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*'" i COMMONWEALTliOF
, ' 'PENtlSYLVANIA
OEPARTMENT OF REVENUE
DEPl 280601
HARRISBURG, PA 17128-0601
REV.1500 I
,
INHERITANCE TAX RETURN
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RESIDENT DECEDENt
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oeCEDfNTS,NAME IlAST. FIRST, 00 MlOOLE INlTIAl)
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DATE OF O~ffI (IotM-OO.YEARI
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(IF APPLICMLE) SURVMNG sPOllStS NAME ILAST, FIRST, AND MIDDLE INITIAL)
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OFlICIAL. USE ONLY
1/&;-/9"9-0'
FILE NUMBER 1
~~ - iJ.,j- .11 (J.,{lU
THIS ItITURtf M 1 II!: FILED IN DUPLICATE wItH TNF
RE ISlER OF WILLS
SOCIAl SECURIT NUMBeR
o 2. ~."I Relum I
o 41. ~utur9 ItIlil'lsC Compromite t(i:l1O III diaJlinr,z.ltfl
o 7.OecedenlMalnLalncdalivingTn.f;llAllxhCOjlyCIIT~
o 10, SpaUSfll PQnIty CredltIIlNlO!'IlMP'l~ lMl..1'.fWl HiS!
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FlAM NAME~"~1
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I. Ro~ E..... (Sened,IeA)
2, SIllCI<S 8Ild Boml. 1_ 8)
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3. Cloallly Hefd Corporatlon, PlJl'tIet1hio 01 Sole.-Proprielcnihip
. Moog." Notoc RIceIvable {Sd*ull 0)
5. Cash, SlInk ""posits & Mi6celltltOOUf Personsl Pn>>ert't
IScnedul. el
,
6. JO;M!I Qonod f'<oP<<llI$dwld.... F)
o SOpo<aIolllilloQ~
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7. 1nl8t-Vl'I!3~ Trans.," & MiIoIilAan8OUS Non.flfvbell Property
(ScneduIe G Of L)
8, T.... G\OD AlleI.l_lInes 1.7)
I. Funo"" e.p8Il...lAd_..... CotlI (Schod".")
10, CoOlS'" Oo_L "-lioblilies, & lI.... (Sc:tlOIMIl)
,
11. TOlalIled.-..(.....U...9&10}
i
1l. ...VoI!IOoIEt....(Unt 6_lJne 11)
o 3. Rell1.~rRetuml.lllftONfl,.,1D14.1U21
o 5. F~ Estare Ta.. Rerum Requited
_ 6, TolllI +-w of Sale 1lepm 80...
o l'.E1ec ntotaxunderSte.9113(A)lAlKnSd10l
COMPlET[ MAI~ING ADDRESS :
-g g b ~ (Ja.r k I\e 10<;,
Od~rJo ) I=C'13"Z-'i?Zh
(11
12)
13)
14)
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,,) 2'7'7 1'14
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(8)
(71
19)
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13. ~ ecv:t Goverrrnen1818tclulSUiSec: 8113 TI'\A for which 9n e1edlOl'l (0 lBX has nol. been
madol_J)
\4, MtI V... Subj.,... TIlL (Una 12 "",us Uno 131
SEE IIlSTRUCnONS ON ReVERSE S1DE'OR APPUCABlE RATES
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52
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". ~ of Lir1e '4 tuabll at the SQUualllalf
....It, OI'lltInsfers under Sot. 9116 (8)(1.2)
16. AmouPt oil'" ,.t taxable sllinNl tm9
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17. Amount ofLioe '''l:i1aab!e at siDling rttte
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18. ~oll.in814.wrabteIlCOll81,eralf318
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19. Ta Due
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1l.0_ (15)
I.Q_ (16)
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..15 (18)
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Irl1t=CK HE.Rt IF YOIJ M<F RrOUl:;ilING A REfUNU Ot- AN OVERPAYry'lt,NT
:/0.0
o IC'Al. USE ONL
P["; i
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-: , S (t)
::l I c;
1:1' I 0
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(II)
Pll
(131
~ ~'8 c./ f1:i, 9, cf J
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J 2 x/2,2,O, q1)
j35$/fJ', ~ I
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$ '315>)9.9J. 51_
~P:"
(6) .
(14)
12/14/01
10:18
REGISTER OF WILLS ~ 407 465 0442
~
. Decedent's Complete Address:
STREE DReSS
NO. 603
~03
CITY
113)
1~4)
1\5) 1> '2 [/ /) , tJ ' )
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(I )
B. Etlter I/1e lolal of Line 5. SA. This is 1Ile BALANCE DUE. i (~B)
Make Check Payable to: REGISTER OF WILLS, AGE~T
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PlEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X. IN THE APPROPRIATE BLOCKS
, I!
1. Did cIecedeIIt makoa lnlnsfer and: Yes
a. relain IIl8 use or income 01 the propeIty lren.fetnld;.......................................i..........................................,........ 0
b. ",lain lIIe righllo designate Who shaN use I/1e pmjlOrty rrans!erred or ils inalme; .................................+....... 0
0. "'lain a rev<ll'SiOnaly Interest; or.....................................................................+....................................... ........ 0
d. receive "'" promise lor liIe of eilher peyments. bonefits or <;ln1............................................................. ........ 0
. ,
2. If death oa:ufTed eller Oec8mbet 12, 1982, did deeedenI tran9fer ptlJpOIIy wllhiil one year oIdeaIh ,
witholrt reoeivtng edequate c:on.idmtion1 ..' .........",.....,...".... "......'"........."...." 'f..."..,,,............................... ....... 0
3. Did decedellt ""'" an 'n INS! for' or plfy8bIe ~ death bank llIXIllUnt or secIlnty at his 0< her death?.... ....... 0
,
4. Old decedent own an IrnflViduat Relimmenl AtMUnl, annuity, or o1het non-probafe llItJPOr\y _ r
<:onIains a beneIldaIydesignation? .....................................................................!................:........................ ....... 0 l2'I
,
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AN FILE IT AS PART OF THE RETURN.
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Under peltBlfJee of~, I dldnht ItIM eumlned 11;$ NIurfl, ~ sccomp.&n"", 1Ch__ ElI'd,tlIIImeJ\tI!l;, and CD III tle5101 my ~ andbeilt! "Is \!\le. C;Om;lt'l," Q)lfIp!ete.
OOdar.Itionof~oIterfl8l'llM ~~QtMlSOI'oaqlNorma1lof'lofwNchprfp3l'8'""8ny~.!
SIGNATURE OF PERSON RE~ONSIBlE FOR Fll.llIG RETURN A-- L / ! t1~ I[
..1Y\a(l.!l.jc,f'E'~'T ('" "0.1 ftJ f? 'lJ1.~A;!L.. 61- Qa_ '
IIODReSS . 'I
i(5(1,f, nQrle(lp ()('t\Jp ()r/<l.(lc!,li R=C 523'3[1
SIGWlTURE OF 1iRE~AReR OlHER THAN fI'1RE5fiIIt~ATlVE I
"177 ~,ovu..st-" 4-:Q..CL._~ I I
~SS ~
For dates of dea1h on or after July 1. 1994 end before J""".ry 1, 1995, iIIel8l< ralelmposed 01\ IheMlv8kJe oflml\Sfers 10000ror,,* use of llIe surviving spouse is J%
[/2 P.S. Si116 (a};l,l) (i)). i II
For dates of deaill on or _ January 1, 1995, the taXlate imllOsOd 01\ the net vatue of lranBlers 10 odor ill. use of tho $lIM~ spousol. 0% (72 P.S. 59116 (e) (11) (W
The slolulo does not ..Imol a lransfer to a suMving spouse "om lll~, wille Sl8IIl\Ct1 n!QUlfemlnts ~o' disclosure of as"" a1 filing I lax rotum Ire still applicable even
\he surviving .poo.....1he only bet>etIo1ery. I ~
For dates of deot. on or _fie( July 1, 2000' I'
The b1xl1ita impose<I M llIe net voluo of Ira""fera fIOITI a d.....ed _ _lY-<>IlO years of age or 1I"'n9"' _I doath to Of for use 0' a nalUral po'enl. an adoptive paror
or ..tapparln' of llIe child Is 0% (72 P.S. Si116(a)(1.2)).. i II
The IlIxI1ite imposed on llIe net volueoflrans!en; III 0< for llIe us& ofl/1e decedent's Nn..1 blneficiaries I~ 4.5%, .'ClpI.. noted In r P.S. 59116(1.2) (T2 P.S. S9116(o)(I}I.
, I .
The lax rale Imposld on ll1e net value of """siers ID 0< for me use of the _t.s oIbIll\9$ Is '2'1!o: [/2 ~.S. S9116(aX'.3)}. Ai~inu Is dellnetl, under Section 9102, as ,
individual who has 81 \east ooe parent In """"""" with the deceden!, wI1ell1er by blood or edopIJon, i . !I
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Tax Payments and Credits:
l. Tex Due (Page 1 Uno 19)
2. Credi1siPeyments
A. SpouseI _rty Ce<l"
B. Plfor peyments
C. lllseounl
34) I.[f.3 /1<
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ToIlllCledits(A+S+C) 1(2)
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3. '''''''''stlPenally if epplleaCle
D. Into...1
E.PenaIly
i
ToIlIlln\eIfiIIPenaIIy ( D + E )
4. If Line 2 ill Q109W than Uno I + Line 3, entet Ihe diffdloce, This is the llViVAYMENT.; .
Cheek ..... on Page f LillO 20 to tIlquesl a refUnd
5. If Une 1 . Line 31s gnII\er lllan Line 2, enter Ihe difference. Thill is the TAX DUE.
A En"" Ill. t_st on lha tax due.
(1)
'3'1' '7 03. 37.
3 '--fJ Cf (,3- 2':.6
No
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181
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81
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p8ce~rit's ,Complete Address:
I"'" ~oo'"
CITY
I STATE
I ZIP
Tax Payments and Credits:
1. Tax Due (Pagel Line 19)
2. CreditslPayments
A. Spousal Poverty Credij
B. Prior Payments
C. Discounl
(1)
Total Credits ( A + B + C ) (2)
~
3. InteresllPenally if applioable
D. Interes!
E. Penalty
TotallnteresllPenalty ( 0 + 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 Une 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)
.
A. Enter the interest on the tax due.
(SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
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: Ves No
a. relain the use or income of the property transferred:.......................................................................................... 0 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 0
c. retain a reversionary interest; or........................... .................................................................................... 0 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 0
2. If death occurred aner December 12, 1982, did decedent transfer property within one year of death
without receiving adequale consideration? .............................................................................................................. 0 0
3. Did decedent own an 'in trust for" or payable upon death bank acoount or security at his or her death? .............. 0 0
4. Did decedent own an individual Retirement Account. annuity, or other non.probate property which
contains a beneficiary designation? ................. .......................................................................................... 0 0
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 01 perju'Y, I declare that I 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 prepsrei' other than the personal representative Is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
For dates of death on or aner July 1, 1994 and before January 1, 1995, the tax rate imposed on the net vaiue of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)l.
For dates of death on or aner 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. S9116 (a) (1.1) (iill.
The statute does not exenmt 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 aner 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 chM is 0% [72 P.S. 99116(a)(1.2)).
The tax rate imposed on the net vaiue of transfers to or for the use at the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(I)I.
The tax rate imposed on the net value of transfers to or for Ihe 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 leasl one parent in common with the decedent, whether by biood or adoption.
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C_THorPENNSV,\IANIA
_TAM:!;;TAl( RETuRN
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SCHEDULE B
STOCKS & BONDS
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11,-,-,
ESTATEOJ'
FIlE IlIlMllER
All "'OI*\Y JObIli! ....... """ ..hI 01 ,...I>oIlhlp..1IIt lie _..,...... __ F.
ITEM , I I VALUE AT DATE
NUIoIBER I DESCRIPTION 01' DeAlt<
1. trf'eqsv('y 8, ,1ls I 2Q~oc>o/O
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SCHEDULE E I
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY I
~l.TH' I'SHN$YlIIAN,A
(NHER.fT~HCE TM R:efuAN
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ESTATE OF
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COlIMOHWEALTHfJf ~V_
_MANCE/TAX AETURll
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SCHEDULE F !
JOINTl Y.OWNED PROPERn'!
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ESTATE Cl'
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FR.E NUMlfR I
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$lJ/lVIVINGJ~~ JEH.\HT(SI.'ME .-ESS I AEtATiONSHlP TO oeCfOEHf
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JOINTLY -OWNED f'\OPER1"Y: ,
i.CTT&' 04" . ot~lPT()N OF PROfEA.TY Jc ~ll<' QAfEoPWTH
lIDO I'QRJOlNJ Il.oE lrCIuGenat'WaflinllltlC:itllllltti\lliDllW"",BO:l>>'II:""",*"tJI~~I"'l\lJITtIer. OAT!(lIl'QEATH (>&0'$ VAwEOf
",,1oI&E1l - JOINT dool"'_.......... I vAWE OF ASSET ~'fE.ftESl OEC!OE~l'S IHl'RES1
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COMMO"ffleA\.TI'IOF PE.Nt.l$YLVA,NIA
INHEA(TA:NCE TAX ReTuRN
RESlOENT Oiceoewr
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SCMEDULE H
fUNERAL EXPENSES &
ADMINISTIlATIVE COSTS
EST~TE OF
FILE NUIl.tA
ITEM
NUMBER
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B.
IIeIllI 01_'..... be 'Ill_on So_I,
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O~SCRIPTiON
iWOUNT
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FUNFRAL EXPENSES:
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ADMINISTRATIVe COSTS: j
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personal RepresenUlbvn CommiSSions
I' ...... of Porso..' A"'''''''"~'.('l .m q. (' <) Q '\ E'::i' \' 0. 'f / (J r
. Soeial5ecv.., _(.~El'" ...._, of P.""",I Aep...."'.~'O(.1 () C. cJ ~ 51 q (., 1""'5 [L
S...IA".... ::21~t~ 0,.. 1'1",,1"'<:' P\",I~ "
Cicy 6 ('(","d-!.) ~(. ._.___s..,.J~LZip 3Z1:5/h
V.i!('1 C<lInm_ Pakl; lJ;. '" f
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h) 000 ,00
/~ J 9"56- 9 '-I
2.
Attamey Fees
Po::t" 0 IC~
3. FanVfV ExemPllorr. (\1 ~', adOl'UllI not the hi",. a; tloimil.nt'll. atlll;1\ 8)Lp1l1'11
Claimant
Suoer Add....
(;il\'
R8ltllDna/llp of D_ ro DecodOll.
__Stfl.LZit>
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PtOOate FQfrs
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31.L{, 00
tz '5D, 00
"l<DO,60
5.
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7.
