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HomeMy WebLinkAbout04-0432REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA PETITION FOR GI: NT OF LETTERS Estate of FRANCES M. GISH also known as , Deceased NO. 21-04- Social Security No. 182-22-7169 JOHN L. EBERSOLE Petitioner(s), who is'am 18 years of age or older, apply(les) for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut OR [] Decedent, dated 10/28/03 and codicil(s) dated named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship ~ ?.. R~ence .~:. ii (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. '~ Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his/her last family or principal residence at MESS!AH VILLAGE, RM. 301 MESSIAH CIRCLE, UPPER ALLEN 'l~P., MECHANICSBURG, PA 17055 (list street, number and municipality) Decedent, then 90 yeats of age, died APRIL 22 ,2004 , at MESSIAH VILLAGE, MECHANICSBURG, PA (Location) Decedent at death owned prol~rty with estimated values as follows: (ifdo~liciled 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 ........................................................................................ $ Total ..................................................................................................................... $ ./'~ OO~P . ~ Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: /~l ./~/ ,.(~Signature Typed orprintednameandresidence JOHN L. EBERSOLE 1238 MAIN STREET, AKRON, PA 17501 RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND The Petitioner(s) above-named swear(s) and 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate accordi~l to. la.w~ Sworn to and affir~e~ and subscribed ~ before me this ~ day of JOHN L.,~BERSOLE MAY, 2004 DECREE OF REGISTER Estate of FRANCES M. GISH also known as Deceased No. 21-04- Social Security No: 182-22-7169 Date of Death: L'~--~-:;:z- - (~ AND NOW, ~ L_~ ~ ~.~,..( , , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters I~l'Testamentary I~ of Administration (c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minodtate) are hereby granted to ~'---~ ?,, ~' '~J~ ~_ ~ in the above estate and that the instrument(s), if any, dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... $,--~- Short Certificate(s) ............... Renunciation .......................... Affidavit ( ) ....................... Extra Pages ( ) .............. Codicil ................................. JCP Fee ................................. Inventory & Tax Forms ............. Other ...................................... TOTAL ............................. $ RW-7A Attorney: GERALD J. BRINSER I.D. No: 09655 Address: 6 E. MAIN STREET, P.O. BOX 323 PALMYRA PA 17078 Telephone: (717)838-6348 DATE FILED: '~- Lt- ~ 105,112 REV. 8/88 (FEE FOR THiS CERTIFICATE $2.00) WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH VITAL RECORDS LOCAL REGISTRAR'S CERTIFICATION OF DEATH T 5631404 April 24, 2004 Date of Issue of This Certificstion Name of Decedent Frances M. Gish First Female Sex Social Security No. Date of Birth July 19,1913 Bidhplace Messiah Villag'e Place of Death. Mille Last 182-22-7169 Date of Death Millersburg, Penna. April 22, 2004 Cumberland Co. Upper Allen Twp. Pennsylvania Facility Name County City, Borough or Township White Supervisor NO Race Occupation Armed Forces? Widowed Decedent's 391 Messiah Circle, Mechanicsburg, Marital Status Mailing Address Number Street City or Town John Ebersole Mario Billow Informant Funeral Director Name and Address of Rothermel F.H., 25 W. Pine St., Palmyra Pa. 17078 Funeral Establishment , (Yes or No) Pa. 17055 State Partl: Pad Ih Immediate Cause (a) (b) (c) (d) Other Significant Conditions Interval Between Onset and Death Chronic Afib Manner of Death Natural Accident [] Suicide [] Homicide Pending Investigation Could not be Determined Name and Title of Certfier Describe how injury occurred: B. Zimmerman Address Lemoyne, Penna. 17043 (M.D.,-"' "' ....... M.E.) This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The..opilginal certificate will be forw.~rded to the State Vital Records Office for permanent filing., if) //f~ ' ~. ,. ~ Local Registrar of Vital Records District No. April 24, 2004 159 N. Railroad St., Palmyra, Pa. 17078 Date Received by Local Registrar Street Address City, Bo~'ough, Township WILL rOF FRANCES M. GISH I, FRANCES M. GISH, currently of Upper Allen Township,iCumbefl~tnd Ci~.~gty, Pennsylvania, realizing the uncertainty of this life, but with confidenCe in God, and truSt in His Son, my Lord and Savior, Jesus Christ, who died for my sins upon the c~ss and rose again to redeem me and give me eternal life, do hereby make, publish and decl~e this to be my Last Will and Testament, hereby revoking any and all prior Wills and Codi~ls made by me. ' : I. I direct that all my just debts and funeral expenses be paid from the assets of my estate as soon as practicable after my demise. II. I direct that all estate and inheritance taxes that may be assessed in consequence of my death, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration and all property includable in my taxable estate whether or not passing under this Will shall be free and clear thereof. III. I bequeath unto my niece, Marilyn Ebersole, all tangible personal property which I own at my death. If she predeceases me, this bequest passes on to my nephew and his wife, John L. and Mary Ebersole, or the survivor of them. IV. All the rest, residue and remainder of my estate, of whatever nature and wherever situate, including property over which I hold a power of appointment, shall be divided into affairs which I bequeath as follows: A. One (1) share unto my niece, Marilyn Ebersole. If she predeceases me, her share shall unto Messiah Village, Mechanicsburg, Pennsylvania to be used in its Endowment Fund. B. One (1) share to be divided equally between Messiah Village's Endowment Fund and my husbands son, Lowell R. Gish, or his issue per stirpes. V. I appoint my newphew, John L. Ebersole, Executor of this my Will. In the event that he fails to qualify or ceases to act as Executor, I appoint my niece, Marilyn Ebersole, Executrix, of this my Will. VI. I direct that no bond be required of my fiduciaries for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, FRANCES M. GISH, herewith set my hand to this my Last Will, typewritten on two (2) sheets of paper including the attestation clause and signatures of witnesses, this 213'~ day of 0C'[0%EK ,2003. .__~?