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Home My WebLink About02-25-09 15056051058 REV-1500 EX 06-05) ( OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 08 0740 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 175-22-5609 05/25/2008 10/02/1929 Decedent's Last Name Suffix Decedent's First Name MI Gabig Francis C (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust U 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Michael A. Scherer (717) 249-6873 Firm Name (If Applicable) REGISTER OF WILLS USE ONLY O'Brien Baric & Scherer ~ First line of address C - ~:: -° ~ ~? ``' 19 West South Street '} "'~ ~ " ' '' Second line of address ~ ~'~ ~' } ~~) c - flA]`~FIL~D : jL' f City or Post Office , State ZIP Code ' - ~ - ~ ~ - Carlisle - I Q ;:;~ PA 17013 7> , ,_~ ~ __,_~ Correspondent's a-mail address: mscherer@ObSIaW.COm Under penalties of 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 complet~ef~D~e~cl~aration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF P~E~IRS~OI~,V "'BIBLE FOR FILING~R/E~TURN DATE ADDRESS 365 Walnut Street, Carlisle, Pennsylvania 1701 SIGN~~Uiji~ O ~ REt;'AREfrT~O,THER THAN REPRESENTATIVE DATE ~~r ~ 0 2.2 3• p ~1 19 West South Street, Carlisle, Pennsylvania 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 ~~ J REV-1500 EX 15056052059 Decedent's Social Security Number Francis C Gabi Decedent's Name: g 175-22-5609 RECAPITULATION _. _ 1 . Real estate (Schedule A) . ......... ............................... .... 1. 2 . Stocks and Bonds (Schedule B) .................................... ... 2. 3 . Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages & Notes Receivable (Schedule D) . ......................... ... 4. 5. Cash, Bank Deposits ~ Miscellaneous Personal Property (Schedule E) ..... ... 5. 17,498.39 6. Jointly Owned Property (Schedule F) ':..;. Separate Billing Requested .... ... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) "" Separate Billing Requested..... ... 7. 8. Total Gross Assets (total Lines 1-7) ............... ....... 8 . ........... ... . 17,498.39 9. Funeral Expenses & Administrative Costs (Schedule H) ......... g ......... . ... 14, 720.43 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..... 10 ........ ... . 210.83 11. Total Deductions (total Lines 9 & 10) .......................... 11 ...... ... . 14,931.26 12. Net Value of Estate (Line 8 minus Line 11) ..................... 12 13. ....... Charitable and Governmental Bequests/Sec 9113 Trusts for which .. . 2,567.13 an election to tax has not been made (Schedule J) ...................... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .. ........ 14 _ .......... _ __ __. . - _ _.. .. . 2,567.13 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .0 45 17. Amount of Line 14 taxable 16. 115.52 at sibling rate X .12 17 18. Amount of Line 14 taxable at collateral rate X .15 .., 19. TAX DUE ......................................................... 19. 115.52 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT • 15056052059 Side 2 I-. 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 08 0740 3. InterestlPenalty if applicable Total Credits (A + g + C) (2) 555.76 D. Interest E. Penalty 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.tal InterestlPenalty (D + E) (3) 0.00 Fill in oval on Page 2, Line 20 to request a refund. (4) 440.24 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. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 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: a. retain the use or income of the property transferred :................................................................................... Yes ...... ^ No 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 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? ....................................................................................................... ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ........ ....... ^ .. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which .... contains a beneficiary designation? ......................................_ n r-, IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments (1) 115.52 A. Spousal Poverty Credit B. Prior Payments 550.00 C. Discount 5.76 REV-1508 EX+ (6-98) a-. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT CJIHIt Vr SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Francis C. Gabig FILE NUMBER 21-08-0740 Include the proceeds of litigation and the date the proceeds were received by the estate. All orooerfv inin4lv_n.......d .. :ate _._~. _~ _ . . REV-1511 EX+ (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES $c INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF Francis C. Gabig FILE NUMBER 21-08-0740 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION ~' Hoffman-Roth Funeral Home, Carlisle, PA 2. Reception following funeral: Coakley's Restaurant, New Cumberland B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2 Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4• Probate Fees 5• Accountant's Fees 6. Tax Return Preparer's Fees ~~ Cumberland Law Journal $~ The Valley Times Star 9. Trash removal from decedent's residence TOTAL (Also enter on line 9 Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) 6, 735.04 2,016.64 1, 500.00 153.00 75.00 95.75 4,145.00 14, 720.43 REV-1512 EX+ (12-08) ~~i pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS Francis C. Gabi FILE NUMBER Report debts incurred by the decedent nrinr r„ ,~o~a a~....__:__~ __ .. ... 21-08-0740 o-.u ' Pouv~r NATIONAL BANK July 28, 2008 Law Offices of O'Brien, Baric, & Scherer 19 West South St. Carlisle, Pennsylvania 17013 Dear Mr. Michael A. Scherer: This is to inform you that Checking account number, 303395306, for Francis C. Gabig has been closed. A Cashiers check for the remaining balance, $12,951.29, was made payable to the Estate and sent to William I. Gabig at 365 Walnut St. Carlisle, PA 17013 on July 23, 2008. This account was titled in the names of Lt Col Francis Gabig or Mrs. Francis C. Gabig and was opened in 1955. If you have any other questions or need further assistance with this matter please free to contact me. Sincerely, ~.~~' ~ / ~ a'L~ ~-kJ~- Michelle Balfe Customer Service , s~~ ~ ~ ~z Representative Phoebus Branch (757) 728-1210 ~, . _. Phoebus Ofbce, 1 West Mellen Street, Hampton, Virginia 23663 (757) 728-1200/FAX (757) 728-1891 Revs/99 2001 Saturn SL 1 -Private Party Pricing Report -Official Kelley Blue Book Site Page 1 of 2 ~ Kelley Blue THE TRUSTEDRESOURGE *=* Send to Printer advertisernenC V ~~~V 1 ~~1'~~ 1'1~, $~raifeverymonth Vericcsn Nigh Speed Internet + DIRT= + Phone tir ~~ life ~,f y~,~: _ ^rrrract .. r__. ~..-~'''ireri~n - - - -- - - , ~ on~ne€xdusve SAVE S6ti A YEAR I i'~ ~ ~~+~~nrn~o~r. ~_ - _ - - -~ - ~~ -~ - - - - ~ _ CLICK FOR MORE IMFORMpTIOM ~ Y 2001 Saturn SL1 Sedan 4D 8~~~ ~~QK ' 1~~~~A~~ p~~l~ ~A~E _._...,__ advertisement - ~~'~~ Condition Value .~~: :_„~,,: Excellent $4,185 Good $3,810 (Selected) Fair $3,360 Vehicle Highlights Mileage: 63,821 Engine: 4-Cyl. 1.9 Liter Transmission: Automatic Drivetrain: FWD Selected Equipment Standard Air Conditioning Tilt Wheel Dual Front Air Bags Power Steering AMlFM Staran Blue Book Private Party Value Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. Vehicle Condition Ratings Excellent •' ~ $4,185 • Looks new, is in excellent mechanical condition and needs no reconditioning. • Never had any paint or body work and is free of rust. • Clean title history and will pass a smog and safety inspection. • Engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. • Complete and verifiable service records. less than 5% of all used vehicles fall into this category. GOOd (Selected) • Free of any major defects. $3,810 t ~ .. x ~~ m iral.i il~r I if ;n1F ~~ ~r.l3gel°Y x~ ',:~, ~.~:.• :_..~: Experlarl ; #~ ti~,~ arrii Close Window http://www.kbb.com/KBB/UsedCars/PricingReport.aspx?Yearld=2001&Milea~e=63821&_ ~/~~~~nno 2001 Saturn SL 1 -Private Party Pricing Report -Official Kelley Blue Book Site Page 2 of 2 • Clean title history, the paints, body, and interior have only minor (if any) blemishes, and there are no major mechanical problems. • Little or no rust on this vehicle. • Tires match and have substantial tread wear left. • A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Fair $3,360 • Some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. • Clean title history, the paint, body and/or interior need work performed by a professional. • Tires may need to be replaced. • There may be some repairable rust damage. P04r • Severe mechanical and/or cosmetic defects and is in poor running NSA condition. • May have problems that cannot be readily fixed such as a damaged frame or crusted-through body. • Branded title (salvage, flood, etc.) or unsubstantiated mileage. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of these vehicles varies greatly. A vehicle in poor condition may require an independent appraisal to determine its value. * Pennsylvania 2/23/2009 http://www.kbb. com/KBB/UsedCars/PricingReport.aspx?Yearld=2001 &Mileage=63 821 &... 2/2 ~ /~nn4 July 9, 2008 ~j ~''t- ~ William I. Gabig J ~ 365 Walnut Street Carlisle, PA 17013 ~ ~- ~ ~ 3 ~~ . ~ 1 The Funeral Service for Francis C. Gabig 15339-124 We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWIlVG IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT AND MERCHANDISE THAT YOU SELECTED WHEN • , MAKING ~ FUNERAL ARRANGEMEN'T'S OUR SERVICE . Basic Services of Funeral Director & Staff ' - ____ __ _ __ - 4 - _ Other Preparation of the Body . ~ ~I89S.aG - - - _._ • ~ • FACILITY, STAFF, EQUIPMENT $260.00 Funeral Ceremony( Conducted at Funeral Home) , Graveside Services $320.00 USE OF STAFF & EQUIPMENT ~ ~ ~ ~ $190.00 Transfer of Remains to Funeral Home Casket Coach (Hearse) $220.00 Flower Car. $250.00 Family Car (Eight Passenger Limousine) • $120.00 Lead /Clergy /Errand Car , $150.00 FUNERAL HOME SERVICE CHARGES $11S.00 . 53520.00 SELECTED MERCHANDISE: Sandhurst Casket . . Visitor Register ~ ~ ~ $1950.00 Memorial Folders , $25.00 THE COST OF OUR SERVICES 'EQUIPMENT AND MERCHAND TH $25.00 , LSE AT YOU HAVE SELECTED . - $5520.00 Cast Advances Newspaper Obituary Notice -Valley Times , Newspaper Obituary Notice -Sentinel, $35.00 Newspaper Obituary Notice -Patriot News $133.22 ~'g~sk $298.82 Clergy Offering $125.00 Certified Copies of Death Certificate ~ ~ ~ ~ ~ ~ $175.00 Cantor . $60.00 Altar Server . $50.00 Newspaper Obituary Notice -Pittsburgh Post Gazette $20.00 , . $318.00 TOTAL. CASH ADVANCES AND SPECIAL CHARGES . . • 51215.04 Total Total Cost , . . . . . . . . . . . . $6735.04 Francis C. Gabig APL Eiecfiric fiilifiies Electric Service For: PATRICIA M GABIG 20 W MAIN ST NEWVII,LE PA 17241 Questions about this bill? Please contact us by Aug 27 atl-$00-341_5775 (1-500-DIAL,-PPI,) or write to: ~, n®L ~o^p ~ n~ o ~o, ?oo o, o D> ~~ oa°. ooJo a, Summary Page Balance as of Aag 6, 2008 Chages: Tota>-PPL ELECTRIC UTILITIES Chazges $50.57 Total Charges $50.57 Account Balance Page 1 92670-79013 $(1.00 ~lr~-l °~ $50.57 Customer Service 827 Hausman Rd. ~t ~~ •~ Allentown, PA t./'" 18104-9392 W~_pplelectric.com ~' ~' v Electric Use KWH -Average Per Day Meter Reading Information This part of your bi11 helps you understand your electric use. Types of Meter Readings: Actual . Estimated Customer 24 20 16 12 4 0 Meter #84616213 Aug 6 Actual 46II2 Jul 8 Actual 45692 2.9gDraaps KWH ilia ~ 420 KWH you used each day~You used 420 KWH m 29 days, or an average of I4 KWH a day. The average Bal~lyy temperature for your area last month was 77F. Other important information on back ~ J J A 2007 Months 2008 USAA SAVINGS BANK P.O. BOX 14050 LAS VEGAS, NV 89114-4050 WILLIAM I GABIG 2715 PATRICIA M GABIG 365 WALNUT ST CARLISLE PA 17013-3752 utlllntlllnnn~~n~~nt~~t~ni~t~t~nt~t~t~~ut~i~~~~rn USAA CREDIT CARD SERVICES 10750 MCDERMOTT FWY SAN ANTONIO, TX 78288-0570 003204898 542039615422833 0 A ~~ USAA SAVINGS USAA BANK Account number Account number ' Credit limit • Available credit Please detach and mail the Coupon above with your payment. VISA Statement closing date 06/03/08 Previous balance $2,105.10 Payments 0 00 Purchases and Debits 2,978.98 TOTAL FINANCE CHARGES 18,38 New balance $5102.47 Minimum payment due $0 00 Payment due date 06/28/08 TO AVOID ADDITIONAL FINANCE CHARGES ON PURCHASES, PAY YOUR ENTIRE NEW BALANCE, EVEN IF YOU EXPECT TO RECEIVE A CREDIT, BY THE DUE DATE SHOWN ABOVE. MAILED PAYMENTS RECEIVED AFTER 12:00 P. M. CENTRAL TIME WILL BE CREDITED THE NEXT BUSINESS DAY. Questions? Call Customer Service (800) 531-2265 Lost or Stalen cards? (866) 550-5678 Or write us at: P.O. BOX 65020, SAN ANTONIO, TX 78265-5020 • Remet payment to: USAA CREDIT CARD SERVICES 10750 MCDERMOTT FWY SAN ANTONIO, TX 78288-0570 Visit us at www.usaa.com ~~ansacavns Trans Past Card Re/erence Number Descri t/on Amount BEGINNING BALANCE REBATE EARNED/ADJUSTED THIS PERIOD ENDING BALANCE 30.28 29.79 60.07 FOR QUESTIONS ABOUT YOUR USAA CASH REWARDS PROGRAM (800) 531-2265, 24 HRS, 7 DAYS A WEEK. FINANCE CHARGE Nominal Average Monthly Annual Periodic Daily Periodic Percentage Finance Balance Rate Rate Char e Purchase ¢~ ~o~ a~ ~~oo, -. ,,,._. _ _ "~\ x' i ,~~ •~ /~4 J ~Iv >~nf v ~,;~ ; y t,'r ,,;~ ~~ ~ . ;~ ~' ,~~~~~ ~~ 9,, f ~ , : USAA CASH REWARDS PROGRAM V ~~ ~ Pte- ~~- ~~ ~v~~ ~-~ i ~~ l~.XlYI /° ~ t~( ~l ~ ~~ ~, _ ~ ~~, ~~ ~ti ~_ ~, ~.,