HomeMy WebLinkAbout04-0220Will
PETITION FOR PROBATE and GRANT OF LETTERS
Will
Estate of Richard E. Gipe
late of Cumberland County, PA, Deceased
Social Security No. 198-22-8774
No.:
Register of Wills for the County
of Cumberland of the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that: Your petitioner is 18 years
of age or older, is the surviving daughter of decedent, and is named as the executrix
named in ITEM IV of the last will of the above decedent, dated April 3, 2003. There is no
codicil to the will.
Decedent was domiciled at his death in Cumberland County, Pennsylvania, wi,th his
principal residence at 26 Harmon Road, Newburg, PA 17240. (~ ~)~
Decedent, then 74 years of age, died February 19, 2004, at Carlisle Hospital, 246 Parker
Street, Carlisle, PA 17013.
Except as follows, decedent did not marry, was not divorced 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: None.
Decedent at death owned property' With estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Persona! property in Pennsylvania
(If not domiciled in Pa.) Personal propetty in County
Value of real estate in Pennsylvania situated as follows:
TOTAL
$54,110.00
N/A
N/A
N/A
$54,110.00
WHEREFORE, petitioner respectfully requests the probate of the last will presented
herewith the grant of Letters Testamentary thereon.
Signature of Petitioner:
Residence of Petitioner:
Kath~'A.-Nicl~e
41 Tiffany Drive, Shippensburg, PA 17257
!
OATH OF PERSONAL REPRESENTATIVE
COMMOMWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petitioner above named, Kathy A. Nickle, swears or affirm that the statements in the
foregoing petition are true and correct to the best of the knowledge and belief of
petitioner and that as personal representative of the above petitioner will well and truly
administer the estate according to law.
Sworn to or affirmed and subscribed )
before me this 4th day of March, 2004 )
)
t-or the h[egiszer
C~,~FA~ S~ASBAUG~
Katl~y A. Ni~kle '
Estate of Richard E. Gipe, Deceased
No.' 21-2004 -220
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, March 4, 2004, in consideration of the petition on the reverse side hereof,
satisfactory proof having been presented before me, IT IS DECREED that the instrument
dated April 3, 2003, described therein be admitted to probate and filed of record as the
last will of Richard E. Gipe, and letters testamentary are hereby granted to Kathy A.
Nickle.
Documents Attached:
Oath of Subscribing Witness(s) N/A
Oath of Non-su.b~cribihg Witness(s) N/A
~e~th of V~tnesS[~ to mark N/A
R~uncia~on(s): ..! N/A
Testanentary
Short Certificate
x'pa_~es ( 4 )
JCP Fee
Total
Executor will piek up
Letters 3/4/04.
Sl15.00
$ 12.00
S 12.00
S i0.00
$i49.00
Register of Wills
GLENDA FA~NE~ STRA~qBAUGH
Attorney: Joseph A. Macaluso
Sup. Ct. I.D. No. 38262
9614 Rowe Run Loop
Shippensburg, PA 17257
(717) 532-4832
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00 ~ '~ "~(~~ ~Registrar
P 9913439
No. ~ ~ Date
H105.1~1 Rev 2/87
TYPE/F*RINT
PERMANENT
BLACK INK
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
" RICHARD E. GIPE SR. z. Male a. 198 -- 22 -- 8774 *.Feb 19 2004
~ v. m ; I
~,~-,, , I I It"~ p ~ 17.~r~ ~- PA Ik I ~ '=~--~ ~)~
Cmberland [k.Carlisle I~ mr~iml~ ~;~=a ~¢a- ~- -- I~--~.,~. ' I
u~ ~7L~. Pennsylvania ~ ,7,.~.~ UDDer Mifflin Township
26 Harmon Rd.
,t Newburg, PA 17240
I~';~°"~'-'.~"S ~1~ fr, ~7~. i?e 'L Ruth Gerhart
~S~IT~N ................ { - · · Shzooensbur~ PA 17257
~. Kathy A. Nlckle ~ 41 Tiffany Dr
m~~ ~1 ~[ .......... { [ Shippensburg
~ - 12~b.r~. la, Z~ [2,c Sprinq Hill Cemetery J21d Cumberland Count PA
~.~' ~' ~./~- lab. 012984-L
~ .~m~mly~m.,~i~ Im~i~myu..' - mm~atl~bm, dam~---- ,-~ - -' ~ ~ .... P-O. ~x 336. ~ PA 17257
. ,~.~
I
LAST WILL AND TESTAMENT OF
RICHARD E. GIPE
I, RICHARD E. GIPE, of 26 Harmon Road, Newburg, Pennsylvania 17240, declare
this to be my last will and testament and revoke any will previously made by me.
ITEM I: I direct that all my just debts, expenses, and inheritance taxes that may be
assessed in consequence of my death of whatever nature and by whatever jurisdiction
imposed, shall be paid by my executrix hereinafter named, as soon as may be
convenient after my death.
ITEM I1: (a) I give, devise and bequeath all the rest, residue and remainder of my
estate of every nature and kind, whether real estate or personal property, wherever
situate to my son, Richard E. Gipe, Jr., my daughter Kathy A. Nickle, and my son, Harry
D. Gipe, in equal shares per stirpes.
(b) Should my son, Richard E. Gipe, Jr., predecease me, ~then I give, devise, and
bequeath his share to his living issue in equal shares per stirpes, and if he should
leave no living issue, then to such of my other children named above who survive me,
in equal shares per stirpes.
(c) Should my daughter Kathy A. Nickle, predecease me, then ! give, devise, and
bequeath her share to her living issue in equal shares per stirpes, and if she should
leave no living issue, then to such of my other children named above who survive me,
in equal shares per stirpes.
