bid Yield ,000 Coupon: 5.3 Olf'efWl1:e . 100.621 Cusip: 059637DR6 Offer Yield .000 The Information has been obtalnftd from sources we believe to be reliable but we do not guarantee its aCcuracy. Past performance 1'$ not indieative Or futUf@ performance. JUH-07-2004 16: 3,,1 <HELP> for explanation. P . [15/'[11::, iE S3 Corp HP ~'F!lV I [)ENT !3Ht',-li~; P~'I.iI 4.8c.1 IY?.::~: MLNY/CLOSE/MID/YTM i,~'. '::':JfJ.' 1::',. i3.~ :',1 IIH'" iiIIm HI 92.07 Psr10Li 00 Daily AVE 92.07 It' ~:i< [ Mid/Last. LOW 92.07 ON 1/14/04 l"-[)iffC-P~If.e _:..YI~1[) .__c:'mm-Pr Lc.~.,___ YU;LQ-r.-"'O.AfC _P.rJ cJ!.. - YtEIO~~i F I , ! , I . 'r 'I i ' , . I , , i I , I , I F,I;r'~.~ ...I~"!,::.lf'::,~ II) iIDIRim W T M 1 '1.,::t '_92.07 92.07 92.07 C'S4 J.b 5.653 5.653 "1/: -.::: .l i ,~__, ! ..-:'"':. ;..,' J i. ,-, ;.-'dql" :'Ji~:I, ..j L..:~':1./!jI3. S:3?F il,): DN 1/14/04 I A\j~~niTr;;t-i5-1'''a'''SI"7$6or:f-. Srl'AzIl 5511 3048 4500 E'..lrope 44"20 1:1330' 750Cr----G;;=rrictny 49 $Sl-'~d41o--" HOfl(j !(9nf,l 852 2977 6000 JClpal"l &1 J JZOl 890iJ Gil'gttpot"'1l' .ss 6'21~ 1000 U.3 1 2:123182000 Copynght 2004 elocm~"'1jJ l...P, G9a4~307-0 O?-Tun-O~ 1~I~e,24 JUN-07-2DlJ4 16:31 P.05.D6 Historical Pricing Inquiry 97164 - MERRILL LYNCH U S GOVT MTG F Date Bid Price 01/13/2004 10.310 Cuslp: 59020T 405 Offer Price 10.740 H2BK1 . UNITED STATES TREAS SECS Maturity: 8/15/04 Coupon: 0 Date Bid Price 01/13/2004 99.438 CuSip: 912833CL2 Offer Price 99.500 The Information has been obtained from sources we belieVE! to be reliabie but we do not guarantee its accuracy Past performance IS not indicative of future performance. REV.,..",."." .~ .~ COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF CrLLlS, LdJtlISE" /If. FILE NUMBER ~/-ol{-.sl Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jolnlfy-ownod with tho right ofsu/VivolShlp must b. disclosed on Schodule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ~. 3. tf. ,f. 6.. 7. '{. 'f. /)1 r T $,fN/( ,/-. IS. t::'N"Ee.t'.ING 4eer. ~SP6.r1/.37 .tI-eCli. INT. 7D 2>.,..1:>. ON .ITEm /.~. (4 SAI'/N&S ~e(!.r. W/I:!j C::USEt> /puT SEnFotf!AL hflW71tS .4f!te>R 7b b.,..z>. HJ> IS, ;;II,ofiF-eE~ /AME~V~Nr 7P 7N~ It'G:7KR;(J) (SIF'E lI'o4UI",.r;,./II L.ETT_ ~'" /KiT 4~;III< Arr;,.fY(etJ /lE/(ETo). 'P s € C U - ~€&uldl". OI/,(,fl: ,;fee To ,4 cell. ])/J'/})EII/D 7b 7).1P..IJ. ,,II /rE"" Alt? Z (5EE' ~ETrl7fl &'1= ;dSECU A-rrA-t!.HGb) IA/VEAl7PI(Y PF PE,fStNfI;H.-ry o ""TTln!NE.D ) IC.€~U.ND ~fYl /lilO f,uooDS {!A/lj!1/.S {1<<$LtSH/N6 #~"tJi) VA-LILE f<.ECEfJII6D fOil. .A u.S. 7l(E,45QIV( C21l7iI=/cArtF c. fJdl1lCkS7 #~/(N/) NA-"'1iINlVlbG" IHSt{I!. (!P. hfYUAifJ .. QoC 'J J , . ') ., :; d -'!-.---'t--4--~'::--~-+_. ) U 2: I;" 71 ~ 735'. co -0- III/H t3J ~SI."'1 ~ .7. oJ' 4 J. 4 g ~. 00 .,. 3. S/4>.16 "'.2"/.9'1 . I, 009.co 'F ::l./.If'f ~ ~!",tJ{) TOTAL (Also enter on line 5, Recapitulation) $ ;;} 3, 2 'f 5 . 7 f3 (If more space is needed, Insert additional sheets of the same size) Jun 07 04 04: 12p p.l 499 ivli~c~iell Rd Mlilsboro, ~E. ~ 9S66 FAX: 302-'334-2.955 ::':i(;,i,C~/;:,,;,,""fj;;p:;: ,".":0-: . ,C.' ;:.-<',' ..' _ ..~_.nm.~.:"t.BANK:., . -':.,;'.:.,:~8t.';:;~t:~::1.;-;-'., _~. ~.:.~ ":.:-;<. -' ,';~L:: 'I"'. l '~- Fax To: rl'om: Records Mcmt Dept 388.502-4349 F=: '717- 79 5- 7'17.5. P'age~:: 3 !late: t;. /7/at , Phone: '7/7- 7C,t; - 6).0 '1 Re: .- I. / f' /"n , (-::5 tire." ' (... ~/J'. "vI (;;;/'1 C Urgent ~ Far Review Q 3'!e:iise Comment C Please Reply Q ?!ease Recycle P Lt~, 4Vr1,J:. /z.~ . () #;. /ma.tt.,,~) to ~ ..1.',7. "'!Jrl I~ ! f-i Me <If )uJi 6a1~ Effecti"ve I:t:iL'TIediarelv Please Send all A_creme? Letters 011&1 Bank Records Managecnent DE.MB-12 PO 30x 900 MillsDoro, DE 19966 Phone: ;:8gS) 502-43.19 Fa,,: :,'3(2) 934-2955 Jun 07 04 04: 12p p.2 . r!1M&TBank 499 :\.lih:hdl RI);)d. :-"1illsboro, DE 19%6 Mail Code DE-i....1B-)2 Phone l8S!)) 502..+349 Fl.x (3U2) 934<2Si55 June 7. 2U04 Charles E. Shields, III Attorney At Law 6 Clouser Road Mechancisburg, Pa. 17055 Re. ESWle of Luuise M. Gillis Social SecurrJ-v' nQ_i~! 11-.4?75 Date of Dealh: .1anuarv j], 2004 Dear Mr. Shields: Per your inquiry received June 7, 2004, please be advised that at the time of death, the above~named decedent had on deposit with this bank Ul. following: 1. r.vpe of Account Checking Account ACCOllf1t /'/umher 95068l! 37 O1t'l1ership (Names of) LOllise M Gillis David E Miller. POA Parrida A Millor, POA G'pening Date 03/15/01 (Closed 6/7/(4) Balance on Date of Dec.th $8,735,00 Accrued Interest s UOO Total 58."3500 T).pe (~rAcCcuJ1l 3aving~ Ar..:l..:()'/./fll AccouJlt }'y'lIInher 0150042070443JO ()..mership (Names o{J Louise AI Gillis David E Afille,.. POA Patric:a A .lfiller, POA Opcmng Dare 03./15/01 (Closed I1/5/03j Jun 07 04 04: 12p p.3 !)pe oj Account Sa/~ D..;;posi( Box Box