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TOTAL (AIS9 enter on line 9. R
(If more space ia ~. Ins.,. aOdl1lonal :I~ of U', lime aiU)
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17) b~ /'Y,"IL\
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SCHEDULE! I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & L1E~S
1 FILE NUMBER -I
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COt.l~Wf,~TH ptNNSYlVjl,NlA
l~I-lt.F\l\"KCE fAX REr\JR~
R srDel'iT CE NT
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Include untelmbLrsed medical e.-penle:S.
iTEM
NUMBER
1
D~SCRIPTtON
\lJI!.-S Ie,! Qa.1' K.' -Ap+-. I(jqlQnce
Y1-T <:\-'1 - Lo.n~ \) CSt~0c..e...
p Pc.
Y11o..r<1Q('vf T(),.~ (O\,<- - FC\.)l.e~
,:2.eSl s+e, ()~ LV III '2>
.(hCtl'q C'd' e..\-- G. Tc.y 10 if?-
Fe-../CeS a- c.opr'e.s
M~J'~ct('e;T Q, \O-.'{ (0(<...
FO<..te..-s
Es ta-l- e (Jf' f). GnQLA
FCl. ~ e. <;7
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SCHEDULEJ
BENEFICIARIES
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RElA~~p 10 Il€c~tlE.,
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AND AOOIlEsS OF ......."
TAXASlE DlpTAlBllT~S lincNcIe '-"-,:",,~SJ IlECEi~ING PROPERTY
\ 0Wight -...............,
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Sllffi DCAJ.Jfl AIIOUNTS FllIl OISTRI8UlIOIlSSItIlMlABOVE 011 lINES 15 THROUGH ", ASAPPIlOPRJA TE. ON V,5OO COVER SHEET
NON-TAXAflLETTIOIlS: I
..sPOUSAL OiS BUTIOIIIS UNDER SECTON 9'13 FOR WHICH"" ELECTION TO "JUS NOT r llADE
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TD5177 (DIlC.2fJOO)
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TREASURY
DIRECT.
www.treasurydlrect.gov
1-800~722-2678
1-617-994-5500 (Outside the U.S.)
M'];lill~l Nllrnb"l Or;1(;(\f"-;.)
STATEMENT OF ACCOUNT
Page 1 o. 5
I
YUII.. li-eu,wIJT]);,.rc/ (Hlicc
MARGARET GNAU TAYLOR EX U/W OF
DONALD V GNAU DE CD
8836 DARLENE DR
ORLANDO FL 32836
TREASURY lJlRElT
I'.(). BUX 660657
DALI.AS lX 7526(,.0(,57
1'I10NE: (800) 722.2678
PaYluenl In[Hnnutinn
2::;~6759723
i'aYlll~II(S llIatlt.: hy dil~d d~posillll:
WASIIINOTON MIJllJAI.
Routing NlIlI1h~r: 2670R4131
Nall1L' ~II Anollllt: J )ONf\1.1> V tiNAU l':S J
CHECKING Account Number: 387167XY23
IT.I.j'ho". N"","...: I (407) 87(,.0570 ul(407) 224.(,4(lO
ITax\lU)'C'" IdeutUk.,Uuu Nu:1
\1'axWllbholdlllgSI:ot"S:j No withholding
>:-.:::<,.:,.,.:>:.>~:'/_>-::'.:::'-':.-:,:< '-.':: '. :.'." :::
'-::.'....-:'..""":"".,:'.-:-,-::,'.':',".-:.".-'...-'".'::.-.-':'.---.""""--'
r"~1~" 1~~p;,.~~C'fi~~~~I:IU( :.~lllnbe..:
4800-680-3063 ~
]. 2-,\
$186,000'
To(all',,,. '" of 03101J1200 l:
...
--
M ~'I
1-0 ({~\ /\'~,:.l'
ACCOUNT HOLDINGS
"2-', _c' G
, ? )i' (' (J
CUSH','r
U..cl"ll'UO., '
M'lhlrlly 11:0(.',
V 912795FX4
BILL
03/15/01
V 912795FZ9
BILL
03/29/01
912795GC9
BILL
2. 04/19/01
A. , 912795GD7
'I BILL
~ 04/2,6/01
91Z795GE5
BILL
OM03/01
01
10,000
01
10,GOO
01
3,000
01
lO~OOO
01
10~00O
snmn. i'iEXT
IU;(NV. l'AnIE:'iT
.;I'urdulst.' No. ''j'(\r1U i).alt.'
. J.rk('/$100 T~pl'
of 1':lt C%) AlUollnl
10,000 09/14/00 96.9B9 6.226 5.955 03/15/01
Par
10,000.00
10,000 09/28/00 96.974 6.258 5.985 03/29/01
Par
10,000.00
3,000 01/18/01 98.681 5.361 5.220 04/19/01
Par
3~OOO.OO
10,000 01/25/01 98.113 5.229 5.090 04/26/01
Par
10~OOO_oo
10,000 02/01/01 98.741 5.114 4.980 05/03/01
Par
10,000.00
IF YOU HAVE QUESTIONS CONCERNING THIS STATEMENT, PLEASE CONTACT YOUR TrE'<1suryDirectOFFrCE AND PROVIDE YOUR ACCOUNT NUfABER
TO 5~77 ,OQC, 2.0(0)
1v!.1i1i1l9 Numb!?1 O~1()()(l-~'
.. STATEMENTOFACCOUNT
Page 2 of 5
r..e/lslI/J'IJi,.,.,.t Acclllml NlIlIlher:
..,.. ".....-... ,--..,..-............. "..,' ...
4800-680-3063 I
SECUlUTY SUJI-.\CCOUNT SCIIEIJ. "'EXT
Hlm'l'\'. ",\DIE"'T
J'urd'lISI.' YMdl Ills. . No. .'J\WIU lh,h."
l'rIce/S1011 Jbh~' Itllle 'J)-pl.'
ofl'nr (~~l (%) Amount
912795GKl 01 10,000 12107100 97.048 &.10 5.840 06/07/01
BILL Par
06/07/01 10,000 10,000.00
912795GM7 01 15,000 12/21/00 97.139 5.907 5.&&0 06/21/01
BILL Par
06/21/01 15,000 15,000.00
912795HA2 01 13,000 01/04/01 97.290 5.58& 5.360 07/05/01
BILL Par
07105101 13,000 13,000.00
912827500 01 5,000 03/311'9 99.774 4.'95 a3/31/01
4 718 NOTE W 01 Par and Interest
03/31/01 5,000 5,12-1.68
9128275E8 01 5,GOa 04/30/99 99.9&8 5.017 04/30/01
5 NOTE X 01 Par and Interest
04/30/01 S,OOO 5,125.00
.128275111 01 5,000 0&/011'9 99.878 5.315 05/31101
5 114 NOTE Y 01 Par and Interest
05/31/01 5,000 5,131.25
9128275J7 01 5,000 06/30/99 99.993 5.754 06/30/01
5 314 NOTE Z 01 Par and Interest
0&130/01 5,000 5,143.75
9128275L2 01 5,000 08/0219' 99.'17 5.544 07/31/01
5 112 NOTE AB 01 Par and Interest
07/31/01 5,000 5,137..50
'128275P3 01 5,000 08/31/" '9.893 5.557 08/31/01
5 1/2 NOTE AC 01 Par and Interest
08/31/01 5,000 5,137..50
9128275Ql 01 5,000 09/30/9. 99.925 5.&&5 03/31101
5 518 NOTE AD 01 Interest
09/30/01 5,000 140.&3
9128275R. 01 5,000 11/01/99 99,888 5.'35 04/30/01
5 7/8 NOTE AE 01 Interest
10/31/01 5,000 146.88
IF YOU HAVE QUESTIONS CONCERNING THIS STATEMENT. PLEASE CONTACT YOUR TreasuryOlfec/OFFICE AND PROVIDE YOUR ACCOUNT Nut..lBER
TO 51ii (09C.2000)
Mailing NIII1I!l-?r: {)'Y1(}f!",
TreaslIIJ'Dire,'f A<<olllll NlIlIIhcl':
4800-680-3063 ~
5T ATEMENT OF ACCOUNT
Page 3 of 5
S()Il..\CClIl.1NT SCIIEIl.
IlI':INV...
lsSUl' l'ul.l;h~\s~ YIl'\lI' Uise-. No.' 'j't'tlU
U:lll' Ptit'l'l$100 . nltl(' Ral"
orl':,r (''Ia) (%)
912827ZC5 01 5}000 11/30/99 99,868 5.946
5 7/8 NOTE Q 01
11/30/01 5/000
912827ZEl 01 5/000 12131/99 99.800 6.233
6 1/8 NOTE R01
12/31101 5}000
9128275X6 01 5/000 01/31100 99.891 6.434
6 3/8 NOTE R 02
01131/02 5,000
9128276A5 01 5,000 02129/00 99.834 6.59
6 112 NOTE S 02
02/28/02 5.000
912827683 01 5,000 03/31/00 99.852 6.58
6 112 NOTE T 02
03/31102 5,000
9128276C1 01 5,000 05/01/00 99.798 6.484
6 3/8 NOTE U 02
04/30/02 5,000
9128276E7 01 5,000 05/31/00 99.772 6.749
& 5/8 HOlE V 02
05/31/02 51000
9l28276F4 01 5,000 06/30/00 99.800 0.483
6 3/8 NOTE W 02
06/30/02 S,OOO
9128276110 01 5,000 07/31/00 99.937 6.284
6 114 NOTE X 02
07131102 5,000
9128276K3 01 5,000 08/31/00 99.854 6.204
6 118 NOTE Y 02
08/31102 5,000
912827611 01 5}000 10/02/00 99.995 6.002
6 NOTE Z 02
09/30/02 5,000
;>i~:XT
... PAnlE,YI
ll.lll('
Type.'
A I1wll III
05/31/01
Interes\
14&.88
06/30/01
In\erest.
153.13
07/31101
Int.erest
159.38
08/31101
Interest
1&2.50
03/31101
Interest
162.50
04/30/01
Interest
159.38
05/31/01
~nterest
1&5,63
Ob/30/01
Interest
159.38
07/31/01
Interes-t.
156.25
08/31/01
Interest
153.13
03/31101
Interest
150.00
IF YOU HAVE QUESTIONS CONCERNING THIS STATEMENT. PLEASE CON-rACT YOUR TreasuryDirectOFFICE AND PROVIDE YOUR ACCOUNT NUMBER
'W ~'77 (Dlle, 2000)
f,.!.III1I1\1 NII!III"'i 1)"1,',1.'
STATEMENT OF ACCOUNT
Page 4 of 5
l'r('t'sllJ)'pin~dA.,ccollnt, N IImhel":
4800-680-3063 ~
SEClJIUTYSUIl-.\CCOUNT
SCII E/).
IU~INV;
~EXT
1'.\BIK'iT
9128273L4 01
5 3/4 NOTE N 02
10/31/02 5,000
9128276QO 01
5 1/8 NOTE AD 02
12/31102 5,000
1sSU4..~ ).urdwst.' Yi<l<lI lUst Nu. It.'flU
V.lh.' J)rk,,'I$lOO Unt". Ible
ur l'Olr (%) t'%)
5,000 10/31/00 99.823 5.845
U:lt{'
TYJlt.'
Amolllll
04/30/01
Int.erest.
143.75
5,000 01/02/01 99.990
5.13
06/30/01
Intoe:rest
128.13
TRANSACTION IIISTORY
J'or 03/05/20\11 to 03/09/2001
:~Cgi:I:lllill.g l)_aIJl...lilll~~_:('u:
I OJ/U5/ZIHIl ~ ..
I
$O~
Amoullt
J~fI"'l'1 ,un I'M" Hal;wn.'
03/05/01 912795fX4 BILL 03/15/01 Transfer- In
03/05/01 912795fZ9 BILL 03/29/01 Transfer In
03/05/01 912827500 4 7/8 NOTE W 01 Transfer In
03/05/01 912795GC9 BILL 04/19/01 Transfer In
03/05/01 912795G07 BILL 04/26/01 Transfer In
03/05/01 9128275E8 5 NOTE X 01 Transfer- In
03/05/01 912795GE5 BILL 05/03/01 Transfer In
03/05/01 9128275H1 5 114 NOTE V 01 Transfer- In
03/05/01 912795GKl BILL 06/07/01 Transfer In
03/05/01 912795GN7 BILL 06/Z1I01 Transfer In
03/05/01 9128275J7 5 3/4 NOTE Z 01 Transfer In
03/05/01 912795HA2 BIll 07/05/01 Transfer In
03/05/01 9128275L2 5 112 NOTE AB 01 Transfer In
03/05/01 9128275P3 5 1/2 NOTE AC 01 Transfer In
03/05/01 9128275Ql 5 5/8 NOTE AD 01 Transfer In
+10,000
"'10,000
+s,ooo
+3,000
HO,OOO
+5,000
+10,000
+5,000
+10,000
"'15,000
+5,000
t13,OOO
+5,000
+5,000
+5,000
IF YOU HAVE QUESTIONS CONCERNING THIS STATEMENT. PLEASE CONTACT YOUR TreasuryDlrectOFFICE AND PROVIDE YOUR ACCOUNT NUMBER
I U ~\ 77 ~U<lC. "2.(\Q(\}
Moll/111l1 NlIIill''', (1'.111.'1'
!"ItI~~'rJ:'/~ir(~ct:_J~~t.fJlln(, Nnmbe,r: ; I
4800-680-3063 ~
STATEMENT OF ACCOUNT
Page 5 of 5
J'I~,"IU(,~I,l-~IUOUJlt:.,l!':~~~f(."'t oul'nt U;'(UUH'
03/05/01 9128275R9 5 7/8 NorE AE 01 Transfer In +5,000
03/05/01 9128272C5 5 7/8 NorE Q 01 Transfer In +5,000
03/05/01 9128272El 6 1/8 NOTE R 01 Transfer In +5,000
03/05/01 9128275X6 6 3/8 NorE R 02 Transfer In +5,000
03/05/01 9128276A5 6 1/2 NOTE S 02 Transfer In +5,000
03/05/01 912827683 6 1/2 NorE T. 02 Transfer In +5,000
03/05/01 9128276C1 6 3/8 NorE u 02 Transfer In +5,000
03/05/01 9128276E7 6 5/8 NorE V 02 Transfer In +5,000
03/05/01 9128276F4 6 3/8 NOTE II 02 Transfer In +5,000
03/05/01 9128276HO 6 1/4 NOTE X 02 Transfer In +5,000
03/05/01 9128276X3 6 1/8 NOTE y 02 Transfer In +5,000
03/05/01 9128276L1 6 NOTE Z 02 Transfer In +5.000
03/05/01 9128273L4 5 3/4 NorE N 02 Transfer In +5,000
03/05/01 9128276QO 5 1/8 NOTE AD 02 Transfer In +5,000
I $186,OOol
IMJ'ORTANT MESSMa:
TREASURYDlRECT HAS A NEW TOLL-FREE CUSTOMER SERVICE NUMBER:. 1-800-722-2678. YOU CAN USE THE
NUMBER INSIDE TilE U.S. TO MAKE A PURClIASE. REINVEST YOUR SECUIU'IY. OR ClIECK YOUR ACU1UNT
BALANCE THROUGIl TREASURY DIRECT ELECTRONl<' SEll. Vl<'FS. AND TO OBTAIN AUCTION INFORMATION.