(d) In the event that any share passes under ITEM II. (b) or ITEM II. (c) of my
last will and testament to a minor, I appoint the surviving parent of the minor as
guardian of the property of the minor. Such guardian shall have the power to use
principal as well as income from time to time for the minor's maintenance, support and
education without regard to his or her parent's ability to provide for such maintenance,
support and education, or to make payment for these purposes, without further
responsibility, to the minor or to any person taking care of the minor. At such time as
the child reaches 18 years of age, the child shall receive the balance of his or her
share outright.
(e) Should my son, Harry D. Gipe, predecease me, then I give, devise, and
bequeath his share to his living issue in equal shares per stirpes, and if he should
leave no living issue, then to such of my other children named above who survive me,
in equal shares per stirpes. In the event that any share passes under this ITEM II. (e)
of my last will and testament to a minor, then the share of such beneficiary shall be
held by my trustee hereinafter named, IN SEPARATE TRUST, for the following
uses and purposes:
1) My trustee hereinafter named may accumulate the income from that
share of such beneficiary or so much thereof from time to time as she considers
advisable; and my trustee may expend and apply so much of the net income
including accumulated income and so much of the principal of that share as my trustee
may consider necessary for the support, maintenance, education, and medical care of
such beneficiary.
2) When such beneficiary reaches age eighteen (18), the then entire
remaining principal and any accumulated income or undistributed income of the share
of such beneficiary shall be distributed to him or her, absolutely.
ITEM II1: I appoint my daughter Kathy A. Nickle, as trustee of any trust or trusts
created by ITEM I1. (e) of this my last will. Should my said daughter predecease me, or
fail to qualify or cease to act as trustee, I appoint my son, Richard E. Gipe, Jr., as
trustee of any trust or trusts created by ITEM I1. (e) of this my last will.
ITEM IV: I appoint my daughter Kathy A. Nickle, as executrix of this my last will and
testament. Should my said daughter predecease me, or fail to qualify or cease to act as
executrix, I appoint my son, Richard E. Gipe, Jr., as executor of this my last will and
testament.
ITEM V: I direct that any fiduciary appointed under this my last will and testament
shall not be required to give bond for the faithful performance of their duties in any
jurisdiction.
ITEM VI: My executrix or her successor named herein shall have wide discretionary
powers as to the selling or renting of any real estate or personal property and as to
investment of any assets during the administration of my estate; otherwise she shall
use the judgment of a prudent person in the handling of my estate. My trustee or her
successor named herein shall have wide discretionary powers as to the selling or
renting of any real estate or personal property and as to investment of any assets
during the administration of any trust created hereunder; otherwise she shall use the
judgment of a prudent person in handling such trust.
IN WITNESS WHEREOF, I have hereunto set my hand this ._~ day of April,
2003.
RICHARD E. GIPE
This Last Will and Testament, consisting of a total of five type-written pages
including the next page, identified by the signature of the testator, Richard E. Gipe, was
on the day and date thereof signed, published and declared by Richard E. Gipe, the
testator therein named, as and for his last will, in the presence of us, who, at his
request, in his presence, and in the presence of each other have subscribed our names
as witnesses hereto.
Witness
Commonwealth of Pennsylvania
County of Franklin
SS.
We, Richard E. Gipe, g-d/~g£ ~ ~ x~J'J¢,~/_£ , and
,,~-~-f? ~ ~./~'/~=~ ~,~ , the testator and witnesses,
respectively, whose names are signed to the attached or foregoing instrument, having
been duly qualified according to law, do hereby declare to the undersigned authority
that the testator signed and executed the instrument as his Last Will and that he signed
it willingly and that he signed it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the testator,
signed the Will as witness and that to the best of their knowledge the testator was at
the time eighteen years of age or older, of sound mind and under no constraint or
undue influence.
Richard E. Gipe
Wi{ness -
Subscribed, affirmed and acknowledged before me, by Richard E. Gipe, the testator,
and subscribed and affirmed before me by ~-o/~,~,d~ ~' ?v/jc/~L,E and
(.~T~5~__~ ~r ~.A~c~./,-~x~cJ , witnesses, this ~ day of April,
2003. ~ - (Seal)
~rt{y'l'.~)~acaluso, Notary Public
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Estate of Richard E. Gipe
PA File No. 21-04-0220
File No. 2004-00220
Date of death: February 19, 2004
TO: THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
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 of the
above-captioned estate on May 18, 2004:
Name Address
Kathy A. Nickle 41 Tiffany Ddve, Shippensburg, PA 17257
Richard E. Gipe, Jr. 1723 S. 9th Street, Omaha, NE 68108
Harry D. Gipe 21 W. Main Street, Newville, PA 17241
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Dated: May 18, 2004
RULE 5.7 IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR
PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be determined wholly or partly by the
decedent's will. If the decedent died without a will, whether you will receive any money or
property will be determined.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
Estate of Richard E. Gipe
PA File No. 21-04-0220; File No. 2004-00220
TO:
Kathy A. Nickle
41 Tiffany Drive
Shippensburg, PA 17257
Richard E. Gipe, Jr.
1723 S. 9th Street
Omaha, NE 68108
Harry D. Gipe
21 W. Main Street
Newville, PA 17241
PLEASE TAKE NOTICE of the death of the decedent and the grant of letters to the
executrix named below.
The decedent, Richard E. Gipe, died on February 19, 2004, at Carlisle Hospital, 246
Parker Street, Carlisle, PA 17013.
The decedent died testate (with a will). The will has been filed with the Office of the
Register of Wills of Cumberland County, Hanover and High Streets, Carlisle, PA 17013.
A copy of the will may be obtained by contacting the Register of Wills and paying the
charges for duplication.
The executrix of the decedent is: Kathy A. Nickle, 41 Tiffany Drive, Shippensburg, PA
17257, tel. # (717) 530-1509.