JVumher/LociJ.!ion OOOU385 / Highland Park 3..J4 SOlflh ] rill Srreel. Lemoyne, Pa Ownership (Names oj) Louise:H Gillis Opemng Date 01:03/02 For furth:::r account information, closures and/or reimbursement of funds, please call the Highland Park Office # 717-737-33:22. Sincerely, 7iaT~ ~~ N ant::,. Clagett Records Management PSECIII the finane/a/link TM February 12, 2004 Account # 0093164275 CHARLES E SHIELDS III 6 CLOUSER RD MECHANICSBURG, PA 17055 Dear MR SHIELDS: The following is the status of LOUISE M GILLIS's account with PSECU as of the date of death. Joint Owner's Name Date Established Date of Death Date of Birth NONE 08.25.1981 01.13.2004 04.25.1922 Share(s) Regular Shares (S I) MoneyHandler Shares (S4) Balance $8,451.61 0.00 Accrued Dividend $2.08 0.00 Loan( s) Personal Service Loan (Ll) Balance $ 0.00 Accrued Interest $0.00 The dividend earned from January 1,2004 through the date of death was $2.08. We do not have safe deposit boxes for our members. If you have any questions, please call 234-8484 in Harrisburg or our toll- free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, 'l~.' [1.. ~ Meacie Fair Member Service Representative Finance Support Unit PENNSYLVANIA STATE EMPLOYEES CREDIT UNION Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990. (717) 234-8484. (800) 237-7328 Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013 . (717) 777-2100 (TOO) . (800) 472-1967 (TOO) Web Address: www.psecu.com Savings federally insured up to $100,000 by the National Credit Union Administration. INVENTORY LISTS - PERSONALTY FOR lOUISE M. GilLIS ESTATE. ASSORTED MISC. ITEMS FOR SALE OR DISTRIBUTION R~I/:$e...r I t d ;"':$ Gourd birdhouse $ 1.00 Decorative plate $10.00 Glass decoration $ 1.00 3 small glass vases $ 5.00 2 Costume jewelry necklaces $ 2.00 Enamel vase $ 5.00 $24.00 KITCHEN RELATED ITEMS: Assorted Kitchen utensils, bowls, dishes, etc. $20.00 $20.00 ASSORTED KNICK-KNACKS AND TRINKETS: These were all of no substantial value and were donated to Good-will. - 0 - FURNITURE AND RELATED ITEMS NOT BEING TAKEN BY ANY FAMilY MEMBERS: Kitchen stool Old floor lamp Plant stand Old sofa $ 5.00 Old armchairs $20.00 Old wooden desk (not antique) $ 5.00 Pressboard bookshelves$3.00 Desk lamp $ 1.00 Rocking chair $ 5.00 Small old microwave oven $ 5.00 $ .50 $ 1.00 $ .50 $46.00 ITEMS TAKEN BY MARTHA GROSS: Diamond chip earrings $50.00 Turquoise pendant $10.00 Sterling silver ring $ 5.00 Silver rosary $ 3.00 Small porcelain bunny $ 2.00 Small porcelain box $ 3.00 Pearl jewelry box $ 1.50 White stone pendant $ 2.00 Brown stone pendant $ .50 Brass tray $15.00 Candle sticks $25.00 Silver plated vase $10.00 Aquamarine earring chips $10.00 Two porcelain pins $20.00 Silver pendant $ 6.00 Five pairs of costume jewelry earrings $ 5.00 Two small thin gold chains $10.00 Soap dish $ 1.00 Gravy boat $10.00 Tea pot $15.00 Three dolls $10.00 Small doilies $ 1.00 Egg cup $ 1.00 Twelve inch silver plated tray $ 5.00 China dresser set $50.00 Crystal flower vase $10.00 Crystal drinking glass $ 5.00 Santa mug (decorative) $ 2.00 Silver plated vase $10.00 Two china lamps $50.00 Marble top dresser $100.00 Glass bead necklace $ 1.00 Butter dish and trivet $15.00 Two unicorn plates $20.00 ITEMS TAKEN BY JAMES GilLIS: Decorative fish Wooden duck Drum table $25.00 Writing desk $25.00 Desk chair $ 8.00 Diamond engagement ring and wedding band $550.00 Broken pocket watch $ 1.00 Coins $ 1.00 Two small pins $ .50 Garnet stud earrings $ 5.00 Glass kitchen platter $ 1.00 Ceramic jar $ 2.00 Pewter plate $ 1.50 Purple glass ashtray $ 5.00 lobster cracker and candle holder $ 1.00 $ 1.00 $ 2.00 ITEMS TAKEN BY DONALD GilLIS: Decorative file Duck knick-knack Photos Prayer box necklace Small magnets Six inch Mothers' $ 1.00 $ 1.50 no value $ 1.00 no value Day plate $ 1.00 ITEMS TAKEN BY IAN GilLIS $ 1.50 $ 2.00 $ 2.00 $ .50 decorations $ 7.00 Small stainglass ornament Tote Bag Small ring Small broach Small stones Hanging china Painted egg Two decorative $ .50 no value plates $20.00 $33.50 ITEMS TAKEN BY PATRICIA MillER: Chest of drawers Wooden jewelry box Pearl earrings Green earrings Bracelet Crystal pendant Three silver bracelets Two silver necklaces Two tiger pendants Clay jar Chopsticks Two semi-round $20.00 $ 3.00 $ 4.00 $ 1.50 $ 5.00 $ 1.50 $ 8.00 $ 5.00 $ 5.00 $ 1.50 no value coffee tables $20.00 Two blue & white lamps with shades $40.00 White lamp with shade $20.00 Old bed, mattress & box spring with chipped and unstable headboard $15.00 Two end tables $20.00 Small wooden kitchen table $10.00 Old desk chair $ 5.00 Old nineteen inch TV/VCR and cheap TV stand $15.00 Two kitchen mugs $ 1.00 Nutcracker $ .50 Beat-up wooden dresser $15.00 Nightstand painted orange $ 5.00 Unicorn decorative plate $10.00 $ 2.00 Old coffee pot Two small