ORDER FORMS, OR SPEAK TO A CUSTOMER SERVl<'E REPRESENTATIVE. OUR "TOLL" NUMBER FOR AU 'ESS
OUTSIDE THE U.S. IS: 617-994-5500.
IF YOU HAVE QUESTIONS CONCERNING THIS STATEMENT, PLEASE CONTACT YOUR Trf>,1suryDIfp.ctOFFICE AND PROVIDE YOUR ACCUUNT NUU8ER
- -
REV-2500 EX + (6-00) '-" OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 0012
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Gnau, Donald V. 178-07-6380
DECE- DATE OF DEATH (MM-DD-YEAR) T DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
12/14/00 5125/1916 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
3. Remainder Return
CHECK ~ ,. Original Return ~ 2. Supplemental Return B (date of death prior to 12-13-82)
APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required
(dale of death after 12-12-82)
PRIATE 6. Decedent Died Testate 7. Decedent Maintained a LIving Trust 8. Total Number of Safe Deposit Boxes
(AttachcopyofWiil) (Attach 3copyofTrust)
BLOCKS 9. litigation Proceeds Received 10. Spousal Poverty Credit (date of death between 0 11. Election to tax under Sec. 91 13(A)
12-31-91 and 1-1-95) (Attach Seh 0)
tHl$'$l$tJ(j~~$t<I;l~.C9Ml!li!!tEO;All;COllllE~N!)I$t@E.iCP~~I[)lO",fl#l..:rAAINl;$lll\<1AtlPN;\iI'/Ol!!;.Dl'lEOlllECtI$I1TO;
NAME COMPLETE MAILING ADDRESS
COR- Richard C. Snelbaker, ESQUire 44 West Main Street
RE- FIRM NAME (If Applicable) Mechanicsburg, PA 17055
SPON & Snare,
DENT Snelbaker, Brenneman P.C.
TELEPHONE NUMBER
717-697-8528
~C ?FFICIAL ujIJ ONLY
1. Real Estate (Schedule A) (1) ~F 8 ??~
2. Stocks and Bonds (Schedule B) (2) 250, 520 .~ ,,) C'
3. Closely Held Corporation, Partnership ar Sole-Proprietorship (3) NODe. ::>::
4. Mortgages & Notes Receivable (Schedule D) (4) None ~
5. Cash, Bank Deposits & Miscellaneous Personal N
(5) 128,110.45 0
Property (Schedule E)
6. Jointly Owned Property (Schedule F) :J=>
0 Separate Billing Requested (6) NoOO \D
}'> '. 0
RECA- 0
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7) 6,811.82
8. Total Gross Assets (total Lines 1-7) (8) 385,442.70
9. Funeral Expenses & Administrative Costs (Schedule H)(9) 34,261. 82
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I] (10) 2,028.60
". Total Deductions (total Lines 9 & 10) (11) 36,290.42
12. Net Value of Estate (Une 8 minus Line 11) (12) 349,152.28
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13) None
has nol been made (Schedule J)
14. Net Value SubJect to Tax (Line 12 minus Line 13) (14) 349,152.28
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amountof Line 14taxableatthespousaltax
rate, ortransfersunderSec. 9116(a)(1,2) X.O (15)
TAX 16. Amownt of Line 14 taxable at jil'1eal rate 347,441.08 X .0 45 (16) 15,634.85
- 0.00
COMPU- 17. Amount of line 14taxableatsibling rate 0.00 X .12 (17)
TATION 18. Arnounto1line 14 taxable at collateral rate 1,711.20 X .15 (18) 256.68
19. Tax Due (19) 15,891. 53
20. 0 I Cil!':P!<tllOll.li;/lfVOlJ MI;\ IlI;\Q!)I::.$#1lG A FlI$l1NO j:;)j;;ANOVllIl.PA'lJ\lI;\Nf!
\LD I'1Cj 3
<9-If-
>> BE SURE TO ANSWER ALIL QUESTIONS ON PAGE 2 AND.RECHECK MATH<<
o PA15001
NTF 29755
COP'Iflght 200Cl GreatlandlNe\co LP - Forms Sottware Only
PA REV-1500 EX (6-00)
Decedent's Com lete Address:
STREET ADDRESS
36 Falcon Court
Page 2
li::Mer Allen Townshi
CITY
Mechanicsb
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2, Credits/Payments
A. Spousal Poverty Credit
8. P(lor Payments
C. Discount
, OJmberland ct
STATE
PA
ZIP
17055
(1)
15,891. 53
34,703.32
1,709.32
Total Credits (A + B + C)
(2)
36,412.64
3 Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E)
4. \1 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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check
(3)
0.00
20,521.11
(4)
(5)
(SA)
(5B)
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred:
b. retain the right to designate who shall use the property trans1erred or its income;
c. retain a reversionary interest; or. .
d. receive the promise for li1e 01 either payments, benefits or care?
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties 01 perjury, I declare that I 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 Information 01
which preparer has any knowledoe.
SIGNATURE OF PERSON RESPONSIBLE FOR FiliNG RETURN D TE
A Ib
3.
4.
Yes No
~ I
~ ~
E.<l
o
ADDRES
44 West
tached
R OTHER THAN REPRESENTATIVE
DATE
~ ( fo?,
ADDRESS
See Sc
SIGNATURE
Street,
PA
on or lIse
\12 P.S. 5 9116 (a) (1. 1) (i)).
For dates of death on or after Ja.nuary 1,1995. the tax rate is Imposed on the net value of transfers to or for the use of the surviving spouse is 0%[72 P,S. S 9116 (a.}(1.1)(ii)],
The statute rlnp.~ nnt p.xAmpt a transfer to asurvivlng spouse from tall, and the s';atu';ory requirements for disclosure at assets and filing a tax retiJrn are still applica.ble even
if
the surviving spouse is the only benefiCIMY.
For dates ot death onorafterJuly 1,2000:
The tall 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 n,ltural pareflt, all adoptive parent,
orastepparentofthe child IS 0% [72 P,S.99116(a)(1.2)].
The tax rate Imposed on thl! net va.lue of transfers to or iorthe use of ';he deceoent's lineal beneficiaries IS 4.5%, except as noted in 72.P.S. 99116(1.2) [72 P.S.!i9116(a)(l)J.
'Ile tax rate imposed on the net value of transfers to or tor the use of the decedent's siblillgs is 12% [72 P.S. 99116(a}(1.3)J. A Sibling IS defined, under Section 9102, as an indiVidual
who has at least one parent in common With the decedent, whether by blood oradoptlon.
o PA15002
NTF 29756
COP'IrigM 2(1(1(1 GreatlandlNelco l.P - Forms Soitware Only
Estate of: Donald V. Gnau
21-2001-0012
The following person(s) are signing the return as representative(s) of the estate:
Margaret G. Taylor
8836 Darlene Drive
Orlando, FL 32836
REV~1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ibnald V. GnaU
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-2001-0012
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 Treasury Direct accOilllt #
4800-135-6333
249,000.00
2 United States Savings Bond,
10 Series E bonds, $25.00
face value (see attached
list)
1,239.75
3 United States Savings Bonds,
Freedom share Series, face
value $25.00
280.68
7 CPA31
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
250,520.43
NTF 10905
REV-1,508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
EST ATE OF FILE NUMBER
D:mald V. Gnau 21-2001-0012
Include proceeds of litigation & date proceeds were received by the estate. All prop. lolntly-owned with right of survivorship must be disclosed on Sch. F.
ITEM VALUE AT
NO DESCRIPTION DATE OF DEATH
1 M&T Bank, checking account #2678022902
2 M&T Bank, savings account #15004198276478
3 M&T Bank, savings account #15004200600317
4 Waypoint Bank, guaranteed rroney fund,
account #0020026672
3,563.74
5,016.49
34,559.86
45,160.32
5 Waypoint Bank, focus 50, account
#0090619677
6,223.90
6 Meml::€rs First Federal Credit Union,
savings, account #101249-00
2,026,87
7 Meml::€rs First Federal Credit Union,
investment savings, account #101249-05
28,172.22
8 Meml::€rs First Federal Credit Union,
checking, account #101249-11
2,825.75
9 Equitable Life, final pension payment due the Decedent
461. 30
10 Household Goods bequested to Margaret Taylor
100.00
TOTAL (Also enter on line 5, Recapitulation) $
(It more space is needed, insert additional sheets at the same size)
128,110.45
7 CPA81 NTF 10908
REV-1,51G EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Conald V. GnaU
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-2001-0012
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
NO,
DESCRIPTION OF PROPERTY
INCLUDE NAME OF THE TRANSFEREE, THEIR
RELATIONSHIP TO DECD & DATE OF TRANSFER
ATTACH COpy OF THE DEED FOR REAL ESTATE,
DATE OF DEATH
VALUE OF ASSET
% OF EXCLUSION
DECD'S (IF
INTEREST APPLICABLE)
TAXABLE VALUE
1 Allfirst, golden age
checking, account
#09400-5027-8, account opened
jointly with Margaret Taylor in May
2000
1,186.33 100.00
0.00
1,186.33
2 Allfirst, money market,
account #09400-5028-6, account
opened jointly with Margaret Taylor
in May 2000
6,091.41 100.00
3,000.00
3,091. 41
3 First Union, IRA, account
#531300248441852
100.00
2,534.08
I
i
7 CPAG1
NTF 10910
TOTAL (Also enter on line 7, Recapitulation) $
{Ii morE! space is needed, insert addi1ional sheets of the same size)
6,811.82
'::olJvr"lht "nr-rs ,,,,.ottw,'H~ Only. 1997 N""co. !re
REV-1511EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Donald V. GnaU
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2001-0012
Debts of decedent must be reported on Schedule J
ITEM
NO. DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 Myers-Hamer Funeral Home, Inc. , funeral services 1,250.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's CommiSSions 18,956.94
Name of Personal Representative(s} Marqaret G. Taylor
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address 8836 Darlene Drive
City Orlando State FL Zip 32836
Year(s) Commission Paid:
2. Attorney Fees 0.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 314.00
5. Accountant's Fees 0.00
6. Tax Return Preparer's Fees 0.00
See Schedule attached
Total from continuation pagels) 13,740.88
TOTAL (Also enter on line 9, Recapitulation) $ 34,261. 82
(If more space (s needed, insert additional sheets 01 the same size)
7 CPA11
~ITF ; n 9 1 ~
Estate of: Donald V. Gnau
SGlEDULE H, PART B -- Administrative Costs
Item
No.
Description
7
Pat O'Connor, Esquire, retainer paid for legal
services
8 Charlie Shields, attorney services
9 Snelbaker, Brenneman & Spare, P. C., legal services to date of
April 23, 2003
10 Register of Wills, Short Certfiicates
11 Washington Mutual Bank, check printing fee
12
Margaret G. Taylor, reimbursement for phone expenses
on behalf of the estate
13 Margaret G . Taylor, reimbursement for costs advanced
for faxing legal papers to attorney on behalf
of the estate
14 Mailtoxes, pcstage expense
15 Kinko's, photocopy legal papers for attorney
16 Register of Wills, filing fee for Inheritance Tax Return and
additional probate fee
17 U. S . P . S ., pcstage expenses
18 Margaret G. Taylor, cash advanced to Jane S. OWen for
preparation of 2001 Fiduciary Income Tax returns
19 US Air, Executrix air travel expenses for flight to pennsylvania
to handle Decedent's affairs
20 Reserve for the following costs associated with the
administration of Decedent's estate:
a. Accounting fees:
$700.00
b. Filing fees:
$300.00
TOrAL. (Carry forward to main schedule) . . . . . .
Page 2
21-2001-0012
Arrount
4,286.30
199.50
7,542.50
15.00
11.75
22.64
28.23
10.07
9.00
50.00
17.39
80.00
468.50
1,000.00
13,740.88
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Donald V. Gnau
Include unreimbursed medical expenses
ITEM
NO,
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-2001-0012
DESCRIPTION
AMOUNT
1 Wesley Park:, rent due on apartment,
account payable
70.31
2 AT&T, phone service, account payable
16.58
3 PPL, electric service, account
payable
5.80
4 Internal Revenue Service,
Individual Income Tax due for year
2000
1,073.01
5 AT&T, check: written by Decedent for phone services, account
payable
5.92
6 Wesley Park: Townhouses, check: written by Decedent for apartment
rent, account payable
660.00
7 Mastercard, check: written by D2cedent for credit card balance,
account payable
186.68
8 Check: printing costs paid by Decedent, account payable
10.30
7 CPA12 NTF t0912
TOTAL (Also enter on line 10, Recapitulation) $
(It more space is neetled, insert additional sheets 01 the same size)
2,028.60
r.Qovriqht For'l1s SQitware Onlv, 1997 Nelco, lac
REV-,1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
D:mald V. Gnau
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I, TAXABLE DISTRIBUTIONS (include oulright spousal distributions)
1 Margaret G. Taylor
8836 Darlene Drive
Orlando, FL 32836
2 Barbara Meyers
10 Wiltshire East
Carlisle, PA 17013
3 Isabel Gnau
Country Club Heights, #3 Rehabilitation Way
Apt. 504
Woburn, MA
4 Bernice Gnau
9306 W. Hidden Valley, Circle N
Sun City, AZ 85351
*** Please see attached Statement
of Explanation ***
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Daughter
Daughter
Sister-in-law
Sister-in-law
21-2001-0012
AMOUNT OR
SHARE OF ESTATE
175,497.97
171,943.11
855.60
855.60
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
7 CPA13 NTF 109,3
TOTAL OF PART" n ENTER TOTAL NON-TAXABLE DISTRIBUTiONS ON LINE 13 OF REV 1500 COVER SHEET $
0.00
COPVrlght i:arms Software Onlv. 1997 Nelco.lr':.
(\1 more space \s needed, insert additional sheets of the same size)
SCHEDULE J - BENEFCIARIES
Explanation of Residuary Distributions
The prior Inheritance Tax Return filed on December 18, 2001 contained an error in the
interpretation of the Decedent's Will with respect to the distribution of the residuary estate.
Article II (Disposition of Property); paragraph B (Residuary Estate) disposes of 1.00% of
the residue (not 100%). Margaret G. Taylor, Decedent's daughter is entitled to 0.50% (il2 of
1 %); Isabel Gnau, Decedent's sister-in-law is entitled to 0.25% (114 of 1%); and Bernice Gnau,
Decedent's sister-in-law is entitled to 025% (l14 of 1%).
Therefore, 99% of the residuary estate is not disposed by the Will, and passes under the
intestate laws to Decedent's heirs.