Dated: May 18, 2004
December 15, 2004
Joseph A. Macaluso
Attorney At Law
P.O.Box 83
Orrstown Pa 17244
CD (.Z:) rO CD [.S"~
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%ear Si~r o~
Mada~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG, PA 17128-0601
Telephone
(717) 787-3930
FAX (717) 772-0412
Re: Estate of Richard E. Gipe
File Number 2104-0220
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before 05-19-05. Because Section 2136
(d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be
granted that would exceed the maximum time permitted.
Claudia Maffei, Supervisor
Document Processing Unit
Inheritance Tax Division
REV-1500EX{6-00)
.
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
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FILE NUMBER
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COUN1'Y COOE YEAR NUMBER
DECEDENrs NAME (lAST, FIRST, AND MIDDLE INITIAL)
Gi e, RiChard E.
DATE OF DEATH (MM-DO-YEAR) DATE OF BIRTH (MM-OD-YEAR)
2-19-04 5-19-29
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, ANO MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
198
- 22
8774
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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NAME
COMPLETE MAILING ADDRESS
IiJ 1. Original Return
o 4. Limited Estate
[ij6. Decedent Died Testate iAllach GopyofW~IJ
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date ofdealh after 12-12-82)
o 7. Decedent Maintained a Living Trust (AttachcopyofTrust)
010. Spousal Poverty Credlt (da!e(l{dea\tlbelmeel'l 12-31-91 zm11-1-,*}
o 3. Remainder Return (dateofdealt1 priofto 12-1s-.92)
o 5. Federal Estate Tax Retum Required
..Q... 8. Total Number of Sale Oeposn Boxes
o 11. Section 10 tax under SEl<' 9113(A) IA"" so; 0)
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Jose h A. Macaluso
ARM NAME (If Applicable)
9614 Rowe Run Loop
Shippensburg, PA 17257
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TELEPHONE NUMBER
532-4832
OFFICIAL USE ONLY
1. Real Estale (Schedule A)
2. Stocks and Bonds (Schedule B)
(1) 0
(2) 0
(3) 0
(4) 0
(5) 30.545.30
(5) 0
(7) 21.000.00
(B)
(9) 10,516.18
(10) 11 ,391.31
51,545.30
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortllages & _ Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Joint~ Owned Property (Schedule F)
o Separale Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Groos As.... (Iotal Lines 1-7)
9. Funeral Expenses & Adminisl1alive Costo (Schedule H)
10. Debts of Decedent, Morlgage Liabilities, & Uens (Schedule I)
1,. TotaIlIed\ICliono (toIel Unes9& 10)
12. Net Value of Estate (Line 8 minus line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
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(11)
(12)
(13)
21.907.49
29.637.81
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14. Net Value Subject to Tax (line 12 minus Line 13)
(14)
29.637.81
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES
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15. Amount of Une 14 taxable at the spousal tax 0 0
rate, or transfe!s under Sec. 9116 (a)(12) x.O_ (15)
16. Amount of Line 14 taxable at lineal rate 29,637.81 x.O 45 (16) 1,333.70
17. Amount of line 14 taxable at sibling rate iF . ~ x .12 (17) n
18. Amount of Line 14 taxable at collateral rate x .15 (IB) 0
19. Tax Due (19) 1,333.70
200
CHECK HERE IF YOU ARE REOUESTING A REFUND OF AN OVERPAYMENT
"....,X-
Decedent's Complete Address:
STREET ADDRESS
26 Harmon Road
CITY I STATE n. I ZIP 17240
Tax Payments and Credits:
1. Tax Due (Page 1 Lin.19) (1)
2. CreditslPaymenis
A. Spousal Poverty Credit
B. Prio< Payments
C. Discount
Total Crediis ( A + B + C ) (2)
o
3. Inl.restIPenalty Wapplicable
D. Interest
E. Penalty
TotallnteresUPenalty ( D + E ) (3)
4. ~ Line 2 is great.r than Line 1 + Line 3, .nter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. ff Line 1 + Line 3 is greater than Line 2, enter th. difference. This is th. TAX DUE. (5)
A. Enter the interest on the tax du..
(5A)
1,"11'>" dd
B. Enter th. total of Lin. 5 + 5A. This is the BALANCE DUE, (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
1.333.70
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1.333.70
31. 74
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
IKJ
IKJ
IKI
IKI
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IKJ
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
,
Under penalties of perjury, I declare that I have examined this return, induding accompanying schedules and statements, and to the best of my knlMledge and belief, it is true, correct
and complele.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowl9dge.
SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property iransf.rred;.......................................................................................... 0
b. retain the right 10 designate who shall use the property transferred or iis income; ............................................ 0
~ retain a reve"'ionary interest; or.......................................................................................................................... 0
d. receivelhe promise for life of either paymenis, benefits or care? ...................................................................... 0
2. ff death occurred after December 12, 1982, did d.cedentlransfer property within one y.ar of death
without receiving adequate consideration? .............................................................................................................. iii
3. Did decedent own an "in trust for" 0< payable upon death bank account or security at his or her death? .............. 0
4. Did deced.nt own an Individual Retirement Account, annuity, or other non.probate property which
contains a beneficiary designation? ........................................................................................................................ 0
ADDRESS
DATE
41 Tiffany Drive, Shippen~urq, PA 17257
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
ADDRESS
9614 Rowe Run Loop, Shippensburg, PA 17257
DATE
Fo< dates of death on 0< after July 1, 1994 and before January 1, 1995, Ihe tax rate imposed on the net value ofiransfe", to 0< for the us. of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
Fo< dates of death on 0< after January 1, 1995, the tax rate imposed on the nel value of iransfe", 10 or for the use of Ihe surviving spouse is 0% [72 P.S. S9116 (a) (1.1) (iI)].
The statute does not exemDt a iransfer to a surviving spouse from tax, and the statutory requiremenis fo< disclosure of asseis and filing a tax retum are still applicable even W
th. surviving spouse is the Dnly beneficiary.