fans $ 3.00 Assorted knick-knacks $ 5.00 'EV":OEX''''"* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY G ILUS, LOUISE 4!. FILE NUMBER ;2/- 04 - S-I This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER 1. ;/. DESCRIPTION OF PROPERTY INCLUOETHENAMEOFTHETRAN$FEREE.THEIRRELATIONSHIPTODECEDl:~ANOTHE DATE OF TRANSFER. ATTACHACOPVOFTHEDEEO FOR REAL ESTATE. A. MEJeRILL LYN(!!I IRA /leer..If/: 5'72-700"'7 PEWli","'C'A~Y: E,5TAT<F II.S.7iI!E,4S. S7.l'h'{S" CUJII' 'U::Zfl33cL2 (1,{/ f'f. '13 f "JJ,. '1'i. sa ~. Y'UI7 (lace lPII'lWff ar mahu'/ty = /, bct9. #0) Ii. , ML US (;.ovr ntTGt:" FUN/) C,us,p 5'(020T<Jo.s /3,(1 10.310 "I:€r jtJ,7/f/J <eVe. /tJ,S3 ~/:t3:::' {!AsH c. P. IHL ~AIII/( t1JA bSP MfllJ"?j mKt. (SEE /kElf!AILL LY,,4'e/{ f/;k.ttA i7~A/ Lt:77'-=7i!! /I-rmr!Het:J 7Z> SCHF{). 13.) ,Ii!f!R. J>IJlliJEAlP TZJ :D.o.}). f,=, $fVeeIrL rn=ms of Je f.Vb."7-JlY 70 Nft/6HTt:Te (i}.4-n 71{,4. ~5S MilCH IiJtFl!E tvl!U WI'THltV 71IE' ~'''t)O .,pP /.C)<E/1JfJrN/h't<JimG" ffll/.{)E' to/7HIN ope YF/I-1l. OF Ll.D.A ,4. .:r .4Dl: ~IN (;. ,. .;too. 00 $. PCIlfl.L. NIHI<L4Ct: ~1Q)..O ~ 9 9 4 . 7 0 + 1.2 9 5 . 1 9 + Gr 0 . 3 1 + 4, 7 7 7 . o 9 + 7.0 6 7 . 2 9 * -/-.:3/ + 7,!l~ 7. &0 DATE OF DEATH VALUE OF ASSET ~ '1'74. 7L? 1- 1,215. /Cf 00.3/ ~li 7;, 777. 09 1't)o ...3/ I 3'5'0. 00 %OF DECO'S INTEREST IOOj, /~?O /OI!JJi;, IbOTD joo/'o 10070 EXCLUSION IFAPPlICABlEl - 0- -0- -0- -0- -0- -IODj;. TAXABLE VALUE ~ 77f'.70 II /, z9S: /9 " t:Jo.,s I ,. 'I, 777.09 ~ 00.3/ NET 'U:7?D TOTALIAlsoenteronline7,Recapitulation) $ 7,0(0 7. ~c} (If more space is needed, insert additional sheets of the same size) <~"~'~'I"7). COMMONWEALTH OF PENNSYLVANIA INHERIT ANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GILLIS, /..tJt(/5E /J1. Debts of decedent must be reported on Schedule I. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER ;2/-~'I-:::'-1 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 'P1fR. mE 111~~ Fu/JI~ f{p/J/E '% pF /IIEt<) Cu 11{1JE7ZL/M~ .(, 'I1f). 00 J. t=u A/~/tL 1YlEilH.. ,. 3DttJ. Of? 3. IfllJ>I/,oNA{, P,4Y/YIElVT Ii!E : FuNIFllj}L ee,s T~ 10 I"A.€7;f' B1f dill!' "/0.0_00 '/. AJ>J>ITtoA/kL C!D';TS !!ElATeD 70 FIUII i:7Vf-<.. Y6lfl.sS- B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions ,.: Name of Personal Representative (5) I1'JAII!?7t' .+ 6~ss; 75b- bO Social Seculity Numbe~s) I EIN Number of Personal Representative(s) /J'<J- "11- Z?9S Street Address <(61 /JIG RE171IL 337b jJt:/1(!H 17e€F /fl). Sl/I7l:' /tJPO City If Tt.4N TA- State G1f lip 3tJ3.oS' Yea~s) Commission Paid: 21f)oS 2. Attorney Fees eN It t<. LI3 E Sf/It: LLJS; lJ[ f 1/, 00/),/)0 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant NM'E IFL /GI.d L€ NttJAlE Street Address City State lip Relationship of Claimant to Decedent 4 Probate Fees o.wl or'j;no.l iSSUl of short a e....+, Rea-fe-.s. "I off. DO 5. AccountanfsFees~JM4"-r 13t<A-CJ<6tu... ./.1 ~te t3L()1!.J(. OF II1ECf/fJAJICS8UKt5, H/STotlICtH. i<FCoN,;muenON 01003 TAl( /'blf!/J]$ "I- 6. Tax Re1um Preparers Fees 15~UE5, Cl..O$'-O/,<.TS 10'f0. PH I/o" E'sr: I/\J!! T~)< '7' 'KG/uRNS, /0'1/, J"/f 'fl. e.1Z. to/). 00 7. ,4/dt'h"/lal d-f' cert/h'odM rr <;,00 {, /ldd; h'~H;t,/ t5 hprt eutl'h'cafe.$ ',/_&1& '1. I-tltltrfls,'';j "'" (!41'1;sle Sen f;ne 1 'q,.f"S" /tR'Jlt!/.f/SI1f fttl/lkr/1Uf.A' /qw JP" I'll /I J IfI /0, ,r] 7S.00 II. lid"';' ~1ItZ1 f1h6ak he ? 1ft/_dO Iz> K'l,Jh / Mils (,)ee tb-'l;/l/ttoh~J1 c5ki,dldtuJ.. '" /(. 17/'/1/ Fu. IS; 00 TOTAL (Also enter on line 9, Recapitulation) $ 1(., 9",~, 'IS (If more space is needed, insert additional sheets of the same size) seflEiJ. II. (!N/i;; Rs;r, of GULIS, Ut.//Sc 41. 2/-1J 1/- S" 1 1< I;?,s:, DO 12..: 1)~(LLlNG O/-'G""N oF .51-FG l)t=7"~S/T 19ox. /3. REI/I,f eu..;lSEflteJ.T>; 715 (!N~. E. Sh'/6?.DS"7ZI: /f-77"y;. ra"'i' :;J#tll2>&>~~ ;CbST/t6e; ~ 7/F/6".tJ /lM/{JNG~, ,FJ!=Z),GVH 't9f,P4~S€>, L"'/l/6 .2)/5 /4'-/Vet:' r/?/YM'JF ~Ls., LI2N~ : "2>,5 m/V eE ,F;-f-I( ~~ E r <! . I'/. 1 -of M;I{/{r .4//III17i:7YMtJ€ (!Jy/h(!68,.fNl) d)IS.BllRSE4IG7VT : (j.;/l1t6B: A .#:iSM7?:Z) /~A0"A9<' FE23, e"2. 13. ItETtu<N Ire7/(,Fee #. 97.5"0 13S.00 ? "S:t>" J ~ /<ftJ. co ~ 7'~"'''' is. /(iEll11/PtlR.5f:/If&i1 . tii //!,f-L7;y4- G/lc~ /'d,('. /HY4/elT To At r: REV-1512EX+(1-97) .w SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS /J/. FILE NUMBER .;2/- ~~- S I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX. RETURN RESIDENT DECEDENT ESTATE OF 6-ILL/S, LtJftltfE Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1" 79.f.22 ~ 1>0.1>0 " <01' ./2 1. .:<. .3_ /UEj.s f1/fH./HA-CY / tF /HE(!HI/AI /CS LJ~6 DR. TI/J!PTHV CL.iIteK / OF AfFf!h'M/t!.SB qlf!.6. J/Bl/Z//AI 1. ,l}VuSTdlt:NrS R/.fi! ,If.s.so"rGD CN'~ ~p.H ~RG 1).o./). ,t;IIT /fIHICI{ .011) Ntrr CL.E7Tft t1HTi~ ,pF~ :D.I>.b.: ~ 7 #. #'91 .6iP.i?1> 'j< ,- .t5. # Il'f ?'