_-,,~.,e~'",~ "hq' .,,g~~ (SEAL) FRANCES M. GISH Signed by FRANCES M. GISH, by her declared to be her Will in our presence, who have hereunto subscribed our names as witnesses in her presence and at her request, this 2.$TM day of 15¢q'Ol~rr, g, ,2003. residing at ~ ~ [r[O0rT_. -2- COMMONWEALTH OF PENNSYLVANIA · COUNTY OF L.E ~lkR~ · WE, FRANCES M. GISH, GERALD J. BRINSER and ~,~t.'l~ g,. ~[-I II'Elk , the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly affirmed, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as witnesses and that to the best of our knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. FRANCES M. GISH wr qi ss /' WiTNess 0 '- ~ Subscribed, sworn or affirmed and acknowledged before me by FRANCES M .GISH, the testatrix, GERALD J. BRINSER and l~Ik~L~ll~ ~,,. ~)~.~:f~_~,,. , witnesses, this day of ~C.-[I)~g~, ,2003. NOTARIAL SEAL SHARON R. WOLFE, NOTARY PUBLIC PALMYRA BORO., LEBANON COUNTY MY COMMISSION EX, RES JAN. 31, 2007 (SEAL)Notary Publ~ -3- COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE BUREAU OFINDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV 1162 EX(11-96) NO. CD 004180 BRINSER GERALD J 6 E MAIN STREET,2ND FLOOR P O BOX 323 PALMYRA, PA 17078 ESTATE INFORMATION: SSN: 182-22-7169 FILE NUMBER: 2104-0432 DECEDENT NAME: GISH FRANCES M DATE OF PAYMENT: 07/20/2004 POSTMARK DATE: 07/1 9/2004 COUNTY: CUM BERLAN D DATE OF DEATH: 04/22/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~ 13,300.00 REMARKS: TOTAL AMOUNT PAID: 913,300.00 SEAL CHECK# 108 INITIALS: JA RECEIVED BY' GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS GERALD J. BRINSER KEITH D.WAGNER JOHN M. ZIMMERMAN LAW OFFICES BRINSER, WAGNER & ZIMMERMAN 6 EAST MAIN STREET - SECOND FLOOR (EAST MAIN & SOUTH RAILROAD STREETS) P. O. BOX 323 PALMYRA, PA 17078 PHONE: (717) 838-6348 FAX: (717) 838-6912 July 19, 2004 MECHANICSBURG OFFICE MESSIAH VILLAGE 100 MT. ALLEN DRIVE MECHANICSBURG, PA 17055 PHONE/FAX (717) 795-1737 Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 In Re: Dear Mrs. Strasbaugh Frances M. Gish Estate File No. 21-04-0432 Enclosed you will find a check in the amount of $13,300.00 in payment of a deposit towards the inheritance tax due on the above-captioned estate. If you have any questions, please feel free to give me a call. GJB/wlc Enclosures c: file Thank you. Very truly yours, BRINSER, WAGNER & ZIMMERMAN Vd "00 pu~ Brinser BRINSER, WAGNER & zIMMERMAN Law Office 6 E. Main Street, 2na Floor P.O. Box 323 palmyra, PA 17078-0323 Register ot WiJls '04 JUL 20 R2:24 REGISTER OF WILLS U erk-C ,:.;? CUMBERLAND CO COURT HOUSE C. umbedan~ q;COURTHOUSE SQ CARLISLE PA 17013 h,,llh,,llh,,,,,Ih,lhh,hl Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 08/02/2004 BRINSER GEP~ALD J 6 E MAIN STREET,2ND FLOOR P O BOX 323 PALMYRA, PA 17078 RE: Estate of GISH FRANCES M File Number: 2004-00432 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 08/14/2004 Your prompt attention to this matter will be appreciated. Thank You. CC: File Personal Representative(s) Judge Sincerely, GLENDA FARNE~H Clerk of the Orphans' Court Cumberland County - Register Of wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 08/02/2004 EBERSOLE JOHN L 1238 MAIN STREET AKRON, PA 17501 RE: Estate of GISH FR3kNCES M File Number: 2004-00432 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 08/14/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court REGISTER OF WILLS CUMBERLAND COUNTY, Pennsylvania CERTIFICATION OF NOTICE UNDER RULE $.6(a) Name of Decedent: FRANCES M. GISH Date of Death: 4/22/04 Will No. 2004-00432 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 7/8/04 Name Address MARILYN EBERSOLE P. O. BOX GRANTHAM PA 17037 MESSIAH VILLAGE LOWELL R. GISH 100 MT. ALLEN DR., P.O. BOX 2015 MECHANICSBURG 168 HOME PLACE DRIVE ADKINS PA 17055 TX 7~101-260~ Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: 7/9/04 Capacity: Signature Name: GERALD J. BRINSER Address: 6 E. MAIN STREET. P.O. BOX 323 PALMYRA Telephone(717) 838- 6348 Personal Representative X Counsel for Personal Representative PA 17Q7~ Joel O. Sechrist, Esquire Attorney at Law 568 Old York Road Etters PA 17319 717 938-3396 September 8, 2004 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle PA 17013 RE: Estate of Ruth E. Hostler 21-04-532 To Whom It May Concern: Enclosed are two copies of the Inheritance Tax Return in regard to the above estate. Also enclosed is a check made payable to Register of Wills, Agent in the amount of $1,632.97 representing the Inheritance Tax and a check made payable to Register of Wills in the amount of $25.00 representing the $15.00 filing fee and $10.00 additional probate fee. Thank you very much for your assistance in this matter. JOS:lm PC: Harold R. Hostler COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128~601 Z Rev-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) Hostler Ruth E, ~ DATE OF DEATH (MM-DD-YEAR) IDATE OF BIRTH (MM-DD-YEAR) 05-2!-2004 , SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ 1, Odginal Return o ~ -~ ¢. Limited Estate o [m 3. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received OFFICIAL USE ONLY FILE NUMBER 21 04 0532 Cour~y Code Year Number SOCIAL SECURITY NUMBER 199.O5-8098 THIS RETURN MUBT BE FILEO IN DUPLICATE WITH REGISTER OF WILLS SOCIAL SECURITY NUMBER FIRM NAME (If Applicable) COMPLETE MAILING ADDRESS Road PA Z Z o o 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Co~oration, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Misc. Personal Proberb/(Schedule E) (5) 5. Join6y Owned Property (Schedule F) (6) ~ Separate Billing R~luested 7. Inter-Vivos Transfers & Misc. Non-Probate Property (7) (Schedule G or L) ½. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administra6ve Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11 ) (8) $41,[t0~ .~:i OFFICIAL USE ONLY $50oioo i (11) $44,549.11 $3,964.15 $4,296.71 (12) SR ?fi0.R6 $36,288.25 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not b~en (13) made (Schedule J) 14 Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES $36,288.25 (16) x .15 (16) (19) $0.00 $1.632.97 $0.00 $1,632.97 Decedent'~ Complete Address: Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousar Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) If line 2 Js greater than line I + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 29 to request a refund If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the tota~ of Line 5 + 5A. This is the BALANCE DUE. $1,632.97 $0,00 $0.00 $1,632.97 (3) (4) (5) (5S) $1,632.97 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS Yes No 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; b. retain the dght to designate who shall use the property transferred or its income; c. retain a revisionary interest; or d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer prope~y within on year of death without receiving adequate consideration? 