For dales of death on or after July 1, 2000:
The tax rate imposed on the net value of iransfen; from a deceased chlid twenty-one yea'" of age or younger al death 10 0< for the use of a natural parent, an adoptive parent,
or a stepparent of the chlid is 0% [72 P.S. S9116(a)(1.2)].
The tax rate imposed on the net value Dfiransfe", 10 or forth. use of the decedenfs lineai beneficiaries is 4.5%, 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 transf.", 10 or for the use Df the decedenfs siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined. under Section 9102, as an
individual who has at least one parent in convnon with th. deceden~ whether by blood 0< adoption.
""'-'''EX."." ~_
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COMMONWEAlTH OF PENNSYLVANUI
INHERITANCE TAX RETURN
RESIDENT DE EDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
Richard E. Gipe
21-04-0220
Include the proceeds of Ii~ation and the dale the proceeds were received by the es1ate. All property jolnUy-owned with the right of survivorship must be disclooed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
See attached Continuation Schedule
TOTAL (Also enter on line 5, Recapitulation) S 30,545.30
(If more space Is needed, Insert additional sheels of the same size)
PENNSYLVANIA INHERITANCE TAX RETURN
Re: Estate of Richard E. Gipe
PA File No. 21-04-0220
Estate No. 2004-00220
SCHEDULE E
CONTINUATION SCHEDULE - PAGE 1
CASH, BANK DEPOSITS. AND MISCELLANEOUS PERSONAL PROPERTY
ITEM
NUMB&B
DESCRIPTION
VALUE AT DATE
OF DEATH
Bank Accounts
1.
Checking Account No. 97258033 $ 9,045.30
Manufacturers and Traders Trust Company
35-39 E. King St.
Shippensburg, PA 17257
(see attached statement)
Mi~lIaneous oersonal Drooertv
2.
1998 Ford 150 Truck
V.I.N. 2FTZF1868WCA82
Sold to James Koser on 2/4/05
$ 9,000.00
3.
Commodore Derse Mobile Home
Sold to Craig and Meredith Mitchell
on July 6, 2004
$12,500.00
TOTAL
$30,545.30
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25 HARMON RD
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02-H-Of CltBCK !mJIDD. 3140
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Richard E. Gipe
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
FILE NUMBER
21-04-0220
This schedule must be completed and filed n 1I1e answer to any of questions 1 through 4 on the rev...e stde of the REV-1500 COVER SHEET i5 yes.
DESCRIPTION OF PROPERTY %OF
ITEM INa.UDETIiE ~OF THE TMHSFEREE, THEIR RBATIONSHPTODECEIlENT AND THE DATE OFTRANSFER DATE OF DEATH DECD'S EXCLUSI~~ TAXABLE VALUE
ATTACH ACOPVOFTHEDEED FOR ~ ESTATE.
NUMBER VALUE OF ASSET INTEREST IFAPPUCAllLE
1. See attached Continuation Schedule
TOTAL (Also enter on line 7, Recapitulation) 1$ 21,000.00
(~more space is needed, insert additional sheets of the same size)
.. ._.._-_._'+-_.,_.._-,~..,,--,,--
PENNSYLVANIA INHERITANCE TAX RETURN
Re: Estate of Richard E. Gipe
PA File No. 21-04-0220
Estate No. 2004-00220
SCHEDULE G
CONTINUATION SCHEDULE - PAGE 1
INTER-VIVOS TRANSfERS ~ MISC. NON-PROBAtE PROPERTY
This Schedule must be completed and filed if the answer to any questions 1 through 4 on the reverse side
of the REV-1500 COVER SHEET is yes.
Item
Number
Description
ofProoertv
%of
Date of Death Deoedenfs Exclusion
Value of Asset Interest (if lIDDIiesl
Taxable
Value
1.
Cash gift $10,000.00 100%
made 12-25-03
to Kathy A. Nickle
(daughter)
Cash gift $10,000.00 100%
made 12-25-03
to Richard E. Gipe, Jr.
(son)
$3,000.00 $7,000.00
2.
$3,000.00 $7,000.00
3.
Cash gift
made 12-25-03
to Harry D. Gipe
(son)
$10,000.00 100%
$3,000.00 $7,000.00
TOTAL
$21,000.00
REV"~" EX+ ('2'99.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATM COSTS
ESTATE OF
FILE NUMBER
Richard E. Gipe
21-04-0220
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
,.
See attached Continuation Schedule
B. ADMINISTRATIVE COSTS:
,. 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
7.
TOTAL (Also enter on line 9, Recapitulation) $ 10,516.18
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
PENNSYLVANIA INH!;RITANCE TAX RETURN
Re: Estate of Richard E. Gipe
PA File No. 21-04-0220
Estate No. 2004-00220
SCHEDULE H
CONTINUATION SCHEDULE - PAGE 1
FVNERAL EXPENSES AND ADMINISTRATIVE COSTS
ITEM
NUMBER DESCRIPTION
A.
FUNERAL EXPENSES
1.
2.
3.
Fogelsanger Bricker Funeral Home $7,232.46
Fisher's Florist - flowers 180.00
Repast 350.00
Total Funeral Expenses
B.
ADMINISTRATIVE COSTS
1.
Personal Representative's Convnission
Names of Executrix:
Kathy A. Nickle
41 Tiffany Drive
Shippensburg, PA 17257
2.
Attorney fees
Joseph A. Macaluso, Esq.
AMOUNT
$7,762.46
o
$2,000.00
PENNSYLVANIA INHERITANCE TAX RETU8fo!