?,Pt> f 12.{J.('o "- e. # "~ ~"o (SEE /J1 f T ~#NK /fC!ebuNT Sm-~A(/F1" -n- ,p Tr-Pt!/lE':J) ) o.c ) J . " ,:: J ~J ., 'J :J ;.. ,.~, ".'. ~ U ., I .,::: '~ ~),)) TOTAL (Also enter on line 10, Recapitulation) $ I, 0 'It.f. 3'1 (If more space IS needed, insert additional sheets of the same size) rl:] lVI&r Bank ACCOUNT NO. ACCOUNT TYPE STATENENT PERIOD PAGE ~50681l37 REL>.TIONSHIP CHECKING WITH INTEREST JAN.14-FEB.13,2004 1 OF 2 ../ 00 o 06113N NN 117 230 LOUISE M GILLIS THE WOODS AT CEDAR RUN 824 LISBURN RD APT 320 CAMP HILL PA 17011-7103 INTEREST PAID YEAR TO DATE 1.46 HIGHLAND PARK 8,735.00 DEPOSITS<& OTHER AIlDITtDNS NO. ANOUNT o 0.00 ACCOUNT SUMMARY BEGIII'lING BALANCE CHECKSP4ID NO. ANOUNT 2 90.00 DTHER SllBTRACTIONS NO. AMOUNT o 0.00 CURRENT INTEREST PD ENDING BALANCE 0.74 8,645.74 POSTING .. .. ... .. DEPDSITS, INTEREST CHECKS I OTHER DAILY ..... DATE .. TRANSACTION DESCRIPTION II OTHER ADDITIONS SUBTRACTIONS ... BALANCE 01-14-04 BEGINNING BALANCE $8,735.00 01-21-04 CHECK NUNBER 0691 50.00 8,685.00 02-09-04 CHECK NUNBER 0679 40.00 8...645.00 02-13-04 INTEREST PAYNENT 0.74 8,645.74 ENDING BALANCE $8,645.74 ACCOUNT ACTIVITV CHECKS PAID SUIIIIARV 679 02-09-04 40.00 691_ 01-21-04 50.00 ANNUAL PERCENTAGE YIELD EARNED. 0.10 % ""()!\I:....:I.,', r~llVJ&l'.tmIlK . . ACCOUNT PAGE .. 000000950681137 2 OF 2 UJlJl$l!.....OIWlI ....., THf; llIKlQlM5 ...., c.p,," !Will O;M.......""" ~- C..........~A '..." '" l.ClUISI.M.QIWll 0:1-0' 'nd.WOOOSA-rC&lU.flJtUf't _~~;:;'''u, . CM*......~'" "'II" ." u....,I;L/'l~.J_ ...-.. .. ~, / %.15i-4 3- .'::'':~ll'' 41,,"'7 RG..f... 9~ I~"" ~;LIo","~-- ~ allfirst~:"~:t."..':._ I',.._~~'" ':03~30Q08:1L,,: S >"4- .-........ ~~ ~:,:.:~~,:'~._-~_ a.-<"'n r---.~. =~~- [I .I,l1r....ll.Io.. aUflrst"'"."...... ~,.II~BL,...... ~"~f ._ .J $ ,,-~l ~ Ar"_ .... 9.<d'; _ I qSiO'8.~31.. Or.?q ~'QOOOOO...aClO... 'I ~-... - - --[1..".- ~ _._ ;7'-...: N ~<~ -I 'iSO.S I.. ~ 'IJI" Of. 'I I. "'000000 SelDa.' Check *679 Paid ,02/09/2004 40.00 j ':Oll,iOOB30..': Check *691 Paid ,01/21/2004 50.00 ~ M&1'Bank ACCOUNT NO. ACCOUNT TYPE ~50681137 RELATIONSHIP CHECKING WITH INTEREST STATENENT PERIOD PAGE FEB.14-HAR.12,2004 1 OF 2 00 o 06113N NN 117 158 LOUISE M GILLIS THE WOODS AT CEDAR RUN 824 LISBURN RD APT 320 CAMP HILL PA 17011-7103 INTEREST PAID YEAR TO DATE 2.12 HIGHLAND PARK BEGINNING DEPOSITS & OTHER CURRENT ENDING BALANCE OTHER"ADOITIONS " CHECKS PAID " SUBTRACTIONS INTEREST PO BALANCE NO. 1 ANOUNT NO. I AIIOUNT NO. 1 ANOUNT 8,645.74 01 0.00 11 30.00 o 1 0.00 0.66 8,616.40 ACCOUNT SUMMARV POSTING DEpOSITS, INTEREST CHECKS & OTHER DAILY DATE TRANSACTION DESCRIPTION & OTHER ADDITIONS SUBTRACTIONS BALANCE 02-14-04 BEGINNING BALANCE $8,645.74 03- 02- 04 CHECK NUNBER 0666 30.00 8,615.74 03-12-04 INTEREST PAYNENT 0.66 8,616.40 ENDING BALANCE $8.. 616.40 ACCOUNT ACTIVITY CHECKS.PAID"SUIlNARY 666 03- 02- 04 30.00 ANNUAL PERCENTAGE YIELD EARNED = 0.09 % , i~),'; ,~~ IVl&:l...tj<iDK ACCDUNT PAGE 000000950681137 2 DF 2 , . -- - - I , ~IRM.GIUJS ~, "m .I 1'll~""lICDll"'rCI!I,.,IIf1_ "'ul."'~ ~~ Do~/'V~ -" "I'f._ ~"""""'"'' I, r':"T'::,~ t.:k.i",~~ i.C! J1/~tI..<- ,. Jo - , ~-~-- ~~~ - ~lhL'" ~ !!!!!:" Y::- nti Alr_, u...k , : ..... a rst=~n=,_ "X' _____ h1 , I .,",__<:;L/ --. 9--'<.: . I I ':0)1,1008)"": 'I501:.B ~;o 37'" or. "I;, .'0000:')0 ~OOO.' I , Check *666 paid ,03/02/2004 30.00 m!M&rBank ACCOUNT NO. ACCOUNT TYPE STATEMENT PERIOD PAGE . . RELATIONSHIP CHECKING WITH INTEREST APR.14-HAY.13,2004 1 OF 1 950681137 00 0 06113M NM 017 -- 130 -- LOUISE M GILLIS - - THE WOODS AT CEDAR RUN 824 LI SBURN RD APT 320 CAMP HILL PA 17011-7103 INTEREST PAID YEAR TO DATE 3.59 HIGHLAND PARK ACCOUNT SUMMARY BEGIllNlNG DEI'OSITS& .. . OTHER CURRENT ENDING BALANCE ... OTHER ADDITIONS ..CHECKS PAID. SUBTRACTIONS INTEREST PD BALANCE NO. I AMOUNT NO. I AMOUNT NO. I AMOUNT 8,617.16 D.L 0.00 01 0.00 o 1 0.00 0.71 8,617.87 ACCOUNT ACT! V!TY POSTING .. .... . DEPOSITS,lNTEREST CHECKS & OTHER DAILY DATE TRANSACTION DESCRIPTION & OTHER ADDITIONS SilBfRACTIONS BAlANCE . 04-14-04 BEGINNING BALANCE $8,617.16 05-13-04 INTEREST PAYMENT 0.71 8,617.87 ENDING BALANCE $8,617.87 ANNUAL PERCENTAGE YIELD EARNED = 0.10 % C;'OIlA "'."n".".".~ .' ~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF C I L.US,. Ltlt(/5t= ,?1. FILE NUMBER :2/ - t) 'I - S I NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outnght spousal distnbutions) RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE 1. 'VNI/1t../J If. G I c.t.1 S '/53 Cltl{"~ Sr!. / mA'r/ei1.; I GA. .300'-0 50A/ Vs- .7.. /lM,Rr//tf E. G/UJ5S 'l"a3f., ,&,/;"~p A'~ / .t#I~/ G.#. :Jo1JoS; (f-lIame ttddlY'Ss. ~e q/s.. .hrS/Nss ~4!'/l'SS ,'" ,Ck:I "'.) 3. /l,47N/(J.//! /171/# 4//a&7f 1/:>9 .60"/. C~/ON"'J/ ;!!