The Decedent was survived only by two (2) children: Margaret G. Taylor and Barbara
Meyers. Accordingly, these persons are each entitled to 48.5% of the residue.
LAST WILL AND TESTAMENT
OF
DONALD V. GNAU
I, Donald V. Gnau, of Mechanics burg, Pennsylvania, revoke my former Wills and Codicils
and declare this to be my Last Will and Testament.
ARTICLE I
IDENTIFICATION OF F AMIL Y
[ am not currently married to anyone.
The name of my child is Margaret G. Taylor. All references in this WilI to "my children"
are references to the above-named children.
The failure of this Will to provide for any distribution to my child, Barbara Meyers, is
intentional.
/'
ARTICLE II /
PAYMENT OF DEBTS AND EXPENSES
I direct that my just debts, funeral expenses and expenses of last ilIness be first paid from
my estate.
!i
,
ARTICLE m
DISPOSITION OF PROPERTY
A. Specific Bequests. I direct that the following specific bequests be made from my
estate. However, such bequests (other than bequests, if any, to my children) shall be made
only if my children do not survive me.
_______ 1. 4 Oak Captain's Chairs shall be distributed to Margaret G. Taylor. If this
_______ beneficiary does not survive me (or is not in existence), this bequest shall be
~uted with my residuary estate.
2. I Eight Day Spring Clock from Warrenton Connecticut shall be distributed to
Margaret G. Taylor. If this beneficiary does not survive me (or is not in
existence), this bequest shall be distributed with my residuary estate.
3. I Sailing Ship Painting Still Life with Globe and books by Charles Cerney shall
.p
:/
be distributed to Margaret G. Taylor. If this beneficiary does not survive me (or is
not in existence), this bequest shall be distributed with my residuary estate.
4. 1 Trolley Car Picture by Dough Kragrian shall be distributed to Margaret G.
Taylor. If this beneficiary does not survive me (or is not in existence), this bequest
shall be distributed with my residuary estate.
5. Le Follet (2 ladies in gowns) by Jean Toulouse shall be distributed to Margaret
G. Taylor. If this beneficiary does not survive me (or is not in existence), this
bequest shall be distributed with my residuary estate.
6. Peasant Lady carrying a Basket Picture with Boat in Background shall be
distributed to Margaret G. Taylor. If this beneficiary does not survive me (or is
not in existence), this bequest shall be distributed with my residuary estate.
7. 1 Seascape with Rocks Picture shall be distributed to Margaret G. Taylor. If
this beneficiary does not survive me (or is not in existence), this bequest shall be
distributed with my residuary estate.
8. 1 Inlay Card Table shall be distributed to Margaret G. Taylor. If this
beneficiary does not survive me (or is not in existence), this bequest shall be
distributed with my residuary estate.
9. 1 Wooden Filing Cabinet shall be distributed to Margaret G. Taylor. If this
beneficiary does not survive me (or is not in existence), this bequest shall be
distributed with my residuary estate.
10. 1 Barometer shall be di:ftributed to Margaret G. Taylor. If this beneficiary
does not survive me (or is not in existence), this bequest shall be distributed with I
my residuary estate.
11. 1 Small Level (5" long) shall be distributed to Margaret G. Taylor. If this
beneficiary does not survive me (or is not in existence), this bequest shall be
distributed with my residuary estate.
12. 1 4' Round Table plus Matching End Tables shall be distributed to Margaret
G. Taylor. If this beneficiary does not survive me (or is not in existence), this
bequest shall be distributed with my residuary estate.
13. 1 Old Fashioned Floor Radio (4' high by 3' wide) shall be distributed to
Margaret G. Taylor. If this beneficiary does not survive me (or is not in
existence), this bequest shall be distributed with my residuary estate.
14. 1 Sunrise Picture shall be distributed to Margaret G. Taylor. If this
beneficiary does not survive me (or is not in existence), this bequest shall be
/,/,
//
,/
distributed with my residuary estate,
15, My remaining tangible personal property shall be distributed to Isabel Gnau,
If this beneficiary dOes not survive me (or is not in existence), this bequest shall be
distributed to Bernice Gnau, If this beneficiary does not survive me (or is not in
existence), this bequest shall be distributed with my residuary estate,
B. Residuary Estate. I direct that my residuary estate be distributed to the following
beneficiaries in the percentages as shown:
0,50% - Margaret G, Taylor, Orlando, Florida, If this person or organization does
not survive me (or is not in existence), this share shall be distributed
proportionately to the other distributee(s) listed under this provision.
0.25% - Isabel Gnau, \,J 0 b\A.I.N , ~ If this person or
organization does not survive me (or is not in existence), this share shall be
distributed proportionately to the other distributee(s) listed under this provision,
0.25% - Bernice Gnau, S"u. (i ,A"Z. If this person or
organization does not survive me (or is t in existence), this share shall be
distributed proportionately to the other distributee( s) listed under this provision.
Percentages Total - 1.00%
ARTICLE IV
NOMINATION OF EXECUTOR
~
I nominate Margaret G. Taylor, of Orlando, Florida, as the Executor, without bond or
security.
,
ARTICLE V
EXECUTOR POWERS
My Executor, in addition to other powers and authority granted by law or necessary or
appropriate for proper administration, shall have the right and power to lease, sell,
. mortgage, or otherwise encumber any real or personal property that may be included in
my estate, without order of court and without notice to anyone.
My Executor shall have the right to administer my estate using "informal", "unsupervised",
or "independent" probate or equivalent legislation designed to operate without
unnecessary intervention by the probate court.
/
ARTICLE VI
MISCELLANEOUS PROVISIONS
A. Paragraph Titles and Gender. The titles given to the paragraphs of this Will are
inserted for reference purposes only and are not to be considered as forming a part of this
Will in interpreting its provisions. All words used in this Will in any gender shall extend to
and include all genders, and any singular words shall include the plural expression, and
vice versa, specifically including "child" and "children", when the context or facts so
require, and any pronouns shall be taken to refer to the person or persons intended
regardless of gender or number.
B. Thirty Day Survival Requirement. For the purposes of determining the appropriate
distributions under this Will, no person or organization shall be deemed to have survived
me unless such person or entity is also surviving on the thirtieth day after the date of my
death.
C. Liability of Fiduciary. No fiduciary who is a natural person shall, in the absence of
fraudulent conduct or bad faith, be liable individually to any beneficiary of my estate, and
my estate shall indemnifY such natural person from any and all claims or expenses in
connection with or arising out of that fiduciary's good faith actions or nonactions as the
fiduciary, except for such actions or nonactions which constitute fraudulent conduct or
bad faith.
D. Intentional Er:clusion. The failure of this Will to provide for any distribution to the
following person(s) or organization(s) is intentional: Barbara Meyers
E. Beneficiary Disputes. If any bequest requires that the bequest be distributed between
or among two or more beneficiarieshhe specific items of property comprising the
respective shares shall be determined by such beneficiaries if they can agree, and if not, by
my Executor.
I
IN WITNESS WHEREOF, I have subscribed my name below, this
, 19_
day of
Donald V. Gnau
We, the u}ldersigned, hereby certifY that the above instrument, which consists of
lD pages, including the page(s) which contain the witness signatures, was
signed in our sight and presence by Donald V. Gnau (the "Testator"), who declared this
instrument to be hislher Last Will and Testament and we, at the Testator's request and in
the Testator's sight and presence, and in the sight and presence of each other, do hereby
fJ
/
subscribe our names as witnesses on the date shown above.
Witness Signature:
,":,. ,J ./
~"-"',..A. t<-.......""-'\A.--
S7
Name:
City:
State:
r;,VN It.. fL. !;: fA{ C,H
HEC 11111'((cs. au e. Cn
p(./
Witness Signature:
~
~
,
-
Name:
City:
State:
J~..lJ.'''''' ....5t.4lf/,..t..
M. ;~~}, 1 h"J
Pennsylvania Self-Proving Clause
Commonwealt of Penns~lvania
County of . v"", b (.V ,~d.
I, Donald V. Gnau, Testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will; that I signed it willingly and as my
free and voluntary act for the purposes therein expressed.
!i
S~r affirmed to and acknowledged before me by Donald V. Gnau, the Testator, this
day of ::J U'I"U , t9- :2C'Cc;!
I
(SEAL)
0~/r~
Donald V. Gnau
(Testator)
~4t4I ;fd2c
(Signature of officer) V
NotI\lIllISeaI
RonaJd L V-. ~.PubIlC
Lower Pax\Otl1Wp.o Dau .n County
My Commission Expires rcl'1 S. 200.1
Mp.rnbflr. Pennsvlwnia .A.ssociation of NotarieS
/7
,
Affidavit
,
Commonwealth Of~IV:t~
County of C er
We, and the witnesses
whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw Testator sign and
execute this Will as his/her Last Will; that the Testator signed willingly and executed it as
his/her free and voluntary act for the purposes therein expressed; that each of us in the
hearing and sight of the Testator signed the Will as a witness; and that to the best of our
knowledge the Testator was at that time 18 or more years of age, of sound mind and
under no constraint or undue influence.
Sworn or aftirmed to and subscribed to before me by
witnesses, this _ day of
and
19 .
Witness Signature:
Name:
City:
State:
~
,
Witness Signature:
Name:
City:
State:
(SEAL)
(Seal & Official capacity of officer or state
of admission of attorney)
~
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of DO/ll,4LD V G-N.4U No.;L ,- 6/- oolZ
also known as To:
Register of Wills for the
, Deceased. County of all t11!38t(UI//j? in the
Social Security No. J 70 -() 7,-6 )2'0 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitionerW, who is/.af€ 18 years of age or older an the executt2./-x
in the last will of the above decedent, dated ~(;/Je 2-~,
and codicil(s) dated
named
, ~ /.000
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C U I"Y1I3~L,4Alj;) County, Pennsylvania, with
h I'~ last family or principal residence at:?6 .FAl..wt\.) COUIJ..T, 1H6C1tf1-lUd2SP.{//2.Gr)
LulJ-' e ,I;:: I--~ CL ~ III) "w P, / .
(list street, number and muncipality)
Dec~ndent, then ?f't/ years of age, died Df3CL-h1~ i Lf , 19: -:J.oo (") ,
at HoLV Sf..?'//2.Tf /+CIS PI 07 L-. c;.Amf'J HIL- L , ~ .
Except as follows, decedent did n~t marry, was not d(vorced and did 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
situated as follows: No tv.e
$ 3~D.I 019 0
$
$
$
WHEREFORE, petitioner(s) respectfully ~ue~s) th<:. probate of the last will and codicil(s)
presented herewith and the grant of letters -( t;;;. 5 I J4 VV\ t::=/Ur /f;2. Y
(testamentary; administration c.La.; administration d. b.n.c.La.)
theron.
'~a~~~g J~
r'Y\ 0li' 51 a c ?" -r ~ (\ r.t L-t11J... ,/ I !J r
'? -r; ~ {,.., () IA (' \ en p~ (:\ Q :
o a ! A-^~n (') ) r-:-L ().f2 I ()4
2 '9 .'1 t,
~
en
'V'
u
<::
<l.l
~3
<l.l ...
e<:<l.l
<::
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roo;::
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a 0
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Cii
.?J1a~~Y 4. :/ =yt,
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I so.
COUNTY OF G[WillERLAND 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 according to law.
swo,rn to or affirmed.. ,and S.,ubscribe d {/}J1Cu4fi~!/- d \.~ ';;::1/ V)
bef e me this "q./~ day pf ---r ~ ~.
"1'0 {.., .;ll1)O , ~
y) l:eJiu (i. r 0 VJI J , (!../1, .j.~~ ,-b.~ ~
"'J g _~ I 1J..VJC~fj Register ~
/ ~ - I
No. 21-01-0012
Estate of DONALD V. GNAU
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JANUARY 4 ~2001 , 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 JUNE 28, 2000
described therein be admitted to probate and filed of record as the last will of
DONALD V. GNAU
and Letters TESTAMENTARY
are hereby granted to
MARGARET G. TAYLOR
, 1
7J/dt-y (/. ,xLI-AA (//f {( /l. -#~~ (lLrY~
/ / -- ~
Register of Wills
FEES
Probate, Letters, Etc. ......... $ 770 00
Short Certificates(8 ) . . . . . . . . .. $ 24.00
~ .J::~:rM.f~.~ .?. $ 15.00
JCP $ 5.00
TOTAL _ $ 314.00
Filed .~~.u.~~~. .2.~~. ~.~~~...............
G. PATRICK O'CONNOR (64720)
ATTORNEY (Sup. Ct. I.D. No.)
3105 OLD GETTYSBURG RD.
CAMP HILL. ptDDRESS 17011
717-737-7760
PHONE
MAILED LETTERS AND ORDERS TO ATTORNEY JANUARY 4, 2001
HIOS.HO') RFV 9/H()
21-01-0012
T'1is is to certify that the information here given is correctly copied from an original certificate of death du!y: flIed with
local Registrar. The original certificate will be forwarded to the State Vital Records Office for pern1:ltlenr hllI1g.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
J.{ti'r::r{H'Dr~I;;----
/.;;.\..y/---~-!f4' .,.-_
, "' ~~/ ,-:'cf',_";.
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li:li/ ..~\~~\
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\. ~'\ . '~II'
.,..,. ~', /<.~,/
~_ -Yllr~;--" <.. ~'\,. ,I
~,:,;I7ENi \)'",1,.,1'
~
~ ~,~~-V-
Loca! Registrar if
fee for rhis certifIcate, 52.00
P 7022358
nrr, 2 3 200D
[)ate
Aev 2187
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
Cumberland
E. Pennsboro
2.
Male
SlAlE FILE: ~UM8E:A
SOCIAl. SECUAtT't' NUMBER
3. 178 _ 07
e)'C>
N.AME Of DECEDENT Ifl~s;M;ddie~------'-~--- .-.------~--------------- SO--
I.
AGE (La.- 81ltt\day)
Donald V. Gnau
UNDER 1 'EAR
Monttaa OaV-
UNDER' DIIiI
Hours Minut..
8tRTHPlACEIC.t'tOlnd PlACE(1'OEATHICf\eQQ(OIyI)l'\8-- .,;ee,nsl1uct~()(\~..,.~
Sial. Of fcretg(l COURtlVI HOSPITAL:
lnpallenl t.;J] ERI~tl.nl 0 OOA 0
1. ...
F'ACIUT'Y NAME <" noI \NI1'tubOn. gl...e s1rHt and numbefl
=",.0
84
'"
S.
COUNTY OF OE..<f'H
Ie.
RACE - Am4tncan Indian, Slack, While. Mc;.
,-)
White
OECEDENl.S USUAL OCCUMIOH
(~~~.;':O':;:::2r~
..o. Pro]. cngmeer "b~ronautics
OECEDE.Nl'S MAILING ADDRESS (SIr... CltytlOwn. SIaIB. ZlpCodel DECEDeNT'S
36 Falcon Court ~~~~NCE
Mechanicsburg, PA 1 7055 ~~~n:(~
...