Re: Estate of Richard E. Gipe
PA File No. 21-04-0220
Estate No. 2004-00220
SCHEDULE H
CONTINUATION SCHEDULE - PAGE 2
FUNERAL EXPENSES AND ADMINISTRATIVE COST~
ITEM
NUMI3.j;R DESCRIPTION AMOUNT
B. ADMINISTRATIVE COSTS (continued)
3. Family Exemption -0-
4. Probate fees:
(Cumberland County Register of Wills)
Probate - JCP 10.00
Short certificates 24.00
Extra pages -will 12.00
Letters 115.00
Return 15.00
Inventory 15.00 191.00
5. Kathy A. Nickle - clean-up trailer, hauling 200.00
trash, cleaning supplies in connection
with sale of trailer
6. Accounting services 58.00
H&R Block - final return
7. Legal Advertisements
Cumberland County Legal Journal 75.00
News Chronicle 92.75
167.75
8. Ed Nickle - truck battery and truck clean-up 90.00
in connection with sale of truck
9. Realty tax - trailer 46.97
Total Administration Expenses $2,753.72
TOTAL FUNERAL AND ADMINISTRATIVE EXPENSES $10,516.18
REV-IS12 EX + (1-97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Richard E. Gipe
FILE NUMBER
21-04-0220
Include unreimbu",ed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
See attached Continuation Schedule
TOTAL (Also enter on line 10, Recapitulation) $ 11 , 391 .31
(If more space is needed, insert additional sheets of the same size)
. - _..._--_._._--~.--,--- ......~-.,,-.-
P~NNSYLVANIA INHERITANCE TAX RETURN
Re: Estate of Richard E. Gipe
PA File No. 21-04-0220
Estate No. 2004-00220
SCHEDULE I
CONTINUATION SCHEDULE - PAGE 1
DEBTS OF DECED~NT. MORTGAGE LIABILITIES. AND l!1;.t'l~
ITEM
NlJMB~R
1.
DESCRIPTIOt:!.
PNC Bank Loan # 3001003009304377
Consumer Loan Center
2730 Liberty Avenue
Pittsburgh, PA 15222
(see attached statement and check)
AMOUNI
$8,560.00
2.
PNC Bank Loan # 3001003009304377
Consumer Loan Center
2730 Liberty Avenue
Pittsburgh, PA 15222
March 2004 payment
April 2004 payment
$201.67
$201.67
$ 403.34
3.
Adams Electric
monthly elec. bill
monthly elec. bill
final bill
59.81
76.86
137.66
$ 197.47
$ 48.00
$ 716.00
4.
Waste Management Services
5.
Sarah Todd Home
Nursing Home
6.
West Shore Emergency Medical Services
Medical expense
$ 80.50
7.
Andorra Radiology
Medical expense
$ 33.00
P~NNSYLVANIA lNHERITANCE TAX RETURN
Re: Estate of Richard E. Gipe
PA File No. 21-04-0220
Estate No. 2004-00220
SCHEDULE I
CONTINUATION SCHEDULE - PAGE 2
DE;BTS OF DECEDI;t:!.T, MORTGAGE LIABILITIES. AND LIENS
ITEM
NV.,.,BER
8.
DESCRIPTION
AMOUNT
$ 60.00
Moffit Heart and Vascular Group
Medical expense
9.
Richard Henderson
Demolition fee
$1,293.00
TOTAL
$11,391.31
".., o. _~__".._.._._____
~PNCBAN<
M...ch 11, liDOS
RiCh.~d E GiP.
M.,.g.....t L Gi...
R,. 1 10" 96
N.wburg, PA 17240-93$2
Im..o~t.nt Information About Your Lo~
Account Number: 300100300930.377
Dear Rioh...d E G1".,
Th.nk you for'co.,.leting p.~.ent on
.paid-in-fulln and our recorda have
p~._t hia'to"y.
yeur PNC lank loan. Your loan is naw
b.en upd.t.d to r.flect your ."oel1ent
..
I.o~u...of your ..r"."t and responsible loan .....ay..nt, w. look for~rd .to
...vin" YDu:wh.n.V~",-".~ou n.~d'. 'to-bo,,.row.,, Your next loan Ciln be .rr"'e.~ v....y
quickl~ - ju.t callua.t 1-888"76Z-2265, t.l1 us how Much you n.ad .nd
b~i.fly upd.t.Qur credit infe~..tion so we can p~oeQSS your ~.qu.st.
Once yuur n.~ loan is.~~rov.d, we can send ~he nac8s6ary paperwork to ~our
ho.. or wo..kDlaco, a,. yOU Clln sto.. .t .nll c..nvenient PNC I.nk offi... t"
fin.lizo your ,loan .nd ..iok up your oheck. Why not ~.k. advantaga of Gur
co....ti~i~~Pt~e~'~fj.ffor-d~l. NonthlY p.~ent plans far:
Iili~~'C""~...l~d"tton,,. 11 you h!!v.bilJ. fr"" nigh-r.te cha..ge o...d",
or oth.,,;lo''''l'i,ltD\l could ..ve biD b)' conedid.Una th... into .
ainglo iollnthly,pay...nt;
. N.w OP ,Us.~c." Purch.ee - wheth.r ~ou're lookinD for a no.. 5Po..t
utUi-Wi.vl!hic:l..:orll used !!conollY car, w. he'll. a variety of' y.hio1lo
loans th.,.tl!l~]ll:':'.J!l.o~ lI,OU!) bo..rowin, n..ds)
II No,", Illlt>rova"'l'lta- why delay that h..... i.....ov...nt or r.p.ir .~
longe.. when the.an.y you need is just a ..hon. call .w"Y!
In addition to our gr..t retes end wide Y.riet~ of ",.p8l/..ent "lana, w. can
also nelp'y..u ..ye on ux.. with e hOIl. ."uitll loan or 11". of c..edit. ,(Ask
l/our.tallaclllbor' aj>out the dedu'"tibiUty of inter.st in your particular t."