3. Did decedent owm an 'in trust for" or payable upon death bank account or security at his or her 4. Did decedent own an Individual Retirement Account, annuity, or other non~)robate proFerty 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. SIG URE OF PER N RES O SIBLE FILING RETURN DATE SIGNA~RE OF PREPARER O~ THAN R&~ESEN~ATIV~. DATM ~ / ~/-- . For dates of dea~ on or after July 1, 1994 and before Janua~ 1, 1995, the tax rote im~sed on the net value of tmnsfem to or for the use of ~e su~iving spouse is 3% ~2 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after Janua~ 1, 1995, the tax rote imposed on the net value of ~nsfem to or ~r the use of the su~ v ng spouse is 0% [72 P.S. {9116 (a) (1.1) (ii)]. The s~tute does not exempt a Eansfer to a su~iving spouse from tax, and the statuto~ requirements for disclosure of assets and filing a tax return are still appli~ble even if the sullying spouse is ~e only beneficial. For dates of death on or after July 1, 2000: The ~x rate impos~ on the net value of ~nsfem ~om a de~as~ ~JJd ~en~ne years of age or younger at dea~ to or for the use of a natund parent, an adoptive parent, or a stepparent of ~e ~ild is 0% ~2 P.S. {9116(a) (1.2)]. The tax rote im~s~ on ~e net value of Eansfers to or for the use of ~e de~ent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. {9116(1.2) [72 P.S. {9116(a) (1)]. The ~x rate impos~ on the net value of tmnsfem to or for the use of the decedent's siblings is 12% [72 P.S. {9116(a)(1.3)]. A sibling is define, under Section 9102, as an individual who has at least one parent in ~mmon ~th ~e dec~ent, whether by b[o~ or adoption. LAST WILL AND TESTAMENT OF RUTH E. HOSTLER I, RUTH E. HOSTLER, of East Pennsboro Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking and making void all Wills or writings in the nature thereof by me at any time heretofore said. FIRST: I direct that the expenses of my last illness and my funeral shall be paid from my estate as a cost of administration. SECOND: All my household goods, my automobile, and all tangible personal possessions, together with all policies of insurance relating thereto, I give to my husband, HAROLD E. HOSTLER. THfRD: I give, appoint, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, including alt property over which I shall then have any powers of appointment, to my husband, HAROLD E. HOSTLER. FOURTH: If my husband, HAROLD E. HOSTLER, shal not survive me by sixty (60) days, then I give, devise and bequeath all the rest residue and remainder of my estate, real, personal and mixed to be divided equally or as nearly so as is possible to my son, HAROLD R. HOSTLER and my daughter, GOLDIE L. KEY, per stirpes. -1- FIFTH: Any eligible beneficiary may purchase any asset of my estate at market value or at any value agreed upon by the other eligible beneficiaries. My Co-Executors may liquidate my estate to make distribution. SIXTH: In addition to the powers granted by Law, my Executors shall have the following powers, exercisable without leave of court and shall continue until final distribution is made: (al To retain 8ny property pending distribution hereunder and to invest in or purchase any Property, real, or personal, without restriction to legal investments For Fiduciaries: (b) To sell at Public or private sale, exchange or lease For any period of time, any real or personal property, and to give options For sales or leases: (c) To borrow money and to mortgage or pledge any real or personal property; and, to continue any present mortgage on my real estate: (d) To register property in the name of a nominee or to hold property unregistered: (el To compromise claims without approval of beneficiaries: (fl To distribute in kind or in cash, or partly in kind and partly in cash: -2- SEVENTH:. I nominate, constitute and appoint my husband, HAROLD E. HOSTLER as Executor of this Last and Testament. tn the event that he predeceases me, resigns, renounces, Eai]s to qualify or ceases to act For any reason, [ appoint my son, HAROLD and my daughter, GOLDIE, as Co-Executors in his place and stead. I direct that my Co-Executors shall serve without bond; but, if a bond is nevertheless required by any law, statute, or rule of Court, I direct that no sureties be required thereon. IN WITNESS WHEREOF, and sea l Dated: ,, //.L.%¢ I~. I have hereunto set my hand Ruth E. Hostler (Seal) Signed, Sealed, Published and Declared by RUTH E. HOSTLER, the Testatatrix above named, as and for her Last Will and Testament, in the presence oF us, who at her request, in her presence and in the presence o¢ each other, have hereunto subscribed our names as WITNESSES: 0¢ ACKN©W~ ~0 ~MF_NT Commonwealth of' Pennsylvania County oF CuraberlanC~ i. Ruth E. Hostler, testatrix, 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 [ signed it willingly; and that signed it as my free and voluntary act for the murboses therein expressed. Ruth E. Hostler Sworn or affirmed 'to and acknowledged before me, Ruth E. Hostler, the testatrix, tlqis day -4- AFFIDAVIT Commonwealth o¥ Pennsylvania Coun'~y of Cumberland the witnesses whose names are signed to the at%ac~ed or foregoing instrument, being duly aualiFied according to law. do depose and say that we were present and saw testatrix sign and execute the instrument as her Last Wiii; that Ruth E, Hostler signed willingly and that Ruth E. Hostler executed as her free and voiuntary act for the purposes therein e×~ressed= that each of us in the hearing and sight of the testatrix signed the wilt as witnessesl and that to the best of our knowledge the testatrix was at that ~ime eighteen (i8) or more vears of age. of sound mind and unde~ no constraint or undue influence. SwoFQ or affirmed to and subscribed to before me W ~ t. nes S Pub ~ i c Witness -5- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF H°stler Ruth E~ FILE NUMBER ITEM NUMBER 1. DESCRIPTION ~roperty located in East Pennsboro Township. Cumberland County, and known and numbered as 5 Forest Ave ~arysville PA- as sold VALUE AT DATE OF DEATH $41,900.00 TOTAL (Also enter on line 1, Recapitulation) $41,900.0~ (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Hostler, Ruth E. FILE NUMBER 21-04-0532 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Personal Property $500.00 TOTAL (Also enter on line 5, Recapitutatio~ $500.0r) (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hostler, Ruth E. SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-04-0532 If an asset was made joint within one sar of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT{S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. HaroldR. Hostler )90 Bremer Road D0verPA173~I5 sob G. JOINTLY-OWNED PROPERTY: 1. A. 2/1/1970 PNO Checking Account $4,298.22 50.0% , $2,149.11 TOTAL (Also enter on line 6, Recapitulation $2,149.11 (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hostler, Ruth E. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-04-0532 Debts of decedent must be reported on Schedule I. ITEM NUMBER 7, 8. 9. FUNERAL EXPENSES: DESCRIPTION ~ic~ardson Funeral Home =aStor Bob Klinga' Stop 35 Restaurant - Funeral Meal IADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Persona~ Representative (s) Social Security Number(s) / EIN Number of Personal Reeresentative(s) Street Address City State Zip Yearts) Commission Paid: Attorney Fees Family Exemption: ('If decedeat's address is not the same as claimant's, attach explanation) Claimant S'e'eet Address City State Zip Relationshia of Claimant to Decedent Probate Fees Accountant's Fees Tax Relum Preparer's Fees Register of W~Jls- File Return Register of Wills - Additional Probate Fee Clerk of Orphans' Court- Release AMOUNT $1,400.00 $'100.00 $220.15 $2.'120.00 $15.00 $4.00 $3,964.15 TOTAL (Also enter on line 9, Recapitulation (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA~ RETURN RESIDENT DECEDENT ESTATE OF Hostler, Ruth E. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIESr & LIENS FILE NUMBER 21-04-0532 Include unreimbursed medical expenses. ITEM NUMBER 3. 4. 5. 6. 7. DESCRIPTION -_-shenaur FueJs. Inc. Suburban Propane PPL Electdc Bevedy Hsetthcare Steven Jones - mowing grass Alicia D. Stlne. Treasurer - Taxes Settlement costs on sale 0f house AMOUNT $28,41 $67.51 $78.65 $10.60 $200.00 $971.54 $2.940.00 TOTAL (Also enter OR line 10, Recapitulation) $4,296.71 more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Hostler, Ruth E. FILE NUMBER 21-04-0532 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE ~ TAXABLE DISTRIBUTIONS [include outdght spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1- Hat°Id R: ~er So~ the estate t° Harold R. HoSUer : : Resid~e ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $0.00 (If more space is needed, insert additional sheets of the same size) OMB NO. 2502-0265 1.[~FHA 2.F-]FmHA 3. [~CONV. UNINS. 4. ['-]VA 5. r'~CONV. INS. 6. FILE NUMBER: 7. LOAN NUMBER: I SETTLEMENT STATEMENT A104-210S 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual aeffiement costs. Amounts paid to and by the settlement agent are shown. Items marked "[POC]" were paid outside the closing; they are shown here for infon'national purposes and are not included in the totals. D. NAME AND ADDRESS OF BUYER: LOREqq'A CLUGH 560 CARLISLE ROAD NEWVILLE, PA 17241 G. PRO~'~< ~ ¥ LOCATION: 5 FOREST AVENUE MARYSVILLE, PA 17053 CUMBERLAND County, Pennsylvania E. NAME AND ADDRESS OF SELLER: ESTATE OF RUTH E. HOSTLER F. NAME AND ADDRESS OF LENDER: ACCUBANC MORTGAGE H. SE'CI'LEMENT AGENT: A-1 Abstract Associates, Inc. PLACE OF SETFLEMENT 1800 Linglestown Rd, Ste 102 Harrisburg, PA 17110-3355 I. SETTLEMENT DATE: August 30. 2004 J. SUMMARY OF BUYER'S TRANSACTION 100, GROSS AMOUNT DUE FROM BUYER: 101. Contract Sales Price I 41,900.00 102 Personal Propert~ 103. Settlement Char~esto Buyer lLine 1400) 1~134.50 104. 105. Adjustments For Items Paid By Seller in edvance 106. City/Town Taxes 107. County Taxes 108. School Tax 109. 110. 111. 112. to to 120. GROSSAMOUNTDUEFROMBUYER 200. AMOUNTS PAID BY OR IN BEHALF OF BUYER: 201. Deposit or earnest money 202. Principal Amount of New Loan(sI 203. ExistinB loan(s) taken subject to 204. 205. 206. 207. 208. 209. Adjustments For Items Unpaid By Seller 210. City/Town Taxes to 211. County Taxes to 212. School Tax to 213__ 214__ 215. 216. 218~ 43,034.50 500.00 219. 220 TOTAL PAID BY/FOR BUYER 500.00 300. CASH AT SETTLEMENT FROM/TO BUYER: 301 Gross Amount Due From Buyer (Line 120/ 302 Less Amount Paid By/For Buyer (Line 220) 303 CASH( X FROM)( TO)BUYER I( 43,034.50 500.00) 42,534.50 K. SUMMARY OF SELLER'S TRANSACTION 400. GROSS AMOUNT DUE TO SELLER: 401. Conlract Sales Price I 41,900.00 402. Personal Property 403. 404. 405. Adjustments For Items Paid By Seller in advance I 406. City/Town Taxes to 407. County Taxes to 408. School Tax to 409. 410. 411. 412. 420. GRO$S AMOUNT DUE TO SELLER 600. REDUCTIONS IN AMOUNT DUE TO SELLER: 501. Excess Deposit (See Instructions) 502. Set0ement Charges to Seller (Line 1400) 503. Existing loan(s) taken subject to 504. Payoff of first Mortgage 505. Payoff of secend Mortgage 506. 507. (Deposit dish. as proceeds) 508. 509. Adjustments For Items Unpaid By Seller 510. City/Town Taxes to 511. County Taxes to 512. School Tax to 513. 514. 515. 516. 517. 518. 41,900~00 The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein. L~RETTA CLUGH / ESTATE OF RUTH E. HOSTL ,,.- 519. 520. TOTALREDUCTIONAMOUNTDUESELLER 2,940.00 600. CASH AT SETTLEMENT TO/FROM SELLER: 601. Gross Amount Due To Seller (Line 420) ! 41.900.00 602. Less Reductions Due Seller (Line 520) J( 2,940.0~ 603. CASH( X TO) ( FROM) SELLER 38,960~00 L. SETTLEMENT CHARGES 700. TOTAL COMMISSION Based on Price $ ~ % 2,514.00 PAID FROM PAID FROM Division of Commission (line 700) as Follows: BUYER'S S~LLER'S 701. $ 1,257.00 tO HOMES OF CENTRAL FUNDS AT FUNDS AT 432. $ 1,257.00 tO APPROACH REALTY GROUP SETTLEMENT SETTLEMENT ,03. Commission Paid at Settlement 2,51400 '~"'04. Transaction Fee to HOMES OF CENTRAL PA 125.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Origination Fee % to 802. Loan Discount % to 803. Appraisal Fee to 804. Credit Report to 805. Lender's Inspection Fee to 806. Mortgage Ins. App. Fee to 807. Assumption Fee to 808. 809. 