FATHER'S NAME (FIl"SI. MIddI.. lasll
1..
17.. Stal.
Pennsylvania
I);d
--
Mlfte
-..;pl 17..0 :'.;...--=':::01
UOTHER'S NAME iFIIs). Middle. MalOeO Sulf1ame)
11. Margaret Edwards
'IlFOAMA.!'T"S .......UNO <\POAESS (SIr.... CtlyllOwn. ~.lio~) 32836
8tl36 Darl.ene Dr., Orl.anao, FLA
hotAFUlAl STATUS. Wattled
N..... Man'., W\dOwed,
o.-_(Spedy,
Widowed
Lower
SURVIVING SPOUSE
(II _. 9'\4' m..o.n name.
.....
17b. Coun
Cumberland
...-..
If.
INFORMANT'S NAME (TypelPIIOt~
Percy Gnau
Margaret G.
....-0
. 21..
_uRE OF FUNE
UETHOO OF DlSPOSlllON
8YNl 0 C.....,~ """""o""'5I.r.O
Olho< IS""""'"
PLACE OF OI$POS1TIQH. N..... of Cemeter" C.ematory
01 Othef Plac.
lOCRIOH . CilylTown. 5I....lio ~
22b.
To Ihf bot 01 my know5edge, dealh OCGucred a\ U\6 tIme, da1. and place slaled
(S9nalu,e and r die)
12-23-00
LICENSE NUMBER
012755-L
21c.
Eas t Harrisburg Crffil.
NAME AND AOORESS OF FACILITY
22c. Myers-Harner fli,
lICENSE NUMBER
21.. Harrisburg, PA
1903 Mkt. St., CH, PA 17011
DRE SIGNED
(MclnI\. Day, 'Mar)
"__ 24-2e muet be Q)mpIeJtIod by
plIQOn who ptOnOI..IflCM dNlh
230.
TI....e OF DEATH
.3 : ~Sq
:l..eov
23b. 23c.
V4'S CASE REFERRED TO MEDICAL EXAUINERlCORONEA?
"'.~ FD
NoD
....DlAl! CAJJe (FIl'\iI
dISelIN Of conddlOO
r~lndMth)---+
>I.
I Apptoximare
i=:--==
I
i
PART H:
Other'~ condiIiore conIributing 10 death, but
noli rnufting in the undertytnQ c:auM QMIn in PI\RT \.
~.. conditions
H.....-.v.J"'_
cauM. Eruet UNDERLYING
CAUSE jOlseQe OIlllJUry
W\al~~
f-*lQ W1 OMIhllAST
71
7 BJ.....r
') ~ tK;:
'7 I V\Ul~
WM AN AUTOPSY
PERfORMED?
TIME OF INJURY
INJURY AT WOAK? DESCRIBE H<7N INJURY OCCURRED.
......a1
.-"'.,.
o
o
o ~C€ OF INJURY. Al home. tarm. str..1, factory, office
bulkfing, -'c. ISpeeIlV)
....
Y.. D NoD
-......
Pending. tn~'9auQ-n
No
'" D
NoD
M. 3Oc:.
...0
Suicide
Could not be delermlned
lOCATION (Streel. Cd't'lTown, ~.)
_. ".".
CERTIF~R tCt'oecK on,;, ~)
.CERTIFYING PHVSICIAN (Ph;oclan cerblytng cause d deatfl when anOlhet' phvSIC..n has pronounced deal" ana completed Item 23)
To.....t 0'"'1 know~, de.th occurTed d\M:" ~ c:;auh(s) and ma,..ner.. .t.ted. . .
>t.
~
'PRONOUNCING AND CERTIFYING PH'f'StcIAN (Phy'!iIC~ boll'> ".)t::mouflCorlg tJedlh dnd certllVlng to cause 01 (je.Uhl
To the tN.1 01 my knowfed~l't, deeth occuffed allhe dine. dale,.lnd pl~e. .lrn1 due to I.... UUN..) and menne... .eeled.
'MEDICAL EXAMINER/CORONER
On the b..I. 01 ellam;n.Uon .ndlor investigation, in my opinion, death occurred at the time, date, .lnd place. and due IQ the nuse(.).nd
mann.r..sl.t8d..,. .........,..
31..
33
I.Jl~/~
()d
..
21-01-0012
LAST WILL AND TESTAMENT
OF
DONALD ~ GNAU
I, Donald V. Gnau, of Mechanics burg, Pennsylvania, revoke my former Wills and Codicils
and declare this to be my Last Will and Testament.
ARTICLE I
IDENTIFICATION OF FAMILY
I am not currently married to anyone.
The name of my child is Margaret G. Taylor. All references in this Will to "my children"
are references to the above-named children.
The failure of this Will to provide for any distribution to my child, Barbara Meyers, is
intentional.
/'
ARTICLE II
PAYMENT OF DEBTS AND EXPENSES
I direct that my just debts, funeral expenses and expenses of last illness be first paid from
my estate.
ARTICLE III
DISPOSITION OF PROPERTY
A. Specific Bequests. I direct that the following specific bequests be made from my
estate. However, such bequests (other than bequests, if any, to my children) shall be made
only if my children do not survive me.
.~.~~--
~-. .--~~-....."...
1. 4 Oak Captain's Chairs shall be distributed to Margaret G. Taylor. If this
beneficiary does not survive me (or is not in existence), this bequest shall be
'CIistributed with my residuary estate.
2. 1 Eight Day Spring Clock from Warrenton Connecticut shall be distributed to
Margaret G. Taylor. If this beneficiary does not survive me (or is not in
existence), this bequest shall be distributed with my residuary estate.
3. 1 Sailing Ship Painting Still Life with Globe and books by Charles Cerney shall
"
be distributed to Margaret G. Taylor. If this beneficiary does not survive me (or is
not in existence), this bequest shall be distributed with my residuary estate.
4. 1 Trolley Car Picture by Dough Kragrian shall be distributed to Margaret G.
Taylor. If this beneficiary does not survive me (or is not in existence), this bequest
shall be distributed with my residuary estate.
5. Le Follet (2 ladies in gowns) by Jean Toulouse shall be distributed to Margaret
G. Taylor. If this beneficiary does not survive me (or is not in existence), this
bequest shall be distributed with my residuary estate.
6. Peasant Lady carrying a Basket Picture with Boat in Background shall be
distributed to Margaret G. Taylor. If this beneficiary does not survive me (or is
not in existence), this bequest shall be distributed with my residuary estate.
7. 1 Seascape with Rocks Picture shall be distributed to Margaret G. Taylor. If
this beneficiary does not survive me (or is not in existence), this bequest shall be
distributed with my residuary estate.
8. 1 Inlay Card Table shall be distributed to Margaret G. Taylor. If this
beneficiary does not survive me (or is not in existence), this bequest shall be
distributed with my residuary estate.
9. 1 Wooden Filing Cabinet shall be distributed to Margaret G. Taylor. If this
beneficiary does not survive me (or is not in existence), this bequest shall be
distributed with my residuary estate.
10. 1 Barometer shall be distributed to Margaret G. Taylor. If this beneficiary
does not survive me (or is not in existence), this bequest shall be distributed with
my residuary estate.
11. 1 Small Level (5" long) shall be distributed to Margaret G. Taylor. If this
beneficiary does not survive me (or is not in existence), this bequest shall be
distributed with my residuary estate.
12. 1 4' Round Table plus Matching End Tables shall be distributed to Margaret
G. Taylor. If this beneficiary does not survive me (or is not in existence), this
bequest shall be distributed with my residuary estate.
13. 1 Old Fashioned Floor Radio (4' high by 3' wide) shall be distributed to
Margaret G. Taylor. If this beneficiary does not survive me (or is not in
existence), this bequest shall be distributed with my residuary estate.
14. 1 Sunrise Picture shall be distributed to Margaret G. Taylor. If this
beneficiary does not survive me (or is not in existence), this bequest shall be
. .
distributed with my residuary estate.
15. My remaining tangible personal property shall be distributed to Isabel Gnau.
If this beneficiary does not survive me (or is not in existence), this bequest shall be
distributed to Bernice Gnau. If this beneficiary does not survive me (or is not in
existence), this bequest shall be distributed with my residuary estate.
B. Residuary Estate. I direct that my residuary estate be distributed to the following
beneficiaries in the percentages as shown:
0.50% - Margaret G. Taylor, Orlando, Florida. If this person or organization does
not survive me (or is not in existence), this share shall be distributed
proportionately to the other distributee(s) listed under this provision.
0.25% - Isabel Gnau, \,J . b\A.I.N , ~ If this person or
organization does not survive me (or is not in existence), this share shall be
distributed proportionately to the other distributee( s) listed under this provision.
0.25% - Bernice Gnau, Suo ,g If this person or
organization does not survive me (or is t in existence), this share shall be
distributed proportionately to the other distributee(s) listed under this provision.
Percentages Total - 1.00%
ARTICLE IV
NOMINATION OF EXECUTOR
I nominate Margaret G. Taylor, of Orlando, Florida, as the Executor, without bond or
security.
ARTICLE V
EXECUTOR POWERS
My Executor, in addition to other powers and authority granted by law or necessary or
appropriate for proper administration, shall have the right and power to lease, sell,
. mortgage, or otherwise encumber any real or personal property that may be included in
my estate, without order of court and without notice to anyone.
My Executor shall have the right to administer my estate using "informal", "unsupervised",
or "independent" probate or equivalent legislation designed to operate without
unnecessary intervention by the probate court.
. f ~..
ARTICLE VI
MISCELLANEOUS PROVISIONS
A. Paragraph Titles and Gender. The titles given to the paragraphs of this Will are
inserted for reference purposes only and are not to be considered as forming a part of this
Will in interpreting its provisions. All words used in this Will in any gender shall extend to
and include all genders, and any singular words shall include the plural expression, and
vice versa, specifically including "child" and "children", when the context or facts so
require, and any pronouns shall be taken to refer to the person or persons intended
regardless of gender or number.
B. Thirty Day Survival Requirement. For the purposes of determining the appropriate
distributions under this Will, no person or organization shall be deemed to have survived
me unless such person or entity is also surviving on the thirtieth day after the date of my
death.
C. Liability of Fiduciary. No fiduciary who is a natural person shall, in the absence of
fraudulent conduct or bad faith, be liable individually to any beneficiary of my estate, and
my estate shall indemnify such natural person from any and all claims or expenses in
connection with or arising out of that fiduciary's good faith actions or nonactions as the
fiduciary, except for such actions or nonactions which constitute fraudulent conduct or
bad faith.
D. Intentional Exclusion. The failure of this Will to provide for any distribution to the
following person(s) or organization(s) is intentional: Barbara Meyers
E. Beneficiary Disputes. If any bequest requires that the bequest be distributed between
or among two or more beneficiaries, the specific items of property comprising the
respective shares shall be determined by such beneficiaries if they can agree, and if not, by
my Executor.
IN WITNESS WHEREOF, I have subscribed my name below, this day of
,19_.
Donald V. Gnau
We, the updersigned, hereby certify that the above instrument, which consists of
lD pages, including the page(s) which contain the witness signatures, was
signed in our sight and presence by Donald V. Gnau (the "Testator"), who declared this
instrument to be his/her Last Will and Testament and we, at the Testator's request and in
the Testator's sight and presence, and in the sight and presence of each other, do hereby
.l>
subscribe our names as witnesses on the date shown above.
Name:
City:
State:
s;;:~"'-~ Ku..~'VV
f:vN fL 1L.. ~ IN c,Yf
Hf-c H liNter;;. au t- en
p~
~7
Witness Signature:
Witness Signature:
~
PL.
J..
-
Name:
City:
State:
Jr-{ J. 0 " .5:I!..d. q "'.e.
M~tAll^}d k~
f~
Pennsylvania Self-Proving Clause
Commonwealt of Pennsylvania
County of ,VJ"I'... \'t.v 'tUo.....cl
I, Donald V. Gnau, Testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will; that I signed it willingly and as my
free and voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged before me by Donald V. Gnau, the Testator, this
;Zg+ldayof J Ut'\.1- , +9- 2~~
(SEAL)
~~~
1../
Donald V. Gnau
(Testator)
~at24 J~
(Signature of officer) 0
Notarial Seal ,
Ronald L. Velez, Notary ,publiC
Lower paxton Twp., Dauphin County 1
My Commission Expires March 5, 200.
~p,rY1bp,.r, Pennsvl\l~nia I\SsnciatiOI1 of Notanes
. .
..
Affidavit
Commonwealth of~lvat~
County of C er
We, and the witnesses
whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw Testator sign and
execute this Will as his/her Last Will; that the Testator signed willingly and executed it as
his/her free and voluntary act for the purposes therein expressed; that each of us in the
hearing and sight of the Testator signed the Will as a witness; and that to the best of our
knowledge the Testator was at that time 18 or more years of age, of sound mind and
under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by
witnesses, this _ day of
and
19
Witness Signature:
Name:
City:
State:
Witness Signature:
Name:
City:
State:
(SEAL)
(Seal & Official capacity of officer or state
of admission of attorney)
r;
~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Donald V. Gnau
Date of Death:
12/14/00
Will No.
2001-00012
PA. No.
21-01-0012
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule
5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries
ofthe above-captioned estate on OS/29/01
Name Address
Bernice Gnau 9306 West Hidden Valley Circle N., Sun City, AZ 85351-1314
Isabel Ganu #3 Rehabilitation Way, Country club Heights, Woburn, MA 10801
Barbara Meyers 10 Wiltshire East, Carlisle, PA 17013
Margaret G. Taylor 8836 Darlene Drive, Orlando, FL 32836
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except_
None
Date:
12/02/99
/~~
/
SIgnature
Telephone
G. Patrick O'Connor, Esq.
3105 Old Gettysburg Road
Camp HilL PA 17011
(717) 737-7760
Name
Address
x
Personal Representative
Counsel for personal
representative
Capacity:
JRD/June 30,1992/17858
Estate No.: 21-01-12
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of Donald V Gnau
Late of Lower Allen Township
NO.
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Margaret G Taylor
Counsel for Personal Representative: G Patrick O'Connor
Date of Grant of Original Letters: January 4, 2001
Date of Delinquency Notice: April 14, 2001
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on April 9, 2001, and that the ten (10)
day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Date: May 25, 2001
@.~
. Lewis, Registe
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
,YII
A hearing is scheduled for ~ at9~.}d in Courtroom No.3. If the Certification of Notice is
filed prior to the hearing dJ'e, {h~ hearing will automatically be c celled.