.itu.tion; )
Re...mb.", th.. ..on~tYOII need is ..s dose as your ..hOn.. Just lIiv. ua .lcall
at 1~""-76~-226!i/enY ti.e. day or night. W. look for_rd to h..,.1nll fr...
yOU the n.xtti... you need to borrow.
lhenk V"II,
Op....tion. ""na,er
'NC hnk
CRlSSR~ . .' ZOSO"Z.90Vm
A........ If T1Ie PllCJiI~1 $eM... Group
ConswIIorlJlan Omm 2730 Uberty",...... i'ilt$but1ih Pt.1n'Ytnnll , =
TOTr:t.. P.02
m--'"'
\
.,
I
~~U~l~:-J.}~l";:!!..;,:'....~ ~rD:;'y;'~;e.;'T: ~~~L'';r_:.._..c.9~t...MEh.:.i c."!c;;..~.ol.L UIZ..==-_~ ~~....::~WKj:':-.ol IA:., =-'C'::'"r,,~~j
CommUNITY STATE BRNti
Of OR81S0NIA
Elliott SlfMt RO, 80x. 8
OrDI5Ctlla, fA 1 riQ.
Bl4--447-S5S2'
91568
5O-177M.'!lJ
DAn:
JuLy 6,
2004
.-..-- ~~:~:";"'.' --,_.
~ ~~~M 'H ....l~; t.1
~f~T('d~!,~l(Q~ .~e.dc}$Oocts
... .-~----------
?J!.I.i:'~7i.i.u ~~'"(dhzc{:;-,'(.{.?d, (]'c,/&'-.i.1/(1../ ,;;:(Jfi{:.'...."t!. I;M'.wf~::: . ;. un./u\Ii.:...f, ~~ ,if~<<(j f.:l~',,,,,,,~ ..:~~1~.&<i("'" whf',
l-__
CASHIER'S CHECK i,,;'."..;("'......~:- AUTHO'ZEO $,GtlATtJRE
~ ~~., ~ c' ~..... . V ",I) .
~.ichard Gipe Mobile Hom~ ~~:-:;~..:~/'~~a3,~;~1'._~;~~_,~~_
"0'1 ~ 51;8'" ':03 ~ 3 ~ 7 7B8': '1'10 00 ~ 0"
PAY TO THE
OnDER OF"
PNC Bank
$
8,50C.00
;i
DOLLARS
'"
"
,-;....,"."..,l
REV_1513EX"11-97)_~.._
. '~
QCMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE HUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Hot Ust Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. See attached Continuation Schedule
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS 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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART IT _ ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ -0-
Richard E. Gipe
21-04-0220
(~more space is needed, ,nsert additionafsheets of the same size)
PENN~YLVANIA INI:fERITANCE TAX RETURN
Re: Estate of Richard E. Gipe
PA File No. 21-04-0220
Estate No. 2004-00220
SCHEDULE J
CONTINUATION SCHEDULE - PAGE 1
tJEN~FICIARIES
NAME AND ADDRESS OF
NUMBF;R REC~IVING PR,OPE;RTY
I. TAXABLE DISTRIBUTIONS
AMOUNT OR
RELATIONSHIP SHARE OF
TO DECEDENT ESTATE
1.
Kathy A. Nickle
41 Tiffany Drive
Shippensburg, PA 17257
daughter
1/3 residuary
beneficiary
under ITEM II of will
2.
Richard E. Gipe, Jr.
1723 S. 9th Street
Omaha, NE 68108
son
1/3 residuary
beneficiary
under ITEM II of will
3.
Harry D. Gipe
21 W. Main Street
Newville, PA 17241
son
1/3 residuary
beneficiary
under ITEM II of will
TOTAL OF PART I.
100% of residuary
estate under ITEM II
of will
.' _._._--_..--_._-,-~~-~-_.-_.- "'--'-~-
PENNSYLVANIA INHERITANCE TAX RETURN
Re: Estate of Richard E. Gipe
PA File No. 21-04-0220
Estate No. 2004-00220
SCHEDULE J
CONTINUATION SCHEDULE - PAGE 2
BENEFICIARIES
NAME AND ADDRESS OF
NUMBER RECEIVING PROPERTY
RELATIONSHIP SHARE OF
TO DECEDENT ESTATE
II. NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 -0-
FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS-O-
TOTAL OF PART II.
-0-
..-- ..'._---'-.~---.'.._----~,-"'-_.__._._.-
, .
JU;'C::~.Ii r\. /VH.l\..-Ullo.4.).....
Attorney at Law
9614 Rowe Run Loop. Shippensburg" Pennsylvania 17257
(717) 532-4832
LAST WILL AND TESTAMENT OF
RICHARD E. GIPE
I, RICHARD E. GIPE, of 26 Harmon Road, Newburg, Pennsylvania 17240, declare
this to be my last will and testament and revoke any will previously made by me.
ITEM I: I direct that all my just debts, expenses, and inheritance taxes that may be
assessed in consequence of my death of whatever nature and by whatever jurisdiction
imposed, shall be paid by my executrix hereinafter named, as soon as may be
convenient after my death.
ITEM II: (a) I give, devise and bequeath all the rest, residue and remainder of my
estate of every nature and kind, whether real estate or personal property, wherever
situate to my son, Richard E. Gipe, Jr., my daughter Kathy A. Nickle, and my son, Harry
D. Gipe, in equal shares per stirpes.
(b) Should my son, Richard E. Gipe, Jr., predecease me, then I give, devise, and
bequeath his share to his living issue in equal shares per stirpes, and if he should
leave no living issue, then to such of my other children named above who survive me,
in equal shares per stirpes.
(c) Should my daughter Kathy A. Nickle, predecease me, then I give, devise, and
bequeath her share to her living issue in equal shares per stirpes, and if she should
leave no living issue, then to such of my other children named above who survive me,
in equal shares per stirpes.