810, 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901.Interest From to @ $ /day ( days %) 902. Mortgage insurance Premium for months to 903 Hazard Insurance Premium for years to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance ~ $ per 1002. Mortcja~elnsurance ~ $ . per 1003. City/Town Taxes ~ $ per 1004. County Taxes ~ $ per 1005. SchoolTax @ $ per 1006. ~ $ per 1007. @ $ per 1008. A~re~ateAdiustment ~ $ per 1100. TITLE CHARGES 1101. Settlement or Closin9 Fee to 1102. Abstract or Title Search to 1103. Ti0e Examination to 1104. Title Insurance Binder to 1105. Document Preparation to JOEL SEACRIST POC 1105. Nota~ Fees to LINDA H 7LATER 5.00 5.0C 1107 Attorney's Fees to (includes above item numbers: 1109. Title Insurance to A-1 Abstract Associates, Inc. PolicY~i 507.00 (includes above item numbers: ) 1109. Lender's Coverage 1110. Owner's Coverage $ 41,900.00 1111. Endorsements 100,300,8.1 A-I Abstract Associates, inc. 1112. Closing Protection Letter A-I Abstract Associates, Inc. 1113. Overnight (Payoffs/Package) A-1 Abstract Associates, Inc. 1114. Tax Receipts to A-1 Abstract Associates, Inc. 1115 2.00 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201 Recording Fees: Deed $ 38.50; Modgage $ ; Releases $ 38.50 1202. City/County Tax/Stamps: Deed 419.00; Mortgage 419.00 1203. State TaxJStamps: Revenue Stamps 419.00; Mort(ja~e 419.00 1204 1205. 1300. ADDITIONAL SE'I-rLEMENT CHARGES 1301. Survey to 1302. Pest Inspection to PENN PEST INC 40.0 1303. 1304. 1305 1400. TOTAL SE'n'LEMENT CHARGES (Enter on Lines 103, Section J and 602, Section KI /, 1,134.5£ 2,940.00 A i Ab!r ' - tr~oci~s, Inc. Settlement Agent ? AUG-31-20~,4 23:14 PNCBANK 412 ?68 B458 P,01/01 PNCBANK September 1, 2004 Joel O. Seehrist, Esquire 568 Old York Road l~Rers, PA 17319 Esuste of Ruth E. Hostler, deceased $SN; 199-50-8098 DOD: 5/21/2004 Dear Mr. Scehrist: ha response to your request for Date of Death balances for the customer noted above, our records sliow the following: Checking Account Account #5140110984 RUTH E HOSTLER OR HAROLD R HOSTLER DOD balance: $4,298.22 (non-interest bearlng) Established 02/01/1970 Please note that this office only provides date of death balances for deposit accounts 0RAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any ofthes~ items, please eatl 1-888-PNC-BANK (1-g8g-762-2265) or slop by your local PNC Bank branch office. Sincerely, Rachelle Wells 1-800-762-1775 P7-PFSC-04-P 500 fir~ ~.~. Pit~lmrgh PA 15219 M~mb~r FDIC Exhibit for Schedule TOTAL P.O1 a-ire '04 gEP13 P1:08 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle PA 17013 Z COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST, RRST, AND MIDDLE INITIAL GISH, FRANCES M. DATE OF DEATH (MM-DD-Yea) 04/22/2004 {IF APPLICABLE) SURVIVING SPOUSE*S NAME (LAST, FIRST, ANO MIDDLE INITIAL) N/A {)ATE OF BIRTH (MM-DD-Yeaz) 07/19/1913 FILE NUMBER SOCIAL SECUPJTY NUMBER 1 8 2-2 2-7 1 6 9 REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ [] 1.0dgi~lRetum [] 2. SupplameofaIRetum [] 3. RemainderRetum (M~Mae~,2-1~) Xl~ [] 4. LimitedEstete [] 4a. FuturelntereatCompromise(~eof,a~a~-,2.12.s2) [] 5. FederalEsteteTaxRetumRequlred mo u[m [] 6. DeesdentOledTestete {A~c,c~pyor~ [] 7, DesedentMainteinedaLivingTrust~eachc~y~Tms~ 0__ 8. TotelNumperofSafeDepesitBoxea < [] 9. Litigation Proceeds Received [] 10. SpousalPoverlyCredit(da~o~,~bet~lz.31.9~a~l?.1.9~) [] 11.ElacfiontotexunderSec. O113(A)~,s~o) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME GERALD J. BRINSER FIRM NAME (ff.N~icable) BRINSER~WAGNER & ZIMMERMAN TELEPHONE NUMBER 1717)838-6348 COMPLETE MAILING ADDRESS 6 E. MAIN STREET P.O. BOX 323 PALMYRA 1. Real Estate (Schedule A) 11) 2. Stocks and 8onds (Schedute B) (2) 3. Closely Held Corporation, Paffnmship or Sole-Pmpdete~ship (3) ~;:- OFFIC~ USE ONLY [ 4. M(xtgagea & Notes Receivable (Schedule D) (4) $. Cash, Bank Deposits & Miscellaneous Personal Pr~rly (5) (Schedule E) 6. Jointly Owned Pmpe~ (Schedule F) 16} ] Separate Billing Requested 7. Inter-Vivos Tmnofers & Misneilaneaus Non-Probate Prope~ (7) (Schedule G or L) 8. Total Groea Aeae~ (total Lines 1-7) 9. Funeral Expenses & Admin~'ative Cesla (Schedule H) (9) 10. Debts of Decedent, Mortgage Llabi~lJes, & Liens (Schedule I) 110) 11. Total Deductions (total Lines 9 & 10) 12. NM Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemrnentel Bequests/Sec 9113 Trusts for whirl1 an elec~on to tax has not been made (Schedule J) 14. Net Value Subject to Tea (Line 12 minus Une 13) 208,892.16 (8) 111) 26,200.98 5r765.10 208r892.16 31,966.08 112) 113) 114) 176~926.08 44,231.52 132,694.56 SEE INSTRUCTIONS ON REv~R~. SlOE FOR APPLICABLE RATES 15. Amount of Une 14 taxable at the spousal tax rate, or ~nstem under Sec. 9t 16 (a)(1.2) 16. Amount of Une 14 taxable at I~eal rate 17. Amount of Line 14 taxable at si~ng rate 18. Amount of Li~e 14 taxabte at collateral rate 19. Tas Due 0.00 X 0.00 115) 44,231.52 X .045 116) 0.00 X .12 117) 88,463.04 X ,15 118) 119) · · BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 0.00 1,990.42 0.00 13~269.46 15~259.88 [~c~-~ent's Complete Address: STREETADDRESS MESSIAH VILLAGE 100 MT. ALLEN DRIVE, P.O. BOX 2015 MECHANiCSBURG STATE PA I ZiP 17055 Tax Payments and Credits: 1, Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Ptior Payments C. Discount 13-300.00 630.30 Tofal Credits (A +B +C) (2) (1) 15,259.88 3. Intarest/Penalty if applicable D. Interest E, Penalty Total Interest/Penalty ( D * E ) (3) 4. if Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 5. If Line 1 + Une 3 is greater than Line 2, enter the diff~ence. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) (§B) 13~930.30 0.00 1~329.58 B. Enter the total of Une 5 + 5A, This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................ [] [] c, retain a reversionary interest; or ........................ [] [] d. receive the promise for life of al~;;'~;~i ~i;~ ~;',~;~ ........... iiiiiiiiii.i ............................... [] [] 2. if death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving ed~uate consideration? .......................................... [] [] 3. Did decedent own an intrustfor"orpay~li~"~'i~tii~'i~i~'rii~athiserherdeath? ................. [] [] 4, 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 ~U;-~TIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETLIRN, 1 ~329.58 :~ FILING RETURN DATE STREET PA 17501 ADDRESS ADDRESS 6 E. P.O. BOX323 PALMYRA E PA 17078 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to er for the use of the surviving spouse is 3% [72 P.S. §9116 (a)(1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)], The statute does not exemat 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 o~ly beneficiary. For dates of death on or after July 1,2000: · The tax rate imposed an 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 edophve parent, or a stepparant of the child is 0% [72 P.S, §9116(aX1.2)]. The tax rate imposed on the net value of transfers to or for the use of the desedent's lineal beneficiaries is 4.5%, except es noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S, §9116(a)(1.3)]. A s I~ing is defined, under Section 9102, as an individual who has at least one parent in cerumen with the decedent, whether by blood or adoption. R, EV-1508 I~X + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GISH. FRANCES M, ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. VERIZON - REFUND SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 04 Inctude the proceeds of litigation and he date the proceeds were received by the estate. All pmpel~j jointly-owned v&th right of su~'ivorship must be disclosed on Sch~;~, F. 0432 DESCRIPTION BIC FOUNDATION - CERTIFICATE OF DEPOSIT #12743 (INCLUDES ACCRUED INTEREST OF $203.09) BIC FOUNDATION - CERTIFICATE OF DEPOSIT #12969 (INCLUDES ACCRUED INTEREST OF $118.17) ~,MERICAN EXPRESS FINANCIAL - ANNUITY #93004200416 6 004 AMERICAN EXPRESS FINANCIAL - ANNUITY #93007207547 4 004 PNC BANK - CHECKING ACCOUNT #5070098739 (INCLUDES ACCRUED INTEREST OF $.69) PNC BANK - SAVINGS ACCOUNT #5001902885 (INCLUDES ACCRUED INTEREST OF $6.72) PNC BANK - CERTIFICATE OF DEPOSIT #31800021450 (INCLUDES ACCRUED INTEREST OF $20.40) PNC BANK - CERTIFICATE OF DEPOSIT #31600212718 (INCLUDES ACCRUED INTEREST OF $297.81) FIDELITY INVESTMENTS - ANNUITY POLICY NO. L9013238 VALUE AT DATE OF DEATH 17,852.89 10,387.72 31,929.93 30,656.38 10,615.42 25,800.02 42,349.69 7,942.81 31,347.27 10.03 TOTAL (Also enter on line 5, Rsoapitulation $ 208,892. (If nm)re space is needed, insert additional sheets of the same size) Brethren itt Christ FOUNDATION POST OFFICE BOX 290 431 GRANTHAM ROAD GRANTHAM, PA 17027 June 10, 2004 Mr. Gerald J. Brinser Brinser, Wagner & Zimmerman P.O. Box 323 Palmyra, PA 17078 RE: Frances M. Gish Dear Mr. Brinser: At her date of death, April 22, 2004, Mrs. Frances M. Gish actually had two investments with the Brethren in Christ Foundation. She had two certificates similar to a certificate of deposit at a bank. The balance of Certificate #12743 at the date of death was $17,649.80. The accrued interest was $203.09, and the total date of death value of the certificate was $17,852.89. v' The balance of Certificate #12969 at the date of death was $10,269.65. The accrued interest was $118.17 and the total date of death value was $10,387.82. ./ There are no joint owners or beneficiaries listed for either one of the above accounts. These certificates were originally under the name of J. Glenn Gish with Mrs. Gish as joint owner. However, upon the death of Mr. Gish on October I0, 2003, Mrs. Gish became the sole owner of these investments. If I can be of further assistance, please do not hesitate to contact me at 717-697-2634, Extension #5420, or at kiacobs(~messiah.edu. Sincerely, Kimberly R. Jacobs Account Officer Phone: (717) 697-2634 Fax: (7~7) 697-7714 · E-mail: bicf@messJahedu Dan Solmz 06/04/2004 03:34 To: James S Pec,kham/FleldNVHIAEFAi~AMEX cc: Subject: FRANCES M GISH's account values as of 04/22/2004 cji 1099 7022 8 001 June 4, 2004 JAMES S PECKHAM STE 302 1200 CAIVIP HILL BYP CAMP HILL, PA 17011-3700 Dear JAMES S PECKHAM: Thank you for your recent inquiry l~oasdlnE FRANCES M GISH's accounts. These are the values of the accounts as of 04/22/2004. Annuities - Post 1985 Account Number 93004200416 6 004 93007207547 4 004 Total Value $31929.93 $30656.38 The date of death values provided are for estate tax purposes and are not a value to be paid. Accounts may be subject to market fluctuation as governed by each product. Please note that the values indicated for any Lif~ Imurance product(s) reflect the gross death benefit at date of death, not the cash value. We appreciate the opportunity to be of service to you. Please contact us if you have any questions. Sincerely, Death Settlements Processing Team 70100 AXP Financial Center Minneapolis, MN 55474 888-723-8476, option 1, 3, 1 FIDELITY AND GUARANTY LIFE INSURANCE COMPANY P.O. BOX 81497 Lincoln. NE 68501-1497 1.888.513,8797 June 22, 2004 BRISNER, WAGNER & ZIMMERMAN ATTN: GERALD J BRISNER 100 MT ALLEN DRIVE MECHANICSBURG, PA 17055 POLICY NUMBER: L9013238 Frances M. Gish ACCOUNT VALUE CONFIRMATION Mr. Brisner: This letter is to confirm the value of the above referenced annuity issued March 21, 2003. This annuity has a guarantee period of 5 years, with an effective annual interest rate of 5.2% in the first policy year and 3.2% in years 2-5. The initial investment was $30,000.00. The value of this contract as of April 22, 2004, the date of death of Ms. Frances Gish, is $31,347.27. We appreciate having this opportunity to be of service. If you have any questions, or need additional information, please contact our Policyholder Services Department at 888-513-8797 option 3. Sincerely, Nicole Simon Senior Service Representative Annuity Policyholder Services CC: GERALD SLOTHOWER 1500 LISBURN RD WELLSVILLE, PA 17365 www.omfn.com ~EV-1511 ~X + (12-S9) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF GISH. FRANCES M, Debts of decedent must be mportad on ,Schedule [. ITEM NUMBER DESCRIPTION FILE NUMBER 21 O4 O432 8. 9. FUNERAL EXPENSES: ROTHERMEL FUNERAL HOME FUNERAL MEAL ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Repmaentativs (s) JOHN L. EBERSOLE Sodal Secudty Number(s)/EIN Number of Personal Repmsaata~e(s) SfreetAddrsss 1238 MAIN STREET 172-38-7629 city AKRON State PA Year(s) Commission Paid: 2004/2005 AbemeyFees BRINSER, WAGNER & ZIMMERMAN Family Exemp~n: (If desadenfs addrass is aot the same as daimanfs, altach explana~n) Claimant zip 17501 Street Address City State Relationship of Claimant to Decedent Zip PmbateFees REGISTER OF WILLS Accountanfs Fees Tax Return PmpamCs Fees REGISTER OF WILLS o ADDITIONAL LETTERS CUMBERLAND LAW JOURNAL - LEGAL ADVERTISING THE SENTINEL - LEGAL ADVERTISING REGISTER OF WILLS - TAX RETURN FILING FEE REGISTER OF WILLS - INVENTORY FILING FEE VERIZON - PHONE TOTAL (Also enter on line 9, Recapitulation) AMOUNT 7,345.58 353.63 9,000.00 9,000.00 269.00 35.00 75.00 88.43 15.00 10.00 9.34 26,200.98 (If mom space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER GISH. FRANCES M. 21 04 0432 Include unrelmbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. 5. MESSIAH VILLAGE PHARMERICA VERIZON-PHONE KILMORE EYE ALERT PHARMACY 5,701.69 19.85 17.53 25.00 1.03 TOTAL (Also enter on line 10, Recapitulation) $ 5~765.10 (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF GISH. F :ANCES M, NUMBER [. 1. 2. [][. 1. 