Geor
o\"; ~ cs- 60'" 0 (
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DTVIS/ON
DEPT. Z80601
HARRISBURG, PA 17128-0601
COHNONNEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTHENT
REV-I;93 EX AFP (01-03)
RICHARD C SNELBAKER ESQ
~4 N HAIN STREET
HECHANICSBURG PA 17055
DATE O~-ZZ-ZO0~
ESTATE OF GNAU
DATE OF DEATH 12-14-2000
FILE NUHBER Z1 01-001Z
COUNTY CUHBERLAND
ACN 101
Amount
DONALD
V
HAKE CHECK PAYABLE AND REHIT PAYNENT TO:
REGISTER OF NILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credi~ to your account, submit the upper portion of ~his form w/th your ~ax payment.
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1593 EX AFP (01-03)
ESTATE OF GNAU
#~ INHERITANCE TAX RECORD ADJUSTNENT ~
DONALD V FILE NO. 21 01-001Z ACN 101 DATE 04-ZZ-ZO0~
ADJUSTHENT BASED ON: BOARD OF APPEALS REFUND
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
~. Nortgages/No~ces Receivable (Schedule D) (q)
5. Cash/Bank Deposits/Nisc. Personal Property (Schedule E) (5)
6. Jointly O~ned Property (Schedule F)
7. Transfers (Schedule G)
8. Tote1 Assets
DEDUCTIONS AND EXENPT]ONS:
9. Funeral Expenses/Admlnis~ra~ive Costs/
Niscelleneous Expanses (Schedule H)
10. Debts/Nortgage Liabilities/Liens (Schedule
11. Total Deductions
12. Nat Value of Tax Return
250~520.~3
.00
128~110 .~,5
15.
1~. Nat Value of Estate Subject ~o Tax
TAX:
15. Amount of Line 1~ e~ Spousal rate
16. Amount of L~ne 1~ taxable at Lineal/Class A rate
17. Amount of Line lq at Sibling rata
18. Amount of Line lq taxable at Collateral/Class B rata
19. Principal Tax Due
K~C~IYl UI~UUNI
NUNBER INTEREST/PEN PAID (-)
(6)
(7)
q~Z77.7q
Z ~ 53~. 08
385,~2.70
(9)
(10)
34,261.82
2,028.60
(11) 36;290.qZ
(la) 3~9z152.28
TAX CREDITS:
~'AYIqI'M I
DATE
03-1~-2001
12-18-Z001
07-28-2003
Char/table/Governmental Bequests; Non-ale(ted 9115 Trusts (Schedule J)
(15) . O0
(lq) 349; 152.28
AAq78171
CD000683
REFUND
(15)
(16)
(17)
(18)
IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
794.58
.00
.00
.OOX O0 = .00
3~7~4~1.08x 0~5= 15~634.84
.OOX 12 = .00
lz711.ZOX 15 = 256.68
(19) 15~891.5Z
ANOUNT PAID I
34,463.25
240.07
59.13-
TOTAL TAX CREDIT I 35,q~8.77
BALANCE OF TAX DUE] 19,5~7.25CR
INTEREST AND PEN. .00
TOTAL DUE 19,547.~5CR
( IF TOTAL DUE IS LESS THAN $1~ NO PAYNENT IS RE~UIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCT/ONS.)
BOARD OF APPEA.I..S .
DEPT. 281021
HARRISBURG, PA 17128-1021
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
RICHARD C SNELBAKER ESQ
44 W MAIN STREET
MECHANICSBURG PA 17055
IN RE ESTATE OF:
GNAU DONALD V
DOCKET NO.:
TAX TYPE:
APPEAL TYPE
FILE NUMBER:
ACN:
APPRAISEMENT:
PETITION FILED:
EXAMINER:
MAILING DATE:
0320643
Inheritance
Refund
2101-0012
101
3/11/2002
10/7/2003
LISA GARLAND DIAZ
Direct Dial: (717) 772-3736
Fax: (717) 787-7270
Email: Idiaz@state.pa.us
April 15, 2004
DECISION AND ORDER
Petitioner has submitted documentation that supports the following changes to the
original inheritance tax return:
1) The deletion of First Union Acct. No. 531300248441852, reported as item 1
on Schedule E in the amount of $2,545.02, as that IRA was also appraised and
assessed as item 3 on the Supplemental Schedule G.
2) The date of death value of M & T Bank Acct. No. 15004200600317,
reported as item 2 of Schedule E, should be reduced from $56,527.52 to
$34,559.86.
3) The date of death value of Waypoint Bank Acct. No. 0020026672, reported
as item 3 on Schedule E, should be reduced from $45,498.09 to $45,160.32.
4) The date of death value of M & T Bank Acct. Nos. 2678022902 and
15004198276478, collectively reported as item 4 on Schedule E, should be
reduced to $3,563.74 and $5,016.49 respectively.
5) The date of death value of Members First Federal Credit Union Acct. No.
101249, reported as item 5 of Schedule E, should be deleted and replaced by
Members First Acct. Nos. 101249-00, 101249-05, and 101249-11 in the amounts
of $2,026.87, $28,172.22 and $2,825.75 respectively.
GNAU DONALD ~/
BOARD DOOKET NO. 0320643
Page 2 of 2
6) The taxable value of decedent's interests in AIIfirst Bank Acct. Nos. 09400-
5027-8 and 09400-5028-6, collectively reported as item 1 on Schedule F, should
be decreased to $4,277.74, the $7,277.74 combined date of death value of the
accounts less one $3,000.00 exclusion.
Petitioner has also established that only $1,711.70 or one-half of one percent of the net
probate estate passed to collateral heirs at the 15% rate
Accordingly, it is hereby, Ordered that the petition for refund is granted-in-part. The
Department is directed to reduce the taxable value of Schedule E and Schedule F property,
as appraised and assessed March 11,2002, to $121,425.25 and $4,277.74 respectively.
The Department is also directed to increase that portion of the resulting $349,152.28 net
estate subject to tax at the 4.5% lineal rate to $347,440.58 and reduce the portion taxable at
the 15% collateral rate to $1,711.70. It is further Ordered that a refund be issued for the
resulting overpayment, plus interest if appropriate.
FOR THE BOARD OF APPEALS
GERARD J. SALLAVANTI, CHAIRMAN
JOSEPH R. SLEEK, MEMBER
ANY APPEAL FROM THIS DECISION MUST BE FILED WITH THE BOARD OF FINANCE
AND REVENUE, 1101 SOUTH FRONT ST., SUITE 400, HARRISBURG, PA 17104,
WITHIN NINETY (90) DAYS OF THE MAILING DATE OF THIS DECISION. TELEPHONE
(717) 787-2974
A CASH REFUND CHECK WILL BE MAILED TO YOU BY THE BUREAU OF INDIVIDUAL
TAXES.
IF YOU REQUIRE THIS INFORMATION IN AN ALTERNATE FORMAT UNDER THE
PROVISIONS OF AMERICANS WITH DISABILITIES ACT OF 1990, PLEASE CALL (717) 783-
3664, OR FOR SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND SPEAKING
NEEDS: 1-800-447-3020 (TT ONLY)
STATUS RI{PORT UNDER RULE 6.12
NameofDecedent: Donald V. Gnau
DateofDeath: December 14, 2000
Will No.: 21-01-0012
Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Oq>hans' 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
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 __x No [i]
b. The separate Orphans' Com-t 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 [i] No [~]
Date:
Co
Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed w~ the Clerk of the Orphans' Court
and may be attached to this rp>dy//llii2~
Richard C. Snelbaker
Name
Capacity:
44 West Main Street
Mechanicsburg, PA 17055
Address
(717) 697-8528
Telephone No.
[-'] Personal Representative
~-~ Counsel for personal representative
SPARE
ESTATE NO. 21-01-0012
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY MARGARET G. TAYLOR, EXECUTRIX
OF THE ESTATE AND UNDER THE LAST WrLL AND TESTAMENT
OF DONALD V. GNAU, DECEASED, LATE OF LOWER ALLEN
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
Margaret D. Taylor, Executrix aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
DATES EXECUTRIX NOTICE ADVERTISED:
Cumberland Law Journal
Patriot-News Co.
FIRST AND FINAL ACCOUNT
PERSONALTY - PRINCIPAL ACCOUNT DEBITS
Decembe
January 4,
January 26 ~bruary 2 §. 2001
January 23, 30i Februar~ 2001
The Accountant charges herself with the receipt of the Decedent's personalty,
goods and chattels as set forth in her inventory heretofore filed in the amount of:
The Accountant claims the following additional receipts:
Pat O'Connor, return of unused portion of retainer paid for legal services
2. First Union IRA, account # 531300248441852, disbursement
3. Internal Revenue Service, refund on income tax
4. Colonial Healthcare, insurance refund
5. Equitable Life, pension payment
6. Member's First Federal Credit Union, visa credit
7. Veridian, insurance refund
8. Commonwealth of Pennsylvania, refund on Inheritance Tax
9. Margaret G. Taylor, repayment of advanced distributions
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
PERSONALTY - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Washington Mutual Bank, check printing fee
2. Wesley Park, apartment rent
3. AT&T, phone service
4. PPL, electric service
5. Margaret Taylor, reimbursement for phone expenses
6. Register of Wills, short certificates
7, Margaret Taylor, reimbursement for probate expenses
8, Margaret Taylor, reimbursement for costs advanced for fax expenses
9, Mailboxes Etc,, postage expenses
10, Kinko's, photocopy expenses
11. Pat O'Connor, retainer paid for legal services
12. Treasury Direct, annual fee
13. Register of Wills, Inheritance Tax
14. Register of Wills, filing fee for Inheritance tax return and additional probate fee
15. Charlie Shields, attorney fees
16. Register of Wills, Inheritance Tax
17. Margaret Taylor, Executrix Commission
18. AT&T, phone service, check number 593 written by Decedent from M&T Bank account #2678022902
19. Wesley Park Townhouses, rent, check number 692 written by Decedent
from M&T Bank account #2678022902
20. Mastercard, credit card payment, check number 594 written by Decedent from
M&T Bank account 82678022902
21. Check order, check written by Decedent from Member's First Federal Credit
378,169.58
1,713.70
571.41
300.00
1,833.00
461.30
3.43
19,606.38
25,941.12
428.621.51
$ 11.75
70.31
16.58
5.80
22.64
1500
314.00
28.23
31.19
9.00
6,000.00
25.00
240.07
50,00
199,50
34,463.25
18,956.94
5.92
660.00
186.68
10.30
Page 1 of 8
& SPARE
Union account #1 O1249-11
22. US Air, Executrix flight to Pennsylvania to handle Decedent's estate
23. Myers-Harner Funeral Home, funeral service
24, U.S, Postal Service, mailing expenses
25, Register of Wills, filing fee for Supplemental Inheritance Tax Return
26, Snelbaker, Brenneman & Spare, P,C., legal services to 4/23/03
27, Advance distributions made to Margaret G, Taylor:
a. 2/28/01, advance distribution
b, 2128/01, advance distribution
c. 4/20/01, advance distribution
d, 7/26/O1, advance distribution
e. 7/31/01, advance distribution
f. 8/6/01, advance distribution
g, 9/6/01, advance distribution
h, 5131/02, advance distribution
Items to be paid subsequent to confirmation of Final Accounting:
28, Snelbaker, Brenneman & Spare, P.C,, costs advanced for copies at Register of Wills
29. Snelbaker, Brenneman & Spare, P.C,, attorney services
30. Reserve for filing fees, accounting costs and other fees associated with the administration
the Decedent's estate
[The foregoing reserve amount is estimated on the assumptions (a) that income
received for the current tax year will be distributed in-kind to beneficiaries without
payment of or reserve for actual taxes, and (b) that no litigation will result from
exceptions to this accounting. If the final distribution is delayed for any reason
which wilt require the actual payment of income taxes or if litigation develops
requiring additional expenses, Executor reserves the right to withdraw this
accounting or amend it to reflect both additional income, income taxes
and/or litigation costs and expenses.]
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
PERSONALTY - INCOME ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the following
Income from the investment of Personalty Principal:
1. Treasury Direct, interest on bonds/notes
2. United States Savings Bonds, interest
3. Washington Mutual Bank, estate account #198-884237-4
4. Washington Mutual Bank, estate account #199-813872-1, interest to11/21/02
5. Washington Mutual Bank, estate account #179-1486520-3, interest to 12/2/02
6. Sun Trust, estate account #0766766758681, interest to 12/4/02
7. M&T Bank, account #15004200600317, interest
8. M&T 9ank, account #15004198276478, interest
9. Waypoint Bank, account # 0020026672, interest
10. Waypoint Bank, account # 0090619677, interest
11. Member's First Federal Credit Union, account #101249-00, interest
12. Member's First Federal Credit Union, account #101249-05, interest
13. Member's Frist Federal Credit Union, account #101249-11, interest
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY-INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
1. Internal Revenue Service, income tax due on 2000 final individual tax returns
2. Internal Revenue Service, additional tax payable due to an adjustment by IRS
on 2000 final individual tax returns
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
Page 2 of 6
31408,45
2711.14
30,OO0.O0
42.35
14,O43.06
30,OO0.00
40,000.00
50,000.00
468.50
31.60
15.00
7,542.50
198,205.00
7.00
2,625.O0
272,966.76
10,O45.87
40.98
7.97
2,686.34
1,769.38
3,156.94
113.46
110.43
337,77
7.03
8.59
164.03
4.78
$ 18,453,56
$ 785.00
288.01
1,073.01
LAW OFFICES
SNELBAKER
BRENNEMAN
& SPARE
REAL ESTATE - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of DecedentIs
Real Estate as set forth in her Inventory heretofore filed in the
amount of:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following
items from Real Estate Principal Account:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
REAL ESTATE - INCOME ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the
income from the investment of Real Estate Principal Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, DERITS:
REAL ESTATE INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
From the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
Page 3 of 8
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
SNELeAKE~
BRENNEMAN
PERSONALTY:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOMEACCOUNT:
Debits
Credits
Balance
TOTALPERSONALTY
REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL REAL ESTATE:
TOTAL FOR DISTRIBUTION:
RECAPITULATION
Page 4 of 8
9272,966.76
$ 18,453.56
$ NONE
$ NONE
$ NONE
$ NONE
$ 155,654.75
$ 17,380,55
$ NONE
NONE
$ 173,035.30
$ NONE
$ 173,035,30
LAW OFFICES
SNELBAKER
BRENNEMAN
STATE OF FLORIDA )
COUNTY OF
Margaret G. Taylor, being duly sworn according to law deposes and
says: that she is the Executrix of the Estate and under the Last Will and
Testament of Donald V. Gnau, Deceased; that she is the Accountant herein;
that the foregoing is a true and complete accounting of her administration of
said Estate; that the attached list or schedule [*] contains the names,
addresses and amounts due unpaid creditors who have given proper notice
of their claims; that the attached list or schedule [* *] contains the names and
addresses of all persons interested in the distribution of said Estate; and that
the facts set forth herein are true and correct to the best of her knowledge.
information and belief.
Sworn to and subscribed before
SS.