/.z/"r/I~ tP~/;el!. J7C rtYG / &haQa ])Au 6H-rc-7'<. Yc ;P~U6Hr~ Y.s- If. .J/MI GJ /11. (; It-US" leol c5krmR/I kn. "' ~tlr;'1f'1!dIL, 0,4 7-Yt?/p oeAl y~ 6. IA-A/ P. G/LUS % IhONe, 1'IJ'tf-I l{a.nhtJ.ytisJu' /J11J Is /{l!ltJM -sh,. /II1tJ1.1I1b -/(M 39c-/:?3'1 J4p4A. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE seW Y:5"" II. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. 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 LOUISE M. GILLIS I, LOUISE M. GILLIS, an unremarried widow currently of The Woods at Cedar Run, 824 Lisbllm Road, Apartment 320, Camp Hill (Lower Allen Township), Cumberland County, Pennsylvania, 170 II, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all former Wi1ls by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soou as conveniently may be after m)' decease. 2. I hereby give, devise, and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, of any nature whatsoever and wheresoever situate, to be divided into five (5) cqllal shares and distributed amongst my children, as follows, to wit: A. Donald A. Gillis B. Martha E. Gross C Patricia Ann Miller , D. James M. Gillis E Ian P Gi1lis In the event any of my said children predecease me, then his or her share shall go to his or her lineal descendants, per stirpes. In the event any of my said children predeceases me and is not survived by any lineal descendants, then his or her share shall be proportionally divided amongst my above named children who do survive me or to the living lineal descendants of such other children as the case may be, per stirpes. 3. I nominate, constitute and appoint my daughter, MARTHA E. GROSS, to be the Executrix of this my Last Will and Testament. In the event that she is unable or unwilling to act as Executrix, I appoint my son-in-law, DAVID E. MILLER to be the Executor in her place and stead. In the event that he is unable or unwilling to act as Executor, I appoint my daughter, PATRICIA ANN MILLER to be the Executrix in his place and stead. In the event that she is unable or unwilling to act as Execntrix, I appoint, my son DONALD A. GILLIS to be the Executor in her place and stead. I further direct that they shall not be required to file bond or other security in the Office of the Register of Wills for the purpose of administering my Estate. .. . r " Signed, sealed, published and declared by the above-named LOUISE M. GILLIS, as and for her Last Will and Testament, in the presence of us, who are at her request and in her presence, and in the presence of each other, have hereunto subscribed our naInes as witnesses. ~~v -~ I.---" REGISTER OF WILLS OF C fA 1J18ERtAAJ/) COUNTY OATH OF SUBSCRIBING WITNESS I'\.V-O.y-\S7 IJE80t</!H /I-#A! gc/?-4/B? eedieil-- {eactJ1 a subscribing witness to the will presented herewith, teach)" being duly qualified according to law, depose(s) and say(s) that 5NE' tv;f-J' present and saw j..t'/tlISc /II. GoI L~/ S the testatrix , sign the same and that SHE signed as a witness at the request of testatrix in h~r presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this / ~-t+, day of 0o.n~ - vfq/()04 " ~ d~u2a-~ /yp!}:fjy'lIt1tIC x#/~~ 1)Eeo~/l1I A-#/Y (Name)gE;9~~ , e/pvser Rtf:, /Jjt'C/;/(I1I'cSbl1r~.J PA /7t>SS- u (Address) NONW.IfAI. I.ID L WI.US Naby NJIc I(R)UGH,ctMlERLANDcxum ..,~.... Sep 11, 2007 (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil will testat_ of (one of the subscribing witnesses to) the that presented herewith and codicil believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) Register (Name) (Address) REGISTER OF WILLS OF C <<d;6GeL#/1/.J) COUNTY OATH OF SUBSCRIBING WITNESS ~/-,,~~/ rJ1/41!LE5 e:-. SIlI62J)~ :lt1 wJidl ~ a subscribing witness to the will presented herewith,~ being duly qualified according to law, depose(s) and say(s) that filE: h/A-S present and saw LPto SG" /J1. r;/LLlS the testat ri II , sign the same and that HE" signed as a witness at the request of testatri,X in her presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). ~ Sworn to or affirmed and subscribed before ^ tV~ c!! ~ / ~ r# (!1I/fA!L.E5 E". 5H/(fl,bs ~hiS ~ day of (Name) - .r::. < y~ r. CLbp5Be ,4A, /J1EOC#"AJlC5lJI<J16J'-9 /7,,~S - _._~./~.I?/-<IV~./~<4.A~./Y'h (Address) Register (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil will testat_ of (one of the subscribing witnesses to) the that presented herewith and codicil believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) Register (Name) (Address) BIOS.80S REV 9/86 This is to certifY that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 No. "l111If'''''''''''"" 11,11"~~\.11\ UF Pti:-.-__. ....=~... ~J"A ~ sif' ... . ." "- !~ . '-1'" . .~\ i:Ej --._- - c _ ~i ~~~.....nc..*.~.'...\ ~~ \*~*f \<:2 '- ..... ~l \. ~ . ~/ .... .., ft~ -\\. 'r I' --..- "iMENl \\\ ""III -"""""""##1111"'" ~1::fR~~~ P 9813781 JAN 1 3 2004 Date H105.143 Rev. 