/PEA
.'~._--_..._---,-_._.._""----
<, ;;
(d) In the event that any share passes under ITEM II. (b) or ITEM II. (c) of my
last will and testament to a minor, I appoint the surviving parent of the minor as
guardian of the property of the minor. Such guardian shall have the power to use
principal as well as income from time to time for the minor's maintenance, support and
.
education without regard to his or her parent's ability to provide for such maintenance,
support and education, or to make payment for these purposes, without further
responsibility, to the minor or to any person taking care of the minor. At such time as
the child reaches 18 years of age, the child shall receive the balance of his or her
share outright.
(e) Should my son, Harry D. Gipe, predecease me, then I give, devise, and
bequeath his share to his living issue in equal shares per stirpes, and if he should
leave no living issue, then to such of my other children named above who survive me,
in equal shares per stirpes. In the event that any share passes under this ITEM II. (e)
of my last will and testament to a minor, then the share of such beneficiary shall be
held by my trustee hereinafter named, IN SEPARATE TRUST, for the following
uses and purposes:
1) My trustee hereinafter named may accumulate the income from that
share of such beneficiary or so much thereof from time to time as she considers
advisable; and my trustee may expend and apply so much of the net income
including accumulated income and so much of the principal of that share as my trustee
may consider necessary for the support, maintenance, education, and medical care of
such beneficiary.
2) When such beneficiary reaches age eighteen (18), the then entire
remaining principal and any accumulated income or undistributed income of the share
tftr#
~ ;
of such beneficiary shall be distributed to him or her, absolutely.
ITEM III: I appoint my daughter Kathy A. Nickle, as trustee of any trust or trusts
created ,by ITEM II. (e) of this my last will. Should my said daughter predecease me, or
fail to qualify or cease to act as trustee, I appoint my son, Richard E. Gipe, Jr., as
trustee of any trust or trusts created by ITEM II. (e) of this my last will.
ITEM IV: I appoint my daughter Kathy A. Nickle, as executrix of this my last will and
testament. Should my said daughter predecease me, or fail to qualify or cease to act as
executrix, I appoint my son, Richard E. Gipe, Jr., as executor of this my last will and
testament.
ITEM V: I direct that any fiduciary appointed under this my last will and testament
shall not be required to give bond for the faithful performance of their duties in any
jurisdiction.
ITEM VI: My executrix or her successor named herein shall have wide discretionary
powers as to the selling or renting of any real estate or personal property and as to
investment of any assets during the administration of my estate; otherwise she shall
use the judgment of a prudent person in the handling of my estate. My trustee or her
successor named herein shall have wide discretionary powers as to the selling or
renting of any real estate or personal property and as to investment of any assets
RfJ:J
'_'h.>_.._..__._.__.__.~,_-,__...._____.__.
,
'"
"
; ;
------_.,"..~~..--.._-_..._"--,'-_.-
during the administration of any trust created hereunder; otherwise she shall use the
judgment of a prudent person in handling such trust.
IN WITNESS WHEREOF, I have hereunto set my hand this ~ day of April,
2003. ·
~E!tr
R CHARD E. GIPE
.. .
This Last Will ~ I~nt, consisting of a total of fille type-written pages
includlngthen.xt~;N:l8htiffedby theslQnature of the testator, RictulrdE:GI~, was
on thedaYandCt$f.ethereot ~i9ned. published and declared by Richar4 E. Gipe, the
testatorthereln~~. .a. ~ndfor his last will, in the presence of us, who. at his i
reqLlEl8l.ln:hi8~j.aIlCIin the presence of each other have subscribed our ~ames
as Witrie$s8S ti8retO: . . .
IJ/J~~lt.
Witness
" "
~.._"._..._---"'----
,
Commonwealth of Pennsylvania
County of Franklin : ss.
We, Richard E. Gipe, Ed...,tiiZd E .AJ/cJ<LE ,and
JOze.ph A, Me>tp..,ws,,..., ,the testator and witnesses,
respectively, whose names are signed to the attached or foregoing instrument, having
been duly qualified according to law, do hereby declare to the undersigned authority
that the testator signed and executed the instrument as his Last Will and that he signed
it willingly and that he signed it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the testator,
signed the Will as witness and that to the best of their knowledge the testator was at
the time eighteen years of age or older, of sound mind and under no constraint or
undue influence.
;&LJE ~
Richard E. Gipe
~ /l t.
f"""i-~ ) T I/.'('.D.(
Witness
Subscribed, affirmed and acknowledged before me, by Richard E. Gipe, the testator,
and subscribed and affirmed before me by EdwA-ed E ;VK.1L.E and
0CSo.e-f), 4 -1l1c~~ lv'>u ,witnesses, this.3uL day of April,
2003. (Seal)
IW'f L. MAQALU8O, Nalary PublIc
~l Twp., FtrilIn County
My CXlI'IIIllIe8Ioexplres Oct. 16, 2lX
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
!'''rr.'~';:.fl:i' r-,rr(v'" rr. NOTICE OF INHERITANCE TAX
BllREAU OF INDIVIDUAU:r~.pl_':') .Jr!)~ '. : APPRAISEKENT , ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISIl".~ ,,_. .: OF DEDUCTIONS ANO ASSESSKENT DF TAX
PO BD)( Z8D6Dl ' " i "
HARRISBURG PA 171ZB-D6Dl '
08-15-2005
GIPE
02-19-2004
21 04-0220
CUMBERLAND
101
APPEAL DATE: 10-14-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _
REv:is47-Ex-AFP-C03:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLONANci-oR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RICHARD E FILE NO. 21 04-0220 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
2005 1':~iG ) 2 PI") I' 05
01 CC"'I .-,,-
'..;', t""'\ l'-
a-.F' ,-- ,
,1-" ',.-'
JOSEPH A~~CALUSO
9614 ROWE RUN LOOP
SHIPP ENS BURG PA
17257
ESTATE OF GIPE
*'
REV-1547 EX AFP (06-05)
RICHARD
E
DATE 08-15-2005
TAX RETURN NAS: I X) ACCEPTEO AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule Al
2. Stocks _ Bonds ISchedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
~. Mortgages/Notes Receivable (Schedul. D)
S. Cash/Bank DepositslHisc. Personal Property eSchedule El
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule Gl
8. Total Assets
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
30.545.30
.00
21,000.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A.... Costs/Hisc. ExP8rtses lScheduJ.e H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax R.turn
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: I~ an assess.ent was issued previDusly, lines
re~lect 'figures that include the total D'f ALL
ASSESSMENT OF TAX:
IS. Anount of Line 14 at Spousal rat. liS>
16. A.ount of Line 14 taxable at lineal/Class A rat. (16)
17. Amount of Line 14 at Sibling rat. (17)
18. ~t of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
+
INTEREST/PEN PAID 1-)
31.56-
DATE
05-19-2005
_BER
CD005345
(9)
(10)
10,516.18
NOTE: To insure proper
credit to your account,
sub_it the upper portion
of this forR with your
tax PSYIIlmt.