M~a~garet O. Taylor, Executrix
..,~,.. Frank C Z~(~ Jr
~1~ My Commission CC~8840~
~'~.~.~.~' Expires December 17. 2004
Page 5 of 8
UNPAID CREDITORS: NONE
LAW OFFICES
SNELBakER
BREnNEMaN
& SPARE
** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE:
Margaret G, Taylor
8836 Darlene Drive
Orlando, FL 32836
10 Wiltshire East
Carlisle, Pa 17013
Isabel Gnau
The Legacy
438 Massachusetts Avenue, # 441
Arlington, MA 02474
9306 W. Hidden Valley, Circle N
Sun City, AZ 85351
Page 6 of 8
SNELBAKER
BRENNEMAN
& SPARE
STATEMENT OF PROPOSED DISTRIBUTION
Margaret (3. Taylor, 5xecutrix and Accountant herein, proposes to
distribute the balance of the Estate of Donald V. Gnau, Deceased, to wit:
$ 173,035.30 in accordance with the Last Will and Testament of said Decedent
as follows:
1, Margaret G, Taylor
Household goods retained in kind
2, Barbara Meyers
49.5% of residue
Disbursement from First Union IRA # 531300248441852, as primary beneficiary of account
3. Isabel Gnau
.25% of residue as per Article I~1, part B
4. Bernice Gnau
.25% of residue as per Article Ill, part B
TOTAL DISTRIBUTION:
Page 7 of 8
100.00
170,640.25
571,41
861.82
861.82
$ 173,035.30
LAW OFFICES
SNELBAKER
BRENNEMAN
& SPARE
STATE Of FLORIDA )
Margaret G. Taylor. being duly sworn according to law, deposes and
says that the facts set forth in the foregoing Statement of Proposed Distribution
SS,
are true and correct to the best of her knowledge, information and belief,
Margaret~ Taylor, Executrix
Sworn to and subscribed before me
this /~O day of July 2004./ /
e~ ~%~ Frank C Zito Jr
~ My Commission CC988401
·. ,~ Expires December 17, 2004
Page 8 of 8
COMMONWEALTH OF PENNSYLVANIA ',~ ss:
COUNTY OF CUMBERLAND
Margaret G. Taylor.
being duly sworn ac¢ordin9 to ~ew, deposes and says that ~e is the Executrix
of the Estate of Donald V. Gnau
late of __.LQ_w_~_er__2%lleIl_~D~h~ p ., Cumberland County, Pa., ~ecease~ an~ that the
w;fhln is an inventory ma~e by Marqaret G. Taylor , the sa;~ Executrix
Of ~he entire estate of said decedent, cons;sting of ai~ the personal property and rea[ estate, except real estate outs;de
fha Commonwealth of Pennsylvania, and fhef the f~gures opposite each item of the Inventory represent ~f's fair value
~~fe of ~o~ece4enf's~e*~
~worn
and subscribed before me,
E~ecutor - A/c~m;n;stratar
Margaret G. Taylor
8836 Darlene Drive
Orlando, FL 32836
Address
Date of Death
14th December 2000
Day
Month Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within fhirfy days of discovery of additional assets.
3. Add;tlonal sheets may be attached es to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
O
4
Inventory of the real and personal estate of
[~V~, Deceased
PERSONALTY:
1 Treasury Direct, account # 4800-135-6333
2 United States Savings Bonds, Series E, face value $25.00 each
3 United States Savings Bonds, Freedom Shares, face value $25.00
4 M&T Bank, savings account #15004200600317
5 M&T Bank, market index Account #15004198276478
6 M&T Bank, checking account #2678022902
7 Waypoint Bank, guaranteed money fund account #0020026672
8 Waypoint Bank, checking account #0090619677
9 Members First Federal Credit Union
Savings account #101249-00
Investment savings account #101249-05
checking account #101249-11
9 Household goods retained by family
TOTAL PERSONALTY:
REAL ESTATE:
1 Decedent owned no Real Estate at the time of his death
TOTAL PERSONALTY AND REAL ESTATE:
Page 1
249,000.00
1,239.75
280.68
34,559.86
5,016.49
3,563.74
45,160.32
6,223.90
2,026.87
28,172.22
2,825.75
100.00
378,169.58
0.00
378,169.58
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: {717) 240-6345
Date: 11/10/2004
SNELBAKER RICHARD C
44 W MAIN STREET
MECHANICSBURG, PA 17055
RE: Estate of GNAU DONALD V
File Number: 2001-00012
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 AMENDMENTS TO SUPREME COURT ORPHANS. COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, 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 will become delinquent on: 12/14/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Personal Representative(s)
Judge
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
blame of Decedent:
Date of Death:
puzsu~t to p=ul~ 6.1~ o~ the Supreme Cou~ o~h~S' Com~ ~ul~S, I ~epo~
fo~low~n~ web ~speOt to completion of th~ ad~St~at~on of th~ above-captiOned estate:
1. yes ~ ~o ~ . ~casouablybcl~cvcs
Z. that ~c a~St~at[On w[llbc complete:
3. ~ ~e ~swer to No. 1 is Yes, state the follOW'g:
a. Did Ce personal r~resentative file a ~a! acCO'~t w~ ~e Co~?
yes ~ No ~ personal representafve' s
b. The sep~ate o~ha~'
accOst is: ~ m accOst ~o~ally to Ce p~ies
~d ~e personal repr~enmtive state
c. Copies of receipts, rele~eS, ~o~ders and approval
info, al aocO~tS may be filed wi¢ the Clerk of the o~h~S' Co~
~d may be a~ached to t~s~
Address
CapaCC7'. ____~i;Jpersonal Represe~,~ative
~ Counsel for personal representative
Inventory of the real and personal estate of
DONALD V. GNAU, Deceased
,ERSO NALTY:
I Treasury Direct, account # 4800-135-6333
2 United States Savings Bonds, Series E, face value $25.00 each
3 United States Savings Bonds, Freedom Shares, face value $25.00
4 M&T Bank, savings account #15004200600317
5 M&T Bank, market index Account #15004198276478
6 M&T Bank, checking account #2678022902
7 Waypoint Bank, guaranteed money fund account #0020026672
8 Waypoint Bank, checking account #0090619677
9 Members First Federal Credit Union
Savings account #101249-00
Investment savings account #101249-05
checking account #101249-11
9 Household goods retained by family
TOTAL PERSONALTY:
REAL ESTATE:
1 Decedent owned no Real Estate at the time of his death
TOTAL PERSONALTY AND REAL ESTATE:
Page 1
249,000.00
1,239:75
280.68
34,559.86
5,016.49
3,563.74
45,160.32
6,223.90
2,026.87
28,172.22
2,825.75
100.00
378,169.58
0.00
378,169.58
LAW OFFICES
SNELDAKER
BRENNEMAN
~ SPARE
ESTATE NO. 21-O1-OO12
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY MARGARET G. TAYLOR, EXECUTRIX
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF DONALD V. GNAU, DECEASED, LATE OF LOWER ALLEN
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
Margaret G. Taylor, Executrix aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
DATES EXECUTRIX NOTICE ADVERTISED:
Cumberland Law Journal
Patriot-News Co.
December 14, 2000
January 4, 2001
January 26, February 2, 9, 2001
January 23, 30, February 6, 2OO1
FIRST AND FINAL ACCOUNT
PERSONALTY - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the Decedent's personalty,
goods and chattels as set forth in her inventory heretofore filed in the amount of:
The Accountant claims the following additional receipts:
1. Pat O'Connor, return of unused portion of retainer paid for legal services
2. First Union IRA, account # 531300248441852, disbursement
3. Internal Revenue Service, refund on income tax
4. Colonial Healthcare, insurance refund
5. Equitable Life, pension payment
6. Member's First Federal Credit Union, visa credit
7. Veridian, insurance refund
8. Commonwealth of Pennsylvania, refund on Inheritance Tax
9. Margaret (3. Taylor, repayment of advanced distributions
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
PERSONALTY - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Washington Mutual Bank, check printing fee
2. Wesley Park, apartment rent
3. AT&T, phone service
4. PPL, electric service
5. Margaret Taylor, reimbursement for phone expenses
6. Register of Wills, short certificates
7. Margaret Taylor, reimbursement for probate expenses
8. Margaret Taylor, reimbursement for costs advanced for fax expenses
9. MailboxeS Etc., postage expenses
10. Kinko's, photocopy expenses
11. Pat O'Connor, retainer paid for legal services
12. Treasury Direct, annual fee
13. Register of Wills, Inheritance Tax
14. Register of Wills, filing fee for Inheritance tax return and additional probate fee
15. Charlie Shields, attorney fees
16. Register of Wills, Inheritance Tax
17. Margaret Taylor, Executrix Commission
18. AT&T, phone service, check number 593 written by Decedent from M&T Bank account #2678022902
19. Wesley Park Townhouses, rent, check number 592 written by Decedent
from M&T Bank account #2678022902
20. Mastercard, credit card payment, check number 594 written by Decedent from
M&T Bank account //2678022902
21. Check order, check written by Decedent from Member's First Federal Credit
Page 1 of 8
$ 378,169.58
1,713.70
571.41
300.00
1,833.00
461.30
3.43
21.59
19,606.38
25,941.12
$ 428,621.51
$ 11.75
70.31
16.58
5.80
22.64
15.00
314.00
28.23
31.19
9.00
6,000.O0
25.00
240.07
50.00
199.50
34,463.25
18,956.94
5.92
660.00
186.68
10.30
AW OFFICES
;NElBAKEr.
.RENNEMAN
& SPARE
Union account #101249-11
22. US Air, Executrix flight to Pennsylvania to handle Decedent's estate
23. Myers-Harrier Funeral Home, funeral service
24. U.S. Postal Service, mailing expenses
25. Register of Wills, filing fee for Supplemental Inheritance Tax Return
26. Snelb~ker, Brenneman & Spare, P.C., legal services to 4/23/03
27. Advance distributions made to Margaret G. Taylor:
a. 2/28/01, advance distribution
b. 2/28/01, advance distribution
c. 4/20/01, advance distribution
d. 7/26/01, advance distribution
e. 7/31/01, advance distribution
f. 8/6/01, advance distribution
g. 9/6/01, advance distribution
h. 6/31/O2, advance distribution
Items to be paid subsequent to confirmation of Final Accounting:
28. Snelbaker, Brenneman & Spare, P.C., costs advanced for copies at Register of Wills
29. Snelbaker, Brenneman & Spare, P.C., attorney services
30. ReserVe for filing fees, accounting costs and other fees associated with the administration
the Decedent's estate
[The foregoing reserve amount is estimated on the assumptions {a) ihat income
received for the current tax year will be distributed in-kind to beneficiaries without
payment of or reserve for actual taxes, and (b) that no litigation will result from
exceptions to this accounting. If the final distribution is delayed for any reason
which will require the actual payment of income taxes or if litigation develops
requiring additional expenses, Executor reserves the right to withdraw this
accounting or amend it to reflect both additional income, income taxes
and/or litigation costs and expenses.]
TOTAL. PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
PERSONALTY - INCOME ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the following
Income from the investment of Personalty Principal:
1. Treasury Direct, interest on bonds/notes
2. United States Savings Bonds, interest
3. Washington Mutual Bank, estate account #198-884237-4
4. Washington Mutual Bank, estate account #199-81 3872-1, interest to11/21/02
5. Washington Mutual Bank, estate account #179-1486520-3, interest to 12/2/02
6. Sun Trust, estate account #0766766758681, interest to 12/4/02
7. M&T Bank, account #15004200600317, interest
8. M&T Bank, account #15004198276478, interest
9. Waypoint Bank, account # 0020026672, interest 0. Waypoint Bank, account # O090619677, interest
1. Member's First Federal Credit Union, account #101 249-00, interest
12. Member's First Federal Credit Union, account 8101 249-05, interest
13. Member's Frist Federal Credit Union, account #101 249-11, interest
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY - INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
1. Internal Revenue Service, income tax due on 2000 final individual tax returns
2. Internal Revenue Service, additional tax payable due to an adjustment by IRS
on 2000 final individual tax returns
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
Page 2 of 8
' 31408.45
2711.14
30,000.00
42.35
14,043.06
30,000.00
40,000.00
50,000.00
468.50
1,250.00
31.60
15.00
7,542.50
198,205.00
7.00
2,625.00
1,500.00
- $ 272,966.76
0,045.87
4O.98
7.97
2,686.34
1,769.38
3,156.94
113.45
110.43
337.77
7.03
8.59
164.03
4.78
$ 18,453.56
785.00
288.01
$ 1,073.01
OFFICES
~ELBAKER
~ENNEMAN
SPARE
REAL ESTATE - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of Decedent's
Real Estate as set forth in her Inventory heretofore filed in the
amount of:
TOTAL, RE~,L ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the 'payment of the following
items from Real Estate Principal Account:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
REAL ESTATE - INCOME ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the
income from the investment of Real Estate Principal Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS:
REAL ESTATE - INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
From the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
Page 3 of 8
$ NONE
$ NONE
NONE
NONE
$ NONE
$ NONE
$ NONE
$ NONE
OF~ICES
ELBaKE~.
[NNEMAN
SPARE
PRINCIPAL ACCOUNT:
Debits
(~redits
Balance
INCOM i= ACCOUNT:
Debits
Credits
Balance
TOTAL PERSONALTY
REAL ESTATE:
PRINCIPAL ACCOUNT:
I~ebits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL I~EAL ESTATE:
TOTAL FOR DISTRIBUTION:
RECAPITULATION
Page 4 of 8
$428,621.51
$272,966.76
$ 18,453.56
$ 1,073.01
$ NONE
$ NONE
$ NONE
$ NONE
$ 1 ~55,654.75
$ 17,380.55
$ 173,035.30
$ NONE
$ NONE
$ NoNE
73,035.30
OFFICES
JELBAKER.
!ENNEMAN
SPA~E
STATE OF FLORIDA )
COUNTY OF )
Margaret G. Taylor, being duly sworn according to law deposes and
says: that she is the Executrix of the Estate and under the Last Will and
Testament of Donald V. Gnau, Deceased; that she is the Accountant herein;
that the foregoing is a true and complete accounting of her administration of
said Estate; that the attached list or schedule [*] contains the names,
addresses a nd amounts due unpaid creditors who have given proper notice
of their claims; that the attached list or schedule [° *] contains the names and
addresses of all persons interested in the distribution of said Estate; and that
the facts set forth herein are true and correct to the best of her knowledge,
information and belief.
Sworn to andsubscn' d efore
me this day of July 2004.~.~.
Page 5 of 8
SS,
Margar~et'~ .~'a~, Executrix
tW OFFICES
NELBAKER.