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS ;INT 't:NT INK 1. AGE (La.t Birthday) NAME OF DECEDENT (Filst, Middla, Lo.t) Louise M. CERTIFICATE OF DEATH 81 Vrs Gillis SEX 2. female STATE FILE NUMBER SOCIAl SECURITV NUMBER 3D~3 lb &of l7~ &. COUNTY OF DEATH BIRTHPlACE (City and St... '" Foraign Coonliy) Ib, Cumberland DECEDENrS USUAL OCCUPA T'ON (Of~~~~=>1 State Government . llLExecutive Assistant llb. DECE E 'S MAILING ADDRESS ( traot, CitylTown, Stota, ZIp Coda) 824 Lisburn Road Camp Hill, PA 17011 R_ 0 ::"1 0 RACE - American Indian, Black, Wlite, al (Spacily) 10. white SURVIVING SPOUSE (If wife, g1v. maiden name) 11. FATHER'S NAME (First, Middla, Lo.t) · Harr Miller INFORMANT'S NAME (TypalPrinl) 20.. Martha Gross METHOD OF DISPOSITION Donation 0 Burl.. 0 Cramalion ~omovol from Stata 0 . 210. Othar (Spacily) . SIGNA T RAt SER E LI DECEDENrs ACTUAL RESIDENCE (See 1n.1ruclions on other aldo) 17.. Slate 13. Pennsylvania Did docadont Cumberland :~~~~p? 17d.D ~Iii=~=of MOTHER'S NAME (FirlL Middlo. Moidan Sumomo) 11. Grace Reardon INFORMANrs MAILING ADDRESS (Straot, CitylTown, Slala, Zip COde) ~. 236 Rollin Road Atlanta GA 30305 PLACE OF DISPOSITION. Nama of CameIO/)'. Cramalofy LOCATION _ CilylTown. Sloto. Zip COde or Other Place , 2004 21c. Yorktowne Crematory :ilc1. York, PA NAME AND ADDRESS OF FACILITY Parthemore 22 14. MARIT AL STATUS - Mon1ad. NO~=s::,.~od. widowed Lower Allen Iwp. 17c. iCJ Yes, decedent lived in 17b. County Citylboro .. 23b. 230, WAS CASE REFERRED TO A MEDI~ EXAMINER /CORONER? 28. V.. 6ZI ~~~v No 0 : Approximate PART II: Other significant conditions conllibuting 10 death. but . interval betw not relulting in the under1ying cause given in PART L : onset and death To the besl d my knowledge, death OCClITed althe lime, dale and place slated (Signalure ond Tillo) 230. TIME OF DEATH (3: 0 LICENSE NUMBER 22b. FD 013 340 L SoquontioJly till conditions I b. Wany. loading 10 Imrnadiota . COuae. En.... UNDERLYING CAUSE (Oi..ue or ir1Ur')' c. . that lnit;ated events ralUlling on daath ) LAST d. WAS AN AUTOPSV WERE AUTOPSV FINDINGS PERFORMED? AVAILABLE PRIOR TO COMPlETION OF CAUSE OF DEATH? ~ Vos 0 No gj V.sO MANNER OF DEATH Natural IKI Accident 0 Suicide 0 Horrucide Pending Investigation COUld nol tie determined o o DATE OF INJURV (Mon..., 0..,., Ye.) TIME OF INJURV INJURV AT OORK? DESCRIBE HOWINJURV OCCURRED. NoD Vo. 0 No 0 3... .PRONOUNCING AND CERnFYING PHYSICIAN (Physician both pronOU'lCing dealt, and C8ftlfying to cause of death) To the b..t of my knowledge, death occurred at the time, date, and plac., and due to the cluaea(a) and manner as at.ted. . 'MEDlCAL EXAMINERlCDRONER On the bull 0' examination and/or Inv..tlgatfon, In my opinion. death occurred ilt the time, date, and pl.ce. and due to the Cluael(l) _nd . mlnno. 11_0<1........ ....................... .... ........................ ... .... .... .... ...... ..... .............. ............................. .... ...... .... ....... ... .... 0 31.. 33. REGISTRAR'S SIGNATURE AND NUMBER /J 'h-? ~ ~ I"C ~~~ I~/I~/I/I 34. LAST WILL AND TESTAMENT OF LOUISE M. GILLIS I, LOUISE M. GILLIS, an unremarried widow currently of The Woods at Cedar Run, 824 Lisburn Road, Apartment 320, Camp Hill (Lower Allen Township), Cumberland County, Pennsylvania, 17011, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my decease. 2. I hereby give, devise, and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, of any nature whatsoever and wheresoever situate, to be divided into five (5) equal shares and distributed amongst my children, as follows, to wit: A. Donald A. Gillis B. Martha E. Gross C. Patricia Ann Miller D. James M. Gillis E. Ian P. Gillis In the event any of my said children predecease me, then his or her share shall go to his or her lineal descendants, per stirpes. In the event any of my said children predeceases me and is not survived by any lineal descendants, then his or her share shall be proportionally divided amongst my above named children who do survive me or to the living lineal descendants of such other children as the case may be, per stirpes. 