51,545.30
?1 .Q07 49
29,637.81
.00
29,637.81
14, 15 and'Dr 16, 17, 18 and 19 will
returns assessed tD date.
.00
1,333.70
.00
.00
1,333.70
1,333.88
. 18CR
.00
. 18CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TDTAL DUE IS LESS THAN $1, NO PAYMENT IS REllUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU KAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS.)~~
11.391.31
Ill)
(12)
(13)
(14)
.00 X 00 =
29,637.81 X 045 =
.00 x 12 =
.00 X 15 =
(19)=
AI10UNT PAID
1,365.44
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 1/13/2006
MACALUSO JOSEPH A
9614 ROWE RUN LOOP
SHIPPENSBURG, PA 17257
RE: Estate of GIPE RICHARD E
File Number: 2004-00220
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. 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:
2/19/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
Ah~AJ~
-'
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Judge
Personal Representative(s)
Cumberland County - Register Of 'iAlills
One courthouse Square
Carlislef PA 17013
Phone: (717) 240-6345
Date: 2/03/2006
NICKLE KATHY A
41 TIFFANY DRIVE
SHIPPENSBURG, PA 17257
RE: Estate of GIPE RICHARD E
File Number: 2004-00220
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 is due by:
2/19/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
;' . Y tk^L.~A'#
I~~~~JY~;~
GLENDA FAP~ER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
T"r1r-ro
...... '-'L........'::;l'-'
:~l/
JOSEPH A. MACALUSO
Attorney at Law
9614 Rowe Run Loop
Shippensburg, PA 17257
Admitted to Practice in
PA, NJ and NY
(717) 532-4832
February 18, 2006
Register of Wills
Cumberland County Court House
One Court House Square
Carlisle, PA 17013
Re: Estate of Richard E. Gipe
Dear Sir/Madam:
I represent Kathy A. Nickle, Executrix of the Estate of Richard E. Gipe. I have enclosed
herewith for filing an original and one copy of Status Report Under Rule 6.12. Please
return to me the copy marked "filed" in the enclosed self-addressed stamped envelope.
Thank you for your indulgence in this matter.
Also, I forwarded to my client the Agreements for Approval of Account, Release and
Indemnification for each beneficiary to sign, but have not received same from my client to
date, so copies are not attached to the Status Report. Upon receipt of these Agreements
from my client, I will file same with your office.
cc: Kathy A. Nickle
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STATUS REPORT "LJl'\JTIER RULE 6.12
Name of Decedent:
Richard E. Gipe
Date of Death: February 19, 2004
Estate No.: 2004-00220
o
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 !Xl No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. lithe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final accoinitwith -the c6Urt1 .
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 pmiies in
interest? Yes Ga No 0
c. Copies of receipts, releases, joinders and approval of fonnal or infonnal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: d,.-/9-ot;
'!.I'
A. Maca u
9614 Rowe Run Loop
~rd pppn~hllrg I PA 17?f:.,7
.Address
(717) 532-4832
Telephone No.
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LJ Persotial Represen:a-cive
~ CCJi..illsel for persoTlal representative
~:t
CQMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENVl:=
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128.0601
...._~--_..._. ""--",,^-.-
REV.1162 EXll1.961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NICKLE KATHY A
41 TIFFANY DRIVE
SHIPPENSBURG, PA 17257
_n__.._ fold
ESTATE INFORMATION: SSN: 198-22.8774
FILE NUMBER: 2104-0220
DECEDENT NAME: GIPE RICHARD E
DATE OF PAYMENT: 05/19/2005
POSTMARK DATE: 05/19/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 02/19/2004
NO. CD 005345
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,365..44
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ESTATE CHECK
CHECK# 122
SEAL
INITIALS: RSK
RECEIVED BY:
REGISTER OF WILLS
$1,365.44
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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INVEN'I'ORY
IN RE Eslale 01 ." fl.i.c;l).?t:cj . ~'" . G ;ip.e: . . . . . . . .. late 01
:iXMJIJdm: County, Pennsylvania.
Cumberland
STATE OF PENNSYLVANIA,
COUNTY OF XUtfBWf,
Cumberland
88.:
I verify that the statements made in this Inventory are true and correct.
I understand that false statements herein are made subject to the penalties
of 18 P. A. C. S. Section 4904 relating to unsworn falsifications to authorities.
,S.\(s. OS
Date
Executrix
NO.
ITEM
AMOUNT
See reverse side
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INVENTORY
Re: Estate of Richard E. Gipe
PA File No. 21-04-0220
Estate No. 2004-00220
NUMBER ITEM AMOUNT
Bank Account
1, Checking Account No. 97258033 $ 9,045.30
Manufacturers and Traders Trust Company
35-39 E. King St.
Shippensburg, PA 17257
Vehicle
2. 1998 Ford 150 Truck $ 9,000.00
V,I.N.2FTZF1868WCA82
Mobile Home
3. Commodore Derse Mobile Home $12,500.00
TOTAL
$30,545,30