~ENNEMAN
& SPAre
* UNPAID CREDITORS:
** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE:
Margaret G. Taylor
8836 Darlene Drive
Orlando, FL 32836
Barbara Meyers
10 Wiltshire East
Carlisle, PA 17013
isabel Gnau
The Legacy
438 Massachusetts Avenue, # 441
Arlington, MA 02474
Bernice Gr~au
9306 W. Hidden Valley, Circle N
Sun City, AZ 85351
Page 6 of 8
NONE
OFFICES
~ELBAKER.
:ENNEMAN
SPARE
STATEMENT OF PROPOSED DISTRIBUTION
Margaret G. Taylor, Executrix and Accountant herein, proposes to
distribute the balance of the Estate of Donald V. Gnau, Deceased, to wit:
$ 173,035.30 in accordance with the Last Will and Testament of said Decedent
as follows:
1. Margaret (3. Taylor
Household goods retained in kind
2. Barbara Meyers
49.5 % of residue
Disbursement from First Union IRA # 531300248441852, as primary beneficiary of account
3. Isabel Gnau
.25% of residue as per Article III, part B
4. Bernice Gnau
.25°/'0 of residue as per Article Ill, part B
TOTAL DIS-I'RIBUTION:
Page 7 of 8
100.00
170,640.25
571.41
861.82
861.82
173,035.30
.AW OFFICES
~NELBAKER
)RENNEMAN
& SPARE
STATE OF: FLORIDA )
COUNTY OF )
Margaret G. TayLor, being duly sworn according to law, deposes and
says that t he facts set forth in the foregoing Statement of Proposed Distribution
are true and correct to the best of her knowledge, information and belief.
Sworn to a nd subscribed before me ~'~:,'--\~_
this day of July 2004. -.~',"
Page 8 of 8
SS.
Margaret G ~yo Executrix
BUREAU OF TND/VTDUAL TAXES
ZNHERTTANCE TAX D[VTSION
DEPT. Z80601
HARRISBURG,, PA 171Z8-0601
COHHONNEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
RE¥-1607 EX AFP ¢01-05)
RICHARD C SNELBAKER ESQ
q4 N HAIN STREET
HECHANICSBURG PA 17055
DATE 06-01-2004
ESTATE OF GNAU
DATE OF DEATH 12-14-2000
FILE NUMBER 21 01-0012
COUNTY CUHBERLAND
ACN 101
Amoun'l: Rem'; ~ed
DONALD V
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF HILLS
CUMBERLAND CO COURT HOUSE
CARLTSLE, PA 17015
NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~his form wi~h your ~ax payment.
CUT ALONG TH'rS L/NE ~ RETAIN LONER PORT'rON FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03)
~ 'rNHERZTANCE TAX STATEMENT OF ACCOUNT ~
ESTATE OF GNAU DONALD V FILE NO. 21 01-0012 ACN 101 DATE 06-01-2004
THIS STATEMENT TS PROV'rDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACH TN THE NAMED ESTATE. SHONN BELOt/
TS A SUMMARY OF THE PR/NC/PAL TAX DUE, APPL/CATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPL/CABLE,
A PROJECTED /NTEREST F/GURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 04-21-Z004
PR[NC[PAL TAX DUE: ...........................................................................................................................................................................................................................
PAYHENTS (TAX CREDITS):
15,891.52
PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
05-14-2001
12-18-2001
07-28-2005
05-12-2004
AA478171
CD000685
REFUND
REFUND
794.58
.00
.00
.00
ZF PAID AFTER TH/S DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( ZF TOTAL DUE ZS LESS THAN $1,
NO PAYHENT IS REQUIRED.
ZF TOTAL DUE 1S REFLECTED AS A "CREDIT" (CR),
$4,465.25
59.15-
19,547.z5-
C.
TOTAL TAX CREDIT 15,891.52
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF TH/S FORH FOR TNSTRUCT/ONS. )
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 000683
MARGARET G TAYLOR
8836 DARLENE DRIVE
ORLANDO, FL 32836
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
_____n_ fold
101
$240.07
ESTATE INFORMATION: SSN: 178-07-6380
FILE NUMBER: 21-2001- 0012
DECEDENT NAME: GNAU DONALD V
DA TE OF PAYMENT: 12/21/2001
POSTMARK DATE: 12/18/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 12/14/2000
TOTAL AMOUNT PAID:
$240.07
REMARKS: MARGARET GNAU TAYLOR
CHECK# 121
SEAL
INITIALS: SK
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
D COUNTY
ACN
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE c> RETAIN LOWER PORTION FOR YOUR RECORDS ~
- -REV~1547 EX -(06"-97f PC - - - - - - -" - - - - - -Hotit-e" cfr= -fN':feRfi A-HClf TA5( AP-pifAis"eMENt: -A1I.oWANCEf OR- -" - -. - -". -" - -"" - -. - - -"". -. - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DONALD V FILE NO. 2101-6012 ACN 101 DATE 03-11-2002
TAX RETURN WAS: ((J) ACCEPTED AS FILED ( ~ ) CHANGED SEE ATTACHED NOTICE
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 27,080.94
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,256.96
11. Total Deducti ons (11) 28,337.90
12. Net Value of Tax Return (12) 352,935.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule (13) 0.00
14. Net Value of Estate Subject to Tax (14) 352,935.70
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
\- /6. -- /yr? .=1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17 (3-0601 ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
MARGARET G TAYLOR
8836 DARLENE DR
'm
-1
ORLANDO FL 32836
\../0"
Ct .\i"
ESTATE OF
GNAU
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount on Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 taxabLe at Sibling rate
18. Amount of Line 14 taxabLe at Collateral/CLass B rate
19. PrincipaL Tax Due
TAX CREDITS:
(15
(16
(17
( 18
PAYMENT
DATE
03-14-2001
12-18-2001
RECEIPT
NUMBER
AA478171
CD000683
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,709.32
0.00
03-11-2002
GNAU
12.14.2000
2101-0012
Cumberland
101
Amount Remitted
(1)
(2)
(3)
(4)
(5)
(6)
(7)
0.00
205,391. 90
0.00
0.00
171,599.87
4,281.83
0.00
(8)
REV-I547 EX (12-97) PC
DONALD V
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
381,273.60
0.00
8,037.40
0.00
26,149.04
34,186.44
TOTAL TAX CREDIT 36,412.64
BALANCE OF TAX DUE 2,226.20CR
INTEREST 0.00
TOTAL DUE 2,226.20CR
(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.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
0.00 X .00=
178,608.77 X .045=
o . 00 X. 12 =
174,326.93 X .15 =
( 19)
AMOUNT PAID
34,463.25
240.07
REV-'470 EX (6-88)
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Donald V Gnau
REVIEWED BY
ACN
2101-0012
101
Deborah Washington
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
F 1&2
Changed estimated money amounts in checking accounts to figures given by bank, per
phone discussion with daughter.
ROW
Page 1
, .
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
INRE:
: No. 2001-00012
ESTATE OF DONALD V. GNAU,
DECEASED
PRAECIPE FOR WITHDRAWAL OF APPEARANCE
Please withdraw my appearance in the above-captioned matter, as the result of my
termination by the Plaintiff in the above captioned case.
Respectfully submitted,
Dated:
o-~{)1/
/ ~~ t1kA?~
/ G. Patrick O'Connor, Esq.
3105 Old Gettysburg Rd.
Camp Hill, PA 17011
717-737-7760
Attorney for the Executrix
, .
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
INRE:
: No. 2001-00012
ESTATE OF DONALD V. GNAU,
DECEASED
CERTIFICATE OF SERVICE
I hereby certify that I have this day served a copy of the foregoing PRAECIPE
FOR WITHDRAWAL OF APPEARANCE upon the person indicated below, by first-class
U.S. mail, postage-prepaid, which service satisfies the requirements of the Pennsylvania
Rules of Civil Procedure, to:
MARGARET G. TAYLOR
PERSONAL REPRESENTATIVE
ESTATE OF DONALD V. GNAU, DECEASED
8836 DARLENE DRIVE
ORLANDO, FL 32836
Respectfully submitted:
DATED: & --~()l-
, 'Idd~wr
G. Patrick O'Connor, Esquire
3105 Old Gettysburg Road
Camp Hill, PA 17011
(717) 737-7760
IDNo.64720
Attorney for the Plaintiff
../
IN RE: : IN THE COURT OF COMMON PLEAS OF
ESTATE OF DONALD V. GNAU, : CUMBERLAND COUNTY, PENNSYLVANIA
Deceased
: ORPHANS' COURT DIVISION
: No: 200t - 00012
PRAECIPE TO ENTER APPEARANCE
TO: Register of Wills and Clerk of Orphans' Court:
We hereby appear as attorneys for the above-captioned Estate and Margaret G. Taylor,
the Executrix thereof.
By
. chard C. Snelbaker, Esquire
Snelbaker, Brenneman & Spare, P.C.
44 West Main Street
P.O. Box 318
Mechanicsburg, P A 17055-0318
(717) 697-8528
Dated: November 22 ,2002
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
.-~
~v
oK
.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: 0 U(\C:t lJ-- V Gr\cul..
Date of Death: /2/111 (zc:x:)0
Will NO.-2J - 200/- C60 /2 Admin. No.
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 ad~inistration of the estate is complete:
Yes No -V
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: 9G+che~' rz-S-
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.
Date:
I ('L4/ 0<3
,
111c~~ ,~Lctl~' :Ja~l{'1
5l.gnat re
(v\c.\{'C) ~r'c/t G (\ ctLt To,--y l a \'
Name (Please type or prl.nt)
g g '3' 0 Cu) I en c 0 t:'
Address OC\Q(\.cl', . or:::::./A ~"? '7 '-1/_
Ljo7 L ) \ J C C :>~
( ) ?~G-6~)''7CJ
Te l. No.
D *"-'if-~*?
Capacity:
/'
/
~; Personal Representative
Counsel for personal
representative
(MAH:rmf/AM3)
. JRD/June 30, 1992/17858
JAN 0 7 Z203 ~
.
In Re: Estate of Donald V. Gnau
Late of Lower Allen Township
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-2001-0012
NO. 21-2001-0012
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Margaret G.Taylor
Counsel for Personal Representative:
Date of Decedent's Death: 12-14-2000
Date of Delinquency Notice: 11-05-2002
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 11-05, 2002, and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
~a~~~
~ . ,Register of Wills ~"j)~
Date: 01-07-2003
"J -If..! -O?;> tf: )~/Ph.
A hearing is scheduled for at in Courtroom No.3. If the Status Report is filed
prior to the hearing date, the hearing will automatically be cancelle
~
~\\~'J\L
~~ (j\'
;
George<B.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2.Il0601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002586
SNElBAKER RICHARD C ESQUIRE
44 W MAIN STREET
MECHANICSBURG, PA 17055
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
n_n___ fold
101
$3,701.07
ESTATE INFORMATION: SSN: 178-07-6380
FILE NUMBER: 2101-0012
DECEDENT NAME: GNAU DONALD V
DA TE OF PAYMENT: OS/20/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/14/2000
TOTAL AMOUNT PAID:
$3,701.07
REMARKS: RICHARD C SNElBAKER ESQUIRE
NO CHECK #
SEAL
INITIALS: JA
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WillS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HAR~SBURG, PA 17128-0601
REV-1162 EX(11-96)
.
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002586
REeEIVED FROM:
SNELBAKER RICHARD C ESQUIRE
44 W MAIN STREET
MECHANICSBURG, PA 17055
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
-------- fold
101
$3,701.07
ESTATE INFORMATION:
SSN:
178-07-6380
FILE NUMBER:
2101-0012
GNAU DONALD V
OS/20/2003
00/00/0000
CUMBERLAND
12/14/2000
DECEDENT NAME:
DATE OF PAYMENT:
POSTMARK DATE:
COUNTY:
DATE OF DEATH:
TOTAL AMOUNT PAID:
$3,701.07
TAXPAYER
~\t~ ~ hV
\1 qq ., ()"'"' \ L f) V
~\ ~o
~if if? ~
5 ;p~ ~~~
)vy' ~
DEPUTY REGISTER OF WILLS ~.\ l.- t:,
. (,.,e/\ cf'-o
\jJ d-'
VO
~d
REMARKS: RICHARD C SNELBAKER ESQUIRE
NO CHECK #
SEAL
INITIALS: JA
RECEIVED BY:
DONNA M. OTTO
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 ~
rfEV=is4i-EX--AFP--foY:03Y-NOYicE-OF-YNHEiiiTANCrTAX-APPRAISEMENT~--Ai:.LowANCE-(rR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GNAU DONALD V FILE NO. 21 01-0012 ACN 101 DATE 08-04-2003
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Hortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
}€,-/99-3
\ ~ BUREAU OF INDIVIDUAL TAXES
"" INHERITANCE TAX DIYISION
DEPT. Zl10601
HARRISBURG, PA 171Z11-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
RICHARD C SNELBAKER ESQ
44 W MAIN STREET
MECHANICSBURG PA 17055
-'...'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
CQukrY
ACN
08-04-2003
GNAU
12-14-2000
21 01-0012
CUMBERLAND
101
Allount Rellitted
NO. 01
.00
45.128.53
.00
.00
6.685.20
.00
2.534.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
UO)
7,180.88
771. 64
(11)
(12)
(13)
(14)
'*
REV-1547 EX IFP 101-0$1
DONALD
V
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paYllent.
(8)
54,347.81
7.95? 52
46,395.29
.00
399,330.99
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CRED TS:
.00 X 00 =
223,292.86 X 045 =
.00 X 12 =
176,038.13 X 15 =
(9)=
DATE
03-14-2001
12-18-2001
07-28-2003
NUHBER
AA478171
CD000683
REFUND
+
INTEREST/PEN PAID (-)
1,813.86
4.15-
.00
AHOUNT PAID
34,463.25
240.07
59.13-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
10.048.17
.00
26,405.72
36.453.90
36.453.90
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR). YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMm~'NEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
Donald V Gnau
REVIEWED BY
ACN
2101-0012
101
Deborah Washington
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Accepted additional assets, expenses and debts.
ROW
Page 1
16-/99-3
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REY-1U7 EX AFP 101-05'
RICHARD C SNELBAKER ESQ
44 W MAIN STREET
MECHANICSBURG PA 17G55
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
::,COUNTY
ACN
08-18-2003
GNAU
12-14-2000
21 01-0012
CUMBERLAND
101
V
DONALD
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=i6"ifj-Ex-AFP--(Oy=03y------...--iNifERi'~fANCE--fAX-STATEHEtif-"ifF-AccouifT--.-i.--------------- - -----
ESTATE OF GNAU DONALD V FILE NO.21 01-0012 ACN 101 DATE 08-18-2003
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: 08-04-2003
PR I NC I PAL TAX DU E : ...........................................................................................................................................................................................................................
36.453.90
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-14-2001 AA478171 1.813.86 34.463.25
12-18-2001 CDOO0683 4.15- 240.07
07-28-2003 REFUND .00 59.13-
TOTAL TAX CREDIT 36,453.90
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
II 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" (CRl,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
"
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