3. I nominate, constitute and appoint my daughter, MARTHA E. GROSS, to be the Executrix of this my Last Will and Testament. In the event that she is unable or unwilling to act as Executrix, I appoint my son-in-law, DAVID E. MILLER to be the Executor in her place and stead. In the event that he is unable or unwilling to act as Executor, I appoint my daughter, PATRICIA ANN MILLER to be the Executrix in his place and stead. In the event that she is unable or unwilling to act as Executrix, I appoint, my son DONALD A. GILLIS to be the Executor in her place and stead. I further direct that they shall not be required to file bond or other security in the Office of the Register of Wills for the purpose of administering my Estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~day of ~ ' A.D. 2001. ~E~~ d~ J1( V~ LOUISE M. GILLIS (Seal) '. . Signed, sealed, published and declared by the above-named LOUISE M. GILLIS, as and for her Last Will and Testament, in the presence of us, who are at her request and in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. tkk ~~!) CERTIRCA TION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Louise M. Gillis Date of Death: January 13, 2004 Will No. Admin. No. 21-04-0051 TO THE REGISTER: I certify that notice of beneficial interest 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 April 6, 2004: Name Address Patricia A. Miller 10 Heatherwood, Dillsburg, PA 17019 1601 Sherman Ave., Burlingame, CA 94010 453 Church Street, Marietta, GA 30060 James M. Gillis Donald A. Gillis Ian P. Gillis c/o Inoue, 1484-1 Kanbayashi, Matsumoto-shi Nagano-Ken, 390-1243 Japan 236 Bolling Road, Atlanta, GA. 30305 Martha E. Gross Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: April 8, 2004 ru~~) CHARLES E. SHIELDS, III 6 Clouser Road Mechanicsburg, PA 17055 Telephone: (717) 766-0209 Counsel for Personal Representative , cc:1LUll~J l"C :') 9 t: Ztd Z L HdfJ !70. . , '(1 ,J8tj o o ~ . r.I1 ~ o r.I1 ~ > ~~ ~=3 Ci.~ ~~ E~ ~ /;:-'""~ ";,. . 1, ~,k ~" " ~,/, /j I '-;,..,-"",,, . '" '" 8 ..., " " " i ~ ~ ~ 1;; 'd '" M 1 ~ ..., ..., ;,Oe8 ''-):)88 Vd ,ntF~\ '~',/ s L l~O 170. '" I..) , -..c ~ .~ (\-. ..a ~ ~ ~ ~ ~ i ~ ~ \... '"::Jo-<::~Q ~ ~& ~~ ~ ~ ~~ i t ~i ~~ ~ ~~7Il1? Of .~CU~;:I~ ~ - E ~- E~a!-a . . . . . \( I -.:: ~. - -.:: -'.: - :::: - -'.: - -= :::: ...... -= - -= ~ .......: ~ - ff:t N i';' (,) of- fl) .... (J ".. ..... MG RETAIL ADVISORS, LLC October 12, 2004 Mrs. Glenda Farner Strasbaugh Register of Wills Cumberland County Commonwealth of Pennsylvania I Courthouse Square Carlisle, PA 17013-3387 Dear Mrs. Farner Strasbaugh: I am writing in my capacity as Executrix of the estate of Louise Gillis. Her Social Security number is 093-16-4275. The PA file docket number is 21-04-0051. I understand the date for filing the inheritance tax is nine months from the decedent's death. I do not yet have all the information to file the return, but I am herewith submitting an estimated payment. Enclosed, please find a check for $7,650, which should more than cover the inheritance taxes on this estate. I am gathering the final pieces of information and expect to file this return shortly. If you have any questions, please do not hesitate to contact me at the numbers and address on this letterhead. ;:.:: ;:] to, g Sincerely, !ia;!~ CJ CJ -j Ul v l'J Executrix Estate of Louise M. Gillis (r. 0, 3390 Peachtree Rd., Ste 1000 Atlanta, Ga. 30326 Tel: 404-969-3390 Fax: 404-969-3601 martha@mgretai1.com J- 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 GROSS MARTHA E 236 BOLLING ROAD ATLANTA, GA 30305 __nun lold ESTATE INFORMATION: SSN: 093-16-4275 FILE NUMBER: 2104-0051 DECEDENT NAME: GILLIS LOUISE M DATE OF PAYMENT: 10/15/2004 POSTMARK DATE: 10/12/2004 COUNTY: CUMBERLAND DATE OF DEATH: 01/13/2004 NO. CD 004504 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $7,650.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 1016 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WillS $7,650.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 October 20, 2004 '04 i\DV -1 P 2 :17 Telephone (717) 787-3930 FAX (717) 772-0412 Charles E. Shields III Attorney At Law c;u: 6 Clouser Road Mechanicsburg, PA 17055 Re: Estate of Louise M. Gillis File Number 2104-0051 Dear Sir/Madam: 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 04/13/05. 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. Sincerely, /j ---'~~.--I ,/,,/ ,I ,,____.---"" ./ ( Claudia Maffei, Supervisor Document Processing Unit Inheritance Tax Division ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: IDuise M. Gillis Date of Death: January 13, 2004 Will No. Admin. No. 21-04-0051 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 X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 1 mnt-h<< 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may ~ ;~tac;;ed ~thi~~ Date: FAh 4. ?nn~ ~ &~ Signature ----- 1..,,0,- Charles E. Shields, III Name (Please type or print) 6 Clouser Road, Mechanicsburg, PA 17055 Address ;""'" r-" (717 ) 766-0209 Tel. No. Capacity: Personal Representative )( Counsel for personal representative J (MAH:rmf/AM3) COMMONW~AlTH OF PENNSYLVANIA DEPARTMFNT OF REVENUE BUREAlJ OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 - REV-1162 EXlll.96j RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT GROSS MARTHA E 236 BOLLING ROAD A TLANT A, GA 30305 ---~--- fold ESTATE INFORMATION: SSN: 093- 16-4275 FILE NUMBER: 2104-0051 DECEDENT NAME: GILLIS LOUISE M DA TE OF PAYMENT: 07/13/2005 POSTMARK DATE: 07/13/2005 COUNTY: CUMBERLAND DATE OF DEATH: 01/13/2004 TOTAL AMOUNT PAID; REMARKS: CHECK#1027 SEAL INITIALS: CCP RECEIVED BY; REGISTER OF WILLS NO. CD 005559 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,604.00 I I I I I I I I $1,604.