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [includeout~htspousald[sl~butions, and transfers under Sec. 9116 (a) (1.2)] MARILYN EBERSOLE P.O. BOX 282, GRANTHAM, PA 17027 LOWELL R. GISH 168 HOME PLACE DRIVE, ADKINS, TX 78101-2600 FILE NUMBER 21 04 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) NIECE STEP-SON 0432 AMOUNTORSHARE OFESTATE 1/2 RESIDUE 1/4 RESIDUE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS MESSIAH VILLAGE 100 MT. ALLEN DRIVE, P.O. BOX 2015 MECHANICSBURG, PA 17055 (1/4 RESIDUE) TOTAL OF PART I! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 44,231.52 $ 44~231.57 (If more space is needed, insert additional sheets of the same size) WILL OF FRANCES M. GISH I, FRANCES M. GISH, currently of Upper Allen Township, Cumberland County, Pennsylvania, realizing the uncertainty of this life, but with confidence in God and trust in His Son, my Lord and Savior, Jesus Christ, who died for my sins upon the cross and rose again to redeem me and give me eternal life, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all prior Wills and Codicils made by me. I. I direct that all my just debts and funeral expenses be paid from the assets of my estate as soon as practicable after my demise. II. I direct that all estate and inheritance taxes that may be assessed in consequence of my death, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration and all property includable in my taxable estate whether or not passing under this Will shall be free and clear thereof. III. I bequeath unto my niece, Marilyn Ebersole, all tangible personal property which I own at my death. If she predeceases me, this bequest passes on to my nephew and his wife, John L. and Mary Ebersole, or the survivor of them. IV. All the rest, residue and remainder of my estate, of whatever nature and wherever situate, including property over which I hold a power of appointment, shall be divided into affairs which I bequeath as follows: A. One (1) share unto my niece, Marilyn Ebersole. If she predeceases me, her share shall unto Messiah Village, Mechanicsburg, Pennsylvania to be used in its Endowment Fund. B. One (1) share to be divided equally between Messiah Village's Endowment Fund and my husband§ son, Lowell R. Gish, or his issue per stirpes. V. I appoint my n~phew, John L. Ebersole, Executor of this my Will. In the event that he fails to qualify or ceases to act as Executor, I appoint my niece, Marilyn Ebersole, Executrix, of this my Will. VI. I direct that no bond be required of my fiduciaries for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, FRANCES M. GISH, herewith set my hand to this my Last Will, typewritten on two (2) sheets of paper including the attestation clause and signatures of witnesses, this ~$'~ day of 0~.'~0%Elk ,2003. ,_.-~//d~..~!.~4,~-'~, .X~.~-~.- (SEAL) FRANCES M. GISH Signed by FRANCES M. GISH, by her declared to be her Will in our presence, who have hereunto subscribed our names as witnesses in her presence and at her request, this 2.$TM day of Oc..~Ot,rr, lk ,2003. residing at ~ ~A It[0~7 -2- COMMONWEALTH OF PENNSYLVANIA : : COUNTY OF L.F_~:~k~g : WE, FRANCES M. GISH, GERALD J. BRINSER and ~g,[k.'t~ g,. ~EMr['Eg, , the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly affirmed, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as witnesses and that to the best of our knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. FRANCES M. GISH wffrN SS /' WITNjEsS0 ' ~0 Subscribed, sworn or affirmed and acknowledged before me by FRANCES M .GISH, the testatrix, GERALD J. BRINSER and IB,~4UI~ g,. ~[..[~:l:[.~. , witnesses, this day of ~)t.'l'l)EElk ,2003. #OIARI^L $~1. I SHARON It WOtFE, NOTARY PUBLIC PALMYRA BORO., CEBANON COUNTY MY COMMISSION EXPIRES JAN. 31. 2001 Notary Publ~, -3- GERALD J. BRINSER KEITH D. WAGNER JOHN M. ZIMMERMAN LAW OFFICES BRINSER, WAGNER ~t ZIMMERMAN 6 EAST MAIN STREET - SECOND FLOOR (EAST MAIN 6' SOUTH RAILROAD STREETS) P. O. BOX 323 PALMYRA, PA 17078 PHONE: (717) 838-6348 FAX: (717) 838-6912 November 2, 2004 MECHANICSBURG OFFICE MESSIAH VILLAGE 100 MT. ALLEN DRIVE MECHANICSBURG, PA 17055 PHONE/FAX (717) 795-I737 Glenda Famer Strasbaugh, Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 In Re: Frances M. Gish Estate File No. 21-04-0432 Dear Ms. Strasbaugh: Enclosed you will find two (2) copies of the Inheritance Tax Return for the above- captioned estate, along with the Inventory. Also enclosed are four (4) checks: #110 in the amount of $1,329.58 in payment of the balance of tax due; #111 in the amount of $35.00 in payment of the additional cost of letters; #112 in the amount of $15.00 in payment of the Inheritance Tax Return filing fee; and #11159 in the amount of $10.00 in payment of the Inventory filing fee. If you have any questions, please feel free to give me a call. Thank you. GJB/wlc Enclosures Very truly yours, BRINSER, WAGNER & ZIMMERMAN Gerald J. Brinser c file REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of GISH~ FRANCES M. also known as . Deceased No. 21 04 0432 Date of Death 4/22/2004 Social Security No..182-22-7169 Pemonal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonvmalth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities. Name of Attorney: I.D. No.: GERALD J. BRINSER 25-1891407 Personal Representative: JOHN EBERSOLE Address: 6 E. MAIN STREET PALMYRA PA 17078 Telephone: .(.717)838-6348 Dated NOVEMBER 2~ 2004 Description Cash, Bank Deposits, & Misc. Personal Property BIC FOUNDATION ~ CERTIFICATE OF DEPOSIT #12743 (INCLUDES ACCRUED INTEREST OF $203.09) BIC FOUNDATION - CERTIFICATE OF DEPOSIT #12969 (INCLUDES ACCRUED INTEREST OF $118.17) AMERICAN EXPRESS FINANCIAL - ANNUITY #93004200416 6 004 AMERICAN EXPRESS FINANCIAL - ANNUITY #93007207547 4 004 PNC BANK - CHECKING ACCOUNT #5070098739 (INCLUDES ACCRUED INTEREST OF $.69) (Attach Additional Sheets if necessary) Val{~ 17,852.89 10,387.72 31,929.93 30,656.38 10,615.42 Total 208,892.16 · real estate outside the Commonwealth of Pennsylvania may, at the election of the persona representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 GISH, FRANCES M. Description of Inventory Continuation of Inventory Pa,qe 1 21 04 0432 Description PNC BANK - SAVINGS ACCOUNT #5001902885 (INCLUDES ACCRUED INTEREST OF $6.72) PNC BANK - CERTIFICATE OF DEPOSIT #31800021450 (INCLUDES ACCRUED INTEREST OF $20.40) PNC BANK - CERTIFICATE OF DEPOSIT #31600212718 (INCLUDES ACCRUED INTEREST OF $297.81) FIDELITY INVESTMENTS - ANNUITY POLICY NO. L9013238 VERIZON - REFUND Value 25,800.02 42,349.69 7,942,81 31,347.27 10.03 ~"~! $ 107,449.82 GmndTo~l $ 208,892.14; COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17188-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1 