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS 09-26-2005 GILLIS 01-13-2004 21 04-0051 CUMBERLAND 101 APPEAL DATE: 11-25-2005 (See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 f~!_~~9~~_!~!~_~!~~______~___~~!~!~_~g~~~_~g~!!9~_E9~_ygy~_~~~g~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX LOUISE M FILE NO. 21 04-0051 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 OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ": J DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN CHARLES E SHIELDS III 6 CLOUSER RD MECHANICSBURG PA 17055 ESTATE OF GILLIS REV-1547 EX AFP (06-051 LOUISE M TAX RETURN WAS: (X) ACCEPTED AS fILED CHANGED DATE 09-26-2005 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) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule f) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 183,632.51 .00 .00 23.295.78 .00 7,067.60 (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 Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 16,906.98 1.044.34 (11) (12) (13) (14) NOTE: IT an assessment was issued previously, lines reTlect Tigures that include the total oT ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at 17. Amount of Line 14 at Sibling 18. Amount of Line 14 taxable at 19. Principal Tax Due NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 213,995.89 17.91;1 32 196,044.57 .00 196,044.57 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. Lineal/Class A rate rate Collateral/Class B rate (15) (16) (17) (18) .00 X 00 = .00 196,044.57 X 045 = 8,822.00 .00 X 12 = .00 .00 X 15 = .00 (19)= 8,822.00 TAX CREDITS: '"' (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10 12 2004 ..:: CD004504 .00 7,650.00 07-13-2005 CD005559 41.33- 1,604.00 TOTAL TAX CREDIT 9,212.67 BALANCE OF TAX DUE 390.67CR INTEREST AND PEN. .00 TOTAL DUE 390.67CR · 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 MAY BE DUE A REfUND. SEE REVERSE SIDE OF THIS fORM fOR INSTRUCTIONS.) Rl - COMMONWEALTH OF PENNSYLVANIA Ii'''- r\\:DEPARTMENT OF REVENUE .....",.-\\ (\Pr\\}:-' BUREAU OF INDIVIDUAL TAXES?xT)()'cLttl \J. . . ',: INHERITANCE TAX INHERITANCE TAX DIVISION 'STATEMENT OF ACCOUNT PO BOX Z80601 HARRISBURG PA 171Z8-0601.. (}., ~, 'J" . ta r~\ J' REV-1607 EX AFP (03-05) CHARLES E SHIELD9C1tII 6 CLOUSER RD MECHANICS BURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-24-2005 GILLIS 01-13-2004 21 04-0051 CUMBERLAND 101 LOUISE M i)n~.r L\J\j;) PA 17055 Allount Rellitted 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. subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE --------------------------------------------------------------------------- -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT KKK ESTATE OF FILE NO. ACN DATE THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-26-2005 PRINCIPAL TAX DUE: 8.822.00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-12-2004 CD004504 .00 7.650.00 07-13-2005 CD005559 41.33- 1.604.00 10-06-2005 REFUND .00 390.67- TOTAL TAX CREDIT 8.822.00 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 THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 0\t CHARLES E. SHIELDS, III ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner ofTrindle and Clouser Roads MECHANICSBURG, PA 17055 GEORGE M. HOUCK (1912-1991) TELEPHONE (717) 766-0209 FAX (717) 795-7473 November 28, 2005 Register of Wills Office Cumberland County Court House 1 Courthouse Square Carlisle, Pennsylvania 17013 Re: Estate of Louise M. Gillis Admin. No. 21-04-0051 Dear Register of Wills: Please find enclosed two copies of the Status Report for the above referenced Estate. Please clock-in both copies and place one in my mailbox for me to pick up at a later date. Thank you for your kind attention to this matter. Very truly yours, N (<J Charles E. Shields, III Attorney-At-Law I CESimjj Encl~Jfes (~J' . 1_._) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Louise M. Gillis Date of Death: January 13, 2004 Will No. Admin. No. 21-04-0051 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 X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No )( b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes)( No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. /Ibb~ Si~Y-~~ Date: (: N crJ Charles E. Shields, III, Esquire Name (Please type or print) 6 Clouser Road, Mechanicsburg, PA 17055 Address - -- c:) c; (. (717 ) 766-0209 Tel. No. (- :1 ,', Capacity: Personal Representative x Counsel for personal representative (MAH:rmf/AM3) if{; ,