162 EX(11 96) NO. CD 004582 BRINSER GERALD J 6 E MAIN STREET, 2ND FLOOR P O BOX 323 PALMYRA, PA 17078 fold ESTATE INFORMATION: SSN: 182-22-7169 FILE NUMBER: 2104-0432 DECEDENT NAME: GISH FRANCES M DATE OF PAYMENT: 11/03/2004 POSTMARK DATE: 1 1/02/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/22/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I 81,329.58 TOTAL AMOUNT PAID: $1,329.58 REMARKS: SEAL CHECK#II0 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES . __ INHERITANCE TAX DIVISION PFrr'PF,\"i PO BOX Z8D60l I L 'J ~c' ,,- " HARRISBURG, PA 17128-0601 I"-r.......r- r,;- " ':':t"l1.....t I.)'i- NOTICE OF INHERITANCE TAX .' .,',' I rePRAISE/'IENT, ALLOWANCE OR DISALLOWANCE . '. -.JoF DEDUCTIONS AND ASSESS/'IENT OF TAX 2005 JAli I 0 Al'1 9: 41 CLEHI\ OF .nQ ~I" 'RT .oRPHI~'I" vj.J' :~~~~~R J E~:~et'l~'Y'J'\"! C' ':';\ PO BOX 323 PALMYRA PA 17078 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-03-2005 GISH 04-22-2004 21 04-0432 CUMBERLAND 101 *' REV-15~1 EX iFP <09-04) FRANCES M Allaunt Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=is4-j-EX-AFP--roFo3Y-iloWCE"OF-i:-N"iiEififAifCE-YAx-jrpiiRAisEi"-Eil't~--Ai.rOWAifcE-CrR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GISH FRANCES M FILE NO. 21 04-0432 ACN 101 DATE 01-03-2005 TAX RETURN WAS: I X) ACCEPTED AS FILED ) CHANGED NOTE: If an assessment was issued previoUSly, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rat. (15) 16. Amount of Line 14 taxable at Lineal/Class A rat. (16) 17. AMount of Line 14 .t Sibling rat. (17) 18. AMount of line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due .00 X 00 = .00 44,231. 52 X 045 = 1,990.42 .00 X 12 = .00 88,463.04 X 15 = 13,269.46 (19)= 15,259.88 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds (Schedule BJ 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule FJ 7. Transfers (Schedule GJ 8. Total Assets (1) (2) (3) (4) (5) [6) (7) .00 .00 .00 .00 208,892.16 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule Il 11. Tote1 Deductions 12. Net Value of Tax Return 13. Charitable/Govern..ntal Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 26,200.98 5.765.10 Ill) (12) (13) (14) NOTE: To insure proper credit to your account~ submit the upper portion of this form with your tax pay..ent. 208,892.16 ~I .966 DR 176,926.08 44,231. 52 132,694.56 TAX "REDIT": ,+, A/'IDUNT PAID DATE NU/'IBER INTEREST/PEN PAID 1-) 07-19-2004 CD004180 700.00 13,300.00 1l-02-2004 CD004582 .00 1,329.58 TOTAL TAX CREDIT 15,329.58 BALANCE OF TAX DUE 69.70CR INTEREST AND PEN. .00 TOTAL DUE 69.70CR "1 * IF PAID AFTER DATE INDICATED~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAY/'IENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ" YOU HAY BE DUE ( A REFUND. SEE REVERSE SIDE OF THIS FDR/'I FOR INSTRUCTIONS.) ~/\ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT GERALD J BRINSER BRINSER ETAL PO BOX 323 PALW(,RA DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN '* REV-liD? EX AFP t12-04> 02-14-2005 GISH 04-22-2004 21 04-0432 CUMBERLAND 101 Amount Relli Hed FRANCES M PA 17078 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: ,..'Ji'''.... -'. ..J REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: Tqj.nsul(B.::~roper credit to your account, subllit the upper portion of this forll with your tax paYllent. g~;t~g;c:.t~g":.~~~tf!".~...;~~~~~fni~r4~YX~;l~A~~~,..I!~~;~W..~.........._...".".. ESTATE OF GISH FRANCES M FILE NO.21 04-0432 ACN 101 DATE 02-14-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-27-2004 PRINCIPAL TAX DUE:, PAYMENTS (TAX CREDITS): 15,259.88 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-19-2004 CD004180 700.00 13,300.00 11-02-2004 CD004582 .00 1,329.58 01-31-2005 REFUND .00 69.70- TOTAL TAX CREDIT 15,259.88 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 If ~ SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, vnll MAY RF DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J Cumberland County - Register Of WlllS One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/07/2006 EBERSOLE JOHN L 1238 MAIN STREET AKRON, PA 17501 RE: Estate of GISH FRANCES M File Number: 2004-00432 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 is due by: 4/22/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~.~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel V~ Cumberland County - Register ur Wl~~~ One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/07/2006 BRINSER GERALD J 6 E MAIN ST 2ND FL PO BOX 323 PALMYRA, PA 17078 RE: Estate of GISH FRANCES M File Number: 2004-00432 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 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 is due by: 4/22/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, .~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) VY LAW OFFICES BRINSER, WAGNER & ZIMMERMAN 6 EAST MAIN STREET - SECOND FLOOR (EAST MAIN & SOUTH RAILROAD STREETS) P. O. BOX 323 PALMYRA, PA 17078 PHONE: (717) 838-6348 FAX: (717) 838-6912 UERALD J. BRINSER KEITH D. WAGNER JOHN M. ZIMMERMAN MECHANICS BURG OFFICE MESSIAH VILLAGE 100 MT. ALLEN DRIVE MECHANICSBURU, PA 17055 PHONE/FAX (717) 795-1737 March 10, 2006 Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Re: Estate of Frances M. Gish Dear Sir/Madam: Enclosed please find my Status Report for filing in the above-referenced Estate. Please time-stamp and return the copy in the envelope provided. Thank you for your assistance! Very truly yours, BRINSER, WAGNER & ZIMMERMAN ~~R{~~- Gerald J. Brinser GJB/jag Enclosures c,:\ I J o Register of Wills of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 FRANCES M. GISH Estate No.: APRIL 22, 2004 2004-00432 Date of Death: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes IKl No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: N / A 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 0 No ~ b. The separate OrPhans' Court No. (if any) for the personal representative's account is: N / A c. Did the personal representative state an account informally to the parties in interest? Yes ill No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. j~{~~ Signature Gerald J. Brinser, Esquire BRINSER, WAGNER & ZIMMERMAN Name 6 E. Main St. - P.O. Box 323 Palmyra, PA 17078-0323 Address Date: 3/;<> lo? . , 717-838-6348 o t:. : I Telephone No. r"-....___......:...... n D.........,.,......_.--l D.:...........o'""a.....,.+I"l+~"(ro. '-a.po,\"'lL)'. .LJ. J. \"fJ..:')v.u.a.1 .1.'\..""'tI1.V";)vu\.U.u" v ill Counsel for personal representative ~}